WGJJS的个人主页 - 老虎社区

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IP属地：浙江

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3主题

0勋章

01-08

$MINIMAX-WP(00100)$ 都远不及期望值啊，我就打了个壁刃，吃了点，这几个都没碰

2025-12-30

$壁仞科技(06082)$ 算起来中签率有点低，需要倍数涨

2025-11-21

AI的真正问题是没有在最终用户那里产生收入，最终用户，是普罗大众，面对普罗大众，卖广告，似乎是唯一出路

英伟达财报后走势“诡异”，6100亿美元“AI庞氏骗局”崩盘？

2025-09-18

$英特尔(INTC)$ 上次卖了后，买了个底仓，靠，英伟达损我道心

2025-08-28

$美团-W(03690)$ 到60左右再加，现在不要买，利空远没有出尽

2025-08-25

$拼多多(PDD)$ 是一家极好的公司，不过他们不想股票上涨

2025-08-06

$Figma(FIG)$ 股东自己都看空，就别蹚浑水了

2025-07-21

$纳斯达克(.IXIC)$ 危了，需要正常回调下

2025-06-26

纯视觉自动驾驶绝对不行的

安全员频繁介入难掩隐患，特斯拉Robotaxi首秀暴露商业化技术缺陷

2025-06-23

特斯拉的无人车真正上路后，大概率会把它自己脸扇烂，纯视觉不可行，极端天气，甚至大暴雨都搞不定

最新研究：特斯拉Robotaxi比谷歌Waymo安全7倍，成本仅1/7

2025-06-20

$Circle Internet Corp.(CRCL)$ 稳定币代表着美国未来对全球的收割能力，必须要涨天上去[开心] [开心]

2025-06-20

$三花智控(02050)$ 中签率太低了

2025-05-16

$联合健康(UNH)$ 这家公司牵扯事情太大，不过问题没这么严重

2025-05-08

川王又来了，估计又得几十亿入账

美股持续走高，特朗普宣布美英贸易协定，并称最好赶快去买股票

2025-05-02

每个人都知道这是虚假数据，每个月都得改[开心]

美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息

2025-04-11

$纳斯达克(.IXIC)$ 话说川普公然操纵市场，赚得这么多，公蜘们所谓的制度纠偏在哪里呢[财迷] [财迷]

