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红色沙滩
红色沙滩
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05-13
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？？？这个假设就不成立？？这两块业务顶天撑得起100美元股价，将近4000亿市值吧？市盈率已经是高高的了。
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
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。
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
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红色沙滩
红色沙滩
·
2025-10-15
以公司之名为添加高管的薪酬做宣传🐂🍺特斯拉一言堂已经如此了
特斯拉启动罕见广告宣传，全力推动马斯克天价薪酬方案获批
特斯拉近日打破长期坚持的零广告策略，首次在流媒体平台投放商业广告。引人关注的是，广告内容并非推广电动汽车产品，而是直接呼吁股东支持首席执行官埃隆・马斯克的新薪酬方案。
特斯拉启动罕见广告宣传，全力推动马斯克天价薪酬方案获批
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红色沙滩
红色沙滩
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2025-08-12
禁售先进芯片，倾销可替代的并不先进的芯片，川普想的有点美，国内没有明文禁售H20，已经算客气了。
市场消息：中国官方建议国内企业避免使用英伟达H20芯片
8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。
市场消息：中国官方建议国内企业避免使用英伟达H20芯片
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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。</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 <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":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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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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12:25","market":"us","language":"zh","title":"特斯拉启动罕见广告宣传，全力推动马斯克天价薪酬方案获批","url":"https://stock-news.laohu8.com/highlight/detail?id=2575271820","media":"DoNews","summary":"特斯拉近日打破长期坚持的零广告策略，首次在流媒体平台投放商业广告。引人关注的是，广告内容并非推广电动汽车产品，而是直接呼吁股东支持首席执行官埃隆・马斯克的新薪酬方案。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近日打破长期坚持的零广告策略，首次在流媒体平台投放商业广告。引人关注的是，广告内容并非推广电动汽车产品，而是直接呼吁股东支持首席执行官埃隆・马斯克的新薪酬方案。</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>特斯拉启动罕见广告宣传，全力推动马斯克天价薪酬方案获批</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015122717a460b726&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":{"DXYZ":"Destiny Tech100 Inc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4511":"特斯拉概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4585":"ETF&股票定投概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","UFO":"Procure Space ETF","LU0097036916.USD":"贝莱德美国增长A2 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14:13","market":"us","language":"zh","title":"市场消息：中国官方建议国内企业避免使用英伟达H20芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873075","media":"老虎资讯综合","summary":"8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。","content":"<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</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>市场消息：中国官方建议国内企业避免使用英伟达H20芯片</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市场消息：中国官方建议国内企业避免使用英伟达H20芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-12 14:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY 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ACC","BK4612":"AI芯片"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199873075","content_text":"8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用英伟达的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}