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畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
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畜牧教主马斯克
12-18 20:18
[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙]
市值突破1.63万亿美元,特斯拉到底经历了什么?
畜牧教主马斯克
12-18 15:30
太好啦,今年也是特斯拉实现自动驾驶的一年
特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测
畜牧教主马斯克
12-18
马圣的养殖业你还没算呢,起码价值400美元
分析师又给特斯拉泼冷水
畜牧教主马斯克
12-17
邪教头子一手遮天[开心]
身价升至6842亿美元!美国正在重估马斯克
畜牧教主马斯克
12-16
资金流入特能吹了,马圣太会营销。博通需要跟着马圣学画饼才行,营收一坨但是从来不跌。
畜牧教主马斯克
12-16
资金流入特能吹了,马圣太会营销。博通需要跟着马圣学画饼才行。
畜牧教主马斯克
12-15
$优步(UBER)$
被特能吹的无人的士夸大宣传领先了,要进入一段时间调整了。
畜牧教主马斯克
12-15
吹起来,多吹点,两万亿吹少了直接十万亿吧[开心]
Wedbush:未来一年内,特斯拉市值将涨破2万亿美元
畜牧教主马斯克
12-11
马圣一边说不缺钱一边整上市[微笑] 操控市场赢麻了
马斯克确认SpaceX即将上市
畜牧教主马斯克
12-10
[开心] 马圣的畜牧业不倒马圣就永远都不会输
马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了
畜牧教主马斯克
12-10
[开心] 马圣的畜牧业不倒马圣就永远都不会输
马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了
畜牧教主马斯克
12-10
[开心] 马圣的畜牧业不倒马圣就永远都不会输
马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了
畜牧教主马斯克
12-09
早该下调了,其他万亿市值的公司有特斯拉业务那么差的吗?大家都有梦想溢价,就你最夸张。
摩根士丹利两年半来首次下调对特斯拉评级,指其估值过高
畜牧教主马斯克
12-08
在信徒嘴里fsd从来没有违反交通规则过,你这个新闻是不是假新闻[微笑]
美国调查特斯拉 FSD:至少存在 80 起违反交通规则的案例
畜牧教主马斯克
12-05
所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。
为什么Snowflake业绩“超预期”,股价却大跌?
畜牧教主马斯克
12-05
重心在畜牧业能弄好机器人吗[开心]
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
畜牧教主马斯克
12-05
Replying to
@畜牧教主马斯克
:马圣的畜牧业也不行啊,最近都在养狗吗[开心]//
@畜牧教主马斯克
:马圣的承诺不过都是为了拉升股价
畜牧教主马斯克
12-04
马圣的承诺不过都是为了拉升股价
畜牧教主马斯克
12-03
稳定的生产线都还没有一条就开始画上饼了[强]
马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大
畜牧教主马斯克
12-02
众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。
没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了
去老虎APP查看更多动态
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对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙] ","listText":"[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙] ","text":"[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512136403755800","repostId":"2592413972","repostType":2,"repost":{"id":"2592413972","kind":"news","pubTimestamp":1766053266,"share":"https://www.laohu8.com/m/news/2592413972?lang=zh_CN&edition=full","pubTime":"2025-12-18 18:21","market":"us","language":"zh","title":"市值突破1.63万亿美元,特斯拉到底经历了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2592413972","media":"Ofweek维科网","summary":"当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。更重要的是,特斯拉的选择并不复杂。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。它标志着特斯拉完成了一次阶段性的身份确认。原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?","content":"<html><body><article><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181128853193.png\"/><p>文 / 王新</p><p>美编 / 杨凌霄</p><p>出品 / 电动新物种</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再度吸引全行业目光。</p><p>当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。</p><p>但这次上涨并非某个突发“黑天鹅”,也不是简单的市场跟风。核心推动力在于奥斯汀出现了真正意义上的无乘员Robotaxi测试车。没有安全员,没有方向盘接管。</p><p>消息一出来,市场反应很快。目标价上调,评级维持,资金跟进。</p><p>并且此时市场对特斯拉的认知也在发生变化,不再仅把它当成一家电动车企业,而是视作能在自动驾驶、AI乃至机器人出租车商业化方向实现新增长的科技公司。</p><p><strong>01 Robotaxi不再停留在PPT,而是开始跑在路上</strong></p><p>推动这轮行情的直接因素,绕不开Robotaxi。</p><p>过去几年,自动驾驶在资本市场里反复被讨论,也反复被质疑。很多公司能讲清楚技术路线,却迟迟走不到真实道路场景。</p><p>特斯拉最近的变化,在于它不再强调“未来会怎样”,而是直接把车开上了路。</p><p>在美国得克萨斯州奥斯汀,无安全员的Robotaxi测试已经启动。这不是封闭场地,也不是限定路线的演示,而是真实城市道路环境下的验证。</p><p>这一步,对市场的意义非常清晰:自动驾驶从“理论上可行”,走到了“现实中可跑”。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181137397941.png\"/><p>这也是为什么投资者会重新审视特斯拉的长期价值。Robotaxi一旦进入规模化验证阶段,估值逻辑就会发生变化。它不再只是一家卖车的公司,而是有可能变成一个出行平台。</p><p>更重要的是,特斯拉的选择并不复杂。没有引入更多传感器组合,也没有走向极度定制化路线,而是坚持现有车辆体系,通过软件升级不断推进。</p><p>这种路径一旦跑通,复制速度会非常快,成本曲线也会明显不同。</p><p>市场押注的,并不是明天就能赚多少钱,而是这种模式一旦成立,边际扩张能力会非常强。</p><p><strong>02 估值重估的核心,是“车企身份”的淡出</strong></p><p>特斯拉市值不断刷新高点,还有一个更深层的原因:它正在被市场从“车企”名单里慢慢挪走。</p><p>传统汽车公司的估值,大多锚定销量、毛利率和周期波动。而特斯拉最近的讨论焦点,越来越少提及单月销量,反而更多集中在软件、自动驾驶和人工智能能力上。</p><p>这并不是情绪变化,而是事实推动。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。这些投入,在短期内会拉低利润表现,但在资本市场眼中,它们更像是技术<span>资产</span>的积累。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181151849084.jpg\"/><p>当一家公司的核心能力开始向软件和算法倾斜,估值方法自然会跟着改变。这也是为什么不少机构在判断特斯拉时,已经不再简单对标传统整车厂,而是放到更宽的科技公司区间里。</p><p>股价的快速修复,本质上是一次“身份切换”的定价结果。市场接受了一个前提:特斯拉的增长曲线,不再完全取决于汽车市场的周期。</p><p>这并不意味着汽车业务不重要。恰恰相反,正是已有的庞大车辆基数,给自动驾驶和后续服务提供了现实土壤。硬件铺开,软件升级,这种结构在科技行业并不陌生。</p><p><strong>03 长期叙事开始对冲短期波动</strong></p><p>从时间维度看,特斯拉今年的股价走势并不平滑。年初的大幅回撤,市场并没有忘记。</p><p>但正是这种起伏,让最近的上涨更有说服力。股价不是一路被情绪推高,而是在经历质疑、回调之后,再次被买回来的。</p><p>这说明,投资者并没有忽视现实挑战,而是在重新权衡轻重。短期的利润压力、周期波动,并没有消失。</p><p>但在Robotaxi、自动驾驶和AI叙事逐步落地之后,长期空间开始占据更高权重。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181158283441.png\"/><p>资本市场向来现实。它不会因为愿景买单,也不会因为噪音恐慌。它更愿意为确定性付费。</p><p>眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。</p><p>这也是为什么,在宏观环境并不算轻松的背景下,特斯拉依然能走出独立行情。不是市场忽视风险,而是风险的相对位置发生了变化。</p><p>总结特斯拉正在走向一个更“难被复制”的阶段</p><p>回到最初的问题。为什么是现在,为什么是1.63万亿美元。</p><p>答案并不复杂。因为特斯拉正在从“卖产品”,走向“搭系统”。从单一收入模式,转向多层价值结构。这个转变一旦成立,它就不再容易被简单复制。</p><p>Robotaxi不是一条直线,也不是一蹴而就。但它已经开始用现实进度,替代想象空间。市场看到的,不是一个遥远的未来,而是一个正在展开的过程。</p><p>股价创新高,并不是终点,更像一个节点。它标志着特斯拉完成了一次阶段性的身份确认。</p><p>从这一刻起,它面对的,将不只是汽车行业的竞争,而是更广阔的技术赛道。</p><p>这也是为什么,这一轮上涨,看起来并不喧闹,却格外坚实。</p><p>原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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电动新物种特斯拉再度吸引全行业目光。当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。但这次上涨并非某个突发“黑天鹅”,也不是简单的市场跟风。核心推动力在于奥斯汀出现了真正意义上的无乘员Robotaxi测试车。没有安全员,没有方向盘接管。消息一出来,市场反应很快。目标价上调,评级维持,资金...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218182146a45b1816&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc 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Robotaxi不再停留在PPT,而是开始跑在路上推动这轮行情的直接因素,绕不开Robotaxi。过去几年,自动驾驶在资本市场里反复被讨论,也反复被质疑。很多公司能讲清楚技术路线,却迟迟走不到真实道路场景。特斯拉最近的变化,在于它不再强调“未来会怎样”,而是直接把车开上了路。在美国得克萨斯州奥斯汀,无安全员的Robotaxi测试已经启动。这不是封闭场地,也不是限定路线的演示,而是真实城市道路环境下的验证。这一步,对市场的意义非常清晰:自动驾驶从“理论上可行”,走到了“现实中可跑”。这也是为什么投资者会重新审视特斯拉的长期价值。Robotaxi一旦进入规模化验证阶段,估值逻辑就会发生变化。它不再只是一家卖车的公司,而是有可能变成一个出行平台。更重要的是,特斯拉的选择并不复杂。没有引入更多传感器组合,也没有走向极度定制化路线,而是坚持现有车辆体系,通过软件升级不断推进。这种路径一旦跑通,复制速度会非常快,成本曲线也会明显不同。市场押注的,并不是明天就能赚多少钱,而是这种模式一旦成立,边际扩张能力会非常强。02 估值重估的核心,是“车企身份”的淡出特斯拉市值不断刷新高点,还有一个更深层的原因:它正在被市场从“车企”名单里慢慢挪走。传统汽车公司的估值,大多锚定销量、毛利率和周期波动。而特斯拉最近的讨论焦点,越来越少提及单月销量,反而更多集中在软件、自动驾驶和人工智能能力上。这并不是情绪变化,而是事实推动。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。这些投入,在短期内会拉低利润表现,但在资本市场眼中,它们更像是技术资产的积累。当一家公司的核心能力开始向软件和算法倾斜,估值方法自然会跟着改变。这也是为什么不少机构在判断特斯拉时,已经不再简单对标传统整车厂,而是放到更宽的科技公司区间里。股价的快速修复,本质上是一次“身份切换”的定价结果。市场接受了一个前提:特斯拉的增长曲线,不再完全取决于汽车市场的周期。这并不意味着汽车业务不重要。恰恰相反,正是已有的庞大车辆基数,给自动驾驶和后续服务提供了现实土壤。硬件铺开,软件升级,这种结构在科技行业并不陌生。03 长期叙事开始对冲短期波动从时间维度看,特斯拉今年的股价走势并不平滑。年初的大幅回撤,市场并没有忘记。但正是这种起伏,让最近的上涨更有说服力。股价不是一路被情绪推高,而是在经历质疑、回调之后,再次被买回来的。这说明,投资者并没有忽视现实挑战,而是在重新权衡轻重。短期的利润压力、周期波动,并没有消失。但在Robotaxi、自动驾驶和AI叙事逐步落地之后,长期空间开始占据更高权重。资本市场向来现实。它不会因为愿景买单,也不会因为噪音恐慌。它更愿意为确定性付费。眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。这也是为什么,在宏观环境并不算轻松的背景下,特斯拉依然能走出独立行情。不是市场忽视风险,而是风险的相对位置发生了变化。总结特斯拉正在走向一个更“难被复制”的阶段回到最初的问题。为什么是现在,为什么是1.63万亿美元。答案并不复杂。因为特斯拉正在从“卖产品”,走向“搭系统”。从单一收入模式,转向多层价值结构。这个转变一旦成立,它就不再容易被简单复制。Robotaxi不是一条直线,也不是一蹴而就。但它已经开始用现实进度,替代想象空间。市场看到的,不是一个遥远的未来,而是一个正在展开的过程。股价创新高,并不是终点,更像一个节点。它标志着特斯拉完成了一次阶段性的身份确认。从这一刻起,它面对的,将不只是汽车行业的竞争,而是更广阔的技术赛道。这也是为什么,这一轮上涨,看起来并不喧闹,却格外坚实。