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奥龙
奥龙
·
11-04 17:50
放心吧，股东们又不傻，肯定会做出有利于自己手里持有股票升值的投票……
特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对
成为首个对该方案做出决定的主要投资者。
特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对
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奥龙
奥龙
·
10-21
$特斯拉(TSLA)$
11月6日的股东会才令人期待，到时候股价估计会到550-600
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奥龙
奥龙
·
10-20
$特斯拉(TSLA)$
股东大会召开后股价会上一个新的高度，感觉600就是起点
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奥龙
奥龙
·
10-13
成功投票
特斯拉将于11月6日股东大会表决马斯克薪酬方案
10月13日，$特斯拉(TSLA)$宣布将于11月6日举行股东大会，股东将在大会期间对三个关键提案投票，包括CEO马斯克薪酬方案、股权激励计划及董事选举。
特斯拉将于11月6日股东大会表决马斯克薪酬方案
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奥龙
奥龙
·
10-03
投资者还找得到比马斯克的企业一样向全世界公开，接受全面监督的，为人类的真正福祉而全力以赴的企业吗？
特斯拉Q3交付量49.7万创纪录，大超预期，股价先涨后跌超5%
特斯拉本季度全球交付创纪录的497,099辆汽车，同比增加7.4%，这一数据远高于媒体统计的约439,600辆的平均预测。尽管特斯拉第三季度交付量强劲，公司股价先涨后跌。周四美股盘前，特斯拉股价一度上涨4.3%，但美股开盘后转跌，最终收跌超5%。特斯拉的交付数据为公司即将在10月22日公布的财报提供了预览。尽管2025年上半年电动车销量疲软，特斯拉股价在9月份飙升33%，收复了年初的跌幅，创下2025年迄今最佳月度表现。
特斯拉Q3交付量49.7万创纪录，大超预期，股价先涨后跌超5%
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奥龙
奥龙
·
09-18
一定买
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奥龙
奥龙
·
08-18
mpv？
特斯拉中国：Model Y L车型即将登场
8月18日，特斯拉中国在官微宣布，Model Y L车型即将登场。根据此前市场报道，特斯拉六座版MODEL Y L最早三季度上市，预估售价约40万元。
特斯拉中国：Model Y L车型即将登场
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奥龙
奥龙
·
07-24
直面未来，引领未来
特斯拉盘后下跌近5%，马斯克称接下来可能面临几个艰难的季度
特斯拉盘后下跌近5%。此前，马斯克称特斯拉接下来可能面临几个艰难的季度。
特斯拉盘后下跌近5%，马斯克称接下来可能面临几个艰难的季度
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奥龙
奥龙
·
07-01
$特斯拉(TSLA)$
迟早 2600一股
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奥龙
奥龙
·
06-28
FSD成功意味着什么呢？
马斯克：特斯拉Model Y首次实现无人驾驶交付
马斯克在自家社交媒体平台表示，特斯拉Model Y首次实现全自动驾驶，从工厂到客户家中，包括高速公路，比计划提前一天完成！祝贺@Tesla_AI软件和 AI 芯片设计团队！随后，他补充称，“这是首次在公共高速公路上进行的完全自动驾驶，车内无人，也没有远程操控汽车的情况。”特斯拉人工智能副总裁阿肖克・埃卢斯瓦米（Ashok Elluswamy）在评论区回应称：“是的！最高速度是 72 英里/小时。”马斯克回复：“飞速！”
马斯克：特斯拉Model Y首次实现无人驾驶交付
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15:21","market":"us","language":"zh","title":"特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818375","media":"智通财经网","summary":"成为首个对该方案做出决定的主要投资者。","content":"<html><head></head><body><p>作为 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。</p><p style=\"text-align: justify;\">由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”</p><p style=\"text-align: justify;\">据悉，挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准，但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时，又重新为马斯克设计了新的奖励方案。</p><p style=\"text-align: justify;\">此外，该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI，并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。</p><p style=\"text-align: justify;\">该基金在解释反对两位董事连任的投票理由时写道：“当董事会未能以股东的最佳利益为导向行事时，股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因，也未解释支持杰比亚连任的理由。</p><p style=\"text-align: justify;\"><strong>特斯拉股东大会召开在即</strong></p><p style=\"text-align: justify;\">特斯拉将于美东时间11月6日召开年度股东大会，届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示，如果马斯克实现一系列业绩目标，他将获得最高达1万亿美元的股票奖励。