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KK不是猫
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KK不是猫
KK不是猫
·
04-24 16:13
幽默,360的时候怎么不唱多,另外IGV其他就是该杀吗?
AI砸钱太多被嫌弃?分析师喊话:微软惨遭错杀,股价有望反弹36%
微软云业务的增速或出现环比放缓。
AI砸钱太多被嫌弃?分析师喊话:微软惨遭错杀,股价有望反弹36%
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KK不是猫
KK不是猫
·
04-07
嘴上这么说,跌到300自己抄得飞起
小摩绩前唱空特斯拉,警告股价恐暴跌60%
Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元,低于此前预期的0.43美元,而市场普遍预期为0.38美元。他指出,尽管交付量增长乏力,但“令人难以置信的是”,特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。据悉,特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期,特拉斯股价近期走低。
小摩绩前唱空特斯拉,警告股价恐暴跌60%
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KK不是猫
KK不是猫
·
2025-11-02
$Replimune Group Inc.(REPL)$
走了
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KK不是猫
KK不是猫
·
2025-10-26
$特斯拉(TSLA)$
看好tsla冲击上方无压力区
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KK不是猫
KK不是猫
·
2025-10-18
$1.5倍做多恐慌指数短期期货ETF(UVXY)$
拿的太久了,舍不得割,当对冲吧。
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KK不是猫
KK不是猫
·
2025-10-05
$CoreWeave, Inc.(CRWV)$
如果再异动冲高,可以卖出保护性高的call,准备落袋为安。
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KK不是猫
KK不是猫
·
2025-10-04
波斯拉没了马斯克,股价先回归100,后面再看业绩评估
马斯克万亿美元天价薪酬方案遭遇挑战!特斯拉股东团体抗议董事会治理不力
上月,特斯拉董事会提出了首席执行官埃隆·马斯克1万亿美元的薪酬计划,称其为史上最大企业薪酬方案,设定了雄心勃勃的业绩目标,旨在回应马斯克要求获得公司更大控制权的诉求。针对周四的公开信,特斯拉在X平台发帖回应称,该绩效激励计划将马斯克的薪酬与"数万亿美元"的股东价值创造绑定。而马斯克此前已公开表示,希望持有这一比例的股份。
马斯克万亿美元天价薪酬方案遭遇挑战!特斯拉股东团体抗议董事会治理不力
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KK不是猫
KK不是猫
·
2025-09-28
$特斯拉 备兑 251003 CALL 435.0$
开仓实值备兑期权做下行保护至408,也是短期破位走空点。
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KK不是猫
KK不是猫
·
2025-09-23
牛逼,含泪把好公司卖给投资者
CoreWeave, Inc. 董事 Magnetar Financial LLC 减持257,411股
根据2025年9月19日的Form 4报告,CoreWeave, Inc.的董事Magnetar Financial LLC进行了多次股票出售,总计出售了257,411股公司A类普通股票。交易均为间接持有的股份,股份出售价格在$121.9到$128.82之间。董事的密集出售可能预示对公司股价上涨空间的有限信心,投资者应对此保持警惕。
CoreWeave, Inc. 董事 Magnetar Financial LLC 减持257,411股
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KK不是猫
KK不是猫
·
2025-09-21
$Replimune Group Inc.(REPL)$
有所期待
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14:44","market":"us","language":"zh","title":"AI砸钱太多被嫌弃?分析师喊话:微软惨遭错杀,股价有望反弹36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629901188","media":"智通财经","summary":"微软云业务的增速或出现环比放缓。","content":"<html><head></head><body><p>自去年8月以来,<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价累计下跌20%。Seeking Alpha分析师Bohdan Kucheriavyi认为,<strong>微软本轮大跌属于典型的情绪性错杀,长期投资价值被低估。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5806e7041b7cd2bd184149343478166a\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>在股价下跌期间,微软连续交出亮眼财报,第一财季、第二财季营收均实现双位数百分比增长,持续超出市场预期。</p><p>尽管基本面持续向好,微软近几个月股价却走弱。核心原因在于市场过度关注微软在AI基础设施上的巨额投入。此外,伊朗局势推高油价,宏观环境恶化,进一步拖累整体科技股表现。</p><p>考虑到庞大的订单积压以及持续升温的云计算需求,微软下周发布的三季度业绩有望延续稳健表现。