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画饼仙人马斯克
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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画饼仙人马斯克
01:39
直接叫特斯拉公布目前生产多少机器人了,说年底5000怕是200都没。迷因股的迷因就是信徒们口口相传认为特斯拉会成为下一个苹果,然而巴菲特都不买的公司。
“终极叙事”发动机火力全开! “OG迷因股”特斯拉(TSLA.US)直奔历史新高?
画饼仙人马斯克
09-30 00:07
一丘之貉,特斯拉的死多头教主的头号小弟
AI日报丨还要涨36%?特斯拉目标价上调至600美元,市值到2026年有望达到3万亿美元
画饼仙人马斯克
09-30 00:07
中肯的
HSBC Adjusts Price Target on Tesla to $127 From $120
画饼仙人马斯克
09-29 12:00
马大炮告诉你十年的东西他承诺十月不管成不成能骗一波投资[弱]
著名机器人专家布鲁克斯警告:人形机器人泡沫注定会破裂
画饼仙人马斯克
09-26
这人和马斯克就是一伙的,不给颁发一个特斯拉荣誉顾问?
韦德布什:将特斯拉目标价上调至600美元
画饼仙人马斯克
09-25
养殖业大公司还用搞这种过场?而且个人薪酬还能上升到人类命运吗?马斯克真是当代耶稣呢
特斯拉疯狂投广告,为马斯克万亿美元薪酬拉票
画饼仙人马斯克
09-25
宗教股在特斯拉谁比你有影响力[弱] 年产百万台的时候不知道你还在不在地球呢,这两年你能量产超过电动重卡的数量嘛?天天承诺天天毁约[弱]
马斯克表态核心诉求:对特斯拉(TSLA.US)投票控制权比天价薪酬更重要
画饼仙人马斯克
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
画饼仙人马斯克
09-24
跟马大炮学的
雷军回应对标苹果保时捷特斯拉:敢于对标就是勇气
画饼仙人马斯克
09-24
加减一点东西就算新车了,特斯拉可真太有创造力了。
代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”
画饼仙人马斯克
09-24
这个价位了这种成长性极差的公司还叫别人买,488被套的吧。
大摩:视觉数据决定AI未来,特斯拉(TSLA.US)站上“光子竞赛”前沿
画饼仙人马斯克
09-24
这种回光返照也上调股价,不过车企还是得靠卖车来救
瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平
画饼仙人马斯克
09-24
[弱] 教主的承诺不过是为了眼下的利益罢了
FSD承诺未兑现,中国车主集体起诉特斯拉!
画饼仙人马斯克
09-24
逃离邪教正确的[强]
特斯拉机器人项目雪上加霜!AI团队负责人离职加入Meta
画饼仙人马斯克
09-24
宗教教主在和教徒们说怕自己影响力不够[开心]
马斯克呼吁股东投票,以确保其对特斯拉有足够影响力
画饼仙人马斯克
09-23
补贴结束前特能吹最后的疯狂
期权大单 | 英伟达千亿投资助力OpenAI!期权成交量增长70%,相关看涨期权涨幅翻倍
画饼仙人马斯克
09-23
宗教还搞形式主义,肯定通过的。
马斯克:特斯拉股东投票结果可能“影响世界的未来”
画饼仙人马斯克
09-22
特斯拉怎么可能撞,没有遇到障碍物自动开启飞行模式吗?肯定又是别人派来黑特斯拉的[弱]
特斯拉股东亲测FSD,不到100公里就撞车
画饼仙人马斯克
09-22
特斯拉什么时候算高端品牌了?毫无疑问是特吹写的
5000万订单泡沫破灭,车企继续顶风作案,却打不过特斯拉!
画饼仙人马斯克
09-19
如果是真的24000其实不贵,但是说话的那人是马大炮。电动皮卡和电动重卡都没有成功量产,那就想想就好了。
去老虎APP查看更多动态
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14:57","market":"us","language":"zh","title":"“终极叙事”发动机火力全开! “OG迷因股”特斯拉(TSLA.US)直奔历史新高?","url":"https://stock-news.laohu8.com/highlight/detail?id=2571166393","media":"智通财经","summary":"智通财经APP获悉,被投资者们纳入“人工智能”与“人形机器人”板块的电动汽车领军者特斯拉股价自9月以来可谓狂飙,相比于8月初则疯狂上涨40%,其背后的逻辑在一些华尔街分析师看来并非基本面层面的驱动因素,而是AI与机器人炒作以及技术与资金面共振。截至周一美股收盘,特斯拉股价收于443美元,曾于2024年12月创下历史最高股价488.54美元。就在特斯拉的“伟大宏图4.0”发布之际,马斯克重申了机器人业务在特斯拉的战略地位。","content":"<html><body><p>智通财经APP获悉,被投资者们纳入“人工智能”与“人形机器人”板块的电动汽车领军者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价自9月以来可谓狂飙,相比于8月初则疯狂上涨40%,其背后的逻辑在一些华尔街分析师看来并非基本面层面的驱动因素,而是AI与机器人炒作以及技术与资金面共振。来自华尔街金融巨头巴克莱的资深股票分析师丹·莱维(Dan Levy)甚至将特斯拉与2020年末和2021年的迷因股(<span>meme stock</span>)狂热看涨浪潮相提并论。</p><p>莱维在本周接受媒体采访时表示,这一轮上涨归因于散户投资者们(尤其是长期以来支持特斯拉的马斯克信徒们)对于AI超算驱动的FSD以及擎天柱人形机器人的再聚焦,以及围绕这家电动车制造商即将召开的年度股东大会所产生的极度兴奋情绪,此外还不乏期权杠杆/被动买盘/市场相对强弱切换等资金面驱动因素。</p><p>市场把重心从当下偏负面的整车销量与毛利,重新移向FSD(全自动驾驶)商业化、Robotaxi、Optimus(擎天柱人形机器人)、能源储能(Megapack)等“远期牛市曲线”,给了估值非常高溢价的空间,因此在“马斯克信徒”以及长期看涨特斯拉的散户们看来,这波涨势将推动特斯拉股价创历史新高。</p><p>然而,巴克莱分析师丹·莱维直接称特斯拉是一只“OG meme stock”,强调其“过分强调AI/机器人叙事+强劲的散户基础盘”常让股价与传统基本面预期脱钩;同时在资金面,相对七巨头(Magnificent 7)里其他强势股的轮动补涨,这种资金相对强弱切换带来动量驱动的看涨期权热潮。</p><p><strong>OG级别的迷因股</strong></p><p>“这只股票近期大涨,不仅仅关于迷因现象带来的狂潮。现实是……它甚至可以说是元老级别的老派迷因股(即OG meme stock),”巴克莱分析师莱维在采访中表示。</p><p>莱维强调,特斯拉无比强大的散户追随者以及“马斯克信徒们”自9月以来在资金上涨动能推动下,持续驱动其股价表现,而这种表现往往与传统基本面完全脱节,只需要一个强烈的看涨技术面信号即可驱动这只OG级别的迷因股大涨。</p><p>这位分析师还指出,该股以2026年盈利计算的180倍市盈率堪称“无稽之谈(nonsensical)”,并称与其用传统的市场估值指标,不如拿比特币(BTC-USD)等高风险投机资产来与特斯拉股票进行比较。对于特斯拉股价前景,这位分析师仍然持看跌立场,虽然认为特斯拉股价在众多叙事以及资金催化下仍然强势,但是不久后势必将大幅回调。</p><p>莱维还重点提到影响特斯拉股价走势的其他技术面与资金因素,包括其相对于其他“七巨头”(Magnificent Seven,MAGS)的长期以来相对低迷表现驱动技术面反弹,以及看涨期权交易活动的突然间升温带来强劲动量。</p><p>他补充表示,重返商界的埃隆·马斯克与特斯拉之间重新加深的互动,是该公司近期表现强劲的一个重要因素,并且指出特斯拉不少看涨势力都与“马斯克信徒”挂钩。</p><p>“我们所看到的是,至少目前,马斯克对于经营特斯拉的参与度更高了,”莱维表示,并提到马斯克的公开市场增持举措,以及董事会提出的薪酬方案,旨在确保这位CEO把精力集中在推动特斯拉的业绩增长轨迹上。</p><p>莱维强调,特斯拉仍然是一只“终极叙事型股票(ultimate narrative stock)”,尤其是与未来的强劲增长前景相比,当前的汽车销量只是一个“正在褪色的故事(fading story)”。</p><p>“基于AI与机器人强劲的未来增长模式,正是多头势力的核心支撑点,这让他们感到兴奋,”他解释称。并补充道,“由于散户们看涨叙事的力量以及围绕埃隆·马斯克的兴奋情绪,OG meme特斯拉今天因而获得了这种认可,而其他meme类公司可能得不到同样的散户认可程度。”</p><p><strong>“特斯拉超级大多头”预言特斯拉股价涨势远未停止</strong></p><p>有着“特斯拉超级大多头”称号的Wedbush资深分析师丹·艾夫斯近日将特斯拉目标价大幅上调至600美元,并维持“跑赢大盘”评级,艾夫斯的核心逻辑同样基于未来前景而不是电动汽车交付量,主要在于特斯拉人工智能加速发展并且即将迎来关键突破。截至周一美股收盘,特斯拉股价收于443美元,曾于2024年12月创下历史最高股价488.54美元。</p><p>艾夫斯指出,市场严重低估了特斯拉的转型潜力——即基于AI超算体系的FSD自动驾驶与机器人技术将在2026年成为核心战略支柱,而特斯拉对于AI与机器人的“游戏规则改变因素”将直接决定公司未来走向。</p><p>艾夫斯团队测算,仅基于AI的FSD自动驾驶领域就将为特斯拉贡献至少1万亿美元市值,而在特朗普政府未来一年任期内,特斯拉围绕 FSD的核心项目有望被提速,因为过去几年缠住公司的联邦监管“蜘蛛网”预计将被加快破除。艾夫斯团队认为,牛市情形下,特斯拉2026年初市值有望达2万亿美元,年底随着自动驾驶与机器人大规模量产,或进一步升至3万亿美元。</p><p>就在特斯拉的“伟大<a href=\"https://laohu8.com/S/600122\">宏图</a>4.0”发布之际,马斯克重申了机器人业务在特斯拉的战略地位。他表示,FSD和Optimus的规模化将是最为重要的事项,因为未来特斯拉大约80%的价值将来自Optimus人形机器人。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“终极叙事”发动机火力全开! “OG迷因股”特斯拉(TSLA.US)直奔历史新高?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“终极叙事”发动机火力全开! “OG迷因股”特斯拉(TSLA.US)直奔历史新高?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 14:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1351167.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,被投资者们纳入“人工智能”与“人形机器人”板块的电动汽车领军者特斯拉(TSLA.US)股价自9月以来可谓狂飙,相比于8月初则疯狂上涨40%,其背后的逻辑在一些华尔街分析师看来并非基本面层面的驱动因素,而是AI与机器人炒作以及技术与资金面共振。来自华尔街金融巨头巴克莱的资深股票分析师丹·莱维(Dan Levy)甚至将特斯拉与2020年末和2021年的迷因股(meme stock)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1351167.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","BK4511":"特斯拉概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0210536198.USD":"JPM US GROWTH \"A\" 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USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1351167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571166393","content_text":"智通财经APP获悉,被投资者们纳入“人工智能”与“人形机器人”板块的电动汽车领军者特斯拉(TSLA.US)股价自9月以来可谓狂飙,相比于8月初则疯狂上涨40%,其背后的逻辑在一些华尔街分析师看来并非基本面层面的驱动因素,而是AI与机器人炒作以及技术与资金面共振。来自华尔街金融巨头巴克莱的资深股票分析师丹·莱维(Dan Levy)甚至将特斯拉与2020年末和2021年的迷因股(meme stock)狂热看涨浪潮相提并论。莱维在本周接受媒体采访时表示,这一轮上涨归因于散户投资者们(尤其是长期以来支持特斯拉的马斯克信徒们)对于AI超算驱动的FSD以及擎天柱人形机器人的再聚焦,以及围绕这家电动车制造商即将召开的年度股东大会所产生的极度兴奋情绪,此外还不乏期权杠杆/被动买盘/市场相对强弱切换等资金面驱动因素。市场把重心从当下偏负面的整车销量与毛利,重新移向FSD(全自动驾驶)商业化、Robotaxi、Optimus(擎天柱人形机器人)、能源储能(Megapack)等“远期牛市曲线”,给了估值非常高溢价的空间,因此在“马斯克信徒”以及长期看涨特斯拉的散户们看来,这波涨势将推动特斯拉股价创历史新高。然而,巴克莱分析师丹·莱维直接称特斯拉是一只“OG meme stock”,强调其“过分强调AI/机器人叙事+强劲的散户基础盘”常让股价与传统基本面预期脱钩;同时在资金面,相对七巨头(Magnificent 7)里其他强势股的轮动补涨,这种资金相对强弱切换带来动量驱动的看涨期权热潮。OG级别的迷因股“这只股票近期大涨,不仅仅关于迷因现象带来的狂潮。现实是……它甚至可以说是元老级别的老派迷因股(即OG meme stock),”巴克莱分析师莱维在采访中表示。莱维强调,特斯拉无比强大的散户追随者以及“马斯克信徒们”自9月以来在资金上涨动能推动下,持续驱动其股价表现,而这种表现往往与传统基本面完全脱节,只需要一个强烈的看涨技术面信号即可驱动这只OG级别的迷因股大涨。这位分析师还指出,该股以2026年盈利计算的180倍市盈率堪称“无稽之谈(nonsensical)”,并称与其用传统的市场估值指标,不如拿比特币(BTC-USD)等高风险投机资产来与特斯拉股票进行比较。对于特斯拉股价前景,这位分析师仍然持看跌立场,虽然认为特斯拉股价在众多叙事以及资金催化下仍然强势,但是不久后势必将大幅回调。莱维还重点提到影响特斯拉股价走势的其他技术面与资金因素,包括其相对于其他“七巨头”(Magnificent Seven,MAGS)的长期以来相对低迷表现驱动技术面反弹,以及看涨期权交易活动的突然间升温带来强劲动量。他补充表示,重返商界的埃隆·马斯克与特斯拉之间重新加深的互动,是该公司近期表现强劲的一个重要因素,并且指出特斯拉不少看涨势力都与“马斯克信徒”挂钩。“我们所看到的是,至少目前,马斯克对于经营特斯拉的参与度更高了,”莱维表示,并提到马斯克的公开市场增持举措,以及董事会提出的薪酬方案,旨在确保这位CEO把精力集中在推动特斯拉的业绩增长轨迹上。莱维强调,特斯拉仍然是一只“终极叙事型股票(ultimate narrative stock)”,尤其是与未来的强劲增长前景相比,当前的汽车销量只是一个“正在褪色的故事(fading story)”。“基于AI与机器人强劲的未来增长模式,正是多头势力的核心支撑点,这让他们感到兴奋,”他解释称。并补充道,“由于散户们看涨叙事的力量以及围绕埃隆·马斯克的兴奋情绪,OG meme特斯拉今天因而获得了这种认可,而其他meme类公司可能得不到同样的散户认可程度。”“特斯拉超级大多头”预言特斯拉股价涨势远未停止有着“特斯拉超级大多头”称号的Wedbush资深分析师丹·艾夫斯近日将特斯拉目标价大幅上调至600美元,并维持“跑赢大盘”评级,艾夫斯的核心逻辑同样基于未来前景而不是电动汽车交付量,主要在于特斯拉人工智能加速发展并且即将迎来关键突破。截至周一美股收盘,特斯拉股价收于443美元,曾于2024年12月创下历史最高股价488.54美元。艾夫斯指出,市场严重低估了特斯拉的转型潜力——即基于AI超算体系的FSD自动驾驶与机器人技术将在2026年成为核心战略支柱,而特斯拉对于AI与机器人的“游戏规则改变因素”将直接决定公司未来走向。艾夫斯团队测算,仅基于AI的FSD自动驾驶领域就将为特斯拉贡献至少1万亿美元市值,而在特朗普政府未来一年任期内,特斯拉围绕 FSD的核心项目有望被提速,因为过去几年缠住公司的联邦监管“蜘蛛网”预计将被加快破除。艾夫斯团队认为,牛市情形下,特斯拉2026年初市值有望达2万亿美元,年底随着自动驾驶与机器人大规模量产,或进一步升至3万亿美元。就在特斯拉的“伟大宏图4.0”发布之际,马斯克重申了机器人业务在特斯拉的战略地位。他表示,FSD和Optimus的规模化将是最为重要的事项,因为未来特斯拉大约80%的价值将来自Optimus人形机器人。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483874293391952,"gmtCreate":1759162064610,"gmtModify":1759162066784,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"一丘之貉,特斯拉的死多头教主的头号小弟","listText":"一丘之貉,特斯拉的死多头教主的头号小弟","text":"一丘之貉,特斯拉的死多头教主的头号小弟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483874293391952","repostId":"2571384713","repostType":2,"repost":{"id":"2571384713","kind":"news","pubTimestamp":1759140840,"share":"https://www.laohu8.com/m/news/2571384713?lang=&edition=full","pubTime":"2025-09-29 18:14","market":"sg","language":"zh","title":"AI日报丨还要涨36%?特斯拉目标价上调至600美元,市值到2026年有望达到3万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2571384713","media":"美股研究社","summary":"“我认为 OpenAI 很可能会成为下一家价值数万亿美元的超大规模企业,”黄仁勋表示。三星2纳米制程晶圆近期报价每片2万美元,比台积电的3万美元便宜33%。该机构的分析师Dan Ives将特斯拉的目标股价大幅上调至600美元。这一目标价意味着预测该股在上周五收盘价440.40美元的基础上,还有约36%的显著上涨空间。他认为,该领域蕴含着1万亿美元的巨大机遇,并预测特斯拉的市值到2026年有望达到3万亿美元。","content":"<html><body><div>\n<div><img cms-height=\"330.203\" cms-width=\"578\" src=\"http://n.sinaimg.cn/spider20250929/9/w1024h585/20250929/9239-8771e7e3d0081e1c791252cab52ee32d.jpg\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">整理 | 美股研究社</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">在这个快速</font><font cms-style=\"font-L\">变</font><font cms-style=\"font-L\">化的</font><font cms-style=\"font-L\">时代,</font><font cms-style=\"font-L\">人工</font><font cms-style=\"font-L\">智能技术正以前所未有的速度发展,带来了广泛的机会</font><font cms-style=\"font-L\">。</font><font cms-style=\"font-L\">《AI日</font><font cms-style=\"font-L\">报</font><font cms-style=\"font-L\">》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行</font><font cms-style=\"font-L\">业</font><font cms-style=\"font-L\">洞察和</font><font cms-style=\"font-L\">价</font><font cms-style=\"font-L\">值</font><font cms-style=\"font-L\">分析。</font></p><div><img cms-height=\"68.7188\" cms-width=\"251\" src=\"http://n.sinaimg.cn/spider20250929/791/w621h170/20250929/f8e4-e435202bd68c174504b7879ff51387d7.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">AI快报</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">1</font><font cms-style=\"font-L\">.