anbu的个人主页 - 老虎社区

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09-30

神经吧

港股异动 | 科指涨幅扩大至2%，华虹半导体涨约11%，快手涨超7%

09-18

百度走出底部？你老眼昏花了？明显处于历史最高点！

09-16

$三倍做空富时中国ETF-Direxion(YANG)$

09-11

$三倍做空富时中国ETF-Direxion(YANG)$

08-20

我信你个鬼，要么碰瓷要么吹牛逼；你那七姐妹加起来没有人家一家的脚趾头大

07-24

高位唱多的人、不是蠢就是坏

06-19

$恒生指数(HSI)$ 不要客气、满仓做空恒指，3倍杠杆。

06-18

$恒生指数(HSI)$ 今天是港股逃命的最后的时间窗口，连续上涨积累了大量的泡沫🫧！

06-16

$恒生指数(HSI)$ 强力做空

06-11

强力做空恒指

05-26

这是糊涂了吧？休市呢

美股三大期指震荡走高，道指期货、纳指期货、标普500指数期货均涨超1%

05-09

$特斯拉(TSLA)$ 那些喊着做空特斯拉的大神呢？还好吗😅

05-01

跟我差不多吧

04-18

认知能力低下的人最好不要谈论马斯克和特斯拉

“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi

04-15

特斯拉在美国用的是美国本土的零件、加关税关他毛事？

抱歉，原内容已删除

04-09

$特斯拉(TSLA)$ 继续看多

03-24

$特斯拉(TSLA)$ 是轧空行情了，一路冲到330

03-19

$特斯拉(TSLA)$

03-11

$特斯拉(TSLA)$ 坚决挺老马

去老虎APP查看更多动态

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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\">2025-09-30 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2229996bdcb1b678749b05b1e05e818\" title=\"\" tg-width=\"913\" tg-height=\"156\"/></p><p>科指成分股中，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨约11%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超7%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c23a73f420d31fda618185a2a3948c\" title=\"\" tg-width=\"356\" 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那些喊着做空特斯拉的大神呢？还好吗😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/433129537507792","isVote":1,"tweetType":1,"viewCount":4247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571405557492399","authorId":"3571405557492399","name":"漫山花开","avatar":"https://static.tigerbbs.com/a33b01b4a2d1346aa01772320da27080","crmLevel":5,"crmLevelSwitch":1,"idStr":"3571405557492399","authorIdStr":"3571405557492399"},"content":"幸灾乐祸具像化[生气]","text":"幸灾乐祸具像化[生气]","html":"幸灾乐祸具像化[生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430450690629640,"gmtCreate":1746112171487,"gmtModify":1746112173447,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510116886182402","authorIdStr":"3510116886182402"},"themes":[],"htmlText":"跟我差不多吧","listText":"跟我差不多吧","text":"跟我差不多吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430450690629640","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425700747194840,"gmtCreate":1744940772261,"gmtModify":1744940774345,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510116886182402","authorIdStr":"3510116886182402"},"themes":[],"htmlText":"认知能力低下的人最好不要谈论马斯克和特斯拉","listText":"认知能力低下的人最好不要谈论马斯克和特斯拉","text":"认知能力低下的人最好不要谈论马斯克和特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425700747194840","repostId":"1199035526","repostType":2,"repost":{"id":"1199035526","kind":"news","pubTimestamp":1744939315,"share":"https://www.laohu8.com/m/news/1199035526?lang=&edition=full","pubTime":"2025-04-18 09:21","market":"us","language":"zh","title":"“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1199035526","media":"CyberDaily","summary":"但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。