社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
畜牧教主马斯克
信徒基本守则：特斯拉不是车企，是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够，跌了只能加仓，马大炮是神！马大炮拯救世界！2025特斯拉改名特能吹！要相信自己的认知永远是最高的！
IP属地：海南
+关注
帖子 · 1,704
帖子 · 1,704
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
畜牧教主马斯克
畜牧教主马斯克
·
07:28
$SpaceX(SPCX)$
下周该破发了[开心] 马圣还不发帖让人别卖吗
看
165
回复
1
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-10 18:09
谁信的都和这个图一样
马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星
【马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星】在一档最新节目中，马斯克表示，他希望在未来十年内将数万人送往月球基地，今年年底目标将第一批物资送往月球和火星，以开始建立殖民地。马斯克预计，未
马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星
看
50
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-10 18:05
又开始上火星了
SpaceX公布太空移民新规划：拟于2026年底前启动发射，特斯拉机器人将成首批“居民”
SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射，将首批建设物资运往月球和火星。据悉，特斯拉研发的“擎天柱”人形机器人将作为首批“居民”先行进驻，负责太空基础设施的早期搭建工作。 根据最新规划，SpaceX已调整战略重心。 作为该计划的阶段性进展，SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭，成功将29颗“星链”卫星送入低地球轨道。
SpaceX公布太空移民新规划：拟于2026年底前启动发射，特斯拉机器人将成首批“居民”
看
54
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-10 00:20
不需要造车，只需要新的ppt
Model Y会是特斯拉最后一款车吗？
与Model Y车型相比，Model Y L最大变化是座椅布局由二排五座改为三排六座。作为2019年上市的“老车”，Model Y依然是特斯拉的销量担当。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单，如今的特斯拉热度下滑不少。与Model Y同期发布的Cybertruck皮卡，迎合了美国消费者的独特喜好，一度被视为特斯拉下一个爆款，据称每年可售出数百万辆。两款新车走的路与Model Y完全不同。
Model Y会是特斯拉最后一款车吗？
看
89
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-08 23:52
$SpaceX(SPCX)$
贵是原罪[微笑] 马圣该发x控盘了
看
109
回复
评论
点赞
1
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-08 23:31
$甲骨文(ORCL)$
抛压依旧强烈感觉要冲120了
看
208
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-08 18:35
马圣的左右护法，还有个是丹
凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票
木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是，ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上，ARK周一也已卖出约860万美元的AMD股票。
凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票
看
280
回复
评论
点赞
1
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-07
$甲骨文(ORCL)$
严重跑输大盘
看
229
回复
评论
点赞
1
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-07
一切都是为了股价，老套路
马斯克不造 iPhone，但他想让手机替你赚钱
图｜Jonathan Raa这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。图｜纽约时报到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……
马斯克不造 iPhone，但他想让手机替你赚钱
看
132
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
畜牧教主马斯克
畜牧教主马斯克
·
07-07
$SpaceX(SPCX)$
纳指的内鬼，谁纳入谁倒霉节奏
看
2,573
回复
3
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3560418186602071","uuid":"3560418186602071","gmtCreate":1597324765377,"gmtModify":1761123135172,"name":"畜牧教主马斯克","pinyin":"cmjzmskchumujiaozhumasike","introduction":"","introductionEn":"","signature":"信徒基本守则：特斯拉不是车企，是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够，跌了只能加仓，马大炮是神！马大炮拯救世界！2025特斯拉改名特能吹！要相信自己的认知永远是最高的！","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hatId":"award-c8da655dbb57d68ec776f214a7908b6d","hatName":"2025新年头像框","vip":1,"status":2,"fanSize":323,"headSize":86,"tweetSize":1704,"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":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"海南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":584477389431560,"gmtCreate":1783726106881,"gmtModify":1783726109102,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 下周该破发了[开心] 马圣还不发帖让人别卖吗","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 下周该破发了[开心] 马圣还不发帖让人别卖吗","text":"$SpaceX(SPCX)$ 下周该破发了[开心] 马圣还不发帖让人别卖吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584477389431560","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493271406476446","authorId":"3493271406476446","name":"Cary111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3493271406476446","idStr":"3493271406476446"},"content":"2万亿市值还没解禁呢，好戏还在后边呢，这么大的盘子韭菜有没有那么多呢，","text":"2万亿市值还没解禁呢，好戏还在后边呢，这么大的盘子韭菜有没有那么多呢，","html":"2万亿市值还没解禁呢，好戏还在后边呢，这么大的盘子韭菜有没有那么多呢，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584280885359808,"gmtCreate":1783678197358,"gmtModify":1783678199418,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"谁信的都和这个图一样","listText":"谁信的都和这个图一样","text":"谁信的都和这个图一样","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584280885359808","repostId":"2650902156","repostType":2,"repost":{"id":"2650902156","kind":"live","pubTimestamp":1783664772,"share":"https://www.laohu8.com/m/news/2650902156?lang=zh_CN&edition=full","pubTime":"2026-07-10 14:26","market":"us","language":"zh","title":"马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星","url":"https://stock-news.laohu8.com/highlight/detail?id=2650902156","media":"智通财经","summary":"【马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星】在一档最新节目中，马斯克表示，他希望在未来十年内将数万人送往月球基地，今年年底目标将第一批物资送往月球和火星，以开始建立殖民地。马斯克预计，未","content":"<html><body><div>\n<div>\n<b>【马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星】</b>在一档最新节目中，马斯克表示，他希望在未来十年内将数万人送往月球基地，今年年底目标将第一批物资送往月球和火星，以开始建立殖民地。马斯克预计，未来两到三年，SpaceX将先送宇航员上月球，然后以此为基础迅速扩张，在未来五年内将人类送到月球和火星，并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足，人们既可以永久定居，也可以度假。不过，他也强调，送人上火星的难度要高得多，因为旅途耗时更漫长，不过SpaceX计划五年内实现送人登上火星，并有望在未来10到12年内将数千人送往那里。此外，他还对扩展太空数据中心一事作出更明确的承诺，称SpaceX将于明年发射首批人工智能卫星，随后在未来两年内进行大规模部署。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星</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马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 14:26 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星】在一档最新节目中，马斯克表示，他希望在未来十年内将数万人送往月球基地，今年年底目标将第一批物资送往月球和火星，以开始建立殖民地。