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江南少阁主

江南少阁主

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江南少阁主

06-06 23:02

$英特尔(INTC)$ 和arm比差远了

江南少阁主

06-06 22:31

$英特尔(INTC)$ 自选股倒数第一☝️

江南少阁主

06-06 22:03

$英特尔(INTC)$ 垃圾中的战斗机

江南少阁主

06-06 10:08

千万不要得罪了ZF，不然没好果子吃，就是这样

政治风波冲击下特斯拉“梦想溢价”崩塌？分析师警告：接飞刀风险远超预期

江南少阁主

06-06 10:05

金毛给你指引了，这票短期是大幅震荡了。歇菜

马斯克表示，我们不会退役“龙”飞船。

江南少阁主

06-06 09:28

这个也是个演员天天秀啊

马斯克表示，我们不会退役“龙”飞船。

江南少阁主

06-06 09:04

‌$特斯拉(TSLA)$ ‌对骂刚开始，老马是不想混了。这一波能杀到200

江南少阁主

06-06 08:04

$特斯拉(TSLA)$ 玩球，多方爆仓了？

江南少阁主

06-06 07:58

$特斯拉(TSLA)$ 这下要闹了，估计这个马特特要被金毛特特给干死

江南少阁主

06-05 21:01

‌$特斯拉(TSLA)$ ‌ 这么个操作法，估计是金毛要给老马上手段了。。

江南少阁主

06-05 12:14

你天天骂特朗普，你迟早要被弄，信不

马斯克连续不断炮轰特朗普“巨额支出法案”，特斯拉股价无辜躺枪

江南少阁主

06-05 12:13

‌[开心] ‌

福建市监局抽检通报：“小牛”“立马”等4批次电动自行车及电池不合格

江南少阁主

06-05 11:41

呵呵车子不行了，吹军工拉

大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？

江南少阁主

06-04

ARM厉害了

传英伟达将推出Arm架构AI PC处理器，Alienware或将首发搭载

江南少阁主

06-04

其实就是减持出货了，消息都是人为的

小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战

江南少阁主

06-03

$英特尔(INTC)$ 日落西山了

江南少阁主

06-03

有啥用，机构天天压着盘面

赛道Hyper | 媲美CoWoS：英特尔突破先进封装技术

江南少阁主

06-03

其实就是压价格而已罢了，吹牛谁不会。

拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所

江南少阁主

06-03

现在车企都开始自我营销了，悲哀

李斌回应蔚来车主高速睡着：辅助驾驶不是自动驾驶，返工路上注意安全

江南少阁主

06-02

‌$英特尔(INTC)$ ‌确实垃圾啊，这么多利好，水花都没有

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垃圾中的战斗机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443172498940144","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442994687062032,"gmtCreate":1749175724908,"gmtModify":1749175864304,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"千万不要得罪了ZF，不然没好果子吃，就是这样","listText":"千万不要得罪了ZF，不然没好果子吃，就是这样","text":"千万不要得罪了ZF，不然没好果子吃，就是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442994687062032","repostId":"2541007026","repostType":2,"repost":{"id":"2541007026","kind":"news","pubTimestamp":1749172245,"share":"https://www.laohu8.com/m/news/2541007026?lang=&edition=full","pubTime":"2025-06-06 09:10","market":"us","language":"zh","title":"政治风波冲击下特斯拉“梦想溢价”崩塌？分析师警告：接飞刀风险远超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2541007026","media":"智通财经","summary":"数月以来，$特斯拉$股东们一直因埃隆·马斯克在特朗普总统执政期间所扮演的角色而备受困扰。此前，因特朗普提出的税收法案引发的分歧演变成了马斯克与总统的公开冲突，特朗普威胁要终止与马斯克旗下特斯拉以及SpaceX的政府合同和补贴。在特朗普赢得大选之后，特斯拉的股价大幅上涨。对特斯拉来说，这种情况尤为棘手，因为公司的价值与马斯克本人是无法分开的。如果情况进一步恶化，我认为这确实有可能对特斯拉的收益造成损害。","content":"<html><head></head><body><p>数月以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东们一直因埃隆·马斯克在特朗普总统执政期间所扮演的角色而备受困扰。但上周他正式退出政府职位所带来的些许慰藉很快又化为恐惧，因为这家电动汽车制造商的首席执行官与特朗普发生了激烈的争执。</p><p>智通财经APP获悉，特斯拉公司的股票在周四暴跌了 14%。此前，因特朗普提出的税收法案引发的分歧演变成了马斯克与总统的公开冲突，特朗普威胁要终止与马斯克旗下特斯拉以及SpaceX的政府合同和补贴。根据S3数据，这场暴跌使特斯拉的市值缩水了 1530 亿美元，创下了有记录以来的最大单日跌幅，而做空者则获利 40 亿美元。</p><p>虽然特斯拉的股东们早已习惯了股价的剧烈波动，但周四的暴跌却充分展示了马斯克对该公司股票的影响力有多么巨大。尽管此次暴跌最终可能会带来买入机会，但一些市场观察人士表示，试图抓住正在下跌的“刀刃”风险太大，不值得冒这个险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e1f375af54017c88ded9962687b164a\" tg-width=\"630\" tg-height=\"334\"/></p><p>在特朗普赢得大选之后，特斯拉的股价大幅上涨。许多人认为，鉴于马斯克与当选总统当时的关系密切，此次选举对该公司而言将是一个利好消息。然而，在幕后，该公司电动汽车业务的前景却在不断恶化，而马斯克在美国和国外卷入的政治争议也使一些购车者望而却步，并引发了对该公司发起的抗议活动。随着周四股价的下跌，该股票较去年 12 月的历史最高点已下跌了 41%。</p><p><strong>据市场观察人士分析，这家电动汽车制造商的股票接下来的走势似乎充满不确定性。</strong></p><p>Phoenix Financial Services首席市场分析师Wayne Kaufman表示：</p><p>整个事情简直荒唐至极。处于这种职位的人理应比那些初中时代的孩子成熟得多，不该表现得如此幼稚。对特斯拉来说，这种情况尤为棘手，因为公司的价值与马斯克本人是无法分开的。特斯拉一直靠马斯克的影响力来交易。当他看起来像个有远见的人时，股价就会上涨。当他涉足DOGE，股价就会下跌。当他退出DOGE后，股价又会反弹。马斯克是让股票上涨的那个关键人物，所以显然当马斯克成为问题焦点时，股价就会下跌，接下来会发生什么谁也说不准。然而，如果特斯拉本身具有巨大的内在价值，就不会像现在这样暴跌。它的股价从来都不是基于基本面的交易。</p><p>50 Park Investments首席执行官Adam Sarhan指出：</p><p>显然，埃隆和特朗普之间的关系已经不再一致。我们不清楚这会产生什么样的后果，这就是人们纷纷抛售股票的原因。这不是那种会有明确结论或解决办法的问题。如果情况进一步恶化，我认为这确实有可能对特斯拉的收益造成损害。他们是这个星球上最具影响力的人物中的两位，如果出现个人之间的争斗，特朗普很可能会获胜。对于股票的影响是无法预测的。目前这纯粹是一种赌博，而且在此之前我们还没有考虑到特斯拉本身已经相当昂贵的情况。在股价下跌的过程中，它可能会变得更具吸引力，但我不敢心安理得地说它现在是便宜的。</p><p>Gerber Kawasaki Wealth and Investment Management首席执行官Ross Gerber则认为：</p><p>这对马斯克来说是个灾难。我不知道能否以积极的角度来解读这件事，因为这实在是太超出了任何有智慧的商人应有的行为范畴了。我无法想象，在让特朗普上任之后，他还会把特朗普变成所有人的敌人。董事会不会采取任何行动，没有人会保护特斯拉的股东，而保护自己的唯一办法就是出售股票，我个人今天也出售了一些特斯拉的股票。而且我们多年来一直都在出售特斯拉的股票，现在依然如此。</p><p>Roundhill Financial首席执行官Dave Mazza表示：</p><p>显然，短期内市场形势相当悲观。这增加了额外的复杂性，而该公司的现状并不需要这种复杂性。人们忽略了汽车销售方面的问题，因为自动驾驶出租车即将问世，而且人们愿意对这一领域放手一搏。但现在如果这些举措会受到针对性打击，而马斯克本人也会成为打击目标，那么“梦想溢价”就会大幅下降，这就是我们今天所看到的情况。</p><p>彭博经济首席经济学家Tom Orlik补充道：</p><p>对马斯克的公司进行打击将会危及美国在科技领域的领先地位。从SpaceX卫星到Grok AI以及特斯拉电动汽车，马斯克的这些企业为美国在战略领域提供了竞争优势，放弃这些优势可是代价高昂的。</p></body></html>","source":"stock_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>政治风波冲击下特斯拉“梦想溢价”崩塌？分析师警告：接飞刀风险远超预期</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政治风波冲击下特斯拉“梦想溢价”崩塌？分析师警告：接飞刀风险远超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-06 09:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1302044.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数月以来，特斯拉股东们一直因埃隆·马斯克在特朗普总统执政期间所扮演的角色而备受困扰。但上周他正式退出政府职位所带来的些许慰藉很快又化为恐惧，因为这家电动汽车制造商的首席执行官与特朗普发生了激烈的争执。智通财经APP获悉，特斯拉公司的股票在周四暴跌了 14%。此前，因特朗普提出的税收法案引发的分歧演变成了马斯克与总统的公开冲突，特朗普威胁要终止与马斯克旗下特斯拉以及SpaceX的政府合同和补贴。根据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1302044.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/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" 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ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1302044.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541007026","content_text":"数月以来，特斯拉股东们一直因埃隆·马斯克在特朗普总统执政期间所扮演的角色而备受困扰。但上周他正式退出政府职位所带来的些许慰藉很快又化为恐惧，因为这家电动汽车制造商的首席执行官与特朗普发生了激烈的争执。智通财经APP获悉，特斯拉公司的股票在周四暴跌了 14%。此前，因特朗普提出的税收法案引发的分歧演变成了马斯克与总统的公开冲突，特朗普威胁要终止与马斯克旗下特斯拉以及SpaceX的政府合同和补贴。根据S3数据，这场暴跌使特斯拉的市值缩水了 1530 亿美元，创下了有记录以来的最大单日跌幅，而做空者则获利 40 亿美元。虽然特斯拉的股东们早已习惯了股价的剧烈波动，但周四的暴跌却充分展示了马斯克对该公司股票的影响力有多么巨大。尽管此次暴跌最终可能会带来买入机会，但一些市场观察人士表示，试图抓住正在下跌的“刀刃”风险太大，不值得冒这个险。在特朗普赢得大选之后，特斯拉的股价大幅上涨。许多人认为，鉴于马斯克与当选总统当时的关系密切，此次选举对该公司而言将是一个利好消息。然而，在幕后，该公司电动汽车业务的前景却在不断恶化，而马斯克在美国和国外卷入的政治争议也使一些购车者望而却步，并引发了对该公司发起的抗议活动。随着周四股价的下跌，该股票较去年 12 月的历史最高点已下跌了 41%。据市场观察人士分析，这家电动汽车制造商的股票接下来的走势似乎充满不确定性。Phoenix Financial Services首席市场分析师Wayne Kaufman表示：整个事情简直荒唐至极。处于这种职位的人理应比那些初中时代的孩子成熟得多，不该表现得如此幼稚。对特斯拉来说，这种情况尤为棘手，因为公司的价值与马斯克本人是无法分开的。特斯拉一直靠马斯克的影响力来交易。当他看起来像个有远见的人时，股价就会上涨。当他涉足DOGE，股价就会下跌。当他退出DOGE后，股价又会反弹。马斯克是让股票上涨的那个关键人物，所以显然当马斯克成为问题焦点时，股价就会下跌，接下来会发生什么谁也说不准。然而，如果特斯拉本身具有巨大的内在价值，就不会像现在这样暴跌。它的股价从来都不是基于基本面的交易。50 Park Investments首席执行官Adam Sarhan指出：显然，埃隆和特朗普之间的关系已经不再一致。我们不清楚这会产生什么样的后果，这就是人们纷纷抛售股票的原因。这不是那种会有明确结论或解决办法的问题。如果情况进一步恶化，我认为这确实有可能对特斯拉的收益造成损害。他们是这个星球上最具影响力的人物中的两位，如果出现个人之间的争斗，特朗普很可能会获胜。对于股票的影响是无法预测的。目前这纯粹是一种赌博，而且在此之前我们还没有考虑到特斯拉本身已经相当昂贵的情况。在股价下跌的过程中，它可能会变得更具吸引力，但我不敢心安理得地说它现在是便宜的。Gerber Kawasaki Wealth and Investment Management首席执行官Ross Gerber则认为：这对马斯克来说是个灾难。我不知道能否以积极的角度来解读这件事，因为这实在是太超出了任何有智慧的商人应有的行为范畴了。我无法想象，在让特朗普上任之后，他还会把特朗普变成所有人的敌人。董事会不会采取任何行动，没有人会保护特斯拉的股东，而保护自己的唯一办法就是出售股票，我个人今天也出售了一些特斯拉的股票。而且我们多年来一直都在出售特斯拉的股票，现在依然如此。Roundhill Financial首席执行官Dave Mazza表示：显然，短期内市场形势相当悲观。这增加了额外的复杂性，而该公司的现状并不需要这种复杂性。人们忽略了汽车销售方面的问题，因为自动驾驶出租车即将问世，而且人们愿意对这一领域放手一搏。但现在如果这些举措会受到针对性打击，而马斯克本人也会成为打击目标，那么“梦想溢价”就会大幅下降，这就是我们今天所看到的情况。彭博经济首席经济学家Tom Orlik补充道：对马斯克的公司进行打击将会危及美国在科技领域的领先地位。从SpaceX卫星到Grok AI以及特斯拉电动汽车，马斯克的这些企业为美国在战略领域提供了竞争优势，放弃这些优势可是代价高昂的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442995513327928,"gmtCreate":1749175536416,"gmtModify":1749175538049,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"金毛给你指引了，这票短期是大幅震荡了。歇菜","listText":"金毛给你指引了，这票短期是大幅震荡了。歇菜","text":"金毛给你指引了，这票短期是大幅震荡了。歇菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442995513327928","repostId":"2541000442","repostType":2,"repost":{"id":"2541000442","kind":"live","pubTimestamp":1749172890,"share":"https://www.laohu8.com/m/news/2541000442?lang=&edition=full","pubTime":"2025-06-06 09:21","market":"hk","language":"zh","title":"马斯克表示，我们不会退役“龙”飞船。","url":"https://stock-news.laohu8.com/highlight/detail?id=2541000442","media":"美港电讯","summary":"马斯克表示，我们不会退役“龙”飞船。","content":"<html><body><p>马斯克表示，我们不会退役“龙”飞船。