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2025-02-26
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2025-08-19
这是谁
Baillie Gifford & Co增持地平线机器人-W(09660)2477.94万股 每股作价约7.56港元
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2025-08-12
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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422961980613008","isVote":1,"tweetType":1,"viewCount":3380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":418477705191656,"gmtCreate":1743208488429,"gmtModify":1743208490106,"author":{"id":"3574169021961920","authorId":"3574169021961920","name":"别说了跟我","avatar":"https://static.tigerbbs.com/f4174dea82ea4f97bbf644d3698ee707","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574169021961920","idStr":"3574169021961920"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418477705191656","repostId":"418408431489208","repostType":1,"repost":{"id":418408431489208,"gmtCreate":1743157204000,"gmtModify":1743167341886,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574917796328560","idStr":"3574917796328560"},"themes":[],"title":"禾赛被做空：一场有选择性的预谋和一家企业的快速转向","htmlText":"文 | 电厂，作者 | 花子健，编辑 | 高宇雷 在与奔驰达成独家定点合作、扭亏为盈以及机器人对激光雷达需求快速增长的刺激下，中国激光雷达公司禾赛的股价在过去4个月最高上涨了5倍之多。 但自从3月18日做空机构Blue Orca发布一份针对禾赛的做空报告以来，截至3月25日的交易日，禾赛的股价累计跌幅将近12%。 在这份做空报告中，Blue Orca的关注点主要集中在三个方面：一是禾赛财务数据存在矛盾；二是禾赛与奔驰并非独家合作；三是禾赛的毛利率异常。 针对这些指控，禾赛回应称：“公司始终秉持严格的商业道德标准与合规要求。强烈反对Blue Orca Capital报告中的指控，并认为其毫无依据。” Blue Orca以成功做空港股上市公司新秀丽（Samsonite）而一战成名。他们也曾试图做空飞鹤乳业、名创优品、安踏和拼多多等中国企业，但收效甚微。 禾赛成立于2014年11月，激光雷达产品广泛应用于支持高级辅助驾驶系统的乘用车和商用车、自动驾驶汽车，以及无人配送车、AGV（自主移动小车）。2023年2月，禾赛在美国纳斯达克成功上市，是中国“激光雷达第一股”。 最新财报显示，禾赛2024年的营收为20.8亿元，同比增长了10.7%，Non-GAAP净利润首次转正至1370万元，实现扭亏为盈。其中，禾赛去年第四季度的营收7.2亿元，Non-GAAP净利润为1.7亿元。 2024年，禾赛总共交付了50.19万台激光雷达，同比增长126%，其中包括面向ADAS量产领域交付的45.64万台激光雷达，同比增长134%。 Blue Orca认为，禾赛的盈利源自于通用汽车旗下自动驾驶公司Cruise一次性支付的2000万美元合同终止费，但禾赛并非在财报中披露这一笔费用，这笔合同终止费和禾赛在2024年第四季度1.47亿元的净利润相当。如果剔除这笔费用，禾赛只能勉强盈亏平衡。此外，禾赛也没有","listText":"文 | 电厂，作者 | 花子健，编辑 | 高宇雷 在与奔驰达成独家定点合作、扭亏为盈以及机器人对激光雷达需求快速增长的刺激下，中国激光雷达公司禾赛的股价在过去4个月最高上涨了5倍之多。 但自从3月18日做空机构Blue Orca发布一份针对禾赛的做空报告以来，截至3月25日的交易日，禾赛的股价累计跌幅将近12%。 在这份做空报告中，Blue Orca的关注点主要集中在三个方面：一是禾赛财务数据存在矛盾；二是禾赛与奔驰并非独家合作；三是禾赛的毛利率异常。 针对这些指控，禾赛回应称：“公司始终秉持严格的商业道德标准与合规要求。强烈反对Blue Orca Capital报告中的指控，并认为其毫无依据。” Blue Orca以成功做空港股上市公司新秀丽（Samsonite）而一战成名。他们也曾试图做空飞鹤乳业、名创优品、安踏和拼多多等中国企业，但收效甚微。 禾赛成立于2014年11月，激光雷达产品广泛应用于支持高级辅助驾驶系统的乘用车和商用车、自动驾驶汽车，以及无人配送车、AGV（自主移动小车）。2023年2月，禾赛在美国纳斯达克成功上市，是中国“激光雷达第一股”。 最新财报显示，禾赛2024年的营收为20.8亿元，同比增长了10.7%，Non-GAAP净利润首次转正至1370万元，实现扭亏为盈。其中，禾赛去年第四季度的营收7.2亿元，Non-GAAP净利润为1.7亿元。 2024年，禾赛总共交付了50.19万台激光雷达，同比增长126%，其中包括面向ADAS量产领域交付的45.64万台激光雷达，同比增长134%。 Blue Orca认为，禾赛的盈利源自于通用汽车旗下自动驾驶公司Cruise一次性支付的2000万美元合同终止费，但禾赛并非在财报中披露这一笔费用，这笔合同终止费和禾赛在2024年第四季度1.47亿元的净利润相当。如果剔除这笔费用，禾赛只能勉强盈亏平衡。此外，禾赛也没有","text":"文 | 电厂，作者 | 花子健，编辑 | 高宇雷 在与奔驰达成独家定点合作、扭亏为盈以及机器人对激光雷达需求快速增长的刺激下，中国激光雷达公司禾赛的股价在过去4个月最高上涨了5倍之多。 但自从3月18日做空机构Blue Orca发布一份针对禾赛的做空报告以来，截至3月25日的交易日，禾赛的股价累计跌幅将近12%。 