<font cms-style=\"font-L strong-Bold color240\"><span><a href=\"https://laohu8.com/S/BABA\">阿里</a></span><span></span>通义7大模型霸榜全球开源前十,千问Qwen3-Omni登顶。</font>全球最大AI开源社区Hugging Face公布了新一期模型榜单,<a href=\"https://laohu8.com/S/09988\">阿里</a>通义7款模型入选全球前十开源模型榜单,其中刚刚开源的全模态大模型Qwen3-Omni 登顶。</font></p><p cms-style=\"font-L\">2.在 BG2 播客节目中,黄仁勋将 OpenAI 的未来发展潜力与 <a href=\"https://laohu8.com/S/META\">Meta</a>、<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>等当前行业巨头相提并论,而这些巨头均同时运营着面向消费者与企业的服务。“我认为 OpenAI 很可能会成为下一家价值数万亿美元的超大规模企业,”黄仁勋表示。他还强调,从这一前景来看,投资 OpenAI 的机会堪称“我们能想象到的最明智的投资之一”。</p><p cms-style=\"font-L\">黄仁勋回顾了与 OpenAI 的关系,坦言自己早年在投资决策上留下了深深的遗憾。他提到,当 OpenAI 邀请<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>参与早期投资时,英伟达资金有限,没有下足赌注:“他们当时邀请我们投资,但我们太穷了,没有投够。我应该把所有的钱都给他们。”</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">3.</font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\">消息称,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>为放大经济规模,2纳米制程降价抢单,希望能争取<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>的主要客户投片。</font>三星2纳米制程晶圆近期报价每片2万美元,比台积电的3万美元便宜33%。三星正积极与英伟达和<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>等大厂接触,进行2纳米性能评估与量产准备。</font></font></p><p cms-style=\"font-L\">4.<font cms-style=\"font-L strong-Bold color240\"><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>股价收涨4.02%,主要得益于知名投行韦德布什证券的重磅看好。该机构的分析师Dan Ives将特斯拉的目标股价大幅上调至600美元。</font></p><p cms-style=\"font-L\">这一目标价意味着预测该股在上周五收盘价440.40美元的基础上,还有约36%的显著上涨空间。</p><p cms-style=\"font-L\">Dan Ives强调,支撑这一估值提升的核心在于特斯拉加速推进其AI计划和自动驾驶领域的潜力。<font cms-style=\"font-L strong-Bold color240\">他认为,该领域蕴含着1万亿美元的巨大机遇,并预测特斯拉的市值到2026年有望达到3万亿美元。</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L align-Center italic\"><div><img cms-height=\"64.6094\" cms-width=\"236\" src=\"http://n.sinaimg.cn/spider20250929/791/w621h170/20250929/4a44-42a94bd3b40bd137af76637bdd17724e.png\"/><span></span></div></font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">七巨头日报</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-09-29 18:14 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-09-29/doc-infsecqp1794762.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>整理 | 美股研究社在这个快速变化的时代,人工智能技术正以前所未有的速度发展,带来了广泛的机会。《AI日报》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行业洞察和价值分析。AI快报1.阿里通义7大模型霸榜全球开源前十,千问Qwen3-Omni登顶。全球最大AI开源社区Hugging Face公布了新一期模型榜单,阿里通义7款模型入选全球前十开源模型榜单,其中刚刚开源的全模态大模型...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-29/doc-infsecqp1794762.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-29/doc-infsecqp1794762.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2571384713","content_text":"整理 | 美股研究社在这个快速变化的时代,人工智能技术正以前所未有的速度发展,带来了广泛的机会。《AI日报》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行业洞察和价值分析。AI快报1.阿里通义7大模型霸榜全球开源前十,千问Qwen3-Omni登顶。全球最大AI开源社区Hugging Face公布了新一期模型榜单,阿里通义7款模型入选全球前十开源模型榜单,其中刚刚开源的全模态大模型Qwen3-Omni 登顶。2.在 BG2 播客节目中,黄仁勋将 OpenAI 的未来发展潜力与 Meta、谷歌等当前行业巨头相提并论,而这些巨头均同时运营着面向消费者与企业的服务。“我认为 OpenAI 很可能会成为下一家价值数万亿美元的超大规模企业,”黄仁勋表示。他还强调,从这一前景来看,投资 OpenAI 的机会堪称“我们能想象到的最明智的投资之一”。黄仁勋回顾了与 OpenAI 的关系,坦言自己早年在投资决策上留下了深深的遗憾。他提到,当 OpenAI 邀请英伟达参与早期投资时,英伟达资金有限,没有下足赌注:“他们当时邀请我们投资,但我们太穷了,没有投够。我应该把所有的钱都给他们。”3.消息称,三星为放大经济规模,2纳米制程降价抢单,希望能争取台积电的主要客户投片。三星2纳米制程晶圆近期报价每片2万美元,比台积电的3万美元便宜33%。三星正积极与英伟达和高通等大厂接触,进行2纳米性能评估与量产准备。4.特斯拉股价收涨4.02%,主要得益于知名投行韦德布什证券的重磅看好。该机构的分析师Dan Ives将特斯拉的目标股价大幅上调至600美元。这一目标价意味着预测该股在上周五收盘价440.40美元的基础上,还有约36%的显著上涨空间。Dan Ives强调,支撑这一估值提升的核心在于特斯拉加速推进其AI计划和自动驾驶领域的潜力。他认为,该领域蕴含着1万亿美元的巨大机遇,并预测特斯拉的市值到2026年有望达到3万亿美元。七巨头日报\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483873786110160,"gmtCreate":1759162039779,"gmtModify":1759162041946,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"中肯的","listText":"中肯的","text":"中肯的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/483873786110160","repostId":"2571321733","repostType":2,"repost":{"id":"2571321733","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1759155949,"share":"https://www.laohu8.com/m/news/2571321733?lang=&edition=full","pubTime":"2025-09-29 22:25","market":"us","language":"en","title":"HSBC Adjusts Price Target on Tesla to $127 From $120","url":"https://stock-news.laohu8.com/highlight/detail?id=2571321733","media":"MT Newswires Live","summary":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and r","content":"<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HSBC Adjusts Price Target on Tesla to $127 From $120</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nHSBC Adjusts Price Target on Tesla to $127 From $120\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-09-29 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","HSBC":"汇丰","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571321733","content_text":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 443.97, Change: +3.57, Percent Change: +0.81","news_type":1,"symbols_score_info":{"HSBC":1.5,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577104682622234","authorId":"3577104682622234","name":"Heykid","avatar":"https://static.tigerbbs.com/bf51fc7e80e268248e5747d923640d90","crmLevel":9,"crmLevelSwitch":0,"idStr":"3577104682622234","authorIdStr":"3577104682622234"},"content":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?","text":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?","html":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483693611143224,"gmtCreate":1759118453556,"gmtModify":1759118456024,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"马大炮告诉你十年的东西他承诺十月不管成不成能骗一波投资[弱] ","listText":"马大炮告诉你十年的东西他承诺十月不管成不成能骗一波投资[弱] ","text":"马大炮告诉你十年的东西他承诺十月不管成不成能骗一波投资[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483693611143224","repostId":"2571590877","repostType":2,"repost":{"id":"2571590877","kind":"news","pubTimestamp":1759115155,"share":"https://www.laohu8.com/m/news/2571590877?lang=&edition=full","pubTime":"2025-09-29 11:05","market":"us","language":"zh","title":"著名机器人专家布鲁克斯警告:人形机器人泡沫注定会破裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2571590877","media":"腾讯科技","summary":"9月29日消息,在风险资本热钱涌动、科技巨头争相入局的人形机器人领域,著名机器人专家、iRobot联合创始人、麻省理工学院教授罗德尼·布鲁克斯 近日发出警示:当前由特斯拉等企业炒作和数十亿美元投资推动的人形机器人热潮,是一个注定要破裂的泡沫。布鲁克斯的观点在行业内引发共鸣。布鲁克斯的警示并非否定机器人技术的前景,而是引导行业回归商业本质。","content":"<html><body><article><img src=\"https://inews.gtimg.com/news_bt/Oev9SVzxj50esvYzfoPgdr06Bvd0OV9tLAf0zhU3C2MyoAA/0\"/><p>9月29日消息,在风险资本热钱涌动、科技巨头争相入局的人形机器人领域,著名机器人专家、iRobot联合创始人、麻省理工学院教授罗德尼·<a href=\"https://laohu8.com/S/BRKR\">布鲁克</a>斯(Rodney Brooks)近日发出警示:当前由<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业炒作和数十亿美元投资推动的人形机器人热潮,是一个注定要破裂的泡沫。</p><p>01 核心技术三大瓶颈难破:“纯粹幻想”与物理现实之间的鸿沟</p><p>当前,以特斯拉和机器人公司Figure为代表的企业,正尝试通过让机器人观看人类执行任务的视频来训练其精细操作能力。布鲁克斯在其最新文章中直指这种方法是“纯粹的空想”,并从三个维度剖析了其存在的根本性技术障碍。</p><img src=\"https://inews.gtimg.com/news_bt/OWxNmy-jEh3SkPVc8w--DitL9uUhBPBUeiaYhM-qaOpdAAA/0\"/><p>图:著名机器人专家罗德尼·布鲁克斯</p><p><strong>首先是触觉感知方面存在巨大差距。</strong>布鲁克斯指出,人手是极其复杂的构造,内部密布约1.7万个专用触觉感受器,这是现有任何机器人都难以企及的。</p><p>布鲁克斯解释道,机器学习之所以能在语音识别和图像处理领域取得突破,但这些成就建立在数十年现有技术的基础上,这些技术能够有效地捕捉和处理相应的数据。“但在触觉数据领域,我们缺乏这样的技术积累,”他强调。这意味着机器人无法通过观察视频,真正理解人类与物体互动时产生的微妙物理反馈。</p><img src=\"https://inews.gtimg.com/news_bt/OXhgxa3EzWy0SViaDydMVoOYmh778Pe6Pg9qcOtnt_jfcAA/0\"/><p><strong>其次是无法回避的安全问题。</strong>全尺寸双足人形机器人需要消耗巨大能量维持平衡,一旦失稳将造成严重安全隐患。布鲁克斯引用物理学定律说明:一个尺寸是现有模型两倍的机器人,其跌倒时释放的破坏性能量将增至八倍。这种潜在风险让人形机器人在现实场景中的大规模应用面临严峻考验。</p><p><strong>最后,电池续航与现实环境适应性等基础性难题同样悬而未决。</strong>布鲁克斯认为,尽管演示中机器人能完成叠衣、仓储导航等任务,但要实现可靠且成本可控的规模化应用,前路依然漫长。</p><p>布鲁克斯的观点在行业内引发共鸣。有机器人爱好者者在社交平台坦言,该技术“距离真正实用可能还需二三十年”,这一局面与2010年左右3D打印泡沫如出一辙。</p><p>02 投资狂热下的冷思考:市场预期与落地现实之间存在差距</p><p>尽管核心技术瓶颈尚未突破,但资本市场对人形机器人的热情却持续高涨。Figure在最新融资中获得超过100亿美元的资本承诺,估值飙升至390亿美元。</p><p>MarketsandMarkets的市场分析报告预测,得益于人工智能的进步和制造业的劳动力短缺,全球人形机器人市场规模将从2024年的20.3亿美元激增至2029年的132.5亿美元。</p><p>投资银行也纷纷给出乐观预测,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计到2050年市场规模将达到5万亿美元,而美国银行则认为到2030年每台机器人的成本将降至17000美元。</p><p>然而,这种乐观的预期与布鲁克斯的冷静观察形成了鲜明对比。他指出,如今数十亿美元的投资,实际上是在资助昂贵的训练实验,而这些实验永远无法实现规模化量产。他还比喻道:“这就像一场终点线不断后移的赛跑,与当年自动驾驶的过度承诺如出一辙。”</p><p>03 从“生成式AI”到具身智能,AI能力再受审视</p><p>布鲁克斯的怀疑论并非仅限于机器人硬件,也延伸至当前火热的人工智能领域。他早前便指出,生成式AI的实际能力被高估,某些场景下反而会增加人类工作量。</p><p>这一观点得到了实证研究的支持。非营利AI研究机构METR的实验发现,使用AI工具的软件开发人员任务完成时间延长了19%,但主观效率感知却提升20%,这揭示了人工智能工具在实际应用中效率与用户感知之间的偏差。</p><p>布鲁克斯强调,将尚未成熟的AI技术应用于需精确物理交互的机器人领域,问题将被进一步放大。他在近期关于具身AI的讨论中发现,“接触操控”这一根本性难题正持续浮现,如何让机器人在动态环境中实现可靠的力量控制与物理交互,仍是悬而未解的课题。</p><p>04 生态困局与务实破局:巨头阴影下的生存智慧</p><p>尽管布鲁克斯曾质疑科技巨头在机器人领域的统治力,但现实是领先企业已无法摆脱它们的“引力场”:人形机器人制造商Apptronik已接受<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>投资,并与DeepMind展开合作;Figure则获得<a href=\"https://laohu8.com/S/MSFT\">微软</a>与OpenAI创业基金支持,曾携手研发端到端AI系统。</p><p>面对巨头环伺的生态,布鲁克斯的审慎源于其跌宕的产品落地经验。作为Roomba的缔造者,他见证了这个史上最成功家用机器人的诞生,更铭记通往成功路上遍布的失败,超过99%的机器人项目最终夭折。</p><p>布鲁克斯直言:“总而言之,开发硬件真的很难。人形机器人公司中拥有实际产品部署经验的高管凤毛麟角。我知道部署机器人有多难,也知道制造出客户愿意付钱购买的产品有多难,产品必须达到99.999%的极致可靠性,任何高于此的故障率都将带来使用挫败甚至安全隐患。”</p><p>因此,布鲁克斯的新公司Robust.AI选择了更为务实的路线。该公司的Carter机器人摒弃了人形执念,回归智能搬运车的本质:既支持自主导航,也允许人工介入操控,始终将人类置于决策闭环的核心。</p><p>05 前路抉择:回归商业本质或直面泡沫破裂</p><p>布鲁克斯预言,15年后,成功的“人形”机器人将配备轮组、多条手臂与专用传感器,彻底告别人类形态。他认为,追逐技术热点虽能短暂提振股价,但最终唯有投资回报率才是衡量价值的唯一准绳。</p><p>“客户从不关心技术本身,”布鲁克斯强调,“他们要的是降本增效的实际成果。能否通过技术实现比传统方式更高的运营效率,这才是决策的关键。”</p><p>对于人形机器人是否会迎来“ChatGPT时刻”的热议,布鲁克斯的警告为行业敲响了警钟:如果没有在人工智能学习和硬件方面取得根本性突破,该行业将面临痛苦的调整。炒作终将让位于实质进步,否则这场人形机器人梦想将重蹈过往科技幻影的覆辙。</p><p>布鲁克斯的警示并非否定机器人技术的前景,而是引导行业回归商业本质。正如他断言“人形机器人几十年内难以取代人类岗位”,未来胜出的或许并非拟人度最高的产品,而是如Roomba一般能精准解决特定问题的实用工具。(<strong>文/<a href=\"https://laohu8.com/S/00700\">腾讯</a>科技特约编译金鹿,编辑/燕妮</strong>)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>著名机器人专家布鲁克斯警告:人形机器人泡沫注定会破裂</title>\n<style 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ACC","BK4588":"碎股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929110751a6a5324e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571590877","content_text":"9月29日消息,在风险资本热钱涌动、科技巨头争相入局的人形机器人领域,著名机器人专家、iRobot联合创始人、麻省理工学院教授罗德尼·布鲁克斯(Rodney Brooks)近日发出警示:当前由特斯拉等企业炒作和数十亿美元投资推动的人形机器人热潮,是一个注定要破裂的泡沫。