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KEINS
KEINS
·
12-15
特斯拉急没急我不知道,你肯定急了。连你车企的名字都没提，你都急眼了，哎呦呦，吓尿了，是吧？
特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行
12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。
特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行
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KEINS
KEINS
·
11-26
$英伟达(NVDA)$
必须加仓
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1
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KEINS
KEINS
·
11-26
$谷歌A(GOOGL)$
巴菲特开始自救了。趁反弹赶紧抛
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KEINS
KEINS
·
11-26
$谷歌A(GOOGL)$
现在还敢杀进去？？找死。
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KEINS
KEINS
·
11-26
$谷歌A(GOOGL)$
坐等你高楼塌！！！ 谷歌的tpu只能自己用的好，给别人用，也用不太好。只能抢一些外围客户。 而且谷歌的ai也在蚕食自己的搜索流量，谷歌用户到底是用搜索还是用ai搜索？我很懵！ 谷歌轻推理，你问它问题，就推荐一堆链接。。好家伙，你自己不推理好给我，让我自己看链接？？？ 不做深入推理，使劲推链接，能保住广告流量 但却会被openai抢走客户，这年头谁还费劲搜索东西？ 要做深入推理，好吧，自己的广告业务必跌！！ 对于谷歌来说，进退维谷！此时炒作股价，谁接盘谁倒霉！
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KEINS
KEINS
·
11-25
$英伟达(NVDA)$
人人都想挑战，因为他因为它的生态护城河那么深，是你挑战的了的吗？ 陈而且伟达专注只做一件事儿。 你谷歌什么都想做，什么都想要，我告诉你，注定你什么都得不到。
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KEINS
KEINS
·
11-20
$小米集团-W(01810)$
哈哈哈，该
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KEINS
KEINS
·
11-18
赞同
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KEINS
KEINS
·
11-17
马斯克发表
@james duan：
$特斯拉(TSLA)$ 兄弟们今天发生了什么谁能告诉我
$特斯拉(TSLA)$ 兄弟们今天发生了什么谁能告诉我
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KEINS
KEINS
·
11-17
$英伟达(NVDA)$
装什么蛋呐？炒股票不就炒的预期吗？不就应该提前炒吗？当技术出现了，你再入股，你再持仓也晚啦。 你是不懂这个道理吗？你不懂这个道理，你买什么屁的股票啊？你直接存银行，，吃利息得了。 有病！ 不就想让别人给你抬微软和苹果的轿子吗？ 不就想让别人割肉清仓一伟达和和特斯拉嘛，然后你再接回来啊，你这点小心思，你撅屁股我就知道你要拉什么屎。
清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果
亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。
清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果
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18:16","market":"us","language":"zh","title":"特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行","url":"https://stock-news.laohu8.com/highlight/detail?id=2591617050","media":"太平洋汽车网","summary":"12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车 行业频道】12月15日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。</p><img src=\"https://inews.gtimg.com/om_bt/OhsPjB2JHYzlql10dpoqwkrwpERDA7ySrr1caVU2tLQVgAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OpaefuZNRkz5PS2_WiMP-m7ihGhn9f4Ytf1ul_ZwdD8UUAA/0\"/><p>在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。</p><img src=\"https://inews.gtimg.com/om_bt/OsvTCI5DlBAi4vwFjvKSAu3ZCODLnPlAq5F6rureWmr78AA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OVuQeugGF451uqkiHqo_Y8ZXejbvzvIwQt-nnM2-UCgh4AA/0\"/><p>特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3（询底价|查参配）重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。</p><p>特斯拉官方还给出解释：同等条件下，电池越重，车辆越重，电耗也就越高，续航提升越有限；电池越大，车越大，让电池跑起来的“损耗”也越大，而车身每减重10%，续航里程可提升5%-6%。