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tom33
tom33
·
02-11 10:41
说说你对这篇新闻的看法...
港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市
2月11日，$小米集团-W$涨超4%，新一代SU7预计4月份上市消息面上，2月10日晚间，$小米$集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄$小米$汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。
港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市
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tom33
tom33
·
01-12
输7烧量击败model 3
雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车
格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”
雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车
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tom33
tom33
·
01-06
说说你对这篇新闻的看法...
AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩
智通财经APP获悉，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。小米推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。
AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩
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tom33
tom33
·
2025-12-16
$特斯拉(TSLA)$
真正的无人驾驶运营悄悄来了
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tom33
tom33
·
2025-11-28
$小米集团-W(01810)$
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tom33
tom33
·
2025-11-27
反向操作，大涨1.7%，啪啪打脸[得意]
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tom33
tom33
·
2025-11-25
果然邪恶黑子霉体在不断抗争垂死挣扎在继续黑[开心]
全德汽车俱乐部报告：特斯拉 Model Y 故障率 17.3% 垫底，十年来最差表现
IT之家 11 月 22 日消息，科技媒体 Golem 昨日发布博文，报道称全德汽车俱乐部发布 2026 年 TV 报告，在评估的 110 款车型中，特斯拉 Model Y 以高达 17.3% 的缺陷率排名垫底，创下该车型十年来的最高缺陷记录。报告显示，特斯拉 Model Y 在此次车龄 2-3 年的汽车评估中排名垫底，其缺陷率高达 17.3%。此外，去年排名倒数的特斯拉 Model 3 今年的表现同样“令人失望”，以 13.1% 的缺陷率位列倒数第三，其可靠性问题依然严峻。
全德汽车俱乐部报告：特斯拉 Model Y 故障率 17.3% 垫底，十年来最差表现
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tom33
tom33
·
2025-10-30
$英伟达(NVDA)$
射击之星
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tom33
tom33
·
2025-10-28
$特斯拉(TSLA)$
你买了吗？
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tom33
tom33
·
2025-10-27
$三倍做空半导体ETF-Direxion Daily(SOXS)$
等做多涨到70才能买空
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justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市</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港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市\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\">2026-02-11 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超4%，新一代SU7预计4月份上市</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474bf9bb801e790a33c76d53e7d7dc38\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，2月10日晚间，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄<a href=\"https://laohu8.com/S/81810\">小米</a>汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。