老虎同学好的个人主页 - 老虎社区

老虎同学好

暂无个人介绍

IP属地：辽宁

4关注

3粉丝

0主题

0勋章

老虎同学好

05-13

$小米集团-W(01810)$ 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾

老虎同学好

05-02

$特斯拉(TSLA)$ 哈哈哈哈

老虎同学好

04-08

$小米集团-W(01810)$ 这个垃圾，产品那么垃圾股票能好到哪里

老虎同学好

04-02

$小米集团-W(01810)$ 垃圾公司出品垃圾产品

老虎同学好

04-01

$小米集团-W(01810)$ 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维

老虎同学好

03-27

$特斯拉(TSLA)$ 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦

老虎同学好

03-27

$特斯拉(TSLA)$ 打爆空头

老虎同学好

03-27

$特斯拉(TSLA)$ 最起码比比特币更有意义，相信我

老虎同学好

03-16

无所谓，坚持看好！具象化ai,无限想象

老虎同学好

02-28

现在是机会，我不告诉别人

特斯拉股价连跌五日创两年新低市场担忧加剧

老虎同学好

02-14

哈哈

老虎同学好

02-08

特斯拉继续

大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”

老虎同学好

02-07

做空呗，空头挺猛

乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%

老虎同学好

02-05

$特斯拉(TSLA)$ 改名特拉胯

老虎同学好

01-31

$特斯拉(TSLA)$ 信仰

老虎同学好

01-07

$特斯拉(TSLA)$ 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？

老虎同学好

2024-12-17

$艾美疫苗(06660)$ 这就是个骗子公司

老虎同学好

2024-11-07

值得拥有

异动解读 | 港股科技股集体反弹阿里健康股价大涨5.21%

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4192070439977982","uuid":"4192070439977982","gmtCreate":1728981634297,"gmtModify":1728981682231,"name":"老虎同学好","pinyin":"lhtxhlaohutongxuehao","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":4,"tweetSize":20,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.24","exceedPercentage":"60.04%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.23","exceedPercentage":"60.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"辽宁","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":434525017526904,"gmtCreate":1747118707718,"gmtModify":1747122226324,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","text":"$小米集团-W(01810)$ 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434525017526904","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479849818460092","authorId":"3479849818460092","name":"铁板五花肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479849818460092","authorIdStr":"3479849818460092"},"content":"得有多zz，知道垃圾还买三次","text":"得有多zz，知道垃圾还买三次","html":"得有多zz，知道垃圾还买三次"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430791795712656,"gmtCreate":1746195346917,"gmtModify":1746195348233,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 哈哈哈哈","text":"$特斯拉(TSLA)$ 哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430791795712656","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422062225076912,"gmtCreate":1744078722276,"gmtModify":1744079208409,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个垃圾，产品那么垃圾股票能好到哪里","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个垃圾，产品那么垃圾股票能好到哪里","text":"$小米集团-W(01810)$ 这个垃圾，产品那么垃圾股票能好到哪里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422062225076912","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420042182586464,"gmtCreate":1743580934682,"gmtModify":1743581247789,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 垃圾公司出品垃圾产品","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 垃圾公司出品垃圾产品","text":"$小米集团-W(01810)$ 垃圾公司出品垃圾产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420042182586464","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419651281293512,"gmtCreate":1743485500129,"gmtModify":1743487737651,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","text":"$小米集团-W(01810)$ 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419651281293512","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417979622350952,"gmtCreate":1743087070912,"gmtModify":1743087072365,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","text":"$特斯拉(TSLA)$ 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417979622350952","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417977887424712,"gmtCreate":1743086818528,"gmtModify":1743086819802,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 打爆空头","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 打爆空头","text":"$特斯拉(TSLA)$ 打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417977887424712","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417963288826064,"gmtCreate":1743083084618,"gmtModify":1743084774619,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 最起码比比特币更有意义，相信我","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 最起码比比特币更有意义，相信我","text":"$特斯拉(TSLA)$ 最起码比比特币更有意义，相信我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417963288826064","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413973762920704,"gmtCreate":1742097554884,"gmtModify":1742097557091,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"无所谓，坚持看好！具象化ai,无限想象","listText":"无所谓，坚持看好！具象化ai,无限想象","text":"无所谓，坚持看好！