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畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
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畜牧教主马斯克
11-18 22:45
$特斯拉(TSLA)$
马圣快显灵再发x拉一波股价[开心]
畜牧教主马斯克
11-18 19:28
翻不了,高估的画饼公司会被大环境压制就看什么时候给马圣套住。
畜牧教主马斯克
11-18 16:16
确实是外星科技自己摸到一些棱角都可能被划伤的究极神车[微笑] 看起来厉害,实则普通民众都不会买的性价比巨低的车[你懂的]
马斯克形容 Cybertruck 是“外星科技”,大得像象、跑得像豹
畜牧教主马斯克
11-17 21:27
画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?
马斯克向比尔·盖茨发出“最后通牒”:尽快平仓特斯拉空头头寸
畜牧教主马斯克
11-14
$特斯拉(TSLA)$
对马圣的信仰之力还在支撑没有让马圣亏钱,太感动了信徒们。
畜牧教主马斯克
11-14
30%太少了吧,既然马圣说估值80%在不存在的东西上面那跌个70%不算多[微笑]
畜牧教主马斯克
11-14
$特斯拉(TSLA)$
信徒们的狂热结束了,狠狠滴收割吧。全是ppt和预计只说未来的公司万亿市值也未免过于离谱。这个价位开盘的话马上要杀到马圣的加仓价格了,到时候守不住的话又是一波崩盘[财迷]
畜牧教主马斯克
11-14
$PayPal(PYPL)$
55最稳
畜牧教主马斯克
11-14
$特斯拉(TSLA)$
买股票不学会止盈最终又会回到起点,更何况是投资只剩下大饼的公司[开心]
畜牧教主马斯克
11-13
卖什么汽车,卖饼就行了
特斯拉AI高管警告:明年将是最艰难的一年
畜牧教主马斯克
11-13
$特斯拉(TSLA)$
只差一根大阴线,快来吧。
畜牧教主马斯克
11-13
屏幕换挡和方向盘转向灯都是纯纯的逆天,一点也不顾安全,什么科技感都是信徒在瞎吹。
特斯拉郁闷!详解新国标意见稿:单踏板、屏幕换挡将被禁用
畜牧教主马斯克
11-12
公开场合就熄火的机器人是不是可以认为公司并没有信心展现在大众面前[开心] 匹配的生产线都没有,量产都说得那么自信。你们家马圣连电动重卡和电动皮卡这种相对简单的都没量产出来,去相信他能短期内从0做好机器人的生产线并且量产成功商业化[你懂的]
畜牧教主马斯克
11-12
幡然醒悟离开邪教奔赴更好的未来,从此不需要再看马圣脸色行事。
特斯拉再现离职潮,三款“神车”同时失去负责人
畜牧教主马斯克
11-12
挺好的有自己投资理念,上梁不正下梁歪不能够支持邪教。
段永平回应为何不买特斯拉股票:不喜欢马斯克品行
畜牧教主马斯克
11-11
优秀,这样的人都不买入特斯拉到底谁是有认知的呢
畜牧教主马斯克
11-11
宗教股通过了有什么奇怪的,不通过才离谱。马圣出走了就没人天天在x上画饼特能……特斯拉的“未来”了,都是马圣精心准备的ppt和帖子堆砌起来的。
马斯克天价酬酬方案通过了,为什么?
畜牧教主马斯克
11-11
电动皮卡什么乐色[微笑] 就算量产几个人买账?当初吹得有多狠现在就有多凄凉。
特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?
畜牧教主马斯克
11-11
深度绑定一个人并不是什么好事[微笑] 再说了,里面说的都是基于非常顺利的基础上才能实现,现实真的这么顺利吗[邪恶] 马圣理论,先短期预测落地,再通过不断的延期吸引眼球骗投资再慢慢改善,结果永远到不了真正完全落地的真实。
大摩:市场低估了xAI对特斯拉的意义,FSD 14.3或将成为自动驾驶的“蒸汽机时刻”
畜牧教主马斯克
11-10
佩洛西厉害,木头姐大部分收益都是跟特斯拉爆发的时候拉起来的,基本上和特斯拉绑定在一起,没有什么硬实力。
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马圣快显灵再发x拉一波股价[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501632732614952","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501586491379872,"gmtCreate":1763465289730,"gmtModify":1763465292236,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"翻不了,高估的画饼公司会被大环境压制就看什么时候给马圣套住。","listText":"翻不了,高估的画饼公司会被大环境压制就看什么时候给马圣套住。","text":"翻不了,高估的画饼公司会被大环境压制就看什么时候给马圣套住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501586491379872","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501538387157440,"gmtCreate":1763453775211,"gmtModify":1763453777906,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"确实是外星科技自己摸到一些棱角都可能被划伤的究极神车[微笑] 看起来厉害,实则普通民众都不会买的性价比巨低的车[你懂的] ","listText":"确实是外星科技自己摸到一些棱角都可能被划伤的究极神车[微笑] 看起来厉害,实则普通民众都不会买的性价比巨低的车[你懂的] ","text":"确实是外星科技自己摸到一些棱角都可能被划伤的究极神车[微笑] 看起来厉害,实则普通民众都不会买的性价比巨低的车[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501538387157440","repostId":"2584571984","repostType":2,"repost":{"id":"2584571984","kind":"highlight","pubTimestamp":1763451778,"share":"https://www.laohu8.com/m/news/2584571984?lang=&edition=full","pubTime":"2025-11-18 15:42","market":"sh","language":"zh","title":"马斯克形容 Cybertruck 是“外星科技”,大得像象、跑得像豹","url":"https://stock-news.laohu8.com/highlight/detail?id=2584571984","media":"IT之家","summary":"在作客 The Joe Rogan Experience 播客节目时,特斯拉首席执行官埃隆马斯克形容 Cybertruck 为“外星科技”,称其设计结合庞大尺寸与惊人速度,就像一头能像猎豹一样奔跑的大象。这一“为末日准备”的思路,将车辆的耐用性提升到了前所未有的战略高度,也解释了 Cybertruck 为何采用超硬不锈钢外骨骼这种与传统卡车截然不同的设计。为了实现这一愿景,马斯克为 Cybertruck 设定了三大核心目标。因此,Cybertruck 的设计不仅是为了满足当前需求,更是为了打破这种行业自满情绪。","content":"<html><body><div>\n<p>在作客 The Joe Rogan Experience 播客节目时,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆・马斯克(Elon Musk)形容 Cybertruck 为“外星科技”,称其设计结合庞大尺寸与惊人速度,就像一头能像猎豹一样奔跑的大象。</p><p>IT之家援引博文介绍,当谈及设计初衷时,马斯克解释了其看似激进的理念,源于预见了极端可能性。他表示:“我希望拥有一辆能抵御亚音速射弹的防弹卡车,这很酷。因为如果末日真的降临,那么这样一辆车将是必需品。”</p><p>这一“为末日准备”的思路,将车辆的耐用性提升到了前所未有的战略高度,也解释了 Cybertruck 为何采用超硬不锈钢外骨骼这种与传统卡车截然不同的设计。</p><p>为了实现这一愿景,马斯克为 Cybertruck 设定了三大核心目标。首先是防弹能力;其次,加速性能要超越跑车标杆保时捷 911;最后,在拖拽能力上要胜过重型皮卡<a href=\"https://laohu8.com/S/F\">福特</a> F350 柴油版。</p><p>他特别强调了一个惊人的测试结果:“Cybertruck 在拖拽一辆保时捷 911 的情况下,跑完四分之一英里的速度,依然比那辆 911 自己跑还要快。”</p><p>马斯克认为,当前汽车行业的设计陷入了停滞,太多车型看起来仍像是“2015 年的产物”。因此,Cybertruck 的设计不仅是为了满足当前需求,更是为了打破这种行业自满情绪。</p><p>他将自己的创新方法归结为“第一性原理”的实践 —— 即质疑每一个基本假设,从火箭的可重用性到汽车的制造方式。通过这种方式,特斯拉不断地推出颠覆性产品,将工程实用性、可持续性与引人注目的美学大胆地融为一体。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏,免费查阅>></p>\n<div>\r\n 责任编辑:钟离\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克形容 Cybertruck 是“外星科技”,大得像象、跑得像豹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n马斯克形容 Cybertruck 是“外星科技”,大得像象、跑得像豹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 15:42 北京时间 <a href=https://usstock.jrj.com.cn/2025/11/18154254259435.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在作客 The Joe Rogan Experience 播客节目时,特斯拉首席执行官埃隆・马斯克(Elon Musk)形容 Cybertruck 为“外星科技”,称其设计结合庞大尺寸与惊人速度,就像一头能像猎豹一样奔跑的大象。IT之家援引博文介绍,当谈及设计初衷时,马斯克解释了其看似激进的理念,源于预见了极端可能性。他表示:“我希望拥有一辆能抵御亚音速射弹的防弹卡车,这很酷。因为如果末日真的降临...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/11/18154254259435.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) 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为何采用超硬不锈钢外骨骼这种与传统卡车截然不同的设计。为了实现这一愿景,马斯克为 Cybertruck 设定了三大核心目标。首先是防弹能力;其次,加速性能要超越跑车标杆保时捷 911;最后,在拖拽能力上要胜过重型皮卡福特 F350 柴油版。他特别强调了一个惊人的测试结果:“Cybertruck 在拖拽一辆保时捷 911 的情况下,跑完四分之一英里的速度,依然比那辆 911 自己跑还要快。”马斯克认为,当前汽车行业的设计陷入了停滞,太多车型看起来仍像是“2015 年的产物”。因此,Cybertruck 的设计不仅是为了满足当前需求,更是为了打破这种行业自满情绪。他将自己的创新方法归结为“第一性原理”的实践 —— 即质疑每一个基本假设,从火箭的可重用性到汽车的制造方式。通过这种方式,特斯拉不断地推出颠覆性产品,将工程实用性、可持续性与引人注目的美学大胆地融为一体。\n\n美股频道更多独家策划、专家专栏,免费查阅>>\n\r\n 责任编辑:钟离","news_type":1,"symbols_score_info":{"TSLA":1.5,"DXYZ":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501169875636896,"gmtCreate":1763386043751,"gmtModify":1763386046295,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","listText":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","text":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/501169875636896","repostId":"1140491668","repostType":2,"repost":{"id":"1140491668","kind":"news","pubTimestamp":1763385030,"share":"https://www.laohu8.com/m/news/1140491668?lang=&edition=full","pubTime":"2025-11-17 21:10","market":"us","language":"zh","title":"马斯克向比尔·盖茨发出“最后通牒”:尽快平仓特斯拉空头头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=1140491668","media":"IT之家","summary":"11 月 17 日消息,特斯拉首席执行官埃隆马斯克向比尔盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 微软股票后,马斯克随即向盖茨发出最终警告:尽快平掉你的特斯拉空头头寸,否则后果自负。