看看我的钱的个人主页 - 老虎社区

看看我的钱

暂无个人介绍

IP属地：广东

5关注

0粉丝

0主题

0勋章

看看我的钱

03-10

泼妇一个，得追究

宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主

看看我的钱

2025-07-07

$特斯拉(TSLA)$ 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望

马斯克的“美国党”对特斯拉股票意味着什么？

看看我的钱

03-09

你谁呀，只有你信不过，也无需取信于你

小米，还信不信得过？

看看我的钱

2025-08-18

特朗普脑子差不多全坏了了吧，还有人理会啊

半导体关税风暴将至？特朗普宣称税率或高达300%

看看我的钱

01-02

小米机器人快赶上了，股价一飞冲天

小米汽车2025年12月交付量超过5万台

看看我的钱

2025-07-02

软蛋包，三年时间忍忍就过去了

又缓和了？马斯克在社媒上发文称赞特朗普

看看我的钱

2025-04-07

$小米集团-W(01810)$ 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟

看看我的钱

2025-08-28

班门弄大斧，卷是小米看家本领

抱歉，原内容已删除

看看我的钱

2025-07-15

这篇文章不错，转发给大家看看

黄仁勋来北京了？和雷军的合照被曝，二人笑意满满

看看我的钱

2025-07-14

明天通通拉爆

每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4201727578330582","uuid":"4201727578330582","gmtCreate":1738624408104,"gmtModify":1738624493110,"name":"看看我的钱","pinyin":"kkwdqkankanwodeqian","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":27,"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":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":541049620517800,"gmtCreate":1773110259260,"gmtModify":1773110261949,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"泼妇一个，得追究","listText":"泼妇一个，得追究","text":"泼妇一个，得追究","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541049620517800","repostId":"2618609074","repostType":2,"repost":{"id":"2618609074","kind":"news","pubTimestamp":1773106140,"share":"https://www.laohu8.com/m/news/2618609074?lang=zh_CN&edition=full","pubTime":"2026-03-10 09:29","market":"fut","language":"zh","title":"宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主","url":"https://stock-news.laohu8.com/highlight/detail?id=2618609074","media":"5D调查","summary":"近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流豪华品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。","content":"<html><body><div>\n<p>　　近日，有博主爆料一宝马门店销售在直播中疑似贬低<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车、侮辱<a href=\"https://laohu8.com/S/01810\">小米</a>车主。</p>\n<p>　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。</p>\n<p>　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。</p>\n<p>　　3月10日早间，对此，<a href=\"https://laohu8.com/S/81810\">小米</a>产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/410/w550h660/20260310/e588-7c3be2adf55208619f8ee93625fb6478.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/146/w550h1196/20260310/f15e-c5645dd50409ae5fe2ddff2af0b166da.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/front20260310ac/63/w690h2573/20260310/3f2e-a31fc340d5e36af12458dabb19db2fdd.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/521/w477h844/20260310/f884-dade3de92713978efc45489341ac738c.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主</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宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 09:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml><strong>5D调查</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。\n　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。\n　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。\n　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1589":"北水核心资产","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1618":"Manus概念股","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BMWYY":"宝马汽车","BK1615":"港股-互联网","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","01810":"小米集团-W","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1607":"新IT概念","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1521":"挪威政府全球养老基金持仓","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","BK1575":"同股不同权","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2618609074","content_text":"近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。\n　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。\n　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。\n　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流豪华品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。\n\n\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"XIACY":1.93,"BMWYY":1.91,"01810":1.93}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540711894209272,"gmtCreate":1773047857192,"gmtModify":1773047859565,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"你谁呀，只有你信不过，也无需取信于你","listText":"你谁呀，只有你信不过，也无需取信于你","text":"你谁呀，只有你信不过，也无需取信于你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540711894209272","repostId":"2617666886","repostType":2,"repost":{"id":"2617666886","kind":"news","pubTimestamp":1772924589,"share":"https://www.laohu8.com/m/news/2617666886?lang=zh_CN&edition=full","pubTime":"2026-03-08 07:03","market":"hk","language":"zh","title":"小米，还信不信得过？","url":"https://stock-news.laohu8.com/highlight/detail?id=2617666886","media":"科技 always online","summary":"十五年时间，小米长成了巨兽。得看你是问哪个阶段的小米。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。造车，把小米的信任地基震松了。去年召回11.69万辆，占当时交付量近一半。当年挑战巨头的小米，如今自己成了巨头。小米需要一场彻底的“制造业转型”。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。","content":"<html><body><article><p>十五年时间，小米<a href=\"https://laohu8.com/S/BFI.SI\">长成</a>了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。</p><p>这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260308071520903v201xcti764798e\"/><p><strong>一、那些攒下信任的时刻</strong></p><p>早期的雷军，是真能让人信服的。</p><p>一碗<a href=\"https://laohu8.com/S/XIACY\">小米</a>粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司食堂，活成“<a href=\"https://laohu8.com/S/000931\">中关村</a>劳模”。他带着团队在论坛和百万“米粉”一起抠MIUI的细节，让用户觉得“这公司是我们一起养大的”。</p><p>信任就是这么攒起来的：用极致的性价比，用近乎笨拙的真诚，用“我们和你一样”的共鸣。</p><p><strong>二、裂痕是怎么出现的？</strong></p><p>造车，把<a href=\"https://laohu8.com/S/01810\">小米</a>的信任地基震松了。</p><p>最致命的是安全。去年召回11.69万辆，占当时交付量近一半。官方解释总是很“技术”——“碰撞风险”、“系统故障”。但人命关天的事，这种冷静到近乎冰冷的回应，让人脊背发凉。</p><p>营销的套路也越来越深。续航数据永远在<a href=\"https://laohu8.com/S/LI\">理想</a>工况下，“1300公里只充一次电”这种话术，剥离了特定条件，就成了文字游戏。4.2万的碳纤维前盖被质疑是“装饰件”，宣传时“世界最快”，OTA后功率直接腰斩。</p><p>当用户开始逐字逐句研究你的宣传语，寻找里面埋的坑时，信任就已经破产了。</p><p><strong>三、矛盾在骨头里</strong></p><p><a href=\"https://laohu8.com/S/81810\">小米</a>的困局，是两种DNA的冲突。</p><p>互联网的“快”基因，撞上了造车的“慢”法则。三年造出SU7，是供应链整合的奇迹，但安全需要时间沉淀。70%以上核心件靠外采，自己更像是“超级组装厂”。可车和手机不一样，手机死机重启就行，车出事是要命的。</p><p>更麻烦的是身份转变。当年挑战巨头的小米，如今自己成了巨头。可雷军的沟通话术还带着“受害者”姿态，公众不再买账了——“你都万亿市值了，还跟我们装什么委屈？”</p><p>性价比曾是屠龙刀，现在成了自己的枷锁。想冲高端，定价上了30万，但核心技术护城河没跟上。消费者心里有杆秤：你的“高端”，到底值不值这个溢价？</p><p><strong>四、还能回头吗？</strong></p><p>最讽刺的是，就在一片骂声中，有SU7车主出严重车祸，车废了，人没事，转头又下单一辆一模一样的。他说：“任何广告，都不如这句‘我再买一辆’有说服力。”</p><p>这或许指出了唯一的路：用产品，一寸一寸把信任挣回来。</p><p>雷军最近承认“被打懵了”，说要“十倍投入安全”。态度是对的，但公众要的不是表态，是结果。</p><p>小米需要一场彻底的“制造业转型”。忘掉流量玩法，回到最笨的路径：死磕品控，透明沟通，把售后体系扎扎实实建起来。在安全问题上，没有“性价比”可谈，只有“必须做到”。</p><p>值不值得信赖？现在下结论还早。</p><p>但可以确定的是，信任就像一面镜子，碎了就是碎了。即使用最好的胶水粘起来，裂痕也永远在那里。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。</p><p>真正的考验才刚刚开始。因为重建信任，比建立信任，要难十倍。</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>小米，还信不信得过？</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小米，还信不信得过？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-08 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b><strong>科技 always online</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>十五年时间，小米长成了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。一、那些攒下信任的时刻早期的雷军，是真能让人信服的。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1575":"同股不同权","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU0823426480.USD":"法巴中国股票经典Dis","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","01810":"小米集团-W","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1589":"北水核心资产","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1618":"Manus概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK1615":"港股-互联网","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK1502":"双十一","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1523":"武汉本地概念股","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","BK1521":"挪威政府全球养老基金持仓","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK1607":"新IT概念","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1610":"ETF&股票定投概念","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617666886","content_text":"十五年时间，小米长成了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。一、那些攒下信任的时刻早期的雷军，是真能让人信服的。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司食堂，活成“中关村劳模”。他带着团队在论坛和百万“米粉”一起抠MIUI的细节，让用户觉得“这公司是我们一起养大的”。信任就是这么攒起来的：用极致的性价比，用近乎笨拙的真诚，用“我们和你一样”的共鸣。二、裂痕是怎么出现的？造车，把小米的信任地基震松了。最致命的是安全。去年召回11.69万辆，占当时交付量近一半。官方解释总是很“技术”——“碰撞风险”、“系统故障”。但人命关天的事，这种冷静到近乎冰冷的回应，让人脊背发凉。营销的套路也越来越深。续航数据永远在理想工况下，“1300公里只充一次电”这种话术，剥离了特定条件，就成了文字游戏。4.2万的碳纤维前盖被质疑是“装饰件”，宣传时“世界最快”，OTA后功率直接腰斩。当用户开始逐字逐句研究你的宣传语，寻找里面埋的坑时，信任就已经破产了。三、矛盾在骨头里小米的困局，是两种DNA的冲突。互联网的“快”基因，撞上了造车的“慢”法则。三年造出SU7，是供应链整合的奇迹，但安全需要时间沉淀。70%以上核心件靠外采，自己更像是“超级组装厂”。可车和手机不一样，手机死机重启就行，车出事是要命的。更麻烦的是身份转变。当年挑战巨头的小米，如今自己成了巨头。可雷军的沟通话术还带着“受害者”姿态，公众不再买账了——“你都万亿市值了，还跟我们装什么委屈？”性价比曾是屠龙刀，现在成了自己的枷锁。想冲高端，定价上了30万，但核心技术护城河没跟上。消费者心里有杆秤：你的“高端”，到底值不值这个溢价？四、还能回头吗？最讽刺的是，就在一片骂声中，有SU7车主出严重车祸，车废了，人没事，转头又下单一辆一模一样的。他说：“任何广告，都不如这句‘我再买一辆’有说服力。”这或许指出了唯一的路：用产品，一寸一寸把信任挣回来。雷军最近承认“被打懵了”，说要“十倍投入安全”。态度是对的，但公众要的不是表态，是结果。小米需要一场彻底的“制造业转型”。忘掉流量玩法，回到最笨的路径：死磕品控，透明沟通，把售后体系扎扎实实建起来。在安全问题上，没有“性价比”可谈，只有“必须做到”。值不值得信赖？现在下结论还早。但可以确定的是，信任就像一面镜子，碎了就是碎了。即使用最好的胶水粘起来，裂痕也永远在那里。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。真正的考验才刚刚开始。因为重建信任，比建立信任，要难十倍。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.96,"MIUmain":0.6,"XIACY":1.96,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537177200817496,"gmtCreate":1772167775355,"gmtModify":1772167777959,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"海狗系自媒体","listText":"海狗系自媒体","text":"海狗系自媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537177200817496","repostId":"2614073524","repostType":2,"repost":{"id":"2614073524","kind":"news","pubTimestamp":1772133995,"share":"https://www.laohu8.com/m/news/2614073524?lang=zh_CN&edition=full","pubTime":"2026-02-27 03:26","market":"hk","language":"zh","title":"小米起诉自媒体获赔500万，网络不是法外之地 造谣账号该醒醒了","url":"https://stock-news.laohu8.com/highlight/detail?id=2614073524","media":"ITBEAR科技资讯","summary":"近日，一则关于小米与自媒体账号AutoReport汽车产经的诉讼案件引发广泛关注。法院一审判决小米胜诉，该自媒体需赔偿500万元，并删除所有侵权内容、公开道歉。案件审理过程中，小米法务部提交了充分证据，证明该自媒体存在系统性抹黑行为。法院最终支持了小米的诉求，判决赔偿金额高达500万元，创下同类案件新高。某豪华品牌近日也胜诉一起自媒体诽谤案，获赔30万元。","content":"<html><body><article><p>近日，一则关于<a href=\"https://laohu8.com/S/XIACY\">小米</a>与自媒体账号AutoReport汽车产经的诉讼案件引发广泛关注。法院一审判决<a href=\"https://laohu8.com/S/01810\">小米</a>胜诉，该自媒体需赔偿500万元，并删除所有侵权内容、公开道歉。这一结果不仅为<a href=\"https://laohu8.com/S/81810\">小米</a>挽回名誉损失，也为行业敲响警钟。</p><p>据了解，涉事自媒体长期在多个网络平台发布针对小米的负面内容，其中不乏未经核实的虚假信息。例如，将其他品牌的问题张冠李戴到小米身上，或使用明显贬损性语言进行恶意攻击。这些行为严重损害了小米的品牌形象，误导消费者决策，最终被法院认定为侵犯名誉权。</p><p>案件审理过程中，小米法务部提交了充分证据，证明该自媒体存在系统性抹黑行为。法院最终支持了小米的诉求，判决赔偿金额高达500万元，创下同类案件新高。这一数额不仅体现了侵权行为的严重性，也彰显了法律对企业名誉权的保护力度。</p><p>值得注意的是，案件判决后出现不实传言，有网友声称涉事账号与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌有关。经核实，该账号运营主体为<a href=\"https://laohu8.com/S/BITA\">易车</a>旗下公司，而李斌已于2020年出售全部易车股份，与当前运营方无任何关联。此次谣言传播再次暴露了网络信息核实的重要性。</p><p>近年来，汽车行业自媒体乱象频发。部分账号为追求流量，不惜编造虚假信息、恶意拉踩竞争对手。央视此前报道显示，某些汽车博主单条视频报价高达数万元，为获取商业利益甚至主动制造负面新闻。这种行为不仅扰乱市场秩序，也损害了消费者权益。</p><p>小米法务部负责人表示，公司已对数百个账号取证，并发起数十起诉讼，重点打击AI生成黑稿、水军及恶意竞争行为。此前多起案件赔偿金额从数万到数十万不等，此次500万元判决具有标志性意义，向行业传递了明确信号：网络空间不是法外之地。</p><p>法律专家指出，自媒体享有言论自由，但必须以事实为依据。正常批评与恶意抹黑的界限在于是否客观真实。企业欢迎建设性意见，但绝不会容忍编造谎言、人身攻击等违法行为。此次判决为类似案件提供了重要参考，有助于规范网络言论秩序。</p><p>事实上，不止小米，多家企业近期都通过法律手段维护自身权益。某<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌近日也胜诉一起自媒体诽谤案，获赔30万元。这表明企业维权意识正在增强，网络环境治理逐步走向法治化轨道。</p><p>随着监管力度加大，靠造谣博眼球的自媒体将面临更高风险。业内人士建议，平台方应完善内容审核机制，网友也要提高信息辨别能力，共同营造清朗网络空间。