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Monkey D luffy
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IP属地:四川
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Monkey D luffy
06-10
$美国超微公司(AMD)$
宏观数据比想象的好,肯定要反弹了
Monkey D luffy
06-05
$博通(AVGO)$
一只老鼠屎坏一锅粥
Monkey D luffy
06-05
屎都跌出来了
多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发
Monkey D luffy
06-05
$美国超微公司(AMD)$
肉是一口没吃到,打是一顿没少挨
Monkey D luffy
06-04
$博通(AVGO)$
赌财报赌到雷了
Monkey D luffy
05-28
$英伟达(NVDA)$
体量太大,涨不动了吗
Monkey D luffy
05-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
继续砸啊,这些废物空头
Monkey D luffy
05-27
$XL二南方海力士(07709)$
买在最高点了。。。。。。。
Monkey D luffy
05-21
$美国超微公司(AMD)$
你可以再回调点吗
Monkey D luffy
05-21
$南方两倍做多海力士(07709)$
为什么正股涨了10%,两倍做多不到20%,哪个大佬讲讲
Monkey D luffy
05-20
$南方两倍做多海力士(07709)$
这样跌?
Monkey D luffy
05-19
$美光科技(MU)$
美光这是稳住了啊
Monkey D luffy
05-19
$美国超微公司(AMD)$
按摩店直奔350了
Monkey D luffy
05-14
$英特尔(INTC)$
我不卖,这个月已经卖飞英伟达,按摩店和rklb了
Monkey D luffy
05-13
$Palantir Technologies Inc.(PLTR)$
当时把我害惨了,还好换赛道去存储了,你是真的牛批🐂🍺
Monkey D luffy
02-05
$Palantir Technologies Inc.(PLTR)$
还下杀啊?疯了吧
Monkey D luffy
02-04
$Palantir Technologies Inc.(PLTR)$
昨天财报那么好,今天跌 7%,你真是吊
Monkey D luffy
02-04
人才
大行评级丨高盛:下调Palantir目标价至182美元,长期仍面临生态系统风险
Monkey D luffy
02-03
$Palantir Technologies Inc.(PLTR)$
加仓了,上 200 不是问题
Monkey D luffy
01-30
$Palantir Technologies Inc.(PLTR)$
洗盘
去老虎APP查看更多动态
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一只老鼠屎坏一锅粥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/572015713307224","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180182421816592","authorId":"4180182421816592","name":"Pagpang","avatar":"https://static.tigerbbs.com/1a6e2c54ae1ac40ca0dfac895f5f3db9","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4180182421816592","idStr":"4180182421816592"},"content":"每次都是他[愤怒][愤怒][愤怒]","text":"每次都是他[愤怒][愤怒][愤怒]","html":"每次都是他[愤怒][愤怒][愤怒]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572012445267024,"gmtCreate":1780673871908,"gmtModify":1780674258183,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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AI时代下,CPU在AI基建中的重要性显著增强,GPU/CPU配置比正从此前的4:1或8:1向1:1演进。","content":"<html><body><div>\n<p> 在<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>公布超预期的第一季度财报及强劲的第二季度指引后,<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>、伯恩斯坦及<a href=\"https://laohu8.com/S/03329\">交银国际</a>等多家机构近期纷纷上调其评级与目标价,核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。</p>\n<p> AMD第一季度财报显示,公司营收达102.5亿美元,每股收益1.37美元,分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是,公司对第二季度的营收指引高达112亿美元,远高于市场预期的105亿美元。交银国际在研报中指出,此次业绩最大亮点在于管理层将2030年服务器CPU总潜在市场目标从18%的复合年增长率翻倍上调至35%以上,直指1200亿美元。</p>\n<p> 高盛分析师将AMD评级上调至“买入”,目标价从240美元大幅上调至450美元。其核心逻辑在于,Agentic AI正成为服务器CPU市场的“中期顺风”,AMD将是企业端采用浪潮中的“超额受益者”。伯恩斯坦同样将AMD评级上调至“跑赢大盘”,目标价由265美元上调至525美元,认为管理层对市场规模的预测正变得越来越具有可信度。</p>\n<p> 这一轮评级上调的背景,是业界对AI算力架构认知的根本转变。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>在近期报告中指出,Agentic AI时代下,CPU在AI基建中的重要性显著增强,GPU/CPU配置比正从此前的4:1或8:1向1:1演进。AMD管理层在财报电话会议上明确表示,过去CPU和GPU的配比基本上是1:4或者1:8的头节点配置,现在这个比例正在向1:1靠拢。