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碍国人士
02-07
$上证指数(000001.SH)$
碍国人士
02-06
$上证指数(000001.SH)$
碍国人士
01-31
老黄面圣去了啊
美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官
碍国人士
01-28
庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为
华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观
碍国人士
01-27
我就不信呢 你打死我吧
抱歉,原内容已删除
碍国人士
01-16
$特斯拉(TSLA)$
赶快减仓吧 前年欧盟工会 不是减持特斯拉了吗。马斯克上火星之前也会抛售地球资产的。
碍国人士
01-06
$上证指数(000001.SH)$
赶快抢反弹啊 韭菜花们
碍国人士
01-03
股票的涨跌 和业绩有关系吗 新闻有个屁用
销量10年来首次下滑,特斯拉2025年还好过吗?
碍国人士
01-03
$金山云(03896)$
这是要推出 金山A霸吗 或者金山AI 霸
碍国人士
01-03
股票 涨跌其实和企业业绩没关系 ,都是炒作而已, 一直亏损 股票大涨的 比比皆是。
特斯拉2024Q4交付量低于预期,全年交付量10多年来首次下滑
碍国人士
01-01
数据会作假吗
蔚来2024年12月交付31138辆汽车,同比增长72.9%
碍国人士
01-01
$纳斯达克(.IXIC)$
哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊
碍国人士
2024-12-18
$上证指数(000001.SH)$
空空
碍国人士
2024-12-13
$上证指数(000001.SH)$
玩完了
碍国人士
2024-12-13
$恒生指数(HSI)$
玩完了
去老虎APP查看更多动态
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21:48","market":"us","language":"zh","title":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1164263308","media":"老虎资讯综合","summary":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","content":"<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</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>美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官</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美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官\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\">2025-01-31 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄,一度转涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397462502412480,"gmtCreate":1738059424611,"gmtModify":1738059426446,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","listText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","text":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397462502412480","repostId":"1188738525","repostType":2,"repost":{"id":"1188738525","kind":"news","pubTimestamp":1738057383,"share":"https://www.laohu8.com/m/news/1188738525?lang=&edition=full","pubTime":"2025-01-28 17:43","market":"us","language":"zh","title":"华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=1188738525","media":"英为财情","summary":"或将推动对计算能力的更高需求。","content":"<html><head></head><body><p>昨日(1月27日),全球科技股剧烈波动,中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。</p><p style=\"text-align: start;\">周末,DeepSeek推出新AI模型,此模型成本效益远远甩开美国同类型模型,能在较不先进的芯片上稳定运行,进而引发了人们对英伟达等AI股高估值的疑问。</p><p style=\"text-align: start;\">昨日,英伟达大跌17%,创美股史上最大的单日市值蒸发。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/964f78bbfd803a39c98a3e1ef0e22e74\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Raymond James分析师在报告中指出,若DeepSeek的创新得以广泛应用,美国超大规模企业的模型训练成本有望大幅降低,这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。</p><p style=\"text-align: start;\">然而,<strong>看起来更合理的情况是,DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元(GPU)的优势,进一步将自己与成本效益较高的替代品区分开来。分析师接着说道,“星际之门项目和Meta关于资本支出评论明显支持这一观点。”</strong></p><p style=\"text-align: start;\">此外,分析师还指出,训练成本的降低有望拓展AI的应用场景,推动推理技术的快速发展。据悉,R1和OpenAI等推理模型对计算能力的需求较高。</p><p style=\"text-align: start;\">DeepSeek由中国量化基金领军人物梁文锋创立,其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加,称其为“最令人惊叹和印象深刻的突破之一”。</p><p style=\"text-align: start;\">该模型能够根据用户提示进行推理解释,上周发布后迅速登上苹果App Store排行榜榜首,其透明度备受赞誉。</p><p style=\"text-align: start;\">中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中,股价涨停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fe0434ee9e68cebba21f59fc570ee8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">另一方面,<strong>Bernstein 分析师认为,DeepSeek的进步并不足以引起美国超大规模企业的恐慌。</strong>不过,他们承认,在模型成本持续上升的背景下,此类创新对AI的发展至关重要。</p><p style=\"text-align: start;\">分析师表示,<strong>DeepSeek所实现的效率提升,或将推动对计算能力的更高需求,而非减少长期支出。其策略或许并非其他顶级AI实验室所未知,因此此类创新或非完全独特。</strong></p><p style=\"text-align: start;\">Bernstein<strong> </strong>还指出,<strong>Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划,均表明AI领域的投资正在加速。