大赢家山姆哥的个人主页 - 老虎社区

大赢家山姆哥

大赢家山姆哥

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大赢家山姆哥

2021-11-08

$特斯拉(TSLA)$结果出来了，马斯克要卖10%股票， 🥲我们一开市也卖吗？后面再来抄底？

大赢家山姆哥

2025-09-26

$特斯拉(TSLA)$ 怎么老虎没有股东大会投票的地址，？？富途都发邮件来了。。。

大赢家山姆哥

2025-09-22

能坐总统旁边[强] [强] [强]

特朗普与马斯克和好了？“闹掰”后首次公开同框

大赢家山姆哥

2025-03-04

$特斯拉(TSLA)$ 买车就买自己喜欢的🥰

大赢家山姆哥

2024-11-07

$特斯拉(TSLA)$ 今晚破万亿市值！！！

大赢家山姆哥

2025-12-17

木头姐前几天抛的，错过上涨[财迷] [财迷]

特斯拉股价创年内新高，木头姐抛售近6000万美元股票

大赢家山姆哥

2025-07-16

$特斯拉(TSLA)$ 新车型，大6座！666

大赢家山姆哥

01-27

$特斯拉(TSLA)$ 更新了一下老虎，K线图，终于正常了！！！

大赢家山姆哥

2025-12-30

新能源哪家一样，全年都下滑了

烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据

大赢家山姆哥

2025-11-06

遥控器在别人那[开心]