马斯克与盖茨之间的竞争主要源于前者对后者长期持有特斯拉空头仓位的强烈不满。","content":"<html><head></head><body><p>11 月 17 日消息,特斯拉首席执行官埃隆・马斯克向比尔・盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。</p><p>长期以来,盖茨对特斯拉持怀疑态度;但数年前,他也曾尝试与马斯克探讨慈善合作的可能性,而正是在同一时期,盖茨向马斯克坦承自己持有特斯拉股票的空头仓位。</p><p>据沃尔特・艾萨克森(Walter Isaacson)撰写的马斯克传记所述,马斯克当时对比尔・盖茨表现得“极为刻薄”。彼时,<strong>盖茨已投入 5 亿美元(IT之家注:现汇率约合 35.53 亿元人民币)做空特斯拉股票</strong>,押注其股价下跌以期从中获利。</p><p>所谓“空头头寸”,<strong>本质上意味着盖茨押注特斯拉股价将下跌,从而通过差价获利</strong>。然而事实恰恰相反:特斯拉股价今年以来已累计上涨逾 6%,过去五年间更飙升近 150%。</p><p>在近期举行的年度股东大会上,马斯克详细阐述了特斯拉多项未来项目规划,并强调这些项目有望颠覆多个行业格局。此外,他不久前刚获批一项规模高达 1 万亿美元的新薪酬方案,该方案将分 12 期授予,每期均与两项条件挂钩:一是公司市值目标,二是与具体产品相关的个人绩效指标。</p><p>马斯克此前获批的上一轮薪酬计划因其出色业绩已达成全部考核条件,却因特拉华州衡平法院的一项裁决而未被实际授予。在最新薪酬方案表决中,高达 76.6% 的股东投下赞成票,足见投资者对其作为首席执行官的能力高度认可。</p><p>盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 微软股票后,马斯克随即向盖茨发出最终警告:尽快平掉你的特斯拉空头头寸,否则后果自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc16bd223116e72f1db356f26e88b335\" title=\"\" tg-width=\"597\" tg-height=\"813\"/></p><p>马斯克与盖茨之间的竞争主要源于前者对后者长期持有特斯拉空头仓位的强烈不满。不过,马斯克此次主动发出预警,或许也透露出一丝微妙善意,倘若他意在重创盖茨,本可完全不予提醒、静待市场反噬。</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>马斯克向比尔·盖茨发出“最后通牒”:尽快平仓特斯拉空头头寸</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/898/073.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140491668","content_text":"11 月 17 日消息,特斯拉首席执行官埃隆・马斯克向比尔・盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。长期以来,盖茨对特斯拉持怀疑态度;但数年前,他也曾尝试与马斯克探讨慈善合作的可能性,而正是在同一时期,盖茨向马斯克坦承自己持有特斯拉股票的空头仓位。据沃尔特・艾萨克森(Walter Isaacson)撰写的马斯克传记所述,马斯克当时对比尔・盖茨表现得“极为刻薄”。彼时,盖茨已投入 5 亿美元(IT之家注:现汇率约合 35.53 亿元人民币)做空特斯拉股票,押注其股价下跌以期从中获利。所谓“空头头寸”,本质上意味着盖茨押注特斯拉股价将下跌,从而通过差价获利。然而事实恰恰相反:特斯拉股价今年以来已累计上涨逾 6%,过去五年间更飙升近 150%。在近期举行的年度股东大会上,马斯克详细阐述了特斯拉多项未来项目规划,并强调这些项目有望颠覆多个行业格局。此外,他不久前刚获批一项规模高达 1 万亿美元的新薪酬方案,该方案将分 12 期授予,每期均与两项条件挂钩:一是公司市值目标,二是与具体产品相关的个人绩效指标。马斯克此前获批的上一轮薪酬计划因其出色业绩已达成全部考核条件,却因特拉华州衡平法院的一项裁决而未被实际授予。在最新薪酬方案表决中,高达 76.6% 的股东投下赞成票,足见投资者对其作为首席执行官的能力高度认可。盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 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19:25","market":"us","language":"zh","title":"特斯拉AI高管警告:明年将是最艰难的一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2583175561","media":"DoNews","summary":"特斯拉AI软件副总裁阿肖克・埃卢斯瓦米在内部会议上表示,2026年将是汽车制造商的关键大考。他要求AI团队做好比以往更努力工作的准备,以实现公司设定的宏伟目标。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI软件副总裁阿肖克・埃卢斯瓦米在内部会议上表示,2026年将是汽车制造商的关键大考。他要求AI团队做好比以往更努力工作的准备,以实现公司设定的宏伟目标。</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AI高管警告:明年将是最艰难的一年</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4592":"伊斯兰概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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只差一根大阴线,快来吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499751525621904","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499721262871064,"gmtCreate":1763027309219,"gmtModify":1763027518920,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"屏幕换挡和方向盘转向灯都是纯纯的逆天,一点也不顾安全,什么科技感都是信徒在瞎吹。","listText":"屏幕换挡和方向盘转向灯都是纯纯的逆天,一点也不顾安全,什么科技感都是信徒在瞎吹。","text":"屏幕换挡和方向盘转向灯都是纯纯的逆天,一点也不顾安全,什么科技感都是信徒在瞎吹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499721262871064","repostId":"2583958556","repostType":2,"repost":{"id":"2583958556","kind":"news","pubTimestamp":1763017788,"share":"https://www.laohu8.com/m/news/2583958556?lang=&edition=full","pubTime":"2025-11-13 15:09","market":"us","language":"zh","title":"特斯拉郁闷!详解新国标意见稿:单踏板、屏幕换挡将被禁用","url":"https://stock-news.laohu8.com/highlight/detail?id=2583958556","media":"快科技","summary":"这意味着特斯拉屏幕换挡被彻底禁止,也解释了为何今年上市的焕新Y装回了转向拨杆。强制DMS检测:同时要求手部检测和视线检测,这就意味着有了强制国标之后,过去一些取巧的漏洞也会被堵上,比如常见报道的所谓“智驾神器”。","content":"<html><body><article><p>快科技11月13日消息,近日,新国标征求意见稿发布,其中“<strong>乘用车每次上电/点火后(发动机自动启停除外),应处于百公里加速时间不小于5秒的默认工作状态</strong>”引发广泛讨论。</p><p>其实除了这一条,还有许多新增条款都值得关注,包括单踏板、实体按键、门把手、DMS检测等,具体如下:</p><p><strong>实体按键:</strong></p><p>挡位、转向灯、喇叭、除霜除雾雨刮、车窗、智驾激活,必须有实体操纵件,按键拨杆都可以。</p><p>这意味着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>屏幕换挡被彻底禁止,也解释了为何今年上市的焕新Y装回了转向拨杆。</p><p><strong>零重力座椅:</strong></p><p>现在大部分的零重力安全带都无法有效保护,意见稿中明确规定不禁用,但要求安全带能够有效保护,比如主驾靠背角度不得大于 35°,旋转座椅在行车过程必须向前。</p><p><strong>单踏板模式:</strong></p><p>意见征求稿在GB21670要求不能刹停的基础上进行了补充,松开加速踏板,减速度不得大于0.08g,这就彻底断绝单踏板的可能性。</p><p><strong>智驾强制认证:</strong></p><p>每次上电都需要确认驾驶员通过智驾培训,要么通过<a href=\"https://laohu8.com/S/000504\">生物</a>识别(人脸、指纹)、要么每次都要输入账号密码,像刷卡或者车钥匙都不行。</p><p><strong>强制DMS检测:</strong></p><p>同时要求手部检测和视线检测,这就意味着有了强制国标之后,过去一些取巧的漏洞也会被堵上,比如常见报道的所谓“智驾神器”。</p><p><strong>门把手:</strong></p><p>内外都必须配备机械释放的门把手,还有其他国标配合。</p><p><strong>禁止娱乐系统:</strong></p><p>车速大于10km/h,驾驶员侧屏幕和HUD禁止娱乐影像播放和游戏功能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113151228765d163v68do4h30qx\"/></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>特斯拉郁闷!详解新国标意见稿:单踏板、屏幕换挡将被禁用</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113151236a49e533c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4555":"新能源车","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113151236a49e533c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583958556","content_text":"快科技11月13日消息,近日,新国标征求意见稿发布,其中“乘用车每次上电/点火后(发动机自动启停除外),应处于百公里加速时间不小于5秒的默认工作状态”引发广泛讨论。其实除了这一条,还有许多新增条款都值得关注,包括单踏板、实体按键、门把手、DMS检测等,具体如下:实体按键:挡位、转向灯、喇叭、除霜除雾雨刮、车窗、智驾激活,必须有实体操纵件,按键拨杆都可以。这意味着特斯拉屏幕换挡被彻底禁止,也解释了为何今年上市的焕新Y装回了转向拨杆。零重力座椅:现在大部分的零重力安全带都无法有效保护,意见稿中明确规定不禁用,但要求安全带能够有效保护,比如主驾靠背角度不得大于 35°,旋转座椅在行车过程必须向前。单踏板模式:意见征求稿在GB21670要求不能刹停的基础上进行了补充,松开加速踏板,减速度不得大于0.08g,这就彻底断绝单踏板的可能性。智驾强制认证:每次上电都需要确认驾驶员通过智驾培训,要么通过生物识别(人脸、指纹)、要么每次都要输入账号密码,像刷卡或者车钥匙都不行。强制DMS检测:同时要求手部检测和视线检测,这就意味着有了强制国标之后,过去一些取巧的漏洞也会被堵上,比如常见报道的所谓“智驾神器”。门把手:内外都必须配备机械释放的门把手,还有其他国标配合。禁止娱乐系统:车速大于10km/h,驾驶员侧屏幕和HUD禁止娱乐影像播放和游戏功能。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499448266518584,"gmtCreate":1762961033461,"gmtModify":1762962347019,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"公开场合就熄火的机器人是不是可以认为公司并没有信心展现在大众面前[开心] 匹配的生产线都没有,量产都说得那么自信。你们家马圣连电动重卡和电动皮卡这种相对简单的都没量产出来,去相信他能短期内从0做好机器人的生产线并且量产成功商业化[你懂的] ","listText":"公开场合就熄火的机器人是不是可以认为公司并没有信心展现在大众面前[开心] 匹配的生产线都没有,量产都说得那么自信。你们家马圣连电动重卡和电动皮卡这种相对简单的都没量产出来,去相信他能短期内从0做好机器人的生产线并且量产成功商业化[你懂的] ","text":"公开场合就熄火的机器人是不是可以认为公司并没有信心展现在大众面前[开心] 匹配的生产线都没有,量产都说得那么自信。