畜牧教主马斯克的个人主页 - 老虎社区

畜牧教主马斯克

畜牧教主马斯克

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

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畜牧教主马斯克

00:21

又炸了，马圣还要去火星去月球还要做无人驾驶呢，一个没实现就是[开心]

炸了！马斯克要开建超级晶圆厂

畜牧教主马斯克

02-18 19:15

准备复刻赛博皮卡的失败路线了[开心]

特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了

畜牧教主马斯克

02-17 12:33

宗教性质满满的画饼公司[微笑] 马圣不是有多年畜牧业底蕴支撑换成其他人像他这样吹牛早就被全网爆喷了

马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%

畜牧教主马斯克

02-14

重要风险提示与合规声明本文所有内容均基于2026年2月13日收盘后的公开市场信息客观分析，不构成任何投资建议、涨跌预测、荐股或期权推荐，不代表任何确定性判断。$Visa(V)$ $Meta Platforms, Inc.(META)$ $美国超微公司(AMD)$ $亚马逊(AMZN)$ $微软(MSFT)$ 一、当前核心宏观环境与期权市场情绪当前美股市场的核心矛盾已从“AI红利追逐”转向“盈利兑现焦虑+利率路径博弈”，直接决定了科技股的估值与波动逻辑： 1. 利率政策：降息预期持续后移，高利率环境延续 1月非农新增就业13万人远超预期，失业率降至4.3%的近5个月新低；1月CPI同比2.4%、环比0.2%，核心CPI同比2.5%，均低于市场预期，通胀大趋势延续回落，但住房、服务类价格仍有粘性。CME美联储观察显示，市场对首次降息的预期已从年初3月推迟至6月，全年降息预期收敛至2次、合计50个基点，“更高更久”的利率环境仍对成长股估值形成压制。 2. 市场情绪：恐慌性抛售过后，进入超跌修复博弈期 2月12日纳指大跌2.03%，科技七巨头集体重挫，苹果单日市值蒸发超2000亿美元，亚马逊、微软相继跌入技术性熊市，核心诱因是市场对科技巨头合计超6500亿美元的AI资本开支投入产出比

畜牧教主马斯克

02-14

自动驾驶都没真正实现，越画越大，不愧是最大的宗教股票

马斯克的“新大饼”：月球基地

畜牧教主马斯克

02-13

宗教巨头应该独立出来

利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？

畜牧教主马斯克

02-12

$亚马逊(AMZN)$ 连跌一周差不多了吧

畜牧教主马斯克

02-11

多少年了火星都没去成，fsd也没有真正落地，只有无穷无尽的画饼[开心]

马斯克员工大会释放多个信息：建月球AI卫星工厂、X日活要超10亿

畜牧教主马斯克

02-07

对于fsd传统车企并不买账的情况，特斯拉也是急得不行了[开心] 谁想帮别人付费测试呢？什么时候真正的对得起fsd这个名字的时候再来和别人谈合作的事情吧

特斯拉副总裁陶琳：愿意将FSD能力开放给更多车企使用，未来每一辆车都应该具备自动驾驶能力

畜牧教主马斯克

02-06

$特斯拉(TSLA)$ 马上杀到马圣的加仓价了，之前说400铁底的人不见了[冷漠]

畜牧教主马斯克

02-06

$微软(MSFT)$ ai领导者竟然被认为会被ai杀死吗[笑哭] 华尔街是不是疯了，这是集体做空加剧恐慌氛围啊

畜牧教主马斯克

02-05

$微软(MSFT)$ 差不多调整到位了，苹果修复完了就该到微软了[开心]

畜牧教主马斯克

02-04

这下画饼连ppt都不用放了[开心]

马斯克称“擎天柱”将成为冯诺依曼式探测器，在任何宜居星球上自主建立文明

畜牧教主马斯克

02-03

‌$PayPal(PYPL)$ 原来觉得55稳妥，现在看来竞争加剧市场被蚕食，35-40之间稳妥了

畜牧教主马斯克

02-02

$特斯拉(TSLA)$ 没见过哪家公司的高管立马一直强调别人不要当它是车企要把它当科技公司看的，也就特斯拉如此特殊[微笑]

畜牧教主马斯克

01-30

目前的版本根本没有实用性怎么确定未来市场一定会买账？而且就一年的时间去优化...？论自信还是得马圣呀，看了赛博皮卡和S还有X的销量都哭了。

马斯克：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线

畜牧教主马斯克

01-29

一副救世主的嘴脸[笑哭] 这就是宗教

马斯克：“不希望人类灭绝”