01 核心技术三大瓶颈难破:“纯粹幻想”与物理现实之间的鸿沟当前,以特斯拉和机器人公司Figure为代表的企业,正尝试通过让机器人观看人类执行任务的视频来训练其精细操作能力。布鲁克斯在其最新文章中直指这种方法是“纯粹的空想”,并从三个维度剖析了其存在的根本性技术障碍。图:著名机器人专家罗德尼·布鲁克斯首先是触觉感知方面存在巨大差距。布鲁克斯指出,人手是极其复杂的构造,内部密布约1.7万个专用触觉感受器,这是现有任何机器人都难以企及的。布鲁克斯解释道,机器学习之所以能在语音识别和图像处理领域取得突破,但这些成就建立在数十年现有技术的基础上,这些技术能够有效地捕捉和处理相应的数据。“但在触觉数据领域,我们缺乏这样的技术积累,”他强调。这意味着机器人无法通过观察视频,真正理解人类与物体互动时产生的微妙物理反馈。其次是无法回避的安全问题。全尺寸双足人形机器人需要消耗巨大能量维持平衡,一旦失稳将造成严重安全隐患。布鲁克斯引用物理学定律说明:一个尺寸是现有模型两倍的机器人,其跌倒时释放的破坏性能量将增至八倍。这种潜在风险让人形机器人在现实场景中的大规模应用面临严峻考验。最后,电池续航与现实环境适应性等基础性难题同样悬而未决。布鲁克斯认为,尽管演示中机器人能完成叠衣、仓储导航等任务,但要实现可靠且成本可控的规模化应用,前路依然漫长。布鲁克斯的观点在行业内引发共鸣。有机器人爱好者者在社交平台坦言,该技术“距离真正实用可能还需二三十年”,这一局面与2010年左右3D打印泡沫如出一辙。02 投资狂热下的冷思考:市场预期与落地现实之间存在差距尽管核心技术瓶颈尚未突破,但资本市场对人形机器人的热情却持续高涨。Figure在最新融资中获得超过100亿美元的资本承诺,估值飙升至390亿美元。MarketsandMarkets的市场分析报告预测,得益于人工智能的进步和制造业的劳动力短缺,全球人形机器人市场规模将从2024年的20.3亿美元激增至2029年的132.5亿美元。投资银行也纷纷给出乐观预测,摩根士丹利预计到2050年市场规模将达到5万亿美元,而美国银行则认为到2030年每台机器人的成本将降至17000美元。然而,这种乐观的预期与布鲁克斯的冷静观察形成了鲜明对比。他指出,如今数十亿美元的投资,实际上是在资助昂贵的训练实验,而这些实验永远无法实现规模化量产。他还比喻道:“这就像一场终点线不断后移的赛跑,与当年自动驾驶的过度承诺如出一辙。”03 从“生成式AI”到具身智能,AI能力再受审视布鲁克斯的怀疑论并非仅限于机器人硬件,也延伸至当前火热的人工智能领域。他早前便指出,生成式AI的实际能力被高估,某些场景下反而会增加人类工作量。这一观点得到了实证研究的支持。非营利AI研究机构METR的实验发现,使用AI工具的软件开发人员任务完成时间延长了19%,但主观效率感知却提升20%,这揭示了人工智能工具在实际应用中效率与用户感知之间的偏差。布鲁克斯强调,将尚未成熟的AI技术应用于需精确物理交互的机器人领域,问题将被进一步放大。他在近期关于具身AI的讨论中发现,“接触操控”这一根本性难题正持续浮现,如何让机器人在动态环境中实现可靠的力量控制与物理交互,仍是悬而未解的课题。04 生态困局与务实破局:巨头阴影下的生存智慧尽管布鲁克斯曾质疑科技巨头在机器人领域的统治力,但现实是领先企业已无法摆脱它们的“引力场”:人形机器人制造商Apptronik已接受谷歌投资,并与DeepMind展开合作;Figure则获得微软与OpenAI创业基金支持,曾携手研发端到端AI系统。面对巨头环伺的生态,布鲁克斯的审慎源于其跌宕的产品落地经验。作为Roomba的缔造者,他见证了这个史上最成功家用机器人的诞生,更铭记通往成功路上遍布的失败,超过99%的机器人项目最终夭折。布鲁克斯直言:“总而言之,开发硬件真的很难。人形机器人公司中拥有实际产品部署经验的高管凤毛麟角。我知道部署机器人有多难,也知道制造出客户愿意付钱购买的产品有多难,产品必须达到99.999%的极致可靠性,任何高于此的故障率都将带来使用挫败甚至安全隐患。”因此,布鲁克斯的新公司Robust.AI选择了更为务实的路线。该公司的Carter机器人摒弃了人形执念,回归智能搬运车的本质:既支持自主导航,也允许人工介入操控,始终将人类置于决策闭环的核心。05 前路抉择:回归商业本质或直面泡沫破裂布鲁克斯预言,15年后,成功的“人形”机器人将配备轮组、多条手臂与专用传感器,彻底告别人类形态。他认为,追逐技术热点虽能短暂提振股价,但最终唯有投资回报率才是衡量价值的唯一准绳。“客户从不关心技术本身,”布鲁克斯强调,“他们要的是降本增效的实际成果。能否通过技术实现比传统方式更高的运营效率,这才是决策的关键。”对于人形机器人是否会迎来“ChatGPT时刻”的热议,布鲁克斯的警告为行业敲响了警钟:如果没有在人工智能学习和硬件方面取得根本性突破,该行业将面临痛苦的调整。炒作终将让位于实质进步,否则这场人形机器人梦想将重蹈过往科技幻影的覆辙。布鲁克斯的警示并非否定机器人技术的前景,而是引导行业回归商业本质。正如他断言“人形机器人几十年内难以取代人类岗位”,未来胜出的或许并非拟人度最高的产品,而是如Roomba一般能精准解决特定问题的实用工具。(文/腾讯科技特约编译金鹿,编辑/燕妮)","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482731433410648,"gmtCreate":1758882814744,"gmtModify":1758882817363,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"这人和马斯克就是一伙的,不给颁发一个特斯拉荣誉顾问?","listText":"这人和马斯克就是一伙的,不给颁发一个特斯拉荣誉顾问?","text":"这人和马斯克就是一伙的,不给颁发一个特斯拉荣誉顾问?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482731433410648","repostId":"2570015360","repostType":2,"repost":{"id":"2570015360","kind":"news","pubTimestamp":1758880081,"share":"https://www.laohu8.com/m/news/2570015360?lang=&edition=full","pubTime":"2025-09-26 17:48","market":"us","language":"zh","title":"韦德布什:将特斯拉目标价上调至600美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2570015360","media":"格隆汇","summary":"韦德布什:将特斯拉(TSLA.US)目标价从500美元上调至600美元。责任编辑:钟离","content":"<html><body><article><p>韦德布什:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)目标价从500美元上调至600美元。责任编辑:钟离</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>韦德布什:将特斯拉目标价上调至600美元</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韦德布什:将特斯拉目标价上调至600美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 17:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092617563097ab44fa&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>韦德布什:将特斯拉(TSLA.US)目标价从500美元上调至600美元。责任编辑:钟离</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092617563097ab44fa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092617563097ab44fa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570015360","content_text":"韦德布什:将特斯拉(TSLA.US)目标价从500美元上调至600美元。责任编辑:钟离","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482397585990392,"gmtCreate":1758801514964,"gmtModify":1758805273437,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"养殖业大公司还用搞这种过场?而且个人薪酬还能上升到人类命运吗?马斯克真是当代耶稣呢","listText":"养殖业大公司还用搞这种过场?而且个人薪酬还能上升到人类命运吗?马斯克真是当代耶稣呢","text":"养殖业大公司还用搞这种过场?而且个人薪酬还能上升到人类命运吗?马斯克真是当代耶稣呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482397585990392","repostId":"2570055679","repostType":2,"repost":{"id":"2570055679","kind":"news","pubTimestamp":1758765798,"share":"https://www.laohu8.com/m/news/2570055679?lang=&edition=full","pubTime":"2025-09-25 10:03","market":"us","language":"zh","title":"特斯拉疯狂投广告,为马斯克万亿美元薪酬拉票","url":"https://stock-news.laohu8.com/highlight/detail?id=2570055679","media":"鞭牛士","summary":"据electrek报道,特斯拉日前在埃隆·马斯克旗下的X平台投放广告,呼吁股东为其价值万亿美元的薪酬方案投赞成票。公司董事会宣称该投票将“决定特斯拉未来”,马斯克则进一步将个人薪酬与人类命运挂钩,声称需要股权保障其对公司的控制权,否则无法安心推进人工智能及机器人项目。他此前甚至威胁股东,若无法获得25%投票权,将停止在特斯拉开发AI产品。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OeXKBDdjLOy6su9v3Eq3xLwLjBsi6Hp1QlgfnFT7Fv5FUAA/0\"/><p>据electrek报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>日前在埃隆·马斯克旗下的X平台投放广告,呼吁股东为其价值万亿美元的薪酬方案投赞成票。</p><p>这家曾以“反对广告”著称的车企,在马斯克收购推特(现X平台)后态度悄然转变——这位CEO曾公开表示“讨厌广告”,强调“其他公司花钱营销,而特斯拉只专注产品”。</p><img src=\"https://inews.gtimg.com/om_bt/O1vpD6y1SCjIM_zZN6Z5XTrEarTdJaaXMLdKG7MTdfebAAA/0\"/><p>如今特斯拉正发动全面宣传攻势:不仅在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Instagram、<a href=\"https://laohu8.com/S/META\">Facebook</a>和<a href=\"https://laohu8.com/S/RDDT\">Reddit</a>等多平台投放广告,更罕见地在X平台购买推广位,全力游说股东通过这项堪称天价的薪酬方案。</p><p>公司董事会宣称该投票将“决定特斯拉未来”,马斯克则进一步将个人薪酬与人类命运挂钩,声称需要股权保障其对公司的控制权,否则无法安心推进人工智能及机器人项目。</p><p>他此前甚至威胁股东,若无法获得25%投票权,将停止在特斯拉开发AI产品。(转载自:电车界)</p><p>更多电动车资讯请点击:http://www.evjee.cn/</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>特斯拉疯狂投广告,为马斯克万亿美元薪酬拉票</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特斯拉疯狂投广告,为马斯克万亿美元薪酬拉票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 10:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925100543a44242fa&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据electrek报道,特斯拉日前在埃隆·马斯克旗下的X平台投放广告,呼吁股东为其价值万亿美元的薪酬方案投赞成票。这家曾以“反对广告”著称的车企,在马斯克收购推特(现X平台)后态度悄然转变——这位CEO曾公开表示“讨厌广告”,强调“其他公司花钱营销,而特斯拉只专注产品”。如今特斯拉正发动全面宣传攻势:不仅在谷歌、Instagram、Facebook和Reddit等多平台投放广告,更罕见地在X平台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925100543a44242fa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4612":"AI芯片","TSYW.SI":"TESLA 3xLongSG261006","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","DXYZ":"Destiny Tech100 Inc","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4588":"碎股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4548":"巴美列捷福持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4574":"无人驾驶","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) 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INC","BK4516":"特朗普概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925100543a44242fa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570055679","content_text":"据electrek报道,特斯拉日前在埃隆·马斯克旗下的X平台投放广告,呼吁股东为其价值万亿美元的薪酬方案投赞成票。这家曾以“反对广告”著称的车企,在马斯克收购推特(现X平台)后态度悄然转变——这位CEO曾公开表示“讨厌广告”,强调“其他公司花钱营销,而特斯拉只专注产品”。如今特斯拉正发动全面宣传攻势:不仅在谷歌、Instagram、Facebook和Reddit等多平台投放广告,更罕见地在X平台购买推广位,全力游说股东通过这项堪称天价的薪酬方案。公司董事会宣称该投票将“决定特斯拉未来”,马斯克则进一步将个人薪酬与人类命运挂钩,声称需要股权保障其对公司的控制权,否则无法安心推进人工智能及机器人项目。他此前甚至威胁股东,若无法获得25%投票权,将停止在特斯拉开发AI产品。(转载自:电车界)更多电动车资讯请点击:http://www.evjee.cn/","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482373837140344,"gmtCreate":1758795515547,"gmtModify":1758795518105,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"宗教股在特斯拉谁比你有影响力[弱] 年产百万台的时候不知道你还在不在地球呢,这两年你能量产超过电动重卡的数量嘛?天天承诺天天毁约[弱] ","listText":"宗教股在特斯拉谁比你有影响力[弱] 年产百万台的时候不知道你还在不在地球呢,这两年你能量产超过电动重卡的数量嘛?天天承诺天天毁约[弱] ","text":"宗教股在特斯拉谁比你有影响力[弱] 年产百万台的时候不知道你还在不在地球呢,这两年你能量产超过电动重卡的数量嘛?天天承诺天天毁约[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482373837140344","repostId":"2570068802","repostType":2,"repost":{"id":"2570068802","kind":"news","pubTimestamp":1758779484,"share":"https://www.laohu8.com/m/news/2570068802?lang=&edition=full","pubTime":"2025-09-25 13:51","market":"us","language":"zh","title":"马斯克表态核心诉求:对特斯拉(TSLA.US)投票控制权比天价薪酬更重要","url":"https://stock-news.laohu8.com/highlight/detail?id=2570068802","media":"智通财经","summary":"智通财经APP获悉,特斯拉首席执行官埃隆马斯克近日就其薪酬方案公开了自己的想法。同时,目标达成后马斯克还将额外获得超 4.23 亿股特斯拉股票,这将使他对公司的投票控制权提升至约 29%。在社交平台 X上,马斯克表示,此事核心并非薪酬,而是当特斯拉未来量产数百万台机器人时,他需拥有足够影响力以确保安全。周三收盘时,特斯拉股价上涨 4%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)首席执行官埃隆・马斯克近日就其薪酬方案公开了自己的想法。若该方案中所有既定里程碑目标均达成,其薪酬总额最高可达 1 万亿美元。同时,目标达成后马斯克还将额外获得超 4.23 亿股特斯拉股票,这将使他对公司的投票控制权提升至约 29%。</p><p>在社交平台 X上,马斯克表示,此事核心并非薪酬,而是当特斯拉未来量产数百万台机器人时,他需拥有足够影响力以确保安全。他强调:“要是未来某天,我能被那些自身甚至不持有特斯拉股票的维权股东咨询公司轻易赶下台,这样的未来我无法接受。”</p><p>特斯拉年度股东大会定于 11 月 6 日(周四)在得克萨斯州奥斯汀市的得州超级工厂举行。截至 9 月 15 日登记在册的认证股东,可通过线上方式参与会议、行使投票权,并向公司管理层提交问题。</p><p>周三收盘时,特斯拉股价上涨 4%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克表态核心诉求:对特斯拉(TSLA.US)投票控制权比天价薪酬更重要</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马斯克表态核心诉求:对特斯拉(TSLA.US)投票控制权比天价薪酬更重要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 13:51 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1349256.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉(TSLA.US)首席执行官埃隆・马斯克近日就其薪酬方案公开了自己的想法。若该方案中所有既定里程碑目标均达成,其薪酬总额最高可达 1 万亿美元。同时,目标达成后马斯克还将额外获得超 4.23 亿股特斯拉股票,这将使他对公司的投票控制权提升至约 29%。在社交平台 X上,马斯克表示,此事核心并非薪酬,而是当特斯拉未来量产数百万台机器人时,他需拥有足够影响力以确保安全。他强调...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1349256.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4604":"机器人概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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ACC","BK4551":"寇图资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1349256.