对于企业而言，在依法维权的同时，更需用优质产品和服务赢得市场认可。</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>小米起诉自媒体获赔500万，网络不是法外之地 造谣账号该醒醒了</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小米起诉自媒体获赔500万，网络不是法外之地 造谣账号该醒醒了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 03:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227040806a4cca9ab&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，一则关于小米与自媒体账号AutoReport汽车产经的诉讼案件引发广泛关注。法院一审判决小米胜诉，该自媒体需赔偿500万元，并删除所有侵权内容、公开道歉。这一结果不仅为小米挽回名誉损失，也为行业敲响警钟。据了解，涉事自媒体长期在多个网络平台发布针对小米的负面内容，其中不乏未经核实的虚假信息。例如，将其他品牌的问题张冠李戴到小米身上，或使用明显贬损性语言进行恶意攻击。这些行为严重损害了小米的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227040806a4cca9ab&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1607":"新IT概念","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","XIACY":"小米集团ADR","BK1193":"电脑硬件、储存设备及电脑周边","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","BK1575":"同股不同权","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK1506":"5G概念","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","01810":"小米集团-W","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1502":"双十一","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1589":"北水核心资产","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1618":"Manus概念股","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1615":"港股-互联网","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","BK1523":"武汉本地概念股","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227040806a4cca9ab&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614073524","content_text":"近日，一则关于小米与自媒体账号AutoReport汽车产经的诉讼案件引发广泛关注。法院一审判决小米胜诉，该自媒体需赔偿500万元，并删除所有侵权内容、公开道歉。这一结果不仅为小米挽回名誉损失，也为行业敲响警钟。据了解，涉事自媒体长期在多个网络平台发布针对小米的负面内容，其中不乏未经核实的虚假信息。例如，将其他品牌的问题张冠李戴到小米身上，或使用明显贬损性语言进行恶意攻击。这些行为严重损害了小米的品牌形象，误导消费者决策，最终被法院认定为侵犯名誉权。案件审理过程中，小米法务部提交了充分证据，证明该自媒体存在系统性抹黑行为。法院最终支持了小米的诉求，判决赔偿金额高达500万元，创下同类案件新高。这一数额不仅体现了侵权行为的严重性，也彰显了法律对企业名誉权的保护力度。值得注意的是，案件判决后出现不实传言，有网友声称涉事账号与蔚来创始人李斌有关。经核实，该账号运营主体为易车旗下公司，而李斌已于2020年出售全部易车股份，与当前运营方无任何关联。此次谣言传播再次暴露了网络信息核实的重要性。近年来，汽车行业自媒体乱象频发。部分账号为追求流量，不惜编造虚假信息、恶意拉踩竞争对手。央视此前报道显示，某些汽车博主单条视频报价高达数万元，为获取商业利益甚至主动制造负面新闻。这种行为不仅扰乱市场秩序，也损害了消费者权益。小米法务部负责人表示，公司已对数百个账号取证，并发起数十起诉讼，重点打击AI生成黑稿、水军及恶意竞争行为。此前多起案件赔偿金额从数万到数十万不等，此次500万元判决具有标志性意义，向行业传递了明确信号：网络空间不是法外之地。法律专家指出，自媒体享有言论自由，但必须以事实为依据。正常批评与恶意抹黑的界限在于是否客观真实。企业欢迎建设性意见，但绝不会容忍编造谎言、人身攻击等违法行为。此次判决为类似案件提供了重要参考，有助于规范网络言论秩序。事实上，不止小米，多家企业近期都通过法律手段维护自身权益。某豪华品牌近日也胜诉一起自媒体诽谤案，获赔30万元。这表明企业维权意识正在增强，网络环境治理逐步走向法治化轨道。随着监管力度加大，靠造谣博眼球的自媒体将面临更高风险。业内人士建议，平台方应完善内容审核机制，网友也要提高信息辨别能力，共同营造清朗网络空间。对于企业而言，在依法维权的同时，更需用优质产品和服务赢得市场认可。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"01810":1.95,"XIACY":1.95}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529047831572504,"gmtCreate":1770193216373,"gmtModify":1770193219106,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"饱和狗太多了吧!风雨终将过去","listText":"饱和狗太多了吧!风雨终将过去","text":"饱和狗太多了吧!风雨终将过去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529047831572504","repostId":"2608330649","repostType":2,"repost":{"id":"2608330649","kind":"news","pubTimestamp":1770187601,"share":"https://www.laohu8.com/m/news/2608330649?lang=zh_CN&edition=full","pubTime":"2026-02-04 14:46","market":"us","language":"zh","title":"腾讯、小米继续下跌，关注港股科技资产非理性下跌的修复机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2608330649","media":"每日经济新闻","summary":"综合技术面、资金面动向，恒生科技、港股通科技等相关ETF或出现非理性下跌后的修复行情，即“一低位一拐点二催化”底部布局机会。一低位：去年10月以来，恒生互联网指数震荡回调，最新估值为23倍，无论纵向看历史分位，还是横向相比纳斯达克（35倍）和A股创业板指（43倍），都极具性价比；一拐点：由于小作文引发情绪恐慌，港股科技主要指数跌落年线（也称为“250日均线”）。","content":"<div>\n<p>综合技术面、资金面动向，恒生科技、港股通科技等相关ETF或出现非理性下跌后的修复行情，即“一低位一拐点二催化”底部布局机会。　　一低位：去年10月以来，恒生互联网指数震荡回调，最新估值为23倍，无论纵向看历史分位，还是横向相比纳斯达克（35倍）和A股创业板指（43倍），都极具性价比；　　一拐点：由于小作文引发情绪恐慌，港股科技主要指数跌落年线（也称为“250日均线”）。该位置也是本轮上行行情的支撑...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202602043641386061.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>腾讯、小米继续下跌，关注港股科技资产非理性下跌的修复机会</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腾讯、小米继续下跌，关注港股科技资产非理性下跌的修复机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 14:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202602043641386061.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>综合技术面、资金面动向，恒生科技、港股通科技等相关ETF或出现非理性下跌后的修复行情，即“一低位一拐点二催化”底部布局机会。　　一低位：去年10月以来，恒生互联网指数震荡回调，最新估值为23倍，无论纵向看历史分位，还是横向相比纳斯达克（35倍）和A股创业板指（43倍），都极具性价比；　　一拐点：由于小作文引发情绪恐慌，港股科技主要指数跌落年线（也称为“250日均线”）。该位置也是本轮上行行情的支撑...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202602043641386061.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","SG9999001051.SGD":"United Asia Fund SGD","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","BK1608":"元宇宙概念","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","BK1607":"新IT概念","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2462611646.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) INC MTI","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1733274473.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK1609":"ChatGPT概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU1733274390.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4588":"碎股","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0823426480.USD":"法巴中国股票经典Dis","BK1575":"同股不同权","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0048580855.USD":"富达大中华区A","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1589":"北水核心资产","BK1618":"Manus概念股","LU0080751232.USD":"富达环球多元动力基金A","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU1196710351.USD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (USD) INC MF","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1196710195.USD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","BK1615":"港股-互联网","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","BK1586":"云计算","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1591":"就地过年概念","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","XIACY":"小米集团ADR","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0052750758.USD":"富兰克林中国基金A Acc","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1226288097.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC A","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0972618739.USD":"JPM TOTAL EMERGING MARKETS  \"A\" (USD) INC (M)","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU1785774172.SGD":"JPM TOTAL EMERGING MARKETS INCOME \"A\" (SGD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU1883866441.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1102505762.USD":"富达新兴市场焦点 A","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU2498475776.HKD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (HKD) INC","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","HK0000352291.HKD":"VALUE PARTNERS ASIAN INCOME \"A\" (HKD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","HK0000352382.USD":"VALUE PARTNERS ASIAN INCOME \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","SG9999001689.USD":"施罗德亚洲成长股票","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK1095":"互动媒体与服务","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","BK4077":"互动媒体与服务","LU0823426308.USD":"法巴中国股票基金","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0228659784.USD":"施罗德金砖四国基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK1531":"手游股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","BK1517":"云办公","BK1516":"腾讯概念","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","01810":"小米集团-W","BK1193":"电脑硬件、储存设备及电脑周边","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1439102457.SGD":"Fidelity Asia Pacific Multi Asset Growth & Income A-MINCOME(G)-SGD","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","BK1526":"科网股","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","TCEHY":"腾讯控股ADR","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","BK1523":"武汉本地概念股","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1725190679.HKD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (HKD) INC MF","BK1521":"挪威政府全球养老基金持仓","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0918141887.USD":"安联亚洲实际收益股票基金","SG9999006514.SGD":"United Asia Consumer Fund SGD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","00700":"腾讯控股","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1048484197.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2251237488.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC A","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK1506":"5G概念","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","HTCD.SI":"Tencent HK SDR 10to1","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1502":"双十一","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC"},"source_url":"http://stock.eastmoney.com/a/202602043641386061.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608330649","content_text":"综合技术面、资金面动向，恒生科技、港股通科技等相关ETF或出现非理性下跌后的修复行情，即“一低位一拐点二催化”底部布局机会。　　一低位：去年10月以来，恒生互联网指数震荡回调，最新估值为23倍，无论纵向看历史分位，还是横向相比纳斯达克（35倍）和A股创业板指（43倍），都极具性价比；　　一拐点：由于小作文引发情绪恐慌，港股科技主要指数跌落年线（也称为“250日均线”）。该位置也是本轮上行行情的支撑线，历次大行情（如2016-2017年、2020-2021年）均未显著跌破。盘中下跌之际，近10亿资金涌入恒生互联网ETF，积极博弈修复反弹；　　二催化：春节期间，DeepSeek大模型将更新升级；AI应用红包活动开启，两大催化有望加速AI国民化和商业化进程，互联网平台广告、游戏、电商、传媒等传统业务也将迎来第二“增长极”。　　如港股通科技ETF基金（159101.SZ）及其联接C（025806.OF），被动跟踪国证港股通科技指数，风格不漂移、持仓透明，且接近满仓，布局效率高。其成分股精选港股通标的，流动性不受QDII外汇额度限制。从指数结构上看，软硬件兼备，补齐了恒生科技布具备的生物科技板块，行业分布更均衡；指数选股聚焦近两年营业收入复合增长率>10%；或近一年研发费用占营业收入比例>5%，因此科技属性更为突出，同时单一成分股权重上限调高至15%，锐度也更高。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"HTCD.SI":0.6,"TCHmain":0.6,"00700":1.91,"01810":1.89,"HXXD.SI":0.6,"TCEHY":1.91,"XIACY":1.89}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523658857538096,"gmtCreate":1768887536153,"gmtModify":1768887538889,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"捞最后一笔就休吧","listText":"捞最后一笔就休吧","text":"捞最后一笔就休吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523658857538096","repostId":"2604165367","repostType":2,"repost":{"id":"2604165367","kind":"news","pubTimestamp":1768879388,"share":"https://www.laohu8.com/m/news/2604165367?lang=zh_CN&edition=full","pubTime":"2026-01-20 11:23","market":"hk","language":"zh","title":"小米高管王腾创业公司“今日宜休”完成数千万种子轮融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2604165367","media":"IT桔子","summary":"今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。","content":"<html><body><article><p>今日宜休成立于2026年，是由前<a href=\"https://laohu8.com/S/XIACY\">小米</a>高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、<a href=\"https://laohu8.com/S/603008\">喜临门</a>、云九资本等。