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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
11-05 23:20
$美光科技(MU)$
跌多少都收回来超级狂热模式
畜牧教主马斯克
11-05 23:18
$特斯拉(TSLA)$
进博会的机器人怎么就不秀功夫了?需要秀的时候不秀[开心] 只能活在视频和ppt里,明天开始马圣的畜牧业检测。
畜牧教主马斯克
11-05 13:53
马圣怒宰印度人,除了up主和土豪们谁买都得多付高于一倍的智商税。
销量惨淡!特斯拉印度负责人被撤换!
畜牧教主马斯克
11-05 08:46
不管你投不投,宗教公司不通过是不可能的。
Counterpoint Global:将投票支持特斯拉提出的马斯克薪酬方案
畜牧教主马斯克
11-05 07:24
x是一个接一个不断的,能变现的东西是一个也拿不出来[开心]
马斯克:AI5芯片样品2026年推出
畜牧教主马斯克
11-04 15:52
宗教公司的这次投票行动就是纯作秀博眼球,畜牧业这一块马圣是无人可以超越的当代真神。
特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对
畜牧教主马斯克
11-04 09:11
极致的丑,恶劣天气就出不了门的车也敢叫无人驾驶
2025进博会外资车企齐到场,特斯拉Cybercap亚洲首次亮相
畜牧教主马斯克
11-02
宗教的作秀之战
马斯克的命运之战,还有5天揭晓答案
畜牧教主马斯克
11-01
不如直接喊12000好了,800是看不起马圣画饼的能力吗?下周的剧情已经想好了,展出效果不错,量产阶段继续延期[得意] 自动驾驶?恶劣天气都用不了怎么叫自动驾驶呢[你懂的]
美股异动 | 特斯拉(TSLA.US)涨近4% 摩根士丹利大幅上调目标价至800美元
畜牧教主马斯克
10-31
$Stride(LRN)$
等转灯再买也不迟,情绪不看价值。
畜牧教主马斯克
10-31
开局就万亿?有点离谱,马圣要气死了要离开这家公司
畜牧教主马斯克
10-31
谷歌,亚马逊,英伟达强者恒强。吊车尾特斯拉2026年继续看各种计划都延期
畜牧教主马斯克
10-31
宗教股如果投票被否那就不是宗教股,通过率100%,一堆信徒就等着给马圣上供毫无悬念,这种缺乏监管薪酬逆天的公司行动,只能期待以后法院继续发力了。就算目标没实现,公司也有一万种方法给马圣发钱发股票。
如果马斯克的“万亿薪酬”被否,特斯拉立刻跌超10%?
畜牧教主马斯克
10-31
吹牛不要钱怎么离谱怎么来[开心] 至于什么时候出?那就不关他的事情了
马斯克大胆设想:特斯拉汽车若“感觉无聊”可以加入“超算”车队,总算力或达 100 吉瓦
畜牧教主马斯克
10-31
$甲骨文(ORCL)$
隔壁特能吹比你过分多了市值也比你高跌得比你少多了,有一个能被人放在神坛上顶礼膜拜的教主是多么重要[开心]
畜牧教主马斯克
10-31
傻子才信能光速铺开,感觉给马圣上供吧,不然他就跑了
美股异动 | 特斯拉跌近4%,消息称无人驾驶出租车计划仍面临障碍
畜牧教主马斯克
10-30
$PayPal(PYPL)$
低估值陷阱,永远在60-80的范围[微笑] 建议学学隔壁马圣画一个新饼出来再慢慢推迟
畜牧教主马斯克
10-30
只要业绩扎实四万亿迟早的,谷歌亚马逊meta都很近,不像某个混进mag7业绩拿不出手只能靠宏图ppt画饼,实际需要量产的时候就各种延期[你懂的]
畜牧教主马斯克
10-30
肯定通过的,宗教的标志就是马圣。树倒猢狲散,马圣走了特斯拉怎么维持这么高的估值,机器人和fsd都是烟雾弹真正的核心就是马圣的嘴巴[你懂的] 包通过的,公不公平只有内部人自己知道反正也没有监管[哟哟]
马斯克万亿薪酬方案遇阻!特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票
畜牧教主马斯克
10-30
宗教股速度给教主上供喂饱教主先别演戏了
马斯克万亿美元薪酬案投票临近,特斯拉称已备“内部接班人”
去老虎APP查看更多动态
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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销量惨淡!特斯拉印度负责人被撤换!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 08:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105084619a48903c1&s=b><strong>电动知家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动知家消息,11月4日,据彭博社报道,特斯拉在印度销量惨淡,目前正在调整其市场战略,并任命了新的印度负责人。报道援引知情人士消息称,特斯拉已聘请兰博基尼印度公司前负责人Sharad Agarwal负责印度当地业务。Agarwal 将在本周上任,任务是重振特斯拉印度市场推进计划。据路透社今年9月报道,自7月中旬在印度启动销售以来,特斯拉印度已接到超过 600 辆汽车的订单,这一数字未达到该公司自身...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105084619a48903c1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105084619a48903c1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581794715","content_text":"电动知家消息,11月4日,据彭博社报道,特斯拉在印度销量惨淡,目前正在调整其市场战略,并任命了新的印度负责人。报道援引知情人士消息称,特斯拉已聘请兰博基尼印度公司前负责人Sharad Agarwal负责印度当地业务。Agarwal 将在本周上任,任务是重振特斯拉印度市场推进计划。据路透社今年9月报道,自7月中旬在印度启动销售以来,特斯拉印度已接到超过 600 辆汽车的订单,这一数字未达到该公司自身的预期。知情人士还称,聘请 Agarwal 是特斯拉为印度制定更具本土化战略的一部分。特斯拉在印度的首家展厅于今年 7 月开业,标志着该公司正式进入印度市场。同时,特斯拉也公布了 Model Y 在印度的售价,其中后轮驱动版为 598.9 万卢比(约合 48 万元人民币),长续航后轮驱动版 678.9 万卢比(约合 54.4 万元人民币)。作为对比,焕新 Model Y 后轮驱动版在中国的售价为 26.35 万元人民币,长续航全轮驱动版售价为 31.35 万元人民币。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496766320378656,"gmtCreate":1762303616912,"gmtModify":1762303619334,"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":[],"title":"","htmlText":"不管你投不投,宗教公司不通过是不可能的。","listText":"不管你投不投,宗教公司不通过是不可能的。","text":"不管你投不投,宗教公司不通过是不可能的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496766320378656","repostId":"2581799040","repostType":2,"repost":{"id":"2581799040","kind":"news","pubTimestamp":1762300866,"share":"https://www.laohu8.com/m/news/2581799040?lang=&edition=full","pubTime":"2025-11-05 08:01","market":"us","language":"zh","title":"Counterpoint Global:将投票支持特斯拉提出的马斯克薪酬方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2581799040","media":"蓝鲸财经","summary":"《科创板日报》5日讯,Counterpoint Global发文称,将投票支持特斯拉提出的马斯克绩效薪酬方案。有了马斯克的加入,特斯拉的未来依然一片光明,因为它在移动出行、能源和机器人领域拥有巨大的发展机遇。让马斯克在带领公司迈向宏伟未来的过程中,与公司利益紧密挂钩,符合特斯拉及其股东的最佳利益。","content":"<html><body><article><p>《科创板日报》5日讯,Counterpoint Global发文称,将投票支持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>提出的马斯克绩效薪酬方案。有了马斯克的加入,特斯拉的未来依然一片光明,因为它在移动出行、能源和机器人领域拥有巨大的发展机遇。让马斯克在带领公司迈向宏伟未来的过程中,与公司利益紧密挂钩,符合特斯拉及其股东的最佳利益。</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>Counterpoint 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110508031194ef9074&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth 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Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110508031194ef9074&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581799040","content_text":"《科创板日报》5日讯,Counterpoint Global发文称,将投票支持特斯拉提出的马斯克绩效薪酬方案。有了马斯克的加入,特斯拉的未来依然一片光明,因为它在移动出行、能源和机器人领域拥有巨大的发展机遇。让马斯克在带领公司迈向宏伟未来的过程中,与公司利益紧密挂钩,符合特斯拉及其股东的最佳利益。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"DXYZ":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496744964653168,"gmtCreate":1762298649259,"gmtModify":1762298651541,"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":[],"title":"","htmlText":"x是一个接一个不断的,能变现的东西是一个也拿不出来[开心] ","listText":"x是一个接一个不断的,能变现的东西是一个也拿不出来[开心] ","text":"x是一个接一个不断的,能变现的东西是一个也拿不出来[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496744964653168","repostId":"2581765351","repostType":2,"repost":{"id":"2581765351","kind":"news","pubTimestamp":1762285562,"share":"https://www.laohu8.com/m/news/2581765351?lang=&edition=full","pubTime":"2025-11-05 03:46","market":"us","language":"zh","title":"马斯克:AI5芯片样品2026年推出","url":"https://stock-news.laohu8.com/highlight/detail?id=2581765351","media":"DoNews","summary":"2025年11月5日,特斯拉CEO马斯克宣布,公司新一代AI5芯片样品预计将于2026年面世,计划于2027年实现量产。该芯片旨在提升人工智能计算能力,支持特斯拉在自动驾驶与AI领域的进一步发展。马斯克同时透露,后续的AI6芯片将采用相同晶圆厂工艺,性能预计将提升约两倍,强化未来产品竞争力。","content":"<html><body><article><p>2025年11月5日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克宣布,公司新一代AI5芯片样品预计将于2026年面世,计划于2027年实现量产。该芯片旨在提升人工智能计算能力,支持特斯拉在自动驾驶与AI领域的进一步发展。马斯克同时透露,后续的AI6芯片将采用相同晶圆厂工艺,性能预计将提升约两倍,强化未来产品竞争力。</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 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:AI5芯片样品2026年推出</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马斯克:AI5芯片样品2026年推出\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 03:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105034713a6e12b5c&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年11月5日,特斯拉CEO马斯克宣布,公司新一代AI5芯片样品预计将于2026年面世,计划于2027年实现量产。该芯片旨在提升人工智能计算能力,支持特斯拉在自动驾驶与AI领域的进一步发展。马斯克同时透露,后续的AI6芯片将采用相同晶圆厂工艺,性能预计将提升约两倍,强化未来产品竞争力。