</p>\n<p> 从业务表现看,AMD数据中心业务第一季度营收达57.8亿美元,同比增长57%,在账面上持续超越<span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span></span>。管理层预计随着第六代EPYC CPU Venice于下半年上线,数据中心CPU收入或在2026年下半年同比上升超过70%。与此同时,Instinct GPU系列正处于出货爬坡期,下半年MI450将进入大规模放量阶段,CPU与GPU双引擎正在协同放大公司的成长空间。</p>\n<p> <a href=\"https://laohu8.com/S/HSBC\">汇丰</a>研究则在乐观中保持审慎,将AMD目标价从340美元上调至380美元,维持“持有”评级,认为2026年下半年因供应链产能限制,盈利仍存在一定下行风险。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:张俊 SF065</p>\n</div></body></html>","source":"sina","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>多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发</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多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-05 22:13 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AMD公布超预期的第一季度财报及强劲的第二季度指引后,高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价,核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。\n AMD第一季度财报显示,公司营收达102.5亿美元,每股收益1.37美元,分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是,公司对第二季度的营收指引高达112亿美元,远高于市场预期的105...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4141":"半导体产品","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","AMDD":"1倍做空AMD ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","AMDL":"2倍做多AMD 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","PLTW":"PLTR周配息ETF-Roundhill","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4585":"ETF&股票定投概念","PLTZ":"2倍做空PLTR ETF-Defiance","BK4547":"WSB热门概念","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","BK4613":"AI应用软件","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTA":"ProShares Ultra PLTR ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PTIR":"2倍做多PLTR ETF-GraniteShares","BK4588":"碎股","PLTG":"2倍做多PLTR ETF-Leverage Shares","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTR":"Palantir Technologies Inc.","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4023":"应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTU":"2倍做多PLTR 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luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 加仓了,上 200 不是问题","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 加仓了,上 200 不是问题","text":"$Palantir Technologies Inc.(PLTR)$ 加仓了,上 200 不是问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528801259590792","isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527415664408176,"gmtCreate":1769784562226,"gmtModify":1769784564368,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"title":"","htmlText":"我也因为我买了特斯拉汽车感到羞耻,马斯克是法西斯","listText":"我也因为我买了特斯拉汽车感到羞耻,马斯克是法西斯","text":"我也因为我买了特斯拉汽车感到羞耻,马斯克是法西斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407467956822232","repostId":"2514058632","repostType":2,"repost":{"id":"2514058632","kind":"highlight","pubTimestamp":1740495925,"share":"https://www.laohu8.com/m/news/2514058632?lang=zh_CN&edition=full","pubTime":"2025-02-25 23:05","market":"us","language":"zh","title":"美股异动 | 特斯拉跌超6%,总市值跌破1万亿美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=2514058632","media":"智通财经网","summary":"智通财经APP获悉,1月,特斯拉在欧洲的销量暴跌45%,与之形成鲜明对比的是,其竞争对手的电动汽车销量却出现了显著增长。目前,特斯拉正面临产品迭代与领导人政治立场的双重挑战。