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奥龙
奥龙
·
2025-04-03
只要马斯克的Tesla、space x等公司继续发展下去，现在做空的索罗斯最终会倒过来推动股民们手里的股票价格持续创新高的…… 因为股价持续上涨，会倒逼做空机构不断买入平仓，进而持续推高股价。 大家说是不是这个道理？
特斯拉Optimus更新， 马斯克宣称“今年将生产5000台”
AI技术与车同源，持续进化。
特斯拉Optimus更新， 马斯克宣称“今年将生产5000台”
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奥龙
奥龙
·
04-23
$特斯拉(TSLA)$
大众、福特等传统车企的市场需求在萎缩，只有特斯拉有广阔市场需求……
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奥龙
奥龙
·
04-15
杰出……
特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一
马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。
特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一
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奥龙
奥龙
·
04-15
太杰出了
马斯克：恭喜特斯拉AI芯片设计团队成功完成AI5芯片的流片
4月15日，马斯克：恭喜特斯拉AI芯片设计团队成功完成AI5芯片的流片。AI6、Dojo3以及其他令人期待的芯片也正在开发中。
马斯克：恭喜特斯拉AI芯片设计团队成功完成AI5芯片的流片
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奥龙
奥龙
·
04-13
$特斯拉(TSLA)$
21世纪最伟大的企业家的公司
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奥龙
奥龙
·
04-10
马斯克的TeraFab已经先行一步了
市场消息：Anthropic考虑自主研发AI芯片
4月10日，三位消息人士称，人工智能巨头Anthropic正在探索自主设计芯片的可能性。该公司及其竞争对手正努力应对人工智能芯片短缺的问题，这些芯片对于驱动和开发更先进的人工智能系统至关重要。知情人士透露，Anthropic的计划尚处于早期阶段，该公司最终可能还是会选择购买人工智能芯片，而不是自行设计。该公司尚未确定具体的设计方案，也没有组建专门的团队来负责该项目。Anthropic使用多种芯片，包括谷歌(GOOG.O)设计的张量处理单元(TPU)和亚马逊(AMZN.O)的芯片，来开发和运行其人工智能模型Claude。
市场消息：Anthropic考虑自主研发AI芯片
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奥龙
奥龙
·
04-09
与马斯克站在一起就对了
特斯拉“证明之年”遇上Q1交付“开门黑”，分析师多空激辩抄底or逃顶
智通财经APP获悉，特斯拉公司在2026年开局不利，截至4月初，股价年内累计下跌约21.5%。特斯拉最新消息特斯拉近期发布了2026年一季度产销报告，这是近期看空情绪的主要催化剂。这一竞争压力，叠加电动车激励政策到期以及涉及关税的地缘政治不确定性，迫使特斯拉采用刺激需求的折扣策略，这威胁到其长期利润率水平。展望未来，投资者正聚焦公司AI和机器人领域的“证明之年”。
特斯拉“证明之年”遇上Q1交付“开门黑”，分析师多空激辩抄底or逃顶
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奥龙
奥龙
·
04-09
记得以前也有个瑞银分析师，长期看空特斯拉，被市场打脸无数次后，现在好像不吭气了……
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奥龙
奥龙
·
02-06
最近美国核心经济指标如GDP、通胀率、投资都表现亮眼，然而股市却表现出大幅波动，主要原因是受以下四个方面的影响，一是对米国与伊朗两国之间可能发生战争的担忧，二是美联储新老主席交替期间对下一步政策不确定性的忧虑，三是英伟达向OpenAI就投资1000亿美元的争执带来的对ai投资的疑虑，四是担心爱博斯坦文件的披露会对经济造成影响……
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奥龙
奥龙
·
02-02
$特斯拉(TSLA)$
2026年将是马斯克的一个大年份，也会是人类历史上的一个大年份
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奥龙
奥龙
·
01-29
很幸运生在人类文明的一个大时代，亲自见证自动驾驶、ai、人形机器人等科技给人类带来的富足……
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x等公司继续发展下去，现在做空的索罗斯最终会倒过来推动股民们手里的股票价格持续创新高的…… 因为股价持续上涨，会倒逼做空机构不断买入平仓，进而持续推高股价。 大家说是不是这个道理？","listText":"只要马斯克的Tesla、space x等公司继续发展下去，现在做空的索罗斯最终会倒过来推动股民们手里的股票价格持续创新高的…… 因为股价持续上涨，会倒逼做空机构不断买入平仓，进而持续推高股价。 大家说是不是这个道理？","text":"只要马斯克的Tesla、space x等公司继续发展下去，现在做空的索罗斯最终会倒过来推动股民们手里的股票价格持续创新高的…… 因为股价持续上涨，会倒逼做空机构不断买入平仓，进而持续推高股价。 大家说是不是这个道理？","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420347464958048","repostId":"1130181174","repostType":2,"repost":{"id":"1130181174","kind":"news","pubTimestamp":1743653715,"share":"https://www.laohu8.com/m/news/1130181174?lang=zh_CN&edition=full","pubTime":"2025-04-03 12:15","market":"us","language":"zh","title":"特斯拉Optimus更新， 马斯克宣称“今年将生产5000台”","url":"https://stock-news.laohu8.com/highlight/detail?id=1130181174","media":"新浪科技","summary":"AI技术与车同源，持续进化。","content":"<html><head></head><body><p>4月3日上午消息，特斯拉宣布旗下Optimus人形机器人又有更新，行走步态更稳，摆臂更轻盈，AI技术与车同源，持续进化。