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老虎同学好

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老虎同学好

02-11 03:22

$小米集团-W(01810)$ 减持远未结束，15见

老虎同学好

2025-10-07

$一亩田(YMT)$ 死鱼一条，没有流动性的垃圾

老虎同学好

2025-09-16

$一亩田(YMT)$ 这个垃圾，看着就烦

老虎同学好

2025-03-27

$特斯拉(TSLA)$ 打爆空头

老虎同学好

2025-10-27

$一亩田(YMT)$ 国内这帮骗子，一亩田只剩一分了

老虎同学好

2025-04-02

$小米集团-W(01810)$ 垃圾公司出品垃圾产品

老虎同学好

2025-03-17

纯纯扯王八犊子，区区200股还出来瞎比比，跟风的是**，还没有我拿的多

马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份

老虎同学好

2025-11-27

$中伟新材(02579)$ 这个垃圾

老虎同学好

2025-08-05

$艾美疫苗(06660)$ 周骗子

老虎同学好

2025-06-23

$特斯拉(TSLA)$ 散户疯狂的进场，但是，短期目标500

去老虎APP查看更多动态

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20:03","market":"us","language":"zh","title":"暴跌61%，缩水154亿美元，昔日世界第一新能源车企也卖不动了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610241937","media":"新动力车语","summary":"曾制霸市场多年的，昔日全球新能源销冠怎么也没想到，自己也有一天会“卖不动”。在1月29号的时候，特斯拉终于公布了自己2025年的最后一个季度报和全年财报。在2025年特斯拉一共创造了948.27亿美元的营收，这放在一个成立不过二十多年的年轻车企来说，其实成绩已经非常理想了。特斯拉除了在整体销量上被比亚迪反超，其在世界各主要市场上，也是压力不小。早在1月16号的时候，特斯拉还和外部的AI公司，签署了价值20亿美元的投资协议。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202437437v201yzthskec93m\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202445872v201za4x9eja4hl\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202448102v201olqovk2d2kp\"/><p><strong>曾制霸市场多年的，昔日全球新能源销冠怎么也没想到，自己也有一天会“卖不动”。</strong></p><p><strong>作</strong>者 |<strong>曾有为</strong></p><p><strong>封</strong><strong>面</strong><strong>图</strong><strong>| AI生成</strong></p><p><strong>本</strong><strong>文来</strong><strong>自</strong>品牌观察官<strong>（ID</strong><strong>：</strong>pinpaigcguan<strong>），</strong></p><p><strong>新动力车语经授权后转载。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202450661v201bj9aqub0nu4\"/><p><strong>在1月29号的时候，</strong><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于公布了自己2025年的最后一个季度报和全年财报。</strong></p><p>在此之前<strong>，许多新能源车企基本上都公布了自己的去年财报</strong>，原以为特斯拉<strong>如此晚公布才财报，会是压轴出场</strong>，没想到细看<strong>财报上的一些数据，却让人震惊不已。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202451159v201g12vayj018v\"/><p>图源：特斯拉2025年全年业绩</p><p>特斯拉<strong>2025年财报，无论是从纵向比较还是横向比较，似乎都有些不够看</strong>，甚至还出现了其<strong>建立起来的历史首次下滑。</strong></p><p>在2025年特斯拉<strong>一共创造了948.27亿美元</strong>的营收，这放在一个<strong>成立不过二十多年的年轻车企来说，其实成绩已经非常<a href=\"https://laohu8.com/S/LI\">理想</a>了。</strong></p><p>但是这个营收却是其在成立以来，<strong>交出的首次营收下滑年报，其和2024年营收相比的话，下降了3%。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202452441v201nuip7z5wtd8\"/><p>图源：网络</p><p>这还不是最致命的，<strong>其归属净利遭到了大幅度下滑，甚至接近腰斩，只有37.94亿美元</strong>，和2024年相比<strong>整整下滑了46%。</strong></p><p>它在<strong>2025年第四季度的归属净利</strong>，同比下滑比全年更加严重，<strong>达到了61%之多</strong>。<strong>为什么会造成这种情况？</strong></p><p>财报上也给出了一系列的说明，<strong>主要就是去年交付车辆少了，同时相关的研发投资、运营投入增加，进一步压缩了利润空间。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202453889v2011if9gugfcty\"/><p>图源：特斯拉2025年第四季度业绩</p><p>但如果纵向对比，<strong>或者说和其他的新能源车企对比的话，特斯拉所遭遇的下滑问题，并没有这么简单。</strong></p><p>2025年其<strong>全球交付量只有163.3万辆电车</strong>，和2024年全年相比，<strong>下滑了16%</strong>，这个连续两年下滑的销量，<strong>导致其把已经蝉联几年的新能源销冠拱手让人。</strong></p><p>在国内市场，<strong>特斯拉甚至出现了降价也很难挽回销量的局面</strong>，从原来的<strong>绝对领先位置，滑落到了如今的销量第五。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202500718v201z0dhlxhb7df\"/><p>图源：特斯拉汽车季度生产及交付量</p><p>然而让人匪夷所思的是，<strong>面对这些在外人看来的种种不利局面，马斯克乃至整个特斯拉高层，对此大多都表示出一副“毫不重视”感。</strong></p><p>在财报电话会上，<strong>马斯克根本就没有提到销量下滑的话题，也没有人提问相关问题，这种“轻松感”，到底是“故作轻松”？</strong></p><p>还是因为<strong>马斯克已经为特斯拉的未来，留足了后手王牌</strong>，所以才<strong>如此“不重视”这止不住下滑的汽车交付量？</strong></p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/Th1BOHm5icAVcbJ97nOWwukrvicLiclZ8qHpnNvk1Gh56KZHHkFL2ff9jx6kGFbQYvhL7G7PjUxU3KGvhTRXReK5A/640?wx_fmt=png\"/><p><strong>旗舰车型将停产</strong></p><p><strong>汽车业务彻底跑不动了？</strong></p><p><strong>特斯拉除了在整体销量上被<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>反超</strong>，其在世界各主要市场上，<strong>也是压力不小</strong>。</p><p>首先特斯拉在<strong>美国本土，由于相关的抵免补贴的到期，其销量受到了不小的冲击。</strong></p><p>而在欧洲市场上，<strong>它更是<a href=\"https://laohu8.com/S/002296\">辉煌</a>不再</strong>，由于<strong>受到中国车企出海欧洲的冲击，以及像大众这样的传统车企，持续深入的进行油改电转型，特斯拉在欧洲市场持续遇冷。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202522167v201du10uptxxo9\"/><p>图源：特斯拉</p><p>其2025年欧洲<strong>新车注册量只有238656辆，和2024年相比下滑了26.9%</strong>，由于销量的不景气，<strong>还间接导致了柏林工厂的裁员。</strong></p><p>与<strong>特斯拉在欧洲市场销量下滑，呈现鲜明对比的是</strong>，同期同地点，<strong><a href=\"https://laohu8.com/S/002594\">比亚迪</a>的数据为187657辆，和2024年相比增长了268.6%。</strong></p><p>可以说，<strong>就目前而言在欧洲这种传统汽车市场上，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>和特斯拉的差距，正在肉眼减小。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202533437v201q1fvf1zln9l\"/><p>图源：特斯拉</p><p>在其<strong>非常倚重的中国市场，它也是“节节败退”</strong>，无论是<strong>从销量还是保值率上面</strong>，都被做为<strong>后起之秀的一众新势力反超。