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Jinyx_21g_

Jinyx_21g_

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IP属地：河南

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2主题

0勋章

01-13

$英伟达(NVDA)$ 公告满屏都是减持，减持，减持，机构，高管，都在出货！什么情况。

01-02

不敢买，后门事件！

芯报丨字节跳动大采购英伟达H200 英业达沾光

2025-12-22

$Haleon(HLN)$ 很难突破15…2025年还有2周。

2025-12-19

$小米集团-W(01810)$ 都涨起来了，别睡着了

2025-12-18

卖出，过新年！

2025-12-16

生日快乐！送网友股东礼物，-6.3%！！

雷军今天生日：网友集体送祝福希望他和小米越来越好、强大

2025-12-15

让子弹飞一会…12月19日以后再看，今日的话！

2025-12-13

越过山丘，梭哈后悔中…

2025-12-13

会有的，耐心等待

2025-12-12

不认同，周期性转折下跌。

2025-12-12

$博通(AVGO)$ 突破450！

2025-12-11

值得20个点上涨空间！

小米智能家电工厂首款自产空调：米家中央空调Pro双风轮官宣本月发布

2025-12-10

注销掉！

小米集团：12月10日斥资约1亿港元回购240万股B类股份

2025-12-10

HashKey，很不错。支持

2025-12-09

博通更有把握突破！

2025-12-08

破产，重组，一大批新能源车企业倒闭！

中国新能源汽车，在2026年，将遇到最大考验，会倒下多少家？

2025-12-05

$特斯拉(TSLA)$ 下跌到380

2025-12-05

麻烦，交一下罚款。

美媒实测特斯拉FSD：开车发短信，真的没问题吗？

2025-12-04

压低价格，回购一周了。

腾讯控股：12月4日斥资约6.36亿港元回购104.4万股股份

2025-12-04

祝福：遇见小面，大涨200%.支持一下。

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20:30","market":"us","language":"zh","title":"芯报丨字节跳动大采购英伟达H200 英业达沾光","url":"https://stock-news.laohu8.com/highlight/detail?id=2600906372","media":"AI芯天下","summary":"（凤凰网）超额认购超2300倍！（爱集微）字节跳动大采购英伟达H200 英业达沾光中国大陆云端巨头字节跳动传出2026年将斥资人民币1,000亿元采购英伟达H200芯片，若顺利通过美国商务部审核，业界预期，英业达今年有机会拿下相关AI服务器代工大单，业绩可望优于市场预期。美媒揭秘三大原因北京时间12月31日，据《商业内幕》报道，AI领域的交易热潮持续不减，这次轮到社交媒体巨头Meta出手了。Meta周一宣布，将收购新加坡AI创业公司Manus。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260102205633435v16309m7l5h50p6\"/><p><strong>聚焦:人工智能、芯片等行业</strong></p><p>欢迎各位客官关注、转发</p><p><strong>每日芯报</strong></p><p><strong>0102</strong><strong>期</strong></p><p>鸿蒙智行12月交付89611台 全年累计交付589107台</p><p>1月1日，鸿蒙智行官博宣布，2025年鸿蒙智行全年累计交付589107台，年同比增长32%，历时43个月达成“百万交付”；12月单月交付89611台，连续三个月创月度交付历史新高。（凤凰网）</p><p>超额认购超2300倍！“港股GPU第一股”<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>定价19.60港元/股，成18c以来最大IPO</p><p>12月31日，“港股GPU第一股”壁仞科技的认购反响强烈，其招股期间获得2363倍超额认购。12月30日，壁仞科技（股票代码：06082.HK）发布定价结果，最终确定H股发行的价格为每股19.60港元，以上限定价，募资额48.55亿，成为香港上市规则18C章节启用以来募资规模最大的IPO。壁仞科技预计将于2026年1月2日开始在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易，是2026年港股新年首只上市新股，由<a href=\"https://laohu8.com/S/601995\">中金公司</a>、平安证券（香港）及中银国际担任联席保荐人。（凤凰网）</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>12月交付汽车4.81万辆，同比增长54.6%</p><p>1月1日，<a href=\"https://laohu8.com/S/09866\">蔚来</a>公司公布2025年关键交付数据及业务进展，全年交付新车326,028台，创历史新高，同比增长46.9%；其中12月单月交付48,135台，同样刷新历史纪录，同比增长54.6%，多品牌协同发展成效显著，同时换电网络建设再迎突破，2026年技术研发成果与基础设施升级计划同步明晰。（爱集微）</p><p>字节跳动大采购<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H200 英业达沾光</p><p>中国大陆云端巨头字节跳动传出2026年将斥资人民币1,000亿元（约新台币4,482亿元）采购英伟达H200芯片，若顺利通过美国商务部审核，业界预期，英业达（2356）今年有机会拿下相关AI服务器代工大单，业绩可望优于市场预期。（经济日报）</p><p><strong>海外要闻</strong></p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>2nm制程大PK 史上最贵手机芯片来了</p><p>台积电、三星制程节点都推进至2nm，智能手机可望成为首批终端应用，其中，台积电通吃<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科最新2nm处理器大单，成为大赢家；三星也大秀2nm肌肉，打造Exynos 2600处理器，用于自家手机。（经济日报）</p><p>扎克伯格为何上百亿收购Manus？美媒揭秘三大原因</p><p>北京时间12月31日，据《商业内幕》报道，AI领域的交易热潮持续不减，这次轮到社交媒体巨头<a href=\"https://laohu8.com/S/META\">Meta</a>出手了。Meta周一宣布，将收购新加坡AI<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>Manus。（凤凰网）</p><p>MiniMax拟1月在港上市：融资超6亿美元 <a href=\"https://laohu8.com/S/09988\">阿里</a>等成为基石投资者</p><p>北京时间12月30日，据彭博社报道，知情人士称，AI大模型创业公司MiniMax(上海稀宇科技)即将在中国香港首次公开招股(IPO)，目前已锁定<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团、阿布扎比投资局为基石投资者。据知情人士透露，MiniMax寻求通过这次IPO筹集超过6亿美元资金，预计最早将从周三开始接受投资者认购，1月挂牌上市。（凤凰网）</p><p>本公众号所刊发稿件及图片来源于网络，仅用于交流使用，如有侵权请联系回复，我们收到信息后会在24小时内处理。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102205646a6ebb6bc&s=b><strong>AI芯天下</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聚焦:人工智能、芯片等行业欢迎各位客官关注、转发每日芯报0102期鸿蒙智行12月交付89611台 全年累计交付589107台1月1日，鸿蒙智行官博宣布，2025年鸿蒙智行全年累计交付589107台，年同比增长32%，历时43个月达成“百万交付”；12月单月交付89611台，连续三个月创月度交付历史新高。（凤凰网）超额认购超2300倍！“港股GPU第一股”壁仞科技定价19.60港元/股，成18c以来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102205646a6ebb6bc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" 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英业达沾光中国大陆云端巨头字节跳动传出2026年将斥资人民币1,000亿元（约新台币4,482亿元）采购英伟达H200芯片，若顺利通过美国商务部审核，业界预期，英业达（2356）今年有机会拿下相关AI服务器代工大单，业绩可望优于市场预期。（经济日报）海外要闻台积电、三星2nm制程大PK 史上最贵手机芯片来了台积电、三星制程节点都推进至2nm，智能手机可望成为首批终端应用，其中，台积电通吃苹果、高通、联发科最新2nm处理器大单，成为大赢家；三星也大秀2nm肌肉，打造Exynos 2600处理器，用于自家手机。（经济日报）扎克伯格为何上百亿收购Manus？美媒揭秘三大原因北京时间12月31日，据《商业内幕》报道，AI领域的交易热潮持续不减，这次轮到社交媒体巨头Meta出手了。Meta周一宣布，将收购新加坡AI创业公司Manus。