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人间花开
人间花开
·
06-24 14:33
看好Q2财报，直冲500大关
5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”
智通财经APP获悉，在经历长达一年的销售低迷后，特斯拉在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。今年前五个月，特斯拉累计注册量同比增幅达57%。此前的反弹建立在2025年销量大幅下滑的“深坑”之上。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。
5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”
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人间花开
·
05-19
$美国超微公司(AMD)$
246上的车，止损是400，没守住，最后395成交了。接着395上车，下一站550下车。继续持有
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人间花开
·
05-09
$英特尔(INTC)$
英特尔继续看多，相信今年很快接近200了，未来可期，继续持有
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人间花开
·
05-09
$2倍做多AMD ETF-GraniteShares(AMDL)$
我明明知道还要大涨，不过还是要下车，因为我要用钱
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人间花开
·
05-05
$英特尔(INTC)$
继续持有，120到150近在眼前
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人间花开
·
05-01
$美国超微公司(AMD)$
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人间花开
·
04-24
富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650
华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险
周四，特斯拉股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。该机构维持对特斯拉的“买入”评级及505美元目标价。Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。
华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险
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人间花开
·
04-23
$特斯拉(TSLA)$
在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间
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人间花开
·
04-22
要么不罚，要么狠罚，不罚不吸取教训！
异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵
4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元"幽灵外卖"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次"采用暴力、软对抗等手段阻碍监管执法"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。
异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵
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人间花开
·
04-21
这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。
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17:25","market":"us","language":"zh","title":"5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”","url":"https://stock-news.laohu8.com/highlight/detail?id=2645846228","media":"智通财经","summary":"智通财经APP获悉，在经历长达一年的销售低迷后，特斯拉在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。今年前五个月，特斯拉累计注册量同比增幅达57%。此前的反弹建立在2025年销量大幅下滑的“深坑”之上。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。","content":"<html><head></head><body><p style=\"text-align: left;\">6月23日，在经历长达一年的销售低迷后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。</p><p style=\"text-align: left;\">特斯拉的加速回暖给大众汽车等同样面临中国制造商竞争压力的对手带来更大挑战，数据显示，这一势头主要得益于德国、英国等关键市场的强劲增长。今年前五个月，特斯拉累计注册量同比增幅达57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3f29310c23a890f8c74ef45043eb48b\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\">此前的反弹建立在2025年销量大幅下滑的“深坑”之上。2025年全年，特斯拉在涵盖欧盟及英国、挪威等国的欧洲市场新车注册量为238,656辆，同比下降26.9%;仅欧盟范围内，注册量同比降幅更达37.9%，市场份额从2024年的2.3%骤降至1.4%。</p><p style=\"text-align: left;\">去年特斯拉在欧洲大部分地区的需求遭遇显著下滑，部分原因在于首席执行官埃隆·马斯克对欧洲极右翼政党的支持及其与美国总统特朗普的关系引发消费者反弹。</p><p style=\"text-align: left;\">自2025年以来，因美国总统特朗普寻求得到格陵兰岛并在关税问题上对欧盟反复施压，跨大西洋关系持续紧张。由于特朗普与特斯拉CEO埃隆·马斯克关系密切，特斯拉在欧洲市场受到大量消费者抵制。2026年初，马斯克虽已不再与特朗普政府公开关联，但此前政治立场所累积的品牌负面影响仍在持续消化。</p><p style=\"text-align: left;\">此外，缺乏新车型也有所影响。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。主力车型Model 3、Model Y上市多年缺乏焕新，产品老化问题日益突出。且坚守纯电路线，错失了插混车型的增量市场，同时FSD自动驾驶系统在欧洲审批迟迟未通过，技术优势难以发挥。</p><p style=\"text-align: left;\">然而，从2026年2月起步的“V型反弹”扭转了这一颓势。尽管年初1月注册量同比暴跌17%，且已是连续第13个月下滑，但2月特斯拉在欧洲15个地区的注册量达到17,425辆，同比增长10%，这是自2024年12月以来首次实现同比回升。</p><p style=\"text-align: left;\">此后反弹势头逐月增强，4月，特斯拉在欧洲市场注册量同比增长46.5%，其中欧盟市场增幅超过67%;5月则实现翻倍增长。</p><p style=\"text-align: left;\">分析指出，此次反弹更多受益于外部环境的变化。2026年3月，因美国与以色列在伊朗的军事冲突导致欧洲汽油价格急剧上涨，促使消费者加速转向纯电动车。