你们家马圣连电动重卡和电动皮卡这种相对简单的都没量产出来,去相信他能短期内从0做好机器人的生产线并且量产成功商业化[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/499448266518584","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000183","authorId":"9000000000000183","name":"BobbyLopez","avatar":"https://static.tigerbbs.com/f0c95f558bdc0b169aeac2db30419dc8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000183","authorIdStr":"9000000000000183"},"content":"公开场合就掉链子,量产还能信?","text":"公开场合就掉链子,量产还能信?","html":"公开场合就掉链子,量产还能信?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499250007068808,"gmtCreate":1762912758219,"gmtModify":1762912760591,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"幡然醒悟离开邪教奔赴更好的未来,从此不需要再看马圣脸色行事。","listText":"幡然醒悟离开邪教奔赴更好的未来,从此不需要再看马圣脸色行事。","text":"幡然醒悟离开邪教奔赴更好的未来,从此不需要再看马圣脸色行事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499250007068808","repostId":"2582968314","repostType":2,"repost":{"id":"2582968314","kind":"news","pubTimestamp":1762909048,"share":"https://www.laohu8.com/m/news/2582968314?lang=&edition=full","pubTime":"2025-11-12 08:57","market":"us","language":"zh","title":"特斯拉再现离职潮,三款“神车”同时失去负责人","url":"https://stock-news.laohu8.com/highlight/detail?id=2582968314","media":"汽车公社","summary":"在短短一天的时间里,特斯拉接连失去两位高管。据外媒报道,特斯拉Cybertruck项目负责人希丹特·阿瓦斯蒂Siddhant Awasthi于本月初宣布,在公司任职超过8年后,他即将离职。至此,Model 3、Model Y和Cybertruck三款车型都失去了核心负责人。\"在阿瓦斯蒂官宣离职后,在同一天,Model Y项目负责人拉马奇亚也对外宣布离职。拉马奇亚于2018年加入特斯拉,在此之前,他曾在劳斯莱斯负责发动机生产等工作。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/ObkznRAJo-f6U14UBz_Qm8ZnslxQPqfZosAAAC7CgweksAA/0\"/><p><strong>导语</strong></p><p>Introduction</p><p><strong>Cybertruck本应成为拓宽<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盈利护城河的利器,可现在,却正加速成为检验马斯克承诺极限的试金石。</strong></p><p>在短短一天的时间里,特斯拉接连失去两位高管。</p><p>据外媒报道,特斯拉Cybertruck项目负责人希丹特·阿瓦斯蒂Siddhant Awasthi于本月初宣布,在公司任职超过8年后,他即将离职。在特斯拉内部,他还是Model 3项目的核心负责人。</p><p>在阿瓦斯蒂宣布离开公司的几小时后,畅销车型Model Y的项目经理伊曼纽尔·拉马奇亚Emmanuel Lamacchia也对外正式宣布离开特斯拉。</p><img src=\"https://inews.gtimg.com/om_bt/O64uo6-ukOH_25GAxfJTPJh2tcrVA7J8G77pQo4j3BE8EAA/0\"/><p>至此,Model 3、Model Y和Cybertruck三款车型都失去了核心负责人。</p><p>路透社分析称,近期之所以有多位核心高管相继离开特斯拉,一方面和该公司战略转向人工智能有关,另一方面,则是部分汽车业务的前景不够明朗。</p><p>最近几年,特斯拉遭遇核心人才的持续外流,特别是智驾、汽车生产等关键领域的高管们,从特斯拉离职,或创业,或加入其它车企,成为独当一面的新领袖。</p><p>01</p><p><strong>一日之内,痛失两位“灵魂人物”</strong></p><p>阿瓦斯蒂在其社交媒体平台上宣布了这一消息,他在博文中表示:“在走过一段非凡的职业历程后,我近期做出了人生中最艰难的决定之一——离开特斯拉。”</p><p>根据领英资料显示,阿瓦斯蒂最初以实习生的身份开启特斯拉职业生涯,此后一直在特斯拉工作。近期,他在公司主要统筹Cybertruck项目,负责该项目从工程阶段到大规模生产的全过程,并主导产品战略、质量提升与供应链管理等工作。</p><img src=\"https://inews.gtimg.com/om_bt/OfLZwvmEkb2BImEIB_jD6Aja0Dv9W5rfmA_R3W2kY1zeAAA/0\"/><p>由此可见,阿瓦斯蒂为Cybertruck的上市发挥了关键作用,在公司内部,他还在去年七月正式接手了Model 3项目的领导工作。他近日的领英发文,感谢了特斯拉对其职业生涯的培养——</p><p>\"八年前初入公司担任实习生时,我从未想过,自己有一天也能主导Cybertruck这样的重要项目,并将其变为现实。\"</p><p>在阿瓦斯蒂官宣离职后,在同一天,Model Y项目负责人拉马奇亚也对外宣布离职。</p><p>拉马奇亚于2018年加入特斯拉,在此之前,他曾在<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>负责发动机生产等工作。加入特斯拉四年多的时间里,他一直在监督Model Y项目,管理该车型的生产。</p><p>和阿瓦斯蒂一样,拉马奇亚也在其领英上与特斯拉告别,他写道:“这是一段多么美好的旅程......从领导Model 3和Model Y的新产品导入(NPI),到成为全球最畅销汽车Model Y的汽车项目负责人。\"</p><img src=\"https://inews.gtimg.com/om_bt/OZuQ9yHQyUaaPG4aVAXS-YJYy1V9W5wehYJoj4zvhUgP8AA/0\"/><p>在他看来,全新Model Y的全球投产堪称职业生涯高光时刻,团队仅用两周就完成了横跨三大洲四大工厂的生产线转换,创造了汽车工业史无前例的壮举。</p><p>两位制造精英的离开,想必是马斯克不愿看到的。实际上,在短短一年的时间里,特斯拉汽车业务的领导层已经逐渐“分崩离析”,在拉马奇亚和阿瓦斯蒂离职之前,该公司已经流失了多位项目主管——</p><p>其中,就包括Model S和Model X项目的大卫·张David Zhang,以及Model 3项目的丹尼尔·何Daniel Ho等。</p><p>据报道,丹尼尔·何在公司内部口碑极高,此前因成功领导特斯拉首款量产电动车Model 3而备受业界赞誉。但是,作为特斯拉去年大规模裁员浪潮的一部分,他被马斯克解雇了,此后加入了自动驾驶公司Waymo。</p><img src=\"https://inews.gtimg.com/om_bt/OrXpblrLVWOifvsOWpJw3eQMqR82aOFmWFlxAIl8WTPygAA/0\"/><p>大卫·张自2018年以来,一直在特斯拉领导Model S和Model X项目。在项目分别移交给拉马奇亚和阿瓦斯蒂之前,他还亲自领导过Model Y和Cybertruck项目,在特斯拉任职的最后一段时间,他还负责公司首款量产电动敞篷跑车Roadsters和其他长期项目。</p><p>今年8月,特斯拉硬件设计工程副总裁皮特·班农Peter Bannon被爆离职,他是该公司Dojo超级计算机团队负责人,曾供职于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,参与了iPhone从A5到A9的处理器设计。</p><p>在皮特·班农之前,已有人形机器人擎天柱Optimus项目工程负责人米兰·科瓦奇Milan Kovac离职。而根据公开信息,今年6月,长期受马斯克信赖的副总裁奥米德·阿夫沙尔Omead Afshar也离开了特斯拉。</p><p>02</p><p><strong>Cybertruck困境加剧</strong></p><p>曾经备受业界瞩目的Cybertruck,今年以来的种种迹象表明,该项目的未来已被蒙上一层不确定的阴影。</p><p>作为Cybertruck项目的负责人,阿瓦斯蒂曾肩负将概念车转化为量产现实的重任。在领英的告别信中,阿瓦斯蒂感谢了公司创始人埃隆·马斯克和团队同事们,提及了对Model 3产量提升、上海超级工厂启动以及实现Cybertruck量产的自豪,但未透露离职原因和未来规划。</p><p>同样的,他也只字未提特斯拉内部的压力、新车库存积压以及销售目标下调等现实问题。</p><img src=\"https://inews.gtimg.com/om_bt/OXrOT9ty0DkiPt52bDnxo1OV8BLbodEAaAxMdr0Iw9SKcAA/0\"/><p>我们能看到的是,阿瓦斯蒂的离职正值特斯拉的皮卡梦想遭遇冰冷现实的关键时间点——</p><p>今年第三季度,Cybertruck在美国的销量同比暴跌约63%,仅有约5400辆。这一数字,和曾经号称年销25万辆的“豪言”相比,堪称断崖式下跌。</p><p>与此同时,Cybertruck大规模召回频发。</p><p>今年3月,特斯拉召回4.6万多辆Cybertruck,原因是这些车辆的车身面板因使用的胶水存在缺陷而有脱落危险。4.6万辆的召回体量,也代表了自2023年11月开始商业化生产以来,Cybertruck的总产量。</p><p>到了10月,又因前停车灯过亮,不符合法规,特斯拉再次召回近6200辆Cybertruck。</p><img src=\"https://inews.gtimg.com/om_bt/OBn0-BrZ03_Ma0RBDi3diW-HshGr2tkb7eX0ZTA9QMWNMAA/0\"/><p>实际上,仅仅是在2024年,特斯拉就因为胎压监测系统故障、油门踏板卡滞、逆变器延迟等问题,对Cybertruck进行了高达7次的召回。</p><p>今年开始,Cybertruck库存压力也逐渐凸显,在美国市场,特斯拉展厅已悄然出现数千美元的折扣。在特斯拉汽车业务板块,Cybertruck已沦为公司的制造和财务负担。</p><p>一直以来,特斯拉曾以新车量产速度与规模优势为豪,但当昔日的热销热潮被降价清库存取代时,这种积极的叙事已然破裂。全球范围内,Cybertruck依然吸睛,但规模化、成本和市场需求的残酷现实一次次冲击着马斯克的皮卡野心。</p><p>业内人士看来,如今的Cybertruck项目更像一个存在未解缺陷的高成本实验:重量超标、续航受限、未来感造型背后隐藏着市场需求的隐患......</p><img src=\"https://inews.gtimg.com/om_bt/OQVWUjWUNMHy9xZNET8wus-2zQfjxAmZUirbEIL7mx9MAAA/0\"/><p>Cybertruck,它本应拓宽特斯拉的盈利护城河,成为抢占<a href=\"https://laohu8.com/S/F\">福特</a>和通用等竞争对手最利润丰厚的<a href=\"https://laohu8.com/S/DLX\">豪华</a>皮卡细分市场市场的利器,可现在,却正加速成为检验马斯克承诺极限的试金石。</p><p>阿瓦斯蒂的离职,也折射出特斯拉的高层疲态。管理层的信心丧失,如今已成为特斯拉的又一新叙事。</p><p>马斯克曾亲自定义了特斯拉的“快速创新”的企业文化和准则,但讽刺的是,在汽车等业务承压的关键节点,这一准则正面临被“疲于奔命”取代的风险。</p><p>责编:曹佳东 编辑:何增荣</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>特斯拉再现离职潮,三款“神车”同时失去负责人</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉再现离职潮,三款“神车”同时失去负责人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 08:57 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112090356a6f30c1b&s=b><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导语IntroductionCybertruck本应成为拓宽特斯拉盈利护城河的利器,可现在,却正加速成为检验马斯克承诺极限的试金石。在短短一天的时间里,特斯拉接连失去两位高管。据外媒报道,特斯拉Cybertruck项目负责人希丹特·阿瓦斯蒂Siddhant Awasthi于本月初宣布,在公司任职超过8年后,他即将离职。在特斯拉内部,他还是Model 3项目的核心负责人。在阿瓦斯蒂宣布离开公司的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112090356a6f30c1b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC 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Y和Cybertruck三款车型都失去了核心负责人。路透社分析称,近期之所以有多位核心高管相继离开特斯拉,一方面和该公司战略转向人工智能有关,另一方面,则是部分汽车业务的前景不够明朗。