这些目标包括：特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi)，以及将调整后盈利从2024年的166亿美元提高至4000亿美元。</p><p style=\"text-align: justify;\">若获通过，这将成为企业史上规模最大的薪酬方案。此外，如果该薪酬方案获通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这将赋予他更大的控制权。</p><p style=\"text-align: justify;\">不过，这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。</p><p style=\"text-align: justify;\">与此同时，特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称，如果马斯克的1万亿美元薪酬方案未获批准，这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案，并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示，这一基于业绩的薪酬方案旨在留住并激励马斯克，让他在未来至少再领导特斯拉七年半。</p><p style=\"text-align: justify;\">丹霍姆指出，随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者，马斯克的角色尤为关键。她补充称，马斯克的领导对特斯拉的成功“至关重要”，并警告如果没有一个能有效激励马斯克的计划，公司可能会失去他的“时间、才华与远见”。</p><p style=\"text-align: justify;\">丹霍姆还表示：“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力，以防止AI相关的坏事发生。因此，这次薪酬方案的核心并非金钱，而是投票权的影响力。”</p><p style=\"text-align: justify;\">值得一提的是，特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评，并被指未能充分维护股东利益，而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候，特拉华州法院撤销了马斯克2018年的薪酬协议，裁定该协议授予不当，且谈判过程由缺乏独立性的董事主导。</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>特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 15:21 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1365160.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1365160.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/9e3988a75d33e2b4f95370655c056098","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1365160.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1145818375","content_text":"作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”据悉，挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准，但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时，又重新为马斯克设计了新的奖励方案。此外，该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI，并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。该基金在解释反对两位董事连任的投票理由时写道：“当董事会未能以股东的最佳利益为导向行事时，股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因，也未解释支持杰比亚连任的理由。特斯拉股东大会召开在即特斯拉将于美东时间11月6日召开年度股东大会，届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示，如果马斯克实现一系列业绩目标，他将获得最高达1万亿美元的股票奖励。这些目标包括：特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi)，以及将调整后盈利从2024年的166亿美元提高至4000亿美元。若获通过，这将成为企业史上规模最大的薪酬方案。此外，如果该薪酬方案获通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这将赋予他更大的控制权。不过，这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。与此同时，特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称，如果马斯克的1万亿美元薪酬方案未获批准，这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案，并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示，这一基于业绩的薪酬方案旨在留住并激励马斯克，让他在未来至少再领导特斯拉七年半。丹霍姆指出，随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者，马斯克的角色尤为关键。她补充称，马斯克的领导对特斯拉的成功“至关重要”，并警告如果没有一个能有效激励马斯克的计划，公司可能会失去他的“时间、才华与远见”。丹霍姆还表示：“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力，以防止AI相关的坏事发生。因此，这次薪酬方案的核心并非金钱，而是投票权的影响力。”