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七风哥哥

七风哥哥

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12:11

又在自嗨了[笑哭] [笑哭] [笑哭]

英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”

11-05 22:49

禁虚无的东西

独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片

11-04 14:11

看来英伟达还得涨，买这么点看跌期权！

“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir

11-04 02:11

又开始自嗨了[笑哭] [笑哭] [笑哭]

英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力

10-31

我们不用国内的脑残AI[喷血] [喷血] [喷血]

8988万！中国电信联手阿里云，拿下AI大单

10-30

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 洗筹码，洗出去好多胆小鬼[得意]

10-28

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 先止盈！在等待机会！

10-25

傻笔博主，在这阴阳怪气的！

特斯拉人形机器人再延期，因为双手只能用六星期

10-24

这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血] [喷血] [喷血]

比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑

10-23

我被畜牧教主马斯克拉黑了[喷血] [喷血]

马斯克“万亿美元”薪酬方案的背后

10-23

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 老黄上次给老马送东西，我怎么感觉有啥事要公布[财迷]

10-20

呵呵！你们是怎么做到说谎脸都不红一下的？

瑞银重磅唱多：全球股市看涨，中国科技股最具潜力

10-18

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 这个每天波动很大，心脏受不了

10-16

还拉升不？拉你二爷那套筒[捂脸]

盘前异动

10-14

$特斯拉(TSLA)$ 又发生了什么？？？又在跌！！！

10-12

200万辆车，有19辆闯了红灯[喷血] [喷血] [喷血]

特斯拉 FSD 系统扛得住 NHTSA 调查吗？一边喊 “部署十万辆”，一边陷违规丑闻！

10-06

一样[财迷]

OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份

10-02

吹你妈的死牛逼

intel+AMD不再独大，国产CPU，已拿下了25%的市场

09-15

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 继续持有，马斯克都买了10亿的特斯拉股票！

07-26

又在放假消息了[喷血]