2025-04-11

$纳斯达克(.IXIC)$ 短期不降息，要是美债卖不动，全凉

2025-04-10

千里做官只为财

2025-04-09

$纳斯达克(.IXIC)$ 完全脱钩了，这50个点加与不加没有意义，不必在意。等以后滞胀了，才会继续跌

2025-04-09

必将反制

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 都远不及期望值啊，我就打了个壁刃，吃了点，这几个都没碰","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 都远不及期望值啊，我就打了个壁刃，吃了点，这几个都没碰","text":"$MINIMAX-WP(00100)$ 都远不及期望值啊，我就打了个壁刃，吃了点，这几个都没碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519542907388280","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516347092115768,"gmtCreate":1767084895030,"gmtModify":1767084907647,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 算起来中签率有点低，需要倍数涨","listText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 算起来中签率有点低，需要倍数涨","text":"$壁仞科技(06082)$ 算起来中签率有点低，需要倍数涨","images":[{"img":"https://static.tigerbbs.com/49fd8281d037696b00b26b6c712051da","width":"1069","height":"766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516347092115768","isVote":1,"tweetType":1,"viewCount":9570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502510361395920,"gmtCreate":1763701645813,"gmtModify":1763701648413,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"title":"","htmlText":"AI的真正问题是没有在最终用户那里产生收入，最终用户，是普罗大众， 面对普罗大众，卖广告，似乎是唯一出路","listText":"AI的真正问题是没有在最终用户那里产生收入，最终用户，是普罗大众， 面对普罗大众，卖广告，似乎是唯一出路","text":"AI的真正问题是没有在最终用户那里产生收入，最终用户，是普罗大众， 面对普罗大众，卖广告，似乎是唯一出路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502510361395920","repostId":"2585195463","repostType":2,"repost":{"id":"2585195463","kind":"news","weMediaInfo":{"introduction":"早报天天读，汇集天下事，做最好听的有声财经播报。","home_visible":1,"media_name":"格隆汇APP","id":"11","head_image":"https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d"},"pubTimestamp":1763697735,"share":"https://www.laohu8.com/m/news/2585195463?lang=zh_CN&edition=full","pubTime":"2025-11-21 12:02","market":"us","language":"zh","title":"英伟达财报后走势“诡异”，6100亿美元“AI庞氏骗局”崩盘？","url":"https://stock-news.laohu8.com/highlight/detail?id=2585195463","media":"格隆汇APP","summary":"英伟达未结账款达334亿美元，一年内激增89%。","content":"<html><head></head><body><p>金融市场独立研究员佩雷拉(Shanaka Anslem Perera)发文称，昨日，一场史无前例的剧变发生。 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价在财报发布后飙升5%，却在18小时内暴跌至负值区间。<strong>华尔街算法捕捉到了人类未能察觉的异常：账面数据存在严重矛盾。</strong></p><p>周五，英伟达夜盘股价短线“跳水”，截至发稿由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5f8ac56f4b709a46cfddf48cf18809\" title=\"\" tg-width=\"1161\" tg-height=\"429\"/></p><p><strong>具体发现如下：</strong></p><p><strong>英伟达披露未结账款达334亿美元，一年内激增89%。购买芯片的客户尚未付款，平均付款周期从46天延长至53天。这额外的一周意味着104亿美元可能永远无法收回。</strong>与此同时，英伟达库存积压芯片达198亿美元，三个月内增长32%。但管理层声称需求疯狂而供应受限。两者不可能同时成立。要么客户不愿购买，要么他们空手下单。现金流揭示了真相。英伟达实际产生145亿美元现金，却报告193亿美元利润。两者相差48亿美元。台积电和AMD等健康芯片企业能将95%以上利润转化为现金，英伟达仅能转化75%。这已达危机级别。</p><p>更令人发指的是：英伟达向xAI注资20亿美元，xAI却借贷125亿美元采购英伟达芯片；微软向OpenAI投入130亿美元，OpenAI承诺斥资500亿美元购买微软云服务；微软为该云平台订购价值1000亿美元的英伟达芯片；甲骨文向OpenAI提供3000亿美元云服务额度，OpenAI则为甲骨文数据中心订购英伟达芯片。同一笔资金在不同公司间循环往复，被多次计入营收。英伟达记账销售额，却无人真正付款。账单日益陈旧，库存不断堆积，现金流始终缺席。</p><p>上周AI公司CEO们已亲口承认。爱彼迎CEO称之为“氛围营收”。OpenAI每年烧掉93亿美元却仅赚37亿美元，年亏损达56亿美元。1570亿美元的估值需要3.1万亿美元的未来利润支撑，而麻省理工学院研究表明95%的人工智能项目永远无法实现这种盈利。<br/>硅谷风投教父彼得·蒂尔于11月9日抛售价值1亿美元的英伟达股票。软银集团11月11日抛售58亿美元持股。“大空头”迈克尔·伯里买入看跌期权，押注英伟达股价将在2026年3月前跌至140美元。</p><p>与人工智能投机密切相关的比特币，已从10月的12.6万美元跌至今日的89,567美元，跌幅达29%。人工智能初创企业持有价值268亿美元的比特币作为贷款抵押品。当英伟达股价再跌40%时，这些贷款将违约，迫使抛售230亿美元比特币，导致加密货币崩盘至5.2万美元。</p><p>时间线已然明朗：2026年2月，英伟达公布财报揭露逾期账款规模；2026年3月，评级机构下调信用评级；2026年4月，首次财务重述。这场耗时18个月构筑的骗局，在90天内土崩瓦解。</p><p 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达财报后走势“诡异”，6100亿美元“AI庞氏骗局”崩盘？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2025-11-21 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>金融市场独立研究员佩雷拉(Shanaka Anslem Perera)发文称，昨日，一场史无前例的剧变发生。 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价在财报发布后飙升5%，却在18小时内暴跌至负值区间。<strong>华尔街算法捕捉到了人类未能察觉的异常：账面数据存在严重矛盾。</strong></p><p>周五，英伟达夜盘股价短线“跳水”，截至发稿由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5f8ac56f4b709a46cfddf48cf18809\" title=\"\" tg-width=\"1161\" tg-height=\"429\"/></p><p><strong>具体发现如下：</strong></p><p><strong>英伟达披露未结账款达334亿美元，一年内激增89%。购买芯片的客户尚未付款，平均付款周期从46天延长至53天。这额外的一周意味着104亿美元可能永远无法收回。</strong>与此同时，英伟达库存积压芯片达198亿美元，三个月内增长32%。但管理层声称需求疯狂而供应受限。两者不可能同时成立。要么客户不愿购买，要么他们空手下单。现金流揭示了真相。