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畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
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畜牧教主马斯克
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]
畜牧教主马斯克
2025-04-04
$特斯拉(TSLA)$
最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!
畜牧教主马斯克
2024-04-29
$特斯拉(TSLA)$
还没通过就强拉这么多?马大炮这个饼扔的有水平。
畜牧教主马斯克
2023-06-22
$特斯拉(TSLA)$
[爱你] 开始调头向下了吗?冲
畜牧教主马斯克
2025-01-18
$特斯拉(TSLA)$
下下周等你暴跌,这个市值大炮还有多少饼?
畜牧教主马斯克
2025-10-02
画饼公司,邪教头子的身价越来越离谱
特斯拉第三季度交付量497099辆,市场预估439612辆
畜牧教主马斯克
2025-04-01
$特斯拉(TSLA)$
教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有
畜牧教主马斯克
2025-10-13
美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。
马斯克回应特斯拉FSD V14自动泊车
畜牧教主马斯克
2025-07-08
$特斯拉(TSLA)$
没有跌上两位数信徒们自适应真挺不错的~又搅和政治坐等继续跌就完事了。
畜牧教主马斯克
2025-07-07
早该剔除特斯拉了,没看懂加入这种盈利差的公司什么逻辑。
抱歉,原内容已删除
畜牧教主马斯克
2025-01-30
$特斯拉(TSLA)$
真能吹,不愧是饼仙看你开盘能不能守住。每次拿不出业绩就画饼,预计重拾增长。
去老虎APP查看更多动态
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无人驾驶穿越了美国但是不代表就能对得起fsd这个名字了,越接近l4越难做,能够征服中国的城市交通才是真的厉害,电动车会教你开车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517490166924384","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517624754172384,"gmtCreate":1767348154567,"gmtModify":1767348157423,"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":"这就开始吹起来了,现在敢更新自动驾驶出问题车企担责吗?","listText":"这就开始吹起来了,现在敢更新自动驾驶出问题车企担责吗?","text":"这就开始吹起来了,现在敢更新自动驾驶出问题车企担责吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517624754172384","repostId":"1187057628","repostType":2,"repost":{"id":"1187057628","kind":"news","pubTimestamp":1767243974,"share":"https://www.laohu8.com/m/news/1187057628?lang=zh_CN&edition=full","pubTime":"2026-01-01 13:06","market":"us","language":"zh","title":"马斯克10年梦成真!特斯拉全球首次自动驾驶横穿美国,人类0次接管","url":"https://stock-news.laohu8.com/highlight/detail?id=1187057628","media":"新智元","summary":"刚刚,特斯拉FSD,完成全球首个完全自动驾驶的横穿美国。从美国西海岸开到东海岸,2天20小时,人类0次接管。特斯拉官方账号,表扬了这次壮举。全球首次人类零接管下面这份数据,让人难以抑制心头的震撼。从2016年,特斯拉的FSD系统就开始宣传「零干预横贯美国」的目标。然而David Moss晒出的仪表盘显示,FSD V14千真万确完成了100%的完全自动驾驶。尽管特斯拉坚信端到端神经网络技术,但这绝非自动驾驶领域的共识方案。","content":"<html><head></head><body><blockquote><p>导读:2026年第一天,自动驾驶迎来历史时刻——特斯拉FSD完成人类首次「零接管」横穿美国!全球科技圈都被引爆了,马斯克端到端自动驾驶彻底胜利。方向盘,可以退出历史舞台了?</p></blockquote><p style=\"text-align: justify;\">刚刚,特斯拉FSD,完成全球首个完全自动驾驶的横穿美国。</p><p style=\"text-align: justify;\">从今天起,人类的自动驾驶,到达了全新的里程碑!</p><p style=\"text-align: justify;\">就在2025年的最后一天,当全世界都在准备倒数跨年时,车主David Moss静悄悄地扔出了一枚深水炸弹——</p><p style=\"text-align: justify;\"><strong>他驾驶搭载FSD V14.2的Model 3,完成了全球首次、经由第三方数据验证的「零接管」横贯美国之旅。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aee72268a9f7fe87a51dfbed54d641\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"907\"/></p><p>从美国西海岸开到东海岸,2天20小时,人类0次接管。</p><p>物理世界的「自动驾驶奇点」,终于降临!</p><p style=\"text-align: justify;\">这条推特,也彻底引爆了全球科技圈和AI圈。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861c807c134505ea2367214c8df763dd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p style=\"text-align: justify;\">由此,他也成为全世界第一个全程凭借自动驾驶横穿美国的人。</p><p style=\"text-align: justify;\">可以说,这是特斯拉正式通过了公路上的图灵测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1f1dcedc4f2917710ec0126fe4846d2\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"356\"/></p><p style=\"text-align: justify;\">这场AI主导的公路旅行,直接震撼了全球特斯拉车主。</p><p style=\"text-align: justify;\">前特斯拉AI总监Karpathy兴奋高呼:这一刻终于来了,这是端到端神经网络的胜利,这是「软件2.0」在物理世界的完全接管,不再需要人类写下的规则!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a379d8ff233b39e51f1ade3558c5897f\" alt=\"\" title=\"\" tg-width=\"1062\" tg-height=\"490\"/></p><p style=\"text-align: justify;\">特斯拉官方账号,表扬了这次壮举。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92fc3958e2cc9dca7573da1973f58aba\" alt=\"\" title=\"\" tg-width=\"1074\" tg-height=\"311\"/></p><p style=\"text-align: justify;\">一位特斯拉车主赞叹:「我们已步入自动驾驶穿越美洲大陆的时代。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71cd22a3869044eac05eaaf7c37ef793\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"382\"/></p><p style=\"text-align: justify;\">特斯拉掌门人马斯克,也激动转发莫斯的推文:「酷!」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d09bb212cefa782616bc27450f3eeeec\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1247\"/></p><p style=\"text-align: justify;\">十年前,马斯克许下「Coast-to-Coast」的诺言,2026年1月1日,终于实现了!</p><p style=\"text-align: justify;\">或者真如Karpathy所说:从此,方向盘只是车上的一个装饰品?</p><h2 id=\"id_3148617888\">全球首次人类零接管</h2><p style=\"text-align: justify;\">下面这份数据,让人难以抑制心头的震撼。</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>总里程:2732.4英里(约等于4397公里)</strong></p></li><li><p style=\"text-align: justify;\"><strong>耗时:2天20小时</strong></p></li><li><p style=\"text-align: justify;\"><strong>软件版本:FSD v14.2</strong></p></li><li><p style=\"text-align: justify;\"><strong>人工接管:0</strong></p></li></ul><p style=\"text-align: justify;\">当特斯拉从v12开始抛弃传统的C++,转向端到端神经网络,AI就从数百万小时的视频中,真正学会了开车。</p><p style=\"text-align: justify;\">在这场横跨美国大陆的旅途中,David Moss没有任何一刻,触摸车里的方向盘,或者踩过踏板!</p><p style=\"text-align: justify;\">想象一下:坐在驾驶座上,盯着方向盘整整<strong>68个小时</strong>(2天20小时),看着它自行转动,穿过繁忙的洛杉矶街道,汇入州际高速,避让加州的摩托车手,在德克萨斯的暴雨中稳住车身,最后停在南卡罗来纳州的海滩边。</p><p style=\"text-align: justify;\">他从洛杉矶的特斯拉餐厅出发,最终到达南卡罗来纳州默特尔海滩,穿越了24个州。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/697d95147dfe779b7963f104ea9f94dd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"474\"/></p><p style=\"text-align: justify;\">如果你亲自开过这段行程,就会明白全程的路况有多么复杂。然而从加州的高速公路,到中部的城市街道,再到东海岸的复杂路况,FSD一次性全部搞定了!</p><p style=\"text-align: justify;\">天气多变,交通拥挤,甚至夜间驾驶、自动化充电,都没让系统掉链子。</p><p>Moss评价说——整个过程中,从未出现过一次险情,即使在人类驾驶员中,这也实属罕见。 </p><p style=\"text-align: justify;\">对于好奇的网友,Moss表示,你可以登录FSD数据库,验证所有数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9f72f7c732a5bc94e624b9f0a60cfb8\" alt=\"\" title=\"\" tg-width=\"1073\" tg-height=\"238\"/></p><p>同时,David Moss晒出了充电记录。注意,在所有站点的停车,也都是由特斯拉FSD自动完成的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8a1fe029809749e7d323cdd653a35b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1064\"/></p><p style=\"text-align: justify;\">这次横穿美国大陆,不仅体现了FSD V14.2的技术能力,也向整个行业证实——</p><p style=\"text-align: justify;\">即使在现实的复杂场景,L4自动驾驶也有可能实现!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a56403799ea716097a228bec0fbbd065\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1426\"/></p><p style=\"text-align: justify;\">十几年前,这样的壮举还只是工程师的技术梦想。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8729c8c5dfe90f0d2ccf4866b4501344\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"584\"/></p><p style=\"text-align: justify;\">从2016年,特斯拉的FSD系统就开始宣传「零干预横贯美国」的目标。</p><p style=\"text-align: justify;\">在发布Autopilot 2.0时,Elon Musk就放话,说2017年底就能实现。</p><p style=\"text-align: justify;\">这是一个迟到了八年的承诺,但当它终于兑现时,仍然让人感到吃惊!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1444fce4aaab9815356436fb17ba34\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"628\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac076faebb192fe4c4e64c7735c1405\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1356\"/></p><h2 id=\"id_3795981535\">一位特斯拉FSD的死忠粉</h2><p style=\"text-align: justify;\">其实在25年底,David Moss就曾创下纪录。</p><p style=\"text-align: justify;\">当时,他在特斯拉FSD V14上,连续驾驶了超过10000英里,且全程无干预,实现了真正的100%自动驾驶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c930a14b2fd92448fa1d79c49751658\" alt=\"\" title=\"\" tg-width=\"1075\" tg-height=\"1440\"/></p><p style=\"text-align: justify;\">当时的路线图是这样的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4ed0e35d8ab465e146ace97971e981\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"451\"/></p><p style=\"text-align: justify;\">而这个消息出来后,网友们纷纷表示,不可能,这绝不可能!</p><p style=\"text-align: justify;\">有人说,自己每天都在用FSD 14.2.2.1,虽然体验很棒,但绝不可能实现完全自动驾驶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4365efb77c0bb39d6e88e7d8355f42e\" alt=\"\" title=\"\" tg-width=\"1065\" tg-height=\"319\"/></p><p style=\"text-align: justify;\">然而David Moss晒出的仪表盘显示,FSD V14千真万确完成了100%的完全自动驾驶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a34c66a66af02c78abea3bd7b4b2d5\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\">在去年年底,他就立下宏愿:成为第一个完全依靠FSD用自动驾驶横跨美国(洛杉矶→佛罗里达)的人。</p><p style=\"text-align: justify;\">时隔一年,他果然完成了这个目标,实现了一个更宏大的路线图。</p><p style=\"text-align: justify;\">这完全出于他对驾驶的热爱,并不是为了炒作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2943e5dc9b0c1d42d1dae03f67da7e1c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"600\"/></p><h2 id=\"id_2196220549\">马斯克:那个「该死的」2017 预言</h2><p style=\"text-align: justify;\">回到2016年10月。</p><p style=\"text-align: justify;\">彼时,马斯克意气风发,豪言:「<strong>到2017年底,特斯拉将能够从洛杉矶自动驾驶到纽约,全程哪怕你碰一下方向盘都算我输</strong>。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ea329f88fcddb10764ec5b1a44ff585\" alt=\"\" title=\"\" tg-width=\"1008\" tg-height=\"356\"/></p><p style=\"text-align: justify;\">后来的故事我们都知道了。</p><p style=\"text-align: justify;\">2017年过去了,2020年过去了,甚至到了2024年,马斯克不断跳票!</p><p style=\"text-align: justify;\">这个承诺就像是一个「永远的明年」。</p><p style=\"text-align: justify;\">由于技术路线的反复横跳(从雷达+视觉到纯视觉,从规则代码到神经网络),特斯拉的自动驾驶曾一度陷入瓶颈,甚至被谷歌旗下的Waymo在无人出租车领域抢尽风头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a223047232c267c5e5c05149af7febc5\" alt=\"Gemini生成的特斯拉自动驾驶技术路线图\" title=\"Gemini生成的特斯拉自动驾驶技术路线图\" tg-width=\"1024\" tg-height=\"559\"/><span>Gemini生成的特斯拉自动驾驶技术路线图</span></p><p style=\"text-align: justify;\">直到FSD V12 版本的出现,特斯拉彻底抛弃了原来的代码逻辑,转向了「端到端」神经网络。</p><p style=\"text-align: justify;\">简单说,就是让AI像人类一样,直接通过看视频学会开车,而不是由工程师一行行写代码告诉它「红灯停、绿灯行」。</p><p style=\"text-align: justify;\">尽管特斯拉坚信端到端神经网络技术,但这绝非自动驾驶领域的共识方案。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155a58ae4ab1b842b1058ea332966eb3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"780\"/></p><p style=\"text-align: justify;\">大多数其他自动驾驶研发公司都采用传感器密集型、模块化的驾驶方式。虽然这类系统在初期开发和调试可能更容易,但其复杂性也不容忽视。</p><p style=\"text-align: justify;\">特斯拉AI负责人Ashok Elluswam,在国际计算机视觉大会ICCV介绍了端到端方案的优势:</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>将人类价值观系统化极其困难,从数据中了解它们则容易得多。</strong></p></li><li><p style=\"text-align: justify;\"><strong>感知、预测和规划之间的接口定义不明确。在端到端架构中,梯度从控制端一直流向传感器输入端,从而整体优化整个网络。</strong></p></li><li><p style=\"text-align: justify;\"><strong>易于扩展,可处理现实世界机器人技术的庞大而长尾需求。</strong></p></li><li><p style=\"text-align: justify;\"><strong>具有确定性延迟的同构计算。</strong></p></li><li><p style=\"text-align: justify;\"><strong>总的来说,相对于过去的苦涩教训,这种方法在规模化方面处于正确的位置</strong>。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/835c599dc7d046ce49f47a8bcc5a41db\" alt=\"\" title=\"\" tg-width=\"1057\" tg-height=\"406\"/></p><p style=\"text-align: justify;\">更绝的是,为了自动驾驶数据打造的神经网络<strong>「世界模拟器」</strong>,同样可以模拟多种真实场景,训练擎天柱。。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f93cfa8c47ff761badcba3317ba72fba\" alt=\"\" title=\"\" tg-width=\"878\" tg-height=\"516\"/></p><p style=\"text-align: justify;\">马斯克「世界模拟器」首曝,1天蒸馏人类500年驾驶经验!擎天柱同脑进化</p><p style=\"text-align: justify;\">而这次「人类零接管」的关键在于「端到端」的最后一块拼图。</p><p style=\"text-align: justify;\">在V14之前,特斯拉的AI虽然眼神好使(视觉感知强),但脑子里的地图还是传统的导航模块。</p><p style=\"text-align: justify;\">这就好比一个老司机虽然车技好,但他脑子里只有一张死板的纸质地图,一旦遇到修路或者地图没更新,就容易发懵。</p><p style=\"text-align: justify;\">而在V14.2中,特斯拉将<strong>导航和路径规划也整合进了神经网络</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00978449f215761104e96a37e5633761\" alt=\"\" title=\"\" tg-width=\"962\" tg-height=\"481\"/></p><p style=\"text-align: justify;\">现在的FSD不再是「看着地图开车」,而是像本地人一样,能根据眼前的路况实时理解该怎么走。</p><p style=\"text-align: justify;\">一次成功的「零接管」,不等于这套系统已经完美。</p><p style=\"text-align: justify;\">统计学告诉我们,如果事故率是万分之一,那么跑一次几千公里的长途可能正好没遇上,但这并不代表它能安全应对几百万辆车的日常通勤。</p><p style=\"text-align: justify;\">不过,FSD V14.2的这次表现,最大的意义在于它有力回应了「纯视觉方案无法实现长途全自动」的质疑。</p><p style=\"text-align: justify;\">它证明了不需要昂贵的激光雷达,不需要高精地图,仅凭摄像头和算力,AI真的可以处理从繁华都市到荒凉公路的几乎所有场景。</p><p style=\"text-align: justify;\"><strong>对于普通人来说,这意味着什么?</strong></p><p style=\"text-align: justify;\">官方仍是<strong>SAE L2(需监督),</strong>但车辆完成<strong>100%驾驶任务,</strong>驾驶员仅作安全监督,完全有可能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b1803d0dad2bdae4704e43fad71ebb\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"437\"/></p><p style=\"text-align: justify;\">也许,还要等上几个版本,甚至要等到硬件Hardware 5.0的普及,我们才能真正放心地在车里睡大觉。</p><p style=\"text-align: justify;\">但看着David Moss那辆横跨大陆的Model 3,那个曾经被嘲笑为「科幻小说」的未来,确实已经把轮胎压在了现实的沥青路上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d5e84f22c6e2c4b6d1c45f6293cf6ef\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"357\"/></p></body></html>","source":"lsy1569730104218","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10年梦成真!特斯拉全球首次自动驾驶横穿美国,人类0次接管</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10年梦成真!特斯拉全球首次自动驾驶横穿美国,人类0次接管\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 13:06 北京时间 <a href=https://mp.weixin.qq.com/s/PPJpXH4kNqAa3DgNqONYGA><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读:2026年第一天,自动驾驶迎来历史时刻——特斯拉FSD完成人类首次「零接管」横穿美国!全球科技圈都被引爆了,马斯克端到端自动驾驶彻底胜利。方向盘,可以退出历史舞台了?刚刚,特斯拉FSD,完成全球首个完全自动驾驶的横穿美国。从今天起,人类的自动驾驶,到达了全新的里程碑!就在2025年的最后一天,当全世界都在准备倒数跨年时,车主David Moss静悄悄地扔出了一枚深水炸弹——他驾驶搭载FSD ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PPJpXH4kNqAa3DgNqONYGA\">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/8b14046a5c125b858022492698a79384","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/PPJpXH4kNqAa3DgNqONYGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187057628","content_text":"导读:2026年第一天,自动驾驶迎来历史时刻——特斯拉FSD完成人类首次「零接管」横穿美国!全球科技圈都被引爆了,马斯克端到端自动驾驶彻底胜利。方向盘,可以退出历史舞台了?刚刚,特斯拉FSD,完成全球首个完全自动驾驶的横穿美国。从今天起,人类的自动驾驶,到达了全新的里程碑!就在2025年的最后一天,当全世界都在准备倒数跨年时,车主David Moss静悄悄地扔出了一枚深水炸弹——他驾驶搭载FSD V14.2的Model 3,完成了全球首次、经由第三方数据验证的「零接管」横贯美国之旅。