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还温柔的猫儿

还温柔的猫儿

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还温柔的猫儿

2024-06-26

$英伟达(NVDA)$ 周三冲击140美元

还温柔的猫儿

2023-11-04

$苹果(AAPL)$ 谁给我一个解释，今天算咋回事呢？

还温柔的猫儿

2016-07-26

$Advanced Micro Devices Inc.(AMD)$今天晚上能涨到7块不

还温柔的猫儿

2023-11-10

$特斯拉(TSLA)$ 昨天是做空盈利离场，反手我就要做多！就是因为他跌了很多，所以看涨！

还温柔的猫儿

2023-10-03

$特斯拉(TSLA)$ 每一次特斯拉下跌的时候，我都坚定的买call。

还温柔的猫儿

2023-11-02

$特斯拉(TSLA)$ 真是大起大落玩心跳，我先落袋部分吧。

还温柔的猫儿

2018-12-03

$京东(JD)$ 我也要台历呀，丧心病狂的求赞！

还温柔的猫儿

2023-10-17

$特斯拉(TSLA)$ 我已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但你要是问我未来三年tesla会怎么变化，我坚定看涨，马斯克做了太多伟大的事儿了

还温柔的猫儿

2016-11-23

开始入仓

$三倍做多黄金矿业指数ETF-Direxion(NUGT)$入仓7.35

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left;\"><strong>高盛预估美团、阿里巴巴、京东在9月季度调整后EBIT（息税前利润）将分别下降270亿元、310亿元和130亿元人民币，其中美团预计出现集团亏损，阿里巴巴和京东集团EBIT同比降幅分别达53%和97%。</strong></p><p style=\"text-align: left;\">研报称，<strong>AI技术应用的快速发展成为本次会议另一焦点</strong>。腾讯凭借AI赋能广告和游戏业务实现收入增长提升，阿里云二季度资本支出环比增长57%，<strong>采用多芯片策略缓解了投资者对海外芯片供应不确定性的担忧</strong>。</p><p style=\"text-align: left;\">高盛将云计算及数据中心子板块偏好从第5位上调至第3位，维持对游戏和出行服务板块的偏好不变，继续将其列为首选的防御性投资标的，同时<strong>建议投资者采用&#34;双管齐下&#34;的选股策略，即防御性的游戏和出行股票配合进攻性的AI受益股</strong>。</p><h2 id=\"id_606662591\" style=\"text-align: left;\">外卖大战重塑市场格局</h2><p style=\"text-align: left;\">外卖及即时零售市场的激烈竞争正在重新定义中国本地生活服务行业版图。根据高盛分析，基于阿里巴巴扩大的骑手规模，<strong>预计美团、阿里巴巴、京东在外卖及即时零售领域的长期市场份额将最终稳定在5:4:1的格局</strong>。</p><p style=\"text-align: left;\">高盛将即时零售市场规模预期<strong>从此前的1.5万亿元上调至2030年的2.2万亿元</strong>，年复合增长率达25%，远超整体电商7%的增速。</p><p style=\"text-align: left;\"><strong>高盛分析师认为，这一上调主要基于电商平台在即时购物补贴方面的大力投入正在根本性地改变消费者心态，降低了对在线购物等待时间的容忍度，以及供应链端的显著改善。</strong></p><p style=\"text-align: left;\">高盛估计美团的即购即达业务今年将增长31%，通过品类扩张进一步提升按需购物渗透率，截至6月底拥有5万个即购即达前置仓。阿里巴巴也将其闪电仓网络扩展至5万家。</p><blockquote><p style=\"text-align: left;\"><strong>对于阿里巴巴</strong>，高盛预计随着其专注于更高质量用户和骑手效率提升，在<strong>截至12月的季度中，每笔订单的亏损将有所收窄</strong>。公司有望在用户获取和留存的销售及营销支出方面实现削减，特别是在二季度和四季度购物节期间。</p><p style=\"text-align: left;\"><strong>京东方面</strong>，尽管预计将继续致力于外卖业务作为新的流量获取来源，但高盛预期公司将在2025年四季度至2026年上半年加快单位经济效益改善，通过潜在的销售及营销效率提升以及与京东物流综合物流网络的骑手协同效应实现。</p></blockquote><h2 id=\"id_3737160440\" style=\"text-align: left;\">AI基础设施投资提速</h2><p style=\"text-align: left;\">高盛指出，中国云计算服务商在二季度普遍实现收入增长加速，这<strong>主要得益于3-6个月前AI资本支出的提升</strong>，特别是在2024年四季度的投资高峰期。