加州监管机构：特斯拉不被允许在加州提供无人驾驶载客服务

去老虎APP查看更多动态

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16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","BK4587":"ChatGPT概念","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) 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13:04","market":"uk","language":"zh","title":"“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2580420875","media":"Blockbeats","summary":"BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件","content":"<html><body><div><p>BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。</p><p>13F 文件中披露，该基金 80% 仓位为英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 看跌期权，持有的 Palantir 看跌期权名义金额高达 9.12 亿美元（相当于 500 万股），而 <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> 看跌期权名义金额为 1.86 亿美元。</p></div></body></html>","source":"theblockbeats_zh_live","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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公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。13F 文件中披露，该基金 80% 仓位为英伟达和 Palantir 看跌期权，持有的 Palantir 看跌期权名义金额高...</p>\n\n<a href=\"https://www.theblockbeats.info//flash/318996\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","NVDD":"Direxion Daily NVDA Bear 1X Shares","3NVD.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","NVDL":"GraniteShares 2x Long NVDA Daily ETF","PLTR":"Palantir Technologies Inc.","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496312650833952","repostId":"2580276212","repostType":2,"repost":{"id":"2580276212","kind":"news","pubTimestamp":1762182550,"share":"https://www.laohu8.com/m/news/2580276212?lang=&edition=full","pubTime":"2025-11-03 23:09","market":"us","language":"zh","title":"英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2580276212","media":"观点新媒体","summary":"“现在中国已经能够完全依赖自身产业，而非美国技术。”","content":"<html><body><article><p>“现在中国已经能够完全依赖自身产业，而非美国技术。”</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\" 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD2.UK":"2X NVIDIA ETP","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4605":"半导体精选","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","3NVD.UK":"LS 3X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4608":"AI应用概念股","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY 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[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"我们不用国内的脑残AI[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"我们不用国内的脑残AI[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495172380147744","repostId":"2579437222","repostType":2,"repost":{"id":"2579437222","kind":"news","pubTimestamp":1761895356,"share":"https://www.laohu8.com/m/news/2579437222?lang=&edition=full","pubTime":"2025-10-31 15:22","market":"us","language":"zh","title":"8988万！中国电信联手阿里云，拿下AI大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2579437222","media":"智东西","summary":"10月22日，该项目中标候选人公示：第一中标候选人：联合体牵头人：中国电信股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。本月，阿里云还拿下了一个亿级项目。今年，中国电信的中标大单金额更是一路狂飙。8月初，据公开信息统计，中国电信独立中标了11个1000万元以上的项目，总金额约2.45亿元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153459570v2063chr3z3nv5i\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153501594v206umyouxf15yz\"/><p><strong>智慧城市再加码。</strong></p><p><strong>作者 |</strong>王涵</p><p><strong>编辑 |</strong>心缘</p><p>智东西10月31日消息，10月27日，<strong>广元市新型智慧城市建设项目</strong>（一批次）中标结果公示，<strong><a href=\"https://laohu8.com/S/601728\">中国电信</a>四川分公司</strong>牵头，联合<strong>阿里云计算有限公司</strong>一同中标，中标报价为<strong>8988万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153505071v206zwnqpr3s890\"/><p>今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。</p><p>该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务采购进行招标，预算金额为9170.47万元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153506740v206nzxihpumls2\"/><p>10月22日，该项目中标候选人公示：</p><p>第一中标候选人：联合体牵头人：<a href=\"https://laohu8.com/S/00728\">中国电信</a>股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。</p><p>第二中标候选人：四川<a href=\"https://laohu8.com/S/002777\">久远银海</a>软件股份有限公司，投标报价8980.23万元。</p><p>第三中标候选人：重庆知行数联智能科技有限责任公司，投标报价9125万元。</p><p>本月，阿里云还拿下了一个亿级项目。2025年10月24日，中央广播电视总台《央视新闻及其他新媒体平台公有云服务采购项目》发布中标公告，供应商为央视国际网络有限公司，中标报价为<strong>1.089亿元</strong>，供应商将提供<strong>1530台阿里云云服务器</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153507841v206v8xkueabtiq\"/><p>9月，该项目发布招标公告，最高限价为1.094亿元。</p><p>本项目需支持<strong>总台分布全球的记者总站</strong>相关业务，除国内总站外，海外包括<a href=\"https://laohu8.com/S/002540\">亚太</a>、亚欧、欧洲、中东、非洲、北美、南美等7个总站，须在公有云上部署四个节点覆盖以上总站，如北美节点（北美、南美总站），欧洲节点（欧洲、中东、亚欧总站、非洲总站），<a href=\"https://laohu8.com/S/002284\">亚太</a>节点（亚太总站），国内节点（国内总站），四个节点须对总站当地记者提供低延迟接入、链路冗余，并可将海外总站数据汇总至国内总站。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153508383v206ppavozig5wr\"/><p>此外，阿里云在10月中标了多个项目，包括：</p><p>10月11日，阿里云中标了中央广播电视总台2023年工信部5G+8K项目-2024年数据中心私有云扩充（七）新闻新媒体平台云软件扩充采购项目，中标报价为<strong>619.6万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153511437v206osz2mc3vp2y\"/><p>10月30日，阿里云还中标了教育部教育考试院2025年公有云资源采购项目，中标报价为<strong>52.82万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153512035v206cycrflg3w2a\"/><p>今年，中国电信的中标大单金额更是一路狂飙。</p><p>今年上半年，中国电信累计中标总金额达到<strong>334.67亿元</strong>，中标项目数量<strong>24359个</strong>。7月“云数智”项目统计中，中国电信拿下<strong>23个</strong>千万级的项目，<strong>45个</strong>500万元级的项目，总金额<strong>超7亿元</strong>。8月初，据公开信息统计，中国电信独立中标了<strong>11个1000万元以上</strong>的项目，总金额约<strong>2.45亿元</strong>。</p><p>（本文系<a href=\"https://laohu8.com/S/NTES\">网易</a>新闻•<a href=\"https://laohu8.com/S/09999\">网易</a>号特色内容激励计划签约账号【智东西】原创内容，未经账号授权，禁止随意转载。）</p><p><strong>2025中国具身智能机器人大会</strong><strong>预告</strong></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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智慧城市再加码。作者 |王涵编辑 |心缘智东西10月31日消息，10月27日，广元市新型智慧城市建设项目（一批次）中标结果公示，中国电信四川分公司牵头，联合阿里云计算有限公司一同中标，中标报价为8988万元。今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4587":"ChatGPT概念","BK4502":"阿里概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) 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19:33","market":"us","language":"zh","title":"特斯拉人形机器人再延期，因为双手只能用六星期","url":"https://stock-news.laohu8.com/highlight/detail?id=2577513713","media":"格隆汇","summary":"格隆汇10月24日｜据晚点latepost，“老马的信誉分感觉连充电宝都借不出来了。” 一位特斯拉供应链人士说。特斯拉原本计划在今年初确定三代机器人技术方案并开始量产，这家供应商能获得价值数亿美元的订单，为此他们已投入数亿元和数百人研发近三年。马斯克在昨天的三季度电话会上确认，第三代人形机器人 Optimus 的设计定型将推迟到明年一季度。今年 7 月 14 日，马斯克曾在 X 上发帖说，他刚刚离开特斯拉设计工作室，今年年底会有史诗级震撼的演示。两位供应链人士称，特斯拉原本计划在今年 11 月完成第三代 Optimus 的开发工作，并召开发布会。","content":"<html><body><article><p>格隆汇10月24日｜据晚点latepost，“老马的信誉分感觉连充电宝都借不出来了。” 一位<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>供应链人士说。特斯拉原本计划在今年初确定三代机器人技术方案并开始量产，这家供应商能获得价值数亿美元的订单，为此他们已投入数亿元和数百人研发近三年。马斯克在昨天的三季度电话会上确认，第三代人形机器人 Optimus 的设计定型将推迟到明年一季度。今年 7 月 14 日，马斯克曾在 X 上发帖说，他刚刚离开特斯拉设计工作室，今年年底会有史诗级震撼的演示。两位供应链人士称，特斯拉原本计划在今年 11 月完成第三代 Optimus 的开发工作，并召开发布会。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024194725a472ab1d&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月24日｜据晚点latepost，“老马的信誉分感觉连充电宝都借不出来了。” 一位特斯拉供应链人士说。特斯拉原本计划在今年初确定三代机器人技术方案并开始量产，这家供应商能获得价值数亿美元的订单，为此他们已投入数亿元和数百人研发近三年。马斯克在昨天的三季度电话会上确认，第三代人形机器人 Optimus 的设计定型将推迟到明年一季度。今年 7 月 14 日，马斯克曾在 X 上发帖说，他刚刚...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024194725a472ab1d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4527":"明星科技股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH 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的开发工作，并召开发布会。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492560179282352,"gmtCreate":1761274815586,"gmtModify":1761275949827,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492560179282352","repostId":"2577551702","repostType":2,"repost":{"id":"2577551702","kind":"news","pubTimestamp":1761268969,"share":"https://www.laohu8.com/m/news/2577551702?lang=&edition=full","pubTime":"2025-10-24 09:22","market":"hk","language":"zh","title":"比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2577551702","media":"今晚报","summary":"比亚迪连续四季度纯电车型销量超过特斯拉海外市场突飞猛进，全球化战略全面奏效今年1-9月，比亚迪海外销量突破70万辆。8月比亚迪品牌在全球多国销量超过特斯拉比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。","content":"<html><body><article><p>2025年第三季度，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>再度在全球纯电汽车市场上领先<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。根据官方产销快报和特斯拉第三季度季报，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>单季度领先85423辆。</p><p>这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达326万台，纯电车型贡献核心份额，占比49.26%，销量近160.6万台。</p><p>最近，彭博社分析师预测，比亚迪今年将以较大优势超越特斯拉。比亚迪预计将交付约217万辆纯电动汽车，而对特斯拉的平均预估为161万辆。</p><img src=\"https://inews.gtimg.com/om_bt/OEFd0QtLgMFnQ0LNWjcjt3TQJ3mEJlc6T6D7YTDYjJP5kAA/0\"/><p>比亚迪连续四季度纯电车型销量超过特斯拉</p><p>海外市场突飞猛进，全球化战略全面奏效</p><p>今年1-9月，比亚迪海外销量突破70万辆。据<a href=\"https://laohu8.com/S/BITA\">易车</a>数据显示，2025年8月，比亚迪在西班牙、法国、意大利、爱尔兰、葡萄牙、奥地利等欧洲国家，以及新加坡、泰国、马来西亚等东南亚国家，销量均超过了特斯拉。</p><img src=\"https://inews.gtimg.com/om_bt/O1vuK1VWQDKwli99ewYojVI_Xnjwg8qq_hJpA7wgtaE3oAA/0\"/><p>8月比亚迪品牌在全球多国销量超过特斯拉</p><p>比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。一方面，其覆盖不同价位段的多元化车型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，精准匹配了全球各地消费者的差异化需求；另一方面，从推进本地化生产，到适配各国政策，再到搭建完善的服务网络，这一系列举措形成了协同效应，共同为比亚迪品牌出海保驾护航。