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105034713a6e12b5c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSLA":"特斯拉","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSYW.SI":"TESLA 3xLongSG261006","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" 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15:21","market":"us","language":"zh","title":"特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818375","media":"智通财经网","summary":"成为首个对该方案做出决定的主要投资者。","content":"<html><head></head><body><p>作为 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。</p><p style=\"text-align: justify;\">由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”</p><p style=\"text-align: justify;\">据悉,挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准,但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时,又重新为马斯克设计了新的奖励方案。</p><p style=\"text-align: justify;\">此外,该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI,并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。</p><p style=\"text-align: justify;\">该基金在解释反对两位董事连任的投票理由时写道:“当董事会未能以股东的最佳利益为导向行事时,股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因,也未解释支持杰比亚连任的理由。</p><p style=\"text-align: justify;\"><strong>特斯拉股东大会召开在即</strong></p><p style=\"text-align: justify;\">特斯拉将于美东时间11月6日召开年度股东大会,届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示,如果马斯克实现一系列业绩目标,他将获得最高达1万亿美元的股票奖励。这些目标包括:特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi),以及将调整后盈利从2024年的166亿美元提高至4000亿美元。</p><p style=\"text-align: justify;\">若获通过,这将成为企业史上规模最大的薪酬方案。此外,如果该薪酬方案获通过,马斯克在特斯拉的持股比例将从13%提升至近29%,这将赋予他更大的控制权。</p><p style=\"text-align: justify;\">不过,这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票,理由是该方案规模过于庞大且缺乏有效约束机制。</p><p style=\"text-align: justify;\">与此同时,特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称,如果马斯克的1万亿美元薪酬方案未获批准,这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案,并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示,这一基于业绩的薪酬方案旨在留住并激励马斯克,让他在未来至少再领导特斯拉七年半。</p><p style=\"text-align: justify;\">丹霍姆指出,随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者,马斯克的角色尤为关键。她补充称,马斯克的领导对特斯拉的成功“至关重要”,并警告如果没有一个能有效激励马斯克的计划,公司可能会失去他的“时间、才华与远见”。</p><p style=\"text-align: justify;\">丹霍姆还表示:“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力,以防止AI相关的坏事发生。因此,这次薪酬方案的核心并非金钱,而是投票权的影响力。”</p><p style=\"text-align: justify;\">值得一提的是,特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评,并被指未能充分维护股东利益,而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候,特拉华州法院撤销了马斯克2018年的薪酬协议,裁定该协议授予不当,且谈判过程由缺乏独立性的董事主导。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对</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特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 15:21 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1365160.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1365160.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1365160.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1145818375","content_text":"作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”据悉,挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准,但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时,又重新为马斯克设计了新的奖励方案。此外,该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI,并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。该基金在解释反对两位董事连任的投票理由时写道:“当董事会未能以股东的最佳利益为导向行事时,股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因,也未解释支持杰比亚连任的理由。特斯拉股东大会召开在即特斯拉将于美东时间11月6日召开年度股东大会,届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示,如果马斯克实现一系列业绩目标,他将获得最高达1万亿美元的股票奖励。这些目标包括:特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi),以及将调整后盈利从2024年的166亿美元提高至4000亿美元。若获通过,这将成为企业史上规模最大的薪酬方案。此外,如果该薪酬方案获通过,马斯克在特斯拉的持股比例将从13%提升至近29%,这将赋予他更大的控制权。不过,这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票,理由是该方案规模过于庞大且缺乏有效约束机制。与此同时,特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称,如果马斯克的1万亿美元薪酬方案未获批准,这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案,并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示,这一基于业绩的薪酬方案旨在留住并激励马斯克,让他在未来至少再领导特斯拉七年半。丹霍姆指出,随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者,马斯克的角色尤为关键。她补充称,马斯克的领导对特斯拉的成功“至关重要”,并警告如果没有一个能有效激励马斯克的计划,公司可能会失去他的“时间、才华与远见”。丹霍姆还表示:“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力,以防止AI相关的坏事发生。因此,这次薪酬方案的核心并非金钱,而是投票权的影响力。”值得一提的是,特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评,并被指未能充分维护股东利益,而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候,特拉华州法院撤销了马斯克2018年的薪酬协议,裁定该协议授予不当,且谈判过程由缺乏独立性的董事主导。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496416190321480,"gmtCreate":1762218714919,"gmtModify":1762218717330,"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":[],"title":"","htmlText":"极致的丑,恶劣天气就出不了门的车也敢叫无人驾驶","listText":"极致的丑,恶劣天气就出不了门的车也敢叫无人驾驶","text":"极致的丑,恶劣天气就出不了门的车也敢叫无人驾驶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496416190321480","repostId":"2580245822","repostType":2,"repost":{"id":"2580245822","kind":"news","pubTimestamp":1762210203,"share":"https://www.laohu8.com/m/news/2580245822?lang=&edition=full","pubTime":"2025-11-04 06:50","market":"us","language":"zh","title":"2025进博会外资车企齐到场,特斯拉Cybercap亚洲首次亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2580245822","media":"上观新闻","summary":"2025年进博会即将开幕。往年,进博会汽车展区一直是全球头部整车品牌和汽车零部件企业的聚集地。在开展之前,特斯拉将带来Cybercap亚洲首秀的消息就在网络上引起关注。特斯拉Cybercap亚洲首展。大众汽车将进博会作为下半年的“车展”舞台,携大众汽车、奥迪旗下四环及AUDI双品牌,以及保时捷品牌联袂亮相进博会,带来八款车型。保时捷隶属于大众汽车品牌,其新款911 Turbo S也将在进博会上迎来亚洲首秀。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251104065120015d2016mz081djnn7\"/><p>2025年进博会即将开幕。往年,进博会汽车展区一直是全球头部整车品牌和汽车零部件企业的聚集地。今年,记者提前探馆进博会,发现汽车展区已改名为汽车及智慧出行展区,除了汽车工业板块,还将展示汽车未来和汽车文化内容。</p><p>汽车工业板块依旧汇聚了一批汽车整车和汽车零部件企业,包括丰田、梅赛德斯—奔驰、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、宝马、保时捷、大众、本田、现代、<a href=\"https://laohu8.com/S/F\">福特</a>、奥迪等12家全球知名外资车企。</p><p>在开展之前,特斯拉将带来Cybercap亚洲首秀的消息就在网络上引起关注。这是一款特斯拉于2024年底发布的无人驾驶出租车,没有方向盘、没有踏板,专门为全自动驾驶打造。从外观上看,这款车身造型动感简洁,风阻与能耗极低;车身呈现金黄色,直接使用预着色的材料制作车身表面部件,无需涂装;车轮毂采用全封闭设计,外观科幻感拉满。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104065127953d201q46dvqy5rmq\"/><p>特斯拉Cybercap亚洲首展。</p><p>据现场工作人员介绍,这款无人驾驶出租车取消了传统充电接口,引入无线感应充电技术,车辆停放在相应充电位即可充电。这款无人出租车还未实际量产,此前仅在欧美市场进行展车展示。根据早前消息,这款车型将在2026年内量产落地,并将成本控制在3万美元以内。</p><p>大众汽车将进博会作为下半年的“车展”舞台,携大众汽车、奥迪旗下<a href=\"https://laohu8.com/S/000518\">四环</a>及AUDI双品牌,以及保时捷品牌联袂亮相进博会,带来八款车型。其中包括五款电动化车型,如ID. AURA、ID. EVO、ID. ERA、奥迪 E5 Sportback、奥迪A6L e-tron等。另外,大众汽车还有三款智能网联汽车概念车型亮相展会,其量产版本将于2026年起陆续推向市场。</p><p>保时捷隶属于大众汽车品牌,其新款911 Turbo S也将在进博会上迎来亚洲首秀。