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老汉特朗普

老汉特朗普

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老汉特朗普

09-18 16:35

大a尾盘跌了很多。。。

老汉特朗普

09-17

英伟达是咋滴了？一蹶不振？

老汉特朗普

09-16

我初步预测本月能到5块钱，年内12！

美股异动 | Wolfspeed涨超15%，过去三个交易日内已实现翻倍

老汉特朗普

09-16

wolf这几天就涨了170%，太牛B啦！

老汉特朗普

09-16

这还是问题吗？后面还有500，600等着你！干就完了！

老汉特朗普

09-16

我说不看好，会不会被小米律师团队告？？？

老汉特朗普

09-16

$英伟达(NVDA)$ 啥也别说了，每次下跌都是加仓的机会，每次大涨之时就是减仓之时！干就完了！

老汉特朗普

09-16

定价太尬了，相对于美股的价格，已经感觉到头了！

老汉特朗普

09-15

$Wolfspeed Inc.(WOLF)$ 看好wolf，月内必上5块！年内必上10块

老汉特朗普

09-15

$Wolfspeed Inc.(WOLF)$

老汉特朗普

09-13

马斯克必将是人类史上最强王者！

两天涨近14%！特斯拉股价大爆发，发生了什么？

老汉特朗普

09-13

贾总真会玩！你就说服不服吧！

法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构

老汉特朗普

09-13

论武功阿里已经天下无敌，又学会了辟邪剑谱，你说咋整？

老汉特朗普

09-13

$Wolfspeed Inc.(WOLF)$

老汉特朗普

09-13

最多翻倍，不能再高了

老汉特朗普

09-12

其心当诛！应该触犯法律了！

Faraday Future：Wolfpack做空报告内容虚假陈述、逻辑荒谬

老汉特朗普

09-12

没那么容易！英伟达利害你不知

老汉特朗普

09-10

看好阿里！阿里必胜！

老汉特朗普

09-10

这么容易，我感觉我也能上市个公司了

Faraday Future成功完成纳斯达克一年合规监管期，期间完全满足所有合规要求，回归完全正常的上市公司地位

老汉特朗普

09-09

wolfspeed发财又在眼前！这次干就完了！

美股夜盘｜Nebius飙涨逾44%，与微软达成高达194亿美元协议；Wolfspeed大涨逾54%，重组计划获得确认

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21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月16日，全球碳化硅厂商<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>延续强势上涨，盘初涨超15%，其在过去三个交易日内已实现翻倍，公司此前宣布200mm碳化硅材料产品组合开启大规模商用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf274a7a9cbd8e30cae0670f8dafb31\" tg-width=\"911\" tg-height=\"568\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","WOLF":"Wolfspeed Inc.","IE00BMPRXR70.SGD":"Neuberger Berman 5G 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Inc.(WOLF)$","images":[{"img":"https://static.tigerbbs.com/3e915a780c4c9198e20a983b883be303","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478686196220024","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478078074552576,"gmtCreate":1757728131919,"gmtModify":1757728133852,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4123405616306630","idStr":"4123405616306630"},"themes":[],"htmlText":"马斯克必将是人类史上最强王者！","listText":"马斯克必将是人类史上最强王者！","text":"马斯克必将是人类史上最强王者！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478078074552576","repostId":"1180367918","repostType":4,"repost":{"id":"1180367918","kind":"news","pubTimestamp":1757715711,"share":"https://www.laohu8.com/m/news/1180367918?lang=&edition=full","pubTime":"2025-09-13 06:21","market":"us","language":"zh","title":"两天涨近14%！特斯拉股价大爆发，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180367918","media":"华尔街见闻","summary":"美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。