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Ruosong
2020-06-14
$蔚来(NIO)$
现在在开12年的ml350,想换辆蔚来es8,但是感觉这个车越换越便宜不太对啊[捂脸][捂脸][捂脸]es8要是再贵个二十万就真不怎么犹豫地买了。
Ruosong
01-10
$特斯拉(TSLA)$
$小米集团-W(01810)$
明年国内市场su7超model3,后年yu7超modely,有可能吗?我觉得可能性不小。去试驾了su7,对于20万出头预算的消费群体有绝对吸引力。
Ruosong
2022-09-29
$特斯拉(TSLA)$
很明确的告诉大家,九月份交付必爆啊,今天去提车,跟销售聊了一下,武汉这边已经连续几天日交付破百了[捂脸] 交付美女嗓子都哑了[笑哭]
Ruosong
2024-11-15
“马斯克存在过度承诺的问题,有些事需要五年马斯克却说两年”这句话挺赞同的,当年说的每年50%增长就增长了一年,4680量产时间,更便宜的特斯拉,完全自动驾驶都是这样
Ruosong
2020-03-07
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
260股成本108,在盘后减持了160股,留了100股,零成本持有,心理踏实了,不想拿着过周末。虽然下周很可能会少赚了,但是至少内心没那么不安。如果下周暴涨,只能说少赚的那个钱不是自己能力范围之内能赚到的。你的心理承受能力在哪里,你的收益就在哪里😊祝各位投资顺利,获得自己应有的回报。[微笑]另外一个票仓
$吉利德科学(GILD)$
今天也不错,拿着他过周末一点都不紧张[微笑]
Ruosong
2021-10-12
$特斯拉(TSLA)$
老美起床就该拉了
Ruosong
2024-07-25
$特斯拉(TSLA)$
今天会反弹[可爱] 盲猜
Ruosong
2020-03-09
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
暴风雨要来了,大家准备好了吗[可爱]
$吉利德科学(GILD)$
$Alpha Pro Tech Ltd(APT)$
$纳指三倍做空ETF(SQQQ)$
Ruosong
2020-03-06
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
说实话就算今天最后只涨5%我也不担心,因为我知道,美国才刚刚开始。恐慌会在确证病例爆发那天同时爆发。马上美国就要开始大范围检测了,患病数量马上开始要翻倍了[捂脸]
Ruosong
09-10
$甲骨文(ORCL)$
蹲对了[财迷]
Ruosong
01-01
这不比川大智胜更扯吗[笑哭]
抱歉,原内容已删除
Ruosong
2022-04-04
我看到了推动特斯拉盘前暴涨21%…都准备换车了你告诉我是推特涨了21%?[捂脸] [笑哭]
抱歉,原内容已删除
Ruosong
2020-03-11
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
260股卖得只剩最后20股了,今晚爆发吧,最近在买
$京东(JD)$
的底仓,
$吉利德科学(GILD)$
这个东西我是真的没搞懂,15个点的浮盈基本已经被跌完了……你的瑞德西韦怎么这么不被看好啊
Ruosong
2020-03-07
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
预测下周还要涨
Ruosong
03-27
不是很懂小米从9块涨到55,中间基本没有大幅度回调,也就是基本没套过人。很难想象还有人在老虎使劲黑小米,搞不懂。是踏空了,还是做空了
@Wealth 议员:
$小米集团-W(01810)$
确实是一家好公司。主力庄家负责卖筹码,散户看好公司嘛,接盘当股东买公司没毛病,各取所需,妥妥双赢。😘
Ruosong
2024-05-10
$特斯拉(TSLA)$
你们真的相信一个越来越好,高速增长的公司会大规模裁员吗
Ruosong
2023-07-20
$特斯拉(TSLA)$
今天敢不敢红[财迷]
Ruosong
2021-09-19
全是别人玩剩下的[流泪] 能不能让你的股东们感受一下全球第一大科技公司的创新[流泪]
媒体称苹果2023年推首款折叠手机,支持手写笔
去老虎APP查看更多动态
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12:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月1日,小米汽车:2025年9月,小米汽车交付量超过40000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a0ccfea90a9f2d6c0e375cdb7f46d7\" alt=\"\" title=\"\" tg-width=\"1440\" 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","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 蹲对了[财迷] ","text":"$甲骨文(ORCL)$ 蹲对了[财迷]","images":[{"img":"https://static.tigerbbs.com/cae294be679a97f2f98c8a5838da42ec","width":"1046","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/476967378104752","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"51471756433604","authorId":"51471756433604","name":"韭菜PIKA","avatar":"https://static.laohu8.com/8790a4e6a56229acc72938aca19079cc","crmLevel":1,"crmLevelSwitch":0,"idStr":"51471756433604","authorIdStr":"51471756433604"},"content":"怎么发现的呢","text":"怎么发现的呢","html":"怎么发现的呢"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":469265327714864,"gmtCreate":1755598316437,"gmtModify":1755598779933,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"美国政府允许英伟达卖了,说明什么?[可爱] ","listText":"美国政府允许英伟达卖了,说明什么?[可爱] ","text":"美国政府允许英伟达卖了,说明什么?[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/469265327714864","repostId":"1169943181","repostType":2,"repost":{"id":"1169943181","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1755587518,"share":"https://www.laohu8.com/m/news/1169943181?lang=&edition=full","pubTime":"2025-08-19 15:11","market":"us","language":"zh","title":"英伟达正在为中国开发一款基于Blackwell架构的AI芯片,性能比H20更强","url":"https://stock-news.laohu8.com/highlight/detail?id=1169943181","media":"老虎资讯综合","summary":"据路透报道,英伟达两位知情人士表示,该公司正在为中国开发一款基于其最新 Blackwell 架构的新型人工智能芯片,其功能将比目前获准在中国销售的 H20 型号更强大。