在去年的美国大选期间成为特朗普的大金主之一后,马斯克将目光投向了欧洲,支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车,这是自2021年7月以来的最低月度销量。尽管英国电动车市场上月增长了42%,但特斯拉的销量却下滑了近8%。","content":"<html><head></head><body><p>2月25日,特斯拉盘初跌超6%,总市值跌破1万亿美元关口。1月<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲的销量暴跌45%,与之形成鲜明对比的是,其竞争对手的电动汽车销量却出现了显著增长。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91371629b61babd1e9bcbcbbe7956487\" tg-width=\"458\" tg-height=\"426\"/></p><p>欧洲汽车制造商协会最新数据显示,这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆,远低于上年同期的18161辆。欧洲整体电动车市场则增长37%,其中德国、英国等主要市场均取得了显著增长。</p><p>目前,特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造,同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。</p><p>在去年的美国大选期间成为特朗普的大金主之一后,马斯克将目光投向了欧洲,支持极右翼政党并抨击现任政府。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d82fbf83aa602aa1ed3ea9d233a7bce\" title=\"\" tg-width=\"485\" tg-height=\"286\"/></p><p>特斯拉上个月在德国仅注册了1277辆新车,这是自2021年7月以来的最低月度销量。在法国,其销量暴跌63%,创下自2022年8月以来的最差表现。</p><p>此外,特斯拉在英国的新车注册量首次被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(01211)超越。尽管英国电动车市场上月增长了42%,但特斯拉的销量却下滑了近8%。</p><p>民调机构YouGov于1月中旬在德国和英国进行的民意调查显示,德国和英国的受访者对马斯克的看法普遍不佳,且对其干预两国政治的行为表示不满。1月9日,马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel),试图为这个反移民、亲俄政党造势,该党在近期选举中位居次席。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4d2bbb53af1828d00aa02aa5332cc6\" title=\"\" tg-width=\"492\" tg-height=\"253\"/></p><p>在1月下旬的德国选择党集会上,马斯克更是呼吁德国人为自己的文化和价值观感到自豪,不要过度关注过去的罪行,相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕,引发舆论哗然。</p><p>上月,马斯克还呼吁监禁英国首相基尔·斯塔默,同时主张释放被监禁的极右翼活动人士。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d34561c44ee8ad0e4ced53f274d4e13\" title=\"\" tg-width=\"474\" tg-height=\"277\"/></p><p>另一方面,特斯拉在部分市场可能面临库存短缺的问题,这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。</p><p>首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称,Model Y产线改造将造成数周生产停滞。据了解,该公司在全球四个工厂生产Model Y,包括柏林郊外的工厂。</p><p>值得关注的是,在欧洲,以大众汽车(VWAGY.US)、Stellantis(STLA.US)和<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>(RNLSY.US)为首的竞争对手也面临着更大的监管压力,需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局,传统车企面临双重压力:既要满足今年更严苛的二氧化碳排放标准,又需在2035年前实现英国市场零排放车型销售占比的稳步提升。</p></body></html>","source":"highlight_zhitongcaijin","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>美股异动 | 特斯拉跌超6%,总市值跌破1万亿美元关口</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美股异动 | 特斯拉跌超6%,总市值跌破1万亿美元关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 23:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1253921.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月25日,特斯拉盘初跌超6%,总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%,与之形成鲜明对比的是,其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示,这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆,远低于上年同期的18161辆。欧洲整体电动车市场则增长37%,其中德国、英国等主要市场均取得了显著增长。目前,特斯拉正面临产品迭代与领导人政治立场的双重...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1253921.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1253921.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2514058632","content_text":"2月25日,特斯拉盘初跌超6%,总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%,与之形成鲜明对比的是,其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示,这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆,远低于上年同期的18161辆。