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叁陆玖饼
07-22
不就是找了一个合作销售公司嘛?
美股异动 | 法拉第未来(FFAI.US)涨逾42% 收到Nature‘s Miracle1亿美元非约束性预订单
叁陆玖饼
03-03
神or神经
摩根士丹利:重新将特斯拉列为美国汽车首选股
叁陆玖饼
03-02
就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没
马斯克:特斯拉未来5年有望实现1000%利润增长
叁陆玖饼
2024-12-19
减少七姐妹的持仓,添加垃圾进来。
异动解读 | 纳指三倍做多ETF(TQQQ)盘中大跌5.03% 科技巨头权重或被调低所致
叁陆玖饼
2024-10-02
$三倍做多富时中国ETF-Direxion(YINN)$
看多中国成必然,大A休市,资金会滞留香股。接着舞
叁陆玖饼
2024-08-22
屡败屡战,支持
法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”
叁陆玖饼
2024-05-29
$Faraday Future(FFIE)$
算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血]
叁陆玖饼
2024-05-16
$Faraday Future(FFIE)$
冲啊,干死空头
叁陆玖饼
2024-05-16
美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍
法拉第未来继续暴涨,贾跃亭称要帮中国车企进入美国市场
叁陆玖饼
2024-05-15
$Faraday Future(FFIE)$
看来能涨到贾跃亭直播
叁陆玖饼
2024-04-10
今年计划,薅一根中东羊毛
法拉第未来在迪拜设立销售实体,年底前交付FF91限量版
叁陆玖饼
2023-01-09
想低吸?
美联储已经明确告诉股市:不要大涨
去老虎APP查看更多动态
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"htmlText":"不就是找了一个合作销售公司嘛?","listText":"不就是找了一个合作销售公司嘛?","text":"不就是找了一个合作销售公司嘛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459403147858048","repostId":"2553541682","repostType":2,"repost":{"id":"2553541682","kind":"news","pubTimestamp":1753195549,"share":"https://www.laohu8.com/m/news/2553541682?lang=&edition=full","pubTime":"2025-07-22 22:45","market":"fut","language":"zh","title":"美股异动 | 法拉第未来(FFAI.US)涨逾42% 收到Nature‘s Miracle1亿美元非约束性预订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2553541682","media":"智通财经","summary":"智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。","content":"<html><body><p>智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1320767.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1320767.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"http://www.zhitongcaijing.com/content/detail/1320767.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553541682","content_text":"智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409572215427672,"gmtCreate":1741002756427,"gmtModify":1741006996549,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"神or神经","listText":"神or神经","text":"神or神经","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409572215427672","repostId":"2516681532","repostType":2,"repost":{"id":"2516681532","kind":"live","pubTimestamp":1740999022,"share":"https://www.laohu8.com/m/news/2516681532?lang=&edition=full","pubTime":"2025-03-03 18:50","market":"us","language":"zh","title":"摩根士丹利:重新将特斯拉列为美国汽车首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516681532","media":"特来讯","summary":"转型逻辑:从“卖车”到“卖未来”。","content":"<html><head></head><body><p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。</p><p>这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。</p><p>目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。</p><p><strong>转型逻辑:从“卖车”到“卖未来”</strong></p><p><strong>汽车业务的短期阵痛</strong></p><p>近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。</p><p>但乔纳斯认为,这些困境是战略转型的必经之路。</p><p>特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。</p><p><strong>未被定价的 AI 与机器人价值</strong></p><p>摩根士丹利指出,特斯拉的技术复用能力是其最大优势。</p><p>自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 </p><p>具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 </p><p>供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。</p><p><strong>市场争议:分歧中的机会</strong></p><p><strong>看空者的担忧</strong></p><p>政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。</p><p>估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 </p><p><strong>看多者的反击</strong></p><p>乔纳斯团队提出三个反共识观点: </p><p>商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 </p><p>TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 </p><p>数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。</p><p>乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。</p><p>尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。</p><p>对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”</p></body></html>","source":"lsy1741030344050","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>摩根士丹利:重新将特斯拉列为美国汽车首选股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利:重新将特斯拉列为美国汽车首选股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 18:50 北京时间 <a href=https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw><strong>特来讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516681532","content_text":"3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖未来”汽车业务的短期阵痛近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。