值得一提的是，特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评，并被指未能充分维护股东利益，而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候，特拉华州法院撤销了马斯克2018年的薪酬协议，裁定该协议授予不当，且谈判过程由缺乏独立性的董事主导。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491535940481584,"gmtCreate":1761024758085,"gmtModify":1761024760054,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 11月6日的股东会才令人期待，到时候股价估计会到550-600","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 11月6日的股东会才令人期待，到时候股价估计会到550-600","text":"$特斯拉(TSLA)$ 11月6日的股东会才令人期待，到时候股价估计会到550-600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491535940481584","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491211201708880,"gmtCreate":1760945701668,"gmtModify":1760945703919,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 股东大会召开后股价会上一个新的高度，感觉600就是起点","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 股东大会召开后股价会上一个新的高度，感觉600就是起点","text":"$特斯拉(TSLA)$ 股东大会召开后股价会上一个新的高度，感觉600就是起点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/491211201708880","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546856120754634","authorId":"3546856120754634","name":"道子啊","avatar":"https://static.tigerbbs.com/a3660e215a00d0c915df8713dff7f953","crmLevel":4,"crmLevelSwitch":0,"idStr":"3546856120754634","authorIdStr":"3546856120754634"},"content":"什么时候开","text":"什么时候开","html":"什么时候开"},{"author":{"id":"4219147110073882","authorId":"4219147110073882","name":"Evan00","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4219147110073882","authorIdStr":"4219147110073882"},"content":"天空才是，600还是低了些。","text":"天空才是，600还是低了些。","html":"天空才是，600还是低了些。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488928788734424,"gmtCreate":1760334196603,"gmtModify":1760334325536,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"成功投票","listText":"成功投票","text":"成功投票","images":[{"img":"https://static.tigerbbs.com/0d498a7f963cbcacf1a48efb5dc5dff3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488928788734424","repostId":"1110032199","repostType":2,"repost":{"id":"1110032199","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":1760312960,"share":"https://www.laohu8.com/m/news/1110032199?lang=&edition=full","pubTime":"2025-10-13 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}\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特斯拉将于11月6日股东大会表决马斯克薪酬方案\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\">2025-10-13 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月13日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布将于11月6日举行股东大会，股东将在大会期间对三个关键提案投票，包括CEO马斯克薪酬方案、股权激励计划及董事选举。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ce7d8d89d88fdfc74165eaa074c4dd\" tg-width=\"1818\" tg-height=\"510\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH 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ACC","BK4527":"明星科技股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110032199","content_text":"10月13日，特斯拉宣布将于11月6日举行股东大会，股东将在大会期间对三个关键提案投票，包括CEO马斯克薪酬方案、股权激励计划及董事选举。