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寂寞的演奏家
寂寞的演奏家
·
01-30
$黄金ETF-SPDR(GLD)$
实物黄金这种流动性极差的东西，很容易在牛市中，让很多人破产。
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663
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寂寞的演奏家
寂寞的演奏家
·
01-29
$特斯拉(TSLA)$
现金流和主营业务收入继续大幅下降 这财报都能涨，真是看不懂，不会炒股
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393
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寂寞的演奏家
寂寞的演奏家
·
01-23
$苹果(AAPL)$
这季度财报就看库克会不会吹了，一季度指引很重要
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寂寞的演奏家
寂寞的演奏家
·
01-23
$英伟达(NVDA)$
今晚195 call 5000张 会不会直接财富自由
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寂寞的演奏家
寂寞的演奏家
·
01-23
笑死了
AI推理引爆需求！CPU产能告急，涨价来袭
近日，A股“CPU概念股”异军突起。截至1月22日收盘，龙芯中科涨超8%，芯海科技大涨12.77%，国芯科技涨超3%。这一行情背后，是AI浪潮引发全球CPU供需格局的剧烈反转，明确的涨价预期正在迅速推升市场对该板块的乐观情绪。大洋彼岸的美股市场亦反映出类似情绪。当地时间1月21日美股盘后，英特尔大涨11%，AMD上涨7%。
AI推理引爆需求！CPU产能告急，涨价来袭
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寂寞的演奏家
寂寞的演奏家
·
01-23
$英特尔(INTC)$
第一季度肯定有雷，pc市场被内存带崩了，
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寂寞的演奏家
寂寞的演奏家
·
01-21
$奈飞(NFLX)$
70 可入
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寂寞的演奏家
寂寞的演奏家
·
01-14
高风险收购
奈飞拟改全现金收购华纳兄弟加速并购进程应对派拉蒙阻击
自去年10月奈飞正式发起收购以来，其股价已累计下跌约四分之一。自去年12月初选择与奈飞达成合作后，华纳兄弟便不断遭遇派拉蒙的搅局，后者试图迫使华纳放弃现有协议、转而接受己方报价。此外，派拉蒙方面还计划提名董事进入华纳兄弟董事会，以此阻挠这宗收购交易落地。受奈飞调整收购方案的消息提振，周二收盘华纳兄弟股价上涨1.62%，报收28.86美元;奈飞股价同步上涨1.02%，收于90.32美元。
奈飞拟改全现金收购华纳兄弟加速并购进程应对派拉蒙阻击
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寂寞的演奏家
寂寞的演奏家
·
01-14
没了
市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y
销量绝对有保证。
市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y
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寂寞的演奏家
寂寞的演奏家
·
01-14
这公司要完
Meta战略大转移，启动千人裁员，重心由元宇宙转向AI穿戴设备
此次裁员预计将影响现实实验室约10%的员工。
Meta战略大转移，启动千人裁员，重心由元宇宙转向AI穿戴设备
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会不会直接财富自由","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524861347357936","isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524867850252824,"gmtCreate":1769117682154,"gmtModify":1769117684640,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"笑死了","listText":"笑死了","text":"笑死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524867850252824","repostId":"2605494283","repostType":2,"repost":{"id":"2605494283","kind":"news","pubTimestamp":1769089967,"share":"https://www.laohu8.com/m/news/2605494283?lang=zh_CN&edition=full","pubTime":"2026-01-22 21:52","market":"sh","language":"zh","title":"AI推理引爆需求！CPU产能告急，涨价来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2605494283","media":"21世纪经济报道","summary":"近日，A股“CPU概念股”异军突起。截至1月22日收盘，龙芯中科涨超8%，芯海科技大涨12.77%，国芯科技涨超3%。这一行情背后，是AI浪潮引发全球CPU供需格局的剧烈反转，明确的涨价预期正在迅速推升市场对该板块的乐观情绪。