其他车企都不买账的f_老虎社区_美港股上老虎 - 老虎社区

畜牧教主马斯克

其他车企都不买账的fsd，甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额[笑哭] 原来全球就这么点人

特斯拉回来了？

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原来全球就这么点人</p></body></html>","htmlText":"<html><head></head><body><p>其他车企都不买账的fsd，甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额<span>[笑哭]&nbsp;</span> 原来全球就这么点人</p></body></html>","text":"其他车企都不买账的fsd，甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额[笑哭] 原来全球就这么点人","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/514304299102632","repostId":2593225446,"repostType":2,"repost":{"id":"2593225446","kind":"news","pubTimestamp":1766503320,"share":"https://www.laohu8.com/m/news/2593225446?lang=zh_CN&edition=full","pubTime":"2025-12-23 23:22","market":"other","language":"zh","title":"特斯拉回来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2593225446","media":"市场资讯","summary":"　　多重利好推动特斯拉总市值达到1.63万亿美元。12月22日，美股盘中，特斯拉股价一度涨3.66%至每股498.82美元，刷新了上周四录得的历史纪录，接近每股500美元关口。从市场分析来看，特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。　　回顾来看，特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案，当时总值约560亿美元。马斯克在特斯拉目前持股比例约13%。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p><span>　　来源：北京商报</span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20251223/217/w660h357/20251223/b51f-cf14eef53e7be574acb3f403f73e1f46.jpg\"/><span></span></div>\n<p>　　多重利好推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值达到1.63万亿美元。12月22日，美股盘中，特斯拉股价一度涨3.66%至每股498.82美元，刷新了上周四录得的历史纪录，接近每股500美元关口。截至收盘，涨幅收窄至1.56%附近，报收于每股488.73美元，本月已累计上涨近15%。从市场分析来看，特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。此外，分析师的乐观预期也在推动其股价不断上涨。</p>\n<p>　　马斯克薪酬案翻盘</p>\n<p>　　当地时间上周五（12月19日），美国特拉华州最高法院裁定，马斯克原总值560亿美元的薪酬方案遭下级法院取消的决定太过极端，该方案必须恢复。</p>\n<p>　　马斯克本人在社交平台X上回应相关消息时写道：“感谢你们坚定不移的支持。”</p>\n<p>　　回顾来看，特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案，当时总值约560亿美元。方案设立12项目标，马斯克每完成一项，便可获得相应的股票期权激励。马斯克在特斯拉目前持股比例约13%。据路透社和德新社报道，原总值560亿美元的薪酬方案当前总值已涨至约1400亿美元。</p>\n<p>　　此外，今年11月，特斯拉股东以超过75%的赞成票通过了董事会为马斯克制定的最新薪酬方案，最高价值可达1万亿美元。不过按美媒说法，新方案设立的目标难度极高。但此举反映出投资者对其将特斯拉从电动汽车制造商转型为人工智能与<span>机器人</span><span></span>巨头的愿景抱有信心。</p>\n<p>　　消息面上，上周末，美国投行韦德布什董事总经理、知名科技分析师丹·艾夫斯发布了对2026年美国科技股及人工智能（AI）领域的“五大乐观预测”。他持续看好特斯拉，并相信这家电动汽车领导者将在2026年扩大其自动驾驶出租车的运营范围。</p>\n<p>　　“特斯拉将于2026年于全球超过30个城市成功推出机器人出租车，并开始大规模生产无人驾驶出租车Cybercabs。”他写道。不论外界有多少“噪音”，艾夫斯仍坚信，马斯克的公司将在“无人驾驶竞赛”中胜出。他预测，在基本预期下，特斯拉股价明年将上涨26%。</p>\n<p>　　国际注册创新管理师、鹿客岛科技创始人兼CEO卢克林分析认为，特斯拉本月内约15%的股价涨幅，七成是“AI故事”重估，三成来自资金轮动。Robotaxi落地预期正推动其估值模型从“车企”向“软件+平台”模式切换，叠加空头回补和指数调仓等因素，形成短期情绪驱动行情。但他强调，这一波动的内核在于长期贴现率下调。全自动驾驶（FSD）渗透率每提升1%，模型就能多挤出百亿美元市值。当前股价谈不上泡沫，并非纯粹情绪炒作。</p>\n<p>　　FSD拓圈</p>\n<p>　　上周末，特斯拉在社交平台宣布，最新版的“FSD Supervised”功能能让特斯拉汽车“完全独立地”将车主送到目的地，自动寻找空位和泊车，并配上了视频。</p>\n<p>　　马斯克转发了这则帖文并写道“赶紧试试吧”。当有人询问“何时能在阿联酋使用到该功能”时，马斯克回应称“很有可能下个月就能”在阿联酋用到。</p>\n<p>　　卢克林分析表示，阿联酋只是中东的“样板间”。迪拜王储刚把自动驾驶写进2030交通蓝图，地广人稀、法规快、油价高，正是FSD最好的公关舞台。一旦跑通，沙特、科威特会排队买单，特斯拉用软件溢价换市场份额，比卖车更快。他进一步分析到，“中东富豪认品牌，智能化一旦种草，需求弹性远大于欧美”。