</p></body></html>","source":"live_meigang","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>马斯克表示，我们不会退役“龙”飞船。</title>\n<style 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天天秀啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442984868122960","repostId":"2541000442","repostType":2,"repost":{"id":"2541000442","kind":"live","pubTimestamp":1749172890,"share":"https://www.laohu8.com/m/news/2541000442?lang=&edition=full","pubTime":"2025-06-06 09:21","market":"hk","language":"zh","title":"马斯克表示，我们不会退役“龙”飞船。","url":"https://stock-news.laohu8.com/highlight/detail?id=2541000442","media":"美港电讯","summary":"马斯克表示，我们不会退役“龙”飞船。","content":"<html><body><p>马斯克表示，我们不会退役“龙”飞船。</p></body></html>","source":"live_meigang","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\" 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玩球，多方爆仓了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442965665038648","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442964929397080,"gmtCreate":1749167936356,"gmtModify":1749168644102,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这下要闹了，估计这个马特特要被金毛特特给干死","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这下要闹了，估计这个马特特要被金毛特特给干死","text":"$特斯拉(TSLA)$ 这下要闹了，估计这个马特特要被金毛特特给干死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442964929397080","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442799974555856,"gmtCreate":1749128478576,"gmtModify":1749128479785,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌ 这么个操作法，估计是金毛要给老马上手段了。。","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌ 这么个操作法，估计是金毛要给老马上手段了。。","text":"‌$特斯拉(TSLA)$ ‌ 这么个操作法，估计是金毛要给老马上手段了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442799974555856","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442673386565904,"gmtCreate":1749096870222,"gmtModify":1749097490801,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"你天天骂特朗普，你迟早要被弄，信不","listText":"你天天骂特朗普，你迟早要被弄，信不","text":"你天天骂特朗普，你迟早要被弄，信不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442673386565904","repostId":"2541094088","repostType":2,"repost":{"id":"2541094088","kind":"news","pubTimestamp":1749077700,"share":"https://www.laohu8.com/m/news/2541094088?lang=&edition=full","pubTime":"2025-06-05 06:55","market":"us","language":"zh","title":"马斯克连续不断炮轰特朗普“巨额支出法案”，特斯拉股价无辜躺枪","url":"https://stock-news.laohu8.com/highlight/detail?id=2541094088","media":"智通财经","summary":"据报道，马斯克此番高调发声的部分原因，是因为该法案削减了对电动车的税收抵免政策，影响了特斯拉的直接利益。另有消息称，马斯克原计划继续以“特别政府雇员”身份留任特朗普政府，但白宫方面未予批准。Future Fund联合创始人Gary Black评论称，马斯克对特朗普法案的“宣战”可能会危及特斯拉此前最重要的政策红利之一，联邦自动驾驶标准的立法进展。","content":"<html><head></head><body><p>6月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX首席执行官马斯克本周猛烈抨击总统特朗普正推动国会通过的大规模减税与支出法案，称其将令美国陷入“债务奴役”，并敦促国会议员“否决这项法案”。</p><p>“给你们的参议员和众议员打电话，”马斯克在社交媒体平台X上连发帖文怒斥该预算案，“让美国破产是不可接受的！”他进一步呼吁起草一份“不会大幅增加赤字、也不会提升5万亿美元债务上限的新法案”。</p><p>马斯克对这项提案的攻击始于周二，当时他称之为“令人作呕的耻辱”。此后短短两天内，他已连续发布或转发超过二十条相关帖文，内容大多聚焦批评该法案或评论美国债务问题。</p><p>据报道，马斯克此番高调发声的部分原因，是因为该法案削减了对电动车的税收抵免政策，影响了特斯拉的直接利益。另有消息称，马斯克原计划继续以“特别政府雇员”身份留任特朗普政府，但白宫方面未予批准。</p><p>马斯克近期也因多项政策分歧与特朗普政府产生矛盾，包括联邦航空管理局无法监管其星链系统，以及他心仪的NASA局长人选被撤回。</p><p>值得注意的是，尽管上周五在白宫送别仪式上，特朗普仍公开称赞马斯克的工作，对于马斯克连日来的激烈反对，目前尚未正面回应。不过特朗普的Truth Social账号周三下午转发了马斯克曾感谢他任命自己领导政府改革小组DOGE的一条旧帖，暗示两人关系尚未彻底破裂。</p><p>与此同时，特斯拉股价也受此纷争影响出现波动。周三，该股下跌3.55%，报收332.05美元。投资者情绪承压，一方面受中德两国销售数据疲软影响，另一方面也担忧马斯克与特朗普关系生变可能影响特斯拉在自动驾驶政策等关键领域的政策红利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9c0989dcd2774d883bbcc565db12964\" tg-width=\"560\" tg-height=\"240\"/></p><p>据最新数据，5月特斯拉在德国售出仅1210辆汽车，同比下滑36%；年内累计销量为7030辆，同比暴跌58%。在中国，5月上海工厂交付量近6.2万辆，同比下降15%。不过，5月交付量环比4月有所提升，第二季度前九周的零售销售同比下降约17%。周度销量则实现近20%的年增幅，部分为市场带来些许信心。</p><p>Future Fund联合创始人Gary Black评论称，马斯克对特朗普法案的“宣战”可能会危及特斯拉此前最重要的政策红利之一，联邦自动驾驶标准的立法进展。他指出，这一标准若被搁置，将影响特斯拉自动驾驶战略落地。</p><p>截至周三收盘，特斯拉年内股价已下跌约15%，但过去12个月累计上涨95%。自4月22日公司公布一季度财报以来，受益于马斯克宣布将减少在华盛顿的政治参与、并计划在德州奥斯汀部署无人驾驶出租车业务，特斯拉股价已上涨逾45%。</p></body></html>","source":"stock_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\" 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href=http://www.zhitongcaijing.com/content/detail/1301428.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月5日，特斯拉和SpaceX首席执行官马斯克本周猛烈抨击总统特朗普正推动国会通过的大规模减税与支出法案，称其将令美国陷入“债务奴役”，并敦促国会议员“否决这项法案”。“给你们的参议员和众议员打电话，”马斯克在社交媒体平台X上连发帖文怒斥该预算案，“让美国破产是不可接受的！”他进一步呼吁起草一份“不会大幅增加赤字、也不会提升5万亿美元债务上限的新法案”。马斯克对这项提案的攻击始于周二，当时他称之为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1301428.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1301428.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541094088","content_text":"6月5日，特斯拉和SpaceX首席执行官马斯克本周猛烈抨击总统特朗普正推动国会通过的大规模减税与支出法案，称其将令美国陷入“债务奴役”，并敦促国会议员“否决这项法案”。“给你们的参议员和众议员打电话，”马斯克在社交媒体平台X上连发帖文怒斥该预算案，“让美国破产是不可接受的！”他进一步呼吁起草一份“不会大幅增加赤字、也不会提升5万亿美元债务上限的新法案”。马斯克对这项提案的攻击始于周二，当时他称之为“令人作呕的耻辱”。此后短短两天内，他已连续发布或转发超过二十条相关帖文，内容大多聚焦批评该法案或评论美国债务问题。据报道，马斯克此番高调发声的部分原因，是因为该法案削减了对电动车的税收抵免政策，影响了特斯拉的直接利益。另有消息称，马斯克原计划继续以“特别政府雇员”身份留任特朗普政府，但白宫方面未予批准。马斯克近期也因多项政策分歧与特朗普政府产生矛盾，包括联邦航空管理局无法监管其星链系统，以及他心仪的NASA局长人选被撤回。值得注意的是，尽管上周五在白宫送别仪式上，特朗普仍公开称赞马斯克的工作，对于马斯克连日来的激烈反对，目前尚未正面回应。不过特朗普的Truth Social账号周三下午转发了马斯克曾感谢他任命自己领导政府改革小组DOGE的一条旧帖，暗示两人关系尚未彻底破裂。与此同时，特斯拉股价也受此纷争影响出现波动。周三，该股下跌3.55%，报收332.05美元。投资者情绪承压，一方面受中德两国销售数据疲软影响，另一方面也担忧马斯克与特朗普关系生变可能影响特斯拉在自动驾驶政策等关键领域的政策红利。据最新数据，5月特斯拉在德国售出仅1210辆汽车，同比下滑36%；年内累计销量为7030辆，同比暴跌58%。在中国，5月上海工厂交付量近6.2万辆，同比下降15%。不过，5月交付量环比4月有所提升，第二季度前九周的零售销售同比下降约17%。周度销量则实现近20%的年增幅，部分为市场带来些许信心。Future Fund联合创始人Gary Black评论称，马斯克对特朗普法案的“宣战”可能会危及特斯拉此前最重要的政策红利之一，联邦自动驾驶标准的立法进展。他指出，这一标准若被搁置，将影响特斯拉自动驾驶战略落地。截至周三收盘，特斯拉年内股价已下跌约15%，但过去12个月累计上涨95%。自4月22日公司公布一季度财报以来，受益于马斯克宣布将减少在华盛顿的政治参与、并计划在德州奥斯汀部署无人驾驶出租车业务，特斯拉股价已上涨逾45%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442671251284800,"gmtCreate":1749096815977,"gmtModify":1749096816662,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"\">[开心]&nbsp;</a>‌","listText":"‌<a href=\"\">[开心]&nbsp;</a>‌","text":"‌[开心] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442671251284800","repostId":"2540034562","repostType":2,"repost":{"id":"2540034562","kind":"news","pubTimestamp":1749019749,"share":"https://www.laohu8.com/m/news/2540034562?lang=&edition=full","pubTime":"2025-06-04 14:49","market":"us","language":"zh","title":"福建市监局抽检通报：“小牛”“立马”等4批次电动自行车及电池不合格","url":"https://stock-news.laohu8.com/highlight/detail?id=2540034562","media":"新浪财经","summary":"2023年7月，北京市市场监督管理局在公布的第6批抽查结果中提到，河南立马电动车科技有限公司生产的“立马LIMA”电动车样品检验不合格。2024年第四季度青岛市工业产品抽检中，河北立马车业科技生产的TDT2252Z型立马电动车标识与警示语、整车质量以及充电安全协同等多项指标不合格。","content":"<html><body><article><p>近日，福建省市场监管局通报4批次抽检不合格的电动自行车、电动自行车铅酸蓄电池产品，涉及：标称江苏<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>科技有限公司、天津市神州行电动车有限公司、河北立马车业科技股份有限公司生产的电动自行车；标称江苏伟复能源有限公司生产的石墨烯超级电池（电动助力车用阀控式铅酸蓄电池）。</p><p>通报中显示，标称江苏小牛电动科技有限公司生产的“小牛”品牌一款型号为TDR84Z的电动自行车在整车质量项目上不合格；标称河北立马车业科技股份有限公司生产的“立马（LIMA）”品牌一款型号为TDT2261Z的电动自行车在反射器、照明和鸣号装置项目上不合格。</p><p>据了解，福建此次抽检覆盖了福州、宁德、莆田、厦门、漳州等5个地区23家销售单位抽查23批次产品。</p><p>小牛电动已连续3年亏损</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604145200925d163jt5otb67z6o\"/><p>小牛电动（NIU）是一家成立于2014年的高端智能电动两轮车企业，在行业内有“电动自行车界‘<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>’”之称。公司2018年在纳斯达克上市，创始人李彦等人此前参与创办了<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>等知名互联网企业。</p><p>据财报显示，2024年，小牛电动实现<span>营业收入</span>32.88亿元，同比增长24%；归母净亏损1.93亿元，同比收窄28.93%；毛利率为15.17%，同比下降6.35个百分点。</p><p>拉长时间来看，2020年至2023年，小牛电动实现营业收入24.44亿元、37.05亿元、31.69亿元、26.52亿元，归母<span>净利润</span>分别为1.69亿元、2.26亿元、-4946.29万元、-2.72亿元；毛利率分别为22.88%、21.94%、21.13%、21.52%。</p><p>据此可知，小牛电动已经连续3年亏损，这一业绩下滑与其高端定位和市场扩张计划形成反差。