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小哈比不是我
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小哈比不是我
小哈比不是我
·
09-29 22:09
$苹果(AAPL)$
下来吧，别装了。大陆区iPhone18销量不会好的。
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小哈比不是我
小哈比不是我
·
09-17
全是马后炮评论。
今天加息了，黄金反而冲上4355，这事儿不对劲
反而冲上了4355美元。我今天就聊聊这事儿。加息落地，黄金反着跑先说最反直觉的。9月17号凌晨，美联储宣布加息。山东黄金跌了5.8%。黄金股在跌，黄金ETF在吸金。数据显示，截至9月15日，13只黄金主题ETF近一个月资金净流入逾52亿元。黄金ETF华安，近20日净流入54.59亿元。香港插了一脚，这事儿值得琢磨9月16号，香港公布了第一个五年规划。首次加息落地后，往往“利空出尽”反弹。黄金冲上4300，不是偶然。
今天加息了，黄金反而冲上4355，这事儿不对劲
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小哈比不是我
小哈比不是我
·
02-11
$白银/美元(XAGUSD.FOREX)$
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小哈比不是我
小哈比不是我
·
2025-11-11
$苹果(AAPL)$
庄股苹果又在护盘。🤣
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小哈比不是我
小哈比不是我
·
2025-10-01
$苹果(AAPL)$
苹果就一演员，每次其他六个巨头跌的时候，它就一个人涨，为纳斯达克护盘🤣。
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小哈比不是我
小哈比不是我
·
2025-09-30
$英伟达(NVDA)$
每次大盘一跌，英伟达和苹果就出来护盘。以后村里国家队也可以学习用腾讯 和阿里护中概。
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小哈比不是我
小哈比不是我
·
2025-03-06
纯属瞎扯，因为在等新Y上市。
特斯拉全球销量“滑铁卢”：欧洲溃败、中国腰斩，马斯克惹的祸?
不好卖了
特斯拉全球销量“滑铁卢”：欧洲溃败、中国腰斩，马斯克惹的祸?
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小哈比不是我
小哈比不是我
·
2024-03-20
$超微电脑(SMCI)$
既然大家这么喜欢他们公司股票，他们公司CEO决定高位再多卖你们一些。🤣
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小哈比不是我
小哈比不是我
·
2023-10-27
到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。 🤣
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小哈比不是我
小哈比不是我
·
2023-10-27
到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。🤣
$纳指100ETF(QQQ)$
$特斯拉(TSLA)$
$苹果(AAPL)$
$纳斯达克(.IXIC)$
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20:29","market":"fut","language":"zh","title":"今天加息了，黄金反而冲上4355，这事儿不对劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2668967031","media":"波士财经","summary":"反而冲上了4355美元。我今天就聊聊这事儿。加息落地，黄金反着跑先说最反直觉的。9月17号凌晨，美联储宣布加息。山东黄金跌了5.8%。黄金股在跌，黄金ETF在吸金。数据显示，截至9月15日，13只黄金主题ETF近一个月资金净流入逾52亿元。黄金ETF华安，近20日净流入54.59亿元。香港插了一脚，这事儿值得琢磨9月16号，香港公布了第一个五年规划。首次加息落地后，往往“利空出尽”反弹。黄金冲上4300，不是偶然。","content":"<html><body><div>\n<p cms-style=\"font-L\">9月17日，美联储刚加完息。</p><p cms-style=\"font-L\">25个基点。利率到了3.75%到4%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color90\">按老剧本，黄金该跌。</font></p><p cms-style=\"font-L\">可它没跌。反而冲上了4355美元。</p><p cms-style=\"font-L\">盘中最高摸到4335。涨了1.7%。</p><p cms-style=\"font-L\">你说怪不怪？</p><p cms-style=\"font-L\">我今天就聊聊这事儿。顺便看看黄金股、黄金ETF等。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">加息落地，黄金反着跑</font></p><p cms-style=\"font-L\">先说最反直觉的。