最近几年,特斯拉遭遇核心人才的持续外流,特别是智驾、汽车生产等关键领域的高管们,从特斯拉离职,或创业,或加入其它车企,成为独当一面的新领袖。01一日之内,痛失两位“灵魂人物”阿瓦斯蒂在其社交媒体平台上宣布了这一消息,他在博文中表示:“在走过一段非凡的职业历程后,我近期做出了人生中最艰难的决定之一——离开特斯拉。”根据领英资料显示,阿瓦斯蒂最初以实习生的身份开启特斯拉职业生涯,此后一直在特斯拉工作。近期,他在公司主要统筹Cybertruck项目,负责该项目从工程阶段到大规模生产的全过程,并主导产品战略、质量提升与供应链管理等工作。由此可见,阿瓦斯蒂为Cybertruck的上市发挥了关键作用,在公司内部,他还在去年七月正式接手了Model 3项目的领导工作。他近日的领英发文,感谢了特斯拉对其职业生涯的培养——\"八年前初入公司担任实习生时,我从未想过,自己有一天也能主导Cybertruck这样的重要项目,并将其变为现实。\"在阿瓦斯蒂官宣离职后,在同一天,Model Y项目负责人拉马奇亚也对外宣布离职。拉马奇亚于2018年加入特斯拉,在此之前,他曾在劳斯莱斯负责发动机生产等工作。加入特斯拉四年多的时间里,他一直在监督Model Y项目,管理该车型的生产。和阿瓦斯蒂一样,拉马奇亚也在其领英上与特斯拉告别,他写道:“这是一段多么美好的旅程......从领导Model 3和Model Y的新产品导入(NPI),到成为全球最畅销汽车Model Y的汽车项目负责人。\"在他看来,全新Model Y的全球投产堪称职业生涯高光时刻,团队仅用两周就完成了横跨三大洲四大工厂的生产线转换,创造了汽车工业史无前例的壮举。两位制造精英的离开,想必是马斯克不愿看到的。实际上,在短短一年的时间里,特斯拉汽车业务的领导层已经逐渐“分崩离析”,在拉马奇亚和阿瓦斯蒂离职之前,该公司已经流失了多位项目主管——其中,就包括Model S和Model X项目的大卫·张David Zhang,以及Model 3项目的丹尼尔·何Daniel Ho等。据报道,丹尼尔·何在公司内部口碑极高,此前因成功领导特斯拉首款量产电动车Model 3而备受业界赞誉。但是,作为特斯拉去年大规模裁员浪潮的一部分,他被马斯克解雇了,此后加入了自动驾驶公司Waymo。大卫·张自2018年以来,一直在特斯拉领导Model S和Model X项目。在项目分别移交给拉马奇亚和阿瓦斯蒂之前,他还亲自领导过Model Y和Cybertruck项目,在特斯拉任职的最后一段时间,他还负责公司首款量产电动敞篷跑车Roadsters和其他长期项目。今年8月,特斯拉硬件设计工程副总裁皮特·班农Peter Bannon被爆离职,他是该公司Dojo超级计算机团队负责人,曾供职于苹果,参与了iPhone从A5到A9的处理器设计。在皮特·班农之前,已有人形机器人擎天柱Optimus项目工程负责人米兰·科瓦奇Milan Kovac离职。而根据公开信息,今年6月,长期受马斯克信赖的副总裁奥米德·阿夫沙尔Omead Afshar也离开了特斯拉。02Cybertruck困境加剧曾经备受业界瞩目的Cybertruck,今年以来的种种迹象表明,该项目的未来已被蒙上一层不确定的阴影。作为Cybertruck项目的负责人,阿瓦斯蒂曾肩负将概念车转化为量产现实的重任。在领英的告别信中,阿瓦斯蒂感谢了公司创始人埃隆·马斯克和团队同事们,提及了对Model 3产量提升、上海超级工厂启动以及实现Cybertruck量产的自豪,但未透露离职原因和未来规划。同样的,他也只字未提特斯拉内部的压力、新车库存积压以及销售目标下调等现实问题。我们能看到的是,阿瓦斯蒂的离职正值特斯拉的皮卡梦想遭遇冰冷现实的关键时间点——今年第三季度,Cybertruck在美国的销量同比暴跌约63%,仅有约5400辆。这一数字,和曾经号称年销25万辆的“豪言”相比,堪称断崖式下跌。与此同时,Cybertruck大规模召回频发。今年3月,特斯拉召回4.6万多辆Cybertruck,原因是这些车辆的车身面板因使用的胶水存在缺陷而有脱落危险。4.6万辆的召回体量,也代表了自2023年11月开始商业化生产以来,Cybertruck的总产量。到了10月,又因前停车灯过亮,不符合法规,特斯拉再次召回近6200辆Cybertruck。实际上,仅仅是在2024年,特斯拉就因为胎压监测系统故障、油门踏板卡滞、逆变器延迟等问题,对Cybertruck进行了高达7次的召回。今年开始,Cybertruck库存压力也逐渐凸显,在美国市场,特斯拉展厅已悄然出现数千美元的折扣。在特斯拉汽车业务板块,Cybertruck已沦为公司的制造和财务负担。一直以来,特斯拉曾以新车量产速度与规模优势为豪,但当昔日的热销热潮被降价清库存取代时,这种积极的叙事已然破裂。全球范围内,Cybertruck依然吸睛,但规模化、成本和市场需求的残酷现实一次次冲击着马斯克的皮卡野心。业内人士看来,如今的Cybertruck项目更像一个存在未解缺陷的高成本实验:重量超标、续航受限、未来感造型背后隐藏着市场需求的隐患......Cybertruck,它本应拓宽特斯拉的盈利护城河,成为抢占福特和通用等竞争对手最利润丰厚的豪华皮卡细分市场市场的利器,可现在,却正加速成为检验马斯克承诺极限的试金石。阿瓦斯蒂的离职,也折射出特斯拉的高层疲态。管理层的信心丧失,如今已成为特斯拉的又一新叙事。马斯克曾亲自定义了特斯拉的“快速创新”的企业文化和准则,但讽刺的是,在汽车等业务承压的关键节点,这一准则正面临被“疲于奔命”取代的风险。责编:曹佳东 编辑:何增荣","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499233943622384,"gmtCreate":1762909047182,"gmtModify":1762909049429,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"挺好的有自己投资理念,上梁不正下梁歪不能够支持邪教。","listText":"挺好的有自己投资理念,上梁不正下梁歪不能够支持邪教。","text":"挺好的有自己投资理念,上梁不正下梁歪不能够支持邪教。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499233943622384","repostId":"2582554316","repostType":2,"repost":{"id":"2582554316","kind":"news","pubTimestamp":1762903878,"share":"https://www.laohu8.com/m/news/2582554316?lang=&edition=full","pubTime":"2025-11-12 07:31","market":"us","language":"zh","title":"段永平回应为何不买特斯拉股票:不喜欢马斯克品行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582554316","media":"DoNews","summary":"快科技11月12日消息,在最近一档谈话节目中,步步高创始人、知名投资人段永平被问及特斯拉股票投资时,给出了明确的否定答案。段永平还表示电动车的生意不会太好,差异化很小,特斯拉做出了差异,但大部分电动车生意很艰苦。特斯拉的案例再次证明,即便公司具备技术优势,若经营者品行与行业特性不符合其投资原则,段永平仍会坚决回避,这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。","content":"<html><body><article><p>快科技11月12日消息,在最近一档谈话节目中,<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、知名投资人段永平被问及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票投资时,给出了明确的否定答案。</p><p><strong>“马斯克这个人是厉害,他有很多想法,也确实是很先进的,但是投资我觉得我比较难”</strong>段永平坦言,自己的投资逻辑本质是“与公司经营者做朋友”。</p><p>而马斯克的行事风格让他难以建立信任——“<strong>我不想跟他做朋友,哪怕给我钱我也不干</strong>”。</p><p>“马斯克有些东西很有道理,有些东西很没道理,你不知道哪一条先出来。”</p><p><strong>段永平还表示电动车的生意不会太好,差异化很小</strong>,特斯拉做出了差异,但大部分电动车生意很艰苦。</p><p>特斯拉的案例再次证明,即便公司具备<span>技术优势</span>,若经营者品行与行业特性不符合其投资原则,段永平仍会坚决回避,这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。</p><p>本文转载自快科技,转载目的在于传递更多信息,并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题,请联系快科技通知我方删除,我方将在收到通知后第一时间删除内容!本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。</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>段永平回应为何不买特斯拉股票:不喜欢马斯克品行</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段永平回应为何不买特斯拉股票:不喜欢马斯克品行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 07:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月12日消息,在最近一档谈话节目中,步步高创始人、知名投资人段永平被问及特斯拉股票投资时,给出了明确的否定答案。“马斯克这个人是厉害,他有很多想法,也确实是很先进的,但是投资我觉得我比较难”段永平坦言,自己的投资逻辑本质是“与公司经营者做朋友”。而马斯克的行事风格让他难以建立信任——“我不想跟他做朋友,哪怕给我钱我也不干”。“马斯克有些东西很有道理,有些东西很没道理,你不知道哪一条先出来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4581":"高盛持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4555":"新能源车","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582554316","content_text":"快科技11月12日消息,在最近一档谈话节目中,步步高创始人、知名投资人段永平被问及特斯拉股票投资时,给出了明确的否定答案。“马斯克这个人是厉害,他有很多想法,也确实是很先进的,但是投资我觉得我比较难”段永平坦言,自己的投资逻辑本质是“与公司经营者做朋友”。而马斯克的行事风格让他难以建立信任——“我不想跟他做朋友,哪怕给我钱我也不干”。“马斯克有些东西很有道理,有些东西很没道理,你不知道哪一条先出来。”段永平还表示电动车的生意不会太好,差异化很小,特斯拉做出了差异,但大部分电动车生意很艰苦。特斯拉的案例再次证明,即便公司具备技术优势,若经营者品行与行业特性不符合其投资原则,段永平仍会坚决回避,这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。本文转载自快科技,转载目的在于传递更多信息,并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题,请联系快科技通知我方删除,我方将在收到通知后第一时间删除内容!本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499093641789552,"gmtCreate":1762874421868,"gmtModify":1762874424428,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"优秀,这样的人都不买入特斯拉到底谁是有认知的呢","listText":"优秀,这样的人都不买入特斯拉到底谁是有认知的呢","text":"优秀,这样的人都不买入特斯拉到底谁是有认知的呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499093641789552","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274715219344","authorId":"3479274715219344","name":"catandbull","avatar":"https://static.laohu8.com/picture46","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274715219344","authorIdStr":"3479274715219344"},"content":"特斯拉的长期价值确实需要眼光!","text":"特斯拉的长期价值确实需要眼光!","html":"特斯拉的长期价值确实需要眼光!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499029974565712,"gmtCreate":1762859209970,"gmtModify":1762859212507,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"宗教股通过了有什么奇怪的,不通过才离谱。马圣出走了就没人天天在x上画饼特能……特斯拉的“未来”了,都是马圣精心准备的ppt和帖子堆砌起来的。","listText":"宗教股通过了有什么奇怪的,不通过才离谱。马圣出走了就没人天天在x上画饼特能……特斯拉的“未来”了,都是马圣精心准备的ppt和帖子堆砌起来的。","text":"宗教股通过了有什么奇怪的,不通过才离谱。