马斯克预计，未来两到三年，SpaceX将先送宇航员上月球，然后以此为基础迅速扩张，在未来五年内将人类送到月球和火星，并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足，人们既可以永久定居，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LIT":"Global X Lithium & Battery Tech ETF","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","BK4581":"高盛持仓","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","TESL":"Simplify Volt TSLA Revolution ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","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 \"AMG\" (USD) INC","09766":"南方两倍做多特斯拉-U","TSII":"REX TSLA Growth & Income ETF","BK4516":"特朗普概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSL":"1.25倍做多TSLA ETF-GraniteShares","BK4592":"伊斯兰概念","07766":"南方两倍做多特斯拉","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","BK4548":"巴美列捷福持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","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","TSLP":"TSLA收益溢价策略ETF-Kurv","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","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","BK4099":"汽车制造商","TSLS":"1倍做空TSLA ETF-Direxion","BK4585":"ETF&股票定投概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4555":"新能源车","TSLT":"2倍做多TSLA ETF-T-Rex","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IDRV":"iShares Self-Driving EV and Tech ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLW":"TSLA周配息ETF-Roundhill","TSLY":"TSLA期权收益策略ETF-YieldMax","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","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","TSLZ":"2倍做空TSLA ETF-T-Rex","09366":"XI二南特斯-U","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","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","TLA":"GraniteShares Autocallable TSLA ETF","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","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","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","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","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLA":"特斯拉","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","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","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) 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","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4604":"机器人概念","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","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","07366":"XI二南特斯","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMOG":"VanEck Low Carbon Energy ETF","TSDD":"2倍做空TSLA ETF-GraniteShares","BK4612":"AI芯片","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSYY":"收益增强TSLA ETF-GraniteShares","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2650902156","content_text":"【马斯克绘太空蓝图：十年内建成月球城市 五年内载人登火星】在一档最新节目中，马斯克表示，他希望在未来十年内将数万人送往月球基地，今年年底目标将第一批物资送往月球和火星，以开始建立殖民地。马斯克预计，未来两到三年，SpaceX将先送宇航员上月球，然后以此为基础迅速扩张，在未来五年内将人类送到月球和火星，并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足，人们既可以永久定居，也可以度假。不过，他也强调，送人上火星的难度要高得多，因为旅途耗时更漫长，不过SpaceX计划五年内实现送人登上火星，并有望在未来10到12年内将数千人送往那里。此外，他还对扩展太空数据中心一事作出更明确的承诺，称SpaceX将于明年发射首批人工智能卫星，随后在未来两年内进行大规模部署。","news_type":1,"symbols_score_info":{"WANT":0.6,"CRSH":0.6,"TSL":0.6,"TSLI":0.6,"TSII":0.6,"TSLS":0.6,"TSLG":0.6,"TSLO":0.6,"TSLW":0.6,"TESL":0.6,"TSLP":0.6,"TSLY":0.6,"IDRV":0.6,"TSLZ":0.6,"TSLR":0.6,"FDRV":0.6,"LIT":0.6,"09366":0.6,"TSLA":1.78,"07766":0.6,"TSLQ":0.6,"07366":0.6,"09766":0.6,"SMOG":0.6,"TSDD":0.6,"TSYY":0.6,"TLA":0.6,"TEST":0.6,"TSLL":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584279524016232,"gmtCreate":1783677900491,"gmtModify":1783677902969,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"又开始上火星了","listText":"又开始上火星了","text":"又开始上火星了","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584279524016232","repostId":"2650009089","repostType":2,"repost":{"id":"2650009089","kind":"news","pubTimestamp":1783668300,"share":"https://www.laohu8.com/m/news/2650009089?lang=zh_CN&edition=full","pubTime":"2026-07-10 15:25","market":"hk","language":"zh","title":"SpaceX公布太空移民新规划：拟于2026年底前启动发射，特斯拉机器人将成首批“居民”","url":"https://stock-news.laohu8.com/highlight/detail?id=2650009089","media":"环球市场播报","summary":"SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射，将首批建设物资运往月球和火星。据悉，特斯拉研发的“擎天柱”人形机器人将作为首批“居民”先行进驻，负责太空基础设施的早期搭建工作。 根据最新规划，SpaceX已调整战略重心。 作为该计划的阶段性进展，SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭，成功将29颗“星链”卫星送入低地球轨道。","content":"<html><body><div>\n<p> SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射，将首批建设物资运往月球和火星。据悉，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>研发的“擎天柱”（Optimus）人形机器人将作为首批“居民”先行进驻，负责太空基础设施的早期搭建工作。</p>\n<p> 根据最新规划，SpaceX已调整战略重心。马斯克此前表示，鉴于在月球建立基地的速度相对更快，公司目前正集中力量推进“月球城”建设，并计划在未来10年内正式<a href=\"https://laohu8.com/S/01630\">建成</a>。与此同时，他预计将在7年内向火星运送首批物资，并力争在2045年至2055年间，在火星上建成首个可自给自足的城市。</p>\n<p> 为支撑庞大的太空常态化运输与通信需求，SpaceX本周已向美国联邦通信委员会（FCC）递交申请，计划发射由10万颗卫星组成的全新卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>。SpaceX创始团队成员吉姆·坎特雷尔（Jim Cantrell）对此表示，该卫星网络旨在全面提升地球与太空之间的通信效率，并为数以亿计的集中式人工智能（AI）设备提供核心算力。坎特雷尔强调，在人类正式抵达前，将由具备高效AI系统的机器人先行完成基地的建设与整备。</p>\n<p> 作为该计划的阶段性进展，SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭，成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示，为了运载建设太空定居点所需的重型机械，公司未来计划研发一款体量超越现役“星舰”（Starship）的超大型运输火箭。</p>\n<p> 然而，多位<a href=\"https://laohu8.com/S/000901\">航天</a>领域专家指出，该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局（NASA）马歇尔航天飞行中心前首席技术官莱斯·约翰逊（Les Johnson）分析认为，实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试，但关键的“轨道空间燃料加注”技术尚未得到成功验证。</p>\n<p> 行业专家普遍认为，由于月球距离地球较近，往返仅需约3天，因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验，后续将直接应用到长达6个月航程的火星探测任务中。</p>\n<p> 针对为何选择机器人作为先遣队，坎特雷尔指出，相较于生命保障系统极其复杂的生命体，人形机器人仅需太阳能电力和定期维护，在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素，目前相关科研团队仍在进行可行性论证。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：龙运翔 </p>\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>SpaceX公布太空移民新规划：拟于2026年底前启动发射，特斯拉机器人将成首批“居民”</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\">\nSpaceX公布太空移民新规划：拟于2026年底前启动发射，特斯拉机器人将成首批“居民”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 15:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射，将首批建设物资运往月球和火星。据悉，特斯拉研发的“擎天柱”（Optimus）人形机器人将作为首批“居民”先行进驻，负责太空基础设施的早期搭建工作。\n 根据最新规划，SpaceX已调整战略重心。马斯克此前表示，鉴于在月球建立基地的速度相对更快，公司目前正集中力量推进“月球城”建设，并计划在未来...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.