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heysimon
11-05 20:59
$诺和诺德(NVO)$
神秘力量故意压股价
heysimon
10-31
$诺和诺德(NVO)$
又拉一坨大[笑哭]
heysimon
10-28
$诺和诺德(NVO)$
没有底
heysimon
10-27
$诺和诺德(NVO)$
又拉一坨大的
heysimon
10-22
不允许做空的股票,卖空是如何操作的?
每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%
heysimon
10-17
新能源都推十来年了,这才想起来了?
国家市场监管总局:建立并推动实施新能源汽车火灾事故企业报告制度
heysimon
10-16
不会被警察叔叔抓走吗?你这样造谣的话
三花智控斩获特斯拉Optimus机器人50亿大单
heysimon
10-15
$Oklo Inc.(OKLO)$
难道核能发的电能卖高价?这玩意整的跟可控核聚变被实现了一样
heysimon
10-15
$Oklo Inc.(OKLO)$
疯球了
heysimon
10-10
$百度(BIDU)$
基因在那
heysimon
10-08
$小马智行(PONY)$
继续拉升啊,这么快就干熄火啦?机构继续干
heysimon
10-07
$小马智行(PONY)$
狗狗祟祟的又开始了,夜盘几千股拉高好几个点。强弩之末。
heysimon
10-06
$小马智行(PONY)$
今天又是主力控盘的一天?傻傻的散户不够用了都
heysimon
10-03
$小马智行(PONY)$
老虎的数据自己有矛盾,大单侦测尾盘999K 大单买入,单价24.06,那就是 999000×24.06=24035940 就是2400万,他自己的今日资金显示大单买入才1930万。 这数字还能出错?还是什么原因?有没有高人解答一下
heysimon
10-03
$小马智行(PONY)$
夜盘鬼鬼祟祟拉高一块左右,开盘试试这个价位稳不稳,稳继续拉高,不稳就先稳住,隔段时间再拉高,能多高就多高,直到拉不动,自由落体一会儿,直到理想价位(既要涨一些,又不能太离谱,吓到散户,营造持续涨的势能)继续控住。日复一日,都有散户入局。突破历史巅峰了,还要演,真是演不完啊。
heysimon
10-02
$小马智行(PONY)$
套路都烂了
heysimon
10-02
被动接招,更不看好,且美团迟早丢掉这个拐杖
地图成了本地生活的“萨拉热窝”
heysimon
10-02
中东真是钱多人傻
百度萝卜快跑海外受热捧:迪拜土豪用劳力士换试乘机会
heysimon
10-02
一个新闻冷饭炒大半个月
招商局与百度签约,共拓人工智能融合应用新场景
heysimon
09-30
$MongoDB Inc.(MDB)$
去老虎APP查看更多动态
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神秘力量故意压股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496946465882480","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"我都感觉2000亿市值玩出了20亿盘子的感觉。","text":"我都感觉2000亿市值玩出了20亿盘子的感觉。","html":"我都感觉2000亿市值玩出了20亿盘子的感觉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495176039310024,"gmtCreate":1761901292551,"gmtModify":1761901297401,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"title":"","htmlText":"<a 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又拉一坨大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493696013988200","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491835441418496,"gmtCreate":1761097840260,"gmtModify":1761097842618,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"不允许做空的股票,卖空是如何操作的?","listText":"不允许做空的股票,卖空是如何操作的?","text":"不允许做空的股票,卖空是如何操作的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491835441418496","repostId":"2577384493","repostType":2,"repost":{"id":"2577384493","kind":"news","pubTimestamp":1761035412,"share":"https://www.laohu8.com/m/news/2577384493?lang=&edition=full","pubTime":"2025-10-21 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577384493","media":"市场透视","summary":"云锋金融北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00376\">云锋金融</a>(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%</p><p>更多个股卖空数据请看下面视窗:</p><p>卖空数据是观测市场多空博弈的关键指标:</p><p>短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。</p><p>需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%</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每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 16:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云锋金融(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1501":"阿里概念股","BK1184":"人寿与健康保险","00376":"云锋金融","BK1584":"蚂蚁金服概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577384493","content_text":"云锋金融(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"00376":1.5}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490058395947848,"gmtCreate":1760670368880,"gmtModify":1760670371126,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"新能源都推十来年了,这才想起来了?","listText":"新能源都推十来年了,这才想起来了?","text":"新能源都推十来年了,这才想起来了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490058395947848","repostId":"1132969928","repostType":2,"repost":{"id":"1132969928","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":1760668499,"share":"https://www.laohu8.com/m/news/1132969928?lang=&edition=full","pubTime":"2025-10-17 10:34","market":"hk","language":"zh","title":"国家市场监管总局:建立并推动实施新能源汽车火灾事故企业报告制度","url":"https://stock-news.laohu8.com/highlight/detail?id=1132969928","media":"老虎资讯综合","summary":"创新召回监管体系,建立并推动实施新能源汽车火灾事故企业报告制度,汽车远程升级报告制度,试点开展汽车安全沙盒监管制度。近期正在会同工业和信息化部共同研究起草关于加强智能网联、新能源汽车产品召回生产一致性监督管理,规范宣传的通知,将进一步规范虚假、夸大宣传和非理性竞争等问题的监管。","content":"<html><head></head><body><p>10月17日,国家市场监管总局相关负责人10月17日在2025世界智能汽车大会上表示,截至9月,我国共实施汽车召回3230次,涉及车辆1.2亿辆,其中受市场监管总局调查影响召回的有652次,涉及车辆6378.86万辆,占召回车辆总数的53.18%。2024年因辅助驾驶系统问题召回的车辆有255.61万辆,占全年召回数量的23%。创新召回监管体系,建立并推动实施新能源汽车火灾事故企业报告制度,汽车远程升级报告制度,试点开展汽车安全沙盒监管制度。近期正在会同工业和信息化部共同研究起草关于加强智能网联、新能源汽车产品召回生产一致性监督管理,规范宣传的通知,将进一步规范虚假、夸大宣传和非理性竞争等问题的监管。 (第一财经)</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\" 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11:17","market":"hk","language":"zh","title":"三花智控斩获特斯拉Optimus机器人50亿大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2575276668","media":"制冷商情","summary":"近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。","content":"<html><body><article><p>近日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已向<a href=\"https://laohu8.com/S/002050\">三花智控</a>下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/k6iaRaKQXzuIU02QHhe8aNTAzzGibc3jElcicvPgzPlA1eTGZ8JURqhP2L8wFE2lnk1CKb4YrjITupaafjgIMOicoQ/640?wx_fmt=png&from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251015113755672v2065ap68ihslgl\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b><strong>制冷商情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","02050":"三花智控","BK1183":"工业机械"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575276668","content_text":"近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 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22:25","market":"hk","language":"zh","title":"地图成了本地生活的“萨拉热窝”","url":"https://stock-news.laohu8.com/highlight/detail?id=2571825428","media":"钛媒体","summary":"日前,百度联合美团、携程在百度地图推出“AI去·榜中榜”。常年在工具应用与商业化间摇摆的地图,顺理成章成为平台猛攻本地生活的长矛。这么来看,内部协调也好,外部联合也罢,都是平台尝试将地图打造成聚合本地服务的“超级入口”。小红书负责交易侧本地生活产品研发及运营工作的莱昂明确表示,内部认为本地生活是小红书绕不开的领域。","content":"<html><body><article><p>文 | 光子星球</p><p>补贴开道的外卖大战硝烟还未完全散去,大消费的主战场便由外卖转向了增量更明显、利润更高的到店业务。</p><p>日前,<a href=\"https://laohu8.com/S/BIDU\">百度</a>联合<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/TCOM\">携程</a>在<a href=\"https://laohu8.com/S/09888\">百度</a>地图推出“AI去·榜中榜”。除了百度基于用户出行数据推出的“用脚投票”榜单外,大众点评与<a href=\"https://laohu8.com/S/09961\">携程</a>口碑榜赫然在列。</p><p>面对<a href=\"https://laohu8.com/S/BABA\">阿里</a>以高德为基点,串联淘宝闪购、饿了么与飞猪的高德扫街榜,百度在短短两星期多的时间内拉上了<a href=\"https://laohu8.com/S/03690\">美团</a>与携程。这两位早先还在OTA互相渗透的本地服务与OTA巨头,在百度攒局下组成了“复仇者联盟”。</p><p>回顾早先外卖大战,美团显处于守势;携程未受波及,却也不乏飞猪借大淘宝生态起飞的担忧。百度地图的“复仇”心态尤甚,毕竟其与高德<a href=\"https://laohu8.com/S/002835\">同为</a>地图工具,在用户规模上存在相当的差距。据QuestMobile日前发布的《2025全景生态流量秋季报告》显示,截至8月,高德去重月活为9.62亿,百度地图去重月活为5.94亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929013108993d206biout13nid5\"/><p>与高德一般,百度将点评榜单视作核心驱动。除了<a href=\"https://laohu8.com/S/09988\">阿里</a>与百度,小红书同样在试跑点评的业务模型。</p><p>点评之所以能成为新老势力的共同选择,是因为其是LBS(基于位置的服务)逻辑的自然延伸,各家都有一定基建基础。更重要的是,导航-点评还是搜推一体服务的典型代表——既能让用户的主动搜索得到满足,也能通过平台算法推荐来引导消费决策。</p><p>早在10年前,高德与百度地图便是阿里与百度的O2O前哨站。彼时“万物皆可上线”还是资本故事,而今本地生活的平台竞争持续向纵深,生态协同让提供LBS数据服务的地图重回舞台中央。<strong>阿里百度,以图为矛</strong></p><p>用户的搜索行为高度场景化、即时化的本地生活,天然与LBS深度绑定,这是地图在这场到店、到家乃至OTA协同之战中率先发难的底层逻辑。</p><p>回顾过去十年,地图平台不乏进军本地“金矿”的野望与动作,却往往不了了之。功能臃肿影响用户体验还是其次,根本原因在于过去平台的大数据处理能力不足,地图应用的数据飞轮也就卡在了这里。</p><p>打个不算恰当的比方,如果地图平台只能根据用户出行频次提供目的地推荐,恐怕绝大多数人的推荐列表都会为人流密集的商圈所覆盖。所谓精准推荐,便是尽可能引入更多数据维度,做到“千人千面”。</p><p>值此,AI带来的多模态能力不仅能为供给侧的经营提效,更能为平台的数据处理提效。高德扫街榜与百度爱去榜均试图用AI+LBS重构平台的数据处理底层:出行与消费数据经由AI打通与处理,不似10年前般需要人工进行数据的清洗与加权。</p><p>常年在工具应用与商业化间摇摆的地图,顺理成章成为平台猛攻本地生活的长矛。平台在相似逻辑下追求最大效益,但不同的平台生态导向了不同的打法。</p><p>高德在“飞高了”基础上试图进一步拆除业务藩篱,以求内部协同。其背后庞大的本地生活生态,让扫街榜无需自己完成交易闭环,而是作为“流量中枢”,为淘宝闪购、飞猪等成熟业务提供数据支撑——高德可以不赚钱,但可以让生态内的消费平台赚到钱。</p><p>百度早早撇开本地服务,自身不具备交易闭环,只能靠保有的地图服务本身以及搜索能力搞“外交”。这是其能捕捉到美团、携程共同焦虑,从而实现跨平台出行消费“数据众筹”的前提。除了出于地图业务竞争的维度,进可由API接口收过路费,退可借消费流量提升用户规模的百度地图,在身段上较高德更为灵活。