罗布斯的个人主页 - 老虎社区

罗布斯

罗布斯

欢迎一起来投资股市

IP属地：江苏

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0勋章

08-01

$Figma(FIG)$ 反正涨不起来

08-01

哪来的钱啊

特朗普签署行政令：确定新“对等关税”，税率自10%至41%不等

08-01

在哪儿看见的

08-01

这个奥多比要收购这个公司干什么问问

08-01

这个是不是和区块链技术有关系吗？

07-31

土豪

甲骨文再创新高，董事长净资产达3000亿美元，仅次于马斯克

07-31

微软股票强应该可以购买不错哦买

07-31

都归政府投资了

Madrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist

07-31

27

07-31

不知道什么意思呐

07-31

欢迎投资这个股票

07-31

godnot teper

07-31

$Figma(FIG)$ 我也不知道听说要收购

07-31

不喜欢科技股我也不知道了

07-31

如果抖音说雷军百亿掏空市场跌下去30一股吧

07-30

那就是好了

以太坊概念跌势明显， BMNR、GAME跌超10%，SharpLink跌超9%

07-27

是有点不不确定那个知道的

马斯克，要和雷军、李想“玩儿命”了

07-27

一些思想不太可能在社会我也不清楚事情还是怀疑

美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息

05-08

‌$龙湖集团(00960)$ ‌这个公司怎么样涨上去可以吗

去老虎APP查看更多动态

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href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等。根据该行政令，叙利亚被征收的“对等关税”税率最高，定为41%，缅甸、老挝定为40%；巴西、英国关税最低，定为10%。多数国家及地区的关税税率定为15%，包括日本、韩国。对越南关税税率定为20%。另外，针对欧盟国家，若商品现行关税低于15%，将补足至15%；高于15%的不再追加。白宫：特朗普已签署...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f499588c7be5bc81b56215ca1b498e23","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101752706","content_text":"美国总统特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等。根据该行政令，叙利亚被征收的“对等关税”税率最高，定为41%，缅甸、老挝定为40%；巴西、英国关税最低，定为10%。多数国家及地区的关税税率定为15%，包括日本、韩国。对越南关税税率定为20%。另外，针对欧盟国家，若商品现行关税低于15%，将补足至15%；高于15%的不再追加。白宫：特朗普已签署行政令，将对加拿大关税税率上调至35%当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率从25%上调至35%，新关税将于8月1日生效。白宫在声明中指出，此次加税是“为应对加拿大持续的不作为和报复行为”，并称总统“认定有必要以提高税率的方式，有效应对当前的紧急局势”。白宫方面还表示，该举措是特朗普政府近期一系列关税调整的一部分。此前，白宫还发布行政令，对部分国家重新设定“对等关税”税率标准：行政令附件1中列明国家将适用个别税率，未列明国家则统一适用10%的税率；如有国家或地区通过第三地转运方式规避关税，其商品将被征收40%的转运税。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462845432291440,"gmtCreate":1754004862890,"gmtModify":1754004864786,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"在哪儿看见的","listText":"在哪儿看见的","text":"在哪儿看见的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462845432291440","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462845036540296,"gmtCreate":1754004856505,"gmtModify":1754004858370,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"这个奥多比要收购这个公司干什么问问","listText":"这个奥多比要收购这个公司干什么问问","text":"这个奥多比要收购这个公司干什么问问","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462845036540296","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462840819486808,"gmtCreate":1754004361016,"gmtModify":1754004362791,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"这个是不是和区块链技术有关系吗？","listText":"这个是不是和区块链技术有关系吗？","text":"这个是不是和区块链技术有关系吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462840819486808","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462713047507088,"gmtCreate":1753973125689,"gmtModify":1753973127347,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"土豪","listText":"土豪","text":"土豪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462713047507088","repostId":"1104715342","repostType":4,"repost":{"id":"1104715342","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":1753970767,"share":"https://www.laohu8.com/m/news/1104715342?lang=&edition=full","pubTime":"2025-07-31 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 盘初涨2.5%，再创历史新高，总市值超过7200亿美元。其联合创始人兼董事长拉里埃里森（Larry Ellison）净资产达到3000亿美元，进一步巩固其全球第二富豪的地位，仅次于马斯克的3637亿美元身价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c2cc36d3bac0299fd0890dde9d3ee56\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104715342","content_text":"周四， 甲骨文 盘初涨2.5%，再创历史新高，总市值超过7200亿美元。其联合创始人兼董事长拉里埃里森（Larry Ellison）净资产达到3000亿美元，进一步巩固其全球第二富豪的地位，仅次于马斯克的3637亿美元身价。","news_type":1,"symbols_score_info":{"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462592583905280,"gmtCreate":1753973071290,"gmtModify":1753973073230,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"微软股票强应该可以购买不错哦买","listText":"微软股票强应该可以购买不错哦买","text":"微软股票强应该可以购买不错哦买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462592583905280","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462646744924232,"gmtCreate":1753956993908,"gmtModify":1753957005961,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"都归政府投资了","listText":"都归政府投资了","text":"都归政府投资了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462646744924232","repostId":"2555025330","repostType":2,"repost":{"id":"2555025330","kind":"news","pubTimestamp":1753946880,"share":"https://www.laohu8.com/m/news/2555025330?lang=&edition=full","pubTime":"2025-07-31 15:28","market":"us","language":"zh","title":"Madrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist","url":"https://stock-news.laohu8.com/highlight/detail?id=2555025330","media":"动脉网","summary":"The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis . The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎领域产品线的战略。CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MDGL\">Madrigal Pharmaceuticals</a> has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from orforglipron.</p><p>Madrigal Pharmaceuticals 已与<a href=\"https://laohu8.com/S/01093\">石药集团</a>达成了一项关于 SYH2086 的全球独家许可协议，SYH2086 是一种源自 orforglipron 的临床前口服小分子 GLP-1 受体激动剂。</p><p>Metabolic dysfunction-associated steatohepatitis (MASH), previously referred to as nonalcoholic steatohepatitis (NASH), is a progressive liver disease that can lead to serious complications such as cirrhosis, liver failure, liver cancer, and premature death. It is currently the primary cause of liver transplantation in women and the second most common reason overall in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p><p>代谢功能障碍相关脂肪性肝炎（MASH），以前称为非酒精性脂肪性肝炎（NASH），是一种进展性肝病，可能导致严重并发症，如肝硬化、肝衰竭、肝癌和早逝。目前，它是女性肝移植的主要原因，在美国也是总体上第二大常见原因。</p><p>In Europe, MASH is the fastest-growing cause of liver transplant procedures..</p><p>在欧洲，MASH 是肝移植手术增长最快的原因。</p><p>The compound is currently in the early stages of development, and Madrigal aims to begin clinical trials in the first half of 2026.</p><p>该化合物目前处于开发的早期阶段，Madrigal 计划在 2026 年上半年开始临床试验。</p><p>The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis (MASH). The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .</p><p>该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎（MASH）领域产品线的战略。该公司认为，将SYH2086与其已获批药物Rezdiffra结合使用，有望开发出一种每日一次的口服疗法，同时解决体重减轻和肝脏健康问题。</p><p>In previous trials, modest weight loss has been shown to improve the antifibrotic effect of Rezdiffra, suggesting that combining the two treatments could enhance outcomes for MASH patients.</p><p>在之前的试验中，适度的体重减轻已被证明可以增强Rezdiffra的抗纤维化效果，这表明将这两种治疗方法结合使用可能会改善MASH患者的治疗效果。</p><p>CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.