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":{"SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF","TSLI":"2倍做多TSLA ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","ROBO":"全球机器人自动化ETF-ROBO","TSLL":"2倍做多TSLA ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","SPCG":"2倍做空SpaceX ETF-Tradr","GOOG":"谷歌","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LIT":"Global X Lithium & Battery Tech ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","LOFF":"2倍做多SpaceX ETF-Direxion","TSYY":"收益增强TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","AMZN":"亚马逊","AAPL":"苹果","TSLR":"2倍做多TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","TSLT":"2倍做多TSLA ETF-T-Rex","MSFT":"微软","META":"Meta Platforms, Inc.","IDRV":"iShares Self-Driving EV and Tech ETF","TSLW":"TSLA周配息ETF-Roundhill","MAGY":"Roundhill Magnificent Seven Covered Call ETF","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","KOMP":"SPDR S&P Kensho New Economies Composite ETF","TSLA":"特斯拉","SMOG":"VanEck Low Carbon Energy ETF","TSDD":"2倍做空TSLA ETF-GraniteShares","NVDA":"英伟达","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","07766":"南方两倍做多特斯拉","UFO":"Procure Space ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2650009089","content_text":"SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射，将首批建设物资运往月球和火星。据悉，特斯拉研发的“擎天柱”（Optimus）人形机器人将作为首批“居民”先行进驻，负责太空基础设施的早期搭建工作。\n 根据最新规划，SpaceX已调整战略重心。马斯克此前表示，鉴于在月球建立基地的速度相对更快，公司目前正集中力量推进“月球城”建设，并计划在未来10年内正式建成。与此同时，他预计将在7年内向火星运送首批物资，并力争在2045年至2055年间，在火星上建成首个可自给自足的城市。\n 为支撑庞大的太空常态化运输与通信需求，SpaceX本周已向美国联邦通信委员会（FCC）递交申请，计划发射由10万颗卫星组成的全新卫星星座。SpaceX创始团队成员吉姆·坎特雷尔（Jim Cantrell）对此表示，该卫星网络旨在全面提升地球与太空之间的通信效率，并为数以亿计的集中式人工智能（AI）设备提供核心算力。坎特雷尔强调，在人类正式抵达前，将由具备高效AI系统的机器人先行完成基地的建设与整备。\n 作为该计划的阶段性进展，SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭，成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示，为了运载建设太空定居点所需的重型机械，公司未来计划研发一款体量超越现役“星舰”（Starship）的超大型运输火箭。\n 然而，多位航天领域专家指出，该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空航天局（NASA）马歇尔航天飞行中心前首席技术官莱斯·约翰逊（Les Johnson）分析认为，实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试，但关键的“轨道空间燃料加注”技术尚未得到成功验证。\n 行业专家普遍认为，由于月球距离地球较近，往返仅需约3天，因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验，后续将直接应用到长达6个月航程的火星探测任务中。\n 针对为何选择机器人作为先遣队，坎特雷尔指出，相较于生命保障系统极其复杂的生命体，人形机器人仅需太阳能电力和定期维护，在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素，目前相关科研团队仍在进行可行性论证。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：龙运翔","news_type":1,"symbols_score_info":{"UFO":0.6,"SNK":1.5,"META":0.6,"LOFF":0.6,"YMAG":1.5,"SPAL":1.5,"TSLO":0.6,"SPCX":1.5,"07766":0.6,"BULZ":1.5,"TSL":0.6,"TSLS":0.6,"AAPL":0.6,"SMOG":0.6,"FDRV":0.6,"DXYZ":1.5,"SPCH":0.6,"TSLL":1.5,"TSLR":0.6,"TSLY":0.6,"TSYY":0.6,"TSLI":0.6,"SPCG":0.6,"TSLT":0.6,"SPCU":1.5,"CRSH":0.6,"ROBO":1.5,"SPCF":0.6,"TSDD":0.6,"IDRV":0.6,"TEST":0.6,"TLA":0.6,"TSLW":0.6,"GOOG":0.6,"KOMP":1.5,"TSLQ":0.6,"AMZN":0.6,"TSLZ":0.6,"NVDA":0.6,"TESL":0.6,"TSLP":0.6,"MSFT":0.6,"XOVR":1.5,"MAGY":1.5,"TSLG":0.6,"TSLA":1.5,"WANT":0.6,"TSII":0.6,"LIT":0.6}},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584018091409984,"gmtCreate":1783614053176,"gmtModify":1783614065281,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"不需要造车，只需要新的ppt","listText":"不需要造车，只需要新的ppt","text":"不需要造车，只需要新的ppt","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584018091409984","repostId":"2650656942","repostType":2,"repost":{"id":"2650656942","kind":"news","pubTimestamp":1783584502,"share":"https://www.laohu8.com/m/news/2650656942?lang=zh_CN&edition=full","pubTime":"2026-07-09 16:08","market":"us","language":"zh","title":"Model Y会是特斯拉最后一款车吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2650656942","media":"字母榜","summary":"与Model Y车型相比，Model Y L最大变化是座椅布局由二排五座改为三排六座。作为2019年上市的“老车”，Model Y依然是特斯拉的销量担当。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单，如今的特斯拉热度下滑不少。与Model Y同期发布的Cybertruck皮卡，迎合了美国消费者的独特喜好，一度被视为特斯拉下一个爆款，据称每年可售出数百万辆。两款新车走的路与Model Y完全不同。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/7F5D426D798ECEED3811D5F510ADD3DC082B2AB6_size660_w1014_h1014.png\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于“上新”了，但仔细一看，还是“老熟人”。</p><p>北京时间7月4日凌晨，<strong>特斯拉宣布Model Y L在美国开售，</strong>售价6.2万美元（约合42万元人民币），首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。</p><p>国内消费者对于Model Y L并不陌生。</p><p>这款车原本顶着“中国特供”的绰号，去年10月首先在国内发售。今年上半年，特斯拉把它销往韩国和新加坡，如今又引入了最大单一市场美国。</p><p>与Model Y车型相比，Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米，电池容量、电机动力、中控屏、音响等配置也有提升。</p><p>这款改动不大的新车，堪称特斯拉近些年产品战略的缩影：<strong>把Model Y这台老车的价值尽可能压榨出来。</strong></p><p>一方面，它把Model Y做大、做长。</p><p>除了Model Y L，特斯拉有可能下半年发布Model Y L+。从名字不难看出，新车型是Model Y L的Plus版本，将继续升级现有配置。</p><p>另一方面，Model Y也在被做小、做便宜。</p><p>去年10月，特斯拉在中国上市Model Y L的同时，在美国推出Model 3/Y标准版。与老版本相比，两款标准版车型全方位减配，贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消，智驾功能更是被砍到“大残”。</p><p>通过做一系列减法，Model 3/Y的起步价被拉低至4万美元以内。</p><p>作为2019年上市的“老车”，Model Y依然是特斯拉的销量担当。</p><p>2025年，特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计，<strong>Model Y全年交付108.6万辆，贡献66%的交付量，</strong>同时也是全球唯一交付破百万辆的电动车。</p><p>特斯拉并非拿不出新车。</p><p>过去七年间，特斯拉每隔一段时间就会释放新产品的消息，比如开售Cybertruck皮卡和Semi重卡，揭开了Cybecab和Robovan的面纱，预告了新一代Roadster跑车，入门车型Model 2也一度若隐若现。</p><p>但事到如今，这些新产品要么销量惨淡，要么仍停留在发布会和PPT上，甚至彻底销声匿迹。反而是Model Y，不断出小改款、新车型，似乎远未耗尽潜力。</p><p>那么问题来了：<strong>Model Y，难道是特斯拉最后一辆车？</strong></p><p><strong>A</strong></p><p>7月4日下午，字母榜作者来到北京北五环一家大型商场的特斯拉门店。<strong>在被问到特斯拉是否会有新车时，店员表示没有这方面的通知。</strong></p><p>随后，店员向字母榜推荐Model Y L，称其在提供六座大空间的同时，兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能，也是店员推介的重点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/6EA2B6F46776CA2E1C38F867F8684BB026C8AFC6_size46_w1080_h684.jpg\"/></p><p>图源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>但与同一商场内的鸿蒙智行、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/LI\">理想</a>、智己等品牌的新车相比，Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优，甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”，Model Y几乎全方位落后。</p><p>反映到消费端，特斯拉的进店客流明显不如其他品牌。<strong>相比几年前国产版Model Y上市时的人潮汹涌、销售爆单，如今的特斯拉热度下滑不少。