</p><p>不过,从美团与携程的现状来看,百度与其的合作模式大概率是前者。毕竟,不论是本地服务、OTA还是地图,本质上都是几乎所有场景都属于“用完即走”的工具平台。这是百度可以在极短时间内说动处于对抗态下的两大平台的重要原因。</p><p>9月10日,高德扫街榜发布,百度爱去榜则于9月27日冷启,两个时间节点间隔仅两个多星期。考虑到跨平台数据打通与产品工期,其动作不可谓不快——为了争抢国庆假期的消费高峰,三大平台连发布会都省了。</p><p>高德扫街榜发布时,出于外卖大战的影响,业内对地图的“统战”效应的解读更多集中在到店到家的业务协同上,飞猪代表的OTA还存在一定的变数。平台短期内很难再找到似国庆这般的出行消费高峰,作为本地服务与OTA消费的交叉试验场。</p><p>这么来看,内部协调也好,外部联合也罢,都是平台尝试将地图打造成聚合本地服务的“超级入口”。两大集团对垒的局面业已形成,这或许是奠定未来5年甚至10年本地生活竞争格局的重要战役。第一战的战场,便是国庆假期。<strong>“文科生”小红书</strong></p><p>即便本地生活打得再是火热,高德和百度各自内外联动的实力再强,还是给后来者留了一个入场机会:真实且带有人味的点评。</p><p>高德导航-到店所形成的数据飞轮,仍然需要有其他手段激发用户留下真实评论,而非“用完即走”。百度地图联合美团、携程两家巨头,并在榜单中接入了两家的点评体系,实际上是一次资源整合与复用。类似于在地图产品上,增加了一个PC时代的hao123(全国性的聚合网站)。</p><p>阿里与百度联盟入局到店的逻辑都带有理科生色彩。两家图商都是围绕LBS数据与AI能力,通过一套理性系统积累信任<span>资产</span>,解决点评的真实性问题。</p><p>叔本华说过,人可以做他想做的,但是不能要他所想要的。如果叔本华的论断成立,那么只要能完成信任资产积累的点评产品,都可以获得自己的用户群体。</p><p>在巨头之外,小红书在试水一种非理科生色彩的点评,试图用差异化的方式入局本地生活。小红书负责交易侧本地生活产品研发及运营工作的莱昂明确表示,内部认为本地生活是小红书绕不开的领域。小红书“生活方式”导向,迫使其不得不做。</p><p>在小红书第三届马路生活节前夕,应用端上线了小红卡,卡内设置了“精选门店”功能。光子星球了解到,精选门店实际上是小红书版的点评,该评价的依据主要来自社区。</p><p>具体策略是,用户在社区互动中生产了大量真实度较高的笔记、评论等沉淀内容,小红书通过技术手段,将去中心化的互动内容,以“精选门店”这种中心化产品形态呈现。</p><p>精选门店功能目前有了一定的雏形,与大众点评的页面很相似,只是在评论来源和POI(门店页)内容上与大众点评不同。莱昂表示,小红卡精选门店是“把用户留在笔记,留在评论里面的口碑和内容,聚合成门店页”。</p><p>如果横向对比可以看到,目前所有点评,皆高度依赖工具产品吸引流量,并通过跳转到服务产品上核销。而小红书的社区本身就是流量与用户反馈来源,弥补了点评产品缺乏社区的短板。社区对于点评最大的价值在于用户激发。</p><p>一个直观的差异便是,用户更容易在社区留下评价,也更容易持续讨论。当然,这种评价维度也更容易被人“操控”。</p><p>光有流量不足以构成业务闭环,还需要核销手段。对于平台而言,核销既是服务的终点,也是商业化的终点,同时还是最刚性的用户反馈——真金白银的消费胜过一切。</p><p>相比跳转,小红书的核销方式具有很大的弹性。据了解,小红书实现核销的主要手段是靠小红卡扫码。为了让用户向商家出示小红卡中的二维码,小红卡设置了精选门店通用9折的福利。但是,168元的购卡成本,限制了用户规模。</p><p>“168元的价格,不能让所有用户买单,只能筛选那些不在乎168元的用户。”某入驻小红卡的商家,用一种带有马尔克斯风格的话表达了自己的看法。</p><p>小红书的设想是通过小红卡对用户、商家、自身产生连锁反应。对用户而言,小红卡并非会员卡,而是一种付费权益,或者说购买身份识别。对商家而言,小红卡用户是精准筛选出来的优质群体,自己可以提供差异化福利,如伴手礼、情绪消费品等。</p><p>对小红书来说,小红卡是<a href=\"https://laohu8.com/S/300959\">线上线下</a>的连接,也是其本地生活的核销手段。<strong>本地新局:双雄夹本“书”</strong></p><p>小红书对于本地生活的定位目前还处于测试状态。从竞争角度去看小红书的本地生活策略,固然不错,但我们了解到,内部对于本地业务暂时处于自我价值评估的阶段。</p><p>点评存在用户信任、商家经营、平台商业化的“不可能三角”,小红书哪怕看起来再是美好,也不可能面面俱到。从目前“毛坯”的状态来看,其平台商业化元素相对最不明显。</p><p>相较而言,以高德为核心的阿里到店和百度攒局的到店才是当下本地生活的两大阵营。</p><p>我们在此前文章提到,高德扫街榜是一个技术和LBS数据驱动的信用产品,是阿里重启到店业务中的战略性动作。</p><p>放弃商业化后,高德扫街榜能够专注用户体验和商家经营,至于赚钱的任务,可以完全交给阿里生态中的其他业务完成。日前,淘宝与饿了么、支付宝上线团购,表明阿里的到店策略是以内部业务协同的方式推进,借助交叉销售而做强“大消费平台”的入口价值。</p><p>百度地图的情况较为复杂。</p><p>百度此时联合两家,组建“复仇者联盟”,抓住了很好的时机。美团与携程原本在OTA领域打得异常火热,可看到阿里猛攻本地生活,都选择了暂时放下嫌隙,一致对敌。</p><p>美团和携程是各自赛道中的巨头,将解决百度地图缺乏承接服务的短板。爱去榜相当于为美团和携程提供了一张共有地图,能与阿里形成对位竞争。与此同时,自己也能顺此成为本地生活的新入口。</p><p>联合巨头同时也极具挑战,毕竟都是巨头,共同联合的动因有一部分,来自共同的竞争对手。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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地图成了本地生活的“萨拉热窝”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-28 22:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929013110a6a478ee&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 光子星球补贴开道的外卖大战硝烟还未完全散去,大消费的主战场便由外卖转向了增量更明显、利润更高的到店业务。日前,百度联合美团、携程在百度地图推出“AI去·榜中榜”。除了百度基于用户出行数据推出的“用脚投票”榜单外,大众点评与携程口碑榜赫然在列。面对阿里以高德为基点,串联淘宝闪购、饿了么与飞猪的高德扫街榜,百度在短短两星期多的时间内拉上了美团与携程。这两位早先还在OTA互相渗透的本地服务与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929013110a6a478ee&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","09961":"携程集团-S","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0287142896.SGD":"Fidelity China Focus 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光子星球补贴开道的外卖大战硝烟还未完全散去,大消费的主战场便由外卖转向了增量更明显、利润更高的到店业务。日前,百度联合美团、携程在百度地图推出“AI去·榜中榜”。除了百度基于用户出行数据推出的“用脚投票”榜单外,大众点评与携程口碑榜赫然在列。面对阿里以高德为基点,串联淘宝闪购、饿了么与飞猪的高德扫街榜,百度在短短两星期多的时间内拉上了美团与携程。这两位早先还在OTA互相渗透的本地服务与OTA巨头,在百度攒局下组成了“复仇者联盟”。回顾早先外卖大战,美团显处于守势;携程未受波及,却也不乏飞猪借大淘宝生态起飞的担忧。百度地图的“复仇”心态尤甚,毕竟其与高德同为地图工具,在用户规模上存在相当的差距。据QuestMobile日前发布的《2025全景生态流量秋季报告》显示,截至8月,高德去重月活为9.62亿,百度地图去重月活为5.94亿。与高德一般,百度将点评榜单视作核心驱动。除了阿里与百度,小红书同样在试跑点评的业务模型。点评之所以能成为新老势力的共同选择,是因为其是LBS(基于位置的服务)逻辑的自然延伸,各家都有一定基建基础。更重要的是,导航-点评还是搜推一体服务的典型代表——既能让用户的主动搜索得到满足,也能通过平台算法推荐来引导消费决策。早在10年前,高德与百度地图便是阿里与百度的O2O前哨站。彼时“万物皆可上线”还是资本故事,而今本地生活的平台竞争持续向纵深,生态协同让提供LBS数据服务的地图重回舞台中央。阿里百度,以图为矛用户的搜索行为高度场景化、即时化的本地生活,天然与LBS深度绑定,这是地图在这场到店、到家乃至OTA协同之战中率先发难的底层逻辑。回顾过去十年,地图平台不乏进军本地“金矿”的野望与动作,却往往不了了之。功能臃肿影响用户体验还是其次,根本原因在于过去平台的大数据处理能力不足,地图应用的数据飞轮也就卡在了这里。打个不算恰当的比方,如果地图平台只能根据用户出行频次提供目的地推荐,恐怕绝大多数人的推荐列表都会为人流密集的商圈所覆盖。所谓精准推荐,便是尽可能引入更多数据维度,做到“千人千面”。值此,AI带来的多模态能力不仅能为供给侧的经营提效,更能为平台的数据处理提效。高德扫街榜与百度爱去榜均试图用AI+LBS重构平台的数据处理底层:出行与消费数据经由AI打通与处理,不似10年前般需要人工进行数据的清洗与加权。常年在工具应用与商业化间摇摆的地图,顺理成章成为平台猛攻本地生活的长矛。平台在相似逻辑下追求最大效益,但不同的平台生态导向了不同的打法。高德在“飞高了”基础上试图进一步拆除业务藩篱,以求内部协同。其背后庞大的本地生活生态,让扫街榜无需自己完成交易闭环,而是作为“流量中枢”,为淘宝闪购、飞猪等成熟业务提供数据支撑——高德可以不赚钱,但可以让生态内的消费平台赚到钱。百度早早撇开本地服务,自身不具备交易闭环,只能靠保有的地图服务本身以及搜索能力搞“外交”。这是其能捕捉到美团、携程共同焦虑,从而实现跨平台出行消费“数据众筹”的前提。除了出于地图业务竞争的维度,进可由API接口收过路费,退可借消费流量提升用户规模的百度地图,在身段上较高德更为灵活。不过,从美团与携程的现状来看,百度与其的合作模式大概率是前者。毕竟,不论是本地服务、OTA还是地图,本质上都是几乎所有场景都属于“用完即走”的工具平台。这是百度可以在极短时间内说动处于对抗态下的两大平台的重要原因。9月10日,高德扫街榜发布,百度爱去榜则于9月27日冷启,两个时间节点间隔仅两个多星期。考虑到跨平台数据打通与产品工期,其动作不可谓不快——为了争抢国庆假期的消费高峰,三大平台连发布会都省了。高德扫街榜发布时,出于外卖大战的影响,业内对地图的“统战”效应的解读更多集中在到店到家的业务协同上,飞猪代表的OTA还存在一定的变数。平台短期内很难再找到似国庆这般的出行消费高峰,作为本地服务与OTA消费的交叉试验场。这么来看,内部协调也好,外部联合也罢,都是平台尝试将地图打造成聚合本地服务的“超级入口”。两大集团对垒的局面业已形成,这或许是奠定未来5年甚至10年本地生活竞争格局的重要战役。第一战的战场,便是国庆假期。“文科生”小红书即便本地生活打得再是火热,高德和百度各自内外联动的实力再强,还是给后来者留了一个入场机会:真实且带有人味的点评。高德导航-到店所形成的数据飞轮,仍然需要有其他手段激发用户留下真实评论,而非“用完即走”。百度地图联合美团、携程两家巨头,并在榜单中接入了两家的点评体系,实际上是一次资源整合与复用。类似于在地图产品上,增加了一个PC时代的hao123(全国性的聚合网站)。阿里与百度联盟入局到店的逻辑都带有理科生色彩。两家图商都是围绕LBS数据与AI能力,通过一套理性系统积累信任资产,解决点评的真实性问题。叔本华说过,人可以做他想做的,但是不能要他所想要的。如果叔本华的论断成立,那么只要能完成信任资产积累的点评产品,都可以获得自己的用户群体。在巨头之外,小红书在试水一种非理科生色彩的点评,试图用差异化的方式入局本地生活。小红书负责交易侧本地生活产品研发及运营工作的莱昂明确表示,内部认为本地生活是小红书绕不开的领域。小红书“生活方式”导向,迫使其不得不做。在小红书第三届马路生活节前夕,应用端上线了小红卡,卡内设置了“精选门店”功能。光子星球了解到,精选门店实际上是小红书版的点评,该评价的依据主要来自社区。具体策略是,用户在社区互动中生产了大量真实度较高的笔记、评论等沉淀内容,小红书通过技术手段,将去中心化的互动内容,以“精选门店”这种中心化产品形态呈现。精选门店功能目前有了一定的雏形,与大众点评的页面很相似,只是在评论来源和POI(门店页)内容上与大众点评不同。莱昂表示,小红卡精选门店是“把用户留在笔记,留在评论里面的口碑和内容,聚合成门店页”。如果横向对比可以看到,目前所有点评,皆高度依赖工具产品吸引流量,并通过跳转到服务产品上核销。而小红书的社区本身就是流量与用户反馈来源,弥补了点评产品缺乏社区的短板。社区对于点评最大的价值在于用户激发。一个直观的差异便是,用户更容易在社区留下评价,也更容易持续讨论。当然,这种评价维度也更容易被人“操控”。光有流量不足以构成业务闭环,还需要核销手段。对于平台而言,核销既是服务的终点,也是商业化的终点,同时还是最刚性的用户反馈——真金白银的消费胜过一切。相比跳转,小红书的核销方式具有很大的弹性。据了解,小红书实现核销的主要手段是靠小红卡扫码。为了让用户向商家出示小红卡中的二维码,小红卡设置了精选门店通用9折的福利。但是,168元的购卡成本,限制了用户规模。“168元的价格,不能让所有用户买单,只能筛选那些不在乎168元的用户。”某入驻小红卡的商家,用一种带有马尔克斯风格的话表达了自己的看法。小红书的设想是通过小红卡对用户、商家、自身产生连锁反应。对用户而言,小红卡并非会员卡,而是一种付费权益,或者说购买身份识别。对商家而言,小红卡用户是精准筛选出来的优质群体,自己可以提供差异化福利,如伴手礼、情绪消费品等。对小红书来说,小红卡是线上线下的连接,也是其本地生活的核销手段。本地新局:双雄夹本“书”小红书对于本地生活的定位目前还处于测试状态。从竞争角度去看小红书的本地生活策略,固然不错,但我们了解到,内部对于本地业务暂时处于自我价值评估的阶段。点评存在用户信任、商家经营、平台商业化的“不可能三角”,小红书哪怕看起来再是美好,也不可能面面俱到。从目前“毛坯”的状态来看,其平台商业化元素相对最不明显。相较而言,以高德为核心的阿里到店和百度攒局的到店才是当下本地生活的两大阵营。我们在此前文章提到,高德扫街榜是一个技术和LBS数据驱动的信用产品,是阿里重启到店业务中的战略性动作。放弃商业化后,高德扫街榜能够专注用户体验和商家经营,至于赚钱的任务,可以完全交给阿里生态中的其他业务完成。日前,淘宝与饿了么、支付宝上线团购,表明阿里的到店策略是以内部业务协同的方式推进,借助交叉销售而做强“大消费平台”的入口价值。百度地图的情况较为复杂。百度此时联合两家,组建“复仇者联盟”,抓住了很好的时机。美团与携程原本在OTA领域打得异常火热,可看到阿里猛攻本地生活,都选择了暂时放下嫌隙,一致对敌。美团和携程是各自赛道中的巨头,将解决百度地图缺乏承接服务的短板。爱去榜相当于为美团和携程提供了一张共有地图,能与阿里形成对位竞争。与此同时,自己也能顺此成为本地生活的新入口。联合巨头同时也极具挑战,毕竟都是巨头,共同联合的动因有一部分,来自共同的竞争对手。","news_type":1,"symbols_score_info":{"03690":0.75,"09888":0.9,"09961":0.84,"09988":0.9,"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484782062755904,"gmtCreate":1759384060357,"gmtModify":1759384613320,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"中东真是钱多人傻","listText":"中东真是钱多人傻","text":"中东真是钱多人傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484782062755904","repostId":"2571388136","repostType":2,"repost":{"id":"2571388136","kind":"news","pubTimestamp":1759134305,"share":"https://www.laohu8.com/m/news/2571388136?lang=&edition=full","pubTime":"2025-09-29 16:25","market":"hk","language":"zh","title":"百度萝卜快跑海外受热捧:迪拜土豪用劳力士换试乘机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2571388136","media":"三言科技","summary":"在迪拜世界自动驾驶大会期间,百度旗下的萝卜快跑第六代无人车成为唯一试乘车队,试乘名额极为抢手。一名迪拜男子因未抢到预约,在视频中挥动劳力士金表,表示愿意用其换取一次试乘体验,称“错过了未来”。