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66嘿嘿

66嘿嘿

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2025-07-03

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21:30","market":"us","language":"zh","title":"特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料","url":"https://stock-news.laohu8.com/highlight/detail?id=2600023221","media":"科技新宠儿","summary":"特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。#特斯拉员工风波 #员工权益关注 #特斯拉企业文化","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/zbmdrC6ibjG7HuPLaZDiaEKvibTibMYbxtS5HQzCAzYwItAG6LiaH7lTRGecC4czHWlbhdN2nCuZmWWsVgtxmlGYY4w/0?wx_fmt=jpeg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260104220605025v152iglnnirvhlz\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。</p><p>这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。</p><p>按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里说不定还能被认可，可到了特斯拉这儿，反倒踩了红线。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。</p><p>其实了解下来也能发现，特斯拉工厂的产能提升，靠的更多是智能化设备和流程优化，并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择，但公司绝不允许管理层把产能压力，转嫁到增加员工工作时长上。</p><p>这事一出大家看法也不一样，不少打工人觉得挺解气，毕竟现在不少地方还在靠强制加班堆产能，特斯拉能守住这条线挺难得。但也有人提出质疑，说不同地区的工厂标准不一样，存在双重标准的情况，各有各的说法。</p><p>现在这事的具体细节还没等来特斯拉官方回应，但确实戳中了不少打工人的心声。说到底，提升产能终究该靠方法优化，而非盯着员工的工作时间，比起鼓励加班的氛围，不被强迫加班，才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 #特斯拉企业文化</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 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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特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b><strong>科技新宠儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&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":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600023221","content_text":"特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里说不定还能被认可，可到了特斯拉这儿，反倒踩了红线。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。其实了解下来也能发现，特斯拉工厂的产能提升，靠的更多是智能化设备和流程优化，并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择，但公司绝不允许管理层把产能压力，转嫁到增加员工工作时长上。这事一出大家看法也不一样，不少打工人觉得挺解气，毕竟现在不少地方还在靠强制加班堆产能，特斯拉能守住这条线挺难得。但也有人提出质疑，说不同地区的工厂标准不一样，存在双重标准的情况，各有各的说法。现在这事的具体细节还没等来特斯拉官方回应，但确实戳中了不少打工人的心声。说到底，提升产能终究该靠方法优化，而非盯着员工的工作时间，比起鼓励加班的氛围，不被强迫加班，才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 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快手22号晚上发生大事了，明天跌停","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513538111357144","isVote":1,"tweetType":1,"viewCount":10205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506797996724864,"gmtCreate":1764760585417,"gmtModify":1764760587890,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"title":"","htmlText":"1T内存目前还缺货","listText":"1T内存目前还缺货","text":"1T内存目前还缺货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506797996724864","repostId":"2588091522","repostType":2,"repost":{"id":"2588091522","kind":"highlight","pubTimestamp":1764740172,"share":"https://www.laohu8.com/m/news/2588091522?lang=zh_CN&edition=full","pubTime":"2025-12-03 13:36","market":"us","language":"zh","title":"内存短缺+产品周期调整！IDC预测：全球智能手机市场“失速”","url":"https://stock-news.laohu8.com/highlight/detail?id=2588091522","media":"格隆汇","summary":"明年换机更贵了？","content":"<html><head></head><body><blockquote><p>明年换机更贵了？</p></blockquote><p>当地时间12月2日，国际数据公司（IDC）发布了新一期的《全球季度手机追踪报告》。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4711e1b40b5e4a1b4c9fac3b3d7889\" tg-width=\"1882\" tg-height=\"520\"/></p><p>由于内存组件短缺以及产品周期调整，将导致智能手机出货量下降1%。</p><p>明年智能手机平均售价将上涨至465美元（约合3287.96元人民币），市场价值将达到创纪录的5790亿美元。</p><h2 id=\"id_2513038406\" style=\"text-align: left;\">iPhone 17卖爆</h2><p>根据《全球季度手机追踪报告》，预计2025年全球智能手机出货量同比增长1.5%，达到12.5亿台。</p><p>这一增长较此前预测的1%有所上升，主要得益于苹果的强劲销售表现、关键新兴市场的快速增长以及中国市场的稳定反弹。</p><p>IDC预计，苹果2025年的出货量将同比增长6.1%，较上一周期的3.9%大幅提升。</p><p>IDC全球季度手机追踪报告高级研究总监纳比拉·波帕尔（Nabila Popal）指出，苹果将在2025年创下纪录，预计出货量将突破2.47亿台，这得益于其最新iPhone 17系列的巨大成功。</p><p>在中国这个苹果公司的最大市场中，iPhone 17在10月、11月销量排名第一，市场份额超过了20%，远远领先于其他竞争对手。</p><p>因此，<strong>IDC将苹果在中国第四季度的预测从9%上调至17%。</strong></p><p>纳比拉·波帕尔（Nabila Popal）表示，这是一个惊人的转变。</p><p>这一成功的案例在所有地区均有体现，包括此前增长放缓的美国和西欧。</p><p><strong>今年不仅苹果的出货量将创下历史新高，销售额也将创下新高，预计将超过2610亿美元，并在2025年实现7.2%的同比增长。</strong></p><p>在今年10月苹果CEO库克曾表示，苹果预计将在12月季度创下历史新收入记录，并创下iPhone历史最佳收入记录，整体收入将同比增加10%至12%。</p><p>苹果也对iPhone 17标准版和iPhone 17 Pro系列预期很满意，尽管iPhone Air没有达到预期。</p><p>苹果计划明年更新iPhone发布时间表，2026年9月将发布iPhone 18 Pro系列和iPhone Fold，iPhone 18标准版将在2027年春季推出。</p><h2 id=\"id_2083125619\" style=\"text-align: left;\">智能手机明年出货量将下滑</h2><p><strong>由于零部件短缺和产品周期调整的综合影响，IDC将2026年全球智能手机出货量的增长预测从增长1.2%下调至同比下降0.9%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90a5e9a5dedbbb9dedf37771f5eea730\" tg-width=\"1060\" tg-height=\"886\"/></p><p>IDC指出，持续的全球内存短缺将限制供应并推高价格，这将对中低端安卓设备产生更大的影响，因为它们的消费者对于价格更加敏感。</p><p>苹果公司也将下一代基础iPhone的发布时间从2026年秋季调整至2027年初，预计明年iOS手机的出货量将下降4.2%。</p><p>因此，智能手机销量在2026年将出现下跌，但智能手机的平均售价将上涨至465美元，进而推动市场价值创下5789亿美元的历史新高。</p><p>随着内存库存稀缺以及价格上涨，制造商面临越来越大的涨价压力，厂商需要采取不同的策略来保护市场份额。</p><p>虽然部分厂商不可避免地被迫提高价格，但其他厂商则会调整产品线，选择利润率更高的价格，以吸收部分内存带来的影响。</p><p>IDC认为，明年对行业来说将是充满挑战的时期，但仍相信市场可能实现创纪录的平均售价。</p><p><strong>有分析指出，明年1月将会成为手机涨价的高峰期，调价也将覆盖全价位段机型。</strong></p><blockquote><p>其中，3000-5000元中高端机型涨价最明显，预计每部上涨500-800元；因品牌溢价能力较强，旗舰机型涨价幅度或控制在300-500元。</p></blockquote><p>“如果近期有换机需求，建议在12月内完成购买。”京东手机品类负责人表示。</p><p>平台已监测到消费者“囤机”的迹象，11月手机销量同比上涨23%。其中1500-3000元价位段销量增幅达到了37%。</p><blockquote><p>内存价格上涨趋势可能持续至2026年Q2，除非AI算力需求出现阶段性放缓，或新增产能集中释放，否则终端产品涨价压力难以缓解。</p></blockquote></body></html>","source":"gelonghui_highlight","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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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内存短缺+产品周期调整！IDC预测：全球智能手机市场“失速”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 13:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3311484><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明年换机更贵了？当地时间12月2日，国际数据公司（IDC）发布了新一期的《全球季度手机追踪报告》。由于内存组件短缺以及产品周期调整，将导致智能手机出货量下降1%。明年智能手机平均售价将上涨至465美元（约合3287.96元人民币），市场价值将达到创纪录的5790亿美元。iPhone 17卖爆根据《全球季度手机追踪报告》，预计2025年全球智能手机出货量同比增长1.5%，达到12.5亿台。这一增长较...</p>\n\n<a href=\"https://www.gelonghui.com/p/3311484\">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/d47147afb80e397fffad58634ba8203e","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.gelonghui.com/p/3311484","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2588091522","content_text":"明年换机更贵了？