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活出价值
03-12
就是特朗普的一条犬
抱歉,原内容已删除
活出价值
03-11
$特斯拉(TSLA)$
太好了!乌克兰加油!!!正义必胜,马斯克这条犬会输的很惨[开心] [开心] [开心] [开心] [开心]
活出价值
03-11
$特斯拉(TSLA)$
马斯克这条特朗普的犬!会很惨~全球发达国家都在抵制马斯克的一切,一辆破电动车,欧洲早在几十年前玩剩下的,他捡起来又玩而已!还有那个破星链,德国已经取消星链合同了,人家不跟他玩了[开心] [开心] [开心]
活出价值
03-11
太好了!马斯克就是特朗普的一条犬!!!全球发达国家都在抵制马斯克的一切,加油!!
西雅图有4辆特斯拉Cybertruck被烧毁
活出价值
03-08
垃圾马斯克!!垃圾特斯拉!!为你俄罗斯爹加油去吧!!欧盟都在抵制你
抱歉,原内容已删除
活出价值
03-07
特朗普家的一条犬!!马斯克垃圾!
无惧近期诸多逆风!大摩、高盛仍看涨特斯拉
活出价值
03-07
太好啦!!垃圾马斯克,乌克兰必胜[开心]
美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌
活出价值
03-07
抵制马斯克!!抵制特斯拉!!垃圾马斯克呸!!!
美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。
活出价值
03-04
垃圾马斯克!!垃圾特朗普!
摩根士丹利:重新将特斯拉列为美国汽车首选股
活出价值
03-04
垃圾马斯克,垃圾特斯拉!我呸
马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。
活出价值
03-04
$特斯拉(TSLA)$
支持乌克兰!!抵制马斯克抵制特斯拉!
活出价值
03-04
$特斯拉(TSLA)$
垃圾马斯克,去他妈的特斯拉!老子不买了~呸呸呸!垃圾!!支持乌克兰抵制马斯克
活出价值
2020-07-15
$中芯国际(00981)$
那些基金持有中芯国际?
去老虎APP查看更多动态
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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":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","TSYW.SI":"TESLA 3xLongSG261006","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4551":"寇图资本持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4604":"机器人概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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INC"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2518272969","content_text":"【西雅图有4辆特斯拉Cybertruck被烧毁】金十数据3月11日讯,据美国哥伦比亚广播公司(CBS),当地时间周日深夜,在西雅图SoDo社区的一场大火中,四辆特斯拉Cybertruck被损坏或烧毁。西雅图消防部门尚未表示是否怀疑存在非法行为。这场火灾引发了人们的疑问,即它是否与西雅图和全美各地针对特斯拉老板埃隆·马斯克的抗议活动有关,这涉及他在特朗普政府中所扮演的角色,他领导的政府效率部(DOGE)削减了超过6.2万个联邦工作岗位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410960531444328,"gmtCreate":1741365264629,"gmtModify":1741365277057,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"垃圾马斯克!!垃圾特斯拉!!为你俄罗斯爹加油去吧!!欧盟都在抵制你","listText":"垃圾马斯克!!垃圾特斯拉!!为你俄罗斯爹加油去吧!!欧盟都在抵制你","text":"垃圾马斯克!!垃圾特斯拉!!为你俄罗斯爹加油去吧!!欧盟都在抵制你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410960531444328","repostId":"2517480853","repostType":2,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410689478721656,"gmtCreate":1741294251984,"gmtModify":1741297650856,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"特朗普家的一条犬!!马斯克垃圾!","listText":"特朗普家的一条犬!!马斯克垃圾!","text":"特朗普家的一条犬!!马斯克垃圾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410689478721656","repostId":"2517133382","repostType":2,"repost":{"id":"2517133382","kind":"news","pubTimestamp":1741250274,"share":"https://www.laohu8.com/m/news/2517133382?lang=&edition=full","pubTime":"2025-03-06 16:37","market":"sh","language":"zh","title":"无惧近期诸多逆风!大摩、高盛仍看涨特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2517133382","media":"智通财经","summary":"智通财经APP获悉,特斯拉近来麻烦不断!不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场将进一步拓宽。大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。高盛还讨论了特斯拉在FSD方面的进展。","content":"<html><head></head><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/GS\">高盛</a>仍看涨特斯拉。其中,<strong>大摩重新将特斯拉列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选股”</strong>,目标价为430美元,意味着较当前股价有超过50%的上涨空间;且该行对特斯拉在牛市情形下的目标价更是高达800美元。高盛对特斯拉的目标价则为320美元,意味着较当前股价有近15%的上涨空间。</p><p>大摩:特斯拉将受益于“实体人工智能”主题</p><p>大摩在3月2日发布的研报中表示,特斯拉2025财年的汽车交付量可能同比下降,但这为投资者“创造了一个有吸引力的切入点”。