消息人士称,新芯片暂时被称为 B30A,将采用单芯片设计,其原始计算能力可能仅为 Nvidia 旗舰 B300 加速卡中更复杂的双芯片配置的一半。未获授权向媒体发言且拒绝透露姓名的消息人士表示,该芯片的规格尚未完全确定,但 Nvidia 希望最早在下个月向中国客户交付样品进行测试。","content":"<html><head></head><body><p>据路透报道,英伟达两位知情人士表示,该公司正在为中国开发一款基于其最新 Blackwell 架构的新型人工智能芯片,其功能将比目前获准在中国销售的 H20 型号更强大。</p><p>消息人士称,新芯片暂时被称为 B30A,将采用单芯片设计,其原始计算能力可能仅为 Nvidia 旗舰 B300 加速卡中更复杂的双芯片配置的一半。</p><p>单芯片设计是指集成电路的所有主要部件都制造在一块连续的硅片上,而不是分散在多个芯片上。</p><p>新芯片将具有高带宽内存和 Nvidia 的 NVLink 技术,可实现处理器之间的快速数据传输,这些功能也包含在基于该公司较旧的 Hopper 架构的芯片 H20 中。</p><p>未获授权向媒体发言且拒绝透露姓名的消息人士表示,该芯片的规格尚未完全确定,但 Nvidia 希望最早在下个月向中国客户交付样品进行测试。</p><p>Nvidia 在一份声明中表示:“我们对我们的路线图的各种产品进行了评估,以便我们能够在政府允许的范围内做好竞争准备。”</p><p>该公司表示:“我们提供的所有产品均经过相关部门的充分批准,并且仅用于有益的商业用途。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff97c068a6ae3cb454472c5920db81a1\" tg-width=\"1135\" tg-height=\"357\"/></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\" 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>英伟达正在为中国开发一款基于Blackwell架构的AI芯片,性能比H20更强</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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</p>\n<p class=\"h-time\">2025-08-19 15:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据路透报道,英伟达两位知情人士表示,该公司正在为中国开发一款基于其最新 Blackwell 架构的新型人工智能芯片,其功能将比目前获准在中国销售的 H20 型号更强大。</p><p>消息人士称,新芯片暂时被称为 B30A,将采用单芯片设计,其原始计算能力可能仅为 Nvidia 旗舰 B300 加速卡中更复杂的双芯片配置的一半。</p><p>单芯片设计是指集成电路的所有主要部件都制造在一块连续的硅片上,而不是分散在多个芯片上。</p><p>新芯片将具有高带宽内存和 Nvidia 的 NVLink 技术,可实现处理器之间的快速数据传输,这些功能也包含在基于该公司较旧的 Hopper 架构的芯片 H20 中。</p><p>未获授权向媒体发言且拒绝透露姓名的消息人士表示,该芯片的规格尚未完全确定,但 Nvidia 希望最早在下个月向中国客户交付样品进行测试。</p><p>Nvidia 在一份声明中表示:“我们对我们的路线图的各种产品进行了评估,以便我们能够在政府允许的范围内做好竞争准备。”</p><p>该公司表示:“我们提供的所有产品均经过相关部门的充分批准,并且仅用于有益的商业用途。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff97c068a6ae3cb454472c5920db81a1\" tg-width=\"1135\" tg-height=\"357\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169943181","content_text":"据路透报道,英伟达两位知情人士表示,该公司正在为中国开发一款基于其最新 Blackwell 架构的新型人工智能芯片,其功能将比目前获准在中国销售的 H20 型号更强大。消息人士称,新芯片暂时被称为 B30A,将采用单芯片设计,其原始计算能力可能仅为 Nvidia 旗舰 B300 加速卡中更复杂的双芯片配置的一半。单芯片设计是指集成电路的所有主要部件都制造在一块连续的硅片上,而不是分散在多个芯片上。新芯片将具有高带宽内存和 Nvidia 的 NVLink 技术,可实现处理器之间的快速数据传输,这些功能也包含在基于该公司较旧的 Hopper 架构的芯片 H20 中。未获授权向媒体发言且拒绝透露姓名的消息人士表示,该芯片的规格尚未完全确定,但 Nvidia 希望最早在下个月向中国客户交付样品进行测试。Nvidia 在一份声明中表示:“我们对我们的路线图的各种产品进行了评估,以便我们能够在政府允许的范围内做好竞争准备。”该公司表示:“我们提供的所有产品均经过相关部门的充分批准,并且仅用于有益的商业用途。”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"content":"说明美帝不行了,我们又赢了","text":"说明美帝不行了,我们又赢了","html":"说明美帝不行了,我们又赢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465780308045968,"gmtCreate":1754740812496,"gmtModify":1754740814648,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"苹果不需要发力ai,苹果只需要ai企业进驻appstore,然后分钱就可以了","listText":"苹果不需要发力ai,苹果只需要ai企业进驻appstore,然后分钱就可以了","text":"苹果不需要发力ai,苹果只需要ai企业进驻appstore,然后分钱就可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465780308045968","repostId":"2558501572","repostType":2,"repost":{"id":"2558501572","kind":"highlight","pubTimestamp":1754730125,"share":"https://www.laohu8.com/m/news/2558501572?lang=&edition=full","pubTime":"2025-08-09 17:02","market":"hk","language":"zh","title":"再不发力AI就晚了!