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起司_9213
起司_9213
·
02-07
是名义上的黄金还是真的实物黄金。
中国央行黄金储备"十五连增"，1月环比增持4万盎司，增持节奏略有加快
2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。
中国央行黄金储备"十五连增"，1月环比增持4万盎司，增持节奏略有加快
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起司_9213
起司_9213
·
02-07
当年电动车推广，一堆人说不合算，包括现在也是。当年测试重复利用火箭，全部人都说不可能，说马斯克低估了难度。当年的种种不可能，慢慢都变得可能
发射100万颗卫星，马斯克要干什么？
SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。近日，有SpaceX股东向媒体回应，合并已获董事会批准。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。100万颗卫星布满天空，必然遇到发电效率的问题。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光
发射100万颗卫星，马斯克要干什么？
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起司_9213
起司_9213
·
02-05
现在这些公司如果没有一两个特别稳的主营业务赚钱，很快 公司就会被 AI烧光。
谷歌“烧钱”攻AI吓跌自身股价，却点燃半导体生态链：英伟达、博通受益最大？
截至周四盘前，谷歌股价跌逾4%。半导体供应链成最大赢家然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展红利，英伟达、博通等股价纷纷走高。博通被视为最直接的受益者。受此消息提振，博通股价在盘前交易中一度大涨超过5%。英伟达同样获得显著利好。这表明，在谷歌云平台中，英伟达的GPU仍是重要选项。
谷歌“烧钱”攻AI吓跌自身股价，却点燃半导体生态链：英伟达、博通受益最大？
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起司_9213
起司_9213
·
01-08
你有特斯拉股票吗
特斯拉：一家或将陷入衰退的成长型企业
综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。
特斯拉：一家或将陷入衰退的成长型企业
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起司_9213
起司_9213
·
01-06
这是对韩国这个亲华政府的奖励。
【SMM新能源快讯】韩国电解液龙头，拿下“宁王”万亿韩元大单
动力电池龙头宁德时代与韩国锂电池电解液制造商Enchem签订为期五年的电解液供应合同，合同规模约1.5万亿韩元（折合人民币超70亿元）。根据协议内容，Enchem将在2026年至2030年期间为宁德时代供应总计35万吨电解液，这份合同一举创下了Enchem自成立以来单一客户订单规模的最大纪录。
【SMM新能源快讯】韩国电解液龙头，拿下“宁王”万亿韩元大单
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起司_9213
起司_9213
·
01-05
中小学生可以用
苹果出招“跨界王炸”！首款iPhone芯MacBook杀入4000元档
今年春季，苹果计划推出一款定位入门的低价版MacBook。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。市场定位与战略意义苹果对这款低价MacBook寄予厚望。展望未来，苹果若能在2026年成功推出并销售这款低价MacBook，预计将在2026年为MacBook整体销量贡献500万至700万台的增量。这将帮助苹果MacBook的整体年出货量恢复至疫情高峰时期的2500万台水平。
苹果出招“跨界王炸”！首款iPhone芯MacBook杀入4000元档
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起司_9213
起司_9213
·
01-05
本来想拍马屁，结果拍老虎屁股了
特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料
特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。#特斯拉员工风波 #员工权益关注 #特斯拉企业文化
特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料
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起司_9213
起司_9213
·
2025-11-08
加油京东，名字有点土气
京东狼族机器人全球智能工厂项目签约落地无锡
【京东狼族机器人全球智能工厂项目签约落地无锡】近日，京东狼族机器人全球智能工厂项目正式落地无锡。京东狼族机器人全球智能工厂项目将建设京东全球首个智能物流机器人超级工厂，实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化，建成后将成为京东规模最大、自动化程度最高的机器人生产基地之一。
京东狼族机器人全球智能工厂项目签约落地无锡
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起司_9213
起司_9213
·
2025-10-15
不明觉厉
美联储主席鲍威尔：可能会在未来数月停止缩表
9月降息合理。
美联储主席鲍威尔：可能会在未来数月停止缩表
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起司_9213
起司_9213
·
2025-10-07
才 降价 10%，但是配置却少了很多，有点不太值。难怪股价跌了，起码降到 3 万美金以下才有竞争力。
Tesla柏林工厂经理称新简化版Model Y价格将降低约10%
Tesla柏林工厂经理表示，新推出的简化版Model Y车型价格将比现有版本便宜约10%。据了解，这款新车型通过精简配置来降低成本，为消费者提供更具价格竞争力的选择。
Tesla柏林工厂经理称新简化版Model Y价格将降低约10%
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10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</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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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中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快\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\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492687166390215","authorId":"3492687166390215","name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492687166390215","idStr":"3492687166390215"},"content":"多读点书，少上网","text":"多读点书，少上网","html":"多读点书，少上网"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530123179820528,"gmtCreate":1770445527314,"gmtModify":1770445530207,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"当年电动车推广，一堆人说不合算，包括现在也是。当年测试重复利用火箭，全部人都说不可能，说马斯克低估了难度。