画饼仙人韭菜花的个人主页 - 老虎社区

画饼仙人韭菜花

画饼仙人韭菜花

无论你做多做空都是自己的选择但请不要忽视别人的感受

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画饼仙人韭菜花

05-16

$特斯拉(TSLA)$

$英伟达(NVDA)$ 7万变70万刀不难难的是你的耐心收钱提车🙂‍↔️

画饼仙人韭菜花

2024-12-11

$特斯拉(TSLA)$ 今日才是真正的突破期待425-465

画饼仙人韭菜花

06-13

多年以后就会说后悔都来不及

瑞典养老基金“AP7”：已将特斯拉列入黑名单并出售其所有股份

画饼仙人韭菜花

06-13

$特斯拉(TSLA)$ 美国总统特朗普：我喜欢特斯拉(TSLA.O)，也喜欢其他电动车公司。真的骚

画饼仙人韭菜花

06-11

$特斯拉(TSLA)$ 两个好莱坞影帝的表演可以的

画饼仙人韭菜花

06-10

$Meta Platforms, Inc.(META)$ 继续继续720c

画饼仙人韭菜花

06-09

$Meta Platforms, Inc.(META)$ 1000 是很有可能的今年继续先看向新高

画饼仙人韭菜花

06-09

$特斯拉(TSLA)$ 来玩特斯拉股票就别在意估值本来就是玩的操作挣快钱一天天把估值估值挂嘴边有何意义？

画饼仙人韭菜花

06-06

$特斯拉(TSLA)$ 先抄一点在说😪

画饼仙人韭菜花

06-06

$Meta Platforms, Inc.(META)$ 700到位收一波肉先

画饼仙人韭菜花

06-06

$特斯拉(TSLA)$ 双簧转两个天秀演员先吵一架再合好结局完美

画饼仙人韭菜花

06-05

$亚马逊(AMZN)$ 215c 稳定性看好

画饼仙人韭菜花

06-04

$特斯拉(TSLA)$ 某某人消失已久又出现了😂😂😂

画饼仙人韭菜花

06-04

$Meta Platforms, Inc.(META)$ 685这不就到了😋700也很快了

画饼仙人韭菜花

06-03

人家一直抄底的时候就没人注意？

Robotaxi推出前夕，“木头姐”削减特斯拉持仓

画饼仙人韭菜花

06-02

$Meta Platforms, Inc.(META)$ 660-685 持续看好

画饼仙人韭菜花

06-01

现在分析已经没用了一切多得靠黄毛的嘴巴只会让你出其不意

“五月卖出”魔咒将应验？猛涨之后，美股恐迎来艰难六月

画饼仙人韭菜花

05-29

$英伟达(NVDA)$

$特斯拉(TSLA)$ 90多抄底一直拿到现在快150 这收益真的和特特没得比😂😂😂

画饼仙人韭菜花

05-28

$特斯拉(TSLA)$ 老老实实拿着就好 to 385-400

画饼仙人韭菜花

05-20

$特斯拉(TSLA)$ 昨天给了机会不上那就不能怪人家没给机会了

画饼仙人韭菜花

05-20

懂不懂？机器永远只是一个壳核心才是真正的东西

特斯拉Optimus还在跳舞，宇树机器人已经卖疯了

画饼仙人韭菜花

05-19

$Meta Platforms, Inc.(META)$ 持续看好650c

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type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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瑞典养老基金“AP7”：已将特斯拉列入黑名单并出售其所有股份\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\">2025-06-13 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月13日，瑞典养老基金“AP7”表示，已将特斯拉(TSLA.US)列入黑名单并出售了其所持有的特斯拉全部股票，原因是特斯拉存在侵犯美国工会权益的行为。</p><p>目前，特斯拉盘前股价下跌逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9cc988f125f6fc28d46f5f0df0f9638\" title=\"\" tg-width=\"909\" tg-height=\"517\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166017124","content_text":"6月13日，瑞典养老基金“AP7”表示，已将特斯拉(TSLA.US)列入黑名单并出售了其所持有的特斯拉全部股票，原因是特斯拉存在侵犯美国工会权益的行为。目前，特斯拉盘前股价下跌逾2%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445327818437456,"gmtCreate":1749744198572,"gmtModify":1749744313557,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/4313361881f3c1df33f621de8665231c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"<a 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真的骚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/445327818437456","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575767161110591","authorId":"3575767161110591","name":"单车变跑车6","avatar":"https://static.tigerbbs.com/07727a3397f4e2146c511d0338c14d7c","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3575767161110591","idStr":"3575767161110591"},"content":"美国总统特朗普：汽车关税可能在不久的将来上调","text":"美国总统特朗普：汽车关税可能在不久的将来上调","html":"美国总统特朗普：汽车关税可能在不久的将来上调"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444655477137576,"gmtCreate":1749580047275,"gmtModify":1749580049870,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/4313361881f3c1df33f621de8665231c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"<a 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就没人注意？","listText":"人家一直抄底的时候 就没人注意？","text":"人家一直抄底的时候 就没人注意？