畜牧教主马斯克的个人主页 - 老虎社区

畜牧教主马斯克

畜牧教主马斯克

信徒基本守则：特斯拉不是车企，是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够，跌了只能加仓，马大炮是神！马大炮拯救世界！2025特斯拉改名特能吹！要相信自己的认知永远是最高的！

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畜牧教主马斯克

08-05 22:05

$SpaceX(SPCX)$ 今晚进入接大盘

畜牧教主马斯克

08-05 20:04

信的人到火星没？

马斯克首场业绩会：万亿收入将提前一年达成

畜牧教主马斯克

08-05 13:25

$SpaceX(SPCX)$ 收入七十多亿，市值1.6万亿[微笑]

畜牧教主马斯克

08-03 23:05

马圣觉得300都是买入良机

美股异动｜SpaceX涨超3%，马斯克回应社交媒体帖：认同当前是买入良机

畜牧教主马斯克

08-03 22:49

推特控盘财报崩盘，他越喊越空才对[开心]

马斯克：SpaceX 股票是绝佳买入机会

畜牧教主马斯克

07-31

$特斯拉(TSLA)$ 我在特斯拉里躲牛市[开心] 特斯拉股东一波AI福利都没吃到，现在这公司还在走下坡路，画的饼没有几个能按照马圣的预言实现的。

畜牧教主马斯克

07-29

$CoreWeave, Inc.(CRWV)$ 真惨啊，不管是高位还是低位，高管都一直在卖，说明还不是真正的低点

畜牧教主马斯克

07-28

$SpaceX(SPCX)$ 信徒们依然坚守马圣圣坛

畜牧教主马斯克

07-27

300？凭什么呢？星舰成功发射也没带来利润

摩根士丹利：星舰第13次试飞提振市场信心维持SpaceX增持评级及300美元目标价

畜牧教主马斯克

07-27

$SpaceX(SPCX)$ 还有1.5万亿，还能跌一半

畜牧教主马斯克

07-24

$SpaceX(SPCX)$ 马圣的两个公司都崩了，庞氏骗局马上要到终点了吗[开心]

畜牧教主马斯克

07-23

合并不合并都是马圣一言堂，有区别吗？妄想通过炒作合并拉升股价，殊不知马圣的公司溢价都是几百倍的[开心]

听完马斯克讲话后，分析师将特斯拉与SpaceX合并概率上调至90%

畜牧教主马斯克

07-23

$特斯拉(TSLA)$ 全靠马圣画饼，一个能打的东西都没有。

畜牧教主马斯克

07-21

$SpaceX(SPCX)$ 马圣经典的推特控盘来了[微笑]

畜牧教主马斯克

07-21

又开始用卑鄙的发帖控盘了[微笑]

马斯克向做空SpaceX股票者发出严厉警告

畜牧教主马斯克

07-20

先官宣自己是l3再画饼吧

马斯克：特斯拉FSD会模仿你的驾驶风格越开越像自己开

畜牧教主马斯克

07-17

‌$特斯拉(TSLA)$ ‌和隔壁SPXC一样都是梦想集合体‌，马圣溢价价值万亿。

畜牧教主马斯克

07-17

$SpaceX(SPCX)$ 这种企业没上市的时候大家有神秘感，都想参与。上市以后大家就知道这玩意是梦想集合体，而且是超级高估值上市的，不跌谁跌[开心] [开心] [开心]