更关键的是，报告对Robotaxi的盈利模式提出了质疑。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab计划。","content":"<html><head></head><body><p>正在从电动汽车到AI机器人公司转型的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，正站在一个关键的十字路口。</p><p>据知名科技媒体<em> The Information </em>援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。</p><p>这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。</p><p>但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”</p><p>高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。</p><p>更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。</p><p>但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。</p><p>这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。</p><p>有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。</p><p>此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。</p><p>特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。</p><p><strong>NuRoCity：</strong></p><p>特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。</p><p>事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。</p><p>可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。</p><p>从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演，在公众建立安全、可靠与期待的心智。</p></body></html>","source":"lsy1744939333503","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>“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi</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“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-18 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w><strong>CyberDaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","TSLA":"特斯拉","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4534":"瑞士信贷持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓"},"source_url":"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199035526","content_text":"正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。NuRoCity：特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We 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花无百日红啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/405793941783080","isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188550895709712","authorId":"4188550895709712","name":"鑫870323","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4188550895709712","authorIdStr":"4188550895709712"},"content":"香港现在成了全球的避险资金之地，有本事你继续空","text":"香港现在成了全球的避险资金之地，有本事你继续空","html":"香港现在成了全球的避险资金之地，有本事你继续空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425700747194840,"gmtCreate":1744940772261