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Johnsonk
Johnsonk
·
05-13 22:20
$特斯拉(TSLA)$
上海三期地皮待批，准备生产机器人
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Johnsonk
Johnsonk
·
05-11 22:18
**报道
特斯拉(TSLA)盘初下跌1.87% ４月在华零售销量环比下降53.74%
金吾财讯 | 特斯拉(TSLA)盘初走低，截至发稿，报420.44美元，下跌1.87%，成交额44.7亿美元。消息面上，据中国乘用车协会(CPCA)周一发布的数据，特斯拉4月在中国的零售销量为25,956辆，较去年同期下降了9.66%，且为连续第二个月同比下滑。与3月份销售的56,107辆相比，特斯拉4月在中国的零售销量骤降53.74%。
特斯拉(TSLA)盘初下跌1.87% ４月在华零售销量环比下降53.74%
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Johnsonk
Johnsonk
·
04-23
一般这种情况，下个月就要创新高
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Johnsonk
Johnsonk
·
04-21
热泵，几万？有具体的金额么？张口就来
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Johnsonk
Johnsonk
·
04-16
急成这样也是难为你了
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Johnsonk
Johnsonk
·
04-16
知道怕就行了 准备准备平仓吧
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Johnsonk
Johnsonk
·
04-07
当年没让他发行，记到现在
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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Johnsonk
Johnsonk
·
02-27
你非要自己骗自己，那也没有办法
10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？
约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。显然，目前的天平，正重重地倾向Waymo一端。
10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？
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Johnsonk
Johnsonk
·
02-17
体验过国内自动驾驶后，其他车企想实现，简直是在做梦
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Johnsonk
Johnsonk
·
02-17
假数据是张口就来
马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%
快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。
马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%
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22:12</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)盘初走低，截至发稿，报420.44美元，下跌1.87%，成交额44.7亿美元。消息面上，据中国乘用车协会(CPCA)周一发布的数据，特斯拉4月在中国的零售销量为25,956辆，较去年同期下降了9.66%，且为连续第二个月同比下滑。与3月份销售的56,107辆相比，特斯拉4月在中国的零售销量骤降53.74%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","BK4585":"ETF&股票定投概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4555":"新能源车","LU1066051498.USD":"HSBC GIF 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特斯拉(TSLA)盘初走低，截至发稿，报420.44美元，下跌1.87%，成交额44.7亿美元。消息面上，据中国乘用车协会(CPCA)周一发布的数据，特斯拉4月在中国的零售销量为25,956辆，较去年同期下降了9.66%，且为连续第二个月同比下滑。与3月份销售的56,107辆相比，特斯拉4月在中国的零售销量骤降53.74%。","news_type":1,"symbols_score_info":{"TSLW":0.6,"TSLY":0.6,"TSDD":0.6,"TSLO":0.6,"TSL":0.6,"TESL":0.6,"NVDA":0.6,"AAPL":0.6,"07766":0.6,"TSII":0.6,"TSLP":0.6,"TLA":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLA":1.98,"TSLG":0.6,"TSYY":0.6,"TEST":0.6,"TSLS":0.6,"MSFT":0.6,"GOOG":0.6,"TSLZ":0.6,"TSLR":0.6,"META":0.6,"TSLT":0.6,"AMZN":0.6,"TSLI":0.6}},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556716460529808,"gmtCreate":1776945683570,"gmtModify":1776945686142,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"一般这种情况，下个月就要创新高","listText":"一般这种情况，下个月就要创新高","text":"一般这种情况，下个月就要创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556716460529808","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555999830466640,"gmtCreate":1776770643879,"gmtModify":1776770646264,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"热泵，几万？有具体的金额么？张口就来","listText":"热泵，几万？有具体的金额么？张口就来","text":"热泵，几万？有具体的金额么？张口就来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555999830466640","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554182991735072,"gmtCreate":1776333224494,"gmtModify":1776333226843,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"急成这样也是难为你了","listText":"急成这样也是难为你了","text":"急成这样也是难为你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554182991735072","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554098376814864,"gmtCreate":1776312488561,"gmtModify":1776312491592,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"知道怕就行了 准备准备平仓吧","listText":"知道怕就行了 准备准备平仓吧","text":"知道怕就行了 准备准备平仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554098376814864","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551015087248120,"gmtCreate":1775546999819,"gmtModify":1775547002069,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"当年没让他发行，记到现在","listText":"当年没让他发行，记到现在","text":"当年没让他发行，记到现在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/551015087248120","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":"hk","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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}\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":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLZ":"2倍做空TSLA