飞驰西海岸的个人主页 - 老虎社区

飞驰西海岸

飞驰西海岸

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IP属地：浙江

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飞驰西海岸

02-27

$英伟达(NVDA)$ 脱离了大环境的个股，再自我标榜都是徒劳。看跌。

飞驰西海岸

02-16

$特斯拉(TSLA)$ 1.xAI和特斯拉无关 2.电动车销售放缓是趋势 3.人形机器人进展缓慢，东大已提前发力 4.储能设备成本太高，销售无法井喷 5.从政行为已经严重影响业务 6.股价已经严重高估看空！

飞驰西海岸

2024-03-28

$嘉楠科技(CAN)$ 2块，短期目标。

飞驰西海岸

2024-09-30

$三倍做空富时中国ETF-Direxion(YANG)$ 大A已经完全进入疯狂状态，怎么上去怎么下来，今天晚上继续加仓做空。机会难得！[得意] [得意] [得意]

飞驰西海岸

02-18

短期做空特斯拉，是大概率事件。目标300。

重磅信号，特斯拉与游戏驿站登上了被做空榜单

飞驰西海岸

02-23

$特斯拉(TSLA)$ 特斯拉是好公司，也是好股票，但是短期看空。趋势也很明显。

飞驰西海岸

05-01 22:21

$沪上阿姨(02589)$ 不会参与，奶茶话题已经听腻了。

飞驰西海岸

2024-10-19

Whatever，buy！

财报前瞻 | 发布会“画饼”遭冷遇，特斯拉Q3业绩或靠中国市场提振

飞驰西海岸

2024-01-04

$瑞幸咖啡(LKNCY)$ 是时候买入了。

飞驰西海岸

02-08

$瑞幸咖啡(LKNCY)$ 然后大跌10%，是什么原因？

飞驰西海岸

01-31

远离中概，不管短期有多好！

飞驰西海岸

2024-10-24

$网易(NTES)$ 重要的事情说三遍，最后上车机会！最后上车机会！最后上车机会！[财迷]

飞驰西海岸

05-01 22:23

总有人要以牺牲换来变革。

飞驰西海岸

05-01 22:22

$伯克希尔B(BRK.B)$ 80%以上的问题都是重复的。不过话说回来，看一次少一次了。

飞驰西海岸

05-01 22:21

其实，很简单的逻辑：强者恒强。

飞驰西海岸

02-25

$特斯拉(TSLA)$ 短期内已经很明朗了，向300靠拢。

飞驰西海岸

02-24

Replying to @卡皮巴投:已经加速向300靠拢了//@卡皮巴投:马斯克最近是不是得罪太多人了，会不会影响特斯拉股价？有点担心

飞驰西海岸

02-23

老黄说得没错，只不过不会只买英伟达的芯片了，各种芯片都可以用了。行业发展更大，但是芯片需求将实现多元化。英伟达的高速发展告一段落了，短期看跌。

黄仁勋：市场对DeepSeek的理解完全搞反了

飞驰西海岸

02-03

$英伟达(NVDA)$ 不是抄底的问题，是比谁跑得快的问题。

飞驰西海岸

03-27

不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]