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":485210337665168,"gmtCreate":1759488016877,"gmtModify":1759488019177,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"投资者还找得到比马斯克的企业一样向全世界公开，接受全面监督的，为人类的真正福祉而全力以赴的企业吗？","listText":"投资者还找得到比马斯克的企业一样向全世界公开，接受全面监督的，为人类的真正福祉而全力以赴的企业吗？","text":"投资者还找得到比马斯克的企业一样向全世界公开，接受全面监督的，为人类的真正福祉而全力以赴的企业吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485210337665168","repostId":"2572526702","repostType":2,"repost":{"id":"2572526702","kind":"news","pubTimestamp":1759443060,"share":"https://www.laohu8.com/m/news/2572526702?lang=&edition=full","pubTime":"2025-10-03 06:11","market":"us","language":"zh","title":"特斯拉Q3交付量49.7万创纪录，大超预期，股价先涨后跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2572526702","media":"华尔街见闻","summary":"特斯拉本季度全球交付创纪录的497,099辆汽车，同比增加7.4%，这一数据远高于媒体统计的约439,600辆的平均预测。尽管特斯拉第三季度交付量强劲，公司股价先涨后跌。周四美股盘前，特斯拉股价一度上涨4.3%，但美股开盘后转跌，最终收跌超5%。特斯拉的交付数据为公司即将在10月22日公布的财报提供了预览。尽管2025年上半年电动车销量疲软，特斯拉股价在9月份飙升33%，收复了年初的跌幅，创下2025年迄今最佳月度表现。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司公布季度汽车销量意外增长，<strong>美国消费者在联邦税收抵免到期前加快了电动车购买。特斯拉本季度全球交付创纪录的497,099辆汽车，同比增加7.4%，这一数据远高于媒体统计的约439,600辆的平均预测。</strong></p><p>Model Y SUV和Model 3轿车仍是销量主力，上季度合计销量达到481,166辆，同比增长9.4%。其余车型，包括Model X、Model S和Cybertruck，销量下降30%。</p><p>公司还报告称，上季度部署了12.5吉瓦时的能源产品，高于去年同期的6.9吉瓦时。当季，特斯拉推出了新一代储能系统，以及一款名为Megablock的新产品，将储能单元与变压器和开关设备结合在一起。</p><p>尽管特斯拉第三季度交付量强劲，公司股价先涨后跌。周四美股盘前，特斯拉股价一度上涨4.3%，但美股开盘后转跌，最终收跌超5%。<strong>原因是投资者预计，随着美国联邦电动车补贴到期，特斯拉三季度的这一表现难以再现。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a1bbea6978bbb2b29d1805bbcda7c89\" tg-width=\"560\" tg-height=\"240\"/></p><p>在高达7500美元的联邦购车税收抵免即将于9月30日到期之前，美国电动车销量获得短暂提振。这一补贴逐步取消也推动了<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/F\">福特汽车</a>和现代汽车等车型的热销。<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>也报告了好于预期的交付量，但将全年指引下调至此前区间的低端。</p><p>对于联邦税收抵免到期前加快电动车购买，Cox Automotive行业洞察总监Stephanie Valdez Streaty表示：“这种紧迫感激发了消费者的反应，我们在数据中已经看到。但未来将面临挑战。预计第四季度销量将放缓。”</p><p>特斯拉一直在努力重振其核心汽车业务，此前该业务因产品线老化、竞争加剧以及美国电动车市场支持政策的取消而陷入低迷。今年早些时候，首席执行官马斯克与特朗普总统的密切合作也引发了消费者的抵制。</p><p>当前，投资者情绪已日益脱离特斯拉的核心电动车业务，而更多聚焦在其仍在发展的机器人出租车、人工智能和机器人业务上。马斯克此前表示，这些业务将推动公司未来的市场价值。一些分析师也指出，精明的投资者正在超越短期交付波动，关注毛利率更高的项目，例如特斯拉机器人出租车和Optimus人形机器人。</p><p>特斯拉的交付数据为公司即将在10月22日公布的财报提供了预览。下个月，特斯拉将召开年度股东大会，投资者将在会上对一项潜在价值高达1万亿美元的马斯克新薪酬方案进行投票。</p><p>尽管2025年上半年电动车销量疲软，特斯拉股价在9月份飙升33%，收复了年初的跌幅，创下2025年迄今最佳月度表现。</p></body></html>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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Q3交付量49.7万创纪录，大超预期，股价先涨后跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 06:11 北京时间 <a href=https://wallstreetcn.com/articles/3756618><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉公司公布季度汽车销量意外增长，美国消费者在联邦税收抵免到期前加快了电动车购买。特斯拉本季度全球交付创纪录的497,099辆汽车，同比增加7.4%，这一数据远高于媒体统计的约439,600辆的平均预测。Model Y SUV和Model 3轿车仍是销量主力，上季度合计销量达到481,166辆，同比增长9.4%。其余车型，包括Model X、Model S和Cybertruck，销量下降30%。