</p><p style=\"text-align: justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5780c7a5535cf00e4a784fadddba1aaf","relate_stocks":{"LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) 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ACC","BK1610":"ETF&股票定投概念","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199722919","content_text":"2月11日，小米集团-W涨超4%，新一代SU7预计4月份上市消息面上，2月10日晚间，小米集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄小米汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":520830089839992,"gmtCreate":1768177043644,"gmtModify":1768177056626,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"title":"","htmlText":"输7烧量击败model 3","listText":"输7烧量击败model 3","text":"输7烧量击败model 3","images":[{"img":"https://static.tigerbbs.com/dee8dd564fa3fc03f5eca1244b5b0b62"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/520830089839992","repostId":"2602358942","repostType":2,"repost":{"id":"2602358942","kind":"news","pubTimestamp":1768029110,"share":"https://www.laohu8.com/m/news/2602358942?lang=zh_CN&edition=full","pubTime":"2026-01-10 15:11","market":"us","language":"zh","title":"雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车","url":"https://stock-news.laohu8.com/highlight/detail?id=2602358942","media":"格隆汇","summary":"格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”","content":"<html><body><article><p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 <a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 15:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4551":"寇图资本持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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也能一较高下！ ”","news_type":1,"symbols_score_info":{"TSLA":1.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"content":"su7 销量已经落后一大节","text":"su7 销量已经落后一大节","html":"su7 销量已经落后一大节"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518872292823072,"gmtCreate":1767648068149,"gmtModify":1767648080831,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[{"img":"https://static.tigerbbs.com/dee8dd564fa3fc03f5eca1244b5b0b62"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518872292823072","repostId":"2601885499","repostType":2,"repost":{"id":"2601885499","kind":"news","pubTimestamp":1767613942,"share":"https://www.laohu8.com/m/news/2601885499?lang=zh_CN&edition=full","pubTime":"2026-01-05 19:52","market":"us","language":"zh","title":"AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩","url":"https://stock-news.laohu8.com/highlight/detail?id=2601885499","media":"智通财经","summary":"智通财经APP获悉，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。小米推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。","content":"<html><head></head><body><p>1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。</p><p>随着<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、“蔚小理”、<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争日趋激烈，特斯拉失去了中国市场以及全球最大规模电动汽车制造商的双重头衔，被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>公司超越。</p><p>根据中国乘用车协会的初步统计数据，特斯拉去年从其上海超级汽车工厂出货851,732辆电动汽车，较上年同期下降约7%。其中12月单月为97,171辆，而这仅是2025年第四个出现同比增长步伐的月份。