华尔街警告:苹果(AAPL.US)恐处于 “黑莓时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2558501572","media":"智通财经网","summary":"随着消费者在接下来的几年里纷纷转向iPhone,黑莓股价暴跌。","content":"<html><body><div> <p>你还记得<a href=\"https://laohu8.com/S/BB\">黑莓</a>吗?20年前最受欢迎的智能手机。早在2000年代中期,很多人喜欢黑莓手机的QWERTY键盘和即时接收电子邮件的功能。</p><p>黑莓公司曾是全球最有价值的公司之一,也是其诞生地加拿大的骄傲。该公司股价曾在2008年5月达到逾140美元的峰值。</p><p>然而,随着消费者在接下来的几年里纷纷转向iPhone,黑莓股价暴跌。黑莓股价目前约为3.65美元。市值较历史峰值缩水超97%。</p><p>问题到底出在哪里?在当时,黑莓业务盈利能力惊人。与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>竞争将意味着放弃这一成功模式,并可能导致收入和利润大幅下滑。对于一家上市公司来说,彻底转型非常困难。股东们也不希望转变——他们想要的是稳定增长的收入,而不是剧烈波动和高风险的押注。</p><p>所以,黑莓在接下来的几年坚持其固有模式,而当其不得不作出改变时,已经为时已晚:每个人都已经沉迷于他们的iPhone,而不是他们的“CrackBerries”。</p><p>黑莓曾经被称为“CrackBerries”。“CrackBerries” 是 “crack”(俚语中表示强效可卡因,是一种极易上瘾的毒品)和 “BlackBerry” 的组合词。在2000年代中期黑莓手机最受欢迎时,这个叫法变得非常流行。</p><p><strong>苹果恐处于“黑莓时刻”</strong></p><p>苹果轻而易举地赢得了移动手机革命。自2008年5月以来,苹果股价已上涨逾3000%,目前市值达3.33万亿美元。</p><p>然而,一场新的技术革命已经开始。<strong>生成式人工智能正在彻底重塑这个行业,华尔街一些人担心,苹果现在可能正面临自己的“黑莓时刻”</strong>。</p><p>“黑莓时刻”这一表述来自华尔街投行韦德布什的科技分析师丹·艾夫斯周五发布的一份新研报。</p><p>在这份报告中,<strong>艾夫斯一改他一贯的乐观论调,向苹果发出了严厉警告:积极进军人工智能领域,否则就有可能成为下一个黑莓</strong>。</p><p>艾夫斯表示,尽管OpenAI、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等竞争对手在人工智能创新领域遥遥领先,但苹果却正“坐在公园的长椅上喝柠檬水”,而不是积极参与竞争。</p><p>艾夫斯写道,目前市面上有24亿台iOS设备和15亿部iPhone在流通,苹果拥有无与伦比的平台优势,但如果不大胆进军人工智能领域,就有可能浪费这一领先优势。</p><p><strong>三大建议</strong></p><p>对于苹果要如何避免重蹈黑莓覆辙,艾夫斯提出了三大建议。</p><p><strong>收购Perplexity</strong>:这家基于人工智能的搜索引擎初创公司可能会成为重振Siri的基石。艾夫斯称,Perplexity的技术是“人工智能领域最令人印象深刻的技术之一”。他认为,相对于苹果潜在的人工智能货币化潜力,300亿美元的收购价微不足道。</p><p><strong>从外部引进人工智能人才</strong>:艾夫斯表示,苹果的创新步伐已经停滞不前,最近的产品发布缺乏新意。他敦促苹果从外部引进人工智能领域的领军人物,以重组其高管团队,并警告称,包括蒂姆·库克在内的现有团队正在原地踏步。</p><p><strong>加倍押注<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的Gemini</strong>:尽管监管方面存在阻力,艾夫斯认为,苹果必须完全接纳谷歌的Gemini人工智能聊天机器人,以便将其深度整合到iPhone生态系统中。他表示,OpenAI并非一个可行的长期合作伙伴,苹果下注的时间已经不多了。</p><p>本文转自“财联社”,编辑:卞纯;智通财经编辑:刘璇。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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再不发力AI就晚了!华尔街警告:苹果(AAPL.US)恐处于 “黑莓时刻”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-09 17:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1327693.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你还记得黑莓吗?20年前最受欢迎的智能手机。早在2000年代中期,很多人喜欢黑莓手机的QWERTY键盘和即时接收电子邮件的功能。黑莓公司曾是全球最有价值的公司之一,也是其诞生地加拿大的骄傲。该公司股价曾在2008年5月达到逾140美元的峰值。然而,随着消费者在接下来的几年里纷纷转向iPhone,黑莓股价暴跌。黑莓股价目前约为3.65美元。市值较历史峰值缩水超97%。问题到底出在哪里?在当时,黑莓...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1327693.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250809/20250809170505_96284.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","AAPL":"苹果","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1327693.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2558501572","content_text":"你还记得黑莓吗?20年前最受欢迎的智能手机。早在2000年代中期,很多人喜欢黑莓手机的QWERTY键盘和即时接收电子邮件的功能。黑莓公司曾是全球最有价值的公司之一,也是其诞生地加拿大的骄傲。该公司股价曾在2008年5月达到逾140美元的峰值。然而,随着消费者在接下来的几年里纷纷转向iPhone,黑莓股价暴跌。黑莓股价目前约为3.65美元。市值较历史峰值缩水超97%。问题到底出在哪里?在当时,黑莓业务盈利能力惊人。与苹果竞争将意味着放弃这一成功模式,并可能导致收入和利润大幅下滑。对于一家上市公司来说,彻底转型非常困难。股东们也不希望转变——他们想要的是稳定增长的收入,而不是剧烈波动和高风险的押注。所以,黑莓在接下来的几年坚持其固有模式,而当其不得不作出改变时,已经为时已晚:每个人都已经沉迷于他们的iPhone,而不是他们的“CrackBerries”。黑莓曾经被称为“CrackBerries”。“CrackBerries” 是 “crack”(俚语中表示强效可卡因,是一种极易上瘾的毒品)和 “BlackBerry” 的组合词。在2000年代中期黑莓手机最受欢迎时,这个叫法变得非常流行。苹果恐处于“黑莓时刻”苹果轻而易举地赢得了移动手机革命。自2008年5月以来,苹果股价已上涨逾3000%,目前市值达3.33万亿美元。然而,一场新的技术革命已经开始。生成式人工智能正在彻底重塑这个行业,华尔街一些人担心,苹果现在可能正面临自己的“黑莓时刻”。“黑莓时刻”这一表述来自华尔街投行韦德布什的科技分析师丹·艾夫斯周五发布的一份新研报。