从美国西海岸开到东海岸,2天20小时,人类0次接管。物理世界的「自动驾驶奇点」,终于降临!这条推特,也彻底引爆了全球科技圈和AI圈。由此,他也成为全世界第一个全程凭借自动驾驶横穿美国的人。可以说,这是特斯拉正式通过了公路上的图灵测试。这场AI主导的公路旅行,直接震撼了全球特斯拉车主。前特斯拉AI总监Karpathy兴奋高呼:这一刻终于来了,这是端到端神经网络的胜利,这是「软件2.0」在物理世界的完全接管,不再需要人类写下的规则!特斯拉官方账号,表扬了这次壮举。一位特斯拉车主赞叹:「我们已步入自动驾驶穿越美洲大陆的时代。」特斯拉掌门人马斯克,也激动转发莫斯的推文:「酷!」十年前,马斯克许下「Coast-to-Coast」的诺言,2026年1月1日,终于实现了!或者真如Karpathy所说:从此,方向盘只是车上的一个装饰品?全球首次人类零接管下面这份数据,让人难以抑制心头的震撼。总里程:2732.4英里(约等于4397公里)耗时:2天20小时软件版本:FSD v14.2人工接管:0当特斯拉从v12开始抛弃传统的C++,转向端到端神经网络,AI就从数百万小时的视频中,真正学会了开车。在这场横跨美国大陆的旅途中,David Moss没有任何一刻,触摸车里的方向盘,或者踩过踏板!想象一下:坐在驾驶座上,盯着方向盘整整68个小时(2天20小时),看着它自行转动,穿过繁忙的洛杉矶街道,汇入州际高速,避让加州的摩托车手,在德克萨斯的暴雨中稳住车身,最后停在南卡罗来纳州的海滩边。他从洛杉矶的特斯拉餐厅出发,最终到达南卡罗来纳州默特尔海滩,穿越了24个州。如果你亲自开过这段行程,就会明白全程的路况有多么复杂。然而从加州的高速公路,到中部的城市街道,再到东海岸的复杂路况,FSD一次性全部搞定了!天气多变,交通拥挤,甚至夜间驾驶、自动化充电,都没让系统掉链子。Moss评价说——整个过程中,从未出现过一次险情,即使在人类驾驶员中,这也实属罕见。 对于好奇的网友,Moss表示,你可以登录FSD数据库,验证所有数据。同时,David Moss晒出了充电记录。注意,在所有站点的停车,也都是由特斯拉FSD自动完成的。这次横穿美国大陆,不仅体现了FSD V14.2的技术能力,也向整个行业证实——即使在现实的复杂场景,L4自动驾驶也有可能实现!十几年前,这样的壮举还只是工程师的技术梦想。从2016年,特斯拉的FSD系统就开始宣传「零干预横贯美国」的目标。在发布Autopilot 2.0时,Elon Musk就放话,说2017年底就能实现。这是一个迟到了八年的承诺,但当它终于兑现时,仍然让人感到吃惊!一位特斯拉FSD的死忠粉其实在25年底,David Moss就曾创下纪录。当时,他在特斯拉FSD V14上,连续驾驶了超过10000英里,且全程无干预,实现了真正的100%自动驾驶。当时的路线图是这样的。而这个消息出来后,网友们纷纷表示,不可能,这绝不可能!有人说,自己每天都在用FSD 14.2.2.1,虽然体验很棒,但绝不可能实现完全自动驾驶。然而David Moss晒出的仪表盘显示,FSD V14千真万确完成了100%的完全自动驾驶。在去年年底,他就立下宏愿:成为第一个完全依靠FSD用自动驾驶横跨美国(洛杉矶→佛罗里达)的人。时隔一年,他果然完成了这个目标,实现了一个更宏大的路线图。这完全出于他对驾驶的热爱,并不是为了炒作。马斯克:那个「该死的」2017 预言回到2016年10月。彼时,马斯克意气风发,豪言:「到2017年底,特斯拉将能够从洛杉矶自动驾驶到纽约,全程哪怕你碰一下方向盘都算我输。」后来的故事我们都知道了。2017年过去了,2020年过去了,甚至到了2024年,马斯克不断跳票!这个承诺就像是一个「永远的明年」。由于技术路线的反复横跳(从雷达+视觉到纯视觉,从规则代码到神经网络),特斯拉的自动驾驶曾一度陷入瓶颈,甚至被谷歌旗下的Waymo在无人出租车领域抢尽风头。Gemini生成的特斯拉自动驾驶技术路线图直到FSD V12 版本的出现,特斯拉彻底抛弃了原来的代码逻辑,转向了「端到端」神经网络。简单说,就是让AI像人类一样,直接通过看视频学会开车,而不是由工程师一行行写代码告诉它「红灯停、绿灯行」。尽管特斯拉坚信端到端神经网络技术,但这绝非自动驾驶领域的共识方案。大多数其他自动驾驶研发公司都采用传感器密集型、模块化的驾驶方式。虽然这类系统在初期开发和调试可能更容易,但其复杂性也不容忽视。特斯拉AI负责人Ashok Elluswam,在国际计算机视觉大会ICCV介绍了端到端方案的优势:将人类价值观系统化极其困难,从数据中了解它们则容易得多。感知、预测和规划之间的接口定义不明确。在端到端架构中,梯度从控制端一直流向传感器输入端,从而整体优化整个网络。易于扩展,可处理现实世界机器人技术的庞大而长尾需求。具有确定性延迟的同构计算。总的来说,相对于过去的苦涩教训,这种方法在规模化方面处于正确的位置。更绝的是,为了自动驾驶数据打造的神经网络「世界模拟器」,同样可以模拟多种真实场景,训练擎天柱。。马斯克「世界模拟器」首曝,1天蒸馏人类500年驾驶经验!擎天柱同脑进化而这次「人类零接管」的关键在于「端到端」的最后一块拼图。在V14之前,特斯拉的AI虽然眼神好使(视觉感知强),但脑子里的地图还是传统的导航模块。这就好比一个老司机虽然车技好,但他脑子里只有一张死板的纸质地图,一旦遇到修路或者地图没更新,就容易发懵。而在V14.2中,特斯拉将导航和路径规划也整合进了神经网络。现在的FSD不再是「看着地图开车」,而是像本地人一样,能根据眼前的路况实时理解该怎么走。一次成功的「零接管」,不等于这套系统已经完美。统计学告诉我们,如果事故率是万分之一,那么跑一次几千公里的长途可能正好没遇上,但这并不代表它能安全应对几百万辆车的日常通勤。不过,FSD V14.2的这次表现,最大的意义在于它有力回应了「纯视觉方案无法实现长途全自动」的质疑。它证明了不需要昂贵的激光雷达,不需要高精地图,仅凭摄像头和算力,AI真的可以处理从繁华都市到荒凉公路的几乎所有场景。对于普通人来说,这意味着什么?官方仍是SAE L2(需监督),但车辆完成100%驾驶任务,驾驶员仅作安全监督,完全有可能。也许,还要等上几个版本,甚至要等到硬件Hardware 5.0的普及,我们才能真正放心地在车里睡大觉。但看着David Moss那辆横跨大陆的Model 3,那个曾经被嘲笑为「科幻小说」的未来,确实已经把轮胎压在了现实的沥青路上。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516929950638808,"gmtCreate":1767178964517,"gmtModify":1767178967021,"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":"突出一个一点也不脚踏实地,全靠画饼,你就吃吧。","listText":"突出一个一点也不脚踏实地,全靠画饼,你就吃吧。","text":"突出一个一点也不脚踏实地,全靠画饼,你就吃吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516929950638808","repostId":"2595729148","repostType":2,"repost":{"id":"2595729148","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":1767174211,"share":"https://www.laohu8.com/m/news/2595729148?lang=zh_CN&edition=full","pubTime":"2025-12-31 17:43","market":"us","language":"zh","title":"2025年要结束了,马斯克吹过的牛,没有一个兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2595729148","media":"华尔街见闻","summary":"马斯克2025年的宏大承诺遭遇全面“跳票”。无论是特斯拉Robotaxi覆盖率与全无人驾驶的承诺,还是DOGE削减2万亿美元支出的目标,均未达成。此外,xAI的AGI预言、新款Roadster演示及火星登陆计划也悉数延期,引发市场对其前瞻指引可信度的深度重估。","content":"<html><head></head><body><p>随着2025年步入尾声,回顾马斯克对本年度的一系列宏大承诺,从自动驾驶技术的普及到人工智能的突破,再到政府支出的削减,市场发现其履约记录呈现全面缺失的状态。这位科技巨头曾向投资者和公众许下的多个关键时间表,在年底均未转化为现实。</p>\n<p>在对资本市场影响最为显著的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>业务上,马斯克曾明确向投资者表示,到2025年底特斯拉的Robotaxi(自动驾驶出租车)将覆盖美国半数人口,且不再需要人类安全驾驶员。然而,目前的实际运营情况与上述指引严重背离,该服务仅局限于得克萨斯州奥斯汀部分地区,且仍未摆脱对车内安全监控人员的依赖。</p>\n<p>除了企业层面的未达标,马斯克主导的政府效率部门(DOGE)也未能实现其财政承诺。尽管马斯克曾誓言削减2万亿美元的联邦支出,但最新数据表明,联邦支出非但没有下降,反而不仅未达成缩减目标,在DOGE的监管下,2025年前11个月的联邦支出较上年同期反而增加了约2480亿美元。</p>\n<p>这一系列承诺的落空范围广泛,延伸至太空探索与通用人工智能领域。无论是SpaceX将人类送上火星的长期愿景,还是xAI在年内实现通用人工智能(AGI)的技术预言,均宣告延期。这种系统性的“过度承诺与交付不足”,正促使市场重新评估马斯克未来前瞻性指引的可信度。</p>\n<h2>Robotaxi覆盖率与全自动驾驶承诺落空</h2>\n<p>特斯拉在自动驾驶领域的进展是投资者关注的核心焦点,也是马斯克承诺偏差最大的领域之一。在今年7月的特斯拉第二季度财报电话会议上,马斯克曾向投资者断言,到今年年底,特斯拉的Robotaxi服务将覆盖美国半数人口。然而,<strong>截至年底,该服务仅在得克萨斯州奥斯汀运营,且即便是当地居民也极少在街头见到这些车辆。</strong></p>\n<p>更为关键的是关于“全无人驾驶”的技术兑现。马斯克曾在2024年第四季度财报电话会议及今年9月、10月和12月的多次公开表态中重申,到2025年底,奥斯汀运营的Robotaxi将移除人类安全驾驶员,实现真正的“无人监管”。马斯克甚至在12月初的xAI黑客马拉松上宣称“无人监管问题已基本解决”。</p>\n<p>然而事实显示,出于得克萨斯州的监管要求及技术现状,<strong>截至12月下旬,特斯拉的Robotaxi服务仍强制要求人类安全监控员随车。</strong>尽管马斯克本人发布了乘坐全无人驾驶车辆的视频,但这被证实仅为测试运行,普通用户所使用的服务并未剥离人工干预。</p>\n<h2>DOGE支出削减目标失效</h2>\n<p>在公共财政领域,马斯克作为新成立的准政府机构DOGE的领导者,其表现同样未达预期。在特朗普再次当选后,马斯克承诺将通过DOGE削减2万亿美元的“浪费、欺诈和滥用”资金。然而,随着时间推移,<strong>这一目标先是被修正为1万亿美元,随后又降至数千亿美元。</strong></p>\n<p>根据市场分析,DOGE并未实现实质性的储蓄。数据显示,2025日历年的前11个月,联邦政府支出总额达到7.6万亿美元,与2024年同期相比,支出实际上增加了约2480亿美元。分析指出,DOGE声称取消的许多政府合同实际上仍然有效,其发布的数据也多次被指不准确。</p>\n<h2>xAI通用人工智能与Roadster演示跳票</h2>\n<p>在人工智能领域,马斯克此前在社交媒体平台X上回复Google AI Studio的Logan Kilpatrick时曾明确表示,其旗下公司xAI将在2025年实现通用人工智能(AGI)。然而,这一里程碑并未在年内达成。据Business Insider报道,<strong>马斯克已将实现AGI的时间表推迟至未来几年。</strong></p>\n<p>此外,备受期待的硬件产品也未能如期展示。马斯克曾在Joe Rogan的播客节目中透露,特斯拉将在年底前演示推迟已久的Roadster原型车,并暗示可能涉及“飞行汽车”技术。然而,<strong>随着2025年结束,自2017年开始接受预订的Roadster至今未正式发布,所谓的飞行演示也未曾出现。</strong></p>\n<h2>火星登陆计划延期</h2>\n<p>在太空探索方面,马斯克的长期时间表同样遭遇挫折。早在2016年的Recode会议上,马斯克在与Kara Swisher和Walt Mossberg的对话中曾预测,如果计划顺利,SpaceX应能在2024年发射载人火箭,并于2025年抵达火星。<strong>现实情况是,截至2025年底,人类登陆火星的目标仍未实现,这一预测与其2011年关于“10年内送人上火星”的说法一样,均未能兑现。</strong></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>2025年要结束了,马斯克吹过的牛,没有一个兑现</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2025年要结束了,马斯克吹过的牛,没有一个兑现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 17:43 北京时间 <a href=https://wallstreetcn.com/articles/3762373><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着2025年步入尾声,回顾马斯克对本年度的一系列宏大承诺,从自动驾驶技术的普及到人工智能的突破,再到政府支出的削减,市场发现其履约记录呈现全面缺失的状态。这位科技巨头曾向投资者和公众许下的多个关键时间表,在年底均未转化为现实。\n在对资本市场影响最为显著的特斯拉业务上,马斯克曾明确向投资者表示,到2025年底特斯拉的Robotaxi(自动驾驶出租车)将覆盖美国半数人口,且不再需要人类安全驾驶员。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762373\">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/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4612":"AI芯片","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","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","BK4574":"无人驾驶","LU2360106780.USD":"BGF WORLD 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A2"},"source_url":"https://wallstreetcn.com/articles/3762373","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595729148","content_text":"随着2025年步入尾声,回顾马斯克对本年度的一系列宏大承诺,从自动驾驶技术的普及到人工智能的突破,再到政府支出的削减,市场发现其履约记录呈现全面缺失的状态。这位科技巨头曾向投资者和公众许下的多个关键时间表,在年底均未转化为现实。\n在对资本市场影响最为显著的特斯拉业务上,马斯克曾明确向投资者表示,到2025年底特斯拉的Robotaxi(自动驾驶出租车)将覆盖美国半数人口,且不再需要人类安全驾驶员。然而,目前的实际运营情况与上述指引严重背离,该服务仅局限于得克萨斯州奥斯汀部分地区,且仍未摆脱对车内安全监控人员的依赖。\n除了企业层面的未达标,马斯克主导的政府效率部门(DOGE)也未能实现其财政承诺。尽管马斯克曾誓言削减2万亿美元的联邦支出,但最新数据表明,联邦支出非但没有下降,反而不仅未达成缩减目标,在DOGE的监管下,2025年前11个月的联邦支出较上年同期反而增加了约2480亿美元。\n这一系列承诺的落空范围广泛,延伸至太空探索与通用人工智能领域。无论是SpaceX将人类送上火星的长期愿景,还是xAI在年内实现通用人工智能(AGI)的技术预言,均宣告延期。这种系统性的“过度承诺与交付不足”,正促使市场重新评估马斯克未来前瞻性指引的可信度。\nRobotaxi覆盖率与全自动驾驶承诺落空\n特斯拉在自动驾驶领域的进展是投资者关注的核心焦点,也是马斯克承诺偏差最大的领域之一。在今年7月的特斯拉第二季度财报电话会议上,马斯克曾向投资者断言,到今年年底,特斯拉的Robotaxi服务将覆盖美国半数人口。然而,截至年底,该服务仅在得克萨斯州奥斯汀运营,且即便是当地居民也极少在街头见到这些车辆。\n更为关键的是关于“全无人驾驶”的技术兑现。马斯克曾在2024年第四季度财报电话会议及今年9月、10月和12月的多次公开表态中重申,到2025年底,奥斯汀运营的Robotaxi将移除人类安全驾驶员,实现真正的“无人监管”。马斯克甚至在12月初的xAI黑客马拉松上宣称“无人监管问题已基本解决”。\n然而事实显示,出于得克萨斯州的监管要求及技术现状,截至12月下旬,特斯拉的Robotaxi服务仍强制要求人类安全监控员随车。尽管马斯克本人发布了乘坐全无人驾驶车辆的视频,但这被证实仅为测试运行,普通用户所使用的服务并未剥离人工干预。\nDOGE支出削减目标失效\n在公共财政领域,马斯克作为新成立的准政府机构DOGE的领导者,其表现同样未达预期。在特朗普再次当选后,马斯克承诺将通过DOGE削减2万亿美元的“浪费、欺诈和滥用”资金。然而,随着时间推移,这一目标先是被修正为1万亿美元,随后又降至数千亿美元。\n根据市场分析,DOGE并未实现实质性的储蓄。数据显示,2025日历年的前11个月,联邦政府支出总额达到7.6万亿美元,与2024年同期相比,支出实际上增加了约2480亿美元。分析指出,DOGE声称取消的许多政府合同实际上仍然有效,其发布的数据也多次被指不准确。\nxAI通用人工智能与Roadster演示跳票\n在人工智能领域,马斯克此前在社交媒体平台X上回复Google AI Studio的Logan Kilpatrick时曾明确表示,其旗下公司xAI将在2025年实现通用人工智能(AGI)。然而,这一里程碑并未在年内达成。据Business Insider报道,马斯克已将实现AGI的时间表推迟至未来几年。\n此外,备受期待的硬件产品也未能如期展示。马斯克曾在Joe Rogan的播客节目中透露,特斯拉将在年底前演示推迟已久的Roadster原型车,并暗示可能涉及“飞行汽车”技术。然而,随着2025年结束,自2017年开始接受预订的Roadster至今未正式发布,所谓的飞行演示也未曾出现。\n火星登陆计划延期\n在太空探索方面,马斯克的长期时间表同样遭遇挫折。早在2016年的Recode会议上,马斯克在与Kara Swisher和Walt Mossberg的对话中曾预测,如果计划顺利,SpaceX应能在2024年发射载人火箭,并于2025年抵达火星。现实情况是,截至2025年底,人类登陆火星的目标仍未实现,这一预测与其2011年关于“10年内送人上火星”的说法一样,均未能兑现。","news_type":1,"symbols_score_info":{"TSLA":1.95,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516826197168688,"gmtCreate":1767153421696,"gmtModify":1767155538154,"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":"画饼仙人的话本来就是随口说说,实现了人称马大仙,股价翻倍信徒们纷纷感恩戴德,实现不了也没任何惩罚[开心] 第一宗教股票","listText":"画饼仙人的话本来就是随口说说,实现了人称马大仙,股价翻倍信徒们纷纷感恩戴德,实现不了也没任何惩罚[开心] 第一宗教股票","text":"画饼仙人的话本来就是随口说说,实现了人称马大仙,股价翻倍信徒们纷纷感恩戴德,实现不了也没任何惩罚[开心] 第一宗教股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516826197168688","repostId":"2595747676","repostType":2,"repost":{"id":"2595747676","kind":"news","pubTimestamp":1767150252,"share":"https://www.laohu8.com/m/news/2595747676?lang=zh_CN&edition=full","pubTime":"2025-12-31 11:04","market":"us","language":"zh","title":"马斯克今年五大预言全部落空:汽车销量下跌 机器人难产","url":"https://stock-news.laohu8.com/highlight/detail?id=2595747676","media":"手机中国","summary":"2024年底,马斯克在财报电话会议上宣称,预计2025年特斯拉电动车销量增幅将达到20%-30%。然而,特斯拉公布的2025年第四季度最新预期数据显示,全年交付量约164万辆,较上一年度再度下滑,与全球电动车销量同比激增25%的市场趋势形成鲜明对比。此外,特斯拉Semi电动卡车的量产计划也再度延期,从2025年推迟至2026年。在人形机器人方面,马斯克曾计划到2025年底让“数千台”擎天柱机器人在特斯拉各工厂投入使用,量产5000至10000台。","content":"<html><body><article><p>【CNMO科技消息】随着2025年步入尾声,埃隆·马斯克为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>立下的多个雄心勃勃的目标,最终均未能达成。</p><img src=\"https://inews.gtimg.com/om_bt/Okl6o_-G_uuDEbBDDDb9QZzq8Yr6ield4aK4aWmvi1iIgAA/0\"/><p>2024年底,马斯克在财报电话会议上宣称,预计2025年特斯拉电动车销量增幅将达到20%-30%。然而,特斯拉公布的2025年第四季度最新预期数据显示,全年交付量约164万辆,较上一年度再度下滑,与全球电动车销量同比激增25%的市场趋势形成鲜明对比。</p><p>在自动驾驶领域,马斯克同样未能兑现承诺。2025年7月,他表示特斯拉的自动驾驶网约车服务Robotaxi年底或将覆盖美国半数人口,还声称将实现超100万辆Robotaxi上路运营。但现实是,特斯拉在奥斯汀的“Robotaxi”车队规模仅约30辆,且大多时候处于停运状态,车内仍需配备安全员。</p><p>此外,马斯克预告的“史上最震撼的演示活动”也未能如期举行,这场与全新Roadster车型相关的活动被推迟至2026年4月。此外,特斯拉Semi电动卡车的量产计划也再度延期,从2025年推迟至2026年。</p><img src=\"https://inews.gtimg.com/om_bt/OZR6RT5kOIfT0VBm5Hd7s1oT0_ADajztlkvNcCCTJd9fwAA/0\"/><p>在人形机器人方面,马斯克曾计划到2025年底让“数千台”擎天柱机器人在特斯拉各工厂投入使用,量产5000至10000台。但目前无证据表明特斯拉在2025年生产出数百台擎天柱机器人,该机器人的最新版本也未正式亮相,仅能执行分发水瓶等简单任务,且依赖远程操控技术,成功率有限。</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>马斯克今年五大预言全部落空:汽车销量下跌 机器人难产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克今年五大预言全部落空:汽车销量下跌 机器人难产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 11:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231110805a48cac37&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】随着2025年步入尾声,埃隆·马斯克为特斯拉立下的多个雄心勃勃的目标,最终均未能达成。2024年底,马斯克在财报电话会议上宣称,预计2025年特斯拉电动车销量增幅将达到20%-30%。然而,特斯拉公布的2025年第四季度最新预期数据显示,全年交付量约164万辆,较上一年度再度下滑,与全球电动车销量同比激增25%的市场趋势形成鲜明对比。在自动驾驶领域,马斯克同样未能兑现承诺。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231110805a48cac37&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":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4555":"新能源车","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"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","IE00B1BXHZ80.USD":"Legg Mason 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还是说马圣亏钱卖车给大家补贴? 宗教畜牧业果然不得了。","listText":"什么歪理,他是为了赚钱才做这些服务的,他做服务不赚钱吗?消费者真金白银买的车,就变成马圣给的财富了[强] 还是说马圣亏钱卖车给大家补贴? 宗教畜牧业果然不得了。","text":"什么歪理,他是为了赚钱才做这些服务的,他做服务不赚钱吗?消费者真金白银买的车,就变成马圣给的财富了[强] 还是说马圣亏钱卖车给大家补贴? 宗教畜牧业果然不得了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/516567465734728","repostId":"2595745910","repostType":2,"repost":{"id":"2595745910","kind":"news","pubTimestamp":1767139200,"share":"https://www.laohu8.com/m/news/2595745910?lang=zh_CN&edition=full","pubTime":"2025-12-31 08:00","market":"sh","language":"zh","title":"马斯克回应即将成为万亿美元富豪:我的股票不等同于财富","url":"https://stock-news.laohu8.com/highlight/detail?id=2595745910","media":"环球市场播报","summary":"马斯克在社交平台X上回应网友帖子时称,自己所持有的股票并不等同于财富,其“财富”只能通过为公众提供更多的产品和服务来增加,并称自己是创造者而不是索取者。 一位网友发帖称:“我们必须进行创新,同时也要确保劳动者能够公平地分享新增财富。如今,我们即将产生万亿美元富豪,而大多数人却还在为维持生计而苦苦挣扎。”","content":"<html><body><div>\n<p> 马斯克在社交平台X上回应网友帖子时称,自己所持有的股票并不等同于财富,其“财富”只能通过为公众提供更多的产品和服务来增加,并称自己是创造者而不是索取者。</p>\n<p> 一位网友发帖称:“我们必须进行创新,同时也要确保劳动者能够公平地分享新增财富。如今,我们即将产生万亿美元富豪,而大多数人却还在为维持生计而苦苦挣扎。”</p>\n<p> 另一位网友评论称:“埃隆的股票不是财富。即使<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的股票数量翻倍,世界也不会更<a href=\"https://laohu8.com/S/F13.SI\">富裕</a>。但如果特斯拉汽车的数量翻倍,世界的财富就会显著增加。</p>\n<p> 对于他来说,要获得1万亿美元的资本,他必须组织劳动力,启动生产手段,以产生足够的消费者财富,使他的公司价值数万亿美元。也就是说,他必须把财富输送给消费者。</p>\n<p> 那些靠不平等来拉票的人不是社会主义者。他们没有说‘让我们建更多的房子或医院吧’,因为他们找不到任何有能力的人来组织劳动力,把这些东西最终<a href=\"https://laohu8.com/S/01630\">建成</a>。结果总是更多的国家债务和通胀加剧。”</p>\n<p> 马斯克回应称:“正确。我的特斯拉和SpaceX股票几乎是我所有的‘财富’,它们的价值只会随着这些公司生产和提供的有用产品的数量而增长。</p>\n<p> 这意味着我的‘财富’只能通过为公众提供更多的产品和服务来增加。此外,任何特斯拉和SpaceX的股东(包括员工)都能从股票升值中获益。</p>\n<p> 这是因为我是一个创造者,而不是像伯尼·桑德斯那种政客那样的索取者。他们索取,他们只会索取,因为他们不能或不愿创造。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/208/w550h458/20251231/1fb1-6341f54b4a7c61a2ae9fda9411d82248.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克回应即将成为万亿美元富豪:我的股票不等同于财富</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马斯克回应即将成为万亿美元富豪:我的股票不等同于财富\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 08:00 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-31/doc-inhervys6692438.