新款911 Turbo S搭载创新双电动涡轮动力系统T-Hybrid技术,具有523kW(711 PS)的强劲四驱动力,最高车速可达322公里/小时,以7分03.92秒的成绩刷新纽伯格林北环赛道圈速纪录,较前代提升近14秒。</p><p>丰田带来了一系列智能化纯电动产品,如bZ5、铂智3X、铂智7,其中铂智7是丰田首款搭载鸿蒙座舱的D级轿车,也是丰田本土化的关键产品。雷克萨斯将带来两款热门车型,包括长期稳居进口豪华车销量“冠军”的ES,以及全新一代GX OVERTRAIL版越野SUV,满足中国消费者多样化的市场需求。此外,由丰田携手<a href=\"https://laohu8.com/S/01208\">中国五矿</a>共同研发的Sweep能量柜i-eSCube也将在进博会上全球首发。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104065140413d201v6tospxniuw\"/><p>丰田正在布置进博会展台。</p><p>米其林将首次在华展出采用FCG复合涂层面料打造的刚性充气艇和浩悦5E轮胎。浩悦5 energy是一款面向<a href=\"https://laohu8.com/S/00166\">新时代</a>出行需求的高性能轮胎,采用低滚阻胎面胶料与特别优化的胎体结构,可有效降低能量消耗、提升车辆续航里程,并在行驶过程中实现动态紧密贴合路面,增强抓地力,确保安全。</p><p>全球百强汽车零部件供应商伟巴斯特本次展品有全球首发的超大双开启全景天窗系统、采用全织物设计的折叠车顶,以及带来沉浸娱乐体验的车顶影院系统。伟巴斯特也是连续八年参展进博会的汽车零部件企业,今年还特别举办“绿色出行环保公益杯·视觉艺术创意作品大赛”作品的陈列展示活动及艺术沙龙,旨在提升公众对绿色出行、环保低碳和可持续发展的关注。</p><p>汽车未来板块聚焦智慧出行与低空飞行,将展出自动驾驶、eVTOL 等成果,有5家知名低空企业将携多架eVOTL(电动垂直起降飞行器)亮相,形成差异化亮点。天翎科境外展团全球首发世界上第一款全倾转涵道翼构型设计的可垂直起降的“空中专车”INFLYNC L600。这是一架可以垂直起降的空中专车,最大航程600km,最高巡航速度360公里/每小时,可搭载1名驾驶员和5名乘客,单次充电多次起降,支持多样化的出行需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104065142946d2010fxvnb16yh1\"/><p>汽车未来板块,多家低空企业带来eVTOL展品。</p><p>同时,本届进博会依然设置了汽车文化板块,将在“国际汽车文化展示区”集中展示11台兼具高价值及历史意义的老爷车。</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>2025进博会外资车企齐到场,特斯拉Cybercap亚洲首次亮相</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\">\n2025进博会外资车企齐到场,特斯拉Cybercap亚洲首次亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 06:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511040651439751e8f8&s=b><strong>上观新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年进博会即将开幕。往年,进博会汽车展区一直是全球头部整车品牌和汽车零部件企业的聚集地。今年,记者提前探馆进博会,发现汽车展区已改名为汽车及智慧出行展区,除了汽车工业板块,还将展示汽车未来和汽车文化内容。汽车工业板块依旧汇聚了一批汽车整车和汽车零部件企业,包括丰田、梅赛德斯—奔驰、特斯拉、宝马、保时捷、大众、本田、现代、福特、奥迪等12家全球知名外资车企。在开展之前,特斯拉将带来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511040651439751e8f8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4099":"汽车制造商","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSYW.SI":"TESLA 3xLongSG261006","BK4585":"ETF&股票定投概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4555":"新能源车","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511040651439751e8f8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2580245822","content_text":"2025年进博会即将开幕。往年,进博会汽车展区一直是全球头部整车品牌和汽车零部件企业的聚集地。今年,记者提前探馆进博会,发现汽车展区已改名为汽车及智慧出行展区,除了汽车工业板块,还将展示汽车未来和汽车文化内容。汽车工业板块依旧汇聚了一批汽车整车和汽车零部件企业,包括丰田、梅赛德斯—奔驰、特斯拉、宝马、保时捷、大众、本田、现代、福特、奥迪等12家全球知名外资车企。在开展之前,特斯拉将带来Cybercap亚洲首秀的消息就在网络上引起关注。这是一款特斯拉于2024年底发布的无人驾驶出租车,没有方向盘、没有踏板,专门为全自动驾驶打造。从外观上看,这款车身造型动感简洁,风阻与能耗极低;车身呈现金黄色,直接使用预着色的材料制作车身表面部件,无需涂装;车轮毂采用全封闭设计,外观科幻感拉满。特斯拉Cybercap亚洲首展。据现场工作人员介绍,这款无人驾驶出租车取消了传统充电接口,引入无线感应充电技术,车辆停放在相应充电位即可充电。这款无人出租车还未实际量产,此前仅在欧美市场进行展车展示。根据早前消息,这款车型将在2026年内量产落地,并将成本控制在3万美元以内。大众汽车将进博会作为下半年的“车展”舞台,携大众汽车、奥迪旗下四环及AUDI双品牌,以及保时捷品牌联袂亮相进博会,带来八款车型。其中包括五款电动化车型,如ID. AURA、ID. EVO、ID. ERA、奥迪 E5 Sportback、奥迪A6L e-tron等。另外,大众汽车还有三款智能网联汽车概念车型亮相展会,其量产版本将于2026年起陆续推向市场。保时捷隶属于大众汽车品牌,其新款911 Turbo S也将在进博会上迎来亚洲首秀。新款911 Turbo S搭载创新双电动涡轮动力系统T-Hybrid技术,具有523kW(711 PS)的强劲四驱动力,最高车速可达322公里/小时,以7分03.92秒的成绩刷新纽伯格林北环赛道圈速纪录,较前代提升近14秒。丰田带来了一系列智能化纯电动产品,如bZ5、铂智3X、铂智7,其中铂智7是丰田首款搭载鸿蒙座舱的D级轿车,也是丰田本土化的关键产品。雷克萨斯将带来两款热门车型,包括长期稳居进口豪华车销量“冠军”的ES,以及全新一代GX OVERTRAIL版越野SUV,满足中国消费者多样化的市场需求。此外,由丰田携手中国五矿共同研发的Sweep能量柜i-eSCube也将在进博会上全球首发。丰田正在布置进博会展台。米其林将首次在华展出采用FCG复合涂层面料打造的刚性充气艇和浩悦5E轮胎。浩悦5 energy是一款面向新时代出行需求的高性能轮胎,采用低滚阻胎面胶料与特别优化的胎体结构,可有效降低能量消耗、提升车辆续航里程,并在行驶过程中实现动态紧密贴合路面,增强抓地力,确保安全。全球百强汽车零部件供应商伟巴斯特本次展品有全球首发的超大双开启全景天窗系统、采用全织物设计的折叠车顶,以及带来沉浸娱乐体验的车顶影院系统。伟巴斯特也是连续八年参展进博会的汽车零部件企业,今年还特别举办“绿色出行环保公益杯·视觉艺术创意作品大赛”作品的陈列展示活动及艺术沙龙,旨在提升公众对绿色出行、环保低碳和可持续发展的关注。汽车未来板块聚焦智慧出行与低空飞行,将展出自动驾驶、eVTOL 等成果,有5家知名低空企业将携多架eVOTL(电动垂直起降飞行器)亮相,形成差异化亮点。天翎科境外展团全球首发世界上第一款全倾转涵道翼构型设计的可垂直起降的“空中专车”INFLYNC L600。这是一架可以垂直起降的空中专车,最大航程600km,最高巡航速度360公里/每小时,可搭载1名驾驶员和5名乘客,单次充电多次起降,支持多样化的出行需求。汽车未来板块,多家低空企业带来eVTOL展品。同时,本届进博会依然设置了汽车文化板块,将在“国际汽车文化展示区”集中展示11台兼具高价值及历史意义的老爷车。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495828373062096,"gmtCreate":1762082703180,"gmtModify":1762082705519,"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":[],"title":"","htmlText":"宗教的作秀之战","listText":"宗教的作秀之战","text":"宗教的作秀之战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495828373062096","repostId":"2580447615","repostType":2,"repost":{"id":"2580447615","kind":"news","pubTimestamp":1762043423,"share":"https://www.laohu8.com/m/news/2580447615?lang=&edition=full","pubTime":"2025-11-02 08:30","market":"us","language":"zh","title":"马斯克的命运之战,还有5天揭晓答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2580447615","media":"中国企业家杂志","summary":"事件的导火索是特斯拉董事会于9月5日公布的、为马斯克量身定制的十年期激励方案。如果目标达成,马斯克将获得最高达1万亿美元的股票奖励,反之,若任何一项目标未实现,他将一无所获。这场马斯克的命运之战,究竟会如何收场?在10月23日当天,马斯克公布Optimus的量产时间推迟时,就引发了市场的担忧情绪,财报公布后,特斯拉股价在盘后交易中下跌超4%。","content":"<html><head></head><body><blockquote><p>马斯克会离开特斯拉吗?</p></blockquote><p>一场万亿赌局正在特斯拉上演。</p><p>10月27日,特斯拉董事长罗宾·德诺姆在致股东信中警告,若首席执行官埃隆·马斯克高达1万亿美元的十年期薪酬计划未获批准,马斯克可能选择离职。</p><p>事件的导火索是特斯拉董事会于9月5日公布的、为马斯克量身定制的十年期激励方案。</p><p>根据该计划,马斯克需在未来十年内完成全部12项业绩目标,包括推动特斯拉市值达到8.5万亿美元、销售1200万辆电动车、量产100万台人工智能机器人、实现100万辆自动驾驶出租车的运营、将公司调整后收益提升至4000亿美元等。<strong>如果目标达成,马斯克将获得最高达1万亿美元的股票奖励,反之,若任何一项目标未实现,他将一无所获。</strong>该方案将于11月6日提交股东大会表决。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff51ebf6c649a3b98996d0c4bebb35b2\" tg-width=\"1080\" tg-height=\"718\"/></p><p>来源:中企图库</p><p>然而,这项薪酬提案遭到机构股东服务公司ISS与Glass Lewis的联合否决。他们呼吁投资者投反对票,<strong>理由是该方案规模过于庞大且缺乏有效约束机制。</strong></p><p>面对反对,马斯克通过X发文等方式进行了反击,并在特斯拉近期的三季度财报电话会议上激烈回应道,他实在不敢相信,自己组建了一支机器人大军后,却因为ISS和Glass Lewis的愚蠢建议而被赶下台。</p><p>不过,即使该薪酬方案被股东大会通过,马斯克想要在未来十年内真正达成全部业绩目标,也面临着巨大的现实挑战。</p><p>这场马斯克的命运之战,究竟会如何收场?</p><h2 id=\"id_2349038814\">营收增长背后,利润持续承压</h2><p>10月23日,特斯拉公布2025年第三季度财报,总营收同比增长12%至281亿美元,主要得益于汽车交付量创下新高,达到49.7万辆,同比增长7%;同时,能源业务也增长迅猛,收入同比暴涨44%。</p><p>特斯拉核心业务汽车板块三季度实现营收212亿美元,同比增长6%。其在中国市场表现尤为突出,销量达到16.9万辆,环比大幅增长31%。</p><p>与营收增长形成鲜明对比的是,特斯拉三季度归属股东净利润为13.7亿美元,与去年同期的21.7亿美元相比,下降37%。</p><p>据特斯拉官方解释,利润下滑有多方面原因:销售与运营费用增加、AI及其他研发项目持续投入、部分车型固定成本分摊减少、关税上升,以及销售结构变化导致车辆平均成本提高。</p><p>具体来看,特斯拉运营费用,包括销售、一般和行政开支,以及人工智能与其他研发项目费用,同比大幅增长50%,达到34.3亿美元。</p><p>运营成本提高的同时,特斯拉主体汽车业务的毛利也有所降低。财报显示,特斯拉Model 3和Model Y的三季度交付量为48.1万辆,同比增长9%,但这两款车型已经在全球范围内进行了多次降价,“以价换量”策略进一步侵蚀了毛利空间。其他车型如Model S、Model X以及Cyber Truck,合计交付量不到1.6万辆,对营收的整体贡献微乎其微。</p><p>值得注意的是,特斯拉三季度在美国市场实现交付激增,主要由于联邦电动车税收抵免7500美元政策将于9月底到期,<strong>这刺激了当地消费者集中购车,形成了一波“抢购潮”,推动三季度交付量短期冲高。</strong>随着补贴退坡,特斯拉四季度销量可能出现回落。</p><p>在特斯拉面临利润下滑与增长可持续性挑战的同时,全球新能源汽车市场的竞争格局正在加速重塑。