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BGXL
09-22
$小鹏集团-W(09868)$
小鹏应该做电视广告和写字楼广告 网络上铺得范围、量看起来大,但实际受众都是偏中低端为主,这钱投得不划算 精准受众还是在新闻联播前及写字楼电梯位, 要主打技术叙事,外观亮眼是基操; 不用说多复杂的技术,只要陈述在大街小巷复杂路况下的老司机效果即可, 让观者真正信服,可加全球研发办公散布点、全球销售点排布 什么地区某车型销量第一、什么地区某车型第一......... 可加飞行和机器人,用于营造技术派的含金量; 后续服务水平短板再跟上 未来才会有点看头
BGXL
09-20
$小鹏集团(XPEV)$
什么时候,小鹏港股可用人民币结算? 当下港币锚定美元,这一天天的,哪怕股票不跌,货币也在贬值,我之前几年单货币贬值就贬了多少,我给大家算一下,6.7/7.35=0.91折,你没看错,一年就能跌9个点,巨倒胃口...... 美元贬值是大趋势,大家投资也是奔着增值来的 人民币结算现在很重要,未来更重要! 小鹏港股里面有很大一部分群体是内地和香港用户 傻不拉几人民币换港币,然后买入港股,之后N年贬值几个点........ 要是遇到极端情况,不知道会贬值到什么程度........ 所以最保险的方式就是用本币结算! 我看比亚迪、吉利、长城、腾讯等都可用人民币直接买卖, 希望小鹏可去申请股票8字开头-R人民币柜台业务, 接下来,如果遇到环境极度恶化 小鹏还没-R口子 直接换股将是无奈选择。
BGXL
09-18
$小鹏集团(XPEV)$
关于L3、L4,小鹏应该抛出这样的设定: 只有技术冗余到了L4的自动驾驶公司,才能推行L3驾驶能力,只有这样的降级才能给用户更高的安全度,也只有这样,才能更好的推进产业健康飞速的发展。 原本提到的L2直接跳过L3到L4,这有点激进,既不符合管理层求稳的需要,也让整个行业掉了链子,你的能力再强,但强到自己或仅有的一两家吃独食的,这种愿望往往千难万难,很难实现的; 技术可以先进,但商业落地必须稳妥有序四平八稳协调好各方利益; 当你有了L4的能力后,退一步,如上冗余的描述, 各方利益平衡较好, 上面认可、消费者认可、产业参与者也不得不认可!
BGXL
09-18
想开了好,海阔天空。甚至可继续考虑像大众一样出股给合作者,让对手放下戒备,各个独立各自努力,又能有了钱大家一起赚……
小鹏集团-W(09868)涨1.65% 拟拓展海外技术合作 G9L正式发布
BGXL
09-18
说白了,这个王,贪过头傲过头,不尊重游戏规则,现世报。
车企去宁德化愈演愈烈 后者遭遇至暗时刻!何小鹏确认:小鹏今年开始自己干电池
BGXL
09-15
$上证指数(000001.SH)$
我见过傻的,但从来没见过这么楞的 你这哪是控欠账率,你这是玩汽车行业宏观调控! 前经济引擎失速,新引擎还没接续上, 忙活铺垫n年,准备起跑了, 结果急刹车?外面的鹰狼看得牙都要笑掉了…… 一放就乱,一管就死, 这管理能力真的太一般般…… 做事像个愣头青一样,又勇又莽 可见吃闲饭书生气糟糕到了什么程度 坐在那些位置,颐指气使好不威风 对站在前线的将士们来说,就是妥妥sb 真要控分险,静悄悄落到实处抓到实处能切实的看到结果的管,坐在台上人五人六的一通讲话什么意思?是不是自己工资是上面发的都不担心行业会怎样?还玩包公式的露头就打?真的是勇,君不见,整个行业全都露出了头,你打啊,我看你怎么打! 产业调控还抓别人喘气的命脉,这b装的,遗臭万年没得跑了。 先放任一塌糊涂,然后一刀切,是奔着全挂的宏伟愿景去了。 这种管控结构这样的一些管理人 是商业的悲哀。
BGXL
06-17
li老是喜欢给别人上眼药,把自己的名字写在其它品牌上面,枪手文章。有用吗?该下去还是歹下去……
理想、小鹏辅助驾驶升级 直接对标特斯拉FSD V14
BGXL
06-15
协议有用,视频会议足够了,没用,见面签也没用。
伊朗消息人士说美伊将举行视频会议并签署协议
BGXL
05-17
设计没卖相,他居首功
小鹏汽车王谭:电动化与智能化正在从根本上重塑汽车设计
BGXL
04-03
$小鹏集团-W(09868)$
我管的范围还蛮宽的[得意] 嘿嘿
BGXL
04-02
自己战略一个劲的提前往外淘,竞争对手牙都要笑掉,提前占位狙击,优势大打折扣;一天到晚放消息有用吗,没用,该跌照跌,所以不停的说解决不了问题;舆论不控制服务不跟上,设计还理工化,这个盘小鹏控得.......无语。感觉就像是个上班技术族,技术再牛,上司要打压你,一天到晚挑刺说你差,你的舆情就是差的!沉默无作为的代价就是失控和边缘化........
BGXL
03-26
$上证指数(000001)$
机器人集群 ai智能体是机器人技术的先导,形容其迭代日新月异不为过,军事方面的机器人集群的识别、管控、攻击等技术质量快速跃迁速度,决定GJ的先进战斗力强到什么程度,之前的先手在当前的迭代速度下,分秒间会被他国超越,在ai时代的军事块面,只争朝夕程度决定了是碾压或者被碾压!人才、设备资源、管控模式要求先进性匹配,步子要迈得大一点,某些经济投入需要平衡先放一放,军事才是第一!
BGXL
03-25
马斯克想法不错
伯恩斯坦“泼冷水”:马斯克超级芯片工厂需5-13万亿美元资本开支,"比登陆火星还难"
BGXL
03-25
一个,你自动这么牛,之前干嘛去了?这么牛,那搞个地平线和其它自驾的比赛,直接随机拉到异地比;另一个,都是成年人,蹭热点就蹭,虚晃一枪又光明正大一套说辞,就有点low了。
疑地平线员工朋友圈“内涵”小鹏智驾,余凯回应:非官方立场
BGXL
03-24
特说不炸了,内塔会愿意?
美伊谈判是真是假,至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
BGXL
03-23
我们外人看。之前零跑的优势是供应链成本,搞创新任重道远。
抱歉,原内容已删除
BGXL
03-17
$上证指数(000001)$
当外部在崩溃,战争在扩大,大家再想着股市马上会不断向上,有点不合时宜......
BGXL
03-11
$小鹏汽车-W(09868)$
这波走得强,应是新主力资金进来了,不知是长期机构还是量化,量化接下来就玄了……
BGXL
01-26
估计还是组合拳,低息多年打趴一遍,再加上低价款覆盖,没实力的话还真竞争不过。
告别“一锤子买卖”!特斯拉、小鹏、理想等品牌相继推出7年期超低息购车方案
BGXL
01-25
某想,产品定义高手?在竞争对手少的时候能自封,当大家都增程的时候,核心优势在哪里?不好意思,啥都没有,就是个组机的,跟电脑界的LX有得一比,格局就那样,这不是洗稿把自己名字放在其它竞争对手前面,不是混发信息搞乱自驾先锋是自己就能得逞的,净整些上不了台面的花活,到最后只有一个结局,被踢下台。
2025 年车圈期末考,有人躺赢,有人退步
去老虎APP查看更多动态
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未来才会有点看头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610364685922760","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609797971644992,"gmtCreate":1789902881831,"gmtModify":1789952923164,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏集团(XPEV)$ </a>什么时候,小鹏港股可用人民币结算? 当下港币锚定美元,这一天天的,哪怕股票不跌,货币也在贬值,我之前几年单货币贬值就贬了多少,我给大家算一下,6.7/7.35=0.91折,你没看错,一年就能跌9个点,巨倒胃口...... 美元贬值是大趋势,大家投资也是奔着增值来的 人民币结算现在很重要,未来更重要! 小鹏港股里面有很大一部分群体是内地和香港用户 傻不拉几人民币换港币,然后买入港股,之后N年贬值几个点........ 要是遇到极端情况,不知道会贬值到什么程度........ 所以最保险的方式就是用本币结算! 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直接换股将是无奈选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609797971644992","isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609054916919528,"gmtCreate":1789721737682,"gmtModify":1789721744190,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏集团(XPEV)$ </a>关于L3、L4,小鹏应该抛出这样的设定: 只有技术冗余到了L4的自动驾驶公司,才能推行L3驾驶能力,只有这样的降级才能给用户更高的安全度,也只有这样,才能更好的推进产业健康飞速的发展。 原本提到的L2直接跳过L3到L4,这有点激进,既不符合管理层求稳的需要,也让整个行业掉了链子,你的能力再强,但强到自己或仅有的一两家吃独食的,这种愿望往往千难万难,很难实现的; 技术可以先进,但商业落地必须稳妥有序四平八稳协调好各方利益; 当你有了L4的能力后,退一步,如上冗余的描述, 各方利益平衡较好, 上面认可、消费者认可、产业参与者也不得不认可!","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏集团(XPEV)$ </a>关于L3、L4,小鹏应该抛出这样的设定: 只有技术冗余到了L4的自动驾驶公司,才能推行L3驾驶能力,只有这样的降级才能给用户更高的安全度,也只有这样,才能更好的推进产业健康飞速的发展。 原本提到的L2直接跳过L3到L4,这有点激进,既不符合管理层求稳的需要,也让整个行业掉了链子,你的能力再强,但强到自己或仅有的一两家吃独食的,这种愿望往往千难万难,很难实现的; 技术可以先进,但商业落地必须稳妥有序四平八稳协调好各方利益; 当你有了L4的能力后,退一步,如上冗余的描述, 各方利益平衡较好, 上面认可、消费者认可、产业参与者也不得不认可!","text":"$小鹏集团(XPEV)$ 关于L3、L4,小鹏应该抛出这样的设定: 只有技术冗余到了L4的自动驾驶公司,才能推行L3驾驶能力,只有这样的降级才能给用户更高的安全度,也只有这样,才能更好的推进产业健康飞速的发展。 原本提到的L2直接跳过L3到L4,这有点激进,既不符合管理层求稳的需要,也让整个行业掉了链子,你的能力再强,但强到自己或仅有的一两家吃独食的,这种愿望往往千难万难,很难实现的; 技术可以先进,但商业落地必须稳妥有序四平八稳协调好各方利益; 当你有了L4的能力后,退一步,如上冗余的描述, 各方利益平衡较好, 上面认可、消费者认可、产业参与者也不得不认可!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609054916919528","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609037545451528,"gmtCreate":1789717478496,"gmtModify":1789717480680,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"想开了好,海阔天空。甚至可继续考虑像大众一样出股给合作者,让对手放下戒备,各个独立各自努力,又能有了钱大家一起赚……","listText":"想开了好,海阔天空。甚至可继续考虑像大众一样出股给合作者,让对手放下戒备,各个独立各自努力,又能有了钱大家一起赚……","text":"想开了好,海阔天空。甚至可继续考虑像大众一样出股给合作者,让对手放下戒备,各个独立各自努力,又能有了钱大家一起赚……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609037545451528","repostId":"2668194394","repostType":2,"repost":{"id":"2668194394","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1789714838,"share":"https://www.laohunote.com/m/news/2668194394?lang=zh_CN&edition=full","pubTime":"2026-09-18 15:00","market":"sh","language":"zh","title":"小鹏集团-W(09868)涨1.65% 拟拓展海外技术合作 G9L正式发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2668194394","media":"金吾财讯","summary":"金吾财讯 | 小鹏集团-W(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/09868\">小鹏集团-W</a>(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。</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>小鹏集团-W(09868)涨1.65% 拟拓展海外技术合作 G9L正式发布</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; 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-18 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/09868\">小鹏集团-W</a>(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","BK1610":"ETF&股票定投概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏集团","BK1575":"同股不同权","09868":"小鹏集团-W","BK1539":"汽车股"},"source_url":"1991997","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668194394","content_text":"金吾财讯 | 小鹏集团-W(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。","news_type":1,"symbols_score_info":{"09868":1.97,"XPEV":1.97}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609035540959744,"gmtCreate":1789717008745,"gmtModify":1789717010801,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"说白了,这个王,贪过头傲过头,不尊重游戏规则,现世报。","listText":"说白了,这个王,贪过头傲过头,不尊重游戏规则,现世报。","text":"说白了,这个王,贪过头傲过头,不尊重游戏规则,现世报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609035540959744","repostId":"2668394891","repostType":2,"repost":{"id":"2668394891","kind":"news","pubTimestamp":1789704675,"share":"https://www.laohunote.com/m/news/2668394891?lang=zh_CN&edition=full","pubTime":"2026-09-18 12:11","market":"us","language":"zh","title":"车企去宁德化愈演愈烈 后者遭遇至暗时刻!何小鹏确认:小鹏今年开始自己干电池","url":"https://stock-news.laohu8.com/highlight/detail?id=2668394891","media":"快科技","summary":"小鹏集团董事长、CEO何小鹏在小鹏G9L上市发布会后的媒体群访环节,被问及自研电池的相关规划时直接表态,从今年开始小鹏在动力电池领域的相关技术落地全部转为自主主导。小鹏此前战略投资布局的三家主力电芯企业,分别是中创新航、欣旺达和蜂巢能源,三家的电芯产品都已经逐步进入小鹏的动力电池供应体系。","content":"<html><body><p>快科技9月18日消息,国内主流新能源车企在动力电池供应商的选择上,正在明显加速推进供应链多元化布局,过去高度依赖单一头部厂商的行业格局正在快速松动,行业内已经出现非常明确的去单一供应商化的趋势。</p><p><strong>小鹏集团董事长、CEO何小鹏在小鹏G9L上市发布会后的媒体群访环节,被问及自研电池的相关规划时直接表态,从今年开始小鹏在动力电池领域的相关技术落地全部转为自主主导。