但乔纳斯认为,这些困境是战略转型的必经之路。特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。未被定价的 AI 与机器人价值摩根士丹利指出,特斯拉的技术复用能力是其最大优势。自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。市场争议:分歧中的机会看空者的担忧政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 看多者的反击乔纳斯团队提出三个反共识观点: 商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409031775625680,"gmtCreate":1740878779887,"gmtModify":1740878781976,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","listText":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","text":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409031775625680","repostId":"1180129651","repostType":2,"repost":{"id":"1180129651","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":1740877863,"share":"https://www.laohu8.com/m/news/1180129651?lang=&edition=full","pubTime":"2025-03-02 09:11","market":"us","language":"zh","title":"马斯克:特斯拉未来5年有望实现1000%利润增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1180129651","media":"老虎资讯综合","summary":"北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为$特斯拉(TSLA)$在5年内实现1000%的利润增长是可能的。前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”","content":"<html><head></head><body><p>北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在5年内实现1000%的利润增长是可能的。</p><p style=\"text-align: start;\">前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2a0525a3f9e2afe276178a87670369b\" tg-width=\"618\" tg-height=\"455\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克:特斯拉未来5年有望实现1000%利润增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克:特斯拉未来5年有望实现1000%利润增长\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\">2025-03-02 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在5年内实现1000%的利润增长是可能的。</p><p style=\"text-align: start;\">前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2a0525a3f9e2afe276178a87670369b\" tg-width=\"618\" tg-height=\"455\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180129651","content_text":"北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为特斯拉在5年内实现1000%的利润增长是可能的。前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383126695141488,"gmtCreate":1734565910016,"gmtModify":1734572650860,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"减少七姐妹的持仓,添加垃圾进来。","listText":"减少七姐妹的持仓,添加垃圾进来。","text":"减少七姐妹的持仓,添加垃圾进来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383126695141488","repostId":"1120358614","repostType":2,"repost":{"id":"1120358614","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1734551908,"share":"https://www.laohu8.com/m/news/1120358614?lang=&edition=full","pubTime":"2024-12-19 03:58","market":"hk","language":"zh","title":"异动解读 | 纳指三倍做多ETF(TQQQ)盘中大跌5.03% 科技巨头权重或被调低所致","url":"https://stock-news.laohu8.com/highlight/detail?id=1120358614","media":"异动解读","summary":"纳指三倍做多ETF(TQQQ)今日盘中大幅下跌5.03%,引发了市场的广泛关注。\n\n根据相关报道,导致这一下跌的主要原因或与纳斯达克100指数权重调整预期有关。目前该指数中的多家科技巨头公司(包括英伟达、亚马逊、特斯拉等)的个股权重合计已超过52%,远高于40%的上限。按照纳指的规则,高权重股票的权重可能需要被强制削减。\n\n去年7月,该指数曾对7家公司的权重进行过削减。而最近,Broadcom公司股价大涨使其权重突破4.5%,再次触发了权重调整机制。科技巨头公司在过去一年内股价飙升达79%,是指数其他成分股平均涨幅的4倍,这是造成目前权重过高的主要原因。","content":"<p>纳指三倍做多ETF(TQQQ)今日盘中大幅下跌5.03%,引发了市场的广泛关注。</p>\n\n<p>根据相关报道,导致这一下跌的主要原因或与纳斯达克100指数权重调整预期有关。目前该指数中的多家科技巨头公司(包括英伟达、亚马逊、特斯拉等)的个股权重合计已超过52%,远高于40%的上限。按照纳指的规则,高权重股票的权重可能需要被强制削减。</p>\n\n<p>去年7月,该指数曾对7家公司的权重进行过削减。而最近,Broadcom公司股价大涨使其权重突破4.5%,再次触发了权重调整机制。科技巨头公司在过去一年内股价飙升达79%,是指数其他成分股平均涨幅的4倍,这是造成目前权重过高的主要原因。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 纳指三倍做多ETF(TQQQ)盘中大跌5.03% 科技巨头权重或被调低所致</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-19 03:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>纳指三倍做多ETF(TQQQ)今日盘中大幅下跌5.03%,引发了市场的广泛关注。</p>\n\n<p>根据相关报道,导致这一下跌的主要原因或与纳斯达克100指数权重调整预期有关。目前该指数中的多家科技巨头公司(包括英伟达、亚马逊、特斯拉等)的个股权重合计已超过52%,远高于40%的上限。按照纳指的规则,高权重股票的权重可能需要被强制削减。</p>\n\n<p>去年7月,该指数曾对7家公司的权重进行过削减。而最近,Broadcom公司股价大涨使其权重突破4.5%,再次触发了权重调整机制。科技巨头公司在过去一年内股价飙升达79%,是指数其他成分股平均涨幅的4倍,这是造成目前权重过高的主要原因。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120358614","content_text":"纳指三倍做多ETF(TQQQ)今日盘中大幅下跌5.03%,引发了市场的广泛关注。\n根据相关报道,导致这一下跌的主要原因或与纳斯达克100指数权重调整预期有关。目前该指数中的多家科技巨头公司(包括英伟达、亚马逊、特斯拉等)的个股权重合计已超过52%,远高于40%的上限。按照纳指的规则,高权重股票的权重可能需要被强制削减。\n去年7月,该指数曾对7家公司的权重进行过削减。而最近,Broadcom公司股价大涨使其权重突破4.5%,再次触发了权重调整机制。科技巨头公司在过去一年内股价飙升达79%,是指数其他成分股平均涨幅的4倍,这是造成目前权重过高的主要原因。","news_type":1,"symbols_score_info":{"TQQQ":1}},"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355627677008032,"gmtCreate":1727825136850,"gmtModify":1727862038561,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> 看多中国成必然,大A休市,资金会滞留香股。