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570068802","content_text":"智通财经APP获悉,特斯拉(TSLA.US)首席执行官埃隆・马斯克近日就其薪酬方案公开了自己的想法。若该方案中所有既定里程碑目标均达成,其薪酬总额最高可达 1 万亿美元。同时,目标达成后马斯克还将额外获得超 4.23 亿股特斯拉股票,这将使他对公司的投票控制权提升至约 29%。在社交平台 X上,马斯克表示,此事核心并非薪酬,而是当特斯拉未来量产数百万台机器人时,他需拥有足够影响力以确保安全。他强调:“要是未来某天,我能被那些自身甚至不持有特斯拉股票的维权股东咨询公司轻易赶下台,这样的未来我无法接受。”特斯拉年度股东大会定于 11 月 6 日(周四)在得克萨斯州奥斯汀市的得州超级工厂举行。截至 9 月 15 日登记在册的认证股东,可通过线上方式参与会议、行使投票权,并向公司管理层提交问题。周三收盘时,特斯拉股价上涨 4%。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482284250611784,"gmtCreate":1758774145252,"gmtModify":1758774147446,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","listText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","text":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出:</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。</strong>相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善,Spak在报告最后仍强调:</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","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":366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4200747074916302","authorIdStr":"4200747074916302"},"content":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","text":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","html":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482076652900384,"gmtCreate":1758723532227,"gmtModify":1758723534395,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"跟马大炮学的","listText":"跟马大炮学的","text":"跟马大炮学的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482076652900384","repostId":"2569072410","repostType":2,"repost":{"id":"2569072410","kind":"news","pubTimestamp":1758687499,"share":"https://www.laohu8.com/m/news/2569072410?lang=&edition=full","pubTime":"2025-09-24 12:18","market":"us","language":"zh","title":"雷军回应对标苹果保时捷特斯拉:敢于对标就是勇气","url":"https://stock-news.laohu8.com/highlight/detail?id=2569072410","media":"快科技","summary":"快科技9月24日消息,雷军2025年年度演讲将于明晚举行,此次演讲的主题是“改变”。还有网友提问道“对标苹果保时捷特斯拉,不管做什么,非得要对标吗?”对此,雷军表示:这几家公司都是各个领域的世界第一,敢于对标世界第一就是一种勇气。","content":"<html><body><article><p>快科技9月24日消息,<strong>雷军2025年年度演讲将于明晚举行,此次演讲的主题是“改变”。</strong></p><p>今日上午,他就年度演讲提前回答了一些大家关心的问题(戳视频跳转观看)。</p><p>有网友提问:“造车造手机,还做大芯片,你忙得过来吗?”</p><p>雷军回应称:<strong>这些事情不是我一个人干的,我们每个业务都有非常优秀专业的团队,而且手机、汽车芯片是相互关联的。这些业务可以相互协同相互促进。</strong></p><p>还有网友提问道“对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>保时捷<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,不管做什么,非得要对标吗?”</p><p>对此,雷军表示:<strong>这几家公司都是各个领域的世界第一,敢于对标世界第一就是一种勇气。只有对标第一,学习第一,才能最终赶超第一。</strong></p><p>至于为何坚持办演讲,雷军坦言,虽然演讲不是自己的长项,但希望有一个机会能和大家深入沟通,介绍一下<a href=\"https://laohu8.com/S/XIACY\">小米</a>是一家什么样的公司,<a href=\"https://laohu8.com/S/01810\">小米</a>正在做什么事情,让大家能够了解<a href=\"https://laohu8.com/S/81810\">小米</a>。</p><p><strong>“只要大家愿意听,自己就会一直讲下去。”</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924122540131d152mshfplz5ogd\"/></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>雷军回应对标苹果保时捷特斯拉:敢于对标就是勇气</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092412254497a62aeb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0061474960.USD":"天利环球焦点基金AU Acc","TSYW.SI":"TESLA 3xLongSG261006","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" 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INCOME \"AM4\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092412254497a62aeb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569072410","content_text":"快科技9月24日消息,雷军2025年年度演讲将于明晚举行,此次演讲的主题是“改变”。今日上午,他就年度演讲提前回答了一些大家关心的问题(戳视频跳转观看)。有网友提问:“造车造手机,还做大芯片,你忙得过来吗?”雷军回应称:这些事情不是我一个人干的,我们每个业务都有非常优秀专业的团队,而且手机、汽车芯片是相互关联的。这些业务可以相互协同相互促进。还有网友提问道“对标苹果保时捷特斯拉,不管做什么,非得要对标吗?”对此,雷军表示:这几家公司都是各个领域的世界第一,敢于对标世界第一就是一种勇气。只有对标第一,学习第一,才能最终赶超第一。至于为何坚持办演讲,雷军坦言,虽然演讲不是自己的长项,但希望有一个机会能和大家深入沟通,介绍一下小米是一家什么样的公司,小米正在做什么事情,让大家能够了解小米。“只要大家愿意听,自己就会一直讲下去。”","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"TSLA":0.9,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482058130063928,"gmtCreate":1758718539910,"gmtModify":1758718542510,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"加减一点东西就算新车了,特斯拉可真太有创造力了。","listText":"加减一点东西就算新车了,特斯拉可真太有创造力了。","text":"加减一点东西就算新车了,特斯拉可真太有创造力了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482058130063928","repostId":"2569703006","repostType":2,"repost":{"id":"2569703006","kind":"news","pubTimestamp":1758712142,"share":"https://www.laohu8.com/m/news/2569703006?lang=&edition=full","pubTime":"2025-09-24 19:09","market":"us","language":"zh","title":"代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569703006","media":"快科技","summary":"快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。不过,目前特斯拉官方尚未确认车型细节。","content":"<html><body><article><p>快科技9月24日消息,<strong>有国外汽车博主近日在X平台发布推文,称在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>车载固件中首次发现代号为“E41”的低价版Model Y信息。</strong>这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191526341d152gdm6vpjni8u\"/><p>为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。</p><p>比如外观设计上,特斯拉标志性的全玻璃车顶被更具<span>成本优势</span>的金属车顶取代,贯穿式灯带随独立前后保险杠的采用而消失,电动折叠后视镜与迎宾投射灯等便捷功能也一并移除,这些改动既降低了材料成本,也简化了生产流程。</p><p>内饰则彻底转向实用主义导向:标准版的纯素皮革座椅替换为织物材质,座椅调节仅保留单轴控制,通风/加热功能及加热方向盘均被取消。</p><p>氛围灯与后排触控屏的缺席进一步压缩成本,空调出风口改为手动调节模式,音响系统从16扬声器缩减至11个,中央扶手改为双件结构,就连衣帽钩这类小部件也未被保留。</p><p>机械配置方面,E41将提供后驱与四驱两种版本,搭载被描述为“特殊电机配置”的动力系统,行业推测应为特斯拉全新研发的低成本电机。悬挂系统取消了可调功能,标配18英寸基础款轮毂。</p><p>除此之外,牵引挂钩、水坑灯、金属反光玻璃、声学玻璃、<a href=\"https://laohu8.com/S/301365\">矩阵</a>大灯及前后灯条等配置均在削减清单中,而保险杠摄像头功能因对驾驶安全至关重要得以保留。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191529676d152yr95jgbrgxa\"/><p>总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。</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>代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”</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代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 19:09 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。比如外观设计上,特斯拉标志性的全玻璃车顶被更具成本优势的金属车顶取代,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSYW.SI":"TESLA 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SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4612":"AI芯片","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569703006","content_text":"快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。比如外观设计上,特斯拉标志性的全玻璃车顶被更具成本优势的金属车顶取代,贯穿式灯带随独立前后保险杠的采用而消失,电动折叠后视镜与迎宾投射灯等便捷功能也一并移除,这些改动既降低了材料成本,也简化了生产流程。内饰则彻底转向实用主义导向:标准版的纯素皮革座椅替换为织物材质,座椅调节仅保留单轴控制,通风/加热功能及加热方向盘均被取消。氛围灯与后排触控屏的缺席进一步压缩成本,空调出风口改为手动调节模式,音响系统从16扬声器缩减至11个,中央扶手改为双件结构,就连衣帽钩这类小部件也未被保留。机械配置方面,E41将提供后驱与四驱两种版本,搭载被描述为“特殊电机配置”的动力系统,行业推测应为特斯拉全新研发的低成本电机。悬挂系统取消了可调功能,标配18英寸基础款轮毂。除此之外,牵引挂钩、水坑灯、金属反光玻璃、声学玻璃、矩阵大灯及前后灯条等配置均在削减清单中,而保险杠摄像头功能因对驾驶安全至关重要得以保留。总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482026822165296,"gmtCreate":1758711222554,"gmtModify":1758711224928,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"这个价位了这种成长性极差的公司还叫别人买,488被套的吧。","listText":"这个价位了这种成长性极差的公司还叫别人买,488被套的吧。","text":"这个价位了这种成长性极差的公司还叫别人买,488被套的吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482026822165296","repostId":"2569772943","repostType":2,"repost":{"id":"2569772943","kind":"news","pubTimestamp":1758706658,"share":"https://www.laohu8.com/m/news/2569772943?lang=&edition=full","pubTime":"2025-09-24 17:37","market":"fut","language":"zh","title":"大摩:视觉数据决定AI未来,特斯拉(TSLA.US)站上“光子竞赛”前沿","url":"https://stock-news.laohu8.com/highlight/detail?id=2569772943","media":"智通财经","summary":"智通财经APP获悉,摩根士丹利在最新研报指出,随着多家企业将资源和注意力转向物理/具身AI与机器人技术,一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下,该行给予特斯拉“增持”评级,目标价410美元。大摩指出,视觉数据已成为AI训练中最稀缺、最具战略价值的资源。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略,从车辆、眼镜到房地产,无一不在争夺这场“光子竞赛”的领先地位。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新研报指出,随着多家企业将资源和注意力转向物理/具身AI与机器人技术,一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下,该行给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“增持”评级,目标价410美元。</p><p>特斯拉、<a href=\"https://laohu8.com/S/META\">Meta</a>和Figure AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调:“你可以拥有世界上所有的计算资源,但若没有视觉数据,就无法训练视觉-语言-行动模型(VLA)。”大摩指出,视觉数据已成为AI训练中最稀缺、最具战略价值的资源。</p><p>大摩通过一个生动的比喻阐明视觉数据的价值:一条600磅的蓝鳍金枪鱼在远离海岸的地方游弋,若没有渔船和渔具,其价值为零;但若具备捕捞能力,其价值可能高达310万美元。同理,世界的视觉数据若无法被捕获和处理,其价值也为零;但若能大规模收集并处理<a href=\"https://laohu8.com/S/603138\">海量数据</a>,则其价值将不可估量。</p><p><strong>特斯拉:转向“纯视觉”训练</strong></p><p>2025年5月,特斯拉前Optimus负责人发布了一系列视频,展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄,但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。</p><p>“特斯拉据称将转向‘纯视觉’方法预训练Optimus,不再使用穿戴动作捕捉服与VR的遥操作员,改为录制工人执行任务的视频作为训练数据。”</p><p>这一转变标志着特斯拉在训练范式上的重大调整,凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。</p><p>该行预计,未来视觉数据将不仅用于训练模型,更将用于构建“机器人训练健身房”(模拟环境),从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间<a href=\"https://laohu8.com/S/00941\">中移动</a>,也在“玩电子游戏”,向模拟世界输送数据以训练最新FSD模型;Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。</p><p>大摩强调,视觉数据是训练下一代AI模型的核心资源,其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略,从车辆、眼镜到房地产,无一不在争夺这场“光子竞赛”的领先地位。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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大摩:视觉数据决定AI未来,特斯拉(TSLA.US)站上“光子竞赛”前沿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 17:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1348932.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根士丹利在最新研报指出,随着多家企业将资源和注意力转向物理/具身AI与机器人技术,一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下,该行给予特斯拉“增持”评级,目标价410美元。特斯拉、Meta和Figure AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调:“你可以拥有世界上所有的计算资源,但若没有视觉数据,就无法训练视觉-语言-行动模型(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","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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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1348932.