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丸子帅爸

丸子帅爸

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0勋章

11-03

$远药华泰六一购A.C(18251)$ 投机一把，小赌怡情

10-25

混合段位，时高时低。年化38%，比大神不如，比菜鸟略强。有时神来一笔，自觉封神。经常卖飞，懊恼不已。最大感悟，学会止损，不要和趋势为敌。

10-25

噱头

激光雷达风向标Luminar(LAZR.US)大动作：创始人提议全盘收购并打造“Luminar2.0”

10-15

$欢喜传媒(01003)$ 小富即安，终于解套

10-08

$老虎证券(TIGR)$ 回调充分，押一注

10-03

淡定

拨康视云-B(02592)根据股权激励计划发行178.5万股

09-22

感觉粮食价格要看空了[得意]

每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法

09-12

$Telix Pharmaceuticals Ltd. (Uplisting)(TLX)$ 逢低布局

08-28

$Telix Pharmaceuticals Ltd. (Uplisting)(TLX)$ 加一点，看好核药赛道

08-27

$Telix Pharmaceuticals Ltd. (Uplisting)(TLX)$ 看好核药赛道的高增长，公司不错，业务发展迅速

08-21

感谢老虎，给投资者提供了一个高效方便的投资渠道

07-31

$欢喜传媒(01003)$ 支持了一次喜欢的小品演员陈佩斯，感觉戏台拍的很不错，很耐看。欢喜传媒能力不错

07-25

如果只考虑基本面，特斯拉的盈利能力增长已经确定停止并下滑。140倍左右的估值是撑不住一个停止增长并营收下滑的的巨无霸的。正所谓船大难掉头，短时间内特斯拉是无法培育出一个替代现在新能源汽车并拉动公司营收重回增长的新业务。理智的分析，特斯拉已经从一个营收高增长的科技公司，沦落为传统行业的汽车制造商。15～30倍市盈率是合理的。300元的价格打2折，价格会在1年内跌到60左右。也就是前期低点的对折左右。

特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”

07-22

江郎才尽

马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个

07-11

关键是挪威一共销售多少辆

特斯拉挪威销售持续强劲，6月交付量同比增长54%

07-10

$特斯拉(TSLA)$ 机构准备唱多拉一波撤退了，如果韭菜割不到，唱多也白唱，没有真金白银砸进去股价起不来，但是万一真金白银砸进去韭菜解套走了反被割呢？而且这种市值的票里面机构众多，能团结吗？

抛售过头了！华尔街多头力证：特斯拉被严重错杀

07-10

特斯拉大势已去，488的时候顶部600多亿成交量，这次robotaix出来600多亿成交量才推到350，那么大的多空分歧，很对特斯拉铁粉还是视而不见。我是真心希望国人能理智一点，不要和趋势为敌。特斯拉增长停止140倍的市盈率会迅速回到20倍，股价腰斩再腰斩也很快的

