碍国人士的个人主页 - 老虎社区

碍国人士

碍国人士

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IP属地：山东

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1主题

0勋章

09-19 12:54

有些封闭国家买不到用不了吧

2024-10-14

$上证指数(000001.SH)$ 3000才是你永远的港湾

2024-11-14

$上证指数(000001.SH)$ 2024年的大A3600点是之后十年以上或者更长时间的高点。留帖为证。

01-01

数据会作假吗

蔚来2024年12月交付31138辆汽车，同比增长72.9%

01-31

老黄面圣去了啊

美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官

01-01

$纳斯达克(.IXIC)$ 哎呀呀我刚杀进来她就开跌.美股被我给毁了啊[捂脸] 都怪我啊

01-28

庄砸过了开始往回找补了这个人ai 是中文语言an的碾压而已不过如此无伤大雅个人认为

华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观

2024-11-08

$上证指数(000001.SH)$ 这个应该是20年的高点

2024-10-16

$特朗普媒体科技集团(DJT)$ 我一直对特朗普有信心，我对马斯克更有信息。强强联手不会变水蒸气就行

2024-10-14

$上证指数(000001.SH)$ 明天能再来-4%

01-27

我就不信呢你打死我吧

抱歉，原内容已删除

2024-11-05

$苹果(AAPL)$ 我给苹果支个招彻底放弃中国市场你的业绩盈利能力就会上来，google 三星亚马逊这些企业为什么还是那么强，因为他们离开中国。intle 为什么衰败了,因为他们特供CPU