大洋彼岸的美股市场亦反映出类似情绪。当地时间1月21日美股盘后，英特尔大涨11%，AMD上涨7%。","content":"<div>\n<p>近日，A股“CPU概念股”异军突起。截至1月22日收盘，龙芯中科涨超8%，芯海科技大涨12.77%，国芯科技涨超3%。这一行情背后，是AI浪潮引发全球CPU供需格局的剧烈反转，明确的涨价预期正在迅速推升市场对该板块的乐观情绪。 大洋彼岸的美股市场亦反映出类似情绪。当地时间1月21日美股盘后，英特尔大涨11%，AMD上涨7%。尤为引人注目的是，英特尔股价在近半年内累计反弹约180%，一度创下自...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601223627697092.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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\" 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大洋彼岸的美股市场亦反映出类似情绪。当地时间1月21日美股盘后，英特尔大涨11%，AMD上涨7%。尤为引人注目的是，英特尔股价在近半年内累计反弹约180%，一度创下自...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601223627697092.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":{"688262":"国芯科技","BK4587":"ChatGPT概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4550":"红杉资本持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMDD":"1倍做空AMD ETF-Direxion","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4551":"寇图资本持仓","AMDG":"2倍做多AMD ETF- Leverage Shares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS 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消息面上，据KeyBanc数据显示，在超大规模云服务商激进采购推动下，英特尔与AMD在2026年全年的服务器CPU产能已基本售罄。面对供需的极端失衡，为平抑缺货压力并锁定未来供应，两家巨头均计划将服务器CPU价格上调10%至15%。 KeyBanc分析师John Vinh在近期的供应链调查中指出，大型科技公司对AI芯片与服务器需求的增长，正推动CPU销量回升。其供应链调查显示，英特尔数据中心服务器CPU今年的产能几乎已售罄。 CPU也成了“卖方市场” 在半导体产业的传统逻辑中，存储芯片往往具有显著的周期性波动特征，而CPU更常被视为依循技术迭代稳步增长的品类。但在2026年初，这一分野正在模糊：受产能刚性约束与需求回暖的双重影响，CPU正显现出类似存储行业的供需高弹性，定价权开始向卖方倾斜。 过去两年，AI狂潮席卷全球。为了追赶生成式AI风口，全球主要云服务商大幅提升资本开支，抢购英伟达GPU及相关AI加速卡。然而，有数据中心厂商指出，在电力供应紧张、服务器机架空间有限等约束下，传统通用服务器的更新换代被推迟。 此消彼长之下，上游CPU厂商在2024年至2025年间不得不采取更为保守的防御策略：缩减产能、降低库存水位、放缓扩产节奏。其中，英特尔财报反映尤为明显：2024年全年英特尔营收同比下滑2%，至531亿美元；归属于股东的净亏损为188亿美元，而2023年净利润为17亿美元；毛利率同比下滑7.3个百分点至32.7%。 与此同时，人工智能的飞速演进彻底引爆了全球对高性能计算与存储设施的渴望。作为AI训练与推理的“数据粮仓”，DRAM、NAND Flash等存储芯片需求呈井喷之势，供需错配引发价格上行，美光、西部数据等行业巨头借势而起，成为本轮AI硬件浪潮的受益者。 随着存储周期的估值逻辑被市场充分消化与演绎，资金开始寻找下一个结构性机会。 国联民生证券将CPU称为“下一个存储的机会”。该机构指出，AI时代计算产业发展的重点在于计算架构的创新，同时CPU等通用计算的重要性有望进一步提升。新型计算场景不断涌现，对运算速度、精度等要求越来越高，计算架构的创新成为计算产业发展的重点。作为计算领域的基础设施，CPU的重要性有望凸显。 这一判断的关键在于算力结构的变化。据介绍，在早期的AI训练阶段，服务器往往采用“8 GPU + 1—2 CPU”的架构，CPU更多承担数据搬运与系统管理角色，地位相对边缘。但随着推理需求爆发，尤其是在边缘侧与私有云场景下，企业开始意识到，过度依赖昂贵GPU并不总是具备经济性。 当AI从聊天机器人进化为能够自主规划、调用工具、执行多步任务的智能体（AI Agent）时，对控制、调度、串行处理等能力的要求显著上升。在这种更复杂的系统级负载中，CPU重新获得“被需要”的位置。 汇丰分析师Frank Lee本周上调英特尔评级时指出，随着AI从简单助理演进为能够自行规划并执行任务的智能体，对通用型算力需求正在加速，而这正是CPU所承担的核心功能。 值得注意的是，英特尔近期提出AI NAS（网络附加存储）产品概念，即面向中小企业与家庭的“存储+小型本地AI算力中心”，意图抓住边缘侧与私有云的新型市场需求。 英特尔能否“王者归来”？ 即将发布的新一季度财报，将成为市场检验英特尔近期变革初步成果的关键节点。 这场变革的操盘手，是2025年3月上任的首席执行官陈立武。上任伊始，陈立武便重申“工程创新”与“以客户为中心”的战略核心，并致力于重塑更为扁平的组织架构。“我们正迈入由AI Agent（智能体）和推理模型定义的计算新时代，我的工作重点是确保英特尔打造具有竞争力的产品。”