欧洲整体电动车市场则增长37%,其中德国、英国等主要市场均取得了显著增长。目前,特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造,同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。在去年的美国大选期间成为特朗普的大金主之一后,马斯克将目光投向了欧洲,支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车,这是自2021年7月以来的最低月度销量。在法国,其销量暴跌63%,创下自2022年8月以来的最差表现。此外,特斯拉在英国的新车注册量首次被比亚迪(01211)超越。尽管英国电动车市场上月增长了42%,但特斯拉的销量却下滑了近8%。民调机构YouGov于1月中旬在德国和英国进行的民意调查显示,德国和英国的受访者对马斯克的看法普遍不佳,且对其干预两国政治的行为表示不满。1月9日,马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel),试图为这个反移民、亲俄政党造势,该党在近期选举中位居次席。在1月下旬的德国选择党集会上,马斯克更是呼吁德国人为自己的文化和价值观感到自豪,不要过度关注过去的罪行,相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕,引发舆论哗然。上月,马斯克还呼吁监禁英国首相基尔·斯塔默,同时主张释放被监禁的极右翼活动人士。另一方面,特斯拉在部分市场可能面临库存短缺的问题,这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称,Model Y产线改造将造成数周生产停滞。据了解,该公司在全球四个工厂生产Model Y,包括柏林郊外的工厂。值得关注的是,在欧洲,以大众汽车(VWAGY.US)、Stellantis(STLA.US)和雷诺(RNLSY.US)为首的竞争对手也面临着更大的监管压力,需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局,传统车企面临双重压力:既要满足今年更严苛的二氧化碳排放标准,又需在2035年前实现英国市场零排放车型销售占比的稳步提升。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":5108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501066499743952,"gmtCreate":1763371448678,"gmtModify":1763371569630,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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20:24","market":"hk","language":"zh","title":"雷军:小米YU7大定数据出来时愣住了,看了好几遍才敢分享","url":"https://stock-news.laohu8.com/highlight/detail?id=1138170483","media":"老虎资讯综合","summary":"创造了中国汽车工业的奇迹。","content":"<html><head></head><body><p>7月2日,雷军举行返场直播,畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况,雷军表示,“看到(三分钟)大定数据的第一时间我都愣住了,看了好几遍才跟现场的人分享。三分钟大定20万单,一小时大定28.9万单,这个数字绝对创造了中国汽车工业的奇迹,所以大家都非常震惊。”(新浪科技)</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>雷军:小米YU7大定数据出来时愣住了,看了好几遍才敢分享</title>\n<style 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20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日,雷军举行返场直播,畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况,雷军表示,“看到(三分钟)大定数据的第一时间我都愣住了,看了好几遍才跟现场的人分享。三分钟大定20万单,一小时大定28.9万单,这个数字绝对创造了中国汽车工业的奇迹,所以大家都非常震惊。”(新浪科技)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138170483","content_text":"7月2日,雷军举行返场直播,畅聊16款产品背后的故事。对于小米YU7上线即爆单的情况,雷军表示,“看到(三分钟)大定数据的第一时间我都愣住了,看了好几遍才跟现场的人分享。三分钟大定20万单,一小时大定28.9万单,这个数字绝对创造了中国汽车工业的奇迹,所以大家都非常震惊。”(新浪科技)","news_type":1,"symbols_score_info":{"01810":1.1,"XIACY":1.1}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407069372437144,"gmtCreate":1740400469892,"gmtModify":1740401877817,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey 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10:56","market":"us","language":"zh","title":"AI领域迎关键考验!英伟达财报将至,能否重振股价?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127029152","media":"老虎资讯综合","summary":"2月24日,$英伟达$的财报将成为人工智能投资交易的关键考验,尤其是在该股年初表现不佳的情况下。期权市场预测,在英伟达发布第四季度财报时,股价将可能波动7%。自年初以来,股价仅上涨了0.9%,而过去一个月下跌了3.9%。对于寻找如何应对英伟达财报的投资者来说,这次财报可能会在人工智能领域的其他交易中带来机会。