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画饼仙人马斯克
信徒基本守则: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
08-14 23:28
$特斯拉(TSLA)$
跌得太少吧
画饼仙人马斯克
08-14 22:42
迟到30年也是迟到
马斯克怒了!向特斯拉空头下最后通牒
画饼仙人马斯克
08-14 20:43
这个世界最不值钱的就是教主的承诺了
7小时0接管!特斯拉发布史上最长FSD演示,马斯克承诺升级自动充电,开车还能像打游戏
画饼仙人马斯克
08-14 20:38
[得意] 等你一波拉到500,大规模自动驾驶十年时间够吗?
马斯克警告:平掉特斯拉的空头头寸,否则将遭重创
画饼仙人马斯克
08-14 01:00
典型的贼喊捉贼
争执升级!马斯克威胁苹果并称 OpenAI奥尔特曼为“骗子”
画饼仙人马斯克
08-14 01:00
典型的贼喊捉贼
争执升级!马斯克威胁苹果并称 OpenAI奥尔特曼为“骗子”
画饼仙人马斯克
08-13 11:42
别出事还好,出事了秒删本地数据责任推得干干净净起诉无门。
马斯克:特斯拉奥斯汀Robotaxi服务将于9月向公众开放
画饼仙人马斯克
08-12 22:50
$特斯拉(TSLA)$
转灯转灯,赶紧发x救一下
画饼仙人马斯克
08-12
嘴硬教主
马斯克称特斯拉Semi将在明年开始大批量生产 工厂建设在平稳推进
画饼仙人马斯克
08-12
没看到最近一堆一堆烟雾弹?教主拿钱了肯定要想办法拉升股价。昨天还有个特斯拉高管放消息具体是哪个高管也没说
画饼仙人马斯克
08-11
$特斯拉(TSLA)$
和邪教的斗争是长期的,教主拿钱办事了。
画饼仙人马斯克
08-11
[弱] 美国的都玩不明白,这高管的名字是什么?
特斯拉高管:将在部分亚洲市场推出Robotaxi
画饼仙人马斯克
08-08
[弱] 十万亿教主退休都到不了,先想着怎么蒙混过后面几次财报吧。
马斯克据称解散Dojo超算团队,特斯拉自研AI芯片计划遇挫
画饼仙人马斯克
08-07
2013到2025投资微软又会赚多少呢?历史不代表未来,更何况是画饼的未来
马斯克暗示15万买特斯拉股票能成百万富翁
画饼仙人马斯克
08-07
绩差股特斯拉又靠教主一个烟雾弹拉升约4%,教主收钱不白收
画饼仙人马斯克
08-07
论无中生有哪有教主厉害呀,一个x还不一定按时发布的东西操控股价上涨。论邪恶谁能比得过教主呢?四处私聊女生要孩子,道德首先就有问题。还有带货赚钱操控股价不过是稀松平常。
汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?
画饼仙人马斯克
08-06
教主控盘真的是厉害的..放这种烟雾弹出来
特斯拉涨超3%,正测试升级版的全自动驾驶模型
画饼仙人马斯克
08-06
不吹特斯拉的都是烂的[开心]
汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?
画饼仙人马斯克
08-06
$特斯拉(TSLA)$
利好都是梦想,坚信特斯拉会成功?那可未必。
汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?
画饼仙人马斯克
08-06
$特斯拉(TSLA)$
谁敢踢掉教主啊,教主没了核心信徒们怕不是要跑九成。感谢教主一年时间把股价从488做到了300还能拿差不多300亿的酬劳。
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跌得太少吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467633755648320","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467621611987368,"gmtCreate":1755182540706,"gmtModify":1755182542520,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"迟到30年也是迟到","listText":"迟到30年也是迟到","text":"迟到30年也是迟到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467621611987368","repostId":"2559996868","repostType":2,"repost":{"id":"2559996868","kind":"news","pubTimestamp":1755173149,"share":"https://www.laohu8.com/m/news/2559996868?lang=&edition=full","pubTime":"2025-08-14 20:05","market":"us","language":"zh","title":"马斯克怒了!向特斯拉空头下最后通牒","url":"https://stock-news.laohu8.com/highlight/detail?id=2559996868","media":"电车界","summary":"电车界8月14日消息据teslarati报道,埃隆·马斯克向特斯拉的空头们发出了严厉警告:如果他们不在特斯拉实现自动驾驶技术规模化应用前平仓离场,后果将不堪设想。马斯克过去也发表过类似言论,但这一次,特斯拉空头或许应该认真听取他的话。马斯克的空头警告这位特斯拉CEO的最新表态,源于对散户股东兼支持者亚历山德拉默茨的回应。马斯克在回复中表示,特斯拉空头的时间已经不多了。","content":"<html><body><article><p>点击上面↑<strong>“电车界”</strong><strong>关注</strong><strong>,</strong><strong>记得加“星标”!</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250814205650910v201j1cofxxmlkp\"/><p>电车界8月14日消息</p><p>据teslarati报道,埃隆·马斯克向<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的空头们发出了严厉警告:如果他们不在特斯拉实现自动驾驶技术规模化应用前平仓离场,后果将不堪设想。</p><p>马斯克过去也发表过类似言论,但这一次,特斯拉空头或许应该认真听取他的话。</p><p>马斯克的空头警告</p><p>这位特斯拉CEO的最新表态,源于对散户股东兼支持者亚历山德拉・默茨的回应。</p><p>默茨此前列出了这家电动汽车制造商的空头名单,其中包括三菱<a href=\"https://laohu8.com/S/688531\">日联</a>证券欧洲中东非洲分部、简街集团、清洁能源转型有限责任合伙公司和城堡投资顾问公司等。</p><p>据这位散户投资者透露,部分特斯拉空头(如百达银行)近期已在减持空头头寸。</p><p>马斯克在回复中表示,特斯拉空头的时间已经不多了。他认为,特斯拉股东在自动驾驶技术落地前平仓才是明智之举,否则将血本无归。</p><p>“如果他们不在特斯拉实现规模化自动驾驶前平仓,就会被彻底击溃。”马斯克在帖子中写道。</p><p>特斯拉的自动驾驶计划</p><p>特斯拉空头通常忽视公司在全自动驾驶(FSD)项目上的进展——该系统目前已在奥斯汀和旧金山湾区的试点打车服务中投入使用。</p><p>尽管特斯拉实现自动驾驶的时间比预期更长,马斯克本人也承认多年来因“喊狼来了”式的FSD宣传备受质疑,但今年自动驾驶技术似乎真的即将落地。</p><p>特斯拉的无监督FSD系统已应用于Robotaxi服务,FSD V14版本也即将发布。</p><p>马斯克在回应X平台用户伊恩·N时强调了这一点。</p><p>伊恩指出,奥迪、宝马、菲亚特-克莱斯勒、<a href=\"https://laohu8.com/S/F\">福特</a>、通用、本田、奔驰、大众和丰田等众多车企都曾承诺推出自动驾驶系统,最终却纷纷落空。</p><p>因此,尽管特斯拉的自动驾驶功能推出时间较晚,但它是目前唯一一家兑现承诺的车企。</p><p>马斯克认同这一观点,并发帖称:“我或许会迟到,但最终总会兑现承诺。”</p><p>你也可以关注其他账号内容。</p><p>扫码加入电车界车友群!!!</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250814205709a6e6287f&s=b><strong>电车界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击上面↑“电车界”关注,记得加“星标”!电车界8月14日消息据teslarati报道,埃隆·马斯克向特斯拉的空头们发出了严厉警告:如果他们不在特斯拉实现自动驾驶技术规模化应用前平仓离场,后果将不堪设想。马斯克过去也发表过类似言论,但这一次,特斯拉空头或许应该认真听取他的话。马斯克的空头警告这位特斯拉CEO的最新表态,源于对散户股东兼支持者亚历山德拉・默茨的回应。默茨此前列出了这家电动汽车制造商的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250814205709a6e6287f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","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","BK4516":"特朗普概念","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) 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SGD-H","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSYW.SI":"TESLA 3xLongSG261006","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250814205709a6e6287f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2559996868","content_text":"点击上面↑“电车界”关注,记得加“星标”!电车界8月14日消息据teslarati报道,埃隆·马斯克向特斯拉的空头们发出了严厉警告:如果他们不在特斯拉实现自动驾驶技术规模化应用前平仓离场,后果将不堪设想。马斯克过去也发表过类似言论,但这一次,特斯拉空头或许应该认真听取他的话。马斯克的空头警告这位特斯拉CEO的最新表态,源于对散户股东兼支持者亚历山德拉・默茨的回应。默茨此前列出了这家电动汽车制造商的空头名单,其中包括三菱日联证券欧洲中东非洲分部、简街集团、清洁能源转型有限责任合伙公司和城堡投资顾问公司等。据这位散户投资者透露,部分特斯拉空头(如百达银行)近期已在减持空头头寸。马斯克在回复中表示,特斯拉空头的时间已经不多了。他认为,特斯拉股东在自动驾驶技术落地前平仓才是明智之举,否则将血本无归。“如果他们不在特斯拉实现规模化自动驾驶前平仓,就会被彻底击溃。”马斯克在帖子中写道。特斯拉的自动驾驶计划特斯拉空头通常忽视公司在全自动驾驶(FSD)项目上的进展——该系统目前已在奥斯汀和旧金山湾区的试点打车服务中投入使用。尽管特斯拉实现自动驾驶的时间比预期更长,马斯克本人也承认多年来因“喊狼来了”式的FSD宣传备受质疑,但今年自动驾驶技术似乎真的即将落地。特斯拉的无监督FSD系统已应用于Robotaxi服务,FSD V14版本也即将发布。马斯克在回应X平台用户伊恩·N时强调了这一点。伊恩指出,奥迪、宝马、菲亚特-克莱斯勒、福特、通用、本田、奔驰、大众和丰田等众多车企都曾承诺推出自动驾驶系统,最终却纷纷落空。因此,尽管特斯拉的自动驾驶功能推出时间较晚,但它是目前唯一一家兑现承诺的车企。马斯克认同这一观点,并发帖称:“我或许会迟到,但最终总会兑现承诺。”你也可以关注其他账号内容。扫码加入电车界车友群!!!","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467590909206672,"gmtCreate":1755175439111,"gmtModify":1755175440860,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"这个世界最不值钱的就是教主的承诺了","listText":"这个世界最不值钱的就是教主的承诺了","text":"这个世界最不值钱的就是教主的承诺了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467590909206672","repostId":"2559930246","repostType":2,"repost":{"id":"2559930246","kind":"news","pubTimestamp":1755154955,"share":"https://www.laohu8.com/m/news/2559930246?lang=&edition=full","pubTime":"2025-08-14 15:02","market":"us","language":"zh","title":"7小时0接管!特斯拉发布史上最长FSD演示,马斯克承诺升级自动充电,开车还能像打游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2559930246","media":"智能车参考","summary":"FSD 7小时0接管,充电新功能要来了特斯拉刚发布了最新的FSD演示视频,从旧金山开到洛杉矶,全程362英里。到目前为止,这是特斯拉公开的耗时最长的FSD演示视频,并且这个版本,很可能就是之后面向私人车主推出的版本。特斯拉现在的可视化功能,是在中央屏幕上,显示车辆及其周围环境,并在自动驾驶或全自动驾驶模式下显示行驶路线。特斯拉转用UE,可以更逼真地呈现车辆周围环境,开车就像打游戏一样,改善驾驶员的视觉体验。","content":"<html><body><p>杰西卡 发自 副驾寺</p><p>智能车参考 | 公众号 AI4Auto</p><p>FSD又进化到哪一步了?</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在社交平台上,最新发布了有史以来<strong>耗时最长</strong>的FSD演示视频:</p><p>从旧金山到洛杉矶,全程7小时、<strong>5</strong><strong>80公里</strong>,行驶过程零人工干预。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>有人直呼“疯狂”,但有人认为美中不足,这个完全自动还不够“完全”,需要操作员下车<strong>人工充电</strong>,并且自动驶入超充站的成功率也不够高。</p><p>马斯克很快现身说法,承诺FSD的充电新功能,很快就会实现。</p><p>FSD 7小时0接管,充电新功能要来了</p><p>特斯拉刚发布了最新的<strong>FSD</strong>演示视频,从旧金山开到洛杉矶,全程<strong>362英里</strong>(约<strong>583公里</strong>)。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>视频里,主驾位置的操作员始终没有任何触碰方向盘的动作,整个行驶过程持续了近7个小时,其中包括去超充站充电的时间。</p><p>这里能看到是,在行驶了三分之二路程时,操作员下了车去充电。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>到目前为止,这是特斯拉公开的<strong>耗时最长</strong>的FSD演示视频,并且这个版本,很可能就是之后面向私人车主推出的版本。</p><p>视频下的评论区,很多人都在感叹自动驾驶发展之快,还有人直呼疯狂。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>不过,也有人提出了其中问题,就是<strong>充电</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>有位车主表示,特斯拉仍需要解决<strong>自动驶入超充站</strong>的问题,就他的使用情况来看,成功率并不高。</p><p>他的评论很快得到了马斯克的回复:这项功能,未来将在软件更新后实现。