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沙克
沙克
·
09-17
蚍蜉撼树
英伟达股价下跌1.2%，传中国互联网监管机构要求大型科技公司停止采购该公司AI芯片
英伟达股价下跌1.2%，此前有报道称，中国互联网监管机构已通知国内最大的科技企业，要求其停止购买英伟达公司的所有AI芯片产品。
英伟达股价下跌1.2%，传中国互联网监管机构要求大型科技公司停止采购该公司AI芯片
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沙克
沙克
·
07-15
$Wolfspeed Inc.(WOLF)$
啥时候能涨回20?
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沙克
沙克
·
06-09
马斯克一步错，步步错，斗不过流氓人渣特朗普
"特马"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面
特朗普警告当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。如今，这条帖文也被马斯克删除。特朗普5日威胁终止马斯克的政府补贴和合同。
"特马"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面
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沙克
沙克
·
06-06
刺已经扎在了双方的心里，即使和也是表面上的
就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？
就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。
就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？
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沙克
沙克
·
06-06
这还用问？？
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沙克
沙克
·
05-27
改不了，而且绝大多数都是这样
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沙克
沙克
·
05-23
还特么吹呢，看看ARM的官宣去吧
高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV
高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。
高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV
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沙克
沙克
·
05-09
哪家银行啊，也不说清楚
非常抱歉，此主贴已删除
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沙克
沙克
·
04-13
跟东大没关系吧
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
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21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英伟达股价下跌1.2%，此前有报道称，中国互联网监管机构已通知国内最大的科技企业，要求其停止购买英伟达公司的所有AI芯片产品。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) 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href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$ </a> 啥时候能涨回20?","text":"$Wolfspeed Inc.(WOLF)$ 啥时候能涨回20?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456913841365288","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443996396478576,"gmtCreate":1749420097907,"gmtModify":1749432491695,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"马斯克一步错，步步错，斗不过流氓人渣特朗普","listText":"马斯克一步错，步步错，斗不过流氓人渣特朗普","text":"马斯克一步错，步步错，斗不过流氓人渣特朗普","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443996396478576","repostId":"1164740620","repostType":4,"repost":{"id":"1164740620","kind":"news","pubTimestamp":1749355734,"share":"https://www.laohu8.com/m/news/1164740620?lang=&edition=full","pubTime":"2025-06-08 12:08","market":"us","language":"zh","title":"\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面","url":"https://stock-news.laohu8.com/highlight/detail?id=1164740620","media":"券商中国","summary":"特朗普警告当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。如今，这条帖文也被马斯克删除。