</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>小米高管王腾创业公司“今日宜休”完成数千万种子轮融资</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小米高管王腾创业公司“今日宜休”完成数千万种子轮融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 11:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120112552a43f2e6d&s=b><strong>IT桔子</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120112552a43f2e6d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","01810":"小米集团-W","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1589":"北水核心资产","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1618":"Manus概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1615":"港股-互联网","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1607":"新IT概念","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1575":"同股不同权","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120112552a43f2e6d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604165367","content_text":"今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":0.9,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517278898681024,"gmtCreate":1767318083401,"gmtModify":1767318085887,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"小米机器人快赶上了，股价一飞冲天","listText":"小米机器人快赶上了，股价一飞冲天","text":"小米机器人快赶上了，股价一飞冲天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517278898681024","repostId":"1100335627","repostType":2,"repost":{"id":"1100335627","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":1767229731,"share":"https://www.laohu8.com/m/news/1100335627?lang=zh_CN&edition=full","pubTime":"2026-01-01 09:08","market":"hk","language":"zh","title":"小米汽车2025年12月交付量超过5万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1100335627","media":"老虎资讯综合","summary":"1月1日，小米汽车：2025年12月，小米汽车交付量超过5万台>>","content":"<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></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>小米汽车2025年12月交付量超过5万台</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小米汽车2025年12月交付量超过5万台\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\">2026-01-01 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/203db9e0e1cdb7f01bed903db31cb6f7","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100335627","content_text":"1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。","news_type":1,"symbols_score_info":{"XIACY":2,"01810":1}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497489278616264,"gmtCreate":1762480429715,"gmtModify":1762480431783,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"title":"","htmlText":"拉爆空头","listText":"拉爆空头","text":"拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497489278616264","repostId":"2581063740","repostType":2,"repost":{"id":"2581063740","kind":"news","pubTimestamp":1762425375,"share":"https://www.laohu8.com/m/news/2581063740?lang=zh_CN&edition=full","pubTime":"2025-11-06 18:36","market":"hk","language":"zh","title":"小米，突发！","url":"https://stock-news.laohu8.com/highlight/detail?id=2581063740","media":"新浪财经","summary":"空头仓位大幅上升53%小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。","content":"<html><body><article><p>来源：券商中国</p><p>突然空袭！</p><p>据《彭博》报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，对冲基金已对<a href=\"https://laohu8.com/S/XIACY\">小米</a>股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明<a href=\"https://laohu8.com/S/01810\">小米</a>“由于缺乏催化剂，至少在短期内是共识做空/卖出”。</p><p>自今年6月创下历史高位之后，<a href=\"https://laohu8.com/S/81810\">小米</a>股价开始转跌。至今，该股跌幅已近30%。但<a href=\"https://laohu8.com/S/600030\">中信证券</a>最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-IFRS<span>净利润</span>102亿元，同比增长63%，净利润率9%。中信看好小米持续成为中国乃至全球最优秀的硬核科技生态公司。</p><p>空头仓位大幅上升53%</p><p>小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106183944786d163qipava8ntma\"/><p>高盛报告称，其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。</p><p>高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。</p><p>不过，<a href=\"https://laohu8.com/S/06030\">中信证券</a>认为，随着公司汽车交付量的增加和ASP的上升，小米汽车及AI等创新业务分部将于2025年三季度扭亏为盈。中长期而言，看好小米持续成为中国乃至全球最优秀的硬核科技生态公司，并以AI能力持续提升智能硬件生态的价值，在AI手机、智能汽车、智能家居、AI眼镜、具身智能等更广泛的领域持续焕发蓬勃生机，维持对公司的“买入”评级。</p><p>浦银国际亦重申小米的“买入”评级。虽然小米三季度的loT板块成长面临压力，但是预期小米的汽车业务或将首次实现单季度盈利。长期来看，小米坚持投入底层技术，包括芯片、系统等，这为公司构建竞争壁垒，奠定长周期的成长基础。作为行业首推之一，当前小米市盈率为23倍左右，估值具备上升空间。</p><p>竞争力依然较大？</p><p>由于舆情的缘故，投资者在小米股价上的投票显然也受到了影响。那么，小米的竞争力是否依然较大？这可能还是要由数据来说话。</p><p>Canalys发布2025年第三季度全球手机销售数据。根据Canalys数据，2025年第三季度全球智能手机市场出货量达3.2亿台，同比增长3%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。在<a href=\"https://laohu8.com/S/00464\">中国智能</a>手机市场，小米手机出货量为1000万台，同比下降约2%，市占率达15%，位列中国第四。</p><p><a href=\"https://laohu8.com/S/002670\">国盛证券</a>认为，虽然中国市场在补贴项目结束后<span>出货</span>下滑，但小米在<a href=\"https://laohu8.com/S/002540\">亚太</a>及其他地区的增长则抵消了该负面影响。而且，小米实现高端手机市场占位，或有望对冲存储成本压力。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。开售5天，17系列销量突破100万台，小米17 ProMax销量占比最高，成功切入6K以上的高端机型市场。小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，预计公司三四季度手机毛利率将维持在11%左右。</p><p>国盛证券还认为，小米汽车交付量持续提升，有望实现单季盈亏平衡。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。2025年9月和10月，单月交付量均超4万台。小米汽车在10月24日发布“跨年购置税补贴方案”，消费者在11月底前锁单，便可通过尾款减免方式补贴因交付周期带来的购置税差额，最高不超过1.5万元，公司以此为消费者提供更好的利益保障。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。</p><p>值得注意的是，国补放缓背景下，小米IoT业务竞争力保持稳健。第三批690亿元的以旧换新资金于7月底正式落实，多地的家电国补力度有所降低。虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</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>小米，突发！</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小米，突发！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 18:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：券商中国突然空袭！据《彭博》报道，高盛表示，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明小米“由于缺乏催化剂，至少在短期内是共识做空/卖出”。自今年6月创下历史高位之后，小米股价开始转跌。至今，该股跌幅已近30%。但中信证券最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","BK1618":"Manus概念股","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","BK1589":"北水核心资产","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","BK1575":"同股不同权","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","01810":"小米集团-W","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","XIACY":"小米集团ADR","BK1506":"5G概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1502":"双十一","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HXXD.SI":"Xiaomi HK SDR 2to1","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581063740","content_text":"来源：券商中国突然空袭！据《彭博》报道，高盛表示，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明小米“由于缺乏催化剂，至少在短期内是共识做空/卖出”。自今年6月创下历史高位之后，小米股价开始转跌。至今，该股跌幅已近30%。但中信证券最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-IFRS净利润102亿元，同比增长63%，净利润率9%。中信看好小米持续成为中国乃至全球最优秀的硬核科技生态公司。空头仓位大幅上升53%小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。高盛报告称，其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。不过，中信证券认为，随着公司汽车交付量的增加和ASP的上升，小米汽车及AI等创新业务分部将于2025年三季度扭亏为盈。中长期而言，看好小米持续成为中国乃至全球最优秀的硬核科技生态公司，并以AI能力持续提升智能硬件生态的价值，在AI手机、智能汽车、智能家居、AI眼镜、具身智能等更广泛的领域持续焕发蓬勃生机，维持对公司的“买入”评级。浦银国际亦重申小米的“买入”评级。虽然小米三季度的loT板块成长面临压力，但是预期小米的汽车业务或将首次实现单季度盈利。长期来看，小米坚持投入底层技术，包括芯片、系统等，这为公司构建竞争壁垒，奠定长周期的成长基础。作为行业首推之一，当前小米市盈率为23倍左右，估值具备上升空间。竞争力依然较大？由于舆情的缘故，投资者在小米股价上的投票显然也受到了影响。那么，小米的竞争力是否依然较大？这可能还是要由数据来说话。Canalys发布2025年第三季度全球手机销售数据。根据Canalys数据，2025年第三季度全球智能手机市场出货量达3.2亿台，同比增长3%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。在中国智能手机市场，小米手机出货量为1000万台，同比下降约2%，市占率达15%，位列中国第四。国盛证券认为，虽然中国市场在补贴项目结束后出货下滑，但小米在亚太及其他地区的增长则抵消了该负面影响。而且，小米实现高端手机市场占位，或有望对冲存储成本压力。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。开售5天，17系列销量突破100万台，小米17 ProMax销量占比最高，成功切入6K以上的高端机型市场。小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，预计公司三四季度手机毛利率将维持在11%左右。国盛证券还认为，小米汽车交付量持续提升，有望实现单季盈亏平衡。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。2025年9月和10月，单月交付量均超4万台。小米汽车在10月24日发布“跨年购置税补贴方案”，消费者在11月底前锁单，便可通过尾款减免方式补贴因交付周期带来的购置税差额，最高不超过1.5万元，公司以此为消费者提供更好的利益保障。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。值得注意的是，国补放缓背景下，小米IoT业务竞争力保持稳健。第三批690亿元的以旧换新资金于7月底正式落实，多地的家电国补力度有所降低。虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"XIACY":0.6,"HXXD.SI":0.6,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472351213428976,"gmtCreate":1756351711787,"gmtModify":1756351713296,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"班门弄大斧，卷是小米看家本领","listText":"班门弄大斧，卷是小米看家本领","text":"班门弄大斧，卷是小米看家本领","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472351213428976","repostId":"2562747068","repostType":2,"repost":{"id":"2562747068","kind":"news","pubTimestamp":1756301460,"share":"https://www.laohu8.com/m/news/2562747068?lang=zh_CN&edition=full","pubTime":"2025-08-27 21:31","market":"other","language":"zh","title":"小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2562747068","media":"雷科技","summary":"跟小米打价格战？小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。","content":"<html><body><div>\n<div><img cms-height=\"232.359\" cms-width=\"546\" src=\"http://n.sinaimg.cn/spider20250827/483/w900h383/20250827/517d-078ea1f4eaee059d8828a634200d9bff.jpg\"/><span>雷科技AI硬件组 | </span></div><p cms-style=\"font-L \"><font cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">编辑：TSkinght | </font></font><font cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">监制：罗超</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">此前，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团总裁卢伟冰发布了一则视频，给网友解读了<a href=\"https://laohu8.com/S/01810\">小米</a>第二季度的财报数据，除了聊到<a href=\"https://laohu8.com/S/81810\">小米</a>手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。</font></font></font></p><div><img cms-height=\"450.312\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/234/w1080h754/20250827/a049-eb597d703628690704bf57f428453abb.png\"/><span>图源：微博</span></div><p cms-style=\"font-L\">此时，不少网友才意识到一场针对小米空调的价格战，早已打响。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">小米空调，一鸣惊人</font></p><p cms-style=\"font-L\">让我们先简单过一遍小米财报，财报数据显示，小米的第二季度收入和净利润均创单季度的历史新高，小米集团的总营收达到1160亿元，同比增长高达30.5%，净利润则达到108亿元，同比增长高达75.4%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">如此惊人的财报数据，自然引来众多人侧目，其中智能手机+AIoT部分的收入占比达81.6%，营收总额为947亿元，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">智能大家电业务的增长成为主要的驱动引擎，同比增长66.2%，其中空调出货超过540万台，同比增长达到60%。</font></font></font></p><div><img cms-height=\"772.156\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/562/w984h1178/20250827/bad4-8a8493a4ea7a7890bd30f4bb09ef5061.png\"/><span>图源：微博</span></div><p cms-style=\"font-L\">事实上，这已经是小米空调今年第二次单季度同比增长超60%，第一季度空调业务同比增长65%，甚至还超过第二季度。作为一个红海市场，小米的表现可以说相当恐怖，凭借着第一、二季度的出货量增长，小米空调已经稳坐市场第三的交椅，同时也是市场份额前三品牌中唯一保持高速增长的。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">看到这里，我想大家就不会奇怪小米为什么会被“围攻”了，空调作为一个传统市场本就竞争激烈，而且有着数量众多的老牌厂商，小米作为新玩家的崛起显然不是老牌厂商们愿意看到的。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">特别是小米大家电工厂一期项目的加速，也标志着其逐渐从代工生产过渡到自主生产，这是一个“危险”的信号，也是新一轮价格战的导火索之一。</font></font></font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">围攻小米，空调价格战凶猛</font></p><p cms-style=\"font-L\">据奥维云网的数据显示，2025冷年（即2024.8-2025.7）线上主销的1.5匹挂机均价由24Q4的2536元跌至25Q2的2101元，2.2K元以下价格档的销售份额较2024年提升6.3%到35.2%。考虑到空调国补的开始时间段与“冷年”的起始时间段几乎完全吻合，可以认为这一轮降价的动力并非国补，而是市场竞争所导致的。</p><div><img cms-height=\"321.297\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/18/w1080h538/20250827/22a7-0591d5c88d4747028851d72b6966a8c1.png\"/><span>图源：奥维云网</span></div><p cms-style=\"font-L\">事实上，美的、华凌、<a href=\"https://laohu8.com/S/01070\">TCL</a>、<a href=\"https://laohu8.com/S/06690\">海尔</a>、格力等主力空调品牌价格从去年开始都在持续走低，到了传统销售旺季，价格下跌趋势则更加明显。虽然有叠加618等活动的缘故，但是也可以看出市场竞争之激烈，即使在6、7、8月的非大型活动期间，各品牌的空调价格也是呈现频繁的波动。</p><div><img cms-height=\"354.75\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/74/w1080h594/20250827/dbd6-b67a4e396a1d91106fcb76d6911cb8fd.png\"/><span>图源：慢慢买</span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">不少老牌厂商显然希望通过降低售价等方式，挤占小米的产品空间，但是从小米空调的战绩来看，这个计划显然没有奏效。不过，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">全体空调厂商的普遍性降价叠加国补影响，倒也促进了整个空调市场的增长，2025冷年的出货量增长达到了17.8%，新购买力的涌入也让所有品牌都获得了额外的市场。</font></font></font></font></p><p cms-style=\"font-L\">这场价格战打下来，整体的结果还是好的，大家都有分到一杯羹，新购买力也给了小米等品牌更多的增长空间。其实，要说老牌厂商降价只是为了围攻小米，倒也有些夸张，不如说是在整个空调市场的上行阶段，厂商为了占据更具优势的市场位置，纷纷选择主动出击，而性价比+智能化，恰好就是小米的优势区间。</p><p cms-style=\"font-L\">那么问题来了，为什么小米的销量却没有受到太大影响，反而创历史新高呢？</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">跟小米打价格战？恐怕是“以短击长”</font></p><p cms-style=\"font-L\">在雷科技看来，试图通过降价挤压小米空调的市场空间本就不太现实。小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。</p><p cms-style=\"font-L\">单论性能，其价格比同匹数的美的、格力等一线品牌低30%以上，甚至比奥克斯、科龙等二三线品牌更便宜，从综合体验来看，智能生态的优势又使其在同价位显得特别突出，所以才能一炮而红。当然，后续小米也一直坚持走“亲民路线”，以至于让大家对小米空调有了固有印象。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">但是，随着小米空调在市场份额的上涨，以及研发投入的上涨，其实从前两年开始小米空调就已经不再以“价格”作为主打卖点。