</strong></p><p style=\"text-align: start;\">在此背景下,分析师仍对美国AI相关股票持乐观态度,特别是英伟达和博通,并建议投资者勿轻信网上流传的悲观预测。</p></body></html>","source":"ywcq","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>华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观</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华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 17:43 北京时间 <a href=https://cn.investing.com/news/stock-market-news/article-2650465><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日(1月27日),全球科技股剧烈波动,中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末,DeepSeek推出新AI模型,此模型成本效益远远甩开美国同类型模型,能在较不先进的芯片上稳定运行,进而引发了人们对英伟达等AI股高估值的疑问。昨日,英伟达大跌17%,创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出,若DeepSeek的创新得以广泛应用...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2650465\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9859cd9504ee1e4ffd60d05066306561","relate_stocks":{"NVDA":"英伟达","META":"Meta Platforms, Inc.","AVGO":"博通"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2650465","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188738525","content_text":"昨日(1月27日),全球科技股剧烈波动,中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末,DeepSeek推出新AI模型,此模型成本效益远远甩开美国同类型模型,能在较不先进的芯片上稳定运行,进而引发了人们对英伟达等AI股高估值的疑问。昨日,英伟达大跌17%,创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出,若DeepSeek的创新得以广泛应用,美国超大规模企业的模型训练成本有望大幅降低,这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。然而,看起来更合理的情况是,DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元(GPU)的优势,进一步将自己与成本效益较高的替代品区分开来。分析师接着说道,“星际之门项目和Meta关于资本支出评论明显支持这一观点。”此外,分析师还指出,训练成本的降低有望拓展AI的应用场景,推动推理技术的快速发展。据悉,R1和OpenAI等推理模型对计算能力的需求较高。DeepSeek由中国量化基金领军人物梁文锋创立,其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加,称其为“最令人惊叹和印象深刻的突破之一”。该模型能够根据用户提示进行推理解释,上周发布后迅速登上苹果App Store排行榜榜首,其透明度备受赞誉。中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中,股价涨停。另一方面,Bernstein 分析师认为,DeepSeek的进步并不足以引起美国超大规模企业的恐慌。不过,他们承认,在模型成本持续上升的背景下,此类创新对AI的发展至关重要。分析师表示,DeepSeek所实现的效率提升,或将推动对计算能力的更高需求,而非减少长期支出。其策略或许并非其他顶级AI实验室所未知,因此此类创新或非完全独特。Bernstein 还指出,Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划,均表明AI领域的投资正在加速。在此背景下,分析师仍对美国AI相关股票持乐观态度,特别是英伟达和博通,并建议投资者勿轻信网上流传的悲观预测。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396951913837184,"gmtCreate":1737934327210,"gmtModify":1737939295674,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"我就不信呢 你打死我吧","listText":"我就不信呢 你打死我吧","text":"我就不信呢 你打死我吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396951913837184","repostId":"2506355220","repostType":2,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393139637506240,"gmtCreate":1737005106777,"gmtModify":1737005108922,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>赶快减仓吧 前年欧盟工会 不是减持特斯拉了吗。马斯克上火星之前也会抛售地球资产的。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>赶快减仓吧 前年欧盟工会 不是减持特斯拉了吗。马斯克上火星之前也会抛售地球资产的。","text":"$特斯拉(TSLA)$ 赶快减仓吧 前年欧盟工会 不是减持特斯拉了吗。马斯克上火星之前也会抛售地球资产的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393139637506240","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389648953561312,"gmtCreate":1736136763305,"gmtModify":1736136764679,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"1\"></v-v> 赶快抢反弹啊 韭菜花们","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"1\"></v-v> 赶快抢反弹啊 韭菜花们","text":"$上证指数(000001.SH)$ 赶快抢反弹啊 韭菜花们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389648953561312","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388449864692224,"gmtCreate":1735879825114,"gmtModify":1735880887084,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"股票的涨跌 和业绩有关系吗 新闻有个屁用","listText":"股票的涨跌 和业绩有关系吗 新闻有个屁用","text":"股票的涨跌 和业绩有关系吗 新闻有个屁用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388449864692224","repostId":"1135966880","repostType":2,"repost":{"id":"1135966880","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1735877432,"share":"https://www.laohu8.com/m/news/1135966880?lang=&edition=full","pubTime":"2025-01-03 12:10","market":"us","language":"zh","title":"销量10年来首次下滑,特斯拉2025年还好过吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135966880","media":"格隆汇","summary":"面临挑战美国当地时间1月2日,特斯拉发布2024年第四季度及全球生产与交付报告。