</strong></p><p>他特意解释,这里的自主主导并不是指小鹏要自己下场生产电芯,毕竟哪怕投资了电芯企业,核心产能最终还是掌握在合作方手里,目前小鹏已经完成了对三家电芯厂商的战略投资,但是整包电池从底层设计到落地量产的全链路,从今年开始全部由小鹏自己主导完成。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/0F84AD3362E207404FB4DBAAFB3A196E9E6EC080_size55_w600_h337.jpg\"/></p><p>小鹏此前战略投资布局的三家主力电芯企业,分别是<a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>和蜂巢能源,三家的电芯产品都已经逐步进入小鹏的动力电池供应体系。</p><p>就在近期,<strong>之前和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>保持了多年深度绑定合作关系的<a href=\"https://laohu8.com/S/02015\">理想汽车</a>,直接掏出26.5亿元现金战略入股欣旺达动力,刚完成迭代上市的新一代理想L8车型,也已经全系切换为欣旺达提供的动力电芯方案</strong>。</p><p>此前刚正式亮相上市的<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车旗下两款全新车型澎程N70和N90,也没有继续沿用SU7、YU7两款高端车型之前选择的<a href=\"https://laohu8.com/S/03750\">宁德时代</a>电池方案,转而搭载小米完全自主设计的龙甲电池系统,电芯部分由中创新航和欣旺达联合供应保障。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/8166DA4BC7B3A18842252CE79669714C22440EFF_size161_w600_h400.jpg\"/></p></body></html>","source":"ifeng_tech","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\" 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href=https://tech.ifeng.com/c/8wWBiw0QbXo><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月18日消息,国内主流新能源车企在动力电池供应商的选择上,正在明显加速推进供应链多元化布局,过去高度依赖单一头部厂商的行业格局正在快速松动,行业内已经出现非常明确的去单一供应商化的趋势。小鹏集团董事长、CEO何小鹏在小鹏G9L上市发布会后的媒体群访环节,被问及自研电池的相关规划时直接表态,从今年开始小鹏在动力电池领域的相关技术落地全部转为自主主导。他特意解释,这里的自主主导并不是指小鹏要...</p>\n\n<a href=\"https://tech.ifeng.com/c/8wWBiw0QbXo\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","LU2041044095.USD":"Blackrock Circular Economy A2 USD","BK0224":"电气机械","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0124384867.USD":"贝莱德新能源基金A2","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) 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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 我见过傻的,但从来没见过这么楞的 你这哪是控欠账率,你这是玩汽车行业宏观调控! 前经济引擎失速,新引擎还没接续上, 忙活铺垫n年,准备起跑了, 结果急刹车?外面的鹰狼看得牙都要笑掉了…… 一放就乱,一管就死, 这管理能力真的太一般般…… 做事像个愣头青一样,又勇又莽 可见吃闲饭书生气糟糕到了什么程度 坐在那些位置,颐指气使好不威风 对站在前线的将士们来说,就是妥妥sb 真要控分险,静悄悄落到实处抓到实处能切实的看到结果的管,坐在台上人五人六的一通讲话什么意思?是不是自己工资是上面发的都不担心行业会怎样?还玩包公式的露头就打?真的是勇,君不见,整个行业全都露出了头,你打啊,我看你怎么打! 产业调控还抓别人喘气的命脉,这b装的,遗臭万年没得跑了。 先放任一塌糊涂,然后一刀切,是奔着全挂的宏伟愿景去了。 这种管控结构这样的一些管理人 是商业的悲哀。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> 我见过傻的,但从来没见过这么楞的 你这哪是控欠账率,你这是玩汽车行业宏观调控! 前经济引擎失速,新引擎还没接续上, 忙活铺垫n年,准备起跑了, 结果急刹车?外面的鹰狼看得牙都要笑掉了…… 一放就乱,一管就死, 这管理能力真的太一般般…… 做事像个愣头青一样,又勇又莽 可见吃闲饭书生气糟糕到了什么程度 坐在那些位置,颐指气使好不威风 对站在前线的将士们来说,就是妥妥sb 真要控分险,静悄悄落到实处抓到实处能切实的看到结果的管,坐在台上人五人六的一通讲话什么意思?是不是自己工资是上面发的都不担心行业会怎样?还玩包公式的露头就打?真的是勇,君不见,整个行业全都露出了头,你打啊,我看你怎么打! 产业调控还抓别人喘气的命脉,这b装的,遗臭万年没得跑了。 先放任一塌糊涂,然后一刀切,是奔着全挂的宏伟愿景去了。 这种管控结构这样的一些管理人 是商业的悲哀。","text":"$上证指数(000001.SH)$ 我见过傻的,但从来没见过这么楞的 你这哪是控欠账率,你这是玩汽车行业宏观调控! 前经济引擎失速,新引擎还没接续上, 忙活铺垫n年,准备起跑了, 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是商业的悲哀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607971716473776","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576227322370208,"gmtCreate":1781704049652,"gmtModify":1781707100059,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"li老是喜欢给别人上眼药,把自己的名字写在其它品牌上面,枪手文章。有用吗?该下去还是歹下去……","listText":"li老是喜欢给别人上眼药,把自己的名字写在其它品牌上面,枪手文章。有用吗?该下去还是歹下去……","text":"li老是喜欢给别人上眼药,把自己的名字写在其它品牌上面,枪手文章。有用吗?该下去还是歹下去……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576227322370208","repostId":"2644437217","repostType":2,"repost":{"id":"2644437217","kind":"news","pubTimestamp":1781693244,"share":"https://www.laohunote.com/m/news/2644437217?lang=zh_CN&edition=full","pubTime":"2026-06-17 18:47","market":"sh","language":"zh","title":"理想、小鹏辅助驾驶升级 直接对标特斯拉FSD V14","url":"https://stock-news.laohu8.com/highlight/detail?id=2644437217","media":"快科技","summary":"快科技6月17日消息,理想汽车与小鹏汽车近日先后宣布辅助驾驶系统升级计划,双双对标特斯拉FSD V14。理想汽车6月15日宣布,智能驾驶系统“马赫VLA”将于第三季度推送新版本,预计第四季度实现能力对齐特斯拉FSD V14。小鹏汽车方面表示,其第二代VLA物理AI大模型将于8月达到特斯拉FSD V14.2在硅谷的整体效果。特斯拉中国已将FSD更名为“特斯拉辅助驾驶”,其监督版已在包括中国在内的10个国家或地区开放使用。","content":"<html><body><p>快科技6月17日消息,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>与<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>近日先后宣布辅助驾驶系统升级计划,双双对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD V14。</p><p><a href=\"https://laohu8.com/S/02015\">理想汽车</a>6月15日宣布,智能驾驶系统“马赫VLA”将于第三季度推送新版本,预计第四季度实现能力对齐特斯拉FSD V14。</p><p>该系统由自研大模型马赫Mind-Pro和马赫Mind-Edge负责语言与逻辑推理,马赫VLA负责三维视觉感知与车辆动作控制。</p><p>理想同步实现自研芯片马赫M100量产上车,完成在芯片、编译器、操作系统、AI算法及域控制器领域的全栈自研。</p><p>小鹏汽车方面表示,其第二代VLA物理AI大模型将于8月达到特斯拉FSD V14.2在硅谷的整体效果。</p><p>该模型直接将视觉信息映射为车辆动作指令,消除中间处理环节,将智驾响应延迟压缩至80毫秒以内。</p><p>系统适配小鹏自研图灵AI芯片,提供2250TOPS有效算力,支持数十亿参数规模的纯车端本地部署。</p><p>特斯拉FSD持续迭代,V14版本重构神经网络架构,采用自回归Transformer模型,显著降低路况识别延迟并提升复杂场景决策精度。</p><p>目前FSD已在荷兰、丹麦、比利时等五个欧盟国家获得公共道路使用许可,并在韩国、澳大利亚等地落地。</p><p>特斯拉中国已将FSD更名为“特斯拉辅助驾驶”,其监督版已在包括中国在内的10个国家或地区开放使用。</p><p>特斯拉同时在中国建立本地AI训练中心,部署本土化训练能力,为后续更大规模应用做准备。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>理想、小鹏辅助驾驶升级 直接对标特斯拉FSD V14</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\">\n理想、小鹏辅助驾驶升级 直接对标特斯拉FSD V14\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-17 18:47 北京时间 <a href=https://tech.ifeng.com/c/8u2Fwd95KvS><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月17日消息,理想汽车与小鹏汽车近日先后宣布辅助驾驶系统升级计划,双双对标特斯拉FSD V14。理想汽车6月15日宣布,智能驾驶系统“马赫VLA”将于第三季度推送新版本,预计第四季度实现能力对齐特斯拉FSD V14。该系统由自研大模型马赫Mind-Pro和马赫Mind-Edge负责语言与逻辑推理,马赫VLA负责三维视觉感知与车辆动作控制。理想同步实现自研芯片马赫M100量产上车,完成在芯片...</p>\n\n<a href=\"https://tech.ifeng.com/c/8u2Fwd95KvS\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLG":"2倍做多TSLA ETF-Leverage Shares","BK4503":"景林资产持仓","TSLI":"2倍做多TSLA ETF-ProShares","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TLA":"GraniteShares Autocallable TSLA ETF","09868":"小鹏集团-W","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4505":"高瓴资本持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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V14.2在硅谷的整体效果。该模型直接将视觉信息映射为车辆动作指令,消除中间处理环节,将智驾响应延迟压缩至80毫秒以内。系统适配小鹏自研图灵AI芯片,提供2250TOPS有效算力,支持数十亿参数规模的纯车端本地部署。特斯拉FSD持续迭代,V14版本重构神经网络架构,采用自回归Transformer模型,显著降低路况识别延迟并提升复杂场景决策精度。目前FSD已在荷兰、丹麦、比利时等五个欧盟国家获得公共道路使用许可,并在韩国、澳大利亚等地落地。特斯拉中国已将FSD更名为“特斯拉辅助驾驶”,其监督版已在包括中国在内的10个国家或地区开放使用。特斯拉同时在中国建立本地AI训练中心,部署本土化训练能力,为后续更大规模应用做准备。","news_type":1,"symbols_score_info":{"XPEV":1.9,"TSL":0.6,"TSLO":0.6,"TSLW":0.6,"07766":0.6,"TSYY":0.6,"LI":1.91,"TSLT":0.6,"09766":0.6,"TSLQ":0.6,"TSII":0.6,"07366":0.6,"TSLP":0.6,"TESL":0.6,"TSLG":0.6,"TSLR":0.6,"TSLY":0.6,"09366":0.6,"TSLI":0.6,"TSLS":0.6,"TLA":0.6,"TSLA":1.92,"02015":1.91,"TSDD":0.6,"XPEG":0.6,"TSLZ":0.6,"EVS.SI":0.6,"TEST":0.6,"09868":1.9,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575322262796896,"gmtCreate":1781473493217,"gmtModify":1781487611202,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"协议有用,视频会议足够了,没用,见面签也没用。","listText":"协议有用,视频会议足够了,没用,见面签也没用。","text":"协议有用,视频会议足够了,没用,见面签也没用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575322262796896","repostId":"1146573969","repostType":4,"repost":{"id":"1146573969","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":1781421212,"share":"https://www.laohunote.com/m/news/1146573969?lang=zh_CN&edition=full","pubTime":"2026-06-14 15:13","market":"fut","language":"zh","title":"伊朗消息人士说美伊将举行视频会议并签署协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1146573969","media":"老虎资讯综合","summary":"6月14日,伊朗方面消息人士14日告诉新华社记者,巴基斯坦将主持召开视频会议,伊朗和美国双方代表将出席会议并签署协议。","content":"<html><head></head><body><p>6月14日,伊朗方面消息人士14日告诉新华社记者,巴基斯坦将主持召开视频会议,伊朗和美国双方代表将出席会议并签署协议。</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>伊朗消息人士说美伊将举行视频会议并签署协议</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伊朗消息人士说美伊将举行视频会议并签署协议\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\">2026-06-14 15:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月14日,伊朗方面消息人士14日告诉新华社记者,巴基斯坦将主持召开视频会议,伊朗和美国双方代表将出席会议并签署协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146573969","content_text":"6月14日,伊朗方面消息人士14日告诉新华社记者,巴基斯坦将主持召开视频会议,伊朗和美国双方代表将出席会议并签署协议。