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饭没了秀

饭没了秀

患得患失太在意从前，又太担心将来，昨天是段历史，明天是个谜团，而今天是天赐的礼物，像珍惜礼物那样珍惜今天！

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06:02

$特斯拉(TSLA)$ 昨天是空爽了[财迷] [财迷] [财迷]

05-12 22:59

$特斯拉(TSLA)$ 除了🈳别无选择

05-12 22:49

$特斯拉(TSLA)$ 空下去

05-12 16:32

这时候就要开始空起来了

Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元

05-12 16:29

$特斯拉(TSLA)$ 现在空开盘插下去再平[财迷]

05-11 22:28

$特斯拉(TSLA)$ 加油空下去了呀

05-11 21:58

$特斯拉(TSLA)$ 可以空起来了呀

05-11 21:40

$特斯拉(TSLA)$ 空起来[财迷]

05-08

$特斯拉(TSLA)$ 一路高歌猛进

05-08

$特斯拉(TSLA)$ 今天爆上[财迷] [财迷] [财迷]

05-08

$特斯拉(TSLA)$ 起来了啊

05-07

$特斯拉(TSLA)$ 直接梭哈

05-07

$特斯拉(TSLA)$ 收盘401.5

05-06

$特斯拉(TSLA)$ 起飞一下下吧

05-06

$特斯拉(TSLA)$ 又套一批在树上[开心]

05-04

$特斯拉(TSLA)$ 上去呀[喷血]

05-04

$特斯拉(TSLA)$ all in 的时候就死给你看[捂脸]

05-01

$特斯拉(TSLA)$ 再上一波不空了[喷血]

