个人中心 - 老虎社区

春哥得永生

IP属地：四川

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 春哥得永生春哥得永生
  ·07-25
  简单来说就是所有的利空肉眼可见，所有的利好遥遥无期！
  特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”
  汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。
  特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”
  241 评论
  7
  分享
  举报
- 春哥得永生春哥得永生
  ·07-23
  这韭菜又开始冒芽了！[捂脸]
  特斯拉为Model 3/Y推出前备箱氛围灯：369元起，7月28日开售
  IT之家 7 月 23 日消息，特斯拉公司今日为 Model 3 和 Model Y 车型推出了前备箱氛围灯，将于 2025 年 7 月 28 日上午 10:00 开售，Model Y 的售价为 369 元，Model 3 的为 499 元。据介绍，这款前备箱氛围灯采用微光环绕设计，嵌入式肤感 LED 灯带勾勒出前储物空间轮廓，柔和的暖色调灯光为车辆增添温馨氛围。
  特斯拉为Model 3/Y推出前备箱氛围灯：369元起，7月28日开售
  369 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3495629797950782","uuid":"3495629797950782","gmtCreate":1532535778086,"gmtModify":1532535778086,"name":"春哥得永生","pinyin":"cgdyschungedeyongsheng","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":14,"tweetSize":2,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":460491309633832,"gmtCreate":1753433917210,"gmtModify":1753434527743,"author":{"id":"3495629797950782","authorId":"3495629797950782","name":"春哥得永生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495629797950782","authorIdStr":"3495629797950782"},"themes":[],"htmlText":"简单来说就是所有的利空肉眼可见，所有的利好遥遥无期！","listText":"简单来说就是所有的利空肉眼可见，所有的利好遥遥无期！","text":"简单来说就是所有的利空肉眼可见，所有的利好遥遥无期！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460491309633832","repostId":"2554175982","repostType":2,"repost":{"id":"2554175982","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":1753424940,"share":"https://www.laohu8.com/m/news/2554175982?lang=&edition=full","pubTime":"2025-07-25 14:29","market":"us","language":"zh","title":"特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554175982","media":"华尔街见闻","summary":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。","content":"<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”</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特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 14:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3751869><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3751869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLA":"特斯拉","BK4612":"AI芯片","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4548":"巴美列捷福持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","HSBC":"汇丰","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4598":"佩洛西持仓","BK4207":"综合性银行","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4521":"英国银行股","TSYW.SI":"TESLA 3xLongSG261006","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4581":"高盛持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4555":"新能源车","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4516":"特朗普概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://wallstreetcn.com/articles/3751869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554175982","content_text":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。Robotaxi三大关键挑战：技术、消费习惯与盈利能力报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：1. 技术可靠性存疑：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。2. 消费者行为转变困难：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。3. 盈利能力证明缺失：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：Robotaxi进展缓慢：奥斯汀试点项目成果有限。Optimus人形机器人重新设计：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。汇丰表示，交付的时间和规模是他们的首要担忧。