萝卜快跑此前获得了迪拜道路交通局颁发的首张自动驾驶测试001号牌照。","content":"<html><body><article><p>在迪拜世界自动驾驶大会期间,<a href=\"https://laohu8.com/S/BIDU\">百度</a>旗下的萝卜快跑第六代无人车成为唯一试乘车队,试乘名额极为抢手。一名迪拜男子因未抢到预约,在视频中挥动劳力士金表,表示愿意用其换取一次试乘体验,称“错过了未来”。</p><img src=\"https://inews.gtimg.com/om_bt/OZXq-YtlGVdQp5tzzDjeOdQdkEwYAwAav-9PPgT5NLi5IAA/0\"/><p>萝卜快跑此前获得了迪拜道路交通局颁发的首张自动驾驶测试001号牌照。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929162848a6a5cd03&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","BK1615":"港股-互联网","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK1575":"同股不同权","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK1587":"次新股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) 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19:31","market":"hk","language":"zh","title":"招商局与百度签约,共拓人工智能融合应用新场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2572422535","media":"信德海事","summary":"9月15日,招商局集团与百度集团在深圳签署战略合作框架协议。招商局集团董事长缪建民与百度创始人李彦宏进行会谈并见证签约。招商局集团副总经理邓仁杰与百度集团执行副总裁沈抖代表双方签署协议。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251001193634628v163b2emnn6rgrn\"/><p>9月15日,招商局集团与<a href=\"https://laohu8.com/S/BIDU\">百度</a>集团在深圳签署战略合作框架协议。招商局集团董事长缪建民与<a href=\"https://laohu8.com/S/09888\">百度</a>创始人李彦宏进行会谈并见证签约。招商局集团副总经理邓仁杰与百度集团执行副总裁沈抖代表双方签署协议。招商局集团副总经理蒋铁峰,总经理助理、董事会秘书,集团办公室主任张军立,百度集团副总裁袁佛玉出席活动。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251001193635298v16324u88ecyibu\"/><p>根据协议,双方将通过紧密合作,积极发挥各自优势,在科创产业、交通物流、综合金融、地产园区等领域开展合作,构建双赢、可持续发展的战略合作伙伴关系,实现资源共享、优势互补、互利共赢、共同发展。</p><p>签约仪式前,双方进行了会谈交流。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/I2AWicuaq6RRsDiclkUMbaC7wf90lKL9jIhH4Q6ZnRLl4cNia8NYsS6fibrFnY2NPCktUb7y6UpYU0gGtvVSnm4Rpw/640?wx_fmt=jpeg&from=appmsg&tp=wxpic&wxfrom=5&wx_lazy=1#imgIndex=3\"/><p>缪建民介绍了招商局集团的发展历程及四大业务板块最新发展情况。他表示,招商局生于自强求富、兴于改革开放、强于<a href=\"https://laohu8.com/S/00166\">新时代</a>新征程,当前正加快推进传统产业转型升级,锚定数智科技、生命科技、绿色科技三大赛道,积极培育战略性新兴产业,高质量发展取得新成效。招商局集团与百度集团合作基础良好,人工智能是招商局集团下一步发展的重点,希望通过签署协议,在数智化方面及<span>股权投资</span>、金融、物流、物业管理与租赁等领域深化合作,尤其是加强云计算、AI大模型、创新医药等方面合作,推动双方合作不断迈上新台阶。</p><p>李彦宏介绍了百度集团的最新发展情况及人工智能技术演进的新趋势。他表示,招商局集团拥有150多年深厚积淀,至今仍保持庞大体量与敏捷身姿,在战略布局与科技应用上展现出前瞻视野,值得借鉴。当前,AI大模型技术已经到了一个临界点,正加速从技术突破走向规模化落地,并在真实产业场景中释放价值。未来,期待双方围绕大模型应用、智能体(Agent)、数字人/数字员工等方向,从具体业务场景切入,共同打造可量化、可持续的产业智能化成果。</p><p><strong>来源:百年招商局</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251001193812a6a9e804&s=b><strong>信德海事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月15日,招商局集团与百度集团在深圳签署战略合作框架协议。招商局集团董事长缪建民与百度创始人李彦宏进行会谈并见证签约。招商局集团副总经理邓仁杰与百度集团执行副总裁沈抖代表双方签署协议。招商局集团副总经理蒋铁峰,总经理助理、董事会秘书,集团办公室主任张军立,百度集团副总裁袁佛玉出席活动。根据协议,双方将通过紧密合作,积极发挥各自优势,在科创产业、交通物流、综合金融、地产园区等领域开展合作,构建双赢...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251001193812a6a9e804&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A 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难道核能发的电能卖高价?这玩意整的跟可控核聚变被实现了一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/489512492691512","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"过几千年就可以研发像拳头大小的能量球了。看到100万+","text":"过几千年就可以研发像拳头大小的能量球了。看到100万+","html":"过几千年就可以研发像拳头大小的能量球了。看到100万+"},{"author":{"id":"3472715111224968","authorId":"3472715111224968","name":"辰刃总卖飞","avatar":"https://static.tigerbbs.com/5ad1a64e7db1d16f20bfae2280361a17","crmLevel":7,"crmLevelSwitch":1,"idStr":"3472715111224968","authorIdStr":"3472715111224968"},"content":"明显有庄家操控[捂脸]","text":"明显有庄家操控[捂脸]","html":"明显有庄家操控[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455607507566688,"gmtCreate":1752269557179,"gmtModify":1752269559058,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"思考下是不是科技想要什么?为什么这个世界的未来大家愿意相信科幻,而不是政幻?不是经幻?军幻?","listText":"思考下是不是科技想要什么?为什么这个世界的未来大家愿意相信科幻,而不是政幻?不是经幻?军幻?","text":"思考下是不是科技想要什么?为什么这个世界的未来大家愿意相信科幻,而不是政幻?不是经幻?军幻?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455607507566688","repostId":"1192381319","repostType":2,"repost":{"id":"1192381319","kind":"news","pubTimestamp":1752239520,"share":"https://www.laohu8.com/m/news/1192381319?lang=&edition=full","pubTime":"2025-07-11 21:12","market":"us","language":"zh","title":"马斯克,为什么非要从政?","url":"https://stock-news.laohu8.com/highlight/detail?id=1192381319","media":"正解局","summary":"马斯克被多次警告不要抢总统的风头。5月30日,马斯克与特朗普在白宫官宣“分手”。特朗普威胁要审查马斯克所有的政府承包合同,要砍掉订单,甚至把马斯克“驱逐出境”。为什么马斯克一定要参与政治呢?早年的马斯克,政治态度并不这样,大体经历了四次关键转折。这一时期的马斯克,对政治保持着谨慎的距离。2021年,马斯克以440亿美元收购Twitter,并改名为“X”。","content":"<html><head></head><body><p>只要接受过义务教育的朋友,可能都知道,美国政治就是“驴象之争”:</p><p style=\"text-align: justify;\">美国是“两党制”,民主党(驴子)、共和党(大象)轮流坐庄。比如,现在的总统特朗普是共和党人,上一个总统拜登是民主党人。</p><p style=\"text-align: justify;\">但已经连续了170多年的“驴象之争”,恐怕要闯进一匹“马”:</p><p style=\"text-align: justify;\">马斯克宣布,要成立新的政党:美国党(America Party)。</p><p style=\"text-align: justify;\">世界首富,正式向美国两党制宣战。</p><p style=\"text-align: justify;\">虽然,新政党还没办完手续,也没什么宣传,但是根据民调,有14%的人表示会投票给“美国党”,能量已经不小!</p><p style=\"text-align: justify;\">很多人震惊:一个造火箭、造电动车的科技狂人,拥有4000亿美元身家的首富,为什么要蹚政治这趟浑水?</p><p style=\"text-align: justify;\">但如果你仔细梳理马斯克商业帝国与美国政府的关系,就会发现一个残酷的真相:</p><p style=\"text-align: justify;\">马斯克从政,不是野心的膨胀,而是一种“王者的无奈”。</p><p style=\"text-align: justify;\">当生意与政策深度绑定时,政治就不再是选择题,而是必答题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313c2efea0b5b081e863c429b5ebecf4\" title=\"\" tg-width=\"1080\" tg-height=\"220\"/></p><p style=\"text-align: left;\">几乎地球人都知道,马斯克是特朗普这次竞选总统的大金主,对特朗普寄予厚望。</p><p style=\"text-align: justify;\">马斯克也是真金白银砸钱挺特朗普竞选,一口气掏出了近3亿美元!</p><p style=\"text-align: justify;\">成立专门的团队筹钱,陪着特朗普到处演讲,还在自家的社交平台X上(以前的推特),对着2亿多粉丝狂喊“支持特朗普”!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b6cc827505f48327fc7a75b05e28e92\" title=\"\" tg-width=\"1000\" tg-height=\"666\"/></p><p style=\"text-align: justify;\">特朗普也投桃报李,很够意思。</p><p style=\"text-align: justify;\">在上任第一天,就签署行政令成立“政府效率部”(DOGE),授予马斯克极大的权力,支持他声势浩大地查账、裁员、整顿旧部。</p><p style=\"text-align: justify;\">特朗普无论在白宫还是在他家海湖庄园,都大大方方把马斯克拉在身边,毫不避嫌,那架势仿佛是官方认证:这是我兄弟!</p><p style=\"text-align: justify;\">可谁能想到,这俩大佬的关系,三个月不到就从“蜜月期”摔到了“分手局”,坐过山车都没这么刺激。</p><p style=\"text-align: justify;\">马斯克被多次警告不要抢总统的风头。</p><p style=\"text-align: justify;\">特朗普在4月2日对超过100个贸易伙伴发起所谓“对等关税”。马斯克在X上大骂政策幕后操盘手纳瓦罗“比一块砖头还笨”,还和财政部长贝森特在白宫互骂,甚至发生肢体冲突。</p><p style=\"text-align: justify;\">至于政府效率部,不仅没得功劳,反而成了政府问题的“替罪羊”。</p><p style=\"text-align: justify;\">按照DOGE网站自己的说法,它给美国纳税人节省了1750亿美元,可结果呢?</p><p style=\"text-align: justify;\">阻碍远比想象的大,DOGE所针对的几家联邦机构同比只削减了约190亿美元的支出,仅占联邦总支出的0.5%,远低于最初设定的2万亿美元目标。</p><p style=\"text-align: justify;\">马斯克曾经不遗余力地举荐富豪朋友艾萨克曼去当美国国家航空航天局(NASA)局长,也泡汤了。</p><p style=\"text-align: justify;\">5月30日,马斯克与特朗普在白宫官宣“分手”。然后,马斯克一边猛烈抨击特朗普力挺的“大而美”法案,一边却眼睁睁看着它“与DOGE曾经推进的目标背道而驰”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ee34560af11edb3da2e59d6ef57450d\" title=\"\" tg-width=\"768\" tg-height=\"512\"/></p><p style=\"text-align: justify;\">特朗普威胁要审查马斯克所有的政府承包合同,要砍掉订单,甚至把马斯克“驱逐出境”。</p><p style=\"text-align: justify;\">终于,马斯克干脆另起炉灶创立新党——“美国党”。</p><p style=\"text-align: justify;\">为什么马斯克一定要参与政治呢?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a689ec39fe7a83d66059217319df1669\" title=\"\" tg-width=\"1080\" tg-height=\"220\"/></p><p style=\"text-align: left;\">早年的马斯克,政治态度并不这样,大体经历了四次关键转折。</p><p style=\"text-align: justify;\">第一次转折(2003-2013):天真的理想主义者</p><p style=\"text-align: justify;\">早期的马斯克,是一个典型的硅谷技术自由派。</p><p style=\"text-align: justify;\">2003-2004年,他向共和党和民主党都捐赠了2000美元,像个两头不得罪的“票友”。</p><p style=\"text-align: justify;\">在2008年和2011年,他明确支持奥巴马,并向民主党捐款超过6万美元。</p><p style=\"text-align: justify;\">那时的马斯克相信政府可以推动积极的变革。奥巴马政府对清洁能源和科技创新的支持,让他感受到希望。</p><p style=\"text-align: justify;\">第二次转折(2014-2020):困惑的中间派</p><p style=\"text-align: justify;\">从2014年开始,马斯克开始自称“温和民主党人”。</p><p style=\"text-align: justify;\">2016年,他投票支持希拉里·克林顿。2020年,他投票支持乔·拜登。</p><p style=\"text-align: justify;\">但这两次投票,更多是出于对特朗普的反感,而非对民主党的认同。</p><p style=\"text-align: justify;\">这一时期的马斯克,对政治保持着谨慎的距离。他曾公开表示:“我希望远离政治。”