</p><p cms-style=\"font-L\">加息对黄金是坏消息。逻辑很简单：黄金不生息。利率高了，拿着黄金就亏了机会成本。</p><p cms-style=\"font-L\">但市场不买账。</p><p cms-style=\"font-L\">9月17号凌晨，美联储宣布加息。12比0，全票通过。</p><p cms-style=\"font-L\">金价先探了一下底，然后直接拉起来了。</p><p cms-style=\"font-L\">这叫“利空出尽”。</p><p cms-style=\"font-L\">啥意思？就是市场早就知道要加息。空头提前动手，把金价往下砸。等消息真落地了，该跑的都跑了，没人继续砸了。反而有人开始抄底。</p><p cms-style=\"font-L\">有个分析师说得挺直白：“我怀疑市场围绕加息预期建了太多空头头寸。现在加息落地，这些头寸正在平仓。”</p><p cms-style=\"font-L\">空头平仓就是买入。买的人多了，价格就起来了。</p><p cms-style=\"font-L\">还有一个事：美联储这次加息，点阵图显示年内可能还有一次。明年呢？分歧很大。</p><p cms-style=\"font-L\">这说明美联储自己也没想清楚。</p><p cms-style=\"font-L\">黄金最喜欢这种“想不清楚”。你越乱，它越稳。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">黄金股怎么反而崩了？</font></p><p cms-style=\"font-L\">奇怪的事来了。</p><p cms-style=\"font-L\">金价涨了。黄金股却崩了。</p><p cms-style=\"font-L\">9月17号开盘，A股黄金板块一片绿。</p><p cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/603900\">莱绅通灵</a></span><span></span>跌了7.6%。<span><a href=\"https://laohu8.com/S/600547\">山东黄金</a></span><span></span>跌了5.8%。<span><a href=\"https://laohu8.com/S/600988\">赤峰黄金</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000975\">山金国际</a></span><span></span>跌超5%。</p><p cms-style=\"font-L\">港股那边，<a href=\"https://laohu8.com/S/01929\">周大福</a>、<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>、<a href=\"https://laohu8.com/S/00116\">周生生</a>全在跌。</p><p cms-style=\"font-L\">你说这什么道理？</p><p cms-style=\"font-L\">金价涨，金矿公司不该赚钱吗？</p><p cms-style=\"font-L\">短期看，这是资金在跑。黄金股前段时间涨了不少。有些资金借着加息这个节点“获利了结”。</p><p cms-style=\"font-L\">还有一个逻辑：加息对金矿公司是双重打击。金价短期可能承压，同时融资成本变高。矿企要借钱开矿，利率高了，利润就薄了。</p><p cms-style=\"font-L\">但注意，这是短期情绪。中长期看，金价才是金矿公司业绩的根本。</p><p cms-style=\"font-L\">黄金股的逻辑没变。变的是资金的耐心。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">黄金ETF，钱在偷偷进来</font></p><p cms-style=\"font-L\">再看另一头。</p><p cms-style=\"font-L\">黄金股在跌，黄金ETF在吸金。</p><p cms-style=\"font-L\">数据显示，截至9月15日，13只黄金主题ETF近一个月资金净流入逾52亿元。总规模突破2700亿元。</p><p cms-style=\"font-L\">黄金ETF华安，近20日净流入54.59亿元。</p><p cms-style=\"font-L\">全球呢？更猛。</p><p cms-style=\"font-L\">8月全球实物黄金ETF净流入180亿美元。历史第二大单月。总规模到了6150亿美元，历史新高。持仓增加了121吨，也是历史纪录。</p><p cms-style=\"font-L\">欧洲流入79亿，北美77亿，亚洲20亿。</p><p cms-style=\"font-L\">全世界的钱都在往黄金里钻。</p><p cms-style=\"font-L\">这就矛盾了。黄金股在跌，ETF在涨。散户在跑，机构在进？</p><p cms-style=\"font-L\">或者说，短期交易者在跑，长期配置者在进。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">各大机构，嘴上说不要，身体很诚实</font></p><p cms-style=\"font-L\">机构的态度很有意思。