方案公布当天，上周五特斯拉收涨3.6%。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。","content":"<html><head></head><body><blockquote><p>近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。</p></blockquote><p style=\"text-align: justify;\">美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b2045505798d5252cb328fe914fd517\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">到周五收盘，特斯拉股价最近两日已累涨逾13.8%，遥遥领先其他科技巨头和大盘。为何特斯拉大爆发？发生了什么？</p><p style=\"text-align: justify;\">从最近的消息看，特斯拉此轮大涨和公司传统的电动汽车业务关系不大，最直接的利好来自特斯拉的自动驾驶出租车业务Robotaxi。</p><p style=\"text-align: justify;\">周五有报道指出，周四传出消息称，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务，该消息推动了特斯拉股价周四收涨约6%。周五另有媒体得到了内华达州有关部门对这一消息的确认。</p><p style=\"text-align: justify;\">股价表现显示，投资者对特斯拉在自动驾驶和AI领域的扩张前景充满期待。特斯拉CEO马斯克本月曾表示，特斯拉可能从人形机器人Optimus业务中获得80%的长期价值，同时公司正努力扩展其新兴的Robotaxi业务。</p><p style=\"text-align: justify;\">特斯拉本周推出新一代储能产品Megapack 3和Megablock系统，号称可大幅缩短安装时间并降低建设成本，特斯拉在中国推出的加长轴距版六座纯电SUV——Model Y L热销，均被视为股价推手。上周媒体称，8月19日上市以来，Model Y L已预订12万辆，日均订单近1万辆。华尔街见闻本周提到，Model Y L 10月已售罄，新订单显示最早预计11月交付。</p><p style=\"text-align: justify;\">此外，特斯拉董事会上周公布了史无前例的马斯克薪酬计划，潜在价值高达1万亿美元，旨在确保这位关键领导者未来十年继续专注于特斯拉发展。这一打开特斯拉机器人“想象空间”并留下合并xAI空间的“万亿薪酬包”同样被视为特斯拉的利好。方案公布当天，上周五特斯拉收涨3.6%。</p><p style=\"text-align: justify;\">特斯拉董事长Robyn Denholm本周五公开为马斯克的薪酬方案站台，称只有马斯克能够领导公司未来十年实现向人工智能（AI）和机器人领域的转型。</p><h2 id=\"562d6f1d\">内华达确认本周发出测试许可</h2><p style=\"text-align: justify;\">本周四，在社交媒体X拥有超过95.7万粉丝的特斯拉支持者Sawyer Merritt发帖称，周四当天，内华达州机动车辆管理局 (DMV) 的商业许可办公室批准了特斯拉的测试注册认证，他得到了DMV的确认，而且“自动驾驶牌照和注册证书也已于昨天（周三）寄给特斯拉”。</p><p style=\"text-align: justify;\">周五，一名DMV的代表向媒体证实，特斯拉已于9月3日上周三提交了测试注册认证，并于本周三由其营业执照办公室（OBL）团队处理。</p><p style=\"text-align: justify;\">DMV的发言人Hailey Foster解释说，这意味着特斯拉目前已获准在该州测试自动驾驶汽车，但尚不能将这些车辆作为一项已部署的服务投入常规运营。她在电邮中写道：</p><blockquote><p style=\"text-align: justify;\">“特斯拉仍需完成运营自我认证流程，才能推出完整的项目，例如Robotaxi。”</p></blockquote><p style=\"text-align: justify;\">评论指出，内华达州对自动驾驶汽车测试的监管环境相对友好。特斯拉只需填写测试注册许可表格，经州机动车辆管理局审查后即可获得合规证书和红色测试车牌。获得不过，要正式运营商业robotaxi服务，特斯拉仍需完成“运营自我认证”程序。获得认证将允许特斯拉在内华达州运营类似于其6月在奥斯汀推出的服务。</p><h2 id=\"b7890bbb\">马斯克加速Robotaxi扩张</h2><p style=\"text-align: justify;\">特斯拉今年6月22日开始在得州奥斯汀首次提供由SUV车型Model Y提供的Robotaxi服务，并于7月末将此类服务扩展至加州湾区。</p><p style=\"text-align: justify;\">马斯克7月23日在特斯拉的二季度财报电话会议上勾勒了Robotaxi扩张的路线图。他说：</p><blockquote><p style=\"text-align: justify;\">“我们预计将大幅扩展服务范围，希望在一两周内实现远超竞争对手的覆盖范围。我们将会获得监管部门的批准，将在（加州）湾区、内华达州、亚利桑那州、佛罗里达州和其他一些地区推出这项服务。一旦获得批准并证明其安全性，我们将在全美大部分地区推出自动驾驶叫车服务。</p><p style=\"text-align: justify;\">我认为，到今年年底，我们大概能覆盖美国一半的人口。这至少是我们的目标，前提是获得监管部门的批准。”</p></blockquote><p style=\"text-align: justify;\">马斯克上周表示，特斯拉可能在今年底以前移除目前Robotaxi服务要求车辆内配有的安全驾驶员。