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荷马先生

荷马先生

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0勋章

11-07 07:12

ai厉害

@画饼仙人韭菜花:$特斯拉(TSLA)$ grok 你家主子知道你会这样子说嘛？[鬼脸]

10-30

螳臂挡车，不自量力

马斯克万亿薪酬方案遇阻！特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票

10-29

$特斯拉(TSLA)$ trump同意开放blackwell给中国，有利于特斯拉中国部署fsd了，特斯拉中国落地fsd预计26年

10-29

趋势拐点

@james duan:$特斯拉(TSLA)$ 兄弟们懂k线的说说是不是日线价格突破了

10-27

瑞士人口少，出租市场小，人们习惯于骑行

百度集团涨超6%！萝卜快跑近期落地瑞士，机构称核心估值逻辑转向AI加持

10-27

汽车业败将还有什么资格品头论足

Stellantis前CEO：马斯克或将退出汽车行业

10-21

次级贷

报道：英伟达(NVDA)讨论为OpenAI提供贷款担保

10-19

看好有什么依据

Gemini 的 IPO 表现平平，但华尔街依然看好这家加密公司

10-19

疯狂吹泡沫

美国银行上调AMD目标价并预计其有近30%的上涨空间

10-17

明显打脸的托

Oracle's Investor Day Bolstered Confidence in Company's Ability to Grow Revenue, Earnings, Oppenheimer Says

10-17

华尔街想制造恐慌而已

@三藏大法师:一笔6000万美元的贷款变成坏账了，居然引发了数千亿股票市值下跌。这算危机吗？能构成危险吗？没想到市场反应会这么大，希望大家理智持股，别急着割肉 $SP500指数主连 2512(ESmain)$ $NQ100指数主连 2512(NQmain)$ $道琼斯指数主连 2512(YMmain)$

10-17

辟谣了，还继续说事

消息称特斯拉已向国内一家厂商下达零部件大单将用于Optimus人形机器人

10-02

脑子有病，投资股东不希望股价和市值上涨，要么别有用心砸盘想低吸，要么猪

抱歉，原内容已删除

10-01

本周过500

09-26

炒作intel的资金在造谣放风，误导散户接盘

台积电重申：未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论

09-25

打不过就转移

特斯拉的范式转移：从电动汽车先锋到人工智能与储能帝国的雄心

09-25

美国厉害量化基金入驻割韭菜，赶紧跑路，惹不起镰刀就躲

抱歉，原内容已删除

09-23

财报都是阴棒大跌的

@27RR:$MU(MU)$ 各位系好安全带！今晚盘后发布财报

09-22

错了

@和着泪关灯吃面:$特斯拉(TSLA)$ 暂别了特斯拉，等下次市场情绪对你不这么高涨的时候咱们再见吧。

09-22

接管算法安全

@欲山行:$甲骨文(ORCL)$ 有没有懂得的大佬说下，orcl 有没可能有财力买的下 tiktok?