近5个交易日特斯拉已累计下跌近18%。销量10年来首次下滑数据显示,特斯拉2024年全年销量为179万辆,较2023年的181万辆下降1.1%,这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度,特斯拉总交付495570辆,创下历史新高,但不及预估的512277辆。第一季度特斯拉股价暴跌29%,创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施,但销量仍在下滑。","content":"<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日,特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来,首次出现年度销量同比下滑。</p><p>受此消息影响,特斯拉美股开盘大跌,最终收盘跌幅为6.08%,市值蒸发788亿美元(约合人民币5770.5 亿元)。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息,美国两地先后发生汽车冲撞、爆炸事件,其中一起涉及特斯拉赛博皮卡(Cybertruck)。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称,特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的,与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示,特斯拉2024年全年销量为179万辆,较2023年的181万辆下降1.1%,<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度,特斯拉总交付495570辆,创下历史新高,但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆,预估484575辆。消费者需求低迷正在拖累电动汽车销售,而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看,特斯拉在北美依然一骑绝尘,但由于产能过剩,开始出现库存积压;在欧洲市场,由于大众等车企的强势向上,特斯拉下滑超10%,尤其在11月,特斯拉被大众拉下马,失去了欧洲新能源汽车单一车型销冠的位置;在中国市场,特斯拉依然强势,全年增超8%,多次降价促销,为特斯拉中国稳住了市场。</p><p>细分车型来看,特斯拉Model Y依然是全球最畅销的纯电车,但Cybertruck仍未达预期。</p><p>对于2025年,在最新的电话会议上,马斯克预测明年特斯拉汽车销量将增长20%-30%;Cybercab将于2026年实现大规模生产,目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道:“今天的交付结果可能略有负面,但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为,交付结果突显出,2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型,而这些车型在定价、功能或时间方面的细节有限的情况下,仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日(周三)收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示,该公司第四季度营收将达到创纪录的997亿美元,但净利润为81亿美元,或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲,在马斯克的大力支持下,特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比,这是一个巨大的转变。第一季度特斯拉股价暴跌29%,创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施,但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上,首席执行官埃隆·马斯克 (Elon Musk)曾表示,虽然他预计“今年的销量将高于去年”,但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶,由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争,其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外,特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策,此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示:“有趣的是,尽管人们知道2025年可能会取消税收抵免,但他们的销售量在今年也下降了。这似乎并没有加速任何事情,这可能是有原因的。”</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>销量10年来首次下滑,特斯拉2025年还好过吗?</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; }\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 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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销量10年来首次下滑,特斯拉2025年还好过吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2025-01-03 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日,特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来,首次出现年度销量同比下滑。</p><p>受此消息影响,特斯拉美股开盘大跌,最终收盘跌幅为6.08%,市值蒸发788亿美元(约合人民币5770.5 亿元)。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息,美国两地先后发生汽车冲撞、爆炸事件,其中一起涉及特斯拉赛博皮卡(Cybertruck)。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称,特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的,与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示,特斯拉2024年全年销量为179万辆,较2023年的181万辆下降1.1%,<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度,特斯拉总交付495570辆,创下历史新高,但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆,预估484575辆。消费者需求低迷正在拖累电动汽车销售,而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看,特斯拉在北美依然一骑绝尘,但由于产能过剩,开始出现库存积压;在欧洲市场,由于大众等车企的强势向上,特斯拉下滑超10%,尤其在11月,特斯拉被大众拉下马,失去了欧洲新能源汽车单一车型销冠的位置;在中国市场,特斯拉依然强势,全年增超8%,多次降价促销,为特斯拉中国稳住了市场。</p><p>细分车型来看,特斯拉Model Y依然是全球最畅销的纯电车,但Cybertruck仍未达预期。