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克在社交平台X上回应网友帖子时称,自己所持有的股票并不等同于财富,其“财富”只能通过为公众提供更多的产品和服务来增加,并称自己是创造者而不是索取者。\n 一位网友发帖称:“我们必须进行创新,同时也要确保劳动者能够公平地分享新增财富。如今,我们即将产生万亿美元富豪,而大多数人却还在为维持生计而苦苦挣扎。”\n 另一位网友评论称:“埃隆的股票不是财富。即使特斯拉的股票数量翻倍,世界也不会更富裕。但...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-31/doc-inhervys6692438.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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)","BK4574":"无人驾驶","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) 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Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4612":"AI芯片","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"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-31/doc-inhervys6692438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2595745910","content_text":"马斯克在社交平台X上回应网友帖子时称,自己所持有的股票并不等同于财富,其“财富”只能通过为公众提供更多的产品和服务来增加,并称自己是创造者而不是索取者。\n 一位网友发帖称:“我们必须进行创新,同时也要确保劳动者能够公平地分享新增财富。如今,我们即将产生万亿美元富豪,而大多数人却还在为维持生计而苦苦挣扎。”\n 另一位网友评论称:“埃隆的股票不是财富。即使特斯拉的股票数量翻倍,世界也不会更富裕。但如果特斯拉汽车的数量翻倍,世界的财富就会显著增加。\n 对于他来说,要获得1万亿美元的资本,他必须组织劳动力,启动生产手段,以产生足够的消费者财富,使他的公司价值数万亿美元。也就是说,他必须把财富输送给消费者。\n 那些靠不平等来拉票的人不是社会主义者。他们没有说‘让我们建更多的房子或医院吧’,因为他们找不到任何有能力的人来组织劳动力,把这些东西最终建成。结果总是更多的国家债务和通胀加剧。”\n 马斯克回应称:“正确。我的特斯拉和SpaceX股票几乎是我所有的‘财富’,它们的价值只会随着这些公司生产和提供的有用产品的数量而增长。\n 这意味着我的‘财富’只能通过为公众提供更多的产品和服务来增加。此外,任何特斯拉和SpaceX的股东(包括员工)都能从股票升值中获益。\n 这是因为我是一个创造者,而不是像伯尼·桑德斯那种政客那样的索取者。他们索取,他们只会索取,因为他们不能或不愿创造。”\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:于健 SF069","news_type":1,"symbols_score_info":{"TSLA":1.9,"UFO":0.6,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564020913937535","authorId":"3564020913937535","name":"方枪枪8789","avatar":"https://static.tigerbbs.com/abf18994a361cc50c7af3744897b67fd","crmLevel":5,"crmLevelSwitch":1,"idStr":"3564020913937535","authorIdStr":"3564020913937535"},"content":"好奇问一下,你这么不遗余力的到处黑他也是为了赚钱?还是有什么其他动机?🤔","text":"好奇问一下,你这么不遗余力的到处黑他也是为了赚钱?还是有什么其他动机?🤔","html":"好奇问一下,你这么不遗余力的到处黑他也是为了赚钱?还是有什么其他动机?🤔"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516440605639544,"gmtCreate":1767113342767,"gmtModify":1767113345767,"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":"这话说得好像一点私心都没有,怪不得能成为宗教的教主[开心] 一个没有私心的人不会当上世界首富,不知道马圣现在还有没有到处私聊女生让她们给他生孩子。","listText":"这话说得好像一点私心都没有,怪不得能成为宗教的教主[开心] 一个没有私心的人不会当上世界首富,不知道马圣现在还有没有到处私聊女生让她们给他生孩子。","text":"这话说得好像一点私心都没有,怪不得能成为宗教的教主[开心] 一个没有私心的人不会当上世界首富,不知道马圣现在还有没有到处私聊女生让她们给他生孩子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516440605639544","repostId":"2595713454","repostType":2,"repost":{"id":"2595713454","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年,是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1767106684,"share":"https://www.laohu8.com/m/news/2595713454?lang=zh_CN&edition=full","pubTime":"2025-12-30 22:58","market":"us","language":"zh","title":"马斯克:特斯拉和 SpaceX 股票几乎是我全部的“财富”","url":"https://stock-news.laohu8.com/highlight/detail?id=2595713454","media":"链捕手","summary":" ChainCatcher 消息, 马斯克在社交媒体发文表示,“我的特斯拉和 SpaceX 股票几乎是我全部的“财富”,它们的价值只会随着这些公司生产和服务多少有用的产品和服务而增长。\n\n这意味着我的“财富”只会随着我为公众生产更多产品和服务而增加。此外,特斯拉和 SpaceX 的所有其他股东,包括员工,都能分享股票升值的收益。” ","content":"<html><body><p>ChainCatcher 消息, 马斯克在社交媒体发文表示,“我的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和 SpaceX 股票几乎是我全部的“财富”,它们的价值只会随着这些公司生产和服务多少有用的产品和服务而增长。</p>\n<p>这意味着我的“财富”只会随着我为公众生产更多产品和服务而增加。此外,特斯拉和 SpaceX 的所有其他股东,包括员工,都能分享股票升值的收益。”</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:特斯拉和 SpaceX 股票几乎是我全部的“财富”</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:特斯拉和 SpaceX 股票几乎是我全部的“财富”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2025-12-30 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息, 马斯克在社交媒体发文表示,“我的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和 SpaceX 股票几乎是我全部的“财富”,它们的价值只会随着这些公司生产和服务多少有用的产品和服务而增长。</p>\n<p>这意味着我的“财富”只会随着我为公众生产更多产品和服务而增加。此外,特斯拉和 SpaceX 的所有其他股东,包括员工,都能分享股票升值的收益。”</p></body></html>\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","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4543":"AI","LU1720051017.SGD":"Allianz Global 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ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC"},"source_url":"https://www.chaincatcher.com/article/2233729","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595713454","content_text":"ChainCatcher 消息, 马斯克在社交媒体发文表示,“我的特斯拉和 SpaceX 股票几乎是我全部的“财富”,它们的价值只会随着这些公司生产和服务多少有用的产品和服务而增长。\n这意味着我的“财富”只会随着我为公众生产更多产品和服务而增加。此外,特斯拉和 SpaceX 的所有其他股东,包括员工,都能分享股票升值的收益。”","news_type":1,"symbols_score_info":{"UFO":0.6,"TSLA":1.95,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516428783113224,"gmtCreate":1767110457658,"gmtModify":1767110460603,"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":"谷歌都没有,前景稳定和市盈率低的股票才是优质标的。特斯拉和pltr这两个市盈率上天,前景不明朗的公司也有就知道没啥参考价值了","listText":"谷歌都没有,前景稳定和市盈率低的股票才是优质标的。特斯拉和pltr这两个市盈率上天,前景不明朗的公司也有就知道没啥参考价值了","text":"谷歌都没有,前景稳定和市盈率低的股票才是优质标的。特斯拉和pltr这两个市盈率上天,前景不明朗的公司也有就知道没啥参考价值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/516428783113224","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274778362153","authorId":"3479274778362153","name":"letgo09","avatar":"https://static.laohu8.com/picture110","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274778362153","authorIdStr":"3479274778362153"},"content":"市盈率太高不稳当,还是低点踏实。","text":"市盈率太高不稳当,还是低点踏实。","html":"市盈率太高不稳当,还是低点踏实。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516275402818680,"gmtCreate":1767064456563,"gmtModify":1767064458772,"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":"丹和马圣都是穿一条裤子的这种分析都是在提高市梦率","listText":"丹和马圣都是穿一条裤子的这种分析都是在提高市梦率","text":"丹和马圣都是穿一条裤子的这种分析都是在提高市梦率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516275402818680","repostId":"2595751813","repostType":2,"repost":{"id":"2595751813","kind":"news","pubTimestamp":1767061245,"share":"https://www.laohu8.com/m/news/2595751813?lang=zh_CN&edition=full","pubTime":"2025-12-30 10:20","market":"sh","language":"zh","title":"Wedbush展望明年AI黄金赛道:除英伟达外,这五大科技巨头将主导市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2595751813","media":"智通财经","summary":"智通财经APP获悉,投行 Wedbush 称,除英伟达外,微软、Palantir、苹果、特斯拉和 CrowdStrike位列 2026 年人工智能领域最值得投资的前五大公司。在特斯拉方面,Wedbush 预计其市值将在未来几个月达到 2 万亿美元;在牛市情境下,由于自动驾驶汽车和机器人的兴起,到 2026 年底其市值可能达到 3 万亿美元。最后,Wedbush 认为苹果将能够利用其全球超过 24 亿台 iOS 设备和 15 亿部 iPhone 的庞大消费者基础,从 AI 中获利。","content":"<p>投行 Wedbush 称,除<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)外,<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)和 <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>(CRWD.US)位列 2026 年人工智能领域最值得投资的前五大公司。</p><p>由丹·艾夫斯领导分析师团队表示,“在我们看来,华尔街低估了 Azure 的增长前景,以及雷德蒙德(微软总部所在地)进入 2026 年之际即将发生的由 AI 驱动的转型。这使得微软成为我们未来一年最青睐的大盘科技股之一,”“虽然 AI 应用案例在 2025 财年显著增加,但显然,随着首席信息官(CIO)们纷纷为部署项目排期,2026 财年对于微软来说才是 AI 增长真正的拐点之年。”</p><p>至于 Palantir,Wedbush 认为,随着这家由亚历克斯·卡普领导的软件公司在政府和商业客户领域持续取得令人瞩目的进展,该公司仍有望发展成为一家市值达 1 万亿美元的公司。</p><p>与此同时,由于 CrowdStrike 的产品套件在未来一年将继续在企业级市场扩张,该公司预计将从 AI 中受益。</p><p>“我们认为,华尔街低估了 CrowdStrike 的增长潜力。网络安全仍是 AI 革命的二阶或三阶受益者,这正是我们看好该公司的原因,”艾夫斯指出。</p><p>在特斯拉方面,Wedbush 预计其市值将在未来几个月达到 2 万亿美元;在牛市情境下,由于自动驾驶汽车和机器人的兴起,到 2026 年底其市值可能达到 3 万亿美元。</p><p>“AI 估值将开始被释放。我们认为,特斯拉向 AI 驱动估值迈进的过程在未来 6 到 9 个月内已经开启。在我们看来,全自动驾驶(FSD)和自动驾驶在特斯拉现有用户群中的渗透,以及 Cybercab 在美国市场的加速发展,代表了马斯克及其公司的‘金蛋’,”艾夫斯补充道。</p><p>最后,Wedbush 认为苹果将能够利用其全球超过 24 亿台 iOS 设备和 15 亿部 iPhone 的庞大消费者基础,从 AI 中获利。</p><p>“我们相信,随着在经历了今年库比蒂诺总部令人费解的 AI 战略后,AI 变现篇章终于拉开帷幕,这一部分可能会在未来几年为苹果的价值每股增加 75 到 100 美元,”艾夫斯表示。“我们还相信,蒂姆·库克将至少担任苹果首席执行官直至 2027 年底,以带领苹果完成库比蒂诺这一关键的 AI 技术转型。”</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">\nWedbush展望明年AI黄金赛道:除英伟达外,这五大科技巨头将主导市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 10:20 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1386892.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投行 Wedbush 称,除英伟达(NVDA.US)外,微软(MSFT.US)、Palantir(PLTR.US)、苹果(AAPL.US)、特斯拉(TSLA.US)和 CrowdStrike(CRWD.US)位列 2026 年人工智能领域最值得投资的前五大公司。由丹·艾夫斯领导分析师团队表示,“在我们看来,华尔街低估了 Azure 的增长前景,以及雷德蒙德(微软总部所在地)进入 2026 年之际...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1386892.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) 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ACC","NVDU":"2倍做多NVDA ETF-Direxion"},"source_url":"http://www.zhitongcaijing.com/content/detail/1386892.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595751813","content_text":"投行 Wedbush 称,除英伟达(NVDA.US)外,微软(MSFT.US)、Palantir(PLTR.US)、苹果(AAPL.US)、特斯拉(TSLA.US)和 CrowdStrike(CRWD.US)位列 2026 年人工智能领域最值得投资的前五大公司。由丹·艾夫斯领导分析师团队表示,“在我们看来,华尔街低估了 Azure 的增长前景,以及雷德蒙德(微软总部所在地)进入 2026 年之际即将发生的由 AI 驱动的转型。这使得微软成为我们未来一年最青睐的大盘科技股之一,”“虽然 AI 应用案例在 2025 财年显著增加,但显然,随着首席信息官(CIO)们纷纷为部署项目排期,2026 财年对于微软来说才是 AI 增长真正的拐点之年。”至于 Palantir,Wedbush 认为,随着这家由亚历克斯·卡普领导的软件公司在政府和商业客户领域持续取得令人瞩目的进展,该公司仍有望发展成为一家市值达 1 万亿美元的公司。与此同时,由于 CrowdStrike 的产品套件在未来一年将继续在企业级市场扩张,该公司预计将从 AI 中受益。“我们认为,华尔街低估了 CrowdStrike 的增长潜力。网络安全仍是 AI 革命的二阶或三阶受益者,这正是我们看好该公司的原因,”艾夫斯指出。在特斯拉方面,Wedbush 预计其市值将在未来几个月达到 2 万亿美元;在牛市情境下,由于自动驾驶汽车和机器人的兴起,到 2026 年底其市值可能达到 3 万亿美元。“AI 估值将开始被释放。我们认为,特斯拉向 AI 驱动估值迈进的过程在未来 6 到 9 个月内已经开启。在我们看来,全自动驾驶(FSD)和自动驾驶在特斯拉现有用户群中的渗透,以及 Cybercab 在美国市场的加速发展,代表了马斯克及其公司的‘金蛋’,”艾夫斯补充道。最后,Wedbush 认为苹果将能够利用其全球超过 24 亿台 iOS 设备和 15 亿部 iPhone 的庞大消费者基础,从 AI 中获利。“我们相信,随着在经历了今年库比蒂诺总部令人费解的 AI 战略后,AI 变现篇章终于拉开帷幕,这一部分可能会在未来几年为苹果的价值每股增加 75 到 100 美元,”艾夫斯表示。“我们还相信,蒂姆·库克将至少担任苹果首席执行官直至 2027 年底,以带领苹果完成库比蒂诺这一关键的 AI 技术转型。”","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGUmain":0.6,"2NVD.UK":0.6,"PLTR":2,"NVD2.UK":0.6,"AAPL":2,"TSLA":2,"NVDD":0.6,"DUST":0.6,"NVDU":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NUGT":0.6,"NVD3.UK":0.6,"NVDA":1.96,"SGCmain":0.6,"NVD":0.6,"IAU":0.6,"CRWD":1.91,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516232294711464,"gmtCreate":1767053922480,"gmtModify":1767053924851,"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=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 这个走势就对了[你懂的] 保持住 ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 这个走势就对了[你懂的] 保持住 ","text":"$特斯拉(TSLA)$ 这个走势就对了[你懂的] 保持住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516232294711464","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516102377005136,"gmtCreate":1767022203216,"gmtModify":1767022206045,"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":"除了轿车和养殖业成功了,其他的没法贡献利润就万亿市值了[微笑] 全美股就你最特殊","listText":"除了轿车和养殖业成功了,其他的没法贡献利润就万亿市值了[微笑] 全美股就你最特殊","text":"除了轿车和养殖业成功了,其他的没法贡献利润就万亿市值了[微笑] 全美股就你最特殊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516102377005136","repostId":"1125377679","repostType":2,"repost":{"id":"1125377679","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":1767006415,"share":"https://www.laohu8.com/m/news/1125377679?lang=zh_CN&edition=full","pubTime":"2025-12-29 19:06","market":"us","language":"zh","title":"特斯拉股价在2025年逆势而行,2026年还能再来一次吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125377679","media":"老虎资讯综合","summary":"截至周一开盘前,特斯拉股价今年以来已上涨约 18%,尽管其盈利预期和汽车销量都在下降。利维给予特斯拉股票“持有”评级,目标价为 350 美元。艾夫斯给予特斯拉“买入”评级,目标价为 600 美元。2025 年的股价表现已使特斯拉成为标普 500 指数中估值最高的股票。然而,预测特斯拉股价从来都不容易。该股在 2025 年几乎肯定将以上涨收官。自 2010 年上市以来,特斯拉全年股价仅有两次下跌,分别发生在 2016 年和 2022 年。","content":"<html><head></head><body><p>特斯拉股价在 2025 年的表现相当反常,这向投资者传递了一个信号:汽车销量已经不那么重要了,现在一切都围绕着由 AI 驱动的无人驾驶出租车(Robotaxi)。</p><p>首席执行官埃隆·马斯克在假日期间再次强化了这一叙事。</p><p>周一盘前交易中,特斯拉(TSLA)股价下跌 1.47%,报 468.2 美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f9b15e79fbb0b73f4d644f8ce8edd62\" tg-width=\"538\" tg-height=\"162\"/></p><p>截至周一开盘前,特斯拉股价今年以来已上涨约 18%,尽管其盈利预期和汽车销量都在下降。</p><p>华尔街目前预计,特斯拉 2026 年的每股收益(EPS)为 2.17 美元;而一年前的预期约为 4.25 美元。对于第四季度,华尔街预计 EPS 为 0.44 美元,低于一年前的 0.73 美元。第四季度汽车交付量预计约为 44 万辆,低于一年前的约 49.6 万辆。而且第四季度销量预期仍在下调,最新的预测更接近 41.5 万辆。</p><p>不过,销量下滑似乎并未困扰投资者。巴克莱分析师丹·利维(Dan Levy)在最近的一份报告中写道:“汽车销量(以及更广泛的基本面)正在越来越多地被视为次要因素。到目前为止,我们认为股价几乎完全由叙事驱动,市场寄望于特斯拉在无人出租车、人形机器人 Optimus 和人工智能方面出现多个‘拐点’。”</p><p>利维给予特斯拉股票“持有”评级,目标价为 350 美元。</p><p>这些所谓的“拐点”包括:从特斯拉无人出租车服务中移除安全监督员。该服务已于 6 月在德克萨斯州奥斯汀上线。</p><p>马斯克在 12 月 24 日发推称,他正在一辆没有安全监督员的无人出租车中驾驶,这引发了市场对这一里程碑可能在 2025 年底前实现的期待。</p><p>另一个里程碑是服务范围的扩张。马斯克曾在 7 月表示,到 2025 年底,特斯拉的无人出租车服务或可覆盖美国一半人口。但现在看来,这一目标已无法实现。</p><p>尽管如此,韦德布什分析师丹·艾夫斯(Dan Ives)仍认为,到 2026 年底,特斯拉的无人出租车将运营于 30 个城市。这很可能使特斯拉超越 Alphabet 旗下的自动驾驶出租车服务 Waymo(目前在 5 个城市运营,并计划在未来几个月扩展至十多个城市)。</p><p>艾夫斯给予特斯拉“买入”评级,目标价为 600 美元。</p><p>2026 年无人出租车的进展至关重要。2025 年的股价表现已使特斯拉成为标普 500 指数中估值最高的股票。其股价约为未来 12 个月预期盈利的 220 倍;排名第二的是 AI 软件公司 Palantir Technologies,其市盈率约为 190 倍。</p><p>要么在 2026 年有大量特斯拉无人出租车载着付费乘客上路,并且不再需要安全监督员;要么,这只股票就可能面临麻烦。</p><p>然而,预测特斯拉股价从来都不容易。该股在 2025 年几乎肯定将以上涨收官。自 2010 年上市以来,特斯拉全年股价仅有两次下跌,分别发生在 2016 年和 2022 年。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价在2025年逆势而行,2026年还能再来一次吗?</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特斯拉股价在2025年逆势而行,2026年还能再来一次吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-29 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉股价在 2025 年的表现相当反常,这向投资者传递了一个信号:汽车销量已经不那么重要了,现在一切都围绕着由 AI 驱动的无人驾驶出租车(Robotaxi)。</p><p>首席执行官埃隆·马斯克在假日期间再次强化了这一叙事。</p><p>周一盘前交易中,特斯拉(TSLA)股价下跌 1.47%,报 468.2 美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f9b15e79fbb0b73f4d644f8ce8edd62\" tg-width=\"538\" tg-height=\"162\"/></p><p>截至周一开盘前,特斯拉股价今年以来已上涨约 18%,尽管其盈利预期和汽车销量都在下降。</p><p>华尔街目前预计,特斯拉 2026 年的每股收益(EPS)为 2.17 美元;而一年前的预期约为 4.25 美元。对于第四季度,华尔街预计 EPS 为 0.44 美元,低于一年前的 0.73 美元。第四季度汽车交付量预计约为 44 万辆,低于一年前的约 49.6 万辆。而且第四季度销量预期仍在下调,最新的预测更接近 41.5 万辆。</p><p>不过,销量下滑似乎并未困扰投资者。巴克莱分析师丹·利维(Dan Levy)在最近的一份报告中写道:“汽车销量(以及更广泛的基本面)正在越来越多地被视为次要因素。到目前为止,我们认为股价几乎完全由叙事驱动,市场寄望于特斯拉在无人出租车、人形机器人 Optimus 和人工智能方面出现多个‘拐点’。”