</p><p><strong>市场反应严重过度</strong></p><p>微软在1月底公布二季度财报后遭遇历史级大跌,但当期经营数据十分亮眼:营收同比增长16.8%至813亿美元,每股收益4.14美元,较预期高出0.22美元;云业务营收突破500亿美元,剩余履约义务总额同比大增110%,达到6250亿美元。Kucheriavyi强调,在成熟科技企业中,如此高速的订单扩张极为罕见。</p><p>不过,微软坦言AI需求爆发带来算力供给不足,这也是本轮股价大跌的重要因素。由于产能限制问题,该公司目前预计第三季度Azure的增长率(按固定汇率计算)将在37%至38%之间。考虑到二季度这一增速为38%,微软云业务的增速或出现环比放缓。</p><p>好消息是,Azure第三季度的业绩可能超出预期,并有望在未来几个季度加速增长。毕竟,微软第二季度财报表明,算力需求持续超过供应,产能限制是唯一的问题。</p><p>面对AI算力紧缺难题,微软已经采取多项举措。去年,微软已与<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、Nscale和Lambda等新型云服务提供商签署了价值超过600亿美元的协议,以获取外部算力。本月初,微软还宣布扩大与Nscale的合作,以期未来进一步提升计算储备。借助外部合作,微软无需从零新建数据中心,便可快速扩张Azure算力规模。</p><p>如果三季度财报显示新增算力逐步落地,意味着产能瓶颈将持续缓解。这也将消除压制云业务增长、拖累微软股价的最大利空因素。</p><p>微软其他主要产品的表现也值得期待。M365 Copilot付费用户数量已超过1500万,同比增长160%。随着微软不断为Copilot添加更多功能,使其成为一款强大的AI助手,用户数量还有进一步增长的潜力。三季度财报可能会验证这一点。</p><p>综合来看,微软基本面并未走弱,下周发布的三季度财报大概率延续稳健表现。市场目前预计微软Q3营收为814美元,同比增长16%;每股收益为4.06美元,同比增长17%。</p><p><strong>微软股价后续怎么走?</strong></p><p>目前微软的市盈率约为25倍,处于近年来的低位。Kucheriavyi基于DCF模型(现金流折现模型)测算,<strong>微软当前合理估值为每股533.80美元,比当前股价高出约26%。</strong></p><p>基于微软业绩的DCF估值测算</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abab9bfc9f8e0fd13e80773bb7f0159f\" title=\"\" tg-width=\"1007\" tg-height=\"506\"/></p><p><strong>而华尔街分析师对微软的前景更为乐观,平均目标价为每股578.92美元,意味着上涨空间达36%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db6223d307327a78511956ae9a4766cd\" title=\"\" tg-width=\"820\" tg-height=\"313\"/></p><p>不过,当前微软仍面临多重挑战:公司资本开支大幅增加,算力约束或限制云业务增长。同时,微软近45%商业订单与OpenAI深度绑定,而后者短期盈利无望,长期合作暗藏隐忧。除此之外,地缘冲突持续,霍尔木兹海峡航运受阻风险加剧全球衰退忧虑,也将对微软业务构成风险。</p><p>尽管上述风险客观存在,Kucheriavyi仍坚信微软长期成长逻辑未变。短期错杀之后,这家科技龙头估值修复空间广阔,具备良好的中长期配置价值。</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>AI砸钱太多被嫌弃?分析师喊话:微软惨遭错杀,股价有望反弹36%</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\">\nAI砸钱太多被嫌弃?分析师喊话:微软惨遭错杀,股价有望反弹36%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-24 14:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1433265.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自去年8月以来,微软股价累计下跌20%。Seeking Alpha分析师Bohdan Kucheriavyi认为,微软本轮大跌属于典型的情绪性错杀,长期投资价值被低估。在股价下跌期间,微软连续交出亮眼财报,第一财季、第二财季营收均实现双位数百分比增长,持续超出市场预期。尽管基本面持续向好,微软近几个月股价却走弱。核心原因在于市场过度关注微软在AI基础设施上的巨额投入。此外,伊朗局势推高油价,宏观...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1433265.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/54720eb51050254e71d6298681bc4fdb","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1433265.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629901188","content_text":"自去年8月以来,微软股价累计下跌20%。Seeking Alpha分析师Bohdan Kucheriavyi认为,微软本轮大跌属于典型的情绪性错杀,长期投资价值被低估。在股价下跌期间,微软连续交出亮眼财报,第一财季、第二财季营收均实现双位数百分比增长,持续超出市场预期。尽管基本面持续向好,微软近几个月股价却走弱。核心原因在于市场过度关注微软在AI基础设施上的巨额投入。此外,伊朗局势推高油价,宏观环境恶化,进一步拖累整体科技股表现。考虑到庞大的订单积压以及持续升温的云计算需求,微软下周发布的三季度业绩有望延续稳健表现。