特斯拉熄火夫斯基的个人主页 - 老虎社区

特斯拉熄火夫斯基

特斯拉熄火夫斯基

EV to the moon

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特斯拉熄火夫斯基

07:21

Buy buy buy

MicroStrategy联合创始人：如有必要将继续购买加密货币

特斯拉熄火夫斯基

07:19

another one

Form 144 | Salesforce高管 Marc Benioff 拟减持317105股，总价约1.11亿美元

特斯拉熄火夫斯基

07:18

减持风暴

Form 144 | Meta Platforms高管 Mark Zuckerberg 拟减持34472股，总价约2132万美元

特斯拉熄火夫斯基

07:18

hell no

Form 144 | Tempus AI高管Eric Lefkofsky拟减持50万股，总价约1.95千万美元

特斯拉熄火夫斯基

12-11

$特斯拉(TSLA)$ 看到420@上海滩股

特斯拉熄火夫斯基

11-26

大家都赚钱了，然后就花花花

特朗普交易令美联储青睐的通胀指标前景不明美股恐成持续的通胀来源

特斯拉熄火夫斯基

11-22

$MicroStrategy(MSTR)$ MonSTeR

特斯拉熄火夫斯基

11-22

这个时候披露就是为了下跌📉

香橼研究：已经用MicroStrategy空头头寸进行对冲

特斯拉熄火夫斯基

11-22

真牛逼

BTIG看好MicroStrategy比特币购买计划，大幅上调目标价至570美元

特斯拉熄火夫斯基

11-17

可以

Palantir Technologies Inc. CEO Alexander C. Karp sold 6,323,602 Shares.

特斯拉熄火夫斯基

10-25

$特斯拉(TSLA)$ 不具可持续性是对的，但还是要涨的

特斯拉股价创11年来最佳表现，马斯克身价一夜飙升335亿美元

特斯拉熄火夫斯基

10-25

$特斯拉(TSLA)$ 直接感干到300吧[财迷] [财迷] [财迷]

特斯拉熄火夫斯基

10-24

$特斯拉(TSLA)$ 买大买小？买定离手

特斯拉熄火夫斯基

10-22

$老虎证券(TIGR)$ 冲

特斯拉熄火夫斯基

10-22

ai is real

特斯拉熄火夫斯基

10-14

这发布会简直就是哄小孩的，而且还迟到一个小时，白等了

@上海滩股:$特斯拉(TSLA)$ 买公司就是买人！对于特斯拉来说这更是极端明显，不夸张的说，这家公司的全部溢价几乎都来自马斯克，他以前无数次总能化危机为突破口并转化为极速扩张业绩的爆发点，可惜，逐渐的，他今天居然在延期后，3年前念念叨叨的FSD并加持应用的落地项目机器人出租车项目，拿出今天如此糟糕的发布会.科技产品被做成了噱头粉丝见面会.甚至没有主创技术团队的分享和未来实现蓝图，一旦大家逐渐在未来明白这些，那何谈木头姐基金经理说的千亿利润和6W亿市值，一龙已经放弃了2019年的生产地狱的创造精神和2021年对FSD的清晰愿景.… 大家回味吧.

