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知足常乐bhx

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知足常乐bhx

10-07

我的信仰股特斯拉，英伟达，坚决持有！

知足常乐bhx

10-07

花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。

价格能在20万以内吗？特斯拉“廉价版Model Y”曝光了

知足常乐bhx

09-30

耐心持有到600

知足常乐bhx

06-23

因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！

特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来

知足常乐bhx

05-12

说说你对这篇新闻的看法...

抱歉，原内容已删除

知足常乐bhx

04-28

410元指日可待，特斯拉从来没让我们失望过！

知足常乐bhx

03-21

跌就是机会，短期看跌，长期看涨！

知足常乐bhx

02-14

大胆持有，相信马斯克！

特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？

知足常乐bhx

01-27

机会来了！

知足常乐bhx

01-27

竟然都信了[开心]

知足常乐bhx

01-17

$特斯拉(TSLA)$ 坚信马斯克，长期持有！

知足常乐bhx

01-14

$特斯拉(TSLA)$ 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！

知足常乐bhx

01-02

进场的好机会！

异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大

知足常乐bhx

2024-12-20

$特斯拉(TSLA)$ 特斯拉和英伟达都是有前途的优势股票，坚定看好！

知足常乐bhx

2024-12-19

600没问题，坚定持有！

知足常乐bhx

2024-12-12

还是特斯拉

知足常乐bhx

2024-11-22

$英伟达(NVDA)$ 看好英伟达，长期持有！

知足常乐bhx

2024-11-07

$特斯拉(TSLA)$ 300不止，肯定还要往上走

知足常乐bhx

2024-11-06

特斯拉将飞起来！

Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克

去老虎APP查看更多动态

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特斯拉，英伟达，坚决持有！","listText":"我的信仰股 特斯拉，英伟达，坚决持有！","text":"我的信仰股 特斯拉，英伟达，坚决持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486679143133568","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486481087099080,"gmtCreate":1759798891454,"gmtModify":1759798893963,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","listText":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","text":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486481087099080","repostId":"2573107756","repostType":2,"repost":{"id":"2573107756","kind":"news","pubTimestamp":1759685348,"share":"https://www.laohu8.com/m/news/2573107756?lang=&edition=full","pubTime":"2025-10-06 01:29","market":"us","language":"zh","title":"价格能在20万以内吗？特斯拉“廉价版Model Y”曝光了","url":"https://stock-news.laohu8.com/highlight/detail?id=2573107756","media":"车联新生态","summary":"预计新车将于四季度上市。","content":"<html><head></head><body><p>日前，网络上曝光了廉价版<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y的无伪装谍照，与此前曝光的一组带有伪装的测试车谍照视频相吻合。<strong>据了解，廉价版特斯拉Model Y的内部代号为E41，相比现款Model Y配置上会大幅缩水，从而降低市场定价，预计新车将于四季度上市。</strong></p><p>截至发稿，特斯拉盘前涨幅超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18de478ec445f3e476b7b2aba85f56a1\" tg-width=\"445\" tg-height=\"125\"/></p><p>从谍照来看，廉价版Model Y取消贯穿式车灯设计，同时也不再采用分体式车灯样式，仅保留两个简约的长条形车灯。前包围处依然设计有贯穿式的通风口。新车依旧采用Model Y的五门设计，但看起来尺寸相对紧凑，尾灯取消漫反射的车灯设计，但保留贯穿式尾灯样式，尾部看上去更简洁，新车将会采用更小的18英寸轮圈，电动折叠后视镜改为手动，可调悬架改为固定悬架。此外，全景玻璃天幕被常规金属车顶取代，且没有设计天窗，虽然这样在一定程度上解决了全景天窗夏天暴晒的问题，但也牺牲了车辆的通透性和视野。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e87454134bce84a0081ea83322cb3e37\" tg-width=\"1080\" tg-height=\"615\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6aee360c4928ccdd678cd5700de5017a\" tg-width=\"1080\" tg-height=\"687\"/></p><p>另外，座椅、内饰等方面也有所减配，新车依旧采用一块悬浮式中控屏，方向盘后侧增加转向灯拨杆，但是仍然采用换挡拨杆；中控台下方改为中央通道；取消全景天幕和后排屏幕；后排腿部空间变小，座椅侧翼改为织物面料；扬声器的数量也有所减少；取消车内的迎宾灯和氛围灯，仅保留脚部照明灯，取消后排的空调出风口，电动座椅调节功能也将减少功能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886ccbc1007adf0ccccbb14a7eec7b90\" tg-width=\"1080\" tg-height=\"1440\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19f31d923b5643f359ece5302e9f62f0\" tg-width=\"1000\" tg-height=\"608\"/></p><p>动力方面，新车还会有后轮驱动版和全轮驱动版，但可能电机的参数与现款Model Y有差异，取消胎压监测，悬架系统也可能有所降级，当然，最值得减配的可能是电池的大小，续航里程也可能会降低。</p><p>市场普遍预测，廉价版Model Y在中国市场的定价约在20万元左右，相比目前26.35万元的后轮驱动版，以及31.35万元全轮驱动版，其降价幅度较为明显。当然，最终定价还需要官方确认，而Model Y的竞争对手主要也是来自新势力，例如小鹏G7、乐道L60、<a href=\"https://laohu8.com/S/ZK\">极氪</a>7X、问界M5等纯电中型SUV。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f13bc84952043ae4486837a3f4c4362c\" tg-width=\"1080\" tg-height=\"521\"/></p><p>廉价版Model Y的推出，在一定程度上改变了特斯拉当前产品布局。自国产以来，特斯拉只推出了Model 3和Model Y两款国产车，价格主要集中在20-30万元区间，最开始国产品牌在这一市场的布局较少，使得特斯拉在国内占据了先机，但随着越来越多的品牌在这一市场布局，不仅价格比特斯拉低，配置还比特斯拉丰富，特斯拉在国内市场的压力越来越大。而廉价版Model Y的推出，从某种程度上确实可以提升特斯拉在中国市场的销量，毕竟对于消费者来说，价格还是影响消费者购车决策的关键因素之一，特斯拉以往的车型价格可能让他们望而却步，但廉价版Model Y的出现，让他们离拥有一辆特斯拉的梦想更近了一步。</p><p>不过，押注“简化版”并非长远之策，特斯拉的市场份额提升了，但是利润也会同步下滑，同时配置上也会存在更多短板，与对手之间的差距也越来越大，如何在保证价格优势的同时，提升产品的综合竞争力，满足消费者日益多样化的需求，是特斯拉需要拼合的问题。</p></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>价格能在20万以内吗？特斯拉“廉价版Model Y”曝光了</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; 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价格能在20万以内吗？特斯拉“廉价版Model Y”曝光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-06 01:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251006013109a6adfa06&s=b><strong>车联新生态</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，网络上曝光了廉价版特斯拉Model Y的无伪装谍照，与此前曝光的一组带有伪装的测试车谍照视频相吻合。