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tom33
tom33
·
09-07
转你春代，封闭市场，自己玩自己，自己坑自己
全球AI交易过于拥挤，海外资金悄然转向中国股市
全球投资者正将目光转向中国股票衍生品市场，以寻求分散过度集中于韩国和日本AI交易的风险敞口。瑞银则在近期报告中将沪深500指数列为全球AI投资者寻求多元化配置的替代选项。"瑞银销售与交易部门8月30日的记录显示，当周亚洲最大规模的衍生品资金流向来自对中国沪深指数的看涨押注，其中包括多笔集中于沪深300和沪深500的大额多头掉期申请，以及上行期权结构交易。
全球AI交易过于拥挤，海外资金悄然转向中国股市
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tom33
tom33
·
09-01
骗子公司永远说超30000台
小米汽车：8月，小米汽车交付量持续超过30000台
2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。
小米汽车：8月，小米汽车交付量持续超过30000台
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tom33
tom33
·
09-01
30000万台你都信？左手倒右手
小米汽车：8月，小米汽车交付量持续超过30000台
2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。
小米汽车：8月，小米汽车交付量持续超过30000台
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tom33
tom33
·
05-21
用把口来超越[弱] [弱] [弱] [弱]
马斯克的星链并非神话！长光卫星贾宏光预言：中国商业航天8年超越
快科技5月20日消息，近日，长光卫星创始人之一贾宏光在做客某访谈对话节目时，谈及与马斯克SpaceX的差距。他直言：星链并非神话，8年内中国商业航天全面超越马斯克。凭借相对低廉的发射成本和强大的运力，星链卫星得以实现高频次发射，一次发射即可将几十颗卫星送入太空，这也正是贾宏光所提及的、中国商业航天需要重点追赶的核心优势所在。
马斯克的星链并非神话！长光卫星贾宏光预言：中国商业航天8年超越
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tom33
tom33
·
05-21
弱智小便，井底之蛙，永远活在井底，反过来说[弱] [弱] [弱]
SpaceX的IPO将打造第二只马斯克概念股，这对特斯拉来说是一个麻烦
事实上，特斯拉和SpaceX之间看似固有的竞争，正是马斯克据传正考虑将两家公司合并的关键原因。然而，SpaceX在许多方面有所不同。按照吉尔伯特的说法，SpaceX的最终市值甚至可能超过特斯拉。这位对特斯拉评级为“跑输大盘”的分析师在上月给客户的报告中写道，SpaceX的IPO将“‘分流’支持马斯克的散户股东基础”，从而对该股构成压力。
SpaceX的IPO将打造第二只马斯克概念股，这对特斯拉来说是一个麻烦
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tom33
tom33
·
05-06
太少了，应该吹够80万台[弱] [弱] [弱] [弱]
小米汽车：新一代SU7上市仅48天，锁单已超过80000台
锁单已超过80000台。
小米汽车：新一代SU7上市仅48天，锁单已超过80000台
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tom33
tom33
·
04-10
$特斯拉(TSLA)$
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tom33
tom33
·
04-02
东风小康赛力斯生产垃圾小米输妻？小便？[弱] [弱] [弱]
小米新SU7，逼急特斯拉
21世纪经济报道记者易思琳3月19日，在距离北京1700公里之外的重庆赛力斯总部，营销部门、车型部门等相关同事到了下班点都没有离开公司，而是一起组织了一场新一代SU7上市观摩会。新一代SU7和主打SUV的问界，用户群并不重合，也不算直接竞品。“只要是小米的产品我们都会跟进。”一位问界的内部人员告诉21世纪经济报道记者，他们主要学习小米怎么做销售权益、做产品的价值对比。
小米新SU7，逼急特斯拉
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tom33
tom33
·
03-03
$小米集团-W(01810)$
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tom33
tom33
·
02-11
说说你对这篇新闻的看法...
港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市
2月11日，$小米集团-W$涨超4%，新一代SU7预计4月份上市消息面上，2月10日晚间，$小米$集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄$小米$汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。
港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市
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style=\"text-align: justify;\">衡量沪深300期权价格的隐含波动率已回落至近一年均值附近，令衍生品交易的性价比显著提升。</p><p style=\"text-align: justify;\">美国银行亚太股票衍生品研究主管Lars Naeckter表示，"现在是理想的交易时机，因为市场情绪仍偏谨慎。"他推荐在沪深1000上构建看涨价差策略，并指出，"相比直接买入现货或期货，期权更为合理，尤其是在定价有利的情况下。催化剂终将出现，在行情启动前提前布局，往往比事后追涨成本更低。"</p><h2 id=\"id_3870977605\">多家机构交易台观察到明显资金流入</h2><p style=\"text-align: justify;\">巴克莱方面表示，其交易台正观察到客户对境内指数看涨价差策略的兴趣持续上升，多数投资者倾向于布局渐进式上涨行情，而非押注急速拉升。巴克莱亚太股票流量衍生品销售主管Kaanhari Singh指出，沪深300和沪深500的超额收益交易相较近期历史同样具有吸引力。</p><p style=\"text-align: justify;\">"近几个月来，我们看到投资者对中国A股上行策略的兴趣持续增长，"Singh表示，"部分原因在于，随着全球市场最拥挤主题的估值和回报预期受到质疑，投资者正寻求多元化的股票收益来源。"</p><p style=\"text-align: justify;\">瑞银销售与交易部门8月30日的记录显示，当周亚洲最大规模的衍生品资金流向来自对中国沪深指数的看涨押注，其中包括多笔集中于沪深300和沪深500的大额多头掉期申请，以及上行期权结构交易。</p><h2 id=\"id_1104123267\">科技板块权重提升，强化中国指数吸引力</h2><p style=\"text-align: justify;\">法国巴黎银行指出，科技板块在中国主要指数中权重的持续提升，正成为吸引国际资金的重要因素，背后驱动力在于政府大力推动科技自主可控。目前，科技已成为沪深300指数中权重最高的行业，在中小盘的沪深500和沪深1000指数中的占比也在持续扩大。</p><p style=\"text-align: justify;\">法国巴黎银行亚太股票及衍生品策略主管Jason Lui表示，"中国境内市场提供了与全球AI交易截然不同的风险敞口，因为中国拥有自己独立的科技生态系统，与全球AI交易形成天然的多元化互补。目前相对可控的波动率特征，也进一步鼓励境内外机构投资者加大中期资产配置。"</p><p style=\"text-align: justify;\">在美国市场，上周五亦有交易者大举买入KraneShares CSI中国互联网基金（KWEB）的看涨期权，押注该基金价格回归年内早些时候的水平。</p></body></html>","source":"sina","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>全球AI交易过于拥挤，海外资金悄然转向中国股市</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全球AI交易过于拥挤，海外资金悄然转向中国股市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-07 06:25 北京时间 <a href=https://finance.sina.com.cn/roll/2026-09-06/doc-iniqwwyt0001646.