</p><p>石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。</p><p>Source: madrigalpharma.com</p><p>来源：madrigalpharma.com</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>Madrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nMadrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b><strong>动脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Madrigal Pharmaceuticals has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4590":"PTP","BK4585":"ETF&股票定投概念","01093":"石药集团","MDGL":"Madrigal Pharmaceuticals, Inc.","GLP":"Global Partners Lp","BK4139":"生物科技","BK4144":"石油与天然气的储存和运输"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555025330","content_text":"Madrigal Pharmaceuticals has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from orforglipron.Madrigal Pharmaceuticals 已与石药集团达成了一项关于 SYH2086 的全球独家许可协议，SYH2086 是一种源自 orforglipron 的临床前口服小分子 GLP-1 受体激动剂。Metabolic dysfunction-associated steatohepatitis (MASH), previously referred to as nonalcoholic steatohepatitis (NASH), is a progressive liver disease that can lead to serious complications such as cirrhosis, liver failure, liver cancer, and premature death. It is currently the primary cause of liver transplantation in women and the second most common reason overall in the United States.代谢功能障碍相关脂肪性肝炎（MASH），以前称为非酒精性脂肪性肝炎（NASH），是一种进展性肝病，可能导致严重并发症，如肝硬化、肝衰竭、肝癌和早逝。目前，它是女性肝移植的主要原因，在美国也是总体上第二大常见原因。In Europe, MASH is the fastest-growing cause of liver transplant procedures..在欧洲，MASH 是肝移植手术增长最快的原因。The compound is currently in the early stages of development, and Madrigal aims to begin clinical trials in the first half of 2026.该化合物目前处于开发的早期阶段，Madrigal 计划在 2026 年上半年开始临床试验。The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis (MASH). The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎（MASH）领域产品线的战略。该公司认为，将SYH2086与其已获批药物Rezdiffra结合使用，有望开发出一种每日一次的口服疗法，同时解决体重减轻和肝脏健康问题。In previous trials, modest weight loss has been shown to improve the antifibrotic effect of Rezdiffra, suggesting that combining the two treatments could enhance outcomes for MASH patients.在之前的试验中，适度的体重减轻已被证明可以增强Rezdiffra的抗纤维化效果，这表明将这两种治疗方法结合使用可能会改善MASH患者的治疗效果。CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。Source: 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以太坊概念跌势明显， BMNR、GAME跌超10%，SharpLink跌超9%\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\">2025-07-29 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，加密货币概念股多数走低，以太坊概念股跌势明显。截至发稿， <a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion Technologies Inc.</a> 、<a href=\"https://laohu8.com/S/GAME\">GameSquare</a> 跌超10%，<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 跌超9%，BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%，Strategy跌0.73%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7f28a4a7f4a0824680313d884967\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54219e906dd1b018ad839f176fcfd6f4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a340c6152f7c039469bca2fd73cb3e0e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>据市场消息，目前约有66万枚ETH（约合25.4亿美元）正等待退出以太坊PoS网络，退出等待时间约为11天11小时。与此同时，排队等待加入网络的ETH约26.3万枚，约合10.1亿美元，预计激活延迟约为4天14小时。</p><p>这一现状反映出市场存在两种相反的力量：一方面，部分质押者可能在以太坊自4月低点反弹超160%后选择落袋为安，导致退出队列激增；另一方面，受监管利好和机构需求驱动的新存入资金，也在推高进场队列，如SharpLink Gaming和Bit MineImmersion等上市公司增持ETH并进行质押。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce098a5a8abc51e3eb17c05f5724cb85","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","SBET":"SharpLink Gaming","GAME":"GameSquare"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178822174","content_text":"周二，加密货币概念股多数走低，以太坊概念股跌势明显。截至发稿， BitMine Immersion Technologies Inc. 、GameSquare 跌超10%，SharpLink Gaming 跌超9%，BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%，Strategy跌0.73%。据市场消息，目前约有66万枚ETH（约合25.4亿美元）正等待退出以太坊PoS网络，退出等待时间约为11天11小时。与此同时，排队等待加入网络的ETH约26.3万枚，约合10.1亿美元，预计激活延迟约为4天14小时。这一现状反映出市场存在两种相反的力量：一方面，部分质押者可能在以太坊自4月低点反弹超160%后选择落袋为安，导致退出队列激增；另一方面，受监管利好和机构需求驱动的新存入资金，也在推高进场队列，如SharpLink Gaming和Bit MineImmersion等上市公司增持ETH并进行质押。","news_type":1,"symbols_score_info":{"BMNR":1.1,"GAME":1.1,"SBET":1.1}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461105728675944,"gmtCreate":1753584133089,"gmtModify":1753584134764,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"是有点不不确定那个知道的","listText":"是有点不不确定那个知道的","text":"是有点不不确定那个知道的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461105728675944","repostId":"2554616627","repostType":4,"repost":{"id":"2554616627","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1753441279,"share":"https://www.laohu8.com/m/news/2554616627?lang=&edition=full","pubTime":"2025-07-25 19:01","market":"other","language":"zh","title":"马斯克，要和雷军、李想“玩儿命”了","url":"https://stock-news.laohu8.com/highlight/detail?id=2554616627","media":"TMTPost","summary":"画饼能否充饥，此刻正悬于一线。","content":"<html><head></head><body><blockquote><p>文 | 字母榜，作者 | 王子峰</p></blockquote><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。</p><p>财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”</p><p>面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。</p><p>不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽<a href=\"https://laohu8.com/S/01490\">车市</a>场的份额，尤其是在竞争激烈的中低端市场。</p><p>除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。</p><p>不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。</p><p>毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。</p><h2 id=\"id_2903241209\">01</h2><p>翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。</p><p>“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”</p><p>销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。</p><p>唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。</p><p>但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” </p><p>不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。</p><h2 id=\"id_860543679\">02</h2><p>“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。</p><p>这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。</p><p>选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。</p><p>特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。</p><p>中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品<a href=\"https://laohu8.com/S/01810\">小米</a>YU7、乐道L90等通过更高配置和更低价格蚕食份额。</p><p>目前，行业普遍看法是，特斯拉产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>推出12款新车，理想迭代了三代增程平台。</p><p>为挽回颓势，特斯拉双线出击：</p><p>一是平价走量：E80瞄准家庭用户，与<a href=\"https://laohu8.com/S/81810\">小米</a>YU7正面争夺首购群体；</p><p>二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。</p><p>后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。</p><p>有趣的是，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。</p><h2 id=\"id_3648035981\">03</h2><p>如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。