07-07

为啥呢？

07-03

$拨康视云－Ｂ(02592)$ 机构疯了，这样砸，散户心都要碎了呀

07-03

$拨康视云－Ｂ(02592)$ 第一天上市能跌那么多啊，载加一点

去老虎APP查看更多动态

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21:30","market":"fut","language":"zh","title":"激光雷达风向标Luminar(LAZR.US)大动作：创始人提议全盘收购并打造“Luminar2.0”","url":"https://stock-news.laohu8.com/highlight/detail?id=2576961055","media":"智通财经","summary":"智通财经APP获悉，聚焦于汽车行业激光雷达的公司Luminar Technologies最新披露显示，该公司创始人Austin Russell在公司中持有高达8.4%的激进投资者股份。得益于上述最新消息带来的积极看涨情绪，Luminar Technologies股价在美股盘前交易中一度大幅上涨超15%，美股正式开盘之后涨幅超过10%;其52周股价波动区间为1.58美元至18.60美元。在递交给Luminar董事会的不具约束力提案中，Russell AI Labs 提到拟收购Luminar全部A类流通股，并同步收购一家更大的全球汽车科技公司，把该业务并入 Luminar，打造所谓“Luminar 2.0”。","content":"<html><body><p>智通财经APP获悉，聚焦于汽车行业激光雷达(LiDAR)的公司Luminar Technologies(LAZR.US)最新披露显示，该公司创始人Austin Russell在公司中持有高达8.4%的激进投资者股份。根据提交给美国证券交易委员会(SEC)的文件，Russell在部分股东的建议以及公司董事会部分成员的邀请下，向董事会发出了一份不具约束力的提案，作为就一项潜在交易展开讨论的初步基础。在该潜在交易中，Russell AI Labs将收购公司100%的已发行在外A类普通股。</p><p>Russell AI Labs可能同时收购另一家规模更大的业务覆盖全球的汽车科技公司，并将该业务整合进Luminar Technologies，以打造一个统一化的更大规模电动汽车技术平台业务，即“Luminar 2.0”。</p><p>按照拟议交易安排，该公司股东将获得现金和/或合并后Luminar 2.0实体的可流通证券作为对价。与拟议交易相关动态方面，Russell AI Labs或与Austin Russell有关联的其他实体也可能考虑向合并后的公司投入新增资本，但需以最终交易条款为准。</p><p>在该公司董事会审计委员会就商业行为与道德问题展开调查后，Austin Russell已于5月14日辞去Luminar Technologies总裁、首席执行官兼董事长职务。</p><p>得益于上述最新消息带来的积极看涨情绪，Luminar Technologies股价在美股盘前交易中一度大幅上涨超15%，美股正式开盘之后涨幅超过10%;其52周股价波动区间为1.58美元至18.60美元。</p><p>Russell 通过其名下/关联实体对 Luminar 的实益持股比例约为8.4%，并以Schedule 13D(而非被动持有用的 13G)形式向SEC披露。13D通常意味着投资者有意影响公司战略或治理，所以分析师们往往称之为“激进(activist)”持股。</p><p>据了解，Russell AI Labs是由Austin Russell 发起的AI与前沿科技“孵化+并购平台/venture builder”，对软硬件 AI 解决方案进行投资与整合，目标是把若干资产做成统一的平台型业务。</p><p>13D+并购提案，基本上等同于“明确的战略合并意图”(集中于收购、资产注入或者重组)，对股价与公司路线可能是长期积极催化。</p><p><strong>“Luminar 2.0”将是怎样的一副图景?</strong></p><p>在递交给Luminar董事会的不具约束力提案中，Russell AI Labs 提到拟收购Luminar全部A类流通股，并同步收购一家更大的全球汽车科技公司，把该业务并入 Luminar，打造所谓“Luminar 2.0”。</p><p>市场正在火热讨论的“Luminar 2.0”，可能将以 Luminar 既有 激光雷达+感知软件为硬核，以 Luminar Semi 的激光/探测器/ASIC纵向能力做成本与性能的“内生化护城河”;通过并入“更大的全球汽车科技公司”(可能是Tier-1 级别的域控/软件/系统集成资产，或更强的 OEM 直达渠道)，补齐 系统集成与规模化交付 的短板，形成“硬件+芯片+软件+整车集成”的一站式供给，从而把点产品升级为平台型解决方案。这与13D文件中“统一的技术平台”表述方向一致。</p><p>Luminar Technologies是一家面向汽车行业的激光雷达(LiDAR)与感知软件公司，主打车规量产激光雷达(如 Iris、下一代 Halo)和自动紧急转向/代客泊车等软件栈，服务 L3/L4 级别的高级驾驶辅助与自动驾驶。其技术已被用于沃尔沃 EX90(量产车型标配)并与梅赛德斯-奔驰拓展合作。</p><p>然而，全球电动汽车需求仍然处于萎靡下行阶段，并且该公司激光雷达商业化兑现慢 + 再融资与稀释预期 + 终端核心车型的激光雷达系统落地不断推迟 + 激光雷达领域持续面临竞争与价格压力，叠加高空头与情绪化波动，共同造成股价过去两年显著走弱。阶段性反弹更多由交易性因素(比如逼空)驱动，基本面修复仍需看订单兑现、量产节奏与现金流改善。</p><p>财报数据显示，Luminar Technologies2025财年二季度营收仅仅1560万美元，环比与同比均大幅下降;全年营收指引从8200万美元–9000万美元大幅下调至6700万美元至7400万美元，并宣布业务重心转向商用/防务与成本重组，可谓全面凸显激光雷达业务兑现路径无比缓慢，直接打击预期与估值。</p><p>股价方面，Luminar Technologies自历史最高价以来可谓跌跌不休，当前股价徘徊于1.89美元，与2020年12月创下的历史最高股价717美元相比可谓颠覆投资者想象，当前的市值仅仅为1.3亿美元。</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\" 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Russell在公司中持有高达8.4%的激进投资者股份。根据提交给美国证券交易委员会(SEC)的文件，Russell在部分股东的建议以及公司董事会部分成员的邀请下，向董事会发出了一份不具约束力的提案，作为就一项潜在交易展开讨论的初步基础。在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1356648.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4537":"激光雷达概念","BK4124":"机动车零配件与设备","LAZR":"Luminar Technologies, Inc.","BK4562":"SPAC上市公司","BK4551":"寇图资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1356648.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576961055","content_text":"智通财经APP获悉，聚焦于汽车行业激光雷达(LiDAR)的公司Luminar Technologies(LAZR.US)最新披露显示，该公司创始人Austin Russell在公司中持有高达8.4%的激进投资者股份。根据提交给美国证券交易委员会(SEC)的文件，Russell在部分股东的建议以及公司董事会部分成员的邀请下，向董事会发出了一份不具约束力的提案，作为就一项潜在交易展开讨论的初步基础。