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱、瑞银、美银等机构交易台观察到，客户对挂钩沪深指数的看涨期权与掉期需求持续升温。背后逻辑是：韩日AI交易估值高企引发警惕，而中国期权隐含波动率已回落至近一年均值，科技板块权重持续扩大——入场窗口或已悄然开启。全球投资者正将目光转向中国股票衍生品市场，以寻求分散过度集中于韩国和日本AI交易的风险敞口。近期巴克莱、瑞银等多家机构的交易部门观察到，客户对挂钩中国沪深指数的看涨期权及掉期合约的需求...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-09-06/doc-iniqwwyt0001646.shtml\">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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"82822":"南方A50—R","82823":"安硕A50—R","82843":"东汇A50—R","399001":"深证成指","399006":"创业板指","YXI":"ProShares做空FTSE中国50ETF","000001.SH":"上证指数","ASHR":"德银沪深300指数ETF","ASHS":"德银沪深中证500指数ETF","BK4585":"ETF&股票定投概念","03147":"X南方中创业","02843":"东汇A50","FXP":"二倍做空富时中国50ETF-ProShares","07234":"博时两倍做多中国创业板","YANG":"三倍做空富时中国ETF-Direxion","XPP":"二倍做多富时中国50ETF(ProShares)","BK4588":"碎股","02822":"南方A50","02823":"安硕A50","CHAU":"2倍做多沪深300ETF-Direxion","KWEB":"中国海外互联网ETF-KraneShares","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","FLCH":"Franklin FTSE China ETF","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"https://finance.sina.com.cn/roll/2026-09-06/doc-iniqwwyt0001646.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2665364035","content_text":"巴克莱、瑞银、美银等机构交易台观察到，客户对挂钩沪深指数的看涨期权与掉期需求持续升温。背后逻辑是：韩日AI交易估值高企引发警惕，而中国期权隐含波动率已回落至近一年均值，科技板块权重持续扩大——入场窗口或已悄然开启。全球投资者正将目光转向中国股票衍生品市场，以寻求分散过度集中于韩国和日本AI交易的风险敞口。近期巴克莱、瑞银等多家机构的交易部门观察到，客户对挂钩中国沪深指数的看涨期权及掉期合约的需求持续升温。与此同时，越来越多的策略师开始推荐通过衍生品工具布局中国股市，尤其聚焦中小盘板块。市场人士认为，这一趋势折射出全球资金对部分热门主题估值偏高的担忧，以及对多元化收益来源的迫切需求。法国巴黎银行和美国银行指出，推动中国股市的核心逻辑包括：持续推进的资本市场改革为慢牛行情提供支撑、科技自主可控进程加速，以及硬件板块盈利前景改善。瑞银则在近期报告中将沪深500指数列为全球AI投资者寻求多元化配置的替代选项。期权定价回落，入场时机趋于有利衡量沪深300期权价格的隐含波动率已回落至近一年均值附近，令衍生品交易的性价比显著提升。美国银行亚太股票衍生品研究主管Lars Naeckter表示，\"现在是理想的交易时机，因为市场情绪仍偏谨慎。\"他推荐在沪深1000上构建看涨价差策略，并指出，\"相比直接买入现货或期货，期权更为合理，尤其是在定价有利的情况下。催化剂终将出现，在行情启动前提前布局，往往比事后追涨成本更低。\"多家机构交易台观察到明显资金流入巴克莱方面表示，其交易台正观察到客户对境内指数看涨价差策略的兴趣持续上升，多数投资者倾向于布局渐进式上涨行情，而非押注急速拉升。巴克莱亚太股票流量衍生品销售主管Kaanhari Singh指出，沪深300和沪深500的超额收益交易相较近期历史同样具有吸引力。\"近几个月来，我们看到投资者对中国A股上行策略的兴趣持续增长，\"Singh表示，\"部分原因在于，随着全球市场最拥挤主题的估值和回报预期受到质疑，投资者正寻求多元化的股票收益来源。\"瑞银销售与交易部门8月30日的记录显示，当周亚洲最大规模的衍生品资金流向来自对中国沪深指数的看涨押注，其中包括多笔集中于沪深300和沪深500的大额多头掉期申请，以及上行期权结构交易。科技板块权重提升，强化中国指数吸引力法国巴黎银行指出，科技板块在中国主要指数中权重的持续提升，正成为吸引国际资金的重要因素，背后驱动力在于政府大力推动科技自主可控。目前，科技已成为沪深300指数中权重最高的行业，在中小盘的沪深500和沪深1000指数中的占比也在持续扩大。法国巴黎银行亚太股票及衍生品策略主管Jason Lui表示，\"中国境内市场提供了与全球AI交易截然不同的风险敞口，因为中国拥有自己独立的科技生态系统，与全球AI交易形成天然的多元化互补。目前相对可控的波动率特征，也进一步鼓励境内外机构投资者加大中期资产配置。\"在美国市场，上周五亦有交易者大举买入KraneShares CSI中国互联网基金（KWEB）的看涨期权，押注该基金价格回归年内早些时候的水平。","news_type":1,"symbols_score_info":{"82822":0.6,"82823":0.6,"82843":0.6,"399001":2,"399006":2,"FXP":0.6,"02822":0.6,"03147":0.6,"07234":0.6,"YINN":0.6,"02843":0.6,"FLCH":0.6,"CHAU":1.86,"ASHS":0.6,"XPP":0.6,"YANG":0.6,"ASHR":0.6,"YXI":0.6,"KWEB":1.91,"CWEB":1.85,"02823":0.6,"000001.SH":2}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602887598572584,"gmtCreate":1788226409503,"gmtModify":1788226411506,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"骗子公司永远说超30000台","listText":"骗子公司永远说超30000台","text":"骗子公司永远说超30000台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602887598572584","repostId":"2664881718","repostType":2,"repost":{"id":"2664881718","kind":"live","pubTimestamp":1788224457,"share":"https://www.laohunote.com/m/news/2664881718?lang=zh_CN&edition=full","pubTime":"2026-09-01 09:00","market":"hk","language":"zh","title":"小米汽车：8月，小米汽车交付量持续超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881718","media":"智通财经","summary":"2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2417f72675bd0a007793f2f5098474f\" data-align=\"center\" tg-width=\"1280\" tg-height=\"1706\"/><span></span></p></body></html>","source":"live_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>小米汽车：8月，小米汽车交付量持续超过30000台</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; 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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小米汽车：8月，小米汽车交付量持续超过30000台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-01 09:00 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c2417f72675bd0a007793f2f5098474f","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2664881718","content_text":"2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。","news_type":1,"symbols_score_info":{"01810":2.1}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602881505010592,"gmtCreate":1788224853988,"gmtModify":1788224855782,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"30000万台你都信？