畜牧教主马斯克

01-29

[开心] 自动驾驶可能还算能用，机器人是完全没在公开场合不用远程控制出现过，这东西真的能卖吗？为了维持高估值只能拼命甩出看似新东西的马圣

特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus

畜牧教主马斯克

01-28

马圣的畜牧业可是出了不少力，你不要乱说

特斯拉2025年品牌价值已暴跌36% 马斯克在拖后腿？

畜牧教主马斯克

01-26

鉴定为吹牛，按照马圣的路线来吹那注定是要延期的，走着瞧吧。

抱歉，原内容已删除

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23:07","market":"us","language":"zh","title":"炸了！马斯克要开建超级晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285040","media":"半导体数据","summary":"当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。","content":"<html><body><article><p>当地时间 2 月 17 日，马斯克在社交平台亲自转发<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/giaHouCicD4RDR6Kldfxa6VE7QyqH9DtGxm8aaBLGFSjibiaXPXh57lVZBMxGAtJicDrIpDZK3gQzXV6X2ngnC05jk0ibR1YWYGZGCaegyu5lcicjU/640?wx_fmt=png&amp;from=appmsg\"/><p>图源：环球市场播报</p><p>这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯学历、不重履历，核心评估标准只有一项：候选人曾解决的三项最具挑战性技术难题。</p><p>一切动作，都与马斯克不久前的重磅表态紧密呼应。</p><p>在上月的财报会议上，马斯克直言，未来三到四年，特斯拉将面临严峻的算力产能瓶颈，仅依靠<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等现有供应商，已无法满足需求。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。</p><p>而选择在韩国大举招兵买马，正是特斯拉推进这一战略的精准落子。</p><p>首先，是深度绑定核心供应链，锁定先进工艺产能。特斯拉早已与三星签署价值高达 165 亿美元、长达至 2033 年的长期代工协议，为至关重要的 AI5、AI6 芯片保驾护航。其中 AI5 芯片被视为特斯拉 “生存攸关” 的项目，将采用三星 3nm GAA 工艺。在韩国设立研发团队，意味着工程师可以直接进驻三星华城、平泽晶圆厂，实现驻厂研发，把设计与制造之间的反馈周期压缩到极致，将原本行业 12—18 个月的芯片设计周期，激进压缩至 9 个月，确保 AI5 芯片在 2026 年底实现小批量量产。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231854432v16356w9odr0ex6\"/><p>其次，是抢占 HBM 高带宽内存技术高地。特斯拉 FSD 全自动驾驶依赖<a href=\"https://laohu8.com/S/603138\">海量数据</a>训练与无监督学习，对算力和内存带宽提出极高要求，而韩国正是由三星、SK 海力士主导的全球 HBM 核心区域。在韩国布局团队，能够直接与存储巨头开展芯片 — 内存协同设计，优化接口效率、提升整体能效，从底层补齐算力短板。</p><p>与此同时，特斯拉还采用了业内罕见的 “双代工” 策略，同一颗芯片同时交由三星与台积电生产。韩国团队专门负责适配三星工艺，既能降低对单一供应商的依赖，分散供应链风险，又能在两大代工厂之间形成良性竞争，提升议价能力与技术迭代速度。</p><p>韩国本身也拥有全球最成熟的半导体人才生态。在三星、SK 海力士的带动下，当地形成覆盖芯片设计、先进制造、封装测试、HBM、工艺优化的全链条人才库，尤其在大规模量产、良率提升、工程落地等实战能力上优势明显。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。</p><p>从更长远的战略安全来看，韩国在技术转移、IP 保护上具备更高稳定性，有助于特斯拉实现核心算力自主可控，规避潜在地缘风险。</p><p>一场看似简单的海外招聘，背后是一整套环环相扣的产业布局。</p><p>特斯拉在韩国招芯片人才，本质上是：绑定三星先进工艺、抢占 HBM 核心资源、收割顶尖量产人才、加速 AI 芯片落地，最终支撑 FSD 全自动驾驶、Optimus 机器人与未来出行生态的底层算力革命。</p><p>这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。</p><p>*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231902789v163we0m08j0xbz\"/></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>炸了！马斯克要开建超级晶圆厂</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炸了！马斯克要开建超级晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 23:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b><strong>半导体数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。图源：环球市场播报这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","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","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4516":"特朗普概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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INC","TSLW":"TSLA周配息ETF-Roundhill"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2612285040","content_text":"当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。图源：环球市场播报这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯学历、不重履历，核心评估标准只有一项：候选人曾解决的三项最具挑战性技术难题。一切动作，都与马斯克不久前的重磅表态紧密呼应。在上月的财报会议上，马斯克直言，未来三到四年，特斯拉将面临严峻的算力产能瓶颈，仅依靠台积电、三星等现有供应商，已无法满足需求。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。而选择在韩国大举招兵买马，正是特斯拉推进这一战略的精准落子。首先，是深度绑定核心供应链，锁定先进工艺产能。特斯拉早已与三星签署价值高达 165 亿美元、长达至 2033 年的长期代工协议，为至关重要的 AI5、AI6 芯片保驾护航。其中 AI5 芯片被视为特斯拉 “生存攸关” 的项目，将采用三星 3nm GAA 工艺。在韩国设立研发团队，意味着工程师可以直接进驻三星华城、平泽晶圆厂，实现驻厂研发，把设计与制造之间的反馈周期压缩到极致，将原本行业 12—18 个月的芯片设计周期，激进压缩至 9 个月，确保 AI5 芯片在 2026 年底实现小批量量产。其次，是抢占 HBM 高带宽内存技术高地。特斯拉 FSD 全自动驾驶依赖海量数据训练与无监督学习，对算力和内存带宽提出极高要求，而韩国正是由三星、SK 海力士主导的全球 HBM 核心区域。在韩国布局团队，能够直接与存储巨头开展芯片 — 内存协同设计，优化接口效率、提升整体能效，从底层补齐算力短板。与此同时，特斯拉还采用了业内罕见的 “双代工” 策略，同一颗芯片同时交由三星与台积电生产。韩国团队专门负责适配三星工艺，既能降低对单一供应商的依赖，分散供应链风险，又能在两大代工厂之间形成良性竞争，提升议价能力与技术迭代速度。韩国本身也拥有全球最成熟的半导体人才生态。在三星、SK 海力士的带动下，当地形成覆盖芯片设计、先进制造、封装测试、HBM、工艺优化的全链条人才库，尤其在大规模量产、良率提升、工程落地等实战能力上优势明显。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。从更长远的战略安全来看，韩国在技术转移、IP 保护上具备更高稳定性，有助于特斯拉实现核心算力自主可控，规避潜在地缘风险。一场看似简单的海外招聘，背后是一整套环环相扣的产业布局。特斯拉在韩国招芯片人才，本质上是：绑定三星先进工艺、抢占 HBM 核心资源、收割顶尖量产人才、加速 AI 芯片落地，最终支撑 FSD 全自动驾驶、Optimus 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10:00","market":"us","language":"zh","title":"特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1132474607","media":"华尔街见闻","summary":"特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。该公司此前表示预计于4月启动Cybercab的生产。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。然而Cybercab要实现合法上路，仍需跨越重大监管障碍。Cybercab采用与Model Y截然不同的设计理念。","content":"<html><head></head><body><blockquote><p>这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。</p></blockquote><p style=\"text-align: justify;\">特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。<strong>这款双门汽车完全没有方向盘和踏板，标志着该公司在全自动驾驶领域迈出关键一步，但其商业化前景仍取决于监管审批进度。</strong></p><p style=\"text-align: justify;\">特斯拉周二在X平台宣布，首辆生产版Cybercab已在奥斯汀超级工厂下线。马斯克在社交媒体上向团队表示祝贺。该公司此前表示预计于4月启动Cybercab的生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7241094c590c2032186238a73f88a574\" tg-width=\"1024\" tg-height=\"1101\"/></p><p style=\"text-align: justify;\"><strong>这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。</strong>不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。</p><p style=\"text-align: justify;\">然而Cybercab要实现合法上路，仍需跨越重大监管障碍。联邦车辆安全标准是基于人工控制系统制定的，特斯拉需要获得监管机构的特殊豁免才能满足相关要求，目前何时能获得完全路权尚不明确。</p><h2 id=\"d0684f34\">自动驾驶出租车业务仍处早期阶段</h2><p style=\"text-align: justify;\">特斯拉的自动驾驶出租车项目目前主要使用2025款Model Y车型运营，大部分行程仍依赖人类安全监督员。该公司今年1月才开始向公众提供有限数量的无监督乘车服务。</p><p style=\"text-align: justify;\">Cybercab采用与Model Y截然不同的设计理念。这款双门车型完全取消了方向盘和踏板，旨在实现完全自动驾驶。亚马逊旗下的Zoox同样生产专用自动驾驶出租车，仅用于运送乘客。</p><h2 id=\"64930500\">监管审批成为关键挑战</h2><p style=\"text-align: justify;\">由于联邦车辆安全标准在制定时考虑的是人工控制系统，特斯拉可能需要就无法满足的要求向监管机构申请特殊批准。Zoox已获得此类联邦豁免，目前在拉斯维加斯和旧金山运营有限的公共服务。</p><p style=\"text-align: justify;\">销售没有踏板或转向控制装置的汽车不仅需要清除联邦监管障碍，还可能使特斯拉面临各州在车辆登记、保险和自动驾驶汽车运营方面的不同规定。</p><p style=\"text-align: justify;\">另外马斯克表示，消费者将可以选择购买这款车。他在2024年10月的财报电话会议上说：&#34;我们的设计是为自动驾驶优化的。它的成本大约为2.5万美元，你可以独家购买一辆。&#34;</p></body></html>","source":"lsy1762389672944","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>特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了</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特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765831><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。这款双门汽车完全没有方向盘和踏板，标志着该公司在全自动驾驶领域迈出关键一步，但其商业化前景仍取决于监管审批进度。特斯拉周二在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765831\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7241094c590c2032186238a73f88a574","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3765831","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132474607","content_text":"这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。这款双门汽车完全没有方向盘和踏板，标志着该公司在全自动驾驶领域迈出关键一步，但其商业化前景仍取决于监管审批进度。特斯拉周二在X平台宣布，首辆生产版Cybercab已在奥斯汀超级工厂下线。马斯克在社交媒体上向团队表示祝贺。该公司此前表示预计于4月启动Cybercab的生产。这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。然而Cybercab要实现合法上路，仍需跨越重大监管障碍。联邦车辆安全标准是基于人工控制系统制定的，特斯拉需要获得监管机构的特殊豁免才能满足相关要求，目前何时能获得完全路权尚不明确。自动驾驶出租车业务仍处早期阶段特斯拉的自动驾驶出租车项目目前主要使用2025款Model Y车型运营，大部分行程仍依赖人类安全监督员。该公司今年1月才开始向公众提供有限数量的无监督乘车服务。Cybercab采用与Model Y截然不同的设计理念。这款双门车型完全取消了方向盘和踏板，旨在实现完全自动驾驶。亚马逊旗下的Zoox同样生产专用自动驾驶出租车，仅用于运送乘客。监管审批成为关键挑战由于联邦车辆安全标准在制定时考虑的是人工控制系统，特斯拉可能需要就无法满足的要求向监管机构申请特殊批准。Zoox已获得此类联邦豁免，目前在拉斯维加斯和旧金山运营有限的公共服务。销售没有踏板或转向控制装置的汽车不仅需要清除联邦监管障碍，还可能使特斯拉面临各州在车辆登记、保险和自动驾驶汽车运营方面的不同规定。另外马斯克表示，消费者将可以选择购买这款车。他在2024年10月的财报电话会议上说：\"我们的设计是为自动驾驶优化的。