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565163950646640,"gmtCreate":1779013873661,"gmtModify":1779013876300,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"设计没卖相,他居首功","listText":"设计没卖相,他居首功","text":"设计没卖相,他居首功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565163950646640","repostId":"2635685050","repostType":2,"repost":{"id":"2635685050","kind":"news","pubTimestamp":1778917020,"share":"https://www.laohunote.com/m/news/2635685050?lang=zh_CN&edition=full","pubTime":"2026-05-16 15:37","market":"sg","language":"zh","title":"小鹏汽车王谭:电动化与智能化正在从根本上重塑汽车设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2635685050","media":"睿见Economy","summary":" 5月15日-5月17日,“第十八届轩辕汽车蓝皮书论坛”在广州举行,主题为“转折”。小鹏汽车造型中心总经理王谭出席并演讲。 王谭指出,电动化与智能化正在从根本上重塑汽车的“骨相”与“皮相”。这一转折的核心驱动力正是汽车的电动化与智能化。 王谭认为,智能化对设计的影响同样深远。 王谭表示,电动化改变了汽车的物理架构,智能化重构了人车的交互逻辑。","content":"<html><body><div>\n<p> 专题:第十八届轩辕汽车蓝皮书论坛</p>\n<p> 5月15日-5月17日,“第十八届轩辕汽车蓝皮书论坛”在广州举行,主题为“转折”。<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>造型中心总经理王谭出席并演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/87/w550h337/20260516/7002-b98babebc32b73e2e67d662b0d202758.png\"/><span></span></div>\n<p> 王谭指出,电动化与智能化正在从根本上重塑汽车的“骨相”与“皮相”。他认为,当前汽车设计面临的“转折”并非简单的迭代,而是一场彻底的革命。这一转折的核心<span>驱动力</span><span></span>正是汽车的电动化与智能化。</p>\n<p> 王谭认为,智能化对设计的影响同样深远。但他也强调,设计是一个轮回,在追求极致语音交互的同时,保留部分高效、直观的物理按键依然是必要的交互补充。</p>\n<p> 此外,高阶辅助驾驶系统的快速迭代正在重新定义车内空间。随着自动驾驶能力的提升,汽车正在演变为继家庭和办公室之外的“第三空间”。当驾驶员的双手和双眼被解放后,车内空间的功能、布局以及交互体验都将发生颠覆性的变化。</p>\n<p> 王谭表示,电动化改变了汽车的物理架构,智能化重构了人车的交互逻辑。这两股力量的交汇,正在推动汽车设计从传统的造型美学向科技与艺术深度融合的“新物种”进化。</p>\n<p><span> 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:王翔 </p>\n</div></body></html>","source":"sina","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>小鹏汽车王谭:电动化与智能化正在从根本上重塑汽车设计</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2026-05-16/doc-inhyassp4458169.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","09868":"小鹏集团-W","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","XPEV":"小鹏集团","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4555":"新能源车","BK1575":"同股不同权","BK4551":"寇图资本持仓","XPEG":"2倍做多XPEV ETF-Leverage Shares","BK1539":"汽车股"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-05-16/doc-inhyassp4458169.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2635685050","content_text":"专题:第十八届轩辕汽车蓝皮书论坛\n 5月15日-5月17日,“第十八届轩辕汽车蓝皮书论坛”在广州举行,主题为“转折”。小鹏汽车造型中心总经理王谭出席并演讲。\n\n 王谭指出,电动化与智能化正在从根本上重塑汽车的“骨相”与“皮相”。他认为,当前汽车设计面临的“转折”并非简单的迭代,而是一场彻底的革命。这一转折的核心驱动力正是汽车的电动化与智能化。\n 王谭认为,智能化对设计的影响同样深远。但他也强调,设计是一个轮回,在追求极致语音交互的同时,保留部分高效、直观的物理按键依然是必要的交互补充。\n 此外,高阶辅助驾驶系统的快速迭代正在重新定义车内空间。随着自动驾驶能力的提升,汽车正在演变为继家庭和办公室之外的“第三空间”。当驾驶员的双手和双眼被解放后,车内空间的功能、布局以及交互体验都将发生颠覆性的变化。\n 王谭表示,电动化改变了汽车的物理架构,智能化重构了人车的交互逻辑。这两股力量的交汇,正在推动汽车设计从传统的造型美学向科技与艺术深度融合的“新物种”进化。\n 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王翔","news_type":1,"symbols_score_info":{"XPEG":0.6,"09868":1.87,"EVS.SI":0.6,"XPEV":1.87}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549472392767408,"gmtCreate":1775170439410,"gmtModify":1775170442824,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a 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ai智能体是机器人技术的先导,形容其迭代日新月异不为过,军事方面的机器人集群的识别、管控、攻击等技术质量快速跃迁速度,决定GJ的先进战斗力强到什么程度,之前的先手在当前的迭代速度下,分秒间会被他国超越,在ai时代的军事块面,只争朝夕程度决定了是碾压或者被碾压!人才、设备资源、管控模式要求先进性匹配,步子要迈得大一点,某些经济投入需要平衡先放一放,军事才是第一!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546659555632368","isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546390745629016,"gmtCreate":1774405611696,"gmtModify":1774405613967,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"马斯克想法不错","listText":"马斯克想法不错","text":"马斯克想法不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546390745629016","repostId":"2621608220","repostType":2,"repost":{"id":"2621608220","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774357624,"share":"https://www.laohunote.com/m/news/2621608220?lang=zh_CN&edition=full","pubTime":"2026-03-24 21:07","market":"sg","language":"zh","title":"伯恩斯坦“泼冷水”:马斯克超级芯片工厂需5-13万亿美元资本开支,\"比登陆火星还难\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2621608220","media":"华尔街见闻","summary":"伯恩斯坦认为,\"Terafab\"项目更多停留在炒作层面。据测算,若实现年产1太瓦算力目标,需投入5至13万亿美元资本开支,并新增相当于当前全球半导体总量的产能,难度“堪比再造一个半导体行业”。","content":"<html><body><p>马斯克雄心勃勃的\"Terafab\"计划遭遇华尔街冷静审视。</p>\n<p>据追风交易台,伯恩斯坦研究在最新报告中以详尽的量化测算指出,<strong>若要实现马斯克所设想的每年1太瓦算力生产目标,所需资本开支高达5至13万亿美元,所需晶圆产能相当于全球现有半导体产能总量,这一挑战\"比登陆火星还难\"。</strong></p>\n<p>马斯克上周末宣布启动\"Terafab\"项目,计划将人类算力生产规模扩张至每年1太瓦,约为当前全球算力供应总量(约20吉瓦)的50倍,并将首先在德克萨斯州奥斯汀建设一座先进晶圆厂,涵盖计算芯片、逻辑芯片、内存、封装及掩模版生产全链条。伯恩斯坦分析师Stacy A. Rasgon领衔的团队随即发布报告,对该计划的可行性进行了系统性量化评估。</p>\n<p>伯恩斯坦指出,若投资者真正相信马斯克能够实现这一目标,半导体设备股将是最直接的受益方向;但就当前而言,<strong>该计划对行业的实质影响\"可能并不大,更多停留在炒作层面\"。</strong></p>\n<h2>天文数字的资本开支测算</h2>\n<p>伯恩斯坦以现有算力架构(<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>机架)为基准,对GPU、HBM内存及CPU三类核心芯片的晶圆需求进行了粗略估算。报告显示,<strong>每年生产1太瓦算力,需要每月700万至1800万片300毫米晶圆启动量,其中HBM内存需求占据主导地位。</strong></p>\n<p><strong>以每月5万片晶圆产能的工厂为单位换算,上述需求相当于新建140至360座此类工厂。按每座工厂350亿美元的资本开支计算,总投入将达5至13万亿美元。</strong>伯恩斯坦在报告中明确标注,上述测算属于\"非常粗略的估算\",且尚未将网络、光学、模拟及电源芯片等其他半导体品类纳入计算范围。</p>\n<h2>产能需求堪比再造一个全球半导体行业</h2>\n<p>伯恩斯坦的测算揭示了这一计划在产能层面的惊人体量。报告指出,<strong>1太瓦算力所需的晶圆产能,与全球现有半导体产能总量(约每月1600万片300毫米等效晶圆)大体相当。</strong></p>\n<p>若仅聚焦于\"相关\"半导体——即内存加上4纳米及以下先进逻辑晶圆,当前全球已安装产能约为每月500万片300毫米等效晶圆,而1太瓦目标所需产能则是这一数字的数倍之多。换言之,<strong>马斯克的计划实际上要求在现有先进制程产能基础上实现数倍扩张,难度之高不言而喻。</strong></p>\n<h2>行业影响:设备股受益,代工模式暂无威胁</h2>\n<p>伯恩斯坦认为,Terafab计划对半导体行业的近期实质影响有限,但从投资逻辑角度提供了若干值得关注的方向。</p>\n<p>报告指出,若市场相信马斯克能够推进这一计划,半导体设备(semicap)将是最直接的受益标的。</p>\n<p>对于马斯克自建芯片是否会冲击现有芯片厂商,伯恩斯坦持相对乐观态度,认为在算力需求如此强劲的环境下,任何参与者都将面临远超自身承接能力的上行空间,内存厂商同样如此。</p>\n<p>在商业模式层面,伯恩斯坦指出,Terafab将逻辑、内存、掩模版制造、芯片设计及封装整合于一体,实质上构成一种\"超级IDM\"模式,而这一模式已被证明远不如\"代工+无晶圆厂+专业内存IDM\"的分工体系高效。</p>\n<p>因此,报告认为Terafab对<a href=\"https://laohu8.com/S/TSM\">台积电</a>等代工厂商目前构成的威胁有限。</p>\n<h2>伯恩斯坦:不否定马斯克,但挑战\"极为艰巨\"</h2>\n<p>尽管测算结果令人咋舌,伯恩斯坦并未将马斯克成功的可能性完全排除在外。</p>\n<p>报告写道,马斯克此前已多次完成外界认为不可能的事情,\"我们不会轻易否定他\"。</p>\n<p>然而,报告同时明确表示,\"真正意义上的Terafab对我们而言感觉像是一种延伸,尤其是在沿用当前算力范式的前提下。\"</p>\n<p>伯恩斯坦提出两种可能的替代路径:</p>\n<p>其一,马斯克在无法独立推进时,或许会寻求与现有芯片制造商建立合作;</p>\n<p>其二,马斯克或许有某种\"更出人意料\"的技术路径来突破现有范式,但报告坦言\"我们不知道那会是什么\"。</p>\n</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>伯恩斯坦“泼冷水”:马斯克超级芯片工厂需5-13万亿美元资本开支,\"比登陆火星还难\"</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伯恩斯坦“泼冷水”:马斯克超级芯片工厂需5-13万亿美元资本开支,\"比登陆火星还难\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-24 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>马斯克雄心勃勃的\"Terafab\"计划遭遇华尔街冷静审视。</p>\n<p>据追风交易台,伯恩斯坦研究在最新报告中以详尽的量化测算指出,<strong>若要实现马斯克所设想的每年1太瓦算力生产目标,所需资本开支高达5至13万亿美元,所需晶圆产能相当于全球现有半导体产能总量,这一挑战\"比登陆火星还难\"。</strong></p>\n<p>马斯克上周末宣布启动\"Terafab\"项目,计划将人类算力生产规模扩张至每年1太瓦,约为当前全球算力供应总量(约20吉瓦)的50倍,并将首先在德克萨斯州奥斯汀建设一座先进晶圆厂,涵盖计算芯片、逻辑芯片、内存、封装及掩模版生产全链条。伯恩斯坦分析师Stacy A. Rasgon领衔的团队随即发布报告,对该计划的可行性进行了系统性量化评估。</p>\n<p>伯恩斯坦指出,若投资者真正相信马斯克能够实现这一目标,半导体设备股将是最直接的受益方向;但就当前而言,<strong>该计划对行业的实质影响\"可能并不大,更多停留在炒作层面\"。</strong></p>\n<h2>天文数字的资本开支测算</h2>\n<p>伯恩斯坦以现有算力架构(<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>机架)为基准,对GPU、HBM内存及CPU三类核心芯片的晶圆需求进行了粗略估算。报告显示,<strong>每年生产1太瓦算力,需要每月700万至1800万片300毫米晶圆启动量,其中HBM内存需求占据主导地位。</strong></p>\n<p><strong>以每月5万片晶圆产能的工厂为单位换算,上述需求相当于新建140至360座此类工厂。按每座工厂350亿美元的资本开支计算,总投入将达5至13万亿美元。</strong>伯恩斯坦在报告中明确标注,上述测算属于\"非常粗略的估算\",且尚未将网络、光学、模拟及电源芯片等其他半导体品类纳入计算范围。</p>\n<h2>产能需求堪比再造一个全球半导体行业</h2>\n<p>伯恩斯坦的测算揭示了这一计划在产能层面的惊人体量。报告指出,<strong>1太瓦算力所需的晶圆产能,与全球现有半导体产能总量(约每月1600万片300毫米等效晶圆)大体相当。</strong></p>\n<p>若仅聚焦于\"相关\"半导体——即内存加上4纳米及以下先进逻辑晶圆,当前全球已安装产能约为每月500万片300毫米等效晶圆,而1太瓦目标所需产能则是这一数字的数倍之多。