据了解，廉价版特斯拉Model Y的内部代号为E41，相比现款Model Y配置上会大幅缩水，从而降低市场定价，预计新车将于四季度上市。截至发稿，特斯拉盘前涨幅超2%。从谍照来看，廉价版Model Y取消贯穿式车灯设计，同时也不再采用分体式车灯样式，仅保留两个简约的长条形车灯。前包围处依然设计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251006013109a6adfa06&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e87454134bce84a0081ea83322cb3e37","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251006013109a6adfa06&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2573107756","content_text":"日前，网络上曝光了廉价版特斯拉Model Y的无伪装谍照，与此前曝光的一组带有伪装的测试车谍照视频相吻合。据了解，廉价版特斯拉Model Y的内部代号为E41，相比现款Model Y配置上会大幅缩水，从而降低市场定价，预计新车将于四季度上市。截至发稿，特斯拉盘前涨幅超2%。从谍照来看，廉价版Model Y取消贯穿式车灯设计，同时也不再采用分体式车灯样式，仅保留两个简约的长条形车灯。前包围处依然设计有贯穿式的通风口。新车依旧采用Model Y的五门设计，但看起来尺寸相对紧凑，尾灯取消漫反射的车灯设计，但保留贯穿式尾灯样式，尾部看上去更简洁，新车将会采用更小的18英寸轮圈，电动折叠后视镜改为手动，可调悬架改为固定悬架。此外，全景玻璃天幕被常规金属车顶取代，且没有设计天窗，虽然这样在一定程度上解决了全景天窗夏天暴晒的问题，但也牺牲了车辆的通透性和视野。另外，座椅、内饰等方面也有所减配，新车依旧采用一块悬浮式中控屏，方向盘后侧增加转向灯拨杆，但是仍然采用换挡拨杆；中控台下方改为中央通道；取消全景天幕和后排屏幕；后排腿部空间变小，座椅侧翼改为织物面料；扬声器的数量也有所减少；取消车内的迎宾灯和氛围灯，仅保留脚部照明灯，取消后排的空调出风口，电动座椅调节功能也将减少功能。动力方面，新车还会有后轮驱动版和全轮驱动版，但可能电机的参数与现款Model Y有差异，取消胎压监测，悬架系统也可能有所降级，当然，最值得减配的可能是电池的大小，续航里程也可能会降低。市场普遍预测，廉价版Model Y在中国市场的定价约在20万元左右，相比目前26.35万元的后轮驱动版，以及31.35万元全轮驱动版，其降价幅度较为明显。当然，最终定价还需要官方确认，而Model Y的竞争对手主要也是来自新势力，例如小鹏G7、乐道L60、极氪7X、问界M5等纯电中型SUV。廉价版Model Y的推出，在一定程度上改变了特斯拉当前产品布局。自国产以来，特斯拉只推出了Model 3和Model Y两款国产车，价格主要集中在20-30万元区间，最开始国产品牌在这一市场的布局较少，使得特斯拉在国内占据了先机，但随着越来越多的品牌在这一市场布局，不仅价格比特斯拉低，配置还比特斯拉丰富，特斯拉在国内市场的压力越来越大。而廉价版Model Y的推出，从某种程度上确实可以提升特斯拉在中国市场的销量，毕竟对于消费者来说，价格还是影响消费者购车决策的关键因素之一，特斯拉以往的车型价格可能让他们望而却步，但廉价版Model Y的出现，让他们离拥有一辆特斯拉的梦想更近了一步。不过，押注“简化版”并非长远之策，特斯拉的市场份额提升了，但是利润也会同步下滑，同时配置上也会存在更多短板，与对手之间的差距也越来越大，如何在保证价格优势的同时，提升产品的综合竞争力，满足消费者日益多样化的需求，是特斯拉需要拼合的问题。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484201476538576,"gmtCreate":1759242042325,"gmtModify":1759242044826,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"耐心持有到600","listText":"耐心持有到600","text":"耐心持有到600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484201476538576","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449183937549024,"gmtCreate":1750690299973,"gmtModify":1750690301738,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","listText":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","text":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449183937549024","repostId":"1121292718","repostType":2,"repost":{"id":"1121292718","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1750640143,"share":"https://www.laohu8.com/m/news/1121292718?lang=&edition=full","pubTime":"2025-06-23 08:55","market":"us","language":"zh","title":"特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来","url":"https://stock-news.laohu8.com/highlight/detail?id=1121292718","media":"Wind万得","summary":"6月23日，在经历数次延期后，$特斯拉$的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。机器人出租车万亿蓝海，质疑声并存特斯拉将Robotaxi视为其未来增长的关键引擎。目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。","content":"<html><head></head><body><p>6月23日，在经历数次延期后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业<a href=\"https://laohu8.com/S/600532\">未来</a>的新一轮竞赛即将展开。</p><h3 id=\"id_2582565969\" style=\"text-align: left;\">奥斯汀率先试水，FSD加持Model Y</h3><p style=\"text-align: left;\">根据特斯拉官网<a href=\"https://laohu8.com/S/300469\">信息</a>，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。</p><p style=\"text-align: left;\">此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。</p><p style=\"text-align: left;\">值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。</p><p style=\"text-align: left;\">马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了<a href=\"https://laohu8.com/S/002692\">远程</a>监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。</p><h3 id=\"id_1495763572\" style=\"text-align: left;\">机器人出租车万亿蓝海，质疑声并存</h3><p style=\"text-align: left;\">特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。</p><p style=\"text-align: left;\">不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现<a href=\"https://laohu8.com/S/GM\">通用汽车</a>董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。</p><p style=\"text-align: left;\">目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、<a href=\"https://laohu8.com/S/600716\">凤凰</a>城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。</p><p style=\"text-align: left;\">在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + Uber”式的运营模式：未来将有数十万辆私人持有的特斯拉通过FSD系统接入Robotaxi网络，开展自动驾驶接单服务。</p><h3 id=\"id_1700163914\" style=\"text-align: left;\">监管挑战仍在，商业化前景未明</h3><p style=\"text-align: left;\">尽管马斯克强调技术准备已趋成熟，但特斯拉Robotaxi服务的扩展仍面临重重监管壁垒。目前美国的自动驾驶法律体系尚未<a href=\"https://laohu8.com/S/600506\">统一</a>，由各州甚至部分城市分别制定。例如加州车辆管理局就曾多次叫停测试不合规企业。马斯克因此呼吁联邦政府出台统一法规，以便特斯拉在全美范围内部署其FSD系统。</p><p style=\"text-align: left;\">根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。</p><p style=\"text-align: left;\">不过在实际运营层面，Robotaxi要想大规模商用仍需克服信任、安全、监管、盈利等多方面问题。