</p><p>利维给予特斯拉股票“持有”评级,目标价为 350 美元。</p><p>这些所谓的“拐点”包括:从特斯拉无人出租车服务中移除安全监督员。该服务已于 6 月在德克萨斯州奥斯汀上线。</p><p>马斯克在 12 月 24 日发推称,他正在一辆没有安全监督员的无人出租车中驾驶,这引发了市场对这一里程碑可能在 2025 年底前实现的期待。</p><p>另一个里程碑是服务范围的扩张。马斯克曾在 7 月表示,到 2025 年底,特斯拉的无人出租车服务或可覆盖美国一半人口。但现在看来,这一目标已无法实现。</p><p>尽管如此,韦德布什分析师丹·艾夫斯(Dan Ives)仍认为,到 2026 年底,特斯拉的无人出租车将运营于 30 个城市。这很可能使特斯拉超越 Alphabet 旗下的自动驾驶出租车服务 Waymo(目前在 5 个城市运营,并计划在未来几个月扩展至十多个城市)。</p><p>艾夫斯给予特斯拉“买入”评级,目标价为 600 美元。</p><p>2026 年无人出租车的进展至关重要。2025 年的股价表现已使特斯拉成为标普 500 指数中估值最高的股票。其股价约为未来 12 个月预期盈利的 220 倍;排名第二的是 AI 软件公司 Palantir Technologies,其市盈率约为 190 倍。</p><p>要么在 2026 年有大量特斯拉无人出租车载着付费乘客上路,并且不再需要安全监督员;要么,这只股票就可能面临麻烦。</p><p>然而,预测特斯拉股价从来都不容易。该股在 2025 年几乎肯定将以上涨收官。自 2010 年上市以来,特斯拉全年股价仅有两次下跌,分别发生在 2016 年和 2022 年。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125377679","content_text":"特斯拉股价在 2025 年的表现相当反常,这向投资者传递了一个信号:汽车销量已经不那么重要了,现在一切都围绕着由 AI 驱动的无人驾驶出租车(Robotaxi)。首席执行官埃隆·马斯克在假日期间再次强化了这一叙事。周一盘前交易中,特斯拉(TSLA)股价下跌 1.47%,报 468.2 美元。截至周一开盘前,特斯拉股价今年以来已上涨约 18%,尽管其盈利预期和汽车销量都在下降。华尔街目前预计,特斯拉 2026 年的每股收益(EPS)为 2.17 美元;而一年前的预期约为 4.25 美元。对于第四季度,华尔街预计 EPS 为 0.44 美元,低于一年前的 0.73 美元。第四季度汽车交付量预计约为 44 万辆,低于一年前的约 49.6 万辆。而且第四季度销量预期仍在下调,最新的预测更接近 41.5 万辆。不过,销量下滑似乎并未困扰投资者。巴克莱分析师丹·利维(Dan Levy)在最近的一份报告中写道:“汽车销量(以及更广泛的基本面)正在越来越多地被视为次要因素。到目前为止,我们认为股价几乎完全由叙事驱动,市场寄望于特斯拉在无人出租车、人形机器人 Optimus 和人工智能方面出现多个‘拐点’。”利维给予特斯拉股票“持有”评级,目标价为 350 美元。这些所谓的“拐点”包括:从特斯拉无人出租车服务中移除安全监督员。该服务已于 6 月在德克萨斯州奥斯汀上线。马斯克在 12 月 24 日发推称,他正在一辆没有安全监督员的无人出租车中驾驶,这引发了市场对这一里程碑可能在 2025 年底前实现的期待。另一个里程碑是服务范围的扩张。马斯克曾在 7 月表示,到 2025 年底,特斯拉的无人出租车服务或可覆盖美国一半人口。但现在看来,这一目标已无法实现。尽管如此,韦德布什分析师丹·艾夫斯(Dan Ives)仍认为,到 2026 年底,特斯拉的无人出租车将运营于 30 个城市。这很可能使特斯拉超越 Alphabet 旗下的自动驾驶出租车服务 Waymo(目前在 5 个城市运营,并计划在未来几个月扩展至十多个城市)。艾夫斯给予特斯拉“买入”评级,目标价为 600 美元。2026 年无人出租车的进展至关重要。2025 年的股价表现已使特斯拉成为标普 500 指数中估值最高的股票。其股价约为未来 12 个月预期盈利的 220 倍;排名第二的是 AI 软件公司 Palantir Technologies,其市盈率约为 190 倍。要么在 2026 年有大量特斯拉无人出租车载着付费乘客上路,并且不再需要安全监督员;要么,这只股票就可能面临麻烦。然而,预测特斯拉股价从来都不容易。该股在 2025 年几乎肯定将以上涨收官。自 2010 年上市以来,特斯拉全年股价仅有两次下跌,分别发生在 2016 年和 2022 年。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515218069512936,"gmtCreate":1766761501304,"gmtModify":1766762993623,"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":"没有吸毒前的教主还是挺努力的","listText":"没有吸毒前的教主还是挺努力的","text":"没有吸毒前的教主还是挺努力的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515218069512936","repostId":"2593425178","repostType":2,"repost":{"id":"2593425178","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":1766552715,"share":"https://www.laohu8.com/m/news/2593425178?lang=zh_CN&edition=full","pubTime":"2025-12-24 13:05","market":"nz","language":"zh","title":"马斯克即将创下的人类历史记录:首位万亿富豪,单年度“赚钱之最”","url":"https://stock-news.laohu8.com/highlight/detail?id=2593425178","media":"华尔街见闻","summary":"马斯克财富在2025年因SpaceX估值跃升及特斯拉薪酬案胜诉而暴增,目前约7500亿美元并逼近万亿关口。若达到万亿,其财富占美国GDP比重将达约3%,远超洛克菲勒占当时美国GDP约2%的水平,标志着科技巨头影响力的历史性跨越。","content":"<html><head></head><body><blockquote><p>马斯克财富在2025年因SpaceX估值跃升及特斯拉薪酬案胜诉而暴增,目前约7500亿美元并逼近万亿关口。若达到万亿,其财富占美国GDP比重将达约3%,远超洛克菲勒占当时美国GDP约2%的水平,标志着科技巨头影响力的历史性跨越。</p></blockquote><p style=\"text-align: left;\">特斯拉与SpaceX的掌舵人埃隆·马斯克正站在人类财富历史的新高点。</p><p style=\"text-align: left;\">在刚刚过去的2025年,马斯克凭借旗下私营航天企业估值的飙升以及特斯拉薪酬案的法律逆转,创下了单年度财富增长的历史之最,并极有可能在近期打破万亿美元的身家纪录。据《巴伦周刊》估算,马斯克的净资产目前已达约7500亿美元。</p><p style=\"text-align: left;\">这一惊人的财富累积主要得益于马斯克旗下资产在2025年的爆发式增长。若计入2018年特斯拉薪酬奖励中包含的股票期权,马斯克的个人财富在这一年内激增了4000亿美元。这一增幅意味着,他仅需不到7秒钟的时间,就能赚得美国家庭一年的平均收入。即便剔除期权因素,其年度新增财富也达到了约2500亿美元,这与福布斯富豪榜上排名第二的Alphabet联合创始人Larry Page的总身家相当。</p><p style=\"text-align: left;\"><strong>SpaceX的估值跃升是推动这一轮财富暴涨的核心引擎,其不仅抵消了市场的早期波动,更成为马斯克冲击“万亿富豪”头衔的关键。</strong>随着SpaceX估值从约3500亿美元攀升至8000亿美元,市场预期其潜在的IPO(首次公开募股)可能寻求高达1.5万亿美元的估值。</p><p style=\"text-align: left;\">一旦实现,这将为马斯克额外带来约3000亿美元的财富,使其在未获得特斯拉最新一轮巨额股权奖励之前,便率先突破1万亿美元的财富大关。</p><p style=\"text-align: left;\">尽管在历史维度的财富比较中存在时代差异,但马斯克目前的财富量级已开始重新定义现代经济影响力的边界。</p><p style=\"text-align: left;\">相比于20世纪初洛克菲勒近10亿美元身家占当时美国GDP约2%的比例,若马斯克身家达到1万亿美元,其财富总额将接近美国GDP的3%。这一数字不仅反映了资本市场对其商业版图的极高定价,也折射出科技巨头在当今经济结构中的权重日益提升。</p><h2 id=\"id_4281257055\" style=\"text-align: left;\">SpaceX估值狂飙与IPO预期</h2><p style=\"text-align: left;\">虽然特斯拉股价在2025年上涨了约20%,为马斯克贡献了数以十亿计的收益,但SpaceX才是这一年财富增长的最大推手。</p><p style=\"text-align: left;\">据《巴伦周刊》报道,马斯克持有SpaceX约40%的股份。受其太空宽带服务Starlink拥有超过800万客户的乐观情绪推动,以及SpaceX将在轨道运行AI数据中心的潜力预期影响,<strong>该公司的估值已从约3500亿美元飙升至8000亿美元。</strong></p><p style=\"text-align: left;\"><strong>这一增长势头为马斯克晋升“万亿富豪”铺平了道路。</strong>市场初期报告指出,这家负责全球过半轨道发射任务的火箭公司若进行IPO,可能寻求1.5万亿美元的估值。马斯克本人也在12月于社交媒体平台X上表达了对IPO的某种认可。如果该估值兑现,即便特斯拉股价持平或微跌,IPO所带来的约3000亿美元增值也将直接把马斯克推向万亿美元身家的历史性节点。</p><h2 id=\"id_1386782092\" style=\"text-align: left;\">特斯拉薪酬案的法律转折</h2><p style=\"text-align: left;\">马斯克财富剧增的另一个关键变量来自于特斯拉2018年薪酬方案的法律裁决。该薪酬奖励曾于2024年两次被特拉华州法官宣布无效,但在2025年,特拉华州最高法院推翻了这一裁决,恢复了该方案的有效性。这笔期权激励直接大幅提升了马斯克2025年的账面收益回顾。</p><p style=\"text-align: left;\">值得注意的是,目前的7500亿美元身家估算中,并未包含2025年11月特斯拉股东授予他的约4.25亿股新股票。马斯克尚未正式获得这部分股权。要完全解锁这笔巨额奖励,他必须带领特斯拉实现约8.5万亿美元的市值目标,届时这笔奖励本身就将价值约1万亿美元。</p><h2 id=\"id_312463742\" style=\"text-align: left;\">从市场动荡到创纪录的一年</h2><p style=\"text-align: left;\">回顾2025年初,预测马斯克将创下人类历史上单年最大财富增幅似乎不可想象。当时,马斯克与当选总统特朗普的关系恶化,特斯拉销量因马斯克的政治立场影响品牌形象而下滑。</p><p style=\"text-align: left;\">此外,特朗普推行的关税政策一度导致纳斯达克综合指数陷入熊市。在剔除悬而未决的期权后,马斯克的身家在4月初曾低至3000亿美元。</p><p style=\"text-align: left;\">然而,随着市场复苏、xAI与X的合并以及SpaceX业务的爆发,局势迅速逆转。据私人公司交易平台Rainmaker Securities协助的数据分析,基于已发布报告中最激进的数据估算,马斯克不仅收复了失地,更创造了前所未有的财富增长纪录。</p><p style=\"text-align: left;\"><strong>这一数额是建立在马斯克致力于推动人类可持续未来发展的愿景之上,正以前所未有的速度重塑全球财富版图。</strong></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>马斯克即将创下的人类历史记录:首位万亿富豪,单年度“赚钱之最”</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马斯克即将创下的人类历史记录:首位万亿富豪,单年度“赚钱之最”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 13:05 北京时间 <a href=https://wallstreetcn.com/articles/3761974><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克财富在2025年因SpaceX估值跃升及特斯拉薪酬案胜诉而暴增,目前约7500亿美元并逼近万亿关口。若达到万亿,其财富占美国GDP比重将达约3%,远超洛克菲勒占当时美国GDP约2%的水平,标志着科技巨头影响力的历史性跨越。特斯拉与SpaceX的掌舵人埃隆·马斯克正站在人类财富历史的新高点。在刚刚过去的2025年,马斯克凭借旗下私营航天企业估值的飙升以及特斯拉薪酬案的法律逆转,创下了单年度财富...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761974\">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/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3761974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593425178","content_text":"马斯克财富在2025年因SpaceX估值跃升及特斯拉薪酬案胜诉而暴增,目前约7500亿美元并逼近万亿关口。若达到万亿,其财富占美国GDP比重将达约3%,远超洛克菲勒占当时美国GDP约2%的水平,标志着科技巨头影响力的历史性跨越。特斯拉与SpaceX的掌舵人埃隆·马斯克正站在人类财富历史的新高点。在刚刚过去的2025年,马斯克凭借旗下私营航天企业估值的飙升以及特斯拉薪酬案的法律逆转,创下了单年度财富增长的历史之最,并极有可能在近期打破万亿美元的身家纪录。据《巴伦周刊》估算,马斯克的净资产目前已达约7500亿美元。这一惊人的财富累积主要得益于马斯克旗下资产在2025年的爆发式增长。若计入2018年特斯拉薪酬奖励中包含的股票期权,马斯克的个人财富在这一年内激增了4000亿美元。这一增幅意味着,他仅需不到7秒钟的时间,就能赚得美国家庭一年的平均收入。即便剔除期权因素,其年度新增财富也达到了约2500亿美元,这与福布斯富豪榜上排名第二的Alphabet联合创始人Larry Page的总身家相当。SpaceX的估值跃升是推动这一轮财富暴涨的核心引擎,其不仅抵消了市场的早期波动,更成为马斯克冲击“万亿富豪”头衔的关键。随着SpaceX估值从约3500亿美元攀升至8000亿美元,市场预期其潜在的IPO(首次公开募股)可能寻求高达1.5万亿美元的估值。一旦实现,这将为马斯克额外带来约3000亿美元的财富,使其在未获得特斯拉最新一轮巨额股权奖励之前,便率先突破1万亿美元的财富大关。尽管在历史维度的财富比较中存在时代差异,但马斯克目前的财富量级已开始重新定义现代经济影响力的边界。相比于20世纪初洛克菲勒近10亿美元身家占当时美国GDP约2%的比例,若马斯克身家达到1万亿美元,其财富总额将接近美国GDP的3%。这一数字不仅反映了资本市场对其商业版图的极高定价,也折射出科技巨头在当今经济结构中的权重日益提升。SpaceX估值狂飙与IPO预期虽然特斯拉股价在2025年上涨了约20%,为马斯克贡献了数以十亿计的收益,但SpaceX才是这一年财富增长的最大推手。据《巴伦周刊》报道,马斯克持有SpaceX约40%的股份。受其太空宽带服务Starlink拥有超过800万客户的乐观情绪推动,以及SpaceX将在轨道运行AI数据中心的潜力预期影响,该公司的估值已从约3500亿美元飙升至8000亿美元。这一增长势头为马斯克晋升“万亿富豪”铺平了道路。市场初期报告指出,这家负责全球过半轨道发射任务的火箭公司若进行IPO,可能寻求1.5万亿美元的估值。马斯克本人也在12月于社交媒体平台X上表达了对IPO的某种认可。如果该估值兑现,即便特斯拉股价持平或微跌,IPO所带来的约3000亿美元增值也将直接把马斯克推向万亿美元身家的历史性节点。特斯拉薪酬案的法律转折马斯克财富剧增的另一个关键变量来自于特斯拉2018年薪酬方案的法律裁决。该薪酬奖励曾于2024年两次被特拉华州法官宣布无效,但在2025年,特拉华州最高法院推翻了这一裁决,恢复了该方案的有效性。这笔期权激励直接大幅提升了马斯克2025年的账面收益回顾。值得注意的是,目前的7500亿美元身家估算中,并未包含2025年11月特斯拉股东授予他的约4.25亿股新股票。马斯克尚未正式获得这部分股权。要完全解锁这笔巨额奖励,他必须带领特斯拉实现约8.5万亿美元的市值目标,届时这笔奖励本身就将价值约1万亿美元。从市场动荡到创纪录的一年回顾2025年初,预测马斯克将创下人类历史上单年最大财富增幅似乎不可想象。当时,马斯克与当选总统特朗普的关系恶化,特斯拉销量因马斯克的政治立场影响品牌形象而下滑。此外,特朗普推行的关税政策一度导致纳斯达克综合指数陷入熊市。在剔除悬而未决的期权后,马斯克的身家在4月初曾低至3000亿美元。然而,随着市场复苏、xAI与X的合并以及SpaceX业务的爆发,局势迅速逆转。据私人公司交易平台Rainmaker Securities协助的数据分析,基于已发布报告中最激进的数据估算,马斯克不仅收复了失地,更创造了前所未有的财富增长纪录。这一数额是建立在马斯克致力于推动人类可持续未来发展的愿景之上,正以前所未有的速度重塑全球财富版图。","news_type":1,"symbols_score_info":{"TSLA":1.95}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514986246722112,"gmtCreate":1766759428310,"gmtModify":1766759430618,"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":"希望发生交通事故的时候不要说是辅助驾驶的问题","listText":"希望发生交通事故的时候不要说是辅助驾驶的问题","text":"希望发生交通事故的时候不要说是辅助驾驶的问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514986246722112","repostId":"2594885294","repostType":2,"repost":{"id":"2594885294","kind":"highlight","weMediaInfo":{"introduction":"为财经记者、投资者服务!","home_visible":1,"media_name":"深蓝财经","id":"10","head_image":"https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b"},"pubTimestamp":1766745900,"share":"https://www.laohu8.com/m/news/2594885294?lang=zh_CN&edition=full","pubTime":"2025-12-26 18:45","market":"hk","language":"zh","title":"马斯克得意坏了,英伟达AI大神怒赞特斯拉FSD逆天","url":"https://stock-news.laohu8.com/highlight/detail?id=2594885294","media":"深蓝财经","summary":"马斯克得意洋洋的心情也藏不住了。1英伟达华裔AI总监表扬FSD周三,英伟达华裔人工智能总监Jim Fan(范麟熙)罕见地将特斯拉大大表扬了一番。他在X上对FSD测试视频的回复中,将特斯拉FSD称作“神一般的技术”。除此之外,马斯克还不遗余力地为特斯拉点赞。期间,他先后在百度美国、OpenAI、英伟达担任实习生,并且是OpenAI成立以来的第一位实习生。","content":"<html><body><div><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">来源丨北美商业见闻</span></span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">非常罕见,特斯拉的FSD技术震惊了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>华裔人工智能总监,该总监大呼“神乎其技”。马斯克得意洋洋的心情也藏不住了。</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">1</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达华裔AI总监表扬FSD</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">周三,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达华裔人工智能总监Jim Fan(</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">)罕见地将特斯拉大大表扬了一番。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他在X上对FSD测试视频的回复中,将特斯拉FSD称作“神一般的技术”。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a3626e8132d14bcfbb67543e578cc688\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙表示:“</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">我入手特斯拉的时间比较晚,但却是最早体验FSD v14的用户之一。这或许是我第一次体验到真正通过图灵测试的人工智能:结束一天漫长的工作后,你只需按下按钮,放松身心,却分不清是神经网络还是真人把你送回家。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“尽管我完全了解机器人学习的原理,但看着方向盘自动转动,我仍然觉得神奇。起初感觉很不真实,后来就成了日常习惯,”</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙补充道。“</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">然后,就像智能手机一样,一旦失去它,就会感到不自在。这就是人类如何被重新连接,并最终沉迷于如同神一般的技术。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">访问以下网址,订阅最新新闻电邮:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">https://nbwpress.com/subscribe.html</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在他引用的视频中,特斯拉在无人监管的情况下在道路上正常行驶并转弯。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">来自竞争对手的赞赏,当然也引起了马斯克的注意。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克并未直接回复</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙,而是在另一位X用户的帖子中表达了得意之情。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/cfde48d8db2641e586d66781ad7ff271\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克称:“现实世界中最好的人工智能是@<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>_AI 你能感受到它的感知能力。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">除此之外,马斯克还不遗余力地为特斯拉点赞。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2fad338602e24cd4b99778d551268b59\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在X用户发布的一段特斯拉自主驾驶视频中,该用户称:“特斯拉仿佛拥有人类般的感知能力,它能看懂世界,理解世界……感觉就像科幻电影里的情节……”</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/14ffdacda1b445a89a45d98ede8dc7bd\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克在回复该用户时介绍了特斯拉的人工智能原理:“输入光子,输出控制信号,就像人类一样。”</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">2</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">华人大神的光辉履历</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">之所以马斯克如此得意,也与范麟熙的“江湖地位”有着密切的关系。</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">可不是什么小卡拉米,他也是具身人工智能的大神级人物。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">目前,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙是</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达人工智能总监兼顶级科学家,也是GR00T项目(人形机器人)和GEAR(</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Generalist Embodied Agent Research,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">通用具身智能体研究</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">)实验室的联合负责人。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙身上还有多个标签:他曾是OpenAI的第一个实习生,World of Bits(世界比特)项目是开启他探索AGI与具身智能的起点;他先后师从知名AI教授Silvio Savarese与“人工智能教母”李飞飞,从静态视觉系统逐步转向更复杂的智能体交互环境,获得斯坦福大学博士学位;他领导的英伟达GEAR团队,专注于开发底层具身AI,让黄仁勋在今年GTC上率领一众人形机器人闪耀舞台。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3a7f170847a44991aab4f47367ab1963\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">此外,他还因在社交媒体上分享对AI领域的最新进展与自己的见解为人熟知,特别是对OpenAI的Sora与o1模型的剖析让他声名大噪。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">领英资料显示,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙的履历光彩照人。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他是90后,2016年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以最优等成绩</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">毕业于</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">纽约市哥伦比亚大学,获</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">计算机科学</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">理学学士学位;2021年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">毕业于斯坦福大学,获</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">计算机科学</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">哲学博士学位,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">博士导师正是李飞飞。