当年的种种不可能，慢慢都变得可能","listText":"当年电动车推广，一堆人说不合算，包括现在也是。当年测试重复利用火箭，全部人都说不可能，说马斯克低估了难度。当年的种种不可能，慢慢都变得可能","text":"当年电动车推广，一堆人说不合算，包括现在也是。当年测试重复利用火箭，全部人都说不可能，说马斯克低估了难度。当年的种种不可能，慢慢都变得可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530123179820528","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星，马斯克要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。近日，有SpaceX股东向媒体回应，合并已获董事会批准。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。100万颗卫星布满天空，必然遇到发电效率的问题。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。</p><p style=\"text-align: justify;\">显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然，马斯克也意识到了这些问题。<strong>据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。</p></body></html>","source":"inewsweek","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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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发射100万颗卫星，马斯克要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间 <a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">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/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。显然，马斯克也意识到了这些问题。据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529539815375056,"gmtCreate":1770303151906,"gmtModify":1770303154714,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"现在这些公司如果没有一两个特别稳的主营业务赚钱，很快 公司就会被 AI烧光。","listText":"现在这些公司如果没有一两个特别稳的主营业务赚钱，很快 公司就会被 AI烧光。","text":"现在这些公司如果没有一两个特别稳的主营业务赚钱，很快 公司就会被 AI烧光。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529539815375056","repostId":"2609030533","repostType":2,"repost":{"id":"2609030533","kind":"news","pubTimestamp":1770299451,"share":"https://www.laohu8.com/m/news/2609030533?lang=zh_CN&edition=full","pubTime":"2026-02-05 21:50","market":"sh","language":"zh","title":"谷歌“烧钱”攻AI吓跌自身股价，却点燃半导体生态链：英伟达、博通受益最大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609030533","media":"智通财经","summary":"截至周四盘前，谷歌股价跌逾4%。半导体供应链成最大赢家然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展红利，英伟达、博通等股价纷纷走高。博通被视为最直接的受益者。受此消息提振，博通股价在盘前交易中一度大涨超过5%。英伟达同样获得显著利好。这表明，在谷歌云平台中，英伟达的GPU仍是重要选项。","content":"<html><head></head><body><p>2月5日，为在人工智能(AI)领域确立领先地位，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设数据中心与基础设施，以赢取AI时代的竞争优势。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据，其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952亿美元的平均预期。</p><p>更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调，这些投入至关重要。他在周三的声明中表示：“我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续驱动扩张性增长。”</p><p>尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌逾4%。</p><h2 id=\"id_973337980\">半导体供应链成最大赢家</h2><p>然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展红利，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)等股价纷纷走高。</p><p>根据谷歌的规划，约60%的资本支出将用于包括TPU和GPU在内的短期资产。尽管未公布具体分配比例，但其庞大的采购规模已足以令合作伙伴股价应声而动。</p><p><a href=\"https://laohu8.com/S/600455\">博通</a>被视为最直接的受益者。作为谷歌定制TPU芯片的主要设计与制造合作伙伴，该公司与谷歌的业务关系极为紧密。美国银行指出，谷歌项目可能占博通AI计算销售额的80%以上。受此消息提振，博通股价在盘前交易中一度大涨超过5%。不过，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师指出，联发科(MediaTek)预计将长期获得谷歌TPU芯片30%-40%的市场份额，这意味着博通并非独家供应商，未来竞争格局值得关注。</p><p>英伟达同样获得显著利好。尽管谷歌大力推广自研TPU，但谷歌首席执行官皮查伊在财报会上明确表示，公司为客户提供包括自研第七代Ironwood TPU和最新英伟达GPU在内的广泛算力选择。这表明，在谷歌云平台中，英伟达的GPU仍是重要选项。其股价在消息公布后也一度上涨逾2%。</p><p>此外，<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)作为另一家与谷歌在云计算和AI芯片方面有合作关系的半导体公司，也被市场普遍认为是潜在受益方。</p><p>除了核心芯片设计商，更上游的硬件制造与组件供应商也被卷入这波资本开支浪潮。</p><p><a href=\"https://laohu8.com/S/CLS\">天弘科技</a>(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装，这导致其股价承压，但此次谷歌的巨额投资计划重新点燃了市场对其业务的信心，其股价在盘前交易中反弹上涨逾6%。</p><p>Lumentum(LITE.US)作为数据中心光互连组件的关键供应商，其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中出现波动，但长期来看，数据中心基础设施的扩张无疑将增加对其产品的需求。</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>谷歌“烧钱”攻AI吓跌自身股价，却点燃半导体生态链：英伟达、博通受益最大？