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。</font></font></font></font></p><div><img cms-height=\"525.547\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/360/w1080h880/20250827/ccaf-debeaacf46ec1e29591c820c677bafce.png\"/><span>图源：小米</span></div><p cms-style=\"font-L\">所以，想要从产品上与小米竞争，就应该更多地关注“智能化”和“差异化”，而非靠降价来应对（当然降价还是有效的，对于老一辈来说吸引力很大）。举个例子，美的此前推出的新品“空气机”，就将AI大模型DeepSeek和控温、控湿和新风等三个功能融为一体，提供一站式的房间空气环境解决方案。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">从价格来说，美的“空气机”并不贵，也就是中高端空调的平均价格，但是从功能体验等方面来看，其与传统空调显然不在一个档次，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">不管是DeepSeek带来的全新交互，还是多样化的环境控制，都可以更好地吸引到“懂科技”的年轻人喜爱。</font></font></font></font></p><div><img cms-height=\"381.625\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/119/w1080h639/20250827/2343-7bcdd413bb3ab721edfe5553e3d78252.png\"/><span>图源：美的</span></div><p cms-style=\"font-L\">小雷认为美的的思路才是对的，用差异化和更激进的智能化，走到小米等其他空调厂商的前面，才能吸引住潜在用户，一味地在小米已经非常成熟的IoT生态和性价比上做文章，其实是很难与其竞争的。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">生态互联成了家电企业的必答题</font></p><p cms-style=\"font-L\">事实上，小米空调之所以能够热销，一大原因就是小米手机、小爱音箱等小爱智能生态的终端，可以轻松实现一句话控制空调等家电，让小米手机用户更倾向于选择小米空调。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">当年的格力或许是看到了这一点，才会选择发布格力手机，但是格力手机目前的市场表现也证明这条路是走不通的。那么，对于空调品牌来说，选择其实就两个：</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">1、推动移动智能化合作；2、让空调能够直接与用户交互。</font></font></font></font></p><p cms-style=\"font-L\">第一条路其实很多品牌都在做，但是大多都效果不佳，自研的智能家居app虽然可以提供远程遥控等功能，但是必须打开app才能使用，就先天上弱小米一筹。雷科技觉得，最好的方法就是与OPPO、vivo等手机企业深度合作，推动双方的IoT生态融合，如此一来才能将OV等手机厂商的用户转化为自己的潜在用户。</p><p cms-style=\"font-L\">第二个方案，美的、TCL等头部企业就在探索中，DeepSeek等优质AI大模型的开源，可以说给了传统家电企业很大的助力，不需要投入过多的资源和承担失败风险，就可以在智能语音交互体验赶上第一梯队，估计智能化负责人做梦都能笑醒。</p><div><img cms-height=\"431.188\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/202/w1080h722/20250827/9bbe-96dabad017b95bc8655a2bbe329dabf6.png\"/><span>图源：美的</span></div><p cms-style=\"font-L\">当然，DeepSeek等AI大模型也不是拿来就可以用的，如何让AI听懂用户的话后可以执行正确的操作，其实也很考验智能化团队的优化与适配能力。但是，至少比从头开始搭建一个智能AI架构要简单很多，而且随着AI能力的加强，也会进一步降低相关系统的开发难度。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">雷科技觉得，针对小米的“价格战”，其实已经失败，现在更多的品牌已经开始转向，重新回到以“体验”定胜负的阶段。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">如何满足新一代用户的需求？如何给用户塑造新的体验场景？</font></font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">这些都是小米、美的、格力、TCL等品牌正在思考的问题。</font></font></font></p><p cms-style=\"font-L\">不过价格竞争自然也是不会放弃的，但是这片战场将属于腰部品牌们，比如美的子品牌华凌、海尔子品牌统帅，以及科龙、奥克斯等，都在将大匹数空调的价格一步步往下挪。前段时间小雷想买空调时，就惊讶地发现1.5匹的挂机空调，价格已经下探到1500元以内，要知道放一两年前，没个2000块是肯定买不了1.5匹空调的。</p><p cms-style=\"font-L\">对于小米来说，最困难的时间段已经过去，仅靠降价是无法击败小米空调得分，接下来要面对的是如何进一步扩张和稳定基本盘，以及如何开辟海外市场。</p><div><img cms-height=\"1146.66\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/600/w1080h1920/20250827/3f35-5d534a13513b5df43cfe512d53263985.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？</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小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 21:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/hk/2025-08-27/doc-infnmvkx5647557.shtml><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷科技AI硬件组 | 编辑：TSkinght | 监制：罗超此前，小米集团总裁卢伟冰发布了一则视频，给网友解读了小米第二季度的财报数据，除了聊到小米手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。图源：微博此时，不少网友才意识到一场针对小米空调的价格战，早已打响。小米空调，一鸣惊人让...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/hk/2025-08-27/doc-infnmvkx5647557.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1506":"5G概念","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0594300419.USD":"富达中国消费基金A","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","01810":"小米集团-W","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","XIACY":"小米集团ADR","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK1607":"新IT概念","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1523":"武汉本地概念股"},"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2025-08-27/doc-infnmvkx5647557.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2562747068","content_text":"雷科技AI硬件组 | 编辑：TSkinght | 监制：罗超此前，小米集团总裁卢伟冰发布了一则视频，给网友解读了小米第二季度的财报数据，除了聊到小米手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。图源：微博此时，不少网友才意识到一场针对小米空调的价格战，早已打响。小米空调，一鸣惊人让我们先简单过一遍小米财报，财报数据显示，小米的第二季度收入和净利润均创单季度的历史新高，小米集团的总营收达到1160亿元，同比增长高达30.5%，净利润则达到108亿元，同比增长高达75.4%。如此惊人的财报数据，自然引来众多人侧目，其中智能手机+AIoT部分的收入占比达81.6%，营收总额为947亿元，智能大家电业务的增长成为主要的驱动引擎，同比增长66.2%，其中空调出货超过540万台，同比增长达到60%。图源：微博事实上，这已经是小米空调今年第二次单季度同比增长超60%，第一季度空调业务同比增长65%，甚至还超过第二季度。作为一个红海市场，小米的表现可以说相当恐怖，凭借着第一、二季度的出货量增长，小米空调已经稳坐市场第三的交椅，同时也是市场份额前三品牌中唯一保持高速增长的。看到这里，我想大家就不会奇怪小米为什么会被“围攻”了，空调作为一个传统市场本就竞争激烈，而且有着数量众多的老牌厂商，小米作为新玩家的崛起显然不是老牌厂商们愿意看到的。特别是小米大家电工厂一期项目的加速，也标志着其逐渐从代工生产过渡到自主生产，这是一个“危险”的信号，也是新一轮价格战的导火索之一。围攻小米，空调价格战凶猛据奥维云网的数据显示，2025冷年（即2024.8-2025.7）线上主销的1.5匹挂机均价由24Q4的2536元跌至25Q2的2101元，2.2K元以下价格档的销售份额较2024年提升6.3%到35.2%。考虑到空调国补的开始时间段与“冷年”的起始时间段几乎完全吻合，可以认为这一轮降价的动力并非国补，而是市场竞争所导致的。图源：奥维云网事实上，美的、华凌、TCL、海尔、格力等主力空调品牌价格从去年开始都在持续走低，到了传统销售旺季，价格下跌趋势则更加明显。虽然有叠加618等活动的缘故，但是也可以看出市场竞争之激烈，即使在6、7、8月的非大型活动期间，各品牌的空调价格也是呈现频繁的波动。图源：慢慢买不少老牌厂商显然希望通过降低售价等方式，挤占小米的产品空间，但是从小米空调的战绩来看，这个计划显然没有奏效。不过，全体空调厂商的普遍性降价叠加国补影响，倒也促进了整个空调市场的增长，2025冷年的出货量增长达到了17.8%，新购买力的涌入也让所有品牌都获得了额外的市场。这场价格战打下来，整体的结果还是好的，大家都有分到一杯羹，新购买力也给了小米等品牌更多的增长空间。其实，要说老牌厂商降价只是为了围攻小米，倒也有些夸张，不如说是在整个空调市场的上行阶段，厂商为了占据更具优势的市场位置，纷纷选择主动出击，而性价比+智能化，恰好就是小米的优势区间。那么问题来了，为什么小米的销量却没有受到太大影响，反而创历史新高呢？跟小米打价格战？恐怕是“以短击长”在雷科技看来，试图通过降价挤压小米空调的市场空间本就不太现实。小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。单论性能，其价格比同匹数的美的、格力等一线品牌低30%以上，甚至比奥克斯、科龙等二三线品牌更便宜，从综合体验来看，智能生态的优势又使其在同价位显得特别突出，所以才能一炮而红。当然，后续小米也一直坚持走“亲民路线”，以至于让大家对小米空调有了固有印象。但是，随着小米空调在市场份额的上涨，以及研发投入的上涨，其实从前两年开始小米空调就已经不再以“价格”作为主打卖点。自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。图源：小米所以，想要从产品上与小米竞争，就应该更多地关注“智能化”和“差异化”，而非靠降价来应对（当然降价还是有效的，对于老一辈来说吸引力很大）。举个例子，美的此前推出的新品“空气机”，就将AI大模型DeepSeek和控温、控湿和新风等三个功能融为一体，提供一站式的房间空气环境解决方案。从价格来说，美的“空气机”并不贵，也就是中高端空调的平均价格，但是从功能体验等方面来看，其与传统空调显然不在一个档次，不管是DeepSeek带来的全新交互，还是多样化的环境控制，都可以更好地吸引到“懂科技”的年轻人喜爱。图源：美的小雷认为美的的思路才是对的，用差异化和更激进的智能化，走到小米等其他空调厂商的前面，才能吸引住潜在用户，一味地在小米已经非常成熟的IoT生态和性价比上做文章，其实是很难与其竞争的。生态互联成了家电企业的必答题事实上，小米空调之所以能够热销，一大原因就是小米手机、小爱音箱等小爱智能生态的终端，可以轻松实现一句话控制空调等家电，让小米手机用户更倾向于选择小米空调。当年的格力或许是看到了这一点，才会选择发布格力手机，但是格力手机目前的市场表现也证明这条路是走不通的。那么，对于空调品牌来说，选择其实就两个：1、推动移动智能化合作；2、让空调能够直接与用户交互。第一条路其实很多品牌都在做，但是大多都效果不佳，自研的智能家居app虽然可以提供远程遥控等功能，但是必须打开app才能使用，就先天上弱小米一筹。雷科技觉得，最好的方法就是与OPPO、vivo等手机企业深度合作，推动双方的IoT生态融合，如此一来才能将OV等手机厂商的用户转化为自己的潜在用户。第二个方案，美的、TCL等头部企业就在探索中，DeepSeek等优质AI大模型的开源，可以说给了传统家电企业很大的助力，不需要投入过多的资源和承担失败风险，就可以在智能语音交互体验赶上第一梯队，估计智能化负责人做梦都能笑醒。图源：美的当然，DeepSeek等AI大模型也不是拿来就可以用的，如何让AI听懂用户的话后可以执行正确的操作，其实也很考验智能化团队的优化与适配能力。但是，至少比从头开始搭建一个智能AI架构要简单很多，而且随着AI能力的加强，也会进一步降低相关系统的开发难度。雷科技觉得，针对小米的“价格战”，其实已经失败，现在更多的品牌已经开始转向，重新回到以“体验”定胜负的阶段。如何满足新一代用户的需求？如何给用户塑造新的体验场景？这些都是小米、美的、格力、TCL等品牌正在思考的问题。不过价格竞争自然也是不会放弃的，但是这片战场将属于腰部品牌们，比如美的子品牌华凌、海尔子品牌统帅，以及科龙、奥克斯等，都在将大匹数空调的价格一步步往下挪。前段时间小雷想买空调时，就惊讶地发现1.5匹的挂机空调，价格已经下探到1500元以内，要知道放一两年前，没个2000块是肯定买不了1.5匹空调的。对于小米来说，最困难的时间段已经过去，仅靠降价是无法击败小米空调得分，接下来要面对的是如何进一步扩张和稳定基本盘，以及如何开辟海外市场。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"MIUmain":1,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468992340660288,"gmtCreate":1755503034124,"gmtModify":1755503418917,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"特朗普脑子差不多全坏了了吧，还有人理会啊","listText":"特朗普脑子差不多全坏了了吧，还有人理会啊","text":"特朗普脑子差不多全坏了了吧，还有人理会啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/468992340660288","repostId":"1183522475","repostType":2,"repost":{"id":"1183522475","kind":"news","pubTimestamp":1755269046,"share":"https://www.laohu8.com/m/news/1183522475?lang=zh_CN&edition=full","pubTime":"2025-08-15 22:44","market":"us","language":"zh","title":"半导体关税风暴将至？特朗普宣称税率或高达300%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522475","media":"智通财经网","summary":"美国商务部已启动对半导体和制药业的调查。","content":"<html><head></head><body><p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，<strong>他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。</strong>特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”</p><p>在周五的最新表态中，<strong>特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：&#34;我的税率会定在200%还是300%?&#34;</strong></p><p>截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b183e69cd792dd86f54368077a442d0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。</p><p style=\"text-align: justify;\">自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以&#34;国家安全&#34;为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。</p><p style=\"text-align: justify;\">由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。</p><p style=\"text-align: justify;\">上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。</p><p style=\"text-align: justify;\">此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会：&#34;我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。&#34;</p><p style=\"text-align: justify;\">近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。</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>半导体关税风暴将至？特朗普宣称税率或高达300%</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半导体关税风暴将至？特朗普宣称税率或高达300%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 22:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330454.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330454.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"QCOM":"高通","AMD":"美国超微公司","AVGO":"博通","NVDA":"英伟达","ARM":"ARM Holdings","TSM":"台积电","INTC":"英特尔","SMCI":"超微电脑","MU":"美光科技"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330454.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183522475","content_text":"美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以\"国家安全\"为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会：\"我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。\"近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。","news_type":1,"symbols_score_info":{"INTC":1.1,"AVGO":1.1,"NVDA":1.1,"MU":1.1,"TSM":1.1,"SMCI":1.1,"QCOM":1.1,"ARM":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":6,"crmLevelSwitch":1,"idStr":"3568099945700012","authorIdStr":"3568099945700012"},"content":"[开心]通常意义上叫做脑残","text":"[开心]通常意义上叫做脑残","html":"[开心]通常意义上叫做脑残"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456707032867288,"gmtCreate":1752538171441,"gmtModify":1752542982337,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[{"img":"https://static.tigerbbs.com/bd061f26f762b9a19357b694551d6db7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456707032867288","repostId":"1107049517","repostType":2,"repost":{"id":"1107049517","kind":"news","pubTimestamp":1752473419,"share":"https://www.laohu8.com/m/news/1107049517?lang=zh_CN&edition=full","pubTime":"2025-07-14 14:10","market":"us","language":"zh","title":"黄仁勋来北京了？和雷军的合照被曝，二人笑意满满","url":"https://stock-news.laohu8.com/highlight/detail?id=1107049517","media":"三言Pro","summary":"7月14日，$英伟达$CEO黄仁勋与$小米$创始人雷军会面的照片曝光。受出口管制影响，英伟达一季度二季度累计损失135亿美元收入，因此黄仁勋来华一举一动都备受关注。此前，有消息称，黄仁勋将于近期第三次来华，并将于7月16日召开媒体沟通会。4月，黄仁勋再次来华，行程更为引人瞩目，他在接受采访时表示，中国大陆是英伟达非常重要的市场，希望能够继续合作。值得一提的是，黄仁勋与雷军的渊源颇深。","content":"<html><head></head><body><p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？</p><p>今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。</p><p>但是结合北京现在的天气情况，合影的真实性存疑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db70c86780897274f804a4de11dbbca4\" tg-width=\"1080\" tg-height=\"1356\"/></p><p>据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。</p><p>报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。</p><p>上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。</p><p>而最新小米在新能源汽车行业也创造一个奇迹。</p><p>可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。