去老虎APP查看更多动态

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80%以上的问题都是重复的。不过话说回来，看一次少一次了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430436786057968","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430437883933504,"gmtCreate":1746109306591,"gmtModify":1746109308483,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"其实，很简单的逻辑：强者恒强。","listText":"其实，很简单的逻辑：强者恒强。","text":"其实，很简单的逻辑：强者恒强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430437883933504","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430651692236832,"gmtCreate":1746109261983,"gmtModify":1746109263428,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 不会参与，奶茶话题已经听腻了。","listText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 不会参与，奶茶话题已经听腻了。","text":"$沪上阿姨(02589)$ 不会参与，奶茶话题已经听腻了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430651692236832","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422205951898024,"gmtCreate":1744099647399,"gmtModify":1744099648853,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 很不理解！这么好的数据，为什么股票会这么弱？！领跑这种品牌能涨这么多，吉利怎么会这么弱？！！！","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 很不理解！这么好的数据，为什么股票会这么弱？！领跑这种品牌能涨这么多，吉利怎么会这么弱？！！！","text":"$吉利汽车(00175)$ 很不理解！这么好的数据，为什么股票会这么弱？！领跑这种品牌能涨这么多，吉利怎么会这么弱？！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422205951898024","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419759456092288,"gmtCreate":1743511995730,"gmtModify":1743511997926,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"利空已经提前出了。难道众爱卿还没有悟出来？","listText":"利空已经提前出了。难道众爱卿还没有悟出来？","text":"利空已经提前出了。难道众爱卿还没有悟出来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419759456092288","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419760880689784,"gmtCreate":1743511926796,"gmtModify":1743511928831,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"如果预测有用，市场将不复存在。","listText":"如果预测有用，市场将不复存在。","text":"如果预测有用，市场将不复存在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419760880689784","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417987195089328,"gmtCreate":1743089110847,"gmtModify":1743089113432,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]&nbsp;&nbsp;","listText":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]&nbsp;&nbsp;","text":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/417987195089328","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557177667919123","authorId":"3557177667919123","name":"riitxu","avatar":"https://static.tigerbbs.com/f73bd595f590046738b351514b06a4d5","crmLevel":8,"crmLevelSwitch":1,"idStr":"3557177667919123","authorIdStr":"3557177667919123"},"content":"天时地利人和 三样全不占还差不多","text":"天时地利人和 三样全不占还差不多","html":"天时地利人和 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408130218459352","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408024583643744,"gmtCreate":1740630317487,"gmtModify":1740630318710,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"我去！那今天晚上瑞幸咖啡要飞了！[得意]&nbsp; [得意]&nbsp; [得意]&nbsp;&nbsp;","listText":"我去！那今天晚上瑞幸咖啡要飞了！[得意]&nbsp; [得意]&nbsp; [得意]&nbsp;&nbsp;","text":"我去！那今天晚上瑞幸咖啡要飞了！[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408024583643744","repostId":"1196732047","repostType":2,"repost":{"id":"1196732047","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":1740626391,"share":"https://www.laohu8.com/m/news/1196732047?lang=&edition=full","pubTime":"2025-02-27 11:19","market":"hk","language":"zh","title":"奈雪的茶放量飙升43%，两日接近翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1196732047","media":"老虎资讯综合","summary":"资本对“下沉市场王者”狂热追逐。","content":"<html><head></head><body><p>继昨日收涨33%后，奈雪的茶今日盘中再度飙升，一度涨42.94%，股价创2024年6月以来新高，截至目前成交额放大至7.7亿港元。该股两日累计最大涨幅达90%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9581a8d34f4279086b7bf1a5e07c187\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，公司近日公布，邓彬因需发展其他个人事务，已提呈辞任执行董事及公司首席运营官，自2025年2月26日起生效。</p><p>另外值得注意的消息是，2月26日，蜜雪冰城以1.77万亿港元的融资认购额，刷新港股历史纪录，超越快手的1.26万亿港元，成为新一代“冻资王”。有分析人士指出，这场现象级IPO背后，是资本对“下沉市场王者”的狂热追逐，也是新茶饮行业“低价神话”的极致演绎。