原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512065540100952,"gmtCreate":1766043034155,"gmtModify":1766043038631,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"太好啦,今年也是特斯拉实现自动驾驶的一年","listText":"太好啦,今年也是特斯拉实现自动驾驶的一年","text":"太好啦,今年也是特斯拉实现自动驾驶的一年","images":[{"img":"https://static.tigerbbs.com/158298a76630d10fc942f04d7cdc9cca"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512065540100952","repostId":"2592921813","repostType":2,"repost":{"id":"2592921813","kind":"news","pubTimestamp":1766031675,"share":"https://www.laohu8.com/m/news/2592921813?lang=zh_CN&edition=full","pubTime":"2025-12-18 12:21","market":"us","language":"zh","title":"特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测","url":"https://stock-news.laohu8.com/highlight/detail?id=2592921813","media":"太平洋汽车网","summary":"近日,特斯拉公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。这一承诺如今已成现实,意味着特斯拉的FSD系统已具备在真实城市交通环境中完全自主决策的能力。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车 行业频道】近日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。</p><img src=\"https://inews.gtimg.com/om_bt/OqGLMORn_BfIJX1nfYJLYrux-TgeFA9jixXdY3NvlxALIAA/0\"/><p>此前,特斯拉CEO埃隆·马斯克曾表示将在未来三周内从车辆中移除安全监督员。这一承诺如今已成现实,意味着特斯拉的FSD(完全自动驾驶)系统已具备在真实城市交通环境中完全自主决策的能力。</p><img src=\"https://inews.gtimg.com/om_bt/OKp4IG6EihHheVn63D7yd8bNRO9z01ga-YWN3pnI37YcwAA/0\"/><p>有博主在同一城市不同时间段内,发现多台完全无人状态下运行的Robotaxi。这表明测试并非单一车辆的孤立验证,而是具备一定规模和连续性的系统化测试。</p><img src=\"https://inews.gtimg.com/om_bt/OGpAJvtxnQQGQKU0r78rD8yxxLdKj6xGowzQbFcIwvDsYAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OcQAnLllXYrpxasCjfDMWD99J57-xrYU58FxumpCw50sUAA/0\"/><p>测试车辆在真实城市道路体系中运行,需应对正常交通参与者、信号灯、非机动车及复杂路口场景。这些车辆依靠纯视觉感知方案和自研FSD计算平台完成环境感知、建模决策到控制执行的全流程。</p><img src=\"https://inews.gtimg.com/om_bt/OGWkiLhVlo5dQL_qXu9AfLKHgvj_UjkHOuCGKOPStQmBQAA/0\"/><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></p><p>董事长何小鹏作为行业同行,在近期实际体验后评价道,FSD已从一年前“L2高阶辅助驾驶的丝滑体验”,进入“软件准L4的安心阶段”。</p><img src=\"https://inews.gtimg.com/om_bt/OD_CVqmB6cdml_8glb8DDUmdvUwpPJIf6LqF9euVUnNZ0AA/0\"/><p>特斯拉在Robotaxi领域的布局已有近十年历史。2025年6月,特斯拉在得州奥斯汀正式启动了Robotaxi试点服务,初期投入约10-20辆基于Model Y(询底价|查参配)改造的测试车。</p><img src=\"https://inews.gtimg.com/om_bt/OCTAWr70h89IF_kLCY-K1jnqEj_m1IysYpcsHRhWdkpnMAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OsGWdFXa9U8r6MY8_JbbezUDGz_vYQPUFuqKegu5672PIAA/0\"/><p>当时,每辆车仍配备安全员坐在副驾驶位,以备紧急干预。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。根据马斯克的规划,特斯拉计划在2026年量产一款名为CyberCab的专用Robotaxi车辆,该车将没有方向盘和踏板,成本控制在3万美元左右。</p><img src=\"https://inews.gtimg.com/om_bt/OoTLmMo8n1jkwx9K4nKuCIHhzsfi1JeFgbpQ1kGTfwGH0AA/0\"/><p>特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。(文:太平洋汽车 彭浚哲)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测</title>\n<style 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218122428a459bc08&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592921813","content_text":"【太平洋汽车 行业频道】近日,特斯拉公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。此前,特斯拉CEO埃隆·马斯克曾表示将在未来三周内从车辆中移除安全监督员。这一承诺如今已成现实,意味着特斯拉的FSD(完全自动驾驶)系统已具备在真实城市交通环境中完全自主决策的能力。有博主在同一城市不同时间段内,发现多台完全无人状态下运行的Robotaxi。这表明测试并非单一车辆的孤立验证,而是具备一定规模和连续性的系统化测试。测试车辆在真实城市道路体系中运行,需应对正常交通参与者、信号灯、非机动车及复杂路口场景。这些车辆依靠纯视觉感知方案和自研FSD计算平台完成环境感知、建模决策到控制执行的全流程。小鹏汽车董事长何小鹏作为行业同行,在近期实际体验后评价道,FSD已从一年前“L2高阶辅助驾驶的丝滑体验”,进入“软件准L4的安心阶段”。特斯拉在Robotaxi领域的布局已有近十年历史。2025年6月,特斯拉在得州奥斯汀正式启动了Robotaxi试点服务,初期投入约10-20辆基于Model Y(询底价|查参配)改造的测试车。当时,每辆车仍配备安全员坐在副驾驶位,以备紧急干预。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。根据马斯克的规划,特斯拉计划在2026年量产一款名为CyberCab的专用Robotaxi车辆,该车将没有方向盘和踏板,成本控制在3万美元左右。特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。(文:太平洋汽车 彭浚哲)","news_type":1,"symbols_score_info":{"09868":0.9,"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511990943404288,"gmtCreate":1766024747472,"gmtModify":1766024749775,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的养殖业你还没算呢,起码价值400美元","listText":"马圣的养殖业你还没算呢,起码价值400美元","text":"马圣的养殖业你还没算呢,起码价值400美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511990943404288","repostId":"2592907944","repostType":2,"repost":{"id":"2592907944","kind":"news","pubTimestamp":1766015745,"share":"https://www.laohu8.com/m/news/2592907944?lang=zh_CN&edition=full","pubTime":"2025-12-18 07:55","market":"us","language":"zh","title":"分析师又给特斯拉泼冷水","url":"https://stock-news.laohu8.com/highlight/detail?id=2592907944","media":"科创日报","summary":"然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。近期,特斯拉股价一路走高。根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251218080630878v152rxh8eug8hr4\"/><p><strong>文|</strong>夏军雄</p><p>得益于在无人出租车(Robotaxi)领域的进展,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。</p><p>然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。</p><p>William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”</p><p>Dorsheimer从能源与基础设施视角对特斯拉进行了评估,并指出,特斯拉市值中存在令人震惊的脱节。</p><p>“汽车业务的权重正在被明显淡化。我们在此前发布的分部估值分析中对这一点进行了评估,”他说。“汽车业务实际上只相当于每股约30至40美元的价值。”</p><p>近期,特斯拉股价一路走高。过去五个交易日,该公司股价累计上涨超过 7%,创下历史新高。</p><p>特斯拉的这轮上涨,主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息,以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商,转型为自动驾驶巨头。</p><p><strong>特斯拉股价几乎完全押注未落地的业务</strong></p><p>Dorsheimer指出,特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来,这种“转型”其实已经完成,市场不再以特斯拉交付了多少辆电动车来评判它,而是关注其在机器人和人工智能(AI)领域的进展。</p><p>根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台,以及被人形机器人项目Optimus。</p><p>Dorsheimer还补充道:“你也确实看到能源业务的价值在增长,已经与汽车业务相当,甚至可能略高一些。”</p><p>这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。</p><p>质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨,但特斯拉短期内的收入和利润,仍在很大程度上依赖于全球电动汽车市场,而该市场正面临日益激烈的竞争和监管阻力。</p><p>就在本周,加州监管机构对特斯拉“Autopilot(自动驾驶)”的营销表述提出质疑,要求其在90天内澄清或删除相关措辞。这再次提醒人们,实现完全自动驾驶的道路上布满法律和技术障碍。</p><p>对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。</p><p>尽管如此,Dorsheimer仍然看好特斯拉长期的能源故事,认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b><strong>科创日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|夏军雄得益于在无人出租车(Robotaxi)领域的进展,特斯拉股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”Dorsheimer从能源与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) 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(USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592907944","content_text":"文|夏军雄得益于在无人出租车(Robotaxi)领域的进展,特斯拉股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”Dorsheimer从能源与基础设施视角对特斯拉进行了评估,并指出,特斯拉市值中存在令人震惊的脱节。“汽车业务的权重正在被明显淡化。我们在此前发布的分部估值分析中对这一点进行了评估,”他说。“汽车业务实际上只相当于每股约30至40美元的价值。”近期,特斯拉股价一路走高。过去五个交易日,该公司股价累计上涨超过 7%,创下历史新高。特斯拉的这轮上涨,主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息,以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商,转型为自动驾驶巨头。特斯拉股价几乎完全押注未落地的业务Dorsheimer指出,特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来,这种“转型”其实已经完成,市场不再以特斯拉交付了多少辆电动车来评判它,而是关注其在机器人和人工智能(AI)领域的进展。根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台,以及被人形机器人项目Optimus。Dorsheimer还补充道:“你也确实看到能源业务的价值在增长,已经与汽车业务相当,甚至可能略高一些。”这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨,但特斯拉短期内的收入和利润,仍在很大程度上依赖于全球电动汽车市场,而该市场正面临日益激烈的竞争和监管阻力。就在本周,加州监管机构对特斯拉“Autopilot(自动驾驶)”的营销表述提出质疑,要求其在90天内澄清或删除相关措辞。这再次提醒人们,实现完全自动驾驶的道路上布满法律和技术障碍。对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。尽管如此,Dorsheimer仍然看好特斯拉长期的能源故事,认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511651951821760,"gmtCreate":1765942067324,"gmtModify":1765942070223,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"邪教头子一手遮天[开心] ","listText":"邪教头子一手遮天[开心] ","text":"邪教头子一手遮天[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511651951821760","repostId":"2592954066","repostType":2,"repost":{"id":"2592954066","kind":"highlight","pubTimestamp":1765936283,"share":"https://www.laohu8.com/m/news/2592954066?lang=zh_CN&edition=full","pubTime":"2025-12-17 09:51","market":"sh","language":"zh","title":"身价升至6842亿美元!美国正在重估马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954066","media":"格隆汇","summary":"交通+能源+制造+数据+AI","content":"<html><body><p>随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价再度创出历史新高,以及SpaceX估值飙升,<span>马斯克身价猛增。