,"gmtModify":1744940774345,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510116886182402","authorIdStr":"3510116886182402"},"themes":[],"htmlText":"认知能力低下的人最好不要谈论马斯克和特斯拉","listText":"认知能力低下的人最好不要谈论马斯克和特斯拉","text":"认知能力低下的人最好不要谈论马斯克和特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425700747194840","repostId":"1199035526","repostType":2,"repost":{"id":"1199035526","kind":"news","pubTimestamp":1744939315,"share":"https://www.laohu8.com/m/news/1199035526?lang=&edition=full","pubTime":"2025-04-18 09:21","market":"us","language":"zh","title":"“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1199035526","media":"CyberDaily","summary":"但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。更关键的是，报告对Robotaxi的盈利模式提出了质疑。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab计划。","content":"<html><head></head><body><p>正在从电动汽车到AI机器人公司转型的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，正站在一个关键的十字路口。</p><p>据知名科技媒体<em> The Information </em>援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。</p><p>这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。</p><p>但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”</p><p>高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。</p><p>更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。</p><p>但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。</p><p>这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。</p><p>有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。</p><p>此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。</p><p>特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。</p><p><strong>NuRoCity：</strong></p><p>特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。</p><p>事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。</p><p>可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。</p><p>从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演，在公众建立安全、可靠与期待的心智。</p></body></html>","source":"lsy1744939333503","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>“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi</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“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-18 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w><strong>CyberDaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","TSLA":"特斯拉","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4534":"瑞士信贷持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓"},"source_url":"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199035526","content_text":"正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 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06:29","market":"us","language":"zh","title":"马斯克引火，特斯拉烧身","url":"https://stock-news.laohu8.com/highlight/detail?id=1170942259","media":"豹变","summary":"2024全年，特斯拉销量178.92万辆，同比下降了1%。