</p><img src=\"https://inews.gtimg.com/om_bt/O1O-M9KcoIQa9zoil66zAWgMLqGyYDZST1zSaaZ3Y1BE0AA/0\"/><p>对于动力方面，特斯拉官方更是直言：宁少十马力，不多一公斤，再大的马力，配上过大的电池、过重的车身都无法发挥出优异的加速性能。对于看载重，更是嘲讽道有些车型看似车身尺寸大了，但能装的反而更少了。</p><img src=\"https://inews.gtimg.com/om_bt/ObKZn2Yx-y6G2SrMaGJDufbAvOG7Ge_xrq70QKBfz7H0kAA/0\"/><p>特斯拉官方还表示：电动车盲目堆料，堆出来的是风险；科学减重，留给消费者的是同级更优的载重、空间、能耗、操控.....最重要的是安全。减重不是偷工减料，而是实实在在的硬核科技。</p><img src=\"https://inews.gtimg.com/om_bt/OhBFwLsd1Iu3FhKPC5DGIjFax8VuKffe-F6cZV_fk7i50AA/0\"/><p>尽管以上这些话非常刺耳，但也确实很实在，而当下的特斯拉也有狂妄的底气，其Model 3长续航后轮驱动版仅搭载78.4度电池，CLTC纯电续航高达830km，整备质量仅1760kg；其Model Y（询底价|查参配）长续航后轮驱动版同样搭载78.4度电池，CLTC纯电续航达到821km，整备质量仅1891kg。</p><p>之前特斯拉Model Y焕新版刚发布时，就扬言“尽管对比”，引发热议，就连<a href=\"https://laohu8.com/S/XIACY\">小米</a>创办人、董事长兼CEO雷军都回应：好的。不知道这次特斯拉再公开“挑衅”各大友商，他们又作何回应？（文：太平洋汽车 吴启星）</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>特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 18:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&s=b><strong>太平洋汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【太平洋汽车 行业频道】12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。特斯拉官方提到：一味堆电池只会增加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&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":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。</p></blockquote><p>作为硅谷最具影响力的投资者之一，Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。</p><p>根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro LLC在第三季度完全退出了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的投资。这一举动尤为引人注目，因为它发生在英伟达市值突破5万亿美元、华尔街分析师普遍将其视为“不可动摇”的领头羊之际。并且，11月19日英伟达即将发布最新财报。</p><p>与清仓同步进行的，是一次彻底的投资组合重塑。该基金大幅削减了其美股总持仓，从第二季度的约2.12亿美元降至仅7440万美元。与此同时，基金建立了在<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的大额新头寸。</p><h2 id=\"id_3796486317\">投资组合大换血：清仓AI龙头，总持仓缩水三分之二</h2><p>Thiel Macro LLC在第三季度的操作堪称激进。文件显示，该基金不仅清仓了占其上一季度投资组合权重高达40%的英伟达、卖出了全部53.77万股，还抛售了另一笔占权重19%的重要持仓<a href=\"https://laohu8.com/S/VST\">Vistra</a> Energy。</p><p>此举与英伟达自身强劲的基本面形成了鲜明对比。据报道，英伟达的季度销售额从393亿美元飙升至467亿美元，其数据中心业务收入增长了56%。然而，Thiel的选择显然是基于对未来估值而非当前业绩的判断。</p><p>整体来看，基金的投资组合换手率超过80%。总持仓规模从约2.12亿美元急剧收缩至7440万美元。这一系列操作更像是一次果断的战略收缩，而非温和的再平衡。</p><h2 id=\"id_2572469793\">转向科技巨头：新建仓微软苹果，减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></h2><p>在大幅减仓的同时，Thiel Macro LLC将剩余的资金集中投向了另外两家科技巨头。文件显示，该基金首次买入了微软和苹果的股票。</p><p>该基金在第三季度新建仓买入了49000股微软股票和79181股苹果股票。与此同时，基金对长期持有的特斯拉进行了大幅减持，卖出了20.76万股，减持比例高达76%。</p><p>截至第三季度末，Thiel Macro LLC的投资组合仅剩三只股票。其中，减持后的特斯拉仍是第一大重仓股，占比约38.8%；新买入的微软和苹果紧随其后，分别占投资组合的34.1%和27.1%。</p><p>这一转变表明，Thiel目前更青睐那些拥有多元化收入来源、庞大云业务、硬件生态和成熟软件服务的平台型公司。</p><h2 id=\"id_2035808276\">AI泡沫论再起：Thiel的言行一致</h2><p>Thiel的此次调仓并非毫无征兆。他此前曾公开警告，AI领域的炒作周期已经远远领先于其实际的经济效益，并将当前的市场狂热与1999年互联网泡沫时期相提并论，当时投资者为一项需要15到20年才能完全实现的技术支付了过高的价格。</p><p>将英伟达的持仓“归零”，正是这一观点的有力体现。尽管Thiel本人也曾称赞英伟达在硬件领域的领导地位，但他的投资决策表明，他认为AI的变革将是“缓慢燃烧”的过程。在他看来，能够提供持久经济价值的，是那些平台型公司，而非当前估值已处于高位的纯粹芯片制造商。</p><p>在对AI潜在泡沫表示担忧的知名人士中，Peter Thiel并不孤单。