他在X发帖称：&#34;安全驾驶员只是在最初几个月需要，以确保额外安全。到年底应该不需要安全驾驶员了。&#34;</p><p style=\"text-align: justify;\">本周稍早有媒体报道，特斯拉已开始向加州多个机场申请批准，允许其无人驾驶叫车服务在机场接送乘客。</p><h2 id=\"1910ae2a\">储能业务推出革命性产品</h2><p style=\"text-align: justify;\">特斯拉本周一发布了Megapack 3和Megablock储能系统。</p><p style=\"text-align: justify;\">此后有分析师认为，这些新品是颠覆储能业务的Game Changer。</p><p style=\"text-align: justify;\">Megapack 3是该公司最新的电池储能系统，采用更新的电池技术和电子设备。Megablock作为预工程化系统，将电池、开关设备和变压器整合为一体，实现23%的安装提速和40%的建设成本降低。</p><p style=\"text-align: justify;\">William Blair分析师Jed Dorsheimer表示，这体现了特斯拉&#34;制造专业知识、简化流程和垂直整合&#34;的核心优势。</p><p style=\"text-align: justify;\">特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。储能容量部署达37.9千兆瓦时，同比增长83%，足够为约4000个美国家庭供电一年。尽管储能业务仅占总销售额12%，但增长势头强劲，而汽车业务规模约为储能业务七倍。</p><p style=\"text-align: justify;\">马斯克在X平台称，公司还开始生产自主变压器。分析师指出，随着美国环保税收抵免在今年下半年取消，需关注利润率变化情况。</p><h2 id=\"9444c335\">董事长称只有马斯克能领导特斯拉AI和机器人转型</h2><p style=\"text-align: justify;\">特斯拉董事长Robyn Denholm周五在媒体访谈中表示，除马斯克外没有其他人能够领导公司向AI和机器人转型。Denholm说：</p><blockquote><p style=\"text-align: justify;\">&#34;他是一代领袖。没有其他像马斯克这样的人能够在未来十年左右真正领导这家公司。&#34;</p></blockquote><p style=\"text-align: justify;\">虽然马斯克仍将参与外部公司事务，但Denholm为马斯克提供了强有力背书，指出过往的成绩已经证明，马斯克仍然能为特斯拉创造业绩。她说：</p><blockquote><p style=\"text-align: justify;\">“他过去就是那样的。从我们的角度来看，将他的创造力投入到特斯拉以外的各种业务中，实际上对特斯拉很有帮助。”</p></blockquote><p style=\"text-align: justify;\">特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。</p><p style=\"text-align: justify;\">相关文件显示，最新CEO奖励的价值为878亿美元，如果马斯克达到所有业绩目标并获得所有限制性股票，该数字将膨胀至约1万亿美元。这项激励计划要求马斯克，未来十年内实现一系列雄心勃勃的目标，包括将特斯拉市值提升至8.5万亿美元、交付2000万辆电动汽车、投产100万辆Robotaxi和100万个人形机器人。</p><p style=\"text-align: justify;\">该薪酬方案旨在将马斯克持股比例提升至至少25%，增强其在公司的投票权。特斯拉在监管文件中承认，马斯克曾&#34;真诚地&#34;威胁如果得不到控制权保证和过往服务补偿将离开公司。</p><p style=\"text-align: justify;\">对特斯拉来说，继任计划已成为一个更加突出的问题，因为马斯克一直在争取更大的股份，并在公开评论中暗示，如果没有更大的控制权，他可能在其他领域发展AI等业务。本次薪酬方案要求马斯克参与制定长期CEO继任框架。</p><p style=\"text-align: justify;\">Denholm本周五提到了特斯拉的继任规划过程。她承认，马斯克可能转任首席产品官等其他领导职务的可能性，称这在薪酬计划中&#34;有所考虑&#34;。</p><p style=\"text-align: justify;\">Denholm说，CEO继任“可能是投资者最常问我的问题”。如果特斯拉突然需要新的领导者，公司会制定应急计划，而且薪酬方案中也包含一个长期的流程寻找马斯克的真正继任者。</p><p style=\"text-align: justify;\">她说：“我们希望确保在未来某个时候拥有合适的领导者，以便实现有序的过渡。因此，将继任计划纳入其中是我们经过深思熟虑的。”</p><h2 id=\"85f6dfb3\">万亿薪酬计划的深层考量</h2><p style=\"text-align: justify;\">这项创纪录薪酬方案是在马斯克2018年价值超过500亿美元的薪酬包被特拉华州法院否决后提出的。特斯拉董事会今年8月初还授予了马斯克价值约300亿美元的临时股票奖励。</p><p style=\"text-align: justify;\">摩根士丹利分析师认为，该方案最重要意义在于将&#34;机器人&#34;交付量和调整后EBITDA大幅增长作为核心考核内容。方案将&#34;机器人&#34;定义为&#34;使用人工智能实现移动的任何机器人或其他实体产品&#34;，为特斯拉在机器人领域打开巨大想象空间。</p><p style=\"text-align: justify;\">薪酬计划还包含关键条款，允许在发生&#34;重大&#34;收购活动时调整业绩目标，被解读为特斯拉与马斯克旗下人工智能公司xAI潜在合并铺路。