具象化ai,无限想象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413973762920704","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408301868748936,"gmtCreate":1740704386932,"gmtModify":1740704388954,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"现在是机会，我不告诉别人","listText":"现在是机会，我不告诉别人","text":"现在是机会，我不告诉别人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408301868748936","repostId":"2514892862","repostType":2,"repost":{"id":"2514892862","kind":"news","pubTimestamp":1740609132,"share":"https://www.laohu8.com/m/news/2514892862?lang=&edition=full","pubTime":"2025-02-27 06:32","market":"us","language":"zh","title":"特斯拉股价连跌五日创两年新低市场担忧加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2514892862","media":"美股情报站","summary":"2月26日，特斯拉股价再次下跌3.96%，至此已连续五天一路走低，累计下跌19.35%，盘中触及2024年11月以来的新低。首先，特斯拉在欧洲市场的销售表现令人失望。即便特斯拉官方解释这是灰度测试阶段，仍无法完全安抚市场的失望情绪。总的来说，特斯拉当前面临的困境不仅仅是短期的股价波动，更有品牌形象和市场竞争的问题。在投资策略上，建议对特斯拉的投资保持审慎态度，并密切关注其在技术革新和市场拓展方面的动态。","content":"<html><body><article><p>2月26日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价再次下跌3.96%，至此已连续五天一路走低，累计下跌19.35%，盘中触及2024年11月以来的新低。这一系列下跌背后，市场正在紧张不安地观望。</p><p>特斯拉最近遇到了诸多挑战。首先，特斯拉在欧洲市场的销售表现令人失望。1月，特斯拉在欧洲的销量同比下降了45%，与此同时，欧洲整体电动汽车市场却在增长。传统车企和新兴势力都在不断进入电动汽车市场，给特斯拉带来了不小的压力。尤其是中国汽车制造商的崛起，对特斯拉而言更是一个警示。</p><p>而特斯拉在中国市场推出的自动驾驶功能也未能如预期般令人振奋。尽管早已备受期待，但特斯拉最新推出的FSD（Full-Self Driving，全自动驾驶）功能在实际应用中未能达到消费者的期望，尤其是在复杂的城市道路环境中表现不佳。即便特斯拉官方解释这是灰度测试阶段，仍无法完全安抚市场的失望情绪。</p><p>此外，特斯拉CEO埃隆·马斯克涉足政治领域也引发了一定的争议。有分析人士指出，马斯克的某些政治言论和行为可能影响了特斯拉在国际市场上的品牌形象，与此同时，这也成为该公司在部分地区销售下滑的潜在原因之一。尽管特斯拉在技术上仍具领先地位，但品牌形象问题正在影响投资者的信心。</p><p>市场上对于特斯拉未来的走向存在种种猜测。特斯拉的市盈率依然高达112倍，与其它传统车企相比，显得异常昂贵。如何进一步提升市场销量、修复品牌形象，以及强化技术创新，都是特斯拉需要面对的挑战。投资者在考虑投资特斯拉时，务必理性评估其未来潜力与风险。</p><p>尽管面临诸多挑战，特斯拉仍在通过战略性收购和新技术研发寻求突破。在德国，特斯拉计划收购部分汽车零部件供应商的<span>资产</span>，这显示出特斯拉仍在为国际市场扩张进行积极准备。然而，面对欧洲市场的激烈竞争，特斯拉必须在产品创新和市场策略上做出更多努力。</p><p>总的来说，特斯拉当前面临的困境不仅仅是短期的股价波动，更有品牌形象和市场竞争的问题。在投资策略上，建议对特斯拉的投资保持审慎态度，并密切关注其在技术革新和市场拓展方面的动态。未来的市场走向将取决于特斯拉如何应对这些内部和外部挑战。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价连跌五日创两年新低市场担忧加剧</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特斯拉股价连跌五日创两年新低市场担忧加剧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227064458a25561dc&s=b><strong>美股情报站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月26日，特斯拉股价再次下跌3.96%，至此已连续五天一路走低，累计下跌19.35%，盘中触及2024年11月以来的新低。这一系列下跌背后，市场正在紧张不安地观望。特斯拉最近遇到了诸多挑战。首先，特斯拉在欧洲市场的销售表现令人失望。1月，特斯拉在欧洲的销量同比下降了45%，与此同时，欧洲整体电动汽车市场却在增长。传统车企和新兴势力都在不断进入电动汽车市场，给特斯拉带来了不小的压力。尤其是中国汽车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227064458a25561dc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","SG9999015978.USD":"利安颠覆性创新基金A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4588":"碎股","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4099":"汽车制造商","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4548":"巴美列捷福持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227064458a25561dc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514892862","content_text":"2月26日，特斯拉股价再次下跌3.96%，至此已连续五天一路走低，累计下跌19.35%，盘中触及2024年11月以来的新低。这一系列下跌背后，市场正在紧张不安地观望。特斯拉最近遇到了诸多挑战。首先，特斯拉在欧洲市场的销售表现令人失望。1月，特斯拉在欧洲的销量同比下降了45%，与此同时，欧洲整体电动汽车市场却在增长。传统车企和新兴势力都在不断进入电动汽车市场，给特斯拉带来了不小的压力。尤其是中国汽车制造商的崛起，对特斯拉而言更是一个警示。而特斯拉在中国市场推出的自动驾驶功能也未能如预期般令人振奋。尽管早已备受期待，但特斯拉最新推出的FSD（Full-Self Driving，全自动驾驶）功能在实际应用中未能达到消费者的期望，尤其是在复杂的城市道路环境中表现不佳。即便特斯拉官方解释这是灰度测试阶段，仍无法完全安抚市场的失望情绪。此外，特斯拉CEO埃隆·马斯克涉足政治领域也引发了一定的争议。有分析人士指出，马斯克的某些政治言论和行为可能影响了特斯拉在国际市场上的品牌形象，与此同时，这也成为该公司在部分地区销售下滑的潜在原因之一。尽管特斯拉在技术上仍具领先地位，但品牌形象问题正在影响投资者的信心。市场上对于特斯拉未来的走向存在种种猜测。特斯拉的市盈率依然高达112倍，与其它传统车企相比，显得异常昂贵。如何进一步提升市场销量、修复品牌形象，以及强化技术创新，都是特斯拉需要面对的挑战。投资者在考虑投资特斯拉时，务必理性评估其未来潜力与风险。尽管面临诸多挑战，特斯拉仍在通过战略性收购和新技术研发寻求突破。在德国，特斯拉计划收购部分汽车零部件供应商的资产，这显示出特斯拉仍在为国际市场扩张进行积极准备。然而，面对欧洲市场的激烈竞争，特斯拉必须在产品创新和市场策略上做出更多努力。总的来说，特斯拉当前面临的困境不仅仅是短期的股价波动，更有品牌形象和市场竞争的问题。在投资策略上，建议对特斯拉的投资保持审慎态度，并密切关注其在技术革新和市场拓展方面的动态。未来的市场走向将取决于特斯拉如何应对这些内部和外部挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403414183665984,"gmtCreate":1739508470044,"gmtModify":1739509441629,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[{"img":"https://static.tigerbbs.com/b0c14131787e6be15875307b6a970b6b","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/403414183665984","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":401152396218736,"gmtCreate":1738944975863,"gmtModify":1738944977634,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"特斯拉继续","listText":"特斯拉继续","text":"特斯拉继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401152396218736","repostId":"1152451950","repostType":2,"repost":{"id":"1152451950","kind":"news","pubTimestamp":1738927162,"share":"https://www.laohu8.com/m/news/1152451950?lang=&edition=full","pubTime":"2025-02-07 19:19","market":"us","language":"zh","title":"大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152451950","media":"硬AI","summary":"全球人形机器人产业或迎来“ChatGPT时刻”。","content":"<html><head></head><body><p>　　作者：李笑寅</p><p style=\"text-align: start;\">　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。