</strong></p><p>2019年的Model Y，称得上全方位领先，不仅有品牌和创始人光环的加持，还在技术、设计和工艺上全方位领先，把一众还在“油改电”的新老车企甩得尾灯都看不到。</p><p>但如今，国内车企经过几年的摸打滚爬，不仅营销手法趋于成熟，产品的技术、设计和制造能力也有了长足进步。</p><p>与Model Y相比，国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距；但在国内消费者更在意、更容易感知的部分，比如“空调彩电大沙发”、电池容量、智驾硬件规格等，本土品牌已经反超Model Y。</p><p>特斯拉不可能不知道这一局面。只不过，过去七年，<strong>它从未推出“S3XY”之外的全新走量车系，反而做了不少“一眼难卖”的新车，且跳票非常严重。</strong></p><p>与Model Y同期发布的Cybertruck皮卡，迎合了美国消费者的独特喜好，一度被视为特斯拉下一个爆款，据称每年可售出数百万辆。但这款车直到2023年底才开始量产，2024年卖出3.9万辆，2025年暴跌至1.88万辆，令外界大跌眼镜。</p><p>高昂的价格、糟糕的质量，是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上，它甚至卖不过<a href=\"https://laohu8.com/S/F\">福特</a>F-150 Lightning，年销量比后者少了近1万辆。</p><p>去年9月，特斯拉停售Cybertruck入门款，只保留起售价高达5.3万美元的四驱版本。如此一来，这款车的销量更加不乐观。</p><p>特斯拉另一款备受关注的新车，是第二代Roadster跑车。</p><p>这款新车早在2017年11月就公开亮相，原定2020年量产，吸引不少车主交了5万美元的定金。然而，这款车跳票至今，最新消息是有望7、8月份发布。</p><p>其实，这款“传奇跳票王”就算正式开售，20万美元的高昂售价，也会把绝大多数消费者挡在门外。</p><p>真正有可能大卖的新车，是新的入门车型Model 2。</p><p>从2022年起，马斯克在多个场合提起这款新车，号称计划2025年下半年量产，售价仅2.5万美元。然而，2024年4月，特斯拉被曝出已经砍掉这款车型。马斯克旋即否认；但时至今日，<strong>Model 2不见踪影，已经从马斯克的语境里彻底消失。</strong></p><p>马斯克更愿意谈论的，是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中，特斯拉宣称两款车型今年都将量产。</p><p>目前，Cybecab进展还算顺利，2月下线了量产版，6月底又在美国得州奥斯汀市开启公开道路公开测试。</p><p>另一方面，Semi重卡也于4月底在特斯拉内华达超级工厂下线，距离其2017年首次亮相已经过去了9年。</p><p>但显而易见，取消方向盘和刹车踏板的Cybecab，并不打算卖给普通人；Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。</p><p>这也意味着，<strong>特斯拉的产品路线图看不到任何全新车系。</strong>Model Y撑起了特斯拉半壁江山，很可能未来也会继续撑下去。</p><p><strong>B</strong></p><p>七年间，特斯拉迟迟没有推出新的走量车系，根本原因在于：<strong>特斯拉如今的超高市值，并不需要推出更多车型来维系。</strong></p><p>目前，特斯拉市值约为1.5万亿美元，相比巅峰时回落明显，但依然相当于丰田、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。</p><p>这并不意味着，特斯拉已经具备了碾压一切对手的实力。恰恰相反，<strong>在卖车这件事上，特斯拉的成绩单远远不及丰田等传统玩家。</strong></p><p>2025年，丰田以1132万辆的年销量，再度成为全球第一大车企。相比之下，特斯拉只卖出了163.6万辆车，相当于丰田的1/7。</p><p>财务指标方面，丰田也完胜特斯拉：营收相当于特斯拉的3.3倍，归母净利润相当于6.2倍。</p><p>特斯拉在单车净利润上扳回一城：上一财年为2319美元，丰田则为2102美元。不过，丰田热销车型价格便宜，能够做到与特斯拉相去不远，已经颇为不易。</p><p>但马斯克已经看明白一个残酷事实：车企在资本市场上没有前途。<strong>倘若特斯拉瞄着丰田打，那么即便把销量再翻几倍，它也撑不起现在的市值。</strong></p><p>传统车企的基本逻辑是：不断推出爆款车型，挤占每一条细分市场，扩大销量和销售额；再通过提高经营效率，换来利润增长。</p><p>这套逻辑非常成熟，也非常合理，催生了丰田这样的世界级巨头。唯一问题是，它太陈旧了，很难反向驱动车企实现技术和产品突破，也不会让市场产生任何兴奋感。</p><p>如今，丰田、大众等车企拥有几十款主要车型，销售表现也还算稳固，市值却每况愈下，还常常被外界视为动作迟缓、缺少创新。</p><p>特斯拉并不想掉进这样的陷阱。<strong>它从未打算彻底击败传统车企，自然也不着急再造新车。</strong></p><p>马斯克真正想做的是：重新定义一套属于未来的商业逻辑和估值体系，并把特斯拉的故事作为典范嵌入其中。</p><p>他反复鼓吹的新故事有三大支柱：自动驾驶、机器人和AI。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/51AE2D15E59ADB664A3FE9C40BC054A6002B924F_size73_w787_h430.jpg\"/></p><p>价格不菲的FSD智驾套件，是特斯拉自动驾驶叙事的核心。上季度，<strong>FSD全球付费用户达到约130万，相当于特斯拉累计售出车辆的14%，仍有很大增长空间。</strong></p><p>目前，这一自动驾驶软件主要用于美国市场。4月11日，荷兰批准FSD监督版上路，为其进入欧洲打开通路；中国市场也有望在年内对FSD敞开大门。</p><p>特斯拉CFO瓦伊巴夫-塔尼娅披露，公司已经改变汽车销售战略，“现在我们强调FSD才是产品，而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab，特斯拉自动驾驶板块跑得越来越快。</p><p>Optimus（擎天柱）机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。</p><p>按照计划，“擎天柱”将于2027年底前公开发售。<strong>特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂，设计年产能100万台。</strong>倘若一切顺利，这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。</p><p>此外，得州奥斯汀超级工厂的第二代产线也在筹备中，预计2027年夏天投产，长期目标为年产1000万台。</p><p>至于AI，今年第一季度，特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线，并开始进行训练。3月，特斯拉还参与了Terafab芯片工厂建设计划，目标是建设年产1太瓦算力的芯片制造基地，<strong>相当于当前全球AI算力总产出的50倍。</strong></p><p>二级市场对于特斯拉的估值依据，主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等，并不“刚需”更多车型。长期来看，造车对于特斯拉股价的影响只会越来越小。</p><p><strong>C</strong></p><p>对于马斯克的商业<a href=\"https://laohu8.com/S/00776\">帝国</a>来说，<strong>特斯拉既是一家车企，更是一个超级融资工具。</strong></p><p>这个帝国的重心，曾经是汽车和商业航天，如今已转向AI。在基础模型和AI App接连受挫后，马斯克想做的是AI基础设施，赚AI公司和科技大厂的钱。</p><p>负担这一使命是SpaceX。在将xAI吸纳进来后，它拥有强大的算力集群，开始向Anthropic、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等昔日对手出租算力；同时，它牵头的Terafab已经正式启动。</p><p>但<strong>钱从哪里来？马斯克还没能给出明确答案。</strong></p><p>SpaceX尚在亏损，且规模越来越大。根据招股书，2025年公司净亏损约49亿美元，2026年第一季度亏损达42亿美元。通过出租算力，SpaceX每个月能够增收约23亿美元，但仍不足以抹平亏损。</p><p>更何况，Terafab耗资巨大，外界估计，整个项目将需要5万亿～13万亿美元的资本投入；即便只达成100至200吉瓦/年的初期产能目标，也需要5000亿至1万亿美元。</p><p>如果搞不来钱，马斯克的宏大构想就只能停留在口头上。</p><p>所幸，<strong>马斯克的公司依然是资本市场的宠儿。</strong>通过推动旗下公司上市，马斯克总是能得到充沛的资金支持。</p><p>近一个月前，SpaceX登陆纳斯达克，以750亿美元的融资规模，成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司，市值一度超过2.5万亿美元。</p><p>除了SpaceX，特斯拉也是马斯克吸纳资金的重要工具，同时也是撑起SpaceX估值的潜在支柱。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/05982E92AF249A29C015845533011D6269C71ABA_size571_w941_h456.png\"/></p><p>今年2月，在SpaceX合并xAI不久后，外界就传出了特斯拉也将“合体”的声音。如今，随着SpaceX股价大幅回调，马斯克需要新的利好；而把特斯拉融入SpaceX，将是一步立竿见影的好棋。</p><p><strong>作为融资工具的特斯拉，对于新车的需求，远远不如对于新故事的需求。</strong></p><p>特斯拉在Model Y之后推出的新产品，不求卖多少，甚至不必寻求马上开售，但一定要够轰动、够吸睛，给外界留下无限遐想空间。</p><p>马斯克做到了这一点。从Cybertruck到Cybecab，特斯拉总是能够讲出一个又一个激动人心的新故事，并与自动驾驶、AI等前沿技术挂钩，带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期，投资者也愿意相信这一套，并掏出真金白银买单。</p><p>同时，特斯拉并不在乎砍掉Model S/X这样的车型，哪怕会失去一小部分潜在订单。它也可以不去做Model 2，因为把资源投入到这种便宜车型，反而与特斯拉力图构筑的炫酷故事背道而驰。</p><p>在此情况下，每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y，成为了那个略显乏味，却也不会出大错的唯一选择。</p><p>不过，<strong>特斯拉长时间过度依赖Model Y，已经产生了不小的负面后果。</strong></p><p>2024和2025年，特斯拉销量连续下滑。背后原因有很多，但车型单一、无法满足更多需求无疑是重要因素。特别是在中国，虽然Model Y的月销量依然让新势力们相形见绌，但它的领先优势正在被逐渐消解。</p><p>而在资本市场上，特斯拉的故事也越来越难讲。</p><p>7月初，特斯拉公布第二季度交付量，Model 3/Y交付467762辆，同比增长25%，股价却单日下跌逾7%。</p><p>界面新闻指出，特斯拉此前累计上涨四天，已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说：“消息真正传来之后，就没什么值得兴奋的了。”</p><p><strong>托举了特斯拉七年的Model Y，真的有些“老”了。</strong></p><p>马斯克擅长造车，更擅长讲故事。在特斯拉走过上半场后，他把讲故事放在更重要位置，并以此取得巨大成功。如今，当特斯拉面临销量止步不前的挑战，并波及市值管理时，马斯克到了重新平衡“造车”与“讲故事”的十字路口。</p></body></html>","source":"fenghuang_stock","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>Model Y会是特斯拉最后一款车吗？</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\">\nModel Y会是特斯拉最后一款车吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-09 16:08 北京时间 <a href=https://tech.ifeng.com/c/8ucY5v48GKn><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉终于“上新”了，但仔细一看，还是“老熟人”。