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">期间,他先后在<a href=\"https://laohu8.com/S/BIDU\">百度</a>美国、OpenAI、英伟达担任实习生,并且是</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">OpenAI成立以来的第一位实习生。2021年,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙入职英伟达,2024年即晋升首席研究科学家,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">创立GEAR研究团队,2025年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">领导GR00T项目,研究通用机器人的基础模型和技术。</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">3</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉面临500美元重要关口</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">周三,特斯拉股价收于485.40美元/股,较周一盘中创出的历史高点略有下跌。随着年底临近,投资者仍在关注特斯拉能否突破具有重要心理意义的500美元关口。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3dc43fcc8c8f4aeaa369059277ecee0a\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉本周五的交易时段面临着多个利好消息:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·多位分析师下调了对第四季度交付量的预期。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·Robotaxi测试的最新进展正在强化“特斯拉作为人工智能平台”的说法。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·监管机构正在加强对自动驾驶/全自动驾驶技术营销和安全事故的审查。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">目前多项预测均显示,2025年第四季度的交付量将低于市场普遍预期:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">New Street Research:交付量为415,000至435,000辆(Investing.com引用的普遍预期约为440,000辆);瑞银(Joseph Spak):约415,000辆。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">路透社的报道多次指出,2025年电动汽车需求的波动与7,500美元联邦电动汽车税收抵免政策的结束有关,这引发了到期前的抢购潮,随后导致需求暴跌。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">路透社认为,特斯拉的估值很大程度上取决于马斯克进军无人出租车和人形机器人领域的举措,尽管汽车销售仍然是为这一转型提供资金的财务基础。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉自己也公布了2026年路线图:路透社报道称,特斯拉表示,它正按计划于2026年开始批量生产Cybercab 机器人出租车、Semi和Megapack 3等产品,而Optimus的生产预计将于2026 年底开始。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这让分析师对特斯拉的预测出现了分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·摩根士</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">丹利:因估值过</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">高下调评级</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">多家媒体报道称,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将特斯拉的评级下调至“中性”,主要原因是估值和“已反映在股价中的”预期,但同时仍将其目标价下调至425美元。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·<a href=\"https://laohu8.com/S/DB\">德意志银行</a>:上调目标价,维持买入评级</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">德意志银行将特斯拉的目标股价上调至500美元,并维持“买入”评级,这反映出尽管近期交付情况尚存争议,但该行仍然对特斯拉的长期发展前景(无人驾驶出租车/人工智能)充满信心。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·New Street Research:买入评级,目标价600美元</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">New Street Research在其特斯拉专题页面上给出了“买入”评级和600 美元的目标价,这进一步表明,一些看涨特斯拉的观点仍然基于自动驾驶技术的上涨前景。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">尽管有知名多头的看涨,一些数据显示,综合目标价仍然明显低于当前股价。例如,巴伦周刊的市场数据页面显示,平均目标价在400美元左右,且目标价波动范围较大。</span></span></p><hr arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" scale=\"\" solid=\"\" system-ui=\"\" ui=\"\" yahei=\"\"/><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">深蓝财经新媒体集群发源于深蓝财经记者社区,已有15年历史,是国内知名财经新媒体,旗下账号关注中国最具价值公司、前沿行业发展、新兴区域经济,为投资者、上市公司高管、中产阶级提供价值内容,欢迎关注。</span></span></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克得意坏了,英伟达AI大神怒赞特斯拉FSD逆天</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马斯克得意坏了,英伟达AI大神怒赞特斯拉FSD逆天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/10\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深蓝财经 </p>\n<p class=\"h-time\">2025-12-26 18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">来源丨北美商业见闻</span></span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">非常罕见,特斯拉的FSD技术震惊了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>华裔人工智能总监,该总监大呼“神乎其技”。马斯克得意洋洋的心情也藏不住了。</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">1</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达华裔AI总监表扬FSD</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">周三,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达华裔人工智能总监Jim Fan(</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">)罕见地将特斯拉大大表扬了一番。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他在X上对FSD测试视频的回复中,将特斯拉FSD称作“神一般的技术”。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a3626e8132d14bcfbb67543e578cc688\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙表示:“</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">我入手特斯拉的时间比较晚,但却是最早体验FSD v14的用户之一。这或许是我第一次体验到真正通过图灵测试的人工智能:结束一天漫长的工作后,你只需按下按钮,放松身心,却分不清是神经网络还是真人把你送回家。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“尽管我完全了解机器人学习的原理,但看着方向盘自动转动,我仍然觉得神奇。起初感觉很不真实,后来就成了日常习惯,”</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙补充道。“</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">然后,就像智能手机一样,一旦失去它,就会感到不自在。这就是人类如何被重新连接,并最终沉迷于如同神一般的技术。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">访问以下网址,订阅最新新闻电邮:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">https://nbwpress.com/subscribe.html</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在他引用的视频中,特斯拉在无人监管的情况下在道路上正常行驶并转弯。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">来自竞争对手的赞赏,当然也引起了马斯克的注意。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克并未直接回复</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙,而是在另一位X用户的帖子中表达了得意之情。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/cfde48d8db2641e586d66781ad7ff271\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克称:“现实世界中最好的人工智能是@<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>_AI 你能感受到它的感知能力。”</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">除此之外,马斯克还不遗余力地为特斯拉点赞。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2fad338602e24cd4b99778d551268b59\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在X用户发布的一段特斯拉自主驾驶视频中,该用户称:“特斯拉仿佛拥有人类般的感知能力,它能看懂世界,理解世界……感觉就像科幻电影里的情节……”</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/14ffdacda1b445a89a45d98ede8dc7bd\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马斯克在回复该用户时介绍了特斯拉的人工智能原理:“输入光子,输出控制信号,就像人类一样。”</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">2</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">华人大神的光辉履历</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">之所以马斯克如此得意,也与范麟熙的“江湖地位”有着密切的关系。</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">可不是什么小卡拉米,他也是具身人工智能的大神级人物。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">目前,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙是</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">英伟达人工智能总监兼顶级科学家,也是GR00T项目(人形机器人)和GEAR(</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Generalist Embodied Agent Research,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">通用具身智能体研究</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">)实验室的联合负责人。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙身上还有多个标签:他曾是OpenAI的第一个实习生,World of Bits(世界比特)项目是开启他探索AGI与具身智能的起点;他先后师从知名AI教授Silvio Savarese与“人工智能教母”李飞飞,从静态视觉系统逐步转向更复杂的智能体交互环境,获得斯坦福大学博士学位;他领导的英伟达GEAR团队,专注于开发底层具身AI,让黄仁勋在今年GTC上率领一众人形机器人闪耀舞台。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3a7f170847a44991aab4f47367ab1963\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">此外,他还因在社交媒体上分享对AI领域的最新进展与自己的见解为人熟知,特别是对OpenAI的Sora与o1模型的剖析让他声名大噪。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">领英资料显示,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙的履历光彩照人。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他是90后,2016年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以最优等成绩</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">毕业于</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">纽约市哥伦比亚大学,获</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">计算机科学</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">理学学士学位;2021年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">毕业于斯坦福大学,获</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">计算机科学</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">哲学博士学位,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">博士导师正是李飞飞。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">期间,他先后在<a href=\"https://laohu8.com/S/BIDU\">百度</a>美国、OpenAI、英伟达担任实习生,并且是</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">OpenAI成立以来的第一位实习生。2021年,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">范麟熙入职英伟达,2024年即晋升首席研究科学家,</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">创立GEAR研究团队,2025年</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">领导GR00T项目,研究通用机器人的基础模型和技术。</span></span></p><p aria-describedby=\"tooltip458514\" hm_fix=\"300:607\" title=\"\"><span leaf=\"\">3</span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" blinkmacsystemfont=\"\" bold=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉面临500美元重要关口</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">周三,特斯拉股价收于485.40美元/股,较周一盘中创出的历史高点略有下跌。随着年底临近,投资者仍在关注特斯拉能否突破具有重要心理意义的500美元关口。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3dc43fcc8c8f4aeaa369059277ecee0a\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉本周五的交易时段面临着多个利好消息:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·多位分析师下调了对第四季度交付量的预期。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·Robotaxi测试的最新进展正在强化“特斯拉作为人工智能平台”的说法。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·监管机构正在加强对自动驾驶/全自动驾驶技术营销和安全事故的审查。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">目前多项预测均显示,2025年第四季度的交付量将低于市场普遍预期:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">New Street Research:交付量为415,000至435,000辆(Investing.com引用的普遍预期约为440,000辆);瑞银(Joseph Spak):约415,000辆。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">路透社的报道多次指出,2025年电动汽车需求的波动与7,500美元联邦电动汽车税收抵免政策的结束有关,这引发了到期前的抢购潮,随后导致需求暴跌。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">路透社认为,特斯拉的估值很大程度上取决于马斯克进军无人出租车和人形机器人领域的举措,尽管汽车销售仍然是为这一转型提供资金的财务基础。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">特斯拉自己也公布了2026年路线图:路透社报道称,特斯拉表示,它正按计划于2026年开始批量生产Cybercab 机器人出租车、Semi和Megapack 3等产品,而Optimus的生产预计将于2026 年底开始。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这让分析师对特斯拉的预测出现了分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·摩根士</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">丹利:因估值过</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">高下调评级</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">多家媒体报道称,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将特斯拉的评级下调至“中性”,主要原因是估值和“已反映在股价中的”预期,但同时仍将其目标价下调至425美元。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·<a href=\"https://laohu8.com/S/DB\">德意志银行</a>:上调目标价,维持买入评级</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">德意志银行将特斯拉的目标股价上调至500美元,并维持“买入”评级,这反映出尽管近期交付情况尚存争议,但该行仍然对特斯拉的长期发展前景(无人驾驶出租车/人工智能)充满信心。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">·New Street Research:买入评级,目标价600美元</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">New Street Research在其特斯拉专题页面上给出了“买入”评级和600 美元的目标价,这进一步表明,一些看涨特斯拉的观点仍然基于自动驾驶技术的上涨前景。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">尽管有知名多头的看涨,一些数据显示,综合目标价仍然明显低于当前股价。例如,巴伦周刊的市场数据页面显示,平均目标价在400美元左右,且目标价波动范围较大。</span></span></p><hr arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" scale=\"\" solid=\"\" system-ui=\"\" ui=\"\" yahei=\"\"/><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">深蓝财经新媒体集群发源于深蓝财经记者社区,已有15年历史,是国内知名财经新媒体,旗下账号关注中国最具价值公司、前沿行业发展、新兴区域经济,为投资者、上市公司高管、中产阶级提供价值内容,欢迎关注。</span></span></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) 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INC"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247593792&idx=4&sn=037603c218ce6f1ca87cbf37978e1dd0&chksm=fa4c4677e63fd6a8bb13a318bb03a570653ac4a9a7f785066fd8e07f85dcb7a6fadf73b37e35&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2594885294","content_text":"来源丨北美商业见闻非常罕见,特斯拉的FSD技术震惊了英伟达华裔人工智能总监,该总监大呼“神乎其技”。马斯克得意洋洋的心情也藏不住了。1英伟达华裔AI总监表扬FSD周三,英伟达华裔人工智能总监Jim Fan(范麟熙)罕见地将特斯拉大大表扬了一番。他在X上对FSD测试视频的回复中,将特斯拉FSD称作“神一般的技术”。范麟熙表示:“我入手特斯拉的时间比较晚,但却是最早体验FSD v14的用户之一。这或许是我第一次体验到真正通过图灵测试的人工智能:结束一天漫长的工作后,你只需按下按钮,放松身心,却分不清是神经网络还是真人把你送回家。”“尽管我完全了解机器人学习的原理,但看着方向盘自动转动,我仍然觉得神奇。起初感觉很不真实,后来就成了日常习惯,”范麟熙补充道。“然后,就像智能手机一样,一旦失去它,就会感到不自在。这就是人类如何被重新连接,并最终沉迷于如同神一般的技术。”访问以下网址,订阅最新新闻电邮:https://nbwpress.com/subscribe.html在他引用的视频中,特斯拉在无人监管的情况下在道路上正常行驶并转弯。来自竞争对手的赞赏,当然也引起了马斯克的注意。马斯克并未直接回复范麟熙,而是在另一位X用户的帖子中表达了得意之情。马斯克称:“现实世界中最好的人工智能是@Tesla_AI 你能感受到它的感知能力。”除此之外,马斯克还不遗余力地为特斯拉点赞。在X用户发布的一段特斯拉自主驾驶视频中,该用户称:“特斯拉仿佛拥有人类般的感知能力,它能看懂世界,理解世界……感觉就像科幻电影里的情节……”马斯克在回复该用户时介绍了特斯拉的人工智能原理:“输入光子,输出控制信号,就像人类一样。”2华人大神的光辉履历之所以马斯克如此得意,也与范麟熙的“江湖地位”有着密切的关系。范麟熙可不是什么小卡拉米,他也是具身人工智能的大神级人物。目前,范麟熙是英伟达人工智能总监兼顶级科学家,也是GR00T项目(人形机器人)和GEAR(Generalist Embodied Agent Research,通用具身智能体研究)实验室的联合负责人。范麟熙身上还有多个标签:他曾是OpenAI的第一个实习生,World of Bits(世界比特)项目是开启他探索AGI与具身智能的起点;他先后师从知名AI教授Silvio Savarese与“人工智能教母”李飞飞,从静态视觉系统逐步转向更复杂的智能体交互环境,获得斯坦福大学博士学位;他领导的英伟达GEAR团队,专注于开发底层具身AI,让黄仁勋在今年GTC上率领一众人形机器人闪耀舞台。此外,他还因在社交媒体上分享对AI领域的最新进展与自己的见解为人熟知,特别是对OpenAI的Sora与o1模型的剖析让他声名大噪。领英资料显示,范麟熙的履历光彩照人。他是90后,2016年以最优等成绩毕业于纽约市哥伦比亚大学,获计算机科学理学学士学位;2021年毕业于斯坦福大学,获计算机科学哲学博士学位,博士导师正是李飞飞。期间,他先后在百度美国、OpenAI、英伟达担任实习生,并且是OpenAI成立以来的第一位实习生。2021年,范麟熙入职英伟达,2024年即晋升首席研究科学家,创立GEAR研究团队,2025年领导GR00T项目,研究通用机器人的基础模型和技术。3特斯拉面临500美元重要关口周三,特斯拉股价收于485.40美元/股,较周一盘中创出的历史高点略有下跌。随着年底临近,投资者仍在关注特斯拉能否突破具有重要心理意义的500美元关口。特斯拉本周五的交易时段面临着多个利好消息:·多位分析师下调了对第四季度交付量的预期。·Robotaxi测试的最新进展正在强化“特斯拉作为人工智能平台”的说法。·监管机构正在加强对自动驾驶/全自动驾驶技术营销和安全事故的审查。目前多项预测均显示,2025年第四季度的交付量将低于市场普遍预期:New Street Research:交付量为415,000至435,000辆(Investing.com引用的普遍预期约为440,000辆);瑞银(Joseph Spak):约415,000辆。路透社的报道多次指出,2025年电动汽车需求的波动与7,500美元联邦电动汽车税收抵免政策的结束有关,这引发了到期前的抢购潮,随后导致需求暴跌。路透社认为,特斯拉的估值很大程度上取决于马斯克进军无人出租车和人形机器人领域的举措,尽管汽车销售仍然是为这一转型提供资金的财务基础。