大摩指出,今年到目前为止,特斯拉的汽车交付量基本上低于市场预期,但其市场叙事并没有发生特别的变化。<strong>特斯拉的汽车交付量下降标志着这家公司正从“纯汽车公司”转向高度多元化的人工智能和机器人公司。</strong></p><p>大摩表示:“随着我们继续分析人工智能和机器人技术的重叠部分,我们越来越清楚地认识到,人工智能中非汽车领域的商业机会可能比自动驾驶汽车大得多,采用速度也快得多。”该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场(TAM)将进一步拓宽。尽管这一过程可能充满波动且非线性,但该行认为,2025年将是投资者逐步认识并重估这些既有及新兴“实体人工智能”产业的一年,而特斯拉已在这一领域建立了重要的竞争优势。</p><p>大摩认为,人形机器人市场将获得更大的资金支持,而特斯拉正处于该市场的核心位置。该行称,尽管其基础和牛市情形分析中尚未纳入人形机器人业务,但该市场的发展已足以影响特斯拉股价。根据该行的计算,如果特斯拉的Optimus机器人能取代美国1%的劳动力市场,其估值可提升约100美元/股。</p><p>大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。该行预计,特斯拉将在2026年初推出“无人监督”的自动驾驶车队,但在其对特斯拉移动出行业务的预测中,并未假设自动驾驶车辆会在2030年前大规模普及。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。在其牛市情形分析中,实体人工智能的发展、而非汽车业务本身将成为特斯拉股价上行的核心驱动因素。</p><p>除了开始将特斯拉视为“实体人工智能”主题的代表之一外,市场对特斯拉储能业务的关注度也在上升。极端天气可能促使投资者关注那些能够解决气候和能源问题的公司。大摩认为,特斯拉储能业务的价值潜力甚至可能超过其汽车业务;特斯拉储能业务的毛利率约为汽车业务的两倍,预计2025年的部署量将增长50%。</p><p>大摩还指出,特斯拉的经常性服务收入预计将随着特斯拉已交付车辆的增长而增长(预计到2030年,特斯拉全球在运行车辆将达到2300万辆),且汽车售后及服务业务的利润率通常远高于整车销售利润率。此外,大摩表示,技术扩散(尤其是人工智能的最新进展)是美国制造业回流的主要推动因素,而特斯拉将在人工智能时代的美国制造业变革中发挥关键作用。</p><p>大摩补充称,可能为特斯拉股价带来积极催化的事件包括:将于6月在美国德克萨斯州奥斯汀市部署Robotaxi;可能在年底前举办“人工智能日”活动;2025年第二季度或第三季度推出低价车型;Optimus Gen 3人形机器人发布,并可能在特斯拉工厂内部署。</p><p>高盛:短期内面临基本面挑战 FSD收入增加将改善长期盈利能力</p><p><strong>高盛维持对特斯拉的“中性”股票评级。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。</strong>该行认为,特斯拉在短期内将面临严峻的基本面挑战,对该公司2025年每股收益的预期低于市场共识预期,但预计随着FSD软件收入的增加,特斯拉的盈利增长将在长期得到改善——尽管对特斯拉FSD的变现潜力持更平衡的看法。</p><p>高盛在3月4日发布的研报中指出,特斯拉在1月和2月的交付数据表现疲软,部分原因是Model Y的改款,另一部分原因则是整体需求比该行此前预期的更疲软。该行还指出,特斯拉在中国市场面临激烈的竞争。</p><p>高盛预计,受改款Model Y产能爬坡推动,特斯拉3月的交付表现将更为强劲。但整体而言,高盛目前预计,特斯拉2025年第一季度交付量将为37.5万辆,低于此前预计的39.9万辆,也低于市场共识预期的42.6万辆。</p><p>高盛还下调了对特斯拉2025-2027年的交付预期。该行预计,特斯拉2025年交付量将为191万辆(即同比增长7%),低于此前预期的196万辆(即同比增长10%);预计2026、2027年的交付量分别为225万辆和250万辆,低于此前预期的230万辆和260万辆。下调交付预测反映了该行对特斯拉现有车型需求下滑的预期,但部分被该行对即将推出的低价新车型更乐观的预期所抵消。该行还下调了对特斯拉2025/2026/2027年每股收益的预期,主要反映了较低的汽车交付量和储能业务毛利率下滑。</p><p>高盛还讨论了特斯拉在FSD(完全自动驾驶)方面的进展。该行认为,FSD v13相较于FSD v12有了显著提升,这有助于特斯拉在中长期内提高在美国市场的变现能力,特别是如果特斯拉能够将其提升至“脱眼驾驶(Eyes Off)”级别的能力。不过,在中国市场,多家竞争对手都提供了无需额外购买软件包的脱手高级驾驶辅助系统(ADAS),这表明特斯拉在中国市场变现FSD的难度更大。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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}\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无惧近期诸多逆风!大摩、高盛仍看涨特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 16:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1258528.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。其中,大摩重新将特斯拉列为美国汽车行业的“首选股”,目标价为430美元,意味着较...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258528.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA 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FOCUSED \"AC\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4504":"桥水持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4511":"特斯拉概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1258528.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517133382","content_text":"智通财经APP获悉,特斯拉(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。其中,大摩重新将特斯拉列为美国汽车行业的“首选股”,目标价为430美元,意味着较当前股价有超过50%的上涨空间;且该行对特斯拉在牛市情形下的目标价更是高达800美元。高盛对特斯拉的目标价则为320美元,意味着较当前股价有近15%的上涨空间。大摩:特斯拉将受益于“实体人工智能”主题大摩在3月2日发布的研报中表示,特斯拉2025财年的汽车交付量可能同比下降,但这为投资者“创造了一个有吸引力的切入点”。大摩指出,今年到目前为止,特斯拉的汽车交付量基本上低于市场预期,但其市场叙事并没有发生特别的变化。