英伟达实际产生145亿美元现金，却报告193亿美元利润。两者相差48亿美元。台积电和AMD等健康芯片企业能将95%以上利润转化为现金，英伟达仅能转化75%。这已达危机级别。</p><p>更令人发指的是：英伟达向xAI注资20亿美元，xAI却借贷125亿美元采购英伟达芯片；微软向OpenAI投入130亿美元，OpenAI承诺斥资500亿美元购买微软云服务；微软为该云平台订购价值1000亿美元的英伟达芯片；甲骨文向OpenAI提供3000亿美元云服务额度，OpenAI则为甲骨文数据中心订购英伟达芯片。同一笔资金在不同公司间循环往复，被多次计入营收。英伟达记账销售额，却无人真正付款。账单日益陈旧，库存不断堆积，现金流始终缺席。</p><p>上周AI公司CEO们已亲口承认。爱彼迎CEO称之为“氛围营收”。OpenAI每年烧掉93亿美元却仅赚37亿美元，年亏损达56亿美元。1570亿美元的估值需要3.1万亿美元的未来利润支撑，而麻省理工学院研究表明95%的人工智能项目永远无法实现这种盈利。<br/>硅谷风投教父彼得·蒂尔于11月9日抛售价值1亿美元的英伟达股票。软银集团11月11日抛售58亿美元持股。“大空头”迈克尔·伯里买入看跌期权，押注英伟达股价将在2026年3月前跌至140美元。</p><p>与人工智能投机密切相关的比特币，已从10月的12.6万美元跌至今日的89,567美元，跌幅达29%。人工智能初创企业持有价值268亿美元的比特币作为贷款抵押品。当英伟达股价再跌40%时，这些贷款将违约，迫使抛售230亿美元比特币，导致加密货币崩盘至5.2万美元。</p><p>时间线已然明朗：2026年2月，英伟达公布财报揭露逾期账款规模；2026年3月，评级机构下调信用评级；2026年4月，首次财务重述。这场耗时18个月构筑的骗局，在90天内土崩瓦解。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5f597ba02e9edfaeba010a07aa50e2\" title=\"\" tg-width=\"1248\" tg-height=\"441\"/></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":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121120511a4b0a566&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585195463","content_text":"金融市场独立研究员佩雷拉(Shanaka Anslem Perera)发文称，昨日，一场史无前例的剧变发生。 英伟达 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危了，需要正常回调下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459010720112880","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450157364789296,"gmtCreate":1750928106413,"gmtModify":1750928108039,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"纯视觉自动驾驶绝对不行的","listText":"纯视觉自动驾驶绝对不行的","text":"纯视觉自动驾驶绝对不行的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450157364789296","repostId":"2546276901","repostType":2,"repost":{"id":"2546276901","kind":"news","pubTimestamp":1750906242,"share":"https://www.laohu8.com/m/news/2546276901?lang=zh_CN&edition=full","pubTime":"2025-06-26 10:50","market":"hk","language":"zh","title":"安全员频繁介入难掩隐患，特斯拉Robotaxi首秀暴露商业化技术缺陷","url":"https://stock-news.laohu8.com/highlight/detail?id=2546276901","media":"智通财经","summary":"面对质疑，特斯拉安全团队强调测试车辆均配置双保险机制，除自动驾驶系统外，前排座位始终配备专业安全监控员。但联邦监管部门已介入调查，奥斯汀市政厅表示正与特斯拉建立专项沟通机制，重点协调自动驾驶车辆与警务执法的交互规范。随着更多城市部署计划提上日程，如何平衡技术创新与安全保障，将成为特斯拉必须解答的终极命题。","content":"<html><head></head><body><p>智通财经APP获悉，6月25日<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在德克萨斯州奥斯汀首次向公众开放自动驾驶出租车试乘服务，这场备受瞩目的技术展示却因多起驾驶异常引发行业震动。据媒体核实的11段现场<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，测试车辆在开放道路环境中出现了包括车道误判、危险停车、异常变道等在内的多项操作问题，为特斯拉自动驾驶战略蒙上阴影。</p><p>作为特斯拉CEO埃隆·马斯克战略转型的核心支柱，自动驾驶技术的商业化进程正面临前所未有的压力。在传统汽车销售承压的背景下，马斯克曾公开宣称特斯拉的财务未来与自动驾驶技术深度绑定，并立下2025年下半年实现数百万辆特斯拉完全自动驾驶的激进目标。然而此次测试暴露的问题，让这个时间表的可信度遭遇质疑。</p><p>试乘乘客记录的影像资料揭示了多个危险场景：某测试车辆在六车道主干道突然变道至对向车道，持续逆行达6秒之久，期间转向系统出现非预期抖动;另一辆出租车在无障碍物情况下紧急制动，导致乘客随身物品散落车厢;更有车辆在经过闪烁警灯的警车时两次毫无征兆停在路中央。最引发安全担忧的案例发生在多车道交汇处，测试车竟将乘客滞留在车流密集的十字路口中央，而车辆前排配备的人工安全员不得不介入终止行驶。</p><p>面对质疑，特斯拉安全团队强调测试车辆均配置双保险机制，除自动驾驶系统外，前排座位始终配备专业安全监控员。在某段视频中，当测试车前方出现倒车的货运卡车时，安全员及时按下紧急停止按钮避免碰撞。但卡内基梅隆大学自动驾驶专家菲利普·库普曼指出：&#34;首日测试即出现如此高频次异常操作，这反映出系统决策逻辑存在根本性缺陷。&#34;</p><p>值得关注的是，特斯拉此次采用&#34;渐进式开放&#34;策略：初期仅邀请精选用户参与，设置固定4.2美元收费标准，划定有限运营区域并规避复杂路况。但德州大学交通工程教授卡拉·科克尔曼认为，即便在受限场景下，让乘客在六车道公路中间下车的行为仍构成重大安全隐患，&#34;这暴露出系统对道路环境的理解存在根本性认知偏差&#34;。</p><p>行业对比显示，自动驾驶商业化道路充满坎坷。Alphabet(GOOGL.US)旗下Waymo虽成为美国首家实现无安全员商业化运营的企业，但其奥斯汀运营也面临交通阻塞等挑战;通用(GM.US)Cruise更因安全事故被迫暂停服务。特斯拉此次测试规模达10-20辆改装版Model Y，规模虽小却因马斯克的高调宣传备受瞩目。</p><p>支持者认为不应过度解读测试初期问题。普林斯顿大学教授阿兰·科恩豪泽指出，某些异常操作实为保守安全策略的体现，例如以低于车流速度行驶恰恰体现系统对风险的谨慎评估。但联邦监管部门已介入调查，奥斯汀市政厅表示正与特斯拉建立专项沟通机制，重点协调自动驾驶车辆与警务执法的交互规范。</p><p>这场技术豪赌正进入关键节点：马斯克数年来多次推迟自动驾驶承诺，而当前测试暴露的问题既关乎特斯拉的资本估值，更涉及公共道路安全底线。随着更多城市部署计划提上日程，如何平衡技术创新与安全保障，将成为特斯拉必须解答的终极命题。</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>安全员频繁介入难掩隐患，特斯拉Robotaxi首秀暴露商业化技术缺陷</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安全员频繁介入难掩隐患，特斯拉Robotaxi首秀暴露商业化技术缺陷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1309929.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，6月25日特斯拉(TSLA.US)在德克萨斯州奥斯汀首次向公众开放自动驾驶出租车试乘服务，这场备受瞩目的技术展示却因多起驾驶异常引发行业震动。据媒体核实的11段现场视频显示，测试车辆在开放道路环境中出现了包括车道误判、危险停车、异常变道等在内的多项操作问题，为特斯拉自动驾驶战略蒙上阴影。作为特斯拉CEO埃隆·马斯克战略转型的核心支柱，自动驾驶技术的商业化进程正面临前所未有的压力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1309929.