</p><p style=\"text-align: start;\">　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。</p><p style=\"text-align: start;\">　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技投资的最大主题之一，估计人形机器人潜在的市场总规模（TAM）可达60万亿美元，与全球经济规模相当。</p><p style=\"text-align: start;\">　　在这篇名为《Humanoid 100》的报告中，大摩首次系统梳理了全球人形机器人产业链的100家核心上市公司，<strong>并指出中国在该产业供应链中占据主导地位，特斯拉、英伟达等科技巨头则成为各环节的关键力量。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b72cf716a2afc7a06aa8c68ff30dd1\" alt=\"\" title=\"\" tg-width=\"892\" tg-height=\"558\"/></p><p style=\"text-align: start;\"><strong>　　产业链拆解：大脑、身体、整合者</strong></p><p style=\"text-align: start;\">　　大摩将人形机器人产业链分为三大核心环节，分别为“大脑”、“身体”和“整合者”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2335fa5afc607db02c1f48cf5f8e9cb6\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"675\"/></p><ul style=\"\"><li><p><strong>“大脑”（22家公司）：涵盖AI芯片、软件与半导体，是机器人的智能核心。</strong></p></li></ul><p style=\"text-align: start;\">　　报告表示，人形机器人的“大脑”主要由半导体和软件组成，其中最关键的是用于自主性的基础生成式AI模型，以及用于训练的仿真模型和数字孪生技术。</p><p style=\"text-align: start;\">　　报告列出了22家“大脑”类公司，包括英伟达、微软、谷歌、Meta等科技巨头，以及Arm、新思科技、凯登思等芯片设计公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700927ea875093c8d13ce4c9b2bf8aa0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"495\"/></p><p style=\"text-align: start;\">　　其中，<strong>关键玩家包括英伟达、微软、谷歌等，</strong>它们将主导生成式AI模型与算力芯片，<strong>百度、地平线</strong>等中国公司将在视觉芯片领域加速追赶。</p><p style=\"text-align: start;\">　　大摩指出，人工智能算法可以通过提高可扩展性、精确性和稳定性来增强人形机器人的操作系统。从长期来看，<strong>拥有领先操作系统的企业可能会主导人形机器人技术进步的方向和大规模生产的步伐。</strong></p><ul style=\"\"><li><p><strong>“身体”（64家公司）：包括传感器、电池、电机、减速器等硬件组件。</strong></p></li></ul><p style=\"text-align: start;\">　　报告表示，人形机器人的“身体”主要由传感器、执行器、电线和连接器网络以及锂离子电池组成，外部通常由铝合金和塑料混合制成，以最大限度地减轻重量。</p><p style=\"text-align: start;\">　　其中，人形机器人的关键零部件及主要涉及公司包括：</p><blockquote><p><strong>执行器：</strong>由螺钉、减速器、电机、传感器、轴承和编码器组成。特斯拉的Optimus Gen2使用28个执行器驱动50个自由度，涉及谐波减速器（日本Harmonic Drive）、行星滚柱丝杠（中国恒立液压(66.130, -1.01, -1.50%)）等公司。</p><p><strong>传感器：</strong>包括视觉传感器、力传感器、惯性传感器、温度传感器等。六轴力传感器是最复杂的力传感器。预计索尼、禾赛科技将主导视觉与激光雷达生产。</p><p><strong>电池：</strong>通常使用圆柱形锂离子电池，安装在机器人躯干中央。预计宁德时代(261.280, 8.18, 3.23%)、LG新能源将主导电池供应。</p><p><strong>模拟半导体：</strong>与传感器配合使用，帮助调节温度、速度、位置、电力分配等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491c7291796626afeebfcdb0905fea26\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"934\"/></p></blockquote><ul style=\"\"><li><p><strong>“整合者”（22家公司）：开发完整人形机器人的企业，以车企和科技巨头为主。</strong></p></li></ul><p style=\"text-align: start;\">　　大摩表示，“整合者”公司主要包括汽车制造商、消费电子公司、电商和互联网公司以及传统机器人制造商这四类：</p><blockquote><p><strong>汽车公司：</strong>包括特斯拉、现代/波士顿动力、丰田等，利用电动车供应链优势切入。</p><p><strong>消费电子公司：</strong>包括苹果、小米、索尼等，加速布局家用场景。</p><p><strong>电商和互联网公司：</strong>包括阿里巴巴、亚马逊、腾讯等。</p><p><strong>传统机器人公司：</strong>包括ABB、美的（库卡）等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b589921ea533f951ea6b5fa45753b16\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"505\"/></p></blockquote><p style=\"text-align: start;\"><strong>　　中国供应链：成本优势与政府支持成关键</strong></p><p style=\"text-align: start;\">　　报告显示，目前73%已确认参与人形机器人开发的公司和77%的整合者都位于亚洲（其中56%和45%分别来自中国）。其中，<strong>中国在人形机器人供应链中占据63%的份额，尤其在“身体”环节优势显著：</strong></p><blockquote><p><strong>执行器组件</strong>：恒立液压（601100.CN）、双环传动(37.670, -0.29, -0.76%)（002472.CN）等企业已进入特斯拉供应链；</p><p><strong>稀土磁材</strong>：中国掌控全球90%的稀土加工，宁波韵升(8.620, 0.10, 1.17%)（600366.CN）、北方稀土(23.110, -0.31, -1.32%)（600111.CN）为电机提供核心材料。</p></blockquote><p style=\"text-align: start;\">　　大摩预计，<strong>未来初创公司将受益于成熟的供应链、本地应用机会和强有力的政府支持，</strong>预计到2050年，中国的人形机器人市场规模将达到6万亿元，人形机器人总量达到5900万台。</p><p style=\"text-align: start;\">　　相比之下，欧美企业更多集中在“大脑”环节。报告表示，英伟达凭借AI芯片和仿真平台Omniverse构建生态，而特斯拉则通过FSD（完全自动驾驶）算法迁移至机器人，形成软硬一体优势。</p></body></html>","source":"lsy1690508328926","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>大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”</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大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 19:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李笑寅　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4346e48ef893288058a5f66815826cbd","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152451950","content_text":"作者：李笑寅　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技投资的最大主题之一，估计人形机器人潜在的市场总规模（TAM）可达60万亿美元，与全球经济规模相当。　　在这篇名为《Humanoid 100》的报告中，大摩首次系统梳理了全球人形机器人产业链的100家核心上市公司，并指出中国在该产业供应链中占据主导地位，特斯拉、英伟达等科技巨头则成为各环节的关键力量。　　产业链拆解：大脑、身体、整合者　　大摩将人形机器人产业链分为三大核心环节，分别为“大脑”、“身体”和“整合者”。“大脑”（22家公司）：涵盖AI芯片、软件与半导体，是机器人的智能核心。　　