个人中心 - 老虎社区

qkmin

面朝大海，春暖花开

IP属地：广东

帖子 · 51帖子 · 51
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- qkminqkmin
  ·17:31
  不担心跌这么多？
  特斯拉业绩表现失色，分析师却并未太过担忧
  周三盘后，特斯拉公布第二季度营业利润为3.98亿美元，低于2025年第二季度的9.23亿美元。财报公布后，特斯拉股价盘前下跌7.8%，报344.72美元。他指出，投资特斯拉始终是在短期与长期之间进行权衡。截至目前，在特斯拉公布财报之后，并没有任何分析师上调或下调股票评级，只有部分机构调整了目标价。这意味着，这次令人失望的财报，大约令特斯拉损失了约300亿美元市值，但这一数字还不到华尔街分析师估算公司合理价值的2%。
  特斯拉业绩表现失色，分析师却并未太过担忧
  139 评论
  点赞
  分享
  举报
- qkminqkmin
  ·06-16
  $特斯拉(TSLA)$ spcx大哥不带一下吗
  509 评论
  点赞
  分享
  举报
- qkminqkmin
  ·06-12
  $Space Exploration Technologies(SPCX)$ 打卡
  364 评论
  点赞
  分享
  举报
- qkminqkmin
  ·2025-11-10
  $伯克希尔B(BRK.B)$
  1,606 评论
  1
  分享
  举报
- qkminqkmin
  ·2025-11-03
  $伯克希尔B(BRK.B)$
  1,239 评论
  1
  分享
  举报
- qkminqkmin
  ·2025-10-27
  $AAPL 20251031 260.0 PUT$
  1,384 评论
  1
  分享
  举报
- qkminqkmin
  ·2025-10-20
  $伯克希尔B(BRK.B)$
  1,443 评论
  1
  分享
  举报
- qkminqkmin
  ·2025-10-13
  $特斯拉(TSLA)$
  1,736 评论
  2
  分享
  举报
- qkminqkmin
  ·2025-10-06
  $伯克希尔B(BRK.B)$
  1,721 评论
  1
  分享
  举报
- qkminqkmin
  ·2025-09-29
  $伯克希尔B(BRK.B)$
  1,441 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4204163141472440","uuid":"4204163141472440","gmtCreate":1741060004834,"gmtModify":1747300967777,"name":"qkmin","pinyin":"qkmin","introduction":"","introductionEn":null,"signature":"面朝大海，春暖花开","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","hatId":"ca_profile_frame_ugQHMi","hatName":"LV7 头像框","vip":1,"status":2,"fanSize":3,"headSize":36,"tweetSize":51,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.21","exceedPercentage":"93.15%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.07","exceedPercentage":"93.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":26,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":589226285002792,"gmtCreate":1784885492023,"gmtModify":1784885494299,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"不担心跌这么多？","listText":"不担心跌这么多？","text":"不担心跌这么多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589226285002792","repostId":"1128557520","repostType":2,"repost":{"id":"1128557520","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":1784812791,"share":"https://www.laohu8.com/m/news/1128557520?lang=zh_CN&edition=full","pubTime":"2026-07-23 21:19","market":"us","language":"zh","title":"特斯拉业绩表现失色，分析师却并未太过担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1128557520","media":"老虎资讯综合","summary":"周三盘后，特斯拉公布第二季度营业利润为3.98亿美元，低于2025年第二季度的9.23亿美元。财报公布后，特斯拉股价盘前下跌7.8%，报344.72美元。他指出，投资特斯拉始终是在短期与长期之间进行权衡。截至目前，在特斯拉公布财报之后，并没有任何分析师上调或下调股票评级，只有部分机构调整了目标价。这意味着，这次令人失望的财报，大约令特斯拉损失了约300亿美元市值，但这一数字还不到华尔街分析师估算公司合理价值的2%。","content":"<html><head></head><body><p style=\"text-align: left;\">特斯拉（Tesla，NASDAQ：TSLA）公布的第二季度财报表现，可以说相当糟糕。