</p><p>立马电动车和雅迪、绿源、新日等品牌同为老牌电动车品牌，但立马并未上市，公司成立于2003年，在摩托车及电动车领域一直处于行业领先地位。</p><p>在品牌影响力方面，行业评估将立马列为十强品牌之一，有数据显示其2024年销量位居行业前六。</p><p>频现合格警示</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604145201479d163cvlf28lgwrn\"/><p>回顾过去，小牛和立马均多次出现在各地市场监管部门的质量抽检不合格名单中。</p><p>其中，北京、温州等地市场监督部门公告显示，小牛多款型号在“充电器与蓄电池防篡改”“电气装置”“整车质量”“尺寸限值”“反射器安装”等项目上存在不同程度的不符合项。</p><p>例如，温州市市场监管部门通报，2023年款小牛TDR60Z车型在抽检中“整车质量”“尺寸限值”和“反射器（安装）”项目均不合格，意味着该车整体重量过大、外形尺寸偏差以及反光装置安装不合格等问题存在安全隐患。</p><p>立马品牌同样多次被点名。2023年7月，北京市市场监督管理局在公布的第6批抽查结果中提到，河南立马电动车科技有限公司生产的“立马LIMA”电动车样品检验不合格。</p><p>2024年第四季度青岛市工业产品抽检中，河北立马车业科技生产的TDT2252Z型立马电动车标识与警示语、整车质量以及充电安全协同等多项指标不合格。</p><p>2024年12月多款立马电动车型号在各地抽检中被查出不合格（如TDT2246Z、TDT2242Z、TDT2240Z、TDT2261Z等，均由河北立马车业科技生产）。</p><p>此外，立马车业曾于2023年底主动对当年12月28日生产的部分TDT6001Z型电动自行车实施召回，召回原因就是“产品质量未达到相关标准”，涉及车辆1304辆。</p><p>责编：张利娟</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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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福建市监局抽检通报：“小牛”“立马”等4批次电动自行车及电池不合格\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060414541697710cec&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，福建省市场监管局通报4批次抽检不合格的电动自行车、电动自行车铅酸蓄电池产品，涉及：标称江苏小牛电动科技有限公司、天津市神州行电动车有限公司、河北立马车业科技股份有限公司生产的电动自行车；标称江苏伟复能源有限公司生产的石墨烯超级电池（电动助力车用阀控式铅酸蓄电池）。通报中显示，标称江苏小牛电动科技有限公司生产的“小牛”品牌一款型号为TDR84Z的电动自行车在整车质量项目上不合格；标称河北立马...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060414541697710cec&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIU":"小牛电动","BK4558":"双十一","BK4555":"新能源车","BK4091":"摩托车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060414541697710cec&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540034562","content_text":"近日，福建省市场监管局通报4批次抽检不合格的电动自行车、电动自行车铅酸蓄电池产品，涉及：标称江苏小牛电动科技有限公司、天津市神州行电动车有限公司、河北立马车业科技股份有限公司生产的电动自行车；标称江苏伟复能源有限公司生产的石墨烯超级电池（电动助力车用阀控式铅酸蓄电池）。通报中显示，标称江苏小牛电动科技有限公司生产的“小牛”品牌一款型号为TDR84Z的电动自行车在整车质量项目上不合格；标称河北立马车业科技股份有限公司生产的“立马（LIMA）”品牌一款型号为TDT2261Z的电动自行车在反射器、照明和鸣号装置项目上不合格。据了解，福建此次抽检覆盖了福州、宁德、莆田、厦门、漳州等5个地区23家销售单位抽查23批次产品。小牛电动已连续3年亏损小牛电动（NIU）是一家成立于2014年的高端智能电动两轮车企业，在行业内有“电动自行车界‘特斯拉’”之称。公司2018年在纳斯达克上市，创始人李彦等人此前参与创办了汽车之家等知名互联网企业。据财报显示，2024年，小牛电动实现营业收入32.88亿元，同比增长24%；归母净亏损1.93亿元，同比收窄28.93%；毛利率为15.17%，同比下降6.35个百分点。拉长时间来看，2020年至2023年，小牛电动实现营业收入24.44亿元、37.05亿元、31.69亿元、26.52亿元，归母净利润分别为1.69亿元、2.26亿元、-4946.29万元、-2.72亿元；毛利率分别为22.88%、21.94%、21.13%、21.52%。据此可知，小牛电动已经连续3年亏损，这一业绩下滑与其高端定位和市场扩张计划形成反差。立马电动车和雅迪、绿源、新日等品牌同为老牌电动车品牌，但立马并未上市，公司成立于2003年，在摩托车及电动车领域一直处于行业领先地位。在品牌影响力方面，行业评估将立马列为十强品牌之一，有数据显示其2024年销量位居行业前六。频现合格警示回顾过去，小牛和立马均多次出现在各地市场监管部门的质量抽检不合格名单中。其中，北京、温州等地市场监督部门公告显示，小牛多款型号在“充电器与蓄电池防篡改”“电气装置”“整车质量”“尺寸限值”“反射器安装”等项目上存在不同程度的不符合项。例如，温州市市场监管部门通报，2023年款小牛TDR60Z车型在抽检中“整车质量”“尺寸限值”和“反射器（安装）”项目均不合格，意味着该车整体重量过大、外形尺寸偏差以及反光装置安装不合格等问题存在安全隐患。立马品牌同样多次被点名。2023年7月，北京市市场监督管理局在公布的第6批抽查结果中提到，河南立马电动车科技有限公司生产的“立马LIMA”电动车样品检验不合格。2024年第四季度青岛市工业产品抽检中，河北立马车业科技生产的TDT2252Z型立马电动车标识与警示语、整车质量以及充电安全协同等多项指标不合格。2024年12月多款立马电动车型号在各地抽检中被查出不合格（如TDT2246Z、TDT2242Z、TDT2240Z、TDT2261Z等，均由河北立马车业科技生产）。此外，立马车业曾于2023年底主动对当年12月28日生产的部分TDT6001Z型电动自行车实施召回，召回原因就是“产品质量未达到相关标准”，涉及车辆1304辆。责编：张利娟","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442663543853072,"gmtCreate":1749094879399,"gmtModify":1749094880381,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"呵呵 车子不行了，吹军工拉","listText":"呵呵 车子不行了，吹军工拉","text":"呵呵 车子不行了，吹军工拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442663543853072","repostId":"2541014980","repostType":2,"repost":{"id":"2541014980","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1749094357,"share":"https://www.laohu8.com/m/news/2541014980?lang=&edition=full","pubTime":"2025-06-05 11:32","market":"us","language":"zh","title":"大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541014980","media":"华尔街见闻","summary":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。","content":"<html><head></head><body><blockquote><p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</p></blockquote><p style=\"text-align: justify;\">在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。</p><p style=\"text-align: justify;\">摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。</p><p style=\"text-align: justify;\">大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。</p><p style=\"text-align: justify;\">对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。</p><p style=\"text-align: justify;\"><strong>大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</strong></p><h2 id=\"id_3166444322\">乌克兰无人机攻击揭示战争新范式</h2><p style=\"text-align: justify;\">上周末，乌克兰发起了代号&#34;蜘蛛网行动&#34;的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。</p><p style=\"text-align: justify;\">大摩报告指出，当前AI和自动化技术正在改变战争规则：<strong>传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。</strong></p><p style=\"text-align: justify;\">根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。</p><p style=\"text-align: justify;\">主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。</p><p style=\"text-align: justify;\">大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。</p><h2 id=\"id_3453767431\">特斯拉的核心竞争优势</h2><p style=\"text-align: justify;\">在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。</p><blockquote><p style=\"text-align: justify;\">“无人机才是未来战场的主宰，而不是有人驾驶飞机。”</p></blockquote><p style=\"text-align: justify;\">据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：&#34;任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”</p><p style=\"text-align: justify;\">大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：</p><blockquote><p style=\"text-align: justify;\"><strong>技术转移能力</strong>：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。</p><p style=\"text-align: justify;\"><strong>Starlink作为低空经济的&#34;连接组织&#34;</strong>：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。</p><p style=\"text-align: justify;\"><strong>自动驾驶技术转化</strong>：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbce33c8c3a55b3e6a1959e299df5e6c\" title=\"\" tg-width=\"1404\" tg-height=\"976\"/></p></blockquote><p style=\"text-align: justify;\">摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。</p><p style=\"text-align: justify;\"><strong>根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。</strong></p><p style=\"text-align: justify;\">而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：</p><blockquote><p style=\"text-align: justify;\">特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)</p><p style=\"text-align: justify;\">网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)</p><p style=\"text-align: justify;\">特斯拉移动出行每股90美元</p><p style=\"text-align: justify;\">能源业务每股67美元</p><p style=\"text-align: justify;\">特斯拉作为第三方供应商每股17美元</p></blockquote></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\" 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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大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748493><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748493\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3748493","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541014980","content_text":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。乌克兰无人机攻击揭示战争新范式上周末，乌克兰发起了代号\"蜘蛛网行动\"的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。大摩报告指出，当前AI和自动化技术正在改变战争规则：传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。特斯拉的核心竞争优势在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。“无人机才是未来战场的主宰，而不是有人驾驶飞机。”据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：\"任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：技术转移能力：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。Starlink作为低空经济的\"连接组织\"：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。