</p><p style=\"text-align: start;\">据悉，马斯克近期在特斯拉全体员工大会上表示，特斯拉未来将实现“不到5秒就生产出一台无人驾驶电动车”，并最终达到无人驾驶车的行驶安全水平比人类驾驶安全10倍的目标。与此同时，特斯拉今年将试生产人形机器人5000台，明年预计生产5万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9acbe3eabe698b4377084fd5982233b6\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"490\"/></p></body></html>","source":"sina_tech","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Optimus更新， 马斯克宣称“今年将生产5000台”</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Optimus更新， 马斯克宣称“今年将生产5000台”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-03 12:15 北京时间 <a href=https://finance.sina.com.cn/tech/shenji/2025-04-03/doc-inerwfmw8422215.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月3日上午消息，特斯拉宣布旗下Optimus人形机器人又有更新，行走步态更稳，摆臂更轻盈，AI技术与车同源，持续进化。据悉，马斯克近期在特斯拉全体员工大会上表示，特斯拉未来将实现“不到5秒就生产出一台无人驾驶电动车”，并最终达到无人驾驶车的行驶安全水平比人类驾驶安全10倍的目标。与此同时，特斯拉今年将试生产人形机器人5000台，明年预计生产5万台。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2025-04-03/doc-inerwfmw8422215.shtml\">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/dc057d8ec25ae240b6a511fa6ac204d1","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/shenji/2025-04-03/doc-inerwfmw8422215.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130181174","content_text":"4月3日上午消息，特斯拉宣布旗下Optimus人形机器人又有更新，行走步态更稳，摆臂更轻盈，AI技术与车同源，持续进化。据悉，马斯克近期在特斯拉全体员工大会上表示，特斯拉未来将实现“不到5秒就生产出一台无人驾驶电动车”，并最终达到无人驾驶车的行驶安全水平比人类驾驶安全10倍的目标。与此同时，特斯拉今年将试生产人形机器人5000台，明年预计生产5万台。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556536172294360,"gmtCreate":1776901591589,"gmtModify":1776901593505,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"<a 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大众、福特等传统车企的市场需求在萎缩，只有特斯拉有广阔市场需求……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556536172294360","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553868802070616,"gmtCreate":1776256515236,"gmtModify":1776256517725,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"杰出……","listText":"杰出……","text":"杰出……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553868802070616","repostId":"2627285266","repostType":2,"repost":{"id":"2627285266","kind":"news","pubTimestamp":1776251980,"share":"https://www.laohu8.com/m/news/2627285266?lang=zh_CN&edition=full","pubTime":"2026-04-15 19:19","market":"us","language":"zh","title":"特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2627285266","media":"智通财经","summary":"马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。</strong>马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。</p><p>据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。其性能目标直指行业领先水平，在单芯片配置下性能可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Hopper架构相当，双芯片配置则能媲美英伟达Blackwell架构，同时拥有更低的成本和功耗。