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别买期权

别买期权

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08-07 20:31

那咋不早点喊

“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象

08-06

牙打碎了往肚子里咽

苹果将增加1000亿美元的美国投资承诺

07-29

$美国超微公司(AMD)$ 错过

07-29

$美国超微公司(AMD)$ 这样下去财报后不会暴跌吧

07-29

$AMD 20250815 180.0 CALL$

07-25

$美图公司(01357)$ 有点绿了哦

07-21

90%？

奈飞正式启用AI制作影视特效，成本或降低90%

07-18

$拼多多(PDD)$ 想开空单了

07-17

$Tron Inc.(TRON)$ 孙哥怎么回事啊不讲武德阿

07-16

$AMD 20250801 160.0 CALL$ 提前卖出一张call单摊成本而已别太惊讶

07-09

史丹利我劝你不要在这里鬼叫

马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始

07-03

$Defiance Daily Target 2X Long MSTR ETF(MSTX)$

07-02

$Reddit(RDDT)$ 怎么涨起来这么猛

07-01

$Defiance Daily Target 2X Long MSTR ETF(MSTX)$ 🛫

06-27

$TSLA 20250627 325.0 CALL$ 挽留一下tsll的亏损

06-27

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 等

06-25

$老虎证券(TIGR)$ 牛回

06-24

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 还有没有突破

06-24

$小米集团-W(01810)$ 这个价格是不是可以开空单了

06-19

$布鲁可(00325)$ 好猛的积木啊

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</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\" 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#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“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1326701.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.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/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464740372152632,"gmtCreate":1754486817617,"gmtModify":1754486819399,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"牙打碎了往肚子里咽","listText":"牙打碎了往肚子里咽","text":"牙打碎了往肚子里咽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464740372152632","repostId":"1154104056","repostType":2,"repost":{"id":"1154104056","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":1754484475,"share":"https://www.laohu8.com/m/news/1154104056?lang=&edition=full","pubTime":"2025-08-06 20:47","market":"us","language":"zh","title":"苹果将增加1000亿美元的美国投资承诺","url":"https://stock-news.laohu8.com/highlight/detail?id=1154104056","media":"老虎资讯综合","summary":"美国白宫：苹果将增加1000亿美元的美国投资承诺，特朗普今天将就苹果公司发表声明。","content":"<html><head></head><body><p>美国白宫宣布，<strong>苹果承诺再投入1000亿美元用于美国国内制造业</strong>。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。<strong>白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。</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\" 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20:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫宣布，<strong>苹果承诺再投入1000亿美元用于美国国内制造业</strong>。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。<strong>白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154104056","content_text":"美国白宫宣布，苹果承诺再投入1000亿美元用于美国国内制造业。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461954515394728,"gmtCreate":1753800290494,"gmtModify":1753801063503,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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有点绿了哦","text":"$美图公司(01357)$ 有点绿了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460397147271368","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459114041098464,"gmtCreate":1753087627663,"gmtModify":1753087629163,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"90%？","listText":"90%？","text":"90%？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459114041098464","repostId":"2552541694","repostType":2,"repost":{"id":"2552541694","kind":"news","pubTimestamp":1752897083,"share":"https://www.laohu8.com/m/news/2552541694?lang=&edition=full","pubTime":"2025-07-19 11:51","market":"us","language":"zh","title":"奈飞正式启用AI制作影视特效，成本或降低90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552541694","media":"环球网","summary":"7月19日消息，全球流媒体巨头奈飞 在财报电话会议上宣布，其制作的阿根廷科幻剧集《永航员》首次采用生成式人工智能完成最终视觉特效镜头，AI技术正式渗透至好莱坞核心制作流程。传统特效方案需耗时数月、投入数百万美元，而通过与奈飞内部创新团队Eyeline Studios合作开发的AI工具，该镜头完成速度提升10倍，成本相比传统方案降低90%。这一技术突破直接回应了好莱坞近年来的成本困境。","content":"<p>【环球网科技综合报道】7月19日消息，全球流媒体巨头奈飞（<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>）在财报电话会议上宣布，其制作的阿根廷科幻剧集《永航员》（The Eternaut）首次采用生成式人工智能（GenAI）完成最终视觉特效镜头，AI技术正式渗透至好莱坞核心制作流程。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bea1a9ad7fbba4bd285590fc4d54b2e\" tg-width=\"767\" tg-height=\"512\"></p><p>据奈飞联合首席执行官泰德·萨兰多斯（Ted Sarandos）透露，在《永航员》中，制作团队需呈现布宜诺斯艾利斯市中心建筑倒塌的灾难场景。