特斯拉熄火夫斯基

10-09

250-350😂😂😂

3 Potential Stock Price Scenarios From Tesla's Upcoming Robotaxi Event

特斯拉熄火夫斯基

10-03

4200 is an outlier

特斯拉熄火夫斯基

09-24

$特斯拉(TSLA)$ 什么时候来个gamma squeeze

特斯拉熄火夫斯基

09-12

结果来了个大反弹，可惜今天没有时间操作$英伟达(NVDA)$

$特斯拉(TSLA)$

@特斯拉熄火夫斯基:$英伟达(NVDA)$ CPI来袭，要断崖了$特斯拉(TSLA)$

去老虎APP查看更多动态

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tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5511ef2cb2c022d189c52f446f7ec97","relate_stocks":{"MSTR":"MicroStrategy","MSTX":"Defiance Daily Target 2X Long MSTR ETF","MSTU":"T-Rex 2X Long MSTR Daily Target 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{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\">\nForm 144 | Salesforce高管 Marc Benioff 拟减持317105股，总价约1.11亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2024-12-19 05:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nSalesforce高管 Marc Benioff 拟于美东时间12月18日出售317105股Salesforce普通股票，总市值约1.11亿美元。过去3个月内，Marc Benioff 未有任何减持记录。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195693437","content_text":"Salesforce高管 Marc Benioff 拟于美东时间12月18日出售317105股Salesforce普通股票，总市值约1.11亿美元。过去3个月内，Marc Benioff 未有任何减持记录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383064919458144,"gmtCreate":1734563932640,"gmtModify":1734563934792,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"减持风暴","listText":"减持风暴","text":"减持风暴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383064919458144","repostId":"1129676136","repostType":2,"repost":{"id":"1129676136","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1734558925,"share":"https://www.laohu8.com/m/news/1129676136?lang=&edition=full","pubTime":"2024-12-19 05:55","market":"us","language":"zh","title":"Form 144 | Meta Platforms高管 Mark Zuckerberg 拟减持34472股，总价约2132万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1129676136","media":"老虎公告助手","summary":"Meta Platforms高管 Mark Zuckerberg 拟于美东时间2024年12月18日出售34472股Meta Platforms普通股票，总市值约2132.6505万美元。","content":"Meta Platforms高管 Mark Zuckerberg 拟于美东时间2024年12月18日出售34472股Meta Platforms普通股票，总市值约2132.6505万美元。","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>Form 144 | Meta Platforms高管 Mark Zuckerberg 拟减持34472股，总价约2132万美元</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; 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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\">\nForm 144 | Meta Platforms高管 Mark Zuckerberg 拟减持34472股，总价约2132万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2024-12-19 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nMeta Platforms高管 Mark Zuckerberg 拟于美东时间2024年12月18日出售34472股Meta Platforms普通股票，总市值约2132.6505万美元。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129676136","content_text":"Meta Platforms高管 Mark Zuckerberg 拟于美东时间2024年12月18日出售34472股Meta Platforms普通股票，总市值约2132.6505万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383118418309304,"gmtCreate":1734563891522,"gmtModify":1734572568696,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"hell no","listText":"hell no","text":"hell no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383118418309304","repostId":"1174106934","repostType":2,"repost":{"id":"1174106934","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1734560733,"share":"https://www.laohu8.com/m/news/1174106934?lang=&edition=full","pubTime":"2024-12-19 06:25","market":"us","language":"zh","title":"Form 144 | Tempus AI高管Eric Lefkofsky拟减持50万股，总价约1.95千万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174106934","media":"老虎公告助手","summary":"Tempus AI高管Eric Lefkofsky拟于美东时间12月18日出售500,000股Tempus AI普通股票，总市值约1.95千万美元。该交易被认为是通过单一交易计划根据《证券交易法》第10b5-1条规定进行。","content":"Tempus AI高管Eric Lefkofsky拟于美东时间12月18日出售500,000股Tempus AI普通股票，总市值约1.95千万美元。该交易被认为是通过单一交易计划根据《证券交易法》第10b5-1条规定进行。","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>Form 144 | Tempus AI高管Eric Lefkofsky拟减持50万股，总价约1.95千万美元</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\">\nForm 144 | Tempus AI高管Eric Lefkofsky拟减持50万股，总价约1.95千万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2024-12-19 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nTempus AI高管Eric Lefkofsky拟于美东时间12月18日出售500,000股Tempus AI普通股票，总市值约1.95千万美元。该交易被认为是通过单一交易计划根据《证券交易法》第10b5-1条规定进行。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174106934","content_text":"Tempus AI高管Eric Lefkofsky拟于美东时间12月18日出售500,000股Tempus AI普通股票，总市值约1.95千万美元。该交易被认为是通过单一交易计划根据《证券交易法》第10b5-1条规定进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380314265260448,"gmtCreate":1733884313624,"gmtModify":1733884315268,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 看到420<a href=\"https://laohu8.com/U/3456496171359250\">@上海滩股 </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 看到420<a href=\"https://laohu8.com/U/3456496171359250\">@上海滩股 </a>&nbsp;","text":"$特斯拉(TSLA)$ 看到420@上海滩股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380314265260448","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375005384306880,"gmtCreate":1732583234820,"gmtModify":1732583236618,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"大家都赚钱了，然后就花花花","listText":"大家都赚钱了，然后就花花花","text":"大家都赚钱了，然后就花花花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375005384306880","repostId":"2486409815","repostType":2,"repost":{"id":"2486409815","kind":"highlight","pubTimestamp":1732579479,"share":"https://www.laohu8.com/m/news/2486409815?lang=&edition=full","pubTime":"2024-11-26 08:04","market":"hk","language":"zh","title":"特朗普交易令美联储青睐的通胀指标前景不明 美股恐成持续的通胀来源","url":"https://stock-news.laohu8.com/highlight/detail?id=2486409815","media":"金融界","summary":"特朗普赢得大选所激发的美股上涨势将给美联储青睐的通胀指标构成上行压力，进而可能令利率维持高位。这一分项汇入美联储官员所密切关注的广义服务业通胀指标，对美联储的政策决定有直接的影响。因市场押注特朗普将会取胜，标普500指数在11月5日总统大选前攀升。经济学家Eliza Winger和Estelle Ou在上周的一份报告中写道，在特朗普政府任下，由于预计商业环境将更加宽松，美股的动能“可能是持续的通胀来源”。","content":"<html><body><div>\n<p>特朗普赢得大选所激发的美股上涨势将给美联储青睐的通胀指标构成上行压力，进而可能令利率维持高位。</p><p>大选后美股的大涨将转化为投资组合管理和投资咨询服务成本的上涨，美国个人消费支出（PCE）物价指数中的这个分项大体跟随市场的波动态势。这一分项汇入美联储官员所密切关注的广义服务业通胀指标，对美联储的政策决定有直接的影响。</p><p>服务业通胀一直是整体PCE指数中一个相对顽固的分项，10月的数据将于周三公布，预计环比走高0.2%，同比上升2.3%。Employ America的执行董事Skanda Amarnath估计，与疫情前趋势相比的超额核心服务业通胀中，美股效应占到了超过三分之一。</p><p><img src=\"https://n.sinaimg.cn/finance/transform/93/w527h366/20241125/ebe8-024f7e338db45aa5ec17685b0dc7a0ae.png\"/></p><p>“要么美股需要回调，要么美联储就将不得不放慢降息步伐，采取略微鹰派的态度，”Amarnath表示。“如果美股本月回调幅度更大，那么很多事情都会变得容易得多。”</p><p>因市场押注特朗普将会取胜，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数在11月5日总统大选前攀升。在特朗普拿下大选后，投资者涌入所谓的特朗普交易 —— 押注他在1月份重返白宫后将实施亲商的政策，推动标普500指数创出纪录高位。</p><p>经济学家们很清楚，周三的PCE数据中，投资组合管理类别将呈现怎样的表现。这是因为PCE数据使用的数据源与政府的生产者价格月度报告使用的数据源类似，后者显示投资组合管理费在10月份环比上涨了3.6%，涨幅为六个月来的最大。</p><p>该分项于2000年代初被纳入政府的价格分析，基于共同基金和资产管理公司提供投资建议而获得的收入变化。该指标往往会比较可靠地追踪美股的走势 —— 滞后大约一个月 —— 因为美股表现更佳也意味着资产管理公司获得的费用更高。</p><p>该指标占总体篮子的1.5%左右，幅度不大，但在市场大幅震荡时，足以左右形势。</p><p><img src=\"https://n.sinaimg.cn/finance/transform/2/w507h295/20241125/1088-80b28b3fd41b1c63f2b13987df099aaa.png\"/></p><p>经济学家Eliza Winger和Estelle Ou在上周的一份报告中写道，在特朗普政府任下，由于预计商业环境将更加宽松，美股的动能“可能是持续的通胀来源”。</p><p>但花旗集团经济学家Veronica Clark表示，对于美股上涨可能持续提振通胀的风险，决策者可能会忽略短期的波动。</p><p>“这不一定是你会忽略的因素，”Clark表示。“但是这个分项的强势不会那么令美联储官员担忧 —— 部分原因是波动性很大，因此在某个时候会出现反转。”</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>特朗普交易令美联储青睐的通胀指标前景不明 美股恐成持续的通胀来源</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特朗普交易令美联储青睐的通胀指标前景不明 美股恐成持续的通胀来源\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-26 08:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/11/26080445672840.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普赢得大选所激发的美股上涨势将给美联储青睐的通胀指标构成上行压力，进而可能令利率维持高位。