报告表示，人形机器人的“大脑”主要由半导体和软件组成，其中最关键的是用于自主性的基础生成式AI模型，以及用于训练的仿真模型和数字孪生技术。　　报告列出了22家“大脑”类公司，包括英伟达、微软、谷歌、Meta等科技巨头，以及Arm、新思科技、凯登思等芯片设计公司。　　其中，关键玩家包括英伟达、微软、谷歌等，它们将主导生成式AI模型与算力芯片，百度、地平线等中国公司将在视觉芯片领域加速追赶。　　大摩指出，人工智能算法可以通过提高可扩展性、精确性和稳定性来增强人形机器人的操作系统。从长期来看，拥有领先操作系统的企业可能会主导人形机器人技术进步的方向和大规模生产的步伐。“身体”（64家公司）：包括传感器、电池、电机、减速器等硬件组件。　　报告表示，人形机器人的“身体”主要由传感器、执行器、电线和连接器网络以及锂离子电池组成，外部通常由铝合金和塑料混合制成，以最大限度地减轻重量。　　其中，人形机器人的关键零部件及主要涉及公司包括：执行器：由螺钉、减速器、电机、传感器、轴承和编码器组成。特斯拉的Optimus Gen2使用28个执行器驱动50个自由度，涉及谐波减速器（日本Harmonic Drive）、行星滚柱丝杠（中国恒立液压(66.130, -1.01, -1.50%)）等公司。传感器：包括视觉传感器、力传感器、惯性传感器、温度传感器等。六轴力传感器是最复杂的力传感器。预计索尼、禾赛科技将主导视觉与激光雷达生产。电池：通常使用圆柱形锂离子电池，安装在机器人躯干中央。预计宁德时代(261.280, 8.18, 3.23%)、LG新能源将主导电池供应。模拟半导体：与传感器配合使用，帮助调节温度、速度、位置、电力分配等。“整合者”（22家公司）：开发完整人形机器人的企业，以车企和科技巨头为主。　　大摩表示，“整合者”公司主要包括汽车制造商、消费电子公司、电商和互联网公司以及传统机器人制造商这四类：汽车公司：包括特斯拉、现代/波士顿动力、丰田等，利用电动车供应链优势切入。消费电子公司：包括苹果、小米、索尼等，加速布局家用场景。电商和互联网公司：包括阿里巴巴、亚马逊、腾讯等。传统机器人公司：包括ABB、美的（库卡）等。　　中国供应链：成本优势与政府支持成关键　　报告显示，目前73%已确认参与人形机器人开发的公司和77%的整合者都位于亚洲（其中56%和45%分别来自中国）。其中，中国在人形机器人供应链中占据63%的份额，尤其在“身体”环节优势显著：执行器组件：恒立液压（601100.CN）、双环传动(37.670, -0.29, -0.76%)（002472.CN）等企业已进入特斯拉供应链；稀土磁材：中国掌控全球90%的稀土加工，宁波韵升(8.620, 0.10, 1.17%)（600366.CN）、北方稀土(23.110, -0.31, -1.32%)（600111.CN）为电机提供核心材料。　　大摩预计，未来初创公司将受益于成熟的供应链、本地应用机会和强有力的政府支持，预计到2050年，中国的人形机器人市场规模将达到6万亿元，人形机器人总量达到5900万台。　　相比之下，欧美企业更多集中在“大脑”环节。报告表示，英伟达凭借AI芯片和仿真平台Omniverse构建生态，而特斯拉则通过FSD（完全自动驾驶）算法迁移至机器人，形成软硬一体优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401070529274120,"gmtCreate":1738925047393,"gmtModify":1738925049324,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"做空呗，空头挺猛","listText":"做空呗，空头挺猛","text":"做空呗，空头挺猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401070529274120","repostId":"1173161933","repostType":2,"repost":{"id":"1173161933","kind":"news","pubTimestamp":1738920776,"share":"https://www.laohu8.com/m/news/1173161933?lang=&edition=full","pubTime":"2025-02-07 17:32","market":"us","language":"zh","title":"乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173161933","media":"智通财经网","summary":"面临着来自挑战者的越来越大的压力。","content":"<html><head></head><body><p>周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。</p><p style=\"text-align: justify;\">去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与Model Y竞争。比亚迪旗下的王朝和海洋网系列电动汽车和插电式混合动力汽车上个月共售出296,446辆，同比增长47.5%。按厂商来看，比亚迪遥遥领先，吉利汽车、长安汽车分别凭借约12.11万辆、6.59万辆紧随其后，特斯拉中国 1 月销量位列第四。</p><p style=\"text-align: justify;\">据报道，特斯拉在中国农历新年期间暂停上海部分新Model Y生产线的生产，以进行升级，为期三周左右。在激烈的市场竞争中，特斯拉在中国电动汽车市场的份额有所下降，而在中国等市场推出的折扣和融资激励措施，在第四季度损害了特斯拉的利润率。</p><p style=\"text-align: justify;\">除了为老款Model Y提供1万元(1372美元)的未偿还贷款折扣，以及为部分Model 3和老款Model Y提供长达5年的零利率融资外，特斯拉周三还宣布，为在中国销售的所有Model 3汽车提供8000元的保险补贴。特斯拉计划今年在中国推出名为“全自动驾驶”的高级驾驶辅助软件。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%</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乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1247260.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1247260.html\">Web Link</a>\n\n</div>\n\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":"https://www.zhitongcaijing.com/content/detail/1247260.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1173161933","content_text":"周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与Model Y竞争。比亚迪旗下的王朝和海洋网系列电动汽车和插电式混合动力汽车上个月共售出296,446辆，同比增长47.5%。按厂商来看，比亚迪遥遥领先，吉利汽车、长安汽车分别凭借约12.11万辆、6.59万辆紧随其后，特斯拉中国 1 月销量位列第四。据报道，特斯拉在中国农历新年期间暂停上海部分新Model Y生产线的生产，以进行升级，为期三周左右。在激烈的市场竞争中，特斯拉在中国电动汽车市场的份额有所下降，而在中国等市场推出的折扣和融资激励措施，在第四季度损害了特斯拉的利润率。除了为老款Model Y提供1万元(1372美元)的未偿还贷款折扣，以及为部分Model 3和老款Model Y提供长达5年的零利率融资外，特斯拉周三还宣布，为在中国销售的所有Model 3汽车提供8000元的保险补贴。特斯拉计划今年在中国推出名为“全自动驾驶”的高级驾驶辅助软件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399956855013872,"gmtCreate":1738686511829,"gmtModify":1738686513099,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 改名特拉胯","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 改名特拉胯","text":"$特斯拉(TSLA)$ 改名特拉胯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399956855013872","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398255856808024,"gmtCreate":1738252892133,"gmtModify":1738276273189,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 信仰","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 信仰","text":"$特斯拉(TSLA)$ 信仰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398255856808024","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389994886341128,"gmtCreate":1736259322655,"gmtModify":1736259551110,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","text":"$特斯拉(TSLA)$ 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389994886341128","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"嗯，黄仁勋没有减持英伟达","text":"嗯，黄仁勋没有减持英伟达","html":"嗯，黄仁勋没有减持英伟达"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382626999636336,"gmtCreate":1734450149697,"gmtModify":1734450797050,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06660\">$艾美疫苗(06660)$ </a> 这就是个骗子公司","listText":"<a href=\"https://laohu8.com/S/06660\">$艾美疫苗(06660)$ </a> 这就是个骗子公司","text":"$艾美疫苗(06660)$ 这就是个骗子公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382626999636336","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368415759843624,"gmtCreate":1730967203130,"gmtModify":1730967336768,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"值得拥有","listText":"值得拥有","text":"值得拥有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368415759843624","repostId":"1107221782","repostType":2,"repost":{"id":"1107221782","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":1730964188,"share":"https://www.laohu8.com/m/news/1107221782?lang=&edition=full","pubTime":"2024-11-07 15:23","market":"hk","language":"zh","title":"异动解读 | 港股科技股集体反弹 阿里健康股价大涨5.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107221782","media":"异动解读","summary":"2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。","content":"<p>2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。</p>\n\n<p>数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。</p>\n\n<p>作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。</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 | 港股科技股集体反弹 阿里健康股价大涨5.21%</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异动解读 | 港股科技股集体反弹 阿里健康股价大涨5.21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" 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\">2024-11-07 15:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。</p>\n\n<p>数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。</p>\n\n<p>作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00241":"阿里健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107221782","content_text":"2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。\n数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。\n作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":403414183665984,"gmtCreate":1739508470044,"gmtModify":1739509441629,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[{"img":"https://static.tigerbbs.com/b0c14131787e6be15875307b6a970b6b","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/403414183665984","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389994886341128,"gmtCreate":1736259322655,"gmtModify":1736259551110,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","text":"$特斯拉(TSLA)$ 那么多减持公告难道看不见吗？为什么还都傻傻的往里冲？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389994886341128","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"嗯，黄仁勋没有减持英伟达","text":"嗯，黄仁勋没有减持英伟达","html":"嗯，黄仁勋没有减持英伟达"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434525017526904,"gmtCreate":1747118707718,"gmtModify":1747122226324,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","text":"$小米集团-W(01810)$ 我正在用小米手机，这是第三次后悔买小米东西了，小米很垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434525017526904","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479849818460092","authorId":"3479849818460092","name":"铁板五花肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479849818460092","authorIdStr":"3479849818460092"},"content":"得有多zz，知道垃圾还买三次","text":"得有多zz，知道垃圾还买三次","html":"得有多zz，知道垃圾还买三次"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417979622350952,"gmtCreate":1743087070912,"gmtModify":1743087072365,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","text":"$特斯拉(TSLA)$ 马斯克注定不是凡人，单从价值来看，特斯拉股票比黄金和BTC优秀不止10倍。坚决看多，5年10倍不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417979622350952","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417977887424712,"gmtCreate":1743086818528,"gmtModify":1743086819802,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 打爆空头","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 打爆空头","text":"$特斯拉(TSLA)$ 打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417977887424712","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420042182586464,"gmtCreate":1743580934682,"gmtModify":1743581247789,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 垃圾公司出品垃圾产品","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 垃圾公司出品垃圾产品","text":"$小米集团-W(01810)$ 垃圾公司出品垃圾产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420042182586464","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417963288826064,"gmtCreate":1743083084618,"gmtModify":1743084774619,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 最起码比比特币更有意义，相信我","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 最起码比比特币更有意义，相信我","text":"$特斯拉(TSLA)$ 