在该潜在交易中，Russell AI Labs将收购公司100%的已发行在外A类普通股。Russell AI Labs可能同时收购另一家规模更大的业务覆盖全球的汽车科技公司，并将该业务整合进Luminar Technologies，以打造一个统一化的更大规模电动汽车技术平台业务，即“Luminar 2.0”。按照拟议交易安排，该公司股东将获得现金和/或合并后Luminar 2.0实体的可流通证券作为对价。与拟议交易相关动态方面，Russell AI Labs或与Austin Russell有关联的其他实体也可能考虑向合并后的公司投入新增资本，但需以最终交易条款为准。在该公司董事会审计委员会就商业行为与道德问题展开调查后，Austin Russell已于5月14日辞去Luminar Technologies总裁、首席执行官兼董事长职务。得益于上述最新消息带来的积极看涨情绪，Luminar Technologies股价在美股盘前交易中一度大幅上涨超15%，美股正式开盘之后涨幅超过10%;其52周股价波动区间为1.58美元至18.60美元。Russell 通过其名下/关联实体对 Luminar 的实益持股比例约为8.4%，并以Schedule 13D(而非被动持有用的 13G)形式向SEC披露。13D通常意味着投资者有意影响公司战略或治理，所以分析师们往往称之为“激进(activist)”持股。据了解，Russell AI Labs是由Austin Russell 发起的AI与前沿科技“孵化+并购平台/venture builder”，对软硬件 AI 解决方案进行投资与整合，目标是把若干资产做成统一的平台型业务。13D+并购提案，基本上等同于“明确的战略合并意图”(集中于收购、资产注入或者重组)，对股价与公司路线可能是长期积极催化。“Luminar 2.0”将是怎样的一副图景?在递交给Luminar董事会的不具约束力提案中，Russell AI Labs 提到拟收购Luminar全部A类流通股，并同步收购一家更大的全球汽车科技公司，把该业务并入 Luminar，打造所谓“Luminar 2.0”。市场正在火热讨论的“Luminar 2.0”，可能将以 Luminar 既有 激光雷达+感知软件为硬核，以 Luminar Semi 的激光/探测器/ASIC纵向能力做成本与性能的“内生化护城河”;通过并入“更大的全球汽车科技公司”(可能是Tier-1 级别的域控/软件/系统集成资产，或更强的 OEM 直达渠道)，补齐 系统集成与规模化交付 的短板，形成“硬件+芯片+软件+整车集成”的一站式供给，从而把点产品升级为平台型解决方案。这与13D文件中“统一的技术平台”表述方向一致。Luminar Technologies是一家面向汽车行业的激光雷达(LiDAR)与感知软件公司，主打车规量产激光雷达(如 Iris、下一代 Halo)和自动紧急转向/代客泊车等软件栈，服务 L3/L4 级别的高级驾驶辅助与自动驾驶。其技术已被用于沃尔沃 EX90(量产车型标配)并与梅赛德斯-奔驰拓展合作。然而，全球电动汽车需求仍然处于萎靡下行阶段，并且该公司激光雷达商业化兑现慢 + 再融资与稀释预期 + 终端核心车型的激光雷达系统落地不断推迟 + 激光雷达领域持续面临竞争与价格压力，叠加高空头与情绪化波动，共同造成股价过去两年显著走弱。阶段性反弹更多由交易性因素(比如逼空)驱动，基本面修复仍需看订单兑现、量产节奏与现金流改善。财报数据显示，Luminar Technologies2025财年二季度营收仅仅1560万美元，环比与同比均大幅下降;全年营收指引从8200万美元–9000万美元大幅下调至6700万美元至7400万美元，并宣布业务重心转向商用/防务与成本重组，可谓全面凸显激光雷达业务兑现路径无比缓慢，直接打击预期与估值。股价方面，Luminar Technologies自历史最高价以来可谓跌跌不休，当前股价徘徊于1.89美元，与2020年12月创下的历史最高股价717美元相比可谓颠覆投资者想象，当前的市值仅仅为1.3亿美元。","news_type":1,"symbols_score_info":{"LAZR":1.5}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489340982845576,"gmtCreate":1760495373230,"gmtModify":1760495376188,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01003\">$欢喜传媒(01003)$ </a> 小富即安，终于解套","listText":"<a href=\"https://laohu8.com/S/01003\">$欢喜传媒(01003)$ </a> 小富即安，终于解套","text":"$欢喜传媒(01003)$ 小富即安，终于解套","images":[{"img":"https://static.tigerbbs.com/cf61f68fd0fb191c574dd942be04521b","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489340982845576","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":487031828316344,"gmtCreate":1759933233385,"gmtModify":1759933236287,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 回调充分，押一注","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 回调充分，押一注","text":"$老虎证券(TIGR)$ 回调充分，押一注","images":[{"img":"https://static.tigerbbs.com/fda5a0d4ac3677b14983a01268e1cb82","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487031828316344","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":485258753274016,"gmtCreate":1759500090322,"gmtModify":1759500092630,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"淡定","listText":"淡定","text":"淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/485258753274016","repostId":"2572784435","repostType":2,"repost":{"id":"2572784435","kind":"news","pubTimestamp":1759459106,"share":"https://www.laohu8.com/m/news/2572784435?lang=&edition=full","pubTime":"2025-10-03 10:38","market":"fut","language":"zh","title":"拨康视云-B(02592)根据股权激励计划发行178.5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2572784435","media":"智通财经","summary":"智通财经APP讯，拨康视云-B(02592)发布公告，于2025年10月3日，根据2023年股权激励计划配发及发行178.5万股股份。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/02592\">拨康视云-B</a>(02592)发布公告，于2025年10月3日，根据2023年股权激励计划配发及发行178.5万股股份。