当地时间12月2日，国际数据公司（IDC）发布了新一期的《全球季度手机追踪报告》。由于内存组件短缺以及产品周期调整，将导致智能手机出货量下降1%。明年智能手机平均售价将上涨至465美元（约合3287.96元人民币），市场价值将达到创纪录的5790亿美元。iPhone 17卖爆根据《全球季度手机追踪报告》，预计2025年全球智能手机出货量同比增长1.5%，达到12.5亿台。这一增长较此前预测的1%有所上升，主要得益于苹果的强劲销售表现、关键新兴市场的快速增长以及中国市场的稳定反弹。IDC预计，苹果2025年的出货量将同比增长6.1%，较上一周期的3.9%大幅提升。IDC全球季度手机追踪报告高级研究总监纳比拉·波帕尔（Nabila Popal）指出，苹果将在2025年创下纪录，预计出货量将突破2.47亿台，这得益于其最新iPhone 17系列的巨大成功。在中国这个苹果公司的最大市场中，iPhone 17在10月、11月销量排名第一，市场份额超过了20%，远远领先于其他竞争对手。因此，IDC将苹果在中国第四季度的预测从9%上调至17%。纳比拉·波帕尔（Nabila Popal）表示，这是一个惊人的转变。这一成功的案例在所有地区均有体现，包括此前增长放缓的美国和西欧。今年不仅苹果的出货量将创下历史新高，销售额也将创下新高，预计将超过2610亿美元，并在2025年实现7.2%的同比增长。在今年10月苹果CEO库克曾表示，苹果预计将在12月季度创下历史新收入记录，并创下iPhone历史最佳收入记录，整体收入将同比增加10%至12%。苹果也对iPhone 17标准版和iPhone 17 Pro系列预期很满意，尽管iPhone Air没有达到预期。苹果计划明年更新iPhone发布时间表，2026年9月将发布iPhone 18 Pro系列和iPhone Fold，iPhone 18标准版将在2027年春季推出。智能手机明年出货量将下滑由于零部件短缺和产品周期调整的综合影响，IDC将2026年全球智能手机出货量的增长预测从增长1.2%下调至同比下降0.9%。IDC指出，持续的全球内存短缺将限制供应并推高价格，这将对中低端安卓设备产生更大的影响，因为它们的消费者对于价格更加敏感。苹果公司也将下一代基础iPhone的发布时间从2026年秋季调整至2027年初，预计明年iOS手机的出货量将下降4.2%。因此，智能手机销量在2026年将出现下跌，但智能手机的平均售价将上涨至465美元，进而推动市场价值创下5789亿美元的历史新高。随着内存库存稀缺以及价格上涨，制造商面临越来越大的涨价压力，厂商需要采取不同的策略来保护市场份额。虽然部分厂商不可避免地被迫提高价格，但其他厂商则会调整产品线，选择利润率更高的价格，以吸收部分内存带来的影响。IDC认为，明年对行业来说将是充满挑战的时期，但仍相信市场可能实现创纪录的平均售价。有分析指出，明年1月将会成为手机涨价的高峰期，调价也将覆盖全价位段机型。其中，3000-5000元中高端机型涨价最明显，预计每部上涨500-800元；因品牌溢价能力较强，旗舰机型涨价幅度或控制在300-500元。“如果近期有换机需求，建议在12月内完成购买。”京东手机品类负责人表示。平台已监测到消费者“囤机”的迹象，11月手机销量同比上涨23%。其中1500-3000元价位段销量增幅达到了37%。内存价格上涨趋势可能持续至2026年Q2，除非AI算力需求出现阶段性放缓，或新增产能集中释放，否则终端产品涨价压力难以缓解。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493801605541992,"gmtCreate":1761578228507,"gmtModify":1761578230797,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"不批准，特斯拉200见了","listText":"不批准，特斯拉200见了","text":"不批准，特斯拉200见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493801605541992","repostId":"2578646350","repostType":2,"repost":{"id":"2578646350","kind":"news","pubTimestamp":1761569045,"share":"https://www.laohu8.com/m/news/2578646350?lang=zh_CN&edition=full","pubTime":"2025-10-27 20:44","market":"other","language":"zh","title":"特斯拉董事会主席称：若1万亿美元薪酬方案未获批准，特斯拉恐将失去CEO马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=2578646350","media":"环球市场播报","summary":"特斯拉董事会主席罗宾登霍姆在周一的一封信中，呼吁股东在公司年度股东大会召开前，投票支持 CEO 埃隆马斯克近 1 万亿美元的薪酬方案。　　登霍姆表示，马斯克是这家电动汽车制造商未来发展的关键。他们指出，马斯克对右翼政治运动的支持，以及对阴谋论的宣扬，已对特斯拉品牌造成损害。　　特斯拉年度股东大会定于 11 月 6 日召开，关于马斯克薪酬方案及其他提案的股东投票，将于美国东部时间 11 月 5 日晚 11 点 59 分截止。","content":"<html><head></head><body><p>特斯拉董事会主席罗宾・登霍姆（Robyn Denholm）在周一的一封信中，呼吁股东在公司年度股东大会召开前，投票支持 CEO 埃隆・马斯克近 1 万亿美元的薪酬方案。</p><p>登霍姆表示，马斯克是这家电动汽车制造商未来发展的关键。目前特斯拉正努力摆脱 “只是另一家汽车公司” 的定位，将更多重心放在完全自动驾驶和 Optimus（擎天柱）人形机器人业务上。</p><p>登霍姆在信中写道：“若没有马斯克，特斯拉可能会遭受重大价值损失，因为我们公司或许将不再因其未来的目标定位而获得相应估值。”</p><p>近几日，已有多个团体公开反对该薪酬方案，其中代理顾问机构 —— 机构股东服务公司（Institutional Shareholder Services，简称 ISS）已建议股东投反对票。</p><p>上周，一群工会组织和企业监督机构联合推出了 “夺回特斯拉”（Take Back <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>）网站，以反对该薪酬方案。他们指出，马斯克对右翼政治运动的支持，以及对阴谋论的宣扬，已对特斯拉品牌造成损害。</p><p>特斯拉年度股东大会定于 11 月 6 日召开，关于马斯克薪酬方案及其他提案的股东投票，将于美国东部时间 11 月 5 日晚 11 点 59 分截止。</p><p></p></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>特斯拉董事会主席称：若1万亿美元薪酬方案未获批准，特斯拉恐将失去CEO马斯克</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; 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class=\"title\">\n特斯拉董事会主席称：若1万亿美元薪酬方案未获批准，特斯拉恐将失去CEO马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 20:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-10-27/doc-infvixhm1983005.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉董事会主席罗宾・登霍姆（Robyn Denholm）在周一的一封信中，呼吁股东在公司年度股东大会召开前，投票支持 CEO 埃隆・马斯克近 1 万亿美元的薪酬方案。登霍姆表示，马斯克是这家电动汽车制造商未来发展的关键。目前特斯拉正努力摆脱 “只是另一家汽车公司” 的定位，将更多重心放在完全自动驾驶和 Optimus（擎天柱）人形机器人业务上。登霍姆在信中写道：“若没有马斯克，特斯拉可能会遭受...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-27/doc-infvixhm1983005.shtml\">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/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-27/doc-infvixhm1983005.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2578646350","content_text":"特斯拉董事会主席罗宾・登霍姆（Robyn Denholm）在周一的一封信中，呼吁股东在公司年度股东大会召开前，投票支持 CEO 埃隆・马斯克近 1 万亿美元的薪酬方案。登霍姆表示，马斯克是这家电动汽车制造商未来发展的关键。目前特斯拉正努力摆脱 “只是另一家汽车公司” 的定位，将更多重心放在完全自动驾驶和 Optimus（擎天柱）人形机器人业务上。登霍姆在信中写道：“若没有马斯克，特斯拉可能会遭受重大价值损失，因为我们公司或许将不再因其未来的目标定位而获得相应估值。”近几日，已有多个团体公开反对该薪酬方案，其中代理顾问机构 —— 机构股东服务公司（Institutional Shareholder Services，简称 ISS）已建议股东投反对票。上周，一群工会组织和企业监督机构联合推出了 “夺回特斯拉”（Take Back Tesla）网站，以反对该薪酬方案。他们指出，马斯克对右翼政治运动的支持，以及对阴谋论的宣扬，已对特斯拉品牌造成损害。特斯拉年度股东大会定于 11 月 6 日召开，关于马斯克薪酬方案及其他提案的股东投票，将于美国东部时间 11 月 5 日晚 11 点 59 分截止。","news_type":1,"symbols_score_info":{"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493376319951064,"gmtCreate":1761473946200,"gmtModify":1761473948516,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"国内又多了一项阉割功能","listText":"国内又多了一项阉割功能","text":"国内又多了一项阉割功能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493376319951064","repostId":"1179939473","repostType":2,"repost":{"id":"1179939473","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":1761446357,"share":"https://www.laohu8.com/m/news/1179939473?lang=zh_CN&edition=full","pubTime":"2025-10-26 10:39","market":"us","language":"zh","title":"苹果计划将星链卫星服务整合到未来的iPhone产品中","url":"https://stock-news.laohu8.com/highlight/detail?id=1179939473","media":"老虎资讯综合","summary":"首部搭载该服务的 iPhone将于2026年推出。","content":"<html><head></head><body><p>市场消息： <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 正在与马斯克的太空探索技术公司（SpaceX）进行洽谈，计划将星链卫星服务整合到未来的iPhone产品中。</p><p>首部搭载该服务的 iPhone将于2026年推出，型号为iPhone 18 Pro。</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>苹果计划将星链卫星服务整合到未来的iPhone产品中</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; 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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苹果计划将星链卫星服务整合到未来的iPhone产品中\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\">2025-10-26 10:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息： <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 正在与马斯克的太空探索技术公司（SpaceX）进行洽谈，计划将星链卫星服务整合到未来的iPhone产品中。</p><p>首部搭载该服务的 iPhone将于2026年推出，型号为iPhone 18 Pro。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f602cd5dbf41e3232e4df02d7a0057f2","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179939473","content_text":"市场消息： 苹果 正在与马斯克的太空探索技术公司（SpaceX）进行洽谈，计划将星链卫星服务整合到未来的iPhone产品中。