05-01

$特斯拉(TSLA)$ 牛啊

05-01

$特斯拉(TSLA)$ 391哈拉少

去老虎APP查看更多动态

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空下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563457915832408","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563425658513216,"gmtCreate":1778574742122,"gmtModify":1778574744569,"author":{"id":"4202113387005312","authorId":"4202113387005312","name":"饭没了秀","avatar":"https://static.tigerbbs.com/e321a4387600e6e6dfa88d825af5500d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202113387005312","authorIdStr":"4202113387005312"},"themes":[],"title":"","htmlText":"这时候就要开始空起来了","listText":"这时候就要开始空起来了","text":"这时候就要开始空起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563425658513216","repostId":"2634257727","repostType":2,"repost":{"id":"2634257727","kind":"news","pubTimestamp":1778552530,"share":"https://www.laohu8.com/m/news/2634257727?lang=zh_CN&edition=full","pubTime":"2026-05-12 10:22","market":"us","language":"zh","title":"Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634257727","media":"智通财经","summary":"尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。","content":"<html><head></head><body><p>5月12日，如果<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>每股400美元的股价已经涵盖了其电动汽车和能源业务的全部价值，那么Optimus、无人驾驶出租车和人工智能就相当于投资者可以免费获得的上涨空间——这正是Piper Sandler分析师Alexander Potter的最新观点。尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。</p><p>根据Piper Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——涵盖了从电动汽车制造、能源存储解决方案、超级充电网络到FSD自动驾驶软件及汽车保险等——已经足以支撑每股400美元的估值基准。这意味着该机构目标价中剩余的价值主要反映了Optimus、无人驾驶出租车和人工智能相关服务的潜在上涨空间。</p><p>这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。分析师Potter认为，随着特斯拉在机器人领域的技术突破，Optimus以及与之配套的“推理即服务(Inference-as-a-Service)”业务，其长远价值最终可能超越特斯拉目前所有核心业务的总和，但他同时也警告称，短期内执行风险仍然很高。</p><p>截至发稿，该股周一收涨3.89%，报445美元，一周内累计涨幅已超13%，因为投资者对人工智能和自动驾驶的乐观情绪持续高涨。</p><p>与此同时，特斯拉在宏观战略和技术落地方面的最新进展也为这一乐观预期提供了支撑。在自动驾驶领域，特斯拉正依托其庞大的全球车队积累海量真实行驶数据，其FSD系统的迭代速度正呈现指数级增长。特别是随着埃隆·马斯克近期频繁的国际访问，外界普遍预期FSD系统有望在中国这一战略市场取得监管审批的重要突破。</p><p>而在硬件层面，特斯拉已明确其生产时间表，计划在2026年底前实现Optimus机器人在自有工厂内的初步部署，执行零件搬运等实际生产任务，这标志着人形机器人正式进入从实验室走向工业应用的转折点。</p><p>尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。分析师强调，特斯拉凭借其雄厚的资本实力，能够在不显著稀释现有股东权益的前提下筹集巨额资金，用于冲刺AI算力和机器人量产。</p><p>此外，根据Seeking Alpha最新分析师报告，特斯拉目前在全球道路上行驶的具备FSD功能的车辆已接近400万辆，每日总行驶里程达3000万至4000万英里。每一英里的行驶里程都能积累更多真实驾驶数据，帮助公司更快地改进其人工智能系统。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1440533.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，如果特斯拉每股400美元的股价已经涵盖了其电动汽车和能源业务的全部价值，那么Optimus、无人驾驶出租车和人工智能就相当于投资者可以免费获得的上涨空间——这正是Piper Sandler分析师Alexander Potter的最新观点。尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。根据Piper Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1440533.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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➕🈳……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/521065397781960","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4152938971255832","authorId":"4152938971255832","name":"国际狐狸","avatar":"https://static.tigerbbs.com/4da5211f0539ecc3c547ff92cf3e44c6","crmLevel":7,"crmLevelSwitch":1,"idStr":"4152938971255832","authorIdStr":"4152938971255832"},"content":"纯粹跟钱过不去，空它？","text":"纯粹跟钱过不去，空它？","html":"纯粹跟钱过不去，空它？"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511464024854624,"gmtCreate":1765896103468,"gmtModify":1765896105590,"author":{"id":"4202113387005312","authorId":"4202113387005312","name":"饭没了秀","avatar":"https://static.tigerbbs.com/e321a4387600e6e6dfa88d825af5500d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202113387005312","authorIdStr":"4202113387005312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 回一下480我想解套[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 回一下480我想解套[流泪]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 回一下480我想解套[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/511464024854624","isVote":1,"tweetType":1,"viewCount":3334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4224832850052952","authorId":"4224832850052952","name":"Cf304","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4224832850052952","authorIdStr":"4224832850052952"},"content":"解套了 