NasdaqBoy的个人主页 - 老虎社区

NasdaqBoy

NasdaqBoy

纳斯达克忠实拥趸，长持20年！

IP属地：山西

21关注

91粉丝

2主题

0勋章

09:40

15%，一月二月加杠杆亏了不少，后期没有加杠杆，勉强盈亏平衡，获得了15%的收益

2025-11-18

我一直以为想要炒股，先得学会看新闻。那么问题来了～这个白宫科技大佬清仓英伟达买入苹果，第三季度巴菲特清仓苹果买入谷歌google。那么他两你跟谁？？？😂

清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果

2025-11-06

老特上台这一年来，把整个美股搞的天翻地覆，4月关税引发美股地震，好不容易十月恢复元气，政府关门导致的流动性危机，美股又开始跌，今年纳斯达克总体收益率估计够呛。[微笑]

2025-11-05

$Oklo Inc.(OKLO)$ 财报一出，跌破100

2025-10-24

$奈飞(NFLX)$ 长久看好奈飞$奈飞(NFLX)$

2025-10-22

$Oklo Inc.(OKLO)$ 涨的快跌得也快

2025-10-17

今晚多空大战激烈，坐等明早一觉醒来的结果！

2025-10-16

$奈飞(NFLX)$ 买奈飞的原因是因为喜欢看他出品的剧！

2025-10-16

$百事可乐(PEP)$ 无论涨成多少，我都不卖，无论跌成多少，我也不卖，因为我爱喝百事可乐。我喝百事可乐就和那些吃饭不能没有酒的人一样，每顿饭必不可少。

2025-10-16

$特斯拉(TSLA)$ 今晚多空双杀激烈呀

2025-10-16

5倍杠杆ETF，要是来个黑天鹅，赔的裤衩子都不剩，不过既然是讨论，那我高低推荐特斯拉，无脑冲就完事了，为信仰而战！！！

2025-07-23

$地平线机器人-W(09660)$ 我朋友在这个公司上班

2025-07-23

$奈飞(NFLX)$ 什么时候拆股啊，现在这价格，买不起呀。

2025-07-23

$苹果(AAPL)$ 新机发布前买点。

2025-07-23

$特斯拉(TSLA)$ 基本面没啥问题，不知道年底能上400不

2025-07-23

$Rocket Lab USA, Inc.(RKLB)$ 这股我看到227，只是时间问题。

2025-07-23

$Rocket Lab USA, Inc.(RKLB)$ 那批17块钱买进的人也不知道还拿着没？

2025-07-23

$Cyngn Inc(CYN)$ 慢慢拿着吧，总不至于退市吧？

2025-07-01

$特斯拉(TSLA)$ ，争取跌到250

2025-04-10

盈利没有，只是收复了失地

去老虎APP查看更多动态

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那么问题来了～ 这个白宫科技大佬清仓英伟达买入苹果， 第三季度巴菲特清仓苹果买入谷歌google。 那么他两你跟谁？？？😂","listText":"我一直以为想要炒股，先得学会看新闻。 那么问题来了～ 这个白宫科技大佬清仓英伟达买入苹果， 第三季度巴菲特清仓苹果买入谷歌google。 那么他两你跟谁？？？😂","text":"我一直以为想要炒股，先得学会看新闻。 那么问题来了～ 这个白宫科技大佬清仓英伟达买入苹果， 第三季度巴菲特清仓苹果买入谷歌google。 那么他两你跟谁？？？😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501621493052080","repostId":"2584970926","repostType":2,"repost":{"id":"2584970926","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":1763345023,"share":"https://www.laohu8.com/m/news/2584970926?lang=zh_CN&edition=full","pubTime":"2025-11-17 10:03","market":"sh","language":"zh","title":"清仓英伟达！“白宫背后的科技大佬”Peter 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href=\"https://laohu8.com/S/VST\">Vistra</a> Energy。</p><p>此举与英伟达自身强劲的基本面形成了鲜明对比。据报道，英伟达的季度销售额从393亿美元飙升至467亿美元，其数据中心业务收入增长了56%。然而，Thiel的选择显然是基于对未来估值而非当前业绩的判断。</p><p>整体来看，基金的投资组合换手率超过80%。总持仓规模从约2.12亿美元急剧收缩至7440万美元。这一系列操作更像是一次果断的战略收缩，而非温和的再平衡。</p><h2 id=\"id_2572469793\">转向科技巨头：新建仓微软苹果，减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></h2><p>在大幅减仓的同时，Thiel Macro LLC将剩余的资金集中投向了另外两家科技巨头。文件显示，该基金首次买入了微软和苹果的股票。</p><p>该基金在第三季度新建仓买入了49000股微软股票和79181股苹果股票。与此同时，基金对长期持有的特斯拉进行了大幅减持，卖出了20.76万股，减持比例高达76%。</p><p>截至第三季度末，Thiel Macro LLC的投资组合仅剩三只股票。其中，减持后的特斯拉仍是第一大重仓股，占比约38.8%；新买入的微软和苹果紧随其后，分别占投资组合的34.1%和27.1%。</p><p>这一转变表明，Thiel目前更青睐那些拥有多元化收入来源、庞大云业务、硬件生态和成熟软件服务的平台型公司。</p><h2 id=\"id_2035808276\">AI泡沫论再起：Thiel的言行一致</h2><p>Thiel的此次调仓并非毫无征兆。他此前曾公开警告，AI领域的炒作周期已经远远领先于其实际的经济效益，并将当前的市场狂热与1999年互联网泡沫时期相提并论，当时投资者为一项需要15到20年才能完全实现的技术支付了过高的价格。</p><p>将英伟达的持仓“归零”，正是这一观点的有力体现。