首部搭载该服务的 iPhone将于2026年推出，型号为iPhone 18 Pro。","news_type":1,"symbols_score_info":{"TSLA":1.1,"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491629938929872,"gmtCreate":1761047701189,"gmtModify":1761047703702,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"苹果有回购股票嘛","listText":"苹果有回购股票嘛","text":"苹果有回购股票嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491629938929872","isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487325518127488,"gmtCreate":1760004736045,"gmtModify":1760004738427,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"空头发的，不用理会","listText":"空头发的，不用理会","text":"空头发的，不用理会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487325518127488","repostId":"1185350805","repostType":2,"repost":{"id":"1185350805","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":1759999912,"share":"https://www.laohu8.com/m/news/1185350805?lang=zh_CN&edition=full","pubTime":"2025-10-09 16:51","market":"us","language":"zh","title":"特斯拉跌超1%，消息称特斯拉机器人停产","url":"https://stock-news.laohu8.com/highlight/detail?id=1185350805","media":"老虎资讯综合","summary":"特斯拉跌超1%，报434.26美元，消息称特斯拉机器人停产。消息上，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。","content":"<html><head></head><body><p>特斯拉跌超1%，报434.26美元，消息称特斯拉机器人停产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a59cb1b9eed0ba7230ae08f39f76b1a\" title=\"\" tg-width=\"244\" tg-height=\"104\"/></p><p>消息上，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。</p><p>特斯拉此次停产决定并非空穴来风。据内部消息，<strong>已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。</strong>Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eba3579fe25d50069d85aad69915c06\" tg-width=\"687\" tg-height=\"476\"/></p><p style=\"text-align: start;\">除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。</p><p style=\"text-align: start;\">特斯拉的停产决定对其供应链企业产生了直接冲击。特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，拓普集团曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。</p><p style=\"text-align: start;\">尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。</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>特斯拉跌超1%，消息称特斯拉机器人停产</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特斯拉跌超1%，消息称特斯拉机器人停产\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\">2025-10-09 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉跌超1%，报434.26美元，消息称特斯拉机器人停产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a59cb1b9eed0ba7230ae08f39f76b1a\" title=\"\" tg-width=\"244\" tg-height=\"104\"/></p><p>消息上，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。</p><p>特斯拉此次停产决定并非空穴来风。据内部消息，<strong>已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。</strong>Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eba3579fe25d50069d85aad69915c06\" tg-width=\"687\" tg-height=\"476\"/></p><p style=\"text-align: start;\">除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。</p><p style=\"text-align: start;\">特斯拉的停产决定对其供应链企业产生了直接冲击。特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，拓普集团曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。</p><p style=\"text-align: start;\">尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185350805","content_text":"特斯拉跌超1%，报434.26美元，消息称特斯拉机器人停产。消息上，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。特斯拉此次停产决定并非空穴来风。据内部消息，已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。特斯拉的停产决定对其供应链企业产生了直接冲击。特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，拓普集团曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487023746257024,"gmtCreate":1759930826434,"gmtModify":1759930828824,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"老黄还没卖完吗","listText":"老黄还没卖完吗","text":"老黄还没卖完吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487023746257024","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486915888611520,"gmtCreate":1759904691347,"gmtModify":1759904693569,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"和币股类似","listText":"和币股类似","text":"和币股类似","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486915888611520","repostId":"2573991919","repostType":2,"repost":{"id":"2573991919","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":1759898427,"share":"https://www.laohu8.com/m/news/2573991919?lang=zh_CN&edition=full","pubTime":"2025-10-08 12:40","market":"us","language":"zh","title":"OpenAI获得芯片，AMD获得了市场，最终投资者“买单”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2573991919","media":"华尔街见闻","summary":"OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。","content":"<html><head></head><body><blockquote><p>OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。</p></blockquote><p style=\"text-align: left;\">AMD与OpenAI周一宣布扩大合作关系，<strong>这项价值数十亿美元的芯片采购协议采用了一种不寻常的支付方式：OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。</strong></p><p style=\"text-align: left;\">根据协议，OpenAI将帮助AMD完善其与英伟达竞争的Instinct GPU产品线，并在多年内采购和部署6吉瓦的AMD计算能力。AMD授予OpenAI最多1.6亿股的股票认股权证，这些权证将根据特定里程碑分批行权，最后一批权证需要AMD股价达到600美元才能行权。</p><p style=\"text-align: left;\">AMD股价在消息公布前约为165美元，周二收盘时已飙升至211美元。UBS分析师Timothy Arcuri指出，如果OpenAI持有所有股票直到协议结束，其持股价值可能达到约1000亿美元。</p><p style=\"text-align: left;\">这种安排为AMD提供了进入大型AI数据中心建设浪潮的重要机会，预计可获得多达30%的市场份额，同时也为其AI GPU产品获得了OpenAI的重要验证。</p><h2 id=\"id_4087613561\" style=\"text-align: left;\">股票融资模式的运作机制</h2><p style=\"text-align: left;\">AMD向OpenAI授予的股票认股权证将分批行权，每批都与特定的股价目标挂钩。最终的第六批权证需要AMD市值达到约1万亿美元才能行权。据UBS分析师Timothy Arcuri计算，如果OpenAI持有股票直到协议结束，其持股价值约为1000亿美元。</p><p style=\"text-align: left;\">不过Arcuri认为，更可能的情况是OpenAI会在过程中出售AMD股票来支付其AMD账单。这实质上是AMD为客户采购提供融资的一种方案。</p><p style=\"text-align: left;\">这种安排的核心逻辑是，AMD用股权而非现金为OpenAI的大额芯片采购提供融资，让OpenAI能够以较低的前期成本获得所需的计算能力。</p><h2 id=\"id_622912360\" style=\"text-align: left;\">市场验证价值超越融资成本</h2><p style=\"text-align: left;\">尽管这种融资安排对AMD而言&#34;可以说不如英伟达的交易有吸引力&#34;，但Arcuri认为，获得OpenAI对AMD AI GPU能力的验证，足以让AMD承担这种融资风险。</p><p style=\"text-align: left;\">OpenAI的认可证明AMD的AI GPU能够处理OpenAI的工作负载，进而能够处理任何其他AI工作负载。AMD强调，除OpenAI外还在与其他客户进行对话，预计这项协议将最终加速AMD的采用势头。</p><p style=\"text-align: left;\">特别是，OpenAI的认可为AMD提供了向其已经供应CPU的众多云服务提供商销售GPU的机会。这种市场验证效应可能会像滚雪球一样扩展到其他客户。</p><h2 id=\"id_2253778081\" style=\"text-align: left;\">投资者最终承担成本</h2><p style=\"text-align: left;\">从长远来看，真正为OpenAI大规模多年AMD GPU采购买单的将是零售和机构投资者——如果他们确实推高了股价的话。</p><p style=\"text-align: left;\">这种模式与英伟达对OpenAI的投资形成对比。英伟达上月宣布的1000亿美元投资也在某种程度上为OpenAI购买英伟达产品提供融资，但不同之处在于，英伟达的多项投资让其获得了快速增长的AI提供商的股份，而不是相反。</p><p style=\"text-align: left;\">对AMD而言，通过这种财务工程设计的交易让OpenAI几乎无需付出成本，AMD得以在全球最大规模的下一代数据中心建设浪潮中获得重要立足点——预计市场份额可达30%。