去老虎APP查看更多动态

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11:26","market":"hk","language":"zh","title":"马斯克万亿薪酬方案遇阻！特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票","url":"https://stock-news.laohu8.com/highlight/detail?id=2579165407","media":"智通财经","summary":"据收集的数据，加州公务员退休基金持有约 500 万股特斯拉股票。马斯克一直在推动薪酬方案的制定工作，以便在 11 月 6 日在奥斯汀举行的这家汽车制造商的年度股东大会上获得关键的股东投票通过。去年，加州公务员退休基金首席执行官Marcie Frost 表示，该养老金计划与马斯克提出的 560 亿美元薪酬方案相冲突。那项薪酬方案最终被特拉华州法院驳回，不过特斯拉正在对该裁决提起上诉。","content":"<html><body><p>智通财经APP获悉，美国最大的公共养老金计划——加州公务员退休基金(Calpers)——正计划对埃隆·马斯克与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)达成的 1 万亿美元的薪酬协议投反对票，使得这项美国企业中最高薪酬待遇的计划存在变数。据收集的数据，加州公务员退休基金持有约 500 万股特斯拉股票。</p><p>加州公务员退休基金的一位发言人通过电子邮件发表声明称：“特斯拉提出的首席执行官薪酬方案比同类公司首席执行官的薪酬方案要高出好几个数量级。而且这还会进一步将权力集中到单一股东手中。”</p><p>马斯克一直在推动薪酬方案的制定工作，以便在 11 月 6 日在奥斯汀举行的这家汽车制造商的年度股东大会上获得关键的股东投票通过。这位全球首富本月在公司的财报电话会议上力劝投资者支持该方案，并批评了那些反对该方案的股东咨询机构。</p><p>他所签署的 1 万亿美元的薪酬协议是一项为期 10 年的计划，根据该计划，马斯克需达成一定的业绩指标才能获得全额薪酬。此外，马斯克还能获得更多股票，从而使他能够拥有这家汽车制造商至少 25%的股份。</p><p>马斯克过去的薪酬方案也受到了一些质疑。去年，加州公务员退休基金首席执行官Marcie Frost 表示，该养老金计划与马斯克提出的 560 亿美元薪酬方案相冲突。该计划此前还反对了 2018 年的一项价值超过 500 亿美元的协议。那项薪酬方案最终被特拉华州法院驳回，不过特斯拉正在对该裁决提起上诉。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克万亿薪酬方案遇阻！特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克万亿薪酬方案遇阻！特斯拉(TSLA.US)大股东加州公务员退休基金计划投反对票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1362564.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国最大的公共养老金计划——加州公务员退休基金(Calpers)——正计划对埃隆·马斯克与特斯拉(TSLA.US)达成的 1 万亿美元的薪酬协议投反对票，使得这项美国企业中最高薪酬待遇的计划存在变数。据收集的数据，加州公务员退休基金持有约 500 万股特斯拉股票。加州公务员退休基金的一位发言人通过电子邮件发表声明称：“特斯拉提出的首席执行官薪酬方案比同类公司首席执行官的薪酬方案...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1362564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称，百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率，现价对应百度搜索业务价值仅不到1倍市盈率，对应约600亿元收入及100亿元利润。百度全域向AI转型，估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</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>百度集团涨超6%！萝卜快跑近期落地瑞士，机构称核心估值逻辑转向AI加持</title>\n<style 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href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨超6%！萝卜快跑近期落地瑞士，机构称核心估值逻辑转向AI加持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/493c771783d4893057bba47222f630e7\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>近期公布，萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士（PostBus）达成战略合作，将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划，萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试，并计划尽快实现常规化、完全无人驾驶运营。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称，百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率，现价对应百度搜索业务价值仅不到1倍市盈率，对应约600亿元收入及100亿元利润。百度全域向AI转型，估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"89888":"百度集团-SWR","BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189601788","content_text":"10月27日，百度集团-SW涨超6%！萝卜快跑近期落地瑞士，机构称核心估值逻辑转向AI加持。百度近期公布，萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士（PostBus）达成战略合作，将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划，萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试，并计划尽快实现常规化、完全无人驾驶运营。交银国际此前发布研报称，百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率，现价对应百度搜索业务价值仅不到1倍市盈率，对应约600亿元收入及100亿元利润。百度全域向AI转型，估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":1.5,"BIDU":1.5}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493716429259264,"gmtCreate":1761556949785,"gmtModify":1761556952045,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"汽车业败将还有什么资格品头论足","listText":"汽车业败将还有什么资格品头论足","text":"汽车业败将还有什么资格品头论足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493716429259264","repostId":"2578618940","repostType":2,"repost":{"id":"2578618940","kind":"news","pubTimestamp":1761552367,"share":"https://www.laohu8.com/m/news/2578618940?lang=&edition=full","pubTime":"2025-10-27 16:06","market":"us","language":"zh","title":"Stellantis前CEO：马斯克或将退出汽车行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2578618940","media":"盖世汽车","summary":"盖世汽车讯 据彭博社报道，Stellantis集团 的前首席执行官唐唯实称，美国电动汽车制造商特斯拉的CEO埃隆·马斯克犯了一个错误，即马斯克对特斯拉投入的时间过少。目前特斯拉估值过高，且正被中国头部电动汽车制造商“撼动地位”。马斯克；图片来源：特斯拉去年年底辞去Stellantis集团CEO职务的唐唯实向法国《回声报》表示，中国电动汽车制造商比亚迪比特斯拉更具效率优势和成本竞争力。针对上述报道，特斯拉和马斯克尚未对唐唯实的言论作出回应。","content":"<html><body><article><p>盖世汽车讯 据彭博社报道，Stellantis集团（旗下拥有标致、菲亚特和Jeep等品牌）的前首席执行官（CEO）唐唯实（Carlos Tavares）称，美国电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的CEO埃隆·马斯克（Elon Musk）犯了一个错误，即马斯克对特斯拉投入的时间过少。目前特斯拉估值过高，且正被中国头部电动汽车制造商“撼动地位”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027160609011d206g7ojshijqu0\"/><p>马斯克；图片来源：特斯拉</p><p>去年年底辞去Stellantis集团CEO职务的唐唯实向法国《回声报》（Les Echos）表示，中国电动汽车制造商<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>比特斯拉更具效率优势和成本竞争力。他还预测，马斯克会选择将重心转向其他领域。</p><p>唐唯实在为宣传其刚出版的自传而接受的采访中表示：“我们不能排除，未来某一时刻马斯克会决定退出汽车行业，重新聚焦人形机器人、太空探索技术公司（SpaceX）或人工智能领域。埃隆·马斯克恐将离开汽车行业。”</p><p>下个月，特斯拉将就是否通过一项史无前例的薪酬方案进行投票。在此之前，马斯克在特斯拉的参与度及其为该公司设定的发展方向，已成为投资者权衡争议的焦点之一。若特斯拉能达成特定的市值目标和运营里程碑，这位全球首富（马斯克）将获得价值约1万亿美元的股票奖励。</p><p>而现年67岁的唐唯实，则对这些目标能否实现持怀疑态度。唐唯实表示：“特斯拉的市值跌幅将十分巨大，因为其当前估值实在高得离谱。我不确定10年后特斯拉是否还会存在。特斯拉固然是一家富有创新力的企业，但最终会被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的效率所击败。”</p><p>针对上述报道，特斯拉和马斯克尚未对唐唯实的言论作出回应。</p><p>另外，值得注意的是，特斯拉日前公布，今年第三季度，根据美国通用会计准则（GAAP），其归属于普通股股东的<span>净利润</span>同比下滑37%至13.73亿美元。</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\" 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Musk）犯了一个错误，即马斯克对特斯拉投入的时间过少。目前特斯拉估值过高，且正被中国头部电动汽车制造商“撼动地位”。马斯克；图片来源：特斯拉去年年底辞去Stellantis集团CEO职务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102716061494df7eca&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4555":"新能源车","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLA":"特斯拉","01211":"比亚迪股份-一百","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","DXYZ":"Destiny Tech100 Inc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4516":"特朗普概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102716061494df7eca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2578618940","content_text":"盖世汽车讯 据彭博社报道，Stellantis集团（旗下拥有标致、菲亚特和Jeep等品牌）的前首席执行官（CEO）唐唯实（Carlos Tavares）称，美国电动汽车制造商特斯拉的CEO埃隆·马斯克（Elon Musk）犯了一个错误，即马斯克对特斯拉投入的时间过少。