</p><p>相比之下，同期<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹、<a href=\"https://laohu8.com/S/ZK\">极氪</a>001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。</p><p>这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。</p><p>尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。</p><p>难怪，马斯克寄厚望于“新车”E80。</p><p>但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”</p><p>因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着<a href=\"https://laohu8.com/S/01211\">比亚迪</a>宋PLUS DM-i、小鹏G6、<a href=\"https://laohu8.com/S/09863\">零跑</a>C11等12款月销过万的“地头蛇”，它们已构筑三重防线</p><p>首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；</p><p>其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；</p><p>最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。</p><p>另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”</p><p>这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。</p><p>“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。</p><p>这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。</p><p>而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。</p><h2 id=\"id_448950753\">04</h2><p>回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.</p><p>这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。</p><p>甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂</p><p>分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：</p><p>一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。</p><p>二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。</p><p>三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。</p><p>特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model Y证明，没有车企能靠两款车通吃十年，快速迭代才能守住份额；而且，全球化也需本土化反哺，特斯拉在印度仍然依赖上海工厂出口，而比亚迪已在巴西建厂，更早布局区域供应链。</p><p>不过，多数从业者仍对特斯拉存有敬畏：“他们真正的护城河是制造革命。”就在财报发布当天，特斯拉上海工厂悄然下线第800万辆车。流水线末端的LED屏亮起一行字：“汽车终将消失，移动机器人永生。”</p><p>或许马斯克的预言终会实现，但眼下他必须先让投资人相信：那款“减配版新车”能带特斯拉熬过这个冬天。</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，要和雷军、李想“玩儿命”了</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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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，要和雷军、李想“玩儿命”了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time\">2025-07-25 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>文 | 字母榜，作者 | 王子峰</p></blockquote><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。</p><p>财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”</p><p>面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。</p><p>不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽<a href=\"https://laohu8.com/S/01490\">车市</a>场的份额，尤其是在竞争激烈的中低端市场。</p><p>除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。</p><p>不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。</p><p>毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。</p><h2 id=\"id_2903241209\">01</h2><p>翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。</p><p>“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”</p><p>销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。</p><p>唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。</p><p>但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” </p><p>不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。</p><h2 id=\"id_860543679\">02</h2><p>“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。</p><p>这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。</p><p>选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。</p><p>特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。</p><p>中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品<a href=\"https://laohu8.com/S/01810\">小米</a>YU7、乐道L90等通过更高配置和更低价格蚕食份额。</p><p>目前，行业普遍看法是，特斯拉产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>推出12款新车，理想迭代了三代增程平台。</p><p>为挽回颓势，特斯拉双线出击：</p><p>一是平价走量：E80瞄准家庭用户，与<a href=\"https://laohu8.com/S/81810\">小米</a>YU7正面争夺首购群体；</p><p>二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。</p><p>后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。</p><p>有趣的是，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。</p><h2 id=\"id_3648035981\">03</h2><p>如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。</p><p>相比之下，同期<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹、<a href=\"https://laohu8.com/S/ZK\">极氪</a>001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。</p><p>这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。</p><p>尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。</p><p>难怪，马斯克寄厚望于“新车”E80。</p><p>但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”</p><p>因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着<a href=\"https://laohu8.com/S/01211\">比亚迪</a>宋PLUS DM-i、小鹏G6、<a href=\"https://laohu8.com/S/09863\">零跑</a>C11等12款月销过万的“地头蛇”，它们已构筑三重防线</p><p>首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；</p><p>其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；</p><p>最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。</p><p>另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”</p><p>这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。</p><p>“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。</p><p>这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。</p><p>而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。</p><h2 id=\"id_448950753\">04</h2><p>回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.</p><p>这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。</p><p>甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂</p><p>分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：</p><p>一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。</p><p>二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。</p><p>三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。</p><p>特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model Y证明，没有车企能靠两款车通吃十年，快速迭代才能守住份额；而且，全球化也需本土化反哺，特斯拉在印度仍然依赖上海工厂出口，而比亚迪已在巴西建厂，更早布局区域供应链。</p><p>不过，多数从业者仍对特斯拉存有敬畏：“他们真正的护城河是制造革命。”就在财报发布当天，特斯拉上海工厂悄然下线第800万辆车。流水线末端的LED屏亮起一行字：“汽车终将消失，移动机器人永生。”</p><p>或许马斯克的预言终会实现，但眼下他必须先让投资人相信：那款“减配版新车”能带特斯拉熬过这个冬天。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e119bfaf62ef5472764b7358e04d7f00","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tmtpost.com/7638031.html?rss=laohu8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554616627","content_text":"文 | 字母榜，作者 | 王子峰7月24日，特斯拉交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽车市场的份额，尤其是在竞争激烈的中低端市场。除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。01翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” 不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。02“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品小米YU7、乐道L90等通过更高配置和更低价格蚕食份额。