faysl的个人主页 - 老虎社区

faysl

faysl

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IP属地：山西

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10主题

0勋章

04-30 13:57

买Nokia 吧

04-16

$特斯拉(TSLA)$ bull market waits for no one, all in！

04-15

疯狂的一逼

卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？

04-15

$阿斯麦(ASML)$ 真的服了，一到财报就拉垮，无奈😮‍💨

04-14

石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚

04-14

感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。

04-10

$Lumentum Holdings Inc.(LITE)$ 890卖飞了，大爷的！气死😡

03-22

交易弱点啊，就是我是人类，人性是最大的弱点哈哈

03-20

训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字

03-13

布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些

03-13

新低就加仓呗，maga起来

03-12

这些周边都不错啊，能不能都上架哈哈哈🤣，不过最需要的是那个变色水杯，感觉好酷啊，期待

03-10

这一波行情结束了吧，都100多了，不能入了啊

02-23

懂王又在自己画线了，老鼠仓估计自己弄好了，又要大赚一笔

02-22

新年以来ai题材表现不太好啊，应用层和储存题材在轮动，芯片未来几个月大概率要看女大马上来的财报了

02-18

节后大家都买进去，机构大幅减持，都放进去了

02-18

[财迷] [财迷] [财迷]

特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了

02-13

本来就是割韭菜的成分居多啊，没有现金流，没有return的东西，全靠情绪涨涨跌跌，抗通胀通缩也不是最强，散户大多都靠运气赚的钱靠实力亏。

01-26

$鸣鸣很忙(01768)$ 消费这么拉垮，这哥们ipo时刻不太对啊哈哈

01-08

等等再入场，风这么大，散户都被吹跑了

去老虎APP查看更多动态

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wave!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553912486860176,"gmtCreate":1776267113034,"gmtModify":1776268042100,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"疯狂的一逼","listText":"疯狂的一逼","text":"疯狂的一逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553912486860176","repostId":"2627235381","repostType":4,"repost":{"id":"2627235381","kind":"news","pubTimestamp":1776266100,"share":"https://www.laohu8.com/m/news/2627235381?lang=zh_CN&edition=full","pubTime":"2026-04-15 23:15","market":"us","language":"zh","title":"卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？","url":"https://stock-news.laohu8.com/highlight/detail?id=2627235381","media":"智通财经","summary":"曾经红极一时的“硅谷神鞋” Allbirds正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。智通财经APP获悉，该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨超过400%。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。Allbirds的不同之处，只在于这一次的关键词是AI。","content":"<html><head></head><body><p>曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。</p><h2 id=\"id_1785773711\">从环保鞋到AI云：一场“换赛道式重生”</h2><p>Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。</p><p>该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09f53869893c796608ad0e8b70bd0792\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。</p><h2 id=\"id_3603390556\">为什么市场依然愿意买单？</h2><p>如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。</p><p>过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。</p><p>在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的持续强势，以及<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。</p><p>与此同时，Allbirds本身的市值体量也为这一叙事提供了<a href=\"https://laohu8.com/S/LI\">理想</a>载体。</p><p>在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。</p><p>但市场的热情，并不能消除现实的约束。</p><p>AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。</p><p>正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。</p><h2 id=\"id_1353381574\">历史在重复：只是换了一个名字</h2><p>如果将视角拉长，这一幕并不陌生。</p><p>从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。</p><p>Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。</p><p>更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。</p><p>但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。</p><p>在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。</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\" />\n<title>卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？</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卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 23:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1429080.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。从环保鞋到AI云：一场“换赛道式重生”Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429080.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/6a8642475395bb363eacb86148917e7b","relate_stocks":{"BIRD":"Allbirds, Inc.","BK4146":"鞋类"},"source_url":"http://www.zhitongcaijing.com/content/detail/1429080.