目前特斯拉估值过高，且正被中国头部电动汽车制造商“撼动地位”。马斯克；图片来源：特斯拉去年年底辞去Stellantis集团CEO职务的唐唯实向法国《回声报》（Les Echos）表示，中国电动汽车制造商比亚迪比特斯拉更具效率优势和成本竞争力。他还预测，马斯克会选择将重心转向其他领域。唐唯实在为宣传其刚出版的自传而接受的采访中表示：“我们不能排除，未来某一时刻马斯克会决定退出汽车行业，重新聚焦人形机器人、太空探索技术公司（SpaceX）或人工智能领域。埃隆·马斯克恐将离开汽车行业。”下个月，特斯拉将就是否通过一项史无前例的薪酬方案进行投票。在此之前，马斯克在特斯拉的参与度及其为该公司设定的发展方向，已成为投资者权衡争议的焦点之一。若特斯拉能达成特定的市值目标和运营里程碑，这位全球首富（马斯克）将获得价值约1万亿美元的股票奖励。而现年67岁的唐唯实，则对这些目标能否实现持怀疑态度。唐唯实表示：“特斯拉的市值跌幅将十分巨大，因为其当前估值实在高得离谱。我不确定10年后特斯拉是否还会存在。特斯拉固然是一家富有创新力的企业，但最终会被比亚迪的效率所击败。”针对上述报道，特斯拉和马斯克尚未对唐唯实的言论作出回应。另外，值得注意的是，特斯拉日前公布，今年第三季度，根据美国通用会计准则（GAAP），其归属于普通股股东的净利润同比下滑37%至13.73亿美元。","news_type":1,"symbols_score_info":{"01211":0.9,"DXYZ":1.5,"STLA":1.5,"TSLA":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491618413060392,"gmtCreate":1761044947800,"gmtModify":1761044949957,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"次级贷","listText":"次级贷","text":"次级贷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491618413060392","repostId":"2577823127","repostType":2,"repost":{"id":"2577823127","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1761039827,"share":"https://www.laohu8.com/m/news/2577823127?lang=&edition=full","pubTime":"2025-10-21 17:43","market":"nz","language":"zh","title":"报道：英伟达(NVDA)讨论为OpenAI提供贷款担保","url":"https://stock-news.laohu8.com/highlight/detail?id=2577823127","media":"金吾财讯","summary":"金吾财讯 | 据The Information，英伟达正在讨论为OpenAI建设自有数据中心的部分贷款提供担保。这意味着，如果OpenAI无法偿还债务，这家芯片巨头将面临数十亿美元的债务风险，双方的命运被前所未有地深度捆绑。","content":"<html><body><p>金吾财讯 | 据The Information，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正在讨论为OpenAI建设自有数据中心的部分贷款提供担保。这意味着，如果OpenAI无法偿还债务，这家芯片巨头将面临数十亿美元的债务风险，双方的命运被前所未有地深度捆绑。</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>报道：英伟达(NVDA)讨论为OpenAI提供贷款担保</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>正在讨论为OpenAI建设自有数据中心的部分贷款提供担保。这意味着，如果OpenAI无法偿还债务，这家芯片巨头将面临数十亿美元的债务风险，双方的命运被前所未有地深度捆绑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"SNVD.UK":"LS -1X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES 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ETP"},"source_url":"293621","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577823127","content_text":"金吾财讯 | 据The Information，英伟达正在讨论为OpenAI建设自有数据中心的部分贷款提供担保。这意味着，如果OpenAI无法偿还债务，这家芯片巨头将面临数十亿美元的债务风险，双方的命运被前所未有地深度捆绑。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490786664116256,"gmtCreate":1760848532450,"gmtModify":1760848534797,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"看好有什么依据","listText":"看好有什么依据","text":"看好有什么依据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490786664116256","repostId":"1109273267","repostType":2,"repost":{"id":"1109273267","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":1759880967,"share":"https://www.laohu8.com/m/news/1109273267?lang=&edition=full","pubTime":"2025-10-08 07:49","market":"hk","language":"zh","title":"Gemini 的 IPO 表现平平，但华尔街依然看好这家加密公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1109273267","media":"老虎资讯综合","summary":"尽管获得“买入”推荐，Gemini 当日股价仍下跌 4%。多数新的研究报告来自 Gemini 的 IPO 承销商，而承销商往往会对其参与发行的新股给出正面评价。不过，Gemini 仍有一些长期利好因素，可能使其成为加密领域的赢家之一。他表示，Gemini 在 7 月和 8 月新增近 4.5 万名信用卡用户，有望在今年将用户规模扩大三倍。托达罗指出，Gemini 还从过去的声誉打击中成功恢复。此后，Gemini 通过诉讼成功为投资者追回 超 20 亿美元，并自掏腰包支付了约 5,000 万美元。","content":"<html><head></head><body><p>Gemini Space Station（股票代码：<strong>GEMI</strong>）目前在加密货币领域中显得有些“异类”。</p><p>最近，<strong>IPO 市场火热异常</strong>，尤其是与加密货币相关的新股更是炙手可热。稳定币发行商 <strong>Circle Internet Group（CRCL）</strong> 以及加密交易所 <strong>Bullish（BLSH）</strong> 和 <strong>Galaxy Digital（GLXY）</strong> 的股价都大幅上涨，当然这也得益于 <strong>比特币价格飙升至历史高位</strong>。</p><p>但由双胞胎 <strong>卡梅隆（Cameron）与泰勒·文克莱沃斯（Tyler Winklevoss）</strong> 经营的 <strong>Gemini</strong> 表现却相对冷淡。</p><p>Gemini 上月以 <strong>每股 28 美元</strong> 的价格上市，首日一度飙升至 <strong>接近 46 美元</strong>，但随后股价一路回落，上周触及 <strong>22.25 美元</strong> 的 IPO 后低点，目前徘徊在 <strong>24 美元</strong> 上方。</p><p>不过，<strong>华尔街普遍预计 Gemini 的好日子还在后头。</strong></p><p>据 FactSet 数据显示，截至周二，至少 <strong>八位分析师</strong> 开始覆盖该股。其中 <strong>六位给予“买入”（Buy）评级</strong>，两位给予“持有”（Hold）评级。<strong>共识目标价为 31.50 美元</strong>，较当前股价高出约 <strong>30%</strong>。</p><p>尽管获得“买入”推荐，Gemini 当日股价仍下跌 <strong>4%</strong>。</p><p>多数新的研究报告来自 Gemini 的 IPO 承销商，而承销商往往会对其参与发行的新股给出正面评价。例如，<strong>Cantor Fitzgerald、瑞穗证券（Mizuho Securities）、Needham 与 Truist</strong> 均给出了“买入”评级。</p><p>不过，Gemini 仍有一些长期利好因素，可能使其成为加密领域的赢家之一。</p><p>其一是 <strong>纳斯达克（Nasdaq）的战略投资</strong>。其二是 Gemini 通过推出 <strong>加密奖励信用卡</strong> 成功与竞争对手区分开来，该卡提供 <strong>比特币（BTC）</strong>、<strong>瑞波币（XRP）</strong> 等多种数字货币奖励。</p><p><strong>Cantor Fitzgerald 分析师布雷特·诺布劳赫（Brett Knoblauch）</strong> 指出：“随着公司今年加大市场营销投入，其信用卡业务增长迅速。”</p><p>他表示，Gemini 在 <strong>7 月和 8 月新增近 4.5 万名信用卡用户</strong>，有望在今年将用户规模扩大三倍。</p><p>诺布劳赫补充说，这张信用卡对 Gemini 至关重要，因为“<strong>相当比例的信用卡用户最终会成为活跃交易者</strong>”。他给出了 <strong>37 美元的目标价</strong>，是华尔街第二高的目标。</p><p><strong>瑞穗证券分析师丹·多列夫（Dan Dolev）</strong> 也非常看好 Gemini 的信用卡业务，目标价为 <strong>30 美元</strong>。</p><p>他写道：“这张卡非常有吸引力——<strong>无年费、无余额要求、奖励代币可灵活调整</strong>。”</p><p><strong>Needham 分析师约翰·托达罗（John Todaro）</strong> 更为乐观，目标价高达 <strong>42 美元</strong>。</p><p>托达罗认为，公司在吸引新客户方面表现出色，并且，像其他加密公司一样，Gemini 将受益于华盛顿的 <strong>“亲加密政策环境”</strong>。</p><p>他写道：“我们相信，Gemini 能从近期监管变化中‘摘取一些低垂的果实’，并受益于其最新的市场营销投入。”</p><p><strong>总统唐纳德·特朗普及其子女均为加密投资者</strong>，而现任联邦监管机构也由 <strong>支持加密货币的官员</strong>（如美国证券交易委员会的保罗·阿特金斯）领导。</p><p>托达罗指出，Gemini 还从过去的声誉打击中成功恢复。</p><p>2022 年，在加密交易所 <strong>FTX 崩溃</strong> 引发的流动性危机中，Gemini 的合作伙伴 <strong>Genesis Capital</strong> 出现问题，导致部分客户资产被冻结。