畜牧教主马斯克的个人主页 - 老虎社区

畜牧教主马斯克

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

2025-01-03

$特斯拉(TSLA)$ 继续持有，跟着马大炮混也没说只能做多。谢谢大炮的新年红包，再多发几个叭[开心] [开心] [开心] [开心] [开心]

畜牧教主马斯克

2021-11-04

$特斯拉(TSLA)$ 舒服了，终于开始连续下行

畜牧教主马斯克

2025-09-25

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

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

畜牧教主马斯克

2025-03-03

$特斯拉(TSLA)$ 精彩的拉高出货，准备好继续向下了吗？

畜牧教主马斯克

2024-06-17

$特斯拉(TSLA)$ 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]

畜牧教主马斯克

2024-12-20

‌$特斯拉(TSLA)$ ‌哇哦，这波诱多可以的，市盈率还有116倍可以慢慢砸

畜牧教主马斯克

2025-02-25

$特斯拉(TSLA)$ 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车，再好会有多少大冤种装[微笑] 免费好用才是硬道理，还有极高的政治风险在，坐等反向破万亿[开心] 包空你教主的

畜牧教主马斯克

2025-01-02

$特斯拉(TSLA)$ 488接盘的兄弟也太可怜了，估计得等一两年了（前提是马大炮靠谱）光靠梦想果然不行啊，还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了，那么多优惠政策也完不成任务[开心] 机器人，自动出租依然是块没有盈利的饼，继续下跌

畜牧教主马斯克

2025-04-04

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 得到十块以下了，半导体行业挺害怕通胀和衰退的

畜牧教主马斯克

2024-03-29

$特斯拉(TSLA)$ 转灯成功，下周迎接销量暴击开始新一波下[冷漠]