畜牧教主马斯克

07-16

$SpaceX(SPCX)$ 那年看他起高楼，后来看他楼崩塌🛘破发纪念😌

畜牧教主马斯克

07-13

$SpaceX(SPCX)$ 破发，腰斩gogogogo

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href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 今晚进入接大盘","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 今晚进入接大盘","text":"$SpaceX(SPCX)$ 今晚进入接大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593600493438088","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593570642911432,"gmtCreate":1785931468685,"gmtModify":1785931471827,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"信的人到火星没？","listText":"信的人到火星没？","text":"信的人到火星没？","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593570642911432","repostId":"2657193515","repostType":2,"repost":{"id":"2657193515","kind":"news","pubTimestamp":1785912987,"share":"https://www.laohunote.com/m/news/2657193515?lang=zh_CN&edition=full","pubTime":"2026-08-05 14:56","market":"hk","language":"zh","title":"马斯克首场业绩会：万亿收入将提前一年达成","url":"https://stock-news.laohu8.com/highlight/detail?id=2657193515","media":"蓝鲸财经","summary":"马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，公司内部对于实现万亿美元收入的时间预期已经提前，从此前预测的2031年提前至2030年，甚至不排除2029年实现的可能。在AI基础设施投入上，马斯克明确表态了对英伟达的支持。马斯克在电话会上称。高投入带来高增长，AI业务是SpaceX二季度增长最快的板块，收入达到26亿美元，同比增长247%。马斯克认为，按照当前技术进步速度，到明年年底，数字化领域可能已经不存在AI无法完成的任务。","content":"<html><body><p><img src=\"https://file.lanjinger.com/img/vcg/VCG31N2281237832_67ff4ad8e8d046bf8e5c5641c6f3984a_1785912816.jpeg\"/></p><p>（图源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a>）</p><p><strong>蓝鲸新闻8月5日讯（记者 卢思叶）</strong>8月5日凌晨，SpaceX举行上市后首次业绩交流会，也是创始人马斯克首次以上市公司管理层身份面对投资者。在近两个小时的电话会上，马斯克围绕AI算力、星链、Starship、Grok以及未来收入释放了多个关键信号。</p><p>AI业务快速增长、星链业务扩张共同推动了业绩高增。马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，<strong>公司内部对于实现万亿美元收入的时间预期已经提前，从此前预测的2031年提前至2030年，甚至不排除2029年实现的可能</strong>。</p><p>在AI基础设施投入上，马斯克明确表态了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的支持。“未来，我们决定新增算力将全部采用英伟达，因为我们认为Vera Rubin是最好的架构，也是最好的AI计算机。”</p><p>他表示，<strong>SpaceX非常重视与英伟达之间的合作关系，并预计明年将获得英伟达GPU供应中的“相当大比例”</strong>。</p><p>截至二季度末，SpaceX AI算力规模达到1.4GW，马斯克透露，SpaceX预计今年年底在线算力将超过2GW，到明年年底累计在线算力将进一步提升数倍，规模“可能更接近10GW，而不是5GW”。</p><p>SpaceX整体仍处于大规模投入AI基础设施阶段。第二季度，公司资本支出达到183.7亿美元，远高于去年同期的28.25亿美元，其中约158亿美元投入AI基础设施。同时，SpaceX首席财务官布雷特·约翰森在业绩电话会上表示，<strong>未来几个季度，公司资本支出仍将维持类似水平</strong>。</p><p>“SpaceX建设和部署AI算力的速度快于任何其他企业。”马斯克在电话会上称。</p><p>高投入带来高增长，AI业务是SpaceX二季度增长最快的板块，收入达到26亿美元，同比增长247%。管理层指出，该业务增长主要来自新增云服务协议，同时Grok和X订阅业务收入也有所提升。</p><p>马斯克在电话会上表示，<strong>AI开发节奏会显著加快，Grok 4.6预计在下周发布，Grok 4.7预计三到四周后推出，Grok 5则计划在今年年底前发布</strong>。</p><p>未来版本的Grok将进一步整合SpaceX自身积累的数据资源，“届时我们将把SpaceX的全部数据语料纳入训练，也就是SpaceX在过去约四分之一个世纪中产生的几乎全部数据。数据量非常庞大，我们认为这会让Grok成为迄今最强的工程师型AI。”</p><p>对于近期推进收购AI编程工具公司Cursor，马斯克透露，相关交易预计很快完成，期待Cursor团队加入SpaceX后，整合工程能力，并开始受益于整合后的销售协同。</p><p>在马斯克看来，AI能力提升的速度正在超过市场预期。“回看12个月前的发布的Claude 3.5，我当时认为它应被视为一个里程碑，Anthropic值得肯定，而那其实也只是大约一年前的事。如果回看两年前的AI，它已经像应该放进博物馆的东西。”</p><p>马斯克认为，按照当前技术进步速度，到明年年底，数字化领域可能已经不存在AI无法完成的任务。不过他判断，当前AI发展的关键限制因素正在从模型能力转向基础设施。</p><p><strong>“当前的限制因素是Memory（内存与存储供应）。”马斯克认为，存储产能每年增长约20%，已经是成熟行业中较快的增速，但AI需求增长速度远高于这一水平。</strong></p><p>除了AI业务，星链、星舰、机器人业务也在同步推进，马斯克在电话会上再次强调了星链未来的巨大潜力。</p><p>“我认为人们严重低估了Starlink（星链），这是一件大事，很多人很难真正理解它的规模。”</p><p>他认为，未来随着AI、人形机器人、自动驾驶以及大量智能设备的发展，全球对于带宽的需求将出现大幅增长，星链有望成为满足这一需求的基础设施。</p><p>二季度，星链全球消费者净增用户超过170万，创历史最高单季度增长纪录，较一季度新增140万进一步提升。目前，星链用户平均收入（ARPU）维持在每月66美元。</p><p>今年6月，SpaceX正式登陆纳斯达克，融资规模创下资本市场纪录，上市初期，公司股价一度突破225美元。但随后股价持续回落，截至美东时间8月4日美股收盘，公司股价收于125.33美元。</p><p>当日发布的SpaceX首份季度财报显示，公司第二季度营收达到78亿美元，同比增长92%；调整后息税折旧摊销前利润（EBITDA）达35亿美元，同比大增192%。盈利情况也有所改善，净亏损约5.4亿美元，同比收窄46%。</p><p>财报发布后，SpaceX盘后跌幅超过7%，巨额资本投入押注AI算力、机器人和太空基础设施后，对于SpaceX的盈利故事和回报周期，资本市场仍有疑虑。</p></body></html>","source":"lanjinger_stock","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>马斯克首场业绩会：万亿收入将提前一年达成</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克首场业绩会：万亿收入将提前一年达成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 14:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1785912962134431479><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（图源：视觉中国）蓝鲸新闻8月5日讯（记者 卢思叶）8月5日凌晨，SpaceX举行上市后首次业绩交流会，也是创始人马斯克首次以上市公司管理层身份面对投资者。在近两个小时的电话会上，马斯克围绕AI算力、星链、Starship、Grok以及未来收入释放了多个关键信号。AI业务快速增长、星链业务扩张共同推动了业绩高增。马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，公司内部对于实现万亿美元...</p>\n\n<a href=\"https://www.lanjinger.com/d/1785912962134431479\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/1785912962134431479","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657193515","content_text":"（图源：视觉中国）蓝鲸新闻8月5日讯（记者 卢思叶）8月5日凌晨，SpaceX举行上市后首次业绩交流会，也是创始人马斯克首次以上市公司管理层身份面对投资者。在近两个小时的电话会上，马斯克围绕AI算力、星链、Starship、Grok以及未来收入释放了多个关键信号。AI业务快速增长、星链业务扩张共同推动了业绩高增。马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，公司内部对于实现万亿美元收入的时间预期已经提前，从此前预测的2031年提前至2030年，甚至不排除2029年实现的可能。在AI基础设施投入上，马斯克明确表态了对英伟达的支持。“未来，我们决定新增算力将全部采用英伟达，因为我们认为Vera Rubin是最好的架构，也是最好的AI计算机。”他表示，SpaceX非常重视与英伟达之间的合作关系，并预计明年将获得英伟达GPU供应中的“相当大比例”。截至二季度末，SpaceX AI算力规模达到1.4GW，马斯克透露，SpaceX预计今年年底在线算力将超过2GW，到明年年底累计在线算力将进一步提升数倍，规模“可能更接近10GW，而不是5GW”。SpaceX整体仍处于大规模投入AI基础设施阶段。第二季度，公司资本支出达到183.7亿美元，远高于去年同期的28.25亿美元，其中约158亿美元投入AI基础设施。同时，SpaceX首席财务官布雷特·约翰森在业绩电话会上表示，未来几个季度，公司资本支出仍将维持类似水平。