市场反应严重过度微软在1月底公布二季度财报后遭遇历史级大跌,但当期经营数据十分亮眼:营收同比增长16.8%至813亿美元,每股收益4.14美元,较预期高出0.22美元;云业务营收突破500亿美元,剩余履约义务总额同比大增110%,达到6250亿美元。Kucheriavyi强调,在成熟科技企业中,如此高速的订单扩张极为罕见。不过,微软坦言AI需求爆发带来算力供给不足,这也是本轮股价大跌的重要因素。由于产能限制问题,该公司目前预计第三季度Azure的增长率(按固定汇率计算)将在37%至38%之间。考虑到二季度这一增速为38%,微软云业务的增速或出现环比放缓。好消息是,Azure第三季度的业绩可能超出预期,并有望在未来几个季度加速增长。毕竟,微软第二季度财报表明,算力需求持续超过供应,产能限制是唯一的问题。面对AI算力紧缺难题,微软已经采取多项举措。去年,微软已与Nebius、CoreWeave、Nscale和Lambda等新型云服务提供商签署了价值超过600亿美元的协议,以获取外部算力。本月初,微软还宣布扩大与Nscale的合作,以期未来进一步提升计算储备。借助外部合作,微软无需从零新建数据中心,便可快速扩张Azure算力规模。如果三季度财报显示新增算力逐步落地,意味着产能瓶颈将持续缓解。这也将消除压制云业务增长、拖累微软股价的最大利空因素。微软其他主要产品的表现也值得期待。M365 Copilot付费用户数量已超过1500万,同比增长160%。随着微软不断为Copilot添加更多功能,使其成为一款强大的AI助手,用户数量还有进一步增长的潜力。三季度财报可能会验证这一点。综合来看,微软基本面并未走弱,下周发布的三季度财报大概率延续稳健表现。市场目前预计微软Q3营收为814美元,同比增长16%;每股收益为4.06美元,同比增长17%。微软股价后续怎么走?目前微软的市盈率约为25倍,处于近年来的低位。Kucheriavyi基于DCF模型(现金流折现模型)测算,微软当前合理估值为每股533.80美元,比当前股价高出约26%。基于微软业绩的DCF估值测算而华尔街分析师对微软的前景更为乐观,平均目标价为每股578.92美元,意味着上涨空间达36%。不过,当前微软仍面临多重挑战:公司资本开支大幅增加,算力约束或限制云业务增长。同时,微软近45%商业订单与OpenAI深度绑定,而后者短期盈利无望,长期合作暗藏隐忧。除此之外,地缘冲突持续,霍尔木兹海峡航运受阻风险加剧全球衰退忧虑,也将对微软业务构成风险。尽管上述风险客观存在,Kucheriavyi仍坚信微软长期成长逻辑未变。短期错杀之后,这家科技龙头估值修复空间广阔,具备良好的中长期配置价值。","news_type":1,"symbols_score_info":{"MSFW":0.6,"MSFO":0.6,"MSFL":0.6,"MSFD":0.6,"MSFY":0.6,"MSFU":0.6,"MSFX":0.6,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551101581054040,"gmtCreate":1775568215378,"gmtModify":1775568217859,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"嘴上这么说,跌到300自己抄得飞起","listText":"嘴上这么说,跌到300自己抄得飞起","text":"嘴上这么说,跌到300自己抄得飞起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551101581054040","repostId":"2625708989","repostType":2,"repost":{"id":"2625708989","kind":"news","pubTimestamp":1775540846,"share":"https://www.laohu8.com/m/news/2625708989?lang=zh_CN&edition=full","pubTime":"2026-04-07 13:47","market":"us","language":"zh","title":"小摩绩前唱空特斯拉,警告股价恐暴跌60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625708989","media":"智通财经","summary":"Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元,低于此前预期的0.43美元,而市场普遍预期为0.38美元。他指出,尽管交付量增长乏力,但“令人难以置信的是”,特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。据悉,特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期,特拉斯股价近期走低。","content":"<html><head></head><body><p>智通财经APP获悉,在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)发布第一季度财报前,长期看空特斯拉的<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>周一重申了对这家电动汽车和自动驾驶公司的“减持”评级。</p><p>分析师Ryan Brinkman指出,特斯拉第一季度的交付报告表现不佳,且储能设备的安装量也出现了同比下降。Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元,低于此前预期的0.43美元,而市场普遍预期为0.38美元。</p><p>Brinkman表示:“我们仍然认为特斯拉股价将下跌60%,至我们设定的2026年12月145美元目标价,并建议投资者对特斯拉股票保持高度谨慎。尽管特斯拉股价上涨反映出市场对其未来数年盈利预期的大幅增强,但与此同时,至少到2030年前,所有业绩指标的普遍预期都出现了大幅下降,因此,投资者要充分考虑到执行风险以及资金的时间价值。” 他指出,尽管交付量增长乏力,但“令人难以置信的是”,特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。</p><p>展望未来,摩根大通认为特斯拉的投资利好因素,例如其高度差异化的商业模式、有吸引力的产品组合和领先的技术,无法完全抵消其高于平均水平的执行风险、日益激烈的竞争、品牌形象争议不断以及估值所带来的影响。