到今年一季度，特斯拉全球交付量同比下滑了13%。作为特朗普的亲密盟友，马斯克一系列具有争议性的政治参与，引发连锁反应，拖累特斯拉。不过，特斯拉的智驾能力目前尚未在其他市场转为推动销量的催化剂。实际上，2024年财报中，特斯拉的毛利率下滑严重。更为关键的是，如果马斯克持续深入在特朗普政府的政治参与，有可能引发其他地区消费者更倾向支持本土品牌，这对特斯拉将带来更大的打击。","content":"<html><head></head><body><blockquote><p>当马斯克在政治化的路上越走越远，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的危机也越来越深。</p></blockquote><p>对于马斯克来说，2025年是极为不平静的一年，也是超出意料的一年。</p><p>捐赠2.59亿美元扶持特朗普再度上台，没想到随后自己在政治领域的争议性做法，以及特朗普引发的关税风暴，将更多火烧向了特斯拉。</p><p>今年一季度，特斯拉全球交付33.67万辆，同比下降13%。这是特斯拉首次出现两位数降幅，也是近三年来的季度销量最低水平，此前市场预估其一季度销量为39.03万辆。</p><p>受到美国关税风暴影响，中美关税博弈升级，从美国进口的车辆成本也大幅攀升，近日，特斯拉中国已经暂停出售美国产的Model S / X两款车型，官网中不再提供“订购新车”服务。除了停售之外，关税政策也将冲击特斯拉的全球供应链，采购成本将进一步提高。</p><p>销量下滑，以及全球大环境巨变对特斯拉带来的冲击，连带着公司股价一路走低。直至美东时间4月11日收盘，特斯拉的股价从2024年底的高点，跌到目前的252.4美元每股，股价跌幅将近50%，市值蒸发7500亿美元。</p><p style=\"text-align: justify;\"><strong>马斯克个人财富也遭遇缩水。</strong></p><p>据彭博亿万富翁指数显示，马斯克的财富在关税政策施行的一周内骤降至2980亿美元，这也是自2024年11月以来首次跌破3000亿美元。</p><p>美国媒体此前调侃“只需三个月内亏损1000亿美元，就足以让埃隆·马斯克改变他对政府工作的态度”。当马斯克在政治化的路上越走越远，特斯拉的危机也越来越深。</p><p><strong>马斯克，销冠走下神坛</strong></p><p style=\"text-align: justify;\">2024年特斯拉在全球市场遭遇十年来销量首次下滑，1月30日在发布2024年全年业绩时特斯拉试图给外界吃一颗定心丸，宣称“2025年汽车业务将恢复增长”。</p><p style=\"text-align: justify;\">不过，现在来看，特斯拉销量下行的势头没有止住，甚至因为公司创始人马斯克的个人行为，反而迎来更多不确定。</p><p style=\"text-align: justify;\">2024全年，特斯拉销量178.92万辆，同比下降了1%。到今年一季度，特斯拉全球交付量同比下滑了13%。</p><p style=\"text-align: justify;\">据外媒报道，一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。</p><p style=\"text-align: justify;\">特斯拉在欧洲卖不动了，<strong>背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变。</strong></p><p style=\"text-align: justify;\">根据Cox数据，特斯拉第一季度在美国交付了12.8万辆车，同比下降了8.6%。</p><p style=\"text-align: justify;\">作为特朗普的亲密盟友，马斯克一系列具有争议性的政治参与，引发连锁反应，拖累特斯拉。从公开示好欧洲右翼势力，到美国政府效率改革，一顿操作猛如虎，欧美多地甚至爆发抵制特斯拉的示威活动。</p><p style=\"text-align: justify;\">对比来看，中国是特斯拉一季度在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。尤其是焕新版Model Y交付后，带来3月销量环比攀升。</p><p style=\"text-align: justify;\">马斯克政治野心带来的品牌风险之外，<strong>特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。</strong></p><p style=\"text-align: justify;\">在1月发布全年业绩时，为了重振销量，特斯拉称今年上半年，将有更多“经济适用型”车型上市，也就是将推出更便宜的车，同时在自动驾驶上取得显著进步。</p><p style=\"text-align: justify;\">不过，特斯拉的智驾能力目前尚未在其他市场转为推动销量的催化剂。今年2月，特斯拉不完全体FSD入华，表现不及预期。不少分析认为，因为中国的交通情况比美国更加复杂，需要更多的时间进行调教。同时，在中国车企们将智驾卷成标配的背景下，特斯拉FSD的收费并不便宜，这也形成一定阻碍。而FSD想要进入监管法规更为严格的欧洲，还在等待批准。</p><p style=\"text-align: justify;\">随着关税环境的变化，特斯拉的全球供应链采购成本将会有所增加，低价政策也面临更多的冲击。目前来看，特斯拉上海工厂的供应链本土化程度高，主要供应中国和欧洲，在本轮关税变动中受影响不大。</p><p style=\"text-align: justify;\">不过，特斯拉在美国销售的汽车，主要由加利福尼亚州弗里蒙特和德克萨斯州奥斯汀的工厂组装生产，<strong>零部件来自中国、加拿大、墨西哥等</strong>。据外媒报道，一辆Cyber truck有超过1300个锂离子电池单元组件，而这些一定程度上需要从中国进口。美国筑起贸易高墙，最终会反映到特斯拉美国工厂的造价里。