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天空使者
天空使者
·
09-19 22:14
$英特尔(INTC)$
交出你们的筹码
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天空使者
天空使者
·
09-19 18:13
手里没有筹码的🤡
花旗：将英特尔评级从中性下调至卖出
花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。
花旗：将英特尔评级从中性下调至卖出
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天空使者
天空使者
·
09-02
cfo可以开掉了 天天在外面发利空消息
Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake
虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。
Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake
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天空使者
天空使者
·
08-25
跟懂王炒股 巴菲特都得认输
几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔
智通财经APP获悉，美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。
几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔
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天空使者
天空使者
·
08-07
跟懂王一起抄底
美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职
8月7日（周四），美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。
美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职
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天空使者
天空使者
·
08-07
$英特尔(INTC)$
懂王开始炒intel 逢低补
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天空使者
天空使者
·
08-06
$美国超微公司(AMD)$
崩盘了
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天空使者
天空使者
·
07-25
怎么屏蔽这个华尔街？
特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”
汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。
特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”
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天空使者
天空使者
·
07-22
$霸王茶姬(CHA)$
古茗都上天了，你还在遁地
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天空使者
天空使者
·
07-11
冲，没有利空了，挤出这么一篇文章来
特斯拉“拖延症”引发股东不满：年度大会迟到四个月
据外媒7月11日报道，此前数十名股东质问会议拖延原因，并致信要求按法律安排会议，周四特斯拉虽确定11月6日开会，但这一日期比法定截止日期晚了四个月。根据特斯拉注册地得克萨斯州的法律规定，企业召开年度股东大会的间隔不得超过13个月。对于特斯拉而言，最终期限就是本周日，此次特斯拉的拖延遭到股东质疑。信中称鉴于特斯拉面临严格审查，这种拖延令人担忧。对于会议推迟原因，特斯拉未作说明也未回应置评请求。
特斯拉“拖延症”引发股东不满：年度大会迟到四个月
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ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2568548742","content_text":"花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。","news_type":1,"symbols_score_info":{"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474134253895816,"gmtCreate":1756787536860,"gmtModify":1756787539089,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"cfo可以开掉了 天天在外面发利空消息","listText":"cfo可以开掉了 天天在外面发利空消息","text":"cfo可以开掉了 天天在外面发利空消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474134253895816","repostId":"2564824965","repostType":2,"repost":{"id":"2564824965","kind":"news","pubTimestamp":1756780271,"share":"https://www.laohu8.com/m/news/2564824965?lang=&edition=full","pubTime":"2025-09-02 10:31","market":"us","language":"zh","title":"Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake","url":"https://stock-news.laohu8.com/highlight/detail?id=2564824965","media":"PConline太平洋...","summary":"虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","content":"<html><body><article><p>IntelCFODavidZinsner在<a href=\"https://laohu8.com/S/DB\">德意志银行</a>2025年技术大会上公开承认今年的ArrowLake是失败的。</p><p>DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”</p><img src=\"https://inews.gtimg.com/om_bt/OIqTneFMMW64wflCWnMhnt1tcK7wfX1CbQkQnQ4XL9xucAA/0\"/><p>虽然DavidZinsner并没有点出<a href=\"https://laohu8.com/S/AMD\">AMD</a>，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。</p><img src=\"https://inews.gtimg.com/om_bt/ODSB1rLVAvFS7kJDwMeLMnGCzXp-7yURDiqC6XBu1NwxoAA/0\"/><p>在ArrowLake上市初期，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。</p><p>似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。