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756618\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4555":"新能源车","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC"},"source_url":"https://wallstreetcn.com/articles/3756618","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572526702","content_text":"特斯拉公司公布季度汽车销量意外增长，美国消费者在联邦税收抵免到期前加快了电动车购买。特斯拉本季度全球交付创纪录的497,099辆汽车，同比增加7.4%，这一数据远高于媒体统计的约439,600辆的平均预测。Model Y SUV和Model 3轿车仍是销量主力，上季度合计销量达到481,166辆，同比增长9.4%。其余车型，包括Model X、Model S和Cybertruck，销量下降30%。公司还报告称，上季度部署了12.5吉瓦时的能源产品，高于去年同期的6.9吉瓦时。当季，特斯拉推出了新一代储能系统，以及一款名为Megablock的新产品，将储能单元与变压器和开关设备结合在一起。尽管特斯拉第三季度交付量强劲，公司股价先涨后跌。周四美股盘前，特斯拉股价一度上涨4.3%，但美股开盘后转跌，最终收跌超5%。原因是投资者预计，随着美国联邦电动车补贴到期，特斯拉三季度的这一表现难以再现。在高达7500美元的联邦购车税收抵免即将于9月30日到期之前，美国电动车销量获得短暂提振。这一补贴逐步取消也推动了通用汽车、福特汽车和现代汽车等车型的热销。Rivian也报告了好于预期的交付量，但将全年指引下调至此前区间的低端。对于联邦税收抵免到期前加快电动车购买，Cox Automotive行业洞察总监Stephanie Valdez Streaty表示：“这种紧迫感激发了消费者的反应，我们在数据中已经看到。但未来将面临挑战。预计第四季度销量将放缓。”特斯拉一直在努力重振其核心汽车业务，此前该业务因产品线老化、竞争加剧以及美国电动车市场支持政策的取消而陷入低迷。今年早些时候，首席执行官马斯克与特朗普总统的密切合作也引发了消费者的抵制。当前，投资者情绪已日益脱离特斯拉的核心电动车业务，而更多聚焦在其仍在发展的机器人出租车、人工智能和机器人业务上。马斯克此前表示，这些业务将推动公司未来的市场价值。一些分析师也指出，精明的投资者正在超越短期交付波动，关注毛利率更高的项目，例如特斯拉机器人出租车和Optimus人形机器人。特斯拉的交付数据为公司即将在10月22日公布的财报提供了预览。下个月，特斯拉将召开年度股东大会，投资者将在会上对一项潜在价值高达1万亿美元的马斯克新薪酬方案进行投票。尽管2025年上半年电动车销量疲软，特斯拉股价在9月份飙升33%，收复了年初的跌幅，创下2025年迄今最佳月度表现。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479959184027976,"gmtCreate":1758201560388,"gmtModify":1758201562723,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"一定买","listText":"一定买","text":"一定买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479959184027976","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468954777075800,"gmtCreate":1755522119120,"gmtModify":1755522120754,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"mpv？","listText":"mpv？","text":"mpv？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468954777075800","repostId":"1194312723","repostType":2,"repost":{"id":"1194312723","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":1755519459,"share":"https://www.laohu8.com/m/news/1194312723?lang=&edition=full","pubTime":"2025-08-18 20:17","market":"us","language":"zh","title":"特斯拉中国：Model Y L车型即将登场","url":"https://stock-news.laohu8.com/highlight/detail?id=1194312723","media":"老虎资讯综合","summary":"8月18日，特斯拉中国在官微宣布，Model Y L车型即将登场。根据此前市场报道，特斯拉六座版MODEL Y L最早三季度上市，预估售价约40万元。","content":"<html><head></head><body><p>8月18日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国在官微宣布，Model Y L车型即将登场。根据此前市场报道，特斯拉六座版MODEL Y L最早三季度上市，预估售价约40万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1501caf0bc5196855f89fb149bcc1974\" tg-width=\"806\" tg-height=\"522\"/></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>特斯拉中国：Model Y L车型即将登场</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特斯拉中国：Model Y L车型即将登场\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\">2025-08-18 20:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月18日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国在官微宣布，Model Y L车型即将登场。