正是这些策略的有效落地，让比亚迪在海外的发展步伐愈发稳健。截至目前，比亚迪新能源汽车足迹已遍布116个国家和地区。</p><p>全球电动车格局加速重塑</p><p>当下，全球电动车行业正经历前所未有的格局重塑，技术迭代提速、市场竞争加剧、消费需求升级，旧有行业秩序不断被打破，新的竞争逻辑与市场格局加速形成。</p><p>在这场关乎未来出行的变革浪潮中，比亚迪不再是跟随者，而是以扎实的技术积累与前瞻性布局，不断在国际市场赢得话语权，成为推动新秩序建立的关键力量，这正是中国汽车工业以充满底气与自信的姿态，向世界展现中国智造的实力与魅力的缩影。</p><p>（推广）</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>比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑</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比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 09:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b><strong>今晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年第三季度，比亚迪再度在全球纯电汽车市场上领先特斯拉。根据官方产销快报和特斯拉第三季度季报，比亚迪第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，比亚迪单季度领先85423辆。这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1610":"ETF&股票定投概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BYDDY":"比亚迪ADR","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK1607":"新IT概念","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) 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理念及全球化战略的正确性。一方面，其覆盖不同价位段的多元化车型矩阵，精准匹配了全球各地消费者的差异化需求；另一方面，从推进本地化生产，到适配各国政策，再到搭建完善的服务网络，这一系列举措形成了协同效应，共同为比亚迪品牌出海保驾护航。正是这些策略的有效落地，让比亚迪在海外的发展步伐愈发稳健。截至目前，比亚迪新能源汽车足迹已遍布116个国家和地区。全球电动车格局加速重塑当下，全球电动车行业正经历前所未有的格局重塑，技术迭代提速、市场竞争加剧、消费需求升级，旧有行业秩序不断被打破，新的竞争逻辑与市场格局加速形成。在这场关乎未来出行的变革浪潮中，比亚迪不再是跟随者，而是以扎实的技术积累与前瞻性布局，不断在国际市场赢得话语权，成为推动新秩序建立的关键力量，这正是中国汽车工业以充满底气与自信的姿态，向世界展现中国智造的实力与魅力的缩影。（推广）","news_type":1,"symbols_score_info":{"81211":0.6,"002594":0.6,"00285":1.5,"01211":1.5,"BYDDY":0.6,"HYDD.SI":0.6,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492099623784488,"gmtCreate":1761162266159,"gmtModify":1761162268691,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"我被畜牧教主马斯克拉黑了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"我被畜牧教主马斯克拉黑了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"我被畜牧教主马斯克拉黑了[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/492099623784488","repostId":"2577638368","repostType":2,"repost":{"id":"2577638368","kind":"news","pubTimestamp":1761085022,"share":"https://www.laohu8.com/m/news/2577638368?lang=&edition=full","pubTime":"2025-10-22 06:17","market":"us","language":"zh","title":"马斯克“万亿美元”薪酬方案的背后","url":"https://stock-news.laohu8.com/highlight/detail?id=2577638368","media":"财经早餐","summary":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德力挺埃隆·马斯克的“天价”薪酬方案。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251022061907191v206iv95h5x6440\"/><p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。</p><p>这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。</p><p>最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。</p><p>ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”</p><p>“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （<span>EBITDA</span>）增长率的可能性吗？”她补充道。</p><p>9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。</p><p>当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。</p><p>此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。</p><p>先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？</p><p>特斯拉股权之争</p><p>首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。</p><p>在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的<span>指数基金</span>，认为这些都是美国资本市场中的体系性问题。</p><p>伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。</p><p>不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。</p><p>凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。</p><p>指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。</p><p>“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。</p><p>当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。</p><p>至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。</p><p>当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。</p><p>“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。</p><p>凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。</p><p>作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。</p><p>当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。</p><p>底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。</p><p>而凯西·伍德的发言可能代表这些散户中很多人的心声：</p><p>“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”</p><p>特斯拉的最新进展</p><p>据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。</p><p>据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。</p><p>特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。</p><p>在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。</p><p>特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。</p><p>在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad Max驾驶模式。该模式相较于“快速”模式，能够更频繁果断地变道，以最快的速度穿梭于车流中，是最激进的FSD模式。</p><p>特斯拉人工智能负责人指出，Mad Max模式专为应对日间拥堵交通而设计。本月18号，马斯克在社交媒体平台上确认，特斯拉将在FSD v14.2的更新中全面推广全自动驾驶FSD V14系统。</p><p>此外，马斯克此前表示，第三代特斯拉人形机器人预计于2025年年底推出，将具备类似人类的精细操作能力。</p><p>从“木头姐”最新的言论中可推测，智能辅助驾驶、人形机器人、Robotaxi服务以及这些技术的融合，将是特斯拉未来的重要看点。而今年余下时间中，特斯拉能否在上述领域保持稳步前进，就是重要的风向标。</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>马斯克“万亿美元”薪酬方案的背后</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马斯克“万亿美元”薪酬方案的背后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 06:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b><strong>财经早餐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4612":"AI芯片","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577638368","content_text":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （EBITDA）增长率的可能性吗？”她补充道。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？特斯拉股权之争首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的指数基金，认为这些都是美国资本市场中的体系性问题。伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是贝莱德这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。而凯西·伍德的发言可能代表这些散户中很多人的心声：“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”特斯拉的最新进展据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad Max驾驶模式。该模式相较于“快速”模式，能够更频繁果断地变道，以最快的速度穿梭于车流中，是最激进的FSD模式。特斯拉人工智能负责人指出，Mad Max模式专为应对日间拥堵交通而设计。本月18号，马斯克在社交媒体平台上确认，特斯拉将在FSD v14.2的更新中全面推广全自动驾驶FSD V14系统。此外，马斯克此前表示，第三代特斯拉人形机器人预计于2025年年底推出，将具备类似人类的精细操作能力。从“木头姐”最新的言论中可推测，智能辅助驾驶、人形机器人、Robotaxi服务以及这些技术的融合，将是特斯拉未来的重要看点。而今年余下时间中，特斯拉能否在上述领域保持稳步前进，就是重要的风向标。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"content":"就因为我说到他的痛处了[喷血][喷血][喷血]","text":"就因为我说到他的痛处了[喷血][喷血][喷血]","html":"就因为我说到他的痛处了[喷血][喷血][喷血]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492074527248440,"gmtCreate":1761156567713,"gmtModify":1761156569667,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"<a 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老黄上次给老马送东西，我怎么感觉有啥事要公布[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492074527248440","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491313164362160,"gmtCreate":1760970368584,"gmtModify":1760970373960,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"呵呵！你们是怎么做到说谎脸都不红一下的？","listText":"呵呵！你们是怎么做到说谎脸都不红一下的？","text":"呵呵！你们是怎么做到说谎脸都不红一下的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491313164362160","repostId":"2576044332","repostType":4,"repost":{"id":"2576044332","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1760832454,"share":"https://www.laohu8.com/m/news/2576044332?lang=&edition=full","pubTime":"2025-10-19 08:07","market":"us","language":"zh","title":"瑞银重磅唱多：全球股市看涨，中国科技股最具潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2576044332","media":"券商中国","summary":"瑞银上调全球股票评级当地时间10月17日，瑞银财富管理上调了全球股票评级，并指出多个可能推动股价上涨的因素。瑞银分析师将2025年全球盈利增长预测从6.5%上调至8%，并预计明年将实现高个位数增长。策略师Xingchen Yu等人指出，金融环境改善、资金流增强以及投资者再度追求地域多元化，导致此次上调。调查显示，有超过一半的受访者表示对中国股市的前景最为看好，远高于今年6月调查时约三分之一的比例。","content":"<html><head></head><body><p><strong>瑞银唱多全球股市，尤其是中国科技股！</strong></p><p>据最新消息，瑞银财富管理将全球股票评级上调至“有吸引力”，理由是经济增长强于预期，关税压力缓解，以及人工智能驱动的强劲投资周期。</p><p>瑞银财富管理将中国科技股评级上调至最具吸引力，理由是对中国科技领军企业将人工智能货币化的能力越来越有信心。</p><blockquote><p>瑞银上调全球股票评级</p></blockquote><p>当地时间10月17日，瑞银财富管理上调了全球股票评级，并指出多个可能推动股价上涨的因素。</p><p>在给客户的一份报告中，瑞银告诉投资者，它已将“全球、美国、中国、新兴市场和除日本外的亚洲股市上调至有吸引力”。</p><p>瑞银指出：“结构性趋势依然稳固。人工智能领军企业间的战略合作浪潮，增强了我们对可持续资本支出周期和更高收入能见度的信心——这两大因素都将在未来6—12个月内支撑该类资产表现。”</p><p>瑞银表示，超大规模企业与AI芯片公司近期达成的数十亿美元合作，增强了我们的信心——AI相关资本支出将超预期并保持长期韧性。AI的应用远不止于聊天机器人。对具备自主决策能力的代理型AI，以及机器人与自动驾驶等实体AI的发展预期，正推动大型科技公司持续投入高额资本支出。中期内，即便目前近1万亿美元的规划投资仍可能无法满足需求。因此，相信AI投资增长有望在未来一年持续。</p><p>美联储于9月重启降息周期，预计后续将继续降息。分析显示，非衰退环境下的降息对股市构成支撑。对于担忧泡沫风险者，当前繁荣与互联网时代的关键差异在于：1999年美联储正处于加息周期。美国财政政策——包括资本支出与研发费用化、小费税收减免及监管松绑等措施——也将在2025年至2026年间为周期性行业提供温和助力。</p><p>瑞银分析师将2025年全球盈利增长预测从6.5%上调至8%，并预计明年将实现高个位数增长。报告同时强调，“经济增长已超预期且明年可能加速，关税阻力正在减弱，美联储降息可期，财政政策支持力度亦不断增强。”</p><p>瑞银表示，“我们越来越确信未来6—12个月内股市风险平衡仍将保持有利态势。”该行特别提到中国科技板块基本面改善，因此上调了除日本外亚洲地区及新兴市场股票评级。策略师Xingchen Yu等人指出，金融环境改善、资金流增强以及投资者再度追求地域多元化，导致此次上调。“全球及本地流动性改善、有利的金融环境，以及全球投资者一直低配，将推动更多资金流入新兴市场资产。”他们说道。</p><blockquote><p>看好中国科技股</p></blockquote><p>瑞银建议投资者审视当前股票配置，确保至少符合或适度高于长期战略资产配置目标。若当前股票配置不足，建议将超额现金、债券或高收益信用持仓转向股票。</p><p>值得关注的是，瑞银继续将科技作为其“全球首选行业”，并将中国科技股评级上调至最具吸引力，理由是“对中国科技领军企业将人工智能货币化的能力越来越有信心”。瑞银还将MSCI新兴市场指数2026年6月目标位上调至1470点，理由是企业盈利预期改善。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近期发表的报告显示，9月净流入中国股市的外资反弹至46亿美元，创下自2024年11月以来单月最高。2025年前9个月，海外被动基金累计净流入180亿美元，已超去年70亿美元的水平。这表明全球投资者对中国市场的信心正在恢复。</p><p>瑞银投资银行中国股票策略研究主管王宗豪近日表示，考虑到外国投资者在中国市场仓位仍有上升空间、中国股票估值相对全球市场更便宜，以及美联储四季度持续降息的预期，外资有望进一步流入中国股市。</p><p>“过去一个月，我们在美国和亚洲开展了多次路演，与不同的投资者进行交流。