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老虎同学好

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老虎同学好

06-30

$小米集团-W(01810)$ 15见

老虎同学好

06-30

$深演智能(02723)$

老虎同学好

06-22

$小米集团-W(01810)$ 好样的！喷子们出来

老虎同学好

06-19

你的本质是一个骗子，艹

【艾美疫苗高开8.80%】港股艾美疫苗高开8.80%，消息面上，公司发布自愿公告，全面部署接入DeepSeek大模型，通过本地化策略，推动DeepSeek-R1版本在集团全业务场景应用，实现疫苗全生命周期的“降本、提质、增效”。

老虎同学好

06-19

$迈威尔科技(MRVL)$

老虎同学好

06-13

$一亩田(YMT)$ 这是给人洗钱用的

老虎同学好

06-12

$一亩田(YMT)$这他妈是骗子的平台吗

老虎同学好

06-12

$SpaceX(SPCX)$ 怎么还没有交易

老虎同学好

06-03

垃圾米

小米集团-W：6月3日回购350万股，耗资约1.00亿港元

老虎同学好

06-03

我此时在境外，是不是以后在境外就不影响交易呢?

老虎同学好

05-07

$特斯拉(TSLA)$ 垃圾

老虎同学好

05-06

啥叫锁单?静他妈整虚假的！我亲眼看见一辆YU7反复关后备箱5次关不上，第六次才关上，中国就那么多傻子让你骗?另外，我3年前买的小米高压电饭锅昨天彻底拉了。**拉，垃圾