自动驾驶技术转化：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)特斯拉移动出行每股90美元能源业务每股67美元特斯拉作为第三方供应商每股17美元","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474932182717872","authorId":"3474932182717872","name":"CDMD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3474932182717872","authorIdStr":"3474932182717872"},"content":"债还不上了 来黑特斯拉了","text":"债还不上了 来黑特斯拉了","html":"债还不上了 来黑特斯拉了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442408034492496,"gmtCreate":1749032403062,"gmtModify":1749032404488,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"ARM厉害了","listText":"ARM厉害了","text":"ARM厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442408034492496","repostId":"2540031937","repostType":2,"repost":{"id":"2540031937","kind":"news","pubTimestamp":1749010581,"share":"https://www.laohu8.com/m/news/2540031937?lang=&edition=full","pubTime":"2025-06-04 12:16","market":"us","language":"zh","title":"传英伟达将推出Arm架构AI PC处理器，Alienware或将首发搭载","url":"https://stock-news.laohu8.com/highlight/detail?id=2540031937","media":"芯智讯","summary":"6月3日消息，据 The verge 报道，英伟达 将于今年底或2026年初推出自研的基于Arm架构的AI PC处理器，届时将会与戴尔旗下电竞品牌Alienware 合作推出首款基于该处理器的游戏本，以取代X86处理器。报道称，这款Arm架构的AI PC芯片是英伟达开发的一款APU，其整合了Arm架构CPU和英伟达的 Blackwell GPU 构架，有望为游戏与AI 运算提供强大性能。","content":"<html><body><p>6月3日消息，据 The verge 报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVIDIA）将于今年底或2026年初推出自研的基于Arm架构的AI PC处理器，届时将会与<a href=\"https://laohu8.com/S/DELL\">戴尔</a>（Dell）旗下电竞品牌Alienware 合作推出首款基于该处理器的游戏本，以取代X86处理器。</p><p>报道称，这款Arm架构的AI PC芯片是英伟达开发的一款APU，其整合了Arm架构CPU和英伟达的 Blackwell GPU 构架，有望为游戏与AI 运算提供强大性能。不过，这款处理器当中的Arm CPU也有可能是由联发科与英伟达合作开发的。</p><p><img src=\"https://x0.ifengimg.com/res/2025/743E4E1FA8C5888B0252AAF82797C690A195FF11_size37_w680_h510.jpg\"/></p><p>△NVIDIA GB10 Grace Blackwell</p><p>此前，英伟达推出的个人AI 超级电脑“Project DIGITS”（DGX Spark ）所搭载的GB10 Grace Blackwell超级芯片，其中的Grace CPU（拥有20个基于Arm架构建构的性能核心）正是由英伟达与联发科联合设计的，同时还整合了英伟达的Blackwell GPU。</p><p>目前市面上主流的笔记本电脑大多仍搭载<a href=\"https://laohu8.com/S/INTC\">英特尔</a>或AMD的X86 CPU，若推出采用Arm CPU与Blackwell GPU整合的处理器，则可能将对Windows on Arm 平台的游戏体验带来重大提升。相比之下，由于<a href=\"https://laohu8.com/S/QCOM\">高通</a>Snapdragon X 芯片必须使用<a href=\"https://laohu8.com/S/MSFT\">微软</a>Prism 软件模拟执行游戏，因此目前其GPU 的游戏兼容性与性能仍有限。</p><p>英伟达CEO黄仁勋于今年1月在投资人简报中提及，英伟达已计划将Arm 构架处理器应用于个人AI 超级电脑“Digits”。戴尔CEO Michael Dell 也在2024年一场访谈中提到，明年再来问是否推出搭载英伟达芯片的AI PC，也进一步暗示双方可能的合作计划。</p><p>与此同时，知名YouTuber “Moore’s Law is Dead”近期也曝光一张疑似为英伟达APU 泄漏的图片，称该芯片的功耗可能介于80W 到120W 之间。</p><p>除了英伟达之外，其他公司也正试图打破高通在Arm PC 领域的主导地位，比如联发科似乎也在自主研发基于Arm 构架的AI PC 芯片，AMD 近期也被爆料正在替Microsoft Surface 系列笔记本电脑开发Arm处理器。</p><p>编辑：芯智讯-浪客剑</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 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合作推出首款基于该处理器的游戏本，以取代X86处理器。报道称，这款Arm架构的AI PC芯片是英伟达开发的一款APU，其整合了Arm架构CPU和英伟达的 Blackwell GPU 构架，有望为游戏与AI ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8juSkriQoZS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","NVD2.UK":"2X NVIDIA ETP","BK4551":"寇图资本持仓","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","NVD3.UK":"LS 3X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","NVDS.UK":"LS -1X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY 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PC芯片是英伟达开发的一款APU，其整合了Arm架构CPU和英伟达的 Blackwell GPU 构架，有望为游戏与AI 运算提供强大性能。不过，这款处理器当中的Arm CPU也有可能是由联发科与英伟达合作开发的。△NVIDIA GB10 Grace Blackwell此前，英伟达推出的个人AI 超级电脑“Project DIGITS”（DGX Spark ）所搭载的GB10 Grace Blackwell超级芯片，其中的Grace CPU（拥有20个基于Arm架构建构的性能核心）正是由英伟达与联发科联合设计的，同时还整合了英伟达的Blackwell GPU。目前市面上主流的笔记本电脑大多仍搭载英特尔或AMD的X86 CPU，若推出采用Arm CPU与Blackwell GPU整合的处理器，则可能将对Windows on Arm 平台的游戏体验带来重大提升。相比之下，由于高通Snapdragon X 芯片必须使用微软Prism 软件模拟执行游戏，因此目前其GPU 的游戏兼容性与性能仍有限。英伟达CEO黄仁勋于今年1月在投资人简报中提及，英伟达已计划将Arm 构架处理器应用于个人AI 超级电脑“Digits”。戴尔CEO Michael Dell 也在2024年一场访谈中提到，明年再来问是否推出搭载英伟达芯片的AI PC，也进一步暗示双方可能的合作计划。与此同时，知名YouTuber “Moore’s Law is Dead”近期也曝光一张疑似为英伟达APU 泄漏的图片，称该芯片的功耗可能介于80W 到120W 之间。除了英伟达之外，其他公司也正试图打破高通在Arm PC 领域的主导地位，比如联发科似乎也在自主研发基于Arm 构架的AI PC 芯片，AMD 近期也被爆料正在替Microsoft Surface 系列笔记本电脑开发Arm处理器。编辑：芯智讯-浪客剑","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442229835989544,"gmtCreate":1748988932761,"gmtModify":1748988934568,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"其实就是减持出货了，消息都是人为的","listText":"其实就是减持出货了，消息都是人为的","text":"其实就是减持出货了，消息都是人为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442229835989544","repostId":"1172295994","repostType":2,"repost":{"id":"1172295994","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1748965123,"share":"https://www.laohu8.com/m/news/1172295994?lang=&edition=full","pubTime":"2025-06-03 23:38","market":"us","language":"zh","title":"小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=1172295994","media":"异动解读","summary":"投资者对短期盈利前景持谨慎态度。","content":"<html><head></head><body><p>周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd020b6fc2674eb45643ea433328bf0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业&#34;电动化到智能化&#34;的转型升级。</p><p>尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。</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 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class=\"h-time\">2025-06-03 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd020b6fc2674eb45643ea433328bf0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业&#34;电动化到智能化&#34;的转型升级。</p><p>尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22c00af0e1002053b71cbcec624e5350","relate_stocks":{"PONY":"小马智行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172295994","content_text":"周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业\"电动化到智能化\"的转型升级。尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442117247721936,"gmtCreate":1748961441139,"gmtModify":1748961442329,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a 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日落西山了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442117247721936","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442108548763968,"gmtCreate":1748958859010,"gmtModify":1748958861430,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"有啥用，机构天天压着盘面","listText":"有啥用，机构天天压着盘面","text":"有啥用，机构天天压着盘面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442108548763968","repostId":"2540963717","repostType":2,"repost":{"id":"2540963717","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1748872318,"share":"https://www.laohu8.com/m/news/2540963717?lang=&edition=full","pubTime":"2025-06-02 21:51","market":"fut","language":"zh","title":"赛道Hyper | 媲美CoWoS：英特尔突破先进封装技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2540963717","media":"华尔街见闻","summary":"EMIB-T，英特尔代工对标台积电的底气。","content":"<html><body><p>作者：周源/华尔街见闻</p>\n<p>自新CEO陈立武上任以来，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>基本盘看来日益稳固，而新技术也进展颇大。</p>\n<p>最近，英特尔在电子元件技术大会（ECTC）上披露了多项芯片封装技术突破，尤其是EMIB-T，用于提升芯片封装尺寸和供电能力，以支持HBM4/4e等新技术。</p>\n<p>此外还包括新分散式散热器设计和新的热键合技术，可提高可靠性和良率，并支持更精细的芯片间连接。</p>\n<p>EMIB-T（Embedded Multi-die Interconnect Bridge with TSV）：是嵌入式多芯片互连桥接封装技术的重大升级版本，专为高性能计算和异构集成设计。</p>\n<p>EMIB-T的技术升级主要集中在三个方面：引入TSV垂直互连、集成高功率MIM电容器和跃升封装尺寸与集成密度。</p>\n<p>首先，在传统EMIB的硅桥结构中嵌入硅通孔（TSV），实现了多芯片间的垂直信号传输。</p>\n<p>与传统EMIB的悬臂式供电路径相比，TSV从封装底部直接供电，将电源传输电阻降低30%以上，显著减少了电压降和信号噪声。</p>\n<p>这项设计使其能稳定支持HBM4和HBM4e等高带宽内存的供电需求，同时兼容UCIe-A互连技术，数据传输速率可达32 Gb/s+。</p>\n<p>其次，为应对高速信号传输中的电磁干扰问题，EMIB-T在桥接器内部集成了高密度金属-绝缘体-金属（MIM）电容器，可有效抑制电源噪声，确保信号完整性。</p>\n<p>这一创新使EMIB-T在复杂异构系统中保持稳定的通信性能，尤其适用于AI加速器和数据中心处理器等对信号质量要求极高的场景。</p>\n<p>第三，EMIB-T支持最大120x180毫米的封装尺寸，单个封装可集成超过38个桥接器和12个矩形裸片（die），凸块间距已实现45微米，未来计划进一步缩小至35微米甚至25微米。</p>\n<p>这种高密度集成能力为Chiplet设计提供了更灵活的架构，比如在单个封装中整合CPU、GPU、HBM内存和AI加速模块，显著提升系统级性能。</p>\n<p>这项新技术将为英特尔代工厂拥有。</p>\n<p>英特尔代工厂旨在利用尖端工艺节点技术，为英特尔内部和外部公司生产芯片。</p>\n<p>现代处理器越来越多地采用复杂的异构设计，将多种类型的计算和内存组件集成到单个芯片封装中，从而提升性能、成本和能效。