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 更新了一下老虎，K线图，终于正常了！！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 更新了一下老虎，K线图，终于正常了！！！","text":"$特斯拉(TSLA)$ 更新了一下老虎，K线图，终于正常了！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526333277749824","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516525089394712,"gmtCreate":1767074602263,"gmtModify":1767074604609,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"title":"","htmlText":"新能源哪家一样，全年都下滑了","listText":"新能源哪家一样，全年都下滑了","text":"新能源哪家一样，全年都下滑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516525089394712","repostId":"2595359763","repostType":2,"repost":{"id":"2595359763","kind":"news","pubTimestamp":1767065357,"share":"https://www.laohu8.com/m/news/2595359763?lang=zh_CN&edition=full","pubTime":"2025-12-30 11:29","market":"us","language":"zh","title":"烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2595359763","media":"汽车之家资讯","summary":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。然而目前，特斯拉决定将这份数据公布。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112919238d206qmkw3t61src\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112920164d206hhfpfkl3b7i\"/><p>这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。</p><img src=\"http://car2.autoimg.cn/cardfs/product/g33/M03/97/B4/620x0_1_autohomecar__ChxpVmlR6tqAECkoACEjYqQpW_A289.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112942354d2064qdu4bft3g7\"/><p>若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 姚宇）</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>烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) 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INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2595359763","content_text":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/汽车之家 姚宇）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511629362385376,"gmtCreate":1765936475007,"gmtModify":1765936477335,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"title":"","htmlText":"木头姐前几天抛的，错过上涨[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"木头姐前几天抛的，错过上涨[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"木头姐前几天抛的，错过上涨[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511629362385376","repostId":"2591605056","repostType":2,"repost":{"id":"2591605056","kind":"news","pubTimestamp":1765867980,"share":"https://www.laohu8.com/m/news/2591605056?lang=zh_CN&edition=full","pubTime":"2025-12-16 14:53","market":"sh","language":"zh","title":"特斯拉股价创年内新高，木头姐抛售近6000万美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2591605056","media":"环球市场播报","summary":"特斯拉股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这表明投资者的关注点发生了转变。　　一些投资者还预测，特斯拉汽车业务的动力将减弱，预计2025年交付量将下降约7%，2026年的交付量将在持平至增长5%之间，远低于整体市场预期。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。</p><p>当天，凯茜·伍德的方舟投资管理公司通过旗下基金ARKK和ARKW总计出售了124867股特斯拉股票，价值约5935万美元。</p><p>此举正值特斯拉在自动驾驶领域不断发展之际，其CEO埃隆·马斯克证实了在奥斯汀测试无人驾驶机器人出租车的消息。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这表明投资者的关注点发生了转变。</p><p>巴克莱的一位分析师表示，特斯拉未来的估值似乎与电动汽车的交付数量关系不大，他认为第四季度的交付可能疲软，但这对特斯拉的股价可能无关紧要。这位分析师维持对特斯拉的“持股观望”评级，并将其目标价上调至350美元，指出特斯拉越来越像一家科技公司，而不是一家传统的汽车制造商。</p><p>这一观点与马斯克长期以来的立场一致，即特斯拉的长期价值将由技术驱动，尤其是全自动驾驶软件和“擎天柱”人形机器人。马斯克此前曾表示，特斯拉未来价值的80%可能来自擎天柱，而FSD也被认为是主要的增长动力。</p><p>一些投资者还预测，特斯拉汽车业务的动力将减弱，预计2025年交付量将下降约7%，2026年的交付量将在持平至增长5%之间，远低于整体市场预期。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股价创年内新高，木头姐抛售近6000万美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-16/doc-inhaysif1016678.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。当天，凯茜·伍德的方舟投资管理公司通过旗下基金ARKK和ARKW总计出售了124867股特斯拉股票，价值约5935万美元。此举正值特斯拉在自动驾驶领域不断发展之际，其CEO埃隆·马斯克证实了在奥斯汀测试无人驾驶机器人出租车的消息。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-16/doc-inhaysif1016678.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE 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[强]&nbsp;&nbsp;","text":"能坐总统旁边[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481218520130072","repostId":"1106824267","repostType":2,"repost":{"id":"1106824267","kind":"news","pubTimestamp":1758498238,"share":"https://www.laohu8.com/m/news/1106824267?lang=zh_CN&edition=full","pubTime":"2025-09-22 07:43","market":"us","language":"zh","title":"特朗普与马斯克和好了？“闹掰”后首次公开同框","url":"https://stock-news.laohu8.com/highlight/detail?id=1106824267","media":"新浪财经","summary":"当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。此次特朗普与他昔日的 “挚友” 在查理柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 月特朗普在马斯克结束其在政府效率部的公职时为其授予荣誉以来，两人首次公开同框。","content":"<html><head></head><body><p style=\"text-align: start;\">当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。特朗普身体前倾，向马斯克说着什么，两人均有手势动作，这位科技界亿万富豪则频频点头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a01ab32adc11da5961085483511525\" alt=\"左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。\" title=\"左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。\" tg-width=\"550\" tg-height=\"335\"/><span>左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73299ac9f9acb2e13485f4c2376b6d12\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"401\"/></p><p style=\"text-align: start;\">赫格塞斯的讲话结束后，马斯克便离开了座位，特朗普还友好的拍了拍马斯克。</p><p style=\"text-align: start;\">随后马斯克在社交媒体平台“X”上发布自己与美国总统特朗普同框交谈的图片，并表示：“为了查理”（For Charlie）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef9abf8c9a819a17b4d627c84e8e429e\" alt=\"\" title=\"\" tg-width=\"591\" tg-height=\"460\"/></p><p style=\"text-align: start;\">此次特朗普与他昔日的 “挚友” 在查理・柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 月特朗普在马斯克结束其在政府效率部的公职时为其授予荣誉以来，两人首次公开同框。</p><p style=\"text-align: start;\">此后，因在总统政策议程法案上存在分歧，且马斯克威胁要组建新政党，双方曾在社交媒体上发生高调争执。</p><p style=\"text-align: start;\">有消息人士透露，在马斯克与特朗普公开争执后，柯克在两人之间起到了一定的调解作用。他一直与马斯克保持联系，经常通过短信沟通，例如曾告知马斯克，其对政策法案的负面言论可能会损害特朗普的整体议程。该消息人士还表示，马斯克对柯克及其反馈持接纳态度。</p></body></html>","source":"XLCJ","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>特朗普与马斯克和好了？“闹掰”后首次公开同框</title>\n<style 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href=\"https://finance.sina.com.cn/world/2025-09-22/doc-infriefz3958490.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/world/2025-09-22/doc-infriefz3958490.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106824267","content_text":"当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。