特斯拉本身也正面临核心车型老化、销量下滑、政商形象争议等挑战。2024年特斯拉收入为980亿美元，其中超七成为传统整车销售贡献。</p><p style=\"text-align: left;\">Robotaxi，究竟是特斯拉开启第二增长曲线的钥匙，还是一场风险难控的豪赌？答案仍有待时间检验。但可以肯定的是，随着自动驾驶浪潮席卷全球，马斯克已将特斯拉的未来，与人工智能深度绑定。</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>特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2025-06-23 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月23日，在经历数次延期后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业<a href=\"https://laohu8.com/S/600532\">未来</a>的新一轮竞赛即将展开。</p><h3 id=\"id_2582565969\" style=\"text-align: left;\">奥斯汀率先试水，FSD加持Model Y</h3><p style=\"text-align: left;\">根据特斯拉官网<a href=\"https://laohu8.com/S/300469\">信息</a>，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。</p><p style=\"text-align: left;\">此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。</p><p style=\"text-align: left;\">值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。</p><p style=\"text-align: left;\">马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了<a href=\"https://laohu8.com/S/002692\">远程</a>监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。</p><h3 id=\"id_1495763572\" style=\"text-align: left;\">机器人出租车万亿蓝海，质疑声并存</h3><p style=\"text-align: left;\">特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。</p><p style=\"text-align: left;\">不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现<a href=\"https://laohu8.com/S/GM\">通用汽车</a>董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。</p><p style=\"text-align: left;\">目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、<a href=\"https://laohu8.com/S/600716\">凤凰</a>城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。</p><p style=\"text-align: left;\">在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + Uber”式的运营模式：未来将有数十万辆私人持有的特斯拉通过FSD系统接入Robotaxi网络，开展自动驾驶接单服务。</p><h3 id=\"id_1700163914\" style=\"text-align: left;\">监管挑战仍在，商业化前景未明</h3><p style=\"text-align: left;\">尽管马斯克强调技术准备已趋成熟，但特斯拉Robotaxi服务的扩展仍面临重重监管壁垒。目前美国的自动驾驶法律体系尚未<a href=\"https://laohu8.com/S/600506\">统一</a>，由各州甚至部分城市分别制定。例如加州车辆管理局就曾多次叫停测试不合规企业。马斯克因此呼吁联邦政府出台统一法规，以便特斯拉在全美范围内部署其FSD系统。</p><p style=\"text-align: left;\">根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。</p><p style=\"text-align: left;\">不过在实际运营层面，Robotaxi要想大规模商用仍需克服信任、安全、监管、盈利等多方面问题。特斯拉本身也正面临核心车型老化、销量下滑、政商形象争议等挑战。2024年特斯拉收入为980亿美元，其中超七成为传统整车销售贡献。</p><p style=\"text-align: left;\">Robotaxi，究竟是特斯拉开启第二增长曲线的钥匙，还是一场风险难控的豪赌？答案仍有待时间检验。但可以肯定的是，随着自动驾驶浪潮席卷全球，马斯克已将特斯拉的未来，与人工智能深度绑定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121292718","content_text":"6月23日，在经历数次延期后，特斯拉的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业未来的新一轮竞赛即将展开。奥斯汀率先试水，FSD加持Model Y根据特斯拉官网信息，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了远程监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。机器人出租车万亿蓝海，质疑声并存特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现通用汽车董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、凤凰城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。亚马逊旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + Uber”式的运营模式：未来将有数十万辆私人持有的特斯拉通过FSD系统接入Robotaxi网络，开展自动驾驶接单服务。监管挑战仍在，商业化前景未明尽管马斯克强调技术准备已趋成熟，但特斯拉Robotaxi服务的扩展仍面临重重监管壁垒。目前美国的自动驾驶法律体系尚未统一，由各州甚至部分城市分别制定。例如加州车辆管理局就曾多次叫停测试不合规企业。马斯克因此呼吁联邦政府出台统一法规，以便特斯拉在全美范围内部署其FSD系统。根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。不过在实际运营层面，Robotaxi要想大规模商用仍需克服信任、安全、监管、盈利等多方面问题。特斯拉本身也正面临核心车型老化、销量下滑、政商形象争议等挑战。2024年特斯拉收入为980亿美元，其中超七成为传统整车销售贡献。Robotaxi，究竟是特斯拉开启第二增长曲线的钥匙，还是一场风险难控的豪赌？答案仍有待时间检验。但可以肯定的是，随着自动驾驶浪潮席卷全球，马斯克已将特斯拉的未来，与人工智能深度绑定。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434269212176976,"gmtCreate":1747056622603,"gmtModify":1747056627847,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434269212176976","repostId":"2534520284","repostType":2,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429375020270200,"gmtCreate":1745849846900,"gmtModify":1745849848917,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"410元指日可待，特斯拉从来没让我们失望过！","listText":"410元指日可待，特斯拉从来没让我们失望过！","text":"410元指日可待，特斯拉从来没让我们失望过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429375020270200","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415994112963056,"gmtCreate":1742569120420,"gmtModify":1742569122442,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"跌就是机会，短期看跌，长期看涨！","listText":"跌就是机会，短期看跌，长期看涨！","text":"跌就是机会，短期看跌，长期看涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415994112963056","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403536557269288,"gmtCreate":1739544461616,"gmtModify":1739544463720,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"大胆持有，相信马斯克！","listText":"大胆持有，相信马斯克！","text":"大胆持有，相信马斯克！