传统特效方案需耗时数月、投入数百万美元，而通过与奈飞内部创新团队Eyeline Studios合作开发的AI工具，该镜头完成速度提升10倍，成本相比传统方案降低90%。萨兰多斯强调：“AI不仅让不可能的创意变为现实，更在预算范围内实现了前所未有的视觉震撼。”</p><p>这一技术突破直接回应了好莱坞近年来的成本困境。2024年，好莱坞制片大亨泰勒·佩里（<a href=\"https://laohu8.com/S/TYL\">Tyler</a> Perry）曾因担忧AI冲击就业，叫停价值8亿美元的亚特兰大工作室扩建计划；同年，奥斯卡提名影片《The Brutalist》因使用AI工具引发工会抗议。</p><p>奈飞的突破并非孤例。2024年9月，狮门影业与AI视频平台Runway达成合作，允许其使用经典电影库训练定制模型；同年，OpenAI的Sora、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Veo等工具相继推出，可基于文本生成高质量视频片段。这些进展迫使传统制片厂加速转型：华纳兄弟探索公司开放特定节目许可，而<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>则选择自主研发AI工具以保护IP。（青山）</p>","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>奈飞正式启用AI制作影视特效，成本或降低90%</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071911530797abd6a0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4585":"ETF&股票定投概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4566":"资本集团","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE 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15:26","market":"us","language":"zh","title":"马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1149694016","media":"老虎资讯综合","summary":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉股价可能还将进一步下跌。不过，值得注意的是，特斯拉今年以来已下跌26%，表现远逊于其他科技股。","content":"<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</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>马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始</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; 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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\">2025-07-09 15:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149694016","content_text":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯（Adam Jonas） 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉（Tesla）股价可能还将进一步下跌。马斯克成立新政党，特斯拉市值一日蒸发680亿美元在马斯克上周六宣布成立全新政党“美国党（America Party）”后，特斯拉股价本周一暴跌近7%，公司市值瞬间蒸发约 680亿美元。乔纳斯在一份长达12页的客户报告中写道：“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，这可能会在短期内继续给TSLA股价带来压力。”政治分歧激化：马斯克与特朗普彻底决裂马斯克组建新政党，是对国会通过特朗普支持的“大漂亮的法案（One Big Beautiful Bill Act）”的直接回应。马斯克曾是特朗普的重要顾问之一，但因其强烈反对该项税收与支出法案，两人关系彻底破裂。马斯克批评该法案：未能解决庞大的联邦财政赤字导致美国国债不断膨胀虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称这并不是他反对的主因仍看好长期表现，目标价维持410美元尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 410美元，相较于周二收盘价 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</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\" 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#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“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1326701.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.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/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444756307415632,"gmtCreate":1749604758135,"gmtModify":1749604760359,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 舒服了","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 舒服了","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 舒服了","images":[{"img":"https://static.tigerbbs.com/b824b84281e565ff68fecd8c74d59085","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/444756307415632","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":9,"crmLevelSwitch":1,"idStr":"3474411519869882","authorIdStr":"3474411519869882"},"content":"比你成本低，就看什么时候抛了","text":"比你成本低，就看什么时候抛了","html":"比你成本低，就看什么时候抛了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454812033184064,"gmtCreate":1752056212380,"gmtModify":1752056214022,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"史丹利我劝你不要在这里鬼叫","listText":"史丹利我劝你不要在这里鬼叫","text":"史丹利我劝你不要在这里鬼叫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/454812033184064","repostId":"1149694016","repostType":4,"repost":{"id":"1149694016","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":1752045990,"share":"https://www.laohu8.com/m/news/1149694016?lang=&edition=full","pubTime":"2025-07-09 15:26","market":"us","language":"zh","title":"马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1149694016","media":"老虎资讯综合","summary":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉股价可能还将进一步下跌。