尽管Thiel本人也曾称赞英伟达在硬件领域的领导地位，但他的投资决策表明，他认为AI的变革将是“缓慢燃烧”的过程。在他看来，能够提供持久经济价值的，是那些平台型公司，而非当前估值已处于高位的纯粹芯片制造商。</p><p>在对AI潜在泡沫表示担忧的知名人士中，Peter Thiel并不孤单。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人Jeff Bezos曾将AI热潮形容为一场“工业泡沫”；<a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon则指出，市场可能面临12至24个月的回调。此外，传奇投资者James Anderson曾对英伟达的某些融资计划表示“不安”。</p><h2 id=\"id_3441994329\">“白宫背后的科技大佬”</h2><p>Peter Thiel在科技和投资界拥有举足轻重的地位，其影响力源于他在多家颠覆性科技公司中的创始角色。他不仅是支付巨头<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的联合创始人并曾担任其CEO，还是<a href=\"https://laohu8.com/S/META\">Facebook</a>的首位外部投资者。</p><p>此外，他联合创办了目前最受关注的国防AI公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>并担任董事长，同时通过他旗下的Founders Fund，投资了SpaceX和Airbnb等一系列知名企业。这些横跨金融科技、社交媒体和国防科技领域的深厚背景，使其成为在技术和资本市场都极具影响力的声音。</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\" 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Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759501\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","MSFT":"微软","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC 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A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVDA":"英伟达","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4550":"红杉资本持仓","AAPL":"苹果","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://wallstreetcn.com/articles/3759501","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584970926","content_text":"亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。作为硅谷最具影响力的投资者之一，Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro LLC在第三季度完全退出了对英伟达的投资。这一举动尤为引人注目，因为它发生在英伟达市值突破5万亿美元、华尔街分析师普遍将其视为“不可动摇”的领头羊之际。并且，11月19日英伟达即将发布最新财报。与清仓同步进行的，是一次彻底的投资组合重塑。该基金大幅削减了其美股总持仓，从第二季度的约2.12亿美元降至仅7440万美元。与此同时，基金建立了在微软和苹果的大额新头寸。投资组合大换血：清仓AI龙头，总持仓缩水三分之二Thiel Macro LLC在第三季度的操作堪称激进。文件显示，该基金不仅清仓了占其上一季度投资组合权重高达40%的英伟达、卖出了全部53.77万股，还抛售了另一笔占权重19%的重要持仓Vistra Energy。此举与英伟达自身强劲的基本面形成了鲜明对比。据报道，英伟达的季度销售额从393亿美元飙升至467亿美元，其数据中心业务收入增长了56%。然而，Thiel的选择显然是基于对未来估值而非当前业绩的判断。整体来看，基金的投资组合换手率超过80%。总持仓规模从约2.12亿美元急剧收缩至7440万美元。这一系列操作更像是一次果断的战略收缩，而非温和的再平衡。转向科技巨头：新建仓微软苹果，减持特斯拉在大幅减仓的同时，Thiel Macro LLC将剩余的资金集中投向了另外两家科技巨头。文件显示，该基金首次买入了微软和苹果的股票。该基金在第三季度新建仓买入了49000股微软股票和79181股苹果股票。与此同时，基金对长期持有的特斯拉进行了大幅减持，卖出了20.76万股，减持比例高达76%。截至第三季度末，Thiel Macro LLC的投资组合仅剩三只股票。其中，减持后的特斯拉仍是第一大重仓股，占比约38.8%；新买入的微软和苹果紧随其后，分别占投资组合的34.1%和27.1%。这一转变表明，Thiel目前更青睐那些拥有多元化收入来源、庞大云业务、硬件生态和成熟软件服务的平台型公司。AI泡沫论再起：Thiel的言行一致Thiel的此次调仓并非毫无征兆。他此前曾公开警告，AI领域的炒作周期已经远远领先于其实际的经济效益，并将当前的市场狂热与1999年互联网泡沫时期相提并论，当时投资者为一项需要15到20年才能完全实现的技术支付了过高的价格。将英伟达的持仓“归零”，正是这一观点的有力体现。尽管Thiel本人也曾称赞英伟达在硬件领域的领导地位，但他的投资决策表明，他认为AI的变革将是“缓慢燃烧”的过程。在他看来，能够提供持久经济价值的，是那些平台型公司，而非当前估值已处于高位的纯粹芯片制造商。在对AI潜在泡沫表示担忧的知名人士中，Peter Thiel并不孤单。亚马逊创始人Jeff Bezos曾将AI热潮形容为一场“工业泡沫”；高盛首席执行官David Solomon则指出，市场可能面临12至24个月的回调。