</p><p>据悉,特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期,特拉斯股价近期走低。该股周一跌超2%,报352.82美元,今年以来下跌22%。</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>小摩绩前唱空特斯拉,警告股价恐暴跌60%</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小摩绩前唱空特斯拉,警告股价恐暴跌60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 13:47 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1425373.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,在特斯拉(TSLA.US)发布第一季度财报前,长期看空特斯拉的摩根大通周一重申了对这家电动汽车和自动驾驶公司的“减持”评级。分析师Ryan Brinkman指出,特斯拉第一季度的交付报告表现不佳,且储能设备的安装量也出现了同比下降。Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元,低于此前预期的0.43美元,而市场普遍预期为0.38美元。Brinkman表示:...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425373.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","BK4527":"明星科技股","TSLT":"2倍做多TSLA ETF-T-Rex","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","JPMO":"JPM期权收益策略ETF-YieldMax","TSLW":"TSLA周配息ETF-Roundhill","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC 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Brinkman指出,特斯拉第一季度的交付报告表现不佳,且储能设备的安装量也出现了同比下降。Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元,低于此前预期的0.43美元,而市场普遍预期为0.38美元。Brinkman表示:“我们仍然认为特斯拉股价将下跌60%,至我们设定的2026年12月145美元目标价,并建议投资者对特斯拉股票保持高度谨慎。尽管特斯拉股价上涨反映出市场对其未来数年盈利预期的大幅增强,但与此同时,至少到2030年前,所有业绩指标的普遍预期都出现了大幅下降,因此,投资者要充分考虑到执行风险以及资金的时间价值。” 他指出,尽管交付量增长乏力,但“令人难以置信的是”,特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。展望未来,摩根大通认为特斯拉的投资利好因素,例如其高度差异化的商业模式、有吸引力的产品组合和领先的技术,无法完全抵消其高于平均水平的执行风险、日益激烈的竞争、品牌形象争议不断以及估值所带来的影响。据悉,特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期,特拉斯股价近期走低。该股周一跌超2%,报352.82美元,今年以来下跌22%。","news_type":1,"symbols_score_info":{"TSLZ":0.6,"TEST":0.6,"TSLT":0.6,"NVDA":0.6,"TLA":0.6,"TSLI":0.6,"META":0.6,"TSLS":0.6,"TSLO":0.6,"CRSH":0.6,"TSLY":0.6,"07766":0.6,"TSYY":0.6,"TSLR":0.6,"TSII":0.6,"MSFT":0.6,"TSLA":1.98,"AAPL":0.6,"TSLG":0.6,"TSDD":0.6,"JPMO":0.6,"TSLP":0.6,"TSLQ":0.6,"AMZN":0.6,"GOOG":0.6,"TSLW":0.6,"TSL":0.6,"TESL":0.6}},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495894426480728,"gmtCreate":1762099172056,"gmtModify":1762099175080,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/REPL\">$Replimune Group Inc.(REPL)$ </a> 走了","listText":"<a href=\"https://laohu8.com/S/REPL\">$Replimune Group Inc.(REPL)$ </a> 走了","text":"$Replimune Group Inc.(REPL)$ 走了","images":[{"img":"https://static.tigerbbs.com/b1cf3bf0970da4202d75c1fc2891244a","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495894426480728","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493459002454528,"gmtCreate":1761494101444,"gmtModify":1761494104832,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看好tsla冲击上方无压力区","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看好tsla冲击上方无压力区","text":"$特斯拉(TSLA)$ 