英伟达计划在2月26日星期三市场收盘后发布财报,预计收入将同比增长73%,相比去年265%的增长,增速明显放缓。","content":"<html><head></head><body><p>2月24日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验,尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期,股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上,未来的道路可能会充满波动,因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号:做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯(Raymond James)首席市场策略师马特·奥尔顿(Matt Orton)在接受雅虎财经采访时表示:“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测,在英伟达发布第四季度财报时,股价将可能波动7%。相比于最近几个季度,这是一个较为温和的反应,但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告,这一季度的不同之处在于,波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔(David Boole)告诉我,财报发布后一个月内,股价可能会继续经历过山车般的波动,因为一些投资者已经在DeepSeek引发的抛售后逢低买入,而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时,英伟达曾经强劲的增长势头已经放缓。自年初以来,股价仅上涨了0.9%,而过去一个月下跌了3.9%。这与2024年公司股价飙升171%,并占据标准普尔500指数年初以来涨幅超过22%的情况相比,增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta(META)现在位居第一,贡献了基准指数13%的年初至今涨幅,而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性,华尔街的许多分析师仍然对英伟达的长期前景保持看好,正如雅虎财经执行编辑布莱恩·索齐(Brian Sozzi)所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅(Vivek Arya)警告称,英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风,但随后公司仍然有强劲的长期前景。</p><p>“财报发布后,股价可能会出现波动,但我们预计,随着投资者期待英伟达引领的新产品线(如GB300、Rubin)和在即将举行的GTC大会(3月17日)上,英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展,股价将恢复正面动能,”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说,这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票,称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动,并看看还能把钱投到哪里……因为在短期内,这个市场依然波动较大,”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化,尤其是在DeepSeek新闻发布后。我依然看好软件领域,特别是网络安全,因为黑客攻击的次数增加,且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报,预计收入将同比增长73%,相比去年265%的增长,增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</em></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>AI领域迎关键考验!英伟达财报将至,能否重振股价?</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\">\nAI领域迎关键考验!英伟达财报将至,能否重振股价?\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\">2025-02-24 10:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验,尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期,股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上,未来的道路可能会充满波动,因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号:做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯(Raymond James)首席市场策略师马特·奥尔顿(Matt Orton)在接受雅虎财经采访时表示:“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测,在英伟达发布第四季度财报时,股价将可能波动7%。相比于最近几个季度,这是一个较为温和的反应,但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告,这一季度的不同之处在于,波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔(David Boole)告诉我,财报发布后一个月内,股价可能会继续经历过山车般的波动,因为一些投资者已经在DeepSeek引发的抛售后逢低买入,而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时,英伟达曾经强劲的增长势头已经放缓。自年初以来,股价仅上涨了0.9%,而过去一个月下跌了3.9%。这与2024年公司股价飙升171%,并占据标准普尔500指数年初以来涨幅超过22%的情况相比,增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta(META)现在位居第一,贡献了基准指数13%的年初至今涨幅,而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性,华尔街的许多分析师仍然对英伟达的长期前景保持看好,正如雅虎财经执行编辑布莱恩·索齐(Brian Sozzi)所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅(Vivek Arya)警告称,英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风,但随后公司仍然有强劲的长期前景。