在这份报告中,艾夫斯一改他一贯的乐观论调,向苹果发出了严厉警告:积极进军人工智能领域,否则就有可能成为下一个黑莓。艾夫斯表示,尽管OpenAI、微软、谷歌、Meta和亚马逊等竞争对手在人工智能创新领域遥遥领先,但苹果却正“坐在公园的长椅上喝柠檬水”,而不是积极参与竞争。艾夫斯写道,目前市面上有24亿台iOS设备和15亿部iPhone在流通,苹果拥有无与伦比的平台优势,但如果不大胆进军人工智能领域,就有可能浪费这一领先优势。三大建议对于苹果要如何避免重蹈黑莓覆辙,艾夫斯提出了三大建议。收购Perplexity:这家基于人工智能的搜索引擎初创公司可能会成为重振Siri的基石。艾夫斯称,Perplexity的技术是“人工智能领域最令人印象深刻的技术之一”。他认为,相对于苹果潜在的人工智能货币化潜力,300亿美元的收购价微不足道。从外部引进人工智能人才:艾夫斯表示,苹果的创新步伐已经停滞不前,最近的产品发布缺乏新意。他敦促苹果从外部引进人工智能领域的领军人物,以重组其高管团队,并警告称,包括蒂姆·库克在内的现有团队正在原地踏步。加倍押注谷歌的Gemini:尽管监管方面存在阻力,艾夫斯认为,苹果必须完全接纳谷歌的Gemini人工智能聊天机器人,以便将其深度整合到iPhone生态系统中。他表示,OpenAI并非一个可行的长期合作伙伴,苹果下注的时间已经不多了。本文转自“财联社”,编辑:卞纯;智通财经编辑:刘璇。","news_type":1,"symbols_score_info":{"AAPL":1,"BB":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462353776165024,"gmtCreate":1753897758411,"gmtModify":1753906986265,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 自行判断[可爱] ","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 自行判断[可爱] ","text":"$诺和诺德(NVO)$ 自行判断[可爱]","images":[{"img":"https://static.tigerbbs.com/363daa17cd096cd69a562a88156237c3","width":"937","height":"5815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462353776165024","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462236335493232,"gmtCreate":1753892187795,"gmtModify":1753892189594,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"S三XY再也没有了","listText":"S三XY再也没有了","text":"S三XY再也没有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462236335493232","repostId":"1192925247","repostType":2,"repost":{"id":"1192925247","kind":"news","pubTimestamp":1753890650,"share":"https://www.laohu8.com/m/news/1192925247?lang=&edition=full","pubTime":"2025-07-30 23:50","market":"us","language":"zh","title":"特斯拉放弃 Model S / X?继中国市场后欧洲市场也只提供库存车","url":"https://stock-news.laohu8.com/highlight/detail?id=1192925247","media":"IT之家","summary":"已沦为边缘角色。","content":"<html><head></head><body><p>曾经被视为电动汽车行业标杆的特斯拉 Model S 和 Model X,如今在公司的发展历程中已沦为边缘角色。<strong>继中国市场后,特斯拉刚刚又在欧洲市场不再允许消费者购买定制的 Model S 和 Model X,仅提供库存车。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6647b48c84a85c473a8bf0e53f0439ae\" title=\"\" tg-width=\"939\" tg-height=\"444\"/></p><p style=\"text-align: justify;\">特斯拉更新了其欧洲官网,移除了新款 Model S 和 Model X 的订购选项,仅保留了从现有库存中购买的选择。特斯拉于 2023 年停止这两款电动汽车的右舵版的生产。此前,特斯拉已于今年 4 月份在中国市场停售 Model S 和 Model X 新车,使得欧洲和北美成为这两款车的主要市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2781634e72e682e2b2e5544986cda52c\" title=\"\" tg-width=\"1042\" tg-height=\"756\"/></p><p style=\"text-align: justify;\">如今,随着欧洲市场的退出,美国和加拿大成为仅剩的这两款车型的主要市场。今年早些时候,特斯拉对 Model S 和 Model X 进行了更新,增加了多色氛围灯以及其它一些小的调整,但价格却有所上涨,让消费者感到不满,外界认为特斯拉实际上已经放弃了这两款曾经的明星产品。</p><p style=\"text-align: justify;\">实际上,Model S 和 Model X 的销量也从曾经的焦点逐渐沦为注脚。过去几年中,Model S 和 Model X 与 Cybertruck 和 Semi 一起被归类于公司生产和交付报告中的“其他车型”类别。今年上半年,特斯拉仅交付了 23,275 辆“其他车型”,而 Model 3 和 Model Y 的全球交付量则接近 70 万辆。</p><p style=\"text-align: justify;\">据 InsideEV 称,从目前的情况来看,Model S 和 Model X 似乎已经走到了尽头,特斯拉全面停产这两款车或许只是时间问题。随着三排座 Model Y 即将于秋季在中国推出,价格更高的 Model X 对普通消费者来说已经没有意义,而同样昂贵的 Model S 如今也沦为一款小众产品。</p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉放弃 Model S / X?继中国市场后欧洲市场也只提供库存车</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特斯拉放弃 Model S / X?继中国市场后欧洲市场也只提供库存车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 23:50 北京时间 <a href=https://www.ithome.com/0/871/888.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾经被视为电动汽车行业标杆的特斯拉 Model S 和 Model X,如今在公司的发展历程中已沦为边缘角色。