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403536557269288","repostId":"2511662700","repostType":2,"repost":{"id":"2511662700","kind":"news","pubTimestamp":1739540521,"share":"https://www.laohu8.com/m/news/2511662700?lang=&edition=full","pubTime":"2025-02-14 21:42","market":"us","language":"zh","title":"特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2511662700","media":"智通财经","summary":"智通财经APP获悉，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。特斯拉股票目前的市盈率为 119 倍。巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。","content":"<html><head></head><body><p>2月12日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad938c6e3b1cc032649bf26172059d2c\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。</p><p>即使特斯拉股价在过去几天有所反弹，通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明，对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说，前景显然喜忧参半。</p><p>Fundstrat 技术策略主管Mark Newton表示：“我认为这只股票尚未触底，可能还会有一轮下跌，可能会在未来一两周内发生。”他认为，该股有可能回落至美国大选后的水平，即约 314 美元，较当前水平下跌约 12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29d4be853be4b9372a6b8597eea77246\" tg-width=\"482\" tg-height=\"281\"/></p><p>从去年11月初到12月中旬，特斯拉股价几乎翻了一番，因为投资者押注马斯克作为总统的重要捐助者和得力助手，会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。</p><p>然而，其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。随后，本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。</p><p><strong>反弹尚需时日</strong></p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI 分析师Chris McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。</p><p>他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。</p><p>特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。</p><p>“该公司未来增长的预期已被大幅计入股价，”<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。</p><p>Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b3e85407ad2a490e30b01aa1093c4c\" tg-width=\"485\" tg-height=\"279\"/></p><p>这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。</p><p>Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”</p><p><strong>脱离基本面，特斯拉“比特币化”</strong></p><p>尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。</p><p>巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。</p><p>Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。</p><p>Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳，但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注，使得投资者对其未来充满信心。</p><p>巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？</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特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1250226.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月12日，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹，通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1250226.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4516":"特朗普概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT 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McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。“该公司未来增长的预期已被大幅计入股价，”盈透证券首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”脱离基本面，特斯拉“比特币化”尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 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22:06","market":"hk","language":"zh","title":"异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大","url":"https://stock-news.laohu8.com/highlight/detail?id=1171835832","media":"异动解读","summary":"2025年1月2日，$特斯拉$盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:. 首先，传统车企在电动化转型方面步伐明显加快。$比亚迪$2024年全年交付量大幅超越特斯拉，排名跃居全球第一。这些都加大了对特斯拉在电动车领域的市场份额冲击。其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。最后,特斯拉CEO马斯克与新政府关系存在不确定性。","content":"<p>2025年1月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先，传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>","source":"ai_movement_cn","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>异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大</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异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-02 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2025年1月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先，传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171835832","content_text":"2025年1月2日，特斯拉盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:\n首先，传统车企在电动化转型方面步伐明显加快。比亚迪2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。\n其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。\n第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。