特斯拉监管文件包含非约束性提案，建议投资xAI，两公司已在多个领域开展合作。</p><p style=\"text-align: justify;\">分析师指出，要实现4000亿美元的最高EBITDA目标，需要来自&#34;Optimus机器人和其他AI机器人终端市场的巨大贡献&#34;。马斯克本月表示，特斯拉长期价值的80%可能来自Optimus人形机器人。</p></body></html>","source":"wallstreetcn_api","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>两天涨近14%！特斯拉股价大爆发，发生了什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n两天涨近14%！特斯拉股价大爆发，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 06:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755510><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755510\">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":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://wallstreetcn.com/articles/3755510","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180367918","content_text":"近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。到周五收盘，特斯拉股价最近两日已累涨逾13.8%，遥遥领先其他科技巨头和大盘。为何特斯拉大爆发？发生了什么？从最近的消息看，特斯拉此轮大涨和公司传统的电动汽车业务关系不大，最直接的利好来自特斯拉的自动驾驶出租车业务Robotaxi。周五有报道指出，周四传出消息称，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务，该消息推动了特斯拉股价周四收涨约6%。周五另有媒体得到了内华达州有关部门对这一消息的确认。股价表现显示，投资者对特斯拉在自动驾驶和AI领域的扩张前景充满期待。特斯拉CEO马斯克本月曾表示，特斯拉可能从人形机器人Optimus业务中获得80%的长期价值，同时公司正努力扩展其新兴的Robotaxi业务。特斯拉本周推出新一代储能产品Megapack 3和Megablock系统，号称可大幅缩短安装时间并降低建设成本，特斯拉在中国推出的加长轴距版六座纯电SUV——Model Y L热销，均被视为股价推手。上周媒体称，8月19日上市以来，Model Y L已预订12万辆，日均订单近1万辆。华尔街见闻本周提到，Model Y L 10月已售罄，新订单显示最早预计11月交付。此外，特斯拉董事会上周公布了史无前例的马斯克薪酬计划，潜在价值高达1万亿美元，旨在确保这位关键领导者未来十年继续专注于特斯拉发展。这一打开特斯拉机器人“想象空间”并留下合并xAI空间的“万亿薪酬包”同样被视为特斯拉的利好。方案公布当天，上周五特斯拉收涨3.6%。特斯拉董事长Robyn Denholm本周五公开为马斯克的薪酬方案站台，称只有马斯克能够领导公司未来十年实现向人工智能（AI）和机器人领域的转型。内华达确认本周发出测试许可本周四，在社交媒体X拥有超过95.7万粉丝的特斯拉支持者Sawyer Merritt发帖称，周四当天，内华达州机动车辆管理局 (DMV) 的商业许可办公室批准了特斯拉的测试注册认证，他得到了DMV的确认，而且“自动驾驶牌照和注册证书也已于昨天（周三）寄给特斯拉”。周五，一名DMV的代表向媒体证实，特斯拉已于9月3日上周三提交了测试注册认证，并于本周三由其营业执照办公室（OBL）团队处理。DMV的发言人Hailey Foster解释说，这意味着特斯拉目前已获准在该州测试自动驾驶汽车，但尚不能将这些车辆作为一项已部署的服务投入常规运营。她在电邮中写道：“特斯拉仍需完成运营自我认证流程，才能推出完整的项目，例如Robotaxi。”评论指出，内华达州对自动驾驶汽车测试的监管环境相对友好。特斯拉只需填写测试注册许可表格，经州机动车辆管理局审查后即可获得合规证书和红色测试车牌。获得不过，要正式运营商业robotaxi服务，特斯拉仍需完成“运营自我认证”程序。获得认证将允许特斯拉在内华达州运营类似于其6月在奥斯汀推出的服务。马斯克加速Robotaxi扩张特斯拉今年6月22日开始在得州奥斯汀首次提供由SUV车型Model Y提供的Robotaxi服务，并于7月末将此类服务扩展至加州湾区。马斯克7月23日在特斯拉的二季度财报电话会议上勾勒了Robotaxi扩张的路线图。他说：“我们预计将大幅扩展服务范围，希望在一两周内实现远超竞争对手的覆盖范围。我们将会获得监管部门的批准，将在（加州）湾区、内华达州、亚利桑那州、佛罗里达州和其他一些地区推出这项服务。一旦获得批准并证明其安全性，我们将在全美大部分地区推出自动驾驶叫车服务。我认为，到今年年底，我们大概能覆盖美国一半的人口。这至少是我们的目标，前提是获得监管部门的批准。”马斯克上周表示，特斯拉可能在今年底以前移除目前Robotaxi服务要求车辆内配有的安全驾驶员。他在X发帖称：\"安全驾驶员只是在最初几个月需要，以确保额外安全。到年底应该不需要安全驾驶员了。\"本周稍早有媒体报道，特斯拉已开始向加州多个机场申请批准，允许其无人驾驶叫车服务在机场接送乘客。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。此后有分析师认为，这些新品是颠覆储能业务的Game Changer。