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16:47","market":"us","language":"zh","title":"卖不动了？据传特斯拉德国工厂产能利用率不到40%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2616345444","media":"新能源汽车行业...","summary":"数据显示，该工厂届时仅生产14.9万辆Model Y汽车，比2024年减少近30%。特斯拉在其官方商业报告中一直声称，其位于格林海德的工厂产能超过37.5万辆。因此，2025年产量下降近30%意味着该工厂的产能利用率将进一步下降，据计算，届时产能利用率将仅为39.7%，而2024年为56.3%。文章指出，该工厂去年的利润率仅为0.74%。此外，自2020年以来，特斯拉已在格林海德投资超过50亿欧元。","content":"<html><body><article><p><strong>*温馨提示：</strong><strong>加入知识星球，下载6000+行业报告</strong></p><p><strong>根据数据提供商Inovev的数据，预计到2025年，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>位于德国格林<a href=\"https://laohu8.com/S/000567\">海德</a>的工厂产量将大幅下降。数据显示，该工厂届时仅生产14.9万辆Model Y汽车，比2024年减少近30%。然而，工厂经理安德烈·蒂里格随后对此提出异议，称2025年该工厂仍将生产超过20万辆汽车。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260303172920673v1639ntmthodcyd\"/><p>《商报》（Handelsblatt）周日晚间援引Inovev的数据报道称，去年格林海德工厂仅生产了149,040辆汽车。这一数字远低于2024年和2023年的年度产量，当时格林海德工厂分别生产了211,235辆和192,801辆电动汽车。2025年的产量仅次于2022年开工初期，当时该工厂年中产能提升，生产了50,300辆Model Y。</p><p>特斯拉在其官方商业报告中一直声称，其位于格林海德的工厂产能超过37.5万辆。因此，2025年产量下降近30%意味着该工厂的产能利用率将进一步下降，据计算，届时产能利用率将仅为39.7%，而2024年为56.3%。文章指出，该工厂去年的利润率仅为0.74%。</p><p>关于数据，《商报》（Handelsblatt）指出，Inovev的数据可能包含一些需要后续调整的估算值，因此这些统计数据并非完全可靠。特斯拉方面并未回应该商业日报关于产量数据的问询。然而，周一下午，工厂经理安德烈·蒂里格（André Thierig）在领英（LinkedIn）上就此报道发表了评论。他在帖子中指责《商报》调查不力、报道不专业，其“唯一目的就是与德国金属工业工会（IG Metall）联手发起反特斯拉运动！”</p><p>蒂里格还在帖子中指出，报道中提到的2025年Model Y的产量为14.9万辆是错误的，实际产量超过20万辆。 （“尽管我们在第一季度为了换产新款Model Y而暂停了生产，然后在几周内又将产量提升至每周5000辆。”）蒂里格还反驳了几个月来他一直在淡化格林海德工厂发展状况的说法：“2025年，我们每个季度的产量都比上一季度有所增长。自2022年投产以来，我们在格林海德工厂已经生产了超过70万辆Model Y！此外，我们计划在2026年第一季度比2025年第四季度进一步提高产量。”这位工厂经理还否认了0.74%的利润率——但他没有提供自己的具体数字。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260303172923097v163p5uqw8v3arf\"/><p>值得注意的是，蒂里格（Thierig）和特斯拉首席执行官埃隆·马斯克一样指出，Model Y 已连续三年蝉联全球最畅销车型。但这一说法遭到业内许多人士的质疑，尤其是丰田。然而，考虑到特斯拉2025年相当糟糕的销售数据，减产并不令人意外：去年，特斯拉的全球交付量连续第二年下滑。虽然2024年的降幅相对较小，但2025年的降幅则更为显著：交付量下降了9.1%，约为160万辆。</p><p>尽管与格林海德相关的 Model Y 在韩国、泰国、挪威或土耳其等一些国家的注册量累计增加了近 70,000 辆，但这些增长无法弥补美国、中国和欧洲市场的下滑，这三个市场的销量合计减少了 155,000 辆。</p><p>在此背景下，目前围绕勃兰登堡扩建计划的讨论显得十分怪异。众所周知， 特斯拉首席执行官埃隆·马斯克在工会选举前不久通过视频向员工发表讲话，威胁称如果工厂不能保持“不受外部影响”，他将放弃工厂扩建计划。这位特斯拉首席执行官对工会化的反感是众所周知的，这不仅在美国如此。马斯克过去也曾警告说，德国金属工业工会（IG Metall）对这家德国工厂的工会委员会的影响力过大。</p><p>在视频信息后半段，马斯克对现状给予了积极评价，称其为“世界上最酷的工厂之一”。“柏林超级工厂非常棒，”马斯克说道，“那里的氛围很酷。你走在里面，会发现它非常干净，里里外外都很漂亮。” 除了赞扬工厂及其员工外，视频还提到了格林海德工厂未来的产品。马斯克表示，特斯拉“刚刚开始提高电池的产量”。这令人惊讶，因为就 在去年12月中旬 ，特斯拉还表示计划从2027年起才开始在勃兰登堡州生产电池——而该项目自2022年以来一直处于搁置状态。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260303172928183v163s81risc2055\"/><p>蒂里格在领英帖子中也提到了这一点：“事实上，我们目前正在电池生产方面再投资近1亿欧元，这将创造数百个新的就业岗位。德国还有哪家汽车工厂能拥有如此高的垂直整合水平？”此外，自2020年以来，特斯拉已在格林海德投资超过50亿欧元。蒂里格还散布谣言，称《商报》是德国金属工业工会（IG Metall）的喉舌。最近围绕一场据称被录音的劳资委员会会议的闹剧也表明，在即将到来的选举前，格林海德的管理层和工会之间的局势有多么紧张。 这场冲突的部分内容甚至公开上演了出来。</p><p>周一下午，德国金属工业工会（IG Metall Berlin-Brandenburg-Saxony）也在Thierig的帖子下评论了《商报》（Handelsblatt）的文章。工会写道，《商报》事先曾询问他们对2025年产量14.9万辆这一数字是否现实的看法。“我们的回答是：‘不，这个数字不现实。我们不知道确切的数字，但据我们估计，产量应该超过20万辆。’”</p><p>文章转译自：</p><p>https://www.electrive.net/2026/03/02/tesla-werk-in-gruenheide-soll-nur-noch-zu-40-prozent-ausgelastet-sein/</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>卖不动了？据传特斯拉德国工厂产能利用率不到40%！</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卖不动了？据传特斯拉德国工厂产能利用率不到40%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-03 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303172948a69ced2c&s=b><strong>新能源汽车行业...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>*温馨提示：加入知识星球，下载6000+行业报告根据数据提供商Inovev的数据，预计到2025年，特斯拉位于德国格林海德的工厂产量将大幅下降。数据显示，该工厂届时仅生产14.9万辆Model Y汽车，比2024年减少近30%。然而，工厂经理安德烈·蒂里格随后对此提出异议，称2025年该工厂仍将生产超过20万辆汽车。《商报》（Handelsblatt）周日晚间援引Inovev的数据报道称，去年格林...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303172948a69ced2c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLI":"2倍做多TSLA ETF-ProShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage 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ETF-GraniteShares"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303172948a69ced2c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2616345444","content_text":"*温馨提示：加入知识星球，下载6000+行业报告根据数据提供商Inovev的数据，预计到2025年，特斯拉位于德国格林海德的工厂产量将大幅下降。数据显示，该工厂届时仅生产14.9万辆Model Y汽车，比2024年减少近30%。然而，工厂经理安德烈·蒂里格随后对此提出异议，称2025年该工厂仍将生产超过20万辆汽车。《商报》（Handelsblatt）周日晚间援引Inovev的数据报道称，去年格林海德工厂仅生产了149,040辆汽车。这一数字远低于2024年和2023年的年度产量，当时格林海德工厂分别生产了211,235辆和192,801辆电动汽车。2025年的产量仅次于2022年开工初期，当时该工厂年中产能提升，生产了50,300辆Model Y。特斯拉在其官方商业报告中一直声称，其位于格林海德的工厂产能超过37.5万辆。因此，2025年产量下降近30%意味着该工厂的产能利用率将进一步下降，据计算，届时产能利用率将仅为39.7%，而2024年为56.3%。文章指出，该工厂去年的利润率仅为0.74%。关于数据，《商报》（Handelsblatt）指出，Inovev的数据可能包含一些需要后续调整的估算值，因此这些统计数据并非完全可靠。特斯拉方面并未回应该商业日报关于产量数据的问询。然而，周一下午，工厂经理安德烈·蒂里格（André Thierig）在领英（LinkedIn）上就此报道发表了评论。他在帖子中指责《商报》调查不力、报道不专业，其“唯一目的就是与德国金属工业工会（IG Metall）联手发起反特斯拉运动！”蒂里格还在帖子中指出，报道中提到的2025年Model Y的产量为14.9万辆是错误的，实际产量超过20万辆。 （“尽管我们在第一季度为了换产新款Model Y而暂停了生产，然后在几周内又将产量提升至每周5000辆。”）蒂里格还反驳了几个月来他一直在淡化格林海德工厂发展状况的说法：“2025年，我们每个季度的产量都比上一季度有所增长。自2022年投产以来，我们在格林海德工厂已经生产了超过70万辆Model Y！此外，我们计划在2026年第一季度比2025年第四季度进一步提高产量。”这位工厂经理还否认了0.74%的利润率——但他没有提供自己的具体数字。值得注意的是，蒂里格（Thierig）和特斯拉首席执行官埃隆·马斯克一样指出，Model Y 已连续三年蝉联全球最畅销车型。但这一说法遭到业内许多人士的质疑，尤其是丰田。然而，考虑到特斯拉2025年相当糟糕的销售数据，减产并不令人意外：去年，特斯拉的全球交付量连续第二年下滑。虽然2024年的降幅相对较小，但2025年的降幅则更为显著：交付量下降了9.1%，约为160万辆。尽管与格林海德相关的 Model Y 在韩国、泰国、挪威或土耳其等一些国家的注册量累计增加了近 70,000 辆，但这些增长无法弥补美国、中国和欧洲市场的下滑，这三个市场的销量合计减少了 155,000 辆。在此背景下，目前围绕勃兰登堡扩建计划的讨论显得十分怪异。众所周知， 特斯拉首席执行官埃隆·马斯克在工会选举前不久通过视频向员工发表讲话，威胁称如果工厂不能保持“不受外部影响”，他将放弃工厂扩建计划。这位特斯拉首席执行官对工会化的反感是众所周知的，这不仅在美国如此。马斯克过去也曾警告说，德国金属工业工会（IG Metall）对这家德国工厂的工会委员会的影响力过大。在视频信息后半段，马斯克对现状给予了积极评价，称其为“世界上最酷的工厂之一”。“柏林超级工厂非常棒，”马斯克说道，“那里的氛围很酷。你走在里面，会发现它非常干净，里里外外都很漂亮。” 除了赞扬工厂及其员工外，视频还提到了格林海德工厂未来的产品。马斯克表示，特斯拉“刚刚开始提高电池的产量”。这令人惊讶，因为就 在去年12月中旬 ，特斯拉还表示计划从2027年起才开始在勃兰登堡州生产电池——而该项目自2022年以来一直处于搁置状态。蒂里格在领英帖子中也提到了这一点：“事实上，我们目前正在电池生产方面再投资近1亿欧元，这将创造数百个新的就业岗位。德国还有哪家汽车工厂能拥有如此高的垂直整合水平？”此外，自2020年以来，特斯拉已在格林海德投资超过50亿欧元。蒂里格还散布谣言，称《商报》是德国金属工业工会（IG Metall）的喉舌。最近围绕一场据称被录音的劳资委员会会议的闹剧也表明，在即将到来的选举前，格林海德的管理层和工会之间的局势有多么紧张。 这场冲突的部分内容甚至公开上演了出来。周一下午，德国金属工业工会（IG Metall Berlin-Brandenburg-Saxony）也在Thierig的帖子下评论了《商报》（Handelsblatt）的文章。工会写道，《商报》事先曾询问他们对2025年产量14.9万辆这一数字是否现实的看法。“我们的回答是：‘不，这个数字不现实。我们不知道确切的数字，但据我们估计，产量应该超过20万辆。’”文章转译自：https://www.electrive.net/2026/03/02/tesla-werk-in-gruenheide-soll-nur-noch-zu-40-prozent-ausgelastet-sein/","news_type":1,"symbols_score_info":{"TLA":0.6,"TSII":0.6,"TSLT":0.6,"TSLP":0.6,"07766":0.6,"TSYY":0.6,"TSLR":0.6,"TESL":0.6,"TSLS":0.6,"TSLW":0.6,"TSLG":0.6,"TSDD":0.6,"CRSH":0.6,"TSL":0.6,"TSLQ":0.6,"TEST":0.6,"TSLA":1.97,"TSLI":0.6,"TSLZ":0.6,"TSLO":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538676173828368,"gmtCreate":1772533708962,"gmtModify":1772533711147,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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下去，昨天收涨是大家认识不到问题严重性[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538676173828368","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538400462141000,"gmtCreate":1772466389807,"gmtModify":1772466392398,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"教主的畜牧业还在发力","listText":"教主的畜牧业还在发力","text":"教主的畜牧业还在发力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538400462141000","repostId":"2616733862","repostType":2,"repost":{"id":"2616733862","kind":"news","pubTimestamp":1772444954,"share":"https://www.laohu8.com/m/news/2616733862?lang=zh_CN&edition=full","pubTime":"2026-03-02 17:49","market":"us","language":"zh","title":"3月全球十大富豪公布 马斯克身家已突破8000亿美元！","url":"https://stock-news.laohu8.com/highlight/detail?id=2616733862","media":"手机中国","summary":"3月2日，CNMO注意到，在3月份的全球十大富豪中，埃隆·马斯克的身家已突破8000亿美元，再度刷新纪录，与第二名的财富差距扩大至5000亿美元以上。马斯克据悉，2025年10月，马斯克成为全球首位身家达5000亿美元的人，12月又接连突破6000亿、7000亿美元大关。2026年2月，其身家首次突破8000亿美元。佩奇已连续四个月稳居全球富豪榜第二位。","content":"<html><body><article><p>【CNMO科技消息】3月2日，CNMO注意到，在3月份的全球十大富豪中，埃隆·马斯克的身家已突破8000亿美元，再度刷新纪录，与第二名的财富差距扩大至5000亿美元以上。</p><img src=\"https://inews.gtimg.com/om_bt/OyoaKBLEpz6MMayHT5dZviVZRv0ZYFJTHyLWantzJSOm8AA/0\"/><p>马斯克</p><p>据悉，2025年10月，马斯克成为全球首位身家达5000亿美元的人，12月又接连突破6000亿、7000亿美元大关。2026年2月，其身家首次突破8000亿美元。他与第二名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人拉里·佩奇的财富差距已超过5000亿美元。</p><p>佩奇已连续四个月稳居全球富豪榜第二位。2月，随着Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>股价下跌，包括佩奇在内的五位身全球前十的美国科技巨头，财富均缩水超过200亿美元。其中，亚马逊集团创始人杰夫·贝索斯损失最为惨重——亚马逊股价下跌12%，使其身家减少260亿美元，降至2240亿美元。</p><img src=\"https://inews.gtimg.com/om_bt/OBo0EBsKoc5B55kjuEnaqAo9ad_GkZxnkZg24OxuLmWGIAA/0\"/><p>值得一提的是，近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>召开2025年第四季度财报电话会议，会议上埃隆·马斯克表示，特斯拉将在2026年第二季度结束前正式停产两款高端车型——Model S和Model X。与此同时，特斯拉加州弗里蒙特工厂将全面转型，原Model S/X生产线将改造为Optimus人形机器人量产基地，目标年产100万台。</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>3月全球十大富豪公布 马斯克身家已突破8000亿美元！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3月全球十大富豪公布 马斯克身家已突破8000亿美元！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 17:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302175213a7311d1c&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】3月2日，CNMO注意到，在3月份的全球十大富豪中，埃隆·马斯克的身家已突破8000亿美元，再度刷新纪录，与第二名的财富差距扩大至5000亿美元以上。马斯克据悉，2025年10月，马斯克成为全球首位身家达5000亿美元的人，12月又接连突破6000亿、7000亿美元大关。2026年2月，其身家首次突破8000亿美元。他与第二名谷歌联合创始人拉里·佩奇的财富差距已超过5000...