</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谷歌“烧钱”攻AI吓跌自身股价，却点燃半导体生态链：英伟达、博通受益最大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 21:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1402267.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，为在人工智能(AI)领域确立领先地位，谷歌正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设数据中心与基础设施，以赢取AI时代的竞争优势。谷歌表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据，其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1402267.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/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"GOOGL":"谷歌A","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","AVGO":"博通","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1402267.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609030533","content_text":"2月5日，为在人工智能(AI)领域确立领先地位，谷歌正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设数据中心与基础设施，以赢取AI时代的竞争优势。谷歌表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据，其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952亿美元的平均预期。更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调，这些投入至关重要。他在周三的声明中表示：“我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续驱动扩张性增长。”尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌逾4%。半导体供应链成最大赢家然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展红利，英伟达(NVDA.US)、博通(AVGO.US)等股价纷纷走高。根据谷歌的规划，约60%的资本支出将用于包括TPU和GPU在内的短期资产。尽管未公布具体分配比例，但其庞大的采购规模已足以令合作伙伴股价应声而动。博通被视为最直接的受益者。作为谷歌定制TPU芯片的主要设计与制造合作伙伴，该公司与谷歌的业务关系极为紧密。美国银行指出，谷歌项目可能占博通AI计算销售额的80%以上。受此消息提振，博通股价在盘前交易中一度大涨超过5%。不过，摩根大通分析师指出，联发科(MediaTek)预计将长期获得谷歌TPU芯片30%-40%的市场份额，这意味着博通并非独家供应商，未来竞争格局值得关注。英伟达同样获得显著利好。尽管谷歌大力推广自研TPU，但谷歌首席执行官皮查伊在财报会上明确表示，公司为客户提供包括自研第七代Ironwood TPU和最新英伟达GPU在内的广泛算力选择。这表明，在谷歌云平台中，英伟达的GPU仍是重要选项。其股价在消息公布后也一度上涨逾2%。此外，AMD(AMD.US)作为另一家与谷歌在云计算和AI芯片方面有合作关系的半导体公司，也被市场普遍认为是潜在受益方。除了核心芯片设计商，更上游的硬件制造与组件供应商也被卷入这波资本开支浪潮。天弘科技(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装，这导致其股价承压，但此次谷歌的巨额投资计划重新点燃了市场对其业务的信心，其股价在盘前交易中反弹上涨逾6%。Lumentum(LITE.US)作为数据中心光互连组件的关键供应商，其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中出现波动，但长期来看，数据中心基础设施的扩张无疑将增加对其产品的需求。","news_type":1,"symbols_score_info":{"GOOGL":2,"AVGO":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519626894655904,"gmtCreate":1767837137789,"gmtModify":1767837140070,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"你有特斯拉股票吗","listText":"你有特斯拉股票吗","text":"你有特斯拉股票吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519626894655904","repostId":"2601877535","repostType":2,"repost":{"id":"2601877535","kind":"news","pubTimestamp":1767784565,"share":"https://www.laohu8.com/m/news/2601877535?lang=zh_CN&edition=full","pubTime":"2026-01-07 19:16","market":"us","language":"zh","title":"特斯拉：一家或将陷入衰退的成长型企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2601877535","media":"美股研究社","summary":"综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。","content":"<html><body><article><p><strong>用户群体的疏远与核心人物风险</strong></p><p>我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生实质性的财务收益，依旧停留在投机阶段。</p><p>即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在切入这些赛道时，已然因创始人的政治立场卷入争议，导致品牌声誉受损，暴露出显著的<strong>核心人物风险</strong>。近年来，市场上一直流传着 “过度追求政治正确，终将反噬企业经营” 的说法，而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者，进而可能损害用户信任 —— 这对公司的发展而言，无疑是一剂毒药。</p><img src=\"\"/><p>【如需和我们交流可扫码添加进社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcrVAEs2bhwIEUP4FfvianI8UkwWsmGS8QGt9FUCfIVia1npfInK1SOWWQ/640?wx_fmt=png&from=appmsg\"/><p><strong>储能业务：</strong></p><p><strong>装机量增长放缓，单位营收持续下滑</strong></p><p>接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中，储能装机量（GWh）是特斯拉唯一能拿出手的增长数据。2025 年第四季度，公司储能装机量达到 14.2 吉瓦时的历史新高；全年装机量累计达 46.7 吉瓦时，展现出强劲的扩张态势。</p><p>但光鲜数据的背后，是<strong>同比增速的快速滑落</strong>：2025 年储能装机量同比增幅为 49%，远低于 2024 年的 114% 与 2023 年的 126%。市场预测，到 2029 年，这一增速将进一步放缓至 26%，对应装机量约 141.8 吉瓦时。