</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>OpenAI获得芯片，AMD获得了市场，最终投资者“买单”？</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\">\nOpenAI获得芯片，AMD获得了市场，最终投资者“买单”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756786><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。AMD与OpenAI周一宣布扩大合作关系，这项价值数十亿美元的芯片采购协议采用了一种不寻常的支付方式：OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。根据协议，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756786\">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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3756786","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573991919","content_text":"OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。AMD与OpenAI周一宣布扩大合作关系，这项价值数十亿美元的芯片采购协议采用了一种不寻常的支付方式：OpenAI将使用AMD自身的股票来支付费用。这一独特的融资安排实质上让AMD为客户的大额采购提供融资，而最终的成本可能由推高股价的投资者承担。根据协议，OpenAI将帮助AMD完善其与英伟达竞争的Instinct GPU产品线，并在多年内采购和部署6吉瓦的AMD计算能力。AMD授予OpenAI最多1.6亿股的股票认股权证，这些权证将根据特定里程碑分批行权，最后一批权证需要AMD股价达到600美元才能行权。AMD股价在消息公布前约为165美元，周二收盘时已飙升至211美元。UBS分析师Timothy Arcuri指出，如果OpenAI持有所有股票直到协议结束，其持股价值可能达到约1000亿美元。这种安排为AMD提供了进入大型AI数据中心建设浪潮的重要机会，预计可获得多达30%的市场份额，同时也为其AI GPU产品获得了OpenAI的重要验证。股票融资模式的运作机制AMD向OpenAI授予的股票认股权证将分批行权，每批都与特定的股价目标挂钩。最终的第六批权证需要AMD市值达到约1万亿美元才能行权。据UBS分析师Timothy Arcuri计算，如果OpenAI持有股票直到协议结束，其持股价值约为1000亿美元。不过Arcuri认为，更可能的情况是OpenAI会在过程中出售AMD股票来支付其AMD账单。这实质上是AMD为客户采购提供融资的一种方案。这种安排的核心逻辑是，AMD用股权而非现金为OpenAI的大额芯片采购提供融资，让OpenAI能够以较低的前期成本获得所需的计算能力。市场验证价值超越融资成本尽管这种融资安排对AMD而言\"可以说不如英伟达的交易有吸引力\"，但Arcuri认为，获得OpenAI对AMD AI GPU能力的验证，足以让AMD承担这种融资风险。OpenAI的认可证明AMD的AI GPU能够处理OpenAI的工作负载，进而能够处理任何其他AI工作负载。AMD强调，除OpenAI外还在与其他客户进行对话，预计这项协议将最终加速AMD的采用势头。特别是，OpenAI的认可为AMD提供了向其已经供应CPU的众多云服务提供商销售GPU的机会。这种市场验证效应可能会像滚雪球一样扩展到其他客户。投资者最终承担成本从长远来看，真正为OpenAI大规模多年AMD GPU采购买单的将是零售和机构投资者——如果他们确实推高了股价的话。这种模式与英伟达对OpenAI的投资形成对比。英伟达上月宣布的1000亿美元投资也在某种程度上为OpenAI购买英伟达产品提供融资，但不同之处在于，英伟达的多项投资让其获得了快速增长的AI提供商的股份，而不是相反。对AMD而言，通过这种财务工程设计的交易让OpenAI几乎无需付出成本，AMD得以在全球最大规模的下一代数据中心建设浪潮中获得重要立足点——预计市场份额可达30%。","news_type":1,"symbols_score_info":{"AMD":1.5}},"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486669762302064,"gmtCreate":1759844830226,"gmtModify":1759844832523,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"苹果给的比其他友商多，起码不会拖欠","listText":"苹果给的比其他友商多，起码不会拖欠","text":"苹果给的比其他友商多，起码不会拖欠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486669762302064","repostId":"2573371149","repostType":2,"repost":{"id":"2573371149","kind":"news","pubTimestamp":1759809113,"share":"https://www.laohu8.com/m/news/2573371149?lang=zh_CN&edition=full","pubTime":"2025-10-07 11:51","market":"sh","language":"zh","title":"数据很残酷：中国大陆工人，只占iPhone中1.8%的成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2573371149","media":"互联网乱侃秀","summary":"欧盟拿走了1.1%的利润，韩国拿走了4.7%，日本拿走了0.5%，中国台湾拿走了0.5%，中国大陆以外的工人成本占3.5%。而中国大陆工人的成本，只占1.8%，这个数据有多低，估计一对比大家都是懂的，那么多人为苹果组装而努力，最后只拿走了1.8%。以一台9999元的iPhone17 Pro Max来算，中国大陆组装后，其整个人工成本只占到180元左右。","content":"<html><body><p>虽然这些年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不断的将产能外迁，但实际上，中国还是苹果最大的代工地，目前有超过70%的苹果是在中国制造的，郑州富士康工业园，有百万员工为iPhone的组装而努力。</p><p>另外按照机构的拆解，在苹果的元件中，中国供应商提供的元件价值反而是最高的，其总价值占比 42.8%，韩国为28.5%，日本为23.8%。</p><p><img src=\"https://x0.ifengimg.com/res/2025/FFB25BCDF0DB4B941B098E9EACB389015E3D6048_size33_w640_h427.jpg\"/></p><p>不过，在这个数字背后，还有一个冰冷冷的苹果利润分布图，也就是一台苹果手机中，各大部分占比到底是多少，这里包括了元件成本，人工成本，以及各大部分的利润占比情况。</p><p>如下图机构展示的饼图，可以看到一台手机卖出去后，苹果拿走了其中58.5%的利润值。而整个原料成本，只占21.9%左右。另外的就是各大利润/成本构成情况了。</p><p><img src=\"https://x0.ifengimg.com/res/2025/2ABD098E3921DD501BEB977E21233A510E411A8F_size22_w640_h471.jpg\"/></p><p>可以看到，除苹果自己外，美国企业拿走了2.4%的利润。欧盟拿走了1.1%的利润，韩国拿走了4.7%，日本拿走了0.5%，中国台湾拿走了0.5%，中国大陆以外的工人成本占3.5%。</p><p>而中国大陆工人的成本，只占1.8%，这个数据有多低，估计一对比大家都是懂的，那么多人为苹果组装而努力，最后只拿走了1.8%。</p><p>以一台9999元的iPhone17 Pro Max来算，中国大陆组装后，其整个人工成本只占到180元左右。</p><p><img src=\"https://x0.ifengimg.com/res/2025/412E845457F0D35C789EF4C0A40C0209ADDE4069_size41_w640_h437.jpg\"/></p><p>可见，在苹果的供应链体系中，给他代工的企业及人工，是有多廉价了，苹果自己的毛利率按拉60%，大口吃肉，其它合作伙伴汤都喝不到一口浓的，纯粹就是一点洗锅水。</p><p>不过，就算占比这么低，大家也都要去抢，原因就是苹果的订单稳定，量也大，且从不拖欠款，非常值得信赖，甚至有人称，其实苹果看起来少，但给的可能比友商给的更多，同时给给苹果代工，证明其工艺水平是全球顶尖的，所以大家都更愿意给苹果代工。</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>数据很残酷：中国大陆工人，只占iPhone中1.8%的成本</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{ 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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数据很残酷：中国大陆工人，只占iPhone中1.8%的成本\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8nFq3kRFag0><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然这些年苹果不断的将产能外迁，但实际上，中国还是苹果最大的代工地，目前有超过70%的苹果是在中国制造的，郑州富士康工业园，有百万员工为iPhone的组装而努力。另外按照机构的拆解，在苹果的元件中，中国供应商提供的元件价值反而是最高的，其总价值占比 42.8%，韩国为28.5%，日本为23.8%。不过，在这个数字背后，还有一个冰冷冷的苹果利润分布图，也就是一台苹果手机中，各大部分占比到底是多少，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8nFq3kRFag0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4598":"佩洛西持仓","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","SG9999015358.SGD":"United Income Focus Trust 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Max来算，中国大陆组装后，其整个人工成本只占到180元左右。可见，在苹果的供应链体系中，给他代工的企业及人工，是有多廉价了，苹果自己的毛利率按拉60%，大口吃肉，其它合作伙伴汤都喝不到一口浓的，纯粹就是一点洗锅水。不过，就算占比这么低，大家也都要去抢，原因就是苹果的订单稳定，量也大，且从不拖欠款，非常值得信赖，甚至有人称，其实苹果看起来少，但给的可能比友商给的更多，同时给给苹果代工，证明其工艺水平是全球顶尖的，所以大家都更愿意给苹果代工。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.5}},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484818785812808,"gmtCreate":1759392954136,"gmtModify":1759392956573,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"都在涨，都不知道买啥了","listText":"都在涨，都不知道买啥了","text":"都在涨，都不知道买啥了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484818785812808","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481383301583296,"gmtCreate":1758549481174,"gmtModify":1758549483028,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a 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即将新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481383301583296","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477511964947200,"gmtCreate":1757589888114,"gmtModify":1757589889843,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"今年绝对卖爆","listText":"今年绝对卖爆","text":"今年绝对卖爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477511964947200","repostId":"1184525636","repostType":2,"repost":{"id":"1184525636","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":1757576321,"share":"https://www.laohu8.com/m/news/1184525636?lang=zh_CN&edition=full","pubTime":"2025-09-11 15:38","market":"us","language":"zh","title":"iPhone新机发布股价连跌？