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七风哥哥
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七风哥哥
七风哥哥
·
11-10 10:32
居然**到如此地步[笑哭] 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！
特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！
可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。
特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！
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七风哥哥
七风哥哥
·
11-09 10:54
亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意]
利空突袭！美股“吹哨人”组团来了
据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。今年3月，陈淑珊接任星展集团首席执行官职务。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。
利空突袭！美股“吹哨人”组团来了
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七风哥哥
七风哥哥
·
11-08
众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]
消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉
外媒援引相关机构的数据报道称，比亚迪的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。
消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉
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七风哥哥
七风哥哥
·
11-06
又在自嗨了[笑哭] [笑哭] [笑哭]
英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”
英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更
英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”
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七风哥哥
七风哥哥
·
11-05
禁虚无的东西
独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片
独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片
独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片
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七风哥哥
七风哥哥
·
11-04
看来英伟达还得涨，买这么点看跌期权！
“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir
BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件
“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir
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七风哥哥
七风哥哥
·
11-04
又开始自嗨了[笑哭] [笑哭] [笑哭]
英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力
“现在中国已经能够完全依赖自身产业，而非美国技术。”
英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力
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七风哥哥
七风哥哥
·
10-31
我们不用国内的脑残AI[喷血] [喷血] [喷血]
8988万！中国电信联手阿里云，拿下AI大单
10月22日，该项目中标候选人公示：第一中标候选人：联合体牵头人：中国电信股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。本月，阿里云还拿下了一个亿级项目。今年，中国电信的中标大单金额更是一路狂飙。8月初，据公开信息统计，中国电信独立中标了11个1000万元以上的项目，总金额约2.45亿元。
8988万！中国电信联手阿里云，拿下AI大单
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七风哥哥
七风哥哥
·
10-30
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
洗筹码，洗出去好多胆小鬼[得意]
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七风哥哥
七风哥哥
·
10-28
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
先止盈！在等待机会！
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说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","listText":"居然**到如此地步[笑哭] 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","text":"居然**到如此地步[笑哭] 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498560270426968","repostId":"2582389084","repostType":2,"repost":{"id":"2582389084","kind":"news","pubTimestamp":1762704156,"share":"https://www.laohu8.com/m/news/2582389084?lang=&edition=full","pubTime":"2025-11-10 00:02","market":"us","language":"zh","title":"特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！","url":"https://stock-news.laohu8.com/highlight/detail?id=2582389084","media":"汽车产业前线观察","summary":"可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251110001337931v1630lkn4uv41m0\"/><p>打开<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。