</p><p>“财报发布后,股价可能会出现波动,但我们预计,随着投资者期待英伟达引领的新产品线(如GB300、Rubin)和在即将举行的GTC大会(3月17日)上,英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展,股价将恢复正面动能,”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说,这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票,称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动,并看看还能把钱投到哪里……因为在短期内,这个市场依然波动较大,”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化,尤其是在DeepSeek新闻发布后。我依然看好软件领域,特别是网络安全,因为黑客攻击的次数增加,且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报,预计收入将同比增长73%,相比去年265%的增长,增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US 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ACC","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127029152","content_text":"2月24日,英伟达的财报将成为人工智能投资交易的关键考验,尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期,股价是否能恢复失去的动能仍然无法保证。事实上,未来的道路可能会充满波动,因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号:做好迎接剧烈波动的准备。雷蒙德·詹姆斯(Raymond James)首席市场策略师马特·奥尔顿(Matt Orton)在接受雅虎财经采访时表示:“我们预计将会有显著的波动……我们每次都看到了这种情况。”期权市场预测,在英伟达发布第四季度财报时,股价将可能波动7%。相比于最近几个季度,这是一个较为温和的反应,但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。专业人士警告,这一季度的不同之处在于,波动性可能会持续更长时间。BayCrest股票衍生品管理总监大卫·布尔(David Boole)告诉我,财报发布后一个月内,股价可能会继续经历过山车般的波动,因为一些投资者已经在DeepSeek引发的抛售后逢低买入,而其他被吓到的投资者可能对财报结果感到不满意。与此同时,英伟达曾经强劲的增长势头已经放缓。自年初以来,股价仅上涨了0.9%,而过去一个月下跌了3.9%。这与2024年公司股价飙升171%,并占据标准普尔500指数年初以来涨幅超过22%的情况相比,增长显著放缓。这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta(META)现在位居第一,贡献了基准指数13%的年初至今涨幅,而英伟达则为5%。尽管短期存在不确定性,华尔街的许多分析师仍然对英伟达的长期前景保持看好,正如雅虎财经执行编辑布莱恩·索齐(Brian Sozzi)所指出的。美国银行的维韦克·阿雅(Vivek Arya)警告称,英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风,但随后公司仍然有强劲的长期前景。“财报发布后,股价可能会出现波动,但我们预计,随着投资者期待英伟达引领的新产品线(如GB300、Rubin)和在即将举行的GTC大会(3月17日)上,英伟达在机器人和量子技术领域的市场扩展,股价将恢复正面动能,”阿雅在近期的客户报告中写道。对于寻找如何应对英伟达财报的投资者来说,这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票,称它们是AI“下一阶段”的最佳投资。“你需要消化英伟达带来的任何波动,并看看还能把钱投到哪里……因为在短期内,这个市场依然波动较大,”奥尔顿补充道。“我们已经看到了软件与其他所有AI领域的分化,尤其是在DeepSeek新闻发布后。我依然看好软件领域,特别是网络安全,因为黑客攻击的次数增加,且企业层面的投资仍在持续。”英伟达计划在2月26日星期三市场收盘后发布财报,预计收入将同比增长73%,相比去年265%的增长,增速明显放缓。文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571986511161336,"gmtCreate":1780667491838,"gmtModify":1780667690344,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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08:49","market":"us","language":"zh","title":"万亿美元市值大关失守!马斯克拖累特斯拉股价了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185124955","media":"老虎资讯综合","summary":"特斯拉股价周二大幅下挫,市值跌破1万亿美元。特斯拉股价周二暴跌逾8%,收于302.80美元;标普500指数下跌0.5%,道琼斯工业平均指数上涨0.4%。特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。特斯拉流通股约为32亿股。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。尽管数据令人担忧,但特斯拉市场份额环比有所上升。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。","content":"<html><head></head><body><p style=\"text-align: start;\">特斯拉股价周二大幅下挫,市值跌破1万亿美元。投资者正在消化年初的销售数据——这些波动可能只是随机现象,但也可能意味着CEO埃隆·马斯克参与白宫政治的活动正在让客户望而却步。</p><p style=\"text-align: start;\">现在下结论还为时过早,但数据确实不容乐观。投资者似乎已无法忍受:他们选择抛售股票,而非等待新车型和自动驾驶功能带来的预期改善。</p><p style=\"text-align: start;\">特斯拉股价周二暴跌逾8%,收于302.80美元;标普500指数下跌0.5%,道琼斯工业平均指数上涨0.4%。</p><p></p><p><img src=\"https://community-static.tradeup.com/news/56dad3c7569b3d45642abc71a3d32f16\" alt=\"\"/></p><p style=\"text-align: start;\">特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。