分析师力挺：调整即是机会，目标价290美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1184525636","media":"老虎资讯综合","summary":"分析师表示，iPhone 17发布会后，苹果已正式 “走出困境”，并有望实现更高的营收。周三，改行重申了对苹果股票的 “买入” 评级，并将目标价从260美元上调至290美元。通常情况下，苹果股价在iPhone发布当天表现平稳，而从发布到上市期间，平均会下跌2.07%。除了推出价格更高的 iPhone Air，苹果还将 iPhone Pro机型的价格上调了100美元，至1099 美元。新款 iPhone的发布使苹果稳步走在追赶其他大型科技公司的正确轨道上。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前小幅上涨。此前，其股价在 iPhone 17等新品发布后持续下滑，Melius Research分析师Ben Reitzes认为，<strong>投资者过于关注iPhone是否全面涨价，却忽略了整体情况。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd23054653a3561b581246a43aa35419\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师表示，iPhone 17发布会后，苹果已正式 “走出困境”，并有望实现更高的营收。周三，该行<strong>重申了对苹果股票的 “买入” 评级，并将目标价从260美元上调至290美元</strong>。</p><p>通常情况下，苹果股价在iPhone发布当天表现平稳，而从发布到上市期间，平均会下跌2.07%。不过，该分析师认为，<strong>苹果可能即将迎来一轮强劲的换机潮，这可能会使其股价在未来一年上涨近24%</strong>。</p><p>他认为，<strong>iPhone 17 Air可能会推动一轮超出预期的换机潮，尤其是在海外市场的中国</strong>，其外观设计可能更具吸引力。尽管周二有消息称苹果将基础款 iPhone 价格维持在799美元不变，导致其股价当日下跌1.5%，周三又下跌3.2%，但分析师表示，起售价999美元的 iPhone Air 可能会 “蚕食” 部分价格较低的机型销量，从而使苹果的产品组合向高端手机倾斜。</p><p>分析师也指出，此次Phone 17 发布会的关键在于，新款手机中那些让用户心仪的主力机型都进行了提价。</p><p>除了推出价格更高的 iPhone Air，苹果还将 iPhone Pro机型的价格上调了100美元，至1099 美元。iPhone Pro Max现在新增了 2TB存储版本，为产品组合再添一款价格更高的机型。新款 iPhone的发布也为未来的进一步创新奠定了基础，比如可折叠手机、智能眼镜以及带摄像头的 AirPods等。</p><p>新款 iPhone的发布使苹果稳步走在追赶其他大型科技公司的正确轨道上。今年以来，苹果股价一直受困于缺乏人工智能战略以及关税问题的担忧。</p><p>此外，分析师称新款 AirPods Pro 3的实时翻译功能 “非常出色”，这对<strong>旅行者而言是一个值得升级的穿戴设备，并且有望最终帮助此前一直下滑的穿戴设备品类企稳。</strong></p><p>分析师还预测，<strong>近期反垄断裁决允许谷歌继续与苹果维持收入分成协议，这一进展将提振苹果的服务营收</strong>，并有助于苹果在构建 “苹果智能”（Apple Intelligence）的过程中达成潜在的人工智能合作。</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>iPhone新机发布股价连跌？分析师力挺：调整即是机会，目标价290美元</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; 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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\">\niPhone新机发布股价连跌？分析师力挺：调整即是机会，目标价290美元\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\">2025-09-11 15:38</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/AAPL\">苹果</a>盘前小幅上涨。此前，其股价在 iPhone 17等新品发布后持续下滑，Melius Research分析师Ben Reitzes认为，<strong>投资者过于关注iPhone是否全面涨价，却忽略了整体情况。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd23054653a3561b581246a43aa35419\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师表示，iPhone 17发布会后，苹果已正式 “走出困境”，并有望实现更高的营收。周三，该行<strong>重申了对苹果股票的 “买入” 评级，并将目标价从260美元上调至290美元</strong>。</p><p>通常情况下，苹果股价在iPhone发布当天表现平稳，而从发布到上市期间，平均会下跌2.07%。不过，该分析师认为，<strong>苹果可能即将迎来一轮强劲的换机潮，这可能会使其股价在未来一年上涨近24%</strong>。</p><p>他认为，<strong>iPhone 17 Air可能会推动一轮超出预期的换机潮，尤其是在海外市场的中国</strong>，其外观设计可能更具吸引力。尽管周二有消息称苹果将基础款 iPhone 价格维持在799美元不变，导致其股价当日下跌1.5%，周三又下跌3.2%，但分析师表示，起售价999美元的 iPhone Air 可能会 “蚕食” 部分价格较低的机型销量，从而使苹果的产品组合向高端手机倾斜。</p><p>分析师也指出，此次Phone 17 发布会的关键在于，新款手机中那些让用户心仪的主力机型都进行了提价。</p><p>除了推出价格更高的 iPhone Air，苹果还将 iPhone Pro机型的价格上调了100美元，至1099 美元。iPhone Pro Max现在新增了 2TB存储版本，为产品组合再添一款价格更高的机型。新款 iPhone的发布也为未来的进一步创新奠定了基础，比如可折叠手机、智能眼镜以及带摄像头的 AirPods等。</p><p>新款 iPhone的发布使苹果稳步走在追赶其他大型科技公司的正确轨道上。今年以来，苹果股价一直受困于缺乏人工智能战略以及关税问题的担忧。</p><p>此外，分析师称新款 AirPods Pro 3的实时翻译功能 “非常出色”，这对<strong>旅行者而言是一个值得升级的穿戴设备，并且有望最终帮助此前一直下滑的穿戴设备品类企稳。</strong></p><p>分析师还预测，<strong>近期反垄断裁决允许谷歌继续与苹果维持收入分成协议，这一进展将提振苹果的服务营收</strong>，并有助于苹果在构建 “苹果智能”（Apple Intelligence）的过程中达成潜在的人工智能合作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/39da141c69db5d20a74e42fc41e69f79","relate_stocks":{"AAPU":"2倍做多AAPL ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","AAPD":"1倍做空AAPL ETF-Direxion","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPL":"苹果","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","APLY":"AAPL期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184525636","content_text":"周四，苹果盘前小幅上涨。此前，其股价在 iPhone 17等新品发布后持续下滑，Melius Research分析师Ben Reitzes认为，投资者过于关注iPhone是否全面涨价，却忽略了整体情况。分析师表示，iPhone 17发布会后，苹果已正式 “走出困境”，并有望实现更高的营收。周三，该行重申了对苹果股票的 “买入” 评级，并将目标价从260美元上调至290美元。通常情况下，苹果股价在iPhone发布当天表现平稳，而从发布到上市期间，平均会下跌2.07%。不过，该分析师认为，苹果可能即将迎来一轮强劲的换机潮，这可能会使其股价在未来一年上涨近24%。他认为，iPhone 17 Air可能会推动一轮超出预期的换机潮，尤其是在海外市场的中国，其外观设计可能更具吸引力。尽管周二有消息称苹果将基础款 iPhone 价格维持在799美元不变，导致其股价当日下跌1.5%，周三又下跌3.2%，但分析师表示，起售价999美元的 iPhone Air 可能会 “蚕食” 部分价格较低的机型销量，从而使苹果的产品组合向高端手机倾斜。分析师也指出，此次Phone 17 发布会的关键在于，新款手机中那些让用户心仪的主力机型都进行了提价。除了推出价格更高的 iPhone Air，苹果还将 iPhone Pro机型的价格上调了100美元，至1099 美元。iPhone Pro Max现在新增了 2TB存储版本，为产品组合再添一款价格更高的机型。新款 iPhone的发布也为未来的进一步创新奠定了基础，比如可折叠手机、智能眼镜以及带摄像头的 AirPods等。新款 iPhone的发布使苹果稳步走在追赶其他大型科技公司的正确轨道上。今年以来，苹果股价一直受困于缺乏人工智能战略以及关税问题的担忧。此外，分析师称新款 AirPods Pro 3的实时翻译功能 “非常出色”，这对旅行者而言是一个值得升级的穿戴设备，并且有望最终帮助此前一直下滑的穿戴设备品类企稳。分析师还预测，近期反垄断裁决允许谷歌继续与苹果维持收入分成协议，这一进展将提振苹果的服务营收，并有助于苹果在构建 “苹果智能”（Apple Intelligence）的过程中达成潜在的人工智能合作。","news_type":1,"symbols_score_info":{"AAPY":1.1,"APLY":1.1,"AAPW":1.1,"AAPB":1.1,"AAPU":1.1,"AAPD":1.1,"AAPX":1.1,"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476519017033776,"gmtCreate":1757341374835,"gmtModify":1757341376526,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"做空好股","listText":"做空好股","text":"做空好股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476519017033776","repostId":"1158682515","repostType":2,"repost":{"id":"1158682515","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":1757339420,"share":"https://www.laohu8.com/m/news/1158682515?lang=zh_CN&edition=full","pubTime":"2025-09-08 21:50","market":"us","language":"zh","title":"Eightco完成2.7亿美元私募配售，启动世界币金库战略","url":"https://stock-news.laohu8.com/highlight/detail?id=1158682515","media":"老虎资讯综合","summary":"启动世界币（Worldcoin）金库战略。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/OCTO\">Eightco Holdings</a> 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a3b8b4c53d32a959a95b498202970\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d871ce610af0c37b4ce4448272a0a5\" 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\" 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21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/OCTO\">Eightco Holdings</a> 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a3b8b4c53d32a959a95b498202970\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d871ce610af0c37b4ce4448272a0a5\" 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/2370c5ad2b8fa34c6e43f38390341e68","relate_stocks":{"ORBS":"Eightco Holdings Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158682515","content_text":"周一，Eightco Holdings 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。","news_type":1,"symbols_score_info":{"ORBS":1.1,"OCTO":1.1}},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473544842985656,"gmtCreate":1756643680601,"gmtModify":1756643682345,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"这就是用华人的下场","listText":"这就是用华人的下场","text":"这就是用华人的下场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/473544842985656","repostId":"2563309868","repostType":2,"repost":{"id":"2563309868","kind":"news","pubTimestamp":1756633808,"share":"https://www.laohu8.com/m/news/2563309868?lang=zh_CN&edition=full","pubTime":"2025-08-31 17:50","market":"hk","language":"zh","title":"硅谷炸雷！