接着舞","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> 看多中国成必然,大A休市,资金会滞留香股。接着舞","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 看多中国成必然,大A休市,资金会滞留香股。接着舞","images":[{"img":"https://static.tigerbbs.com/41aa3d23fdbe4e2f5d8e6dc5e911b3b9","width":"1068","height":"1655"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/355627677008032","isVote":1,"tweetType":1,"viewCount":19256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341284120772904,"gmtCreate":1724341870306,"gmtModify":1724341872359,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"屡败屡战,支持","listText":"屡败屡战,支持","text":"屡败屡战,支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341284120772904","repostId":"1186381161","repostType":2,"repost":{"id":"1186381161","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":1724340777,"share":"https://www.laohu8.com/m/news/1186381161?lang=&edition=full","pubTime":"2024-08-22 23:32","market":"us","language":"zh","title":"法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=1186381161","media":"老虎资讯综合","summary":"新品牌将重点关注2万-8万美元区间的市场。","content":"<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</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>法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-22 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186381161","content_text":"周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据Faraday Future方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。据透露,这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311137352175736,"gmtCreate":1716981237021,"gmtModify":1716987643001,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v>算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血] ","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v>算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血] ","text":"$Faraday Future(FFIE)$ 算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311137352175736","isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306520990957752,"gmtCreate":1715868796491,"gmtModify":1715869048571,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"1\"></v-v>冲啊,干死空头","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"1\"></v-v>冲啊,干死空头","text":"$Faraday Future(FFIE)$ 冲啊,干死空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306520990957752","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306309953888520,"gmtCreate":1715817275146,"gmtModify":1715823878692,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","listText":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","text":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306309953888520","repostId":"1132913904","repostType":2,"repost":{"id":"1132913904","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":1715780736,"share":"https://www.laohu8.com/m/news/1132913904?lang=&edition=full","pubTime":"2024-05-15 21:45","market":"us","language":"zh","title":"法拉第未来继续暴涨,贾跃亭称要帮中国车企进入美国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1132913904","media":"老虎资讯综合","summary":"希望能够有机会和中国车企合作。","content":"<html><head></head><body><p>周三,当此前暴涨的游戏驿站、AMC院线大幅回落之际,法拉第未来延续了强势,截至发稿涨幅约74%,周二暴涨超367%。贾跃亭谈及此事时表示,越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性,以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f85bec01472e31b280855159cc9812\" tg-width=\"560\" tg-height=\"240\"/></p><p>贾跃亭表示:“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力,正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下,FF可以帮助中国车企和供应链,快速进入美国市场,减少试错和时间成本,希望能够有机会和中国车企合作。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三,当此前暴涨的游戏驿站、AMC院线大幅回落之际,法拉第未来延续了强势,截至发稿涨幅约74%,周二暴涨超367%。贾跃亭谈及此事时表示,越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性,以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f85bec01472e31b280855159cc9812\" tg-width=\"560\" tg-height=\"240\"/></p><p>贾跃亭表示:“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力,正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下,FF可以帮助中国车企和供应链,快速进入美国市场,减少试错和时间成本,希望能够有机会和中国车企合作。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132913904","content_text":"周三,当此前暴涨的游戏驿站、AMC院线大幅回落之际,法拉第未来延续了强势,截至发稿涨幅约74%,周二暴涨超367%。贾跃亭谈及此事时表示,越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性,以及许多特有的价值。