特朗普身体前倾，向马斯克说着什么，两人均有手势动作，这位科技界亿万富豪则频频点头。左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。赫格塞斯的讲话结束后，马斯克便离开了座位，特朗普还友好的拍了拍马斯克。随后马斯克在社交媒体平台“X”上发布自己与美国总统特朗普同框交谈的图片，并表示：“为了查理”（For Charlie）。此次特朗普与他昔日的 “挚友” 在查理・柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 月特朗普在马斯克结束其在政府效率部的公职时为其授予荣誉以来，两人首次公开同框。此后，因在总统政策议程法案上存在分歧，且马斯克威胁要组建新政党，双方曾在社交媒体上发生高调争执。有消息人士透露，在马斯克与特朗普公开争执后，柯克在两人之间起到了一定的调解作用。他一直与马斯克保持联系，经常通过短信沟通，例如曾告知马斯克，其对政策法案的负面言论可能会损害特朗普的整体议程。该消息人士还表示，马斯克对柯克及其反馈持接纳态度。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479799422996728,"gmtCreate":1758162293074,"gmtModify":1758163731415,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"牛逼克拉斯","listText":"牛逼克拉斯","text":"牛逼克拉斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479799422996728","repostId":"2568445968","repostType":2,"repost":{"id":"2568445968","kind":"news","pubTimestamp":1758153958,"share":"https://www.laohu8.com/m/news/2568445968?lang=zh_CN&edition=full","pubTime":"2025-09-18 08:05","market":"us","language":"zh","title":"10000台！特斯拉机器人斩获史上最大订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2568445968","media":"机器人领航员","summary":"马斯克的万亿薪酬赌局开始了这回真的爆了！特斯拉Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。Optimus Gen3+ 有多强——它在特斯拉工厂里已经验证过，效率比人工高30%，未来成本甚至有望压到2万美元以下。也就是说，它不只“能干”，还“便宜得惊人”。","content":"<html><body><article><p>马斯克的万亿薪酬赌局开始了</p><p>这回真的爆了！<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/gXwSBLiaU0hTqCdL5B5AFE6TAsUhoEzwIJnHvruYWbxeZibUGW3w9Nu68q5wQ3WSSBUKibcxlVXzsSgNMCnTxJib1w/640?wx_fmt=jpeg\"/><p>而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。</p><p>Optimus Gen3+ 有多强——它在特斯拉工厂里已经验证过，效率比人工高30%，未来成本甚至有望压到2万美元以下。也就是说，它不只“能干”，还“便宜得惊人”。</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>10000台！特斯拉机器人斩获史上最大订单</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 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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\">\n10000台！特斯拉机器人斩获史上最大订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-18 08:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918080353a72721ae&s=b><strong>机器人领航员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克的万亿薪酬赌局开始了这回真的爆了！特斯拉Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918080353a72721ae&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED 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Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0823414478.USD":"法巴经典能源转换基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World 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Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。Optimus Gen3+ 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18:23","market":"us","language":"zh","title":"马斯克购买257万股特斯拉普通股，每股价格在372.37-396.54美元区间","url":"https://stock-news.laohu8.com/highlight/detail?id=1182097458","media":"美股速递","summary":"根据SEC备案文件显示，特斯拉首席执行官埃隆·马斯克于9月12日在公开市场购买了257万股公司普通股。\n此次交易的股价区间为每股372.37美元至396.54美元。该交易信息已通过SEC备案文件正式披露。\n这一大规模股票购买行为显示了马斯克对特斯拉未来发展前景的信心。作为公司CEO，马斯克此次增持进一步加强了其在特斯拉的持股地位。","content":"<p>根据SEC备案文件显示，特斯拉首席执行官埃隆·马斯克于9月12日在公开市场购买了257万股公司普通股。</p>\n<p>此次交易的股价区间为每股372.37美元至396.54美元。该交易信息已通过SEC备案文件正式披露。</p>\n<p>这一大规模股票购买行为显示了马斯克对特斯拉未来发展前景的信心。作为公司CEO，马斯克此次增持进一步加强了其在特斯拉的持股地位。</p>","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>马斯克购买257万股特斯拉普通股，每股价格在372.37-396.54美元区间</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克购买257万股特斯拉普通股，每股价格在372.37-396.54美元区间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-09-15 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据SEC备案文件显示，特斯拉首席执行官埃隆·马斯克于9月12日在公开市场购买了257万股公司普通股。</p>\n<p>此次交易的股价区间为每股372.37美元至396.54美元。该交易信息已通过SEC备案文件正式披露。</p>\n<p>这一大规模股票购买行为显示了马斯克对特斯拉未来发展前景的信心。作为公司CEO，马斯克此次增持进一步加强了其在特斯拉的持股地位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY 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GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182097458","content_text":"根据SEC备案文件显示，特斯拉首席执行官埃隆·马斯克于9月12日在公开市场购买了257万股公司普通股。\n此次交易的股价区间为每股372.37美元至396.54美元。该交易信息已通过SEC备案文件正式披露。\n这一大规模股票购买行为显示了马斯克对特斯拉未来发展前景的信心。作为公司CEO，马斯克此次增持进一步加强了其在特斯拉的持股地位。","news_type":1,"symbols_score_info":{"TSYW.SI":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469672353862144,"gmtCreate":1755697694616,"gmtModify":1755697696685,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"最后一排，坐小孩没点问题，很舒适","listText":"最后一排，坐小孩没点问题，很舒适","text":"最后一排，坐小孩没点问题，很舒适","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469672353862144","repostId":"2560128671","repostType":2,"repost":{"id":"2560128671","kind":"news","pubTimestamp":1755657006,"share":"https://www.laohu8.com/m/news/2560128671?lang=zh_CN&edition=full","pubTime":"2025-08-20 10:30","market":"us","language":"zh","title":"低调上市的Model Y L，注定闷声发大财？","url":"https://stock-news.laohu8.com/highlight/detail?id=2560128671","media":"Ofweek维科网","summary":"说实话跟最近这段时间发布的一众产品相比，Model  Y  L显得格外低调。不论是车头车尾的灯组布局还是包围造型，Model Y L都跟Model  Y保持了一致。从外观来看，Model Y L基本就是加长拉高版的Model Y。Model Y L优化后的车顶结构，释放出更多头部空间。那么，Model Y L最大的优势在哪呢？所以Model Y L的驾控体验，是值得期待一下的。在原有的基础上，扩展了使用场景之后，Model  Y L的销量注定不会差。","content":"<html><body><article><p>不发请柬不开发布会，Model Y L用一条微博开启新战局？</p><p>跟当年的Model Y一样，不少人期待的Model Y L又是悄无声息地用一条微博、一则新闻，就完成了上市。朋友圈里的工作人员还在说，“建议大家别开车来看Model Y L了，停不下了”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103013511d152jfdk4is0g8v\"/><p>说实话跟最近这段时间发布的一众产品相比，Model  Y  L显得格外低调。没有充满争议的发布会也没有各种流量营销。从预告到上市，短短几条微博就成了一款新上市的热门产品。33.9万元起的价格，直接和<a href=\"https://laohu8.com/S/LI\">理想</a>i8、乐道L90产生了直接竞争，那么问题来了，Model  Y L能打吗？</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member11445/202508/wx_article__06581945c9fbafc9b88ff6de4bf0741a.jpg\"/><p><strong>尺寸提升明显，但并不占优</strong></p><p>其实如果不把Model  Y L和Model Y放在一起，可能很多人是分不清谁是谁的。不论是车头车尾的灯组布局还是包围造型，Model Y L都跟Model  Y保持了一致。不过侧面与车尾的差异就十分明显了，Model Y L明显变高了，中央的车厢是被拉长的，Model  Y的车型弧线在经过B柱后便明显下溜，而Model Y  L的车顶弧线延伸到更远处才下溜，所以，后排的车窗视野变得更佳，同时能看到后部的三角窗尺寸变得更大。  另外，车尾还加装了后扰流板。有意思的是，尺寸更大的Model Y L风阻系数居然比Model Y还低了一些。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103037113d152ye6b0nno2aq\"/><p>从外观来看，Model Y L基本就是加长拉高版的Model Y。其实理想i8的设计也是这个思路，只不过理想i8的设计是从MEGA那儿转换过来的，要说SUV，可能还是Model Y L更像一点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103044688d152xdslbbudmhk\"/><p>从车身尺寸来看，Model Y L的长宽高分别为4976/1920/1668mm，轴距为3040mm，对比Model Y车长增加179mm，宽度不变，高度增加44mm，轴距增加150mm，总体上会提升车内的乘员空间。