“SpaceX建设和部署AI算力的速度快于任何其他企业。”马斯克在电话会上称。高投入带来高增长，AI业务是SpaceX二季度增长最快的板块，收入达到26亿美元，同比增长247%。管理层指出，该业务增长主要来自新增云服务协议，同时Grok和X订阅业务收入也有所提升。马斯克在电话会上表示，AI开发节奏会显著加快，Grok 4.6预计在下周发布，Grok 4.7预计三到四周后推出，Grok 5则计划在今年年底前发布。未来版本的Grok将进一步整合SpaceX自身积累的数据资源，“届时我们将把SpaceX的全部数据语料纳入训练，也就是SpaceX在过去约四分之一个世纪中产生的几乎全部数据。数据量非常庞大，我们认为这会让Grok成为迄今最强的工程师型AI。”对于近期推进收购AI编程工具公司Cursor，马斯克透露，相关交易预计很快完成，期待Cursor团队加入SpaceX后，整合工程能力，并开始受益于整合后的销售协同。在马斯克看来，AI能力提升的速度正在超过市场预期。“回看12个月前的发布的Claude 3.5，我当时认为它应被视为一个里程碑，Anthropic值得肯定，而那其实也只是大约一年前的事。如果回看两年前的AI，它已经像应该放进博物馆的东西。”马斯克认为，按照当前技术进步速度，到明年年底，数字化领域可能已经不存在AI无法完成的任务。不过他判断，当前AI发展的关键限制因素正在从模型能力转向基础设施。“当前的限制因素是Memory（内存与存储供应）。”马斯克认为，存储产能每年增长约20%，已经是成熟行业中较快的增速，但AI需求增长速度远高于这一水平。除了AI业务，星链、星舰、机器人业务也在同步推进，马斯克在电话会上再次强调了星链未来的巨大潜力。“我认为人们严重低估了Starlink（星链），这是一件大事，很多人很难真正理解它的规模。”他认为，未来随着AI、人形机器人、自动驾驶以及大量智能设备的发展，全球对于带宽的需求将出现大幅增长，星链有望成为满足这一需求的基础设施。二季度，星链全球消费者净增用户超过170万，创历史最高单季度增长纪录，较一季度新增140万进一步提升。目前，星链用户平均收入（ARPU）维持在每月66美元。今年6月，SpaceX正式登陆纳斯达克，融资规模创下资本市场纪录，上市初期，公司股价一度突破225美元。但随后股价持续回落，截至美东时间8月4日美股收盘，公司股价收于125.33美元。当日发布的SpaceX首份季度财报显示，公司第二季度营收达到78亿美元，同比增长92%；调整后息税折旧摊销前利润（EBITDA）达35亿美元，同比大增192%。盈利情况也有所改善，净亏损约5.4亿美元，同比收窄46%。财报发布后，SpaceX盘后跌幅超过7%，巨额资本投入押注AI算力、机器人和太空基础设施后，对于SpaceX的盈利故事和回报周期，资本市场仍有疑虑。","news_type":1,"symbols_score_info":{"USXF":0.6,"WATS":0.6,"SOXX":0.6,"NVDW":0.6,"TSLR":0.6,"AGOX":0.6,"IETC":0.6,"TESL":0.6,"TSLI":0.6,"SMOG":0.6,"TSLZ":0.6,"09366":0.6,"TYLG":0.6,"FAI":0.6,"ANV":0.6,"ROM":0.6,"TSLW":0.6,"SHOC":0.6,"NVDS":0.6,"FDTX":0.6,"NVYY":0.6,"CLSE":0.6,"DIPS":0.6,"ESLG":0.6,"TSLY":0.6,"TSLS":0.6,"NVDX":0.6,"EFIV":0.6,"NVDY":0.6,"TSLP":0.6,"NULC":0.6,"THMR":0.6,"NVDS.UK":0.6,"SNPE":0.6,"SMHX":0.6,"WANT":0.6,"NVDG":0.6,"SOXQ":0.6,"NVDL":0.6,"NVDA":1.85,"NVD":0.6,"LFGY":0.6,"IDRV":0.6,"AIFD":0.6,"VGT":0.6,"ESUM":0.6,"TSII":0.6,"TSLA":1.87,"NVDQ":0.6,"09766":0.6,"ABFL":0.6,"NVD2.UK":0.6,"CRSH":0.6,"NVDB":0.6,"TSL":0.6,"USD":0.6,"METV":0.6,"ILDR":0.6,"NVDO":0.6,"FTEC":0.6,"SNVD.UK":0.6,"TEST":0.6,"VT":0.6,"NVDD":0.6,"NVD3.UK":0.6,"TTXU":0.6,"TTEQ":0.6,"CHPX":0.6,"FDRV":0.6,"TSLL":0.6,"3NVD.UK":0.6,"07788":0.6,"LIT":0.6,"JGRO":0.6,"NVDU":0.6,"07366":0.6,"WISE":0.6,"SPTE":0.6,"XLK":0.6,"TSLT":0.6,"TEK":0.6,"NVII":0.6,"TSLQ":0.6,"TSLG":0.6,"07388":0.6,"TSDD":0.6,"SMH":0.6,"2NVD.UK":0.6,"TLA":0.6,"CHAT":0.6,"CNEQ":0.6,"TSLO":0.6,"TSYY":0.6,"CMAG":0.6,"NVIW.SI":0.6,"SOXY":0.6,"TRFK":0.6,"AIPI":0.6,"ARTY":0.6,"IXN":0.6,"07766":0.6,"GAMR":0.6}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593502938022512,"gmtCreate":1785907502702,"gmtModify":1785907505091,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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收入七十多亿，市值1.6万亿[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502938022512","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592862954079400,"gmtCreate":1785769553663,"gmtModify":1785769555490,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣觉得300都是买入良机","listText":"马圣觉得300都是买入良机","text":"马圣觉得300都是买入良机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592862954079400","repostId":"2656377747","repostType":2,"repost":{"id":"2656377747","kind":"live","pubTimestamp":1785768472,"share":"https://www.laohunote.com/m/news/2656377747?lang=zh_CN&edition=full","pubTime":"2026-08-03 22:47","market":"us","language":"zh","title":"美股异动｜SpaceX涨超3%，马斯克回应社交媒体帖：认同当前是买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2656377747","media":"格隆汇","summary":"SpaceX涨幅扩大至3.2%，报111.95美元。此前有X平台用户针对SpaceX(SPCX.US)股票发文称，回过头来看，这将是一个绝佳的（买入）机会。马斯克回应该贴称，我也是这么认为。","content":"<html><body>SpaceX涨幅扩大至3.2%，报111.95美元。此前有X平台用户针对SpaceX(SPCX.US)股票发文称，回过头来看，这将是一个绝佳的（买入）机会。马斯克回应该贴称，我也是这么认为。</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动｜SpaceX涨超3%，马斯克回应社交媒体帖：认同当前是买入良机</title>\n<style 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信徒们依然坚守马圣圣坛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/590841335271680","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590476337471744,"gmtCreate":1785160730353,"gmtModify":1785160732343,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"300？凭什么呢？星舰成功发射也没带来利润","listText":"300？凭什么呢？星舰成功发射也没带来利润","text":"300？凭什么呢？星舰成功发射也没带来利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590476337471744","repostId":"2654048274","repostType":2,"repost":{"id":"2654048274","kind":"live","pubTimestamp":1785157674,"share":"https://www.laohunote.com/m/news/2654048274?lang=zh_CN&edition=full","pubTime":"2026-07-27 21:07","market":"us","language":"zh","title":"摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2654048274","media":"智通财经","summary":"【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场","content":"<html><body><div>\n<div>\n<b>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】</b>摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCX":"SPAC and New Issue ETF","SPAX":"2倍做多SPACEX ETF-T-REX","MARS":"Roundhill Space & Technology ETF","UUP":"美元ETF-PowerShares DB","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4615":"SpaceX概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4089":"非传统电信运营商","SPCM":"2倍做多SpaceX ETF-Tradr","UFO":"Procure Space 