北京时间7月4日凌晨，特斯拉宣布Model Y L在美国开售，售价6.2万美元（约合42万元人民币），首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号，去年10月首先在国内发售。今年上半年，特斯拉把它销往韩国和新加坡，如今又引入了最大单一市场美国。与Model...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ucY5v48GKn\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TLA":"GraniteShares Autocallable TSLA ETF","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4511":"特斯拉概念","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","META":"Meta Platforms, Inc.","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","AAPL":"苹果","GOOG":"谷歌","LIT":"Global X Lithium & Battery Tech ETF","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLR":"2倍做多TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","AMZN":"亚马逊","TSLS":"1倍做空TSLA ETF-Direxion","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","TSLT":"2倍做多TSLA ETF-T-Rex","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","07366":"XI二南特斯","09766":"南方两倍做多特斯拉-U","TSLW":"TSLA周配息ETF-Roundhill","NVDA":"英伟达","TSII":"REX TSLA Growth & Income ETF","IDRV":"iShares Self-Driving EV and Tech ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","MSFT":"微软","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","SMOG":"VanEck Low Carbon Energy ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","09366":"XI二南特斯-U","TSLZ":"2倍做空TSLA ETF-T-Rex","07766":"南方两倍做多特斯拉","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4551":"寇图资本持仓","TSLI":"2倍做多TSLA ETF-ProShares","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC"},"source_url":"https://tech.ifeng.com/c/8ucY5v48GKn","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650656942","content_text":"特斯拉终于“上新”了，但仔细一看，还是“老熟人”。北京时间7月4日凌晨，特斯拉宣布Model Y L在美国开售，售价6.2万美元（约合42万元人民币），首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号，去年10月首先在国内发售。今年上半年，特斯拉把它销往韩国和新加坡，如今又引入了最大单一市场美国。与Model Y车型相比，Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米，电池容量、电机动力、中控屏、音响等配置也有提升。这款改动不大的新车，堪称特斯拉近些年产品战略的缩影：把Model Y这台老车的价值尽可能压榨出来。一方面，它把Model Y做大、做长。除了Model Y L，特斯拉有可能下半年发布Model Y L+。从名字不难看出，新车型是Model Y L的Plus版本，将继续升级现有配置。另一方面，Model Y也在被做小、做便宜。去年10月，特斯拉在中国上市Model Y L的同时，在美国推出Model 3/Y标准版。与老版本相比，两款标准版车型全方位减配，贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消，智驾功能更是被砍到“大残”。通过做一系列减法，Model 3/Y的起步价被拉低至4万美元以内。作为2019年上市的“老车”，Model Y依然是特斯拉的销量担当。2025年，特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计，Model Y全年交付108.6万辆，贡献66%的交付量，同时也是全球唯一交付破百万辆的电动车。特斯拉并非拿不出新车。过去七年间，特斯拉每隔一段时间就会释放新产品的消息，比如开售Cybertruck皮卡和Semi重卡，揭开了Cybecab和Robovan的面纱，预告了新一代Roadster跑车，入门车型Model 2也一度若隐若现。但事到如今，这些新产品要么销量惨淡，要么仍停留在发布会和PPT上，甚至彻底销声匿迹。反而是Model Y，不断出小改款、新车型，似乎远未耗尽潜力。那么问题来了：Model Y，难道是特斯拉最后一辆车？A7月4日下午，字母榜作者来到北京北五环一家大型商场的特斯拉门店。在被问到特斯拉是否会有新车时，店员表示没有这方面的通知。随后，店员向字母榜推荐Model Y L，称其在提供六座大空间的同时，兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能，也是店员推介的重点。图源：视觉中国但与同一商场内的鸿蒙智行、小米、理想、智己等品牌的新车相比，Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优，甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”，Model Y几乎全方位落后。反映到消费端，特斯拉的进店客流明显不如其他品牌。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单，如今的特斯拉热度下滑不少。2019年的Model Y，称得上全方位领先，不仅有品牌和创始人光环的加持，还在技术、设计和工艺上全方位领先，把一众还在“油改电”的新老车企甩得尾灯都看不到。但如今，国内车企经过几年的摸打滚爬，不仅营销手法趋于成熟，产品的技术、设计和制造能力也有了长足进步。与Model Y相比，国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距；但在国内消费者更在意、更容易感知的部分，比如“空调彩电大沙发”、电池容量、智驾硬件规格等，本土品牌已经反超Model Y。特斯拉不可能不知道这一局面。只不过，过去七年，它从未推出“S3XY”之外的全新走量车系，反而做了不少“一眼难卖”的新车，且跳票非常严重。与Model Y同期发布的Cybertruck皮卡，迎合了美国消费者的独特喜好，一度被视为特斯拉下一个爆款，据称每年可售出数百万辆。但这款车直到2023年底才开始量产，2024年卖出3.9万辆，2025年暴跌至1.88万辆，令外界大跌眼镜。高昂的价格、糟糕的质量，是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上，它甚至卖不过福特F-150 Lightning，年销量比后者少了近1万辆。去年9月，特斯拉停售Cybertruck入门款，只保留起售价高达5.3万美元的四驱版本。如此一来，这款车的销量更加不乐观。特斯拉另一款备受关注的新车，是第二代Roadster跑车。这款新车早在2017年11月就公开亮相，原定2020年量产，吸引不少车主交了5万美元的定金。然而，这款车跳票至今，最新消息是有望7、8月份发布。其实，这款“传奇跳票王”就算正式开售，20万美元的高昂售价，也会把绝大多数消费者挡在门外。真正有可能大卖的新车，是新的入门车型Model 2。从2022年起，马斯克在多个场合提起这款新车，号称计划2025年下半年量产，售价仅2.5万美元。然而，2024年4月，特斯拉被曝出已经砍掉这款车型。马斯克旋即否认；但时至今日，Model 2不见踪影，已经从马斯克的语境里彻底消失。马斯克更愿意谈论的，是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中，特斯拉宣称两款车型今年都将量产。目前，Cybecab进展还算顺利，2月下线了量产版，6月底又在美国得州奥斯汀市开启公开道路公开测试。另一方面，Semi重卡也于4月底在特斯拉内华达超级工厂下线，距离其2017年首次亮相已经过去了9年。但显而易见，取消方向盘和刹车踏板的Cybecab，并不打算卖给普通人；Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。这也意味着，特斯拉的产品路线图看不到任何全新车系。Model Y撑起了特斯拉半壁江山，很可能未来也会继续撑下去。B七年间，特斯拉迟迟没有推出新的走量车系，根本原因在于：特斯拉如今的超高市值，并不需要推出更多车型来维系。目前，特斯拉市值约为1.5万亿美元，相比巅峰时回落明显，但依然相当于丰田、比亚迪、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。这并不意味着，特斯拉已经具备了碾压一切对手的实力。恰恰相反，在卖车这件事上，特斯拉的成绩单远远不及丰田等传统玩家。2025年，丰田以1132万辆的年销量，再度成为全球第一大车企。相比之下，特斯拉只卖出了163.6万辆车，相当于丰田的1/7。财务指标方面，丰田也完胜特斯拉：营收相当于特斯拉的3.3倍，归母净利润相当于6.2倍。特斯拉在单车净利润上扳回一城：上一财年为2319美元，丰田则为2102美元。不过，丰田热销车型价格便宜，能够做到与特斯拉相去不远，已经颇为不易。但马斯克已经看明白一个残酷事实：车企在资本市场上没有前途。倘若特斯拉瞄着丰田打，那么即便把销量再翻几倍，它也撑不起现在的市值。传统车企的基本逻辑是：不断推出爆款车型，挤占每一条细分市场，扩大销量和销售额；再通过提高经营效率，换来利润增长。这套逻辑非常成熟，也非常合理，催生了丰田这样的世界级巨头。唯一问题是，它太陈旧了，很难反向驱动车企实现技术和产品突破，也不会让市场产生任何兴奋感。如今，丰田、大众等车企拥有几十款主要车型，销售表现也还算稳固，市值却每况愈下，还常常被外界视为动作迟缓、缺少创新。特斯拉并不想掉进这样的陷阱。它从未打算彻底击败传统车企，自然也不着急再造新车。马斯克真正想做的是：重新定义一套属于未来的商业逻辑和估值体系，并把特斯拉的故事作为典范嵌入其中。他反复鼓吹的新故事有三大支柱：自动驾驶、机器人和AI。价格不菲的FSD智驾套件，是特斯拉自动驾驶叙事的核心。上季度，FSD全球付费用户达到约130万，相当于特斯拉累计售出车辆的14%，仍有很大增长空间。目前，这一自动驾驶软件主要用于美国市场。4月11日，荷兰批准FSD监督版上路，为其进入欧洲打开通路；中国市场也有望在年内对FSD敞开大门。特斯拉CFO瓦伊巴夫-塔尼娅披露，公司已经改变汽车销售战略，“现在我们强调FSD才是产品，而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab，特斯拉自动驾驶板块跑得越来越快。Optimus（擎天柱）机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。按照计划，“擎天柱”将于2027年底前公开发售。特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂，设计年产能100万台。倘若一切顺利，这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。此外，得州奥斯汀超级工厂的第二代产线也在筹备中，预计2027年夏天投产，长期目标为年产1000万台。至于AI，今年第一季度，特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线，并开始进行训练。3月，特斯拉还参与了Terafab芯片工厂建设计划，目标是建设年产1太瓦算力的芯片制造基地，相当于当前全球AI算力总产出的50倍。二级市场对于特斯拉的估值依据，主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等，并不“刚需”更多车型。长期来看，造车对于特斯拉股价的影响只会越来越小。C对于马斯克的商业帝国来说，特斯拉既是一家车企，更是一个超级融资工具。这个帝国的重心，曾经是汽车和商业航天，如今已转向AI。在基础模型和AI App接连受挫后，马斯克想做的是AI基础设施，赚AI公司和科技大厂的钱。负担这一使命是SpaceX。在将xAI吸纳进来后，它拥有强大的算力集群，开始向Anthropic、谷歌等昔日对手出租算力；同时，它牵头的Terafab已经正式启动。