</p><p style=\"text-align: left;\"><strong>花钱买关税「背刺」</strong></p><p style=\"text-align: justify;\">在1月底的财报电话会议上，特斯拉首席财务官对分析师表示：“关于关税存在很多不确定性。”</p><p style=\"text-align: justify;\">多年来，特斯拉一直在每个市场本地化供应链，但仍然非常依赖来自全球的零部件来支持所有业务。因此，“很可能实施的关税将对特斯拉的业务和盈利能力产生影响。”</p><p style=\"text-align: justify;\">现实的风暴来得更猛烈。</p><p style=\"text-align: justify;\">目前，特朗普在其第二个美国总统任期，对中国施加新关税累计达到145%，自4月10日开始生效，这包括20%的芬太尼关税和125%的对等关税。中国也对美国商品征收125%的关税回击。</p><p style=\"text-align: justify;\">尽管特朗普针对中国以外的其他国家的关税政策，在上周又获得了90天豁免期，但是特朗普4月3日对进口汽车实施的25%关税，以及定于5月3日开始对汽车零部件征收的相同税率的关税，并没有取消。</p><p style=\"text-align: justify;\">美国一家汽车智库分析认为，仅美国汽车制造商的成本就将增加1077亿美元。</p><p style=\"text-align: justify;\">在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。</p><p style=\"text-align: justify;\">对于<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业来说，特朗普政府的关税政策，将削弱美国汽车行业的全球竞争力。尤其是特斯拉，涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。</p><p style=\"text-align: justify;\">此前“晚点”报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。</p><p style=\"text-align: justify;\">实际上，2024年财报中，<strong>特斯拉的毛利率下滑严重</strong>。2024年第四季度，特斯拉的毛利率为16.3%，环比下滑了3.5个百分点。2024年前三个季度，特斯拉毛利率分别为17.4%、18%、19.8%，四季度是过去一年季度里的最低点。</p><p style=\"text-align: justify;\">2024年第四季度，特斯拉的总营收为257.07亿美元，同比增长2%；净利润为23.17亿美元，同比大幅下滑了71%。特斯拉核心的汽车业务，同一时期营收为197.98亿美元，同比下降8%。</p><p style=\"text-align: justify;\">加征关税落地，特斯拉关键零部件成本上升，进而将压力传导至特斯拉的毛利率。如果特斯拉通过涨价的策略提高售价转嫁成本，或将进一步影响其销量；如果放弃涨价，则有可能影响公司的盈利能力。</p><p style=\"text-align: justify;\">应对关税政策的最优解，只能加速美国工厂的供应链本土化，在美国建立电池工厂或其他零部件设施工厂，以减少对进口的依赖。但短期来看，工厂建设也需要公司投入时间、资金等。</p><p style=\"text-align: justify;\">特斯拉的困境，折射出了全球产业链的矛盾，无论特斯拉过去对极致效率的供应链控制得多么出色，在政治风险面前不堪一击。</p><p style=\"text-align: justify;\">更为关键的是，如果马斯克持续深入在特朗普政府的政治参与，有可能引发其他地区消费者更倾向支持本土品牌，这对特斯拉将带来更大的打击。如果不及时扭转局面，马斯克很快将与首富无缘。</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\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克引火，特斯拉烧身\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700147\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/524ae85df6244d238314a4bd6c916bb7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">豹变 </p>\n<p class=\"h-time\">2025-04-15 06:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>当马斯克在政治化的路上越走越远，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的危机也越来越深。</p></blockquote><p>对于马斯克来说，2025年是极为不平静的一年，也是超出意料的一年。</p><p>捐赠2.59亿美元扶持特朗普再度上台，没想到随后自己在政治领域的争议性做法，以及特朗普引发的关税风暴，将更多火烧向了特斯拉。</p><p>今年一季度，特斯拉全球交付33.67万辆，同比下降13%。这是特斯拉首次出现两位数降幅，也是近三年来的季度销量最低水平，此前市场预估其一季度销量为39.03万辆。</p><p>受到美国关税风暴影响，中美关税博弈升级，从美国进口的车辆成本也大幅攀升，近日，特斯拉中国已经暂停出售美国产的Model S / X两款车型，官网中不再提供“订购新车”服务。除了停售之外，关税政策也将冲击特斯拉的全球供应链，采购成本将进一步提高。</p><p>销量下滑，以及全球大环境巨变对特斯拉带来的冲击，连带着公司股价一路走低。直至美东时间4月11日收盘，特斯拉的股价从2024年底的高点，跌到目前的252.4美元每股，股价跌幅将近50%，市值蒸发7500亿美元。