</p><p style=\"text-align: justify;\">可惜现实不允许他置身事外。</p><p style=\"text-align: justify;\">第三次转折(2021-2024):深度政治参与</p><p style=\"text-align: justify;\">2021年前后,当他的大儿子瞒着他改变了性别和姓名后,他对民主党那套“觉醒文化”产生了强烈反感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0311752df1c6db57973cc529e8c42d\" title=\"左派越走越远导致原先的中间派成为右派,图片来自马斯克自己的分析\" tg-width=\"554\" tg-height=\"312\"/><span>左派越走越远导致原先的中间派成为右派,图片来自马斯克自己的分析</span></p><p style=\"text-align: justify;\">在马斯克看来,奥巴马以后民主党的政治议程越来越“左”,被觉醒主义(wokeness)绑架,民主党自身变得越来越极端,让他不情不愿地站在了政治光谱的右侧。</p><p style=\"text-align: justify;\">2021年,马斯克以440亿美元收购Twitter,并改名为“X”。马斯克获得了强大的政治传播能力,他的推文可以影响股市,可以左右舆论,可以改变选举走向。</p><p style=\"text-align: justify;\">终于在2024年马斯克全面倒向特朗普,出人出钱出力。</p><p style=\"text-align: justify;\">在与特朗普的蜜月期里,他曾以为自己终于找到了政治与商业的平衡点。</p><p style=\"text-align: justify;\">第四次转折(2025至今):政治领导者</p><p style=\"text-align: justify;\">随着“对等关税”和“大而美”法案的出台,平衡被彻底打破了。</p><p style=\"text-align: justify;\">马斯克发现他刚驱走了狼,却养虎为患,便做出了这个大胆的决定:自己搞政治。</p><p style=\"text-align: justify;\">一个新政党在X上成立,没有政治纲领,没有代表大会,没有红旗招展,前所未有。</p><p style=\"text-align: justify;\">马斯克懂了:政治从来不相信眼泪,更不相信感情;在政治面前,再大的企业家也只是棋子。</p><p style=\"text-align: justify;\">把头埋在沙子里的事他也不是没有干过,但是你不理政治,政治就一定会理你。</p><p style=\"text-align: justify;\">要想不被人下棋,就必须自己做棋手,毕竟,马斯克已经大到美国政治社会无法忽视的地步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba43031eb8e678fb264e1551c2c54ec2\" title=\"\" tg-width=\"1080\" tg-height=\"220\"/></p><p style=\"text-align: left;\">中国那句俗话说得好,树大就一定会招风。</p><p style=\"text-align: justify;\">当年的极客宅男比尔·盖茨问鼎首富时,一直在政治上不活跃、不亲近、不站队,但也招架不住上世纪90年代末美国司法部对微软发起反垄断诉讼,该案历时多年,一度判决要求拆分微软。</p><p style=\"text-align: justify;\">盖茨在听证会上屡遭批评后,很快意识到,只专注技术和产品无法保护公司利益。</p><p style=\"text-align: justify;\">他开始亲自出现在国会就技术、教育、公共卫生等议题作证,并让微软及其政治行动委员会大幅增加对两党候选人的捐赠。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/904bd272c275df2f6fb6b41691b9f0e5\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p style=\"text-align: justify;\">仅在1997–1998年间,微软就向共和党全国委员会和各州政党及相关组织捐赠近40万美元,比历史同期几乎翻了数倍。他还通过比尔&梅琳达・盖茨基金会,建立起一个“软性政治势力”网络,大跨步拥抱“政策影响力”。</p><p style=\"text-align: justify;\">其实正是同样的道理,印证在埃隆・马斯克身上。</p><p style=\"text-align: justify;\">根据彭博社和福布斯的实时统计,他的身家在2025年中约为3630亿美元,起起伏伏将近4000亿,妥妥全球首富。</p><p style=\"text-align: justify;\">他的科技帝国横跨社交媒体、能源、太空、AI、交通、医药等领域,早已无法在华盛顿的政治风暴中独善其身。</p><p style=\"text-align: justify;\">首先,任何一项法案、一个政策、一纸总统令,都可能精准地切走他一大块蛋糕。</p><p style=\"text-align: justify;\">今年年初《华盛顿邮报》发现,过去20年间,马斯克旗下的公司通过政府合同、贷款、补贴和税收抵免等形式累计获得380亿美元政府资金支持,其中近三分之二是在过去五年内到账的。</p><p style=\"text-align: justify;\">仅去年,联邦和地方财政就向他的公司注入63亿美元,创下历史新高。</p><p style=\"text-align: justify;\">而根据美国多家财经媒体和分析师测算,“大而美”法案终止了消费者购买电动车时7500美元的联邦税收抵免政策,可能导致马斯克名下特斯拉年利润减少约12亿美元。</p><p style=\"text-align: justify;\">该法案同时废除了企业平均燃油经济性标准(CAFE)罚款机制,传统车企(如通用、福特)大概率就没了购买碳排放积分的动力。</p><p style=\"text-align: justify;\">而特斯拉2024年通过出售积分获利27.6亿美元(占净利润39%),这部分钱可能就没了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/373ca98ed286c763669964d5ab0b0d65\" title=\"右图:马斯克的公司面临着越来越多来自政府各部门的监管纠纷(红色)和相互重叠的联邦调查(黄色)(截至2024年10月)\" tg-width=\"1000\" tg-height=\"557\"/><span>右图:马斯克的公司面临着越来越多来自政府各部门的监管纠纷(红色)和相互重叠的联邦调查(黄色)(截至2024年10月)</span></p><p style=\"text-align: justify;\">而更进一步说,以SpaceX为代表的硬核科技业务,高度依赖政府合同,并且也只有政府会出钱买这些服务。</p><p style=\"text-align: justify;\">SpaceX成立于2002年,几乎就是在NASA和五角大楼的支持下养大的。</p><p style=\"text-align: justify;\">这些机构资助了火箭开发,甚至在首次成功发射之前,NASA就在2006年授予SpaceX一份价值2.78亿美元的合同。</p><p style=\"text-align: justify;\">据彭博社报道,从2000年以来,手握商业航天和“星链”两大王牌项目的SpaceX,已从美国国防部和NASA获得了超过220亿美元的非机密合同。其中仅在2024年,SpaceX收入中至少有25%来自价值34亿美元的联邦合同。</p><p style=\"text-align: justify;\">但随着白宫施政越来越魔幻,马斯克不得不卷入各种利益的考验之中。</p><p style=\"text-align: justify;\">马斯克与监管其公司的机构有着长期且充满争议的关系。他曾骂美国证券交易委员会为“混蛋”,SpaceX还起诉过美国国家劳动关系委员会,在该机构指控其公司不当对待和非法解雇部分员工后,称其行为“违宪”。</p><p style=\"text-align: justify;\">2023年7月,SpaceX成功发射一颗史上最大的卫星,并送入地球同步轨道,然而航空管理局却提出一笔28万美元的罚款,指控加注燃料的新设施还没通过安全检查。</p><p style=\"text-align: justify;\">面对马斯克的暴怒,在拜登政府最后一天,航空管理局负责人迈克尔·惠特克只能下台走人。</p><p style=\"text-align: justify;\">在2024年10月的宾夕法尼亚竞选集会上,马斯克调侃说前一年他们被要求研究星舰“Starship”着海时会不会砸到鲨鱼,等做完后,渔业监管部门又抛来新的问题:“那鲸鱼怎么办?”</p><p style=\"text-align: justify;\">马斯克还讲了一个关于SpaceX如何“被政府强迫绑架海豹,给它们戴上耳机并播放音爆声音,看看它们是否看起来不高兴”的故事。</p><p style=\"text-align: justify;\">类似各种破事都把马斯克给气笑了!</p><p style=\"text-align: justify;\">还有人工智能公司xAI、隧道建设公司The Boring Co、脑机接口企业Neuralink还有X(前身Twitter),无不和政府发生了千丝万缕的联系,又面临千姿百态的监管。</p><p style=\"text-align: justify;\">民主党内就有人说,在美国历史上,还从未有过马斯克这样一位面临如此多监管问题,又对政府运营拥有如此大影响力的个人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612fd7e28ddce03fe9fa0bd9e3b7abb5\" title=\"\" tg-width=\"1080\" tg-height=\"220\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83101aa80b62ed09d3d542c9f802a5e2\" title=\"唐纳德·特朗普和埃隆·马斯克的不和\" tg-width=\"1000\" tg-height=\"666\"/><span>唐纳德·特朗普和埃隆·马斯克的不和</span></p><p style=\"text-align: justify;\">当马斯克的商业利益与特朗普的政治议程发生冲突时,昔日的盟友瞬间变成了敌人。</p><p style=\"text-align: justify;\">完全偏离想象的政策走向,完全烂尾的政府效率部——马斯克的一通折腾,成了2025年最大的投资失败项目。</p><p style=\"text-align: justify;\">矛盾最激烈时,因为逞一时之气,马斯克竟敢在X上提到“重磅炸弹”,说“唐纳德·特朗普在爱泼斯坦的档案里”,这让他事后感觉到“血光之灾”。</p><p style=\"text-align: justify;\">美国政坛已经是乌烟瘴气,欧洲政界的监管也越来越严格,《数字服务法》、GDPR等法规,让科技企业不得不投入大量资源应对政策风险。</p><p style=\"text-align: justify;\">在这个时代,不懂政治的企业家,注定无法掌控自己的命运。</p><p style=\"text-align: justify;\">科技与政治的边界也正在模糊,科技企业要么被政治化,要么主动政治化,马斯克选择了后者。</p><p style=\"text-align: justify;\">其实在美国政治中,富豪财团们从来就没有缺席,马斯克只不过是莽撞并且高调地走到了台前。</p><p style=\"text-align: justify;\">在美国政治的幕后,有着一个更加庞大、更加隐秘的富豪政治网络,他们更善于暗中操控。</p><p style=\"text-align: justify;\">在华盛顿的K街,聚集着美国最庞大的游说集团。这里每年流动着超过40亿美元的资金,用来“合法地”影响美国政府的决策。</p><p style=\"text-align: justify;\">金融、医疗、能源、科技四大行业占游说支出的60%,美国90%的媒体被6家大公司控制着。</p><p style=\"text-align: justify;\">比如2024年游说支出排行榜中的前三位,其实也只是冰山一角:</p><blockquote><p>美国商会:3824万美元</p><p>全国房地产经纪人协会:3144.7万美元</p><p>制药研究与制造商协会:约1691万美元</p></blockquote><p style=\"text-align: justify;\">相比之下,马斯克的商业帝国是全球性的,站到台前,能让他获得了超越美国国界的影响力。</p><p style=\"text-align: justify;\">现在看,马斯克的政治态度变化反映了一个成功企业家从政治旁观者到政治参与者,再到试图成为政治领导者的演变过程。</p><p style=\"text-align: justify;\">这既有个人经历和价值观演变的内在因素,也有商业利益和社会环境变化的外在推动。</p><p style=\"text-align: justify;\">他认为美国现存的两党已经无法解决美国的问题,但他自己也无法破除“马斯克悖论”:</p><p style=\"text-align: justify;\">即主张“削减政府开支”,却依赖政府合同生存;呼吁“减少监管”,却要求对AI产业进行政府扶持。</p><p style=\"text-align: justify;\">这种“既要又要”的商业思维,在政治领域显得格格不入。</p><p style=\"text-align: justify;\">硅谷风投家彼得·蒂尔评价马斯克的困境:“当你的公司业务清单与国家安全清单高度重合,你要么成为政客的傀儡,要么成为他们的靶子。”</p><p style=\"text-align: justify;\">马斯克不服,选择了第三种可能——掀桌子单干,另起炉灶。</p><p style=\"text-align: justify;\">但从南北战争(1860年)以来,这个餐桌上就已经实质性端不出第三盘菜了。</p><p style=\"text-align: justify;\">美国当前的选举框架里,名义上允许自由竞选,实际上将第三党参与大选的门槛设得极高。</p><p style=\"text-align: justify;\">现在看,马斯克的“仕途”很不乐观。</p></body></html>","source":"lsy1568269639741","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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马斯克,为什么非要从政?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-11 21:12 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MjM5MTU3Mzk2OA==&mid=2654909294&idx=1&sn=46c13574dd7aa51e010af0c723ad6f8a&chksm=bc09ba9e515a6afd7786c491bb203881239a028442ffbb9ac0cead82bdb7e2089e40b6decd5b&scene=0&xtrack=1&poc_token=HEwGcWij9Cqzkjjn_g71i4kIk_Ec9HhMdL4y7PkW><strong>正解局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>只要接受过义务教育的朋友,可能都知道,美国政治就是“驴象之争”:美国是“两党制”,民主党(驴子)、共和党(大象)轮流坐庄。比如,现在的总统特朗普是共和党人,上一个总统拜登是民主党人。但已经连续了170多年的“驴象之争”,恐怕要闯进一匹“马”:马斯克宣布,要成立新的政党:美国党(America Party)。世界首富,正式向美国两党制宣战。虽然,新政党还没办完手续,也没什么宣传,但是根据民调,有...