</p><p cms-style=\"font-L\">高盛全球金属交易主管安东尼·金，9月初说了一句很关键的话：当前金价走弱只是牛市中的阶段性休整，并非行情终点。</p><p cms-style=\"font-L\">高盛研究团队给出的年内目标价是4900美元。</p><p cms-style=\"font-L\">花旗也维持看涨。0到3个月目标价4800。6到12个月目标价5000。</p><p cms-style=\"font-L\">花旗还补了一句：金价回调，反而是买入机会。</p><p cms-style=\"font-L\">但也有机构在“降预期”。</p><p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/WFC\">富国银行</a>今年把金价预测改了三次。从年初的6200中位数，降到8月的5000。</p><p cms-style=\"font-L\">但你细看。4900到5100的预测，比现在的4300还是高。意味着他们认为还有上涨空间。只是没那么快。</p><p cms-style=\"font-L\">翻译一下：短期有压力。长期没问题。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">香港插了一脚，这事儿值得琢磨</font></p><p cms-style=\"font-L\">9月16号，香港公布了第一个五年规划。</p><p cms-style=\"font-L\">里面有一句话很关键：以黄金为切入点，构建大宗商品交易生态圈。</p><p cms-style=\"font-L\">什么意思？</p><p cms-style=\"font-L\">香港要搞黄金仓储、清算、交易、精炼。要建“一站式储存、交易、清算和服务中心”。要跟上海黄金交易所、上海期货交易所合作。还要搞人民币计价的黄金产品。</p><p cms-style=\"font-L\">说白了，香港想当黄金的“中转站”。</p><p cms-style=\"font-L\">为什么是黄金？</p><p cms-style=\"font-L\">因为黄金正在从“商品”变成“战略资产”。</p><p cms-style=\"font-L\">各国央行在干什么？买金。</p><p cms-style=\"font-L\">高盛测算，2026年全球央行平均每月买入50吨黄金。远高于2022年前每月17吨的水平。</p><p cms-style=\"font-L\">这不是投资。这是战略。</p><p cms-style=\"font-L\">香港看懂了。美元信用在松动。黄金在重新变成“硬通货”。谁掌握黄金的交易和清算，谁就掌握一部分定价权。</p><p cms-style=\"font-L\">香港想在这个窗口期卡位。</p><p cms-style=\"font-L align-Center color0\"><font cms-style=\"font-L strong-Bold align-Center color0\">几个问题，值得想一想</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color90\">第一，加息和黄金的关系，是不是变了？</font></p><p cms-style=\"font-L\">历史上看，加息周期里黄金不一定跌。90年代以来5轮加息，3轮金价是涨的。首次加息落地后，往往“利空出尽”反弹。</p><p cms-style=\"font-L\">黄金怕的不是加息。黄金怕的是“实际利率”。如果通胀比利率跑得快，实际利率还是负的，黄金就不怕。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color90\">第二，黄金股和黄金，到底谁对？</font></p><p cms-style=\"font-L\">短期看，黄金股是金价的“杠杆版”。涨的时候涨更多，跌的时候跌更狠。</p><p cms-style=\"font-L\">但长期看，金矿公司的利润取决于金价和成本。金价在高位，成本相对固定，利润弹性很大。</p><p cms-style=\"font-L\">第三，普通人该看什么？</p><p cms-style=\"font-L\">看央行。央行在买，你就别慌。</p><p cms-style=\"font-L\">看实际利率。名义利率再高，只要通胀不下来，实际利率就是负的。</p><p cms-style=\"font-L\">看香港。香港搞黄金生态圈，不是小动作。背后是人民币国际化、大宗商品定价权。这是个长线故事。</p><p cms-style=\"font-L\">黄金冲上4300，不是偶然。</p><p cms-style=\"font-L\">加息落地只是导火索。真正的火药，是全球央行在囤金，是美元信用在松动，是香港在卡位。</p><p cms-style=\"font-L\">短期会有波动。</p><p cms-style=\"font-L\">但方向没变。</p><p cms-style=\"font-L\">你信不信，反正央行是信了。