</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>拨康视云-B(02592)根据股权激励计划发行178.5万股</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02592":"拨康视云-B","BK1161":"生物科技"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352065.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572784435","content_text":"智通财经APP讯，拨康视云-B(02592)发布公告，于2025年10月3日，根据2023年股权激励计划配发及发行178.5万股股份。","news_type":1,"symbols_score_info":{"02592":1.5}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/169fc285e064bfc86eb3f29e741188fe","crmLevel":7,"crmLevelSwitch":1,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"content":"这个我也有 [流泪]","text":"这个我也有 [流泪]","html":"这个我也有 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481370414428936,"gmtCreate":1758545998156,"gmtModify":1758546000537,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"感觉粮食价格要看空了[得意]&nbsp;&nbsp;","listText":"感觉粮食价格要看空了[得意]&nbsp;&nbsp;","text":"感觉粮食价格要看空了[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481370414428936","repostId":"2569206233","repostType":2,"repost":{"id":"2569206233","kind":"news","pubTimestamp":1758524084,"share":"https://www.laohu8.com/m/news/2569206233?lang=&edition=full","pubTime":"2025-09-22 14:54","market":"fut","language":"zh","title":"每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法","url":"https://stock-news.laohu8.com/highlight/detail?id=2569206233","media":"智通财经","summary":"智通财经APP获悉，据报道，辉瑞 即将以73亿美元收购减肥药初创公司Metsera，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。","content":"<html><body><p>智通财经APP获悉，据报道，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)即将以73亿美元收购减肥药初创公司Metsera(MTSR.US)，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。据知情人士透露，该交易最早可能于周一正式宣布。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。截至非工作时间，双方暂未对此置评。</p><p>作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。收购完成后，辉瑞将获得Metsera的减肥针剂MET-233i——在早期小型试验中，该药物帮助患者在36天内减重最多达8.4%。</p><p>值得关注的是，与<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>(NVO.US)、<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY.US)等市场龙头的现有产品相比，MET-233i可能实现更低频次给药，使患者从每周注射一次减少至每月一次，可能与现有疗法形成差异。</p><p>据悉，辉瑞计划今年完成两至三笔总规模达150亿美元的交易以补充产品线，其自有减肥药业务此前被视为进军该市场的核心突破口，但其减肥药丸项目的失败加大了首席执行官阿尔伯特·布尔拉的压力。</p><p>分析师推测，通过收购小型减肥药企业，辉瑞有望重返竞争赛道。当前，辉瑞正面临新冠疫苗及治疗药物需求下滑的困境，预计到本十年末，专利到期将导致超过150亿美元的销售额损失。</p><p>Metsera是新一代有望进入肥胖症市场的公司之一，总部位于纽约，正在测试多种实验性疗法，其中包括一种模仿GLP-1激素作用机制的药物，与诺和诺德的Wegovy和Ozempic类似。</p><p>Metsera的研发策略包含双重路径：既将MET-233i作为独立疗法推进，也探索其与GLP-1药物的联合应用——这与诺和诺德在下一代药物CagriSema中采用的技术路线相似。</p><p>据公司披露，MET-233i在临床试验中展现出约19天的半衰期，显著长于当前市场主流疗法，这一特性可能支持更低的给药频率。截至试验阶段，未观察到严重不良事件，已记录的副作用多为轻度且与胃肠道相关。</p><p>不过，该药物仍处于早期开发阶段，距离真正上市还需数年。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。</p><p>据悉，MET-233i属于长效胰淀素类似物，相比GLP-1类药物可能具有更温和的副作用表现——后者常见恶心、呕吐等不良反应。目前，诺和诺德、礼来及<a href=\"https://laohu8.com/S/ZEAL\">Zealand Pharma A/S</a>均在推进胰淀素疗法研发。</p><p>彭博行业研究高级制药分析师迈克尔·沙阿此前指出，MET-233i在肥胖治疗领域具备\"同类最佳潜力\"，其长半衰期特性支持每月一次给药，有望与竞争对手形成显著差异化。</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>每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1347837.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","BK4139":"生物科技","LU0122379950.USD":"贝莱德世界健康科学A2","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347837.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569206233","content_text":"智通财经APP获悉，据报道，辉瑞(PFE.US)即将以73亿美元收购减肥药初创公司Metsera(MTSR.US)，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。据知情人士透露，该交易最早可能于周一正式宣布。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。截至非工作时间，双方暂未对此置评。作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。