</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>奈雪的茶放量飙升43%，两日接近翻倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n奈雪的茶放量飙升43%，两日接近翻倍\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\">2025-02-27 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>继昨日收涨33%后，奈雪的茶今日盘中再度飙升，一度涨42.94%，股价创2024年6月以来新高，截至目前成交额放大至7.7亿港元。该股两日累计最大涨幅达90%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9581a8d34f4279086b7bf1a5e07c187\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，公司近日公布，邓彬因需发展其他个人事务，已提呈辞任执行董事及公司首席运营官，自2025年2月26日起生效。</p><p>另外值得注意的消息是，2月26日，蜜雪冰城以1.77万亿港元的融资认购额，刷新港股历史纪录，超越快手的1.26万亿港元，成为新一代“冻资王”。有分析人士指出，这场现象级IPO背后，是资本对“下沉市场王者”的狂热追逐，也是新茶饮行业“低价神话”的极致演绎。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/969153dc5674369c3b376e33d2fc3976","relate_stocks":{"02150":"奈雪的茶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196732047","content_text":"继昨日收涨33%后，奈雪的茶今日盘中再度飙升，一度涨42.94%，股价创2024年6月以来新高，截至目前成交额放大至7.7亿港元。该股两日累计最大涨幅达90%。消息面上，公司近日公布，邓彬因需发展其他个人事务，已提呈辞任执行董事及公司首席运营官，自2025年2月26日起生效。另外值得注意的消息是，2月26日，蜜雪冰城以1.77万亿港元的融资认购额，刷新港股历史纪录，超越快手的1.26万亿港元，成为新一代“冻资王”。有分析人士指出，这场现象级IPO背后，是资本对“下沉市场王者”的狂热追逐，也是新茶饮行业“低价神话”的极致演绎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407948691914784,"gmtCreate":1740611655148,"gmtModify":1740625204366,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 脱离了大环境的个股，再自我标榜都是徒劳。看跌。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 脱离了大环境的个股，再自我标榜都是徒劳。看跌。","text":"$英伟达(NVDA)$ 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看空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/404152106455768","isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"看空有啥意思，做空啊","text":"看空有啥意思，做空啊","html":"看空有啥意思，做空啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289226743439536,"gmtCreate":1711634896356,"gmtModify":1711634897617,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 2块，短期目标。","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 2块，短期目标。","text":"$嘉楠科技(CAN)$ 2块，短期目标。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/289226743439536","isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354944821518552,"gmtCreate":1727665917215,"gmtModify":1727665919345,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 大A已经完全进入疯狂状态，怎么上去怎么下来，今天晚上继续加仓做空。机会难得！[得意]&nbsp; [得意]&nbsp; [得意]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 大A已经完全进入疯狂状态，怎么上去怎么下来，今天晚上继续加仓做空。机会难得！[得意]&nbsp; [得意]&nbsp; [得意]&nbsp;&nbsp;","text":"$三倍做空富时中国ETF-Direxion(YANG)$ 大A已经完全进入疯狂状态，怎么上去怎么下来，今天晚上继续加仓做空。机会难得！[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/354944821518552","isVote":1,"tweetType":1,"viewCount":4911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4166691956989182","authorId":"4166691956989182","name":"flgnss","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4166691956989182","authorIdStr":"4166691956989182"},"content":"没这么快，起码节后要再来个 1-2 天的","text":"没这么快，起码节后要再来个 1-2 天的","html":"没这么快，起码节后要再来个 1-2 天的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404876120457344,"gmtCreate":1739871215040,"gmtModify":1739871216354,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"短期做空特斯拉，是大概率事件。目标300。","listText":"短期做空特斯拉，是大概率事件。目标300。","text":"短期做空特斯拉，是大概率事件。目标300。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/404876120457344","repostId":"1172086448","repostType":2,"repost":{"id":"1172086448","kind":"news","pubTimestamp":1739868272,"share":"https://www.laohu8.com/m/news/1172086448?lang=&edition=full","pubTime":"2025-02-18 16:44","market":"us","language":"zh","title":"重磅信号，特斯拉与游戏驿站登上了被做空榜单","url":"https://stock-news.laohu8.com/highlight/detail?id=1172086448","media":"金十数据","summary":"一些股票开始成为做空候选目标。","content":"<html><head></head><body><p style=\"text-align: justify;\">Wolfe Research表示：随着大盘市场的上涨，一些股票开始成为做空候选目标。上周美股上涨，继2025年到目前为止的积极表现之后，纳斯达克综合指数领涨，上涨了2.6%。随后是标准普尔500指数和道琼斯工业平均指数，分别上涨了1.5%和0.6%。这一强劲表现是在投资者消化了最新的通胀数据后出现的，尽管头条通胀数字高于预期，但数据可能表明价格压力有所减轻。</p><p style=\"text-align: justify;\">尽管如此，一些股票可能已经被过度推高，使其成为投资者做空的主要目标。基于这一背景，Wolfe Research列出了其“做空股票”名单，这些股票最常出现在该公司16个做空筛选器的筛选结果中。特斯拉和游戏驿站都进入了名单，两者在Wolfe的做空筛选器中都出现了四次。<strong>特斯拉的做空利率为2.3%</strong>，<strong>而GameStop的做空利率为7.9%</strong>。特斯拉的股票在过去12个月上涨了近80%，而GameStop在此期间上涨了超过90%。这两只股票也在经历了一些亏损交易后，最近都有了上涨的表现。</p><p style=\"text-align: justify;\">上周三，特斯拉结束了五天的下跌趋势，股价上涨了2.4%，此前上周二的交易中股价下跌了6.3%。