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302175213a7311d1c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSII":"REX TSLA Growth & Income ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302175213a7311d1c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2616733862","content_text":"【CNMO科技消息】3月2日，CNMO注意到，在3月份的全球十大富豪中，埃隆·马斯克的身家已突破8000亿美元，再度刷新纪录，与第二名的财富差距扩大至5000亿美元以上。马斯克据悉，2025年10月，马斯克成为全球首位身家达5000亿美元的人，12月又接连突破6000亿、7000亿美元大关。2026年2月，其身家首次突破8000亿美元。他与第二名谷歌联合创始人拉里·佩奇的财富差距已超过5000亿美元。佩奇已连续四个月稳居全球富豪榜第二位。2月，随着Alphabet、亚马逊、Meta、甲骨文股价下跌，包括佩奇在内的五位身全球前十的美国科技巨头，财富均缩水超过200亿美元。其中，亚马逊集团创始人杰夫·贝索斯损失最为惨重——亚马逊股价下跌12%，使其身家减少260亿美元，降至2240亿美元。值得一提的是，近日，特斯拉召开2025年第四季度财报电话会议，会议上埃隆·马斯克表示，特斯拉将在2026年第二季度结束前正式停产两款高端车型——Model S和Model X。与此同时，特斯拉加州弗里蒙特工厂将全面转型，原Model S/X生产线将改造为Optimus人形机器人量产基地，目标年产100万台。","news_type":1,"symbols_score_info":{"TSII":0.6,"TSL":0.6,"TSDD":0.6,"TSLR":0.6,"TSLP":0.6,"TSLI":0.6,"TLA":0.6,"TSLZ":0.6,"UFO":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLO":0.6,"TSLT":0.6,"TSLA":1.91,"TSLL":0.6,"07766":0.6,"CRSH":0.6,"TSLY":0.6,"TSYY":0.6,"TSLS":0.6,"TSLG":0.6,"TESL":0.6,"TEST":0.6}},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538358190446112,"gmtCreate":1772456058971,"gmtModify":1772456061225,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌以后可以把座椅换成茅草的，减量不减价又可以大赚一笔。","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌以后可以把座椅换成茅草的，减量不减价又可以大赚一笔。","text":"‌[微笑] ‌以后可以把座椅换成茅草的，减量不减价又可以大赚一笔。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538358190446112","repostId":"2616933140","repostType":2,"repost":{"id":"2616933140","kind":"news","pubTimestamp":1772451130,"share":"https://www.laohu8.com/m/news/2616933140?lang=zh_CN&edition=full","pubTime":"2026-03-02 19:32","market":"us","language":"zh","title":"特斯拉电驱仅有约20个？","url":"https://stock-news.laohu8.com/highlight/detail?id=2616933140","media":"旺材电机与电控","summary":"26日下午，特斯拉中国副总裁陶琳女士发了一条微博，内容是这样写的：燃油车发动机动辄就有成百上千个零部件，而特斯拉电驱仅有约20个。简而强、少而精，正是特斯拉电动车的底层优势。特斯拉将电驱系统高度集成，精简到几十个核心部件，确实从物理层面上极大地降低了机械故障的概率。其中有一点，当国内已经卷到12合1的时候，特斯拉电驱一直在坚持3合1。至于特斯拉汽车到底如何，广大销售者才有评论权。","content":"<html><body><article><p>26日下午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国副总裁陶琳女士发了一条微博，内容是这样写的：燃油车发动机动辄就有成百上千个零部件，而特斯拉电驱仅有约20个。结构越简单，复杂度越低，故障概率越小。每一次减法背后，都是技术能力的加法。简而强、少而精，正是特斯拉电动车的底层优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260302200816698v163eg4vni44vth\"/><p>这条内容，其实核心传达的是特斯拉一直在坚持的第一性原理，不仅仅是对自家三电技术的自信，也是一次品牌发声，值得我们深思。</p><p>第一、<strong>硬件做减法，软件做加法。</strong>特斯拉将电驱系统（电机、电控、减速器）高度集成，精简到几十个核心部件，确实从物理层面上极大地降低了机械故障的概率。硬件的极简是为了给软件，算力等腾出空间，减去的是机械冗余，加上的是算法和智能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260302200821764v1635ib3tb7iiif\"/><p>第二、<strong>她表达不仅是传统燃油车，还在表达国内市场的“堆料”内卷。</strong>我们国内很多品牌，造车往往是用上“堆料”，冰箱彩电大沙发各种比，但是没有人比轻量化，做加法其实挺容易的，但做减法才难陶琳此时强调“简而强、少而精”，也是在传达的一种价值观：真正的技术壁垒不是零件多、配置花哨，而是底层架构的集成度和高效性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260302200822645v163lfwyehzmbvi\"/><p>第三、<strong>她想要强化“低成本用车”的标签，</strong>买车不仅是看首付，还要看全生命周期里的用车成本，她强调故障率小，也是在打消车主对于长期持有的顾虑。</p><p>关于特斯拉电驱系统的演进，可以看看下面的文字：</p><p>特点</p><p><strong>第一代电驱（2008，Roadster）：</strong></p><p><strong>电动高性能破冰</strong></p><p><strong>核心架构：</strong>异步感应电机（ACIM），获 AC Propulsion 授权；控制器采用96 颗 IGBT 单管并联、三角形布局。</p><p><strong>关键参数：</strong>峰值功率215kW，转速13,500rpm，0-60mph 加速3.7 秒，续航393km。</p><p><strong>技术突破：</strong>首次证明电动车可实现超跑级性能，打破 “电动车 = 低速代步” 认知；采用液冷散热，奠定电驱温控基础。</p><p><strong>定位：</strong>小众高端验证，交付量少，为后续量产积累技术。</p><p>特点</p><p><strong>第二代电驱（2012，Model S/X）：</strong></p><p><strong>量产化与集成化起步</strong></p><p><strong>核心架构：</strong>异步感应电机 + T 型三合一集成（电机 + 控制器 + 减速器），控制器升级为叠层三明治立体结构、IGBT 逆插连接。</p><p><strong>关键参数：</strong>峰值功率375kW，转速16,000rpm，功率密度33.3kW/kg，系统效率~83%。</p><p><strong>技术突破：</strong></p><p>▫T 型布局：减速器居中，电机 / 控制器左右对称，体积降15%、成本降15%。</p><p>▫铜芯转子：效率提升15%，持续高功率输出能力增强。</p><p>▫全栈自研：从授权转向完全自研，开启大规模量产。</p><p><strong>定位：</strong>高端<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电，支撑 Model S/X 成为标杆。</p><p>特点</p><p><strong>第三代电驱（2017，Model 3/Y）：</strong></p><p><strong>效率革命与大众化</strong></p><p><strong>核心架构：</strong>IPM-SynRM 永磁同步电机（iM42/3D6）+ SiC MOSFET 逆变器，首次实现永磁 + 异步双电机四驱（前异步、后永磁）。</p><p><strong>关键参数：</strong>峰值功率250kW（单后驱）/357kW（四驱），转速18,000rpm，系统最高效率97%，CLTC 综合效率~89%。</p><p><strong>技术突破：</strong></p><p>▫SiC 碳化硅：开关损耗降75%，逆变器体积 / 重量各减30%/57%，散热简化，续航提升5-8%。</p><p>▫3D6 扁线电机：8 层矩形铜导线，槽满率从45%→60%，铜损降10%，功率密度提升。</p><p>▫复合油冷：定子 + 转子双油冷，散热效率 +40%，连续高功率不失速。</p><p>▫高度集成：电机 / 电控 / 减速器深度融合，体积 / 重量大幅优化。</p><p><strong>定位：</strong>大众化主力，支撑 Model 3/Y 成为全球销量冠军，电驱成本显著下探。</p><p>特点</p><p><strong>第四代电驱（2023，Model Y / 改款 Model 3）：极致简化与成本重构</strong></p><p><strong>核心架构：</strong>8 层扁线永磁同步电机 + SiC 逆变器 + 一体化集成，“剃刀式” 极简设计。</p><p><strong>关键参数：峰值</strong>功率250kW，转速20,000rpm，功率密度4.2kW/kg，系统成本降至~7000 元（1000 美元），较三代降14%。</p><p><strong>技术突破：</strong></p><p>▫碳纤维套筒转子：抑制高速离心变形，转速突破20,000rpm，功率密度<a href=\"https://laohu8.com/S/603601\">再升</a>。</p><p>▫定子简化：10 层→8 层扁线，物理固定磁钢，减少部件、降本10%+。</p><p>▫免维护油冷：内置不可更换油滤，一体铸造外壳，维护成本归零，轴承寿命延至120 万公里。</p><p>▫搅拌焊接：控制器接插件一体成型，替代螺丝，可靠性 +、成本 -。</p><p><strong>定位：</strong>极致性价比，适配全球规模化生产，电驱成本进入千元级。</p><p>特点</p><p><strong>Plaid 高性能分支（Model S/X Plaid）：超跑级动力巅峰</strong></p><p><strong>核心架构：</strong>三台永磁同步电机（前 1 + 后 2）+ 碳化硅 + 碳纤维转子，三电机全驱。</p><p><strong>关键参数：</strong>综合功率1,020hp（750kW），0-60mph 加速2.1 秒，极速322km/h，转速20,000rpm+。</p><p><strong>技术突破：</strong></p><p>▫三电机矢量控制：扭矩分配毫秒级，操控与加速性能拉满。</p><p>▫碳纤维转子 + 油冷 2.0：极致散热与强度，支持持续超高性能输出。</p><p>▫SiC 全栈应用：逆变器效率与功率密度行业顶尖。</p><p>定位：顶级性能旗舰，重新定义电动车加速天花板。</p><p>客观说，特斯拉其实是中国新能源汽车的引路人。它的很多思路是“特立独行”和值得思考的。</p><p>其中有一点，当国内已经卷到12合1的时候，特斯拉电驱一直在坚持3合1。</p><p>这背后，实则蕴含着特斯拉对技术路线、成本控制及市场定位的深思熟虑。</p><p>之前，有位粉丝也咨询过此事：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260302200830107v163d9tc8aybaga\"/><p>特斯拉自推出其标志性的三合一电驱系统以来，虽在硬件（圆线改扁线，控制器电路板优化）和软件层面持续进行微调和升级，但整体架构保持相对稳定。这种稳健的策略，一方面体现了国外市场迭代速度慢，另一方面也反映了其在成本控制和市场定位上的精准考量。</p><p>消费者买车从来不会因为你是8合1，或者12合1去买你的车，买新能源汽车的影响因素从来都是以下几个：价格、外观内饰、动力、续航里程。</p><p>多合一电驱系统的优势在于能够显著降低制造成本并提高能量转换效率。</p><p>然而，这一转变并非无代价。实现多合一需要重新设计电气架构，甚至可能要求整车平台的重新布局，这无疑是一项巨大的工程挑战和资金投入。</p><p>对于特斯拉而言，其现有的3合1系统已经实现了较高的能量转换效率和较低的百公里电耗。</p><p>至于特斯拉汽车到底如何，广大销售者才有评论权。</p><p>那么，对于陶琳女士的观点，你认同吗？</p><p>内容来源：RIO电驱动、GAF电驱动</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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特斯拉电驱仅有约20个？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 19:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030220090395429cd1&s=b><strong>旺材电机与电控</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>26日下午，特斯拉中国副总裁陶琳女士发了一条微博，内容是这样写的：燃油车发动机动辄就有成百上千个零部件，而特斯拉电驱仅有约20个。结构越简单，复杂度越低，故障概率越小。每一次减法背后，都是技术能力的加法。简而强、少而精，正是特斯拉电动车的底层优势。这条内容，其实核心传达的是特斯拉一直在坚持的第一性原理，不仅仅是对自家三电技术的自信，也是一次品牌发声，值得我们深思。第一、硬件做减法，软件做加法。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030220090395429cd1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4548":"巴美列捷福持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030220090395429cd1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2616933140","content_text":"26日下午，特斯拉中国副总裁陶琳女士发了一条微博，内容是这样写的：燃油车发动机动辄就有成百上千个零部件，而特斯拉电驱仅有约20个。结构越简单，复杂度越低，故障概率越小。每一次减法背后，都是技术能力的加法。简而强、少而精，正是特斯拉电动车的底层优势。这条内容，其实核心传达的是特斯拉一直在坚持的第一性原理，不仅仅是对自家三电技术的自信，也是一次品牌发声，值得我们深思。第一、硬件做减法，软件做加法。特斯拉将电驱系统（电机、电控、减速器）高度集成，精简到几十个核心部件，确实从物理层面上极大地降低了机械故障的概率。硬件的极简是为了给软件，算力等腾出空间，减去的是机械冗余，加上的是算法和智能。第二、她表达不仅是传统燃油车，还在表达国内市场的“堆料”内卷。我们国内很多品牌，造车往往是用上“堆料”，冰箱彩电大沙发各种比，但是没有人比轻量化，做加法其实挺容易的，但做减法才难陶琳此时强调“简而强、少而精”，也是在传达的一种价值观：真正的技术壁垒不是零件多、配置花哨，而是底层架构的集成度和高效性。第三、她想要强化“低成本用车”的标签，买车不仅是看首付，还要看全生命周期里的用车成本，她强调故障率小，也是在打消车主对于长期持有的顾虑。关于特斯拉电驱系统的演进，可以看看下面的文字：特点第一代电驱（2008，Roadster）：电动高性能破冰核心架构：异步感应电机（ACIM），获 AC Propulsion 授权；控制器采用96 颗 IGBT 单管并联、三角形布局。关键参数：峰值功率215kW，转速13,500rpm，0-60mph 加速3.7 秒，续航393km。技术突破：首次证明电动车可实现超跑级性能，打破 “电动车 = 低速代步” 认知；采用液冷散热，奠定电驱温控基础。定位：小众高端验证，交付量少，为后续量产积累技术。特点第二代电驱（2012，Model S/X）：量产化与集成化起步核心架构：异步感应电机 + T 型三合一集成（电机 + 控制器 + 减速器），控制器升级为叠层三明治立体结构、IGBT 逆插连接。关键参数：峰值功率375kW，转速16,000rpm，功率密度33.3kW/kg，系统效率~83%。技术突破：▫T 型布局：减速器居中，电机 / 控制器左右对称，体积降15%、成本降15%。▫铜芯转子：效率提升15%，持续高功率输出能力增强。▫全栈自研：从授权转向完全自研，开启大规模量产。定位：高端豪华纯电，支撑 Model S/X 成为标杆。特点第三代电驱（2017，Model 3/Y）：效率革命与大众化核心架构：IPM-SynRM 永磁同步电机（iM42/3D6）+ SiC MOSFET 逆变器，首次实现永磁 + 异步双电机四驱（前异步、后永磁）。关键参数：峰值功率250kW（单后驱）/357kW（四驱），转速18,000rpm，系统最高效率97%，CLTC 综合效率~89%。技术突破：▫SiC 碳化硅：开关损耗降75%，逆变器体积 / 重量各减30%/57%，散热简化，续航提升5-8%。▫3D6 扁线电机：8 层矩形铜导线，槽满率从45%→60%，铜损降10%，功率密度提升。▫复合油冷：定子 + 转子双油冷，散热效率 +40%，连续高功率不失速。▫高度集成：电机 / 电控 / 减速器深度融合，体积 / 重量大幅优化。定位：大众化主力，支撑 Model 3/Y 成为全球销量冠军，电驱成本显著下探。特点第四代电驱（2023，Model Y / 改款 Model 3）：极致简化与成本重构核心架构：8 层扁线永磁同步电机 + SiC 逆变器 + 一体化集成，“剃刀式” 极简设计。关键参数：峰值功率250kW，转速20,000rpm，功率密度4.2kW/kg，系统成本降至~7000 元（1000 美元），较三代降14%。技术突破：▫碳纤维套筒转子：抑制高速离心变形，转速突破20,000rpm，功率密度再升。▫定子简化：10 层→8 层扁线，物理固定磁钢，减少部件、降本10%+。▫免维护油冷：内置不可更换油滤，一体铸造外壳，维护成本归零，轴承寿命延至120 万公里。▫搅拌焊接：控制器接插件一体成型，替代螺丝，可靠性 +、成本 -。定位：极致性价比，适配全球规模化生产，电驱成本进入千元级。特点Plaid 高性能分支（Model S/X Plaid）：超跑级动力巅峰核心架构：三台永磁同步电机（前 1 + 后 2）+ 碳化硅 + 碳纤维转子，三电机全驱。关键参数：综合功率1,020hp（750kW），0-60mph 加速2.1 秒，极速322km/h，转速20,000rpm+。技术突破：▫三电机矢量控制：扭矩分配毫秒级，操控与加速性能拉满。▫碳纤维转子 + 油冷 2.0：极致散热与强度，支持持续超高性能输出。▫SiC 全栈应用：逆变器效率与功率密度行业顶尖。定位：顶级性能旗舰，重新定义电动车加速天花板。客观说，特斯拉其实是中国新能源汽车的引路人。它的很多思路是“特立独行”和值得思考的。其中有一点，当国内已经卷到12合1的时候，特斯拉电驱一直在坚持3合1。这背后，实则蕴含着特斯拉对技术路线、成本控制及市场定位的深思熟虑。之前，有位粉丝也咨询过此事：特斯拉自推出其标志性的三合一电驱系统以来，虽在硬件（圆线改扁线，控制器电路板优化）和软件层面持续进行微调和升级，但整体架构保持相对稳定。这种稳健的策略，一方面体现了国外市场迭代速度慢，另一方面也反映了其在成本控制和市场定位上的精准考量。消费者买车从来不会因为你是8合1，或者12合1去买你的车，买新能源汽车的影响因素从来都是以下几个：价格、外观内饰、动力、续航里程。多合一电驱系统的优势在于能够显著降低制造成本并提高能量转换效率。然而，这一转变并非无代价。实现多合一需要重新设计电气架构，甚至可能要求整车平台的重新布局，这无疑是一项巨大的工程挑战和资金投入。