社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
m6106918
控制风险
IP属地：未知
+关注
帖子 · 19
帖子 · 19
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
m6106918
m6106918
·
04-17
活该[开心]
零部件面临高额关税 特斯拉Cybercab和Semi电动卡车生产计划被扰乱
智通财经APP获悉，据一位直接知情人士透露，由于美国总统特朗普对中国商品加征高额关税，特斯拉从中国向美国运输Cybercab电动出租车和Semi电动卡车零部件的计划已被迫暂停。特斯拉正推进Cybercab机器人出租车服务，计划向政府部门申请运营许可。同时，公司拟在2026年提升Semi电动卡车产量，加速向百事等客户交付积压订单。
零部件面临高额关税 特斯拉Cybercab和Semi电动卡车生产计划被扰乱
看
1,050
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
m6106918
m6106918
·
03-01
$特斯拉(TSLA)$
this piece of shit worth nothing
看
2,699
回复
5
点赞
2
编组 21备份 2
分享
举报
m6106918
m6106918
·
02-12
$三倍做空富时中国ETF-Direxion(YANG)$
看
1,188
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
m6106918
m6106918
·
01-28
什么脑子能写出这样的文章
市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票
不少QDII基金开始清仓美股芯片股。
市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票
看
1,675
回复
评论
点赞
8
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-12-27
$三倍做空富时中国ETF-Direxion(YANG)$
看
1,222
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-09-04
引入个微信支付就涨，要不说都是一帮韭菜呢哈哈哈
非常抱歉，此主贴已删除
看
1,847
回复
评论
点赞
2
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-06-26
无脑做空即可
蔚来将与武汉共同探索充换电网络的创新模式
6月26日，$蔚来(NIO)$涨近6%，消息面：$蔚来(NIO)$董事长李斌表示，将深化与武汉市的合作，共同探索充换电网络的创新模式，并加大在武汉的投资布局，加强充换电、能源互联网等领域的技术研发和制造运维，带动更多产业链的上下游企业在武汉集聚。
蔚来将与武汉共同探索充换电网络的创新模式
看
2,674
回复
2
点赞
1
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-05-10
中国公司，要点脸[开心]
大摩、瑞银将AI目光转向富士康，上调了GB200出货预期
UBS和大摩都在近期上调了富士康目标价。
大摩、瑞银将AI目光转向富士康，上调了GB200出货预期
看
1,816
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-04-28
看看哪个大聪明来接[开心]
非常抱歉，此主贴已删除
看
2,008
回复
评论
点赞
5
编组 21备份 2
分享
举报
m6106918
m6106918
·
2024-04-12
马云写个内部信，你就忽悠人入场，脸给你抽肿
看
3,203
回复
2
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3499653182514427","uuid":"3499653182514427","gmtCreate":1536559196717,"gmtModify":1720421682616,"name":"m6106918","pinyin":"m6106918","introduction":"","introductionEn":"","signature":"控制风险","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":17,"tweetSize":19,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"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":"2024.03.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.19","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","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":1102},{"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":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":425263881314584,"gmtCreate":1744834332286,"gmtModify":1744834333955,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"活该[开心] ","listText":"活该[开心] ","text":"活该[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425263881314584","repostId":"2527211238","repostType":2,"repost":{"id":"2527211238","kind":"news","pubTimestamp":1744777871,"share":"https://www.laohu8.com/m/news/2527211238?lang=&edition=full","pubTime":"2025-04-16 12:31","market":"us","language":"zh","title":"零部件面临高额关税 特斯拉Cybercab和Semi电动卡车生产计划被扰乱","url":"https://stock-news.laohu8.com/highlight/detail?id=2527211238","media":"智通财经网","summary":"智通财经APP获悉，据一位直接知情人士透露，由于美国总统特朗普对中国商品加征高额关税，特斯拉从中国向美国运输Cybercab电动出租车和Semi电动卡车零部件的计划已被迫暂停。