（凤凰网）MiniMax拟1月在港上市：融资超6亿美元 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都涨起来了，别睡着了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512389408227936","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512074533494808,"gmtCreate":1766045266488,"gmtModify":1766045269349,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"htmlText":"卖出，过新年！","listText":"卖出，过新年！","text":"卖出，过新年！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512074533494808","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511285703037520,"gmtCreate":1765852507083,"gmtModify":1765852509288,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"生日快乐！送网友股东礼物，-6.3%！！","listText":"生日快乐！送网友股东礼物，-6.3%！！","text":"生日快乐！送网友股东礼物，-6.3%！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511285703037520","repostId":"2591673069","repostType":2,"repost":{"id":"2591673069","kind":"news","pubTimestamp":1765844829,"share":"https://www.laohu8.com/m/news/2591673069?lang=zh_CN&edition=full","pubTime":"2025-12-16 08:27","market":"hk","language":"zh","title":"雷军今天生日：网友集体送祝福 希望他和小米越来越好、强大","url":"https://stock-news.laohu8.com/highlight/detail?id=2591673069","media":"快科技","summary":"快科技12月16日消息，今天是雷军的生日，有网友已经提前开始送祝福了。随后这个帖子引来诸多网友的跟帖，有不少网友祝福雷军生日快乐，并直言希望小米和雷军越来越好，越来越强大。资料显示，雷军生于1962年12月16日，2010年1月14日他和12名创业者在北京学院路上逐鹿茶馆，召开小米创业筹备第一次会议，公司定名为“小米”。4月6日，小米公司在中关村银谷大厦807室正式起航 。2011年8月16日，小米手机1正式发布。","content":"<html><body><p>快科技12月16日消息，今天是雷军的生日，有网友已经提前开始送祝福了。</p><p><strong>就在刚刚，<a href=\"https://laohu8.com/S/XIACY\">小米</a>公司新媒体总监神得强Steven发微博称，“祝雷总@雷军 生日快乐！永远年轻，永远热泪盈眶！”</strong></p><p>随后这个帖子引来诸多网友的跟帖，有不少网友祝福雷军生日快乐，并直言希望<a href=\"https://laohu8.com/S/01810\">小米</a>和雷军越来越好，越来越强大。</p><p>资料显示，雷军生于1962年12月16日，2010年1月14日他和12名创业者在北京学院路上逐鹿茶馆，召开<a href=\"https://laohu8.com/S/81810\">小米</a>创业筹备第一次会议，公司定名为“小米”。4月6日，小米公司在<a href=\"https://laohu8.com/S/000931\">中关村</a>银谷大厦807室正式起航 。8月，小米公司第一个产品——移动操作系统MIUI上线。</p><p>2011年8月16日，小米手机1正式发布。小米在2012年卖出719万部手机，2013年卖出1870万部手机 。2013年8月，小米公司完成了新一轮融资，估值逼近百亿美金。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军今天生日：网友集体送祝福 希望他和小米越来越好、强大</title>\n<style 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href=\"https://tech.ifeng.com/c/8p7eiFoQKAf\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1502":"双十一","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","KC":"金山云","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK4607":"DeepSeek概念股","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0254981946.USD":"HSBC 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10:07","market":"hk","language":"zh","title":"小米智能家电工厂首款自产空调：米家中央空调Pro双风轮官宣本月发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2590579568","media":"快科技","summary":"今天小米官方宣布，从这座智能家电工厂诞生的首款产品——米家中央空调Pro双风轮本月发布，这也是小米首款自产的中央空调。据悉，小米智能家电工厂位于武汉新城，集研发、生产、验证一体，拥有6大车间，46间实验室。小米米家中央空调Pro双风轮系列目前已经开启预约，拥有双风轮、超低频6Hz；支持新形态双出风，暖风下出超温暖。","content":"<html><body><article><p>快科技12月11日消息，<a href=\"https://laohu8.com/S/XIACY\">小米</a>智能家电工厂于10月正式在武汉竣工投产，前不久，<a href=\"https://laohu8.com/S/01810\">小米</a>智能家电工厂的研发楼也正式启用。</p><p><strong>今天<a href=\"https://laohu8.com/S/81810\">小米</a>官方宣布，从这座智能家电工厂诞生的首款产品——米家中央空调Pro双风轮本月发布，这也是小米首款自产的中央空调。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211101540711d163hrvsj83nbtj\"/><p><strong>据悉，小米智能家电工厂位于武汉新城，集研发、生产、验证一体，拥有6大车间，46间实验室。</strong></p><p>此外还包括实验楼、成品物流库、中心仓，实现研发、生产、供应、物流一体化运营。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211101547659d163y3yh27xda7t\"/><p>工厂依托自研小米澎湃智能制造平台，搭配AI视觉质检，关键产线实现100%自动化，保证高效率精密制造。</p><p><strong>官方介绍，该工厂6.5秒就能下线一台高端空调，关键部件实现100%精准检测，树立智能制造的新标杆。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211101549064d163iq6t9cknv8g\"/><p>据此前爆料，该工厂后续会实现小米空调、冰箱、洗衣机等家电产品的全面自产，摆脱大家都对于小米家电代工、贴牌的固有印象。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211101551624d163n2d2leleb6m\"/><p><strong>小米米家中央空调Pro双风轮系列目前已经开启预约，拥有双风轮、超低频6Hz；支持新形态双出风，暖风下出超温暖。</strong></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>商品页已经上架了五款不同的型号，分别是5匹一拖四、6匹一拖四、大6匹一拖五、7匹一拖六、8匹一拖六。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211101553243d163lya16lgb30o\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米智能家电工厂首款自产空调：米家中央空调Pro双风轮官宣本月发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211101555979bcc0c&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月11日消息，小米智能家电工厂于10月正式在武汉竣工投产，前不久，小米智能家电工厂的研发楼也正式启用。今天小米官方宣布，从这座智能家电工厂诞生的首款产品——米家中央空调Pro双风轮本月发布，这也是小米首款自产的中央空调。据悉，小米智能家电工厂位于武汉新城，集研发、生产、验证一体，拥有6大车间，46间实验室。此外还包括实验楼、成品物流库、中心仓，实现研发、生产、供应、物流一体化运营。