总体而言，投资者对中国股票的兴趣浓厚，越来越多的投资者认同我们对市场更乐观的展望。”王宗豪表示，“反内卷”是大多数会议讨论的重点话题，投资者也对中国的AI技术发展和资本回报感兴趣。在亚洲，投资者的情绪更加乐观，一些投资者看到新基金发行机会，投资中国带来的多元化优势和可投资公司的广度日益扩大得到认可。</p><p>近期，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>发布的“新兴市场投资意向调查”显示，全球机构投资者对新兴市场的增长前景愈加乐观，尤其看好亚洲的经济增长和股市前景。而中国股市则成为他们投资新兴市场时的首选。受访的全球机构投资者对新兴市场前景的乐观态度进一步增强。超六成受访投资者（61%）认为新兴市场股票的表现将优于发达市场，该比例高于今年6月调查时的49%。</p><p>在众多新兴市场中，中国股市成为全球机构投资者的首选。调查显示，有超过一半的受访者表示对中国股市的前景最为看好，远高于今年6月调查时约三分之一的比例。这反映出市场对中国提振经济政策的信心。</p><p>10月17日，A股市场主要指数出现调整。对此，摩根士丹利基金点评称，市场可能会经历一个短暂的震荡，预计时间不会太长。中期而言，中国制造优势依然是支撑市场的重要逻辑，从这个角度思考，对市场并不悲观。过去几年国内经济始终处于一定的压力之下，海外影响因素扰动不断，但国内仍有大量优质企业走向海外、抢占市场份额，最终获得投资者认可。因此，应持续保持积极心态应对市场变化。</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>瑞银重磅唱多：全球股市看涨，中国科技股最具潜力</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瑞银重磅唱多：全球股市看涨，中国科技股最具潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-10-19 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>瑞银唱多全球股市，尤其是中国科技股！</strong></p><p>据最新消息，瑞银财富管理将全球股票评级上调至“有吸引力”，理由是经济增长强于预期，关税压力缓解，以及人工智能驱动的强劲投资周期。</p><p>瑞银财富管理将中国科技股评级上调至最具吸引力，理由是对中国科技领军企业将人工智能货币化的能力越来越有信心。</p><blockquote><p>瑞银上调全球股票评级</p></blockquote><p>当地时间10月17日，瑞银财富管理上调了全球股票评级，并指出多个可能推动股价上涨的因素。</p><p>在给客户的一份报告中，瑞银告诉投资者，它已将“全球、美国、中国、新兴市场和除日本外的亚洲股市上调至有吸引力”。</p><p>瑞银指出：“结构性趋势依然稳固。人工智能领军企业间的战略合作浪潮，增强了我们对可持续资本支出周期和更高收入能见度的信心——这两大因素都将在未来6—12个月内支撑该类资产表现。”</p><p>瑞银表示，超大规模企业与AI芯片公司近期达成的数十亿美元合作，增强了我们的信心——AI相关资本支出将超预期并保持长期韧性。AI的应用远不止于聊天机器人。对具备自主决策能力的代理型AI，以及机器人与自动驾驶等实体AI的发展预期，正推动大型科技公司持续投入高额资本支出。中期内，即便目前近1万亿美元的规划投资仍可能无法满足需求。因此，相信AI投资增长有望在未来一年持续。</p><p>美联储于9月重启降息周期，预计后续将继续降息。分析显示，非衰退环境下的降息对股市构成支撑。对于担忧泡沫风险者，当前繁荣与互联网时代的关键差异在于：1999年美联储正处于加息周期。美国财政政策——包括资本支出与研发费用化、小费税收减免及监管松绑等措施——也将在2025年至2026年间为周期性行业提供温和助力。</p><p>瑞银分析师将2025年全球盈利增长预测从6.5%上调至8%，并预计明年将实现高个位数增长。报告同时强调，“经济增长已超预期且明年可能加速，关税阻力正在减弱，美联储降息可期，财政政策支持力度亦不断增强。”</p><p>瑞银表示，“我们越来越确信未来6—12个月内股市风险平衡仍将保持有利态势。”该行特别提到中国科技板块基本面改善，因此上调了除日本外亚洲地区及新兴市场股票评级。策略师Xingchen Yu等人指出，金融环境改善、资金流增强以及投资者再度追求地域多元化，导致此次上调。“全球及本地流动性改善、有利的金融环境，以及全球投资者一直低配，将推动更多资金流入新兴市场资产。”他们说道。</p><blockquote><p>看好中国科技股</p></blockquote><p>瑞银建议投资者审视当前股票配置，确保至少符合或适度高于长期战略资产配置目标。若当前股票配置不足，建议将超额现金、债券或高收益信用持仓转向股票。</p><p>值得关注的是，瑞银继续将科技作为其“全球首选行业”，并将中国科技股评级上调至最具吸引力，理由是“对中国科技领军企业将人工智能货币化的能力越来越有信心”。瑞银还将MSCI新兴市场指数2026年6月目标位上调至1470点，理由是企业盈利预期改善。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近期发表的报告显示，9月净流入中国股市的外资反弹至46亿美元，创下自2024年11月以来单月最高。2025年前9个月，海外被动基金累计净流入180亿美元，已超去年70亿美元的水平。这表明全球投资者对中国市场的信心正在恢复。</p><p>瑞银投资银行中国股票策略研究主管王宗豪近日表示，考虑到外国投资者在中国市场仓位仍有上升空间、中国股票估值相对全球市场更便宜，以及美联储四季度持续降息的预期，外资有望进一步流入中国股市。</p><p>“过去一个月，我们在美国和亚洲开展了多次路演，与不同的投资者进行交流。总体而言，投资者对中国股票的兴趣浓厚，越来越多的投资者认同我们对市场更乐观的展望。”王宗豪表示，“反内卷”是大多数会议讨论的重点话题，投资者也对中国的AI技术发展和资本回报感兴趣。在亚洲，投资者的情绪更加乐观，一些投资者看到新基金发行机会，投资中国带来的多元化优势和可投资公司的广度日益扩大得到认可。</p><p>近期，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>发布的“新兴市场投资意向调查”显示，全球机构投资者对新兴市场的增长前景愈加乐观，尤其看好亚洲的经济增长和股市前景。而中国股市则成为他们投资新兴市场时的首选。受访的全球机构投资者对新兴市场前景的乐观态度进一步增强。超六成受访投资者（61%）认为新兴市场股票的表现将优于发达市场，该比例高于今年6月调查时的49%。</p><p>在众多新兴市场中，中国股市成为全球机构投资者的首选。调查显示，有超过一半的受访者表示对中国股市的前景最为看好，远高于今年6月调查时约三分之一的比例。这反映出市场对中国提振经济政策的信心。</p><p>10月17日，A股市场主要指数出现调整。对此，摩根士丹利基金点评称，市场可能会经历一个短暂的震荡，预计时间不会太长。中期而言，中国制造优势依然是支撑市场的重要逻辑，从这个角度思考，对市场并不悲观。过去几年国内经济始终处于一定的压力之下，海外影响因素扰动不断，但国内仍有大量优质企业走向海外、抢占市场份额，最终获得投资者认可。因此，应持续保持积极心态应对市场变化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fede861713898f2a45b6ea9c44893fe0","relate_stocks":{"000001.SH":"上证指数"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3NjM5MjIwOQ==&mid=2652239079&idx=1&sn=095d88a2c2caac24101d68b1379c2816&chksm=854e453d89664c2549b5f349565717ea55fa98f42db02388d4c1b5c1e602253b9fb5a02df74d&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576044332","content_text":"瑞银唱多全球股市，尤其是中国科技股！据最新消息，瑞银财富管理将全球股票评级上调至“有吸引力”，理由是经济增长强于预期，关税压力缓解，以及人工智能驱动的强劲投资周期。瑞银财富管理将中国科技股评级上调至最具吸引力，理由是对中国科技领军企业将人工智能货币化的能力越来越有信心。瑞银上调全球股票评级当地时间10月17日，瑞银财富管理上调了全球股票评级，并指出多个可能推动股价上涨的因素。在给客户的一份报告中，瑞银告诉投资者，它已将“全球、美国、中国、新兴市场和除日本外的亚洲股市上调至有吸引力”。瑞银指出：“结构性趋势依然稳固。人工智能领军企业间的战略合作浪潮，增强了我们对可持续资本支出周期和更高收入能见度的信心——这两大因素都将在未来6—12个月内支撑该类资产表现。”瑞银表示，超大规模企业与AI芯片公司近期达成的数十亿美元合作，增强了我们的信心——AI相关资本支出将超预期并保持长期韧性。AI的应用远不止于聊天机器人。对具备自主决策能力的代理型AI，以及机器人与自动驾驶等实体AI的发展预期，正推动大型科技公司持续投入高额资本支出。中期内，即便目前近1万亿美元的规划投资仍可能无法满足需求。因此，相信AI投资增长有望在未来一年持续。美联储于9月重启降息周期，预计后续将继续降息。分析显示，非衰退环境下的降息对股市构成支撑。对于担忧泡沫风险者，当前繁荣与互联网时代的关键差异在于：1999年美联储正处于加息周期。美国财政政策——包括资本支出与研发费用化、小费税收减免及监管松绑等措施——也将在2025年至2026年间为周期性行业提供温和助力。瑞银分析师将2025年全球盈利增长预测从6.5%上调至8%，并预计明年将实现高个位数增长。报告同时强调，“经济增长已超预期且明年可能加速，关税阻力正在减弱，美联储降息可期，财政政策支持力度亦不断增强。”瑞银表示，“我们越来越确信未来6—12个月内股市风险平衡仍将保持有利态势。”该行特别提到中国科技板块基本面改善，因此上调了除日本外亚洲地区及新兴市场股票评级。策略师Xingchen Yu等人指出，金融环境改善、资金流增强以及投资者再度追求地域多元化，导致此次上调。“全球及本地流动性改善、有利的金融环境，以及全球投资者一直低配，将推动更多资金流入新兴市场资产。”他们说道。看好中国科技股瑞银建议投资者审视当前股票配置，确保至少符合或适度高于长期战略资产配置目标。若当前股票配置不足，建议将超额现金、债券或高收益信用持仓转向股票。值得关注的是，瑞银继续将科技作为其“全球首选行业”，并将中国科技股评级上调至最具吸引力，理由是“对中国科技领军企业将人工智能货币化的能力越来越有信心”。瑞银还将MSCI新兴市场指数2026年6月目标位上调至1470点，理由是企业盈利预期改善。摩根士丹利近期发表的报告显示，9月净流入中国股市的外资反弹至46亿美元，创下自2024年11月以来单月最高。2025年前9个月，海外被动基金累计净流入180亿美元，已超去年70亿美元的水平。这表明全球投资者对中国市场的信心正在恢复。瑞银投资银行中国股票策略研究主管王宗豪近日表示，考虑到外国投资者在中国市场仓位仍有上升空间、中国股票估值相对全球市场更便宜，以及美联储四季度持续降息的预期，外资有望进一步流入中国股市。“过去一个月，我们在美国和亚洲开展了多次路演，与不同的投资者进行交流。总体而言，投资者对中国股票的兴趣浓厚，越来越多的投资者认同我们对市场更乐观的展望。”王宗豪表示，“反内卷”是大多数会议讨论的重点话题，投资者也对中国的AI技术发展和资本回报感兴趣。在亚洲，投资者的情绪更加乐观，一些投资者看到新基金发行机会，投资中国带来的多元化优势和可投资公司的广度日益扩大得到认可。近期，汇丰发布的“新兴市场投资意向调查”显示，全球机构投资者对新兴市场的增长前景愈加乐观，尤其看好亚洲的经济增长和股市前景。而中国股市则成为他们投资新兴市场时的首选。受访的全球机构投资者对新兴市场前景的乐观态度进一步增强。超六成受访投资者（61%）认为新兴市场股票的表现将优于发达市场，该比例高于今年6月调查时的49%。在众多新兴市场中，中国股市成为全球机构投资者的首选。调查显示，有超过一半的受访者表示对中国股市的前景最为看好，远高于今年6月调查时约三分之一的比例。这反映出市场对中国提振经济政策的信心。10月17日，A股市场主要指数出现调整。对此，摩根士丹利基金点评称，市场可能会经历一个短暂的震荡，预计时间不会太长。中期而言，中国制造优势依然是支撑市场的重要逻辑，从这个角度思考，对市场并不悲观。过去几年国内经济始终处于一定的压力之下，海外影响因素扰动不断，但国内仍有大量优质企业走向海外、抢占市场份额，最终获得投资者认可。因此，应持续保持积极心态应对市场变化。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490400057909568,"gmtCreate":1760753510074,"gmtModify":1760753513064,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a>&nbsp; 这个每天波动很大，心脏受不了","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a>&nbsp; 这个每天波动很大，心脏受不了","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 这个每天波动很大，心脏受不了","images":[{"img":"https://static.tigerbbs.com/4b9fc8674af689288de62edc59b6bc0f","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490400057909568","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489970519822896,"gmtCreate":1760607611367,"gmtModify":1760607613811,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"还拉升不？拉你二爷那套筒[捂脸]&nbsp;&nbsp;","listText":"还拉升不？拉你二爷那套筒[捂脸]&nbsp;&nbsp;","text":"还拉升不？拉你二爷那套筒[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489970519822896","repostId":"1171142547","repostType":4,"repost":{"id":"1171142547","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760603646,"share":"https://www.laohu8.com/m/news/1171142547?lang=&edition=full","pubTime":"2025-10-16 16:34","market":"us","language":"zh","title":"盘前异动","url":"https://stock-news.laohu8.com/highlight/detail?id=1171142547","media":"老虎资讯综合","summary":"$小鹏汽车(XPEV)$ 盘前直线拉升，跌幅快速收窄。小鹏汽车董事长兼CEO何小鹏表示，人形机器人在未来2-5年就会对全球很多行业带来真正巨变，在未来10-20年会对所有家庭生活产生巨变，“小鹏汽车明年计划真正量产飞行汽车，它的成长速度一定高过汽车，它未来市场份额也将高过汽车”。","content":"<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 盘前直线拉升，跌幅快速收窄。小鹏汽车董事长兼CEO何小鹏表示，人形机器人在未来2-5年就会对全球很多行业带来真正巨变，在未来10-20年会对所有家庭生活产生巨变，<strong>“小鹏汽车明年计划真正量产飞行汽车，它的成长速度一定高过汽车，它未来市场份额也将高过汽车”。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbb1bca0d22111695cfab2d3f2ed4ea0\" tg-width=\"1186\" tg-height=\"410\"></p><p></p>","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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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 盘前直线拉升，跌幅快速收窄。小鹏汽车董事长兼CEO何小鹏表示，人形机器人在未来2-5年就会对全球很多行业带来真正巨变，在未来10-20年会对所有家庭生活产生巨变，<strong>“小鹏汽车明年计划真正量产飞行汽车，它的成长速度一定高过汽车，它未来市场份额也将高过汽车”。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbb1bca0d22111695cfab2d3f2ed4ea0\" tg-width=\"1186\" tg-height=\"410\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171142547","content_text":"小鹏汽车 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阶段。部分车主因过度信任系统，出现分心甚至 “脱手驾驶”，而系统缺陷进一步放大了风险。</p><p><strong>三、特斯拉的 “未来押注”：Robotaxi 愿景遇现实阻力</strong></p><p>对特斯拉而言，FSD 的成败直接决定战略布局。马斯克早已将 Robotaxi 列为核心方向，甚至将大众市场电动车业务形容为 “乏味业务”，暗示交由通用、大众等车企，特斯拉则聚焦高附加值的自动驾驶与智能出行服务。</p><p>目前，特斯拉在 Robotaxi 领域已进入实质阶段：在奥斯汀启动试点服务，投入多辆配备安全监督员的 Model Y 测试，被视为商业化落地的 “重要一步”。马斯克多次强调，计划未来一年内将服务推广至美国多座城市，最终实现 “数十万辆自动驾驶出租车全天候运营”—— 若成真，特斯拉将从汽车制造商转型为智能出行服务商，商业模式与盈利能力将实现质的飞跃。</p><p>但现实给了特斯拉重击。一方面，NHTSA 调查或引发连锁反应：若 “初步评估” 升级为正式调查，特斯拉可能面临大规模召回，需通过软件更新甚至硬件更换修复 FSD，成本高昂。另一方面，奥斯汀试点已现负面反馈：目击者发现，测试的 Model Y（虽配安全监督员）仍有违规操作，如路口犹豫、突然急刹、变道不打转向灯，让市场质疑 Robotaxi 的安全性。</p><p>更严峻的是，特斯拉大众市场新车规划几乎空白。除了量产时间未定的无方向盘 Cybercab，暂无其他面向大众的全新车型。2024 年推出的 Model 3 与 Model Y 标准版，不仅是减配版本（如缩减续航、取消部分智能配置），且市场反响平平，未能推动销量增长。业内认为，这两款车更像 “过渡产品”，仅为在自动驾驶与 Robotaxi 落地前，维持汽车业务基本盘。</p><p>这种 “押注未来” 的战略风险极高：若 FSD 缺陷无法尽快解决，Robotaxi 落地推迟，特斯拉将陷入 “两头空”—— 既失去大众电动车市场竞争力，又无法靠自动驾驶盈利。此时，重启此前搁置的 Model 2（原定位 2.5 万美元入门车型，因资源向 FSD 倾斜被搁置），或许成为挽救汽车业务的 “无奈选择”。</p><p><strong>四、行业启示：自动驾驶需守 “安全红线”</strong></p><p>特斯拉 FSD 的争议，不仅是企业的技术困境，更给自动驾驶行业敲响警钟。近年来，车企与科技公司急于推进商业化，却忽视安全底线。NHTSA 的调查明确：无论技术迭代多快、市场预期多高，“安全” 都是自动驾驶不可逾越的红线。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉 FSD 系统扛得住 NHTSA 调查吗？一边喊 “部署十万辆”，一边陷违规丑闻！