特斯拉的汽车交付量下降标志着这家公司正从“纯汽车公司”转向高度多元化的人工智能和机器人公司。大摩表示:“随着我们继续分析人工智能和机器人技术的重叠部分,我们越来越清楚地认识到,人工智能中非汽车领域的商业机会可能比自动驾驶汽车大得多,采用速度也快得多。”该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场(TAM)将进一步拓宽。尽管这一过程可能充满波动且非线性,但该行认为,2025年将是投资者逐步认识并重估这些既有及新兴“实体人工智能”产业的一年,而特斯拉已在这一领域建立了重要的竞争优势。大摩认为,人形机器人市场将获得更大的资金支持,而特斯拉正处于该市场的核心位置。该行称,尽管其基础和牛市情形分析中尚未纳入人形机器人业务,但该市场的发展已足以影响特斯拉股价。根据该行的计算,如果特斯拉的Optimus机器人能取代美国1%的劳动力市场,其估值可提升约100美元/股。大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。该行预计,特斯拉将在2026年初推出“无人监督”的自动驾驶车队,但在其对特斯拉移动出行业务的预测中,并未假设自动驾驶车辆会在2030年前大规模普及。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。在其牛市情形分析中,实体人工智能的发展、而非汽车业务本身将成为特斯拉股价上行的核心驱动因素。除了开始将特斯拉视为“实体人工智能”主题的代表之一外,市场对特斯拉储能业务的关注度也在上升。极端天气可能促使投资者关注那些能够解决气候和能源问题的公司。大摩认为,特斯拉储能业务的价值潜力甚至可能超过其汽车业务;特斯拉储能业务的毛利率约为汽车业务的两倍,预计2025年的部署量将增长50%。大摩还指出,特斯拉的经常性服务收入预计将随着特斯拉已交付车辆的增长而增长(预计到2030年,特斯拉全球在运行车辆将达到2300万辆),且汽车售后及服务业务的利润率通常远高于整车销售利润率。此外,大摩表示,技术扩散(尤其是人工智能的最新进展)是美国制造业回流的主要推动因素,而特斯拉将在人工智能时代的美国制造业变革中发挥关键作用。大摩补充称,可能为特斯拉股价带来积极催化的事件包括:将于6月在美国德克萨斯州奥斯汀市部署Robotaxi;可能在年底前举办“人工智能日”活动;2025年第二季度或第三季度推出低价车型;Optimus Gen 3人形机器人发布,并可能在特斯拉工厂内部署。高盛:短期内面临基本面挑战 FSD收入增加将改善长期盈利能力高盛维持对特斯拉的“中性”股票评级。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。该行认为,特斯拉在短期内将面临严峻的基本面挑战,对该公司2025年每股收益的预期低于市场共识预期,但预计随着FSD软件收入的增加,特斯拉的盈利增长将在长期得到改善——尽管对特斯拉FSD的变现潜力持更平衡的看法。高盛在3月4日发布的研报中指出,特斯拉在1月和2月的交付数据表现疲软,部分原因是Model Y的改款,另一部分原因则是整体需求比该行此前预期的更疲软。该行还指出,特斯拉在中国市场面临激烈的竞争。高盛预计,受改款Model Y产能爬坡推动,特斯拉3月的交付表现将更为强劲。但整体而言,高盛目前预计,特斯拉2025年第一季度交付量将为37.5万辆,低于此前预计的39.9万辆,也低于市场共识预期的42.6万辆。高盛还下调了对特斯拉2025-2027年的交付预期。该行预计,特斯拉2025年交付量将为191万辆(即同比增长7%),低于此前预期的196万辆(即同比增长10%);预计2026、2027年的交付量分别为225万辆和250万辆,低于此前预期的230万辆和260万辆。下调交付预测反映了该行对特斯拉现有车型需求下滑的预期,但部分被该行对即将推出的低价新车型更乐观的预期所抵消。该行还下调了对特斯拉2025/2026/2027年每股收益的预期,主要反映了较低的汽车交付量和储能业务毛利率下滑。高盛还讨论了特斯拉在FSD(完全自动驾驶)方面的进展。该行认为,FSD v13相较于FSD v12有了显著提升,这有助于特斯拉在中长期内提高在美国市场的变现能力,特别是如果特斯拉能够将其提升至“脱眼驾驶(Eyes Off)”级别的能力。不过,在中国市场,多家竞争对手都提供了无需额外购买软件包的脱手高级驾驶辅助系统(ADAS),这表明特斯拉在中国市场变现FSD的难度更大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410685908975968,"gmtCreate":1741293655334,"gmtModify":1741297652347,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"太好啦!!垃圾马斯克,乌克兰必胜[开心] ","listText":"太好啦!!垃圾马斯克,乌克兰必胜[开心] ","text":"太好啦!!垃圾马斯克,乌克兰必胜[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410685908975968","repostId":"2517612911","repostType":2,"repost":{"id":"2517612911","kind":"news","pubTimestamp":1741274400,"share":"https://www.laohu8.com/m/news/2517612911?lang=&edition=full","pubTime":"2025-03-06 23:20","market":"sg","language":"zh","title":"美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2517612911","media":"港股那点事","summary":"特斯拉(TSLA.US)盘初一度跌超5%,最低触及264.4美元。消息面上,近期公布的数据显示,特斯拉在全球多地的销量均出现暴跌。2月在中国的销量30688辆,同比下降49%,环比下降51.5%;在德国的销量为1429辆,同比骤降76%;在法国的销量2395辆,同比下降26%;在瑞典的销量为613辆,同比下降42%;在挪威的销量917辆,同比下降48%;在丹麦的销量509辆,同比下降48%。另外,Baird将特斯拉的目标价从440美元下调至370美元,维持“跑赢大市”评级。(格隆汇)\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)盘初一度跌超5%,最低触及264.4美元。消息面上,近期公布的数据显示,特斯拉在全球多地的销量均出现暴跌。2月在中国的销量30688辆,同比下降49%,环比下降51.5%;在德国的销量为1429辆,同比骤降76%;在法国的销量2395辆,同比下降26%;在瑞典的销量为613辆,同比下降42%;在挪威的销量917辆,同比下降48%;在丹麦的销量509辆,同比下降48%。</p><p cms-style=\"font-L\">另外,Baird将特斯拉的目标价从440美元下调至370美元,维持“跑赢大市”评级。