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4598":"佩洛西持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1309929.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546276901","content_text":"智通财经APP获悉，6月25日特斯拉(TSLA.US)在德克萨斯州奥斯汀首次向公众开放自动驾驶出租车试乘服务，这场备受瞩目的技术展示却因多起驾驶异常引发行业震动。据媒体核实的11段现场视频显示，测试车辆在开放道路环境中出现了包括车道误判、危险停车、异常变道等在内的多项操作问题，为特斯拉自动驾驶战略蒙上阴影。作为特斯拉CEO埃隆·马斯克战略转型的核心支柱，自动驾驶技术的商业化进程正面临前所未有的压力。在传统汽车销售承压的背景下，马斯克曾公开宣称特斯拉的财务未来与自动驾驶技术深度绑定，并立下2025年下半年实现数百万辆特斯拉完全自动驾驶的激进目标。然而此次测试暴露的问题，让这个时间表的可信度遭遇质疑。试乘乘客记录的影像资料揭示了多个危险场景：某测试车辆在六车道主干道突然变道至对向车道，持续逆行达6秒之久，期间转向系统出现非预期抖动;另一辆出租车在无障碍物情况下紧急制动，导致乘客随身物品散落车厢;更有车辆在经过闪烁警灯的警车时两次毫无征兆停在路中央。最引发安全担忧的案例发生在多车道交汇处，测试车竟将乘客滞留在车流密集的十字路口中央，而车辆前排配备的人工安全员不得不介入终止行驶。面对质疑，特斯拉安全团队强调测试车辆均配置双保险机制，除自动驾驶系统外，前排座位始终配备专业安全监控员。在某段视频中，当测试车前方出现倒车的货运卡车时，安全员及时按下紧急停止按钮避免碰撞。但卡内基梅隆大学自动驾驶专家菲利普·库普曼指出：\"首日测试即出现如此高频次异常操作，这反映出系统决策逻辑存在根本性缺陷。\"值得关注的是，特斯拉此次采用\"渐进式开放\"策略：初期仅邀请精选用户参与，设置固定4.2美元收费标准，划定有限运营区域并规避复杂路况。但德州大学交通工程教授卡拉·科克尔曼认为，即便在受限场景下，让乘客在六车道公路中间下车的行为仍构成重大安全隐患，\"这暴露出系统对道路环境的理解存在根本性认知偏差\"。行业对比显示，自动驾驶商业化道路充满坎坷。Alphabet(GOOGL.US)旗下Waymo虽成为美国首家实现无安全员商业化运营的企业，但其奥斯汀运营也面临交通阻塞等挑战;通用(GM.US)Cruise更因安全事故被迫暂停服务。特斯拉此次测试规模达10-20辆改装版Model Y，规模虽小却因马斯克的高调宣传备受瞩目。支持者认为不应过度解读测试初期问题。普林斯顿大学教授阿兰·科恩豪泽指出，某些异常操作实为保守安全策略的体现，例如以低于车流速度行驶恰恰体现系统对风险的谨慎评估。但联邦监管部门已介入调查，奥斯汀市政厅表示正与特斯拉建立专项沟通机制，重点协调自动驾驶车辆与警务执法的交互规范。这场技术豪赌正进入关键节点：马斯克数年来多次推迟自动驾驶承诺，而当前测试暴露的问题既关乎特斯拉的资本估值，更涉及公共道路安全底线。随着更多城市部署计划提上日程，如何平衡技术创新与安全保障，将成为特斯拉必须解答的终极命题。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449196532482632,"gmtCreate":1750693867313,"gmtModify":1750693869122,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"特斯拉的无人车真正上路后，大概率会把它自己脸扇烂，纯视觉不可行，极端天气，甚至大暴雨都搞不定","listText":"特斯拉的无人车真正上路后，大概率会把它自己脸扇烂，纯视觉不可行，极端天气，甚至大暴雨都搞不定","text":"特斯拉的无人车真正上路后，大概率会把它自己脸扇烂，纯视觉不可行，极端天气，甚至大暴雨都搞不定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449196532482632","repostId":"1176522203","repostType":2,"repost":{"id":"1176522203","kind":"news","pubTimestamp":1750665092,"share":"https://www.laohu8.com/m/news/1176522203?lang=zh_CN&edition=full","pubTime":"2025-06-23 15:51","market":"us","language":"zh","title":"最新研究：特斯拉Robotaxi比谷歌Waymo安全7倍，成本仅1/7","url":"https://stock-news.laohu8.com/highlight/detail?id=1176522203","media":"智能车参考","summary":"新势力还在热身，就超越了场上的老大。","content":"<html><head></head><body><p><em>作者：一凡</em></p><p>“纯视觉特斯拉无人车，比Waymo更便宜，更安全”。</p><p style=\"text-align: left;\">最近，一份对比Waymo和特斯拉的报告引发争议，报告援引官方数据，得出结论：</p><p style=\"text-align: left;\"><strong>Waymo无人车比特斯拉贵7倍，但安全度仅1/7</strong>。</p><p style=\"text-align: left;\">虽然就连谷歌CEO劈柴哥<em>(Sundar Pichai )</em>也曾公开承认，特斯拉是自动驾驶的领导者，但是双方差距居然如此之大，还挺让人震撼的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f8604fb01e96deec4377ff47093ce2\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: left;\">新势力还在热身，就超越了场上的老大。</p><p style=\"text-align: left;\">怎么回事？</p><h2 id=\"id_671624980\" style=\"text-align: left;\">「成本高7倍，安全度仅1/7」</h2><p style=\"text-align: left;\">最近，有美国媒体发布了一份付费报告，试图用数据论证特斯拉Robotaxi对比Waymo的两大优势。</p><p style=\"text-align: left;\">第一大优势，<strong>是特斯拉Robotaxi比Waymo更便宜</strong>，具体地说，Waymo的整车成本是特斯拉Robotaxi的七倍。</p><p style=\"text-align: left;\">Waymo目前运营的是第五代车，基于捷豹I-Pace打造，这是一辆纯电SUV，在美国售价高达7.73万美元，折合人民币约为<strong>52.7万元</strong>。</p><p style=\"text-align: left;\">而特斯拉这边，目前采用的Robotaxi就是Model Y，在美国售价为44990美元，折合人民币约为32.3万元，是I-Pace价格的61%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27555d69edd70bd1fe76245f6c34c9c1\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"471\"/></p><p style=\"text-align: left;\">价格看上去只差了一半不到，但还要考虑到车上的感知硬件成本。Waymo在I-Pace还加装了各种各样传感器，仅激光雷达就有5个。</p><p style=\"text-align: left;\">众所周知，激光雷达是中国玩家遥遥领先的领域，2024年的统计数据显示，<strong>禾赛、速腾和华为合计包揽了全球76%的市场份额</strong>，不管是性能和成本控制都更优秀。而众所不周知的是，由于美国相关法案限制，采用中国自动驾驶套件的车辆无法在美上路，只能搭载其他地区的产品，这也无形中抬高了<strong>部分</strong>美国Robotaxi的成本。</p><p style=\"text-align: left;\">Waymo的摄像头也更多，五代车安装了29个，<strong>Model Y感知硬件只有8个摄像头</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c8d759e712937c58516ad47bd872f9a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: left;\">双方的量产规模也不在一个级别，特斯拉每年有上百万台车出厂，而Waymo最近公布的车队规模是1500辆，这也会拉开成本差距。按照报告给出的结论，Waymo无人车成本应该在200万元以上。同时双方软件研发摊薄后的成本也不在一个量级。</p><p style=\"text-align: left;\">综合对比后，特斯拉Robotaxi在成本侧对比Waymo确实很大优势。单看这点，争议不大。</p><p style=\"text-align: left;\">但报告还同时对比了双方的安全性，忽视了关键因素，引发行业批评。