Bensen的个人主页 - 老虎社区

Bensen

Bensen

盈利才是真理

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149关注

36粉丝

15主题

0勋章

11-19

看涨

11-16

$英伟达(NVDA)$ 这守英伟达的算是倒了霉，错过了特斯拉和数字货币，还是没躲过大盘高位下跌的拖累

11-07

思维狭隘了，世界上还是有价值观和自由的概念

“影子总统”马斯克：大赌即大赢

11-06

$英伟达(NVDA)$ 市值第一必将实现。代表着美国乃至世界的未来科技进步方向

10-28

$英伟达(NVDA)$ 涨华尔街的定价中铆

10-22

$博通(AVGO)$ 脑子进水了，买了这货

10-08

kmq

Tesla's Robotaxi Day Could Be Good News for Google Stock -- Barrons.com

10-07

$特斯拉(TSLA)$ 跌倒

09-26

$英伟达(NVDA)$ 毫无疑问

09-06

美联储的还是过于谨慎了，降息太晚了，其关注更多是股市的波动，没有前瞻性预防高利率带来的对经济的持续伤害…

策略师：为经济衰退做好准备，美联储恐无力回天

08-30

$苹果(AAPL)$ 能。新品之前，回购不停

08-28

$英伟达(NVDA)$ 必须上

08-23

$英伟达(NVDA)$ 132，预计

08-14

$腾讯控股ADR(TCEHY)$ 黑客号称窃取腾讯十三亿用户数据，目前看来黑客非黑客，是个做空投机者。无所不用其他…

08-14

比较稳健，应该能冲一波

08-14

$特斯拉(TSLA)$ 可以

06-25

$美光科技(MU)$ 上涨一浪即将到来

06-14

$亚马逊(AMZN)$ 涨没份，跌争先！看来在人工智能的赛道上，业界并没有把amzon放在巨头之内

06-14

$亚马逊(AMZN)$ 股价萎靡不振，估计贝索斯又在卖票

06-11

$苹果(AAPL)$ 涨先为劲

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错过特斯拉和数字货币"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368225620230272,"gmtCreate":1730914783372,"gmtModify":1730931643291,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"思维狭隘了，世界上还是有价值观和自由的概念","listText":"思维狭隘了，世界上还是有价值观和自由的概念","text":"思维狭隘了，世界上还是有价值观和自由的概念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368225620230272","repostId":"1155054832","repostType":2,"repost":{"id":"1155054832","pubTimestamp":1730886151,"share":"https://www.laohu8.com/m/news/1155054832?lang=&edition=full","pubTime":"2024-11-06 17:42","market":"us","language":"zh","title":"“影子总统”马斯克：大赌即大赢","url":"https://stock-news.laohu8.com/highlight/detail?id=1155054832","media":"虎嗅APP","summary":"一场美国总统大选，为何对马斯克影响如此之大？胶着之后，马斯克的全盘押注，赢了。今年年初，薪酬方案遭到特拉华州法院的驳回，意味着马斯克的大部分财产处于不确定状态。马斯克倾注心血建立的科技帝国在面临生死关头时，马斯克大赌特朗普。特朗普能够再度入主白宫，其“竞选搭档”马斯克的助力不容小觑。","content":"<html><head></head><body><p>网络上都在调侃，在大选当日，马斯克坐着私人飞机在太平洋中间，决定往哪边飞。</p><p>马斯克也曾在采访中调侃，如果特朗普输了，他可能面临牢狱之灾。一场美国总统大选，为何对马斯克影响如此之大？</p><p>实际上，表面上看是美国总统大选，实则是以马斯克为代表的美国新兴财阀，与犹太人掌控的美国老派财阀之间的对抗。</p><p>胶着之后，马斯克的全盘押注，赢了。</p><p style=\"text-align: left;\"><strong>一、除了亲吻，马斯克能做的都做了</strong></p><p>在竞选活动的冲刺阶段，马斯克不仅慷慨解囊，为特朗普的竞选活动捐赠超过了1亿多美元，还倾注了大量时间，全心全意地为特朗普站台。更进一步的是，马斯克深度参与了竞选策略的规划与实施，还组建了一个与收购推特时相似的团队，通过招募大量拉票人员，每日走访成千上万户家庭，不遗余力地为特朗普争取选民的支持，成为了竞选后期不可或缺的关键人物。</p><p>如果将马斯克的这些行动形容成在“追求”特朗普，那么是钱也花了，时间也付出了，就差当众亲吻了。</p><p style=\"text-align: left;\"><strong>二、重要文献教导我们用本质看问题</strong></p><p>作为全球首富，马斯克属于极少数能够充分享受全球化红利的阶层。即便拥有如此显赫的地位，美国金融业的空心化和社会的极端化所带来的种种问题，也让他的“科技帝国”遭遇了越来越多的阻碍。与特朗普相似，马斯克在决策中同样遵循利益最大化的原则，其背后往往有着巨大的商业利益驱动。而当前，马斯克在民主党阵营中已难以获得任何实质性的利益，不管是造汽车，造飞船，还是登火星，都困难重重。</p><p><strong>· 电动汽车峰会拒绝<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></strong></p><p>拜登曾公开表示将全力推动电动汽车的发展，马斯克起初认为这对特斯拉而言是个利好消息。然而民主党似乎处处与特斯拉为敌，举办电动汽车峰会时，马斯克和特斯拉总是被排除在邀请名单之外。更令人意外的是，拜登在峰会上对<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的CEO大加赞赏，并称通用汽车才是电气化的领头羊，这一举动直接激怒了马斯克，可以说伤害性不大，侮辱性极强。</p><p><strong>· 补贴到不了手</strong></p><p>特斯拉在初期发展时很大程度上依赖于美国的补贴政策，现阶段特斯拉生产了美国近三分之二的电动车，民主党不仅未将补贴给予特斯拉，反而将其发放给了特斯拉的竞争对手燃油车企们。</p><p><strong>· 薪酬方案被拒</strong></p><p>2018年，特斯拉股东批准了558亿美元薪酬方案，但其中一位股东提起诉讼，称马斯克利用了他在董事会的影响力推动这个计划。今年年初，薪酬方案遭到特拉华州法院的驳回，意味着马斯克的大部分财产处于不确定状态。而特拉华州是民主党较为倾向的州，这让马斯克感到非常不爽。</p><p><strong>· 充电设施建设严重滞后</strong></p><p>民主党在基础设施建设方面的表现也令人失望，拜登曾雄心勃勃地宣布1.2万亿美元的基建计划，在全美建设至少50万座充电站，但三年时间过去了，4个州建成并投入运营的只有共7家公共充电站、总计38个充电桩。由于充电设施的严重不足，导致有一半的电动车车主在考虑购买下一辆车时，倾向于重新选择燃油车。</p><p><strong>· 火星梦over</strong></p><p>民主党执政期间，马斯克若想登火星可是件难事，政府利用动物与海洋保护协会一再阻碍星舰的试飞计划，马斯克不得不投入精力研究火箭坠落可能对鲨鱼造成的影响，等研究完鲨鱼，政府又提出了鲸鱼。此外，每26个月，火星与地球之间才会有一次特别对准，为星际航行提供可能。若想在20年内实现登陆火星的目标，20年后的马斯克在73岁高龄时将只剩下9次机会。如果哈里斯赢得大选，他将永远无法到达火星。</p><p>更为雪上加霜的是，拜登还指责SpaceX拒绝雇佣难民和寻求庇护者，这一指责导致马斯克及其公司遭遇了来自美国各部门的重重困扰。