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442091532112376","repostId":"2540488527","repostType":2,"repost":{"id":"2540488527","kind":"highlight","pubTimestamp":1748921753,"share":"https://www.laohu8.com/m/news/2540488527?lang=&edition=full","pubTime":"2025-06-03 11:35","market":"us","language":"zh","title":"Robotaxi推出前夕，“木头姐”削减特斯拉持仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2540488527","media":"华尔街见闻","summary":"上周，“木头姐”旗下的ARKK基金连续三天减持特斯拉股票，累计抛售5万股，价值约1700万美元。这一操作发生在特斯拉6月12日推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。","content":"<html><head></head><body><blockquote><p>上周，“木头姐”旗下的ARKK基金连续三天减持特斯拉股票，累计抛售5万股，价值约1700万美元。这一操作发生在特斯拉6月12日推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。</p></blockquote><p style=\"text-align: left;\">在特斯拉即将推出备受期待的Robotaxi服务之际，其最著名的支持者之一“木头姐”却悄然减持。</p><p style=\"text-align: left;\">公开数据显示，上周，Cathie Wood领导的方舟投资管理公司（ARK Investment Management）接连三天减持特斯拉股票，其旗下基金ARKK在上周二抛售了27377股特斯拉股票，周三又售出15817股，周五继续减持6511股。</p><p style=\"text-align: left;\"><strong>这一系列操作累计减持近5万股特斯拉股票，估值约1700万美元。</strong></p><p style=\"text-align: left;\">尽管ARK并未对此次减持立即作出回应，但市场情绪已经受到影响。在5月上涨23%后，特斯拉股价周一下跌逾1%，收于342.69美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998db7b8189df7820b438affb37716d4\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">值得注意的是，<strong>Wood的减持发生在特斯拉准备推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。</strong></p><p style=\"text-align: left;\">华尔街见闻此前提及，有知情人士向媒体透露，特斯拉计划于6月12日在德克萨斯州奥斯汀启动其Robotaxi服务。</p><p style=\"text-align: left;\">尽管近期有减持行为，<strong>但特斯拉仍是ARKK基金的第一大重仓股，截至周一占投资组合的近13%。</strong></p><p style=\"text-align: left;\">在今年4月的媒体采访中，Wood表示她仍看好特斯拉股票，尽管当时特斯拉销量疲软，股价较2025年低点仍同比下跌超35%。</p><p style=\"text-align: left;\">Wood还特别提及Robotaxi服务，认为它将帮助消费者避免购车的巨额前期成本：</p><blockquote><p style=\"text-align: left;\">“人们可以像现在使用Uber和Lyft那样按需付费，只是价格更便宜，因为不需要支付人类司机的成本。”</p></blockquote><p style=\"text-align: left;\">此前，<strong>方舟资管对特斯拉设定了2029年达到2600美元的目标价格，比当前股价高出约660%。</strong></p></body></html>","source":"wallstreetcn_api","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>Robotaxi推出前夕，“木头姐”削减特斯拉持仓</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\">\nRobotaxi推出前夕，“木头姐”削减特斯拉持仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748313><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，“木头姐”旗下的ARKK基金连续三天减持特斯拉股票，累计抛售5万股，价值约1700万美元。这一操作发生在特斯拉6月12日推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。在特斯拉即将推出备受期待的Robotaxi服务之际，其最著名的支持者之一“木头姐”却悄然减持。公开数据显示，上周，Cathie Wood领导的方舟投资管理公司（ARK Investment ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748313\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3748313","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540488527","content_text":"上周，“木头姐”旗下的ARKK基金连续三天减持特斯拉股票，累计抛售5万股，价值约1700万美元。