上周二的下跌发生在比亚迪透露正在与DeepSeek共同开发自动驾驶技术之后。上周特斯拉累跌1.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c22ccfbd93a5c4673ea96fda499fb3c5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">游戏驿站上周涨了9.18%。此前有三名消息人士表示，该公司正在考虑投资比特币和其他加密货币。</p><p style=\"text-align: justify;\">美国钢铁也出现在做空名单上，做空利率为12.8%。目前该股的年涨幅约13%。</p></body></html>","source":"jssj","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>重磅信号，特斯拉与游戏驿站登上了被做空榜单</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重磅信号，特斯拉与游戏驿站登上了被做空榜单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-18 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/163723><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wolfe Research表示：随着大盘市场的上涨，一些股票开始成为做空候选目标。上周美股上涨，继2025年到目前为止的积极表现之后，纳斯达克综合指数领涨，上涨了2.6%。随后是标准普尔500指数和道琼斯工业平均指数，分别上涨了1.5%和0.6%。这一强劲表现是在投资者消化了最新的通胀数据后出现的，尽管头条通胀数字高于预期，但数据可能表明价格压力有所减轻。尽管如此，一些股票可能已经被过度推高，使...</p>\n\n<a href=\"https://xnews.jin10.com/details/163723\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9a60a6e0acc961e4c8c72cb13fa65364","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/163723","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172086448","content_text":"Wolfe Research表示：随着大盘市场的上涨，一些股票开始成为做空候选目标。上周美股上涨，继2025年到目前为止的积极表现之后，纳斯达克综合指数领涨，上涨了2.6%。随后是标准普尔500指数和道琼斯工业平均指数，分别上涨了1.5%和0.6%。这一强劲表现是在投资者消化了最新的通胀数据后出现的，尽管头条通胀数字高于预期，但数据可能表明价格压力有所减轻。尽管如此，一些股票可能已经被过度推高，使其成为投资者做空的主要目标。基于这一背景，Wolfe Research列出了其“做空股票”名单，这些股票最常出现在该公司16个做空筛选器的筛选结果中。特斯拉和游戏驿站都进入了名单，两者在Wolfe的做空筛选器中都出现了四次。特斯拉的做空利率为2.3%，而GameStop的做空利率为7.9%。特斯拉的股票在过去12个月上涨了近80%，而GameStop在此期间上涨了超过90%。这两只股票也在经历了一些亏损交易后，最近都有了上涨的表现。上周三，特斯拉结束了五天的下跌趋势，股价上涨了2.4%，此前上周二的交易中股价下跌了6.3%。上周二的下跌发生在比亚迪透露正在与DeepSeek共同开发自动驾驶技术之后。上周特斯拉累跌1.6%。游戏驿站上周涨了9.18%。此前有三名消息人士表示，该公司正在考虑投资比特币和其他加密货币。美国钢铁也出现在做空名单上，做空利率为12.8%。目前该股的年涨幅约13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"[开心]盈利了吧，300有点高了啊","text":"[开心]盈利了吧，300有点高了啊","html":"[开心]盈利了吧，300有点高了啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406453527286312,"gmtCreate":1740276528797,"gmtModify":1740276530105,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 特斯拉是好公司，也是好股票，但是短期看空。趋势也很明显。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 特斯拉是好公司，也是好股票，但是短期看空。趋势也很明显。","text":"$特斯拉(TSLA)$ 特斯拉是好公司，也是好股票，但是短期看空。趋势也很明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/406453527286312","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"[得意]小心挂着马斯克头像的人就来了说你没认知了","text":"[得意]小心挂着马斯克头像的人就来了说你没认知了","html":"[得意]小心挂着马斯克头像的人就来了说你没认知了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430651692236832,"gmtCreate":1746109261983,"gmtModify":1746109263428,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 不会参与，奶茶话题已经听腻了。","listText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 不会参与，奶茶话题已经听腻了。","text":"$沪上阿姨(02589)$ 不会参与，奶茶话题已经听腻了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430651692236832","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361665453178952,"gmtCreate":1729315861931,"gmtModify":1729315864349,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"Whatever，buy！","listText":"Whatever，buy！","text":"Whatever，buy！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/361665453178952","repostId":"1168234774","repostType":4,"repost":{"id":"1168234774","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":1729074643,"share":"https://www.laohu8.com/m/news/1168234774?lang=&edition=full","pubTime":"2024-10-16 18:30","market":"us","language":"zh","title":"财报前瞻 | 发布会“画饼”遭冷遇，特斯拉Q3业绩或靠中国市场提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1168234774","media":"老虎资讯综合","summary":"$特斯拉$ 将于美东时间10月23日盘后发布2024财年第三季度业绩。上季度回顾财报显示，特斯拉二季度实现收入255亿美元，同比增长2%；经营利润为16.05亿元，同比下降33%，调整后每股收益0.52美元，同比下降43%。为提振销量，特斯拉大力促销，二季度单车收入下滑至4.17万美元，连续6个季度下降。而在美国市场， 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升，可能也有助于特斯拉Q3的业绩。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期，特斯拉2024财年第三季度营收为254.18亿美元，调整后净利润为20.52亿美元，调整后EPS为0.595美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dc8e3def0ca1a4403f6c479adc11ec\" title=\"\" tg-width=\"865\" tg-height=\"294\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示，特斯拉二季度实现收入255亿美元，同比增长2%；经营利润为16.05亿元，同比下降33%，调整后每股收益0.52美元，同比下降43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00a6058df5b9f77f299f5755641cf34a\" title=\"\" tg-width=\"865\" tg-height=\"865\"/></p><p>对于净利润的下滑，特斯拉表示，尽管采取了降价和低息融资等促销措施，以及裁员等节约成本和支出的举措，但<strong>特斯拉的销量仍显著下滑，导致净利润较去年同期下降。