</p><p>其实，在手机时代英伟达和小米就有不错的交情。</p><p>2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21d09e8ff3c86a7cb45cb754f8b41f19\" tg-width=\"800\" tg-height=\"420\"/></p><p>如今，到了汽车时代，英伟达和小米汽车继续合作。</p><p>10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。</p></body></html>","source":"lsy1677840466995","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>黄仁勋来北京了？和雷军的合照被曝，二人笑意满满</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黄仁勋来北京了？和雷军的合照被曝，二人笑意满满\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ><strong>三言Pro</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c52ba759923af526cbeba91b8305697","relate_stocks":{"01810":"小米集团-W","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107049517","content_text":"在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。而最新小米在新能源汽车行业也创造一个奇迹。可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。其实，在手机时代英伟达和小米就有不错的交情。2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”如今，到了汽车时代，英伟达和小米汽车继续合作。10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。","news_type":1,"symbols_score_info":{"NVDA":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456534033698912,"gmtCreate":1752495759848,"gmtModify":1752495760815,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"明天通通拉爆","listText":"明天通通拉爆","text":"明天通通拉爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456534033698912","repostId":"2551902869","repostType":2,"repost":{"id":"2551902869","kind":"news","pubTimestamp":1752481823,"share":"https://www.laohu8.com/m/news/2551902869?lang=zh_CN&edition=full","pubTime":"2025-07-14 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551902869","media":"市场透视","summary":"小米集团-W北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%</p><p>更多个股卖空数据请看下面视窗：</p><p>卖空数据是观测市场多空博弈的关键指标：</p><p>短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。</p><p>需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%</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每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团-W（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","HXXD.SI":"Xiaomi HK SDR 2to1","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","01810":"小米集团-W","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1618":"Manus概念股","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2551902869","content_text":"小米集团-W（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454059584099024,"gmtCreate":1751876291065,"gmtModify":1751877061218,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","text":"$特斯拉(TSLA)$ 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454059584099024","repostId":"1138350230","repostType":2,"repost":{"id":"1138350230","kind":"news","pubTimestamp":1751865486,"share":"https://www.laohu8.com/m/news/1138350230?lang=zh_CN&edition=full","pubTime":"2025-07-07 13:18","market":"us","language":"zh","title":"马斯克的“美国党”对特斯拉股票意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138350230","media":"Barrons巴伦","summary":"周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。这一举动是在马斯克强烈反对总统唐纳德·特朗普签署的“一项伟大而美丽的法案”之后做出的。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。艾夫斯预计特斯拉股价周一将承压。斯托克顿并不是在对特斯拉股票做基本面判断。","content":"<html><head></head><body><p>7月7日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ccd0e28f2cf6d24327529e580dffee7\" title=\"\" tg-width=\"870\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/165a580f2f3528f603e3c5ebb82a785f\" title=\"\" tg-width=\"867\" tg-height=\"835\"/></p><p>那些希望<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。</p><p>周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。</p><p>这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。</p><p>但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p><p>“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。</p><p>特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。</p><p>政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。</p><p>截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94bc1b0bf32864fe1425cde9831eebde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”</p><p>艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。</p><p>Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。</p><p>斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。</p><p>至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”</p></body></html>","source":"lsy1748071825094","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克的“美国党”对特斯拉股票意味着什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克的“美国党”对特斯拉股票意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg><strong>Barrons巴伦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLL":"2倍做多TSLA ETF-Direxion","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","DXYZ":"Destiny Tech100 Inc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4612":"AI芯片","BK4592":"伊斯兰概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC"},"source_url":"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138350230","content_text":"7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形机器人。“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454036301746256,"gmtCreate":1751870943192,"gmtModify":1751870945106,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","listText":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","text":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454036301746256","repostId":"2549498374","repostType":2,"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452311194141208,"gmtCreate":1751450682481,"gmtModify":1751450964041,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"软蛋包，三年时间忍忍就过去了","listText":"软蛋包，三年时间忍忍就过去了","text":"软蛋包，三年时间忍忍就过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452311194141208","repostId":"1120804839","repostType":2,"repost":{"id":"1120804839","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":1751448643,"share":"https://www.laohu8.com/m/news/1120804839?lang=zh_CN&edition=full","pubTime":"2025-07-02 17:30","market":"us","language":"zh","title":"又缓和了？马斯克在社媒上发文称赞特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=1120804839","media":"老虎资讯综合","summary":"称赞特朗普在解决地区冲突中发挥的作用。","content":"<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>又缓和了？马斯克在社媒上发文称赞特朗普</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又缓和了？马斯克在社媒上发文称赞特朗普\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-02 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/173fde582312fee7c623bc652b87a77f","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120804839","content_text":"特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。截至发稿，特斯拉盘前涨超1%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434070222475312,"gmtCreate":1747007710842,"gmtModify":1747007712126,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"产品卖不出了，要破产","listText":"产品卖不出了，要破产","text":"产品卖不出了，要破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434070222475312","repostId":"2534834802","repostType":2,"repost":{"id":"2534834802","kind":"news","pubTimestamp":1746956939,"share":"https://www.laohu8.com/m/news/2534834802?lang=zh_CN&edition=full","pubTime":"2025-05-11 17:48","market":"us","language":"zh","title":"特斯拉美国一工厂停产一周，涉及Model Y和Cybertruck车型","url":"https://stock-news.laohu8.com/highlight/detail?id=2534834802","media":"爱集微","summary":"5月10日，据外媒最新消息，特斯拉位于美国得州奥斯汀的超级工厂近期做出了一项不同寻常的安排，该工厂的Model Y和Cybertruck生产线员工被要求在5月26日阵亡将士纪念日那一周强制休假，而去年同期这些生产线皆正常运行。一方面，Model Y作为特斯拉的畅销车型之一，市场需求一直较为旺盛，而Cybertruck作为一款备受瞩目的创新车型，其生产进度和市场推广也备受关注。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250511174953517d201krqj8m40lzn\"/><p>5月10日，据外媒最新消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>位于美国得州奥斯汀的超级工厂近期做出了一项不同寻常的安排，该工厂的Model Y和Cybertruck生产线员工被要求在5月26日阵亡将士纪念日那一周强制休假，而去年同期这些生产线皆正常运行。这一举措在特斯拉工厂的历史上尚属首次，因而引发了外界的广泛关注。</p><p>特斯拉作为全球知名的电动汽车制造商，其生产计划和员工安排一直备受瞩目。此次得州奥斯汀工厂的强制休假安排，不禁让人对工厂当前的生产状况和市场策略产生诸多猜测。通常情况下，汽车制造工厂在重大节日或纪念日期间会根据生产进度和市场需求灵活调整工作安排，而特斯拉此次选择在阵亡将士纪念日这一特殊时段实施长达一周的强制休假，实属罕见。</p><p>从目前所掌握的信息来看，特斯拉官方尚未明确给出实施此次强制休假的具体原因。不过，有业内人士分析认为，这可能与工厂当前的生产任务安排、市场需求变化以及库存管理等多种因素有关。一方面，Model Y作为特斯拉的畅销车型之一，市场需求一直较为旺盛，而Cybertruck作为一款备受瞩目的创新车型，其生产进度和市场推广也备受关注。工厂或许需要利用这段时间对生产线进行优化调整，以更好地满足后续的市场需求。另一方面，阵亡将士纪念日作为美国的重要节日，消费者在节日期间的购车意愿和市场活跃度可能会受到一定影响，特斯拉或许基于对市场需求的预判，做出了相应的生产调整安排。</p><p>此外，此次强制休假安排对于工厂员工而言，也是一次较为特殊的经历。在以往的工作中，员工们通常会根据工厂的生产计划和自身的工作安排进行休假，而此次强制休假可能会对员工的个人生活和工作计划产生一定的影响。不过，从另一个角度来看，这也为员工提供了一个难得的休息和调整机会，有助于提升员工的工作效率和生活质量，为后续的工作做好充分准备。</p><p>特斯拉得州奥斯汀超级工厂此次的强制休假安排，无疑为整个汽车行业带来了一定的震动。在市场竞争日益激烈、消费者需求不断变化的当下，汽车制造商需要更加灵活地调整生产策略和员工安排，以更好地应对各种挑战和机遇。特斯拉作为行业的领军企业，其此次的举措或许会为其他汽车制造商提供一定的借鉴和启示。</p><p>资料显示，特斯拉Q1全球销量为为33.67万辆，同比下降13%，汽车业务收入也同比减少20%；美国市场方面，Q1合计销售约13万辆，同比下降9.1%，其中，Model Y 共售出 64,051 辆，较去年同期下降了 33.8%，Cybertruck 售出 6,406 辆，此前有消息称，特斯拉已降低Cybertruck的生产目标，并计划将部分工人调离生产线。</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>特斯拉美国一工厂停产一周，涉及Model Y和Cybertruck车型</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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特斯拉美国一工厂停产一周，涉及Model Y和Cybertruck车型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-11 17:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250511174955975618bb&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月10日，据外媒最新消息，特斯拉位于美国得州奥斯汀的超级工厂近期做出了一项不同寻常的安排，该工厂的Model Y和Cybertruck生产线员工被要求在5月26日阵亡将士纪念日那一周强制休假，而去年同期这些生产线皆正常运行。这一举措在特斯拉工厂的历史上尚属首次，因而引发了外界的广泛关注。特斯拉作为全球知名的电动汽车制造商，其生产计划和员工安排一直备受瞩目。此次得州奥斯汀工厂的强制休假安排，不禁让...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250511174955975618bb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4511":"特斯拉概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSYW.SI":"TESLA 3xLongSG261006","BK4555":"新能源车","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4612":"AI芯片","BK4592":"伊斯兰概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4550":"红杉资本持仓","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4598":"佩洛西持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4581":"高盛持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLL":"2倍做多TSLA ETF-Direxion","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250511174955975618bb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534834802","content_text":"5月10日，据外媒最新消息，特斯拉位于美国得州奥斯汀的超级工厂近期做出了一项不同寻常的安排，该工厂的Model Y和Cybertruck生产线员工被要求在5月26日阵亡将士纪念日那一周强制休假，而去年同期这些生产线皆正常运行。这一举措在特斯拉工厂的历史上尚属首次，因而引发了外界的广泛关注。特斯拉作为全球知名的电动汽车制造商，其生产计划和员工安排一直备受瞩目。此次得州奥斯汀工厂的强制休假安排，不禁让人对工厂当前的生产状况和市场策略产生诸多猜测。通常情况下，汽车制造工厂在重大节日或纪念日期间会根据生产进度和市场需求灵活调整工作安排，而特斯拉此次选择在阵亡将士纪念日这一特殊时段实施长达一周的强制休假，实属罕见。从目前所掌握的信息来看，特斯拉官方尚未明确给出实施此次强制休假的具体原因。不过，有业内人士分析认为，这可能与工厂当前的生产任务安排、市场需求变化以及库存管理等多种因素有关。一方面，Model Y作为特斯拉的畅销车型之一，市场需求一直较为旺盛，而Cybertruck作为一款备受瞩目的创新车型，其生产进度和市场推广也备受关注。工厂或许需要利用这段时间对生产线进行优化调整，以更好地满足后续的市场需求。另一方面，阵亡将士纪念日作为美国的重要节日，消费者在节日期间的购车意愿和市场活跃度可能会受到一定影响，特斯拉或许基于对市场需求的预判，做出了相应的生产调整安排。此外，此次强制休假安排对于工厂员工而言，也是一次较为特殊的经历。在以往的工作中，员工们通常会根据工厂的生产计划和自身的工作安排进行休假，而此次强制休假可能会对员工的个人生活和工作计划产生一定的影响。不过，从另一个角度来看，这也为员工提供了一个难得的休息和调整机会，有助于提升员工的工作效率和生活质量，为后续的工作做好充分准备。特斯拉得州奥斯汀超级工厂此次的强制休假安排，无疑为整个汽车行业带来了一定的震动。在市场竞争日益激烈、消费者需求不断变化的当下，汽车制造商需要更加灵活地调整生产策略和员工安排，以更好地应对各种挑战和机遇。特斯拉作为行业的领军企业，其此次的举措或许会为其他汽车制造商提供一定的借鉴和启示。