</p><h2 id=\"id_2613932082\" style=\"text-align: left;\">安全性真的差那么大吗？</h2><p style=\"text-align: left;\">报告利用所谓的<strong>事故率</strong>，对比了双方的安全度。</p><p style=\"text-align: left;\">报告援引官方数据，表示FSD每行驶<strong>160万公里约发生0.15起</strong>事故，而Waymo同等距离下，会发生1.16起事故，从直观数据上来看安全性何止差了7倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fa3b585100ad3c0a2c76976a652f618\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"867\"/></p><p style=\"text-align: left;\">为什么差距会这么大？</p><p style=\"text-align: left;\">报告分析认为，是由于Waymo搭载了太多传感器，感知到的数据量太大，处理不过来。</p><p style=\"text-align: left;\">听上去有点合理性，但有从业者对报告提出了不同意见，指出<strong>这是歪曲数据得出的结论</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0acc5a2f841a87bb045910f2af5a0ee\" alt=\"\" title=\"\" tg-width=\"210\" tg-height=\"156\"/></p><p style=\"text-align: left;\">报告的数据来源和对比都缺乏一致性，首先，报告引用数据的时间段不同。特斯拉的数据是2025年一季度，Waymo的数据则是2024年四季度，差了足足三个月，将近100天的时间，AI算法迭代日新月异，这样对比多少有失公平。</p><p style=\"text-align: left;\">其次，事故率的计算也有问题。在报告援引的官方数据中，特斯拉仅在安全气囊或安全带收紧器触发时才将其计为“事故”，对于轻微的碰撞事件，则不计入在内。而Waymo统计的事故，则包括了安全气囊触发、车辆受损、交警报告的碰撞等。</p><p style=\"text-align: left;\">双方对“事故”的认定都不一样，所谓事故率自然也没什么好比较的。</p><p style=\"text-align: left;\">最最最不能回避的一点是，特斯拉目前路测的Robotaxi很少，FSD绝大多数情况下是有人监督的智能辅助驾驶，属于人机共驾。而Waymo早已实现主驾无人，是真正的无人驾驶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a567502c4315fef5c146c6230c68feff\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"491\"/></p><p style=\"text-align: left;\">实际上，此前国内也不乏类似的对比，当时由于技术不够成熟，法规做出了限制，许多Robotaxi设置了安全员，随时准备接管，从形式上看这与智能辅助驾驶没什么区别，引发了很多争论。</p><p style=\"text-align: left;\">直到2022年前后，Robotaxi开始放开主驾无人，L2与L4从此泾渭分明，判若两物，争议就此减少。有无人车头部负责人曾表示，<strong>应该让无人和无人比，有人驾的车和有人比</strong>，以此来回应Robotaxi与L2头部玩家的对比。</p><p style=\"text-align: left;\">此时此刻，硅谷又出现了类似的对比，而且形成了特斯拉远比Waymo更安全，占尽优势的报告，或许是给特斯拉Robotaxi即将正式上线吹风。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/333fe4bfdcf9cbb362d511898abce3ec\" alt=\"\" title=\"\" tg-width=\"852\" tg-height=\"790\"/></p><p style=\"text-align: left;\">特斯拉Robotaxi预计将于近期上线，有消息称首批仅10辆车，面向内部员工和受邀人员内测。马斯克对此很乐观，<strong>认为车队规模会在数月之内扩至1000辆</strong>。</p><p style=\"text-align: left;\">报告比马斯克还乐观35倍，指出特斯拉在数据规模、运营范围以及整车适配上都有很大优势，预测到今年年底特斯拉Robotaxi车队规模将迅速达到<strong>3.5万辆</strong>，Waymo会同时增长到2500辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4d81097f436dce8e64fa4b747e882d2\" alt=\"\" title=\"\" tg-width=\"942\" tg-height=\"560\"/></p><p style=\"text-align: left;\">3.5万辆是个什么水平？</p><p style=\"text-align: left;\">目前中美无人车双雄，Waymo和萝卜快跑车队规模合计有2500辆，其他玩家都还在朝着一千台努力。3.5万辆，是<strong>当前全球所有Robotaxi玩家车队数总和</strong>的数倍之多。</p><p style=\"text-align: left;\">如果特斯拉无人车真能在短时间内膨胀至此，那无疑将是行业的里程碑式成绩，给行业带来巨大利好。</p><p style=\"text-align: left;\">这不仅激励了当下的无人车玩家，也将充分验证L2升维路线的可行性，基于量产车，100%采用车规级部件落地Robotaxi这条路跑通了。</p><p style=\"text-align: left;\">自动驾驶最强鲶鱼，Robotaxi最关键的变量，已经来了。</p><p style=\"text-align: left;\">L4玩家最强的友商可能不是Waymo，更需要警惕的是特斯拉。</p><p style=\"text-align: left;\">以及在中国，和特斯拉一样路线的Momenta也明确了Robotaxi目标。</p><p style=\"text-align: left;\">而这条L2-L3……的路线上，还可能有“遥遥领先”的华为。</p></body></html>","source":"lsy1611665793971","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>最新研究：特斯拉Robotaxi比谷歌Waymo安全7倍，成本仅1/7</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最新研究：特斯拉Robotaxi比谷歌Waymo安全7倍，成本仅1/7\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-23 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LTRDPB_rj7XP9i84uLM8og><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：一凡“纯视觉特斯拉无人车，比Waymo更便宜，更安全”。最近，一份对比Waymo和特斯拉的报告引发争议，报告援引官方数据，得出结论：Waymo无人车比特斯拉贵7倍，但安全度仅1/7。虽然就连谷歌CEO劈柴哥(Sundar Pichai )也曾公开承认，特斯拉是自动驾驶的领导者，但是双方差距居然如此之大，还挺让人震撼的。新势力还在热身，就超越了场上的老大。怎么回事？「成本高7倍，安全度仅1/7...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LTRDPB_rj7XP9i84uLM8og\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74e4053fe2556ae7b4d2f8e7e0478ae5","relate_stocks":{"GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/LTRDPB_rj7XP9i84uLM8og","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176522203","content_text":"作者：一凡“纯视觉特斯拉无人车，比Waymo更便宜，更安全”。最近，一份对比Waymo和特斯拉的报告引发争议，报告援引官方数据，得出结论：Waymo无人车比特斯拉贵7倍，但安全度仅1/7。虽然就连谷歌CEO劈柴哥(Sundar Pichai )也曾公开承认，特斯拉是自动驾驶的领导者，但是双方差距居然如此之大，还挺让人震撼的。新势力还在热身，就超越了场上的老大。怎么回事？「成本高7倍，安全度仅1/7」最近，有美国媒体发布了一份付费报告，试图用数据论证特斯拉Robotaxi对比Waymo的两大优势。