xAI创始老哥携机密叛逃OpenAI，马斯克：他上传了整个代码库","url":"https://stock-news.laohu8.com/highlight/detail?id=2563309868","media":"华尔街见闻","summary":"硅谷炸锅了！xAI创始工程师卖掉700万美元股票后，涉嫌窃取Grok核心代码库“叛逃”OpenAI，马斯克怒发推文“他下载了整个xAI代码库”。这场价值数十亿美元的叛逃案，已在加州法院开打。恩怨升级，马斯克 vs OpenAI，谁将笑到最后？","content":"<html><head></head><body><blockquote><p>硅谷炸锅了！xAI创始工程师卖掉700万美元股票后，涉嫌窃取Grok核心代码库「叛逃」OpenAI，马斯克怒发推文「他下载了整个xAI代码库」。这场价值数十亿美元的叛逃案，已在加州法院开打。恩怨升级，马斯克 vs OpenAI，谁将笑到最后？</p></blockquote><p>硅谷平地起惊雷，这瓜有点大。</p><p>xAI最开始的前20位工程师之一，一个名叫Xuechen Li的老哥在卖出约700万美元xAI股票后，转身就要叛逃去马斯克现在的死对头——OpenAI。</p><p>这还不是最关键的。</p><p>这老哥还带走了xAI的核心机密作为献给新东家的投名状，按照马斯克的话说：他“上传了xAI整个代码库”！</p><p>直接把马斯克都干破防了（狗头）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1a808a5c950fe4dd4e89de175cbf3f\" tg-width=\"1024\" tg-height=\"1024\"/></p><p>怒不可遏的马斯克以及xAI反手就把这老哥告上了法庭，目前该诉讼在美国加利福尼亚州北部地区联邦法院被提起。</p><h2 id=\"id_638932637\">xAI联创之一，什么背景？</h2><p>根据xAI的诉状显示，Xuechen Li声称自己是加拿大永久居民。</p><p>在所有案件相关时期，他一直居住在加利福尼亚州的山景城。</p><p>目前，其x账号已显示为前xAI员工。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde2669f80a158e726f89b2880173660\" tg-width=\"1024\" tg-height=\"742\"/></p><p>最近的一条推特发布于上个月11号——Grok 4发布之后。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e59f2650cd8cfd2c8c14d6e79f6f8a\" tg-width=\"1024\" tg-height=\"1239\"/></p><p>故事得从2024年2月26日开始说起。</p><p>当时，作为斯坦福大学计算机科学系博士的Xuechen Li加入了初创的xAI，成为技术团队的一员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96dfde98d7e42aba7d04b13b5c23db50\" tg-width=\"1024\" tg-height=\"379\"/></p><p>能加入马斯克亲自掌舵的xAI，本身就是一种荣耀与能力的证明。</p><p>况且，按照起诉书上的说法，Xuechen Li还是xAI最初的约20名工程师之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc7016fa122968992cd25e76c6bda031\" tg-width=\"1024\" tg-height=\"407\"/></p><p>作为公司创始团队一员，他被委以重任，深度参与了Grok的研发。</p><p>这意味着，Xuechen Li接触到了xAI最机密、最宝贵的资产：包括独特的模型架构、海量的训练数据、精密的优化算法。</p><p>以及整个Grok的代码库。</p><p>xAI在诉状中毫不讳言地称，这些技术在很多方面“优于OpenAI的ChatGPT等竞争对手”。</p><p>故事到这里本应是一个天才工程师与一家雄心勃勃的AI公司共同成长的完美剧本。</p><p>然而，裂痕却在无人察觉的角落悄然滋生，剧情在2025年夏天急转直下。</p><h2 id=\"id_3560515664\">代码库大迁徙</h2><p>2025年的夏天，6月和7月，Xuechen Li做出了一系列不同寻常的举动——他密集出售了自己持有的价值约700万美元的xAI股票。</p><p>xAI称，为了向Li这样的员工股东提供流动性，xAI于2025年6月协助购买了被告的部分股份，金额超过470万美元。</p><p>Li于2025年7月23日收到了这笔出售的现金收益。</p><p>xAI表示他们重视Xuechen Li的贡献，并希望留住这位高效且业绩出色的员工。</p><p>因此，在2025年7月再协助从他那里购买股份，金额为220万美元。</p><p>Li于2025年7月25日收到了这笔现金收益。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e61866f2213f46a889e8c575c1fa563\" tg-width=\"1024\" tg-height=\"384\"/></p><p>事后看来，这更像是一场精心策划的“金蝉脱壳”前奏。</p><p>真正的行动发生在7月25日。</p><p>那一天，就在他向xAI递交辞呈的三天前，一场隐秘而大胆的“代码库大迁徙”开始了。</p><p>根据xAI通过安全日志还原的场景，Xuechen Li将公司大量的机密数据和代码，复制到了他的个人设备上。</p><p>老哥在整个过程中采取了一系列反侦察手段：</p><ul style=\"\"><li><p><strong>删除痕迹：</strong> 他清除了自己电脑上的操作历史和系统日志，试图抹去一切来过的证据。</p></li><li><p><strong>伪装文件：</strong> 他对窃取的文件进行了重命名和压缩打包，让它们看起来像是普通的个人文件。</p></li></ul><p>到了7月28日，Xuechen Li正式向xAI提出辞职。</p><p>在离职文件《终止证明》（Termination Certification）上，他郑重声明，自己已经遵守了保密协议，归还并删除了所有公司数据。</p><p>然而，在数字世界里不留痕迹几乎不存在。</p><p>线索很快就被服务器日志中一行行的代码揭穿。</p><h2 id=\"id_4193251862\">对峙与“不完整”的坦白</h2><p>8月11日，xAI的安全团队在例行检查中发现了异常。</p><p>警报响起，内部调查迅速展开，矛头直指刚刚离职并计划于8月19日入职OpenAI的Xuechen Li。</p><p>接下来发生的事情，比电影情节更加戏剧化。</p><p>8月14日和15日，在双方律师在场的情况下，xAI与Li进行了两场紧张的会议。</p><p>面对证据，Li口头承认了自己的不当行为。</p><p>他甚至在一份手写的声明中，亲笔记录下了自己的“过失”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec2c5dd6a6a4be0f70068bfa46a04b18\" tg-width=\"1024\" tg-height=\"458\"/></p><p>看似尘埃落定，但xAI很快发现，事情远没有那么简单。</p><p>8月18日，Li签署了一份授权书，同意xAI检查他的个人设备。</p><p>然而，他提供的访问凭证却是不完整的，并且故意遗漏了某些关键的个人账户。</p><p>在xAI就这些被遗漏的凭证和账户向Li提出质疑后，Li的律师仅回应称，被告“不记得”关键账户的密码——即使他最近使用过这些账号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03773dbbf7ee6dcfb592a40a1883dbe7\" tg-width=\"1024\" tg-height=\"531\"/></p><p>这种“挤牙膏”式的坦白，彻底激怒了马斯克和xAI。</p><p>在xAI看来，这些商业机密的价值高达数十亿美元。</p><p>如果被OpenAI这样的竞争对手获取，不仅能让对方节省下同样量级的研发投入和宝贵的时间，更可能瞬间抹平xAI建立起来的竞争优势。</p><p>于是在8月28日，xAI正式对Xuechen Li提起诉讼，案件编号为3:25-cv-07292。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1702da51462cdfaa5b06be2c9ccfb9a\" tg-width=\"1024\" tg-height=\"816\"/></p><p>诉讼请求极为严厉，几乎是对Li未来职业生涯的“封杀”：</p><ul style=\"\"><li><p><strong>立即行动：</strong> 申请临时限制令，要求Li交出所有相关设备和账户信息，以供法证检查。</p></li><li><p><strong>彻底清除：</strong> 归还并永久删除所有窃取的数据。</p></li><li><p><strong>职业禁令：</strong> 禁止Li在OpenAI或任何竞争对手公司从事生成式AI相关工作，直到确认所有数据被清除。</p></li><li><p><strong>隔离通信：</strong> 禁止Li与OpenAI等公司的相关人员就AI技术进行任何交流。</p></li><li><p><strong>天价赔偿：</strong> 寻求实际损害、三倍惩罚性赔偿、律师费等一系列经济赔偿。</p></li></ul><p>不过值得注意的是，OpenAI在这场诉讼中并未被列为被告。</p><p>但显然，这并不能让其置身事外。</p><p>马斯克与OpenAI之间的恩怨早已是公开的秘密。</p><p>从“背离初心”的诉讼，到对OpenAI与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>合作的公开抨击，马斯克将OpenAI视为偏离了“为全人类谋福祉”道路的逐利者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c10c6f55bf4404c164cfd1d723ae07\" tg-width=\"1024\" tg-height=\"356\"/></p><p>而这次，对方直接“策反”了自己的创始工程师，并试图带走整个“军火库”，这无疑是触碰了马斯克的逆鳞。</p><p>将双方的恩怨情仇再次加深。</p><p>目前这场风暴才刚刚开始。</p><p>法庭上的交锋，将决定Xuechen Li这位工程师的命运。</p><p>而法庭之外，整个AI世界都在关注这场关于人才、野心、资本与未来规则的激烈诉讼。</p></body></html>","source":"wallstreetcn_hot_news","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>硅谷炸雷！xAI创始老哥携机密叛逃OpenAI，马斯克：他上传了整个代码库</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硅谷炸雷！xAI创始老哥携机密叛逃OpenAI，马斯克：他上传了整个代码库\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-31 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3754625><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷炸锅了！xAI创始工程师卖掉700万美元股票后，涉嫌窃取Grok核心代码库「叛逃」OpenAI，马斯克怒发推文「他下载了整个xAI代码库」。这场价值数十亿美元的叛逃案，已在加州法院开打。恩怨升级，马斯克 vs OpenAI，谁将笑到最后？硅谷平地起惊雷，这瓜有点大。xAI最开始的前20位工程师之一，一个名叫Xuechen Li的老哥在卖出约700万美元xAI股票后，转身就要叛逃去马斯克现在的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754625\">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/89127504c329e27402ddc84cf6e821a2","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds 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ACC","BK4516":"特朗普概念"},"source_url":"https://wallstreetcn.com/articles/3754625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563309868","content_text":"硅谷炸锅了！