特斯拉自己也公布了2026年路线图:路透社报道称,特斯拉表示,它正按计划于2026年开始批量生产Cybercab 机器人出租车、Semi和Megapack 3等产品,而Optimus的生产预计将于2026 年底开始。这让分析师对特斯拉的预测出现了分歧。·摩根士丹利:因估值过高下调评级多家媒体报道称,摩根士丹利将特斯拉的评级下调至“中性”,主要原因是估值和“已反映在股价中的”预期,但同时仍将其目标价下调至425美元。·德意志银行:上调目标价,维持买入评级德意志银行将特斯拉的目标股价上调至500美元,并维持“买入”评级,这反映出尽管近期交付情况尚存争议,但该行仍然对特斯拉的长期发展前景(无人驾驶出租车/人工智能)充满信心。·New Street Research:买入评级,目标价600美元New Street Research在其特斯拉专题页面上给出了“买入”评级和600 美元的目标价,这进一步表明,一些看涨特斯拉的观点仍然基于自动驾驶技术的上涨前景。尽管有知名多头的看涨,一些数据显示,综合目标价仍然明显低于当前股价。例如,巴伦周刊的市场数据页面显示,平均目标价在400美元左右,且目标价波动范围较大。深蓝财经新媒体集群发源于深蓝财经记者社区,已有15年历史,是国内知名财经新媒体,旗下账号关注中国最具价值公司、前沿行业发展、新兴区域经济,为投资者、上市公司高管、中产阶级提供价值内容,欢迎关注。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6,"TSYW.SI":0.6,"3NVD.UK":0.6,"NVDS":0.6,"UFO":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"TSLA":1.96,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514279306138800,"gmtCreate":1766586902513,"gmtModify":1766586905156,"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":"宗教信仰才是核心,畜牧业助推股价[龇牙] ","listText":"宗教信仰才是核心,畜牧业助推股价[龇牙] ","text":"宗教信仰才是核心,畜牧业助推股价[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514279306138800","repostId":"2593476252","repostType":2,"repost":{"id":"2593476252","kind":"news","pubTimestamp":1766564490,"share":"https://www.laohu8.com/m/news/2593476252?lang=zh_CN&edition=full","pubTime":"2025-12-24 16:21","market":"us","language":"zh","title":"销量连跌,股价新高:特斯拉为何被市场“原谅”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2593476252","media":"金十数据","summary":"尽管全球主要市场电动车销量持续下滑,特斯拉股价却逼近历史高位。目前,特斯拉正面临连续第二年年度销量下滑的局面。行业组织周二发布的数据显示,截至11月30日,特斯拉今年在欧盟的销量较去年同期下降近39%。根据FactSet的共识预期,特斯拉预计将公布第四季度汽车销量为44.9万辆,全年电动汽车交付量约为160万辆。乔治·贾纳里卡斯写道:“鉴于特斯拉近期股价走强,市场似乎正将目光越过本季度,我们亦打算如此。”","content":"<html><body><article><p>尽管全球主要市场电动车销量持续下滑,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价却逼近历史高位。投资者的目光已越过短期业绩,聚焦于其自动驾驶出租车等人工智能业务带来的未来想象。</p><p>分析师表示:“市场似乎正将目光越过本季度,我们亦打算如此。”目前,特斯拉正面临连续第二年年度销量下滑的局面。</p><p>尽管特斯拉(TSLA.O)的电动汽车销量预计将再次未达预期,其股价却仍接近历史高位,这是因为投资者和分析师正紧盯未来由人工智能驱动的新增长。</p><p>行业组织周二发布的数据显示,截至11月30日,特斯拉今年在欧盟的销量较去年同期下降近39%。截至11月,其在中国的交付量下滑超过8%,而据预估,其2025年在美销量预计将下降9%。</p><p>根据FactSet的共识预期,特斯拉预计将公布第四季度汽车销量为44.9万辆,全年电动汽车交付量约为160万辆。这意味着其正步入连续第二年销量下滑的轨道。</p><p>加通贝祥的分析师乔治·贾纳里<a href=\"https://laohu8.com/S/GNOW\">卡斯</a>周一将其对特斯拉第四季度电动汽车销量的预测从47万辆下调至约42.7万辆。但他同时将目标股价从每股482美元上调至551美元,并重申对该股的“买入”评级。</p><p>乔治·贾纳里卡斯写道:“鉴于特斯拉近期股价走强,市场似乎正将目光越过本季度,我们亦打算如此。”</p><p>该股周一盘中创下498.83美元的历史新高,当日收于488.73美元,周二则下跌了0.7%。</p><p>尽管贾纳里卡斯认为特斯拉在电动汽车领域有反弹潜力,但他和市场的大部分焦点都集中在人工智能,尤其是机器人出租车上。看涨特斯拉的韦德布什分析师丹·艾夫斯近期表示,基于其机器人和人工智能计划,该公司到2027年市值可能达到3万亿美元。这意味着其市值将从目前约1.6万亿美元接近翻倍。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师在最近给投资者的报告中写道:“然而,或许更重要的是,围绕机器人出租车的故事叙述依然强劲。”他们也同时下调了对特斯拉电动汽车销量的预测。</p><p>特斯拉计划在全美推出一个完全自动驾驶的叫车网络,以与Alphabet(GOOGL.O)旗下的Waymo和<a href=\"https://laohu8.com/S/UBER\">优步</a>科技竞争。该公司还在研发一款定制的机器人出租车,预计明年投入生产。</p><p>过去几个月,该公司已在得克萨斯州奥斯汀和旧金山湾区运营有限范围的叫车服务。特斯拉已开始在奥斯汀测试无安全员的自动驾驶行程,目标是在本月月底前提供完全自动驾驶的乘车服务。</p><p>特斯拉还计划在今年年底前将其叫车服务扩展到美国其他几个城市,并扩大其在奥斯汀的车队规模。然而,其进展比乔治·贾纳里卡斯等人希望的要慢,而距离2026年只剩大约一周时间。</p><p>晨星的分析师塞思·戈尔茨坦认为,市场对机器人出租车业务赋予了过高的估值,他表示这项业务需要多年时间才能完全发展起来。“特斯拉的交易价格远高于我们所认为的合理价值,”戈尔茨坦说,他给予该股相当于“卖出”的评级,目标价为300美元,这意味着较当前水平有约39%的下跌空间。</p><p>除了机器人出租车,特斯拉还在研发人形机器人和定制人工智能芯片,为其技术和数据中心提供动力。预计机器人和芯片都将在2026年投入生产。</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>销量连跌,股价新高:特斯拉为何被市场“原谅”?</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销量连跌,股价新高:特斯拉为何被市场“原谅”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 16:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224183220a472f246&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管全球主要市场电动车销量持续下滑,特斯拉股价却逼近历史高位。投资者的目光已越过短期业绩,聚焦于其自动驾驶出租车等人工智能业务带来的未来想象。分析师表示:“市场似乎正将目光越过本季度,我们亦打算如此。”目前,特斯拉正面临连续第二年年度销量下滑的局面。尽管特斯拉(TSLA.O)的电动汽车销量预计将再次未达预期,其股价却仍接近历史高位,这是因为投资者和分析师正紧盯未来由人工智能驱动的新增长。行业组织...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224183220a472f246&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":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224183220a472f246&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2593476252","content_text":"尽管全球主要市场电动车销量持续下滑,特斯拉股价却逼近历史高位。投资者的目光已越过短期业绩,聚焦于其自动驾驶出租车等人工智能业务带来的未来想象。分析师表示:“市场似乎正将目光越过本季度,我们亦打算如此。”目前,特斯拉正面临连续第二年年度销量下滑的局面。尽管特斯拉(TSLA.O)的电动汽车销量预计将再次未达预期,其股价却仍接近历史高位,这是因为投资者和分析师正紧盯未来由人工智能驱动的新增长。行业组织周二发布的数据显示,截至11月30日,特斯拉今年在欧盟的销量较去年同期下降近39%。截至11月,其在中国的交付量下滑超过8%,而据预估,其2025年在美销量预计将下降9%。根据FactSet的共识预期,特斯拉预计将公布第四季度汽车销量为44.9万辆,全年电动汽车交付量约为160万辆。这意味着其正步入连续第二年销量下滑的轨道。加通贝祥的分析师乔治·贾纳里卡斯周一将其对特斯拉第四季度电动汽车销量的预测从47万辆下调至约42.7万辆。但他同时将目标股价从每股482美元上调至551美元,并重申对该股的“买入”评级。乔治·贾纳里卡斯写道:“鉴于特斯拉近期股价走强,市场似乎正将目光越过本季度,我们亦打算如此。”该股周一盘中创下498.83美元的历史新高,当日收于488.73美元,周二则下跌了0.7%。尽管贾纳里卡斯认为特斯拉在电动汽车领域有反弹潜力,但他和市场的大部分焦点都集中在人工智能,尤其是机器人出租车上。看涨特斯拉的韦德布什分析师丹·艾夫斯近期表示,基于其机器人和人工智能计划,该公司到2027年市值可能达到3万亿美元。这意味着其市值将从目前约1.6万亿美元接近翻倍。德意志银行分析师在最近给投资者的报告中写道:“然而,或许更重要的是,围绕机器人出租车的故事叙述依然强劲。”他们也同时下调了对特斯拉电动汽车销量的预测。特斯拉计划在全美推出一个完全自动驾驶的叫车网络,以与Alphabet(GOOGL.O)旗下的Waymo和优步科技竞争。该公司还在研发一款定制的机器人出租车,预计明年投入生产。过去几个月,该公司已在得克萨斯州奥斯汀和旧金山湾区运营有限范围的叫车服务。特斯拉已开始在奥斯汀测试无安全员的自动驾驶行程,目标是在本月月底前提供完全自动驾驶的乘车服务。特斯拉还计划在今年年底前将其叫车服务扩展到美国其他几个城市,并扩大其在奥斯汀的车队规模。然而,其进展比乔治·贾纳里卡斯等人希望的要慢,而距离2026年只剩大约一周时间。晨星的分析师塞思·戈尔茨坦认为,市场对机器人出租车业务赋予了过高的估值,他表示这项业务需要多年时间才能完全发展起来。“特斯拉的交易价格远高于我们所认为的合理价值,”戈尔茨坦说,他给予该股相当于“卖出”的评级,目标价为300美元,这意味着较当前水平有约39%的下跌空间。除了机器人出租车,特斯拉还在研发人形机器人和定制人工智能芯片,为其技术和数据中心提供动力。预计机器人和芯片都将在2026年投入生产。","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514080753726632,"gmtCreate":1766534160309,"gmtModify":1766534163431,"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":"远程操控的玩意也能商用吗?灵活像人总是在官方的演示视频里,真正到线下就不启动或者只有特斯拉餐厅限定[微笑] 小鹏的机器人就有人质疑,特斯拉的机器人就圈粉,全球最大宗教兼养殖业。","listText":"远程操控的玩意也能商用吗?灵活像人总是在官方的演示视频里,真正到线下就不启动或者只有特斯拉餐厅限定[微笑] 小鹏的机器人就有人质疑,特斯拉的机器人就圈粉,全球最大宗教兼养殖业。","text":"远程操控的玩意也能商用吗?灵活像人总是在官方的演示视频里,真正到线下就不启动或者只有特斯拉餐厅限定[微笑] 小鹏的机器人就有人质疑,特斯拉的机器人就圈粉,全球最大宗教兼养殖业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514080753726632","repostId":"2593855464","repostType":2,"repost":{"id":"2593855464","kind":"news","pubTimestamp":1766470800,"share":"https://www.laohu8.com/m/news/2593855464?lang=zh_CN&edition=full","pubTime":"2025-12-23 14:20","market":"us","language":"zh","title":"特斯拉 Optimus 卖爆米花了!人形机器人真的要走进你常去的餐厅了","url":"https://stock-news.laohu8.com/highlight/detail?id=2593855464","media":"Ofweek光电信息网","summary":"12 月 22 日的一段演示,让 “擎天柱” Optimus 又圈了波粉 —— 这个特斯拉人形机器人,居然在服务场景里当起了 “爆米花柜员”。特斯拉工程师透露,这种标准化服务场景里,Optimus 的错误率已经降到 0.3% 以下。从 “能做动作” 到 “会做服务”,Optimus 的这次演示,其实是给服务型人形机器人的商用按下了 “加速键”。","content":"<html><body><article><p>12 月 22 日的一段演示,让 “擎天柱” Optimus 又圈了波粉 —— 这个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>人形机器人,居然在服务场景里当起了 “爆米花柜员”。</p><p>它的操作流畅到有点像真人:先精准取到空盒,接着定量把爆米花倒进盒里,最后稳稳封好袋口,整套动作一气呵成。最细节的是抓握爆米花时,它会主动 “收力”,生怕捏碎酥脆的颗粒,这种细腻的力控水平,已经比不少传统工业机械臂更 “懂分寸”。</p><p>没顾客的时候更聪明:它会自动切到低功耗待机模式,但传感器全程保持激活 —— 既省电,又能随时响应新需求,这种 “动静结合” 的类人行为,已经不是 “机械执行动作”,而是开始 “判断服务节奏” 了。</p><p>特斯拉工程师透露,这种标准化服务场景里,Optimus 的错误率已经降到 0.3% 以下。虽然和熟手服务员比还有差距,但这个可靠性,已经够它在特定场景里 “上岗” 了。</p><p>其实它早就不是实验室里的 “演示品”:今年 7 月,特斯拉在好莱坞开的首家 “超级充电餐厅” 试营业,Optimus 已经在里面承担服务任务 —— 这是它第一次从实验室走进真实的商业环境。</p><p>从 “能做动作” 到 “会做服务”,Optimus 的这次演示,其实是给服务型人形机器人的商用按下了 “加速键”。</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 Optimus 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.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 Optimus 卖爆米花了!人形机器人真的要走进你常去的餐厅了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-23 14:20 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223142900a6c4a107&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 月 22 日的一段演示,让 “擎天柱” Optimus 又圈了波粉 —— 这个特斯拉人形机器人,居然在服务场景里当起了 “爆米花柜员”。它的操作流畅到有点像真人:先精准取到空盒,接着定量把爆米花倒进盒里,最后稳稳封好袋口,整套动作一气呵成。最细节的是抓握爆米花时,它会主动 “收力”,生怕捏碎酥脆的颗粒,这种细腻的力控水平,已经比不少传统工业机械臂更 “懂分寸”。没顾客的时候更聪明:它会自动切...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223142900a6c4a107&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":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1548497426.USD":"安联环球人工智能AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223142900a6c4a107&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2593855464","content_text":"12 月 22 日的一段演示,让 “擎天柱” Optimus 又圈了波粉 —— 这个特斯拉人形机器人,居然在服务场景里当起了 “爆米花柜员”。它的操作流畅到有点像真人:先精准取到空盒,接着定量把爆米花倒进盒里,最后稳稳封好袋口,整套动作一气呵成。最细节的是抓握爆米花时,它会主动 “收力”,生怕捏碎酥脆的颗粒,这种细腻的力控水平,已经比不少传统工业机械臂更 “懂分寸”。没顾客的时候更聪明:它会自动切到低功耗待机模式,但传感器全程保持激活 —— 既省电,又能随时响应新需求,这种 “动静结合” 的类人行为,已经不是 “机械执行动作”,而是开始 “判断服务节奏” 了。特斯拉工程师透露,这种标准化服务场景里,Optimus 的错误率已经降到 0.3% 以下。虽然和熟手服务员比还有差距,但这个可靠性,已经够它在特定场景里 “上岗” 了。其实它早就不是实验室里的 “演示品”:今年 7 月,特斯拉在好莱坞开的首家 “超级充电餐厅” 试营业,Optimus 已经在里面承担服务任务 —— 这是它第一次从实验室走进真实的商业环境。从 “能做动作” 到 “会做服务”,Optimus 的这次演示,其实是给服务型人形机器人的商用按下了 “加速键”。","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514304299102632,"gmtCreate":1766533884639,"gmtModify":1766533887672,"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":"其他车企都不买账的fsd,甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额[笑哭] 原来全球就这么点人","listText":"其他车企都不买账的fsd,甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额[笑哭] 原来全球就这么点人","text":"其他车企都不买账的fsd,甚至客户订阅率也不高的fsd掌握全球自动驾驶70%的份额[笑哭] 原来全球就这么点人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514304299102632","repostId":"2593225446","repostType":2,"repost":{"id":"2593225446","kind":"news","pubTimestamp":1766503320,"share":"https://www.laohu8.com/m/news/2593225446?lang=zh_CN&edition=full","pubTime":"2025-12-23 23:22","market":"us","language":"zh","title":"特斯拉回来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2593225446","media":"市场资讯","summary":" 多重利好推动特斯拉总市值达到1.63万亿美元。12月22日,美股盘中,特斯拉股价一度涨3.66%至每股498.82美元,刷新了上周四录得的历史纪录,接近每股500美元关口。从市场分析来看,特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。 回顾来看,特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案,当时总值约560亿美元。马斯克在特斯拉目前持股比例约13%。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p><span> 来源:北京商报</span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20251223/217/w660h357/20251223/b51f-cf14eef53e7be574acb3f403f73e1f46.jpg\"/><span></span></div>\n<p> 多重利好推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值达到1.63万亿美元。12月22日,美股盘中,特斯拉股价一度涨3.66%至每股498.82美元,刷新了上周四录得的历史纪录,接近每股500美元关口。截至收盘,涨幅收窄至1.56%附近,报收于每股488.73美元,本月已累计上涨近15%。从市场分析来看,特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。此外,分析师的乐观预期也在推动其股价不断上涨。</p>\n<p> 马斯克薪酬案翻盘</p>\n<p> 当地时间上周五(12月19日),美国特拉华州最高法院裁定,马斯克原总值560亿美元的薪酬方案遭下级法院取消的决定太过极端,该方案必须恢复。</p>\n<p> 马斯克本人在社交平台X上回应相关消息时写道:“感谢你们坚定不移的支持。”</p>\n<p> 回顾来看,特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案,当时总值约560亿美元。方案设立12项目标,马斯克每完成一项,便可获得相应的股票期权激励。马斯克在特斯拉目前持股比例约13%。据路透社和德新社报道,原总值560亿美元的薪酬方案当前总值已涨至约1400亿美元。</p>\n<p> 此外,今年11月,特斯拉股东以超过75%的赞成票通过了董事会为马斯克制定的最新薪酬方案,最高价值可达1万亿美元。不过按美媒说法,新方案设立的目标难度极高。但此举反映出投资者对其将特斯拉从电动汽车制造商转型为人工智能与<span>机器人</span><span></span>巨头的愿景抱有信心。</p>\n<p> 消息面上,上周末,美国投行韦德布什董事总经理、知名科技分析师丹·艾夫斯发布了对2026年美国科技股及人工智能(AI)领域的“五大乐观预测”。他持续看好特斯拉,并相信这家电动汽车领导者将在2026年扩大其自动驾驶出租车的运营范围。</p>\n<p> “特斯拉将于2026年于全球超过30个城市成功推出机器人出租车,并开始大规模生产无人驾驶出租车Cybercabs。”他写道。不论外界有多少“噪音”,艾夫斯仍坚信,马斯克的公司将在“无人驾驶竞赛”中胜出。他预测,在基本预期下,特斯拉股价明年将上涨26%。</p>\n<p> 国际注册创新管理师、鹿客岛科技创始人兼CEO卢克林分析认为,特斯拉本月内约15%的股价涨幅,七成是“AI故事”重估,三成来自资金轮动。Robotaxi落地预期正推动其估值模型从“车企”向“软件+平台”模式切换,叠加空头回补和指数调仓等因素,形成短期情绪驱动行情。但他强调,这一波动的内核在于长期贴现率下调。全自动驾驶(FSD)渗透率每提升1%,模型就能多挤出百亿美元市值。当前股价谈不上泡沫,并非纯粹情绪炒作。</p>\n<p> FSD拓圈</p>\n<p> 上周末,特斯拉在社交平台宣布,最新版的“FSD Supervised”功能能让特斯拉汽车“完全独立地”将车主送到目的地,自动寻找空位和泊车,并配上了视频。</p>\n<p> 马斯克转发了这则帖文并写道“赶紧试试吧”。当有人询问“何时能在阿联酋使用到该功能”时,马斯克回应称“很有可能下个月就能”在阿联酋用到。</p>\n<p> 卢克林分析表示,阿联酋只是中东的“样板间”。迪拜王储刚把自动驾驶写进2030交通蓝图,地广人稀、法规快、油价高,正是FSD最好的公关舞台。一旦跑通,沙特、科威特会排队买单,特斯拉用软件溢价换市场份额,比卖车更快。他进一步分析到,“中东富豪认品牌,智能化一旦种草,需求弹性远大于欧美”。</p>\n<p> 另值得一提的是,美国旧金山市上周末发生大规模停电事故,导致<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Waymo无人驾驶网约车服务暂停。社交媒体上出现一些车辆被卡在十字路口、甚至马路正中央的图片。</p>\n<p> 据悉,在旧金山停电期间,依靠FSD系统驱动的特斯拉汽车均正常运行。马斯克也发文表示,特斯拉Robotaxi并未受到旧金山停电影响。</p>\n<p> 据了解,特斯拉目前正在奥斯汀地区试点无安全员随车的Robotaxi服务。该公司管理层透露,此前测试阶段曾配备车内监控人员。马斯克已确认奥斯汀无人驾驶Robotaxi测试正在进行中。</p>\n<p> 韦德布什预计,特斯拉将全面掌控全球约70%的自动驾驶市场份额。该券商认为,自动驾驶与机器人技术将成为特斯拉2026年的核心发力点。随着技术路线图的全面量产,这一转型将重新定义行业格局。</p>\n<font>新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:高佳 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉回来了?</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特斯拉回来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-23 23:22 北京时间 <a href=https://finance.sina.com.cn/stock/t/2025-12-23/doc-inhcvfaf5173221.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:北京商报\n\n 多重利好推动特斯拉总市值达到1.63万亿美元。12月22日,美股盘中,特斯拉股价一度涨3.66%至每股498.82美元,刷新了上周四录得的历史纪录,接近每股500美元关口。截至收盘,涨幅收窄至1.56%附近,报收于每股488.73美元,本月已累计上涨近15%。从市场分析来看,特斯拉股价近期飙升的部分...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-12-23/doc-inhcvfaf5173221.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4516":"特朗普概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4592":"伊斯兰概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) 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SGD"},"source_url":"https://finance.sina.com.cn/stock/t/2025-12-23/doc-inhcvfaf5173221.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2593225446","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:北京商报\n\n 多重利好推动特斯拉总市值达到1.63万亿美元。12月22日,美股盘中,特斯拉股价一度涨3.66%至每股498.82美元,刷新了上周四录得的历史纪录,接近每股500美元关口。截至收盘,涨幅收窄至1.56%附近,报收于每股488.73美元,本月已累计上涨近15%。从市场分析来看,特斯拉股价近期飙升的部分原因包括特斯拉公司首席执行官埃隆·马斯克薪酬案翻盘及FSD拓圈。此外,分析师的乐观预期也在推动其股价不断上涨。\n 马斯克薪酬案翻盘\n 当地时间上周五(12月19日),美国特拉华州最高法院裁定,马斯克原总值560亿美元的薪酬方案遭下级法院取消的决定太过极端,该方案必须恢复。\n 马斯克本人在社交平台X上回应相关消息时写道:“感谢你们坚定不移的支持。”\n 回顾来看,特斯拉董事会和股东大会于2018年批准一项马斯克的薪酬方案,当时总值约560亿美元。方案设立12项目标,马斯克每完成一项,便可获得相应的股票期权激励。马斯克在特斯拉目前持股比例约13%。据路透社和德新社报道,原总值560亿美元的薪酬方案当前总值已涨至约1400亿美元。\n 此外,今年11月,特斯拉股东以超过75%的赞成票通过了董事会为马斯克制定的最新薪酬方案,最高价值可达1万亿美元。不过按美媒说法,新方案设立的目标难度极高。但此举反映出投资者对其将特斯拉从电动汽车制造商转型为人工智能与机器人巨头的愿景抱有信心。