最起码比比特币更有意义，相信我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417963288826064","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430791795712656,"gmtCreate":1746195346917,"gmtModify":1746195348233,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 哈哈哈哈","text":"$特斯拉(TSLA)$ 哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430791795712656","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422062225076912,"gmtCreate":1744078722276,"gmtModify":1744079208409,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个垃圾，产品那么垃圾股票能好到哪里","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个垃圾，产品那么垃圾股票能好到哪里","text":"$小米集团-W(01810)$ 这个垃圾，产品那么垃圾股票能好到哪里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422062225076912","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419651281293512,"gmtCreate":1743485500129,"gmtModify":1743487737651,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","text":"$小米集团-W(01810)$ 说实话，小米真的垃圾，雷军是个营销高手，产品做的真的不敢恭维","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419651281293512","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413973762920704,"gmtCreate":1742097554884,"gmtModify":1742097557091,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"无所谓，坚持看好！具象化ai,无限想象","listText":"无所谓，坚持看好！具象化ai,无限想象","text":"无所谓，坚持看好！具象化ai,无限想象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413973762920704","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408301868748936,"gmtCreate":1740704386932,"gmtModify":1740704388954,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"现在是机会，我不告诉别人","listText":"现在是机会，我不告诉别人","text":"现在是机会，我不告诉别人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408301868748936","repostId":"2514892862","repostType":2,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401152396218736,"gmtCreate":1738944975863,"gmtModify":1738944977634,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"特斯拉继续","listText":"特斯拉继续","text":"特斯拉继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401152396218736","repostId":"1152451950","repostType":2,"repost":{"id":"1152451950","kind":"news","pubTimestamp":1738927162,"share":"https://www.laohu8.com/m/news/1152451950?lang=&edition=full","pubTime":"2025-02-07 19:19","market":"us","language":"zh","title":"大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152451950","media":"硬AI","summary":"全球人形机器人产业或迎来“ChatGPT时刻”。","content":"<html><head></head><body><p>　　作者：李笑寅</p><p style=\"text-align: start;\">　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。</p><p style=\"text-align: start;\">　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。</p><p style=\"text-align: start;\">　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技投资的最大主题之一，估计人形机器人潜在的市场总规模（TAM）可达60万亿美元，与全球经济规模相当。</p><p style=\"text-align: start;\">　　在这篇名为《Humanoid 100》的报告中，大摩首次系统梳理了全球人形机器人产业链的100家核心上市公司，<strong>并指出中国在该产业供应链中占据主导地位，特斯拉、英伟达等科技巨头则成为各环节的关键力量。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b72cf716a2afc7a06aa8c68ff30dd1\" alt=\"\" title=\"\" tg-width=\"892\" tg-height=\"558\"/></p><p style=\"text-align: start;\"><strong>　　产业链拆解：大脑、身体、整合者</strong></p><p style=\"text-align: start;\">　　大摩将人形机器人产业链分为三大核心环节，分别为“大脑”、“身体”和“整合者”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2335fa5afc607db02c1f48cf5f8e9cb6\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"675\"/></p><ul style=\"\"><li><p><strong>“大脑”（22家公司）：涵盖AI芯片、软件与半导体，是机器人的智能核心。</strong></p></li></ul><p style=\"text-align: start;\">　　报告表示，人形机器人的“大脑”主要由半导体和软件组成，其中最关键的是用于自主性的基础生成式AI模型，以及用于训练的仿真模型和数字孪生技术。</p><p style=\"text-align: start;\">　　报告列出了22家“大脑”类公司，包括英伟达、微软、谷歌、Meta等科技巨头，以及Arm、新思科技、凯登思等芯片设计公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700927ea875093c8d13ce4c9b2bf8aa0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"495\"/></p><p style=\"text-align: start;\">　　其中，<strong>关键玩家包括英伟达、微软、谷歌等，</strong>它们将主导生成式AI模型与算力芯片，<strong>百度、地平线</strong>等中国公司将在视觉芯片领域加速追赶。</p><p style=\"text-align: start;\">　　大摩指出，人工智能算法可以通过提高可扩展性、精确性和稳定性来增强人形机器人的操作系统。从长期来看，<strong>拥有领先操作系统的企业可能会主导人形机器人技术进步的方向和大规模生产的步伐。</strong></p><ul style=\"\"><li><p><strong>“身体”（64家公司）：包括传感器、电池、电机、减速器等硬件组件。</strong></p></li></ul><p style=\"text-align: start;\">　　报告表示，人形机器人的“身体”主要由传感器、执行器、电线和连接器网络以及锂离子电池组成，外部通常由铝合金和塑料混合制成，以最大限度地减轻重量。</p><p style=\"text-align: start;\">　　其中，人形机器人的关键零部件及主要涉及公司包括：</p><blockquote><p><strong>执行器：</strong>由螺钉、减速器、电机、传感器、轴承和编码器组成。特斯拉的Optimus Gen2使用28个执行器驱动50个自由度，涉及谐波减速器（日本Harmonic Drive）、行星滚柱丝杠（中国恒立液压(66.130, -1.01, -1.50%)）等公司。</p><p><strong>传感器：</strong>包括视觉传感器、力传感器、惯性传感器、温度传感器等。六轴力传感器是最复杂的力传感器。预计索尼、禾赛科技将主导视觉与激光雷达生产。</p><p><strong>电池：</strong>通常使用圆柱形锂离子电池，安装在机器人躯干中央。预计宁德时代(261.280, 8.18, 3.23%)、LG新能源将主导电池供应。