特朗普5日威胁终止马斯克的政府补贴和合同。","content":"<html><head></head><body><p><strong>周末，特朗普和马斯克继续刷屏！</strong></p><p>据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。</p><p style=\"text-align: justify;\"><strong>另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。</strong></p><p style=\"text-align: justify;\">美国媒体认为，马斯克与特朗普“决裂”，有三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克的“好友”提名遭撤销。</p><p style=\"text-align: justify;\">来看详细报道！</p><blockquote><p><strong>特朗普警告</strong></p></blockquote><p style=\"text-align: justify;\">当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。</p><p style=\"text-align: justify;\">特朗普称：“如果他这么做，他会为此付出代价。”但未透露具体措施。特朗普补充说，已无意愿修复自己与马斯克的关系，“我认为这段关系已经结束了”。然而，特朗普也表示，他没有考虑终止美国政府与马斯克的星链（Starlink）或SpaceX公司的合同。特朗普继续补充说，他还没有讨论过是否调查马斯克。</p><p style=\"text-align: justify;\"><strong>据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。</strong>6月5日，特朗普谈及马斯克，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克“非常失望”。特朗普称，马斯克对特朗普政府撤销电动汽车“强制令”感到很不高兴。特朗普当天还表示，马斯克了解“宏大而美丽”法案的内部运作，且对此毫无异议，直到发现要撤销电动汽车“强制令”才意识到问题。</p><p style=\"text-align: justify;\">在特朗普发表对马斯克的评价后，马斯克迅速在社交媒体上回应并反驳称，“大错特错，这项法案一次也没有给我看过，而且是在深夜迅速通过的！”</p><p style=\"text-align: justify;\">似乎是回应马斯克的批评，特朗普随后又在其社交媒体平台“真实社交”上发文称，马斯克已开始“失去耐性”。特朗普称他要求马斯克离开，撤销了马斯克强推的电动汽车“强制令”，结果“马斯克疯了”。</p><p style=\"text-align: justify;\">特朗普声称，马斯克几个月前就知道特朗普会撤销电动汽车“强制令”。此外，特朗普还对马斯克发出威胁，他表示，在数十亿美元的预算中，最简单的省钱方法就是终止马斯克的政府补贴和合同。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。</p><blockquote><p>马斯克删帖</p></blockquote><p style=\"text-align: justify;\">然而，马斯克似乎冷静下来了。路透社6月8日报道称，马斯克已经删除了一些批评特朗普的社交媒体帖子，其中包括一条表示支持弹劾美国总统的帖子，似乎是为了缓和周四爆发的公开争执。报道称，在特朗普担任美国总统的第一个任期内，当时由民主党控制的众议院两次投票弹劾特朗普，但参议院两次都宣告他无罪。</p><p style=\"text-align: justify;\">马斯克删除的帖子之一是对另一条用户帖子的回应。当地时间6月5日，在社交媒体平台“X”上，有用户发帖称，“总统与埃隆。谁赢了？我的钱在埃隆身上。特朗普应该被弹劾，（副总统）JD Vance应该接替他。”马斯克回复上述帖文称：“是的。”</p><p style=\"text-align: justify;\"><strong>另外，马斯克近日在与特朗普激烈公开争执期间，在社交媒体上发布了一则帖文，暗示特朗普与“爱泼斯坦案”有关联。如今，这条帖文也被马斯克删除。</strong></p><p style=\"text-align: justify;\">当地时间6月5日，在猛批特朗普政府“大而美”法案之后，马斯克又在社交媒体表示：“是时候引爆真正的重磅炸弹了，特朗普总统在爱泼斯坦一案的文件里。这才是文件未被公开的真正原因。”</p><p style=\"text-align: justify;\">马斯克提到的爱泼斯坦是一名曾与美国政商界众多知名人士交往甚密的金融家。他将位于美属维尔京群岛的私人岛屿打造为“成人乐园”，供权贵阶层享乐，众多未成年人成为受害者。 2019年，爱泼斯坦被捕，但在一个多月后突然在狱中死亡，并存在大量疑点和争议的情况下被鉴定为“自杀”。</p><blockquote><p>决裂原因曝光</p></blockquote><p style=\"text-align: justify;\">美国媒体认为，马斯克与特朗普撕破脸，是因为权力和经济利益。其中包括三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克“好友”提名遭撤销。</p><p style=\"text-align: justify;\">据新华社援引美国沃克斯新闻网站报道，特朗普的一些内阁成员认为，马斯克领导的政府效率部在裁撤政府机构和人员方面做得太过，特朗普随后要求政府效率部与其他部门合作，以“手术刀”而非“斧头”的方式行事。这让马斯克受到打击，并在内部权力斗争中逐渐失势。</p><p style=\"text-align: justify;\">报道说，马斯克寻求延长他的“特殊政府雇员”任期，但遭到拒绝。美国阿克西奥斯新闻网站也报道了马斯克希望延长任期遭拒的消息。</p><p style=\"text-align: justify;\">特朗普6月5日在社交媒体平台“真实社交”上写道，马斯克的作用“正在消磨殆尽，我要求他离开”。