2026年第一季度，欧洲纯电动车市场份额升至20.1%，创历史新高，而2025年同期仅为13.2%。</p><p style=\"text-align: left;\">与此同时，特斯拉于2025年底在欧洲推出更低价位的Model 3标准版(德国起售价37,970欧元)，并于2026年初开始交付，在一定程度上打开了价格敏感型消费者的市场空间。</p><p style=\"text-align: left;\">据安永统计，特斯拉Model Y SUV和Model 3轿车是5月西欧市场最畅销的电动车型。<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>旗下斯柯达品牌的Elroq和Enyaq车型分别位列第三、第四位，其后依次为大众ID.3和中国<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>生产的T03。</p><p style=\"text-align: left;\">中国竞争对手仍是不容忽视的“追赶者”。5月，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>在欧盟的注册量达26,017辆，同比增长158.8%，已超越特斯拉的月度销量;前五个月累计注册量99,578辆，同样领先于特斯拉的89,180辆。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>在欧盟的市场份额从去年同期的1.1%升至5月的2.7%。其他中国品牌同样表现抢眼。</p><p style=\"text-align: left;\">安永指出：“中国汽车制造商正在欧洲市场稳步扩大份额，高性价比的中国车型已成为真正的畅销款，尤其是在南欧国家。”</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\" 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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\">\n5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-23 17:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1457498.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月23日，在经历长达一年的销售低迷后，特斯拉(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。特斯拉的加速回暖给大众汽车...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1457498.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLS":"1倍做空TSLA ETF-Direxion","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4555":"新能源车","TSLT":"2倍做多TSLA ETF-T-Rex","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLW":"TSLA周配息ETF-Roundhill","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1457498.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645846228","content_text":"6月23日，在经历长达一年的销售低迷后，特斯拉(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。特斯拉的加速回暖给大众汽车等同样面临中国制造商竞争压力的对手带来更大挑战，数据显示，这一势头主要得益于德国、英国等关键市场的强劲增长。今年前五个月，特斯拉累计注册量同比增幅达57%。此前的反弹建立在2025年销量大幅下滑的“深坑”之上。2025年全年，特斯拉在涵盖欧盟及英国、挪威等国的欧洲市场新车注册量为238,656辆，同比下降26.9%;仅欧盟范围内，注册量同比降幅更达37.9%，市场份额从2024年的2.3%骤降至1.4%。去年特斯拉在欧洲大部分地区的需求遭遇显著下滑，部分原因在于首席执行官埃隆·马斯克对欧洲极右翼政党的支持及其与美国总统特朗普的关系引发消费者反弹。自2025年以来，因美国总统特朗普寻求得到格陵兰岛并在关税问题上对欧盟反复施压，跨大西洋关系持续紧张。由于特朗普与特斯拉CEO埃隆·马斯克关系密切，特斯拉在欧洲市场受到大量消费者抵制。2026年初，马斯克虽已不再与特朗普政府公开关联，但此前政治立场所累积的品牌负面影响仍在持续消化。此外，缺乏新车型也有所影响。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。主力车型Model 3、Model 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246上的车，止损是400，没守住，最后395成交了。接着395上车，下一站550下车。继续持有","images":[{"img":"https://static.tigerbbs.com/f12a276959ea206f4f5e2b6b1a34f034","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/565940602978696","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"要是1000股一夜之间可以住海景房了，30股，其它的投资特斯拉了，","text":"要是1000股一夜之间可以住海景房了，30股，其它的投资特斯拉了，","html":"要是1000股一夜之间可以住海景房了，30股，其它的投资特斯拉了，"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562201645957280,"gmtCreate":1778287953087,"gmtModify":1778287965134,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 英特尔继续看多，相信今年很快接近200了，未来可期，继续持有","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 英特尔继续看多，相信今年很快接近200了，未来可期，继续持有","text":"$英特尔(INTC)$ 英特尔继续看多，相信今年很快接近200了，未来可期，继续持有","images":[{"img":"https://static.tigerbbs.com/e645271aa4c252fc52089020492189a3","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562201645957280","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562200993509912,"gmtCreate":1778287894525,"gmtModify":1778287897326,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMDL\">$2倍做多AMD ETF-GraniteShares(AMDL)$ </a> 我明明知道还要大涨，不过还是要下车，因为我要用钱","listText":"<a href=\"https://laohu8.com/S/AMDL\">$2倍做多AMD ETF-GraniteShares(AMDL)$ </a> 我明明知道还要大涨，不过还是要下车，因为我要用钱","text":"$2倍做多AMD ETF-GraniteShares(AMDL)$ 