\n最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572347452617116","authorId":"3572347452617116","name":"黄晨奇_Oliven_","avatar":"https://static.tigerbbs.com/095ab4adf81203fcb38f26f97b7e6157","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572347452617116","authorIdStr":"3572347452617116"},"content":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","text":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","html":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383545815245320,"gmtCreate":1734680401769,"gmtModify":1734680403594,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","text":"$特斯拉(TSLA)$ 特斯拉和英伟达都是有前途的优势股票，坚定看好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383545815245320","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383294824669384,"gmtCreate":1734583248888,"gmtModify":1734583251941,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"600没问题，坚定持有！","listText":"600没问题，坚定持有！","text":"600没问题，坚定持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383294824669384","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380804694454664,"gmtCreate":1734013994168,"gmtModify":1734013996426,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"还是特斯拉","listText":"还是特斯拉","text":"还是特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380804694454664","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373729972818352,"gmtCreate":1732283133839,"gmtModify":1732283135810,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好英伟达，长期持有！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好英伟达，长期持有！","text":"$英伟达(NVDA)$ 看好英伟达，长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373729972818352","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368439872770160,"gmtCreate":1730992619498,"gmtModify":1730992621032,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","text":"$特斯拉(TSLA)$ 300不止，肯定还要往上走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368439872770160","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368125080662016,"gmtCreate":1730896235655,"gmtModify":1730896237951,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"特斯拉将飞起来！","listText":"特斯拉将飞起来！","text":"特斯拉将飞起来！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368125080662016","repostId":"1156461281","repostType":2,"repost":{"id":"1156461281","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":1730885556,"share":"https://www.laohu8.com/m/news/1156461281?lang=&edition=full","pubTime":"2024-11-06 17:32","market":"us","language":"zh","title":"Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1156461281","media":"老虎资讯综合","summary":"特朗普对马斯克说，“这就是我爱你的原因，埃隆。”马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。","content":"<html><head></head><body><p>11月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a9576ae3fa47efe823bae2f50b0a8a\" tg-width=\"858\" tg-height=\"831\"/></p><p>综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”</p><p>马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。</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>Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush：特朗普获胜的最大受益人将是特斯拉/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\">2024-11-06 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a9576ae3fa47efe823bae2f50b0a8a\" tg-width=\"858\" tg-height=\"831\"/></p><p>综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”</p><p>马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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USD","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156461281","content_text":"11月6日，特斯拉股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":392481184211408,"gmtCreate":1736865895410,"gmtModify":1736865896758,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","text":"$特斯拉(TSLA)$ 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392481184211408","isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"未来远洋","avatar":"https://static.tigerbbs.com/cc40cf1903ac9498bb09d5d4c181150a","crmLevel":4,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"摩根还说400跌到了138了","text":"摩根还说400跌到了138了","html":"摩根还说400跌到了138了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283111412400360,"gmtCreate":1710147383762,"gmtModify":1710147518158,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 看多特斯拉，目标价500元","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 看多特斯拉，目标价500元","text":"$特斯拉(TSLA)$ 看多特斯拉，目标价500元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/283111412400360","isVote":1,"tweetType":1,"viewCount":6806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138621111675080","authorId":"4138621111675080","name":"小谷AI洞察","avatar":"https://static.tigerbbs.com/ed34002d87b2f93e10d511702e995ab8","crmLevel":1,"crmLevelSwitch":0,"idStr":"4138621111675080","authorIdStr":"4138621111675080"},"content":"6月底看至少，250","text":"6月底看至少，250","html":"6月底看至少，250"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306173575807192,"gmtCreate":1715783979551,"gmtModify":1715783981148,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","text":"$特斯拉(TSLA)$ 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306173575807192","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320653350826168,"gmtCreate":1719320227839,"gmtModify":1719320229597,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，马斯克从来没让人失望！