对于特斯拉而言，其现有的3合1系统已经实现了较高的能量转换效率和较低的百公里电耗。至于特斯拉汽车到底如何，广大销售者才有评论权。那么，对于陶琳女士的观点，你认同吗？内容来源：RIO电驱动、GAF电驱动","news_type":1,"symbols_score_info":{"TSLS":0.6,"TSL":0.6,"TSLP":0.6,"TSLA":1.96,"TSLZ":0.6,"TSLO":0.6,"TSDD":0.6,"TESL":0.6,"TEST":0.6,"TSYY":0.6,"TSLG":0.6,"TSLW":0.6,"CRSH":0.6,"TSLI":0.6,"TSLT":0.6,"TSLR":0.6,"TLA":0.6,"07766":0.6,"TSLQ":0.6,"TSII":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538346767606752,"gmtCreate":1772453292008,"gmtModify":1772453294556,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"打击虚假宣传的又一次大胜利，明明l3都不是都敢自称完全自动驾驶","listText":"打击虚假宣传的又一次大胜利，明明l3都不是都敢自称完全自动驾驶","text":"打击虚假宣传的又一次大胜利，明明l3都不是都敢自称完全自动驾驶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538346767606752","repostId":"2616354283","repostType":2,"repost":{"id":"2616354283","kind":"news","pubTimestamp":1772450113,"share":"https://www.laohu8.com/m/news/2616354283?lang=zh_CN&edition=full","pubTime":"2026-03-02 19:15","market":"us","language":"zh","title":"特斯拉推出 2026.2.9 软件更新，移除“Autopilot”名称","url":"https://stock-news.laohu8.com/highlight/detail?id=2616354283","media":"IT之家","summary":"随着今日早些时候 2026.2.9 版本软件更新的推送，该公司已开始对其驾驶辅助系统中的多项核心功能进行重命名。根据官方更新说明，此次“Autopilot 命名更新”本质上仅为文字修改。特斯拉长期与监管机构存在分歧，后者认为“Autopilot”“完全自动驾驶”等名称易误导消费者。为避免在本土市场面临为期 60 天的禁售风险，特斯拉做出妥协：新车移除了 Autopilot，营销宣传转向“FSD”。尽管“Autopilot”之名正逐渐淡出，但特斯拉打造无监督自动驾驶系统的终极目标并未改变。","content":"<html><body><article><p>IT之家 3 月 2 日消息，据 Not a <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> App 报道，特斯拉正与其最知名（也最具争议）的品牌名称划清界限。随着今日早些时候 2026.2.9 版本软件更新的推送，该公司已开始对其驾驶辅助系统中的多项核心功能进行重命名。</p><img src=\"https://inews.gtimg.com/om_bt/OPUaV_gsWOhiJVWLeTxFcgDceDSAF_5hnQcGeJqYlIqRoAA/0\"/><p>根据官方更新说明，此次“Autopilot 命名更新”本质上仅为文字修改。特斯拉明确表示：“此次变更仅更新车辆中部分功能名称与文字显示，不会改变功能的实际工作方式。”</p><p>具体而言，沿用已久的“自动辅助导航驾驶（Navigate on Autopilot）”更名为“自动转向导航（Navigate on Autosteer）”；此前名为“FSD 计算机”的硬件，现已正式定名为“AI 计算机”。</p><img src=\"https://inews.gtimg.com/om_bt/Og8_8rlGA9gGqoofTisrRcieR03aXwEcnfqss51iQ1NDEAA/0\"/><p>与此同时，车辆设置菜单也迎来全面调整：原主菜单中的“Autopilot”板块，已正式更名为“自动驾驶（Self-Driving）”。</p><p>不过，全新品牌标识在界面中的落地并不统一，部分车主可能会感到困惑。如今大部分界面已使用简化版“自动驾驶（Self-Driving）”标签，但速度配置文件菜单中仍保留“完全自动驾驶（Full Self-Driving）”字样，“FSD（监督模式）统计”板块也沿用了旧缩写。若想让此次更名真正生效、减少车主困惑，这些改动需全面覆盖所有子菜单与状态提示。</p><p>特斯拉长期与监管机构存在分歧，后者认为“Autopilot（自动辅助驾驶）”“完全自动驾驶（Full Self-Driving）”等名称易误导消费者。</p><p>最近的压力来自加州车辆管理局（DMV），该局指控特斯拉存在虚假广告宣传。为避免在本土市场面临为期 60 天的禁售风险，特斯拉做出妥协：新车移除了 Autopilot，营销宣传转向“FSD（监督模式）”。</p><p>IT之家注意到，目前特斯拉正起诉加州车辆管理局，试图撤销虚假广告的认定，但此次软件更名表明公司正采取谨慎态度。</p><p>这并非仅在美国存在的问题：2023 年特斯拉在德国也曾遭遇类似法律纠纷，此类案例还有很多。就在上月，特斯拉已在美国和加拿大全面停止新车订单中的 Autopilot 选配，新车出厂仅配备交通感知巡航控制（TACC）。</p><p>除名称变更外，FSD 用户还将迎来两项调整。最值得关注的是，当前使用 FSD v14 版本的用户，将首次收到 2026.2 版本软件分支更新。</p><p>FSD v14 现已成为该服务订阅用户的“标准版本”。此举有助于统一车队软件版本，让更多驾驶员使用同一版神经网络，为特斯拉研发无需驾驶员监督的软件版本铺路。</p><p>此次品牌更名，也承接了去年秋季车载界面中经典 Autopilot 图标下线的动作。</p><p>尽管“Autopilot”之名正逐渐淡出，但特斯拉打造无监督自动驾驶系统的终极目标并未改变。将硬件更名为“AI 计算机”，意在强调车辆本质是带轮子的机器人，由人工智能驱动，而非仅依靠预设程序运行。</p><p>随着特斯拉从传统车企转向以 AI 和机器人为核心的未来布局，这些“语义层面”的调整，或许只是其大规模品牌形象重塑的开端。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉推出 2026.2.9 软件更新，移除“Autopilot”名称</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉推出 2026.2.9 软件更新，移除“Autopilot”名称\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 19:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302191833a698d3d7&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3 月 2 日消息，据 Not a Tesla App 报道，特斯拉正与其最知名（也最具争议）的品牌名称划清界限。随着今日早些时候 2026.2.9 版本软件更新的推送，该公司已开始对其驾驶辅助系统中的多项核心功能进行重命名。根据官方更新说明，此次“Autopilot 命名更新”本质上仅为文字修改。特斯拉明确表示：“此次变更仅更新车辆中部分功能名称与文字显示，不会改变功能的实际工作方式。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302191833a698d3d7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY 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Self-Driving）”字样，“FSD（监督模式）统计”板块也沿用了旧缩写。若想让此次更名真正生效、减少车主困惑，这些改动需全面覆盖所有子菜单与状态提示。特斯拉长期与监管机构存在分歧，后者认为“Autopilot（自动辅助驾驶）”“完全自动驾驶（Full Self-Driving）”等名称易误导消费者。最近的压力来自加州车辆管理局（DMV），该局指控特斯拉存在虚假广告宣传。为避免在本土市场面临为期 60 天的禁售风险，特斯拉做出妥协：新车移除了 Autopilot，营销宣传转向“FSD（监督模式）”。IT之家注意到，目前特斯拉正起诉加州车辆管理局，试图撤销虚假广告的认定，但此次软件更名表明公司正采取谨慎态度。这并非仅在美国存在的问题：2023 年特斯拉在德国也曾遭遇类似法律纠纷，此类案例还有很多。就在上月，特斯拉已在美国和加拿大全面停止新车订单中的 Autopilot 选配，新车出厂仅配备交通感知巡航控制（TACC）。除名称变更外，FSD 用户还将迎来两项调整。最值得关注的是，当前使用 FSD v14 版本的用户，将首次收到 2026.2 版本软件分支更新。FSD v14 现已成为该服务订阅用户的“标准版本”。此举有助于统一车队软件版本，让更多驾驶员使用同一版神经网络，为特斯拉研发无需驾驶员监督的软件版本铺路。此次品牌更名，也承接了去年秋季车载界面中经典 Autopilot 图标下线的动作。尽管“Autopilot”之名正逐渐淡出，但特斯拉打造无监督自动驾驶系统的终极目标并未改变。将硬件更名为“AI 计算机”，意在强调车辆本质是带轮子的机器人，由人工智能驱动，而非仅依靠预设程序运行。随着特斯拉从传统车企转向以 AI 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失败了，大家都自适应理解，成功了，被奉为人类救世主。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537361093424536","isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537290942756496,"gmtCreate":1772193635392,"gmtModify":1772193637900,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"20年后马圣是否还在世都难说，那么久了特斯拉除了汽车和储能业务有什么算是成功的吗？就要登月了，红警玩多了还是吸多了","listText":"20年后马圣是否还在世都难说，那么久了特斯拉除了汽车和储能业务有什么算是成功的吗？就要登月了，红警玩多了还是吸多了","text":"20年后马圣是否还在世都难说，那么久了特斯拉除了汽车和储能业务有什么算是成功的吗？就要登月了，红警玩多了还是吸多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537290942756496","repostId":"1112954160","repostType":4,"repost":{"id":"1112954160","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":1772193299,"share":"https://www.laohu8.com/m/news/1112954160?lang=zh_CN&edition=full","pubTime":"2026-02-27 19:54","market":"us","language":"zh","title":"马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股","url":"https://stock-news.laohu8.com/highlight/detail?id=1112954160","media":"老虎资讯综合","summary":"更多属于战略层面的展望。","content":"<html><head></head><body><p>继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。</p><p>需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。</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>马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股</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：特斯拉将在20年内上月球建厂，建议投资者长期持股\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\">2026-02-27 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。</p><p>需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112954160","content_text":"继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537245098648232,"gmtCreate":1772184239204,"gmtModify":1772184616861,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"这位科技企业家现在已经完全不要脸了，去年展望的无人的士铺开和机器人量产都没实现，到出乱说保持热度了。","listText":"这位科技企业家现在已经完全不要脸了，去年展望的无人的士铺开和机器人量产都没实现，到出乱说保持热度了。","text":"这位科技企业家现在已经完全不要脸了，去年展望的无人的士铺开和机器人量产都没实现，到出乱说保持热度了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537245098648232","repostId":"2614883306","repostType":2,"repost":{"id":"2614883306","kind":"news","pubTimestamp":1772182416,"share":"https://www.laohu8.com/m/news/2614883306?lang=zh_CN&edition=full","pubTime":"2026-02-27 16:53","market":"us","language":"zh","title":"马斯克展望特斯拉未来：20年内或登月建厂 前景“极其光明”","url":"https://stock-news.laohu8.com/highlight/detail?id=2614883306","media":"ITBEAR科技资讯","summary":"特斯拉首席执行官埃隆·马斯克在近期与柏林超级工厂负责人安德烈·蒂埃里格的对话中，对公司的长期发展路径作出大胆展望。他提出，人类工业活动或将突破地球引力范围，特斯拉有望在二十年内实现月球表面工厂的落地运营。针对资本市场关切，马斯克用\"极其光明\"形容特斯拉的成长前景。他透露，SpaceX的星际运输系统与特斯拉的能源解决方案存在技术协同空间，这种跨领域创新或将重塑未来工业生产模式。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克在近期与柏林超级工厂负责人安德烈·蒂埃里格的对话中，对公司的长期发展路径作出大胆展望。他提出，人类工业活动或将突破地球引力范围，特斯拉有望在二十年内实现月球表面工厂的落地运营。</p><p>这位科技企业家在访谈中描绘了极具未来感的产业图景：\"当时间跨度延伸至20年维度，我确信特斯拉的制造版图将延伸至地外天体。\"他特别强调，月球基地建设将依托公司现有的能源技术与自动化生产体系，形成地月联动的全新工业生态。</p><p>针对资本市场关切，马斯克用\"极其光明\"形容特斯拉的成长前景。他指出，随着能源存储业务的持续突破和自动驾驶技术的商业化落地，公司正步入指数级增长通道。这种判断与特斯拉近期在柏林工厂实现的产能爬坡形成呼应，该基地作为欧洲制造中心，其高效运作验证了全球化布局的战略价值。</p><p>值得关注的是，马斯克将地外建厂构想与现有业务形成逻辑闭环。他透露，SpaceX的星际运输系统与特斯拉的能源解决方案存在技术协同空间，这种跨领域创新或将重塑未来工业生产模式。尽管未披露具体实施路径，但月球工厂的设想已为资本市场提供新的想象维度。</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>马斯克展望特斯拉未来：20年内或登月建厂 前景“极其光明”</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227171323a7261fad&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克在近期与柏林超级工厂负责人安德烈·蒂埃里格的对话中，对公司的长期发展路径作出大胆展望。他提出，人类工业活动或将突破地球引力范围，特斯拉有望在二十年内实现月球表面工厂的落地运营。这位科技企业家在访谈中描绘了极具未来感的产业图景：\"当时间跨度延伸至20年维度，我确信特斯拉的制造版图将延伸至地外天体。\"他特别强调，月球基地建设将依托公司现有的能源技术与自动化生产体系，形成地月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227171323a7261fad&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","UFO":"Procure Space ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA 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INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227171323a7261fad&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614883306","content_text":"特斯拉首席执行官埃隆·马斯克在近期与柏林超级工厂负责人安德烈·蒂埃里格的对话中，对公司的长期发展路径作出大胆展望。他提出，人类工业活动或将突破地球引力范围，特斯拉有望在二十年内实现月球表面工厂的落地运营。这位科技企业家在访谈中描绘了极具未来感的产业图景：\"当时间跨度延伸至20年维度，我确信特斯拉的制造版图将延伸至地外天体。\"他特别强调，月球基地建设将依托公司现有的能源技术与自动化生产体系，形成地月联动的全新工业生态。针对资本市场关切，马斯克用\"极其光明\"形容特斯拉的成长前景。他指出，随着能源存储业务的持续突破和自动驾驶技术的商业化落地，公司正步入指数级增长通道。这种判断与特斯拉近期在柏林工厂实现的产能爬坡形成呼应，该基地作为欧洲制造中心，其高效运作验证了全球化布局的战略价值。值得关注的是，马斯克将地外建厂构想与现有业务形成逻辑闭环。他透露，SpaceX的星际运输系统与特斯拉的能源解决方案存在技术协同空间，这种跨领域创新或将重塑未来工业生产模式。