马圣出走了就没人天天在x上画饼特能……特斯拉的“未来”了,都是马圣精心准备的ppt和帖子堆砌起来的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499029974565712","repostId":"2582337839","repostType":2,"repost":{"id":"2582337839","kind":"news","pubTimestamp":1762838162,"share":"https://www.laohu8.com/m/news/2582337839?lang=&edition=full","pubTime":"2025-11-11 13:16","market":"us","language":"zh","title":"马斯克天价酬酬方案通过了,为什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2582337839","media":"睿财经","summary":"特斯拉股东以75%的多数票通过马斯克的薪酬方案,根据新的计划,马斯克可以在10年内从特斯拉股票中赚取高达8780亿美元。那么,马斯克最终为什么成功了呢?2018年,特斯拉董事会为马斯克设计并推动股东批准了这份“史上最大”的薪酬计划。尽管2018年方案通过了,但一位股东提起了诉讼。法官认为,董事会与马斯克关系过于密切,没有进行真正的“公平交易”,且向股东披露的信息不充分。","content":"<html><body><article><p>Hot point/by.iruicj/2025.11.11</p><p><strong>FINANCE NEWS</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251111140724002v163v4j7kvub1gu\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东以超 75% 赞成票通过马斯克天价薪酬方案,核心原因是他此前已兑现 2018 年方案的 “不可能” 目标、股东坚信其与公司未来深度绑定且担忧其离职风险;</p><p>. . . . .. . . . . . .. . . . . . .. . .</p><p>睿财经 ( 微信ID:iruicj )</p><p>文 |王永明</p><p>备受关注的马斯克天价薪酬方案,在周四出了结果。特斯拉(TSLA.O)股东以75%的多数票通过马斯克的薪酬方案,根据新的计划,马斯克可以在10年内从特斯拉股票中赚取高达8780亿美元。</p><p>实际上,这次投票,无论于特斯拉还是马斯克,都充满着很大的变数。因为在投票之前,就有主权基金旗帜鲜明的表示反对这一薪酬计划。那么,马斯克最终为什么成功了呢?</p><p>实际上,这不是马斯克一时的心血来潮,关于这一计划,最早可追溯到2018年。</p><p>2018年,特斯拉董事会为马斯克设计并推动股东批准了这份“史上最大”的薪酬计划。其核心逻辑和通过原因如下:</p><p>零薪酬”模式:这份薪酬方案不提供任何工资、现金奖金或股票奖励。马斯克的全部收入完全取决于特斯拉能否实现一系列极其雄心勃勃的市值和运营目标。</p><p>阶梯式目标:方案设定了12个市值里程碑(从1000亿美元到6500亿美元,每次增加500亿)和相应的营收/利润目标。每实现一个目标,马斯克可以解锁约1%的公司股票期权。全部完成后,他将获得特斯拉总股本约12%的股票。</p><p>在当时看来几乎是“不可能的任务”:2018年特斯拉的市值约为500亿美元,并且正在经历“生产地狱”,市场质疑声不断。将市值提升13倍至6500亿美元,在大多数人看来是一个天文数字。董事会将其设计为一份“对赌协议”,意思是:“如果你能为我们所有股东创造如此巨大的财富,你理应获得其中的一部分。”</p><p>最终,2018年的股东投票以约73%的支持率通过。尽管2018年方案通过了,但一位股东提起了诉讼。2024年1月,特拉华州法官的“致命一击”:一名法官以“程序不公”和“价格过高”为由,废除了这份薪酬方案。法官认为,董事会与马斯克关系过于密切,没有进行真正的“公平交易”,且向股东披露的信息不充分。</p><p>这引发了特斯拉的治理危机:如果薪酬方案作废,不仅马斯克巨大的努力白费,更关键的是,可能会动摇他继续留在特斯拉的承诺。</p><p>面对判决,特斯拉董事会采取了惊人的策略:将原封不动的2018年薪酬方案再次提交给股东投票。这一次,它再次以高票通过。原因更为复杂和现实:</p><p>目标已全部达成,愿景已成现实,是最核心、最具说服力的原因。到2024年投票时,2018年设定的所有“不可能”的目标已经全部被马斯克实现了。</p><p>特斯拉市值在2021年曾突破万亿美元,最高达到1.2万亿美元,尽管投票时有所回落,但远超6500亿美元的目标。营收和利润目标也均已达成。</p><p>马斯克明确表示,他希望获得公司25%的投票权,以更好地推动AI和机器人技术的发展。同时,他对特拉华州的判决非常不满。</p><p>经过多年的发展,市场更加坚信特斯拉的未来(尤其是在AI、自动驾驶、机器人领域)与马斯克的领导力深度捆绑。</p><p>股东们面临一个残酷的现实选择:是批准这份已经兑现目标的巨额薪酬,让马斯克开心并留下来;还是冒着失去他的风险,去省下这笔“已经赚到的钱”?绝大多数股东选择了前者。他们害怕没有马斯克的特斯拉。</p><p>记者小结:</p><p>马斯克的万亿薪酬方案能通过,归根结底是以下几个因素的叠加:</p><p>前瞻性的豪赌设计,目标看似不可能时,用巨额奖励激励创始人;</p><p>无可辩驳的执行结果,马斯克确实带领公司实现了所有目标,为股东创造了巨大财富,使得反对理由变得苍白;</p><p>强大的个人魅力与股东基础:马斯克拥有一批忠诚的支持者,他们相信他的愿景并愿意为他投票;</p><p>现实的恐惧:股东们担心,如果不给,公司的核心<span>资产</span>——马斯克本人——可能会离开,从而造成更大的损失。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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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马斯克天价酬酬方案通过了,为什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 13:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111140740a4990526&s=b><strong>睿财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hot point/by.iruicj/2025.11.11FINANCE NEWS特斯拉股东以超 75% 赞成票通过马斯克天价薪酬方案,核心原因是他此前已兑现 2018 年方案的 “不可能” 目标、股东坚信其与公司未来深度绑定且担忧其离职风险;. . . . .. . . . . . .. . . . . . .. . .睿财经 ( 微信ID:iruicj )文 |王永明备受关注的马斯克天价薪酬...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111140740a4990526&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US 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)文 |王永明备受关注的马斯克天价薪酬方案,在周四出了结果。特斯拉(TSLA.O)股东以75%的多数票通过马斯克的薪酬方案,根据新的计划,马斯克可以在10年内从特斯拉股票中赚取高达8780亿美元。实际上,这次投票,无论于特斯拉还是马斯克,都充满着很大的变数。因为在投票之前,就有主权基金旗帜鲜明的表示反对这一薪酬计划。那么,马斯克最终为什么成功了呢?实际上,这不是马斯克一时的心血来潮,关于这一计划,最早可追溯到2018年。2018年,特斯拉董事会为马斯克设计并推动股东批准了这份“史上最大”的薪酬计划。其核心逻辑和通过原因如下:零薪酬”模式:这份薪酬方案不提供任何工资、现金奖金或股票奖励。马斯克的全部收入完全取决于特斯拉能否实现一系列极其雄心勃勃的市值和运营目标。阶梯式目标:方案设定了12个市值里程碑(从1000亿美元到6500亿美元,每次增加500亿)和相应的营收/利润目标。每实现一个目标,马斯克可以解锁约1%的公司股票期权。全部完成后,他将获得特斯拉总股本约12%的股票。在当时看来几乎是“不可能的任务”:2018年特斯拉的市值约为500亿美元,并且正在经历“生产地狱”,市场质疑声不断。将市值提升13倍至6500亿美元,在大多数人看来是一个天文数字。董事会将其设计为一份“对赌协议”,意思是:“如果你能为我们所有股东创造如此巨大的财富,你理应获得其中的一部分。”最终,2018年的股东投票以约73%的支持率通过。尽管2018年方案通过了,但一位股东提起了诉讼。2024年1月,特拉华州法官的“致命一击”:一名法官以“程序不公”和“价格过高”为由,废除了这份薪酬方案。法官认为,董事会与马斯克关系过于密切,没有进行真正的“公平交易”,且向股东披露的信息不充分。这引发了特斯拉的治理危机:如果薪酬方案作废,不仅马斯克巨大的努力白费,更关键的是,可能会动摇他继续留在特斯拉的承诺。面对判决,特斯拉董事会采取了惊人的策略:将原封不动的2018年薪酬方案再次提交给股东投票。这一次,它再次以高票通过。原因更为复杂和现实:目标已全部达成,愿景已成现实,是最核心、最具说服力的原因。到2024年投票时,2018年设定的所有“不可能”的目标已经全部被马斯克实现了。特斯拉市值在2021年曾突破万亿美元,最高达到1.2万亿美元,尽管投票时有所回落,但远超6500亿美元的目标。营收和利润目标也均已达成。马斯克明确表示,他希望获得公司25%的投票权,以更好地推动AI和机器人技术的发展。同时,他对特拉华州的判决非常不满。经过多年的发展,市场更加坚信特斯拉的未来(尤其是在AI、自动驾驶、机器人领域)与马斯克的领导力深度捆绑。股东们面临一个残酷的现实选择:是批准这份已经兑现目标的巨额薪酬,让马斯克开心并留下来;还是冒着失去他的风险,去省下这笔“已经赚到的钱”?绝大多数股东选择了前者。他们害怕没有马斯克的特斯拉。记者小结:马斯克的万亿薪酬方案能通过,归根结底是以下几个因素的叠加:前瞻性的豪赌设计,目标看似不可能时,用巨额奖励激励创始人;无可辩驳的执行结果,马斯克确实带领公司实现了所有目标,为股东创造了巨大财富,使得反对理由变得苍白;强大的个人魅力与股东基础:马斯克拥有一批忠诚的支持者,他们相信他的愿景并愿意为他投票;现实的恐惧:股东们担心,如果不给,公司的核心资产——马斯克本人——可能会离开,从而造成更大的损失。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498991780516640,"gmtCreate":1762849881391,"gmtModify":1762849884042,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"电动皮卡什么乐色[微笑] 就算量产几个人买账?当初吹得有多狠现在就有多凄凉。","listText":"电动皮卡什么乐色[微笑] 就算量产几个人买账?当初吹得有多狠现在就有多凄凉。","text":"电动皮卡什么乐色[微笑] 就算量产几个人买账?当初吹得有多狠现在就有多凄凉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498991780516640","repostId":"2582356194","repostType":2,"repost":{"id":"2582356194","kind":"news","pubTimestamp":1762845814,"share":"https://www.laohu8.com/m/news/2582356194?lang=&edition=full","pubTime":"2025-11-11 15:23","market":"us","language":"zh","title":"特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2582356194","media":"全球汽贸网","summary":"而几乎同一时间,Cybertruck项目负责人Siddhant Awasthi也宣布离职。他从实习生做起,八年间一路晋升,不仅带领团队将“不锈钢猛兽”Cybertruck推向市场,近期还接手了Model 3项目,是特斯拉内部备受瞩目的少壮派代表。02 马斯克的“两个特斯拉”与资源争夺战表面上是高管离职,本质上是公司战略重心转移所引发的内部“地震”。如今Model Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。","content":"<html><body><article><p><strong>汽车资讯零部件采供一步到位</strong></p><p><strong>点击蓝字 关注我们</strong></p><p><strong>全球汽贸网资讯</strong>,上周日,Model Y的全球掌舵人,<strong>Emmanuel Lamicchia,在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>效力近八年后,通过LinkedIn宣布离职。</strong>他不仅深度参与了Model 3与Model Y的研发与量产,更在过去四年中主导了Model Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。</p><p>而几乎同一时间,<strong>Cybertruck项目负责人Siddhant Awasthi也宣布离职。</strong>他从实习生做起,八年间一路晋升,不仅带领团队将“不锈钢猛兽”Cybertruck推向市场,近期还接手了Model 3项目,是特斯拉内部备受瞩目的少壮派代表。