司法部以涉嫌歧视为由对SpaceX提起诉讼，美联邦通讯委员会取消了星链项目的补贴，而SpaceX因使用饮用水冷却发射架被环保局处以14万美元的罚款等等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe736f8291ac21d9924fd2b0d39e3b0\" title=\"\" tg-width=\"1000\" tg-height=\"667\"/></p><p>反观，作为一个商人，马斯克all in特朗普，能得到更多的回报，我们可以将特朗普目前所承诺的政策与马斯克所提出的利益诉求相结合来看。</p><p><strong>· 废除拜登电动汽车推广政策</strong></p><p>这一点与特斯拉直接相关。</p><p>特朗普曾承诺，如果再次当选，他将废除拜登政府的电动汽车推广政策。他认为这一政策会对美国汽车产业造成不必要的冲击，损害美国汽车工人的利益，并使中国等车企受益。</p><p>从理论上讲，马斯克可能会对取消电动汽车推广项目的计划持反对意见，但他更可能采取的策略是利用此次选举中获得的地位来影响监管机构，争取放松对特斯拉自动驾驶技术的监管审查，或是维护为特斯拉带来数十亿美元收入的碳积分政策。要知道碳积分已成为特斯拉盈利的关键组成部分，占其总利润的三分之一。美国国家公路交通安全管理局一直对特斯拉的全自动驾驶系统的安全性调查不断，面对这样的监管环境，马斯克促使政府放松对自动驾驶技术的监管要求，甚至推动制定一部全国性的法律来取代当前参差不齐的各州法规，也不是件难事。</p><p>此外，马斯克倾向于支持共和党提出的取消消费者购买电动汽车所享受的税收抵免政策。这一最高可达7500美元的税收抵免，实际上更多地惠及了特斯拉的竞争对手。</p><p><strong>· 登陆火星指日可待</strong></p><p>马斯克一直对NASA将火星探索计划置于月球登陆之后的决策表示强烈不满。他曾表示实现登陆火星的能力乃至人类的未来生存，都取决于特朗普的胜利。特朗普提出的减少政府监管的主张，并多次在竞选活动中誓言，一旦重返白宫，将全力推动美国宇航员登陆火星的计划，这与马斯克的期望不谋而合。</p><p><strong>· X的商业价值将大幅增强</strong></p><p>在马斯克力挺特朗普竞选的过程中，X无疑扮演了“议程设置”的核心角色。此役一旦成功，X作为信息传播平台的影响力将变得无可撼动。而特朗普上台后可能会再次推特治国，也将极大提升X的商业价值和市场地位。</p><p><strong>· 参与政府机构改革</strong></p><p>特朗普提议任命马斯克担任“削减成本部长”一职，虽然马斯克否认自己有政治抱负，但是这一角色可能为马斯克带来高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的特别税收优惠。如果特朗普实施降低亿万富翁所得税及其他税收的政策，马斯克将能享受更为显著的税收减免，这确实是实实在在的经济利益。</p><p>社会问题并非单纯依靠技术就能解决，技术的滥用反而可能引发更多问题。资本主义在运用技术时，首要原则往往是追求利益最大化。马斯克倾注心血建立的科技帝国在面临生死关头时，马斯克大赌特朗普。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4418d5f45b39d71a7a45f5bd26deb85b\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"668\"/></p><p style=\"text-align: left;\"><strong>三、“影子总统”后续如何站队？</strong></p><p>特朗普能够再度入主白宫，其“竞选搭档”马斯克的助力不容小觑。而胜选过后，马斯克会以何种身份加入特朗普的团队，这也引发了外界诸多猜测。</p><p>电视剧《雍正王朝》中，四爷成功继位的当晚，没有在形势不明的宫中过夜，而是迅速回到了自己的家中，处理邬思道。</p><p>好在邬思道是个聪明人，直接表明态度，既说身份不合适，又说风烛残年，才让雍正打消了顾虑。</p><p>当然，将特朗普与马斯克比喻成四爷和邬思道有些过分，但执古之道，以御今之有，能知古始，是谓道纪。</p><p>特朗普向马斯克承诺的利益条款能否逐一实现，马斯克能否在特朗普政府中稳固自己的地位，目前都是未知数，尚需时间的验证。</p><p>目前可知的是，特朗普是一位典型的美国资本家，习惯于在一切场合占据主导地位。而马斯克作为科技界的巨擘，同样以其强势的姿态和百变的人格叱咤风云，并在个人财富上远超特朗普。</p><p>他们之间的潜在交叉点，并不在于业务上的重叠，而在于马斯克是否会挑战特朗普对于美国民众注意力的垄断地位。无论是在执政期间还是从商时期，特朗普一直渴望成为众人瞩目的焦点。因此，马斯克在与特朗普共事时，保持自己鲜明的特点，又不轻易跨越界限，或许能够建立起一种微妙且和谐的关系。</p><p>如此一来，特斯拉的发展壮大，也有了稳固的根基。起码在未来的4-5年内，依然能够领跑全球。</p><p style=\"text-align: left;\"><strong>写在最后</strong></p><p>马斯克的中国粉丝们将他的鲜明个性视为其成功的基石，不少对马斯克的赞誉已经沦为空洞的成功学言论，如果国内的创业者或是粉丝们真想从马斯克身上获得什么有用的启示，那不应该是个性上的，而是商业模式上的。</p><p>马斯克将他的商业模式又成功运用到了美国总统的选举过程中。</p><p>作为世界首富，并控制着一个主流社交媒体平台，马斯克有足够的财力、精力和影响力，来帮助特朗普赢得大选，一个不可忽视的原因是，他能够帮助他，并且这里的帮助是互相的。</p><p>当然，马斯克和特朗普在多个方面有着相似的理念和价值观，重要文献教导我们用本质看问题，他们的利益终究是趋同的。</p><p>恭喜马部长，祝福马斯克。</p></body></html>","source":"lsy1571189977230","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>“影子总统”马斯克：大赌即大赢</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“影子总统”马斯克：大赌即大赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-06 17:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/e2Wr_6pKmSBnO7q4na7peg><strong>虎嗅APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>网络上都在调侃，在大选当日，马斯克坐着私人飞机在太平洋中间，决定往哪边飞。马斯克也曾在采访中调侃，如果特朗普输了，他可能面临牢狱之灾。一场美国总统大选，为何对马斯克影响如此之大？实际上，表面上看是美国总统大选，实则是以马斯克为代表的美国新兴财阀，与犹太人掌控的美国老派财阀之间的对抗。胶着之后，马斯克的全盘押注，赢了。一、除了亲吻，马斯克能做的都做了在竞选活动的冲刺阶段，马斯克不仅慷慨解囊，为特朗普...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/e2Wr_6pKmSBnO7q4na7peg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLA":"特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4516":"特朗普概念","BK4592":"伊斯兰概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/e2Wr_6pKmSBnO7q4na7peg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155054832","content_text":"网络上都在调侃，在大选当日，马斯克坐着私人飞机在太平洋中间，决定往哪边飞。马斯克也曾在采访中调侃，如果特朗普输了，他可能面临牢狱之灾。一场美国总统大选，为何对马斯克影响如此之大？实际上，表面上看是美国总统大选，实则是以马斯克为代表的美国新兴财阀，与犹太人掌控的美国老派财阀之间的对抗。胶着之后，马斯克的全盘押注，赢了。一、除了亲吻，马斯克能做的都做了在竞选活动的冲刺阶段，马斯克不仅慷慨解囊，为特朗普的竞选活动捐赠超过了1亿多美元，还倾注了大量时间，全心全意地为特朗普站台。