</p><p style=\"text-align: left;\">阿里云表现最为亮眼，<strong>云计算收入同比增长从一季度的18%加速至26%，其中AI收入连续第八个季度实现三位数增长，占外部云收入贡献达到20%</strong>。</p><p style=\"text-align: left;\">高盛认为，这一增长主要由各行业不断增长的训练和推理需求驱动。</p><p style=\"text-align: left;\">腾讯云继续优先为内部游戏和广告业务提供AI计算能力，同时在国际市场实现显著收入增长，新增GoTo等客户。</p><p style=\"text-align: left;\">百度云凭借全栈能力和稳固的AI软件经常性收入流实现差异化竞争，云收入同比增长27%。</p><p style=\"text-align: left;\">金山云展现出强劲的AI相关收入增长，主要受益于AI训练需求强劲以及来自小米和金山生态系统的需求，包括小米在大语言模型开发和辅助驾驶方面的训练需求，以及WPS copilot等应用。</p><p style=\"text-align: left;\">高盛认为，<strong>随着多芯片策略在云计算服务商中的应用，应该能够缓解早期投资者对海外芯片供应不确定性的担忧。预计未来3-6个月将有更多模型发布和AI助手推出，这将维持投资者对AI主题的兴趣。</strong></p><h2 id=\"id_1840930606\" style=\"text-align: left;\">数据中心板块迎来机遇</h2><p style=\"text-align: left;\">研报称，尽管<strong>二季度中国数据中心在AI需求方面相对平静，主要由于预期中的供应瓶颈，但GDS万国数据和VNET世纪互联两家买入评级公司的收入和EBITDA表现超出预期</strong>。</p><p style=\"text-align: left;\">GDS中国业务的管理层态度开始从此前专注去杠杆转向增长导向，即更积极的资本支出以缩短交付周期。公司在资产货币化方面取得成功，通过c-REITs和ABS发行等新融资渠道实现资本循环和资产负债表改善。</p><p style=\"text-align: left;\">VNET世纪互联管理层认为需求复苏的可见度很高，对三季度订单量超过二季度水平并有望接近一季度水平充满信心。公司重申了未来十年将资产管理容量增长至10GW的长期目标。</p><p style=\"text-align: left;\"><strong>随着英伟达正在与美国政府合作获得在华销售基于Blackwell产品的批准，高盛预计如果此类芯片变体获得中美两国批准，2025年底或2026年初新订单量可能增加。</strong></p><h2 id=\"id_3250319588\" style=\"text-align: left;\">高盛建议：防御与进攻并重</h2><p style=\"text-align: left;\">高盛调整了中国互联网子板块子行业偏好排序，<strong>游戏和出行服务继续位列前两位，而云计算和数据中心从第5位大幅提升至第3位</strong>。这一调整反映了AI需求激增和阿里巴巴云增长前景的改善。</p><p style=\"text-align: left;\">面对复杂的市场环境，高盛维持双重投资策略：<strong>防御性的游戏（腾讯、网易）和出行（滴滴、满帮集团），以及进攻性的云计算/数据中心（阿里巴巴、万国数据、世纪互联）和电商（拼多多）。</strong></p><p style=\"text-align: left;\">在估值方面，中国互联网板块目前以16倍的12个月远期市盈率交易，相比美国互联网板块的23倍仍有明显折价。高盛认为，<strong>随着AI应用的持续渗透和云计算需求的复苏，估值修复空间值得期待。</strong></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>互联网大厂“齐聚”高盛大会，焦点是“外卖大战”和“AI机遇”</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互联网大厂“齐聚”高盛大会，焦点是“外卖大战”和“AI机遇”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755205><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛预计，互联网巨头“外卖大战”将重创三季度利润，预计美团、阿里、京东调整后EBIT将大幅下降，长期市场份额为5:4:1格局，即时零售市场规模上调至2.2万亿元。二季度阿里云收入增长26%，腾讯云国际市场收入显著增长，随着多芯片策略在云计算服务商中的应用，预计未来3-6个月将有更多模型发布和AI助手推出，带来新的投资机遇。数据中心板块也将受益AI需求增长。