左手倒右手","listText":"30000万台你都信？左手倒右手","text":"30000万台你都信？左手倒右手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602881505010592","repostId":"2664881718","repostType":2,"repost":{"id":"2664881718","kind":"live","pubTimestamp":1788224457,"share":"https://www.laohunote.com/m/news/2664881718?lang=zh_CN&edition=full","pubTime":"2026-09-01 09:00","market":"hk","language":"zh","title":"小米汽车：8月，小米汽车交付量持续超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881718","media":"智通财经","summary":"2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2417f72675bd0a007793f2f5098474f\" data-align=\"center\" tg-width=\"1280\" tg-height=\"1706\"/><span></span></p></body></html>","source":"live_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>小米汽车：8月，小米汽车交付量持续超过30000台</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c2417f72675bd0a007793f2f5098474f","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2664881718","content_text":"2026年8月，小米汽车交付量持续超过30000台。同时，正全力为小米澎程上市交付做准备。","news_type":1,"symbols_score_info":{"01810":2.1}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196928589673072","authorId":"4196928589673072","name":"快乐的胖虎","avatar":"https://static.tigerbbs.com/a1050fbf5a12584f0945ae5137aab791","crmLevel":7,"crmLevelSwitch":1,"idStr":"4196928589673072","authorIdStr":"4196928589673072"},"content":"你这种思维呀！你一辈子都是穷光蛋。","text":"你这种思维呀！你一辈子都是穷光蛋。","html":"你这种思维呀！你一辈子都是穷光蛋。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566638297666336,"gmtCreate":1779373740476,"gmtModify":1779373743091,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"用把口来超越[弱] [弱] [弱] [弱] ","listText":"用把口来超越[弱] [弱] [弱] [弱] ","text":"用把口来超越[弱] [弱] [弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566638297666336","repostId":"2636819894","repostType":2,"repost":{"id":"2636819894","kind":"news","pubTimestamp":1779239311,"share":"https://www.laohunote.com/m/news/2636819894?lang=zh_CN&edition=full","pubTime":"2026-05-20 09:08","market":"sh","language":"zh","title":"马斯克的星链并非神话！长光卫星贾宏光预言：中国商业航天8年超越","url":"https://stock-news.laohu8.com/highlight/detail?id=2636819894","media":"快科技","summary":"快科技5月20日消息，近日，长光卫星创始人之一贾宏光在做客某访谈对话节目时，谈及与马斯克SpaceX的差距。他直言：星链并非神话，8年内中国商业航天全面超越马斯克。凭借相对低廉的发射成本和强大的运力，星链卫星得以实现高频次发射，一次发射即可将几十颗卫星送入太空，这也正是贾宏光所提及的、中国商业航天需要重点追赶的核心优势所在。","content":"<html><body><p>快科技5月20日消息，近日，长光卫星创始人之一贾宏光在做客某访谈对话节目时，谈及与马斯克SpaceX的差距。</p><p>他直言：星链并非神话，8年内中国商业航天全面超越马斯克。</p><p><strong>贾宏光首先厘清了区别：SpaceX主要做通讯卫星，把基站搬到天上；长光卫星做的是遥感卫星，负责拍照获取地面信息；此外还有导航卫星，如GPS和北斗。</strong></p><p>对于与星链的差距，他坦承数量和技术上都有：目前数量还不到人家的1/10，技术上也有差距。但这不是“人家能做我们做不了”的问题。</p><p>在他看来，马斯克的优势在于既做卫星也做发射，可回收技术让发射成本极低。这正是需要追赶的方向。</p><p>在卫星制造成本上，贾宏光表示长光卫星的性价比已经全球领先；但发射费用仍有差距，马斯克早已降到每公斤1万美元以下，我们还在攻关这一关口。</p><p>不过凭借中国的产业链和制造业优势，5到8年内实现甚至超过马斯克的指标，不是梦想。</p><p><strong>“8年内肯定比他成本还要低，肯定能超过。”贾宏光说，这不仅是他的个人判断，他和几家火箭公司老总聊过，大家普遍认为——从技术成熟度、工业基础支撑、行业发展热度来看，未来10年内全面超越是完全可以实现的。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>实际上，贾宏光所坦承的卫星数量差距，从当前星链的布局规模中可见一斑：<strong>目前，星链已在全球拥有超万颗在轨运行的活跃卫星，截至2026年初，在轨数量已达9300余颗，是全球规模最大的低轨卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>。</strong></p><p>作为马斯克SpaceX公司旗下的全球卫星宽带项目，星链的核心目标是为全球包括偏远地区在内的任何地方提供卫星宽带服务，而其能实现大规模组网，核心就在于SpaceX自主研发的猎鹰火箭。</p><p>凭借相对低廉的发射成本和强大的运力，星链卫星得以实现高频次发射，一次发射即可将几十颗卫星送入太空，这也正是贾宏光所提及的、中国商业航天需要重点追赶的核心优势所在。</p><p>更值得关注的是，依托这种规模化发射优势，SpaceX借助国际上先占先得的规则，在稀缺的低轨轨道与频谱资源上形成了事实上的垄断格局，目前其在轨卫星已占据全球低轨卫星总量的65%以上，不仅极大提高了后来者的竞争门槛，也进一步凸显了贾宏光所言追赶的必要性。</p></body></html>","source":"ifeng_tech","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>马斯克的星链并非神话！长光卫星贾宏光预言：中国商业航天8年超越</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{ 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#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马斯克的星链并非神话！