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTU3Mzk2OA==&mid=2654909294&idx=1&sn=46c13574dd7aa51e010af0c723ad6f8a&chksm=bc09ba9e515a6afd7786c491bb203881239a028442ffbb9ac0cead82bdb7e2089e40b6decd5b&scene=0&xtrack=1&poc_token=HEwGcWij9Cqzkjjn_g71i4kIk_Ec9HhMdL4y7PkW\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f49f6544f76ba6c9915c90a4a1f8653","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MTU3Mzk2OA==&mid=2654909294&idx=1&sn=46c13574dd7aa51e010af0c723ad6f8a&chksm=bc09ba9e515a6afd7786c491bb203881239a028442ffbb9ac0cead82bdb7e2089e40b6decd5b&scene=0&xtrack=1&poc_token=HEwGcWij9Cqzkjjn_g71i4kIk_Ec9HhMdL4y7PkW","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192381319","content_text":"只要接受过义务教育的朋友,可能都知道,美国政治就是“驴象之争”:美国是“两党制”,民主党(驴子)、共和党(大象)轮流坐庄。比如,现在的总统特朗普是共和党人,上一个总统拜登是民主党人。但已经连续了170多年的“驴象之争”,恐怕要闯进一匹“马”:马斯克宣布,要成立新的政党:美国党(America Party)。世界首富,正式向美国两党制宣战。虽然,新政党还没办完手续,也没什么宣传,但是根据民调,有14%的人表示会投票给“美国党”,能量已经不小!很多人震惊:一个造火箭、造电动车的科技狂人,拥有4000亿美元身家的首富,为什么要蹚政治这趟浑水?但如果你仔细梳理马斯克商业帝国与美国政府的关系,就会发现一个残酷的真相:马斯克从政,不是野心的膨胀,而是一种“王者的无奈”。当生意与政策深度绑定时,政治就不再是选择题,而是必答题。几乎地球人都知道,马斯克是特朗普这次竞选总统的大金主,对特朗普寄予厚望。马斯克也是真金白银砸钱挺特朗普竞选,一口气掏出了近3亿美元!成立专门的团队筹钱,陪着特朗普到处演讲,还在自家的社交平台X上(以前的推特),对着2亿多粉丝狂喊“支持特朗普”!特朗普也投桃报李,很够意思。在上任第一天,就签署行政令成立“政府效率部”(DOGE),授予马斯克极大的权力,支持他声势浩大地查账、裁员、整顿旧部。特朗普无论在白宫还是在他家海湖庄园,都大大方方把马斯克拉在身边,毫不避嫌,那架势仿佛是官方认证:这是我兄弟!可谁能想到,这俩大佬的关系,三个月不到就从“蜜月期”摔到了“分手局”,坐过山车都没这么刺激。马斯克被多次警告不要抢总统的风头。特朗普在4月2日对超过100个贸易伙伴发起所谓“对等关税”。马斯克在X上大骂政策幕后操盘手纳瓦罗“比一块砖头还笨”,还和财政部长贝森特在白宫互骂,甚至发生肢体冲突。至于政府效率部,不仅没得功劳,反而成了政府问题的“替罪羊”。按照DOGE网站自己的说法,它给美国纳税人节省了1750亿美元,可结果呢?阻碍远比想象的大,DOGE所针对的几家联邦机构同比只削减了约190亿美元的支出,仅占联邦总支出的0.5%,远低于最初设定的2万亿美元目标。马斯克曾经不遗余力地举荐富豪朋友艾萨克曼去当美国国家航空航天局(NASA)局长,也泡汤了。5月30日,马斯克与特朗普在白宫官宣“分手”。然后,马斯克一边猛烈抨击特朗普力挺的“大而美”法案,一边却眼睁睁看着它“与DOGE曾经推进的目标背道而驰”。特朗普威胁要审查马斯克所有的政府承包合同,要砍掉订单,甚至把马斯克“驱逐出境”。终于,马斯克干脆另起炉灶创立新党——“美国党”。为什么马斯克一定要参与政治呢?早年的马斯克,政治态度并不这样,大体经历了四次关键转折。第一次转折(2003-2013):天真的理想主义者早期的马斯克,是一个典型的硅谷技术自由派。2003-2004年,他向共和党和民主党都捐赠了2000美元,像个两头不得罪的“票友”。在2008年和2011年,他明确支持奥巴马,并向民主党捐款超过6万美元。那时的马斯克相信政府可以推动积极的变革。奥巴马政府对清洁能源和科技创新的支持,让他感受到希望。第二次转折(2014-2020):困惑的中间派从2014年开始,马斯克开始自称“温和民主党人”。2016年,他投票支持希拉里·克林顿。2020年,他投票支持乔·拜登。但这两次投票,更多是出于对特朗普的反感,而非对民主党的认同。这一时期的马斯克,对政治保持着谨慎的距离。他曾公开表示:“我希望远离政治。”可惜现实不允许他置身事外。第三次转折(2021-2024):深度政治参与2021年前后,当他的大儿子瞒着他改变了性别和姓名后,他对民主党那套“觉醒文化”产生了强烈反感。左派越走越远导致原先的中间派成为右派,图片来自马斯克自己的分析在马斯克看来,奥巴马以后民主党的政治议程越来越“左”,被觉醒主义(wokeness)绑架,民主党自身变得越来越极端,让他不情不愿地站在了政治光谱的右侧。2021年,马斯克以440亿美元收购Twitter,并改名为“X”。马斯克获得了强大的政治传播能力,他的推文可以影响股市,可以左右舆论,可以改变选举走向。终于在2024年马斯克全面倒向特朗普,出人出钱出力。在与特朗普的蜜月期里,他曾以为自己终于找到了政治与商业的平衡点。第四次转折(2025至今):政治领导者随着“对等关税”和“大而美”法案的出台,平衡被彻底打破了。马斯克发现他刚驱走了狼,却养虎为患,便做出了这个大胆的决定:自己搞政治。一个新政党在X上成立,没有政治纲领,没有代表大会,没有红旗招展,前所未有。马斯克懂了:政治从来不相信眼泪,更不相信感情;在政治面前,再大的企业家也只是棋子。把头埋在沙子里的事他也不是没有干过,但是你不理政治,政治就一定会理你。要想不被人下棋,就必须自己做棋手,毕竟,马斯克已经大到美国政治社会无法忽视的地步。中国那句俗话说得好,树大就一定会招风。当年的极客宅男比尔·盖茨问鼎首富时,一直在政治上不活跃、不亲近、不站队,但也招架不住上世纪90年代末美国司法部对微软发起反垄断诉讼,该案历时多年,一度判决要求拆分微软。盖茨在听证会上屡遭批评后,很快意识到,只专注技术和产品无法保护公司利益。他开始亲自出现在国会就技术、教育、公共卫生等议题作证,并让微软及其政治行动委员会大幅增加对两党候选人的捐赠。仅在1997–1998年间,微软就向共和党全国委员会和各州政党及相关组织捐赠近40万美元,比历史同期几乎翻了数倍。他还通过比尔&梅琳达・盖茨基金会,建立起一个“软性政治势力”网络,大跨步拥抱“政策影响力”。其实正是同样的道理,印证在埃隆・马斯克身上。根据彭博社和福布斯的实时统计,他的身家在2025年中约为3630亿美元,起起伏伏将近4000亿,妥妥全球首富。他的科技帝国横跨社交媒体、能源、太空、AI、交通、医药等领域,早已无法在华盛顿的政治风暴中独善其身。首先,任何一项法案、一个政策、一纸总统令,都可能精准地切走他一大块蛋糕。今年年初《华盛顿邮报》发现,过去20年间,马斯克旗下的公司通过政府合同、贷款、补贴和税收抵免等形式累计获得380亿美元政府资金支持,其中近三分之二是在过去五年内到账的。仅去年,联邦和地方财政就向他的公司注入63亿美元,创下历史新高。而根据美国多家财经媒体和分析师测算,“大而美”法案终止了消费者购买电动车时7500美元的联邦税收抵免政策,可能导致马斯克名下特斯拉年利润减少约12亿美元。该法案同时废除了企业平均燃油经济性标准(CAFE)罚款机制,传统车企(如通用、福特)大概率就没了购买碳排放积分的动力。而特斯拉2024年通过出售积分获利27.6亿美元(占净利润39%),这部分钱可能就没了。右图:马斯克的公司面临着越来越多来自政府各部门的监管纠纷(红色)和相互重叠的联邦调查(黄色)(截至2024年10月)而更进一步说,以SpaceX为代表的硬核科技业务,高度依赖政府合同,并且也只有政府会出钱买这些服务。SpaceX成立于2002年,几乎就是在NASA和五角大楼的支持下养大的。这些机构资助了火箭开发,甚至在首次成功发射之前,NASA就在2006年授予SpaceX一份价值2.78亿美元的合同。据彭博社报道,从2000年以来,手握商业航天和“星链”两大王牌项目的SpaceX,已从美国国防部和NASA获得了超过220亿美元的非机密合同。其中仅在2024年,SpaceX收入中至少有25%来自价值34亿美元的联邦合同。但随着白宫施政越来越魔幻,马斯克不得不卷入各种利益的考验之中。马斯克与监管其公司的机构有着长期且充满争议的关系。他曾骂美国证券交易委员会为“混蛋”,SpaceX还起诉过美国国家劳动关系委员会,在该机构指控其公司不当对待和非法解雇部分员工后,称其行为“违宪”。2023年7月,SpaceX成功发射一颗史上最大的卫星,并送入地球同步轨道,然而航空管理局却提出一笔28万美元的罚款,指控加注燃料的新设施还没通过安全检查。面对马斯克的暴怒,在拜登政府最后一天,航空管理局负责人迈克尔·惠特克只能下台走人。在2024年10月的宾夕法尼亚竞选集会上,马斯克调侃说前一年他们被要求研究星舰“Starship”着海时会不会砸到鲨鱼,等做完后,渔业监管部门又抛来新的问题:“那鲸鱼怎么办?”马斯克还讲了一个关于SpaceX如何“被政府强迫绑架海豹,给它们戴上耳机并播放音爆声音,看看它们是否看起来不高兴”的故事。类似各种破事都把马斯克给气笑了!还有人工智能公司xAI、隧道建设公司The Boring Co、脑机接口企业Neuralink还有X(前身Twitter),无不和政府发生了千丝万缕的联系,又面临千姿百态的监管。民主党内就有人说,在美国历史上,还从未有过马斯克这样一位面临如此多监管问题,又对政府运营拥有如此大影响力的个人。唐纳德·特朗普和埃隆·马斯克的不和当马斯克的商业利益与特朗普的政治议程发生冲突时,昔日的盟友瞬间变成了敌人。完全偏离想象的政策走向,完全烂尾的政府效率部——马斯克的一通折腾,成了2025年最大的投资失败项目。矛盾最激烈时,因为逞一时之气,马斯克竟敢在X上提到“重磅炸弹”,说“唐纳德·特朗普在爱泼斯坦的档案里”,这让他事后感觉到“血光之灾”。美国政坛已经是乌烟瘴气,欧洲政界的监管也越来越严格,《数字服务法》、GDPR等法规,让科技企业不得不投入大量资源应对政策风险。在这个时代,不懂政治的企业家,注定无法掌控自己的命运。科技与政治的边界也正在模糊,科技企业要么被政治化,要么主动政治化,马斯克选择了后者。其实在美国政治中,富豪财团们从来就没有缺席,马斯克只不过是莽撞并且高调地走到了台前。在美国政治的幕后,有着一个更加庞大、更加隐秘的富豪政治网络,他们更善于暗中操控。在华盛顿的K街,聚集着美国最庞大的游说集团。这里每年流动着超过40亿美元的资金,用来“合法地”影响美国政府的决策。金融、医疗、能源、科技四大行业占游说支出的60%,美国90%的媒体被6家大公司控制着。比如2024年游说支出排行榜中的前三位,其实也只是冰山一角:美国商会:3824万美元全国房地产经纪人协会:3144.7万美元制药研究与制造商协会:约1691万美元相比之下,马斯克的商业帝国是全球性的,站到台前,能让他获得了超越美国国界的影响力。现在看,马斯克的政治态度变化反映了一个成功企业家从政治旁观者到政治参与者,再到试图成为政治领导者的演变过程。这既有个人经历和价值观演变的内在因素,也有商业利益和社会环境变化的外在推动。他认为美国现存的两党已经无法解决美国的问题,但他自己也无法破除“马斯克悖论”:即主张“削减政府开支”,却依赖政府合同生存;呼吁“减少监管”,却要求对AI产业进行政府扶持。这种“既要又要”的商业思维,在政治领域显得格格不入。硅谷风投家彼得·蒂尔评价马斯克的困境:“当你的公司业务清单与国家安全清单高度重合,你要么成为政客的傀儡,要么成为他们的靶子。”马斯克不服,选择了第三种可能——掀桌子单干,另起炉灶。但从南北战争(1860年)以来,这个餐桌上就已经实质性端不出第三盘菜了。美国当前的选举框架里,名义上允许自由竞选,实际上将第三党参与大选的门槛设得极高。现在看,马斯克的“仕途”很不乐观。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484831834746960,"gmtCreate":1759395607159,"gmtModify":1759395608906,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 套路都烂了","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 套路都烂了","text":"$小马智行(PONY)$ 套路都烂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/484831834746960","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201838644514262","authorId":"4201838644514262","name":"罗德岛芝士土豆","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4201838644514262","authorIdStr":"4201838644514262"},"content":"太强了这股 什么套路","text":"太强了这股 什么套路","html":"太强了这股 什么套路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455508199248064,"gmtCreate":1752245028155,"gmtModify":1752245029992,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"有点过头了吧","listText":"有点过头了吧","text":"有点过头了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/455508199248064","repostId":"1172413247","repostType":2,"repost":{"id":"1172413247","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":1752243933,"share":"https://www.laohu8.com/m/news/1172413247?lang=&edition=full","pubTime":"2025-07-11 22:25","market":"us","language":"zh","title":"蔚来盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型","url":"https://stock-news.laohu8.com/highlight/detail?id=1172413247","media":"老虎资讯综合","summary":"7月11日,$蔚来(NIO)$盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型。","content":"<html><head></head><body><p>7月11日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb0efa99ca9983a210b203f6ea76a553\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>乐道L90已于7月10日正式开启预售,整车购买27.99万元起,电池租用方式购买19.39万元起,将于7月底正式上市,并于8月1日开启交付。蔚来当前正处于关键转折点,公司计划通过乐道L90、L80(预计四季度交付)等新产品冲击四季度月销2.5万辆的目标,进而实现“2025年销量翻倍至44万辆”的年度计划。相比定位高端的第三代ES8和稍晚上市的L80,L90凭借更亲民的价格和更早的上市时间,被视为蔚来扭转局势的关键车型。</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>蔚来盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型</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蔚来盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-11 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月11日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb0efa99ca9983a210b203f6ea76a553\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>乐道L90已于7月10日正式开启预售,整车购买27.99万元起,电池租用方式购买19.39万元起,将于7月底正式上市,并于8月1日开启交付。蔚来当前正处于关键转折点,公司计划通过乐道L90、L80(预计四季度交付)等新产品冲击四季度月销2.5万辆的目标,进而实现“2025年销量翻倍至44万辆”的年度计划。相比定位高端的第三代ES8和稍晚上市的L80,L90凭借更亲民的价格和更早的上市时间,被视为蔚来扭转局势的关键车型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4505":"高瓴资本持仓","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4509":"腾讯概念","BK1588":"回港中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4555":"新能源车","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172413247","content_text":"7月11日,蔚来盘中大涨逾9%!