资料显示，特斯拉Q1全球销量为为33.67万辆，同比下降13%，汽车业务收入也同比减少20%；美国市场方面，Q1合计销售约13万辆，同比下降9.1%，其中，Model Y 共售出 64,051 辆，较去年同期下降了 33.8%，Cybertruck 售出 6,406 辆，此前有消息称，特斯拉已降低Cybertruck的生产目标，并计划将部分工人调离生产线。","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432039172784992,"gmtCreate":1746500328333,"gmtModify":1746500330189,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"不后悔才怪，可以理解","listText":"不后悔才怪，可以理解","text":"不后悔才怪，可以理解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432039172784992","repostId":"2532831641","repostType":2,"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432037984768760,"gmtCreate":1746500269187,"gmtModify":1746500270514,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"还嫌被打砸得不够多吗","listText":"还嫌被打砸得不够多吗","text":"还嫌被打砸得不够多吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432037984768760","repostId":"2533187376","repostType":2,"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425066501103864,"gmtCreate":1744815054466,"gmtModify":1744815056210,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"马再吹没人信了","listText":"马再吹没人信了","text":"马再吹没人信了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425066501103864","repostId":"1125753696","repostType":2,"repost":{"id":"1125753696","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":1744715148,"share":"https://www.laohu8.com/m/news/1125753696?lang=zh_CN&edition=full","pubTime":"2025-04-15 19:05","market":"us","language":"zh","title":"财报前瞻 | 特斯拉Q1业绩或触及谷底，马斯克从公司“重要资产”转为“负债”","url":"https://stock-news.laohu8.com/highlight/detail?id=1125753696","media":"老虎资讯综合","summary":"财报数据显示，特斯拉的汽车业务多项关键指标下滑，Q4生产新车约 45.9 万辆，同比降 7%；全年全球生产电动车约 177.3 万辆，同比降 4%；交付约 178.9 万辆，首次出现年度销量下滑。若受关税影响后继乏力，特斯拉首季度业绩可能触及“谷底”。不幸的是，特斯拉属于后者。与此同时，特斯拉的销量却下降了约 9%，这无疑令人担忧。因此，该机构给予特斯拉 “强烈卖出” 的评级，并认为其股价仍有较大的下跌空间。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间4月22日盘后发布2025财年第一季度业绩。根据彭博分析师预期，特斯拉2025财年第一季度营收为218.43亿美元，调整后净利润为16.06亿美元，调整后EPS为0.463美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a02125d510da119e08d9e492e6dc4b1e\" title=\"\" tg-width=\"1300\" tg-height=\"437\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示，特斯拉2024年四季度实现收入257.1亿美元，同比增长2%；经营利润为15.8亿元，同比下降23%，调整后每股收益0.73美元，同比增长3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da33f51df416897b0acc380da31c497b\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>财报数据显示，特斯拉的汽车业务多项关键指标下滑，Q4生产新车约 45.9 万辆，同比降 7%；全年全球生产电动车约 177.3 万辆，同比降 4%；交付约 178.9 万辆，首次出现年度销量下滑。</p><p>特斯拉汽车业务 2024 年遇到瓶颈的主要原因，是马斯克把多数精力放在了自动驾驶上，欧洲和美国市场表现不佳致全年销量下滑，尽管中国市场同年销量超 65.7 万辆，同比增 8.8%，但难补欧美缺口。</p><p>在财报会上马斯克称：“特斯拉有朝一日将依靠自动驾驶车辆和人形机器人成为世界上最有价值的公司，远超其他公司，特斯拉的价值将远超过其后五大公司的总和。”</p><p>自动驾驶是特斯拉人工智能业务第一步，在财报会议上马斯克表示，人形机器人的用途可能比汽车多1000倍，且更复杂，特斯拉很有可能在2025年交付数千台人形机器人，之后每年都会快速增长。</p><p>马斯克在财报业绩会上直言：“2025年可能是特斯拉历史上最开创性的一年，甚至可能比之前Roadster和S3XY车型发布的年份还重要。”</p><h2 id=\"id_1689990443\">本季度前瞻</h2><p>尽管上季度财报会议马斯克放下豪言，但特斯拉目前正在经历史上最严重的危机之一，短短数月市值已缩水一半。尽管市场调整和过高估值是背后关键因素，但当前致其股价暴跌的原因与以往略有不同。</p><p>全球电动汽车市场的的竞争格局，以及马斯克本人的“双重角色”，这两大因素都可能将特斯拉推向深渊，若要扭转看跌趋势，将特斯拉转变为真正的科技公司或许关键，但目前难言可靠，因为电动汽车业务仍是公司营收和利润的主要驱动力。</p><h3 id=\"id_2803907216\" style=\"text-align: start;\">全球电动汽车市场竞争格局</h3><p>一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。</p><p style=\"text-align: justify;\">特斯拉在欧洲卖不动了，背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变<strong>，特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。</strong></p><p>在多个市场特斯拉都感受到竞争压力，尤其在中国，许多本土汽车制造商提供更低价且技术含量更高的产品，如比亚迪宣布了电池充电技术突破。</p><p>此外，中国车企还在拉丁美洲等市场抢占份额，特斯拉虽在高端车领域领先，但缺乏低成本电动汽车，正在不断丢失市场份额。</p><p>目前，比亚迪在销量和总营收上均已超越特斯拉，且可能继续获更多市场份额。在效率方面，比亚迪不仅缩小了与特斯拉的运营利润率差距，甚至实现超越，其具备车型多样化、生产成本低、规模经济和政府补贴等优势。</p><p>上一季度，中国是特斯拉在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。若受关税影响后继乏力，特斯拉首季度业绩可能触及“谷底”。</p><p>电动汽车相关业务中为数不多的亮点是，公司近期透过优惠清空旧型号库存，为已开始付运的新款Model Y铺路，而平价新车型的推出进展可能成为关键增长动力。</p><p>马斯克此前透露：“我们现有的工厂正在积极筹备2025年新产品的推出，其中包括更经济实惠的车型。”据悉，新车型售价预计在18万人民币左右，定位低于Model3，将融合下一代平台的创新技术与当前平台的成熟特性，有望在现有生产线上高效生产。</p><h3 id=\"id_3989729071\" style=\"text-align: start;\">马斯克的双重角色对特斯拉的影响</h3><p>此前，马斯克曾是特斯拉的“重要资产”，如今却成为了“负债”：由于与特朗普政府联系紧密，损害了他在部分崇拜者内心的形象，进而也将影响到特斯拉的业绩表现。</p><p>目前，马斯克还负责美国政府效率部门项目，削减开支的同时也树敌众多。曾经特斯拉主要客户和投资者支持马斯克，现在马斯克激怒了这些偏左翼群体，DOGE 宣布裁员，也让很多人对马斯克的做法感到厌恶或愤怒。</p><p>在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。</p><p style=\"text-align: justify;\">但马斯克在特朗普政府的身份并未使特斯拉获得太多豁免，公司涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。</p><p style=\"text-align: justify;\">据媒体报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。</p><p>看好特斯拉的人期望其营收和利润增长主要来自新技术销售，但专家认为特斯拉在相关技术上不一定领先于 Waymo 或中国车企。特斯拉的机器人擎天柱仍在研发中，竞争激烈，但中国公司也在抢占市场。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示，根据60家知名券商机构对特斯拉的最新评级，“买入”评级占比为55%，目标价均价318.04美元，较本周二（10月15日）美股收盘价溢价26%。</p><p>加拿大皇家银行（RBC）分析师Tom Narayan在一份报告中写道：“第一季度的业绩可能会受益于 3 月份在关税实施前的提前购买行为。”特斯拉在美国销售的汽车没有一辆是进口的，所以与大多数汽车制造商相比，它受关税的影响较小。</p><p>Tom Narayan表示，特斯拉的重点将是 “第二季度推出的新款亲民车型，以及 6 月份推出的奥斯汀自动驾驶出租车服务”，他还补充道：“市场预期已经相当低了，任何利好消息都可能推动股价上涨。”</p><p>摩根士丹利分析师Adam Jonas在报告中重申了对特斯拉股票 410 美元的目标价和 “增持” 评级，他指出，马斯克对机器人技术、自动驾驶和储能领域的关注，可能会为这只遭受重创的股票带来长期价值。</p><p>Adam Jonas认为，特斯拉在 “实体人工智能的关键领域，包括数据、机器人技术、储能、计算和制造等领域所具备的能力，带来了增长和利润机会，这远远超过了正面临压力的传统电动汽车业务”，这些能力将足以抵消近期对关税风险的担忧。</p><blockquote><p>“无论近期的政策走向如何，我们相信，‘实体人工智能’ 的发展将见证机器的大量涌现…… 在工厂中，机器在极少的人工干预下制造机器，从而‘生产’劳动力的能力…… 可能会改变诸如抚养比、退休年龄和人均国内生产总值等历史衡量标准。”</p></blockquote><p>研究机构Cash Flow Venue则指出，特斯拉销量下滑自然令人担忧，但总体市场规模是在缩小还是在扩大也很重要，因为在蛋糕缩水时销量下滑，与蛋糕变大时销量下滑截然不同。不幸的是，特斯拉属于后者。</p><p>数据显示，美国的电动汽车市场持续增长，2025 年第一季度与 2024 年第一季度相比，销量增长了约 11%。与此同时，特斯拉的销量却下降了约 9%，这无疑令人担忧。</p><p>尽管特斯拉在美国仍占据主导地位，市场份额约为 44%，但它曾经的份额约为 51%。在市场不断扩大的情况下销量却下滑，特斯拉的市场份额被其他竞争对手，甚至是一些传统汽车制造商所抢占。</p><p>因此，该机构给予特斯拉 “强烈卖出” 的评级，并认为其股价仍有较大的下跌空间。</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>财报前瞻 | 特斯拉Q1业绩或触及谷底，马斯克从公司“重要资产”转为“负债”</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财报前瞻 | 特斯拉Q1业绩或触及谷底，马斯克从公司“重要资产”转为“负债”\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\">2025-04-15 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间4月22日盘后发布2025财年第一季度业绩。根据彭博分析师预期，特斯拉2025财年第一季度营收为218.43亿美元，调整后净利润为16.06亿美元，调整后EPS为0.463美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a02125d510da119e08d9e492e6dc4b1e\" title=\"\" tg-width=\"1300\" tg-height=\"437\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示，特斯拉2024年四季度实现收入257.1亿美元，同比增长2%；经营利润为15.8亿元，同比下降23%，调整后每股收益0.73美元，同比增长3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da33f51df416897b0acc380da31c497b\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>财报数据显示，特斯拉的汽车业务多项关键指标下滑，Q4生产新车约 45.9 万辆，同比降 7%；全年全球生产电动车约 177.3 万辆，同比降 4%；交付约 178.9 万辆，首次出现年度销量下滑。</p><p>特斯拉汽车业务 2024 年遇到瓶颈的主要原因，是马斯克把多数精力放在了自动驾驶上，欧洲和美国市场表现不佳致全年销量下滑，尽管中国市场同年销量超 65.7 万辆，同比增 8.8%，但难补欧美缺口。</p><p>在财报会上马斯克称：“特斯拉有朝一日将依靠自动驾驶车辆和人形机器人成为世界上最有价值的公司，远超其他公司，特斯拉的价值将远超过其后五大公司的总和。”</p><p>自动驾驶是特斯拉人工智能业务第一步，在财报会议上马斯克表示，人形机器人的用途可能比汽车多1000倍，且更复杂，特斯拉很有可能在2025年交付数千台人形机器人，之后每年都会快速增长。</p><p>马斯克在财报业绩会上直言：“2025年可能是特斯拉历史上最开创性的一年，甚至可能比之前Roadster和S3XY车型发布的年份还重要。”</p><h2 id=\"id_1689990443\">本季度前瞻</h2><p>尽管上季度财报会议马斯克放下豪言，但特斯拉目前正在经历史上最严重的危机之一，短短数月市值已缩水一半。尽管市场调整和过高估值是背后关键因素，但当前致其股价暴跌的原因与以往略有不同。</p><p>全球电动汽车市场的的竞争格局，以及马斯克本人的“双重角色”，这两大因素都可能将特斯拉推向深渊，若要扭转看跌趋势，将特斯拉转变为真正的科技公司或许关键，但目前难言可靠，因为电动汽车业务仍是公司营收和利润的主要驱动力。</p><h3 id=\"id_2803907216\" style=\"text-align: start;\">全球电动汽车市场竞争格局</h3><p>一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。</p><p style=\"text-align: justify;\">特斯拉在欧洲卖不动了，背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变<strong>，特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。</strong></p><p>在多个市场特斯拉都感受到竞争压力，尤其在中国，许多本土汽车制造商提供更低价且技术含量更高的产品，如比亚迪宣布了电池充电技术突破。</p><p>此外，中国车企还在拉丁美洲等市场抢占份额，特斯拉虽在高端车领域领先，但缺乏低成本电动汽车，正在不断丢失市场份额。</p><p>目前，比亚迪在销量和总营收上均已超越特斯拉，且可能继续获更多市场份额。在效率方面，比亚迪不仅缩小了与特斯拉的运营利润率差距，甚至实现超越，其具备车型多样化、生产成本低、规模经济和政府补贴等优势。</p><p>上一季度，中国是特斯拉在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。若受关税影响后继乏力，特斯拉首季度业绩可能触及“谷底”。</p><p>电动汽车相关业务中为数不多的亮点是，公司近期透过优惠清空旧型号库存，为已开始付运的新款Model Y铺路，而平价新车型的推出进展可能成为关键增长动力。</p><p>马斯克此前透露：“我们现有的工厂正在积极筹备2025年新产品的推出，其中包括更经济实惠的车型。”据悉，新车型售价预计在18万人民币左右，定位低于Model3，将融合下一代平台的创新技术与当前平台的成熟特性，有望在现有生产线上高效生产。</p><h3 id=\"id_3989729071\" style=\"text-align: start;\">马斯克的双重角色对特斯拉的影响</h3><p>此前，马斯克曾是特斯拉的“重要资产”，如今却成为了“负债”：由于与特朗普政府联系紧密，损害了他在部分崇拜者内心的形象，进而也将影响到特斯拉的业绩表现。</p><p>目前，马斯克还负责美国政府效率部门项目，削减开支的同时也树敌众多。曾经特斯拉主要客户和投资者支持马斯克，现在马斯克激怒了这些偏左翼群体，DOGE 宣布裁员，也让很多人对马斯克的做法感到厌恶或愤怒。</p><p>在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。</p><p style=\"text-align: justify;\">但马斯克在特朗普政府的身份并未使特斯拉获得太多豁免，公司涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。</p><p style=\"text-align: justify;\">据媒体报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。</p><p>看好特斯拉的人期望其营收和利润增长主要来自新技术销售，但专家认为特斯拉在相关技术上不一定领先于 Waymo 或中国车企。特斯拉的机器人擎天柱仍在研发中，竞争激烈，但中国公司也在抢占市场。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示，根据60家知名券商机构对特斯拉的最新评级，“买入”评级占比为55%，目标价均价318.04美元，较本周二（10月15日）美股收盘价溢价26%。</p><p>加拿大皇家银行（RBC）分析师Tom Narayan在一份报告中写道：“第一季度的业绩可能会受益于 3 月份在关税实施前的提前购买行为。”特斯拉在美国销售的汽车没有一辆是进口的，所以与大多数汽车制造商相比，它受关税的影响较小。</p><p>Tom Narayan表示，特斯拉的重点将是 “第二季度推出的新款亲民车型，以及 6 月份推出的奥斯汀自动驾驶出租车服务”，他还补充道：“市场预期已经相当低了，任何利好消息都可能推动股价上涨。”</p><p>摩根士丹利分析师Adam Jonas在报告中重申了对特斯拉股票 410 美元的目标价和 “增持” 评级，他指出，马斯克对机器人技术、自动驾驶和储能领域的关注，可能会为这只遭受重创的股票带来长期价值。</p><p>Adam Jonas认为，特斯拉在 “实体人工智能的关键领域，包括数据、机器人技术、储能、计算和制造等领域所具备的能力，带来了增长和利润机会，这远远超过了正面临压力的传统电动汽车业务”，这些能力将足以抵消近期对关税风险的担忧。</p><blockquote><p>“无论近期的政策走向如何，我们相信，‘实体人工智能’ 的发展将见证机器的大量涌现…… 在工厂中，机器在极少的人工干预下制造机器，从而‘生产’劳动力的能力…… 可能会改变诸如抚养比、退休年龄和人均国内生产总值等历史衡量标准。”</p></blockquote><p>研究机构Cash Flow Venue则指出，特斯拉销量下滑自然令人担忧，但总体市场规模是在缩小还是在扩大也很重要，因为在蛋糕缩水时销量下滑，与蛋糕变大时销量下滑截然不同。不幸的是，特斯拉属于后者。</p><p>数据显示，美国的电动汽车市场持续增长，2025 年第一季度与 2024 年第一季度相比，销量增长了约 11%。与此同时，特斯拉的销量却下降了约 9%，这无疑令人担忧。</p><p>尽管特斯拉在美国仍占据主导地位，市场份额约为 44%，但它曾经的份额约为 51%。在市场不断扩大的情况下销量却下滑，特斯拉的市场份额被其他竞争对手，甚至是一些传统汽车制造商所抢占。</p><p>因此，该机构给予特斯拉 “强烈卖出” 的评级，并认为其股价仍有较大的下跌空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125753696","content_text":"特斯拉 将于美东时间4月22日盘后发布2025财年第一季度业绩。根据彭博分析师预期，特斯拉2025财年第一季度营收为218.43亿美元，调整后净利润为16.06亿美元，调整后EPS为0.463美元。上季度回顾财报显示，特斯拉2024年四季度实现收入257.1亿美元，同比增长2%；经营利润为15.8亿元，同比下降23%，调整后每股收益0.73美元，同比增长3%。财报数据显示，特斯拉的汽车业务多项关键指标下滑，Q4生产新车约 45.9 万辆，同比降 7%；全年全球生产电动车约 177.3 万辆，同比降 4%；交付约 178.9 万辆，首次出现年度销量下滑。特斯拉汽车业务 2024 年遇到瓶颈的主要原因，是马斯克把多数精力放在了自动驾驶上，欧洲和美国市场表现不佳致全年销量下滑，尽管中国市场同年销量超 65.7 万辆，同比增 8.8%，但难补欧美缺口。在财报会上马斯克称：“特斯拉有朝一日将依靠自动驾驶车辆和人形机器人成为世界上最有价值的公司，远超其他公司，特斯拉的价值将远超过其后五大公司的总和。”自动驾驶是特斯拉人工智能业务第一步，在财报会议上马斯克表示，人形机器人的用途可能比汽车多1000倍，且更复杂，特斯拉很有可能在2025年交付数千台人形机器人，之后每年都会快速增长。马斯克在财报业绩会上直言：“2025年可能是特斯拉历史上最开创性的一年，甚至可能比之前Roadster和S3XY车型发布的年份还重要。”本季度前瞻尽管上季度财报会议马斯克放下豪言，但特斯拉目前正在经历史上最严重的危机之一，短短数月市值已缩水一半。尽管市场调整和过高估值是背后关键因素，但当前致其股价暴跌的原因与以往略有不同。全球电动汽车市场的的竞争格局，以及马斯克本人的“双重角色”，这两大因素都可能将特斯拉推向深渊，若要扭转看跌趋势，将特斯拉转变为真正的科技公司或许关键，但目前难言可靠，因为电动汽车业务仍是公司营收和利润的主要驱动力。全球电动汽车市场竞争格局一季度，在欧洲电车销量总体上行的市场中，特斯拉在欧洲所有国家（英国除外）的销量均出现下滑，整体同比下降37%。在德国、法国等重要市场，特斯拉的销量降幅较上一年同期更是达到了62%、41%。特斯拉在欧洲卖不动了，背后不仅是更激烈的竞争，也折射出消费者对品牌的态度出现重大转变，特斯拉产品矩阵单一，车型老化，出现竞争乏力，也无法给销量增长带来支撑。在多个市场特斯拉都感受到竞争压力，尤其在中国，许多本土汽车制造商提供更低价且技术含量更高的产品，如比亚迪宣布了电池充电技术突破。此外，中国车企还在拉丁美洲等市场抢占份额，特斯拉虽在高端车领域领先，但缺乏低成本电动汽车，正在不断丢失市场份额。目前，比亚迪在销量和总营收上均已超越特斯拉，且可能继续获更多市场份额。在效率方面，比亚迪不仅缩小了与特斯拉的运营利润率差距，甚至实现超越，其具备车型多样化、生产成本低、规模经济和政府补贴等优势。上一季度，中国是特斯拉在全球市场中为数不多的亮点。13.7万辆的交付数据，同比增长3.6%，创下特斯拉进入中国市场以来的单季销量新高。若受关税影响后继乏力，特斯拉首季度业绩可能触及“谷底”。电动汽车相关业务中为数不多的亮点是，公司近期透过优惠清空旧型号库存，为已开始付运的新款Model Y铺路，而平价新车型的推出进展可能成为关键增长动力。马斯克此前透露：“我们现有的工厂正在积极筹备2025年新产品的推出，其中包括更经济实惠的车型。”据悉，新车型售价预计在18万人民币左右，定位低于Model3，将融合下一代平台的创新技术与当前平台的成熟特性，有望在现有生产线上高效生产。马斯克的双重角色对特斯拉的影响此前，马斯克曾是特斯拉的“重要资产”，如今却成为了“负债”：由于与特朗普政府联系紧密，损害了他在部分崇拜者内心的形象，进而也将影响到特斯拉的业绩表现。目前，马斯克还负责美国政府效率部门项目，削减开支的同时也树敌众多。曾经特斯拉主要客户和投资者支持马斯克，现在马斯克激怒了这些偏左翼群体，DOGE 宣布裁员，也让很多人对马斯克的做法感到厌恶或愤怒。在关税政策引发全球股市大跌后，马斯克一改往日沉默态度，公开抨击特朗普政府首席贸易顾问纳瓦罗，并呼吁建立更自由的全球贸易环境。但马斯克在特朗普政府的身份并未使特斯拉获得太多豁免，公司涉及的汽车零部件分散在全球，部分供应链严重依赖中国进口，供应链公司的成本攀升，特斯拉也避免不了承担相应代价。这也会打乱今年特斯拉的“经济适用型”车型的销量计划。据媒体报道，特斯拉北美目前仍直接向中国进口锂电池、锂电池材料、压铸件、内饰件等核心汽车零部件，特斯拉短期内无法在美国找到同时满足产能、质量、效率要求的备选供应商。看好特斯拉的人期望其营收和利润增长主要来自新技术销售，但专家认为特斯拉在相关技术上不一定领先于 Waymo 或中国车企。特斯拉的机器人擎天柱仍在研发中，竞争激烈，但中国公司也在抢占市场。评级与目标价彭博统计数据显示，根据60家知名券商机构对特斯拉的最新评级，“买入”评级占比为55%，目标价均价318.04美元，较本周二（10月15日）美股收盘价溢价26%。