社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
重庆老赵
IP属地:重庆
+关注
帖子 · 178
帖子 · 178
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
重庆老赵
重庆老赵
·
01-15 21:35
20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?
看
861
回复
1
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-14 22:40
$携程网(TCOM)$
对照之前被立案处罚了的阿里和美团 至今还在低位运行
看
229
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-14 21:24
看看20年后的阿里 21年后的美团 、谁还认为这是个机会?
看
1,720
回复
3
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-14 20:07
$携程网(TCOM)$
已清仓,携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00?是为了掩护某些同志先撤退? 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么?为何选择了携程?是因为背后的力量不够强大吗?[开心]
看
1,783
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-08
辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段
特斯拉辅助驾驶连续避让后追尾 车主:刹车没反应 车门和窗户打不开
但该车道同样有一辆大货车,特斯拉又变到了最右侧的导流线上,结果在前方导流线收窄的地方,车辆刹车不及追尾了前方的大货车,并被挤到了栏杆上。特斯拉车内气囊全部弹出,车门也被挤住打不开,车内甚至已经开始冒烟了,他们两人被困在车内,非常恐怖。此次事故特斯拉负全责,因为车辆没买车损险,车损非常严重,已经报废了。
特斯拉辅助驾驶连续避让后追尾 车主:刹车没反应 车门和窗户打不开
看
594
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-07
只谈忧患 这是唱空么?
特斯拉:一家或将陷入衰退的成长型企业
综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。
特斯拉:一家或将陷入衰退的成长型企业
看
255
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-06
安卓再自由 也不影响苹果成为顶流
看
570
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
01-06
安卓再自由 也不妨碍苹果成为顶流
英伟达做了个FSD?马斯克淡定回应:我不会为此失眠
英伟达CES发布开源自动驾驶模型Alpamayo,号称“物理AI的ChatGPT时刻”,将随奔驰CLA一季度上路。面对这一能“思考推理”的强劲对手,马斯克回应称解决长尾问题才是关键,并直言:“我才不会因为这个失眠,真心希望他们能成功。”
英伟达做了个FSD?马斯克淡定回应:我不会为此失眠
看
466
回复
评论
点赞
1
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
2025-12-07
$上海机场(600009)$
即将与中免展开新一轮租赁谈判
看
893
回复
评论
点赞
2
编组 21备份 2
分享
举报
重庆老赵
重庆老赵
·
2025-11-04
标题党[喷血]
特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对
成为首个对该方案做出决定的主要投资者。
特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对
看
1,395
回复
2
点赞
4
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3550884934656926","uuid":"3550884934656926","gmtCreate":1587790912209,"gmtModify":1620562841866,"name":"重庆老赵","pinyin":"zqlzzhongqinglaozhao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":136,"tweetSize":178,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":9,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":5,"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":"2025.10.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.04","exceedPercentage":"80.65%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.48%","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":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"重庆","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":522211224191224,"gmtCreate":1768484150173,"gmtModify":1768485837668,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"htmlText":"20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?","listText":"20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?","text":"20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522211224191224","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501110471229028","authorId":"3501110471229028","name":"赚钱去火星","avatar":"https://static.tigerbbs.com/b086a214bbd5d0efb72fd2f72b054b57","crmLevel":8,"crmLevelSwitch":1,"idStr":"3501110471229028","authorIdStr":"3501110471229028"},"content":"但是拼多多当年确实是机会。 [贱笑]","text":"但是拼多多当年确实是机会。 [贱笑]","html":"但是拼多多当年确实是机会。 [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521689401184816,"gmtCreate":1768401617161,"gmtModify":1768405089055,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$ </a><v-v data-views=\"0\"></v-v> 对照之前被立案处罚了的阿里和美团 至今还在低位运行","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$ </a><v-v data-views=\"0\"></v-v> 对照之前被立案处罚了的阿里和美团 至今还在低位运行","text":"$携程网(TCOM)$ 对照之前被立案处罚了的阿里和美团 至今还在低位运行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521689401184816","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521670960149840,"gmtCreate":1768397044214,"gmtModify":1768397048487,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会?","listText":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会?","text":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/521670960149840","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.laohu8.com/picture159","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274803156147","authorIdStr":"3479274803156147"},"content":"机会还在,耐心等回调!","text":"机会还在,耐心等回调!","html":"机会还在,耐心等回调!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521652096357424,"gmtCreate":1768392435432,"gmtModify":1768394892071,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$ </a> 已清仓,携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00?是为了掩护某些同志先撤退? 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么?为何选择了携程?是因为背后的力量不够强大吗?[开心] ","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$ </a> 已清仓,携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00?是为了掩护某些同志先撤退? 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么?为何选择了携程?是因为背后的力量不够强大吗?[开心] ","text":"$携程网(TCOM)$ 已清仓,携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00?是为了掩护某些同志先撤退? 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么?为何选择了携程?是因为背后的力量不够强大吗?[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521652096357424","isVote":1,"tweetType":1,"viewCount":1783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519596425883832,"gmtCreate":1767875847435,"gmtModify":1767875850291,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","listText":"辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","text":"辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519596425883832","repostId":"2601369690","repostType":2,"repost":{"id":"2601369690","kind":"news","pubTimestamp":1767873971,"share":"https://www.laohu8.com/m/news/2601369690?lang=zh_CN&edition=full","pubTime":"2026-01-08 20:06","market":"us","language":"zh","title":"特斯拉辅助驾驶连续避让后追尾 车主:刹车没反应 车门和窗户打不开","url":"https://stock-news.laohu8.com/highlight/detail?id=2601369690","media":"快科技","summary":"但该车道同样有一辆大货车,特斯拉又变到了最右侧的导流线上,结果在前方导流线收窄的地方,车辆刹车不及追尾了前方的大货车,并被挤到了栏杆上。特斯拉车内气囊全部弹出,车门也被挤住打不开,车内甚至已经开始冒烟了,他们两人被困在车内,非常恐怖。此次事故特斯拉负全责,因为车辆没买车损险,车损非常严重,已经报废了。","content":"<html><body><article><p>快科技1月8日消息,据报道,近日,安徽岳西高速上,一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发生追尾事故,车主对车辆的辅助驾驶系统也产生了质疑。</p><p>行车记录仪<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>,这辆特斯拉本来在最左侧的超车道行驶,前方大客车突然变道,特斯拉刹车不及,紧急变道至右侧车道。</p><p>但该车道同样有一辆大货车,特斯拉又变到了最右侧的导流线上,<strong>结果在前方导流线收窄的地方,车辆刹车不及追尾了前方的大货车,并被挤到了栏杆上。</strong></p><p>车主介绍,当时他开了辅助驾驶系统,他看到要追尾第一反应是踩刹车,但系统却让他避让,踩刹车没有反应,导致最后追尾,并被大货车挤着拖行了几十米。</p><p>特斯拉车内气囊全部弹出,车门也被挤住打不开,车内甚至已经开始冒烟了,他们两人被困在车内,非常恐怖。</p><p>最后,是大货车司机砸碎了车玻璃,他们才逃了出来。此次事故特斯拉负全责,<strong>因为车辆没买车损险,车损非常严重,已经报废了。</strong></p><p>车主表示,如果当时是他在开车,发生这样的事故他愿意承担事故责任。但现在的情况时,车辆是由辅助驾驶来开的,车辆失控才造成事故。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260108201322229d163i88xupy3xmm\"/></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>特斯拉辅助驾驶连续避让后追尾 车主:刹车没反应 车门和窗户打不开</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉辅助驾驶连续避让后追尾 车主:刹车没反应 车门和窗户打不开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 20:06 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月8日消息,据报道,近日,安徽岳西高速上,一辆特斯拉发生追尾事故,车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示,这辆特斯拉本来在最左侧的超车道行驶,前方大客车突然变道,特斯拉刹车不及,紧急变道至右侧车道。但该车道同样有一辆大货车,特斯拉又变到了最右侧的导流线上,结果在前方导流线收窄的地方,车辆刹车不及追尾了前方的大货车,并被挤到了栏杆上。