</p><p style=\"text-align: justify;\">另据《纽约时报》上月28日援引消息人士的话报道，马斯克曾承诺，将为明年举行的中期选举向特朗普阵营捐款1亿美元，但至今没有兑现。</p><p style=\"text-align: justify;\">美国媒体指出，马斯克与特朗普决裂的原因还包括，前者对后者力推的全面减税和支出法案中取消电动汽车消费者税收抵免的政策不满。特朗普5日称，马斯克原本对这一法案“没有问题”，但因发现电动汽车的税收抵免政策被取消而“变得疯狂”。</p><p style=\"text-align: justify;\">美国有线电视新闻网报道，特斯拉销售业绩今年大幅下滑，需要继续执行税收抵免政策以保持市场需求。美国摩根大通日前估算，税收抵免政策一旦取消，特斯拉每年将损失约12亿美元。</p><p style=\"text-align: justify;\">美国媒体还报道，马斯克也不满特朗普政府未能满足他对旗下其他企业的经济利益诉求。特朗普5月访问中东期间宣布一项关于人工智能的重大投资协议，但马斯克曾试图阻止，因为这项交易让其商业竞争对手开放人工智能研究中心（OpenAI）获益。马斯克还希望美国联邦航空局在全国空中交通管制系统中使用“星链”，但未能如愿。</p><p style=\"text-align: justify;\">特朗普日前决定撤回对美国富豪贾里德·艾萨克曼出任美国国家航空航天局（NASA）局长的提名，也被认为是激怒马斯克的原因之一。</p><p style=\"text-align: justify;\">据报道，艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，与马斯克关系密切。艾萨克曼是太空探索技术公司的重要客户，为该公司的服务支付了数亿美元。艾萨克曼2021年9月以来至少两次搭乘该公司飞船进入太空，去年9月完成全球首次商业太空行走。马斯克支持艾萨克曼出任NASA新任局长，而NASA是太空探索技术公司的大客户。</p><p style=\"text-align: justify;\">特朗普去年12月提名艾萨克曼接任NASA局长。5月31日，即在白宫为马斯克举行“欢送会”次日，特朗普宣布对艾萨克曼“以前各种关系”的详细审视后作出撤回提名的决定。</p><p style=\"text-align: justify;\">艾萨克曼曾给民主党捐款。特朗普称其为“彻头彻尾的民主党人”，并表示将提名的新人选会执行“美国优先”的政策。</p><p style=\"text-align: justify;\">特朗普5日威胁终止马斯克的政府补贴和合同。在特朗普首次执政时担任首席战略师的美国保守派人物史蒂夫·班农敦促特朗普政府取消与马斯克旗下企业的一切合同，还要求政府依据国家安全法律“没收”太空探索技术公司，并“驱逐”从南非移民至美国的马斯克。马斯克则回怼称班农“愚蠢”。</p></body></html>","source":"cszg","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>\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面</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\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 12:08 北京时间 <a href=https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周末，特朗普和马斯克继续刷屏！据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。美国媒体...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d66b78d82be43211e6e951c438f765d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164740620","content_text":"周末，特朗普和马斯克继续刷屏！据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。美国媒体认为，马斯克与特朗普“决裂”，有三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克的“好友”提名遭撤销。来看详细报道！特朗普警告当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普称：“如果他这么做，他会为此付出代价。”但未透露具体措施。特朗普补充说，已无意愿修复自己与马斯克的关系，“我认为这段关系已经结束了”。然而，特朗普也表示，他没有考虑终止美国政府与马斯克的星链（Starlink）或SpaceX公司的合同。特朗普继续补充说，他还没有讨论过是否调查马斯克。据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。6月5日，特朗普谈及马斯克，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克“非常失望”。特朗普称，马斯克对特朗普政府撤销电动汽车“强制令”感到很不高兴。特朗普当天还表示，马斯克了解“宏大而美丽”法案的内部运作，且对此毫无异议，直到发现要撤销电动汽车“强制令”才意识到问题。在特朗普发表对马斯克的评价后，马斯克迅速在社交媒体上回应并反驳称，“大错特错，这项法案一次也没有给我看过，而且是在深夜迅速通过的！”似乎是回应马斯克的批评，特朗普随后又在其社交媒体平台“真实社交”上发文称，马斯克已开始“失去耐性”。特朗普称他要求马斯克离开，撤销了马斯克强推的电动汽车“强制令”，结果“马斯克疯了”。特朗普声称，马斯克几个月前就知道特朗普会撤销电动汽车“强制令”。此外，特朗普还对马斯克发出威胁，他表示，在数十亿美元的预算中，最简单的省钱方法就是终止马斯克的政府补贴和合同。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。马斯克删帖然而，马斯克似乎冷静下来了。路透社6月8日报道称，马斯克已经删除了一些批评特朗普的社交媒体帖子，其中包括一条表示支持弹劾美国总统的帖子，似乎是为了缓和周四爆发的公开争执。