换言之,<strong>马斯克的计划实际上要求在现有先进制程产能基础上实现数倍扩张,难度之高不言而喻。</strong></p>\n<h2>行业影响:设备股受益,代工模式暂无威胁</h2>\n<p>伯恩斯坦认为,Terafab计划对半导体行业的近期实质影响有限,但从投资逻辑角度提供了若干值得关注的方向。</p>\n<p>报告指出,若市场相信马斯克能够推进这一计划,半导体设备(semicap)将是最直接的受益标的。</p>\n<p>对于马斯克自建芯片是否会冲击现有芯片厂商,伯恩斯坦持相对乐观态度,认为在算力需求如此强劲的环境下,任何参与者都将面临远超自身承接能力的上行空间,内存厂商同样如此。</p>\n<p>在商业模式层面,伯恩斯坦指出,Terafab将逻辑、内存、掩模版制造、芯片设计及封装整合于一体,实质上构成一种\"超级IDM\"模式,而这一模式已被证明远不如\"代工+无晶圆厂+专业内存IDM\"的分工体系高效。</p>\n<p>因此,报告认为Terafab对<a href=\"https://laohu8.com/S/TSM\">台积电</a>等代工厂商目前构成的威胁有限。</p>\n<h2>伯恩斯坦:不否定马斯克,但挑战\"极为艰巨\"</h2>\n<p>尽管测算结果令人咋舌,伯恩斯坦并未将马斯克成功的可能性完全排除在外。</p>\n<p>报告写道,马斯克此前已多次完成外界认为不可能的事情,\"我们不会轻易否定他\"。</p>\n<p>然而,报告同时明确表示,\"真正意义上的Terafab对我们而言感觉像是一种延伸,尤其是在沿用当前算力范式的前提下。\"</p>\n<p>伯恩斯坦提出两种可能的替代路径:</p>\n<p>其一,马斯克在无法独立推进时,或许会寻求与现有芯片制造商建立合作;</p>\n<p>其二,马斯克或许有某种\"更出人意料\"的技术路径来突破现有范式,但报告坦言\"我们不知道那会是什么\"。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4604":"机器人概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"2倍做多TSLA ETF-Direxion","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSII":"REX TSLA Growth & Income ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Rasgon领衔的团队随即发布报告,对该计划的可行性进行了系统性量化评估。\n伯恩斯坦指出,若投资者真正相信马斯克能够实现这一目标,半导体设备股将是最直接的受益方向;但就当前而言,该计划对行业的实质影响\"可能并不大,更多停留在炒作层面\"。\n天文数字的资本开支测算\n伯恩斯坦以现有算力架构(英伟达机架)为基准,对GPU、HBM内存及CPU三类核心芯片的晶圆需求进行了粗略估算。报告显示,每年生产1太瓦算力,需要每月700万至1800万片300毫米晶圆启动量,其中HBM内存需求占据主导地位。\n以每月5万片晶圆产能的工厂为单位换算,上述需求相当于新建140至360座此类工厂。按每座工厂350亿美元的资本开支计算,总投入将达5至13万亿美元。伯恩斯坦在报告中明确标注,上述测算属于\"非常粗略的估算\",且尚未将网络、光学、模拟及电源芯片等其他半导体品类纳入计算范围。\n产能需求堪比再造一个全球半导体行业\n伯恩斯坦的测算揭示了这一计划在产能层面的惊人体量。报告指出,1太瓦算力所需的晶圆产能,与全球现有半导体产能总量(约每月1600万片300毫米等效晶圆)大体相当。\n若仅聚焦于\"相关\"半导体——即内存加上4纳米及以下先进逻辑晶圆,当前全球已安装产能约为每月500万片300毫米等效晶圆,而1太瓦目标所需产能则是这一数字的数倍之多。换言之,马斯克的计划实际上要求在现有先进制程产能基础上实现数倍扩张,难度之高不言而喻。\n行业影响:设备股受益,代工模式暂无威胁\n伯恩斯坦认为,Terafab计划对半导体行业的近期实质影响有限,但从投资逻辑角度提供了若干值得关注的方向。\n报告指出,若市场相信马斯克能够推进这一计划,半导体设备(semicap)将是最直接的受益标的。\n对于马斯克自建芯片是否会冲击现有芯片厂商,伯恩斯坦持相对乐观态度,认为在算力需求如此强劲的环境下,任何参与者都将面临远超自身承接能力的上行空间,内存厂商同样如此。\n在商业模式层面,伯恩斯坦指出,Terafab将逻辑、内存、掩模版制造、芯片设计及封装整合于一体,实质上构成一种\"超级IDM\"模式,而这一模式已被证明远不如\"代工+无晶圆厂+专业内存IDM\"的分工体系高效。\n因此,报告认为Terafab对台积电等代工厂商目前构成的威胁有限。\n伯恩斯坦:不否定马斯克,但挑战\"极为艰巨\"\n尽管测算结果令人咋舌,伯恩斯坦并未将马斯克成功的可能性完全排除在外。\n报告写道,马斯克此前已多次完成外界认为不可能的事情,\"我们不会轻易否定他\"。\n然而,报告同时明确表示,\"真正意义上的Terafab对我们而言感觉像是一种延伸,尤其是在沿用当前算力范式的前提下。\"\n伯恩斯坦提出两种可能的替代路径:\n其一,马斯克在无法独立推进时,或许会寻求与现有芯片制造商建立合作;\n其二,马斯克或许有某种\"更出人意料\"的技术路径来突破现有范式,但报告坦言\"我们不知道那会是什么\"。","news_type":1,"symbols_score_info":{"TSLO":0.6,"TSLA":1.91,"TSLT":0.6,"TSLW":0.6,"TSII":0.6,"TSLL":0.6,"TSLQ":0.6,"TLA":0.6,"TSL":0.6,"TESL":0.6,"TSLS":0.6,"CRSH":0.6,"TSDD":0.6,"TSYY":0.6,"TSLI":0.6,"TSLP":0.6,"TSLG":0.6,"TSLY":0.6,"TSLZ":0.6,"07766":0.6,"TSLR":0.6,"UFO":0.6,"TEST":0.6}},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546389757957248,"gmtCreate":1774405303001,"gmtModify":1774405306057,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"一个,你自动这么牛,之前干嘛去了?这么牛,那搞个地平线和其它自驾的比赛,直接随机拉到异地比;另一个,都是成年人,蹭热点就蹭,虚晃一枪又光明正大一套说辞,就有点low了。","listText":"一个,你自动这么牛,之前干嘛去了?这么牛,那搞个地平线和其它自驾的比赛,直接随机拉到异地比;另一个,都是成年人,蹭热点就蹭,虚晃一枪又光明正大一套说辞,就有点low了。","text":"一个,你自动这么牛,之前干嘛去了?这么牛,那搞个地平线和其它自驾的比赛,直接随机拉到异地比;另一个,都是成年人,蹭热点就蹭,虚晃一枪又光明正大一套说辞,就有点low了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546389757957248","repostId":"2621098309","repostType":2,"repost":{"id":"2621098309","kind":"news","pubTimestamp":1774356514,"share":"https://www.laohunote.com/m/news/2621098309?lang=zh_CN&edition=full","pubTime":"2026-03-24 20:48","market":"hk","language":"zh","title":"疑地平线员工朋友圈“内涵”小鹏智驾,余凯回应:非官方立场","url":"https://stock-news.laohu8.com/highlight/detail?id=2621098309","media":"三言财经","summary":"3月24日,针对网传“地平线员工在朋友圈质疑小鹏智驾并非真正端到端、无直出轨迹”一事,地平线创始人余凯正式回应称,该言论不代表地平线官方立场,当事人真实身份不明,此举严重违背公司价值观。余凯强调,地平线乐见包括小鹏在内的行业伙伴取得技术进步,认为“行业越进步,消费者越向往自动驾驶,大家共同做的蛋糕就越大”。此前,该疑似员工言论还调侃了小鹏行车记录仪优化项目。据悉,小鹏汽车已于3月初发布第二代VLA智能驾驶系统,并计划自2026年起加速全球化布局及人形机器人量产。","content":"<html><body><p>3月24日,针对网传“地平线员工在朋友圈质疑小鹏智驾并非真正端到端、无直出轨迹”一事,地平线创始人余凯正式回应称,该言论不代表地平线官方立场,当事人真实身份不明,此举严重违背公司价值观。余凯强调,地平线乐见包括小鹏在内的行业伙伴取得技术进步,认为“行业越进步,消费者越向往自动驾驶,大家共同做的蛋糕就越大”。此前,该疑似员工言论还调侃了小鹏行车记录仪优化项目。据悉,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>已于3月初发布第二代VLA智能驾驶系统,并计划自2026年起加速全球化布局及人形机器人量产。</p></body></html>","source":"fenghuang_stock","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疑地平线员工朋友圈“内涵”小鹏智驾,余凯回应:非官方立场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-24 20:48 北京时间 <a href=https://tech.ifeng.com/c/8rlKGCBuOkQ><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日,针对网传“地平线员工在朋友圈质疑小鹏智驾并非真正端到端、无直出轨迹”一事,地平线创始人余凯正式回应称,该言论不代表地平线官方立场,当事人真实身份不明,此举严重违背公司价值观。余凯强调,地平线乐见包括小鹏在内的行业伙伴取得技术进步,认为“行业越进步,消费者越向往自动驾驶,大家共同做的蛋糕就越大”。此前,该疑似员工言论还调侃了小鹏行车记录仪优化项目。据悉,小鹏汽车已于3月初发布第二代VLA...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rlKGCBuOkQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1575":"同股不同权","BK4555":"新能源车","XPEG":"2倍做多XPEV ETF-Leverage Shares","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","XPEV":"小鹏集团","BK4551":"寇图资本持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4526":"热门中概股","BK1588":"回港中概股","BK4099":"汽车制造商","09868":"小鹏集团-W","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商","BK4505":"高瓴资本持仓","BK1587":"次新股"},"source_url":"https://tech.ifeng.com/c/8rlKGCBuOkQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621098309","content_text":"3月24日,针对网传“地平线员工在朋友圈质疑小鹏智驾并非真正端到端、无直出轨迹”一事,地平线创始人余凯正式回应称,该言论不代表地平线官方立场,当事人真实身份不明,此举严重违背公司价值观。余凯强调,地平线乐见包括小鹏在内的行业伙伴取得技术进步,认为“行业越进步,消费者越向往自动驾驶,大家共同做的蛋糕就越大”。此前,该疑似员工言论还调侃了小鹏行车记录仪优化项目。据悉,小鹏汽车已于3月初发布第二代VLA智能驾驶系统,并计划自2026年起加速全球化布局及人形机器人量产。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"09868":1.88,"XPEV":1.88,"XPEG":0.6}},"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546007507390624,"gmtCreate":1774312235724,"gmtModify":1774312238451,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"特说不炸了,内塔会愿意?","listText":"特说不炸了,内塔会愿意?","text":"特说不炸了,内塔会愿意?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546007507390624","repostId":"2621389400","repostType":2,"repost":{"id":"2621389400","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774308281,"share":"https://www.laohunote.com/m/news/2621389400?lang=zh_CN&edition=full","pubTime":"2026-03-24 07:24","market":"fut","language":"zh","title":"美伊谈判是真是假,至少华尔街已从特朗普引发的五分钟狂飙获得明确信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2621389400","media":"华尔街见闻","summary":"就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟,油价暴跌超13%,美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法,但这没有扭转周一市场的大体走势。分析称,在华尔街看来,传递的信号明确:特朗普本人正急于结束这场战争。然而,市场仍对特朗普能否轻易结束冲突存疑,随着这种情绪蔓延,各类资产的早盘涨幅有所回吐。","content":"<html><head></head><body><blockquote><p>就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟,油价暴跌超13%,美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法,但这没有扭转周一市场的大体走势。分析称,在华尔街看来,传递的信号明确:特朗普本人正急于结束这场战争。然而,市场仍对特朗普能否轻易结束冲突存疑,随着这种情绪蔓延,各类资产的早盘涨幅有所回吐。</p></blockquote><p>周一,就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟,油价暴跌超过13%,美国国债收益率大幅下行,美股盘前大涨。</p><p>尽管不到一小时后,伊朗方面否认了特朗普关于谈判正在进行的说法,但这没有扭转周一市场的大体走势。分析指出,之所以市场表现如此,是因为在华尔街看来,传递出的信号非常明确:<strong>至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。</strong></p><p>有分析人士称,如果未来7到10天内无法解决问题,我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明,特朗普意识到实体经济可能面临“悬崖式下跌”的风险。</p><p>特朗普的举动引发了一波持续约五分钟的剧烈反弹,也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月,当时特朗普发动“美国对抗全球”的关税,将全球金融市场推至边缘,随后又迅速转向。</p><p>媒体援引知情人士称,与当时类似,特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者,避免在新一周开始时出现新一轮剧烈抛售。</p><p>周一美股开盘后,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一度上涨2.2%、为5月以来最大涨幅,两年期美债收益率一度较高点狂泻22个基点至3.79%,布伦特原油暴跌、跌破每桶100美元,美元走弱,欧洲股债市场也由跌转涨并收高。</p><p><strong>然而,在表面之下,市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延,各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑,特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时,标普500涨幅已收窄至约1.2%,美债市场的涨势也有所回落。