然而，华尔街依然相信埃隆·马斯克（Elon Musk）所描绘的未来蓝图，尽管投资者显然对此有所担忧。</p><p style=\"text-align: left;\">周三盘后，特斯拉公布第二季度营业利润为3.98亿美元，低于2025年第二季度的9.23亿美元。根据FactSet的数据，华尔街此前预计营业利润接近17亿美元。</p><p style=\"text-align: left;\">尽管特斯拉第二季度共交付约48万辆汽车，同比增长25%，但由于售价下降、产品结构变化、研发支出增加以及监管积分销售减少等因素，公司盈利表现明显低于市场预期。</p><p style=\"text-align: left;\">财报公布后，特斯拉股价盘前下跌7.8%，报344.72美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac606837b3b2abfcae816a619cb1e9a5\" data-align=\"center\" tg-width=\"722\" tg-height=\"204\"/><span></span></p><h2 style=\"text-align: left;\">马斯克描绘AI新业务蓝图</h2><p style=\"text-align: left;\">埃隆·马斯克在财报电话会议上的讲话似乎并未能提振市场情绪。</p><p style=\"text-align: left;\">他依然保持乐观，甚至提出了特斯拉未来可能发展的一项全新AI业务——<strong>Megapod</strong>。</p><p style=\"text-align: left;\">按照马斯克的说法，Megapod是一种将<strong>x86计算机与特斯拉AI4计算机封装在一起的“一体化设备”</strong>，本质上是一个<strong>模块化AI数据中心</strong>，无需建设庞大的专用供电设施即可运行。</p><p style=\"text-align: left;\">马斯克表示，这项业务未来可能会成为“一件非常重大的事情（quite a big deal）”。</p><p style=\"text-align: left;\">不过，如今AI概念已经不像过去那样能够轻易点燃市场热情。</p><p style=\"text-align: left;\">Canaccord分析师<strong>George Gianarikas</strong>周三在报告中写道：</p><blockquote><p style=\"text-align: left;\">“现实确实充满挑战（The struggle is real）。”</p></blockquote><p style=\"text-align: left;\">他指出，投资特斯拉始终是在<strong>短期与长期之间进行权衡</strong>。</p><p style=\"text-align: left;\">虽然他认为特斯拉在AI领域的发展潜力“令人着迷（intoxicating）”，但公司目前的<strong>利润率已经停滞不前</strong>，而且<strong>自由现金流仍为负值</strong>。</p><p style=\"text-align: left;\">尽管如此，Gianarikas仍维持特斯拉股票“买入（Buy）”评级，不过将目标价从<strong>450美元</strong>下调至<strong>410美元</strong>。</p><p style=\"text-align: left;\">RBC Capital Markets分析师<strong>Tom Narayan</strong>同样维持“买入”评级，并继续给予<strong>500美元</strong>目标价。</p><h2 style=\"text-align: left;\">华尔街仍押注Robotaxi和机器人</h2><p style=\"text-align: left;\">Narayan依然把关注重点放在特斯拉的AI业务机会，包括<strong>Robotaxi（无人驾驶出租车）以及人形机器人</strong>。</p><p style=\"text-align: left;\">特斯拉于<strong>2025年6月</strong>推出Robotaxi服务，此后一直以较慢的速度向更多城市扩张。</p><p style=\"text-align: left;\">Narayan认为，本季度利润率承压的一部分原因来自研发投入增加，而这些支出最终将推动Robotaxi业务取得进展。</p><p style=\"text-align: left;\">虽然不少投资者对于Robotaxi扩张速度过慢感到失望，但Narayan认为，这种<strong>循序渐进、将安全放在首位的发展策略</strong>更加合理。</p><p style=\"text-align: left;\">他说：</p><blockquote><p style=\"text-align: left;\">“特斯拉的Robotaxi车队仍然刻意保持较小规模，目前已覆盖美国<strong>德州、佛罗里达州以及湾区</strong>共七个市场，累计完成超过<strong>38万英里</strong>无人监管自动驾驶行驶，而且至今<strong>没有发生任何值得关注的安全事故</strong>。”</p></blockquote><h2 style=\"text-align: left;\">华尔街关注Robotaxi数据</h2><p style=\"text-align: left;\">目前，华尔街多数分析师仍把Robotaxi视为特斯拉未来价值的重要来源。</p><p style=\"text-align: left;\">摩根大通（JPMorgan）分析师<strong>Rajat Gupta</strong>周四表示：</p><blockquote><p style=\"text-align: left;\">“本季度最重要的信息是，<strong>无人监管Robotaxi行驶里程正在持续增长</strong>，自2026年1月以来，每周增长约<strong>10%</strong>。”