陈立武表示。 1月5日，CES展会期间，英特尔正式发布代号为“Panther Lake”的第三代酷睿Ultra处理器。该系列芯片采用英特尔18A制程制造，代表了英特尔最先进的半导体制造工艺。 “英特尔兑现了承诺，实现了在2025年出货采用18A工艺制造芯片的目标。实际上，我们提前完成了目标。”陈立武称，第三代酷睿Ultra处理器已于2025年底生产并超额交付。 陈立武强调，英特尔具备将芯片设计、先进工艺与封装技术紧密结合的能力，而新一代酷睿Ultra处理器是为AI驱动的未来而设计。 观察来看，英特尔的“复兴路线图”围绕三大支柱展开：重塑x86生态、把握AI机遇，以及最关键的突破先进制程。其中，Intel 18A制程的成败，被视为英特尔能否翻身的关键变量。 在数据中心领域，2025年10月，英特尔展示了代号为Clearwater Forest的下一代至强6+处理器，同样基于18A制程，预计于2026年正式推出。 前述KeyBanc分析师John Vinh甚至乐观预测，凭借18A的进展，英特尔有望超越三星，成为业内可信赖的第二大晶圆代工供应商。 然而，要断言英特尔翻身或许仍为时尚早。前AMD高管、半导体分析师Patrick Moorhead认为，虽然新一代酷睿处理器在理论上让英特尔重获技术竞争力，但一个成功的平台不仅取决于技术，还需要工程资源、销售与市场策略的多方配合。目前，英特尔虽然在笔记本市场仍占据主要份额，但在数据中心市场，AMD的步步紧逼与Arm架构在数据中心市场扩张，依然是巨大的威胁。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"688262":1.85,"AMDW":0.6,"AMDG":0.6,"INTC":1.97,"AMDU":0.6,"AMUU":0.6,"AMDY":0.6,"04335":1.97,"AMD":1.86,"AMYY":0.6,"DAMD":0.6,"AMDD":0.6}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524658126815720,"gmtCreate":1769116959447,"gmtModify":1769116961275,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 第一季度肯定有雷，pc市场被内存带崩了，","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 第一季度肯定有雷，pc市场被内存带崩了，","text":"$英特尔(INTC)$ 第一季度肯定有雷，pc市场被内存带崩了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524658126815720","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523971967866256,"gmtCreate":1768949517265,"gmtModify":1768949519999,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 70 可入","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 70 可入","text":"$奈飞(NFLX)$ 70 可入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523971967866256","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521652210942344,"gmtCreate":1768392549916,"gmtModify":1768392552504,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"高风险收购","listText":"高风险收购","text":"高风险收购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521652210942344","repostId":"1142050702","repostType":2,"repost":{"id":"1142050702","kind":"news","pubTimestamp":1768355394,"share":"https://www.laohu8.com/m/news/1142050702?lang=zh_CN&edition=full","pubTime":"2026-01-14 09:49","market":"us","language":"zh","title":"奈飞拟改全现金收购华纳兄弟加速并购进程应对派拉蒙阻击","url":"https://stock-news.laohu8.com/highlight/detail?id=1142050702","media":"智通财经","summary":"自去年10月奈飞正式发起收购以来，其股价已累计下跌约四分之一。自去年12月初选择与奈飞达成合作后，华纳兄弟便不断遭遇派拉蒙的搅局，后者试图迫使华纳放弃现有协议、转而接受己方报价。此外，派拉蒙方面还计划提名董事进入华纳兄弟董事会，以此阻挠这宗收购交易落地。受奈飞调整收购方案的消息提振，周二收盘华纳兄弟股价上涨1.62%，报收28.86美元;奈飞股价同步上涨1.02%，收于90.32美元。","content":"<html><head></head><body><p>据知情人士透露，奈飞(NFLX.US)正着手调整收购华纳兄弟探索公司(WBD.US)的交易条款，探讨以全现金方式收购该公司旗下的影视工作室及流媒体业务。</p><p style=\"text-align: justify;\">此次条款调整，意在加速推进这桩原本需耗时数月才能完成的交易。该收购案不仅遭到部分政界人士反对，还面临竞购对手派拉蒙(PSKY.US)的阻击，就连机构投资者也对这宗交易的态度呈现明显分歧。