</span></p><p>福布斯实时富豪榜最新数据显示,<b>马斯克的个人财富升至6842亿美元</b>,距7000亿美元仅差158亿美元。</p><p><img src=\"https://img3.gelonghui.com/0b853-2b71a742-06f6-4b0b-9f53-094b4c4cc41b.jpg?guru_height=825&guru_width=1890&guru_size=86401\"/></p><p>目前,马斯克比全球第二富豪、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元,比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。</p><p>马斯克拥有多家科技公司,<b>他在火箭公司SpaceX中拥有约42%的股权,在特斯拉拥有约12%的股权,在人工智能企业xAI则拥有高达53%的股权。</b></p><p>有业内人士称,美国正在重估马斯克。</p><p>在大众眼中,特斯拉是一家电动车公司,SpaceX是一家火箭公司,xAI是一家AI公司。</p><p><b>但站在更高的角度看,马斯克真正重构的是:交通+能源+制造+数据+AI,“下一代世界的底层硬件”。</b></p></body></html>","source":"gelonghui_highlight","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>身价升至6842亿美元!美国正在重估马斯克</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身价升至6842亿美元!美国正在重估马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:51 北京时间 <a href=https://www.gelonghui.com/p/3383172><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着特斯拉股价再度创出历史新高,以及SpaceX估值飙升,马斯克身价猛增。福布斯实时富豪榜最新数据显示,马斯克的个人财富升至6842亿美元,距7000亿美元仅差158亿美元。目前,马斯克比全球第二富豪、谷歌联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元,比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。马斯克拥有多家科技公司,他在火箭公司SpaceX中...</p>\n\n<a href=\"https://www.gelonghui.com/p/3383172\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/75b76-f33f57c4-d597-4519-8368-00a72c2f33a4.jpg?guru_height=878&guru_width=1280&guru_size=124681","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (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","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) 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href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a><v-v data-views=\"0\"></v-v> 被特能吹的无人的士夸大宣传领先了,要进入一段时间调整了。","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a><v-v data-views=\"0\"></v-v> 被特能吹的无人的士夸大宣传领先了,要进入一段时间调整了。","text":"$优步(UBER)$ 被特能吹的无人的士夸大宣传领先了,要进入一段时间调整了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511113292403392","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511103920911344,"gmtCreate":1765808209607,"gmtModify":1765808212161,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"吹起来,多吹点,两万亿吹少了直接十万亿吧[开心] ","listText":"吹起来,多吹点,两万亿吹少了直接十万亿吧[开心] ","text":"吹起来,多吹点,两万亿吹少了直接十万亿吧[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511103920911344","repostId":"2591035649","repostType":2,"repost":{"id":"2591035649","kind":"news","pubTimestamp":1765804363,"share":"https://www.laohu8.com/m/news/2591035649?lang=zh_CN&edition=full","pubTime":"2025-12-15 21:12","market":"us","language":"zh","title":"Wedbush:未来一年内,特斯拉市值将涨破2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591035649","media":"智通财经","summary":"智通财经APP获悉,Wedbush Securities认为,特斯拉未来将会有极为出色的表现。该机构预计,特斯拉在未来一年内市值将超过 2 万亿美元,在乐观的市场情景下,到 2026 年底其市值将达到 3 万亿美元。届时,随着自动驾驶和机器人技术路线图的全面量产,特斯拉将全面掌控全球约 70%的自动驾驶市场。截至发稿,特斯拉的股票在盘前交易中上涨了 1.1%,达到每股 463.87 美元,而其 52 周的交易区间为 214.25 美元至 488.54 美元,目前特斯拉的市值超过 1.53 万亿美元。","content":"<html><head></head><body><p>12月15日,Wedbush Securities认为,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来将会有极为出色的表现。目前市场上的看多和看空双方正在就未来一年内“自动驾驶出租车”(Robotaxi)时代会以何种速度形成展开激烈辩论,而就在几个月前,特斯拉自动驾驶出租车服务在奥斯汀已经成功完成了首次亮相。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c69c4d9d4f5e12bc9a0a6fe095515044\" tg-width=\"560\" tg-height=\"240\"/></p><p>Wedbush分析师Dan Ives写道:“我们预计,特斯拉将在美国各地加快推出自动驾驶出租车服务的步伐,更重要的是,Cybercab的量产计划将在 4 月/5 月期间启动。简而言之,我们认为特斯拉正在采取重大举措,推进其人工智能革命进程,自动驾驶和机器人技术将成为其未来发展的核心重点,这将改变游戏规则,并为特斯拉的未来定下基调。”</p><p>Ives重申对特斯拉的“跑赢大盘”评级:对于特斯拉而言,其人工智能和自动驾驶方面的机遇价值至少 1 万亿美元;预计在未来三到六个月里,关键举措将加快推进,因为该公司过去几年在 FSD 和自动化方面所遭遇的联邦监管网络问题将得到解决。</p><p>该机构预计,特斯拉在未来一年内市值将超过 2 万亿美元,在乐观的市场情景下,到 2026 年底其市值将达到 3 万亿美元。届时,随着自动驾驶和机器人技术路线图的全面量产,特斯拉将全面掌控全球约 70%的自动驾驶市场。Ives在展望未来时写道:“我们预计,在未来十年内,特斯拉将在全球自动驾驶市场占据约 70%的份额,因为世界上没有其他公司能与特斯拉的规模和影响力以及其不断扩大的人工智能布局相匹敌。”</p><p>截至发稿,特斯拉的股票在盘前交易中上涨了 1.1%,达到每股 463.87 美元,而其 52 周的交易区间为 214.25 美元至 488.54 美元,目前特斯拉的市值超过 1.53 万亿美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-15 21:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1381800.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月15日,Wedbush Securities认为,特斯拉未来将会有极为出色的表现。目前市场上的看多和看空双方正在就未来一年内“自动驾驶出租车”(Robotaxi)时代会以何种速度形成展开激烈辩论,而就在几个月前,特斯拉自动驾驶出租车服务在奥斯汀已经成功完成了首次亮相。Wedbush分析师Dan Ives写道:“我们预计,特斯拉将在美国各地加快推出自动驾驶出租车服务的步伐,更重要的是,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1381800.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income 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(CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4604":"机器人概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1381800.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591035649","content_text":"12月15日,Wedbush Securities认为,特斯拉未来将会有极为出色的表现。目前市场上的看多和看空双方正在就未来一年内“自动驾驶出租车”(Robotaxi)时代会以何种速度形成展开激烈辩论,而就在几个月前,特斯拉自动驾驶出租车服务在奥斯汀已经成功完成了首次亮相。Wedbush分析师Dan Ives写道:“我们预计,特斯拉将在美国各地加快推出自动驾驶出租车服务的步伐,更重要的是,Cybercab的量产计划将在 4 月/5 月期间启动。简而言之,我们认为特斯拉正在采取重大举措,推进其人工智能革命进程,自动驾驶和机器人技术将成为其未来发展的核心重点,这将改变游戏规则,并为特斯拉的未来定下基调。”Ives重申对特斯拉的“跑赢大盘”评级:对于特斯拉而言,其人工智能和自动驾驶方面的机遇价值至少 1 万亿美元;预计在未来三到六个月里,关键举措将加快推进,因为该公司过去几年在 FSD 和自动化方面所遭遇的联邦监管网络问题将得到解决。该机构预计,特斯拉在未来一年内市值将超过 2 万亿美元,在乐观的市场情景下,到 2026 年底其市值将达到 3 万亿美元。届时,随着自动驾驶和机器人技术路线图的全面量产,特斯拉将全面掌控全球约 70%的自动驾驶市场。Ives在展望未来时写道:“我们预计,在未来十年内,特斯拉将在全球自动驾驶市场占据约 70%的份额,因为世界上没有其他公司能与特斯拉的规模和影响力以及其不断扩大的人工智能布局相匹敌。”截至发稿,特斯拉的股票在盘前交易中上涨了 1.1%,达到每股 463.87 美元,而其 52 周的交易区间为 214.25 美元至 488.54 美元,目前特斯拉的市值超过 1.53 万亿美元。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509481583170128,"gmtCreate":1765423167952,"gmtModify":1765423170576,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣一边说不缺钱一边整上市[微笑] 操控市场赢麻了","listText":"马圣一边说不缺钱一边整上市[微笑] 操控市场赢麻了","text":"马圣一边说不缺钱一边整上市[微笑] 操控市场赢麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509481583170128","repostId":"1105563375","repostType":2,"repost":{"id":"1105563375","kind":"news","pubTimestamp":1765419462,"share":"https://www.laohu8.com/m/news/1105563375?lang=zh_CN&edition=full","pubTime":"2025-12-11 10:17","market":"us","language":"zh","title":"马斯克确认SpaceX即将上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1105563375","media":"瓦砾村夫","summary":"一个多小时前,埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。抗拒多年之后,SpaceX公司现在计划上市。这将使SpaceX能够筹集超过300亿美元的资金。现在SpaceX有望与之持平或超越这一数值。这个决定令人惊讶,因为马斯克长期以来一直抵制让SpaceX上市。此外,通过星舰项目,SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。马斯克还认为,一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。","content":"<html><head></head><body><p><strong>一个多小时前,埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。</strong>这起可能是史上最大的IPO,即将借助AI、太空的风口轰鸣起飞。</p><p>两小时前,科技媒体Ars Technica的高级太空编辑,SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后,SpaceX现在计划上市。原因何在?》的文章,并评论:“以下是我认为SpaceX即将上市的原因。”</p><p>埃隆火速点评,同时也确认了SpaceX上市的传闻:“<strong>一如既往,Eric的描述是准确的。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d7e311e4209ade6e25eef9defcfd1e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>网友火速围观,一位埃隆粉甚至把股票代号都想好了:$SEX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a656839e464d9a1805bcd75e68a460fb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"507\"/></p><p>多年来,埃隆一直拒绝让SpaceX上市,他希望公司能专注于实现建造可快速重用的火箭,并登陆火星的愿景,上市对于公司的执行会带来额外的开销和干扰。</p><p>近几年,随着星链项目的顺利推进,他的口风有所松动,多次在访谈中透露,随着公司现金流转正并稳定,愿意将星链项目分拆单独上市。</p><p>本周二,彭博社曾报道,SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市,募集超300亿美元的资金,主要用于搭建太空算力中心。</p><p>以下是Eric Berger发表的文章全文,引自Ars Technica网站。</p><h3 id=\"id_4263991924\">抗拒多年之后,SpaceX公司现在计划上市。原因何在?</h3><h3 id=\"id_3897325165\">"人工智能竞赛在很大程度上取决于资产的积累和部署"</h3><p>多家媒体报道,SpaceX计划明年通过IPO筹集数百亿美元,《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。