</p><div><img cms-height=\"255\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20260917/116/w661h255/20260917/8182-7722a7ee867eaf8d23199cf1ba34ab1a.png\"/><span></span></div>\n</div></body></html>","source":"sina","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>今天加息了，黄金反而冲上4355，这事儿不对劲</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{ 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}\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今天加息了，黄金反而冲上4355，这事儿不对劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-17 20:29 北京时间 <a href=https://finance.sina.com.cn/wm/2026-09-17/doc-iniscvfx3660208.shtml><strong>波士财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月17日，美联储刚加完息。25个基点。利率到了3.75%到4%。按老剧本，黄金该跌。可它没跌。反而冲上了4355美元。盘中最高摸到4335。涨了1.7%。你说怪不怪？我今天就聊聊这事儿。顺便看看黄金股、黄金ETF等。加息落地，黄金反着跑先说最反直觉的。加息对黄金是坏消息。逻辑很简单：黄金不生息。利率高了，拿着黄金就亏了机会成本。但市场不买账。9月17号凌晨，美联储宣布加息。12比0，全票通过。...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-09-17/doc-iniscvfx3660208.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","PHYS":"Sprott Physical Gold Trust","USG":"USCF Gold Strategy Plus Income Fund","UYM":"基础材料指数ETF-ProShares两倍做多","FAAR":"First Trust Alternative Absolute Return Strategy ETF","XME":"金属与采矿指数ETF-SPDR","BTGD":"STKD Bitcoin & Gold ETF","SGOL":"Abrdn Gold ETF Trust","GLDM":"SPDR 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Shares","GDX":"黄金矿业ETF-VanEck","02840":"SPDR金","PICK":"iShares MSCI Global Metals & Mining Producers ETF","DULL":"MICROSECTORS GOLD -3X INVERSE LEVERAGED ETN","IAUI":"NEOS Gold High Income ETF","IAUM":"ISHARES GOLD TRUST MICRO"},"source_url":"https://finance.sina.com.cn/wm/2026-09-17/doc-iniscvfx3660208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2668967031","content_text":"9月17日，美联储刚加完息。25个基点。利率到了3.75%到4%。按老剧本，黄金该跌。可它没跌。反而冲上了4355美元。盘中最高摸到4335。涨了1.7%。你说怪不怪？我今天就聊聊这事儿。顺便看看黄金股、黄金ETF等。加息落地，黄金反着跑先说最反直觉的。加息对黄金是坏消息。逻辑很简单：黄金不生息。利率高了，拿着黄金就亏了机会成本。但市场不买账。9月17号凌晨，美联储宣布加息。12比0，全票通过。金价先探了一下底，然后直接拉起来了。这叫“利空出尽”。啥意思？就是市场早就知道要加息。空头提前动手，把金价往下砸。等消息真落地了，该跑的都跑了，没人继续砸了。反而有人开始抄底。有个分析师说得挺直白：“我怀疑市场围绕加息预期建了太多空头头寸。现在加息落地，这些头寸正在平仓。”空头平仓就是买入。买的人多了，价格就起来了。还有一个事：美联储这次加息，点阵图显示年内可能还有一次。明年呢？分歧很大。这说明美联储自己也没想清楚。黄金最喜欢这种“想不清楚”。你越乱，它越稳。黄金股怎么反而崩了？奇怪的事来了。金价涨了。黄金股却崩了。9月17号开盘，A股黄金板块一片绿。莱绅通灵跌了7.6%。山东黄金跌了5.8%。赤峰黄金、山金国际跌超5%。港股那边，周大福、老铺黄金、周生生全在跌。你说这什么道理？金价涨，金矿公司不该赚钱吗？短期看，这是资金在跑。黄金股前段时间涨了不少。有些资金借着加息这个节点“获利了结”。还有一个逻辑：加息对金矿公司是双重打击。金价短期可能承压，同时融资成本变高。矿企要借钱开矿，利率高了，利润就薄了。但注意，这是短期情绪。中长期看，金价才是金矿公司业绩的根本。黄金股的逻辑没变。变的是资金的耐心。黄金ETF，钱在偷偷进来再看另一头。黄金股在跌，黄金ETF在吸金。数据显示，截至9月15日，13只黄金主题ETF近一个月资金净流入逾52亿元。总规模突破2700亿元。黄金ETF华安，近20日净流入54.59亿元。全球呢？更猛。8月全球实物黄金ETF净流入180亿美元。历史第二大单月。总规模到了6150亿美元，历史新高。持仓增加了121吨，也是历史纪录。欧洲流入79亿，北美77亿，亚洲20亿。全世界的钱都在往黄金里钻。这就矛盾了。黄金股在跌，ETF在涨。散户在跑，机构在进？或者说，短期交易者在跑，长期配置者在进。