</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>Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","D":"道明尼资源","AMD":"美国超微公司","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念","BK4612":"AI芯片","BK4588":"碎股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4605":"半导体精选","TC":"Token Cat Ltd","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" 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巴菲特都得认输","listText":"跟懂王炒股 巴菲特都得认输","text":"跟懂王炒股 巴菲特都得认输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471456139493384","repostId":"2562292995","repostType":2,"repost":{"id":"2562292995","kind":"news","pubTimestamp":1756097755,"share":"https://www.laohu8.com/m/news/2562292995?lang=&edition=full","pubTime":"2025-08-25 12:55","market":"us","language":"zh","title":"几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔","url":"https://stock-news.laohu8.com/highlight/detail?id=2562292995","media":"智通财经","summary":"智通财经APP获悉，美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。","content":"<html><head></head><body><p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。</p><p>据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。</p><p>英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。</p><p>卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。</p><p>他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”</p><p>Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。</p><p>与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。</p><p>Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”</p><p>他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“</p><p>这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”</p><p>最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。</p><p>Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”</p><p>此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔</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几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 12:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1334281.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1334281.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI"},"source_url":"http://www.zhitongcaijing.com/content/detail/1334281.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562292995","content_text":"美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465080452526368,"gmtCreate":1754569844916,"gmtModify":1754569846568,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"跟懂王一起抄底","listText":"跟懂王一起抄底","text":"跟懂王一起抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465080452526368","repostId":"1173597457","repostType":2,"repost":{"id":"1173597457","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":1754567029,"share":"https://www.laohu8.com/m/news/1173597457?lang=&edition=full","pubTime":"2025-08-07 19:43","market":"us","language":"zh","title":"美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1173597457","media":"老虎资讯综合","summary":"8月7日（周四），美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","content":"<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></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>美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职\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\">2025-08-07 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465071023419736,"gmtCreate":1754568211096,"gmtModify":1754568212356,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 懂王开始炒intel 逢低补","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 懂王开始炒intel 逢低补","text":"$英特尔(INTC)$ 懂王开始炒intel 逢低补","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465071023419736","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464755243561248,"gmtCreate":1754490448196,"gmtModify":1754490449946,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 崩盘了 ","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 崩盘了 ","text":"$美国超微公司(AMD)$ 崩盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464755243561248","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460585222041608,"gmtCreate":1753456989010,"gmtModify":1753458130105,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"怎么屏蔽这个华尔街？","listText":"怎么屏蔽这个华尔街？","text":"怎么屏蔽这个华尔街？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460585222041608","repostId":"2554175982","repostType":2,"repost":{"id":"2554175982","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753424940,"share":"https://www.laohu8.com/m/news/2554175982?lang=&edition=full","pubTime":"2025-07-25 14:29","market":"us","language":"zh","title":"特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554175982","media":"华尔街见闻","summary":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。","content":"<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 14:29 北京时间 <a href=https://wallstreetcn.com/articles/3751869><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3751869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3751869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554175982","content_text":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。