</strong></p><p>具体来看，<strong>其在2025年的第四季度的国内零售量在18万辆上下</strong>，和2024年同期<strong>相比下滑了5%</strong>，<strong>整年的销量则为62.6万辆，与前年同期相比下滑了4.8%。</strong></p><p>而根据<strong>最新的国内保值率年度排行</strong>来看，<strong>特斯拉之前一直维持的高保值率排名，也在不断滑落。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202534688v201zhgjyc6054s\"/><p>图源：精真估</p><p>在榜单中，<strong>作为后起之秀的<a href=\"https://laohu8.com/S/XIACY\">小米</a>排名第一，紧接其后的则是问界、理想等新势力车型。</strong></p><p>而作为特斯拉旗舰的<strong>Model X车型，则排在第五，作为主力的Model 3更是只能排在第七。</strong></p><p>这个排名的高低，<strong>也侧面反应了车企在市场上的竞争力高低</strong>。同时在<strong>汽车毛利率上面，它也优势不再。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202537401v201syxg9op1zdb\"/><p>图源：特斯拉</p><p>由于其在<strong>2025年推行相关的“降价换量”措施，其汽车业务毛利率，已经从2021年的27%的，下滑到了2025年第三季度，剔除监管积分收入之后的15.4%。</strong></p><p>而<strong>比亚迪</strong>在2025年<strong>第三季度的汽车业务毛利率则为20.6%</strong>，小<strong>米在2025年上半年更是在汽车业务<span>毛利</span>上面，取得了26.4%的优异数据。</strong></p><p>此外特斯拉还表示<strong>，未来将停产两大旗舰Model X和Model S</strong>，<strong>空出来的产能和资金则用来押注未来业务。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202539129v201hdz1a9q834e\"/><p>图源：特斯拉</p><p>面对<strong>2025年核心汽车业务的明显失速情况</strong>，马斯克却似乎已经不想<strong>再为其全力输血了</strong>，而是<strong>准备不惜代价，做一场20亿美元的大冒险。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202539456v2014654fodasg4\"/><p><strong>200亿美元天价支出</strong></p><p><strong>马斯克直言最大对手来自中国</strong></p><p>其实特斯拉的<strong>失速并非最近才显现</strong>，在整个2025年，<strong>特斯拉无论是市值还是销量，都有或多或少的浮动。</strong></p><p>可即使这样，<strong>回归特斯拉的马斯克，却并没有把重点放在如何把汽车业务拯救出来上。</strong></p><p>而从普通经营逻辑上来看，<strong>如果一家公司，面对利润和营收都在下降的财报，理应在新的一年，及时止血，开源节流以求休养生息。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202541234v201jylm7xnniti\"/><p>图源：网络</p><p>可特斯拉<strong>却反其道而行之，在2026年其更是宣布可能要支出200亿美元</strong>，这些钱<strong>也并不主要流向正在失速失血的核心汽车业务，而是流向芯片、算力、能源供应链建设。</strong></p><p>早在1月16号的时候，<strong>特斯拉还和外部的AI公司，签署了价值20亿美元的投资协议。</strong></p><p>从如今特斯拉接下来的布局来看，<strong>原来做为核心的传统汽车业务，似乎正变得越来越不核心。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202543327v201vakp8k1fc2h\"/><p>图源：网络</p><p>而从马斯克在电话会上的不少表示来看，他对<strong>如今特斯拉汽车的销量多少，其似乎已经没有兴趣了。</strong></p><p>在他眼里，特斯拉的未来<strong>在于重点发展无人驾驶出租车、人形机器人和AI这三大方面。</strong></p><p>在未来，<strong>停产了两大旗舰车型之后，原来制造这两款车型的工厂，也会将原来的生产线进行相关的改造升级，用来生产人形机器人Optimus。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202544367v2017yyv0rj02i8\"/><p>图源：网络</p><p>从世界范围来看，<strong>车企入局人形机器人赛道，也并非特斯拉一家</strong>，在国内<strong>小鹏就在去年发布了 IRON</strong>，<strong>理想也已经表示要在今年年初，加大在这个领域的投资。</strong></p><p>当然特斯拉<strong>在汽车领域，也并非没有动作</strong>，比如<strong>其新一代电跑Roadster就将会在今年实现首秀</strong>，而除了这款车之外，<strong>特斯拉以后得汽车新品，就将只会是自动驾驶汽车。</strong></p><p>在今年，<strong>只有两个座位并且没有踏板的无人驾驶出租CyberCab</strong>，将会在<strong>今年的4月进行投产。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202550178v201ol1fbyq8pwc\"/><p>图源：网络</p><p>无论是<strong>Optimus还是CyberCab，</strong>都在证明着特斯拉，<strong>正在向成为一家实体AI公司前进。</strong></p><p>为了实现这个目标，<strong>马斯克甚至准备自建芯片工厂，以此来防止特斯拉在业务转型中，在芯片领域被别人“卡脖子”。</strong></p><p>这种<strong>不惜代价的转型</strong>，到底是<strong>马斯克给市场“画的饼”</strong>，还是真的在<strong>为特斯拉买一个“史诗级未来”。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202550598v20154wg0nkn5cq\"/><p><strong>特斯拉未来两大王牌</strong></p><p><strong>是马斯克给市场“画饼”还是圆梦？</strong></p><p>在1月16号，<strong>特斯拉拿出20亿美元投资外部AI公司的时候，</strong>就有人对这笔投资提出了<strong>质疑，觉得其会影响特斯拉未来的长期发展。</strong></p><p>毕竟如今特斯拉的<strong>核心汽车业务已经步入失速的境地，</strong>另外一边公司<strong>主要用来研发和投资未来的营业费，也早已经激增到127.39亿美元。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202551565v2019x8a530ki02\"/><p>图源：特斯拉</p><p>即使特斯拉在<strong>2025年还拥有441亿美元的相关现金储备</strong>，但是在<strong>核心业务失速</strong>，公司<strong>营业费居高不下的情况下，又拿出20亿美元投资外部的公司。</strong></p><p>从这个角度来看，<strong>特斯拉的这一笔投资，更像是一场不看短期代价充满不确定性的豪赌。</strong></p><p>不过从市场反应来看，<strong>马斯克的这场2026年豪赌，似乎赢面更大</strong>，毕竟在特斯拉主营业务失速，交出首次营收下滑财报的情况下，<strong>市场对于特斯拉仍然格外宽容。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202556616v2017t38e9yiix6\"/><p>图源：QuantScraper</p><p>在交出净利营收双下滑财报的情况下，<strong>特斯拉的股票依然是稳如泰山</strong>，甚至在马斯克电话会结束后，<strong>还创造了微涨</strong>。这主要得益于，<strong>马斯克给市场画下的一系列伟大远景。</strong></p><p>即使如今特斯拉的<strong>主要营收和利润仍然来自于造车卖车</strong>，即使如今<strong>这个核心业务正在失速</strong>，但是市场仍<strong>然相信了马斯克规划出来的<a href=\"https://laohu8.com/S/000626\">远大</a>布局，并且愿意暂时为其买单。</strong></p><p>这种现象，在<strong>美股巨头中，是非常少有的</strong>，就连<strong>华尔街的一些分析师</strong>都说，<strong>如今的特斯拉更像是一家可以创造高回报，但也能带来高风险的初创公司。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202559631v201g7pix261k9n\"/><p>图源：网络</p><p>而这里面的高风险，<strong>就在于这些宏伟目标能不能准时实现。</strong></p><p>在过去，马斯克其实早已经<strong>许下了不少宏伟目标，不过这里面的不少目标，都没有按照计划实现。</strong></p><p>比如其在之前就曾经表示，<strong>要在2025年的时候，把完全自动驾驶出租车服务，覆盖美国一半的人口。