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NasdaQ宸
Time in market...
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NasdaQ宸
NasdaQ宸
·
2025-12-04
这个饼太大了，100万…
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
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NasdaQ宸
NasdaQ宸
·
2025-10-21
Replying to
@西流
:摊薄成本…没参考价值//
@西流
:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧
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NasdaQ宸
NasdaQ宸
·
2025-10-10
感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
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NasdaQ宸
NasdaQ宸
·
2025-09-11
牛x 反正国外好就是我们好呗，冲上4500点！
非常抱歉，此主贴已删除
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NasdaQ宸
NasdaQ宸
·
2025-07-01
$特斯拉(TSLA)$
最近对马斯克和特斯拉非常失望，可以总结为干啥啥不行！ 卖车卖车拉垮，Robotaxi规模化之路遥遥无期，为了“美丽方案”多次互撕，不得不说整个给人的影响感觉特别糟糕。不清楚马斯克的所作所为意欲何为？希望看到特斯拉真正朝向AI的路径不断前行，而不是整天成为舆论的焦点。 世界上有很多优秀的企业，出色的CEO，成为舆论的焦点并非将企业带向成功的充分条件，希望看到特斯拉修炼内功，走向成功，但目前而言短期看不到任何成功的loadmap。
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NasdaQ宸
NasdaQ宸
·
2025-06-25
$特斯拉(TSLA)$
持仓有2年了，有时候有一种越拿越难受的感觉，上上下下无休无止，大饼吃多了有点腻了！
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NasdaQ宸
NasdaQ宸
·
2024-12-18
$iShares 0-3 Month Treasury Bond ETF(SGOV)$
第一次买这个，今天是分红吗？怎么显示涨但价格变低了？
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NasdaQ宸
NasdaQ宸
·
2024-12-11
$美国超微公司(AMD)$
忍不住想吐槽一下，为什么一只股票可以走出这样的走势，真的看不懂喔
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NasdaQ宸
NasdaQ宸
·
2021-03-16
$苹果(AAPL)$
价值投资 慢慢等待 加油！
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NasdaQ宸
NasdaQ宸
·
2021-03-14
$台积电(TSM)$
整天这熊样 接下来估计登老虎的欲望都没有了
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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特斯拉(TSLA)发布片段 展示机器人Optimus跑步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-12-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","relate_stocks":{"SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4592":"伊斯兰概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY 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Acc","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","TSLL":"2倍做多TSLA ETF-Direxion","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","TSYW.SI":"TESLA 3xLongSG261006","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4555":"新能源车","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLA":"特斯拉","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"295022","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588304118","content_text":"金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4181873313410422","authorId":"4181873313410422","name":"J.P.滕王阁","avatar":"https://static.tigerbbs.com/a39be702ea90cda4956a6497b3ec3d90","crmLevel":1,"crmLevelSwitch":0,"idStr":"4181873313410422","authorIdStr":"4181873313410422"},"content":"马斯克说明年是5-10万，27年才是50-100万","text":"马斯克说明年是5-10万，27年才是50-100万","html":"马斯克说明年是5-10万，27年才是50-100万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491603962524368,"gmtCreate":1761041857613,"gmtModify":1761041860642,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:摊薄成本…没参考价值//<a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","listText":"Replying to <a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:摊薄成本…没参考价值//<a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","text":"Replying to @西流:摊薄成本…没参考价值//@西流:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491603962524368","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487739949962120,"gmtCreate":1760085687978,"gmtModify":1760085690351,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"title":"","htmlText":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","listText":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","text":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487739949962120","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=zh_CN&edition=full","pubTime":"2025-10-09 11:48","market":"us","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</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>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","HSBC":"汇丰"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477442924581088,"gmtCreate":1757573094665,"gmtModify":1757573096551,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"title":"","htmlText":"牛x 反正国外好就是我们好呗，冲上4500点！","listText":"牛x 反正国外好就是我们好呗，冲上4500点！","text":"牛x 反正国外好就是我们好呗，冲上4500点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477442924581088","repostId":"1100108357","repostType":2,"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451899321332056,"gmtCreate":1751352959030,"gmtModify":1751352961245,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最近对马斯克和特斯拉非常失望，可以总结为干啥啥不行！ 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