工厂...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211101555979bcc0c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> ：12月10日斥资约1亿港元回购240万股B类股份，每股回购价格为41.82港元-41.92港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ea41cbcf320154282d5f673adeab43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198518002","content_text":"小米集团-W ：12月10日斥资约1亿港元回购240万股B类股份，每股回购价格为41.82港元-41.92港元。","news_type":1,"symbols_score_info":{"01810":2,"XIACY":2}},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509413903315296,"gmtCreate":1765355526944,"gmtModify":1765355529181,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"htmlText":"HashKey，很不错。支持","listText":"HashKey，很不错。支持","text":"HashKey，很不错。支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509413903315296","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508982864020464,"gmtCreate":1765294827378,"gmtModify":1765294829995,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"htmlText":"博通更有把握突破！","listText":"博通更有把握突破！","text":"博通更有把握突破！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508982864020464","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508444129997200,"gmtCreate":1765162466754,"gmtModify":1765162915165,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"破产，重组，一大批新能源车企业倒闭！","listText":"破产，重组，一大批新能源车企业倒闭！","text":"破产，重组，一大批新能源车企业倒闭！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508444129997200","repostId":"2589812388","repostType":2,"repost":{"id":"2589812388","kind":"news","pubTimestamp":1765160400,"share":"https://www.laohu8.com/m/news/2589812388?lang=zh_CN&edition=full","pubTime":"2025-12-08 10:20","market":"hk","language":"zh","title":"中国新能源汽车，在2026年，将遇到最大考验，会倒下多少家？","url":"https://stock-news.laohu8.com/highlight/detail?id=2589812388","media":"Ofweek光电信息网","summary":"2025年已经过去了11个多月，在这11个月里，大部分的车企销量都创了新高。不过，结合2025年的目标，我们发现，很多车企，其实是完不成今年的目标的。在这样的背景之下，再结合当前的形势，几乎可以判断出，2026年，将会迎来最难过的一年。但是2026年，以旧换新很难再持续了，这是第一重。所以2026年，我们或许能看到更多的车企倒下，至于谁倒下，谁活着，就要让我们拭目以待了。","content":"<html><body><article><p>2025年已经过去了11个多月，在这11个月里，大部分的车企销量都创了新高。</p><p>不过，结合2025年的目标，我们发现，很多车企，其实是完不成今年的目标的。</p><p>到目前，完成了年度目标的车企，只有3家，分别是<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>、小鹏，但这三家的目标都不太高。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/06151726245571.jpg\"/><p>列出了比较有代表的品牌，不包括全部品牌</p><p>而像<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、<a href=\"https://laohu8.com/S/600104\">上汽</a>、<a href=\"https://laohu8.com/S/00175\">吉利</a>则完成率超过90%，有望完成。至于有一些车企，则希望不大了，甚至有一些低于70%的，不可能完成了。</p><p>而我们再结合一下车企前面三个季度的业绩情况，会发现大家的利润真的都不高，14大车企平均利润率只有1.76%，一半亏钱，可以说创下了五年最低。</p><p>很多车企是车卖的越来越多了，收入确实是增长了，但利润却下滑了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/06151728602868.jpg\"/><p>在这样的背景之下，再结合当前的形势，几乎可以判断出，2026年，将会迎来最难过的一年。</p><p>我们知道，最近10年以来，为了激励新能源汽车产业的发展，几乎每一年，都有着补贴，而靠着补贴，确实也吸引到了众多的用户换新能源。</p><p>以2025年为例，按照官方数据，以旧换新在前面11个月带来了1120万辆汽车的销量，而今年1-11月共卖出汽车2100万辆，意味着一半多是用这个政策吸引过来的。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/06151728766117.jpg\"/><p>但是2026年，以旧换新很难再持续了，这是第一重。</p><p>第二则是购置税补贴，明年也会退坡了，有些是直接减半，这对于用户而言，也是一个较大的支出，所以可能会进一步的冷却部分用户的换车需求。</p><p>另外，按照机构的分析，目前整个汽车市场，其实已经出现了一种现象，那就是整体销量见顶、增速放缓的情况了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/06151730285647.jpg\"/><p>但是，因为房地产热潮退了，汽车已经成为了新的经济增长引擎，所以目前各大车企，其实在各种背景之下，都是疯狂扩产，已经开始出现了供大于求的现象了，所以明年一定会出现价格战，没有任何意外。</p><p>价格战，就又会导致车企的利润下滑，但大家又不愿意关门认输，及时止损，只会更加的加大力度，淘汰掉别人，这就会陷入另外一个麻烦之中，那就是“看似谁都还活着，实际上谁都不好过”。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/06151732809935.jpg\"/><p>但是，不可避免的，在2026年，注定会发生一些现象，那就是技术不强，品牌不够硬、效率不高的车企，融资能力也不强的车企，就算想活着，也未必能活下来，可能被迫退出竞争赛。</p><p>所以2026年，我们或许能看到更多的车企倒下，至于谁倒下，谁活着，就要让我们拭目以待了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国新能源汽车，在2026年，将遇到最大考验，会倒下多少家？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国新能源汽车，在2026年，将遇到最大考验，会倒下多少家？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208102349a43a4c34&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年已经过去了11个多月，在这11个月里，大部分的车企销量都创了新高。不过，结合2025年的目标，我们发现，很多车企，其实是完不成今年的目标的。到目前，完成了年度目标的车企，只有3家，分别是小米、零跑、小鹏，但这三家的目标都不太高。列出了比较有代表的品牌，不包括全部品牌而像比亚迪、上汽、吉利则完成率超过90%，有望完成。至于有一些车企，则希望不大了，甚至有一些低于70%的，不可能完成了。而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208102349a43a4c34&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1575":"同股不同权","01211":"比亚迪股份","XPEV":"小鹏汽车","BK1539":"汽车股","00175":"吉利汽车","09868":"小鹏汽车-W","01810":"小米集团-W","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","BK1119":"汽车制造商","BK1610":"ETF&股票定投概念","BK1587":"次新股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208102349a43a4c34&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2589812388","content_text":"2025年已经过去了11个多月，在这11个月里，大部分的车企销量都创了新高。