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202600759v201ib9ebxzweuj\"/><p>图源：网络</p><p>但这个目<strong>标很快就缩水成了8个到10个主要都市区</strong>，如今2025已过，<strong>这个目标即使在缩水后，也没有实现。</strong></p><p>而马斯克自己也坦言，<strong>无论是人形机器人还是无人驾驶出租，它们最初的生产都会很缓慢。这些都在不确定性，都在左右特斯拉的这场未来豪赌。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202608152v2011ygh5ix1tf5\"/><p><strong>写在最后</strong></p><p>从2026年开始，当马斯克宣布今<strong>年将成为特斯拉200亿美元的资本支出大年那一刻</strong>，特斯拉的<strong>转型或许就已经再也没有了回头路。</strong></p><p><strong>当200亿美元的真金白银投下</strong>，以及在如今其<strong>核心汽车业务日益失速的现实的面前</strong>，特斯拉<strong>这一场不惜短期代价的史诗级转型，最后的结局或许是“不成功便成仁”。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202611363v201ezwihhx39ym\"/><p>图源：特斯拉</p><p>但是马克斯<strong>之前的无数次成功，也已经向市场证明了，他对于未来有着强大的掌控力。这场史诗级投资，何时能够落地变现，让我们拭目以待吧！</strong></p><p>- End -</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202617340v20101w8rsubr6w\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202623397v201ss5yay8pq32\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202640814v201w0tkcahmbjl\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202642172v201fc7hw0bsyd3\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202642576v20134ilrzsa6fo\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260211202648488v2015xlmd04mx5o\"/></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>暴跌61%，缩水154亿美元，昔日世界第一新能源车企也卖不动了？</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暴跌61%，缩水154亿美元，昔日世界第一新能源车企也卖不动了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 20:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602112027079540c030&s=b><strong>新动力车语</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾制霸市场多年的，昔日全球新能源销冠怎么也没想到，自己也有一天会“卖不动”。作者 |曾有为封面图| AI生成本文来自品牌观察官（ID：pinpaigcguan），新动力车语经授权后转载。在1月29号的时候，特斯拉终于公布了自己2025年的最后一个季度报和全年财报。在此之前，许多新能源车企基本上都公布了自己的去年财报，原以为特斯拉如此晚公布才财报，会是压轴出场，没想到细看财报上的一些数据，却让人震惊...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602112027079540c030&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":{"TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4598":"佩洛西持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4604":"机器人概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708995401.HKD":"FRANKLIN U.S. 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|曾有为封面图| AI生成本文来自品牌观察官（ID：pinpaigcguan），新动力车语经授权后转载。在1月29号的时候，特斯拉终于公布了自己2025年的最后一个季度报和全年财报。在此之前，许多新能源车企基本上都公布了自己的去年财报，原以为特斯拉如此晚公布才财报，会是压轴出场，没想到细看财报上的一些数据，却让人震惊不已。图源：特斯拉2025年全年业绩特斯拉2025年财报，无论是从纵向比较还是横向比较，似乎都有些不够看，甚至还出现了其建立起来的历史首次下滑。在2025年特斯拉一共创造了948.27亿美元的营收，这放在一个成立不过二十多年的年轻车企来说，其实成绩已经非常理想了。但是这个营收却是其在成立以来，交出的首次营收下滑年报，其和2024年营收相比的话，下降了3%。图源：网络这还不是最致命的，其归属净利遭到了大幅度下滑，甚至接近腰斩，只有37.94亿美元，和2024年相比整整下滑了46%。它在2025年第四季度的归属净利，同比下滑比全年更加严重，达到了61%之多。为什么会造成这种情况？财报上也给出了一系列的说明，主要就是去年交付车辆少了，同时相关的研发投资、运营投入增加，进一步压缩了利润空间。图源：特斯拉2025年第四季度业绩但如果纵向对比，或者说和其他的新能源车企对比的话，特斯拉所遭遇的下滑问题，并没有这么简单。2025年其全球交付量只有163.3万辆电车，和2024年全年相比，下滑了16%，这个连续两年下滑的销量，导致其把已经蝉联几年的新能源销冠拱手让人。在国内市场，特斯拉甚至出现了降价也很难挽回销量的局面，从原来的绝对领先位置，滑落到了如今的销量第五。图源：特斯拉汽车季度生产及交付量然而让人匪夷所思的是，面对这些在外人看来的种种不利局面，马斯克乃至整个特斯拉高层，对此大多都表示出一副“毫不重视”感。在财报电话会上，马斯克根本就没有提到销量下滑的话题，也没有人提问相关问题，这种“轻松感”，到底是“故作轻松”？还是因为马斯克已经为特斯拉的未来，留足了后手王牌，所以才如此“不重视”这止不住下滑的汽车交付量？旗舰车型将停产汽车业务彻底跑不动了？特斯拉除了在整体销量上被比亚迪反超，其在世界各主要市场上，也是压力不小。首先特斯拉在美国本土，由于相关的抵免补贴的到期，其销量受到了不小的冲击。而在欧洲市场上，它更是辉煌不再，由于受到中国车企出海欧洲的冲击，以及像大众这样的传统车企，持续深入的进行油改电转型，特斯拉在欧洲市场持续遇冷。图源：特斯拉其2025年欧洲新车注册量只有238656辆，和2024年相比下滑了26.9%，由于销量的不景气，还间接导致了柏林工厂的裁员。与特斯拉在欧洲市场销量下滑，呈现鲜明对比的是，同期同地点，比亚迪的数据为187657辆，和2024年相比增长了268.6%。可以说，就目前而言在欧洲这种传统汽车市场上，比亚迪和特斯拉的差距，正在肉眼减小。图源：特斯拉在其非常倚重的中国市场，它也是“节节败退”，无论是从销量还是保值率上面，都被做为后起之秀的一众新势力反超。具体来看，其在2025年的第四季度的国内零售量在18万辆上下，和2024年同期相比下滑了5%，整年的销量则为62.6万辆，与前年同期相比下滑了4.8%。而根据最新的国内保值率年度排行来看，特斯拉之前一直维持的高保值率排名，也在不断滑落。图源：精真估在榜单中，作为后起之秀的小米排名第一，紧接其后的则是问界、理想等新势力车型。而作为特斯拉旗舰的Model X车型，则排在第五，作为主力的Model 3更是只能排在第七。这个排名的高低，也侧面反应了车企在市场上的竞争力高低。同时在汽车毛利率上面，它也优势不再。图源：特斯拉由于其在2025年推行相关的“降价换量”措施，其汽车业务毛利率，已经从2021年的27%的，下滑到了2025年第三季度，剔除监管积分收入之后的15.4%。而比亚迪在2025年第三季度的汽车业务毛利率则为20.6%，小米在2025年上半年更是在汽车业务毛利上面，取得了26.4%的优异数据。此外特斯拉还表示，未来将停产两大旗舰Model X和Model S，空出来的产能和资金则用来押注未来业务。图源：特斯拉面对2025年核心汽车业务的明显失速情况，马斯克却似乎已经不想再为其全力输血了，而是准备不惜代价，做一场20亿美元的大冒险。200亿美元天价支出马斯克直言最大对手来自中国其实特斯拉的失速并非最近才显现，在整个2025年，特斯拉无论是市值还是销量，都有或多或少的浮动。可即使这样，回归特斯拉的马斯克，却并没有把重点放在如何把汽车业务拯救出来上。而从普通经营逻辑上来看，如果一家公司，面对利润和营收都在下降的财报，理应在新的一年，及时止血，开源节流以求休养生息。图源：网络可特斯拉却反其道而行之，在2026年其更是宣布可能要支出200亿美元，这些钱也并不主要流向正在失速失血的核心汽车业务，而是流向芯片、算力、能源供应链建设。早在1月16号的时候，特斯拉还和外部的AI公司，签署了价值20亿美元的投资协议。从如今特斯拉接下来的布局来看，原来做为核心的传统汽车业务，似乎正变得越来越不核心。图源：网络而从马斯克在电话会上的不少表示来看，他对如今特斯拉汽车的销量多少，其似乎已经没有兴趣了。在他眼里，特斯拉的未来在于重点发展无人驾驶出租车、人形机器人和AI这三大方面。在未来，停产了两大旗舰车型之后，原来制造这两款车型的工厂，也会将原来的生产线进行相关的改造升级，用来生产人形机器人Optimus。图源：网络从世界范围来看，车企入局人形机器人赛道，也并非特斯拉一家，在国内小鹏就在去年发布了 IRON，理想也已经表示要在今年年初，加大在这个领域的投资。当然特斯拉在汽车领域，也并非没有动作，比如其新一代电跑Roadster就将会在今年实现首秀，而除了这款车之外，特斯拉以后得汽车新品，就将只会是自动驾驶汽车。