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0勋章

05-01

胡扯，离开马斯克特斯拉才能真正成长

04-29

可是我只关心谁能赢啊

刘强东没告诉你的那些事 ——京东与美团是善恶之战还是利益之争

04-16

釜底抽薪，没有外卖员送美团就会倒闭

抱歉，原内容已删除

2024-05-04

我反对

特斯拉董事长敦促股东重新批准马斯克天价薪酬方案

2024-04-18

马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司

抱歉，原内容已删除

2024-04-15

没电池呗，还能因为啥

曝特斯拉已暂停Cybertruck交付：多位车主被告知延期提车

2024-04-07

8月8日：还得测试，量产5年后见吧

抱歉，原内容已删除

2024-03-29

雷军：亏多亏少都是亏，不如索性玩个大的[开心] 难道说再也没有小米手机了吗

小米汽车SU7顶配版调整定价，低于特斯拉Model 3

2024-03-28

$小米集团-W(01810)$ 雷总，今晚要说几个“最”？[龇牙]

2024-03-28

$小米集团-W(01810)$ 小米SU7应该是低配29.9，高配34.9

2024-03-26

特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b

马斯克：本周开始，全美所有适用车辆将免费试用FSD一个月

2024-03-25

4680也太拉胯了

宁德时代与特斯拉继续合作，正在开发充电速度更快的电池

2024-03-20

去年也这样吹

特斯拉(TSLA)：得州超级工厂4680电池周产量可装备超1000辆Cybertruck

2024-03-18

我就问一句，小编的雨刷解决了吗

特斯拉纯视觉FSD全量推送，顺风车乘客完全感觉不到AI在开

2024-03-06

奔驰宝马大众赶紧跪地求饶，还在那执迷不悟

特斯拉德国工厂仍停产，Q1交付量或遭打击

2024-03-05

以环保之名行敲诈之实，特斯拉得拿起法律武器将犯罪分子送逐公堂

抱歉，原内容已删除

2024-03-05

周二早些时候是什么时候，昨天暴跌今天放火？先砸盘后放火？德国人会玩

遭环保活动人士纵火袭击！特斯拉德国工厂因停电被迫停产

2024-02-08

$特斯拉(TSLA)$ 有网友询问特斯拉semi卡车和48.680电池的近况

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12:58","market":"us","language":"zh","title":"刘强东没告诉你的那些事  ——京东与美团是善恶之战还是利益之争","url":"https://stock-news.laohu8.com/highlight/detail?id=2531224267","media":"蓝鲸财经","summary":"被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。","content":"<html><body><blockquote>\n<p>文｜上海章和投资高国垒 高国垒</p>\n</blockquote>\n<p>被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，<a href=\"https://laohu8.com/S/JD\">京东</a>与美团真是一场“善恶之战”，还是又一次利益之争？</p>\n<p>“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，刘强东打感情牌是可以理解的，也是商业社会所允许的。但利益相关方——消费者、骑手、餐饮商家乃至投资者该如何避免被误导，则是另一个问题。</p>\n<p>美团外卖业务净利率不到3%</p>\n<p>美团外卖业务利润率一直很低，绝不是刘强东说的“暴利”。</p>\n<p>2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。财报显示，美团到店酒旅业务利润率长期超40%（没有配送成本）。而外卖业务单笔配送亏损0.34元，依赖佣金和在线营销收入勉强实现整体盈利。美团没有单独披露外卖业务净利率。根据财报，美团2023年度综合净利率5.7%，2024年在规模效应和结果优化的基础上，综合净利率首次提高到10.6%。但考虑到到店和酒旅业务长期净利率超过40%，可以想象外卖业务净利率有多低。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>估算，美团外卖业务净利率大概2.8%——稳稳地落在刘强东“不准超过5%”的要求区间。</p>\n<p>京东高调进军外卖的“醉翁之意”</p>\n<p>2024年京东净利润达413亿元——电商平台赚的比外卖平台还多。按刘强东的思路，京东是否比美团更暴利？</p>\n<p>刘强东以“改善骑手待遇”、“让利给商家”为旗帜高调切入外卖市场，但商业逻辑远非表面这般温情。2024年京东核心电商业务增速已降至6.8%，3C家电品类更面临美团闪购的强势渗透——美团闪购3C订单量已达京东全站四成。京东外卖的“0佣金+五险一金”策略，本质是防御性扩张：通过高频外卖业务巩固用户粘性，阻止美团进一步蚕食其核心3C电商品类。</p>\n<p>更深层的动机在于资本市场叙事。京东近年净利润增长依赖投资收益（2024年其他收益达134亿元，占净利润32.5%），急需新故事支撑估值。</p>\n<p>京东外卖的“不可能三角”</p>\n<p>刘强东好像在善意的“不允许京东外卖利润率超过5%”，但现实是他准备亏多少的问题，而不是赚多少。“饿了么”外卖市占率近3成，目前仍然亏损。考虑到京东平台和骑手对外卖业务可以部分复用，摩根大通测算，京东每获取5%外卖市场份额需亏损80-90亿元。京东需市占率超15%才可能盈亏平衡，但当前其日单量仅100万（美团日均6390万单）。</p>\n<p>刘强东宣称“全额承担骑手社保”，但美团已启动养老保险试点，并通过灵活用工稀释成本（仅核心骑手80-100万需参保，单均成本增加0.1-0.2元）。京东若将社保成本完全内部化，需额外年支出超几十亿元。</p>\n<p>外卖的市场份额、保住原有业务的利润和社会责任，是京东的“不可能三角”。</p>\n<p>“压榨”争议的认知偏差</p>\n<p>商家端，美团外卖费率透明化改革后，餐饮商家支付给美团的技术服务费为订单额的6%-8%，商家支付的配送费基本都给了骑手，消费者也承担少量配送费。商家实际负担不轻，但也称不上“压榨”——美团也没怎么赚钱，外卖业务净利率不到3%。</p>\n<p>骑手端，美团高频骑手月均收入6650-9344元，部分熟练骑手能超过1万元，虽劳动强度大，但收入高于制造业普工。在当前就业形势下，对于没有任何技能的劳动者，这样的收入水平大家可以给个公允评价。</p>\n<p>商业竞争没有善恶</p>\n<p>美团综合净利润率从5%提升至11%，并非靠“压榨”，而是总收入增长22%的规模效应+结构性优化：到店和酒旅等高毛利业务占比从51.5%升至56.3%，其他新业务亏损率从88%收窄至31%。反观京东，外卖业务需直面美团7年积累的算法、运力与商户关系，其宣称的“0佣金”难以持久——一旦补贴退坡，商家和消费者仍将回归履约效率更高的平台。</p>\n<p>一个常见的商业安排是，高频业务带动低频业务，高频业务负责引流和客户粘性，低频业务负责赚钱。外卖就是美团不赚钱的高频业务。现在京东组织炮火轰击的正是美团的高频业务。对刘强东来说，这场仗可能不得不打，但注定是一场硬仗。而且即使打赢了，也只是拓展了一块本身难以赚钱的引流业务（不是刘强东不想赚的问题）。要想赚钱，需要在此基础上延伸新的低成本高毛利业务。</p>\n<p>结语：“正义叙事”背后是商业博弈</p>\n<p>刘强东的“反暴利”檄文充满感染力，但商业世界只相信常识。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-04-29 12:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/256206><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜上海章和投资高国垒 高国垒\n\n被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？\n“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，...</p>\n\n<a href=\"https://www.lanjinger.com/d/256206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/256206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2531224267","content_text":"文｜上海章和投资高国垒 高国垒\n\n被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？\n“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，刘强东打感情牌是可以理解的，也是商业社会所允许的。但利益相关方——消费者、骑手、餐饮商家乃至投资者该如何避免被误导，则是另一个问题。\n美团外卖业务净利率不到3%\n美团外卖业务利润率一直很低，绝不是刘强东说的“暴利”。\n2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。财报显示，美团到店酒旅业务利润率长期超40%（没有配送成本）。而外卖业务单笔配送亏损0.34元，依赖佣金和在线营销收入勉强实现整体盈利。美团没有单独披露外卖业务净利率。根据财报，美团2023年度综合净利率5.7%，2024年在规模效应和结果优化的基础上，综合净利率首次提高到10.6%。但考虑到到店和酒旅业务长期净利率超过40%，可以想象外卖业务净利率有多低。摩根大通估算，美团外卖业务净利率大概2.8%——稳稳地落在刘强东“不准超过5%”的要求区间。\n京东高调进军外卖的“醉翁之意”\n2024年京东净利润达413亿元——电商平台赚的比外卖平台还多。按刘强东的思路，京东是否比美团更暴利？\n刘强东以“改善骑手待遇”、“让利给商家”为旗帜高调切入外卖市场，但商业逻辑远非表面这般温情。2024年京东核心电商业务增速已降至6.8%，3C家电品类更面临美团闪购的强势渗透——美团闪购3C订单量已达京东全站四成。京东外卖的“0佣金+五险一金”策略，本质是防御性扩张：通过高频外卖业务巩固用户粘性，阻止美团进一步蚕食其核心3C电商品类。\n更深层的动机在于资本市场叙事。京东近年净利润增长依赖投资收益（2024年其他收益达134亿元，占净利润32.5%），急需新故事支撑估值。\n京东外卖的“不可能三角”\n刘强东好像在善意的“不允许京东外卖利润率超过5%”，但现实是他准备亏多少的问题，而不是赚多少。“饿了么”外卖市占率近3成，目前仍然亏损。考虑到京东平台和骑手对外卖业务可以部分复用，摩根大通测算，京东每获取5%外卖市场份额需亏损80-90亿元。京东需市占率超15%才可能盈亏平衡，但当前其日单量仅100万（美团日均6390万单）。\n刘强东宣称“全额承担骑手社保”，但美团已启动养老保险试点，并通过灵活用工稀释成本（仅核心骑手80-100万需参保，单均成本增加0.1-0.2元）。京东若将社保成本完全内部化，需额外年支出超几十亿元。\n外卖的市场份额、保住原有业务的利润和社会责任，是京东的“不可能三角”。\n“压榨”争议的认知偏差\n商家端，美团外卖费率透明化改革后，餐饮商家支付给美团的技术服务费为订单额的6%-8%，商家支付的配送费基本都给了骑手，消费者也承担少量配送费。商家实际负担不轻，但也称不上“压榨”——美团也没怎么赚钱，外卖业务净利率不到3%。\n骑手端，美团高频骑手月均收入6650-9344元，部分熟练骑手能超过1万元，虽劳动强度大，但收入高于制造业普工。在当前就业形势下，对于没有任何技能的劳动者，这样的收入水平大家可以给个公允评价。\n商业竞争没有善恶\n美团综合净利润率从5%提升至11%，并非靠“压榨”，而是总收入增长22%的规模效应+结构性优化：到店和酒旅等高毛利业务占比从51.5%升至56.3%，其他新业务亏损率从88%收窄至31%。反观京东，外卖业务需直面美团7年积累的算法、运力与商户关系，其宣称的“0佣金”难以持久——一旦补贴退坡，商家和消费者仍将回归履约效率更高的平台。\n一个常见的商业安排是，高频业务带动低频业务，高频业务负责引流和客户粘性，低频业务负责赚钱。外卖就是美团不赚钱的高频业务。现在京东组织炮火轰击的正是美团的高频业务。对刘强东来说，这场仗可能不得不打，但注定是一场硬仗。而且即使打赢了，也只是拓展了一块本身难以赚钱的引流业务（不是刘强东不想赚的问题）。要想赚钱，需要在此基础上延伸新的低成本高毛利业务。\n结语：“正义叙事”背后是商业博弈\n刘强东的“反暴利”檄文充满感染力，但商业世界只相信常识。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424909765611872,"gmtCreate":1744770357867,"gmtModify":1744770359886,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"釜底抽薪，没有外卖员送美团就会倒闭","listText":"釜底抽薪，没有外卖员送美团就会倒闭","text":"釜底抽薪，没有外卖员送美团就会倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424909765611872","repostId":"1162776790","repostType":2,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302253632413960,"gmtCreate":1714798478171,"gmtModify":1714798479856,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"我反对","listText":"我反对","text":"我反对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302253632413960","repostId":"2432154893","repostType":2,"repost":{"id":"2432154893","kind":"news","pubTimestamp":1714779699,"share":"https://www.laohu8.com/m/news/2432154893?lang=&edition=full","pubTime":"2024-05-04 07:41","market":"us","language":"zh","title":"特斯拉董事长敦促股东重新批准马斯克天价薪酬方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2432154893","media":"智通财经","summary":"在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。","content":"<html><body><article><p>在周五发布的一段视频中，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。