(格隆汇)</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌</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美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 23:20 北京时间 <a href=https://finance.sina.com.cn/stock/bxjj/2025-03-06/doc-inenttpf0607421.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)盘初一度跌超5%,最低触及264.4美元。消息面上,近期公布的数据显示,特斯拉在全球多地的销量均出现暴跌。2月在中国的销量30688辆,同比下降49%,环比下降51.5%;在德国的销量为1429辆,同比骤降76%;在法国的销量2395辆,同比下降26%;在瑞典的销量为613辆,同比下降42%;在挪威的销量917辆,同比下降48%;在丹麦的销量509辆,同比下降48%。另外,...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-03-06/doc-inenttpf0607421.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4516":"特朗普概念","BK4592":"伊斯兰概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" 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大聪明[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410686886252808,"gmtCreate":1741293620975,"gmtModify":1741297652473,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"抵制马斯克!!抵制特斯拉!!垃圾马斯克呸!!!","listText":"抵制马斯克!!抵制特斯拉!!垃圾马斯克呸!!!","text":"抵制马斯克!!抵制特斯拉!!垃圾马斯克呸!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410686886252808","repostId":"2517934191","repostType":2,"repost":{"id":"2517934191","kind":"live","pubTimestamp":1741287643,"share":"https://www.laohu8.com/m/news/2517934191?lang=&edition=full","pubTime":"2025-03-07 03:00","market":"us","language":"zh","title":"美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517934191","media":"美港电讯","summary":"美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。","content":"<html><body><p>美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style 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ACC"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517934191","content_text":"美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409676369932872,"gmtCreate":1741028445984,"gmtModify":1741037887646,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"垃圾马斯克!!垃圾特朗普!","listText":"垃圾马斯克!!垃圾特朗普!","text":"垃圾马斯克!!垃圾特朗普!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409676369932872","repostId":"2516681532","repostType":2,"repost":{"id":"2516681532","kind":"live","pubTimestamp":1740999022,"share":"https://www.laohu8.com/m/news/2516681532?lang=&edition=full","pubTime":"2025-03-03 18:50","market":"us","language":"zh","title":"摩根士丹利:重新将特斯拉列为美国汽车首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516681532","media":"特来讯","summary":"转型逻辑:从“卖车”到“卖未来”。","content":"<html><head></head><body><p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。</p><p>这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。</p><p>目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。</p><p><strong>转型逻辑:从“卖车”到“卖未来”</strong></p><p><strong>汽车业务的短期阵痛</strong></p><p>近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。</p><p>但乔纳斯认为,这些困境是战略转型的必经之路。</p><p>特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。</p><p><strong>未被定价的 AI 与机器人价值</strong></p><p>摩根士丹利指出,特斯拉的技术复用能力是其最大优势。</p><p>自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 </p><p>具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 </p><p>供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。</p><p><strong>市场争议:分歧中的机会</strong></p><p><strong>看空者的担忧</strong></p><p>政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。