我明明知道还要大涨，不过还是要下车，因为我要用钱","images":[{"img":"https://static.tigerbbs.com/b6482ce9509427f753da12ce314526bb","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562200993509912","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560868951902112,"gmtCreate":1777962677481,"gmtModify":1777962680634,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 继续持有，120到150近在眼前","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 继续持有，120到150近在眼前","text":"$英特尔(INTC)$ 继续持有，120到150近在眼前","images":[{"img":"https://static.tigerbbs.com/5a364c95784147885f1ba77b0b8ba4e7","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560868951902112","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559344153765728,"gmtCreate":1777590405944,"gmtModify":1777590408624,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v 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2026年1月份，550到600差不多，我看到550最低，最高650","text":"富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557089911777248","repostId":"2629837415","repostType":2,"repost":{"id":"2629837415","kind":"news","pubTimestamp":1776957061,"share":"https://www.laohu8.com/m/news/2629837415?lang=zh_CN&edition=full","pubTime":"2026-04-23 23:11","market":"us","language":"zh","title":"华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2629837415","media":"智通财经","summary":"周四，特斯拉股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。该机构维持对特斯拉的“买入”评级及505美元目标价。Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。</p><p>罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和间接影响涵盖从SpaceX可能接收多少辆Cybertruck到特斯拉与SpaceX合并的可能性等诸多方面。”该机构维持对特斯拉的“买入”评级及505美元目标价。</p><p>Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。他总结看涨观点时表示：“特斯拉正在转型成为实体人工智能领域的领军企业……路径已经清晰，但这需要更多资本支出。”</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师安德鲁·佩尔科科认为，特斯拉第一季度财报为未来发展奠定了基础。“特斯拉正大力投资以实现其长期的自动驾驶和实体人工智能愿景，我们对此仍充满信心。然而，由于关键实体人工智能项目(自动驾驶出租车和Optimus)的商业化进程比预期更缓慢，我们认为特斯拉股价短期内上涨空间有限。”他补充道。摩根士丹利维持对特斯拉的“持股观望”评级及415美元目标价。</p><p>哈格里夫斯·兰斯当分析师马特·布里茨曼强调，资本支出的显著增加意味着自由现金流至少在未来一两年内将消失——因特斯拉正进入多年建设阶段。布里茨曼表示，当前估值仍严重依赖马斯克推出突破性产品、开拓全新市场的能力。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师科林·兰根认为这份报告包含诸多坏消息。“资本支出现已升至250亿美元，给自由现金流带来压力。运营支出同比增10亿美元，且预计人工智能和新产品支出还将继续增长，但这两项短期内可能都难以带来丰厚回报。”他警告。</p><p>此外，兰根强调，马斯克预计AI5芯片短期内无法实现盈利，Optimus和Semi的产能爬坡预计也将较慢，且Hardware 3车辆需通过改装实现完全自动驾驶(FSD)功能，这需要微型工厂的建设。富国银行对特斯拉的评级为“减持”，目标价125美元。</p><p>Seeking Alpha分析师杰克·鲍曼写道，投资者最初因特斯拉每股收益和营收超出预期而欢呼是正确的——尽管交付量和销售额未达预期。他指出，一家公司若能在销售额不及预期的情况下实现超预期盈利，说明其内部正在改善，这一点至关重要。</p><p>“但我认为，投资者在得知特斯拉将斥资250亿美元用于机器人设施和数据中心建设的消息后，回吐所有涨幅也是正确的——这可能导致特斯拉年底自由现金流为负。”他补充。</p><p>鲍曼强调，真正不明朗的是这项新资本支出的回报时间。“与大型超大规模数据中心公司不同，特斯拉没有足够的自由现金流来覆盖这类支出。回报必须迅速实现，否则股价将继续下跌。”他警告。</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\" 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#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华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-23 23:11 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1432918.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，特斯拉(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1432918.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/4ff460a3c38d8370653067c1948c76ac","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A 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)","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TLA":"GraniteShares Autocallable TSLA ETF","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US 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\"HC\" (HKD) ACC","TSLA":"特斯拉","TSLW":"TSLA周配息ETF-Roundhill","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","META":"Meta Platforms, Inc.","BK4555":"新能源车","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","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","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1432918.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629837415","content_text":"周四，特斯拉(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和间接影响涵盖从SpaceX可能接收多少辆Cybertruck到特斯拉与SpaceX合并的可能性等诸多方面。”