此外，传奇投资者James Anderson曾对英伟达的某些融资计划表示“不安”。“白宫背后的科技大佬”Peter Thiel在科技和投资界拥有举足轻重的地位，其影响力源于他在多家颠覆性科技公司中的创始角色。他不仅是支付巨头PayPal的联合创始人并曾担任其CEO，还是Facebook的首位外部投资者。此外，他联合创办了目前最受关注的国防AI公司Palantir并担任董事长，同时通过他旗下的Founders 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我感觉这个Deepseek突然大火，就和故意炒作的一样，说不定一年以后一地鸡毛，就和当年的龙芯一样，如果AI真的这么好搞，那那些硅谷的巨头之前能想不到用低成本训练大模型吗？先不说国外的怎么怎么样，国内目前没有一家科技公司发声，就很奇怪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/397079457620376","isVote":1,"tweetType":1,"viewCount":5810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"华尔街各大投行配合国内一起割韭菜，拿廉价筹码","text":"华尔街各大投行配合国内一起割韭菜，拿廉价筹码","html":"华尔街各大投行配合国内一起割韭菜，拿廉价筹码"},{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"说的很对。这些Ai生成文字和图片的东西是AI应用最简单的。报道说DEEPSEEK用了10000块H100 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不想高位接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/368734033276984","isVote":1,"tweetType":1,"viewCount":5445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3520426307620642","idStr":"3520426307620642"},"content":"去年那么大的回调不加仓，涨了才后悔了？今年8月的暴跌也是加仓机会啊","text":"去年那么大的回调不加仓，涨了才后悔了？今年8月的暴跌也是加仓机会啊","html":"去年那么大的回调不加仓，涨了才后悔了？今年8月的暴跌也是加仓机会啊"},{"author":{"id":"3504260094030003","authorId":"3504260094030003","name":"二狗大石","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3504260094030003","idStr":"3504260094030003"},"content":"我也是 等着好难受 还是前端时间220加仓舒服","text":"我也是 等着好难受 还是前端时间220加仓舒服","html":"我也是 等着好难受 还是前端时间220加仓舒服"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396300706619664,"gmtCreate":1737775567977,"gmtModify":1737776030672,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"老马牛逼，能不能买路虎，就看你的股票涨多少了。","listText":"老马牛逼，能不能买路虎，就看你的股票涨多少了。","text":"老马牛逼，能不能买路虎，就看你的股票涨多少了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/396300706619664","repostId":"2506884998","repostType":2,"repost":{"id":"2506884998","kind":"news","pubTimestamp":1737786255,"share":"https://www.laohu8.com/m/news/2506884998?lang=zh_CN&edition=full","pubTime":"2025-01-25 14:24","market":"us","language":"zh","title":"马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车","url":"https://stock-news.laohu8.com/highlight/detail?id=2506884998","media":"快科技","summary":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。","content":"<html><head></head><body><p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能以“很大优势”成为全球市值No1。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eae0fe01c553d9077d511ce38f82de3\" tg-width=\"600\" tg-height=\"157\"/></p><p>截至目前，<strong>NVIDIA以3.49万亿美元的市值排名全球第一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧随其后，市值为3.35万亿美元</strong>。</p><p><strong>相比之下，特斯拉市值为1.31万亿美元，还有较大差距。</strong></p><p>特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。</p><p>特斯拉的股价今年迄今位置上涨了8.7%。<strong>马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用</strong>。