不过，结合2025年的目标，我们发现，很多车企，其实是完不成今年的目标的。到目前，完成了年度目标的车企，只有3家，分别是小米、零跑、小鹏，但这三家的目标都不太高。列出了比较有代表的品牌，不包括全部品牌而像比亚迪、上汽、吉利则完成率超过90%，有望完成。至于有一些车企，则希望不大了，甚至有一些低于70%的，不可能完成了。而我们再结合一下车企前面三个季度的业绩情况，会发现大家的利润真的都不高，14大车企平均利润率只有1.76%，一半亏钱，可以说创下了五年最低。很多车企是车卖的越来越多了，收入确实是增长了，但利润却下滑了。在这样的背景之下，再结合当前的形势，几乎可以判断出，2026年，将会迎来最难过的一年。我们知道，最近10年以来，为了激励新能源汽车产业的发展，几乎每一年，都有着补贴，而靠着补贴，确实也吸引到了众多的用户换新能源。以2025年为例，按照官方数据，以旧换新在前面11个月带来了1120万辆汽车的销量，而今年1-11月共卖出汽车2100万辆，意味着一半多是用这个政策吸引过来的。但是2026年，以旧换新很难再持续了，这是第一重。第二则是购置税补贴，明年也会退坡了，有些是直接减半，这对于用户而言，也是一个较大的支出，所以可能会进一步的冷却部分用户的换车需求。另外，按照机构的分析，目前整个汽车市场，其实已经出现了一种现象，那就是整体销量见顶、增速放缓的情况了。但是，因为房地产热潮退了，汽车已经成为了新的经济增长引擎，所以目前各大车企，其实在各种背景之下，都是疯狂扩产，已经开始出现了供大于求的现象了，所以明年一定会出现价格战，没有任何意外。价格战，就又会导致车企的利润下滑，但大家又不愿意关门认输，及时止损，只会更加的加大力度，淘汰掉别人，这就会陷入另外一个麻烦之中，那就是“看似谁都还活着，实际上谁都不好过”。但是，不可避免的，在2026年，注定会发生一些现象，那就是技术不强，品牌不够硬、效率不高的车企，融资能力也不强的车企，就算想活着，也未必能活下来，可能被迫退出竞争赛。所以2026年，我们或许能看到更多的车企倒下，至于谁倒下，谁活着，就要让我们拭目以待了。","news_type":1,"symbols_score_info":{"09868":1.86,"XPEV":1.86,"00175":0.9,"01810":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507499918971280,"gmtCreate":1764931946484,"gmtModify":1764931948765,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 下跌到380","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 下跌到380","text":"$特斯拉(TSLA)$ 下跌到380","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507499918971280","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507499593810688,"gmtCreate":1764931877274,"gmtModify":1764939352716,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"麻烦，交一下罚款。","listText":"麻烦，交一下罚款。","text":"麻烦，交一下罚款。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507499593810688","repostId":"2589485923","repostType":2,"repost":{"id":"2589485923","kind":"news","pubTimestamp":1764896065,"share":"https://www.laohu8.com/m/news/2589485923?lang=zh_CN&edition=full","pubTime":"2025-12-05 08:54","market":"us","language":"zh","title":"美媒实测特斯拉FSD：开车发短信，真的没问题吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2589485923","media":"凤凰网科技","summary":"特斯拉CEO埃隆·马斯克周四确认，最新FSD系统允许车主在特定场景下发短信，靠系统来自动驾驶。有网友在X上提问称，FSD v14.2.1版本是否允许边开车边发短信？他正在体验特斯拉近期向数百万车辆推送的免费FSD试用活动。然而，尽管马斯克表示车主可以在最新FSD系统下边开车边发短信，这并不意味着车主在加州就可以这么做。理发结束后，巴尔在回家的路上重复了FSD测试，同时给妻子发短信。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2025_49/36F0B3D476CCA6D9FD61A9B64E5EE20E5E68AF8F_size1927_w1584_h1152.png\"/></p><p>巴尔边开车边发短信</p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间12月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已推送全自动驾驶系统(FSD)更新，现在允许车主在车辆处于自动驾驶模式时发短信。这一功能是否安全呢？美国《商业内幕》杂志对此进行了实测。</p><p><strong>特斯拉CEO埃隆·马斯克(Elon Musk)周四确认，最新FSD系统允许车主在特定场景下发短信，靠系统来自动驾驶。</strong></p><p>有网友在X上提问称，FSD v14.2.1版本是否允许边开车边发短信？马斯克对此回应称，“是的，具体要视周围交通状况而定”。</p><p><strong>实测</strong></p><p>《商业内幕》科技简报栏目的撰稿人<a href=\"https://laohu8.com/S/AVY\">艾利</a>斯塔·巴尔(Alistair Barr)决定用他的2024款特斯拉Model 3亲自测试一下，看看这个自动驾驶系统能达到什么程度，在发短信的新场景下表现如何。</p><p>巴尔刚刚更新了FSD系统，版本为v14.2.1 2025.38.9.6。他正在体验特斯拉近期向数百万车辆推送的免费FSD试用活动。这项服务通常月费为100美元，但是目前正作为新版软件的推广福利免费开放。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_49/5D9ABB70D8B98ED3F7C4042E2C24D958245B7160_size118_w1178_h682.png\"/></p><p>马斯克称特定场景下可以发短信</p><p>测试从巴尔的硅谷家用车道开始，他选择了一条前往本地理发店的短途路线。点击屏幕上新增的蓝色“启动自动驾驶”按钮后，车辆便开始自动驾驶。</p><p>为了让测试更具真实感，他在车辆自动驾驶过程中，使用iPhone通过Slack向《商业内幕》的同事发送了实时动态。以下是他在行程中分享的操作记录：</p><p>“我正坐在FSD驾驶的特斯拉里发消息。”</p><p>“车辆未中断我的操作或发出警示。”</p><p>“当前处于‘舒适模式’，属于非激进驾驶风格。”</p><p>“刚提示需要轻扶方向盘了。”</p><p>“接着发出蜂鸣声提醒我注意路况。”</p><p>“但车辆仍在自动驾驶。”</p><p>“已抵达理发店，车辆正自动泊车，我还在打字。”</p><p>“行程结束。”</p><p>这次全自动驾驶行程持续了大约7分钟，特斯拉载着巴尔在阳光明媚、天气晴朗的下午穿过家乡。</p><p><strong>全程平稳无意外</strong></p><p>途中，巴尔的Model 3曾经过一段棘手的双车道窄路。这段路本可双向通行，却因两侧停满居民车辆而显得格外局促。</p><p>在巴尔低头打字时，特斯拉会停顿，然后在这些停放车辆和迎面而来的车辆之间穿插移动，其中还包括一辆正在收运垃圾的大型环卫车。</p><p>整个行程没有发生任何意外。车辆行驶平稳、谨慎，适时让行，并在所有停车标志处停下。</p><p>然而，尽管马斯克表示车主可以在最新FSD系统下边开车边发短信，这并不意味着车主在加州就可以这么做。加州对分心驾驶有明确规定，且罚款相当高。不过，这些规定是基于人类驾驶车辆而制定的，而不是针对自动驾驶汽车，所以人类已驶入了法律监管的新疆域。</p><p>理发结束后，巴尔在回家的路上重复了FSD测试，同时给妻子发短信。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美媒实测特斯拉FSD：开车发短信，真的没问题吗？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美媒实测特斯拉FSD：开车发短信，真的没问题吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8opXgnxR8VW><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴尔边开车边发短信凤凰网科技讯 北京时间12月5日，特斯拉已推送全自动驾驶系统(FSD)更新，现在允许车主在车辆处于自动驾驶模式时发短信。这一功能是否安全呢？美国《商业内幕》杂志对此进行了实测。