</p><p style=\"text-align: justify;\"><strong>马斯克个人财富也遭遇缩水。</strong></p><p>据彭博亿万富翁指数显示，马斯克的财富在关税政策施行的一周内骤降至2980亿美元，这也是自2024年11月以来首次跌破3000亿美元。</p><p>美国媒体此前调侃“只需三个月内亏损1000亿美元，就足以让埃隆·马斯克改变他对政府工作的态度”。当马斯克在政治化的路上越走越远，特斯拉的危机也越来越深。</p><p><strong>马斯克，销冠走下神坛</strong></p><p style=\"text-align: justify;\">2024年特斯拉在全球市场遭遇十年来销量首次下滑，1月30日在发布2024年全年业绩时特斯拉试图给外界吃一颗定心丸，宣称“2025年汽车业务将恢复增长”。</p><p style=\"text-align: justify;\">不过，现在来看，特斯拉销量下行的势头没有止住，甚至因为公司创始人马斯克的个人行为，反而迎来更多不确定。</p><p style=\"text-align: justify;\">2024全年，特斯拉销量178.92万辆，同比下降了1%。到今年一季度，特斯拉全球交付量同比下滑了13%。</p><p style=\"text-align: justify;\">据外媒报道，一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。</p><p style=\"text-align: justify;\">特斯拉在欧洲卖不动了，<strong>背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变。</strong></p><p style=\"text-align: justify;\">根据Cox数据，特斯拉第一季度在美国交付了12.8万辆车，同比下降了8.6%。</p><p style=\"text-align: justify;\">作为特朗普的亲密盟友，马斯克一系列具有争议性的政治参与，引发连锁反应，拖累特斯拉。从公开示好欧洲右翼势力，到美国政府效率改革，一顿操作猛如虎，欧美多地甚至爆发抵制特斯拉的示威活动。</p><p style=\"text-align: justify;\">对比来看，中国是特斯拉一季度在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。尤其是焕新版Model Y交付后，带来3月销量环比攀升。</p><p style=\"text-align: justify;\">马斯克政治野心带来的品牌风险之外，<strong>特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。</strong></p><p style=\"text-align: justify;\">在1月发布全年业绩时，为了重振销量，特斯拉称今年上半年，将有更多“经济适用型”车型上市，也就是将推出更便宜的车，同时在自动驾驶上取得显著进步。</p><p style=\"text-align: justify;\">不过，特斯拉的智驾能力目前尚未在其他市场转为推动销量的催化剂。今年2月，特斯拉不完全体FSD入华，表现不及预期。不少分析认为，因为中国的交通情况比美国更加复杂，需要更多的时间进行调教。同时，在中国车企们将智驾卷成标配的背景下，特斯拉FSD的收费并不便宜，这也形成一定阻碍。而FSD想要进入监管法规更为严格的欧洲，还在等待批准。</p><p style=\"text-align: justify;\">随着关税环境的变化，特斯拉的全球供应链采购成本将会有所增加，低价政策也面临更多的冲击。目前来看，特斯拉上海工厂的供应链本土化程度高，主要供应中国和欧洲，在本轮关税变动中受影响不大。</p><p style=\"text-align: justify;\">不过，特斯拉在美国销售的汽车，主要由加利福尼亚州弗里蒙特和德克萨斯州奥斯汀的工厂组装生产，<strong>零部件来自中国、加拿大、墨西哥等</strong>。据外媒报道，一辆Cyber truck有超过1300个锂离子电池单元组件，而这些一定程度上需要从中国进口。美国筑起贸易高墙，最终会反映到特斯拉美国工厂的造价里。</p><p style=\"text-align: left;\"><strong>花钱买关税「背刺」</strong></p><p style=\"text-align: justify;\">在1月底的财报电话会议上，特斯拉首席财务官对分析师表示：“关于关税存在很多不确定性。”</p><p style=\"text-align: justify;\">多年来，特斯拉一直在每个市场本地化供应链，但仍然非常依赖来自全球的零部件来支持所有业务。因此，“很可能实施的关税将对特斯拉的业务和盈利能力产生影响。”</p><p style=\"text-align: justify;\">现实的风暴来得更猛烈。</p><p style=\"text-align: justify;\">目前，特朗普在其第二个美国总统任期，对中国施加新关税累计达到145%，自4月10日开始生效，这包括20%的芬太尼关税和125%的对等关税。中国也对美国商品征收125%的关税回击。</p><p style=\"text-align: justify;\">尽管特朗普针对中国以外的其他国家的关税政策，在上周又获得了90天豁免期，但是特朗普4月3日对进口汽车实施的25%关税，以及定于5月3日开始对汽车零部件征收的相同税率的关税，并没有取消。</p><p style=\"text-align: justify;\">美国一家汽车智库分析认为，仅美国汽车制造商的成本就将增加1077亿美元。</p><p style=\"text-align: justify;\">在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。</p><p style=\"text-align: justify;\">对于<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业来说，特朗普政府的关税政策，将削弱美国汽车行业的全球竞争力。