不过，值得注意的是，特斯拉今年以来已下跌26%，表现远逊于其他科技股。","content":"<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</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\" 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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\">2025-07-09 15:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149694016","content_text":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯（Adam Jonas） 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉（Tesla）股价可能还将进一步下跌。马斯克成立新政党，特斯拉市值一日蒸发680亿美元在马斯克上周六宣布成立全新政党“美国党（America Party）”后，特斯拉股价本周一暴跌近7%，公司市值瞬间蒸发约 680亿美元。乔纳斯在一份长达12页的客户报告中写道：“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，这可能会在短期内继续给TSLA股价带来压力。”政治分歧激化：马斯克与特朗普彻底决裂马斯克组建新政党，是对国会通过特朗普支持的“大漂亮的法案（One Big Beautiful Bill Act）”的直接回应。马斯克曾是特朗普的重要顾问之一，但因其强烈反对该项税收与支出法案，两人关系彻底破裂。马斯克批评该法案：未能解决庞大的联邦财政赤字导致美国国债不断膨胀虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称这并不是他反对的主因仍看好长期表现，目标价维持410美元尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 410美元，相较于周二收盘价 297.81美元 仍有 约37%的上涨空间。不过，值得注意的是，特斯拉今年以来已下跌26%，表现远逊于其他科技股。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"content":"我怀疑这帮资本想套现跑路","text":"我怀疑这帮资本想套现跑路","html":"我怀疑这帮资本想套现跑路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447063549133264,"gmtCreate":1750167774057,"gmtModify":1750232383729,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20250718 140.0 CALL\">$AMD 20250718 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@小虎看单","images":[{"img":"https://static.tigerbbs.com/5dfc45febe37145ef3d7cdda07a6542f","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/447063549133264","isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417179109490960,"gmtCreate":1742869419832,"gmtModify":1742869422426,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20250328 55.00 CALL\">$MIU.HK 20250328 55.00 CALL$ </a> 雷子折价害惨了","listText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20250328 55.00 CALL\">$MIU.HK 20250328 55.00 CALL$ </a> 雷子折价害惨了","text":"$MIU.HK 20250328 55.00 CALL$ 雷子折价害惨了","images":[{"img":"https://static.tigerbbs.com/b9698711dda9eede848565abf10288d1","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/417179109490960","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4108280477106530","authorIdStr":"4108280477106530"},"content":"哈哈哈哈，相信小米吧","text":"哈哈哈哈，相信小米吧","html":"哈哈哈哈，相信小米吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464740372152632,"gmtCreate":1754486817617,"gmtModify":1754486819399,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"牙打碎了往肚子里咽","listText":"牙打碎了往肚子里咽","text":"牙打碎了往肚子里咽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464740372152632","repostId":"1154104056","repostType":2,"repost":{"id":"1154104056","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":1754484475,"share":"https://www.laohu8.com/m/news/1154104056?lang=&edition=full","pubTime":"2025-08-06 20:47","market":"us","language":"zh","title":"苹果将增加1000亿美元的美国投资承诺","url":"https://stock-news.laohu8.com/highlight/detail?id=1154104056","media":"老虎资讯综合","summary":"美国白宫：苹果将增加1000亿美元的美国投资承诺，特朗普今天将就苹果公司发表声明。","content":"<html><head></head><body><p>美国白宫宣布，<strong>苹果承诺再投入1000亿美元用于美国国内制造业</strong>。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。<strong>白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。</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\" 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20:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫宣布，<strong>苹果承诺再投入1000亿美元用于美国国内制造业</strong>。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。<strong>白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154104056","content_text":"美国白宫宣布，苹果承诺再投入1000亿美元用于美国国内制造业。这是这家科技巨头为增加美国本土产品产能而做出的最新承诺，其目的是避免旗舰产品iPhone遭受惩罚性关税打击。一位白宫官员表示，白宫发布的这一声明包含一项新的制造业计划，旨在将更多苹果供应链引入美国，同时着眼于在本土生产更多关键零部件。今年早些时候，特朗普在白宫会见苹果首席执行官库克后的第二天警告称，若苹果不将iPhone生产线转移至美国，将对其征收至少25%的关税。苹果此前已宣布，计划未来四年在美国投资5000亿美元，其中包括在休斯顿建设新的服务器制造工厂、在密歇根州设立供应商学院，以及增加对美国现有供应商的投入。白宫表示，周三的声明将使苹果的累计承诺投资达到6000亿美元。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452533184061448,"gmtCreate":1751505228308,"gmtModify":1751505230228,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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