但钱从哪里来？马斯克还没能给出明确答案。SpaceX尚在亏损，且规模越来越大。根据招股书，2025年公司净亏损约49亿美元，2026年第一季度亏损达42亿美元。通过出租算力，SpaceX每个月能够增收约23亿美元，但仍不足以抹平亏损。更何况，Terafab耗资巨大，外界估计，整个项目将需要5万亿～13万亿美元的资本投入；即便只达成100至200吉瓦/年的初期产能目标，也需要5000亿至1万亿美元。如果搞不来钱，马斯克的宏大构想就只能停留在口头上。所幸，马斯克的公司依然是资本市场的宠儿。通过推动旗下公司上市，马斯克总是能得到充沛的资金支持。近一个月前，SpaceX登陆纳斯达克，以750亿美元的融资规模，成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司，市值一度超过2.5万亿美元。除了SpaceX，特斯拉也是马斯克吸纳资金的重要工具，同时也是撑起SpaceX估值的潜在支柱。今年2月，在SpaceX合并xAI不久后，外界就传出了特斯拉也将“合体”的声音。如今，随着SpaceX股价大幅回调，马斯克需要新的利好；而把特斯拉融入SpaceX，将是一步立竿见影的好棋。作为融资工具的特斯拉，对于新车的需求，远远不如对于新故事的需求。特斯拉在Model Y之后推出的新产品，不求卖多少，甚至不必寻求马上开售，但一定要够轰动、够吸睛，给外界留下无限遐想空间。马斯克做到了这一点。从Cybertruck到Cybecab，特斯拉总是能够讲出一个又一个激动人心的新故事，并与自动驾驶、AI等前沿技术挂钩，带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期，投资者也愿意相信这一套，并掏出真金白银买单。同时，特斯拉并不在乎砍掉Model S/X这样的车型，哪怕会失去一小部分潜在订单。它也可以不去做Model 2，因为把资源投入到这种便宜车型，反而与特斯拉力图构筑的炫酷故事背道而驰。在此情况下，每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y，成为了那个略显乏味，却也不会出大错的唯一选择。不过，特斯拉长时间过度依赖Model Y，已经产生了不小的负面后果。2024和2025年，特斯拉销量连续下滑。背后原因有很多，但车型单一、无法满足更多需求无疑是重要因素。特别是在中国，虽然Model Y的月销量依然让新势力们相形见绌，但它的领先优势正在被逐渐消解。而在资本市场上，特斯拉的故事也越来越难讲。7月初，特斯拉公布第二季度交付量，Model 3/Y交付467762辆，同比增长25%，股价却单日下跌逾7%。界面新闻指出，特斯拉此前累计上涨四天，已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说：“消息真正传来之后，就没什么值得兴奋的了。”托举了特斯拉七年的Model Y，真的有些“老”了。马斯克擅长造车，更擅长讲故事。在特斯拉走过上半场后，他把讲故事放在更重要位置，并以此取得巨大成功。如今，当特斯拉面临销量止步不前的挑战，并波及市值管理时，马斯克到了重新平衡“造车”与“讲故事”的十字路口。","news_type":1,"symbols_score_info":{"AMZN":0.6,"TSYY":0.6,"09766":0.6,"FDRV":0.6,"TSLO":0.6,"TSII":0.6,"TSLP":0.6,"TSLS":0.6,"CRSH":0.6,"IDRV":0.6,"TESL":0.6,"TEST":0.6,"TSLL":1.5,"TSLY":0.6,"AAPL":0.6,"BULZ":1.5,"TSLI":0.6,"TSLT":0.6,"09366":0.6,"TSLR":0.6,"TSLW":0.6,"TSLA":1.5,"YMAG":1.5,"WANT":0.6,"META":0.6,"07366":0.6,"GOOG":0.6,"MAGY":1.5,"TSLZ":0.6,"LIT":0.6,"TSLG":0.6,"TLA":0.6,"NVDA":0.6,"TSDD":0.6,"TSLQ":0.6,"07766":0.6,"MSFT":0.6,"SMOG":0.6,"TSL":0.6}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583663053893656,"gmtCreate":1783525959892,"gmtModify":1783526199962,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","text":"$SpaceX(SPCX)$ 贵是原罪[微笑] 马圣该发x控盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583663053893656","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583652033233352,"gmtCreate":1783524688040,"gmtModify":1783524690142,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","text":"$甲骨文(ORCL)$ 抛压依旧强烈感觉要冲120了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583652033233352","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583579574583472,"gmtCreate":1783506909217,"gmtModify":1783506912782,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的左右护法，还有个是丹","listText":"马圣的左右护法，还有个是丹","text":"马圣的左右护法，还有个是丹","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583579574583472","repostId":"1127705711","repostType":2,"repost":{"id":"1127705711","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783497176,"share":"https://www.laohu8.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是，ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上，ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LLII":"REX LLY Growth & Income ETF","SPCG":"2倍做空SpaceX ETF-Tradr","DAMD":"2倍做空AMD ETF-Defiance","AMD":"美国超微公司","AMDU":"Defiance Leveraged Long + Income AMD ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LLY":"礼来","SPAX":"2倍做多SPACEX ETF-T-REX","AMUU":"2倍做多AMD ETF-Direxion","ELIL":"2倍做多LLY ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","ELIS":"1倍做空LLY ETF-Direxion","AMDY":"AMD期权收益策略ETF-YieldMax","KTUP":"T-Rex 2X Long KTOS Daily Target ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","BABX":"2倍做多BABA ETF-GraniteShares","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","LLYX":"2倍做多LLY ETF-Defiance","LOFF":"2倍做多SpaceX ETF-Direxion","SPCM":"2倍做多SpaceX ETF-Tradr","BABW":"Roundhill BABA WeeklyPay ETF","KTOS":"克瑞拓斯安全防卫","LLYZ":"2倍做空LLY ETF-Defiance","BABU":"Direxion Daily BABA Bull 2X ETF","BNTX":"BioNTech SE","SPCQ":"2倍做空SpaceX ETF-Defiance","AMDD":"1倍做空AMD ETF-Direxion","SPCX":"SPAC and New Issue ETF","BABO":"BABA期权收益策略ETF-YieldMax","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","AMDG":"2倍做多AMD ETF- Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","BABA":"阿里巴巴","XE":"X-Energy","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127705711","content_text":"木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。加仓 SpaceXARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。值得一提的是，ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上，ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"BABA":2,"BABU":0.6,"AMDG":0.6,"SPCX":2,"KTOS":2,"BNTX":2,"LOFF":0.6,"AMUU":0.6,"LLYZ":0.6,"KBAB":0.6,"AMDD":0.6,"SPAX":0.6,"SSPC":0.6,"SPCM":0.6,"SPCQ":0.6,"SPAL":0.6,"AMYY":0.6,"LLII":0.6,"AMDY":0.6,"AMDW":0.6,"AMDU":0.6,"XE":2,"SPCU":0.6,"DAMD":0.6,"SPCG":0.6,"KTUP":0.6,"ELIL":0.6,"ELIS":0.6,"SPCH":0.6,"AMDL":0.6,"BBYY":0.6,"SNK":0.6,"LLYX":0.6,"SPCF":0.6,"BABX":0.6,"AMD":2,"LLY":2,"BABW":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583282208330048,"gmtCreate":1783434309730,"gmtModify":1783434311462,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","text":"$甲骨文(ORCL)$ 严重跑输大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583282208330048","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583219531551720,"gmtCreate":1783419096965,"gmtModify":1783419099712,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"一切都是为了股价，老套路","listText":"一切都是为了股价，老套路","text":"一切都是为了股价，老套路","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583219531551720","repostId":"2649076486","repostType":2,"repost":{"id":"2649076486","kind":"highlight","weMediaInfo":{"introduction":"关注这个时代最好的产品。","home_visible":1,"media_name":"爱范儿","id":"42","head_image":"https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984"},"pubTimestamp":1783396800,"share":"https://www.laohu8.com/m/news/2649076486?lang=zh_CN&edition=full","pubTime":"2026-07-07 12:00","market":"hk","language":"zh","title":"马斯克不造 iPhone，但他想让手机替你赚钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2649076486","media":"爱范儿","summary":"图｜Jonathan Raa这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。