加拿大皇家银行（RBC）分析师Tom Narayan在一份报告中写道：“第一季度的业绩可能会受益于 3 月份在关税实施前的提前购买行为。”特斯拉在美国销售的汽车没有一辆是进口的，所以与大多数汽车制造商相比，它受关税的影响较小。Tom Narayan表示，特斯拉的重点将是 “第二季度推出的新款亲民车型，以及 6 月份推出的奥斯汀自动驾驶出租车服务”，他还补充道：“市场预期已经相当低了，任何利好消息都可能推动股价上涨。”摩根士丹利分析师Adam Jonas在报告中重申了对特斯拉股票 410 美元的目标价和 “增持” 评级，他指出，马斯克对机器人技术、自动驾驶和储能领域的关注，可能会为这只遭受重创的股票带来长期价值。Adam Jonas认为，特斯拉在 “实体人工智能的关键领域，包括数据、机器人技术、储能、计算和制造等领域所具备的能力，带来了增长和利润机会，这远远超过了正面临压力的传统电动汽车业务”，这些能力将足以抵消近期对关税风险的担忧。“无论近期的政策走向如何，我们相信，‘实体人工智能’ 的发展将见证机器的大量涌现…… 在工厂中，机器在极少的人工干预下制造机器，从而‘生产’劳动力的能力…… 可能会改变诸如抚养比、退休年龄和人均国内生产总值等历史衡量标准。”研究机构Cash Flow Venue则指出，特斯拉销量下滑自然令人担忧，但总体市场规模是在缩小还是在扩大也很重要，因为在蛋糕缩水时销量下滑，与蛋糕变大时销量下滑截然不同。不幸的是，特斯拉属于后者。数据显示，美国的电动汽车市场持续增长，2025 年第一季度与 2024 年第一季度相比，销量增长了约 11%。与此同时，特斯拉的销量却下降了约 9%，这无疑令人担忧。尽管特斯拉在美国仍占据主导地位，市场份额约为 44%，但它曾经的份额约为 51%。在市场不断扩大的情况下销量却下滑，特斯拉的市场份额被其他竞争对手，甚至是一些传统汽车制造商所抢占。因此，该机构给予特斯拉 “强烈卖出” 的评级，并认为其股价仍有较大的下跌空间。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":2742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422324111557080,"gmtCreate":1744136398499,"gmtModify":1744144666005,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"我看马更蠢，支持了个疯子，自作自受","listText":"我看马更蠢，支持了个疯子，自作自受","text":"我看马更蠢，支持了个疯子，自作自受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422324111557080","repostId":"2525811822","repostType":2,"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421778619015568,"gmtCreate":1744004419500,"gmtModify":1744005815569,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201727578330582","authorIdStr":"4201727578330582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","text":"$小米集团-W(01810)$ 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421778619015568","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":541049620517800,"gmtCreate":1773110259260,"gmtModify":1773110261949,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"泼妇一个，得追究","listText":"泼妇一个，得追究","text":"泼妇一个，得追究","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541049620517800","repostId":"2618609074","repostType":2,"repost":{"id":"2618609074","kind":"news","pubTimestamp":1773106140,"share":"https://www.laohu8.com/m/news/2618609074?lang=zh_CN&edition=full","pubTime":"2026-03-10 09:29","market":"fut","language":"zh","title":"宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主","url":"https://stock-news.laohu8.com/highlight/detail?id=2618609074","media":"5D调查","summary":"近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流豪华品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。","content":"<html><body><div>\n<p>　　近日，有博主爆料一宝马门店销售在直播中疑似贬低<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车、侮辱<a href=\"https://laohu8.com/S/01810\">小米</a>车主。</p>\n<p>　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。</p>\n<p>　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。</p>\n<p>　　3月10日早间，对此，<a href=\"https://laohu8.com/S/81810\">小米</a>产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/410/w550h660/20260310/e588-7c3be2adf55208619f8ee93625fb6478.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/146/w550h1196/20260310/f15e-c5645dd50409ae5fe2ddff2af0b166da.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/front20260310ac/63/w690h2573/20260310/3f2e-a31fc340d5e36af12458dabb19db2fdd.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/521/w477h844/20260310/f884-dade3de92713978efc45489341ac738c.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主</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宝马门店销售疑似贬低小米汽车，潘九堂回应：宝马是伟大的车企，很多亲朋都是车主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 09:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml><strong>5D调查</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。\n　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。\n　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。\n　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1589":"北水核心资产","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1618":"Manus概念股","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BMWYY":"宝马汽车","BK1615":"港股-互联网","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","01810":"小米集团-W","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1607":"新IT概念","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1521":"挪威政府全球养老基金持仓","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","BK1575":"同股不同权","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/chanjing/wddc/2026-03-10/doc-inhqneyw3441015.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2618609074","content_text":"近日，有博主爆料一宝马门店销售在直播中疑似贬低小米汽车、侮辱小米车主。\n　　博主发布的视频中显示，该宝马门店销售称“宝马汽车质量好，比‘大米汽车’好多了，那个是杂粮品牌”。\n　　此外，5D调查注意到，根据博主提供的截图显示，该销售疑似为宝诚中环上海宝马5S店员工。\n　　3月10日早间，对此，小米产业投资部合伙人潘九堂转发该微博表示，宝马是伟大的车企，很多亲朋都是车主；智者开放/持续学习新事物，其实小米汽车上市后，大部分欧洲/日韩顶尖车企/主流豪华品牌的高层都组团来交流过，部分还表达了合作意向；欢迎大家多试驾/多对比，车好不好，开一开、问问真实车主，最有说服力。\n\n\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"XIACY":1.93,"BMWYY":1.91,"01810":1.93}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454059584099024,"gmtCreate":1751876291065,"gmtModify":1751877061218,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","text":"$特斯拉(TSLA)$ 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454059584099024","repostId":"1138350230","repostType":2,"repost":{"id":"1138350230","kind":"news","pubTimestamp":1751865486,"share":"https://www.laohu8.com/m/news/1138350230?lang=zh_CN&edition=full","pubTime":"2025-07-07 13:18","market":"us","language":"zh","title":"马斯克的“美国党”对特斯拉股票意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138350230","media":"Barrons巴伦","summary":"周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。这一举动是在马斯克强烈反对总统唐纳德·特朗普签署的“一项伟大而美丽的法案”之后做出的。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。艾夫斯预计特斯拉股价周一将承压。斯托克顿并不是在对特斯拉股票做基本面判断。","content":"<html><head></head><body><p>7月7日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ccd0e28f2cf6d24327529e580dffee7\" title=\"\" tg-width=\"870\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/165a580f2f3528f603e3c5ebb82a785f\" title=\"\" tg-width=\"867\" tg-height=\"835\"/></p><p>那些希望<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。</p><p>周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。</p><p>这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。</p><p>但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p><p>“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。</p><p>特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。</p><p>政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。</p><p>截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94bc1b0bf32864fe1425cde9831eebde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”</p><p>艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。</p><p>Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。</p><p>斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。</p><p>至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”</p></body></html>","source":"lsy1748071825094","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克的“美国党”对特斯拉股票意味着什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克的“美国党”对特斯拉股票意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg><strong>Barrons巴伦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLL":"2倍做多TSLA ETF-Direxion","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","DXYZ":"Destiny Tech100 Inc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4612":"AI芯片","BK4592":"伊斯兰概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC"},"source_url":"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138350230","content_text":"7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形机器人。“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540711894209272,"gmtCreate":1773047857192,"gmtModify":1773047859565,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"你谁呀，只有你信不过，也无需取信于你","listText":"你谁呀，只有你信不过，也无需取信于你","text":"你谁呀，只有你信不过，也无需取信于你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540711894209272","repostId":"2617666886","repostType":2,"repost":{"id":"2617666886","kind":"news","pubTimestamp":1772924589,"share":"https://www.laohu8.com/m/news/2617666886?lang=zh_CN&edition=full","pubTime":"2026-03-08 07:03","market":"hk","language":"zh","title":"小米，还信不信得过？","url":"https://stock-news.laohu8.com/highlight/detail?id=2617666886","media":"科技 always online","summary":"十五年时间，小米长成了巨兽。得看你是问哪个阶段的小米。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。造车，把小米的信任地基震松了。去年召回11.69万辆，占当时交付量近一半。当年挑战巨头的小米，如今自己成了巨头。小米需要一场彻底的“制造业转型”。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。","content":"<html><body><article><p>十五年时间，小米<a href=\"https://laohu8.com/S/BFI.SI\">长成</a>了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。</p><p>这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260308071520903v201xcti764798e\"/><p><strong>一、那些攒下信任的时刻</strong></p><p>早期的雷军，是真能让人信服的。</p><p>一碗<a href=\"https://laohu8.com/S/XIACY\">小米</a>粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司食堂，活成“<a href=\"https://laohu8.com/S/000931\">中关村</a>劳模”。他带着团队在论坛和百万“米粉”一起抠MIUI的细节，让用户觉得“这公司是我们一起养大的”。</p><p>信任就是这么攒起来的：用极致的性价比，用近乎笨拙的真诚，用“我们和你一样”的共鸣。</p><p><strong>二、裂痕是怎么出现的？</strong></p><p>造车，把<a href=\"https://laohu8.com/S/01810\">小米</a>的信任地基震松了。</p><p>最致命的是安全。去年召回11.69万辆，占当时交付量近一半。官方解释总是很“技术”——“碰撞风险”、“系统故障”。但人命关天的事，这种冷静到近乎冰冷的回应，让人脊背发凉。</p><p>营销的套路也越来越深。续航数据永远在<a href=\"https://laohu8.com/S/LI\">理想</a>工况下，“1300公里只充一次电”这种话术，剥离了特定条件，就成了文字游戏。4.2万的碳纤维前盖被质疑是“装饰件”，宣传时“世界最快”，OTA后功率直接腰斩。</p><p>当用户开始逐字逐句研究你的宣传语，寻找里面埋的坑时，信任就已经破产了。</p><p><strong>三、矛盾在骨头里</strong></p><p><a href=\"https://laohu8.com/S/81810\">小米</a>的困局，是两种DNA的冲突。</p><p>互联网的“快”基因，撞上了造车的“慢”法则。三年造出SU7，是供应链整合的奇迹，但安全需要时间沉淀。70%以上核心件靠外采，自己更像是“超级组装厂”。可车和手机不一样，手机死机重启就行，车出事是要命的。</p><p>更麻烦的是身份转变。当年挑战巨头的小米，如今自己成了巨头。可雷军的沟通话术还带着“受害者”姿态，公众不再买账了——“你都万亿市值了，还跟我们装什么委屈？”</p><p>性价比曾是屠龙刀，现在成了自己的枷锁。想冲高端，定价上了30万，但核心技术护城河没跟上。消费者心里有杆秤：你的“高端”，到底值不值这个溢价？</p><p><strong>四、还能回头吗？</strong></p><p>最讽刺的是，就在一片骂声中，有SU7车主出严重车祸，车废了，人没事，转头又下单一辆一模一样的。他说：“任何广告，都不如这句‘我再买一辆’有说服力。”</p><p>这或许指出了唯一的路：用产品，一寸一寸把信任挣回来。</p><p>雷军最近承认“被打懵了”，说要“十倍投入安全”。态度是对的，但公众要的不是表态，是结果。</p><p>小米需要一场彻底的“制造业转型”。忘掉流量玩法，回到最笨的路径：死磕品控，透明沟通，把售后体系扎扎实实建起来。在安全问题上，没有“性价比”可谈，只有“必须做到”。</p><p>值不值得信赖？现在下结论还早。</p><p>但可以确定的是，信任就像一面镜子，碎了就是碎了。即使用最好的胶水粘起来，裂痕也永远在那里。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。</p><p>真正的考验才刚刚开始。因为重建信任，比建立信任，要难十倍。</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>小米，还信不信得过？</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小米，还信不信得过？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-08 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b><strong>科技 always online</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>十五年时间，小米长成了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。一、那些攒下信任的时刻早期的雷军，是真能让人信服的。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1575":"同股不同权","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU0823426480.USD":"法巴中国股票经典Dis","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","01810":"小米集团-W","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1589":"北水核心资产","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1618":"Manus概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK1615":"港股-互联网","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK1502":"双十一","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1523":"武汉本地概念股","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","BK1521":"挪威政府全球养老基金持仓","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK1607":"新IT概念","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1610":"ETF&股票定投概念","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308071522a6ade2ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617666886","content_text":"十五年时间，小米长成了巨兽。