长光卫星贾宏光预言：中国商业航天8年超越\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-20 09:08 北京时间 <a href=https://tech.ifeng.com/c/8tH70wK4aTh><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技5月20日消息，近日，长光卫星创始人之一贾宏光在做客某访谈对话节目时，谈及与马斯克SpaceX的差距。他直言：星链并非神话，8年内中国商业航天全面超越马斯克。贾宏光首先厘清了区别：SpaceX主要做通讯卫星，把基站搬到天上；长光卫星做的是遥感卫星，负责拍照获取地面信息；此外还有导航卫星，如GPS和北斗。对于与星链的差距，他坦承数量和技术上都有：目前数量还不到人家的1/10，技术上也有差距。但...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tH70wK4aTh\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4574":"无人驾驶","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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ACC"},"source_url":"https://tech.ifeng.com/c/8tH70wK4aTh","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636819894","content_text":"快科技5月20日消息，近日，长光卫星创始人之一贾宏光在做客某访谈对话节目时，谈及与马斯克SpaceX的差距。他直言：星链并非神话，8年内中国商业航天全面超越马斯克。贾宏光首先厘清了区别：SpaceX主要做通讯卫星，把基站搬到天上；长光卫星做的是遥感卫星，负责拍照获取地面信息；此外还有导航卫星，如GPS和北斗。对于与星链的差距，他坦承数量和技术上都有：目前数量还不到人家的1/10，技术上也有差距。但这不是“人家能做我们做不了”的问题。在他看来，马斯克的优势在于既做卫星也做发射，可回收技术让发射成本极低。这正是需要追赶的方向。在卫星制造成本上，贾宏光表示长光卫星的性价比已经全球领先；但发射费用仍有差距，马斯克早已降到每公斤1万美元以下，我们还在攻关这一关口。不过凭借中国的产业链和制造业优势，5到8年内实现甚至超过马斯克的指标，不是梦想。“8年内肯定比他成本还要低，肯定能超过。”贾宏光说，这不仅是他的个人判断，他和几家火箭公司老总聊过，大家普遍认为——从技术成熟度、工业基础支撑、行业发展热度来看，未来10年内全面超越是完全可以实现的。实际上，贾宏光所坦承的卫星数量差距，从当前星链的布局规模中可见一斑：目前，星链已在全球拥有超万颗在轨运行的活跃卫星，截至2026年初，在轨数量已达9300余颗，是全球规模最大的低轨卫星星座。作为马斯克SpaceX公司旗下的全球卫星宽带项目，星链的核心目标是为全球包括偏远地区在内的任何地方提供卫星宽带服务，而其能实现大规模组网，核心就在于SpaceX自主研发的猎鹰火箭。凭借相对低廉的发射成本和强大的运力，星链卫星得以实现高频次发射，一次发射即可将几十颗卫星送入太空，这也正是贾宏光所提及的、中国商业航天需要重点追赶的核心优势所在。更值得关注的是，依托这种规模化发射优势，SpaceX借助国际上先占先得的规则，在稀缺的低轨轨道与频谱资源上形成了事实上的垄断格局，目前其在轨卫星已占据全球低轨卫星总量的65%以上，不仅极大提高了后来者的竞争门槛，也进一步凸显了贾宏光所言追赶的必要性。","news_type":1,"symbols_score_info":{"TSLI":0.6,"TSLY":0.6,"TSL":0.6,"TSLS":0.6,"TLA":0.6,"TSLG":0.6,"TSLP":0.6,"09366":0.6,"TSLO":0.6,"07766":0.6,"07366":0.6,"CRSH":0.6,"TSII":0.6,"TEST":0.6,"TSYY":0.6,"TSLR":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLA":1.9,"09766":0.6,"TSLQ":0.6,"TSLL":0.6,"TSLT":0.6,"TESL":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566366846212280,"gmtCreate":1779307549649,"gmtModify":1779310145904,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"弱智小便，井底之蛙，永远活在井底，反过来说[弱] [弱] [弱] ","listText":"弱智小便，井底之蛙，永远活在井底，反过来说[弱] [弱] [弱] ","text":"弱智小便，井底之蛙，永远活在井底，反过来说[弱] [弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566366846212280","repostId":"1100242684","repostType":2,"repost":{"id":"1100242684","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779183859,"share":"https://www.laohunote.com/m/news/1100242684?lang=zh_CN&edition=full","pubTime":"2026-05-19 17:44","market":"us","language":"zh","title":"SpaceX的IPO将打造第二只马斯克概念股，这对特斯拉来说是一个麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=1100242684","media":"老虎资讯综合","summary":"事实上，特斯拉和SpaceX之间看似固有的竞争，正是马斯克据传正考虑将两家公司合并的关键原因。然而，SpaceX在许多方面有所不同。按照吉尔伯特的说法，SpaceX的最终市值甚至可能超过特斯拉。这位对特斯拉评级为“跑输大盘”的分析师在上月给客户的报告中写道，SpaceX的IPO将“‘分流’支持马斯克的散户股东基础”，从而对该股构成压力。","content":"<html><head></head><body><p style=\"text-align: start;\">多年来，散户投资者只有一种方式来押注埃隆·马斯克的愿景：买入特斯拉公司的股票。这一局面即将改变，这对特斯拉的投资者来说是一个重大风险。</p><p style=\"text-align: start;\">随着太空探索技术公司（更广为人知的名字是SpaceX）即将进行首次公开募股，市场上将出现投资“马斯克经济”的又一个切入点。华尔街专业人士预计，投资者的注意力和资金将不可避免地从马斯克的电动汽车制造商身上被抽走，转向他闪亮的新玩具。</p><p style=\"text-align: start;\">诚信资产管理公司（<u>Integrity Asset Management</u>）的投资组合经理乔·吉尔伯特表示：“这对特斯拉来说不可能是好消息。我们认为马斯克的精力将主要聚焦在SpaceX上。过去马斯克已经证明他能够同时平衡多项计划，但现在感觉SpaceX才是他的新宠，而这是以牺牲特斯拉为代价的。”</p><p style=\"text-align: start;\">事实上，特斯拉和SpaceX之间看似固有的竞争，正是马斯克据传正考虑将两家公司合并的关键原因。</p><p style=\"text-align: start;\">从某种角度看，特斯拉似乎正处于停滞或小幅下滑状态，销量增长放缓，基本面趋于疲弱。但财务表现从来都不是该股真正的驱动力，它一直被视为押注马斯克雄心的替代品。该股在2023年初至2025年底飙升265%后，今年以来下跌了8.8%，但其未来12个月的预期市盈率仍约为196倍，是标普500指数中第二贵的估值。</p><p style=\"text-align: start;\">如此高的估值倍数，是基于投资者对马斯克雄心壮志的信念，相信他能将特斯拉转型为一家同时生产电动汽车的自动驾驶和机器人公司。这是一个拥挤的赛道。电动汽车业务面临中国制造商的竞争，也面临传统燃油车的竞争。其自动驾驶出租车要与Alphabet公司旗下已投入运营的Waymo展开竞争。而众多科技公司都在研发人形机器人助手。</p><p style=\"text-align: start;\">尽管如此，特斯拉1.5万亿美元的市值仍令竞争对手相形见绌。