</p><p>《华尔街日报》和《The Information》上周五首先报道了IPO的可能性,彭博社在周二晚间跟进报道,称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。</p><p>这是一笔巨额资金。史上最大规模的IPO发生在2019年,当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易,筹集了290亿美元。就收入而言,阿美公司是全球前五名的公司之一。</p><p>现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说,太空是最后的边疆。</p><p>但是,在公司的收入因星链互联网星座的增长而激增之际,马斯克为何现在要让SpaceX上市呢?这个决定令人惊讶,因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查,并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。</p><p><strong>数据中心</strong></p><p>《Ars》采访了多位熟悉马斯克及其想法的人士,以了解他为何希望让SpaceX上市。</p><p>近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻,并于2023年创办了自己的公司xAI。在特斯拉,他一直在推动智能驾驶技术,最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合,他相信这将深刻改变人类文明。</p><p>在接下来的18个月内筹集大量资金,将使马斯克拥有大量资本可以部署在SpaceX,因为他影响并参与这种技术融合。</p><p>SpaceX如何在这一领域发挥作用?在短期内,该公司计划开发一种改进版的星链卫星,作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上,马斯克10月底就说过:"SpaceX会这么做。"</p><p>但是,利用在地球上制造的下一代星链卫星只是他愿景的开始。"更高一层的境界是在月球上建造卫星工厂,并使用质量投射器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,从而不需要火箭,"马斯克上周末在X上说。"这样每年可以扩展到超过100太瓦的人工智能能力,并在成为卡尔达肖夫II型文明的路上取得实质性进展。"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/098a3373f46cf990ee601f5f6fd9d1ad\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"772\"/></p><p>根据一些预测分析,SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如,这与美国宇航局的年度预算相当,而且SpaceX部署资本的效率远远高于政府。因此,该公司将能够完成很多事情。但有了大量的现金注入,SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。</p><p>长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为,一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络,事情就已成定局。</p><p>"那就是在这么久以来都不太可能的情况下,IPO突然变得可行的时刻,"特里帕西告诉《Ars》。"如果你了解埃隆的策略,你就会知道,一旦他承诺做某事,就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业,并让所有其他竞争者处于不利地位。"</p><p>目前马斯克的首要目标是"赢得"人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题,现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源,这表明他志在必得。</p><p><strong>那火星呢?</strong></p><p>马斯克在2002年创立SpaceX,目标是有朝一日定居火星。他从未动摇过这个目标,事实上,在过去的二十多年里,公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量,拥有近90%的在轨卫星,并为美国政府大部分民用和军事太空活动提供支持。此外,通过星舰项目,SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。</p><p>但是,如果马斯克保持SpaceX私有化的理由是为了保护火星梦想,那他是否放弃了这个长期以来的目标呢?</p><p>不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品,马斯克是相信的。而且他曾谈到,将机器人送往火星,为第一批人类定居者铺平道路。</p><p>马斯克还认为,一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单,因为该民用航天机构从事的是探索业务,而非定居业务。几年来,他一直表示,需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船,包括燃料补给,至少需要1万次星舰发射。按照每次发射1亿美元计算,仅发射成本就达1万亿美元。</p><p>马斯克经常表达一种担忧,即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市,就是赌他能在有生之年调动资源,让火星一号城成为现实。他今年已经54岁了。</p><p>当然,这个计划并非没有风险。如果人工智能存在泡沫,十年后,SpaceX可能在太空中拥有价值数千亿美元的卫星,但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁,而不是让人类成为跨行星物种。</p><p>但马斯克从不回避风险。所以,在此时加倍投入他最成功的资产,正是人们会期待他做的事情。</p></body></html>","source":"lsy1649056886487","collect":0,"html":"<!DOCTYPE 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}\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马斯克确认SpaceX即将上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 10:17 北京时间 <a href=https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个多小时前,埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO,即将借助AI、太空的风口轰鸣起飞。两小时前,科技媒体Ars Technica的高级太空编辑,SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后,SpaceX现在计划上市。原因何在?》的文章,并评论:“以下是我认为SpaceX即将上市的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ\">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/55d7e311e4209ade6e25eef9defcfd1e","relate_stocks":{"SATS":"回声星通信","DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105563375","content_text":"一个多小时前,埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO,即将借助AI、太空的风口轰鸣起飞。两小时前,科技媒体Ars Technica的高级太空编辑,SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后,SpaceX现在计划上市。原因何在?》的文章,并评论:“以下是我认为SpaceX即将上市的原因。”埃隆火速点评,同时也确认了SpaceX上市的传闻:“一如既往,Eric的描述是准确的。”网友火速围观,一位埃隆粉甚至把股票代号都想好了:$SEX。多年来,埃隆一直拒绝让SpaceX上市,他希望公司能专注于实现建造可快速重用的火箭,并登陆火星的愿景,上市对于公司的执行会带来额外的开销和干扰。近几年,随着星链项目的顺利推进,他的口风有所松动,多次在访谈中透露,随着公司现金流转正并稳定,愿意将星链项目分拆单独上市。本周二,彭博社曾报道,SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市,募集超300亿美元的资金,主要用于搭建太空算力中心。以下是Eric Berger发表的文章全文,引自Ars Technica网站。抗拒多年之后,SpaceX公司现在计划上市。原因何在?\"人工智能竞赛在很大程度上取决于资产的积累和部署\"多家媒体报道,SpaceX计划明年通过IPO筹集数百亿美元,《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。《华尔街日报》和《The Information》上周五首先报道了IPO的可能性,彭博社在周二晚间跟进报道,称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。这是一笔巨额资金。史上最大规模的IPO发生在2019年,当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易,筹集了290亿美元。就收入而言,阿美公司是全球前五名的公司之一。现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说,太空是最后的边疆。但是,在公司的收入因星链互联网星座的增长而激增之际,马斯克为何现在要让SpaceX上市呢?这个决定令人惊讶,因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查,并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。数据中心《Ars》采访了多位熟悉马斯克及其想法的人士,以了解他为何希望让SpaceX上市。近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻,并于2023年创办了自己的公司xAI。在特斯拉,他一直在推动智能驾驶技术,最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合,他相信这将深刻改变人类文明。在接下来的18个月内筹集大量资金,将使马斯克拥有大量资本可以部署在SpaceX,因为他影响并参与这种技术融合。SpaceX如何在这一领域发挥作用?在短期内,该公司计划开发一种改进版的星链卫星,作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上,马斯克10月底就说过:\"SpaceX会这么做。\"但是,利用在地球上制造的下一代星链卫星只是他愿景的开始。\"更高一层的境界是在月球上建造卫星工厂,并使用质量投射器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,从而不需要火箭,\"马斯克上周末在X上说。\"这样每年可以扩展到超过100太瓦的人工智能能力,并在成为卡尔达肖夫II型文明的路上取得实质性进展。\"根据一些预测分析,SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如,这与美国宇航局的年度预算相当,而且SpaceX部署资本的效率远远高于政府。因此,该公司将能够完成很多事情。但有了大量的现金注入,SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为,一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络,事情就已成定局。\"那就是在这么久以来都不太可能的情况下,IPO突然变得可行的时刻,\"特里帕西告诉《Ars》。\"如果你了解埃隆的策略,你就会知道,一旦他承诺做某事,就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业,并让所有其他竞争者处于不利地位。\"目前马斯克的首要目标是\"赢得\"人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题,现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源,这表明他志在必得。那火星呢?马斯克在2002年创立SpaceX,目标是有朝一日定居火星。他从未动摇过这个目标,事实上,在过去的二十多年里,公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量,拥有近90%的在轨卫星,并为美国政府大部分民用和军事太空活动提供支持。此外,通过星舰项目,SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。但是,如果马斯克保持SpaceX私有化的理由是为了保护火星梦想,那他是否放弃了这个长期以来的目标呢?不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品,马斯克是相信的。而且他曾谈到,将机器人送往火星,为第一批人类定居者铺平道路。马斯克还认为,一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单,因为该民用航天机构从事的是探索业务,而非定居业务。几年来,他一直表示,需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船,包括燃料补给,至少需要1万次星舰发射。按照每次发射1亿美元计算,仅发射成本就达1万亿美元。马斯克经常表达一种担忧,即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市,就是赌他能在有生之年调动资源,让火星一号城成为现实。他今年已经54岁了。当然,这个计划并非没有风险。如果人工智能存在泡沫,十年后,SpaceX可能在太空中拥有价值数千亿美元的卫星,但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁,而不是让人类成为跨行星物种。但马斯克从不回避风险。所以,在此时加倍投入他最成功的资产,正是人们会期待他做的事情。","news_type":1,"symbols_score_info":{"DXYZ":2,"SATS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509257751646536,"gmtCreate":1765361851918,"gmtModify":1765361864096,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","listText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","text":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509257751646536","repostId":"2590304159","repostType":2,"repost":{"id":"2590304159","kind":"highlight","pubTimestamp":1765353394,"share":"https://www.laohu8.com/m/news/2590304159?lang=zh_CN&edition=full","pubTime":"2025-12-10 15:56","market":"fut","language":"zh","title":"马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了","url":"https://stock-news.laohu8.com/highlight/detail?id=2590304159","media":"金融界","summary":"当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”","content":"<html><body><div>\n<p>来源:环球市场播报</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。