</p><p>估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 </p><p><strong>看多者的反击</strong></p><p>乔纳斯团队提出三个反共识观点: </p><p>商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 </p><p>TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 </p><p>数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。</p><p>乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。</p><p>尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。</p><p>对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”</p></body></html>","source":"lsy1741030344050","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>摩根士丹利:重新将特斯拉列为美国汽车首选股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利:重新将特斯拉列为美国汽车首选股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 18:50 北京时间 <a href=https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw><strong>特来讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516681532","content_text":"3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖未来”汽车业务的短期阵痛近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。但乔纳斯认为,这些困境是战略转型的必经之路。特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。未被定价的 AI 与机器人价值摩根士丹利指出,特斯拉的技术复用能力是其最大优势。自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。市场争议:分歧中的机会看空者的担忧政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 看多者的反击乔纳斯团队提出三个反共识观点: 商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409676398809344,"gmtCreate":1741028378115,"gmtModify":1741037887691,"author":{"id":"3501132095994484","authorId":"3501132095994484","name":"活出价值","avatar":"https://static.tigerbbs.com/0609023ef4024ae35a635b67b7ffd4e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501132095994484","authorIdStr":"3501132095994484"},"themes":[],"htmlText":"垃圾马斯克,垃圾特斯拉!我呸","listText":"垃圾马斯克,垃圾特斯拉!我呸","text":"垃圾马斯克,垃圾特斯拉!我呸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409676398809344","repostId":"2516651595","repostType":2,"repost":{"id":"2516651595","kind":"live","pubTimestamp":1741024677,"share":"https://www.laohu8.com/m/news/2516651595?lang=&edition=full","pubTime":"2025-03-04 01:57","market":"hk","language":"zh","title":"马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516651595","media":"美港电讯","summary":"马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。","content":"<html><body><p>马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</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西雅图有4辆特斯拉Cybertruck被烧毁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-11 00:03 北京时间 <a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【西雅图有4辆特斯拉Cybertruck被烧毁】金十数据3月11日讯,据美国哥伦比亚广播公司(CBS),当地时间周日深夜,在西雅图SoDo社区的一场大火中,四辆特斯拉Cybertruck被损坏或烧毁。西雅图消防部门尚未表示是否怀疑存在非法行为。这场火灾引发了人们的疑问,即它是否与西雅图和全美各地针对特斯拉老板埃隆·马斯克的抗议活动有关,这涉及他在特朗普政府中所扮演的角色,他领导的政府效率部(...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","TSYW.SI":"TESLA 3xLongSG261006","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4551":"寇图资本持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4604":"机器人概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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","text":"太好啦!!垃圾马斯克,乌克兰必胜[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410685908975968","repostId":"2517612911","repostType":2,"repost":{"id":"2517612911","kind":"news","pubTimestamp":1741274400,"share":"https://www.laohu8.com/m/news/2517612911?lang=&edition=full","pubTime":"2025-03-06 23:20","market":"sg","language":"zh","title":"美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2517612911","media":"港股那点事","summary":"特斯拉(TSLA.US)盘初一度跌超5%,最低触及264.4美元。