万亿市值，世界500强，SU7一年交付25万辆。但去年那场高速起火致3人死亡的事故，把一切光鲜表面烧穿了。这问题，已经没法用简单的是非来答了。得看你是问哪个阶段的小米。一、那些攒下信任的时刻早期的雷军，是真能让人信服的。一碗小米粥创业，用1999元的价格把智能手机拉到百姓家。这不是商业策略，是一种价值宣言：科技不该是奢侈品。雷军本人更是最好的代言——穿凡客T恤，吃公司食堂，活成“中关村劳模”。他带着团队在论坛和百万“米粉”一起抠MIUI的细节，让用户觉得“这公司是我们一起养大的”。信任就是这么攒起来的：用极致的性价比，用近乎笨拙的真诚，用“我们和你一样”的共鸣。二、裂痕是怎么出现的？造车，把小米的信任地基震松了。最致命的是安全。去年召回11.69万辆，占当时交付量近一半。官方解释总是很“技术”——“碰撞风险”、“系统故障”。但人命关天的事，这种冷静到近乎冰冷的回应，让人脊背发凉。营销的套路也越来越深。续航数据永远在理想工况下，“1300公里只充一次电”这种话术，剥离了特定条件，就成了文字游戏。4.2万的碳纤维前盖被质疑是“装饰件”，宣传时“世界最快”，OTA后功率直接腰斩。当用户开始逐字逐句研究你的宣传语，寻找里面埋的坑时，信任就已经破产了。三、矛盾在骨头里小米的困局，是两种DNA的冲突。互联网的“快”基因，撞上了造车的“慢”法则。三年造出SU7，是供应链整合的奇迹，但安全需要时间沉淀。70%以上核心件靠外采，自己更像是“超级组装厂”。可车和手机不一样，手机死机重启就行，车出事是要命的。更麻烦的是身份转变。当年挑战巨头的小米，如今自己成了巨头。可雷军的沟通话术还带着“受害者”姿态，公众不再买账了——“你都万亿市值了，还跟我们装什么委屈？”性价比曾是屠龙刀，现在成了自己的枷锁。想冲高端，定价上了30万，但核心技术护城河没跟上。消费者心里有杆秤：你的“高端”，到底值不值这个溢价？四、还能回头吗？最讽刺的是，就在一片骂声中，有SU7车主出严重车祸，车废了，人没事，转头又下单一辆一模一样的。他说：“任何广告，都不如这句‘我再买一辆’有说服力。”这或许指出了唯一的路：用产品，一寸一寸把信任挣回来。雷军最近承认“被打懵了”，说要“十倍投入安全”。态度是对的，但公众要的不是表态，是结果。小米需要一场彻底的“制造业转型”。忘掉流量玩法，回到最笨的路径：死磕品控，透明沟通，把售后体系扎扎实实建起来。在安全问题上，没有“性价比”可谈，只有“必须做到”。值不值得信赖？现在下结论还早。但可以确定的是，信任就像一面镜子，碎了就是碎了。即使用最好的胶水粘起来，裂痕也永远在那里。小米要做的，不是让人们忘记裂痕，而是用下一款产品、下一次回应，证明镜子里照出来的，依然是一张值得托付的脸。真正的考验才刚刚开始。因为重建信任，比建立信任，要难十倍。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.96,"MIUmain":0.6,"XIACY":1.96,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468992340660288,"gmtCreate":1755503034124,"gmtModify":1755503418917,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"特朗普脑子差不多全坏了了吧，还有人理会啊","listText":"特朗普脑子差不多全坏了了吧，还有人理会啊","text":"特朗普脑子差不多全坏了了吧，还有人理会啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/468992340660288","repostId":"1183522475","repostType":2,"repost":{"id":"1183522475","kind":"news","pubTimestamp":1755269046,"share":"https://www.laohu8.com/m/news/1183522475?lang=zh_CN&edition=full","pubTime":"2025-08-15 22:44","market":"us","language":"zh","title":"半导体关税风暴将至？特朗普宣称税率或高达300%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522475","media":"智通财经网","summary":"美国商务部已启动对半导体和制药业的调查。","content":"<html><head></head><body><p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，<strong>他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。</strong>特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”</p><p>在周五的最新表态中，<strong>特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：&#34;我的税率会定在200%还是300%?&#34;</strong></p><p>截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b183e69cd792dd86f54368077a442d0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。</p><p style=\"text-align: justify;\">自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以&#34;国家安全&#34;为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。</p><p style=\"text-align: justify;\">由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。</p><p style=\"text-align: justify;\">上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。</p><p style=\"text-align: justify;\">此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会：&#34;我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。&#34;</p><p style=\"text-align: justify;\">近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。</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>半导体关税风暴将至？特朗普宣称税率或高达300%</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半导体关税风暴将至？特朗普宣称税率或高达300%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 22:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330454.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330454.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"QCOM":"高通","AMD":"美国超微公司","AVGO":"博通","NVDA":"英伟达","ARM":"ARM Holdings","TSM":"台积电","INTC":"英特尔","SMCI":"超微电脑","MU":"美光科技"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330454.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183522475","content_text":"美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以\"国家安全\"为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会：\"我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。\"近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。","news_type":1,"symbols_score_info":{"INTC":1.1,"AVGO":1.1,"NVDA":1.1,"MU":1.1,"TSM":1.1,"SMCI":1.1,"QCOM":1.1,"ARM":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"content":"[开心]通常意义上叫做脑残","text":"[开心]通常意义上叫做脑残","html":"[开心]通常意义上叫做脑残"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517278898681024,"gmtCreate":1767318083401,"gmtModify":1767318085887,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"小米机器人快赶上了，股价一飞冲天","listText":"小米机器人快赶上了，股价一飞冲天","text":"小米机器人快赶上了，股价一飞冲天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517278898681024","repostId":"1100335627","repostType":2,"repost":{"id":"1100335627","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":1767229731,"share":"https://www.laohu8.com/m/news/1100335627?lang=zh_CN&edition=full","pubTime":"2026-01-01 09:08","market":"hk","language":"zh","title":"小米汽车2025年12月交付量超过5万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1100335627","media":"老虎资讯综合","summary":"1月1日，小米汽车：2025年12月，小米汽车交付量超过5万台>>","content":"<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></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>小米汽车2025年12月交付量超过5万台</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小米汽车2025年12月交付量超过5万台\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\">2026-01-01 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/203db9e0e1cdb7f01bed903db31cb6f7","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100335627","content_text":"1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。","news_type":1,"symbols_score_info":{"XIACY":2,"01810":1}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452311194141208,"gmtCreate":1751450682481,"gmtModify":1751450964041,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"软蛋包，三年时间忍忍就过去了","listText":"软蛋包，三年时间忍忍就过去了","text":"软蛋包，三年时间忍忍就过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452311194141208","repostId":"1120804839","repostType":2,"repost":{"id":"1120804839","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":1751448643,"share":"https://www.laohu8.com/m/news/1120804839?lang=zh_CN&edition=full","pubTime":"2025-07-02 17:30","market":"us","language":"zh","title":"又缓和了？马斯克在社媒上发文称赞特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=1120804839","media":"老虎资讯综合","summary":"称赞特朗普在解决地区冲突中发挥的作用。","content":"<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>又缓和了？马斯克在社媒上发文称赞特朗普</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又缓和了？马斯克在社媒上发文称赞特朗普\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-02 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/173fde582312fee7c623bc652b87a77f","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120804839","content_text":"特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。截至发稿，特斯拉盘前涨超1%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421778619015568,"gmtCreate":1744004419500,"gmtModify":1744005815569,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","text":"$小米集团-W(01810)$ 特朗普顾问说的对，不卖就不会亏钱，投资股市就要有先做好准备迎接大跌的觉悟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421778619015568","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472351213428976,"gmtCreate":1756351711787,"gmtModify":1756351713296,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"班门弄大斧，卷是小米看家本领","listText":"班门弄大斧，卷是小米看家本领","text":"班门弄大斧，卷是小米看家本领","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472351213428976","repostId":"2562747068","repostType":2,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456707032867288,"gmtCreate":1752538171441,"gmtModify":1752542982337,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[{"img":"https://static.tigerbbs.com/bd061f26f762b9a19357b694551d6db7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456707032867288","repostId":"1107049517","repostType":2,"repost":{"id":"1107049517","kind":"news","pubTimestamp":1752473419,"share":"https://www.laohu8.com/m/news/1107049517?lang=zh_CN&edition=full","pubTime":"2025-07-14 14:10","market":"us","language":"zh","title":"黄仁勋来北京了？和雷军的合照被曝，二人笑意满满","url":"https://stock-news.laohu8.com/highlight/detail?id=1107049517","media":"三言Pro","summary":"7月14日，$英伟达$CEO黄仁勋与$小米$创始人雷军会面的照片曝光。受出口管制影响，英伟达一季度二季度累计损失135亿美元收入，因此黄仁勋来华一举一动都备受关注。此前，有消息称，黄仁勋将于近期第三次来华，并将于7月16日召开媒体沟通会。4月，黄仁勋再次来华，行程更为引人瞩目，他在接受采访时表示，中国大陆是英伟达非常重要的市场，希望能够继续合作。值得一提的是，黄仁勋与雷军的渊源颇深。","content":"<html><head></head><body><p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？</p><p>今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。</p><p>但是结合北京现在的天气情况，合影的真实性存疑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db70c86780897274f804a4de11dbbca4\" tg-width=\"1080\" tg-height=\"1356\"/></p><p>据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。</p><p>报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。</p><p>上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。</p><p>而最新小米在新能源汽车行业也创造一个奇迹。</p><p>可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。</p><p>其实，在手机时代英伟达和小米就有不错的交情。</p><p>2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21d09e8ff3c86a7cb45cb754f8b41f19\" tg-width=\"800\" tg-height=\"420\"/></p><p>如今，到了汽车时代，英伟达和小米汽车继续合作。</p><p>10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。</p></body></html>","source":"lsy1677840466995","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>黄仁勋来北京了？和雷军的合照被曝，二人笑意满满</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黄仁勋来北京了？和雷军的合照被曝，二人笑意满满\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ><strong>三言Pro</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c52ba759923af526cbeba91b8305697","relate_stocks":{"01810":"小米集团-W","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107049517","content_text":"在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。而最新小米在新能源汽车行业也创造一个奇迹。可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。其实，在手机时代英伟达和小米就有不错的交情。2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”如今，到了汽车时代，英伟达和小米汽车继续合作。10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。","news_type":1,"symbols_score_info":{"NVDA":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456534033698912,"gmtCreate":1752495759848,"gmtModify":1752495760815,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"htmlText":"明天通通拉爆","listText":"明天通通拉爆","text":"明天通通拉爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456534033698912","repostId":"2551902869","repostType":2,"repost":{"id":"2551902869","kind":"news","pubTimestamp":1752481823,"share":"https://www.laohu8.com/m/news/2551902869?lang=zh_CN&edition=full","pubTime":"2025-07-14 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551902869","media":"市场透视","summary":"小米集团-W北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%</p><p>更多个股卖空数据请看下面视窗：</p><p>卖空数据是观测市场多空博弈的关键指标：</p><p>短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。</p><p>需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%</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每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团-W（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","HXXD.SI":"Xiaomi HK SDR 2to1","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","01810":"小米集团-W","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1618":"Manus概念股","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172414a4498dfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2551902869","content_text":"小米集团-W（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}