目前，行业普遍看法是，特斯拉产品矩阵过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期比亚迪推出12款新车，理想迭代了三代增程平台。为挽回颓势，特斯拉双线出击：一是平价走量：E80瞄准家庭用户，与小米YU7正面争夺首购群体；二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。有趣的是，理想汽车CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”蔚来李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。03如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。相比之下，同期比亚迪海豹、极氪001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。难怪，马斯克寄厚望于“新车”E80。但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着比亚迪宋PLUS DM-i、小鹏G6、零跑C11等12款月销过万的“地头蛇”，它们已构筑三重防线首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。04回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model 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21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/62625227dda86b75506ac7ab92947d33","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133480024","content_text":"美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432836854141496,"gmtCreate":1746707224305,"gmtModify":1746709587422,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"‌<a 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href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$ &nbsp;</a>‌这个公司怎么样涨上去可以吗","text":"‌$龙湖集团(00960)$ ‌这个公司怎么样涨上去可以吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432836854141496","isVote":1,"tweetType":1,"viewCount":5847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462591071068592,"gmtCreate":1753942793363,"gmtModify":1753942794606,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 我也不知道听说要收购","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 我也不知道听说要收购","text":"$Figma(FIG)$ 我也不知道听说要收购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462591071068592","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462590033281344,"gmtCreate":1753942720200,"gmtModify":1753942721998,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"如果抖音说雷军百亿掏空市场跌下去30一股吧","listText":"如果抖音说雷军百亿掏空市场跌下去30一股吧","text":"如果抖音说雷军百亿掏空市场跌下去30一股吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462590033281344","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462090979356680,"gmtCreate":1753833358839,"gmtModify":1753833360573,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"那就是好了","listText":"那就是好了","text":"那就是好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462090979356680","repostId":"1178822174","repostType":4,"repost":{"id":"1178822174","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":1753801358,"share":"https://www.laohu8.com/m/news/1178822174?lang=&edition=full","pubTime":"2025-07-29 23:02","market":"us","language":"zh","title":"以太坊概念跌势明显， BMNR、GAME跌超10%，SharpLink跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178822174","media":"老虎资讯综合","summary":"BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%。","content":"<html><head></head><body><p>周二，加密货币概念股多数走低，以太坊概念股跌势明显。截至发稿， <a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion Technologies Inc.</a> 、<a href=\"https://laohu8.com/S/GAME\">GameSquare</a> 跌超10%，<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 跌超9%，BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%，Strategy跌0.73%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7f28a4a7f4a0824680313d884967\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54219e906dd1b018ad839f176fcfd6f4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a340c6152f7c039469bca2fd73cb3e0e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>据市场消息，目前约有66万枚ETH（约合25.4亿美元）正等待退出以太坊PoS网络，退出等待时间约为11天11小时。与此同时，排队等待加入网络的ETH约26.3万枚，约合10.1亿美元，预计激活延迟约为4天14小时。</p><p>这一现状反映出市场存在两种相反的力量：一方面，部分质押者可能在以太坊自4月低点反弹超160%后选择落袋为安，导致退出队列激增；另一方面，受监管利好和机构需求驱动的新存入资金，也在推高进场队列，如SharpLink Gaming和Bit MineImmersion等上市公司增持ETH并进行质押。</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>以太坊概念跌势明显， BMNR、GAME跌超10%，SharpLink跌超9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以太坊概念跌势明显， BMNR、GAME跌超10%，SharpLink跌超9%\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\">2025-07-29 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，加密货币概念股多数走低，以太坊概念股跌势明显。截至发稿， <a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion Technologies Inc.</a> 、<a href=\"https://laohu8.com/S/GAME\">GameSquare</a> 跌超10%，<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 跌超9%，BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%，Strategy跌0.73%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7f28a4a7f4a0824680313d884967\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54219e906dd1b018ad839f176fcfd6f4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a340c6152f7c039469bca2fd73cb3e0e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>据市场消息，目前约有66万枚ETH（约合25.4亿美元）正等待退出以太坊PoS网络，退出等待时间约为11天11小时。与此同时，排队等待加入网络的ETH约26.3万枚，约合10.1亿美元，预计激活延迟约为4天14小时。</p><p>这一现状反映出市场存在两种相反的力量：一方面，部分质押者可能在以太坊自4月低点反弹超160%后选择落袋为安，导致退出队列激增；另一方面，受监管利好和机构需求驱动的新存入资金，也在推高进场队列，如SharpLink Gaming和Bit MineImmersion等上市公司增持ETH并进行质押。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce098a5a8abc51e3eb17c05f5724cb85","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","SBET":"SharpLink Gaming","GAME":"GameSquare"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178822174","content_text":"周二，加密货币概念股多数走低，以太坊概念股跌势明显。截至发稿， BitMine Immersion Technologies Inc. 、GameSquare 跌超10%，SharpLink Gaming 跌超9%，BTCS跌4.5%，MARA跌近2%，Coinbase跌1.6%，Strategy跌0.73%。据市场消息，目前约有66万枚ETH（约合25.4亿美元）正等待退出以太坊PoS网络，退出等待时间约为11天11小时。与此同时，排队等待加入网络的ETH约26.3万枚，约合10.1亿美元，预计激活延迟约为4天14小时。这一现状反映出市场存在两种相反的力量：一方面，部分质押者可能在以太坊自4月低点反弹超160%后选择落袋为安，导致退出队列激增；另一方面，受监管利好和机构需求驱动的新存入资金，也在推高进场队列，如SharpLink Gaming和Bit MineImmersion等上市公司增持ETH并进行质押。","news_type":1,"symbols_score_info":{"BMNR":1.1,"GAME":1.1,"SBET":1.1}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461105728675944,"gmtCreate":1753584133089,"gmtModify":1753584134764,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"是有点不不确定那个知道的","listText":"是有点不不确定那个知道的","text":"是有点不不确定那个知道的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461105728675944","repostId":"2554616627","repostType":4,"repost":{"id":"2554616627","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1753441279,"share":"https://www.laohu8.com/m/news/2554616627?lang=&edition=full","pubTime":"2025-07-25 19:01","market":"other","language":"zh","title":"马斯克，要和雷军、李想“玩儿命”了","url":"https://stock-news.laohu8.com/highlight/detail?id=2554616627","media":"TMTPost","summary":"画饼能否充饥，此刻正悬于一线。","content":"<html><head></head><body><blockquote><p>文 | 字母榜，作者 | 王子峰</p></blockquote><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。</p><p>财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”</p><p>面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。