更进一步的是，马斯克深度参与了竞选策略的规划与实施，还组建了一个与收购推特时相似的团队，通过招募大量拉票人员，每日走访成千上万户家庭，不遗余力地为特朗普争取选民的支持，成为了竞选后期不可或缺的关键人物。如果将马斯克的这些行动形容成在“追求”特朗普，那么是钱也花了，时间也付出了，就差当众亲吻了。二、重要文献教导我们用本质看问题作为全球首富，马斯克属于极少数能够充分享受全球化红利的阶层。即便拥有如此显赫的地位，美国金融业的空心化和社会的极端化所带来的种种问题，也让他的“科技帝国”遭遇了越来越多的阻碍。与特朗普相似，马斯克在决策中同样遵循利益最大化的原则，其背后往往有着巨大的商业利益驱动。而当前，马斯克在民主党阵营中已难以获得任何实质性的利益，不管是造汽车，造飞船，还是登火星，都困难重重。· 电动汽车峰会拒绝特斯拉拜登曾公开表示将全力推动电动汽车的发展，马斯克起初认为这对特斯拉而言是个利好消息。然而民主党似乎处处与特斯拉为敌，举办电动汽车峰会时，马斯克和特斯拉总是被排除在邀请名单之外。更令人意外的是，拜登在峰会上对通用汽车的CEO大加赞赏，并称通用汽车才是电气化的领头羊，这一举动直接激怒了马斯克，可以说伤害性不大，侮辱性极强。· 补贴到不了手特斯拉在初期发展时很大程度上依赖于美国的补贴政策，现阶段特斯拉生产了美国近三分之二的电动车，民主党不仅未将补贴给予特斯拉，反而将其发放给了特斯拉的竞争对手燃油车企们。· 薪酬方案被拒2018年，特斯拉股东批准了558亿美元薪酬方案，但其中一位股东提起诉讼，称马斯克利用了他在董事会的影响力推动这个计划。今年年初，薪酬方案遭到特拉华州法院的驳回，意味着马斯克的大部分财产处于不确定状态。而特拉华州是民主党较为倾向的州，这让马斯克感到非常不爽。· 充电设施建设严重滞后民主党在基础设施建设方面的表现也令人失望，拜登曾雄心勃勃地宣布1.2万亿美元的基建计划，在全美建设至少50万座充电站，但三年时间过去了，4个州建成并投入运营的只有共7家公共充电站、总计38个充电桩。由于充电设施的严重不足，导致有一半的电动车车主在考虑购买下一辆车时，倾向于重新选择燃油车。· 火星梦over民主党执政期间，马斯克若想登火星可是件难事，政府利用动物与海洋保护协会一再阻碍星舰的试飞计划，马斯克不得不投入精力研究火箭坠落可能对鲨鱼造成的影响，等研究完鲨鱼，政府又提出了鲸鱼。此外，每26个月，火星与地球之间才会有一次特别对准，为星际航行提供可能。若想在20年内实现登陆火星的目标，20年后的马斯克在73岁高龄时将只剩下9次机会。如果哈里斯赢得大选，他将永远无法到达火星。更为雪上加霜的是，拜登还指责SpaceX拒绝雇佣难民和寻求庇护者，这一指责导致马斯克及其公司遭遇了来自美国各部门的重重困扰。司法部以涉嫌歧视为由对SpaceX提起诉讼，美联邦通讯委员会取消了星链项目的补贴，而SpaceX因使用饮用水冷却发射架被环保局处以14万美元的罚款等等。反观，作为一个商人，马斯克all in特朗普，能得到更多的回报，我们可以将特朗普目前所承诺的政策与马斯克所提出的利益诉求相结合来看。· 废除拜登电动汽车推广政策这一点与特斯拉直接相关。特朗普曾承诺，如果再次当选，他将废除拜登政府的电动汽车推广政策。他认为这一政策会对美国汽车产业造成不必要的冲击，损害美国汽车工人的利益，并使中国等车企受益。从理论上讲，马斯克可能会对取消电动汽车推广项目的计划持反对意见，但他更可能采取的策略是利用此次选举中获得的地位来影响监管机构，争取放松对特斯拉自动驾驶技术的监管审查，或是维护为特斯拉带来数十亿美元收入的碳积分政策。要知道碳积分已成为特斯拉盈利的关键组成部分，占其总利润的三分之一。美国国家公路交通安全管理局一直对特斯拉的全自动驾驶系统的安全性调查不断，面对这样的监管环境，马斯克促使政府放松对自动驾驶技术的监管要求，甚至推动制定一部全国性的法律来取代当前参差不齐的各州法规，也不是件难事。此外，马斯克倾向于支持共和党提出的取消消费者购买电动汽车所享受的税收抵免政策。这一最高可达7500美元的税收抵免，实际上更多地惠及了特斯拉的竞争对手。· 登陆火星指日可待马斯克一直对NASA将火星探索计划置于月球登陆之后的决策表示强烈不满。他曾表示实现登陆火星的能力乃至人类的未来生存，都取决于特朗普的胜利。特朗普提出的减少政府监管的主张，并多次在竞选活动中誓言，一旦重返白宫，将全力推动美国宇航员登陆火星的计划，这与马斯克的期望不谋而合。· X的商业价值将大幅增强在马斯克力挺特朗普竞选的过程中，X无疑扮演了“议程设置”的核心角色。此役一旦成功，X作为信息传播平台的影响力将变得无可撼动。而特朗普上台后可能会再次推特治国，也将极大提升X的商业价值和市场地位。· 参与政府机构改革特朗普提议任命马斯克担任“削减成本部长”一职，虽然马斯克否认自己有政治抱负，但是这一角色可能为马斯克带来高达数百亿美元的特别税收优惠。如果特朗普实施降低亿万富翁所得税及其他税收的政策，马斯克将能享受更为显著的税收减免，这确实是实实在在的经济利益。社会问题并非单纯依靠技术就能解决，技术的滥用反而可能引发更多问题。资本主义在运用技术时，首要原则往往是追求利益最大化。马斯克倾注心血建立的科技帝国在面临生死关头时，马斯克大赌特朗普。三、“影子总统”后续如何站队？特朗普能够再度入主白宫，其“竞选搭档”马斯克的助力不容小觑。而胜选过后，马斯克会以何种身份加入特朗普的团队，这也引发了外界诸多猜测。电视剧《雍正王朝》中，四爷成功继位的当晚，没有在形势不明的宫中过夜，而是迅速回到了自己的家中，处理邬思道。好在邬思道是个聪明人，直接表明态度，既说身份不合适，又说风烛残年，才让雍正打消了顾虑。当然，将特朗普与马斯克比喻成四爷和邬思道有些过分，但执古之道，以御今之有，能知古始，是谓道纪。特朗普向马斯克承诺的利益条款能否逐一实现，马斯克能否在特朗普政府中稳固自己的地位，目前都是未知数，尚需时间的验证。目前可知的是，特朗普是一位典型的美国资本家，习惯于在一切场合占据主导地位。而马斯克作为科技界的巨擘，同样以其强势的姿态和百变的人格叱咤风云，并在个人财富上远超特朗普。他们之间的潜在交叉点，并不在于业务上的重叠，而在于马斯克是否会挑战特朗普对于美国民众注意力的垄断地位。无论是在执政期间还是从商时期，特朗普一直渴望成为众人瞩目的焦点。因此，马斯克在与特朗普共事时，保持自己鲜明的特点，又不轻易跨越界限，或许能够建立起一种微妙且和谐的关系。如此一来，特斯拉的发展壮大，也有了稳固的根基。起码在未来的4-5年内，依然能够领跑全球。写在最后马斯克的中国粉丝们将他的鲜明个性视为其成功的基石，不少对马斯克的赞誉已经沦为空洞的成功学言论，如果国内的创业者或是粉丝们真想从马斯克身上获得什么有用的启示，那不应该是个性上的，而是商业模式上的。马斯克将他的商业模式又成功运用到了美国总统的选举过程中。作为世界首富，并控制着一个主流社交媒体平台，马斯克有足够的财力、精力和影响力，来帮助特朗普赢得大选，一个不可忽视的原因是，他能够帮助他，并且这里的帮助是互相的。当然，马斯克和特朗普在多个方面有着相似的理念和价值观，重要文献教导我们用本质看问题，他们的利益终究是趋同的。恭喜马部长，祝福马斯克。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367805253398768,"gmtCreate":1730836709771,"gmtModify":1730836712137,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 涨 华尔街的定价中铆","text":"$英伟达(NVDA)$ 涨 华尔街的定价中铆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/365035773325544","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362514168828144,"gmtCreate":1729533810243,"gmtModify":1729548297744,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 脑子进水了，买了这货","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 脑子进水了，买了这货","text":"$博通(AVGO)$ 