若要维持这一门槛,其股价需保持在约311美元。特斯拉流通股约为32亿股(不含马斯克持有的期权)。</p><p style=\"text-align: start;\">此次下跌后,特斯拉股价较12月17日创下的历史收盘高点(略低于480美元)已下跌超35%。不过,截至周二交易前,该股过去12个月仍累计上涨约72%。</p><h2 id=\"id_938127226\">销售数据可能是此次股价下跌最直接的诱因。</h2><p style=\"text-align: start;\">欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示,特斯拉1月售出9945辆汽车,同比下降45%。同期欧洲整体纯电动车销量增长37%。</p><p style=\"text-align: start;\">中国乘用车市场信息联席会数据显示,特斯拉1月在华销量同比下降约15%。</p><p style=\"text-align: start;\">自由资本市场分析师迈克·沃德追踪的数据显示,特斯拉1月在美国售出约4.2万辆汽车,同比下降约13%。</p><p style=\"text-align: start;\">美国纯电动车总销量同比增长约15%。据沃德汽车统计,特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。</p><p style=\"text-align: start;\">多重下滑因素叠加,使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示,年初这一预期数字曾接近47万辆。</p><p style=\"text-align: start;\">尽管数据令人担忧,但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车,占当月美国纯电动车总销量的41%。</p><p style=\"text-align: start;\">特斯拉2024年第一季度交付量约为38.7万辆,因此华尔街仍预期增长,尽管这可能过于乐观。</p><p style=\"text-align: start;\">销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。</p><p style=\"text-align: start;\">其次,特斯拉正进行车型更新,其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购,影响销量。</p><p style=\"text-align: start;\">第三则是CEO马斯克日益活跃的政治活动,这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。</p><p style=\"text-align: start;\">Gerber Kawasaki CEO罗斯·格伯认为"特斯拉品牌已受损"。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。</p><p style=\"text-align: start;\">布莱克周末在X平台发文称:"特斯拉的卓越产品、即将推出的平价新车型(我认为将采用新形态并扩大市场覆盖),以及完全自动驾驶的前景,将推动销量增长。"</p><p style=\"text-align: start;\">自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道,该公司还准备在中国上线"全自动驾驶"。</p><p style=\"text-align: start;\">这些利好本该支撑股价,但投资者显然已失去耐心,不愿等待预期落地。</p><p><em>文章源自Barron's《Tesla Slips Below $1 Trillion Market Value. Is Musk Hurting the Stock?》</em></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>万亿美元市值大关失守!马斯克拖累特斯拉股价了吗?</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; 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}\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万亿美元市值大关失守!马斯克拖累特斯拉股价了吗?\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\">2025-02-26 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">特斯拉股价周二大幅下挫,市值跌破1万亿美元。投资者正在消化年初的销售数据——这些波动可能只是随机现象,但也可能意味着CEO埃隆·马斯克参与白宫政治的活动正在让客户望而却步。</p><p style=\"text-align: start;\">现在下结论还为时过早,但数据确实不容乐观。投资者似乎已无法忍受:他们选择抛售股票,而非等待新车型和自动驾驶功能带来的预期改善。</p><p style=\"text-align: start;\">特斯拉股价周二暴跌逾8%,收于302.80美元;标普500指数下跌0.5%,道琼斯工业平均指数上涨0.4%。</p><p></p><p><img src=\"https://community-static.tradeup.com/news/56dad3c7569b3d45642abc71a3d32f16\" alt=\"\"/></p><p style=\"text-align: start;\">特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。若要维持这一门槛,其股价需保持在约311美元。特斯拉流通股约为32亿股(不含马斯克持有的期权)。</p><p style=\"text-align: start;\">此次下跌后,特斯拉股价较12月17日创下的历史收盘高点(略低于480美元)已下跌超35%。不过,截至周二交易前,该股过去12个月仍累计上涨约72%。</p><h2 id=\"id_938127226\">销售数据可能是此次股价下跌最直接的诱因。</h2><p style=\"text-align: start;\">欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示,特斯拉1月售出9945辆汽车,同比下降45%。同期欧洲整体纯电动车销量增长37%。</p><p style=\"text-align: start;\">中国乘用车市场信息联席会数据显示,特斯拉1月在华销量同比下降约15%。