这一操作发生在特斯拉6月12日推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。在特斯拉即将推出备受期待的Robotaxi服务之际，其最著名的支持者之一“木头姐”却悄然减持。公开数据显示，上周，Cathie Wood领导的方舟投资管理公司（ARK Investment Management）接连三天减持特斯拉股票，其旗下基金ARKK在上周二抛售了27377股特斯拉股票，周三又售出15817股，周五继续减持6511股。这一系列操作累计减持近5万股特斯拉股票，估值约1700万美元。尽管ARK并未对此次减持立即作出回应，但市场情绪已经受到影响。在5月上涨23%后，特斯拉股价周一下跌逾1%，收于342.69美元。值得注意的是，Wood的减持发生在特斯拉准备推出其Robotaxi前夕，而Robotaxi正是她长期看多特斯拉的核心原因。华尔街见闻此前提及，有知情人士向媒体透露，特斯拉计划于6月12日在德克萨斯州奥斯汀启动其Robotaxi服务。尽管近期有减持行为，但特斯拉仍是ARKK基金的第一大重仓股，截至周一占投资组合的近13%。在今年4月的媒体采访中，Wood表示她仍看好特斯拉股票，尽管当时特斯拉销量疲软，股价较2025年低点仍同比下跌超35%。Wood还特别提及Robotaxi服务，认为它将帮助消费者避免购车的巨额前期成本：“人们可以像现在使用Uber和Lyft那样按需付费，只是价格更便宜，因为不需要支付人类司机的成本。”此前，方舟资管对特斯拉设定了2029年达到2600美元的目标价格，比当前股价高出约660%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441692787196216,"gmtCreate":1748873930234,"gmtModify":1748873931402,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/4313361881f3c1df33f621de8665231c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v> 660-685 持续看好","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v> 660-685 持续看好","text":"$Meta Platforms, Inc.(META)$ 660-685 持续看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441692787196216","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441139756540696,"gmtCreate":1748738336259,"gmtModify":1748738338205,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/4313361881f3c1df33f621de8665231c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"现在分析已经没用了 一切多得靠黄毛的嘴巴 只会让你出其不意","listText":"现在分析已经没用了 一切多得靠黄毛的嘴巴 只会让你出其不意","text":"现在分析已经没用了 一切多得靠黄毛的嘴巴 只会让你出其不意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441139756540696","repostId":"2539226032","repostType":4,"repost":{"id":"2539226032","kind":"news","pubTimestamp":1748602754,"share":"https://www.laohu8.com/m/news/2539226032?lang=&edition=full","pubTime":"2025-05-30 18:59","market":"us","language":"zh","title":"“五月卖出”魔咒将应验？猛涨之后，美股恐迎来艰难六月","url":"https://stock-news.laohu8.com/highlight/detail?id=2539226032","media":"智通财经","summary":"截至周四，标普 500 指数本月已上涨 6.2%的情况下，该指数正朝着自 1990 年以来最大的 5 月涨幅迈进。这场迅猛的上涨得益于特朗普总统严厉关税的暂时停止，目前该指数已较 2 月份的纪录高点低约 4%。数据显示，过去 30 年里，标普 500 指数在 6 月份的平均涨幅仅为 0.2%，而在其余 11 个月中的涨幅为 0.8%。市场决心的首次考验将在 6 月 18 日美联储的利率决策中显现。上周，在标普 500 指数突破 5800 点之后，CTA 首次对股票形成了净多头持仓。","content":"<html><head></head><body><p>智通财经APP获悉，5月美股强势反弹，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨6.2%，创1990年以来最大单月涨幅，主要因贸易关税暂缓及科技股推动。但分析师警告，6月历来表现疲软(过去30年平均涨幅仅0.2%)，叠加贸易战风险、美联储政策不确定性及季度末“三巫日”(期权到期、资产再平衡)，市场可能面临回调。历史数据显示，大选年后6月通常表现不佳，且“五月抛售”季节性规律暗示夏季行情疲弱。</p><p>新一轮贸易战的担忧、美联储政策走向的不确定性以及季度末的资产配置调整等因素，都可能引发市场波动。截至周四，标普 500 指数本月已上涨 6.2%的情况下，该指数正朝着自 1990 年以来最大的 5 月涨幅迈进。这场迅猛的上涨得益于特朗普总统严厉关税的暂时停止，目前该指数已较 2 月份的纪录高点低约 4%。</p><p>Stock Trader’s Almanac编辑Jeffrey Hirsch表示：“交易员们已经对特朗普的‘关税冲击与震慑’策略变得麻木不仁了。在此次大规模上涨之后，未来几周股市可能会经历一段起伏不定的时期，因为存在这种政府可能推行更激进贸易政策的风险。”他准确预测了 2008 年全球金融危机后的股市复苏情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9cdcbe70bf879aaeb5def955561c762\" tg-width=\"637\" tg-height=\"321\"/></p><h2 id=\"id_1845706148\">考验即将来临</h2><p>Hirsch表示，高昂的估值、对套期保值产品需求的疲软以及投资者仓位的过度拉大，使得股市容易出现回调。