在今年，只有两个座位并且没有踏板的无人驾驶出租CyberCab，将会在今年的4月进行投产。图源：网络无论是Optimus还是CyberCab，都在证明着特斯拉，正在向成为一家实体AI公司前进。为了实现这个目标，马斯克甚至准备自建芯片工厂，以此来防止特斯拉在业务转型中，在芯片领域被别人“卡脖子”。这种不惜代价的转型，到底是马斯克给市场“画的饼”，还是真的在为特斯拉买一个“史诗级未来”。特斯拉未来两大王牌是马斯克给市场“画饼”还是圆梦？在1月16号，特斯拉拿出20亿美元投资外部AI公司的时候，就有人对这笔投资提出了质疑，觉得其会影响特斯拉未来的长期发展。毕竟如今特斯拉的核心汽车业务已经步入失速的境地，另外一边公司主要用来研发和投资未来的营业费，也早已经激增到127.39亿美元。图源：特斯拉即使特斯拉在2025年还拥有441亿美元的相关现金储备，但是在核心业务失速，公司营业费居高不下的情况下，又拿出20亿美元投资外部的公司。从这个角度来看，特斯拉的这一笔投资，更像是一场不看短期代价充满不确定性的豪赌。不过从市场反应来看，马斯克的这场2026年豪赌，似乎赢面更大，毕竟在特斯拉主营业务失速，交出首次营收下滑财报的情况下，市场对于特斯拉仍然格外宽容。图源：QuantScraper在交出净利营收双下滑财报的情况下，特斯拉的股票依然是稳如泰山，甚至在马斯克电话会结束后，还创造了微涨。这主要得益于，马斯克给市场画下的一系列伟大远景。即使如今特斯拉的主要营收和利润仍然来自于造车卖车，即使如今这个核心业务正在失速，但是市场仍然相信了马斯克规划出来的远大布局，并且愿意暂时为其买单。这种现象，在美股巨头中，是非常少有的，就连华尔街的一些分析师都说，如今的特斯拉更像是一家可以创造高回报，但也能带来高风险的初创公司。图源：网络而这里面的高风险，就在于这些宏伟目标能不能准时实现。在过去，马斯克其实早已经许下了不少宏伟目标，不过这里面的不少目标，都没有按照计划实现。比如其在之前就曾经表示，要在2025年的时候，把完全自动驾驶出租车服务，覆盖美国一半的人口。图源：网络但这个目标很快就缩水成了8个到10个主要都市区，如今2025已过，这个目标即使在缩水后，也没有实现。而马斯克自己也坦言，无论是人形机器人还是无人驾驶出租，它们最初的生产都会很缓慢。这些都在不确定性，都在左右特斯拉的这场未来豪赌。写在最后从2026年开始，当马斯克宣布今年将成为特斯拉200亿美元的资本支出大年那一刻，特斯拉的转型或许就已经再也没有了回头路。当200亿美元的真金白银投下，以及在如今其核心汽车业务日益失速的现实的面前，特斯拉这一场不惜短期代价的史诗级转型，最后的结局或许是“不成功便成仁”。图源：特斯拉但是马克斯之前的无数次成功，也已经向市场证明了，他对于未来有着强大的掌控力。这场史诗级投资，何时能够落地变现，让我们拭目以待吧！- 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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>美国放宽对英伟达H200芯片出口中国的管制</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; 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href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=13259469099733890202&channelId=1017&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D13259469099733890202%2526channelId%253D1017%2526toc_style_id%253Dfeeds_default><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月13日，据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到中国的监管规定。此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取费用。</p>\n\n<a 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22:03","market":"us","language":"zh","title":"雷军：特斯拉并非不可战胜","url":"https://stock-news.laohu8.com/highlight/detail?id=2602853865","media":"市场资讯","summary":"1月10日，小米创始人、董事长兼CEO雷军在微博发文称：“特斯拉确实强，但并非不可战胜！”雷军表示，看了易车网销量排行榜，令他自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车。对于2026年的交付目标，雷军定为55万辆。此外，雷军还在直播中透露，小米SU7正式发布仅仅1年9个月时间，交付超过了36万辆车，月均超过1.7万辆。","content":"<html><body><article><p>炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p><p>（来源：证券时报）</p><p>雷军最新发声。</p><p>1月10日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>创始人、董事长兼CEO雷军在微博发文称：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>确实强，但并非不可战胜！”雷军表示，看了易车网销量排行榜，令他自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车。“<a href=\"https://laohu8.com/S/01810\">小米</a>YU7，上市仅6个月时间，销量和Model Y有差距。我相信，假以时日，YU7也能一较高下！ ”</p><p>此前，雷军在今年首场直播中表示，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车去年全年交付量超过41万辆，另据小米汽车公布的数据，去年12月，小米汽车交付量突破了5万辆。对于2026年的交付目标，雷军定为55万辆。</p><p>此外，雷军还在直播中透露，小米SU7正式发布仅仅1年9个月时间，交付超过了36万辆车，月均超过1.7万辆。</p><p>综合自：雷军微博</p><p>责编：万健祎</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军：特斯拉并非不可战胜</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雷军：特斯拉并非不可战胜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 22:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111000547a70b3d50&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：证券时报）雷军最新发声。1月10日，小米创始人、董事长兼CEO雷军在微博发文称：“特斯拉确实强，但并非不可战胜！”雷军表示，看了易车网销量排行榜，令他自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车。“小米YU7，上市仅6个月时间，销量和Model Y有差距。我相信，假以时日，YU7也能一较高下！ ”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111000547a70b3d50&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":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4608":"AI应用概念股","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4607":"DeepSeek概念股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) 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Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111000547a70b3d50&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2602853865","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：证券时报）雷军最新发声。1月10日，小米创始人、董事长兼CEO雷军在微博发文称：“特斯拉确实强，但并非不可战胜！”雷军表示，看了易车网销量排行榜，令他自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车。“小米YU7，上市仅6个月时间，销量和Model Y有差距。我相信，假以时日，YU7也能一较高下！ ”此前，雷军在今年首场直播中表示，小米汽车去年全年交付量超过41万辆，另据小米汽车公布的数据，去年12月，小米汽车交付量突破了5万辆。对于2026年的交付目标，雷军定为55万辆。此外，雷军还在直播中透露，小米SU7正式发布仅仅1年9个月时间，交付超过了36万辆车，月均超过1.7万辆。