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","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/341086da32311b660a9fc28cbd0565f4","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567887219923824","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565536312950864,"gmtCreate":1779104798824,"gmtModify":1779104810968,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","text":"$英伟达(NVDA)$ 快回去了","images":[{"img":"https://static.tigerbbs.com/bcb3de3193ec4ae12e426ef0a3f8050b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565536312950864","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564040906614776,"gmtCreate":1778739690931,"gmtModify":1778739693089,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564040906614776","repostId":"564101877719384","repostType":1,"repost":{"id":564101877719384,"gmtCreate":1778731635517,"gmtModify":1778738153673,"author":{"id":"4240127339965010","authorId":"4240127339965010","name":"宏观姐夫","avatar":"https://static.tigerbbs.com/786901ed7d73568418b065fbd21e071d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4240127339965010","authorIdStr":"4240127339965010"},"themes":[],"title":"美国参议院以54票对45票批准沃什出任美联储主席，投资者要紧盯这5个时间点","htmlText":"5月13日，美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束，全球市场也将正式进入“沃什时代”。 市场真正关心的，不只是沃什会不会更快降息，而是他会不会顶住特朗普的宽松压力，会不会把通胀重新放回政策优先级，又能不能在美联储内部分歧加大的背景下，建立自己的政策权威。 所以，沃什上任后的前100天，不只是一次职位交接，更是市场重新理解美联储政策方向的过程。真正值得盯的，是下面5个时间点。 1、5月15日：正式接棒，市场开始给“沃什框架”定价 5月15日，鲍威尔的主席任期结束，沃什正式接棒。 这个节点本身未必立刻带来剧烈波动，但从这一天开始，市场看待美联储的方式会发生变化。过去大家问的是：鲍威尔会不会转鸽。接下来要问的是：沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率；另一边是美国通胀压力重新抬头，美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调，美联储需要维护货币政策独立性，同时也承认通胀是央行必须正面应对的问题。 所以，5月15日之后，市场最先交易的，可能不是“马上降息”，而是： 沃什会不会成为一个更容易被政治影响的主席，还是一个更强调通胀纪律的主席。 如果市场更相信后者，美元和短端美债收益率容易获得支撑；如果市场更担心前者，长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话：市场听他先讲通胀，还是先讲增长 沃什上任后，第一次公开讲话会非常重要。 时间现在还没有确定，但这个节点一定会被市场盯住。因为一位新主席的第一次发声，往往不是普通讲话，而是在主动告诉市场：未来一段时间，什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制，市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强，纳指等长久期资产会承受一些压力。","listText":"5月13日，美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束，全球市场也将正式进入“沃什时代”。 市场真正关心的，不只是沃什会不会更快降息，而是他会不会顶住特朗普的宽松压力，会不会把通胀重新放回政策优先级，又能不能在美联储内部分歧加大的背景下，建立自己的政策权威。 所以，沃什上任后的前100天，不只是一次职位交接，更是市场重新理解美联储政策方向的过程。真正值得盯的，是下面5个时间点。 1、5月15日：正式接棒，市场开始给“沃什框架”定价 5月15日，鲍威尔的主席任期结束，沃什正式接棒。 这个节点本身未必立刻带来剧烈波动，但从这一天开始，市场看待美联储的方式会发生变化。过去大家问的是：鲍威尔会不会转鸽。接下来要问的是：沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率；另一边是美国通胀压力重新抬头，美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调，美联储需要维护货币政策独立性，同时也承认通胀是央行必须正面应对的问题。 所以，5月15日之后，市场最先交易的，可能不是“马上降息”，而是： 沃什会不会成为一个更容易被政治影响的主席，还是一个更强调通胀纪律的主席。 如果市场更相信后者，美元和短端美债收益率容易获得支撑；如果市场更担心前者，长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话：市场听他先讲通胀，还是先讲增长 沃什上任后，第一次公开讲话会非常重要。 时间现在还没有确定，但这个节点一定会被市场盯住。因为一位新主席的第一次发声，往往不是普通讲话，而是在主动告诉市场：未来一段时间，什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制，市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强，纳指等长久期资产会承受一些压力。","text":"5月13日，美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束，全球市场也将正式进入“沃什时代”。 市场真正关心的，不只是沃什会不会更快降息，而是他会不会顶住特朗普的宽松压力，会不会把通胀重新放回政策优先级，又能不能在美联储内部分歧加大的背景下，建立自己的政策权威。 所以，沃什上任后的前100天，不只是一次职位交接，更是市场重新理解美联储政策方向的过程。真正值得盯的，是下面5个时间点。 1、5月15日：正式接棒，市场开始给“沃什框架”定价 5月15日，鲍威尔的主席任期结束，沃什正式接棒。 这个节点本身未必立刻带来剧烈波动，但从这一天开始，市场看待美联储的方式会发生变化。过去大家问的是：鲍威尔会不会转鸽。接下来要问的是：沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率；另一边是美国通胀压力重新抬头，美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调，美联储需要维护货币政策独立性，同时也承认通胀是央行必须正面应对的问题。 所以，5月15日之后，市场最先交易的，可能不是“马上降息”，而是： 沃什会不会成为一个更容易被政治影响的主席，还是一个更强调通胀纪律的主席。 如果市场更相信后者，美元和短端美债收益率容易获得支撑；如果市场更担心前者，长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话：市场听他先讲通胀，还是先讲增长 沃什上任后，第一次公开讲话会非常重要。 时间现在还没有确定，但这个节点一定会被市场盯住。