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中，是特斯拉地面算力布局的核心。</p><p>马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节，检测设计的芯片是否可用，进而为后续的大规模量产做准备。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。</p><p>值得一提的是，紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月，行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态，可实现参数快速调试、场景即时反馈，进而将研发周期大幅压缩至9个月。</p><p>特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。</p><p>早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。</p><p>马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署，特斯拉对芯片的需求每年将达到1000亿至2000亿颗，即便是全球晶圆代工厂按照最乐观的预测进行扩产，其产能也无法满足特斯拉未来对AI芯片的爆炸性需求，因此自建一座大型晶圆厂“势在必行”。</p><p>马斯克称：“我们非常感谢现有的供应链，感谢三星、台积电等公司，希望他们能够尽快扩大规模，我们将购买他们所有的芯片。 我已经跟他们说过这些话了，他们能接受的扩张速度是有上限的，但这个速度远低于我们的预期，所以我们要建造Terafab。”</p><p>据测算，Terafab项目投产后，特斯拉的芯片综合成本可降低50%至70%，算力电力成本仅为地面光伏的1/3至1/5，产品迭代速度将提升2至3倍，这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。</p><p>然而，跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备，但面对Terafab项目高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的潜在总成本，其资金压力依然巨大。此外，特斯拉作为一家汽车制造商，毫无半导体制造经验，从零开始建造一座采用2纳米制程的晶圆厂，面临着设备采购、人才短缺和良率控制等多重难题。因此，这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。</p><p>目前，Terafab项目官网已正式上线，并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘，显示出项目已进入实质推进阶段。行业分析认为，Terafab不仅是特斯拉垂直整合产业链的关键一步，更是对全球算力格局和芯片产业的一次重大探索。</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>特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一</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A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 19:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1428907.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1428907.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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TLA":"GraniteShares Autocallable TSLA ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4604":"机器人概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","GOOG":"谷歌","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL 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SGD-H1"},"source_url":"http://www.zhitongcaijing.com/content/detail/1428907.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627285266","content_text":"特斯拉首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。其性能目标直指行业领先水平，在单芯片配置下性能可与英伟达Hopper架构相当，双芯片配置则能媲美英伟达Blackwell架构，同时拥有更低的成本和功耗。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中，是特斯拉地面算力布局的核心。马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节，检测设计的芯片是否可用，进而为后续的大规模量产做准备。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。值得一提的是，紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月，行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态，可实现参数快速调试、场景即时反馈，进而将研发周期大幅压缩至9个月。特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署，特斯拉对芯片的需求每年将达到1000亿至2000亿颗，即便是全球晶圆代工厂按照最乐观的预测进行扩产，其产能也无法满足特斯拉未来对AI芯片的爆炸性需求，因此自建一座大型晶圆厂“势在必行”。