消息面上,近期公布的数据显示,特斯拉在全球多地的销量均出现暴跌。2月在中国的销量30688辆,同比下降49%,环比下降51.5%;在德国的销量为1429辆,同比骤降76%;在法国的销量2395辆,同比下降26%;在瑞典的销量为613辆,同比下降42%;在挪威的销量917辆,同比下降48%;在丹麦的销量509辆,同比下降48%。另外,Baird将特斯拉的目标价从440美元下调至370美元,维持“跑赢大市”评级。(格隆汇)\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)盘初一度跌超5%,最低触及264.4美元。消息面上,近期公布的数据显示,特斯拉在全球多地的销量均出现暴跌。2月在中国的销量30688辆,同比下降49%,环比下降51.5%;在德国的销量为1429辆,同比骤降76%;在法国的销量2395辆,同比下降26%;在瑞典的销量为613辆,同比下降42%;在挪威的销量917辆,同比下降48%;在丹麦的销量509辆,同比下降48%。</p><p cms-style=\"font-L\">另外,Baird将特斯拉的目标价从440美元下调至370美元,维持“跑赢大市”评级。(格隆汇)</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|特斯拉盘初一度跌超5% 2月在全球多地销量暴跌</title>\n<style 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href=\"https://finance.sina.com.cn/stock/bxjj/2025-03-06/doc-inenttpf0607421.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4516":"特朗普概念","BK4592":"伊斯兰概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" 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16:37","market":"sh","language":"zh","title":"无惧近期诸多逆风!大摩、高盛仍看涨特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2517133382","media":"智通财经","summary":"智通财经APP获悉,特斯拉近来麻烦不断!不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场将进一步拓宽。大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。高盛还讨论了特斯拉在FSD方面的进展。","content":"<html><head></head><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/GS\">高盛</a>仍看涨特斯拉。其中,<strong>大摩重新将特斯拉列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选股”</strong>,目标价为430美元,意味着较当前股价有超过50%的上涨空间;且该行对特斯拉在牛市情形下的目标价更是高达800美元。高盛对特斯拉的目标价则为320美元,意味着较当前股价有近15%的上涨空间。</p><p>大摩:特斯拉将受益于“实体人工智能”主题</p><p>大摩在3月2日发布的研报中表示,特斯拉2025财年的汽车交付量可能同比下降,但这为投资者“创造了一个有吸引力的切入点”。大摩指出,今年到目前为止,特斯拉的汽车交付量基本上低于市场预期,但其市场叙事并没有发生特别的变化。<strong>特斯拉的汽车交付量下降标志着这家公司正从“纯汽车公司”转向高度多元化的人工智能和机器人公司。</strong></p><p>大摩表示:“随着我们继续分析人工智能和机器人技术的重叠部分,我们越来越清楚地认识到,人工智能中非汽车领域的商业机会可能比自动驾驶汽车大得多,采用速度也快得多。”该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场(TAM)将进一步拓宽。尽管这一过程可能充满波动且非线性,但该行认为,2025年将是投资者逐步认识并重估这些既有及新兴“实体人工智能”产业的一年,而特斯拉已在这一领域建立了重要的竞争优势。</p><p>大摩认为,人形机器人市场将获得更大的资金支持,而特斯拉正处于该市场的核心位置。该行称,尽管其基础和牛市情形分析中尚未纳入人形机器人业务,但该市场的发展已足以影响特斯拉股价。根据该行的计算,如果特斯拉的Optimus机器人能取代美国1%的劳动力市场,其估值可提升约100美元/股。</p><p>大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。该行预计,特斯拉将在2026年初推出“无人监督”的自动驾驶车队,但在其对特斯拉移动出行业务的预测中,并未假设自动驾驶车辆会在2030年前大规模普及。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。在其牛市情形分析中,实体人工智能的发展、而非汽车业务本身将成为特斯拉股价上行的核心驱动因素。</p><p>除了开始将特斯拉视为“实体人工智能”主题的代表之一外,市场对特斯拉储能业务的关注度也在上升。极端天气可能促使投资者关注那些能够解决气候和能源问题的公司。大摩认为,特斯拉储能业务的价值潜力甚至可能超过其汽车业务;特斯拉储能业务的毛利率约为汽车业务的两倍,预计2025年的部署量将增长50%。</p><p>大摩还指出,特斯拉的经常性服务收入预计将随着特斯拉已交付车辆的增长而增长(预计到2030年,特斯拉全球在运行车辆将达到2300万辆),且汽车售后及服务业务的利润率通常远高于整车销售利润率。此外,大摩表示,技术扩散(尤其是人工智能的最新进展)是美国制造业回流的主要推动因素,而特斯拉将在人工智能时代的美国制造业变革中发挥关键作用。</p><p>大摩补充称,可能为特斯拉股价带来积极催化的事件包括:将于6月在美国德克萨斯州奥斯汀市部署Robotaxi;可能在年底前举办“人工智能日”活动;2025年第二季度或第三季度推出低价车型;Optimus Gen 3人形机器人发布,并可能在特斯拉工厂内部署。</p><p>高盛:短期内面临基本面挑战 FSD收入增加将改善长期盈利能力</p><p><strong>高盛维持对特斯拉的“中性”股票评级。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。</strong>该行认为,特斯拉在短期内将面临严峻的基本面挑战,对该公司2025年每股收益的预期低于市场共识预期,但预计随着FSD软件收入的增加,特斯拉的盈利增长将在长期得到改善——尽管对特斯拉FSD的变现潜力持更平衡的看法。</p><p>高盛在3月4日发布的研报中指出,特斯拉在1月和2月的交付数据表现疲软,部分原因是Model Y的改款,另一部分原因则是整体需求比该行此前预期的更疲软。该行还指出,特斯拉在中国市场面临激烈的竞争。