大选后美股的大涨将转化为投资组合管理和投资咨询服务成本的上涨，美国个人消费支出（PCE）物价指数中的这个分项大体跟随市场的波动态势。这一分项汇入美联储官员所密切关注的广义服务业通胀指标，对美联储的政策决定有直接的影响。服务业通胀一直是整体PCE指数中一个相对顽固的分项，10月的数据将于周三公布，预计环比...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/26080445672840.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","OEX":"标普100","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4504":"桥水持仓","BK4581":"高盛持仓","SSO":"两倍做多标普500ETF","BK4585":"ETF&股票定投概念","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SPY":"标普500ETF"},"source_url":"https://usstock.jrj.com.cn/2024/11/26080445672840.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486409815","content_text":"特朗普赢得大选所激发的美股上涨势将给美联储青睐的通胀指标构成上行压力，进而可能令利率维持高位。大选后美股的大涨将转化为投资组合管理和投资咨询服务成本的上涨，美国个人消费支出（PCE）物价指数中的这个分项大体跟随市场的波动态势。这一分项汇入美联储官员所密切关注的广义服务业通胀指标，对美联储的政策决定有直接的影响。服务业通胀一直是整体PCE指数中一个相对顽固的分项，10月的数据将于周三公布，预计环比走高0.2%，同比上升2.3%。Employ America的执行董事Skanda Amarnath估计，与疫情前趋势相比的超额核心服务业通胀中，美股效应占到了超过三分之一。“要么美股需要回调，要么美联储就将不得不放慢降息步伐，采取略微鹰派的态度，”Amarnath表示。“如果美股本月回调幅度更大，那么很多事情都会变得容易得多。”因市场押注特朗普将会取胜，标普500指数在11月5日总统大选前攀升。在特朗普拿下大选后，投资者涌入所谓的特朗普交易 —— 押注他在1月份重返白宫后将实施亲商的政策，推动标普500指数创出纪录高位。经济学家们很清楚，周三的PCE数据中，投资组合管理类别将呈现怎样的表现。这是因为PCE数据使用的数据源与政府的生产者价格月度报告使用的数据源类似，后者显示投资组合管理费在10月份环比上涨了3.6%，涨幅为六个月来的最大。该分项于2000年代初被纳入政府的价格分析，基于共同基金和资产管理公司提供投资建议而获得的收入变化。该指标往往会比较可靠地追踪美股的走势 —— 滞后大约一个月 —— 因为美股表现更佳也意味着资产管理公司获得的费用更高。该指标占总体篮子的1.5%左右，幅度不大，但在市场大幅震荡时，足以左右形势。经济学家Eliza Winger和Estelle Ou在上周的一份报告中写道，在特朗普政府任下，由于预计商业环境将更加宽松，美股的动能“可能是持续的通胀来源”。但花旗集团经济学家Veronica Clark表示，对于美股上涨可能持续提振通胀的风险，决策者可能会忽略短期的波动。“这不一定是你会忽略的因素，”Clark表示。“但是这个分项的强势不会那么令美联储官员担忧 —— 部分原因是波动性很大，因此在某个时候会出现反转。”\n\n\r\n            责任编辑：栎树","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373518418358672,"gmtCreate":1732230809295,"gmtModify":1732230810564,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> MonSTeR","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> MonSTeR","text":"$MicroStrategy(MSTR)$ MonSTeR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373518418358672","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373469653057912,"gmtCreate":1732218901798,"gmtModify":1732218903600,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"这个时候披露就是为了下跌📉","listText":"这个时候披露就是为了下跌📉","text":"这个时候披露就是为了下跌📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373469653057912","repostId":"1168830635","repostType":2,"repost":{"id":"1168830635","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732201081,"share":"https://www.laohu8.com/m/news/1168830635?lang=&edition=full","pubTime":"2024-11-21 22:58","market":"us","language":"zh","title":"香橼研究：已经用MicroStrategy空头头寸进行对冲","url":"https://stock-news.laohu8.com/highlight/detail?id=1168830635","media":"老虎资讯综合","summary":"11月21日，MicroStrategy盘初股价跳水，涨幅收窄。香橼研究称，虽然仍然看好比特币，但已经用MicroStrategy空头头寸进行了对冲。","content":"<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>盘初股价跳水，香橼研究称，虽然仍然看好比特币，但已经用MicroStrategy空头头寸进行了对冲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4520fa268edf5baff7321f8679ec57ce\" tg-width=\"600\" tg-height=\"434\"/></p><p>同时，比特币跌破96700美元，此前一度涨至98381.49美元创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb476e9af652a112e006b03b0f6ab80\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>香橼研究：已经用MicroStrategy空头头寸进行对冲</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香橼研究：已经用MicroStrategy空头头寸进行对冲\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-21 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>盘初股价跳水，香橼研究称，虽然仍然看好比特币，但已经用MicroStrategy空头头寸进行了对冲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4520fa268edf5baff7321f8679ec57ce\" tg-width=\"600\" tg-height=\"434\"/></p><p>同时，比特币跌破96700美元，此前一度涨至98381.49美元创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb476e9af652a112e006b03b0f6ab80\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"MSTR":"MicroStrategy"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168830635","content_text":"11月21日，MicroStrategy盘初股价跳水，香橼研究称，虽然仍然看好比特币，但已经用MicroStrategy空头头寸进行了对冲。同时，比特币跌破96700美元，此前一度涨至98381.49美元创历史新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373468820500880,"gmtCreate":1732218700443,"gmtModify":1732219297404,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"真牛逼","listText":"真牛逼","text":"真牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373468820500880","repostId":"2485432694","repostType":2,"repost":{"id":"2485432694","kind":"news","pubTimestamp":1732177371,"share":"https://www.laohu8.com/m/news/2485432694?lang=&edition=full","pubTime":"2024-11-21 16:22","market":"us","language":"zh","title":"BTIG看好MicroStrategy比特币购买计划，大幅上调目标价至570美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2485432694","media":"智通财经","summary":"BTIG分析师Andrew Harte赞扬了MicroStrategy的这项计划，并将对MicroStrategy的目标价由290美元大幅上调至570美元。分析师指出，自10月31日以来，MicroStrategy已经通过出售66亿美元股票、并利用所得收益购买了78,980个比特币，共计持有比特币331,200个。这使得MicroStrategy持有的比特币总价值已超过310亿美元。周三早些时候，MicroStrategy表示，将于2029年到期的可转换优先票据的发行规模从17.5亿美元扩大至26亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>(MSTR.US)在10月底宣布了一项名为“21/21”的计划，即在未来三年内筹集420亿美元资金——通过股权和债务各融资210亿美元，以购买更多的比特币。</p><p><strong>BTIG分析师Andrew Harte赞扬了MicroStrategy的这项计划，并将对MicroStrategy的目标价由290美元大幅上调至570美元。</strong>分析师指出，自10月31日以来，MicroStrategy已经通过出售66亿美元股票、并利用所得收益购买了78,980个比特币，共计持有比特币331,200个。数据显示，自10月31日以来，比特币已经上涨了30%以上，至9.4万美元。这使得MicroStrategy持有的比特币总价值已超过310亿美元。</p><p>周三早些时候，MicroStrategy表示，将于2029年到期的可转换优先票据的发行规模从17.5亿美元扩大至26亿美元。分析师表示：“我们认为，该公司管理层在利用波动性筹集额外法定资本以购买比特币方面做得非常出色。”</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>BTIG看好MicroStrategy比特币购买计划，大幅上调目标价至570美元</title>\n<style 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}\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\">\nBTIG看好MicroStrategy比特币购买计划，大幅上调目标价至570美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1213937.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MicroStrategy(MSTR.US)在10月底宣布了一项名为“21/21”的计划，即在未来三年内筹集420亿美元资金——通过股权和债务各融资210亿美元，以购买更多的比特币。BTIG分析师Andrew Harte赞扬了MicroStrategy的这项计划，并将对MicroStrategy的目标价由290美元大幅上调至570美元。分析师指出，自10月31日以来，MicroStrategy已经...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1213937.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"MSTR":"MicroStrategy"},"source_url":"http://www.zhitongcaijing.com/content/detail/1213937.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485432694","content_text":"MicroStrategy(MSTR.US)在10月底宣布了一项名为“21/21”的计划，即在未来三年内筹集420亿美元资金——通过股权和债务各融资210亿美元，以购买更多的比特币。BTIG分析师Andrew Harte赞扬了MicroStrategy的这项计划，并将对MicroStrategy的目标价由290美元大幅上调至570美元。分析师指出，自10月31日以来，MicroStrategy已经通过出售66亿美元股票、并利用所得收益购买了78,980个比特币，共计持有比特币331,200个。数据显示，自10月31日以来，比特币已经上涨了30%以上，至9.4万美元。这使得MicroStrategy持有的比特币总价值已超过310亿美元。周三早些时候，MicroStrategy表示，将于2029年到期的可转换优先票据的发行规模从17.5亿美元扩大至26亿美元。分析师表示：“我们认为，该公司管理层在利用波动性筹集额外法定资本以购买比特币方面做得非常出色。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372107462156568,"gmtCreate":1731855615398,"gmtModify":1731855617430,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372107462156568","repostId":"1124225231","repostType":2,"repost":{"id":"1124225231","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Announcements","home_visible":1,"media_name":"SEC Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1731720017,"share":"https://www.laohu8.com/m/news/1124225231?lang=&edition=full","pubTime":"2024-11-16 09:20","market":"us","language":"en","title":"Palantir Technologies Inc. CEO Alexander C. Karp sold 6,323,602 Shares.