</p></blockquote><p style=\"text-align: left;\">他同时指出：</p><blockquote><p style=\"text-align: left;\">“到目前为止，其安全记录依然相当稳健。”</p></blockquote><p style=\"text-align: left;\">不过，Gupta仍将特斯拉目标价下调<strong>30美元</strong>至<strong>445美元</strong>，并维持“持有（Hold）”评级。</p><h2 style=\"text-align: left;\">华尔街仍相信未来，但希望利润率改善</h2><p style=\"text-align: left;\">总体来看，华尔街普遍认可特斯拉持续加大AI研发投入的必要性，但与此同时，也希望公司的汽车业务利润率能够有所改善。</p><p style=\"text-align: left;\">截至目前，在特斯拉公布财报之后，并<strong>没有任何分析师上调或下调股票评级</strong>，只有部分机构调整了目标价。</p><p style=\"text-align: left;\">根据FactSet统计，目前分析师给予特斯拉的<strong>平均目标价</strong>较财报公布前下调约<strong>8美元</strong>，降至<strong>392美元</strong>。</p><p style=\"text-align: left;\">这意味着，这次令人失望的财报，大约令特斯拉损失了<strong>约300亿美元市值</strong>，但这一数字<strong>还不到华尔街分析师估算公司合理价值的2%</strong>。</p><p style=\"text-align: left;\">特斯拉以及其股票——目前市盈率仍高达未来12个月预期盈利的<strong>160倍以上</strong>——一直以来交易的都是<strong>未来的增长预期</strong>，这一点至今没有改变。</p><p style=\"text-align: left;\">不过，股价下跌也说明，与华尔街相比，<strong>投资者当前的耐心已经有所减弱</strong>。</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>特斯拉业绩表现失色，分析师却并未太过担忧</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特斯拉业绩表现失色，分析师却并未太过担忧\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\">2026-07-23 21:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">特斯拉（Tesla，NASDAQ：TSLA）公布的第二季度财报表现，可以说相当糟糕。然而，华尔街依然相信埃隆·马斯克（Elon Musk）所描绘的未来蓝图，尽管投资者显然对此有所担忧。</p><p style=\"text-align: left;\">周三盘后，特斯拉公布第二季度营业利润为3.98亿美元，低于2025年第二季度的9.23亿美元。根据FactSet的数据，华尔街此前预计营业利润接近17亿美元。</p><p style=\"text-align: left;\">尽管特斯拉第二季度共交付约48万辆汽车，同比增长25%，但由于售价下降、产品结构变化、研发支出增加以及监管积分销售减少等因素，公司盈利表现明显低于市场预期。</p><p style=\"text-align: left;\">财报公布后，特斯拉股价盘前下跌7.8%，报344.72美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac606837b3b2abfcae816a619cb1e9a5\" data-align=\"center\" tg-width=\"722\" tg-height=\"204\"/><span></span></p><h2 style=\"text-align: left;\">马斯克描绘AI新业务蓝图</h2><p style=\"text-align: left;\">埃隆·马斯克在财报电话会议上的讲话似乎并未能提振市场情绪。</p><p style=\"text-align: left;\">他依然保持乐观，甚至提出了特斯拉未来可能发展的一项全新AI业务——<strong>Megapod</strong>。</p><p style=\"text-align: left;\">按照马斯克的说法，Megapod是一种将<strong>x86计算机与特斯拉AI4计算机封装在一起的“一体化设备”</strong>，本质上是一个<strong>模块化AI数据中心</strong>，无需建设庞大的专用供电设施即可运行。</p><p style=\"text-align: left;\">马斯克表示，这项业务未来可能会成为“一件非常重大的事情（quite a big deal）”。</p><p style=\"text-align: left;\">不过，如今AI概念已经不像过去那样能够轻易点燃市场热情。</p><p style=\"text-align: left;\">Canaccord分析师<strong>George Gianarikas</strong>周三在报告中写道：</p><blockquote><p style=\"text-align: left;\">“现实确实充满挑战（The struggle is real）。”</p></blockquote><p style=\"text-align: left;\">他指出，投资特斯拉始终是在<strong>短期与长期之间进行权衡</strong>。</p><p style=\"text-align: left;\">虽然他认为特斯拉在AI领域的发展潜力“令人着迷（intoxicating）”，但公司目前的<strong>利润率已经停滞不前</strong>，而且<strong>自由现金流仍为负值</strong>。</p><p style=\"text-align: left;\">尽管如此，Gianarikas仍维持特斯拉股票“买入（Buy）”评级，不过将目标价从<strong>450美元</strong>下调至<strong>410美元</strong>。