Megapack 3是该公司最新的电池储能系统，采用更新的电池技术和电子设备。Megablock作为预工程化系统，将电池、开关设备和变压器整合为一体，实现23%的安装提速和40%的建设成本降低。William Blair分析师Jed Dorsheimer表示，这体现了特斯拉\"制造专业知识、简化流程和垂直整合\"的核心优势。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。储能容量部署达37.9千兆瓦时，同比增长83%，足够为约4000个美国家庭供电一年。尽管储能业务仅占总销售额12%，但增长势头强劲，而汽车业务规模约为储能业务七倍。马斯克在X平台称，公司还开始生产自主变压器。分析师指出，随着美国环保税收抵免在今年下半年取消，需关注利润率变化情况。董事长称只有马斯克能领导特斯拉AI和机器人转型特斯拉董事长Robyn Denholm周五在媒体访谈中表示，除马斯克外没有其他人能够领导公司向AI和机器人转型。Denholm说：\"他是一代领袖。没有其他像马斯克这样的人能够在未来十年左右真正领导这家公司。\"虽然马斯克仍将参与外部公司事务，但Denholm为马斯克提供了强有力背书，指出过往的成绩已经证明，马斯克仍然能为特斯拉创造业绩。她说：“他过去就是那样的。从我们的角度来看，将他的创造力投入到特斯拉以外的各种业务中，实际上对特斯拉很有帮助。”特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。相关文件显示，最新CEO奖励的价值为878亿美元，如果马斯克达到所有业绩目标并获得所有限制性股票，该数字将膨胀至约1万亿美元。这项激励计划要求马斯克，未来十年内实现一系列雄心勃勃的目标，包括将特斯拉市值提升至8.5万亿美元、交付2000万辆电动汽车、投产100万辆Robotaxi和100万个人形机器人。该薪酬方案旨在将马斯克持股比例提升至至少25%，增强其在公司的投票权。特斯拉在监管文件中承认，马斯克曾\"真诚地\"威胁如果得不到控制权保证和过往服务补偿将离开公司。对特斯拉来说，继任计划已成为一个更加突出的问题，因为马斯克一直在争取更大的股份，并在公开评论中暗示，如果没有更大的控制权，他可能在其他领域发展AI等业务。本次薪酬方案要求马斯克参与制定长期CEO继任框架。Denholm本周五提到了特斯拉的继任规划过程。她承认，马斯克可能转任首席产品官等其他领导职务的可能性，称这在薪酬计划中\"有所考虑\"。Denholm说，CEO继任“可能是投资者最常问我的问题”。如果特斯拉突然需要新的领导者，公司会制定应急计划，而且薪酬方案中也包含一个长期的流程寻找马斯克的真正继任者。她说：“我们希望确保在未来某个时候拥有合适的领导者，以便实现有序的过渡。因此，将继任计划纳入其中是我们经过深思熟虑的。”万亿薪酬计划的深层考量这项创纪录薪酬方案是在马斯克2018年价值超过500亿美元的薪酬包被特拉华州法院否决后提出的。特斯拉董事会今年8月初还授予了马斯克价值约300亿美元的临时股票奖励。摩根士丹利分析师认为，该方案最重要意义在于将\"机器人\"交付量和调整后EBITDA大幅增长作为核心考核内容。方案将\"机器人\"定义为\"使用人工智能实现移动的任何机器人或其他实体产品\"，为特斯拉在机器人领域打开巨大想象空间。薪酬计划还包含关键条款，允许在发生\"重大\"收购活动时调整业绩目标，被解读为特斯拉与马斯克旗下人工智能公司xAI潜在合并铺路。特斯拉监管文件包含非约束性提案，建议投资xAI，两公司已在多个领域开展合作。分析师指出，要实现4000亿美元的最高EBITDA目标，需要来自\"Optimus机器人和其他AI机器人终端市场的巨大贡献\"。马斯克本月表示，特斯拉长期价值的80%可能来自Optimus人形机器人。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478014875127840,"gmtCreate":1757712586465,"gmtModify":1757712588202,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4123405616306630","idStr":"4123405616306630"},"themes":[],"htmlText":"贾总真会玩！你就说服不服吧！","listText":"贾总真会玩！你就说服不服吧！","text":"贾总真会玩！你就说服不服吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478014875127840","repostId":"1173665079","repostType":2,"repost":{"id":"1173665079","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1757709134,"share":"https://www.laohu8.com/m/news/1173665079?lang=&edition=full","pubTime":"2025-09-13 04:32","market":"us","language":"zh","title":"法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构","url":"https://stock-news.laohu8.com/highlight/detail?id=1173665079","media":"美股速递","summary":"法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构","content":"<p>法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构</p>","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>法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构</title>\n<style 