</p><p>对于2025年,在最新的电话会议上,马斯克预测明年特斯拉汽车销量将增长20%-30%;Cybercab将于2026年实现大规模生产,目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道:“今天的交付结果可能略有负面,但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为,交付结果突显出,2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型,而这些车型在定价、功能或时间方面的细节有限的情况下,仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日(周三)收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示,该公司第四季度营收将达到创纪录的997亿美元,但净利润为81亿美元,或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲,在马斯克的大力支持下,特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比,这是一个巨大的转变。第一季度特斯拉股价暴跌29%,创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施,但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上,首席执行官埃隆·马斯克 (Elon Musk)曾表示,虽然他预计“今年的销量将高于去年”,但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶,由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争,其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外,特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策,此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示:“有趣的是,尽管人们知道2025年可能会取消税收抵免,但他们的销售量在今年也下降了。这似乎并没有加速任何事情,这可能是有原因的。”</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":"1135966880","content_text":"面临挑战美国当地时间1月2日,特斯拉发布2024年第四季度及全球生产与交付报告。2024年特斯拉全球范围内汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来,首次出现年度销量同比下滑。受此消息影响,特斯拉美股开盘大跌,最终收盘跌幅为6.08%,市值蒸发788亿美元(约合人民币5770.5 亿元)。近5个交易日特斯拉已累计下跌近18%。稍早前消息,美国两地先后发生汽车冲撞、爆炸事件,其中一起涉及特斯拉赛博皮卡(Cybertruck)。特斯拉CEO埃隆·马斯克在社交媒体平台发帖称,特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的,与车辆本身无关。销量10年来首次下滑数据显示,特斯拉2024年全年销量为179万辆,较2023年的181万辆下降1.1%,这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度,特斯拉总交付495570辆,创下历史新高,但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆,预估484575辆。消费者需求低迷正在拖累电动汽车销售,而特朗普推动控制电动汽车激励措施可能会加剧该问题。从全球市场来看,特斯拉在北美依然一骑绝尘,但由于产能过剩,开始出现库存积压;在欧洲市场,由于大众等车企的强势向上,特斯拉下滑超10%,尤其在11月,特斯拉被大众拉下马,失去了欧洲新能源汽车单一车型销冠的位置;在中国市场,特斯拉依然强势,全年增超8%,多次降价促销,为特斯拉中国稳住了市场。细分车型来看,特斯拉Model Y依然是全球最畅销的纯电车,但Cybertruck仍未达预期。对于2025年,在最新的电话会议上,马斯克预测明年特斯拉汽车销量将增长20%-30%;Cybercab将于2026年实现大规模生产,目标是每年至少生产200万台。Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道:“今天的交付结果可能略有负面,但多头可能会继续捍卫人工智能的故事。”“我们认为,交付结果突显出,2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型,而这些车型在定价、功能或时间方面的细节有限的情况下,仍然难以建立模型。”特斯拉将于2025年1月29日(周三)收盘后公布2024年第四季度财务业绩。华尔街的普遍预测显示,该公司第四季度营收将达到创纪录的997亿美元,但净利润为81亿美元,或将是2021年以来盈利最差的季度。特朗普赌注2024年特斯拉股价整体表现强劲,在马斯克的大力支持下,特朗普当选后股价上涨了60%以上。与第一季度相比,这是一个巨大的转变。第一季度特斯拉股价暴跌29%,创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施,但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上,首席执行官埃隆·马斯克 (Elon Musk)曾表示,虽然他预计“今年的销量将高于去年”,但增长率将从2023年的38%放缓。特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶,由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。特斯拉还面临传统汽车制造商的激烈竞争,其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。此外,特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策,此举可能会加剧美国向电动汽车转变的放缓。Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示:“有趣的是,尽管人们知道2025年可能会取消税收抵免,但他们的销售量在今年也下降了。这似乎并没有加速任何事情,这可能是有原因的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388477972074736,"gmtCreate":1735873120555,"gmtModify":1735873121786,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 这是要推出 金山A霸吗 或者金山AI 霸","listText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 这是要推出 金山A霸吗 或者金山AI 霸","text":"$金山云(03896)$ 这是要推出 金山A霸吗 或者金山AI 霸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388477972074736","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388356406153776,"gmtCreate":1735857219518,"gmtModify":1735857221694,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"股票 涨跌其实和企业业绩没关系 ,都是炒作而已, 一直亏损 股票大涨的 比比皆是。","listText":"股票 涨跌其实和企业业绩没关系 ,都是炒作而已, 一直亏损 股票大涨的 比比皆是。","text":"股票 涨跌其实和企业业绩没关系 ,都是炒作而已, 一直亏损 股票大涨的 比比皆是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388356406153776","repostId":"1159609857","repostType":2,"repost":{"id":"1159609857","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":1735826559,"share":"https://www.laohu8.com/m/news/1159609857?lang=&edition=full","pubTime":"2025-01-02 22:02","market":"us","language":"zh","title":"特斯拉2024Q4交付量低于预期,全年交付量10多年来首次下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=1159609857","media":"老虎资讯综合","summary":"四季度汽车产量为459445辆。","content":"<html><head></head><body><p>特斯拉2024年四季度总交付量为495570辆,市场预估为512277辆。