</p><p>与装机量增速放缓相伴而来的，是<strong>单位装机量营收的持续走低</strong>。2020 至 2021 年，特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收；而到了 2025 年第二季度，这一数值已腰斩过半，降至 2.89 亿美元；第三季度进一步下滑至 2.76 亿美元。值得注意的是，过去五个季度里，储能业务的毛利率基本稳定在 25% 至 31% 的区间。</p><p>综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLczbSMU66CbrBjDq7jpr5zsiclLE4DkRGuL9TVwK0r2tbvibNaKK4AzxHw/640?wx_fmt=png&from=appmsg\"/><p><strong>汽车业务：</strong></p><p><strong>交付量下滑叠加售价走低，内外承压</strong></p><p>无论市场如何炒作新概念，汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出，2025 年第四季度，特斯拉汽车交付量同比暴跌 16%；全年交付量同比下降 9%，创下公司史上最差的季度同比表现，同时也是连续第二个财年交付量下滑。</p><p>此外，根据分析师的测算，截至 2025 年第三季度，特斯拉汽车的过去十二个月（TTM）平均售价已<span>跌破</span> 4 万美元。</p><p>市场预测，到 2029 年，特斯拉汽车年交付量有望达到 300 万辆，较 2025 年的 160 万辆实现增长。但这一目标的可行性，分析师深表怀疑 —— 毕竟，特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测，其对应的 2029 年交付量同比增速也仅为 28%，与 2023 年之前的高速增长时代相去甚远。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。</p><p>从区域市场的表现中，我们更能直观感受到特斯拉的困境。2025 年 11 月，中国新能源汽车市场整体销量同比增长 21%，<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国本土品牌的交付量更是实现翻倍，而特斯拉在华销量却陷入同比停滞。</p><p>放眼全球市场，2025 年<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场，马斯克的立场引发了消费者的强烈抵触：2025 年 12 月，特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断，特斯拉 2025 年的注册量同比降幅约为 25%，市场份额持续萎缩。</p><p>雪上加霜的是，受美国本土政策支持力度减弱等因素影响，2026 年全球新能源汽车销量的整体增速预计将显著放缓。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLciaWMQ0QPFPFmoNQtcVWichXhCuZB2x0BS879mNfIl6Lz8r5HIRlqLj6w/640?wx_fmt=png&from=appmsg\"/><p><strong>估值泡沫：</strong></p><p><strong>人形机器人预期已被过度透支</strong></p><p>我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年，特斯拉 Optimus 人形机器人的销量将突破 100 万台，单价或达 2.25 万美元，对应潜在营收约 225 亿美元。</p><p>但从下图的市场一致预期中可以看出，这部分潜在营收早已被<strong>完全计入当前估值</strong>。在覆盖特斯拉的 34 位分析师中，最乐观的预测认为，公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见，市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。</p><p>即便以这份极度乐观的 2027 年营收预期为基准，特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中，分析师曾从多个角度拆解特斯拉的估值，结论早已不言而喻：其估值水平早已脱离基本面，荒谬至极。而时至今日，这一结论依然成立。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKLTlW17KYicXbduwZsUSFEKA3QhDoZBDRLD4pI17USiafzA7ib7ZgicBniaIKocAFvdFCDFy7DSsRicKibw/640?wx_fmt=jpeg&from=appmsg\"/><p>数据来源：营收预期（Seeking Alpha）</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdJ3W4gruZ6lz6pj1cuQvXYHzFTgv6zBDxN3hjm1PtXPLNKCakI3eyW9mPqibvjCvXwDia0vaM9Nht8w/640?wx_fmt=png&from=appmsg\"/><p><strong>结语</strong></p><p>在竞争白热化的新能源汽车市场，特斯拉正面临交付量下滑与售价走低的双重压力；储能业务虽有增长，但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益，早已被市场透支殆尽，当前估值完全建立在充满不确定性的预期之上。</p><p>更致命的是，创始人的政治立场引发的品牌声誉危机，以及由此带来的核心人物风险，正在持续损害公司的用户基础与市场竞争力。</p><p>综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。对投资者而言，现在正是最后的离场时机。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdJlQNwm5fnHWnfblqB1P5B3gLTjg6j6dT5IyOFclcldYqPQickKMUqicdaXvibXdEb4OibV97CAwGO6TQ/640?wx_fmt=other&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=5\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKnkt8t5QpwjNQOKyGlZz4SFiacicdM3aP4hZVCfGia7HbIYBoDxz2gubPAgoXDXhfrcLIfT2eG92icfw/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=6\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/dR7EpbvovdLt0fplojSTcIf4vTY1fP5f5VhIsL3QI5iaHIficMHKVzpaxPOM0yB24Zgs1PJlLHXFs5UXKRic0iaTxA/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=7\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉：一家或将陷入衰退的成长型企业</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉：一家或将陷入衰退的成长型企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 19:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生实质性的财务收益，依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而特斯拉在切入这些赛道时，已然因创始人的政治立场卷入争议，导致品牌声誉受损，暴露出显著的核心人物风险。近年来，市场上一直...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSYW.SI":"TESLA 3xLongSG261006","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE 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亿美元。