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04:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>法拉第未来计划将加密飞轮资产剥离至现有上市公司进行独立融资运营，构建双重上市公司架构</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric 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href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$ </a>&nbsp;","text":"$Wolfspeed 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-12 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Faraday Future基于近期Wolfpack Research发布的一份针对FF及其创始人、联席CEO贾跃亭的做空报告发布声明称，该报告内容虚假陈述、逻辑荒谬，旨在操纵FF股票让Wolfpack Research非法获益。</p><p>报告拼凑了陈旧且碎片化的公开信息，断章取义，对公司和贾跃亭先生进行恶意臆测和误导性评论。企图误导投资者、引发 FF股价恐慌性下跌，并从中谋取私利。这不仅严重损害了公司声誉，也直接损害了公司股东的合法权益。</p><p>Wolfpack Research承认它正在做空FF股票，所以它所谓的“研究报告”完全不具备可信度。其根本目的是企图通过该报告和社交媒体平台上的恶意陈述来制造恐慌，诱导股价下跌，从而谋取私利。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric 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Future成功完成纳斯达克一年合规监管期，期间完全满足所有合规要求，回归完全正常的上市公司地位。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476698916552728,"gmtCreate":1757388187735,"gmtModify":1757388190182,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4123405616306630","idStr":"4123405616306630"},"themes":[],"htmlText":"wolfspeed发财又在眼前！这次干就完了！","listText":"wolfspeed发财又在眼前！这次干就完了！","text":"wolfspeed发财又在眼前！这次干就完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476698916552728","repostId":"1172922945","repostType":2,"repost":{"id":"1172922945","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":1757376808,"share":"https://www.laohu8.com/m/news/1172922945?lang=&edition=full","pubTime":"2025-09-09 08:13","market":"us","language":"zh","title":"美股夜盘｜Nebius飙涨逾44%，与微软达成高达194亿美元协议；Wolfspeed大涨逾54%，重组计划获得确认","url":"https://stock-news.laohu8.com/highlight/detail?id=1172922945","media":"老虎资讯综合","summary":"9月9日，美股夜盘时段，Nebius飙涨逾44%，公司宣布与微软达成高达194亿美元的协议；CoreWeave跟涨近5%；Wolfspeed飙涨逾54%，公司重组计划获得确认，为以更强财务实力完成重组进程铺平道路；IREN大涨逾10%，宣布任命Anthony Lewis为首席财务官。","content":"<html><head></head><body><p>9月9日，美股夜盘时段，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>飙涨逾44%，公司宣布与<a href=\"https://laohu8.com/S/MSFT\">微软</a>达成高达194亿美元的协议；<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>跟涨近5%、<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>跟涨近4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f6ffd7d8cb888aff531b693c61e8c9a\" title=\"\" tg-width=\"837\" tg-height=\"834\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0764c1792cc5388d14fdc9b35e3737\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e46582470267a905fbb2a4cb23c8be92\" title=\"\" tg-width=\"836\" tg-height=\"825\"/></p><p><a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>飙涨逾54%，公司重组计划获得确认，为以更强财务实力完成重组进程铺平道路；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dcae0e796e0b8e68ea4783e40d78de\" title=\"\" tg-width=\"834\" tg-height=\"831\"/></p><p><a href=\"https://laohu8.com/S/IREN\">IREN</a>大涨逾10%，宣布任命Anthony Lewis为首席财务官。