小米汽车：新一代SU7上市仅48天，锁单已超过80000台

老虎同学好

05-05

$特斯拉(TSLA)$ 不争气啊，拿你二年了

老虎同学好

04-16

交出你手中的筹码就可了

老虎同学好

02-20

😄👿🐂🍺

老虎同学好

02-16

$WTI原油2603(CL2603)$ 马上就开干了

老虎同学好

02-11

小米真恶心

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？

老虎同学好

02-11

$WTI原油2603(CL2603)$ 打起来

老虎同学好

02-11

$小米集团-W(01810)$ 减持远未结束，15见

老虎同学好

01-30

嗯？

去老虎APP查看更多动态

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09:22","market":"sh","language":"zh","title":"【艾美疫苗高开8.80%】港股艾美疫苗高开8.80%，消息面上，公司发布自愿公告，全面部署接入DeepSeek大模型，通过本地化策略，推动DeepSeek-R1版本在集团全业务场景应用，实现疫苗全生命周期的“降本、提质、增效”。","url":"https://stock-news.laohu8.com/highlight/detail?id=2513961767","media":"金融界","summary":"港股艾美疫苗高开8.80%，消息面上，公司发布自愿公告，全面部署接入DeepSeek大模型，通过本地化策略，推动DeepSeek-R1版本在集团全业务场景应用，实现疫苗全生命周期的“降本、提质、增效”。","content":"<html><body><div>港股<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>高开8.80%，消息面上，公司发布自愿公告，全面部署接入DeepSeek大模型，通过本地化策略，推动DeepSeek-R1版本在集团全业务场景应用，实现疫苗全生命周期的“降本、提质、增效”。</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://24h.jrj.com.cn/2025/02/24092248334277.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":{"159646":"疫苗","YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数","06660":"艾美疫苗","HSTECH":"恒生科技指数"},"source_url":"https://24h.jrj.com.cn/2025/02/24092248334277.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513961767","content_text":"港股艾美疫苗高开8.80%，消息面上，公司发布自愿公告，全面部署接入DeepSeek大模型，通过本地化策略，推动DeepSeek-R1版本在集团全业务场景应用，实现疫苗全生命周期的“降本、提质、增效”。","news_type":1,"symbols_score_info":{"159646":1,"HSTECH":1,"06660":1,"YANG":1,"HSCEI":1}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576688213375624,"gmtCreate":1781816579372,"gmtModify":1781820115597,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"<a 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怎么还没有交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574501434075432","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571258037549128,"gmtCreate":1780491483486,"gmtModify":1780492178896,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"垃圾米","listText":"垃圾米","text":"垃圾米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571258037549128","repostId":"1181287105","repostType":2,"repost":{"id":"1181287105","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1780486577,"share":"https://www.laohu8.com/m/news/1181287105?lang=zh_CN&edition=full","pubTime":"2026-06-03 19:36","market":"hk","language":"zh","title":"小米集团-W：6月3日回购350万股，耗资约1.00亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1181287105","media":"公告速递","summary":"小米集团-W于2026年6月3日发布翌日报表，宣布当日进行股份回购和新股发行。公告显示，公司在香港联交所场内回购B类普通股共3,500,000股，约占现有已发行股本的0.014%。回购价介乎每股港币28.60元至28.70元，合计耗资约港币100,275,500元。本次新股发行完成后，公司B类普通股增至21,386,003,484股，库存股份数为0股。根据公告，小米集团-W获得的本次购回授权于2026年6月2日获得股东大会通过，可回购股份总数为2,583,952,309股。","content":"<p>小米集团-W（股票代码：01810）于2026年6月3日发布翌日报表，宣布当日进行股份回购和新股发行。公告显示，公司在香港联交所场内回购B类普通股共3,500,000股，约占现有已发行股本的0.014%。回购价介乎每股港币28.60元至28.70元，合计耗资约港币100,275,500元（约1.00亿元）。</p>\n<p>公司同日向股份计划参与人（不包括董事）发行59,200股B类普通股，发行价为每股港币2.38元，约占公司原已发行股本（不包括库存股份）的0.0002%。本次新股发行完成后，公司B类普通股增至21,386,003,484股，库存股份数为0股。</p>\n<p>根据公告，小米集团-W获得的本次购回授权于2026年6月2日获得股东大会通过，可回购股份总数为2,583,952,309股。公司确认已严格遵守香港联交所证券上市规则及相关法律法规的规定和程序。公告由首席财务官林世伟签署。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-06-03 19:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团-W（股票代码：01810）于2026年6月3日发布翌日报表，宣布当日进行股份回购和新股发行。公告显示，公司在香港联交所场内回购B类普通股共3,500,000股，约占现有已发行股本的0.014%。回购价介乎每股港币28.60元至28.70元，合计耗资约港币100,275,500元（约1.00亿元）。</p>\n<p>公司同日向股份计划参与人（不包括董事）发行59,200股B类普通股，发行价为每股港币2.38元，约占公司原已发行股本（不包括库存股份）的0.0002%。本次新股发行完成后，公司B类普通股增至21,386,003,484股，库存股份数为0股。</p>\n<p>根据公告，小米集团-W获得的本次购回授权于2026年6月2日获得股东大会通过，可回购股份总数为2,583,952,309股。公司确认已严格遵守香港联交所证券上市规则及相关法律法规的规定和程序。公告由首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181287105","content_text":"小米集团-W（股票代码：01810）于2026年6月3日发布翌日报表，宣布当日进行股份回购和新股发行。公告显示，公司在香港联交所场内回购B类普通股共3,500,000股，约占现有已发行股本的0.014%。回购价介乎每股港币28.60元至28.70元，合计耗资约港币100,275,500元（约1.00亿元）。\n公司同日向股份计划参与人（不包括董事）发行59,200股B类普通股，发行价为每股港币2.38元，约占公司原已发行股本（不包括库存股份）的0.0002%。本次新股发行完成后，公司B类普通股增至21,386,003,484股，库存股份数为0股。\n根据公告，小米集团-W获得的本次购回授权于2026年6月2日获得股东大会通过，可回购股份总数为2,583,952,309股。公司确认已严格遵守香港联交所证券上市规则及相关法律法规的规定和程序。公告由首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571002523853136,"gmtCreate":1780429094604,"gmtModify":1780435699862,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"我此时在境外，是不是以后在境外就不影响交易呢?","listText":"我此时在境外，是不是以后在境外就不影响交易呢?","text":"我此时在境外，是不是以后在境外就不影响交易呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571002523853136","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561366917031696,"gmtCreate":1778084239597,"gmtModify":1778084937969,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"<a 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09:20","market":"hk","language":"zh","title":"小米汽车：新一代SU7上市仅48天，锁单已超过80000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1154235266","media":"老虎资讯综合","summary":"锁单已超过80000台。","content":"<html><head></head><body><p>小米汽车：新一代SU7上市仅48天，锁单已超过80000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5da6db0388d5f0b21a668ceadaa90eb8\" tg-width=\"1174\" tg-height=\"594\"/></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>小米汽车：新一代SU7上市仅48天，锁单已超过80000台</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不争气啊，拿你二年了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不争气啊，拿你二年了","text":"$特斯拉(TSLA)$ 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马上就开干了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533254355514456","isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531677479776856,"gmtCreate":1770825030821,"gmtModify":1770826514698,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"小米真恶心","listText":"小米真恶心","text":"小米真恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531677479776856","repostId":"2610241937","repostType":2,"repost":{"id":"2610241937","kind":"news","pubTimestamp":1770811400,"share":"https://www.laohu8.com/m/news/2610241937?lang=zh_CN&edition=full","pubTime":"2026-02-11 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{ 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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":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLI":"2倍做多TSLA ETF-ProShares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4588":"碎股","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSLP":"TSLA收益溢价策略ETF-Kurv","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4099":"汽车制造商","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLQ":"2倍做空TSLA 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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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17:01","market":"hk","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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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":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSYW.SI":"TESLA 3xLongSG261006","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823414478.USD":"法巴经典能源转换基金","BK4612":"AI芯片","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4588":"碎股","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"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            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。          \n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}