特斯拉CEO埃隆·马斯克(Elon Musk)周四确认，最新FSD系统允许车主在特定场景下发短信，靠系统来自动驾驶。有网友在X上提问称，FSD v14.2.1版本是否允许边开车边发短信？马斯克对此回应称，“...</p>\n\n<a href=\"https://tech.ifeng.com/c/8opXgnxR8VW\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation 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ACC","BK4588":"碎股"},"source_url":"https://tech.ifeng.com/c/8opXgnxR8VW","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2589485923","content_text":"巴尔边开车边发短信凤凰网科技讯 北京时间12月5日，特斯拉已推送全自动驾驶系统(FSD)更新，现在允许车主在车辆处于自动驾驶模式时发短信。这一功能是否安全呢？美国《商业内幕》杂志对此进行了实测。特斯拉CEO埃隆·马斯克(Elon Musk)周四确认，最新FSD系统允许车主在特定场景下发短信，靠系统来自动驾驶。有网友在X上提问称，FSD v14.2.1版本是否允许边开车边发短信？马斯克对此回应称，“是的，具体要视周围交通状况而定”。实测《商业内幕》科技简报栏目的撰稿人艾利斯塔·巴尔(Alistair Barr)决定用他的2024款特斯拉Model 3亲自测试一下，看看这个自动驾驶系统能达到什么程度，在发短信的新场景下表现如何。巴尔刚刚更新了FSD系统，版本为v14.2.1 2025.38.9.6。他正在体验特斯拉近期向数百万车辆推送的免费FSD试用活动。这项服务通常月费为100美元，但是目前正作为新版软件的推广福利免费开放。马斯克称特定场景下可以发短信测试从巴尔的硅谷家用车道开始，他选择了一条前往本地理发店的短途路线。点击屏幕上新增的蓝色“启动自动驾驶”按钮后，车辆便开始自动驾驶。为了让测试更具真实感，他在车辆自动驾驶过程中，使用iPhone通过Slack向《商业内幕》的同事发送了实时动态。以下是他在行程中分享的操作记录：“我正坐在FSD驾驶的特斯拉里发消息。”“车辆未中断我的操作或发出警示。”“当前处于‘舒适模式’，属于非激进驾驶风格。”“刚提示需要轻扶方向盘了。”“接着发出蜂鸣声提醒我注意路况。”“但车辆仍在自动驾驶。”“已抵达理发店，车辆正自动泊车，我还在打字。”“行程结束。”这次全自动驾驶行程持续了大约7分钟，特斯拉载着巴尔在阳光明媚、天气晴朗的下午穿过家乡。全程平稳无意外途中，巴尔的Model 3曾经过一段棘手的双车道窄路。这段路本可双向通行，却因两侧停满居民车辆而显得格外局促。在巴尔低头打字时，特斯拉会停顿，然后在这些停放车辆和迎面而来的车辆之间穿插移动，其中还包括一辆正在收运垃圾的大型环卫车。整个行程没有发生任何意外。车辆行驶平稳、谨慎，适时让行，并在所有停车标志处停下。然而，尽管马斯克表示车主可以在最新FSD系统下边开车边发短信，这并不意味着车主在加州就可以这么做。加州对分心驾驶有明确规定，且罚款相当高。不过，这些规定是基于人类驾驶车辆而制定的，而不是针对自动驾驶汽车，所以人类已驶入了法律监管的新疆域。理发结束后，巴尔在回家的路上重复了FSD测试，同时给妻子发短信。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507322548109728,"gmtCreate":1764841861694,"gmtModify":1764841864233,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"压低价格，回购一周了。","listText":"压低价格，回购一周了。","text":"压低价格，回购一周了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507322548109728","repostId":"1101568951","repostType":2,"repost":{"id":"1101568951","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764841271,"share":"https://www.laohu8.com/m/news/1101568951?lang=zh_CN&edition=full","pubTime":"2025-12-04 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justify;\">该备忘录拒绝将此事与过去的会计丑闻相提并论，强调英伟达不使用特殊目的实体（SPV），不依赖供应商融资，并且只有一项披露的担保，其公允价值微不足道。</p><p>在财务细节上，英伟达表示付款条款依然严格，销售未达账项天数（DSO）保持在53天，与过去几年一致。对于Burry重点攻击的折旧与利润率问题，备忘录回应称，今年较高的保修成本反映了Blackwell架构的复杂性，且已进行了适当的会计处理。此外，公司明确表示不知道有任何SEC调查，并指出加密货币价格波动与其会计核算无关。</p><p style=\"text-align: justify;\">针对市场上广泛流传的“6100亿美元循环融资”指控，英伟达在备忘录中澄清，其战略投资在第三季度仅为37亿美元，年初至今约为47亿美元，这仅占其营收的一小部分，所谓巨额循环融资毫无根据。公司还强调，其投资组合公司主要筹集的是第三方资金。</p><p style=\"text-align: justify;\">该公司还强调，投资组合中的公司主要通过第三方筹集资金。</p><p style=\"text-align: justify;\"><strong>反驳财务指控</strong></p><p style=\"text-align: justify;\">因《大空头》一书而闻名的Burry此前曾警告称，华尔街大型科技公司可能低估了与人工智能基础设施相关的折旧费用。在最近的一篇推文中，他指出，这些科技巨头以一种“人为地提高收益”的方式延长了资产的预计使用寿命——这是现代较为常见的欺诈行为之一。</p><p style=\"text-align: justify;\">他表示：“通过购买英伟达芯片/服务器来大幅增加资本支出，这种做法在2-3年的产品周期内进行，不应导致计算设备使用寿命的延长。”</p><p style=\"text-align: justify;\">Burry估计，从2026年到2028年，整个行业在折旧方面的数据可能会低估约1760亿美元，并指出像甲骨文和Meta这样的公司，其利润在接下来的十年可能会高估超过20%。</p><p style=\"text-align: justify;\">他还透露，截至9月30日，他持有大量针对几只与人工智能相关的股票的看跌期权头寸，包括与英伟达和 Palantir Technologies相关的押注。</p><p style=\"text-align: justify;\">不过，英伟达为其会计和运营做法进行了辩护。该公司指出，<strong>强劲的现金转换情况证明了其收入质量良好，并公布了第三季度的运营现金流量为238亿美元，自由现金流量为221亿美元。</strong></p><p style=\"text-align: justify;\">自2018财年以来，长期自由现金流量一直约占公认会计准则净利润的98%。该公司表示，库存趋势反映了正常的产品生产节奏和前瞻性指引。</p><p style=\"text-align: justify;\"><strong>这份备忘录还反驳了有关利润率、折旧和监管风险的指控。</strong>英伟达向分析师表示，今年更高的保修成本反映了Blackwell架构的复杂性，并且这一情况已得到恰当核算，而坏账费用微不足道，计入了一般及管理费用中。</p><p style=\"text-align: justify;\">它还表示，目前并未得知美国证券交易委员会有任何调查行动，而且加密货币价格波动与其会计核算无关。关于内幕交易的指控，该公司称这是对第三方基金行为的错误解读。</p><p style=\"text-align: justify;\">这一反击得到了部分华尔街分析师的支持。<strong>Raymond James分析师Simon Leopold在研报中写道，关于“系统性欺诈”的叙事与英伟达的基本面不符。他认为英伟达在AI相关机会上的投资是适当的。</strong></p><p>除了具体的财务澄清，英伟达CEO黄仁勋在上周财报发布后，也针对宏观层面的“泡沫论”做出了直接回应：</p><blockquote><p style=\"text-align: justify;\"><strong>“关于AI泡沫有很多讨论，”黄仁勋表示，“但从我们的角度来看，我们看到的是截然不同的景象（From our vantage point, we see something very different）。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739558f5b7f538e207daad422037ad1c\" title=\"\" tg-width=\"602\" tg-height=\"441\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>反击大空头！英伟达致信华尔街分析师，反驳会计丑闻等指控</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反击大空头！英伟达致信华尔街分析师，反驳会计丑闻等指控\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-25 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达针对知名空头投资人Michael Burry的指控发布了一份详尽的备忘录，反驳了有关欺诈、会计丑闻和循环融资等指控。