此后，Gemini 通过诉讼成功为投资者追回 <strong>超 20 亿美元</strong>，并自掏腰包支付了约 <strong>5,000 万美元</strong>。</p><p>如今，随着“客户信任逐步恢复”，Gemini 的 <strong>月度活跃交易用户再次实现稳健增长</strong>，他在报告中写道。</p><p><strong>Truist Securities 分析师马修·科德（Matthew Coad）</strong> 认为，Gemini 的上市后疲软反而可能是一个机会，他给出的目标价为 <strong>31 美元</strong>。</p><p>与此同时，其他大型加密券商如 <strong>Coinbase（COIN）</strong> 和 <strong>Robinhood（HOOD）</strong> 的表现异常亮眼。Coinbase 股价年内上涨逾 <strong>50%</strong>，Robinhood 更是 <strong>飙升近 300%</strong>，成为 <strong>标普 500 指数表现最好的股票</strong>。</p><p>科德写道：“<strong>对于那些觉得错过了 Coinbase 和 Robinhood 的投资者，我们建议不妨仔细研究一下 Gemini。</strong>”</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>Gemini 的 IPO 表现平平，但华尔街依然看好这家加密公司</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\">\nGemini 的 IPO 表现平平，但华尔街依然看好这家加密公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-08 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gemini Space Station（股票代码：<strong>GEMI</strong>）目前在加密货币领域中显得有些“异类”。</p><p>最近，<strong>IPO 市场火热异常</strong>，尤其是与加密货币相关的新股更是炙手可热。稳定币发行商 <strong>Circle Internet Group（CRCL）</strong> 以及加密交易所 <strong>Bullish（BLSH）</strong> 和 <strong>Galaxy Digital（GLXY）</strong> 的股价都大幅上涨，当然这也得益于 <strong>比特币价格飙升至历史高位</strong>。</p><p>但由双胞胎 <strong>卡梅隆（Cameron）与泰勒·文克莱沃斯（Tyler Winklevoss）</strong> 经营的 <strong>Gemini</strong> 表现却相对冷淡。</p><p>Gemini 上月以 <strong>每股 28 美元</strong> 的价格上市，首日一度飙升至 <strong>接近 46 美元</strong>，但随后股价一路回落，上周触及 <strong>22.25 美元</strong> 的 IPO 后低点，目前徘徊在 <strong>24 美元</strong> 上方。</p><p>不过，<strong>华尔街普遍预计 Gemini 的好日子还在后头。</strong></p><p>据 FactSet 数据显示，截至周二，至少 <strong>八位分析师</strong> 开始覆盖该股。其中 <strong>六位给予“买入”（Buy）评级</strong>，两位给予“持有”（Hold）评级。<strong>共识目标价为 31.50 美元</strong>，较当前股价高出约 <strong>30%</strong>。</p><p>尽管获得“买入”推荐，Gemini 当日股价仍下跌 <strong>4%</strong>。</p><p>多数新的研究报告来自 Gemini 的 IPO 承销商，而承销商往往会对其参与发行的新股给出正面评价。例如，<strong>Cantor Fitzgerald、瑞穗证券（Mizuho Securities）、Needham 与 Truist</strong> 均给出了“买入”评级。</p><p>不过，Gemini 仍有一些长期利好因素，可能使其成为加密领域的赢家之一。</p><p>其一是 <strong>纳斯达克（Nasdaq）的战略投资</strong>。其二是 Gemini 通过推出 <strong>加密奖励信用卡</strong> 成功与竞争对手区分开来，该卡提供 <strong>比特币（BTC）</strong>、<strong>瑞波币（XRP）</strong> 等多种数字货币奖励。</p><p><strong>Cantor Fitzgerald 分析师布雷特·诺布劳赫（Brett Knoblauch）</strong> 指出：“随着公司今年加大市场营销投入，其信用卡业务增长迅速。”</p><p>他表示，Gemini 在 <strong>7 月和 8 月新增近 4.5 万名信用卡用户</strong>，有望在今年将用户规模扩大三倍。</p><p>诺布劳赫补充说，这张信用卡对 Gemini 至关重要，因为“<strong>相当比例的信用卡用户最终会成为活跃交易者</strong>”。他给出了 <strong>37 美元的目标价</strong>，是华尔街第二高的目标。</p><p><strong>瑞穗证券分析师丹·多列夫（Dan Dolev）</strong> 也非常看好 Gemini 的信用卡业务，目标价为 <strong>30 美元</strong>。</p><p>他写道：“这张卡非常有吸引力——<strong>无年费、无余额要求、奖励代币可灵活调整</strong>。”</p><p><strong>Needham 分析师约翰·托达罗（John Todaro）</strong> 更为乐观，目标价高达 <strong>42 美元</strong>。</p><p>托达罗认为，公司在吸引新客户方面表现出色，并且，像其他加密公司一样，Gemini 将受益于华盛顿的 <strong>“亲加密政策环境”</strong>。</p><p>他写道：“我们相信，Gemini 能从近期监管变化中‘摘取一些低垂的果实’，并受益于其最新的市场营销投入。”</p><p><strong>总统唐纳德·特朗普及其子女均为加密投资者</strong>，而现任联邦监管机构也由 <strong>支持加密货币的官员</strong>（如美国证券交易委员会的保罗·阿特金斯）领导。</p><p>托达罗指出，Gemini 还从过去的声誉打击中成功恢复。</p><p>2022 年，在加密交易所 <strong>FTX 崩溃</strong> 引发的流动性危机中，Gemini 的合作伙伴 <strong>Genesis Capital</strong> 出现问题，导致部分客户资产被冻结。此后，Gemini 通过诉讼成功为投资者追回 <strong>超 20 亿美元</strong>，并自掏腰包支付了约 <strong>5,000 万美元</strong>。</p><p>如今，随着“客户信任逐步恢复”，Gemini 的 <strong>月度活跃交易用户再次实现稳健增长</strong>，他在报告中写道。</p><p><strong>Truist Securities 分析师马修·科德（Matthew Coad）</strong> 认为，Gemini 的上市后疲软反而可能是一个机会，他给出的目标价为 <strong>31 美元</strong>。</p><p>与此同时，其他大型加密券商如 <strong>Coinbase（COIN）</strong> 和 <strong>Robinhood（HOOD）</strong> 的表现异常亮眼。Coinbase 股价年内上涨逾 <strong>50%</strong>，Robinhood 更是 <strong>飙升近 300%</strong>，成为 <strong>标普 500 指数表现最好的股票</strong>。</p><p>科德写道：“<strong>对于那些觉得错过了 Coinbase 和 Robinhood 的投资者，我们建议不妨仔细研究一下 Gemini。</strong>”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d314b0a6509dad61e0f2c28e9d8f2c1","relate_stocks":{"GEMI":"Gemini Space Station, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109273267","content_text":"Gemini Space Station（股票代码：GEMI）目前在加密货币领域中显得有些“异类”。最近，IPO 市场火热异常，尤其是与加密货币相关的新股更是炙手可热。稳定币发行商 Circle Internet Group（CRCL） 以及加密交易所 Bullish（BLSH） 和 Galaxy Digital（GLXY） 的股价都大幅上涨，当然这也得益于 比特币价格飙升至历史高位。但由双胞胎 卡梅隆（Cameron）与泰勒·文克莱沃斯（Tyler Winklevoss） 经营的 Gemini 表现却相对冷淡。Gemini 上月以 每股 28 美元 的价格上市，首日一度飙升至 接近 46 美元，但随后股价一路回落，上周触及 22.25 美元 的 IPO 后低点，目前徘徊在 24 美元 上方。不过，华尔街普遍预计 Gemini 的好日子还在后头。据 FactSet 数据显示，截至周二，至少 八位分析师 开始覆盖该股。其中 六位给予“买入”（Buy）评级，两位给予“持有”（Hold）评级。共识目标价为 31.50 美元，较当前股价高出约 30%。尽管获得“买入”推荐，Gemini 当日股价仍下跌 4%。多数新的研究报告来自 Gemini 的 IPO 承销商，而承销商往往会对其参与发行的新股给出正面评价。例如，Cantor Fitzgerald、瑞穗证券（Mizuho Securities）、Needham 与 Truist 均给出了“买入”评级。不过，Gemini 仍有一些长期利好因素，可能使其成为加密领域的赢家之一。其一是 纳斯达克（Nasdaq）的战略投资。其二是 Gemini 通过推出 加密奖励信用卡 成功与竞争对手区分开来，该卡提供 比特币（BTC）、瑞波币（XRP） 等多种数字货币奖励。Cantor Fitzgerald 分析师布雷特·诺布劳赫（Brett Knoblauch） 指出：“随着公司今年加大市场营销投入，其信用卡业务增长迅速。”他表示，Gemini 在 7 月和 8 月新增近 4.5 万名信用卡用户，有望在今年将用户规模扩大三倍。诺布劳赫补充说，这张信用卡对 Gemini 至关重要，因为“相当比例的信用卡用户最终会成为活跃交易者”。他给出了 37 美元的目标价，是华尔街第二高的目标。瑞穗证券分析师丹·多列夫（Dan Dolev） 也非常看好 Gemini 的信用卡业务，目标价为 30 美元。他写道：“这张卡非常有吸引力——无年费、无余额要求、奖励代币可灵活调整。”Needham 分析师约翰·托达罗（John Todaro） 更为乐观，目标价高达 42 美元。托达罗认为，公司在吸引新客户方面表现出色，并且，像其他加密公司一样，Gemini 将受益于华盛顿的 “亲加密政策环境”。他写道：“我们相信，Gemini 能从近期监管变化中‘摘取一些低垂的果实’，并受益于其最新的市场营销投入。”总统唐纳德·特朗普及其子女均为加密投资者，而现任联邦监管机构也由 支持加密货币的官员（如美国证券交易委员会的保罗·阿特金斯）领导。托达罗指出，Gemini 还从过去的声誉打击中成功恢复。2022 年，在加密交易所 FTX 崩溃 引发的流动性危机中，Gemini 的合作伙伴 Genesis Capital 出现问题，导致部分客户资产被冻结。此后，Gemini 通过诉讼成功为投资者追回 超 20 亿美元，并自掏腰包支付了约 5,000 万美元。如今，随着“客户信任逐步恢复”，Gemini 的 月度活跃交易用户再次实现稳健增长，他在报告中写道。Truist Securities 分析师马修·科德（Matthew Coad） 认为，Gemini 的上市后疲软反而可能是一个机会，他给出的目标价为 31 美元。与此同时，其他大型加密券商如 Coinbase（COIN） 和 Robinhood（HOOD） 的表现异常亮眼。Coinbase 股价年内上涨逾 50%，Robinhood 更是 飙升近 300%，成为 标普 500 指数表现最好的股票。