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- 一切皆有可能1688一切皆有可能1688
  ·07-09
  $特斯拉(TSLA)$ 马斯克这推文发了后股价马上有反应了
  5,279 2
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- 一切皆有可能1688一切皆有可能1688
  ·07-06
  $特斯拉(TSLA)$ 马斯克已正式提交了注册“美国党”的文件。
  1,185 评论
  2
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- 一切皆有可能1688一切皆有可能1688
  ·07-04
  说说你对这篇新闻的看法...
  马斯克"觉醒"太晚？特朗普"大漂亮法案"将重创特斯拉“卖碳收入”
  特朗普"大漂亮法案"废除碳排放积分交易关键规则，将企业燃油经济性标准罚款设为零，消除传统车企购买特斯拉碳积分的动力。2024年特斯拉碳积分收入达28亿美元，占净利润39%，约四分之三的碳积分收入来自美国市场。一季度若无碳积分收入，则特斯拉将陷入亏损。一位特斯拉前高管表示，马斯克终于意识到了这一点，但为时已晚。
  马斯克"觉醒"太晚？特朗普"大漂亮法案"将重创特斯拉“卖碳收入”
  619 1
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- 一切皆有可能1688一切皆有可能1688
  ·07-04
  $特斯拉(TSLA)$ 如果减去美国的炭积分收入，特斯拉一季度竟然是亏本的，怪不得马斯克发火
  1,897 1
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- 一切皆有可能1688一切皆有可能1688
  ·07-04
  $特斯拉(TSLA)$ 美国炭积分收入没有了是真的
  842 评论
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- 一切皆有可能1688一切皆有可能1688
  ·07-04
  $特斯拉(TSLA)$ GPT分析马斯克发火很可能是因为炭积分收入没了，而不单单是7500美元补贴没了
  2,269 评论
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- 一切皆有可能1688一切皆有可能1688
  ·06-13
  $英特尔(INTC)$ 以色列炸伊朗的影响
  1,186 1
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- 一切皆有可能1688一切皆有可能1688
  ·05-23
  $英特尔(INTC)$ 潜台词：多下点订单给美国本土芯片大厂英特尔…
  1,845 评论
  1
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- 一切皆有可能1688一切皆有可能1688
  ·05-16
  $英特尔(INTC)$ 可能性是存在的
  775 评论
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16:41","market":"us","language":"zh","title":"马斯克\"觉醒\"太晚？特朗普\"大漂亮法案\"将重创特斯拉“卖碳收入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2548365757","media":"华尔街见闻","summary":"特朗普\"大漂亮法案\"废除碳排放积分交易关键规则，将企业燃油经济性标准罚款设为零，消除传统车企购买特斯拉碳积分的动力。2024年特斯拉碳积分收入达28亿美元，占净利润39%，约四分之三的碳积分收入来自美国市场。一季度若无碳积分收入，则特斯拉将陷入亏损。一位特斯拉前高管表示，马斯克终于意识到了这一点，但为时已晚。","content":"<html><head></head><body><blockquote><p>特朗普&#34;大漂亮法案&#34;废除碳排放积分交易关键规则，将企业燃油经济性标准罚款设为零，消除传统车企购买特斯拉碳积分的动力。2024年特斯拉碳积分收入达28亿美元，占净利润39%，约四分之三的碳积分收入来自美国市场。一季度若无碳积分收入，则特斯拉将陷入亏损。一位特斯拉前高管表示，马斯克终于意识到了这一点，但为时已晚。</p></blockquote><p style=\"text-align: left;\">马斯克捐献超过2.5亿美元助力特朗普当选，如今却面临可能令特斯拉损失数十亿美元的政策反噬。