第一大优势，是特斯拉Robotaxi比Waymo更便宜，具体地说，Waymo的整车成本是特斯拉Robotaxi的七倍。Waymo目前运营的是第五代车，基于捷豹I-Pace打造，这是一辆纯电SUV，在美国售价高达7.73万美元，折合人民币约为52.7万元。而特斯拉这边，目前采用的Robotaxi就是Model Y，在美国售价为44990美元，折合人民币约为32.3万元，是I-Pace价格的61%。价格看上去只差了一半不到，但还要考虑到车上的感知硬件成本。Waymo在I-Pace还加装了各种各样传感器，仅激光雷达就有5个。众所周知，激光雷达是中国玩家遥遥领先的领域，2024年的统计数据显示，禾赛、速腾和华为合计包揽了全球76%的市场份额，不管是性能和成本控制都更优秀。而众所不周知的是，由于美国相关法案限制，采用中国自动驾驶套件的车辆无法在美上路，只能搭载其他地区的产品，这也无形中抬高了部分美国Robotaxi的成本。Waymo的摄像头也更多，五代车安装了29个，Model Y感知硬件只有8个摄像头。双方的量产规模也不在一个级别，特斯拉每年有上百万台车出厂，而Waymo最近公布的车队规模是1500辆，这也会拉开成本差距。按照报告给出的结论，Waymo无人车成本应该在200万元以上。同时双方软件研发摊薄后的成本也不在一个量级。综合对比后，特斯拉Robotaxi在成本侧对比Waymo确实很大优势。单看这点，争议不大。但报告还同时对比了双方的安全性，忽视了关键因素，引发行业批评。安全性真的差那么大吗？报告利用所谓的事故率，对比了双方的安全度。报告援引官方数据，表示FSD每行驶160万公里约发生0.15起事故，而Waymo同等距离下，会发生1.16起事故，从直观数据上来看安全性何止差了7倍。为什么差距会这么大？报告分析认为，是由于Waymo搭载了太多传感器，感知到的数据量太大，处理不过来。听上去有点合理性，但有从业者对报告提出了不同意见，指出这是歪曲数据得出的结论。报告的数据来源和对比都缺乏一致性，首先，报告引用数据的时间段不同。特斯拉的数据是2025年一季度，Waymo的数据则是2024年四季度，差了足足三个月，将近100天的时间，AI算法迭代日新月异，这样对比多少有失公平。其次，事故率的计算也有问题。在报告援引的官方数据中，特斯拉仅在安全气囊或安全带收紧器触发时才将其计为“事故”，对于轻微的碰撞事件，则不计入在内。而Waymo统计的事故，则包括了安全气囊触发、车辆受损、交警报告的碰撞等。双方对“事故”的认定都不一样，所谓事故率自然也没什么好比较的。最最最不能回避的一点是，特斯拉目前路测的Robotaxi很少，FSD绝大多数情况下是有人监督的智能辅助驾驶，属于人机共驾。而Waymo早已实现主驾无人，是真正的无人驾驶。实际上，此前国内也不乏类似的对比，当时由于技术不够成熟，法规做出了限制，许多Robotaxi设置了安全员，随时准备接管，从形式上看这与智能辅助驾驶没什么区别，引发了很多争论。直到2022年前后，Robotaxi开始放开主驾无人，L2与L4从此泾渭分明，判若两物，争议就此减少。有无人车头部负责人曾表示，应该让无人和无人比，有人驾的车和有人比，以此来回应Robotaxi与L2头部玩家的对比。此时此刻，硅谷又出现了类似的对比，而且形成了特斯拉远比Waymo更安全，占尽优势的报告，或许是给特斯拉Robotaxi即将正式上线吹风。特斯拉Robotaxi预计将于近期上线，有消息称首批仅10辆车，面向内部员工和受邀人员内测。马斯克对此很乐观，认为车队规模会在数月之内扩至1000辆。报告比马斯克还乐观35倍，指出特斯拉在数据规模、运营范围以及整车适配上都有很大优势，预测到今年年底特斯拉Robotaxi车队规模将迅速达到3.5万辆，Waymo会同时增长到2500辆。3.5万辆是个什么水平？目前中美无人车双雄，Waymo和萝卜快跑车队规模合计有2500辆，其他玩家都还在朝着一千台努力。3.5万辆，是当前全球所有Robotaxi玩家车队数总和的数倍之多。如果特斯拉无人车真能在短时间内膨胀至此，那无疑将是行业的里程碑式成绩，给行业带来巨大利好。这不仅激励了当下的无人车玩家，也将充分验证L2升维路线的可行性，基于量产车，100%采用车规级部件落地Robotaxi这条路跑通了。自动驾驶最强鲶鱼，Robotaxi最关键的变量，已经来了。L4玩家最强的友商可能不是Waymo，更需要警惕的是特斯拉。以及在中国，和特斯拉一样路线的Momenta也明确了Robotaxi目标。而这条L2-L3……的路线上，还可能有“遥遥领先”的华为。","news_type":1,"symbols_score_info":{"GOOG":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448044574003256,"gmtCreate":1750408295185,"gmtModify":1750408296280,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 稳定币代表着美国未来对全球的收割能力，必须要涨天上去[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 稳定币代表着美国未来对全球的收割能力，必须要涨天上去[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$Circle Internet Corp.(CRCL)$ 稳定币代表着美国未来对全球的收割能力，必须要涨天上去[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/448044574003256","isVote":1,"tweetType":1,"viewCount":3813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447991301530312,"gmtCreate":1750395873279,"gmtModify":1750747936129,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> 中签率太低了","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> 中签率太低了","text":"$三花智控(02050)$ 中签率太低了","images":[{"img":"https://static.tigerbbs.com/cf92f7200ce3c89804fdd45e6011cd9b","width":"1079","height":"412"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/447991301530312","isVote":1,"tweetType":1,"viewCount":4082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563252969541601","authorId":"3563252969541601","name":"东南水师2021","avatar":"https://static.tigerbbs.com/1062d89ac5a88b187d5d13ed15f5d84f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3563252969541601","idStr":"3563252969541601"},"content":"这还中签率低啊，不是人手都有吗","text":"这还中签率低啊，不是人手都有吗","html":"这还中签率低啊，不是人手都有吗"},{"author":{"id":"3558339010864093","authorId":"3558339010864093","name":"乘风破浪的小姐姐","avatar":"https://static.tigerbbs.com/ee574eb2b20a387f4db3ff2d770a206f","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3558339010864093","idStr":"3558339010864093"},"content":"这中签率高得离谱，有点慌","text":"这中签率高得离谱，有点慌","html":"这中签率高得离谱，有点慌"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435677993234480,"gmtCreate":1747402656574,"gmtModify":1747402658025,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"<a 