</strong></p><p>分业务看，特斯拉汽车业务营收198.78亿美元，同比下滑6.5%，分析师预期197.7亿；能源业务营收30.14亿美元，同比增长99.7%，大超分析师预期的23.6亿；服务及其他营收26亿，同比增长21.3%，略超分析师预期的24.6亿</p><p>销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量，特斯拉大力促销，二季度单车收入下滑至4.17万美元，连续6个季度下降。</p><p>值得注意的是，过去四个季度，特斯拉的调整后每股收益均不及市场预期：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c16dcaf63ea9ccf5bc45eb63f7bb93\" title=\"\" tg-width=\"567\" tg-height=\"242\"/></p><h2 id=\"id_1689990443\">本季度看点</h2><p><strong>“WE, ROBOT”发布会：远大的愿景还是马斯克的大饼</strong></p><p>10月10日，“WE, ROBOT”发布会终于在万众期待下召开，马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab，<strong>没有方向盘和踏板</strong>，完全依靠AI和摄像头运行，预计将于 2026 年投入生产，成本不超过3万美元。</p><p>马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示，特斯拉也将出售这些产品，最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”</p><p>此次发布会是特斯拉未来战略的关键一环，有分析师预测，这一业务将为特斯拉带来巨大的收入潜力，并上调了特斯拉的目标股价，认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。</p><p>但更多的分析师认为，整场活动缺乏关键信息和具体细节，尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。</p><p>美国国家公路交通安全管理局（NHTSA）周二（10月15日）表示，特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定，汽车制造商在获得豁免的情况下，NHTSA通常允许每年部署2500辆汽车，这意味着即使Cybercab上路，它最终也将是一个小众产品。</p><p>从股价表现上看，市场对于此次发布会的定义，至少从短时间来看，仍然是“画饼”＞“愿景”。</p><p><strong>回归本源：中国市场销量或提振业绩</strong></p><p>本季度，特斯拉的交付增长很可能将得到中国市场的支持，尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓，但长达五年的零利率贷款以及部分车型的即时折扣，一定程度上刺激了中国市场销量。</p><p>另一方面，特斯拉中国销售增长还归功于政府的优惠政策，中国政府在内需萎缩的情况下，增加了换购新车时的补贴以刺激消费，这被认有助于需求的恢复。</p><p>虽然特斯拉没有披露其在中国市场的交付数据，但根据中国乘用车协会的数据，特斯拉9月份的销量同比增长了19.2%，其中Model Y交付48,202辆，创下单月交付新高，表明这些激励措施正在产生积极影响。</p><p>而在美国市场， 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升，可能也有助于特斯拉Q3的业绩。</p><p>虽然Model Y三季度在美国市场的交付量同比有下滑，但仍是美国市场交付量最高的电动汽车，Model 3和电动皮卡Cybertruck分列第2和第3，特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。</p><p>另外，汽车研究机构Kelley Blue Book (KBB)的调查数据显示，特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车，预计销量达到16,692辆，超过 <a href=\"https://laohu8.com/S/F\">福特汽车</a> 、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a> 和 <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> 等竞争对手的总和。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示，根据61家知名券商机构对特斯拉的最新评级，“买入”评级占比为41%，目标价均价217.25美元，较本周二（10月15日）美股收盘价小幅折价1.05%。</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>财报前瞻 | 发布会“画饼”遭冷遇，特斯拉Q3业绩或靠中国市场提振</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 发布会“画饼”遭冷遇，特斯拉Q3业绩或靠中国市场提振\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\">2024-10-16 18:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期，特斯拉2024财年第三季度营收为254.18亿美元，调整后净利润为20.52亿美元，调整后EPS为0.595美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dc8e3def0ca1a4403f6c479adc11ec\" title=\"\" tg-width=\"865\" tg-height=\"294\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示，特斯拉二季度实现收入255亿美元，同比增长2%；经营利润为16.05亿元，同比下降33%，调整后每股收益0.52美元，同比下降43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00a6058df5b9f77f299f5755641cf34a\" title=\"\" tg-width=\"865\" tg-height=\"865\"/></p><p>对于净利润的下滑，特斯拉表示，尽管采取了降价和低息融资等促销措施，以及裁员等节约成本和支出的举措，但<strong>特斯拉的销量仍显著下滑，导致净利润较去年同期下降。</strong></p><p>分业务看，特斯拉汽车业务营收198.78亿美元，同比下滑6.5%，分析师预期197.7亿；能源业务营收30.14亿美元，同比增长99.7%，大超分析师预期的23.6亿；服务及其他营收26亿，同比增长21.3%，略超分析师预期的24.6亿</p><p>销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量，特斯拉大力促销，二季度单车收入下滑至4.17万美元，连续6个季度下降。</p><p>值得注意的是，过去四个季度，特斯拉的调整后每股收益均不及市场预期：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c16dcaf63ea9ccf5bc45eb63f7bb93\" title=\"\" tg-width=\"567\" tg-height=\"242\"/></p><h2 id=\"id_1689990443\">本季度看点</h2><p><strong>“WE, ROBOT”发布会：远大的愿景还是马斯克的大饼</strong></p><p>10月10日，“WE, ROBOT”发布会终于在万众期待下召开，马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab，<strong>没有方向盘和踏板</strong>，完全依靠AI和摄像头运行，预计将于 2026 年投入生产，成本不超过3万美元。</p><p>马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示，特斯拉也将出售这些产品，最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”</p><p>此次发布会是特斯拉未来战略的关键一环，有分析师预测，这一业务将为特斯拉带来巨大的收入潜力，并上调了特斯拉的目标股价，认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。