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>马斯克承诺,车主在前往超级充电站之前,可以查看<strong>有多少个车位</strong>,以及具体是<strong>哪些车位可用</strong>,这样特斯拉就能识别这些车位并自动停放,停放能力将更加可靠。</p><p>这项看起来不太起眼的功能,对于拥有FSD的车主来说会方便很多,对Robotaxi而言更是意义非凡。</p><p>因为按照特斯拉的计划,明年会让车主加入其Robotaxi车队,车主不用车时,可以让自己的车辆出去跑出租赚外快。</p><p>但这种模式能不能行得通,<strong>解决自动充电</strong>就是需要迈过的首要门槛。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>这个自动充电的过程,可以分为两部分:</p><p>一部分是准确地自动驶入充电点,也正是马斯克承诺要升级的功能。</p><p>另一部分,就是无需人工干预,让超级充电桩和车辆自动完成连接和充电。</p><p>之前特斯拉的设想方案是<strong>“蛇臂充电”</strong>,像蛇形一样的充电器可以感应到汽车充电口,然后自动插入充电。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>不过,这种方案实现起来难度不小,比如马斯克曾透露,做好金属齿轮蛇形自动耦合器,就是个重要难题。</p><p>所以特斯拉换了个思路,目前正在尝试的是<strong>无线充电</strong>。</p><p>特斯拉在2023年曾收购过一家无线充电公司,名为Wiferion,这家公司曾凭借着低损耗无线充电,五年里拿下了上百家企业订单,售出8000多套设备。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>当然,采用这种充电方式更是不简单,包括能量损耗、充电距离较小、功率提升困难等问题,要等到特斯拉的研发成果,可能还需要时间。</p><p>如果自动充电的问题全部解决,那么特斯拉Robotaxi既能让车主加入,扩大车队规模,又能全天候运营,不必考虑充电时间。</p><p>尽管现在还没真正看到落地,不过从Robotaxi的运营范围上,已经可以看出特斯拉在为那一天做准备了。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>特斯拉的Robotaxi车队,目前在美国得州奥斯汀和加州湾区内运营,并且正在申请内华达州、亚利桑那州和佛罗里达州等其他几个州的批准,朝着“今年年底前,一半美国人坐上Robotaxi”的目标狂奔。</p><p>最新进展是,即将进军的下一城在<strong>纽约</strong>。纽约有一个特点,就是很多人没有车,所以叫出租车的需求旺盛。</p><p>特斯拉现在需要等待测试自动驾驶汽车的批准,不过已经“粮草先行”,开始在纽约招聘自动驾驶车辆操作员,要求自动驾驶车辆司机有“出色的驾驶技能”。</p><p>什么时候落地纽约未可知,但特斯拉Robotaxi将为纽约带来的巨变,外界已经可以预见了。</p><p>有外媒分析,特斯拉Robotaxi进入纽约后,可能会“击溃”纽约的标志性黄色出租车,快速占据上风。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>原因大致有三:</p><p>其一,是<strong>运营成本和票价更低</strong>,纽约实施的是出租车特许经营制度,出租车司机需要支付高昂的牌照费用,买一辆特斯拉的Robotaxi运营,费用要划算得多,而乘客选择Robotaxi,也不需要给小费福利等等。</p><p>其二,就是Robotaxi可以在全天<strong>不间断运营</strong>,夜间也能保证车队运营数量。</p><p>一旦私人车主也能加入这种Robotaxi平台,那么打车要等的时间,将远远比传统出租车短。</p><p>其三,就是特斯拉的Robotaxi会提供相对更好的乘车体验,比如乘客能自行选择车厢温度和音乐,增设的后屏幕还能选择各种游戏或YouTube视频。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>△</strong></p><p>图源:Ethan McKanna</p><p>当然,这些想象还是建立在Robotaxi拿到许可,并且充电问题得到解决之上。</p><p>而FSD的新功能,除了充电以外,还有一项很有趣的升级,也一起被曝光了。</p><p>虚幻引擎上车,开车很快就像打游戏</p><p>一位名为“greentheonly”的特斯拉黑客,最近通过特斯拉2025.20固件中的代码发现,公司正计划对Autopilot的<strong>驾驶员可视化功能</strong>进行重大升级。</p><p>特斯拉现在的可视化功能,是在<strong>中央屏幕</strong>上,显示车辆及其周围环境,并在自动驾驶或全自动驾驶模式下显示行驶路线。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>虽然多年来,特斯拉的可视化功能一直在慢慢改进,还加入了行人、其他车辆的形状等信息,不过如此重大的改进,这几年还是头一次。</p><p>这位黑客表示,特斯拉计划用<strong>UE(虚幻引擎)</strong>实现自动驾驶可视化,而现在正使用的引擎则是<strong>“基于Godot”</strong>的。</p><p>而且据他透露,这项功能已经在基于<a href=\"https://laohu8.com/S/AMD\">AMD</a>处理器的Model S/X车型上,但还没有被激活。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>简单介绍一下,<strong>UE</strong>是一款3D计算机图形游戏引擎,由热门游戏《堡垒之夜》的开发商Epic Games开发,目前最新版本是<strong>UE5</strong>,UE6预计会在2027年或2028年发布。</p><p>而<strong>Godot</strong>,同样也是一款游戏引擎,适用于2D或中小型3D项目。</p><p>两者不同之处在于,Godot是轻量级的开源引擎,安装包只有8GB,而UE属于商业引擎,资源库、图形渲染能力相对更强大。</p><p>特斯拉转用UE,可以更逼真地呈现车辆周围环境,开车就像打游戏一样,改善驾驶员的视觉体验。</p><p>大概会像这样:</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>这种开车就像玩游戏的体验,国内现在已经有小的尝试了:</p><p>小鹏发布全新P7时,推出了一项<strong>“路怒消消气”</strong>功能,通过HUD和发射道具结合来实现。</p><p>车主设置方向盘自定义按键后,可以点击触发“打怪”功能,向周围的车丢玩具包。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>看来,如何让开车更有趣,又是一个新赛道啊。</p></body></html>","source":"ifeng_tech","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>7小时0接管!特斯拉发布史上最长FSD演示,马斯克承诺升级自动充电,开车还能像打游戏</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://x0.ifengimg.com/ucms/2025_33/6DAD4133AAA6B0B40DBB31AE4F9BB3E0BDDA7EF3_size666_w1080_h598.png","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL 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INC"},"source_url":"https://tech.ifeng.com/c/8lnrnkLbQmA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559930246","content_text":"杰西卡 发自 副驾寺智能车参考 | 公众号 AI4AutoFSD又进化到哪一步了?特斯拉在社交平台上,最新发布了有史以来耗时最长的FSD演示视频:从旧金山到洛杉矶,全程7小时、580公里,行驶过程零人工干预。有人直呼“疯狂”,但有人认为美中不足,这个完全自动还不够“完全”,需要操作员下车人工充电,并且自动驶入超充站的成功率也不够高。马斯克很快现身说法,承诺FSD的充电新功能,很快就会实现。FSD 7小时0接管,充电新功能要来了特斯拉刚发布了最新的FSD演示视频,从旧金山开到洛杉矶,全程362英里(约583公里)。视频里,主驾位置的操作员始终没有任何触碰方向盘的动作,整个行驶过程持续了近7个小时,其中包括去超充站充电的时间。这里能看到是,在行驶了三分之二路程时,操作员下了车去充电。到目前为止,这是特斯拉公开的耗时最长的FSD演示视频,并且这个版本,很可能就是之后面向私人车主推出的版本。视频下的评论区,很多人都在感叹自动驾驶发展之快,还有人直呼疯狂。不过,也有人提出了其中问题,就是充电。有位车主表示,特斯拉仍需要解决自动驶入超充站的问题,就他的使用情况来看,成功率并不高。他的评论很快得到了马斯克的回复:这项功能,未来将在软件更新后实现。马斯克承诺,车主在前往超级充电站之前,可以查看有多少个车位,以及具体是哪些车位可用,这样特斯拉就能识别这些车位并自动停放,停放能力将更加可靠。这项看起来不太起眼的功能,对于拥有FSD的车主来说会方便很多,对Robotaxi而言更是意义非凡。因为按照特斯拉的计划,明年会让车主加入其Robotaxi车队,车主不用车时,可以让自己的车辆出去跑出租赚外快。但这种模式能不能行得通,解决自动充电就是需要迈过的首要门槛。这个自动充电的过程,可以分为两部分:一部分是准确地自动驶入充电点,也正是马斯克承诺要升级的功能。另一部分,就是无需人工干预,让超级充电桩和车辆自动完成连接和充电。之前特斯拉的设想方案是“蛇臂充电”,像蛇形一样的充电器可以感应到汽车充电口,然后自动插入充电。不过,这种方案实现起来难度不小,比如马斯克曾透露,做好金属齿轮蛇形自动耦合器,就是个重要难题。所以特斯拉换了个思路,目前正在尝试的是无线充电。特斯拉在2023年曾收购过一家无线充电公司,名为Wiferion,这家公司曾凭借着低损耗无线充电,五年里拿下了上百家企业订单,售出8000多套设备。当然,采用这种充电方式更是不简单,包括能量损耗、充电距离较小、功率提升困难等问题,要等到特斯拉的研发成果,可能还需要时间。如果自动充电的问题全部解决,那么特斯拉Robotaxi既能让车主加入,扩大车队规模,又能全天候运营,不必考虑充电时间。尽管现在还没真正看到落地,不过从Robotaxi的运营范围上,已经可以看出特斯拉在为那一天做准备了。特斯拉的Robotaxi车队,目前在美国得州奥斯汀和加州湾区内运营,并且正在申请内华达州、亚利桑那州和佛罗里达州等其他几个州的批准,朝着“今年年底前,一半美国人坐上Robotaxi”的目标狂奔。最新进展是,即将进军的下一城在纽约。纽约有一个特点,就是很多人没有车,所以叫出租车的需求旺盛。特斯拉现在需要等待测试自动驾驶汽车的批准,不过已经“粮草先行”,开始在纽约招聘自动驾驶车辆操作员,要求自动驾驶车辆司机有“出色的驾驶技能”。什么时候落地纽约未可知,但特斯拉Robotaxi将为纽约带来的巨变,外界已经可以预见了。有外媒分析,特斯拉Robotaxi进入纽约后,可能会“击溃”纽约的标志性黄色出租车,快速占据上风。原因大致有三:其一,是运营成本和票价更低,纽约实施的是出租车特许经营制度,出租车司机需要支付高昂的牌照费用,买一辆特斯拉的Robotaxi运营,费用要划算得多,而乘客选择Robotaxi,也不需要给小费福利等等。其二,就是Robotaxi可以在全天不间断运营,夜间也能保证车队运营数量。一旦私人车主也能加入这种Robotaxi平台,那么打车要等的时间,将远远比传统出租车短。其三,就是特斯拉的Robotaxi会提供相对更好的乘车体验,比如乘客能自行选择车厢温度和音乐,增设的后屏幕还能选择各种游戏或YouTube视频。△图源:Ethan McKanna当然,这些想象还是建立在Robotaxi拿到许可,并且充电问题得到解决之上。而FSD的新功能,除了充电以外,还有一项很有趣的升级,也一起被曝光了。虚幻引擎上车,开车很快就像打游戏一位名为“greentheonly”的特斯拉黑客,最近通过特斯拉2025.20固件中的代码发现,公司正计划对Autopilot的驾驶员可视化功能进行重大升级。特斯拉现在的可视化功能,是在中央屏幕上,显示车辆及其周围环境,并在自动驾驶或全自动驾驶模式下显示行驶路线。虽然多年来,特斯拉的可视化功能一直在慢慢改进,还加入了行人、其他车辆的形状等信息,不过如此重大的改进,这几年还是头一次。这位黑客表示,特斯拉计划用UE(虚幻引擎)实现自动驾驶可视化,而现在正使用的引擎则是“基于Godot”的。而且据他透露,这项功能已经在基于AMD处理器的Model S/X车型上,但还没有被激活。简单介绍一下,UE是一款3D计算机图形游戏引擎,由热门游戏《堡垒之夜》的开发商Epic Games开发,目前最新版本是UE5,UE6预计会在2027年或2028年发布。而Godot,同样也是一款游戏引擎,适用于2D或中小型3D项目。两者不同之处在于,Godot是轻量级的开源引擎,安装包只有8GB,而UE属于商业引擎,资源库、图形渲染能力相对更强大。特斯拉转用UE,可以更逼真地呈现车辆周围环境,开车就像打游戏一样,改善驾驶员的视觉体验。大概会像这样:这种开车就像玩游戏的体验,国内现在已经有小的尝试了:小鹏发布全新P7时,推出了一项“路怒消消气”功能,通过HUD和发射道具结合来实现。车主设置方向盘自定义按键后,可以点击触发“打怪”功能,向周围的车丢玩具包。看来,如何让开车更有趣,又是一个新赛道啊。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467593464566256,"gmtCreate":1755175127241,"gmtModify":1755175129236,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"[得意] 等你一波拉到500,大规模自动驾驶十年时间够吗?","listText":"[得意] 等你一波拉到500,大规模自动驾驶十年时间够吗?","text":"[得意] 等你一波拉到500,大规模自动驾驶十年时间够吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467593464566256","repostId":"1147777842","repostType":2,"repost":{"id":"1147777842","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":1755162923,"share":"https://www.laohu8.com/m/news/1147777842?lang=&edition=full","pubTime":"2025-08-14 17:15","market":"us","language":"zh","title":"马斯克警告:平掉特斯拉的空头头寸,否则将遭重创","url":"https://stock-news.laohu8.com/highlight/detail?id=1147777842","media":"老虎资讯综合","summary":"他们会受到重创。","content":"<html><head></head><body><p>马斯克回应了一篇关于特斯拉净卖空排行榜的贴文,并警告称:“如果他们(净卖空者)在特斯拉实现大规模自动驾驶之前没有平仓空头头寸,他们会受到重创。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2025-08-14 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>马斯克回应了一篇关于特斯拉净卖空排行榜的贴文,并警告称:“如果他们(净卖空者)在特斯拉实现大规模自动驾驶之前没有平仓空头头寸,他们会受到重创。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75856ca600aa7110c9cdf0d842b9cef3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147777842","content_text":"马斯克回应了一篇关于特斯拉净卖空排行榜的贴文,并警告称:“如果他们(净卖空者)在特斯拉实现大规模自动驾驶之前没有平仓空头头寸,他们会受到重创。