</p><p>四季度汽车产量为459445辆,市场预估为505239辆。</p><p>四季度Model 3/Y生产量为436,718辆,市场预估生产481,306辆。</p><p>四季度Mode 3/Y交付量为471930辆,市场预估为484575辆。</p><p>四季度其他车型生产数量为22,727辆,市场预估为22,790辆。</p><p>2024年,特斯拉年度交付量出现了十多年来的首次下降。数据显示,特斯拉2024年汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期。</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2024Q4交付量低于预期,全年交付量10多年来首次下滑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉2024Q4交付量低于预期,全年交付量10多年来首次下滑\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\">2025-01-02 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉2024年四季度总交付量为495570辆,市场预估为512277辆。</p><p>四季度汽车产量为459445辆,市场预估为505239辆。</p><p>四季度Model 3/Y生产量为436,718辆,市场预估生产481,306辆。</p><p>四季度Mode 3/Y交付量为471930辆,市场预估为484575辆。</p><p>四季度其他车型生产数量为22,727辆,市场预估为22,790辆。</p><p>2024年,特斯拉年度交付量出现了十多年来的首次下降。数据显示,特斯拉2024年汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159609857","content_text":"特斯拉2024年四季度总交付量为495570辆,市场预估为512277辆。四季度汽车产量为459445辆,市场预估为505239辆。四季度Model 3/Y生产量为436,718辆,市场预估生产481,306辆。四季度Mode 3/Y交付量为471930辆,市场预估为484575辆。四季度其他车型生产数量为22,727辆,市场预估为22,790辆。2024年,特斯拉年度交付量出现了十多年来的首次下降。数据显示,特斯拉2024年汽车交付量为179万辆,低于2023年的180万辆,也低于分析师普遍预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387799840211056,"gmtCreate":1735715986467,"gmtModify":1735715988375,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"数据会作假吗","listText":"数据会作假吗","text":"数据会作假吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387799840211056","repostId":"1163109237","repostType":2,"repost":{"id":"1163109237","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":1735715915,"share":"https://www.laohu8.com/m/news/1163109237?lang=&edition=full","pubTime":"2025-01-01 15:18","market":"us","language":"zh","title":"蔚来2024年12月交付31138辆汽车,同比增长72.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163109237","media":"老虎资讯综合","summary":"蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。","content":"<html><head></head><body><p>蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。</p><p>2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></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>蔚来2024年12月交付31138辆汽车,同比增长72.9%</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; 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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蔚来2024年12月交付31138辆汽车,同比增长72.9%\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\">2025-01-01 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。</p><p>2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163109237","content_text":"蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"content":"数据不会假但是有做的方式 那就是批发给车商但是要求上牌 至于价格你懂的😏 这种方式卖的越多 亏损就越大","text":"数据不会假但是有做的方式 那就是批发给车商但是要求上牌 至于价格你懂的😏 这种方式卖的越多 亏损就越大","html":"数据不会假但是有做的方式 那就是批发给车商但是要求上牌 至于价格你懂的😏 这种方式卖的越多 亏损就越大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387713144123760,"gmtCreate":1735694809095,"gmtModify":1735694811149,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","text":"$纳斯达克(.IXIC)$ 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387713144123760","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196256734501832","authorId":"4196256734501832","name":"牛三娃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4196256734501832","authorIdStr":"4196256734501832"},"content":"我也是,感觉是我砸的盘[流泪][流泪][流泪]","text":"我也是,感觉是我砸的盘[流泪][流泪][流泪]","html":"我也是,感觉是我砸的盘[流泪][流泪][流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382866978640184,"gmtCreate":1734508525561,"gmtModify":1734508526652,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a 