</p><p>但更多的分析师认为，整场活动缺乏关键信息和具体细节，尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。</p><p>美国国家公路交通安全管理局（NHTSA）周二（10月15日）表示，特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定，汽车制造商在获得豁免的情况下，NHTSA通常允许每年部署2500辆汽车，这意味着即使Cybercab上路，它最终也将是一个小众产品。</p><p>从股价表现上看，市场对于此次发布会的定义，至少从短时间来看，仍然是“画饼”＞“愿景”。</p><p><strong>回归本源：中国市场销量或提振业绩</strong></p><p>本季度，特斯拉的交付增长很可能将得到中国市场的支持，尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓，但长达五年的零利率贷款以及部分车型的即时折扣，一定程度上刺激了中国市场销量。</p><p>另一方面，特斯拉中国销售增长还归功于政府的优惠政策，中国政府在内需萎缩的情况下，增加了换购新车时的补贴以刺激消费，这被认有助于需求的恢复。</p><p>虽然特斯拉没有披露其在中国市场的交付数据，但根据中国乘用车协会的数据，特斯拉9月份的销量同比增长了19.2%，其中Model Y交付48,202辆，创下单月交付新高，表明这些激励措施正在产生积极影响。</p><p>而在美国市场， 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升，可能也有助于特斯拉Q3的业绩。</p><p>虽然Model Y三季度在美国市场的交付量同比有下滑，但仍是美国市场交付量最高的电动汽车，Model 3和电动皮卡Cybertruck分列第2和第3，特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。</p><p>另外，汽车研究机构Kelley Blue Book (KBB)的调查数据显示，特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车，预计销量达到16,692辆，超过 <a href=\"https://laohu8.com/S/F\">福特汽车</a> 、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a> 和 <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> 等竞争对手的总和。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示，根据61家知名券商机构对特斯拉的最新评级，“买入”评级占比为41%，目标价均价217.25美元，较本周二（10月15日）美股收盘价小幅折价1.05%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168234774","content_text":"特斯拉 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期，特斯拉2024财年第三季度营收为254.18亿美元，调整后净利润为20.52亿美元，调整后EPS为0.595美元。上季度回顾财报显示，特斯拉二季度实现收入255亿美元，同比增长2%；经营利润为16.05亿元，同比下降33%，调整后每股收益0.52美元，同比下降43%。对于净利润的下滑，特斯拉表示，尽管采取了降价和低息融资等促销措施，以及裁员等节约成本和支出的举措，但特斯拉的销量仍显著下滑，导致净利润较去年同期下降。分业务看，特斯拉汽车业务营收198.78亿美元，同比下滑6.5%，分析师预期197.7亿；能源业务营收30.14亿美元，同比增长99.7%，大超分析师预期的23.6亿；服务及其他营收26亿，同比增长21.3%，略超分析师预期的24.6亿销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量，特斯拉大力促销，二季度单车收入下滑至4.17万美元，连续6个季度下降。值得注意的是，过去四个季度，特斯拉的调整后每股收益均不及市场预期：本季度看点“WE, ROBOT”发布会：远大的愿景还是马斯克的大饼10月10日，“WE, ROBOT”发布会终于在万众期待下召开，马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab，没有方向盘和踏板，完全依靠AI和摄像头运行，预计将于 2026 年投入生产，成本不超过3万美元。马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示，特斯拉也将出售这些产品，最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”此次发布会是特斯拉未来战略的关键一环，有分析师预测，这一业务将为特斯拉带来巨大的收入潜力，并上调了特斯拉的目标股价，认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。但更多的分析师认为，整场活动缺乏关键信息和具体细节，尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。美国国家公路交通安全管理局（NHTSA）周二（10月15日）表示，特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定，汽车制造商在获得豁免的情况下，NHTSA通常允许每年部署2500辆汽车，这意味着即使Cybercab上路，它最终也将是一个小众产品。从股价表现上看，市场对于此次发布会的定义，至少从短时间来看，仍然是“画饼”＞“愿景”。回归本源：中国市场销量或提振业绩本季度，特斯拉的交付增长很可能将得到中国市场的支持，尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓，但长达五年的零利率贷款以及部分车型的即时折扣，一定程度上刺激了中国市场销量。另一方面，特斯拉中国销售增长还归功于政府的优惠政策，中国政府在内需萎缩的情况下，增加了换购新车时的补贴以刺激消费，这被认有助于需求的恢复。虽然特斯拉没有披露其在中国市场的交付数据，但根据中国乘用车协会的数据，特斯拉9月份的销量同比增长了19.2%，其中Model Y交付48,202辆，创下单月交付新高，表明这些激励措施正在产生积极影响。而在美国市场， 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升，可能也有助于特斯拉Q3的业绩。虽然Model Y三季度在美国市场的交付量同比有下滑，但仍是美国市场交付量最高的电动汽车，Model 3和电动皮卡Cybertruck分列第2和第3，特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。另外，汽车研究机构Kelley Blue Book (KBB)的调查数据显示，特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车，预计销量达到16,692辆，超过 福特汽车 、 通用汽车 和 Rivian Automotive, Inc. 等竞争对手的总和。评级与目标价彭博统计数据显示，根据61家知名券商机构对特斯拉的最新评级，“买入”评级占比为41%，目标价均价217.25美元，较本周二（10月15日）美股收盘价小幅折价1.05%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259539883810944,"gmtCreate":1704374281949,"gmtModify":1704375012662,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 是时候买入了。","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 是时候买入了。","text":"$瑞幸咖啡(LKNCY)$ 是时候买入了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259539883810944","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401323432702464,"gmtCreate":1738986668444,"gmtModify":1738986669661,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a> 然后大跌10%，是什么原因？","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a> 然后大跌10%，是什么原因？","text":"$瑞幸咖啡(LKNCY)$ 然后大跌10%，是什么原因？