报道称，在特朗普担任美国总统的第一个任期内，当时由民主党控制的众议院两次投票弹劾特朗普，但参议院两次都宣告他无罪。马斯克删除的帖子之一是对另一条用户帖子的回应。当地时间6月5日，在社交媒体平台“X”上，有用户发帖称，“总统与埃隆。谁赢了？我的钱在埃隆身上。特朗普应该被弹劾，（副总统）JD Vance应该接替他。”马斯克回复上述帖文称：“是的。”另外，马斯克近日在与特朗普激烈公开争执期间，在社交媒体上发布了一则帖文，暗示特朗普与“爱泼斯坦案”有关联。如今，这条帖文也被马斯克删除。当地时间6月5日，在猛批特朗普政府“大而美”法案之后，马斯克又在社交媒体表示：“是时候引爆真正的重磅炸弹了，特朗普总统在爱泼斯坦一案的文件里。这才是文件未被公开的真正原因。”马斯克提到的爱泼斯坦是一名曾与美国政商界众多知名人士交往甚密的金融家。他将位于美属维尔京群岛的私人岛屿打造为“成人乐园”，供权贵阶层享乐，众多未成年人成为受害者。 2019年，爱泼斯坦被捕，但在一个多月后突然在狱中死亡，并存在大量疑点和争议的情况下被鉴定为“自杀”。决裂原因曝光美国媒体认为，马斯克与特朗普撕破脸，是因为权力和经济利益。其中包括三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克“好友”提名遭撤销。据新华社援引美国沃克斯新闻网站报道，特朗普的一些内阁成员认为，马斯克领导的政府效率部在裁撤政府机构和人员方面做得太过，特朗普随后要求政府效率部与其他部门合作，以“手术刀”而非“斧头”的方式行事。这让马斯克受到打击，并在内部权力斗争中逐渐失势。报道说，马斯克寻求延长他的“特殊政府雇员”任期，但遭到拒绝。美国阿克西奥斯新闻网站也报道了马斯克希望延长任期遭拒的消息。特朗普6月5日在社交媒体平台“真实社交”上写道，马斯克的作用“正在消磨殆尽，我要求他离开”。另据《纽约时报》上月28日援引消息人士的话报道，马斯克曾承诺，将为明年举行的中期选举向特朗普阵营捐款1亿美元，但至今没有兑现。美国媒体指出，马斯克与特朗普决裂的原因还包括，前者对后者力推的全面减税和支出法案中取消电动汽车消费者税收抵免的政策不满。特朗普5日称，马斯克原本对这一法案“没有问题”，但因发现电动汽车的税收抵免政策被取消而“变得疯狂”。美国有线电视新闻网报道，特斯拉销售业绩今年大幅下滑，需要继续执行税收抵免政策以保持市场需求。美国摩根大通日前估算，税收抵免政策一旦取消，特斯拉每年将损失约12亿美元。美国媒体还报道，马斯克也不满特朗普政府未能满足他对旗下其他企业的经济利益诉求。特朗普5月访问中东期间宣布一项关于人工智能的重大投资协议，但马斯克曾试图阻止，因为这项交易让其商业竞争对手开放人工智能研究中心（OpenAI）获益。马斯克还希望美国联邦航空局在全国空中交通管制系统中使用“星链”，但未能如愿。特朗普日前决定撤回对美国富豪贾里德·艾萨克曼出任美国国家航空航天局（NASA）局长的提名，也被认为是激怒马斯克的原因之一。据报道，艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，与马斯克关系密切。艾萨克曼是太空探索技术公司的重要客户，为该公司的服务支付了数亿美元。艾萨克曼2021年9月以来至少两次搭乘该公司飞船进入太空，去年9月完成全球首次商业太空行走。马斯克支持艾萨克曼出任NASA新任局长，而NASA是太空探索技术公司的大客户。特朗普去年12月提名艾萨克曼接任NASA局长。5月31日，即在白宫为马斯克举行“欢送会”次日，特朗普宣布对艾萨克曼“以前各种关系”的详细审视后作出撤回提名的决定。艾萨克曼曾给民主党捐款。特朗普称其为“彻头彻尾的民主党人”，并表示将提名的新人选会执行“美国优先”的政策。特朗普5日威胁终止马斯克的政府补贴和合同。在特朗普首次执政时担任首席战略师的美国保守派人物史蒂夫·班农敦促特朗普政府取消与马斯克旗下企业的一切合同，还要求政府依据国家安全法律“没收”太空探索技术公司，并“驱逐”从南非移民至美国的马斯克。马斯克则回怼称班农“愚蠢”。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443188889022784,"gmtCreate":1749222613956,"gmtModify":1749222615644,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"刺已经扎在了双方的心里，即使和也是表面上的","listText":"刺已经扎在了双方的心里，即使和也是表面上的","text":"刺已经扎在了双方的心里，即使和也是表面上的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443188889022784","repostId":"2541088074","repostType":4,"repost":{"id":"2541088074","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":1749191100,"share":"https://www.laohu8.com/m/news/2541088074?lang=&edition=full","pubTime":"2025-06-06 14:25","market":"us","language":"zh","title":"就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541088074","media":"华尔街见闻","summary":"就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。","content":"<html><head></head><body><blockquote><p>就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。</p></blockquote><p style=\"text-align: justify;\">就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？</p><p style=\"text-align: justify;\">昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”狂轰滥炸的同一天，这位美国总统在接受海外媒体采访时却表现得云淡风轻。