科德写道：“对于那些觉得错过了 Coinbase 和 Robinhood 的投资者，我们建议不妨仔细研究一下 Gemini。”","news_type":1,"symbols_score_info":{"GEMI":1.1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490783362101816,"gmtCreate":1760845849880,"gmtModify":1760845852218,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"疯狂吹泡沫","listText":"疯狂吹泡沫","text":"疯狂吹泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490783362101816","repostId":"2576055596","repostType":2,"repost":{"id":"2576055596","kind":"news","pubTimestamp":1760708160,"share":"https://www.laohu8.com/m/news/2576055596?lang=&edition=full","pubTime":"2025-10-17 21:36","market":"sh","language":"zh","title":"美国银行上调AMD目标价并预计其有近30%的上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2576055596","media":"环球市场播报","summary":"美股周五早盘，AMD股价下跌0.6%。尽管美国银行上调AMD目标价并预计其有近30%的上涨空间，但该股仍延续昨日跌势。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p>　　美股周五早盘，<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>股价下跌0.6%。尽管<span>美国银行</span><span></span>上调AMD目标价并预计其有近30%的上涨空间，但该股仍延续昨日跌势。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行上调AMD目标价并预计其有近30%的上涨空间</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":{"GFS":"GLOBALFOUNDRIES Inc.","BAC":"美国银行","AMD":"美国超微公司"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-17/doc-infufkhc1333136.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2576055596","content_text":"美股周五早盘，AMD股价下跌0.6%。尽管美国银行上调AMD目标价并预计其有近30%的上涨空间，但该股仍延续昨日跌势。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"AMD":1.5,"BAC":1.5,"GFS":1.5}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490229758227208,"gmtCreate":1760712525946,"gmtModify":1760712528131,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"明显打脸的托","listText":"明显打脸的托","text":"明显打脸的托","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490229758227208","repostId":"2576059424","repostType":2,"repost":{"id":"2576059424","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1760711546,"share":"https://www.laohu8.com/m/news/2576059424?lang=&edition=full","pubTime":"2025-10-17 22:32","market":"hk","language":"en","title":"Oracle's Investor Day Bolstered Confidence in Company's Ability to Grow Revenue, Earnings, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2576059424","media":"MT Newswires Live","summary":"Oracle's (ORCL) investor day bolstered confidence in the company's ability to be one of the fastest revenue and earnings growers in large cap technology stocks, Oppenheimer said in a Friday note.The i","content":"<html><body><p> Oracle's (ORCL) investor day bolstered confidence in the company's ability to be one of the fastest revenue and earnings growers in large cap technology stocks, Oppenheimer said in a Friday note.</p><p>The investor meeting provided for positive revisions to remaining performance obligations, Oracle Cloud Infrastructure, and the medium-term financials outlook, among other things, Oppenheimer said.</p><p>Oppenheimer said that the company's management introduced long-term earnings per share targets and gross margin goals for the Oracle Cloud <a href=\"https://laohu8.com/S/IEAWW\">Infrastructure and</a> artificial intelligence consumption businesses.</p><p>Oppenheimer rated Oracle as perform.</p><p>Price: 293.57, Change: -19.43, Percent Change: -6.21</p></body></html>","source":"mtnewswires_news","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>Oracle's Investor Day Bolstered 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}\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 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class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-10-17 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Oracle's (ORCL) investor day bolstered confidence in the company's ability to be one of the fastest revenue and earnings growers in large cap technology stocks, Oppenheimer said in a Friday note.</p><p>The investor meeting provided for positive revisions to remaining performance obligations, Oracle Cloud Infrastructure, and the medium-term financials outlook, among other things, Oppenheimer said.</p><p>Oppenheimer said that the company's management introduced long-term earnings per share targets and gross margin goals for the Oracle Cloud <a href=\"https://laohu8.com/S/IEAWW\">Infrastructure and</a> artificial intelligence consumption businesses.</p><p>Oppenheimer rated Oracle as perform.</p><p>Price: 293.57, Change: -19.43, Percent Change: -6.21</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","ABIL":"Ability Inc","01967":"信恳智能","OPY":"奥本海默控股"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576059424","content_text":"Oracle's (ORCL) investor day bolstered confidence in the company's ability to be one of the fastest revenue and earnings growers in large cap technology stocks, Oppenheimer said in a Friday note.The investor meeting provided for positive revisions to remaining performance obligations, Oracle Cloud Infrastructure, and the medium-term financials outlook, among other things, Oppenheimer said.Oppenheimer said that the company's management introduced long-term earnings per share targets and gross margin goals for the Oracle Cloud Infrastructure and artificial intelligence consumption businesses.Oppenheimer rated Oracle as perform.Price: 293.57, Change: -19.43, Percent Change: 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<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2512(ESmain)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2512(YMmain)$</a>","listText":"一笔6000万美元的贷款变成坏账了，居然引发了数千亿股票市值下跌。这算危机吗？能构成危险吗？没想到市场反应会这么大，希望大家理智持股，别急着割肉 <a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2512(ESmain)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2512(YMmain)$</a>","text":"一笔6000万美元的贷款变成坏账了，居然引发了数千亿股票市值下跌。这算危机吗？能构成危险吗？