特斯拉正推进Cybercab机器人出租车服务，计划向政府部门申请运营许可。同时，公司拟在2026年提升Semi电动卡车产量，加速向百事等客户交付积压订单。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OZhQ6yEP2iGggnthh250tGXsnr7JeDXUUHlBeFmF-Q1-wAA/0\"/><p>智通财经APP获悉，据一位直接知情人士透露，由于美国总统特朗普对中国商品加征高额关税，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)从中国向美国运输Cybercab电动出租车和Semi电动卡车零部件的计划已被迫暂停。</p><p>此举可能会打乱特斯拉开始大规模生产这两款备受期待车型的计划，马斯克一直向投资者宣传这是为特斯拉提供增长动力的重大创新。</p><p>知情人士表示，特斯拉原计划承担特朗普政府最初34%关税带来的额外成本，但当关税税率突破该水平后被迫中止运输计划。4月9日特朗普将关税提升至84%，此后进一步上调至125%，导致中国对美出口商品总关税达145%。</p><p>按照原计划，特斯拉将于未来数月内开始接收零部件，目标是在10月启动两款车型的试生产，Cybercab将在得克萨斯州工厂生产，Semi电动卡车则在内华达州工厂制造，2026年实现量产。</p><p>目前尚不清楚运输中断将持续多久。两位消息人士透露，鉴于美国可能对华加征关税，特斯拉过去两年已逐步提高北美零部件在美国工厂的采购比例。</p><p>特朗普本周一在白宫表示，正考虑调整对墨西哥、加拿大等地的汽车及零部件征收的25%关税，这些关税可能使单车成本增加数千美元，他称车企\"需要些时间因为它们将在美国本土生产\"。</p><p>特斯拉正推进Cybercab机器人出租车服务，计划向政府部门申请运营许可。去年10月发布的无人驾驶概念车取消了方向盘和踏板，承诺到2026年以低于3万美元价格投产双门车型。同时，公司拟在2026年提升Semi电动卡车产量，加速向百事等客户交付积压订单。</p><p>此次业务受阻凸显特朗普\"促进本土制造\"的关税政策反而伤及政治盟友马斯克。这位时常在社交平台X发文支持自由贸易、反对关税的企业家，近期被曝曾私下恳请特朗普撤销全球关税。</p><p>有媒体上周报道，马斯克向特朗普展示铅笔制造依赖全球供应链的视频以阐述贸易壁垒危害。此外，由于中国对美国商品加征125%报复性关税，特斯拉已暂停接受Model S和Model X的新订单。</p><p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>2月报告显示，近年美国市场约占中国汽车零部件出口价值的15%-20%。白宫方面表示，马斯克目前负责监督已裁减数千名政府雇员的美国行政体系改革。</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>零部件面临高额关税 特斯拉Cybercab和Semi电动卡车生产计划被扰乱</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零部件面临高额关税 特斯拉Cybercab和Semi电动卡车生产计划被扰乱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 12:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416123406a45a98d3&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据一位直接知情人士透露，由于美国总统特朗普对中国商品加征高额关税，特斯拉(TSLA.US)从中国向美国运输Cybercab电动出租车和Semi电动卡车零部件的计划已被迫暂停。此举可能会打乱特斯拉开始大规模生产这两款备受期待车型的计划，马斯克一直向投资者宣传这是为特斯拉提供增长动力的重大创新。知情人士表示，特斯拉原计划承担特朗普政府最初34%关税带来的额外成本，但当关税税率突破该...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416123406a45a98d3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4534":"瑞士信贷持仓","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823414478.USD":"法巴经典能源转换基金","TSLA":"特斯拉","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4574":"无人驾驶","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4604":"机器人概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4543":"AI","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4511":"特斯拉概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416123406a45a98d3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2527211238","content_text":"智通财经APP获悉，据一位直接知情人士透露，由于美国总统特朗普对中国商品加征高额关税，特斯拉(TSLA.US)从中国向美国运输Cybercab电动出租车和Semi电动卡车零部件的计划已被迫暂停。此举可能会打乱特斯拉开始大规模生产这两款备受期待车型的计划，马斯克一直向投资者宣传这是为特斯拉提供增长动力的重大创新。