</p><p style=\"text-align: justify;\">"哦，没关系，"特朗普今日在媒体的电话采访中谈及与这位昔日超级金主的公开决裂时说道，"一切进展顺利，从未如此好过。"随后他开始吹嘘自己的支持率，称"数字爆表了，这是我有史以来的最高民调"。</p><p style=\"text-align: justify;\">这种轻描淡写的态度与几小时前两人在社交媒体上针锋相对的激烈交锋形成鲜明对比。更关键的是，特朗普的幕僚们已经安排了今晚总统与马斯克的通话，试图斡旋一场和平。</p><h2 id=\"id_2732685602\">华尔街大佬紧急救火</h2><p style=\"text-align: justify;\">当两位全球最有权势男人的恩怨威胁到牵涉数万亿美元的立法进程时，金融界的重量级人物坐不住了。对冲基金经理Bill Ackman率先在X平台上呼吁停火。</p><blockquote><p style=\"text-align: justify;\">"我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db91efb0287222ec36f88784bec0d735\" tg-width=\"725\" tg-height=\"713\"/></p></blockquote><p style=\"text-align: justify;\">马斯克的回应耐人寻味："你说得没错。"</p><p style=\"text-align: justify;\">网友Alaska劝两位都冷静下来，各退一步。马斯克回应说：好建议，我不会让龙飞船退役。</p><p style=\"text-align: justify;\">这一微妙的表态被市场解读为和解的积极信号，表明马斯克对缓和紧张关系持开放态度。知名媒体人Joe Weisenthal感慨，一个只有184粉丝的小账号“推动了全球最有权势的两个人的缓和”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b86bfc2106681f8f7d0002751743ef21\" tg-width=\"1024\" tg-height=\"1114\"/></p><h2 id=\"id_3322701533\">恩怨能否落幕？</h2><p style=\"text-align: justify;\">据媒体援引接近白宫的消息人士透露，<strong>特朗普的助手们一直在劝说总统收敛对马斯克的公开批评，以避免局势进一步升级。</strong>这一努力在周四显现成效——特朗普在自己的Truth Social平台上明显克制了言辞。</p><p style=\"text-align: justify;\">"我不介意埃隆反对我，但他应该在几个月前就这么做，"特朗普写道，随后话锋一转强调法案的重要性：</p><blockquote><p style=\"text-align: justify;\">"这是提交给国会的最伟大法案之一。"</p></blockquote><p style=\"text-align: justify;\">白宫助手建议特朗普将注意力集中在推动法案在参议院通过上，而非与马斯克的冲突。</p><p style=\"text-align: justify;\">这场争执的核心围绕特朗普的"大漂亮法案"——一项整合了总统核心议程的立法，涵盖从减税到移民执法的各个方面。马斯克对该法案预计增加2.4万亿美元赤字的成本表示强烈不满，这一分歧直接引发了两人的公开对峙。</p><p style=\"text-align: justify;\">随着法案在参议院面临关键投票，任何可能影响其通过的政治噪音都被视为不可承受的风险。周五的这通电话，或许将决定这项雄心勃勃的立法能否顺利推进，以及两位商界巨头的个人恩怨是否会让位于更大的政治现实。</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>就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？</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就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-06 14:25 北京时间 <a href=https://wallstreetcn.com/articles/3748593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748593\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3748593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541088074","content_text":"就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”狂轰滥炸的同一天，这位美国总统在接受海外媒体采访时却表现得云淡风轻。\"哦，没关系，\"特朗普今日在媒体的电话采访中谈及与这位昔日超级金主的公开决裂时说道，\"一切进展顺利，从未如此好过。\"随后他开始吹嘘自己的支持率，称\"数字爆表了，这是我有史以来的最高民调\"。这种轻描淡写的态度与几小时前两人在社交媒体上针锋相对的激烈交锋形成鲜明对比。更关键的是，特朗普的幕僚们已经安排了今晚总统与马斯克的通话，试图斡旋一场和平。华尔街大佬紧急救火当两位全球最有权势男人的恩怨威胁到牵涉数万亿美元的立法进程时，金融界的重量级人物坐不住了。对冲基金经理Bill Ackman率先在X平台上呼吁停火。\"我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。\"马斯克的回应耐人寻味：\"你说得没错。\"网友Alaska劝两位都冷静下来，各退一步。马斯克回应说：好建议，我不会让龙飞船退役。这一微妙的表态被市场解读为和解的积极信号，表明马斯克对缓和紧张关系持开放态度。知名媒体人Joe Weisenthal感慨，一个只有184粉丝的小账号“推动了全球最有权势的两个人的缓和”。恩怨能否落幕？