乐道L90将于8月1日开启交付,被视为扭转局势的关键车型。乐道L90已于7月10日正式开启预售,整车购买27.99万元起,电池租用方式购买19.39万元起,将于7月底正式上市,并于8月1日开启交付。蔚来当前正处于关键转折点,公司计划通过乐道L90、L80(预计四季度交付)等新产品冲击四季度月销2.5万辆的目标,进而实现“2025年销量翻倍至44万辆”的年度计划。相比定位高端的第三代ES8和稍晚上市的L80,L90凭借更亲民的价格和更早的上市时间,被视为蔚来扭转局势的关键车型。","news_type":1,"symbols_score_info":{"09866":1,"NIO":1,"NIO.SI":1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481359233368512,"gmtCreate":1758543605145,"gmtModify":1758543606936,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$ </a><v-v data-views=\"0\"></v-v> 还不下来吗","listText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$ </a><v-v data-views=\"0\"></v-v> 还不下来吗","text":"$MongoDB Inc.(MDB)$ 还不下来吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/481359233368512","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475292937720408,"gmtCreate":1757041601868,"gmtModify":1757041603423,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 入股有没有可能发生在解决了客户问题之后,只是明面上没有发出来。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 入股有没有可能发生在解决了客户问题之后,只是明面上没有发出来。","text":"$英特尔(INTC)$ 入股有没有可能发生在解决了客户问题之后,只是明面上没有发出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475292937720408","repostId":"2565658130","repostType":2,"repost":{"id":"2565658130","kind":"highlight","pubTimestamp":1757030232,"share":"https://www.laohu8.com/m/news/2565658130?lang=&edition=full","pubTime":"2025-09-05 07:57","market":"sh","language":"zh","title":"英特尔(INTC.US)2026年临关键节点:14A工艺将至,政府输血难解“客户荒”","url":"https://stock-news.laohu8.com/highlight/detail?id=2565658130","media":"智通财经网","summary":"智通财经APP获悉,英特尔作为芯片行业的先驱,目前有美国政府部分持股。该公司向投资者透露,2026年将是其制造技术的关键节点,届时将能看出其是否已具备采用更先进工艺的条件。英特尔首席财务官戴夫·津斯纳在一次技术会议上称,要到2026年,公司才能确定是否准备好批准一项名为14A的工艺方法。其目标是将英特尔转型为一家芯片代工厂,为外部客户生产半导体。英特尔已多次推迟该项目,目前预计要到2030年代才能完工。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)作为芯片行业的先驱,目前有美国政府部分持股。该公司向投资者透露,2026年将是其制造技术的关键节点,届时将能看出其是否已具备采用更先进工艺的条件。</p><p>英特尔首席财务官戴夫·津斯纳(Dave Zinsner)在一次技术会议上称,要到2026年,公司才能确定是否准备好批准一项名为14A的工艺方法。实现这一里程碑,长期以来都被视为英特尔扭亏为盈计划的关键一环。津斯纳在花旗2025年全球TMT大会上表示:“到2026年的某个时候,我们会对事情的发展有较为清晰的判断。”</p><p>津斯纳重申了英特尔的立场,即只有在获得外部客户承诺的情况下,英特尔才会建设14A芯片的产能。他表示,这一立场只是基于财务常识。然而,今年7月英特尔首席执行官陈立武(Lip-Bu Tan)首次提出这一战略时,还是引发了分析师和投资者的担忧。若英特尔不推进14A项目,就意味着其放弃了再次成为技术领导者的努力。</p><p>这些担忧促使政界人士更加密切地关注英特尔,甚至有人质疑陈立武对美国的忠诚度。短短几天内,美国总统唐纳德·特朗普就以陈立武过去与中国的关系为由,要求他辞职,随后又与英特尔达成了一项投资协议。美国政府以89亿美元的价格收购了英特尔约10%的股份。</p><p>津斯纳在接受采访时表示,英特尔愿意接受其他公司入股其制造业务。但与特朗普政府达成的协议意味着,英特尔必须继续保持该业务的多数股权,短期内也不太可能获得外部投资。他表示:“并非完全不可能这么做,只是我认为近期不会发生,因为目前投资时机不太合适。但未来某个时候,这种情况或许会出现。”</p><p>对于政府持股,其立场是被动持股,无论董事会提出什么建议,政府都会投票赞成。津斯纳称,这取决于英特尔能否坚守保留制造业务的承诺和所有权。</p><p><span>英特尔获政府支持仍缺客户</span></p><p>美国政府计划入股英特尔,为这家陷入困境的芯片制造商带来强大支持者,但英特尔未来仍面临找到足够付费客户的更大挑战。</p><p>多年来,英特尔饱受销售额下滑和市场份额流失之苦,华尔街分析师不认为仅靠这笔资金就能扭转其颓势。不过,特朗普总统的压力或许能帮助英特尔生产部门争取更多客户,以证明扩大国内制造成本的合理性。</p><p>自1990年代起就关注英特尔的Synovus Trust高级投资组合经理丹·摩根表示,若美国拥有英特尔部分股权,“特朗普就成了你的推销员”。今年,总统已成功争取到数万亿美元的对美投资承诺,尽管其中一些承诺只是对现有计划的重新包装。例如,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)承诺斥资6000亿美元用于国内扩张,<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)也承诺斥资1650亿美元在亚利桑那州扩建工厂。</p><p>此次,美国政府需完成更艰巨任务,即说服持怀疑态度的潜在客户选择英特尔满足制造需求。英特尔一直试图在代工业务(根据客户设计制造芯片)上与台积电竞争,却难以证明自身能力能匹敌行业领头羊。</p><p>伯恩斯坦分析师斯泰西·拉斯贡在报告中称,除了资金,英特尔还需要客户,政府是否会“鼓励”客户使用英特尔产能尚不清楚。</p><p>值得一提的是,英特尔前任首席执行官帕特·基辛格曾押注,以俄亥俄州一座雄心勃勃的新工厂为中心的工厂扩建计划将扭转英特尔的命运。其目标是将英特尔转型为一家芯片代工厂,为外部客户生产半导体。</p><p>而这项不断发展的业务也正是台积电发展成为一家市值万亿美元公司的关键。《芯片法案》的资金旨在帮助实现这一愿景。拜登和基辛格甚至在2022年为俄亥俄州的工厂举行了奠基仪式,承诺将创造2万个建设岗位,并为国内芯片行业带来新的起点。</p><p>然而,如果没有外部大客户,该工厂的经济效益将难以实现,尤其是考虑到该工厂将采用成本高昂的尖端技术。英特尔已多次推迟该项目,目前预计要到2030年代才能完工。Seaport Research Partners分析师杰伊·戈德堡估计,英特尔需要花费约200亿美元才能将其下一代制造技术投入使用。</p><p>此外,拉斯贡表示,政府的现金换股权交易并不一定比最初的《芯片法案》拨款更好。他表示:“为没有客户的建设项目提供资金可能不会给股东带来好结果,在这种情况下,美国政府将是最大的股东。”</p><p>这也不会改变英特尔在科技行业的地位。该公司在生产最受人工智能任务青睐的芯片方面已经落后,而这一领域目前由<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)主导。</p><p>Cowen Inc.分析师约书亚·布查尔特表示,所谓的“超大规模”企业——像Alphabet Inc.旗下的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这样的大型数据中心运营商,目前每年投入高达800亿美元购买新硬件——不会因为政府的要求而接受性能较差的芯片。</p><p>他表示,目前尚不清楚美国的投资如何解决英特尔缺乏竞争力的问题。“你不能强迫超大规模企业使用性能较低的处理器,否则就会抑制他们在全球范围内的竞争力,”布查尔特称。</p><p>台积电是许多科技行业的首选芯片代工厂,包括苹果、英伟达和<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)。然而,英特尔尚未证明自己能够再次跟上全球芯片设计商和制造商的步伐,更不用说成为国内生产复苏的关键了。丹·摩根说道:“英特尔仍需兑现承诺,这笔股份真的能带来很大改变吗?”</p><p>更多港股重磅资讯,下载智通财经app</p><p>更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)</p> </body></html>","source":"highlight_zhitongcaijin","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>英特尔(INTC.US)2026年临关键节点:14A工艺将至,政府输血难解“客户荒”</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英特尔(INTC.US)2026年临关键节点:14A工艺将至,政府输血难解“客户荒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 07:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1341758.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,英特尔(INTC.US)作为芯片行业的先驱,目前有美国政府部分持股。该公司向投资者透露,2026年将是其制造技术的关键节点,届时将能看出其是否已具备采用更先进工艺的条件。英特尔首席财务官戴夫·津斯纳(Dave Zinsner)在一次技术会议上称,要到2026年,公司才能确定是否准备好批准一项名为14A的工艺方法。实现这一里程碑,长期以来都被视为英特尔扭亏为盈计划的关键一环。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1341758.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4543":"AI","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4512":"苹果概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1341758.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2565658130","content_text":"智通财经APP获悉,英特尔(INTC.US)作为芯片行业的先驱,目前有美国政府部分持股。该公司向投资者透露,2026年将是其制造技术的关键节点,届时将能看出其是否已具备采用更先进工艺的条件。英特尔首席财务官戴夫·津斯纳(Dave Zinsner)在一次技术会议上称,要到2026年,公司才能确定是否准备好批准一项名为14A的工艺方法。实现这一里程碑,长期以来都被视为英特尔扭亏为盈计划的关键一环。津斯纳在花旗2025年全球TMT大会上表示:“到2026年的某个时候,我们会对事情的发展有较为清晰的判断。”津斯纳重申了英特尔的立场,即只有在获得外部客户承诺的情况下,英特尔才会建设14A芯片的产能。他表示,这一立场只是基于财务常识。然而,今年7月英特尔首席执行官陈立武(Lip-Bu Tan)首次提出这一战略时,还是引发了分析师和投资者的担忧。若英特尔不推进14A项目,就意味着其放弃了再次成为技术领导者的努力。这些担忧促使政界人士更加密切地关注英特尔,甚至有人质疑陈立武对美国的忠诚度。短短几天内,美国总统唐纳德·特朗普就以陈立武过去与中国的关系为由,要求他辞职,随后又与英特尔达成了一项投资协议。美国政府以89亿美元的价格收购了英特尔约10%的股份。津斯纳在接受采访时表示,英特尔愿意接受其他公司入股其制造业务。但与特朗普政府达成的协议意味着,英特尔必须继续保持该业务的多数股权,短期内也不太可能获得外部投资。他表示:“并非完全不可能这么做,只是我认为近期不会发生,因为目前投资时机不太合适。但未来某个时候,这种情况或许会出现。”对于政府持股,其立场是被动持股,无论董事会提出什么建议,政府都会投票赞成。津斯纳称,这取决于英特尔能否坚守保留制造业务的承诺和所有权。英特尔获政府支持仍缺客户美国政府计划入股英特尔,为这家陷入困境的芯片制造商带来强大支持者,但英特尔未来仍面临找到足够付费客户的更大挑战。多年来,英特尔饱受销售额下滑和市场份额流失之苦,华尔街分析师不认为仅靠这笔资金就能扭转其颓势。不过,特朗普总统的压力或许能帮助英特尔生产部门争取更多客户,以证明扩大国内制造成本的合理性。自1990年代起就关注英特尔的Synovus Trust高级投资组合经理丹·摩根表示,若美国拥有英特尔部分股权,“特朗普就成了你的推销员”。今年,总统已成功争取到数万亿美元的对美投资承诺,尽管其中一些承诺只是对现有计划的重新包装。例如,苹果(AAPL.US)承诺斥资6000亿美元用于国内扩张,台积电(TSM.US)也承诺斥资1650亿美元在亚利桑那州扩建工厂。此次,美国政府需完成更艰巨任务,即说服持怀疑态度的潜在客户选择英特尔满足制造需求。英特尔一直试图在代工业务(根据客户设计制造芯片)上与台积电竞争,却难以证明自身能力能匹敌行业领头羊。伯恩斯坦分析师斯泰西·拉斯贡在报告中称,除了资金,英特尔还需要客户,政府是否会“鼓励”客户使用英特尔产能尚不清楚。值得一提的是,英特尔前任首席执行官帕特·基辛格曾押注,以俄亥俄州一座雄心勃勃的新工厂为中心的工厂扩建计划将扭转英特尔的命运。其目标是将英特尔转型为一家芯片代工厂,为外部客户生产半导体。而这项不断发展的业务也正是台积电发展成为一家市值万亿美元公司的关键。《芯片法案》的资金旨在帮助实现这一愿景。拜登和基辛格甚至在2022年为俄亥俄州的工厂举行了奠基仪式,承诺将创造2万个建设岗位,并为国内芯片行业带来新的起点。然而,如果没有外部大客户,该工厂的经济效益将难以实现,尤其是考虑到该工厂将采用成本高昂的尖端技术。英特尔已多次推迟该项目,目前预计要到2030年代才能完工。Seaport Research Partners分析师杰伊·戈德堡估计,英特尔需要花费约200亿美元才能将其下一代制造技术投入使用。此外,拉斯贡表示,政府的现金换股权交易并不一定比最初的《芯片法案》拨款更好。他表示:“为没有客户的建设项目提供资金可能不会给股东带来好结果,在这种情况下,美国政府将是最大的股东。”这也不会改变英特尔在科技行业的地位。该公司在生产最受人工智能任务青睐的芯片方面已经落后,而这一领域目前由英伟达(NVDA.US)主导。Cowen Inc.分析师约书亚·布查尔特表示,所谓的“超大规模”企业——像Alphabet Inc.旗下的谷歌这样的大型数据中心运营商,目前每年投入高达800亿美元购买新硬件——不会因为政府的要求而接受性能较差的芯片。他表示,目前尚不清楚美国的投资如何解决英特尔缺乏竞争力的问题。“你不能强迫超大规模企业使用性能较低的处理器,否则就会抑制他们在全球范围内的竞争力,”布查尔特称。台积电是许多科技行业的首选芯片代工厂,包括苹果、英伟达和AMD(AMD.US)。然而,英特尔尚未证明自己能够再次跟上全球芯片设计商和制造商的步伐,更不用说成为国内生产复苏的关键了。丹·摩根说道:“英特尔仍需兑现承诺,这笔股份真的能带来很大改变吗?”