</p>\n<p>这些芯片设计依赖于日益复杂的先进封装技术，而这些技术是异构设计的基石。</p>\n<p>因此，为了与<a href=\"https://laohu8.com/S/TSM\">台积电</a>等竞争对手保持同步，英特尔必须持续推进全新芯片技术的研发进程。</p>\n<p>英特尔的这项EMIB-T技术，最初曾在5月英特尔的Direct Connect发布，它将硅通孔（TSV）融入已广泛使用的EMIB技术——一种嵌入封装基板的硅桥，可在芯片/裸片之间提供通信和电源管道。 </p>\n<p>EMIB-T延续了传统EMIB的2.5D封装优势（如灵活的芯片布局），同时通过TSV向3D封装（如Foveros）靠拢。</p>\n<p>TSV的垂直互连路径比传统封装走线缩短50%+，不仅提升了数据传输速率（带宽提升约 20%），还降低了通信延迟（延迟减少约15%）。</p>\n<p>这种混合架构使EMIB-T能在更大芯片尺寸下实现高密度集成，为未来异构计算平台提供关键支撑。</p>\n<p>同时，使用TSV也提升了芯片间的通信带宽，从而能集成高速HBM4/4e内存封装，而使用UCIe-A互连技术，将数据传输速率也提升至32 Gb/s+。</p>\n<p>EMIB-T支持有机基板和玻璃基板，后者凭借更高的平整度和热稳定性，可实现更精细的互连（如25微米凸块间距）和更高效的信号传输，这是英特尔未来封装战略的重点方向。</p>\n<p>为配合英特尔同期推出的分解式散热器技术，EMIB-T可将热界面材料（<a href=\"https://laohu8.com/S/TIMB\">TIM</a>）的焊料空隙减少25%，并支持集成微通道的散热器，适用于热设计功耗（TDP）高达1000W的芯片封装，解决了高性能计算中的散热难题。</p>\n<p>这表明，英特尔正在从多个角度解决芯片散热问题。 </p>\n<p>新型热压粘合工艺通过最小化热差，提升了大型封装基板的制造良率和可靠性，进一步增强了EMIB-T的工业化部署能力。</p>\n<p>EMIB-T的核心目标是满足HBM4内存和UCIe互连需求，这使其成为AI加速器、数据中心处理器和超算芯片的理想封装方案。</p>\n<p>通过TSV供电和MIM电容器的协同作用，EMIB-T可稳定支持HBM4的3.2 TB/s带宽，为大模型训练和推理提供高效的内存访问能力。</p>\n<p>随着半导体行业向Chiplet设计转型，EMIB-T为多来源芯片（如英特尔CPU、第三方GPU和内存）的集成提供了统一封装平台。</p>\n<p>这不仅降低了客户的研发风险，还通过高密度互连和低功耗设计提升了系统级能效比。目前，AWS、<a href=\"https://laohu8.com/S/CSCO\">思科</a>等企业已与英特尔合作，将EMIB-T应用于下一代服务器和网络设备。</p>\n<p>EMIB-T的推出，标志着英特尔在先进封装领域的技术追赶努力。</p>\n<p>与台积电的CoWoS相比，EMIB-T在电源完整性和信号稳定性维度更具优势，而Foveros-R和Foveros-B等衍生技术（如采用重布线层和桥片的封装）则进一步拓展了其应用场景。</p>\n<p>此外，西门子EDA已推出基于TSV的EMIB-T参考流程，从热分析到信号完整性构建了完整的工具链，加速了该技术的商业化落地。</p>\n<p>陈立武的努力，不止于推进英特尔的新封装技术努力层面，也以更具有“诚意”的开放策略——为完全不使用任何英特尔制造组件的芯片提供封装服务——有助于英特尔芯片制造服务与潜在的新客户建立关系。</p>\n<p>英特尔计划在2025年下半年实现EMIB-T封装的量产，并逐步将凸块间距从45微米缩小至25微米，以支持更高密度的芯片集成。</p>\n<p>随着玻璃基板技术的成熟，EMIB-T有望在2028年实现单个封装集成超过24颗HBM，进一步推动内存带宽的突破。</p>\n<p>这一技术不仅是英特尔代工厂战略的重要组成部分，也将对全球半导体封装技术的发展方向产生深远影响。</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>赛道Hyper | 媲美CoWoS：英特尔突破先进封装技术</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赛道Hyper | 媲美CoWoS：英特尔突破先进封装技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-02 21:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748291><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周源/华尔街见闻\n自新CEO陈立武上任以来，英特尔基本盘看来日益稳固，而新技术也进展颇大。\n最近，英特尔在电子元件技术大会（ECTC）上披露了多项芯片封装技术突破，尤其是EMIB-T，用于提升芯片封装尺寸和供电能力，以支持HBM4/4e等新技术。\n此外还包括新分散式散热器设计和新的热键合技术，可提高可靠性和良率，并支持更精细的芯片间连接。\nEMIB-T（Embedded Multi-die ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748291\">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://wallstreetcn.com/articles/3748291","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540963717","content_text":"作者：周源/华尔街见闻\n自新CEO陈立武上任以来，英特尔基本盘看来日益稳固，而新技术也进展颇大。\n最近，英特尔在电子元件技术大会（ECTC）上披露了多项芯片封装技术突破，尤其是EMIB-T，用于提升芯片封装尺寸和供电能力，以支持HBM4/4e等新技术。\n此外还包括新分散式散热器设计和新的热键合技术，可提高可靠性和良率，并支持更精细的芯片间连接。\nEMIB-T（Embedded Multi-die Interconnect Bridge with TSV）：是嵌入式多芯片互连桥接封装技术的重大升级版本，专为高性能计算和异构集成设计。\nEMIB-T的技术升级主要集中在三个方面：引入TSV垂直互连、集成高功率MIM电容器和跃升封装尺寸与集成密度。\n首先，在传统EMIB的硅桥结构中嵌入硅通孔（TSV），实现了多芯片间的垂直信号传输。\n与传统EMIB的悬臂式供电路径相比，TSV从封装底部直接供电，将电源传输电阻降低30%以上，显著减少了电压降和信号噪声。\n这项设计使其能稳定支持HBM4和HBM4e等高带宽内存的供电需求，同时兼容UCIe-A互连技术，数据传输速率可达32 Gb/s+。\n其次，为应对高速信号传输中的电磁干扰问题，EMIB-T在桥接器内部集成了高密度金属-绝缘体-金属（MIM）电容器，可有效抑制电源噪声，确保信号完整性。\n这一创新使EMIB-T在复杂异构系统中保持稳定的通信性能，尤其适用于AI加速器和数据中心处理器等对信号质量要求极高的场景。\n第三，EMIB-T支持最大120x180毫米的封装尺寸，单个封装可集成超过38个桥接器和12个矩形裸片（die），凸块间距已实现45微米，未来计划进一步缩小至35微米甚至25微米。\n这种高密度集成能力为Chiplet设计提供了更灵活的架构，比如在单个封装中整合CPU、GPU、HBM内存和AI加速模块，显著提升系统级性能。\n这项新技术将为英特尔代工厂拥有。\n英特尔代工厂旨在利用尖端工艺节点技术，为英特尔内部和外部公司生产芯片。\n现代处理器越来越多地采用复杂的异构设计，将多种类型的计算和内存组件集成到单个芯片封装中，从而提升性能、成本和能效。\n这些芯片设计依赖于日益复杂的先进封装技术，而这些技术是异构设计的基石。\n因此，为了与台积电等竞争对手保持同步，英特尔必须持续推进全新芯片技术的研发进程。\n英特尔的这项EMIB-T技术，最初曾在5月英特尔的Direct Connect发布，它将硅通孔（TSV）融入已广泛使用的EMIB技术——一种嵌入封装基板的硅桥，可在芯片/裸片之间提供通信和电源管道。 \nEMIB-T延续了传统EMIB的2.5D封装优势（如灵活的芯片布局），同时通过TSV向3D封装（如Foveros）靠拢。\nTSV的垂直互连路径比传统封装走线缩短50%+，不仅提升了数据传输速率（带宽提升约 20%），还降低了通信延迟（延迟减少约15%）。\n这种混合架构使EMIB-T能在更大芯片尺寸下实现高密度集成，为未来异构计算平台提供关键支撑。\n同时，使用TSV也提升了芯片间的通信带宽，从而能集成高速HBM4/4e内存封装，而使用UCIe-A互连技术，将数据传输速率也提升至32 Gb/s+。\nEMIB-T支持有机基板和玻璃基板，后者凭借更高的平整度和热稳定性，可实现更精细的互连（如25微米凸块间距）和更高效的信号传输，这是英特尔未来封装战略的重点方向。\n为配合英特尔同期推出的分解式散热器技术，EMIB-T可将热界面材料（TIM）的焊料空隙减少25%，并支持集成微通道的散热器，适用于热设计功耗（TDP）高达1000W的芯片封装，解决了高性能计算中的散热难题。\n这表明，英特尔正在从多个角度解决芯片散热问题。 \n新型热压粘合工艺通过最小化热差，提升了大型封装基板的制造良率和可靠性，进一步增强了EMIB-T的工业化部署能力。\nEMIB-T的核心目标是满足HBM4内存和UCIe互连需求，这使其成为AI加速器、数据中心处理器和超算芯片的理想封装方案。\n通过TSV供电和MIM电容器的协同作用，EMIB-T可稳定支持HBM4的3.2 TB/s带宽，为大模型训练和推理提供高效的内存访问能力。\n随着半导体行业向Chiplet设计转型，EMIB-T为多来源芯片（如英特尔CPU、第三方GPU和内存）的集成提供了统一封装平台。\n这不仅降低了客户的研发风险，还通过高密度互连和低功耗设计提升了系统级能效比。目前，AWS、思科等企业已与英特尔合作，将EMIB-T应用于下一代服务器和网络设备。\nEMIB-T的推出，标志着英特尔在先进封装领域的技术追赶努力。\n与台积电的CoWoS相比，EMIB-T在电源完整性和信号稳定性维度更具优势，而Foveros-R和Foveros-B等衍生技术（如采用重布线层和桥片的封装）则进一步拓展了其应用场景。\n此外，西门子EDA已推出基于TSV的EMIB-T参考流程，从热分析到信号完整性构建了完整的工具链，加速了该技术的商业化落地。\n陈立武的努力，不止于推进英特尔的新封装技术努力层面，也以更具有“诚意”的开放策略——为完全不使用任何英特尔制造组件的芯片提供封装服务——有助于英特尔芯片制造服务与潜在的新客户建立关系。\n英特尔计划在2025年下半年实现EMIB-T封装的量产，并逐步将凸块间距从45微米缩小至25微米，以支持更高密度的芯片集成。\n随着玻璃基板技术的成熟，EMIB-T有望在2028年实现单个封装集成超过24颗HBM，进一步推动内存带宽的突破。\n这一技术不仅是英特尔代工厂战略的重要组成部分，也将对全球半导体封装技术的发展方向产生深远影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442014927159296,"gmtCreate":1748936075214,"gmtModify":1748936079340,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"其实就是压价格而已罢了，吹牛谁不会。","listText":"其实就是压价格而已罢了，吹牛谁不会。","text":"其实就是压价格而已罢了，吹牛谁不会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442014927159296","repostId":"2540374829","repostType":2,"repost":{"id":"2540374829","kind":"news","pubTimestamp":1748917380,"share":"https://www.laohu8.com/m/news/2540374829?lang=&edition=full","pubTime":"2025-06-03 10:23","market":"us","language":"zh","title":"拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所","url":"https://stock-news.laohu8.com/highlight/detail?id=2540374829","media":"Ofweek光电信息网","summary":"ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。","content":"<html><body><article><p>ASML的2纳米光刻机已有点沉寂的意味，近期<a href=\"https://laohu8.com/S/TSM\">台积电</a>的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的<span>技术优势</span>，以及台积电由此获得的先进工艺标准话语权。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603102954088d163i30v7tbxz6c\"/><p>近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。</p><p>张晓强表示A16工艺采用第二代环绕栅极晶体管（GAA）和全新的标准单元架构，由此实现了性能的进一步提升和降低功耗，业界推测这项技术不过是在当前的2纳米工艺进一步改良的技术，当然无需采用2纳米EUV光刻机。</p><p>至于A14工艺，将采用全新的节点，采用更多创新技术，同样会继续采用现有的第一代EUV光刻机生产，预计在2028年量产，不过台积电方面保证A14工艺的晶体管密度可以进一步提升20%，在相同功耗下可以提升最多15%的性能，或是在相同频率下降低25%至30%的功耗。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member2576/202506/02232652110994.jpg\"/><p>从这些说法中可以看出台积电的自信，那就是台积电可以确保即使继续采用现有的第一代EUV光刻机，台积电也能持续将2纳米之后的两代工艺提升15%的性能或是降低超过两成的功耗，而只要能达到这样的提升，它说那是多少纳米工艺，那就是多少纳米的工艺。</p><p>台积电有如此自信，在于两大竞争对手<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和Intel都已无法跟上它的脚步，三星从3纳米起就已在晶体管密度、工艺良率方面跟不上趟了，导致<a href=\"https://laohu8.com/S/QCOM\">高通</a>出走，至今未知三星的3纳米工艺客户到底是谁，还传出三星大幅降低先进工艺产能。</p><p>至于Intel，虽然Intel说A18工艺发展顺利，而Intel也是当下确定的是Intel 4工艺量产，预计今年底实现A18工艺量产，然而Intel的新任CEO陈立武在今年3月份才上任，千头万绪之下他是否真的能确保Intel A18工艺能如期量产？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603103016025d163hw787vz3jbs\"/><p>Intel的上一任CEO基辛格当年上任的时候曾雄心勃勃，推进X86架构研发，以反超AMD；推进芯片工艺研发，反超台积电，再执全球芯片工艺牛耳；借着在先进工艺方面的突破，拉拢美国芯片下单，发展代工业务，而美国芯片为台积电贡献七成收入。</p><p>如果Intel真能实现它的目标，那么Intel是真的能改变很多事情，而且当时美国也全力支持它，给它提供了百亿美元援助，结果数年过去Intel的芯片工艺进展缓慢，芯片代工业务巨亏超百亿美元，AMD在桌面PC市场超越Intel，在服务器芯片市场首次被AMD夺走接近两成分额，基辛格被迫黯然退休。</p><p>如今陈立武刚刚上任，尚未完全理清这些头绪，继续延续基辛格的策略能否顺利推进芯片工艺研发必然存在许多变数，台积电作为行业领导者，恐怕更是深知Intel的技术进展细节，如今台积电如此信心满满可能正是认识到Intel在芯片工艺研发方面未必能如期推进才如此表态。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member2576/202506/02232653917340.jpg\"/><p>如此情况下，全球芯片企业没得选择，只有台积电能提供更先进的工艺，掌握着绝对的技术话语权，台积电当然可以说它的先进工艺是A16那就是A16，是A14那就是A14，它当然不愿花大价钱采购昂贵的2纳米EUV光刻机。</p><p>ASML则无可奈何，毕竟可以预见的采购2纳米EUV光刻机的其实就只有台积电、三星和Intel三大客户，Intel已采购了6台，台积电如今没有竞争压力不愿采购，ASML生产的2纳米EUV光刻机就只能继续蒙尘，等着5年后台积电计划采购了才能促使三者竞争大量销售了。