但从下图的市场一致预期中可以看出，这部分潜在营收早已被完全计入当前估值。在覆盖特斯拉的 34 位分析师中，最乐观的预测认为，公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见，市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。即便以这份极度乐观的 2027 年营收预期为基准，特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中，分析师曾从多个角度拆解特斯拉的估值，结论早已不言而喻：其估值水平早已脱离基本面，荒谬至极。而时至今日，这一结论依然成立。数据来源：营收预期（Seeking Alpha）结语在竞争白热化的新能源汽车市场，特斯拉正面临交付量下滑与售价走低的双重压力；储能业务虽有增长，但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益，早已被市场透支殆尽，当前估值完全建立在充满不确定性的预期之上。更致命的是，创始人的政治立场引发的品牌声誉危机，以及由此带来的核心人物风险，正在持续损害公司的用户基础与市场竞争力。综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。对投资者而言，现在正是最后的离场时机。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518696353465544,"gmtCreate":1767664124516,"gmtModify":1767664635099,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"这是对韩国这个亲华政府的奖励。","listText":"这是对韩国这个亲华政府的奖励。","text":"这是对韩国这个亲华政府的奖励。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518696353465544","repostId":"2601762780","repostType":2,"repost":{"id":"2601762780","kind":"news","pubTimestamp":1767578155,"share":"https://www.laohu8.com/m/news/2601762780?lang=zh_CN&edition=full","pubTime":"2026-01-05 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105100444a49ccacc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","03750":"宁德时代","BK1116":"电气部件与设备","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) 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09:22","market":"us","language":"zh","title":"苹果出招“跨界王炸”！首款iPhone芯MacBook杀入4000元档","url":"https://stock-news.laohu8.com/highlight/detail?id=2601289076","media":"AI解读社","summary":"今年春季，苹果计划推出一款定位入门的低价版MacBook。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。市场定位与战略意义苹果对这款低价MacBook寄予厚望。展望未来，苹果若能在2026年成功推出并销售这款低价MacBook，预计将在2026年为MacBook整体销量贡献500万至700万台的增量。这将帮助苹果MacBook的整体年出货量恢复至疫情高峰时期的2500万台水平。","content":"<html><body><article><p>今年春季，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划推出一款<strong>定位入门的低价版</strong>MacBook。这款产品预计将采用与部分iPad Air、iPad Pro机型一致的12.9英寸LCD屏幕。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095316582v152i8hf46ld582\"/><p>核心上，它<strong>首次搭载了</strong>iPhone 16 Pro同款的A18 Pro芯片，基于<a href=\"https://laohu8.com/S/TSM\">台积电</a>第二代3纳米工艺。</p><p>为了控制成本，这款MacBook在屏幕、接口和机身材质上进行了调整。其<strong>外壳采用多彩配色</strong>，包含银色、蓝色、粉色和黄色等选项，甚至不排除回归塑料外壳的可能。定价预计在<strong>499至899美元</strong>之间，国行价格有望进入<strong>4000元档位</strong>。</p><p><strong>核心配置与性能定位</strong></p><p>这款低价MacBook最大的亮点在于其核心的跨界选择。它没有沿用Mac产品线的M系列芯片，而是<strong>首次搭载了来自</strong>iPhone 16 Pro的A18 Pro芯片。</p><p>这一策略打破了苹果长久以来为不同产品线配置专属芯片的传统。</p><p>性能方面，根据Geekbench 6测试结果，A18 Pro展现出了<strong>单核性能接近</strong>M3 Ultra、多核性能超越初代M1芯片的表现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095317164v152q72owvjb3yu\"/><p>这意味着尽管定位入门，但这款设备在处理日常任务时依然能保持流畅。在具体应用上，它足以应对网页浏览、文档处理、4K视频播放以及轻度照片编辑等工作。</p><p>不过，对于专业级的大型软件和高端游戏，这款设备可能就不太适用了。</p><p><strong>成本控制与设计取舍</strong></p><p>为了实现更亲民的价格，苹果在这款MacBook上进行了一系列的成本控制设计。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095321632v152ewn66n6h426\"/><p>屏幕方面，它搭载了12.9英寸LCD屏，<strong>无</strong>mini-LED技术和ProMotion高刷新率支持，也不支持HDR显示。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。</p><p>接口设计上，由于A18 Pro芯片本身<strong>不支持</strong>Thunderbolt技术，这款MacBook可能仅配备<strong>单个普通</strong>USB-C接口。这意味着数据传输速度和扩展显示功能将受到限制，无法直接连接高速外设或多台高分辨率显示器。</p><p>机身设计则可能采用<strong>多彩配色方案</strong>，提供银色、蓝色、粉色和黄色等选项。有分析认为，为了进一步降低成本，苹果甚至<strong>可能回归塑料外壳</strong>，这与当前MacBook普遍采用的铝合金机身形成鲜明对比。</p><p><strong>市场定位与战略意义</strong></p><p>苹果对这款低价MacBook寄予厚望。它的目标很明确：<strong>冲击入门到中端市场</strong>，直接与Chromebook和Windows PC竞争。</p><p>特别是在教育市场，这款设备有望成为苹果重要的增长点。</p><p>值得注意的是，当前笔记本市场正面临<strong>内存芯片短缺</strong>的挑战。TrendForce预测2026年笔记本电脑出货量可能同比下降5.4%至10.1%。</p><p>然而，分析认为苹果凭借其<strong>供应链效率和规模优势</strong>，受到的影响可能小于竞争对手。