尽管未披露具体实施路径，但月球工厂的设想已为资本市场提供新的想象维度。","news_type":1,"symbols_score_info":{"TSLS":0.6,"TESL":0.6,"TLA":0.6,"TEST":0.6,"TSII":0.6,"TSLP":0.6,"07766":0.6,"TSLI":0.6,"TSLG":0.6,"TSLY":0.6,"TSLW":0.6,"TSLO":0.6,"TSLA":1.96,"TSLR":0.6,"TSL":0.6,"TSLT":0.6,"TSLZ":0.6,"TSYY":0.6,"TSDD":0.6,"CRSH":0.6,"TSLQ":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537157686920856,"gmtCreate":1772161102524,"gmtModify":1772161748008,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"典型的信徒思维，不利于马圣拉升股价的都是假的[开心]&nbsp;&nbsp;","listText":"典型的信徒思维，不利于马圣拉升股价的都是假的[开心]&nbsp;&nbsp;","text":"典型的信徒思维，不利于马圣拉升股价的都是假的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/537157686920856","repostId":"2614042044","repostType":2,"repost":{"id":"2614042044","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":1772111294,"share":"https://www.laohu8.com/m/news/2614042044?lang=zh_CN&edition=full","pubTime":"2026-02-26 21:08","market":"us","language":"zh","title":"特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零","url":"https://stock-news.laohu8.com/highlight/detail?id=2614042044","media":"华尔街见闻","summary":"特斯拉在推进加州Robotaxi服务上毫无实质进展：路测里程已连续六年为零（仅562英里），远未达到获取运营许可的5万英里门槛。马斯克归咎审批流程，但专家指出现实恰恰相反：公司连最基础的测试要求都未完成，目前在湾区所谓的“Robotaxi”实为人类辅助驾驶服务。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。</p>\n<p>据路透社报道，<strong>加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可</strong>。数据显示，<strong>该公司在加州道路上的自动驾驶路测里程已连续第六年为零。</strong></p>\n<p>这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。</p>\n<p>尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，<strong>特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。</strong></p>\n<h2><strong>路测数据面临合规门槛</strong></h2>\n<p>在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。</p>\n<p><strong>目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。</strong>DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。</p>\n<p>然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，<strong>Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。</strong></p>\n<h2><strong>监管壁垒与业务现状</strong></h2>\n<p>特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。</p>\n<p>在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。</p>\n<p>针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。<strong>他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。</strong></p>\n<p>特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 21:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766277><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。\n据路透社报道，加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可。数据显示，该公司在加州道路上的自动驾驶路测里程已连续第六年为零。\n这一停滞状态直接冲击了支撑特斯拉1.5万亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766277\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLI":"2倍做多TSLA ETF-ProShares","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US 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Loomis Sayles US Growth Equity P/A SGD-H","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","BK4527":"明星科技股","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4534":"瑞士信贷持仓","BK4543":"AI","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4548":"巴美列捷福持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3766277","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614042044","content_text":"特斯拉首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。\n据路透社报道，加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可。数据显示，该公司在加州道路上的自动驾驶路测里程已连续第六年为零。\n这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。\n尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。\n路测数据面临合规门槛\n在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。\n目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。\n然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。\n监管壁垒与业务现状\n特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。\n在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。\n针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。\n特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。","news_type":1,"symbols_score_info":{"TLA":0.6,"TSLG":0.6,"TSLP":0.6,"TSLR":0.6,"TSLA":1.96,"TSLO":0.6,"TSLY":0.6,"TSLS":0.6,"TSL":0.6,"TSLI":0.6,"TSLT":0.6,"TEST":0.6,"TSLQ":0.6,"CRSH":0.6,"TSDD":0.6,"TSYY":0.6,"TESL":0.6,"07766":0.6,"TSLZ":0.6,"TSLW":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":66,"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":5,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"L3都称不上怎么好意思自称自动驾驶的？","text":"L3都称不上怎么好意思自称自动驾驶的？","html":"L3都称不上怎么好意思自称自动驾驶的？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536998368900592,"gmtCreate":1772124040273,"gmtModify":1772124108596,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"waymo成本高且地区局限性高。特斯拉成本低但是软件有效迭代很慢，就算先做出来了无人的士估计也没法真正铺开无监管上路，纯纯糊弄信徒投资者的噱头罢了。","listText":"waymo成本高且地区局限性高。特斯拉成本低但是软件有效迭代很慢，就算先做出来了无人的士估计也没法真正铺开无监管上路，纯纯糊弄信徒投资者的噱头罢了。","text":"waymo成本高且地区局限性高。特斯拉成本低但是软件有效迭代很慢，就算先做出来了无人的士估计也没法真正铺开无监管上路，纯纯糊弄信徒投资者的噱头罢了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536998368900592","repostId":"2614202967","repostType":2,"repost":{"id":"2614202967","kind":"news","pubTimestamp":1772121691,"share":"https://www.laohu8.com/m/news/2614202967?lang=zh_CN&edition=full","pubTime":"2026-02-27 00:01","market":"us","language":"zh","title":"10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614202967","media":"汽车产业前线观察","summary":"约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。显然，目前的天平，正重重地倾向Waymo一端。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260227001215979v163wae8fbji02i\"/><p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座<a href=\"https://laohu8.com/S/300778\">新城市</a>开放服务时，另一个名字却显得格格不入——<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。</p><p><strong>01. 扩张：从“试点”到“常态”的加速</strong></p><p>Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。</p><p>数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单；而到了2025年底，这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标：今年年底前，周订单量突破100万单，并将业务拓展至全球至少20座城市。</p><p>本周的扩张公告中，达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是，这次官宣中只字未提<a href=\"https://laohu8.com/S/UBER\">优步</a>（Uber）。此前，Waymo部分车辆需通过优步平台呼叫，但如今看来，Waymo似乎已底气十足地认为：<strong>自己完全有能力独立实现规模化，无需他人搀扶。</strong></p><p><strong>02. 对比：马斯克的“预期”与现实的“骨感”</strong></p><p>将目光转向特斯拉，画面则截然不同。去年夏天，特斯拉的无人驾驶出租车服务终于在奥斯汀上线，但随后的规模化进程却缓慢得令人咋舌。</p><p><strong>约 3000 辆</strong>Waymo 当前运营车辆</p><p><strong>仅 44 辆</strong>特斯拉奥斯汀运营车辆</p><p>据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月，马斯克曾信誓旦旦地预测：到2025年底，特斯拉将在奥斯汀部署500辆无人车，甚至覆盖美国半数人口。然而现实是，该公司仍仅在奥斯汀运营着寥寥无几的Model Y，且多次未能兑现类似承诺。</p><p>更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。在自动驾驶领域，“有安全员”和“无安全员”之间，隔着整个商业模式的鸿沟。</p><p><strong>03. 隐忧：规模化的挑战从未停止</strong></p><p>当然，Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规，以及在新市场搭建车队管理、充电体系的重任，Waymo仍需如履薄冰。</p><p>此外，安全问题始终是悬在头顶的达摩克利斯之剑。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事，将规模扩大到数千辆并确保绝对安全，则是另一番挑战。</p><p>“特斯拉支持者常辩称，凭借庞大的保有量和纯视觉方案，其规模化能力将超越Waymo。或许未来某天他们会被证明是对的，但从当下的时间轴来看，实际发展趋势却截然相反。”</p><p><strong>结语：实干与口号的终极较量</strong></p><p>自动驾驶的下半场，不再是比谁的发布会更炫酷，而是比谁的车队跑得更多、更稳、更安全。</p><p>Waymo用10座城市的实地运营证明了“渐进式路线”的可行性，而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中，时间和里程数是最公正的裁判。</p><p>对于普通用户而言，谁能真正提供安全、便捷的无人出行服务，谁就是赢家。显然，目前的天平，正重重地倾向Waymo一端。</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>10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？</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\">\n10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 00:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时，另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张：从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4598":"佩洛西持仓","TSDD":"2倍做空TSLA ETF-GraniteShares","BK4551":"寇图资本持仓","TSYY":"收益增强TSLA ETF-GraniteShares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109391861.USD":"富兰克林美国机遇基金A 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10:19","market":"sh","language":"zh","title":"英伟达黄仁勋谈“太空数据中心”：目前经济效益较差 但未来将持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2614064453","media":"南方财经网","summary":"南方财经2月26日电，美东时间周三盘后，在英伟达财报电话会上，英伟达CEO黄仁勋在提到“太空数据中心”话题时表示，尽管目前太空数据中心的经济效益较差，但未来将持续改善。太空的运行环境与地球截然不同：因此，太空数据中心的技术方案与地球存在显著差异，但目前已有多种技术路线在竞争落地。展望未来，黄仁勋认为，AI在太空领域将拥有极具前景的应用场景。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.NVDA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　南方财经2月26日电，美东时间周三盘后，在<span><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></span><span></span>财报电话会上，<span href=\"http://quote.eastmoney.com/unify/r/105.NVDA\" target=\"_blank\" web=\"1\">英伟达</span>CEO黄仁勋在提到“太空<span>数据中心</span><span></span>”话题时表示，尽管目前太空<span href=\"http://quote.eastmoney.com/unify/r/90.BK0922\" target=\"_blank\" web=\"1\">数据中心</span>的经济效益较差，但未来将持续改善。太空的运行环境与地球截然不同：因此，太空<span href=\"http://quote.eastmoney.com/unify/r/90.BK0922\" target=\"_blank\" web=\"1\">数据中心</span>的技术方案与地球存在显著差异，但目前已有多种技术路线在竞争落地。展望未来，黄仁勋认为，AI在太空领域将拥有极具前景的应用场景。 </p><p>（文章来源：南方财经网）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达黄仁勋谈“太空数据中心”：目前经济效益较差 但未来将持续改善</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达黄仁勋谈“太空数据中心”：目前经济效益较差 但未来将持续改善\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202602263655072579.html><strong>南方财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南方财经2月26日电，美东时间周三盘后，在英伟达财报电话会上，英伟达CEO黄仁勋在提到“太空数据中心”话题时表示，尽管目前太空数据中心的经济效益较差，但未来将持续改善。太空的运行环境与地球截然不同：因此，太空数据中心的技术方案与地球存在显著差异，但目前已有多种技术路线在竞争落地。展望未来，黄仁勋认为，AI在太空领域将拥有极具前景的应用场景。 （文章来源：南方财经网）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202602263655072579.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE 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最近走势不错，继续努力击破马圣加仓位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536641521160264","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536635129704520,"gmtCreate":1772035317912,"gmtModify":1772035320529,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"FSD连L3级别的自动驾驶都达不到谈什么上路？","listText":"FSD连L3级别的自动驾驶都达不到谈什么上路？","text":"FSD连L3级别的自动驾驶都达不到谈什么上路？