更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573722491634021","authorId":"3573722491634021","name":"舍我其谁1688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573722491634021","authorIdStr":"3573722491634021"},"content":"入股在前,客户才更容易解决,关键不是那10%的资金注入,而是国家站台了,后续客户们会更主动的来","text":"入股在前,客户才更容易解决,关键不是那10%的资金注入,而是国家站台了,后续客户们会更主动的来","html":"入股在前,客户才更容易解决,关键不是那10%的资金注入,而是国家站台了,后续客户们会更主动的来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471599672099128,"gmtCreate":1756167460607,"gmtModify":1756167463062,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"什么破新闻,啥叫英特尔称,人家CEO 合同都签了,你这瞎扯","listText":"什么破新闻,啥叫英特尔称,人家CEO 合同都签了,你这瞎扯","text":"什么破新闻,啥叫英特尔称,人家CEO 合同都签了,你这瞎扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/471599672099128","repostId":"2562240540","repostType":2,"repost":{"id":"2562240540","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1756145086,"share":"https://www.laohu8.com/m/news/2562240540?lang=&edition=full","pubTime":"2025-08-26 02:04","market":"hk","language":"zh","title":"英特尔警告:美国政府持股或将拖累国际业务前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2562240540","media":"华尔街见闻","summary":"英特尔警告,美国政府成为重要股东可能使公司受到其他国家(尤其在亚洲)额外法规或限制的约束,如外国补贴法。这对其庞大的海外业务构成潜在威胁。公司还不确定这笔交易是否会导致其他政府实体也尝试将现有拨款转换为股权投资,或者它们可能不愿意支持未来的拨款。","content":"<html><head></head><body><blockquote><p>英特尔警告,美国政府成为重要股东可能使公司受到其他国家(尤其在亚洲)额外法规或限制的约束,如外国补贴法。这对其庞大的海外业务构成潜在威胁。公司还不确定这笔交易是否会导致其他政府实体也尝试将现有拨款转换为股权投资,或者它们可能不愿意支持未来的拨款。</p></blockquote><p style=\"text-align: left;\">特朗普将政府拨款转换为企业股权这一非常规干预措施引发了企业的恐慌。</p><p style=\"text-align: left;\">英特尔周一表示,美国政府持有其10%的股权可能对公司业务构成风险,不仅可能损害国际销售,还可能限制其获取未来政府拨款的能力。</p><p style=\"text-align: justify;\">据华尔街见闻此前文章,特朗普称政府已获得英特尔10%股份。据分析,这项交易将使美国政府以每股20.8美元(较上周五24.8美元的收盘价有4美元折扣)的价格购买英特尔股票,涉资约89亿美元。这一行动被视为特朗普政府对美国半导体产业战略支持的重大转变,交易预计将于8月26日完成。</p><h2 id=\"id_1425876257\" style=\"text-align: left;\">英特尔:政府入股可能损害国际业务前景,拨款转股权可能影响未来政府支持</h2><p style=\"text-align: left;\">英特尔在证券文件中警告,<strong>美国政府成为重要股东可能使公司受到其他国家(尤其在亚洲)额外法规或限制的约束</strong>,如外国补贴法。这对其庞大的海外业务构成潜在威胁。</p><p style=\"text-align: left;\">“美国政府的重要股东地位可能导致一些国家对我们实施新的监管要求或商业限制,”英特尔在文件中表示。</p><p style=\"text-align: left;\">这一担忧尤为突出,因为英特尔新任CEO陈立武与特朗普会面后达成这项交易。</p><p style=\"text-align: left;\">英特尔还表示,<strong>不确定这笔交易是否会导致其他政府实体也尝试将现有拨款转换为股权投资,或者它们可能不愿意支持未来的拨款。</strong></p><p style=\"text-align: left;\">根据文件显示,此次股权交易将以拜登时代《芯片法案》下未支付的57亿美元拨款和“安全飞地”计划下授予英特尔的32亿美元为基础。文件指出,“在适用法律允许的最大范围内”,英特尔在《芯片法案》下的义务将被视为已履行,“安全飞地”计划除外。</p><p style=\"text-align: left;\">这一先例可能改变政府支持半导体产业的方式,引发对未来行业补贴方向的不确定性。</p><h2 id=\"id_1142112432\" style=\"text-align: left;\">股权稀释与股东权益受限</h2><p style=\"text-align: left;\">英特尔在文件中还指出,向美国政府以低于当前市场价格发行股票对现有股东具有稀释效应,同时也降低了其他股东的投票影响力。</p><p style=\"text-align: left;\">“政府作为股东拥有实质性的额外权力,特别是在影响英特尔的法律法规方面,这可能限制公司追求对股东有利的交易的能力,”英特尔警告道。</p><p style=\"text-align: left;\">政府的特殊股东地位可能对公司治理和战略决策产生深远影响,引发投资者对未来公司自主性的担忧。这种担忧在股价表现上已有所反映,投资者正在权衡政府支持带来的资金优势与可能面临的新约束之间的平衡。</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>英特尔警告:美国政府持股或将拖累国际业务前景</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英特尔警告:美国政府持股或将拖累国际业务前景\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-26 02:04 北京时间 <a href=https://wallstreetcn.com/articles/3754087><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔警告,美国政府成为重要股东可能使公司受到其他国家(尤其在亚洲)额外法规或限制的约束,如外国补贴法。这对其庞大的海外业务构成潜在威胁。公司还不确定这笔交易是否会导致其他政府实体也尝试将现有拨款转换为股权投资,或者它们可能不愿意支持未来的拨款。特朗普将政府拨款转换为企业股权这一非常规干预措施引发了企业的恐慌。英特尔周一表示,美国政府持有其10%的股权可能对公司业务构成风险,不仅可能损害国际销售,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754087\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4605":"半导体精选","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis 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没有底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494114725269552","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490058395947848,"gmtCreate":1760670368880,"gmtModify":1760670371126,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"新能源都推十来年了,这才想起来了?","listText":"新能源都推十来年了,这才想起来了?","text":"新能源都推十来年了,这才想起来了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490058395947848","repostId":"1132969928","repostType":2,"repost":{"id":"1132969928","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":1760668499,"share":"https://www.laohu8.com/m/news/1132969928?lang=&edition=full","pubTime":"2025-10-17 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10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日,国家市场监管总局相关负责人10月17日在2025世界智能汽车大会上表示,截至9月,我国共实施汽车召回3230次,涉及车辆1.2亿辆,其中受市场监管总局调查影响召回的有652次,涉及车辆6378.86万辆,占召回车辆总数的53.18%。2024年因辅助驾驶系统问题召回的车辆有255.61万辆,占全年召回数量的23%。创新召回监管体系,建立并推动实施新能源汽车火灾事故企业报告制度,汽车远程升级报告制度,试点开展汽车安全沙盒监管制度。近期正在会同工业和信息化部共同研究起草关于加强智能网联、新能源汽车产品召回生产一致性监督管理,规范宣传的通知,将进一步规范虚假、夸大宣传和非理性竞争等问题的监管。 (第一财经)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车","XIACY":"小米集团ADR","LI":"理想汽车","09866":"蔚来-SW","NIO":"蔚来","01810":"小米集团-W","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132969928","content_text":"10月17日,国家市场监管总局相关负责人10月17日在2025世界智能汽车大会上表示,截至9月,我国共实施汽车召回3230次,涉及车辆1.2亿辆,其中受市场监管总局调查影响召回的有652次,涉及车辆6378.86万辆,占召回车辆总数的53.18%。2024年因辅助驾驶系统问题召回的车辆有255.61万辆,占全年召回数量的23%。创新召回监管体系,建立并推动实施新能源汽车火灾事故企业报告制度,汽车远程升级报告制度,试点开展汽车安全沙盒监管制度。近期正在会同工业和信息化部共同研究起草关于加强智能网联、新能源汽车产品召回生产一致性监督管理,规范宣传的通知,将进一步规范虚假、夸大宣传和非理性竞争等问题的监管。 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差不多溜完了","images":[{"img":"https://static.tigerbbs.com/d601ef6d5624cf509484abce48a1313c","width":"1080","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483056601842504","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":469244443934904,"gmtCreate":1755592708827,"gmtModify":1755593108813,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"这烟雾弹。。。。。。","listText":"这烟雾弹。。。。。。","text":"这烟雾弹。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469244443934904","repostId":"1101820000","repostType":2,"repost":{"id":"1101820000","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":1755592420,"share":"https://www.laohu8.com/m/news/1101820000?lang=&edition=full","pubTime":"2025-08-19 16:33","market":"us","language":"zh","title":"东方甄选尾盘跳水,传新东方CEO被调查,俞敏洪回应:彻底的谣言","url":"https://stock-news.laohu8.com/highlight/detail?id=1101820000","media":"老虎资讯综合","summary":"今日港股尾盘,东方甄选快速跳水跌20%,此前一度涨23%。消息面上,网传新东方集团CEO周成刚被立案调查。对此,新东方创始人俞敏洪回应称:彻底的谣言。(新浪科技)","content":"<html><head></head><body><p>8月19日,一则涉及<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育科技集团CEO周成刚相关传言让<a href=\"https://laohu8.com/S/01797\">东方甄选</a>股价尾盘跳水。</p><p>截至8月19日港股收盘,东方甄选股报收34.32港元,跌20.89%,此前一度上探至近两年高位53.7港元,涨幅超23.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c11a23050e4e121b3eb504629e514dab\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此,<a href=\"https://laohu8.com/S/09901\">新东方</a>创始人俞敏洪回应称传言“彻底是谣言”。</p><p>东方甄选投资关系总监在微信群中也辟谣,称“没有这样的事情,我们还在年报静默期,感谢大家支持!”相关负责人同样表示该传言纯属虚假。</p><p>东方甄选表示:针对谣言,我司已启动报警和司法流程,对于这样的不法行为,我们将一追到底。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbed7b67b54cc02c84602831ee364966\" tg-width=\"690\" tg-height=\"1317\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东方甄选尾盘跳水,传新东方CEO被调查,俞敏洪回应:彻底的谣言</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; 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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东方甄选尾盘跳水,传新东方CEO被调查,俞敏洪回应:彻底的谣言\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-19 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月19日,一则涉及<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育科技集团CEO周成刚相关传言让<a href=\"https://laohu8.com/S/01797\">东方甄选</a>股价尾盘跳水。</p><p>截至8月19日港股收盘,东方甄选股报收34.32港元,跌20.89%,此前一度上探至近两年高位53.7港元,涨幅超23.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c11a23050e4e121b3eb504629e514dab\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此,<a href=\"https://laohu8.com/S/09901\">新东方</a>创始人俞敏洪回应称传言“彻底是谣言”。</p><p>东方甄选投资关系总监在微信群中也辟谣,称“没有这样的事情,我们还在年报静默期,感谢大家支持!”相关负责人同样表示该传言纯属虚假。</p><p>东方甄选表示:针对谣言,我司已启动报警和司法流程,对于这样的不法行为,我们将一追到底。