根据此前市场报道，特斯拉六座版MODEL Y L最早三季度上市，预估售价约40万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1501caf0bc5196855f89fb149bcc1974\" tg-width=\"806\" tg-height=\"522\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY 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L最早三季度上市，预估售价约40万元。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459910819746432,"gmtCreate":1753320174814,"gmtModify":1753320176585,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"直面未来，引领未来","listText":"直面未来，引领未来","text":"直面未来，引领未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459910819746432","repostId":"1195690825","repostType":2,"repost":{"id":"1195690825","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":1753311036,"share":"https://www.laohu8.com/m/news/1195690825?lang=&edition=full","pubTime":"2025-07-24 06:50","market":"us","language":"zh","title":"特斯拉盘后下跌近5%，马斯克称接下来可能面临几个艰难的季度","url":"https://stock-news.laohu8.com/highlight/detail?id=1195690825","media":"老虎资讯综合","summary":"特斯拉盘后下跌近5%。此前，马斯克称特斯拉接下来可能面临几个艰难的季度。","content":"<html><head></head><body><p>特斯拉盘后下跌近5%。此前，马斯克称随着美国的补贴措施消失，特斯拉接下来可能面临几个艰难的季度。</p><p>然而，马斯克还表示：到今年年底，特斯拉Robotaxis将覆盖“美国一半的人口”，“有信心”明年人们将能够将其车辆加入特斯拉的Robotaxi网络。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746070267db9c070bceec555ed5c630c\" title=\"\" tg-width=\"529\" tg-height=\"157\"/></p><p>特斯拉高管在业绩电话会上提到，特朗普政府撤销电动车税收抵免的减税和支出法案以及关税政策将伤害电动车的需求，预计关税给公司带来的成本约为3亿美元，称将在购车税收抵免政策到期失效之前加大销售力度，推迟新品发布。</p><p>特斯拉CEO马斯克在电话会上警告，特斯拉处于一个“不寻常的转型期”。 <strong>公司在美国丧失电动汽车销售的激励政策，恐怕会面临“好几个形势严峻的季度”。</strong></p><p>特斯拉股价盘后跌幅扩大，马斯克讲话期间，跌幅下跌近5%。</p><p>美东时间7月23日周三美股盘后，特斯拉公布2025年第二季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1f68169330692d07b6b76056d318347\" title=\"\" tg-width=\"1131\" tg-height=\"569\"/></p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：二季度特斯拉营业收入225.0亿美元，同比下降12%，分析师预期226.4亿美元，一季度同比下降9%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：二季度非GAAP口径下调整后每股收益（EPS）为0.40美元，同比下降23%，分析师预期0.42美元，一季度同比下降40%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：二季度营业利润9.23亿美元，同比下降42%，分析师预期12.3亿美元，一季度同比下降66%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：二季度调整后净利润13.93亿美元，同比下降23%，一季度同比下降39%。</p><p style=\"text-align: justify;\"><strong>利润率</strong>：二季度营业利润率为4.1%，一季度为2.1%，一年前为6.3%；二季度毛利率为17.2%，较一年前同比下降71个基点，一季度为16.3%，分析师预期16.5%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：二季度资本支出23.94亿美元，同比增长5%，分析师预期24.3亿美元，一季度同比下降46%。</p><p style=\"text-align: justify;\"><strong>自由现金流</strong>：二季度自由现金流1.46亿美元，同比下降89%，分析师预期7.6亿美元，一季度同比增长126%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>汽车</strong>：二季度汽车营收166.61亿美元，同比下降16%，一季度同比下降20%。剔除监管信贷积分的汽车业务毛利率为15%，一季度为12.5%。</p><p style=\"text-align: justify;\"><strong>储能</strong>：二季度能源生产和存储收入为27.89亿美元，同比下降7%，一季度同比增长67%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4278261782b75c9722edee3b3968928\" title=\"\" tg-width=\"2560\" tg-height=\"1439\"/></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>特斯拉盘后下跌近5%，马斯克称接下来可能面临几个艰难的季度</title>\n<style 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}\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特斯拉盘后下跌近5%，马斯克称接下来可能面临几个艰难的季度\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\">2025-07-24 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉盘后下跌近5%。