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捡个山头
捡个山头
·
05-06
破防了，满仓拿住岂不是也别墅靠海了？一年10几倍20倍[喷血] [喷血] [喷血] [喷血]
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捡个山头
捡个山头
·
2025-10-08
$小鹏汽车(XPEV)$
小鹏汽车的困境本质是“规模扩张”与“价值创造”脱节的缩影。短期销量增长无法掩盖品牌溢价缺失、质量管控失效、盈利模式单一等深层矛盾。在新能源汽车市场从“野蛮生长”转向“精耕细作”的阶段，小鹏若不能解决产品定位失衡与用户信任重建两大核心问题，其“科技豪华”愿景或将沦为资本市场的泡沫叙事。投资者需警惕高增长数据背后的估值回调风险，尤其是在盈利时间表（预计2025Q4）临近但不确定性犹存的背景下，买100手put耍一下
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捡个山头
捡个山头
·
2025-01-14
分析师和国内的砖家是一路货色[得意]
上看800美元！摩根士丹利上调特斯拉目标价，最乐观预期翻倍大涨
摩根士丹利分析师重申特斯拉仍是“首选”，将目标价上调7.5%至430美元，强调特斯拉的自动驾驶汽车技术和具身智能（EAI）对股价的推动前景，称特斯拉的整体潜在市场范围将进一步扩大，覆盖“许多仍未包含在该司买方或卖方财务模型中的领域。”
上看800美元！摩根士丹利上调特斯拉目标价，最乐观预期翻倍大涨
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捡个山头
捡个山头
·
2024-09-20
$三倍做多半导体ETF-Direxion Daily(SOXL)$
今天涨的太猛了，转正就收了
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捡个山头
捡个山头
·
2024-09-19
$特斯拉(TSLA)$
不要停，继续涨，回到21倍那块高地，拿了这么多年，21倍都没有抛你，不要让我失望啊，经历了两次1拆5，这段旅途真得很刺激，惨淡时太难熬，何以解忧唯有杜康，这几年在国内听了太多的价值投资，但缅A难有价值投资，文字游戏玩得好，各种遥遥领先，希望你能一路长红[得意] [得意] [得意] [得意]
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捡个山头
捡个山头
·
2024-09-19
$NVDA 20240920 138.0 CALL$
裂开[捂脸] [捂脸]
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捡个山头
捡个山头
·
2021-11-22
$阿里巴巴(BABA)$
据说要释放2万多技术，管理，HR岗位出来卷祸害其他单位，接下来会看到各种阿里人找工作[得意] [得意] [得意] [得意]
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捡个山头
捡个山头
·
2021-11-20
$N鸥玛(301185)$
起飞啦
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捡个山头
捡个山头
·
2021-11-20
$阿里巴巴(BABA)$
今天新低不？138？
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5
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捡个山头
捡个山头
·
2021-11-08
$bluebird bio Inc.(BLUE)$
这股完全没底
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","text":"分析师和国内的砖家是一路货色[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392480107610592","repostId":"2503605537","repostType":2,"repost":{"id":"2503605537","kind":"news","pubTimestamp":1736797712,"share":"https://www.laohu8.com/m/news/2503605537?lang=zh_CN&edition=full","pubTime":"2025-01-14 03:48","market":"hk","language":"zh","title":"上看800美元！