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，马斯克从来没让人失望！","text":"$特斯拉(TSLA)$ 相信马斯克，马斯克从来没让人失望！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320653350826168","isVote":1,"tweetType":1,"viewCount":2224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393408432660648,"gmtCreate":1737068412219,"gmtModify":1737068414037,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","text":"$特斯拉(TSLA)$ 坚信马斯克，长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393408432660648","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388291371270408,"gmtCreate":1735827612280,"gmtModify":1735827614080,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"进场的好机会！","listText":"进场的好机会！","text":"进场的好机会！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388291371270408","repostId":"1171835832","repostType":2,"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572347452617116","authorId":"3572347452617116","name":"黄晨奇_Oliven_","avatar":"https://static.tigerbbs.com/095ab4adf81203fcb38f26f97b7e6157","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572347452617116","authorIdStr":"3572347452617116"},"content":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","text":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","html":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449183937549024,"gmtCreate":1750690299973,"gmtModify":1750690301738,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","listText":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","text":"因为相信马斯克，所以看好特斯拉，这些年马斯克几乎对兑现了他的承诺，这次也不例外！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449183937549024","repostId":"1121292718","repostType":2,"repost":{"id":"1121292718","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1750640143,"share":"https://www.laohu8.com/m/news/1121292718?lang=&edition=full","pubTime":"2025-06-23 08:55","market":"us","language":"zh","title":"特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来","url":"https://stock-news.laohu8.com/highlight/detail?id=1121292718","media":"Wind万得","summary":"6月23日，在经历数次延期后，$特斯拉$的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。机器人出租车万亿蓝海，质疑声并存特斯拉将Robotaxi视为其未来增长的关键引擎。目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。","content":"<html><head></head><body><p>6月23日，在经历数次延期后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业<a href=\"https://laohu8.com/S/600532\">未来</a>的新一轮竞赛即将展开。</p><h3 id=\"id_2582565969\" style=\"text-align: left;\">奥斯汀率先试水，FSD加持Model Y</h3><p style=\"text-align: left;\">根据特斯拉官网<a href=\"https://laohu8.com/S/300469\">信息</a>，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。</p><p style=\"text-align: left;\">此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。</p><p style=\"text-align: left;\">值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。</p><p style=\"text-align: left;\">马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了<a href=\"https://laohu8.com/S/002692\">远程</a>监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。</p><h3 id=\"id_1495763572\" style=\"text-align: left;\">机器人出租车万亿蓝海，质疑声并存</h3><p style=\"text-align: left;\">特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。</p><p style=\"text-align: left;\">不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现<a href=\"https://laohu8.com/S/GM\">通用汽车</a>董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。</p><p style=\"text-align: left;\">目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、<a href=\"https://laohu8.com/S/600716\">凤凰</a>城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。</p><p style=\"text-align: left;\">在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + Uber”式的运营模式：未来将有数十万辆私人持有的特斯拉通过FSD系统接入Robotaxi网络，开展自动驾驶接单服务。</p><h3 id=\"id_1700163914\" style=\"text-align: left;\">监管挑战仍在，商业化前景未明</h3><p style=\"text-align: left;\">尽管马斯克强调技术准备已趋成熟，但特斯拉Robotaxi服务的扩展仍面临重重监管壁垒。目前美国的自动驾驶法律体系尚未<a href=\"https://laohu8.com/S/600506\">统一</a>，由各州甚至部分城市分别制定。例如加州车辆管理局就曾多次叫停测试不合规企业。马斯克因此呼吁联邦政府出台统一法规，以便特斯拉在全美范围内部署其FSD系统。</p><p style=\"text-align: left;\">根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。</p><p style=\"text-align: left;\">不过在实际运营层面，Robotaxi要想大规模商用仍需克服信任、安全、监管、盈利等多方面问题。特斯拉本身也正面临核心车型老化、销量下滑、政商形象争议等挑战。2024年特斯拉收入为980亿美元，其中超七成为传统整车销售贡献。</p><p style=\"text-align: left;\">Robotaxi，究竟是特斯拉开启第二增长曲线的钥匙，还是一场风险难控的豪赌？答案仍有待时间检验。但可以肯定的是，随着自动驾驶浪潮席卷全球，马斯克已将特斯拉的未来，与人工智能深度绑定。</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>特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Robotaxi在美启动！马斯克豪赌AI出行未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2025-06-23 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月23日，在经历数次延期后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业<a href=\"https://laohu8.com/S/600532\">未来</a>的新一轮竞赛即将展开。