脑子进水了，买了这货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362514168828144","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192836113353222","authorId":"4192836113353222","name":"evita","avatar":"https://static.tigerbbs.com/946d654d661ac72fd5d4a7d5ce04a8d3","crmLevel":3,"crmLevelSwitch":0,"idStr":"4192836113353222","authorIdStr":"4192836113353222"},"content":"不懂它为什么不涨 基本面那么好","text":"不懂它为什么不涨 基本面那么好","html":"不懂它为什么不涨 基本面那么好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357645202903200,"gmtCreate":1728317696884,"gmtModify":1728317700484,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"kmq","listText":"kmq","text":"kmq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357645202903200","repostId":"2473328100","repostType":2,"repost":{"id":"2473328100","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1728315540,"share":"https://www.laohu8.com/m/news/2473328100?lang=&edition=full","pubTime":"2024-10-07 23:39","market":"sh","language":"en","title":"Tesla's Robotaxi Day Could Be Good News for Google Stock -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2473328100","media":"Dow Jones","summary":"Tesla investors are hoping for something big for the company on Thursday, but its highly anticipated Robotaxi Day will affect more than the electric-vehicle maker's shares.Tesla stakeholders will gather in Hollywood to hear management talk about autonomous-driving technology. Wall Street expects Tesla to unveil a physical robotaxi, maybe providing some driverless rides on a Hollywood lot; review the state of Tesla's self-driving tech, including safety data; describe its planned robotaxi business model; and give some indication of when a Tesla robotaxi might be on roads.Some analysts are hoping for something extra, such as the unveiling of a lower-priced Tesla car, typically referred to as the Model 2.A look at the numbers shows how important this is for the company and the auto industry. Americans drove about 3.2 trillion miles in 2023. If technology can do the driving instead, it would unlock hours of time previously spent with eyes on the road and hundreds of billions in revenue for ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla investors are hoping for something big for the company on Thursday, but its highly anticipated Robotaxi Day will affect more than the electric-vehicle maker's shares. \n</p>\n<p>\n     Tesla stakeholders will gather in Hollywood to hear management talk about autonomous-driving technology. Wall Street expects Tesla to unveil a physical robotaxi, maybe providing some driverless rides on a Hollywood lot; review the state of Tesla's self-driving tech, including safety data; describe its planned robotaxi business model; and give some indication of when a Tesla robotaxi might be on roads. \n</p>\n<p>\n     Some analysts are hoping for something extra, such as the unveiling of a lower-priced Tesla car, typically referred to as the Model 2. \n</p>\n<p>\n     A look at the numbers shows how important this is for the company and the auto industry. Americans drove about 3.2 trillion miles in 2023. If technology can do the driving instead, it would unlock hours of time previously spent with eyes on the road and hundreds of billions in revenue for the company making that possible. \n</p>\n<p>\n     More companies than Tesla, however, stand to benefit from advancing autonomous-driving technology. Several firms can gain from the halo effect created by the Tesla event. \n</p>\n<p>\n     Autonomous vehicles, or \"AVs are now on the road in several metropolitan markets in the U.S. and across the globe,\" wrote KeyBanc analyst Justin Patterson. Several companies, including Alphabet's Waymo, have small and growing robotaxi businesses operating in several cities. \n</p>\n<p>\n     He