此时推出低价产品，可能是苹果抢占市场份额的战略选择。</p><p><strong>与现有产品的差异化</strong></p><p>为了更清晰地了解这款低价MacBook的定位，我们可以将其与当前在售的MacBook Air进行对比：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095322660v152m64t2j56d4q\"/><p>从表格可以看出，低价MacBook在芯片、屏幕、接口和材质上都做出了<strong>明确的成本妥协</strong>，以换取价格的大幅下降。</p><p><strong>产品影响与用户选择</strong></p><p>这款低价MacBook的推出，标志着苹果产品战略的一次重要调整。它不仅为预算有限的消费者提供了进入苹果生态的新入口，也可能<strong>吸引那些原本考虑</strong>iPad加键盘组合的用户。</p><p>对于学生群体和轻度办公用户而言，这款设备提供的性能足以满足日常需求，而其预计接近MacBook Air的续航表现（网页浏览约15小时，视频播放约18小时）也是重要的加分项。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/Lbeuxrm2qyz8GKss3e8maJ9fQ7iaibZMUVVFpcFNZbSAJb0X06WjzdfAAHUblzxNnAHP75fWP6Ijk07Vib5HXuibaQ/640?wx_fmt=png\"/><p>展望未来，苹果若能在2026年成功推出并销售这款低价MacBook，预计<strong>将在</strong>2026年为MacBook整体销量贡献500万至700万台的增量。</p><p>这将帮助苹果MacBook的整体年出货量<strong>恢复至疫情高峰时期的</strong>2500万台水平。</p><p>目前，搭载M3芯片的MacBook Air官方起售价为999美元，但在一些第三方渠道，价格可能有所浮动。</p><p>苹果选择在这个时机推出一款定位更加亲民的产品，意图在竞争激烈的入门级市场分得一杯羹。当全球笔记本市场因供应链问题面临挑战时，苹果的这一步棋，是防御也是进攻。</p><p>可以预见，如果这款低价MacBook能够以<strong>4000元档</strong>的价格实现接近MacBook Air的日常体验，它将在教育市场和入门用户中获得巨大吸引力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果出招“跨界王炸”！首款iPhone芯MacBook杀入4000元档</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{ 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class=\"title\">\n苹果出招“跨界王炸”！首款iPhone芯MacBook杀入4000元档\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 09:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105095958a6f3c1cd&s=b><strong>AI解读社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年春季，苹果计划推出一款定位入门的低价版MacBook。这款产品预计将采用与部分iPad Air、iPad Pro机型一致的12.9英寸LCD屏幕。核心上，它首次搭载了iPhone 16 Pro同款的A18 Pro芯片，基于台积电第二代3纳米工艺。为了控制成本，这款MacBook在屏幕、接口和机身材质上进行了调整。其外壳采用多彩配色，包含银色、蓝色、粉色和黄色等选项，甚至不排除回归塑料外壳的可能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105095958a6f3c1cd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4566":"资本集团","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) 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PC竞争。特别是在教育市场，这款设备有望成为苹果重要的增长点。值得注意的是，当前笔记本市场正面临内存芯片短缺的挑战。TrendForce预测2026年笔记本电脑出货量可能同比下降5.4%至10.1%。然而，分析认为苹果凭借其供应链效率和规模优势，受到的影响可能小于竞争对手。此时推出低价产品，可能是苹果抢占市场份额的战略选择。与现有产品的差异化为了更清晰地了解这款低价MacBook的定位，我们可以将其与当前在售的MacBook Air进行对比：从表格可以看出，低价MacBook在芯片、屏幕、接口和材质上都做出了明确的成本妥协，以换取价格的大幅下降。产品影响与用户选择这款低价MacBook的推出，标志着苹果产品战略的一次重要调整。它不仅为预算有限的消费者提供了进入苹果生态的新入口，也可能吸引那些原本考虑iPad加键盘组合的用户。对于学生群体和轻度办公用户而言，这款设备提供的性能足以满足日常需求，而其预计接近MacBook Air的续航表现（网页浏览约15小时，视频播放约18小时）也是重要的加分项。展望未来，苹果若能在2026年成功推出并销售这款低价MacBook，预计将在2026年为MacBook整体销量贡献500万至700万台的增量。这将帮助苹果MacBook的整体年出货量恢复至疫情高峰时期的2500万台水平。目前，搭载M3芯片的MacBook Air官方起售价为999美元，但在一些第三方渠道，价格可能有所浮动。苹果选择在这个时机推出一款定位更加亲民的产品，意图在竞争激烈的入门级市场分得一杯羹。当全球笔记本市场因供应链问题面临挑战时，苹果的这一步棋，是防御也是进攻。可以预见，如果这款低价MacBook能够以4000元档的价格实现接近MacBook Air的日常体验，它将在教育市场和入门用户中获得巨大吸引力。","news_type":1,"symbols_score_info":{"AAPL":1.98,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518545132872112,"gmtCreate":1767572715412,"gmtModify":1767576949350,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"本来想拍马屁，结果拍老虎屁股了","listText":"本来想拍马屁，结果拍老虎屁股了","text":"本来想拍马屁，结果拍老虎屁股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518545132872112","repostId":"2600023221","repostType":2,"repost":{"id":"2600023221","kind":"news","pubTimestamp":1767533400,"share":"https://www.laohu8.com/m/news/2600023221?lang=zh_CN&edition=full","pubTime":"2026-01-04 21:30","market":"us","language":"zh","title":"特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料","url":"https://stock-news.laohu8.com/highlight/detail?id=2600023221","media":"科技新宠儿","summary":"特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。#特斯拉员工风波 #员工权益关注 #特斯拉企业文化","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/zbmdrC6ibjG7HuPLaZDiaEKvibTibMYbxtS5HQzCAzYwItAG6LiaH7lTRGecC4czHWlbhdN2nCuZmWWsVgtxmlGYY4w/0?wx_fmt=jpeg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260104220605025v152iglnnirvhlz\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。