特斯拉电动汽车和自动驾驶出租车的主要竞争对手Rivian Automotive和Uber Technologies的市值总和约为1700亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01adb69f6352bf0c7ff38a407d9bc771\" tg-width=\"756\" tg-height=\"300\"/></p><p style=\"text-align: start;\">然而，SpaceX在许多方面有所不同。其业务与特斯拉截然不同，它是所在领域明确的领导者，目前其增长潜力看似无可限量。</p><p style=\"text-align: start;\">吉尔伯特表示：“我们预计SpaceX上市时将拥有一个天文数字般的估值，这确实是个双关。它没有真正的竞争对手。”他所在的公司没有持有特斯拉股票，因为该股不符合其价值投资标准。</p><p style=\"text-align: start;\">按照吉尔伯特的说法，SpaceX的最终市值甚至可能超过特斯拉。他补充说：“任何马斯克的公司，其估值中总会内嵌着一个针对其愿景的看涨期权。”</p><p style=\"text-align: start;\">马斯克长期以来一直受到散户投资者的追捧，即那些自行买卖股票的普通投资者。但即便是这种热情似乎也在减弱。根据万达研究（Vanda Research）截至5月18日编制的数据，自去年12月SpaceX确认其2026年IPO的意图以来，特斯拉股票净散户资金流入约100万美元，且流入流出天数大致相当，这是截至5月13日的数据。</p><p style=\"text-align: start;\">根据法国巴黎银行分析师詹姆斯·皮卡里埃洛的估算，散户投资者持有特斯拉约40%的股份。这位对特斯拉评级为“跑输大盘”的分析师在上月给客户的报告中写道，SpaceX的IPO将“‘分流’支持马斯克的散户股东基础”，从而对该股构成压力。</p><p style=\"text-align: start;\">尽管如此，泰格瑞斯金融（Tigress Financial）合伙人的首席投资官伊万·范塞思表示，SpaceX的IPO也可能“强化更广泛的‘马斯克生态系统’叙事”。该公司在为客户管理的账户中持有特斯拉股份。</p><p style=\"text-align: start;\">持有特斯拉股份的圆山金融（Roundhill Financial）首席执行官戴夫·马扎表示：“特斯拉和SpaceX是根本不同的业务，相信马斯克愿景的投资者会希望同时持有这两家公司的敞口。然而，SpaceX是那个闪亮的新事物，我们预计会有部分资金从特斯拉轮动到SpaceX，以追逐当前的兴奋点。”</p><p style=\"text-align: start;\">DataTrek Research联合创始人尼古拉斯·科拉斯表示，SpaceX对特斯拉股价的影响可能需要三个月左右才能显现，因为机构投资调整缓慢，且IPO后的早期交易可能会比较混乱。科拉斯还补充说，考虑到所有挂钩标普500指数的被动投资，特斯拉至少初期也可能因其标普500指数成分股的身份而受益。</p><p style=\"text-align: start;\">据科拉斯称，对大多数公司而言，当下价值与未来价值的占比在股价中是各占一半的。但特斯拉不同，因为它的交易更多是基于马斯克的梦想，而非公司实际的财务表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4071f2053a413dc80d9baa18a915b179\" tg-width=\"792\" tg-height=\"538\"/></p><p style=\"text-align: start;\">曾担任汽车分析师的科拉斯说：“就特斯拉而言，在我研究它的这段时间里，其未来价值与当下价值之比一直是九比一。该公司估值的绝大部分是基于未来的希望，而非当前的现实。”</p><p style=\"text-align: start;\">科拉斯表示，既然这种对未来的希望都系于马斯克一身，市场上却存在两家具有相同基本吸引力的公司，这没什么道理，并指出将它们合并可能是最合理的做法。</p><p style=\"text-align: start;\">科拉斯说：“如果我给任何人提供建议，我会说，我们干脆把这一切都放在一个屋檐下。人们想要拥有你的愿景，那我们就简单点。”</p><p style=\"text-align: start;\">然而，他补充说，如果两家公司保持独立，这种动态最终对SpaceX的利好应该会超过特斯拉，因为前者“在其核心业务上拥有更清晰的竞争优势”。</p><p style=\"text-align: start;\">科拉斯表示：“你已经有一家具有系统重要性的上市公司了，现在又要推出第二家。我不确定拥有两家公司的价值何在。如果你的卖点是‘公司是马斯克在管’，那最好的做法就是只拥有一家公司。”</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>SpaceX的IPO将打造第二只马斯克概念股，这对特斯拉来说是一个麻烦</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{ 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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\">\nSpaceX的IPO将打造第二只马斯克概念股，这对特斯拉来说是一个麻烦\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\">2026-05-19 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">多年来，散户投资者只有一种方式来押注埃隆·马斯克的愿景：买入特斯拉公司的股票。这一局面即将改变，这对特斯拉的投资者来说是一个重大风险。</p><p style=\"text-align: start;\">随着太空探索技术公司（更广为人知的名字是SpaceX）即将进行首次公开募股，市场上将出现投资“马斯克经济”的又一个切入点。华尔街专业人士预计，投资者的注意力和资金将不可避免地从马斯克的电动汽车制造商身上被抽走，转向他闪亮的新玩具。</p><p style=\"text-align: start;\">诚信资产管理公司（<u>Integrity Asset Management</u>）的投资组合经理乔·吉尔伯特表示：“这对特斯拉来说不可能是好消息。我们认为马斯克的精力将主要聚焦在SpaceX上。过去马斯克已经证明他能够同时平衡多项计划，但现在感觉SpaceX才是他的新宠，而这是以牺牲特斯拉为代价的。”</p><p style=\"text-align: start;\">事实上，特斯拉和SpaceX之间看似固有的竞争，正是马斯克据传正考虑将两家公司合并的关键原因。</p><p style=\"text-align: start;\">从某种角度看，特斯拉似乎正处于停滞或小幅下滑状态，销量增长放缓，基本面趋于疲弱。但财务表现从来都不是该股真正的驱动力，它一直被视为押注马斯克雄心的替代品。该股在2023年初至2025年底飙升265%后，今年以来下跌了8.8%，但其未来12个月的预期市盈率仍约为196倍，是标普500指数中第二贵的估值。</p><p style=\"text-align: start;\">如此高的估值倍数，是基于投资者对马斯克雄心壮志的信念，相信他能将特斯拉转型为一家同时生产电动汽车的自动驾驶和机器人公司。这是一个拥挤的赛道。电动汽车业务面临中国制造商的竞争，也面临传统燃油车的竞争。其自动驾驶出租车要与Alphabet公司旗下已投入运营的Waymo展开竞争。而众多科技公司都在研发人形机器人助手。</p><p style=\"text-align: start;\">尽管如此，特斯拉1.5万亿美元的市值仍令竞争对手相形见绌。特斯拉电动汽车和自动驾驶出租车的主要竞争对手Rivian Automotive和Uber Technologies的市值总和约为1700亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01adb69f6352bf0c7ff38a407d9bc771\" tg-width=\"756\" tg-height=\"300\"/></p><p style=\"text-align: start;\">然而，SpaceX在许多方面有所不同。其业务与特斯拉截然不同，它是所在领域明确的领导者，目前其增长潜力看似无可限量。</p><p style=\"text-align: start;\">吉尔伯特表示：“我们预计SpaceX上市时将拥有一个天文数字般的估值，这确实是个双关。它没有真正的竞争对手。”他所在的公司没有持有特斯拉股票，因为该股不符合其价值投资标准。</p><p style=\"text-align: start;\">按照吉尔伯特的说法，SpaceX的最终市值甚至可能超过特斯拉。他补充说：“任何马斯克的公司，其估值中总会内嵌着一个针对其愿景的看涨期权。”</p><p style=\"text-align: start;\">马斯克长期以来一直受到散户投资者的追捧，即那些自行买卖股票的普通投资者。但即便是这种热情似乎也在减弱。