继中国市场后,特斯拉刚刚又在欧洲市场不再允许消费者购买定制的 Model S 和 Model X,仅提供库存车。特斯拉更新了其欧洲官网,移除了新款 Model S 和 Model X 的订购选项,仅保留了从现有库存中购买的选择。特斯拉于 2023 年停止这两款电动汽车的右舵版的生产。此前,...</p>\n\n<a href=\"https://www.ithome.com/0/871/888.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/871/888.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192925247","content_text":"曾经被视为电动汽车行业标杆的特斯拉 Model S 和 Model X,如今在公司的发展历程中已沦为边缘角色。继中国市场后,特斯拉刚刚又在欧洲市场不再允许消费者购买定制的 Model S 和 Model X,仅提供库存车。特斯拉更新了其欧洲官网,移除了新款 Model S 和 Model X 的订购选项,仅保留了从现有库存中购买的选择。特斯拉于 2023 年停止这两款电动汽车的右舵版的生产。此前,特斯拉已于今年 4 月份在中国市场停售 Model S 和 Model X 新车,使得欧洲和北美成为这两款车的主要市场。如今,随着欧洲市场的退出,美国和加拿大成为仅剩的这两款车型的主要市场。今年早些时候,特斯拉对 Model S 和 Model X 进行了更新,增加了多色氛围灯以及其它一些小的调整,但价格却有所上涨,让消费者感到不满,外界认为特斯拉实际上已经放弃了这两款曾经的明星产品。实际上,Model S 和 Model X 的销量也从曾经的焦点逐渐沦为注脚。过去几年中,Model S 和 Model X 与 Cybertruck 和 Semi 一起被归类于公司生产和交付报告中的“其他车型”类别。今年上半年,特斯拉仅交付了 23,275 辆“其他车型”,而 Model 3 和 Model Y 的全球交付量则接近 70 万辆。据 InsideEV 称,从目前的情况来看,Model S 和 Model X 似乎已经走到了尽头,特斯拉全面停产这两款车或许只是时间问题。随着三排座 Model Y 即将于秋季在中国推出,价格更高的 Model X 对普通消费者来说已经没有意义,而同样昂贵的 Model S 如今也沦为一款小众产品。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459776644124856,"gmtCreate":1753287332536,"gmtModify":1753287333844,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 减仓了英伟达,留子弹准备盘后补特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 减仓了英伟达,留子弹准备盘后补特斯拉","text":"$特斯拉(TSLA)$ 减仓了英伟达,留子弹准备盘后补特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459776644124856","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439772915487376,"gmtCreate":1748394677493,"gmtModify":1748394678541,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"大胆[可爱] ","listText":"大胆[可爱] ","text":"大胆[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439772915487376","repostId":"1186420812","repostType":2,"repost":{"id":"1186420812","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748393443,"share":"https://www.laohu8.com/m/news/1186420812?lang=&edition=full","pubTime":"2025-05-28 08:50","market":"us","language":"zh","title":"瑞银:比亚迪和小米超越特斯拉成为中国消费者首选品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1186420812","media":"老虎资讯综合","summary":"瑞银最新调查显示,全球范围内,考虑购买特斯拉的消费者比例从去年的39%降至36%,而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出,在中国,特斯拉被比亚迪和小米超越,跌至第三位,首选比例从18%降至14%。中国消费者更倾向本土品牌,特斯拉不再被视为技术领导者。","content":"<html><head></head><body><p>瑞银最新调查显示,全球范围内,考虑购买特斯拉的消费者比例从去年的39%降至36%,而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出,在中国,特斯拉被比亚迪和小米超越,跌至第三位,首选比例从18%降至14%。中国消费者更倾向本土品牌,特斯拉不再被视为技术领导者。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银:比亚迪和小米超越特斯拉成为中国消费者首选品牌</title>\n<style 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08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>瑞银最新调查显示,全球范围内,考虑购买特斯拉的消费者比例从去年的39%降至36%,而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出,在中国,特斯拉被比亚迪和小米超越,跌至第三位,首选比例从18%降至14%。中国消费者更倾向本土品牌,特斯拉不再被视为技术领导者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c14513faa449063f1f6a477f0c913c91","relate_stocks":{"01810":"小米集团-W","01211":"比亚迪股份-一百","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186420812","content_text":"瑞银最新调查显示,全球范围内,考虑购买特斯拉的消费者比例从去年的39%降至36%,而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出,在中国,特斯拉被比亚迪和小米超越,跌至第三位,首选比例从18%降至14%。