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明明如晦
明明如晦
·
01-20
$小米集团-W(01810)$
我不明白，为什么大家都在谈论项羽被困于垓下。仿佛这新能源车战场对于我来说，注定了是九死一生。 三年前，我从手机行业踏上征途，开始了跨界造车，生态链万物曾皆可连接。本集团所到之处，粉丝竭诚欢迎，真可谓占尽流量。那种勃勃生机、万物竞发的境界犹在眼前。 短短三年之后，这里竟至于一变，而为我的葬身之地了吗？ 无论怎么讲，发布会热度是流量百万对十万，优势在我！
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明明如晦
明明如晦
·
01-14
疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...
特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？
快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶 功能将彻底取消买断制，后续仅支持按月订阅。为何特斯拉要放弃买断制转向订阅制？此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。
特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？
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明明如晦
明明如晦
·
2025-10-16
$小米集团-W(01810)$
完犊子了[流泪] [流泪]
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明明如晦
明明如晦
·
2025-05-23
特朗普真神经病吧...
特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税
在美国销售的iPhone将在美国制造和生产的。
特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税
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明明如晦
明明如晦
·
2024-12-06
据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板
库克被问加按钮要不要向乔布斯道歉
来源：@经济观察报微博 【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经 海量资讯、精准解读，尽在新浪财经APP
库克被问加按钮要不要向乔布斯道歉
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明明如晦
明明如晦
·
2024-11-29
图里难道不是下降到第四，你丫标题能写成升到第四？
非常抱歉，此主贴已删除
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明明如晦
明明如晦
·
2024-11-21
不看好财报后大涨，买入垂直价差put.[哟哟]
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明明如晦
明明如晦
·
2024-10-04
$特斯拉(TSLA)$
昨天开盘跌的太快，庄家来不及跑，拉高出货今天全跑了
[流泪]
[流泪]
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明明如晦
明明如晦
·
2024-10-01
$英伟达(NVDA)$
$特斯拉(TSLA)$
应该很多人慢慢套现准备资金炒A股这波红利吧...东升西降
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明明如晦
明明如晦
·
2024-09-17
$美的集团(00300)$
落袋平安
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无论怎么讲，发布会热度是流量百万对十万，优势在我！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523825928597944","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521689469744176,"gmtCreate":1768401559795,"gmtModify":1768405088895,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"title":"","htmlText":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","listText":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","text":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521689469744176","repostId":"2603961681","repostType":2,"repost":{"id":"2603961681","kind":"news","pubTimestamp":1768394124,"share":"https://www.laohu8.com/m/news/2603961681?lang=zh_CN&edition=full","pubTime":"2026-01-14 20:35","market":"us","language":"zh","title":"特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？","url":"https://stock-news.laohu8.com/highlight/detail?id=2603961681","media":"快科技","summary":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶 功能将彻底取消买断制，后续仅支持按月订阅。为何特斯拉要放弃买断制转向订阅制？此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。","content":"<html><body><article><p>快科技1月14日消息，<strong>北京时间1月14日下午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。</strong></p><p>据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。</p><p>为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。</p><p>而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260114204423469d152c60l8c9bmwf\"/><p>此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。</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>特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 20:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&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":{"LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TESL":"Simplify Volt TSLA Revolution ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603961681","content_text":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"UFO":0.6,"TSDD":0.6,"TSLI":0.6,"TESL":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489742083317896,"gmtCreate":1760593298150,"gmtModify":1760594448328,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"htmlText":"<a 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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489742083317896","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438129102963152,"gmtCreate":1748000273608,"gmtModify":1748005959807,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"htmlText":"特朗普真神经病吧...","listText":"特朗普真神经病吧...","text":"特朗普真神经病吧...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438129102963152","repostId":"1194830776","repostType":2,"repost":{"id":"1194830776","kind":"news","pubTimestamp":1747999888,"share":"https://www.laohu8.com/m/news/1194830776?lang=zh_CN&edition=full","pubTime":"2025-05-23 19:31","market":"us","language":"zh","title":"特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1194830776","media":"智通财经网","summary":"在美国销售的iPhone将在美国制造和生产的。","content":"<html><head></head><body><p>美国总统特朗普在社交媒体上表示：<strong>我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。</strong></p><p>据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。</p><p style=\"text-align: justify;\">特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”</p><p style=\"text-align: justify;\">特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。</p><p style=\"text-align: justify;\">此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。</p><p style=\"text-align: justify;\">华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出，特朗普此举令投资者情绪转向悲观，尽管面临特朗普施加的关税压力，苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。</p><p style=\"text-align: justify;\">该机构还表示：“尽管苹果已宣布将向美国投资5000亿美元，主要用于人工智能驱动的计划以及产能扩张，但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移，我们认为 iPhone 不可能在短期内，甚至中长期也不可能在美国生产。”</p><p style=\"text-align: justify;\">Wedbush的分析师团队补充道，如果苹果完全在美国生产 iPhone，其价格大约为3,500 美元，甚至远超该价格，生产周期可能为五到十年，这对于这家科技巨头来说是一个“不可行的童话故事”。</p><p style=\"text-align: justify;\">由于不确定性增加，Wedbush的分析师们现在认为，苹果首席执行官蒂姆·库克可能会提高他的政治技巧，并试图“在谈判中应对这种复杂的关税局势，尤其是在今年秋季开始生产iPhone 17 时”。</p><p style=\"text-align: justify;\">苹果全球年销售超2.2亿部iPhone，Counterpoint Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。</p><p style=\"text-align: justify;\">对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。</p><p style=\"text-align: justify;\">华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。</p><p style=\"text-align: justify;\">华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 19:31 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1297115.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普在社交媒体上表示：我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1297115.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/bef220ec799cceb85c01a6a7e534d55d","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1297115.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194830776","content_text":"美国总统特朗普在社交媒体上表示：我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出，特朗普此举令投资者情绪转向悲观，尽管面临特朗普施加的关税压力，苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。该机构还表示：“尽管苹果已宣布将向美国投资5000亿美元，主要用于人工智能驱动的计划以及产能扩张，但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移，我们认为 iPhone 不可能在短期内，甚至中长期也不可能在美国生产。”Wedbush的分析师团队补充道，如果苹果完全在美国生产 iPhone，其价格大约为3,500 美元，甚至远超该价格，生产周期可能为五到十年，这对于这家科技巨头来说是一个“不可行的童话故事”。由于不确定性增加，Wedbush的分析师们现在认为，苹果首席执行官蒂姆·库克可能会提高他的政治技巧，并试图“在谈判中应对这种复杂的关税局势，尤其是在今年秋季开始生产iPhone 17 时”。苹果全球年销售超2.2亿部iPhone，Counterpoint Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378420765425952,"gmtCreate":1733418335097,"gmtModify":1733418338053,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"htmlText":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","listText":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","text":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378420765425952","repostId":"2489510244","repostType":2,"repost":{"id":"2489510244","kind":"news","pubTimestamp":1733404440,"share":"https://www.laohu8.com/m/news/2489510244?lang=zh_CN&edition=full","pubTime":"2024-12-05 21:14","market":"fut","language":"zh","title":"库克被问加按钮要不要向乔布斯道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=2489510244","media":"微博财经-财道工作室","summary":"来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>来源：@经济观察报微博</p><div></div>\n<p cms-style=\"font-L\">【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经</p>\n<div></div>\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</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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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库克被问加按钮要不要向乔布斯道歉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-05 21:14 北京时间 <a href=https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.shtml><strong>微博财经-财道工作室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.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":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","SG9999014906.USD":"大华全球优质成长基金Acc 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