<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>2025年第三季度新能源汽车整体销量突破110万辆,其中纯电车型销量达58.3万辆,这也是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>自2024年第四季度起,连续第四个季度在纯电销量上领先特斯拉。</p><p>此外,作为特斯拉曾经的重要利润来源,汽车业务监管积分收入也出现严重萎缩,同比下滑44%,降至4.17亿美元。</p><p>尽管面临诸多挑战,特斯拉仍保持着强劲的现金流。三季度末,特斯拉拥有现金、现金等价物和投资416.5亿美元,环比增长13%。三季度经营现金流达到62.4亿美元,与去年同期基本持平;自由现金流为39.9亿美元,同比增长46%。充足的现金流为其持续投入研发、扩展全球产能以及应对市场波动提供了坚实的财务基础。</p><h2 id=\"id_1247916108\">未来赌注与现实挑战</h2><p>在外界看来,特斯拉早已超越传统汽车制造商的定位,成为一家以技术驱动为核心的科技企业,其破万亿美元的市值也印证了市场对这一身份的认可。</p><p>在本次财报电话会上,马斯克并未将讲述重点放在汽车业务,而是聚焦于人工智能、Robotaxi(无人驾驶出租车)和人形机器人Optimus。他强调,<strong>公司正处在将人工智能技术落地应用的“关键拐点”,但同时也下调了Optimus和Robotaxi的近期推进目标。</strong></p><p>在自动驾驶方面,马斯克宣布,到2025年底,特斯拉将在奥斯汀的部分区域取消Robotaxi车辆中的安全驾驶员,并将服务扩展至8至10个城市。这一规划较此前“覆盖50%美国人口”的目标明显收缩。此外,专为完全自动驾驶设计的、无方向盘和踏板的Cybercab,预计将于2026年第二季度开始生产。</p><p>关于Optimus,马斯克坦言,人形机器人的手部和前臂仍面临复杂的工程挑战,因此,Optimus的量产计划一再推迟,从最初设定的2024年延至2025年后,如今再度调整至2026年底,马斯克还称,未来最高年产能为100万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4129a8aec5caecaae778a4bb3fcfa09a\" tg-width=\"1080\" tg-height=\"719\"/></p><p>来源:<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Optimus社交账号截图</p><p>在马斯克看来,与汽车、电脑等已形成成熟供应链的行业不同,人形机器人目前缺乏完整的供应链体系。因此,要实现年产100万台Optimus机器人的目标,制造环节面临巨大挑战。<strong>马斯克提出的解决方案是垂直整合,深入供应链制造环节,自主设计和生产关键零部件。</strong></p><p>对此,也有业内人士在接受《中国企业家》采访时提出质疑。该人士认为,人形机器人尤其是其核心部件“灵巧手”,短期内难以成为真正的风口,当前更具潜力的方向其实是“具身智能”。人形机器人之所以受到广泛关注,很大程度上是由于马斯克在造火箭、造车领域的成功所带来的光环效应,使得公众认为他也有能力攻克这一领域。但关键区别在于:造车和造火箭本质是工程问题,而人形机器人及灵巧手的研发却涉及大量尚未突破的科学问题。简单来说,靠投入资金和人力能在较短时间内解决的属于工程问题;即便投入巨大,仍无法预判何时能突破的,属于科学问题。</p><p>特斯拉从2023年起就提出过人形机器人量产计划,但实际上,灵巧手有诸多科学挑战尚未解决,如材料性能、传感器寿命等。目前灵巧手所用传感器的平均寿命仅在10万到30万次之间,在实际无冲击的情况下,大约一个月就需更换。因目前材料的强度不足,加之灵巧手的零件微小、结构脆弱,在实验和应用中,它根本无法承受碰撞。这已超出工程优化范畴,本质上属于材料学等领域的科学问题。</p><p>上述业内人士的判断是,特斯拉此前四年未实现量产,预计2026年也难以达到规模生产水平。</p><p>如果上述预测准确,特斯拉或将面临来自投资人的压力。在10月23日当天,马斯克公布Optimus的量产时间推迟时,就引发了市场的担忧情绪,财报公布后,特斯拉股价在盘后交易中下跌超4%。</p><p>在回应有关其薪酬方案的质疑时,马斯克进一步强调,<strong>他并非单纯追求更高的经济回报,而是希望获得更多的投票控制权,以增强对公司战略方向,尤其是在人工智能和机器人业务上的影响力,从而确保这些关键业务能够按照其长期愿景坚定推进。</strong></p><p>这一表态也与特斯拉近期在Optimus人形机器人项目上遇到的挑战相呼应。</p><p>事实上,特斯拉已经完全将其未来押注在自动驾驶汽车和人形机器人上,但无论是销售1200万辆电动车、量产100万台人工智能机器人等,还是在此基础上将特斯拉市值推到8.5万亿美元,在未来十年内,每一项都意味着前所未有的挑战,其现实路径仍充满不确定性。</p></body></html>","source":"zgqyj","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马斯克的命运之战,还有5天揭晓答案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-02 08:30 北京时间 <a href=https://tech.ifeng.com/c/8nvPTdfJqad><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克会离开特斯拉吗?一场万亿赌局正在特斯拉上演。10月27日,特斯拉董事长罗宾·德诺姆在致股东信中警告,若首席执行官埃隆·马斯克高达1万亿美元的十年期薪酬计划未获批准,马斯克可能选择离职。事件的导火索是特斯拉董事会于9月5日公布的、为马斯克量身定制的十年期激励方案。根据该计划,马斯克需在未来十年内完成全部12项业绩目标,包括推动特斯拉市值达到8.5万亿美元、销售1200万辆电动车、量产100万台...</p>\n\n<a href=\"https://tech.ifeng.com/c/8nvPTdfJqad\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff51ebf6c649a3b98996d0c4bebb35b2","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://tech.ifeng.com/c/8nvPTdfJqad","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580447615","content_text":"马斯克会离开特斯拉吗?一场万亿赌局正在特斯拉上演。10月27日,特斯拉董事长罗宾·德诺姆在致股东信中警告,若首席执行官埃隆·马斯克高达1万亿美元的十年期薪酬计划未获批准,马斯克可能选择离职。事件的导火索是特斯拉董事会于9月5日公布的、为马斯克量身定制的十年期激励方案。根据该计划,马斯克需在未来十年内完成全部12项业绩目标,包括推动特斯拉市值达到8.5万亿美元、销售1200万辆电动车、量产100万台人工智能机器人、实现100万辆自动驾驶出租车的运营、将公司调整后收益提升至4000亿美元等。如果目标达成,马斯克将获得最高达1万亿美元的股票奖励,反之,若任何一项目标未实现,他将一无所获。该方案将于11月6日提交股东大会表决。来源:中企图库然而,这项薪酬提案遭到机构股东服务公司ISS与Glass Lewis的联合否决。他们呼吁投资者投反对票,理由是该方案规模过于庞大且缺乏有效约束机制。面对反对,马斯克通过X发文等方式进行了反击,并在特斯拉近期的三季度财报电话会议上激烈回应道,他实在不敢相信,自己组建了一支机器人大军后,却因为ISS和Glass Lewis的愚蠢建议而被赶下台。不过,即使该薪酬方案被股东大会通过,马斯克想要在未来十年内真正达成全部业绩目标,也面临着巨大的现实挑战。这场马斯克的命运之战,究竟会如何收场?营收增长背后,利润持续承压10月23日,特斯拉公布2025年第三季度财报,总营收同比增长12%至281亿美元,主要得益于汽车交付量创下新高,达到49.7万辆,同比增长7%;同时,能源业务也增长迅猛,收入同比暴涨44%。特斯拉核心业务汽车板块三季度实现营收212亿美元,同比增长6%。其在中国市场表现尤为突出,销量达到16.9万辆,环比大幅增长31%。与营收增长形成鲜明对比的是,特斯拉三季度归属股东净利润为13.7亿美元,与去年同期的21.7亿美元相比,下降37%。据特斯拉官方解释,利润下滑有多方面原因:销售与运营费用增加、AI及其他研发项目持续投入、部分车型固定成本分摊减少、关税上升,以及销售结构变化导致车辆平均成本提高。具体来看,特斯拉运营费用,包括销售、一般和行政开支,以及人工智能与其他研发项目费用,同比大幅增长50%,达到34.3亿美元。运营成本提高的同时,特斯拉主体汽车业务的毛利也有所降低。财报显示,特斯拉Model 3和Model Y的三季度交付量为48.1万辆,同比增长9%,但这两款车型已经在全球范围内进行了多次降价,“以价换量”策略进一步侵蚀了毛利空间。其他车型如Model S、Model X以及Cyber Truck,合计交付量不到1.6万辆,对营收的整体贡献微乎其微。值得注意的是,特斯拉三季度在美国市场实现交付激增,主要由于联邦电动车税收抵免7500美元政策将于9月底到期,这刺激了当地消费者集中购车,形成了一波“抢购潮”,推动三季度交付量短期冲高。随着补贴退坡,特斯拉四季度销量可能出现回落。在特斯拉面临利润下滑与增长可持续性挑战的同时,全球新能源汽车市场的竞争格局正在加速重塑。比亚迪2025年第三季度新能源汽车整体销量突破110万辆,其中纯电车型销量达58.3万辆,这也是比亚迪自2024年第四季度起,连续第四个季度在纯电销量上领先特斯拉。此外,作为特斯拉曾经的重要利润来源,汽车业务监管积分收入也出现严重萎缩,同比下滑44%,降至4.17亿美元。尽管面临诸多挑战,特斯拉仍保持着强劲的现金流。三季度末,特斯拉拥有现金、现金等价物和投资416.5亿美元,环比增长13%。三季度经营现金流达到62.4亿美元,与去年同期基本持平;自由现金流为39.9亿美元,同比增长46%。充足的现金流为其持续投入研发、扩展全球产能以及应对市场波动提供了坚实的财务基础。未来赌注与现实挑战在外界看来,特斯拉早已超越传统汽车制造商的定位,成为一家以技术驱动为核心的科技企业,其破万亿美元的市值也印证了市场对这一身份的认可。在本次财报电话会上,马斯克并未将讲述重点放在汽车业务,而是聚焦于人工智能、Robotaxi(无人驾驶出租车)和人形机器人Optimus。他强调,公司正处在将人工智能技术落地应用的“关键拐点”,但同时也下调了Optimus和Robotaxi的近期推进目标。在自动驾驶方面,马斯克宣布,到2025年底,特斯拉将在奥斯汀的部分区域取消Robotaxi车辆中的安全驾驶员,并将服务扩展至8至10个城市。这一规划较此前“覆盖50%美国人口”的目标明显收缩。此外,专为完全自动驾驶设计的、无方向盘和踏板的Cybercab,预计将于2026年第二季度开始生产。关于Optimus,马斯克坦言,人形机器人的手部和前臂仍面临复杂的工程挑战,因此,Optimus的量产计划一再推迟,从最初设定的2024年延至2025年后,如今再度调整至2026年底,马斯克还称,未来最高年产能为100万台。来源:Tesla Optimus社交账号截图在马斯克看来,与汽车、电脑等已形成成熟供应链的行业不同,人形机器人目前缺乏完整的供应链体系。因此,要实现年产100万台Optimus机器人的目标,制造环节面临巨大挑战。马斯克提出的解决方案是垂直整合,深入供应链制造环节,自主设计和生产关键零部件。对此,也有业内人士在接受《中国企业家》采访时提出质疑。该人士认为,人形机器人尤其是其核心部件“灵巧手”,短期内难以成为真正的风口,当前更具潜力的方向其实是“具身智能”。人形机器人之所以受到广泛关注,很大程度上是由于马斯克在造火箭、造车领域的成功所带来的光环效应,使得公众认为他也有能力攻克这一领域。但关键区别在于:造车和造火箭本质是工程问题,而人形机器人及灵巧手的研发却涉及大量尚未突破的科学问题。简单来说,靠投入资金和人力能在较短时间内解决的属于工程问题;即便投入巨大,仍无法预判何时能突破的,属于科学问题。特斯拉从2023年起就提出过人形机器人量产计划,但实际上,灵巧手有诸多科学挑战尚未解决,如材料性能、传感器寿命等。目前灵巧手所用传感器的平均寿命仅在10万到30万次之间,在实际无冲击的情况下,大约一个月就需更换。因目前材料的强度不足,加之灵巧手的零件微小、结构脆弱,在实验和应用中,它根本无法承受碰撞。这已超出工程优化范畴,本质上属于材料学等领域的科学问题。上述业内人士的判断是,特斯拉此前四年未实现量产,预计2026年也难以达到规模生产水平。如果上述预测准确,特斯拉或将面临来自投资人的压力。在10月23日当天,马斯克公布Optimus的量产时间推迟时,就引发了市场的担忧情绪,财报公布后,特斯拉股价在盘后交易中下跌超4%。在回应有关其薪酬方案的质疑时,马斯克进一步强调,他并非单纯追求更高的经济回报,而是希望获得更多的投票控制权,以增强对公司战略方向,尤其是在人工智能和机器人业务上的影响力,从而确保这些关键业务能够按照其长期愿景坚定推进。这一表态也与特斯拉近期在Optimus人形机器人项目上遇到的挑战相呼应。事实上,特斯拉已经完全将其未来押注在自动驾驶汽车和人形机器人上,但无论是销售1200万辆电动车、量产100万台人工智能机器人等,还是在此基础上将特斯拉市值推到8.5万亿美元,在未来十年内,每一项都意味着前所未有的挑战,其现实路径仍充满不确定性。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":2}},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495206476767304,"gmtCreate":1761930831755,"gmtModify":1761930834596,"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":[],"title":"","htmlText":"不如直接喊12000好了,800是看不起马圣画饼的能力吗?下周的剧情已经想好了,展出效果不错,量产阶段继续延期[得意] 自动驾驶?恶劣天气都用不了怎么叫自动驾驶呢[你懂的] ","listText":"不如直接喊12000好了,800是看不起马圣画饼的能力吗?