马斯克称：“我们非常感谢现有的供应链，感谢三星、台积电等公司，希望他们能够尽快扩大规模，我们将购买他们所有的芯片。 我已经跟他们说过这些话了，他们能接受的扩张速度是有上限的，但这个速度远低于我们的预期，所以我们要建造Terafab。”据测算，Terafab项目投产后，特斯拉的芯片综合成本可降低50%至70%，算力电力成本仅为地面光伏的1/3至1/5，产品迭代速度将提升2至3倍，这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。然而，跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备，但面对Terafab项目高达数百亿美元的潜在总成本，其资金压力依然巨大。此外，特斯拉作为一家汽车制造商，毫无半导体制造经验，从零开始建造一座采用2纳米制程的晶圆厂，面临着设备采购、人才短缺和良率控制等多重难题。因此，这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。目前，Terafab项目官网已正式上线，并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘，显示出项目已进入实质推进阶段。行业分析认为，Terafab不仅是特斯拉垂直整合产业链的关键一步，更是对全球算力格局和芯片产业的一次重大探索。","news_type":1,"symbols_score_info":{"TEST":0.6,"TSDD":0.6,"TSLW":0.6,"TSL":0.6,"TSLA":1.98,"TSLQ":0.6,"TSLP":0.6,"CRSH":0.6,"UFO":0.6,"AMZN":0.6,"MSFT":0.6,"NVDA":0.6,"TSLR":0.6,"07766":0.6,"TSLS":0.6,"TSYY":0.6,"GOOG":0.6,"TSLT":0.6,"TSLY":0.6,"TESL":0.6,"META":0.6,"TSLI":0.6,"TLA":0.6,"TSLZ":0.6,"TSLO":0.6,"TSII":0.6,"AAPL":0.6,"TSLG":0.6}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553867445264736,"gmtCreate":1776256110352,"gmtModify":1776256112620,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"太杰出了","listText":"太杰出了","text":"太杰出了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553867445264736","repostId":"1175858464","repostType":2,"repost":{"id":"1175858464","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":1776238085,"share":"https://www.laohu8.com/m/news/1175858464?lang=zh_CN&edition=full","pubTime":"2026-04-15 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15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月15日，马斯克：恭喜特斯拉AI芯片设计团队成功完成AI5芯片的流片。AI5将成为有史以来产量最大的人工智能芯片之一。AI6、Dojo3以及其他令人期待的芯片也正在开发中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8dcc638f90af443cf1ad2ab914fff6c\" title=\"\" tg-width=\"1108\" 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 21世纪最伟大的企业家的公司","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 21世纪最伟大的企业家的公司","text":"$特斯拉(TSLA)$ 21世纪最伟大的企业家的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553186859653264","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551902906893296,"gmtCreate":1775776560094,"gmtModify":1775776562794,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"马斯克的TeraFab已经先行一步了","listText":"马斯克的TeraFab已经先行一步了","text":"马斯克的TeraFab已经先行一步了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551902906893296","repostId":"1181683110","repostType":2,"repost":{"id":"1181683110","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":1775776071,"share":"https://www.laohu8.com/m/news/1181683110?lang=zh_CN&edition=full","pubTime":"2026-04-10 07:07","market":"us","language":"zh","title":"市场消息：Anthropic考虑自主研发AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1181683110","media":"老虎资讯综合","summary":"4月10日，三位消息人士称，人工智能巨头Anthropic正在探索自主设计芯片的可能性。该公司及其竞争对手正努力应对人工智能芯片短缺的问题，这些芯片对于驱动和开发更先进的人工智能系统至关重要。