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戒赌治疗期的赌徒
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
08-06
没懂的是，卖call也是卖掉了呀！说明他认为162.5是值得卖出的位置啊
段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持
8月5日，据$香港交易所(00388)$披露，段永平管理的H&H International Investment对$泡泡玛特(09992)$国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。
段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
05-28
$泡泡玛特(09992)$
瞎说一个，特别糙的计算，从3月30日泡泡玛特暴跌到现在大约40个交易日，平均每天成交量2000万股，段总披露持有大约1.5亿股，1.5÷8＝20%。估计建仓该完成了吧？每天20%的买量带来的是横盘，买量消失后会不会继续跌呢？＃泡泡玛特
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2025-12-15
为什么不是没达到的话，何小鹏落跑呢？赌约明显不对等。
何小鹏：若明年做不到FSD效果，智驾负责人上街裸奔
12月11日，小鹏汽车创始人何小鹏在微博、朋友圈等平台公然打赌：如果明年小鹏达不到特斯拉FSD14.2效果，那么小鹏智驾负责人刘先明将裸奔。何小鹏称，小鹏汽车的VLA2.0将在下个季度发布。有网友调侃称，没准等到明年8月底前刘先明已经离职了；有网友评论称，等到明年8月30日，特斯拉FSD又进化。据了解，刘先明2024年3月加入小鹏汽车，现任小鹏汽车自动驾驶中心负责人。
何小鹏：若明年做不到FSD效果，智驾负责人上街裸奔
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2025-09-24
这也算利好吗？不就是买东西不给钱，拿股票换吗？
英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？
对OpenAI投资不会改变公司重点。
英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2025-07-17
$脑再生科技(RGC)$
充分换手后开始上攻
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2025-03-03
止盈离场？怎么止盈离场？2000手中一手，融资费16,000。
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2025-02-18
为什么呢？
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2024-09-03
这还用选吗？没微信怎么活？
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2023-10-31
70%新客引流很厉害了
非常抱歉，此主贴已删除
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戒赌治疗期的赌徒
戒赌治疗期的赌徒
·
2023-08-17
$小鹏汽车-W(09868)$
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17:17","market":"hk","language":"zh","title":"段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1162349047","media":"老虎资讯综合","summary":"8月5日，据$香港交易所(00388)$披露，段永平管理的H&H International Investment对$泡泡玛特(09992)$国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。","content":"<html><head></head><body><p style=\"text-align: left;\">8月5日，据<a href=\"https://laohu8.com/S/00388\">香港交易所</a>披露，段永平管理的H&H International Investment对<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。</p><p style=\"text-align: left;\">值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f429bd202c5b2e3197b0d0b3d8156bb5\" title=\"\" tg-width=\"1354\" tg-height=\"2005\"/></p><p>段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dc2175ce989a20d8080a9343c6ac1a\" tg-width=\"1179\" tg-height=\"816\"/></p><p>泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。</p><p>这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。</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>段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持</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段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-05 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">8月5日，据<a href=\"https://laohu8.com/S/00388\">香港交易所</a>披露，段永平管理的H&H International Investment对<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。</p><p style=\"text-align: left;\">值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f429bd202c5b2e3197b0d0b3d8156bb5\" title=\"\" tg-width=\"1354\" tg-height=\"2005\"/></p><p>段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dc2175ce989a20d8080a9343c6ac1a\" tg-width=\"1179\" tg-height=\"816\"/></p><p>泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。</p><p>这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162349047","content_text":"8月5日，据香港交易所披露，段永平管理的H&H International Investment对泡泡玛特国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。","news_type":1,"symbols_score_info":{"09992":1.5}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569079079232272,"gmtCreate":1779939542168,"gmtModify":1779941895522,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 瞎说一个，特别糙的计算，从3月30日泡泡玛特暴跌到现在大约40个交易日，平均每天成交量2000万股，段总披露持有大约1.5亿股，1.5÷8＝20%。