下周的剧情已经想好了,展出效果不错,量产阶段继续延期[得意] 自动驾驶?恶劣天气都用不了怎么叫自动驾驶呢[你懂的] ","text":"不如直接喊12000好了,800是看不起马圣画饼的能力吗?下周的剧情已经想好了,展出效果不错,量产阶段继续延期[得意] 自动驾驶?恶劣天气都用不了怎么叫自动驾驶呢[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495206476767304","repostId":"2579991364","repostType":2,"repost":{"id":"2579991364","kind":"news","pubTimestamp":1761925926,"share":"https://www.laohu8.com/m/news/2579991364?lang=&edition=full","pubTime":"2025-10-31 23:52","market":"fut","language":"zh","title":"美股异动 | 特斯拉(TSLA.US)涨近4% 摩根士丹利大幅上调目标价至800美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579991364","media":"智通财经","summary":"智通财经APP获悉,周五,特斯拉(TSLA.US)涨近4%,报455.75美元。消息面上,特斯拉将于2025年11月5日在上海中国国际进口博览会上首次在亚太地区展示其Cybercab自动驾驶出租车。此前特斯拉招聘“Roadster制造工程师”,暗示下一代Roadster电动车可能进入量产阶段。摩根士丹利维持特斯拉买入评级,并将目标价从410美元上调至800美元,反映其对核心电动车业务的信心。","content":"<html><body><p>智通财经APP获悉,周五,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)涨近4%,报455.75美元。消息面上,特斯拉将于2025年11月5日在上海中国国际进口博览会上首次在亚太地区展示其Cybercab自动驾驶出租车。此前特斯拉招聘“Roadster制造工程师”,暗示下一代Roadster电动车可能进入量产阶段。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持特斯拉买入评级,并将目标价从410美元上调至800美元,反映其对核心电动车业务的信心。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://www.zhitongcaijing.com/content/detail/1364073.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,周五,特斯拉(TSLA.US)涨近4%,报455.75美元。消息面上,特斯拉将于2025年11月5日在上海中国国际进口博览会上首次在亚太地区展示其Cybercab自动驾驶出租车。此前特斯拉招聘“Roadster制造工程师”,暗示下一代Roadster电动车可能进入量产阶段。摩根士丹利维持特斯拉买入评级,并将目标价从410美元上调至800美元,反映其对核心电动车业务的信心。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1364073.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1364073.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579991364","content_text":"智通财经APP获悉,周五,特斯拉(TSLA.US)涨近4%,报455.75美元。消息面上,特斯拉将于2025年11月5日在上海中国国际进口博览会上首次在亚太地区展示其Cybercab自动驾驶出租车。此前特斯拉招聘“Roadster制造工程师”,暗示下一代Roadster电动车可能进入量产阶段。摩根士丹利维持特斯拉买入评级,并将目标价从410美元上调至800美元,反映其对核心电动车业务的信心。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495105894559864,"gmtCreate":1761906613116,"gmtModify":1761906615153,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LRN\">$Stride(LRN)$</a> 等转灯再买也不迟,情绪不看价值。","listText":"<a href=\"https://laohu8.com/S/LRN\">$Stride(LRN)$</a> 等转灯再买也不迟,情绪不看价值。","text":"$Stride(LRN)$ 等转灯再买也不迟,情绪不看价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/495105894559864","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":6,"crmLevelSwitch":0,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"content":"这个公司还有戏吗?正常应该早反弹了","text":"这个公司还有戏吗?正常应该早反弹了","html":"这个公司还有戏吗?正常应该早反弹了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495103961928128,"gmtCreate":1761906227827,"gmtModify":1761906230615,"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":"开局就万亿?有点离谱,马圣要气死了要离开这家公司","listText":"开局就万亿?有点离谱,马圣要气死了要离开这家公司","text":"开局就万亿?有点离谱,马圣要气死了要离开这家公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495103961928128","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495165012345240,"gmtCreate":1761898048858,"gmtModify":1761898051759,"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":"谷歌,亚马逊,英伟达强者恒强。吊车尾特斯拉2026年继续看各种计划都延期","listText":"谷歌,亚马逊,英伟达强者恒强。吊车尾特斯拉2026年继续看各种计划都延期","text":"谷歌,亚马逊,英伟达强者恒强。吊车尾特斯拉2026年继续看各种计划都延期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495165012345240","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495142357734088,"gmtCreate":1761893069511,"gmtModify":1761895145109,"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":[],"title":"","htmlText":"宗教股如果投票被否那就不是宗教股,通过率100%,一堆信徒就等着给马圣上供毫无悬念,这种缺乏监管薪酬逆天的公司行动,只能期待以后法院继续发力了。就算目标没实现,公司也有一万种方法给马圣发钱发股票。","listText":"宗教股如果投票被否那就不是宗教股,通过率100%,一堆信徒就等着给马圣上供毫无悬念,这种缺乏监管薪酬逆天的公司行动,只能期待以后法院继续发力了。就算目标没实现,公司也有一万种方法给马圣发钱发股票。","text":"宗教股如果投票被否那就不是宗教股,通过率100%,一堆信徒就等着给马圣上供毫无悬念,这种缺乏监管薪酬逆天的公司行动,只能期待以后法院继续发力了。就算目标没实现,公司也有一万种方法给马圣发钱发股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/495142357734088","repostId":"2579834431","repostType":2,"repost":{"id":"2579834431","kind":"news","pubTimestamp":1761893578,"share":"https://www.laohu8.com/m/news/2579834431?lang=&edition=full","pubTime":"2025-10-31 14:52","market":"hk","language":"zh","title":"如果马斯克的“万亿薪酬”被否,特斯拉立刻跌超10%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2579834431","media":"华尔街见闻","summary":"11月6日特斯拉将召开股东大会,摩根士丹利警告,若马斯克薪酬方案未获批准,特斯拉股价可能面临超10%的即时抛售,这将被市场视为对其领导力的不信任投票。方案被否还可能引发公司战略前景的不确定性,并加剧关键人才流失的风险。","content":"<html><head></head><body><blockquote><p>11月6日特斯拉将召开股东大会,摩根士丹利警告,若马斯克薪酬方案未获批准,特斯拉股价可能面临超10%的即时抛售,这将被市场视为对其领导力的不信任投票。方案被否还可能引发公司战略前景的不确定性,并加剧关键人才流失的风险。</p></blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为,如果马斯克的薪酬方案在股东大会上被否决,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价可能立即遭遇超过10%的抛售,并给公司的战略未来蒙上阴影。</p><p>据追风交易台,在资深分析师Adam Jonas于2025年10月30日发布的这份报告中,摩根士丹利对即将到来的11月6日特斯拉股东大会进行了风险预警。尽管市场普遍预期马斯克的巨额薪酬方案将获通过,但该报告为投资者揭示了“万一失败”的严重后果,堪称对一项重大尾部风险的量化分析。</p><p>截至发稿,特斯拉股价为444.71美元,今年涨幅逾15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/deb8a8dd10e32bf7dfb0153074e68340\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1423866857\">不信任投票与股价暴跌</h2><p>报告的核心论点是,薪酬方案的失败将被市场解读为对马斯克领导力的“不信任投票”,并可能立即引发资本市场的剧烈反应。摩根士丹利明确警告,这场看似简单的投票,实则是一场关乎公司未来的豪赌。</p><blockquote><p>“薪酬方案的失败可能被视为对埃隆·马斯克领导特斯拉的‘不信任投票’……股价可能立即出现抛售(可能超过10%),公司的战略前景将蒙上一层‘阴影’,使我们的熊市股价预测成为可能。‘关键人物风险’和继任问题可能被推到前台。”</p></blockquote><h2 id=\"id_3444401411\">马斯克的反制与人才流失</h2><p>除了股价的直接冲击,更深层次的危机在于马斯克本人的反应以及对公司核心竞争力的侵蚀。分析师认为,马斯克很可能重申其掌握更大控制权的要求,而公司的“人才磁场”效应也将面临严峻考验。</p><blockquote><p>“投资者应预见到,马斯克先生将重申其对于在没有获得 blocking minority(即25%)话语权的情况下,继续领导特斯拉进入军民两用机器人和通用人工智能(AGI)领域的保留意见……(方案被否)可能给公司带来严重的招聘‘挑战’。”</p></blockquote><p>据华尔街见闻此前消息,三季度特斯拉营收由前季降12%转为增12%,汽车收入近两年新高。在10月22日的第三季度财报电话会议上,首席执行官马斯克几乎没有花时间讨论汽车市场,而是将叙事重心彻底转向人工智能、自动驾驶出租车(Robotaxi)和人形机器人擎天柱Optimus,宣称公司正处于将AI带入现实世界的“关键拐点”。</p><p>摩根士丹利看来,特斯拉吸引和留住顶尖人工智能、制造和工程人才的能力,在很大程度上取决于马斯克能否继续作为公司领导层充满活力的核心,不断推动技术边界。薪酬方案的失败,无疑将动摇这一根本基础。</p></body></html>","source":"wallstreetcn_hot_news","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>如果马斯克的“万亿薪酬”被否,特斯拉立刻跌超10%?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如果马斯克的“万亿薪酬”被否,特斯拉立刻跌超10%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 14:52 北京时间 <a href=https://wallstreetcn.com/articles/3758409><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月6日特斯拉将召开股东大会,摩根士丹利警告,若马斯克薪酬方案未获批准,特斯拉股价可能面临超10%的即时抛售,这将被市场视为对其领导力的不信任投票。方案被否还可能引发公司战略前景的不确定性,并加剧关键人才流失的风险。摩根士丹利认为,如果马斯克的薪酬方案在股东大会上被否决,特斯拉股价可能立即遭遇超过10%的抛售,并给公司的战略未来蒙上阴影。