</p><p>这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。</p><p>按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里说不定还能被认可，可到了特斯拉这儿，反倒踩了红线。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。</p><p>其实了解下来也能发现，特斯拉工厂的产能提升，靠的更多是智能化设备和流程优化，并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择，但公司绝不允许管理层把产能压力，转嫁到增加员工工作时长上。</p><p>这事一出大家看法也不一样，不少打工人觉得挺解气，毕竟现在不少地方还在靠强制加班堆产能，特斯拉能守住这条线挺难得。但也有人提出质疑，说不同地区的工厂标准不一样，存在双重标准的情况，各有各的说法。</p><p>现在这事的具体细节还没等来特斯拉官方回应，但确实戳中了不少打工人的心声。说到底，提升产能终究该靠方法优化，而非盯着员工的工作时间，比起鼓励加班的氛围，不被强迫加班，才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 #特斯拉企业文化</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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特斯拉这波操作太意外！优秀员工提增产建议被开除，理由出人意料\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 21:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b><strong>科技新宠儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4604":"机器人概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" 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\"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600023221","content_text":"特斯拉最近这事儿真挺让人意外的，有位表现不错的员工，就因为提了个增产建议，直接被开除了，这事传开后不少人都在讨论。这位员工提议，想通过增加普通员工的工作时间来提升产能，本想着是为公司着想，没成想提议一出，直接被特斯拉给开了。据说这位员工之前工作表现很亮眼，结果就因为这个建议，落得被开除的下场，不少人都觉得这事挺颠覆常理的。按常理说，主动为公司产能操心提建议，怎么看都是积极上心的表现，放到不少企业里说不定还能被认可，可到了特斯拉这儿，反倒踩了红线。特斯拉给出的说法也很明确，这种让员工靠延长工时来增产的方式，本质上是给同事施压，这在公司是明令禁止、零容忍的。其实了解下来也能发现，特斯拉工厂的产能提升，靠的更多是智能化设备和流程优化，并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择，但公司绝不允许管理层把产能压力，转嫁到增加员工工作时长上。这事一出大家看法也不一样，不少打工人觉得挺解气，毕竟现在不少地方还在靠强制加班堆产能，特斯拉能守住这条线挺难得。但也有人提出质疑，说不同地区的工厂标准不一样，存在双重标准的情况，各有各的说法。现在这事的具体细节还没等来特斯拉官方回应，但确实戳中了不少打工人的心声。说到底，提升产能终究该靠方法优化，而非盯着员工的工作时间，比起鼓励加班的氛围，不被强迫加班，才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 #特斯拉企业文化","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.94}},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497936707231744,"gmtCreate":1762589432066,"gmtModify":1762589771675,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"加油京东，名字有点土气","listText":"加油京东，名字有点土气","text":"加油京东，名字有点土气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497936707231744","repostId":"2581486855","repostType":2,"repost":{"id":"2581486855","kind":"news","pubTimestamp":1762570224,"share":"https://www.laohu8.com/m/news/2581486855?lang=zh_CN&edition=full","pubTime":"2025-11-08 10:50","market":"us","language":"zh","title":"京东狼族机器人全球智能工厂项目签约落地无锡","url":"https://stock-news.laohu8.com/highlight/detail?id=2581486855","media":"人民财讯","summary":"【京东狼族机器人全球智能工厂项目签约落地无锡】近日，京东狼族机器人全球智能工厂项目正式落地无锡。京东狼族机器人全球智能工厂项目将建设京东全球首个智能物流机器人超级工厂，实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化，建成后将成为京东规模最大、自动化程度最高的机器人生产基地之一。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09618&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.JD&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 近日，<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>狼族<span>机器人</span><span></span>全球智能工厂项目正式落地无锡。<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>狼族<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>全球智能工厂项目将建设<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>全球首个智能物流<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>超级工厂，实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化，<a href=\"https://laohu8.com/S/01630\">建成</a>后将成为京东规模最大、自动化程度最高的机器人生产基地之一。</p><p>（文章来源：人民财讯）</p> </div></body></html>","source":"stock_eastmoney","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>京东狼族机器人全球智能工厂项目签约落地无锡</title>\n<style 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href=\"http://stock.eastmoney.com/a/202511083558849776.