</p><p>这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。</p><p><strong>从 “选配” 到 “神话”：FSD 的定义一直在变</strong></p><p>自 2013 年推出 Autopilot（自动驾驶辅助系统）以来，特斯拉就没停下过对 “自动驾驶” 的宣传造势。</p><p>多年来，Autopilot 和 FSD 的定位不断调整：最初基础版 Autopilot 是额外付费的选配，现在成了多数车型的标配；而 FSD 则始终是 “高端升级包”，价格最高曾冲到 1.5 万美元。</p><p>宣传口径也始终如一：Autopilot 是 “贴心辅助”，FSD 则是 “终极目标”—— 等软件完善，车辆就能完全脱离人类干预自主行驶。</p><p>功能确实在迭代：最早的 Autopilot 只敢在高速用，顶多算 “智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。</p><p>可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。</p><p><strong>先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？</strong></p><p>很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。</p><p>根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：</p><p>0-2 级：驾驶员全程负责，系统只是辅助；</p><p>3 级：特定场景下车辆可担责；</p><p>4-5 级：车辆完全自主，不用人类介入。</p><p>而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。</p><p>对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。</p><p>可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。</p><p><strong>吹出来的 “安全神话”：数据背后的猫腻</strong></p><p>“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。</p><p>支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。</p><p>首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。</p><p>其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— <a href=\"https://laohu8.com/S/LI\">理想</a>的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。</p><p>更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。</p><p>更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。</p><p><strong>出事故就甩锅：特斯拉的 “免责套路” 与翻车案例</strong></p><p>吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”</p><p>从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。</p><p>佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。</p><p>判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。</p><p>这就是特斯拉的 “薛定谔的 FSD”：表现<a href=\"https://laohu8.com/S/HSY\">好时</a>，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。</p><p><strong>允许 “驾驶时发短信”？特斯拉的操作可能引火烧身</strong></p><p>在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。</p><p>这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。</p><p>马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。</p><p>但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。</p><p>要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。</p><p>未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。</p><p>更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。</p><p><strong>结语：双标游戏该落幕了</strong></p><p>特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。</p><p>L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。</p><p>当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。</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>特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！</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特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 00:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>打开特斯拉的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。从 “选配” 到 “神话”：FSD 的定义一直在变自 2013 年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","TSYW.SI":"TESLA 3xLongSG261006","BK4581":"高盛持仓","BK4527":"明星科技股","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" 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ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582389084","content_text":"打开特斯拉的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。