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbed7b67b54cc02c84602831ee364966\" tg-width=\"690\" tg-height=\"1317\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28625d3573c49034839eb7aa6b2183e4","relate_stocks":{"LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4526":"热门中概股","BK4204":"教育服务","BK1516":"腾讯概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4585":"ETF&股票定投概念","09901":"新东方-S","BK4563":"昨日强势股","EDU":"新东方","01797":"东方甄选","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK1228":"教育服务","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK4531":"中概回港概念","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK4503":"景林资产持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101820000","content_text":"8月19日,一则涉及新东方教育科技集团CEO周成刚相关传言让东方甄选股价尾盘跳水。截至8月19日港股收盘,东方甄选股报收34.32港元,跌20.89%,此前一度上探至近两年高位53.7港元,涨幅超23.5%。对此,新东方创始人俞敏洪回应称传言“彻底是谣言”。东方甄选投资关系总监在微信群中也辟谣,称“没有这样的事情,我们还在年报静默期,感谢大家支持!”相关负责人同样表示该传言纯属虚假。东方甄选表示:针对谣言,我司已启动报警和司法流程,对于这样的不法行为,我们将一追到底。","news_type":1,"symbols_score_info":{"01797":1,"09901":1,"EDU":1}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456539379729176,"gmtCreate":1752496869826,"gmtModify":1752498200235,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"neuralink 加 uptimas 到是没有想到,这都不是脑洞,而是可实现的,就有点恐怖","listText":"neuralink 加 uptimas 到是没有想到,这都不是脑洞,而是可实现的,就有点恐怖","text":"neuralink 加 uptimas 到是没有想到,这都不是脑洞,而是可实现的,就有点恐怖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456539379729176","repostId":"2551183370","repostType":2,"repost":{"id":"2551183370","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1752492571,"share":"https://www.laohu8.com/m/news/2551183370?lang=&edition=full","pubTime":"2025-07-14 19:29","market":"sg","language":"zh","title":"下一代擎天柱要来了?马斯克:年底会有“史诗级震撼”的演示","url":"https://stock-news.laohu8.com/highlight/detail?id=2551183370","media":"华尔街见闻","summary":"马斯克表示,擎天柱2.5和3的敏捷性将大致相当于一个敏捷的人类,他上月透露,擎天柱即将迎来重大升级。","content":"<html><body><p>擎天柱3将至——马斯克的人形机器人,正从科幻大步走向现实?</p>\n<p>当地时间周一,马斯克在X上发帖称:“刚刚离开特斯拉设计工作室,<strong>今年年底会有史诗级震撼的演示。”</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4fe9819d-07bc-4c30-a36f-9d46267a7ea6.png\"/></p>\n<p>评论区中,网友纷纷猜测,这个“震撼”的演示会是什么?电动汽车分析师、特斯拉爆料人士Sawyer Merritt发起了一个投票,其中两个选项是擎天柱3和纯电超跑Roadster。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3e21f43e-14fc-4dac-a2dc-381949390c18.png\"/></p>\n<p>有迹象表明,可能是擎天柱3。</p>\n<p>周一,博主<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Owners Silicon Valley在X上发帖,感叹擎天柱改进的速度太疯狂。马斯克在这篇帖子下面评论称,<strong>擎天柱2.5和3的敏捷性将大致相当于一个敏捷的人类。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/a9a255dd-68c4-4589-bcac-59ac2238a6a7.png\"/></p>\n<p>马斯克上月透露,<strong>擎天柱即将迎来重大升级</strong>;在他看来,这款产品是特斯拉所有在研项目里最具日常消费前景、也最有财务想象空间的一个。</p>\n<p>与此同时,马斯克旗下领脑机接口公司Neuralink上月进行重大更新。马斯克表示,有了Neuralink芯片,就能完全接管一台特斯拉擎天柱机器人,获得它的全身控制权限和所有传感器数据。</p>\n<p>此外,据华尔街见闻此前文章,早在今年1月初,马斯克就表示,如果一切进展顺利,2026年特斯拉的人形机器人产量将增加10倍,目标是明年生产5万到10万个人形机器人,然后在第二年再增加10倍。</p>\n<p>至于两年前就跳票的第二代Roadster超跑,马斯克在最近的财报电话会上只是再次确认它被继续搁置,理由是特斯拉必须把资源先投向那些对全球能源转型影响更大的项目——跑车虽然“很酷”,但优先级只能往后排。</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>下一代擎天柱要来了?马斯克:年底会有“史诗级震撼”的演示</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ 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INC"},"source_url":"https://wallstreetcn.com/articles/3751053","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2551183370","content_text":"擎天柱3将至——马斯克的人形机器人,正从科幻大步走向现实?\n当地时间周一,马斯克在X上发帖称:“刚刚离开特斯拉设计工作室,今年年底会有史诗级震撼的演示。”\n\n评论区中,网友纷纷猜测,这个“震撼”的演示会是什么?电动汽车分析师、特斯拉爆料人士Sawyer Merritt发起了一个投票,其中两个选项是擎天柱3和纯电超跑Roadster。\n\n有迹象表明,可能是擎天柱3。\n周一,博主Tesla Owners Silicon Valley在X上发帖,感叹擎天柱改进的速度太疯狂。马斯克在这篇帖子下面评论称,擎天柱2.5和3的敏捷性将大致相当于一个敏捷的人类。\n\n马斯克上月透露,擎天柱即将迎来重大升级;在他看来,这款产品是特斯拉所有在研项目里最具日常消费前景、也最有财务想象空间的一个。\n与此同时,马斯克旗下领脑机接口公司Neuralink上月进行重大更新。马斯克表示,有了Neuralink芯片,就能完全接管一台特斯拉擎天柱机器人,获得它的全身控制权限和所有传感器数据。\n此外,据华尔街见闻此前文章,早在今年1月初,马斯克就表示,如果一切进展顺利,2026年特斯拉的人形机器人产量将增加10倍,目标是明年生产5万到10万个人形机器人,然后在第二年再增加10倍。\n至于两年前就跳票的第二代Roadster超跑,马斯克在最近的财报电话会上只是再次确认它被继续搁置,理由是特斯拉必须把资源先投向那些对全球能源转型影响更大的项目——跑车虽然“很酷”,但优先级只能往后排。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493696013988200,"gmtCreate":1761552547145,"gmtModify":1761552548909,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"<a 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又拉一坨大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493696013988200","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491835441418496,"gmtCreate":1761097840260,"gmtModify":1761097842618,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"不允许做空的股票,卖空是如何操作的?","listText":"不允许做空的股票,卖空是如何操作的?","text":"不允许做空的股票,卖空是如何操作的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491835441418496","repostId":"2577384493","repostType":2,"repost":{"id":"2577384493","kind":"news","pubTimestamp":1761035412,"share":"https://www.laohu8.com/m/news/2577384493?lang=&edition=full","pubTime":"2025-10-21 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577384493","media":"市场透视","summary":"云锋金融北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00376\">云锋金融</a>(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%</p><p>更多个股卖空数据请看下面视窗:</p><p>卖空数据是观测市场多空博弈的关键指标:</p><p>短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。</p><p>需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%</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每日卖空追踪 | 云锋金融 10月21日卖空量成交38.8万股,卖空比例为1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 16:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云锋金融(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1501":"阿里概念股","BK1184":"人寿与健康保险","00376":"云锋金融","BK1584":"蚂蚁金服概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102116310194d579ca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577384493","content_text":"云锋金融(00376.HK)北京时间10月21日,涨1.32%,卖空量成交38.8万股,较上一交易日减少48.95%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹(空头被迫回补推升股价);长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会(如财报前卖空激增后的反转)。港股数据实时性强,适合短线跟踪;美股因T+2延迟,更适用中长期分析。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。理性投资应避免孤立使用,需结合财报、资金流向等多维验证,重点关注趋势变化而非绝对数值。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"00376":1.5}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686088352256,"gmtCreate":1760579498116,"gmtModify":1760582503445,"author":{"id":"4125551639837272","authorId":"4125551639837272","name":"heysimon","avatar":"https://static.tigerbbs.com/b0f3b85344589bdb8cfc2963ba6e20a4","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4125551639837272","authorIdStr":"4125551639837272"},"themes":[],"htmlText":"不会被警察叔叔抓走吗?你这样造谣的话","listText":"不会被警察叔叔抓走吗?你这样造谣的话","text":"不会被警察叔叔抓走吗?你这样造谣的话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489686088352256","repostId":"2575276668","repostType":2,"repost":{"id":"2575276668","kind":"news","pubTimestamp":1760498225,"share":"https://www.laohu8.com/m/news/2575276668?lang=&edition=full","pubTime":"2025-10-15 11:17","market":"hk","language":"zh","title":"三花智控斩获特斯拉Optimus机器人50亿大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2575276668","media":"制冷商情","summary":"近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。","content":"<html><body><article><p>近日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已向<a href=\"https://laohu8.com/S/002050\">三花智控</a>下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/k6iaRaKQXzuIU02QHhe8aNTAzzGibc3jElcicvPgzPlA1eTGZ8JURqhP2L8wFE2lnk1CKb4YrjITupaafjgIMOicoQ/640?wx_fmt=png&from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251015113755672v2065ap68ihslgl\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b><strong>制冷商情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","02050":"三花智控","BK1183":"工业机械"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015113800a460a834&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575276668","content_text":"近日,特斯拉已向三花智控下达超 50 亿元大额订单,核心采购其线性关节产品,该部件作为 Optimus 人形机器人实现精准屈伸运动的 “关键关节”,将直接用于特斯拉这款机器人的规模化量产计划。","news_type":1,"symbols_score_info":{"02050":1.5,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}