pointed out that Alphabet stock is trading at a discount to its historical valuation, likely due to antitrust concerns, even though Waymo is completing more than 100,000 self-driving cab rides a week. \"As investors become more comfortable with Waymo, we suspect this could provide more valuation support,\" Patterson said. \n</p>\n<p>\n     If Tesla raises awareness of the potential for robotaxi tech, it could help investors to become more comfortable with Waymo. \n</p>\n<p>\n     Two other firms benefiting from robotaxis are the ride-hailing companies Uber Technologies and Lyft. They have the networks and technology required to integrate robotaxi into their fleets. \n</p>\n<p>\n     \"Uber has been the first to get AV partners on board, with several new partnership announcements since second-quarter earnings,\" Patterson wrote. Those include Waymo, General Motors' Cruise, and Wayve. \"For Lyft, we believe investors will need to see more partners start to come on board to get more comfortable with its AV strategy.\" \n</p>\n<p>\n     Patterson rates Alphabet stock at Buy and has a $200 price target for the shares. His rating and price target for Uber are Buy and $90, respectively. He rates Lyft at Hold and has no target for the price. \n</p>\n<p>\n     Alphabet stock was down 0.1% in early trading Monday. The S&amp;P 500 and Dow Jones Industrial Average were off 0.3% and 0.2%, respectively. Tesla shares dropped 2.2%, while GM shares rose 0.3%. \n</p>\n<p>\n     Uber shares gained 1.6% in response to news that Truist analyst Youssef Squali raised his target for the stock price to $99 from $88 and kept a Buy rating on the company. Lyft shares fell 0.7%. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 07, 2024 11:39 ET (15:39 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Tesla's Robotaxi Day Could Be Good News for Google Stock -- Barrons.com</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\">\nTesla's Robotaxi Day Could Be Good News for Google Stock -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-07 23:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla investors are hoping for something big for the company on Thursday, but its highly anticipated Robotaxi Day will affect more than the electric-vehicle maker's shares. \n</p>\n<p>\n     Tesla stakeholders will gather in Hollywood to hear management talk about autonomous-driving technology. Wall Street expects Tesla to unveil a physical robotaxi, maybe providing some driverless rides on a Hollywood lot; review the state of Tesla's self-driving tech, including safety data; describe its planned robotaxi business model; and give some indication of when a Tesla robotaxi might be on roads. \n</p>\n<p>\n     Some analysts are hoping for something extra, such as the unveiling of a lower-priced Tesla car, typically referred to as the Model 2. \n</p>\n<p>\n     A look at the numbers shows how important this is for the company and the auto industry. Americans drove about 3.2 trillion miles in 2023. If technology can do the driving instead, it would unlock hours of time previously spent with eyes on the road and hundreds of billions in revenue for the company making that possible. \n</p>\n<p>\n     More companies than Tesla, however, stand to benefit from advancing autonomous-driving technology. Several firms can gain from the halo effect created by the Tesla event. \n</p>\n<p>\n     Autonomous vehicles, or \"AVs are now on the road in several metropolitan markets in the U.S. and across the globe,\" wrote KeyBanc analyst Justin Patterson. Several companies, including Alphabet's Waymo, have small and growing robotaxi businesses operating in several