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玩完了","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"0\"></v-v> 玩完了","text":"$上证指数(000001.SH)$ 玩完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381025878089816","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381025460166896,"gmtCreate":1734054742300,"gmtModify":1734054743535,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a><v-v data-views=\"0\"></v-v> 玩完了","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a><v-v data-views=\"0\"></v-v> 玩完了","text":"$恒生指数(HSI)$ 玩完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381025460166896","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":359761519202328,"gmtCreate":1728872884278,"gmtModify":1728872885684,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"0\"></v-v> 3000才是你永远的港湾 ","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"0\"></v-v> 3000才是你永远的港湾 ","text":"$上证指数(000001.SH)$ 3000才是你永远的港湾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359761519202328","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370755016180032,"gmtCreate":1731555426831,"gmtModify":1731555428384,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 2024年的大A3600点 是之后十年以上或者更长时间的高点。留帖为证。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 2024年的大A3600点 是之后十年以上或者更长时间的高点。留帖为证。","text":"$上证指数(000001.SH)$ 2024年的大A3600点 是之后十年以上或者更长时间的高点。留帖为证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370755016180032","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549725163974990","authorId":"3549725163974990","name":"小博炒美股","avatar":"https://static.tigerbbs.com/71d80dd0ae66c17ac6f6caaff927fcc0","crmLevel":6,"crmLevelSwitch":0,"idStr":"3549725163974990","authorIdStr":"3549725163974990"},"content":"不一定哦,以后指数可以缩小采样到几只票嘛,或者只许买不许卖,情况随时在变化","text":"不一定哦,以后指数可以缩小采样到几只票嘛,或者只许买不许卖,情况随时在变化","html":"不一定哦,以后指数可以缩小采样到几只票嘛,或者只许买不许卖,情况随时在变化"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387799840211056,"gmtCreate":1735715986467,"gmtModify":1735715988375,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"数据会作假吗","listText":"数据会作假吗","text":"数据会作假吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387799840211056","repostId":"1163109237","repostType":2,"repost":{"id":"1163109237","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":1735715915,"share":"https://www.laohu8.com/m/news/1163109237?lang=&edition=full","pubTime":"2025-01-01 15:18","market":"us","language":"zh","title":"蔚来2024年12月交付31138辆汽车,同比增长72.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163109237","media":"老虎资讯综合","summary":"蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。","content":"<html><head></head><body><p>蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。</p><p>2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></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>蔚来2024年12月交付31138辆汽车,同比增长72.9%</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; 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亏损就越大","text":"数据不会假但是有做的方式 那就是批发给车商但是要求上牌 至于价格你懂的😏 这种方式卖的越多 亏损就越大","html":"数据不会假但是有做的方式 那就是批发给车商但是要求上牌 至于价格你懂的😏 这种方式卖的越多 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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄,一度转涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387713144123760,"gmtCreate":1735694809095,"gmtModify":1735694811149,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","text":"$纳斯达克(.IXIC)$ 哎呀呀 我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387713144123760","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196256734501832","authorId":"4196256734501832","name":"牛三娃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4196256734501832","authorIdStr":"4196256734501832"},"content":"我也是,感觉是我砸的盘[流泪][流泪][流泪]","text":"我也是,感觉是我砸的盘[流泪][流泪][流泪]","html":"我也是,感觉是我砸的盘[流泪][流泪][流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397462502412480,"gmtCreate":1738059424611,"gmtModify":1738059426446,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","listText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","text":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397462502412480","repostId":"1188738525","repostType":2,"repost":{"id":"1188738525","kind":"news","pubTimestamp":1738057383,"share":"https://www.laohu8.com/m/news/1188738525?lang=&edition=full","pubTime":"2025-01-28 