</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>特斯拉董事长敦促股东重新批准马斯克天价薪酬方案</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特斯拉董事长敦促股东重新批准马斯克天价薪酬方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 07:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2432154893","content_text":"在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296614346961096,"gmtCreate":1713453239389,"gmtModify":1713454457673,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","listText":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","text":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296614346961096","repostId":"2428555748","repostType":2,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295620632203320,"gmtCreate":1713181979229,"gmtModify":1713181981074,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"没电池呗，还能因为啥","listText":"没电池呗，还能因为啥","text":"没电池呗，还能因为啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295620632203320","repostId":"2427785550","repostType":2,"repost":{"id":"2427785550","kind":"news","pubTimestamp":1713175759,"share":"https://www.laohu8.com/m/news/2427785550?lang=&edition=full","pubTime":"2024-04-15 18:09","market":"hk","language":"zh","title":"曝特斯拉已暂停Cybertruck交付：多位车主被告知延期提车","url":"https://stock-news.laohu8.com/highlight/detail?id=2427785550","media":"快科技","summary":"快科技4月15日消息，据媒体报道，特斯拉Cybertruck目前已经全面暂停了交付。有多名预订了Cybertruck的准车主爆料称，原定上周的提车计划被告知取消。特斯拉表示，交车时间需要延后，具体交付时间将另行通知。我们从特斯拉美国官网了解到，现在下订Cybertruck车型，最快需要等到2025年才能交付。根据特斯拉此前的计划，Cybertruck的年交付量预计为25万台。由于特斯拉Cybertruck的产能缓慢，倒卖Cybertruck成为了获得该车的最快方式。","content":"<html><body><p>快科技4月15日消息，<strong>据媒体报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Cybertruck目前已经全面暂停了交付。</strong></p><p>有多名预订了Cybertruck的准车主爆料称，原定上周的提车计划被告知取消。</p><p>特斯拉表示，<strong>交车时间需要延后，具体交付时间将另行通知。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_16/C97838D62538D1977F16E1243D0C03036A19F54C_size385_w600_h431.png\"/></p><p>我们从特斯拉美国官网了解到，<strong>现在下订Cybertruck车型，最快需要等到2025年才能交付。</strong></p><p>根据特斯拉此前的计划，Cybertruck的年交付量预计为25万台。</p><p><strong>然而，马斯克表示这一目标不会在今年实现，而要等到2025年。</strong></p><p>由于特斯拉Cybertruck的产能缓慢，倒卖Cybertruck成为了获得该车的最快方式。</p><p>目前，Cybertruck Foundation系列的价格已经炒至29万美元（约合人民币208万元），在拍卖市场上也有订单成交价超过20万美元。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_16/41CB85A70ACDC0208459AB631D360AB60B0DF991_size106_w600_h360.jpg\"/></p></body></html>","source":"fenghuang_stock","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>曝特斯拉已暂停Cybertruck交付：多位车主被告知延期提车</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曝特斯拉已暂停Cybertruck交付：多位车主被告知延期提车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Ynw9m4ShvU><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月15日消息，据媒体报道，特斯拉Cybertruck目前已经全面暂停了交付。有多名预订了Cybertruck的准车主爆料称，原定上周的提车计划被告知取消。特斯拉表示，交车时间需要延后，具体交付时间将另行通知。我们从特斯拉美国官网了解到，现在下订Cybertruck车型，最快需要等到2025年才能交付。根据特斯拉此前的计划，Cybertruck的年交付量预计为25万台。然而，马斯克表示这一...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Ynw9m4ShvU\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4527":"明星科技股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1435385759.SGD":"Natixis Loomis Sayles US 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\"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://tech.ifeng.com/c/8Ynw9m4ShvU","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427785550","content_text":"快科技4月15日消息，据媒体报道，特斯拉Cybertruck目前已经全面暂停了交付。有多名预订了Cybertruck的准车主爆料称，原定上周的提车计划被告知取消。特斯拉表示，交车时间需要延后，具体交付时间将另行通知。我们从特斯拉美国官网了解到，现在下订Cybertruck车型，最快需要等到2025年才能交付。根据特斯拉此前的计划，Cybertruck的年交付量预计为25万台。然而，马斯克表示这一目标不会在今年实现，而要等到2025年。由于特斯拉Cybertruck的产能缓慢，倒卖Cybertruck成为了获得该车的最快方式。目前，Cybertruck Foundation系列的价格已经炒至29万美元（约合人民币208万元），在拍卖市场上也有订单成交价超过20万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292606899720464,"gmtCreate":1712463118292,"gmtModify":1712463120006,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"8月8日：还得测试，量产5年后见吧","listText":"8月8日：还得测试，量产5年后见吧","text":"8月8日：还得测试，量产5年后见吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292606899720464","repostId":"1165939380","repostType":2,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289281176727656,"gmtCreate":1711648260650,"gmtModify":1711648262864,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"雷军：亏多亏少都是亏，不如索性玩个大的[开心]&nbsp;&nbsp;难道说再也没有小米手机了吗","listText":"雷军：亏多亏少都是亏，不如索性玩个大的[开心]&nbsp;&nbsp;难道说再也没有小米手机了吗","text":"雷军：亏多亏少都是亏，不如索性玩个大的[开心] 难道说再也没有小米手机了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289281176727656","repostId":"2422119140","repostType":2,"repost":{"id":"2422119140","kind":"news","pubTimestamp":1711639050,"share":"https://www.laohu8.com/m/news/2422119140?lang=&edition=full","pubTime":"2024-03-28 23:17","market":"us","language":"zh","title":"小米汽车SU7顶配版调整定价，低于特斯拉Model 3","url":"https://stock-news.laohu8.com/highlight/detail?id=2422119140","media":"和讯网","summary":"原本顶配版的定价为35万元，但考虑到市场上的降价潮，小米汽车决定做出调整。最终，标准版的定价比特斯拉Model 3低了3万元，MAX版则定价为29.9万元。据相关消息，小米汽车此次调整定价的背后原因是受到了车企降价潮的影响。对于消费者来说，小米汽车此次调整定价无疑是一次利好消息。小米汽车此次调整定价既是对消费者的福利，也是公司发展的需要。","content":"<html><body><article><p>【雷军：小米SU7顶配版原定价35万元 因车企降价潮而调整】 雷军近日接受采访时表示，在纯电汽车行业中，除了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，几乎没有哪家公司能够实现盈利。对于小米汽车SU7的定价，雷军表示既要让消费者感受到品牌的诚意，同时也要考虑到公司的利益。原本顶配版的定价为35万元，但考虑到市场上的降价潮，小米汽车决定做出调整。最终，标准版的定价比特斯拉Model 3低了3万元，MAX版则定价为29.9万元。 据相关消息，小米汽车此次调整定价的背后原因是受到了车企降价潮的影响。雷军在采访中也表示，目前除了特斯拉，几乎没有其他纯电汽车企业能够实现盈利。因此，小米汽车希望通过降低定价，让消费者感受到品牌的诚意，并在市场上获得更多的竞争优势。 对于消费者来说，小米汽车此次调整定价无疑是一次利好消息。对比特斯拉的价格，小米汽车的定价更加亲民，能够满足更多消费者的购车需求。同时，降低定价也意味着小米汽车在市场上的竞争力将得到进一步提升，吸引更多消费者的关注和购买意愿。 小米汽车此次调整定价的决策背后经过了深思熟虑。公司希望通过调整定价，能够满足消费者的需求，同时也要考虑到公司的利益和发展。这一决策的背后，也折射出小米汽车在纯电汽车领域的坚定决心和对市场的深入洞察。 尽管纯电汽车行业面临着巨大的挑战和竞争，但小米汽车仍然保持着积极乐观的态度。雷军在采访中表示，小米汽车将继续努力，提供更加优质的产品和服务，为消费者创造更好的出行体验。他相信，通过不断创新和努力，小米汽车能够在激烈的市场竞争中取得成功。 以上就是雷军在采访中提到的关于小米汽车SU7顶配版定价调整的相关信息。小米汽车此次调整定价既是对消费者的福利，也是公司发展的需要。相信随着小米汽车不断努力和创新，未来将会在纯电汽车行业中取得更大的突破和成就。