没想到市场反应会这么大，希望大家理智持股，别急着割肉 $SP500指数主连 2512(ESmain)$ $NQ100指数主连 2512(NQmain)$ $道琼斯指数主连 2512(YMmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490268642283784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490187647046392,"gmtCreate":1760701872368,"gmtModify":1760701874504,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"辟谣了，还继续说事","listText":"辟谣了，还继续说事","text":"辟谣了，还继续说事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490187647046392","repostId":"2576849260","repostType":2,"repost":{"id":"2576849260","kind":"news","pubTimestamp":1760687981,"share":"https://www.laohu8.com/m/news/2576849260?lang=&edition=full","pubTime":"2025-10-17 15:59","market":"us","language":"zh","title":"消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2576849260","media":"TechWeb.com.cn","summary":"而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。","content":"<html><body><article><p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251017155941442v206xrkeg2obdb3\"/><p>从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，计划在今年小批量应用，明年开始大规模生产。</p><p>而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。</p><p>就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。</p><p>有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。（海蓝）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 15:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b><strong>TechWeb.com.cn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的特斯拉是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 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18:09","market":"us","language":"zh","title":"台积电重申：未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论","url":"https://stock-news.laohu8.com/highlight/detail?id=2570004608","media":"IT之家","summary":"IT之家 9 月 26 日消息，针对《华尔街日报》有关英特尔与台积电就投资 / 合伙进行磋商的报道，台积电今日重申公司董事长兼总裁魏哲家此前表态，即“台积电未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论”，同时表示目前没有进一步的回应。","content":"<html><body><article><p>IT之家 9 月 26 日消息，针对《华尔街日报》有关<a href=\"https://laohu8.com/S/INTC\">英特尔</a>与<a href=\"https://laohu8.com/S/TSM\">台积电</a>就投资 / 合伙进行磋商的报道，台积电今日重申公司董事长兼总裁魏哲家此前表态，即“<strong>台积电未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论</strong>”，同时表示目前没有进一步的回应。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926180950399d152j4mqhrtbp1f\"/><p>有关英特尔与台积电可能进行股权合作的传闻早在 2024 年就有出现，此后在今年初进一步发酵，魏哲家和台积电董事刘镜清就此话题曾先后表示“对收购英特尔晶圆厂不感兴趣”“董事会从未讨论过接手英特尔代工部门”。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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台积电重申：未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926180951a69fd19c&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 9 月 26 日消息，针对《华尔街日报》有关英特尔与台积电就投资 / 合伙进行磋商的报道，台积电今日重申公司董事长兼总裁魏哲家此前表态，即“台积电未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论”，同时表示目前没有进一步的回应。有关英特尔与台积电可能进行股权合作的传闻早在 2024 年就有出现，此后在今年初进一步发酵，魏哲家和台积电董事刘镜清就此话题曾先后表示“对收购英特尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250926180951a69fd19c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","03145":"华夏亚洲高息股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) 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合伙进行磋商的报道，台积电今日重申公司董事长兼总裁魏哲家此前表态，即“台积电未与其他公司进行任何有关设立合资企业、技术授权或技术移转的讨论”，同时表示目前没有进一步的回应。有关英特尔与台积电可能进行股权合作的传闻早在 2024 年就有出现，此后在今年初进一步发酵，魏哲家和台积电董事刘镜清就此话题曾先后表示“对收购英特尔晶圆厂不感兴趣”“董事会从未讨论过接手英特尔代工部门”。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1.5}},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482384190177616,"gmtCreate":1758798278866,"gmtModify":1758798280998,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"打不过就转移","listText":"打不过就转移","text":"打不过就转移","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482384190177616","repostId":"2570505086","repostType":2,"repost":{"id":"2570505086","kind":"news","pubTimestamp":1758730049,"share":"https://www.laohu8.com/m/news/2570505086?lang=&edition=full","pubTime":"2025-09-25 00:07","market":"us","language":"zh","title":"特斯拉的范式转移：从电动汽车先锋到人工智能与储能帝国的雄心","url":"https://stock-news.laohu8.com/highlight/detail?id=2570505086","media":"华尔街俱乐部","summary":"公司的未来价值，不再仅仅依赖于售出多少辆电动汽车，而是构建一个横跨交通、能源和人工智能的综合生态系统。曾经由特斯拉开辟的电动汽车蓝海市场，如今已迅速变为竞争白热化的“红海”。目前，特斯拉正在加速Robotaxi的落地进程。马斯克曾公开表示，特斯拉未来80%的价值可能来自Optimus。考虑到特斯拉当前近万亿美元的市值主要由电动车业务贡献，这一论断凸显了他对机器人市场潜力的极度乐观。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250925001628101v201u6okj2mhowy\"/><p><strong>引言：超越汽车制造的宏伟蓝图</strong></p><p>特斯拉（<a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>），这家自2003年成立以来便以颠覆者形象示人的公司，正站在其发展历程中的又一个关键拐点。长期以来，公众和资本市场习惯于将其定义为一家领先的电动汽车（EV）制造商。然而，在全球电动车市场日益饱和、价格战愈演愈烈的背景下，特斯拉正在进行一场深刻而大胆的战略转型。公司首席执行官埃隆·马斯克（Elon Musk）正逐步剥离其传统的“汽车生产商”标签，将重心明确地转向人工智能（AI）、机器人技术和可持续能源三大支柱。这一转变的核心，是将特斯拉重塑为一个以软件和AI为驱动的科技巨头，而不仅仅是硬件制造商。公司的未来价值，不再仅仅依赖于售出多少辆电动汽车，而是构建一个横跨交通、能源和人工智能的综合生态系统。本文旨在深入剖析特斯拉此次战略转型的核心逻辑、关键业务布局及其对公司未来估值和行业格局的深远影响。</p><p>特斯拉公司于2010年在纳斯达克证券交易所上市，股票代码为TSLA。自上市以来，其股价经历了大幅波动，但总体呈现强劲增长态势，使其成为全球市值最高的汽车企业之一。然而，进入2024年后，面对全球电动车市场份额下滑的挑战，特斯拉的股价表现出一定的压力。例如，在2025年8月，其在美国电动车市场的占有率已降至38%，为2017年以来的新低。即便如此，得益于市场对其AI和机器人业务前景的乐观预期，特斯拉的股价依然获得了资本市场的关注和支持，显示出投资者正逐渐将其视为一家AI或机器人公司，而非单纯的汽车制造商。这一市场反应凸显了其战略转型的重要性，即通过押注新兴技术来重塑公司估值并维持其科技巨头的地位。</p><p><strong>战略转型的催化剂：电动车市场的“红海”困境</strong></p><p>特斯拉的战略转型并非空穴来风，而是应对严峻市场现实的主动抉择。曾经由特斯拉开辟的电动汽车蓝海市场，如今已迅速变为竞争白热化的“红海”。</p><p>首先，全球主要市场的销量和市场份额下滑是直接诱因。数据显示，2025年8月，特斯拉在中国市场的份额仅为5.1%，远低于<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的27.8%；在欧洲，德国和英国的上牌量也近乎同比腰斩。这些数据表明，单纯依靠“多卖车”的模式已难以支撑特斯拉过去的高速增长。</p><p>其次，低端市场的价格战正严重侵蚀利润空间。造车新势力和传统车企为抢占市场份额，不惜牺牲利润，导致平价电动车市场利润微薄。以<a href=\"https://laohu8.com/S/002594\">比亚迪</a>为例，其2025年第二季度的汽车业务单车利润已降至4800元人民币。特斯拉当前的毛利率约为17.2%，本身并不算高，若贸然卷入低端市场的价格战，不仅会进一步压缩利润，还将迫使其在供应链和生产工艺上妥协，最终损害其赖以生存的研发投入和技术创新能力。</p><p>更重要的是，这关系到华尔街对特斯拉的估值逻辑。资本市场对科技公司和传统汽车公司的估值标准截然不同。科技公司更看重增长潜力、技术壁垒和市场领导力。如果特斯拉为追求短期销量而牺牲利润，其高增长的科技公司光环将褪去，估值体系将被彻底摧毁，品牌形象亦会受损。因此，马斯克很早就明确表示，特斯拉的未来绝不在于多卖几辆车。公司的宏伟蓝图——“第四版总体规划”（Master Plan Part Four）中，并未提及任何新款电动车，而是将焦点完全集中在机器人计程车（Robotaxi）、人工智能和人形机器人等更具前瞻性的领域。这清晰地表明，特斯拉正在主动“退出”传统汽车行业的低利润竞争，转而开辟一个更高维度、更具想象空间的战场。