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维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。","news_type":1,"symbols_score_info":{"UUP":1.5,"LOFF":0.6,"SPCQ":0.6,"ORBX":0.6,"SPAX":0.6,"SPCU":1.5,"SPCH":0.6,"SNK":1.5,"SPCF":0.6,"SPCM":0.6,"WSPC":0.6,"DXYZ":1.5,"MARS":0.6,"SSPC":0.6,"WARP":0.6,"SPAL":1.5,"SPCX":1.5,"UFO":0.6,"SPCG":0.6,"UDN":1.5,"XOVR":1.5}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590398509801968,"gmtCreate":1785141753136,"gmtModify":1785141755178,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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马圣的两个公司都崩了，庞氏骗局马上要到终点了吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/589294377821328","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3569968827736584","idStr":"3569968827736584"},"content":"看你的id，你是不是被马斯克忽悠亏钱了，心存怨恨[开心][开心]","text":"看你的id，你是不是被马斯克忽悠亏钱了，心存怨恨[开心][开心]","html":"看你的id，你是不是被马斯克忽悠亏钱了，心存怨恨[开心][开心]"},{"author":{"id":"4095947560710240","authorId":"4095947560710240","name":"Hotcrazy","avatar":"https://static.tigerbbs.com/28ed564105307994b8f9b71dc8e054e0","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4095947560710240","idStr":"4095947560710240"},"content":"两个信仰信徒们多也扛不住了，合并的话还能玩一玩","text":"两个信仰信徒们多也扛不住了，合并的话还能玩一玩","html":"两个信仰信徒们多也扛不住了，合并的话还能玩一玩"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588952738738752,"gmtCreate":1784818801059,"gmtModify":1784818803538,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"合并不合并都是马圣一言堂，有区别吗？妄想通过炒作合并拉升股价，殊不知马圣的公司溢价都是几百倍的[开心]&nbsp;&nbsp;","listText":"合并不合并都是马圣一言堂，有区别吗？妄想通过炒作合并拉升股价，殊不知马圣的公司溢价都是几百倍的[开心]&nbsp;&nbsp;","text":"合并不合并都是马圣一言堂，有区别吗？妄想通过炒作合并拉升股价，殊不知马圣的公司溢价都是几百倍的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/588952738738752","repostId":"2653710719","repostType":2,"repost":{"id":"2653710719","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":1784798750,"share":"https://www.laohunote.com/m/news/2653710719?lang=zh_CN&edition=full","pubTime":"2026-07-23 17:25","market":"nz","language":"zh","title":"听完马斯克讲话后，分析师将特斯拉与SpaceX合并概率上调至90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653710719","media":"华尔街见闻","summary":"马斯克在财报电话会议上正面回应特斯拉与SpaceX的合并可能性，称双方合作深化且“重叠越来越多”，促使分析师将合并概率上调至90%。业务层面，双方正加速整合Grok AI、Optimus及Starlink卫星网络等项目。","content":"<html><head></head><body><blockquote><p>马斯克在财报电话会议上正面回应特斯拉与SpaceX的合并可能性，称双方合作深化且“重叠越来越多”，促使分析师将合并概率上调至90%。业务层面，双方正加速整合Grok AI、Optimus及Starlink卫星网络等项目。</p></blockquote><p style=\"text-align: justify;\">特斯拉最新财报电话会议不仅带来了业绩数据，还意外成为市场重新审视其与SpaceX潜在合并前景的催化剂。</p><p style=\"text-align: justify;\">在本周三的财报电话会议上，马斯克就两家公司合并问题作出回应，称双方合作正在不断深化，&#34;重叠之处越来越多&#34;。<strong>Deepwater Asset Management分析师Gene Munster随即将特斯拉与SpaceX合并的概率预期从80%上调至90%，并预计合并将在未来数年内发生。</strong></p><p style=\"text-align: justify;\">与此同时，特斯拉第二季度营收超预期，但每股盈利不及预期，股价在盘后交易中跌逾5%，市场反应趋于谨慎。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ffdc9f805668a1fcf41bf7944139b10\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"a3679a9e\">马斯克首次正面回应合并问题</h2><p style=\"text-align: justify;\">此前，市场对特斯拉与SpaceX合并的讨论多停留于猜测层面，马斯克鲜少在公开场合正面回应。此次财报电话会议上，马斯克被直接问及两家公司合并是否具备战略意义，他并未回避，而是就双方持续扩大的合作详加阐述。</p><p style=\"text-align: justify;\"><strong>&#34;正如你从SpaceX在众多领域的诸多合作中所看到的，重叠之处越来越多，尤其是Terafab项目，那将是一个真正规模庞大的工程，&#34;</strong>马斯克表示。他同时强调，财报电话会议并非讨论潜在交易的合适场合，任何推进&#34;都必须经过适当的流程&#34;，并将相关事宜转交特斯拉法律团队处理。</p><p style=\"text-align: justify;\">Gene Munster在X平台发文表示，他对特斯拉管理层愿意正面回应这一问题感到意外，这也直接促使他上调了概率判断。&#34;进入电话会议前，我认为两家公司在未来数年内合并的概率为80%，现在我将这一判断上调至90%，&#34;他写道。</p><h2 id=\"adc2ec56\">两家公司业务整合已加速推进</h2><p style=\"text-align: justify;\">马斯克在电话会议上详细列举了双方协作的多个具体方向，显示整合进程已超出外界此前预期。</p><p style=\"text-align: justify;\">据马斯克介绍，当前合作涵盖多个层面：Grok人工智能已集成至特斯拉车辆；数字Optimus机器人项目正在推进；Starlink卫星互联网将为Cybercab及未来特斯拉车型提供连接支持，以解决Robotaxi在蜂窝信号薄弱区域的覆盖问题。</p><p style=\"text-align: justify;\">&#34;我们不能让Robotaxi困在这些蜂窝信号盲区的&#39;百慕大三角&#39;里，&#34;马斯克说。卫星连接方案被视为其自动驾驶出行网络商业化落地的关键基础设施保障。</p><h2 id=\"f8f15ba2\">财报营收超预期，每股盈利落空</h2><p style=\"text-align: justify;\">尽管合并议题引发市场广泛关注，特斯拉本季度业绩本身呈现喜忧参半的格局。</p><p style=\"text-align: justify;\">特斯拉第二季度营收为282.4亿美元，高于华尔街预期的257.1亿美元；第二季度共交付480,126辆汽车，同比增长25%，创历史新高。然而，每股收益仅为33美分，显著低于分析师预期的50美分。</p><p style=\"text-align: justify;\">盈利不及预期对股价造成明显压力。特斯拉股价周三收盘下跌1.30%，盘后公布财报后进一步下挫4.13%。Benzinga的评级数据显示，特斯拉动量得分处于第36百分位，成长得分则位于第88百分位。</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>听完马斯克讲话后，分析师将特斯拉与SpaceX合并概率上调至90%</title>\n<style 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17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>马斯克在财报电话会议上正面回应特斯拉与SpaceX的合并可能性，称双方合作深化且“重叠越来越多”，促使分析师将合并概率上调至90%。业务层面，双方正加速整合Grok AI、Optimus及Starlink卫星网络等项目。</p></blockquote><p style=\"text-align: justify;\">特斯拉最新财报电话会议不仅带来了业绩数据，还意外成为市场重新审视其与SpaceX潜在合并前景的催化剂。</p><p style=\"text-align: justify;\">在本周三的财报电话会议上，马斯克就两家公司合并问题作出回应，称双方合作正在不断深化，&#34;重叠之处越来越多&#34;。<strong>Deepwater Asset Management分析师Gene Munster随即将特斯拉与SpaceX合并的概率预期从80%上调至90%，并预计合并将在未来数年内发生。</strong></p><p style=\"text-align: justify;\">与此同时，特斯拉第二季度营收超预期，但每股盈利不及预期，股价在盘后交易中跌逾5%，市场反应趋于谨慎。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ffdc9f805668a1fcf41bf7944139b10\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"a3679a9e\">马斯克首次正面回应合并问题</h2><p style=\"text-align: justify;\">此前，市场对特斯拉与SpaceX合并的讨论多停留于猜测层面，马斯克鲜少在公开场合正面回应。