看好tsla冲击上方无压力区","images":[{"img":"https://static.tigerbbs.com/592c7eb7905eefdc8a938f03d23db2f6","width":"874","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493459002454528","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":490487794262160,"gmtCreate":1760774234918,"gmtModify":1760775437611,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$ </a> 拿的太久了,舍不得割,当对冲吧。","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$ </a> 拿的太久了,舍不得割,当对冲吧。","text":"$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 拿的太久了,舍不得割,当对冲吧。","images":[{"img":"https://static.tigerbbs.com/9649298e48f6ffcfdf3d1cf174c0d9f5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/490487794262160","isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"5166531553792","authorId":"5166531553792","name":"房大卫","avatar":"https://static.tigerbbs.com/7870f9b68b7b5f63ffd9738406bcfc3c","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"5166531553792","idStr":"5166531553792"},"content":"covered call吧,隐含波动率那么高","text":"covered call吧,隐含波动率那么高","html":"covered call吧,隐含波动率那么高"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":485651216573136,"gmtCreate":1759595982888,"gmtModify":1759751030720,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 如果再异动冲高,可以卖出保护性高的call,准备落袋为安。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 如果再异动冲高,可以卖出保护性高的call,准备落袋为安。","text":"$CoreWeave, Inc.(CRWV)$ 如果再异动冲高,可以卖出保护性高的call,准备落袋为安。","images":[{"img":"https://static.tigerbbs.com/0090c15e3e3afe80b00defbfa9051a2d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485651216573136","isVote":1,"tweetType":1,"viewCount":5056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":485590313222504,"gmtCreate":1759581293121,"gmtModify":1759581295770,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"波斯拉没了马斯克,股价先回归100,后面再看业绩评估","listText":"波斯拉没了马斯克,股价先回归100,后面再看业绩评估","text":"波斯拉没了马斯克,股价先回归100,后面再看业绩评估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485590313222504","repostId":"2572572558","repostType":2,"repost":{"id":"2572572558","kind":"news","pubTimestamp":1759474320,"share":"https://www.laohu8.com/m/news/2572572558?lang=zh_CN&edition=full","pubTime":"2025-10-03 14:52","market":"us","language":"zh","title":"马斯克万亿美元天价薪酬方案遭遇挑战!特斯拉股东团体抗议董事会治理不力","url":"https://stock-news.laohu8.com/highlight/detail?id=2572572558","media":"智通财经","summary":"上月,特斯拉董事会提出了首席执行官埃隆·马斯克1万亿美元的薪酬计划,称其为史上最大企业薪酬方案,设定了雄心勃勃的业绩目标,旨在回应马斯克要求获得公司更大控制权的诉求。针对周四的公开信,特斯拉在X平台发帖回应称,该绩效激励计划将马斯克的薪酬与\"数万亿美元\"的股东价值创造绑定。而马斯克此前已公开表示,希望持有这一比例的股份。","content":"<html><head></head><body><p>周四提交给监管机构的一份文件显示,包括SOC投资集团和几位州官员在内的一群<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东敦促投资者在公司11月的会议上投票反对埃隆·马斯克1万亿美元的薪酬方案。</p><p>该联盟在致特斯拉股东的公开信中呼吁投资者反对伊拉·埃伦普雷兹、乔·格比亚和凯瑟琳·威尔逊-汤普森三位董事的连任。联盟成员还包括内华达州、新墨西哥州和康涅狄格州的财政厅长。