各大机构，嘴上说不要，身体很诚实机构的态度很有意思。高盛全球金属交易主管安东尼·金，9月初说了一句很关键的话：当前金价走弱只是牛市中的阶段性休整，并非行情终点。高盛研究团队给出的年内目标价是4900美元。花旗也维持看涨。0到3个月目标价4800。6到12个月目标价5000。花旗还补了一句：金价回调，反而是买入机会。但也有机构在“降预期”。富国银行今年把金价预测改了三次。从年初的6200中位数，降到8月的5000。但你细看。4900到5100的预测，比现在的4300还是高。意味着他们认为还有上涨空间。只是没那么快。翻译一下：短期有压力。长期没问题。香港插了一脚，这事儿值得琢磨9月16号，香港公布了第一个五年规划。里面有一句话很关键：以黄金为切入点，构建大宗商品交易生态圈。什么意思？香港要搞黄金仓储、清算、交易、精炼。要建“一站式储存、交易、清算和服务中心”。要跟上海黄金交易所、上海期货交易所合作。还要搞人民币计价的黄金产品。说白了，香港想当黄金的“中转站”。为什么是黄金？因为黄金正在从“商品”变成“战略资产”。各国央行在干什么？买金。高盛测算，2026年全球央行平均每月买入50吨黄金。远高于2022年前每月17吨的水平。这不是投资。这是战略。香港看懂了。美元信用在松动。黄金在重新变成“硬通货”。谁掌握黄金的交易和清算，谁就掌握一部分定价权。香港想在这个窗口期卡位。几个问题，值得想一想第一，加息和黄金的关系，是不是变了？历史上看，加息周期里黄金不一定跌。90年代以来5轮加息，3轮金价是涨的。首次加息落地后，往往“利空出尽”反弹。黄金怕的不是加息。黄金怕的是“实际利率”。如果通胀比利率跑得快，实际利率还是负的，黄金就不怕。第二，黄金股和黄金，到底谁对？短期看，黄金股是金价的“杠杆版”。涨的时候涨更多，跌的时候跌更狠。但长期看，金矿公司的利润取决于金价和成本。金价在高位，成本相对固定，利润弹性很大。第三，普通人该看什么？看央行。央行在买，你就别慌。看实际利率。名义利率再高，只要通胀不下来，实际利率就是负的。看香港。香港搞黄金生态圈，不是小动作。背后是人民币国际化、大宗商品定价权。这是个长线故事。黄金冲上4300，不是偶然。加息落地只是导火索。真正的火药，是全球央行在囤金，是美元信用在松动，是香港在卡位。短期会有波动。但方向没变。你信不信，反正央行是信了。","news_type":1,"symbols_score_info":{"159831":1.5,"XME":1.5,"US6M.BOND":1.5,"DBC":1.5,"SHNY":1.5,"GBUG":1.5,"CEF":1.5,"FGDL":1.5,"BAR":1.5,"DULL":1.5,"UYM":1.5,"DZZ":1.5,"IAUI":1.5,"US30Y.BOND":1.5,"GDX":1.5,"GDXU":1.5,"BTGD":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"SGOL":1.5,"02840":1.5,"PHYS":1.5,"GOLY":1.5,"GDXJ":1.5,"PICK":1.5,"IAUM":1.5,"FAAR":1.5,"GLTR":1.5,"JDST":1.5,"USG":1.5,"MGCmain":1.5,"QOmain":1.5,"PALL":1.5,"1OZmain":1.5,"US7Y.BOND":1.5,"US2Y.BOND":1.5,"GOAU":1.5,"OUNZ":1.5,"GDXD":1.5,"BEGS":1.5,"GLDM":1.5,"IAU":1.5,"SGDM":1.5,"DUST":1.5,"AAAU":1.5,"JNUG":1.5,"GCmain":1.5,"US3Y.BOND":1.5,"UGL":1.5,"GDXY":1.5}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531667708822936,"gmtCreate":1770822694430,"gmtModify":1770822696362,"author":{"id":"3558844065492310","authorId":"3558844065492310","name":"小哈比不是我","avatar":"https://static.tigerbbs.com/2a83a6571b8edef6cb8c14d2b8aa1a96","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558844065492310","idStr":"3558844065492310"},"themes":[],"title":"","htmlText":"<a 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和阿里护中概。