车主介绍,当时他开了辅助驾驶系统,他看到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&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":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4516":"特朗普概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0823411888.USD":"法巴消费创新基金 Cap","BK4548":"巴美列捷福持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4555":"新能源车","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4550":"红杉资本持仓","BK4588":"碎股","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4604":"机器人概念","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4612":"AI芯片","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4581":"高盛持仓","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601369690","content_text":"快科技1月8日消息,据报道,近日,安徽岳西高速上,一辆特斯拉发生追尾事故,车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示,这辆特斯拉本来在最左侧的超车道行驶,前方大客车突然变道,特斯拉刹车不及,紧急变道至右侧车道。但该车道同样有一辆大货车,特斯拉又变到了最右侧的导流线上,结果在前方导流线收窄的地方,车辆刹车不及追尾了前方的大货车,并被挤到了栏杆上。车主介绍,当时他开了辅助驾驶系统,他看到要追尾第一反应是踩刹车,但系统却让他避让,踩刹车没有反应,导致最后追尾,并被大货车挤着拖行了几十米。特斯拉车内气囊全部弹出,车门也被挤住打不开,车内甚至已经开始冒烟了,他们两人被困在车内,非常恐怖。最后,是大货车司机砸碎了车玻璃,他们才逃了出来。此次事故特斯拉负全责,因为车辆没买车损险,车损非常严重,已经报废了。车主表示,如果当时是他在开车,发生这样的事故他愿意承担事故责任。但现在的情况时,车辆是由辅助驾驶来开的,车辆失控才造成事故。","news_type":1,"symbols_score_info":{"TSLA":1.97,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519424845365664,"gmtCreate":1767787809349,"gmtModify":1767787811900,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"只谈忧患 这是唱空么?","listText":"只谈忧患 这是唱空么?","text":"只谈忧患 这是唱空么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519424845365664","repostId":"2601877535","repostType":2,"repost":{"id":"2601877535","kind":"news","pubTimestamp":1767784565,"share":"https://www.laohu8.com/m/news/2601877535?lang=zh_CN&edition=full","pubTime":"2026-01-07 19:16","market":"us","language":"zh","title":"特斯拉:一家或将陷入衰退的成长型企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2601877535","media":"美股研究社","summary":"综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。","content":"<html><body><article><p><strong>用户群体的疏远与核心人物风险</strong></p><p>我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。</p><p>即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的<strong>核心人物风险</strong>。近年来,市场上一直流传着 “过度追求政治正确,终将反噬企业经营” 的说法,而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者,进而可能损害用户信任 —— 这对公司的发展而言,无疑是一剂毒药。</p><img src=\"\"/><p>【如需和我们交流可扫码添加进社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcrVAEs2bhwIEUP4FfvianI8UkwWsmGS8QGt9FUCfIVia1npfInK1SOWWQ/640?wx_fmt=png&from=appmsg\"/><p><strong>储能业务:</strong></p><p><strong>装机量增长放缓,单位营收持续下滑</strong></p><p>接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中,储能装机量(GWh)是特斯拉唯一能拿出手的增长数据。2025 年第四季度,公司储能装机量达到 14.2 吉瓦时的历史新高;全年装机量累计达 46.7 吉瓦时,展现出强劲的扩张态势。</p><p>但光鲜数据的背后,是<strong>同比增速的快速滑落</strong>:2025 年储能装机量同比增幅为 49%,远低于 2024 年的 114% 与 2023 年的 126%。市场预测,到 2029 年,这一增速将进一步放缓至 26%,对应装机量约 141.8 吉瓦时。</p><p>与装机量增速放缓相伴而来的,是<strong>单位装机量营收的持续走低</strong>。2020 至 2021 年,特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收;而到了 2025 年第二季度,这一数值已腰斩过半,降至 2.89 亿美元;第三季度进一步下滑至 2.76 亿美元。值得注意的是,过去五个季度里,储能业务的毛利率基本稳定在 25% 至 31% 的区间。</p><p>综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLczbSMU66CbrBjDq7jpr5zsiclLE4DkRGuL9TVwK0r2tbvibNaKK4AzxHw/640?wx_fmt=png&from=appmsg\"/><p><strong>汽车业务:</strong></p><p><strong>交付量下滑叠加售价走低,内外承压</strong></p><p>无论市场如何炒作新概念,汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出,2025 年第四季度,特斯拉汽车交付量同比暴跌 16%;全年交付量同比下降 9%,创下公司史上最差的季度同比表现,同时也是连续第二个财年交付量下滑。</p><p>此外,根据分析师的测算,截至 2025 年第三季度,特斯拉汽车的过去十二个月(TTM)平均售价已<span>跌破</span> 4 万美元。</p><p>市场预测,到 2029 年,特斯拉汽车年交付量有望达到 300 万辆,较 2025 年的 160 万辆实现增长。但这一目标的可行性,分析师深表怀疑 —— 毕竟,特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测,其对应的 2029 年交付量同比增速也仅为 28%,与 2023 年之前的高速增长时代相去甚远。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。</p><p>从区域市场的表现中,我们更能直观感受到特斯拉的困境。2025 年 11 月,中国新能源汽车市场整体销量同比增长 21%,<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国本土品牌的交付量更是实现翻倍,而特斯拉在华销量却陷入同比停滞。