此次财报电话会议上，马斯克被直接问及两家公司合并是否具备战略意义，他并未回避，而是就双方持续扩大的合作详加阐述。</p><p style=\"text-align: justify;\"><strong>&#34;正如你从SpaceX在众多领域的诸多合作中所看到的，重叠之处越来越多，尤其是Terafab项目，那将是一个真正规模庞大的工程，&#34;</strong>马斯克表示。他同时强调，财报电话会议并非讨论潜在交易的合适场合，任何推进&#34;都必须经过适当的流程&#34;，并将相关事宜转交特斯拉法律团队处理。</p><p style=\"text-align: justify;\">Gene Munster在X平台发文表示，他对特斯拉管理层愿意正面回应这一问题感到意外，这也直接促使他上调了概率判断。&#34;进入电话会议前，我认为两家公司在未来数年内合并的概率为80%，现在我将这一判断上调至90%，&#34;他写道。</p><h2 id=\"adc2ec56\">两家公司业务整合已加速推进</h2><p style=\"text-align: justify;\">马斯克在电话会议上详细列举了双方协作的多个具体方向，显示整合进程已超出外界此前预期。</p><p style=\"text-align: justify;\">据马斯克介绍，当前合作涵盖多个层面：Grok人工智能已集成至特斯拉车辆；数字Optimus机器人项目正在推进；Starlink卫星互联网将为Cybercab及未来特斯拉车型提供连接支持，以解决Robotaxi在蜂窝信号薄弱区域的覆盖问题。</p><p style=\"text-align: justify;\">&#34;我们不能让Robotaxi困在这些蜂窝信号盲区的&#39;百慕大三角&#39;里，&#34;马斯克说。卫星连接方案被视为其自动驾驶出行网络商业化落地的关键基础设施保障。</p><h2 id=\"f8f15ba2\">财报营收超预期，每股盈利落空</h2><p style=\"text-align: justify;\">尽管合并议题引发市场广泛关注，特斯拉本季度业绩本身呈现喜忧参半的格局。</p><p style=\"text-align: justify;\">特斯拉第二季度营收为282.4亿美元，高于华尔街预期的257.1亿美元；第二季度共交付480,126辆汽车，同比增长25%，创历史新高。然而，每股收益仅为33美分，显著低于分析师预期的50美分。</p><p style=\"text-align: justify;\">盈利不及预期对股价造成明显压力。特斯拉股价周三收盘下跌1.30%，盘后公布财报后进一步下挫4.13%。Benzinga的评级数据显示，特斯拉动量得分处于第36百分位，成长得分则位于第88百分位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉","SPCX":"SPAC and New Issue ETF"},"source_url":"https://wallstreetcn.com/articles/3777773","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653710719","content_text":"马斯克在财报电话会议上正面回应特斯拉与SpaceX的合并可能性，称双方合作深化且“重叠越来越多”，促使分析师将合并概率上调至90%。业务层面，双方正加速整合Grok AI、Optimus及Starlink卫星网络等项目。特斯拉最新财报电话会议不仅带来了业绩数据，还意外成为市场重新审视其与SpaceX潜在合并前景的催化剂。在本周三的财报电话会议上，马斯克就两家公司合并问题作出回应，称双方合作正在不断深化，\"重叠之处越来越多\"。Deepwater Asset Management分析师Gene Munster随即将特斯拉与SpaceX合并的概率预期从80%上调至90%，并预计合并将在未来数年内发生。与此同时，特斯拉第二季度营收超预期，但每股盈利不及预期，股价在盘后交易中跌逾5%，市场反应趋于谨慎。马斯克首次正面回应合并问题此前，市场对特斯拉与SpaceX合并的讨论多停留于猜测层面，马斯克鲜少在公开场合正面回应。此次财报电话会议上，马斯克被直接问及两家公司合并是否具备战略意义，他并未回避，而是就双方持续扩大的合作详加阐述。\"正如你从SpaceX在众多领域的诸多合作中所看到的，重叠之处越来越多，尤其是Terafab项目，那将是一个真正规模庞大的工程，\"马斯克表示。他同时强调，财报电话会议并非讨论潜在交易的合适场合，任何推进\"都必须经过适当的流程\"，并将相关事宜转交特斯拉法律团队处理。Gene Munster在X平台发文表示，他对特斯拉管理层愿意正面回应这一问题感到意外，这也直接促使他上调了概率判断。\"进入电话会议前，我认为两家公司在未来数年内合并的概率为80%，现在我将这一判断上调至90%，\"他写道。两家公司业务整合已加速推进马斯克在电话会议上详细列举了双方协作的多个具体方向，显示整合进程已超出外界此前预期。据马斯克介绍，当前合作涵盖多个层面：Grok人工智能已集成至特斯拉车辆；数字Optimus机器人项目正在推进；Starlink卫星互联网将为Cybercab及未来特斯拉车型提供连接支持，以解决Robotaxi在蜂窝信号薄弱区域的覆盖问题。\"我们不能让Robotaxi困在这些蜂窝信号盲区的'百慕大三角'里，\"马斯克说。卫星连接方案被视为其自动驾驶出行网络商业化落地的关键基础设施保障。财报营收超预期，每股盈利落空尽管合并议题引发市场广泛关注，特斯拉本季度业绩本身呈现喜忧参半的格局。特斯拉第二季度营收为282.4亿美元，高于华尔街预期的257.1亿美元；第二季度共交付480,126辆汽车，同比增长25%，创历史新高。然而，每股收益仅为33美分，显著低于分析师预期的50美分。盈利不及预期对股价造成明显压力。特斯拉股价周三收盘下跌1.30%，盘后公布财报后进一步下挫4.13%。Benzinga的评级数据显示，特斯拉动量得分处于第36百分位，成长得分则位于第88百分位。","news_type":1,"symbols_score_info":{"SPCX":2,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"content":"他这个市盈率确实是太高了，这稍微有点投资知识就知道，这几百倍的市盈率，我肯定不会买","text":"他这个市盈率确实是太高了，这稍微有点投资知识就知道，这几百倍的市盈率，我肯定不会买","html":"他这个市盈率确实是太高了，这稍微有点投资知识就知道，这几百倍的市盈率，我肯定不会买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588933452489400,"gmtCreate":1784814010944,"gmtModify":1784814012981,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 全靠马圣画饼，一个能打的东西都没有。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 全靠马圣画饼，一个能打的东西都没有。","text":"$特斯拉(TSLA)$ 全靠马圣画饼，一个能打的东西都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588933452489400","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588239790264520,"gmtCreate":1784644655770,"gmtModify":1784644657539,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 马圣经典的推特控盘来了[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 马圣经典的推特控盘来了[微笑]&nbsp;&nbsp;","text":"$SpaceX(SPCX)$ 马圣经典的推特控盘来了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/588239790264520","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"我要拿个锤","avatar":"https://static.tigerbbs.com/abeb7db2507a575db086cf9b28b2b032","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3470662065407748","idStr":"3470662065407748"},"content":"差点真信仰申购了。 貌似当时第二天就能做空了","text":"差点真信仰申购了。 貌似当时第二天就能做空了","html":"差点真信仰申购了。 貌似当时第二天就能做空了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588239605293968,"gmtCreate":1784644619979,"gmtModify":1784644622192,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"又开始用卑鄙的发帖控盘了[微笑]&nbsp;&nbsp;","listText":"又开始用卑鄙的发帖控盘了[微笑]&nbsp;&nbsp;","text":"又开始用卑鄙的发帖控盘了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588239605293968","repostId":"1178533666","repostType":2,"repost":{"id":"1178533666","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":1784643278,"share":"https://www.laohunote.com/m/news/1178533666?lang=zh_CN&edition=full","pubTime":"2026-07-21 22:14","market":"us","language":"zh","title":"马斯克向做空SpaceX股票者发出严厉警告","url":"https://stock-news.laohu8.com/highlight/detail?id=1178533666","media":"老虎资讯综合","summary":"目前，可供交易的SpaceX股票中约有17%处于卖空状态。首先，SpaceX周一再次取消了一次火箭发射任务。SpaceX表示，所搭载的有效载荷安全无虞。大部分SpaceX股份仍由早期投资者持有，而这些投资者目前仍受到限售限制。在SpaceX于8月4日公布第二季度业绩后，将有更多股票解除限售并进入市场流通。截至周二开盘前，SpaceX股价已连续七个交易日下跌，累计跌幅达21%。","content":"<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">要点</h2><ul><li><p style=\"text-align: left;\"><strong>SpaceX（SPCX）股价周二上涨5%</strong>，结束此前连续<strong>七个交易日</strong>的下跌走势。