</p><p>当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。</p><p>马斯克说:“这在<span>某</span>种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”</p><p>马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”</p><p>他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”</p>\n<div>\n<p>美股频道更多独家策划、专家专栏,免费查阅>></p>\n<div>\r\n 责任编辑:山上\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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\" 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href=https://usstock.jrj.com.cn/2025/12/10155654660883.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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3xLongSG261006","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念"},"source_url":"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590304159","content_text":"来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”\n\n美股频道更多独家策划、专家专栏,免费查阅>>\n\r\n 责任编辑:山上","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.86,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509257292972800,"gmtCreate":1765361842305,"gmtModify":1765361862190,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","listText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","text":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509257292972800","repostId":"2590304159","repostType":2,"repost":{"id":"2590304159","kind":"highlight","pubTimestamp":1765353394,"share":"https://www.laohu8.com/m/news/2590304159?lang=zh_CN&edition=full","pubTime":"2025-12-10 15:56","market":"fut","language":"zh","title":"马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了","url":"https://stock-news.laohu8.com/highlight/detail?id=2590304159","media":"金融界","summary":"当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”","content":"<html><body><div>\n<p>来源:环球市场播报</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。</p><p>当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。</p><p>马斯克说:“这在<span>某</span>种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”</p><p>马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”</p><p>他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”</p>\n<div>\n<p>美股频道更多独家策划、专家专栏,免费查阅>></p>\n<div>\r\n 责任编辑:山上\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 15:56 北京时间 <a href=https://usstock.jrj.com.cn/2025/12/10155654660883.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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3xLongSG261006","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念"},"source_url":"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590304159","content_text":"来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”\n\n美股频道更多独家策划、专家专栏,免费查阅>>\n\r\n 责任编辑:山上","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.86,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509257307537944,"gmtCreate":1765361834518,"gmtModify":1765361849022,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","listText":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","text":"[开心] 马圣的畜牧业不倒马圣就永远都不会输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509257307537944","repostId":"2590304159","repostType":2,"repost":{"id":"2590304159","kind":"highlight","pubTimestamp":1765353394,"share":"https://www.laohu8.com/m/news/2590304159?lang=zh_CN&edition=full","pubTime":"2025-12-10 15:56","market":"fut","language":"zh","title":"马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了","url":"https://stock-news.laohu8.com/highlight/detail?id=2590304159","media":"金融界","summary":"当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”","content":"<html><body><div>\n<p>来源:环球市场播报</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。</p><p>当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。</p><p>马斯克说:“这在<span>某</span>种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”</p><p>马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”</p><p>他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”</p>\n<div>\n<p>美股频道更多独家策划、专家专栏,免费查阅>></p>\n<div>\r\n 责任编辑:山上\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克回应“给你1000美元从头再来”:不可能,除非世界末日了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 15:56 北京时间 <a href=https://usstock.jrj.com.cn/2025/12/10155654660883.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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3xLongSG261006","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念"},"source_url":"https://usstock.jrj.com.cn/2025/12/10155654660883.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590304159","content_text":"来源:环球市场播报特斯拉CEO埃隆·马斯克近日做客他在政府效率部(DOGE)的前助手凯蒂·米勒的一档播客节目,对一系列问题进行了回应。当米勒问他“如果你用1000美元重新开始,你会怎么做”时,马斯克回答“不可能”,因为像他这样拥有如此多的知识的人,是不可能只拥有这么低的资源量的。马斯克说:“这在某种程度上是一种不可能的二分法,因为除非文明被摧毁或其他什么的,而在那种情况下,1000美元并不能解决你的问题。如果文明没有融化,那么我可能只是告诉人们给我钱,就像我以前做过的那样。”马斯克接着说:“要发生这种情况,必须有很多事情出了问题。我是不是刚从监狱里出来,拿着一笔津贴?我所有的公司都被没收了。我的意思是,这需要世界末日,希望不会发生,就像‘诸神黄昏’的下一关一样,我输了。”他说:“我的意思是,一个人不可能拥有这么多的知识,我拥有的所有知识,然后被降到一个很低的资源量。因为现实是,要么发生了真正灾难性的事情,比如文明已经融化,要么我可以让人们给我钱,并承诺将有高回报,这就是我现在能做的。比如,如果你给我一美元,你会得到比一美元多得多的回报。”\n\n美股频道更多独家策划、专家专栏,免费查阅>>\n\r\n 责任编辑:山上","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.86,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508823028945624,"gmtCreate":1765255791904,"gmtModify":1765255794393,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"早该下调了,其他万亿市值的公司有特斯拉业务那么差的吗?大家都有梦想溢价,就你最夸张。","listText":"早该下调了,其他万亿市值的公司有特斯拉业务那么差的吗?大家都有梦想溢价,就你最夸张。","text":"早该下调了,其他万亿市值的公司有特斯拉业务那么差的吗?大家都有梦想溢价,就你最夸张。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508823028945624","repostId":"2590926363","repostType":2,"repost":{"id":"2590926363","kind":"news","pubTimestamp":1765224900,"share":"https://www.laohu8.com/m/news/2590926363?lang=zh_CN&edition=full","pubTime":"2025-12-09 04:15","market":"hk","language":"zh","title":"摩根士丹利两年半来首次下调对特斯拉评级,指其估值过高","url":"https://stock-news.laohu8.com/highlight/detail?id=2590926363","media":"环球市场播报","summary":"这是他作为摩根士丹利覆盖特斯拉的分析师的首份报告。Percoco给特斯拉股票的新目标价为425美元,这意味着较周五收盘价下跌6.6%。据汇编的数据,Jonas自2023年9月以来一直给予特斯拉“增持”评级。该公司目前有28个买入评级、19个持有评级和16个卖出评级,平均目标价为388美元。","content":"<html><head></head><body><p>马斯克渴望将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>转型成一个机器人和人工智能公司,但<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示,这家电动汽车制造商的股价已经反映了上述业务,并且估值已达到“充分水平”。该行将对特斯拉的评级下调至相当于“持有”的水平,这是其自2023年6月以来首次下调对该公司的评级。</p><p>特斯拉的股价约为未来12个月预期收益的210倍,这使其成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中第二昂贵的公司,仅低于华纳兄弟探索的220倍,远高于第三名<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies Inc.的186倍。</p><p>“虽然大家都明白特斯拉不仅是一家汽车制造商,但我们预计未来一年交易环境将较为波动,”分析师Andrew Percoco在周日致客户的一份报告中写道,“我们认为目前的预期存在下行空间,而其非汽车业务的催化剂似乎已经反映在当前的股价中。”这是他作为摩根士丹利覆盖特斯拉的分析师的首份报告。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5ed52e9c0a7d2aaa360c018ebe2839\" tg-width=\"492\" tg-height=\"432\"/></p><p>Percoco给特斯拉股票的新目标价为425美元,这意味着较周五收盘价下跌6.6%。他接替了摩根士丹利长期覆盖特斯拉的分析师Adam Jonas。据汇编的数据,Jonas自2023年9月以来一直给予特斯拉“增持”评级。该公司目前有28个买入评级、19个持有评级和16个卖出评级,平均目标价为388美元。</p></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>摩根士丹利两年半来首次下调对特斯拉评级,指其估值过高</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摩根士丹利两年半来首次下调对特斯拉评级,指其估值过高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-09 04:15 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-09/doc-inhacsyr3398853.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克渴望将特斯拉转型成一个机器人和人工智能公司,但摩根士丹利表示,这家电动汽车制造商的股价已经反映了上述业务,并且估值已达到“充分水平”。该行将对特斯拉的评级下调至相当于“持有”的水平,这是其自2023年6月以来首次下调对该公司的评级。