</p><p>放眼全球市场,2025 年<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场,马斯克的立场引发了消费者的强烈抵触:2025 年 12 月,特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断,特斯拉 2025 年的注册量同比降幅约为 25%,市场份额持续萎缩。</p><p>雪上加霜的是,受美国本土政策支持力度减弱等因素影响,2026 年全球新能源汽车销量的整体增速预计将显著放缓。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLciaWMQ0QPFPFmoNQtcVWichXhCuZB2x0BS879mNfIl6Lz8r5HIRlqLj6w/640?wx_fmt=png&from=appmsg\"/><p><strong>估值泡沫:</strong></p><p><strong>人形机器人预期已被过度透支</strong></p><p>我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年,特斯拉 Optimus 人形机器人的销量将突破 100 万台,单价或达 2.25 万美元,对应潜在营收约 225 亿美元。</p><p>但从下图的市场一致预期中可以看出,这部分潜在营收早已被<strong>完全计入当前估值</strong>。在覆盖特斯拉的 34 位分析师中,最乐观的预测认为,公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见,市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。</p><p>即便以这份极度乐观的 2027 年营收预期为基准,特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中,分析师曾从多个角度拆解特斯拉的估值,结论早已不言而喻:其估值水平早已脱离基本面,荒谬至极。而时至今日,这一结论依然成立。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKLTlW17KYicXbduwZsUSFEKA3QhDoZBDRLD4pI17USiafzA7ib7ZgicBniaIKocAFvdFCDFy7DSsRicKibw/640?wx_fmt=jpeg&from=appmsg\"/><p>数据来源:营收预期(Seeking Alpha)</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdJ3W4gruZ6lz6pj1cuQvXYHzFTgv6zBDxN3hjm1PtXPLNKCakI3eyW9mPqibvjCvXwDia0vaM9Nht8w/640?wx_fmt=png&from=appmsg\"/><p><strong>结语</strong></p><p>在竞争白热化的新能源汽车市场,特斯拉正面临交付量下滑与售价走低的双重压力;储能业务虽有增长,但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益,早已被市场透支殆尽,当前估值完全建立在充满不确定性的预期之上。</p><p>更致命的是,创始人的政治立场引发的品牌声誉危机,以及由此带来的核心人物风险,正在持续损害公司的用户基础与市场竞争力。</p><p>综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。对投资者而言,现在正是最后的离场时机。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdJlQNwm5fnHWnfblqB1P5B3gLTjg6j6dT5IyOFclcldYqPQickKMUqicdaXvibXdEb4OibV97CAwGO6TQ/640?wx_fmt=other&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=5\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKnkt8t5QpwjNQOKyGlZz4SFiacicdM3aP4hZVCfGia7HbIYBoDxz2gubPAgoXDXhfrcLIfT2eG92icfw/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=6\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/dR7EpbvovdLt0fplojSTcIf4vTY1fP5f5VhIsL3QI5iaHIficMHKVzpaxPOM0yB24Zgs1PJlLHXFs5UXKRic0iaTxA/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=7\"/></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:一家或将陷入衰退的成长型企业</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉:一家或将陷入衰退的成长型企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 19:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而特斯拉在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的核心人物风险。近年来,市场上一直...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&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":{"BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4511":"特斯拉概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4516":"特朗普概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4592":"伊斯兰概念","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4555":"新能源车","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","TSYW.SI":"TESLA 3xLongSG261006","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4604":"机器人概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4612":"AI芯片","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4574":"无人驾驶","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601877535","content_text":"用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而特斯拉在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的核心人物风险。近年来,市场上一直流传着 “过度追求政治正确,终将反噬企业经营” 的说法,而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者,进而可能损害用户信任 —— 这对公司的发展而言,无疑是一剂毒药。【如需和我们交流可扫码添加进社群】储能业务:装机量增长放缓,单位营收持续下滑接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中,储能装机量(GWh)是特斯拉唯一能拿出手的增长数据。2025 年第四季度,公司储能装机量达到 14.2 吉瓦时的历史新高;全年装机量累计达 46.7 吉瓦时,展现出强劲的扩张态势。但光鲜数据的背后,是同比增速的快速滑落:2025 年储能装机量同比增幅为 49%,远低于 2024 年的 114% 与 2023 年的 126%。