从 “选配” 到 “神话”：FSD 的定义一直在变自 2013 年推出 Autopilot（自动驾驶辅助系统）以来，特斯拉就没停下过对 “自动驾驶” 的宣传造势。多年来，Autopilot 和 FSD 的定位不断调整：最初基础版 Autopilot 是额外付费的选配，现在成了多数车型的标配；而 FSD 则始终是 “高端升级包”，价格最高曾冲到 1.5 万美元。宣传口径也始终如一：Autopilot 是 “贴心辅助”，FSD 则是 “终极目标”—— 等软件完善，车辆就能完全脱离人类干预自主行驶。功能确实在迭代：最早的 Autopilot 只敢在高速用，顶多算 “智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：0-2 级：驾驶员全程负责，系统只是辅助；3 级：特定场景下车辆可担责；4-5 级：车辆完全自主，不用人类介入。而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。吹出来的 “安全神话”：数据背后的猫腻“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— 理想的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。出事故就甩锅：特斯拉的 “免责套路” 与翻车案例吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。允许 “驾驶时发短信”？特斯拉的操作可能引火烧身在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。结语：双标游戏该落幕了特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。","news_type":1,"symbols_score_info":{"HSY":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498213167522512,"gmtCreate":1762656863264,"gmtModify":1762656865831,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"title":"","htmlText":"亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意] ","listText":"亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意] ","text":"亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498213167522512","repostId":"2581308158","repostType":2,"repost":{"id":"2581308158","kind":"news","pubTimestamp":1762558740,"share":"https://www.laohu8.com/m/news/2581308158?lang=&edition=full","pubTime":"2025-11-08 07:39","market":"us","language":"zh","title":"利空突袭！美股“吹哨人”组团来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2581308158","media":"券商中国","summary":"据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。今年3月，陈淑珊接任星展集团首席执行官职务。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。","content":"<html><body><article><p>关于美股高估值的警告愈发密集。</p><p>据最新消息，<a href=\"https://laohu8.com/S/D05.SI\">星展</a>银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在美股市场上，人工智能（AI）股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”。在此之前，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。</p><p>市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的走势愈发令人不安。</p><p><strong>突发警告</strong></p><p>针对美股大牛市的高估值，越来越多投资大佬发出警告。其中，星展银行首席执行官陈淑珊近日在中国香港举行的全球金融领袖投资峰会上警告称，美国市场未来将出现动荡。</p><p>陈淑珊表示，美股AI股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”——<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p>据悉，陈淑珊在银行和财富管理方面有超过35年的经验。今年3月，陈淑珊接任星展集团首席执行官职务。在加入星展之前，陈淑珊是摩根士丹利东南亚区私人财富管理主管。她也曾在花旗银行和ING霸菱证券公司工作。</p><p>陈淑珊说道：“例如，你有数万亿美元被捆绑在7只股票上。所以不可避免的是，在这种非常集中的情况下，担忧一定会出现。人们一定会担忧这个泡沫什么时候会破裂。”</p><p>与此同时，高盛首席执行官苏德巍(David Solomon)也表示，美股可能在未来12至24个月内出现10%至20%的回调。</p><p>Capital Group总裁兼首席执行官Mike Gitlin也警告称，尽管美股上市公司盈利表现强劲，但估值水平具有挑战性。</p><p>国际货币基金组织（IMF）、<span>美联储</span>主席鲍威尔以及英国央行行长贝利也都发出了类似警告，认为股价已经过于膨胀。</p><p>摩根士丹利首席执行官特德·皮克（Ted Pick）则表示，投资者应该欢迎周期性回调，并称这是健康的发展，而不是危机的迹象。</p><p>对此，陈淑珊表示同意：“坦率地说，回调是有益的。”</p><p>陈淑珊建议，在这样的风险背景下，投资者应该分散投资，而不是集中在一个市场，“无论是投资组合、供应链还是需求分配，都要多样化”。</p><p>她认为，亚洲可能会吸引更多来自美国的投资，“这并不是一件坏事”。</p><p>另外，美国知名投资管理公司、“新债王”冈拉克执掌的双线资本（DoubleLine Capital）全球发达市场信贷主管Robert Cohen日前表示，在为人工智能热潮提供资金时，固定收益投资者应谨慎行事。</p><p>“你不仅要对科技行业保持谨慎，还要对那些为这些新项目提供支持的相关行业保持谨慎。” Cohen在一场播客节目上表示，“谁知道如果音乐停止了，会产生怎样的连锁反应？”</p><p><strong>美股“牛市发动机”熄火</strong></p><p>市场层面，美股科技股近期遭遇剧烈震荡，作为美股“牛市发动机”的AI板块涨势戛然而止。</p><p>对此，高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。</p><p>Bartlett认为，导致市场波动加剧的三大因素包括：市场对AI前景的怀疑情绪升温、科技股财报季呈现负面不对称性，以及对美国就业市场恶化的担忧。