</p><p style=\"text-align: justify;\">根据双方最初达成的协议，华纳兄弟股东每股将获得23.25美元现金及4.50美元的奈飞普通股并设有保护条款：若奈飞股价跌破97.91美元，将启动调整机制。自去年10月奈飞正式发起收购以来，其股价已累计下跌约四分之一。</p><p style=\"text-align: justify;\">为推进此次收购，奈飞已从华尔街多家银行筹得590亿美元融资，这也是史上规模最大的过桥贷款之一。目前，奈飞已通过发行长期债券，为其中约250亿美元债务完成再融资。</p><p style=\"text-align: justify;\">资深信贷分析师Stephen Flynn在周二发布的研报中指出，奈飞具备进一步融资的能力，且不会影响其稳健的信用评级。</p><p style=\"text-align: justify;\">他表示：“奈飞资产负债表状况极佳，净杠杆率维持在较低水平。”</p><p style=\"text-align: justify;\">自去年12月初选择与奈飞达成合作后，华纳兄弟便不断遭遇派拉蒙的搅局，后者试图迫使华纳放弃现有协议、转而接受己方报价。</p><p style=\"text-align: justify;\">派拉蒙首席执行官大卫・埃里森及其父亲——甲骨文(ORCL.US)联合创始人拉里・埃里森，不仅发起针对华纳兄弟股票的要约收购、为404亿美元的交易资金提供个人担保，还以获取奈飞交易估值细节为由，将华纳兄弟诉至法庭。</p><p style=\"text-align: justify;\">此外，派拉蒙方面还计划提名董事进入华纳兄弟董事会，以此阻挠这宗收购交易落地。</p><p style=\"text-align: justify;\">受奈飞调整收购方案的消息提振，周二收盘华纳兄弟股价上涨1.62%，报收28.86美元;奈飞股价同步上涨1.02%，收于90.32美元。</p></body></html>","source":"highlight_zhitongcaijin","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>奈飞拟改全现金收购华纳兄弟加速并购进程应对派拉蒙阻击</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奈飞拟改全现金收购华纳兄弟加速并购进程应对派拉蒙阻击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 09:49 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1392534.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，奈飞(NFLX.US)正着手调整收购华纳兄弟探索公司(WBD.US)的交易条款，探讨以全现金方式收购该公司旗下的影视工作室及流媒体业务。此次条款调整，意在加速推进这桩原本需耗时数月才能完成的交易。该收购案不仅遭到部分政界人士反对，还面临竞购对手派拉蒙(PSKY.US)的阻击，就连机构投资者也对这宗交易的态度呈现明显分歧。根据双方最初达成的协议，华纳兄弟股东每股将获得23.25美元...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1392534.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/8fa6212aa97fcee15e91e74f631de4bf","relate_stocks":{"NFLX":"奈飞","WBD":"WARNER BROS DISCOVERY INC"},"source_url":"https://www.zhitongcaijing.com/content/detail/1392534.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142050702","content_text":"据知情人士透露，奈飞(NFLX.US)正着手调整收购华纳兄弟探索公司(WBD.US)的交易条款，探讨以全现金方式收购该公司旗下的影视工作室及流媒体业务。此次条款调整，意在加速推进这桩原本需耗时数月才能完成的交易。该收购案不仅遭到部分政界人士反对，还面临竞购对手派拉蒙(PSKY.US)的阻击，就连机构投资者也对这宗交易的态度呈现明显分歧。根据双方最初达成的协议，华纳兄弟股东每股将获得23.25美元现金及4.50美元的奈飞普通股并设有保护条款：若奈飞股价跌破97.91美元，将启动调整机制。自去年10月奈飞正式发起收购以来，其股价已累计下跌约四分之一。为推进此次收购，奈飞已从华尔街多家银行筹得590亿美元融资，这也是史上规模最大的过桥贷款之一。目前，奈飞已通过发行长期债券，为其中约250亿美元债务完成再融资。资深信贷分析师Stephen Flynn在周二发布的研报中指出，奈飞具备进一步融资的能力，且不会影响其稳健的信用评级。他表示：“奈飞资产负债表状况极佳，净杠杆率维持在较低水平。”自去年12月初选择与奈飞达成合作后，华纳兄弟便不断遭遇派拉蒙的搅局，后者试图迫使华纳放弃现有协议、转而接受己方报价。派拉蒙首席执行官大卫・埃里森及其父亲——甲骨文(ORCL.US)联合创始人拉里・埃里森，不仅发起针对华纳兄弟股票的要约收购、为404亿美元的交易资金提供个人担保，还以获取奈飞交易估值细节为由，将华纳兄弟诉至法庭。此外，派拉蒙方面还计划提名董事进入华纳兄弟董事会，以此阻挠这宗收购交易落地。