综合自：雷军微博责编：万健祎","news_type":1,"symbols_score_info":{"TSLA":1.91,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518806265999984,"gmtCreate":1767690962312,"gmtModify":1767690965585,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"吼吼","listText":"吼吼","text":"吼吼","images":[{"img":"https://static.tigerbbs.com/0b7fb7bb39eb466dc4fb31135f7fa228","width":"729","height":"1139"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518806265999984","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518384570221064,"gmtCreate":1767533853699,"gmtModify":1767576927760,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"垃圾新闻","listText":"垃圾新闻","text":"垃圾新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518384570221064","repostId":"2600304785","repostType":2,"repost":{"id":"2600304785","kind":"news","pubTimestamp":1767521589,"share":"https://www.laohu8.com/m/news/2600304785?lang=zh_CN&edition=full","pubTime":"2026-01-04 18:13","market":"us","language":"zh","title":"特斯拉网红餐厅彻底凉凉！Optimus机器人没了，客流暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2600304785","media":"雷科技","summary":"曾经绕着街区排几小时队的盛况彻底消失，连当初最吸睛的 Optimus 机器人都不见了踪影，明星主厨也悄悄跑路了。尤其是两台 Optimus 机器人现场送爆米花，成了打卡必拍项目，海外短视频平台上全是相关探店视频。后来更是因为特斯拉机器人手部设计有技术难题，整个 Optimus 项目都暂时停产了，餐厅里的机器人自然也就撤了。你们觉得特斯拉餐厅还有机会翻盘吗？","content":"<html><body><article><p>1 月 4 日消息，大家还记得去年夏天火遍全网的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>餐厅吗？开业还不到半年，居然就凉得差不多了。</p><p><strong>曾经绕着街区排几小时队的盛况彻底消失，连当初最吸睛的 Optimus 机器人都不见了踪影，明星主厨也悄悄跑路了。</strong></p><p>回顾当初盛况，去年 7 月，特斯拉在洛杉矶圣莫尼卡大道开了首家超级充电餐厅，那一会可真是真的热闹。</p><img src=\"https://img.leikeji.com/resource/img/0be741a449484441915dd290f1ffbab7.png\"/><p>图源：微博</p><p>复古未来主义的银色外观，搭配霓虹灯和巨型 8K LED 屏幕，里面既有 80 个 V4 超充桩，又有 250 多个用餐座位，甚至还有汽车影院功能。</p><p>开业当天，有人提前 13 小时就去排队，6 小时内餐饮加充电收入就飙到近 5 万美元，比旁边<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>全天流水还高不少。尤其是两台 Optimus 机器人现场送爆米花，成了打卡必拍项目，海外短视频平台上全是相关探店视频。</p><p><strong>可谁能想到，短短半年时间，这家被马斯克称为洛杉矶最酷打卡地的餐厅，就变成了拍苍蝇的空壳子。</strong></p><p>最近有记者实地探访，发现停车场使用率连五成的达不到，餐厅里顾客寥寥无几，擦桌子、搞卫生的员工数量居然比食客还多。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260104181339876d201pmhjo9e952r\"/><p>图源：微博</p><p>更扎心的是，当初的流量担当 Optimus 机器人早就没了踪影，明星主厨埃里克·格林斯潘也离职了，连他社交账号里关于特斯拉餐厅的内容都删得一干二净，闹得跟分手删合照似的。</p><p>曾经的招牌培根、和牛辣酱杯这些菜品要么下架，要么经常售罄，彻底没了当初的<a href=\"https://laohu8.com/S/301100\">风光</a>。长此以往，顾客的口碑很难不崩，去过的人几乎都在吐槽。</p><p><strong>菜品供应特别不稳定，想吃个汉堡、热狗，十回有八回都售罄，全看运气；好不容易等到餐，拿到手要么是凉的，面包还软塌塌的，完全没胃口。</strong></p><p>而且开业初期吹得天花乱坠的充电 + 观影 + 机器人送餐，实际体验差到不行，效率低得离谱，最后全变成了排队等充电、排队等吃饭，当初承诺的科技感压根没兑现。</p><img src=\"https://img.leikeji.com/resource/img/b6a2325fe7674dc2a2faa86be249b6e9.png\"/><p>图源：微博</p><p>在小雷看来，特斯拉餐厅的人流大幅缩减，根本不意外，而是从一开始就埋下了隐患。</p><p>首先小雷认为最致命的，就是把噱头当成了核心竞争力。马斯克想靠科技大佬跨界、机器人服务、复古赛博风这些标签吸引客流，但忘了餐饮行业的本质是好吃、实惠、服务到位。</p><p>结果呢？13.5 美元一个的汉堡（折合人民币 90 多块），8 美元一杯的奶昔，价格比普通快餐贵了一倍多，味道却被美食评论家吐槽毫无记忆点。<strong>大家图个新鲜排一次队可以，想让人家反复来消费，显然不现实。</strong></p><img src=\"https://img.leikeji.com/resource/img/9bd5913ac92f4621ba4d53e526cc5b77.png\"/><p>图源：微博</p><p>其次，Optimus 机器人从吸睛神器变成了弃子，其实还是因为技术噱头撑不起商业运营。当初这两台机器人负责递爆米花，看着很酷炫，实际却是个绣花枕头。</p><p>有海外博主称，餐厅里的金属柜台会让 5G 信号衰减，机器人经常连不上网；爆米花撒地上就会打滑，它自己还没法应对；每 5 分钟就得人工补料、擦地，原本想省人力，结果反而多雇了人。</p><p>后来更是因为特斯拉机器人手部设计有技术难题，整个 Optimus 项目都暂时停产了，餐厅里的机器人自然也就撤了。</p><p><strong>小雷觉得，实验室里的技术 demo，和真实商业场景里的稳定运营，完全是两码事。马斯克一开始还吹牛皮说要在全球开几十家分店，甚至上海都预留了地块，现在洛杉矶店都快撑不下去了，扩张计划自然也就没了下文。</strong></p><p>科技公司跨界做餐饮可以，但做餐饮的核心是好吃又便宜，做零售关键还得是划算，做服务行业得让顾客体验好、觉得舒服。</p><p><strong>靠噱头或许能火一时，但想长久运营，终究还是要靠硬实力。</strong></p><p>你们觉得特斯拉餐厅还有机会翻盘吗？有家人们去体验过吗？欢迎在评论区聊聊~</p><p>雷科技“2025年度灯塔产品榜”正式揭榜！收录47款科技创新大作，致敬值得被铭记、且将持续引领行业前进方向的标杆级产品。</p><img src=\"https://img.leikeji.com/resource/img/240f3ada4045457e85fbfcd12b42795a.png\"/><img src=\"https://img.leikeji.com/resource/img/f845bb2d87aa42ab82a42ea6dfc6dad8.png\"/><img src=\"https://img.leikeji.com/resource/img/75889b5078c54125ae3a29757106150e.png\"/><img src=\"https://img.leikeji.com/resource/img/69d8624b490f46569e6d815333effd74.png\"/></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>特斯拉网红餐厅彻底凉凉！Optimus机器人没了，客流暴跌</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特斯拉网红餐厅彻底凉凉！Optimus机器人没了，客流暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 18:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104181553a49a8b9f&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1 月 4 日消息，大家还记得去年夏天火遍全网的特斯拉餐厅吗？开业还不到半年，居然就凉得差不多了。曾经绕着街区排几小时队的盛况彻底消失，连当初最吸睛的 Optimus 机器人都不见了踪影，明星主厨也悄悄跑路了。回顾当初盛况，去年 7 月，特斯拉在洛杉矶圣莫尼卡大道开了首家超级充电餐厅，那一会可真是真的热闹。图源：微博复古未来主义的银色外观，搭配霓虹灯和巨型 8K LED 屏幕，里面既有 80 个 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104181553a49a8b9f&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":{"LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4604":"机器人概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104181553a49a8b9f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600304785","content_text":"1 月 4 日消息，大家还记得去年夏天火遍全网的特斯拉餐厅吗？开业还不到半年，居然就凉得差不多了。曾经绕着街区排几小时队的盛况彻底消失，连当初最吸睛的 Optimus 机器人都不见了踪影，明星主厨也悄悄跑路了。