ETF-T-Rex","SG9999002232.USD":"Allianz Global High Payout USD","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4550":"红杉资本持仓","BK4588":"碎股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC 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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":{"TSLY":0.6,"AMZN":0.6,"NVDA":0.6,"TSLI":0.6,"TSDD":0.6,"CRSH":0.6,"TSLP":0.6,"TEST":0.6,"TSLZ":0.6,"TSYY":0.6,"TSLG":0.6,"TSLT":0.6,"07766":0.6,"GOOG":0.6,"MSFT":0.6,"TLA":0.6,"JPMO":0.6,"TESL":0.6,"TSII":0.6,"TSLA":1.98,"TSL":0.6,"TSLO":0.6,"TSLS":0.6,"AAPL":0.6,"TSLR":0.6,"TSLQ":0.6,"TSLW":0.6,"META":0.6}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":11,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"一个笨蛋分析师，投资回报率是-1.6%","text":"一个笨蛋分析师，投资回报率是-1.6%","html":"一个笨蛋分析师，投资回报率是-1.6%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537005272646040,"gmtCreate":1772125775069,"gmtModify":1772125777386,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"你非要自己骗自己，那也没有办法","listText":"你非要自己骗自己，那也没有办法","text":"你非要自己骗自己，那也没有办法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/537005272646040","repostId":"2614202967","repostType":2,"repost":{"id":"2614202967","kind":"news","pubTimestamp":1772121691,"share":"https://www.laohu8.com/m/news/2614202967?lang=zh_CN&edition=full","pubTime":"2026-02-27 00:01","market":"us","language":"zh","title":"10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614202967","media":"汽车产业前线观察","summary":"约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。显然，目前的天平，正重重地倾向Waymo一端。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260227001215979v163wae8fbji02i\"/><p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座<a href=\"https://laohu8.com/S/300778\">新城市</a>开放服务时，另一个名字却显得格格不入——<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。</p><p><strong>01. 扩张：从“试点”到“常态”的加速</strong></p><p>Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。</p><p>数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单；而到了2025年底，这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标：今年年底前，周订单量突破100万单，并将业务拓展至全球至少20座城市。</p><p>本周的扩张公告中，达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是，这次官宣中只字未提<a href=\"https://laohu8.com/S/UBER\">优步</a>（Uber）。此前，Waymo部分车辆需通过优步平台呼叫，但如今看来，Waymo似乎已底气十足地认为：<strong>自己完全有能力独立实现规模化，无需他人搀扶。</strong></p><p><strong>02. 对比：马斯克的“预期”与现实的“骨感”</strong></p><p>将目光转向特斯拉，画面则截然不同。去年夏天，特斯拉的无人驾驶出租车服务终于在奥斯汀上线，但随后的规模化进程却缓慢得令人咋舌。</p><p><strong>约 3000 辆</strong>Waymo 当前运营车辆</p><p><strong>仅 44 辆</strong>特斯拉奥斯汀运营车辆</p><p>据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月，马斯克曾信誓旦旦地预测：到2025年底，特斯拉将在奥斯汀部署500辆无人车，甚至覆盖美国半数人口。然而现实是，该公司仍仅在奥斯汀运营着寥寥无几的Model Y，且多次未能兑现类似承诺。</p><p>更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。在自动驾驶领域，“有安全员”和“无安全员”之间，隔着整个商业模式的鸿沟。</p><p><strong>03. 隐忧：规模化的挑战从未停止</strong></p><p>当然，Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规，以及在新市场搭建车队管理、充电体系的重任，Waymo仍需如履薄冰。</p><p>此外，安全问题始终是悬在头顶的达摩克利斯之剑。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事，将规模扩大到数千辆并确保绝对安全，则是另一番挑战。</p><p>“特斯拉支持者常辩称，凭借庞大的保有量和纯视觉方案，其规模化能力将超越Waymo。或许未来某天他们会被证明是对的，但从当下的时间轴来看，实际发展趋势却截然相反。”</p><p><strong>结语：实干与口号的终极较量</strong></p><p>自动驾驶的下半场，不再是比谁的发布会更炫酷，而是比谁的车队跑得更多、更稳、更安全。</p><p>Waymo用10座城市的实地运营证明了“渐进式路线”的可行性，而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中，时间和里程数是最公正的裁判。</p><p>对于普通用户而言，谁能真正提供安全、便捷的无人出行服务，谁就是赢家。显然，目前的天平，正重重地倾向Waymo一端。</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>10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？</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\">\n10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 00:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时，另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张：从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&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":{"CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614202967","content_text":"就在本周二，当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时，另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张：从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单；而到了2025年底，这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标：今年年底前，周订单量突破100万单，并将业务拓展至全球至少20座城市。本周的扩张公告中，达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是，这次官宣中只字未提优步（Uber）。此前，Waymo部分车辆需通过优步平台呼叫，但如今看来，Waymo似乎已底气十足地认为：自己完全有能力独立实现规模化，无需他人搀扶。02. 