</p><p><strong>模拟半导体：</strong>与传感器配合使用，帮助调节温度、速度、位置、电力分配等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491c7291796626afeebfcdb0905fea26\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"934\"/></p></blockquote><ul style=\"\"><li><p><strong>“整合者”（22家公司）：开发完整人形机器人的企业，以车企和科技巨头为主。</strong></p></li></ul><p style=\"text-align: start;\">　　大摩表示，“整合者”公司主要包括汽车制造商、消费电子公司、电商和互联网公司以及传统机器人制造商这四类：</p><blockquote><p><strong>汽车公司：</strong>包括特斯拉、现代/波士顿动力、丰田等，利用电动车供应链优势切入。</p><p><strong>消费电子公司：</strong>包括苹果、小米、索尼等，加速布局家用场景。</p><p><strong>电商和互联网公司：</strong>包括阿里巴巴、亚马逊、腾讯等。</p><p><strong>传统机器人公司：</strong>包括ABB、美的（库卡）等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b589921ea533f951ea6b5fa45753b16\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"505\"/></p></blockquote><p style=\"text-align: start;\"><strong>　　中国供应链：成本优势与政府支持成关键</strong></p><p style=\"text-align: start;\">　　报告显示，目前73%已确认参与人形机器人开发的公司和77%的整合者都位于亚洲（其中56%和45%分别来自中国）。其中，<strong>中国在人形机器人供应链中占据63%的份额，尤其在“身体”环节优势显著：</strong></p><blockquote><p><strong>执行器组件</strong>：恒立液压（601100.CN）、双环传动(37.670, -0.29, -0.76%)（002472.CN）等企业已进入特斯拉供应链；</p><p><strong>稀土磁材</strong>：中国掌控全球90%的稀土加工，宁波韵升(8.620, 0.10, 1.17%)（600366.CN）、北方稀土(23.110, -0.31, -1.32%)（600111.CN）为电机提供核心材料。</p></blockquote><p style=\"text-align: start;\">　　大摩预计，<strong>未来初创公司将受益于成熟的供应链、本地应用机会和强有力的政府支持，</strong>预计到2050年，中国的人形机器人市场规模将达到6万亿元，人形机器人总量达到5900万台。</p><p style=\"text-align: start;\">　　相比之下，欧美企业更多集中在“大脑”环节。报告表示，英伟达凭借AI芯片和仿真平台Omniverse构建生态，而特斯拉则通过FSD（完全自动驾驶）算法迁移至机器人，形成软硬一体优势。</p></body></html>","source":"lsy1690508328926","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>大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”</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大摩详解人形机器人：中国主导身体，英伟达做大脑，特斯拉“整合”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 19:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李笑寅　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4346e48ef893288058a5f66815826cbd","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/roll/2025-02-07/doc-ineirsee0080314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152451950","content_text":"作者：李笑寅　　在特斯拉最新的业绩会上，马斯克直言，Optimus人形机器人具有巨大的商业潜力，未来可能创造超过10万亿美元的收入，成为公司主要的收入来源。　　这番发言凸显了人形机器人作为巨大的潜在市场的重要性，随着全球人形机器人产业或正迎来“ChatGPT时刻”。　　摩根士丹利分析师Adam Jonas、William J Tackett等在其最新发表的研报中表示，人形机器人将成为未来十年科技投资的最大主题之一，估计人形机器人潜在的市场总规模（TAM）可达60万亿美元，与全球经济规模相当。　　在这篇名为《Humanoid 100》的报告中，大摩首次系统梳理了全球人形机器人产业链的100家核心上市公司，并指出中国在该产业供应链中占据主导地位，特斯拉、英伟达等科技巨头则成为各环节的关键力量。　　产业链拆解：大脑、身体、整合者　　大摩将人形机器人产业链分为三大核心环节，分别为“大脑”、“身体”和“整合者”。“大脑”（22家公司）：涵盖AI芯片、软件与半导体，是机器人的智能核心。　　报告表示，人形机器人的“大脑”主要由半导体和软件组成，其中最关键的是用于自主性的基础生成式AI模型，以及用于训练的仿真模型和数字孪生技术。　　报告列出了22家“大脑”类公司，包括英伟达、微软、谷歌、Meta等科技巨头，以及Arm、新思科技、凯登思等芯片设计公司。　　其中，关键玩家包括英伟达、微软、谷歌等，它们将主导生成式AI模型与算力芯片，百度、地平线等中国公司将在视觉芯片领域加速追赶。　　大摩指出，人工智能算法可以通过提高可扩展性、精确性和稳定性来增强人形机器人的操作系统。从长期来看，拥有领先操作系统的企业可能会主导人形机器人技术进步的方向和大规模生产的步伐。“身体”（64家公司）：包括传感器、电池、电机、减速器等硬件组件。　　报告表示，人形机器人的“身体”主要由传感器、执行器、电线和连接器网络以及锂离子电池组成，外部通常由铝合金和塑料混合制成，以最大限度地减轻重量。　　其中，人形机器人的关键零部件及主要涉及公司包括：执行器：由螺钉、减速器、电机、传感器、轴承和编码器组成。特斯拉的Optimus Gen2使用28个执行器驱动50个自由度，涉及谐波减速器（日本Harmonic Drive）、行星滚柱丝杠（中国恒立液压(66.130, -1.01, -1.50%)）等公司。传感器：包括视觉传感器、力传感器、惯性传感器、温度传感器等。六轴力传感器是最复杂的力传感器。预计索尼、禾赛科技将主导视觉与激光雷达生产。电池：通常使用圆柱形锂离子电池，安装在机器人躯干中央。预计宁德时代(261.280, 8.18, 3.23%)、LG新能源将主导电池供应。模拟半导体：与传感器配合使用，帮助调节温度、速度、位置、电力分配等。“整合者”（22家公司）：开发完整人形机器人的企业，以车企和科技巨头为主。　　大摩表示，“整合者”公司主要包括汽车制造商、消费电子公司、电商和互联网公司以及传统机器人制造商这四类：汽车公司：包括特斯拉、现代/波士顿动力、丰田等，利用电动车供应链优势切入。消费电子公司：包括苹果、小米、索尼等，加速布局家用场景。电商和互联网公司：包括阿里巴巴、亚马逊、腾讯等。传统机器人公司：包括ABB、美的（库卡）等。　　中国供应链：成本优势与政府支持成关键　　报告显示，目前73%已确认参与人形机器人开发的公司和77%的整合者都位于亚洲（其中56%和45%分别来自中国）。其中，中国在人形机器人供应链中占据63%的份额，尤其在“身体”环节优势显著：执行器组件：恒立液压（601100.CN）、双环传动(37.670, -0.29, -0.76%)（002472.CN）等企业已进入特斯拉供应链；稀土磁材：中国掌控全球90%的稀土加工，宁波韵升(8.620, 0.10, 1.17%)（600366.CN）、北方稀土(23.110, -0.31, -1.32%)（600111.CN）为电机提供核心材料。　　大摩预计，未来初创公司将受益于成熟的供应链、本地应用机会和强有力的政府支持，预计到2050年，中国的人形机器人市场规模将达到6万亿元，人形机器人总量达到5900万台。　　相比之下，欧美企业更多集中在“大脑”环节。报告表示，英伟达凭借AI芯片和仿真平台Omniverse构建生态，而特斯拉则通过FSD（完全自动驾驶）算法迁移至机器人，形成软硬一体优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401070529274120,"gmtCreate":1738925047393,"gmtModify":1738925049324,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"做空呗，空头挺猛","listText":"做空呗，空头挺猛","text":"做空呗，空头挺猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401070529274120","repostId":"1173161933","repostType":2,"repost":{"id":"1173161933","kind":"news","pubTimestamp":1738920776,"share":"https://www.laohu8.com/m/news/1173161933?lang=&edition=full","pubTime":"2025-02-07 17:32","market":"us","language":"zh","title":"乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173161933","media":"智通财经网","summary":"面临着来自挑战者的越来越大的压力。","content":"<html><head></head><body><p>周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。