xAI创始工程师卖掉700万美元股票后，涉嫌窃取Grok核心代码库「叛逃」OpenAI，马斯克怒发推文「他下载了整个xAI代码库」。这场价值数十亿美元的叛逃案，已在加州法院开打。恩怨升级，马斯克 vs OpenAI，谁将笑到最后？硅谷平地起惊雷，这瓜有点大。xAI最开始的前20位工程师之一，一个名叫Xuechen Li的老哥在卖出约700万美元xAI股票后，转身就要叛逃去马斯克现在的死对头——OpenAI。这还不是最关键的。这老哥还带走了xAI的核心机密作为献给新东家的投名状，按照马斯克的话说：他“上传了xAI整个代码库”！直接把马斯克都干破防了（狗头）。怒不可遏的马斯克以及xAI反手就把这老哥告上了法庭，目前该诉讼在美国加利福尼亚州北部地区联邦法院被提起。xAI联创之一，什么背景？根据xAI的诉状显示，Xuechen Li声称自己是加拿大永久居民。在所有案件相关时期，他一直居住在加利福尼亚州的山景城。目前，其x账号已显示为前xAI员工。最近的一条推特发布于上个月11号——Grok 4发布之后。故事得从2024年2月26日开始说起。当时，作为斯坦福大学计算机科学系博士的Xuechen Li加入了初创的xAI，成为技术团队的一员。能加入马斯克亲自掌舵的xAI，本身就是一种荣耀与能力的证明。况且，按照起诉书上的说法，Xuechen Li还是xAI最初的约20名工程师之一。作为公司创始团队一员，他被委以重任，深度参与了Grok的研发。这意味着，Xuechen Li接触到了xAI最机密、最宝贵的资产：包括独特的模型架构、海量的训练数据、精密的优化算法。以及整个Grok的代码库。xAI在诉状中毫不讳言地称，这些技术在很多方面“优于OpenAI的ChatGPT等竞争对手”。故事到这里本应是一个天才工程师与一家雄心勃勃的AI公司共同成长的完美剧本。然而，裂痕却在无人察觉的角落悄然滋生，剧情在2025年夏天急转直下。代码库大迁徙2025年的夏天，6月和7月，Xuechen Li做出了一系列不同寻常的举动——他密集出售了自己持有的价值约700万美元的xAI股票。xAI称，为了向Li这样的员工股东提供流动性，xAI于2025年6月协助购买了被告的部分股份，金额超过470万美元。Li于2025年7月23日收到了这笔出售的现金收益。xAI表示他们重视Xuechen Li的贡献，并希望留住这位高效且业绩出色的员工。因此，在2025年7月再协助从他那里购买股份，金额为220万美元。Li于2025年7月25日收到了这笔现金收益。事后看来，这更像是一场精心策划的“金蝉脱壳”前奏。真正的行动发生在7月25日。那一天，就在他向xAI递交辞呈的三天前，一场隐秘而大胆的“代码库大迁徙”开始了。根据xAI通过安全日志还原的场景，Xuechen Li将公司大量的机密数据和代码，复制到了他的个人设备上。老哥在整个过程中采取了一系列反侦察手段：删除痕迹： 他清除了自己电脑上的操作历史和系统日志，试图抹去一切来过的证据。伪装文件： 他对窃取的文件进行了重命名和压缩打包，让它们看起来像是普通的个人文件。到了7月28日，Xuechen Li正式向xAI提出辞职。在离职文件《终止证明》（Termination Certification）上，他郑重声明，自己已经遵守了保密协议，归还并删除了所有公司数据。然而，在数字世界里不留痕迹几乎不存在。线索很快就被服务器日志中一行行的代码揭穿。对峙与“不完整”的坦白8月11日，xAI的安全团队在例行检查中发现了异常。警报响起，内部调查迅速展开，矛头直指刚刚离职并计划于8月19日入职OpenAI的Xuechen Li。接下来发生的事情，比电影情节更加戏剧化。8月14日和15日，在双方律师在场的情况下，xAI与Li进行了两场紧张的会议。面对证据，Li口头承认了自己的不当行为。他甚至在一份手写的声明中，亲笔记录下了自己的“过失”。看似尘埃落定，但xAI很快发现，事情远没有那么简单。8月18日，Li签署了一份授权书，同意xAI检查他的个人设备。然而，他提供的访问凭证却是不完整的，并且故意遗漏了某些关键的个人账户。在xAI就这些被遗漏的凭证和账户向Li提出质疑后，Li的律师仅回应称，被告“不记得”关键账户的密码——即使他最近使用过这些账号。这种“挤牙膏”式的坦白，彻底激怒了马斯克和xAI。在xAI看来，这些商业机密的价值高达数十亿美元。如果被OpenAI这样的竞争对手获取，不仅能让对方节省下同样量级的研发投入和宝贵的时间，更可能瞬间抹平xAI建立起来的竞争优势。于是在8月28日，xAI正式对Xuechen Li提起诉讼，案件编号为3:25-cv-07292。诉讼请求极为严厉，几乎是对Li未来职业生涯的“封杀”：立即行动： 申请临时限制令，要求Li交出所有相关设备和账户信息，以供法证检查。彻底清除： 归还并永久删除所有窃取的数据。职业禁令： 禁止Li在OpenAI或任何竞争对手公司从事生成式AI相关工作，直到确认所有数据被清除。隔离通信： 禁止Li与OpenAI等公司的相关人员就AI技术进行任何交流。天价赔偿： 寻求实际损害、三倍惩罚性赔偿、律师费等一系列经济赔偿。不过值得注意的是，OpenAI在这场诉讼中并未被列为被告。但显然，这并不能让其置身事外。马斯克与OpenAI之间的恩怨早已是公开的秘密。从“背离初心”的诉讼，到对OpenAI与苹果合作的公开抨击，马斯克将OpenAI视为偏离了“为全人类谋福祉”道路的逐利者。而这次，对方直接“策反”了自己的创始工程师，并试图带走整个“军火库”，这无疑是触碰了马斯克的逆鳞。将双方的恩怨情仇再次加深。目前这场风暴才刚刚开始。法庭上的交锋，将决定Xuechen Li这位工程师的命运。而法庭之外，整个AI世界都在关注这场关于人才、野心、资本与未来规则的激烈诉讼。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472832851878032,"gmtCreate":1756469568233,"gmtModify":1756469570030,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"中国客户","listText":"中国客户","text":"中国客户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472832851878032","repostId":"2563975210","repostType":2,"repost":{"id":"2563975210","kind":"news","pubTimestamp":1756439233,"share":"https://www.laohu8.com/m/news/2563975210?lang=zh_CN&edition=full","pubTime":"2025-08-29 11:47","market":"us","language":"zh","title":"NVIDIA最大金主：两大神秘客户撑起近四成营收！","url":"https://stock-news.laohu8.com/highlight/detail?id=2563975210","media":"快科技","summary":"根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。","content":"<html><body><article><p>快科技8月29日消息，<strong>NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。</strong></p><p><strong>根据文件，客户A占NVIDIA总收入的23%，客户B占16%，</strong>而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。</p><p>黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”</p><p><strong>NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。</strong></p><p>直接客户指从NVIDIA采购芯片，再将其装配至系统或电路板后转售，包括富士康、广达等原始设计制造商或原始设备制造商，以及<a href=\"https://laohu8.com/S/DELL\">戴尔</a>等系统集成商或分销商。</p><p>间接客户包括云服务提供商、互联网公司和企业等，它们通常从NVIDIA的“直接客户”那里购买系统。</p><p>文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250829115225050d152pbtypiq4r28\"/></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>NVIDIA最大金主：两大神秘客户撑起近四成营收！</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\">\nNVIDIA最大金主：两大神秘客户撑起近四成营收！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月29日消息，NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”NVIDIA...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&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":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563975210","content_text":"快科技8月29日消息，NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。直接客户指从NVIDIA采购芯片，再将其装配至系统或电路板后转售，包括富士康、广达等原始设计制造商或原始设备制造商，以及戴尔等系统集成商或分销商。间接客户包括云服务提供商、互联网公司和企业等，它们通常从NVIDIA的“直接客户”那里购买系统。文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472526753452264,"gmtCreate":1756395656072,"gmtModify":1756395657797,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WINT\">$Windtree Therapeutics, Inc.(WINT)$&nbsp;</a> 还好当时忍住了没买","listText":"<a href=\"https://laohu8.com/S/WINT\">$Windtree Therapeutics, Inc.(WINT)$&nbsp;</a> 还好当时忍住了没买","text":"$Windtree Therapeutics, Inc.(WINT)$ 还好当时忍住了没买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472526753452264","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471343112257696,"gmtCreate":1756116836381,"gmtModify":1756116838030,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"20买的，大概率会跌回去","listText":"20买的，大概率会跌回去","text":"20买的，大概率会跌回去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471343112257696","repostId":"1122040622","repostType":2,"repost":{"id":"1122040622","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":1756112822,"share":"https://www.laohu8.com/m/news/1122040622?lang=zh_CN&edition=full","pubTime":"2025-08-25 17:07","market":"us","language":"zh","title":"英特尔盘前拉升，美国政府已购入10%股份，总投资额约89亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122040622","media":"老虎资讯综合","summary":"以每股20.47美元的价格购入4.333亿普通股。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘前短线拉升，涨幅超3.4%。上周五，美国商务部长卢特尼克宣布，联邦政府已收购陷入困境的芯片巨头英特尔10%的股份，这是特朗普政府在强化对美国企业控制方面迈出的最新一步。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f351c169eb2cfe0ff35c86a0409007\" title=\"\" tg-width=\"790\" tg-height=\"383\"/></p><p>英特尔在新闻稿中表示，美国政府以每股20.47美元的价格购入4.333亿股普通股，总投资额约89亿美元，对应10%的股权。</p><p>据悉，在资金来源方面，其中57亿美元来自《芯片与科学法案》已批准但尚未拨付的补助资金，另外32亿美元来自一项用于开发安全芯片的独立政府项目。