它的成本大约为2.5万美元，你可以独家购买一辆。\"","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533634489057688,"gmtCreate":1771302829857,"gmtModify":1771304648777,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"宗教性质满满的画饼公司[微笑]&nbsp; 马圣不是有多年畜牧业底蕴支撑换成其他人像他这样吹牛早就被全网爆喷了","listText":"宗教性质满满的画饼公司[微笑]&nbsp; 马圣不是有多年畜牧业底蕴支撑换成其他人像他这样吹牛早就被全网爆喷了","text":"宗教性质满满的画饼公司[微笑] 马圣不是有多年畜牧业底蕴支撑换成其他人像他这样吹牛早就被全网爆喷了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533634489057688","repostId":"2612439470","repostType":2,"repost":{"id":"2612439470","kind":"news","pubTimestamp":1771298801,"share":"https://www.laohu8.com/m/news/2612439470?lang=zh_CN&edition=full","pubTime":"2026-02-17 11:26","market":"us","language":"zh","title":"马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612439470","media":"快科技","summary":"快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。","content":"<html><body><article><p>快科技2月17日消息，今天，据报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。</p><p><strong>其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。</strong></p><p>马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，<strong>目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。</strong></p><p>奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。</p><p><strong>在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。</strong></p><p>且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。</p><p>安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，<strong>碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。</strong></p><p>马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260217113805666d152wkc0o5p2dvt\"/></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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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马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLT":"2倍做多TSLA ETF-T-Rex","BK4555":"新能源车","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND 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Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。","news_type":1,"symbols_score_info":{"TSLT":0.6,"TESL":0.6,"TSII":0.6,"TSYY":0.6,"TSLG":0.6,"UFO":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLQ":0.6,"TSLY":0.6,"07766":0.6,"TSLS":0.6,"CRSH":0.6,"TSLO":0.6,"TSDD":0.6,"TSLI":0.6,"TSLR":0.6,"TSL":0.6,"TSLA":1.98,"TSLW":0.6}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532706074861592,"gmtCreate":1771076062533,"gmtModify":1771076245422,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"重要风险提示与合规声明 本文所有内容均基于2026年2月13日收盘后的公开市场信息客观分析，不构成任何投资建议、涨跌预测、荐股或期权推荐，不代表任何确定性判断。<a href=\"https://laohu8.com/S/V\">$Visa(V)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 一、当前核心宏观环境与期权市场情绪 当前美股市场的核心矛盾已从“AI红利追逐”转向“盈利兑现焦虑+利率路径博弈”，直接决定了科技股的估值与波动逻辑： 1. 利率政策：降息预期持续后移，高利率环境延续 1月非农新增就业13万人远超预期，失业率降至4.3%的近5个月新低；1月CPI同比2.4%、环比0.2%，核心CPI同比2.5%，均低于市场预期，通胀大趋势延续回落，但住房、服务类价格仍有粘性。CME美联储观察显示，市场对首次降息的预期已从年初3月推迟至6月，全年降息预期收敛至2次、合计50个基点，“更高更久”的利率环境仍对成长股估值形成压制。 2. 市场情绪：恐慌性抛售过后，进入超跌修复博弈期 2月12日纳指大跌2.03%，科技七巨头集体重挫，苹果单日市值蒸发超2000亿美元，亚马逊、微软相继跌入技术性熊市，核心诱因是市场对科技巨头合计超6500亿美元的AI资本开支投入产出比","listText":"重要风险提示与合规声明 本文所有内容均基于2026年2月13日收盘后的公开市场信息客观分析，不构成任何投资建议、涨跌预测、荐股或期权推荐，不代表任何确定性判断。<a href=\"https://laohu8.com/S/V\">$Visa(V)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 一、当前核心宏观环境与期权市场情绪 当前美股市场的核心矛盾已从“AI红利追逐”转向“盈利兑现焦虑+利率路径博弈”，直接决定了科技股的估值与波动逻辑： 1. 利率政策：降息预期持续后移，高利率环境延续 1月非农新增就业13万人远超预期，失业率降至4.3%的近5个月新低；1月CPI同比2.4%、环比0.2%，核心CPI同比2.5%，均低于市场预期，通胀大趋势延续回落，但住房、服务类价格仍有粘性。CME美联储观察显示，市场对首次降息的预期已从年初3月推迟至6月，全年降息预期收敛至2次、合计50个基点，“更高更久”的利率环境仍对成长股估值形成压制。 2. 市场情绪：恐慌性抛售过后，进入超跌修复博弈期 2月12日纳指大跌2.03%，科技七巨头集体重挫，苹果单日市值蒸发超2000亿美元，亚马逊、微软相继跌入技术性熊市，核心诱因是市场对科技巨头合计超6500亿美元的AI资本开支投入产出比","text":"重要风险提示与合规声明 本文所有内容均基于2026年2月13日收盘后的公开市场信息客观分析，不构成任何投资建议、涨跌预测、荐股或期权推荐，不代表任何确定性判断。$Visa(V)$ $Meta Platforms, Inc.(META)$ $美国超微公司(AMD)$ $亚马逊(AMZN)$ $微软(MSFT)$ 一、当前核心宏观环境与期权市场情绪 当前美股市场的核心矛盾已从“AI红利追逐”转向“盈利兑现焦虑+利率路径博弈”，直接决定了科技股的估值与波动逻辑： 1. 利率政策：降息预期持续后移，高利率环境延续 1月非农新增就业13万人远超预期，失业率降至4.3%的近5个月新低；1月CPI同比2.4%、环比0.2%，核心CPI同比2.5%，均低于市场预期，通胀大趋势延续回落，但住房、服务类价格仍有粘性。CME美联储观察显示，市场对首次降息的预期已从年初3月推迟至6月，全年降息预期收敛至2次、合计50个基点，“更高更久”的利率环境仍对成长股估值形成压制。 2. 市场情绪：恐慌性抛售过后，进入超跌修复博弈期 2月12日纳指大跌2.03%，科技七巨头集体重挫，苹果单日市值蒸发超2000亿美元，亚马逊、微软相继跌入技术性熊市，核心诱因是市场对科技巨头合计超6500亿美元的AI资本开支投入产出比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/532706074861592","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532545133544768,"gmtCreate":1771036865828,"gmtModify":1771036868113,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"自动驾驶都没真正实现，越画越大，不愧是最大的宗教股票","listText":"自动驾驶都没真正实现，越画越大，不愧是最大的宗教股票","text":"自动驾驶都没真正实现，越画越大，不愧是最大的宗教股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/532545133544768","repostId":"2611136630","repostType":2,"repost":{"id":"2611136630","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770967914,"share":"https://www.laohu8.com/m/news/2611136630?lang=zh_CN&edition=full","pubTime":"2026-02-13 15:31","market":"sg","language":"zh","title":"马斯克的“新大饼”：月球基地","url":"https://stock-news.laohu8.com/highlight/detail?id=2611136630","media":"华尔街见闻","summary":"马斯克以“月球基地Alpha”新叙事替代火星计划，拟在月球制造并发射AI卫星以突破算力瓶颈。此举旨在整合SpaceX发射能力与xAI算力需求，打造差异化估值，虽技术壁垒极高，但为合并实体注入增长想象。","content":"<html><body><p>埃隆·马斯克正在为其新合并的商业<a href=\"https://laohu8.com/S/00776\">帝国</a>构建一个融合太空探索与人工智能的宏大叙事，试图通过“月球基地 Alpha”这一愿景，取代其长期坚持但难以变现的火星殖民计划，作为吸引人才与资本的新引力。</p>\n<p>据 TechCrunch 报道，在 SpaceX 与 xAI 合并及随后的重组中，马斯克向员工展示了这一新蓝图：在月球建立城市，利用月球上的质量驱动器向深空发射 AI 卫星。这一设想是在 xAI 经历高管离职潮后提出的，马斯克试图以此作为新的招聘策略，并为合并后公司的潜在 IPO 提振市场预期。他表示，<strong>要实现超越每年一太瓦（terawatt）的算力目标，必须前往月球并利用太阳能。</strong></p>\n<p>这一战略转向正值 SpaceX 公开放弃长期持有的火星殖民目标之际。相比于难以获得商业资助的火星计划，马斯克现在更倾向于一种基于“卡尔达肖夫指数”的科幻隐喻，即通过构建地外基础设施来捕获太阳能量以驱动大规模 AI 模型。马斯克声称，<strong>该公司有望利用“百分之几的<a href=\"https://laohu8.com/S/000591\">太阳能</a>量”来训练和运行 AI，这一愿景旨在为合并后的实体提供一个区别于其他 AI 实验室的独特价值主张。</strong></p>\n<p>对于投资者而言，这一愿景虽然极具投机性，但逻辑上试图将 SpaceX 的发射能力与 xAI 的算力需求结合。尽管在月球大规模生产超级计算机面临巨大的技术和成本壁垒，但这一叙事可能通过激发散户投资者的热情，试图将 SpaceX 的股票打造为下一个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，同时也为那些厌倦了传统大语言模型开发的工程师提供新的技术挑战。</p>\n<h2><strong>战略重心转移：从火星到月球 AI 中心</strong></h2>\n<p><strong>马斯克这一新愿景是在 xAI 全体员工大会的演示文稿末尾披露的，这通常是他展示火星登陆渲染图和谈论多行星人类未来的环节。</strong>然而，这次的主角变成了月球基地。在概述了在地球轨道建立 AI 数据中心的计划后，马斯克进一步提出，为了突破算力瓶颈，必须走向深空。他构想通过大型磁悬浮列车（即物质驱动器）将月球制造的太空计算机投射到太阳系中。</p>\n<p>这一转变并非毫无征兆。TechCrunch 指出，SpaceX 此前已公开从火星殖民目标后撤。早在 2017 年，因技术挑战和成本过高，SpaceX 就放弃了将 Dragon 飞船改装为火星着陆器的计划。其核心运载工具 Starship 的能力也已缩减，转而专注于两个更具盈利能力的短期任务：发射 Starlink 通信卫星以及执行 NASA 价值 40 亿美元的载人登月合同。</p>\n<p>相比之下，火<strong>星计划缺乏明确的支付方，而月球基地则能更紧密地服务于当前的 AI 算力扩张逻辑。</strong></p>\n<h2><strong>招聘与叙事工具的重塑</strong></h2>\n<p>在过去九年中，火星殖民一直是 SpaceX 极为有效的招聘工具和品牌护城河。</p>\n<p>“占领火星”的口号不仅团结了内部员工，也让 SpaceX 在众多满足于政府合同的承包商中脱颖而出。如今，随着 xAI 被纳入企业版图，马斯克需要一个新的叙事来整合火箭制造与人工智能业务。一位离职高管曾抱怨“所有 AI 实验室都在做完全相同的事情，这很无聊”，而“在月球<a href=\"https://laohu8.com/S/301522\">上大</a>规模生产太阳系级超级计算机”显然打破了这种同质化。</p>\n<p>马斯克引用的“卡尔达肖夫指数”——一个衡量文明能源利用水平的理论——为这一愿景提供了理论框架。他认为，<strong>早期文明利用行星资源，而进阶文明则构建太空基础设施以捕获<a href=\"https://laohu8.com/S/002132\">恒星</a>能量。这种宏大的科幻叙事旨在重新点燃工程师的热情，并为 xAI 赋予超越传统软件公司的使命感。</strong></p>\n<h2><strong>商业逻辑与市场反应</strong></h2>\n<p>尽管构建月球基地的设想看似遥远，但其背后存在一定的商业逻辑。专家指出，<strong>随着地球上数据中心的需求激增和成本上升，在 2030 年代利用地球轨道建立数据中心可能具备可行性。</strong>SpaceX 收购 xAI 并利用太空资产建设数据中心，可能是在押注未来算力基础设施的空间化。</p>\n<p>然而，在月球上建立“自给自足的城市”以生产数吨先进计算机，<strong>前提是进入太空的成本必须大幅降低，且原材料运输问题得到解决。</strong>这一愿景目前更多被视为一个“延伸目标”。</p>\n<p>对于市场而言，如果这一叙事能够被散户投资者接受，可能会推高合并后公司的估值。正如 TechCrunch 所分析，这是一种将 SpaceX 股票转化为下一个市场热点的尝试，同时也为一家原本可能仅以大语言模型闻名的 AI 公司提供了独特的差异化标签。