据媒体援引接近白宫的消息人士透露，特朗普的助手们一直在劝说总统收敛对马斯克的公开批评，以避免局势进一步升级。这一努力在周四显现成效——特朗普在自己的Truth Social平台上明显克制了言辞。\"我不介意埃隆反对我，但他应该在几个月前就这么做，\"特朗普写道，随后话锋一转强调法案的重要性：\"这是提交给国会的最伟大法案之一。\"白宫助手建议特朗普将注意力集中在推动法案在参议院通过上，而非与马斯克的冲突。这场争执的核心围绕特朗普的\"大漂亮法案\"——一项整合了总统核心议程的立法，涵盖从减税到移民执法的各个方面。马斯克对该法案预计增加2.4万亿美元赤字的成本表示强烈不满，这一分歧直接引发了两人的公开对峙。随着法案在参议院面临关键投票，任何可能影响其通过的政治噪音都被视为不可承受的风险。周五的这通电话，或许将决定这项雄心勃勃的立法能否顺利推进，以及两位商界巨头的个人恩怨是否会让位于更大的政治现实。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443187782238520,"gmtCreate":1749222477068,"gmtModify":1749222478738,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"这还用问？？","listText":"这还用问？？","text":"这还用问？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443187782238520","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439577920631080,"gmtCreate":1748347282094,"gmtModify":1748347283559,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"改不了，而且绝大多数都是这样","listText":"改不了，而且绝大多数都是这样","text":"改不了，而且绝大多数都是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439577920631080","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438169308921904,"gmtCreate":1748009789903,"gmtModify":1748011504400,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"还特么吹呢，看看ARM的官宣去吧","listText":"还特么吹呢，看看ARM的官宣去吧","text":"还特么吹呢，看看ARM的官宣去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438169308921904","repostId":"2537817391","repostType":2,"repost":{"id":"2537817391","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":1747995806,"share":"https://www.laohu8.com/m/news/2537817391?lang=&edition=full","pubTime":"2025-05-23 18:23","market":"nz","language":"zh","title":"高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV","url":"https://stock-news.laohu8.com/highlight/detail?id=2537817391","media":"华尔街见闻","summary":"高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。","content":"<html><head></head><body><blockquote><p>高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</p></blockquote><p>隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，<a href=\"https://laohu8.com/S/GS\">高盛</a>、德银在随后的报告中一致看好小米。</p><p>据追风交易台消息，高盛在最新的报告中点评<strong>，玄戒芯片标志着小米技术自立迈出关键一步</strong>，通过玄戒芯片和澎湃系统的深度整合，小米有望提升产品竞争力并构建用户体验优势。而YU7的配置在多个关键指标上领先同级SUV车型，有望成为中国高端新能源SUV市场的热销车型。</p><p>德银则认为，<strong>芯片发布标志着小米迈向全球科技领导者的重要里程碑，</strong>软硬件深度整合有助于在全球科技竞争中建立更强的品牌认知度和技术护城河。YU7直击高端电动车市场核心竞争区间，<strong>预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</strong></p><p>因此，德银将小米目标价定为74港元，较目前有的53港元有20%上涨空间。而高盛则维持62港元的目标价，潜在上涨空间16.5%。同时，高盛还指出，未来数月内多个催化剂可能推动股价上行，包括5月27日的一季度业绩、6月3日的投资者日、6.18购物节（通常贡献Q2智能手机和AIoT收入的三分之二）以及YU7的正式发布。</p><h2 id=\"id_2712919714\">“芯片自研”显示小米技术野心提速，软硬件整合对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>生态战略</h2><p>小米正式发布了玄戒O1芯片，这是该公司首款自研3纳米旗舰SoC芯片，搭载于小米15S Pro智能手机和小米Pad 7 Ultra平板电脑上。同时推出的还有玄戒T1，小米首款自研4G基带处理器，搭载于小米手表S4 eSIM版本。