这可能会导致 6 月份的回报率降低。数据显示，过去 30 年里，标普 500 指数在 6 月份的平均涨幅仅为 0.2%，而在其余 11 个月中的涨幅为 0.8%。在周四的上涨行情基本停滞之后，分歧已经显现出来，因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司的强劲业绩被特朗普关税政策带来的不确定性所掩盖。</p><p>市场决心的首次考验将在 6 月 18 日美联储的利率决策中显现。两天后将迎来“三巫日”时刻——大量与股票挂钩的期权到期，加剧了市场波动——而月底时则会进行季度资产配置调整。这些关键的里程碑将决定多头能否在标普 500 指数逼近 6000 点这一关键心理关口之际继续推动股市上扬。</p><p>未来几个月股市的前景不容乐观。据Hirsch所述，在过去 70 年里，每当美国总统选举结束后的一年里，标普500 指数在 6 月初通常都会表现不佳，因为届时投资者会获利了结，准备迎接夏季的到来。如果股市在 5 月实现了强劲上涨(就像今年的情况一样)，这种现象则会更加明显。</p><h2 id=\"id_4065748370\">“五月抛售”</h2><p>这句谚语“五月抛售，然后离开”指的是从五月到次年十月这长达六个月的时期，从历史数据来看，这段时间是投资股票最不理想的时期。</p><p>Hirsch表示，自 20 世纪 70 年代初以来，从阵亡将士纪念日到劳动节期间，标普500 指数表现平平，平均涨幅仅为 1.8%。不过，过去十年里，标普 500 指数在 6 月份出现下跌的情况仅发生过一次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742a9a370ded4f3fe4e029f5e0625ef8\" tg-width=\"633\" tg-height=\"327\"/></p><p>不过这一次，基金经理们已减少了现金持有量，并在最近几周大量投资于美国股票。这种看涨的倾向引发了这样的疑问：在基金经理们在 5 月份以极快的速度涌入股市之后，还有谁会愿意买入呢?</p><p>据瑞银称，商品交易顾问(CTA)通常在指数价格上涨时买入股票，在其价格下跌时卖出股票。上周，在标普 500 指数突破 5800 点之后，CTA 首次对股票形成了净多头持仓。但该行股票衍生品策略师Maxwell Grinacoff表示，如果标普 500 指数短期内未能突破 6000 点，未来几周 CTA 只会进行适度的买入操作。</p><p>Grinacoff通过电话表示：“CTA 的投资策略仍偏向于下跌方向。如果市场反弹很快消退，那些趋势追随者将被迫将股票仓位转为净空仓。这必然会从当前水平将股价进一步推低。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“五月卖出”魔咒将应验？猛涨之后，美股恐迎来艰难六月</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“五月卖出”魔咒将应验？猛涨之后，美股恐迎来艰难六月\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 18:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1299784.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，5月美股强势反弹，标普500指数上涨6.2%，创1990年以来最大单月涨幅，主要因贸易关税暂缓及科技股推动。但分析师警告，6月历来表现疲软(过去30年平均涨幅仅0.2%)，叠加贸易战风险、美联储政策不确定性及季度末“三巫日”(期权到期、资产再平衡)，市场可能面临回调。历史数据显示，大选年后6月通常表现不佳，且“五月抛售”季节性规律暗示夏季行情疲弱。新一轮贸易战的担忧、美联储政策...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1299784.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/d8d6ac8df9927810fa41a461bdcd1022","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1299784.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539226032","content_text":"智通财经APP获悉，5月美股强势反弹，标普500指数上涨6.2%，创1990年以来最大单月涨幅，主要因贸易关税暂缓及科技股推动。但分析师警告，6月历来表现疲软(过去30年平均涨幅仅0.2%)，叠加贸易战风险、美联储政策不确定性及季度末“三巫日”(期权到期、资产再平衡)，市场可能面临回调。历史数据显示，大选年后6月通常表现不佳，且“五月抛售”季节性规律暗示夏季行情疲弱。新一轮贸易战的担忧、美联储政策走向的不确定性以及季度末的资产配置调整等因素，都可能引发市场波动。截至周四，标普 500 指数本月已上涨 6.2%的情况下，该指数正朝着自 1990 年以来最大的 5 月涨幅迈进。这场迅猛的上涨得益于特朗普总统严厉关税的暂时停止，目前该指数已较 2 月份的纪录高点低约 4%。Stock Trader’s Almanac编辑Jeffrey Hirsch表示：“交易员们已经对特朗普的‘关税冲击与震慑’策略变得麻木不仁了。在此次大规模上涨之后，未来几周股市可能会经历一段起伏不定的时期，因为存在这种政府可能推行更激进贸易政策的风险。”他准确预测了 2008 年全球金融危机后的股市复苏情况。考验即将来临Hirsch表示，高昂的估值、对套期保值产品需求的疲软以及投资者仓位的过度拉大，使得股市容易出现回调。这可能会导致 6 月份的回报率降低。数据显示，过去 30 年里，标普 500 指数在 6 月份的平均涨幅仅为 0.2%，而在其余 11 个月中的涨幅为 0.8%。在周四的上涨行情基本停滞之后，分歧已经显现出来，因为英伟达公司的强劲业绩被特朗普关税政策带来的不确定性所掩盖。市场决心的首次考验将在 6 月 18 日美联储的利率决策中显现。两天后将迎来“三巫日”时刻——大量与股票挂钩的期权到期，加剧了市场波动——而月底时则会进行季度资产配置调整。这些关键的里程碑将决定多头能否在标普 500 指数逼近 6000 点这一关键心理关口之际继续推动股市上扬。未来几个月股市的前景不容乐观。据Hirsch所述，在过去 70 年里，每当美国总统选举结束后的一年里，标普500 指数在 6 月初通常都会表现不佳，因为届时投资者会获利了结，准备迎接夏季的到来。