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467303793283632,"gmtCreate":1755104410143,"gmtModify":1755104411919,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"典型的贼喊捉贼","listText":"典型的贼喊捉贼","text":"典型的贼喊捉贼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467303793283632","repostId":"2559672402","repostType":2,"repost":{"id":"2559672402","kind":"news","pubTimestamp":1755064140,"share":"https://www.laohu8.com/m/news/2559672402?lang=&edition=full","pubTime":"2025-08-13 13:49","market":"sg","language":"zh","title":"争执升级!马斯克威胁苹果并称 OpenAI奥尔特曼为“骗子”","url":"https://stock-news.laohu8.com/highlight/detail?id=2559672402","media":"市场资讯","summary":"马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p>(来源:环球网资讯)</p><p cms-style=\"font-L\">来源:环球网</p><p cms-style=\"font-L\">【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。</p><div><img src=\"http://n.sinaimg.cn/spider20250813/37/w660h177/20250813/e435-46ff20caf5dab3e8b1def4c35f83e5ab.jpg\"/><span></span></div><p cms-style=\"font-L\">马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。</p><p cms-style=\"font-L\">随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。</p><p cms-style=\"font-L\">今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。</p><p cms-style=\"font-L\">外媒表示,苹果于 2024 年 6 月宣布与 ChatGPT 建立合作伙伴关系,但并没有迹象表明苹果偏爱其中一款应用,自那时起,DeepSeek 和 Perplexity 等几款竞争对手的 AI 应用已登上 App Store 排行榜榜首。(思瀚)</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 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>争执升级!马斯克威胁苹果并称 OpenAI奥尔特曼为“骗子”</title>\n<style 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(来源:环球网资讯)来源:环球网【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称苹果公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-13/doc-infkvkve3313733.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSYW.SI":"TESLA 3xLongSG261006","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","DXYZ":"Destiny Tech100 Inc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4550":"红杉资本持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","MACW.SI":"APPLE 3xLongSG261006","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","SG9999015978.USD":"利安颠覆性创新基金A","SG9999014559.SGD":"United Income Focus Trust Dis SGD","TSLA":"特斯拉","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","AAPL":"苹果","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-13/doc-infkvkve3313733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2559672402","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:环球网资讯)来源:环球网【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称苹果公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。外媒表示,苹果于 2024 年 6 月宣布与 ChatGPT 建立合作伙伴关系,但并没有迹象表明苹果偏爱其中一款应用,自那时起,DeepSeek 和 Perplexity 等几款竞争对手的 AI 应用已登上 App Store 排行榜榜首。(思瀚)\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"AAPL":1,"DXYZ":1,"MACW.SI":0.6,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467301393752080,"gmtCreate":1755104410093,"gmtModify":1755104411713,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"典型的贼喊捉贼","listText":"典型的贼喊捉贼","text":"典型的贼喊捉贼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467301393752080","repostId":"2559672402","repostType":2,"repost":{"id":"2559672402","kind":"news","pubTimestamp":1755064140,"share":"https://www.laohu8.com/m/news/2559672402?lang=&edition=full","pubTime":"2025-08-13 13:49","market":"sg","language":"zh","title":"争执升级!马斯克威胁苹果并称 OpenAI奥尔特曼为“骗子”","url":"https://stock-news.laohu8.com/highlight/detail?id=2559672402","media":"市场资讯","summary":"马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p>(来源:环球网资讯)</p><p cms-style=\"font-L\">来源:环球网</p><p cms-style=\"font-L\">【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。</p><div><img src=\"http://n.sinaimg.cn/spider20250813/37/w660h177/20250813/e435-46ff20caf5dab3e8b1def4c35f83e5ab.jpg\"/><span></span></div><p cms-style=\"font-L\">马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。</p><p cms-style=\"font-L\">随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。</p><p cms-style=\"font-L\">今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。</p><p cms-style=\"font-L\">外媒表示,苹果于 2024 年 6 月宣布与 ChatGPT 建立合作伙伴关系,但并没有迹象表明苹果偏爱其中一款应用,自那时起,DeepSeek 和 Perplexity 等几款竞争对手的 AI 应用已登上 App Store 排行榜榜首。(思瀚)</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 html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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(来源:环球网资讯)来源:环球网【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称苹果公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-13/doc-infkvkve3313733.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSYW.SI":"TESLA 3xLongSG261006","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","DXYZ":"Destiny Tech100 Inc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4550":"红杉资本持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","MACW.SI":"APPLE 3xLongSG261006","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","SG9999015978.USD":"利安颠覆性创新基金A","SG9999014559.SGD":"United Income Focus Trust Dis SGD","TSLA":"特斯拉","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","AAPL":"苹果","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-13/doc-infkvkve3313733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2559672402","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:环球网资讯)来源:环球网【环球网科技综合报道】8月13日消息,据外媒报道,埃隆·马斯克声称苹果公司在应用商店排名中偏袒OpenAI ,让xAI与OpenAI的竞争变得“不可能”,并威胁要对苹果公司采取法律行动。马斯克还称 OpenAI首席执行官萨姆·奥尔特曼是个“骗子”。而此前奥特曼表示马斯克利用他的平台“为自己和自己的公司谋利”。随着时间的推移,马斯克和奥尔特曼之间的不和已引发了一系列诉讼。他们的竞争可以追溯到十年前,马斯克认为,在奥尔特曼的领导下,OpenAI 放弃了他和其他人在 2015 年创立 OpenAI 时所遵循的原则。今年2月,马斯克还试图以1000亿美元收购OpenAI,但这一出价遭到了OpenAI董事会的拒绝。外媒表示,苹果于 2024 年 6 月宣布与 ChatGPT 建立合作伙伴关系,但并没有迹象表明苹果偏爱其中一款应用,自那时起,DeepSeek 和 Perplexity 等几款竞争对手的 AI 应用已登上 App Store 排行榜榜首。(思瀚)\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"AAPL":1,"DXYZ":1,"MACW.SI":0.6,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467107417964960,"gmtCreate":1755056534590,"gmtModify":1755056536316,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"别出事还好,出事了秒删本地数据责任推得干干净净起诉无门。","listText":"别出事还好,出事了秒删本地数据责任推得干干净净起诉无门。","text":"别出事还好,出事了秒删本地数据责任推得干干净净起诉无门。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467107417964960","repostId":"2559201566","repostType":2,"repost":{"id":"2559201566","kind":"news","pubTimestamp":1755045604,"share":"https://www.laohu8.com/m/news/2559201566?lang=&edition=full","pubTime":"2025-08-13 08:40","market":"us","language":"zh","title":"马斯克:特斯拉奥斯汀Robotaxi服务将于9月向公众开放","url":"https://stock-news.laohu8.com/highlight/detail?id=2559201566","media":"智通财经","summary":"8月13日,据$特斯拉$首席执行官埃隆·马斯克在社交媒体上发布的消息,特斯拉在奥斯汀的自动驾驶出租车服务将于9月向公众开放。今年6月,特斯拉在美国德克萨斯州奥斯汀正式推出Robotaxi服务,开始接送首批乘客。在过去的一个半月里,特斯拉不断扩大Robotaxi试乘用户数量和地理围栏范围。他表示,特斯拉在奥斯汀向公众开放Robotaxi服务比投资者预期的要早,这体现了特斯拉对该服务的信心、以及此前受邀用户反馈的积极性。","content":"<html><head></head><body><p>8月13日,据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克在社交媒体上发布的消息,特斯拉在奥斯汀的自动驾驶出租车(Robotaxi)服务将于9月向公众开放。值得注意的是,特斯拉最近获得了德克萨斯州许可和监管部门的批准,获得了在德克萨斯州扩展全州业务的所有必要许可,并将作为一家获得许可的运输网络公司运营这项服务,直到2026年8月。</p><p>今年6月,特斯拉在美国德克萨斯州奥斯汀正式推出Robotaxi服务,开始接送首批乘客。此次试点服务初期仅面向一小部分用户,投入的车队规模也有限。</p><p>在过去的一个半月里,特斯拉不断扩大Robotaxi试乘用户数量和地理围栏范围。除了在德克萨斯州之外,特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务,但与德克萨斯州的服务略有不同。德克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上,而加州的安全监控人员则坐在驾驶座上。