</p><p>不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽<a href=\"https://laohu8.com/S/01490\">车市</a>场的份额，尤其是在竞争激烈的中低端市场。</p><p>除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。</p><p>不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。</p><p>毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。</p><h2 id=\"id_2903241209\">01</h2><p>翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。</p><p>“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”</p><p>销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。</p><p>唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。</p><p>但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” </p><p>不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。</p><h2 id=\"id_860543679\">02</h2><p>“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。</p><p>这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。</p><p>选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。</p><p>特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。</p><p>中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品<a href=\"https://laohu8.com/S/01810\">小米</a>YU7、乐道L90等通过更高配置和更低价格蚕食份额。</p><p>目前，行业普遍看法是，特斯拉产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>推出12款新车，理想迭代了三代增程平台。</p><p>为挽回颓势，特斯拉双线出击：</p><p>一是平价走量：E80瞄准家庭用户，与<a href=\"https://laohu8.com/S/81810\">小米</a>YU7正面争夺首购群体；</p><p>二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。</p><p>后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。</p><p>有趣的是，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。</p><h2 id=\"id_3648035981\">03</h2><p>如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。</p><p>相比之下，同期<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹、<a href=\"https://laohu8.com/S/ZK\">极氪</a>001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。</p><p>这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。</p><p>尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。</p><p>难怪，马斯克寄厚望于“新车”E80。</p><p>但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”</p><p>因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着<a href=\"https://laohu8.com/S/01211\">比亚迪</a>宋PLUS DM-i、小鹏G6、<a href=\"https://laohu8.com/S/09863\">零跑</a>C11等12款月销过万的“地头蛇”，它们已构筑三重防线</p><p>首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；</p><p>其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；</p><p>最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。</p><p>另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”</p><p>这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。</p><p>“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。</p><p>这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。</p><p>而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。</p><h2 id=\"id_448950753\">04</h2><p>回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.</p><p>这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。</p><p>甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂</p><p>分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：</p><p>一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。</p><p>二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。</p><p>三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。</p><p>特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model Y证明，没有车企能靠两款车通吃十年，快速迭代才能守住份额；而且，全球化也需本土化反哺，特斯拉在印度仍然依赖上海工厂出口，而比亚迪已在巴西建厂，更早布局区域供应链。</p><p>不过，多数从业者仍对特斯拉存有敬畏：“他们真正的护城河是制造革命。”就在财报发布当天，特斯拉上海工厂悄然下线第800万辆车。流水线末端的LED屏亮起一行字：“汽车终将消失，移动机器人永生。”</p><p>或许马斯克的预言终会实现，但眼下他必须先让投资人相信：那款“减配版新车”能带特斯拉熬过这个冬天。</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，要和雷军、李想“玩儿命”了</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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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，要和雷军、李想“玩儿命”了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time\">2025-07-25 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>文 | 字母榜，作者 | 王子峰</p></blockquote><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。</p><p>财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”</p><p>面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。</p><p>不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽<a href=\"https://laohu8.com/S/01490\">车市</a>场的份额，尤其是在竞争激烈的中低端市场。</p><p>除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。</p><p>不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。</p><p>毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。</p><h2 id=\"id_2903241209\">01</h2><p>翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。</p><p>“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”</p><p>销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。</p><p>唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。</p><p>但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” </p><p>不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。</p><h2 id=\"id_860543679\">02</h2><p>“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。</p><p>这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。</p><p>选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。</p><p>特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。</p><p>中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品<a href=\"https://laohu8.com/S/01810\">小米</a>YU7、乐道L90等通过更高配置和更低价格蚕食份额。</p><p>目前，行业普遍看法是，特斯拉产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>推出12款新车，理想迭代了三代增程平台。</p><p>为挽回颓势，特斯拉双线出击：</p><p>一是平价走量：E80瞄准家庭用户，与<a href=\"https://laohu8.com/S/81810\">小米</a>YU7正面争夺首购群体；</p><p>二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。</p><p>后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。</p><p>有趣的是，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。</p><h2 id=\"id_3648035981\">03</h2><p>如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。</p><p>相比之下，同期<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹、<a href=\"https://laohu8.com/S/ZK\">极氪</a>001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。</p><p>这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。</p><p>尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。</p><p>难怪，马斯克寄厚望于“新车”E80。</p><p>但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”</p><p>因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着<a href=\"https://laohu8.com/S/01211\">比亚迪</a>宋PLUS DM-i、小鹏G6、<a href=\"https://laohu8.com/S/09863\">零跑</a>C11等12款月销过万的“地头蛇”，它们已构筑三重防线</p><p>首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；</p><p>其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；</p><p>最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。</p><p>另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”</p><p>这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。