特斯拉的股价约为未来12个月预期收益的210倍,这使其成为标普500指数中第二昂贵的公司,仅低于华纳兄弟探索的220倍,远高于第三名Palantir ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-09/doc-inhacsyr3398853.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-09/doc-inhacsyr3398853.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2590926363","content_text":"马斯克渴望将特斯拉转型成一个机器人和人工智能公司,但摩根士丹利表示,这家电动汽车制造商的股价已经反映了上述业务,并且估值已达到“充分水平”。该行将对特斯拉的评级下调至相当于“持有”的水平,这是其自2023年6月以来首次下调对该公司的评级。特斯拉的股价约为未来12个月预期收益的210倍,这使其成为标普500指数中第二昂贵的公司,仅低于华纳兄弟探索的220倍,远高于第三名Palantir Technologies Inc.的186倍。“虽然大家都明白特斯拉不仅是一家汽车制造商,但我们预计未来一年交易环境将较为波动,”分析师Andrew Percoco在周日致客户的一份报告中写道,“我们认为目前的预期存在下行空间,而其非汽车业务的催化剂似乎已经反映在当前的股价中。”这是他作为摩根士丹利覆盖特斯拉的分析师的首份报告。Percoco给特斯拉股票的新目标价为425美元,这意味着较周五收盘价下跌6.6%。他接替了摩根士丹利长期覆盖特斯拉的分析师Adam Jonas。据汇编的数据,Jonas自2023年9月以来一直给予特斯拉“增持”评级。该公司目前有28个买入评级、19个持有评级和16个卖出评级,平均目标价为388美元。","news_type":1,"symbols_score_info":{"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508434692215856,"gmtCreate":1765160246190,"gmtModify":1765161401054,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"在信徒嘴里fsd从来没有违反交通规则过,你这个新闻是不是假新闻[微笑] ","listText":"在信徒嘴里fsd从来没有违反交通规则过,你这个新闻是不是假新闻[微笑] ","text":"在信徒嘴里fsd从来没有违反交通规则过,你这个新闻是不是假新闻[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508434692215856","repostId":"2589275878","repostType":2,"repost":{"id":"2589275878","kind":"news","pubTimestamp":1765076625,"share":"https://www.laohu8.com/m/news/2589275878?lang=zh_CN&edition=full","pubTime":"2025-12-07 11:03","market":"us","language":"zh","title":"美国调查特斯拉 FSD:至少存在 80 起违反交通规则的案例","url":"https://stock-news.laohu8.com/highlight/detail?id=2589275878","media":"IT之家","summary":"IT之家 12 月 7 日消息,美国国家公路交通安全管理局 本周致函特斯拉公司,指出其“FSD(监督版)”软件至少存在 80 起违反交通规则的案例,包括闯红灯和驶入错误车道。特斯拉须于 2026 年 1 月 19 日前提交相关回应。ODI 还要求特斯拉交出其收到的所有与 FSD 上述特定问题相关的客户投诉,包括来自车队运营商的反馈,以及任何相关诉讼或第三方仲裁程序中的材料。据IT之家了解,这是 NHTSA 针对特斯拉 FSD 软件发起的第二项调查。","content":"<html><body><article><p>IT之家 12 月 7 日消息,美国国家公路交通安全管理局(NHTSA)本周致函<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司,指出其“FSD(监督版)”(Full Self-Driving, Supervised)软件至少存在 80 起违反交通规则的案例,包括闯红灯和驶入错误车道。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251207110823280d1520x41reirrpl\"/><p>NHTSA 在信函中表示,已收到 62 份来自特斯拉车主的投诉、14 份由特斯拉自行提交的报告,以及 4 篇媒体报道,均描述了该软件可能存在的违规行为。这一数字较今年 10 月该机构启动调查时所引用的约 50 起违规事件有所上升。</p><p>根据信函内容,NHTSA 下属的缺陷调查办公室(ODI)正在调查特斯拉的驾驶辅助软件是否能够“准确检测交通信号灯、标志和车道标线并做出适当反应”。此外,ODI 还在评估该软件在上述情况下是否向驾驶员提供了充分的警示。特斯拉须于 2026 年 1 月 19 日前提交相关回应。</p><p>值得注意的是,ODI 在今年 10 月最初通报的案例中,包含多起发生在马里兰州乔帕(Joppa)某交叉路口的报告。当时特斯拉曾告知监管机构,已“采取措施解决该路口的问题”。然而,NHTSA 此次未披露新报告事件的具体地理位置。此外,特斯拉向该机构提交的文件通常经过大量删减处理。</p><p>这封信函发出的同一周,特斯拉首席执行官埃隆・马斯克(Elon Musk)在社交平台 X 上发文称,FSD 最新版本将允许用户在使用驾驶辅助功能时发短信并驾驶车辆,而此类行为在全美几乎所有州均属违法行为。截至目前,NHTSA 尚未就马斯克的言论置评。</p><p>此信函旨在启动 NHTSA 的证据开示程序,并详细列出了该机构向特斯拉提出的一系列信息请求。例如,NHTSA 要求特斯拉提供搭载 FSD 功能的车辆总数,以及该软件被启用的频率。ODI 还要求特斯拉交出其收到的所有与 FSD 上述特定问题相关的客户投诉,包括来自车队运营商的反馈,以及任何相关诉讼或第三方仲裁程序中的材料。</p><p>据IT之家了解,这是 NHTSA 针对特斯拉 FSD 软件发起的第二项调查。2024 年 10 月,该机构已启动另一项调查,重点审查 FSD 在雾天或强光等低能见度条件下的应对表现。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>美国调查特斯拉 FSD:至少存在 80 起违反交通规则的案例</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{ 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class=\"meta\">\n\n\n2025-12-07 11:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207110827a438ad31&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 12 月 7 日消息,美国国家公路交通安全管理局(NHTSA)本周致函特斯拉公司,指出其“FSD(监督版)”(Full Self-Driving, Supervised)软件至少存在 80 起违反交通规则的案例,包括闯红灯和驶入错误车道。NHTSA 在信函中表示,已收到 62 份来自特斯拉车主的投诉、14 份由特斯拉自行提交的报告,以及 4 篇媒体报道,均描述了该软件可能存在的违规行为。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207110827a438ad31&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) 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GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207110827a438ad31&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2589275878","content_text":"IT之家 12 月 7 日消息,美国国家公路交通安全管理局(NHTSA)本周致函特斯拉公司,指出其“FSD(监督版)”(Full Self-Driving, Supervised)软件至少存在 80 起违反交通规则的案例,包括闯红灯和驶入错误车道。NHTSA 在信函中表示,已收到 62 份来自特斯拉车主的投诉、14 份由特斯拉自行提交的报告,以及 4 篇媒体报道,均描述了该软件可能存在的违规行为。这一数字较今年 10 月该机构启动调查时所引用的约 50 起违规事件有所上升。根据信函内容,NHTSA 下属的缺陷调查办公室(ODI)正在调查特斯拉的驾驶辅助软件是否能够“准确检测交通信号灯、标志和车道标线并做出适当反应”。此外,ODI 还在评估该软件在上述情况下是否向驾驶员提供了充分的警示。特斯拉须于 2026 年 1 月 19 日前提交相关回应。值得注意的是,ODI 在今年 10 月最初通报的案例中,包含多起发生在马里兰州乔帕(Joppa)某交叉路口的报告。当时特斯拉曾告知监管机构,已“采取措施解决该路口的问题”。然而,NHTSA 此次未披露新报告事件的具体地理位置。此外,特斯拉向该机构提交的文件通常经过大量删减处理。这封信函发出的同一周,特斯拉首席执行官埃隆・马斯克(Elon Musk)在社交平台 X 上发文称,FSD 最新版本将允许用户在使用驾驶辅助功能时发短信并驾驶车辆,而此类行为在全美几乎所有州均属违法行为。截至目前,NHTSA 尚未就马斯克的言论置评。此信函旨在启动 NHTSA 的证据开示程序,并详细列出了该机构向特斯拉提出的一系列信息请求。例如,NHTSA 要求特斯拉提供搭载 FSD 功能的车辆总数,以及该软件被启用的频率。ODI 还要求特斯拉交出其收到的所有与 FSD 上述特定问题相关的客户投诉,包括来自车队运营商的反馈,以及任何相关诉讼或第三方仲裁程序中的材料。据IT之家了解,这是 NHTSA 针对特斯拉 FSD 软件发起的第二项调查。2024 年 10 月,该机构已启动另一项调查,重点审查 FSD 在雾天或强光等低能见度条件下的应对表现。","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507687299604528,"gmtCreate":1764922650448,"gmtModify":1764922653147,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","listText":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","text":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507687299604528","repostId":"1199256118","repostType":2,"repost":{"id":"1199256118","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":1764891577,"share":"https://www.laohu8.com/m/news/1199256118?lang=zh_CN&edition=full","pubTime":"2025-12-05 07:39","market":"us","language":"zh","title":"为什么Snowflake业绩“超预期”,股价却大跌?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199256118","media":"老虎资讯综合","summary":"Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。因此,Snowflake 股票周四收跌 11.4%。市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。","content":"<html><head></head><body><p>Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b77e299fa5d9b83ae5663ca8f8e04f34\" tg-width=\"560\" tg-height=\"240\"/></p><p>从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。</p><p>然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”</p><p>此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。</p><p>市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。</p><p>“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。</p><p>Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。</p><p>Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。</p><p>这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。</p><p>“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。</p><p>除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。</p><p>Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。</p><p>但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”</p><p>随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。</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>为什么Snowflake业绩“超预期”,股价却大跌?</title>\n<style 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}\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为什么Snowflake业绩“超预期”,股价却大跌?\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\">2025-12-05 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b77e299fa5d9b83ae5663ca8f8e04f34\" tg-width=\"560\" tg-height=\"240\"/></p><p>从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。</p><p>然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”</p><p>此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。</p><p>市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。</p><p>“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。</p><p>Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。</p><p>Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。</p><p>这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。