</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>小米汽车SU7顶配版调整定价，低于特斯拉Model 3</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米汽车SU7顶配版调整定价，低于特斯拉Model 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 23:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403282329078b6e4e31&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【雷军：小米SU7顶配版原定价35万元 因车企降价潮而调整】 雷军近日接受采访时表示，在纯电汽车行业中，除了特斯拉，几乎没有哪家公司能够实现盈利。对于小米汽车SU7的定价，雷军表示既要让消费者感受到品牌的诚意，同时也要考虑到公司的利益。原本顶配版的定价为35万元，但考虑到市场上的降价潮，小米汽车决定做出调整。最终，标准版的定价比特斯拉Model 3低了3万元，MAX版则定价为29.9万元。 据相关...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403282329078b6e4e31&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE 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雷总，今晚要说几个“最”？[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289164573692240","isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289163877908640,"gmtCreate":1711619624350,"gmtModify":1711623779833,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 小米SU7应该是低配29.9，高配34.9","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 小米SU7应该是低配29.9，高配34.9","text":"$小米集团-W(01810)$ 小米SU7应该是低配29.9，高配34.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289163877908640","isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288471466688808,"gmtCreate":1711437954915,"gmtModify":1711437957800,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","listText":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","text":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288471466688808","repostId":"1150870005","repostType":2,"repost":{"id":"1150870005","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":1711420771,"share":"https://www.laohu8.com/m/news/1150870005?lang=&edition=full","pubTime":"2024-03-26 10:39","market":"us","language":"zh","title":"马斯克：本周开始，全美所有适用车辆将免费试用FSD一个月","url":"https://stock-news.laohu8.com/highlight/detail?id=1150870005","media":"老虎资讯综合","summary":"特斯拉更新了官网，向美国和加拿大新购车用户提供为期一个月的免费FSD体验。在回复Whole Mars Catalog的一个贴子时，马斯克澄清：“本周开始，全美所有适用车辆将能免费试用FSD一个月”。这将包含几乎所有已交付车辆（需配备HW3硬件）。此外，马斯克给特斯拉全员发送了一封题为“FSD V12.3.1”的电子邮件称，今后，在北美地区交车前，必须安装并激活FSD V12.3.1，并让客户进行短暂试驾。","content":"<html><head></head><body><p>特斯拉更新了官网，向美国和加拿大新购车用户提供为期一个月的免费FSD体验。在回复Whole Mars Catalog的一个贴子时，马斯克澄清：“本周开始，全美所有适用车辆将能免费试用FSD一个月”。这将包含几乎所有已交付车辆（需配备HW3硬件）。此外，马斯克给特斯拉全员发送了一封题为“FSD V12.3.1”的电子邮件称，今后，在北美地区交车前，必须安装并激活FSD V12.3.1，并让客户进行短暂试驾。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce907adb6413caeede4cff4a4970a81b\" tg-width=\"805\" tg-height=\"866\"/></p><p></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>马斯克：本周开始，全美所有适用车辆将免费试用FSD一个月</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; 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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\">2024-03-26 10:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉更新了官网，向美国和加拿大新购车用户提供为期一个月的免费FSD体验。在回复Whole Mars Catalog的一个贴子时，马斯克澄清：“本周开始，全美所有适用车辆将能免费试用FSD一个月”。这将包含几乎所有已交付车辆（需配备HW3硬件）。此外，马斯克给特斯拉全员发送了一封题为“FSD V12.3.1”的电子邮件称，今后，在北美地区交车前，必须安装并激活FSD V12.3.1，并让客户进行短暂试驾。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce907adb6413caeede4cff4a4970a81b\" tg-width=\"805\" tg-height=\"866\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150870005","content_text":"特斯拉更新了官网，向美国和加拿大新购车用户提供为期一个月的免费FSD体验。在回复Whole Mars Catalog的一个贴子时，马斯克澄清：“本周开始，全美所有适用车辆将能免费试用FSD一个月”。这将包含几乎所有已交付车辆（需配备HW3硬件）。此外，马斯克给特斯拉全员发送了一封题为“FSD V12.3.1”的电子邮件称，今后，在北美地区交车前，必须安装并激活FSD V12.3.1，并让客户进行短暂试驾。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288105520914496,"gmtCreate":1711363978000,"gmtModify":1711363979605,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"4680也太拉胯了","listText":"4680也太拉胯了","text":"4680也太拉胯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288105520914496","repostId":"2422259132","repostType":2,"repost":{"id":"2422259132","kind":"news","pubTimestamp":1711360606,"share":"https://www.laohu8.com/m/news/2422259132?lang=&edition=full","pubTime":"2024-03-25 17:56","market":"hk","language":"zh","title":"宁德时代与特斯拉继续合作，正在开发充电速度更快的电池","url":"https://stock-news.laohu8.com/highlight/detail?id=2422259132","media":"华尔街见闻","summary":"宁德时代还在为特斯拉内华达工厂供应设备。","content":"<html><body><p>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>努力打入2.5万美元以下的平价市场之际，全球最大动力电池制造商<a href=\"https://laohu8.com/S/300750\">宁德时代</a>依然是其重要的合作伙伴，据媒体报道，双方正在合作研发充电速度更快的电池。</p>\n<p>周一，宁德时代董事长曾毓群对媒体表示：</p>\n<blockquote>\n<p>如果是面向自动驾驶出租车市场，我们就不必太过关注单个电池的成本，因为我们的电池使用寿命更长，平均成本实际上更低。</p>\n</blockquote>\n<p>他还确认，宁德时代正在为特斯拉内华达工厂供应设备。据悉，特斯拉计划在内华达扩大电池产能，利用宁德时代设备在当地建立一家小型工厂。</p>\n<p>除了最大客户特斯拉，宁德时代还为宝马、奔驰和<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等车企供应耐用的磷酸铁锂电池。最新财报显示，凭借在中国国内外的电池供应优势，该公司的收入增长持续超过预期。</p>\n<p>宁德时代计划邀请<a href=\"https://laohu8.com/S/F\">福特汽车</a>的工程师到中国宁德总部或德国工厂接受培训。据透露，还有10到20家美国和欧洲车企正与宁德时代就类似安排进行洽谈。</p>\n<p>去年2月，福特曾与宁德时代达成协议，获得后者的技术授权在美国密歇根工厂生产电池。</p>\n<p>根据曾毓群的说法，福特-宁德时代合资工厂计划于2026年底前投产，不过计划产能已从最初35吉瓦时缩减至20吉瓦时左右。</p>\n<p>最后，曾毓群还透露，宁德时代虽有二次上市计划，但目前现金流状况良好，暂时没有筹资扩股的打算。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>宁德时代与特斯拉继续合作，正在开发充电速度更快的电池</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宁德时代与特斯拉继续合作，正在开发充电速度更快的电池\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-25 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3711247><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在特斯拉努力打入2.5万美元以下的平价市场之际，全球最大动力电池制造商宁德时代依然是其重要的合作伙伴，据媒体报道，双方正在合作研发充电速度更快的电池。\n周一，宁德时代董事长曾毓群对媒体表示：\n\n如果是面向自动驾驶出租车市场，我们就不必太过关注单个电池的成本，因为我们的电池使用寿命更长，平均成本实际上更低。\n\n他还确认，宁德时代正在为特斯拉内华达工厂供应设备。据悉，特斯拉计划在内华达扩大电池产能，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711247\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/ea4fa859-ac95-4f36-bfca-885d684f0228.jpeg","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4588":"碎股","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4550":"红杉资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4141":"半导体产品","BK4526":"热门中概股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","BK4519":"光伏太阳能","JKS":"晶科能源","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4511":"特斯拉概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4099":"汽车制造商","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念"},"source_url":"https://wallstreetcn.com/articles/3711247","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422259132","content_text":"在特斯拉努力打入2.5万美元以下的平价市场之际，全球最大动力电池制造商宁德时代依然是其重要的合作伙伴，据媒体报道，双方正在合作研发充电速度更快的电池。\n周一，宁德时代董事长曾毓群对媒体表示：\n\n如果是面向自动驾驶出租车市场，我们就不必太过关注单个电池的成本，因为我们的电池使用寿命更长，平均成本实际上更低。\n\n他还确认，宁德时代正在为特斯拉内华达工厂供应设备。据悉，特斯拉计划在内华达扩大电池产能，利用宁德时代设备在当地建立一家小型工厂。\n除了最大客户特斯拉，宁德时代还为宝马、奔驰和蔚来等车企供应耐用的磷酸铁锂电池。