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124225231","media":"SEC Track","summary":"Palantir Technologies Inc.'s CEO Alexander C. Karp conducted two sales on November 13, 2024, and November 15, 2024, totaling 6,323,602 shares of company common stock. The average sale prices ranged from $63.10 to $63.1164. After these transactions, the number of shares he holds decreased to 6,432,258 shares. The sell-off by executives might be perceived negatively by the market, and investors should pay close attention.","content":"Palantir Technologies Inc.'s CEO Alexander C. Karp conducted two sales on November 13, 2024, and November 15, 2024, totaling 6,323,602 shares of company common stock. The average sale prices ranged from $63.10 to $63.1164. After these transactions, the number of shares he holds decreased to 6,432,258 shares. The sell-off by executives might be perceived negatively by the market, and investors should pay close attention.","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>Palantir Technologies Inc. CEO Alexander C. Karp sold 6,323,602 Shares.</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\">\nPalantir Technologies Inc. CEO Alexander C. Karp sold 6,323,602 Shares.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">SEC Track </p>\n<p class=\"h-time\">2024-11-16 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nPalantir Technologies Inc.'s CEO Alexander C. Karp conducted two sales on November 13, 2024, and November 15, 2024, totaling 6,323,602 shares of company common stock. The average sale prices ranged from $63.10 to $63.1164. After these transactions, the number of shares he holds decreased to 6,432,258 shares. The sell-off by executives might be perceived negatively by the market, and investors should pay close attention.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124225231","content_text":"Palantir Technologies Inc.'s CEO Alexander C. Karp conducted two sales on November 13, 2024, and November 15, 2024, totaling 6,323,602 shares of company common stock. The average sale prices ranged from $63.10 to $63.1164. After these transactions, the number of shares he holds decreased to 6,432,258 shares. The sell-off by executives might be perceived negatively by the market, and investors should pay close attention.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363948329578688,"gmtCreate":1729864703353,"gmtModify":1729864704490,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不具可持续性是对的，但还是要涨的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不具可持续性是对的，但还是要涨的","text":"$特斯拉(TSLA)$ 不具可持续性是对的，但还是要涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363948329578688","repostId":"2478690535","repostType":2,"repost":{"id":"2478690535","kind":"news","pubTimestamp":1729810269,"share":"https://www.laohu8.com/m/news/2478690535?lang=&edition=full","pubTime":"2024-10-25 06:51","market":"hk","language":"zh","title":"特斯拉股价创11年来最佳表现，马斯克身价一夜飙升335亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2478690535","media":"智通财经","summary":"智通财经APP获悉，周四，特斯拉股价飙升近22%，收于260.48美元，创下自2013年以来的最佳单日表现。这一上涨抹去了特斯拉今年的亏损，使其在2024年累计上涨3%，尽管仍落后于纳斯达克指数22%的涨幅。周三晚间，特斯拉报告了251.8亿美元的营收，低于分析师预计的253.7亿美元，但同比增长了8%。特斯拉的收益还受益于其全自动驾驶系统。多年来，马斯克承诺为特斯拉推出一项能够将其汽车转变为机器人出租车的软件升级，但这一承诺至今尚未兑现。","content":"<html><head></head><body><p>智通财经APP获悉，周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价飙升近22%，收于260.48美元，创下自2013年以来的最佳单日表现。这一涨幅源于公司发布了好于预期的财报。这一上涨抹去了特斯拉今年的亏损，使其在2024年累计上涨3%，尽管仍落后于纳斯达克指数22%的涨幅。</p><p>马斯克的净资产也在一日之内猛增335亿美元，进一步扩大了这位全球首富在彭博亿万富豪排行榜上的领先优势。</p><p>周三晚间，特斯拉报告了251.8亿美元的营收，低于分析师预计的253.7亿美元，但同比增长了8%。此外，特斯拉调整后的每股收益为72美分，远超分析师预期的58美分。</p><p>第三季度，特斯拉的利润率因环境监管积分带来的7.39亿美元营收得到提振，但<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师指出，这可能是“不具可持续性”的收益和现金流来源。</p><p>汽车制造商每年都需要获得一定数量的监管积分，如果无法达到要求，他们可以从其他公司购买这些积分。由于特斯拉专注于生产电动车，因此积累了大量的积分，可以出售给其他公司。</p><p>特斯拉的收益还受益于其全自动驾驶系统(FSD)。首席财务官Vaibhav Taneja在财报电话会上表示，在Cybertruck推出FSD以及新增“Actually Smart Summon”功能后，FSD在本季度贡献了3.26亿美元的收入。</p><p>首席执行官马斯克在电话会议中表示，他的“最佳猜测”是明年“汽车增长”将达到20%到30%，他提到“更低成本的车辆”和“自动驾驶的到来”将是推动因素。根据FactSet的调查，分析师预计2025年的交付增长大约为15%。</p><p>尽管<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的分析师对马斯克的预测持怀疑态度，他们在财报后的报告中写道：“我们依然较为保守，预计增长在10%-15%之间(约为203万辆)，”假设特斯拉能够推出一款补贴后售价低于3万美元的Model Y版本以及其他小型SUV的变种。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的分析师也建议买入特斯拉股票，他们称马斯克2025年车辆交付增长的预测是“有可能的”，并将他们的预测定在14%。他们在周四的报告中写道：“这一切显然取决于公司能否通过推出更廉价的车型(下一代)、提供融资方案以及改进功能来提升可负担性。”</p><p>马斯克在周三的电话会议上表示，特斯拉计划在2026年底前开始生产其新发布的Cybercab，一款带蝴蝶门、没有方向盘或踏板的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车。他还表示，特斯拉计划明年在加州和德州提供无人驾驶出租车服务，使用现有车型，尽管这些车辆目前仍需要一名驾驶员随时准备接管方向盘或刹车。</p><p>伯恩斯坦的分析师对特斯拉持悲观态度，给出了120美元的目标股价。他们在周四的一份报告中写道：“特斯拉的电话会议充满了乐观情绪，马斯克的预测再次引发了多空双方的分歧，会议更像是一场鼓舞士气的集会，公司只回答了来自卖方分析师的两个问题。”</p><p>多年来，马斯克承诺为特斯拉推出一项能够将其汽车转变为机器人出租车的软件升级，但这一承诺至今尚未兑现。自2017年以来，马斯克还承诺推出一款改版的Tesla Roadster，但这款车的设计仍未完成。</p><p>伯恩斯坦的分析师写道：“我们依然难以看到特斯拉能够克服技术和监管障碍，实现对现有四级机器人出租车的超越，并且我们认为完全无人监管的全自动驾驶还需要数年时间才能实现。”他们指出，马斯克在FSD上的“过于乐观历史”，并引用了众包研究表明“特斯拉在机器人出租车领域仍然远远落后于竞争对手”。</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\">\n特斯拉股价创11年来最佳表现，马斯克身价一夜飙升335亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 06:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1199451.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周四，特斯拉(TSLA.US)股价飙升近22%，收于260.48美元，创下自2013年以来的最佳单日表现。这一涨幅源于公司发布了好于预期的财报。这一上涨抹去了特斯拉今年的亏损，使其在2024年累计上涨3%，尽管仍落后于纳斯达克指数22%的涨幅。马斯克的净资产也在一日之内猛增335亿美元，进一步扩大了这位全球首富在彭博亿万富豪排行榜上的领先优势。周三晚间，特斯拉报告了251.8...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199451.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c012e3448a6376b187cd5766c4da4950","relate_stocks":{"BK4527":"明星科技股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4588":"碎股","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4574":"无人驾驶","SG9999015978.USD":"利安颠覆性创新基金A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH 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\"AMH2\" (AUDHDG) H2 INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1199451.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478690535","content_text":"智通财经APP获悉，周四，特斯拉(TSLA.US)股价飙升近22%，收于260.48美元，创下自2013年以来的最佳单日表现。这一涨幅源于公司发布了好于预期的财报。这一上涨抹去了特斯拉今年的亏损，使其在2024年累计上涨3%，尽管仍落后于纳斯达克指数22%的涨幅。马斯克的净资产也在一日之内猛增335亿美元，进一步扩大了这位全球首富在彭博亿万富豪排行榜上的领先优势。周三晚间，特斯拉报告了251.8亿美元的营收，低于分析师预计的253.7亿美元，但同比增长了8%。此外，特斯拉调整后的每股收益为72美分，远超分析师预期的58美分。第三季度，特斯拉的利润率因环境监管积分带来的7.39亿美元营收得到提振，但摩根大通分析师指出，这可能是“不具可持续性”的收益和现金流来源。汽车制造商每年都需要获得一定数量的监管积分，如果无法达到要求，他们可以从其他公司购买这些积分。由于特斯拉专注于生产电动车，因此积累了大量的积分，可以出售给其他公司。特斯拉的收益还受益于其全自动驾驶系统(FSD)。首席财务官Vaibhav Taneja在财报电话会上表示，在Cybertruck推出FSD以及新增“Actually Smart Summon”功能后，FSD在本季度贡献了3.26亿美元的收入。首席执行官马斯克在电话会议中表示，他的“最佳猜测”是明年“汽车增长”将达到20%到30%，他提到“更低成本的车辆”和“自动驾驶的到来”将是推动因素。根据FactSet的调查，分析师预计2025年的交付增长大约为15%。尽管德意志银行的分析师对马斯克的预测持怀疑态度，他们在财报后的报告中写道：“我们依然较为保守，预计增长在10%-15%之间(约为203万辆)，”假设特斯拉能够推出一款补贴后售价低于3万美元的Model Y版本以及其他小型SUV的变种。摩根士丹利的分析师也建议买入特斯拉股票，他们称马斯克2025年车辆交付增长的预测是“有可能的”，并将他们的预测定在14%。他们在周四的报告中写道：“这一切显然取决于公司能否通过推出更廉价的车型(下一代)、提供融资方案以及改进功能来提升可负担性。”马斯克在周三的电话会议上表示，特斯拉计划在2026年底前开始生产其新发布的Cybercab，一款带蝴蝶门、没有方向盘或踏板的机器人出租车。他还表示，特斯拉计划明年在加州和德州提供无人驾驶出租车服务，使用现有车型，尽管这些车辆目前仍需要一名驾驶员随时准备接管方向盘或刹车。伯恩斯坦的分析师对特斯拉持悲观态度，给出了120美元的目标股价。他们在周四的一份报告中写道：“特斯拉的电话会议充满了乐观情绪，马斯克的预测再次引发了多空双方的分歧，会议更像是一场鼓舞士气的集会，公司只回答了来自卖方分析师的两个问题。”多年来，马斯克承诺为特斯拉推出一项能够将其汽车转变为机器人出租车的软件升级，但这一承诺至今尚未兑现。自2017年以来，马斯克还承诺推出一款改版的Tesla Roadster，但这款车的设计仍未完成。伯恩斯坦的分析师写道：“我们依然难以看到特斯拉能够克服技术和监管障碍，实现对现有四级机器人出租车的超越，并且我们认为完全无人监管的全自动驾驶还需要数年时间才能实现。”