如果股市在 5 月实现了强劲上涨(就像今年的情况一样)，这种现象则会更加明显。“五月抛售”这句谚语“五月抛售，然后离开”指的是从五月到次年十月这长达六个月的时期，从历史数据来看，这段时间是投资股票最不理想的时期。Hirsch表示，自 20 世纪 70 年代初以来，从阵亡将士纪念日到劳动节期间，标普500 指数表现平平，平均涨幅仅为 1.8%。不过，过去十年里，标普 500 指数在 6 月份出现下跌的情况仅发生过一次。不过这一次，基金经理们已减少了现金持有量，并在最近几周大量投资于美国股票。这种看涨的倾向引发了这样的疑问：在基金经理们在 5 月份以极快的速度涌入股市之后，还有谁会愿意买入呢?据瑞银称，商品交易顾问(CTA)通常在指数价格上涨时买入股票，在其价格下跌时卖出股票。上周，在标普 500 指数突破 5800 点之后，CTA 首次对股票形成了净多头持仓。但该行股票衍生品策略师Maxwell Grinacoff表示，如果标普 500 指数短期内未能突破 6000 点，未来几周 CTA 只会进行适度的买入操作。Grinacoff通过电话表示：“CTA 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那就不能怪人家没给机会了","images":[{"img":"https://static.tigerbbs.com/7e7d397edbbe68711d3cf40e56c20453","width":"1290","height":"442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/437186669241160","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452820583323524","authorId":"3452820583323524","name":"等待鳄鱼","avatar":"https://static.tigerbbs.com/f06691151687613c6467e9018fe327a0","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3452820583323524","idStr":"3452820583323524"},"content":"这是 roll 上去了","text":"这是 roll 上去了","html":"这是 roll 上去了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437147577508312,"gmtCreate":1747737931663,"gmtModify":1747737933567,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/4313361881f3c1df33f621de8665231c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"懂不懂？机器永远只是一个壳 核心才是真正的东西&nbsp;","listText":"懂不懂？机器永远只是一个壳 核心才是真正的东西&nbsp;","text":"懂不懂？机器永远只是一个壳 核心才是真正的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437147577508312","repostId":"2536690334","repostType":2,"repost":{"id":"2536690334","kind":"news","pubTimestamp":1747732268,"share":"https://www.laohu8.com/m/news/2536690334?lang=&edition=full","pubTime":"2025-05-20 17:11","market":"us","language":"zh","title":"特斯拉Optimus还在跳舞，宇树机器人已经卖疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2536690334","media":"Ofweek维科网","summary":"特斯拉凭借其在自动驾驶领域积累的AI算法和数据优势，试图赋予Optimus强大的自主决策和学习能力。当Optimus相继被发放至特斯拉工厂车间验证其可靠性时，宇树科技却穿着东北大花袄、手持红手绢，在春晚上演绎了一场“赛博秧歌”。特斯拉Optimus则着眼于高端市场，初期聚焦于工厂自动化领域，试图替代流水线上的工人，完成一些重复性、高强度的工作。","content":"<html><body><article><p>文源 | 源媒汇</p><p>作者 | 谢春生</p><p>编辑 | 苏淮</p><p>人形机器人的较量才刚刚开始。</p><p>近来，两大头部人形机器人企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与宇树科技相继传出最新动态：特斯拉连更两条人形机器人Optimus跳舞的视频，引发市场热议；宇树科技创始人王兴兴则分别在上海创新创业青年50人论坛和世界数字教育大会上发言——“很多企业订单都爆掉了”、“AI将深刻改变教育，但不会取代教师”，为人形机器人热又添了一把火。</p><p>利好频现，让业界以及资本市场也更加坚定了“2025年将是人形机器人量产元年”的观点。</p><p>其实2025年以来，各大人形企业的明争暗斗异常激烈。这边，宇树科技刚放出其网红人形产品G1的跳舞视频，以及秀出回旋踢功夫技能和解锁全球首个鲤鱼打挺和侧空翻；另一边，众擎机器人马上凭借一段“斧头舞”走红，同时也完成全球首例前空翻动作。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963240/202505/20163408299262.png\"/><p>图片来源：宇树、特斯拉、众擎视频号</p><p>前文提及的Optimus跳舞视频中，其也展现了从现代舞到芭蕾舞的流畅动作，节奏卡点精准，让外界感受到人形产品的飞速进展。</p><p>然而，当透过这些热闹的表象，将Optimus与宇树科技的人形机器人放在一起审视，一场关乎技术路线、市场策略以及商业化等方面的深度较量，便清晰地呈现在眼前。</p><p>01</p><p><strong>硬件为王还是AI至上？</strong></p><p>在这场人形机器人大战中，特斯拉与宇树科技展现出了截然不同的技术追求。</p><p>天眼查显示，成立于2016年的宇树科技，自创立以来便在硬件研发上投入巨大心力，走出了一条特色的技术路线。</p><p>以Unitree G1人形机器人为例，其在硬件性能上的亮点十分突出。通过自主研发核心零部件，宇树科技实现了成本控制与性能提升的双赢。