最新财报显示，凭借在中国国内外的电池供应优势，该公司的收入增长持续超过预期。\n宁德时代计划邀请福特汽车的工程师到中国宁德总部或德国工厂接受培训。据透露，还有10到20家美国和欧洲车企正与宁德时代就类似安排进行洽谈。\n去年2月，福特曾与宁德时代达成协议，获得后者的技术授权在美国密歇根工厂生产电池。\n根据曾毓群的说法，福特-宁德时代合资工厂计划于2026年底前投产，不过计划产能已从最初35吉瓦时缩减至20吉瓦时左右。\n最后，曾毓群还透露，宁德时代虽有二次上市计划，但目前现金流状况良好，暂时没有筹资扩股的打算。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286386728534184,"gmtCreate":1710946287579,"gmtModify":1710946289202,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"去年也这样吹","listText":"去年也这样吹","text":"去年也这样吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286386728534184","repostId":"2420264817","repostType":2,"repost":{"id":"2420264817","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1710945551,"share":"https://www.laohu8.com/m/news/2420264817?lang=&edition=full","pubTime":"2024-03-20 22:39","market":"nz","language":"zh","title":"特斯拉(TSLA)：得州超级工厂4680电池周产量可装备超1000辆Cybertruck","url":"https://stock-news.laohu8.com/highlight/detail?id=2420264817","media":"金吾财讯","summary":"金吾财讯 | 北京时间3月20日晚，特斯拉(TSLA)宣布，美国得克萨斯州超级工厂4680电池周产量已足以装备超1000辆Cybertruck电动皮卡。特斯拉Cybertruck官方账号写道，“上周在得州超级工厂生产了足以装备超过1000辆Cybertruck的4680电池。”","content":"<html><body><p>金吾财讯 | 北京时间3月20日晚，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)宣布，美国得克萨斯州超级工厂4680电池周产量已足以装备超1000辆Cybertruck电动皮卡。特斯拉Cybertruck官方账号写道，“上周在得州超级工厂生产了足以装备超过1000辆Cybertruck的4680电池。”</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(TSLA)：得州超级工厂4680电池周产量可装备超1000辆Cybertruck</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)宣布，美国得克萨斯州超级工厂4680电池周产量已足以装备超1000辆Cybertruck电动皮卡。特斯拉Cybertruck官方账号写道，“上周在得州超级工厂生产了足以装备超过1000辆Cybertruck的4680电池。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/M2Q5ZDNjNTVmZWY0N2M2OWQ2MzcwMDEwMjQwZGE3NDA2MTUwMTI2NjQy.jpg","relate_stocks":{"159796":"电池","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4550":"红杉资本持仓","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ 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北京时间3月20日晚，特斯拉(TSLA)宣布，美国得克萨斯州超级工厂4680电池周产量已足以装备超1000辆Cybertruck电动皮卡。特斯拉Cybertruck官方账号写道，“上周在得州超级工厂生产了足以装备超过1000辆Cybertruck的4680电池。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285650559873232,"gmtCreate":1710757317177,"gmtModify":1710757318943,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"我就问一句，小编的雨刷解决了吗","listText":"我就问一句，小编的雨刷解决了吗","text":"我就问一句，小编的雨刷解决了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285650559873232","repostId":"2420172441","repostType":2,"repost":{"id":"2420172441","kind":"news","pubTimestamp":1710750222,"share":"https://www.laohu8.com/m/news/2420172441?lang=&edition=full","pubTime":"2024-03-18 16:23","market":"us","language":"zh","title":"特斯拉纯视觉FSD全量推送，顺风车乘客完全感觉不到AI在开","url":"https://stock-news.laohu8.com/highlight/detail?id=2420172441","media":"智能车参考","summary":"曹原 发自 副驾寺刚刚，特斯拉FSD V12，全面推送了。特斯拉最核心竞争力，终于迎来市场检验。特斯拉全面推送FSD V12这次推送没有特意公告，而是被一些车主偶然发现有新版本软件更新，其中包括特斯拉FSD Beta V12.3。特斯拉官方称为“端到端”智能驾驶，车端传感器输入各种数据，AI算法自己处理，最后输出驾驶决策，控制车辆。","content":"<html><body><p>曹原 发自 副驾寺</p><p>刚刚，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD V12，<strong>全面推送了</strong>。</p><p>已经有不少车主收到软件更新，实测视频和评价开始层出不穷。</p><p>特斯拉最核心竞争力，终于迎来市场检验。</p><p>特斯拉全面推送FSD V12</p><p>这次推送没有特意公告，而是被一些车主偶然发现有新版本软件更新，其中包括<strong>特斯拉FSD Beta V12.3</strong>。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/561D0F207D04A354CD06C8D2CA585A84C07ECE64_size56_w860_h485.jpg\"/></p><p>今年年初，特斯拉曾经推送过一次更新，但仅限于员工和内测用户，包括一些早期FSD Beta的测试人员。</p><p>上周早些时候，特斯拉员工又收到了FSD Beta V12.3的更新，没有面向所有车主，也没有发布说明，但马斯克仍然表示，这是一次版本的<strong>重大更新</strong>，甚至可以称作为V13。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/5516FD97AC0DE7F23E5E9326EEE466E1A264C8A0_size49_w969_h256.png\"/></p><p>正当人们又认为这又是一次内部测试，和广大用户没啥关系的时候，当地时间3月16日，特斯拉突然对所有FSD用户推送了V12.3的更新。</p><p>不少车主都是在网上看到新闻后才得知了这个消息，立刻手忙脚乱地跑进自己的特斯拉，看看有没有版本更新：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/982DFE2989BB3BC34352E763442790B9F97CA449_size1739_w640_h330.gif\"/></p><p>来源X用户Parker</p><p>需要强调的是，为什么这么多车主都对FSD Beta V12.3如此激动，即使还是带着“Beta”？</p><p>最核心的还是，从FSD V12开始，特斯拉的自动驾驶就迎来新阶段：没有规则代码，<strong>只有神经网络</strong>。</p><p>特斯拉官方称为“端到端”<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶，车端传感器输入各种数据，AI算法自己处理，最后输出驾驶决策，控制车辆。</p><p>这期间无论是训练还是实操，都是靠数据驱动。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/9B10FBA8196A5F22E615FC5039AE9D5B24B69345_size33_w1080_h608.jpg\"/></p><p>这也是为什么之前马斯克直播大秀FSD V12时，在红绿灯路口接管后说，需要多喂一些相关视频数据。</p><p>需要人类干预说明系统不会处理这个场景，那针对该场景多训练就自然能解决。</p><p>那么此次FSD Beta V12.3突然开放给所有FSD用户，大概能说明公司内部认为系统已经比较成熟，可以交付给车主用了。</p><p>那么现在就看看，马斯克口中的这次“重大更新”，到底效果如何？</p><p>FSD Beta V12.3实测</p><p>先说结论，根据现在车主发布的视频和实测结果，对新系统的看法比较一致：虽然有一些小问题，但瑕不掩瑜，整体还是令人印象深刻。</p><p>比如有车主说，自己今天用V12.3进行了6次拼车，<strong>没有一个乘客意识到车辆在“自己开自己”</strong>，并且零接管、零脱离。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/45EC6D04F7F76C2DF937F74352CDE3FD937730DB_size112_w1080_h239.png\"/></p><p>还有车主表示，原来自己在所在的社区从不用FSD Beta V11，因为经常出错，但是FSD Beta V12.3让他体验到了有史以来第一次“零接管”，而且系统在很多情况下都像人类，比如等待单车道上左转的车辆，或者马路中停下的送货车。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/71EC538B86D6AFC6BB0A6DF4F18ECA25D72EFF5D_size182_w1080_h357.png\"/></p><p>有车主在旧金山开了6次，每次约8-15分钟的路程来测试新系统，其中只接管了3-4次，系统加速减速非常流畅，比之前任何版本都接近人类驾驶方式，在高速公路上变道和汇入车流时比他自己还要开得好。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/579E4264C7A5BA8C460F4E304ACEDF5A2F0FD91C_size271_w1080_h471.png\"/></p><p>从车主po出的视频来看，新系统处理变道、掉头已经非常丝滑：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/0F9557FEA341EA4FF0C04C012B7B202DC37CA192_size5019_w640_h1120.gif\"/></p><p>来源X用户Jeremy Judkins</p><p>并且在面对一些极端场景时，系统也知道如何处理。</p><p>比如一位车主在街上使用新系统时，恰好碰到当地正在举办圣帕特里克节庆祝活动，街上车和人都川流不息，系统可以稳稳地根据导航行驶，并且前30分钟路程实现0干预。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/8E99E5D98F116BE6548F323B730D64C64E8BCEA4_size1226_w638_h352.gif\"/></p><p>来源X用户Rob Maurer</p><p>特别是在车的一侧有骑自行车的人，还有行人站到了马路上时，系统选择减速通过：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/3BDC9528508B00F2E01B26C97D79016700CAA15E_size6608_w638_h352.gif\"/></p><p>来源X用户Rob Maurer</p><p>并且在前方车道突然出现停止车辆，系统也能根据左侧车道情况，及时选择变道：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/FCA5CD9F6C7FBBCF99340D8AEEE448C738C9B383_size7848_w640_h352.gif\"/></p><p>来源X用户Rob Maurer</p><p>这个车主还表示，整段路程最完美的处理是系统顺利通过拥有6个车道和50多个行人的路口，完全没让接管。</p><p>还有在行人乱穿马路时，虽然是绿灯但系统没有急于通过路口，反而选择先礼让行人，同时车辆也能通过绿灯：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/C61AD8DDD7071DC6AA457164FB38B9A4FB29AB36_size2346_w640_h352.gif\"/></p><p>来源X用户Allen Iron</p><p>另一位车主发布的视频显示，在右转车道两侧都停了车，视野受限的情况下，系统能做到避让车辆：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/6AE0343A39EE77963A92D6279988B58A91B1B02C_size2119_w640_h554.gif\"/></p><p>来源X用户Edge Case</p><p>同时顺利转弯：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/AC39B40A89AE78EF02D0C3351C705BA7F2A64ACC_size2243_w640_h554.gif\"/></p><p>来源X用户Edge Case</p><p>不过车主们也都反馈了一些小问题。