Robotaxi三大关键挑战：技术、消费习惯与盈利能力报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：1. 技术可靠性存疑：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。2. 消费者行为转变困难：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。3. 盈利能力证明缺失：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：Robotaxi进展缓慢：奥斯汀试点项目成果有限。Optimus人形机器人重新设计：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。汇丰表示，交付的时间和规模是他们的首要担忧。特斯拉业绩承压，汇丰维持“减持”评级汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。","news_type":1,"symbols_score_info":{"HSBC":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459302143177440,"gmtCreate":1753171675937,"gmtModify":1753171677208,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a 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古茗都上天了，你还在遁地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459302143177440","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455432202097472,"gmtCreate":1752226310798,"gmtModify":1752226312614,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"冲，没有利空了，挤出这么一篇文章来","listText":"冲，没有利空了，挤出这么一篇文章来","text":"冲，没有利空了，挤出这么一篇文章来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455432202097472","repostId":"2550148936","repostType":2,"repost":{"id":"2550148936","kind":"news","pubTimestamp":1752225757,"share":"https://www.laohu8.com/m/news/2550148936?lang=&edition=full","pubTime":"2025-07-11 17:22","market":"us","language":"zh","title":"特斯拉“拖延症”引发股东不满：年度大会迟到四个月","url":"https://stock-news.laohu8.com/highlight/detail?id=2550148936","media":"环球网","summary":"据外媒7月11日报道，此前数十名股东质问会议拖延原因，并致信要求按法律安排会议，周四特斯拉虽确定11月6日开会，但这一日期比法定截止日期晚了四个月。根据特斯拉注册地得克萨斯州的法律规定，企业召开年度股东大会的间隔不得超过13个月。对于特斯拉而言，最终期限就是本周日，此次特斯拉的拖延遭到股东质疑。信中称鉴于特斯拉面临严格审查，这种拖延令人担忧。对于会议推迟原因，特斯拉未作说明也未回应置评请求。","content":"<html><body><article><p>【环球网科技综合报道】近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在确定年度股东大会日期一事上引发诸多关注。据外媒7月11日报道，此前数十名股东质问会议拖延原因，并致信要求按法律安排会议，周四特斯拉虽确定11月6日开会，但这一日期比法定截止日期晚了四个月。</p><img src=\"https://img.huanqiucdn.cn/dp/api/files/imageDir/a11e2b860611fc6e14ae50abe255a768u1.png?imageView2/2/w/1260\"/><p>根据特斯拉注册地得克萨斯州的法律规定，企业召开年度股东大会的间隔不得超过13个月。对于特斯拉而言，最终期限就是本周日（7月13日），此次特斯拉的拖延遭到股东质疑。信中称鉴于特斯拉面临严格审查，这种拖延令人担忧。这一分歧凸显出特斯拉的困境，就连华尔街长期粉丝也对其方向和特斯拉CEO马斯克表示担忧。</p><p>据外媒报道，年度股东大会本为股东与董事会、马斯克直接对话提供机会，但现实中股东权力有限。会议上股东虽可提问，但公司常控制提问机会，且较难通过代理权争夺改变公司政策或更换董事。</p><p>马里兰州的审计长<a href=\"https://laohu8.com/S/BRKR\">布鲁克</a>·利尔曼公开表示：“我很难想象其他大公司的董事会会像特斯拉董事会这样，任由股价暴跌和首席执行官的有害行为发生。”据了解，马里兰州的退休和养老金系统持有约1.75亿美元的特斯拉股票。</p><p>外媒指出，特斯拉目前面临诸多难题，如历史最严重销售下滑、利润股价暴跌、美国电动汽车激励政策调整或致损失数十亿，还有马斯克政治活动及此前关联造成品牌损害等。对于会议推迟原因，特斯拉未作说明也未回应置评请求。（旺旺）</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“拖延症”引发股东不满：年度大会迟到四个月</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711172415953e93c3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4543":"AI","LU1548497426.USD":"安联环球人工智能AT Acc","BK4527":"明星科技股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) 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A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711172415953e93c3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2550148936","content_text":"【环球网科技综合报道】近日，特斯拉在确定年度股东大会日期一事上引发诸多关注。据外媒7月11日报道，此前数十名股东质问会议拖延原因，并致信要求按法律安排会议，周四特斯拉虽确定11月6日开会，但这一日期比法定截止日期晚了四个月。根据特斯拉注册地得克萨斯州的法律规定，企业召开年度股东大会的间隔不得超过13个月。对于特斯拉而言，最终期限就是本周日（7月13日），此次特斯拉的拖延遭到股东质疑。信中称鉴于特斯拉面临严格审查，这种拖延令人担忧。这一分歧凸显出特斯拉的困境，就连华尔街长期粉丝也对其方向和特斯拉CEO马斯克表示担忧。据外媒报道，年度股东大会本为股东与董事会、马斯克直接对话提供机会，但现实中股东权力有限。会议上股东虽可提问，但公司常控制提问机会，且较难通过代理权争夺改变公司政策或更换董事。马里兰州的审计长布鲁克·利尔曼公开表示：“我很难想象其他大公司的董事会会像特斯拉董事会这样，任由股价暴跌和首席执行官的有害行为发生。”据了解，马里兰州的退休和养老金系统持有约1.75亿美元的特斯拉股票。外媒指出，特斯拉目前面临诸多难题，如历史最严重销售下滑、利润股价暴跌、美国电动汽车激励政策调整或致损失数十亿，还有马斯克政治活动及此前关联造成品牌损害等。对于会议推迟原因，特斯拉未作说明也未回应置评请求。（旺旺）","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}