</p><p>值得注意的是，该份最新统计数据未拆分中国出货中出口的占比规模，不过其中大部分车辆在中国市场进行本地销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41853b03093ac97204be09dab2bcd130\" tg-width=\"805\" tg-height=\"447\"/></p><p>上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。</p><p>按2025年全年电动汽车销售/出货口径，特斯拉已把“全球电动汽车(EV/纯电BEV)第一”的榜首位置让给<a href=\"https://laohu8.com/S/01211\">比亚迪</a>，多家媒体与研究机构均据年度交付/销量数据作出这一最新的结论。</p><p>中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。</p><p>虽然市场对于特斯拉估值与基本面前景的展望已经全面转向基于特斯拉独家AI超算体系打造的FSD全自动驾驶、Robotaxi(完全无人自动驾驶出租车)，以及名为“擎天柱”的特斯拉AI人形机器人，但是特斯拉电动车销量与汽车业务基本面并未被削弱到无足轻重，它仍是当前现金流与资产负债表的支柱，也是FSD数据闭环与车队规模的基础(Robotaxi最终也要落到可规模化的车辆产能与运营)。</p><p>更现实的是，在“特斯拉增长叙事换挡”的同时，市场仍会用交付、汽车毛利、价格竞争与区域份额去校准短期盈利与估值安全边际——所以销量对基本面影响更像是从“唯一主线”变成“底盘与约束条件”：销量/毛利决定“现金与投资者资金容错率”，而FSD/Robotaxi/Optimus决定“估值的上行想象力与特斯拉基本面前景天花板”。</p><p>近几周多家媒体与卖方分析师们都直言，特斯拉在交付下滑背景下仍能维持高估值，主要靠投资者们以及“马斯克信徒们”押注其在自动驾驶与机器人上的潜在“平台级”增量利润池;甚至连特斯拉自身对交付的更保守展望，也被一些马斯克信徒解读为“短期汽车业务走弱无碍马斯克仍在大举押注自动驾驶/机器人创收大规模兑现”。</p><p>然而，这并不意味着汽车业务不重要，而是意味着股价的边际定价因子更偏向“什么时候、以何种监管路径、在多大规模上实现可商业化的无人驾驶与Robotaxi”。</p><p>此前这家总部位于美国奥斯汀的大型车企在第三季度交付量出现跳升，主要因为消费者在一项至关重要的美国电动汽车补贴到期前美国消费者们积极抢购电动车;但随着包括美国在内的全球各国缩减电动汽车政策支持，特斯拉所面临的需求疲软挑战仍在持续。此外，尽管马斯克淡出其在西方国家政治领域的高调逆反角色，但是消费者需求疲软仍然是拖累特斯拉全球销量的逆风因素。</p><p>在艰难的一年里(即2025年)，特斯拉将“全球最大规模电动车制造商”的头衔让给了总部位于中国的比亚迪。毋庸置疑的是，特斯拉在中国市场所面临的电动汽车竞争正在不断加剧，比如<a href=\"https://laohu8.com/S/01810\">小米</a>等<a href=\"https://laohu8.com/S/688257\">新锐</a>电动汽车制造商们推出面向未来科技、强调驾驶功能高度智能化的新电动汽车车型，正不断赢得中国消费者青睐。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。按中国汽车技术研究中心与Bloomberg Intelligence的统计数据，小米所推出的YU7运动型多用途车(即YU7 SUV)在中国某些月份甚至已逼近Model Y的销量数据;比如，11月小米YU7售出33,591辆，而Model Y则为33,935辆。</p><p>中国乘用车协会的的初步统计数据还显示，2025年12月全国新能源汽车批发销量——包括插电式混合动力汽车与纯电动汽车，同比小幅增长4%至157万辆。</p><p>按Bloomberg Intelligence基于协会数据的计算，中国全年新能源汽车销量大幅增长约25%。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。</p></body></html>","source":"stock_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>AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 19:52 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1388818.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。随着比亚迪、“蔚小理”、小米等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1388818.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"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","BK4604":"机器人概念","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1388818.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601885499","content_text":"1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。随着比亚迪、“蔚小理”、小米等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争日趋激烈，特斯拉失去了中国市场以及全球最大规模电动汽车制造商的双重头衔，被比亚迪公司超越。根据中国乘用车协会的初步统计数据，特斯拉去年从其上海超级汽车工厂出货851,732辆电动汽车，较上年同期下降约7%。其中12月单月为97,171辆，而这仅是2025年第四个出现同比增长步伐的月份。值得注意的是，该份最新统计数据未拆分中国出货中出口的占比规模，不过其中大部分车辆在中国市场进行本地销售。上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。按2025年全年电动汽车销售/出货口径，特斯拉已把“全球电动汽车(EV/纯电BEV)第一”的榜首位置让给比亚迪，多家媒体与研究机构均据年度交付/销量数据作出这一最新的结论。中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。