此前，马斯克称随着美国的补贴措施消失，特斯拉接下来可能面临几个艰难的季度。</p><p>然而，马斯克还表示：到今年年底，特斯拉Robotaxis将覆盖“美国一半的人口”，“有信心”明年人们将能够将其车辆加入特斯拉的Robotaxi网络。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746070267db9c070bceec555ed5c630c\" title=\"\" tg-width=\"529\" tg-height=\"157\"/></p><p>特斯拉高管在业绩电话会上提到，特朗普政府撤销电动车税收抵免的减税和支出法案以及关税政策将伤害电动车的需求，预计关税给公司带来的成本约为3亿美元，称将在购车税收抵免政策到期失效之前加大销售力度，推迟新品发布。</p><p>特斯拉CEO马斯克在电话会上警告，特斯拉处于一个“不寻常的转型期”。 <strong>公司在美国丧失电动汽车销售的激励政策，恐怕会面临“好几个形势严峻的季度”。</strong></p><p>特斯拉股价盘后跌幅扩大，马斯克讲话期间，跌幅下跌近5%。</p><p>美东时间7月23日周三美股盘后，特斯拉公布2025年第二季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1f68169330692d07b6b76056d318347\" title=\"\" tg-width=\"1131\" tg-height=\"569\"/></p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：二季度特斯拉营业收入225.0亿美元，同比下降12%，分析师预期226.4亿美元，一季度同比下降9%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：二季度非GAAP口径下调整后每股收益（EPS）为0.40美元，同比下降23%，分析师预期0.42美元，一季度同比下降40%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：二季度营业利润9.23亿美元，同比下降42%，分析师预期12.3亿美元，一季度同比下降66%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：二季度调整后净利润13.93亿美元，同比下降23%，一季度同比下降39%。</p><p style=\"text-align: justify;\"><strong>利润率</strong>：二季度营业利润率为4.1%，一季度为2.1%，一年前为6.3%；二季度毛利率为17.2%，较一年前同比下降71个基点，一季度为16.3%，分析师预期16.5%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：二季度资本支出23.94亿美元，同比增长5%，分析师预期24.3亿美元，一季度同比下降46%。</p><p style=\"text-align: justify;\"><strong>自由现金流</strong>：二季度自由现金流1.46亿美元，同比下降89%，分析师预期7.6亿美元，一季度同比增长126%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>汽车</strong>：二季度汽车营收166.61亿美元，同比下降16%，一季度同比下降20%。剔除监管信贷积分的汽车业务毛利率为15%，一季度为12.5%。</p><p style=\"text-align: justify;\"><strong>储能</strong>：二季度能源生产和存储收入为27.89亿美元，同比下降7%，一季度同比增长67%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4278261782b75c9722edee3b3968928\" title=\"\" tg-width=\"2560\" tg-height=\"1439\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"07766":"南方两倍做多特斯拉","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195690825","content_text":"特斯拉盘后下跌近5%。此前，马斯克称随着美国的补贴措施消失，特斯拉接下来可能面临几个艰难的季度。然而，马斯克还表示：到今年年底，特斯拉Robotaxis将覆盖“美国一半的人口”，“有信心”明年人们将能够将其车辆加入特斯拉的Robotaxi网络。特斯拉高管在业绩电话会上提到，特朗普政府撤销电动车税收抵免的减税和支出法案以及关税政策将伤害电动车的需求，预计关税给公司带来的成本约为3亿美元，称将在购车税收抵免政策到期失效之前加大销售力度，推迟新品发布。特斯拉CEO马斯克在电话会上警告，特斯拉处于一个“不寻常的转型期”。 公司在美国丧失电动汽车销售的激励政策，恐怕会面临“好几个形势严峻的季度”。特斯拉股价盘后跌幅扩大，马斯克讲话期间，跌幅下跌近5%。美东时间7月23日周三美股盘后，特斯拉公布2025年第二季度财务业绩。1）主要财务数据营收：二季度特斯拉营业收入225.0亿美元，同比下降12%，分析师预期226.4亿美元，一季度同比下降9%。EPS：二季度非GAAP口径下调整后每股收益（EPS）为0.40美元，同比下降23%，分析师预期0.42美元，一季度同比下降40%。营业利润：二季度营业利润9.23亿美元，同比下降42%，分析师预期12.3亿美元，一季度同比下降66%。净利润：二季度调整后净利润13.93亿美元，同比下降23%，一季度同比下降39%。利润率：二季度营业利润率为4.1%，一季度为2.1%，一年前为6.3%；二季度毛利率为17.2%，较一年前同比下降71个基点，一季度为16.3%，分析师预期16.5%。资本支出：二季度资本支出23.94亿美元，同比增长5%，分析师预期24.3亿美元，一季度同比下降46%。自由现金流：二季度自由现金流1.46亿美元，同比下降89%，分析师预期7.6亿美元，一季度同比增长126%。2）细分业务数据汽车：二季度汽车营收166.61亿美元，同比下降16%，一季度同比下降20%。剔除监管信贷积分的汽车业务毛利率为15%，一季度为12.5%。