2024-10-28

又给大户赚钱的工具了我这样理解对吗

重磅！央行，再出新工具

09-04

$SSE Comp(000001.SH)$

05-06

完了 **你要跌停了

预告：央行、证监会等部门7日上午9时将发声，介绍“一揽子金融政策支持稳市场稳预期”有关情况

03-14

欧资本入场乐趣开始唱多了

抱歉，原内容已删除

去老虎APP查看更多动态

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18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158164901","content_text":"国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419221226107448,"gmtCreate":1743390118650,"gmtModify":1743390120379,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"少数人的声音 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21:48","market":"us","language":"zh","title":"美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1164263308","media":"老虎资讯综合","summary":"美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官","content":"<html><head></head><body><p>美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄，一度转涨。</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>美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官\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\">2025-01-31 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄，一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄，一度转涨。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397462502412480,"gmtCreate":1738059424611,"gmtModify":1738059426446,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","listText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","text":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397462502412480","repostId":"1188738525","repostType":2,"repost":{"id":"1188738525","kind":"news","pubTimestamp":1738057383,"share":"https://www.laohu8.com/m/news/1188738525?lang=&edition=full","pubTime":"2025-01-28 17:43","market":"us","language":"zh","title":"华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=1188738525","media":"英为财情","summary":"或将推动对计算能力的更高需求。","content":"<html><head></head><body><p>昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。</p><p style=\"text-align: start;\">周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。</p><p style=\"text-align: start;\">昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/964f78bbfd803a39c98a3e1ef0e22e74\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。</p><p style=\"text-align: start;\">然而，<strong>看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”</strong></p><p style=\"text-align: start;\">此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。</p><p style=\"text-align: start;\">DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。</p><p style=\"text-align: start;\">该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。</p><p style=\"text-align: start;\">中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fe0434ee9e68cebba21f59fc570ee8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">另一方面，<strong>Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。</strong>不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。</p><p style=\"text-align: start;\">分析师表示，<strong>DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。</strong></p><p style=\"text-align: start;\">Bernstein<strong> </strong>还指出，<strong>Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划，均表明AI领域的投资正在加速。</strong></p><p style=\"text-align: start;\">在此背景下，分析师仍对美国AI相关股票持乐观态度，特别是英伟达和博通，并建议投资者勿轻信网上流传的悲观预测。</p></body></html>","source":"ywcq","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>华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 17:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2650465><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2650465\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9859cd9504ee1e4ffd60d05066306561","relate_stocks":{"AVGO":"博通","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"https://cn.investing.com/news/stock-market-news/article-2650465","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188738525","content_text":"昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。然而，看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。另一方面，Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。分析师表示，DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。Bernstein 还指出，Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划，均表明AI领域的投资正在加速。在此背景下，分析师仍对美国AI相关股票持乐观态度，特别是英伟达和博通，并建议投资者勿轻信网上流传的悲观预测。","news_type":1,"symbols_score_info":{"AVGO":1.1,"META":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396951913837184,"gmtCreate":1737934327210,"gmtModify":1737939295674,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"我就不信呢 你打死我吧","listText":"我就不信呢 你打死我吧","text":"我就不信呢 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不是减持特斯拉了吗。