</p><p>高盛预计,受改款Model Y产能爬坡推动,特斯拉3月的交付表现将更为强劲。但整体而言,高盛目前预计,特斯拉2025年第一季度交付量将为37.5万辆,低于此前预计的39.9万辆,也低于市场共识预期的42.6万辆。</p><p>高盛还下调了对特斯拉2025-2027年的交付预期。该行预计,特斯拉2025年交付量将为191万辆(即同比增长7%),低于此前预期的196万辆(即同比增长10%);预计2026、2027年的交付量分别为225万辆和250万辆,低于此前预期的230万辆和260万辆。下调交付预测反映了该行对特斯拉现有车型需求下滑的预期,但部分被该行对即将推出的低价新车型更乐观的预期所抵消。该行还下调了对特斯拉2025/2026/2027年每股收益的预期,主要反映了较低的汽车交付量和储能业务毛利率下滑。</p><p>高盛还讨论了特斯拉在FSD(完全自动驾驶)方面的进展。该行认为,FSD v13相较于FSD v12有了显著提升,这有助于特斯拉在中长期内提高在美国市场的变现能力,特别是如果特斯拉能够将其提升至“脱眼驾驶(Eyes Off)”级别的能力。不过,在中国市场,多家竞争对手都提供了无需额外购买软件包的脱手高级驾驶辅助系统(ADAS),这表明特斯拉在中国市场变现FSD的难度更大。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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}\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无惧近期诸多逆风!大摩、高盛仍看涨特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 16:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1258528.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。其中,大摩重新将特斯拉列为美国汽车行业的“首选股”,目标价为430美元,意味着较...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258528.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1258528.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517133382","content_text":"智通财经APP获悉,特斯拉(TSLA.US)近来麻烦不断!在多地销量大幅下滑、首席执行官马斯克介入政治事务损害品牌形象、以及公司高管套现等多重因素的打击下,特斯拉股价今年迄今已跌近31%,距离去年12月创下的峰值更是暴跌超40%。市场“用脚投票”,对特斯拉的前景表达了担忧。不过,华尔街大行摩根士丹利及高盛仍看涨特斯拉。其中,大摩重新将特斯拉列为美国汽车行业的“首选股”,目标价为430美元,意味着较当前股价有超过50%的上涨空间;且该行对特斯拉在牛市情形下的目标价更是高达800美元。高盛对特斯拉的目标价则为320美元,意味着较当前股价有近15%的上涨空间。大摩:特斯拉将受益于“实体人工智能”主题大摩在3月2日发布的研报中表示,特斯拉2025财年的汽车交付量可能同比下降,但这为投资者“创造了一个有吸引力的切入点”。大摩指出,今年到目前为止,特斯拉的汽车交付量基本上低于市场预期,但其市场叙事并没有发生特别的变化。特斯拉的汽车交付量下降标志着这家公司正从“纯汽车公司”转向高度多元化的人工智能和机器人公司。大摩表示:“随着我们继续分析人工智能和机器人技术的重叠部分,我们越来越清楚地认识到,人工智能中非汽车领域的商业机会可能比自动驾驶汽车大得多,采用速度也快得多。”该行表示,随着人工智能向物理世界扩展,预计特斯拉的总潜在市场(TAM)将进一步拓宽。尽管这一过程可能充满波动且非线性,但该行认为,2025年将是投资者逐步认识并重估这些既有及新兴“实体人工智能”产业的一年,而特斯拉已在这一领域建立了重要的竞争优势。大摩认为,人形机器人市场将获得更大的资金支持,而特斯拉正处于该市场的核心位置。该行称,尽管其基础和牛市情形分析中尚未纳入人形机器人业务,但该市场的发展已足以影响特斯拉股价。根据该行的计算,如果特斯拉的Optimus机器人能取代美国1%的劳动力市场,其估值可提升约100美元/股。大摩认为,特斯拉是自动驾驶/Robotaxi业务的长期赢家。该行预计,特斯拉将在2026年初推出“无人监督”的自动驾驶车队,但在其对特斯拉移动出行业务的预测中,并未假设自动驾驶车辆会在2030年前大规模普及。鉴于当前的政策,该行认为特斯拉仍面临技术、测试和监管审批方面的重大挑战。在其牛市情形分析中,实体人工智能的发展、而非汽车业务本身将成为特斯拉股价上行的核心驱动因素。除了开始将特斯拉视为“实体人工智能”主题的代表之一外,市场对特斯拉储能业务的关注度也在上升。极端天气可能促使投资者关注那些能够解决气候和能源问题的公司。大摩认为,特斯拉储能业务的价值潜力甚至可能超过其汽车业务;特斯拉储能业务的毛利率约为汽车业务的两倍,预计2025年的部署量将增长50%。大摩还指出,特斯拉的经常性服务收入预计将随着特斯拉已交付车辆的增长而增长(预计到2030年,特斯拉全球在运行车辆将达到2300万辆),且汽车售后及服务业务的利润率通常远高于整车销售利润率。此外,大摩表示,技术扩散(尤其是人工智能的最新进展)是美国制造业回流的主要推动因素,而特斯拉将在人工智能时代的美国制造业变革中发挥关键作用。大摩补充称,可能为特斯拉股价带来积极催化的事件包括:将于6月在美国德克萨斯州奥斯汀市部署Robotaxi;可能在年底前举办“人工智能日”活动;2025年第二季度或第三季度推出低价车型;Optimus Gen 3人形机器人发布,并可能在特斯拉工厂内部署。高盛:短期内面临基本面挑战 FSD收入增加将改善长期盈利能力高盛维持对特斯拉的“中性”股票评级。尽管12个月目标价由345美元下调至320美元,但仍较特斯拉当前股价有近15%的上涨空间。该行认为,特斯拉在短期内将面临严峻的基本面挑战,对该公司2025年每股收益的预期低于市场共识预期,但预计随着FSD软件收入的增加,特斯拉的盈利增长将在长期得到改善——尽管对特斯拉FSD的变现潜力持更平衡的看法。高盛在3月4日发布的研报中指出,特斯拉在1月和2月的交付数据表现疲软,部分原因是Model Y的改款,另一部分原因则是整体需求比该行此前预期的更疲软。该行还指出,特斯拉在中国市场面临激烈的竞争。高盛预计,受改款Model Y产能爬坡推动,特斯拉3月的交付表现将更为强劲。但整体而言,高盛目前预计,特斯拉2025年第一季度交付量将为37.5万辆,低于此前预计的39.9万辆,也低于市场共识预期的42.6万辆。高盛还下调了对特斯拉2025-2027年的交付预期。该行预计,特斯拉2025年交付量将为191万辆(即同比增长7%),低于此前预期的196万辆(即同比增长10%);预计2026、2027年的交付量分别为225万辆和250万辆,低于此前预期的230万辆和260万辆。下调交付预测反映了该行对特斯拉现有车型需求下滑的预期,但部分被该行对即将推出的低价新车型更乐观的预期所抵消。该行还下调了对特斯拉2025/2026/2027年每股收益的预期,主要反映了较低的汽车交付量和储能业务毛利率下滑。高盛还讨论了特斯拉在FSD(完全自动驾驶)方面的进展。