其中，OpenAI关于联邦政府担保AI基础设施支出的言论尤为引发市场震动。</p><p>高盛认为，鉴于当前持仓水平和部分板块近期涨幅过大，对财报反应的不对称性正促使投资者重新评估年底前的风险回报比。</p><p>高盛TMT专家Bartlett在报告中表示，越来越多投资者持有对AI交易看跌或怀疑的观点，尽管持仓水平较高点变化不大——做空或低配这一强劲动能交易仍然过于困难。</p><p>市场怀疑情绪的驱动因素包括：云计算交易的循环性质、新闻流节奏达到“峰值”以及普遍的投资回报率担忧。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。</p><p>Bartlett称，虽然特朗普的AI事务负责人David Sachs对“联邦救助”言论作出回应，但是许多市场人士指出，在AI周期的现阶段谈论任何救助都显得颇为怪异。</p><p>高盛的Bartlett还指出，近期市场对AI概念股的财报反应的不对称性，正促使投资者重新考虑年底前的风险回报比，特别是考虑到当前持仓水平以及近几个月某些市场板块上涨得又快又猛。这种负面偏离凸显出在当前估值水平下，投资者面临的风险明显大于潜在收益。</p><p>资深新兴市场投资者马克·莫比乌斯表示：“如果你观察人工智能领域，就会发现其中存在很多泡沫，我们预计那些大力发展人工智能并投入数万亿美元的公司将会出现回调。这并不意味着人工智能会消失，但目前的投入确实过高。”</p><p>（文章来源：券商中国）</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\" 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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利空突袭！美股“吹哨人”组团来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-08 07:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110807442794f6b138&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关于美股高估值的警告愈发密集。据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在美股市场上，人工智能（AI）股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。高盛科技、媒体和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110807442794f6b138&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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Inc.","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","04338":"微软-T","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","AAPL":"苹果","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IMF":"Invesco Managed Futures Strategy ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110807442794f6b138&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581308158","content_text":"关于美股高估值的警告愈发密集。据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在美股市场上，人工智能（AI）股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。突发警告针对美股大牛市的高估值，越来越多投资大佬发出警告。其中，星展银行首席执行官陈淑珊近日在中国香港举行的全球金融领袖投资峰会上警告称，美国市场未来将出现动荡。陈淑珊表示，美股AI股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”——亚马逊、Alphabet、Meta、苹果、微软、英伟达和特斯拉。据悉，陈淑珊在银行和财富管理方面有超过35年的经验。今年3月，陈淑珊接任星展集团首席执行官职务。在加入星展之前，陈淑珊是摩根士丹利东南亚区私人财富管理主管。她也曾在花旗银行和ING霸菱证券公司工作。陈淑珊说道：“例如，你有数万亿美元被捆绑在7只股票上。所以不可避免的是，在这种非常集中的情况下，担忧一定会出现。人们一定会担忧这个泡沫什么时候会破裂。”与此同时，高盛首席执行官苏德巍(David Solomon)也表示，美股可能在未来12至24个月内出现10%至20%的回调。Capital Group总裁兼首席执行官Mike Gitlin也警告称，尽管美股上市公司盈利表现强劲，但估值水平具有挑战性。国际货币基金组织（IMF）、美联储主席鲍威尔以及英国央行行长贝利也都发出了类似警告，认为股价已经过于膨胀。摩根士丹利首席执行官特德·皮克（Ted Pick）则表示，投资者应该欢迎周期性回调，并称这是健康的发展，而不是危机的迹象。对此，陈淑珊表示同意：“坦率地说，回调是有益的。”陈淑珊建议，在这样的风险背景下，投资者应该分散投资，而不是集中在一个市场，“无论是投资组合、供应链还是需求分配，都要多样化”。她认为，亚洲可能会吸引更多来自美国的投资，“这并不是一件坏事”。另外，美国知名投资管理公司、“新债王”冈拉克执掌的双线资本（DoubleLine Capital）全球发达市场信贷主管Robert Cohen日前表示，在为人工智能热潮提供资金时，固定收益投资者应谨慎行事。“你不仅要对科技行业保持谨慎，还要对那些为这些新项目提供支持的相关行业保持谨慎。” Cohen在一场播客节目上表示，“谁知道如果音乐停止了，会产生怎样的连锁反应？”美股“牛市发动机”熄火市场层面，美股科技股近期遭遇剧烈震荡，作为美股“牛市发动机”的AI板块涨势戛然而止。对此，高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。Bartlett认为，导致市场波动加剧的三大因素包括：市场对AI前景的怀疑情绪升温、科技股财报季呈现负面不对称性，以及对美国就业市场恶化的担忧。其中，OpenAI关于联邦政府担保AI基础设施支出的言论尤为引发市场震动。高盛认为，鉴于当前持仓水平和部分板块近期涨幅过大，对财报反应的不对称性正促使投资者重新评估年底前的风险回报比。高盛TMT专家Bartlett在报告中表示，越来越多投资者持有对AI交易看跌或怀疑的观点，尽管持仓水平较高点变化不大——做空或低配这一强劲动能交易仍然过于困难。市场怀疑情绪的驱动因素包括：云计算交易的循环性质、新闻流节奏达到“峰值”以及普遍的投资回报率担忧。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。Bartlett称，虽然特朗普的AI事务负责人David Sachs对“联邦救助”言论作出回应，但是许多市场人士指出，在AI周期的现阶段谈论任何救助都显得颇为怪异。高盛的Bartlett还指出，近期市场对AI概念股的财报反应的不对称性，正促使投资者重新考虑年底前的风险回报比，特别是考虑到当前持仓水平以及近几个月某些市场板块上涨得又快又猛。