譬如，其自研的<a href=\"https://laohu8.com/S/HLIT\">谐波</a>减速器成本仅为日本同类产品的三分之一。</p><p>在运动能力展示中，G1完成的720度回旋踢、高难度原地侧空翻、鲤鱼打挺等动作，也展示出其在硬件以及运动控制算法上的强大实力。这种对硬件的极致打磨，让宇树机器人在复杂地形和高强度任务中，能够保持稳定的性能发挥，为其在工业巡检、物流搬运、救援等领域的应用奠定基础。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963240/202505/20163408719271.png\"/><p>图片来源：宇树科技视频号</p><p>反观特斯拉的Optimus，走的是一条以AI技术为核心驱动力的技术路线。</p><p>特斯拉凭借其在自动驾驶领域积累的AI算法和数据优势，试图赋予Optimus强大的自主决策和学习能力。例如，在Optimus的视觉感知系统直接复用FSD的摄像头阵列，神经网络训练平台则共享Dojo超算资源。</p><p>这也进一步提升了Optimus的AI学习能力，使其能够处理更为复杂的任务和场景。从此前展示的系列视频来看，Optimus能够完成如叠衣服、分拣物品等复杂任务，这背后离不开先进的AI算法支持。</p><p>但过度依赖AI也带来了一些问题。实际应用中，Optimus的平衡能力和实时反应速度仍有待提高，在面对一些突发情况时，其决策和执行能力还不够稳定。这表明AI技术在人形机器人领域的应用，仍有待优化和完善。</p><p>技术分野背后，更深层的博弈也在资本市场拉开。数据显示，近年来，全球机器人领域的投资风向发生了一定偏转，更多的风险投资流向AI训练公司，硬件企业的估值模型正在松动。</p><p>“最强的机器人公司一定是最强的人工智能公司。”在第六届上海创新创业青年50人论坛上，王兴兴谈到。同时，他预测，未来2到5年内，智能机器人技术的重点将放在端到端智能大模型的研发上。</p><p>换言之，王兴兴也认为AI是机器人未来破局的关键。针对技术路线等问题，源媒汇向宇树科技方面发去问询邮件，截至发稿未获回复。</p><p>02</p><p><strong>定位差异化背后</strong></p><p>两种不同的技术路线选择，让特斯拉和宇树科技在应用场景和市场布局上，也出现了差异。</p><p>当Optimus相继被发放至特斯拉工厂车间验证其可靠性时，宇树科技却穿着东北大花袄、手持红手绢，在春晚上演绎了一场“赛博秧歌”。</p><p>通过极致的成本管控，宇树科技率先撬开下沉市场。2024年，入门价降至9.9万元的G1发布，让许多中小企业和科技爱好者能够触及人形领域，极大地降低了市场准入门槛。</p><p>2025年2月中旬，上述产品在<a href=\"https://laohu8.com/S/JD\">京东</a>首发开售被秒罄。在二手交易市场，宇树G1更是掀起租赁热潮，标注“春晚同款机器人租赁”、“宇树机器人”等字样的租赁商家大量涌现，人形机器人产品单台日租金从数千元到上万元不等，租赁用途广泛，涵盖商演、科普教育、开业迎宾等多个场景。</p><p>这也让不少二手租赁商家尝到甜头，甚至有商家对媒体表示，订单已经排到了国庆后。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963240/202505/20163409349336.jpg\"/><p>截图来源于闲鱼APP</p><p>这种对下沉市场的深度挖掘，不仅为宇树科技带来了可观的经济效益，更重要的是，通过广泛的市场应用，宇树能够收集大量的用户反馈和使用数据，为产品的迭代升级提供支持。</p><p>特斯拉Optimus则着眼于高端市场，初期聚焦于工厂自动化领域，试图替代流水线上的工人，完成一些重复性、高强度的工作。</p><p>这种市场策略也面临一些挑战：工厂的生产环境复杂多样，对机器人的适应性和可靠性要求极高，Optimus目前的技术水平还难以完全满足这些要求。此外，高昂的成本，也使一些企业在引入Optimus时持谨慎态度。</p><p>虽然马斯克表示当产量突破100万台时，Optimus单价有望降至2万美元，但要实现这一目标，还需要克服诸多技术和生产难题。</p><p>从眼下来看，工业场景确实被业界视为最有望率先实现规模化落地的应用场景。</p><p>“单论应用，我觉得工业会更容易一些。但是普及，特别是商业化的普及，应该是家庭或者类似的场景。”针对人形机器人的应用问题，机器人高级产品经理梁凯翔对源媒汇表示。</p><p>“在工业场景中，任务目标和工作环境都是比较确定的。在这种确定的工况下，开发人员能比较容易开发出完成相应任务的人形机器人。例如，春晚的人形机器人，或者之前波士顿开发的物流搬运机器人。因此，如果只是单论人形机器人落地，封闭、确定的工业场景，更容易让人形机器人落地。”梁凯翔解释道。</p><p>相较应用问题，人形机器人的商业化普及显然更在乎“性价比”。</p><p>“前面所说的那种工业场景，当前已经有更具性价比的产品存在了，人形机器人几乎无法跟之前的产品或者方案竞争。而人形机器人所具备的多传感器、多自由度关节、AI能力，让人形机器人在处理复杂任务、非标工作时更具有优势。”梁凯翔说，“然而，此类复杂任务、非标工作多数出现在生活中，而不是在工业场景中。因此，从产品功能优势和需求匹配度、市场规模的角度而言，人形机器人要想实现商业化的普及，大概率还是得靠家庭这种非标化、复杂任务多的场景。”</p><p>03</p><p><strong>商业化难题</strong></p><p>商业化难，是人形机器人行业目前面临的共性问题。</p><p>为了解决商业化难题，宇树科技、<a href=\"https://laohu8.com/S/09880\">优必选</a>等一批头部人形机器人，也在应用场景上进行多元化探索。不仅在工业领域积极布局，还深入拓展教育、娱乐等消费级市场。</p><p>在工业领域，宇树机器人已经在工厂巡检、物流搬运等场景中得到应用，帮助企业提高生产效率，降低人力成本；在教育领域，宇树科技的机器人凭借其高性价比和开放的SDK，吸引了众多教育机构和学校的关注，成为培养学生科技兴趣和创新能力的重要工具。</p><p>“以宇树科技为代表研发的教育端机器人、人形机器人产品等已走进全球近千所高校，并产生3000多篇卓越技术论文。它不是简单的电子教具，而是通过先进的多模态交互技术，推动学生从被动教育接受知识传递向主动构建知识的转换。”在2025世界数字教育大会上，王兴兴如是说道。</p><p>工业和教育场景之外，凭借春晚上的一炮而红，宇树科技在娱乐领域也引发关注。例如在商业演出、直播带货等场景中的应用，都展示了其在消费级市场的潜力。在AWE2025上，宇树G1为海信“站台”，通过各种动作展示为企业吸睛引流。彼时，为家电企业站台的人形机器人，还有魔法原子机器人的“小麦”和星动纪元的“小星”。