</strong></p><p>上述市场走势也凸显出,仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心,这已经不再完全由特朗普决定了,不像关税那样可以随时叫停,那些因为他对市场反应敏感而感到安心的人,可能判断失误。</p><p>在特朗普重返白宫的第一年,交易员逐渐形成一种预期:一旦政策引发市场大跌,他往往会迅速转向。这一现象被称为“TACO交易”(特朗普总会退缩),也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰,还是抨击美联储。</p><p>但对伊朗的战争削弱了这种信念。过去几周,冲突持续升级:特朗普时而宣称胜利在望,时而指责盟友未提供支持;伊朗方面依然稳固,通过封锁霍尔木兹海峡,伊朗切断了全球关键能源供应。</p><p>中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击,交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险,即增长疲弱叠加通胀上升,并导致全球债券市场蒸发超过2.5万亿美元市值,本月或创下三年多来最大月度跌幅。</p><p>这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价,以及在今年美国中期选举前展示美国经济稳健的形象。</p><p>尽管特朗普多次抨击美联储主席鲍威尔未能降息,但截至上周五,两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点,反映出市场对通胀制约政策空间的担忧。</p><p>有分析人士指出,虽然特朗普显然在努力压制油价,但或许,再一次,是债券市场迫使他做出让步。</p><p>在上周五股市下跌、标普500录得一年最长周度连跌后,特朗普在社交媒体上表示自己“非常接近”实现目标,并考虑缩减在中东的军事行动。</p><p>随后他又威胁称,如果伊朗不在48小时内重开霍尔木兹海峡,将攻击其电力设施。但到周一,他又表示将暂停行动五天,并称谈判取得进展——这一说法遭到伊朗否认。</p><p>在许多人看来,特朗普立场反复以及不准确言论,正在削弱其在金融市场的公信力,这已严重扰乱市场仓位布局。有分析师直言:</p><blockquote><p>最难预测的不是战争本身,而是白宫的沟通方式以及市场对其反应的程度。市场无法判断,这究竟是接近尾声的可信信号,还是又一次几乎完全实现的说法。</p><p>所谓真相取决于认知,而特朗普的反复无常是在不确定性之上叠加不确定性,这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间,同时也抑制了过度自信——无论好坏。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE 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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\">\n美伊谈判是真是假,至少华尔街已从特朗普引发的五分钟狂飙获得明确信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟,油价暴跌超13%,美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法,但这没有扭转周一市场的大体走势。分析称,在华尔街看来,传递的信号明确:特朗普本人正急于结束这场战争。然而,市场仍对特朗普能否轻易结束冲突存疑,随着这种情绪蔓延,各类资产的早盘涨幅有所回吐。</p></blockquote><p>周一,就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟,油价暴跌超过13%,美国国债收益率大幅下行,美股盘前大涨。</p><p>尽管不到一小时后,伊朗方面否认了特朗普关于谈判正在进行的说法,但这没有扭转周一市场的大体走势。分析指出,之所以市场表现如此,是因为在华尔街看来,传递出的信号非常明确:<strong>至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。</strong></p><p>有分析人士称,如果未来7到10天内无法解决问题,我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明,特朗普意识到实体经济可能面临“悬崖式下跌”的风险。</p><p>特朗普的举动引发了一波持续约五分钟的剧烈反弹,也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月,当时特朗普发动“美国对抗全球”的关税,将全球金融市场推至边缘,随后又迅速转向。</p><p>媒体援引知情人士称,与当时类似,特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者,避免在新一周开始时出现新一轮剧烈抛售。</p><p>周一美股开盘后,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一度上涨2.2%、为5月以来最大涨幅,两年期美债收益率一度较高点狂泻22个基点至3.79%,布伦特原油暴跌、跌破每桶100美元,美元走弱,欧洲股债市场也由跌转涨并收高。</p><p><strong>然而,在表面之下,市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延,各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑,特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时,标普500涨幅已收窄至约1.2%,美债市场的涨势也有所回落。</strong></p><p>上述市场走势也凸显出,仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心,这已经不再完全由特朗普决定了,不像关税那样可以随时叫停,那些因为他对市场反应敏感而感到安心的人,可能判断失误。</p><p>在特朗普重返白宫的第一年,交易员逐渐形成一种预期:一旦政策引发市场大跌,他往往会迅速转向。这一现象被称为“TACO交易”(特朗普总会退缩),也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰,还是抨击美联储。</p><p>但对伊朗的战争削弱了这种信念。过去几周,冲突持续升级:特朗普时而宣称胜利在望,时而指责盟友未提供支持;伊朗方面依然稳固,通过封锁霍尔木兹海峡,伊朗切断了全球关键能源供应。</p><p>中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击,交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险,即增长疲弱叠加通胀上升,并导致全球债券市场蒸发超过2.5万亿美元市值,本月或创下三年多来最大月度跌幅。</p><p>这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价,以及在今年美国中期选举前展示美国经济稳健的形象。</p><p>尽管特朗普多次抨击美联储主席鲍威尔未能降息,但截至上周五,两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点,反映出市场对通胀制约政策空间的担忧。</p><p>有分析人士指出,虽然特朗普显然在努力压制油价,但或许,再一次,是债券市场迫使他做出让步。</p><p>在上周五股市下跌、标普500录得一年最长周度连跌后,特朗普在社交媒体上表示自己“非常接近”实现目标,并考虑缩减在中东的军事行动。</p><p>随后他又威胁称,如果伊朗不在48小时内重开霍尔木兹海峡,将攻击其电力设施。但到周一,他又表示将暂停行动五天,并称谈判取得进展——这一说法遭到伊朗否认。</p><p>在许多人看来,特朗普立场反复以及不准确言论,正在削弱其在金融市场的公信力,这已严重扰乱市场仓位布局。有分析师直言:</p><blockquote><p>最难预测的不是战争本身,而是白宫的沟通方式以及市场对其反应的程度。市场无法判断,这究竟是接近尾声的可信信号,还是又一次几乎完全实现的说法。</p><p>所谓真相取决于认知,而特朗普的反复无常是在不确定性之上叠加不确定性,这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间,同时也抑制了过度自信——无论好坏。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{"INDO":"Indonesia Energy Corp Ltd.","CVX":"雪佛龙","SLB":"斯伦贝谢","VLO":"瓦莱罗能源","PBF":"PBF Energy","PBR":"巴西石油公司","COP":"康菲石油","MUR":"墨菲石油",".DJI":"道琼斯","PSX":"Phillips 66","MPC":"马拉松原油","BKR":"Baker Hughes Co",".IXIC":"NASDAQ Composite","BP":"英国石油","XOM":"埃克森美孚","EQNR":"Equinor ASA","SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS",".SPX":"S&P 500 Index","DVN":"德文能源","HAL":"哈里伯顿","OXY":"西方石油"},"source_url":"https://wallstreetcn.com/articles/3768206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621389400","content_text":"就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟,油价暴跌超13%,美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法,但这没有扭转周一市场的大体走势。分析称,在华尔街看来,传递的信号明确:特朗普本人正急于结束这场战争。然而,市场仍对特朗普能否轻易结束冲突存疑,随着这种情绪蔓延,各类资产的早盘涨幅有所回吐。周一,就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟,油价暴跌超过13%,美国国债收益率大幅下行,美股盘前大涨。尽管不到一小时后,伊朗方面否认了特朗普关于谈判正在进行的说法,但这没有扭转周一市场的大体走势。分析指出,之所以市场表现如此,是因为在华尔街看来,传递出的信号非常明确:至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。有分析人士称,如果未来7到10天内无法解决问题,我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明,特朗普意识到实体经济可能面临“悬崖式下跌”的风险。特朗普的举动引发了一波持续约五分钟的剧烈反弹,也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月,当时特朗普发动“美国对抗全球”的关税,将全球金融市场推至边缘,随后又迅速转向。媒体援引知情人士称,与当时类似,特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者,避免在新一周开始时出现新一轮剧烈抛售。周一美股开盘后,标普500指数一度上涨2.2%、为5月以来最大涨幅,两年期美债收益率一度较高点狂泻22个基点至3.79%,布伦特原油暴跌、跌破每桶100美元,美元走弱,欧洲股债市场也由跌转涨并收高。然而,在表面之下,市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延,各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑,特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时,标普500涨幅已收窄至约1.2%,美债市场的涨势也有所回落。上述市场走势也凸显出,仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心,这已经不再完全由特朗普决定了,不像关税那样可以随时叫停,那些因为他对市场反应敏感而感到安心的人,可能判断失误。在特朗普重返白宫的第一年,交易员逐渐形成一种预期:一旦政策引发市场大跌,他往往会迅速转向。这一现象被称为“TACO交易”(特朗普总会退缩),也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰,还是抨击美联储。但对伊朗的战争削弱了这种信念。过去几周,冲突持续升级:特朗普时而宣称胜利在望,时而指责盟友未提供支持;伊朗方面依然稳固,通过封锁霍尔木兹海峡,伊朗切断了全球关键能源供应。中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击,交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险,即增长疲弱叠加通胀上升,并导致全球债券市场蒸发超过2.5万亿美元市值,本月或创下三年多来最大月度跌幅。这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价,以及在今年美国中期选举前展示美国经济稳健的形象。尽管特朗普多次抨击美联储主席鲍威尔未能降息,但截至上周五,两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点,反映出市场对通胀制约政策空间的担忧。有分析人士指出,虽然特朗普显然在努力压制油价,但或许,再一次,是债券市场迫使他做出让步。在上周五股市下跌、标普500录得一年最长周度连跌后,特朗普在社交媒体上表示自己“非常接近”实现目标,并考虑缩减在中东的军事行动。随后他又威胁称,如果伊朗不在48小时内重开霍尔木兹海峡,将攻击其电力设施。但到周一,他又表示将暂停行动五天,并称谈判取得进展——这一说法遭到伊朗否认。在许多人看来,特朗普立场反复以及不准确言论,正在削弱其在金融市场的公信力,这已严重扰乱市场仓位布局。有分析师直言:最难预测的不是战争本身,而是白宫的沟通方式以及市场对其反应的程度。市场无法判断,这究竟是接近尾声的可信信号,还是又一次几乎完全实现的说法。所谓真相取决于认知,而特朗普的反复无常是在不确定性之上叠加不确定性,这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间,同时也抑制了过度自信——无论好坏。","news_type":1,"symbols_score_info":{"MUR":2,"PBR":2,"COP":2,"BZmain":2,"DVN":2,"ESmain":2,"SLB":2,"BKR":2,".DJI":2,"XOM":2,"MPC":2,"SHEL":2,"VLO":2,"HAL":2,"CLmain":2,"OXY":2,".IXIC":2,"INDO":2,"PSX":2,"YMmain":2,"NQmain":2,"CVX":2,"PBF":2,".SPX":1.5,"BP":2,"USEG":2,"EQNR":2}},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545678685819320,"gmtCreate":1774231691623,"gmtModify":1774231694151,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"我们外人看。之前零跑的优势是供应链成本,搞创新任重道远。","listText":"我们外人看。之前零跑的优势是供应链成本,搞创新任重道远。","text":"我们外人看。之前零跑的优势是供应链成本,搞创新任重道远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545678685819320","repostId":"2621767220","repostType":2,"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543549708730808,"gmtCreate":1773728133345,"gmtModify":1773728135582,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001)$ </a>当外部在崩溃,战争在扩大,大家再想着股市马上会不断向上,有点不合时宜......","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001)$ </a>当外部在崩溃,战争在扩大,大家再想着股市马上会不断向上,有点不合时宜......","text":"$上证指数(000001)$ 当外部在崩溃,战争在扩大,大家再想着股市马上会不断向上,有点不合时宜......