</p><p>“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。</p><p>除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。</p><p>Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。</p><p>但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”</p><p>随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a3cae9ecd783ad8176c94620c9a1cb55","relate_stocks":{"SNOW":"Snowflake"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199256118","content_text":"Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。","news_type":1,"symbols_score_info":{"SNOW":2}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507565522354584,"gmtCreate":1764900977860,"gmtModify":1764900980538,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"重心在畜牧业能弄好机器人吗[开心] ","listText":"重心在畜牧业能弄好机器人吗[开心] ","text":"重心在畜牧业能弄好机器人吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507565522354584","repostId":"2588304118","repostType":2,"repost":{"id":"2588304118","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1764768630,"share":"https://www.laohu8.com/m/news/2588304118?lang=zh_CN&edition=full","pubTime":"2025-12-03 21:30","market":"sh","language":"zh","title":"特斯拉(TSLA)发布片段 展示机器人Optimus跑步","url":"https://stock-news.laohu8.com/highlight/detail?id=2588304118","media":"金吾财讯","summary":"金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。</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(TSLA)发布片段 展示机器人Optimus跑步</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(TSLA)发布片段 展示机器人Optimus跑步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-12-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","relate_stocks":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4598":"佩洛西持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND 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INC"},"source_url":"295022","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588304118","content_text":"金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507580254515496,"gmtCreate":1764900789080,"gmtModify":1764900791960,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"Replying to <a 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","listText":"稳定的生产线都还没有一条就开始画上饼了[强] ","text":"稳定的生产线都还没有一条就开始画上饼了[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506904203616568","repostId":"2588050291","repostType":2,"repost":{"id":"2588050291","kind":"news","pubTimestamp":1764695262,"share":"https://www.laohu8.com/m/news/2588050291?lang=zh_CN&edition=full","pubTime":"2025-12-03 01:07","market":"us","language":"zh","title":"马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大","url":"https://stock-news.laohu8.com/highlight/detail?id=2588050291","media":"ITBEAR科技资讯","summary":"特斯拉首席执行官埃隆马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。</p><p>上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus大规模量产目标的核心技术支撑,若能突破将彻底改变工业制造模式。</p><p>在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。他明确表示:“既然我们创造了单数形式,复数形式就定为‘Optimi’。”这一决定随即成为科技媒体讨论的焦点,多家机构已开始采用新术语进行报道。</p><p>根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。马斯克透露,这款机器人最终年产量可能突破数亿台,创造制造业历史纪录。在2025年股东大会上,他进一步透露具体生产安排:弗里蒙特工厂初期将建设年产100万台的产线,而得州超级工厂则规划了年产能数千万台的更大规模生产线。</p><p>特斯拉宣称,Optimus将实现“有史以来所有大型复杂制造产品中最快的产能爬坡速度”。这一目标若能达成,不仅将巩固特斯拉在人工智能领域的领先地位,更可能引发全球制造业的深刻变革。目前,公司正在加速推进机器人研发测试,为大规模量产做最后准备。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 01:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY 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3xLongSG261006","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588050291","content_text":"特斯拉首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus大规模量产目标的核心技术支撑,若能突破将彻底改变工业制造模式。在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。他明确表示:“既然我们创造了单数形式,复数形式就定为‘Optimi’。”这一决定随即成为科技媒体讨论的焦点,多家机构已开始采用新术语进行报道。根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。马斯克透露,这款机器人最终年产量可能突破数亿台,创造制造业历史纪录。在2025年股东大会上,他进一步透露具体生产安排:弗里蒙特工厂初期将建设年产100万台的产线,而得州超级工厂则规划了年产能数千万台的更大规模生产线。特斯拉宣称,Optimus将实现“有史以来所有大型复杂制造产品中最快的产能爬坡速度”。这一目标若能达成,不仅将巩固特斯拉在人工智能领域的领先地位,更可能引发全球制造业的深刻变革。目前,公司正在加速推进机器人研发测试,为大规模量产做最后准备。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506481668375624,"gmtCreate":1764683435843,"gmtModify":1764683998306,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","listText":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","text":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506481668375624","repostId":"2588003707","repostType":2,"repost":{"id":"2588003707","kind":"live","pubTimestamp":1764676544,"share":"https://www.laohu8.com/m/news/2588003707?lang=zh_CN&edition=full","pubTime":"2025-12-02 19:55","market":"nz","language":"zh","title":"没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2588003707","media":"格隆汇","summary":"据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD","content":"<html><body><p>据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD。气的马斯克在社交媒体吐槽,“我曾经警告过他们,甚至提出授权特斯拉 FSD,但他们不想要!属实是疯了……”</p></body></html>","source":"live_gelonghui","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>没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了</title>\n<style 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FSD,但他们不想要!属实是疯了……”","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5,"UFO":0.6,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197012052838412","authorId":"4197012052838412","name":"PilotKev","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4197012052838412","idStr":"4197012052838412"},"content":"你醒你大业","text":"你醒你大业","html":"你醒你大业"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":388350320689584,"gmtCreate":1735854878766,"gmtModify":1736080203942,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v 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[开心]","images":[{"img":"https://static.tigerbbs.com/e252eda3edd97c0f0e617b6c218fa548","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/388350320689584","isVote":1,"tweetType":1,"viewCount":13640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"content":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","text":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","html":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了"},{"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"content":"这笔put亏了14700多刀吧","text":"这笔put亏了14700多刀吧","html":"这笔put亏了14700多刀吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848958347,"gmtCreate":1635955907637,"gmtModify":1635957311381,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","text":"$特斯拉(TSLA)$ 舒服了,终于开始连续下行","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/848958347","isVote":1,"tweetType":1,"viewCount":10148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"回调空间有限","text":"回调空间有限","html":"回调空间有限"},{"author":{"id":"290453790419835","authorId":"290453790419835","name":"财富888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"290453790419835","authorIdStr":"290453790419835"},"content":"继续等你的950嘛","text":"继续等你的950嘛","html":"继续等你的950嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482284250611784,"gmtCreate":1758774145252,"gmtModify":1758774147446,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","listText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","text":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","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":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出:</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。