市场预测,到 2029 年,这一增速将进一步放缓至 26%,对应装机量约 141.8 吉瓦时。与装机量增速放缓相伴而来的,是单位装机量营收的持续走低。2020 至 2021 年,特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收;而到了 2025 年第二季度,这一数值已腰斩过半,降至 2.89 亿美元;第三季度进一步下滑至 2.76 亿美元。值得注意的是,过去五个季度里,储能业务的毛利率基本稳定在 25% 至 31% 的区间。综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。汽车业务:交付量下滑叠加售价走低,内外承压无论市场如何炒作新概念,汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出,2025 年第四季度,特斯拉汽车交付量同比暴跌 16%;全年交付量同比下降 9%,创下公司史上最差的季度同比表现,同时也是连续第二个财年交付量下滑。此外,根据分析师的测算,截至 2025 年第三季度,特斯拉汽车的过去十二个月(TTM)平均售价已跌破 4 万美元。市场预测,到 2029 年,特斯拉汽车年交付量有望达到 300 万辆,较 2025 年的 160 万辆实现增长。但这一目标的可行性,分析师深表怀疑 —— 毕竟,特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测,其对应的 2029 年交付量同比增速也仅为 28%,与 2023 年之前的高速增长时代相去甚远。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。从区域市场的表现中,我们更能直观感受到特斯拉的困境。2025 年 11 月,中国新能源汽车市场整体销量同比增长 21%,小米等中国本土品牌的交付量更是实现翻倍,而特斯拉在华销量却陷入同比停滞。放眼全球市场,2025 年比亚迪的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场,马斯克的立场引发了消费者的强烈抵触:2025 年 12 月,特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断,特斯拉 2025 年的注册量同比降幅约为 25%,市场份额持续萎缩。雪上加霜的是,受美国本土政策支持力度减弱等因素影响,2026 年全球新能源汽车销量的整体增速预计将显著放缓。估值泡沫:人形机器人预期已被过度透支我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年,特斯拉 Optimus 人形机器人的销量将突破 100 万台,单价或达 2.25 万美元,对应潜在营收约 225 亿美元。但从下图的市场一致预期中可以看出,这部分潜在营收早已被完全计入当前估值。在覆盖特斯拉的 34 位分析师中,最乐观的预测认为,公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见,市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。即便以这份极度乐观的 2027 年营收预期为基准,特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中,分析师曾从多个角度拆解特斯拉的估值,结论早已不言而喻:其估值水平早已脱离基本面,荒谬至极。而时至今日,这一结论依然成立。数据来源:营收预期(Seeking Alpha)结语在竞争白热化的新能源汽车市场,特斯拉正面临交付量下滑与售价走低的双重压力;储能业务虽有增长,但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益,早已被市场透支殆尽,当前估值完全建立在充满不确定性的预期之上。更致命的是,创始人的政治立场引发的品牌声誉危机,以及由此带来的核心人物风险,正在持续损害公司的用户基础与市场竞争力。综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。对投资者而言,现在正是最后的离场时机。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518891611710264,"gmtCreate":1767711732407,"gmtModify":1767711734666,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"htmlText":"安卓再自由 也不影响苹果成为顶流","listText":"安卓再自由 也不影响苹果成为顶流","text":"安卓再自由 也不影响苹果成为顶流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518891611710264","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519106789101904,"gmtCreate":1767709220520,"gmtModify":1767709222828,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"安卓再自由 也不妨碍苹果成为顶流","listText":"安卓再自由 也不妨碍苹果成为顶流","text":"安卓再自由 也不妨碍苹果成为顶流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519106789101904","repostId":"2601640188","repostType":2,"repost":{"id":"2601640188","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1767685847,"share":"https://www.laohu8.com/m/news/2601640188?lang=zh_CN&edition=full","pubTime":"2026-01-06 15:50","market":"us","language":"zh","title":"英伟达做了个FSD?马斯克淡定回应:我不会为此失眠","url":"https://stock-news.laohu8.com/highlight/detail?id=2601640188","media":"华尔街见闻","summary":"英伟达CES发布开源自动驾驶模型Alpamayo,号称“物理AI的ChatGPT时刻”,将随奔驰CLA一季度上路。面对这一能“思考推理”的强劲对手,马斯克回应称解决长尾问题才是关键,并直言:“我才不会因为这个失眠,真心希望他们能成功。”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型,<strong>CEO黄仁勋称其为"世界上首款能思考、能推理的自动驾驶汽车AI"</strong>,直接挑战<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的FSD系统。</p><p>1月6日,电动汽车分析师Sawyer Merritt在X平台发帖称,英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称:"好吧,这正是特斯拉在做的。他们会发现,达到99%很容易,但要解决分布的长尾问题却非常困难。"</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da5cba922f60a5ba6c23a4c0edbcd586\" tg-width=\"1024\" tg-height=\"1219\"/></p><p>当有网友表示担心Alpamayo成为FSD的首个真正竞争对手,并指出英伟达可以在没有任何车队的情况下达到接近99%的水平,证明大规模车队数据已不再重要时,马斯克再次回应:"我才不会因为这个失眠呢。我真心希望他们能成功。"</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962b7db4bee1027917e211e73b58ad87\" tg-width=\"1024\" tg-height=\"1013\"/></p><h2 id=\"id_3075483512\">英伟达的"推理式"自动驾驶</h2><p><strong>英伟达将Alpamayo称为"物理AI的ChatGPT时刻"。