</p><p>投行Guggenheim的分析师Ronald Jewsikow认为,特斯拉在奥斯汀向公众开放Robotaxi服务以及FSD(全自动驾驶)升级对特斯拉都是利好。他表示,特斯拉在奥斯汀向公众开放Robotaxi服务比投资者预期的要早,这体现了特斯拉对该服务的信心、以及此前受邀用户反馈的积极性。</p><p>分析师表示:“我们认为,扩展版的FSD模式对那些关注特斯拉车队最终转型为Robotaxi潜力的多头投资者来说是个积极信号。特斯拉将奥斯汀Robotaxi服务向公众开放,是吸引潜在关键消费者的增长道路上的关键一步。尽管安全驾驶员仍将保留,而且尚未提供移除的时间表,但多头投资者此前一直愿意忽略特斯拉车辆中安全驾驶员的存在,我们认为现在没有理由改变这种态度。”</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:特斯拉奥斯汀Robotaxi服务将于9月向公众开放</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克:特斯拉奥斯汀Robotaxi服务将于9月向公众开放\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-13 08:40 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1328833.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月13日,据特斯拉首席执行官埃隆·马斯克在社交媒体上发布的消息,特斯拉在奥斯汀的自动驾驶出租车(Robotaxi)服务将于9月向公众开放。值得注意的是,特斯拉最近获得了德克萨斯州许可和监管部门的批准,获得了在德克萨斯州扩展全州业务的所有必要许可,并将作为一家获得许可的运输网络公司运营这项服务,直到2026年8月。今年6月,特斯拉在美国德克萨斯州奥斯汀正式推出Robotaxi服务,开始接送首批乘客...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328833.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4516":"特朗普概念","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLA":"特斯拉","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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INC","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"http://www.zhitongcaijing.com/content/detail/1328833.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559201566","content_text":"8月13日,据特斯拉首席执行官埃隆·马斯克在社交媒体上发布的消息,特斯拉在奥斯汀的自动驾驶出租车(Robotaxi)服务将于9月向公众开放。值得注意的是,特斯拉最近获得了德克萨斯州许可和监管部门的批准,获得了在德克萨斯州扩展全州业务的所有必要许可,并将作为一家获得许可的运输网络公司运营这项服务,直到2026年8月。今年6月,特斯拉在美国德克萨斯州奥斯汀正式推出Robotaxi服务,开始接送首批乘客。此次试点服务初期仅面向一小部分用户,投入的车队规模也有限。在过去的一个半月里,特斯拉不断扩大Robotaxi试乘用户数量和地理围栏范围。除了在德克萨斯州之外,特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务,但与德克萨斯州的服务略有不同。德克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上,而加州的安全监控人员则坐在驾驶座上。投行Guggenheim的分析师Ronald Jewsikow认为,特斯拉在奥斯汀向公众开放Robotaxi服务以及FSD(全自动驾驶)升级对特斯拉都是利好。他表示,特斯拉在奥斯汀向公众开放Robotaxi服务比投资者预期的要早,这体现了特斯拉对该服务的信心、以及此前受邀用户反馈的积极性。分析师表示:“我们认为,扩展版的FSD模式对那些关注特斯拉车队最终转型为Robotaxi潜力的多头投资者来说是个积极信号。特斯拉将奥斯汀Robotaxi服务向公众开放,是吸引潜在关键消费者的增长道路上的关键一步。尽管安全驾驶员仍将保留,而且尚未提供移除的时间表,但多头投资者此前一直愿意忽略特斯拉车辆中安全驾驶员的存在,我们认为现在没有理由改变这种态度。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"content":"虽然我觉得特斯拉股价高了。但是吧,你到底在特斯拉上亏了多少[笑哭]","text":"虽然我觉得特斯拉股价高了。但是吧,你到底在特斯拉上亏了多少[笑哭]","html":"虽然我觉得特斯拉股价高了。但是吧,你到底在特斯拉上亏了多少[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466915219361856,"gmtCreate":1755010241225,"gmtModify":1755010242434,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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转灯转灯,赶紧发x救一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/466915219361856","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"content":"如果你是女生,报上来,","text":"如果你是女生,报上来,","html":"如果你是女生,报上来,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466819174117736,"gmtCreate":1754986414918,"gmtModify":1754986416578,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"嘴硬教主","listText":"嘴硬教主","text":"嘴硬教主","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466819174117736","repostId":"2558618228","repostType":2,"repost":{"id":"2558618228","kind":"news","pubTimestamp":1754970614,"share":"https://www.laohu8.com/m/news/2558618228?lang=&edition=full","pubTime":"2025-08-12 11:50","market":"us","language":"zh","title":"马斯克称特斯拉Semi将在明年开始大批量生产 工厂建设在平稳推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2558618228","media":"TechWeb","summary":"而对于社交媒体上出现的这一消息,马斯克也进行了回应,他表示特斯拉Semi将在明年开始大批量生产。外媒在报道中提到,特斯拉Semi也可能在明年开始大批量生产,因为航拍显示Semi工厂的建设在平稳推进,已在开始安装相关的设备。","content":"<html><body><article><p>【TechWeb】8月12日消息,据外媒报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2017年11月份推出的电动卡车Semi,虽然已在2022年的12月份正式开始交付,到次年年底时就已交付近100辆,目前也在持续交付中,但与其他厂商的卡车相比,产量仍然偏低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250812121600028d206fimlms3puo8\"/><p>不过随着特斯拉去年1月份宣布将在内华达州建设一座大批量生产电动卡车Semi的工厂,特斯拉Semi的产量也就有提升的希望,特斯拉Semi项目的主管Dan Priestley,今年年初也在社交媒体上表示他们准备在未来几个月开始大批量生产,当时外媒就认为Semi的专用工厂将在2026年开始大批量生产。</p><p>但对于特斯拉明年开始大批量生产电动卡车Semi,还是有人持怀疑态度,特斯拉的一名多头近日就在社交媒体上表示,微软公司联合创始人比尔•盖茨就不认为在2026年大批量生产是可行的,因为电池技术受限。</p><p>而对于社交媒体上出现的这一消息,马斯克也进行了回应,他表示特斯拉Semi将在明年开始大批量生产。</p><p>外媒在报道中提到,特斯拉Semi也可能在明年开始大批量生产,因为航拍显示Semi工厂的建设在平稳推进,已在开始安装相关的设备。(海蓝)</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>马斯克称特斯拉Semi将在明年开始大批量生产 工厂建设在平稳推进</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081212160594de0b5e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4604":"机器人概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4543":"AI","TSLA":"特斯拉","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4511":"特斯拉概念","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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DIS"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081212160594de0b5e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2558618228","content_text":"【TechWeb】8月12日消息,据外媒报道,特斯拉2017年11月份推出的电动卡车Semi,虽然已在2022年的12月份正式开始交付,到次年年底时就已交付近100辆,目前也在持续交付中,但与其他厂商的卡车相比,产量仍然偏低。不过随着特斯拉去年1月份宣布将在内华达州建设一座大批量生产电动卡车Semi的工厂,特斯拉Semi的产量也就有提升的希望,特斯拉Semi项目的主管Dan Priestley,今年年初也在社交媒体上表示他们准备在未来几个月开始大批量生产,当时外媒就认为Semi的专用工厂将在2026年开始大批量生产。但对于特斯拉明年开始大批量生产电动卡车Semi,还是有人持怀疑态度,特斯拉的一名多头近日就在社交媒体上表示,微软公司联合创始人比尔•盖茨就不认为在2026年大批量生产是可行的,因为电池技术受限。而对于社交媒体上出现的这一消息,马斯克也进行了回应,他表示特斯拉Semi将在明年开始大批量生产。外媒在报道中提到,特斯拉Semi也可能在明年开始大批量生产,因为航拍显示Semi工厂的建设在平稳推进,已在开始安装相关的设备。(海蓝)","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466657804534200,"gmtCreate":1754955756074,"gmtModify":1754955758268,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"没看到最近一堆一堆烟雾弹?教主拿钱了肯定要想办法拉升股价。昨天还有个特斯拉高管放消息具体是哪个高管也没说","listText":"没看到最近一堆一堆烟雾弹?教主拿钱了肯定要想办法拉升股价。昨天还有个特斯拉高管放消息具体是哪个高管也没说","text":"没看到最近一堆一堆烟雾弹?教主拿钱了肯定要想办法拉升股价。昨天还有个特斯拉高管放消息具体是哪个高管也没说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466657804534200","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466516029272160,"gmtCreate":1754920836470,"gmtModify":1754920837613,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 和邪教的斗争是长期的,教主拿钱办事了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 和邪教的斗争是长期的,教主拿钱办事了。","text":"$特斯拉(TSLA)$ 和邪教的斗争是长期的,教主拿钱办事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/466516029272160","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466515415089288,"gmtCreate":1754920667145,"gmtModify":1754920668887,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"[弱] 美国的都玩不明白,这高管的名字是什么?","listText":"[弱] 美国的都玩不明白,这高管的名字是什么?","text":"[弱] 美国的都玩不明白,这高管的名字是什么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466515415089288","repostId":"1164534219","repostType":2,"repost":{"id":"1164534219","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":1754895953,"share":"https://www.laohu8.com/m/news/1164534219?lang=&edition=full","pubTime":"2025-08-11 15:05","market":"us","language":"zh","title":"特斯拉高管:将在部分亚洲市场推出Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1164534219","media":"老虎资讯综合","summary":"扩大奥斯汀市的Robotaxi覆盖范围。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高管:将在部分亚洲市场推出Robotaxi。将扩大奥斯汀市的Robotaxi覆盖范围。</p><p>特斯拉夜盘涨逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fd2e55518e24a772865e7b3f61fd903\" title=\"\" tg-width=\"450\" tg-height=\"149\"/></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>特斯拉高管:将在部分亚洲市场推出Robotaxi</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉高管:将在部分亚洲市场推出Robotaxi\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\">2025-08-11 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高管:将在部分亚洲市场推出Robotaxi。