贾跃亭表示:“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力,正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下,FF可以帮助中国车企和供应链,快速进入美国市场,减少试错和时间成本,希望能够有机会和中国车企合作。”","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306092393517056,"gmtCreate":1715764299615,"gmtModify":1715764325164,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 看来能涨到贾跃亭直播","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 看来能涨到贾跃亭直播","text":"$Faraday Future(FFIE)$ 看来能涨到贾跃亭直播","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306092393517056","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"content":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧","text":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧","html":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293811769929960,"gmtCreate":1712736878998,"gmtModify":1712737122145,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"今年计划,薅一根中东羊毛","listText":"今年计划,薅一根中东羊毛","text":"今年计划,薅一根中东羊毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293811769929960","repostId":"1144986324","repostType":2,"repost":{"id":"1144986324","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":1712658701,"share":"https://www.laohu8.com/m/news/1144986324?lang=&edition=full","pubTime":"2024-04-09 18:31","market":"us","language":"zh","title":"法拉第未来在迪拜设立销售实体,年底前交付FF91限量版","url":"https://stock-news.laohu8.com/highlight/detail?id=1144986324","media":"老虎资讯综合","summary":"此举是法拉第未来扩张计划中的一个重要里程碑。","content":"<html><head></head><body><p>法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7fb67e2e2c32f303cd73b28241fae5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法拉第未来在迪拜设立销售实体,年底前交付FF91限量版</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来在迪拜设立销售实体,年底前交付FF91限量版\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-09 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7fb67e2e2c32f303cd73b28241fae5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144986324","content_text":"法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628628384,"gmtCreate":1673222178548,"gmtModify":1673228102425,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"想低吸?","listText":"想低吸?","text":"想低吸?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628628384","repostId":"1175436624","repostType":4,"repost":{"id":"1175436624","kind":"news","pubTimestamp":1673151079,"share":"https://www.laohu8.com/m/news/1175436624?lang=&edition=full","pubTime":"2023-01-08 12:11","market":"us","language":"zh","title":"美联储已经明确告诉股市:不要大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1175436624","media":"华尔街见闻","summary":"市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了1","content":"<html><head></head><body><blockquote>市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。</blockquote><p>美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。</p><p>美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而驱动的放松,将让委员会恢复价格稳定的努力变得复杂。</p><p><b>这被分析师和经济学家视为对金融市场参与者的警告,即对美联储在2023年进行政策转向的押注并不受政策制定者的欢迎;而且,在股市反弹甚至整体金融条件放松的情况下,这些押注只会迫使FOMC把降低通胀带来的痛苦延续下去。</b></p><p>Navellier & Associates总裁兼创始人 Louis Navellier 在周四的一份报告中表示:</p><blockquote>用通俗点的话来说,美联储暗示,FOMC成员们不喜欢股市上涨,因为他们担心这可能导致潜在的消费者支出通胀。</blockquote><p>BMO 资本市场利率策略师 Ian Lyngen 和 Benjamin Jeffery 在周三的一份报告中写道:“会议纪要显示,美联储又在刻意劝阻市场不要相信美联储将在2023年触发看跌期权。”</p><p>当楼市或者资本市场出现大动荡,资产价格大幅下跌的时候,美联储对市场注入流动性避免出现危机,这种现象被“美联储看跌期权”。自上世纪80年代末以来,数千名交易员、投资者和分析师都习惯了美联储看跌期权,他们相信,在动荡时刻,政策制定者总是会通过缩减加息计划或直接降息来支撑市场,因此,许多投资者总是会逢低买入。</p><p>国会证券管理公司(Capitol Securities Management)首席经济策略师 Kent Engelke 在周四的一份报告中表示,这份会议纪要清楚地表明,<b>“众所周知的美联储看跌期权机制已经正式消亡”。</b></p><p>周五,美股大涨,道琼斯工业指数上涨2.1%,标普500指数上涨2.28%,纳斯达克综合指数上涨2.6%;另外,美国12月非农就业报告显示,工资增长意外放缓,ISM服务业指数跌至收缩区间。</p><p>一些市场观察人士想知道,美联储政策制定者会对市场的反应有何反应。目前,美债收益率继续下跌,市场对美联储2月1日加息25个基点的押注从有所提高。</p><p>法国巴黎银行(BNP Paribas)经济学家 Carl Riccadonna、Yelena Shulyatyeva 和 Andrew Schneider 认为,<b>这份非农就业报告在一定程度上缓解了美联储在2月1日加息50个基点的压力,但政策制定者似乎对市场定价越来越没有耐心,因为美联储与市场在联邦基金利率的峰值和首次降息时机方面存在分歧。</b></p><p>牛津经济研究院首席美国经济学家 Ryan Sweet 在周三的一份报告中表示:</p><blockquote>会议纪要明确强调了美联储对通胀的关注,但也强调了他们对金融市场状况开始松动的不满,他们认为这阻碍了他们实现价格稳定的努力。</blockquote><blockquote>从会议纪要中可以看出,美联储将冒着伤害劳动力市场和更广泛经济的风险降低通胀。</blockquote><p>Pantheon Macroeconomics 首席经济学家 Ian Shepherdson 也认为,美联储提到金融状况是为了传达一种信息,即投资者不应指望政策制定者在经济数据出现明显的重大转变之前,会放松通胀底线。</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>美联储已经明确告诉股市:不要大涨</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储已经明确告诉股市:不要大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 12:11 北京时间 <a href=https://wallstreetcn.com/articles/3679288><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3679288","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175436624","content_text":"市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而驱动的放松,将让委员会恢复价格稳定的努力变得复杂。