</p><p style=\"text-align: left;\">RBC Capital Markets分析师<strong>Tom Narayan</strong>同样维持“买入”评级，并继续给予<strong>500美元</strong>目标价。</p><h2 style=\"text-align: left;\">华尔街仍押注Robotaxi和机器人</h2><p style=\"text-align: left;\">Narayan依然把关注重点放在特斯拉的AI业务机会，包括<strong>Robotaxi（无人驾驶出租车）以及人形机器人</strong>。</p><p style=\"text-align: left;\">特斯拉于<strong>2025年6月</strong>推出Robotaxi服务，此后一直以较慢的速度向更多城市扩张。</p><p style=\"text-align: left;\">Narayan认为，本季度利润率承压的一部分原因来自研发投入增加，而这些支出最终将推动Robotaxi业务取得进展。</p><p style=\"text-align: left;\">虽然不少投资者对于Robotaxi扩张速度过慢感到失望，但Narayan认为，这种<strong>循序渐进、将安全放在首位的发展策略</strong>更加合理。</p><p style=\"text-align: left;\">他说：</p><blockquote><p style=\"text-align: left;\">“特斯拉的Robotaxi车队仍然刻意保持较小规模，目前已覆盖美国<strong>德州、佛罗里达州以及湾区</strong>共七个市场，累计完成超过<strong>38万英里</strong>无人监管自动驾驶行驶，而且至今<strong>没有发生任何值得关注的安全事故</strong>。”</p></blockquote><h2 style=\"text-align: left;\">华尔街关注Robotaxi数据</h2><p style=\"text-align: left;\">目前，华尔街多数分析师仍把Robotaxi视为特斯拉未来价值的重要来源。</p><p style=\"text-align: left;\">摩根大通（JPMorgan）分析师<strong>Rajat Gupta</strong>周四表示：</p><blockquote><p style=\"text-align: left;\">“本季度最重要的信息是，<strong>无人监管Robotaxi行驶里程正在持续增长</strong>，自2026年1月以来，每周增长约<strong>10%</strong>。”</p></blockquote><p style=\"text-align: left;\">他同时指出：</p><blockquote><p style=\"text-align: left;\">“到目前为止，其安全记录依然相当稳健。”</p></blockquote><p style=\"text-align: left;\">不过，Gupta仍将特斯拉目标价下调<strong>30美元</strong>至<strong>445美元</strong>，并维持“持有（Hold）”评级。</p><h2 style=\"text-align: left;\">华尔街仍相信未来，但希望利润率改善</h2><p style=\"text-align: left;\">总体来看，华尔街普遍认可特斯拉持续加大AI研发投入的必要性，但与此同时，也希望公司的汽车业务利润率能够有所改善。</p><p style=\"text-align: left;\">截至目前，在特斯拉公布财报之后，并<strong>没有任何分析师上调或下调股票评级</strong>，只有部分机构调整了目标价。</p><p style=\"text-align: left;\">根据FactSet统计，目前分析师给予特斯拉的<strong>平均目标价</strong>较财报公布前下调约<strong>8美元</strong>，降至<strong>392美元</strong>。</p><p style=\"text-align: left;\">这意味着，这次令人失望的财报，大约令特斯拉损失了<strong>约300亿美元市值</strong>，但这一数字<strong>还不到华尔街分析师估算公司合理价值的2%</strong>。</p><p style=\"text-align: left;\">特斯拉以及其股票——目前市盈率仍高达未来12个月预期盈利的<strong>160倍以上</strong>——一直以来交易的都是<strong>未来的增长预期</strong>，这一点至今没有改变。</p><p style=\"text-align: left;\">不过，股价下跌也说明，与华尔街相比，<strong>投资者当前的耐心已经有所减弱</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"TSLP":"TSLA收益溢价策略ETF-Kurv","09366":"南方两倍做空特斯拉-U","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","07366":"南方两倍做空特斯拉","TSLR":"2倍做多TSLA ETF-GraniteShares","TSLS":"1倍做空TSLA ETF-Direxion","07766":"南方两倍做多特斯拉","TSLT":"2倍做多TSLA ETF-T-Rex","TLA":"GraniteShares Autocallable TSLA ETF","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLW":"TSLA周配息ETF-Roundhill","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLA":"特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","TESL":"Simplify Volt TSLA Revolution ETF","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","09766":"南方两倍做多特斯拉-U","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128557520","content_text":"特斯拉（Tesla，NASDAQ：TSLA）公布的第二季度财报表现，可以说相当糟糕。