图｜纽约时报到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……","content":"<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人，埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天，《华尔街日报》报出了一条有趣的爆料：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末，《金融时报》报道称：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些：</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机，但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机，行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会（DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>）中，马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说，从马斯克历年的各种态度来看，</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机，出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用，如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底，SpaceX 可能造手机吗？不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者｜马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑｜肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>","source":"weixin_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>马斯克不造 iPhone，但他想让手机替你赚钱</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马斯克不造 iPhone，但他想让手机替你赚钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/42\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">爱范儿 </p>\n<p class=\"h-time\">2026-07-07 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人，埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天，《华尔街日报》报出了一条有趣的爆料：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末，《金融时报》报道称：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些：</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机，但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机，行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会（DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>）中，马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说，从马斯克历年的各种态度来看，</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机，出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用，如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图｜Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底，SpaceX 可能造手机吗？不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者｜马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑｜肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4598":"佩洛西持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4551":"寇图资本持仓","09366":"XI二南特斯-U","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","APLY":"AAPL期权收益策略ETF-YieldMax","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4604":"机器人概念","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","BK4612":"AI芯片","LU0444971666.USD":"天利全球科技基金","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4532":"文艺复兴科技持仓","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4534":"瑞士信贷持仓","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","09766":"南方两倍做多特斯拉-U","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","JGRO":"Jpmorgan Active Growth ETF","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4099":"汽车制造商","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IXN":"iShares Trust S&P Global Informa","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IDRV":"iShares Self-Driving EV and Tech ETF","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4507":"流媒体概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","AAPB":"2倍做多AAPL ETF-GraniteShares","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","AAPD":"1倍做空AAPL ETF-Direxion","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4501":"段永平概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AAPU":"2倍做多AAPL ETF-Direxion","AAPW":"AAPL周配息ETF-Roundhill","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","BK4505":"高瓴资本持仓","AAPX":"2倍做多Apple ETF-T-Rex","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","AAPY":"AAPL收益溢价策略ETF-Kurv","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","METV":"Roundhill Ball Metaverse ETF","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","ABFL":"ABACUS FCF LEADERS ETF","TSYY":"收益增强TSLA ETF-GraniteShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4512":"苹果概念","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4511":"特斯拉概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4516":"特朗普概念","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4592":"伊斯兰概念","BK4515":"5G概念","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","XLK":"高科技指数ETF-SPDR","FTEC":"Fidelity MSCI Information Techno","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","AAPL":"苹果","LU1046421795.USD":"富达环球科技A-ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4550":"红杉资本持仓","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLW":"TSLA周配息ETF-Roundhill","LU0072462426.USD":"贝莱德全球配置 A2","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4588":"碎股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","VT":"世界全股市ETF-Vanguard","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LIT":"Global X Lithium & Battery Tech ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0861579265.USD":"联博低波幅策略股票基金A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4571":"数字音乐概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4576":"AR","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4579":"人工智能","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","07366":"XI二南特斯","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","BK4573":"虚拟现实","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","BK4581":"高盛持仓","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0080751232.USD":"富达环球多元动力基金A","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823411888.USD":"法巴消费创新基金 Cap","SG9999014542.SGD":"United Income Focus Trust Acc