</p><p style=\"text-align: start;\">自由资本市场分析师迈克·沃德追踪的数据显示,特斯拉1月在美国售出约4.2万辆汽车,同比下降约13%。</p><p style=\"text-align: start;\">美国纯电动车总销量同比增长约15%。据沃德汽车统计,特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。</p><p style=\"text-align: start;\">多重下滑因素叠加,使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示,年初这一预期数字曾接近47万辆。</p><p style=\"text-align: start;\">尽管数据令人担忧,但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车,占当月美国纯电动车总销量的41%。</p><p style=\"text-align: start;\">特斯拉2024年第一季度交付量约为38.7万辆,因此华尔街仍预期增长,尽管这可能过于乐观。</p><p style=\"text-align: start;\">销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。</p><p style=\"text-align: start;\">其次,特斯拉正进行车型更新,其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购,影响销量。</p><p style=\"text-align: start;\">第三则是CEO马斯克日益活跃的政治活动,这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。</p><p style=\"text-align: start;\">Gerber Kawasaki CEO罗斯·格伯认为"特斯拉品牌已受损"。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。</p><p style=\"text-align: start;\">布莱克周末在X平台发文称:"特斯拉的卓越产品、即将推出的平价新车型(我认为将采用新形态并扩大市场覆盖),以及完全自动驾驶的前景,将推动销量增长。"</p><p style=\"text-align: start;\">自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道,该公司还准备在中国上线"全自动驾驶"。</p><p style=\"text-align: start;\">这些利好本该支撑股价,但投资者显然已失去耐心,不愿等待预期落地。</p><p><em>文章源自Barron's《Tesla Slips Below $1 Trillion Market Value. Is Musk Hurting the Stock?》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉","TSLQ":"2倍做空TSLA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185124955","content_text":"特斯拉股价周二大幅下挫,市值跌破1万亿美元。投资者正在消化年初的销售数据——这些波动可能只是随机现象,但也可能意味着CEO埃隆·马斯克参与白宫政治的活动正在让客户望而却步。现在下结论还为时过早,但数据确实不容乐观。投资者似乎已无法忍受:他们选择抛售股票,而非等待新车型和自动驾驶功能带来的预期改善。特斯拉股价周二暴跌逾8%,收于302.80美元;标普500指数下跌0.5%,道琼斯工业平均指数上涨0.4%。特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。若要维持这一门槛,其股价需保持在约311美元。特斯拉流通股约为32亿股(不含马斯克持有的期权)。此次下跌后,特斯拉股价较12月17日创下的历史收盘高点(略低于480美元)已下跌超35%。不过,截至周二交易前,该股过去12个月仍累计上涨约72%。销售数据可能是此次股价下跌最直接的诱因。欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示,特斯拉1月售出9945辆汽车,同比下降45%。同期欧洲整体纯电动车销量增长37%。中国乘用车市场信息联席会数据显示,特斯拉1月在华销量同比下降约15%。自由资本市场分析师迈克·沃德追踪的数据显示,特斯拉1月在美国售出约4.2万辆汽车,同比下降约13%。美国纯电动车总销量同比增长约15%。据沃德汽车统计,特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。多重下滑因素叠加,使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示,年初这一预期数字曾接近47万辆。尽管数据令人担忧,但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车,占当月美国纯电动车总销量的41%。特斯拉2024年第一季度交付量约为38.7万辆,因此华尔街仍预期增长,尽管这可能过于乐观。销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。其次,特斯拉正进行车型更新,其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购,影响销量。第三则是CEO马斯克日益活跃的政治活动,这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。Gerber Kawasaki CEO罗斯·格伯认为\"特斯拉品牌已受损\"。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。布莱克周末在X平台发文称:\"特斯拉的卓越产品、即将推出的平价新车型(我认为将采用新形态并扩大市场覆盖),以及完全自动驾驶的前景,将推动销量增长。\"自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道,该公司还准备在中国上线\"全自动驾驶\"。这些利好本该支撑股价,但投资者显然已失去耐心,不愿等待预期落地。文章源自Barron's《Tesla Slips Below $1 Trillion Market Value. Is Musk Hurting the Stock?》","news_type":1,"symbols_score_info":{"TSLQ":1.1,"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":2506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}