特朗普的“大漂亮法案”将严重削弱美国碳排放积分交易体系，而这一体系对特斯拉的盈利能力至关重要。</p><p style=\"text-align: left;\">7月4日，据报道，特朗普的“大漂亮法案”将废除允许电动汽车制造商出售数十亿美元碳排放积分的关键规则。该法案已在周四获得国会最终通过，将送交总统签署。据华尔街见闻文章提及，尽管民主党强力阻击，共和党仍赶在7月4日截止期前通过了法案，白宫称特朗普将于7月4日17时签署法案。</p><p style=\"text-align: left;\">值得注意的是，该法案<strong>将企业平均燃油经济性标准（Cafe）的罚款设定为零，实际上取消了传统汽车制造商购买特斯拉碳排放积分的动力</strong>。今年第一季度，特斯拉碳积分销售收入达5.95亿美元，超过其4.09亿美元的净收入，若无该项收入，则特斯拉将陷入亏损。</p><p style=\"text-align: left;\">除了碳积分收入之外，特斯拉的其他业务也受到“大漂亮法案”的冲击，包括电池制造、超级充电站网络、太阳能屋顶等业务几乎都将失去重要的联邦支持或税收减免。</p><p style=\"text-align: left;\">一位特斯拉前高管表示：&#34;<strong>马斯克终于意识到了这一点，但为时已晚</strong>。&#34;分析指出，这场升级的争斗将共和党议员夹在美国总统和世界首富之间，也暴露了马斯克对特朗普政策影响的预判失误。</p><h2 id=\"id_3450624442\" style=\"text-align: left;\">碳积分收入成特斯拉利润支柱</h2><p style=\"text-align: left;\">碳排放积分交易已成为特斯拉日益重要的收入来源。根据公司财报，2024年特斯拉通过在全球销售碳排放积分获得28亿美元收入，较2023年的18亿美元大幅增长，占其71亿美元年度净利润的39%。自2015年以来，该公司通过此项业务累计获得超过110亿美元收入。</p><p style=\"text-align: left;\">美国有三套并行的排放信贷系统，包括环保署运营的温室气体排放系统、加州基于电动车和混合动力车销售的系统，以及联邦企业平均燃油经济性标准。特朗普“大漂亮法案”直接瞄准Cafe系统。</p><p style=\"text-align: left;\">该系统对燃油效率未达标的汽车制造商进行罚款，同时奖励零排放车辆制造商清洁空气积分，后者可将积分出售给传统汽车制造商以抵消罚款。据知情人士透露，<strong>特斯拉平均约四分之三的碳积分收入来自美国市场</strong>。</p><p style=\"text-align: left;\">据了解特斯拉内部讨论的人士透露，<strong>新预算法案将Cafe标准的罚款设定为零，特斯拉担心传统汽车制造商将因此大幅减少积分购买</strong>。生物多样性中心安全气候交通运动主任Dan Becker表示：</p><blockquote><p style=\"text-align: left;\">&#34;<strong>如果违规没有处罚，就没有理由购买合规积分</strong>。虽然特斯拉通常与竞争对手签署多年合同，影响不会立即显现，但一些合同包含不可抗力条款和立法变化相关条款，可能因特朗普的法案而失效。”</p></blockquote><p style=\"text-align: left;\">一位特斯拉内部人士表示：”<strong>市场长期前景已经崩塌</strong>，特朗普行动如此迅速和激烈，整个项目可能就此消失。&#34;</p><h2 id=\"id_258844693\" style=\"text-align: left;\">多重业务面临政策冲击</h2><p style=\"text-align: left;\">除碳积分收入外，特斯拉的其他业务也将受到特朗普政策议程的冲击。该公司的电池制造、约2600个美国超级充电站网络、太阳能屋顶以及商业和住宅电池储能包业务几乎都将失去重要的联邦支持或税收减免。</p><p style=\"text-align: left;\">特别具有破坏性的是，针对特定电动汽车购买和租赁的7500美元联邦税收抵免将在9月底取消。此外，特朗普不可预测的关税政策将扰乱其供应链，减少其获得重要材料的渠道。一位前特斯拉高管表示：</p><blockquote><p style=\"text-align: left;\">&#34;这不仅仅是Cafe标准问题，而是所有因素的叠加：关税、7500美元消费者税收抵免、制造业税收抵免、充电抵免和住宅太阳能抵免。&#34;</p></blockquote><h2 id=\"id_3171003646\" style=\"text-align: left;\">马斯克反击力度有限，觉醒为时已晚？