</p><p style=\"text-align: justify;\">去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与Model Y竞争。比亚迪旗下的王朝和海洋网系列电动汽车和插电式混合动力汽车上个月共售出296,446辆，同比增长47.5%。按厂商来看，比亚迪遥遥领先，吉利汽车、长安汽车分别凭借约12.11万辆、6.59万辆紧随其后，特斯拉中国 1 月销量位列第四。</p><p style=\"text-align: justify;\">据报道，特斯拉在中国农历新年期间暂停上海部分新Model Y生产线的生产，以进行升级，为期三周左右。在激烈的市场竞争中，特斯拉在中国电动汽车市场的份额有所下降，而在中国等市场推出的折扣和融资激励措施，在第四季度损害了特斯拉的利润率。</p><p style=\"text-align: justify;\">除了为老款Model Y提供1万元(1372美元)的未偿还贷款折扣，以及为部分Model 3和老款Model Y提供长达5年的零利率融资外，特斯拉周三还宣布，为在中国销售的所有Model 3汽车提供8000元的保险补贴。特斯拉计划今年在中国推出名为“全自动驾驶”的高级驾驶辅助软件。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%</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乘联会：特斯拉1月销售63238辆在中国制造的汽车，同比降11.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1247260.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1247260.html\">Web Link</a>\n\n</div>\n\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":"https://www.zhitongcaijing.com/content/detail/1247260.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1173161933","content_text":"周五，中国乘联会的数据显示，特斯拉在1月份售出63238辆中国制造的汽车，同比下降11.5%，环比下降32.6%，连续第四个月下滑。中国产Model 3和Model Y的交付量同比下降了32.6%。上个月，特斯拉在中国推出了其畅销SUV Model Y的改版车型。在中国，它面临着来自挑战者的越来越大的压力。去年12月，小米电动轿车SU7销量超过了Model 3，其首款SUV预计将于今年夏天推出，与Model Y竞争。比亚迪旗下的王朝和海洋网系列电动汽车和插电式混合动力汽车上个月共售出296,446辆，同比增长47.5%。按厂商来看，比亚迪遥遥领先，吉利汽车、长安汽车分别凭借约12.11万辆、6.59万辆紧随其后，特斯拉中国 1 月销量位列第四。据报道，特斯拉在中国农历新年期间暂停上海部分新Model Y生产线的生产，以进行升级，为期三周左右。在激烈的市场竞争中，特斯拉在中国电动汽车市场的份额有所下降，而在中国等市场推出的折扣和融资激励措施，在第四季度损害了特斯拉的利润率。除了为老款Model Y提供1万元(1372美元)的未偿还贷款折扣，以及为部分Model 3和老款Model Y提供长达5年的零利率融资外，特斯拉周三还宣布，为在中国销售的所有Model 3汽车提供8000元的保险补贴。特斯拉计划今年在中国推出名为“全自动驾驶”的高级驾驶辅助软件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399956855013872,"gmtCreate":1738686511829,"gmtModify":1738686513099,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 改名特拉胯","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 改名特拉胯","text":"$特斯拉(TSLA)$ 改名特拉胯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399956855013872","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398255856808024,"gmtCreate":1738252892133,"gmtModify":1738276273189,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 信仰","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 信仰","text":"$特斯拉(TSLA)$ 信仰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398255856808024","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382626999636336,"gmtCreate":1734450149697,"gmtModify":1734450797050,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06660\">$艾美疫苗(06660)$ </a> 这就是个骗子公司","listText":"<a href=\"https://laohu8.com/S/06660\">$艾美疫苗(06660)$ </a> 这就是个骗子公司","text":"$艾美疫苗(06660)$ 这就是个骗子公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382626999636336","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368415759843624,"gmtCreate":1730967203130,"gmtModify":1730967336768,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192070439977982","authorIdStr":"4192070439977982"},"themes":[],"htmlText":"值得拥有","listText":"值得拥有","text":"值得拥有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368415759843624","repostId":"1107221782","repostType":2,"repost":{"id":"1107221782","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":1730964188,"share":"https://www.laohu8.com/m/news/1107221782?lang=&edition=full","pubTime":"2024-11-07 15:23","market":"hk","language":"zh","title":"异动解读 | 港股科技股集体反弹 阿里健康股价大涨5.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107221782","media":"异动解读","summary":"2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。","content":"<p>2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。</p>\n\n<p>数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。</p>\n\n<p>作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。</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 | 港股科技股集体反弹 阿里健康股价大涨5.21%</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异动解读 | 港股科技股集体反弹 阿里健康股价大涨5.21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" 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\">2024-11-07 15:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。</p>\n\n<p>数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。</p>\n\n<p>作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00241":"阿里健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107221782","content_text":"2024年11月7日下午,港股科技股集体反弹,其中阿里健康信息技术有限公司(00241.HK)的股价出现了大幅上涨,当日上涨5.21%,收盘价为4.44港元/股。\n数据显示,阿里健康当日成交量高达6216.24万股,换手率0.39%。资金面上,该股资金净流入1.15亿港元。根据相关的新闻报道,在该股大涨期间,科技行业整体表现强劲,科网股纷纷上扬。包括京东健康、腾讯控股等在内,多只科技股当日涨幅超过2%。\n作为阿里巴巴旗下大健康平台,阿里健康涉及医药健康产品销售、电商平台、消费医疗服务等多个领域。上一财年,公司实现营收298.13亿港元,净利润9.75亿港元。分析师普遍看好该股长期发展前景,在8家评级机构中,有63%的机构给予买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}