这被分析师和经济学家视为对金融市场参与者的警告,即对美联储在2023年进行政策转向的押注并不受政策制定者的欢迎;而且,在股市反弹甚至整体金融条件放松的情况下,这些押注只会迫使FOMC把降低通胀带来的痛苦延续下去。Navellier & Associates总裁兼创始人 Louis Navellier 在周四的一份报告中表示:用通俗点的话来说,美联储暗示,FOMC成员们不喜欢股市上涨,因为他们担心这可能导致潜在的消费者支出通胀。BMO 资本市场利率策略师 Ian Lyngen 和 Benjamin Jeffery 在周三的一份报告中写道:“会议纪要显示,美联储又在刻意劝阻市场不要相信美联储将在2023年触发看跌期权。”当楼市或者资本市场出现大动荡,资产价格大幅下跌的时候,美联储对市场注入流动性避免出现危机,这种现象被“美联储看跌期权”。自上世纪80年代末以来,数千名交易员、投资者和分析师都习惯了美联储看跌期权,他们相信,在动荡时刻,政策制定者总是会通过缩减加息计划或直接降息来支撑市场,因此,许多投资者总是会逢低买入。国会证券管理公司(Capitol Securities Management)首席经济策略师 Kent Engelke 在周四的一份报告中表示,这份会议纪要清楚地表明,“众所周知的美联储看跌期权机制已经正式消亡”。周五,美股大涨,道琼斯工业指数上涨2.1%,标普500指数上涨2.28%,纳斯达克综合指数上涨2.6%;另外,美国12月非农就业报告显示,工资增长意外放缓,ISM服务业指数跌至收缩区间。一些市场观察人士想知道,美联储政策制定者会对市场的反应有何反应。目前,美债收益率继续下跌,市场对美联储2月1日加息25个基点的押注从有所提高。法国巴黎银行(BNP Paribas)经济学家 Carl Riccadonna、Yelena Shulyatyeva 和 Andrew Schneider 认为,这份非农就业报告在一定程度上缓解了美联储在2月1日加息50个基点的压力,但政策制定者似乎对市场定价越来越没有耐心,因为美联储与市场在联邦基金利率的峰值和首次降息时机方面存在分歧。牛津经济研究院首席美国经济学家 Ryan Sweet 在周三的一份报告中表示:会议纪要明确强调了美联储对通胀的关注,但也强调了他们对金融市场状况开始松动的不满,他们认为这阻碍了他们实现价格稳定的努力。从会议纪要中可以看出,美联储将冒着伤害劳动力市场和更广泛经济的风险降低通胀。Pantheon Macroeconomics 首席经济学家 Ian Shepherdson 也认为,美联储提到金融状况是为了传达一种信息,即投资者不应指望政策制定者在经济数据出现明显的重大转变之前,会放松通胀底线。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":355627677008032,"gmtCreate":1727825136850,"gmtModify":1727862038561,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> 看多中国成必然,大A休市,资金会滞留香股。接着舞","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> 看多中国成必然,大A休市,资金会滞留香股。接着舞","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 看多中国成必然,大A休市,资金会滞留香股。接着舞","images":[{"img":"https://static.tigerbbs.com/41aa3d23fdbe4e2f5d8e6dc5e911b3b9","width":"1068","height":"1655"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/355627677008032","isVote":1,"tweetType":1,"viewCount":19256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306092393517056,"gmtCreate":1715764299615,"gmtModify":1715764325164,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 看来能涨到贾跃亭直播","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 看来能涨到贾跃亭直播","text":"$Faraday Future(FFIE)$ 看来能涨到贾跃亭直播","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306092393517056","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"content":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧","text":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧","html":"直播人数绝对不会低,不过也是利好尽出了。老贾战略方向都没问题,奈何后台倒了,只能跑路,支持到第一场直播吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409031775625680,"gmtCreate":1740878779887,"gmtModify":1740878781976,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","listText":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","text":"就看效率部的成败了,成功了翻十倍都是小事,失败了别说利润率,命都要没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409031775625680","repostId":"1180129651","repostType":2,"repost":{"id":"1180129651","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":1740877863,"share":"https://www.laohu8.com/m/news/1180129651?lang=&edition=full","pubTime":"2025-03-02 09:11","market":"us","language":"zh","title":"马斯克:特斯拉未来5年有望实现1000%利润增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1180129651","media":"老虎资讯综合","summary":"北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为$特斯拉(TSLA)$在5年内实现1000%的利润增长是可能的。前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”","content":"<html><head></head><body><p>北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在5年内实现1000%的利润增长是可能的。</p><p style=\"text-align: start;\">前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2a0525a3f9e2afe276178a87670369b\" tg-width=\"618\" tg-height=\"455\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克:特斯拉未来5年有望实现1000%利润增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在5年内实现1000%的利润增长是可能的。</p><p style=\"text-align: start;\">前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2a0525a3f9e2afe276178a87670369b\" tg-width=\"618\" tg-height=\"455\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180129651","content_text":"北京时间3月2日早间,马斯克刚刚在X上表示,这需要出色的执行力,但我认为特斯拉在5年内实现1000%的利润增长是可能的。前一天,他还在回复看衰特斯拉的帖子下回复,称“特斯拉长期的回报非常高。