收购完成后，辉瑞将获得Metsera的减肥针剂MET-233i——在早期小型试验中，该药物帮助患者在36天内减重最多达8.4%。值得关注的是，与诺和诺德(NVO.US)、礼来(LLY.US)等市场龙头的现有产品相比，MET-233i可能实现更低频次给药，使患者从每周注射一次减少至每月一次，可能与现有疗法形成差异。据悉，辉瑞计划今年完成两至三笔总规模达150亿美元的交易以补充产品线，其自有减肥药业务此前被视为进军该市场的核心突破口，但其减肥药丸项目的失败加大了首席执行官阿尔伯特·布尔拉的压力。分析师推测，通过收购小型减肥药企业，辉瑞有望重返竞争赛道。当前，辉瑞正面临新冠疫苗及治疗药物需求下滑的困境，预计到本十年末，专利到期将导致超过150亿美元的销售额损失。Metsera是新一代有望进入肥胖症市场的公司之一，总部位于纽约，正在测试多种实验性疗法，其中包括一种模仿GLP-1激素作用机制的药物，与诺和诺德的Wegovy和Ozempic类似。Metsera的研发策略包含双重路径：既将MET-233i作为独立疗法推进，也探索其与GLP-1药物的联合应用——这与诺和诺德在下一代药物CagriSema中采用的技术路线相似。据公司披露，MET-233i在临床试验中展现出约19天的半衰期，显著长于当前市场主流疗法，这一特性可能支持更低的给药频率。截至试验阶段，未观察到严重不良事件，已记录的副作用多为轻度且与胃肠道相关。不过，该药物仍处于早期开发阶段，距离真正上市还需数年。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。据悉，MET-233i属于长效胰淀素类似物，相比GLP-1类药物可能具有更温和的副作用表现——后者常见恶心、呕吐等不良反应。目前，诺和诺德、礼来及Zealand 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(Uplisting)(TLX)$ 看好核药赛道的高增长，公司不错，业务发展迅速","images":[{"img":"https://static.tigerbbs.com/ce6502d1bdd5474742693bfc0f0930b6","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472159998890136","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":469855454187664,"gmtCreate":1755742311209,"gmtModify":1755745270831,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"感谢老虎，给投资者提供了一个高效方便的投资渠道","listText":"感谢老虎，给投资者提供了一个高效方便的投资渠道","text":"感谢老虎，给投资者提供了一个高效方便的投资渠道","images":[{"img":"https://static.tigerbbs.com/e4cd122c566ae3f75217bf2318adedea","width":"1200","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469855454187664","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462664296214560,"gmtCreate":1753961337350,"gmtModify":1753961348941,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"<a 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支持了一次喜欢的小品演员陈佩斯，感觉戏台拍的很不错，很耐看。欢喜传媒能力不错","images":[{"img":"https://static.tigerbbs.com/44075a5f581a94740f32c5ff61dd1e57","width":"1002","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462664296214560","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496903071936981","authorId":"3496903071936981","name":"我是一颗小韭菜菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496903071936981","authorIdStr":"3496903071936981"},"content":"真的就是纯纯情怀了，这股票拉的一批","text":"真的就是纯纯情怀了，这股票拉的一批","html":"真的就是纯纯情怀了，这股票拉的一批"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":460522910765056,"gmtCreate":1753441821781,"gmtModify":1753444054861,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"如果只考虑基本面，特斯拉的盈利能力增长已经确定停止并下滑。140倍左右的估值是撑不住一个停止增长并营收下滑的的巨无霸的。正所谓船大难掉头，短时间内特斯拉是无法培育出一个替代现在新能源汽车并拉动公司营收重回增长的新业务。理智的分析，特斯拉已经从一个营收高增长的科技公司，沦落为传统行业的汽车制造商。15～30倍市盈率是合理的。300元的价格打2折，价格会在1年内跌到60左右。也就是前期低点的对折左右。","listText":"如果只考虑基本面，特斯拉的盈利能力增长已经确定停止并下滑。140倍左右的估值是撑不住一个停止增长并营收下滑的的巨无霸的。正所谓船大难掉头，短时间内特斯拉是无法培育出一个替代现在新能源汽车并拉动公司营收重回增长的新业务。理智的分析，特斯拉已经从一个营收高增长的科技公司，沦落为传统行业的汽车制造商。15～30倍市盈率是合理的。300元的价格打2折，价格会在1年内跌到60左右。也就是前期低点的对折左右。","text":"如果只考虑基本面，特斯拉的盈利能力增长已经确定停止并下滑。140倍左右的估值是撑不住一个停止增长并营收下滑的的巨无霸的。正所谓船大难掉头，短时间内特斯拉是无法培育出一个替代现在新能源汽车并拉动公司营收重回增长的新业务。理智的分析，特斯拉已经从一个营收高增长的科技公司，沦落为传统行业的汽车制造商。15～30倍市盈率是合理的。300元的价格打2折，价格会在1年内跌到60左右。也就是前期低点的对折左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/460522910765056","repostId":"2554175982","repostType":2,"repost":{"id":"2554175982","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753424940,"share":"https://www.laohu8.com/m/news/2554175982?lang=&edition=full","pubTime":"2025-07-25 14:29","market":"us","language":"zh","title":"特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554175982","media":"华尔街见闻","summary":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。","content":"<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</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>特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”</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特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 14:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3751869><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3751869\">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":{"LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4555":"新能源车","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","HSBC":"汇丰","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4516":"特朗普概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US 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ACC","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://wallstreetcn.com/articles/3751869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554175982","content_text":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。Robotaxi三大关键挑战：技术、消费习惯与盈利能力报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：1. 技术可靠性存疑：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。2. 消费者行为转变困难：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。3. 盈利能力证明缺失：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：Robotaxi进展缓慢：奥斯汀试点项目成果有限。Optimus人形机器人重新设计：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。汇丰表示，交付的时间和规模是他们的首要担忧。特斯拉业绩承压，汇丰维持“减持”评级汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。","news_type":1,"symbols_score_info":{"HSBC":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459367287742720,"gmtCreate":1753187241808,"gmtModify":1753187243494,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"江郎才尽","listText":"江郎才尽","text":"江郎才尽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459367287742720","repostId":"2553234930","repostType":2,"repost":{"id":"2553234930","kind":"news","pubTimestamp":1753171680,"share":"https://www.laohu8.com/m/news/2553234930?lang=&edition=full","pubTime":"2025-07-22 16:08","market":"sh","language":"zh","title":"马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个","url":"https://stock-news.laohu8.com/highlight/detail?id=2553234930","media":"微博财经-财道工作室","summary":"特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个】特斯拉公司7月21日宣布，全球首家特斯拉超级充电站餐厅在洛杉矶正式开业。特斯拉的人形机器人Optimus在这次餐厅开业中首次正式上岗，担任餐厅的服务工作。并且，特斯拉官方账号宣布，这家超级充电站餐厅将全天候7*24小时运营，无论是白天还是夜晚，顾客都可以随时前来就餐或充电。餐厅配备了80个V4超级充电桩，为特斯拉车主提供快速、便捷的充电服务。","content":"<html><body><div>\n<p>来源：@<a href=\"https://laohu8.com/S/01981\">华夏</a>时报微博</p><div></div>\n<p cms-style=\"font-L\">【马斯克正式进军餐饮业！<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>超级充电站餐厅开业，7*24供应、用餐座位超250个】特斯拉公司7月21日宣布，全球首家特斯拉超级充电站餐厅（Supercharger Diner）在洛杉矶正式开业。餐厅设有超过250个用餐座位，确保每一位顾客都能舒适地享受美食和娱乐。特斯拉的人形<span>机器人</span><span></span>Optimus在这次餐厅开业中首次正式上岗，担任餐厅的服务工作。并且，特斯拉官方账号宣布，这家超级充电站餐厅将全天候7*24小时运营，无论是白天还是夜晚，顾客都可以随时前来就餐或充电。餐厅配备了80个V4超级充电桩，为特斯拉车主提供快速、便捷的充电服务。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个</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 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class=\"title\">\n马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-22 16:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/wbstock/2025-07-22/doc-infhiuqq7224781.shtml><strong>微博财经-财道工作室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：@华夏时报微博\n【马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个】特斯拉公司7月21日宣布，全球首家特斯拉超级充电站餐厅（Supercharger Diner）在洛杉矶正式开业。餐厅设有超过250个用餐座位，确保每一位顾客都能舒适地享受美食和娱乐。特斯拉的人形机器人Optimus在这次餐厅开业中首次正式上岗，担任餐厅的服务工作。并且，特斯拉官方账号宣布，这家...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/wbstock/2025-07-22/doc-infhiuqq7224781.