</p><p><strong>Robotaxi：从一次性销售到持续现金流的商业革命</strong></p><p>在特斯拉的转型蓝图中，Robotaxi业务是连接其汽车硬件与AI软件生态的核心枢纽，代表着其商业模式从“一次性硬件销售”向“持续性服务收入”的根本性转变。马斯克的目标是将每一辆特斯拉汽车转变为一个能够7x24小时不间断工作的“机器人<span>资产</span>”，通过提供自动驾驶出行服务，创造持续且高利润的现金流。</p><p><strong>1. FSD与Dojo超级计算机：Robotaxi的技术基石</strong></p><p>实现Robotaxi愿景的技术核心是全自动驾驶（FSD）系统。马斯克曾明确表示，如果一款平价车不具备FSD能力，其生产将“毫无意义”，这预示着特斯拉的下一款车型很可能就是没有方向盘的完全无人驾驶汽车。</p><p>FSD的开发高度依赖于数据和算力。特斯拉的核心优势之一在于其独特的数据闭环（Data Engine）系统。通过已售出的约200万辆搭载FSD的汽车，特斯拉能够收集海量的真实世界驾驶数据。这些数据被上传至服务器，经过自动标注和处理后，用于训练和优化FSD的神经网络模型，随后通过OTA（Over-the-Air）更新推送给车队，从而不断提升系统的自动驾驶能力。截至2024年第二季度，FSD系统的累计行驶里程已超过16亿英里（约25.75亿公里），其中最新的V12版本贡献了超过6亿英里（约9.66亿公里）。这种基于真实数据的迭代方式，是其竞争对手难以比拟的巨大优势。</p><p>为了处理这些<a href=\"https://laohu8.com/S/603138\">海量数据</a>，特斯拉构建了强大的算力基础设施。其中，自研的Dojo超级计算机扮演着基石角色。Dojo专为训练FSD的神经网络而设计，其核心是特斯拉自研的D1芯片。通过自研芯片，特斯拉旨在摆脱对昂贵且供应紧张的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU的完全依赖，以更低成本获取大规模算力。马斯克的目标是在未来18个月内实现计算硬件“半特斯拉AI，半英伟达/其他”的配置。Dojo被<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>比作“特斯拉的AWS”，被视为公司未来的最大价值驱动因素之一，预计到2024年10月，其总算力将达到100 exaflops。</p><p><strong>2. <span>成本优势</span>与市场潜力：重塑出行服务格局</strong></p><p>特斯拉在Robotaxi领域的另一个显著优势是成本控制。与Waymo等竞争对手动辄高达20万美元的定制化车辆不同，特斯拉的FSD系统基于其大规模量产的车型开发，整车成本仅为5万至6万美元。巨大的成本优势使特斯拉能够以更具竞争力的价格提供服务，从而快速抢占市场。</p><p>如果Robotaxi计划成功实施，其财务回报将是惊人的。据测算，若在全球部署100万辆Robotaxi，每辆车每年能创造超过4万美元的净收入，即可为公司带来高达400亿美元的年度现金流。华尔街对此抱有极高期望，摩根士丹利预测，到2040年，全球Robotaxi市场规模将达到万亿美元级别。若特斯拉能占据30%-35%的市场份额，其Robotaxi业务年收入有望突破5000亿美元，为公司市值增加数万亿美元。</p><p>目前，特斯拉正在加速Robotaxi的落地进程。公司已获得内华达州机动车管理局的批准，可在公共道路上进行测试。马斯克计划在2026年底实现数十万甚至上百万辆自动驾驶汽车的量产，并有信心在2025年底前覆盖美国一半的人口。尽管面临安全问题可能导致服务推迟等挑战，但Robotaxi已不再是遥远的设想，而是一个正在逐步实现的、将彻底改变交通出行行业的宏大计划。</p><p><strong>Optimus人形机器人：特斯拉价值的终极想象</strong></p><p>如果说Robotaxi旨在颠覆出行行业，那么Optimus人形机器人则承载了马斯克对未来劳动力市场乃至社会形态的终极构想。他希望将智能化的触角从道路延伸至工厂、仓库、家庭等人类生活的方方面面。</p><p>马斯克曾公开表示，特斯拉未来80%的价值可能来自Optimus。考虑到特斯拉当前近万亿美元的市值主要由电动车业务贡献，这一论断凸显了他对机器人市场潜力的极度乐观。Optimus的开发与FSD紧密相连，马斯克认为，解决真实世界AI是实现全自动驾驶的关键，而一旦解决了车辆（四轮机器人）的真实世界AI问题，就可以将其推广到人形机器人（双足机器人）上。特斯拉在AI和规模化制造方面的核心能力，正是实现这一愿景的两大支柱。</p><p>根据公司规划，Optimus 3原型机预计在2025年底亮相，并于2026年开始量产。其目标成本设定在2万至3万美元之间，与一台中档汽车相当，这使其具备了成为大众市场“智能工具”的潜力。初期的应用场景将聚焦于替代工厂中那些危险、无聊和重复性的工作，例如Optimus已开始在特斯拉工厂内执行电池管理等任务。</p><p>然而，Optimus真正的潜力在于“卖服务”而非硬件本身。假设十年内交付100万台，硬件销售额可达250亿美元。更重要的是，这些机器人需要持续的软件升级、算力支持和行业定制服务。若每台机器人每年能产生1000至2000美元的服务收入，100万台机器人就意味着10至20亿美元的经常性收入。随着机器人数量的指数级增长，这将为特斯拉构建稳定且高利润的现金流。华尔街同样看好这一市场，摩根士丹利预测到2050年全球机器人市场规模可能超过5万亿美元。如果Optimus成功量产并推广，特斯拉有望复刻<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在智能手机领域的成功，打造一个通用的硬件平台，催生无限的应用场景和商业模式。</p><p><strong>能源业务：被低估的“现金奶牛”与可持续<a href=\"https://laohu8.com/S/00776\">帝国</a>基石</strong></p><p>在Robotaxi和Optimus吸引了绝大部分市场目光的同时，特斯拉的能源业务正悄然成长为公司最稳健、最强劲的“现金奶牛”。这项业务与电网深度绑定，不像汽车销售那样易受市场波动和价格战的影响，为特斯拉的宏大转型提供了坚实的财务支持和战略纵深。</p><p>特斯拉的能源业务主要围绕储能产品的生产和部署展开，核心产品包括面向家庭用户的Powerwall和面向公用事业及大型商业项目的Megapack。Megapack是一款功能强大的大型储能电池，每个单元可储存超过3.9 MWh的<a href=\"https://laohu8.com/S/00006\">电能</a>，足以为3600个家庭供电一小时，旨在稳定电网、防止电力中断。</p><p>近年来，该业务展现出惊人的增长爆发力。根据2024年第二季度的最新数据，特斯拉的储能部署量达到9.4GWh，相较于第一季度的4.1GWh增长了1.29倍，同比增长1.5倍。从2019年到2023年，储能业务营收在四年间增长了4倍，年复合增长率高达54%。更值得注意的是其盈利能力，储能业务的毛利率从2023年第一季度的11%飙升至2024年第一季度的25%，甚至在2023年第三季度达到了24.4%，已经高于汽车业务的18.2%。</p><p>这一强劲表现正值特斯拉汽车业务增长放缓之际，储能业务正以惊人的速度弥补电动车部门的增长缺口，成为公司业绩的重要支撑。2024年，特斯拉能源业务收入预计将突破100亿美元，储能交付量翻倍至31.4 GWh。随着公司在美国、欧洲和中国上海的Megapack工厂持续扩产，未来几年的储能规模目标是推升至100 GWh以上。若此目标达成，按每兆瓦时35万美元的均价计算，能源业务的年收入将高达350亿美元，贡献近90亿美元的<span>净利润</span>。</p><p>能源业务不仅是利润增长极，更是马斯克**“<a href=\"https://laohu8.com/S/600122\">宏图</a>计划第三篇章”（Master Plan 3.0）**的核心组成部分。该计划旨在通过构建一个由可再生能源（如太阳能）供电、电池储能运行、电动交通工具驱动的体系，最终消除化石燃料的使用，实现全球能源100%可持续。特斯拉正通过垂直整合太阳能屋顶（Solar Roof）、储能系统和充电网络，打造一个完整的新能源生态闭环。因此，能源业务的战略地位远不止于财务贡献，它更是特斯拉实现其“加速世界向可持续能源过渡”使命的基石。</p><p><strong>结论：特斯拉的未来版图——三曲线叠加的价值重估</strong></p><p>综合来看，特斯拉正在经历的战略转型是一场深刻的范式转移，其估值逻辑正从单一的汽车制造商演变为一个由三条核心增长曲线叠加构成的综合性科技平台：</p><p>Robotaxi（未来出行革命）：以FSD和Dojo为技术核心，旨在将庞大的存量和增量汽车转变为持续产生现金流的机器人资产，是潜在的巨大现金流引擎。</p><p>Optimus（劳动力市场重塑）：作为通用人工智能的物理载体，有望成为重塑全球劳动力市场的“通用硬件”平台，开启服务机器人时代，其价值想象空间最为巨大。</p><p>能源储能（可持续能源基石）：作为当下最稳健的利润增长极和现金流来源，为前两项高风险、高投入的未来业务提供坚实保障，同时也是实现公司终极使命的关键。</p><p>这三大支柱共同构成了特斯拉未来市值的坚实基础。即使短期内汽车销量和利润率面临压力，只要其中任何一条曲线能够持续兑现其潜力，特斯拉的价值故事就依然成立。埃隆·马斯克向世界讲述的，早已不是一个关于“如何制造和销售更好的电动车”的故事，而是一场关乎未来出行、能源结构和人类劳动力的全局性革命。汽车销量或许决定了特斯拉今天的市场表现，但其在人工智能、机器人和储能领域的布局，正在决定其未来在全球科技版图中的最终地位。</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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉的范式转移：从电动汽车先锋到人工智能与储能帝国的雄心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 00:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925001700a69bb67c&s=b><strong>华尔街俱乐部</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>引言：超越汽车制造的宏伟蓝图特斯拉（Tesla, Inc.），这家自2003年成立以来便以颠覆者形象示人的公司，正站在其发展历程中的又一个关键拐点。长期以来，公众和资本市场习惯于将其定义为一家领先的电动汽车（EV）制造商。然而，在全球电动车市场日益饱和、价格战愈演愈烈的背景下，特斯拉正在进行一场深刻而大胆的战略转型。公司首席执行官埃隆·马斯克（Elon Musk）正逐步剥离其传统的“汽车生产商”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925001700a69bb67c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925001700a69bb67c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570505086","content_text":"引言：超越汽车制造的宏伟蓝图特斯拉（Tesla, Inc.），这家自2003年成立以来便以颠覆者形象示人的公司，正站在其发展历程中的又一个关键拐点。长期以来，公众和资本市场习惯于将其定义为一家领先的电动汽车（EV）制造商。然而，在全球电动车市场日益饱和、价格战愈演愈烈的背景下，特斯拉正在进行一场深刻而大胆的战略转型。公司首席执行官埃隆·马斯克（Elon Musk）正逐步剥离其传统的“汽车生产商”标签，将重心明确地转向人工智能（AI）、机器人技术和可持续能源三大支柱。这一转变的核心，是将特斯拉重塑为一个以软件和AI为驱动的科技巨头，而不仅仅是硬件制造商。公司的未来价值，不再仅仅依赖于售出多少辆电动汽车，而是构建一个横跨交通、能源和人工智能的综合生态系统。本文旨在深入剖析特斯拉此次战略转型的核心逻辑、关键业务布局及其对公司未来估值和行业格局的深远影响。特斯拉公司于2010年在纳斯达克证券交易所上市，股票代码为TSLA。自上市以来，其股价经历了大幅波动，但总体呈现强劲增长态势，使其成为全球市值最高的汽车企业之一。然而，进入2024年后，面对全球电动车市场份额下滑的挑战，特斯拉的股价表现出一定的压力。例如，在2025年8月，其在美国电动车市场的占有率已降至38%，为2017年以来的新低。即便如此，得益于市场对其AI和机器人业务前景的乐观预期，特斯拉的股价依然获得了资本市场的关注和支持，显示出投资者正逐渐将其视为一家AI或机器人公司，而非单纯的汽车制造商。这一市场反应凸显了其战略转型的重要性，即通过押注新兴技术来重塑公司估值并维持其科技巨头的地位。战略转型的催化剂：电动车市场的“红海”困境特斯拉的战略转型并非空穴来风，而是应对严峻市场现实的主动抉择。