</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉 FSD 系统扛得住 NHTSA 调查吗？一边喊 “部署十万辆”，一边陷违规丑闻！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-12 00:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251012002711a45ad669&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当埃隆・马斯克多次高调宣称 “随时可部署数十万辆自动驾驶出租车” 时，特斯拉的 “全自动驾驶”（FSD）系统，正遭遇美国国家公路交通安全管理局（NHTSA）的严厉审视。这场调查不仅揭开了 FSD 违反交通法规的隐患，更让特斯拉押注未来的自动驾驶出租车（Robotaxi）愿景蒙上阴影。一、调查启动：闯红灯与逆向行驶引安全警报2024 年 10 月初，NHTSA 一份官方文件将 FSD 系统推至舆论...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251012002711a45ad669&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","BK4604":"机器人概念","BK4581":"高盛持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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导致的两类严重违规：闯红灯与驶入对向车道。此次调查并非偶然。截至文件发布，NHTSA 已收到 50 多份报告，涵盖车主投诉、媒体报道及特斯拉提交的事故报告，共同指向同一问题：FSD 执行动态驾驶任务时，指令可能导致车辆违法，甚至引发碰撞。NHTSA 明确确认 19 起 FSD 相关闯红灯案例：涉事车辆或未在红灯期间全程停车，或未完全停车，更严重的是部分车辆 “未能准确识别交通信号灯，且未在界面正确显示”—— 即便驾驶员全程监控，也可能因系统误判无法及时避险。更令人忧心的是，特斯拉在 NHTSA 框架下提交的 6 份报告显示，此类行为已造成实际危害，多车在十字路口相撞，部分事故致人员受伤。目前，特斯拉仅针对马里兰州某事故频发路口 “采取针对性措施”，全国性系统缺陷仍未得到全面回应。二、FSD 的 “双面性”：辅助优势与固有短板作为特斯拉高级驾驶辅助系统，FSD（需监控版）自推出便承载 “接近自动驾驶” 的期待。它依靠多摄像头采集环境信息，理论上可按路线行驶、识别行人和信号灯、适配限速，8000 美元的售价也让市场对其性能预期颇高。实际使用中，FSD 确有技术优势。多数车主反馈，在路况简单的高速或封闭道路上，系统能稳定完成跟车、车道保持、自动变道，大幅降低驾驶疲劳。特斯拉也通过软件更新持续优化，如提升雨夜、逆光下的物体识别精度，增强对突发障碍物的反应速度。从迭代速度看，FSD 在行业内领先，这也是其吸引科技爱好者与高端消费者的关键。但 “需驾驶员全程监控” 的要求，暴露了 FSD 的核心短板 —— 它并非真正 “全自动驾驶”，仅处于 “高级辅助驾驶” 阶段。部分车主因过度信任系统，出现分心甚至 “脱手驾驶”，而系统缺陷进一步放大了风险。三、特斯拉的 “未来押注”：Robotaxi 愿景遇现实阻力对特斯拉而言，FSD 的成败直接决定战略布局。马斯克早已将 Robotaxi 列为核心方向，甚至将大众市场电动车业务形容为 “乏味业务”，暗示交由通用、大众等车企，特斯拉则聚焦高附加值的自动驾驶与智能出行服务。目前，特斯拉在 Robotaxi 领域已进入实质阶段：在奥斯汀启动试点服务，投入多辆配备安全监督员的 Model Y 测试，被视为商业化落地的 “重要一步”。马斯克多次强调，计划未来一年内将服务推广至美国多座城市，最终实现 “数十万辆自动驾驶出租车全天候运营”—— 若成真，特斯拉将从汽车制造商转型为智能出行服务商，商业模式与盈利能力将实现质的飞跃。但现实给了特斯拉重击。一方面，NHTSA 调查或引发连锁反应：若 “初步评估” 升级为正式调查，特斯拉可能面临大规模召回，需通过软件更新甚至硬件更换修复 FSD，成本高昂。另一方面，奥斯汀试点已现负面反馈：目击者发现，测试的 Model Y（虽配安全监督员）仍有违规操作，如路口犹豫、突然急刹、变道不打转向灯，让市场质疑 Robotaxi 的安全性。更严峻的是，特斯拉大众市场新车规划几乎空白。除了量产时间未定的无方向盘 Cybercab，暂无其他面向大众的全新车型。2024 年推出的 Model 3 与 Model Y 标准版，不仅是减配版本（如缩减续航、取消部分智能配置），且市场反响平平，未能推动销量增长。业内认为，这两款车更像 “过渡产品”，仅为在自动驾驶与 Robotaxi 落地前，维持汽车业务基本盘。这种 “押注未来” 的战略风险极高：若 FSD 缺陷无法尽快解决，Robotaxi 落地推迟，特斯拉将陷入 “两头空”—— 既失去大众电动车市场竞争力，又无法靠自动驾驶盈利。此时，重启此前搁置的 Model 2（原定位 2.5 万美元入门车型，因资源向 FSD 倾斜被搁置），或许成为挽救汽车业务的 “无奈选择”。四、行业启示：自动驾驶需守 “安全红线”特斯拉 FSD 的争议，不仅是企业的技术困境，更给自动驾驶行业敲响警钟。近年来，车企与科技公司急于推进商业化，却忽视安全底线。NHTSA 的调查明确：无论技术迭代多快、市场预期多高，“安全” 都是自动驾驶不可逾越的红线。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486289766232632,"gmtCreate":1759751654208,"gmtModify":1759751658890,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"一样[财迷]&nbsp;&nbsp;","listText":"一样[财迷]&nbsp;&nbsp;","text":"一样[财迷]","images":[{"img":"https://static.tigerbbs.com/d8416f1dfb2f4fb02329f70757b25821"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486289766232632","repostId":"1194045967","repostType":2,"repost":{"id":"1194045967","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1759748533,"share":"https://www.laohu8.com/m/news/1194045967?lang=&edition=full","pubTime":"2025-10-06 19:02","market":"us","language":"zh","title":"OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1194045967","media":"老虎资讯综合","summary":"OpenAI承诺采购相当于6吉瓦算力的AMD芯片。","content":"<html><head></head><body><p>周一消息，<strong>OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。</strong></p><p>消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。</p><p>根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。</p><p>两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。</p><p>这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。</p><h2 id=\"id_2746205950\" style=\"text-align: start;\">行权价0.01美元？深度绑定：不只是买卖，更是股权联盟</h2><p style=\"text-align: justify;\">与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。</p><p style=\"text-align: justify;\">根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p style=\"text-align: justify;\">AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。</p><p style=\"text-align: justify;\">OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。</p><p style=\"text-align: justify;\">这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。</p><p style=\"text-align: justify;\">此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。</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\" 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#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\">\nOpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-06 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一消息，<strong>OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。</strong></p><p>消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。</p><p>根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。</p><p>两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。</p><p>这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。</p><h2 id=\"id_2746205950\" style=\"text-align: start;\">行权价0.01美元？深度绑定：不只是买卖，更是股权联盟</h2><p style=\"text-align: justify;\">与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。</p><p style=\"text-align: justify;\">根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p style=\"text-align: justify;\">AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。</p><p style=\"text-align: justify;\">OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。</p><p style=\"text-align: justify;\">这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。</p><p style=\"text-align: justify;\">此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6410be6b5123772ac71614d8d2bc8d0d","relate_stocks":{"NVDA":"英伟达","AMDL":"GRANITESHARES 2X LONG AMD DAILY ETF","AVGO":"博通","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194045967","content_text":"周一消息，OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。行权价0.01美元？深度绑定：不只是买卖，更是股权联盟与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。据彭博报道，部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，以0.01美元的行权价逐步购买最多1.6亿股股票。这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，OpenAI就能以近乎无偿的方式获得这些股票，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。重塑AI芯片竞争格局长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。AI“闭环经济”的浮现与隐忧此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。","news_type":1,"symbols_score_info":{"AMD":1.1,"AMDL":1.1,"AVGO":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484784222851912,"gmtCreate":1759384314748,"gmtModify":1759384613319,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"吹你妈的死牛逼","listText":"吹你妈的死牛逼","text":"吹你妈的死牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484784222851912","repostId":"2571844313","repostType":2,"repost":{"id":"2571844313","kind":"news","pubTimestamp":1759212000,"share":"https://www.laohu8.com/m/news/2571844313?lang=&edition=full","pubTime":"2025-09-30 14:00","market":"us","language":"zh","title":"intel+AMD不再独大，国产CPU，已拿下了25%的市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2571844313","media":"Ofweek光电信息网","summary":"起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。","content":"<html><body><article><p>起说电脑领域的CPU，大家可能第一反应就是intel或者<a href=\"https://laohu8.com/S/AMD\">AMD</a>。</p><p>确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。</p><p>顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141121726d1632xm0bpiz3y5\"/><p>CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。</p><p>所以国内很多企业，一直想要让中国人用上中国自己的CPU，减少对intel、AMD的依赖，保证信息安全，避免被卡脖子。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141125233d163eo9gpviwd9n\"/><p>但说真的，CPU的研发真的不容易，一是要考虑CPU本身的性能问题，还要考虑CPU与操作系统的适配兼容问题。</p><p>但国产厂商们没有放弃，在性能、生态上都在不断努力，特别是6大国产CPU，也是大名鼎鼎，这6大分别是龙芯、兆芯、海光、申威、鲲鹏、飞腾，大家采用不同的架构，在不同的领域上对intel、AMD发起攻击，想要替代它们。</p><p>而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141126525d1635293wf1doxy\"/><p>按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。</p><p>而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。</p><p>为什么国产CPU一下子发展的这么快了，一方面是国产CPU的性能上来了，比如龙芯、海光等，离intel、AMD的性能差距，其实已经只有1-2年了，完全可以替代国外的CPU，在绝大多数场景下，满足用户的需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141127060d1632y97uyaxffe\"/><p>特别是服务器市场，国产CPU已经替代了太多的国外CPU，因为国产CPU真的可以替代。</p><p>二是国产操作系统给力了，目前一些国产操作系统，兼容的生态数量，都是达到1000万级别了，可以满足绝大部分用户的日常使用需求，而国产系统全部支持国产CPU，这也是一个巨大的助力。</p><p>可以说，经过了这么多年的努力，国产CPU终于支棱起来了，也有越来越多的中国人，用上了中国自己的CPU，未来我们在CPU上，将会更加的无忧。</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>intel+AMD不再独大，国产CPU，已拿下了25%的市场</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\">\nintel+AMD不再独大，国产CPU，已拿下了25%的市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在本周的财报电话会议上，特斯拉CEO马斯克暗示，他的公司刚刚起步的机器人出租车服务将扩展到旧金山湾区和美国其他市场。但加州监管机构明确表示，特斯拉没有被授权在当地公共道路上用自动驾驶汽车载客。加州公用事业委员会当地时间周五在一封电子邮件中表示：“特斯拉不被允许在无人驾驶汽车中测试或运送公众（有偿或无偿），无论是否有司机。特斯拉被允许用非自动驾驶汽车运送公众（有偿或无偿），当然，这需要有一名司机。”...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159301":"公用事业","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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href=\"https://laohu8.com/S/002594\">比亚迪</a>等中国科技与制造业巨头，已悄然完成技术布局。</p>\n<p>蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新解决方案，这一切都在推动机器人在今年走入商用元年。</p>\n<p><strong>2025人形机器人开启商用元年</strong></p>\n<p>2025年被视作人形机器人商业化元年，这一赛道的爆发不仅是技术的飞跃，更是全球制造业格局的重塑。