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" 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ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"source_url":"https://finance.sina.com.cn/stock/wbstock/2025-07-22/doc-infhiuqq7224781.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2553234930","content_text":"来源：@华夏时报微博\n【马斯克正式进军餐饮业！特斯拉超级充电站餐厅开业，7*24供应、用餐座位超250个】特斯拉公司7月21日宣布，全球首家特斯拉超级充电站餐厅（Supercharger Diner）在洛杉矶正式开业。餐厅设有超过250个用餐座位，确保每一位顾客都能舒适地享受美食和娱乐。特斯拉的人形机器人Optimus在这次餐厅开业中首次正式上岗，担任餐厅的服务工作。并且，特斯拉官方账号宣布，这家超级充电站餐厅将全天候7*24小时运营，无论是白天还是夜晚，顾客都可以随时前来就餐或充电。餐厅配备了80个V4超级充电桩，为特斯拉车主提供快速、便捷的充电服务。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455435603836968,"gmtCreate":1752227115860,"gmtModify":1752227117566,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"关键是挪威一共销售多少辆","listText":"关键是挪威一共销售多少辆","text":"关键是挪威一共销售多少辆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/455435603836968","repostId":"2550600471","repostType":2,"repost":{"id":"2550600471","kind":"news","pubTimestamp":1752211500,"share":"https://www.laohu8.com/m/news/2550600471?lang=&edition=full","pubTime":"2025-07-11 13:25","market":"hk","language":"zh","title":"特斯拉挪威销售持续强劲，6月交付量同比增长54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550600471","media":"环球市场播报","summary":"特斯拉在挪威的销售持续强劲，尽管首席执行官埃隆·马斯克煽动性的政治言论引发了消费者反弹，使其在整个欧洲市场的销售持续低迷。　　挪威公路联合会的数据显示，特斯拉6月份在挪威的新车销量同比增长54%，其新版Model Y的注册量同比飙升了115.3%。　　这是在今年5月份特斯拉挪威新车销量同比飙升213%之后实现的，进一步巩固了特斯拉在这个世界上对电动汽车最友好的国家的主导地位。","content":"<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>在挪威的销售持续强劲，尽管首席执行官埃隆·马斯克煽动性的政治言论引发了消费者反弹，使其在整个欧洲市场的销售持续低迷。</p>\n<p>　　挪威公路联合会（Norwegian Road Federation）的数据显示，特斯拉6月份在挪威的新车销量同比增长54%，其新版Model Y的注册量同比飙升了115.3%。</p>\n<p>　　这是在今年5月份特斯拉挪威新车销量同比飙升213%之后实现的，进一步巩固了特斯拉在这个世界上对电动汽车最友好的国家的主导地位。</p>\n<p>　　代表挪威电动汽车车主的挪威电动汽车协会（NEVA）秘书长克里斯蒂娜·布（Christina Bu）表示，特斯拉在挪威已经站稳了好几年，但其升级版Model Y的受欢迎程度“绝对是其最近销量飙升的部分原因”。</p>\n<p>　　“总的来说，我认为这只是因为他们提供了一辆物有所值的汽车，这正是挪威人所需要的，”布在接受采访时表示。</p>\n<p>　　特斯拉Model Y似乎在挪威特别受欢迎，因为它具有竞争力的价格，而且它满足了当地对大行李空间、高离地间隙、全轮驱动和拖挂的需求，布说。</p>\n<p>　　来自南欧的销售数据显示，特斯拉的销售出现了进一步的复苏迹象。上个月，特斯拉在西班牙的新车注册量增长了61%，在葡萄牙增长了7%左右。</p>\n<p>　　然而，欧洲其他地区的情况却大不相同。今年6月，特斯拉在欧洲最大的汽车中心德国的销量同比下降了60%，在法国的销量也有所下降。</p>\n<p>　　来自欧洲汽车制造商协会（ACEA）的另一份数据显示，5月份特斯拉在欧洲的新车销量连续第五个月下滑。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉挪威销售持续强劲，6月交付量同比增长54%</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特斯拉挪威销售持续强劲，6月交付量同比增长54%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-11 13:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-07-11/doc-inffarzm2768700.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉在挪威的销售持续强劲，尽管首席执行官埃隆·马斯克煽动性的政治言论引发了消费者反弹，使其在整个欧洲市场的销售持续低迷。\n　　挪威公路联合会（Norwegian Road Federation）的数据显示，特斯拉6月份在挪威的新车销量同比增长54%，其新版Model Y的注册量同比飙升了115.3%。\n　　这是在今年5月份特斯拉挪威新车销量同比飙升213%之后实现的，进一步巩固了特斯拉在这个世界...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-07-11/doc-inffarzm2768700.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) 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机构准备唱多拉一波撤退了，如果韭菜割不到，唱多也白唱，没有真金白银砸进去股价起不来，但是万一真金白银砸进去韭菜解套走了反被割呢？而且这种市值的票里面机构众多，能团结吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 机构准备唱多拉一波撤退了，如果韭菜割不到，唱多也白唱，没有真金白银砸进去股价起不来，但是万一真金白银砸进去韭菜解套走了反被割呢？而且这种市值的票里面机构众多，能团结吗？","text":"$特斯拉(TSLA)$ 机构准备唱多拉一波撤退了，如果韭菜割不到，唱多也白唱，没有真金白银砸进去股价起不来，但是万一真金白银砸进去韭菜解套走了反被割呢？而且这种市值的票里面机构众多，能团结吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455137181905072","repostId":"2550138106","repostType":2,"repost":{"id":"2550138106","kind":"news","pubTimestamp":1752130972,"share":"https://www.laohu8.com/m/news/2550138106?lang=&edition=full","pubTime":"2025-07-10 15:02","market":"us","language":"zh","title":"抛售过头了！