曾经由特斯拉开辟的电动汽车蓝海市场，如今已迅速变为竞争白热化的“红海”。首先，全球主要市场的销量和市场份额下滑是直接诱因。数据显示，2025年8月，特斯拉在中国市场的份额仅为5.1%，远低于比亚迪的27.8%；在欧洲，德国和英国的上牌量也近乎同比腰斩。这些数据表明，单纯依靠“多卖车”的模式已难以支撑特斯拉过去的高速增长。其次，低端市场的价格战正严重侵蚀利润空间。造车新势力和传统车企为抢占市场份额，不惜牺牲利润，导致平价电动车市场利润微薄。以比亚迪为例，其2025年第二季度的汽车业务单车利润已降至4800元人民币。特斯拉当前的毛利率约为17.2%，本身并不算高，若贸然卷入低端市场的价格战，不仅会进一步压缩利润，还将迫使其在供应链和生产工艺上妥协，最终损害其赖以生存的研发投入和技术创新能力。更重要的是，这关系到华尔街对特斯拉的估值逻辑。资本市场对科技公司和传统汽车公司的估值标准截然不同。科技公司更看重增长潜力、技术壁垒和市场领导力。如果特斯拉为追求短期销量而牺牲利润，其高增长的科技公司光环将褪去，估值体系将被彻底摧毁，品牌形象亦会受损。因此，马斯克很早就明确表示，特斯拉的未来绝不在于多卖几辆车。公司的宏伟蓝图——“第四版总体规划”（Master Plan Part Four）中，并未提及任何新款电动车，而是将焦点完全集中在机器人计程车（Robotaxi）、人工智能和人形机器人等更具前瞻性的领域。这清晰地表明，特斯拉正在主动“退出”传统汽车行业的低利润竞争，转而开辟一个更高维度、更具想象空间的战场。Robotaxi：从一次性销售到持续现金流的商业革命在特斯拉的转型蓝图中，Robotaxi业务是连接其汽车硬件与AI软件生态的核心枢纽，代表着其商业模式从“一次性硬件销售”向“持续性服务收入”的根本性转变。马斯克的目标是将每一辆特斯拉汽车转变为一个能够7x24小时不间断工作的“机器人资产”，通过提供自动驾驶出行服务，创造持续且高利润的现金流。1. FSD与Dojo超级计算机：Robotaxi的技术基石实现Robotaxi愿景的技术核心是全自动驾驶（FSD）系统。马斯克曾明确表示，如果一款平价车不具备FSD能力，其生产将“毫无意义”，这预示着特斯拉的下一款车型很可能就是没有方向盘的完全无人驾驶汽车。FSD的开发高度依赖于数据和算力。特斯拉的核心优势之一在于其独特的数据闭环（Data Engine）系统。通过已售出的约200万辆搭载FSD的汽车，特斯拉能够收集海量的真实世界驾驶数据。这些数据被上传至服务器，经过自动标注和处理后，用于训练和优化FSD的神经网络模型，随后通过OTA（Over-the-Air）更新推送给车队，从而不断提升系统的自动驾驶能力。截至2024年第二季度，FSD系统的累计行驶里程已超过16亿英里（约25.75亿公里），其中最新的V12版本贡献了超过6亿英里（约9.66亿公里）。这种基于真实数据的迭代方式，是其竞争对手难以比拟的巨大优势。为了处理这些海量数据，特斯拉构建了强大的算力基础设施。其中，自研的Dojo超级计算机扮演着基石角色。Dojo专为训练FSD的神经网络而设计，其核心是特斯拉自研的D1芯片。通过自研芯片，特斯拉旨在摆脱对昂贵且供应紧张的英伟达GPU的完全依赖，以更低成本获取大规模算力。马斯克的目标是在未来18个月内实现计算硬件“半特斯拉AI，半英伟达/其他”的配置。Dojo被摩根士丹利比作“特斯拉的AWS”，被视为公司未来的最大价值驱动因素之一，预计到2024年10月，其总算力将达到100 exaflops。2. 成本优势与市场潜力：重塑出行服务格局特斯拉在Robotaxi领域的另一个显著优势是成本控制。与Waymo等竞争对手动辄高达20万美元的定制化车辆不同，特斯拉的FSD系统基于其大规模量产的车型开发，整车成本仅为5万至6万美元。巨大的成本优势使特斯拉能够以更具竞争力的价格提供服务，从而快速抢占市场。如果Robotaxi计划成功实施，其财务回报将是惊人的。据测算，若在全球部署100万辆Robotaxi，每辆车每年能创造超过4万美元的净收入，即可为公司带来高达400亿美元的年度现金流。华尔街对此抱有极高期望，摩根士丹利预测，到2040年，全球Robotaxi市场规模将达到万亿美元级别。若特斯拉能占据30%-35%的市场份额，其Robotaxi业务年收入有望突破5000亿美元，为公司市值增加数万亿美元。目前，特斯拉正在加速Robotaxi的落地进程。公司已获得内华达州机动车管理局的批准，可在公共道路上进行测试。马斯克计划在2026年底实现数十万甚至上百万辆自动驾驶汽车的量产，并有信心在2025年底前覆盖美国一半的人口。尽管面临安全问题可能导致服务推迟等挑战，但Robotaxi已不再是遥远的设想，而是一个正在逐步实现的、将彻底改变交通出行行业的宏大计划。Optimus人形机器人：特斯拉价值的终极想象如果说Robotaxi旨在颠覆出行行业，那么Optimus人形机器人则承载了马斯克对未来劳动力市场乃至社会形态的终极构想。他希望将智能化的触角从道路延伸至工厂、仓库、家庭等人类生活的方方面面。马斯克曾公开表示，特斯拉未来80%的价值可能来自Optimus。考虑到特斯拉当前近万亿美元的市值主要由电动车业务贡献，这一论断凸显了他对机器人市场潜力的极度乐观。Optimus的开发与FSD紧密相连，马斯克认为，解决真实世界AI是实现全自动驾驶的关键，而一旦解决了车辆（四轮机器人）的真实世界AI问题，就可以将其推广到人形机器人（双足机器人）上。特斯拉在AI和规模化制造方面的核心能力，正是实现这一愿景的两大支柱。根据公司规划，Optimus 3原型机预计在2025年底亮相，并于2026年开始量产。其目标成本设定在2万至3万美元之间，与一台中档汽车相当，这使其具备了成为大众市场“智能工具”的潜力。初期的应用场景将聚焦于替代工厂中那些危险、无聊和重复性的工作，例如Optimus已开始在特斯拉工厂内执行电池管理等任务。然而，Optimus真正的潜力在于“卖服务”而非硬件本身。假设十年内交付100万台，硬件销售额可达250亿美元。更重要的是，这些机器人需要持续的软件升级、算力支持和行业定制服务。若每台机器人每年能产生1000至2000美元的服务收入，100万台机器人就意味着10至20亿美元的经常性收入。随着机器人数量的指数级增长，这将为特斯拉构建稳定且高利润的现金流。华尔街同样看好这一市场，摩根士丹利预测到2050年全球机器人市场规模可能超过5万亿美元。如果Optimus成功量产并推广，特斯拉有望复刻苹果在智能手机领域的成功，打造一个通用的硬件平台，催生无限的应用场景和商业模式。能源业务：被低估的“现金奶牛”与可持续帝国基石在Robotaxi和Optimus吸引了绝大部分市场目光的同时，特斯拉的能源业务正悄然成长为公司最稳健、最强劲的“现金奶牛”。这项业务与电网深度绑定，不像汽车销售那样易受市场波动和价格战的影响，为特斯拉的宏大转型提供了坚实的财务支持和战略纵深。特斯拉的能源业务主要围绕储能产品的生产和部署展开，核心产品包括面向家庭用户的Powerwall和面向公用事业及大型商业项目的Megapack。Megapack是一款功能强大的大型储能电池，每个单元可储存超过3.9 MWh的电能，足以为3600个家庭供电一小时，旨在稳定电网、防止电力中断。近年来，该业务展现出惊人的增长爆发力。根据2024年第二季度的最新数据，特斯拉的储能部署量达到9.4GWh，相较于第一季度的4.1GWh增长了1.29倍，同比增长1.5倍。从2019年到2023年，储能业务营收在四年间增长了4倍，年复合增长率高达54%。更值得注意的是其盈利能力，储能业务的毛利率从2023年第一季度的11%飙升至2024年第一季度的25%，甚至在2023年第三季度达到了24.4%，已经高于汽车业务的18.2%。这一强劲表现正值特斯拉汽车业务增长放缓之际，储能业务正以惊人的速度弥补电动车部门的增长缺口，成为公司业绩的重要支撑。2024年，特斯拉能源业务收入预计将突破100亿美元，储能交付量翻倍至31.4 GWh。随着公司在美国、欧洲和中国上海的Megapack工厂持续扩产，未来几年的储能规模目标是推升至100 GWh以上。若此目标达成，按每兆瓦时35万美元的均价计算，能源业务的年收入将高达350亿美元，贡献近90亿美元的净利润。能源业务不仅是利润增长极，更是马斯克**“宏图计划第三篇章”（Master Plan 3.0）**的核心组成部分。该计划旨在通过构建一个由可再生能源（如太阳能）供电、电池储能运行、电动交通工具驱动的体系，最终消除化石燃料的使用，实现全球能源100%可持续。特斯拉正通过垂直整合太阳能屋顶（Solar 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18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩：2023年市场最大风险是经济不衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"BK4550":"红杉资本持仓","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1,"symbols_score_info":{"JPM":1}},"isVote":1,"tweetType":1,"viewCount":3057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358266394,"gmtCreate":1616700998018,"gmtModify":1616700998018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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src=\"http://k.sinaimg.cn/n/spider2021127/433/w969h264/20210127/6280-kicwvzr0866546.png/w720fin.jpg\"/></div><p>作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，<font>随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，</font>比亚迪也受到了车迷、投资者更热烈的关注与欢迎。</p><p>从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。</p><p>当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，<font>其在A股的股价为257元，市值为7011亿元。</font></p><p>与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。</p><p><font>从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/204/w600h404/20210127/cd22-kicwvzr0732113.png/w720fin.jpg\"/></div><p>此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。</p><p>与此前的DM车型相比较，DM-i更注重燃油经济性，<font>此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。</font></p><p>可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。</p><p>而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。</p></body></html>","source":"sina_symbol","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媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"002594":"比亚迪","TSLA":"特斯拉","01211":"比亚迪股份-一百"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106528058","content_text":"原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，比亚迪也受到了车迷、投资者更热烈的关注与欢迎。从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。与此前的DM车型相比较，DM-i更注重燃油经济性，此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。","news_type":1,"symbols_score_info":{"002594":1,"01211":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}