</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 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克的“新大饼”：月球基地\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765666><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃隆·马斯克正在为其新合并的商业帝国构建一个融合太空探索与人工智能的宏大叙事，试图通过“月球基地 Alpha”这一愿景，取代其长期坚持但难以变现的火星殖民计划，作为吸引人才与资本的新引力。\n据 TechCrunch 报道，在 SpaceX 与 xAI 合并及随后的重组中，马斯克向员工展示了这一新蓝图：在月球建立城市，利用月球上的质量驱动器向深空发射 AI 卫星。这一设想是在 xAI 经历高管离职...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765666\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商","LU0056508442.USD":"贝莱德世界科技基金A2","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4555":"新能源车","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION 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经历高管离职潮后提出的，马斯克试图以此作为新的招聘策略，并为合并后公司的潜在 IPO 提振市场预期。他表示，要实现超越每年一太瓦（terawatt）的算力目标，必须前往月球并利用太阳能。\n这一战略转向正值 SpaceX 公开放弃长期持有的火星殖民目标之际。相比于难以获得商业资助的火星计划，马斯克现在更倾向于一种基于“卡尔达肖夫指数”的科幻隐喻，即通过构建地外基础设施来捕获太阳能量以驱动大规模 AI 模型。马斯克声称，该公司有望利用“百分之几的太阳能量”来训练和运行 AI，这一愿景旨在为合并后的实体提供一个区别于其他 AI 实验室的独特价值主张。\n对于投资者而言，这一愿景虽然极具投机性，但逻辑上试图将 SpaceX 的发射能力与 xAI 的算力需求结合。尽管在月球大规模生产超级计算机面临巨大的技术和成本壁垒，但这一叙事可能通过激发散户投资者的热情，试图将 SpaceX 的股票打造为下一个特斯拉，同时也为那些厌倦了传统大语言模型开发的工程师提供新的技术挑战。\n战略重心转移：从火星到月球 AI 中心\n马斯克这一新愿景是在 xAI 全体员工大会的演示文稿末尾披露的，这通常是他展示火星登陆渲染图和谈论多行星人类未来的环节。然而，这次的主角变成了月球基地。在概述了在地球轨道建立 AI 数据中心的计划后，马斯克进一步提出，为了突破算力瓶颈，必须走向深空。他构想通过大型磁悬浮列车（即物质驱动器）将月球制造的太空计算机投射到太阳系中。\n这一转变并非毫无征兆。TechCrunch 指出，SpaceX 此前已公开从火星殖民目标后撤。早在 2017 年，因技术挑战和成本过高，SpaceX 就放弃了将 Dragon 飞船改装为火星着陆器的计划。其核心运载工具 Starship 的能力也已缩减，转而专注于两个更具盈利能力的短期任务：发射 Starlink 通信卫星以及执行 NASA 价值 40 亿美元的载人登月合同。\n相比之下，火星计划缺乏明确的支付方，而月球基地则能更紧密地服务于当前的 AI 算力扩张逻辑。\n招聘与叙事工具的重塑\n在过去九年中，火星殖民一直是 SpaceX 极为有效的招聘工具和品牌护城河。\n“占领火星”的口号不仅团结了内部员工，也让 SpaceX 在众多满足于政府合同的承包商中脱颖而出。如今，随着 xAI 被纳入企业版图，马斯克需要一个新的叙事来整合火箭制造与人工智能业务。一位离职高管曾抱怨“所有 AI 实验室都在做完全相同的事情，这很无聊”，而“在月球上大规模生产太阳系级超级计算机”显然打破了这种同质化。\n马斯克引用的“卡尔达肖夫指数”——一个衡量文明能源利用水平的理论——为这一愿景提供了理论框架。他认为，早期文明利用行星资源，而进阶文明则构建太空基础设施以捕获恒星能量。这种宏大的科幻叙事旨在重新点燃工程师的热情，并为 xAI 赋予超越传统软件公司的使命感。\n商业逻辑与市场反应\n尽管构建月球基地的设想看似遥远，但其背后存在一定的商业逻辑。专家指出，随着地球上数据中心的需求激增和成本上升，在 2030 年代利用地球轨道建立数据中心可能具备可行性。SpaceX 收购 xAI 并利用太空资产建设数据中心，可能是在押注未来算力基础设施的空间化。\n然而，在月球上建立“自给自足的城市”以生产数吨先进计算机，前提是进入太空的成本必须大幅降低，且原材料运输问题得到解决。这一愿景目前更多被视为一个“延伸目标”。\n对于市场而言，如果这一叙事能够被散户投资者接受，可能会推高合并后公司的估值。正如 TechCrunch 所分析，这是一种将 SpaceX 股票转化为下一个市场热点的尝试，同时也为一家原本可能仅以大语言模型闻名的 AI 公司提供了独特的差异化标签。","news_type":1,"symbols_score_info":{"TSLI":0.6,"UFO":0.6,"TSLO":0.6,"07766":0.6,"TSLZ":0.6,"CRSH":0.6,"TSLA":2,"TSDD":0.6,"TSLG":0.6,"TESL":0.6,"TSLL":0.6,"TSLP":0.6,"TSLS":0.6,"TSLW":0.6,"TSYY":0.6,"TSII":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLR":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532384813682976,"gmtCreate":1770997733107,"gmtModify":1770997735687,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"宗教巨头应该独立出来","listText":"宗教巨头应该独立出来","text":"宗教巨头应该独立出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532384813682976","repostId":"2611154500","repostType":2,"repost":{"id":"2611154500","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770991315,"share":"https://www.laohu8.com/m/news/2611154500?lang=zh_CN&edition=full","pubTime":"2026-02-13 22:01","market":"sg","language":"zh","title":"利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611154500","media":"华尔街见闻","summary":"特斯拉与其他六巨头的财务鸿沟急剧拉大：营业利润率不足5%（同行11%-60%），且是唯一盈利下滑的成员。2026年资本支出翻倍至200亿美元将致自由现金流首次转负，而同行在同等巨额支出下仍将产生数百亿正现金流。马斯克或需通过SpaceX IPO融资以支撑其AI雄心。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等科技巨头之间的差距正在迅速拉大。</p>\n<p>据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的驱动。在过去三年中，特斯拉是“七巨头”中唯一一家报告盈利实际下降的公司，这种估值倍数的扩张更多反映了股价与日益恶化的基本面之间日益严重的脱节。</p>\n<p>这种分化在现金流表现上尤为显著。<strong>随着特斯拉计划在2026年将资本支出增加一倍以上至约200亿美元，以支持其自动驾驶和机器人业务，公司自由现金流预计将自2018年以来首次转为负值。</strong>相比之下，Alphabet等同行即便在巨额支出的情况下，预计仍将在同年产生<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的自由现金流，凸显了两者在财务实力上的巨大鸿沟。</p>\n<p>面对资金消耗的加剧，特斯拉向投资者坦言可能需要“额外资金”。这也引发了市场对其首席执行官马斯克商业<a href=\"https://laohu8.com/S/00776\">帝国</a>重组的关注。随着特斯拉在这一精英集团中的地位日益受到质疑，马斯克可能更需要通过SpaceX等旗下其他业务的资本运作来寻求新的资金支持。</p>\n<h2><strong>估值虚高与基本面背离</strong></h2>\n<p>“美股七巨头”这一概念诞生于2023年，最初用于描述领涨<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的七只股票。然而，这一标签在很大程度上已成为大型科技股的代名词，这使得特斯拉的入选显得颇为突兀。特斯拉的主营业务本质上是电动汽车及电池组的制造与销售，属于制造业范畴。相比之下，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>虽然销售消费电子产品，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>虽然拥有电商平台，但两者均被公认为盈利能力极强的信息技术巨头。</p>\n<p>尽管特斯拉在电动汽车设计和辅助驾驶系统方面拥有技术优势，但其更具科技色彩的业务——如Robotaxi（自动驾驶出租车）、人形机器人和芯片制造计划——目前更多处于研发阶段，而非成熟的商业业务。</p>\n<p><strong>特斯拉之所以能跻身该行列，主要归因于其高昂的估值，但这恰恰也是其与其他成员最大的不同之处。</strong>据彭博数据，特斯拉的高远期市盈率更多反映了投资者对其转型的梦想，而非现实业绩。过去三年其估值倍数的扩张，有三分之二可以用盈利预期的下降来解释。作为该集团中唯一盈利下滑的成员，特斯拉的基本面支撑显得愈发薄弱。</p>\n<h2><strong>自由现金流不在同一量级</strong></h2>\n<p>现金流是衡量企业实力的真实指标，而在这一点上，特斯拉与其他六家巨头完全不在一个量级。过去五年中，特斯拉的自由现金流总计约为270亿美元。虽然亚马逊同期的自由现金流仅比特斯拉高出约50%，但这主要是因为亚马逊的资本支出规模是特斯拉的九倍。</p>\n<p>更为直观的对比是：<strong>除亚马逊外，“七巨头”中的每一位成员仅在过去一年创造的自由现金流，就远超特斯拉过去五年的总和。</strong></p>\n<p>这种差距在未来几年可能会进一步扩大。特斯拉正试图重塑为自动驾驶和人工智能领域的领导者，其2026年的资本支出预算约为200亿美元。这笔支出将导致其自由现金流大幅转负。然而，这一预算规模仅为Alphabet预计支出的九分之一，且Alphabet在如此巨大的投入下，预计仍将在2026年产生340亿美元的自由现金流。<strong>这意味着，其他科技巨头完全可以用经营现金流覆盖其在AI领域的巨额赌注，而特斯拉则面临严峻的资金压力。</strong></p>\n<h2><strong>利润率仅为同侪零头</strong></h2>\n<p><strong>现金流的巨大差异折射出底层业务模式的不同。</strong>其他六家公司均可被视为各自领域的绝对主导者，拥有极高的护城河。特斯拉虽然是全球第二大电动汽车销售商，但在全球汽车总销量中的占比仅为1.8%。</p>\n<p>更为关键的是，特斯拉在电动汽车领域的高排名并未转化为高利润。据彭博观点分析，特斯拉的营业利润率目前不足5%。作为对比，其余六家巨头的营业利润率范围在11%（亚马逊，处于区间低端）到近60%（英伟达，处于区间高端）之间。这表明，<strong>试图以一家汽车制造公司为基础构建一个科技巨头，起点异常艰难。</strong></p>\n<p>在人工智能和芯片领域的竞争中，特斯拉不仅要面对“七巨头”中其他成员的巨额预算，还要应对Alphabet旗下Waymo的竞争，后者刚筹集了160亿美元用于扩大Robotaxi运营。此外，Open AI据报道正以1万亿美元的估值寻求IPO，竞争环境极其激烈。</p>\n<h2><strong>资金压力与融资依赖</strong></h2>\n<p>这种财务背景为马斯克商业帝国的重组提供了注脚。特斯拉已告知投资者今年将消耗现金，并可能需要筹集资金。据彭博汇编的数据，利用公开股票市场融资已深植于特斯拉的基因之中，其历史上已进行过11次此类融资，这一次数几乎相当于其他六家巨头融资次数总和。</p>\n<p>与此同时，马斯克旗下的xAI据报道每月烧钱约10亿美元。SpaceX虽然去年实现了80亿美元的EBITDA（息税折旧摊销前利润），但这并未扣除其巨大的资本支出。此外，SpaceX近期还承担了xAI的融资压力。尽管特斯拉账面上拥有超过400亿美元现金，但持续的资金消耗以及可能涉及三家公司的合并传闻，可能会让看似镇定的投资者感到不安。</p>\n<p>在此背景下，SpaceX若能成功进行IPO并筹集数百亿美元新资金，对整个马斯克商业版图至关重要。鉴于特斯拉作为“第七巨头”的地位已岌岌可危，马斯克或许迫切需要打造出第八个巨头来支撑其雄心。</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>利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？</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利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 22:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765692><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、微软和英伟达等科技巨头之间的差距正在迅速拉大。\n据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765692\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","07766":"南方两倍做多特斯拉","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4612":"AI芯片"},"source_url":"https://wallstreetcn.com/articles/3765692","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2611154500","content_text":"特斯拉一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、微软和英伟达等科技巨头之间的差距正在迅速拉大。\n据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的驱动。在过去三年中，特斯拉是“七巨头”中唯一一家报告盈利实际下降的公司，这种估值倍数的扩张更多反映了股价与日益恶化的基本面之间日益严重的脱节。\n这种分化在现金流表现上尤为显著。随着特斯拉计划在2026年将资本支出增加一倍以上至约200亿美元，以支持其自动驾驶和机器人业务，公司自由现金流预计将自2018年以来首次转为负值。相比之下，Alphabet等同行即便在巨额支出的情况下，预计仍将在同年产生数百亿美元的自由现金流，凸显了两者在财务实力上的巨大鸿沟。\n面对资金消耗的加剧，特斯拉向投资者坦言可能需要“额外资金”。这也引发了市场对其首席执行官马斯克商业帝国重组的关注。随着特斯拉在这一精英集团中的地位日益受到质疑，马斯克可能更需要通过SpaceX等旗下其他业务的资本运作来寻求新的资金支持。\n估值虚高与基本面背离\n“美股七巨头”这一概念诞生于2023年，最初用于描述领涨标普500指数的七只股票。然而，这一标签在很大程度上已成为大型科技股的代名词，这使得特斯拉的入选显得颇为突兀。特斯拉的主营业务本质上是电动汽车及电池组的制造与销售，属于制造业范畴。相比之下，苹果虽然销售消费电子产品，亚马逊虽然拥有电商平台，但两者均被公认为盈利能力极强的信息技术巨头。\n尽管特斯拉在电动汽车设计和辅助驾驶系统方面拥有技术优势，但其更具科技色彩的业务——如Robotaxi（自动驾驶出租车）、人形机器人和芯片制造计划——目前更多处于研发阶段，而非成熟的商业业务。\n特斯拉之所以能跻身该行列，主要归因于其高昂的估值，但这恰恰也是其与其他成员最大的不同之处。据彭博数据，特斯拉的高远期市盈率更多反映了投资者对其转型的梦想，而非现实业绩。过去三年其估值倍数的扩张，有三分之二可以用盈利预期的下降来解释。