<a href=\"https://laohu8.com/S/600109\">国金证券</a>预测，2027年人形机器人可能进入大规模普及阶段。从数据来看，全球市场规模预计从2024年的21.58亿元（中国）大幅跃升至2030年的380亿元，复合增长率超61%。而在这背后来自资本、政策的多重推动，也让机器人行业坐上了高速列车。</p>\n<p>首先，机器人行业受到资本市场前所未有的热捧。比如，一家为华为、特斯拉、比亚迪供货的零部件企业，近期获79家机构抢筹21亿元。与此同时工业机器人、服务机器人、特种机器人和其他机器人等多种类型机器人概念爆发，受到了各类资本的一直青睐，在国内外的整个资本市场中，相关的机器人指数更是呈现出水涨船高的情况。</p>\n<p>其次，利好政策不断出台，让人形机器人从科幻概念迅速演变为万亿级产业风口。中国《人形机器人创新发展指导意见》及地方政策密集出台，工信部在《人形机器人创新发展指导意见》中明确，2025年初步建立创新体系，2027年综合实力达到国际先进水平。此外，北京、上海、深圳等地相继推出地方性支持政策，通过资金引导、场景开放、产业链整合等措施加速产业集聚。</p>\n<p>政策推动下，国内已形成覆盖“零部件-整机-应用”的全产业链布局。例如，华为联合超百家企业搭建具身智能生态圈，并在深圳设立全球创新中心；特斯拉、<a href=\"https://laohu8.com/S/09880\">优必选</a>等头部企业通过技术合作与示范项目，带动上下游协同发展。</p>\n<p>与此同时，一些高危领域的机器人应用已经走进现实，正式开始大规模商用。比如在江苏苏州，公布的财报中，江苏的减振器在2021年的总销量达到了250,000部，是2020年的两倍以上。不难预计，今年随着新技术的不断应用融合，国内各类机器人的商用速度还将进一步加快。</p>\n<p><strong>华为：全栈技术+生态联盟，打造“机器人安卓”</strong></p>\n<p>作为国内ICT产业龙头，华为延续其“根技术+生态聚合”的战略逻辑，在机器人领域构建起强大的竞争力。在根技术层面，华为凭借在人工智能、算法、芯片以及通信技术等多领域的深厚积累，为机器人赋予了“智慧的大脑”与“敏捷的神经”。</p>\n<p>技术上，华为实现了从感知到决策的全栈能力，自研升腾AI芯片、192线激光雷达（探测距离250米）、端到端与规则模型融合算法。生态方面，华为联合乐聚机器人、<a href=\"https://laohu8.com/S/003021\">兆威机电</a>等超百家企业，覆盖减速器、执行器、云平台，形成完整的产业链条。</p>\n<p>通过提供标准化的接口与开发平台，降低了行业创新门槛，吸引众多合作伙伴共同参与机器人的研发与应用拓展。这不仅加速了机器人技术的迭代升级，更让不同领域的创新成果在华为搭建的生态舞台上相互碰撞、融合，催生出丰富多样的机器人应用场景，如智慧工厂中的智能协作机器人、<a href=\"https://laohu8.com/S/SLGB\">智慧物流</a>中的仓储分拣机器人以及智慧医疗中的辅助诊疗机器人等，全面推动机器人产业迈向新的发展高度 ，在全球机器人赛道上持续领航。</p>\n<p>在场景应用上，华为通过5.5G网络实现远程操控与群体智能调度，主攻矿山、港口等封闭场景，定价超百万元，以技术溢价锁定高端市场。在矿山领域，华为与大型矿业集团合作，实现了无人采矿作业的高效运行，作业响应时间从传统方式的数秒缩短至毫秒级，极大提升了作业效率，设备年运行时长增加了20%，达到8000小时以上，每年可多开采矿石数百万吨。在港口场景，华为的智能调度系统大显身手，通过智能调度将港口内的自动化岸桥、场桥和集卡协同作业更加流畅，集装箱装卸效率提升了30%。</p>\n<p>与此同时，华为在东莞产业园投入72亿元，2025年量产目标直指工业与特种领域，其“云-边-端”协同架构有望成为行业标准，为其在高端市场的持续领先奠定基础。</p>\n<p><strong>特斯拉：端到端大模型的“激进赌局”</strong></p>\n<p>与华为不同，特斯拉Optimus的核心逻辑与FSD（完全自动驾驶）同源，采用极简硬件+极复杂算法的模式。尤其是端到端大模型的应用，已然成为行业焦点，而这一技术在特斯拉Optimus人形机器人上的延伸，更是引发了广泛关注与激烈讨论。</p>\n<p>从技术上来看，特斯拉人形机器人与FSD的同源，能够充分使用现有技术成果，让机器人与汽车，拥有在复杂环境下的超强适应力。这种模式下纯视觉方案结合端到端神经网络，摒弃了传统的模块化设计，致力于实现从传感器输入到直接生成动作指令的跨越，旨在让机器人和车辆在复杂的非结构化环境中，拥有更强的极限适应能力。</p>\n<p>在成本控制层面，特斯拉也在试图将其在汽车制造领域的经验，转变成降低人形机器人成本的密钥。比如，特斯拉CEO马斯克雄心勃勃地表示，人形机器人的目标将压缩至2万美元以下，并对外宣称“机器人数量未来超过人类”。言下之意，机器人注定将会大规模普及，既然如此特斯拉要做的就是加速这一时代的到来，按照以往特斯拉汽车的发展经验，只有将机器人的成本降低到一个人人可接受的范围之内，才能最终推动这个时代的到来。</p>\n<p>当然，特斯拉想要实现这一困局，面临的实质性困难并不少，首当其冲的就是本土化的困境。</p>\n<p>此前FSD因无法适应中国交通规则而迟迟未落地，导致Optimus算法训练数据匮乏，在中国市场面临来自中国友商的挑战。这一困境直接导致Optimus在中国市场缺乏足够的算法训练数据，使其在面对中国特色场景时，可能出现“水土不服”的情况。</p>\n<p>与此同时，在中国市场，特斯拉还面临着来自华为、比亚迪等本土巨头的激烈竞争。此外，端到端模型的“黑箱”特性，容易引发安全性质疑，若无法通过中美监管审查，特斯拉的人形机器人量产计划，可能遭受重挫。</p>\n<p><strong>比亚迪：成本屠夫的“供应链降维打击”</strong></p>\n<p>区别于华为和特斯拉，号称成本屠夫的比亚迪，在制造机器人方面显然有着自己的一套逻辑，垂直整合强项自然成了其进军人形机器人领域的一大有力抓手。</p>\n<p>首先，比亚迪在汽车制造领域的垂直整合能力，可以迁移到人形机器人领域。比亚迪在新能源汽车领域多年耕耘，积累了极为强大的直整合能力，这是其机器人战略的一大核心优势。在关键零部件方面，电机、电控、电池均实现自主研发生产。以电池为例，比亚迪自主研发的磷酸铁锂电池，尤其是刀片电池，凭借高安全性、长循环寿命以及成本优势，不仅在电动汽车领域广泛应用，更为机器人提供了稳定可靠的能源解决方案。在电机和电控系统上，其自主研发的永磁同步电机具备高效、轻量化和高功率密度的特性，搭配高度集成、智能化且安全性高的电控系统，为机器人赋予了强劲动力与精准控制能力。</p>\n<p>在减速器这一关键零部件上，比亚迪展现出突出的成本控制能力。<a href=\"https://laohu8.com/S/HLIT\">谐波</a>减速器成本比日系品牌低40%，行星滚柱丝杠成本降低30%。据市场数据显示，日系品牌的谐波减速器在高端应用场景下单价可达数千元，而比亚迪通过优化生产工艺、整合供应链等方式，将成本大幅降低 ，使得其在价格敏感型市场极具竞争力。</p>\n<p>其次，就应用场景来说，比亚迪本身就身处工业制造领域，其机器人产品可以优先应用于自身的产品制造。比如，目前比亚迪的类人形机器人，已在自有工厂用于装配与搬运，目前已投入使用的机器人数量逐步增加，在实际生产中不断优化升级。这些机器人能够适应工厂内复杂的生产环境，承担起重复性、高强度的工作任务，在提高生产效率的同时，也保证了生产的稳定性和产品质量的一致性。</p>\n<p>并且，比亚迪未来将机器人单价瞄准20万元以下，这一极具吸引力的价格定位，将主攻中小制造业企业市场。不过，比亚迪在技术上也存在短板，算法依赖Momenta、华为，感知层采用第三方方案，在高端市场可能沦为“代工之王”，其低毛利模式依赖持续扩产支撑，暗藏风险。</p>\n<p><strong>供应链暗战：谁掌控“关节”与“神经”，谁主宰未来</strong></p>\n<p>从行业来看，人形机器人的竞争本质，是核心零部件的军备竞赛。在减速器与丝杠领域，特斯拉供应链企业<a href=\"https://laohu8.com/S/603667\">五洲新春</a>，已实现谐波减速器量产，华为的升腾系列芯片则在算力方面表现突出，升腾910基于自研的达芬奇架构3D Cube技术，半精度算力达到320 TFLOPS ，整数精度算力达到640 TOPS，在人工智能计算领域具有很强的竞争力，为华为在机器人和智能驾驶领域的布局提供了坚实的算力基础。而比亚迪在传感器与芯片上依赖外部供应商，这使其在供应链的稳定性和技术自主性上面临风险。</p>\n<p>传感器与芯片是机器人感知外界环境并做出决策的“神经”与“大脑”。特斯拉采用自研的Dojo芯片，通过强大的算力为机器人的智能算法提供支持，让机器人在复杂环境下能快速处理大量数据，做出精准决策。</p>\n<p>在国产替代的进程中，6轴传感器、电子皮肤等关键部件虽在加速发展，但在高精度场景下，仍被博世、基恩士等国际巨头垄断。例如在工业检测、医疗手术辅助等对传感器精度要求极高的场景中，博世等企业的产品凭借多年的技术沉淀和市场口碑，占据了主导地位，国产产品要突破这一局面，还需在技术研发、产品质量和品牌建设上不断努力。</p>\n<p>灵巧手与运动控制决定了机器人操作的精准度和灵活性。特斯拉展示的12自由度灵巧手，能够完成如抓握、拧转等复杂动作，使其在人机协作、精细操作场景中更具优势。华为联合乐聚机器人开发仿生关节，通过整合双方在技术和研发上的优势，探索更灵活、更高效的运动控制解决方案，为机器人在复杂环境下的运动提供了更多可能。比亚迪则聚焦于基础功能的优化，不断提升机器人在搬运、装配等基础任务中的稳定性和可靠性。</p>\n<p>目前国内企业在技术路线上与国际存在差异，尚未形成统一标准。长远来看，人形机器人的战争，是技术深度、制造效率、生态广度的三维绞杀。华为的全栈可控、特斯拉的算法信仰、比亚迪的成本屠刀，代表了不同的产业哲学，长期来看唯有掌握核心技术和产业链话语权的玩家，才有望引领潮流。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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华为、比亚迪、特斯拉齐聚机器人赛道：谁将称霸人形机器人未来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-24 17:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/251464><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜蛇眼财经v\n\n2025年，全球人形机器人产业迎来关键转折点，行业格局正经历着前所未有的变革。特斯拉CEO马斯克“年产10亿台机器人”的豪言仍在耳畔回响，华为、比亚迪等中国科技与制造业巨头，已悄然完成技术布局。\n蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新...</p>\n\n<a href=\"https://www.lanjinger.com/d/251464\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4346e48ef893288058a5f66815826cbd","relate_stocks":{"TSLA":"特斯拉","01211":"比亚迪股份-一百"},"source_url":"https://www.lanjinger.com/d/251464","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513791011","content_text":"文｜蛇眼财经v\n\n2025年，全球人形机器人产业迎来关键转折点，行业格局正经历着前所未有的变革。特斯拉CEO马斯克“年产10亿台机器人”的豪言仍在耳畔回响，华为、比亚迪等中国科技与制造业巨头，已悄然完成技术布局。\n蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新解决方案，这一切都在推动机器人在今年走入商用元年。\n2025人形机器人开启商用元年\n2025年被视作人形机器人商业化元年，这一赛道的爆发不仅是技术的飞跃，更是全球制造业格局的重塑。国金证券预测，2027年人形机器人可能进入大规模普及阶段。从数据来看，全球市场规模预计从2024年的21.58亿元（中国）大幅跃升至2030年的380亿元，复合增长率超61%。而在这背后来自资本、政策的多重推动，也让机器人行业坐上了高速列车。\n首先，机器人行业受到资本市场前所未有的热捧。比如，一家为华为、特斯拉、比亚迪供货的零部件企业，近期获79家机构抢筹21亿元。与此同时工业机器人、服务机器人、特种机器人和其他机器人等多种类型机器人概念爆发，受到了各类资本的一直青睐，在国内外的整个资本市场中，相关的机器人指数更是呈现出水涨船高的情况。\n其次，利好政策不断出台，让人形机器人从科幻概念迅速演变为万亿级产业风口。中国《人形机器人创新发展指导意见》及地方政策密集出台，工信部在《人形机器人创新发展指导意见》中明确，2025年初步建立创新体系，2027年综合实力达到国际先进水平。此外，北京、上海、深圳等地相继推出地方性支持政策，通过资金引导、场景开放、产业链整合等措施加速产业集聚。\n政策推动下，国内已形成覆盖“零部件-整机-应用”的全产业链布局。例如，华为联合超百家企业搭建具身智能生态圈，并在深圳设立全球创新中心；特斯拉、优必选等头部企业通过技术合作与示范项目，带动上下游协同发展。\n与此同时，一些高危领域的机器人应用已经走进现实，正式开始大规模商用。比如在江苏苏州，公布的财报中，江苏的减振器在2021年的总销量达到了250,000部，是2020年的两倍以上。不难预计，今年随着新技术的不断应用融合，国内各类机器人的商用速度还将进一步加快。\n华为：全栈技术+生态联盟，打造“机器人安卓”\n作为国内ICT产业龙头，华为延续其“根技术+生态聚合”的战略逻辑，在机器人领域构建起强大的竞争力。在根技术层面，华为凭借在人工智能、算法、芯片以及通信技术等多领域的深厚积累，为机器人赋予了“智慧的大脑”与“敏捷的神经”。\n技术上，华为实现了从感知到决策的全栈能力，自研升腾AI芯片、192线激光雷达（探测距离250米）、端到端与规则模型融合算法。生态方面，华为联合乐聚机器人、兆威机电等超百家企业，覆盖减速器、执行器、云平台，形成完整的产业链条。\n通过提供标准化的接口与开发平台，降低了行业创新门槛，吸引众多合作伙伴共同参与机器人的研发与应用拓展。这不仅加速了机器人技术的迭代升级，更让不同领域的创新成果在华为搭建的生态舞台上相互碰撞、融合，催生出丰富多样的机器人应用场景，如智慧工厂中的智能协作机器人、智慧物流中的仓储分拣机器人以及智慧医疗中的辅助诊疗机器人等，全面推动机器人产业迈向新的发展高度 ，在全球机器人赛道上持续领航。\n在场景应用上，华为通过5.5G网络实现远程操控与群体智能调度，主攻矿山、港口等封闭场景，定价超百万元，以技术溢价锁定高端市场。在矿山领域，华为与大型矿业集团合作，实现了无人采矿作业的高效运行，作业响应时间从传统方式的数秒缩短至毫秒级，极大提升了作业效率，设备年运行时长增加了20%，达到8000小时以上，每年可多开采矿石数百万吨。在港口场景，华为的智能调度系统大显身手，通过智能调度将港口内的自动化岸桥、场桥和集卡协同作业更加流畅，集装箱装卸效率提升了30%。\n与此同时，华为在东莞产业园投入72亿元，2025年量产目标直指工业与特种领域，其“云-边-端”协同架构有望成为行业标准，为其在高端市场的持续领先奠定基础。\n特斯拉：端到端大模型的“激进赌局”\n与华为不同，特斯拉Optimus的核心逻辑与FSD（完全自动驾驶）同源，采用极简硬件+极复杂算法的模式。尤其是端到端大模型的应用，已然成为行业焦点，而这一技术在特斯拉Optimus人形机器人上的延伸，更是引发了广泛关注与激烈讨论。\n从技术上来看，特斯拉人形机器人与FSD的同源，能够充分使用现有技术成果，让机器人与汽车，拥有在复杂环境下的超强适应力。这种模式下纯视觉方案结合端到端神经网络，摒弃了传统的模块化设计，致力于实现从传感器输入到直接生成动作指令的跨越，旨在让机器人和车辆在复杂的非结构化环境中，拥有更强的极限适应能力。\n在成本控制层面，特斯拉也在试图将其在汽车制造领域的经验，转变成降低人形机器人成本的密钥。比如，特斯拉CEO马斯克雄心勃勃地表示，人形机器人的目标将压缩至2万美元以下，并对外宣称“机器人数量未来超过人类”。言下之意，机器人注定将会大规模普及，既然如此特斯拉要做的就是加速这一时代的到来，按照以往特斯拉汽车的发展经验，只有将机器人的成本降低到一个人人可接受的范围之内，才能最终推动这个时代的到来。\n当然，特斯拉想要实现这一困局，面临的实质性困难并不少，首当其冲的就是本土化的困境。\n此前FSD因无法适应中国交通规则而迟迟未落地，导致Optimus算法训练数据匮乏，在中国市场面临来自中国友商的挑战。这一困境直接导致Optimus在中国市场缺乏足够的算法训练数据，使其在面对中国特色场景时，可能出现“水土不服”的情况。\n与此同时，在中国市场，特斯拉还面临着来自华为、比亚迪等本土巨头的激烈竞争。此外，端到端模型的“黑箱”特性，容易引发安全性质疑，若无法通过中美监管审查，特斯拉的人形机器人量产计划，可能遭受重挫。\n比亚迪：成本屠夫的“供应链降维打击”\n区别于华为和特斯拉，号称成本屠夫的比亚迪，在制造机器人方面显然有着自己的一套逻辑，垂直整合强项自然成了其进军人形机器人领域的一大有力抓手。\n首先，比亚迪在汽车制造领域的垂直整合能力，可以迁移到人形机器人领域。比亚迪在新能源汽车领域多年耕耘，积累了极为强大的直整合能力，这是其机器人战略的一大核心优势。在关键零部件方面，电机、电控、电池均实现自主研发生产。以电池为例，比亚迪自主研发的磷酸铁锂电池，尤其是刀片电池，凭借高安全性、长循环寿命以及成本优势，不仅在电动汽车领域广泛应用，更为机器人提供了稳定可靠的能源解决方案。在电机和电控系统上，其自主研发的永磁同步电机具备高效、轻量化和高功率密度的特性，搭配高度集成、智能化且安全性高的电控系统，为机器人赋予了强劲动力与精准控制能力。\n在减速器这一关键零部件上，比亚迪展现出突出的成本控制能力。谐波减速器成本比日系品牌低40%，行星滚柱丝杠成本降低30%。据市场数据显示，日系品牌的谐波减速器在高端应用场景下单价可达数千元，而比亚迪通过优化生产工艺、整合供应链等方式，将成本大幅降低 ，使得其在价格敏感型市场极具竞争力。\n其次，就应用场景来说，比亚迪本身就身处工业制造领域，其机器人产品可以优先应用于自身的产品制造。比如，目前比亚迪的类人形机器人，已在自有工厂用于装配与搬运，目前已投入使用的机器人数量逐步增加，在实际生产中不断优化升级。这些机器人能够适应工厂内复杂的生产环境，承担起重复性、高强度的工作任务，在提高生产效率的同时，也保证了生产的稳定性和产品质量的一致性。\n并且，比亚迪未来将机器人单价瞄准20万元以下，这一极具吸引力的价格定位，将主攻中小制造业企业市场。不过，比亚迪在技术上也存在短板，算法依赖Momenta、华为，感知层采用第三方方案，在高端市场可能沦为“代工之王”，其低毛利模式依赖持续扩产支撑，暗藏风险。\n供应链暗战：谁掌控“关节”与“神经”，谁主宰未来\n从行业来看，人形机器人的竞争本质，是核心零部件的军备竞赛。在减速器与丝杠领域，特斯拉供应链企业五洲新春，已实现谐波减速器量产，华为的升腾系列芯片则在算力方面表现突出，升腾910基于自研的达芬奇架构3D Cube技术，半精度算力达到320 TFLOPS ，整数精度算力达到640 TOPS，在人工智能计算领域具有很强的竞争力，为华为在机器人和智能驾驶领域的布局提供了坚实的算力基础。而比亚迪在传感器与芯片上依赖外部供应商，这使其在供应链的稳定性和技术自主性上面临风险。\n传感器与芯片是机器人感知外界环境并做出决策的“神经”与“大脑”。特斯拉采用自研的Dojo芯片，通过强大的算力为机器人的智能算法提供支持，让机器人在复杂环境下能快速处理大量数据，做出精准决策。\n在国产替代的进程中，6轴传感器、电子皮肤等关键部件虽在加速发展，但在高精度场景下，仍被博世、基恩士等国际巨头垄断。例如在工业检测、医疗手术辅助等对传感器精度要求极高的场景中，博世等企业的产品凭借多年的技术沉淀和市场口碑，占据了主导地位，国产产品要突破这一局面，还需在技术研发、产品质量和品牌建设上不断努力。\n灵巧手与运动控制决定了机器人操作的精准度和灵活性。特斯拉展示的12自由度灵巧手，能够完成如抓握、拧转等复杂动作，使其在人机协作、精细操作场景中更具优势。华为联合乐聚机器人开发仿生关节，通过整合双方在技术和研发上的优势，探索更灵活、更高效的运动控制解决方案，为机器人在复杂环境下的运动提供了更多可能。