cities. \n</p>\n<p>\n     He pointed out that Alphabet stock is trading at a discount to its historical valuation, likely due to antitrust concerns, even though Waymo is completing more than 100,000 self-driving cab rides a week. \"As investors become more comfortable with Waymo, we suspect this could provide more valuation support,\" Patterson said. \n</p>\n<p>\n     If Tesla raises awareness of the potential for robotaxi tech, it could help investors to become more comfortable with Waymo. \n</p>\n<p>\n     Two other firms benefiting from robotaxis are the ride-hailing companies Uber Technologies and Lyft. They have the networks and technology required to integrate robotaxi into their fleets. \n</p>\n<p>\n     \"Uber has been the first to get AV partners on board, with several new partnership announcements since second-quarter earnings,\" Patterson wrote. Those include Waymo, General Motors' Cruise, and Wayve. \"For Lyft, we believe investors will need to see more partners start to come on board to get more comfortable with its AV strategy.\" \n</p>\n<p>\n     Patterson rates Alphabet stock at Buy and has a $200 price target for the shares. His rating and price target for Uber are Buy and $90, respectively. He rates Lyft at Hold and has no target for the price. \n</p>\n<p>\n     Alphabet stock was down 0.1% in early trading Monday. The S&amp;P 500 and Dow Jones Industrial Average were off 0.3% and 0.2%, respectively. Tesla shares dropped 2.2%, while GM shares rose 0.3%. \n</p>\n<p>\n     Uber shares gained 1.6% in response to news that Truist analyst Youssef Squali raised his target for the stock price to $99 from $88 and kept a Buy rating on the company. Lyft shares fell 0.7%. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 07, 2024 11:39 ET (15:39 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4536":"外卖概念","LU0823414478.USD":"法巴经典能源转换基金","SG9999015978.USD":"利安颠覆性创新基金A","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4535":"淡马锡持仓","UBER":"优步","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4538":"云计算","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LYFT":"Lyft, Inc.","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","GOOG":"谷歌","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4230":"旅客陆运","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","GOOGL":"谷歌A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4534":"瑞士信贷持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473328100","content_text":"Al Root \n\n\n  Tesla investors are hoping for something big for the company on Thursday, but its highly anticipated Robotaxi Day will affect more than the electric-vehicle maker's shares. \n\n\n     Tesla stakeholders will gather in Hollywood to hear management talk about autonomous-driving technology. Wall Street expects Tesla to unveil a physical robotaxi, maybe providing some driverless rides on a Hollywood lot; review the state of Tesla's self-driving tech, including safety data; describe its planned robotaxi business model; and give some indication of when a Tesla robotaxi might be on roads. \n\n\n     Some analysts are hoping for something extra, such as the unveiling of a lower-priced Tesla car, typically referred to as the Model 2. \n\n\n     A look at the numbers shows how important this is for the company and the auto industry. Americans drove about 3.2 trillion miles in 2023. If technology can do the driving instead, it would unlock hours of time previously spent with eyes on the road and hundreds of billions in revenue for the company making that possible. \n\n\n     More companies than Tesla, however, stand to benefit from advancing autonomous-driving technology. Several firms can gain