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251111160544533v2064s4dd0h75xz\"/><p>图片来源:路透社</p><p><strong>01 人才流失加剧,特斯拉转型路上隐忧浮现</strong></p><p>细数过去一年,特斯拉已失去多位核心项目经理:</p><p>Daniel Ho(Model 3发布功臣)</p><p>David Zhang(Model S和X项目负责人)</p><p>如今再加上Model Y和Cybertruck两位关键人物</p><p>这些人有一个共同点:他们都是“车辆专家”,是负责将图纸变为现实、并实现大规模量产、销售的关键人物。 他们的相继离开,传递出一个清晰的信号:<strong>特斯拉的核心竞争力,正在从“卓越的汽车制造”转向另一个战场。</strong></p><p><strong>02 马斯克的“两个特斯拉”与资源争夺战</strong></p><p>表面上是高管离职,本质上是<strong>公司战略重心转移</strong>所引发的内部“地震”。如今的特斯拉内部,仿佛存在着两个公司:</p><p><strong>一是“传统的特斯拉”,</strong>通过生产Model 3/Y等电动车,通过优化设计、压榨成本、扩大产能来赢得市场份额。</p><p>如今Model Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。对于追求极致创新的顶尖人才而言,吸引力在下降。</p><p><strong>二是“未来的特斯拉”,</strong>全力押注在机器人出租车、全自动驾驶(FSD)、人形机器人(Optimus)和超级计算机上。</p><p>这也是马斯克心中特斯拉价值终局的所在,是他宣称“特斯拉最终是一家AI机器人公司”的底气。</p><p>而矛盾的核心在于,资源是有限的。 当马斯克将公司的战略资源、顶尖人才和关注度疯狂倾斜向<strong>“未来的特斯拉”</strong>时,“传统的特斯拉”业务线必然会受到影响。</p><p>对于Lamacchia和Awasthi这样的顶级汽车项目管理者而言,当他们发现自己的项目和团队不再是公司的“心头好”,甚至资源受限、话语权减弱时,或许选择在职业巅峰期急流勇退,便成了一个合理的选择。</p><p><strong>03 结语</strong></p><p>特斯拉正站在一个十字路口。</p><p>一边,是它亲手开创并登顶的<strong>电动汽车</strong>王座;另一边,是马斯克孤注一掷、试图驶向的<strong>AI驱动未来</strong>。这场密集的高管离职潮,绝非简单的个人职业选择,而是一次剧烈的内部“新陈代谢”——<strong>马斯克正在亲手“拆解”那个成功的汽车公司,以喂养他心中那个更具想象空间的AI与机器人巨头</strong>。</p><p>传统业务的根基正在松动,而未来的星辰大海仍笼罩在技术的迷雾之中。马斯克押上的,<strong>不仅是特斯拉万亿市值的未来,更是整个电动汽车行业的走向。</strong></p><p>我们不禁要问:当“造车”的灵魂人物相继离去,特斯拉赖以崛起的制造奇迹与产品魅力,是否还能延续?而当下的牺牲,<strong>换来的会是一个<a href=\"https://laohu8.com/S/00166\">新时代</a>的通行证,还是一场战略失衡的序幕?</strong></p><p>答案,或许就藏在接下来每一个季度的交付数据里,藏在FSD每一次的版本更新中。风暴已至,我们拭目以待。</p><p>(编译:全球汽贸网Lyra)</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>特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?</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特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 15:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111160606a6f1724d&s=b><strong>全球汽贸网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汽车资讯零部件采供一步到位点击蓝字 关注我们全球汽贸网资讯,上周日,Model Y的全球掌舵人,Emmanuel Lamicchia,在特斯拉效力近八年后,通过LinkedIn宣布离职。他不仅深度参与了Model 3与Model Y的研发与量产,更在过去四年中主导了Model Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。而几乎同一时间,Cybertruck项目负责人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111160606a6f1724d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4612":"AI芯片","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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\"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","UFO":"Procure Space ETF","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111160606a6f1724d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582356194","content_text":"汽车资讯零部件采供一步到位点击蓝字 关注我们全球汽贸网资讯,上周日,Model Y的全球掌舵人,Emmanuel Lamicchia,在特斯拉效力近八年后,通过LinkedIn宣布离职。他不仅深度参与了Model 3与Model Y的研发与量产,更在过去四年中主导了Model Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。而几乎同一时间,Cybertruck项目负责人Siddhant Awasthi也宣布离职。他从实习生做起,八年间一路晋升,不仅带领团队将“不锈钢猛兽”Cybertruck推向市场,近期还接手了Model 3项目,是特斯拉内部备受瞩目的少壮派代表。图片来源:路透社01 人才流失加剧,特斯拉转型路上隐忧浮现细数过去一年,特斯拉已失去多位核心项目经理:Daniel Ho(Model 3发布功臣)David Zhang(Model S和X项目负责人)如今再加上Model Y和Cybertruck两位关键人物这些人有一个共同点:他们都是“车辆专家”,是负责将图纸变为现实、并实现大规模量产、销售的关键人物。 他们的相继离开,传递出一个清晰的信号:特斯拉的核心竞争力,正在从“卓越的汽车制造”转向另一个战场。02 马斯克的“两个特斯拉”与资源争夺战表面上是高管离职,本质上是公司战略重心转移所引发的内部“地震”。如今的特斯拉内部,仿佛存在着两个公司:一是“传统的特斯拉”,通过生产Model 3/Y等电动车,通过优化设计、压榨成本、扩大产能来赢得市场份额。如今Model Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。对于追求极致创新的顶尖人才而言,吸引力在下降。二是“未来的特斯拉”,全力押注在机器人出租车、全自动驾驶(FSD)、人形机器人(Optimus)和超级计算机上。这也是马斯克心中特斯拉价值终局的所在,是他宣称“特斯拉最终是一家AI机器人公司”的底气。而矛盾的核心在于,资源是有限的。 当马斯克将公司的战略资源、顶尖人才和关注度疯狂倾斜向“未来的特斯拉”时,“传统的特斯拉”业务线必然会受到影响。对于Lamacchia和Awasthi这样的顶级汽车项目管理者而言,当他们发现自己的项目和团队不再是公司的“心头好”,甚至资源受限、话语权减弱时,或许选择在职业巅峰期急流勇退,便成了一个合理的选择。03 结语特斯拉正站在一个十字路口。一边,是它亲手开创并登顶的电动汽车王座;另一边,是马斯克孤注一掷、试图驶向的AI驱动未来。这场密集的高管离职潮,绝非简单的个人职业选择,而是一次剧烈的内部“新陈代谢”——马斯克正在亲手“拆解”那个成功的汽车公司,以喂养他心中那个更具想象空间的AI与机器人巨头。传统业务的根基正在松动,而未来的星辰大海仍笼罩在技术的迷雾之中。马斯克押上的,不仅是特斯拉万亿市值的未来,更是整个电动汽车行业的走向。我们不禁要问:当“造车”的灵魂人物相继离去,特斯拉赖以崛起的制造奇迹与产品魅力,是否还能延续?而当下的牺牲,换来的会是一个新时代的通行证,还是一场战略失衡的序幕?答案,或许就藏在接下来每一个季度的交付数据里,藏在FSD每一次的版本更新中。风暴已至,我们拭目以待。(编译:全球汽贸网Lyra)","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498932019363992,"gmtCreate":1762835208256,"gmtModify":1762835211397,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"深度绑定一个人并不是什么好事[微笑] 再说了,里面说的都是基于非常顺利的基础上才能实现,现实真的这么顺利吗[邪恶] 马圣理论,先短期预测落地,再通过不断的延期吸引眼球骗投资再慢慢改善,结果永远到不了真正完全落地的真实。","listText":"深度绑定一个人并不是什么好事[微笑] 再说了,里面说的都是基于非常顺利的基础上才能实现,现实真的这么顺利吗[邪恶] 马圣理论,先短期预测落地,再通过不断的延期吸引眼球骗投资再慢慢改善,结果永远到不了真正完全落地的真实。","text":"深度绑定一个人并不是什么好事[微笑] 再说了,里面说的都是基于非常顺利的基础上才能实现,现实真的这么顺利吗[邪恶] 马圣理论,先短期预测落地,再通过不断的延期吸引眼球骗投资再慢慢改善,结果永远到不了真正完全落地的真实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/498932019363992","repostId":"2582165333","repostType":2,"repost":{"id":"2582165333","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":1762829610,"share":"https://www.laohu8.com/m/news/2582165333?lang=&edition=full","pubTime":"2025-11-11 10:53","market":"other","language":"zh","title":"大摩:市场低估了xAI对特斯拉的意义,FSD 14.3或将成为自动驾驶的“蒸汽机时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2582165333","media":"华尔街见闻","summary":"摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。","content":"<html><head></head><body><blockquote><p>摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的"马斯克经济体"(Muskonomy)。</p></blockquote><p style=\"text-align: justify;\">当全市场的目光集中在马斯克的天价薪酬上,大摩指出市场忽略了特斯拉股东大会的战略要点。</p><p style=\"text-align: justify;\">据追风交易台,摩根士丹利分析师Adam Jonas在最新的报告中表示,股东们批准马斯克惊人的薪酬方案早已是意料之中,但这只是噪音。报告的真正价值在于,它揭示了几个被市场忽视、却将在未来6-12个月内深刻影响股价的关键信号。</p><p style=\"text-align: justify;\">摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的"马斯克经济体"(Muskonomy)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428de9ae566ec219d5f7264c963a3637\" tg-width=\"493\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">摩根士丹利维持特斯拉“增持”评级,并给出410美元的目标价,隔夜特斯拉股价收于445.23美元,牛市情景下目标价高达800美元。</p><h2 id=\"muskonomy-x-ai\">“马斯克经济体”的基石:xAI 与芯片自主</h2><p style=\"text-align: justify;\">报告指出,市场似乎并未真正理解特斯拉与xAI之间唇亡齿寒的共生关系。</p><p style=\"text-align: justify;\">大摩报告强调:</p><blockquote><p style=\"text-align: justify;\">特斯拉与xAI(在财务和战略上)的关系对特斯拉的长期成功具有决定性作用……我们相信,随着特斯拉在未来一年进入物理AI/自动驾驶的下一阶段,这种共同决定性将变得更加明显。</p></blockquote><p style=\"text-align: justify;\"><strong>大摩认为,两家公司在数据、软硬件和制造上形成递归循环,其价值体系更源于同一位创造者。