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103048329d152w7zmibyh1u5\"/><p>不过和理想i8、乐道L90相比，Model Y L就没什么优势了。长宽高、轴距最大的是乐道L90，理想i8其次，Model Y L的车身尺寸属于被全方位包围了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103050355d152juvb8zifb42\"/><p>跟Model Y比，Model Y L是大了不少，但放在市场上横向对比，Model Y L就没什么优势了。这也就不免让人担心，Model Y L的6座布局到底够不够用？</p><p><strong>实用和溜背，真不能兼得</strong></p><p>接下来到Model  Y L的车内来看看，整个中控也基本延续了Model Y的极简风格。不过此次Model Y  L对中控屏进行了升级，从原先的15.4英寸提升至16英寸，同时分辨率提高了约30%，车机系统依旧采用<a href=\"https://laohu8.com/S/AMD\">AMD</a>  Ryzen处理器。并且，前排无线充电面板最高可支持同时50W + 30W无线快充，还终于配备了风冷散热。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member11445/202508/wx_article__bdd1a886e028f8da8ce76d7cd24b9d61.jpg\"/><p>此外，Model  Y  L还增加了车内扬声器的数量，从长续航全轮驱动版的16个扬声器提升至19个扬声器，其中包含1个低音炮，新增了扶手箱中置扬声器和两个顶部扬声器。第二排依旧配备8英寸的屏幕，和现款车型保持相同，尽管尺寸不算大，但也能用于看电影等。二排、三排的每个座位都设有充电口，便于为设备充电。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103113457d152s1wo09sn9a1\"/><p>不过跟理想i8、乐道L90相比，Model Y L依旧没太多优势。毕竟这个价位的中国新势力，基本都配齐了冰箱彩电，屏幕数量、尺寸都更有优势。但<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也从来不是靠配置取胜的，以前很多车的配置都比Model Y高，最后也没见有谁卖过了Model Y。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103113860d152a93girwmqfj\"/><p>再来聊聊座椅空间，Model  Y  L车内设置了6个座椅，采用2+2+2的布局，同时还对座椅进行了全新升级。前排座椅采用了全新造型，更具动感，同时新增了可调节的头枕和腿托，具备加热与通风功能。二排配备两个独立座椅，可进行电动调节，还有电动升降扶手，最大能躺倒至125度，可通过按键和屏幕操控。三排座椅能对靠背角度进行电动调节，也具备加热功能，二三排座椅均可电动折叠，以拓展储物空间，第三排还设有儿童安全座椅卡口。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103114763d1523srtknpkgp0\"/><p>至于空间表现，官方称，第三排的设计目标是让身高187cm的大个子也能舒适乘坐。Model Y L优化后的车顶结构，释放出更多头部空间。在车宽不变的情况下，特斯拉将车辆后方的横向空间拓宽了20mm，为第三排营造了充足的横向空间。</p><p>不过毕竟在尺寸上不占优势，和理想i8以及没有“溜顶”的乐道L90相比，第三排的体验可能并没有那么好，这点建议大家亲自去体验一下再做选择。</p><p>那么，Model Y L最大的优势在哪呢？接着往下看！</p><p><strong>驾控与电耗，依旧是优势</strong></p><p>动力上，Model  Y L搭载了更大的电池组，从78.4kWh提高到82kWh，续航里程达751km，和Model  Y长续航全轮驱动版基本相同。新车依旧采用前交流感应异步电机、后永磁同步电机，前后电机功率较Model  Y有小幅度提升，前电机功率142kW，后电机功率198kW，总功率340kW。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103122143d152eb44sm387u4\"/><p>与理想i8和乐道L90相比，Model  Y L的整体动力尺寸也不占优势。但由于Model Y  L的整备质量只有2088kg，所以0-100km/h加速依旧能达到4.5秒。另外电耗也是特斯拉的优势，Model Y  L电耗为12.8kWh/100km，相比理想i8的14.8kWh/100km、乐道L90的15.4kWh/100km有着明显的优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250820103122635d152rawk6c8t41h\"/><p>底盘方面，Model Y L仍旧采用前双叉臂式、后多连杆式悬架，同时相比Model Y还增加了CDC连续可变阻尼减振器，这是之前Model Y所没有的。所以Model Y L的驾控体验，是值得期待一下的。</p><p><strong>结语</strong></p><p>Model  Y L与理想i8、乐道L90相比，虽然在尺寸、配置上并没有什么明显优势，但延续下来的“传统优势”倒也成了独特的竞争点。说实话Model Y  L不是那种标准的家用六座纯电SUV，更多的还是给大家提供一个具备驾控体验，再多去侧重一点多人出行场景的车型。在原有的基础上，扩展了使用场景之后，Model  Y L的销量注定不会差。</p><p>原文标题 : 低调上市的Model Y L，注定闷声发大财？</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>低调上市的Model Y L，注定闷声发大财？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n低调上市的Model Y L，注定闷声发大财？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-20 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082010312694eea1b8&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不发请柬不开发布会，Model Y L用一条微博开启新战局？跟当年的Model Y一样，不少人期待的Model Y L又是悄无声息地用一条微博、一则新闻，就完成了上市。朋友圈里的工作人员还在说，“建议大家别开车来看Model Y L了，停不下了”。说实话跟最近这段时间发布的一众产品相比，Model  Y  L显得格外低调。没有充满争议的发布会也没有各种流量营销。从预告到上市，短短几条微博就成了一款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082010312694eea1b8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082010312694eea1b8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2560128671","content_text":"不发请柬不开发布会，Model Y L用一条微博开启新战局？跟当年的Model Y一样，不少人期待的Model Y L又是悄无声息地用一条微博、一则新闻，就完成了上市。朋友圈里的工作人员还在说，“建议大家别开车来看Model Y L了，停不下了”。说实话跟最近这段时间发布的一众产品相比，Model  Y  L显得格外低调。没有充满争议的发布会也没有各种流量营销。从预告到上市，短短几条微博就成了一款新上市的热门产品。33.9万元起的价格，直接和理想i8、乐道L90产生了直接竞争，那么问题来了，Model  Y L能打吗？尺寸提升明显，但并不占优其实如果不把Model  Y L和Model Y放在一起，可能很多人是分不清谁是谁的。不论是车头车尾的灯组布局还是包围造型，Model Y L都跟Model  Y保持了一致。不过侧面与车尾的差异就十分明显了，Model Y L明显变高了，中央的车厢是被拉长的，Model  Y的车型弧线在经过B柱后便明显下溜，而Model Y  L的车顶弧线延伸到更远处才下溜，所以，后排的车窗视野变得更佳，同时能看到后部的三角窗尺寸变得更大。  另外，车尾还加装了后扰流板。有意思的是，尺寸更大的Model Y L风阻系数居然比Model Y还低了一些。从外观来看，Model Y L基本就是加长拉高版的Model Y。其实理想i8的设计也是这个思路，只不过理想i8的设计是从MEGA那儿转换过来的，要说SUV，可能还是Model Y L更像一点。从车身尺寸来看，Model Y L的长宽高分别为4976/1920/1668mm，轴距为3040mm，对比Model Y车长增加179mm，宽度不变，高度增加44mm，轴距增加150mm，总体上会提升车内的乘员空间。不过和理想i8、乐道L90相比，Model Y L就没什么优势了。长宽高、轴距最大的是乐道L90，理想i8其次，Model Y L的车身尺寸属于被全方位包围了。跟Model Y比，Model Y L是大了不少，但放在市场上横向对比，Model Y L就没什么优势了。这也就不免让人担心，Model Y L的6座布局到底够不够用？实用和溜背，真不能兼得接下来到Model  Y L的车内来看看，整个中控也基本延续了Model Y的极简风格。不过此次Model Y  L对中控屏进行了升级，从原先的15.4英寸提升至16英寸，同时分辨率提高了约30%，车机系统依旧采用AMD  Ryzen处理器。并且，前排无线充电面板最高可支持同时50W + 30W无线快充，还终于配备了风冷散热。此外，Model  Y  L还增加了车内扬声器的数量，从长续航全轮驱动版的16个扬声器提升至19个扬声器，其中包含1个低音炮，新增了扶手箱中置扬声器和两个顶部扬声器。第二排依旧配备8英寸的屏幕，和现款车型保持相同，尽管尺寸不算大，但也能用于看电影等。二排、三排的每个座位都设有充电口，便于为设备充电。不过跟理想i8、乐道L90相比，Model Y L依旧没太多优势。毕竟这个价位的中国新势力，基本都配齐了冰箱彩电，屏幕数量、尺寸都更有优势。但特斯拉也从来不是靠配置取胜的，以前很多车的配置都比Model Y高，最后也没见有谁卖过了Model Y。再来聊聊座椅空间，Model  Y  L车内设置了6个座椅，采用2+2+2的布局，同时还对座椅进行了全新升级。前排座椅采用了全新造型，更具动感，同时新增了可调节的头枕和腿托，具备加热与通风功能。二排配备两个独立座椅，可进行电动调节，还有电动升降扶手，最大能躺倒至125度，可通过按键和屏幕操控。三排座椅能对靠背角度进行电动调节，也具备加热功能，二三排座椅均可电动折叠，以拓展储物空间，第三排还设有儿童安全座椅卡口。至于空间表现，官方称，第三排的设计目标是让身高187cm的大个子也能舒适乘坐。Model Y L优化后的车顶结构，释放出更多头部空间。在车宽不变的情况下，特斯拉将车辆后方的横向空间拓宽了20mm，为第三排营造了充足的横向空间。不过毕竟在尺寸上不占优势，和理想i8以及没有“溜顶”的乐道L90相比，第三排的体验可能并没有那么好，这点建议大家亲自去体验一下再做选择。那么，Model Y L最大的优势在哪呢？接着往下看！驾控与电耗，依旧是优势动力上，Model  Y L搭载了更大的电池组，从78.4kWh提高到82kWh，续航里程达751km，和Model  Y长续航全轮驱动版基本相同。新车依旧采用前交流感应异步电机、后永磁同步电机，前后电机功率较Model  Y有小幅度提升，前电机功率142kW，后电机功率198kW，总功率340kW。与理想i8和乐道L90相比，Model  Y L的整体动力尺寸也不占优势。但由于Model Y  L的整备质量只有2088kg，所以0-100km/h加速依旧能达到4.5秒。另外电耗也是特斯拉的优势，Model Y  L电耗为12.8kWh/100km，相比理想i8的14.8kWh/100km、乐道L90的15.4kWh/100km有着明显的优势。底盘方面，Model Y L仍旧采用前双叉臂式、后多连杆式悬架，同时相比Model Y还增加了CDC连续可变阻尼减振器，这是之前Model Y所没有的。所以Model Y L的驾控体验，是值得期待一下的。结语Model  Y L与理想i8、乐道L90相比，虽然在尺寸、配置上并没有什么明显优势，但延续下来的“传统优势”倒也成了独特的竞争点。说实话Model Y  L不是那种标准的家用六座纯电SUV，更多的还是给大家提供一个具备驾控体验，再多去侧重一点多人出行场景的车型。在原有的基础上，扩展了使用场景之后，Model  Y L的销量注定不会差。原文标题 : 低调上市的Model Y L，注定闷声发大财？","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457236857786568,"gmtCreate":1752667516743,"gmtModify":1752667520946,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 新车型，大6座！666","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 新车型，大6座！666","text":"$特斯拉(TSLA)$ 新车型，大6座！