这种负面偏离凸显出在当前估值水平下，投资者面临的风险明显大于潜在收益。资深新兴市场投资者马克·莫比乌斯表示：“如果你观察人工智能领域，就会发现其中存在很多泡沫，我们预计那些大力发展人工智能并投入数万亿美元的公司将会出现回调。这并不意味着人工智能会消失，但目前的投入确实过高。”（文章来源：券商中国）","news_type":1,"symbols_score_info":{"04338":0.9,"AAPL":0.9,"AI":0.9,"IMF":1,"NVDA":0.9,"SPY":0.6,"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497838469152896,"gmtCreate":1762565271208,"gmtModify":1762565273790,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"title":"","htmlText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭] ","listText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭] ","text":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497838469152896","repostId":"2581856070","repostType":2,"repost":{"id":"2581856070","kind":"news","pubTimestamp":1762505052,"share":"https://www.laohu8.com/m/news/2581856070?lang=&edition=full","pubTime":"2025-11-07 16:44","market":"us","language":"zh","title":"消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2581856070","media":"TechWeb","summary":"外媒援引相关机构的数据报道称，比亚迪的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。","content":"<html><body><article><p>【TechWeb】11月7日消息，从本周早些时候外媒的报道来看，新能源汽车产销量在国内厂商中连续多年高居第一的<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>，今年在国外多个市场有可观的销量，今年前10个月在澳大利亚就已销售19248辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的23569辆；在德国销售15171辆，略低于特斯拉的15595辆。</p><img src=\"https://inews.gtimg.com/om_bt/OPchXXLWB1_kqMP3LH6aCQ5mTjU1Yg91rnesAYGsWgHq0AA/0\"/><p>而从外媒最新的报道来看，在德国和澳大利亚市场未能超过特斯拉的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，在英国市场已经超过。</p><p>外媒援引相关机构的数据报道称，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。</p><p>同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。（海蓝）</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>消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 16:44 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107165029a6e8326b&s=b><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【TechWeb】11月7日消息，从本周早些时候外媒的报道来看，新能源汽车产销量在国内厂商中连续多年高居第一的比亚迪，今年在国外多个市场有可观的销量，今年前10个月在澳大利亚就已销售19248辆，仅次于特斯拉的23569辆；在德国销售15171辆，略低于特斯拉的15595辆。而从外媒最新的报道来看，在德国和澳大利亚市场未能超过特斯拉的比亚迪，在英国市场已经超过。外媒援引相关机构的数据报道称，比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107165029a6e8326b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4592":"伊斯兰概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSYW.SI":"TESLA 3xLongSG261006","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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[笑哭] [笑哭] ","listText":"又在自嗨了[笑哭] [笑哭] [笑哭] ","text":"又在自嗨了[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497170419380312","repostId":"2581308948","repostType":2,"repost":{"id":"2581308948","kind":"live","pubTimestamp":1762386986,"share":"https://www.laohu8.com/m/news/2581308948?lang=&edition=full","pubTime":"2025-11-06 07:56","market":"nz","language":"zh","title":"英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”","url":"https://stock-news.laohu8.com/highlight/detail?id=2581308948","media":"格隆汇","summary":"英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更","content":"<html><body><p>英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更多的乐观心态”。黄仁勋指出，美国各州的AI新规可能产生“50条新规范”，而这可能会扼杀人工智能的创新和竞争。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更多的乐观心态”。黄仁勋指出，美国各州的AI新规可能产生“50条新规范”，而这可能会扼杀人工智能的创新和竞争。