将扩大奥斯汀市的Robotaxi覆盖范围。</p><p>特斯拉夜盘涨逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fd2e55518e24a772865e7b3f61fd903\" title=\"\" tg-width=\"450\" tg-height=\"149\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44146a574e4d3b8d4f08a3cc6f0fb71d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164534219","content_text":"特斯拉高管:将在部分亚洲市场推出Robotaxi。将扩大奥斯汀市的Robotaxi覆盖范围。特斯拉夜盘涨逾1%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465262886469640,"gmtCreate":1754614796662,"gmtModify":1754617242790,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"[弱] 十万亿教主退休都到不了,先想着怎么蒙混过后面几次财报吧。","listText":"[弱] 十万亿教主退休都到不了,先想着怎么蒙混过后面几次财报吧。","text":"[弱] 十万亿教主退休都到不了,先想着怎么蒙混过后面几次财报吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/465262886469640","repostId":"1132964052","repostType":2,"repost":{"id":"1132964052","kind":"news","pubTimestamp":1754607255,"share":"https://www.laohu8.com/m/news/1132964052?lang=&edition=full","pubTime":"2025-08-08 06:54","market":"us","language":"zh","title":"马斯克据称解散Dojo超算团队,特斯拉自研AI芯片计划遇挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1132964052","media":"华尔街见闻","summary":"解散Dojo团队迫使特斯拉更加依赖外部技术合作伙伴。Dojo项目的终止凸显了特斯拉在人工智能竞赛中转移战略重心。约20名Dojo团队成员最近已跳槽至新成立的公司DensityAI,剩余员工正被重新分配至特斯拉内部其他数据中心和计算项目。Dojo团队被解散的消息传出后,盘后特斯拉股价一度跌近1%。本周四媒体称,最近,Dojo团队的大约20名成员已跳槽到初创公司DensityAI。据悉,DensityAI即将结束隐身模式正式亮相。","content":"<html><head></head><body><blockquote><p>解散Dojo团队迫使特斯拉更加依赖外部技术合作伙伴。特斯拉计划加强与英伟达和AMD在计算方面的合作,并与三星电子在芯片制造方面展开更深入合作。</p></blockquote><p style=\"text-align: justify;\">新近消息显示,特斯拉要解散其Dojo超级计算机团队。这标志着特斯拉在自主研发无人驾驶技术芯片方面遇挫,不得不更依赖外部力量打造芯片。</p><p style=\"text-align: justify;\">美东时间8月7日周四,媒体援引知情者的消息称,特斯拉CEO马斯克已下令关闭Dojo项目,团队负责人Peter Bannon即将离职。</p><p style=\"text-align: justify;\">媒体称,马斯克的上述决定将迫使特斯拉更加依赖外部技术合作伙伴。特斯拉计划加强与英伟达和AMD在计算方面的合作,并与三星电子在芯片制造方面展开更深入合作。</p><p style=\"text-align: justify;\">Dojo项目的终止凸显了特斯拉在人工智能(AI)竞赛中转移战略重心。约20名Dojo团队成员最近已跳槽至新成立的公司DensityAI,剩余员工正被重新分配至特斯拉内部其他数据中心和计算项目。</p><p style=\"text-align: justify;\">分析师此前认为Dojo系统可能成为特斯拉的关键竞争优势,摩根士丹利曾在2023年估计该系统可为特斯拉增加5000亿美元的价值。</p><p style=\"text-align: justify;\">Dojo团队被解散的消息传出后,盘后特斯拉股价一度跌近1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdbd186497c5aabf30c7f7c0342b2181\" tg-width=\"915\" tg-height=\"471\"/></p><h2 id=\"28195888\">核心团队人才流失严重</h2><p style=\"text-align: justify;\">特斯拉今年面临关键人才大量流失的困扰。除了Dojo项目负责人的离职外,Optimus工程主管Milan Kovac和软件工程副总裁David Lau也在今年早些时候离开公司。</p><p style=\"text-align: justify;\">华尔街见闻此前提到,6月有媒体称,马斯克的密友、心腹大将Omead Afshar当月突然离职,被马斯克解雇。</p><p style=\"text-align: justify;\">本周四媒体称,最近,Dojo团队的大约20名成员已跳槽到初创公司DensityAI。该公司由前Dojo负责人Ganesh Venkataramanan与前特斯拉员工Bill Chang和Ben Floering共同创立,专注于为机器人、AI代理和汽车应用等领域的数据中心开发芯片、硬件和软件。据悉,DensityAI即将结束隐身模式正式亮相。</p><p style=\"text-align: justify;\">人才流失问题反映了特斯拉当前面临的多重挑战,包括竞争加剧、销售下滑以及消费者对马斯克政治活动的抵制情绪。</p><h2 id=\"a7a9aa38\">战略转向外部合作伙伴</h2><p style=\"text-align: justify;\">面对内部研发项目的挫折,特斯拉正加速转向依赖外部技术供应商。</p><p style=\"text-align: justify;\">上月特斯拉与三星达成价值165亿美元的协议,确保在2033年前获得AI半导体供应。按照计划,三星位于美国得州的新工厂将生产特斯拉的下一代AI6芯片,这将使特斯拉的供应来源进一步多元化。</p><p style=\"text-align: justify;\">按马斯克所说,特斯拉的安排是:三星目前生产AI4芯片,三星的得州工厂将专门制造AI6芯片,台积电则将制造刚完成设计的AI5芯片。</p><p style=\"text-align: justify;\">马斯克在两周前的特斯拉财报电话会议上暗示了这一战略转变。他表示,未来公司自研技术的迭代版本可能会与合作伙伴的技术融合,"考虑到Dojo 3和AI6推理芯片,直觉上我们希望找到融合点,基本上使用相同的芯片。"</p><p style=\"text-align: justify;\">早在去年,马斯克就承认特斯拉可能不会永久追求Dojo项目,而是更多依靠外部合作伙伴。今年1月,他曾表示:"我们正在追求英伟达和Dojo的双重路径,但我认为Dojo是一个长期投资项目。这是一个值得尝试的长期投资,因为潜在回报可能非常高。"</p><h2 id=\"1abb432f\">项目进展屡遭延误</h2><p style=\"text-align: justify;\">Dojo项目的终止也与其建设进展不顺有关。据今年4月媒体报道,特斯拉位于得州奥斯汀的Dojo数据中心建设严重滞后,马斯克对此"非常愤怒"。</p><p style=\"text-align: justify;\">马斯克4月中旬视察该数据中心工地时发现,由于交付问题、恶劣天气和其他建筑问题,设施缺少大部分屋顶和地面。问题进一步复杂化的原因是,马斯克的隧道企业无聊公司原本计划在设施下方建造道路,供Cybertruck自动穿行校园,但隧道尚未建成,导致数据中心地面无法铺设。</p><p style=\"text-align: justify;\">视察后,马斯克解雇了建设项目基础设施主管Amir Mirshahi。一周后,公司裁员14万员工中的10%,预计还将有更多裁员。</p><p style=\"text-align: justify;\">Dojo超级计算机系统是特斯拉设计的专用设备,用于训练支撑Autopilot和完全自动驾驶程序以及Optimus人形机器人的机器学习模型。该系统通过处理车辆采集的数据来快速改进公司算法。</p></body></html>","source":"lsy1700700604709","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>马斯克据称解散Dojo超算团队,特斯拉自研AI芯片计划遇挫</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马斯克据称解散Dojo超算团队,特斯拉自研AI芯片计划遇挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 06:54 北京时间 <a href=https://wallstreetcn.com/articles/3752903><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>解散Dojo团队迫使特斯拉更加依赖外部技术合作伙伴。特斯拉计划加强与英伟达和AMD在计算方面的合作,并与三星电子在芯片制造方面展开更深入合作。新近消息显示,特斯拉要解散其Dojo超级计算机团队。这标志着特斯拉在自主研发无人驾驶技术芯片方面遇挫,不得不更依赖外部力量打造芯片。美东时间8月7日周四,媒体援引知情者的消息称,特斯拉CEO马斯克已下令关闭Dojo项目,团队负责人Peter Bannon即将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b098b6fd8448068c49f55fe658ecad1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3752903","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132964052","content_text":"解散Dojo团队迫使特斯拉更加依赖外部技术合作伙伴。特斯拉计划加强与英伟达和AMD在计算方面的合作,并与三星电子在芯片制造方面展开更深入合作。新近消息显示,特斯拉要解散其Dojo超级计算机团队。这标志着特斯拉在自主研发无人驾驶技术芯片方面遇挫,不得不更依赖外部力量打造芯片。美东时间8月7日周四,媒体援引知情者的消息称,特斯拉CEO马斯克已下令关闭Dojo项目,团队负责人Peter Bannon即将离职。媒体称,马斯克的上述决定将迫使特斯拉更加依赖外部技术合作伙伴。特斯拉计划加强与英伟达和AMD在计算方面的合作,并与三星电子在芯片制造方面展开更深入合作。Dojo项目的终止凸显了特斯拉在人工智能(AI)竞赛中转移战略重心。约20名Dojo团队成员最近已跳槽至新成立的公司DensityAI,剩余员工正被重新分配至特斯拉内部其他数据中心和计算项目。分析师此前认为Dojo系统可能成为特斯拉的关键竞争优势,摩根士丹利曾在2023年估计该系统可为特斯拉增加5000亿美元的价值。Dojo团队被解散的消息传出后,盘后特斯拉股价一度跌近1%。核心团队人才流失严重特斯拉今年面临关键人才大量流失的困扰。除了Dojo项目负责人的离职外,Optimus工程主管Milan Kovac和软件工程副总裁David Lau也在今年早些时候离开公司。华尔街见闻此前提到,6月有媒体称,马斯克的密友、心腹大将Omead Afshar当月突然离职,被马斯克解雇。本周四媒体称,最近,Dojo团队的大约20名成员已跳槽到初创公司DensityAI。该公司由前Dojo负责人Ganesh Venkataramanan与前特斯拉员工Bill Chang和Ben Floering共同创立,专注于为机器人、AI代理和汽车应用等领域的数据中心开发芯片、硬件和软件。据悉,DensityAI即将结束隐身模式正式亮相。人才流失问题反映了特斯拉当前面临的多重挑战,包括竞争加剧、销售下滑以及消费者对马斯克政治活动的抵制情绪。战略转向外部合作伙伴面对内部研发项目的挫折,特斯拉正加速转向依赖外部技术供应商。上月特斯拉与三星达成价值165亿美元的协议,确保在2033年前获得AI半导体供应。按照计划,三星位于美国得州的新工厂将生产特斯拉的下一代AI6芯片,这将使特斯拉的供应来源进一步多元化。按马斯克所说,特斯拉的安排是:三星目前生产AI4芯片,三星的得州工厂将专门制造AI6芯片,台积电则将制造刚完成设计的AI5芯片。马斯克在两周前的特斯拉财报电话会议上暗示了这一战略转变。他表示,未来公司自研技术的迭代版本可能会与合作伙伴的技术融合,\"考虑到Dojo 3和AI6推理芯片,直觉上我们希望找到融合点,基本上使用相同的芯片。\"早在去年,马斯克就承认特斯拉可能不会永久追求Dojo项目,而是更多依靠外部合作伙伴。今年1月,他曾表示:\"我们正在追求英伟达和Dojo的双重路径,但我认为Dojo是一个长期投资项目。这是一个值得尝试的长期投资,因为潜在回报可能非常高。\"项目进展屡遭延误Dojo项目的终止也与其建设进展不顺有关。据今年4月媒体报道,特斯拉位于得州奥斯汀的Dojo数据中心建设严重滞后,马斯克对此\"非常愤怒\"。马斯克4月中旬视察该数据中心工地时发现,由于交付问题、恶劣天气和其他建筑问题,设施缺少大部分屋顶和地面。问题进一步复杂化的原因是,马斯克的隧道企业无聊公司原本计划在设施下方建造道路,供Cybertruck自动穿行校园,但隧道尚未建成,导致数据中心地面无法铺设。视察后,马斯克解雇了建设项目基础设施主管Amir Mirshahi。一周后,公司裁员14万员工中的10%,预计还将有更多裁员。Dojo超级计算机系统是特斯拉设计的专用设备,用于训练支撑Autopilot和完全自动驾驶程序以及Optimus人形机器人的机器学习模型。该系统通过处理车辆采集的数据来快速改进公司算法。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465044608197056,"gmtCreate":1754561109343,"gmtModify":1754561111536,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"2013到2025投资微软又会赚多少呢?历史不代表未来,更何况是画饼的未来","listText":"2013到2025投资微软又会赚多少呢?历史不代表未来,更何况是画饼的未来","text":"2013到2025投资微软又会赚多少呢?历史不代表未来,更何况是画饼的未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/465044608197056","repostId":"2557755885","repostType":2,"repost":{"id":"2557755885","kind":"highlight","pubTimestamp":1754549925,"share":"https://www.laohu8.com/m/news/2557755885?lang=&edition=full","pubTime":"2025-08-07 14:58","market":"us","language":"zh","title":"马斯克暗示15万买特斯拉股票能成百万富翁","url":"https://stock-news.laohu8.com/highlight/detail?id=2557755885","media":"金融界","summary":"特斯拉CEO埃隆·马斯克在X平台与网友交流时暗示,现在购买特斯拉股票仍然能给他们带来可观的回报。一位X用户发布了一张2013年到2025年特斯拉股价的走势图,并评论称:“现在投资15万美元在特斯拉很可能会让你成为百万富翁。”马斯克回应称:“我认为这可能是正确的。”