他们指出，马斯克在FSD上的“过于乐观历史”，并引用了众包研究表明“特斯拉在机器人出租车领域仍然远远落后于竞争对手”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363945863946464,"gmtCreate":1729863989654,"gmtModify":1729863991109,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 直接感干到300吧[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 直接感干到300吧[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 直接感干到300吧[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363945863946464","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363265593262360,"gmtCreate":1729713170489,"gmtModify":1729713171996,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 买大买小？买定离手","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 买大买小？买定离手","text":"$特斯拉(TSLA)$ 买大买小？买定离手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363265593262360","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362861122711704,"gmtCreate":1729611497556,"gmtModify":1729611498645,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 冲","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 冲","text":"$老虎证券(TIGR)$ 冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362861122711704","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362803456176392,"gmtCreate":1729597420524,"gmtModify":1729597422678,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"ai is real","listText":"ai is real","text":"ai is real","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362803456176392","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359871212593320,"gmtCreate":1728867098865,"gmtModify":1728867100915,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"这发布会简直就是哄小孩的，而且还迟到一个小时，白等了","listText":"这发布会简直就是哄小孩的，而且还迟到一个小时，白等了","text":"这发布会简直就是哄小孩的，而且还迟到一个小时，白等了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359871212593320","repostId":"359210148634696","repostType":1,"repost":{"id":359210148634696,"gmtCreate":1728705869188,"gmtModify":1728708263807,"author":{"id":"3456496171359250","authorId":"3456496171359250","name":"上海滩股","avatar":"https://static.tigerbbs.com/d65a7624a69494da2a311a345b697fc2","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456496171359250","authorIdStr":"3456496171359250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 买公司就是买人！ 对于特斯拉来说这更是极端明显，不夸张的说，这家公司的全部溢价几乎都来自马斯克，他以前无数次总能化危机为突破口并转化为极速扩张业绩的爆发点， 可惜，逐渐的，他今天居然在延期后，3年前念念叨叨的FSD并加持应用的落地项目机器人出租车项目，拿出今天如此糟糕的发布会.科技产品被做成了噱头粉丝见面会.甚至没有主创技术团队的分享和未来实现蓝图，一旦大家逐渐在未来明白这些，那何谈木头姐基金经理说的千亿利润和6W亿市值，一龙已经放弃了2019年的生产地狱的创造精神和2021年对FSD的清晰愿景.… 大家回味吧.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 买公司就是买人！ 对于特斯拉来说这更是极端明显，不夸张的说，这家公司的全部溢价几乎都来自马斯克，他以前无数次总能化危机为突破口并转化为极速扩张业绩的爆发点， 可惜，逐渐的，他今天居然在延期后，3年前念念叨叨的FSD并加持应用的落地项目机器人出租车项目，拿出今天如此糟糕的发布会.科技产品被做成了噱头粉丝见面会.甚至没有主创技术团队的分享和未来实现蓝图，一旦大家逐渐在未来明白这些，那何谈木头姐基金经理说的千亿利润和6W亿市值，一龙已经放弃了2019年的生产地狱的创造精神和2021年对FSD的清晰愿景.… 大家回味吧.","text":"$特斯拉(TSLA)$ 买公司就是买人！ 对于特斯拉来说这更是极端明显，不夸张的说，这家公司的全部溢价几乎都来自马斯克，他以前无数次总能化危机为突破口并转化为极速扩张业绩的爆发点， 可惜，逐渐的，他今天居然在延期后，3年前念念叨叨的FSD并加持应用的落地项目机器人出租车项目，拿出今天如此糟糕的发布会.科技产品被做成了噱头粉丝见面会.甚至没有主创技术团队的分享和未来实现蓝图，一旦大家逐渐在未来明白这些，那何谈木头姐基金经理说的千亿利润和6W亿市值，一龙已经放弃了2019年的生产地狱的创造精神和2021年对FSD的清晰愿景.… 大家回味吧.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359210148634696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358062814527712,"gmtCreate":1728436365345,"gmtModify":1728436367069,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"250-350😂😂😂","listText":"250-350😂😂😂","text":"250-350😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358062814527712","repostId":"2474402183","repostType":2,"repost":{"id":"2474402183","kind":"highlight","pubTimestamp":1728406657,"share":"https://www.laohu8.com/m/news/2474402183?lang=&edition=full","pubTime":"2024-10-09 00:57","market":"sg","language":"en","title":"3 Potential Stock Price Scenarios From Tesla's Upcoming Robotaxi Event","url":"https://stock-news.laohu8.com/highlight/detail?id=2474402183","media":"seekingalpha","summary":"Ostensibly, in a few days, TSLA will conduct their 'Robotaxi' event, where the company will supposedly unveil details about the long-awaited automated ride-share functionality. We believe Elon Musk has a history of over-promising and under-delivering in this realm , but is the rubber finally about to meet the road?Today, we'll explore three different potential outcomes from the event and derive three different potential Fair Values for the stock price, depending on what gets announced. Are TSLA shares about to jump higher?Let's dive in and take a closer look at where the stock could be trading at the close on Friday. Where Tesla Currently Sits Coming into this event, TSLA's stock is in an incredibly interesting position. On one hand, the company is more financially sound than most other automakers, with only $5 billion in long-term debt, and sales that have grown from TTM ~$24 billion to nearly TTM $100 billion: TradingView This is incredibly compelling top-line growth, no matter what ","content":"<html><body><ul><li>We have a strong track record of predicting TSLA's stock price, and today we're looking at what could happen on Thursday with the company's 'Robotaxi' event.</li><li>The upcoming event is crucial, with potential outcomes significantly impacting Tesla's overall market cap.</li><li>Based on the likelihood of positive outcomes from the event, we expect Tesla shares to be worth between $250 - $350 by next week.</li><li>We're re-iterating our 'Buy' rating on TSLA.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Robert Way/iStock Editorial via Getty Images</p></figcaption></figure></p> <p>About a year ago, we put out our first-ever analysis on Tesla (<span>NASDAQ:TSLA</span>), calling the stock a 'Sell' in an article titled: \"Tesla: The Range Of Outcomes Is Narrowing; That's A Bad Thing\".</p> <p>For close TSLA followers, the core thesis of the piece will sound familiar, but at the time, in our view, shares looked pricey, the company's margins and growth were both coming in somewhat vs. other manufacturers, and there was no visible progress on the company's longer-term bets.</p> <p>4 months following our sell rating, the stock was down about 26% to the mid $170-$180 per share range.</p> <p>At that point, we upgraded the stock to a 'Buy', in an article titled: \"Tesla: When The Time Comes To Buy, You Won't Want To\".</p> <p>While we weren't entirely sold on TSLA's long-term vision (and still aren't), we thought the valuation looked a lot more compelling, recent advances on FSD were encouraging, and that buyers at that price would likely be rewarded over the short, medium, and long term.</p> <p>Since that 'Buy' rating, the stock is up about 44%, outpacing the S&amp;P 500 over that span by a factor of 4x+:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-17282223475450606.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>So - why are we back revisiting the controversial automaker?</p> <p>Ostensibly, in a few days, TSLA will conduct their 'Robotaxi' event, where the company will supposedly unveil details about the long-awaited automated ride-share functionality. We believe Elon Musk has a history of over-promising and under-delivering in this realm (including announcing this event for August, then delaying it until this week), but is the rubber finally about to meet the road?</p> <p>Today, we'll explore three different potential outcomes from the event and derive three different potential Fair Values for the stock price, depending on what gets announced.</p> <p>Are TSLA shares about to jump higher? Is the company worth considerably less than investors think? Let's dive in and take a closer look at where the stock could be trading at the close on Friday.</p> <h2>Where Tesla Currently Sits</h2> <p>Coming into this event, TSLA's stock is in an incredibly interesting position.