英伟达强调其收入质量良好，并对利润率、折旧和监管风险的指控进行了澄清。</p></blockquote><p>上周，在英伟达公布第三财季财报后，华尔街知名的“大空头”、因高调做空AI热门股引发关注的Michael Burry就在社交平台上指责各大科技巨头对自己的营收作出了不实陈述。</p><p style=\"text-align: justify;\">针对他的指控，英伟达已向华尔街分析师们发布了一份详尽的备忘录，对与“大空头”Michael Burry有关的欺诈指控以及题为“能发现6100亿美元欺诈行为的算法”的文章予以反驳。</p><h2 id=\"id_931209130\" style=\"text-align: start;\">英伟达直接回击“大空头”</h2><p style=\"text-align: justify;\">英伟达直接回应了“大空头”Burry的每一项指控，称这些指控对公司的业务实践、财务披露以及当前人工智能投资周期的动态进行了错误描述。</p><p style=\"text-align: justify;\">该备忘录拒绝将此事与过去的会计丑闻相提并论，强调英伟达不使用特殊目的实体（SPV），不依赖供应商融资，并且只有一项披露的担保，其公允价值微不足道。</p><p>在财务细节上，英伟达表示付款条款依然严格，销售未达账项天数（DSO）保持在53天，与过去几年一致。对于Burry重点攻击的折旧与利润率问题，备忘录回应称，今年较高的保修成本反映了Blackwell架构的复杂性，且已进行了适当的会计处理。此外，公司明确表示不知道有任何SEC调查，并指出加密货币价格波动与其会计核算无关。</p><p style=\"text-align: justify;\">针对市场上广泛流传的“6100亿美元循环融资”指控，英伟达在备忘录中澄清，其战略投资在第三季度仅为37亿美元，年初至今约为47亿美元，这仅占其营收的一小部分，所谓巨额循环融资毫无根据。公司还强调，其投资组合公司主要筹集的是第三方资金。</p><p style=\"text-align: justify;\">该公司还强调，投资组合中的公司主要通过第三方筹集资金。</p><p style=\"text-align: justify;\"><strong>反驳财务指控</strong></p><p style=\"text-align: justify;\">因《大空头》一书而闻名的Burry此前曾警告称，华尔街大型科技公司可能低估了与人工智能基础设施相关的折旧费用。在最近的一篇推文中，他指出，这些科技巨头以一种“人为地提高收益”的方式延长了资产的预计使用寿命——这是现代较为常见的欺诈行为之一。</p><p style=\"text-align: justify;\">他表示：“通过购买英伟达芯片/服务器来大幅增加资本支出，这种做法在2-3年的产品周期内进行，不应导致计算设备使用寿命的延长。”</p><p style=\"text-align: justify;\">Burry估计，从2026年到2028年，整个行业在折旧方面的数据可能会低估约1760亿美元，并指出像甲骨文和Meta这样的公司，其利润在接下来的十年可能会高估超过20%。</p><p style=\"text-align: justify;\">他还透露，截至9月30日，他持有大量针对几只与人工智能相关的股票的看跌期权头寸，包括与英伟达和 Palantir Technologies相关的押注。</p><p style=\"text-align: justify;\">不过，英伟达为其会计和运营做法进行了辩护。该公司指出，<strong>强劲的现金转换情况证明了其收入质量良好，并公布了第三季度的运营现金流量为238亿美元，自由现金流量为221亿美元。</strong></p><p style=\"text-align: justify;\">自2018财年以来，长期自由现金流量一直约占公认会计准则净利润的98%。该公司表示，库存趋势反映了正常的产品生产节奏和前瞻性指引。</p><p style=\"text-align: justify;\"><strong>这份备忘录还反驳了有关利润率、折旧和监管风险的指控。</strong>英伟达向分析师表示，今年更高的保修成本反映了Blackwell架构的复杂性，并且这一情况已得到恰当核算，而坏账费用微不足道，计入了一般及管理费用中。</p><p style=\"text-align: justify;\">它还表示，目前并未得知美国证券交易委员会有任何调查行动，而且加密货币价格波动与其会计核算无关。关于内幕交易的指控，该公司称这是对第三方基金行为的错误解读。</p><p style=\"text-align: justify;\">这一反击得到了部分华尔街分析师的支持。<strong>Raymond James分析师Simon Leopold在研报中写道，关于“系统性欺诈”的叙事与英伟达的基本面不符。他认为英伟达在AI相关机会上的投资是适当的。</strong></p><p>除了具体的财务澄清，英伟达CEO黄仁勋在上周财报发布后，也针对宏观层面的“泡沫论”做出了直接回应：</p><blockquote><p style=\"text-align: justify;\"><strong>“关于AI泡沫有很多讨论，”黄仁勋表示，“但从我们的角度来看，我们看到的是截然不同的景象（From our vantage point, we see something very different）。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/739558f5b7f538e207daad422037ad1c\" title=\"\" tg-width=\"602\" tg-height=\"441\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125104633977da988&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586448652","content_text":"英伟达针对知名空头投资人Michael Burry的指控发布了一份详尽的备忘录，反驳了有关欺诈、会计丑闻和循环融资等指控。英伟达强调其收入质量良好，并对利润率、折旧和监管风险的指控进行了澄清。上周，在英伟达公布第三财季财报后，华尔街知名的“大空头”、因高调做空AI热门股引发关注的Michael Burry就在社交平台上指责各大科技巨头对自己的营收作出了不实陈述。针对他的指控，英伟达已向华尔街分析师们发布了一份详尽的备忘录，对与“大空头”Michael Burry有关的欺诈指控以及题为“能发现6100亿美元欺诈行为的算法”的文章予以反驳。英伟达直接回击“大空头”英伟达直接回应了“大空头”Burry的每一项指控，称这些指控对公司的业务实践、财务披露以及当前人工智能投资周期的动态进行了错误描述。该备忘录拒绝将此事与过去的会计丑闻相提并论，强调英伟达不使用特殊目的实体（SPV），不依赖供应商融资，并且只有一项披露的担保，其公允价值微不足道。在财务细节上，英伟达表示付款条款依然严格，销售未达账项天数（DSO）保持在53天，与过去几年一致。对于Burry重点攻击的折旧与利润率问题，备忘录回应称，今年较高的保修成本反映了Blackwell架构的复杂性，且已进行了适当的会计处理。此外，公司明确表示不知道有任何SEC调查，并指出加密货币价格波动与其会计核算无关。针对市场上广泛流传的“6100亿美元循环融资”指控，英伟达在备忘录中澄清，其战略投资在第三季度仅为37亿美元，年初至今约为47亿美元，这仅占其营收的一小部分，所谓巨额循环融资毫无根据。公司还强调，其投资组合公司主要筹集的是第三方资金。该公司还强调，投资组合中的公司主要通过第三方筹集资金。反驳财务指控因《大空头》一书而闻名的Burry此前曾警告称，华尔街大型科技公司可能低估了与人工智能基础设施相关的折旧费用。在最近的一篇推文中，他指出，这些科技巨头以一种“人为地提高收益”的方式延长了资产的预计使用寿命——这是现代较为常见的欺诈行为之一。他表示：“通过购买英伟达芯片/服务器来大幅增加资本支出，这种做法在2-3年的产品周期内进行，不应导致计算设备使用寿命的延长。”Burry估计，从2026年到2028年，整个行业在折旧方面的数据可能会低估约1760亿美元，并指出像甲骨文和Meta这样的公司，其利润在接下来的十年可能会高估超过20%。他还透露，截至9月30日，他持有大量针对几只与人工智能相关的股票的看跌期权头寸，包括与英伟达和 Palantir Technologies相关的押注。不过，英伟达为其会计和运营做法进行了辩护。该公司指出，强劲的现金转换情况证明了其收入质量良好，并公布了第三季度的运营现金流量为238亿美元，自由现金流量为221亿美元。自2018财年以来，长期自由现金流量一直约占公认会计准则净利润的98%。该公司表示，库存趋势反映了正常的产品生产节奏和前瞻性指引。这份备忘录还反驳了有关利润率、折旧和监管风险的指控。英伟达向分析师表示，今年更高的保修成本反映了Blackwell架构的复杂性，并且这一情况已得到恰当核算，而坏账费用微不足道，计入了一般及管理费用中。它还表示，目前并未得知美国证券交易委员会有任何调查行动，而且加密货币价格波动与其会计核算无关。关于内幕交易的指控，该公司称这是对第三方基金行为的错误解读。这一反击得到了部分华尔街分析师的支持。Raymond James分析师Simon Leopold在研报中写道，关于“系统性欺诈”的叙事与英伟达的基本面不符。他认为英伟达在AI相关机会上的投资是适当的。除了具体的财务澄清，英伟达CEO黄仁勋在上周财报发布后，也针对宏观层面的“泡沫论”做出了直接回应：“关于AI泡沫有很多讨论，”黄仁勋表示，“但从我们的角度来看，我们看到的是截然不同的景象（From our vantage point, we see something very different）。”","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420683960140312,"gmtCreate":1743737206491,"gmtModify":1743737208380,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"htmlText":"清仓，速度清仓！！！！！！！！","listText":"清仓，速度清仓！！！！！！！！","text":"清仓，速度清仓！！！！！！