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459403147858048,"gmtCreate":1753196377218,"gmtModify":1753196379133,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"不就是找了一个合作销售公司嘛?","listText":"不就是找了一个合作销售公司嘛?","text":"不就是找了一个合作销售公司嘛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459403147858048","repostId":"2553541682","repostType":2,"repost":{"id":"2553541682","kind":"news","pubTimestamp":1753195549,"share":"https://www.laohu8.com/m/news/2553541682?lang=&edition=full","pubTime":"2025-07-22 22:45","market":"fut","language":"zh","title":"美股异动 | 法拉第未来(FFAI.US)涨逾42% 收到Nature‘s Miracle1亿美元非约束性预订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2553541682","media":"智通财经","summary":"智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。","content":"<html><body><p>智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 法拉第未来(FFAI.US)涨逾42% 收到Nature‘s Miracle1亿美元非约束性预订单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 法拉第未来(FFAI.US)涨逾42% 收到Nature‘s Miracle1亿美元非约束性预订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-22 22:45 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1320767.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1320767.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"http://www.zhitongcaijing.com/content/detail/1320767.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553541682","content_text":"智通财经APP获悉,周二,法拉第未来(FFAI.US)涨逾42%,报2.92美元。据悉,法拉第未来已收到Nature's Miracle Holding的非约束性预订单,订购1000辆FX Super One多功能车辆,交易价值预计高达1亿美元。Nature's Miracle表示,计划将这些车辆转售给消费者,其子公司Hydroman Electric将负责分销。车辆交付预计将在年底开始。法拉第未来还与Nature's Miracle达成了共创协议,以促进品牌曝光。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409572215427672,"gmtCreate":1741002756427,"gmtModify":1741006996549,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"神or神经","listText":"神or神经","text":"神or神经","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409572215427672","repostId":"2516681532","repostType":2,"repost":{"id":"2516681532","kind":"live","pubTimestamp":1740999022,"share":"https://www.laohu8.com/m/news/2516681532?lang=&edition=full","pubTime":"2025-03-03 18:50","market":"us","language":"zh","title":"摩根士丹利:重新将特斯拉列为美国汽车首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516681532","media":"特来讯","summary":"转型逻辑:从“卖车”到“卖未来”。","content":"<html><head></head><body><p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。</p><p>这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。</p><p>目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。</p><p><strong>转型逻辑:从“卖车”到“卖未来”</strong></p><p><strong>汽车业务的短期阵痛</strong></p><p>近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。</p><p>但乔纳斯认为,这些困境是战略转型的必经之路。</p><p>特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。</p><p><strong>未被定价的 AI 与机器人价值</strong></p><p>摩根士丹利指出,特斯拉的技术复用能力是其最大优势。</p><p>自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 </p><p>具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 </p><p>供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。</p><p><strong>市场争议:分歧中的机会</strong></p><p><strong>看空者的担忧</strong></p><p>政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。</p><p>估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 </p><p><strong>看多者的反击</strong></p><p>乔纳斯团队提出三个反共识观点: </p><p>商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 </p><p>TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 </p><p>数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。</p><p>乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。</p><p>尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。</p><p>对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”</p></body></html>","source":"lsy1741030344050","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>摩根士丹利:重新将特斯拉列为美国汽车首选股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利:重新将特斯拉列为美国汽车首选股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 18:50 北京时间 <a href=https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw><strong>特来讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/l6MDuFVxYpTvN8pOHQxrVw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516681532","content_text":"3 月 3 日,摩根士丹利知名分析师亚当·乔纳斯(Adam Jonas)在特斯拉股价经历近 30% 的暴跌后,逆势将其重新列为美国汽车行业的“首选”(Top Pick)。这一决策基于一个核心逻辑:特斯拉正在从单一的汽车制造商向 AI 与机器人平台公司转型,而市场尚未充分定价其颠覆性潜力。目前,摩根士丹利对特斯拉的基本目标价为 430 美元,牛市情景下看涨至 800 美元。转型逻辑:从“卖车”到“卖未来”汽车业务的短期阵痛近期特斯拉面临销量下滑、欧洲市场遇挫(1月销量同比暴跌 45%)以及 Cybertruck 需求不及预期等挑战。但乔纳斯认为,这些困境是战略转型的必经之路。特斯拉正逐步将重心从传统汽车制造转向以AI为核心的生态系统,包括自动驾驶(FSD)、机器人出租车(Robotaxi)和人形机器人Optimus。未被定价的 AI 与机器人价值摩根士丹利指出,特斯拉的技术复用能力是其最大优势。自动驾驶技术复用:FSD 系统的算法和数据积累可直接迁移至人形机器人,实现“车-机器人”技术闭环。 