</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 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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拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","ASML":"阿斯麦","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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4工艺量产，预计今年底实现A18工艺量产，然而Intel的新任CEO陈立武在今年3月份才上任，千头万绪之下他是否真的能确保Intel A18工艺能如期量产？Intel的上一任CEO基辛格当年上任的时候曾雄心勃勃，推进X86架构研发，以反超AMD；推进芯片工艺研发，反超台积电，再执全球芯片工艺牛耳；借着在先进工艺方面的突破，拉拢美国芯片下单，发展代工业务，而美国芯片为台积电贡献七成收入。如果Intel真能实现它的目标，那么Intel是真的能改变很多事情，而且当时美国也全力支持它，给它提供了百亿美元援助，结果数年过去Intel的芯片工艺进展缓慢，芯片代工业务巨亏超百亿美元，AMD在桌面PC市场超越Intel，在服务器芯片市场首次被AMD夺走接近两成分额，基辛格被迫黯然退休。如今陈立武刚刚上任，尚未完全理清这些头绪，继续延续基辛格的策略能否顺利推进芯片工艺研发必然存在许多变数，台积电作为行业领导者，恐怕更是深知Intel的技术进展细节，如今台积电如此信心满满可能正是认识到Intel在芯片工艺研发方面未必能如期推进才如此表态。如此情况下，全球芯片企业没得选择，只有台积电能提供更先进的工艺，掌握着绝对的技术话语权，台积电当然可以说它的先进工艺是A16那就是A16，是A14那就是A14，它当然不愿花大价钱采购昂贵的2纳米EUV光刻机。ASML则无可奈何，毕竟可以预见的采购2纳米EUV光刻机的其实就只有台积电、三星和Intel三大客户，Intel已采购了6台，台积电如今没有竞争压力不愿采购，ASML生产的2纳米EUV光刻机就只能继续蒙尘，等着5年后台积电计划采购了才能促使三者竞争大量销售了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441875717120152,"gmtCreate":1748918424889,"gmtModify":1748918426532,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"现在车企都开始自我营销了，悲哀","listText":"现在车企都开始自我营销了，悲哀","text":"现在车企都开始自我营销了，悲哀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441875717120152","repostId":"2540761029","repostType":2,"repost":{"id":"2540761029","kind":"news","pubTimestamp":1748858160,"share":"https://www.laohu8.com/m/news/2540761029?lang=&edition=full","pubTime":"2025-06-02 17:56","market":"hk","language":"zh","title":"李斌回应蔚来车主高速睡着：辅助驾驶不是自动驾驶，返工路上注意安全","url":"https://stock-news.laohu8.com/highlight/detail?id=2540761029","media":"新浪科技","summary":"新浪科技讯 6月2日下午消息，在社交媒体上，有蔚来车主分享他在6月1日，凌晨12点，开车睡着了，靠车辆自主靠边停车，挽救自己的故事。　　李斌还强调，“辅助驾驶不是自动驾驶，明天要上班了，很多朋友今天可能都在自驾返工的路上，大家一定要安全驾驶，困了累了就歇一歇。”","content":"<html><body><div>\n<p>　　新浪科技讯 6月2日下午消息，在社交媒体上，有<a href=\"https://laohu8.com/S/NIO\">蔚来</a>车主分享他在6月1日，凌晨12点，开车睡着了，靠车辆自主靠边停车，挽救自己的故事。</p>\n<p>　　据其视频透露，当时该车辆在高速公路上行驶，下雨天气，110km/h时速，但车主睡着了，在<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>驾享模式下，触发了自动紧急靠边停车，并通过SOS电话方式唤醒了车主。</p>\n<p>　　对此，蔚来创始人李斌转发该视频并表示，“大家千万要注意驾驶安全。‘蔚来世界模型 NWM’量产了‘紧急自主靠边停车’功能，在高速公路或城市快速路，当辅助驾驶系统监测到驾驶员无意识后，会逐步缓慢减速，并将车辆变道至最右侧紧急停车带，开启双闪警示灯、SOS紧急救援主动介入。”</p>\n<p>　　李斌还强调，“辅助驾驶不是自动驾驶，明天要上班了，很多朋友今天可能都在自驾返工的路上，大家一定要安全驾驶，困了累了就歇一歇。”（闫妍）</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/703/w550h953/20250602/da52-827fad0a5af46559e8215d0e068e8128.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王其霖 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李斌回应蔚来车主高速睡着：辅助驾驶不是自动驾驶，返工路上注意安全</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李斌回应蔚来车主高速睡着：辅助驾驶不是自动驾驶，返工路上注意安全\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-02 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2025-06-02/doc-ineysqxz4384078.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 6月2日下午消息，在社交媒体上，有蔚来车主分享他在6月1日，凌晨12点，开车睡着了，靠车辆自主靠边停车，挽救自己的故事。\n　　据其视频透露，当时该车辆在高速公路上行驶，下雨天气，110km/h时速，但车主睡着了，在蔚来驾享模式下，触发了自动紧急靠边停车，并通过SOS电话方式唤醒了车主。\n　　对此，蔚来创始人李斌转发该视频并表示，“大家千万要注意驾驶安全。‘蔚来世界模型 NWM’量产了‘...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2025-06-02/doc-ineysqxz4384078.shtml\">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://finance.sina.com.cn/tech/shenji/2025-06-02/doc-ineysqxz4384078.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2540761029","content_text":"新浪科技讯 6月2日下午消息，在社交媒体上，有蔚来车主分享他在6月1日，凌晨12点，开车睡着了，靠车辆自主靠边停车，挽救自己的故事。\n　　据其视频透露，当时该车辆在高速公路上行驶，下雨天气，110km/h时速，但车主睡着了，在蔚来驾享模式下，触发了自动紧急靠边停车，并通过SOS电话方式唤醒了车主。\n　　对此，蔚来创始人李斌转发该视频并表示，“大家千万要注意驾驶安全。‘蔚来世界模型 NWM’量产了‘紧急自主靠边停车’功能，在高速公路或城市快速路，当辅助驾驶系统监测到驾驶员无意识后，会逐步缓慢减速，并将车辆变道至最右侧紧急停车带，开启双闪警示灯、SOS紧急救援主动介入。”\n　　李斌还强调，“辅助驾驶不是自动驾驶，明天要上班了，很多朋友今天可能都在自驾返工的路上，大家一定要安全驾驶，困了累了就歇一歇。”（闫妍）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441675671712312,"gmtCreate":1748869830394,"gmtModify":1748870717490,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌确实垃圾啊，这么多利好，水花都没有","listText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌确实垃圾啊，这么多利好，水花都没有","text":"‌$英特尔(INTC)$ ‌确实垃圾啊，这么多利好，水花都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441675671712312","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442965665038648,"gmtCreate":1749168249236,"gmtModify":1749168250298,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 玩球，多方爆仓了？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 玩球，多方爆仓了？","text":"$特斯拉(TSLA)$ 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和arm比差远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/443187109355760","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198937802452680","authorId":"4198937802452680","name":"半尘","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198937802452680","authorIdStr":"4198937802452680"},"content":"你敢相信这鸟毛公司关门倒闭，再变卖资产，把钱返还给股东，大家还都能赚钱","text":"你敢相信这鸟毛公司关门倒闭，再变卖资产，把钱返还给股东，大家还都能赚钱","html":"你敢相信这鸟毛公司关门倒闭，再变卖资产，把钱返还给股东，大家还都能赚钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442663543853072,"gmtCreate":1749094879399,"gmtModify":1749094880381,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"呵呵 车子不行了，吹军工拉","listText":"呵呵 车子不行了，吹军工拉","text":"呵呵 车子不行了，吹军工拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442663543853072","repostId":"2541014980","repostType":2,"repost":{"id":"2541014980","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1749094357,"share":"https://www.laohu8.com/m/news/2541014980?lang=&edition=full","pubTime":"2025-06-05 11:32","market":"us","language":"zh","title":"大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541014980","media":"华尔街见闻","summary":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。","content":"<html><head></head><body><blockquote><p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</p></blockquote><p style=\"text-align: justify;\">在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。</p><p style=\"text-align: justify;\">摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。</p><p style=\"text-align: justify;\">大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。</p><p style=\"text-align: justify;\">对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。</p><p style=\"text-align: justify;\"><strong>大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。</strong></p><h2 id=\"id_3166444322\">乌克兰无人机攻击揭示战争新范式</h2><p style=\"text-align: justify;\">上周末，乌克兰发起了代号&#34;蜘蛛网行动&#34;的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。</p><p style=\"text-align: justify;\">大摩报告指出，当前AI和自动化技术正在改变战争规则：<strong>传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。</strong></p><p style=\"text-align: justify;\">根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。</p><p style=\"text-align: justify;\">主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。</p><p style=\"text-align: justify;\">大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。</p><h2 id=\"id_3453767431\">特斯拉的核心竞争优势</h2><p style=\"text-align: justify;\">在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。</p><blockquote><p style=\"text-align: justify;\">“无人机才是未来战场的主宰，而不是有人驾驶飞机。”</p></blockquote><p style=\"text-align: justify;\">据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：&#34;任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”</p><p style=\"text-align: justify;\">大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：</p><blockquote><p style=\"text-align: justify;\"><strong>技术转移能力</strong>：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。</p><p style=\"text-align: justify;\"><strong>Starlink作为低空经济的&#34;连接组织&#34;</strong>：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。