在这份做空报告中，Blue Orca的关注点主要集中在三个方面：一是禾赛财务数据存在矛盾；二是禾赛与奔驰并非独家合作；三是禾赛的毛利率异常。 针对这些指控，禾赛回应称：“公司始终秉持严格的商业道德标准与合规要求。强烈反对Blue Orca Capital报告中的指控，并认为其毫无依据。” Blue Orca以成功做空港股上市公司新秀丽（Samsonite）而一战成名。他们也曾试图做空飞鹤乳业、名创优品、安踏和拼多多等中国企业，但收效甚微。 禾赛成立于2014年11月，激光雷达产品广泛应用于支持高级辅助驾驶系统的乘用车和商用车、自动驾驶汽车，以及无人配送车、AGV（自主移动小车）。2023年2月，禾赛在美国纳斯达克成功上市，是中国“激光雷达第一股”。 最新财报显示，禾赛2024年的营收为20.8亿元，同比增长了10.7%，Non-GAAP净利润首次转正至1370万元，实现扭亏为盈。其中，禾赛去年第四季度的营收7.2亿元，Non-GAAP净利润为1.7亿元。 2024年，禾赛总共交付了50.19万台激光雷达，同比增长126%，其中包括面向ADAS量产领域交付的45.64万台激光雷达，同比增长134%。 Blue Orca认为，禾赛的盈利源自于通用汽车旗下自动驾驶公司Cruise一次性支付的2000万美元合同终止费，但禾赛并非在财报中披露这一笔费用，这笔合同终止费和禾赛在2024年第四季度1.47亿元的净利润相当。如果剔除这笔费用，禾赛只能勉强盈亏平衡。此外，禾赛也没有","images":[{"img":"https://static.tigerbbs.com/bc5e2979ca8e4e6b8de2b0ca40b5a8a6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418408431489208","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415417272434888,"gmtCreate":1742440175572,"gmtModify":1742440472930,"author":{"id":"3574169021961920","authorId":"3574169021961920","name":"别说了跟我","avatar":"https://static.tigerbbs.com/f4174dea82ea4f97bbf644d3698ee707","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574169021961920","idStr":"3574169021961920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09996\">$沛嘉医疗-B(09996)$ </a> 支撑压力","listText":"<a href=\"https://laohu8.com/S/09996\">$沛嘉医疗-B(09996)$ </a> 支撑压力","text":"$沛嘉医疗-B(09996)$ 支撑压力","images":[{"img":"https://static.tigerbbs.com/a08f47a7ba7b3de2053615dd836df31c","width":"937","height":"3026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415417272434888","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":414460838961248,"gmtCreate":1742224135126,"gmtModify":1742224137191,"author":{"id":"3574169021961920","authorId":"3574169021961920","name":"别说了跟我","avatar":"https://static.tigerbbs.com/f4174dea82ea4f97bbf644d3698ee707","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574169021961920","idStr":"3574169021961920"},"themes":[],"htmlText":"特斯拉，马斯克","listText":"特斯拉，马斯克","text":"特斯拉，马斯克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414460838961248","repostId":"2519737970","repostType":2,"repost":{"id":"2519737970","kind":"news","pubTimestamp":1742115660,"share":"https://www.laohu8.com/m/news/2519737970?lang=zh_CN&edition=full","pubTime":"2025-03-16 17:01","market":"sh","language":"zh","title":"马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2519737970","media":"华尔街见闻","summary":"媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。","content":"<html><body><div>\n<p cms-style=\"font-L\">政治立场引发的反噬效应正进一步蔓延。</p><p cms-style=\"font-L\">近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。</p><p cms-style=\"font-L\">媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。</p><p cms-style=\"font-L\">谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。</p><p cms-style=\"font-L\">Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：</p><blockquote><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”</font></p></blockquote><p cms-style=\"font-L strong-Bold\">政治立场与争议行为引市场担忧</p><p cms-style=\"font-L\">事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。