</p><h3 id=\"id_2582565969\" style=\"text-align: left;\">奥斯汀率先试水，FSD加持Model Y</h3><p style=\"text-align: left;\">根据特斯拉官网<a href=\"https://laohu8.com/S/300469\">信息</a>，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。</p><p style=\"text-align: left;\">此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。</p><p style=\"text-align: left;\">值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。</p><p style=\"text-align: left;\">马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了<a href=\"https://laohu8.com/S/002692\">远程</a>监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。</p><h3 id=\"id_1495763572\" style=\"text-align: left;\">机器人出租车万亿蓝海，质疑声并存</h3><p style=\"text-align: left;\">特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。</p><p style=\"text-align: left;\">不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现<a href=\"https://laohu8.com/S/GM\">通用汽车</a>董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。</p><p style=\"text-align: left;\">目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、<a href=\"https://laohu8.com/S/600716\">凤凰</a>城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。</p><p style=\"text-align: left;\">在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + Uber”式的运营模式：未来将有数十万辆私人持有的特斯拉通过FSD系统接入Robotaxi网络，开展自动驾驶接单服务。</p><h3 id=\"id_1700163914\" style=\"text-align: left;\">监管挑战仍在，商业化前景未明</h3><p style=\"text-align: left;\">尽管马斯克强调技术准备已趋成熟，但特斯拉Robotaxi服务的扩展仍面临重重监管壁垒。目前美国的自动驾驶法律体系尚未<a href=\"https://laohu8.com/S/600506\">统一</a>，由各州甚至部分城市分别制定。例如加州车辆管理局就曾多次叫停测试不合规企业。马斯克因此呼吁联邦政府出台统一法规，以便特斯拉在全美范围内部署其FSD系统。</p><p style=\"text-align: left;\">根据特斯拉规划，Robotaxi服务将很快扩展至旧金山、洛杉矶和圣安东尼奥等城市，马斯克表示，预计到2026年底，美国道路上将有数十万辆具备完全自动驾驶能力的特斯拉车辆。</p><p style=\"text-align: left;\">不过在实际运营层面，Robotaxi要想大规模商用仍需克服信任、安全、监管、盈利等多方面问题。特斯拉本身也正面临核心车型老化、销量下滑、政商形象争议等挑战。2024年特斯拉收入为980亿美元，其中超七成为传统整车销售贡献。</p><p style=\"text-align: left;\">Robotaxi，究竟是特斯拉开启第二增长曲线的钥匙，还是一场风险难控的豪赌？答案仍有待时间检验。但可以肯定的是，随着自动驾驶浪潮席卷全球，马斯克已将特斯拉的未来，与人工智能深度绑定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121292718","content_text":"6月23日，在经历数次延期后，特斯拉的无人驾驶网约车服务Robotaxi近日正式在美国得克萨斯州奥斯汀市启动，并向首批受邀用户开放体验。这标志着特斯拉在自动驾驶商业化道路上迈出关键一步，也预示着一场围绕人工智能、交通出行与汽车产业未来的新一轮竞赛即将展开。奥斯汀率先试水，FSD加持Model Y根据特斯拉官网信息，目前Robotaxi服务仅限于奥斯汀特定区域开展，属于“地理围栏”（geofenced）测试模式，面向18岁以上用户，且每次乘车最多仅限两人。首批体验者多为特斯拉忠实粉丝，他们对这场新奇的“无司机之旅”普遍给予正面反馈。此次Robotaxi试运营所使用的是搭载最新FSD（Full Self-Driving）全自动驾驶软件的Model Y车型。车辆配备八个摄像头作为传感器，为自动驾驶系统提供“视觉大脑”。不过，目前这套系统依旧要求驾驶者保持注意力并随时准备接管。值得注意的是，特斯拉计划在后续引入两款全新定制车型：一款是外观金色的小型轿车“Cybercab”，另一款是多座位厢型车“Robovan”，这两款车型均无方向盘和踏板，预计最快将于2026年投入使用。马斯克在X平台发文表示，公司在推进Robotaxi服务时“对安全极度敏感”，以确保技术落地不会引发监管或舆论反弹。为此，特斯拉还设立了远程监控系统，当车辆遇到复杂路况时可由人工介入，同时车辆还配备麦克风，能识别警笛等紧急信号作出响应。机器人出租车万亿蓝海，质疑声并存特斯拉将Robotaxi视为其未来增长的关键引擎。马斯克曾多次表示，自动驾驶车辆可为公司带来5万亿至10万亿美元的市值增量，而当前特斯拉市值约为1万亿美元。Cathie Wood旗下的ARK Invest更是乐观预测，到2029年Robotaxi业务将为特斯拉带来9510亿美元收入，占其盈利的九成。不过，部分业内人士对这一增长路径表示质疑。前特斯拉总裁、现通用汽车董事Jon McNeill认为，尽管Robotaxi赛道足够广阔，留给多个参与者的空间，但很难证实其规模能如特斯拉所言达到“万亿美元量级”。知名投资人Gary Black旗下Future Fund已清仓特斯拉股票，理由是市值过高与销量下滑之间存在“严重脱节”，他并不看好Robotaxi业务短期内能大幅提振估值，称“上行空间有限，下行风险不小”。目前，Waymo和Zoox等竞争者在Robotaxi领域已走在前列。Waymo在旧金山、洛杉矶、凤凰城及奥斯汀每周完成超25万次付费行程，虽尚未盈利，但公司已表示看到了实现盈利的路径。亚马逊旗下Zoox则主要在内部员工和受邀用户中运营，计划扩展至奥斯汀和迈阿密。在商业化进程方面，特斯拉暂落后于上述两家公司，但依托其广泛的车辆保有量及FSD升级能力，马斯克提出一种“Airbnb + 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300不止，肯定还要往上走","text":"$特斯拉(TSLA)$ 300不止，肯定还要往上走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368439872770160","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580929167656,"gmtCreate":1727361670235,"gmtModify":1727361672277,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"270是肯定的了，很快破300！","listText":"270是肯定的了，很快破300！","text":"270是肯定的了，很快破300！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353580929167656","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327744671862832,"gmtCreate":1721047784180,"gmtModify":1721047785827,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a 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特斯拉，英伟达，坚决持有！","listText":"我的信仰股 特斯拉，英伟达，坚决持有！","text":"我的信仰股 特斯拉，英伟达，坚决持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486679143133568","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486481087099080,"gmtCreate":1759798891454,"gmtModify":1759798893963,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","listText":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","text":"花里胡哨的配置其实是没有用的，关键是特斯拉的所有配件是世界品牌，所以能保证整车的质量和安全，所以聪明人不会被这些没用的配置所迷惑，肯定还是首选特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486481087099080","repostId":"2573107756","repostType":2,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484201476538576,"gmtCreate":1759242042325,"gmtModify":1759242044826,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"耐心持有到600","listText":"耐心持有到600","text":"耐心持有到600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484201476538576","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434269212176976,"gmtCreate":1747056622603,"gmtModify":1747056627847,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434269212176976","repostId":"2534520284","repostType":2,"repost":{"id":"2534520284","kind":"highlight","pubTimestamp":1746961309,"share":"https://www.laohu8.com/m/news/2534520284?lang=&edition=full","pubTime":"2025-05-11 19:01","market":"fut","language":"zh","title":"传特斯拉平价新车款Model Q要来了！