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543549708730808","isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541384627422640,"gmtCreate":1773199483069,"gmtModify":1773199485231,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 这波走得强,应是新主力资金进来了,不知是长期机构还是量化,量化接下来就玄了……","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 这波走得强,应是新主力资金进来了,不知是长期机构还是量化,量化接下来就玄了……","text":"$小鹏汽车-W(09868)$ 这波走得强,应是新主力资金进来了,不知是长期机构还是量化,量化接下来就玄了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541384627422640","isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525798786577912,"gmtCreate":1769395519609,"gmtModify":1769395522405,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"估计还是组合拳,低息多年打趴一遍,再加上低价款覆盖,没实力的话还真竞争不过。","listText":"估计还是组合拳,低息多年打趴一遍,再加上低价款覆盖,没实力的话还真竞争不过。","text":"估计还是组合拳,低息多年打趴一遍,再加上低价款覆盖,没实力的话还真竞争不过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525798786577912","repostId":"2606267406","repostType":2,"repost":{"id":"2606267406","kind":"news","pubTimestamp":1769393019,"share":"https://www.laohunote.com/m/news/2606267406?lang=zh_CN&edition=full","pubTime":"2026-01-26 10:03","market":"sh","language":"zh","title":"告别“一锤子买卖”!特斯拉、小鹏、理想等品牌相继推出7年期超低息购车方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2606267406","media":"华夏时报网","summary":"2026年1月,中国新能源汽车市场以一场前所未有的金融战役拉开了序幕。1月22日,小鹏汽车正式宣布加入“7年低息购车俱乐部”,推出了覆盖全系车型的7年低息分期方案,将首付门槛降至15%起,月供最低只需1355元,创造了市场新低。这一激进策略彻底点燃了市场,也将这场由特斯拉在月初引爆的“金融战争”推向了白热化。","content":"<div>\n<p>2026年1月,中国新能源汽车市场以一场前所未有的金融战役拉开了序幕。1月22日,小鹏汽车正式宣布加入“7年低息购车俱乐部”,推出了覆盖全系车型的7年低息分期方案,将首付门槛降至15%起,月供最低只需1355元,创造了市场新低。这一激进策略彻底点燃了市场,也将这场由特斯拉在月初引爆的“金融战争”推向了白热化。 半个月前,特斯拉率先打破常规,推出“特悠享”限时购车方案,为Model 3和Model...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601263630316820.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202601263630316820.html><strong>华夏时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年1月,中国新能源汽车市场以一场前所未有的金融战役拉开了序幕。1月22日,小鹏汽车正式宣布加入“7年低息购车俱乐部”,推出了覆盖全系车型的7年低息分期方案,将首付门槛降至15%起,月供最低只需1355元,创造了市场新低。这一激进策略彻底点燃了市场,也将这场由特斯拉在月初引爆的“金融战争”推向了白热化。 半个月前,特斯拉率先打破常规,推出“特悠享”限时购车方案,为Model 3和Model...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601263630316820.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLP":"TSLA收益溢价策略ETF-Kurv","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4574":"无人驾驶","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL 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USD","BK4612":"AI芯片","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://finance.eastmoney.com/a/202601263630316820.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606267406","content_text":"2026年1月,中国新能源汽车市场以一场前所未有的金融战役拉开了序幕。1月22日,小鹏汽车正式宣布加入“7年低息购车俱乐部”,推出了覆盖全系车型的7年低息分期方案,将首付门槛降至15%起,月供最低只需1355元,创造了市场新低。这一激进策略彻底点燃了市场,也将这场由特斯拉在月初引爆的“金融战争”推向了白热化。 半个月前,特斯拉率先打破常规,推出“特悠享”限时购车方案,为Model 3和Model Y提供7年超低息贷款,年化利率仅为0.98%,首付7.99万元起,月供可低至1918元。这一利率不仅远低于传统的汽车消费贷款,甚至逼近了部分公积金贷款利率,瞬间重写了行业金融游戏的规则。紧接着,小米和理想汽车迅速响应,分别在1月15日和1月20日宣布跟进,形成了四大头部品牌激烈角逐的局面。 这场看似只是降低月供的金融创新,实则折射出中国新能源汽车产业发展的深层变革。2025年,新能源汽车市场渗透率虽已突破45%,但销量增速从2024年的35.2%大幅放缓至18.7%。在增长动能转换的关键节点,车企之间的竞争已从续航里程、智能配置等产品层面的“军备竞赛”,全面升级至对用户购车决策模型的重构和金融生态的深度运营。 全面跟进的差异化竞争 在政策推出后,《华夏时报》记者走访了几家新能源汽车展厅,发现一个显著变化。销售人员的核心话术已经从续航里程和车辆配置,转变为月供数字。在北京一家小鹏汽车体验中心,销售人员对记者表示:“您看的这款MONA M03,指导价是11.98万元,现在首付仅需1.8万元,分84期还款,月供1355元,这相当于每天只要45元,比您打车上下班的费用要低。” 这种从“产品参数导向”到“财务方案导向”的转变,正在全国各地的汽车展厅同步上演。在特斯拉体验店,销售顾问王女士告诉记者,她现在大部分时间都在解释各种金融方案。“很多客户原本计划全款购车,但当了解到年化利率仅0.98%时,他们会重新考虑资金的使用效率。” 值得一提的是,不同品牌在销售策略上呈现出鲜明差异。理想汽车的销售团队更侧重家庭财务规划,销售人员向记者分享道:“我们不只是谈论月供数字,而是帮助客户制定7年期的家庭资产配置方案。特别是对选择L9、i8等高配车型的客户,我们会引导他们关注资金的时间价值和机会成本。” 据业内人士透露,多家头部车企在政策推出前组织了全国销售团队的紧急培训,重点并非产品知识更新,而是金融方案讲解技巧和用户财务规划方法。“我们需要确保每位销售都能用通俗语言解释年化利率、等额本息、残值风险这些专业概念,甚至能根据客户的家庭收支状况提供定制化的金融建议。” 市场反应的积极变化直观验证了销售策略转型的有效性,在周末,多家品牌展厅内人流明显增加,不少消费者是专门为详细了解7年期金融方案而首次进店咨询。这种基于长期财务规划的新型购车模式,正在吸引一批过去因一次性支付压力而犹豫的潜在客户。 更深层次的影响在于,一份长达七年的金融合约,从根本上重构了销售人员与客户之间的关系性质。一位拥有十年经验的资深销售顾问坦言:“合约签署远不是服务的终点,而是一段长期关系的起点。我们现在必须思考的是,如何在未来84个月里,持续为客户提供价值、维护良好的体验。因为客户在这七年里的每一次充电、每一次保养、每一次软件更新体验,都会累积成对品牌的整体印象,这直接决定了贷款周期结束后,他是否还会选择我们的品牌,以及会向多少朋友推荐我们。” 这种从“交易达成”到“关系运维”的转变,正在强力推动整个汽车销售体系从传统的一次性交易模式,向以用户全生命周期为中心的持续服务模式转型。销售人员的工作重心,正从短期内促成单次销售,延伸到长期内培养客户忠诚度与品牌信任。这要求企业不仅在前端提供有竞争力的金融产品,更需要在后端构建一套覆盖用车全周期、能够持续创造触点和价值的服务体系,从而将一次购车行为,转化为一个长效用户运营的开端。 金融战逻辑与行业展望 当销售一线用低月供吸引消费者时,车企高层则在下一盘更大的棋。小米集团董事长雷军在直播中坦言决策过程,特斯拉政策一出,我的微博评论区涌入数千条询问“小米是否跟进”的留言。我们团队讨论后,最终决定推出应对方案。值得一提的是,除了7年低息之外,小米汽车此前还为小米YU7提供了3年0息的购车政策。 理想汽车方面对记者进一步阐释了其金融政策的战略考量,强调此次行动并非短期促销,而是一次重构用户购车体验的体系化布局。“我们推出免息与低息政策,核心目标是消除用户在拥有理想汽车过程中的关键决策障碍。通过提供长达7年的分期方案,理想汽车能够将月度还款金额显著降低至与传统家庭消费预算更匹配的区间。” 这场金融战表面上是利率和月供的竞争,实质上是资金成本和融资能力的较量。汽车行业观察员赵永琪对《华夏时报》记者指出:“特斯拉、理想、小鹏等头部新能源车企在资本市场拥有较强融资能力,他们的资金成本比传统车企低1—2个百分点。在7年周期中,这一微小差异会形成显著竞争优势。”资金成本的优势使得头部车企能够承担更激进的金融政策,而这一优势又将进一步扩大市场占有率,形成强者愈强的循环。 从行业格局看,这场金融战正在加速市场洗牌。赵永琪分析道:“资金实力较弱的品牌很难跟进长期低息方案,可能被迫退出主流市场竞争。未来三年,市场集中度将显著提高,头部企业的份额可能增长15—20个百分点。”这一过程将推动资源向更具创新能力和资金效率的企业集中,促进整个行业的升级。 值得一提的是,消费者在这场金融战中也变得更加理性和成熟。互联网从业者张先生表示:“我会仔细计算7年总成本,而不仅仅是月供数字。”家庭用户刘女士则更关注长期价值:“我需要综合考虑月供、利息总额和7年后的车辆残值。”这些理性的声音反映了市场教育的成果,也促使车企提供更加透明和可持续的金融方案。 在赵永琪看来,这场7年低息金融战可能只是汽车产业变革的序章。随着技术迭代加速和商业模式创新,汽车金融可能呈现更多样化形态。残值保障产品可能成为新竞争焦点,弹性还款方案可能满足不同收入群体的需求,而“汽车订阅服务”可能彻底改变车辆拥有和使用方式。这些创新将共同推动汽车产业从制造业向服务业转型,车辆本身不再是主要利润来源,而是连接用户与增值服务的入口。(文章来源:华夏时报网)","news_type":1,"symbols_score_info":{"TSLI":0.6,"TSYY":0.6,"TSL":0.6,"TSLP":0.6,"TSLA":1.95,"LI":1.88,"07766":0.6,"TESL":0.6,"TSDD":0.6,"XPEV":1.91,"TSLG":0.6,"TSLW":0.6,"TSLS":0.6,"TSLY":0.6,"TSLT":0.6,"TSLQ":0.6,"02015":1.88,"CRSH":0.6,"09868":1.91,"TSLR":0.6,"TSLZ":0.6,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525413181223240,"gmtCreate":1769301385005,"gmtModify":1769301388096,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487707251567403","authorIdStr":"3487707251567403"},"themes":[],"title":"","htmlText":"某想,产品定义高手?在竞争对手少的时候能自封,当大家都增程的时候,核心优势在哪里?不好意思,啥都没有,就是个组机的,跟电脑界的LX有得一比,格局就那样,这不是洗稿把自己名字放在其它竞争对手前面,不是混发信息搞乱自驾先锋是自己就能得逞的,净整些上不了台面的花活,到最后只有一个结局,被踢下台。","listText":"某想,产品定义高手?在竞争对手少的时候能自封,当大家都增程的时候,核心优势在哪里?不好意思,啥都没有,就是个组机的,跟电脑界的LX有得一比,格局就那样,这不是洗稿把自己名字放在其它竞争对手前面,不是混发信息搞乱自驾先锋是自己就能得逞的,净整些上不了台面的花活,到最后只有一个结局,被踢下台。","text":"某想,产品定义高手?在竞争对手少的时候能自封,当大家都增程的时候,核心优势在哪里?不好意思,啥都没有,就是个组机的,跟电脑界的LX有得一比,格局就那样,这不是洗稿把自己名字放在其它竞争对手前面,不是混发信息搞乱自驾先锋是自己就能得逞的,净整些上不了台面的花活,到最后只有一个结局,被踢下台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525413181223240","repostId":"2605413409","repostType":2,"repost":{"id":"2605413409","kind":"news","pubTimestamp":1769181115,"share":"https://www.laohunote.com/m/news/2605413409?lang=zh_CN&edition=full","pubTime":"2026-01-23 23:11","market":"us","language":"zh","title":"2025 年车圈期末考,有人躺赢,有人退步","url":"https://stock-news.laohu8.com/highlight/detail?id=2605413409","media":"伯虎财经","summary":"2025 车企年终总结:有人躺赢!看完这一年各个车企销量成绩单,只能说:有人笑到合不拢嘴,还有人在及格线边缘疯狂试探。甚至,其2025 年第三季度毛利率达 26.4%,实现单季盈利,商业化落地能力尤为突出。2025年,蔚来以 32.6 万辆排在新势力六强末尾,完成率74%。2025年蔚来一度要被淘汰,上半年一共才交付11.4万辆车。靠着乐道L90和蔚来es8接连两个爆款,蔚来四季度交付了12.5万辆车,比整个上半年都多。","content":"<html><body><article><p>2025 车企年终总结:有人躺赢!有人退步?</p><p>看完这一年各个车企销量成绩单,只能说:有人笑到合不拢嘴,还有人在及格线边缘疯狂试探。</p><p>咱先唠唠超额完成的卷王天团!这三家凭借硬核体系能力,稳稳兑现了市场预期:</p><p><a href=\"https://laohu8.com/S/09863\">零跑</a>绝对是年度最大赢家,“半价<a href=\"https://laohu8.com/S/LI\">理想</a>”交付近60 万辆,完成率超 110%,直接从 2024 年老二逆袭成新势力销冠!别以为它只靠低价,其实人家是把成本控制玩到了极致—— 全域自研搞出 88% 的共享零部件率,A 到 D 系列车型能共用核心架构和三电系统,规模效应一上来,15 万级的车都能装激光雷达,性价比直接拉满了。</p><p>小鹏也翻身农奴把歌唱,完成率同样超110%,全年卖了 42.9 万辆。之前低谷期差点被淘汰,后来“把高阶智驾下放”,MONA 系列一上市就爆火,把<span>技术优势</span>变成了用户能感知的价值,才算稳住阵脚。</p><p><a href=\"https://laohu8.com/S/XIACY\">小米</a>作为新玩家更是黑马中的黑马,首年完整交付就卖超40 万辆,超额完成目标!