然而，华尔街依然相信埃隆·马斯克（Elon Musk）所描绘的未来蓝图，尽管投资者显然对此有所担忧。周三盘后，特斯拉公布第二季度营业利润为3.98亿美元，低于2025年第二季度的9.23亿美元。根据FactSet的数据，华尔街此前预计营业利润接近17亿美元。尽管特斯拉第二季度共交付约48万辆汽车，同比增长25%，但由于售价下降、产品结构变化、研发支出增加以及监管积分销售减少等因素，公司盈利表现明显低于市场预期。财报公布后，特斯拉股价盘前下跌7.8%，报344.72美元。马斯克描绘AI新业务蓝图埃隆·马斯克在财报电话会议上的讲话似乎并未能提振市场情绪。他依然保持乐观，甚至提出了特斯拉未来可能发展的一项全新AI业务——Megapod。按照马斯克的说法，Megapod是一种将x86计算机与特斯拉AI4计算机封装在一起的“一体化设备”，本质上是一个模块化AI数据中心，无需建设庞大的专用供电设施即可运行。马斯克表示，这项业务未来可能会成为“一件非常重大的事情（quite a big deal）”。不过，如今AI概念已经不像过去那样能够轻易点燃市场热情。Canaccord分析师George Gianarikas周三在报告中写道：“现实确实充满挑战（The struggle is real）。”他指出，投资特斯拉始终是在短期与长期之间进行权衡。虽然他认为特斯拉在AI领域的发展潜力“令人着迷（intoxicating）”，但公司目前的利润率已经停滞不前，而且自由现金流仍为负值。尽管如此，Gianarikas仍维持特斯拉股票“买入（Buy）”评级，不过将目标价从450美元下调至410美元。RBC Capital Markets分析师Tom Narayan同样维持“买入”评级，并继续给予500美元目标价。华尔街仍押注Robotaxi和机器人Narayan依然把关注重点放在特斯拉的AI业务机会，包括Robotaxi（无人驾驶出租车）以及人形机器人。特斯拉于2025年6月推出Robotaxi服务，此后一直以较慢的速度向更多城市扩张。Narayan认为，本季度利润率承压的一部分原因来自研发投入增加，而这些支出最终将推动Robotaxi业务取得进展。虽然不少投资者对于Robotaxi扩张速度过慢感到失望，但Narayan认为，这种循序渐进、将安全放在首位的发展策略更加合理。他说：“特斯拉的Robotaxi车队仍然刻意保持较小规模，目前已覆盖美国德州、佛罗里达州以及湾区共七个市场，累计完成超过38万英里无人监管自动驾驶行驶，而且至今没有发生任何值得关注的安全事故。”华尔街关注Robotaxi数据目前，华尔街多数分析师仍把Robotaxi视为特斯拉未来价值的重要来源。摩根大通（JPMorgan）分析师Rajat Gupta周四表示：“本季度最重要的信息是，无人监管Robotaxi行驶里程正在持续增长，自2026年1月以来，每周增长约10%。”他同时指出：“到目前为止，其安全记录依然相当稳健。”不过，Gupta仍将特斯拉目标价下调30美元至445美元，并维持“持有（Hold）”评级。华尔街仍相信未来，但希望利润率改善总体来看，华尔街普遍认可特斯拉持续加大AI研发投入的必要性，但与此同时，也希望公司的汽车业务利润率能够有所改善。截至目前，在特斯拉公布财报之后，并没有任何分析师上调或下调股票评级，只有部分机构调整了目标价。根据FactSet统计，目前分析师给予特斯拉的平均目标价较财报公布前下调约8美元，降至392美元。这意味着，这次令人失望的财报，大约令特斯拉损失了约300亿美元市值，但这一数字还不到华尔街分析师估算公司合理价值的2%。特斯拉以及其股票——目前市盈率仍高达未来12个月预期盈利的160倍以上——一直以来交易的都是未来的增长预期，这一点至今没有改变。不过，股价下跌也说明，与华尔街相比，投资者当前的耐心已经有所减弱。","news_type":1,"symbols_score_info":{"09766":0.6,"TESL":0.6,"TSII":0.6,"TSLY":0.6,"TSLL":0.6,"TEST":0.6,"TSLA":2,"CRSH":0.6,"TSLG":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLW":0.6,"07766":0.6,"TSLS":0.6,"09366":0.6,"TSL":0.6,"TSLQ":0.6,"TSLT":0.6,"TSYY":0.6,"TSLP":0.6,"07366":0.6,"TSLR":0.6,"TSLI":0.6,"TLA":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575762889085080,"gmtCreate":1781582902615,"gmtModify":1781585606721,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> spcx大哥不带一下吗","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> spcx大哥不带一下吗","text":"$特斯拉(TSLA)$ spcx大哥不带一下吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575762889085080","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574454944862480,"gmtCreate":1781261664401,"gmtModify":1781271576726,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$Space