</p> <p>On one hand, the company is more financially sound than most other automakers, with only $5 billion in long-term debt, and sales that have grown from TTM ~$24 billion to nearly TTM $100 billion:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-1728223739296288.png\"/></span><figcaption><p><span>TradingView</span></p></figcaption></figure></p> <p>This is incredibly compelling top-line growth, no matter what industry you're operating in.</p> <p>Over this span, net income has also grown from ~negative $1 billion to positive $12.5 billion, which shows how TSLA has been able to leverage scale to boost margins and reward shareholders.</p> <p>With a clean balance sheet, a strong brand, and a lead in the global EV market, we expect TSLA will have a bright future on the organic business front, no matter the result from Thursday's event.</p> <p>On the flip side, the stock is very, very expensive if you compare it to other traditional automakers like Toyota (TM), General Motors (GM), and Stellantis (STLA):</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-1728224441166316.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>Tesla's historical performance and brand are impressive, but its current valuation, ranging from 10x to 40x other automakers' revenue multiples, seems excessive. Excluding the potential of future products, a more realistic valuation would be around $25 per share, or $80 billion.</p> <p>This suggests that a significant portion of Tesla's current value is tied to higher margin, non-automotive products like Robotaxi, Dojo, and Optimus.</p> <p>Valuing these potential segments is very difficult because investors need to balance the following variables, none of which are easily quantifiable:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-17282250020983102.png\"/></span><figcaption><p><span>PropNotes</span></p></figcaption></figure></p> <p>This is a big reason why the stock is <em>so</em> volatile and prone to swings - whenever management says something, that's sometimes the best possible information we can get as investors with respect to the formula above. As Musk has promised Robotaxis for several years now with nothing tangible to show for it, it appears that credibility has begun to fade with Wall Street, which is why the stock hasn't pumped much going into this announcement in our opinion.</p> <p>Nevertheless, we'd estimate that about 80% of TSLA's 'future product' value is perceived to be in the Robotaxi segment, as it is the closest to 'production' and the most natural extension of TSLA's current business.</p> <p>This is obviously a very 'loose' estimate on our part, but again, the robotaxi share of TSLA's current market cap is an impossible figure to quantify. We think 80% is reasonable given how far away we are from a production version of Optimus, the other 'future value' pillar, which tempers that market's enormous size and opportunity by the speed and likelihood that Tesla is to achieve real tangible value there.</p> <p>If you take this estimate at face value, then it means that Thursday's event is likely incredibly consequential for ~65% of TSLA's market cap, or about $500 billion in shareholder value. We believe this is simple math - 80% of TSLA's market cap is tied up in 'future value' if you comp it vs. other automakers, and perhaps 80% of <em>that</em> value is housed within the 'robotaxi' segment.</p> <p>In the following sections, we'll take a look at three different ways the event could go and posit a Fair Value for the stock in each scenario.</p> <h2>Robotaxi Bear Outcome</h2> <p>Ok - so let's say the event doesn't 'go well' in the eyes of investors. What does that look like?</p> <p>A short delay of the event seems unlikely at this point, so we'll count that out. Plus, if management delays the event, then the 'value' of the robotaxi segment remains nebulous. This would likely hurt the stock, but only slightly.</p> <p>A 'bad' showing, in our view, would be if Musk gets up and announces the next level of FSD with a lot of pomp and circumstance, but nothing else concrete.</p> <p>This would be a huge negative because it would kick the can down the road, showing that management doesn't appear to get how important this is.</p> <p>Historically, this has been acceptable because of how far TSLA is ahead of most competitors in the self-driving space, but as competition from Cruise, Waymo, and others catch up, delays to automated ride-share will begin compounding in opportunity cost, and TSLA will fall further behind <em>monetizing</em> on the self-driving advantage.</p> <p>What does this case look like?</p> <p>Here's what we think TSLA's Robotaxi segment could be worth if management needs 3 more years to launch and takes a 15% rake on every ride:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-17282275900724192.png\"/></span><figcaption><p><span>PropNotes</span></p></figcaption></figure></p> <p>This model assumes that TSLA goes with a 'crowdsourced' approach to building a fleet and doesn't operate any vehicles within its own network.</p> <p>It also assumes high marketing costs and low market penetration, scaling over time into 2030. The 15% take rate also represents the rake we think TSLA would have to charge to build market momentum quickly.</p> <p>For reference, right now, Uber (UBER) charges a ~30% rake on ride-share.</p> <p>Market size is the trickiest thing to figure out, but we've modeled the current size of the ride-share market ($160 billion) in 2025, through the $5 trillion expected addressable market through 2030.</p> <p>The NPV of TSLA's robotaxi business through this period would be roughly $300 billion if you apply a 4% discount rate in the model above, which is 40% less than the segment is currently being valued at, if you agree with our assumptions above. This would knock roughly $200 billion off TSLA's $800 billion market cap, which results in downside of about ~25% to shareholders, and a price of around ~$185 per share.</p> <p>It's a conservative estimate based on the terminal value cutoff we've imposed at 2030, but it seems reasonable if things don't go well on Thursday night.</p> <h2>Robotaxi Base Outcome</h2> <p>Let's now assume that Musk gets up on stage and talks about how a new level of FSD from TSLA should be able to power automated ride-share within two years. He announces a new app and directs people to a waitlist, building demand. He also announces a 'Tesla Earn' function within the app where Tesla owners can join the waitlist, building supply.</p> <p>This would provide a much quicker route to monetization, and net margins would be much higher based on the quicker market entry, meaning lower CAC and a quicker rate to getting to established margins in the space of ~30%:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-17282286167185032.png\"/></span><figcaption><p><span>PropNotes</span></p></figcaption></figure></p> <p>Estimating market share is difficult, but given the large latent installed base of Tesla's that could instantly provide supply for a network like this, we think it would be a demand-constrained market. Over time, we think that TSLA could seize 40% of the ride-share market with this model.</p> <p>As you can see, this base case is basically what the market is expecting - valuing the segment at about half a trillion. We'd likely see some wiggles with the stock following an announcement like this, but it probably wouldn't spur a wild move.