该行认为,FSD v13相较于FSD v12有了显著提升,这有助于特斯拉在中长期内提高在美国市场的变现能力,特别是如果特斯拉能够将其提升至“脱眼驾驶(Eyes 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01:57","market":"hk","language":"zh","title":"马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516651595","media":"美港电讯","summary":"马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。","content":"<html><body><p>马斯克转发特朗普对泽连斯基声明的回应并表示:泽伦斯基想要一场永远的战争,一个永不停息的绞肉机,这是邪恶的。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style 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03:00","market":"us","language":"zh","title":"美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517934191","media":"美港电讯","summary":"美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。","content":"<html><body><p>美国总统特朗普:与大多数部长、马斯克和其他人举行了一次会议。将每两周召开一次这样的会议,直到完成这项非常必要的工作。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style 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18:50","market":"us","language":"zh","title":"摩根士丹利:重新将特斯拉列为美国汽车首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516681532","media":"特来讯","summary":"转型逻辑:从“卖车”到“卖未来”。","content":"<html><head></head><body><p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。</p><p>这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。</p><p>目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。</p><p><strong>转型逻辑:从“卖车”到“卖未来”</strong></p><p><strong>汽车业务的短期阵痛</strong></p><p>近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。</p><p>但乔纳斯认为,这些困境是战略转型的必经之路。</p><p>特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。</p><p><strong>未被定价的 AI 与机器人价值</strong></p><p>摩根士丹利指出,特斯拉的技术复用能力是其最大优势。</p><p>自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 </p><p>具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 </p><p>供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。</p><p><strong>市场争议:分歧中的机会</strong></p><p><strong>看空者的担忧</strong></p><p>政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。</p><p>估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 </p><p><strong>看多者的反击</strong></p><p>乔纳斯团队提出三个反共识观点: </p><p>商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 </p><p>TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 </p><p>数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。</p><p>乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。</p><p>尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。</p><p>对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”</p></body></html>","source":"lsy1741030344050","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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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摩根士丹利:重新将特斯拉列为美国汽车首选股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 18:50 北京时间 <a href=https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw><strong>特来讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516681532","content_text":"3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖未来”汽车业务的短期阵痛近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。但乔纳斯认为,这些困境是战略转型的必经之路。特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。未被定价的 AI 与机器人价值摩根士丹利指出,特斯拉的技术复用能力是其最大优势。自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。市场争议:分歧中的机会看空者的担忧政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 看多者的反击乔纳斯团队提出三个反共识观点: 商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}