\n\n\r\n 责任编辑:小讯","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在X平台与网友交流时暗示,现在购买特斯拉股票仍然能给他们带来可观的回报。一位X用户发布了一张2013年到2025年特斯拉股价的走势图,并评论称:“现在投资15万美元在特斯拉很可能会让你成为百万富翁。”马斯克回应称:“我认为这可能是正确的。”</p>\n<div>\n<div>\r\n 责任编辑:小讯\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>马斯克暗示15万买特斯拉股票能成百万富翁</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; 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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马斯克暗示15万买特斯拉股票能成百万富翁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 14:58 北京时间 <a href=https://usstock.jrj.com.cn/2025/08/07145852270425.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO埃隆·马斯克在X平台与网友交流时暗示,现在购买特斯拉股票仍然能给他们带来可观的回报。一位X用户发布了一张2013年到2025年特斯拉股价的走势图,并评论称:“现在投资15万美元在特斯拉很可能会让你成为百万富翁。”马斯克回应称:“我认为这可能是正确的。”\n\n\r\n 责任编辑:小讯</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/08/07145852270425.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0823411888.USD":"法巴消费创新基金 Cap","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) 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INC","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://usstock.jrj.com.cn/2025/08/07145852270425.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557755885","content_text":"特斯拉CEO埃隆·马斯克在X平台与网友交流时暗示,现在购买特斯拉股票仍然能给他们带来可观的回报。一位X用户发布了一张2013年到2025年特斯拉股价的走势图,并评论称:“现在投资15万美元在特斯拉很可能会让你成为百万富翁。”马斯克回应称:“我认为这可能是正确的。”\n\n\r\n 责任编辑:小讯","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464976602677296,"gmtCreate":1754544922387,"gmtModify":1754544924496,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"绩差股特斯拉又靠教主一个烟雾弹拉升约4%,教主收钱不白收","listText":"绩差股特斯拉又靠教主一个烟雾弹拉升约4%,教主收钱不白收","text":"绩差股特斯拉又靠教主一个烟雾弹拉升约4%,教主收钱不白收","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464976602677296","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464909036806560,"gmtCreate":1754528804299,"gmtModify":1754530648770,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"论无中生有哪有教主厉害呀,一个x还不一定按时发布的东西操控股价上涨。论邪恶谁能比得过教主呢?四处私聊女生要孩子,道德首先就有问题。还有带货赚钱操控股价不过是稀松平常。","listText":"论无中生有哪有教主厉害呀,一个x还不一定按时发布的东西操控股价上涨。论邪恶谁能比得过教主呢?四处私聊女生要孩子,道德首先就有问题。还有带货赚钱操控股价不过是稀松平常。","text":"论无中生有哪有教主厉害呀,一个x还不一定按时发布的东西操控股价上涨。论邪恶谁能比得过教主呢?四处私聊女生要孩子,道德首先就有问题。还有带货赚钱操控股价不过是稀松平常。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464909036806560","repostId":"1177727156","repostType":2,"repost":{"id":"1177727156","kind":"news","pubTimestamp":1754473501,"share":"https://www.laohu8.com/m/news/1177727156?lang=&edition=full","pubTime":"2025-08-06 17:45","market":"us","language":"zh","title":"汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177727156","media":"智通财经网","summary":"仍然是一家单纯的电动汽车制造商。","content":"<html><head></head><body><p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32f35502b98ddd8ea18cc096ec48c74c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。</p><p style=\"text-align: justify;\">Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。</p><p style=\"text-align: justify;\">在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。</p><p style=\"text-align: justify;\">特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。</p><p style=\"text-align: justify;\">所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。</p><p style=\"text-align: justify;\">近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。</p><p style=\"text-align: justify;\">此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2bfe38f85c32afbb0bbc02cb008333f\" alt=\"\" title=\"\" tg-width=\"981\" tg-height=\"381\"/></p><p style=\"text-align: justify;\"><strong>特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商</strong></p><p style=\"text-align: justify;\">特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。</p><p style=\"text-align: justify;\">2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。</p><p style=\"text-align: justify;\">毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。</p><p style=\"text-align: justify;\">柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。</p><p style=\"text-align: justify;\">整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。</p><p style=\"text-align: justify;\">因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。</p><p style=\"text-align: justify;\">因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。</p><p style=\"text-align: justify;\"><strong>其他业务与其说是重大机遇,不如说存在重大挑战</strong></p><p style=\"text-align: justify;\">Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。</p><p style=\"text-align: justify;\">FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。</p><p style=\"text-align: justify;\">Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。</p><p style=\"text-align: justify;\">超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。</p><p style=\"text-align: justify;\"><strong>详细盘点“画饼大王”马斯克的“过度承诺”记录</strong></p><p style=\"text-align: justify;\">Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。</p><p style=\"text-align: justify;\">FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。</p><p style=\"text-align: justify;\">Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ae1f985c6b89e2fa5760f46da57283c\" alt=\"\" title=\"\" tg-width=\"654\" tg-height=\"400\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b618ad4a161f97bfd9feb130755d95\" alt=\"\" title=\"\" tg-width=\"1032\" tg-height=\"203\"/></p><p style=\"text-align: justify;\">Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?</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汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:45 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1326256.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1326256.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1326256.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1177727156","content_text":"来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。其他业务与其说是重大机遇,不如说存在重大挑战Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。详细盘点“画饼大王”马斯克的“过度承诺”记录Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464768937550048,"gmtCreate":1754494178668,"gmtModify":1754494180548,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"教主控盘真的是厉害的..放这种烟雾弹出来","listText":"教主控盘真的是厉害的..放这种烟雾弹出来","text":"教主控盘真的是厉害的..放这种烟雾弹出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464768937550048","repostId":"1129124031","repostType":2,"repost":{"id":"1129124031","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":1754492191,"share":"https://www.laohu8.com/m/news/1129124031?lang=&edition=full","pubTime":"2025-08-06 22:56","market":"us","language":"zh","title":"特斯拉涨超3%,正测试升级版的全自动驾驶模型","url":"https://stock-news.laohu8.com/highlight/detail?id=1129124031","media":"老虎资讯综合","summary":"8月6日(周三),特斯拉涨超3%,正测试升级版的全自动驾驶模型消息方面:特斯拉CEO马斯克周三公布,正在测试升级版的全自动驾驶(FSD)模型。马斯克指,新FSD模型具有约10倍的参数和视频压缩损失的重大改进。他透露,如果所有测试进展顺利,系统可能会在下个月底公开。","content":"<html><head></head><body><p>8月6日(周三),特斯拉涨超3%,正测试升级版的全自动驾驶模型</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc95e6aea8b971c5c5faae88b8cef427\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面:特斯拉CEO马斯克周三公布,正在测试升级版的全自动驾驶(FSD)模型。马斯克指,新FSD模型具有约10倍的参数和视频压缩损失的重大改进。他透露,如果所有测试进展顺利,系统可能会在下个月底公开。</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\" 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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特斯拉涨超3%,正测试升级版的全自动驾驶模型\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\">2025-08-06 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月6日(周三),特斯拉涨超3%,正测试升级版的全自动驾驶模型</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc95e6aea8b971c5c5faae88b8cef427\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面:特斯拉CEO马斯克周三公布,正在测试升级版的全自动驾驶(FSD)模型。