有望成股价主要推手","url":"https://stock-news.laohu8.com/highlight/detail?id=2534520284","media":"鉅亨网","summary":"传特斯拉全新平价电动车 Model Q 将于 2025 年 6 月发表，预计售价低于 3 万美元，支援自动驾驶 FSD 功能，搭载 53kWh 电池、续航力达 500 公里，成为市场焦点。","content":"<p>市场盛传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (TSLA-US) 即将在 2025 年 6 月发表旗下全新“亲民款”电动车“Model Q”，预计售价不到 3 万美元，有望成为今年最具爆发力的电动车新星。外界认为，与无人计程车相比，Model Q 的推出更可能推动特斯拉股价上涨。</p><p>根据《福布斯》报导，特斯拉财务长 Vaibhav Taneja 在第一季财报会议中表示，Model Q 的量产“预计将于 2025 年 6 月展开”。此车款被<a href=\"https://laohu8.com/S/DB\">德意志银行</a>称为 Model Q，将锁定全球对“平价电动车”需求殷切的消费者。</p><p>传 Model Q 与即将推出的无人计程车 Cybercab 将采用同一平台与模组化架构，代表两款车将共用零件设计与生产线，不仅可加速开发，也大幅降低制造成本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f368004f7c6345f6f9f8561ebaebadb\" tg-width=\"760\" tg-height=\"506\"></p><p>Model Q 将结合新一代 Cybercab 平台与现有 Model 3 和 Model Y 架构。（图：Shutterstock）</p><p>同时，Model Q 也将结合现有 Model 3 和 Model Y 架构，透过在加州、德州及上海与柏林的既有产线生产，达成降本增效的目标，使 Model Q 有望快速量产，抢先布局中低价位电动车市场。</p><p>据悉，Model Q 更是将具备特斯拉 FSD（Full Self-Driving）自动驾驶功能，成为首批支援完整自驾技术的平价车款之一。特斯拉预计先在德州奥斯汀以 10 至 20 辆 Model Y 进行 FSD 测试，强化红绿灯辨识、行人避让等 AI 判断能力。</p><p>虽然特斯拉尚未公布 Model Q 的完整规格，但根据市场消息，这款车可能具备以下特色：</p><ul style=\"\"><li><p>小型 SUV 设计，车长约 4.2 米</p></li><li><p>采用新世代自动化产线生产，生产时间快、成本低</p></li><li><p>53kWh 电池容量，续航力达 500 公里</p></li><li><p>电耗约 13kWh/100 公里，后驱马达，马力低于 200 匹</p></li><li><p>支援 FSD 自动驾驶功能</p></li></ul><p>然而，人们对特斯拉最便宜的电动车 Model 3 的兴趣正在减弱。根据《Cox Automotive》估计，2024 年第一季特斯拉 Model 3 交车量为 52,520 辆，较上一季减少近 10%。</p><p>即使是畅销的 Model Y，其改款“Juniper”能否抵挡来自凯迪拉克、雪佛兰与本田 (HMC-US) 等新竞品压力，仍是一大变数。</p><p>S&amp;P Global Mobility 分析师 Tom Libby 指出，特斯拉近期在品牌忠诚度、顾客回购率与市场渗透率上皆呈现下滑，显示品牌急需新动能。Model Q 的问世，或将为特斯拉注入久违的新血。</p><p>尽管消费者热切期待便宜又实用的电动车，但<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为特斯拉未来可能不会以“大量生产平价车款”为主轴策略，而是持续朝 AI 与自动驾驶等技术整合发展。</p>","source":"cnyes_highlight","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>传特斯拉平价新车款Model Q要来了！有望成股价主要推手</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传特斯拉平价新车款Model Q要来了！有望成股价主要推手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-11 19:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.cnyes.com/news/id/5973313?exp=a><strong>鉅亨网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场盛传特斯拉 (TSLA-US) 即将在 2025 年 6 月发表旗下全新“亲民款”电动车“Model Q”，预计售价不到 3 万美元，有望成为今年最具爆发力的电动车新星。外界认为，与无人计程车相比，Model Q 的推出更可能推动特斯拉股价上涨。根据《福布斯》报导，特斯拉财务长 Vaibhav Taneja 在第一季财报会议中表示，Model Q 的量产“预计将于 2025 年 6 月展开”。...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5973313?exp=a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cimg.cnyes.cool/prod/news/5973313/xs/af3d214c7d2fb016bd22afa5310fcd6b.jpg","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4099":"汽车制造商","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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Self-Driving）自动驾驶功能，成为首批支援完整自驾技术的平价车款之一。特斯拉预计先在德州奥斯汀以 10 至 20 辆 Model Y 进行 FSD 测试，强化红绿灯辨识、行人避让等 AI 判断能力。虽然特斯拉尚未公布 Model Q 的完整规格，但根据市场消息，这款车可能具备以下特色：小型 SUV 设计，车长约 4.2 米采用新世代自动化产线生产，生产时间快、成本低53kWh 电池容量，续航力达 500 公里电耗约 13kWh/100 公里，后驱马达，马力低于 200 匹支援 FSD 自动驾驶功能然而，人们对特斯拉最便宜的电动车 Model 3 的兴趣正在减弱。根据《Cox Automotive》估计，2024 年第一季特斯拉 Model 3 交车量为 52,520 辆，较上一季减少近 10%。即使是畅销的 Model Y，其改款“Juniper”能否抵挡来自凯迪拉克、雪佛兰与本田 (HMC-US) 等新竞品压力，仍是一大变数。S&P Global Mobility 分析师 Tom Libby 指出，特斯拉近期在品牌忠诚度、顾客回购率与市场渗透率上皆呈现下滑，显示品牌急需新动能。Model Q 的问世，或将为特斯拉注入久违的新血。尽管消费者热切期待便宜又实用的电动车，但摩根士丹利认为特斯拉未来可能不会以“大量生产平价车款”为主轴策略，而是持续朝 AI 与自动驾驶等技术整合发展。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429375020270200,"gmtCreate":1745849846900,"gmtModify":1745849848917,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"410元指日可待，特斯拉从来没让我们失望过！","listText":"410元指日可待，特斯拉从来没让我们失望过！","text":"410元指日可待，特斯拉从来没让我们失望过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429375020270200","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415994112963056,"gmtCreate":1742569120420,"gmtModify":1742569122442,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"跌就是机会，短期看跌，长期看涨！","listText":"跌就是机会，短期看跌，长期看涨！","text":"跌就是机会，短期看跌，长期看涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415994112963056","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}