受奈飞调整收购方案的消息提振，周二收盘华纳兄弟股价上涨1.62%，报收28.86美元;奈飞股价同步上涨1.02%，收于90.32美元。","news_type":1,"symbols_score_info":{"NFLX":2,"WBD":2}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521432341931256,"gmtCreate":1768342791662,"gmtModify":1768342793418,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"没了","listText":"没了","text":"没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521432341931256","repostId":"2603500334","repostType":4,"repost":{"id":"2603500334","kind":"news","pubTimestamp":1768299132,"share":"https://www.laohu8.com/m/news/2603500334?lang=zh_CN&edition=full","pubTime":"2026-01-13 18:12","market":"us","language":"zh","title":"市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2603500334","media":"快科技","summary":"销量绝对有保证。","content":"<html><head></head><body><p>对于国内厂商而言，这注定是一个不好的消息：<strong>廉价版特斯拉Model Y已经出现在特斯拉官网上了</strong>（现已更改相关页面）。</p><p style=\"text-align: start;\">而有业内人士咨询特斯拉方面后得知，<strong>除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971c68ddba07e0e738439850ce399db0\" title=\"\" tg-width=\"600\" tg-height=\"380\"/></p><p style=\"text-align: start;\">之所以说这是不好的消息，<strong>因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场</strong>，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌市场怕是要丢失更多蛋糕。</p><p style=\"text-align: start;\">据悉，廉价版较标准车型取消或简化了20余项配置，<strong>如取消车头贯穿灯带、后视镜调节方式由电动改为手动、车窗取消双层夹胶玻璃、座椅不再支持电动调节，标配LCC，但没有车道居中，同时动力和续航也被砍了一些</strong>。</p><p style=\"text-align: start;\">由此可以看出，<strong>特斯拉未来几年的产品策略，便是在现有产品的基础上做简化开发，利用长久积累的品牌声誉，向更低价市场寻求销量突破</strong>。</p><p style=\"text-align: start;\">可能会有人质疑，砍去这么多的配置，廉价版的特斯拉Model Y和3真的能被中国消费者相中吗？</p><p style=\"text-align: start;\">还是看数据吧，<strong>在2025年12月份Model Y狂卖65874辆，成为了乘用车全品类销冠，Model 3也有将近2.8万的销量，排在第八名</strong>。</p><p style=\"text-align: start;\">要知道它们相较于自主品牌，尤其是新势力竞争对手其实在配置上并不占优，然而依旧有如此多的国人选择购买，<strong>所以即便是廉价版砍了非常多，只要它还是挂着特斯拉的标，销量绝对有保证</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f73dbf96d56f9dda5412eaf936f58319\" title=\"\" tg-width=\"600\" tg-height=\"323\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/483e51296da355fb646b498cfcb37681\" title=\"\" tg-width=\"600\" tg-height=\"496\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1174fb08d586870de7c8593b4467d53\" title=\"\" tg-width=\"600\" tg-height=\"745\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8cbcfe34911142a473b7db31deb9ec7\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"308\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859b7aefaf4ac6a92f5a904da749791c\" title=\"\" tg-width=\"600\" tg-height=\"295\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a714c8f7526ccda0222a14c307c1575\" title=\"\" tg-width=\"600\" tg-height=\"365\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b20dcb516a52f750515589414c0ea008\" title=\"\" tg-width=\"600\" tg-height=\"301\"/></p></body></html>","source":"kkj","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：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 18:12 北京时间 <a href=https://news.mydrivers.com/1/1098/1098175.