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627235381","content_text":"曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。从环保鞋到AI云：一场“换赛道式重生”Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。为什么市场依然愿意买单？如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。英伟达(NVDA.US)的持续强势，以及CoreWeave(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。但市场的热情，并不能消除现实的约束。AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。历史在重复：只是换了一个名字如果将视角拉长，这一幕并不陌生。从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。","news_type":1,"symbols_score_info":{"BIRD":2}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553863154213856,"gmtCreate":1776255065412,"gmtModify":1776255067396,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 真的服了，一到财报就拉垮，无奈😮‍💨","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 真的服了，一到财报就拉垮，无奈😮‍💨","text":"$阿斯麦(ASML)$ 真的服了，一到财报就拉垮，无奈😮‍💨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553863154213856","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553471590725608,"gmtCreate":1776159538614,"gmtModify":1776159541453,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","listText":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","text":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553471590725608","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553471323530032,"gmtCreate":1776159402594,"gmtModify":1776159405196,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","listText":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","text":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553471323530032","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"lilk2road","avatar":"https://static.laohu8.com/picture176","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274811665394","idStr":"3479274811665394"},"content":"确实，利率走向主导一切。","text":"确实，利率走向主导一切。","html":"确实，利率走向主导一切。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552052865837080,"gmtCreate":1775813170584,"gmtModify":1775813236176,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","text":"$Lumentum Holdings Inc.(LITE)$ 890卖飞了，大爷的！气死😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/552052865837080","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3575261823915715","idStr":"3575261823915715"},"content":"我440卖的[开心]","text":"我440卖的[开心]","html":"我440卖的[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545286616457240,"gmtCreate":1774136047949,"gmtModify":1774136050332,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","listText":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","text":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545286616457240","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544517078085904,"gmtCreate":1773964303157,"gmtModify":1773964306371,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","listText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","text":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/544517078085904","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000386","authorId":"9000000000000386","name":"SpencerBroad","avatar":"https://static.tigerbbs.com/b4a3f136c2940878d1661582389317fd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000386","idStr":"9000000000000386"},"content":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","text":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","html":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！"},{"author":{"id":"3479274797184441","authorId":"3479274797184441","name":"Loveuuu","avatar":"https://static.laohu8.com/picture147","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274797184441","idStr":"3479274797184441"},"content":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","text":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","html":"芯片八成英伟达的，雷总该多讲细节别老扯数字！