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536635129704520","repostId":"2614088288","repostType":2,"repost":{"id":"2614088288","kind":"news","pubTimestamp":1772013824,"share":"https://www.laohu8.com/m/news/2614088288?lang=zh_CN&edition=full","pubTime":"2026-02-25 18:03","market":"us","language":"zh","title":"特斯拉Cybercab下线，无人驾驶还会远吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614088288","media":"汽车纵横AutoRe...","summary":"Cybercab是特斯拉专为自动驾驶而打造的车型，就在下线前不久，马斯克再次表示，该车将于2026年4月投入生产。据悉，Cybercab从概念阶段就被定义为一款无需人类驾驶员介入的交通工具，这一决策体现在车辆的每一个技术细节和用户体验维度。值得一提的是，特斯拉并不需要Cybercab满足所有乘客场景。根据规划，Cybercab将承担特斯拉Robotaxi网络的大部分订单，对于需要三、四个座位的乘客群体，Model Y将填补这一角色。","content":"<html><body><article><p>没有后视镜，没有方向盘，甚至没有刹车踏板——当一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Cybercab从得克萨斯州工厂缓缓下线时，仿佛在向全世界挥手：看，这就是未来。特斯拉首席执行官埃隆•马斯克随后在X平台上发文：“祝贺特斯拉团队造出第一台量产版 Cybercab！”</p><p>Cybercab是特斯拉专为自动驾驶而打造的车型，就在下线前不久，马斯克再次表示，该车将于2026年4月投入生产。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/IbZrRW6UdMgrSz1dSHffgh1AMlFTia2OdQ0vdNSvzaHa1U1YSvK7FBPEjdHrm48QWXNqxumQGLAmtgzplZXNBmHDO3NkdAbu12SBKOvvatPY/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>无人驾驶的未来，真的已经不远了吗？</p><p>今年1月，美国国家公路交通安全管理局（NHTSA）发布的数据显示，2025年7月至11月，特斯拉Robotaxi车队（自动驾驶出租车）在累计行驶约50万英里期间共报告9起低速碰撞事故，平均每5.5万英里发生一次（事故），事故率是人类司机的9倍。前不久，特斯拉向加州公用事业委员会（CPUC）提交的最新文件也变相承认，Robotaxi服务运行时仍离不开车内人类驾驶员与本土远程操作员的双重监管。</p><p>现实，似乎依旧比想象“骨感”。</p><p>从“车企”向“人工智能+机器人”</p><p>公司转型</p><p>Cybercab的下线绝非推出一款新品这么简单，而是特斯拉从“车企”向“人工智能+机器人”公司转型的重要一步，这从Cybercab最初就不是为人类驾驶而设计就可见一斑。</p><p>据悉，Cybercab从概念阶段就被定义为一款无需人类驾驶员介入的交通工具，这一决策体现在车辆的每一个技术细节和用户体验维度。根据特斯拉在2024年10月“We, Robot”发布会上的阐述，Cybercab的设计团队被赋予了前所未有的自由度：彻底摆脱人类驾驶员的存在约束，重新思考个人移动性的本质形态。为此，车辆A柱设计得更纤细以改善空气动力学，前舱空间大幅压缩，座舱完全围绕乘客体验进行对称布局。车辆从“被驾驶的工具”转变为“服务的提供者”，乘客从“操作者”转变为纯粹的“使用者”。</p><p>根据2026年2月马斯克在社交媒体上发布的信息，量产版Cybercab将坚持无方向盘、无踏板的激进配置，不会配备可弹出的辅助转向装置。出于对共享出行市场需求的洞察，Cybercab采用双座配置，并配备鸥翼门设计——目的在于方便乘客在狭窄车位上下车。乘客进入车内会发现，除了座椅外，舱内只有中间配备的一块21英寸中控屏，用来显示行程、调节空调、播放娱乐内容，是乘客与车辆唯一的交互窗口。在2025年第四季度及全年财报电话会议上，特斯拉车辆工程副总裁拉尔斯•莫拉维指出，当前超过90%的车辆行驶里程乘客数量不超过两人，这直接影响了Cybercab的设计。</p><p>值得一提的是，特斯拉并不需要Cybercab满足所有乘客场景。根据规划，Cybercab将承担特斯拉Robotaxi网络的大部分订单，对于需要三、四个座位的乘客群体，Model Y将填补这一角色。针对高端需求或大家庭使用场景，特斯拉将提供加长轴距的Model Y L。至于更大规模的团体出行或商业运输需求，特斯拉已发布的Robovan可容纳超过十人。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/IbZrRW6UdMia3JLicjR5X1A8UlWkpKHUxGUITc7ibWX8cz57rSzhUQLWA6BfTFXx8Ec9PU0foLCEDTVnhjkAbAHsbWNzKaia2A9rUFuUljw3icEQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>Robovan</p><p>应当指出的是，特斯拉在向“人工智能+机器人”公司转型这条道路上前进得尤为坚决，甚至有些“激进”。今年1月，马斯克在投资者电话会议上表示：\"现在基本上是时候结束Model S和X项目了。我们预计下个季度将逐步停止S和X的生产。\"马斯克说，位于加利福尼亚州弗里蒙特的Model S和X工厂将被改造用于生产特斯拉即将推出的Optimus机器人。</p><p>突飞猛进的FSD</p><p>尽管从诞生之初就饱受争议，但无人能够否认，特斯拉FSD（Full-Self Driving，即“完全自动驾驶”）的进化速度远超常人想象，并已经成为了其在智能出行领域的“独门绝技”，更是Cybercab能够勇于放弃方向盘和踏板的最大底气。</p><p>FSD的发布可追溯至2020年第三季度，当时发布的是FSD Beta（测试版）版本。2021年7月10日，特斯拉正式向约2000名美国用户推送了“完全自动驾驶”FSD Beta V9版本，其独特之处在于摒弃了毫米波雷达、超声波雷达等传感器，采用纯视觉的自动驾驶方案。彼时，特斯拉推出了基于Transformer的BEV感知方案，这是大模型技术在自动驾驶行业的首次亮相。随后，特斯拉用了三年时间实现了FSD的全面升级，最终在2024年发布了FSD V12（Supervised）版本。</p><p>值得注意的是，此时FSD名称里已不再标注“beta”（测试）字样，技术表现也呈现出突飞猛进的态势。从当时一些用户的反馈来看，虽然存在一些质疑和问题，但“更丝滑”“更拟人”是常见评价，不少实测视频都显示，面对复杂的施工路段、夜晚临时路桩、飞扬的纸袋、路过的动物等，特斯拉FSD均能做出灵活且准确的反应。</p><p>2024年12月5日，特斯拉发布了FSD V13.2。由于采用了基于HW4.0硬件的全分辨率图像处理平台，并在AI模型运行速度上实现了突破，决策速度提高了2倍，新版本的FSD取得了不少突破。包括：在停车场直接启动自动驾驶，无需像之前一样提前设置导航，以及增强了纯视觉倒车功能，不仅可以在停车时自动倒车，还能执行三点掉头等复杂操作。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/IbZrRW6UdMjHDc65NbdK05P7TgDfUfZOm1UHXyyz2xYZxEC7UnrPvXVlsyCXmxia8W0EQw5icuyDH6icT6tvqcFk6r9MePb1s5KTYrhyibpS3Is/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>2025年10月7日，随着软件版本2025.32.8.5的正式推送，特斯拉FSD进入了V14时代。这一版本的FSD核心目标不再局限于“辅助驾驶”，而是致力于向真正的完全自主驾驶迈进。2026年2月22日，特斯拉官方社交媒体账号发布了最新的测试视频，展示FSD Supervised系统在欧洲道路环境下的技术突破。测试车辆在荷兰狭窄车道行驶中，实时捕捉并解析前方人员手势指令，据此执行前进或停车操作，展现接近人类驾驶员的判断能力。马斯克随后转发视频并确认：“特斯拉自动驾驶系统现在可以识别手势信号。”</p><p>距离真正落地还有时日</p><p>2025年11月15日，特斯拉官网在全新板块中公布了完全FSD（受驾驶员监督）的详细安全报告。</p><p>根据报告内容，特斯拉FSD监督版已累计行驶超过82亿英里，其中超过30亿英里是在城市驾驶条件下行驶的。特斯拉声称，FSD系统的事故率远低于美国平均水平，在北美地区，使用FSD系统的车主平均行驶约500万英里才会经历一次重大碰撞，而轻微碰撞的间隔里程也达到了约150万英里。相比之下，全美驾驶员平均每行驶69.9万英里就会发生一次重大碰撞，FSD在重大事故预防方面的表现是平均水平的7倍以上。特斯拉承诺，将每季度更新这份安全数据，采用“滚动12个月”的统计方式。</p><p>然而，今年1月，美国国家公路交通安全管理局（NHTSA）公开的数据显示，2025年7月至11月，特斯拉Robotaxi车队（自动驾驶出租车）在累计行驶约50万英里期间共报告9起低速碰撞事故，平均每5.5万英里发生一次（事故），事故率是人类司机的9倍。相比之下，美国人类司机平均每20万至50万英里才发生一次事故。</p><p>事实上，特斯拉日前在向加州公用事业委员会（CPUC）提交的最新文件中，也变相承认其Robotaxi服务运行时仍离不开车内人类驾驶员与本土远程操作员的双重监管。文件显示，特斯拉的网约车服务依托TCP车辆，搭载SAE L2级辅助驾驶系统FSD（监督模式），按定义必须始终有持证人类驾驶员坐在驾驶位实时监控。除车内司机外，特斯拉还在奥斯汀与<a href=\"https://laohu8.com/S/00737\">湾区</a>部署了本土远程操作员作为第二层保障，这些人员需持有DMV要求的驾照并通过严格背景审查与药检、酒测。</p><p>基于此，特斯拉Cybercab的下线，与其说是无人驾驶时代“即将到来”的冲锋号，不如说是一块验证技术可行性的重要“试金石”。它确实证明了技术端已具备雏形——纯视觉方案和端到端大模型可以支撑车辆在没有人工干预的情况下运行较长的时间与距离，但这离真正的“无人驾驶”还有不短的距离。</p><p>从行业现状来看，技术突破与商业化落地之间仍横亘着两大鸿沟：一是安全冗余，目前的无人驾驶系统的安全可靠性尚未达到足以大规模铺开的水平；另一个则是法规与社会信任。以美国为例，美国联邦机动车安全标准在制定时是以方向盘等人控系统为前提的，这意味着特斯拉Cybercab若无法满足相关要求，可能需要获得监管机构的特别批准。就算法规允许，公众是否会信任并买单，同样是一道必解的难题。</p><p>特斯拉Cybercab的下线，像是在无人驾驶的黎明前点燃了一支火把，照亮了方向，但距离真正的光明到来，还需要技术、法规与基础设施的不断完善。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/iaDtdqictRU0icAfYaqQM5b6NaTQZ73ekWbVUj7iaCGHtRCTpWs3gLfO8Pu99l8f1wBibOvsEZgGSI4JgTsY5tynyOg/640?wx_fmt=png&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1\"/><img src=\"\"/><p>图片：来自网络</p><p>文章：汽车<a href=\"https://laohu8.com/S/688070\">纵横</a></p><p>排版：汽车纵横</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/619MM7S4ZrQWPR4DicqROCOJuDKogXFbU90icjsic2HDhliamycZLFA3ia9pCPhtLV0fQ9orCvSycmEKhDFiaLV81HfQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_gif/619MM7S4ZrRMNiasCVNJibDlp1QonTiaUbdnU6tnibNMEWTnuoiarKD1Wlql1OjqCsZpkgm5EgDicHWGhdCibqeniax57g/640?wx_fmt=gif\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Cybercab下线，无人驾驶还会远吗？</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Cybercab下线，无人驾驶还会远吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 18:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181738a4c6da25&s=b><strong>汽车纵横AutoRe...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>没有后视镜，没有方向盘，甚至没有刹车踏板——当一辆特斯拉Cybercab从得克萨斯州工厂缓缓下线时，仿佛在向全世界挥手：看，这就是未来。特斯拉首席执行官埃隆•马斯克随后在X平台上发文：“祝贺特斯拉团队造出第一台量产版 Cybercab！”Cybercab是特斯拉专为自动驾驶而打造的车型，就在下线前不久，马斯克再次表示，该车将于2026年4月投入生产。无人驾驶的未来，真的已经不远了吗？今年1月，美国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181738a4c6da25&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4604":"机器人概念","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181738a4c6da25&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614088288","content_text":"没有后视镜，没有方向盘，甚至没有刹车踏板——当一辆特斯拉Cybercab从得克萨斯州工厂缓缓下线时，仿佛在向全世界挥手：看，这就是未来。特斯拉首席执行官埃隆•马斯克随后在X平台上发文：“祝贺特斯拉团队造出第一台量产版 Cybercab！”Cybercab是特斯拉专为自动驾驶而打造的车型，就在下线前不久，马斯克再次表示，该车将于2026年4月投入生产。无人驾驶的未来，真的已经不远了吗？今年1月，美国国家公路交通安全管理局（NHTSA）发布的数据显示，2025年7月至11月，特斯拉Robotaxi车队（自动驾驶出租车）在累计行驶约50万英里期间共报告9起低速碰撞事故，平均每5.5万英里发生一次（事故），事故率是人类司机的9倍。前不久，特斯拉向加州公用事业委员会（CPUC）提交的最新文件也变相承认，Robotaxi服务运行时仍离不开车内人类驾驶员与本土远程操作员的双重监管。现实，似乎依旧比想象“骨感”。从“车企”向“人工智能+机器人”公司转型Cybercab的下线绝非推出一款新品这么简单，而是特斯拉从“车企”向“人工智能+机器人”公司转型的重要一步，这从Cybercab最初就不是为人类驾驶而设计就可见一斑。据悉，Cybercab从概念阶段就被定义为一款无需人类驾驶员介入的交通工具，这一决策体现在车辆的每一个技术细节和用户体验维度。根据特斯拉在2024年10月“We, Robot”发布会上的阐述，Cybercab的设计团队被赋予了前所未有的自由度：彻底摆脱人类驾驶员的存在约束，重新思考个人移动性的本质形态。为此，车辆A柱设计得更纤细以改善空气动力学，前舱空间大幅压缩，座舱完全围绕乘客体验进行对称布局。车辆从“被驾驶的工具”转变为“服务的提供者”，乘客从“操作者”转变为纯粹的“使用者”。根据2026年2月马斯克在社交媒体上发布的信息，量产版Cybercab将坚持无方向盘、无踏板的激进配置，不会配备可弹出的辅助转向装置。出于对共享出行市场需求的洞察，Cybercab采用双座配置，并配备鸥翼门设计——目的在于方便乘客在狭窄车位上下车。乘客进入车内会发现，除了座椅外，舱内只有中间配备的一块21英寸中控屏，用来显示行程、调节空调、播放娱乐内容，是乘客与车辆唯一的交互窗口。在2025年第四季度及全年财报电话会议上，特斯拉车辆工程副总裁拉尔斯•莫拉维指出，当前超过90%的车辆行驶里程乘客数量不超过两人，这直接影响了Cybercab的设计。值得一提的是，特斯拉并不需要Cybercab满足所有乘客场景。根据规划，Cybercab将承担特斯拉Robotaxi网络的大部分订单，对于需要三、四个座位的乘客群体，Model Y将填补这一角色。针对高端需求或大家庭使用场景，特斯拉将提供加长轴距的Model Y L。至于更大规模的团体出行或商业运输需求，特斯拉已发布的Robovan可容纳超过十人。Robovan应当指出的是，特斯拉在向“人工智能+机器人”公司转型这条道路上前进得尤为坚决，甚至有些“激进”。今年1月，马斯克在投资者电话会议上表示：\"现在基本上是时候结束Model S和X项目了。我们预计下个季度将逐步停止S和X的生产。\"马斯克说，位于加利福尼亚州弗里蒙特的Model S和X工厂将被改造用于生产特斯拉即将推出的Optimus机器人。突飞猛进的FSD尽管从诞生之初就饱受争议，但无人能够否认，特斯拉FSD（Full-Self Driving，即“完全自动驾驶”）的进化速度远超常人想象，并已经成为了其在智能出行领域的“独门绝技”，更是Cybercab能够勇于放弃方向盘和踏板的最大底气。FSD的发布可追溯至2020年第三季度，当时发布的是FSD Beta（测试版）版本。2021年7月10日，特斯拉正式向约2000名美国用户推送了“完全自动驾驶”FSD Beta V9版本，其独特之处在于摒弃了毫米波雷达、超声波雷达等传感器，采用纯视觉的自动驾驶方案。彼时，特斯拉推出了基于Transformer的BEV感知方案，这是大模型技术在自动驾驶行业的首次亮相。随后，特斯拉用了三年时间实现了FSD的全面升级，最终在2024年发布了FSD V12（Supervised）版本。值得注意的是，此时FSD名称里已不再标注“beta”（测试）字样，技术表现也呈现出突飞猛进的态势。从当时一些用户的反馈来看，虽然存在一些质疑和问题，但“更丝滑”“更拟人”是常见评价，不少实测视频都显示，面对复杂的施工路段、夜晚临时路桩、飞扬的纸袋、路过的动物等，特斯拉FSD均能做出灵活且准确的反应。2024年12月5日，特斯拉发布了FSD V13.2。由于采用了基于HW4.0硬件的全分辨率图像处理平台，并在AI模型运行速度上实现了突破，决策速度提高了2倍，新版本的FSD取得了不少突破。包括：在停车场直接启动自动驾驶，无需像之前一样提前设置导航，以及增强了纯视觉倒车功能，不仅可以在停车时自动倒车，还能执行三点掉头等复杂操作。2025年10月7日，随着软件版本2025.32.8.5的正式推送，特斯拉FSD进入了V14时代。这一版本的FSD核心目标不再局限于“辅助驾驶”，而是致力于向真正的完全自主驾驶迈进。2026年2月22日，特斯拉官方社交媒体账号发布了最新的测试视频，展示FSD 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19:19","market":"us","language":"zh","title":"马斯克有意在月球建造巨型电磁弹射装置，发射卫星进入地球轨道","url":"https://stock-news.laohu8.com/highlight/detail?id=1121389848","media":"老虎资讯综合","summary":"更便捷部署专用于AI的数据中心卫星网络。","content":"<html><head></head><body><p>据多家媒体23日报道，为更便捷部署专用于人工智能(AI)的数据中心卫星网络，美国太空探索技术公司首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。