</p><p>对于人形机器人为家电企业站台的现象，业内资深人士木几（化名）对源媒汇表示：“感觉像是各取所需。人形机器人缺乏落地场景，它们对外宣称跟大企业合作，寻找落地场景，一方面让大企业给它们背书，另一方面融资的时候，有了大企业落地场景，也更好融资；对大企业而言，它们自己无力养个部门做人形机器人研发，但也需要一些业绩来证明企业在搞创新。”</p><p>即便如此，这种多元化的应用场景拓展，也在一定程度上拓宽了宇树科技的商业化思路。</p><p>GGII调研数据显示，2023年，宇树科技占据全球四足机器人69.75%的销量份额，规模位列第一。此外，更有宇树早期投资人向媒体透露，自2020年以来，宇树的财务报表每年都保持盈利状态。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250520171212842d206gui28op9asq\"/><p>相比宇树科技等一批国内头部人形企业，特斯拉Optimus则在专业化深耕的道路上不断探索。譬如前文提及的工业领域，并在自家工厂中开始进行电池分类、零件搬运等任务的测试。</p><p>特斯拉的目标是通过在高端工业领域的应用，积累技术经验和市场口碑，然后逐步向家庭服务等更广泛的市场拓展。</p><p>值得一提的是，在生态上，特斯拉与宇树科技也选择了不同的方向。</p><p>特斯拉打造了一个闭环的产业生态系统，将Optimus与特斯拉的电动汽车、能源业务紧密结合。在这个生态系统中，Optimus可以与特斯拉的其他产品和服务实现数据共享和协同工作，例如在家庭能源管理、自动驾驶协同等方面，都有着潜在的应用场景。</p><p>宇树科技则致力于构建一个开放的机器人生态系统，通过开放SDK，吸引了大量的开发者和合作伙伴。</p><p>对上述两种生态，目前还远未到可下定论的时候。但从本文开篇提及的Optimus秀跳舞的视频，也透露出了人形企业正在急于向市场展示自身的稳定性和灵活性。</p><p>对此，梁凯翔认为：“人形机器人目前的共性问题是，没有什么实际的落地场景，所以各家公司为了搞宣传，各出花招。之前特斯拉的机器人不跳舞的呀，都是在工厂里面吭哧吭哧地工作，现在也开始跳舞了。跳舞的宣传视频，好像最早就是从国内开始的吧，为了秀机器人的灵活性和协调性。目前看下来，宇树和特斯拉的机器人，运控水平是在一个级别的。”</p><p>在他看来，“总体感觉，还是花架子吧。我可能偏向于实用主义，觉得需要实际落地场景，才算是有搞头，纯玩花活儿，我就当看个乐子咯。”</p><p>未来，特斯拉和宇树科技，还将上演怎样的较量？</p><p>部分图片引用网络 如有侵权请告知删除</p><p>原文标题 : 特斯拉Optimus还在跳舞，宇树机器人已经卖疯了</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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特斯拉Optimus还在跳舞，宇树机器人已经卖疯了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-20 17:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250520172311975f5726&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文源 | 源媒汇作者 | 谢春生编辑 | 苏淮人形机器人的较量才刚刚开始。近来，两大头部人形机器人企业特斯拉与宇树科技相继传出最新动态：特斯拉连更两条人形机器人Optimus跳舞的视频，引发市场热议；宇树科技创始人王兴兴则分别在上海创新创业青年50人论坛和世界数字教育大会上发言——“很多企业订单都爆掉了”、“AI将深刻改变教育，但不会取代教师”，为人形机器人热又添了一把火。利好频现，让业界以及资本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250520172311975f5726&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250520172311975f5726&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2536690334","content_text":"文源 | 源媒汇作者 | 谢春生编辑 | 苏淮人形机器人的较量才刚刚开始。近来，两大头部人形机器人企业特斯拉与宇树科技相继传出最新动态：特斯拉连更两条人形机器人Optimus跳舞的视频，引发市场热议；宇树科技创始人王兴兴则分别在上海创新创业青年50人论坛和世界数字教育大会上发言——“很多企业订单都爆掉了”、“AI将深刻改变教育，但不会取代教师”，为人形机器人热又添了一把火。利好频现，让业界以及资本市场也更加坚定了“2025年将是人形机器人量产元年”的观点。其实2025年以来，各大人形企业的明争暗斗异常激烈。这边，宇树科技刚放出其网红人形产品G1的跳舞视频，以及秀出回旋踢功夫技能和解锁全球首个鲤鱼打挺和侧空翻；另一边，众擎机器人马上凭借一段“斧头舞”走红，同时也完成全球首例前空翻动作。图片来源：宇树、特斯拉、众擎视频号前文提及的Optimus跳舞视频中，其也展现了从现代舞到芭蕾舞的流畅动作，节奏卡点精准，让外界感受到人形产品的飞速进展。然而，当透过这些热闹的表象，将Optimus与宇树科技的人形机器人放在一起审视，一场关乎技术路线、市场策略以及商业化等方面的深度较量，便清晰地呈现在眼前。01硬件为王还是AI至上？在这场人形机器人大战中，特斯拉与宇树科技展现出了截然不同的技术追求。天眼查显示，成立于2016年的宇树科技，自创立以来便在硬件研发上投入巨大心力，走出了一条特色的技术路线。以Unitree G1人形机器人为例，其在硬件性能上的亮点十分突出。通过自主研发核心零部件，宇树科技实现了成本控制与性能提升的双赢。譬如，其自研的谐波减速器成本仅为日本同类产品的三分之一。在运动能力展示中，G1完成的720度回旋踢、高难度原地侧空翻、鲤鱼打挺等动作，也展示出其在硬件以及运动控制算法上的强大实力。这种对硬件的极致打磨，让宇树机器人在复杂地形和高强度任务中，能够保持稳定的性能发挥，为其在工业巡检、物流搬运、救援等领域的应用奠定基础。图片来源：宇树科技视频号反观特斯拉的Optimus，走的是一条以AI技术为核心驱动力的技术路线。特斯拉凭借其在自动驾驶领域积累的AI算法和数据优势，试图赋予Optimus强大的自主决策和学习能力。例如，在Optimus的视觉感知系统直接复用FSD的摄像头阵列，神经网络训练平台则共享Dojo超算资源。这也进一步提升了Optimus的AI学习能力，使其能够处理更为复杂的任务和场景。从此前展示的系列视频来看，Optimus能够完成如叠衣服、分拣物品等复杂任务，这背后离不开先进的AI算法支持。但过度依赖AI也带来了一些问题。