中国互联网巨头\"齐聚\"高盛亚洲领导者大会，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755205\">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/ce73f5385a35f0a601bb140fb6ff7bc4","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","09988":"阿里巴巴-W","09618":"京东集团-SW","MPNGY":"美团ADR","03690":"美团-W"},"source_url":"https://wallstreetcn.com/articles/3755205","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566652646","content_text":"高盛预计，互联网巨头“外卖大战”将重创三季度利润，预计美团、阿里、京东调整后EBIT将大幅下降，长期市场份额为5:4:1格局，即时零售市场规模上调至2.2万亿元。二季度阿里云收入增长26%，腾讯云国际市场收入显著增长，随着多芯片策略在云计算服务商中的应用，预计未来3-6个月将有更多模型发布和AI助手推出，带来新的投资机遇。数据中心板块也将受益AI需求增长。中国互联网巨头\"齐聚\"高盛亚洲领导者大会，会议的焦点则是围绕\"外卖大战\"和AI机遇展开激烈讨论。高盛称，外卖及即时零售竞争正重塑行业格局，同时AI基础设施投资加速为云计算业务带来新增长动力。9月8日，高盛在最新研究报告中表示，美团、阿里巴巴、京东三大平台在外卖及即时零售领域的激烈竞争预计将在三季度对各公司利润造成显著冲击。高盛预估美团、阿里巴巴、京东在9月季度调整后EBIT（息税前利润）将分别下降270亿元、310亿元和130亿元人民币，其中美团预计出现集团亏损，阿里巴巴和京东集团EBIT同比降幅分别达53%和97%。研报称，AI技术应用的快速发展成为本次会议另一焦点。腾讯凭借AI赋能广告和游戏业务实现收入增长提升，阿里云二季度资本支出环比增长57%，采用多芯片策略缓解了投资者对海外芯片供应不确定性的担忧。高盛将云计算及数据中心子板块偏好从第5位上调至第3位，维持对游戏和出行服务板块的偏好不变，继续将其列为首选的防御性投资标的，同时建议投资者采用\"双管齐下\"的选股策略，即防御性的游戏和出行股票配合进攻性的AI受益股。外卖大战重塑市场格局外卖及即时零售市场的激烈竞争正在重新定义中国本地生活服务行业版图。根据高盛分析，基于阿里巴巴扩大的骑手规模，预计美团、阿里巴巴、京东在外卖及即时零售领域的长期市场份额将最终稳定在5:4:1的格局。高盛将即时零售市场规模预期从此前的1.5万亿元上调至2030年的2.2万亿元，年复合增长率达25%，远超整体电商7%的增速。高盛分析师认为，这一上调主要基于电商平台在即时购物补贴方面的大力投入正在根本性地改变消费者心态，降低了对在线购物等待时间的容忍度，以及供应链端的显著改善。高盛估计美团的即购即达业务今年将增长31%，通过品类扩张进一步提升按需购物渗透率，截至6月底拥有5万个即购即达前置仓。阿里巴巴也将其闪电仓网络扩展至5万家。对于阿里巴巴，高盛预计随着其专注于更高质量用户和骑手效率提升，在截至12月的季度中，每笔订单的亏损将有所收窄。公司有望在用户获取和留存的销售及营销支出方面实现削减，特别是在二季度和四季度购物节期间。京东方面，尽管预计将继续致力于外卖业务作为新的流量获取来源，但高盛预期公司将在2025年四季度至2026年上半年加快单位经济效益改善，通过潜在的销售及营销效率提升以及与京东物流综合物流网络的骑手协同效应实现。AI基础设施投资提速高盛指出，中国云计算服务商在二季度普遍实现收入增长加速，这主要得益于3-6个月前AI资本支出的提升，特别是在2024年四季度的投资高峰期。阿里云表现最为亮眼，云计算收入同比增长从一季度的18%加速至26%，其中AI收入连续第八个季度实现三位数增长，占外部云收入贡献达到20%。高盛认为，这一增长主要由各行业不断增长的训练和推理需求驱动。腾讯云继续优先为内部游戏和广告业务提供AI计算能力，同时在国际市场实现显著收入增长，新增GoTo等客户。百度云凭借全栈能力和稳固的AI软件经常性收入流实现差异化竞争，云收入同比增长27%。金山云展现出强劲的AI相关收入增长，主要受益于AI训练需求强劲以及来自小米和金山生态系统的需求，包括小米在大语言模型开发和辅助驾驶方面的训练需求，以及WPS copilot等应用。高盛认为，随着多芯片策略在云计算服务商中的应用，应该能够缓解早期投资者对海外芯片供应不确定性的担忧。预计未来3-6个月将有更多模型发布和AI助手推出，这将维持投资者对AI主题的兴趣。数据中心板块迎来机遇研报称，尽管二季度中国数据中心在AI需求方面相对平静，主要由于预期中的供应瓶颈，但GDS万国数据和VNET世纪互联两家买入评级公司的收入和EBITDA表现超出预期。GDS中国业务的管理层态度开始从此前专注去杠杆转向增长导向，即更积极的资本支出以缩短交付周期。公司在资产货币化方面取得成功，通过c-REITs和ABS发行等新融资渠道实现资本循环和资产负债表改善。VNET世纪互联管理层认为需求复苏的可见度很高，对三季度订单量超过二季度水平并有望接近一季度水平充满信心。公司重申了未来十年将资产管理容量增长至10GW的长期目标。随着英伟达正在与美国政府合作获得在华销售基于Blackwell产品的批准，高盛预计如果此类芯片变体获得中美两国批准，2025年底或2026年初新订单量可能增加。