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569772943","content_text":"智通财经APP获悉,摩根士丹利在最新研报指出,随着多家企业将资源和注意力转向物理/具身AI与机器人技术,一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下,该行给予特斯拉“增持”评级,目标价410美元。特斯拉、Meta和Figure AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调:“你可以拥有世界上所有的计算资源,但若没有视觉数据,就无法训练视觉-语言-行动模型(VLA)。”大摩指出,视觉数据已成为AI训练中最稀缺、最具战略价值的资源。大摩通过一个生动的比喻阐明视觉数据的价值:一条600磅的蓝鳍金枪鱼在远离海岸的地方游弋,若没有渔船和渔具,其价值为零;但若具备捕捞能力,其价值可能高达310万美元。同理,世界的视觉数据若无法被捕获和处理,其价值也为零;但若能大规模收集并处理海量数据,则其价值将不可估量。特斯拉:转向“纯视觉”训练2025年5月,特斯拉前Optimus负责人发布了一系列视频,展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄,但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。“特斯拉据称将转向‘纯视觉’方法预训练Optimus,不再使用穿戴动作捕捉服与VR的遥操作员,改为录制工人执行任务的视频作为训练数据。”这一转变标志着特斯拉在训练范式上的重大调整,凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。该行预计,未来视觉数据将不仅用于训练模型,更将用于构建“机器人训练健身房”(模拟环境),从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间中移动,也在“玩电子游戏”,向模拟世界输送数据以训练最新FSD模型;Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。大摩强调,视觉数据是训练下一代AI模型的核心资源,其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略,从车辆、眼镜到房地产,无一不在争夺这场“光子竞赛”的领先地位。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481947849626040,"gmtCreate":1758687013836,"gmtModify":1758687019708,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"这种回光返照也上调股价,不过车企还是得靠卖车来救","listText":"这种回光返照也上调股价,不过车企还是得靠卖车来救","text":"这种回光返照也上调股价,不过车企还是得靠卖车来救","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481947849626040","repostId":"2569721403","repostType":2,"repost":{"id":"2569721403","kind":"highlight","pubTimestamp":1758685563,"share":"https://www.laohu8.com/m/news/2569721403?lang=&edition=full","pubTime":"2025-09-24 11:46","market":"sh","language":"zh","title":"瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2569721403","media":"金融界","summary":"10月初,特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是,瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期,从43.1万辆调整至47.5万辆,增加了近10%。更有甚至,瑞银乐观地认为,今年Q3特斯拉还有可能超出其预期,创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度,交付量超过49.5万辆。瑞银报告称,截至目前,特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。","content":"<html><body><div>\n<p>市场普遍预期,美国税收抵免在9月底到期将刺激消费者加大购买力度,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的电动汽车制造商将在本季度迎来交付高峰。</p><p>10月初,特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是,瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期,从43.1万辆调整至47.5万辆,增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。</p><p>瑞银指出,随着特斯拉大力推广其新车型Model Y的升级版,以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策,该公司在美国的交付量应该会非常强劲。</p><p>更有甚至,瑞银乐观地认为,今年Q3特斯拉还有可能超出其预期,创下特斯拉单季度交付量的历史最高水平。</p><p>此前特斯拉的单季度最佳交付数据发生在2024年第四季度,交付量超过49.5万辆。业内本来认为,除非出现异常的情况,否则特斯拉很难在今年Q3打破这一纪录。</p><p>多地出现销量反弹信号</p><p>特斯拉的销售近期出现好转趋势,不仅仅在美国,欧洲市场也有一定反弹。瑞银报告称,截至目前,特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。</p><p>与此同时,过去12周特斯拉在中国的交付量环比增长了约33%,但仍较2024年的第三季度下降了约8%。此外,土耳其和韩国的交付量也实现了强劲增长。</p><p>分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆,环比增长16%,同比下降4%。但除瑞银外,华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出,时间上有点滞后,因此仍有进一步更新的可能性。</p><p>值得关注的是,虽然瑞银认为特斯拉的Q3表现十分亮眼,但该机构仍维持特斯拉的卖出评级,并将目标股价设定在215美元,较目前的425美元存在近50%的下行空间。</p><p>当然,华尔街也有分析师对特斯拉十分看好。</p><p>Baird分析师Ben Kallo指出,特斯拉的汽车销量可能在2025年再次下降,短期将持续波动。但随着特斯拉越来越被视为<span>人工智能</span>领域的领导者,其股价表现可能会优于大盘。</p>\n<div>\n<div>\r\n 责任编辑:栎树\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平</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瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:46 北京时间 <a href=https://usstock.jrj.com.cn/2025/09/24114653333570.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期,美国税收抵免在9月底到期将刺激消费者加大购买力度,特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初,特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是,瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期,从43.1万辆调整至47.5万辆,增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出,随着特斯拉大力推广其新车型Model Y的升级版,...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4550":"红杉资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4604":"机器人概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4581":"高盛持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4527":"明星科技股","BK4543":"AI","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)"},"source_url":"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569721403","content_text":"市场普遍预期,美国税收抵免在9月底到期将刺激消费者加大购买力度,特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初,特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是,瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期,从43.1万辆调整至47.5万辆,增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出,随着特斯拉大力推广其新车型Model Y的升级版,以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策,该公司在美国的交付量应该会非常强劲。更有甚至,瑞银乐观地认为,今年Q3特斯拉还有可能超出其预期,创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度,交付量超过49.5万辆。业内本来认为,除非出现异常的情况,否则特斯拉很难在今年Q3打破这一纪录。多地出现销量反弹信号特斯拉的销售近期出现好转趋势,不仅仅在美国,欧洲市场也有一定反弹。瑞银报告称,截至目前,特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。与此同时,过去12周特斯拉在中国的交付量环比增长了约33%,但仍较2024年的第三季度下降了约8%。此外,土耳其和韩国的交付量也实现了强劲增长。分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆,环比增长16%,同比下降4%。但除瑞银外,华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出,时间上有点滞后,因此仍有进一步更新的可能性。值得关注的是,虽然瑞银认为特斯拉的Q3表现十分亮眼,但该机构仍维持特斯拉的卖出评级,并将目标股价设定在215美元,较目前的425美元存在近50%的下行空间。当然,华尔街也有分析师对特斯拉十分看好。Baird分析师Ben Kallo指出,特斯拉的汽车销量可能在2025年再次下降,短期将持续波动。但随着特斯拉越来越被视为人工智能领域的领导者,其股价表现可能会优于大盘。\n\n\r\n 责任编辑:栎树","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481915165274976,"gmtCreate":1758678951227,"gmtModify":1758678953477,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"[弱] 教主的承诺不过是为了眼下的利益罢了","listText":"[弱] 教主的承诺不过是为了眼下的利益罢了","text":"[弱] 教主的承诺不过是为了眼下的利益罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481915165274976","repostId":"2569409762","repostType":2,"repost":{"id":"2569409762","kind":"news","pubTimestamp":1758611295,"share":"https://www.laohu8.com/m/news/2569409762?lang=&edition=full","pubTime":"2025-09-23 15:08","market":"us","language":"zh","title":"FSD承诺未兑现,中国车主集体起诉特斯拉!","url":"https://stock-news.laohu8.com/highlight/detail?id=2569409762","media":"鞭牛士","summary":"如今,中国的特斯拉车主也选择通过法律途径,要求特斯拉解决问题。目前,七名购买了FSD软件包的特斯拉车主已向北京市大兴区人民法院提起诉讼,以销售合同纠纷为由,将特斯拉汽车销售服务(北京)有限公司告上法庭。车主们主张特斯拉未能兑现承诺,要求退款并支付相当于购买价款三倍的赔偿金。这意味着,根据购买时间的不同,特斯拉可能需要对每位购买FSD的车主赔偿高达25.6万元。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O2vz1mPKThaWKCcdfHQ4QFiA4by28FD6q1PBkLET55SA0AA/0\"/><p>据electrek报道,因<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未能兑现其为配备旧款HW3.0计算机(2019年至2023年生产)的车辆提供完全自动驾驶能力的承诺,中国车主正对其提起诉讼。</p><p>特斯拉曾声称,自2016年以来生产的所有车辆均具备实现“完全自动驾驶”(FSD)的硬件。该公司一直销售FSD软件包,并宣称将实现无人监督的L4-L5级自动驾驶能力,但并未兑现。</p><p>对于截至2024年前生产的、配备HW3.0计算机的车辆,特斯拉已承认该硬件将无法支持其承诺的无人监督自动驾驶功能。</p><p>首席执行官埃隆·马斯克曾表示特斯拉将提供硬件升级服务,但车主们对此深感怀疑,考虑到升级的规模、复杂性以及马斯克早在今年1月就已承认硬件无法满足承诺,而此后特斯拉却从未公布任何解决问题的计划。</p><p>这已在美国引发了集体诉讼。</p><p>如今,中国的特斯拉车主也选择通过法律途径,要求特斯拉解决问题。</p><p>今年早些时候,特斯拉曾在中国推出FSD软件,但推广进程却不尽如人意。软件上线后不久,因工信部提出新的监管要求,特斯拉不得不暂停FSD在中国的推广。</p><p>此外,由于监管部门认定“FSD”软件名称存在误导性,特斯拉还被迫对该软件包进行更名。</p><p>同时,由于FSD系统出错,使用该功能的车主累积了数万美元的罚款。</p><p>最终,只有配备HW4.0计算机(2024年及以后)的特斯拉车主收到了FSD软件。而早期付费购买FSD的车主仅获得了有限的功能,他们对此感到不满也在意料之中。</p><p>FSD软件包的价格在2023年达到1.5万美元的峰值后,目前已降至8000美元。</p><p>据估计,特斯拉在中国有超过100万辆配备HW3.0计算机的车辆。</p><p>目前,七名购买了FSD软件包的特斯拉车主已向北京市大兴区人民法院提起诉讼,以销售合同纠纷为由,将特斯拉汽车销售服务(北京)有限公司告上法庭。</p><p>车主们主张特斯拉未能兑现承诺,要求退款并支付相当于购买价款三倍的赔偿金。</p><p>这意味着,根据购买时间的不同,特斯拉可能需要对每位购买FSD的车主赔偿高达25.6万元。(转载自:电车界)</p><p>更多电动车资讯请点击:http://www.evjee.cn/</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>FSD承诺未兑现,中国车主集体起诉特斯拉!</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFSD承诺未兑现,中国车主集体起诉特斯拉!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 15:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923151233a731005b&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据electrek报道,因特斯拉未能兑现其为配备旧款HW3.0计算机(2019年至2023年生产)的车辆提供完全自动驾驶能力的承诺,中国车主正对其提起诉讼。特斯拉曾声称,自2016年以来生产的所有车辆均具备实现“完全自动驾驶”(FSD)的硬件。该公司一直销售FSD软件包,并宣称将实现无人监督的L4-L5级自动驾驶能力,但并未兑现。对于截至2024年前生产的、配备HW3.0计算机的车辆,特斯拉已承认...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923151233a731005b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"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","TSLA":"特斯拉","BK4555":"新能源车","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923151233a731005b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569409762","content_text":"据electrek报道,因特斯拉未能兑现其为配备旧款HW3.0计算机(2019年至2023年生产)的车辆提供完全自动驾驶能力的承诺,中国车主正对其提起诉讼。特斯拉曾声称,自2016年以来生产的所有车辆均具备实现“完全自动驾驶”(FSD)的硬件。该公司一直销售FSD软件包,并宣称将实现无人监督的L4-L5级自动驾驶能力,但并未兑现。对于截至2024年前生产的、配备HW3.0计算机的车辆,特斯拉已承认该硬件将无法支持其承诺的无人监督自动驾驶功能。首席执行官埃隆·马斯克曾表示特斯拉将提供硬件升级服务,但车主们对此深感怀疑,考虑到升级的规模、复杂性以及马斯克早在今年1月就已承认硬件无法满足承诺,而此后特斯拉却从未公布任何解决问题的计划。这已在美国引发了集体诉讼。如今,中国的特斯拉车主也选择通过法律途径,要求特斯拉解决问题。今年早些时候,特斯拉曾在中国推出FSD软件,但推广进程却不尽如人意。软件上线后不久,因工信部提出新的监管要求,特斯拉不得不暂停FSD在中国的推广。此外,由于监管部门认定“FSD”软件名称存在误导性,特斯拉还被迫对该软件包进行更名。同时,由于FSD系统出错,使用该功能的车主累积了数万美元的罚款。最终,只有配备HW4.0计算机(2024年及以后)的特斯拉车主收到了FSD软件。而早期付费购买FSD的车主仅获得了有限的功能,他们对此感到不满也在意料之中。FSD软件包的价格在2023年达到1.5万美元的峰值后,目前已降至8000美元。据估计,特斯拉在中国有超过100万辆配备HW3.0计算机的车辆。目前,七名购买了FSD软件包的特斯拉车主已向北京市大兴区人民法院提起诉讼,以销售合同纠纷为由,将特斯拉汽车销售服务(北京)有限公司告上法庭。车主们主张特斯拉未能兑现承诺,要求退款并支付相当于购买价款三倍的赔偿金。这意味着,根据购买时间的不同,特斯拉可能需要对每位购买FSD的车主赔偿高达25.6万元。(转载自:电车界)更多电动车资讯请点击:http://www.evjee.cn/","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481913217737152,"gmtCreate":1758678855236,"gmtModify":1758678857514,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"逃离邪教正确的[强] ","listText":"逃离邪教正确的[强] ","text":"逃离邪教正确的[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481913217737152","repostId":"2569576003","repostType":2,"repost":{"id":"2569576003","kind":"news","pubTimestamp":1758614910,"share":"https://www.laohu8.com/m/news/2569576003?lang=&edition=full","pubTime":"2025-09-23 16:08","market":"us","language":"zh","title":"特斯拉机器人项目雪上加霜!AI团队负责人离职加入Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=2569576003","media":"元力社","summary":"据多家外媒消息,特斯拉Optimus(擎天柱)人形机器人项目AI团队负责人阿希什·库马尔已正式从特斯拉离职,近期将入职Meta担任研究科学家。