666","images":[{"img":"https://static.tigerbbs.com/dd0b9ae41c686c731f850aed24be1a7c","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457236857786568","isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":446707331383736,"gmtCreate":1750080377651,"gmtModify":1750080378368,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446707331383736","repostId":"2543675782","repostType":2,"repost":{"id":"2543675782","kind":"news","pubTimestamp":1750067700,"share":"https://www.laohu8.com/m/news/2543675782?lang=zh_CN&edition=full","pubTime":"2025-06-16 17:55","market":"fut","language":"zh","title":"特斯拉迎重大利好：美国将简化无人驾驶汽车安全豁免流程","url":"https://stock-news.laohu8.com/highlight/detail?id=2543675782","media":"观察者网","summary":"6月13日，美国国家公路交通安全管理局在其网站上宣布，将“简化”无人驾驶汽车的安全豁免流程。根据联邦现行法规要求，汽车制造商要在道路上部署没有方向盘或刹车踏板的无人驾驶汽车，必须申请联邦安全标准豁免。而安全豁免流程的处理时间通常可能长达数年。特斯拉原计划于本月下旬在美国得克萨斯州奥斯汀启动其Robotaxi业务，运营车型为由远程操作员监控的ModelY。而特朗普过渡团队成员也曾计划推动无人驾驶汽车的监管优化列为优先事项。","content":"<html><body><div>\n<p cms-style=\"font-L\">【文/观察者网 潘昱辰 编辑/高莘】据彭博社报道，美国特朗普政府正在采取措施，使汽车制造商更容易部署自动驾驶汽车，从而利好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及其竞争对手在美国道路上推出无人驾驶出租车（Robotaxi）。 </p><p cms-style=\"font-L\">6月13日，美国国家公路交通安全管理局（NHTSA）在其网站上宣布，将“简化”无人驾驶汽车的安全豁免流程。 </p><p cms-style=\"font-L\">在此消息发布后，特斯拉盘中股价一度上涨逾4%，截至6月13日美股收盘，特斯拉股价涨1.94%，报收325.31美元。 </p><p cms-style=\"font-L\">根据联邦现行法规要求，汽车制造商要在道路上部署没有方向盘或刹车踏板的无人驾驶汽车，必须申请联邦安全<a href=\"https://laohu8.com/S/600302\">标准</a>豁免。根据安全豁免要求，这些车辆必须配备人工驾驶控制装置。而安全豁免流程的处理时间通常可能长达数年。 </p><div><img src=\"http://n.sinaimg.cn/sinakd20250616s/200/w640h360/20250616/c99d-e59cb84ac9cfb31d489658b8ea5a2793.jpg\"/><span></span></div><p cms-style=\"font-L\">特斯拉Cyercab 特斯拉 </p><p cms-style=\"font-L\">NHTSA首席法律顾问彼得·西姆绍瑟(Peter Simshauser)表示，随着流程的变更，NHTSA将能在几个月内对大多数豁免申请作出决定，而非数年。 </p><p cms-style=\"font-L\">马斯克此前曾表示，Robotaxi技术对公司的<a href=\"https://laohu8.com/S/600532\">未来</a>至关重要。而安全标准豁免曾一度是特斯拉部署其Robotaxi车型Cybercab所面临的最大监管障碍之一。特斯拉原计划于本月下旬在美国得克萨斯州奥斯汀启动其Robotaxi业务，运营车型为由<a href=\"https://laohu8.com/S/002692\">远程</a>操作员监控的ModelY。特斯拉还计划在2026年大规模量产Cybercab后，将后者加入Robotaxi车队。 </p><p cms-style=\"font-L\">马斯克一度是特朗普的亲密政治盟友。在去年特朗普竞选期间，马斯克曾为其捐赠超过2.5亿美元。在特朗普当选前后，他还一直呼吁美国建立一套联邦级的自动驾驶汽车审批流程，而非此前由不同州采取不同的法规和审批流程。而特朗普过渡团队成员也曾计划推动无人驾驶汽车的监管优化列为优先事项。 </p><p cms-style=\"font-L\">不过在今年5月末，马斯克与特朗普的关系突然恶化，马斯克不仅公开批评特朗普政府的一系列政策，更称特朗普应该被弹劾。特朗普则称他与马斯克的关系已经“结束”，更威胁称马斯克如果改投民主党，将承担严重后果。 </p><p cms-style=\"font-L\">但很快，两人似乎又达成和解。6月6日，特朗普称希望马斯克一切都好；马斯克则在社交网络上留言称“一样”。不过在此之后，外界也怀疑两人的关系是否会恢复到竞选时期那样紧密。 </p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">本文系观察者网独家稿件，未经授权，不得转载。</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉迎重大利好：美国将简化无人驾驶汽车安全豁免流程</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特斯拉迎重大利好：美国将简化无人驾驶汽车安全豁免流程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-16 17:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-06-16/doc-infahksa3047441.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【文/观察者网 潘昱辰 编辑/高莘】据彭博社报道，美国特朗普政府正在采取措施，使汽车制造商更容易部署自动驾驶汽车，从而利好特斯拉及其竞争对手在美国道路上推出无人驾驶出租车（Robotaxi）。 6月13日，美国国家公路交通安全管理局（NHTSA）在其网站上宣布，将“简化”无人驾驶汽车的安全豁免流程。 在此消息发布后，特斯拉盘中股价一度上涨逾4%，截至6月13日美股收盘，特斯拉股价涨1.94%，报收...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-06-16/doc-infahksa3047441.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","TSLL":"2倍做多TSLA ETF-Direxion","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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Acc","BK4592":"伊斯兰概念"},"source_url":"https://finance.sina.com.cn/roll/2025-06-16/doc-infahksa3047441.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2543675782","content_text":"【文/观察者网 潘昱辰 编辑/高莘】据彭博社报道，美国特朗普政府正在采取措施，使汽车制造商更容易部署自动驾驶汽车，从而利好特斯拉及其竞争对手在美国道路上推出无人驾驶出租车（Robotaxi）。 6月13日，美国国家公路交通安全管理局（NHTSA）在其网站上宣布，将“简化”无人驾驶汽车的安全豁免流程。 在此消息发布后，特斯拉盘中股价一度上涨逾4%，截至6月13日美股收盘，特斯拉股价涨1.94%，报收325.31美元。 根据联邦现行法规要求，汽车制造商要在道路上部署没有方向盘或刹车踏板的无人驾驶汽车，必须申请联邦安全标准豁免。根据安全豁免要求，这些车辆必须配备人工驾驶控制装置。而安全豁免流程的处理时间通常可能长达数年。 特斯拉Cyercab 特斯拉 NHTSA首席法律顾问彼得·西姆绍瑟(Peter Simshauser)表示，随着流程的变更，NHTSA将能在几个月内对大多数豁免申请作出决定，而非数年。 马斯克此前曾表示，Robotaxi技术对公司的未来至关重要。而安全标准豁免曾一度是特斯拉部署其Robotaxi车型Cybercab所面临的最大监管障碍之一。特斯拉原计划于本月下旬在美国得克萨斯州奥斯汀启动其Robotaxi业务，运营车型为由远程操作员监控的ModelY。特斯拉还计划在2026年大规模量产Cybercab后，将后者加入Robotaxi车队。 马斯克一度是特朗普的亲密政治盟友。在去年特朗普竞选期间，马斯克曾为其捐赠超过2.5亿美元。在特朗普当选前后，他还一直呼吁美国建立一套联邦级的自动驾驶汽车审批流程，而非此前由不同州采取不同的法规和审批流程。而特朗普过渡团队成员也曾计划推动无人驾驶汽车的监管优化列为优先事项。 不过在今年5月末，马斯克与特朗普的关系突然恶化，马斯克不仅公开批评特朗普政府的一系列政策，更称特朗普应该被弹劾。特朗普则称他与马斯克的关系已经“结束”，更威胁称马斯克如果改投民主党，将承担严重后果。 但很快，两人似乎又达成和解。6月6日，特朗普称希望马斯克一切都好；马斯克则在社交网络上留言称“一样”。不过在此之后，外界也怀疑两人的关系是否会恢复到竞选时期那样紧密。 本文系观察者网独家稿件，未经授权，不得转载。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442054976348160,"gmtCreate":1748945852767,"gmtModify":1748945854154,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442054976348160","repostId":"1183710189","repostType":4,"repost":{"id":"1183710189","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748943436,"share":"https://www.laohu8.com/m/news/1183710189?lang=zh_CN&edition=full","pubTime":"2025-06-03 17:37","market":"us","language":"zh","title":"2025新能源汽车下乡车型目录发布，Model 3、Model Y在列","url":"https://stock-news.laohu8.com/highlight/detail?id=1183710189","media":"老虎资讯综合","summary":"特斯拉Model 3、Model Y车型在列。","content":"<html><head></head><body>工信部等五部门发布2025年新能源汽车下乡车型目录，特斯拉Model 3、Model Y车型在列。</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>2025新能源汽车下乡车型目录发布，Model 3、Model Y在列</title>\n<style 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买车就买自己喜欢的🥰","images":[{"img":"https://static.tigerbbs.com/a1ab97b23ca0375d76c9aa220b012580","width":"1162","height":"1793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409944258212424","isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407091729072496,"gmtCreate":1740406024888,"gmtModify":1740406026800,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 【特斯拉据悉已准备在华更新软件部署FSD功能 将在不同车型分批推出】财联社2月24日电，知情人士透露，特斯拉公司正在为中国客户准备软件更新，以提供类似于美国市场上“完全自动驾驶”（FSD）的驾驶辅助功能。知情人士说，计划在未来一段时间进行的更新将允许特斯拉车主在城市道路上使用驾驶辅助功能。特斯拉计划告诉客户，该系统将引导车辆驶入出口匝道和十字路口，并能识别交通信号、转弯、处理车道和车速变化。这些功能将部署给已为特斯拉所称的FSD支付64,000元（8800美元）的客户。知情人士说，该功能将在部分车型上推出，并逐步扩大。 (彭博)","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 【特斯拉据悉已准备在华更新软件部署FSD功能 将在不同车型分批推出】财联社2月24日电，知情人士透露，特斯拉公司正在为中国客户准备软件更新，以提供类似于美国市场上“完全自动驾驶”（FSD）的驾驶辅助功能。