</strong>这一开源AI模型家族旨在解决自动驾驶的"长尾问题",即那些导致自动驾驶系统脱离或失败的罕见边缘案例。</p><p>旗舰产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动(VLA)模型。与传统自动驾驶系统仅检测物体和规划路径不同,Alpamayo采用"链式推理"方式。它处理视频输入并生成行驶轨迹,但更关键的是,它还会输出决策背后的逻辑。</p><p>黄仁勋表示:<strong>“这不仅仅是一个驾驶模型,而是一个能解释自己思考过程的模型。”</strong>展会上黄仁勋播放了一段演示视频,Alpamayo不仅能驾驶汽车,还能用自然语言解释自己的决策逻辑,例如“前方车辆刹车灯亮起,它可能减速,所以我应该保持距离”。</p><h2 id=\"id_1957901506\">开源策略对抗特斯拉封闭系统</h2><p>英伟达正通过全面的开源策略切入自动驾驶领域,其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取,同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。</p><p><strong>此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位,构建开放生态,与特斯拉完全封闭的FSD系统形成差异化竞争路径</strong>。英伟达同时宣布,该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上,迈出商业化落地的重要一步。</p><h2 id=\"id_2999805665\">马斯克的"长尾问题"论</h2><p>马斯克的回应直指自动驾驶行业的核心瓶颈:模型性能的“长尾困境”。他指出,实现99%场景的高准确率相对可行,但攻克剩余1%的罕见却至关重要的“边缘案例”,才是真正决定技术能否安全落地的关键。</p><p>即便英伟达发布了推理能力更强的开源模型,在应对现实道路的极端复杂性和不确定性时,仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。</p><p>目前,特斯拉FSD系统已在全球数百万辆车上持续运行,积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验,这正是其在迭代效率和场景覆盖深度上的结构性优势。</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>英伟达做了个FSD?马斯克淡定回应:我不会为此失眠</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英伟达做了个FSD?马斯克淡定回应:我不会为此失眠\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 15:50 北京时间 <a href=https://wallstreetcn.com/articles/3762641><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型,CEO黄仁勋称其为\"世界上首款能思考、能推理的自动驾驶汽车AI\",直接挑战特斯拉的FSD系统。1月6日,电动汽车分析师Sawyer Merritt在X平台发帖称,英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称:\"好吧,这正是特斯拉在做的。他们会发现,达到99%很容易,但要解决分布的长尾问题却...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762641\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4567":"ESG概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4503":"景林资产持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVD3.UK":"LS 3X NVIDIA","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4543":"AI","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4511":"特斯拉概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4516":"特朗普概念","SG9999015978.USD":"利安颠覆性创新基金A","LU0079474960.USD":"联博美国增长基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4549":"软银资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4548":"巴美列捷福持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","NVD2.UK":"2X NVIDIA ETP","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4555":"新能源车","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0444971666.USD":"天利全球科技基金","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","BK4550":"红杉资本持仓","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4551":"寇图资本持仓","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4527":"明星科技股","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","3NVD.UK":"LS 3X NVIDIA","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4579":"人工智能","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4574":"无人驾驶","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0109392836.USD":"富兰克林科技股A","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4099":"汽车制造商","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","NVDU":"2倍做多NVDA ETF-Direxion","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","TSLA":"特斯拉","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4592":"伊斯兰概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4587":"ChatGPT概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","2NVD.UK":"2X NVIDIA ETP","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4605":"半导体精选","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4608":"AI应用概念股","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","UFO":"Procure Space ETF","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4604":"机器人概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4612":"AI芯片","BK4614":"Manus概念股","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3762641","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601640188","content_text":"英伟达在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型,CEO黄仁勋称其为\"世界上首款能思考、能推理的自动驾驶汽车AI\",直接挑战特斯拉的FSD系统。