作为该集团中唯一盈利下滑的成员，特斯拉的基本面支撑显得愈发薄弱。\n自由现金流不在同一量级\n现金流是衡量企业实力的真实指标，而在这一点上，特斯拉与其他六家巨头完全不在一个量级。过去五年中，特斯拉的自由现金流总计约为270亿美元。虽然亚马逊同期的自由现金流仅比特斯拉高出约50%，但这主要是因为亚马逊的资本支出规模是特斯拉的九倍。\n更为直观的对比是：除亚马逊外，“七巨头”中的每一位成员仅在过去一年创造的自由现金流，就远超特斯拉过去五年的总和。\n这种差距在未来几年可能会进一步扩大。特斯拉正试图重塑为自动驾驶和人工智能领域的领导者，其2026年的资本支出预算约为200亿美元。这笔支出将导致其自由现金流大幅转负。然而，这一预算规模仅为Alphabet预计支出的九分之一，且Alphabet在如此巨大的投入下，预计仍将在2026年产生340亿美元的自由现金流。这意味着，其他科技巨头完全可以用经营现金流覆盖其在AI领域的巨额赌注，而特斯拉则面临严峻的资金压力。\n利润率仅为同侪零头\n现金流的巨大差异折射出底层业务模式的不同。其他六家公司均可被视为各自领域的绝对主导者，拥有极高的护城河。特斯拉虽然是全球第二大电动汽车销售商，但在全球汽车总销量中的占比仅为1.8%。\n更为关键的是，特斯拉在电动汽车领域的高排名并未转化为高利润。据彭博观点分析，特斯拉的营业利润率目前不足5%。作为对比，其余六家巨头的营业利润率范围在11%（亚马逊，处于区间低端）到近60%（英伟达，处于区间高端）之间。这表明，试图以一家汽车制造公司为基础构建一个科技巨头，起点异常艰难。\n在人工智能和芯片领域的竞争中，特斯拉不仅要面对“七巨头”中其他成员的巨额预算，还要应对Alphabet旗下Waymo的竞争，后者刚筹集了160亿美元用于扩大Robotaxi运营。此外，Open AI据报道正以1万亿美元的估值寻求IPO，竞争环境极其激烈。\n资金压力与融资依赖\n这种财务背景为马斯克商业帝国的重组提供了注脚。特斯拉已告知投资者今年将消耗现金，并可能需要筹集资金。据彭博汇编的数据，利用公开股票市场融资已深植于特斯拉的基因之中，其历史上已进行过11次此类融资，这一次数几乎相当于其他六家巨头融资次数总和。\n与此同时，马斯克旗下的xAI据报道每月烧钱约10亿美元。SpaceX虽然去年实现了80亿美元的EBITDA（息税折旧摊销前利润），但这并未扣除其巨大的资本支出。此外，SpaceX近期还承担了xAI的融资压力。尽管特斯拉账面上拥有超过400亿美元现金，但持续的资金消耗以及可能涉及三家公司的合并传闻，可能会让看似镇定的投资者感到不安。\n在此背景下，SpaceX若能成功进行IPO并筹集数百亿美元新资金，对整个马斯克商业版图至关重要。鉴于特斯拉作为“第七巨头”的地位已岌岌可危，马斯克或许迫切需要打造出第八个巨头来支撑其雄心。","news_type":1,"symbols_score_info":{"TSLI":0.6,"TSLO":0.6,"07766":0.6,"TSLZ":0.6,"CRSH":0.6,"TSLA":1.98,"TSDD":0.6,"TSLG":0.6,"TESL":0.6,"TSLP":0.6,"TSLS":0.6,"TSLW":0.6,"TSYY":0.6,"TSII":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLR":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532027711206112,"gmtCreate":1770910463115,"gmtModify":1770910464956,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 连跌一周差不多了吧","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 连跌一周差不多了吧","text":"$亚马逊(AMZN)$ 连跌一周差不多了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532027711206112","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531518148006184,"gmtCreate":1770786057223,"gmtModify":1770786059655,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"多少年了火星都没去成，fsd也没有真正落地，只有无穷无尽的画饼[开心]&nbsp;&nbsp;","listText":"多少年了火星都没去成，fsd也没有真正落地，只有无穷无尽的画饼[开心]&nbsp;&nbsp;","text":"多少年了火星都没去成，fsd也没有真正落地，只有无穷无尽的画饼[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531518148006184","repostId":"2610132604","repostType":2,"repost":{"id":"2610132604","kind":"news","pubTimestamp":1770781220,"share":"https://www.laohu8.com/m/news/2610132604?lang=zh_CN&edition=full","pubTime":"2026-02-11 11:40","market":"hk","language":"zh","title":"马斯克员工大会释放多个信息：建月球AI卫星工厂、X日活要超10亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2610132604","media":"凤凰网科技","summary":"马斯克在全体员工大会上说。上周，马斯克宣布将xAI与火箭公司SpaceX合并，以推动在外太空建立AI数据中心的计划。在周二的讲话中，马斯克将月球描述为通往火星的垫脚石。X日活要超越10亿马斯克也向员工们谈及更现实的工作事务。马斯克与去年并入xAI的社交媒体X的高管，一同介绍了该社交网络的进展及他对其未来发展的期望。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_07/7E3723C71D60C102191A1B6706FBA165DCACD108_size485_w1176_h776.png\"/></p><p>马斯克</p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间2月11日，据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道，当地时间周二晚上，埃隆·马斯克(Elon Musk)在其AI公司xAI向员工表示，公司需要在月球上建造一座工厂来制造AI卫星，并需要一个巨大的弹射器将它们发射到太空。</p><p><strong>受马斯克热爱的科幻小说的启发，这种太空弹射器将被称为质量投射器，并将成为该公司想象中的月球设施的一部分。</strong>该设施用于制造为xAI旗下AI提供算力的卫星。</p><p>“你们必须去月球。”马斯克在全体员工大会上说。他表示，此举将帮助xAI获取比其他公司更强大的算力来构建其AI。</p><p>马斯克还补充说，“很难想象如此庞大规模的智能体会思考什么，但见证它的实现将非常令人兴奋”。</p><p>上周，马斯克宣布将xAI与火箭公司SpaceX合并，以推动在外太空建立AI数据中心的计划。如今，<strong>这一设想已经扩展到包括月球设施，但他在这场时长一小时的演讲中(还有其他高管的发言)并未说明该设施将如何建造。</strong></p><p><strong>月球是火星垫脚石</strong></p><p>马斯克对月球的执着是最近才出现的。自2002年创立SpaceX以来，他一直表示，让人类成为多星球物种是公司的存在理由，首先要在火星建立殖民地。但最近几个月，他频繁在自己的社交平台X上发布有关公司新关注点的内容：月球。</p><p>两位SpaceX前高管向《纽约时报》透露，月球从未是公司的主要关注点。</p><p>在周二的讲话中，马斯克将月球描述为通往火星的垫脚石。他表示，公司将首先在月球上建造“一座自给自足的城市”，继而前往火星，最终探索恒星系以寻找外星生命。</p><p><strong>X日活要超越10亿</strong></p><p>马斯克也向员工们谈及更现实的工作事务。马斯克与去年并入xAI的社交媒体X的高管，一同介绍了该社交网络的进展及他对其未来发展的期望。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_07/C5AB23C1BED4811F30BEEBB23E3658DCE0EEA7AC_size1126_w820_h1232.png\"/></p><p>xAI加州总部</p><p>马斯克称，X目前拥有约6亿月活跃用户(《纽约时报》无法核实该数字)。2022年，当他收购X的前身推特时，其财报显示可观看广告的日活跃用户数为2.378亿。</p><p>“多数人只在发生重大国际事件时偶尔打开X应用。”马斯克坦言。但他表示，<strong>未来几个月将增加更多服务，这会让X更具吸引力，例如名为X Money的银行功能及独立聊天应用。</strong></p><p>他表示：“我们显然会给人们充分、令人信服的理由每天使用这个应用，我的期望是日活跃用户远超10亿。”</p><p>马斯克曾对新技术推出时间作出过大胆甚至有时不准确的预测。例如，他在2016年曾表示SpaceX将在2018年将首批货物送往火星，但这一任务至今尚未实现。</p><p><strong>创始人离职</strong></p><p>不过，他告诉员工，<strong>他预计xAI将继续快速增长，同时暗示公司可能会失去部分早期员工，并进行可能的重组。</strong></p><p>“如果你在任何特定技术领域的发展速度超过其他所有人，你就会成为领军者，而xAI的发展速度超过任何公司，其他公司甚至望尘莫及，”马斯克表示，“鉴于我们已经达到了一定规模，公司正在进行组织架构调整，以在这一规模下更高效地运作。实际上，当这种调整发生时，有些人更适合公司早期阶段，而不太适合后期阶段。”</p><p>过去的不到48小时内，xAI联合创始人吴宇怀、吉米 · 巴(Jimmy Ba)已先后宣布离职。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克员工大会释放多个信息：建月球AI卫星工厂、X日活要超10亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8qebRzWBfYi><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克凤凰网科技讯 北京时间2月11日，据《纽约时报》报道，当地时间周二晚上，埃隆·马斯克(Elon Musk)在其AI公司xAI向员工表示，公司需要在月球上建造一座工厂来制造AI卫星，并需要一个巨大的弹射器将它们发射到太空。受马斯克热爱的科幻小说的启发，这种太空弹射器将被称为质量投射器，并将成为该公司想象中的月球设施的一部分。该设施用于制造为xAI旗下AI提供算力的卫星。“你们必须去月球。”...</p>\n\n<a href=\"https://tech.ifeng.com/c/8qebRzWBfYi\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSYY":"收益增强TSLA ETF-GraniteShares","BK4555":"新能源车","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) 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ACC"},"source_url":"https://tech.ifeng.com/c/8qebRzWBfYi","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610132604","content_text":"马斯克凤凰网科技讯 北京时间2月11日，据《纽约时报》报道，当地时间周二晚上，埃隆·马斯克(Elon Musk)在其AI公司xAI向员工表示，公司需要在月球上建造一座工厂来制造AI卫星，并需要一个巨大的弹射器将它们发射到太空。受马斯克热爱的科幻小说的启发，这种太空弹射器将被称为质量投射器，并将成为该公司想象中的月球设施的一部分。该设施用于制造为xAI旗下AI提供算力的卫星。“你们必须去月球。”马斯克在全体员工大会上说。他表示，此举将帮助xAI获取比其他公司更强大的算力来构建其AI。马斯克还补充说，“很难想象如此庞大规模的智能体会思考什么，但见证它的实现将非常令人兴奋”。上周，马斯克宣布将xAI与火箭公司SpaceX合并，以推动在外太空建立AI数据中心的计划。如今，这一设想已经扩展到包括月球设施，但他在这场时长一小时的演讲中(还有其他高管的发言)并未说明该设施将如何建造。月球是火星垫脚石马斯克对月球的执着是最近才出现的。自2002年创立SpaceX以来，他一直表示，让人类成为多星球物种是公司的存在理由，首先要在火星建立殖民地。但最近几个月，他频繁在自己的社交平台X上发布有关公司新关注点的内容：月球。两位SpaceX前高管向《纽约时报》透露，月球从未是公司的主要关注点。在周二的讲话中，马斯克将月球描述为通往火星的垫脚石。他表示，公司将首先在月球上建造“一座自给自足的城市”，继而前往火星，最终探索恒星系以寻找外星生命。X日活要超越10亿马斯克也向员工们谈及更现实的工作事务。马斯克与去年并入xAI的社交媒体X的高管，一同介绍了该社交网络的进展及他对其未来发展的期望。xAI加州总部马斯克称，X目前拥有约6亿月活跃用户(《纽约时报》无法核实该数字)。2022年，当他收购X的前身推特时，其财报显示可观看广告的日活跃用户数为2.378亿。“多数人只在发生重大国际事件时偶尔打开X应用。”马斯克坦言。但他表示，未来几个月将增加更多服务，这会让X更具吸引力，例如名为X Money的银行功能及独立聊天应用。他表示：“我们显然会给人们充分、令人信服的理由每天使用这个应用，我的期望是日活跃用户远超10亿。”马斯克曾对新技术推出时间作出过大胆甚至有时不准确的预测。例如，他在2016年曾表示SpaceX将在2018年将首批货物送往火星，但这一任务至今尚未实现。创始人离职不过，他告诉员工，他预计xAI将继续快速增长，同时暗示公司可能会失去部分早期员工，并进行可能的重组。“如果你在任何特定技术领域的发展速度超过其他所有人，你就会成为领军者，而xAI的发展速度超过任何公司，其他公司甚至望尘莫及，”马斯克表示，“鉴于我们已经达到了一定规模，公司正在进行组织架构调整，以在这一规模下更高效地运作。实际上，当这种调整发生时，有些人更适合公司早期阶段，而不太适合后期阶段。”过去的不到48小时内，xAI联合创始人吴宇怀、吉米 · 巴(Jimmy Ba)已先后宣布离职。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"CRSH":0.6,"TSLT":0.6,"TSLI":0.6,"TSLA":1.91,"TESL":0.6,"TSLG":0.6,"TSLO":0.6,"TSL":0.6,"TSDD":0.6,"TSLY":0.6,"TSII":0.6,"TSLR":0.6,"TSLL":0.6,"TSLW":0.6,"TSYY":0.6,"TSLS":0.6,"TSLP":0.6,"UFO":0.6,"07766":0.6,"TSLZ":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529919698441040,"gmtCreate":1770395899572,"gmtModify":1770395902339,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"对于fsd传统车企并不买账的情况，特斯拉也是急得不行了[开心]&nbsp; 谁想帮别人付费测试呢？什么时候真正的对得起fsd这个名字的时候再来和别人谈合作的事情吧","listText":"对于fsd传统车企并不买账的情况，特斯拉也是急得不行了[开心]&nbsp; 谁想帮别人付费测试呢？什么时候真正的对得起fsd这个名字的时候再来和别人谈合作的事情吧","text":"对于fsd传统车企并不买账的情况，特斯拉也是急得不行了[开心] 谁想帮别人付费测试呢？