在此期间，公司股价累计下跌<strong>21%</strong>。</p></li><li><p style=\"text-align: left;\">周一，SpaceX取消了一次搭载<strong>24颗Starlink（星链）卫星</strong>的**猎鹰9号（Falcon 9）<strong>火箭发射任务，此前还取消了</strong>星舰（Starship）**第13次试飞。</p></li><li><p style=\"text-align: left;\">首席执行官埃隆·马斯克（Elon Musk）<strong>向做空者发出警告。目前，可供交易的SpaceX股票中约有</strong>17%处于卖空状态。</p></li></ul><p style=\"text-align: left;\">SpaceX股票周二结束连续七个交易日的跌势，而当天开局表现不错。</p><p style=\"text-align: left;\">在早盘交易中，这家由埃隆·马斯克领导的<strong>航天与人工智能公司</strong>股价上涨<strong>5%</strong>，报<strong>126.31美元，市值 1.65 万亿美元</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b03cc692fbe5f009e0129821c33d108\" data-align=\"center\" tg-width=\"728\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">投资者需要消化多项最新消息。</p><p style=\"text-align: left;\">首先，SpaceX周一再次取消了一次火箭发射任务。一枚搭载<strong>24颗Starlink卫星</strong>的<strong>猎鹰9号火箭</strong>在发射前被迫中止升空。SpaceX表示，所搭载的有效载荷安全无虞。</p><p style=\"text-align: left;\">火箭发射中止并不罕见。而此次取消任务发生在公司刚刚取消<strong>星舰第13次试飞</strong>之后。当时由于发射前发现发动机存在问题，任务被迫取消。目前，这次试飞计划于<strong>7月23日</strong>进行。</p><p style=\"text-align: left;\">猎鹰9号至今已执行过<strong>数百次飞行任务</strong>，仅<strong>2026年</strong>就已完成<strong>80多次发射</strong>。</p><p style=\"text-align: left;\">相比之下，<strong>星舰</strong>仍处于研发阶段。这款大型、完全可重复使用的火箭旨在将进入轨道的成本较猎鹰9号降低约<strong>90%</strong>。更低的发射成本将使SpaceX能够开展更多项目，例如<strong>在太空建设人工智能数据中心</strong>。</p><p style=\"text-align: left;\">周一稍晚时候，首席执行官马斯克还向做空者发出警告。他在社交平台<strong>X</strong>上发文称，那些借入SpaceX股票并押注其股价下跌的机构，“生存概率很低”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4cff67c70733cd7e69af7c5177ed015\" data-align=\"center\" tg-width=\"1218\" tg-height=\"1134\"/><span></span></p><p style=\"text-align: left;\">目前，可供交易的SpaceX股票中约有17%已被卖空。对于一家大型科技公司而言，这是一个非常高的比例。</p><p style=\"text-align: left;\">作为对比，<strong>苹果公司（Apple）股票的卖空比例仅约1%</strong>。</p><p style=\"text-align: left;\">SpaceX股票卖空比例如此之高，部分原因在于市场上可流通股票数量有限。大部分SpaceX股份仍由早期投资者持有，而这些投资者目前仍受到限售限制。</p><p style=\"text-align: left;\">在SpaceX于<strong>8月4日</strong>公布第二季度业绩后，将有更多股票解除限售并进入市场流通。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e82fa55bf155cbca1e4e6fbbf579ad5\" data-align=\"center\" tg-width=\"1082\" tg-height=\"970\"/><span></span></p><p style=\"text-align: left;\">近期SpaceX股价持续疲弱的原因之一，就是市场担心这些早期投资者一旦获准出售股票，可能会选择获利了结。</p><p style=\"text-align: left;\">截至周二开盘前，SpaceX股价已连续<strong>七个交易日</strong>下跌，累计跌幅达<strong>21%</strong>。</p><p style=\"text-align: left;\">目前，公司股价较接近<strong>226美元</strong>的历史最高点已下跌约<strong>47%</strong>，并且已连续<strong>三个交易日</strong>收于<strong>135美元IPO发行价</strong>以下。</p><p style=\"text-align: left;\">一次成功的星舰试飞或许能够提振股价，公司即将公布的财报也可能发挥同样作用。</p><p style=\"text-align: left;\">此外，较高的卖空比例也提高了发生**“空头挤压（Short Squeeze）”**的可能性。当股价上涨时，做空投资者可能被迫大量回补股票，从而进一步推高股价，并迫使更多空头继续买入以减少损失。</p><p style=\"text-align: left;\">SpaceX股票上市后的早期交易一直波动剧烈，而这种高波动性短期内可能不会结束。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克向做空SpaceX股票者发出严厉警告</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克向做空SpaceX股票者发出严厉警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-21 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">要点</h2><ul><li><p style=\"text-align: left;\"><strong>SpaceX（SPCX）股价周二上涨5%</strong>，结束此前连续<strong>七个交易日</strong>的下跌走势。在此期间，公司股价累计下跌<strong>21%</strong>。</p></li><li><p style=\"text-align: left;\">周一，SpaceX取消了一次搭载<strong>24颗Starlink（星链）卫星</strong>的**猎鹰9号（Falcon 9）<strong>火箭发射任务，此前还取消了</strong>星舰（Starship）**第13次试飞。</p></li><li><p style=\"text-align: left;\">首席执行官埃隆·马斯克（Elon Musk）<strong>向做空者发出警告。目前，可供交易的SpaceX股票中约有</strong>17%处于卖空状态。</p></li></ul><p style=\"text-align: left;\">SpaceX股票周二结束连续七个交易日的跌势，而当天开局表现不错。</p><p style=\"text-align: left;\">在早盘交易中，这家由埃隆·马斯克领导的<strong>航天与人工智能公司</strong>股价上涨<strong>5%</strong>，报<strong>126.31美元，市值 1.65 万亿美元</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b03cc692fbe5f009e0129821c33d108\" data-align=\"center\" tg-width=\"728\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">投资者需要消化多项最新消息。</p><p style=\"text-align: left;\">首先，SpaceX周一再次取消了一次火箭发射任务。一枚搭载<strong>24颗Starlink卫星</strong>的<strong>猎鹰9号火箭</strong>在发射前被迫中止升空。SpaceX表示，所搭载的有效载荷安全无虞。</p><p style=\"text-align: left;\">火箭发射中止并不罕见。而此次取消任务发生在公司刚刚取消<strong>星舰第13次试飞</strong>之后。当时由于发射前发现发动机存在问题，任务被迫取消。目前，这次试飞计划于<strong>7月23日</strong>进行。</p><p style=\"text-align: left;\">猎鹰9号至今已执行过<strong>数百次飞行任务</strong>，仅<strong>2026年</strong>就已完成<strong>80多次发射</strong>。</p><p style=\"text-align: left;\">相比之下，<strong>星舰</strong>仍处于研发阶段。这款大型、完全可重复使用的火箭旨在将进入轨道的成本较猎鹰9号降低约<strong>90%</strong>。更低的发射成本将使SpaceX能够开展更多项目，例如<strong>在太空建设人工智能数据中心</strong>。</p><p style=\"text-align: left;\">周一稍晚时候，首席执行官马斯克还向做空者发出警告。他在社交平台<strong>X</strong>上发文称，那些借入SpaceX股票并押注其股价下跌的机构，“生存概率很低”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4cff67c70733cd7e69af7c5177ed015\" data-align=\"center\" tg-width=\"1218\" tg-height=\"1134\"/><span></span></p><p style=\"text-align: left;\">目前，可供交易的SpaceX股票中约有17%已被卖空。对于一家大型科技公司而言，这是一个非常高的比例。</p><p style=\"text-align: left;\">作为对比，<strong>苹果公司（Apple）股票的卖空比例仅约1%</strong>。</p><p style=\"text-align: left;\">SpaceX股票卖空比例如此之高，部分原因在于市场上可流通股票数量有限。大部分SpaceX股份仍由早期投资者持有，而这些投资者目前仍受到限售限制。</p><p style=\"text-align: left;\">在SpaceX于<strong>8月4日</strong>公布第二季度业绩后，将有更多股票解除限售并进入市场流通。