雷军的流量加持固然亮眼,但<a href=\"https://laohu8.com/S/01810\">小米</a>的核心优势在于:将消费电子领域的成熟经验成功带进了汽车圈:初期集中资源打造SU7 单一爆款,提升研发与生产效率;复用消费电子领域严苛的供应链成本控制与规模议价能力;再加上“人车家全生态”的协同优势,带来的结果很直观:据统计,72%的<a href=\"https://laohu8.com/S/81810\">小米</a>SU7用户为“米粉”,获客成本比行业低。甚至,其2025 年第三季度毛利率达 26.4%,实现单季盈利,商业化落地能力尤为突出。</p><p>再看看销量数据稳到开挂的“完成组”,<a href=\"https://laohu8.com/S/01490\">车市</a>再卷,它们照样稳稳拿捏~</p><p><a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>不用多说,460 万辆的成绩直接封神,不仅稳坐国内销冠,更是拿下全球第一!能完成目标全靠全产业链buff 叠满,从电池到整车全自研,再加上海外市场发力,一年卖了 101 万辆,压根儿没给对手留机会!</p><p><a href=\"https://laohu8.com/S/00175\">吉利</a>和奇瑞也毫不含糊!吉利全年302 万辆达标,<a href=\"https://laohu8.com/S/ZK\">极氪</a>品牌贡献 22.4 万辆;奇瑞更猛,263 万辆中海外销量 134 万,直接超过国内,堪称 “出口之王”,靠的就是全球化布局和扎实的产品力。<a href=\"https://laohu8.com/S/002071\">长城</a>虽然只交付 132 万辆,但也算完成了自身节奏,旗下魏牌在混动路线上守住了阵地,算是在转型中稳步前行。</p><p>最后来看,有哪些车企未达到年度目标?理想绝对是最让人意外的,全年40.6 万辆,完成率没超过 65%,较2024年明显失速。过去靠“增程 + 奶爸车”的公式在蓝海狂奔,现在游戏规则变了,纯电车型没爆火,智驾也没建立起绝对优势,从“产品定义高手”向“技术公司”转型的过渡期,显然没跟上节奏。</p><p>鸿蒙智行58.9 万辆的成绩虽然完成率低于65%,但含金量十足。前面提到的品牌们,绝大部分的走量车型都是十几万一下的低价车,而鸿蒙智行的均价高达39万,明显高于BBA这些传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌。这也宣示着中国豪华车市场格局重构,“豪华”不再依赖品牌血统,而是由科技体验定义。</p><p>和理想相反的是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。2025年,<a href=\"https://laohu8.com/S/09866\">蔚来</a>以 32.6 万辆排在新势力六强末尾,完成率74%。2025年<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>一度要被淘汰,上半年一共才交付11.4万辆车。下半年,在李斌的带领下,蔚来放弃了过去那套过于理想主义的发展模式,转向务实。不仅把没必要的支出砍掉,在车型设计上也更强调空间,迎合咱们“大车”的消费喜好。靠着乐道L90和蔚来es8接连两个爆款,蔚来四季度交付了12.5万辆车,比整个上半年都多。</p><p>说到底,2025 年的目标完成率就是一面照妖镜:超额完成的,要么靠极致的成本控制,要么靠技术落地能力,要么靠生态协同优势,都是把核心本事变成了销量;稳稳完成的,全是靠全产业链、全球化布局的硬实力;没完成的,要么是产品周期掉链子,要么是战略没踩准市场节奏,要么是单一优势撑不起全局。</p><p>不难看出,车市早就告别“画饼就能赢” 的时代了,能不能完成目标,拼的不是口号多响,而是体系化能力够不够硬。那些还在靠 “讲故事”“堆概念” 的车企,迟早被市场淘汰 —— 毕竟消费者越来越理性,能落地、能卖车、能兑现承诺,才是车企活下去的唯一真理!</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">\n2025 年车圈期末考,有人躺赢,有人退步\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 23:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123231657a44ef907&s=b><strong>伯虎财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025 车企年终总结:有人躺赢!有人退步?看完这一年各个车企销量成绩单,只能说:有人笑到合不拢嘴,还有人在及格线边缘疯狂试探。咱先唠唠超额完成的卷王天团!这三家凭借硬核体系能力,稳稳兑现了市场预期:零跑绝对是年度最大赢家,“半价理想”交付近60 万辆,完成率超 110%,直接从 2024 年老二逆袭成新势力销冠!别以为它只靠低价,其实人家是把成本控制玩到了极致—— 全域自研搞出 88% 的共享...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123231657a44ef907&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","81810":"小米集团-WR","601633":"长城汽车","BK4504":"桥水持仓","02333":"长城汽车","BK4588":"碎股","BK4548":"巴美列捷福持仓","01810":"小米集团-W","09863":"零跑汽车","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","GELYY":"吉利汽车ADR","BK4509":"腾讯概念","09868":"小鹏集团-W","01211":"比亚迪股份","02015":"理想汽车-W","00175":"吉利汽车","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BYDDY":"比亚迪ADR","GWLLY":"长城汽车ADR","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","XPEV":"小鹏集团","09973":"奇瑞汽车","LI":"理想汽车","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","002594":"比亚迪","09927":"赛力斯"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123231657a44ef907&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605413409","content_text":"2025 车企年终总结:有人躺赢!有人退步?看完这一年各个车企销量成绩单,只能说:有人笑到合不拢嘴,还有人在及格线边缘疯狂试探。咱先唠唠超额完成的卷王天团!这三家凭借硬核体系能力,稳稳兑现了市场预期:零跑绝对是年度最大赢家,“半价理想”交付近60 万辆,完成率超 110%,直接从 2024 年老二逆袭成新势力销冠!别以为它只靠低价,其实人家是把成本控制玩到了极致—— 全域自研搞出 88% 的共享零部件率,A 到 D 系列车型能共用核心架构和三电系统,规模效应一上来,15 万级的车都能装激光雷达,性价比直接拉满了。小鹏也翻身农奴把歌唱,完成率同样超110%,全年卖了 42.9 万辆。之前低谷期差点被淘汰,后来“把高阶智驾下放”,MONA 系列一上市就爆火,把技术优势变成了用户能感知的价值,才算稳住阵脚。小米作为新玩家更是黑马中的黑马,首年完整交付就卖超40 万辆,超额完成目标!雷军的流量加持固然亮眼,但小米的核心优势在于:将消费电子领域的成熟经验成功带进了汽车圈:初期集中资源打造SU7 单一爆款,提升研发与生产效率;复用消费电子领域严苛的供应链成本控制与规模议价能力;再加上“人车家全生态”的协同优势,带来的结果很直观:据统计,72%的小米SU7用户为“米粉”,获客成本比行业低。甚至,其2025 年第三季度毛利率达 26.4%,实现单季盈利,商业化落地能力尤为突出。再看看销量数据稳到开挂的“完成组”,车市再卷,它们照样稳稳拿捏~比亚迪不用多说,460 万辆的成绩直接封神,不仅稳坐国内销冠,更是拿下全球第一!能完成目标全靠全产业链buff 叠满,从电池到整车全自研,再加上海外市场发力,一年卖了 101 万辆,压根儿没给对手留机会!吉利和奇瑞也毫不含糊!吉利全年302 万辆达标,极氪品牌贡献 22.4 万辆;奇瑞更猛,263 万辆中海外销量 134 万,直接超过国内,堪称 “出口之王”,靠的就是全球化布局和扎实的产品力。长城虽然只交付 132 万辆,但也算完成了自身节奏,旗下魏牌在混动路线上守住了阵地,算是在转型中稳步前行。最后来看,有哪些车企未达到年度目标?理想绝对是最让人意外的,全年40.6 万辆,完成率没超过 65%,较2024年明显失速。过去靠“增程 + 奶爸车”的公式在蓝海狂奔,现在游戏规则变了,纯电车型没爆火,智驾也没建立起绝对优势,从“产品定义高手”向“技术公司”转型的过渡期,显然没跟上节奏。鸿蒙智行58.9 万辆的成绩虽然完成率低于65%,但含金量十足。前面提到的品牌们,绝大部分的走量车型都是十几万一下的低价车,而鸿蒙智行的均价高达39万,明显高于BBA这些传统豪华品牌。这也宣示着中国豪华车市场格局重构,“豪华”不再依赖品牌血统,而是由科技体验定义。和理想相反的是蔚来。2025年,蔚来以 32.6 万辆排在新势力六强末尾,完成率74%。2025年蔚来一度要被淘汰,上半年一共才交付11.4万辆车。下半年,在李斌的带领下,蔚来放弃了过去那套过于理想主义的发展模式,转向务实。不仅把没必要的支出砍掉,在车型设计上也更强调空间,迎合咱们“大车”的消费喜好。靠着乐道L90和蔚来es8接连两个爆款,蔚来四季度交付了12.5万辆车,比整个上半年都多。说到底,2025 年的目标完成率就是一面照妖镜:超额完成的,要么靠极致的成本控制,要么靠技术落地能力,要么靠生态协同优势,都是把核心本事变成了销量;稳稳完成的,全是靠全产业链、全球化布局的硬实力;没完成的,要么是产品周期掉链子,要么是战略没踩准市场节奏,要么是单一优势撑不起全局。不难看出,车市早就告别“画饼就能赢” 的时代了,能不能完成目标,拼的不是口号多响,而是体系化能力够不够硬。那些还在靠 “讲故事”“堆概念” 的车企,迟早被市场淘汰 —— 毕竟消费者越来越理性,能落地、能卖车、能兑现承诺,才是车企活下去的唯一真理!","news_type":1,"symbols_score_info":{"80175":0.9,"81211":0.9,"81810":0.9,"601633":1.79,"002594":1.83,"02333":1.79,"09868":1.88,"LI":1.85,"09927":0.9,"09866":1.82,"09863":0.9,"EVS.SI":0.6,"XPEV":1.88,"01211":1.83,"GELYY":1.81,"01810":0.9,"GWLLY":1.79,"00175":1.81,"NIO":1.82,"NIO.SI":1.82,"BYDDY":1.83,"09973":0.9,"02015":1.85}},"isVote":1,"tweetType":1,"viewCount":2417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":977419291,"gmtCreate":1601680885613,"gmtModify":1703825113947,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!09-26 00:21汽车达人看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!比亚迪汉作为全新上市的一款车型,在外观的设计上是真的很用心,整台车的造型是非常个性的,车子开出去绝对会引起比较高的回头率。内饰实在是太豪华了,配置超级高,而且车内的颜色搭配以及做工用料都很不错,看上去也挺有质感的,而且我这车上还没有太大的异味影响,即使不放去除异味的东西,过段时间淡淡的味道也是可以散掉的。作为一台中大型轿车,比亚迪汉的车身尺寸真的是非常大的,车身长度接近5米,这是宽度超过1.9米,而且这个轴距也已经超过了2.9米,所以说综合来讲这个空间肯定是非常大的,车内的乘坐空间待别宽敞,我朋友1.8米的身高坐在我的车上的后排膝盖跟前边座椅的靠背也还是有一定距离。这辆车上的前后电动机所爆发出的最大扭矩都达到了680NM,我买的这个是高性能版本的,所以说加速表现真的是超级厉害了,当然零百加速也可以跑到3.9s得好成绩,所以说整个车子带给我的动力体验肯定也是非常OK。比亚迪汉的车身尺寸的确是比较大的,但并没有在很大程度上影响到自身的操控灵活度,当然比普通车子的盲区肯定要更大,但这台车子的辅助性操控,配置做的是非常全面的,我这个配置也有360度全景影像,而且在平时行驶的过程中,感觉整个车子行驶稳定性真的是非常强的,所以带给我的操控感受也确实是很棒的。我平时也主要就是在市区代代步,开这辆车根本是不需要跑远途的,官方所给出的这个续航是550km(满电状态下),现在我实际测试出来基本上能跑到480~500km这个区间,我平时开的也比较猛一点,起步的时候都非常快,总之在我的这种驾驶习惯下,能跑到这个水平也真的是非常厉害了,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!09-26 00:21汽车达人看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!比亚迪汉作为全新上市的一款车型,在外观的设计上是真的很用心,整台车的造型是非常个性的,车子开出去绝对会引起比较高的回头率。内饰实在是太豪华了,配置超级高,而且车内的颜色搭配以及做工用料都很不错,看上去也挺有质感的,而且我这车上还没有太大的异味影响,即使不放去除异味的东西,过段时间淡淡的味道也是可以散掉的。作为一台中大型轿车,比亚迪汉的车身尺寸真的是非常大的,车身长度接近5米,这是宽度超过1.9米,而且这个轴距也已经超过了2.9米,所以说综合来讲这个空间肯定是非常大的,车内的乘坐空间待别宽敞,我朋友1.8米的身高坐在我的车上的后排膝盖跟前边座椅的靠背也还是有一定距离。这辆车上的前后电动机所爆发出的最大扭矩都达到了680NM,我买的这个是高性能版本的,所以说加速表现真的是超级厉害了,当然零百加速也可以跑到3.9s得好成绩,所以说整个车子带给我的动力体验肯定也是非常OK。比亚迪汉的车身尺寸的确是比较大的,但并没有在很大程度上影响到自身的操控灵活度,当然比普通车子的盲区肯定要更大,但这台车子的辅助性操控,配置做的是非常全面的,我这个配置也有360度全景影像,而且在平时行驶的过程中,感觉整个车子行驶稳定性真的是非常强的,所以带给我的操控感受也确实是很棒的。我平时也主要就是在市区代代步,开这辆车根本是不需要跑远途的,官方所给出的这个续航是550km(满电状态下),现在我实际测试出来基本上能跑到480~500km这个区间,我平时开的也比较猛一点,起步的时候都非常快,总之在我的这种驾驶习惯下,能跑到这个水平也真的是非常厉害了,","text":"$特斯拉(TSLA)$看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!09-26 00:21汽车达人看了特斯拉model3,花28万提辆比亚迪汉,车主:我想说句真心话!比亚迪汉作为全新上市的一款车型,在外观的设计上是真的很用心,整台车的造型是非常个性的,车子开出去绝对会引起比较高的回头率。内饰实在是太豪华了,配置超级高,而且车内的颜色搭配以及做工用料都很不错,看上去也挺有质感的,而且我这车上还没有太大的异味影响,即使不放去除异味的东西,过段时间淡淡的味道也是可以散掉的。作为一台中大型轿车,比亚迪汉的车身尺寸真的是非常大的,车身长度接近5米,这是宽度超过1.9米,而且这个轴距也已经超过了2.9米,所以说综合来讲这个空间肯定是非常大的,车内的乘坐空间待别宽敞,我朋友1.8米的身高坐在我的车上的后排膝盖跟前边座椅的靠背也还是有一定距离。这辆车上的前后电动机所爆发出的最大扭矩都达到了680NM,我买的这个是高性能版本的,所以说加速表现真的是超级厉害了,当然零百加速也可以跑到3.9s得好成绩,所以说整个车子带给我的动力体验肯定也是非常OK。比亚迪汉的车身尺寸的确是比较大的,但并没有在很大程度上影响到自身的操控灵活度,当然比普通车子的盲区肯定要更大,但这台车子的辅助性操控,配置做的是非常全面的,我这个配置也有360度全景影像,而且在平时行驶的过程中,感觉整个车子行驶稳定性真的是非常强的,所以带给我的操控感受也确实是很棒的。