知情人士表示，特斯拉原计划承担特朗普政府最初34%关税带来的额外成本，但当关税税率突破该水平后被迫中止运输计划。4月9日特朗普将关税提升至84%，此后进一步上调至125%，导致中国对美出口商品总关税达145%。按照原计划，特斯拉将于未来数月内开始接收零部件，目标是在10月启动两款车型的试生产，Cybercab将在得克萨斯州工厂生产，Semi电动卡车则在内华达州工厂制造，2026年实现量产。目前尚不清楚运输中断将持续多久。两位消息人士透露，鉴于美国可能对华加征关税，特斯拉过去两年已逐步提高北美零部件在美国工厂的采购比例。特朗普本周一在白宫表示，正考虑调整对墨西哥、加拿大等地的汽车及零部件征收的25%关税，这些关税可能使单车成本增加数千美元，他称车企\"需要些时间因为它们将在美国本土生产\"。特斯拉正推进Cybercab机器人出租车服务，计划向政府部门申请运营许可。去年10月发布的无人驾驶概念车取消了方向盘和踏板，承诺到2026年以低于3万美元价格投产双门车型。同时，公司拟在2026年提升Semi电动卡车产量，加速向百事等客户交付积压订单。此次业务受阻凸显特朗普\"促进本土制造\"的关税政策反而伤及政治盟友马斯克。这位时常在社交平台X发文支持自由贸易、反对关税的企业家，近期被曝曾私下恳请特朗普撤销全球关税。有媒体上周报道，马斯克向特朗普展示铅笔制造依赖全球供应链的视频以阐述贸易壁垒危害。此外，由于中国对美国商品加征125%报复性关税，特斯拉已暂停接受Model S和Model X的新订单。标普全球2月报告显示，近年美国市场约占中国汽车零部件出口价值的15%-20%。白宫方面表示，马斯克目前负责监督已裁减数千名政府雇员的美国行政体系改革。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408818898407760,"gmtCreate":1740827084499,"gmtModify":1740827640357,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> this piece of shit worth nothing","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> this piece of shit worth nothing","text":"$特斯拉(TSLA)$ this piece of shit worth nothing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/408818898407760","isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"就和你的人一样","text":"就和你的人一样","html":"就和你的人一样"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402524037628376,"gmtCreate":1739290720397,"gmtModify":1739290721288,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a><v-v data-views=\"1\"></v-v> ","text":"$三倍做空富时中国ETF-Direxion(YANG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402524037628376","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397474525368728,"gmtCreate":1738062449235,"gmtModify":1738062451368,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"什么脑子能写出这样的文章","listText":"什么脑子能写出这样的文章","text":"什么脑子能写出这样的文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397474525368728","repostId":"1167334562","repostType":4,"repost":{"id":"1167334562","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":1738060101,"share":"https://www.laohu8.com/m/news/1167334562?lang=&edition=full","pubTime":"2025-01-28 18:28","market":"sh","language":"zh","title":"市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1167334562","media":"老虎资讯综合","summary":"不少QDII基金开始清仓美股芯片股。","content":"<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</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>市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票</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市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票\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\">2025-01-28 18:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d687c19ac2457a7f511aedfd527f6425","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167334562","content_text":"据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385843051893216,"gmtCreate":1735244840881,"gmtModify":1735244842288,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a><v-v