实际应用中，Optimus的平衡能力和实时反应速度仍有待提高，在面对一些突发情况时，其决策和执行能力还不够稳定。这表明AI技术在人形机器人领域的应用，仍有待优化和完善。技术分野背后，更深层的博弈也在资本市场拉开。数据显示，近年来，全球机器人领域的投资风向发生了一定偏转，更多的风险投资流向AI训练公司，硬件企业的估值模型正在松动。“最强的机器人公司一定是最强的人工智能公司。”在第六届上海创新创业青年50人论坛上，王兴兴谈到。同时，他预测，未来2到5年内，智能机器人技术的重点将放在端到端智能大模型的研发上。换言之，王兴兴也认为AI是机器人未来破局的关键。针对技术路线等问题，源媒汇向宇树科技方面发去问询邮件，截至发稿未获回复。02定位差异化背后两种不同的技术路线选择，让特斯拉和宇树科技在应用场景和市场布局上，也出现了差异。当Optimus相继被发放至特斯拉工厂车间验证其可靠性时，宇树科技却穿着东北大花袄、手持红手绢，在春晚上演绎了一场“赛博秧歌”。通过极致的成本管控，宇树科技率先撬开下沉市场。2024年，入门价降至9.9万元的G1发布，让许多中小企业和科技爱好者能够触及人形领域，极大地降低了市场准入门槛。2025年2月中旬，上述产品在京东首发开售被秒罄。在二手交易市场，宇树G1更是掀起租赁热潮，标注“春晚同款机器人租赁”、“宇树机器人”等字样的租赁商家大量涌现，人形机器人产品单台日租金从数千元到上万元不等，租赁用途广泛，涵盖商演、科普教育、开业迎宾等多个场景。这也让不少二手租赁商家尝到甜头，甚至有商家对媒体表示，订单已经排到了国庆后。截图来源于闲鱼APP这种对下沉市场的深度挖掘，不仅为宇树科技带来了可观的经济效益，更重要的是，通过广泛的市场应用，宇树能够收集大量的用户反馈和使用数据，为产品的迭代升级提供支持。特斯拉Optimus则着眼于高端市场，初期聚焦于工厂自动化领域，试图替代流水线上的工人，完成一些重复性、高强度的工作。这种市场策略也面临一些挑战：工厂的生产环境复杂多样，对机器人的适应性和可靠性要求极高，Optimus目前的技术水平还难以完全满足这些要求。此外，高昂的成本，也使一些企业在引入Optimus时持谨慎态度。虽然马斯克表示当产量突破100万台时，Optimus单价有望降至2万美元，但要实现这一目标，还需要克服诸多技术和生产难题。从眼下来看，工业场景确实被业界视为最有望率先实现规模化落地的应用场景。“单论应用，我觉得工业会更容易一些。但是普及，特别是商业化的普及，应该是家庭或者类似的场景。”针对人形机器人的应用问题，机器人高级产品经理梁凯翔对源媒汇表示。“在工业场景中，任务目标和工作环境都是比较确定的。在这种确定的工况下，开发人员能比较容易开发出完成相应任务的人形机器人。例如，春晚的人形机器人，或者之前波士顿开发的物流搬运机器人。因此，如果只是单论人形机器人落地，封闭、确定的工业场景，更容易让人形机器人落地。”梁凯翔解释道。相较应用问题，人形机器人的商业化普及显然更在乎“性价比”。“前面所说的那种工业场景，当前已经有更具性价比的产品存在了，人形机器人几乎无法跟之前的产品或者方案竞争。而人形机器人所具备的多传感器、多自由度关节、AI能力，让人形机器人在处理复杂任务、非标工作时更具有优势。”梁凯翔说，“然而，此类复杂任务、非标工作多数出现在生活中，而不是在工业场景中。因此，从产品功能优势和需求匹配度、市场规模的角度而言，人形机器人要想实现商业化的普及，大概率还是得靠家庭这种非标化、复杂任务多的场景。”03商业化难题商业化难，是人形机器人行业目前面临的共性问题。为了解决商业化难题，宇树科技、优必选等一批头部人形机器人，也在应用场景上进行多元化探索。不仅在工业领域积极布局，还深入拓展教育、娱乐等消费级市场。在工业领域，宇树机器人已经在工厂巡检、物流搬运等场景中得到应用，帮助企业提高生产效率，降低人力成本；在教育领域，宇树科技的机器人凭借其高性价比和开放的SDK，吸引了众多教育机构和学校的关注，成为培养学生科技兴趣和创新能力的重要工具。“以宇树科技为代表研发的教育端机器人、人形机器人产品等已走进全球近千所高校，并产生3000多篇卓越技术论文。它不是简单的电子教具，而是通过先进的多模态交互技术，推动学生从被动教育接受知识传递向主动构建知识的转换。”在2025世界数字教育大会上，王兴兴如是说道。工业和教育场景之外，凭借春晚上的一炮而红，宇树科技在娱乐领域也引发关注。例如在商业演出、直播带货等场景中的应用，都展示了其在消费级市场的潜力。在AWE2025上，宇树G1为海信“站台”，通过各种动作展示为企业吸睛引流。彼时，为家电企业站台的人形机器人，还有魔法原子机器人的“小麦”和星动纪元的“小星”。对于人形机器人为家电企业站台的现象，业内资深人士木几（化名）对源媒汇表示：“感觉像是各取所需。人形机器人缺乏落地场景，它们对外宣称跟大企业合作，寻找落地场景，一方面让大企业给它们背书，另一方面融资的时候，有了大企业落地场景，也更好融资；对大企业而言，它们自己无力养个部门做人形机器人研发，但也需要一些业绩来证明企业在搞创新。”即便如此，这种多元化的应用场景拓展，也在一定程度上拓宽了宇树科技的商业化思路。GGII调研数据显示，2023年，宇树科技占据全球四足机器人69.75%的销量份额，规模位列第一。此外，更有宇树早期投资人向媒体透露，自2020年以来，宇树的财务报表每年都保持盈利状态。相比宇树科技等一批国内头部人形企业，特斯拉Optimus则在专业化深耕的道路上不断探索。譬如前文提及的工业领域，并在自家工厂中开始进行电池分类、零件搬运等任务的测试。特斯拉的目标是通过在高端工业领域的应用，积累技术经验和市场口碑，然后逐步向家庭服务等更广泛的市场拓展。值得一提的是，在生态上，特斯拉与宇树科技也选择了不同的方向。特斯拉打造了一个闭环的产业生态系统，将Optimus与特斯拉的电动汽车、能源业务紧密结合。在这个生态系统中，Optimus可以与特斯拉的其他产品和服务实现数据共享和协同工作，例如在家庭能源管理、自动驾驶协同等方面，都有着潜在的应用场景。宇树科技则致力于构建一个开放的机器人生态系统，通过开放SDK，吸引了大量的开发者和合作伙伴。对上述两种生态，目前还远未到可下定论的时候。但从本文开篇提及的Optimus秀跳舞的视频，也透露出了人形企业正在急于向市场展示自身的稳定性和灵活性。对此，梁凯翔认为：“人形机器人目前的共性问题是，没有什么实际的落地场景，所以各家公司为了搞宣传，各出花招。之前特斯拉的机器人不跳舞的呀，都是在工厂里面吭哧吭哧地工作，现在也开始跳舞了。跳舞的宣传视频，好像最早就是从国内开始的吧，为了秀机器人的灵活性和协调性。目前看下来，宇树和特斯拉的机器人，运控水平是在一个级别的。”在他看来，“总体感觉，还是花架子吧。我可能偏向于实用主义，觉得需要实际落地场景，才算是有搞头，纯玩花活儿，我就当看个乐子咯。”未来，特斯拉和宇树科技，还将上演怎样的较量？部分图片引用网络 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