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","NVIW.SI":"NVDA 3xLongSG261006","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - 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16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2089284900.SGD":"Allianz Global Sustainability Cl 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13:04","market":"us","language":"zh","title":"“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2580420875","media":"Blockbeats","summary":"BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件","content":"<html><body><div><p>BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。</p><p>13F 文件中披露，该基金 80% 仓位为英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 看跌期权，持有的 Palantir 看跌期权名义金额高达 9.12 亿美元（相当于 500 万股），而 <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> 看跌期权名义金额为 1.86 亿美元。</p></div></body></html>","source":"theblockbeats_zh_live","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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Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。13F 文件中披露，该基金 80% 仓位为英伟达和 Palantir 看跌期权，持有的 Palantir 看跌期权名义金额高...</p>\n\n<a href=\"https://www.theblockbeats.info//flash/318996\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","NVDS.UK":"LS -1X NVIDIA","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","NVDL":"GraniteShares 2x Long NVDA Daily ETF","NVD2.UK":"2X NVIDIA ETP","BK4567":"ESG概念","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","BK4141":"半导体产品","3NVD.UK":"LS 3X NVIDIA","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","SNVD.UK":"LS -1X NVIDIA","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES 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[喷血] [喷血] ","listText":"我们不用国内的脑残AI[喷血] [喷血] [喷血] ","text":"我们不用国内的脑残AI[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495172380147744","repostId":"2579437222","repostType":2,"repost":{"id":"2579437222","kind":"news","pubTimestamp":1761895356,"share":"https://www.laohu8.com/m/news/2579437222?lang=&edition=full","pubTime":"2025-10-31 15:22","market":"us","language":"zh","title":"8988万！中国电信联手阿里云，拿下AI大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2579437222","media":"智东西","summary":"10月22日，该项目中标候选人公示：第一中标候选人：联合体牵头人：中国电信股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。本月，阿里云还拿下了一个亿级项目。今年，中国电信的中标大单金额更是一路狂飙。8月初，据公开信息统计，中国电信独立中标了11个1000万元以上的项目，总金额约2.45亿元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153459570v2063chr3z3nv5i\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153501594v206umyouxf15yz\"/><p><strong>智慧城市再加码。</strong></p><p><strong>作者 |</strong>王涵</p><p><strong>编辑 |</strong>心缘</p><p>智东西10月31日消息，10月27日，<strong>广元市新型智慧城市建设项目</strong>（一批次）中标结果公示，<strong><a href=\"https://laohu8.com/S/601728\">中国电信</a>四川分公司</strong>牵头，联合<strong>阿里云计算有限公司</strong>一同中标，中标报价为<strong>8988万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153505071v206zwnqpr3s890\"/><p>今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。</p><p>该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务采购进行招标，预算金额为9170.47万元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153506740v206nzxihpumls2\"/><p>10月22日，该项目中标候选人公示：</p><p>第一中标候选人：联合体牵头人：<a href=\"https://laohu8.com/S/00728\">中国电信</a>股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。</p><p>第二中标候选人：四川<a href=\"https://laohu8.com/S/002777\">久远银海</a>软件股份有限公司，投标报价8980.23万元。</p><p>第三中标候选人：重庆知行数联智能科技有限责任公司，投标报价9125万元。</p><p>本月，阿里云还拿下了一个亿级项目。