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于国内厂商而言，这注定是一个不好的消息：廉价版特斯拉Model Y已经出现在特斯拉官网上了（现已更改相关页面）。而有业内人士咨询特斯拉方面后得知，除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y。之所以说这是不好的消息，因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌...</p>\n\n<a href=\"https://news.mydrivers.com/1/1098/1098175.htm\">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/c5897e847f82308d442c8840eb5adeaa","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://news.mydrivers.com/1/1098/1098175.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603500334","content_text":"对于国内厂商而言，这注定是一个不好的消息：廉价版特斯拉Model Y已经出现在特斯拉官网上了（现已更改相关页面）。而有业内人士咨询特斯拉方面后得知，除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y。之所以说这是不好的消息，因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌市场怕是要丢失更多蛋糕。据悉，廉价版较标准车型取消或简化了20余项配置，如取消车头贯穿灯带、后视镜调节方式由电动改为手动、车窗取消双层夹胶玻璃、座椅不再支持电动调节，标配LCC，但没有车道居中，同时动力和续航也被砍了一些。由此可以看出，特斯拉未来几年的产品策略，便是在现有产品的基础上做简化开发，利用长久积累的品牌声誉，向更低价市场寻求销量突破。可能会有人质疑，砍去这么多的配置，廉价版的特斯拉Model Y和3真的能被中国消费者相中吗？还是看数据吧，在2025年12月份Model Y狂卖65874辆，成为了乘用车全品类销冠，Model 3也有将近2.8万的销量，排在第八名。要知道它们相较于自主品牌，尤其是新势力竞争对手其实在配置上并不占优，然而依旧有如此多的国人选择购买，所以即便是廉价版砍了非常多，只要它还是挂着特斯拉的标，销量绝对有保证。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521432398922440,"gmtCreate":1768342739145,"gmtModify":1768342742448,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"themes":[],"title":"","htmlText":"这公司要完","listText":"这公司要完","text":"这公司要完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521432398922440","repostId":"1119262291","repostType":4,"repost":{"id":"1119262291","kind":"news","pubTimestamp":1768312990,"share":"https://www.laohu8.com/m/news/1119262291?lang=zh_CN&edition=full","pubTime":"2026-01-13 22:03","market":"us","language":"zh","title":"Meta战略大转移，启动千人裁员，重心由元宇宙转向AI穿戴设备","url":"https://stock-news.laohu8.com/highlight/detail?id=1119262291","media":"智通财经","summary":"此次裁员预计将影响现实实验室约10%的员工。","content":"<html><head></head><body><p>据内部备忘录显示， <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 已于周二上午开始通知被裁员工，将削减其现实实验室(Reality Labs)部门逾1000个岗位，标志着该公司正式将资源从虚拟现实和元宇宙产品转向AI穿戴设备与手机功能。</p><p style=\"text-align: justify;\">此次裁员预计将影响现实实验室约10%的员工，该部门目前拥有约1.5万名员工。Meta首席技术官安德鲁·博斯沃思在备忘录中表示，作为调整的一部分，公司正将元宇宙开发重点转向移动设备，并计划缩减虚拟现实投资以使该业务"更具可持续性"。</p><p style=\"text-align: justify;\">公司发言人称："我们上个月已表示，正将部分投资从元宇宙转向穿戴设备领域。此次调整是该计划的一部分，我们计划将节省的资金重新投入以支持今年穿戴设备的增长。"</p><p style=\"text-align: justify;\">现实实验室部门承载着Meta的硬件及未来产品布局，包括VR头显、AI眼镜和虚拟世界产品。然而自2021年初以来，该部门已累计亏损超700亿美元，多数投资尚未产生显著收入。