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12:11","market":"us","language":"zh","title":"马斯克王者归来！特斯拉向上，甲骨文向下","url":"https://stock-news.laohu8.com/highlight/detail?id=2567186401","media":"格隆汇","summary":"埃里森与马斯克短暂“擦肩”","content":"<html><head></head><body><blockquote><p>埃里森与马斯克短暂“擦肩”</p></blockquote><p>甲骨文惊天一夜后，特斯拉依旧是王者。</p><p>近两个交易日，<strong>特斯拉和甲骨文的股价冰火两重天：一个大幅跃升，一个高位跌落。</strong></p><p>周五，特斯拉暴涨7.36%报395.94美元，抹平近七个半月以来所有跌幅，达到1月31日以来最高水平。</p><p>值得注意的是，特斯拉股价近两日已累涨逾13.8%，市值累计增加1553亿美元（约合人民币11064亿元），现市值1.28万亿美元。</p><p>而甲骨文在周三飙涨了36%后，连续2个交易日大跌，近两个交易日累计跌超10%，目前总市值8303亿美元。</p><p>本周，甲骨文、特斯拉分别累涨25.51%、12.85%；年内甲骨文累涨约78%，特斯拉则累跌约2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4658be05e90529607c25ef978611b41f\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e8b7682e003ba851d2307ee0899646e\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1188119398\" style=\"text-align: left;\">特斯拉向上，甲骨文向下</h2><p>一夜封神过后，市场对甲骨文重注OpenAI的担忧四起。</p><p>这背后是，AI狂潮下的高估值隐忧。</p><p>周三，甲骨文单日飙涨了36%，录得自1992年以来最佳单日表现。</p><p>其市值也一夜狂飙<strong>2438亿美元</strong>（约1.73万亿元），近乎涨出了一个茅台。</p><p>近期，甲骨文财报大胆预测其收入将在未来三年内翻一番，加上OpenAI巨额算力订单的催化，公司成为了投资者眼中炙手可热的“新英伟达”。</p><p>全球AI产业链在“甲骨文之夜”后，也是掀起了一阵火热浪潮。</p><p>不过冷静过后，市场担忧过度依赖OpenAI，甲骨文火速开启回调。</p><p>Wedbush Securities分析师Gil Luria最新对甲骨文股票维持“中性”，并提醒投资者关注客户集中度风险。他直言：</p><blockquote><p>“我们对甲骨文积压订单的乐观态度，被其几乎完全来自OpenAI的消息严重削弱。”</p></blockquote><p>反观特斯拉，这两天在Robotaxi业务利好之下，股价扶摇直上。</p><p>据悉，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务。</p><p>另外马斯克正试图让特斯拉从电动车业务转向人形机器人。</p><p>本月早些时候，马斯克宣称公司未来80%的长期价值将来自人形机器人项目Optimus。</p><p>Horizon Investments分析师Dmitry Shlyapnikov指出，市场对特斯拉的定价就像把他当作一家增长型公司，但过去两年其营收几乎没有实质增长。</p><blockquote><p>“马斯克需要为投资者提供一个新的增长故事，而Optimus就是答案。”</p></blockquote><p>市场预计，特斯拉未来12个月市盈率高达155倍，是“七巨头”中最昂贵的股票，紧随其后的英伟达市盈率只有31倍。</p><h2 id=\"id_4115720744\" style=\"text-align: left;\">埃里森与马斯克短暂“擦肩”</h2><p>特斯拉与甲骨文一涨、一跌后，<strong>马斯克再次把埃里森远远甩在身后。</strong></p><p>目前，马斯克与埃里森的财富差距再次扩大超<strong>1000亿美元。</strong></p><p>福布斯实时富豪榜最新显示，马斯克的财富总额已上升至4632亿美元，稳坐全球世界首富宝座。</p><p>而短暂问鼎的甲骨文创始人埃里森的财富则回落至3518亿美元，居第二位；Meta创始人扎克伯格则以2587亿美元身家排在第三名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f22d9a386db314d58ce69f9170d44d12\" title=\"\" tg-width=\"897\" tg-height=\"546\"/></p><p>值得一提的是，在被埃里森超越之前，马斯克此前已连续近一年蝉联全球首富。</p><p>上周，特斯拉董事会还公布了史无前例的万亿美元薪酬包，只为留住马斯克未来十年继续专注于特斯拉发展。</p><p>高薪之下，马斯克也面临着多重运营目标：</p><p><strong>8.5万亿美元市值、2000万辆汽车、100万台机器人、4000亿美元年利润……</strong></p><p>可以说，<strong>这份10年期的“对赌”也将马斯克与特斯拉“锁死”。</strong></p><p>据悉，这份薪酬方案将在11月6日的特斯拉股东大会上表决投票，外界普遍预计通过概率很大。</p><p>特斯拉董事长德诺姆最新高度评价马斯克，<strong>称其是特斯拉在“变革性”时期的最佳CEO。</strong></p><p>他表示，除了马斯克之外，没有其他人可以领导公司。