当地时间9月19日,Ashish Kumar在个人社交平台发长文,回顾其在特斯拉的职业生涯,还分享了人形机器人技术发展的关键见解。在特斯拉工作期间,他主导Optimus AI团队核心技术研发,团队专注于借助人工智能技术突破人形机器人实用化瓶颈。目前,特斯拉官方未对此事作出回应。","content":"<html><body><article><p>据多家外媒消息,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus(擎天柱)人形机器人项目AI团队负责人阿希什·库马尔(Ashish Kumar)已正式从特斯拉离职,近期将入职Meta(原<a href=\"https://laohu8.com/S/META\">Facebook</a>)担任研究科学家。</p><img src=\"https://inews.gtimg.com/om_bt/O1799mQ11o-_Y7DM0u-ppK-9PUzggpd_2axjGnZcMa-3UAA/0\"/><p>当地时间9月19日,Ashish Kumar在个人社交平台发长文,回顾其在特斯拉的职业生涯,还分享了人形机器人技术发展的关键见解。在特斯拉工作期间,他主导Optimus AI团队核心技术研发,团队专注于借助人工智能技术突破人形机器人实用化瓶颈。他在文中特别指出,团队“全力推进可扩展方法,用强化学习替代传统技术栈,并通过视频学习提升机器人灵巧度”。</p><img src=\"https://inews.gtimg.com/om_bt/O08oI6Jpf-xn3K83d2FmEkyvhzunLac742t1rI2NjK7LgAA/0\"/><p>强化学习是人工智能前沿技术,能让机器人通过试错自主优化行为策略,无需依赖预设程序。Ashish Kumar团队此前展示的Optimus原型机已能完成分拣电池、搬运物品等基础任务,其流畅的动作控制成为强化学习技术落地的标杆案例。此外,团队运用视频学习技术,让机器人能从人类操作视频中提取动作模式,大幅缩短技能训练周期。</p><p>目前,特斯拉官方未对此事作出回应。不过供应链消息称,Optimus量产计划仍按2025年目标推进,团队正集中攻克手指触觉传感、动态平衡控制等难题。</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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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特斯拉机器人项目雪上加霜!AI团队负责人离职加入Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 16:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923161124a43e35b8&s=b><strong>元力社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据多家外媒消息,特斯拉Optimus(擎天柱)人形机器人项目AI团队负责人阿希什·库马尔(Ashish Kumar)已正式从特斯拉离职,近期将入职Meta(原Facebook)担任研究科学家。当地时间9月19日,Ashish Kumar在个人社交平台发长文,回顾其在特斯拉的职业生涯,还分享了人形机器人技术发展的关键见解。在特斯拉工作期间,他主导Optimus AI团队核心技术研发,团队专注于借助...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923161124a43e35b8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0077335932.USD":"FIDELITY AMERICAN 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Kumar团队此前展示的Optimus原型机已能完成分拣电池、搬运物品等基础任务,其流畅的动作控制成为强化学习技术落地的标杆案例。此外,团队运用视频学习技术,让机器人能从人类操作视频中提取动作模式,大幅缩短技能训练周期。目前,特斯拉官方未对此事作出回应。不过供应链消息称,Optimus量产计划仍按2025年目标推进,团队正集中攻克手指触觉传感、动态平衡控制等难题。","news_type":1,"symbols_score_info":{"FB":1.5,"META":0.9,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481888823960440,"gmtCreate":1758672752603,"gmtModify":1758672754983,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"宗教教主在和教徒们说怕自己影响力不够[开心] ","listText":"宗教教主在和教徒们说怕自己影响力不够[开心] ","text":"宗教教主在和教徒们说怕自己影响力不够[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481888823960440","repostId":"2569974283","repostType":2,"repost":{"id":"2569974283","kind":"news","pubTimestamp":1758670500,"share":"https://www.laohu8.com/m/news/2569974283?lang=&edition=full","pubTime":"2025-09-24 07:35","market":"fut","language":"zh","title":"马斯克呼吁股东投票,以确保其对特斯拉有足够影响力","url":"https://stock-news.laohu8.com/highlight/detail?id=2569974283","media":"环球市场播报","summary":"一位特斯拉投资者在X上发帖,呼吁股东们投票支持马斯克的1万亿美元薪酬方案。 特斯拉将于当地时间11月6日召开年度股东大会,此前特斯拉在X上的官方账号发文称,该公司正处于“关键转折点”。","content":"<html><body><div>\n<p> 一位<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>投资者在X上发帖,呼吁股东们投票支持马斯克的1万亿美元薪酬方案。</p>\n<p> 马斯克回应称:“这不是‘薪酬’的问题,而是我对特斯拉有足够的影响力,以确保我们生产数百万个机器人时的安全。如果我在未来被激进的股东咨询公司赶出去,而这些公司自己甚至不持有特斯拉的股票,我对这样的未来感到不舒服。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/490/w550h740/20250924/432c-8ceac0bbbb32c7699427d3037315319c.jpg\"/><span></span></div>\n<p> 特斯拉将于当地时间11月6日召开年度股东大会,此前特斯拉在X上的官方账号发文称,该公司正处于“关键转折点”。股东很快将收到投票指引,呼吁投资者支持董事会针对所有提案给出的建议。该帖子还提及了《特斯拉秘密<a href=\"https://laohu8.com/S/600122\">宏图</a>第四篇章》,其中概述了公司在汽车、能源及人工智能领域的宏伟增长目标。</p>\n<p> 特斯拉在帖子中写道:“特斯拉正处于关键转折点。在2025年11月6日年度会议召开前,我们需要您的投票支持。特斯拉股东作为公司所有者,很快将从券商处收到控制代码及投票指引,以便您参与投票。我们恳请您针对所有提案,均按照董事会的建议进行投票。”</p>\n<p> 马斯克本人则表示:“此次股东投票将决定特斯拉的未来,也可能影响世界的未来。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/84/w550h334/20250924/0d30-e1c3005e36688d130d54c4fd07c7050b.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\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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马斯克呼吁股东投票,以确保其对特斯拉有足够影响力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 07:35 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-09-24/doc-infrpwtw8470395.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一位特斯拉投资者在X上发帖,呼吁股东们投票支持马斯克的1万亿美元薪酬方案。\n 马斯克回应称:“这不是‘薪酬’的问题,而是我对特斯拉有足够的影响力,以确保我们生产数百万个机器人时的安全。如果我在未来被激进的股东咨询公司赶出去,而这些公司自己甚至不持有特斯拉的股票,我对这样的未来感到不舒服。”\n\n 特斯拉将于当地时间11月6日召开年度股东大会,此前特斯拉在X上的官方账号发文称,该公司正处于“关键...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-24/doc-infrpwtw8470395.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4574":"无人驾驶","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4511":"特斯拉概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","UFO":"Procure Space ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLA":"特斯拉","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4592":"伊斯兰概念","BK4612":"AI芯片","BK4598":"佩洛西持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","DXYZ":"Destiny Tech100 Inc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-24/doc-infrpwtw8470395.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2569974283","content_text":"一位特斯拉投资者在X上发帖,呼吁股东们投票支持马斯克的1万亿美元薪酬方案。\n 马斯克回应称:“这不是‘薪酬’的问题,而是我对特斯拉有足够的影响力,以确保我们生产数百万个机器人时的安全。如果我在未来被激进的股东咨询公司赶出去,而这些公司自己甚至不持有特斯拉的股票,我对这样的未来感到不舒服。”\n\n 特斯拉将于当地时间11月6日召开年度股东大会,此前特斯拉在X上的官方账号发文称,该公司正处于“关键转折点”。股东很快将收到投票指引,呼吁投资者支持董事会针对所有提案给出的建议。该帖子还提及了《特斯拉秘密宏图第四篇章》,其中概述了公司在汽车、能源及人工智能领域的宏伟增长目标。\n 特斯拉在帖子中写道:“特斯拉正处于关键转折点。在2025年11月6日年度会议召开前,我们需要您的投票支持。特斯拉股东作为公司所有者,很快将从券商处收到控制代码及投票指引,以便您参与投票。我们恳请您针对所有提案,均按照董事会的建议进行投票。”\n 马斯克本人则表示:“此次股东投票将决定特斯拉的未来,也可能影响世界的未来。”\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":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481629471830280,"gmtCreate":1758609182875,"gmtModify":1758609185160,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"补贴结束前特能吹最后的疯狂","listText":"补贴结束前特能吹最后的疯狂","text":"补贴结束前特能吹最后的疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481629471830280","repostId":"1198794979","repostType":2,"repost":{"id":"1198794979","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":1758607500,"share":"https://www.laohu8.com/m/news/1198794979?lang=&edition=full","pubTime":"2025-09-23 14:05","market":"hk","language":"zh","title":"期权大单 | 英伟达千亿投资助力OpenAI!期权成交量增长70%,相关看涨期权涨幅翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1198794979","media":"老虎资讯综合","summary":"消息方面:当地时间9月22日,英伟达与OpenAI宣布达成战略合作,包括建设至少10吉瓦规模的AI数据中心,以及英伟达对OpenAI最高1000亿美元的投资。此外,多张9月26日到期行权价175-190美元的看涨期权最低涨幅翻倍。9月26日到期的255美元看涨期权交易量较高,共有174,603份合约交易。","content":"<html><head></head><body><h4 id=\"id_3258587401\">一、市场概览 (9月22日)</h4><p>昨日(9月22日),美股市场低开高走,三大股指盘中均创历史新高,并收于纪录高位。截至收盘,道琼斯指数涨0.14%,报46381.54点;标普500指数涨0.44%,报6693.75点;纳斯达克指数涨0.70%,报22788.98点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d9c4c74b8724feff4394b4965e83828\" tg-width=\"553\" tg-height=\"160\"/></p><p>期权市场总成交量64,182,366张合约,总成交量较上个交易日有所下降但仍高于90日平均,其中看涨期权占比为64%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c70d11a3684e082b0bd94fc59b7dca0\" tg-width=\"554\" tg-height=\"123\"/></p><h4 id=\"id_2650335406\">二、期权成交总量TOP10</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/363f9c1a6ae310026a12dd39860216ec\" tg-width=\"489\" tg-height=\"930\"/></p><p>昨日,英伟达涨近4<strong>%,期权合约成交量较上个交易日增长70%达445.32万张。</strong>9月26日到期的185美元<strong>看涨期权</strong>交易量较高,共有413,583份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31715159f52a55ca3adc1d2e77510a6\" tg-width=\"554\" tg-height=\"128\"/></p><p>消息方面:当地时间9月22日,英伟达与OpenAI宣布达成战略合作,包括建设至少10吉瓦规模的AI数据中心,以及英伟达对OpenAI最高1000亿美元的投资。根据协议,OpenAI将向英伟达现金采购芯片,数据中心首阶段计划于2026年下半年启用;作为交换,英伟达将通过投资获得OpenAI的非控股股份。美国银行分析指出,此项合作可能为英伟达带来3000亿至5000亿美元的远期营收,并巩固其作为OpenAI首选计算合作伙伴的地位,同时可能加剧对博通、AMD等竞争对手的压力。</p><p>此外,多张9月26日到期行权价175-190美元的看涨期权最低涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/231d300773fc0a67265d0f48d44945cf\" tg-width=\"554\" tg-height=\"407\"/></p><p>苹果涨超4<strong>%,期权合约成交248.42万张</strong>。9月26日到期的255美元<strong>看涨期权</strong>交易量较高,共有174,603份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c1b15a29fc0987945adce3716987a7\" tg-width=\"554\" tg-height=\"127\"/></p><p>特斯拉涨近2<strong>%,期权合约成交221.46万张</strong>。其中9月26日到期的450美元<strong>看涨期权</strong>交易量较高,共有126,090份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b3957c97f977ca7ea2c7b82bfe7226\" tg-width=\"553\" tg-height=\"128\"/></p><h4 id=\"id_1767713158\">三、异动观察</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ac56fcc9ca7dfb29bd3875932e0fd4\" tg-width=\"553\" tg-height=\"146\"/></p><p>昨日,理想跌超6<strong>%,期权合约成交较90日平均上涨2.5倍达511,919张</strong>。其中10月17日到期的7美元<strong>看跌期权</strong>交易量较高,共有83,522份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d5ab9248f7de7a8ed16d852909d7d6\" tg-width=\"553\" tg-height=\"128\"/></p><p></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>期权大单 | 英伟达千亿投资助力OpenAI!期权成交量增长70%,相关看涨期权涨幅翻倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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期权大单 | 英伟达千亿投资助力OpenAI!期权成交量增长70%,相关看涨期权涨幅翻倍\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\">2025-09-23 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_3258587401\">一、市场概览 (9月22日)</h4><p>昨日(9月22日),美股市场低开高走,三大股指盘中均创历史新高,并收于纪录高位。截至收盘,道琼斯指数涨0.14%,报46381.54点;标普500指数涨0.44%,报6693.75点;纳斯达克指数涨0.70%,报22788.98点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d9c4c74b8724feff4394b4965e83828\" tg-width=\"553\" tg-height=\"160\"/></p><p>期权市场总成交量64,182,366张合约,总成交量较上个交易日有所下降但仍高于90日平均,其中看涨期权占比为64%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c70d11a3684e082b0bd94fc59b7dca0\" tg-width=\"554\" tg-height=\"123\"/></p><h4 id=\"id_2650335406\">二、期权成交总量TOP10</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/363f9c1a6ae310026a12dd39860216ec\" tg-width=\"489\" tg-height=\"930\"/></p><p>昨日,英伟达涨近4<strong>%,期权合约成交量较上个交易日增长70%达445.32万张。