马斯克上火星之前也会抛售地球资产的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393139637506240","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389648953561312,"gmtCreate":1736136763305,"gmtModify":1736136764679,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 赶快抢反弹啊 韭菜花们","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 赶快抢反弹啊 韭菜花们","text":"$上证指数(000001.SH)$ 赶快抢反弹啊 韭菜花们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389648953561312","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388449864692224,"gmtCreate":1735879825114,"gmtModify":1735880887084,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"股票的涨跌 和业绩有关系吗 新闻有个屁用","listText":"股票的涨跌 和业绩有关系吗 新闻有个屁用","text":"股票的涨跌 和业绩有关系吗 新闻有个屁用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388449864692224","repostId":"1135966880","repostType":2,"repost":{"id":"1135966880","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1735877432,"share":"https://www.laohu8.com/m/news/1135966880?lang=&edition=full","pubTime":"2025-01-03 12:10","market":"us","language":"zh","title":"销量10年来首次下滑，特斯拉2025年还好过吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1135966880","media":"格隆汇投资学苑","summary":"面临挑战美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。近5个交易日特斯拉已累计下跌近18%。销量10年来首次下滑数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施，但销量仍在下滑。","content":"<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。</p><p>受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。</p><p>细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。</p><p>对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”</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>销量10年来首次下滑，特斯拉2025年还好过吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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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销量10年来首次下滑，特斯拉2025年还好过吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time\">2025-01-03 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。</p><p>受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。</p><p>细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。</p><p>对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135966880","content_text":"面临挑战美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。销量10年来首次下滑数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。特朗普赌注2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388477972074736,"gmtCreate":1735873120555,"gmtModify":1735873121786,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 这是要推出 金山A霸吗 或者金山AI 霸","listText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 这是要推出 金山A霸吗 或者金山AI 霸","text":"$金山云(03896)$ 这是要推出 金山A霸吗 或者金山AI 霸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388477972074736","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388356406153776,"gmtCreate":1735857219518,"gmtModify":1735857221694,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"股票 涨跌其实和企业业绩没关系 ，都是炒作而已， 一直亏损 股票大涨的 比比皆是。","listText":"股票 涨跌其实和企业业绩没关系 ，都是炒作而已， 一直亏损 股票大涨的 比比皆是。","text":"股票 涨跌其实和企业业绩没关系 ，都是炒作而已， 一直亏损 股票大涨的 比比皆是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388356406153776","repostId":"1159609857","repostType":2,"repost":{"id":"1159609857","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":1735826559,"share":"https://www.laohu8.com/m/news/1159609857?lang=&edition=full","pubTime":"2025-01-02 22:02","market":"us","language":"zh","title":"特斯拉2024Q4交付量低于预期，全年交付量10多年来首次下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=1159609857","media":"老虎资讯综合","summary":"四季度汽车产量为459445辆。","content":"<html><head></head><body><p>特斯拉2024年四季度总交付量为495570辆，市场预估为512277辆。</p><p>四季度汽车产量为459445辆，市场预估为505239辆。</p><p>四季度Model 3/Y生产量为436,718辆，市场预估生产481,306辆。</p><p>四季度Mode 3/Y交付量为471930辆，市场预估为484575辆。</p><p>四季度其他车型生产数量为22,727辆，市场预估为22,790辆。</p><p>2024年，特斯拉年度交付量出现了十多年来的首次下降。数据显示，特斯拉2024年汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉2024Q4交付量低于预期，全年交付量10多年来首次下滑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉2024Q4交付量低于预期，全年交付量10多年来首次下滑\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\">2025-01-02 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉2024年四季度总交付量为495570辆，市场预估为512277辆。</p><p>四季度汽车产量为459445辆，市场预估为505239辆。</p><p>四季度Model 3/Y生产量为436,718辆，市场预估生产481,306辆。