因为一位新主席的第一次发声，往往不是普通讲话，而是在主动告诉市场：未来一段时间，什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制，市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强，纳指等长久期资产会承受一些压力。","images":[{"img":"https://static.tigerbbs.com/1f3248156fb84ea77888b7d9997bea27","width":"1672","height":"941"},{"img":"https://static.tigerbbs.com/a9200e3553345f148d4dc2733fd63dc9","width":"1672","height":"941"},{"img":"https://static.tigerbbs.com/85eb31e1443241efd2b535c0d20e98ff","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564101877719384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563444138338088,"gmtCreate":1778593994969,"gmtModify":1778595903510,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20270115 200.0 CALL\">$NVDA 20270115 200.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20270115 200.0 CALL\">$NVDA 20270115 200.0 CALL$ </a> ","text":"$NVDA 20270115 200.0 CALL$","images":[{"img":"https://static.tigerbbs.com/e94975bf440652aac78facefbe13f44c","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563444138338088","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":562895661011472,"gmtCreate":1778454250695,"gmtModify":1778454262663,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/9ffe48bbc09f0e2573ff83c0802dfe6b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562895661011472","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561633180211064,"gmtCreate":1778149252147,"gmtModify":1778149254247,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561633180211064","repostId":"561539606017736","repostType":1,"repost":{"id":561539606017736,"gmtCreate":1778126393671,"gmtModify":1778130600192,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586347563730096","authorIdStr":"3586347563730096"},"themes":[],"title":"","htmlText":"分享下现在的持仓情况[正经] 昨天<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2w多刀买了20手 <a href=\"https://laohu8.com/OPT/AMD 20260508 355.0 CALL\">$AMD 20260508 355.0 CALL$ </a> 赚了10w多美金 还留10手 看看有没有股价到450的机会 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","listText":"分享下现在的持仓情况[正经] 昨天<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2w多刀买了20手 <a href=\"https://laohu8.com/OPT/AMD 20260508 355.0 CALL\">$AMD 20260508 355.0 CALL$ </a> 赚了10w多美金 还留10手 看看有没有股价到450的机会 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","text":"分享下现在的持仓情况[正经] 昨天$美国超微公司(AMD)$ 2w多刀买了20手 $AMD 20260508 355.0 CALL$ 赚了10w多美金 还留10手 看看有没有股价到450的机会 $英特尔(INTC)$ 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 $Palantir Technologies Inc.(PLTR)$ 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 $CoreWeave, Inc.(CRWV)$ 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","images":[{"img":"https://static.tigerbbs.com/47b676fe2f65cc90bada0b1e5ebe87eb","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561539606017736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561330035418192,"gmtCreate":1778075167330,"gmtModify":1778075179677,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SMCI 20270115 40.0 CALL\">$SMCI 20270115 40.0 CALL$ </a> 厉害👍🏻","listText":"<a href=\"https://laohu8.com/OPT/SMCI 20270115 40.0 CALL\">$SMCI 20270115 40.0 CALL$ </a> 厉害👍🏻","text":"$SMCI 20270115 40.0 CALL$ 厉害👍🏻","images":[{"img":"https://static.tigerbbs.com/1e517f3e1369003314d23e5d7641bc29","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561330035418192","isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560883545662688,"gmtCreate":1777966244954,"gmtModify":1777966248206,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 牛掰","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 牛掰","text":"$谷歌(GOOG)$ 牛掰","images":[{"img":"https://static.tigerbbs.com/19a74062d29cb5919443e81845ef379f","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560883545662688","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558999487997544,"gmtCreate":1777506208463,"gmtModify":1777506211012,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558999487997544","repostId":"558818459940176","repostType":1,"repost":{"id":558818459940176,"gmtCreate":1777462066340,"gmtModify":1777466400209,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586347563730096","authorIdStr":"3586347563730096"},"themes":[],"title":"","htmlText":"疯狂的四月 今明两天四月的最后一战 会做点期权玩玩<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 利润做的所以可能会有点狂野 不要盲目跟单 四月一起赚了钱的 可以小金额玩玩 ","listText":"疯狂的四月 今明两天四月的最后一战 会做点期权玩玩<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 利润做的所以可能会有点狂野 不要盲目跟单 四月一起赚了钱的 可以小金额玩玩 ","text":"疯狂的四月 今明两天四月的最后一战 会做点期权玩玩$英特尔(INTC)$ $微软(MSFT)$ $亚马逊(AMZN)$ $Meta Platforms, Inc.