知情人士透露，Anthropic的计划尚处于早期阶段，该公司最终可能还是会选择购买人工智能芯片，而不是自行设计。该公司尚未确定具体的设计方案，也没有组建专门的团队来负责该项目。Anthropic使用多种芯片，包括谷歌(GOOG.O)设计的张量处理单元(TPU)和亚马逊(AMZN.O)的芯片，来开发和运行其人工智能模型Claude。","content":"<html><head></head><body><p>4月10日，三位消息人士称，人工智能巨头Anthropic正在探索自主设计芯片的可能性。该公司及其竞争对手正努力应对人工智能芯片短缺的问题，这些芯片对于驱动和开发更先进的人工智能系统至关重要。知情人士透露，Anthropic的计划尚处于早期阶段，该公司最终可能还是会选择购买人工智能芯片，而不是自行设计。该公司尚未确定具体的设计方案，也没有组建专门的团队来负责该项目。Anthropic使用多种芯片，包括谷歌(GOOG.O)设计的张量处理单元(TPU)和亚马逊(AMZN.O)的芯片，来开发和运行其人工智能模型Claude。</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\" 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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\">2026-04-10 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，三位消息人士称，人工智能巨头Anthropic正在探索自主设计芯片的可能性。该公司及其竞争对手正努力应对人工智能芯片短缺的问题，这些芯片对于驱动和开发更先进的人工智能系统至关重要。知情人士透露，Anthropic的计划尚处于早期阶段，该公司最终可能还是会选择购买人工智能芯片，而不是自行设计。该公司尚未确定具体的设计方案，也没有组建专门的团队来负责该项目。Anthropic使用多种芯片，包括谷歌(GOOG.O)设计的张量处理单元(TPU)和亚马逊(AMZN.O)的芯片，来开发和运行其人工智能模型Claude。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181683110","content_text":"4月10日，三位消息人士称，人工智能巨头Anthropic正在探索自主设计芯片的可能性。该公司及其竞争对手正努力应对人工智能芯片短缺的问题，这些芯片对于驱动和开发更先进的人工智能系统至关重要。知情人士透露，Anthropic的计划尚处于早期阶段，该公司最终可能还是会选择购买人工智能芯片，而不是自行设计。该公司尚未确定具体的设计方案，也没有组建专门的团队来负责该项目。Anthropic使用多种芯片，包括谷歌(GOOG.O)设计的张量处理单元(TPU)和亚马逊(AMZN.O)的芯片，来开发和运行其人工智能模型Claude。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551762202706136,"gmtCreate":1775742131931,"gmtModify":1775742134588,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"与马斯克站在一起就对了","listText":"与马斯克站在一起就对了","text":"与马斯克站在一起就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551762202706136","repostId":"2626905095","repostType":2,"repost":{"id":"2626905095","kind":"news","pubTimestamp":1775716552,"share":"https://www.laohu8.com/m/news/2626905095?lang=zh_CN&edition=full","pubTime":"2026-04-09 14:35","market":"us","language":"zh","title":"特斯拉“证明之年”遇上Q1交付“开门黑”，分析师多空激辩抄底or逃顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2626905095","media":"智通财经","summary":"智通财经APP获悉，特斯拉公司在2026年开局不利，截至4月初，股价年内累计下跌约21.5%。特斯拉最新消息特斯拉近期发布了2026年一季度产销报告，这是近期看空情绪的主要催化剂。这一竞争压力，叠加电动车激励政策到期以及涉及关税的地缘政治不确定性，迫使特斯拉采用刺激需求的折扣策略，这威胁到其长期利润率水平。展望未来，投资者正聚焦公司AI和机器人领域的“证明之年”。","content":"<html><head></head><body><p>4月9日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司在2026年开局不利，截至4月初，股价年内累计下跌约21.5%。一季度令人失望的产销报告加速了抛售，该报告显示库存积压达50,363辆，且储能业务大幅不及预期，缺口高达38.9%。</p><p>尽管市场对季度数据反应负面，但分析师对当前估值究竟是买入机会还是进一步下跌的警示信号仍存在分歧。</p><h2 id=\"id_559971942\">分析师如何看待特斯拉的未来?</h2><p>多头指出，特斯拉非汽车业务具备长期“期权价值”，尤其是在全自动驾驶(FSD)、Robotaxi计划以及擎天柱机器人方面的进展。他们还注意到韩国等市场的需求催化剂尚未释放，并认为随着股价相对于其在AI和能源领域的未来潜力变得“便宜”，风险回报比正在改善。</p><p>空头则强调核心汽车业务存在结构性问题，包括竞争护城河收窄以及来自<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>等对手的压力加剧。他们指出产销量巨大差距导致库存令人担忧地增加，并认为当前超过300倍的滚动市盈率在利润率压缩和品牌形象恶化背景下难以自圆其说。</p><p>以下为部分分析师观点摘要：</p><p>分析师The Techie，评级：买入</p><p>“特斯拉股价遭遇猛烈抛售，年内下跌21.5%，因大盘受地缘政治不确定性拖累。我认为当前水平下风险回报比有利，升级至谨慎买入，前提是地缘政治和关税阻力有所缓解。”