这种深度绑定对特斯拉物理AI和自动驾驶的未来成败起着决定性作用。</strong></p><p style=\"text-align: justify;\">同时,为支撑数以十亿计的机器人(汽车、人形机器人等)宏大计划,<strong>马斯克暗示特斯拉可能亲自下场建造“巨型芯片工厂”,以确保这个“机器人大脑”最宝贵资源的供应与创新。</strong>机器人最重要的部分是推理大脑,特斯拉希望在推理芯片制造方面实现一定程度的垂直整合。</p><p style=\"text-align: justify;\">股东大会上,马斯克对于FSD V14.3将实现“开车时发短信”的信心,赢得了堪比薪酬方案通过时的掌声。摩根士丹利认为,市场低估了这一刻的意义。</p><p style=\"text-align: justify;\"><strong>将驾驶责任从人类转移给纯视觉算法,是交通领域的“蒸汽机时刻”,一个历史性的技术突破点。这不仅是技术进步,更是出行方式的根本性变革。</strong></p><p style=\"text-align: justify;\"><strong>此外,马斯克还提出了一个惊人构想——一个“庞大的”分布式推理云。</strong></p><blockquote><p style=\"text-align: justify;\">如果你允许特斯拉在你不用车的时候进行AI推理计算,我们愿意每月付给你100或200美元。仅美国就有超3亿辆汽车,全球超12亿辆。若它们都具备等同于英伟达Blackwell GPU的算力,将形成一个规模空前的边缘计算网络,为数据中心减负。仅在美国就相当于超过3亿个Blackwell。全球范围内达到12亿个,预计未来15年可能增至20亿个。</p></blockquote><h2 id=\"608be38b\">终极蓝图:太空计算与颠覆性制造</h2><p style=\"text-align: justify;\"><strong>报告还捕捉到两个指向未来的“彩蛋”。一是马斯克提到的“太阳能AI卫星”,这暗示了特斯拉与SpaceX在太空计算领域的战略协同。</strong></p><p style=\"text-align: justify;\">“太阳能AI卫星”引起了摩根士丹利具身AI和太空团队的高度关注。分析师指出:</p><blockquote><p style=\"text-align: justify;\">他们长期以来一直在讨论太空中先进计算与网络安全通信的自然重叠。太空数据中心远非科幻小说,而是应对人类对算力和电力需求的必然技术。计算机需要冷却环境,外太空的基准温度为2.7开尔文(-270.45摄氏度,-454.8华氏度),具有明显的散热优势。</p></blockquote><p style=\"text-align: justify;\">二是Cybercab的生产目标——“每10秒一辆”,这远超传统汽车制造业60-90秒的节拍,其背后是“无盒式”生产线、极简设计和免喷涂工艺等颠覆性创新。这预示着自亨利·福特以来,汽车大规模生产方式的又一次伟大飞跃。具体来看,特斯拉希望:</p><blockquote><p style=\"text-align: justify;\">通过采用全新的"非箱式"生产线,极简主义方法,以及车型之间几乎零定制化/差异化。没有方向盘,没有后视镜,采用预涂层塑料复合材料“卡扣式”车身面板(可能不需要喷漆车间)。</p></blockquote></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>大摩:市场低估了xAI对特斯拉的意义,FSD 14.3或将成为自动驾驶的“蒸汽机时刻”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩:市场低估了xAI对特斯拉的意义,FSD 14.3或将成为自动驾驶的“蒸汽机时刻”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 10:53 北京时间 <a href=https://wallstreetcn.com/articles/3759104><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。当全市场的目光集中在马斯克的天价薪酬上,大摩指出市场忽略了特斯拉股东大会的战略要点。据追风交易台,摩根士丹利分析师...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759104\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://wallstreetcn.com/articles/3759104","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582165333","content_text":"摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。当全市场的目光集中在马斯克的天价薪酬上,大摩指出市场忽略了特斯拉股东大会的战略要点。据追风交易台,摩根士丹利分析师Adam Jonas在最新的报告中表示,股东们批准马斯克惊人的薪酬方案早已是意料之中,但这只是噪音。报告的真正价值在于,它揭示了几个被市场忽视、却将在未来6-12个月内深刻影响股价的关键信号。摩根士丹利认为,特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星,以及Cybercab的革命性生产方式,都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴,指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。摩根士丹利维持特斯拉“增持”评级,并给出410美元的目标价,隔夜特斯拉股价收于445.23美元,牛市情景下目标价高达800美元。“马斯克经济体”的基石:xAI 与芯片自主报告指出,市场似乎并未真正理解特斯拉与xAI之间唇亡齿寒的共生关系。大摩报告强调:特斯拉与xAI(在财务和战略上)的关系对特斯拉的长期成功具有决定性作用……我们相信,随着特斯拉在未来一年进入物理AI/自动驾驶的下一阶段,这种共同决定性将变得更加明显。大摩认为,两家公司在数据、软硬件和制造上形成递归循环,其价值体系更源于同一位创造者。这种深度绑定对特斯拉物理AI和自动驾驶的未来成败起着决定性作用。同时,为支撑数以十亿计的机器人(汽车、人形机器人等)宏大计划,马斯克暗示特斯拉可能亲自下场建造“巨型芯片工厂”,以确保这个“机器人大脑”最宝贵资源的供应与创新。机器人最重要的部分是推理大脑,特斯拉希望在推理芯片制造方面实现一定程度的垂直整合。股东大会上,马斯克对于FSD V14.3将实现“开车时发短信”的信心,赢得了堪比薪酬方案通过时的掌声。摩根士丹利认为,市场低估了这一刻的意义。将驾驶责任从人类转移给纯视觉算法,是交通领域的“蒸汽机时刻”,一个历史性的技术突破点。这不仅是技术进步,更是出行方式的根本性变革。此外,马斯克还提出了一个惊人构想——一个“庞大的”分布式推理云。如果你允许特斯拉在你不用车的时候进行AI推理计算,我们愿意每月付给你100或200美元。仅美国就有超3亿辆汽车,全球超12亿辆。若它们都具备等同于英伟达Blackwell 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","text":"$特斯拉(TSLA)$ 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/e252eda3edd97c0f0e617b6c218fa548","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/388350320689584","isVote":1,"tweetType":1,"viewCount":13456,"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":501169875636896,"gmtCreate":1763386043751,"gmtModify":1763386046295,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","listText":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","text":"画饼公司而已,手上的饼目前除了汽车和储能表现较好其他的有什么东西能确保未来肯定盈利?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/501169875636896","repostId":"1140491668","repostType":2,"repost":{"id":"1140491668","kind":"news","pubTimestamp":1763385030,"share":"https://www.laohu8.com/m/news/1140491668?lang=&edition=full","pubTime":"2025-11-17 21:10","market":"us","language":"zh","title":"马斯克向比尔·盖茨发出“最后通牒”:尽快平仓特斯拉空头头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=1140491668","media":"IT之家","summary":"11 月 17 日消息,特斯拉首席执行官埃隆马斯克向比尔盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 微软股票后,马斯克随即向盖茨发出最终警告:尽快平掉你的特斯拉空头头寸,否则后果自负。马斯克与盖茨之间的竞争主要源于前者对后者长期持有特斯拉空头仓位的强烈不满。","content":"<html><head></head><body><p>11 月 17 日消息,特斯拉首席执行官埃隆・马斯克向比尔・盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。</p><p>长期以来,盖茨对特斯拉持怀疑态度;但数年前,他也曾尝试与马斯克探讨慈善合作的可能性,而正是在同一时期,盖茨向马斯克坦承自己持有特斯拉股票的空头仓位。</p><p>据沃尔特・艾萨克森(Walter Isaacson)撰写的马斯克传记所述,马斯克当时对比尔・盖茨表现得“极为刻薄”。彼时,<strong>盖茨已投入 5 亿美元(IT之家注:现汇率约合 35.53 亿元人民币)做空特斯拉股票</strong>,押注其股价下跌以期从中获利。</p><p>所谓“空头头寸”,<strong>本质上意味着盖茨押注特斯拉股价将下跌,从而通过差价获利</strong>。然而事实恰恰相反:特斯拉股价今年以来已累计上涨逾 6%,过去五年间更飙升近 150%。</p><p>在近期举行的年度股东大会上,马斯克详细阐述了特斯拉多项未来项目规划,并强调这些项目有望颠覆多个行业格局。此外,他不久前刚获批一项规模高达 1 万亿美元的新薪酬方案,该方案将分 12 期授予,每期均与两项条件挂钩:一是公司市值目标,二是与具体产品相关的个人绩效指标。</p><p>马斯克此前获批的上一轮薪酬计划因其出色业绩已达成全部考核条件,却因特拉华州衡平法院的一项裁决而未被实际授予。在最新薪酬方案表决中,高达 76.6% 的股东投下赞成票,足见投资者对其作为首席执行官的能力高度认可。</p><p>盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 微软股票后,马斯克随即向盖茨发出最终警告:尽快平掉你的特斯拉空头头寸,否则后果自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc16bd223116e72f1db356f26e88b335\" title=\"\" tg-width=\"597\" tg-height=\"813\"/></p><p>马斯克与盖茨之间的竞争主要源于前者对后者长期持有特斯拉空头仓位的强烈不满。不过,马斯克此次主动发出预警,或许也透露出一丝微妙善意,倘若他意在重创盖茨,本可完全不予提醒、静待市场反噬。</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>马斯克向比尔·盖茨发出“最后通牒”:尽快平仓特斯拉空头头寸</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/898/073.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140491668","content_text":"11 月 17 日消息,特斯拉首席执行官埃隆・马斯克向比尔・盖茨发出“最后通牒”,要求其尽快平仓针对特斯拉的空头头寸,盖茨数年前曾亲口向马斯克本人确认持有该头寸。长期以来,盖茨对特斯拉持怀疑态度;但数年前,他也曾尝试与马斯克探讨慈善合作的可能性,而正是在同一时期,盖茨向马斯克坦承自己持有特斯拉股票的空头仓位。据沃尔特・艾萨克森(Walter Isaacson)撰写的马斯克传记所述,马斯克当时对比尔・盖茨表现得“极为刻薄”。彼时,盖茨已投入 5 亿美元(IT之家注:现汇率约合 35.53 亿元人民币)做空特斯拉股票,押注其股价下跌以期从中获利。所谓“空头头寸”,本质上意味着盖茨押注特斯拉股价将下跌,从而通过差价获利。然而事实恰恰相反:特斯拉股价今年以来已累计上涨逾 6%,过去五年间更飙升近 150%。在近期举行的年度股东大会上,马斯克详细阐述了特斯拉多项未来项目规划,并强调这些项目有望颠覆多个行业格局。此外,他不久前刚获批一项规模高达 1 万亿美元的新薪酬方案,该方案将分 12 期授予,每期均与两项条件挂钩:一是公司市值目标,二是与具体产品相关的个人绩效指标。马斯克此前获批的上一轮薪酬计划因其出色业绩已达成全部考核条件,却因特拉华州衡平法院的一项裁决而未被实际授予。