回顾当初盛况，去年 7 月，特斯拉在洛杉矶圣莫尼卡大道开了首家超级充电餐厅，那一会可真是真的热闹。图源：微博复古未来主义的银色外观，搭配霓虹灯和巨型 8K LED 屏幕，里面既有 80 个 V4 超充桩，又有 250 多个用餐座位，甚至还有汽车影院功能。开业当天，有人提前 13 小时就去排队，6 小时内餐饮加充电收入就飙到近 5 万美元，比旁边麦当劳全天流水还高不少。尤其是两台 Optimus 机器人现场送爆米花，成了打卡必拍项目，海外短视频平台上全是相关探店视频。可谁能想到，短短半年时间，这家被马斯克称为洛杉矶最酷打卡地的餐厅，就变成了拍苍蝇的空壳子。最近有记者实地探访，发现停车场使用率连五成的达不到，餐厅里顾客寥寥无几，擦桌子、搞卫生的员工数量居然比食客还多。图源：微博更扎心的是，当初的流量担当 Optimus 机器人早就没了踪影，明星主厨埃里克·格林斯潘也离职了，连他社交账号里关于特斯拉餐厅的内容都删得一干二净，闹得跟分手删合照似的。曾经的招牌培根、和牛辣酱杯这些菜品要么下架，要么经常售罄，彻底没了当初的风光。长此以往，顾客的口碑很难不崩，去过的人几乎都在吐槽。菜品供应特别不稳定，想吃个汉堡、热狗，十回有八回都售罄，全看运气；好不容易等到餐，拿到手要么是凉的，面包还软塌塌的，完全没胃口。而且开业初期吹得天花乱坠的充电 + 观影 + 机器人送餐，实际体验差到不行，效率低得离谱，最后全变成了排队等充电、排队等吃饭，当初承诺的科技感压根没兑现。图源：微博在小雷看来，特斯拉餐厅的人流大幅缩减，根本不意外，而是从一开始就埋下了隐患。首先小雷认为最致命的，就是把噱头当成了核心竞争力。马斯克想靠科技大佬跨界、机器人服务、复古赛博风这些标签吸引客流，但忘了餐饮行业的本质是好吃、实惠、服务到位。结果呢？13.5 美元一个的汉堡（折合人民币 90 多块），8 美元一杯的奶昔，价格比普通快餐贵了一倍多，味道却被美食评论家吐槽毫无记忆点。大家图个新鲜排一次队可以，想让人家反复来消费，显然不现实。图源：微博其次，Optimus 机器人从吸睛神器变成了弃子，其实还是因为技术噱头撑不起商业运营。当初这两台机器人负责递爆米花，看着很酷炫，实际却是个绣花枕头。有海外博主称，餐厅里的金属柜台会让 5G 信号衰减，机器人经常连不上网；爆米花撒地上就会打滑，它自己还没法应对；每 5 分钟就得人工补料、擦地，原本想省人力，结果反而多雇了人。后来更是因为特斯拉机器人手部设计有技术难题，整个 Optimus 项目都暂时停产了，餐厅里的机器人自然也就撤了。小雷觉得，实验室里的技术 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08:01","market":"us","language":"zh","title":"小米YU7市场表现分析：稳中有进但面临特斯拉Model Y的强势竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2594358252","media":"车联新生态","summary":"与此同时，随着年底购车旺季的到来，小米YU7的销量有望继续保持稳定增长，但能否重新夺回SUV销量冠军的位置，很大程度上取决于特斯拉Model Y的市场策略和供应情况。总体而言，小米YU7的市场表现可圈可点，稳定的销量证明了其产品竞争力。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7以25.35万起售价在中高端SUV市场稳居亚军，11月销量达33,729辆逼近产能极限。其智能座舱与<a href=\"https://laohu8.com/S/01810\">小米</a>生态链形成独特优势，但<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y的垄断性表现仍构成巨大挑战。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251226081630749v206qws2cos62nk\"/><p><a href=\"https://laohu8.com/S/81810\">小米</a>YU7作为小米汽车旗下的一款重要车型，自上市以来市场表现一直保持稳定。根据最新数据显示，11月小米YU7的销量达到33,729辆，较上月仅微增67辆，这一数字基本反映了当前工厂的产能上限。厂商指导价区间为25.35-32.99万元的定位使其在中高端SUV市场占据一席之地，但面对特斯拉Model Y的强势竞争，小米YU7在11月不得不将SUV销量冠军的位置拱手相让，屈居亚军。</p><p>从产品力来看，小米YU7凭借出色的性价比和智能化配置赢得了不少消费者的青睐。其搭载的智能座舱系统和先进的驾驶辅助功能在同价位车型中具备明显优势，尤其是对年轻消费群体具有较强的吸引力。小米生态链的协同效应也为YU7加分不少，用户可以通过车载系统无缝连接小米智能家居设备，这种生态优势是许多竞争对手难以复制的。</p><p>然而，特斯拉Model Y的逆天销量确实给小米YU7带来了巨大压力。特斯拉品牌在全球范围内的号召力、超充网络的建设以及持续的软件更新优势，使其在纯电SUV市场几乎形成了垄断地位。尽管小米YU7在本地化服务和价格方面更具优势，但要在短期内撼动特斯拉的市场地位仍面临不小挑战。</p><p>产能方面，小米汽车工厂目前似乎已经接近满负荷运转，33,729辆的月销量基本达到了交付能力的上限。如果小米希望进一步提升市场份额，扩大产能将成为必然选择。与此同时，随着年底购车旺季的到来，小米YU7的销量有望继续保持稳定增长，但能否重新夺回SUV销量冠军的位置，很大程度上取决于特斯拉Model Y的市场策略和供应情况。</p><p>总体而言，小米YU7的市场表现可圈可点，稳定的销量证明了其产品竞争力。但在激烈的市场竞争中，特别是面对特斯拉这样的强劲对手，小米汽车仍需在品牌建设、服务网络和产品创新方面持续发力，才能确保长期的市场竞争力。未来随着产能提升和新车型的推出，小米汽车有望在新能源汽车市场占据更重要的位置。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Y的垄断性表现仍构成巨大挑战。小米YU7作为小米汽车旗下的一款重要车型，自上市以来市场表现一直保持稳定。根据最新数据显示，11月小米YU7的销量达到33,729辆，较上月仅微增67辆，这一数字基本反映了当前工厂的产能上限。厂商指导价区间为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226081643a4793663&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":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4588":"碎股","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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09:51","market":"us","language":"zh","title":"身价升至6842亿美元！美国正在重估马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954066","media":"格隆汇","summary":"交通+能源+制造+数据+AI","content":"<html><body><p>随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价再度创出历史新高，以及SpaceX估值飙升，<span>马斯克身价猛增。</span></p><p>福布斯实时富豪榜最新数据显示，<b>马斯克的个人财富升至6842亿美元</b>，距7000亿美元仅差158亿美元。</p><p><img src=\"https://img3.gelonghui.com/0b853-2b71a742-06f6-4b0b-9f53-094b4c4cc41b.jpg?guru_height=825&amp;guru_width=1890&amp;guru_size=86401\"/></p><p>目前，马斯克比全球第二富豪、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元，比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。</p><p>马斯克拥有多家科技公司，<b>他在火箭公司SpaceX中拥有约42%的股权，在特斯拉拥有约12%的股权，在人工智能企业xAI则拥有高达53%的股权。</b></p><p>有业内人士称，美国正在重估马斯克。</p><p>在大众眼中，特斯拉是一家电动车公司，SpaceX是一家火箭公司，xAI是一家AI公司。</p><p><b>但站在更高的角度看，马斯克真正重构的是：交通+能源+制造+数据+AI，“下一代世界的底层硬件”。</b></p></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\" 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>身价升至6842亿美元！美国正在重估马斯克</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; 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\">\n身价升至6842亿美元！美国正在重估马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3383172><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着特斯拉股价再度创出历史新高，以及SpaceX估值飙升，马斯克身价猛增。福布斯实时富豪榜最新数据显示，马斯克的个人财富升至6842亿美元，距7000亿美元仅差158亿美元。目前，马斯克比全球第二富豪、谷歌联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元，比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。马斯克拥有多家科技公司，他在火箭公司SpaceX中...