比亚迪则聚焦于基础功能的优化，不断提升机器人在搬运、装配等基础任务中的稳定性和可靠性。\n目前国内企业在技术路线上与国际存在差异，尚未形成统一标准。长远来看，人形机器人的战争，是技术深度、制造效率、生态广度的三维绞杀。华为的全栈可控、特斯拉的算法信仰、比亚迪的成本屠刀，代表了不同的产业哲学，长期来看唯有掌握核心技术和产业链话语权的玩家，才有望引领潮流。","news_type":1,"symbols_score_info":{"01211":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428011934503384,"gmtCreate":1745515559366,"gmtModify":1745515560721,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"<a 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有没有7块多买入，一直没卖的？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/428011934503384","isVote":1,"tweetType":1,"viewCount":3047,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193034873877942","authorId":"4193034873877942","name":"常清静","avatar":"https://static.tigerbbs.com/23d09c357eb251788dd0e849cb06b561","crmLevel":1,"crmLevelSwitch":0,"idStr":"4193034873877942","authorIdStr":"4193034873877942"},"content":"有啊，我啊","text":"有啊，我啊","html":"有啊，我啊"},{"author":{"id":"4204519708144622","authorId":"4204519708144622","name":"Big2x","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4204519708144622","authorIdStr":"4204519708144622"},"content":"已经拉空我了，我要开始做多了","text":"已经拉空我了，我要开始做多了","html":"已经拉空我了，我要开始做多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348876136702232,"gmtCreate":1726202305888,"gmtModify":1726202308077,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"东子好哥们[财迷]&nbsp;&nbsp;","listText":"东子好哥们[财迷]&nbsp;&nbsp;","text":"东子好哥们[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348876136702232","repostId":"1104379954","repostType":4,"repost":{"id":"1104379954","kind":"news","pubTimestamp":1726201630,"share":"https://www.laohu8.com/m/news/1104379954?lang=&edition=full","pubTime":"2024-09-13 12:27","market":"hk","language":"zh","title":"京东集团再次启动加薪，将用两年时间实现20薪","url":"https://stock-news.laohu8.com/highlight/detail?id=1104379954","media":"新浪科技","summary":"过去三年来，京东连续提升员工薪酬水平。","content":"<html><head></head><body><p>京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：<strong>自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。</strong></p><p style=\"text-align: start;\">官方表示，过去三年来，京东集团连续提升员工的薪酬水平：</p><p style=\"text-align: start;\">2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。</p><p style=\"text-align: start;\">2024年1月1日起，京东采销等一线业务人员的年固定薪酬大幅上涨近100%，2024年初京东零售全员平均加薪不低于20%。</p><p style=\"text-align: start;\">2024年2月1日起，超2万名京东一线客服员工实现全年平均薪酬上涨超过30%。</p><p style=\"text-align: start;\">2024年7月1日起，通过一年半时间，京东采销年度固定薪酬由16薪提升至20薪，业绩激励上不封顶。</p><p style=\"text-align: start;\">2024年8月，京东2025校园招聘全球启动，开放1.8万个岗位，同时将校招生薪酬再次大幅上调。（罗宁）</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东集团再次启动加薪，将用两年时间实现20薪</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东集团再次启动加薪，将用两年时间实现20薪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 12:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。官方表示，过去三年来，京东集团连续提升员工的薪酬水平：2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。2024年1月1日起，京东采销等一线...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104379954","content_text":"京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。官方表示，过去三年来，京东集团连续提升员工的薪酬水平：2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。2024年1月1日起，京东采销等一线业务人员的年固定薪酬大幅上涨近100%，2024年初京东零售全员平均加薪不低于20%。2024年2月1日起，超2万名京东一线客服员工实现全年平均薪酬上涨超过30%。2024年7月1日起，通过一年半时间，京东采销年度固定薪酬由16薪提升至20薪，业绩激励上不封顶。2024年8月，京东2025校园招聘全球启动，开放1.8万个岗位，同时将校招生薪酬再次大幅上调。（罗宁）","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397150143812048,"gmtCreate":1737982649815,"gmtModify":1737984106662,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","listText":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","text":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","images":[{"img":"https://static.tigerbbs.com/d556e4eeda64edd4d73a039f55ab5553"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/397150143812048","repostId":"1186521106","repostType":4,"repost":{"id":"1186521106","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737979736,"share":"https://www.laohu8.com/m/news/1186521106?lang=&edition=full","pubTime":"2025-01-27 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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>“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186521106","content_text":"周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473934045378525","authorId":"3473934045378525","name":"质变引起量变","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3473934045378525","authorIdStr":"3473934045378525"},"content":"深度思考模式开启下","text":"深度思考模式开启下","html":"深度思考模式开启下"},{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"content":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]","text":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]","html":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":492560179282352,"gmtCreate":1761274815586,"gmtModify":1761275949827,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492560179282352","repostId":"2577551702","repostType":2,"repost":{"id":"2577551702","kind":"news","pubTimestamp":1761268969,"share":"https://www.laohu8.com/m/news/2577551702?lang=&edition=full","pubTime":"2025-10-24 09:22","market":"hk","language":"zh","title":"比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2577551702","media":"今晚报","summary":"比亚迪连续四季度纯电车型销量超过特斯拉海外市场突飞猛进，全球化战略全面奏效今年1-9月，比亚迪海外销量突破70万辆。8月比亚迪品牌在全球多国销量超过特斯拉比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。","content":"<html><body><article><p>2025年第三季度，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>再度在全球纯电汽车市场上领先<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。根据官方产销快报和特斯拉第三季度季报，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>单季度领先85423辆。</p><p>这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达326万台，纯电车型贡献核心份额，占比49.26%，销量近160.6万台。</p><p>最近，彭博社分析师预测，比亚迪今年将以较大优势超越特斯拉。比亚迪预计将交付约217万辆纯电动汽车，而对特斯拉的平均预估为161万辆。</p><img src=\"https://inews.gtimg.com/om_bt/OEFd0QtLgMFnQ0LNWjcjt3TQJ3mEJlc6T6D7YTDYjJP5kAA/0\"/><p>比亚迪连续四季度纯电车型销量超过特斯拉</p><p>海外市场突飞猛进，全球化战略全面奏效</p><p>今年1-9月，比亚迪海外销量突破70万辆。据<a href=\"https://laohu8.com/S/BITA\">易车</a>数据显示，2025年8月，比亚迪在西班牙、法国、意大利、爱尔兰、葡萄牙、奥地利等欧洲国家，以及新加坡、泰国、马来西亚等东南亚国家，销量均超过了特斯拉。</p><img src=\"https://inews.gtimg.com/om_bt/O1vuK1VWQDKwli99ewYojVI_Xnjwg8qq_hJpA7wgtaE3oAA/0\"/><p>8月比亚迪品牌在全球多国销量超过特斯拉</p><p>比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。一方面，其覆盖不同价位段的多元化车型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，精准匹配了全球各地消费者的差异化需求；另一方面，从推进本地化生产，到适配各国政策，再到搭建完善的服务网络，这一系列举措形成了协同效应，共同为比亚迪品牌出海保驾护航。正是这些策略的有效落地，让比亚迪在海外的发展步伐愈发稳健。截至目前，比亚迪新能源汽车足迹已遍布116个国家和地区。</p><p>全球电动车格局加速重塑</p><p>当下，全球电动车行业正经历前所未有的格局重塑，技术迭代提速、市场竞争加剧、消费需求升级，旧有行业秩序不断被打破，新的竞争逻辑与市场格局加速形成。</p><p>在这场关乎未来出行的变革浪潮中，比亚迪不再是跟随者，而是以扎实的技术积累与前瞻性布局，不断在国际市场赢得话语权，成为推动新秩序建立的关键力量，这正是中国汽车工业以充满底气与自信的姿态，向世界展现中国智造的实力与魅力的缩影。</p><p>（推广）</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>比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑</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比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 09:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b><strong>今晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年第三季度，比亚迪再度在全球纯电汽车市场上领先特斯拉。根据官方产销快报和特斯拉第三季度季报，比亚迪第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，比亚迪单季度领先85423辆。这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1610":"ETF&股票定投概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BYDDY":"比亚迪ADR","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK1607":"新IT概念","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) 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13:04","market":"uk","language":"zh","title":"“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2580420875","media":"Blockbeats","summary":"BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件","content":"<html><body><div><p>BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。</p><p>13F 文件中披露，该基金 80% 仓位为英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 看跌期权，持有的 Palantir 看跌期权名义金额高达 9.12 亿美元（相当于 500 万股），而 <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> 看跌期权名义金额为 1.86 亿美元。</p></div></body></html>","source":"theblockbeats_zh_live","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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公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。13F 文件中披露，该基金 80% 仓位为英伟达和 Palantir 看跌期权，持有的 Palantir 看跌期权名义金额高...</p>\n\n<a href=\"https://www.theblockbeats.info//flash/318996\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","NVDD":"Direxion Daily NVDA Bear 1X Shares","3NVD.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","NVDL":"GraniteShares 2x Long NVDA Daily ETF","PLTR":"Palantir Technologies Inc.","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) 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[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/492099623784488","repostId":"2577638368","repostType":2,"repost":{"id":"2577638368","kind":"news","pubTimestamp":1761085022,"share":"https://www.laohu8.com/m/news/2577638368?lang=&edition=full","pubTime":"2025-10-22 06:17","market":"us","language":"zh","title":"马斯克“万亿美元”薪酬方案的背后","url":"https://stock-news.laohu8.com/highlight/detail?id=2577638368","media":"财经早餐","summary":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德力挺埃隆·马斯克的“天价”薪酬方案。