估计建仓该完成了吧？每天20%的买量带来的是横盘，买量消失后会不会继续跌呢？＃泡泡玛特","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 瞎说一个，特别糙的计算，从3月30日泡泡玛特暴跌到现在大约40个交易日，平均每天成交量2000万股，段总披露持有大约1.5亿股，1.5÷8＝20%。估计建仓该完成了吧？每天20%的买量带来的是横盘，买量消失后会不会继续跌呢？＃泡泡玛特","text":"$泡泡玛特(09992)$ 瞎说一个，特别糙的计算，从3月30日泡泡玛特暴跌到现在大约40个交易日，平均每天成交量2000万股，段总披露持有大约1.5亿股，1.5÷8＝20%。估计建仓该完成了吧？每天20%的买量带来的是横盘，买量消失后会不会继续跌呢？＃泡泡玛特","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/569079079232272","isVote":1,"tweetType":1,"viewCount":5404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119022978502880","authorId":"4119022978502880","name":"锅巴鱿鱼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"4119022978502880","authorIdStr":"4119022978502880"},"content":"段是short 150 put，现在都可以止盈了 反正也行不了权","text":"段是short 150 put，现在都可以止盈了 反正也行不了权","html":"段是short 150 put，现在都可以止盈了 反正也行不了权"},{"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":8,"crmLevelSwitch":0,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"content":"必然有跟风盘，今天大多都是，可跟风买的拿不住，涨几天就抛了套利，跌几天就割肉跑，所以认为股价会掉回来，毕竟看日线周线月线都在压制。大佬与线的故事，我是预测不了，先看看的。","text":"必然有跟风盘，今天大多都是，可跟风买的拿不住，涨几天就抛了套利，跌几天就割肉跑，所以认为股价会掉回来，毕竟看日线周线月线都在压制。大佬与线的故事，我是预测不了，先看看的。","html":"必然有跟风盘，今天大多都是，可跟风买的拿不住，涨几天就抛了套利，跌几天就割肉跑，所以认为股价会掉回来，毕竟看日线周线月线都在压制。大佬与线的故事，我是预测不了，先看看的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511111570584800,"gmtCreate":1765810066929,"gmtModify":1765810069497,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"title":"","htmlText":"为什么不是没达到的话，何小鹏落跑呢？赌约明显不对等。","listText":"为什么不是没达到的话，何小鹏落跑呢？赌约明显不对等。","text":"为什么不是没达到的话，何小鹏落跑呢？赌约明显不对等。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511111570584800","repostId":"2590851581","repostType":2,"repost":{"id":"2590851581","kind":"news","pubTimestamp":1765456485,"share":"https://www.laohunote.com/m/news/2590851581?lang=zh_CN&edition=full","pubTime":"2025-12-11 20:34","market":"hk","language":"zh","title":"何小鹏：若明年做不到FSD效果，智驾负责人上街裸奔","url":"https://stock-news.laohu8.com/highlight/detail?id=2590851581","media":"三言财经","summary":"12月11日，小鹏汽车创始人何小鹏在微博、朋友圈等平台公然打赌：如果明年小鹏达不到特斯拉FSD14.2效果，那么小鹏智驾负责人刘先明将裸奔。何小鹏称，小鹏汽车的VLA2.0将在下个季度发布。有网友调侃称，没准等到明年8月底前刘先明已经离职了；有网友评论称，等到明年8月30日，特斯拉FSD又进化。据了解，刘先明2024年3月加入小鹏汽车，现任小鹏汽车自动驾驶中心负责人。","content":"<html><body><article><p>12月11日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>创始人何小鹏在微博、朋友圈等平台公然打赌：如果明年小鹏达不到<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD14.2效果，那么小鹏智驾负责人刘先明将裸奔。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203459937d201tt3cnoy5a3c\"/><p>何小鹏称，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>的VLA2.0将在下个季度发布。这是第一个版本，必须行稳致远，还期望惊艳出场，因此压力巨大。</p><p>他提到，2024年中硅谷试驾FSD后，最近再次来到硅谷，试驾和对比了最新的FSD V14.2版本和Robotaxi。何小鹏表示，FSD从一年多前处于L2高阶辅助驾驶的丝滑体验，现在已经进入了（软件）准L4的安心阶段，在硅谷和三藩的约5个小时试驾中，标准车辆和Robotaxi完全用一个模型表现如一，安心平稳，虽然有瑕疵，但是大幅度超过去年的水准。</p><p>何小鹏还透露，这次试驾让他更加坚定了，将来会是同一个自驾系统，同一个硬件体系，分别会是私享的Robo和共享的Robotaxi时代到来，每个人都可以跳过L3，直接享有一台L4能力的汽车。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203507617d201dghcf25kcis\"/><p>不过，由于时间问题，小鹏的第一个版本还无法实现当前FSD V14.2的全部能力。但是今天在和团队吃饭的时候，他和自驾团队打了一个赌，如果在2026年8月30日时，小鹏的VLA在国内达到FSD V14.2在硅谷的整体效果，他会在硅谷参考小鹏当前的总部餐厅筹建一个非常特色的中国风味食堂；反之无法实现的话，他们的自动驾驶负责人刘先明同学，承诺会在金门大桥裸跑。</p><p>何小鹏称，团队都相信会赢一个好吃的食堂。</p><p>此事也引发了很多网友关注。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203513955d201ksv6kj80tqb\"/><p>有网友调侃称，没准等到明年8月底前刘先明已经离职了；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203514874d201f6cg53lkils\"/><p>有网友评论称，等到明年8月30日，特斯拉FSD又进化。