他配提鞋吗？连马云都_老虎社区_美港股上老虎

他配提鞋吗？连马云都不配，他算老几

段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”

2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。

段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":529103260979360,"tweetId":"529103260979360","gmtCreate":1770211636997,"gmtModify":1770211639607,"author":{"id":3498094960736828,"idStr":"3498094960736828","authorId":3498094960736828,"authorIdStr":"3498094960736828","name":"清水月影","avatar":"https://static.tigerbbs.com/c412f43f937ec502a25521ed80cfd007","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>他配提鞋吗？连马云都不配，他算老几</p></body></html>","htmlText":"<html><head></head><body><p>他配提鞋吗？连马云都不配，他算老几</p></body></html>","text":"他配提鞋吗？连马云都不配，他算老几","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/529103260979360","repostId":2608521233,"repostType":2,"repost":{"id":"2608521233","kind":"news","pubTimestamp":1770197985,"share":"https://www.laohu8.com/m/news/2608521233?lang=zh_CN&edition=full","pubTime":"2026-02-04 17:39","market":"us","language":"zh","title":"段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608521233","media":"大河报","summary":"2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OJGxVBGXWXsD1IUmbic_547vipDQxsiYT14XJc-p69JiIAA/0\"/><p>2月4日，<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、著名投资人段永平在雪球发布了关于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”</p><img src=\"https://inews.gtimg.com/om_bt/O4nySpPnGt9TjLc4uToPGeYN79_VO8ZZCViy3B5XY5NW4AA/0\"/><p>随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。</p><img src=\"https://inews.gtimg.com/om_bt/OzyWZMW44HBFgRaLVAgzP9F4WQQhaDKAfsI8_cgMS6jWoAA/0\"/><p>公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。</p><img src=\"https://inews.gtimg.com/om_bt/OVqSo3e7UNCarJ3IYrTe9voDzo3CeMJ1ct-8fqN17JpRkAA/0\"/><p>段永平</p><p>此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。</p><p>段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。</p><p>目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的<span>净利润</span>为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。</p><p>汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。</p><p>特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。</p><p>2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。</p><p>————————————</p><p>来   源：界面新闻、每日经济新闻</p><p>编   辑：王  聪</p><p>校   对：周文娟</p><p>值班主任：钟玉芹</p><p>审   核：施一楠</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>段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”</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段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 17:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&s=b><strong>大河报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&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":{"TSLR":"2倍做多TSLA ETF-GraniteShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4581":"高盛持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4543":"AI","TSLS":"1倍做空TSLA ETF-Direxion","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLT":"2倍做多TSLA ETF-T-Rex","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4534":"瑞士信贷持仓","TSLW":"TSLA周配息ETF-Roundhill","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLY":"TSLA期权收益策略ETF-YieldMax","LU0823411888.USD":"法巴消费创新基金 Cap","BK4516":"特朗普概念","TSLZ":"2倍做空TSLA ETF-T-Rex","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4592":"伊斯兰概念","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","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","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4555":"新能源车","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","UFO":"Procure Space ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","TESL":"Simplify Volt TSLA Revolution ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","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","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) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","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","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSDD":"2倍做空TSLA ETF-GraniteShares","TSLA":"特斯拉","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","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","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","BK4604":"机器人概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSII":"REX TSLA Growth & Income ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLI":"2倍做多TSLA ETF-ProShares","BK4612":"AI芯片","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07766":"南方两倍做多特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4574":"无人驾驶","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLQ":"2倍做空TSLA ETF-Tradr"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608521233","content_text":"2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的净利润为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。————————————来   源：界面新闻、每日经济新闻编   辑：王  聪校   对：周文娟值班主任：钟玉芹审   核：施一楠","news_type":1,"symbols_score_info":{"TSLG":0.6,"TSLO":0.6,"TSLT":0.6,"TSYY":0.6,"TSII":0.6,"TSLQ":0.6,"TSLA":1.96,"TSLY":0.6,"UFO":0.6,"TESL":0.6,"TSLS":0.6,"TSLR":0.6,"TSLP":0.6,"TSL":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLW":0.6,"07766":0.6,"TSLI":0.6,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":95,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}