data-views=\"1\"></v-v> ","text":"$三倍做空富时中国ETF-Direxion(YANG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385843051893216","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345765667483944,"gmtCreate":1725442367311,"gmtModify":1725443018254,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"引入个微信支付就涨，要不说都是一帮韭菜呢哈哈哈","listText":"引入个微信支付就涨，要不说都是一帮韭菜呢哈哈哈","text":"引入个微信支付就涨，要不说都是一帮韭菜呢哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345765667483944","repostId":"1173488404","repostType":4,"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321064235577408,"gmtCreate":1719415034895,"gmtModify":1719415461044,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"无脑做空即可","listText":"无脑做空即可","text":"无脑做空即可","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321064235577408","repostId":"1171784313","repostType":4,"repost":{"id":"1171784313","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":1719414753,"share":"https://www.laohu8.com/m/news/1171784313?lang=&edition=full","pubTime":"2024-06-26 23:12","market":"us","language":"zh","title":"蔚来将与武汉共同探索充换电网络的创新模式","url":"https://stock-news.laohu8.com/highlight/detail?id=1171784313","media":"老虎资讯综合","summary":"6月26日，$蔚来(NIO)$涨近6%，消息面：$蔚来(NIO)$董事长李斌表示，将深化与武汉市的合作，共同探索充换电网络的创新模式，并加大在武汉的投资布局，加强充换电、能源互联网等领域的技术研发和制造运维，带动更多产业链的上下游企业在武汉集聚。","content":"<html><head></head><body><p>6月26日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近6%，消息面：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>董事长李斌表示，将深化与武汉市的合作，共同探索充换电网络的创新模式，并加大在武汉的投资布局，加强充换电、能源互联网等领域的技术研发和制造运维，带动更多产业链的上下游企业在武汉集聚。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ee52b53ad856e0d4cefc36ed713b41\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>蔚来将与武汉共同探索充换电网络的创新模式</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蔚来将与武汉共同探索充换电网络的创新模式\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\">2024-06-26 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近6%，消息面：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>董事长李斌表示，将深化与武汉市的合作，共同探索充换电网络的创新模式，并加大在武汉的投资布局，加强充换电、能源互联网等领域的技术研发和制造运维，带动更多产业链的上下游企业在武汉集聚。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ee52b53ad856e0d4cefc36ed713b41\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4099":"汽车制造商","BK4526":"热门中概股","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO.SI":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171784313","content_text":"6月26日，蔚来涨近6%，消息面：蔚来董事长李斌表示，将深化与武汉市的合作，共同探索充换电网络的创新模式，并加大在武汉的投资布局，加强充换电、能源互联网等领域的技术研发和制造运维，带动更多产业链的上下游企业在武汉集聚。","news_type":1,"symbols_score_info":{"09866":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579726760537122","authorId":"3579726760537122","name":"MX779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579726760537122","authorIdStr":"3579726760537122"},"content":"让我看看你的空单","text":"让我看看你的空单","html":"让我看看你的空单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304350200557600,"gmtCreate":1715338756671,"gmtModify":1715345462173,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"中国公司，要点脸[开心] ","listText":"中国公司，要点脸[开心] ","text":"中国公司，要点脸[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304350200557600","repostId":"1142730689","repostType":4,"repost":{"id":"1142730689","kind":"news","pubTimestamp":1715336064,"share":"https://www.laohu8.com/m/news/1142730689?lang=&edition=full","pubTime":"2024-05-10 18:14","market":"sh","language":"zh","title":"大摩、瑞银将AI目光转向富士康，上调了GB200出货预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1142730689","media":"硬AI","summary":"UBS和大摩都在近期上调了富士康目标价。","content":"<html><head></head><body><p>作者：张逸凡</p><h2 id=\"id_2144378806\" style=\"text-align: start;\">1、看好GB200 DGX在2025年的出货，大摩上调富士康（工业富联）2026E EPS</h2><p style=\"text-align: justify;\">关于AI服务器的代工厂方面，大摩又发了一篇报告挑逗了市场。</p><p style=\"text-align: justify;\">大摩在报告中预测，富士康在 2025年将提供 70% 的 英伟达 GB200 DGX 服务器系统和 20% 的 GB200 MGX 服务器系统。</p><p style=\"text-align: justify;\">还顺便预测了2025年 GB200 的出货量：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/561d25f467564487566b630b9da5fdb2\" title=\"\" tg-width=\"640\" tg-height=\"212\"/></p><p style=\"text-align: justify;\">EPS还得增长 ——</p><blockquote><p style=\"text-align: justify;\">· GPU模组组装、GPU主板组装：增长主要是因为24、25年GPU的出货量增长；</p><p style=\"text-align: justify;\">· 服务器主板组装、服务器组装：增长主要是因为公司新增了这部分的业务；</p><p style=\"text-align: justify;\">· 机柜组装：增长主要是因为单机柜价值量和机柜出货量的提升；</p></blockquote><p style=\"text-align: justify;\">大摩认为，基于他们对 GB200 出货的假设，最终AI将贡献富士康2025年24.6%的利润。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6497d62746b8ddc5630b82873cb52495\" title=\"\" tg-width=\"640\" tg-height=\"451\"/></p><p style=\"text-align: justify;\">参考H100，富士康主要的工作环节是：GPU模组组装、GPU主板组装、机柜组装（见下图）。</p><p style=\"text-align: justify;\">不过，在GB200中，富士康的产业链可能进一步延长，这也是EPS增长的原因。</p><p style=\"text-align: justify;\">除了GPU模组组装、GPU主板组装、机柜组装，富士康还会在服务器主板组装和服务器组装出货（因为根据公开消息显示，富士康近期在这些领域做了布局）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91b7f625194757da2a02f4082084d6be\" title=\"\" tg-width=\"640\" tg-height=\"368\"/></p><h2 id=\"id_2776387032\" style=\"text-align: start;\">2、瑞银提示了GB200 的投资机会，提到了富士康、广达、纬创</h2><p style=\"text-align: justify;\">瑞银在4月底的报告中提到，GB200 相较于 GH200 有三点改变：</p><blockquote><p style=\"text-align: justify;\">· 从 x86 迁移到 ARM；</p><p style=\"text-align: justify;\">· 从 HGX 迁移到 MGX 平台；</p><p style=\"text-align: justify;\">· 从风冷迁移到液体冷却；</p></blockquote><p style=\"text-align: justify;\">因此，瑞银认为硬件领域将有三类受益者：</p><blockquote><p style=\"text-align: justify;\">· 主板/Switch供应商：鸿海(FII)和纬创；</p><p style=\"text-align: justify;\">· 服务器机架供应商：鸿海(FII)和广达；</p><p style=\"text-align: justify;\">· 散热供应商；</p></blockquote><p style=\"text-align: justify;\">与大摩不同，瑞银对2025年GB200的出货更加乐观，主要是考虑了云厂商对 GB200 服务器机架的强劲需求（都上调了资本开支）。