</p><p>比如在高速上系统没有选择正确的车道，导致错过出口，“至少没有做什么危险的事情”：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/DDFA199BA5F540ECA8B30DD88EBC7A1BF7D1634B_size156_w1080_h441.png\"/></p><p>而且不止一位车主反馈新系统有时候会选错车道，导致绕远路或者后续需要接管。</p><p>在视野遭到遮挡的情况下，系统没能识别路口正有消防车驶来，因此车主接管、踩了刹车：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/DC2BB777E81941D69D9E39F34C5D8D36C218F42C_size184_w1080_h292.png\"/></p><p>来源X用户Rob Maurer</p><p>还没能分清红灯笼和交通灯红灯的区别，系统虽然最后识别出来但已经离交通栅栏太近，所以车主及时接管：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/0069930E2E7A6041EE7959BC592220C863E20B56_size215_w1080_h362.png\"/></p><p>来源X用户The Kilowatts</p><p>有车主表示，虽然新系统还是不能处理所有情况，但是已经让他感觉到在不久的将来，完全自动驾驶是有可能实现的。</p><p>总结一下就是，虽然FSD Beta V12.3并不完美，需要继续训练迭代，但车主们还是比较满意的。</p><p>那么新的问题就来了，国内车主，啥时候能体验到啊？</p></body></html>","source":"fenghuang_stock","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>特斯拉纯视觉FSD全量推送，顺风车乘客完全感觉不到AI在开</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 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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特斯拉纯视觉FSD全量推送，顺风车乘客完全感觉不到AI在开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 16:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Y3Q3LzSn0B><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曹原 发自 副驾寺刚刚，特斯拉FSD V12，全面推送了。已经有不少车主收到软件更新，实测视频和评价开始层出不穷。特斯拉最核心竞争力，终于迎来市场检验。特斯拉全面推送FSD V12这次推送没有特意公告，而是被一些车主偶然发现有新版本软件更新，其中包括特斯拉FSD Beta V12.3。今年年初，特斯拉曾经推送过一次更新，但仅限于员工和内测用户，包括一些早期FSD Beta的测试人员。上周早些时候，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Y3Q3LzSn0B\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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DIS"},"source_url":"https://tech.ifeng.com/c/8Y3Q3LzSn0B","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420172441","content_text":"曹原 发自 副驾寺刚刚，特斯拉FSD V12，全面推送了。已经有不少车主收到软件更新，实测视频和评价开始层出不穷。特斯拉最核心竞争力，终于迎来市场检验。特斯拉全面推送FSD V12这次推送没有特意公告，而是被一些车主偶然发现有新版本软件更新，其中包括特斯拉FSD Beta V12.3。今年年初，特斯拉曾经推送过一次更新，但仅限于员工和内测用户，包括一些早期FSD Beta的测试人员。上周早些时候，特斯拉员工又收到了FSD Beta V12.3的更新，没有面向所有车主，也没有发布说明，但马斯克仍然表示，这是一次版本的重大更新，甚至可以称作为V13。正当人们又认为这又是一次内部测试，和广大用户没啥关系的时候，当地时间3月16日，特斯拉突然对所有FSD用户推送了V12.3的更新。不少车主都是在网上看到新闻后才得知了这个消息，立刻手忙脚乱地跑进自己的特斯拉，看看有没有版本更新：来源X用户Parker需要强调的是，为什么这么多车主都对FSD Beta V12.3如此激动，即使还是带着“Beta”？最核心的还是，从FSD V12开始，特斯拉的自动驾驶就迎来新阶段：没有规则代码，只有神经网络。特斯拉官方称为“端到端”智能驾驶，车端传感器输入各种数据，AI算法自己处理，最后输出驾驶决策，控制车辆。这期间无论是训练还是实操，都是靠数据驱动。这也是为什么之前马斯克直播大秀FSD V12时，在红绿灯路口接管后说，需要多喂一些相关视频数据。需要人类干预说明系统不会处理这个场景，那针对该场景多训练就自然能解决。那么此次FSD Beta V12.3突然开放给所有FSD用户，大概能说明公司内部认为系统已经比较成熟，可以交付给车主用了。那么现在就看看，马斯克口中的这次“重大更新”，到底效果如何？FSD Beta V12.3实测先说结论，根据现在车主发布的视频和实测结果，对新系统的看法比较一致：虽然有一些小问题，但瑕不掩瑜，整体还是令人印象深刻。比如有车主说，自己今天用V12.3进行了6次拼车，没有一个乘客意识到车辆在“自己开自己”，并且零接管、零脱离。还有车主表示，原来自己在所在的社区从不用FSD Beta V11，因为经常出错，但是FSD Beta V12.3让他体验到了有史以来第一次“零接管”，而且系统在很多情况下都像人类，比如等待单车道上左转的车辆，或者马路中停下的送货车。有车主在旧金山开了6次，每次约8-15分钟的路程来测试新系统，其中只接管了3-4次，系统加速减速非常流畅，比之前任何版本都接近人类驾驶方式，在高速公路上变道和汇入车流时比他自己还要开得好。从车主po出的视频来看，新系统处理变道、掉头已经非常丝滑：来源X用户Jeremy Judkins并且在面对一些极端场景时，系统也知道如何处理。比如一位车主在街上使用新系统时，恰好碰到当地正在举办圣帕特里克节庆祝活动，街上车和人都川流不息，系统可以稳稳地根据导航行驶，并且前30分钟路程实现0干预。来源X用户Rob Maurer特别是在车的一侧有骑自行车的人，还有行人站到了马路上时，系统选择减速通过：来源X用户Rob Maurer并且在前方车道突然出现停止车辆，系统也能根据左侧车道情况，及时选择变道：来源X用户Rob Maurer这个车主还表示，整段路程最完美的处理是系统顺利通过拥有6个车道和50多个行人的路口，完全没让接管。还有在行人乱穿马路时，虽然是绿灯但系统没有急于通过路口，反而选择先礼让行人，同时车辆也能通过绿灯：来源X用户Allen Iron另一位车主发布的视频显示，在右转车道两侧都停了车，视野受限的情况下，系统能做到避让车辆：来源X用户Edge Case同时顺利转弯：来源X用户Edge Case不过车主们也都反馈了一些小问题。比如在高速上系统没有选择正确的车道，导致错过出口，“至少没有做什么危险的事情”：而且不止一位车主反馈新系统有时候会选错车道，导致绕远路或者后续需要接管。在视野遭到遮挡的情况下，系统没能识别路口正有消防车驶来，因此车主接管、踩了刹车：来源X用户Rob Maurer还没能分清红灯笼和交通灯红灯的区别，系统虽然最后识别出来但已经离交通栅栏太近，所以车主及时接管：来源X用户The 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V12.3并不完美，需要继续训练迭代，但车主们还是比较满意的。那么新的问题就来了，国内车主，啥时候能体验到啊？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281431346253904,"gmtCreate":1709737329999,"gmtModify":1709737332043,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","listText":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","text":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281431346253904","repostId":"2417268702","repostType":2,"repost":{"id":"2417268702","kind":"highlight","pubTimestamp":1709725211,"share":"https://www.laohu8.com/m/news/2417268702?lang=&edition=full","pubTime":"2024-03-06 19:40","market":"us","language":"zh","title":"特斯拉德国工厂仍停产，Q1交付量或遭打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2417268702","media":"智通财经网","summary":"投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。","content":"<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。</p><p>目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲电动汽车市场。不过，特斯拉的扩建计划遇到了阻碍，因为格林海德市的市长表示，该市市民反对特斯拉推倒树木、为扩建工厂让路的计划。</p><p>投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。他估计，特斯拉第一季度将仅交付42.11万辆电动汽车，较华尔街预期少6.79万辆。他表示：“特斯拉一系列一次性生产中断使第一季度的形势更加复杂。”</p><p>分析师补充称，特斯拉第一季度的交付量可能会较去年第四季度“显著下降”，原因除了德国工厂停产之外，还包括红海航运中断、以及特斯拉加州工厂转向生产新款Model 3。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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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特斯拉德国工厂仍停产，Q1交付量或遭打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1082374.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日，特斯拉位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1082374.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4555":"新能源车","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1082374.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2417268702","content_text":"3月6日，特斯拉位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲电动汽车市场。不过，特斯拉的扩建计划遇到了阻碍，因为格林海德市的市长表示，该市市民反对特斯拉推倒树木、为扩建工厂让路的计划。投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。他估计，特斯拉第一季度将仅交付42.11万辆电动汽车，较华尔街预期少6.79万辆。他表示：“特斯拉一系列一次性生产中断使第一季度的形势更加复杂。”分析师补充称，特斯拉第一季度的交付量可能会较去年第四季度“显著下降”，原因除了德国工厂停产之外，还包括红海航运中断、以及特斯拉加州工厂转向生产新款Model 3。","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280998703939848,"gmtCreate":1709633863949,"gmtModify":1709633866168,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"以环保之名行敲诈之实，特斯拉得拿起法律武器将犯罪分子送逐公堂","listText":"以环保之名行敲诈之实，特斯拉得拿起法律武器将犯罪分子送逐公堂","text":"以环保之名行敲诈之实，特斯拉得拿起法律武器将犯罪分子送逐公堂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280998703939848","repostId":"2417936465","repostType":2,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280997833101432,"gmtCreate":1709633609696,"gmtModify":1709633611481,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"周二早些时候是什么时候，昨天暴跌今天放火？