知情人士说，计划在未来一段时间进行的更新将允许特斯拉车主在城市道路上使用驾驶辅助功能。特斯拉计划告诉客户，该系统将引导车辆驶入出口匝道和十字路口，并能识别交通信号、转弯、处理车道和车速变化。这些功能将部署给已为特斯拉所称的FSD支付64,000元（8800美元）的客户。知情人士说，该功能将在部分车型上推出，并逐步扩大。 (彭博)","text":"$特斯拉(TSLA)$ 【特斯拉据悉已准备在华更新软件部署FSD功能 将在不同车型分批推出】财联社2月24日电，知情人士透露，特斯拉公司正在为中国客户准备软件更新，以提供类似于美国市场上“完全自动驾驶”（FSD）的驾驶辅助功能。知情人士说，计划在未来一段时间进行的更新将允许特斯拉车主在城市道路上使用驾驶辅助功能。特斯拉计划告诉客户，该系统将引导车辆驶入出口匝道和十字路口，并能识别交通信号、转弯、处理车道和车速变化。这些功能将部署给已为特斯拉所称的FSD支付64,000元（8800美元）的客户。知情人士说，该功能将在部分车型上推出，并逐步扩大。 (彭博)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407091729072496","isVote":1,"tweetType":1,"viewCount":3933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402157672145344,"gmtCreate":1739201831832,"gmtModify":1739201833796,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"没错，和汽车一样，上海建厂后，股价才涨","listText":"没错，和汽车一样，上海建厂后，股价才涨","text":"没错，和汽车一样，上海建厂后，股价才涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402157672145344","repostId":"2510003013","repostType":2,"repost":{"id":"2510003013","kind":"news","pubTimestamp":1739155926,"share":"https://www.laohu8.com/m/news/2510003013?lang=zh_CN&edition=full","pubTime":"2025-02-10 10:52","market":"us","language":"zh","title":"特斯拉，正在汽车之外的市场掀起一场“血战”","url":"https://stock-news.laohu8.com/highlight/detail?id=2510003013","media":"储能严究院","summary":"特斯拉的焦虑，能否被快速上量的产能治愈？","content":"<p><strong>连续三年被中国对手力压一头，马斯克想必不甘心，势必要借助中国工厂产能爬坡翻盘。</strong></p><p>文 / 赛文 </p><p>来源 /储能严究院</p><p>最近，储能圈最大的地震，莫过于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂将于2月11日举行投产仪式的消息。</p><p>据悉，这是特斯拉在海外部署的首个超级储能工厂，将在今年第一季度投产，年产能可达惊人的40GWh，年产储能电池Megapack达1万台。若加上美国内华达超级工厂的产能，特斯拉储能全球产能将达到79GWh。</p><p>特斯拉不只是公众所熟知的电动汽车霸主，更是一家储能隐形巨无霸。其储能业务营收、毛利率等指标已遥遥领先电动汽车板块，成为更具战略价值的利润增长引擎。</p><p>可以肯定的是，特斯拉将是储能市场的最大一条“鲶鱼”，成为搅动国内储能市场的最大变数。而对国内厂商来说，这次“狼”是真的来了。</p><p><strong>事实上，特斯拉已经吹响了大储价格战的号角。</strong></p><p>今年年初，特斯拉官网显示一套2小时Megapack价格为102.86万美元（不含税与安装成本），批量销售单价为93.98万美元，单价低至342.87美元/kWh（2.23 元/Wh），313.27美元/kWh（2.04元/Wh），交付期排到了2024年第四季度。</p><p>上述价格已经来到了历史谷底，相较2023年腰斩不止。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dea266105c6b18abbb808f8e6aeca69b\" alt=\"数据来源，特斯拉，2025年不含安装费+税；制图：储能严究院。\" title=\"数据来源，特斯拉，2025年不含安装费+税；制图：储能严究院。\" tg-width=\"1080\" tg-height=\"770\"><span>数据来源，特斯拉，2025年不含安装费+税；制图：储能严究院。</span></p><p>值得注意的是，特斯拉上海工厂将在2025年一季度投产，尽管外界盛赞其7个月的建设周期再次刷新特斯拉纪录，但实际上，相比原计划2023年三季度开工、2024年第二季度投产，进度仍然落后了三个季度。</p><p>不要小看这三个季度，特斯拉已经等不起，其海外市场份额正逐渐被中国企业出海兵团蚕食。</p><p>2024年中国储能企业签约海外储能大单规模超150GWh，10亿级以上订单层出不穷。中国企业正在成为全球市场的一支劲旅。</p><p>特斯拉的焦虑，能否被快速上量的产能治愈？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5d03bb36a8a4368a6683fc3b68e751\" tg-width=\"1080\" tg-height=\"585\"></p><p><strong>01垂涎中国市场</strong></p><p>业内人士分析指出，中国虽然是全球最大的大型储能市场，但价格已经卷成了红海。</p><p>储能全行业大面积无底线亏损竞价，就连头部企业如华为、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>都选择战略性收缩、转向海外，更何况是定价高端的特斯拉。</p><p>彭博新能源财经预测，2024年全球储能新增装机容量为69GW/169GWh，同比增长76%。同年<a href=\"https://laohu8.com/S/02380\">中国电力</a>储能累计装机首超百吉瓦，新增投运43.7GW/109.8GWh，同比增长103%/136%，<strong>在全球占比65%</strong>，相比2023年的50%进一步提高。</p><p>在行业高景气增长的预期下，特斯拉储能业务2030年装机目标直指1500GWh。若要实现这一目标，特斯拉显然不能忽视中国这个全球最大储能市场的存在。</p><p>但这也是全球竞争最为狂热的领土，国内储能市场已是狼烟四起，储能系统报价持续下降，进入0.5元/Wh时代。</p><p>而特斯拉Megapack均价为2元/Wh以上，并不具备竞争优势。</p><p>不过，特斯拉的确也对中国市场“垂涎三尺”。</p><p>2024年年中，特斯拉曾为中国储能业务部门大举招兵买马，开出百万年薪的顶级薪资，“急聘”Megapack储能业务部的业务拓展经理、项目经理、项目工程师等职位。</p><p>这些岗位均要求5-10年经验，特斯拉首次对外明确释放信号：“决心<strong>战略聚焦中国市场</strong>。我们需要经验丰富的销售专业人士，推动<strong>公用储能市场业务</strong>（即大型储能）的增长”，进军中国大储招投标、工程承包市场的野心已经藏不住了。</p><p>据业内人士称，2024年，特斯拉还曾试图切入国内大储投资，倾向于在广东地区优先布局，不过最终没有落地。</p><p>这背后的原因并不深奥：特斯拉储能系统造价是国内的4倍左右，回报周期甚至长达15年，对业主的吸引力无法与中国同行相抗衡。</p><p>因此，目前特斯拉Megapack尚未进入中国储能市场终端应用场景，大部分部署在美国、日本、澳大利亚、新西兰等海外市场。</p><p><strong>02稳住海外大本营</strong></p><p>既然无法染指中国储能市场这片“火海”，那么守住并扩大海外市场或将被马斯克提上头号日程。</p><p>特斯拉储能业绩的主要贡献来自美国，这里是储能玩家争相登陆的“绿洲”，作为全球第二大储能市场，具备高毛利、高增长的特质。</p><p>而<strong>特斯拉已经牢牢盘踞北美储能市场。</strong>据Wood Mackenzie报告，在北美，特斯拉储能市场份额高达40%，排名第一。但阳光电源也成功跻身第二，市占率18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d850f94fcf41376dfcce3b0bbfaaffcc\" tg-width=\"1080\" tg-height=\"737\"></p><p>此外，在欧洲、澳大利亚等成熟市场，特斯拉也拥有领先地位，部署范围覆盖全球65个国家和地区。</p><p>特斯拉1月29日发布的业绩预告显示，特斯拉2024年储能业务激增，全年装机量预计超过30GWh，较2023年翻了一番。特斯拉首席财务官Vaibhav Taneja预计，2025年特斯拉储能装机量同比至少增长50%。</p><p>与此同时，2024年，特斯拉的电动汽车交付量下降了1%，而总汽车收入下降了6%。</p><p>特斯拉的储能业务始于2015年。2017年，特斯拉在南澳建成当时全球最大的129MWh储能项目，首次展示其在大型储能领域的潜力。</p><p>凭借多年深耕美国及欧洲等市场，特斯拉储能装机量从2019年的1.65GWh一路狂飙，迅速在全球市场中占据领先地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/761f91602b0db3f5241047963039bb8f\" tg-width=\"1080\" tg-height=\"598\"></p><p><strong>但如果以2021年为分界岭，可以发现特斯拉的储能霸主地盘不保，市占率出现了断崖式下跌。</strong></p><p>特斯拉的竞争对手，不止有Fluence、NextEra、Powin等劲敌，也有阳光电源、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、宁德时代等中国行业龙头。</p><p>2020年，特斯拉在全球储能市场份额一度占比超过30%。2021年以来，中国储能军团崛起，带来产能急剧膨胀，并外溢到海外市场，中国产品凭借高性价比、快速响应的服务能力迅速抢占市场，特斯拉一家独大的黄金时代似乎也迎来了终结。</p><p>但2022年特斯拉市占率缩水到14%，与Fluence并列第二，首次被阳光电源（16%）超越。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a752c0eaf0362effdd040bbecec32840\" tg-width=\"758\" tg-height=\"510\"></p><p>据<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>储能系统集成商报告，2023年-2024年连续两年，在全球累计装机量、累计订单量排行中，阳光电源均位列全球第一，特斯拉被拉下了“王座”。</p><p>阳光电源的夺冠，主要得益于其光伏逆变器的全球领先地位、技术厚积薄发与储能系统的协同效应。这正是特斯拉难以追赶的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8d38cea837a2a414bcb5df5cb4982e\" tg-width=\"944\" tg-height=\"604\"></p><p>2024年7月15日，阳光电源与沙特ALGIHAZ刚签完7.8GWh的合作协议，两天后特斯拉又与美国IntersectPower签订15.3GWh的大单，总价值超过30亿美元，轮番刷新全球最大订单纪录。最近，特斯拉又传出拿下日本最大工商业储能订单，为日本金融服务集团<a href=\"https://laohu8.com/S/IX\">欧力士</a>（ORIX）工厂提供548MWh的Megapack储能系统，试图以日本为跳板盘活东亚市场棋局。</p><p>连续三年被中国对手力压一头，马斯克想必不甘心，势必要借助中国工厂产能爬坡翻盘。</p><p>但特斯拉必须直面的是，愈演愈烈的价格战。</p><p>事实上，海外储能市场已滑入价格下降通道。2024年Q2，特斯拉均价0.36美元/Wh（2.59元/Wh），同比下降20%-30%，国内集成商基本为0.25美元/Wh（1.81元/Wh）。二者的差距逐步缩小。</p><p>在海外市场，特斯拉储能产品曾经可以卖到4元/Wh以上的高价，不过未来价格下行、盈利水平承压将成为大概率事件。值得注意的是，美国最新出台的关税政策也将推高采购成本，影响特斯拉的利润。</p><p>2024年5月拜登政府颁布的措施将使得非电动汽车用锂离子电池关税在2026年生效，从7.5%提升至25%。如今，刚刚上任的特朗普又加征一重10%的关税。</p><p>由于美国本土锂电池产能较为匮乏，特斯拉在所有业务中“非常依赖来自全球各地的零部件”，尤其是电芯供应高度依赖中国，2023年自宁德时代采购的份额约60%。</p><p>正如Taneja指出的那样，<strong>新关税将“对特斯拉的业务和盈利能力产生显著影响”。