</p><p>据法国未来科学网站报道，马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，由前者发射卫星进入地球轨道。太空探索技术公司不久前向美联邦通信委员会提交申请，拟在近地轨道部署由多达100万颗卫星组成的系统，构建在轨数据中心网络，以支持AI等高性能计算需求。（新华社）</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>马斯克有意在月球建造巨型电磁弹射装置，发射卫星进入地球轨道</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马斯克有意在月球建造巨型电磁弹射装置，发射卫星进入地球轨道\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\">2026-02-24 19:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据多家媒体23日报道，为更便捷部署专用于人工智能(AI)的数据中心卫星网络，美国太空探索技术公司首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。</p><p>据法国未来科学网站报道，马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，由前者发射卫星进入地球轨道。太空探索技术公司不久前向美联邦通信委员会提交申请，拟在近地轨道部署由多达100万颗卫星组成的系统，构建在轨数据中心网络，以支持AI等高性能计算需求。（新华社）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1069756ed6af0faf6f94eb8ab4bf23bc","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121389848","content_text":"据多家媒体23日报道，为更便捷部署专用于人工智能(AI)的数据中心卫星网络，美国太空探索技术公司首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。据法国未来科学网站报道，马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，由前者发射卫星进入地球轨道。太空探索技术公司不久前向美联邦通信委员会提交申请，拟在近地轨道部署由多达100万颗卫星组成的系统，构建在轨数据中心网络，以支持AI等高性能计算需求。（新华社）","news_type":1,"symbols_score_info":{"DXYZ":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536060749980640,"gmtCreate":1771895182236,"gmtModify":1771897606838,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"难道fsd没有虚假宣传吗？英文全称本身都是名不副实的了，人不要脸天下无敌。","listText":"难道fsd没有虚假宣传吗？英文全称本身都是名不副实的了，人不要脸天下无敌。","text":"难道fsd没有虚假宣传吗？英文全称本身都是名不副实的了，人不要脸天下无敌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536060749980640","repostId":"2613485753","repostType":2,"repost":{"id":"2613485753","kind":"news","pubTimestamp":1771886040,"share":"https://www.laohu8.com/m/news/2613485753?lang=zh_CN&edition=full","pubTime":"2026-02-24 06:34","market":"fut","language":"zh","title":"特斯拉起诉加州机动车辆管理局，要求撤销其就FSD存在虚假宣传的裁决","url":"https://stock-news.laohu8.com/highlight/detail?id=2613485753","media":"环球市场播报","summary":"特斯拉正起诉加州机动车辆管理局，要求撤销一项裁决。该裁决认定这家车企因虚假宣传车辆自动驾驶能力而违反法律。　　此次诉讼提起两个月前，加州行政听证办公室裁定特斯拉存在虚假宣传行为，并表示 DMV 可暂停该公司在加州的汽车生产或销售牌照。截至 2 月 17 日，该机构表示特斯拉已完成适当整改，无需暂停牌照。特斯拉也未立即回应置评请求。该案最终判决特斯拉向遇难者家属和一名受伤幸存者支付2.43 亿美元赔偿金。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f981916dc9763fd9859af0b4566b01e4\" tg-width=\"550\" tg-height=\"309\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正起诉<strong>加州机动车辆管理局（DMV）</strong>，要求撤销一项裁决。该裁决认定这家车企因虚假宣传车辆自动驾驶能力而违反法律。</p><p>此次诉讼提起两个月前，加州行政听证办公室裁定特斯拉存在<strong>虚假宣传行为</strong>，并表示 DMV 可暂停该公司在加州的汽车生产或销售牌照。</p><p>DMV 并未直接处罚，而是要求特斯拉整改营销用语。截至 2 月 17 日，该机构表示特斯拉已完成适当整改，无需暂停牌照。</p><p>但将未来大量押注在无人驾驶出租车上的特斯拉，要求 DMV 做出更多让步。在 2 月 13 日提交的诉状中，该公司律师指控 DMV “不当且毫无依据地” 将特斯拉此前使用的 “Autopilot（自动辅助驾驶）” 和 “Full Self‑Driving（完全自动驾驶）” 定义为<strong>虚假宣传</strong>。</p><p>特斯拉目前将其部分自动化驾驶辅助系统更名为“完全自动驾驶（辅助模式）”，并仅以订阅形式提供。过去，特斯拉将部分自动驾驶功能分为基础版 Autopilot、增强版 Autopilot 和 FSD 多个等级，并向部分用户开放测试版或早期新功能权限，这些功能并未完全完善。该公司此前曾以一次性 upfront 费用销售这些系统。</p><p>DMV 暂未立即置评。特斯拉也未立即回应置评请求。</p><p>特斯拉 CEO 埃隆・马斯克长期向投资者和客户承诺，公司车辆可通过 OTA 软件升级逐步变成可用于无人驾驶出租车的车辆。尽管系统越来越先进，但这一目标至今仍未实现。</p><p>在去年电动汽车销量下滑后，特斯拉未来的成功<strong>高度依赖</strong>能否推出真正的无人驾驶系统，让车辆在无需人类随时操控方向盘和刹车的情况下安全行驶。</p><p>目前，特斯拉正在得克萨斯州奥斯汀对少量自动驾驶车辆进行无人驾驶出租车试点测试。上周，该公司宣布在得州开始生产即将推出的<strong>Cybercab</strong>—— 一款设计为无方向盘、无踏板的双座车型。</p><p>多年来，特斯拉的宣传一直暗示其系统可在驾驶员无需集中注意力的情况下安全使用。例如 2018 年，马斯克在 CBS《60 分钟》节目中驾驶一辆开启 Autopilot 的 Model 3，记者莱斯利・斯塔尔坐在副驾。马斯克双手离开方向盘，并告诉斯塔尔自己 “什么都没做”，车辆正在自主行驶。</p><p>然而，特斯拉用户手册明确规定，驾驶员在使用 FSD（辅助模式）功能时<strong>必须全程关注路况</strong>。</p><p>在提交给加州行政听证办公室的文件中，加州 DMV 的律师指出，特斯拉对 “Autopilot” 和 “Full Self‑Driving” 的营销<strong>虚假暗示</strong>车辆可自主运行。</p><p>特斯拉律师则辩称，DMV 从未证明加州消费者被误导，以为车辆可在无人操控下安全行驶。</p><p>特斯拉律师称，在用户购买或使用任何搭载 Autopilot 或 FSD 功能的特斯拉时，<strong>都会看到清晰且反复的提示声明</strong>：这些系统并不能让车辆实现完全自动驾驶。</p><p>在加州法院审理的另一起集体诉讼中，购买 FSD、期望车辆日后升级为无人驾驶出租车的消费者正在要求退款。</p><p>特斯拉还曾在一起涉及 Autopilot 的致命车祸中被判承担部分责任。庭审中，车主称自己开车时手机掉落，弯腰去捡，认为车辆的增强版 Autopilot 系统遇到障碍物会自动刹车。该案最终判决特斯拉向遇难者家属和一名受伤幸存者支付<strong>2.43 亿美元</strong>赔偿金。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉起诉加州机动车辆管理局，要求撤销其就FSD存在虚假宣传的裁决</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特斯拉起诉加州机动车辆管理局，要求撤销其就FSD存在虚假宣传的裁决\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 06:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/world/2026-02-24/doc-inhnweyw9172960.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉正起诉加州机动车辆管理局（DMV），要求撤销一项裁决。该裁决认定这家车企因虚假宣传车辆自动驾驶能力而违反法律。此次诉讼提起两个月前，加州行政听证办公室裁定特斯拉存在虚假宣传行为，并表示 DMV 可暂停该公司在加州的汽车生产或销售牌照。DMV 并未直接处罚，而是要求特斯拉整改营销用语。截至 2 月 17 日，该机构表示特斯拉已完成适当整改，无需暂停牌照。但将未来大量押注在无人驾驶出租车上的...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2026-02-24/doc-inhnweyw9172960.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f981916dc9763fd9859af0b4566b01e4","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","07766":"南方两倍做多特斯拉","TESL":"Simplify Volt TSLA Revolution ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 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可暂停该公司在加州的汽车生产或销售牌照。DMV 并未直接处罚，而是要求特斯拉整改营销用语。截至 2 月 17 日，该机构表示特斯拉已完成适当整改，无需暂停牌照。但将未来大量押注在无人驾驶出租车上的特斯拉，要求 DMV 做出更多让步。在 2 月 13 日提交的诉状中，该公司律师指控 DMV “不当且毫无依据地” 将特斯拉此前使用的 “Autopilot（自动辅助驾驶）” 和 “Full Self‑Driving（完全自动驾驶）” 定义为虚假宣传。特斯拉目前将其部分自动化驾驶辅助系统更名为“完全自动驾驶（辅助模式）”，并仅以订阅形式提供。过去，特斯拉将部分自动驾驶功能分为基础版 Autopilot、增强版 Autopilot 和 FSD 多个等级，并向部分用户开放测试版或早期新功能权限，这些功能并未完全完善。该公司此前曾以一次性 upfront 费用销售这些系统。DMV 暂未立即置评。特斯拉也未立即回应置评请求。特斯拉 CEO 埃隆・马斯克长期向投资者和客户承诺，公司车辆可通过 OTA 软件升级逐步变成可用于无人驾驶出租车的车辆。尽管系统越来越先进，但这一目标至今仍未实现。在去年电动汽车销量下滑后，特斯拉未来的成功高度依赖能否推出真正的无人驾驶系统，让车辆在无需人类随时操控方向盘和刹车的情况下安全行驶。目前，特斯拉正在得克萨斯州奥斯汀对少量自动驾驶车辆进行无人驾驶出租车试点测试。上周，该公司宣布在得州开始生产即将推出的Cybercab—— 一款设计为无方向盘、无踏板的双座车型。多年来，特斯拉的宣传一直暗示其系统可在驾驶员无需集中注意力的情况下安全使用。例如 2018 年，马斯克在 CBS《60 分钟》节目中驾驶一辆开启 Autopilot 的 Model 3，记者莱斯利・斯塔尔坐在副驾。马斯克双手离开方向盘，并告诉斯塔尔自己 “什么都没做”，车辆正在自主行驶。然而，特斯拉用户手册明确规定，驾驶员在使用 FSD（辅助模式）功能时必须全程关注路况。在提交给加州行政听证办公室的文件中，加州 DMV 的律师指出，特斯拉对 “Autopilot” 和 “Full Self‑Driving” 的营销虚假暗示车辆可自主运行。特斯拉律师则辩称，DMV 从未证明加州消费者被误导，以为车辆可在无人操控下安全行驶。特斯拉律师称，在用户购买或使用任何搭载 Autopilot 或 FSD 功能的特斯拉时，都会看到清晰且反复的提示声明：这些系统并不能让车辆实现完全自动驾驶。在加州法院审理的另一起集体诉讼中，购买 FSD、期望车辆日后升级为无人驾驶出租车的消费者正在要求退款。特斯拉还曾在一起涉及 Autopilot 的致命车祸中被判承担部分责任。庭审中，车主称自己开车时手机掉落，弯腰去捡，认为车辆的增强版 Autopilot 系统遇到障碍物会自动刹车。该案最终判决特斯拉向遇难者家属和一名受伤幸存者支付2.43 亿美元赔偿金。","news_type":1,"symbols_score_info":{"CRSH":0.6,"TSLO":0.6,"TSII":0.6,"TLA":0.6,"TSL":0.6,"TSLZ":0.6,"TSLG":0.6,"TSDD":0.6,"TSLY":0.6,"TSLP":0.6,"TSLW":0.6,"TESL":0.6,"TSLA":1.96,"TSLQ":0.6,"TSLR":0.6,"07766":0.6,"TSLS":0.6,"TSLI":0.6,"TSLT":0.6,"TSYY":0.6,"TEST":0.6}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535944762197456,"gmtCreate":1771866785156,"gmtModify":1771866787713,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"可惜某些人依旧不改吹牛本性，可能因为2.43亿在他眼里不过是毛毛雨吧。","listText":"可惜某些人依旧不改吹牛本性，可能因为2.43亿在他眼里不过是毛毛雨吧。","text":"可惜某些人依旧不改吹牛本性，可能因为2.43亿在他眼里不过是毛毛雨吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535944762197456","repostId":"2613998735","repostType":2,"repost":{"id":"2613998735","kind":"news","pubTimestamp":1771862542,"share":"https://www.laohu8.com/m/news/2613998735?lang=zh_CN&edition=full","pubTime":"2026-02-24 00:02","market":"us","language":"zh","title":"特斯拉被判赔24.3亿美元！Autopilot神话正在崩塌","url":"https://stock-news.laohu8.com/highlight/detail?id=2613998735","media":"汽车产业前线观察","summary":"2025年8月，陪审团认定：特斯拉对事故负有33%责任，因其Autopilot系统缺乏有效监控机制，且长期通过营销话术诱导用户过度信任。据媒体披露，目前全美至少有数十起Autopilot相关诉讼在审。特斯拉正疯狂和解以避免更多不利证据曝光，但财务压力剧增。当特斯拉终于摘下“Autopilot”招牌，或许才真正迈出了负责任的第一步。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260224003223781v201ylj0q9pywwx\"/><p>一场本可避免的悲剧</p><p>时间回到2019年，佛罗里达州基拉戈。车主George McGee驾驶Model S开启Autopilot，低头捡手机，车辆以62英里/小时（约100km/h）冲过停标志和闪烁红灯，撞上一辆静止的雪佛兰Tahoe——<strong>22岁的Naibel当场身亡，26岁男友Dillon重伤致残</strong>。</p><p>2025年8月，陪审团认定：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>对事故负有33%责任，因其Autopilot系统缺乏有效监控机制，且长期通过营销话术诱导用户过度信任。最终判赔4300万美元补偿金 + 2亿美元惩罚性赔偿。</p><p>讽刺的是，特斯拉曾在庭前拒绝6000万美元和解——如今代价翻了四倍。</p><p>“特斯拉的谎言和严重失职，直接导致了这场本可避免的死亡。”</p><p>——原告代理律师 Brett Schreiber</p><p><strong>从“技术先锋”到“法律被告”</strong></p><p>多年来，特斯拉将Autopilot包装成“未来已来”的象征。马斯克多次宣称“完全自动驾驶即将实现”，甚至将FSD（Full Self-Driving）作为高端卖点，售价高达1.2万美元。</p><p>但现实是：<strong>Autopilot从未达到L3级自动驾驶标准，仍属L2辅助驾驶</strong>。它无法识别静止障碍物、无驾驶员状态监控、更无地理围栏限制。而特斯拉却放任用户在高速上睡觉、玩手机——出事就一句“请手握方向盘”。</p><p>如今，司法系统终于说“不”。法官Beth Bloom在裁决书中直言：“证据充分支持陪审团结论，特斯拉的论点毫无新意。”</p><p>️ 监管重锤接连落下：</p><p>• 2025年12月，加州法院裁定“Autopilot”名称具有误导性，违反州法；</p><p>• 2026年2月，特斯拉被迫在美加市场全面弃用“Autopilot”品牌；</p><p>• 多起类似诉讼已达成和解，包括一宗致15岁少年死亡的案件。</p><p><strong>当“监督驾驶”成为免责盾牌，悲剧只会重演</strong></p><p>正如一位网友尖锐指出：</p><p><strong>“你说需要监督，却不给监督工具；你说不是自动驾驶，却用‘FSD’命名——这不是技术问题，是诚信危机。”</strong></p><p>更令人忧心的是，这套被证明存在缺陷的系统，正是特斯拉计划用于2026年推出的Cybercab无人驾驶出租车的核心技术。如果连人类监督下的L2都漏洞百出，何谈“无人”？</p><p><strong>雪崩已至：数十起诉讼正在排队</strong></p><p>此案如同打开<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒。据媒体披露，目前全美至少有数十起Autopilot相关诉讼在审。仅2026年1月，就有一起Model X失控致全家四口死亡的惨案提起诉讼。</p><p>特斯拉正疯狂和解以避免更多不利证据曝光，但财务压力剧增。分析师预估：<strong>未来三年，特斯拉或面临</strong><a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的法律赔偿与和解支出。</p><p><strong>结语：技术狂想，不能凌驾于生命之上</strong></p><p>Autopilot曾是特斯拉最闪亮的标签，如今却成了最沉重的枷锁。这场24.3亿美元的判决，不只是金钱损失，更是对其“激进营销+技术冒进”模式的终极审判。</p><p><strong>真正的智能，不是让车自己开，而是确保万一行差踏错时，依然能守护生命</strong>。</p><p>当特斯拉终于摘下“Autopilot”招牌，或许才真正迈出了负责任的第一步。但对那些逝去的生命而言，这一步，来得太迟。</p><p>你还相信特斯拉的“完全自动驾驶”吗？</p><p><strong>或者，你认为所有车企都该为辅助驾驶设定更严边界？</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉被判赔24.3亿美元！