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251022061907191v206iv95h5x6440\"/><p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。</p><p>这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。</p><p>最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。</p><p>ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”</p><p>“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （<span>EBITDA</span>）增长率的可能性吗？”她补充道。</p><p>9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。</p><p>当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。</p><p>此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。</p><p>先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？</p><p>特斯拉股权之争</p><p>首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。</p><p>在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的<span>指数基金</span>，认为这些都是美国资本市场中的体系性问题。</p><p>伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。</p><p>不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。</p><p>凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。</p><p>指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。</p><p>“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。</p><p>当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。</p><p>至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。</p><p>当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。</p><p>“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。</p><p>凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。</p><p>作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。</p><p>当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。</p><p>底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。</p><p>而凯西·伍德的发言可能代表这些散户中很多人的心声：</p><p>“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”</p><p>特斯拉的最新进展</p><p>据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。</p><p>据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。</p><p>特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。</p><p>在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。</p><p>特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。</p><p>在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad Max驾驶模式。该模式相较于“快速”模式，能够更频繁果断地变道，以最快的速度穿梭于车流中，是最激进的FSD模式。</p><p>特斯拉人工智能负责人指出，Mad Max模式专为应对日间拥堵交通而设计。本月18号，马斯克在社交媒体平台上确认，特斯拉将在FSD v14.2的更新中全面推广全自动驾驶FSD V14系统。</p><p>此外，马斯克此前表示，第三代特斯拉人形机器人预计于2025年年底推出，将具备类似人类的精细操作能力。</p><p>从“木头姐”最新的言论中可推测，智能辅助驾驶、人形机器人、Robotaxi服务以及这些技术的融合，将是特斯拉未来的重要看点。而今年余下时间中，特斯拉能否在上述领域保持稳步前进，就是重要的风向标。</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>马斯克“万亿美元”薪酬方案的背后</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马斯克“万亿美元”薪酬方案的背后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 06:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b><strong>财经早餐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4612":"AI芯片","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577638368","content_text":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （EBITDA）增长率的可能性吗？”她补充道。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？特斯拉股权之争首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的指数基金，认为这些都是美国资本市场中的体系性问题。伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是贝莱德这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。而凯西·伍德的发言可能代表这些散户中很多人的心声：“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”特斯拉的最新进展据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad 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今晚空头注定拉爆！下周暴力拉升到130！！然后再回调3到5个点，再到140+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/416019592716736","isVote":1,"tweetType":1,"viewCount":4600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"要涨早涨起来了 连续一周都反弹不起来","text":"要涨早涨起来了 连续一周都反弹不起来","html":"要涨早涨起来了 连续一周都反弹不起来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397150194897008,"gmtCreate":1737982808447,"gmtModify":1737984108321,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","listText":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","text":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","images":[{"img":"https://static.tigerbbs.com/d556e4eeda64edd4d73a039f55ab5553"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/397150194897008","repostId":"1159477718","repostType":2,"repost":{"id":"1159477718","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737969055,"share":"https://www.laohu8.com/m/news/1159477718?lang=&edition=full","pubTime":"2025-01-27 17:10","market":"us","language":"zh","title":"盘前异动丨DeepSeek震动美股，英伟达、博通、阿斯麦大跌，金山云拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1159477718","media":"老虎资讯综合","summary":"本周，超级财报周来袭！","content":"<html><head></head><body><p>1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c7fd4eeb261fd91d54ff97d0e54e82\" title=\"\" tg-width=\"1406\" tg-height=\"695\"/></p><p>本周，超级财报周来袭！<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\" title=\"苹果\" class=\"\">苹果</a>、<a href=\"https://laohu8.com/S/META\" title=\"Meta Platforms\" class=\"\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。</p><p>芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/927dd48a6698384ca22744177fd3cd84\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523f9bf48eb8aa6347af1365afeab758\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03755eecc83fffe5657395065235715\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faf6874a76dc57300585b70c548b6eae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee26a2c7eea8603e58e70fdb56d73c53\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd39e9aeccf239a4d22d6f87b78ac8ff\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。</p><p>无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。</p><p>受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff6b5b9742c2260fe6163a0894a2ff5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。</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>盘前异动丨DeepSeek震动美股，英伟达、博通、阿斯麦大跌，金山云拉升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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盘前异动丨DeepSeek震动美股，英伟达、博通、阿斯麦大跌，金山云拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-27 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c7fd4eeb261fd91d54ff97d0e54e82\" title=\"\" tg-width=\"1406\" tg-height=\"695\"/></p><p>本周，超级财报周来袭！<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\" title=\"苹果\" class=\"\">苹果</a>、<a href=\"https://laohu8.com/S/META\" title=\"Meta Platforms\" class=\"\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。</p><p>芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/927dd48a6698384ca22744177fd3cd84\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523f9bf48eb8aa6347af1365afeab758\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03755eecc83fffe5657395065235715\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faf6874a76dc57300585b70c548b6eae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee26a2c7eea8603e58e70fdb56d73c53\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd39e9aeccf239a4d22d6f87b78ac8ff\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。</p><p>无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。</p><p>受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff6b5b9742c2260fe6163a0894a2ff5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c4e1ff8a8f3ef9b71959d07d4048d2e","relate_stocks":{"NVDA":"英伟达","KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159477718","content_text":"1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。本周，超级财报周来袭！特斯拉、苹果、Meta Platforms、微软等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。","news_type":1,"symbols_score_info":{"KC":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496310087653607","authorId":"3496310087653607","name":"投资者123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496310087653607","authorIdStr":"3496310087653607"},"content":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点","text":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点","html":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364891521728640,"gmtCreate":1730128386226,"gmtModify":1730129606329,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Oklo Inc.(OKLO)$","images":[{"img":"https://static.tigerbbs.com/71fa35d31c8e22255c9c1cd8c32c96df","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364891521728640","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":416975251152904,"gmtCreate":1742820218997,"gmtModify":1742871619838,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a> 获利了结！等待低位再买入[笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a> 获利了结！等待低位再买入[笑哭]&nbsp;&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 获利了结！等待低位再买入[笑哭]","images":[{"img":"https://static.tigerbbs.com/d25053656e98ab319edd3795ea45544c","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/416975251152904","isVote":1,"tweetType":1,"viewCount":7852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4108280477106530","authorIdStr":"4108280477106530"},"content":"牛啊，低点是什么地方","text":"牛啊，低点是什么地方","html":"牛啊，低点是什么地方"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}