中国消费者更倾向本土品牌,特斯拉不再被视为技术领导者。","news_type":1,"symbols_score_info":{"01211":1.1,"01810":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421899391353544,"gmtCreate":1744038970931,"gmtModify":1744038972498,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 耍猴呢[笑哭] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 耍猴呢[笑哭] ","text":"$特斯拉(TSLA)$ 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class=\"title\">\n蔚来汽车2月交付新车13,192台,同比增长62.2%\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\">2025-03-01 15:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日,2025年2月,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司交付新车13,192台,同比增长62.2%。其中,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>品牌交付新车9,143台,同比增长12.4%;乐道品牌交付新车4,049台。截至目前,蔚来公司已累计交付新车698,619台。其中,蔚来品牌累计交付新车667,897台;乐道品牌累计交付新车30,722台。</p><p>蔚来持续迭代的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>系统,为用户出行带来全方位的安心和暖心体验。蔚来「自动紧急避让 AES」功能上线50天,帮助用户化险为夷539次,获得用户朋友们的一致好评。</p><p>蔚来智能电动行政旗舰轿车ET9已经进入交付前的最后冲刺阶段,计划于3月下旬开启用户试驾和交付,感谢用户朋友们的支持与等待,也欢迎新朋友品鉴ET9十五大黑科技带来的创新魅力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47160ce152673d2d1a42e109ec76217c\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"2316\"/><span>图片</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118694975","content_text":"3月1日,2025年2月,蔚来公司交付新车13,192台,同比增长62.2%。其中,蔚来品牌交付新车9,143台,同比增长12.4%;乐道品牌交付新车4,049台。截至目前,蔚来公司已累计交付新车698,619台。其中,蔚来品牌累计交付新车667,897台;乐道品牌累计交付新车30,722台。蔚来持续迭代的智能系统,为用户出行带来全方位的安心和暖心体验。蔚来「自动紧急避让 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07:38","market":"hk","language":"zh","title":"高盛上调小米目标价,看好小米最终会是AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2514894748","media":"华尔街见闻","summary":"高盛将小米12个月目标价从38港元大幅上调至58港元,较周五收盘价高12%以上,并重申了“买入”评级。截至2024年,小米的AIoT设备连接数已接近9亿台,这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛认为,随着小米在AI技术上的持续投入,其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。","content":"<html><body><article><p>在AI和物联网(IoT)浪潮席卷全球的当下,小米正凭借其独特的战略布局和强大的生态优势,悄然改写科技行业的竞争格局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>上周稍早前公布研报称,小米在AI和IoT领域的战略布局,通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统,未来几年有望实现强劲增长,成为AI行业最终的赢家。</p><p>小米处于有利地位,能够以更高效的方式提升其AI技术能力,通过AI扩大其“人×车×家”生态系统并推动销售增长,并且有望在长期内向互联网/软件服务领域上游迈进,通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。</p><p>高盛将小米12个月目标价从38港元大幅上调至58港元,较周五收盘价高12%以上,并重申了“买入”评级。</p><p><strong>AI+AIoT生态系统</strong></p><p>报告指出,小米正在构建操作系统级别的AI代理——Xiaoai,并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中,实现从智能手机到智能家居、电动汽车的全方位智能化连接。</p><p>截至2024年,小米的AIoT设备连接数已接近9亿台,这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。</p><p>高盛还认为,各公司在AI大语言模型能力方面的差距逐渐缩小,小米的差异化优势体现在两个方面:</p><p>首先,获客成本低,小米拥有全球第三大智能手机市场份额(2023年占比13%),这意味着其AI技术可以通过海量的设备快速落地和推广。</p><p>其次,小米的AI技术不仅局限于软件层面,还通过硬件与软件的深度结合,实现了更高效的智能化体验。例如,小米的智能汽车SU7 Ultra和即将发布的YU7,不仅在性能上对标<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌,更在智能化配置上展现出强大的竞争力。</p><p><strong>业绩还有很大想象空间</strong></p><p>高盛对小米的财务前景持乐观态度。报告预测,小米2024年至2027年的收入复合年增长率(CAGR)将达到26%,<span>净利润</span>CAGR更是高达35%,这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到,小米在AIoT和汽车领域的增长潜力巨大,预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。</p><p>在智能手机业务方面,小米的全球市场份额在2024年第四季度达到13%,较去年同期略有增长。与此同时,小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长,显示出其在国内市场的强劲竞争力。高盛认为,随着小米在AI技术上的持续投入,其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。</p><p>电动汽车业务方面,高盛预计,小米2025年的智能电动汽车交付量将达到36万辆,超出管理层此前设定的30万辆目标。其中,高端车型SU7 Ultra的交付量有望达到1万辆,其售价预计为75万元人民币,毛利率将是普通车型的5倍。