</p><p style=\"text-align: justify;\"><strong>自动驾驶技术转化</strong>：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbce33c8c3a55b3e6a1959e299df5e6c\" title=\"\" tg-width=\"1404\" tg-height=\"976\"/></p></blockquote><p style=\"text-align: justify;\">摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。</p><p style=\"text-align: justify;\"><strong>根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。</strong></p><p style=\"text-align: justify;\">而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：</p><blockquote><p style=\"text-align: justify;\">特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)</p><p style=\"text-align: justify;\">网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)</p><p style=\"text-align: justify;\">特斯拉移动出行每股90美元</p><p style=\"text-align: justify;\">能源业务每股67美元</p><p style=\"text-align: justify;\">特斯拉作为第三方供应商每股17美元</p></blockquote></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\" 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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大摩开讲特斯拉“新故事”：披着消费品外衣的军工公司？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748493><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748493\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3748493","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541014980","content_text":"大摩认为，特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在无人机领域占据竞争优势——无论是商用还是军用。大摩预计，特斯拉进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。在乌克兰最近对俄罗斯发动大规模无人机攻击背景下，大摩分析师指出，特斯拉具备转型为国防科技公司的潜力和技术基础。摩根士丹利报告预测，无人机和电动垂直起降飞行器(eVTOL)市场将远超汽车市场规模，预计到2040年达到1万亿美元，2050年扩大至9万亿美元。大摩认为，特斯拉不仅仅是电动汽车公司，其技术和产业布局使其有潜力成为低空经济和国防领域的核心参与者。特斯拉在制造、材料科学、导航自主系统、电机研发和机器人技术领域的核心能力使其在低空经济中占据竞争优势——无论是商用还是军用领域。对投资者而言，这意味着需要重新评估特斯拉的长期价值主张和增长潜力，而不仅仅将其视为汽车制造商。大摩分析师将特斯拉目标价定为410美元，同时指出公司进军航空市场的价值可能为每股100-1000美元，这尚未纳入当前估值。乌克兰无人机攻击揭示战争新范式上周末，乌克兰发起了代号\"蜘蛛网行动\"的无人机袭击，向至少4个俄罗斯空军基地发射了117架无人机，据报道摧毁了数十架俄罗斯高价值战略飞机。这次攻击距离前线超过3,000英里，突显了AI无人机在现代战争中的战略价值。大摩报告指出，当前AI和自动化技术正在改变战争规则：传统技术需要5人操作一架价值3000万美元的无人机，而采用AI技术后，1人可同时操作100架无人机，这种不对称能力可能会使全球传统国防预算重新分配。根据Pitchbook数据，美国风险投资支持的航空航天与国防公司今年已筹集近65亿美元新资本。主要交易包括Saronic(6亿美元，估值40亿美元)、Shield AI(2.4亿美元，估值53亿美元)和True Anomaly(2.6亿美元，估值9.44亿美元)。其他值得注意的无人机私企包括Skydio(2024年11月估值25亿美元)和Zipline(2023年4月估值42亿美元)。大摩预测，城市空中交通市场(Urban Air Mobility)将在2040年达到1万亿美元规模，到2050年扩大至9万亿美元。大摩分析师认为，单个电动垂直起降飞行器(eVTOL)能产生约15辆共享汽车的收入，表明这一市场的经济潜力远超传统汽车行业。特斯拉的核心竞争优势在乌克兰对俄罗斯发动无人机袭击当天，马斯克在社交平台X上对此评论称，无人机正在成为现代战争的关键工具。“无人机才是未来战场的主宰，而不是有人驾驶飞机。”据摩根士丹利，马斯克在特斯拉2025年第一季度财报电话会议上曾表示：\"任何无法自主制造无人机的国家注定会成为能够制造无人机国家的附庸国。而我们不能——美国目前无法自主制造无人机。好好想想这句话。”大摩报告详细分析了特斯拉在航空和无人机领域的竞争优势：技术转移能力：制造、材料科学、导航/自主系统、电动机研发、电池存储、支持基础设施和机器人技术——特斯拉拥有一系列可应用于低空经济的相关技能。Starlink作为低空经济的\"连接组织\"：过去三年乌克兰/俄罗斯局势表明，低延迟、可靠、有弹性/冗余的卫星通信在战场上进行基本到复杂操作的决定性作用。自动驾驶技术转化：如果企业能在公共道路上实现汽车自动化，就能实现一切自动化。自动驾驶汽车科学的任何进步都会加速自主空中无人机的发展(反之亦然)。摩根士丹利基于其全球eVTOL/城市空中交通模型运行了多种情景，分析特斯拉可能的市场份额和EBITDA利润率。根据折现到现值的每股基础计算，分析师得出初步结果显示特斯拉进军航空市场的潜在价值在低端约每股100美元到高端约每股1000美元(甚至更多)。而摩根士丹利当前410美元的目标价并未包含特斯拉参与航空市场的任何估值。该目标价由五个部分组成：特斯拉核心汽车业务每股75美元(基于2030年470万辆产量)网络服务每股160美元(基于2040年65%渗透率和每用户200美元ARPU)特斯拉移动出行每股90美元能源业务每股67美元特斯拉作为第三方供应商每股17美元","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474932182717872","authorId":"3474932182717872","name":"CDMD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3474932182717872","authorIdStr":"3474932182717872"},"content":"债还不上了 来黑特斯拉了","text":"债还不上了 来黑特斯拉了","html":"债还不上了 来黑特斯拉了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442984868122960,"gmtCreate":1749173322856,"gmtModify":1749173323817,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"这个也是个演员 天天秀啊","listText":"这个也是个演员 天天秀啊","text":"这个也是个演员 天天秀啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442984868122960","repostId":"2541000442","repostType":2,"repost":{"id":"2541000442","kind":"live","pubTimestamp":1749172890,"share":"https://www.laohu8.com/m/news/2541000442?lang=&edition=full","pubTime":"2025-06-06 09:21","market":"hk","language":"zh","title":"马斯克表示，我们不会退役“龙”飞船。","url":"https://stock-news.laohu8.com/highlight/detail?id=2541000442","media":"美港电讯","summary":"马斯克表示，我们不会退役“龙”飞船。","content":"<html><body><p>马斯克表示，我们不会退役“龙”飞船。</p></body></html>","source":"live_meigang","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>马斯克表示，我们不会退役“龙”飞船。</title>\n<style 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指数下行了，明天还要大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437555480859192","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438093868290240,"gmtCreate":1747991862534,"gmtModify":1747993362374,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌继续忽悠一些机构骗CN的韭菜接盘，1、电动车是卖不动了，越到后来越卖不动。2、智驾？呵呵。激光雷达是不是要打脸啊。哈哈","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌继续忽悠一些机构骗CN的韭菜接盘，1、电动车是卖不动了，越到后来越卖不动。2、智驾？呵呵。激光雷达是不是要打脸啊。哈哈","text":"‌$特斯拉(TSLA)$ ‌继续忽悠一些机构骗CN的韭菜接盘，1、电动车是卖不动了，越到后来越卖不动。2、智驾？呵呵。激光雷达是不是要打脸啊。哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/438093868290240","isVote":1,"tweetType":1,"viewCount":3059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3499414020530028","authorIdStr":"3499414020530028"},"content":"之前我说了350，现在我说500你自己看吧","text":"之前我说了350，现在我说500你自己看吧","html":"之前我说了350，现在我说500你自己看吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442799974555856,"gmtCreate":1749128478576,"gmtModify":1749128479785,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌ 这么个操作法，估计是金毛要给老马上手段了。。","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌ 这么个操作法，估计是金毛要给老马上手段了。。","text":"‌$特斯拉(TSLA)$ ‌ 这么个操作法，估计是金毛要给老马上手段了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442799974555856","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437817785930064,"gmtCreate":1747924205355,"gmtModify":1747926995183,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌这个就是美股里面的垃圾‌<a href=\"\">[笑哭]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌这个就是美股里面的垃圾‌<a href=\"\">[笑哭]&nbsp;</a>‌","text":"‌$英特尔(INTC)$ ‌这个就是美股里面的垃圾‌[笑哭] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437817785930064","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442014927159296,"gmtCreate":1748936075214,"gmtModify":1748936079340,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"其实就是压价格而已罢了，吹牛谁不会。","listText":"其实就是压价格而已罢了，吹牛谁不会。","text":"其实就是压价格而已罢了，吹牛谁不会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442014927159296","repostId":"2540374829","repostType":2,"repost":{"id":"2540374829","kind":"news","pubTimestamp":1748917380,"share":"https://www.laohu8.com/m/news/2540374829?lang=&edition=full","pubTime":"2025-06-03 10:23","market":"us","language":"zh","title":"拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所","url":"https://stock-news.laohu8.com/highlight/detail?id=2540374829","media":"Ofweek光电信息网","summary":"ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。","content":"<html><body><article><p>ASML的2纳米光刻机已有点沉寂的意味，近期<a href=\"https://laohu8.com/S/TSM\">台积电</a>的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的<span>技术优势</span>，以及台积电由此获得的先进工艺标准话语权。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603102954088d163i30v7tbxz6c\"/><p>近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米EUV光刻机，这对ASML来说绝对是重锤打击。</p><p>张晓强表示A16工艺采用第二代环绕栅极晶体管（GAA）和全新的标准单元架构，由此实现了性能的进一步提升和降低功耗，业界推测这项技术不过是在当前的2纳米工艺进一步改良的技术，当然无需采用2纳米EUV光刻机。</p><p>至于A14工艺，将采用全新的节点，采用更多创新技术，同样会继续采用现有的第一代EUV光刻机生产，预计在2028年量产，不过台积电方面保证A14工艺的晶体管密度可以进一步提升20%，在相同功耗下可以提升最多15%的性能，或是在相同频率下降低25%至30%的功耗。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member2576/202506/02232652110994.jpg\"/><p>从这些说法中可以看出台积电的自信，那就是台积电可以确保即使继续采用现有的第一代EUV光刻机，台积电也能持续将2纳米之后的两代工艺提升15%的性能或是降低超过两成的功耗，而只要能达到这样的提升，它说那是多少纳米工艺，那就是多少纳米的工艺。</p><p>台积电有如此自信，在于两大竞争对手<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和Intel都已无法跟上它的脚步，三星从3纳米起就已在晶体管密度、工艺良率方面跟不上趟了，导致<a href=\"https://laohu8.com/S/QCOM\">高通</a>出走，至今未知三星的3纳米工艺客户到底是谁，还传出三星大幅降低先进工艺产能。