</p><p>“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。</p><p>这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。</p><p>而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。</p><h2 id=\"id_448950753\">04</h2><p>回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.</p><p>这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。</p><p>甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂</p><p>分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：</p><p>一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。</p><p>二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。</p><p>三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。</p><p>特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model Y证明，没有车企能靠两款车通吃十年，快速迭代才能守住份额；而且，全球化也需本土化反哺，特斯拉在印度仍然依赖上海工厂出口，而比亚迪已在巴西建厂，更早布局区域供应链。</p><p>不过，多数从业者仍对特斯拉存有敬畏：“他们真正的护城河是制造革命。”就在财报发布当天，特斯拉上海工厂悄然下线第800万辆车。流水线末端的LED屏亮起一行字：“汽车终将消失，移动机器人永生。”</p><p>或许马斯克的预言终会实现，但眼下他必须先让投资人相信：那款“减配版新车”能带特斯拉熬过这个冬天。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e119bfaf62ef5472764b7358e04d7f00","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tmtpost.com/7638031.html?rss=laohu8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554616627","content_text":"文 | 字母榜，作者 | 王子峰7月24日，特斯拉交出2025年Q2成绩单：营收225亿美元同比下滑12%，净利润11.72亿美元缩水16%，全球交付量38.4万辆暴跌13.5%——这是特斯拉连续第二个季度两位数下滑，也是十年来最严重的交付萎缩。财报发布后盘后股价应声大跌超8%。市场用脚投票的背后，是财报数据中显露的悲观预警：“系好安全带，未来几个季度可能会很艰难。”面对这份并不理想的财报，特斯拉 CEO 马斯克在财报电话会议上，依旧给投资者们画了一张大饼。他表示，特斯拉正在积极推进多个具有潜力的项目，其中最引人注目的当属一款 “更实惠车型”的进展。不过，根据马斯克的描述，投资者很快发现，这款被外界广泛关注的 “更实惠车型”，其实是 Model Y 的新版本，已于今年 6 月开始在美国初步生产，预计下半年将大规模量产。按照计划，这款车型将凭借其亲民的价格，进一步扩大特斯拉在全球汽车市场的份额，尤其是在竞争激烈的中低端市场。除了这款 “更实惠车型”，马斯克还提及了特斯拉在 Robotaxi（自动驾驶出租车）、人形机器人 Optimus 以及无监督的 FSD（完全自动驾驶）等领域的进展。他强调，这些项目将成为特斯拉未来增长的重要驱动力，尽管目前面临诸多挑战，但前景十分广阔。不过，市场对于马斯克描绘的蓝图，反应却很冷淡。毕竟，特斯拉在过去几年里，在汽车技术创新和业务拓展方面多少有些泛善可陈，却始终面临着诸多现实问题，如销量增长放缓、盈利能力下滑、竞争压力加剧等。在这样的背景下，投资者更希望看到特斯拉能够拿出切实可行的解决方案，扭转当前的不利局面。毕竟， 这种“用未来对冲当下”的策略，很容易让人回想起，四年前特斯拉在Cybertruck发布会上大肆宣传不锈钢原型车的情景——画饼能否充饥，此刻正悬于一线。01翻开特斯拉Q2财报，几乎每项核心指标都在退步。汽车业务营收166.6亿美元同比萎缩16%，成为拖累总营收的主力；曾被寄予厚望的储能业务收入27.9亿美元也罕见下跌7%。更严峻的是现金流——自由现金流仅剩1.46亿美元，同比蒸发89%，比市场预期低了81%。“这好像是用漏水的水桶打水。”上海某证券公司汽车分析师王敏如此评价，“促销手段用尽，0利率贷款、送FSD试用都拉不动需求了。”销量滑坡背后有双重绞索。在北美，特朗普力推的《大而美法案》威胁取消7500美元电动车税收抵免，直接打击Model 3等入门车型的价格竞争力。而在最大海外市场中国，特斯拉上半年零售销量26.3万辆，同比下滑5.4%，成为新能源销量前十品牌中唯一下滑者。更让管理层焦虑的是“碳积分”生意遇冷——本季度该项收入仅4.39亿美元，同比腰斩51%。若剔除这部分收益，特斯拉Q2实际已陷入亏损边缘。唯一亮色来自毛利率。17.2%的数字高于市场预期的16.5%，主要得益于电池原材料降价和上海工厂成本管控。但这未能掩盖战略转型的阵痛。“特斯拉的估值逻辑正在重构，”汽车行业资深分析师陈超对字母榜（ID:wujicaijing）分析，“过去按电动车销量算PE，现在投资人更关心FSD订阅率、Robotaxi里程数和Dojo芯片算力。” 不过，这种转变恰恰解释了为何华尔街网红基金经理“木头姐”（Cathie Wood）逆势加仓——过去三周，她的ARK基金连续7次买入特斯拉股票，押注AI叙事终将兑现。02“消费者不是不想要特斯拉，是买不起！”马斯克在电话会上的这句话，揭开了平价车型的战略底牌。这款被内部称为“E80”的所谓新车，实则是现款Model Y的减法产物：缩小电池容量、采用低成本内饰、取消部分智能硬件，目标是将起售价拉至人民币15——17万元区间。选择Model Y而非全新平台，暴露了特斯拉的急迫。2024年初，代号NV91的2.5万美元车型项目被曝中止，如今简化版Model Y更像退而求其次的急救方案。特斯拉工程副总裁Lars Moravy坦言：“新车型产能年底才能爬坡。” 这个时间点暗藏玄机——美国电动车税收抵免可能在9月底取消，特斯拉需先清库存，再推平价车。中国市场成为关键战场。上半年，Model Y在华销量同比暴跌17.5%，竞品小米YU7、乐道L90等通过更高配置和更低价格蚕食份额。目前，行业普遍看法是，特斯拉产品矩阵过于单薄，仅靠Model 3/Y两款主力车型苦撑四年，而同期比亚迪推出12款新车，理想迭代了三代增程平台。为挽回颓势，特斯拉双线出击：一是平价走量：E80瞄准家庭用户，与小米YU7正面争夺首购群体；二是高端卡位：大六座SUV Model Y L秋季上市，定价40万切入理想L9腹地。后者的申报信息显示，车长拉伸至4976mm，轴距达3040mm，比现款Y多出150mm，直接解决现款被诟病的“后排小板凳”痛点。有趣的是，理想汽车CEO李想第一时间在微博喊话：“欢迎关注我们的5座车i6！”蔚来李斌则借势宣传乐道L90。这种罕见的互动，暗示新势力已将战火烧到特斯拉最后的堡垒——高端纯电SUV。03如果从2021年Cybertruck交付算起，特斯拉已四年未推出全新车型。相比之下，同期比亚迪海豹、极氪001、问界M9等产品完成两轮迭代。“马斯克把创新精力都分散到推特和火箭上了。”独立汽车分析师张宇辰略带讽刺地说。当中国车企卷800V超充、城区NOA时，特斯拉的改款仅限增加续航、换装轮毂。这种停滞在财报中已有预警。2024年特斯拉全球交付量同比下跌1.1%，是十年来首度负增长；2025年上半年跌幅扩大至13.3%。尤其在欧洲，大众以28.1%的份额碾压特斯拉的第五名，奥迪也完成反超。难怪，马斯克寄厚望于“新车”E80。但有接近特斯拉的业内观察人士却很不看好E80的前景：“这不是创新，而是断臂求生。至少在中国市场，有点危险。”因为，降价后的E80将一头坠入中国车市最血腥的价格带：15-17万元区间密集分布着比亚迪宋PLUS DM-i、小鹏G6、零跑C11等12款月销过万的“地头蛇”，它们已构筑三重防线首先是配置碾压：同价位的极氪7X标配5C超充（5分钟补能241km）+激光雷达，E80仅支持3C充电，智驾硬件停留在HW3.0；其次是本土化体验：华为ADS 3.0已在全国400城开通无图智驾，小鹏XNGP能学习用户通勤路线——而特斯拉FSD连上海高架都未覆盖；最后是隐形成本：目前，Model Y年均保险费用比竞品高18%，维修周期长5天，二手车残损率高出10个百分点。E80也可照此推测。另一方面，特斯拉在下沉市场的品牌光环似乎在消退。河南某三线城市汽贸城老板发现：“现在年轻人进门就问，有没有和小米一样的车，特斯拉标牌不如三年前好使了。”这种认知转变直接反映在数据上：2024年起小米汽车用户关注度反超特斯拉，差距持续拉大。“特斯拉正在经历奢侈品牌大众化的经典阵痛。”清华大学汽车产业战略研究院院长赵福全指出。当E80年销目标锁定50万辆（占特斯拉全球销量35%），其用户画像已从“年薪百万科技新贵”转向“月薪八千工薪族”。这种转变撕裂着品牌价值。此前就有消息爆出，某高端小区物业最近拒绝Model Y进入地库，理由竟是“怕拉低楼盘档次”。而网约车公司批量采购订单（占E80预估销量15%）可能进一步削弱其消费属性。04回看特斯拉产品史，会发现一个危险的周期律：每款爆红车型后必伴随漫长空窗期。Model S（2012）到Model 3（2017）间隔5年，Model 3到Model Y（2019）又隔2年——而Model Y之后，整整六年没有全新量产车.这种断层正被对手疯狂利用。比亚迪e平台3.0实现充电5分钟续航300公里，华为DriveONE电驱系统功率密度比特斯拉高27%。甚至连成本控制这一特斯拉“祖传优势”也遭挑战。小米SU7采用一体化压铸后底板，零件数减少40%，工时缩短38%——效率反超特斯拉上海工厂分析师陈超认为，综合产能爬坡速度与竞争态势，E80的销量前景很可能呈现三个可能路径：一是，短期输血（2025Q4-2026Q2）：依托品牌余温，首年销量有望达25-35万辆，拉动特斯拉全球份额回升至12%。但代价也很惨重：单车毛利可能降至16%（现款22%），汽车业务利润率被压缩至危险区间。二是，中期胶着（2026Q3后）：随着理想L6（起售25.98万）、比亚迪海狮07杀入20万区间，E80的配置劣势将被放大。奥纬咨询测算，其市场份额将在2026年底回落至8%，接近现款低谷水平。三是，长期困局（2027年后）：若FSD本土化、4680电池量产等战略节点延宕，特斯拉可能彻底沦为“电动时代的大众”——规模犹在，但失去定价权和创新光环。特斯拉的表现不佳的财报给同行们提供了一面镜子。某自主品牌战略部负责人向字母榜（ID:wujicaijing）表示，目前看，特斯拉单品爆款模式失效了：Model Y证明，没有车企能靠两款车通吃十年，快速迭代才能守住份额；而且，全球化也需本土化反哺，特斯拉在印度仍然依赖上海工厂出口，而比亚迪已在巴西建厂，更早布局区域供应链。不过，多数从业者仍对特斯拉存有敬畏：“他们真正的护城河是制造革命。”就在财报发布当天，特斯拉上海工厂悄然下线第800万辆车。流水线末端的LED屏亮起一行字：“汽车终将消失，移动机器人永生。”或许马斯克的预言终会实现，但眼下他必须先让投资人相信：那款“减配版新车”能带特斯拉熬过这个冬天。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461107656675792,"gmtCreate":1753584070233,"gmtModify":1753584072130,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"一些思想不太可能在社会我也不清楚事情还是怀疑","listText":"一些思想不太可能在社会我也不清楚事情还是怀疑","text":"一些思想不太可能在社会我也不清楚事情还是怀疑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461107656675792","repostId":"1133480024","repostType":4,"repost":{"id":"1133480024","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":1753449015,"share":"https://www.laohu8.com/m/news/1133480024?lang=&edition=full","pubTime":"2025-07-25 21:10","market":"us","language":"zh","title":"美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1133480024","media":"老虎资讯综合","summary":"美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。","content":"<html><head></head><body><p>美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。<br/></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>美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息</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美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息\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\">2025-07-25 21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/62625227dda86b75506ac7ab92947d33","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133480024","content_text":"美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息；他还表示，一些贸易协议将通过信函的形式完成，关税信函将在周五发出；并考虑向低收入美国人发放退税支票。