</p><p>高盛还指出,未来几个月内有几件事值得关注:</p><p>2月末的新产品发布会,届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品(例如集中式空调),随后小米15 Ultra将于3月2日全球发布;我们将关注官方定价、订单量以及可能宣布的增值服务;</p><p>SU7 Ultra将于3月在纽博格林赛道进行测试;</p><p>电动汽车工厂的进展,包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新;</p><p>YU7将于6月至7月发布。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI和物联网(IoT)浪潮席卷全球的当下,小米正凭借其独特的战略布局和强大的生态优势,悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称,小米在AI和IoT领域的战略布局,通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统,未来几年有望实现强劲增长,成为AI行业最终的赢家。小米处于有利地位,能够以更高效的方式提升其AI技术能力,通过AI扩大其“人×车×家”生态系统并推动销售...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514894748","content_text":"在AI和物联网(IoT)浪潮席卷全球的当下,小米正凭借其独特的战略布局和强大的生态优势,悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称,小米在AI和IoT领域的战略布局,通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统,未来几年有望实现强劲增长,成为AI行业最终的赢家。小米处于有利地位,能够以更高效的方式提升其AI技术能力,通过AI扩大其“人×车×家”生态系统并推动销售增长,并且有望在长期内向互联网/软件服务领域上游迈进,通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。高盛将小米12个月目标价从38港元大幅上调至58港元,较周五收盘价高12%以上,并重申了“买入”评级。AI+AIoT生态系统报告指出,小米正在构建操作系统级别的AI代理——Xiaoai,并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中,实现从智能手机到智能家居、电动汽车的全方位智能化连接。截至2024年,小米的AIoT设备连接数已接近9亿台,这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛还认为,各公司在AI大语言模型能力方面的差距逐渐缩小,小米的差异化优势体现在两个方面:首先,获客成本低,小米拥有全球第三大智能手机市场份额(2023年占比13%),这意味着其AI技术可以通过海量的设备快速落地和推广。其次,小米的AI技术不仅局限于软件层面,还通过硬件与软件的深度结合,实现了更高效的智能化体验。例如,小米的智能汽车SU7 Ultra和即将发布的YU7,不仅在性能上对标豪华品牌,更在智能化配置上展现出强大的竞争力。业绩还有很大想象空间高盛对小米的财务前景持乐观态度。报告预测,小米2024年至2027年的收入复合年增长率(CAGR)将达到26%,净利润CAGR更是高达35%,这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到,小米在AIoT和汽车领域的增长潜力巨大,预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。在智能手机业务方面,小米的全球市场份额在2024年第四季度达到13%,较去年同期略有增长。与此同时,小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长,显示出其在国内市场的强劲竞争力。高盛认为,随着小米在AI技术上的持续投入,其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。电动汽车业务方面,高盛预计,小米2025年的智能电动汽车交付量将达到36万辆,超出管理层此前设定的30万辆目标。其中,高端车型SU7 Ultra的交付量有望达到1万辆,其售价预计为75万元人民币,毛利率将是普通车型的5倍。高盛还指出,未来几个月内有几件事值得关注:2月末的新产品发布会,届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品(例如集中式空调),随后小米15 Ultra将于3月2日全球发布;我们将关注官方定价、订单量以及可能宣布的增值服务;SU7 Ultra将于3月在纽博格林赛道进行测试;电动汽车工厂的进展,包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新;YU7将于6月至7月发布。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407465651024392,"gmtCreate":1740497691149,"gmtModify":1740497693021,"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"themes":[],"htmlText":"你抄他的底,他抄你的家[笑哭] ","listText":"你抄他的底,他抄你的家[笑哭] ","text":"你抄他的底,他抄你的家[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407465651024392","repostId":"1193528405","repostType":2,"repost":{"id":"1193528405","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740497262,"share":"https://www.laohu8.com/m/news/1193528405?lang=&edition=full","pubTime":"2025-02-25 23:27","market":"us","language":"zh","title":"美股异动 | 明星科技股跌幅扩大!特斯拉跌超7%,英特尔跌6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193528405","media":"老虎资讯综合","summary":"2月25日,美股明星科技股弱势下跌,$特斯拉(TSLA)$跌超5%,$英特尔(INTC)$跌超3%,$英伟达(NVDA)$、ARM跌超2%,$博通(BRCM)$、$亚马逊(AMZN)$、$谷歌(GOOG)$Meta跌超1%。","content":"<html><head></head><body><p>2月25日,美股明星科技股跌幅扩大,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超7%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌6%,Palantir跌超5%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、ARM跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/590d3f0285f4b949ea6a33437aef69f1\" title=\"\" tg-width=\"436\" tg-height=\"629\"/></p><p><strong>“七巨头”指数进入调整区间 </strong></p><p>在过去两年里,标普500指数的大部分涨幅都是由七家最大公司(苹果、英伟达、微软、Alphabet、亚马逊、Meta和特斯拉)推动的,而这七家公司在2025年的开局并不顺利,陷入了调整区间,抹去了约1.4万亿美元的市值。