</strong>9月26日到期的185美元<strong>看涨期权</strong>交易量较高,共有413,583份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31715159f52a55ca3adc1d2e77510a6\" tg-width=\"554\" tg-height=\"128\"/></p><p>消息方面:当地时间9月22日,英伟达与OpenAI宣布达成战略合作,包括建设至少10吉瓦规模的AI数据中心,以及英伟达对OpenAI最高1000亿美元的投资。根据协议,OpenAI将向英伟达现金采购芯片,数据中心首阶段计划于2026年下半年启用;作为交换,英伟达将通过投资获得OpenAI的非控股股份。美国银行分析指出,此项合作可能为英伟达带来3000亿至5000亿美元的远期营收,并巩固其作为OpenAI首选计算合作伙伴的地位,同时可能加剧对博通、AMD等竞争对手的压力。</p><p>此外,多张9月26日到期行权价175-190美元的看涨期权最低涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/231d300773fc0a67265d0f48d44945cf\" tg-width=\"554\" tg-height=\"407\"/></p><p>苹果涨超4<strong>%,期权合约成交248.42万张</strong>。9月26日到期的255美元<strong>看涨期权</strong>交易量较高,共有174,603份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c1b15a29fc0987945adce3716987a7\" tg-width=\"554\" tg-height=\"127\"/></p><p>特斯拉涨近2<strong>%,期权合约成交221.46万张</strong>。其中9月26日到期的450美元<strong>看涨期权</strong>交易量较高,共有126,090份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b3957c97f977ca7ea2c7b82bfe7226\" tg-width=\"553\" tg-height=\"128\"/></p><h4 id=\"id_1767713158\">三、异动观察</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ac56fcc9ca7dfb29bd3875932e0fd4\" tg-width=\"553\" tg-height=\"146\"/></p><p>昨日,理想跌超6<strong>%,期权合约成交较90日平均上涨2.5倍达511,919张</strong>。其中10月17日到期的7美元<strong>看跌期权</strong>交易量较高,共有83,522份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d5ab9248f7de7a8ed16d852909d7d6\" tg-width=\"553\" tg-height=\"128\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198794979","content_text":"一、市场概览 (9月22日)昨日(9月22日),美股市场低开高走,三大股指盘中均创历史新高,并收于纪录高位。截至收盘,道琼斯指数涨0.14%,报46381.54点;标普500指数涨0.44%,报6693.75点;纳斯达克指数涨0.70%,报22788.98点。期权市场总成交量64,182,366张合约,总成交量较上个交易日有所下降但仍高于90日平均,其中看涨期权占比为64%。二、期权成交总量TOP10昨日,英伟达涨近4%,期权合约成交量较上个交易日增长70%达445.32万张。9月26日到期的185美元看涨期权交易量较高,共有413,583份合约交易。消息方面:当地时间9月22日,英伟达与OpenAI宣布达成战略合作,包括建设至少10吉瓦规模的AI数据中心,以及英伟达对OpenAI最高1000亿美元的投资。根据协议,OpenAI将向英伟达现金采购芯片,数据中心首阶段计划于2026年下半年启用;作为交换,英伟达将通过投资获得OpenAI的非控股股份。美国银行分析指出,此项合作可能为英伟达带来3000亿至5000亿美元的远期营收,并巩固其作为OpenAI首选计算合作伙伴的地位,同时可能加剧对博通、AMD等竞争对手的压力。此外,多张9月26日到期行权价175-190美元的看涨期权最低涨幅翻倍。苹果涨超4%,期权合约成交248.42万张。9月26日到期的255美元看涨期权交易量较高,共有174,603份合约交易。特斯拉涨近2%,期权合约成交221.46万张。其中9月26日到期的450美元看涨期权交易量较高,共有126,090份合约交易。三、异动观察昨日,理想跌超6%,期权合约成交较90日平均上涨2.5倍达511,919张。其中10月17日到期的7美元看跌期权交易量较高,共有83,522份合约交易。","news_type":1,"symbols_score_info":{"AAPL":1.1,"NIO":1.1,"NVDA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481598242107592,"gmtCreate":1758601951798,"gmtModify":1758605212099,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"宗教还搞形式主义,肯定通过的。","listText":"宗教还搞形式主义,肯定通过的。","text":"宗教还搞形式主义,肯定通过的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481598242107592","repostId":"2569223095","repostType":2,"repost":{"id":"2569223095","kind":"news","pubTimestamp":1758444250,"share":"https://www.laohu8.com/m/news/2569223095?lang=&edition=full","pubTime":"2025-09-21 16:44","market":"us","language":"zh","title":"马斯克:特斯拉股东投票结果可能“影响世界的未来”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569223095","media":"IT之家","summary":"IT之家 9 月 21 日消息,埃隆马斯克正敦促特斯拉股东参与公司即将召开的年度会议,并表示此次投票不仅对这家汽车制造商至关重要,甚至可能对全球产生影响。马斯克在 X 平台上发帖称,强调了将于 2025 年 11 月 6 日召开的年度会议中待投票提案的重要性。关键转折点特斯拉通过官方账号发文称,在筹备年度会议之际,公司正处于“关键转折点”。股东很快将收到投票指引,公司同时呼吁投资者支持董事会针对所有提案给出的建议。","content":"<html><body><article><p>IT之家 9 月 21 日消息,埃隆・马斯克正敦促<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东参与公司即将召开的年度会议,并表示此次投票不仅对这家汽车制造商至关重要,甚至可能对全球产生影响。“此次股东投票将决定特斯拉的未来,也可能影响世界的未来。”马斯克在 X 平台上发帖称,强调了将于 2025 年 11 月 6 日召开的年度会议中待投票提案的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250921164439363d206ofvqx0zp3v1\"/><p><strong>关键转折点</strong></p><p>特斯拉通过官方账号发文称,在筹备年度会议之际,公司正处于“关键转折点”。股东很快将收到投票指引,公司同时呼吁投资者支持董事会针对所有提案给出的建议。该帖子还提及了《特斯拉秘密<a href=\"https://laohu8.com/S/600122\">宏图</a>第四篇章》,其中概述了公司在汽车、能源及人工智能领域的宏伟增长目标。</p><p>特斯拉在帖子中写道:“特斯拉正处于关键转折点。在 2025 年 11 月 6 日年度会议召开前,我们需要您的投票支持。特斯拉股东作为公司所有者,很快将从券商处收到控制代码及投票指引,以便您参与投票。我们恳请您针对所有提案,均按照董事会的建议进行投票。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250921164439836d206w47jqjyjg7n\"/><p>该公司还强调,目前正处于“大规模转型增长浪潮”的前夕。特斯拉指出,对马斯克领导能力的信任是实现这一发展轨迹的核心 —— 作为首席执行官,马斯克有能力带领特斯拉迈入这一雄心勃勃的<a href=\"https://laohu8.com/S/00166\">新时代</a>。</p><p><strong>核心提案</strong></p><p>根据特斯拉官网VoteTesla.com的信息,在公司建议支持的提案中,有两项尤为关键。第一项提案旨在修订并重新制定埃隆・马斯克 2019 年股权激励计划,计划设立近 2.08 亿股的专项储备,以便董事会在围绕马斯克 2018 年首席执行官绩效奖励的持续诉讼中拥有更大操作灵活性。此外,该提案还呼吁额外补充 6000 万股普通股储备,以确保有足够额度用于员工股权激励授予。</p><p>特斯拉方面表示:“股权激励是特斯拉薪酬体系的基石。我们认为,有必要建立一套机制,以兑现我们与埃隆达成的协议,认可其在 2018 年首席执行官绩效奖励框架下为特斯拉股东创造的非凡价值。此外,维持充足的股权激励储备并保持最大操作灵活性,对于特斯拉吸引、留住并激励人才至关重要。”</p><p>据IT之家了解,第二项提案是推出 2025 年首席执行官绩效奖励计划,这是一套与绩效挂钩的薪酬体系,将马斯克的薪酬与达成宏伟的市值目标及运营里程碑紧密绑定。根据该计划,除非特斯拉取得卓越业绩(有望为股东创造超过 7 万亿美元价值,并将公司估值推高至 8.5 万亿美元),否则马斯克将无法获得任何薪酬。此外,特斯拉还呼吁股东投票支持三位董事的连任,分别是艾拉・埃伦普莱斯(Ira Ehrenpreis)、乔・格比亚(Joe Gebbia)及凯瑟琳・威尔逊 - 汤普森(Kathleen Wilson-Thompson)。</p><p>广告声明:文内含有的对外跳转链接(包括不限于超链接、二维码、口令等形式),用于传递更多信息,节省甄选时间,结果仅供参考,IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克:特斯拉股东投票结果可能“影响世界的未来”</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:特斯拉股东投票结果可能“影响世界的未来”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-21 16:44 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092116444097a00d66&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 9 月 21 日消息,埃隆・马斯克正敦促特斯拉股东参与公司即将召开的年度会议,并表示此次投票不仅对这家汽车制造商至关重要,甚至可能对全球产生影响。“此次股东投票将决定特斯拉的未来,也可能影响世界的未来。”马斯克在 X 平台上发帖称,强调了将于 2025 年 11 月 6 日召开的年度会议中待投票提案的重要性。关键转折点特斯拉通过官方账号发文称,在筹备年度会议之际,公司正处于“关键转折点”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092116444097a00d66&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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日消息,埃隆・马斯克正敦促特斯拉股东参与公司即将召开的年度会议,并表示此次投票不仅对这家汽车制造商至关重要,甚至可能对全球产生影响。“此次股东投票将决定特斯拉的未来,也可能影响世界的未来。”马斯克在 X 平台上发帖称,强调了将于 2025 年 11 月 6 日召开的年度会议中待投票提案的重要性。关键转折点特斯拉通过官方账号发文称,在筹备年度会议之际,公司正处于“关键转折点”。股东很快将收到投票指引,公司同时呼吁投资者支持董事会针对所有提案给出的建议。该帖子还提及了《特斯拉秘密宏图第四篇章》,其中概述了公司在汽车、能源及人工智能领域的宏伟增长目标。特斯拉在帖子中写道:“特斯拉正处于关键转折点。在 2025 年 11 月 6 日年度会议召开前,我们需要您的投票支持。特斯拉股东作为公司所有者,很快将从券商处收到控制代码及投票指引,以便您参与投票。我们恳请您针对所有提案,均按照董事会的建议进行投票。”该公司还强调,目前正处于“大规模转型增长浪潮”的前夕。特斯拉指出,对马斯克领导能力的信任是实现这一发展轨迹的核心 —— 作为首席执行官,马斯克有能力带领特斯拉迈入这一雄心勃勃的新时代。核心提案根据特斯拉官网VoteTesla.com的信息,在公司建议支持的提案中,有两项尤为关键。第一项提案旨在修订并重新制定埃隆・马斯克 2019 年股权激励计划,计划设立近 2.08 亿股的专项储备,以便董事会在围绕马斯克 2018 年首席执行官绩效奖励的持续诉讼中拥有更大操作灵活性。此外,该提案还呼吁额外补充 6000 万股普通股储备,以确保有足够额度用于员工股权激励授予。特斯拉方面表示:“股权激励是特斯拉薪酬体系的基石。我们认为,有必要建立一套机制,以兑现我们与埃隆达成的协议,认可其在 2018 年首席执行官绩效奖励框架下为特斯拉股东创造的非凡价值。此外,维持充足的股权激励储备并保持最大操作灵活性,对于特斯拉吸引、留住并激励人才至关重要。”据IT之家了解,第二项提案是推出 2025 年首席执行官绩效奖励计划,这是一套与绩效挂钩的薪酬体系,将马斯克的薪酬与达成宏伟的市值目标及运营里程碑紧密绑定。根据该计划,除非特斯拉取得卓越业绩(有望为股东创造超过 7 万亿美元价值,并将公司估值推高至 8.5 万亿美元),否则马斯克将无法获得任何薪酬。此外,特斯拉还呼吁股东投票支持三位董事的连任,分别是艾拉・埃伦普莱斯(Ira Ehrenpreis)、乔・格比亚(Joe Gebbia)及凯瑟琳・威尔逊 - 汤普森(Kathleen Wilson-Thompson)。广告声明:文内含有的对外跳转链接(包括不限于超链接、二维码、口令等形式),用于传递更多信息,节省甄选时间,结果仅供参考,IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481293455164240,"gmtCreate":1758527071892,"gmtModify":1758527074398,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"特斯拉怎么可能撞,没有遇到障碍物自动开启飞行模式吗?肯定又是别人派来黑特斯拉的[弱] ","listText":"特斯拉怎么可能撞,没有遇到障碍物自动开启飞行模式吗?肯定又是别人派来黑特斯拉的[弱] ","text":"特斯拉怎么可能撞,没有遇到障碍物自动开启飞行模式吗?肯定又是别人派来黑特斯拉的[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481293455164240","repostId":"2569926277","repostType":2,"repost":{"id":"2569926277","kind":"news","pubTimestamp":1758510193,"share":"https://www.laohu8.com/m/news/2569926277?lang=&edition=full","pubTime":"2025-09-22 11:03","market":"us","language":"zh","title":"特斯拉股东亲测FSD,不到100公里就撞车","url":"https://stock-news.laohu8.com/highlight/detail?id=2569926277","media":"鞭牛士","summary":"在后续发布的视频中,这两名特斯拉网红证实,涉事Model Y的横向稳定杆支架断裂,悬挂部件也受到损坏,车辆还持续弹出大量故障提示。此次行程中,他们驾驶搭载FSD v13.9版本系统的车辆,仅完成了计划总里程的约2.5%,就发生了撞车。","content":"<html><body><article><p>据electrek报道,两名兼具<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东与网红身份的人士试图完成埃隆·马斯克2017年许下的跨洲自动驾驶承诺,结果车辆行驶不到60英里(约96公里)便发生事故。</p><p>2016年,马斯克曾放出一则颇具争议的言论:特斯拉将在2017年底前完成从洛杉矶到纽约的横贯美国完全自动驾驶行程。</p><p>当时的设想是,对整个横贯美国的行程进行全程直播或录制无剪辑视频,且全程由车辆自主驾驶。</p><p>如今已是2025年,特斯拉始终未能完成这一行程。</p><p>尽管特斯拉多次未能达成自动驾驶目标,但许多股东仍认为,在奥斯汀推出“Robotaxi”车队、并对消费者车辆搭载的“完全自动驾驶(FSD)”系统完成升级后,特斯拉已接近实现“无需监管的自动驾驶”。</p><p>不过需要说明的是,奥斯汀的Robotaxi车队仍需车内特斯拉员工进行监管,而消费者车辆上的FSD系统目前仍只是L2级驾驶辅助系统,需驾驶员全程保持专注。</p><p>上述两名特斯拉股东兼网络网红,驾驶一辆搭载了最新版FSD软件的特斯拉Model Y,试图完成从加利福尼亚州圣迭戈到佛罗里达州杰克逊维尔的横贯美国行程。</p><p>结果他们尚未驶出加利福尼亚州,就撞上了本可轻松避开的路面杂物,导致这辆Model Y受损严重。</p><img src=\"https://inews.gtimg.com/om_bt/O3ccCESID5NMN0ucZhbiQirz1nmJyvl0lhTw8MhQDk1DQAA/0\"/><p>从他们拍摄的视频中可以看到,事故发生时驾驶员并未将双手放在方向盘上。同行的乘客提前很久就发现了路面杂物,理论上有充足时间做出反应,但驾驶员直到最后一刻才把手放回方向盘上。</p><p>在后续发布的视频中,这两名特斯拉网红证实,涉事Model Y的横向稳定杆支架断裂,悬挂部件也受到损坏,车辆还持续弹出大量故障提示。</p><p>此次行程中,他们驾驶搭载FSD v13.9版本系统的车辆,仅完成了计划总里程的约2.5%,就发生了撞车。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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特斯拉股东亲测FSD,不到100公里就撞车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 11:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922110548a43b59ab&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据electrek报道,两名兼具特斯拉股东与网红身份的人士试图完成埃隆·马斯克2017年许下的跨洲自动驾驶承诺,结果车辆行驶不到60英里(约96公里)便发生事故。2016年,马斯克曾放出一则颇具争议的言论:特斯拉将在2017年底前完成从洛杉矶到纽约的横贯美国完全自动驾驶行程。当时的设想是,对整个横贯美国的行程进行全程直播或录制无剪辑视频,且全程由车辆自主驾驶。如今已是2025年,特斯拉始终未能完成...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922110548a43b59ab&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 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DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922110548a43b59ab&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569926277","content_text":"据electrek报道,两名兼具特斯拉股东与网红身份的人士试图完成埃隆·马斯克2017年许下的跨洲自动驾驶承诺,结果车辆行驶不到60英里(约96公里)便发生事故。2016年,马斯克曾放出一则颇具争议的言论:特斯拉将在2017年底前完成从洛杉矶到纽约的横贯美国完全自动驾驶行程。当时的设想是,对整个横贯美国的行程进行全程直播或录制无剪辑视频,且全程由车辆自主驾驶。