</p><p>至于Intel，虽然Intel说A18工艺发展顺利，而Intel也是当下确定的是Intel 4工艺量产，预计今年底实现A18工艺量产，然而Intel的新任CEO陈立武在今年3月份才上任，千头万绪之下他是否真的能确保Intel A18工艺能如期量产？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603103016025d163hw787vz3jbs\"/><p>Intel的上一任CEO基辛格当年上任的时候曾雄心勃勃，推进X86架构研发，以反超AMD；推进芯片工艺研发，反超台积电，再执全球芯片工艺牛耳；借着在先进工艺方面的突破，拉拢美国芯片下单，发展代工业务，而美国芯片为台积电贡献七成收入。</p><p>如果Intel真能实现它的目标，那么Intel是真的能改变很多事情，而且当时美国也全力支持它，给它提供了百亿美元援助，结果数年过去Intel的芯片工艺进展缓慢，芯片代工业务巨亏超百亿美元，AMD在桌面PC市场超越Intel，在服务器芯片市场首次被AMD夺走接近两成分额，基辛格被迫黯然退休。</p><p>如今陈立武刚刚上任，尚未完全理清这些头绪，继续延续基辛格的策略能否顺利推进芯片工艺研发必然存在许多变数，台积电作为行业领导者，恐怕更是深知Intel的技术进展细节，如今台积电如此信心满满可能正是认识到Intel在芯片工艺研发方面未必能如期推进才如此表态。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member2576/202506/02232653917340.jpg\"/><p>如此情况下，全球芯片企业没得选择，只有台积电能提供更先进的工艺，掌握着绝对的技术话语权，台积电当然可以说它的先进工艺是A16那就是A16，是A14那就是A14，它当然不愿花大价钱采购昂贵的2纳米EUV光刻机。</p><p>ASML则无可奈何，毕竟可以预见的采购2纳米EUV光刻机的其实就只有台积电、三星和Intel三大客户，Intel已采购了6台，台积电如今没有竞争压力不愿采购，ASML生产的2纳米EUV光刻机就只能继续蒙尘，等着5年后台积电计划采购了才能促使三者竞争大量销售了。</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>拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所</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{ 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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拥有标准话语权，台积电继续舍弃2纳米光刻机，ASML哭晕在厕所\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML的2纳米光刻机已有点沉寂的意味，近期台积电的说法对ASML来说更是重锤打击，意味着ASML在未来5年时间都很难通过销售2纳米EUV光刻机获得大笔收入，这一切都源自于台积电的技术优势，以及台积电由此获得的先进工艺标准话语权。近日在阿姆斯特丹举行的欧洲技术研讨会上，台积电副首席运营官张晓强透露了台积电在A16、A14工艺上的进展，指出台积电至少到A14工艺都不会采用ASML最先进的2纳米...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603103043950c3e05&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","ASML":"阿斯麦","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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22:10","market":"sh","language":"zh","title":"分析师称特斯拉FSD技术将成最大增长引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2534271246","media":"环球市场播报","summary":"美东时间周一早间，特斯拉股价大涨6.4%，此前该公司的自动驾驶技术正重新获得分析师关注，他们认为这项技术可能在该公司的增长计划中扮演核心角色。　　尽管特斯拉的完全自动驾驶软件仍需要驾驶员监督，但最近的更新已新增了交通信号灯识别和城市街道导航等功能。他表示，特斯拉在自动驾驶领域的未来可能取决于FSD性能的提升程度以及成本控制能力。该机构认为，特斯拉可能在奥斯汀服务推出前，正悄然准备一个更安全的版本。","content":"<html><body><div>\n<p>　　美东时间周一早间，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>股价大涨6.4%，此前该公司的自动驾驶技术正重新获得分析师关注，他们认为这项技术可能在该公司的增长计划中扮演核心角色。</p>\n<p>　　尽管特斯拉的完全自动驾驶（FSD）软件仍需要驾驶员监督，但最近的更新已新增了交通信号灯识别和城市街道导航等功能。该公司计划在今年发布“无需人工监管”的FSD版本，该版本可能为特斯拉即将推出的无人驾驶出租车（robotaxi）服务提供支持。这项服务预计将于6月在得克萨斯州奥斯汀首次亮相。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>分析师马克-德莱尼（Mark Delaney）上周重申对特斯拉的“持有”评级。他表示，特斯拉在自动驾驶领域的未来可能取决于FSD性能的提升程度以及成本控制能力。</p>\n<p>　　Piper Sandler分析师亚历山大-波特（Alexander Potter）维持对特斯拉的“买入”评级，目标价400美元。他认为FSD是这一乐观预期的主要推动力，但也指出，四个月前发布的当前版本仍需要人工干预。该机构认为，特斯拉可能在奥斯汀服务推出前，正悄然准备一个更安全的版本。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>分析师称特斯拉FSD技术将成最大增长引擎</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分析师称特斯拉FSD技术将成最大增长引擎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 22:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-05-12/doc-inewiqhu2712797.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周一早间，特斯拉股价大涨6.4%，此前该公司的自动驾驶技术正重新获得分析师关注，他们认为这项技术可能在该公司的增长计划中扮演核心角色。\n　　尽管特斯拉的完全自动驾驶（FSD）软件仍需要驾驶员监督，但最近的更新已新增了交通信号灯识别和城市街道导航等功能。该公司计划在今年发布“无需人工监管”的FSD版本，该版本可能为特斯拉即将推出的无人驾驶出租车（robotaxi）服务提供支持。这项服务预计将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-12/doc-inewiqhu2712797.shtml\">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","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) 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SF065","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504260094030003","authorId":"3504260094030003","name":"二狗大石","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"3504260094030003","authorIdStr":"3504260094030003"},"content":"那你就去买**好啦 别人做的好不好跟你有什么关系呢？是嫉妒还是心里疾病呢？是按着你手强迫你买特斯拉了？","text":"那你就去买**好啦 别人做的好不好跟你有什么关系呢？是嫉妒还是心里疾病呢？是按着你手强迫你买特斯拉了？","html":"那你就去买**好啦 别人做的好不好跟你有什么关系呢？是嫉妒还是心里疾病呢？是按着你手强迫你买特斯拉了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414461046550696,"gmtCreate":1742224324893,"gmtModify":1742226238977,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a 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说实话太惨了，心疼老马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414461046550696","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523684433163381","authorId":"3523684433163381","name":"特靠普777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523684433163381","authorIdStr":"3523684433163381"},"content":"有福特惨吗，上世纪汽车大王发达了也像马斯克一样参政，结果惨多了","text":"有福特惨吗，上世纪汽车大王发达了也像马斯克一样参政，结果惨多了","html":"有福特惨吗，上世纪汽车大王发达了也像马斯克一样参政，结果惨多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441675671712312,"gmtCreate":1748869830394,"gmtModify":1748870717490,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a 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‌确实垃圾啊，这么多利好，水花都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441675671712312","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440641793581280,"gmtCreate":1748617199797,"gmtModify":1748617200949,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"江南少阁主","avatar":"https://static.tigerbbs.com/7d4eb2f2428859c4db141d6c0f72e14d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"6.4万元～没人买单～","listText":"6.4万元～没人买单～","text":"6.4万元～没人买单～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/440641793581280","repostId":"2539248022","repostType":2,"repost":{"id":"2539248022","kind":"news","pubTimestamp":1748587022,"share":"https://www.laohu8.com/m/news/2539248022?lang=&edition=full","pubTime":"2025-05-30 14:37","market":"us","language":"zh","title":"特斯拉推出智能辅助驾驶权益限时转移活动","url":"https://stock-news.laohu8.com/highlight/detail?id=2539248022","media":"DoNews","summary":"特斯拉近日宣布，将为老车主提供智能辅助驾驶权益的免费转移服务。根据活动规则，凡是在2025年5月30日至6月30日期间下订并提车的Model S、3、X、Y全系车型用户（包括增购及置换），均可将原车的智能辅助驾驶权益转移到新车上。这一举措旨在提升用户体验，鼓励更多车主升级至特斯拉最新车型。值得注意的是，今年3月，特斯拉中国官网对辅助驾驶系统进行了命名调整。“Autopilot自动辅助驾驶套件”更名为“辅助驾驶套件”，而“FSD智能辅助驾驶”则改名为“智能辅助驾驶”，价格仍保持在6.4万元。此次活动进一步凸显了特斯拉对智能驾驶技术的重视与推广力度。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近日宣布，将为老车主提供智能辅助驾驶权益的免费转移服务。根据活动规则，凡是在2025年5月30日至6月30日期间下订并提车的Model S、3、X、Y全系车型用户（包括增购及置换），均可将原车的智能辅助驾驶权益转移到新车上。这一举措旨在提升用户体验，鼓励更多车主升级至特斯拉最新车型。</p><p>值得注意的是，今年3月，特斯拉中国官网对辅助驾驶系统进行了命名调整。“Autopilot自动辅助驾驶套件”更名为“辅助驾驶套件”，而“FSD智能辅助驾驶”则改名为“智能辅助驾驶”，价格仍保持在6.4万元。此次活动进一步凸显了特斯拉对智能驾驶技术的重视与推广力度。</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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505301439209507d832&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉近日宣布，将为老车主提供智能辅助驾驶权益的免费转移服务。根据活动规则，凡是在2025年5月30日至6月30日期间下订并提车的Model S、3、X、Y全系车型用户（包括增购及置换），均可将原车的智能辅助驾驶权益转移到新车上。这一举措旨在提升用户体验，鼓励更多车主升级至特斯拉最新车型。值得注意的是，今年3月，特斯拉中国官网对辅助驾驶系统进行了命名调整。“Autopilot自动辅助驾驶套件”更名...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505301439209507d832&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4099":"汽车制造商","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth 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INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","TSYW.SI":"TESLA 3xLongSG261006","BK4574":"无人驾驶","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4581":"高盛持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505301439209507d832&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539248022","content_text":"特斯拉近日宣布，将为老车主提供智能辅助驾驶权益的免费转移服务。根据活动规则，凡是在2025年5月30日至6月30日期间下订并提车的Model S、3、X、Y全系车型用户（包括增购及置换），均可将原车的智能辅助驾驶权益转移到新车上。这一举措旨在提升用户体验，鼓励更多车主升级至特斯拉最新车型。值得注意的是，今年3月，特斯拉中国官网对辅助驾驶系统进行了命名调整。“Autopilot自动辅助驾驶套件”更名为“辅助驾驶套件”，而“FSD智能辅助驾驶”则改名为“智能辅助驾驶”，价格仍保持在6.4万元。此次活动进一步凸显了特斯拉对智能驾驶技术的重视与推广力度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}