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e82fa55bf155cbca1e4e6fbbf579ad5\" data-align=\"center\" tg-width=\"1082\" tg-height=\"970\"/><span></span></p><p style=\"text-align: left;\">近期SpaceX股价持续疲弱的原因之一，就是市场担心这些早期投资者一旦获准出售股票，可能会选择获利了结。</p><p style=\"text-align: left;\">截至周二开盘前，SpaceX股价已连续<strong>七个交易日</strong>下跌，累计跌幅达<strong>21%</strong>。</p><p style=\"text-align: left;\">目前，公司股价较接近<strong>226美元</strong>的历史最高点已下跌约<strong>47%</strong>，并且已连续<strong>三个交易日</strong>收于<strong>135美元IPO发行价</strong>以下。</p><p style=\"text-align: left;\">一次成功的星舰试飞或许能够提振股价，公司即将公布的财报也可能发挥同样作用。</p><p style=\"text-align: left;\">此外，较高的卖空比例也提高了发生**“空头挤压（Short Squeeze）”**的可能性。当股价上涨时，做空投资者可能被迫大量回补股票，从而进一步推高股价，并迫使更多空头继续买入以减少损失。</p><p style=\"text-align: left;\">SpaceX股票上市后的早期交易一直波动剧烈，而这种高波动性短期内可能不会结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/842f11133a2bbe84803efa2c7b0cd4d3","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","LOFF":"2倍做多SpaceX ETF-Direxion","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178533666","content_text":"要点SpaceX（SPCX）股价周二上涨5%，结束此前连续七个交易日的下跌走势。在此期间，公司股价累计下跌21%。周一，SpaceX取消了一次搭载24颗Starlink（星链）卫星的**猎鹰9号（Falcon 9）火箭发射任务，此前还取消了星舰（Starship）**第13次试飞。首席执行官埃隆·马斯克（Elon Musk）向做空者发出警告。目前，可供交易的SpaceX股票中约有17%处于卖空状态。SpaceX股票周二结束连续七个交易日的跌势，而当天开局表现不错。在早盘交易中，这家由埃隆·马斯克领导的航天与人工智能公司股价上涨5%，报126.31美元，市值 1.65 万亿美元。投资者需要消化多项最新消息。首先，SpaceX周一再次取消了一次火箭发射任务。一枚搭载24颗Starlink卫星的猎鹰9号火箭在发射前被迫中止升空。SpaceX表示，所搭载的有效载荷安全无虞。火箭发射中止并不罕见。而此次取消任务发生在公司刚刚取消星舰第13次试飞之后。当时由于发射前发现发动机存在问题，任务被迫取消。目前，这次试飞计划于7月23日进行。猎鹰9号至今已执行过数百次飞行任务，仅2026年就已完成80多次发射。相比之下，星舰仍处于研发阶段。这款大型、完全可重复使用的火箭旨在将进入轨道的成本较猎鹰9号降低约90%。更低的发射成本将使SpaceX能够开展更多项目，例如在太空建设人工智能数据中心。周一稍晚时候，首席执行官马斯克还向做空者发出警告。他在社交平台X上发文称，那些借入SpaceX股票并押注其股价下跌的机构，“生存概率很低”。目前，可供交易的SpaceX股票中约有17%已被卖空。对于一家大型科技公司而言，这是一个非常高的比例。作为对比，苹果公司（Apple）股票的卖空比例仅约1%。SpaceX股票卖空比例如此之高，部分原因在于市场上可流通股票数量有限。大部分SpaceX股份仍由早期投资者持有，而这些投资者目前仍受到限售限制。在SpaceX于8月4日公布第二季度业绩后，将有更多股票解除限售并进入市场流通。近期SpaceX股价持续疲弱的原因之一，就是市场担心这些早期投资者一旦获准出售股票，可能会选择获利了结。截至周二开盘前，SpaceX股价已连续七个交易日下跌，累计跌幅达21%。目前，公司股价较接近226美元的历史最高点已下跌约47%，并且已连续三个交易日收于135美元IPO发行价以下。一次成功的星舰试飞或许能够提振股价，公司即将公布的财报也可能发挥同样作用。此外，较高的卖空比例也提高了发生**“空头挤压（Short Squeeze）”**的可能性。当股价上涨时，做空投资者可能被迫大量回补股票，从而进一步推高股价，并迫使更多空头继续买入以减少损失。SpaceX股票上市后的早期交易一直波动剧烈，而这种高波动性短期内可能不会结束。","news_type":1,"symbols_score_info":{"SNK":0.6,"SPAL":0.6,"LOFF":0.6,"SPCG":0.6,"SPCF":0.6,"SPAX":0.6,"SPCM":0.6,"SPCH":0.6,"SSPC":0.6,"SPCU":0.6,"SPCQ":0.6,"SPCX":2}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587740025615928,"gmtCreate":1784522729094,"gmtModify":1784522730894,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"先官宣自己是l3再画饼吧","listText":"先官宣自己是l3再画饼吧","text":"先官宣自己是l3再画饼吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587740025615928","repostId":"2652645652","repostType":2,"repost":{"id":"2652645652","kind":"news","pubTimestamp":1784517496,"share":"https://www.laohunote.com/m/news/2652645652?lang=zh_CN&edition=full","pubTime":"2026-07-20 11:18","market":"sh","language":"zh","title":"马斯克：特斯拉FSD会模仿你的驾驶风格 越开越像自己开","url":"https://stock-news.laohu8.com/highlight/detail?id=2652645652","media":"快科技","summary":"预计特斯拉将在今年晚些时候或明年初推出下一代消费者版FSD大版本FSD v15，该版本预计将带来约10倍规模的模型参数提升，进一步增强自动驾驶能力。","content":"<html><body><p>快科技7月20日消息，埃隆·马斯克已确认<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD（Full Self-Driving）软件正在从过去的“通用型、一套方案适用于所有用户”的驾驶系统，转变为真正的个性化驾驶系统。</p><p>近日，一名特斯拉FSD用户在X平台上抱怨，车辆经常会在不该离开的位置驶出高载客车道或快速车道，主动退出左侧高效车道后进入拥堵车流，而旁边最左侧车道上的车辆仍然畅通无阻，非常令人烦恼。</p><p>对此，<strong>马斯克回应称：“车辆将开始记住你具体的人工干预行为，并根据每个人的个人偏好进行调整。”</strong></p><p><img src=\"https://x0.ifengimg.com/res/2026/595D1E75C77D82D64169CAB415D0A03D4AC50426_size92_w448_h434.jpg\"/></p><p>人类驾驶员并不会在所有情况下做出完全相同的选择，但过去的FSD更倾向于学习一种统一的驾驶方式。未来，FSD很可能会针对同一种场景，学习多种不同的处理方式。</p><p>最明显的例子是停车。不同人停车习惯完全不同，有人喜欢倒车入库，有人习惯车头朝前驶入。</p><p><strong>当系统掌握多种停车模式后，可以观察用户平时的操作习惯，并匹配最接近用户偏好的驾驶模型。这种个性化能力不仅应用于停车，也会覆盖更多常见驾驶场景。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2026/B93F488E0874E091365DED2AF6871D5C25B201C7_size57_w600_h375.jpg\"/></p><p>实际上，特斯拉车辆目前已提供高载客车辆（HOV）车道偏好设置，用户可在“控制 &gt; 导航 &gt; 使用HOV车道”中调整，也可通过语音指令开启或关闭。</p><p>近期更新进一步简化为三个选项：“自动”通过车内摄像头判断用户是否满足时间、地点及乘员数量要求；“是”强制车辆在存在HOV车道时使用该车道；“否”完全禁止车辆进入HOV车道。</p><p><strong>此外，特斯拉近期推出了FSD接管反馈菜单，每当驾驶员从FSD手中接管车辆时，该菜单都会出现，让用户反馈接管原因。</strong></p><p>这些反馈数据可能正在帮助特斯拉判断哪些问题最需要优先解决。停车是目前导致FSD被用户接管的最常见原因之一，马斯克暗示的新能力很可能首先改善停车体验。</p><p>这一方向也延续了马斯克此前透露的信息：未来版本的FSD将学习用户的停车习惯，让车辆在日常地点如家里、办公室或孩子学校附近，总能停到用户喜欢的位置。</p><p>预计特斯拉将在今年晚些时候或明年初推出下一代消费者版FSD大版本FSD v15，该版本预计将带来约10倍规模的模型参数提升，进一步增强自动驾驶能力。</p><p><img src=\"https://x0.ifengimg.com/res/2026/A7B75862B9D71E9192F39BD1369AD49926C563CD_size447_w600_h383.png\"/></p></body></html>","source":"fenghuang_stock","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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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：特斯拉FSD会模仿你的驾驶风格 越开越像自己开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8uuVdG3Mtwq><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技7月20日消息，埃隆·马斯克已确认特斯拉FSD（Full Self-Driving）软件正在从过去的“通用型、一套方案适用于所有用户”的驾驶系统，转变为真正的个性化驾驶系统。近日，一名特斯拉FSD用户在X平台上抱怨，车辆经常会在不该离开的位置驶出高载客车道或快速车道，主动退出左侧高效车道后进入拥堵车流，而旁边最左侧车道上的车辆仍然畅通无阻，非常令人烦恼。对此，马斯克回应称：“车辆将开始记住你...