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/401323432702464","isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398443615482296,"gmtCreate":1738298780812,"gmtModify":1738298783050,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"远离中概，不管短期有多好！","listText":"远离中概，不管短期有多好！","text":"远离中概，不管短期有多好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/398443615482296","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539137238633891","authorId":"3539137238633891","name":"民國投機者","avatar":"https://static.tigerbbs.com/9a63312217e0eb9908b692d2402274c2","crmLevel":6,"crmLevelSwitch":1,"idStr":"3539137238633891","authorIdStr":"3539137238633891"},"content":"哥们又买啥中概了","text":"哥们又买啥中概了","html":"哥们又买啥中概了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363460047560912,"gmtCreate":1729760640015,"gmtModify":1729760641827,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a 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重要的事情说三遍，最后上车机会！最后上车机会！最后上车机会！[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363460047560912","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430439093977208,"gmtCreate":1746109391495,"gmtModify":1746109392854,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"总有人要以牺牲换来变革。","listText":"总有人要以牺牲换来变革。","text":"总有人要以牺牲换来变革。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430439093977208","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430436786057968,"gmtCreate":1746109346651,"gmtModify":1746109348358,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> 80%以上的问题都是重复的。不过话说回来，看一次少一次了。","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> 80%以上的问题都是重复的。不过话说回来，看一次少一次了。","text":"$伯克希尔B(BRK.B)$ 80%以上的问题都是重复的。不过话说回来，看一次少一次了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430436786057968","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430437883933504,"gmtCreate":1746109306591,"gmtModify":1746109308483,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"其实，很简单的逻辑：强者恒强。","listText":"其实，很简单的逻辑：强者恒强。","text":"其实，很简单的逻辑：强者恒强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430437883933504","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407438727127680,"gmtCreate":1740490639377,"gmtModify":1740490688076,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 短期内已经很明朗了，向300靠拢。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 短期内已经很明朗了，向300靠拢。","text":"$特斯拉(TSLA)$ 短期内已经很明朗了，向300靠拢。","images":[{"img":"https://static.tigerbbs.com/c90407e63dfd56bb51306926894bcea1","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407438727127680","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"没有利好全是利空‌[开心] ‌‌[开心] ‌干就完了，打倒教主","text":"没有利好全是利空‌[开心] ‌‌[开心] ‌干就完了，打倒教主","html":"没有利好全是利空‌[开心] ‌‌[开心] ‌干就完了，打倒教主"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407067066466504,"gmtCreate":1740400202084,"gmtModify":1740400205088,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/9000000000000226\">@卡皮巴投</a>:已经加速向300靠拢了//<a href=\"https://laohu8.com/U/9000000000000226\">@卡皮巴投</a>:马斯克最近是不是得罪太多人了，会不会影响特斯拉股价？有点担心","listText":"Replying to <a href=\"https://laohu8.com/U/9000000000000226\">@卡皮巴投</a>:已经加速向300靠拢了//<a href=\"https://laohu8.com/U/9000000000000226\">@卡皮巴投</a>:马斯克最近是不是得罪太多人了，会不会影响特斯拉股价？有点担心","text":"Replying to @卡皮巴投:已经加速向300靠拢了//@卡皮巴投:马斯克最近是不是得罪太多人了，会不会影响特斯拉股价？有点担心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/407067066466504","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"下次财报不好的话250左右了。信徒们已经在安慰自己新Y上次财报没机会计入了。","text":"下次财报不好的话250左右了。信徒们已经在安慰自己新Y上次财报没机会计入了。","html":"下次财报不好的话250左右了。信徒们已经在安慰自己新Y上次财报没机会计入了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406703121625304,"gmtCreate":1740319374352,"gmtModify":1740319376443,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"老黄说得没错，只不过不会只买英伟达的芯片了，各种芯片都可以用了。行业发展更大，但是芯片需求将实现多元化。英伟达的高速发展告一段落了，短期看跌。","listText":"老黄说得没错，只不过不会只买英伟达的芯片了，各种芯片都可以用了。行业发展更大，但是芯片需求将实现多元化。英伟达的高速发展告一段落了，短期看跌。","text":"老黄说得没错，只不过不会只买英伟达的芯片了，各种芯片都可以用了。行业发展更大，但是芯片需求将实现多元化。