高盛建议：防御与进攻并重高盛调整了中国互联网子板块子行业偏好排序，游戏和出行服务继续位列前两位，而云计算和数据中心从第5位大幅提升至第3位。这一调整反映了AI需求激增和阿里巴巴云增长前景的改善。面对复杂的市场环境，高盛维持双重投资策略：防御性的游戏（腾讯、网易）和出行（滴滴、满帮集团），以及进攻性的云计算/数据中心（阿里巴巴、万国数据、世纪互联）和电商（拼多多）。在估值方面，中国互联网板块目前以16倍的12个月远期市盈率交易，相比美国互联网板块的23倍仍有明显折价。高盛认为，随着AI应用的持续渗透和云计算需求的复苏，估值修复空间值得期待。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1,"BABA":1.1,"MPNGY":1.1,"09988":1.1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383499407360512,"gmtCreate":1734669071394,"gmtModify":1734670475492,"author":{"id":"681616653300","authorId":"681616653300","name":"还温柔的猫儿","avatar":"https://static.tigerbbs.com/63602efb11d7025ea946b2ac2c0f81d3","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"681616653300","authorIdStr":"681616653300"},"themes":[],"htmlText":"微信小店和这个有关系吗？","listText":"微信小店和这个有关系吗？","text":"微信小店和这个有关系吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383499407360512","repostId":"1182656890","repostType":2,"isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320704006537392,"gmtCreate":1719332563278,"gmtModify":1719332564801,"author":{"id":"681616653300","authorId":"681616653300","name":"还温柔的猫儿","avatar":"https://static.tigerbbs.com/63602efb11d7025ea946b2ac2c0f81d3","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"681616653300","authorIdStr":"681616653300"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 周三冲击140美元","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 周三冲击140美元","text":"$英伟达(NVDA)$ 周三冲击140美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320704006537392","isVote":1,"tweetType":1,"viewCount":4111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295566986879304,"gmtCreate":1713168876316,"gmtModify":1713168878360,"author":{"id":"681616653300","authorId":"681616653300","name":"还温柔的猫儿","avatar":"https://static.tigerbbs.com/63602efb11d7025ea946b2ac2c0f81d3","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"681616653300","authorIdStr":"681616653300"},"themes":[],"htmlText":"同样的消息出来，总会有两种看法。","listText":"同样的消息出来，总会有两种看法。","text":"同样的消息出来，总会有两种看法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295566986879304","repostId":"1134173427","repostType":2,"repost":{"id":"1134173427","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713166435,"share":"https://www.laohu8.com/m/news/1134173427?lang=zh_CN&edition=full","pubTime":"2024-04-15 15:33","market":"us","language":"zh","title":"特斯拉宣布全球裁员10%，交付量下滑或是关键推手","url":"https://stock-news.laohu8.com/highlight/detail?id=1134173427","media":"老虎资讯综合","summary":"稍早间，有报道称，有员工表示裁员人数可能高达20%。","content":"<html><head></head><body><p>周一下午消息，<strong>特斯拉发布全员信，宣布全球将裁员10%。