</p><p>彭博“七巨头”指数已从去年12月高点下跌了约 10%。特斯拉以年内近25%跌幅领跌,其次是微软和Alphabet。</p><p>在特朗普赢得选举胜利后,特斯拉的股价一度大涨,但此后又遭大幅抛售。特斯拉的股价因一连串糟糕的销售报告和竞争加剧而陷入困境。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 明星科技股跌幅扩大!特斯拉跌超7%,英特尔跌6%</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; }\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美股异动 | 明星科技股跌幅扩大!特斯拉跌超7%,英特尔跌6%\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\">2025-02-25 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月25日,美股明星科技股跌幅扩大,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超7%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌6%,Palantir跌超5%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、ARM跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/590d3f0285f4b949ea6a33437aef69f1\" title=\"\" tg-width=\"436\" tg-height=\"629\"/></p><p><strong>“七巨头”指数进入调整区间 </strong></p><p>在过去两年里,标普500指数的大部分涨幅都是由七家最大公司(苹果、英伟达、微软、Alphabet、亚马逊、Meta和特斯拉)推动的,而这七家公司在2025年的开局并不顺利,陷入了调整区间,抹去了约1.4万亿美元的市值。</p><p>彭博“七巨头”指数已从去年12月高点下跌了约 10%。特斯拉以年内近25%跌幅领跌,其次是微软和Alphabet。</p><p>在特朗普赢得选举胜利后,特斯拉的股价一度大涨,但此后又遭大幅抛售。特斯拉的股价因一连串糟糕的销售报告和竞争加剧而陷入困境。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP 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能不能让你的股东们感受一下全球第一大科技公司的创新[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887699083","repostId":"1131422564","repostType":4,"repost":{"id":"1131422564","kind":"news","pubTimestamp":1632022269,"share":"https://www.laohu8.com/m/news/1131422564?lang=&edition=full","pubTime":"2021-09-19 11:31","market":"us","language":"zh","title":"媒体称苹果2023年推首款折叠手机,支持手写笔","url":"https://stock-news.laohu8.com/highlight/detail?id=1131422564","media":"TechWeb","summary":"目前苹果正与LG Display开发可折叠面板。","content":"<p>作者:海蓝</p>\n<p>9月19日消息,据国外媒体报道,在<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>华为等厂商推出多款可折叠的智能手机之后,外界也在关注目前高端智能手机市场霸主的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,会在何时推出可折叠iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p>对于可折叠iPhone,此前也曾有过报道。去年11月份,曾有报道称,苹果已经将可折叠iPhone的样品,送至代工商富士康进行测试,主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初,又有报道称苹果送往富士康的可折叠iPhone样品,已经通过了第一项测试,也就是组装质量控制检查。</p>\n<p>而外媒最新的报道显示,<b>苹果正在研发的可折叠iPhone,有望在2023年推出,也就是两年之后就将问世。</b></p>\n<p>外媒在报道中还提到,苹果将推出的可折叠iPhone,将类似于三星的Galaxy Z Flip,将支持手写笔。</p>\n<p>对于苹果的可折叠iPhone,在苹果产品预测方面有很高准确性的分析师郭明錤,今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题,有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。</p>","source":"Techweb","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>媒体称苹果2023年推首款折叠手机,支持手写笔</title>\n<style 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href=\"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b95f4db484e190b0b606d702f9cb7b7e","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131422564","content_text":"作者:海蓝\n9月19日消息,据国外媒体报道,在三星华为等厂商推出多款可折叠的智能手机之后,外界也在关注目前高端智能手机市场霸主的苹果,会在何时推出可折叠iPhone。\n\n对于可折叠iPhone,此前也曾有过报道。去年11月份,曾有报道称,苹果已经将可折叠iPhone的样品,送至代工商富士康进行测试,主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初,又有报道称苹果送往富士康的可折叠iPhone样品,已经通过了第一项测试,也就是组装质量控制检查。\n而外媒最新的报道显示,苹果正在研发的可折叠iPhone,有望在2023年推出,也就是两年之后就将问世。\n外媒在报道中还提到,苹果将推出的可折叠iPhone,将类似于三星的Galaxy Z Flip,将支持手写笔。\n对于苹果的可折叠iPhone,在苹果产品预测方面有很高准确性的分析师郭明錤,今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题,有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}