from the halo effect created by the Tesla event. \n\n\n     Autonomous vehicles, or \"AVs are now on the road in several metropolitan markets in the U.S. and across the globe,\" wrote KeyBanc analyst Justin Patterson. Several companies, including Alphabet's Waymo, have small and growing robotaxi businesses operating in several cities. \n\n\n     He pointed out that Alphabet stock is trading at a discount to its historical valuation, likely due to antitrust concerns, even though Waymo is completing more than 100,000 self-driving cab rides a week. \"As investors become more comfortable with Waymo, we suspect this could provide more valuation support,\" Patterson said. \n\n\n     If Tesla raises awareness of the potential for robotaxi tech, it could help investors to become more comfortable with Waymo. \n\n\n     Two other firms benefiting from robotaxis are the ride-hailing companies Uber Technologies and Lyft. They have the networks and technology required to integrate robotaxi into their fleets. \n\n\n     \"Uber has been the first to get AV partners on board, with several new partnership announcements since second-quarter earnings,\" Patterson wrote. Those include Waymo, General Motors' Cruise, and Wayve. \"For Lyft, we believe investors will need to see more partners start to come on board to get more comfortable with its AV strategy.\" \n\n\n     Patterson rates Alphabet stock at Buy and has a $200 price target for the shares. His rating and price target for Uber are Buy and $90, respectively. He rates Lyft at Hold and has no target for the price. \n\n\n     Alphabet stock was down 0.1% in early trading Monday. The S&P 500 and Dow Jones Industrial Average were off 0.3% and 0.2%, respectively. Tesla shares dropped 2.2%, while GM shares rose 0.3%. \n\n\n     Uber shares gained 1.6% in response to news that Truist analyst Youssef Squali raised his target for the stock price to $99 from $88 and kept a Buy rating on the company. Lyft shares fell 0.7%. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 07, 2024 11:39 ET (15:39 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357539971883232,"gmtCreate":1728292005946,"gmtModify":1728292007554,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 跌倒","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 跌倒","text":"$特斯拉(TSLA)$ 跌倒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357539971883232","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353531287429448,"gmtCreate":1727348128452,"gmtModify":1727348129957,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>毫无疑问","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>毫无疑问","text":"$英伟达(NVDA)$ 毫无疑问","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353531287429448","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346510569701664,"gmtCreate":1725626625600,"gmtModify":1725628329310,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"美联储的还是过于谨慎了，降息太晚了，其关注更多是股市的波动，没有前瞻性预防高利率带来的对经济的持续伤害…","listText":"美联储的还是过于谨慎了，降息太晚了，其关注更多是股市的波动，没有前瞻性预防高利率带来的对经济的持续伤害…","text":"美联储的还是过于谨慎了，降息太晚了，其关注更多是股市的波动，没有前瞻性预防高利率带来的对经济的持续伤害…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346510569701664","repostId":"2465537656","repostType":4,"repost":{"id":"2465537656","pubTimestamp":1725606911,"share":"https://www.laohu8.com/m/news/2465537656?lang=&edition=full","pubTime":"2024-09-06 15:15","market":"us","language":"zh","title":"策略师：为经济衰退做好准备，美联储恐无力回天","url":"https://stock-news.laohu8.com/highlight/detail?id=2465537656","media":"金十数据","summary":"加拿大投资研究公司策略师警告，在经济衰退的情况下，标普500指数将下跌三成。","content":"<html><head></head><body><blockquote><p>加拿大投资研究公司策略师警告，在经济衰退的情况下，标普500指数将下跌三成。