\n 消息面上,上周末,美国投行韦德布什董事总经理、知名科技分析师丹·艾夫斯发布了对2026年美国科技股及人工智能(AI)领域的“五大乐观预测”。他持续看好特斯拉,并相信这家电动汽车领导者将在2026年扩大其自动驾驶出租车的运营范围。\n “特斯拉将于2026年于全球超过30个城市成功推出机器人出租车,并开始大规模生产无人驾驶出租车Cybercabs。”他写道。不论外界有多少“噪音”,艾夫斯仍坚信,马斯克的公司将在“无人驾驶竞赛”中胜出。他预测,在基本预期下,特斯拉股价明年将上涨26%。\n 国际注册创新管理师、鹿客岛科技创始人兼CEO卢克林分析认为,特斯拉本月内约15%的股价涨幅,七成是“AI故事”重估,三成来自资金轮动。Robotaxi落地预期正推动其估值模型从“车企”向“软件+平台”模式切换,叠加空头回补和指数调仓等因素,形成短期情绪驱动行情。但他强调,这一波动的内核在于长期贴现率下调。全自动驾驶(FSD)渗透率每提升1%,模型就能多挤出百亿美元市值。当前股价谈不上泡沫,并非纯粹情绪炒作。\n FSD拓圈\n 上周末,特斯拉在社交平台宣布,最新版的“FSD Supervised”功能能让特斯拉汽车“完全独立地”将车主送到目的地,自动寻找空位和泊车,并配上了视频。\n 马斯克转发了这则帖文并写道“赶紧试试吧”。当有人询问“何时能在阿联酋使用到该功能”时,马斯克回应称“很有可能下个月就能”在阿联酋用到。\n 卢克林分析表示,阿联酋只是中东的“样板间”。迪拜王储刚把自动驾驶写进2030交通蓝图,地广人稀、法规快、油价高,正是FSD最好的公关舞台。一旦跑通,沙特、科威特会排队买单,特斯拉用软件溢价换市场份额,比卖车更快。他进一步分析到,“中东富豪认品牌,智能化一旦种草,需求弹性远大于欧美”。\n 另值得一提的是,美国旧金山市上周末发生大规模停电事故,导致谷歌Waymo无人驾驶网约车服务暂停。社交媒体上出现一些车辆被卡在十字路口、甚至马路正中央的图片。\n 据悉,在旧金山停电期间,依靠FSD系统驱动的特斯拉汽车均正常运行。马斯克也发文表示,特斯拉Robotaxi并未受到旧金山停电影响。\n 据了解,特斯拉目前正在奥斯汀地区试点无安全员随车的Robotaxi服务。该公司管理层透露,此前测试阶段曾配备车内监控人员。马斯克已确认奥斯汀无人驾驶Robotaxi测试正在进行中。\n 韦德布什预计,特斯拉将全面掌控全球约70%的自动驾驶市场份额。该券商认为,自动驾驶与机器人技术将成为特斯拉2026年的核心发力点。随着技术路线图的全面量产,这一转型将重新定义行业格局。\n新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:高佳","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512136403755800,"gmtCreate":1766060294608,"gmtModify":1766060297322,"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":"[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙] ","listText":"[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙] ","text":"[微笑] 对比其他万亿市值的公司有哪家是和特斯拉一样生态巨弱,估值建立在还没真正落地的产品上的?马圣营销还是厉害,年年自动驾驶都在实现,每年还要出一款新的芯片,还有机器人电动皮卡重卡量产,还要出新车型,感情特斯拉是做什么什么都能成的全能公司啊[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512136403755800","repostId":"2592413972","repostType":2,"repost":{"id":"2592413972","kind":"news","pubTimestamp":1766053266,"share":"https://www.laohu8.com/m/news/2592413972?lang=zh_CN&edition=full","pubTime":"2025-12-18 18:21","market":"us","language":"zh","title":"市值突破1.63万亿美元,特斯拉到底经历了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2592413972","media":"Ofweek维科网","summary":"当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。更重要的是,特斯拉的选择并不复杂。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。它标志着特斯拉完成了一次阶段性的身份确认。原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?","content":"<html><body><article><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181128853193.png\"/><p>文 / 王新</p><p>美编 / 杨凌霄</p><p>出品 / 电动新物种</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再度吸引全行业目光。</p><p>当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。</p><p>但这次上涨并非某个突发“黑天鹅”,也不是简单的市场跟风。核心推动力在于奥斯汀出现了真正意义上的无乘员Robotaxi测试车。没有安全员,没有方向盘接管。</p><p>消息一出来,市场反应很快。目标价上调,评级维持,资金跟进。</p><p>并且此时市场对特斯拉的认知也在发生变化,不再仅把它当成一家电动车企业,而是视作能在自动驾驶、AI乃至机器人出租车商业化方向实现新增长的科技公司。</p><p><strong>01 Robotaxi不再停留在PPT,而是开始跑在路上</strong></p><p>推动这轮行情的直接因素,绕不开Robotaxi。</p><p>过去几年,自动驾驶在资本市场里反复被讨论,也反复被质疑。很多公司能讲清楚技术路线,却迟迟走不到真实道路场景。</p><p>特斯拉最近的变化,在于它不再强调“未来会怎样”,而是直接把车开上了路。</p><p>在美国得克萨斯州奥斯汀,无安全员的Robotaxi测试已经启动。这不是封闭场地,也不是限定路线的演示,而是真实城市道路环境下的验证。</p><p>这一步,对市场的意义非常清晰:自动驾驶从“理论上可行”,走到了“现实中可跑”。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181137397941.png\"/><p>这也是为什么投资者会重新审视特斯拉的长期价值。Robotaxi一旦进入规模化验证阶段,估值逻辑就会发生变化。它不再只是一家卖车的公司,而是有可能变成一个出行平台。</p><p>更重要的是,特斯拉的选择并不复杂。没有引入更多传感器组合,也没有走向极度定制化路线,而是坚持现有车辆体系,通过软件升级不断推进。</p><p>这种路径一旦跑通,复制速度会非常快,成本曲线也会明显不同。</p><p>市场押注的,并不是明天就能赚多少钱,而是这种模式一旦成立,边际扩张能力会非常强。</p><p><strong>02 估值重估的核心,是“车企身份”的淡出</strong></p><p>特斯拉市值不断刷新高点,还有一个更深层的原因:它正在被市场从“车企”名单里慢慢挪走。</p><p>传统汽车公司的估值,大多锚定销量、毛利率和周期波动。而特斯拉最近的讨论焦点,越来越少提及单月销量,反而更多集中在软件、自动驾驶和人工智能能力上。</p><p>这并不是情绪变化,而是事实推动。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。这些投入,在短期内会拉低利润表现,但在资本市场眼中,它们更像是技术<span>资产</span>的积累。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181151849084.jpg\"/><p>当一家公司的核心能力开始向软件和算法倾斜,估值方法自然会跟着改变。这也是为什么不少机构在判断特斯拉时,已经不再简单对标传统整车厂,而是放到更宽的科技公司区间里。</p><p>股价的快速修复,本质上是一次“身份切换”的定价结果。市场接受了一个前提:特斯拉的增长曲线,不再完全取决于汽车市场的周期。</p><p>这并不意味着汽车业务不重要。恰恰相反,正是已有的庞大车辆基数,给自动驾驶和后续服务提供了现实土壤。硬件铺开,软件升级,这种结构在科技行业并不陌生。</p><p><strong>03 长期叙事开始对冲短期波动</strong></p><p>从时间维度看,特斯拉今年的股价走势并不平滑。年初的大幅回撤,市场并没有忘记。</p><p>但正是这种起伏,让最近的上涨更有说服力。股价不是一路被情绪推高,而是在经历质疑、回调之后,再次被买回来的。</p><p>这说明,投资者并没有忽视现实挑战,而是在重新权衡轻重。短期的利润压力、周期波动,并没有消失。</p><p>但在Robotaxi、自动驾驶和AI叙事逐步落地之后,长期空间开始占据更高权重。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member1/202512/18181158283441.png\"/><p>资本市场向来现实。它不会因为愿景买单,也不会因为噪音恐慌。它更愿意为确定性付费。</p><p>眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。</p><p>这也是为什么,在宏观环境并不算轻松的背景下,特斯拉依然能走出独立行情。不是市场忽视风险,而是风险的相对位置发生了变化。</p><p>总结特斯拉正在走向一个更“难被复制”的阶段</p><p>回到最初的问题。为什么是现在,为什么是1.63万亿美元。</p><p>答案并不复杂。因为特斯拉正在从“卖产品”,走向“搭系统”。从单一收入模式,转向多层价值结构。这个转变一旦成立,它就不再容易被简单复制。</p><p>Robotaxi不是一条直线,也不是一蹴而就。但它已经开始用现实进度,替代想象空间。市场看到的,不是一个遥远的未来,而是一个正在展开的过程。</p><p>股价创新高,并不是终点,更像一个节点。它标志着特斯拉完成了一次阶段性的身份确认。</p><p>从这一刻起,它面对的,将不只是汽车行业的竞争,而是更广阔的技术赛道。</p><p>这也是为什么,这一轮上涨,看起来并不喧闹,却格外坚实。</p><p>原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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市值突破1.63万亿美元,特斯拉到底经历了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 18:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218182146a45b1816&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 / 王新美编 / 杨凌霄出品 / 电动新物种特斯拉再度吸引全行业目光。当地时间12月16日,美股特斯拉以接近490美元收盘,创造历史最高收盘价,市值约1.63万亿美元,稳居全球上市公司前列。但这次上涨并非某个突发“黑天鹅”,也不是简单的市场跟风。核心推动力在于奥斯汀出现了真正意义上的无乘员Robotaxi测试车。没有安全员,没有方向盘接管。消息一出来,市场反应很快。目标价上调,评级维持,资金...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218182146a45b1816&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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Robotaxi不再停留在PPT,而是开始跑在路上推动这轮行情的直接因素,绕不开Robotaxi。过去几年,自动驾驶在资本市场里反复被讨论,也反复被质疑。很多公司能讲清楚技术路线,却迟迟走不到真实道路场景。特斯拉最近的变化,在于它不再强调“未来会怎样”,而是直接把车开上了路。在美国得克萨斯州奥斯汀,无安全员的Robotaxi测试已经启动。这不是封闭场地,也不是限定路线的演示,而是真实城市道路环境下的验证。这一步,对市场的意义非常清晰:自动驾驶从“理论上可行”,走到了“现实中可跑”。这也是为什么投资者会重新审视特斯拉的长期价值。Robotaxi一旦进入规模化验证阶段,估值逻辑就会发生变化。它不再只是一家卖车的公司,而是有可能变成一个出行平台。更重要的是,特斯拉的选择并不复杂。没有引入更多传感器组合,也没有走向极度定制化路线,而是坚持现有车辆体系,通过软件升级不断推进。这种路径一旦跑通,复制速度会非常快,成本曲线也会明显不同。市场押注的,并不是明天就能赚多少钱,而是这种模式一旦成立,边际扩张能力会非常强。02 估值重估的核心,是“车企身份”的淡出特斯拉市值不断刷新高点,还有一个更深层的原因:它正在被市场从“车企”名单里慢慢挪走。传统汽车公司的估值,大多锚定销量、毛利率和周期波动。而特斯拉最近的讨论焦点,越来越少提及单月销量,反而更多集中在软件、自动驾驶和人工智能能力上。这并不是情绪变化,而是事实推动。特斯拉已经把大量资源投向AI训练、算力建设和芯片自研。这些投入,在短期内会拉低利润表现,但在资本市场眼中,它们更像是技术资产的积累。当一家公司的核心能力开始向软件和算法倾斜,估值方法自然会跟着改变。这也是为什么不少机构在判断特斯拉时,已经不再简单对标传统整车厂,而是放到更宽的科技公司区间里。股价的快速修复,本质上是一次“身份切换”的定价结果。市场接受了一个前提:特斯拉的增长曲线,不再完全取决于汽车市场的周期。这并不意味着汽车业务不重要。恰恰相反,正是已有的庞大车辆基数,给自动驾驶和后续服务提供了现实土壤。硬件铺开,软件升级,这种结构在科技行业并不陌生。03 长期叙事开始对冲短期波动从时间维度看,特斯拉今年的股价走势并不平滑。年初的大幅回撤,市场并没有忘记。但正是这种起伏,让最近的上涨更有说服力。股价不是一路被情绪推高,而是在经历质疑、回调之后,再次被买回来的。这说明,投资者并没有忽视现实挑战,而是在重新权衡轻重。短期的利润压力、周期波动,并没有消失。但在Robotaxi、自动驾驶和AI叙事逐步落地之后,长期空间开始占据更高权重。资本市场向来现实。它不会因为愿景买单,也不会因为噪音恐慌。它更愿意为确定性付费。眼下,特斯拉正在提供一种新的确定性,那就是自动驾驶正在跨过关键门槛。这也是为什么,在宏观环境并不算轻松的背景下,特斯拉依然能走出独立行情。不是市场忽视风险,而是风险的相对位置发生了变化。总结特斯拉正在走向一个更“难被复制”的阶段回到最初的问题。为什么是现在,为什么是1.63万亿美元。答案并不复杂。因为特斯拉正在从“卖产品”,走向“搭系统”。从单一收入模式,转向多层价值结构。这个转变一旦成立,它就不再容易被简单复制。Robotaxi不是一条直线,也不是一蹴而就。但它已经开始用现实进度,替代想象空间。市场看到的,不是一个遥远的未来,而是一个正在展开的过程。股价创新高,并不是终点,更像一个节点。它标志着特斯拉完成了一次阶段性的身份确认。从这一刻起,它面对的,将不只是汽车行业的竞争,而是更广阔的技术赛道。这也是为什么,这一轮上涨,看起来并不喧闹,却格外坚实。原文标题 : 市值突破1.63万亿美元,特斯拉到底经历了什么?","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512065540100952,"gmtCreate":1766043034155,"gmtModify":1766043038631,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"太好啦,今年也是特斯拉实现自动驾驶的一年","listText":"太好啦,今年也是特斯拉实现自动驾驶的一年","text":"太好啦,今年也是特斯拉实现自动驾驶的一年","images":[{"img":"https://static.tigerbbs.com/158298a76630d10fc942f04d7cdc9cca"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512065540100952","repostId":"2592921813","repostType":2,"repost":{"id":"2592921813","kind":"news","pubTimestamp":1766031675,"share":"https://www.laohu8.com/m/news/2592921813?lang=zh_CN&edition=full","pubTime":"2025-12-18 12:21","market":"us","language":"zh","title":"特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测","url":"https://stock-news.laohu8.com/highlight/detail?id=2592921813","media":"太平洋汽车网","summary":"近日,特斯拉公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。这一承诺如今已成现实,意味着特斯拉的FSD系统已具备在真实城市交通环境中完全自主决策的能力。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车 行业频道】近日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。</p><img src=\"https://inews.gtimg.com/om_bt/OqGLMORn_BfIJX1nfYJLYrux-TgeFA9jixXdY3NvlxALIAA/0\"/><p>此前,特斯拉CEO埃隆·马斯克曾表示将在未来三周内从车辆中移除安全监督员。这一承诺如今已成现实,意味着特斯拉的FSD(完全自动驾驶)系统已具备在真实城市交通环境中完全自主决策的能力。</p><img src=\"https://inews.gtimg.com/om_bt/OKp4IG6EihHheVn63D7yd8bNRO9z01ga-YWN3pnI37YcwAA/0\"/><p>有博主在同一城市不同时间段内,发现多台完全无人状态下运行的Robotaxi。这表明测试并非单一车辆的孤立验证,而是具备一定规模和连续性的系统化测试。</p><img src=\"https://inews.gtimg.com/om_bt/OGpAJvtxnQQGQKU0r78rD8yxxLdKj6xGowzQbFcIwvDsYAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OcQAnLllXYrpxasCjfDMWD99J57-xrYU58FxumpCw50sUAA/0\"/><p>测试车辆在真实城市道路体系中运行,需应对正常交通参与者、信号灯、非机动车及复杂路口场景。这些车辆依靠纯视觉感知方案和自研FSD计算平台完成环境感知、建模决策到控制执行的全流程。</p><img src=\"https://inews.gtimg.com/om_bt/OGWkiLhVlo5dQL_qXu9AfLKHgvj_UjkHOuCGKOPStQmBQAA/0\"/><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></p><p>董事长何小鹏作为行业同行,在近期实际体验后评价道,FSD已从一年前“L2高阶辅助驾驶的丝滑体验”,进入“软件准L4的安心阶段”。</p><img src=\"https://inews.gtimg.com/om_bt/OD_CVqmB6cdml_8glb8DDUmdvUwpPJIf6LqF9euVUnNZ0AA/0\"/><p>特斯拉在Robotaxi领域的布局已有近十年历史。2025年6月,特斯拉在得州奥斯汀正式启动了Robotaxi试点服务,初期投入约10-20辆基于Model Y(询底价|查参配)改造的测试车。</p><img src=\"https://inews.gtimg.com/om_bt/OCTAWr70h89IF_kLCY-K1jnqEj_m1IysYpcsHRhWdkpnMAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OsGWdFXa9U8r6MY8_JbbezUDGz_vYQPUFuqKegu5672PIAA/0\"/><p>当时,每辆车仍配备安全员坐在副驾驶位,以备紧急干预。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。根据马斯克的规划,特斯拉计划在2026年量产一款名为CyberCab的专用Robotaxi车辆,该车将没有方向盘和踏板,成本控制在3万美元左右。</p><img src=\"https://inews.gtimg.com/om_bt/OoTLmMo8n1jkwx9K4nKuCIHhzsfi1JeFgbpQ1kGTfwGH0AA/0\"/><p>特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。(文:太平洋汽车 彭浚哲)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测</title>\n<style 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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特斯拉陶琳官宣 特斯拉实现完全无人驾驶路测\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 12:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218122428a459bc08&s=b><strong>太平洋汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【太平洋汽车 行业频道】近日,特斯拉公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。此前,特斯拉CEO埃隆·马斯克曾表示将在未来三周内从车辆中移除安全监督员。这一承诺如今已成现实,意味着特斯拉的FSD(完全自动驾驶)系统已具备在真实城市交通环境中完全自主决策的能力。有博主在同一城市不同时间段内,发现多台完全无人状态下运行的Robotaxi。这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218122428a459bc08&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":{"BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4551":"寇图资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL 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ACC","BK4592":"伊斯兰概念","BK4604":"机器人概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218122428a459bc08&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592921813","content_text":"【太平洋汽车 行业频道】近日,特斯拉公司副总裁陶琳通过社交媒体确认,在美国得州奥斯汀,取消安全员的特斯拉无人驾驶网约车正在进行实际道路测试。此前,特斯拉CEO埃隆·马斯克曾表示将在未来三周内从车辆中移除安全监督员。这一承诺如今已成现实,意味着特斯拉的FSD(完全自动驾驶)系统已具备在真实城市交通环境中完全自主决策的能力。有博主在同一城市不同时间段内,发现多台完全无人状态下运行的Robotaxi。这表明测试并非单一车辆的孤立验证,而是具备一定规模和连续性的系统化测试。测试车辆在真实城市道路体系中运行,需应对正常交通参与者、信号灯、非机动车及复杂路口场景。这些车辆依靠纯视觉感知方案和自研FSD计算平台完成环境感知、建模决策到控制执行的全流程。小鹏汽车董事长何小鹏作为行业同行,在近期实际体验后评价道,FSD已从一年前“L2高阶辅助驾驶的丝滑体验”,进入“软件准L4的安心阶段”。特斯拉在Robotaxi领域的布局已有近十年历史。2025年6月,特斯拉在得州奥斯汀正式启动了Robotaxi试点服务,初期投入约10-20辆基于Model Y(询底价|查参配)改造的测试车。当时,每辆车仍配备安全员坐在副驾驶位,以备紧急干预。仅半年后,特斯拉便实现了完全无人驾驶测试的跨越,进展速度惊人。根据马斯克的规划,特斯拉计划在2026年量产一款名为CyberCab的专用Robotaxi车辆,该车将没有方向盘和踏板,成本控制在3万美元左右。特斯拉宣称,Robotaxi服务有望实现每车每周运行超过40小时,毛利率可能高达70%至80%,远超传统汽车业务。(文:太平洋汽车 彭浚哲)","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511990943404288,"gmtCreate":1766024747472,"gmtModify":1766024749775,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的养殖业你还没算呢,起码价值400美元","listText":"马圣的养殖业你还没算呢,起码价值400美元","text":"马圣的养殖业你还没算呢,起码价值400美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511990943404288","repostId":"2592907944","repostType":2,"repost":{"id":"2592907944","kind":"news","pubTimestamp":1766015745,"share":"https://www.laohu8.com/m/news/2592907944?lang=zh_CN&edition=full","pubTime":"2025-12-18 07:55","market":"us","language":"zh","title":"分析师又给特斯拉泼冷水","url":"https://stock-news.laohu8.com/highlight/detail?id=2592907944","media":"科创日报","summary":"然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。近期,特斯拉股价一路走高。根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251218080630878v152rxh8eug8hr4\"/><p><strong>文|</strong>夏军雄</p><p>得益于在无人出租车(Robotaxi)领域的进展,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。</p><p>然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。</p><p>William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”</p><p>Dorsheimer从能源与基础设施视角对特斯拉进行了评估,并指出,特斯拉市值中存在令人震惊的脱节。</p><p>“汽车业务的权重正在被明显淡化。我们在此前发布的分部估值分析中对这一点进行了评估,”他说。“汽车业务实际上只相当于每股约30至40美元的价值。”</p><p>近期,特斯拉股价一路走高。过去五个交易日,该公司股价累计上涨超过 7%,创下历史新高。</p><p>特斯拉的这轮上涨,主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息,以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商,转型为自动驾驶巨头。</p><p><strong>特斯拉股价几乎完全押注未落地的业务</strong></p><p>Dorsheimer指出,特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来,这种“转型”其实已经完成,市场不再以特斯拉交付了多少辆电动车来评判它,而是关注其在机器人和人工智能(AI)领域的进展。</p><p>根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台,以及被人形机器人项目Optimus。</p><p>Dorsheimer还补充道:“你也确实看到能源业务的价值在增长,已经与汽车业务相当,甚至可能略高一些。”</p><p>这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。</p><p>质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨,但特斯拉短期内的收入和利润,仍在很大程度上依赖于全球电动汽车市场,而该市场正面临日益激烈的竞争和监管阻力。