1月6日,电动汽车分析师Sawyer Merritt在X平台发帖称,英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称:\"好吧,这正是特斯拉在做的。他们会发现,达到99%很容易,但要解决分布的长尾问题却非常困难。\"当有网友表示担心Alpamayo成为FSD的首个真正竞争对手,并指出英伟达可以在没有任何车队的情况下达到接近99%的水平,证明大规模车队数据已不再重要时,马斯克再次回应:\"我才不会因为这个失眠呢。我真心希望他们能成功。\"英伟达的\"推理式\"自动驾驶英伟达将Alpamayo称为\"物理AI的ChatGPT时刻\"。这一开源AI模型家族旨在解决自动驾驶的\"长尾问题\",即那些导致自动驾驶系统脱离或失败的罕见边缘案例。旗舰产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动(VLA)模型。与传统自动驾驶系统仅检测物体和规划路径不同,Alpamayo采用\"链式推理\"方式。它处理视频输入并生成行驶轨迹,但更关键的是,它还会输出决策背后的逻辑。黄仁勋表示:“这不仅仅是一个驾驶模型,而是一个能解释自己思考过程的模型。”展会上黄仁勋播放了一段演示视频,Alpamayo不仅能驾驶汽车,还能用自然语言解释自己的决策逻辑,例如“前方车辆刹车灯亮起,它可能减速,所以我应该保持距离”。开源策略对抗特斯拉封闭系统英伟达正通过全面的开源策略切入自动驾驶领域,其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取,同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位,构建开放生态,与特斯拉完全封闭的FSD系统形成差异化竞争路径。英伟达同时宣布,该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上,迈出商业化落地的重要一步。马斯克的\"长尾问题\"论马斯克的回应直指自动驾驶行业的核心瓶颈:模型性能的“长尾困境”。他指出,实现99%场景的高准确率相对可行,但攻克剩余1%的罕见却至关重要的“边缘案例”,才是真正决定技术能否安全落地的关键。即便英伟达发布了推理能力更强的开源模型,在应对现实道路的极端复杂性和不确定性时,仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。目前,特斯拉FSD系统已在全球数百万辆车上持续运行,积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验,这正是其在迭代效率和场景覆盖深度上的结构性优势。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVDD":0.6,"TSYW.SI":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1.95,"NVD2.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDS":0.6,"NVD3.UK":0.6,"TSLA":1.93,"NVDL":0.6,"NVDX":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508473488351552,"gmtCreate":1765121410261,"gmtModify":1765121412603,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600009\">$上海机场(600009)$</a> 即将与中免展开新一轮租赁谈判 ","listText":"<a href=\"https://laohu8.com/S/600009\">$上海机场(600009)$</a> 即将与中免展开新一轮租赁谈判 ","text":"$上海机场(600009)$ 即将与中免展开新一轮租赁谈判","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508473488351552","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496512136340256,"gmtCreate":1762241560262,"gmtModify":1762241562534,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3550884934656926","authorIdStr":"3550884934656926"},"themes":[],"title":"","htmlText":"标题党[喷血] ","listText":"标题党[喷血] ","text":"标题党[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/496512136340256","repostId":"1145818375","repostType":2,"repost":{"id":"1145818375","kind":"news","pubTimestamp":1762240875,"share":"https://www.laohu8.com/m/news/1145818375?lang=zh_CN&edition=full","pubTime":"2025-11-04 15:21","market":"us","language":"zh","title":"特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818375","media":"智通财经网","summary":"成为首个对该方案做出决定的主要投资者。","content":"<html><head></head><body><p>作为 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。</p><p style=\"text-align: justify;\">由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”</p><p style=\"text-align: justify;\">据悉,挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准,但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时,又重新为马斯克设计了新的奖励方案。</p><p style=\"text-align: justify;\">此外,该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI,并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。</p><p style=\"text-align: justify;\">该基金在解释反对两位董事连任的投票理由时写道:“当董事会未能以股东的最佳利益为导向行事时,股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因,也未解释支持杰比亚连任的理由。</p><p style=\"text-align: justify;\"><strong>特斯拉股东大会召开在即</strong></p><p style=\"text-align: justify;\">特斯拉将于美东时间11月6日召开年度股东大会,届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示,如果马斯克实现一系列业绩目标,他将获得最高达1万亿美元的股票奖励。