先砸盘后放火？德国人会玩","listText":"周二早些时候是什么时候，昨天暴跌今天放火？先砸盘后放火？德国人会玩","text":"周二早些时候是什么时候，昨天暴跌今天放火？先砸盘后放火？德国人会玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280997833101432","repostId":"2417746621","repostType":2,"repost":{"id":"2417746621","kind":"live","pubTimestamp":1709628589,"share":"https://www.laohu8.com/m/news/2417746621?lang=&edition=full","pubTime":"2024-03-05 16:49","market":"us","language":"zh","title":"遭环保活动人士纵火袭击！特斯拉德国工厂因停电被迫停产","url":"https://stock-news.laohu8.com/highlight/detail?id=2417746621","media":"智通财经","summary":"3月5日，特斯拉声明：德国工厂因电力故障停产，故障原因是该地区发生故意纵火事件，无法确定德国工厂的生产何时能够恢复。德国最大电力供应商意昂集团此前表示：除了特斯拉一个大型工业基地和生产设施，以及一个物","content":"<html><head></head><body><p style=\"text-align: justify;\">3月5日，特斯拉声明：德国工厂因电力故障停产，故障原因是该地区发生故意纵火事件，无法确定德国工厂的生产何时能够恢复。</p><p>德国最大电力供应商意昂集团此前表示：除了特斯拉一个大型工业基地和生产设施，以及一个物流中心外，所有受影响的社区都恢复了电力供应。</p><p style=\"text-align: justify;\">据报道，周二早些时候，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>德国Gruenheide工厂因停电被迫停产，原因是环保活动人士涉嫌纵火，点燃了一个变电站。</p><p style=\"text-align: justify;\">德国警方表示，他们之前接到一个电话，提醒特斯拉工厂附近的Gosen-Neu Zittau地区有一个电塔正在燃烧，导致周围地区停电，尤其是柏林东南部的Freienbrink地区。</p><p style=\"text-align: justify;\">目前，特斯拉德国工厂的年产能约为50万辆汽车。但特斯拉一直寻求扩建其德国工厂。据悉，特斯拉希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲电动汽车市场。不过，特斯拉的雄心遇到了阻碍，因为Gruenheide市的市长表示，该市市民反对特斯拉推倒树木、为扩建工厂让路的计划。</p><p>受此消息影响，特斯拉美股盘前跌逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96139daa57342e2e6d9aeb78543c77d6\" title=\"\" tg-width=\"874\" tg-height=\"838\"/></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>遭环保活动人士纵火袭击！特斯拉德国工厂因停电被迫停产</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n遭环保活动人士纵火袭击！特斯拉德国工厂因停电被迫停产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 16:49 北京时间&nbsp;&nbsp;&nbsp;<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>3月5日，特斯拉声明：德国工厂因电力故障停产，故障原因是该地区发生故意纵火事件，无法确定德国工厂的生产何时能够恢复。德国最大电力供应商意昂集团此前表示：除了特斯拉一个大型工业基地和生产设施，以及一个物流中心外，所有受影响的社区都恢复了电力供应。据报道，周二早些时候，特斯拉德国Gruenheide工厂因停电被迫停产，原因是环保活动人士涉嫌纵火，点燃了一个变电站。德国警方表示，他们之前接到一个电话，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM 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据相关消息，小米汽车此次调整定价的背后原因是受到了车企降价潮的影响。雷军在采访中也表示，目前除了特斯拉，几乎没有其他纯电汽车企业能够实现盈利。因此，小米汽车希望通过降低定价，让消费者感受到品牌的诚意，并在市场上获得更多的竞争优势。 对于消费者来说，小米汽车此次调整定价无疑是一次利好消息。对比特斯拉的价格，小米汽车的定价更加亲民，能够满足更多消费者的购车需求。同时，降低定价也意味着小米汽车在市场上的竞争力将得到进一步提升，吸引更多消费者的关注和购买意愿。 小米汽车此次调整定价的决策背后经过了深思熟虑。公司希望通过调整定价，能够满足消费者的需求，同时也要考虑到公司的利益和发展。这一决策的背后，也折射出小米汽车在纯电汽车领域的坚定决心和对市场的深入洞察。 尽管纯电汽车行业面临着巨大的挑战和竞争，但小米汽车仍然保持着积极乐观的态度。雷军在采访中表示，小米汽车将继续努力，提供更加优质的产品和服务，为消费者创造更好的出行体验。他相信，通过不断创新和努力，小米汽车能够在激烈的市场竞争中取得成功。 以上就是雷军在采访中提到的关于小米汽车SU7顶配版定价调整的相关信息。小米汽车此次调整定价既是对消费者的福利，也是公司发展的需要。相信随着小米汽车不断努力和创新，未来将会在纯电汽车行业中取得更大的突破和成就。</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>小米汽车SU7顶配版调整定价，低于特斯拉Model 3</title>\n<style 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据相关...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403282329078b6e4e31&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE 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有网友询问特斯拉semi卡车和48.680电池的近况","images":[{"img":"https://static.tigerbbs.com/f6f48260279da4ce569d660160cf1527","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/271820865814696","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"Peking出租车","avatar":"https://static.tigerbbs.com/89a73751950e5bffb5350f0239deb963","crmLevel":7,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"你就是这位网友啊 [呆住]","text":"你就是这位网友啊 [呆住]","html":"你就是这位网友啊 [呆住]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":271472794992744,"gmtCreate":1707315300197,"gmtModify":1707315301929,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"支持裁员，尤其是美国和德国的养闲人工厂","listText":"支持裁员，尤其是美国和德国的养闲人工厂","text":"支持裁员，尤其是美国和德国的养闲人工厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271472794992744","repostId":"1127934377","repostType":2,"repost":{"id":"1127934377","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":1707313591,"share":"https://www.laohu8.com/m/news/1127934377?lang=&edition=full","pubTime":"2024-02-07 21:46","market":"us","language":"zh","title":"特斯拉盘前快速拉升，一举动引发裁员猜想","url":"https://stock-news.laohu8.com/highlight/detail?id=1127934377","media":"老虎资讯综合","summary":"此前询问哪些工作岗位至关重要，引发了裁员担忧。","content":"<html><head></head><body><p>周三，特斯拉盘前快速拉升，现涨约2.5%。<strong>消息称特斯拉公司的员工正在为可能的裁员做准备，此前特斯拉要求管理人员确认每位员工的职位是否都至关重要。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec1630cdaf11cc8eed4c27182bf25a4\" title=\"\" tg-width=\"1406\" tg-height=\"651\"/></p><p>据知情人士透露，该公司经理最近几天不得不对其副手的角色进行双重评估。这一要求与马斯克在特斯拉销售增长明显放缓之际强调削减成本的做法是一致的。</p><p>自2020年以来，特斯拉的员工人数大约增加了一倍，截至去年，全球员工人数超过14万人。该公司的员工人数是2016年（Model 3推出前一年）的八倍左右。尽管特斯拉进行了选择性裁员，但去年员工人数增长了近10%。</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>特斯拉盘前快速拉升，一举动引发裁员猜想</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特斯拉盘前快速拉升，一举动引发裁员猜想\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\">2024-02-07 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，特斯拉盘前快速拉升，现涨约2.5%。<strong>消息称特斯拉公司的员工正在为可能的裁员做准备，此前特斯拉要求管理人员确认每位员工的职位是否都至关重要。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec1630cdaf11cc8eed4c27182bf25a4\" title=\"\" tg-width=\"1406\" tg-height=\"651\"/></p><p>据知情人士透露，该公司经理最近几天不得不对其副手的角色进行双重评估。这一要求与马斯克在特斯拉销售增长明显放缓之际强调削减成本的做法是一致的。</p><p>自2020年以来，特斯拉的员工人数大约增加了一倍，截至去年，全球员工人数超过14万人。该公司的员工人数是2016年（Model 3推出前一年）的八倍左右。尽管特斯拉进行了选择性裁员，但去年员工人数增长了近10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127934377","content_text":"周三，特斯拉盘前快速拉升，现涨约2.5%。消息称特斯拉公司的员工正在为可能的裁员做准备，此前特斯拉要求管理人员确认每位员工的职位是否都至关重要。据知情人士透露，该公司经理最近几天不得不对其副手的角色进行双重评估。这一要求与马斯克在特斯拉销售增长明显放缓之际强调削减成本的做法是一致的。自2020年以来，特斯拉的员工人数大约增加了一倍，截至去年，全球员工人数超过14万人。该公司的员工人数是2016年（Model 3推出前一年）的八倍左右。尽管特斯拉进行了选择性裁员，但去年员工人数增长了近10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429668545089560,"gmtCreate":1745921118402,"gmtModify":1745921120319,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"可是我只关心谁能赢啊","listText":"可是我只关心谁能赢啊","text":"可是我只关心谁能赢啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429668545089560","repostId":"2531224267","repostType":2,"repost":{"id":"2531224267","kind":"news","pubTimestamp":1745902730,"share":"https://www.laohu8.com/m/news/2531224267?lang=&edition=full","pubTime":"2025-04-29 12:58","market":"us","language":"zh","title":"刘强东没告诉你的那些事  ——京东与美团是善恶之战还是利益之争","url":"https://stock-news.laohu8.com/highlight/detail?id=2531224267","media":"蓝鲸财经","summary":"被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。","content":"<html><body><blockquote>\n<p>文｜上海章和投资高国垒 高国垒</p>\n</blockquote>\n<p>被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，<a href=\"https://laohu8.com/S/JD\">京东</a>与美团真是一场“善恶之战”，还是又一次利益之争？