什么时候真正的对得起fsd这个名字的时候再来和别人谈合作的事情吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529919698441040","repostId":"2609976955","repostType":2,"repost":{"id":"2609976955","kind":"news","pubTimestamp":1770392340,"share":"https://www.laohu8.com/m/news/2609976955?lang=zh_CN&edition=full","pubTime":"2026-02-06 23:39","market":"sg","language":"zh","title":"特斯拉副总裁陶琳：愿意将FSD能力开放给更多车企使用，未来每一辆车都应该具备自动驾驶能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2609976955","media":"新浪科技","summary":"新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战略规划与业务布局。陶琳表示，特斯拉一直秉持开放的理念。就像充电网络已经向其他品牌开放一样，特斯拉未来也愿意将FSD能力开放给更多车企使用。她说，特斯拉的世界模型可以更高效地适配到不同车辆上，帮助整个行业更快进入自动驾驶时代。","content":"<html><body><div>\n<p>　　新浪科技讯 2月6日晚间消息，据媒体报道，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>副总裁陶琳在一场交流会上阐述了公司2026年的战略规划与业务布局。</p>\n<p>　　未来FSD是否会向其他车企开放？陶琳表示，特斯拉一直秉持开放的理念。就像充电网络已经向其他品牌开放一样，特斯拉未来也愿意将FSD能力开放给更多车企使用。当然，这需要一定的合作开发，目前特斯拉的精力主要集中在自身系统完善上，还没有正式启动，但这是一个明确的长期方向。</p>\n<p>　　“我们认为，未来每一辆车都应该具备自动驾驶能力。但并不是每一家车企都有能力从零开始研发完整系统，这需要巨额资金、庞大团队以及<a href=\"https://laohu8.com/S/603138\">海量数据</a>。”她说，特斯拉的世界模型可以更高效地适配到不同车辆上，帮助整个行业更快进入自动驾驶时代。FSD进入中国的意义，某种程度上可能会类似当年上海超级工厂对新能源汽车产业的推动作用。</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<p>责任编辑：陈钰嘉 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉副总裁陶琳：愿意将FSD能力开放给更多车企使用，未来每一辆车都应该具备自动驾驶能力</title>\n<style 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2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战略规划与业务布局。\n　　未来FSD是否会向其他车企开放？陶琳表示，特斯拉一直秉持开放的理念。就像充电网络已经向其他品牌开放一样，特斯拉未来也愿意将FSD能力开放给更多车企使用。当然，这需要一定的合作开发，目前特斯拉的精力主要集中在自身系统完善上，还没有正式启动，但这是一个明确的长期方向。\n　　“我们认为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkxcfv7812444.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSYY":"收益增强TSLA 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华尔街是不是疯了，这是集体做空加剧恐慌氛围啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529620935824728","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"黄金坑！390～400就是买入区间😊","text":"黄金坑！390～400就是买入区间😊","html":"黄金坑！390～400就是买入区间😊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529218305311528,"gmtCreate":1770239790249,"gmtModify":1770239792124,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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差不多调整到位了，苹果修复完了就该到微软了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529218305311528","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529126258155768,"gmtCreate":1770165993669,"gmtModify":1770165996387,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"这下画饼连ppt都不用放了[开心]&nbsp;&nbsp;","listText":"这下画饼连ppt都不用放了[开心]&nbsp;&nbsp;","text":"这下画饼连ppt都不用放了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529126258155768","repostId":"2608381373","repostType":2,"repost":{"id":"2608381373","kind":"highlight","pubTimestamp":1770162061,"share":"https://www.laohu8.com/m/news/2608381373?lang=zh_CN&edition=full","pubTime":"2026-02-04 07:41","market":"us","language":"zh","title":"马斯克称“擎天柱”将成为冯诺依曼式探测器，在任何宜居星球上自主建立文明","url":"https://stock-news.laohu8.com/highlight/detail?id=2608381373","media":"环球市场播报","summary":"一位X用户评论SpaceX与xAI合并的消息称：“每年启动太瓦级的AI计算？？如果这成为现实，那将是能想象到的最奇特的科幻时间线之一。这会是冯诺依曼式探测器（一种理论上的自我复制航天器，可以用来殖民恒星系统）开始的方式吗？”\n　　马斯克回应称：“是的，‘擎天柱’将是第一台冯诺依曼式机器，它能够在任何适宜居住的星球上自主建立文明。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","content":"<html><body><div>\n<p>　　一位X用户评论SpaceX与xAI合并的消息称：“每年启动太瓦级的AI计算？？如果这成为现实，那将是能想象到的最奇特的科幻时间线之一。这会是冯诺依曼式探测器（一种理论上的自我复制航天器，可以用来殖民<a href=\"https://laohu8.com/S/002132\">恒星</a>系统）开始的方式吗？”</p>\n<p>　　马斯克回应称：“是的，‘擎天柱’将是第一台冯诺依曼式机器，它能够在任何适宜居住的星球上自主建立文明。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/395/w550h645/20260204/acfa-565c44191aae272fb118ac3b0ed8f61e.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克称“擎天柱”将成为冯诺依曼式探测器，在任何宜居星球上自主建立文明\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 07:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhkrayt6703047.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一位X用户评论SpaceX与xAI合并的消息称：“每年启动太瓦级的AI计算？？如果这成为现实，那将是能想象到的最奇特的科幻时间线之一。这会是冯诺依曼式探测器（一种理论上的自我复制航天器，可以用来殖民恒星系统）开始的方式吗？”\n　　马斯克回应称：“是的，‘擎天柱’将是第一台冯诺依曼式机器，它能够在任何适宜居住的星球上自主建立文明。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhkrayt6703047.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/finance/transform/395/w550h645/20260204/acfa-565c44191aae272fb118ac3b0ed8f61e.jpg","relate_stocks":{"TSLT":"2倍做多TSLA ETF-T-Rex","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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY 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没见过哪家公司的高管立马一直强调别人不要当它是车企要把它当科技公司看的，也就特斯拉如此特殊[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/528321707136728","isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"事实也是个不务正业的车企因为拥有更加远大的志向，汽车只是过渡产品。","text":"事实也是个不务正业的车企因为拥有更加远大的志向，汽车只是过渡产品。","html":"事实也是个不务正业的车企因为拥有更加远大的志向，汽车只是过渡产品。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527428071220384,"gmtCreate":1769787522625,"gmtModify":1769787524948,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"目前的版本根本没有实用性怎么确定未来市场一定会买账？而且就一年的时间去优化...？论自信还是得马圣呀，看了赛博皮卡和S还有X的销量都哭了。","listText":"目前的版本根本没有实用性怎么确定未来市场一定会买账？而且就一年的时间去优化...？论自信还是得马圣呀，看了赛博皮卡和S还有X的销量都哭了。","text":"目前的版本根本没有实用性怎么确定未来市场一定会买账？而且就一年的时间去优化...？论自信还是得马圣呀，看了赛博皮卡和S还有X的销量都哭了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/527428071220384","repostId":"2607043586","repostType":2,"repost":{"id":"2607043586","kind":"news","pubTimestamp":1769777928,"share":"https://www.laohu8.com/m/news/2607043586?lang=zh_CN&edition=full","pubTime":"2026-01-30 20:58","market":"us","language":"zh","title":"马斯克：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线","url":"https://stock-news.laohu8.com/highlight/detail?id=2607043586","media":"IT之家","summary":"建设一条年产 1000 万台的产线。","content":"<html><head></head><body><p>1月30日周五， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。</p><p>此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f016bb79060f9bc6ed0d5e22a1e4a58d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 100 万台人形机器人的能力。后续公司将在得州超级工厂进行产能爬坡，建设一条年产 1000 万台的产线。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88bdfbe1d878ff7e3c782f894f056fc1\" title=\"\" tg-width=\"1440\" tg-height=\"793\"/></p><p>不过，考虑到民众适应机器人需要一段时间，因此马斯克认为“Optimus 初期的产量提升会相对谨慎”，但其依然坚信这款人形机器人最终可能对社会和经济产生深远影响。</p><p>Optimus 本质上会是一款通用型机器人，能够通过观察人类行为来学习。你可以示范一个任务、口头描述一个任务，甚至给它看一段视频，它都能学会去完成。这将是一款能力非常强的机器人。从长期来看，我认为 Optimus 会对美国 GDP 产生非常显著的影响。</p></body></html>","source":"ithome","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Optimus进行产能爬坡，将建设年产1000万台的产线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 20:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/917/980.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月30日周五， 特斯拉 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 ...</p>\n\n<a href=\"https://www.ithome.com/0/917/980.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9753361e4f73430b74709d4b04b8819f","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/917/980.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607043586","content_text":"1月30日周五， 特斯拉 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 100 万台人形机器人的能力。后续公司将在得州超级工厂进行产能爬坡，建设一条年产 1000 万台的产线。不过，考虑到民众适应机器人需要一段时间，因此马斯克认为“Optimus 初期的产量提升会相对谨慎”，但其依然坚信这款人形机器人最终可能对社会和经济产生深远影响。Optimus 本质上会是一款通用型机器人，能够通过观察人类行为来学习。你可以示范一个任务、口头描述一个任务，甚至给它看一段视频，它都能学会去完成。这将是一款能力非常强的机器人。从长期来看，我认为 Optimus 会对美国 GDP 产生非常显著的影响。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204949070832372","authorId":"4204949070832372","name":"哟哟哟 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这就是宗教","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527110043899504","repostId":"2607803587","repostType":2,"repost":{"id":"2607803587","kind":"news","pubTimestamp":1769696940,"share":"https://www.laohu8.com/m/news/2607803587?lang=zh_CN&edition=full","pubTime":"2026-01-29 22:29","market":"hk","language":"zh","title":"马斯克：“不希望人类灭绝”","url":"https://stock-news.laohu8.com/highlight/detail?id=2607803587","media":"环球市场播报","summary":"有网友问，“埃隆，我有个问题。