</p> <h2>Robotaxi Bull Outcome</h2> <p>Finally, we come to the bull outcome.</p> <p>In this scenario, Musk gets up on stage and talks about how automated ride hail should be ready to launch within 3 months, and management is looking at taking a 25% cut for rides conducted on the network. Remember, this is still less than Uber's ~30% take in Q1 of this year.</p> <p>Back in this model, adoption is slow to start, but quickly scales as users join the network and make their idle Tesla's earn while they sleep.</p> <p>Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/6/51481993-1728229068451005.png\"/></span><figcaption><p><span>PropNotes</span></p></figcaption></figure></p> <p>In this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.</p> <p>This scenario would represent 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA's stock.</p> <p>This works out to a share price of roughly $345 per share, which would be a boon for shareholders.</p> <h2>Summary</h2> <p>All in all, there's a range of outcomes that could happen Thursday night. The NPV of TSLA's robotaxi division (<em>which currently earns nothing</em>) could change by hundreds of billions of dollars in value, as investors get a better idea of how the segment will ultimately look from a financial perspective.</p> <p>The two key things to watch for here will be the speed at which the company can roll out the service, and the cut they're planning on taking.</p> <p>We think management is aware of how important this announcement is, and we also expect that they will have something concrete to announce, which makes the first scenario unlikely. We say this being fully aware of Tesla's coy attitude to robotaxis historically.</p> <p>Thus, with a higher probability of a base or bull outcome happening on Thursday, combined with the conservative terminal value cutoff used in the models, we're leaning towards the bullish end of the spectrum when it comes to Tesla's future value.</p> <p>All told, we expect that shares could be worth anywhere between $250 - $350 per share this time next week.</p> <p>As a result, we're reiterating our 'Buy' rating on TSLA.</p> <div></div> <p>Stay safe out there!</p></body></html>","source":"seekingalpha","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>3 Potential Stock Price Scenarios From Tesla's Upcoming Robotaxi Event</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; 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}\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\">\n3 Potential Stock Price Scenarios From Tesla's Upcoming Robotaxi Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-09 00:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4725663-3-potential-stock-price-scenarios-from-teslas-upcoming-robotaxi-event><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We have a strong track record of predicting TSLA's stock price, and today we're looking at what could happen on Thursday with the company's 'Robotaxi' event.The upcoming event is crucial, with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4725663-3-potential-stock-price-scenarios-from-teslas-upcoming-robotaxi-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2163457235/image_2163457235.jpg","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4592":"伊斯兰概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://seekingalpha.com/article/4725663-3-potential-stock-price-scenarios-from-teslas-upcoming-robotaxi-event","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2474402183","content_text":"We have a strong track record of predicting TSLA's stock price, and today we're looking at what could happen on Thursday with the company's 'Robotaxi' event.The upcoming event is crucial, with potential outcomes significantly impacting Tesla's overall market cap.Based on the likelihood of positive outcomes from the event, we expect Tesla shares to be worth between $250 - $350 by next week.We're re-iterating our 'Buy' rating on TSLA.   Robert Way/iStock Editorial via Getty Images About a year ago, we put out our first-ever analysis on Tesla (NASDAQ:TSLA), calling the stock a 'Sell' in an article titled: \"Tesla: The Range Of Outcomes Is Narrowing; That's A Bad Thing\". For close TSLA followers, the core thesis of the piece will sound familiar, but at the time, in our view, shares looked pricey, the company's margins and growth were both coming in somewhat vs. other manufacturers, and there was no visible progress on the company's longer-term bets. 4 months following our sell rating, the stock was down about 26% to the mid $170-$180 per share range. At that point, we upgraded the stock to a 'Buy', in an article titled: \"Tesla: When The Time Comes To Buy, You Won't Want To\". While we weren't entirely sold on TSLA's long-term vision (and still aren't), we thought the valuation looked a lot more compelling, recent advances on FSD were encouraging, and that buyers at that price would likely be rewarded over the short, medium, and long term. Since that 'Buy' rating, the stock is up about 44%, outpacing the S&P 500 over that span by a factor of 4x+: Seeking Alpha So - why are we back revisiting the controversial automaker? Ostensibly, in a few days, TSLA will conduct their 'Robotaxi' event, where the company will supposedly unveil details about the long-awaited automated ride-share functionality. We believe Elon Musk has a history of over-promising and under-delivering in this realm (including announcing this event for August, then delaying it until this week), but is the rubber finally about to meet the road? Today, we'll explore three different potential outcomes from the event and derive three different potential Fair Values for the stock price, depending on what gets announced. Are TSLA shares about to jump higher? Is the company worth considerably less than investors think? Let's dive in and take a closer look at where the stock could be trading at the close on Friday. Where Tesla Currently Sits Coming into this event, TSLA's stock is in an incredibly interesting position. On one hand, the company is more financially sound than most other automakers, with only $5 billion in long-term debt, and sales that have grown from TTM ~$24 billion to nearly TTM $100 billion: TradingView This is incredibly compelling top-line growth, no matter what industry you're operating in. Over this span, net income has also grown from ~negative $1 billion to positive $12.5 billion, which shows how TSLA has been able to leverage scale to boost margins and reward shareholders. With a clean balance sheet, a strong brand, and a lead in the global EV market, we expect TSLA will have a bright future on the organic business front, no matter the result from Thursday's event. On the flip side, the stock is very, very expensive if you compare it to other traditional automakers like Toyota (TM), General Motors (GM), and Stellantis (STLA): Seeking Alpha Tesla's historical performance and brand are impressive, but its current valuation, ranging from 10x to 40x other automakers' revenue multiples, seems excessive. Excluding the potential of future products, a more realistic valuation would be around $25 per share, or $80 billion. This suggests that a significant portion of Tesla's current value is tied to higher margin, non-automotive products like Robotaxi, Dojo, and Optimus. Valuing these potential segments is very difficult because investors need to balance