尤其是特斯拉，涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。</p><p style=\"text-align: justify;\">此前“晚点”报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。</p><p style=\"text-align: justify;\">实际上，2024年财报中，<strong>特斯拉的毛利率下滑严重</strong>。2024年第四季度，特斯拉的毛利率为16.3%，环比下滑了3.5个百分点。2024年前三个季度，特斯拉毛利率分别为17.4%、18%、19.8%，四季度是过去一年季度里的最低点。</p><p style=\"text-align: justify;\">2024年第四季度，特斯拉的总营收为257.07亿美元，同比增长2%；净利润为23.17亿美元，同比大幅下滑了71%。特斯拉核心的汽车业务，同一时期营收为197.98亿美元，同比下降8%。</p><p style=\"text-align: justify;\">加征关税落地，特斯拉关键零部件成本上升，进而将压力传导至特斯拉的毛利率。如果特斯拉通过涨价的策略提高售价转嫁成本，或将进一步影响其销量；如果放弃涨价，则有可能影响公司的盈利能力。</p><p style=\"text-align: justify;\">应对关税政策的最优解，只能加速美国工厂的供应链本土化，在美国建立电池工厂或其他零部件设施工厂，以减少对进口的依赖。但短期来看，工厂建设也需要公司投入时间、资金等。</p><p style=\"text-align: justify;\">特斯拉的困境，折射出了全球产业链的矛盾，无论特斯拉过去对极致效率的供应链控制得多么出色，在政治风险面前不堪一击。</p><p style=\"text-align: justify;\">更为关键的是，如果马斯克持续深入在特朗普政府的政治参与，有可能引发其他地区消费者更倾向支持本土品牌，这对特斯拉将带来更大的打击。如果不及时扭转局面，马斯克很快将与首富无缘。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170942259","content_text":"当马斯克在政治化的路上越走越远，特斯拉的危机也越来越深。对于马斯克来说，2025年是极为不平静的一年，也是超出意料的一年。捐赠2.59亿美元扶持特朗普再度上台，没想到随后自己在政治领域的争议性做法，以及特朗普引发的关税风暴，将更多火烧向了特斯拉。今年一季度，特斯拉全球交付33.67万辆，同比下降13%。这是特斯拉首次出现两位数降幅，也是近三年来的季度销量最低水平，此前市场预估其一季度销量为39.03万辆。受到美国关税风暴影响，中美关税博弈升级，从美国进口的车辆成本也大幅攀升，近日，特斯拉中国已经暂停出售美国产的Model S / X两款车型，官网中不再提供“订购新车”服务。除了停售之外，关税政策也将冲击特斯拉的全球供应链，采购成本将进一步提高。销量下滑，以及全球大环境巨变对特斯拉带来的冲击，连带着公司股价一路走低。直至美东时间4月11日收盘，特斯拉的股价从2024年底的高点，跌到目前的252.4美元每股，股价跌幅将近50%，市值蒸发7500亿美元。马斯克个人财富也遭遇缩水。据彭博亿万富翁指数显示，马斯克的财富在关税政策施行的一周内骤降至2980亿美元，这也是自2024年11月以来首次跌破3000亿美元。美国媒体此前调侃“只需三个月内亏损1000亿美元，就足以让埃隆·马斯克改变他对政府工作的态度”。当马斯克在政治化的路上越走越远，特斯拉的危机也越来越深。马斯克，销冠走下神坛2024年特斯拉在全球市场遭遇十年来销量首次下滑，1月30日在发布2024年全年业绩时特斯拉试图给外界吃一颗定心丸，宣称“2025年汽车业务将恢复增长”。不过，现在来看，特斯拉销量下行的势头没有止住，甚至因为公司创始人马斯克的个人行为，反而迎来更多不确定。2024全年，特斯拉销量178.92万辆，同比下降了1%。到今年一季度，特斯拉全球交付量同比下滑了13%。据外媒报道，一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。特斯拉在欧洲卖不动了，背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变。根据Cox数据，特斯拉第一季度在美国交付了12.8万辆车，同比下降了8.6%。作为特朗普的亲密盟友，马斯克一系列具有争议性的政治参与，引发连锁反应，拖累特斯拉。从公开示好欧洲右翼势力，到美国政府效率改革，一顿操作猛如虎，欧美多地甚至爆发抵制特斯拉的示威活动。对比来看，中国是特斯拉一季度在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。尤其是焕新版Model Y交付后，带来3月销量环比攀升。马斯克政治野心带来的品牌风险之外，特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。在1月发布全年业绩时，为了重振销量，特斯拉称今年上半年，将有更多“经济适用型”车型上市，也就是将推出更便宜的车，同时在自动驾驶上取得显著进步。不过，特斯拉的智驾能力目前尚未在其他市场转为推动销量的催化剂。今年2月，特斯拉不完全体FSD入华，表现不及预期。不少分析认为，因为中国的交通情况比美国更加复杂，需要更多的时间进行调教。同时，在中国车企们将智驾卷成标配的背景下，特斯拉FSD的收费并不便宜，这也形成一定阻碍。而FSD想要进入监管法规更为严格的欧洲，还在等待批准。随着关税环境的变化，特斯拉的全球供应链采购成本将会有所增加，低价政策也面临更多的冲击。目前来看，特斯拉上海工厂的供应链本土化程度高，主要供应中国和欧洲，在本轮关税变动中受影响不大。不过，特斯拉在美国销售的汽车，主要由加利福尼亚州弗里蒙特和德克萨斯州奥斯汀的工厂组装生产，零部件来自中国、加拿大、墨西哥等。据外媒报道，一辆Cyber truck有超过1300个锂离子电池单元组件，而这些一定程度上需要从中国进口。美国筑起贸易高墙，最终会反映到特斯拉美国工厂的造价里。