根据万达研究（Vanda Research）截至5月18日编制的数据，自去年12月SpaceX确认其2026年IPO的意图以来，特斯拉股票净散户资金流入约100万美元，且流入流出天数大致相当，这是截至5月13日的数据。</p><p style=\"text-align: start;\">根据法国巴黎银行分析师詹姆斯·皮卡里埃洛的估算，散户投资者持有特斯拉约40%的股份。这位对特斯拉评级为“跑输大盘”的分析师在上月给客户的报告中写道，SpaceX的IPO将“‘分流’支持马斯克的散户股东基础”，从而对该股构成压力。</p><p style=\"text-align: start;\">尽管如此，泰格瑞斯金融（Tigress Financial）合伙人的首席投资官伊万·范塞思表示，SpaceX的IPO也可能“强化更广泛的‘马斯克生态系统’叙事”。该公司在为客户管理的账户中持有特斯拉股份。</p><p style=\"text-align: start;\">持有特斯拉股份的圆山金融（Roundhill Financial）首席执行官戴夫·马扎表示：“特斯拉和SpaceX是根本不同的业务，相信马斯克愿景的投资者会希望同时持有这两家公司的敞口。然而，SpaceX是那个闪亮的新事物，我们预计会有部分资金从特斯拉轮动到SpaceX，以追逐当前的兴奋点。”</p><p style=\"text-align: start;\">DataTrek Research联合创始人尼古拉斯·科拉斯表示，SpaceX对特斯拉股价的影响可能需要三个月左右才能显现，因为机构投资调整缓慢，且IPO后的早期交易可能会比较混乱。科拉斯还补充说，考虑到所有挂钩标普500指数的被动投资，特斯拉至少初期也可能因其标普500指数成分股的身份而受益。</p><p style=\"text-align: start;\">据科拉斯称，对大多数公司而言，当下价值与未来价值的占比在股价中是各占一半的。但特斯拉不同，因为它的交易更多是基于马斯克的梦想，而非公司实际的财务表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4071f2053a413dc80d9baa18a915b179\" tg-width=\"792\" tg-height=\"538\"/></p><p style=\"text-align: start;\">曾担任汽车分析师的科拉斯说：“就特斯拉而言，在我研究它的这段时间里，其未来价值与当下价值之比一直是九比一。该公司估值的绝大部分是基于未来的希望，而非当前的现实。”</p><p style=\"text-align: start;\">科拉斯表示，既然这种对未来的希望都系于马斯克一身，市场上却存在两家具有相同基本吸引力的公司，这没什么道理，并指出将它们合并可能是最合理的做法。</p><p style=\"text-align: start;\">科拉斯说：“如果我给任何人提供建议，我会说，我们干脆把这一切都放在一个屋檐下。人们想要拥有你的愿景，那我们就简单点。”</p><p style=\"text-align: start;\">然而，他补充说，如果两家公司保持独立，这种动态最终对SpaceX的利好应该会超过特斯拉，因为前者“在其核心业务上拥有更清晰的竞争优势”。</p><p style=\"text-align: start;\">科拉斯表示：“你已经有一家具有系统重要性的上市公司了，现在又要推出第二家。我不确定拥有两家公司的价值何在。如果你的卖点是‘公司是马斯克在管’，那最好的做法就是只拥有一家公司。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5f784786342ceaa45be0d0242c602b1c","relate_stocks":{"CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLT":"2倍做多TSLA ETF-T-Rex","TSLW":"TSLA周配息ETF-Roundhill","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLA":"特斯拉","TSDD":"2倍做空TSLA ETF-GraniteShares","TLA":"GraniteShares Autocallable TSLA ETF","TSL":"1.25倍做多TSLA 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Management）的投资组合经理乔·吉尔伯特表示：“这对特斯拉来说不可能是好消息。我们认为马斯克的精力将主要聚焦在SpaceX上。过去马斯克已经证明他能够同时平衡多项计划，但现在感觉SpaceX才是他的新宠，而这是以牺牲特斯拉为代价的。”事实上，特斯拉和SpaceX之间看似固有的竞争，正是马斯克据传正考虑将两家公司合并的关键原因。从某种角度看，特斯拉似乎正处于停滞或小幅下滑状态，销量增长放缓，基本面趋于疲弱。但财务表现从来都不是该股真正的驱动力，它一直被视为押注马斯克雄心的替代品。该股在2023年初至2025年底飙升265%后，今年以来下跌了8.8%，但其未来12个月的预期市盈率仍约为196倍，是标普500指数中第二贵的估值。如此高的估值倍数，是基于投资者对马斯克雄心壮志的信念，相信他能将特斯拉转型为一家同时生产电动汽车的自动驾驶和机器人公司。这是一个拥挤的赛道。电动汽车业务面临中国制造商的竞争，也面临传统燃油车的竞争。其自动驾驶出租车要与Alphabet公司旗下已投入运营的Waymo展开竞争。而众多科技公司都在研发人形机器人助手。尽管如此，特斯拉1.5万亿美元的市值仍令竞争对手相形见绌。特斯拉电动汽车和自动驾驶出租车的主要竞争对手Rivian Automotive和Uber Technologies的市值总和约为1700亿美元。然而，SpaceX在许多方面有所不同。其业务与特斯拉截然不同，它是所在领域明确的领导者，目前其增长潜力看似无可限量。吉尔伯特表示：“我们预计SpaceX上市时将拥有一个天文数字般的估值，这确实是个双关。它没有真正的竞争对手。”他所在的公司没有持有特斯拉股票，因为该股不符合其价值投资标准。按照吉尔伯特的说法，SpaceX的最终市值甚至可能超过特斯拉。他补充说：“任何马斯克的公司，其估值中总会内嵌着一个针对其愿景的看涨期权。”马斯克长期以来一直受到散户投资者的追捧，即那些自行买卖股票的普通投资者。但即便是这种热情似乎也在减弱。根据万达研究（Vanda Research）截至5月18日编制的数据，自去年12月SpaceX确认其2026年IPO的意图以来，特斯拉股票净散户资金流入约100万美元，且流入流出天数大致相当，这是截至5月13日的数据。根据法国巴黎银行分析师詹姆斯·皮卡里埃洛的估算，散户投资者持有特斯拉约40%的股份。这位对特斯拉评级为“跑输大盘”的分析师在上月给客户的报告中写道，SpaceX的IPO将“‘分流’支持马斯克的散户股东基础”，从而对该股构成压力。尽管如此，泰格瑞斯金融（Tigress Financial）合伙人的首席投资官伊万·范塞思表示，SpaceX的IPO也可能“强化更广泛的‘马斯克生态系统’叙事”。该公司在为客户管理的账户中持有特斯拉股份。持有特斯拉股份的圆山金融（Roundhill Financial）首席执行官戴夫·马扎表示：“特斯拉和SpaceX是根本不同的业务，相信马斯克愿景的投资者会希望同时持有这两家公司的敞口。然而，SpaceX是那个闪亮的新事物，我们预计会有部分资金从特斯拉轮动到SpaceX，以追逐当前的兴奋点。”DataTrek Research联合创始人尼古拉斯·科拉斯表示，SpaceX对特斯拉股价的影响可能需要三个月左右才能显现，因为机构投资调整缓慢，且IPO后的早期交易可能会比较混乱。科拉斯还补充说，考虑到所有挂钩标普500指数的被动投资，特斯拉至少初期也可能因其标普500指数成分股的身份而受益。据科拉斯称，对大多数公司而言，当下价值与未来价值的占比在股价中是各占一半的。但特斯拉不同，因为它的交易更多是基于马斯克的梦想，而非公司实际的财务表现。曾担任汽车分析师的科拉斯说：“就特斯拉而言，在我研究它的这段时间里，其未来价值与当下价值之比一直是九比一。该公司估值的绝大部分是基于未来的希望，而非当前的现实。”科拉斯表示，既然这种对未来的希望都系于马斯克一身，市场上却存在两家具有相同基本吸引力的公司，这没什么道理，并指出将它们合并可能是最合理的做法。科拉斯说：“如果我给任何人提供建议，我会说，我们干脆把这一切都放在一个屋檐下。人们想要拥有你的愿景，那我们就简单点。”然而，他补充说，如果两家公司保持独立，这种动态最终对SpaceX的利好应该会超过特斯拉，因为前者“在其核心业务上拥有更清晰的竞争优势”。科拉斯表示：“你已经有一家具有系统重要性的上市公司了，现在又要推出第二家。我不确定拥有两家公司的价值何在。