</p><p>投资小组负责人Amrita Roy，评级：买入</p><p>“特斯拉核心汽车业务面临短期逆风，但我将2026年视为其AI和机器人愿景的‘证明之年’……计划在330美元和273美元价位加仓，维持低配仓位，预计短期波动但不会达到华尔街分析师所说的程度。”</p><p>金融分析师Forward Analytics，评级：卖出</p><p>“特斯拉面临结构性交付下滑、利润率压缩、品牌恶化和竞争加剧，尤其是来自<a href=\"https://laohu8.com/S/002594\">比亚迪</a>……即使采用乐观假设，我的DCF情景预测当前股价仍有14%至76%的下行空间。”</p><p>财经分析师Bill Maurer，评级：看跌</p><p>“特斯拉估值仍极高，2026年预期市盈率183倍，远超传统车企和科技巨头……储能业务大幅低于分析师预期。”</p><p>股票研究分析师HF Analyst，评级：看跌</p><p>“库存积压恶化至50,363辆……特斯拉的电动车竞争护城河已经收窄，引发对其长期市场主导地位和估值的质疑。”</p><p>除分析师外，Seeking Alpha的量化系统目前对特斯拉持谨慎评级，反映出其高增长叙事与近期运营失误之间的脱节。尽管公司仍保有科技领军者地位，但其量化得分因交付下滑和估值担忧而承压。</p><p>估值：得分较差，滚动市盈率达335.12倍，远超行业中位数及传统汽车同行。</p><p>增长：增长指标承压，得分较低，因一季度交付数据远低于分析师预期。</p><p>盈利能力：尽管利润率压缩，但与行业中位数相比，盈利能力得分仍相对较强，但分析师警告称，持续的促销折扣正威胁这一优势。</p><p>动能：动能得分疲弱，股价年内暴跌21.5%，严重跑输<a href=\"https://laohu8.com/S/161125\">标普500</a>指数及其他“七巨头”成员。</p><p>盈利修正：盈利修正为下调趋势，因分析师在储能和交付数据疲软后下调了一季度及2026全年预期。</p><p>特斯拉最新消息</p><p>特斯拉近期发布了2026年一季度产销报告，这是近期看空情绪的主要催化剂。报告显示，产量显著超过交付量，导致库存过剩50,363辆。此外，作为非汽车增长故事关键支柱的储能业务，竟比分析师预期低38.9%。</p><p>公司还面临电动车领域日益激烈的竞争，尤其是来自持续挑战其市场份额的<a href=\"https://laohu8.com/S/01211\">比亚迪</a>。这一竞争压力，叠加电动车激励政策到期以及涉及关税的地缘政治不确定性，迫使特斯拉采用刺激需求的折扣策略，这威胁到其长期利润率水平。</p><p>展望未来，投资者正聚焦公司AI和机器人领域的“证明之年”。尽管核心汽车指标表现挣扎，市场正密切关注Robotaxi和擎天柱项目的实质性进展，因为这些业务日益被视为支撑公司1.35万亿美元市值的主要理由。</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>特斯拉“证明之年”遇上Q1交付“开门黑”，分析师多空激辩抄底or逃顶</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“证明之年”遇上Q1交付“开门黑”，分析师多空激辩抄底or逃顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 14:35 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1426440.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月9日，特斯拉公司在2026年开局不利，截至4月初，股价年内累计下跌约21.5%。一季度令人失望的产销报告加速了抛售，该报告显示库存积压达50,363辆，且储能业务大幅不及预期，缺口高达38.9%。尽管市场对季度数据反应负面，但分析师对当前估值究竟是买入机会还是进一步下跌的警示信号仍存在分歧。分析师如何看待特斯拉的未来?多头指出，特斯拉非汽车业务具备长期“期权价值”，尤其是在全自动驾驶(FSD)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1426440.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4555":"新能源车","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY 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ACC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1426440.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626905095","content_text":"4月9日，特斯拉公司在2026年开局不利，截至4月初，股价年内累计下跌约21.5%。一季度令人失望的产销报告加速了抛售，该报告显示库存积压达50,363辆，且储能业务大幅不及预期，缺口高达38.9%。尽管市场对季度数据反应负面，但分析师对当前估值究竟是买入机会还是进一步下跌的警示信号仍存在分歧。分析师如何看待特斯拉的未来?多头指出，特斯拉非汽车业务具备长期“期权价值”，尤其是在全自动驾驶(FSD)、Robotaxi计划以及擎天柱机器人方面的进展。他们还注意到韩国等市场的需求催化剂尚未释放，并认为随着股价相对于其在AI和能源领域的未来潜力变得“便宜”，风险回报比正在改善。空头则强调核心汽车业务存在结构性问题，包括竞争护城河收窄以及来自比亚迪等对手的压力加剧。他们指出产销量巨大差距导致库存令人担忧地增加，并认为当前超过300倍的滚动市盈率在利润率压缩和品牌形象恶化背景下难以自圆其说。以下为部分分析师观点摘要：分析师The Techie，评级：买入“特斯拉股价遭遇猛烈抛售，年内下跌21.5%，因大盘受地缘政治不确定性拖累。我认为当前水平下风险回报比有利，升级至谨慎买入，前提是地缘政治和关税阻力有所缓解。”投资小组负责人Amrita Roy，评级：买入“特斯拉核心汽车业务面临短期逆风，但我将2026年视为其AI和机器人愿景的‘证明之年’……计划在330美元和273美元价位加仓，维持低配仓位，预计短期波动但不会达到华尔街分析师所说的程度。”金融分析师Forward Analytics，评级：卖出“特斯拉面临结构性交付下滑、利润率压缩、品牌恶化和竞争加剧，尤其是来自比亚迪……即使采用乐观假设，我的DCF情景预测当前股价仍有14%至76%的下行空间。”