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542091379450640,"gmtCreate":1773372023703,"gmtModify":1773376890653,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","listText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","text":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/542091379450640","isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"jeffry09","avatar":"https://static.laohu8.com/picture158","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802455671","idStr":"3479274802455671"},"content":"HALO最近回报率可能还行，医疗股相对抗跌。","text":"HALO最近回报率可能还行，医疗股相对抗跌。","html":"HALO最近回报率可能还行，医疗股相对抗跌。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542090814162792,"gmtCreate":1773371914399,"gmtModify":1773371916983,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"新低就加仓呗，maga起来","listText":"新低就加仓呗，maga起来","text":"新低就加仓呗，maga起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542090814162792","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541882968213224,"gmtCreate":1773321149802,"gmtModify":1773321152512,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfc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[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533966638453680","repostId":"1132474607","repostType":4,"repost":{"id":"1132474607","kind":"news","pubTimestamp":1771380011,"share":"https://www.laohu8.com/m/news/1132474607?lang=zh_CN&edition=full","pubTime":"2026-02-18 10:00","market":"us","language":"zh","title":"特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1132474607","media":"华尔街见闻","summary":"特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。该公司此前表示预计于4月启动Cybercab的生产。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。然而Cybercab要实现合法上路，仍需跨越重大监管障碍。Cybercab采用与Model Y截然不同的设计理念。","content":"<html><head></head><body><blockquote><p>这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。</p></blockquote><p style=\"text-align: justify;\">特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。<strong>这款双门汽车完全没有方向盘和踏板，标志着该公司在全自动驾驶领域迈出关键一步，但其商业化前景仍取决于监管审批进度。</strong></p><p style=\"text-align: justify;\">特斯拉周二在X平台宣布，首辆生产版Cybercab已在奥斯汀超级工厂下线。马斯克在社交媒体上向团队表示祝贺。该公司此前表示预计于4月启动Cybercab的生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7241094c590c2032186238a73f88a574\" tg-width=\"1024\" tg-height=\"1101\"/></p><p style=\"text-align: justify;\"><strong>这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。</strong>不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。</p><p style=\"text-align: justify;\">然而Cybercab要实现合法上路，仍需跨越重大监管障碍。联邦车辆安全标准是基于人工控制系统制定的，特斯拉需要获得监管机构的特殊豁免才能满足相关要求，目前何时能获得完全路权尚不明确。</p><h2 id=\"d0684f34\">自动驾驶出租车业务仍处早期阶段</h2><p style=\"text-align: justify;\">特斯拉的自动驾驶出租车项目目前主要使用2025款Model Y车型运营，大部分行程仍依赖人类安全监督员。该公司今年1月才开始向公众提供有限数量的无监督乘车服务。</p><p style=\"text-align: justify;\">Cybercab采用与Model Y截然不同的设计理念。这款双门车型完全取消了方向盘和踏板，旨在实现完全自动驾驶。亚马逊旗下的Zoox同样生产专用自动驾驶出租车，仅用于运送乘客。</p><h2 id=\"64930500\">监管审批成为关键挑战</h2><p style=\"text-align: justify;\">由于联邦车辆安全标准在制定时考虑的是人工控制系统，特斯拉可能需要就无法满足的要求向监管机构申请特殊批准。Zoox已获得此类联邦豁免，目前在拉斯维加斯和旧金山运营有限的公共服务。</p><p style=\"text-align: justify;\">销售没有踏板或转向控制装置的汽车不仅需要清除联邦监管障碍，还可能使特斯拉面临各州在车辆登记、保险和自动驾驶汽车运营方面的不同规定。</p><p style=\"text-align: justify;\">另外马斯克表示，消费者将可以选择购买这款车。他在2024年10月的财报电话会议上说：&#34;我们的设计是为自动驾驶优化的。它的成本大约为2.5万美元，你可以独家购买一辆。&#34;</p></body></html>","source":"lsy1762389672944","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>特斯拉首辆Cybercab下线：没有方向盘和踏板的汽车终于来了</title>\n<style 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href=\"https://wallstreetcn.com/articles/3765831\">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/7241094c590c2032186238a73f88a574","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3765831","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132474607","content_text":"这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。特斯拉为其自动驾驶出租车服务专门设计的无人驾驶汽车Cybercab已在得克萨斯州超级工厂下线。这款双门汽车完全没有方向盘和踏板，标志着该公司在全自动驾驶领域迈出关键一步，但其商业化前景仍取决于监管审批进度。特斯拉周二在X平台宣布，首辆生产版Cybercab已在奥斯汀超级工厂下线。马斯克在社交媒体上向团队表示祝贺。该公司此前表示预计于4月启动Cybercab的生产。这款车型专为特斯拉正在起步的自动驾驶出租车业务打造。不同于目前该公司使用的2025款Model Y车型，Cybercab从设计之初就面向完全自动驾驶场景，不配备任何人工驾驶控制装置。然而Cybercab要实现合法上路，仍需跨越重大监管障碍。联邦车辆安全标准是基于人工控制系统制定的，特斯拉需要获得监管机构的特殊豁免才能满足相关要求，目前何时能获得完全路权尚不明确。自动驾驶出租车业务仍处早期阶段特斯拉的自动驾驶出租车项目目前主要使用2025款Model Y车型运营，大部分行程仍依赖人类安全监督员。该公司今年1月才开始向公众提供有限数量的无监督乘车服务。Cybercab采用与Model 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