这笔89亿美元的投资是英特尔迄今已获得的22亿美元美国《芯片与科学法案》拨款的补充，使总投资额达到111亿美元。这笔交易后美国政府超越贝莱德，成为英特尔的最大股东。</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>英特尔盘前拉升，美国政府已购入10%股份，总投资额约89亿美元</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英特尔盘前拉升，美国政府已购入10%股份，总投资额约89亿美元\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\">2025-08-25 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘前短线拉升，涨幅超3.4%。上周五，美国商务部长卢特尼克宣布，联邦政府已收购陷入困境的芯片巨头英特尔10%的股份，这是特朗普政府在强化对美国企业控制方面迈出的最新一步。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f351c169eb2cfe0ff35c86a0409007\" title=\"\" tg-width=\"790\" tg-height=\"383\"/></p><p>英特尔在新闻稿中表示，美国政府以每股20.47美元的价格购入4.333亿股普通股，总投资额约89亿美元，对应10%的股权。</p><p>据悉，在资金来源方面，其中57亿美元来自《芯片与科学法案》已批准但尚未拨付的补助资金，另外32亿美元来自一项用于开发安全芯片的独立政府项目。这笔89亿美元的投资是英特尔迄今已获得的22亿美元美国《芯片与科学法案》拨款的补充，使总投资额达到111亿美元。这笔交易后美国政府超越贝莱德，成为英特尔的最大股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122040622","content_text":"周一，英特尔 盘前短线拉升，涨幅超3.4%。上周五，美国商务部长卢特尼克宣布，联邦政府已收购陷入困境的芯片巨头英特尔10%的股份，这是特朗普政府在强化对美国企业控制方面迈出的最新一步。英特尔在新闻稿中表示，美国政府以每股20.47美元的价格购入4.333亿股普通股，总投资额约89亿美元，对应10%的股权。据悉，在资金来源方面，其中57亿美元来自《芯片与科学法案》已批准但尚未拨付的补助资金，另外32亿美元来自一项用于开发安全芯片的独立政府项目。这笔89亿美元的投资是英特尔迄今已获得的22亿美元美国《芯片与科学法案》拨款的补充，使总投资额达到111亿美元。这笔交易后美国政府超越贝莱德，成为英特尔的最大股东。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469235839176928,"gmtCreate":1755590764485,"gmtModify":1755590766166,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"是吗","listText":"是吗","text":"是吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469235839176928","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468912791126280,"gmtCreate":1755511979528,"gmtModify":1755511981709,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"合规","listText":"合规","text":"合规","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468912791126280","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":460469771071720,"gmtCreate":1753420004840,"gmtModify":1753420006040,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$</a> 昨晚开盘就敲钟了，怎么反而跌了","listText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$</a> 昨晚开盘就敲钟了，怎么反而跌了","text":"$Tron Inc.(TRON)$ 昨晚开盘就敲钟了，怎么反而跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/460469771071720","isVote":1,"tweetType":1,"viewCount":3337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549455708236422","authorId":"3549455708236422","name":"PJS_5962","avatar":"https://static.tigerbbs.com/84346166c8f8ceea6ffd1eef5beb57fd","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3549455708236422","idStr":"3549455708236422"},"content":"这是要反向合并吗？这还没合并的呀","text":"这是要反向合并吗？这还没合并的呀","html":"这是要反向合并吗？这还没合并的呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460864312008816,"gmtCreate":1753524742883,"gmtModify":1753524744081,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital, Inc.(BTBT)$&nbsp;</a> 要增发6.6亿股了，周一暴跌了","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital, Inc.(BTBT)$&nbsp;</a> 要增发6.6亿股了，周一暴跌了","text":"$Bit Digital, Inc.(BTBT)$ 要增发6.6亿股了，周一暴跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/460864312008816","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182850835676862","authorId":"4182850835676862","name":"nikai28","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4182850835676862","idStr":"4182850835676862"},"content":"上次是两块发的，这次也最多跌到2块。要看发行价，要募集多少钱。","text":"上次是两块发的，这次也最多跌到2块。要看发行价，要募集多少钱。","html":"上次是两块发的，这次也最多跌到2块。要看发行价，要募集多少钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451500883464472,"gmtCreate":1751255906106,"gmtModify":1751255907193,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a 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小米yu7大定200000台，太夸张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/450227623248504","isVote":1,"tweetType":1,"viewCount":3966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092559447612700","authorId":"4092559447612700","name":"GreatNiu","avatar":"https://static.tigerbbs.com/8eb28609fb1ec13b62c59739d82f6300","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092559447612700","idStr":"4092559447612700"},"content":"米牛天，但是特斯拉现在估值不在电动车上啊","text":"米牛天，但是特斯拉现在估值不在电动车上啊","html":"米牛天，但是特斯拉现在估值不在电动车上啊"},{"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"content":"这个数字你都信，去掉2个0[弱][弱][弱][弱]","text":"这个数字你都信，去掉2个0[弱][弱][弱][弱]","html":"这个数字你都信，去掉2个0[弱][弱][弱][弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452354028831000,"gmtCreate":1751461594792,"gmtModify":1751461595988,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 刚买完就拉升了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 刚买完就拉升了","text":"$特斯拉(TSLA)$ 刚买完就拉升了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/452354028831000","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179282963740902","authorId":"4179282963740902","name":"股圈和珅","avatar":"https://static.tigerbbs.com/61d912bc3b2dd7a49134c9bd1e0611c3","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4179282963740902","idStr":"4179282963740902"},"content":"成本多少？","text":"成本多少？","html":"成本多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513538111357144,"gmtCreate":1766421133357,"gmtModify":1766421135521,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/VOYG\">$Voyager Technologies, Inc.(VOYG)$</a> 还不能交易吗","text":"$Voyager Technologies, Inc.(VOYG)$ 还不能交易吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/444958846263808","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448110854648040,"gmtCreate":1750428791143,"gmtModify":1750428792164,"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRM\">$SRM Entertainment, Inc.(SRM)$</a> 美股币圈化了，这保守十亿没问题","listText":"<a href=\"https://laohu8.com/S/SRM\">$SRM Entertainment, Inc.(SRM)$</a> 美股币圈化了，这保守十亿没问题","text":"$SRM 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等大美丽法案通过后，预计暴跌50%以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/452511846294392","isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460258953613348","authorId":"3460258953613348","name":"趋势猎人","avatar":"https://static.tigerbbs.com/db412ddc07f8a164d7b9755dbe98eeb3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3460258953613348","idStr":"3460258953613348"},"content":"已经通过了，看盘面还能撑多久","text":"已经通过了，看盘面还能撑多久","html":"已经通过了，看盘面还能撑多久"},{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"那我的盈利岂不是只有10倍了么，好可怕哦","text":"那我的盈利岂不是只有10倍了么，好可怕哦","html":"那我的盈利岂不是只有10倍了么，好可怕哦"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}