在最新薪酬方案表决中,高达 76.6% 的股东投下赞成票,足见投资者对其作为首席执行官的能力高度认可。盖茨基金会近期被曝以近 90 亿美元价格减持其持有的 65% 微软股票后,马斯克随即向盖茨发出最终警告:尽快平掉你的特斯拉空头头寸,否则后果自负。马斯克与盖茨之间的竞争主要源于前者对后者长期持有特斯拉空头仓位的强烈不满。不过,马斯克此次主动发出预警,或许也透露出一丝微妙善意,倘若他意在重创盖茨,本可完全不予提醒、静待市场反噬。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501104289505333","authorId":"3501104289505333","name":"股神小挠虎","avatar":"https://static.tigerbbs.com/d0829d4874f6c31d075ddf111ba172fb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3501104289505333","authorIdStr":"3501104289505333"},"content":"那你敢做空吗?字谁都敢打","text":"那你敢做空吗?字谁都敢打","html":"那你敢做空吗?字谁都敢打"}],"imageCount":0,"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":6,"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":9917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","listText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","text":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":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=&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出:</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。</strong>相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善,Spak在报告最后仍强调:</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"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":687,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4200747074916302","authorIdStr":"4200747074916302"},"content":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","text":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","html":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","text":"$特斯拉(TSLA)$ 精彩的拉高出货,准备好继续向下了吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":3,"link":"https://laohu8.com/post/409615494414632","isVote":1,"tweetType":1,"viewCount":6874,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","text":"$特斯拉(TSLA)$ 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/317753425187072","isVote":1,"tweetType":1,"viewCount":6293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","text":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","html":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </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\">$特斯拉(TSLA)$ </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":5976,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"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":13,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 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","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </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] 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","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":26777,"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":"画饼仙人韭菜花","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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 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] 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21:03","market":"us","language":"zh","title":"特斯拉第三季度交付量497099辆,市场预估439612辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1111891751","media":"老虎资讯综合","summary":"第三季度产量447450辆,市场预测450313辆。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>","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>特斯拉第三季度交付量497099辆,市场预估439612辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111891751","content_text":"特斯拉 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。特斯拉第三季度产量447450辆,市场预测450313辆。第三季度MODEL 3/Y交付量481166辆,预测424828辆。第三季度车型3/Y产量435826辆,预测426714辆。同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546100370960848","authorId":"3546100370960848","name":"掉毛野山鸡","avatar":"https://static.tigerbbs.com/026214f0252f4151f49345625ba272b2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3546100370960848","authorIdStr":"3546100370960848"},"content":"呐上你仅有的身家,做空邪教头子。光喊没用的。","text":"呐上你仅有的身家,做空邪教头子。光喊没用的。","html":"呐上你仅有的身家,做空邪教头子。光喊没用的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419620908114128,"gmtCreate":1743478248312,"gmtModify":1743503405451,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","text":"$特斯拉(TSLA)$ 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/419620908114128","isVote":1,"tweetType":1,"viewCount":4717,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"content":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","text":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","html":"确实是这样,但是现在确实不能证明他已经改变出颓势了。"},{"author":{"id":"3551645374105058","authorId":"3551645374105058","name":"虎虎生威200505","avatar":"https://static.tigerbbs.com/d6bca79599b137d8e146738a6225719a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3551645374105058","authorIdStr":"3551645374105058"},"content":"胡说八道还得是你 [弱] [弱] [弱]","text":"胡说八道还得是你 [弱] [弱] [弱]","html":"胡说八道还得是你 [弱] [弱] [弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488651040731424,"gmtCreate":1760326501873,"gmtModify":1760326504222,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"htmlText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","listText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","text":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/488651040731424","repostId":"2575441202","repostType":2,"repost":{"id":"2575441202","kind":"news","pubTimestamp":1760316180,"share":"https://www.laohu8.com/m/news/2575441202?lang=&edition=full","pubTime":"2025-10-13 08:43","market":"us","language":"zh","title":"马斯克回应特斯拉FSD V14自动泊车","url":"https://stock-news.laohu8.com/highlight/detail?id=2575441202","media":"车质网","summary":"据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”","content":"<html><body><article><p>据IT之家消息,近期有人发布了一段视频,展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在升级FSDV14.1版本后的自动泊车表现。</p><p>据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。</p><p>针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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马斯克回应特斯拉FSD V14自动泊车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 08:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4574":"无人驾驶","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4598":"佩洛西持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU0823411888.USD":"法巴消费创新基金 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