</strong></p>","source":"lsy1739184115360","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，正在汽车之外的市场掀起一场“血战”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉，正在汽车之外的市场掀起一场“血战”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 10:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250210105406987fd675&s=b><strong>储能严究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>连续三年被中国对手力压一头，马斯克想必不甘心，势必要借助中国工厂产能爬坡翻盘。文 / 赛文 来源 /储能严究院最近，储能圈最大的地震，莫过于特斯拉上海储能超级工厂将于2月11日举行投产仪式的消息。据悉，这是特斯拉在海外部署的首个超级储能工厂，将在今年第一季度投产，年产能可达惊人的40GWh，年产储能电池Megapack达1万台。若加上美国内华达超级工厂的产能，特斯拉储能全球产能将达到79GWh。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250210105406987fd675&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250210105406987fd675&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510003013","content_text":"连续三年被中国对手力压一头，马斯克想必不甘心，势必要借助中国工厂产能爬坡翻盘。文 / 赛文 来源 /储能严究院最近，储能圈最大的地震，莫过于特斯拉上海储能超级工厂将于2月11日举行投产仪式的消息。据悉，这是特斯拉在海外部署的首个超级储能工厂，将在今年第一季度投产，年产能可达惊人的40GWh，年产储能电池Megapack达1万台。若加上美国内华达超级工厂的产能，特斯拉储能全球产能将达到79GWh。特斯拉不只是公众所熟知的电动汽车霸主，更是一家储能隐形巨无霸。其储能业务营收、毛利率等指标已遥遥领先电动汽车板块，成为更具战略价值的利润增长引擎。可以肯定的是，特斯拉将是储能市场的最大一条“鲶鱼”，成为搅动国内储能市场的最大变数。而对国内厂商来说，这次“狼”是真的来了。事实上，特斯拉已经吹响了大储价格战的号角。今年年初，特斯拉官网显示一套2小时Megapack价格为102.86万美元（不含税与安装成本），批量销售单价为93.98万美元，单价低至342.87美元/kWh（2.23 元/Wh），313.27美元/kWh（2.04元/Wh），交付期排到了2024年第四季度。上述价格已经来到了历史谷底，相较2023年腰斩不止。数据来源，特斯拉，2025年不含安装费+税；制图：储能严究院。值得注意的是，特斯拉上海工厂将在2025年一季度投产，尽管外界盛赞其7个月的建设周期再次刷新特斯拉纪录，但实际上，相比原计划2023年三季度开工、2024年第二季度投产，进度仍然落后了三个季度。不要小看这三个季度，特斯拉已经等不起，其海外市场份额正逐渐被中国企业出海兵团蚕食。2024年中国储能企业签约海外储能大单规模超150GWh，10亿级以上订单层出不穷。中国企业正在成为全球市场的一支劲旅。特斯拉的焦虑，能否被快速上量的产能治愈？01垂涎中国市场业内人士分析指出，中国虽然是全球最大的大型储能市场，但价格已经卷成了红海。储能全行业大面积无底线亏损竞价，就连头部企业如华为、宁德时代、阳光电源都选择战略性收缩、转向海外，更何况是定价高端的特斯拉。彭博新能源财经预测，2024年全球储能新增装机容量为69GW/169GWh，同比增长76%。同年中国电力储能累计装机首超百吉瓦，新增投运43.7GW/109.8GWh，同比增长103%/136%，在全球占比65%，相比2023年的50%进一步提高。在行业高景气增长的预期下，特斯拉储能业务2030年装机目标直指1500GWh。若要实现这一目标，特斯拉显然不能忽视中国这个全球最大储能市场的存在。但这也是全球竞争最为狂热的领土，国内储能市场已是狼烟四起，储能系统报价持续下降，进入0.5元/Wh时代。而特斯拉Megapack均价为2元/Wh以上，并不具备竞争优势。不过，特斯拉的确也对中国市场“垂涎三尺”。2024年年中，特斯拉曾为中国储能业务部门大举招兵买马，开出百万年薪的顶级薪资，“急聘”Megapack储能业务部的业务拓展经理、项目经理、项目工程师等职位。这些岗位均要求5-10年经验，特斯拉首次对外明确释放信号：“决心战略聚焦中国市场。我们需要经验丰富的销售专业人士，推动公用储能市场业务（即大型储能）的增长”，进军中国大储招投标、工程承包市场的野心已经藏不住了。据业内人士称，2024年，特斯拉还曾试图切入国内大储投资，倾向于在广东地区优先布局，不过最终没有落地。这背后的原因并不深奥：特斯拉储能系统造价是国内的4倍左右，回报周期甚至长达15年，对业主的吸引力无法与中国同行相抗衡。因此，目前特斯拉Megapack尚未进入中国储能市场终端应用场景，大部分部署在美国、日本、澳大利亚、新西兰等海外市场。02稳住海外大本营既然无法染指中国储能市场这片“火海”，那么守住并扩大海外市场或将被马斯克提上头号日程。特斯拉储能业绩的主要贡献来自美国，这里是储能玩家争相登陆的“绿洲”，作为全球第二大储能市场，具备高毛利、高增长的特质。而特斯拉已经牢牢盘踞北美储能市场。据Wood Mackenzie报告，在北美，特斯拉储能市场份额高达40%，排名第一。但阳光电源也成功跻身第二，市占率18%。此外，在欧洲、澳大利亚等成熟市场，特斯拉也拥有领先地位，部署范围覆盖全球65个国家和地区。特斯拉1月29日发布的业绩预告显示，特斯拉2024年储能业务激增，全年装机量预计超过30GWh，较2023年翻了一番。特斯拉首席财务官Vaibhav Taneja预计，2025年特斯拉储能装机量同比至少增长50%。与此同时，2024年，特斯拉的电动汽车交付量下降了1%，而总汽车收入下降了6%。特斯拉的储能业务始于2015年。2017年，特斯拉在南澳建成当时全球最大的129MWh储能项目，首次展示其在大型储能领域的潜力。凭借多年深耕美国及欧洲等市场，特斯拉储能装机量从2019年的1.65GWh一路狂飙，迅速在全球市场中占据领先地位。但如果以2021年为分界岭，可以发现特斯拉的储能霸主地盘不保，市占率出现了断崖式下跌。特斯拉的竞争对手，不止有Fluence、NextEra、Powin等劲敌，也有阳光电源、比亚迪、宁德时代等中国行业龙头。2020年，特斯拉在全球储能市场份额一度占比超过30%。2021年以来，中国储能军团崛起，带来产能急剧膨胀，并外溢到海外市场，中国产品凭借高性价比、快速响应的服务能力迅速抢占市场，特斯拉一家独大的黄金时代似乎也迎来了终结。但2022年特斯拉市占率缩水到14%，与Fluence并列第二，首次被阳光电源（16%）超越。据标普全球储能系统集成商报告，2023年-2024年连续两年，在全球累计装机量、累计订单量排行中，阳光电源均位列全球第一，特斯拉被拉下了“王座”。阳光电源的夺冠，主要得益于其光伏逆变器的全球领先地位、技术厚积薄发与储能系统的协同效应。这正是特斯拉难以追赶的。2024年7月15日，阳光电源与沙特ALGIHAZ刚签完7.8GWh的合作协议，两天后特斯拉又与美国IntersectPower签订15.3GWh的大单，总价值超过30亿美元，轮番刷新全球最大订单纪录。最近，特斯拉又传出拿下日本最大工商业储能订单，为日本金融服务集团欧力士（ORIX）工厂提供548MWh的Megapack储能系统，试图以日本为跳板盘活东亚市场棋局。连续三年被中国对手力压一头，马斯克想必不甘心，势必要借助中国工厂产能爬坡翻盘。但特斯拉必须直面的是，愈演愈烈的价格战。事实上，海外储能市场已滑入价格下降通道。2024年Q2，特斯拉均价0.36美元/Wh（2.59元/Wh），同比下降20%-30%，国内集成商基本为0.25美元/Wh（1.81元/Wh）。二者的差距逐步缩小。在海外市场，特斯拉储能产品曾经可以卖到4元/Wh以上的高价，不过未来价格下行、盈利水平承压将成为大概率事件。值得注意的是，美国最新出台的关税政策也将推高采购成本，影响特斯拉的利润。2024年5月拜登政府颁布的措施将使得非电动汽车用锂离子电池关税在2026年生效，从7.5%提升至25%。如今，刚刚上任的特朗普又加征一重10%的关税。由于美国本土锂电池产能较为匮乏，特斯拉在所有业务中“非常依赖来自全球各地的零部件”，尤其是电芯供应高度依赖中国，2023年自宁德时代采购的份额约60%。正如Taneja指出的那样，新关税将“对特斯拉的业务和盈利能力产生显著影响”。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368439871123888,"gmtCreate":1730992623113,"gmtModify":1730992627168,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 怎么老虎没有股东大会投票的地址，？？富途都发邮件来了。。。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 怎么老虎没有股东大会投票的地址，？？富途都发邮件来了。。。","text":"$特斯拉(TSLA)$ 怎么老虎没有股东大会投票的地址，？？富途都发邮件来了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482464895926272","isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481218520130072,"gmtCreate":1758508901848,"gmtModify":1758508904077,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"htmlText":"能坐总统旁边[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","listText":"能坐总统旁边[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","text":"能坐总统旁边[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481218520130072","repostId":"1106824267","repostType":2,"repost":{"id":"1106824267","kind":"news","pubTimestamp":1758498238,"share":"https://www.laohu8.com/m/news/1106824267?lang=zh_CN&edition=full","pubTime":"2025-09-22 07:43","market":"us","language":"zh","title":"特朗普与马斯克和好了？“闹掰”后首次公开同框","url":"https://stock-news.laohu8.com/highlight/detail?id=1106824267","media":"新浪财经","summary":"当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。此次特朗普与他昔日的 “挚友” 在查理柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 月特朗普在马斯克结束其在政府效率部的公职时为其授予荣誉以来，两人首次公开同框。","content":"<html><head></head><body><p style=\"text-align: start;\">当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。特朗普身体前倾，向马斯克说着什么，两人均有手势动作，这位科技界亿万富豪则频频点头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a01ab32adc11da5961085483511525\" alt=\"左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。\" title=\"左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。\" tg-width=\"550\" tg-height=\"335\"/><span>左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73299ac9f9acb2e13485f4c2376b6d12\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"401\"/></p><p style=\"text-align: start;\">赫格塞斯的讲话结束后，马斯克便离开了座位，特朗普还友好的拍了拍马斯克。</p><p style=\"text-align: start;\">随后马斯克在社交媒体平台“X”上发布自己与美国总统特朗普同框交谈的图片，并表示：“为了查理”（For Charlie）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef9abf8c9a819a17b4d627c84e8e429e\" alt=\"\" title=\"\" tg-width=\"591\" tg-height=\"460\"/></p><p style=\"text-align: start;\">此次特朗普与他昔日的 “挚友” 在查理・柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 月特朗普在马斯克结束其在政府效率部的公职时为其授予荣誉以来，两人首次公开同框。</p><p style=\"text-align: start;\">此后，因在总统政策议程法案上存在分歧，且马斯克威胁要组建新政党，双方曾在社交媒体上发生高调争执。