</p><p>Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。<strong>报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757\" tg-width=\"508\" tg-height=\"387\"/></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\" 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\" 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href=https://tech.ifeng.com/c/8gQWW4vpcNx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gQWW4vpcNx\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757","relate_stocks":{"LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SNVD.UK":"LS -1X NVIDIA","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL 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INCOME \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"https://tech.ifeng.com/c/8gQWW4vpcNx","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506884998","content_text":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。德意志银行在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。","news_type":1,"symbols_score_info":{"NVDU":0.6,"TSLL":1,"NVDS.UK":0.6,"NVDY":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"TSLA":1,"NVD":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"TSYW.SI":0.6,"NVDX":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"相信特斯拉，相信马斯克。先预定了一台瑞弗FT80小额头，3月底提货，春天可以房车旅游了，希望能在旅游地见到各位弟兄们。等FSD和CYBERTRUCK 落地中国","text":"相信特斯拉，相信马斯克。先预定了一台瑞弗FT80小额头，3月底提货，春天可以房车旅游了，希望能在旅游地见到各位弟兄们。等FSD和CYBERTRUCK 落地中国","html":"相信特斯拉，相信马斯克。先预定了一台瑞弗FT80小额头，3月底提货，春天可以房车旅游了，希望能在旅游地见到各位弟兄们。等FSD和CYBERTRUCK 落地中国"},{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"能不能卫士换大G就看特斯拉涨多少了","text":"能不能卫士换大G就看特斯拉涨多少了","html":"能不能卫士换大G就看特斯拉涨多少了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388290613260512,"gmtCreate":1735827369536,"gmtModify":1735827370957,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 385进了点货。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 385进了点货。","text":"$特斯拉(TSLA)$ 385进了点货。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388290613260512","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397071146119408,"gmtCreate":1737963700783,"gmtModify":1737963702337,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 让我想起了赵怀安把东厂的太监们吓破胆，最后西厂的雨化田替东厂找回了面子，那么你们知道纳斯达克的雨化田是谁嘛？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真搞不懂，这个价位，为什么好多人都在往出卖。那他们的成本价是多少？","text":"$英伟达(NVDA)$ 真搞不懂，这个价位，为什么好多人都在往出卖。