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这家公司牵扯事情太大，不过问题没这么严重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435677993234480","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432888177909944,"gmtCreate":1746719406662,"gmtModify":1746719408547,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"川王又来了，估计又得几十亿入账","listText":"川王又来了，估计又得几十亿入账","text":"川王又来了，估计又得几十亿入账","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432888177909944","repostId":"1128020843","repostType":2,"repost":{"id":"1128020843","kind":"news","pubTimestamp":1746718987,"share":"https://www.laohu8.com/m/news/1128020843?lang=zh_CN&edition=full","pubTime":"2025-05-08 23:43","market":"us","language":"zh","title":"美股持续走高，特朗普宣布美英贸易协定，并称最好赶快去买股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1128020843","media":"新浪美股","summary":"美国首次与受影响国家签署相关协议。","content":"<html><head></head><body><p>周四，美股快速拉升后维持强势，截至发稿，道指、标普500指数涨超1.4%、纳指涨约1.9%。今日，美国总统特朗普宣布，美国与英国达成一项新的贸易协议。这是自今年4月初对英国商品加征新关税以来，美国首次与受影响国家签署相关协议。<strong>特朗普还称“你最好现在就出去买股票。”</strong></p><p>与此同时，比特币自2月以来首次突破10万美元，反映了市场对贸易局势缓解的乐观情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae764a361300991174719944325adf99\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">当天的宣布仪式在白宫椭圆形办公室举行，英国首相斯塔默通过远程方式参与。特朗普在讲话中表示，该协议“全面且深入”，涵盖“数十亿美元的新增市场准入”，将“在未来多年巩固美英关系”。他强调，英国将取消众多“歧视美国产品的非关税壁垒”，“他们正在开放国家市场”。</p><p style=\"text-align: justify;\">特朗普还在其社交平台Truth Social发文称：“英国是我们长期盟友，能成为首个宣布协议的国家，是一种荣耀。”他并预告将有“许多其他贸易协议正在谈判中”。</p><p style=\"text-align: justify;\">特朗普透露，美国将通过对英国征收10%的关税，筹集60亿美元的对外税收。他称，希望为钢铁行业提供保护措施，该行业对美国、英国来说是一个重要因素；而与英国的协议扩大了牛肉和乙醇的市场准入。协议包括将英国纳入与美国经济安全联盟的计划。</p><p>美国商务部：美英协议取消了英国市场对美国出口的乙醇、牛肉、水果、蔬菜、动物饲料和烟草等产品的壁垒。在协议下，英国汽车制造商按10%的关税执行的车辆配额限制为每年10万辆，之后将支付25%的关税。</p><p style=\"text-align: start;\">英国首相斯塔默表示，美英贸易协定将把每年10万辆英国汽车的关税从27.5%降至10%。“协议将取消对英国钢铁和铝的关税，将其降至零”，并将“在不损害我们高标准的情况下，为英国农民提供前所未有的准入，”斯塔默还表示。根据行业数据，去年英国向美国出口了价值3.7亿英镑（4.92亿美元）的钢铁，占英国钢铁出口总额的9%。</p><p style=\"text-align: start;\">斯塔默在捷豹路虎工厂发表讲话时补充说：“我们向世界发出了一个信息，即英国对商业持开放态度：周二寻求与印度达成贸易协定，今天寻求与美国达成贸易协定，并努力促进与其他合作伙伴的贸易，当然也包括欧盟。”</p><p style=\"text-align: start;\">斯塔默为他与特朗普总统建立的关系进行了辩护。“近年来，有这样一种观点，有时你通过拒绝你的盟友来显示你的力量。”他说，“有很多人敦促我这样做……但这不是这个政府的运作方式。”</p><p style=\"text-align: start;\">官方数据显示，美国是英国商品出口的最大海外市场，去年英国商品出口总量中有超30%流向美国。</p><p style=\"text-align: start;\">特朗普还表示，与乌克兰达成稀土协议，稍后将与乌克兰总统泽连斯基进行会谈。</p></body></html>","source":"xlmg","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>美股持续走高，特朗普宣布美英贸易协定，并称最好赶快去买股票</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{ 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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美股持续走高，特朗普宣布美英贸易协定，并称最好赶快去买股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 23:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-05-09/doc-inevwpwr9922705.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，美股快速拉升后维持强势，截至发稿，道指、标普500指数涨超1.4%、纳指涨约1.9%。今日，美国总统特朗普宣布，美国与英国达成一项新的贸易协议。这是自今年4月初对英国商品加征新关税以来，美国首次与受影响国家签署相关协议。特朗普还称“你最好现在就出去买股票。”与此同时，比特币自2月以来首次突破10万美元，反映了市场对贸易局势缓解的乐观情绪。当天的宣布仪式在白宫椭圆形办公室举行，英国首相斯塔默...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-09/doc-inevwpwr9922705.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f24cd9fce2457f0922e086abf9c45145","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-05-09/doc-inevwpwr9922705.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128020843","content_text":"周四，美股快速拉升后维持强势，截至发稿，道指、标普500指数涨超1.4%、纳指涨约1.9%。今日，美国总统特朗普宣布，美国与英国达成一项新的贸易协议。这是自今年4月初对英国商品加征新关税以来，美国首次与受影响国家签署相关协议。特朗普还称“你最好现在就出去买股票。”与此同时，比特币自2月以来首次突破10万美元，反映了市场对贸易局势缓解的乐观情绪。当天的宣布仪式在白宫椭圆形办公室举行，英国首相斯塔默通过远程方式参与。特朗普在讲话中表示，该协议“全面且深入”，涵盖“数十亿美元的新增市场准入”，将“在未来多年巩固美英关系”。他强调，英国将取消众多“歧视美国产品的非关税壁垒”，“他们正在开放国家市场”。特朗普还在其社交平台Truth Social发文称：“英国是我们长期盟友，能成为首个宣布协议的国家，是一种荣耀。”他并预告将有“许多其他贸易协议正在谈判中”。特朗普透露，美国将通过对英国征收10%的关税，筹集60亿美元的对外税收。他称，希望为钢铁行业提供保护措施，该行业对美国、英国来说是一个重要因素；而与英国的协议扩大了牛肉和乙醇的市场准入。协议包括将英国纳入与美国经济安全联盟的计划。美国商务部：美英协议取消了英国市场对美国出口的乙醇、牛肉、水果、蔬菜、动物饲料和烟草等产品的壁垒。在协议下，英国汽车制造商按10%的关税执行的车辆配额限制为每年10万辆，之后将支付25%的关税。英国首相斯塔默表示，美英贸易协定将把每年10万辆英国汽车的关税从27.5%降至10%。“协议将取消对英国钢铁和铝的关税，将其降至零”，并将“在不损害我们高标准的情况下，为英国农民提供前所未有的准入，”斯塔默还表示。根据行业数据，去年英国向美国出口了价值3.7亿英镑（4.92亿美元）的钢铁，占英国钢铁出口总额的9%。斯塔默在捷豹路虎工厂发表讲话时补充说：“我们向世界发出了一个信息，即英国对商业持开放态度：周二寻求与印度达成贸易协定，今天寻求与美国达成贸易协定，并努力促进与其他合作伙伴的贸易，当然也包括欧盟。”斯塔默为他与特朗普总统建立的关系进行了辩护。“近年来，有这样一种观点，有时你通过拒绝你的盟友来显示你的力量。”他说，“有很多人敦促我这样做……但这不是这个政府的运作方式。”官方数据显示，美国是英国商品出口的最大海外市场，去年英国商品出口总量中有超30%流向美国。