</p><p style=\"text-align: justify;\">元宇宙——这个被构想为人们可在其中工作、娱乐和锻炼的虚拟世界——已成为一项成本高昂的业务。Meta曾为开发高端VR头显和虚拟化身等数字功能投入巨资，以应对预期中与其他科技公司的激烈竞争。然而这场竞争并未如期爆发，元宇宙也未能按照首席执行官马克·扎克伯格在2021年将Facebook更名为Meta时的设想实现规模化发展。</p><p style=\"text-align: justify;\">去年12月，Meta高管层曾讨论对元宇宙部门进行高达30% 的预算削减，旨在调整资金分配，将更多资源投入AI眼镜等项目。Meta已与依视路陆逊梯卡集团合作，推出多款搭载AI技术的雷朋和欧克利智能眼镜。扎克伯格表示这些眼镜的表现超出预期，仍是其推广Meta AI助手计划的核心组成部分。</p><p style=\"text-align: justify;\">Meta将继续开发元宇宙，但将聚焦于手机平台，而非最初设想的完全沉浸式VR头显。开发现更名为"地平线"的元宇宙软件体验的团队将"加倍努力，将最佳的地平线体验和AI创作者工具带给移动用户"。博斯沃思写道："凭借更庞大的潜在用户基数和当前最快的增长率，我们正将团队和资源几乎全数转向移动平台以加速其普及。"</p><p style=\"text-align: justify;\">Meta仍将持续投资VR头显及相关功能，但将采取更审慎的节奏。"从今天起，VR部门将以更精简、扁平的组织架构运行，并制定更聚焦的产品路线图，以最大化长期可持续性。"博斯沃思在备忘录中总结道。</p></body></html>","source":"highlight_zhitongcaijin","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>Meta战略大转移，启动千人裁员，重心由元宇宙转向AI穿戴设备</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\">\nMeta战略大转移，启动千人裁员，重心由元宇宙转向AI穿戴设备\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 22:03 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1392431.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据内部备忘录显示， Meta Platforms, Inc. 已于周二上午开始通知被裁员工，将削减其现实实验室(Reality Labs)部门逾1000个岗位，标志着该公司正式将资源从虚拟现实和元宇宙产品转向AI穿戴设备与手机功能。此次裁员预计将影响现实实验室约10%的员工，该部门目前拥有约1.5万名员工。Meta首席技术官安德鲁·博斯沃思在备忘录中表示，作为调整的一部分，公司正将元宇宙开发重点...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1392431.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/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.zhitongcaijing.com/content/detail/1392431.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1119262291","content_text":"据内部备忘录显示， Meta Platforms, Inc. 已于周二上午开始通知被裁员工，将削减其现实实验室(Reality Labs)部门逾1000个岗位，标志着该公司正式将资源从虚拟现实和元宇宙产品转向AI穿戴设备与手机功能。此次裁员预计将影响现实实验室约10%的员工，该部门目前拥有约1.5万名员工。Meta首席技术官安德鲁·博斯沃思在备忘录中表示，作为调整的一部分，公司正将元宇宙开发重点转向移动设备，并计划缩减虚拟现实投资以使该业务\"更具可持续性\"。公司发言人称：\"我们上个月已表示，正将部分投资从元宇宙转向穿戴设备领域。此次调整是该计划的一部分，我们计划将节省的资金重新投入以支持今年穿戴设备的增长。\"现实实验室部门承载着Meta的硬件及未来产品布局，包括VR头显、AI眼镜和虚拟世界产品。然而自2021年初以来，该部门已累计亏损超700亿美元，多数投资尚未产生显著收入。元宇宙——这个被构想为人们可在其中工作、娱乐和锻炼的虚拟世界——已成为一项成本高昂的业务。Meta曾为开发高端VR头显和虚拟化身等数字功能投入巨资，以应对预期中与其他科技公司的激烈竞争。然而这场竞争并未如期爆发，元宇宙也未能按照首席执行官马克·扎克伯格在2021年将Facebook更名为Meta时的设想实现规模化发展。去年12月，Meta高管层曾讨论对元宇宙部门进行高达30% 的预算削减，旨在调整资金分配，将更多资源投入AI眼镜等项目。Meta已与依视路陆逊梯卡集团合作，推出多款搭载AI技术的雷朋和欧克利智能眼镜。扎克伯格表示这些眼镜的表现超出预期，仍是其推广Meta AI助手计划的核心组成部分。Meta将继续开发元宇宙，但将聚焦于手机平台，而非最初设想的完全沉浸式VR头显。开发现更名为\"地平线\"的元宇宙软件体验的团队将\"加倍努力，将最佳的地平线体验和AI创作者工具带给移动用户\"。博斯沃思写道：\"凭借更庞大的潜在用户基数和当前最快的增长率，我们正将团队和资源几乎全数转向移动平台以加速其普及。\"Meta仍将持续投资VR头显及相关功能，但将采取更审慎的节奏。\"从今天起，VR部门将以更精简、扁平的组织架构运行，并制定更聚焦的产品路线图，以最大化长期可持续性。\"博斯沃思在备忘录中总结道。","news_type":1,"symbols_score_info":{"META":2}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}