</h2><p style=\"text-align: left;\">面对威胁其商业帝国的法案，马斯克展开激烈反击。马斯克多次在社交媒体上公开抨击该法案为&#34;可憎之物&#34;，并威胁要用政治捐款针对支持该法案的议员。特朗普反击称，&#34;没有补贴，马斯克可能不得不关门大吉，回到南非老家&#34;。</p><p style=\"text-align: left;\">据华尔街见闻此前文章指出，当地时间7月1日，特朗普在社交媒体炮轰马斯克，称后者获得的（政府电动汽车）补贴可能比历史上任何人都多，如果没有补贴，他可能得关门大吉，“返回南非老家”了。</p><p style=\"text-align: left;\">尽管马斯克拥有庞大的政治捐款资金，但其反击能力似乎有限。商业界的许多马斯克盟友也支持这项将延长个人所得税减免的法案。投资者Keith Rabois表示：&#34;阻止税收上调绝对至关重要。&#34;</p><p style=\"text-align: left;\">一位特斯拉前高管总结道：&#34;<strong>这是糟糕的政策，对特斯拉的盈利能力造成毁灭性打击。马斯克终于意识到了这一点，但为时已晚</strong>。&#34;</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>马斯克\"觉醒\"太晚？特朗普\"大漂亮法案\"将重创特斯拉“卖碳收入”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克\"觉醒\"太晚？特朗普\"大漂亮法案\"将重创特斯拉“卖碳收入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-04 16:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3750430><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普\"大漂亮法案\"废除碳排放积分交易关键规则，将企业燃油经济性标准罚款设为零，消除传统车企购买特斯拉碳积分的动力。2024年特斯拉碳积分收入达28亿美元，占净利润39%，约四分之三的碳积分收入来自美国市场。一季度若无碳积分收入，则特斯拉将陷入亏损。一位特斯拉前高管表示，马斯克终于意识到了这一点，但为时已晚。马斯克捐献超过2.5亿美元助力特朗普当选，如今却面临可能令特斯拉损失数十亿美元的政策反噬。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750430\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4511":"特斯拉概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity 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INC","BK4543":"AI"},"source_url":"https://wallstreetcn.com/articles/3750430","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548365757","content_text":"特朗普\"大漂亮法案\"废除碳排放积分交易关键规则，将企业燃油经济性标准罚款设为零，消除传统车企购买特斯拉碳积分的动力。2024年特斯拉碳积分收入达28亿美元，占净利润39%，约四分之三的碳积分收入来自美国市场。一季度若无碳积分收入，则特斯拉将陷入亏损。一位特斯拉前高管表示，马斯克终于意识到了这一点，但为时已晚。马斯克捐献超过2.5亿美元助力特朗普当选，如今却面临可能令特斯拉损失数十亿美元的政策反噬。特朗普的“大漂亮法案”将严重削弱美国碳排放积分交易体系，而这一体系对特斯拉的盈利能力至关重要。7月4日，据报道，特朗普的“大漂亮法案”将废除允许电动汽车制造商出售数十亿美元碳排放积分的关键规则。该法案已在周四获得国会最终通过，将送交总统签署。据华尔街见闻文章提及，尽管民主党强力阻击，共和党仍赶在7月4日截止期前通过了法案，白宫称特朗普将于7月4日17时签署法案。值得注意的是，该法案将企业平均燃油经济性标准（Cafe）的罚款设定为零，实际上取消了传统汽车制造商购买特斯拉碳排放积分的动力。今年第一季度，特斯拉碳积分销售收入达5.95亿美元，超过其4.09亿美元的净收入，若无该项收入，则特斯拉将陷入亏损。除了碳积分收入之外，特斯拉的其他业务也受到“大漂亮法案”的冲击，包括电池制造、超级充电站网络、太阳能屋顶等业务几乎都将失去重要的联邦支持或税收减免。一位特斯拉前高管表示：\"马斯克终于意识到了这一点，但为时已晚。