</p><p>四季度Mode 3/Y交付量为471930辆，市场预估为484575辆。</p><p>四季度其他车型生产数量为22,727辆，市场预估为22,790辆。</p><p>2024年，特斯拉年度交付量出现了十多年来的首次下降。数据显示，特斯拉2024年汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159609857","content_text":"特斯拉2024年四季度总交付量为495570辆，市场预估为512277辆。四季度汽车产量为459445辆，市场预估为505239辆。四季度Model 3/Y生产量为436,718辆，市场预估生产481,306辆。四季度Mode 3/Y交付量为471930辆，市场预估为484575辆。四季度其他车型生产数量为22,727辆，市场预估为22,790辆。2024年，特斯拉年度交付量出现了十多年来的首次下降。数据显示，特斯拉2024年汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387799840211056,"gmtCreate":1735715986467,"gmtModify":1735715988375,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"数据会作假吗","listText":"数据会作假吗","text":"数据会作假吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387799840211056","repostId":"1163109237","repostType":2,"repost":{"id":"1163109237","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":1735715915,"share":"https://www.laohu8.com/m/news/1163109237?lang=&edition=full","pubTime":"2025-01-01 15:18","market":"us","language":"zh","title":"蔚来2024年12月交付31138辆汽车，同比增长72.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163109237","media":"老虎资讯综合","summary":"蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。","content":"<html><head></head><body><p>蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。</p><p>2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-01 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。</p><p>2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" 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3000才是你永远的港湾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359761519202328","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370755016180032,"gmtCreate":1731555426831,"gmtModify":1731555428384,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 2024年的大A3600点 是之后十年以上或者更长时间的高点。留帖为证。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 2024年的大A3600点 是之后十年以上或者更长时间的高点。留帖为证。","text":"$上证指数(000001.SH)$ 2024年的大A3600点 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15:18","market":"us","language":"zh","title":"蔚来2024年12月交付31138辆汽车，同比增长72.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163109237","media":"老虎资讯综合","summary":"蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。","content":"<html><head></head><body><p>蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。</p><p>2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-01 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2024年12月交付31138辆汽车，同比增长72.9%；其中，蔚来品牌交付新车20,610台；乐道品牌交付新车10,528台。</p><p>2024年全年，蔚来公司共交付新车221,970台，同比增长38.7%。其中，蔚来品牌交付新车201,209台，同比增长25.7%；乐道品牌交付新车20,761台。截至目前，蔚来品牌累计交付新车650,803台；乐道品牌累计交付新车20,761台；蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" 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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄，一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄，一度转涨。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387713144123760,"gmtCreate":1735694809095,"gmtModify":1735694811149,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"<a 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开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","listText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","text":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397462502412480","repostId":"1188738525","repostType":2,"repost":{"id":"1188738525","kind":"news","pubTimestamp":1738057383,"share":"https://www.laohu8.com/m/news/1188738525?lang=&edition=full","pubTime":"2025-01-28 17:43","market":"us","language":"zh","title":"华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=1188738525","media":"英为财情","summary":"或将推动对计算能力的更高需求。","content":"<html><head></head><body><p>昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。</p><p style=\"text-align: start;\">周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。</p><p style=\"text-align: start;\">昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/964f78bbfd803a39c98a3e1ef0e22e74\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。</p><p style=\"text-align: start;\">然而，<strong>看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”</strong></p><p style=\"text-align: start;\">此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。</p><p style=\"text-align: start;\">DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。</p><p style=\"text-align: start;\">该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。