</p><p>小米管理层表示，2025年全年预计投入60亿元用于自主芯片开发，并承诺在2026-30年间投资2000亿人民币用于研发，每一代SoC至少需要10亿美元研发投入。</p><p>高盛在报告中表示：</p><blockquote><p>小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点，包括芯片、AI和操作系统。</p><p><strong>虽然短期内销量贡献有限，但长期来看将显著增强公司的技术护城河。</strong>小米计划在保持自研芯片投资的同时，继续与芯片合作伙伴深度合作，这种策略与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的芯片策略类似，通过玄戒和澎湃的深度整合，小米有望提升产品竞争力并构建用户体验优势。</p></blockquote><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>表示：这标志着小米从手机制造商向综合科技生态企业转型的重要里程碑，软硬件一体化战略有望提升产品竞争力和盈利能力，支撑股价上涨空间。</p><blockquote><p>这些产品标志着小米在硬核技术领域的重大突破，公司在芯片、AI和操作系统领域的深度布局将成为长期增长的关键驱动力，将有助于小米在全球科技竞争中建立更强的品牌认知度和技术护城河。</p><p><strong>小米通过玄戒芯片和澎湃系统的结合，实现硬件软件深度整合，旨在提供更流畅的产品性能体验。</strong>公司明确表示这一策略学习自苹果，后者通过自研A18芯片与iOS操作系统的结合，在性能上超越基于安卓系统的竞品。</p></blockquote><h2 id=\"id_3757951004\">YU7电动SUV：直击高端电动车核心竞争区间</h2><p>YU7电动车的推出，德银和高盛均表示，YU7电动车在尺寸、性能和续航方面均超越同级竞品，有望成为中国高端新能源SUV市场的热销车型。</p><p><strong>小米同时展示了第二款电动汽车型号YU7，定位为高端性能纯电动SUV，将于7月正式发布。与同类车型相比，YU7在尺寸、性能和续航方面均具有明显优势：</strong></p><blockquote><ol start=\"1\" style=\"\"><li><p>尺寸优势：YU7尺寸为4999/1996/1600毫米（比SU7宽30毫米，高150毫米），轴距3000毫米（与SU7相同），在同类SUV车型中轴距最长。特别是，YU7提供77毫米后排头部空间（相比Model Y/卡宴的72/65毫米）和73毫米后排腿部空间（相比Model Y/卡宴的63/69毫米）。</p></li><li><p>性能/动力总成：YU7/YU7 Pro最高速度240公里/小时（快于SU7/SU7 Pro），而YU7 Max最高速度达253公里/小时（接近SU7 Max的265公里/小时），超过多数同类SUV车型。YU7 Pro配备双V6s Plus电机，从SU7 Pro的单电机升级而来，YU7/YU7 Pro/YU7 Max最大功率分别为235/365/508kW，高于相应SU7版本和大多数同类车型。</p></li><li><p>续航里程：YU7搭载96.3kWh磷酸铁锂电池，CLTC续航里程达835公里，是市场上所有中大型纯电SUV中续航最长的。YU7 Pro和Max版本分别支持770公里/760公里CLTC续航。</p></li><li><p>YU7搭载先进的端到端自动驾驶能力，采用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Thor-U自动驾驶SoC、<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>激光雷达、4D毫米波雷达和高清摄像头等硬件配置。此外还有独特的"HyperVision"全景抬头显示系统横跨整个仪表台。</p></li></ol></blockquote><p>对此，德银表示：</p><blockquote><p>小米YU7大型纯电SUV将直接对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、<a href=\"https://laohu8.com/S/ZK\">极氪</a>7x、智界R7、阿维塔07、智己LS6、乐道L60、问界M5、腾势N7和小鹏G7等主流高端电动SUV。</p><p><strong>预计小米将在7月YU7正式发布的同时启动交付，YU7 SUV在2025年全年交付量预计达到10万台，SU7轿车全年交付量预计为28万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</strong></p></blockquote><p><strong>高盛也对YU7需求前景持乐观态度，认为其有望成为中国高端新能源汽车SUV市场的畅销车型，</strong>与特斯拉Model Y（近6个月平均月销量3.5万辆）等竞品一较高下。YU7的发布可能进一步巩固小米在新能源汽车领域的地位，增强其“人×车×家”生态战略的吸引力。</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>高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV</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高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 18:23 北京时间 <a href=https://wallstreetcn.com/articles/3747719><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，高盛、德银在随后的报告中一致看好...