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420683960140312","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513507614626952,"gmtCreate":1766395116727,"gmtModify":1766395118889,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HLN\">$Haleon(HLN)$ </a> 很难突破15…2025年还有2周。","listText":"<a href=\"https://laohu8.com/S/HLN\">$Haleon(HLN)$ </a> 很难突破15…2025年还有2周。","text":"$Haleon(HLN)$ 很难突破15…2025年还有2周。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513507614626952","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509942479249712,"gmtCreate":1765489143218,"gmtModify":1765489145263,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 突破450！","listText":"<a 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18:03","market":"us","language":"zh","title":"小米集团：12月10日斥资约1亿港元回购240万股B类股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1198518002","media":"老虎资讯综合","summary":"每股回购价格为41.82港元-41.92港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a> ：12月10日斥资约1亿港元回购240万股B类股份，每股回购价格为41.82港元-41.92港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ea41cbcf320154282d5f673adeab43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：12月10日斥资约1亿港元回购240万股B类股份</title>\n<style 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> ：12月10日斥资约1亿港元回购240万股B类股份，每股回购价格为41.82港元-41.92港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ea41cbcf320154282d5f673adeab43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198518002","content_text":"小米集团-W ：12月10日斥资约1亿港元回购240万股B类股份，每股回购价格为41.82港元-41.92港元。","news_type":1,"symbols_score_info":{"01810":2,"XIACY":2}},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504604296093808,"gmtCreate":1764222684525,"gmtModify":1764222687318,"author":{"id":"4091843231394550","authorId":"4091843231394550","name":"Jinyx_21g_","avatar":"https://static.tigerbbs.com/558acfa4d134ff2618914b253fc2d0b8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091843231394550","idStr":"4091843231394550"},"themes":[],"title":"","htmlText":"跟空头！28日继续跟空头！","listText":"跟空头！28日继续跟空头！","text":"跟空头！28日继续跟空头！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504604296093808","repostId":"2586294677","repostType":4,"repost":{"id":"2586294677","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764207802,"share":"https://www.laohu8.com/m/news/2586294677?lang=zh_CN&edition=full","pubTime":"2025-11-27 09:43","market":"us","language":"zh","title":"“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2586294677","media":"华尔街见闻","summary":"“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。","content":"<html><head></head><body><blockquote><p>“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。</p></blockquote><p style=\"text-align: left;\">“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”。</p><p style=\"text-align: left;\">11月26日周二，Burry在其新开设的Substack博客平台发文写道，<strong>自己“不敢相信”这些回应出自全球市值最高的上市公司之手，并称该文件“读起来几乎像个骗局”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/414732b5a8bfcd8567947270f1d75145\" tg-width=\"588\" tg-height=\"588\"/></p><p style=\"text-align: left;\">这一最新表态，是Burry近期一系列针对人工智能行业泡沫警告的延续。此前，他已通过社交平台X表达了对AI股票处于泡沫中的看法。而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%，显示出投资者情绪的微妙变化。</p><p style=\"text-align: left;\">Burry在文章中透露，他目前“继续持有针对Palantir和英伟达的看跌期权”。这证实了他并未平仓此前的做空押注，直接向市场传递了他对这两家AI明星公司前景的看空信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2336ccbb250e291ea34a12ff01481e0b\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1326633677\" style=\"text-align: left;\">“稻草人”式辩驳？</h2><p style=\"text-align: left;\">Burry的核心反驳点在于，他认为英伟达的备忘录曲解了他的批评，攻击了一些他从未提出过的论点。</p><p style=\"text-align: left;\"><strong>首先，Burry指出，他从未质疑过英伟达自身的固定资产（PP&amp;E）折旧政策。</strong>他强调，英伟达主要是一家芯片设计公司，资本支出极小，因此“没人在意英伟达自己的折旧”。他认为英伟达在此问题上的辩解是第一个“被烧掉的稻草人”。</p><p style=\"text-align: left;\"><strong>其次，对于英伟达声称其老一代芯片仍在被使用的说法，Burry同样不以为然。他澄清，自己关注的焦点是未来，即新款芯片可能在2026年至2028年间就变得功能性过时。</strong></p><p style=\"text-align: left;\">“我向前看，因为我看到了与今天投资者相关的问题，”他写道，并称这是“第二个被烧掉的稻草人”。Burry总结称，英伟达的反驳“表面上不真诚，且令人失望”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/454ee30f236f0a7572547e99baf21afd\" tg-width=\"652\" tg-height=\"897\"/></p><h2 id=\"id_172314286\" style=\"text-align: left;\">争论核心：折旧、泡沫与未来减记风险</h2><p style=\"text-align: left;\">Burry此次论战的核心，直指人工智能公司的会计处理方式，<strong>特别是其客户——那些斥巨资购买AI芯片的“超大规模数据中心”（hyperscalers）——的折旧政策。