</p>\n\n<a href=\"https://www.gelonghui.com/p/3383172\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/75b76-f33f57c4-d597-4519-8368-00a72c2f33a4.jpg?guru_height=878&guru_width=1280&guru_size=124681","relate_stocks":{"BK4612":"AI芯片","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ACC"},"source_url":"https://www.gelonghui.com/p/3383172","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2592954066","content_text":"随着特斯拉股价再度创出历史新高，以及SpaceX估值飙升，马斯克身价猛增。福布斯实时富豪榜最新数据显示，马斯克的个人财富升至6842亿美元，距7000亿美元仅差158亿美元。目前，马斯克比全球第二富豪、谷歌联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元，比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。马斯克拥有多家科技公司，他在火箭公司SpaceX中拥有约42%的股权，在特斯拉拥有约12%的股权，在人工智能企业xAI则拥有高达53%的股权。有业内人士称，美国正在重估马斯克。在大众眼中，特斯拉是一家电动车公司，SpaceX是一家火箭公司，xAI是一家AI公司。但站在更高的角度看，马斯克真正重构的是：交通+能源+制造+数据+AI，“下一代世界的底层硬件”。","news_type":1,"symbols_score_info":{"TSLA":1.95,"UFO":0.6,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505680221868424,"gmtCreate":1764481495784,"gmtModify":1764481498468,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"有路径就是好事","listText":"有路径就是好事","text":"有路径就是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505680221868424","repostId":"2587076027","repostType":2,"repost":{"id":"2587076027","kind":"news","pubTimestamp":1764464971,"share":"https://www.laohu8.com/m/news/2587076027?lang=zh_CN&edition=full","pubTime":"2025-11-30 09:09","market":"us","language":"zh","title":"欧洲自动驾驶提速：西班牙正式开闸，Tesla FSD迎来落地窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2587076027","media":"FOMO小王","summary":"西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 Tesla FSD 这样原本受限于欧盟审批的高阶功能，也迎来了新的突破窗口，类似FSD 在欧洲“开花”的监管基础终于搭建起来了。","content":"<html><body><article><p>西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。西班牙交通总局DGT随后发布了《自动驾驶车辆道路测试授权框架》，明确了自动驾驶测试的适用范围、道路条件、责任划分与安全要求，为各类 L3/L4 自动驾驶功能在真实道路上合法落地提供了统一规则。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102243453v152qo8o4way88z\"/><p>有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> FSD 这样原本受限于欧盟审批的高阶功能，也迎来了新的突破窗口，类似FSD 在欧洲“开花”的监管基础终于搭建起来了。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/QfCv9DYswyNyDZWqpOYAYkb73KtqBkrkjAuHB95Z19Klw02Lb10nsxL1ic02yCNGSTUNlTU41uQ7ialuib2Y9EUoQ/640?wx_fmt=png&amp;from=appmsg\"/><p>小王也不懂西语，只能完全依靠NotebookLM来理解这个材料，有些中文显示有问题，但还是可以看懂。懂西语的朋友请指出不对的地方https://www.dgt.es/muevete-con-seguridad/vehiculos-seguros/conduccion-automatizada/marco-pruebas-vehiculos-automatizados/</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102313627v152fp84oqy5h0e\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102317075v152fvuu7ce8gw7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102320063v152dzft34se340\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102328201v152s3q5wudngyl\"/></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欧洲自动驾驶提速：西班牙正式开闸，Tesla FSD迎来落地窗口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-30 09:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130102330a4c2f5f6&s=b><strong>FOMO小王</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。西班牙交通总局DGT随后发布了《自动驾驶车辆道路测试授权框架》，明确了自动驾驶测试的适用范围、道路条件、责任划分与安全要求，为各类 L3/L4 自动驾驶功能在真实道路上合法落地提供了统一规则。有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 Tesla FSD 这样原本受限于欧盟审批的高阶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130102330a4c2f5f6&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":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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在欧洲“开花”的监管基础终于搭建起来了。小王也不懂西语，只能完全依靠NotebookLM来理解这个材料，有些中文显示有问题，但还是可以看懂。懂西语的朋友请指出不对的地方https://www.dgt.es/muevete-con-seguridad/vehiculos-seguros/conduccion-automatizada/marco-pruebas-vehiculos-automatizados/","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504737087213976,"gmtCreate":1764245376951,"gmtModify":1764248566707,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02579\">$中伟新材(02579)$ </a> 这个垃圾","listText":"<a href=\"https://laohu8.com/S/02579\">$中伟新材(02579)$ </a> 这个垃圾","text":"$中伟新材(02579)$ 这个垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504737087213976","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504032039161912,"gmtCreate":1764088822638,"gmtModify":1764088825095,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"老虎，你发这玩意啥意思","listText":"老虎，你发这玩意啥意思","text":"老虎，你发这玩意啥意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504032039161912","repostId":"2586477616","repostType":2,"repost":{"id":"2586477616","kind":"news","pubTimestamp":1764086568,"share":"https://www.laohu8.com/m/news/2586477616?lang=zh_CN&edition=full","pubTime":"2025-11-26 00:02","market":"us","language":"zh","title":"特斯拉在欧洲跌麻了！