(META)$ $苹果(AAPL)$ 利润做的所以可能会有点狂野 不要盲目跟单 四月一起赚了钱的 可以小金额玩玩","images":[{"img":"https://static.tigerbbs.com/5cabe614f4a205a9385aacd877360585","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558818459940176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558992584860008,"gmtCreate":1777504576498,"gmtModify":1777504588250,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/2139c44073125b1e16c218201e04f248","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558992584860008","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":558991664715376,"gmtCreate":1777504298887,"gmtModify":1777512733143,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 值得表扬！","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 值得表扬！","text":"$谷歌(GOOG)$ 值得表扬！","images":[{"img":"https://static.tigerbbs.com/475ce401e1e7c401080235ab9fb68f95","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558991664715376","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558648984351048,"gmtCreate":1777420607211,"gmtModify":1777426807014,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"结论：短期震荡筑底、难快速反弹；中期能否企稳取决于AI/机器人落地与现金流平衡，当前股价处于370–390美元震荡区间。 一、财报核心（2026Q1，4/22盘后） - 营收：223.87亿美元（+16%），符合预期 。 - 非GAAP净利：14.53亿美元（+56%），超预期 。 - 汽车毛利率：21.1%，三年新高 。 - 自由现金流：14.44亿美元，市场原预期为负 。 - 资本开支指引：250亿美元+（原200亿），投向AI/机器人/芯片；Q2–Q4现金流预计转负。 二、股价表现（截至4/28） - 财报盘后：先涨4%→转跌1%，资金分歧明显 。 - 最新价：376.02美元，较财报前跌3%，近三月跌10.86%。 - 估值：TTM市盈率345，仍处高位。 三、企稳的支撑与压力 ✅ 支撑（利于企稳） 1. 盈利韧性强：汽车毛利/现金流超预期，证明基本盘稳健。 2. AI/机器人叙事：Dojo芯片、Optimus产线、与SpaceX合作造芯片厂，长期成长逻辑未破 。 3. 估值回调：近三月跌超10%，部分消化高估值压力。 ❌ 压力（阻碍企稳） 1. 短期现金流承压：250亿资本开支，Q2起自由现金流转负，压制风险偏好。 2. 销量增速放缓：Q1交付35.8万辆（+6.3%），环比**-14.4%**，汽车增长乏力 。 3. AI落地存疑：FSD商业化、Robotaxi/Optimus量产时间表模糊，“讲故事”成分仍大。 4. 宏观与行业：美联储高利率、电动车价格战加剧，压制板块估值。 四、判断与关键观察 - 短期（1–4周）：370–390美元震荡","listText":"结论：短期震荡筑底、难快速反弹；中期能否企稳取决于AI/机器人落地与现金流平衡，当前股价处于370–390美元震荡区间。 一、财报核心（2026Q1，4/22盘后） - 营收：223.87亿美元（+16%），符合预期 。 - 非GAAP净利：14.53亿美元（+56%），超预期 。 - 汽车毛利率：21.1%，三年新高 。 - 自由现金流：14.44亿美元，市场原预期为负 。 - 资本开支指引：250亿美元+（原200亿），投向AI/机器人/芯片；Q2–Q4现金流预计转负。 二、股价表现（截至4/28） - 财报盘后：先涨4%→转跌1%，资金分歧明显 。 - 最新价：376.02美元，较财报前跌3%，近三月跌10.86%。 - 估值：TTM市盈率345，仍处高位。 三、企稳的支撑与压力 ✅ 支撑（利于企稳） 1. 盈利韧性强：汽车毛利/现金流超预期，证明基本盘稳健。 2. AI/机器人叙事：Dojo芯片、Optimus产线、与SpaceX合作造芯片厂，长期成长逻辑未破 。 3. 估值回调：近三月跌超10%，部分消化高估值压力。 ❌ 压力（阻碍企稳） 1. 短期现金流承压：250亿资本开支，Q2起自由现金流转负，压制风险偏好。 2. 销量增速放缓：Q1交付35.8万辆（+6.3%），环比**-14.4%**，汽车增长乏力 。 3. AI落地存疑：FSD商业化、Robotaxi/Optimus量产时间表模糊，“讲故事”成分仍大。 4. 宏观与行业：美联储高利率、电动车价格战加剧，压制板块估值。 四、判断与关键观察 - 短期（1–4周）：370–390美元震荡","text":"结论：短期震荡筑底、难快速反弹；中期能否企稳取决于AI/机器人落地与现金流平衡，当前股价处于370–390美元震荡区间。 一、财报核心（2026Q1，4/22盘后） - 营收：223.87亿美元（+16%），符合预期 。 - 非GAAP净利：14.53亿美元（+56%），超预期 。 - 汽车毛利率：21.1%，三年新高 。 - 自由现金流：14.44亿美元，市场原预期为负 。 - 资本开支指引：250亿美元+（原200亿），投向AI/机器人/芯片；Q2–Q4现金流预计转负。 二、股价表现（截至4/28） - 财报盘后：先涨4%→转跌1%，资金分歧明显 。 - 最新价：376.02美元，较财报前跌3%，近三月跌10.86%。 - 估值：TTM市盈率345，仍处高位。 三、企稳的支撑与压力 ✅ 支撑（利于企稳） 1. 盈利韧性强：汽车毛利/现金流超预期，证明基本盘稳健。 2. AI/机器人叙事：Dojo芯片、Optimus产线、与SpaceX合作造芯片厂，长期成长逻辑未破 。 3. 估值回调：近三月跌超10%，部分消化高估值压力。 ❌ 压力（阻碍企稳） 1. 短期现金流承压：250亿资本开支，Q2起自由现金流转负，压制风险偏好。 2. 销量增速放缓：Q1交付35.8万辆（+6.3%），环比**-14.4%**，汽车增长乏力 。 3. AI落地存疑：FSD商业化、Robotaxi/Optimus量产时间表模糊，“讲故事”成分仍大。 4. 宏观与行业：美联储高利率、电动车价格战加剧，压制板块估值。 