如果你的卖点是‘公司是马斯克在管’，那最好的做法就是只拥有一家公司。”","news_type":1,"symbols_score_info":{"TSLG":0.6,"07366":0.6,"TSLO":0.6,"TSLR":0.6,"TESL":0.6,"TLA":0.6,"07766":0.6,"IPO001":2,"TSLZ":0.6,"TSLT":0.6,"TSLA":2,"TSLL":0.6,"TSLI":0.6,"TSLP":0.6,"TSYY":0.6,"TSLS":0.6,"TSL":0.6,"09366":0.6,"09766":0.6,"TSLW":0.6,"TEST":0.6,"TSDD":0.6,"TSII":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561147361900624,"gmtCreate":1778030647048,"gmtModify":1778030649868,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"太少了，应该吹够80万台[弱] [弱] [弱] [弱] ","listText":"太少了，应该吹够80万台[弱] [弱] [弱] [弱] ","text":"太少了，应该吹够80万台[弱] [弱] [弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/561147361900624","repostId":"1154235266","repostType":2,"repost":{"id":"1154235266","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778030452,"share":"https://www.laohunote.com/m/news/1154235266?lang=zh_CN&edition=full","pubTime":"2026-05-06 09:20","market":"hk","language":"zh","title":"小米汽车：新一代SU7上市仅48天，锁单已超过80000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1154235266","media":"老虎资讯综合","summary":"锁单已超过80000台。","content":"<html><head></head><body><p>小米汽车：新一代SU7上市仅48天，锁单已超过80000台。</p><p class=\"t-img-caption\"><img 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tg-height=\"594\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8eae3600358100191f3aef4e90d4ae17","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154235266","content_text":"小米汽车：新一代SU7上市仅48天，锁单已超过80000台。","news_type":1,"symbols_score_info":{"XIACY":1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551801528183064,"gmtCreate":1775751812225,"gmtModify":1775752604510,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575336049872142","authorIdStr":"3575336049872142"},"themes":[],"title":"","htmlText":"<a 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","text":"东风小康赛力斯生产垃圾小米输妻？小便？[弱] [弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549343516596328","repostId":"2624522856","repostType":2,"repost":{"id":"2624522856","kind":"news","pubTimestamp":1775101860,"share":"https://www.laohunote.com/m/news/2624522856?lang=zh_CN&edition=full","pubTime":"2026-04-02 11:51","market":"sh","language":"zh","title":"小米新SU7，逼急特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2624522856","media":"21世纪经济报道","summary":"21世纪经济报道记者易思琳3月19日，在距离北京1700公里之外的重庆赛力斯总部，营销部门、车型部门等相关同事到了下班点都没有离开公司，而是一起组织了一场新一代SU7上市观摩会。新一代SU7和主打SUV的问界，用户群并不重合，也不算直接竞品。“只要是小米的产品我们都会跟进。”一位问界的内部人员告诉21世纪经济报道记者，他们主要学习小米怎么做销售权益、做产品的价值对比。","content":"<div>\n<p>21世纪经济报道记者易思琳 3月19日，在距离北京1700公里之外的重庆赛力斯总部，营销部门、车型部门等相关同事到了下班点都没有离开公司，而是一起组织了一场新一代SU7上市观摩会。 新一代SU7和主打SUV的问界，用户群并不重合，也不算直接竞品。“只要是小米的产品我们都会跟进。”一位问界的内部人员告诉21世纪经济报道记者，他们主要学习小米怎么做销售权益、做产品的价值对比。 相比于问界，特斯拉...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693166040.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\" content=\"telephone=no,email=no,address=no\" />\n<title>小米新SU7，逼急特斯拉</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{ 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class=\"title\">\n小米新SU7，逼急特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-02 11:51 北京时间 <a href=http://finance.eastmoney.com/a/202604023693166040.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21世纪经济报道记者易思琳 3月19日，在距离北京1700公里之外的重庆赛力斯总部，营销部门、车型部门等相关同事到了下班点都没有离开公司，而是一起组织了一场新一代SU7上市观摩会。 新一代SU7和主打SUV的问界，用户群并不重合，也不算直接竞品。“只要是小米的产品我们都会跟进。”一位问界的内部人员告诉21世纪经济报道记者，他们主要学习小米怎么做销售权益、做产品的价值对比。 相比于问界，特斯拉...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693166040.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":{"81810":"小米集团-WR","BK4588":"碎股","BK4550":"红杉资本持仓","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF 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Shares"},"source_url":"http://finance.eastmoney.com/a/202604023693166040.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624522856","content_text":"21世纪经济报道记者易思琳 3月19日，在距离北京1700公里之外的重庆赛力斯总部，营销部门、车型部门等相关同事到了下班点都没有离开公司，而是一起组织了一场新一代SU7上市观摩会。 新一代SU7和主打SUV的问界，用户群并不重合，也不算直接竞品。“只要是小米的产品我们都会跟进。”一位问界的内部人员告诉21世纪经济报道记者，他们主要学习小米怎么做销售权益、做产品的价值对比。 相比于问界，特斯拉更是将新一代SU7视为头号竞品。近期21世纪经济报道记者走访多家特斯拉门店发现，新一代SU7上市的第三天，特斯拉内部就已经准备了一份详细的从金融政策到产品亮点的竞品对标文档，而其他相同价位段的车型并没有这个待遇。 特斯拉直营门店的销售告诉我们，在新一代SU7还没上市前，就有不少用户进店来和Model 3进行对比。“进店看特斯拉的客户，10个人里有一半以上都是拿Model 3和SU7做对比的。