据追风交易台,在资深分析师Adam Jonas于2025年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758409\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e32e1f584ad69fbdc12113d09b09b04","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3758409","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579834431","content_text":"11月6日特斯拉将召开股东大会,摩根士丹利警告,若马斯克薪酬方案未获批准,特斯拉股价可能面临超10%的即时抛售,这将被市场视为对其领导力的不信任投票。方案被否还可能引发公司战略前景的不确定性,并加剧关键人才流失的风险。摩根士丹利认为,如果马斯克的薪酬方案在股东大会上被否决,特斯拉股价可能立即遭遇超过10%的抛售,并给公司的战略未来蒙上阴影。据追风交易台,在资深分析师Adam Jonas于2025年10月30日发布的这份报告中,摩根士丹利对即将到来的11月6日特斯拉股东大会进行了风险预警。尽管市场普遍预期马斯克的巨额薪酬方案将获通过,但该报告为投资者揭示了“万一失败”的严重后果,堪称对一项重大尾部风险的量化分析。截至发稿,特斯拉股价为444.71美元,今年涨幅逾15%。不信任投票与股价暴跌报告的核心论点是,薪酬方案的失败将被市场解读为对马斯克领导力的“不信任投票”,并可能立即引发资本市场的剧烈反应。摩根士丹利明确警告,这场看似简单的投票,实则是一场关乎公司未来的豪赌。“薪酬方案的失败可能被视为对埃隆·马斯克领导特斯拉的‘不信任投票’……股价可能立即出现抛售(可能超过10%),公司的战略前景将蒙上一层‘阴影’,使我们的熊市股价预测成为可能。‘关键人物风险’和继任问题可能被推到前台。”马斯克的反制与人才流失除了股价的直接冲击,更深层次的危机在于马斯克本人的反应以及对公司核心竞争力的侵蚀。分析师认为,马斯克很可能重申其掌握更大控制权的要求,而公司的“人才磁场”效应也将面临严峻考验。“投资者应预见到,马斯克先生将重申其对于在没有获得 blocking minority(即25%)话语权的情况下,继续领导特斯拉进入军民两用机器人和通用人工智能(AGI)领域的保留意见……(方案被否)可能给公司带来严重的招聘‘挑战’。”据华尔街见闻此前消息,三季度特斯拉营收由前季降12%转为增12%,汽车收入近两年新高。在10月22日的第三季度财报电话会议上,首席执行官马斯克几乎没有花时间讨论汽车市场,而是将叙事重心彻底转向人工智能、自动驾驶出租车(Robotaxi)和人形机器人擎天柱Optimus,宣称公司正处于将AI带入现实世界的“关键拐点”。摩根士丹利看来,特斯拉吸引和留住顶尖人工智能、制造和工程人才的能力,在很大程度上取决于马斯克能否继续作为公司领导层充满活力的核心,不断推动技术边界。薪酬方案的失败,无疑将动摇这一根本基础。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"让我们期待一下十一月六号看看马圣畜牧业纯度的时候了","text":"让我们期待一下十一月六号看看马圣畜牧业纯度的时候了","html":"让我们期待一下十一月六号看看马圣畜牧业纯度的时候了"},{"author":{"id":"4195020449828700","authorId":"4195020449828700","name":"平平淡淡就是真","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4195020449828700","authorIdStr":"4195020449828700"},"content":"你就那么希望特斯拉跌吗?你到底空了多少嘛?","text":"你就那么希望特斯拉跌吗?你到底空了多少嘛?","html":"你就那么希望特斯拉跌吗?你到底空了多少嘛?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494999327761104,"gmtCreate":1761880431571,"gmtModify":1761880434071,"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":[],"title":"","htmlText":"吹牛不要钱怎么离谱怎么来[开心] 至于什么时候出?那就不关他的事情了","listText":"吹牛不要钱怎么离谱怎么来[开心] 至于什么时候出?那就不关他的事情了","text":"吹牛不要钱怎么离谱怎么来[开心] 至于什么时候出?那就不关他的事情了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494999327761104","repostId":"2579481471","repostType":2,"repost":{"id":"2579481471","kind":"news","pubTimestamp":1761877500,"share":"https://www.laohu8.com/m/news/2579481471?lang=&edition=full","pubTime":"2025-10-31 10:25","market":"us","language":"zh","title":"马斯克大胆设想:特斯拉汽车若“感觉无聊”可以加入“超算”车队,总算力或达 100 吉瓦","url":"https://stock-news.laohu8.com/highlight/detail?id=2579481471","media":"IT之家","summary":"IT之家 10 月 31 日消息,据外媒 Tom's Hardware 昨日报道,在 2025 年第三季度财报电话会上,特斯拉 CEO 埃隆马斯克提出,如果车辆“无事可做”,可以加入“一支庞大的分布式推理车队”,充分利用这些车的强大算力。马斯克预计,未来这支先进车队的计算能力甚至可能达到 100 吉瓦。马斯克表示,特斯拉有望在 24 个月内实现年产 300 万辆。除此之外,马斯克透露,团队正在研究新车型的“杀手级应用”,这些车型配备了先进的处理能力。","content":"<html><body><article><p>IT之家 10 月 31 日消息,据外媒 Tom's Hardware 昨日报道,在 2025 年第三季度财报电话会上,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> CEO 埃隆・马斯克提出,如果车辆“无事可做”,可以加入“一支庞大的分布式推理车队”,充分利用这些车的强大算力。马斯克预计,未来这支先进车队的计算能力甚至可能达到 100 吉瓦。</p><p>马斯克表示,特斯拉有望在 24 个月内实现<strong>年产 300 万辆</strong>。他补充道:“生产扩张中最重要的一步将是 Cyber Cab,计划是明年第二季度开始生产。”</p><p>除此之外,马斯克透露,团队正在研<strong>究新车型的“杀手级应用”</strong>,这些车型配备了先进的处理能力。他表示:“如果告诉消费者,这辆车已经非常智能,可以在车内全程玩手机发信息,那么<strong>任何能买得起的人都会买</strong>—— 就这么简单。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031102558662d1527mktcbekj3g\"/><p>马斯克还再次提出了“Autopilot 安全革命”。他保证:“我百分之百有信心,我们能在无人监督的情况下实现完全自动驾驶,其安全性远超人类。”</p><p>为了支撑这一信心,马斯克谈到了特斯拉 AI4 计算机(硬件 4,HW4)的能力,并指出即将推出的 AI5 性能<strong>在测试中比 AI4 高出 40 倍</strong>。这种性能提升意味着未来自动驾驶系统安全性将提高 10 倍。</p><p>借助计算能力的话题,马斯克还思考,未来系统“<strong>对汽车来说可能太聪明了</strong>”。为解决拥有“可能无聊”的汽车这一问题,他提出了一个有趣设想:利用闲置车辆的算力,将特斯拉车队变成一支庞大的分布式计算网络。“我想过,如果我们有大量可能无聊的汽车…… 完全可以打造一支庞大的分布式推理车队。”</p><p>IT之家从报道中获悉,他乐观估计,这支车队可能扩展到一亿辆,每辆车提供一千瓦的计算能力,“那就是 100 吉瓦的推理能力,同时功率和散热问题都得到解决”,马斯克在财报电话会上向金融分析师介绍道,“所以这将是一项<strong>非常可观的<span>资产</span></strong>。”</p><p>广告声明:文内含有的对外跳转链接(包括不限于超链接、二维码、口令等形式),用于传递更多信息,节省甄选时间,结果仅供参考,IT之家所有文章均包含本声明。</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>马斯克大胆设想:特斯拉汽车若“感觉无聊”可以加入“超算”车队,总算力或达 100 吉瓦</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马斯克大胆设想:特斯拉汽车若“感觉无聊”可以加入“超算”车队,总算力或达 100 吉瓦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 10:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031102603974b63e7&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 31 日消息,据外媒 Tom's Hardware 昨日报道,在 2025 年第三季度财报电话会上,特斯拉 CEO 埃隆・马斯克提出,如果车辆“无事可做”,可以加入“一支庞大的分布式推理车队”,充分利用这些车的强大算力。马斯克预计,未来这支先进车队的计算能力甚至可能达到 100 吉瓦。马斯克表示,特斯拉有望在 24 个月内实现年产 300 万辆。他补充道:“生产扩张中最重要的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031102603974b63e7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4604":"机器人概念","DXYZ":"Destiny Tech100 Inc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","TSYW.SI":"TESLA 3xLongSG261006","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) 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ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031102603974b63e7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2579481471","content_text":"IT之家 10 月 31 日消息,据外媒 Tom's Hardware 昨日报道,在 2025 年第三季度财报电话会上,特斯拉 CEO 埃隆・马斯克提出,如果车辆“无事可做”,可以加入“一支庞大的分布式推理车队”,充分利用这些车的强大算力。马斯克预计,未来这支先进车队的计算能力甚至可能达到 100 吉瓦。马斯克表示,特斯拉有望在 24 个月内实现年产 300 万辆。他补充道:“生产扩张中最重要的一步将是 Cyber Cab,计划是明年第二季度开始生产。”除此之外,马斯克透露,团队正在研究新车型的“杀手级应用”,这些车型配备了先进的处理能力。他表示:“如果告诉消费者,这辆车已经非常智能,可以在车内全程玩手机发信息,那么任何能买得起的人都会买—— 就这么简单。”马斯克还再次提出了“Autopilot 安全革命”。他保证:“我百分之百有信心,我们能在无人监督的情况下实现完全自动驾驶,其安全性远超人类。”为了支撑这一信心,马斯克谈到了特斯拉 AI4 计算机(硬件 4,HW4)的能力,并指出即将推出的 AI5 性能在测试中比 AI4 高出 40 倍。这种性能提升意味着未来自动驾驶系统安全性将提高 10 倍。借助计算能力的话题,马斯克还思考,未来系统“对汽车来说可能太聪明了”。为解决拥有“可能无聊”的汽车这一问题,他提出了一个有趣设想:利用闲置车辆的算力,将特斯拉车队变成一支庞大的分布式计算网络。“我想过,如果我们有大量可能无聊的汽车…… 完全可以打造一支庞大的分布式推理车队。”IT之家从报道中获悉,他乐观估计,这支车队可能扩展到一亿辆,每辆车提供一千瓦的计算能力,“那就是 100 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","text":"$甲骨文(ORCL)$ 隔壁特能吹比你过分多了市值也比你高跌得比你少多了,有一个能被人放在神坛上顶礼膜拜的教主是多么重要[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494849016034168","isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494834472067520,"gmtCreate":1761840225629,"gmtModify":1761840506326,"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":[],"title":"","htmlText":"傻子才信能光速铺开,感觉给马圣上供吧,不然他就跑了","listText":"傻子才信能光速铺开,感觉给马圣上供吧,不然他就跑了","text":"傻子才信能光速铺开,感觉给马圣上供吧,不然他就跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494834472067520","repostId":"1109389632","repostType":2,"repost":{"id":"1109389632","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":1761835768,"share":"https://www.laohu8.com/m/news/1109389632?lang=&edition=full","pubTime":"2025-10-30 22:49","market":"us","language":"zh","title":"美股异动 | 特斯拉跌近4%,消息称无人驾驶出租车计划仍面临障碍","url":"https://stock-news.laohu8.com/highlight/detail?id=1109389632","media":"老虎资讯综合","summary":"10月30日,$特斯拉$盘中跌近4%,消息人士称,特斯拉尚未完成在美国亚利桑那州和内华达州开始提供无人驾驶出租车服务所需的所有文书工作。