既然人工智能终将接管所有工作，你明明清楚未来就业岗位会减少，为什么还建议大家多生孩子呢？”\n　　马斯克对此回应称：“将会有全民高收入和育儿福利，而且我热爱人类，不希望我们走向灭绝。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","content":"<html><body><div>\n<p>　　有网友问，“埃隆，我有个问题。既然人工智能终将接管所有工作，你明明清楚未来就业岗位会减少，为什么还建议大家多生孩子呢？”</p>\n<p>　　马斯克对此回应称：“将会有<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>高收入和育儿福利，而且我热爱人类，不希望我们走向灭绝。”</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/25/w550h275/20260129/c510-046e0f69c13ed257604ca30bf9311901.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈钰嘉 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克：“不希望人类灭绝”</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：“不希望人类灭绝”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 22:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-29/doc-inhiywcy0621823.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有网友问，“埃隆，我有个问题。既然人工智能终将接管所有工作，你明明清楚未来就业岗位会减少，为什么还建议大家多生孩子呢？”\n　　马斯克对此回应称：“将会有全民高收入和育儿福利，而且我热爱人类，不希望我们走向灭绝。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-29/doc-inhiywcy0621823.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF 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自动驾驶可能还算能用，机器人是完全没在公开场合不用远程控制出现过，这东西真的能卖吗？为了维持高估值只能拼命甩出看似新东西的马圣","listText":"[开心]&nbsp; 自动驾驶可能还算能用，机器人是完全没在公开场合不用远程控制出现过，这东西真的能卖吗？为了维持高估值只能拼命甩出看似新东西的马圣","text":"[开心] 自动驾驶可能还算能用，机器人是完全没在公开场合不用远程控制出现过，这东西真的能卖吗？为了维持高估值只能拼命甩出看似新东西的马圣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/527043602744872","repostId":"1196380610","repostType":2,"repost":{"id":"1196380610","kind":"news","pubTimestamp":1769646208,"share":"https://www.laohu8.com/m/news/1196380610?lang=zh_CN&edition=full","pubTime":"2026-01-29 08:23","market":"us","language":"zh","title":"特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus","url":"https://stock-news.laohu8.com/highlight/detail?id=1196380610","media":"华尔街见闻","summary":"周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是\"首个面向大规模生产设计的版本\"。","content":"<html><head></head><body><blockquote><p>马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。</p></blockquote><p style=\"text-align: justify;\">特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。</p><p style=\"text-align: justify;\">周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，<strong>公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。</strong></p><p style=\"text-align: justify;\">这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。马斯克表示：</p><blockquote><p style=\"text-align: justify;\">现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。所以，如果你有兴趣购买Model S或Model X，现在就是预订的最佳时机。</p></blockquote><p style=\"text-align: justify;\">这两款车型是特斯拉最早推出的产品，但近年来随着全球电动汽车竞争加剧，公司已多次大幅降价。去年这两款车型仅占特斯拉159万辆交付量的3%，远不及Model 3和Model Y的销售表现。</p><p style=\"text-align: justify;\"><strong>马斯克表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。</strong></p><p style=\"text-align: justify;\">华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是&#34;首个面向大规模生产设计的版本&#34;。</p><p style=\"text-align: justify;\">公司正在开发这款双足智能机器人，目标是使其能够完成从工厂作业到看护儿童等各类任务。</p></body></html>","source":"lsy1762389672944","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>特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将停产Model S和X，生产线转至制造人形机器人Optimus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 08:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764410><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764410\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3764410","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196380610","content_text":"马斯克表示：“现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。如果你有兴趣购买Model S和X，现在是下单的时候。”他表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。周三美股盘后，特斯拉Q4财报电话会上CEO马斯克宣布，公司将停止生产Model S和Model X车型，并将位于加州弗里蒙特的工厂生产线转为制造Optimus人形机器人。这标志着特斯拉最早推出的两款车型正式退出历史舞台，公司战略重心进一步从传统电动汽车转向自动驾驶和人形机器人领域。马斯克表示：现在是时候以体面的方式终止Model S和X项目了。因为我们真的正在迈向一个基于自动驾驶的未来。所以，如果你有兴趣购买Model S或Model X，现在就是预订的最佳时机。这两款车型是特斯拉最早推出的产品，但近年来随着全球电动汽车竞争加剧，公司已多次大幅降价。去年这两款车型仅占特斯拉159万辆交付量的3%，远不及Model 3和Model Y的销售表现。马斯克表示，公司将在弗里蒙特工厂建立一条年产能100万台的Optimus生产线。华尔街见闻提及，特斯拉在财报中披露，计划本季度发布第三代Optimus，这将是\"首个面向大规模生产设计的版本\"。公司正在开发这款双足智能机器人，目标是使其能够完成从工厂作业到看护儿童等各类任务。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526519533745296,"gmtCreate":1769572544800,"gmtModify":1769572547155,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的畜牧业可是出了不少力，你不要乱说","listText":"马圣的畜牧业可是出了不少力，你不要乱说","text":"马圣的畜牧业可是出了不少力，你不要乱说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526519533745296","repostId":"2606650752","repostType":2,"repost":{"id":"2606650752","kind":"news","pubTimestamp":1769560920,"share":"https://www.laohu8.com/m/news/2606650752?lang=zh_CN&edition=full","pubTime":"2026-01-28 08:42","market":"us","language":"zh","title":"特斯拉2025年品牌价值已暴跌36% 马斯克在拖后腿？","url":"https://stock-news.laohu8.com/highlight/detail?id=2606650752","media":"智能汽车","summary":"报告指出，特斯拉品牌价值的下滑幅度创下纪录，与2023年初662亿美元的峰值相比，已蒸发58%。从市场表现来看，特斯拉在多个关键指标上均呈现恶化趋势。美国消费者的推荐评分从2023年的满分10分中的8.2分暴跌至4.0分，表明超过60%的用户不再愿意向亲友推荐购买特斯拉。在欧洲市场，特斯拉的购车考虑率也从21%降至16%，被梅赛德斯和比亚迪等品牌反超。此外，特斯拉CEO马斯克频频发表争议言论，也对特斯拉产生了一定负面影响。","content":"<html><body><article><p>【CNMO科技消息】根据英国品牌估值机构Brand Finance发布的最新报告，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的品牌价值在2025年大幅缩水154亿美元，约合人民币1100亿元，同比暴跌36%，已连续第三年下滑，降至276亿美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260128085033360d206xc37sl54pl0\"/><p>报告指出，特斯拉品牌价值的下滑幅度创下纪录，与2023年初662亿美元的峰值相比，已蒸发58%。此次评估综合了财务数据和全球消费者调研结果，覆盖18个国家超10万份问卷，其权威性得到了达沃斯论坛的认可。</p><p>从市场表现来看，特斯拉在多个关键指标上均呈现恶化趋势。美国消费者的推荐评分从2023年的满分10分中的8.2分暴跌至4.0分，表明超过60%的用户不再愿意向亲友推荐购买特斯拉。在欧洲市场，特斯拉的购车考虑率也从21%降至16%，被梅赛德斯和<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>等品牌反超。尽管美国车主的忠诚度逆势上升至92%，但品牌整体的“酷炫度”指标却大幅下降，存量用户的黏性与增量吸引力之间出现了严重背离。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260128085037682d206ajwn48h9vii\"/><p>Brand Finance首席执行官戴维·黑格分析认为，特斯拉品牌价值的下滑主要归因于产品力断层与定价失衡。主力车型Model 3和Model Y长期未换代，难以满足市场需求；而新车型Cybertruck销量惨淡，且频繁召回。同时，特斯拉在定价策略上也面临挑战，性价比劣势逐渐凸显。此外，特斯拉CEO马斯克频频发表争议言论，也对特斯拉产生了一定负面影响。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉2025年品牌价值已暴跌36% 马斯克在拖后腿？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉2025年品牌价值已暴跌36% 马斯克在拖后腿？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 08:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128085058a45de70d&s=b><strong>智能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】根据英国品牌估值机构Brand Finance发布的最新报告，特斯拉的品牌价值在2025年大幅缩水154亿美元，约合人民币1100亿元，同比暴跌36%，已连续第三年下滑，降至276亿美元。报告指出，特斯拉品牌价值的下滑幅度创下纪录，与2023年初662亿美元的峰值相比，已蒸发58%。