具身智能(EAI)布局:特斯拉通过能源存储、超算集群 Cortex 和 Dojo 芯片构建的 AI 基础设施,使其在机器人感知、决策与控制领域形成壁垒。 供应链降本潜力:Optimus 机器人已进入量产测试阶段,预计 2025 年生产 1 万台,远期目标达月产 10 万台。规模化将推动执行器、传感器等核心部件成本下降。市场争议:分歧中的机会看空者的担忧政治风险:马斯克涉足美国“政府效率部”改革及欧洲极右翼政治争议,导致品牌形象受损。德国、法国等地出现特斯拉车辆被砸事件,1月欧洲销量腰斩。估值泡沫质疑:当前特斯拉市盈率达 166 倍,是丰田的 20 倍、英伟达的 3 倍。部分机构如摩根大通认为其合理估值仅 135 美元。 看多者的反击乔纳斯团队提出三个反共识观点: 商业模式迭代:到 2040 年,特斯拉网络服务(含 FSD 订阅、超级充电)将贡献 60% 的EBITDA,汽车制造则退居次要地位。 TAM(潜在市场规模)重构:人形机器人全球市场规模预计在 2035 年达 380-2050 亿美元,而特斯拉凭借 Optimus 的先发优势,可能复制电动汽车领域的颠覆路径。 数据飞轮效应:特斯拉拥有超 500 万辆车的实时道路数据,这是训练 AI 模型的独家资源。2025 年其自动驾驶里程有望突破 100 亿英里,远超竞争对手。乔纳斯的“逆势推荐”揭示了一个更深刻的行业趋势:汽车产业的价值链正在从硬件制造向软件与 AI 服务迁移。尽管短期内特斯拉仍需面对销量波动和舆论压力,但其在 AI 基础设施、数据积累和跨界技术融合上的投入,已为长期转型埋下伏笔。对于投资者而言,这或许是一场关于“信仰”与“估值”的博弈——正如乔纳斯所言:“当特斯拉的 AI 潜力被完全定价时,430 美元的目标价将只是起点。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383126695141488,"gmtCreate":1734565910016,"gmtModify":1734572650860,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"减少七姐妹的持仓,添加垃圾进来。","listText":"减少七姐妹的持仓,添加垃圾进来。","text":"减少七姐妹的持仓,添加垃圾进来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383126695141488","repostId":"1120358614","repostType":2,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341284120772904,"gmtCreate":1724341870306,"gmtModify":1724341872359,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"屡败屡战,支持","listText":"屡败屡战,支持","text":"屡败屡战,支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341284120772904","repostId":"1186381161","repostType":2,"repost":{"id":"1186381161","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":1724340777,"share":"https://www.laohu8.com/m/news/1186381161?lang=&edition=full","pubTime":"2024-08-22 23:32","market":"us","language":"zh","title":"法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=1186381161","media":"老虎资讯综合","summary":"新品牌将重点关注2万-8万美元区间的市场。","content":"<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-22 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186381161","content_text":"周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据Faraday Future方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。据透露,这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311137352175736,"gmtCreate":1716981237021,"gmtModify":1716987643001,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v>算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血] ","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v>算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血] ","text":"$Faraday Future(FFIE)$ 算到了老贾贴牌卖车,绕过关税。但没算到老贾债转股,老贾还是技高一筹[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311137352175736","isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306520990957752,"gmtCreate":1715868796491,"gmtModify":1715869048571,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"1\"></v-v>冲啊,干死空头","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"1\"></v-v>冲啊,干死空头","text":"$Faraday Future(FFIE)$ 冲啊,干死空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306520990957752","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306309953888520,"gmtCreate":1715817275146,"gmtModify":1715823878692,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","listText":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","text":"美国可以以法拉第为股本收购国内的新能源。按着这思路,法拉第至少要拉到千亿美元的市值,股价还要翻上万倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306309953888520","repostId":"1132913904","repostType":2,"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293811769929960,"gmtCreate":1712736878998,"gmtModify":1712737122145,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"今年计划,薅一根中东羊毛","listText":"今年计划,薅一根中东羊毛","text":"今年计划,薅一根中东羊毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293811769929960","repostId":"1144986324","repostType":2,"repost":{"id":"1144986324","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":1712658701,"share":"https://www.laohu8.com/m/news/1144986324?lang=&edition=full","pubTime":"2024-04-09 18:31","market":"us","language":"zh","title":"法拉第未来在迪拜设立销售实体,年底前交付FF91限量版","url":"https://stock-news.laohu8.com/highlight/detail?id=1144986324","media":"老虎资讯综合","summary":"此举是法拉第未来扩张计划中的一个重要里程碑。","content":"<html><head></head><body><p>法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7fb67e2e2c32f303cd73b28241fae5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法拉第未来在迪拜设立销售实体,年底前交付FF91限量版</title>\n<style 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18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7fb67e2e2c32f303cd73b28241fae5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144986324","content_text":"法拉第未来今日宣布,已在迪拜设立一个中东销售实体,并计划在今年交付一款限量版FF91车型。