此外,市场传出消息,马斯克万亿美元特斯拉薪酬方案遭美国加州公务员退休基金反对。有数据显示,Calpers持有约500万股特斯拉股票。该协议最终被特拉华州法院裁定无效,但特斯拉目前正在对此决定提出上诉。","content":"<html><head></head><body><p>10月30日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌近4%,消息人士称,特斯拉尚未完成在美国亚利桑那州和内华达州开始提供无人驾驶出租车服务所需的所有文书工作。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e111736a6505567fe5f646adffada2b\" tg-width=\"914\" tg-height=\"427\"/></p><p>此外,市场传出消息,马斯克万亿美元特斯拉薪酬方案遭美国加州公务员退休基金反对。</p><p>美国加州公务员退休系统(Calpers,美国最大的公共养老金计划)正计划投票反对马斯克1万亿美元的特斯拉公司薪酬协议,这对特斯拉公司颁发企业界最丰厚薪酬方案之一的计划造成了阻碍。</p><p style=\"text-align: justify;\">有数据显示,Calpers持有约500万股特斯拉股票。Calpers的全球股票投资总监Drew Hambly在一封邮件声明中表示:</p><blockquote><p style=\"text-align: justify;\">特斯拉提议的CEO薪酬方案比同类公司的CEO薪酬方案大了很多个数量级。该养老金计划通常会根据绩效和行业规范来衡量拟议的薪酬。这还将进一步集中单一股东的权力。</p></blockquote><p>马斯克一直在推动这项薪酬计划,希望在11月6日于奥斯汀举行的公司年度股东大会上获得批准。这位全球首富在本月的公司财报电话会议上,敦促投资者支持该计划,并批评那些反对该方案的股东咨询公司。</p><p style=\"text-align: justify;\">这份价值1万亿美元的薪酬协议是一项为期10年的计划,要求马斯克达到特定的业绩目标才能获得全部奖励。若目标达成,马斯克还可能获得更多股份,使其持股比例达到至少25%。</p><p style=\"text-align: justify;\">马斯克过去的一些薪酬方案也曾遭受质疑。去年,CalPERS首席执行官Marcie Frost表示,该养老金基金反对马斯克560亿美元的薪酬提案。CalPERS此前还反对过2018年那份价值超过500亿美元的薪酬协议。该协议最终被特拉华州法院裁定无效,但特斯拉目前正在对此决定提出上诉。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 特斯拉跌近4%,消息称无人驾驶出租车计划仍面临障碍</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美股异动 | 特斯拉跌近4%,消息称无人驾驶出租车计划仍面临障碍\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\">2025-10-30 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月30日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌近4%,消息人士称,特斯拉尚未完成在美国亚利桑那州和内华达州开始提供无人驾驶出租车服务所需的所有文书工作。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e111736a6505567fe5f646adffada2b\" tg-width=\"914\" tg-height=\"427\"/></p><p>此外,市场传出消息,马斯克万亿美元特斯拉薪酬方案遭美国加州公务员退休基金反对。</p><p>美国加州公务员退休系统(Calpers,美国最大的公共养老金计划)正计划投票反对马斯克1万亿美元的特斯拉公司薪酬协议,这对特斯拉公司颁发企业界最丰厚薪酬方案之一的计划造成了阻碍。</p><p style=\"text-align: justify;\">有数据显示,Calpers持有约500万股特斯拉股票。Calpers的全球股票投资总监Drew Hambly在一封邮件声明中表示:</p><blockquote><p style=\"text-align: justify;\">特斯拉提议的CEO薪酬方案比同类公司的CEO薪酬方案大了很多个数量级。该养老金计划通常会根据绩效和行业规范来衡量拟议的薪酬。这还将进一步集中单一股东的权力。</p></blockquote><p>马斯克一直在推动这项薪酬计划,希望在11月6日于奥斯汀举行的公司年度股东大会上获得批准。这位全球首富在本月的公司财报电话会议上,敦促投资者支持该计划,并批评那些反对该方案的股东咨询公司。</p><p style=\"text-align: justify;\">这份价值1万亿美元的薪酬协议是一项为期10年的计划,要求马斯克达到特定的业绩目标才能获得全部奖励。若目标达成,马斯克还可能获得更多股份,使其持股比例达到至少25%。</p><p style=\"text-align: justify;\">马斯克过去的一些薪酬方案也曾遭受质疑。去年,CalPERS首席执行官Marcie Frost表示,该养老金基金反对马斯克560亿美元的薪酬提案。CalPERS此前还反对过2018年那份价值超过500亿美元的薪酬协议。该协议最终被特拉华州法院裁定无效,但特斯拉目前正在对此决定提出上诉。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b098b6fd8448068c49f55fe658ecad1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109389632","content_text":"10月30日,特斯拉盘中跌近4%,消息人士称,特斯拉尚未完成在美国亚利桑那州和内华达州开始提供无人驾驶出租车服务所需的所有文书工作。此外,市场传出消息,马斯克万亿美元特斯拉薪酬方案遭美国加州公务员退休基金反对。美国加州公务员退休系统(Calpers,美国最大的公共养老金计划)正计划投票反对马斯克1万亿美元的特斯拉公司薪酬协议,这对特斯拉公司颁发企业界最丰厚薪酬方案之一的计划造成了阻碍。有数据显示,Calpers持有约500万股特斯拉股票。Calpers的全球股票投资总监Drew Hambly在一封邮件声明中表示:特斯拉提议的CEO薪酬方案比同类公司的CEO薪酬方案大了很多个数量级。该养老金计划通常会根据绩效和行业规范来衡量拟议的薪酬。这还将进一步集中单一股东的权力。马斯克一直在推动这项薪酬计划,希望在11月6日于奥斯汀举行的公司年度股东大会上获得批准。这位全球首富在本月的公司财报电话会议上,敦促投资者支持该计划,并批评那些反对该方案的股东咨询公司。这份价值1万亿美元的薪酬协议是一项为期10年的计划,要求马斯克达到特定的业绩目标才能获得全部奖励。若目标达成,马斯克还可能获得更多股份,使其持股比例达到至少25%。马斯克过去的一些薪酬方案也曾遭受质疑。去年,CalPERS首席执行官Marcie 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包通过的,公不公平只有内部人自己知道反正也没有监管[哟哟] ","listText":"肯定通过的,宗教的标志就是马圣。树倒猢狲散,马圣走了特斯拉怎么维持这么高的估值,机器人和fsd都是烟雾弹真正的核心就是马圣的嘴巴[你懂的] 包通过的,公不公平只有内部人自己知道反正也没有监管[哟哟] ","text":"肯定通过的,宗教的标志就是马圣。树倒猢狲散,马圣走了特斯拉怎么维持这么高的估值,机器人和fsd都是烟雾弹真正的核心就是马圣的嘴巴[你懂的] 包通过的,公不公平只有内部人自己知道反正也没有监管[哟哟]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494658618114184","repostId":"2579165407","repostType":2,"repost":{"id":"2579165407","kind":"news","pubTimestamp":1761794788,"share":"https://www.laohu8.com/m/news/2579165407?lang=&edition=full","pubTime":"2025-10-30 11:26","market":"fut","language":"zh","title":"马斯克万亿薪酬方案遇阻!特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票","url":"https://stock-news.laohu8.com/highlight/detail?id=2579165407","media":"智通财经","summary":"据收集的数据,加州公务员退休基金持有约 500 万股特斯拉股票。马斯克一直在推动薪酬方案的制定工作,以便在 11 月 6 日在奥斯汀举行的这家汽车制造商的年度股东大会上获得关键的股东投票通过。去年,加州公务员退休基金首席执行官Marcie Frost 表示,该养老金计划与马斯克提出的 560 亿美元薪酬方案相冲突。那项薪酬方案最终被特拉华州法院驳回,不过特斯拉正在对该裁决提起上诉。","content":"<html><body><p>智通财经APP获悉,美国最大的公共养老金计划——加州公务员退休基金(Calpers)——正计划对埃隆·马斯克与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)达成的 1 万亿美元的薪酬协议投反对票,使得这项美国企业中最高薪酬待遇的计划存在变数。据收集的数据,加州公务员退休基金持有约 500 万股特斯拉股票。</p><p>加州公务员退休基金的一位发言人通过电子邮件发表声明称:“特斯拉提出的首席执行官薪酬方案比同类公司首席执行官的薪酬方案要高出好几个数量级。而且这还会进一步将权力集中到单一股东手中。”</p><p>马斯克一直在推动薪酬方案的制定工作,以便在 11 月 6 日在奥斯汀举行的这家汽车制造商的年度股东大会上获得关键的股东投票通过。这位全球首富本月在公司的财报电话会议上力劝投资者支持该方案,并批评了那些反对该方案的股东咨询机构。</p><p>他所签署的 1 万亿美元的薪酬协议是一项为期 10 年的计划,根据该计划,马斯克需达成一定的业绩指标才能获得全额薪酬。此外,马斯克还能获得更多股票,从而使他能够拥有这家汽车制造商至少 25%的股份。</p><p>马斯克过去的薪酬方案也受到了一些质疑。去年,加州公务员退休基金首席执行官Marcie Frost 表示,该养老金计划与马斯克提出的 560 亿美元薪酬方案相冲突。该计划此前还反对了 2018 年的一项价值超过 500 亿美元的协议。那项薪酬方案最终被特拉华州法院驳回,不过特斯拉正在对该裁决提起上诉。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1362564.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,美国最大的公共养老金计划——加州公务员退休基金(Calpers)——正计划对埃隆·马斯克与特斯拉(TSLA.US)达成的 1 万亿美元的薪酬协议投反对票,使得这项美国企业中最高薪酬待遇的计划存在变数。据收集的数据,加州公务员退休基金持有约 500 万股特斯拉股票。加州公务员退休基金的一位发言人通过电子邮件发表声明称:“特斯拉提出的首席执行官薪酬方案比同类公司首席执行官的薪酬方案...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1362564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","UFO":"Procure Space ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","BK4588":"碎股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY 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ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1362564.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579165407","content_text":"智通财经APP获悉,美国最大的公共养老金计划——加州公务员退休基金(Calpers)——正计划对埃隆·马斯克与特斯拉(TSLA.US)达成的 1 万亿美元的薪酬协议投反对票,使得这项美国企业中最高薪酬待遇的计划存在变数。据收集的数据,加州公务员退休基金持有约 500 万股特斯拉股票。加州公务员退休基金的一位发言人通过电子邮件发表声明称:“特斯拉提出的首席执行官薪酬方案比同类公司首席执行官的薪酬方案要高出好几个数量级。而且这还会进一步将权力集中到单一股东手中。”马斯克一直在推动薪酬方案的制定工作,以便在 11 月 6 日在奥斯汀举行的这家汽车制造商的年度股东大会上获得关键的股东投票通过。这位全球首富本月在公司的财报电话会议上力劝投资者支持该方案,并批评了那些反对该方案的股东咨询机构。