</p><p style=\"text-align: start;\">中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fe0434ee9e68cebba21f59fc570ee8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">另一方面，<strong>Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。</strong>不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。</p><p style=\"text-align: start;\">分析师表示，<strong>DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。</strong></p><p style=\"text-align: start;\">Bernstein<strong> </strong>还指出，<strong>Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划，均表明AI领域的投资正在加速。</strong></p><p style=\"text-align: start;\">在此背景下，分析师仍对美国AI相关股票持乐观态度，特别是英伟达和博通，并建议投资者勿轻信网上流传的悲观预测。</p></body></html>","source":"ywcq","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>华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观</title>\n<style 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href=\"https://cn.investing.com/news/stock-market-news/article-2650465\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9859cd9504ee1e4ffd60d05066306561","relate_stocks":{"AVGO":"博通","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"https://cn.investing.com/news/stock-market-news/article-2650465","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188738525","content_text":"昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。然而，看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。另一方面，Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。分析师表示，DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。Bernstein 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衰败了,因为他们特供CPU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367507814355152","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447888725522988","authorId":"3447888725522988","name":"嗷呜","avatar":"https://static.tigerbbs.com/f612edd23b86a398626f8475d889c786","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3447888725522988","idStr":"3447888725522988"},"content":"哈哈哈哈哈哈哈英伟达给你点赞","text":"哈哈哈哈哈哈哈英伟达给你点赞","html":"哈哈哈哈哈哈哈英伟达给你点赞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364806675402976,"gmtCreate":1730074148702,"gmtModify":1730074150864,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"又给大户赚钱的工具了 我这样理解对吗","listText":"又给大户赚钱的工具了 我这样理解对吗","text":"又给大户赚钱的工具了 我这样理解对吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364806675402976","repostId":"1190001802","repostType":4,"repost":{"id":"1190001802","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":1730073913,"share":"https://www.laohu8.com/m/news/1190001802?lang=&edition=full","pubTime":"2024-10-28 08:05","market":"us","language":"zh","title":"重磅！央行，再出新工具","url":"https://stock-news.laohu8.com/highlight/detail?id=1190001802","media":"老虎资讯综合","summary":"10月28日，为维护银行体系流动性合理充裕，进一步丰富央行货币政策工具箱，人民银行决定从即日起启用公开市场买断式逆回购操作工具。操作对象为公开市场业务一级交易商，原则上每月开展一次操作，期限不超过1年。公开市场买断式逆回购采用固定数量、利率招标、多重价位中标，回购标的包括国债、地方政府债券、金融债券、公司信用类债券等。操作结果将通过人民银行官网相关栏目对外披露。","content":"<html><head></head><body><p><strong>央行，再出新工具！</strong></p><p><span style=\"color: rgb(123, 12, 0)\">中国人民银行（下称“央行”）官网10月28日早间发布公告，宣布在公开市场操作中启用买断式逆回购工具，这也是今年以来继临时正逆回购、国债买卖后，央行再次推出新工具。</span></p><p style=\"text-align: justify\"><span style=\"color: rgb(0, 82, 255)\">买断式逆回购期限不超过1年，进一步丰富流动性管理工具。梳理央行现有流动性投放工具，根据期限由短至长，主要包括7天期公开市场逆回购操作，1年期的中期借贷便利（MLF），以及投放长期流动性的国债买入和降准，1个月到1年的中短期流动性投放工具较为欠缺。</span></p><p class=\"t-img-caption\"><img alt=\"quality,q_80\" src=\"https://static.tigerbbs.com/693f9e96f8f95f2d4fc657ea99867158\" data-align=\"center\" tg-width=\"1409\" tg-height=\"579\"/><span></span></p><p style=\"text-align: justify\">接近央行人士指出，此次央行在现有工具基础上推出买断式逆回购，预计将覆盖3个月、6个月等期限，增强1年以内的流动性跨期调节能力，进一步提升流动性管理的精细化水平。</p><p style=\"text-align: justify\"><span style=\"color: rgb(0, 82, 255)\">央行选择此时推出新工具，预计可更好对冲年底前中期借贷便利（MLF）的集中到期。Wind数据显示，11月、12月各有1.45万亿元MLF到期量，达到目前MLF余额的40%。再叠加政府债券发行、年末现金投放等，届时银行体系流动性可能面临较大补缺压力。此前，潘行长在金融街论坛上表示，预计年底前视市场流动性情况择机进一步降准0.25至0.5个百分点。央行在此节点上推出买断式逆回购操作，有利于更好对冲四季度MLF集中到期，更有能力维护年末流动性合理充裕，为经济稳定增长提供良好的货币金融环境。</span></p><p style=\"text-align: justify\">接近央行人士指出，买断式逆回购采用利率招标、多重价位中标，工具定位为流动性投放工具。此次推出的买断式逆回购采用固定数量、利率招标、多重价位中标，机构根据自身情况可以选择不同利率投标，按照从高到低的顺序依次中标，机构的中标利率就是自己的投标利率。这既能减少机构在利率招标时的“搭便车”行为，更真实反映机构对资金的需求程度；也由于没有增加新的货币政策工具中标利率，而突显该工具仅作为流动性投放工具的定位。</p><p style=\"text-align: justify\">有分析指出，央行操作工具更多元，有望带动全市场买断式回购业务发展。我国货币市场的主流模式是质押式回购，交易中债券押品被冻结在资金融入方账户，无法继续在二级市场流通，出现违约等极端情形不利于保障资金融出方权益。