摩根士丹利上调特斯拉目标价，最乐观预期翻倍大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2503605537","media":"华尔街见闻","summary":"摩根士丹利分析师重申特斯拉仍是“首选”，将目标价上调7.5%至430美元，强调特斯拉的自动驾驶汽车技术和具身智能（EAI）对股价的推动前景，称特斯拉的整体潜在市场范围将进一步扩大，覆盖“许多仍未包含在该司买方或卖方财务模型中的领域。”","content":"<html><head></head><body><p>截至上周五，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价较将近四周前的去年12月17日所创纪录高位跌去将近18%。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的分析师却在最新报告中进一步上调特斯拉的目标价，依然看涨特斯拉。</p><p>在报告中，Adam Jonas为首的摩根士丹利分析师重申特斯拉仍是“首选”（Top Pick）。他们将目标价从400美元上调至430美元，升幅7.5%。新目标价相当于预计特斯拉股价将较上周五收盘再涨约9%。</p><p>摩根士丹利分析师保持他们对特斯拉的悲观情形下预期价200美元不变。他们甚至还乐观预计，在牛市情形下，特斯拉股价将涨至800美元。800美元的预期价意味着，特斯拉将在上周五收盘的基础上涨约一倍。</p><p>摩根士丹利分析师的目标价和乐观预期源于，他们看好特斯拉的自动驾驶汽车技术和将人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>（AI）融入<a href=\"https://laohu8.com/S/300024\">机器人</a>等物理实体的具身智能（EAI）技术前景。</p><p>他们的报告写道：</p><blockquote><p>“随着人们对自动驾驶汽车的兴趣不断增长，我们对特斯拉移动出行 (自动驾驶出租车业务robotaxi) 模型进行了自 2015 年首次发布以来最广泛的重新架构和扩展。虽然汽车（业务）仍然很重要，但我们认为AI是推动 800 美元牛市修正案例上涨的驱动力。”</p><p>“在竞争激烈且地缘政治环境复杂的背景下，投资者越来越认识到EAI的重要性。我们认为，特斯拉近期股价上涨已经开始低估特斯拉与物理AI之间不断扩大的‘表面积’，包括该公司在数据收集、机器人技术、能源存储、AI/计算、制造和支持基础设施方面的天然优势，包括（该司CEO）伊隆·马斯克旗下其他公司（SpaceX、xAI 等）工作的好处。”</p></blockquote><p>报告称，摩根士丹利的分析师依然认为，2025年将是市场对特斯拉独特技能组合的欣赏可以进一步反映在估值倍数上的一年，它可以抵消2025财年电动汽车市场为人所知的显著挑战。展望 2025 财年及之后的表现，这些分析师预计，特斯拉的整体潜在市场（TAM）范围将进一步扩大，覆盖“许多仍未包含在该司买方或卖方财务模型中的领域。”</p><p>因此，这些分析师重新审视并扩展了摩根士丹利的网络服务和特斯拉移动（自动驾驶共享乘车）模型中的假设情形，为投资者提供了一个框架，帮助评估这些现有和新兴的AI行业。他们认为，特斯拉在这些行业“已经建立了实质性的竞争优势。”</p><p>分析师指出，特斯拉在自动驾驶领域的领导地位源于在数据收集、能源存储、机器人和人工智能等多个领域的专业知识。在摩根士丹利最新的分类加总模型中，特斯拉自动驾驶共享乘车业务的估值为每股 90 美元。该业务的息税折旧摊销前利润（EBITDA）利润率为 29%，预计到 2040 年将拥有 750 万辆汽车，每英里收入 1.46 美元。</p><p>另一个被摩根士丹利视为重要增长引擎的是特斯拉的网络服务，包括软件、超级充电和高级自动驾驶辅助系统FSD订阅。摩根士丹利预计，该业务的估值为每股 168 美元，到 2040 年将贡献特斯拉 将近60%的EBITDA。</p><p>摩根士丹利的上述报告发布后，特斯拉股价周一盘初曾追随大盘大跌3.7%，但此后抹平多数跌幅，美股午盘一度小幅转涨、刷新日高时日内涨逾0.7%，后小幅转跌，或将连续两个交易日小幅收跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/103bfaa9b386c5040a6cd1560b8b646a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","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>上看800美元！摩根士丹利上调特斯拉目标价，最乐观预期翻倍大涨</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上看800美元！摩根士丹利上调特斯拉目标价，最乐观预期翻倍大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-14 03:48 北京时间 <a href=https://wallstreetcn.com/articles/3739047><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至上周五，特斯拉股价较将近四周前的去年12月17日所创纪录高位跌去将近18%。摩根士丹利的分析师却在最新报告中进一步上调特斯拉的目标价，依然看涨特斯拉。