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人Jeff Bezos曾将AI热潮形容为一场“工业泡沫”；<a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon则指出，市场可能面临12至24个月的回调。此外，传奇投资者James Anderson曾对英伟达的某些融资计划表示“不安”。</p><h2 id=\"id_3441994329\">“白宫背后的科技大佬”</h2><p>Peter Thiel在科技和投资界拥有举足轻重的地位，其影响力源于他在多家颠覆性科技公司中的创始角色。他不仅是支付巨头<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的联合创始人并曾担任其CEO，还是<a href=\"https://laohu8.com/S/META\">Facebook</a>的首位外部投资者。</p><p>此外，他联合创办了目前最受关注的国防AI公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>并担任董事长，同时通过他旗下的Founders Fund，投资了SpaceX和Airbnb等一系列知名企业。这些横跨金融科技、社交媒体和国防科技领域的深厚背景，使其成为在技术和资本市场都极具影响力的声音。</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>清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果</title>\n<style 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href=\"https://wallstreetcn.com/articles/3759501\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"MSFT":"微软","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) 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\"AMG\" (HKD) INC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","BK4550":"红杉资本持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC"},"source_url":"https://wallstreetcn.com/articles/3759501","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584970926","content_text":"亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。作为硅谷最具影响力的投资者之一，Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro LLC在第三季度完全退出了对英伟达的投资。这一举动尤为引人注目，因为它发生在英伟达市值突破5万亿美元、华尔街分析师普遍将其视为“不可动摇”的领头羊之际。并且，11月19日英伟达即将发布最新财报。与清仓同步进行的，是一次彻底的投资组合重塑。该基金大幅削减了其美股总持仓，从第二季度的约2.12亿美元降至仅7440万美元。与此同时，基金建立了在微软和苹果的大额新头寸。投资组合大换血：清仓AI龙头，总持仓缩水三分之二Thiel Macro LLC在第三季度的操作堪称激进。文件显示，该基金不仅清仓了占其上一季度投资组合权重高达40%的英伟达、卖出了全部53.77万股，还抛售了另一笔占权重19%的重要持仓Vistra Energy。此举与英伟达自身强劲的基本面形成了鲜明对比。据报道，英伟达的季度销售额从393亿美元飙升至467亿美元，其数据中心业务收入增长了56%。然而，Thiel的选择显然是基于对未来估值而非当前业绩的判断。整体来看，基金的投资组合换手率超过80%。总持仓规模从约2.12亿美元急剧收缩至7440万美元。这一系列操作更像是一次果断的战略收缩，而非温和的再平衡。转向科技巨头：新建仓微软苹果，减持特斯拉在大幅减仓的同时，Thiel Macro LLC将剩余的资金集中投向了另外两家科技巨头。文件显示，该基金首次买入了微软和苹果的股票。该基金在第三季度新建仓买入了49000股微软股票和79181股苹果股票。与此同时，基金对长期持有的特斯拉进行了大幅减持，卖出了20.76万股，减持比例高达76%。截至第三季度末，Thiel Macro LLC的投资组合仅剩三只股票。其中，减持后的特斯拉仍是第一大重仓股，占比约38.8%；新买入的微软和苹果紧随其后，分别占投资组合的34.1%和27.1%。这一转变表明，Thiel目前更青睐那些拥有多元化收入来源、庞大云业务、硬件生态和成熟软件服务的平台型公司。AI泡沫论再起：Thiel的言行一致Thiel的此次调仓并非毫无征兆。他此前曾公开警告，AI领域的炒作周期已经远远领先于其实际的经济效益，并将当前的市场狂热与1999年互联网泡沫时期相提并论，当时投资者为一项需要15到20年才能完全实现的技术支付了过高的价格。将英伟达的持仓“归零”，正是这一观点的有力体现。尽管Thiel本人也曾称赞英伟达在硬件领域的领导地位，但他的投资决策表明，他认为AI的变革将是“缓慢燃烧”的过程。在他看来，能够提供持久经济价值的，是那些平台型公司，而非当前估值已处于高位的纯粹芯片制造商。在对AI潜在泡沫表示担忧的知名人士中，Peter Thiel并不孤单。亚马逊创始人Jeff Bezos曾将AI热潮形容为一场“工业泡沫”；高盛首席执行官David Solomon则指出，市场可能面临12至24个月的回调。此外，传奇投资者James Anderson曾对英伟达的某些融资计划表示“不安”。“白宫背后的科技大佬”Peter Thiel在科技和投资界拥有举足轻重的地位，其影响力源于他在多家颠覆性科技公司中的创始角色。他不仅是支付巨头PayPal的联合创始人并曾担任其CEO，还是Facebook的首位外部投资者。此外，他联合创办了目前最受关注的国防AI公司Palantir并担任董事长，同时通过他旗下的Founders Fund，投资了SpaceX和Airbnb等一系列知名企业。这些横跨金融科技、社交媒体和国防科技领域的深厚背景，使其成为在技术和资本市场都极具影响力的声音。","news_type":1,"symbols_score_info":{"MSFT":2,"NVDA":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}