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","BK4551":"寇图资本持仓","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU1720050803.USD":"安联全方位中国股票基金","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) 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SGD"},"source_url":"http://stock.eastmoney.com/a/202511083558849776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581486855","content_text":"近日，京东狼族机器人全球智能工厂项目正式落地无锡。京东狼族机器人全球智能工厂项目将建设京东全球首个智能物流机器人超级工厂，实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化，建成后将成为京东规模最大、自动化程度最高的机器人生产基地之一。（文章来源：人民财讯）","news_type":1,"symbols_score_info":{"89618":0.6,"09618":1.5,"JD":1.5}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489307290935440,"gmtCreate":1760486718001,"gmtModify":1760486720288,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"不明觉厉","listText":"不明觉厉","text":"不明觉厉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489307290935440","repostId":"1153227025","repostType":2,"repost":{"id":"1153227025","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":1760459558,"share":"https://www.laohu8.com/m/news/1153227025?lang=zh_CN&edition=full","pubTime":"2025-10-15 00:32","market":"us","language":"zh","title":"美联储主席鲍威尔：可能会在未来数月停止缩表","url":"https://stock-news.laohu8.com/highlight/detail?id=1153227025","media":"老虎资讯综合","summary":"9月降息合理。","content":"<html><head></head><body><p>当地时间10月14日，美联储主席鲍威尔发表讲话。他表示：货币政策未来走向将由数据和风险评估驱动。美国政府停摆前的数据显示，经济增长可能好于预期。美国就业市场下行风险已上升。</p><p>我们手头的数据表明，当前经济状况与9月份时一致。目前货币政策不存在“无风险”路径。近期数据显示就业市场呈现低增长、低失业的特点。就业市场风险上升，证明9月降息合理。</p><p>现有数据显示，关税正在推高价格压力。美联储拥有政府来源之外的其他数据可供使用。剥夺美联储支付利息的权力将使利率控制变得非常复杂。我们认为美联储在资产负债表规模上具有更加“灵活”的空间。</p><p><strong>未来几个月资产负债表缩减或接近尾声。可能会在未来数月停止缩表。</strong>美联储官员将讨论资产负债表的构成。美联储仍致力于在较长时间内实现仅持有国债的资产负债表。当前美联储政策工具箱运行良好。看到货币市场部分领域出现收紧迹象。</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\" 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00:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月14日，美联储主席鲍威尔发表讲话。他表示：货币政策未来走向将由数据和风险评估驱动。美国政府停摆前的数据显示，经济增长可能好于预期。美国就业市场下行风险已上升。</p><p>我们手头的数据表明，当前经济状况与9月份时一致。目前货币政策不存在“无风险”路径。近期数据显示就业市场呈现低增长、低失业的特点。就业市场风险上升，证明9月降息合理。</p><p>现有数据显示，关税正在推高价格压力。美联储拥有政府来源之外的其他数据可供使用。剥夺美联储支付利息的权力将使利率控制变得非常复杂。我们认为美联储在资产负债表规模上具有更加“灵活”的空间。</p><p><strong>未来几个月资产负债表缩减或接近尾声。可能会在未来数月停止缩表。</strong>美联储官员将讨论资产负债表的构成。美联储仍致力于在较长时间内实现仅持有国债的资产负债表。当前美联储政策工具箱运行良好。看到货币市场部分领域出现收紧迹象。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6c83ea6782ac9f85870f4c49a0a1da5","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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降价 10%，但是配置却少了很多，有点不太值。难怪股价跌了，起码降到 3 万美金以下才有竞争力。","listText":"才 降价 10%，但是配置却少了很多，有点不太值。难怪股价跌了，起码降到 3 万美金以下才有竞争力。","text":"才 降价 10%，但是配置却少了很多，有点不太值。难怪股价跌了，起码降到 3 万美金以下才有竞争力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486678475633360","repostId":"1153049674","repostType":2,"repost":{"id":"1153049674","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1759834823,"share":"https://www.laohu8.com/m/news/1153049674?lang=zh_CN&edition=full","pubTime":"2025-10-07 19:00","market":"us","language":"zh","title":"Tesla柏林工厂经理称新简化版Model Y价格将降低约10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153049674","media":"美股速递","summary":"Tesla柏林工厂经理表示，新推出的简化版Model Y车型价格将比现有版本便宜约10%。据了解，这款新车型通过精简配置来降低成本，为消费者提供更具价格竞争力的选择。","content":"<p>Tesla柏林工厂经理表示，新推出的简化版Model Y车型价格将比现有版本便宜约10%。据了解，这款新车型通过精简配置来降低成本，为消费者提供更具价格竞争力的选择。</p>","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>Tesla柏林工厂经理称新简化版Model Y价格将降低约10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nTesla柏林工厂经理称新简化版Model Y价格将降低约10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-07 19:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla柏林工厂经理表示，新推出的简化版Model Y车型价格将比现有版本便宜约10%。据了解，这款新车型通过精简配置来降低成本，为消费者提供更具价格竞争力的选择。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY 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