</strong>稍早间，有报道称，有员工表示裁员人数可能高达20%。但据核实了解到，特斯拉官方全员信于北京时间4月15日下午三时左右发布，确认了裁员比例为10%。</p><p>据悉，这一轮裁员预计将在本周（当地时间周日）正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露，公司内部已经传出了“裁员即将开始”的消息。</p><p>邮件具体内容如下：</p><blockquote><p style=\"text-align: justify;\">多年来，我们的公司在全球范围内迅速扩张，多个工厂进行了规模化扩建。随着高速增长，某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时，全面审视公司每一个方面，寻求降本增效至关重要。</p><p style=\"text-align: justify;\">作为这一举措的一部分，我们对组织架构进行了彻底审查，并做出了艰难的决定，在全球范围内裁员逾10%。没有比这更困难的事情了，但这是必须完成的，这将使我们保持精简、创新，并进入下一个增长阶段周期。</p><p style=\"text-align: justify;\">我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出，我深深感激你们为我们的使命做出的诸多贡献，祝愿你们在未来的机遇中一切顺利，道别总是艰难的。</p><p style=\"text-align: justify;\">对于那些留下来的人，我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时，你们的决心将在我们实现目标的过程中发挥巨大的作用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ebd2cfad8d27cd9ac65604bfe4cc18\" tg-width=\"614\" tg-height=\"689\"/></p></blockquote><p style=\"text-align: left;\">事实上，关于特斯拉裁员的传言早在今年2月就已开始流传。当时，特斯拉推迟了对一部分员工的绩效考核，这一举动被视为裁员的前兆。随后，外媒在2月8日报道称，特斯拉似乎正在准备新一轮裁员，公司要求所有经理对其下属进行“二元评估”，以判断哪些岗位对于公司的运营至关重要。</p><p style=\"text-align: left;\">近年来，特斯拉的招聘速度已经有所放缓。2022年，特斯拉新增员工人数为2.9万，而到了2023年，这一数字已降至1.2万。</p><p style=\"text-align: left;\">2024年一季度，特斯拉在全球的交付量仅为38.68万辆，远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%，环比下滑更是高达20.1%。这也是自2020年以来，特斯拉交付量首次出现季度同比下降。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉宣布全球裁员10%，交付量下滑或是关键推手</title>\n<style 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15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一下午消息，<strong>特斯拉发布全员信，宣布全球将裁员10%。</strong>稍早间，有报道称，有员工表示裁员人数可能高达20%。但据核实了解到，特斯拉官方全员信于北京时间4月15日下午三时左右发布，确认了裁员比例为10%。</p><p>据悉，这一轮裁员预计将在本周（当地时间周日）正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露，公司内部已经传出了“裁员即将开始”的消息。</p><p>邮件具体内容如下：</p><blockquote><p style=\"text-align: justify;\">多年来，我们的公司在全球范围内迅速扩张，多个工厂进行了规模化扩建。随着高速增长，某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时，全面审视公司每一个方面，寻求降本增效至关重要。</p><p style=\"text-align: justify;\">作为这一举措的一部分，我们对组织架构进行了彻底审查，并做出了艰难的决定，在全球范围内裁员逾10%。