</p><p cms-style=\"font-L\">分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。</p><p cms-style=\"font-L\">除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。</p><p cms-style=\"font-L\">与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。</p><p cms-style=\"font-L\">多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。</p><p cms-style=\"font-L\">截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。</p><div><img src=\"http://n.sinaimg.cn/spider20250316/297/w639h458/20250316/59cd-82f1754e144d12d84e91c05da27d819a.png\"/><span></span></div><p cms-style=\"font-L\">曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。</p><p cms-style=\"font-L\">风险提示及免责条款</p><p cms-style=\"font-L\"> 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 </p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份</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马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-16 17:01 北京时间 <a href=https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.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":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4574":"无人驾驶","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4598":"佩洛西持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4604":"机器人概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823414478.USD":"法巴经典能源转换基金","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015978.USD":"利安颠覆性创新基金A","TSLL":"2倍做多TSLA ETF-Direxion","BK4612":"AI芯片","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股","TSYW.SI":"TESLA 3xLongSG261006"},"source_url":"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2519737970","content_text":"政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，摩根大通将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 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APP 版本支持：请将 APP 版本升级至 9.2.5 及以上，体验全时段订单。查询如何更新版本请戳<a href=\"https://www.laohu8.com/post/652921009\" target=\"_blank\">这里</a>。 什么是“全时段”订单？ 美股的交易时间通常分为四个时段： 盘前交易时段：美国东部时间早上4:00到上午9:30（北京时间下午4:00至晚上9:30）。 盘中交易时段：美国东部时间上午9:30到下午4:00（北京时间晚上9:30至次日凌晨4:00）。 盘后交易时段：美国东部时间下午4:00到晚上8:00（北京时间凌晨4:00至上午8:00）。 夜盘交易时段：美国东部时间晚上8:00到次日早上 4:00（北京时间上午 8:00至 下午4:00）。 新增全时段：美国东部时间晚上8:00到次日晚上 8:00（北京时间上午 8:00至 次日上午 8:00） “全时段”订单类型是指投资者可以在盘前、盘中、盘后、夜盘 的所有时段进行全天候订单委托，订单将在任一满足限价价格的时段下成交。这意味着无论美股处于哪个交易阶段，投资者都可以及时做出买卖决策，提升交易灵活性。 全时段订单的核心优势 全天候交易，灵活应对市场波动 全球市场在不同时间段内会受到经济数据、企业财报、地缘政治等因素的影响。通过“全时段”订单，投资者可以在盘前或盘后抓住由于新闻或事件带来的市场波动，快速作出反应，避免因为时差而错失投资良机。 提高流动性与交易效率 美股的盘前和盘后交易时段往往波动较大，这时部分重要的价格调整可能发生。“全时段”订单允许投资者在这些时段下单，有效提高交易机会捕捉率，同时为投资者提供更大的流动性选择。","listText":"为了更好、更便捷地提供全天候交易体验，我们全新推出了美股交易的“全时段”订单，无需区分盘前、盘后、盘中以及夜盘时段来委托下单，进一步拓展了美股交易时段的选择。 APP 版本支持：请将 APP 版本升级至 9.2.5 及以上，体验全时段订单。查询如何更新版本请戳<a href=\"https://www.laohu8.com/post/652921009\" target=\"_blank\">这里</a>。 什么是“全时段”订单？ 美股的交易时间通常分为四个时段： 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