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3468797dd03f2c55620ecf60b2ee827d\" title=\"\" tg-width=\"831\" tg-height=\"828\"/></p><p><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>大跌逾12%，公司宣布拟发行3亿美元债券引发投资者担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/119a5203dc0ad01f75c4b78b9fa7af76\" tg-width=\"834\" tg-height=\"831\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-09 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月9日，美股夜盘时段，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>飙涨逾44%，公司宣布与<a href=\"https://laohu8.com/S/MSFT\">微软</a>达成高达194亿美元的协议；<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>跟涨近5%、<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>跟涨近4%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f6ffd7d8cb888aff531b693c61e8c9a\" title=\"\" tg-width=\"837\" tg-height=\"834\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0764c1792cc5388d14fdc9b35e3737\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e46582470267a905fbb2a4cb23c8be92\" title=\"\" tg-width=\"836\" tg-height=\"825\"/></p><p><a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>飙涨逾54%，公司重组计划获得确认，为以更强财务实力完成重组进程铺平道路；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dcae0e796e0b8e68ea4783e40d78de\" title=\"\" tg-width=\"834\" tg-height=\"831\"/></p><p><a href=\"https://laohu8.com/S/IREN\">IREN</a>大涨逾10%，宣布任命Anthony Lewis为首席财务官。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3468797dd03f2c55620ecf60b2ee827d\" title=\"\" tg-width=\"831\" tg-height=\"828\"/></p><p><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>大跌逾12%，公司宣布拟发行3亿美元债券引发投资者担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/119a5203dc0ad01f75c4b78b9fa7af76\" tg-width=\"834\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS 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Digital跟涨近4%；Wolfspeed飙涨逾54%，公司重组计划获得确认，为以更强财务实力完成重组进程铺平道路；IREN大涨逾10%，宣布任命Anthony Lewis为首席财务官。Planet Labs大跌逾12%，公司宣布拟发行3亿美元债券引发投资者担忧。","news_type":1,"symbols_score_info":{"IREN":1.1,"MSFT":1,"NBIS":1,"WOLF":1.1}},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":427963471066008,"gmtCreate":1745504051052,"gmtModify":1745504052905,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily 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