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484209941484240","isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410530508841304,"gmtCreate":1741236957393,"gmtModify":1741236959638,"author":{"id":"3558844065492310","authorId":"3558844065492310","name":"小哈比不是我","avatar":"https://static.tigerbbs.com/2a83a6571b8edef6cb8c14d2b8aa1a96","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558844065492310","idStr":"3558844065492310"},"themes":[],"title":"","htmlText":"纯属瞎扯，因为在等新Y上市。","listText":"纯属瞎扯，因为在等新Y上市。","text":"纯属瞎扯，因为在等新Y上市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410530508841304","repostId":"2517908269","repostType":2,"repost":{"id":"2517908269","kind":"highlight","pubTimestamp":1741227261,"share":"https://www.laohunote.com/m/news/2517908269?lang=zh_CN&edition=full","pubTime":"2025-03-06 10:14","market":"hk","language":"zh","title":"特斯拉全球销量“滑铁卢”：欧洲溃败、中国腰斩，马斯克惹的祸?","url":"https://stock-news.laohu8.com/highlight/detail?id=2517908269","media":"格隆汇","summary":"不好卖了","content":"<html><body><p><span>马斯克围着特朗普打转，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>快绷不住了。</span></p><p>2月，特斯拉全球多个国家的销量遭遇滑铁卢。其中，欧洲销量大暴跌，中国销量近乎腰斩。</p><p>自从<span>马斯克插足政治，特斯拉经历了短暂的暴涨</span><span>后</span><span>，便持续遭受重创。</span></p><p><span>年内，</span><span>特斯拉股价已从最高超过424美元/股累计下跌超35%，市值蒸发4890亿美元（约合人民币35519亿元）左右。</span></p><p><img src=\"https://img3.gelonghui.com/f81c5-f88810b1-c81b-45ea-ad53-35ad1452b2be.jpg?guru_height=531&guru_width=775\"/></p><h3><font color=\"#3daad6\"><b><br/></b></font></h3><h3><font color=\"#3daad6\"><b>特斯拉不好卖了</b></font></h3><div><font color=\"#3daad6\"><b><br/></b></font></div><p>马斯克一直信誓旦旦地宣称：今年特斯拉的销量将会增长，但想实现这个目标却不容乐观。</p><p><b>上个月，特斯拉在多个国家的销量同比下滑。</b></p><p><span>其中，</span><span>在</span><b>德国</b><span>的销量同比下降了 76%，售出了1429辆汽车。</span><span>要知道，2月德国电动汽车整体销量增长了约 31%。</span></p><p>2月<b>法国</b>的销量同比下降了 26%。其中，1月法国的销量暴跌63%，创下2022年8月以来最差表现。<span></span></p><p>今年迄今，<span>特斯拉在德国的销量下降了71%，在法国下降了44%，而这两个国家是欧洲最大的电动汽车市场。</span></p><p>此外，特斯拉<span>2月</span><span>在</span><b>意大利</b><span>的销量</span><span>同比</span><span>下降了 55%，</span><b>葡萄牙</b><span>同比</span><span>下降了 53%，</span><b>挪威和丹麦</b><span>同比下降48%，</span><b>瑞典</b><span>同比下降了42%，</span><b>荷兰</b><span>同比</span><span>下降了 24%，</span><b>西班牙</b><span>同比</span><span>下降了 10</span><span>%。</span></p><p>2月份，<span>特斯拉</span><span>在</span><b>美国</b><span>的销量也同比减少5%，连续4个月下降。</span></p><p><span>欧美市场外，</span><span>2月</span><span>澳大利亚当月特斯拉注册量下降了 66%。</span></p><p><b>因为厌恶马斯克插足政治，抵制特斯拉的运动不断蔓延，这也成为了销量低迷的主要原因。</b></p><p><span>此前，</span><span>由于公开支持极右翼政党德国新选择党(AfD)，以及他对德国的一些言论，马斯克在德国变得极具争议性。</span></p><p>德国总理曾谴责马斯克的干涉，称其“非常令人厌恶”，并对欧盟的民主发展有害。</p><p><b>美国更是这一轮的风暴眼</b><span>，马斯克领导美国政府效率部(DOGE)，手起刀落的裁员引发了诸多不满。</span></p><p>在美国，批评马斯克强硬政策的消费者抵制特斯拉的运动正在扩大。