</p><p>就在本周,加州监管机构对特斯拉“Autopilot(自动驾驶)”的营销表述提出质疑,要求其在90天内澄清或删除相关措辞。这再次提醒人们,实现完全自动驾驶的道路上布满法律和技术障碍。</p><p>对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。</p><p>尽管如此,Dorsheimer仍然看好特斯拉长期的能源故事,认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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>分析师又给特斯拉泼冷水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n分析师又给特斯拉泼冷水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 07:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b><strong>科创日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|夏军雄得益于在无人出租车(Robotaxi)领域的进展,特斯拉股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”Dorsheimer从能源与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","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) 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ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4585":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592907944","content_text":"文|夏军雄得益于在无人出租车(Robotaxi)领域的进展,特斯拉股价近段时间持续上涨,并于本周创下约495美元/股的历史新高。然而,分析师警告称,特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量,特斯拉汽车业务只值30美元/股。William Blair能源研究主管Jed Dorsheimer 表示:“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”Dorsheimer从能源与基础设施视角对特斯拉进行了评估,并指出,特斯拉市值中存在令人震惊的脱节。“汽车业务的权重正在被明显淡化。我们在此前发布的分部估值分析中对这一点进行了评估,”他说。“汽车业务实际上只相当于每股约30至40美元的价值。”近期,特斯拉股价一路走高。过去五个交易日,该公司股价累计上涨超过 7%,创下历史新高。特斯拉的这轮上涨,主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息,以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商,转型为自动驾驶巨头。特斯拉股价几乎完全押注未落地的业务Dorsheimer指出,特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来,这种“转型”其实已经完成,市场不再以特斯拉交付了多少辆电动车来评判它,而是关注其在机器人和人工智能(AI)领域的进展。根据Dorsheimer的分析,他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台,以及被人形机器人项目Optimus。Dorsheimer还补充道:“你也确实看到能源业务的价值在增长,已经与汽车业务相当,甚至可能略高一些。”这种分部估值法表明,如果剥离特斯拉自动驾驶软件和储能业务的预期,剩余的汽车业务估值将远低于当前股价水平。质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨,但特斯拉短期内的收入和利润,仍在很大程度上依赖于全球电动汽车市场,而该市场正面临日益激烈的竞争和监管阻力。就在本周,加州监管机构对特斯拉“Autopilot(自动驾驶)”的营销表述提出质疑,要求其在90天内澄清或删除相关措辞。这再次提醒人们,实现完全自动驾驶的道路上布满法律和技术障碍。对于在接近每股480美元价位买入特斯拉的投资者而言,容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。尽管如此,Dorsheimer仍然看好特斯拉长期的能源故事,认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511651951821760,"gmtCreate":1765942067324,"gmtModify":1765942070223,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"邪教头子一手遮天[开心] ","listText":"邪教头子一手遮天[开心] ","text":"邪教头子一手遮天[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511651951821760","repostId":"2592954066","repostType":2,"repost":{"id":"2592954066","kind":"highlight","pubTimestamp":1765936283,"share":"https://www.laohu8.com/m/news/2592954066?lang=zh_CN&edition=full","pubTime":"2025-12-17 09:51","market":"sh","language":"zh","title":"身价升至6842亿美元!美国正在重估马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954066","media":"格隆汇","summary":"交通+能源+制造+数据+AI","content":"<html><body><p>随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价再度创出历史新高,以及SpaceX估值飙升,<span>马斯克身价猛增。</span></p><p>福布斯实时富豪榜最新数据显示,<b>马斯克的个人财富升至6842亿美元</b>,距7000亿美元仅差158亿美元。</p><p><img src=\"https://img3.gelonghui.com/0b853-2b71a742-06f6-4b0b-9f53-094b4c4cc41b.jpg?guru_height=825&guru_width=1890&guru_size=86401\"/></p><p>目前,马斯克比全球第二富豪、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元,比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。</p><p>马斯克拥有多家科技公司,<b>他在火箭公司SpaceX中拥有约42%的股权,在特斯拉拥有约12%的股权,在人工智能企业xAI则拥有高达53%的股权。</b></p><p>有业内人士称,美国正在重估马斯克。</p><p>在大众眼中,特斯拉是一家电动车公司,SpaceX是一家火箭公司,xAI是一家AI公司。</p><p><b>但站在更高的角度看,马斯克真正重构的是:交通+能源+制造+数据+AI,“下一代世界的底层硬件”。</b></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>身价升至6842亿美元!美国正在重估马斯克</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n身价升至6842亿美元!美国正在重估马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:51 北京时间 <a href=https://www.gelonghui.com/p/3383172><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着特斯拉股价再度创出历史新高,以及SpaceX估值飙升,马斯克身价猛增。福布斯实时富豪榜最新数据显示,马斯克的个人财富升至6842亿美元,距7000亿美元仅差158亿美元。目前,马斯克比全球第二富豪、谷歌联合创始人拉里·佩奇(身家2521亿美元)的财富多出4321亿美元,比贝佐斯(全球第四)、扎克伯格(全球第六)和巴菲特(全球第九)的总和还要高。马斯克拥有多家科技公司,他在火箭公司SpaceX中...</p>\n\n<a href=\"https://www.gelonghui.com/p/3383172\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/75b76-f33f57c4-d597-4519-8368-00a72c2f33a4.jpg?guru_height=878&guru_width=1280&guru_size=124681","relate_stocks":{"BK4592":"伊斯兰概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLA":"特斯拉","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","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","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH 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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":13795,"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,"authorIdStr":"3488407236949514","idStr":"3488407236949514"},"content":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","text":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","html":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了"},{"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3559984961569694","idStr":"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,"authorIdStr":"3560418186602071","idStr":"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":10174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3472098980994884","idStr":"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,"authorIdStr":"290453790419835","idStr":"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","listText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","text":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出:</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。</strong>相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善,Spak在报告最后仍强调:</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示:“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出:“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善,Spak在报告最后仍强调:“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4200747074916302","idStr":"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","text":"$特斯拉(TSLA)$ 精彩的拉高出货,准备好继续向下了吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":3,"link":"https://laohu8.com/post/409615494414632","isVote":1,"tweetType":1,"viewCount":7168,"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,"authorIdStr":"3509488235420383","idStr":"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,"authorIdStr":"4193543537218652","idStr":"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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得到十块以下了,半导体行业挺害怕通胀和衰退的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/420633987400264","isVote":1,"tweetType":1,"viewCount":3859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457299282858406","idStr":"3457299282858406"},"content":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","text":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","html":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅"},{"author":{"id":"4092899621702560","authorId":"4092899621702560","name":"pzxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4092899621702560","idStr":"4092899621702560"},"content":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","text":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","html":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289300674449728,"gmtCreate":1711652947561,"gmtModify":1711652949220,"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","text":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","html":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420853731193344,"gmtCreate":1743778133261,"gmtModify":1743778149609,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","text":"$特斯拉(TSLA)$ 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","images":[{"img":"https://static.tigerbbs.com/f8db30745c5d43a8654eb5f4ea465191","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/420853731193344","isVote":1,"tweetType":1,"viewCount":3821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"下周还能继续做空特斯拉吗??","text":"下周还能继续做空特斯拉吗??","html":"下周还能继续做空特斯拉吗??"},{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3461586073682313","idStr":"3461586073682313"},"content":"这么下去,做空特斯拉,财富自由了","text":"这么下去,做空特斯拉,财富自由了","html":"这么下去,做空特斯拉,财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300585726152992,"gmtCreate":1714404698947,"gmtModify":1714458710393,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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又被拉爆了"},{"author":{"id":"3484262864630055","authorId":"3484262864630055","name":"斑马爸爸","avatar":"https://static.tigerbbs.com/6dde3038aa94e2e271970c282286a344","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3484262864630055","idStr":"3484262864630055"},"content":"总理都说好,还会不通过?","text":"总理都说好,还会不通过?","html":"总理都说好,还会不通过?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189800390443008,"gmtCreate":1687363508504,"gmtModify":1687363509504,"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>[爱你] 开始调头向下了吗?冲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>[爱你] 开始调头向下了吗?冲","text":"$特斯拉(TSLA)$ [爱你] 开始调头向下了吗?冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/189800390443008","isVote":1,"tweetType":1,"viewCount":4942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"前几天你人呢?","text":"前几天你人呢?","html":"前几天你人呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393702809559480,"gmtCreate":1737159896583,"gmtModify":1737212405688,"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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下下周等你暴跌,这个市值大炮还有多少饼?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":21,"repostSize":1,"link":"https://laohu8.com/post/393702809559480","isVote":1,"tweetType":1,"viewCount":6324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/e96cbf9c80a9100b3ffffc80c96d8329","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"content":"持续关注中,之前你的put平了没有?","text":"持续关注中,之前你的put平了没有?","html":"持续关注中,之前你的put平了没有?"},{"author":{"id":"4197597367227840","authorId":"4197597367227840","name":"liron","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4197597367227840","idStr":"4197597367227840"},"content":"傻鸟,天天出嘴不开空单","text":"傻鸟,天天出嘴不开空单","html":"傻鸟,天天出嘴不开空单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484912103965488,"gmtCreate":1759415637056,"gmtModify":1759415639243,"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,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"画饼公司,邪教头子的身价越来越离谱","listText":"画饼公司,邪教头子的身价越来越离谱","text":"画饼公司,邪教头子的身价越来越离谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/484912103965488","repostId":"1111891751","repostType":2,"repost":{"id":"1111891751","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":1759410186,"share":"https://www.laohu8.com/m/news/1111891751?lang=zh_CN&edition=full","pubTime":"2025-10-02 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111891751","content_text":"特斯拉 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。特斯拉第三季度产量447450辆,市场预测450313辆。第三季度MODEL 3/Y交付量481166辆,预测424828辆。第三季度车型3/Y产量435826辆,预测426714辆。同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546100370960848","authorId":"3546100370960848","name":"掉毛野山鸡","avatar":"https://static.tigerbbs.com/026214f0252f4151f49345625ba272b2","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3546100370960848","idStr":"3546100370960848"},"content":"呐上你仅有的身家,做空邪教头子。光喊没用的。","text":"呐上你仅有的身家,做空邪教头子。光喊没用的。","html":"呐上你仅有的身家,做空邪教头子。光喊没用的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419620908114128,"gmtCreate":1743478248312,"gmtModify":1743503405451,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/419620908114128","isVote":1,"tweetType":1,"viewCount":5157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458349567571181","idStr":"3458349567571181"},"content":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","text":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","html":"确实是这样,但是现在确实不能证明他已经改变出颓势了。"},{"author":{"id":"3551645374105058","authorId":"3551645374105058","name":"虎虎生威200505","avatar":"https://static.tigerbbs.com/d6bca79599b137d8e146738a6225719a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3551645374105058","idStr":"3551645374105058"},"content":"胡说八道还得是你 [弱] [弱] [弱]","text":"胡说八道还得是你 [弱] [弱] [弱]","html":"胡说八道还得是你 [弱] [弱] [弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488651040731424,"gmtCreate":1760326501873,"gmtModify":1760326504222,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","listText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","text":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/488651040731424","repostId":"2575441202","repostType":2,"repost":{"id":"2575441202","kind":"news","pubTimestamp":1760316180,"share":"https://www.laohu8.com/m/news/2575441202?lang=zh_CN&edition=full","pubTime":"2025-10-13 08:43","market":"us","language":"zh","title":"马斯克回应特斯拉FSD V14自动泊车","url":"https://stock-news.laohu8.com/highlight/detail?id=2575441202","media":"车质网","summary":"据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”","content":"<html><body><article><p>据IT之家消息,近期有人发布了一段视频,展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在升级FSDV14.1版本后的自动泊车表现。</p><p>据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。</p><p>针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","TSYW.SI":"TESLA 3xLongSG261006","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","BK4543":"AI","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY 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