更多海外投资者进入我国债券市场后，他们更习惯国际上普遍采用的买断式回购。央行推出买断式逆回购，既是自身操作工具的丰富，也可对市场发展买断式回购业务形成示范作用，缓解质押品冻结对金融机构整体流动性监管指标压力，持续提升银行间市场的流动性、安全性和国际化水平。</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>重磅！央行，再出新工具</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-28 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>央行，再出新工具！</strong></p><p><span style=\"color: rgb(123, 12, 0)\">中国人民银行（下称“央行”）官网10月28日早间发布公告，宣布在公开市场操作中启用买断式逆回购工具，这也是今年以来继临时正逆回购、国债买卖后，央行再次推出新工具。</span></p><p style=\"text-align: justify\"><span style=\"color: rgb(0, 82, 255)\">买断式逆回购期限不超过1年，进一步丰富流动性管理工具。梳理央行现有流动性投放工具，根据期限由短至长，主要包括7天期公开市场逆回购操作，1年期的中期借贷便利（MLF），以及投放长期流动性的国债买入和降准，1个月到1年的中短期流动性投放工具较为欠缺。</span></p><p class=\"t-img-caption\"><img alt=\"quality,q_80\" src=\"https://static.tigerbbs.com/693f9e96f8f95f2d4fc657ea99867158\" data-align=\"center\" tg-width=\"1409\" tg-height=\"579\"/><span></span></p><p style=\"text-align: justify\">接近央行人士指出，此次央行在现有工具基础上推出买断式逆回购，预计将覆盖3个月、6个月等期限，增强1年以内的流动性跨期调节能力，进一步提升流动性管理的精细化水平。</p><p style=\"text-align: justify\"><span style=\"color: rgb(0, 82, 255)\">央行选择此时推出新工具，预计可更好对冲年底前中期借贷便利（MLF）的集中到期。Wind数据显示，11月、12月各有1.45万亿元MLF到期量，达到目前MLF余额的40%。再叠加政府债券发行、年末现金投放等，届时银行体系流动性可能面临较大补缺压力。此前，潘行长在金融街论坛上表示，预计年底前视市场流动性情况择机进一步降准0.25至0.5个百分点。央行在此节点上推出买断式逆回购操作，有利于更好对冲四季度MLF集中到期，更有能力维护年末流动性合理充裕，为经济稳定增长提供良好的货币金融环境。</span></p><p style=\"text-align: justify\">接近央行人士指出，买断式逆回购采用利率招标、多重价位中标，工具定位为流动性投放工具。此次推出的买断式逆回购采用固定数量、利率招标、多重价位中标，机构根据自身情况可以选择不同利率投标，按照从高到低的顺序依次中标，机构的中标利率就是自己的投标利率。这既能减少机构在利率招标时的“搭便车”行为，更真实反映机构对资金的需求程度；也由于没有增加新的货币政策工具中标利率，而突显该工具仅作为流动性投放工具的定位。</p><p style=\"text-align: justify\">有分析指出，央行操作工具更多元，有望带动全市场买断式回购业务发展。我国货币市场的主流模式是质押式回购，交易中债券押品被冻结在资金融入方账户，无法继续在二级市场流通，出现违约等极端情形不利于保障资金融出方权益。更多海外投资者进入我国债券市场后，他们更习惯国际上普遍采用的买断式回购。央行推出买断式逆回购，既是自身操作工具的丰富，也可对市场发展买断式回购业务形成示范作用，缓解质押品冻结对金融机构整体流动性监管指标压力，持续提升银行间市场的流动性、安全性和国际化水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c34c809115b2b1d82a068ba5bc69d6e0","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190001802","content_text":"央行，再出新工具！中国人民银行（下称“央行”）官网10月28日早间发布公告，宣布在公开市场操作中启用买断式逆回购工具，这也是今年以来继临时正逆回购、国债买卖后，央行再次推出新工具。买断式逆回购期限不超过1年，进一步丰富流动性管理工具。梳理央行现有流动性投放工具，根据期限由短至长，主要包括7天期公开市场逆回购操作，1年期的中期借贷便利（MLF），以及投放长期流动性的国债买入和降准，1个月到1年的中短期流动性投放工具较为欠缺。接近央行人士指出，此次央行在现有工具基础上推出买断式逆回购，预计将覆盖3个月、6个月等期限，增强1年以内的流动性跨期调节能力，进一步提升流动性管理的精细化水平。央行选择此时推出新工具，预计可更好对冲年底前中期借贷便利（MLF）的集中到期。Wind数据显示，11月、12月各有1.45万亿元MLF到期量，达到目前MLF余额的40%。再叠加政府债券发行、年末现金投放等，届时银行体系流动性可能面临较大补缺压力。此前，潘行长在金融街论坛上表示，预计年底前视市场流动性情况择机进一步降准0.25至0.5个百分点。央行在此节点上推出买断式逆回购操作，有利于更好对冲四季度MLF集中到期，更有能力维护年末流动性合理充裕，为经济稳定增长提供良好的货币金融环境。接近央行人士指出，买断式逆回购采用利率招标、多重价位中标，工具定位为流动性投放工具。此次推出的买断式逆回购采用固定数量、利率招标、多重价位中标，机构根据自身情况可以选择不同利率投标，按照从高到低的顺序依次中标，机构的中标利率就是自己的投标利率。这既能减少机构在利率招标时的“搭便车”行为，更真实反映机构对资金的需求程度；也由于没有增加新的货币政策工具中标利率，而突显该工具仅作为流动性投放工具的定位。有分析指出，央行操作工具更多元，有望带动全市场买断式回购业务发展。我国货币市场的主流模式是质押式回购，交易中债券押品被冻结在资金融入方账户，无法继续在二级市场流通，出现违约等极端情形不利于保障资金融出方权益。更多海外投资者进入我国债券市场后，他们更习惯国际上普遍采用的买断式回购。央行推出买断式逆回购，既是自身操作工具的丰富，也可对市场发展买断式回购业务形成示范作用，缓解质押品冻结对金融机构整体流动性监管指标压力，持续提升银行间市场的流动性、安全性和国际化水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474929996223088,"gmtCreate":1756967230146,"gmtModify":1756967230892,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"<a 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**你要跌停了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432188226199584","repostId":"1158164901","repostType":2,"repost":{"id":"1158164901","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":1746526848,"share":"https://www.laohu8.com/m/news/1158164901?lang=&edition=full","pubTime":"2025-05-06 18:20","market":"sh","language":"zh","title":"预告：央行、证监会等部门7日上午9时将发声，介绍“一揽子金融政策支持稳市场稳预期”有关情况","url":"https://stock-news.laohu8.com/highlight/detail?id=1158164901","media":"老虎资讯综合","summary":"国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。","content":"<html><head></head><body><p>国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。</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>预告：央行、证监会等部门7日上午9时将发声，介绍“一揽子金融政策支持稳市场稳预期”有关情况</title>\n<style 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18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158164901","content_text":"国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413081131004384,"gmtCreate":1741881632298,"gmtModify":1741881634277,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189244168498682","idStr":"4189244168498682"},"themes":[],"htmlText":"欧 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