四、判断与关键观察 - 短期（1–4周）：370–390美元震荡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558648984351048","isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504492762248056,"gmtCreate":1764195789142,"gmtModify":1764195790945,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$ </a><v-v data-views=\"1\"></v-v> ","text":"$罗素2000指数ETF(IWM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504492762248056","isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499627361230992,"gmtCreate":1763004447310,"gmtModify":1763004449718,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"持仓静待花开，后续机会很大","listText":"持仓静待花开，后续机会很大","text":"持仓静待花开，后续机会很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499627361230992","isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499624567202160,"gmtCreate":1763004401947,"gmtModify":1763004403764,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 做空","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 做空","text":"$Circle Internet Corp.(CRCL)$ 做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499624567202160","isVote":1,"tweetType":1,"viewCount":2774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499625911861800,"gmtCreate":1763004233470,"gmtModify":1763005448642,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/IWM 20251219 260.0 CALL\">$IWM 20251219 260.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/IWM 20251219 260.0 CALL\">$IWM 20251219 260.0 CALL$ </a> ","text":"$IWM 20251219 260.0 CALL$","images":[{"img":"https://static.tigerbbs.com/bb1a4e1f8b2fb85b82c3974185912b49","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499625911861800","isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499624302932640,"gmtCreate":1763004189467,"gmtModify":1763004191521,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"[真香] ","listText":"[真香] ","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499624302932640","repostId":"496059163431104","repostType":1,"repost":{"id":496059163431104,"gmtCreate":1762139404679,"gmtModify":1762236601834,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"为什么短线老失败而长线一直成功？","htmlText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","listText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","text":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 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href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499626808471888","repostId":"499331042878280","repostType":1,"repost":{"id":499331042878280,"gmtCreate":1762932232737,"gmtModify":1762968602635,"author":{"id":"3540981758122186","authorId":"3540981758122186","name":"事实与逻辑往往赢不了情绪","avatar":"https://static.tigerbbs.com/a4898c9c405e087d05085f10920cf0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540981758122186","authorIdStr":"3540981758122186"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 147买的，买来就跌…财报发布后是涨是跌啊？🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 147买的，买来就跌…财报发布后是涨是跌啊？🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀","text":"$Circle Internet Corp.(CRCL)$ 147买的，买来就跌…财报发布后是涨是跌啊？🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀🙀","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499331042878280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":368647937003656,"gmtCreate":1731039621492,"gmtModify":1731041951245,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$ </a><v-v data-views=\"0\"></v-v> 厉害👍","listText":"<a 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快回去了","images":[{"img":"https://static.tigerbbs.com/bcb3de3193ec4ae12e426ef0a3f8050b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565536312950864","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":451579878142456,"gmtCreate":1751275144808,"gmtModify":1751276575163,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451579878142456","repostId":"1185096111","repostType":2,"repost":{"id":"1185096111","kind":"news","pubTimestamp":1751274027,"share":"https://www.laohu8.com/m/news/1185096111?lang=zh_CN&edition=full","pubTime":"2025-06-30 17:00","market":"us","language":"zh","title":"高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185096111","media":"口罩哥研报60秒","summary":"首次覆盖！一盆冷水！","content":"<html><head></head><body><p><strong>首次覆盖！一盆冷水！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcae9242c0bd50b53c044b4ea30b417\" title=\"\" tg-width=\"1080\" tg-height=\"992\"/></p><p style=\"text-align: left;\"><strong>2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。