\"分析指出，这场升级的争斗将共和党议员夹在美国总统和世界首富之间，也暴露了马斯克对特朗普政策影响的预判失误。碳积分收入成特斯拉利润支柱碳排放积分交易已成为特斯拉日益重要的收入来源。根据公司财报，2024年特斯拉通过在全球销售碳排放积分获得28亿美元收入，较2023年的18亿美元大幅增长，占其71亿美元年度净利润的39%。自2015年以来，该公司通过此项业务累计获得超过110亿美元收入。美国有三套并行的排放信贷系统，包括环保署运营的温室气体排放系统、加州基于电动车和混合动力车销售的系统，以及联邦企业平均燃油经济性标准。特朗普“大漂亮法案”直接瞄准Cafe系统。该系统对燃油效率未达标的汽车制造商进行罚款，同时奖励零排放车辆制造商清洁空气积分，后者可将积分出售给传统汽车制造商以抵消罚款。据知情人士透露，特斯拉平均约四分之三的碳积分收入来自美国市场。据了解特斯拉内部讨论的人士透露，新预算法案将Cafe标准的罚款设定为零，特斯拉担心传统汽车制造商将因此大幅减少积分购买。生物多样性中心安全气候交通运动主任Dan Becker表示：\"如果违规没有处罚，就没有理由购买合规积分。虽然特斯拉通常与竞争对手签署多年合同，影响不会立即显现，但一些合同包含不可抗力条款和立法变化相关条款，可能因特朗普的法案而失效。”一位特斯拉内部人士表示：”市场长期前景已经崩塌，特朗普行动如此迅速和激烈，整个项目可能就此消失。\"多重业务面临政策冲击除碳积分收入外，特斯拉的其他业务也将受到特朗普政策议程的冲击。该公司的电池制造、约2600个美国超级充电站网络、太阳能屋顶以及商业和住宅电池储能包业务几乎都将失去重要的联邦支持或税收减免。特别具有破坏性的是，针对特定电动汽车购买和租赁的7500美元联邦税收抵免将在9月底取消。此外，特朗普不可预测的关税政策将扰乱其供应链，减少其获得重要材料的渠道。一位前特斯拉高管表示：\"这不仅仅是Cafe标准问题，而是所有因素的叠加：关税、7500美元消费者税收抵免、制造业税收抵免、充电抵免和住宅太阳能抵免。\"马斯克反击力度有限，觉醒为时已晚？面对威胁其商业帝国的法案，马斯克展开激烈反击。马斯克多次在社交媒体上公开抨击该法案为\"可憎之物\"，并威胁要用政治捐款针对支持该法案的议员。特朗普反击称，\"没有补贴，马斯克可能不得不关门大吉，回到南非老家\"。据华尔街见闻此前文章指出，当地时间7月1日，特朗普在社交媒体炮轰马斯克，称后者获得的（政府电动汽车）补贴可能比历史上任何人都多，如果没有补贴，他可能得关门大吉，“返回南非老家”了。尽管马斯克拥有庞大的政治捐款资金，但其反击能力似乎有限。商业界的许多马斯克盟友也支持这项将延长个人所得税减免的法案。投资者Keith Rabois表示：\"阻止税收上调绝对至关重要。\"一位特斯拉前高管总结道：\"这是糟糕的政策，对特斯拉的盈利能力造成毁灭性打击。马斯克终于意识到了这一点，但为时已晚。\"","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4166832978321180","authorId":"4166832978321180","name":"一切皆有可能1688","avatar":"https://static.tigerbbs.com/5a42667056652abdaeb4afd04c59df7d","crmLevel":9,"crmLevelSwitch":0,"idStr":"4166832978321180","authorIdStr":"4166832978321180"},"content":"没有美国炭积分收入，一季度是亏本的","text":"没有美国炭积分收入，一季度是亏本的","html":"没有美国炭积分收入，一季度是亏本的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":453045182939224,"gmtCreate":1751628710798,"gmtModify":1751634213731,"author":{"id":"4166832978321180","authorId":"4166832978321180","name":"一切皆有可能1688","avatar":"https://static.tigerbbs.com/5a42667056652abdaeb4afd04c59df7d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166832978321180","authorIdStr":"4166832978321180"},"themes":[],"htmlText":"<a 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