</p><p style=\"text-align: start;\">有消息人士透露，在马斯克与特朗普公开争执后，柯克在两人之间起到了一定的调解作用。他一直与马斯克保持联系，经常通过短信沟通，例如曾告知马斯克，其对政策法案的负面言论可能会损害特朗普的整体议程。该消息人士还表示，马斯克对柯克及其反馈持接纳态度。</p></body></html>","source":"XLCJ","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>特朗普与马斯克和好了？“闹掰”后首次公开同框</title>\n<style 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href=\"https://finance.sina.com.cn/world/2025-09-22/doc-infriefz3958490.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/world/2025-09-22/doc-infriefz3958490.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106824267","content_text":"当地时间21日，特朗普与马斯克共同出席悼念查理·柯克的活动，在国防部长赫格塞斯发表讲话期间，马斯克坐在了特朗普的邻座，双方进行了简短交流并握手，偶尔也会停下聆听讲话。特朗普身体前倾，向马斯克说着什么，两人均有手势动作，这位科技界亿万富豪则频频点头。左起分别为达纳・怀特、美国总统特朗普、埃隆・马斯克与众议院议长约翰逊，周日他们在亚利桑那州格伦代尔举行的查理・柯克追悼仪式上交谈。赫格塞斯的讲话结束后，马斯克便离开了座位，特朗普还友好的拍了拍马斯克。随后马斯克在社交媒体平台“X”上发布自己与美国总统特朗普同框交谈的图片，并表示：“为了查理”（For Charlie）。此次特朗普与他昔日的 “挚友” 在查理・柯克追悼仪式的总统专属包厢内重逢，似乎是自今年 5 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买车就买自己喜欢的🥰","images":[{"img":"https://static.tigerbbs.com/a1ab97b23ca0375d76c9aa220b012580","width":"1162","height":"1793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409944258212424","isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368439871123888,"gmtCreate":1730992623113,"gmtModify":1730992627168,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今晚破万亿市值！！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今晚破万亿市值！！！","text":"$特斯拉(TSLA)$ 今晚破万亿市值！！！","images":[{"img":"https://static.tigerbbs.com/96b386365984ad8ac1d021a3243e36a3","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368439871123888","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511629362385376,"gmtCreate":1765936475007,"gmtModify":1765936477335,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"title":"","htmlText":"木头姐前几天抛的，错过上涨[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"木头姐前几天抛的，错过上涨[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"木头姐前几天抛的，错过上涨[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511629362385376","repostId":"2591605056","repostType":2,"repost":{"id":"2591605056","kind":"news","pubTimestamp":1765867980,"share":"https://www.laohu8.com/m/news/2591605056?lang=zh_CN&edition=full","pubTime":"2025-12-16 14:53","market":"sh","language":"zh","title":"特斯拉股价创年内新高，木头姐抛售近6000万美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2591605056","media":"环球市场播报","summary":"特斯拉股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这表明投资者的关注点发生了转变。　　一些投资者还预测，特斯拉汽车业务的动力将减弱，预计2025年交付量将下降约7%，2026年的交付量将在持平至增长5%之间，远低于整体市场预期。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。</p><p>当天，凯茜·伍德的方舟投资管理公司通过旗下基金ARKK和ARKW总计出售了124867股特斯拉股票，价值约5935万美元。</p><p>此举正值特斯拉在自动驾驶领域不断发展之际，其CEO埃隆·马斯克证实了在奥斯汀测试无人驾驶机器人出租车的消息。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这表明投资者的关注点发生了转变。</p><p>巴克莱的一位分析师表示，特斯拉未来的估值似乎与电动汽车的交付数量关系不大，他认为第四季度的交付可能疲软，但这对特斯拉的股价可能无关紧要。这位分析师维持对特斯拉的“持股观望”评级，并将其目标价上调至350美元，指出特斯拉越来越像一家科技公司，而不是一家传统的汽车制造商。</p><p>这一观点与马斯克长期以来的立场一致，即特斯拉的长期价值将由技术驱动，尤其是全自动驾驶软件和“擎天柱”人形机器人。马斯克此前曾表示，特斯拉未来价值的80%可能来自擎天柱，而FSD也被认为是主要的增长动力。</p><p>一些投资者还预测，特斯拉汽车业务的动力将减弱，预计2025年交付量将下降约7%，2026年的交付量将在持平至增长5%之间，远低于整体市场预期。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股价创年内新高，木头姐抛售近6000万美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-16/doc-inhaysif1016678.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价周一上涨3.56%，至475.31美元，创年内新高，市值达1.58万亿美元。当天，凯茜·伍德的方舟投资管理公司通过旗下基金ARKK和ARKW总计出售了124867股特斯拉股票，价值约5935万美元。此举正值特斯拉在自动驾驶领域不断发展之际，其CEO埃隆·马斯克证实了在奥斯汀测试无人驾驶机器人出租车的消息。尽管特斯拉的电动汽车交付量创下了纪录，但分析师们质疑这些数字与特斯拉股价的相关性，这...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-16/doc-inhaysif1016678.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 新车型，大6座！666","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 新车型，大6座！666","text":"$特斯拉(TSLA)$ 新车型，大6座！666","images":[{"img":"https://static.tigerbbs.com/dd0b9ae41c686c731f850aed24be1a7c","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457236857786568","isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":526333277749824,"gmtCreate":1769527118469,"gmtModify":1769527120466,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 更新了一下老虎，K线图，终于正常了！！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 更新了一下老虎，K线图，终于正常了！！！","text":"$特斯拉(TSLA)$ 更新了一下老虎，K线图，终于正常了！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526333277749824","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516525089394712,"gmtCreate":1767074602263,"gmtModify":1767074604609,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"title":"","htmlText":"新能源哪家一样，全年都下滑了","listText":"新能源哪家一样，全年都下滑了","text":"新能源哪家一样，全年都下滑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516525089394712","repostId":"2595359763","repostType":2,"repost":{"id":"2595359763","kind":"news","pubTimestamp":1767065357,"share":"https://www.laohu8.com/m/news/2595359763?lang=zh_CN&edition=full","pubTime":"2025-12-30 11:29","market":"us","language":"zh","title":"烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2595359763","media":"汽车之家资讯","summary":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。然而目前，特斯拉决定将这份数据公布。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112919238d206qmkw3t61src\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112920164d206hhfpfkl3b7i\"/><p>这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。</p><img src=\"http://car2.autoimg.cn/cardfs/product/g33/M03/97/B4/620x0_1_autohomecar__ChxpVmlR6tqAECkoACEjYqQpW_A289.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112942354d2064qdu4bft3g7\"/><p>若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 姚宇）</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>烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) 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INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2595359763","content_text":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/汽车之家 姚宇）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497305842901320,"gmtCreate":1762435622763,"gmtModify":1762435625245,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"themes":[],"htmlText":"遥控器在别人那[开心]","listText":"遥控器在别人那[开心]","text":"遥控器在别人那[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497305842901320","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}