财经分析师Bill Maurer，评级：看跌“特斯拉估值仍极高，2026年预期市盈率183倍，远超传统车企和科技巨头……储能业务大幅低于分析师预期。”股票研究分析师HF Analyst，评级：看跌“库存积压恶化至50,363辆……特斯拉的电动车竞争护城河已经收窄，引发对其长期市场主导地位和估值的质疑。”除分析师外，Seeking Alpha的量化系统目前对特斯拉持谨慎评级，反映出其高增长叙事与近期运营失误之间的脱节。尽管公司仍保有科技领军者地位，但其量化得分因交付下滑和估值担忧而承压。估值：得分较差，滚动市盈率达335.12倍，远超行业中位数及传统汽车同行。增长：增长指标承压，得分较低，因一季度交付数据远低于分析师预期。盈利能力：尽管利润率压缩，但与行业中位数相比，盈利能力得分仍相对较强，但分析师警告称，持续的促销折扣正威胁这一优势。动能：动能得分疲弱，股价年内暴跌21.5%，严重跑输标普500指数及其他“七巨头”成员。盈利修正：盈利修正为下调趋势，因分析师在储能和交付数据疲软后下调了一季度及2026全年预期。特斯拉最新消息特斯拉近期发布了2026年一季度产销报告，这是近期看空情绪的主要催化剂。报告显示，产量显著超过交付量，导致库存过剩50,363辆。此外，作为非汽车增长故事关键支柱的储能业务，竟比分析师预期低38.9%。公司还面临电动车领域日益激烈的竞争，尤其是来自持续挑战其市场份额的比亚迪。这一竞争压力，叠加电动车激励政策到期以及涉及关税的地缘政治不确定性，迫使特斯拉采用刺激需求的折扣策略，这威胁到其长期利润率水平。展望未来，投资者正聚焦公司AI和机器人领域的“证明之年”。尽管核心汽车指标表现挣扎，市场正密切关注Robotaxi和擎天柱项目的实质性进展，因为这些业务日益被视为支撑公司1.35万亿美元市值的主要理由。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551710082240704,"gmtCreate":1775723387060,"gmtModify":1775723389668,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"记得以前也有个瑞银分析师，长期看空特斯拉，被市场打脸无数次后，现在好像不吭气了……","listText":"记得以前也有个瑞银分析师，长期看空特斯拉，被市场打脸无数次后，现在好像不吭气了……","text":"记得以前也有个瑞银分析师，长期看空特斯拉，被市场打脸无数次后，现在好像不吭气了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551710082240704","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529745274045288,"gmtCreate":1770353316640,"gmtModify":1770355651610,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"最近美国核心经济指标如GDP、通胀率、投资都表现亮眼，然而股市却表现出大幅波动，主要原因是受以下四个方面的影响，一是对米国与伊朗两国之间可能发生战争的担忧，二是美联储新老主席交替期间对下一步政策不确定性的忧虑，三是英伟达向OpenAI就投资1000亿美元的争执带来的对ai投资的疑虑，四是担心爱博斯坦文件的披露会对经济造成影响……","listText":"最近美国核心经济指标如GDP、通胀率、投资都表现亮眼，然而股市却表现出大幅波动，主要原因是受以下四个方面的影响，一是对米国与伊朗两国之间可能发生战争的担忧，二是美联储新老主席交替期间对下一步政策不确定性的忧虑，三是英伟达向OpenAI就投资1000亿美元的争执带来的对ai投资的疑虑，四是担心爱博斯坦文件的披露会对经济造成影响……","text":"最近美国核心经济指标如GDP、通胀率、投资都表现亮眼，然而股市却表现出大幅波动，主要原因是受以下四个方面的影响，一是对米国与伊朗两国之间可能发生战争的担忧，二是美联储新老主席交替期间对下一步政策不确定性的忧虑，三是英伟达向OpenAI就投资1000亿美元的争执带来的对ai投资的疑虑，四是担心爱博斯坦文件的披露会对经济造成影响……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529745274045288","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528376942015976,"gmtCreate":1770028833663,"gmtModify":1770028835420,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"<a 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2026年将是马斯克的一个大年份，也会是人类历史上的一个大年份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528376942015976","isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527082638365736,"gmtCreate":1769690494739,"gmtModify":1769690507562,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"themes":[],"title":"","htmlText":"很幸运生在人类文明的一个大时代，亲自见证自动驾驶、ai、人形机器人等科技给人类带来的富足……","listText":"很幸运生在人类文明的一个大时代，亲自见证自动驾驶、ai、人形机器人等科技给人类带来的富足……","text":"很幸运生在人类文明的一个大时代，亲自见证自动驾驶、ai、人形机器人等科技给人类带来的富足……","images":[{"img":"https://static.tigerbbs.com/26bdcd996cce8d53e7d6be1f242505e7","width":"1200","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527082638365736","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}