</p><p style=\"text-align: justify;\">瑞银认为2025年 GB200 72-GPU 等效AI服务器出货量3.1万台，即110万个GPU。</p><h2 id=\"id_1484832003\" style=\"text-align: start;\">3、美银：搜索大战下，Perplexity 和 Claude.ai虽然增速明显，但访问量不及Google的0.2%</h2><p style=\"text-align: justify;\">根据美银最新报告，新兴AI搜索网站，如 Perplexity 和 Claude.ai，每日的网络流量明显高于其他网站。4 月份，Perplexity.ai 流量环比增长 33%，达到 260 万；Claude 流量环比增长13%，达到 220 万。</p><p style=\"text-align: justify;\">但总体来看，美银跟踪的这些新兴 AI 网站的每日综合流量远低于 Google 每日访问量的 0.2%。</p><p style=\"text-align: justify;\">Statcounter 4 月份数据显示：</p><blockquote><p style=\"text-align: justify;\">1）谷歌的全球搜索市场份额环比下降 46 个基点（同比下降 191个基点）至 90.9%；</p><p style=\"text-align: justify;\">2）Bing 的份额环比上升 27 个基点（同比上升 88 个基点）至 3.6%；</p><p style=\"text-align: justify;\">3）其他搜索引擎（包括 Yandex、百度、Naver、DuckDuckGo 和其他较小的搜索引擎（但不包括ChatGPT）月度增长 16 个基点（同比增长 102 个基点）至 4.3%；</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de5fe3d8d0df21f90938c626a9f71b70\" title=\"\" tg-width=\"640\" tg-height=\"229\"/></p><p style=\"text-align: justify;\">总体来看，当前谷歌最大的竞争对手应该是微软（不讨论ChatGPT的情况下），近期的利空点是OpenAI 推出新的搜索引擎（根据媒体报道）。</p><h2 id=\"id_4028871194\" style=\"text-align: start;\">4、大摩：CPU架构从x86向ARM转移，为台积电带来了更高的CPU代工份额</h2><p style=\"text-align: justify;\">大摩认为，随着AMD的在高端芯片的市场份额逐渐增加（其主要代工合作伙伴是台积电），台积电将获得更高的CPU代工份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd1af1f4020c0658b6da6b06fdf6e39c\" title=\"\" tg-width=\"640\" tg-height=\"491\"/></p><p style=\"text-align: justify;\">此外，考虑到AI的催化，市场对先进制程芯片的高需求以及HBM、CoWos的高速增长。大摩预测2027年AI将为台积电贡献近20%的营收。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8360160d87419c68c85eefbee0005db\" title=\"\" tg-width=\"640\" tg-height=\"435\"/></p><p style=\"text-align: justify;\">然而，大摩也提示了相关风险：</p><blockquote><p style=\"text-align: justify;\">· 英特尔停止/减少代工外包；</p><p style=\"text-align: justify;\">· 英特尔和/或三星成功的开发了领先的工艺技术；</p><p style=\"text-align: justify;\">· 英特尔代工战略推进顺利，订单竞争给台积电带来压力；</p><p style=\"text-align: justify;\">· 鉴于先进制程成本较高，2nm 的需求低于预期；</p></blockquote></body></html>","source":"lsy1690508328926","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>大摩、瑞银将AI目光转向富士康，上调了GB200出货预期</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大摩、瑞银将AI目光转向富士康，上调了GB200出货预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 18:14 北京时间 <a href=https://wallstreetcn.com/articles/3714628><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：张逸凡1、看好GB200 DGX在2025年的出货，大摩上调富士康（工业富联）2026E EPS关于AI服务器的代工厂方面，大摩又发了一篇报告挑逗了市场。大摩在报告中预测，富士康在 2025年将提供 70% 的 英伟达 GB200 DGX 服务器系统和 20% 的 GB200 MGX 服务器系统。还顺便预测了2025年 GB200 的出货量：EPS还得增长 ——· GPU模组组装...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714628\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/49df030a9694f87c16eeaec864e4a158","relate_stocks":{"601138":"工业富联"},"source_url":"https://wallstreetcn.com/articles/3714628","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142730689","content_text":"作者：张逸凡1、看好GB200 DGX在2025年的出货，大摩上调富士康（工业富联）2026E EPS关于AI服务器的代工厂方面，大摩又发了一篇报告挑逗了市场。