</p><h3><font color=\"#3daad6\"><b><br/></b></font></h3><h3><font color=\"#3daad6\"><b>中国销量近乎腰斩</b></font></h3><div><font color=\"#3daad6\"><b><br/></b></font></div><p><span>过去两年，</span><span>中美欧这三大新能源汽车市场，占据了特斯拉将近90%的全球销量。</span></p><p><b>继欧美吃瘪，特斯拉中国的销量也惨烈。</b></p><p><span>由于激烈的市场竞争，</span><span>2月特斯拉在中国的销量30688辆，</span><b>同比下降49%，环比下降51.5%，双双“腰斩”。</b></p><p><span>及此，也创出2022年8月起的两年半以来的最低水平。</span></p><p>对比来看，特斯拉的表现均落后于中国主要竞争对手，<span>如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、理想等2月销量都呈现同比增长态势。</span></p><p><span>乘联会数据显示</span><span>，</span><b>比亚迪2月全面碾压，</b><span>2月乘用车销量增长161.4%，达到318,233辆</span><span>。</span></p><p><span>蔚来汽车2月份交付了13192辆，同比增长62.2%，而<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>2月份交付了30453辆，同比增长570%。</span></p><p>而除了蔚小理外，小米汽车等国内新兴品牌的崛起，也给特斯拉带来了不小的压力。<span></span></p><p>2月，“新起之秀<b>”</b><span>小米也以</span><span>2万辆的预估销量排名第11位。</span></p><p><img src=\"https://img3.gelonghui.com/cb958-0fccb6fd-830e-43e0-9e23-ad0009bdc64d.jpg?guru_height=768&guru_width=1054\"/></p><p><b>面对激烈竞争，特斯拉正寻找新的策略来重振销售。</b></p><p><span>眼下，</span><span>特斯拉正通过提供</span><b>充电优惠和低息贷款</b><span>等方式吸引消费者。</span><span>近期，特斯拉发布了一项针对中国市场的限时优惠活动。</span></p><p>据悉，凡是在3月17日之前预订Model 3全系车型，并在规定时间内完成提车的消费者，将能够获得8000元的保险补贴。<span></span></p><p>此外，<span>消费者只需支付1299元起，就能享受到额外的充电福利。</span></p><p>值得关注的是，<b>2月底特斯拉FSD入华落地，</b><span>但</span><span>上线的仅是“阉割版”，而非完全自动驾驶。</span></p><p>所以完全形态的 FSD 真正进入中国市场，还存在很多不确定性。</p></body></html>","source":"gelonghui_highlight","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>特斯拉全球销量“滑铁卢”：欧洲溃败、中国腰斩，马斯克惹的祸?</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特斯拉全球销量“滑铁卢”：欧洲溃败、中国腰斩，马斯克惹的祸?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 10:14 北京时间 <a href=https://www.gelonghui.com/p/1856142><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克围着特朗普打转，特斯拉快绷不住了。2月，特斯拉全球多个国家的销量遭遇滑铁卢。其中，欧洲销量大暴跌，中国销量近乎腰斩。自从马斯克插足政治，特斯拉经历了短暂的暴涨后，便持续遭受重创。年内，特斯拉股价已从最高超过424美元/股累计下跌超35%，市值蒸发4890亿美元（约合人民币35519亿元）左右。特斯拉不好卖了马斯克一直信誓旦旦地宣称：今年特斯拉的销量将会增长，但想实现这个目标却不容乐观。上个月...</p>\n\n<a href=\"https://www.gelonghui.com/p/1856142\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/9dbd6-4b987e4f-6e3c-44be-a25a-ff677eb6bde5.jpg?guru_height=853&guru_width=1280","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH 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INC"},"source_url":"https://www.gelonghui.com/p/1856142","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2517908269","content_text":"马斯克围着特朗普打转，特斯拉快绷不住了。2月，特斯拉全球多个国家的销量遭遇滑铁卢。其中，欧洲销量大暴跌，中国销量近乎腰斩。自从马斯克插足政治，特斯拉经历了短暂的暴涨后，便持续遭受重创。