华尔街多头力证：特斯拉被严重错杀","url":"https://stock-news.laohu8.com/highlight/detail?id=2550138106","media":"智通财经","summary":"智通财经APP获悉，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。特斯拉近期的财务数据也未能提振市场情绪。","content":"<html><head></head><body><p>7月10日，今年以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价持续承压，但有一位分析师建议投资者不妨冷静看待。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81b152dcc045b4af9773626c08e9dc8d\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。</p><p>Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”</p><p>RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。</p><p>Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。</p><p>今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。</p><p>特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。</p><p>即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。</p><p>Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper Sandler分析师近期也将特斯拉称为“汽车行业最具变革性的公司”，并指出从长远来看，该公司“可能会获胜”。</p><p>尽管如此，RBC仍指出了多项风险，包括盈利波动、成本通胀及供应链问题。该行还提到，特斯拉的业务具有“周期性”，易受整体经济放缓的影响，尤其是在利率上升或地缘政治冲击抑制消费者支出的情况下。</p><p>当然，还有马斯克的因素。这位特斯拉首席执行官因在网上发表政治及分裂性言论而受到新的审视，引发了人们对公司治理及长期品牌实力的质疑。这种不确定性仍是投资者面临的一大变数。就目前而言，加拿大皇家银行的立场坚定。</p><p>Narayan指出：“由于时间安排及各种生产问题，公司业绩及季度财报可能不稳定，这可能导致股价波动。但无论如何，特斯拉是一家成长型公司。”</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>抛售过头了！华尔街多头力证：特斯拉被严重错杀</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抛售过头了！华尔街多头力证：特斯拉被严重错杀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1316132.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316132.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","BK4543":"AI","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316132.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550138106","content_text":"7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较英伟达(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper 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特斯拉老板身陷政治，不确定性较高，大资金我感觉会回避这类投资。市场业绩方面，欧洲，中国的销量和市场占有率都大幅度下降，新能源汽车增长已经到了天花板，后面还有面对越来越多的后来者新势力的竞争自动驾驶出租车和人形机器人目前看来没有明显竞争优势。我感觉特斯拉大概率估值要下行，谨慎看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/417819806937112","isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546173080919508","authorId":"3546173080919508","name":"Charliewho","avatar":"https://static.tigerbbs.com/8ef628c241db42f3c7d178548d22245d","crmLevel":6,"crmLevelSwitch":0,"idStr":"3546173080919508","authorIdStr":"3546173080919508"},"content":"你炒美股是怎么做到获取了一堆假新闻的？中国市场下降？机器人没优势？麻烦看看一手消息吧，别被洗脑了","text":"你炒美股是怎么做到获取了一堆假新闻的？中国市场下降？机器人没优势？麻烦看看一手消息吧，别被洗脑了","html":"你炒美股是怎么做到获取了一堆假新闻的？中国市场下降？机器人没优势？麻烦看看一手消息吧，别被洗脑了"},{"author":{"id":"3450059986849789","authorId":"3450059986849789","name":"史蒂夫","avatar":"https://static.tigerbbs.com/0663ca35a498f99d70a8a8170470dfea","crmLevel":1,"crmLevelSwitch":0,"idStr":"3450059986849789","authorIdStr":"3450059986849789"},"content":"至少说特斯拉是个脱离基本面的投机型股票是没错的！且特斯拉老板马斯克参政是公司增加了不确定因素！美国进口汽车征税，对特斯拉必定有影响！特斯拉是美国的车不错！但是特斯拉也需要全球销售！特斯拉这个美国的品牌、这个美国的产品在世界其他国家遭反制关税也是概率很高！目前在加拿大、欧洲已经开始遭抵制了！最近几年马斯克画的饼真正全部兑现或超出预期的目前为止还没有看到！","text":"至少说特斯拉是个脱离基本面的投机型股票是没错的！且特斯拉老板马斯克参政是公司增加了不确定因素！美国进口汽车征税，对特斯拉必定有影响！特斯拉是美国的车不错！但是特斯拉也需要全球销售！特斯拉这个美国的品牌、这个美国的产品在世界其他国家遭反制关税也是概率很高！目前在加拿大、欧洲已经开始遭抵制了！最近几年马斯克画的饼真正全部兑现或超出预期的目前为止还没有看到！","html":"至少说特斯拉是个脱离基本面的投机型股票是没错的！且特斯拉老板马斯克参政是公司增加了不确定因素！美国进口汽车征税，对特斯拉必定有影响！特斯拉是美国的车不错！但是特斯拉也需要全球销售！特斯拉这个美国的品牌、这个美国的产品在世界其他国家遭反制关税也是概率很高！目前在加拿大、欧洲已经开始遭抵制了！最近几年马斯克画的饼真正全部兑现或超出预期的目前为止还没有看到！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}