虽然市场对于特斯拉估值与基本面前景的展望已经全面转向基于特斯拉独家AI超算体系打造的FSD全自动驾驶、Robotaxi(完全无人自动驾驶出租车)，以及名为“擎天柱”的特斯拉AI人形机器人，但是特斯拉电动车销量与汽车业务基本面并未被削弱到无足轻重，它仍是当前现金流与资产负债表的支柱，也是FSD数据闭环与车队规模的基础(Robotaxi最终也要落到可规模化的车辆产能与运营)。更现实的是，在“特斯拉增长叙事换挡”的同时，市场仍会用交付、汽车毛利、价格竞争与区域份额去校准短期盈利与估值安全边际——所以销量对基本面影响更像是从“唯一主线”变成“底盘与约束条件”：销量/毛利决定“现金与投资者资金容错率”，而FSD/Robotaxi/Optimus决定“估值的上行想象力与特斯拉基本面前景天花板”。近几周多家媒体与卖方分析师们都直言，特斯拉在交付下滑背景下仍能维持高估值，主要靠投资者们以及“马斯克信徒们”押注其在自动驾驶与机器人上的潜在“平台级”增量利润池;甚至连特斯拉自身对交付的更保守展望，也被一些马斯克信徒解读为“短期汽车业务走弱无碍马斯克仍在大举押注自动驾驶/机器人创收大规模兑现”。然而，这并不意味着汽车业务不重要，而是意味着股价的边际定价因子更偏向“什么时候、以何种监管路径、在多大规模上实现可商业化的无人驾驶与Robotaxi”。此前这家总部位于美国奥斯汀的大型车企在第三季度交付量出现跳升，主要因为消费者在一项至关重要的美国电动汽车补贴到期前美国消费者们积极抢购电动车;但随着包括美国在内的全球各国缩减电动汽车政策支持，特斯拉所面临的需求疲软挑战仍在持续。此外，尽管马斯克淡出其在西方国家政治领域的高调逆反角色，但是消费者需求疲软仍然是拖累特斯拉全球销量的逆风因素。在艰难的一年里(即2025年)，特斯拉将“全球最大规模电动车制造商”的头衔让给了总部位于中国的比亚迪。毋庸置疑的是，特斯拉在中国市场所面临的电动汽车竞争正在不断加剧，比如小米等新锐电动汽车制造商们推出面向未来科技、强调驾驶功能高度智能化的新电动汽车车型，正不断赢得中国消费者青睐。小米推出的电动汽车产品直接瞄准特斯拉Model 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model Y 以高达 17.3% 的缺陷率排名垫底，创下该车型十年来的最高缺陷记录。</strong></p><p>IT之家注：全德汽车俱乐部，是德国最大的交通协会，其总部位于慕尼黑，是个非营利的法人组织。其测评是以数百万的会员，数千万的汽车车主的权益和安全为出发点，代表着最广泛的欧洲车主，测评结果在欧洲车主中享有非常高的信誉。</p><p>报告显示，特斯拉 Model Y 在此次车龄 2-3 年的汽车评估中排名垫底，其缺陷率高达 17.3%。ADAC 强调，这是过去十年中同年龄段车型录得的最高缺陷值。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251122094013038d163kyxw6c7zc55\"/><p>报告详细指出了 Model Y 的三大高发问题领域：悬架系统、刹车盘以及车辆照明。此外，去年排名倒数的特斯拉 Model 3 今年的表现同样“令人失望”，以 13.1% 的缺陷率位列倒数第三，其可靠性问题依然严峻。</p><p>Mini Cooper SE 以仅 3.5% 的缺陷率高居榜首，成为本次评估中最可靠的电动车型。奥迪 Q4 E-Tron 和菲亚特 500e 也表现优异，缺陷率分别为 4.0% 和 4.2%，位列前茅。大众汽车的 ID.3 和 ID.4/ID.5 车型则处于排名的中游位置。</p><p>TÜV 报告进一步分析了电动汽车普遍存在的共性问题。报告指出，悬架和刹车系统是电动汽车的通病。TÜV 协会总经理约阿希姆・布勒博士解释，一方面，驱动电池的巨大重量对车辆的悬架系统造成了持续的高负荷；另一方面，由于动能回收系统的广泛应用，传统刹车的使用频率大幅降低，这反而可能导致刹车盘锈蚀或性能下降。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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全德汽车俱乐部报告：特斯拉 Model Y 故障率 17.3% 垫底，十年来最差表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-22 09:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511220940169778a612&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 22 日消息，科技媒体 Golem 昨日（11 月 21 日）发布博文，报道称全德汽车俱乐部（ADAC）发布 2026 年 TÜV 报告，在评估的 110 款车型中，特斯拉 Model Y 以高达 17.3% 的缺陷率排名垫底，创下该车型十年来的最高缺陷记录。IT之家注：全德汽车俱乐部，是德国最大的交通协会，其总部位于慕尼黑，是个非营利的法人组织。其测评是以数百万的会员，数千万...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511220940169778a612&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4550":"红杉资本持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) 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4.2%，位列前茅。大众汽车的 ID.3 和 ID.4/ID.5 车型则处于排名的中游位置。TÜV 报告进一步分析了电动汽车普遍存在的共性问题。报告指出，悬架和刹车系统是电动汽车的通病。TÜV 协会总经理约阿希姆・布勒博士解释，一方面，驱动电池的巨大重量对车辆的悬架系统造成了持续的高负荷；另一方面，由于动能回收系统的广泛应用，传统刹车的使用频率大幅降低，这反而可能导致刹车盘锈蚀或性能下降。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494593439888240,"gmtCreate":1761780478788,"gmtModify":1761780480548,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 射击之星","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 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