特斯拉业绩承压，汇丰维持“减持”评级汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。","news_type":1,"symbols_score_info":{"HSBC":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459738902040624,"gmtCreate":1753278218335,"gmtModify":1753279869065,"author":{"id":"3495629797950782","authorId":"3495629797950782","name":"春哥得永生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495629797950782","authorIdStr":"3495629797950782"},"themes":[],"htmlText":"这韭菜又开始冒芽了！[捂脸]&nbsp;&nbsp;","listText":"这韭菜又开始冒芽了！[捂脸]&nbsp;&nbsp;","text":"这韭菜又开始冒芽了！[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459738902040624","repostId":"2553290161","repostType":2,"repost":{"id":"2553290161","kind":"news","pubTimestamp":1753258634,"share":"https://www.laohu8.com/m/news/2553290161?lang=&edition=full","pubTime":"2025-07-23 16:17","market":"sh","language":"zh","title":"特斯拉为Model 3/Y推出前备箱氛围灯：369元起，7月28日开售","url":"https://stock-news.laohu8.com/highlight/detail?id=2553290161","media":"IT之家","summary":"IT之家 7 月 23 日消息，特斯拉公司今日为 Model 3 和 Model Y 车型推出了前备箱氛围灯，将于 2025 年 7 月 28 日上午 10:00 开售，Model Y 的售价为 369 元，Model 3 的为 499 元。据介绍，这款前备箱氛围灯采用微光环绕设计，嵌入式肤感 LED 灯带勾勒出前储物空间轮廓，柔和的暖色调灯光为车辆增添温馨氛围。","content":"<html><body><p>IT之家 7 月 23 日消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司今日为 Model 3 和 Model Y 车型推出了前备箱氛围灯，将于 2025 年 7 月 28 日上午 10:00 开售，Model Y 的售价为 369 元，Model 3 的为 499 元。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_30/51D328B313173D139632A41A08A2D93FB2B4A089_size67_w1440_h530.jpg\"/></p><p>据介绍，这款前备箱氛围灯采用<a href=\"https://laohu8.com/S/002801\">微光</a>环绕设计，嵌入式肤感 LED 灯带勾勒出前储物空间轮廓，柔和的暖色调灯光为车辆增添温馨氛围。氛围灯配备恒流控制模块，具备 IP67 防尘防水等级，可无损接入原车线路，精准实现前备箱开关控制联动。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_30/A327374118A72B668558B51A539C25114753EF7E_size106_w1440_h1440.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2025_30/84984116983C8FB990C43B11AC089485ACF8919A_size105_w2000_h2000.jpg\"/></p><p>产品包含：</p><p>LED 灯带及线束</p><p>控制模块</p><p>安装撬片</p><p>前备箱密封胶条（IT之家注：仅限 Model 3）</p><p>特斯拉表示，该产品支持自助安装，用户可以通过查看安装视频教程了解详细步骤。如需要安装服务，建议联系线下特斯拉服务中心的售后技师协助完成，安装可能产生额外工时费用，具体以服务中心报价为准。</p></body></html>","source":"fenghuang_stock","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>特斯拉为Model 3/Y推出前备箱氛围灯：369元起，7月28日开售</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特斯拉为Model 3/Y推出前备箱氛围灯：369元起，7月28日开售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-23 16:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8lE0aqf7PUG><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 7 月 23 日消息，特斯拉公司今日为 Model 3 和 Model Y 车型推出了前备箱氛围灯，将于 2025 年 7 月 28 日上午 10:00 开售，Model Y 的售价为 369 元，Model 3 的为 499 元。据介绍，这款前备箱氛围灯采用微光环绕设计，嵌入式肤感 LED 灯带勾勒出前储物空间轮廓，柔和的暖色调灯光为车辆增添温馨氛围。氛围灯配备恒流控制模块，具备 ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8lE0aqf7PUG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSYW.SI":"TESLA 3xLongSG261006","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4604":"机器人概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLA":"特斯拉","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4592":"伊斯兰概念","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8lE0aqf7PUG","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553290161","content_text":"IT之家 7 月 23 日消息，特斯拉公司今日为 Model 3 和 Model Y 车型推出了前备箱氛围灯，将于 2025 年 7 月 28 日上午 10:00 开售，Model Y 的售价为 369 元，Model 3 的为 499 元。据介绍，这款前备箱氛围灯采用微光环绕设计，嵌入式肤感 LED 灯带勾勒出前储物空间轮廓，柔和的暖色调灯光为车辆增添温馨氛围。氛围灯配备恒流控制模块，具备 IP67 防尘防水等级，可无损接入原车线路，精准实现前备箱开关控制联动。产品包含：LED 灯带及线束控制模块安装撬片前备箱密封胶条（IT之家注：仅限 Model 3）特斯拉表示，该产品支持自助安装，用户可以通过查看安装视频教程了解详细步骤。如需要安装服务，建议联系线下特斯拉服务中心的售后技师协助完成，安装可能产生额外工时费用，具体以服务中心报价为准。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}