该机构维持对特斯拉的“买入”评级及505美元目标价。Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。他总结看涨观点时表示：“特斯拉正在转型成为实体人工智能领域的领军企业……路径已经清晰，但这需要更多资本支出。”摩根士丹利分析师安德鲁·佩尔科科认为，特斯拉第一季度财报为未来发展奠定了基础。“特斯拉正大力投资以实现其长期的自动驾驶和实体人工智能愿景，我们对此仍充满信心。然而，由于关键实体人工智能项目(自动驾驶出租车和Optimus)的商业化进程比预期更缓慢，我们认为特斯拉股价短期内上涨空间有限。”他补充道。摩根士丹利维持对特斯拉的“持股观望”评级及415美元目标价。哈格里夫斯·兰斯当分析师马特·布里茨曼强调，资本支出的显著增加意味着自由现金流至少在未来一两年内将消失——因特斯拉正进入多年建设阶段。布里茨曼表示，当前估值仍严重依赖马斯克推出突破性产品、开拓全新市场的能力。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。富国银行分析师科林·兰根认为这份报告包含诸多坏消息。“资本支出现已升至250亿美元，给自由现金流带来压力。运营支出同比增10亿美元，且预计人工智能和新产品支出还将继续增长，但这两项短期内可能都难以带来丰厚回报。”他警告。此外，兰根强调，马斯克预计AI5芯片短期内无法实现盈利，Optimus和Semi的产能爬坡预计也将较慢，且Hardware 3车辆需通过改装实现完全自动驾驶(FSD)功能，这需要微型工厂的建设。富国银行对特斯拉的评级为“减持”，目标价125美元。Seeking Alpha分析师杰克·鲍曼写道，投资者最初因特斯拉每股收益和营收超出预期而欢呼是正确的——尽管交付量和销售额未达预期。他指出，一家公司若能在销售额不及预期的情况下实现超预期盈利，说明其内部正在改善，这一点至关重要。“但我认为，投资者在得知特斯拉将斥资250亿美元用于机器人设施和数据中心建设的消息后，回吐所有涨幅也是正确的——这可能导致特斯拉年底自由现金流为负。”他补充。鲍曼强调，真正不明朗的是这项新资本支出的回报时间。“与大型超大规模数据中心公司不同，特斯拉没有足够的自由现金流来覆盖这类支出。回报必须迅速实现，否则股价将继续下跌。”他警告。","news_type":1,"symbols_score_info":{"07766":0.6,"MSFT":0.6,"TSDD":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLI":0.6,"TSLZ":0.6,"TSLS":0.6,"TSLY":0.6,"TSYY":0.6,"TSII":0.6,"GOOG":0.6,"TSLR":0.6,"AMZN":0.6,"TSLA":1.98,"TLA":0.6,"TSL":0.6,"META":0.6,"AAPL":0.6,"TESL":0.6,"TSLG":0.6,"TSLW":0.6,"TSLO":0.6,"TSLT":0.6,"TEST":0.6,"NVDA":0.6,"TSLP":0.6}},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556752440418384,"gmtCreate":1776954386543,"gmtModify":1776955269767,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","text":"$特斯拉(TSLA)$ 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556752440418384","isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3569968827736584","idStr":"3569968827736584"},"content":"对 跌到150左右可以开始建仓","text":"对 跌到150左右可以开始建仓","html":"对 跌到150左右可以开始建仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556392898078528,"gmtCreate":1776866686262,"gmtModify":1776866688757,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"要么不罚，要么狠罚，不罚不吸取教训！","listText":"要么不罚，要么狠罚，不罚不吸取教训！","text":"要么不罚，要么狠罚，不罚不吸取教训！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556392898078528","repostId":"1185451818","repostType":2,"repost":{"id":"1185451818","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1776780645,"share":"https://www.laohu8.com/m/news/1185451818?lang=zh_CN&edition=full","pubTime":"2026-04-21 22:10","market":"hk","language":"zh","title":"异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1185451818","media":"行情直击","summary":"4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。","content":"<p><p>4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。</p><p>消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。</p><p>尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵</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异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-04-21 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。</p><p>消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。</p><p>尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185451818","content_text":"4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555828483708472,"gmtCreate":1776733492944,"gmtModify":1776733495629,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","listText":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","text":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555828483708472","isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.laohu8.com/picture159","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274803156147","idStr":"3479274803156147"},"content":"财报前确实不用太紧张。","text":"财报前确实不用太紧张。","html":"财报前确实不用太紧张。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}