Autopilot神话正在崩塌</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特斯拉被判赔24.3亿美元！Autopilot神话正在崩塌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022400324197a6bc6a&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场本可避免的悲剧时间回到2019年，佛罗里达州基拉戈。车主George McGee驾驶Model S开启Autopilot，低头捡手机，车辆以62英里/小时（约100km/h）冲过停标志和闪烁红灯，撞上一辆静止的雪佛兰Tahoe——22岁的Naibel当场身亡，26岁男友Dillon重伤致残。2025年8月，陪审团认定：特斯拉对事故负有33%责任，因其Autopilot系统缺乏有效监控机制，且...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022400324197a6bc6a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" 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ETF","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022400324197a6bc6a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613998735","content_text":"一场本可避免的悲剧时间回到2019年，佛罗里达州基拉戈。车主George McGee驾驶Model S开启Autopilot，低头捡手机，车辆以62英里/小时（约100km/h）冲过停标志和闪烁红灯，撞上一辆静止的雪佛兰Tahoe——22岁的Naibel当场身亡，26岁男友Dillon重伤致残。2025年8月，陪审团认定：特斯拉对事故负有33%责任，因其Autopilot系统缺乏有效监控机制，且长期通过营销话术诱导用户过度信任。最终判赔4300万美元补偿金 + 2亿美元惩罚性赔偿。讽刺的是，特斯拉曾在庭前拒绝6000万美元和解——如今代价翻了四倍。“特斯拉的谎言和严重失职，直接导致了这场本可避免的死亡。”——原告代理律师 Brett Schreiber从“技术先锋”到“法律被告”多年来，特斯拉将Autopilot包装成“未来已来”的象征。马斯克多次宣称“完全自动驾驶即将实现”，甚至将FSD（Full Self-Driving）作为高端卖点，售价高达1.2万美元。但现实是：Autopilot从未达到L3级自动驾驶标准，仍属L2辅助驾驶。它无法识别静止障碍物、无驾驶员状态监控、更无地理围栏限制。而特斯拉却放任用户在高速上睡觉、玩手机——出事就一句“请手握方向盘”。如今，司法系统终于说“不”。法官Beth Bloom在裁决书中直言：“证据充分支持陪审团结论，特斯拉的论点毫无新意。”️ 监管重锤接连落下：• 2025年12月，加州法院裁定“Autopilot”名称具有误导性，违反州法；• 2026年2月，特斯拉被迫在美加市场全面弃用“Autopilot”品牌；• 多起类似诉讼已达成和解，包括一宗致15岁少年死亡的案件。当“监督驾驶”成为免责盾牌，悲剧只会重演正如一位网友尖锐指出：“你说需要监督，却不给监督工具；你说不是自动驾驶，却用‘FSD’命名——这不是技术问题，是诚信危机。”更令人忧心的是，这套被证明存在缺陷的系统，正是特斯拉计划用于2026年推出的Cybercab无人驾驶出租车的核心技术。如果连人类监督下的L2都漏洞百出，何谈“无人”？雪崩已至：数十起诉讼正在排队此案如同打开潘多拉魔盒。据媒体披露，目前全美至少有数十起Autopilot相关诉讼在审。仅2026年1月，就有一起Model X失控致全家四口死亡的惨案提起诉讼。特斯拉正疯狂和解以避免更多不利证据曝光，但财务压力剧增。分析师预估：未来三年，特斯拉或面临数百亿美元的法律赔偿与和解支出。结语：技术狂想，不能凌驾于生命之上Autopilot曾是特斯拉最闪亮的标签，如今却成了最沉重的枷锁。这场24.3亿美元的判决，不只是金钱损失，更是对其“激进营销+技术冒进”模式的终极审判。真正的智能，不是让车自己开，而是确保万一行差踏错时，依然能守护生命。当特斯拉终于摘下“Autopilot”招牌，或许才真正迈出了负责任的第一步。但对那些逝去的生命而言，这一步，来得太迟。你还相信特斯拉的“完全自动驾驶”吗？或者，你认为所有车企都该为辅助驾驶设定更严边界？","news_type":1,"symbols_score_info":{"TSLZ":0.6,"TSLS":0.6,"TSLI":0.6,"07766":0.6,"TSLA":1.98,"TSII":0.6,"TSLW":0.6,"TESL":0.6,"TSLY":0.6,"TSLQ":0.6,"TSLG":0.6,"CRSH":0.6,"TSYY":0.6,"TSL":0.6,"TSLR":0.6,"TSDD":0.6,"TSLO":0.6,"TSLP":0.6,"TLA":0.6,"TSLT":0.6,"TEST":0.6}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535841159262496,"gmtCreate":1771841567477,"gmtModify":1771841570413,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"主业已经被吹得不重要了[强]&nbsp; 马圣还是有一嘴的","listText":"主业已经被吹得不重要了[强]&nbsp; 马圣还是有一嘴的","text":"主业已经被吹得不重要了[强] 马圣还是有一嘴的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535841159262496","repostId":"2613270846","repostType":2,"repost":{"id":"2613270846","kind":"news","pubTimestamp":1771808814,"share":"https://www.laohu8.com/m/news/2613270846?lang=zh_CN&edition=full","pubTime":"2026-02-23 09:06","market":"us","language":"zh","title":"2026年1月特斯拉全球销量：预估不到8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2613270846","media":"芝能汽车","summary":"芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。02特斯拉亚洲销量◎中国特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。","content":"<html><body><article><p>芝能汽车出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>全球汽车销量虽然不是那么重要，但是在同等维度下，结合<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、奇瑞等车企的全球销量比较是有意义的。我们大致来梳理一下。</p><p><strong>01</strong></p><p><strong>特斯拉欧洲销量</strong></p><p>特斯拉在欧洲整体销量已经下降了，是明显走弱的，下面是个趋势图。</p><img src=\"https://inews.gtimg.com/om_bt/Oyy3hpxuhRDeDLoWUvLek2BefelyF-F7Cx10ZbNN3eaXAAA/0\"/><p>1月的情况不乐观，估计在8000以下。</p><p><strong>◎</strong>德国 1,924 台，同比 -59.5%；</p><p><strong>◎法国 -42%；</strong></p><p><strong>◎英国 -57%；</strong></p><p><strong>◎荷兰 -67%；</strong></p><p><strong>◎挪威 -88%。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OVYsyS_0YqkyWz7ImTx3yrC5Xr-NQjmbn2X5gDjAg1zIQAA/0\"/><p>德国、英国这种大基数市场，一旦需求回落，绝对销量下滑就很夸张，在英国已经 不是第一次被 BYD超越，荷兰份额降到 4.3%，挪威 -88%。</p><p>奥地利、意大利、西班牙、芬兰的基数比较小，所以还可以。问题在于供给增加以后，特斯拉的品牌价值在欧洲并没有那么牢固，价格和销售策略都有问题。</p><p><strong>02</strong></p><p><strong>特斯拉亚洲销量</strong></p><p><strong>◎中国</strong></p><img src=\"https://inews.gtimg.com/om_bt/O6EcLHvpw4AyqnaAwCm4mq78SsEzeqSOycvH6-OAAKNjUAA/0\"/><p>特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。</p><p>2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。</p><img src=\"https://inews.gtimg.com/om_bt/Ob8Xp4hF1wgmSQ2VLjJa1lVJgM6rJkL-GZRgkUHNRIKWIAA/0\"/><p><strong>◎</strong>中国香港 ：1月销量367辆，同比增长82%。</p><p><strong>◎</strong>韩国 ：1月销量1966辆，去年同期仅5辆，所以数据没办法比，市场份额升至9.38%，跻身进口车销量前三。</p><p><strong>◎</strong>日本 ：1月销量约1100辆（估），同比增长238%，受益于日本政府上调EV补贴至127万日元。</p><p><strong>◎</strong>新加坡 ：1月销量413辆，去年同期无销量，市场份额达9.7%。</p><p><strong>◎</strong>澳大利亚 501 台，同比 -32.2%。</p><img src=\"https://inews.gtimg.com/om_bt/O0Ctd1sKFBUx03WMmDGDs94fWv71c7WAWYfbJg4toqhPkAA/0\"/><p><strong>03</strong></p><p><strong>美洲，环境很艰难</strong></p><p>1月的情况美国 40,100 台，同比 -17%，加拿大 -72%，随着中国可以去加拿大销量，可能会好点。</p><img src=\"https://inews.gtimg.com/om_bt/OgBdm-BYR8hrQt84DdnJCJuNvbBuK58Ws8QxqDuaH6hwsAA/0\"/><p>2026年1-2月特斯拉也有一些利好消息，罗列一下：</p><p><strong>◎</strong>FSD Supervised累计驾驶超80亿英里（2026年前50天就新增10亿英里）</p><p><strong>◎</strong>Giga Texas第一辆Cybercab下线，无方向盘/踏板的Robotaxi量产车</p><p><strong>◎</strong>v14.2.x系列持续优化：包括v14.2.2.3、v14.2.2.4等子版本，用户反馈在雪天、白茫茫（whiteout）条件、施工区、长途跨州（LA到NY零干预）表现提升</p><p><strong>◎</strong>软件更新2026.2.3带来辅助功能如Child Left Alone Detection（儿童遗留检测）、更容易解锁充电线、Supercharger地图改进等。</p><p>语音提示FSD（voice commands for navigation/route changes）已在v14.2部分实现，Elon确认Q1内更多“reasoning”功能（如施工绕行、停车选项智能选择）会陆续上线。</p><p><strong>小结</strong></p><p>现在特斯拉的汽车销量也许并不是首要关注的问题，需要看机器人和Robotaxi后续怎么样了。</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>2026年1月特斯拉全球销量：预估不到8万</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\">\n2026年1月特斯拉全球销量：预估不到8万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091219a7145a74&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。我们大致来梳理一下。01特斯拉欧洲销量特斯拉在欧洲整体销量已经下降了，是明显走弱的，下面是个趋势图。1月的情况不乐观，估计在8000以下。◎德国 1,924 台，同比 -59.5%；◎法国 -42%；◎英国 -57%；◎荷兰 -67%；◎挪威 -88%。德国、英国这种大基数市场，一旦...</p>\n\n<a 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-59.5%；◎法国 -42%；◎英国 -57%；◎荷兰 -67%；◎挪威 -88%。德国、英国这种大基数市场，一旦需求回落，绝对销量下滑就很夸张，在英国已经 不是第一次被 BYD超越，荷兰份额降到 4.3%，挪威 -88%。奥地利、意大利、西班牙、芬兰的基数比较小，所以还可以。问题在于供给增加以后，特斯拉的品牌价值在欧洲并没有那么牢固，价格和销售策略都有问题。02特斯拉亚洲销量◎中国特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。◎中国香港 ：1月销量367辆，同比增长82%。◎韩国 ：1月销量1966辆，去年同期仅5辆，所以数据没办法比，市场份额升至9.38%，跻身进口车销量前三。◎日本 ：1月销量约1100辆（估），同比增长238%，受益于日本政府上调EV补贴至127万日元。◎新加坡 ：1月销量413辆，去年同期无销量，市场份额达9.7%。◎澳大利亚 501 台，同比 -32.2%。03美洲，环境很艰难1月的情况美国 40,100 台，同比 -17%，加拿大 -72%，随着中国可以去加拿大销量，可能会好点。2026年1-2月特斯拉也有一些利好消息，罗列一下：◎FSD Supervised累计驾驶超80亿英里（2026年前50天就新增10亿英里）◎Giga Texas第一辆Cybercab下线，无方向盘/踏板的Robotaxi量产车◎v14.2.x系列持续优化：包括v14.2.2.3、v14.2.2.4等子版本，用户反馈在雪天、白茫茫（whiteout）条件、施工区、长途跨州（LA到NY零干预）表现提升◎软件更新2026.2.3带来辅助功能如Child Left Alone Detection（儿童遗留检测）、更容易解锁充电线、Supercharger地图改进等。语音提示FSD（voice commands for navigation/route 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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":14428,"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":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了，终于开始连续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了，终于开始连续下行","text":"$特斯拉(TSLA)$ 舒服了，终于开始连续下行","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/848958347","isVote":1,"tweetType":1,"viewCount":10377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":5,"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":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","listText":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","text":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出：</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。</strong>相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善，Spak在报告最后仍强调：</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示：“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出：“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善，Spak在报告最后仍强调：“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":2,"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":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</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\">$特斯拉(TSLA)$&nbsp;</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":8052,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509488235420383","authorId":"3509488235420383","name":"云游四方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3509488235420383","authorIdStr":"3509488235420383"},"content":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。","text":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。","html":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。"},{"author":{"id":"4193543537218652","authorId":"4193543537218652","name":"yoyonono","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4193543537218652","authorIdStr":"4193543537218652"},"content":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？","text":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？","html":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317753425187072,"gmtCreate":1718615571032,"gmtModify":1718636404307,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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