年内，特斯拉股价已从最高超过424美元/股累计下跌超35%，市值蒸发4890亿美元（约合人民币35519亿元）左右。特斯拉不好卖了马斯克一直信誓旦旦地宣称：今年特斯拉的销量将会增长，但想实现这个目标却不容乐观。上个月，特斯拉在多个国家的销量同比下滑。其中，在德国的销量同比下降了 76%，售出了1429辆汽车。要知道，2月德国电动汽车整体销量增长了约 31%。2月法国的销量同比下降了 26%。其中，1月法国的销量暴跌63%，创下2022年8月以来最差表现。今年迄今，特斯拉在德国的销量下降了71%，在法国下降了44%，而这两个国家是欧洲最大的电动汽车市场。此外，特斯拉2月在意大利的销量同比下降了 55%，葡萄牙同比下降了 53%，挪威和丹麦同比下降48%，瑞典同比下降了42%，荷兰同比下降了 24%，西班牙同比下降了 10%。2月份，特斯拉在美国的销量也同比减少5%，连续4个月下降。欧美市场外，2月澳大利亚当月特斯拉注册量下降了 66%。因为厌恶马斯克插足政治，抵制特斯拉的运动不断蔓延，这也成为了销量低迷的主要原因。此前，由于公开支持极右翼政党德国新选择党(AfD)，以及他对德国的一些言论，马斯克在德国变得极具争议性。德国总理曾谴责马斯克的干涉，称其“非常令人厌恶”，并对欧盟的民主发展有害。美国更是这一轮的风暴眼，马斯克领导美国政府效率部(DOGE)，手起刀落的裁员引发了诸多不满。在美国，批评马斯克强硬政策的消费者抵制特斯拉的运动正在扩大。中国销量近乎腰斩过去两年，中美欧这三大新能源汽车市场，占据了特斯拉将近90%的全球销量。继欧美吃瘪，特斯拉中国的销量也惨烈。由于激烈的市场竞争，2月特斯拉在中国的销量30688辆，同比下降49%，环比下降51.5%，双双“腰斩”。及此，也创出2022年8月起的两年半以来的最低水平。对比来看，特斯拉的表现均落后于中国主要竞争对手，如比亚迪、理想等2月销量都呈现同比增长态势。乘联会数据显示，比亚迪2月全面碾压，2月乘用车销量增长161.4%，达到318,233辆。蔚来汽车2月份交付了13192辆，同比增长62.2%，而小鹏汽车2月份交付了30453辆，同比增长570%。而除了蔚小理外，小米汽车等国内新兴品牌的崛起，也给特斯拉带来了不小的压力。2月，“新起之秀”小米也以2万辆的预估销量排名第11位。面对激烈竞争，特斯拉正寻找新的策略来重振销售。眼下，特斯拉正通过提供充电优惠和低息贷款等方式吸引消费者。近期，特斯拉发布了一项针对中国市场的限时优惠活动。据悉，凡是在3月17日之前预订Model 3全系车型，并在规定时间内完成提车的消费者，将能够获得8000元的保险补贴。此外，消费者只需支付1299元起，就能享受到额外的充电福利。值得关注的是，2月底特斯拉FSD入华落地，但上线的仅是“阉割版”，而非完全自动驾驶。所以完全形态的 FSD 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既然大家这么喜欢他们公司股票，他们公司CEO决定高位再多卖你们一些。🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286186043633976","isVote":1,"tweetType":1,"viewCount":4993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234791954403336,"gmtCreate":1698350099266,"gmtModify":1698350100816,"author":{"id":"3558844065492310","authorId":"3558844065492310","name":"小哈比不是我","avatar":"https://static.tigerbbs.com/2a83a6571b8edef6cb8c14d2b8aa1a96","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558844065492310","idStr":"3558844065492310"},"themes":[],"title":"","htmlText":"到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。 🤣","listText":"到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。 🤣","text":"到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。 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flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。🤣<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>","listText":"到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。🤣<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>","text":"到底是头肩顶，还是下飘旗（bull flag）？ 今晚纳指12600，是未来6个月的买入机会。明年三季度，如果美股暴跌，那就是人工智能时代的百年大底。🤣$纳指100ETF(QQQ)$ $特斯拉(TSLA)$ $苹果(AAPL)$ 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