2025年10月24日，中央广播电视总台《央视新闻及其他新媒体平台公有云服务采购项目》发布中标公告，供应商为央视国际网络有限公司，中标报价为<strong>1.089亿元</strong>，供应商将提供<strong>1530台阿里云云服务器</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153507841v206v8xkueabtiq\"/><p>9月，该项目发布招标公告，最高限价为1.094亿元。</p><p>本项目需支持<strong>总台分布全球的记者总站</strong>相关业务，除国内总站外，海外包括<a href=\"https://laohu8.com/S/002540\">亚太</a>、亚欧、欧洲、中东、非洲、北美、南美等7个总站，须在公有云上部署四个节点覆盖以上总站，如北美节点（北美、南美总站），欧洲节点（欧洲、中东、亚欧总站、非洲总站），<a href=\"https://laohu8.com/S/002284\">亚太</a>节点（亚太总站），国内节点（国内总站），四个节点须对总站当地记者提供低延迟接入、链路冗余，并可将海外总站数据汇总至国内总站。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153508383v206ppavozig5wr\"/><p>此外，阿里云在10月中标了多个项目，包括：</p><p>10月11日，阿里云中标了中央广播电视总台2023年工信部5G+8K项目-2024年数据中心私有云扩充（七）新闻新媒体平台云软件扩充采购项目，中标报价为<strong>619.6万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153511437v206osz2mc3vp2y\"/><p>10月30日，阿里云还中标了教育部教育考试院2025年公有云资源采购项目，中标报价为<strong>52.82万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153512035v206cycrflg3w2a\"/><p>今年，中国电信的中标大单金额更是一路狂飙。</p><p>今年上半年，中国电信累计中标总金额达到<strong>334.67亿元</strong>，中标项目数量<strong>24359个</strong>。7月“云数智”项目统计中，中国电信拿下<strong>23个</strong>千万级的项目，<strong>45个</strong>500万元级的项目，总金额<strong>超7亿元</strong>。8月初，据公开信息统计，中国电信独立中标了<strong>11个1000万元以上</strong>的项目，总金额约<strong>2.45亿元</strong>。</p><p>（本文系<a href=\"https://laohu8.com/S/NTES\">网易</a>新闻•<a href=\"https://laohu8.com/S/09999\">网易</a>号特色内容激励计划签约账号【智东西】原创内容，未经账号授权，禁止随意转载。）</p><p><strong>2025中国具身智能机器人大会</strong><strong>预告</strong></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\" 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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\">\n8988万！中国电信联手阿里云，拿下AI大单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 15:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智慧城市再加码。作者 |王涵编辑 |心缘智东西10月31日消息，10月27日，广元市新型智慧城市建设项目（一批次）中标结果公示，中国电信四川分公司牵头，联合阿里云计算有限公司一同中标，中标报价为8988万元。今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4538":"云计算","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA 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\"AT4\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2579437222","content_text":"智慧城市再加码。作者 |王涵编辑 |心缘智东西10月31日消息，10月27日，广元市新型智慧城市建设项目（一批次）中标结果公示，中国电信四川分公司牵头，联合阿里云计算有限公司一同中标，中标报价为8988万元。今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务采购进行招标，预算金额为9170.47万元。10月22日，该项目中标候选人公示：第一中标候选人：联合体牵头人：中国电信股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。第二中标候选人：四川久远银海软件股份有限公司，投标报价8980.23万元。第三中标候选人：重庆知行数联智能科技有限责任公司，投标报价9125万元。本月，阿里云还拿下了一个亿级项目。2025年10月24日，中央广播电视总台《央视新闻及其他新媒体平台公有云服务采购项目》发布中标公告，供应商为央视国际网络有限公司，中标报价为1.089亿元，供应商将提供1530台阿里云云服务器。9月，该项目发布招标公告，最高限价为1.094亿元。本项目需支持总台分布全球的记者总站相关业务，除国内总站外，海外包括亚太、亚欧、欧洲、中东、非洲、北美、南美等7个总站，须在公有云上部署四个节点覆盖以上总站，如北美节点（北美、南美总站），欧洲节点（欧洲、中东、亚欧总站、非洲总站），亚太节点（亚太总站），国内节点（国内总站），四个节点须对总站当地记者提供低延迟接入、链路冗余，并可将海外总站数据汇总至国内总站。此外，阿里云在10月中标了多个项目，包括：10月11日，阿里云中标了中央广播电视总台2023年工信部5G+8K项目-2024年数据中心私有云扩充（七）新闻新媒体平台云软件扩充采购项目，中标报价为619.6万元。10月30日，阿里云还中标了教育部教育考试院2025年公有云资源采购项目，中标报价为52.82万元。今年，中国电信的中标大单金额更是一路狂飙。今年上半年，中国电信累计中标总金额达到334.67亿元，中标项目数量24359个。7月“云数智”项目统计中，中国电信拿下23个千万级的项目，45个500万元级的项目，总金额超7亿元。8月初，据公开信息统计，中国电信独立中标了11个1000万元以上的项目，总金额约2.45亿元。（本文系网易新闻•网易号特色内容激励计划签约账号【智东西】原创内容，未经账号授权，禁止随意转载。）2025中国具身智能机器人大会预告","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":0.9,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494786482503880,"gmtCreate":1761828237195,"gmtModify":1761828239186,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"themes":[],"title":"","htmlText":"<a 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