17:43","market":"us","language":"zh","title":"华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=1188738525","media":"英为财情","summary":"或将推动对计算能力的更高需求。","content":"<html><head></head><body><p>昨日(1月27日),全球科技股剧烈波动,中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。</p><p style=\"text-align: start;\">周末,DeepSeek推出新AI模型,此模型成本效益远远甩开美国同类型模型,能在较不先进的芯片上稳定运行,进而引发了人们对英伟达等AI股高估值的疑问。</p><p style=\"text-align: start;\">昨日,英伟达大跌17%,创美股史上最大的单日市值蒸发。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/964f78bbfd803a39c98a3e1ef0e22e74\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Raymond James分析师在报告中指出,若DeepSeek的创新得以广泛应用,美国超大规模企业的模型训练成本有望大幅降低,这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。</p><p style=\"text-align: start;\">然而,<strong>看起来更合理的情况是,DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元(GPU)的优势,进一步将自己与成本效益较高的替代品区分开来。分析师接着说道,“星际之门项目和Meta关于资本支出评论明显支持这一观点。”</strong></p><p style=\"text-align: start;\">此外,分析师还指出,训练成本的降低有望拓展AI的应用场景,推动推理技术的快速发展。据悉,R1和OpenAI等推理模型对计算能力的需求较高。</p><p style=\"text-align: start;\">DeepSeek由中国量化基金领军人物梁文锋创立,其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加,称其为“最令人惊叹和印象深刻的突破之一”。</p><p style=\"text-align: start;\">该模型能够根据用户提示进行推理解释,上周发布后迅速登上苹果App Store排行榜榜首,其透明度备受赞誉。</p><p style=\"text-align: start;\">中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中,股价涨停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fe0434ee9e68cebba21f59fc570ee8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">另一方面,<strong>Bernstein 分析师认为,DeepSeek的进步并不足以引起美国超大规模企业的恐慌。</strong>不过,他们承认,在模型成本持续上升的背景下,此类创新对AI的发展至关重要。</p><p style=\"text-align: start;\">分析师表示,<strong>DeepSeek所实现的效率提升,或将推动对计算能力的更高需求,而非减少长期支出。其策略或许并非其他顶级AI实验室所未知,因此此类创新或非完全独特。</strong></p><p style=\"text-align: start;\">Bernstein<strong> </strong>还指出,<strong>Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划,均表明AI领域的投资正在加速。</strong></p><p style=\"text-align: start;\">在此背景下,分析师仍对美国AI相关股票持乐观态度,特别是英伟达和博通,并建议投资者勿轻信网上流传的悲观预测。</p></body></html>","source":"ywcq","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>华尔街力挺美国AI股:DeepSeek不足为惧,不要过度悲观</title>\n<style 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href=\"https://cn.investing.com/news/stock-market-news/article-2650465\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9859cd9504ee1e4ffd60d05066306561","relate_stocks":{"NVDA":"英伟达","META":"Meta Platforms, Inc.","AVGO":"博通"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2650465","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188738525","content_text":"昨日(1月27日),全球科技股剧烈波动,中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末,DeepSeek推出新AI模型,此模型成本效益远远甩开美国同类型模型,能在较不先进的芯片上稳定运行,进而引发了人们对英伟达等AI股高估值的疑问。昨日,英伟达大跌17%,创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出,若DeepSeek的创新得以广泛应用,美国超大规模企业的模型训练成本有望大幅降低,这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。然而,看起来更合理的情况是,DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元(GPU)的优势,进一步将自己与成本效益较高的替代品区分开来。分析师接着说道,“星际之门项目和Meta关于资本支出评论明显支持这一观点。”此外,分析师还指出,训练成本的降低有望拓展AI的应用场景,推动推理技术的快速发展。据悉,R1和OpenAI等推理模型对计算能力的需求较高。DeepSeek由中国量化基金领军人物梁文锋创立,其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加,称其为“最令人惊叹和印象深刻的突破之一”。该模型能够根据用户提示进行推理解释,上周发布后迅速登上苹果App Store排行榜榜首,其透明度备受赞誉。中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中,股价涨停。另一方面,Bernstein 分析师认为,DeepSeek的进步并不足以引起美国超大规模企业的恐慌。不过,他们承认,在模型成本持续上升的背景下,此类创新对AI的发展至关重要。分析师表示,DeepSeek所实现的效率提升,或将推动对计算能力的更高需求,而非减少长期支出。其策略或许并非其他顶级AI实验室所未知,因此此类创新或非完全独特。Bernstein 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