此次评估综合了财务数据和全球消费者调研结果，覆盖18个国家超10万份问卷，其权威性得到了达沃斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128085058a45de70d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","TSLI":"2倍做多TSLA ETF-ProShares","BK4588":"碎股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 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]&nbsp; [开心]&nbsp; [开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 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]&nbsp; [开心]&nbsp; [开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","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":14198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"content":"买期权呀，时间价值有损耗呀，万一来个大涨就傻了","text":"买期权呀，时间价值有损耗呀，万一来个大涨就傻了","html":"买期权呀，时间价值有损耗呀，万一来个大涨就傻了"},{"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"content":"这笔put亏了14700多刀吧","text":"这笔put亏了14700多刀吧","html":"这笔put亏了14700多刀吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848958347,"gmtCreate":1635955907637,"gmtModify":1635957311381,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了，终于开始连续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了，终于开始连续下行","text":"$特斯拉(TSLA)$ 舒服了，终于开始连续下行","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/848958347","isVote":1,"tweetType":1,"viewCount":10321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"回调空间有限","text":"回调空间有限","html":"回调空间有限"},{"author":{"id":"290453790419835","authorId":"290453790419835","name":"财富888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"290453790419835","authorIdStr":"290453790419835"},"content":"继续等你的950嘛","text":"继续等你的950嘛","html":"继续等你的950嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482284250611784,"gmtCreate":1758774145252,"gmtModify":1758774147446,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","listText":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","text":"车企还不是得靠卖车的利好，卖车不好跌得少，教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出：</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。</strong>相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善，Spak在报告最后仍强调：</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示：“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出：“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善，Spak在报告最后仍强调：“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":2,"crmLevelSwitch":0,"idStr":"4200747074916302","authorIdStr":"4200747074916302"},"content":"200多喊到现在400多了，倒是使劲空嘛，说再多都没用","text":"200多喊到现在400多了，倒是使劲空嘛，说再多都没用","html":"200多喊到现在400多了，倒是使劲空嘛，说再多都没用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409615494414632,"gmtCreate":1741013693712,"gmtModify":1741019403619,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>精彩的拉高出货，准备好继续向下了吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>精彩的拉高出货，准备好继续向下了吗？","text":"$特斯拉(TSLA)$ 精彩的拉高出货，准备好继续向下了吗？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":3,"link":"https://laohu8.com/post/409615494414632","isVote":1,"tweetType":1,"viewCount":7928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509488235420383","authorId":"3509488235420383","name":"云游四方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3509488235420383","authorIdStr":"3509488235420383"},"content":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。","text":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。","html":"实事求是的说，特斯拉未来可期。股票投的是大趋势。短线下跌，未来可期。"},{"author":{"id":"4193543537218652","authorId":"4193543537218652","name":"yoyonono","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4193543537218652","authorIdStr":"4193543537218652"},"content":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？","text":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？","html":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘，你也不可能反着指数去认为特斯拉会涨吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317753425187072,"gmtCreate":1718615571032,"gmtModify":1718636404307,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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[开心]","html":"听说马斯克会给你封口费，怕你每天喷他和特斯拉 [开心]"},{"author":{"id":"3435432557835819","authorId":"3435432557835819","name":"Nirvana2000","avatar":"https://static.laohu8.com/5dee3b809b7f81bc4f31e9b05c31b392","crmLevel":1,"crmLevelSwitch":1,"idStr":"3435432557835819","authorIdStr":"3435432557835819"},"content":"我看这位大姐天天上来喊空都觉得累","text":"我看这位大姐天天上来喊空都觉得累","html":"我看这位大姐天天上来喊空都觉得累"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383651390804456,"gmtCreate":1734706175345,"gmtModify":1734744003070,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌哇哦，这波诱多可以的，市盈率还有116倍可以慢慢砸","listText":"‌<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌哇哦，这波诱多可以的，市盈率还有116倍可以慢慢砸","text":"‌$特斯拉(TSLA)$ ‌哇哦，这波诱多可以的，市盈率还有116倍可以慢慢砸","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":22,"repostSize":4,"link":"https://laohu8.com/post/383651390804456","isVote":1,"tweetType":1,"viewCount":6656,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值，还没有调低的。你是唯一？可是正常人会选择更相信华尔街的评估师","text":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值，还没有调低的。你是唯一？可是正常人会选择更相信华尔街的评估师","html":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值，还没有调低的。你是唯一？可是正常人会选择更相信华尔街的评估师"},{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"别再出来乱说了，基本的东西都不会判断，误人不浅","text":"别再出来乱说了，基本的东西都不会判断，误人不浅","html":"别再出来乱说了，基本的东西都不会判断，误人不浅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407384084603008,"gmtCreate":1740477937218,"gmtModify":1740484203248,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车，再好会有多少大冤种装[微笑]&nbsp; 免费好用才是硬道理，还有极高的政治风险在，坐等反向破万亿[开心]&nbsp; 包空你教主的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车，再好会有多少大冤种装[微笑]&nbsp; 免费好用才是硬道理，还有极高的政治风险在，坐等反向破万亿[开心]&nbsp; 包空你教主的","text":"$特斯拉(TSLA)$ 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车，再好会有多少大冤种装[微笑] 免费好用才是硬道理，还有极高的政治风险在，坐等反向破万亿[开心] 包空你教主的","images":[{"img":"https://static.tigerbbs.com/d6e6b886730d1d43553f02ccf87b9feb","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":23,"repostSize":2,"link":"https://laohu8.com/post/407384084603008","isVote":1,"tweetType":1,"viewCount":27508,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195272735879932","authorId":"4195272735879932","name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","crmLevel":1,"crmLevelSwitch":0,"idStr":"4195272735879932","authorIdStr":"4195272735879932"},"content":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","text":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","html":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的"},{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂","text":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂","html":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388293509525656,"gmtCreate":1735828001370,"gmtModify":1735835403273,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 488接盘的兄弟也太可怜了，估计得等一两年了（前提是马大炮靠谱）光靠梦想果然不行啊，还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了，那么多优惠政策也完不成任务[开心]&nbsp; 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落地中国的时候，就是股价上涨到1000的时候。","html":"长期看好，FSD和cyber truck 落地中国的时候，就是股价上涨到1000的时候。"},{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":4,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","text":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","html":"国内新能源车越来越卷，虽然特斯拉还是优势明显，但是小米的崛起，理想的下沉，前后夹击，让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420633987400264,"gmtCreate":1743724588763,"gmtModify":1743724590282,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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得到十块以下了，半导体行业挺害怕通胀和衰退的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/420633987400264","isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3457299282858406","authorIdStr":"3457299282858406"},"content":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅","text":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅","html":"这可是三倍，10块？1块都有可能，随便半导体回调个30%，基本上这玩意就7-80%的跌幅"},{"author":{"id":"4092899621702560","authorId":"4092899621702560","name":"pzxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4092899621702560","authorIdStr":"4092899621702560"},"content":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了","text":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了","html":"昨天本来想抄底，结果看到了你的帖子，唉，这种人就是无脑空，什么逻辑都没有，拉黑了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289300674449728,"gmtCreate":1711652947561,"gmtModify":1711652949220,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a 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