此举是法拉第未来扩张计划中的一个重要里程碑。去年11月,法拉第未来在阿联酋首都阿布扎比举行“中东战略”发布会,公布了进军中东市场的战略和计划。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628628384,"gmtCreate":1673222178548,"gmtModify":1673228102425,"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"themes":[],"htmlText":"想低吸?","listText":"想低吸?","text":"想低吸?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628628384","repostId":"1175436624","repostType":4,"repost":{"id":"1175436624","kind":"news","pubTimestamp":1673151079,"share":"https://www.laohu8.com/m/news/1175436624?lang=&edition=full","pubTime":"2023-01-08 12:11","market":"us","language":"zh","title":"美联储已经明确告诉股市:不要大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1175436624","media":"华尔街见闻","summary":"市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了1","content":"<html><head></head><body><blockquote>市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。</blockquote><p>美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。</p><p>美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而驱动的放松,将让委员会恢复价格稳定的努力变得复杂。</p><p><b>这被分析师和经济学家视为对金融市场参与者的警告,即对美联储在2023年进行政策转向的押注并不受政策制定者的欢迎;而且,在股市反弹甚至整体金融条件放松的情况下,这些押注只会迫使FOMC把降低通胀带来的痛苦延续下去。</b></p><p>Navellier & Associates总裁兼创始人 Louis Navellier 在周四的一份报告中表示:</p><blockquote>用通俗点的话来说,美联储暗示,FOMC成员们不喜欢股市上涨,因为他们担心这可能导致潜在的消费者支出通胀。</blockquote><p>BMO 资本市场利率策略师 Ian Lyngen 和 Benjamin Jeffery 在周三的一份报告中写道:“会议纪要显示,美联储又在刻意劝阻市场不要相信美联储将在2023年触发看跌期权。”</p><p>当楼市或者资本市场出现大动荡,资产价格大幅下跌的时候,美联储对市场注入流动性避免出现危机,这种现象被“美联储看跌期权”。自上世纪80年代末以来,数千名交易员、投资者和分析师都习惯了美联储看跌期权,他们相信,在动荡时刻,政策制定者总是会通过缩减加息计划或直接降息来支撑市场,因此,许多投资者总是会逢低买入。</p><p>国会证券管理公司(Capitol Securities Management)首席经济策略师 Kent Engelke 在周四的一份报告中表示,这份会议纪要清楚地表明,<b>“众所周知的美联储看跌期权机制已经正式消亡”。</b></p><p>周五,美股大涨,道琼斯工业指数上涨2.1%,标普500指数上涨2.28%,纳斯达克综合指数上涨2.6%;另外,美国12月非农就业报告显示,工资增长意外放缓,ISM服务业指数跌至收缩区间。</p><p>一些市场观察人士想知道,美联储政策制定者会对市场的反应有何反应。目前,美债收益率继续下跌,市场对美联储2月1日加息25个基点的押注从有所提高。</p><p>法国巴黎银行(BNP Paribas)经济学家 Carl Riccadonna、Yelena Shulyatyeva 和 Andrew Schneider 认为,<b>这份非农就业报告在一定程度上缓解了美联储在2月1日加息50个基点的压力,但政策制定者似乎对市场定价越来越没有耐心,因为美联储与市场在联邦基金利率的峰值和首次降息时机方面存在分歧。</b></p><p>牛津经济研究院首席美国经济学家 Ryan Sweet 在周三的一份报告中表示:</p><blockquote>会议纪要明确强调了美联储对通胀的关注,但也强调了他们对金融市场状况开始松动的不满,他们认为这阻碍了他们实现价格稳定的努力。</blockquote><blockquote>从会议纪要中可以看出,美联储将冒着伤害劳动力市场和更广泛经济的风险降低通胀。</blockquote><p>Pantheon Macroeconomics 首席经济学家 Ian Shepherdson 也认为,美联储提到金融状况是为了传达一种信息,即投资者不应指望政策制定者在经济数据出现明显的重大转变之前,会放松通胀底线。</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>美联储已经明确告诉股市:不要大涨</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储已经明确告诉股市:不要大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 12:11 北京时间 <a href=https://wallstreetcn.com/articles/3679288><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3679288","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175436624","content_text":"市场对美联储今年政策转向的押注不受政策制定者欢迎,只会迫使美联储把降低通胀带来的痛苦延续下去。美联储向市场传递了一个信号——如果股市大幅反弹,将大大延长经济痛苦的时间。美东时间周三下午,美联储发布了12月货币政策会议的会议纪要。纪要中提到,与会者指出,由于货币政策通过金融市场发挥重要作用,所以金融环境不合理的放松(unwarranted easing),特别是因公众误解(FOMC)委员会反应功能而驱动的放松,将让委员会恢复价格稳定的努力变得复杂。这被分析师和经济学家视为对金融市场参与者的警告,即对美联储在2023年进行政策转向的押注并不受政策制定者的欢迎;而且,在股市反弹甚至整体金融条件放松的情况下,这些押注只会迫使FOMC把降低通胀带来的痛苦延续下去。Navellier & Associates总裁兼创始人 Louis Navellier 在周四的一份报告中表示:用通俗点的话来说,美联储暗示,FOMC成员们不喜欢股市上涨,因为他们担心这可能导致潜在的消费者支出通胀。BMO 资本市场利率策略师 Ian Lyngen 和 Benjamin Jeffery 在周三的一份报告中写道:“会议纪要显示,美联储又在刻意劝阻市场不要相信美联储将在2023年触发看跌期权。”当楼市或者资本市场出现大动荡,资产价格大幅下跌的时候,美联储对市场注入流动性避免出现危机,这种现象被“美联储看跌期权”。自上世纪80年代末以来,数千名交易员、投资者和分析师都习惯了美联储看跌期权,他们相信,在动荡时刻,政策制定者总是会通过缩减加息计划或直接降息来支撑市场,因此,许多投资者总是会逢低买入。国会证券管理公司(Capitol Securities Management)首席经济策略师 Kent Engelke 在周四的一份报告中表示,这份会议纪要清楚地表明,“众所周知的美联储看跌期权机制已经正式消亡”。周五,美股大涨,道琼斯工业指数上涨2.1%,标普500指数上涨2.28%,纳斯达克综合指数上涨2.6%;另外,美国12月非农就业报告显示,工资增长意外放缓,ISM服务业指数跌至收缩区间。一些市场观察人士想知道,美联储政策制定者会对市场的反应有何反应。目前,美债收益率继续下跌,市场对美联储2月1日加息25个基点的押注从有所提高。法国巴黎银行(BNP Paribas)经济学家 Carl Riccadonna、Yelena Shulyatyeva 和 Andrew Schneider 认为,这份非农就业报告在一定程度上缓解了美联储在2月1日加息50个基点的压力,但政策制定者似乎对市场定价越来越没有耐心,因为美联储与市场在联邦基金利率的峰值和首次降息时机方面存在分歧。牛津经济研究院首席美国经济学家 Ryan Sweet 在周三的一份报告中表示:会议纪要明确强调了美联储对通胀的关注,但也强调了他们对金融市场状况开始松动的不满,他们认为这阻碍了他们实现价格稳定的努力。从会议纪要中可以看出,美联储将冒着伤害劳动力市场和更广泛经济的风险降低通胀。Pantheon Macroeconomics 首席经济学家 Ian Shepherdson 也认为,美联储提到金融状况是为了传达一种信息,即投资者不应指望政策制定者在经济数据出现明显的重大转变之前,会放松通胀底线。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}