Exploration Technologies(SPCX)$ </a> 打卡","listText":"<a href=\"https://laohu8.com/S/SPCX\">$Space Exploration Technologies(SPCX)$ </a> 打卡","text":"$Space Exploration Technologies(SPCX)$ 打卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574454944862480","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498737893413768,"gmtCreate":1762787691816,"gmtModify":1762787703747,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/ebc7d26ab2539d79b23021d7df7d1957","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498737893413768","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":496204636712960,"gmtCreate":1762166563288,"gmtModify":1762166575115,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/ddc6aefb747c54bb8ac5577f8b5437ad","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496204636712960","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493609661460640,"gmtCreate":1761531118662,"gmtModify":1761531130302,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20251031 260.0 PUT\">$AAPL 20251031 260.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20251031 260.0 PUT\">$AAPL 20251031 260.0 PUT$ </a>&nbsp;","text":"$AAPL 20251031 260.0 PUT$","images":[{"img":"https://static.tigerbbs.com/992c4dbdd4897d38e2899ee5c1e501e0","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493609661460640","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491213687136552,"gmtCreate":1760946137761,"gmtModify":1760946149580,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/878c369a985685ca8a4294cbb5c99b48","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491213687136552","isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":488779981144064,"gmtCreate":1760358581539,"gmtModify":1760358593222,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/a9a0310ba5af6f833a76535de0adb9c6","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488779981144064","isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486278747849424,"gmtCreate":1759749188766,"gmtModify":1759749191555,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/f854289bbf73d3ae32e0ea1b70fb9403","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486278747849424","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483717671473600,"gmtCreate":1759124229934,"gmtModify":1759124241630,"author":{"id":"4204163141472440","authorId":"4204163141472440","name":"qkmin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204163141472440","idStr":"4204163141472440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/388c9a52caec27b4fcb66d2adbfb6c86","width":"952","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483717671473600","isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}