但该观点也遭到其他网友质疑，大家认为国内路况比美国复杂，小鹏实际上是超过特斯拉FSD水平的；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203524834d201vw6r9na06kp\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203531187d201h2zb5pgtdrf\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203532318d201zr676dt5qen\"/><p>当然，很多网友要求何小鹏不能删帖，立帖为证；更诱人直接把此事记录在行程中；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251211203539503d201np6k6nhl24e\"/><p>还有网友看热闹不嫌事大，认为如果小鹏输了建食堂，刘先明输了要裸奔，似乎不对等。希望看到何小鹏输了穿女装一天。</p><p>据了解，刘先明2024年3月加入小鹏汽车，现任小鹏汽车自动驾驶中心负责人。2016年博士毕业于伊利诺伊大学厄巴纳-香槟分校电气和计算机工程专业，曾就读于哈尔滨工业大学，师从计算机视觉专家托马斯·黄（Thomas Huang），曾任职于<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>旗下Cruise公司及地平线北美实验室，从事机器学习与计算机视觉研究。</p><p>对此，你希望谁赢呢？</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>何小鹏：若明年做不到FSD效果，智驾负责人上街裸奔</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何小鹏：若明年做不到FSD效果，智驾负责人上街裸奔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 20:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211203544a4427929&s=b><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月11日，小鹏汽车创始人何小鹏在微博、朋友圈等平台公然打赌：如果明年小鹏达不到特斯拉FSD14.2效果，那么小鹏智驾负责人刘先明将裸奔。何小鹏称，小鹏汽车的VLA2.0将在下个季度发布。这是第一个版本，必须行稳致远，还期望惊艳出场，因此压力巨大。他提到，2024年中硅谷试驾FSD后，最近再次来到硅谷，试驾和对比了最新的FSD V14.2版本和Robotaxi。何小鹏表示，FSD从一年多前处于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211203544a4427929&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏集团-W","BK1588":"回港中概股","BK1575":"同股不同权","BK1610":"ETF&股票定投概念","BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏集团","BK1119":"汽车制造商","BK1587":"次新股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211203544a4427929&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590851581","content_text":"12月11日，小鹏汽车创始人何小鹏在微博、朋友圈等平台公然打赌：如果明年小鹏达不到特斯拉FSD14.2效果，那么小鹏智驾负责人刘先明将裸奔。何小鹏称，小鹏汽车的VLA2.0将在下个季度发布。这是第一个版本，必须行稳致远，还期望惊艳出场，因此压力巨大。他提到，2024年中硅谷试驾FSD后，最近再次来到硅谷，试驾和对比了最新的FSD V14.2版本和Robotaxi。何小鹏表示，FSD从一年多前处于L2高阶辅助驾驶的丝滑体验，现在已经进入了（软件）准L4的安心阶段，在硅谷和三藩的约5个小时试驾中，标准车辆和Robotaxi完全用一个模型表现如一，安心平稳，虽然有瑕疵，但是大幅度超过去年的水准。何小鹏还透露，这次试驾让他更加坚定了，将来会是同一个自驾系统，同一个硬件体系，分别会是私享的Robo和共享的Robotaxi时代到来，每个人都可以跳过L3，直接享有一台L4能力的汽车。不过，由于时间问题，小鹏的第一个版本还无法实现当前FSD V14.2的全部能力。但是今天在和团队吃饭的时候，他和自驾团队打了一个赌，如果在2026年8月30日时，小鹏的VLA在国内达到FSD V14.2在硅谷的整体效果，他会在硅谷参考小鹏当前的总部餐厅筹建一个非常特色的中国风味食堂；反之无法实现的话，他们的自动驾驶负责人刘先明同学，承诺会在金门大桥裸跑。何小鹏称，团队都相信会赢一个好吃的食堂。此事也引发了很多网友关注。有网友调侃称，没准等到明年8月底前刘先明已经离职了；有网友评论称，等到明年8月30日，特斯拉FSD又进化。但该观点也遭到其他网友质疑，大家认为国内路况比美国复杂，小鹏实际上是超过特斯拉FSD水平的；当然，很多网友要求何小鹏不能删帖，立帖为证；更诱人直接把此事记录在行程中；还有网友看热闹不嫌事大，认为如果小鹏输了建食堂，刘先明输了要裸奔，似乎不对等。希望看到何小鹏输了穿女装一天。据了解，刘先明2024年3月加入小鹏汽车，现任小鹏汽车自动驾驶中心负责人。2016年博士毕业于伊利诺伊大学厄巴纳-香槟分校电气和计算机工程专业，曾就读于哈尔滨工业大学，师从计算机视觉专家托马斯·黄（Thomas Huang），曾任职于Meta、通用汽车旗下Cruise公司及地平线北美实验室，从事机器学习与计算机视觉研究。对此，你希望谁赢呢？","news_type":1,"symbols_score_info":{"09868":1.95,"XPEV":1.95}},"isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481783562211456,"gmtCreate":1758647279507,"gmtModify":1758647281819,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"title":"","htmlText":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","listText":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","text":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481783562211456","repostId":"1195651778","repostType":2,"repost":{"id":"1195651778","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":1758636315,"share":"https://www.laohunote.com/m/news/1195651778?lang=zh_CN&edition=full","pubTime":"2025-09-23 22:05","market":"us","language":"zh","title":"英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651778","media":"老虎资讯综合","summary":"对OpenAI投资不会改变公司重点。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</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\" 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22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4300fcbe3b1976ded6bf41717f73474d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651778","content_text":"周二， 英伟达 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