</strong>相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善,Spak在报告最后仍强调:</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></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>高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示:“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出:“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善,Spak在报告最后仍强调:“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4200747074916302","authorIdStr":"4200747074916302"},"content":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","text":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","html":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409615494414632,"gmtCreate":1741013693712,"gmtModify":1741019403619,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","text":"$特斯拉(TSLA)$ 精彩的拉高出货,准备好继续向下了吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":3,"link":"https://laohu8.com/post/409615494414632","isVote":1,"tweetType":1,"viewCount":7035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509488235420383","authorId":"3509488235420383","name":"云游四方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3509488235420383","authorIdStr":"3509488235420383"},"content":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。","text":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。","html":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。"},{"author":{"id":"4193543537218652","authorId":"4193543537218652","name":"yoyonono","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4193543537218652","authorIdStr":"4193543537218652"},"content":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?","text":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?","html":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317753425187072,"gmtCreate":1718615571032,"gmtModify":1718636404307,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","text":"$特斯拉(TSLA)$ 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/317753425187072","isVote":1,"tweetType":1,"viewCount":6561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","text":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","html":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]"},{"author":{"id":"3435432557835819","authorId":"3435432557835819","name":"Nirvana2000","avatar":"https://static.laohu8.com/5dee3b809b7f81bc4f31e9b05c31b392","crmLevel":1,"crmLevelSwitch":1,"idStr":"3435432557835819","authorIdStr":"3435432557835819"},"content":"我看这位大姐天天上来喊空都觉得累","text":"我看这位大姐天天上来喊空都觉得累","html":"我看这位大姐天天上来喊空都觉得累"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383651390804456,"gmtCreate":1734706175345,"gmtModify":1734744003070,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","listText":"<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","text":"$特斯拉(TSLA)$ 哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":22,"repostSize":4,"link":"https://laohu8.com/post/383651390804456","isVote":1,"tweetType":1,"viewCount":6139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师","text":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师","html":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师"},{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"别再出来乱说了,基本的东西都不会判断,误人不浅","text":"别再出来乱说了,基本的东西都不会判断,误人不浅","html":"别再出来乱说了,基本的东西都不会判断,误人不浅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407384084603008,"gmtCreate":1740477937218,"gmtModify":1740484203248,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","text":"$特斯拉(TSLA)$ 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","images":[{"img":"https://static.tigerbbs.com/d6e6b886730d1d43553f02ccf87b9feb","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":23,"repostSize":2,"link":"https://laohu8.com/post/407384084603008","isVote":1,"tweetType":1,"viewCount":26993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195272735879932","authorId":"4195272735879932","name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","crmLevel":1,"crmLevelSwitch":0,"idStr":"4195272735879932","authorIdStr":"4195272735879932"},"content":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","text":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","html":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 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21:03","market":"us","language":"zh","title":"特斯拉第三季度交付量497099辆,市场预估439612辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1111891751","media":"老虎资讯综合","summary":"第三季度产量447450辆,市场预测450313辆。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </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>特斯拉第三季度交付量497099辆,市场预估439612辆</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{ 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111891751","content_text":"特斯拉 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。特斯拉第三季度产量447450辆,市场预测450313辆。第三季度MODEL 3/Y交付量481166辆,预测424828辆。第三季度车型3/Y产量435826辆,预测426714辆。同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546100370960848","authorId":"3546100370960848","name":"掉毛野山鸡","avatar":"https://static.tigerbbs.com/026214f0252f4151f49345625ba272b2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3546100370960848","authorIdStr":"3546100370960848"},"content":"呐上你仅有的身家,做空邪教头子。光喊没用的。","text":"呐上你仅有的身家,做空邪教头子。光喊没用的。","html":"呐上你仅有的身家,做空邪教头子。光喊没用的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419620908114128,"gmtCreate":1743478248312,"gmtModify":1743503405451,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","text":"$特斯拉(TSLA)$ 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/419620908114128","isVote":1,"tweetType":1,"viewCount":5051,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"content":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","text":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","html":"确实是这样,但是现在确实不能证明他已经改变出颓势了。"},{"author":{"id":"3551645374105058","authorId":"3551645374105058","name":"虎虎生威200505","avatar":"https://static.tigerbbs.com/d6bca79599b137d8e146738a6225719a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3551645374105058","authorIdStr":"3551645374105058"},"content":"胡说八道还得是你 [弱] [弱] [弱]","text":"胡说八道还得是你 [弱] [弱] [弱]","html":"胡说八道还得是你 [弱] [弱] [弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488651040731424,"gmtCreate":1760326501873,"gmtModify":1760326504222,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","listText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","text":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/488651040731424","repostId":"2575441202","repostType":2,"repost":{"id":"2575441202","kind":"news","pubTimestamp":1760316180,"share":"https://www.laohu8.com/m/news/2575441202?lang=zh_CN&edition=full","pubTime":"2025-10-13 08:43","market":"us","language":"zh","title":"马斯克回应特斯拉FSD V14自动泊车","url":"https://stock-news.laohu8.com/highlight/detail?id=2575441202","media":"车质网","summary":"据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”","content":"<html><body><article><p>据IT之家消息,近期有人发布了一段视频,展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在升级FSDV14.1版本后的自动泊车表现。</p><p>据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。</p><p>针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克回应特斯拉FSD V14自动泊车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 08:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UFO":"Procure Space ETF","TSLA":"特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4555":"新能源车","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","DXYZ":"Destiny Tech100 Inc","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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