</p>\n<p>“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，刘强东打感情牌是可以理解的，也是商业社会所允许的。但利益相关方——消费者、骑手、餐饮商家乃至投资者该如何避免被误导，则是另一个问题。</p>\n<p>美团外卖业务净利率不到3%</p>\n<p>美团外卖业务利润率一直很低，绝不是刘强东说的“暴利”。</p>\n<p>2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。财报显示，美团到店酒旅业务利润率长期超40%（没有配送成本）。而外卖业务单笔配送亏损0.34元，依赖佣金和在线营销收入勉强实现整体盈利。美团没有单独披露外卖业务净利率。根据财报，美团2023年度综合净利率5.7%，2024年在规模效应和结果优化的基础上，综合净利率首次提高到10.6%。但考虑到到店和酒旅业务长期净利率超过40%，可以想象外卖业务净利率有多低。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>估算，美团外卖业务净利率大概2.8%——稳稳地落在刘强东“不准超过5%”的要求区间。</p>\n<p>京东高调进军外卖的“醉翁之意”</p>\n<p>2024年京东净利润达413亿元——电商平台赚的比外卖平台还多。按刘强东的思路，京东是否比美团更暴利？</p>\n<p>刘强东以“改善骑手待遇”、“让利给商家”为旗帜高调切入外卖市场，但商业逻辑远非表面这般温情。2024年京东核心电商业务增速已降至6.8%，3C家电品类更面临美团闪购的强势渗透——美团闪购3C订单量已达京东全站四成。京东外卖的“0佣金+五险一金”策略，本质是防御性扩张：通过高频外卖业务巩固用户粘性，阻止美团进一步蚕食其核心3C电商品类。</p>\n<p>更深层的动机在于资本市场叙事。京东近年净利润增长依赖投资收益（2024年其他收益达134亿元，占净利润32.5%），急需新故事支撑估值。</p>\n<p>京东外卖的“不可能三角”</p>\n<p>刘强东好像在善意的“不允许京东外卖利润率超过5%”，但现实是他准备亏多少的问题，而不是赚多少。“饿了么”外卖市占率近3成，目前仍然亏损。考虑到京东平台和骑手对外卖业务可以部分复用，摩根大通测算，京东每获取5%外卖市场份额需亏损80-90亿元。京东需市占率超15%才可能盈亏平衡，但当前其日单量仅100万（美团日均6390万单）。</p>\n<p>刘强东宣称“全额承担骑手社保”，但美团已启动养老保险试点，并通过灵活用工稀释成本（仅核心骑手80-100万需参保，单均成本增加0.1-0.2元）。京东若将社保成本完全内部化，需额外年支出超几十亿元。</p>\n<p>外卖的市场份额、保住原有业务的利润和社会责任，是京东的“不可能三角”。</p>\n<p>“压榨”争议的认知偏差</p>\n<p>商家端，美团外卖费率透明化改革后，餐饮商家支付给美团的技术服务费为订单额的6%-8%，商家支付的配送费基本都给了骑手，消费者也承担少量配送费。商家实际负担不轻，但也称不上“压榨”——美团也没怎么赚钱，外卖业务净利率不到3%。</p>\n<p>骑手端，美团高频骑手月均收入6650-9344元，部分熟练骑手能超过1万元，虽劳动强度大，但收入高于制造业普工。在当前就业形势下，对于没有任何技能的劳动者，这样的收入水平大家可以给个公允评价。</p>\n<p>商业竞争没有善恶</p>\n<p>美团综合净利润率从5%提升至11%，并非靠“压榨”，而是总收入增长22%的规模效应+结构性优化：到店和酒旅等高毛利业务占比从51.5%升至56.3%，其他新业务亏损率从88%收窄至31%。反观京东，外卖业务需直面美团7年积累的算法、运力与商户关系，其宣称的“0佣金”难以持久——一旦补贴退坡，商家和消费者仍将回归履约效率更高的平台。</p>\n<p>一个常见的商业安排是，高频业务带动低频业务，高频业务负责引流和客户粘性，低频业务负责赚钱。外卖就是美团不赚钱的高频业务。现在京东组织炮火轰击的正是美团的高频业务。对刘强东来说，这场仗可能不得不打，但注定是一场硬仗。而且即使打赢了，也只是拓展了一块本身难以赚钱的引流业务（不是刘强东不想赚的问题）。要想赚钱，需要在此基础上延伸新的低成本高毛利业务。</p>\n<p>结语：“正义叙事”背后是商业博弈</p>\n<p>刘强东的“反暴利”檄文充满感染力，但商业世界只相信常识。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。</p>\n</body></html>","source":"lanjinger_stock","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>刘强东没告诉你的那些事  ——京东与美团是善恶之战还是利益之争</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刘强东没告诉你的那些事  ——京东与美团是善恶之战还是利益之争\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-29 12:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/256206><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜上海章和投资高国垒 高国垒\n\n被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？\n“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，...</p>\n\n<a href=\"https://www.lanjinger.com/d/256206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/256206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2531224267","content_text":"文｜上海章和投资高国垒 高国垒\n\n被刘强东斥为“暴利”的美团外卖业务净利率不到3%，饿了么外卖业务依然巨额亏损……刘强东这次的感情牌打得很成功，但其说法却有太多误导成分。围绕外卖业务，京东与美团真是一场“善恶之战”，还是又一次利益之争？\n“外卖平台（指美团）一年利润竟然几百万上千万，简直暴利”、“京东外卖净利润永远不准超过5%，超过了我要处分人”、“餐饮商家太可怜，平台扣点太高了”……在商言商，刘强东打感情牌是可以理解的，也是商业社会所允许的。但利益相关方——消费者、骑手、餐饮商家乃至投资者该如何避免被误导，则是另一个问题。\n美团外卖业务净利率不到3%\n美团外卖业务利润率一直很低，绝不是刘强东说的“暴利”。\n2024年美团净利润激增至358亿元，但其盈利核心并非刘强东说的外卖，而是到店业务和酒旅业务。财报显示，美团到店酒旅业务利润率长期超40%（没有配送成本）。而外卖业务单笔配送亏损0.34元，依赖佣金和在线营销收入勉强实现整体盈利。美团没有单独披露外卖业务净利率。根据财报，美团2023年度综合净利率5.7%，2024年在规模效应和结果优化的基础上，综合净利率首次提高到10.6%。但考虑到到店和酒旅业务长期净利率超过40%，可以想象外卖业务净利率有多低。摩根大通估算，美团外卖业务净利率大概2.8%——稳稳地落在刘强东“不准超过5%”的要求区间。\n京东高调进军外卖的“醉翁之意”\n2024年京东净利润达413亿元——电商平台赚的比外卖平台还多。按刘强东的思路，京东是否比美团更暴利？\n刘强东以“改善骑手待遇”、“让利给商家”为旗帜高调切入外卖市场，但商业逻辑远非表面这般温情。2024年京东核心电商业务增速已降至6.8%，3C家电品类更面临美团闪购的强势渗透——美团闪购3C订单量已达京东全站四成。京东外卖的“0佣金+五险一金”策略，本质是防御性扩张：通过高频外卖业务巩固用户粘性，阻止美团进一步蚕食其核心3C电商品类。\n更深层的动机在于资本市场叙事。京东近年净利润增长依赖投资收益（2024年其他收益达134亿元，占净利润32.5%），急需新故事支撑估值。\n京东外卖的“不可能三角”\n刘强东好像在善意的“不允许京东外卖利润率超过5%”，但现实是他准备亏多少的问题，而不是赚多少。“饿了么”外卖市占率近3成，目前仍然亏损。考虑到京东平台和骑手对外卖业务可以部分复用，摩根大通测算，京东每获取5%外卖市场份额需亏损80-90亿元。京东需市占率超15%才可能盈亏平衡，但当前其日单量仅100万（美团日均6390万单）。\n刘强东宣称“全额承担骑手社保”，但美团已启动养老保险试点，并通过灵活用工稀释成本（仅核心骑手80-100万需参保，单均成本增加0.1-0.2元）。京东若将社保成本完全内部化，需额外年支出超几十亿元。\n外卖的市场份额、保住原有业务的利润和社会责任，是京东的“不可能三角”。\n“压榨”争议的认知偏差\n商家端，美团外卖费率透明化改革后，餐饮商家支付给美团的技术服务费为订单额的6%-8%，商家支付的配送费基本都给了骑手，消费者也承担少量配送费。商家实际负担不轻，但也称不上“压榨”——美团也没怎么赚钱，外卖业务净利率不到3%。\n骑手端，美团高频骑手月均收入6650-9344元，部分熟练骑手能超过1万元，虽劳动强度大，但收入高于制造业普工。在当前就业形势下，对于没有任何技能的劳动者，这样的收入水平大家可以给个公允评价。\n商业竞争没有善恶\n美团综合净利润率从5%提升至11%，并非靠“压榨”，而是总收入增长22%的规模效应+结构性优化：到店和酒旅等高毛利业务占比从51.5%升至56.3%，其他新业务亏损率从88%收窄至31%。反观京东，外卖业务需直面美团7年积累的算法、运力与商户关系，其宣称的“0佣金”难以持久——一旦补贴退坡，商家和消费者仍将回归履约效率更高的平台。\n一个常见的商业安排是，高频业务带动低频业务，高频业务负责引流和客户粘性，低频业务负责赚钱。外卖就是美团不赚钱的高频业务。现在京东组织炮火轰击的正是美团的高频业务。对刘强东来说，这场仗可能不得不打，但注定是一场硬仗。而且即使打赢了，也只是拓展了一块本身难以赚钱的引流业务（不是刘强东不想赚的问题）。要想赚钱，需要在此基础上延伸新的低成本高毛利业务。\n结语：“正义叙事”背后是商业博弈\n刘强东的“反暴利”檄文充满感染力，但商业世界只相信常识。美团2.8%的外卖净利润率，与京东3.6%的整体净利率，均证明这不是一场“善恶对决”，而是商业博弈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288471466688808,"gmtCreate":1711437954915,"gmtModify":1711437957800,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","listText":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","text":"特斯拉的品牌建设是真的差，多幼稚才会说酒香不怕巷子深这种话，员工和车主推荐计划是不是广告费，降价造成利润的打折是不是广告费，与其那样不如正儿八经做广告，做长远谋划。特斯拉的问题就是不做广告，电车在增长，比亚迪等一众电车都在增长，只有特斯拉在减少，为什么，这根本不是价格的问题，多贵都能买得起，特斯拉没有广告，买特斯拉装不了b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288471466688808","repostId":"1150870005","repostType":2,"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281431346253904,"gmtCreate":1709737329999,"gmtModify":1709737332043,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","listText":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","text":"奔驰宝马大众赶紧跪地求饶，还在那执迷不悟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281431346253904","repostId":"2417268702","repostType":2,"repost":{"id":"2417268702","kind":"highlight","pubTimestamp":1709725211,"share":"https://www.laohu8.com/m/news/2417268702?lang=&edition=full","pubTime":"2024-03-06 19:40","market":"us","language":"zh","title":"特斯拉德国工厂仍停产，Q1交付量或遭打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2417268702","media":"智通财经网","summary":"投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。","content":"<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。</p><p>目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲电动汽车市场。不过，特斯拉的扩建计划遇到了阻碍，因为格林海德市的市长表示，该市市民反对特斯拉推倒树木、为扩建工厂让路的计划。</p><p>投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。他估计，特斯拉第一季度将仅交付42.11万辆电动汽车，较华尔街预期少6.79万辆。他表示：“特斯拉一系列一次性生产中断使第一季度的形势更加复杂。”