the following variables, none of which are easily quantifiable: PropNotes This is a big reason why the stock is so volatile and prone to swings - whenever management says something, that's sometimes the best possible information we can get as investors with respect to the formula above. As Musk has promised Robotaxis for several years now with nothing tangible to show for it, it appears that credibility has begun to fade with Wall Street, which is why the stock hasn't pumped much going into this announcement in our opinion. Nevertheless, we'd estimate that about 80% of TSLA's 'future product' value is perceived to be in the Robotaxi segment, as it is the closest to 'production' and the most natural extension of TSLA's current business. This is obviously a very 'loose' estimate on our part, but again, the robotaxi share of TSLA's current market cap is an impossible figure to quantify. We think 80% is reasonable given how far away we are from a production version of Optimus, the other 'future value' pillar, which tempers that market's enormous size and opportunity by the speed and likelihood that Tesla is to achieve real tangible value there. If you take this estimate at face value, then it means that Thursday's event is likely incredibly consequential for ~65% of TSLA's market cap, or about $500 billion in shareholder value. We believe this is simple math - 80% of TSLA's market cap is tied up in 'future value' if you comp it vs. other automakers, and perhaps 80% of that value is housed within the 'robotaxi' segment. In the following sections, we'll take a look at three different ways the event could go and posit a Fair Value for the stock in each scenario. Robotaxi Bear Outcome Ok - so let's say the event doesn't 'go well' in the eyes of investors. What does that look like? A short delay of the event seems unlikely at this point, so we'll count that out. Plus, if management delays the event, then the 'value' of the robotaxi segment remains nebulous. This would likely hurt the stock, but only slightly. A 'bad' showing, in our view, would be if Musk gets up and announces the next level of FSD with a lot of pomp and circumstance, but nothing else concrete. This would be a huge negative because it would kick the can down the road, showing that management doesn't appear to get how important this is. Historically, this has been acceptable because of how far TSLA is ahead of most competitors in the self-driving space, but as competition from Cruise, Waymo, and others catch up, delays to automated ride-share will begin compounding in opportunity cost, and TSLA will fall further behind monetizing on the self-driving advantage. What does this case look like? Here's what we think TSLA's Robotaxi segment could be worth if management needs 3 more years to launch and takes a 15% rake on every ride: PropNotes This model assumes that TSLA goes with a 'crowdsourced' approach to building a fleet and doesn't operate any vehicles within its own network. It also assumes high marketing costs and low market penetration, scaling over time into 2030. The 15% take rate also represents the rake we think TSLA would have to charge to build market momentum quickly. For reference, right now, Uber (UBER) charges a ~30% rake on ride-share. Market size is the trickiest thing to figure out, but we've modeled the current size of the ride-share market ($160 billion) in 2025, through the $5 trillion expected addressable market through 2030. The NPV of TSLA's robotaxi business through this period would be roughly $300 billion if you apply a 4% discount rate in the model above, which is 40% less than the segment is currently being valued at, if you agree with our assumptions above. This would knock roughly $200 billion off TSLA's $800 billion market cap, which results in downside of about ~25% to shareholders, and a price of around ~$185 per share. It's a conservative estimate based on the terminal value cutoff we've imposed at 2030, but it seems reasonable if things don't go well on Thursday night. Robotaxi Base Outcome Let's now assume that Musk gets up on stage and talks about how a new level of FSD from TSLA should be able to power automated ride-share within two years. He announces a new app and directs people to a waitlist, building demand. He also announces a 'Tesla Earn' function within the app where Tesla owners can join the waitlist, building supply. This would provide a much quicker route to monetization, and net margins would be much higher based on the quicker market entry, meaning lower CAC and a quicker rate to getting to established margins in the space of ~30%: PropNotes Estimating market share is difficult, but given the large latent installed base of Tesla's that could instantly provide supply for a network like this, we think it would be a demand-constrained market. Over time, we think that TSLA could seize 40% of the ride-share market with this model. As you can see, this base case is basically what the market is expecting - valuing the segment at about half a trillion. We'd likely see some wiggles with the stock following an announcement like this, but it probably wouldn't spur a wild move. Robotaxi Bull Outcome Finally, we come to the bull outcome. In this scenario, Musk gets up on stage and talks about how automated ride hail should be ready to launch within 3 months, and management is looking at taking a 25% cut for rides conducted on the network. Remember, this is still less than Uber's ~30% take in Q1 of this year. Back in this model, adoption is slow to start, but quickly scales as users join the network and make their idle Tesla's earn while they sleep. Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers: PropNotes In this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control. This scenario would represent 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA's stock. This works out to a share price of roughly $345 per share, which would be a boon for shareholders. Summary All in all, there's a range of outcomes that could happen Thursday night. The NPV of TSLA's robotaxi division (which currently earns nothing) could change by hundreds of billions of dollars in value, as investors get a better idea of how the segment will ultimately look from a financial perspective. The two key things to watch for here will be the speed at which the company can roll out the service, and the cut they're planning on taking. We think management is aware of how important this announcement is, and we also expect that they will have something concrete to announce, which makes the first scenario unlikely. We say this being fully aware of Tesla's coy attitude to robotaxis historically. Thus, with a higher probability of a base or bull outcome happening on Thursday, combined with the conservative terminal value cutoff used in the models, we're leaning towards the bullish end of the spectrum when it comes to Tesla's future value. All told, we expect that shares could be worth anywhere between $250 - $350 per share this time next week. As a result, we're reiterating our 'Buy' rating on TSLA.  Stay safe out there!","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355930321473552,"gmtCreate":1727899024427,"gmtModify":1727899026260,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"themes":[],"htmlText":"4200 is an outlier","listText":"4200 is an outlier","text":"4200 is an 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