SGD","07766":"南方两倍做多特斯拉","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLA":"特斯拉","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","TLA":"GraniteShares Autocallable TSLA ETF","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4566":"资本集团","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","SMOG":"VanEck Low Carbon Energy ETF","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4543":"AI","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","TESL":"Simplify Volt TSLA Revolution ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4548":"巴美列捷福持仓","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","TSII":"REX TSLA Growth & Income ETF","ROM":"ProShares Ultra Technology","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","VGT":"信息技术ETF-Vanguard","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","TSLI":"2倍做多TSLA ETF-ProShares","BK4553":"喜马拉雅资本持仓","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4555":"新能源车","TSLQ":"2倍做空TSLA ETF-Tradr","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4559":"巴菲特持仓","TSLT":"2倍做多TSLA ETF-T-Rex","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)"},"source_url":"http://mp.weixin.qq.com/s?__biz=MjgzMTAwODI0MA==&mid=2652456875&idx=1&sn=0147abe10be264be2bc78448497c7c2d&chksm=9a851fc6bdf3e4d76704f2a57b1b1563d22d6ae1efdfced74d86f69ac2ada085ab68402288f2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2649076486","content_text":"作为那个被戏称为“被网友怂恿着买下 Twitter”的男人，埃隆·马斯克总能在新产品方面给大家出点新花样。这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。前几天，《华尔街日报》报出了一条有趣的爆料：SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机（a handset-like AI device prototype），这款设备将使用自有操作系统和高通骁龙芯片，支持各种 xAI 技术，目前仍处在项目早期阶段、不一定会量产。虽然《华尔街日报》的用词很严谨，但这条消息很快经过互联网发酵，变成了“SpaceX 打算造手机”。图｜LsA magazine面对这种越传越邪的消息，马斯克也一贯有啥说啥，在 X 上迅速回应道“Utterly false”，澄清 SpaceX 不打算造手机。只不过在这个时间点，马斯克的否认看上去有点“欲盖弥彰”。就在 6 月末，《金融时报》报道称：SpaceX 刚刚向投资者确认，计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务，与传统手机运营商形成业务竞争。图｜Jonathan Raa这两者撞期，尽管被马斯克光速否认，但很难不让人想象他其实是在暗中规划一个“手机类”产品的。或者更严谨一些：那台开发中的“AI 终端”在定义上不是手机，但具有通过星链联网的能力。马牌手机，行之有年从目前已知的信息来看，SpaceX 这个传闻中的设备肯定不会是传统手机。作为一款“手持 AI 设备”，它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础，再加上马斯克的一堆 X app 生态为核心的 AI 终端。图｜PCMag但让这件事能够发酵的，不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元，还有一部分要归功于马斯克自己——作为一个向来想到什么就说出来的企业家，马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。图｜路透社早在 2022 年末，推特还叫“推特”的时候，马斯克曾经就推特的内容审核、内购分成和分发权等等与苹果产生过分歧。在这种背景下，有网友询问马斯克“如果 App Store 下架推特，你会做替代手机吗”，马斯克回答：我当然不希望事情走到那一步，但你说的没错，如果没有别的选择，我会造一台替代性的手机出来。当年 11 月底，马斯克与蒂姆·库克会面之后，App Store 风波迅速降温，推特手机也就没了下文。这在侧面程度上说明，马斯克此时宣称的“要造替代品”只是个带点火药味的表态，称不上产品规划。在 2023 年的《纽约时报》交易录峰会（DealBook Summit）中，马斯克又表示他不认为真的需要造手机——传统手机的“黑色方块”很难再有改进空间，自己更看好 Neuralink 的未来。图｜纽约时报到了 2024 年，马斯克对于“造手机”的态度又发生了转变，这一次的原因则是 AI。2024 年 6 月，苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后，马斯克就开始批评这种集成是巨大的安全风险。随后，在网友向马斯克要求一款类似的“Grok phone”之后，马斯克通过各种渠道表态道：……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件（AI spyware）整合进系统，我真的可能需要考虑一下（造手机）了。图｜Ars Technica当时间来到 2025 年，马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。在接受知名播客 The Joe Rogan Experience 的访谈时，马斯克基于 AI 的应用场景，给出了一个更加乐观的评价：未来不会有传统意义上的手机，也不会有传统操作系统和 app，手机本身会成为 AI 推理边缘节点，与服务器端 AI 协作，并尽可能在本地运行 AI 以降低带宽。这种观点与马斯克之后对“手持星链终端”的表态基本一致，也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。只不过在那次播客中，马斯克给网络的主要贡献不是什么洞见，而是在录音棚“吸嗨”的截图：图｜YouTube @PowerfulJRE总的来说，从马斯克历年的各种态度来看，他本人其实并不热衷手机行业，更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候，即使不看手机，“手持 AI 硬件”也是马斯克生意里躲不开的下一步。也是在这种背景下，传闻中的“SpaceX 手持设备”虽然不大可能是个手机，但的确存在一种非常有潜力的业务模式——Robotaxi 出租车模式。出租手机，出租算力以防你不知道，Robotaxi 是特斯拉的自动驾驶出租车业务，目前正在美国几个城市试点运行，是 Waymo 自动出租车的主要对手：图｜路透社和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同，在 2016 年出租车项目露面之初，曾有过一个相当狂野的业务设想：用户自己购买的特斯拉平时正常使用，如果报名了 Tesla Shared Fleet，则可以让自己的车在闲置时“自动驾驶出门拉客”，特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段，还没涉及到车主报名，这个业务模式对于“SpaceX 手机”却是完全可行的。图｜PCMag比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”，我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式：SpaceX 将这样一台 AI 终端卖给你，并提供星链上网、SuperGrok、X Premium 和一个智能体 OS，用户平时把它当成“手机伴侣”正常使用：图｜WIRED而在闲置时段（比如夜间睡觉充电），这台设备可以作为整个 xAI 计算网络的一个节点，为邻近设备或者其它时区的用户提供算力。重点在于，SpaceX 或者 xAI 会以此为凭据，向用户提供一定比例的报酬。这样一来，你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用，闲置的时候出门帮你赚钱。并且由于手机的形态和使用方式，它作为边缘计算节点只需要提供硬件，在做好软件隔离的前提下，隐私和资产风险都比 Robotaxi 小得多。图｜Mirantis这种时候，“SpaceX 手机类似物”就像是一个值得落地的商业模式了。假设有 1 亿人选择买这么一台 AI 伴侣，既有星链网络去运行云端 AI，又拥有一定的本地 AI 能力，xAI 很可能就此建成了全世界最大的移动 AI 集群。图｜Atlantis当然，这种分散、不连续的算力只能作为大规模 AI 计算中心的补充，但在“寸芯寸金”的 AI 时代，也能实打实地节省下来不少成本。归根结底，SpaceX 可能造手机吗？不太可能。但用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络，为未来的 AI 算力部署提供一个新的思路，这听起来倒像是马斯克会干的事。作者｜马扶摇编辑｜肖钦鹏","news_type":1,"symbols_score_info":{"FDRV":0.6,"TSII":0.6,"JGRO":0.6,"IDRV":0.6,"IXN":0.6,"AAPU":0.6,"VGT":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"APLY":0.6,"TSLP":0.6,"TSLA":1.82,"TESL":0.6,"07366":0.6,"TLA":0.6,"TSLT":0.6,"TSLS":0.6,"AAPD":0.6,"TSLG":0.6,"TSLO":0.6,"VT":0.6,"TYLG":0.6,"TSDD":0.6,"MACW.SI":0.6,"TSL":0.6,"TSLR":0.6,"CRSH":0.6,"XLK":0.6,"AAPY":0.6,"FTEC":0.6,"AAPB":0.6,"AAPL":1.78,"AAPW":0.6,"SPTE":0.6,"09366":0.6,"09766":0.6,"TSLI":0.6,"SMOG":0.6,"07766":0.6,"TSLY":0.6,"ABFL":0.6,"TSYY":0.6,"TSLL":0.6,"WANT":0.6,"ROM":0.6,"TEST":0.6,"AAPX":0.6,"LIT":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583091230491928,"gmtCreate":1783387760106,"gmtModify":1783387762000,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 纳指的内鬼，谁纳入谁倒霉节奏","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 纳指的内鬼，谁纳入谁倒霉节奏","text":"$SpaceX(SPCX)$ 纳指的内鬼，谁纳入谁倒霉节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/583091230491928","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464817662142392","authorId":"3464817662142392","name":"antonyye","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3464817662142392","idStr":"3464817662142392"},"content":"该票会跌至100一下…。","text":"该票会跌至100一下…。","html":"该票会跌至100一下…。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}