对比：马斯克的“预期”与现实的“骨感”将目光转向特斯拉，画面则截然不同。去年夏天，特斯拉的无人驾驶出租车服务终于在奥斯汀上线，但随后的规模化进程却缓慢得令人咋舌。约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月，马斯克曾信誓旦旦地预测：到2025年底，特斯拉将在奥斯汀部署500辆无人车，甚至覆盖美国半数人口。然而现实是，该公司仍仅在奥斯汀运营着寥寥无几的Model Y，且多次未能兑现类似承诺。更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。在自动驾驶领域，“有安全员”和“无安全员”之间，隔着整个商业模式的鸿沟。03. 隐忧：规模化的挑战从未停止当然，Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规，以及在新市场搭建车队管理、充电体系的重任，Waymo仍需如履薄冰。此外，安全问题始终是悬在头顶的达摩克利斯之剑。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事，将规模扩大到数千辆并确保绝对安全，则是另一番挑战。“特斯拉支持者常辩称，凭借庞大的保有量和纯视觉方案，其规模化能力将超越Waymo。或许未来某天他们会被证明是对的，但从当下的时间轴来看，实际发展趋势却截然相反。”结语：实干与口号的终极较量自动驾驶的下半场，不再是比谁的发布会更炫酷，而是比谁的车队跑得更多、更稳、更安全。Waymo用10座城市的实地运营证明了“渐进式路线”的可行性，而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中，时间和里程数是最公正的裁判。对于普通用户而言，谁能真正提供安全、便捷的无人出行服务，谁就是赢家。显然，目前的天平，正重重地倾向Waymo一端。","news_type":1,"symbols_score_info":{"TSLR":0.6,"TSLZ":0.6,"CRSH":0.6,"TLA":0.6,"TSDD":0.6,"TSLY":0.6,"TSLP":0.6,"07766":0.6,"TSLI":0.6,"TSLS":0.6,"TSLO":0.6,"TESL":0.6,"TSYY":0.6,"TSLA":1.91,"TSLT":0.6,"TSL":0.6,"TSII":0.6,"TSLQ":0.6,"TSLW":0.6,"TEST":0.6,"TSLG":0.6}},"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548965887849927","authorId":"3548965887849927","name":"yifannafiy","avatar":"https://static.tigerbbs.com/b74f50f8831724d4755944ec42127d83","crmLevel":5,"crmLevelSwitch":0,"idStr":"3548965887849927","authorIdStr":"3548965887849927"},"content":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","text":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","html":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽"},{"author":{"id":"4089292669533110","authorId":"4089292669533110","name":"无妨_6288","avatar":"https://static.tigerbbs.com/5e6c1aa128ea2d5db1ebd583ea79c727","crmLevel":8,"crmLevelSwitch":1,"idStr":"4089292669533110","authorIdStr":"4089292669533110"},"content":"你再吹老马也不会理你，反而觉得你是个小丑🤡","text":"你再吹老马也不会理你，反而觉得你是个小丑🤡","html":"你再吹老马也不会理你，反而觉得你是个小丑🤡"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533785518686256,"gmtCreate":1771339699139,"gmtModify":1771339701673,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","listText":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","text":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/533785518686256","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533669725324920,"gmtCreate":1771309546816,"gmtModify":1771309549398,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"title":"","htmlText":"假数据是张口就来","listText":"假数据是张口就来","text":"假数据是张口就来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533669725324920","repostId":"2612439470","repostType":2,"repost":{"id":"2612439470","kind":"news","pubTimestamp":1771298801,"share":"https://www.laohu8.com/m/news/2612439470?lang=zh_CN&edition=full","pubTime":"2026-02-17 11:26","market":"us","language":"zh","title":"马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612439470","media":"快科技","summary":"快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。","content":"<html><body><article><p>快科技2月17日消息，今天，据报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。</p><p><strong>其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。</strong></p><p>马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，<strong>目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。</strong></p><p>奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。</p><p><strong>在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。</strong></p><p>且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。</p><p>安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，<strong>碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。</strong></p><p>马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260217113805666d152wkc0o5p2dvt\"/></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>马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%</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马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 11:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与...</p>\n\n<a 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Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。","news_type":1,"symbols_score_info":{"TSLQ":0.6,"TSYY":0.6,"TESL":0.6,"TSLI":0.6,"TSLY":0.6,"TSLW":0.6,"TSLR":0.6,"TSLT":0.6,"TSDD":0.6,"TSLP":0.6,"TSLA":1.98,"07766":0.6,"UFO":0.6,"TSLG":0.6,"TSL":0.6,"CRSH":0.6,"TSLS":0.6,"TSLO":0.6,"TSII":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}