大摩在报告中预测，富士康在 2025年将提供 70% 的 英伟达 GB200 DGX 服务器系统和 20% 的 GB200 MGX 服务器系统。还顺便预测了2025年 GB200 的出货量：EPS还得增长 ——· GPU模组组装、GPU主板组装：增长主要是因为24、25年GPU的出货量增长；· 服务器主板组装、服务器组装：增长主要是因为公司新增了这部分的业务；· 机柜组装：增长主要是因为单机柜价值量和机柜出货量的提升；大摩认为，基于他们对 GB200 出货的假设，最终AI将贡献富士康2025年24.6%的利润。参考H100，富士康主要的工作环节是：GPU模组组装、GPU主板组装、机柜组装（见下图）。不过，在GB200中，富士康的产业链可能进一步延长，这也是EPS增长的原因。除了GPU模组组装、GPU主板组装、机柜组装，富士康还会在服务器主板组装和服务器组装出货（因为根据公开消息显示，富士康近期在这些领域做了布局）。2、瑞银提示了GB200 的投资机会，提到了富士康、广达、纬创瑞银在4月底的报告中提到，GB200 相较于 GH200 有三点改变：· 从 x86 迁移到 ARM；· 从 HGX 迁移到 MGX 平台；· 从风冷迁移到液体冷却；因此，瑞银认为硬件领域将有三类受益者：· 主板/Switch供应商：鸿海(FII)和纬创；· 服务器机架供应商：鸿海(FII)和广达；· 散热供应商；与大摩不同，瑞银对2025年GB200的出货更加乐观，主要是考虑了云厂商对 GB200 服务器机架的强劲需求（都上调了资本开支）。瑞银认为2025年 GB200 72-GPU 等效AI服务器出货量3.1万台，即110万个GPU。3、美银：搜索大战下，Perplexity 和 Claude.ai虽然增速明显，但访问量不及Google的0.2%根据美银最新报告，新兴AI搜索网站，如 Perplexity 和 Claude.ai，每日的网络流量明显高于其他网站。4 月份，Perplexity.ai 流量环比增长 33%，达到 260 万；Claude 流量环比增长13%，达到 220 万。但总体来看，美银跟踪的这些新兴 AI 网站的每日综合流量远低于 Google 每日访问量的 0.2%。Statcounter 4 月份数据显示：1）谷歌的全球搜索市场份额环比下降 46 个基点（同比下降 191个基点）至 90.9%；2）Bing 的份额环比上升 27 个基点（同比上升 88 个基点）至 3.6%；3）其他搜索引擎（包括 Yandex、百度、Naver、DuckDuckGo 和其他较小的搜索引擎（但不包括ChatGPT）月度增长 16 个基点（同比增长 102 个基点）至 4.3%；总体来看，当前谷歌最大的竞争对手应该是微软（不讨论ChatGPT的情况下），近期的利空点是OpenAI 推出新的搜索引擎（根据媒体报道）。4、大摩：CPU架构从x86向ARM转移，为台积电带来了更高的CPU代工份额大摩认为，随着AMD的在高端芯片的市场份额逐渐增加（其主要代工合作伙伴是台积电），台积电将获得更高的CPU代工份额。此外，考虑到AI的催化，市场对先进制程芯片的高需求以及HBM、CoWos的高速增长。大摩预测2027年AI将为台积电贡献近20%的营收。然而，大摩也提示了相关风险：· 英特尔停止/减少代工外包；· 英特尔和/或三星成功的开发了领先的工艺技术；· 英特尔代工战略推进顺利，订单竞争给台积电带来压力；· 鉴于先进制程成本较高，2nm 的需求低于预期；","news_type":1,"symbols_score_info":{"601138":1.1}},"isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300148122238992,"gmtCreate":1714297747560,"gmtModify":1714297749594,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"看看哪个大聪明来接[开心] ","listText":"看看哪个大聪明来接[开心] ","text":"看看哪个大聪明来接[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300148122238992","repostId":"2430704928","repostType":4,"isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294513807982896,"gmtCreate":1712915982742,"gmtModify":1712916310394,"author":{"id":"3499653182514427","authorId":"3499653182514427","name":"m6106918","avatar":"https://static.tigerbbs.com/40373993f68e22126a223b7c93f927fc","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499653182514427","authorIdStr":"3499653182514427"},"themes":[],"htmlText":"马云写个内部信，你就忽悠人入场，脸给你抽肿","listText":"马云写个内部信，你就忽悠人入场，脸给你抽肿","text":"马云写个内部信，你就忽悠人入场，脸给你抽肿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294513807982896","isVote":1,"tweetType":1,"viewCount":3203,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667707446439","authorIdStr":"3527667707446439"},"content":"这么不看好阿里？","text":"这么不看好阿里？","html":"这么不看好阿里？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}