如今已是2025年,特斯拉始终未能完成这一行程。尽管特斯拉多次未能达成自动驾驶目标,但许多股东仍认为,在奥斯汀推出“Robotaxi”车队、并对消费者车辆搭载的“完全自动驾驶(FSD)”系统完成升级后,特斯拉已接近实现“无需监管的自动驾驶”。不过需要说明的是,奥斯汀的Robotaxi车队仍需车内特斯拉员工进行监管,而消费者车辆上的FSD系统目前仍只是L2级驾驶辅助系统,需驾驶员全程保持专注。上述两名特斯拉股东兼网络网红,驾驶一辆搭载了最新版FSD软件的特斯拉Model Y,试图完成从加利福尼亚州圣迭戈到佛罗里达州杰克逊维尔的横贯美国行程。结果他们尚未驶出加利福尼亚州,就撞上了本可轻松避开的路面杂物,导致这辆Model Y受损严重。从他们拍摄的视频中可以看到,事故发生时驾驶员并未将双手放在方向盘上。同行的乘客提前很久就发现了路面杂物,理论上有充足时间做出反应,但驾驶员直到最后一刻才把手放回方向盘上。在后续发布的视频中,这两名特斯拉网红证实,涉事Model Y的横向稳定杆支架断裂,悬挂部件也受到损坏,车辆还持续弹出大量故障提示。此次行程中,他们驾驶搭载FSD v13.9版本系统的车辆,仅完成了计划总里程的约2.5%,就发生了撞车。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481217194938576,"gmtCreate":1758508828921,"gmtModify":1758508831256,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"特斯拉什么时候算高端品牌了?毫无疑问是特吹写的","listText":"特斯拉什么时候算高端品牌了?毫无疑问是特吹写的","text":"特斯拉什么时候算高端品牌了?毫无疑问是特吹写的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481217194938576","repostId":"2569741682","repostType":2,"repost":{"id":"2569741682","kind":"news","pubTimestamp":1758504720,"share":"https://www.laohu8.com/m/news/2569741682?lang=&edition=full","pubTime":"2025-09-22 09:32","market":"us","language":"zh","title":"5000万订单泡沫破灭,车企继续顶风作案,却打不过特斯拉!","url":"https://stock-news.laohu8.com/highlight/detail?id=2569741682","media":"Ofweek光电信息网","summary":"随着车企报出数十万的订单后,有业界人士指出国内众多新发布的车型公布的订单累计数已高达5000万辆,已远超国内汽车市场3000万出头的年销量,恰在此时却又有车企宣布新款车型的订单数已破10万辆,可谓是顶风作案。","content":"<html><body><article><p>随着车企报出数十万的订单后,有业界人士指出国内众多新发布的车型公布的订单(包括大定、小订)累计数已高达5000万辆,已远超国内汽车市场3000万出头的年销量,恰在此时却又有车企宣布新款车型的订单数已破10万辆,可谓是顶风作案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922094157550d206x8ce5ve26kx\"/><p>汽车企业如此做,无疑是为了吸引消费者的目光,通过巨额的订单,来证明它的车型很受市场认可,然后吸引一波糊涂的消费者上钩,如此来获得销量,这种做法当年在手机行业可谓屡试不爽。</p><p>当年手机行业玩得比如今的汽车还要离谱,消费者需要提前支付手机全款,然后等待很长时间才能拿到货,在那个时候这种手段确实起到了效果,众多消费者迟迟拿不到货,让各方以为手机真的非常受欢迎。</p><p>由此手机企业可以用另一种方式来赚钱,手机企业的官方渠道总是没货,但是黄牛那里却总是有货,而从黄牛那里买手机,那是要多支付数百块钱的,这部分就是丰厚的利润了,那么这些黄牛的货从哪里来,这些增加的利润又单纯是黄牛获得么?仔细想想就该明白了。</p><p>如今他们也试图在汽车市场玩这一套,消费者需要提前支付全款,而付款后需要等数个月才能提车,甚至有媒体报道指出有消费者发现要等7个月才能提车,不少消费者就不愿等了,而车企则说如果放弃订单,他们那数千元预付款就没了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922094159742d206l038tnhv8rb\"/><p>此举对于车企来说有百利,消费者付全款,车企就可以用车主的钱来买配件组装汽车,而这笔钱会在车企手里好多个月,这笔巨额的钱在车企手里自然能产生巨额的利息收入,而消费者如果放弃订单,那数千元直接就成为车企的利润,车企的算盘可谓打得啪啪响。</p><p>可是它没想到的是如今消费者已比以往任何时候都要成熟,不是车企有法务部定下了诸多小字条款就能坑车主的了,有媒体报道指出已有数百名车主决定联合委托律师起诉,拿回自己的定金,凸显出如今消费者对法律法规的熟悉,而车企也因此名声大跌。</p><p>事实几家用夸张订单来营销的车企,始终没能超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,在20万以上价位的车型中,特斯拉一直稳居第一名,凸显出这些高端消费者的理性,他们并未为车企夸张的订单数买单,他们买车的时候还是根据自己的实际来选择,而特斯拉无疑获得了他们的认可。</p><p>这部分消费者与中低端消费者显然不一样,他们更容易理解企业的营销目的,因此不会轻易为企业夸张的营销而影响他们的选择,真正受他们影响的往往是那些不够理性的消费者,这部分人的收入水平撑不起这样价格的车,导致这些车企吸引到的消费者终究有限。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922094201409d2060x0suz3whny\"/><p>到如今新能汽车市场的格局已经成型,营销噱头已越来越难打破局面,相反这些过分依赖营销的车企却屡屡曝出一些问题,随着这些问题的暴露,这些已经上船的消费者开始行动起来,毕竟汽车价值极高,往往是一个家庭的大部分财产,如果车辆有问题,这些消费者是不会善罢甘休的!</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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\">\n5000万订单泡沫破灭,车企继续顶风作案,却打不过特斯拉!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 09:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922094203a72e2e9b&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着车企报出数十万的订单后,有业界人士指出国内众多新发布的车型公布的订单(包括大定、小订)累计数已高达5000万辆,已远超国内汽车市场3000万出头的年销量,恰在此时却又有车企宣布新款车型的订单数已破10万辆,可谓是顶风作案。汽车企业如此做,无疑是为了吸引消费者的目光,通过巨额的订单,来证明它的车型很受市场认可,然后吸引一波糊涂的消费者上钩,如此来获得销量,这种做法当年在手机行业可谓屡试不爽。当年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922094203a72e2e9b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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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":3260,"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??"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300585726152992,"gmtCreate":1714404698947,"gmtModify":1714458710393,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a 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又被拉爆了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189800390443008,"gmtCreate":1687363508504,"gmtModify":1687363509504,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"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":4489,"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":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"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> 下下周等你暴跌,这个市值大炮还有多少饼?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 下下周等你暴跌,这个市值大炮还有多少饼?","text":"$特斯拉(TSLA)$ 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":5611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":9,"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?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483873786110160,"gmtCreate":1759162039779,"gmtModify":1759162041946,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"中肯的","listText":"中肯的","text":"中肯的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/483873786110160","repostId":"2571321733","repostType":2,"repost":{"id":"2571321733","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1759155949,"share":"https://www.laohu8.com/m/news/2571321733?lang=&edition=full","pubTime":"2025-09-29 22:25","market":"us","language":"en","title":"HSBC Adjusts Price Target on Tesla to $127 From $120","url":"https://stock-news.laohu8.com/highlight/detail?id=2571321733","media":"MT Newswires Live","summary":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and r","content":"<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HSBC Adjusts Price Target on Tesla to $127 From $120</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nHSBC Adjusts Price Target on Tesla to $127 From $120\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-09-29 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","HSBC":"汇丰","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571321733","content_text":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 443.97, Change: +3.57, Percent Change: +0.81","news_type":1,"symbols_score_info":{"HSBC":1.5,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577104682622234","authorId":"3577104682622234","name":"Heykid","avatar":"https://static.tigerbbs.com/bf51fc7e80e268248e5747d923640d90","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3577104682622234","idStr":"3577104682622234"},"content":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?","text":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?","html":"每一个特斯拉的帖子下面都看见这个二货,你干嘛不做空啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419620908114128,"gmtCreate":1743478248312,"gmtModify":1743503405451,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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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":4462,"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。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454366935290032,"gmtCreate":1751960084943,"gmtModify":1751960746275,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"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> 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。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 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。","text":"$特斯拉(TSLA)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/454366935290032","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454106772037832,"gmtCreate":1751896264929,"gmtModify":1751896266844,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/454106772037832","repostId":"2549158530","repostType":2,"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"content":"今天又涨了哦[笑哭]","text":"今天又涨了哦[笑哭]","html":"今天又涨了哦[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398053043241464,"gmtCreate":1738203204879,"gmtModify":1738230603103,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"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> 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。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 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。","text":"$特斯拉(TSLA)$ 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。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/398053043241464","isVote":1,"tweetType":1,"viewCount":4599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538308769859071","authorId":"3538308769859071","name":"小Q椰子酱","avatar":"https://static.tigerbbs.com/3f7db140539009d87b8060f27aaab626","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3538308769859071","idStr":"3538308769859071"},"content":"都是泡沫 早晚崩盘","text":"都是泡沫 早晚崩盘","html":"都是泡沫 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高估值的牛市结束,再套一批梦想家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/469339615400248","isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"content":"买特斯拉的人现在根本不看汽车销量,主要看自动驾驶和机器人","text":"买特斯拉的人现在根本不看汽车销量,主要看自动驾驶和机器人","html":"买特斯拉的人现在根本不看汽车销量,主要看自动驾驶和机器人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461907619352848,"gmtCreate":1753789016812,"gmtModify":1753843392816,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a><v-v data-views=\"0\"></v-v> 这年头讲真话的公司都不会有好下场的,要想成为大公司ceo应当向马大炮学习。总之就是要编故事先稳住股价再说","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a><v-v data-views=\"0\"></v-v> 这年头讲真话的公司都不会有好下场的,要想成为大公司ceo应当向马大炮学习。总之就是要编故事先稳住股价再说","text":"$诺和诺德(NVO)$ 这年头讲真话的公司都不会有好下场的,要想成为大公司ceo应当向马大炮学习。总之就是要编故事先稳住股价再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/461907619352848","isVote":1,"tweetType":1,"viewCount":6501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"227726599749064","idStr":"227726599749064"},"content":"发生了什么事?股价跌成这样是因为CEO讲了什么话吗","text":"发生了什么事?股价跌成这样是因为CEO讲了什么话吗","html":"发生了什么事?股价跌成这样是因为CEO讲了什么话吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}