</p></blockquote><p>加拿大投资研究公司BCA Research的首席全球策略师Peter Berezin警告，投资者需要为美国经济衰退做准备，随着经济状况恶化，美联储不太可能挽救局面。以下为全文内容。</p><p>如果把一杯温水放在冰箱里，它的温度会逐渐下降。最终水会结冰，从液体变成固体。除了让冰箱里的温度保持在零摄氏度以下，不需要发生任何新的事情就能产生这种“相变”。</p><p>同理的是美联储的紧缩货币政策对经济的影响。随着美联储收紧货币政策，美国经济正在降温，通胀下降和工资增长就是明证。如果美联储放任经济温度持续下降，它就会结冰。</p><p>2022年初，每个失业工人都有两个职位空缺。任何当时失业的人轻而易举就能找到新工作。这阻止了失业率上升。</p><p>如今事情不再那么简单了。职位空缺率已回落至新冠疫情前的水平。那些失去工作的人发现越来越难找到新工作。虽然过去12个月劳动力市场的大量涌入导致失业率上升，但近一半的增长还是是由于失业人数增加。</p><p><strong>劳动力市场疲软将削弱消费者支出。</strong>7月份的个人储蓄率为2.9%，不到2019年的一半。疫情期间的超额储蓄已经耗尽。按通胀调整后计算，收入最低的20%的人的银行存款低于2019年的水平。消费者贷款拖欠率已上升至2010年的水平，那一年的失业率是现在的两倍。</p><p><strong>房地产市场再次出现压力迹象。</strong>住宅建筑商信心在8月份降至今年迄今为止的最低水平。房屋销售疲软。新屋开工和许可已经延期。自今年年初以来，在建住房数量下降了8%以上。</p><p>与过去不同，建筑业的就业人数还没有下降，也许建筑商正在囤积劳动力，但如果住房建设继续疲软，该行业的裁员浪潮将随之而来。</p><p>商业房地产仍然处于低迷状态。写字楼空置率处于历史最高水平，并且仍呈上升趋势。办公楼、公寓、零售和酒店领域的违约率正在攀升。占商业地产贷款大部分的区域性银行将遭受更多损失。</p><p><strong>制造业活动再次放缓。</strong>ISM制造业指数的新订单分项在8月份降至2023年5月以来的最低水平。按实际价值计算，核心资本货物订单在过去两年中一直呈下降趋势。建筑支出得到了《芯片法案》和《通胀削减法案》提供的刺激措施的补贴。虽然绝对值仍然很高，但这一支出已经见顶，并将在未来几个季度下降。</p><p><strong>美联储不太可能挽救局面。</strong>其在2001年1月和2007年9月开始降息仅几个月后，经济就曾陷入衰退。</p><p>市场目前预计美联储将在未来12个月内降息2个百分点以上。只有美联储提供的宽松程度超过市场已经定价的水平，长期债券收益率才会从当前水平大幅下降。这不太可能发生，除非出现经济衰退。</p><p><strong>即使美联储的宽松政策确实超过市场预期，其影响也具有滞后性。</strong>事实上，随着低利率抵押贷款债务的减少，房主支付的平均抵押贷款利率明年几乎肯定会上升，并被高利率抵押贷款所取代。</p><p>在经济衰退的情况下，我们预计<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）的远期市盈率将从21倍降至16倍，盈利预期将从当前水平下降10%。</p><p><strong>这将使标普500指数跌至3800点，较当前水平下跌近三分之一。</strong>相比之下，债券可能会表现良好。我们预计<strong>10年期美国国债收益率将在2025年降至3%。</strong>过去两年，投资者看好股票而不是债券是正确的。但现在，是时候翻转剧本了。</p></body></html>","source":"xnew_highlight","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>策略师：为经济衰退做好准备，美联储恐无力回天</title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=147638&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5596b0c7a5731bf931d7cb480f7ea7fb","relate_stocks":{"SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","OEX":"标普100","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4588":"碎股","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=147638&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465537656","content_text":"加拿大投资研究公司策略师警告，在经济衰退的情况下，标普500指数将下跌三成。加拿大投资研究公司BCA Research的首席全球策略师Peter Berezin警告，投资者需要为美国经济衰退做准备，随着经济状况恶化，美联储不太可能挽救局面。以下为全文内容。如果把一杯温水放在冰箱里，它的温度会逐渐下降。最终水会结冰，从液体变成固体。除了让冰箱里的温度保持在零摄氏度以下，不需要发生任何新的事情就能产生这种“相变”。同理的是美联储的紧缩货币政策对经济的影响。随着美联储收紧货币政策，美国经济正在降温，通胀下降和工资增长就是明证。如果美联储放任经济温度持续下降，它就会结冰。2022年初，每个失业工人都有两个职位空缺。任何当时失业的人轻而易举就能找到新工作。这阻止了失业率上升。如今事情不再那么简单了。职位空缺率已回落至新冠疫情前的水平。那些失去工作的人发现越来越难找到新工作。虽然过去12个月劳动力市场的大量涌入导致失业率上升，但近一半的增长还是是由于失业人数增加。劳动力市场疲软将削弱消费者支出。7月份的个人储蓄率为2.9%，不到2019年的一半。疫情期间的超额储蓄已经耗尽。按通胀调整后计算，收入最低的20%的人的银行存款低于2019年的水平。消费者贷款拖欠率已上升至2010年的水平，那一年的失业率是现在的两倍。房地产市场再次出现压力迹象。住宅建筑商信心在8月份降至今年迄今为止的最低水平。房屋销售疲软。新屋开工和许可已经延期。自今年年初以来，在建住房数量下降了8%以上。与过去不同，建筑业的就业人数还没有下降，也许建筑商正在囤积劳动力，但如果住房建设继续疲软，该行业的裁员浪潮将随之而来。商业房地产仍然处于低迷状态。写字楼空置率处于历史最高水平，并且仍呈上升趋势。办公楼、公寓、零售和酒店领域的违约率正在攀升。占商业地产贷款大部分的区域性银行将遭受更多损失。制造业活动再次放缓。ISM制造业指数的新订单分项在8月份降至2023年5月以来的最低水平。按实际价值计算，核心资本货物订单在过去两年中一直呈下降趋势。建筑支出得到了《芯片法案》和《通胀削减法案》提供的刺激措施的补贴。虽然绝对值仍然很高，但这一支出已经见顶，并将在未来几个季度下降。美联储不太可能挽救局面。其在2001年1月和2007年9月开始降息仅几个月后，经济就曾陷入衰退。市场目前预计美联储将在未来12个月内降息2个百分点以上。只有美联储提供的宽松程度超过市场已经定价的水平，长期债券收益率才会从当前水平大幅下降。这不太可能发生，除非出现经济衰退。即使美联储的宽松政策确实超过市场预期，其影响也具有滞后性。事实上，随着低利率抵押贷款债务的减少，房主支付的平均抵押贷款利率明年几乎肯定会上升，并被高利率抵押贷款所取代。在经济衰退的情况下，我们预计标普500指数（SPX）的远期市盈率将从21倍降至16倍，盈利预期将从当前水平下降10%。这将使标普500指数跌至3800点，较当前水平下跌近三分之一。相比之下，债券可能会表现良好。我们预计10年期美国国债收益率将在2025年降至3%。过去两年，投资者看好股票而不是债券是正确的。但现在，是时候翻转剧本了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343730652475456,"gmtCreate":1724947724292,"gmtModify":1724947725901,"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163509184839100","authorIdStr":"163509184839100"},"themes":[],"htmlText":"<a 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