</strong></p><p style=\"text-align: left;\">他解释说，这些公司正在系统性地延长芯片和服务器的“使用年限”，以便在会计上分摊折旧成本。例如，将折旧期从三年延长至五或六年，可以在短期内美化利润、提高资产账面价值。</p><p style=\"text-align: left;\">然而，Burry警告，这种做法的风险在于，AI芯片的技术迭代速度极快。他引用微软首席执行官Satya Nadella最近的访谈作为佐证，Nadella表示，他今年早些时候放慢了数据中心的建设速度，正是因为警惕为一代AI芯片过度建设基础设施，因为下一代芯片将有不同的电力和冷却需求。</p><p style=\"text-align: left;\">Burry认为，如果芯片的“计划性淘汰”速度加快，那些延长了折旧周期的公司未来将面临巨大的资产减记风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d21a130fc600655ad9fae219c18f898\" tg-width=\"470\" tg-height=\"888\"/></p><h2 id=\"id_2623422897\" style=\"text-align: left;\">做空头寸细节与市场背景</h2><p style=\"text-align: left;\">Burry此次不仅重申了看空立场，还披露了其头寸的更多细节。根据其资产管理公司Scion Asset Management在11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权。</p><p style=\"text-align: left;\">Burry在最新的文章中澄清，<strong>尽管这些头寸的名义价值高达11亿美元，但它们的实际成本“每个仅约1000万美元”</strong>。这一细节为投资者评估其押注的真实规模提供了更准确的视角。</p><p style=\"text-align: left;\">这场论战的背景是，市场对人工智能的热情在今年将相关公司股价推至历史高位。然而，自11月初以来，随着财报季的展开和类似Burry等知名投资者的警告，市场的担忧情绪开始浮现。除英伟达外，Palantir的股价也已从近期高点下跌了20%，尽管其年初至今的涨幅依然惊人。Burry的持续发声，无疑为这场关于AI是革命还是泡沫的辩论增添了更多不确定性。</p><h2 id=\"id_2843242110\" style=\"text-align: left;\">英伟达的内部备忘录</h2><p style=\"text-align: justify;\">面对股价压力和市场疑虑，此前英伟达采取了一系列罕见的防御性沟通。</p><p style=\"text-align: justify;\">英伟达在上周末向华尔街分析师分发了一份长达七页的备忘录，旨在“逐条”反驳包括“大空头”Burry）在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。备忘录澄清：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>会计处理： </strong>英伟达强调其业务在经济上是稳健的，报告是完整和透明的，与历史上的会计欺诈案没有可比性。</p></li><li><p style=\"text-align: justify;\"><strong>设备折旧：</strong> 针对AI芯片寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设为4至6年，这符合设备的实际使用寿命。</p></li><li><p style=\"text-align: justify;\"><strong>循环融资： </strong>对于该指控，英伟达澄清其在第三季度的战略投资仅为37亿美元，占营收的一小部分，所谓循环融资的说法“毫无根据”。</p></li></ul><p style=\"text-align: justify;\">此外，英伟达11月25日通过社交平台X公开宣称：“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类ASIC芯片，能提供“更高的性能、多功能性和互换性”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 09:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760215><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760215\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a60a3ba26580255646010c2173aae1c0","relate_stocks":{"NVDA":"英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4548":"巴美列捷福持仓"},"source_url":"https://wallstreetcn.com/articles/3760215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586294677","content_text":"“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”。11月26日周二，Burry在其新开设的Substack博客平台发文写道，自己“不敢相信”这些回应出自全球市值最高的上市公司之手，并称该文件“读起来几乎像个骗局”。这一最新表态，是Burry近期一系列针对人工智能行业泡沫警告的延续。此前，他已通过社交平台X表达了对AI股票处于泡沫中的看法。而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%，显示出投资者情绪的微妙变化。Burry在文章中透露，他目前“继续持有针对Palantir和英伟达的看跌期权”。这证实了他并未平仓此前的做空押注，直接向市场传递了他对这两家AI明星公司前景的看空信号。“稻草人”式辩驳？Burry的核心反驳点在于，他认为英伟达的备忘录曲解了他的批评，攻击了一些他从未提出过的论点。首先，Burry指出，他从未质疑过英伟达自身的固定资产（PP&E）折旧政策。他强调，英伟达主要是一家芯片设计公司，资本支出极小，因此“没人在意英伟达自己的折旧”。他认为英伟达在此问题上的辩解是第一个“被烧掉的稻草人”。其次，对于英伟达声称其老一代芯片仍在被使用的说法，Burry同样不以为然。他澄清，自己关注的焦点是未来，即新款芯片可能在2026年至2028年间就变得功能性过时。“我向前看，因为我看到了与今天投资者相关的问题，”他写道，并称这是“第二个被烧掉的稻草人”。Burry总结称，英伟达的反驳“表面上不真诚，且令人失望”。争论核心：折旧、泡沫与未来减记风险Burry此次论战的核心，直指人工智能公司的会计处理方式，特别是其客户——那些斥巨资购买AI芯片的“超大规模数据中心”（hyperscalers）——的折旧政策。他解释说，这些公司正在系统性地延长芯片和服务器的“使用年限”，以便在会计上分摊折旧成本。例如，将折旧期从三年延长至五或六年，可以在短期内美化利润、提高资产账面价值。然而，Burry警告，这种做法的风险在于，AI芯片的技术迭代速度极快。他引用微软首席执行官Satya Nadella最近的访谈作为佐证，Nadella表示，他今年早些时候放慢了数据中心的建设速度，正是因为警惕为一代AI芯片过度建设基础设施，因为下一代芯片将有不同的电力和冷却需求。Burry认为，如果芯片的“计划性淘汰”速度加快，那些延长了折旧周期的公司未来将面临巨大的资产减记风险。做空头寸细节与市场背景Burry此次不仅重申了看空立场，还披露了其头寸的更多细节。根据其资产管理公司Scion Asset Management在11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权。Burry在最新的文章中澄清，尽管这些头寸的名义价值高达11亿美元，但它们的实际成本“每个仅约1000万美元”。这一细节为投资者评估其押注的真实规模提供了更准确的视角。这场论战的背景是，市场对人工智能的热情在今年将相关公司股价推至历史高位。然而，自11月初以来，随着财报季的展开和类似Burry等知名投资者的警告，市场的担忧情绪开始浮现。除英伟达外，Palantir的股价也已从近期高点下跌了20%，尽管其年初至今的涨幅依然惊人。Burry的持续发声，无疑为这场关于AI是革命还是泡沫的辩论增添了更多不确定性。英伟达的内部备忘录面对股价压力和市场疑虑，此前英伟达采取了一系列罕见的防御性沟通。英伟达在上周末向华尔街分析师分发了一份长达七页的备忘录，旨在“逐条”反驳包括“大空头”Burry）在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。备忘录澄清：会计处理： 英伟达强调其业务在经济上是稳健的，报告是完整和透明的，与历史上的会计欺诈案没有可比性。设备折旧： 针对AI芯片寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设为4至6年，这符合设备的实际使用寿命。循环融资： 对于该指控，英伟达澄清其在第三季度的战略投资仅为37亿美元，占营收的一小部分，所谓循环融资的说法“毫无根据”。此外，英伟达11月25日通过社交平台X公开宣称：“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类ASIC芯片，能提供“更高的性能、多功能性和互换性”。","news_type":1,"symbols_score_info":{"NVDA":2,"NVDS":2}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}