</p>\n<p>　　另值得一提的是，美国旧金山市上周末发生大规模停电事故，导致<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Waymo无人驾驶网约车服务暂停。社交媒体上出现一些车辆被卡在十字路口、甚至马路正中央的图片。</p>\n<p>　　据悉，在旧金山停电期间，依靠FSD系统驱动的特斯拉汽车均正常运行。马斯克也发文表示，特斯拉Robotaxi并未受到旧金山停电影响。</p>\n<p>　　据了解，特斯拉目前正在奥斯汀地区试点无安全员随车的Robotaxi服务。该公司管理层透露，此前测试阶段曾配备车内监控人员。马斯克已确认奥斯汀无人驾驶Robotaxi测试正在进行中。</p>\n<p>　　韦德布什预计，特斯拉将全面掌控全球约70%的自动驾驶市场份额。该券商认为，自动驾驶与机器人技术将成为特斯拉2026年的核心发力点。随着技术路线图的全面量产，这一转型将重新定义行业格局。</p>\n<font>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：高佳 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://finance.sina.com.cn/stock/t/2025-12-23/doc-inhcvfaf5173221.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：北京商报\n\n　　多重利好推动特斯拉总市值达到1.63万亿美元。12月22日，美股盘中，特斯拉股价一度涨3.66%至每股498.82美元，刷新了上周四录得的历史纪录，接近每股500美元关口。截至收盘，涨幅收窄至1.56%附近，报收于每股488.73美元，本月已累计上涨近15%。从市场分析来看，特斯拉股价近期飙升的部分...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-12-23/doc-inhcvfaf5173221.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) 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　　来源：北京商报\n\n　　多重利好推动特斯拉总市值达到1.63万亿美元。12月22日，美股盘中，特斯拉股价一度涨3.66%至每股498.82美元，刷新了上周四录得的历史纪录，接近每股500美元关口。截至收盘，涨幅收窄至1.56%附近，报收于每股488.73美元，本月已累计上涨近15%。从市场分析来看，特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。此外，分析师的乐观预期也在推动其股价不断上涨。\n　　马斯克薪酬案翻盘\n　　当地时间上周五（12月19日），美国特拉华州最高法院裁定，马斯克原总值560亿美元的薪酬方案遭下级法院取消的决定太过极端，该方案必须恢复。\n　　马斯克本人在社交平台X上回应相关消息时写道：“感谢你们坚定不移的支持。”\n　　回顾来看，特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案，当时总值约560亿美元。方案设立12项目标，马斯克每完成一项，便可获得相应的股票期权激励。马斯克在特斯拉目前持股比例约13%。据路透社和德新社报道，原总值560亿美元的薪酬方案当前总值已涨至约1400亿美元。\n　　此外，今年11月，特斯拉股东以超过75%的赞成票通过了董事会为马斯克制定的最新薪酬方案，最高价值可达1万亿美元。不过按美媒说法，新方案设立的目标难度极高。但此举反映出投资者对其将特斯拉从电动汽车制造商转型为人工智能与机器人巨头的愿景抱有信心。\n　　消息面上，上周末，美国投行韦德布什董事总经理、知名科技分析师丹·艾夫斯发布了对2026年美国科技股及人工智能（AI）领域的“五大乐观预测”。他持续看好特斯拉，并相信这家电动汽车领导者将在2026年扩大其自动驾驶出租车的运营范围。\n　　“特斯拉将于2026年于全球超过30个城市成功推出机器人出租车，并开始大规模生产无人驾驶出租车Cybercabs。”他写道。不论外界有多少“噪音”，艾夫斯仍坚信，马斯克的公司将在“无人驾驶竞赛”中胜出。他预测，在基本预期下，特斯拉股价明年将上涨26%。\n　　国际注册创新管理师、鹿客岛科技创始人兼CEO卢克林分析认为，特斯拉本月内约15%的股价涨幅，七成是“AI故事”重估，三成来自资金轮动。Robotaxi落地预期正推动其估值模型从“车企”向“软件+平台”模式切换，叠加空头回补和指数调仓等因素，形成短期情绪驱动行情。但他强调，这一波动的内核在于长期贴现率下调。全自动驾驶（FSD）渗透率每提升1%，模型就能多挤出百亿美元市值。当前股价谈不上泡沫，并非纯粹情绪炒作。\n　　FSD拓圈\n　　上周末，特斯拉在社交平台宣布，最新版的“FSD Supervised”功能能让特斯拉汽车“完全独立地”将车主送到目的地，自动寻找空位和泊车，并配上了视频。\n　　马斯克转发了这则帖文并写道“赶紧试试吧”。当有人询问“何时能在阿联酋使用到该功能”时，马斯克回应称“很有可能下个月就能”在阿联酋用到。\n　　卢克林分析表示，阿联酋只是中东的“样板间”。迪拜王储刚把自动驾驶写进2030交通蓝图，地广人稀、法规快、油价高，正是FSD最好的公关舞台。一旦跑通，沙特、科威特会排队买单，特斯拉用软件溢价换市场份额，比卖车更快。他进一步分析到，“中东富豪认品牌，智能化一旦种草，需求弹性远大于欧美”。\n　　另值得一提的是，美国旧金山市上周末发生大规模停电事故，导致谷歌Waymo无人驾驶网约车服务暂停。社交媒体上出现一些车辆被卡在十字路口、甚至马路正中央的图片。\n　　据悉，在旧金山停电期间，依靠FSD系统驱动的特斯拉汽车均正常运行。马斯克也发文表示，特斯拉Robotaxi并未受到旧金山停电影响。\n　　据了解，特斯拉目前正在奥斯汀地区试点无安全员随车的Robotaxi服务。该公司管理层透露，此前测试阶段曾配备车内监控人员。马斯克已确认奥斯汀无人驾驶Robotaxi测试正在进行中。\n　　韦德布什预计，特斯拉将全面掌控全球约70%的自动驾驶市场份额。该券商认为，自动驾驶与机器人技术将成为特斯拉2026年的核心发力点。随着技术路线图的全面量产，这一转型将重新定义行业格局。\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":140,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":96,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/514304299102632"}