还上车不","text":"解套了 还上车不","html":"解套了 还上车不"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432232940114144,"gmtCreate":1746537981271,"gmtModify":1746538022926,"author":{"id":"4202113387005312","authorId":"4202113387005312","name":"饭没了秀","avatar":"https://static.tigerbbs.com/e321a4387600e6e6dfa88d825af5500d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202113387005312","authorIdStr":"4202113387005312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 说好的300呢操蛋了啊[愤怒]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 说好的300呢操蛋了啊[愤怒]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 说好的300呢操蛋了啊[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/432232940114144","isVote":1,"tweetType":1,"viewCount":4889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563425658513216,"gmtCreate":1778574742122,"gmtModify":1778574744569,"author":{"id":"4202113387005312","authorId":"4202113387005312","name":"饭没了秀","avatar":"https://static.tigerbbs.com/e321a4387600e6e6dfa88d825af5500d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202113387005312","authorIdStr":"4202113387005312"},"themes":[],"title":"","htmlText":"这时候就要开始空起来了","listText":"这时候就要开始空起来了","text":"这时候就要开始空起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563425658513216","repostId":"2634257727","repostType":2,"repost":{"id":"2634257727","kind":"news","pubTimestamp":1778552530,"share":"https://www.laohu8.com/m/news/2634257727?lang=zh_CN&edition=full","pubTime":"2026-05-12 10:22","market":"us","language":"zh","title":"Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634257727","media":"智通财经","summary":"尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。","content":"<html><head></head><body><p>5月12日，如果<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>每股400美元的股价已经涵盖了其电动汽车和能源业务的全部价值，那么Optimus、无人驾驶出租车和人工智能就相当于投资者可以免费获得的上涨空间——这正是Piper Sandler分析师Alexander Potter的最新观点。尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。</p><p>根据Piper Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——涵盖了从电动汽车制造、能源存储解决方案、超级充电网络到FSD自动驾驶软件及汽车保险等——已经足以支撑每股400美元的估值基准。这意味着该机构目标价中剩余的价值主要反映了Optimus、无人驾驶出租车和人工智能相关服务的潜在上涨空间。</p><p>这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。分析师Potter认为，随着特斯拉在机器人领域的技术突破，Optimus以及与之配套的“推理即服务(Inference-as-a-Service)”业务，其长远价值最终可能超越特斯拉目前所有核心业务的总和，但他同时也警告称，短期内执行风险仍然很高。</p><p>截至发稿，该股周一收涨3.89%，报445美元，一周内累计涨幅已超13%，因为投资者对人工智能和自动驾驶的乐观情绪持续高涨。</p><p>与此同时，特斯拉在宏观战略和技术落地方面的最新进展也为这一乐观预期提供了支撑。在自动驾驶领域，特斯拉正依托其庞大的全球车队积累海量真实行驶数据，其FSD系统的迭代速度正呈现指数级增长。特别是随着埃隆·马斯克近期频繁的国际访问，外界普遍预期FSD系统有望在中国这一战略市场取得监管审批的重要突破。</p><p>而在硬件层面，特斯拉已明确其生产时间表，计划在2026年底前实现Optimus机器人在自有工厂内的初步部署，执行零件搬运等实际生产任务，这标志着人形机器人正式进入从实验室走向工业应用的转折点。</p><p>尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。分析师强调，特斯拉凭借其雄厚的资本实力，能够在不显著稀释现有股东权益的前提下筹集巨额资金，用于冲刺AI算力和机器人量产。</p><p>此外，根据Seeking Alpha最新分析师报告，特斯拉目前在全球道路上行驶的具备FSD功能的车辆已接近400万辆，每日总行驶里程达3000万至4000万英里。每一英里的行驶里程都能积累更多真实驾驶数据，帮助公司更快地改进其人工智能系统。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1440533.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，如果特斯拉每股400美元的股价已经涵盖了其电动汽车和能源业务的全部价值，那么Optimus、无人驾驶出租车和人工智能就相当于投资者可以免费获得的上涨空间——这正是Piper Sandler分析师Alexander Potter的最新观点。尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。根据Piper Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1440533.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——涵盖了从电动汽车制造、能源存储解决方案、超级充电网络到FSD自动驾驶软件及汽车保险等——已经足以支撑每股400美元的估值基准。这意味着该机构目标价中剩余的价值主要反映了Optimus、无人驾驶出租车和人工智能相关服务的潜在上涨空间。这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。分析师Potter认为，随着特斯拉在机器人领域的技术突破，Optimus以及与之配套的“推理即服务(Inference-as-a-Service)”业务，其长远价值最终可能超越特斯拉目前所有核心业务的总和，但他同时也警告称，短期内执行风险仍然很高。截至发稿，该股周一收涨3.89%，报445美元，一周内累计涨幅已超13%，因为投资者对人工智能和自动驾驶的乐观情绪持续高涨。与此同时，特斯拉在宏观战略和技术落地方面的最新进展也为这一乐观预期提供了支撑。在自动驾驶领域，特斯拉正依托其庞大的全球车队积累海量真实行驶数据，其FSD系统的迭代速度正呈现指数级增长。特别是随着埃隆·马斯克近期频繁的国际访问，外界普遍预期FSD系统有望在中国这一战略市场取得监管审批的重要突破。而在硬件层面，特斯拉已明确其生产时间表，计划在2026年底前实现Optimus机器人在自有工厂内的初步部署，执行零件搬运等实际生产任务，这标志着人形机器人正式进入从实验室走向工业应用的转折点。尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。分析师强调，特斯拉凭借其雄厚的资本实力，能够在不显著稀释现有股东权益的前提下筹集巨额资金，用于冲刺AI算力和机器人量产。此外，根据Seeking 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