马斯克已“完成”政治服务，重返特斯拉。</p><p>特斯拉长期多头、Wedbush分析师Dan Ives表示，薪酬方案是确保马斯克继续掌舵、带领特斯拉渡过关键时期的重要举措。马斯克就是特斯拉最重要的资产。</p><p>在AI革命之际，自动驾驶和机器人业务正处于发展前沿，这是特斯拉的关键时刻。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克王者归来！特斯拉向上，甲骨文向下</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马斯克王者归来！特斯拉向上，甲骨文向下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 12:11 北京时间 <a href=https://www.gelonghui.com/p/2828089><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃里森与马斯克短暂“擦肩”甲骨文惊天一夜后，特斯拉依旧是王者。近两个交易日，特斯拉和甲骨文的股价冰火两重天：一个大幅跃升，一个高位跌落。周五，特斯拉暴涨7.36%报395.94美元，抹平近七个半月以来所有跌幅，达到1月31日以来最高水平。值得注意的是，特斯拉股价近两日已累涨逾13.8%，市值累计增加1553亿美元（约合人民币11064亿元），现市值1.28万亿美元。而甲骨文在周三飙涨了36%后，...</p>\n\n<a href=\"https://www.gelonghui.com/p/2828089\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{"BK4592":"伊斯兰概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","TSLL":"Direxion Daily TSLA Bull 2X 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INC"},"source_url":"https://www.gelonghui.com/p/2828089","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2567186401","content_text":"埃里森与马斯克短暂“擦肩”甲骨文惊天一夜后，特斯拉依旧是王者。近两个交易日，特斯拉和甲骨文的股价冰火两重天：一个大幅跃升，一个高位跌落。周五，特斯拉暴涨7.36%报395.94美元，抹平近七个半月以来所有跌幅，达到1月31日以来最高水平。值得注意的是，特斯拉股价近两日已累涨逾13.8%，市值累计增加1553亿美元（约合人民币11064亿元），现市值1.28万亿美元。而甲骨文在周三飙涨了36%后，连续2个交易日大跌，近两个交易日累计跌超10%，目前总市值8303亿美元。本周，甲骨文、特斯拉分别累涨25.51%、12.85%；年内甲骨文累涨约78%，特斯拉则累跌约2%。特斯拉向上，甲骨文向下一夜封神过后，市场对甲骨文重注OpenAI的担忧四起。这背后是，AI狂潮下的高估值隐忧。周三，甲骨文单日飙涨了36%，录得自1992年以来最佳单日表现。其市值也一夜狂飙2438亿美元（约1.73万亿元），近乎涨出了一个茅台。近期，甲骨文财报大胆预测其收入将在未来三年内翻一番，加上OpenAI巨额算力订单的催化，公司成为了投资者眼中炙手可热的“新英伟达”。全球AI产业链在“甲骨文之夜”后，也是掀起了一阵火热浪潮。不过冷静过后，市场担忧过度依赖OpenAI，甲骨文火速开启回调。Wedbush Securities分析师Gil Luria最新对甲骨文股票维持“中性”，并提醒投资者关注客户集中度风险。他直言：“我们对甲骨文积压订单的乐观态度，被其几乎完全来自OpenAI的消息严重削弱。”反观特斯拉，这两天在Robotaxi业务利好之下，股价扶摇直上。据悉，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务。另外马斯克正试图让特斯拉从电动车业务转向人形机器人。本月早些时候，马斯克宣称公司未来80%的长期价值将来自人形机器人项目Optimus。Horizon Investments分析师Dmitry Shlyapnikov指出，市场对特斯拉的定价就像把他当作一家增长型公司，但过去两年其营收几乎没有实质增长。“马斯克需要为投资者提供一个新的增长故事，而Optimus就是答案。”市场预计，特斯拉未来12个月市盈率高达155倍，是“七巨头”中最昂贵的股票，紧随其后的英伟达市盈率只有31倍。埃里森与马斯克短暂“擦肩”特斯拉与甲骨文一涨、一跌后，马斯克再次把埃里森远远甩在身后。目前，马斯克与埃里森的财富差距再次扩大超1000亿美元。福布斯实时富豪榜最新显示，马斯克的财富总额已上升至4632亿美元，稳坐全球世界首富宝座。而短暂问鼎的甲骨文创始人埃里森的财富则回落至3518亿美元，居第二位；Meta创始人扎克伯格则以2587亿美元身家排在第三名。值得一提的是，在被埃里森超越之前，马斯克此前已连续近一年蝉联全球首富。上周，特斯拉董事会还公布了史无前例的万亿美元薪酬包，只为留住马斯克未来十年继续专注于特斯拉发展。高薪之下，马斯克也面临着多重运营目标：8.5万亿美元市值、2000万辆汽车、100万台机器人、4000亿美元年利润……可以说，这份10年期的“对赌”也将马斯克与特斯拉“锁死”。据悉，这份薪酬方案将在11月6日的特斯拉股东大会上表决投票，外界普遍预计通过概率很大。特斯拉董事长德诺姆最新高度评价马斯克，称其是特斯拉在“变革性”时期的最佳CEO。他表示，除了马斯克之外，没有其他人可以领导公司。马斯克已“完成”政治服务，重返特斯拉。特斯拉长期多头、Wedbush分析师Dan 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