</p><p>分析师补充称，特斯拉第一季度的交付量可能会较去年第四季度“显著下降”，原因除了德国工厂停产之外，还包括红海航运中断、以及特斯拉加州工厂转向生产新款Model 3。</p></body></html>","source":"highlight_zhitongcaijin","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>特斯拉德国工厂仍停产，Q1交付量或遭打击</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{ 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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特斯拉德国工厂仍停产，Q1交付量或遭打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1082374.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日，特斯拉位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1082374.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4555":"新能源车","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1082374.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2417268702","content_text":"3月6日，特斯拉位于德国格林海德的工厂周二疑似遭环保活动人士纵火导致电力设施受损而被迫停产。该工厂周三仍处于停产状态。与此同时，特斯拉警告称，目前还无法确定该工厂何时能恢复生产。这给原本就预计今年增长将放缓的特斯拉带来了更大压力。目前，特斯拉德国工厂的年产能约为50万辆汽车。特斯拉一直寻求扩建其德国工厂，希望将德国工厂的产能翻一番，达到每年生产100千兆瓦时电池和100万辆电动汽车，从而主导欧洲电动汽车市场。不过，特斯拉的扩建计划遇到了阻碍，因为格林海德市的市长表示，该市市民反对特斯拉推倒树木、为扩建工厂让路的计划。投行Baird分析师Ben Kallo表示，投资者可能需要降低对特斯拉本季度交付汽车数量的预期。他估计，特斯拉第一季度将仅交付42.11万辆电动汽车，较华尔街预期少6.79万辆。他表示：“特斯拉一系列一次性生产中断使第一季度的形势更加复杂。”分析师补充称，特斯拉第一季度的交付量可能会较去年第四季度“显著下降”，原因除了德国工厂停产之外，还包括红海航运中断、以及特斯拉加州工厂转向生产新款Model 3。","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424909765611872,"gmtCreate":1744770357867,"gmtModify":1744770359886,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"釜底抽薪，没有外卖员送美团就会倒闭","listText":"釜底抽薪，没有外卖员送美团就会倒闭","text":"釜底抽薪，没有外卖员送美团就会倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424909765611872","repostId":"1162776790","repostType":2,"repost":{"id":"1162776790","kind":"news","pubTimestamp":1744711810,"share":"https://www.laohu8.com/m/news/1162776790?lang=&edition=full","pubTime":"2025-04-15 18:10","market":"hk","language":"zh","title":"刘强东内部讲话曝光：要求京东外卖利润率不高于5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162776790","media":"新浪科技","summary":"要让骑手更有保障。","content":"<html><head></head><body><p>近日，一段京东创始人、董事会主席刘强东2024年内部讲话的线上会议视频流出。</p><p style=\"text-align: start;\">刘强东谈到：“我给京东外卖定一条规矩，京东外卖永远赚的净利润不允许超过5%。超过5%，我要处分人的。我们一定要在行业里面，按照三毛五的理论，来约束自己的赚钱能力、赚钱欲望。”</p><p style=\"text-align: start;\">据了解，刘强东曾提过一个著名的“三毛五理论”：如果京东有机会获取一元利润，不会全部据为己有，只拿走七毛，另外三毛留给合作伙伴；拿走的七毛，其中三毛五留给团队，剩余三毛五用于公司持续发展。</p><p style=\"text-align: start;\">此外，刘强东还要求给全职骑手上五险一金、给兼职骑手提供意外险和健康医疗险，要让骑手更有保障。只做品质堂食外卖，不靠算法压榨外卖骑手和商家，要让用户能放心吃。</p><p style=\"text-align: start;\">今年3月1日，京东率先启动为全职外卖骑手缴纳“五险一金”，为兼职骑手提供意外险和健康医疗险。3月20日，京东外卖宣布，已与超1万名全职骑手签署正式劳动合同，正逐步落实五险一金的缴纳工作。</p></body></html>","source":"sina_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>刘强东内部讲话曝光：要求京东外卖利润率不高于5%</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; 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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刘强东内部讲话曝光：要求京东外卖利润率不高于5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 18:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2025-04-15/doc-inetftfs8396654.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，一段京东创始人、董事会主席刘强东2024年内部讲话的线上会议视频流出。刘强东谈到：“我给京东外卖定一条规矩，京东外卖永远赚的净利润不允许超过5%。超过5%，我要处分人的。我们一定要在行业里面，按照三毛五的理论，来约束自己的赚钱能力、赚钱欲望。”据了解，刘强东曾提过一个著名的“三毛五理论”：如果京东有机会获取一元利润，不会全部据为己有，只拿走七毛，另外三毛留给合作伙伴；拿走的七毛，其中三毛五...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-04-15/doc-inetftfs8396654.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e654087b079c95ca8f5256e1f9695a40","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2025-04-15/doc-inetftfs8396654.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162776790","content_text":"近日，一段京东创始人、董事会主席刘强东2024年内部讲话的线上会议视频流出。刘强东谈到：“我给京东外卖定一条规矩，京东外卖永远赚的净利润不允许超过5%。超过5%，我要处分人的。我们一定要在行业里面，按照三毛五的理论，来约束自己的赚钱能力、赚钱欲望。”据了解，刘强东曾提过一个著名的“三毛五理论”：如果京东有机会获取一元利润，不会全部据为己有，只拿走七毛，另外三毛留给合作伙伴；拿走的七毛，其中三毛五留给团队，剩余三毛五用于公司持续发展。此外，刘强东还要求给全职骑手上五险一金、给兼职骑手提供意外险和健康医疗险，要让骑手更有保障。只做品质堂食外卖，不靠算法压榨外卖骑手和商家，要让用户能放心吃。今年3月1日，京东率先启动为全职外卖骑手缴纳“五险一金”，为兼职骑手提供意外险和健康医疗险。3月20日，京东外卖宣布，已与超1万名全职骑手签署正式劳动合同，正逐步落实五险一金的缴纳工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302253632413960,"gmtCreate":1714798478171,"gmtModify":1714798479856,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"我反对","listText":"我反对","text":"我反对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302253632413960","repostId":"2432154893","repostType":2,"repost":{"id":"2432154893","kind":"news","pubTimestamp":1714779699,"share":"https://www.laohu8.com/m/news/2432154893?lang=&edition=full","pubTime":"2024-05-04 07:41","market":"us","language":"zh","title":"特斯拉董事长敦促股东重新批准马斯克天价薪酬方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2432154893","media":"智通财经","summary":"在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。","content":"<html><body><article><p>在周五发布的一段视频中，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。</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 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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特斯拉董事长敦促股东重新批准马斯克天价薪酬方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 07:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405040741418b71b319&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2432154893","content_text":"在周五发布的一段视频中，特斯拉董事会主席罗宾·丹霍尔姆敦促股东重新批准马斯克2018年的薪酬方案。丹霍尔姆在视频中表示，这“对公司的未来非常重要”，马斯克获得这笔奖励是公平的，在他领导下，特斯拉的营收从118亿美元增长到968亿美元，并将22亿美元的亏损转化为150亿美元的利润。丹霍尔姆说，这些里程碑式的事件使特斯拉的价值从537亿美元增加到7900多亿美元，投资者看到他们的股票价值上涨了1100%。“他的成功由所有股东分享，”丹霍尔姆说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296614346961096,"gmtCreate":1713453239389,"gmtModify":1713454457673,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","listText":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","text":"马斯克要工资可以啊，按他多少时间用在特斯拉上计算了哦，工资肯定要纳入绩效考核的，董事长也不能例外，要搞特例的话就辞职吧，董事长的位置栓条狗都可以，尤其是十万人以上的大科技公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296614346961096","repostId":"2428555748","repostType":2,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295620632203320,"gmtCreate":1713181979229,"gmtModify":1713181981074,"author":{"id":"3441613858080786","authorId":"3441613858080786","name":"xiangfeideni","avatar":"https://static.tigerbbs.com/394adf22ff606be8b671065e2358d602","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441613858080786","authorIdStr":"3441613858080786"},"themes":[],"htmlText":"没电池呗，还能因为啥","listText":"没电池呗，还能因为啥","text":"没电池呗，还能因为啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295620632203320","repostId":"2427785550","repostType":2,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}