他所签署的 1 万亿美元的薪酬协议是一项为期 10 年的计划,根据该计划,马斯克需达成一定的业绩指标才能获得全额薪酬。此外,马斯克还能获得更多股票,从而使他能够拥有这家汽车制造商至少 25%的股份。马斯克过去的薪酬方案也受到了一些质疑。去年,加州公务员退休基金首席执行官Marcie Frost 表示,该养老金计划与马斯克提出的 560 亿美元薪酬方案相冲突。该计划此前还反对了 2018 年的一项价值超过 500 亿美元的协议。那项薪酬方案最终被特拉华州法院驳回,不过特斯拉正在对该裁决提起上诉。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494608130642616,"gmtCreate":1761783676492,"gmtModify":1761783678826,"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":"宗教股速度给教主上供喂饱教主先别演戏了","listText":"宗教股速度给教主上供喂饱教主先别演戏了","text":"宗教股速度给教主上供喂饱教主先别演戏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494608130642616","repostId":"2579915573","repostType":2,"repost":{"id":"2579915573","kind":"news","pubTimestamp":1761688800,"share":"https://www.laohu8.com/m/news/2579915573?lang=&edition=full","pubTime":"2025-10-29 06:00","market":"sh","language":"zh","title":"马斯克万亿美元薪酬案投票临近,特斯拉称已备“内部接班人”","url":"https://stock-news.laohu8.com/highlight/detail?id=2579915573","media":"智通财经","summary":"$特斯拉$董事会主席Robyn Denholm本周接受媒体采访时表示,若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案,而马斯克按其威胁离任或转移精力,特斯拉已准备从公司内部挑选新任CEO以确保平稳交接,她并未完全排除外部人选的可能性。数据显示,特斯拉在加州三季度注册量下滑9.4%,市占降至46.2%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示,若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案,而马斯克按其威胁离任或转移精力,特斯拉已准备从公司内部挑选新任CEO以确保平稳交接,她并未完全排除外部人选的可能性。</p><p>马斯克与特斯拉绑定超过10年,该补偿协议若获通过,将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。而马斯克已公开表示,若无法获得预期控制力,将把重心转向xAI、SpaceX等其他企业。Denholm称:“我和他直接谈过,如果这个计划未通过,他大概率会退居二线或降低参与度。”</p><p>特斯拉董事会正密集展开投票动员,包括推进媒体访谈、会见机构股东并拉拢散户选票。董事会成员近期走访Vanguard、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、道富等大户,因为不少投资者会按ISS与Glass Lewis等代理咨询机构建议投票,而两家机构均建议“反对”。为刺激散户参与,特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果,引发路人围观。</p><p>截至周二收盘,特斯拉股价上涨1.8%,年内涨幅约12%,仍落后<a href=\"https://laohu8.com/S/161125\">标普500</a>指数同期17%的涨幅。今年初以来,市场曾因车型老化及马斯克政治行为引发的消费端抵触情绪令股价重挫,使市场重新意识到马斯克深度参与对公司估值与订单的重要性,也成为新薪酬案的核心逻辑之一。</p><p>与此同时,一份由美国国家经济研究局(NBER)发布的耶鲁大学经济学者工作论文指出,马斯克自2022年收购Twitter并公开站队共和党以来,其政治行为对特斯拉美国销量造成显著负面影响。研究估算,若没有“马斯克党派效应”,2022年10月至2025年4月间特斯拉美国销量本应高出67%-83%,相当于增加100万至126万辆销售。</p><p>研究称,马斯克向共和党候选人近3亿美元的捐款、受特朗普任命担任政府效率部领导等举动,疏离了原本以民主党倾向为主的环保购车群体,导致加州等关键市场渗透率受损。数据显示,特斯拉在加州三季度注册量下滑9.4%,市占降至46.2%。研究认为,此行为甚至拖慢加州实现零排放目标的时间进程。</p><p>不过,随着特斯拉叙事重心从整车销售转向Robotaxi及AI机器人平台,市场情绪略有改善,投资人关注正在转向特斯拉未来在人工智能、自动驾驶与类人机器人领域的资本化路径。</p><p>Denholm强调,公司已有“Plan B”,内部梯队如全球制造负责人暨中国区负责人朱晓彤等高管具备跨领域历练,公司亦不排除采用“双CEO”等多元治理模式以降低高管集中风险。另据其透露,股东会还将对是否投资xAI进行咨询性投票,若通过,公司将启动关联交易评估流程,但目前尚未投资,因为xAI正在构建完全不同类型的AI技术。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1361836.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示,若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案,而马斯克按其威胁离任或转移精力,特斯拉已准备从公司内部挑选新任CEO以确保平稳交接,她并未完全排除外部人选的可能性。马斯克与特斯拉绑定超过10年,该补偿协议若获通过,将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1361836.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4516":"特朗普概念","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","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) 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Lewis等代理咨询机构建议投票,而两家机构均建议“反对”。为刺激散户参与,特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果,引发路人围观。截至周二收盘,特斯拉股价上涨1.8%,年内涨幅约12%,仍落后标普500指数同期17%的涨幅。今年初以来,市场曾因车型老化及马斯克政治行为引发的消费端抵触情绪令股价重挫,使市场重新意识到马斯克深度参与对公司估值与订单的重要性,也成为新薪酬案的核心逻辑之一。与此同时,一份由美国国家经济研究局(NBER)发布的耶鲁大学经济学者工作论文指出,马斯克自2022年收购Twitter并公开站队共和党以来,其政治行为对特斯拉美国销量造成显著负面影响。研究估算,若没有“马斯克党派效应”,2022年10月至2025年4月间特斯拉美国销量本应高出67%-83%,相当于增加100万至126万辆销售。研究称,马斯克向共和党候选人近3亿美元的捐款、受特朗普任命担任政府效率部领导等举动,疏离了原本以民主党倾向为主的环保购车群体,导致加州等关键市场渗透率受损。数据显示,特斯拉在加州三季度注册量下滑9.4%,市占降至46.2%。研究认为,此行为甚至拖慢加州实现零排放目标的时间进程。不过,随着特斯拉叙事重心从整车销售转向Robotaxi及AI机器人平台,市场情绪略有改善,投资人关注正在转向特斯拉未来在人工智能、自动驾驶与类人机器人领域的资本化路径。Denholm强调,公司已有“Plan 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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":13404,"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":5,"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 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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":9844,"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=&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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"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":657,"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":6800,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":6259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"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":5871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"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":13,"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 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150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","text":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","html":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420853731193344,"gmtCreate":1743778133261,"gmtModify":1743778149609,"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> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","text":"$特斯拉(TSLA)$ 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","images":[{"img":"https://static.tigerbbs.com/f8db30745c5d43a8654eb5f4ea465191","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/420853731193344","isVote":1,"tweetType":1,"viewCount":3357,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3516020237512742","authorIdStr":"3516020237512742"},"content":"下周还能继续做空特斯拉吗??","text":"下周还能继续做空特斯拉吗??","html":"下周还能继续做空特斯拉吗??"},{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3461586073682313","authorIdStr":"3461586073682313"},"content":"这么下去,做空特斯拉,财富自由了","text":"这么下去,做空特斯拉,财富自由了","html":"这么下去,做空特斯拉,财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300585726152992,"gmtCreate":1714404698947,"gmtModify":1714458710393,"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 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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 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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":489,"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 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4604":"机器人概念","DXYZ":"Destiny Tech100 Inc","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","TSYW.SI":"TESLA 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