花钱买关税「背刺」在1月底的财报电话会议上，特斯拉首席财务官对分析师表示：“关于关税存在很多不确定性。”多年来，特斯拉一直在每个市场本地化供应链，但仍然非常依赖来自全球的零部件来支持所有业务。因此，“很可能实施的关税将对特斯拉的业务和盈利能力产生影响。”现实的风暴来得更猛烈。目前，特朗普在其第二个美国总统任期，对中国施加新关税累计达到145%，自4月10日开始生效，这包括20%的芬太尼关税和125%的对等关税。中国也对美国商品征收125%的关税回击。尽管特朗普针对中国以外的其他国家的关税政策，在上周又获得了90天豁免期，但是特朗普4月3日对进口汽车实施的25%关税，以及定于5月3日开始对汽车零部件征收的相同税率的关税，并没有取消。美国一家汽车智库分析认为，仅美国汽车制造商的成本就将增加1077亿美元。在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。对于美国汽车行业来说，特朗普政府的关税政策，将削弱美国汽车行业的全球竞争力。尤其是特斯拉，涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。此前“晚点”报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。实际上，2024年财报中，特斯拉的毛利率下滑严重。2024年第四季度，特斯拉的毛利率为16.3%，环比下滑了3.5个百分点。2024年前三个季度，特斯拉毛利率分别为17.4%、18%、19.8%，四季度是过去一年季度里的最低点。2024年第四季度，特斯拉的总营收为257.07亿美元，同比增长2%；净利润为23.17亿美元，同比大幅下滑了71%。特斯拉核心的汽车业务，同一时期营收为197.98亿美元，同比下降8%。加征关税落地，特斯拉关键零部件成本上升，进而将压力传导至特斯拉的毛利率。如果特斯拉通过涨价的策略提高售价转嫁成本，或将进一步影响其销量；如果放弃涨价，则有可能影响公司的盈利能力。应对关税政策的最优解，只能加速美国工厂的供应链本土化，在美国建立电池工厂或其他零部件设施工厂，以减少对进口的依赖。但短期来看，工厂建设也需要公司投入时间、资金等。特斯拉的困境，折射出了全球产业链的矛盾，无论特斯拉过去对极致效率的供应链控制得多么出色，在政治风险面前不堪一击。更为关键的是，如果马斯克持续深入在特朗普政府的政治参与，有可能引发其他地区消费者更倾向支持本土品牌，这对特斯拉将带来更大的打击。如果不及时扭转局面，马斯克很快将与首富无缘。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221949996875928,"gmtCreate":1695218508271,"gmtModify":1695218509323,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510116886182402","authorIdStr":"3510116886182402"},"themes":[],"htmlText":"<a 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15:14","market":"hk","language":"zh","title":"港股异动 | 科指涨幅扩大至2%，华虹半导体涨约11%，快手涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189790259","media":"老虎资讯综合","summary":"9月30日，恒生科技指数尾盘涨超2%，恒生指数涨0.7%。科指成分股中，$华虹半导体(01347)$涨约11%，$快手-W(01024)$涨超7%。$哔哩哔哩-W(09626)$涨超6%。","content":"<html><head></head><body><p>9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2229996bdcb1b678749b05b1e05e818\" title=\"\" tg-width=\"913\" tg-height=\"156\"/></p><p>科指成分股中，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨约11%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超7%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c23a73f420d31fda618185a2a3948c\" title=\"\" tg-width=\"356\" tg-height=\"414\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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港股异动 | 科指涨幅扩大至2%，华虹半导体涨约11%，快手涨超7%\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\">2025-09-30 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2229996bdcb1b678749b05b1e05e818\" title=\"\" tg-width=\"913\" tg-height=\"156\"/></p><p>科指成分股中，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨约11%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超7%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c23a73f420d31fda618185a2a3948c\" title=\"\" tg-width=\"356\" 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