马斯克指,新FSD模型具有约10倍的参数和视频压缩损失的重大改进。他透露,如果所有测试进展顺利,系统可能会在下个月底公开。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129124031","content_text":"8月6日(周三),特斯拉涨超3%,正测试升级版的全自动驾驶模型消息方面:特斯拉CEO马斯克周三公布,正在测试升级版的全自动驾驶(FSD)模型。马斯克指,新FSD模型具有约10倍的参数和视频压缩损失的重大改进。他透露,如果所有测试进展顺利,系统可能会在下个月底公开。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":6,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"不放点烟雾弹这股价可能300元也撑不住了。","text":"不放点烟雾弹这股价可能300元也撑不住了。","html":"不放点烟雾弹这股价可能300元也撑不住了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464693337899344,"gmtCreate":1754475588491,"gmtModify":1754475590406,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"不吹特斯拉的都是烂的[开心] ","listText":"不吹特斯拉的都是烂的[开心] ","text":"不吹特斯拉的都是烂的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/464693337899344","repostId":"1177727156","repostType":2,"repost":{"id":"1177727156","kind":"news","pubTimestamp":1754473501,"share":"https://www.laohu8.com/m/news/1177727156?lang=&edition=full","pubTime":"2025-08-06 17:45","market":"us","language":"zh","title":"汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177727156","media":"智通财经网","summary":"仍然是一家单纯的电动汽车制造商。","content":"<html><head></head><body><p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32f35502b98ddd8ea18cc096ec48c74c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。</p><p style=\"text-align: justify;\">Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。</p><p style=\"text-align: justify;\">在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。</p><p style=\"text-align: justify;\">特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。</p><p style=\"text-align: justify;\">所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。</p><p style=\"text-align: justify;\">近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。</p><p style=\"text-align: justify;\">此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2bfe38f85c32afbb0bbc02cb008333f\" alt=\"\" title=\"\" tg-width=\"981\" tg-height=\"381\"/></p><p style=\"text-align: justify;\"><strong>特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商</strong></p><p style=\"text-align: justify;\">特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。</p><p style=\"text-align: justify;\">2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。</p><p style=\"text-align: justify;\">毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。</p><p style=\"text-align: justify;\">柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。</p><p style=\"text-align: justify;\">整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。</p><p style=\"text-align: justify;\">因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。</p><p style=\"text-align: justify;\">因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。</p><p style=\"text-align: justify;\"><strong>其他业务与其说是重大机遇,不如说存在重大挑战</strong></p><p style=\"text-align: justify;\">Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。</p><p style=\"text-align: justify;\">FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。</p><p style=\"text-align: justify;\">Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。</p><p style=\"text-align: justify;\">超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。</p><p style=\"text-align: justify;\"><strong>详细盘点“画饼大王”马斯克的“过度承诺”记录</strong></p><p style=\"text-align: justify;\">Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。</p><p style=\"text-align: justify;\">FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。</p><p style=\"text-align: justify;\">Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ae1f985c6b89e2fa5760f46da57283c\" alt=\"\" title=\"\" tg-width=\"654\" tg-height=\"400\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b618ad4a161f97bfd9feb130755d95\" alt=\"\" title=\"\" tg-width=\"1032\" tg-height=\"203\"/></p><p style=\"text-align: justify;\">Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:45 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1326256.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1326256.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1326256.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1177727156","content_text":"来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。其他业务与其说是重大机遇,不如说存在重大挑战Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。详细盘点“画饼大王”马斯克的“过度承诺”记录Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":5,"crmLevelSwitch":0,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"content":"就这么给你说吧,除非自动驾驶这个技术就研究不出来,否则一定是特斯拉先做出来","text":"就这么给你说吧,除非自动驾驶这个技术就研究不出来,否则一定是特斯拉先做出来","html":"就这么给你说吧,除非自动驾驶这个技术就研究不出来,否则一定是特斯拉先做出来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464689302745264,"gmtCreate":1754474436557,"gmtModify":1754474437764,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 利好都是梦想,坚信特斯拉会成功?那可未必。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 利好都是梦想,坚信特斯拉会成功?那可未必。","text":"$特斯拉(TSLA)$ 利好都是梦想,坚信特斯拉会成功?那可未必。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464689302745264","repostId":"1177727156","repostType":2,"repost":{"id":"1177727156","kind":"news","pubTimestamp":1754473501,"share":"https://www.laohu8.com/m/news/1177727156?lang=&edition=full","pubTime":"2025-08-06 17:45","market":"us","language":"zh","title":"汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177727156","media":"智通财经网","summary":"仍然是一家单纯的电动汽车制造商。","content":"<html><head></head><body><p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32f35502b98ddd8ea18cc096ec48c74c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。</p><p style=\"text-align: justify;\">Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。</p><p style=\"text-align: justify;\">在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。</p><p style=\"text-align: justify;\">特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。</p><p style=\"text-align: justify;\">所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。</p><p style=\"text-align: justify;\">近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。</p><p style=\"text-align: justify;\">此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2bfe38f85c32afbb0bbc02cb008333f\" alt=\"\" title=\"\" tg-width=\"981\" tg-height=\"381\"/></p><p style=\"text-align: justify;\"><strong>特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商</strong></p><p style=\"text-align: justify;\">特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。</p><p style=\"text-align: justify;\">2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。</p><p style=\"text-align: justify;\">毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。</p><p style=\"text-align: justify;\">柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。</p><p style=\"text-align: justify;\">整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。</p><p style=\"text-align: justify;\">因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。</p><p style=\"text-align: justify;\">因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。</p><p style=\"text-align: justify;\"><strong>其他业务与其说是重大机遇,不如说存在重大挑战</strong></p><p style=\"text-align: justify;\">Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。</p><p style=\"text-align: justify;\">FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。