</p><p>该团体指责董事会"不遗余力"地挽留马斯克,称这拖延了上次年度会议设定的关键目标的进展,并指出公司运营和财务业绩下滑,且"未能对管理层进行有意义的实时监督"。</p><p>尽管周四公布了创纪录的季度交付量,但特斯拉仍面临担忧:美国电动汽车税收抵免政策的到期可能导致购车热潮消退。</p><p>上月,特斯拉董事会提出了首席执行官埃隆·马斯克1万亿美元的薪酬计划,称其为史上最大企业薪酬方案,设定了雄心勃勃的业绩目标,旨在回应马斯克要求获得公司更大控制权的诉求。</p><p>反对该方案的政府官员包括纽约市审计长布拉德·兰德,他长期批评特斯拉董事会及其对埃隆·马斯克的监督。虽然纽约市养老基金并非特斯拉等大公司的顶级股东,但兰德及其团队常参与聚焦年度会议辩论的改革活动。其审计长任期将于2026年1月1日结束。</p><p>针对周四的公开信,特斯拉在X平台发帖回应称,该绩效激励计划将马斯克的薪酬与"数万亿美元"的股东价值创造绑定。"如果埃隆·马斯克未达成业绩目标,他将一无所获,"公司表示。</p><p>9月初,特斯拉为首席执行官埃隆·马斯克(Elon Musk)拟定了一份新薪酬协议,潜在价值约1万亿美元——这一巨额方案在美国企业史上尚无先例。</p><p>这份期待已久的方案旨在激励马斯克未来数年继续领导特斯拉,其中设定了一系列极具挑战性的业绩基准,唯有全部达成,他才能获得全额报酬。这些目标包括拓展特斯拉的自动驾驶出租车(robotaxi)业务,以及将公司市值从目前的约1万亿美元提升至至少8.5万亿美元,方案有效期为10年。</p><p>根据特斯拉提交的委托代理文件中详述的条款,若马斯克能获得协议中的额外股份,他在这家电动汽车制造商的持股比例将至少提升至25%。而马斯克此前已公开表示,希望持有这一比例的股份。</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>马斯克万亿美元天价薪酬方案遭遇挑战!特斯拉股东团体抗议董事会治理不力</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马斯克万亿美元天价薪酬方案遭遇挑战!特斯拉股东团体抗议董事会治理不力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 14:52 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352096.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四提交给监管机构的一份文件显示,包括SOC投资集团和几位州官员在内的一群特斯拉股东敦促投资者在公司11月的会议上投票反对埃隆·马斯克1万亿美元的薪酬方案。该联盟在致特斯拉股东的公开信中呼吁投资者反对伊拉·埃伦普雷兹、乔·格比亚和凯瑟琳·威尔逊-汤普森三位董事的连任。联盟成员还包括内华达州、新墨西哥州和康涅狄格州的财政厅长。该团体指责董事会\"不遗余力\"地挽留马斯克,称这拖延了上次年度会议设定的关键...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352096.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/072c968b365f388646563804246ec367","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352096.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572572558","content_text":"周四提交给监管机构的一份文件显示,包括SOC投资集团和几位州官员在内的一群特斯拉股东敦促投资者在公司11月的会议上投票反对埃隆·马斯克1万亿美元的薪酬方案。该联盟在致特斯拉股东的公开信中呼吁投资者反对伊拉·埃伦普雷兹、乔·格比亚和凯瑟琳·威尔逊-汤普森三位董事的连任。联盟成员还包括内华达州、新墨西哥州和康涅狄格州的财政厅长。该团体指责董事会\"不遗余力\"地挽留马斯克,称这拖延了上次年度会议设定的关键目标的进展,并指出公司运营和财务业绩下滑,且\"未能对管理层进行有意义的实时监督\"。尽管周四公布了创纪录的季度交付量,但特斯拉仍面临担忧:美国电动汽车税收抵免政策的到期可能导致购车热潮消退。上月,特斯拉董事会提出了首席执行官埃隆·马斯克1万亿美元的薪酬计划,称其为史上最大企业薪酬方案,设定了雄心勃勃的业绩目标,旨在回应马斯克要求获得公司更大控制权的诉求。反对该方案的政府官员包括纽约市审计长布拉德·兰德,他长期批评特斯拉董事会及其对埃隆·马斯克的监督。虽然纽约市养老基金并非特斯拉等大公司的顶级股东,但兰德及其团队常参与聚焦年度会议辩论的改革活动。其审计长任期将于2026年1月1日结束。针对周四的公开信,特斯拉在X平台发帖回应称,该绩效激励计划将马斯克的薪酬与\"数万亿美元\"的股东价值创造绑定。\"如果埃隆·马斯克未达成业绩目标,他将一无所获,\"公司表示。9月初,特斯拉为首席执行官埃隆·马斯克(Elon Musk)拟定了一份新薪酬协议,潜在价值约1万亿美元——这一巨额方案在美国企业史上尚无先例。这份期待已久的方案旨在激励马斯克未来数年继续领导特斯拉,其中设定了一系列极具挑战性的业绩基准,唯有全部达成,他才能获得全额报酬。这些目标包括拓展特斯拉的自动驾驶出租车(robotaxi)业务,以及将公司市值从目前的约1万亿美元提升至至少8.5万亿美元,方案有效期为10年。根据特斯拉提交的委托代理文件中详述的条款,若马斯克能获得协议中的额外股份,他在这家电动汽车制造商的持股比例将至少提升至25%。而马斯克此前已公开表示,希望持有这一比例的股份。