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uuVdG3Mtwq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 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ETF"},"source_url":"https://tech.ifeng.com/c/8uuVdG3Mtwq","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652645652","content_text":"快科技7月20日消息，埃隆·马斯克已确认特斯拉FSD（Full Self-Driving）软件正在从过去的“通用型、一套方案适用于所有用户”的驾驶系统，转变为真正的个性化驾驶系统。近日，一名特斯拉FSD用户在X平台上抱怨，车辆经常会在不该离开的位置驶出高载客车道或快速车道，主动退出左侧高效车道后进入拥堵车流，而旁边最左侧车道上的车辆仍然畅通无阻，非常令人烦恼。对此，马斯克回应称：“车辆将开始记住你具体的人工干预行为，并根据每个人的个人偏好进行调整。”人类驾驶员并不会在所有情况下做出完全相同的选择，但过去的FSD更倾向于学习一种统一的驾驶方式。未来，FSD很可能会针对同一种场景，学习多种不同的处理方式。最明显的例子是停车。不同人停车习惯完全不同，有人喜欢倒车入库，有人习惯车头朝前驶入。当系统掌握多种停车模式后，可以观察用户平时的操作习惯，并匹配最接近用户偏好的驾驶模型。这种个性化能力不仅应用于停车，也会覆盖更多常见驾驶场景。实际上，特斯拉车辆目前已提供高载客车辆（HOV）车道偏好设置，用户可在“控制 > 导航 > 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机器人，自动出租依然是块没有盈利的饼，继续下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 488接盘的兄弟也太可怜了，估计得等一两年了（前提是马大炮靠谱）光靠梦想果然不行啊，还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了，那么多优惠政策也完不成任务[开心]&nbsp; 机器人，自动出租依然是块没有盈利的饼，继续下跌","text":"$特斯拉(TSLA)$ 488接盘的兄弟也太可怜了，估计得等一两年了（前提是马大炮靠谱）光靠梦想果然不行啊，还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了，那么多优惠政策也完不成任务[开心] 机器人，自动出租依然是块没有盈利的饼，继续下跌","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/388293509525656","isVote":1,"tweetType":1,"viewCount":11664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/5f6049b2d05961871c854c34053f3cba","crmLevel":4,"crmLevelSwitch":1,"idStr":"3496384095022760","authorIdStr":"3496384095022760"},"content":"长期看好，FSD和cyber truck 落地中国的时候，就是股价上涨到1000的时候。","text":"长期看好，FSD和cyber truck 落地中国的时候，就是股价上涨到1000的时候。","html":"长期看好，FSD和cyber truck 落地中国的时候，就是股价上涨到1000的时候。"},{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":3,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","text":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","html":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420633987400264,"gmtCreate":1743724588763,"gmtModify":1743724590282,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 得到十块以下了，半导体行业挺害怕通胀和衰退的","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 得到十块以下了，半导体行业挺害怕通胀和衰退的","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 得到十块以下了，半导体行业挺害怕通胀和衰退的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/420633987400264","isVote":1,"tweetType":1,"viewCount":5697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3457299282858406","authorIdStr":"3457299282858406"},"content":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅","text":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅","html":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅"},{"author":{"id":"4092899621702560","authorId":"4092899621702560","name":"pzxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4092899621702560","authorIdStr":"4092899621702560"},"content":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了","text":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了","html":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289300674449728,"gmtCreate":1711652947561,"gmtModify":1711652949220,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 转灯成功，下周迎接销量暴击开始新一波下[冷漠]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 转灯成功，下周迎接销量暴击开始新一波下[冷漠]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 转灯成功，下周迎接销量暴击开始新一波下[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/289300674449728","isVote":1,"tweetType":1,"viewCount":5664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"小米今年只有7万的产能，对特斯拉造成不了太大的威胁，空头手中的筹码已经太多了，跌到130，空头和多头都会巨亏，也不符合空头金主们的利益，毕竟他们已经开启电动化，没有特斯拉的充电桩，通用，福特都得玩完，现在谁求谁心里没的数吗？","text":"小米今年只有7万的产能，对特斯拉造成不了太大的威胁，空头手中的筹码已经太多了，跌到130，空头和多头都会巨亏，也不符合空头金主们的利益，毕竟他们已经开启电动化，没有特斯拉的充电桩，通用，福特都得玩完，现在谁求谁心里没的数吗？","html":"小米今年只有7万的产能，对特斯拉造成不了太大的威胁，空头手中的筹码已经太多了，跌到130，空头和多头都会巨亏，也不符合空头金主们的利益，毕竟他们已经开启电动化，没有特斯拉的充电桩，通用，福特都得玩完，现在谁求谁心里没的数吗？"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"$特斯拉(TSLA)$ 150以下基本上没得说了，除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","text":"$特斯拉(TSLA)$ 150以下基本上没得说了，除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","html":"$特斯拉(TSLA)$ 150以下基本上没得说了，除非马大炮还有什么新饼可以画。财报暴雷也跑不了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420853731193344,"gmtCreate":1743778133261,"gmtModify":1743778149609,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最好的做空标的！做空特斯拉，报复教主让他破产。马斯克和特朗普终将被历史铭记，让贸易战来得更猛烈些吧！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最好的做空标的！做空特斯拉，报复教主让他破产。马斯克和特朗普终将被历史铭记，让贸易战来得更猛烈些吧！","text":"$特斯拉(TSLA)$ 最好的做空标的！做空特斯拉，报复教主让他破产。马斯克和特朗普终将被历史铭记，让贸易战来得更猛烈些吧！","images":[{"img":"https://static.tigerbbs.com/f8db30745c5d43a8654eb5f4ea465191","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/420853731193344","isVote":1,"tweetType":1,"viewCount":4842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3516020237512742","authorIdStr":"3516020237512742"},"content":"下周还能继续做空特斯拉吗？？","text":"下周还能继续做空特斯拉吗？？","html":"下周还能继续做空特斯拉吗？？"},{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3461586073682313","authorIdStr":"3461586073682313"},"content":"这么下去，做空特斯拉，财富自由了","text":"这么下去，做空特斯拉，财富自由了","html":"这么下去，做空特斯拉，财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}