</strong></p><p style=\"text-align: left;\">高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。</p><p style=\"text-align: left;\">高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。<u>“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。</u></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e8ecaa0705bf4818a9e0e1ebce02bc\" title=\"\" tg-width=\"1080\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，<u>但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。</u></p><p style=\"text-align: left;\">高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。</p></body></html>","source":"lsy1751274080750","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>高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 17:00 北京时间 <a href=https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A><strong>口罩哥研报60秒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A\">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/49b0fe58ba5359a9110f35b14f9829f5","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185096111","content_text":"首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570723421405248,"gmtCreate":1780340972828,"gmtModify":1780346928714,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 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","text":"[正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497215829196960","repostId":"1191645012","repostType":2,"repost":{"id":"1191645012","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":1762411420,"share":"https://www.laohu8.com/m/news/1191645012?lang=zh_CN&edition=full","pubTime":"2025-11-06 14:43","market":"us","language":"zh","title":"特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争","url":"https://stock-news.laohu8.com/highlight/detail?id=1191645012","media":"老虎资讯综合","summary":"本周四，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。此次股东大会，马斯克的薪酬方案无疑是重中之重。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。结语这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。</p><p>据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案：争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举：高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。</p><p>有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资：关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 提供资金支持，可能会引发利益冲突，损害特斯拉股东的利益，毕竟特斯拉是一家上市公司，其决策需要充分考虑广大股东的权益。因此，此次投票不仅是对特斯拉投资战略的一次考验，也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。</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>特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争\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\">2025-11-06 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。</p><p>据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案：争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举：高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。</p><p>有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资：关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 提供资金支持，可能会引发利益冲突，损害特斯拉股东的利益，毕竟特斯拉是一家上市公司，其决策需要充分考虑广大股东的权益。因此，此次投票不仅是对特斯拉投资战略的一次考验，也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353","relate_stocks":{"TSLQ":"2倍做空TSLA ETF-Tradr","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191645012","content_text":"周四，特斯拉股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。薪酬方案：争议中的万亿博弈1.马斯克的诉求与过往纠纷马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。2. 方案细节与正反观点新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。3. 关键方态度特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。董事会选举：高薪争议下的连任博弈需重选的董事会成员及相关委员会任职除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。股东对董事会成员薪酬过高的批评这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”xAI 投资：关联交易引发质疑马斯克多公司事务与 xAI 发展马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。特斯拉与 xAI 潜在合作及股东投票目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 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