我平时也主要就是在市区代代步,开这辆车根本是不需要跑远途的,官方所给出的这个续航是550km(满电状态下),现在我实际测试出来基本上能跑到480~500km这个区间,我平时开的也比较猛一点,起步的时候都非常快,总之在我的这种驾驶习惯下,能跑到这个水平也真的是非常厉害了,","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":66,"commentSize":43,"repostSize":2,"link":"https://laohu8.com/post/977419291","isVote":1,"tweetType":1,"viewCount":19884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558619055336596","authorId":"3558619055336596","name":"杀涨追跌勿做反向小韭菜","avatar":"https://static.tigerbbs.com/912b96dab9ba9fb4aa744d50cd21f729","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3558619055336596","idStr":"3558619055336596"},"content":"无关国产,byd=low","text":"无关国产,byd=low","html":"无关国产,byd=low"},{"author":{"id":"3545278211081419","authorId":"3545278211081419","name":"小小股神刘秀","avatar":"https://static.tigerbbs.com/452c00b42b5e205b8e6586cb296c4fe2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545278211081419","idStr":"3545278211081419"},"content":"充了5次电,狂奔了1800km。自动驾驶系统经历过大雨和雾茫茫的天气考验,而且99.5%的路程都是自动驾驶。几乎没有开长途车的疲劳感。可以说我开过舒适最好的一台车,但是充电桩太难找了。高速电价也贵,不过特斯拉品牌值得信赖,以后还会买cybertruck!","text":"充了5次电,狂奔了1800km。自动驾驶系统经历过大雨和雾茫茫的天气考验,而且99.5%的路程都是自动驾驶。几乎没有开长途车的疲劳感。可以说我开过舒适最好的一台车,但是充电桩太难找了。高速电价也贵,不过特斯拉品牌值得信赖,以后还会买cybertruck!","html":"充了5次电,狂奔了1800km。自动驾驶系统经历过大雨和雾茫茫的天气考验,而且99.5%的路程都是自动驾驶。几乎没有开长途车的疲劳感。可以说我开过舒适最好的一台车,但是充电桩太难找了。高速电价也贵,不过特斯拉品牌值得信赖,以后还会买cybertruck!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335113315,"gmtCreate":1610547109937,"gmtModify":1703745105628,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>我做空了,满仓,这股跌的不休,买空……","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>我做空了,满仓,这股跌的不休,买空……","text":"$Yalla Group(YALA)$我做空了,满仓,这股跌的不休,买空……","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/335113315","isVote":1,"tweetType":1,"viewCount":9322,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9810510172958","authorId":"9810510172958","name":"羽名","avatar":"https://static.tigerbbs.com/9e9d7205f73d7b8f8339da90cc8004e3","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"9810510172958","idStr":"9810510172958"},"content":"这股做空,可太需要勇气了🙈","text":"这股做空,可太需要勇气了🙈","html":"这股做空,可太需要勇气了🙈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947718811,"gmtCreate":1597414538733,"gmtModify":1704215818409,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老子已全仓,涨吧,感谢!大跌吧,融资抄了,也感谢!兄弟们,干!!!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老子已全仓,涨吧,感谢!大跌吧,融资抄了,也感谢!兄弟们,干!!!","text":"$老虎证券(TIGR)$老子已全仓,涨吧,感谢!大跌吧,融资抄了,也感谢!兄弟们,干!!!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/947718811","isVote":1,"tweetType":1,"viewCount":7020,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452641362579276","authorId":"3452641362579276","name":"透甲锥","avatar":"https://static.laohu8.com/d576f293167e1db7f539efdb1cab6f73","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3452641362579276","idStr":"3452641362579276"},"content":"朋友,即使这次大赚,可你这个风格会吃大亏。虽然我也是重仓,仍然不敢全仓","text":"朋友,即使这次大赚,可你这个风格会吃大亏。虽然我也是重仓,仍然不敢全仓","html":"朋友,即使这次大赚,可你这个风格会吃大亏。虽然我也是重仓,仍然不敢全仓"},{"author":{"id":"38606654418955","authorId":"38606654418955","name":"水木投资","avatar":"https://static.tigerbbs.com/0a5d873c0c73fd314af88dc0df6c3338","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"38606654418955","idStr":"38606654418955"},"content":"你这是赌博,一个大跌你就完蛋","text":"你这是赌博,一个大跌你就完蛋","html":"你这是赌博,一个大跌你就完蛋"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854350425,"gmtCreate":1635422278114,"gmtModify":1635422421398,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>$老虎证券(TIGR)$ 老虎啊,对你现在只有一句话要说:用户的信任,需要你全力守护[抱拳]","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>$老虎证券(TIGR)$ 老虎啊,对你现在只有一句话要说:用户的信任,需要你全力守护[抱拳]","text":"$老虎证券(TIGR)$$老虎证券(TIGR)$ 老虎啊,对你现在只有一句话要说:用户的信任,需要你全力守护[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854350425","isVote":1,"tweetType":1,"viewCount":3924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375709667061792,"gmtCreate":1732756894137,"gmtModify":1732756897871,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ 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同样玩增程的零跑,销量已经块要把理想给干下去了,所以,Li的实力也就那样;想想2025,大家都增程了,车圈哪还有Li的什么地位!拉下来是最自然的结果!靠电车?呵呵,你知道他电车销量多少吗?都捂着不公开宣传,就知道是啥情况了......其实我对LI本没多大意见,但当其玩周榜玩出这么低智的时候,就有点拿大家当猴耍了,人品不行,走不远...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/375709667061792","isVote":1,"tweetType":1,"viewCount":5786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"40755592320768","authorId":"40755592320768","name":"人称川渝美食家","avatar":"https://static.tigerbbs.com/9c59c999fe7d2762a231d3a6feca6635","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"40755592320768","idStr":"40755592320768"},"content":"为什么老虎要推这种低质内容在股票页?","text":"为什么老虎要推这种低质内容在股票页?","html":"为什么老虎要推这种低质内容在股票页?"},{"author":{"id":"3574201674789492","authorId":"3574201674789492","name":"flyone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574201674789492","idStr":"3574201674789492"},"content":"买理想就是因为车舒服,不是增程式的问题","text":"买理想就是因为车舒服,不是增程式的问题","html":"买理想就是因为车舒服,不是增程式的问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825503987,"gmtCreate":1634246336289,"gmtModify":1634246336289,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/c2c9fd6c5bac5e2062ea56a3ee503a9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>现在应该是试探期,出规,审查,再放风,靴子才落地;在大风面前,现场抄,是赌,rmb多的没事,做多的散们还是悠着点,等是目前最好的处理方式,在大风面前,直接拐头向上戏剧式的几率极低……","listText":"<a 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22:00摩根大通认为,无论从何种估值角度,特斯拉目前的股价都严重高估。其给予特斯拉低配评级,目标价格90美元,这较公司目前649美元的市场价格有86%的下跌空间。打开百度APP,查看更多高清图片摩根大通表示,目前基本上所有的估值指标都暗示特斯拉被严重高估:按照市场对于公司未来12个月盈利预期计算,公司目前市盈率高达175x,而公司所处汽车行业中,宝马、戴姆勒和丰田等行业龙头公司的估值仅为14x、10x和16x。自2018年12月8日以来,特斯拉的股价已经上涨了808%,华尔街分析师对于公司的目标价格相应的也增长了451%,但与此同时,分析师普遍下调了对于公司2020—2024年的盈利预期。这种盈利与股价的巨大差距暗示特斯拉本轮的上涨是由某些基本面之外的因素(投机?)所驱动。摩根大通指出,特斯拉今年业绩超预期很大程度上得益于公司环保积分的销售,但这与电动车的长期销售驱动因素无关:多个国家已暗示将在2035年禁售新的内燃动力汽车,届时环比积分销售对车企影响将明显减弱(传统车企在这之前就必须完成转型)。在基本面估值上,特斯拉目前的市值为6160亿美元,几乎是丰田和大众3190亿美元总市值的两倍(193%)。作为全球汽车巨头,丰田和大众2019年全年汽车销量达到销售2180万辆车辆,同时产生402亿美元的税前利润,这与特斯拉40万的电动车年产量和8亿美元的税前利润(包括大量补贴)有着天壤之别。摩根大通指出,目前特斯拉市价背后所反映的乐观情绪同样让不安。市场对于特斯拉总销量接近丰田和大众的总和,利润率却能达到后者2倍的未来假设过于乐观,这显然忽视了公司所面临的具体执行风险和新进入者的竞争压力。除非公司在其他多个领域(","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>只值90美元?摩根大通称特斯拉股价被严重高估,建议低配12-09 22:00摩根大通认为,无论从何种估值角度,特斯拉目前的股价都严重高估。其给予特斯拉低配评级,目标价格90美元,这较公司目前649美元的市场价格有86%的下跌空间。打开百度APP,查看更多高清图片摩根大通表示,目前基本上所有的估值指标都暗示特斯拉被严重高估:按照市场对于公司未来12个月盈利预期计算,公司目前市盈率高达175x,而公司所处汽车行业中,宝马、戴姆勒和丰田等行业龙头公司的估值仅为14x、10x和16x。自2018年12月8日以来,特斯拉的股价已经上涨了808%,华尔街分析师对于公司的目标价格相应的也增长了451%,但与此同时,分析师普遍下调了对于公司2020—2024年的盈利预期。这种盈利与股价的巨大差距暗示特斯拉本轮的上涨是由某些基本面之外的因素(投机?)所驱动。摩根大通指出,特斯拉今年业绩超预期很大程度上得益于公司环保积分的销售,但这与电动车的长期销售驱动因素无关:多个国家已暗示将在2035年禁售新的内燃动力汽车,届时环比积分销售对车企影响将明显减弱(传统车企在这之前就必须完成转型)。在基本面估值上,特斯拉目前的市值为6160亿美元,几乎是丰田和大众3190亿美元总市值的两倍(193%)。作为全球汽车巨头,丰田和大众2019年全年汽车销量达到销售2180万辆车辆,同时产生402亿美元的税前利润,这与特斯拉40万的电动车年产量和8亿美元的税前利润(包括大量补贴)有着天壤之别。摩根大通指出,目前特斯拉市价背后所反映的乐观情绪同样让不安。市场对于特斯拉总销量接近丰田和大众的总和,利润率却能达到后者2倍的未来假设过于乐观,这显然忽视了公司所面临的具体执行风险和新进入者的竞争压力。除非公司在其他多个领域(","text":"$特斯拉(TSLA)$只值90美元?摩根大通称特斯拉股价被严重高估,建议低配12-09 22:00摩根大通认为,无论从何种估值角度,特斯拉目前的股价都严重高估。其给予特斯拉低配评级,目标价格90美元,这较公司目前649美元的市场价格有86%的下跌空间。打开百度APP,查看更多高清图片摩根大通表示,目前基本上所有的估值指标都暗示特斯拉被严重高估:按照市场对于公司未来12个月盈利预期计算,公司目前市盈率高达175x,而公司所处汽车行业中,宝马、戴姆勒和丰田等行业龙头公司的估值仅为14x、10x和16x。自2018年12月8日以来,特斯拉的股价已经上涨了808%,华尔街分析师对于公司的目标价格相应的也增长了451%,但与此同时,分析师普遍下调了对于公司2020—2024年的盈利预期。这种盈利与股价的巨大差距暗示特斯拉本轮的上涨是由某些基本面之外的因素(投机?)所驱动。摩根大通指出,特斯拉今年业绩超预期很大程度上得益于公司环保积分的销售,但这与电动车的长期销售驱动因素无关:多个国家已暗示将在2035年禁售新的内燃动力汽车,届时环比积分销售对车企影响将明显减弱(传统车企在这之前就必须完成转型)。在基本面估值上,特斯拉目前的市值为6160亿美元,几乎是丰田和大众3190亿美元总市值的两倍(193%)。作为全球汽车巨头,丰田和大众2019年全年汽车销量达到销售2180万辆车辆,同时产生402亿美元的税前利润,这与特斯拉40万的电动车年产量和8亿美元的税前利润(包括大量补贴)有着天壤之别。摩根大通指出,目前特斯拉市价背后所反映的乐观情绪同样让不安。市场对于特斯拉总销量接近丰田和大众的总和,利润率却能达到后者2倍的未来假设过于乐观,这显然忽视了公司所面临的具体执行风险和新进入者的竞争压力。除非公司在其他多个领域(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/392717543","isVote":1,"tweetType":1,"viewCount":6146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}