没有比这更困难的事情了，但这是必须完成的，这将使我们保持精简、创新，并进入下一个增长阶段周期。</p><p style=\"text-align: justify;\">我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出，我深深感激你们为我们的使命做出的诸多贡献，祝愿你们在未来的机遇中一切顺利，道别总是艰难的。</p><p style=\"text-align: justify;\">对于那些留下来的人，我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时，你们的决心将在我们实现目标的过程中发挥巨大的作用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ebd2cfad8d27cd9ac65604bfe4cc18\" tg-width=\"614\" tg-height=\"689\"/></p></blockquote><p style=\"text-align: left;\">事实上，关于特斯拉裁员的传言早在今年2月就已开始流传。当时，特斯拉推迟了对一部分员工的绩效考核，这一举动被视为裁员的前兆。随后，外媒在2月8日报道称，特斯拉似乎正在准备新一轮裁员，公司要求所有经理对其下属进行“二元评估”，以判断哪些岗位对于公司的运营至关重要。</p><p style=\"text-align: left;\">近年来，特斯拉的招聘速度已经有所放缓。2022年，特斯拉新增员工人数为2.9万，而到了2023年，这一数字已降至1.2万。</p><p style=\"text-align: left;\">2024年一季度，特斯拉在全球的交付量仅为38.68万辆，远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%，环比下滑更是高达20.1%。这也是自2020年以来，特斯拉交付量首次出现季度同比下降。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/570546891f0213a52f196e37da6ff74c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134173427","content_text":"周一下午消息，特斯拉发布全员信，宣布全球将裁员10%。稍早间，有报道称，有员工表示裁员人数可能高达20%。但据核实了解到，特斯拉官方全员信于北京时间4月15日下午三时左右发布，确认了裁员比例为10%。据悉，这一轮裁员预计将在本周（当地时间周日）正式展开。来自奥斯汀、弗里蒙特等地的特斯拉工程师也向媒体透露，公司内部已经传出了“裁员即将开始”的消息。邮件具体内容如下：多年来，我们的公司在全球范围内迅速扩张，多个工厂进行了规模化扩建。随着高速增长，某些领域出现了角色和工作职能的重复。在为公司下一阶段的增长做准备时，全面审视公司每一个方面，寻求降本增效至关重要。作为这一举措的一部分，我们对组织架构进行了彻底审查，并做出了艰难的决定，在全球范围内裁员逾10%。没有比这更困难的事情了，但这是必须完成的，这将使我们保持精简、创新，并进入下一个增长阶段周期。我想感谢每一位即将离开特斯拉的同事多年来的辛勤付出，我深深感激你们为我们的使命做出的诸多贡献，祝愿你们在未来的机遇中一切顺利，道别总是艰难的。对于那些留下来的人，我想提前感谢你们即将面临的艰难工作。我们正在开发汽车、能源和人工智能领域开发一些最具革命性的技术。在为公司下一阶段的增长做准备时，你们的决心将在我们实现目标的过程中发挥巨大的作用。事实上，关于特斯拉裁员的传言早在今年2月就已开始流传。当时，特斯拉推迟了对一部分员工的绩效考核，这一举动被视为裁员的前兆。随后，外媒在2月8日报道称，特斯拉似乎正在准备新一轮裁员，公司要求所有经理对其下属进行“二元评估”，以判断哪些岗位对于公司的运营至关重要。近年来，特斯拉的招聘速度已经有所放缓。2022年，特斯拉新增员工人数为2.9万，而到了2023年，这一数字已降至1.2万。2024年一季度，特斯拉在全球的交付量仅为38.68万辆，远低于此前机构预测的43万辆左右。这一数字同比下滑了8.3%，环比下滑更是高达20.1%。这也是自2020年以来，特斯拉交付量首次出现季度同比下降。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294613049983232,"gmtCreate":1712940100569,"gmtModify":1712940265798,"author":{"id":"681616653300","authorId":"681616653300","name":"还温柔的猫儿","avatar":"https://static.tigerbbs.com/63602efb11d7025ea946b2ac2c0f81d3","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"681616653300","authorIdStr":"681616653300"},"themes":[],"htmlText":"<a 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