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483486641418272,"gmtCreate":1759067767706,"gmtModify":1759067771503,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20251003 435.0 CALL SELL 1 | TSLA BUY 100\">$特斯拉 备兑 251003 CALL 435.0$</a> 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开仓实值备兑期权做下行保护至408,也是短期破位走空点。","images":[{"img":"https://static.tigerbbs.com/3f6e5d4d52ec653919620476fc4e1b25","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483486641418272","isVote":1,"tweetType":1,"viewCount":4693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481728297345272,"gmtCreate":1758633209663,"gmtModify":1758634257383,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"牛逼,含泪把好公司卖给投资者","listText":"牛逼,含泪把好公司卖给投资者","text":"牛逼,含泪把好公司卖给投资者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481728297345272","repostId":"1120410585","repostType":2,"repost":{"id":"1120410585","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1758586817,"share":"https://www.laohu8.com/m/news/1120410585?lang=zh_CN&edition=full","pubTime":"2025-09-23 08:20","market":"us","language":"zh","title":"CoreWeave, Inc. 董事 Magnetar Financial LLC 减持257,411股","url":"https://stock-news.laohu8.com/highlight/detail?id=1120410585","media":"老虎公告助手","summary":"根据2025年9月19日的Form 4报告,CoreWeave, Inc.的董事Magnetar Financial LLC进行了多次股票出售,总计出售了257,411股公司A类普通股票。交易均为间接持有的股份,股份出售价格在$121.9到$128.82之间。董事的密集出售可能预示对公司股价上涨空间的有限信心,投资者应对此保持警惕。","content":"根据2025年9月19日的Form 4报告,CoreWeave, Inc.的董事Magnetar Financial LLC进行了多次股票出售,总计出售了257,411股公司A类普通股票。交易均为间接持有的股份,股份出售价格在$121.9到$128.82之间。董事的密集出售可能预示对公司股价上涨空间的有限信心,投资者应对此保持警惕。","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>CoreWeave, Inc. 董事 Magnetar Financial LLC 减持257,411股</title>\n<style 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4报告,CoreWeave, Inc.的董事Magnetar Financial LLC进行了多次股票出售,总计出售了257,411股公司A类普通股票。交易均为间接持有的股份,股份出售价格在$121.9到$128.82之间。董事的密集出售可能预示对公司股价上涨空间的有限信心,投资者应对此保持警惕。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120410585","content_text":"根据2025年9月19日的Form 4报告,CoreWeave, Inc.的董事Magnetar Financial LLC进行了多次股票出售,总计出售了257,411股公司A类普通股票。交易均为间接持有的股份,股份出售价格在$121.9到$128.82之间。董事的密集出售可能预示对公司股价上涨空间的有限信心,投资者应对此保持警惕。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":3303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480978168533104,"gmtCreate":1758450377544,"gmtModify":1758452559018,"author":{"id":"3559015708261748","authorId":"3559015708261748","name":"KK不是猫","avatar":"https://static.tigerbbs.com/da53f112d9fbe4b440e75eb948e14cd3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559015708261748","idStr":"3559015708261748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/REPL\">$Replimune Group Inc.(REPL)$ </a> 有所期待","listText":"<a href=\"https://laohu8.com/S/REPL\">$Replimune Group Inc.(REPL)$ </a> 有所期待","text":"$Replimune Group Inc.(REPL)$ 有所期待","images":[{"img":"https://static.tigerbbs.com/4bc445415dd41dc651907dfee19e5596","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480978168533104","isVote":1,"tweetType":1,"viewCount":2886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}