10月销量特斯拉腰斩 比亚迪翻2倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2586477616","media":"快科技","summary":"快科技11月26日消息，特斯拉在欧洲市场依旧没有扭转销量颓势，而中国电动车企比亚迪却在欧洲市场连续攻城略地，整体销量已远超特斯拉。与之比较，特斯拉在欧洲的新车注册量为6,964辆，同比下降48.5%，去年同期为13,519辆。作为对比，特斯拉前三季度交付121.8万台，已落后比亚迪近40万台，甚至超过特斯拉单季度的交付总量，比亚迪已提前锁定全球纯电车销冠。","content":"<html><body><article><p>快科技11月26日消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲市场依旧没有扭转销量颓势，<strong>而中国电动车企<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>却在欧洲市场连续攻城略地，整体销量已远超特斯拉。</strong></p><p>欧洲汽车制造商协会（ACEA）日前公布数据显示，今年10月份，<strong><a href=\"https://laohu8.com/S/002594\">比亚迪</a>在欧洲市场（涵盖欧盟27国及冰岛、列支敦士登、挪威、瑞士和英国，即“欧盟+EFTA+英国”地区）的</strong>新车注册量达17,470辆，同比增长206.8%，去年同期为5,695辆。</p><p>与之比较，特斯拉在欧洲的新车注册量为6,964辆，同比下降48.5%，去年同期为13,519辆。</p><p>累计销量方面，今年1至10月，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>累计在欧洲市场的新车注册总量达138,390辆，同比大幅增长285.0%，去年同期为35,949辆；</p><p>特斯拉同期注册量为180,688辆，同比下降29.6%，去年同期为256,495辆。</p><p>此外，随着比亚迪海外市场的热销，全球电动车销冠也从特斯拉易主到比亚迪身上。</p><p>数据显示，2025年前三季度，比亚迪新能源汽车（NEV）整体销量达326万台，电动车占比49.26%，销量近160.6万台。</p><p>作为对比，<strong>特斯拉前三季度交付121.8万台，已落后比亚迪近40万台，甚至超过特斯拉单季度的交付总量，比亚迪已提前锁定全球纯电车销冠。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126001255381d1523zddpifalof\"/></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>特斯拉在欧洲跌麻了！10月销量特斯拉腰斩 比亚迪翻2倍</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126001258a4b9d824&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":{"BK4592":"伊斯兰概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLL":"2倍做多TSLA ETF-Direxion","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH 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垃圾公司出品垃圾产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420042182586464","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414469534187616,"gmtCreate":1742226257985,"gmtModify":1742226362389,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"htmlText":"纯纯扯王八犊子，区区200股还出来瞎比比，跟风的是**，还没有我拿的多","listText":"纯纯扯王八犊子，区区200股还出来瞎比比，跟风的是**，还没有我拿的多","text":"纯纯扯王八犊子，区区200股还出来瞎比比，跟风的是**，还没有我拿的多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414469534187616","repostId":"2519737970","repostType":2,"repost":{"id":"2519737970","kind":"news","pubTimestamp":1742115660,"share":"https://www.laohu8.com/m/news/2519737970?lang=zh_CN&edition=full","pubTime":"2025-03-16 17:01","market":"sg","language":"zh","title":"马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2519737970","media":"华尔街见闻","summary":"媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。","content":"<html><body><div>\n<p cms-style=\"font-L\">政治立场引发的反噬效应正进一步蔓延。</p><p cms-style=\"font-L\">近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。</p><p cms-style=\"font-L\">媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。</p><p cms-style=\"font-L\">谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。</p><p cms-style=\"font-L\">Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：</p><blockquote><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”</font></p></blockquote><p cms-style=\"font-L strong-Bold\">政治立场与争议行为引市场担忧</p><p cms-style=\"font-L\">事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。</p><p cms-style=\"font-L\">分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。</p><p cms-style=\"font-L\">除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。</p><p cms-style=\"font-L\">与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。</p><p cms-style=\"font-L\">多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。</p><p cms-style=\"font-L\">截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。</p><div><img src=\"http://n.sinaimg.cn/spider20250316/297/w639h458/20250316/59cd-82f1754e144d12d84e91c05da27d819a.png\"/><span></span></div><p cms-style=\"font-L\">曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。</p><p cms-style=\"font-L\">风险提示及免责条款</p><p cms-style=\"font-L\">            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。          </p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份</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马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-16 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4588":"碎股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4574":"无人驾驶","BK4598":"佩洛西持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSYW.SI":"TESLA 3xLongSG261006","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4604":"机器人概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4612":"AI芯片","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2519737970","content_text":"政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，摩根大通将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。风险提示及免责条款            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