</p><p style=\"text-align: justify;\">Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。</p><p style=\"text-align: justify;\">超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。</p><p style=\"text-align: justify;\"><strong>详细盘点“画饼大王”马斯克的“过度承诺”记录</strong></p><p style=\"text-align: justify;\">Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。</p><p style=\"text-align: justify;\">FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。</p><p style=\"text-align: justify;\">Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。</p><p style=\"text-align: justify;\">SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ae1f985c6b89e2fa5760f46da57283c\" alt=\"\" title=\"\" tg-width=\"654\" tg-height=\"400\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b618ad4a161f97bfd9feb130755d95\" alt=\"\" title=\"\" tg-width=\"1032\" tg-height=\"203\"/></p><p style=\"text-align: justify;\">Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?</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; 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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汽车卖不动,何来AI梦? 特斯拉靠信仰撑起的估值来到“清算时刻”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:45 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1326256.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1326256.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1326256.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1177727156","content_text":"来自SeekingAlpha的资深分析师Gytis Zizys近日发布研究报告称,即使马斯克将 特斯拉 的Dojo 人工智能超算系统、完全自动驾驶以及Robotaxi和人形机器人应用与市场规模前景吹得天花乱坠,当前的特斯拉本质上仍是一家电动汽车制造商,汽车销售贡献了高达75%的营收,并且AI超算驱动的FSD、Robotaxi等一系列“未来式业务”所带来的业绩贡献非常渺小且创收前景极度模糊。Zizys估值测算显示,哪怕以最乐观的FSD、Robotaxi等预期路径较清晰业务的DCF假设来进行估值,特斯拉股价预期也远远低于当前约310美元交易价格。该分析师在研究中强调,特斯拉的汽车业务创造的价值将为未来由特斯拉无比强大的AI超算系统驱动的FSD,以及特斯拉Robotaxi、新型超大规模储能等项目提供无比庞大的资金支持。从美国云计算领军者们的AI支出来看,强大的AI超算系统需要的资金流巨大,这也意味着如果汽车业务持续疲软,以“特斯拉信徒”为主的特斯拉投资者们对于特斯拉未来以及马斯克本人的“未来信仰价值流折现”也将大打折扣。Bloomberg Intelligence汇编的分析师预期显示,华尔街分析师们普遍预计谷歌、微软、Facebook母公司Meta以及亚马逊这四大科技巨头今年将在以AI算力基础设施为核心的数据中心扩建或新建上整体支出超3500亿美元——意味着有望在2024年强劲增长基础上同比增长仅50%,预计2026年将超过4500亿美元。在Zizys看来,特斯拉信徒们似乎无视过去,将马斯克的宏伟目标视作真正的未来,即便人工智能超算驱动的FSD与Robotaxi等业务至今所创造的价值占特斯拉营收比重甚至不到10%。特斯拉未来增长希望同时也是预期路径较清晰的业务——FSD、Robotaxi和超大规模储能,之所以不纳入“擎天柱人形机器人”是因为 Zizys认为该项未来式业务的可见度太模糊且成本高昂。此外,马斯克本人长期以来善于凭空打造出过于夸张的承诺、交付不足的历史使得所有的看涨预测都在一定程度上缺乏可靠性。SeekingAlpha的资深分析师 Zizys表示,即使FSD等创收非常有限的业务采用最乐观的DCF假设以及马斯克给出的乐观指引,特斯拉的内在价值仅为233美元/股,在当前价位下该股对于华尔街投资者而言依旧过于昂贵。所谓“特斯拉式信徒”——主要在于他们对该科技公司宏大叙事逻辑的执念,即特斯拉信徒们对于特斯拉的储能系统、人形机器人以及FSD完全自动驾驶、Robotaxi前景的长期认可与看涨执念,远大于对传统估值指标的理性关注与判断。近期特斯拉业绩表现可谓极度疲弱:2025财年第二季度销售额同比下降12%,销售额与利润均低于华尔街预期,利润率连续多个季度被压缩;汽车业务作为核心板块,营收从去年同期的199亿美元缩减至167亿美元。此外,特斯拉第二季度交付量不仅在最大市场美国出现同比下滑近10%,在对于特斯拉业绩增长至关重要的欧洲市场,由于欧洲电动汽车市场竞争加剧以及马斯克因干涉欧洲政治导致个人影响力受损,特斯拉在欧洲的市场份额正在被大幅侵蚀,自今年以来销量持续大幅下滑,比如在英国市场份额骤降至仅不到1%。特斯拉——当期以及中期内仍然是一家单纯的电动汽车制造商特斯拉的业绩继续依赖其汽车销售。该公司十分努力想摆脱“只是车企”的单一定位,却难以逃脱这一笼统归类,因为各项“多头叙事”项目的实际进展较预期屡屡延期。忠实投资者——即特斯拉信徒们,将马斯克的承诺与宏大目标视作既定事实,却忽视其一贯的过度承诺和屡屡未达。即便在相当乐观的DCF估值体系下,该公司估值仍过高。2025财年第二季度销售额同比下降 12%,其中欧洲销售表现最差,对公司平淡的营收表现影响最大。欧洲市场份额全年持续下滑,尚未出现任何基本面扭转迹象;其他电动车制造商正在分食特斯拉蛋糕。毛利率大幅降至17.2%,同比下挫71个基点,原因在于销量下降和降价。第二季度的车辆交付量同比意外减少13%,其中 Model 3/Y 交付减少12%,其他奢侈车型下降52%。平均售价下降、折扣增加、激励上升进一步侵蚀了利润率。柏林超级工厂产能仅仅被低度利用,固定成本摊薄受限,对利润率施压。特朗普政府对于清洁能源的支持力度大幅降温,一定程度上推动监管积分类的销售额同比暴跌逾 50%,加剧了营收疲软。整体运营表现持续乏力,欧洲疲软或带来更多下行风险;来自中国的新晋对手们正持续夺取市场份额。随着大众、雷诺甚至法拉利等欧洲老牌汽车制造商们等更多竞争者推出纯EV,监管积分最终将趋于枯竭。因此在SeekingAlpha资深分析师Zizys看来,没有汽车,就没有特斯拉存在。任何人都不愿相信的现实:特斯拉首先也是最重要的仍然是汽车制造商。若汽车业务(上一季度占总营收约75%)继续不振,公司就无力为特斯拉AI超算体系、自动驾驶、擎天柱人形机器人和储能等未来项目提供所需最核心现金流以及资本支持。因马斯克自从助推特朗普再一次登上总统宝座后政治形象受损,销量下滑在欧洲市场尤为明显。很多特斯拉车主不愿再与马斯克的价值观绑定。尽管股价仍享巨额溢价,但是这种溢价并非基于清晰可见的创收预期以及业务增长规划图表,而是主要源于狂热追随者们以及所谓特斯拉信徒们非常相信特斯拉终将成为远超“单纯车企”的存在。其他业务与其说是重大机遇,不如说存在重大挑战Zizys在研报中表示,特斯拉式信徒们经常就这些有前景的企业业务创收潜力给出最乐观的预期情况。FSD订阅:特斯拉顽固的多头们称若仅10%–20%新车主订阅99美元/月套餐,年即增 5.5–15 亿美元。公司未披露明细,难以精准核算,但是年增5.5–15 亿美元,相对于特斯拉汽车业务来说显得微不足道。Robotaxi:奥斯汀试点进行中,ARK Invest和其他乐观主义者预测到2029年推动特斯拉的企业价值增值逾1万亿美元,并且预计2027年全美投放。但迄今为止Robotax仍在最早期阶段,处于现金流消耗时期。更重要的是,对于Robotaxi而言至关重要的特斯拉FSD无人监督版本仍仅在美国有限的地区进行早期测试。超大规模储能系统:2024年是这一细分市场的一个巨大增长年,2024年同比增长67%至100亿美元,2022年曾规划2030年部署 1,500GWh(意味着90%年复合增长率)。根据当前仅仅40GWh半年进度,若保持50%–70%增速,到2030年只能达340–630GWh,仍远远低于马斯克目标。详细盘点“画饼大王”马斯克的“过度承诺”记录Cybertruck量产原定时间表2021年,现状与延迟:2023 末初产,多次召回,部分功能取消。FSD 全自动大规模订阅式推广的原定时间表2018-2020年,现状与延迟:2025 仍需驾驶员监督,仅测试区域。Robotaxi 通过联邦监管且实现全美运营的原定时间表从最早的2020年推迟到2024年,如今全美运营方面更是没了精准的预期时间表。Robotaxi的现状与延迟:仅奥斯汀试点,最新宣称年底覆盖半数美国人口。SeekingAlpha的资深分析师 Zizys强调,许多预测特斯拉Robotaxi、人工智能、FSD、人形机器人或者储能业务强劲未来爆炸式利润增长的忠实投资者们都依赖于至少在过去7年里马斯克抛出的最佳预期,而不是特斯拉的历史执行情况。考虑到马斯克一贯执行表现不佳,从表面上看他对业绩增长潜力的评论并不理想。Zizys表示,即便特斯拉所有的业务以及包括FSD与拉Robotaxi等“未来式业务”均用马斯克或者Ark等特斯拉多头们所给出“最乐观情形”,特斯拉股价仍被明显高估。折现率使用 WACC 10.8%以及2.5%的终端增长率,Zizys推导出的特斯拉基于DCF模型实际价值仅仅233 美元/股。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464543081762960,"gmtCreate":1754438755299,"gmtModify":1754440705458,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 谁敢踢掉教主啊,教主没了核心信徒们怕不是要跑九成。感谢教主一年时间把股价从488做到了300还能拿差不多300亿的酬劳。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 谁敢踢掉教主啊,教主没了核心信徒们怕不是要跑九成。感谢教主一年时间把股价从488做到了300还能拿差不多300亿的酬劳。","text":"$特斯拉(TSLA)$ 谁敢踢掉教主啊,教主没了核心信徒们怕不是要跑九成。感谢教主一年时间把股价从488做到了300还能拿差不多300亿的酬劳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/464543081762960","isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"idStr":"3501215732494064","authorIdStr":"3501215732494064"},"content":"为啥要收买他?特斯拉不是他自己的公司吗?","text":"为啥要收买他?特斯拉不是他自己的公司吗?","html":"为啥要收买他?特斯拉不是他自己的公司吗?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":388350320689584,"gmtCreate":1735854878766,"gmtModify":1736080203942,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","text":"$特斯拉(TSLA)$ 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/e252eda3edd97c0f0e617b6c218fa548","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/388350320689584","isVote":1,"tweetType":1,"viewCount":12882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":3,"crmLevelSwitch":0,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"content":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","text":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","html":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848958347,"gmtCreate":1635955907637,"gmtModify":1635957311381,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","text":"$特斯拉(TSLA)$ 舒服了,终于开始连续下行","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/848958347","isVote":1,"tweetType":1,"viewCount":9278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"回调空间有限","text":"回调空间有限","html":"回调空间有限"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409615494414632,"gmtCreate":1741013693712,"gmtModify":1741019403619,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","text":"$特斯拉(TSLA)$ 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/317753425187072","isVote":1,"tweetType":1,"viewCount":5503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/abf071b2cfe1d653422ff136815a3a16","crmLevel":13,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","text":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","html":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 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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":3028,"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??"}],"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":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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