特朗普还表示，与乌克兰达成稀土协议，稍后将与乌克兰总统泽连斯基进行会谈。","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430768623428200,"gmtCreate":1746189851670,"gmtModify":1746189853800,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"每个人都知道这是虚假数据，每个月都得改[开心]&nbsp;&nbsp;","listText":"每个人都知道这是虚假数据，每个月都得改[开心]&nbsp;&nbsp;","text":"每个人都知道这是虚假数据，每个月都得改[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430768623428200","repostId":"1120317496","repostType":2,"repost":{"id":"1120317496","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":1746189018,"share":"https://www.laohu8.com/m/news/1120317496?lang=zh_CN&edition=full","pubTime":"2025-05-02 20:30","market":"us","language":"zh","title":"美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1120317496","media":"老虎资讯综合","summary":"美国4月非农就业人数增加17.7万人，预期增加13万人，前值由增加22.8万人修正为增加18.5万人","content":"<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日，美国劳工统计局公布的数据显示，经季节性调整后，<strong>美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下：</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%，预期4.2%，前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。</p></li></ul><p>数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲，<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 </p><p>然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。</p><p>总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后，美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”： 美联储5月维持利率不变的概率为99.4%（公布前为95.3%），降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%，累计降息25个基点的概率为45.9%，累计降息50个基点的概率为0.3%。</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>美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息</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美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息\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\">2025-05-02 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日，美国劳工统计局公布的数据显示，经季节性调整后，<strong>美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下：</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%，预期4.2%，前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。</p></li></ul><p>数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲，<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 </p><p>然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。</p><p>总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后，美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”： 美联储5月维持利率不变的概率为99.4%（公布前为95.3%），降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%，累计降息25个基点的概率为45.9%，累计降息50个基点的概率为0.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120317496","content_text":"尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。5月2日，美国劳工统计局公布的数据显示，经季节性调整后，美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。非农重要数据如下：美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。美国4月失业率4.2%，预期4.2%，前值为4.2%。美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。尽管就业数据强劲，交易员仍预计美联储年内将降息近四次。 机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。非农数据公布后，美联储5月维持利率不变的概率升至近100%。据CME“美联储观察”： 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就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320697541025888","isVote":1,"tweetType":1,"viewCount":2686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4120360017010400","idStr":"4120360017010400"},"content":"主要在东南亚市场，把中国吃透了估计都够起飞了","text":"主要在东南亚市场，把中国吃透了估计都够起飞了","html":"主要在东南亚市场，把中国吃透了估计都够起飞了"},{"author":{"id":"3536668972284773","authorId":"3536668972284773","name":"Everyup","avatar":"https://static.tigerbbs.com/1902768264958ea81233468998ecad8b","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3536668972284773","idStr":"3536668972284773"},"content":"亿航根本不需要美国市场","text":"亿航根本不需要美国市场","html":"亿航根本不需要美国市场"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332061373,"gmtCreate":1610202551492,"gmtModify":1703743282788,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544509774534384","idStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>作为17年的特斯拉老韭菜，我想说，蔚来的老车主服务真的吊打特斯拉，这种服务，和新的产品力，我看蔚来还有得涨","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>作为17年的特斯拉老韭菜，我想说，蔚来的老车主服务真的吊打特斯拉，这种服务，和新的产品力，我看蔚来还有得涨","text":"$蔚来(NIO)$作为17年的特斯拉老韭菜，我想说，蔚来的老车主服务真的吊打特斯拉，这种服务，和新的产品力，我看蔚来还有得涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332061373","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}