我们没有办法忽视这款车。” 瞄准新一代SU7，特斯拉销售火力全开 特斯拉销售要成功拿下Model 3的订单，新一代SU7成为了绕不开的一款车。 “我们标准版是瞄准特斯拉Model 3做的，90%的指标都超过特斯拉，参数对标，小米很有信心。”小米集团董事长雷军在发布会上直言。 事实也确实如此。新一代SU7共提供三个版本：后驱标准版、后驱Pro版、四驱Max版，售价分别是21.99万元、24.99万元、30.39万元，CLTC续航分别是720km、902km、835km。 单从各个版本的定价和续航上做对比，特斯拉Model 3并不占优势。特斯拉的销售们深知这一点。21世纪经济报道记者在走访门店的过程中发现，在给来店咨询的客户做介绍时，多家特斯拉销售都对两款车型的价格和续航闭口不谈，而是更多强调特斯拉在金融政策、售后和能耗方面的优势。 以金融政策为例，小米新一代SU7提供了五年、七年分期付款等3种主要的金融方案：1、五年分期，年化费率2.5%；2、七年低首付，首付4.99万元，年化费率2.1%；3、七年低利息，首付9.99万元，年化费率1.9%。 相比之下，特斯拉对Model 3的金融优惠政策是：4月30日之前下定，可以申请5年0息或7年低息方案。同时，在4月30日之前下定，可以补贴8000元的保险。 “全款可以买小米，分期选特斯拉。”一位北京特斯拉门店的销售表示。 七年低息方案，小米的年化费率是1.9%，而特斯拉是0.5%。“不是所有车企都能向银行申请0.5%的年化费率。”特斯拉销售强调。 上述人士称，按照上述方案，Model 3后轮驱动版比小米SU7标准版最高便宜约1.5万元，Model 3长续航后轮驱动版比SU7 Pro最高便宜约2.5万元。 （特斯拉销售做的两款车金融政策对比图，图源：21世纪经济报道现场拍摄） 不过，21世纪经济报道记者查阅小米汽车App发现，小米为YU7提供的7年低息方案，年化费率也低于新一代SU7，小米SU7 Ultra则提供了五年0息权益。“新一代SU7的金融方案不算激进，或许还是因为小米不急于刺激用户下单，也给后续调整留了空间。”有业内人士表示。 在金融政策之外，特斯拉销售们对两款车对比的还有售后。一位今年刚加入特斯拉的销售告诉21世纪经济报道记者，小米的车不愁卖，但交付慢，售后门店数量也不如特斯拉。“小米的售后门店很少，相较之下，特斯拉的售后门店要多出很多家。” 在性能方面，特斯拉将对比的重点放在了能耗上。新一代SU7三个版本的官方续航都比Model 3的续航更长。对此特斯拉销售更强调Model 3的电池是自研的，整体的续航很抗打。 特斯拉销售对21世纪经济报道记者介绍，Model 3车重1.7吨，新一代SU7重约2吨，“这意味着小米是通过堆砌大电池来增加续航，用18度电换来了50公里的续航增加，但却比以前多重了600斤，得不偿失。” 不过小米门店销售对此也有应对话术，小米销售向21世纪经济报道记者介绍：“新一代SU7每一款续航都很强，各大机构评测续航达成率都领先行业，其中SU7 Pro更是位列纯电轿车续航第一名。” 对于能耗上的差距，小米并没有回避。在新一代SU7的发布会上，小米在产品介绍的PPT里特意强调，Model 3后驱版和长续航后驱版的CLTC电耗表现，分别优于新一代SU7标准版和Pro。但新一代SU7 Max的CLTC电耗为13.4kWh/100km，优于Model 3高性能四驱版。 特斯拉中国，正在将小米视为头号竞争对手 Model 3是特斯拉的畅销车型，也是纯电轿车的标杆车型。不少传统燃油车企在转型新能源时，都是将特斯拉作为榜样进行模仿、学习。奔驰在去年发布全新纯电产品CLA时，就全面对标Model 3。国内新势力对标Model 3的车型更是数不胜数。 但21世纪经济报道记者在探访特斯拉门店的过程中发现，像小米新一代SU7被特斯拉销售如此系统对标的车型几乎没有。比如在提到奔驰CLA时，特斯拉销售更多强调特斯拉是全球纯电销量第一，并说不出两款车在更多功能细节上的对比；在被问到理想i6和Model 3之间该如何做抉择时，特斯拉销售只能说出座椅、电池等零星功能的优势。 从一线门店的销售话术来看，特斯拉中国已经将小米视为特斯拉在国内市场的头号竞争对手。 特斯拉对小米的焦虑不无道理。在中国市场，小米已经成为特斯拉无法绕开的竞争对手，2025年，小米全年交付新车41.1万台车。2025年，特斯拉在中国市场挂牌销量为62.89万辆。虽然特斯拉总销量依然超过小米，从单车型上来说，去年小米SU7交付了超过24万台，超过Model 3成为2025年20万元以上纯电轿车销量冠军。 一位在特斯拉工作4年的店长称，两年前，小米发布第一款轿车SU7时，特斯拉并没有觉得小米是强有力的竞品，只认为它是众多追随特斯拉造车路线的其中一员。直到小米一路打破中国汽车行业的既有记录，特斯拉也无法忽略这个跨行造车的后来者。 第一代SU7在22个月的生命周期里，交付了超过38万辆，是唯一能在20万以上纯电轿车市场与Model 3竞争的车型。截至今年2月，小米YU7也连续7个月排名中大型SUV销量第一，并且多次单月交付量超过特斯拉Model Y。 3月23日，雷军在新一代SU7交付的直播中透露，当时这款车的锁单量已经超过3万台。“新SU7本身是改款升级，并非颠覆性的全新产品。能在3天内实现锁单3万台，这个成绩已经跑赢很多同行了，整体上符合预期。”一位投资经理向我们表示。 而在交付上，新一代SU7于3月19日发布，3月23日即进行首批交付，据小米汽车4月1日披露，新SU7首周交付超过7000台。作为对比，Model 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10:37","market":"hk","language":"zh","title":"港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1199722919","media":"老虎资讯综合","summary":"2月11日，$小米集团-W$涨超4%，新一代SU7预计4月份上市消息面上，2月10日晚间，$小米$集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄$小米$汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超4%，新一代SU7预计4月份上市</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474bf9bb801e790a33c76d53e7d7dc38\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，2月10日晚间，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄<a href=\"https://laohu8.com/S/81810\">小米</a>汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。</p><p style=\"text-align: justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</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>港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市</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港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市\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\">2026-02-11 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超4%，新一代SU7预计4月份上市</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474bf9bb801e790a33c76d53e7d7dc38\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，2月10日晚间，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄<a href=\"https://laohu8.com/S/81810\">小米</a>汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。</p><p style=\"text-align: justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5780c7a5535cf00e4a784fadddba1aaf","relate_stocks":{"LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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