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747719\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"LU0359201612.USD":"贝莱德中国基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0051755006.USD":"摩根大通中国A (dist)","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4550":"红杉资本持仓","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc 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ACC"},"source_url":"https://wallstreetcn.com/articles/3747719","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537817391","content_text":"高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，高盛、德银在随后的报告中一致看好小米。据追风交易台消息，高盛在最新的报告中点评，玄戒芯片标志着小米技术自立迈出关键一步，通过玄戒芯片和澎湃系统的深度整合，小米有望提升产品竞争力并构建用户体验优势。而YU7的配置在多个关键指标上领先同级SUV车型，有望成为中国高端新能源SUV市场的热销车型。德银则认为，芯片发布标志着小米迈向全球科技领导者的重要里程碑，软硬件深度整合有助于在全球科技竞争中建立更强的品牌认知度和技术护城河。YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。因此，德银将小米目标价定为74港元，较目前有的53港元有20%上涨空间。而高盛则维持62港元的目标价，潜在上涨空间16.5%。同时，高盛还指出，未来数月内多个催化剂可能推动股价上行，包括5月27日的一季度业绩、6月3日的投资者日、6.18购物节（通常贡献Q2智能手机和AIoT收入的三分之二）以及YU7的正式发布。“芯片自研”显示小米技术野心提速，软硬件整合对标苹果生态战略小米正式发布了玄戒O1芯片，这是该公司首款自研3纳米旗舰SoC芯片，搭载于小米15S Pro智能手机和小米Pad 7 Ultra平板电脑上。同时推出的还有玄戒T1，小米首款自研4G基带处理器，搭载于小米手表S4 eSIM版本。小米管理层表示，2025年全年预计投入60亿元用于自主芯片开发，并承诺在2026-30年间投资2000亿人民币用于研发，每一代SoC至少需要10亿美元研发投入。高盛在报告中表示：小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点，包括芯片、AI和操作系统。虽然短期内销量贡献有限，但长期来看将显著增强公司的技术护城河。小米计划在保持自研芯片投资的同时，继续与芯片合作伙伴深度合作，这种策略与三星的芯片策略类似，通过玄戒和澎湃的深度整合，小米有望提升产品竞争力并构建用户体验优势。德意志银行表示：这标志着小米从手机制造商向综合科技生态企业转型的重要里程碑，软硬件一体化战略有望提升产品竞争力和盈利能力，支撑股价上涨空间。这些产品标志着小米在硬核技术领域的重大突破，公司在芯片、AI和操作系统领域的深度布局将成为长期增长的关键驱动力，将有助于小米在全球科技竞争中建立更强的品牌认知度和技术护城河。小米通过玄戒芯片和澎湃系统的结合，实现硬件软件深度整合，旨在提供更流畅的产品性能体验。公司明确表示这一策略学习自苹果，后者通过自研A18芯片与iOS操作系统的结合，在性能上超越基于安卓系统的竞品。YU7电动SUV：直击高端电动车核心竞争区间YU7电动车的推出，德银和高盛均表示，YU7电动车在尺寸、性能和续航方面均超越同级竞品，有望成为中国高端新能源SUV市场的热销车型。小米同时展示了第二款电动汽车型号YU7，定位为高端性能纯电动SUV，将于7月正式发布。与同类车型相比，YU7在尺寸、性能和续航方面均具有明显优势：尺寸优势：YU7尺寸为4999/1996/1600毫米（比SU7宽30毫米，高150毫米），轴距3000毫米（与SU7相同），在同类SUV车型中轴距最长。特别是，YU7提供77毫米后排头部空间（相比Model Y/卡宴的72/65毫米）和73毫米后排腿部空间（相比Model Y/卡宴的63/69毫米）。性能/动力总成：YU7/YU7 Pro最高速度240公里/小时（快于SU7/SU7 Pro），而YU7 Max最高速度达253公里/小时（接近SU7 Max的265公里/小时），超过多数同类SUV车型。YU7 Pro配备双V6s Plus电机，从SU7 Pro的单电机升级而来，YU7/YU7 Pro/YU7 Max最大功率分别为235/365/508kW，高于相应SU7版本和大多数同类车型。续航里程：YU7搭载96.3kWh磷酸铁锂电池，CLTC续航里程达835公里，是市场上所有中大型纯电SUV中续航最长的。YU7 Pro和Max版本分别支持770公里/760公里CLTC续航。YU7搭载先进的端到端自动驾驶能力，采用英伟达Thor-U自动驾驶SoC、禾赛激光雷达、4D毫米波雷达和高清摄像头等硬件配置。此外还有独特的\"HyperVision\"全景抬头显示系统横跨整个仪表台。对此，德银表示：小米YU7大型纯电SUV将直接对标特斯拉Model Y、极氪7x、智界R7、阿维塔07、智己LS6、乐道L60、问界M5、腾势N7和小鹏G7等主流高端电动SUV。预计小米将在7月YU7正式发布的同时启动交付，YU7 SUV在2025年全年交付量预计达到10万台，SU7轿车全年交付量预计为28万台，小米汽车业务有望成为2025年重要的收入和利润增长点。高盛也对YU7需求前景持乐观态度，认为其有望成为中国高端新能源汽车SUV市场的畅销车型，与特斯拉Model 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17:58","market":"hk","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</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>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</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美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}