储能：二季度能源生产和存储收入为27.89亿美元，同比下降7%，一季度同比增长67%。","news_type":1,"symbols_score_info":{"07766":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451776628777280,"gmtCreate":1751323019929,"gmtModify":1751323021071,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>迟早 2600一股","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>迟早 2600一股","text":"$特斯拉(TSLA)$ 迟早 2600一股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451776628777280","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450732366577992,"gmtCreate":1751068088166,"gmtModify":1751068089840,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"themes":[],"htmlText":"FSD成功意味着什么呢？","listText":"FSD成功意味着什么呢？","text":"FSD成功意味着什么呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450732366577992","repostId":"1174856760","repostType":2,"repost":{"id":"1174856760","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":1751064540,"share":"https://www.laohu8.com/m/news/1174856760?lang=&edition=full","pubTime":"2025-06-28 06:49","market":"us","language":"zh","title":"马斯克：特斯拉Model Y首次实现无人驾驶交付","url":"https://stock-news.laohu8.com/highlight/detail?id=1174856760","media":"老虎资讯综合","summary":"马斯克在自家社交媒体平台表示，特斯拉Model Y首次实现全自动驾驶，从工厂到客户家中，包括高速公路，比计划提前一天完成！祝贺@Tesla_AI软件和 AI 芯片设计团队！随后，他补充称，“这是首次在公共高速公路上进行的完全自动驾驶，车内无人，也没有远程操控汽车的情况。”特斯拉人工智能副总裁阿肖克・埃卢斯瓦米（Ashok Elluswamy）在评论区回应称：“是的！最高速度是 72 英里/小时。”马斯克回复：“飞速！”","content":"<html><head></head><body><p>马斯克在自家社交媒体平台表示，特斯拉Model Y首次实现全自动驾驶，从工厂到客户家中，包括高速公路，比计划提前一天完成！祝贺@Tesla_AI软件和 AI 芯片设计团队！</p><p>随后，他补充称，“这是首次在公共高速公路上进行的完全自动驾驶，车内无人，也没有远程操控汽车的情况。”特斯拉人工智能副总裁阿肖克・埃卢斯瓦米（Ashok Elluswamy）在评论区回应称：“是的！最高速度是 72 英里/小时。”马斯克回复：“飞速！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a168d2aaa4d01508ef48595b8cef9e0\" tg-width=\"482\" tg-height=\"636\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14fb5e1d8cd75e3722c010d35da13f6f\" tg-width=\"481\" tg-height=\"338\"/></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>马斯克：特斯拉Model Y首次实现无人驾驶交付</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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：特斯拉Model Y首次实现无人驾驶交付\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\">2025-06-28 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>马斯克在自家社交媒体平台表示，特斯拉Model Y首次实现全自动驾驶，从工厂到客户家中，包括高速公路，比计划提前一天完成！祝贺@Tesla_AI软件和 AI 芯片设计团队！</p><p>随后，他补充称，“这是首次在公共高速公路上进行的完全自动驾驶，车内无人，也没有远程操控汽车的情况。”特斯拉人工智能副总裁阿肖克・埃卢斯瓦米（Ashok Elluswamy）在评论区回应称：“是的！最高速度是 72 英里/小时。”马斯克回复：“飞速！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a168d2aaa4d01508ef48595b8cef9e0\" tg-width=\"482\" tg-height=\"636\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14fb5e1d8cd75e3722c010d35da13f6f\" tg-width=\"481\" tg-height=\"338\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174856760","content_text":"马斯克在自家社交媒体平台表示，特斯拉Model Y首次实现全自动驾驶，从工厂到客户家中，包括高速公路，比计划提前一天完成！祝贺@Tesla_AI软件和 AI 芯片设计团队！随后，他补充称，“这是首次在公共高速公路上进行的完全自动驾驶，车内无人，也没有远程操控汽车的情况。”特斯拉人工智能副总裁阿肖克・埃卢斯瓦米（Ashok Elluswamy）在评论区回应称：“是的！最高速度是 72 英里/小时。”马斯克回复：“飞速！”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}