英伟达的高速发展告一段落了，短期看跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/406703121625304","repostId":"2513224749","repostType":4,"repost":{"id":"2513224749","kind":"news","pubTimestamp":1740195004,"share":"https://www.laohu8.com/m/news/2513224749?lang=&edition=full","pubTime":"2025-02-22 11:30","market":"hk","language":"zh","title":"黄仁勋：市场对DeepSeek的理解完全搞反了","url":"https://stock-news.laohu8.com/highlight/detail?id=2513224749","media":"华尔街见闻","summary":"黄仁勋认为，DeepSeekR1的发布“令人难以置信地兴奋”，它不仅不会终结AI计算需求，反而会扩大并加速市场对更高效AI模型的追求，从而推动整个行业的发展。","content":"<html><head></head><body><p>DeepSeek的横空出世引发大模型算力逻辑的质疑，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。</p><p>他认为，<strong>DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。<strong>因此，它正在扩大并加速AI的采用。</strong>”</p></blockquote><p>英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。</p><h2 id=\"id_3364576943\">黄仁勋：技术进步推动AI普及，而市场反应大相径庭</h2><p>DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ee4adb28bf84267879a77fd0c4a1c9\" tg-width=\"1024\" tg-height=\"747\"/></p><p>市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。</p><p>然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。<strong>黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：</strong></p><blockquote><p>“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”</p></blockquote><p>他表示，<strong>R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”</p></blockquote><p>换言之，<strong>R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><p>黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：</p><blockquote><p><strong>“推理是其中一个相当耗费算力的部分。”</strong></p></blockquote><p><strong>这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。</strong></p><p>与此同时，2月21日午间，<strong>DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，</strong>每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。</p><p>DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4688669b48fc43efbe1b13a0e9b48cb8\" tg-width=\"960\" tg-height=\"831\"/></p><p>风险提示及免责条款</p><p> 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。</p></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>黄仁勋：市场对DeepSeek的理解完全搞反了</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黄仁勋：市场对DeepSeek的理解完全搞反了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-22 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741652><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741652\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7ba966948c053829c47cbb61f473ce","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3741652","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513224749","content_text":"DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。黄仁勋：技术进步推动AI普及，而市场反应大相径庭DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”他表示，R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”换言之，R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：“推理是其中一个相当耗费算力的部分。”这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。与此同时，2月21日午间，DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。风险提示及免责条款 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":2116,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"content":"估值太高，这次算是回落到安全的位置了","text":"估值太高，这次算是回落到安全的位置了","html":"估值太高，这次算是回落到安全的位置了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399572082077760,"gmtCreate":1738574509685,"gmtModify":1738574511349,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 不是抄底的问题，是比谁跑得快的问题。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 不是抄底的问题，是比谁跑得快的问题。","text":"$英伟达(NVDA)$ 不是抄底的问题，是比谁跑得快的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399572082077760","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417987195089328,"gmtCreate":1743089110847,"gmtModify":1743089113432,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"themes":[],"htmlText":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]&nbsp;&nbsp;","listText":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]&nbsp;&nbsp;","text":"不知道李斌在想什么？天时地利人和吃尽，就是没法扭亏。也是一个奇迹！[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/417987195089328","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557177667919123","authorId":"3557177667919123","name":"riitxu","avatar":"https://static.tigerbbs.com/f73bd595f590046738b351514b06a4d5","crmLevel":8,"crmLevelSwitch":1,"idStr":"3557177667919123","authorIdStr":"3557177667919123"},"content":"天时地利人和 三样全不占还差不多","text":"天时地利人和 三样全不占还差不多","html":"天时地利人和 三样全不占还差不多"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}