在报告中，Adam Jonas为首的摩根士丹利分析师重申特斯拉仍是“首选”（Top Pick）。他们将目标价从400美元上调至430美元，升幅7.5%。新目标价相当于预计特斯拉股价将较上周五收盘再涨约9%。摩根士丹利分析师保持他们对特斯拉的悲观...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3739047\">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/677744f723bea6b043bc7ed71c54cc13","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3739047","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503605537","content_text":"截至上周五，特斯拉股价较将近四周前的去年12月17日所创纪录高位跌去将近18%。摩根士丹利的分析师却在最新报告中进一步上调特斯拉的目标价，依然看涨特斯拉。在报告中，Adam Jonas为首的摩根士丹利分析师重申特斯拉仍是“首选”（Top Pick）。他们将目标价从400美元上调至430美元，升幅7.5%。新目标价相当于预计特斯拉股价将较上周五收盘再涨约9%。摩根士丹利分析师保持他们对特斯拉的悲观情形下预期价200美元不变。他们甚至还乐观预计，在牛市情形下，特斯拉股价将涨至800美元。800美元的预期价意味着，特斯拉将在上周五收盘的基础上涨约一倍。摩根士丹利分析师的目标价和乐观预期源于，他们看好特斯拉的自动驾驶汽车技术和将人工智能（AI）融入机器人等物理实体的具身智能（EAI）技术前景。他们的报告写道：“随着人们对自动驾驶汽车的兴趣不断增长，我们对特斯拉移动出行 (自动驾驶出租车业务robotaxi) 模型进行了自 2015 年首次发布以来最广泛的重新架构和扩展。虽然汽车（业务）仍然很重要，但我们认为AI是推动 800 美元牛市修正案例上涨的驱动力。”“在竞争激烈且地缘政治环境复杂的背景下，投资者越来越认识到EAI的重要性。我们认为，特斯拉近期股价上涨已经开始低估特斯拉与物理AI之间不断扩大的‘表面积’，包括该公司在数据收集、机器人技术、能源存储、AI/计算、制造和支持基础设施方面的天然优势，包括（该司CEO）伊隆·马斯克旗下其他公司（SpaceX、xAI 等）工作的好处。”报告称，摩根士丹利的分析师依然认为，2025年将是市场对特斯拉独特技能组合的欣赏可以进一步反映在估值倍数上的一年，它可以抵消2025财年电动汽车市场为人所知的显著挑战。展望 2025 财年及之后的表现，这些分析师预计，特斯拉的整体潜在市场（TAM）范围将进一步扩大，覆盖“许多仍未包含在该司买方或卖方财务模型中的领域。”因此，这些分析师重新审视并扩展了摩根士丹利的网络服务和特斯拉移动（自动驾驶共享乘车）模型中的假设情形，为投资者提供了一个框架，帮助评估这些现有和新兴的AI行业。他们认为，特斯拉在这些行业“已经建立了实质性的竞争优势。”分析师指出，特斯拉在自动驾驶领域的领导地位源于在数据收集、能源存储、机器人和人工智能等多个领域的专业知识。在摩根士丹利最新的分类加总模型中，特斯拉自动驾驶共享乘车业务的估值为每股 90 美元。该业务的息税折旧摊销前利润（EBITDA）利润率为 29%，预计到 2040 年将拥有 750 万辆汽车，每英里收入 1.46 美元。另一个被摩根士丹利视为重要增长引擎的是特斯拉的网络服务，包括软件、超级充电和高级自动驾驶辅助系统FSD订阅。摩根士丹利预计，该业务的估值为每股 168 美元，到 2040 年将贡献特斯拉 将近60%的EBITDA。摩根士丹利的上述报告发布后，特斯拉股价周一盘初曾追随大盘大跌3.7%，但此后抹平多数跌幅，美股午盘一度小幅转涨、刷新日高时日内涨逾0.7%，后小幅转跌，或将连续两个交易日小幅收跌。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351194609721408,"gmtCreate":1726763378799,"gmtModify":1726764244882,"author":{"id":"3494278747496878","authorId":"3494278747496878","name":"捡个山头","avatar":"https://static.tigerbbs.com/1d757791a4c82f67a95ea313cc8930a7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494278747496878","authorIdStr":"3494278747496878"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 今天涨的太猛了，转正就收了","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v 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