这些目标包括:特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi),以及将调整后盈利从2024年的166亿美元提高至4000亿美元。</p><p style=\"text-align: justify;\">若获通过,这将成为企业史上规模最大的薪酬方案。此外,如果该薪酬方案获通过,马斯克在特斯拉的持股比例将从13%提升至近29%,这将赋予他更大的控制权。</p><p style=\"text-align: justify;\">不过,这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票,理由是该方案规模过于庞大且缺乏有效约束机制。</p><p style=\"text-align: justify;\">与此同时,特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称,如果马斯克的1万亿美元薪酬方案未获批准,这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案,并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示,这一基于业绩的薪酬方案旨在留住并激励马斯克,让他在未来至少再领导特斯拉七年半。</p><p style=\"text-align: justify;\">丹霍姆指出,随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者,马斯克的角色尤为关键。她补充称,马斯克的领导对特斯拉的成功“至关重要”,并警告如果没有一个能有效激励马斯克的计划,公司可能会失去他的“时间、才华与远见”。</p><p style=\"text-align: justify;\">丹霍姆还表示:“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力,以防止AI相关的坏事发生。因此,这次薪酬方案的核心并非金钱,而是投票权的影响力。”</p><p style=\"text-align: justify;\">值得一提的是,特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评,并被指未能充分维护股东利益,而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候,特拉华州法院撤销了马斯克2018年的薪酬协议,裁定该协议授予不当,且谈判过程由缺乏独立性的董事主导。</p></body></html>","source":"highlight_zhitongcaijin","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>特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股东大会前夕,马斯克天价薪酬方案遭挪威主权财富基金公开反对\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 15:21 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1365160.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1365160.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1365160.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1145818375","content_text":"作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿,特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示:“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值,但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”据悉,挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准,但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时,又重新为马斯克设计了新的奖励方案。此外,该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI,并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。该基金在解释反对两位董事连任的投票理由时写道:“当董事会未能以股东的最佳利益为导向行事时,股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因,也未解释支持杰比亚连任的理由。特斯拉股东大会召开在即特斯拉将于美东时间11月6日召开年度股东大会,届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示,如果马斯克实现一系列业绩目标,他将获得最高达1万亿美元的股票奖励。这些目标包括:特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi),以及将调整后盈利从2024年的166亿美元提高至4000亿美元。若获通过,这将成为企业史上规模最大的薪酬方案。此外,如果该薪酬方案获通过,马斯克在特斯拉的持股比例将从13%提升至近29%,这将赋予他更大的控制权。不过,这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票,理由是该方案规模过于庞大且缺乏有效约束机制。与此同时,特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称,如果马斯克的1万亿美元薪酬方案未获批准,这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案,并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示,这一基于业绩的薪酬方案旨在留住并激励马斯克,让他在未来至少再领导特斯拉七年半。丹霍姆指出,随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者,马斯克的角色尤为关键。她补充称,马斯克的领导对特斯拉的成功“至关重要”,并警告如果没有一个能有效激励马斯克的计划,公司可能会失去他的“时间、才华与远见”。丹霍姆还表示:“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力,以防止AI相关的坏事发生。因此,这次薪酬方案的核心并非金钱,而是投票权的影响力。”值得一提的是,特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评,并被指未能充分维护股东利益,而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候,特拉华州法院撤销了马斯克2018年的薪酬协议,裁定该协议授予不当,且谈判过程由缺乏独立性的董事主导。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197501899611212","authorId":"4197501899611212","name":"Y.is","avatar":"https://static.tigerbbs.com/7870baab54008189f9f1ce3dfc25d09f","crmLevel":2,"crmLevelSwitch":0,"idStr":"4197501899611212","authorIdStr":"4197501899611212"},"content":"确实好恶心,这种垃圾小编","text":"确实好恶心,这种垃圾小编","html":"确实好恶心,这种垃圾小编"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}