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462928287973608,"gmtCreate":1754025532783,"gmtModify":1754025533899,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"<a 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反正涨不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462928287973608","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462846768488944,"gmtCreate":1754005083020,"gmtModify":1754005084740,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"哪来的钱啊","listText":"哪来的钱啊","text":"哪来的钱啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462846768488944","repostId":"1101752706","repostType":2,"repost":{"id":"1101752706","kind":"news","pubTimestamp":1754003669,"share":"https://www.laohu8.com/m/news/1101752706?lang=&edition=full","pubTime":"2025-08-01 07:14","market":"us","language":"zh","title":"特朗普签署行政令：确定新“对等关税”，税率自10%至41%不等","url":"https://stock-news.laohu8.com/highlight/detail?id=1101752706","media":"央视新闻客户端","summary":"当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率从25%上调至35%，新关税将于8月1日生效。白宫方面还表示，特朗普认为有必要调整对部分国家的“对等关税”税率。行政令明确列及的国家将适用其中规定的关税，未列入的国家则统一征收10%关税。","content":"<html><head></head><body><p style=\"text-align: justify;\">美国总统特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等。</p><p style=\"text-align: justify;\">根据该行政令，叙利亚被征收的“对等关税”税率最高，定为41%，缅甸、老挝定为40%；巴西、英国关税最低，定为10%。多数国家及地区的关税税率定为15%，包括日本、韩国。对越南关税税率定为20%。另外，针对欧盟国家，若商品现行关税低于15%，将补足至15%；高于15%的不再追加。</p><p style=\"text-align: justify;\"><strong>白宫：特朗普已签署行政令，将对加拿大关税税率上调至35%</strong></p><p style=\"text-align: justify;\">当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率从25%上调至35%，新关税将于8月1日生效。</p><p style=\"text-align: justify;\">白宫在声明中指出，此次加税是“为应对加拿大持续的不作为和报复行为”，并称总统“认定有必要以提高税率的方式，有效应对当前的紧急局势”。</p><p style=\"text-align: justify;\">白宫方面还表示，该举措是特朗普政府近期一系列关税调整的一部分。此前，白宫还发布行政令，对部分国家重新设定“对等关税”税率标准：行政令附件1中列明国家将适用个别税率，未列明国家则统一适用10%的税率；如有国家或地区通过第三地转运方式规避关税，其商品将被征收40%的转运税。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普签署行政令：确定新“对等关税”，税率自10%至41%不等</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普签署行政令：确定新“对等关税”，税率自10%至41%不等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 07:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等。根据该行政令，叙利亚被征收的“对等关税”税率最高，定为41%，缅甸、老挝定为40%；巴西、英国关税最低，定为10%。多数国家及地区的关税税率定为15%，包括日本、韩国。对越南关税税率定为20%。另外，针对欧盟国家，若商品现行关税低于15%，将补足至15%；高于15%的不再追加。白宫：特朗普已签署...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f499588c7be5bc81b56215ca1b498e23","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=9536278986008708388&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101752706","content_text":"美国总统特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等。根据该行政令，叙利亚被征收的“对等关税”税率最高，定为41%，缅甸、老挝定为40%；巴西、英国关税最低，定为10%。多数国家及地区的关税税率定为15%，包括日本、韩国。对越南关税税率定为20%。另外，针对欧盟国家，若商品现行关税低于15%，将补足至15%；高于15%的不再追加。白宫：特朗普已签署行政令，将对加拿大关税税率上调至35%当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率从25%上调至35%，新关税将于8月1日生效。白宫在声明中指出，此次加税是“为应对加拿大持续的不作为和报复行为”，并称总统“认定有必要以提高税率的方式，有效应对当前的紧急局势”。白宫方面还表示，该举措是特朗普政府近期一系列关税调整的一部分。此前，白宫还发布行政令，对部分国家重新设定“对等关税”税率标准：行政令附件1中列明国家将适用个别税率，未列明国家则统一适用10%的税率；如有国家或地区通过第三地转运方式规避关税，其商品将被征收40%的转运税。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462845432291440,"gmtCreate":1754004862890,"gmtModify":1754004864786,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"在哪儿看见的","listText":"在哪儿看见的","text":"在哪儿看见的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462845432291440","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462845036540296,"gmtCreate":1754004856505,"gmtModify":1754004858370,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"这个奥多比要收购这个公司干什么问问","listText":"这个奥多比要收购这个公司干什么问问","text":"这个奥多比要收购这个公司干什么问问","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462845036540296","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462840819486808,"gmtCreate":1754004361016,"gmtModify":1754004362791,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"这个是不是和区块链技术有关系吗？","listText":"这个是不是和区块链技术有关系吗？","text":"这个是不是和区块链技术有关系吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462840819486808","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462713047507088,"gmtCreate":1753973125689,"gmtModify":1753973127347,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"土豪","listText":"土豪","text":"土豪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462713047507088","repostId":"1104715342","repostType":4,"repost":{"id":"1104715342","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":1753970767,"share":"https://www.laohu8.com/m/news/1104715342?lang=&edition=full","pubTime":"2025-07-31 22:06","market":"us","language":"zh","title":"甲骨文再创新高，董事长净资产达3000亿美元，仅次于马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1104715342","media":"老虎资讯综合","summary":"巩固其全球第二富豪的地位。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 盘初涨2.5%，再创历史新高，总市值超过7200亿美元。其联合创始人兼董事长拉里埃里森（Larry Ellison）净资产达到3000亿美元，进一步巩固其全球第二富豪的地位，仅次于马斯克的3637亿美元身价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c2cc36d3bac0299fd0890dde9d3ee56\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>甲骨文再创新高，董事长净资产达3000亿美元，仅次于马斯克</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文再创新高，董事长净资产达3000亿美元，仅次于马斯克\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\">2025-07-31 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 盘初涨2.5%，再创历史新高，总市值超过7200亿美元。其联合创始人兼董事长拉里埃里森（Larry Ellison）净资产达到3000亿美元，进一步巩固其全球第二富豪的地位，仅次于马斯克的3637亿美元身价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c2cc36d3bac0299fd0890dde9d3ee56\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104715342","content_text":"周四， 甲骨文 盘初涨2.5%，再创历史新高，总市值超过7200亿美元。其联合创始人兼董事长拉里埃里森（Larry Ellison）净资产达到3000亿美元，进一步巩固其全球第二富豪的地位，仅次于马斯克的3637亿美元身价。","news_type":1,"symbols_score_info":{"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462592583905280,"gmtCreate":1753973071290,"gmtModify":1753973073230,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"微软股票强应该可以购买不错哦买","listText":"微软股票强应该可以购买不错哦买","text":"微软股票强应该可以购买不错哦买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462592583905280","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462646744924232,"gmtCreate":1753956993908,"gmtModify":1753957005961,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"都归政府投资了","listText":"都归政府投资了","text":"都归政府投资了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462646744924232","repostId":"2555025330","repostType":2,"repost":{"id":"2555025330","kind":"news","pubTimestamp":1753946880,"share":"https://www.laohu8.com/m/news/2555025330?lang=&edition=full","pubTime":"2025-07-31 15:28","market":"us","language":"zh","title":"Madrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist","url":"https://stock-news.laohu8.com/highlight/detail?id=2555025330","media":"动脉网","summary":"The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis . The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎领域产品线的战略。CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MDGL\">Madrigal Pharmaceuticals</a> has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from orforglipron.</p><p>Madrigal Pharmaceuticals 已与<a href=\"https://laohu8.com/S/01093\">石药集团</a>达成了一项关于 SYH2086 的全球独家许可协议，SYH2086 是一种源自 orforglipron 的临床前口服小分子 GLP-1 受体激动剂。</p><p>Metabolic dysfunction-associated steatohepatitis (MASH), previously referred to as nonalcoholic steatohepatitis (NASH), is a progressive liver disease that can lead to serious complications such as cirrhosis, liver failure, liver cancer, and premature death. It is currently the primary cause of liver transplantation in women and the second most common reason overall in the <a href=\"https://laohu8.com/S/UBCP\">United</a> States.</p><p>代谢功能障碍相关脂肪性肝炎（MASH），以前称为非酒精性脂肪性肝炎（NASH），是一种进展性肝病，可能导致严重并发症，如肝硬化、肝衰竭、肝癌和早逝。目前，它是女性肝移植的主要原因，在美国也是总体上第二大常见原因。</p><p>In Europe, MASH is the fastest-growing cause of liver transplant procedures..</p><p>在欧洲，MASH 是肝移植手术增长最快的原因。</p><p>The compound is currently in the early stages of development, and Madrigal aims to begin clinical trials in the first half of 2026.</p><p>该化合物目前处于开发的早期阶段，Madrigal 计划在 2026 年上半年开始临床试验。</p><p>The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis (MASH). The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .</p><p>该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎（MASH）领域产品线的战略。该公司认为，将SYH2086与其已获批药物Rezdiffra结合使用，有望开发出一种每日一次的口服疗法，同时解决体重减轻和肝脏健康问题。</p><p>In previous trials, modest weight loss has been shown to improve the antifibrotic effect of Rezdiffra, suggesting that combining the two treatments could enhance outcomes for MASH patients.</p><p>在之前的试验中，适度的体重减轻已被证明可以增强Rezdiffra的抗纤维化效果，这表明将这两种治疗方法结合使用可能会改善MASH患者的治疗效果。</p><p>CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.</p><p>石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。</p><p>Source: madrigalpharma.com</p><p>来源：madrigalpharma.com</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>Madrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist</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\">\nMadrigal制药公司与CSPC就口服GLP-1激动剂达成协议Madrigal Pharmaceuticals Enters into Agreement with CSPC for Oral GLP-1 Agonist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b><strong>动脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Madrigal Pharmaceuticals has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4590":"PTP","BK4585":"ETF&股票定投概念","01093":"石药集团","MDGL":"Madrigal Pharmaceuticals, Inc.","GLP":"Global Partners Lp","BK4139":"生物科技","BK4144":"石油与天然气的储存和运输"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731154235972988ce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555025330","content_text":"Madrigal Pharmaceuticals has entered into an exclusive global licensing agreement with CSPC Pharmaceutical Group for SYH2086, a preclinical oral small molecule GLP-1 receptor agonist derived from orforglipron.Madrigal Pharmaceuticals 已与石药集团达成了一项关于 SYH2086 的全球独家许可协议，SYH2086 是一种源自 orforglipron 的临床前口服小分子 GLP-1 受体激动剂。Metabolic dysfunction-associated steatohepatitis (MASH), previously referred to as nonalcoholic steatohepatitis (NASH), is a progressive liver disease that can lead to serious complications such as cirrhosis, liver failure, liver cancer, and premature death. It is currently the primary cause of liver transplantation in women and the second most common reason overall in the United States.代谢功能障碍相关脂肪性肝炎（MASH），以前称为非酒精性脂肪性肝炎（NASH），是一种进展性肝病，可能导致严重并发症，如肝硬化、肝衰竭、肝癌和早逝。目前，它是女性肝移植的主要原因，在美国也是总体上第二大常见原因。In Europe, MASH is the fastest-growing cause of liver transplant procedures..在欧洲，MASH 是肝移植手术增长最快的原因。The compound is currently in the early stages of development, and Madrigal aims to begin clinical trials in the first half of 2026.该化合物目前处于开发的早期阶段，Madrigal 计划在 2026 年上半年开始临床试验。The agreement supports Madrigal’s strategy to strengthen its pipeline in metabolic dysfunction-associated steatohepatitis (MASH). The company sees potential in combining SYH2086 with its approved drug, Rezdiffra, to create a once-daily oral treatment that addresses both weight reduction and liver health. .该协议支持了Madrigal加强其在代谢功能障碍相关脂肪性肝炎（MASH）领域产品线的战略。该公司认为，将SYH2086与其已获批药物Rezdiffra结合使用，有望开发出一种每日一次的口服疗法，同时解决体重减轻和肝脏健康问题。In previous trials, modest weight loss has been shown to improve the antifibrotic effect of Rezdiffra, suggesting that combining the two treatments could enhance outcomes for MASH patients.在之前的试验中，适度的体重减轻已被证明可以增强Rezdiffra的抗纤维化效果，这表明将这两种治疗方法结合使用可能会改善MASH患者的治疗效果。CSPC expressed confidence in Madrigal’s ability to advance SYH2086 through development and deliver benefits to patients globally.石药集团表示，相信Madrigal公司有能力推动SYH2086的研发，并为全球患者带来益处。Source: madrigalpharma.com来源：madrigalpharma.com","news_type":1,"symbols_score_info":{"01093":0.9,"GLP":1,"MDGL":0.9}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462647459184968,"gmtCreate":1753956903726,"gmtModify":1753956906446,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"27","listText":"27","text":"27","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462647459184968","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462596753310088,"gmtCreate":1753944240482,"gmtModify":1753944242347,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"不知道什么意思呐","listText":"不知道什么意思呐","text":"不知道什么意思呐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462596753310088","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462596166279552,"gmtCreate":1753944055034,"gmtModify":1753944056864,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"欢迎投资这个股票","listText":"欢迎投资这个股票","text":"欢迎投资这个股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462596166279552","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462590915580064,"gmtCreate":1753943290781,"gmtModify":1753943292592,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"godnot teper","listText":"godnot teper","text":"godnot teper","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462590915580064","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462588787044912,"gmtCreate":1753942767600,"gmtModify":1753942769571,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"罗布斯","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"htmlText":"不喜欢科技股 我也不知道了","listText":"不喜欢科技股 我也不知道了","text":"不喜欢科技股 我也不知道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462588787044912","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}