那他们的成本价是多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/382600770121768","isVote":1,"tweetType":1,"viewCount":4924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554708838834221","authorId":"3554708838834221","name":"霸气威武","avatar":"https://static.tigerbbs.com/884a97d08a6f7f0246c299686e81f873","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3554708838834221","idStr":"3554708838834221"},"content":"英伟达明年业绩肯定大幅缩水 美国这两年就要对付皮衣黄 和 台积电了","text":"英伟达明年业绩肯定大幅缩水 美国这两年就要对付皮衣黄 和 台积电了","html":"英伟达明年业绩肯定大幅缩水 美国这两年就要对付皮衣黄 和 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这么牛逼的公司，业绩也这么牛逼，股价真是……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/374827757068336","isVote":1,"tweetType":1,"viewCount":5580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"163509184839100","idStr":"163509184839100"},"content":"想想特斯拉的业绩，这真是没处说理","text":"想想特斯拉的业绩，这真是没处说理","html":"想想特斯拉的业绩，这真是没处说理"},{"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"content":"今年都涨了超过150%了，让它歇歇。","text":"今年都涨了超过150%了，让它歇歇。","html":"今年都涨了超过150%了，让它歇歇。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381323746439560,"gmtCreate":1734140715843,"gmtModify":1734140748093,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20241220 132.0 PUT\">$NVDA 20241220 132.0 PUT$</a> ，看看能不能132接上100股，其实长期看好英伟达，特斯拉，台积电，谷歌这些票，但是我觉得这些票目前处在高位，担心现在入场会高位接盘，所以买了很多put，跌了正好低价开仓，不跌挣些权利金也是可以的啦。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20241220 132.0 PUT\">$NVDA 20241220 132.0 PUT$</a> ，看看能不能132接上100股，其实长期看好英伟达，特斯拉，台积电，谷歌这些票，但是我觉得这些票目前处在高位，担心现在入场会高位接盘，所以买了很多put，跌了正好低价开仓，不跌挣些权利金也是可以的啦。","text":"我开仓了$NVDA 20241220 132.0 PUT$ ，看看能不能132接上100股，其实长期看好英伟达，特斯拉，台积电，谷歌这些票，但是我觉得这些票目前处在高位，担心现在入场会高位接盘，所以买了很多put，跌了正好低价开仓，不跌挣些权利金也是可以的啦。","images":[{"img":"https://static.tigerbbs.com/781d61a06fb7b56f9c7b41a174d3b0ac","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/381323746439560","isVote":1,"tweetType":1,"viewCount":11777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274714184258","authorId":"3479274714184258","name":"阿寻","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274714184258","idStr":"3479274714184258"},"content":"真是聪明的操作，完美利用市场机会[强] 期待你的后续表现","text":"真是聪明的操作，完美利用市场机会[强] 期待你的后续表现","html":"真是聪明的操作，完美利用市场机会[强] 期待你的后续表现"},{"author":{"id":"10000000000010314","authorId":"10000000000010314","name":"风浪越大我越猛","avatar":"https://static.tigerbbs.com/1697f3f91fe5c84e7af6ee5dbdfb3d88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010314","idStr":"10000000000010314"},"content":"果然高明的操作！策略太赞了！[强]","text":"果然高明的操作！策略太赞了！[强]","html":"果然高明的操作！策略太赞了！[强]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373753328230800,"gmtCreate":1732288832280,"gmtModify":1732289054576,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 这下硬硬的被套在高位了，就英伟达这半死不活的状态，短期很难翻本了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 这下硬硬的被套在高位了，就英伟达这半死不活的状态，短期很难翻本了。","text":"$英伟达(NVDA)$ $英伟达(NVDA)$ 这下硬硬的被套在高位了，就英伟达这半死不活的状态，短期很难翻本了。","images":[{"img":"https://static.tigerbbs.com/c0a28ca298e8c51c090d959a6aac00f2","width":"324","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/373753328230800","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089541261634760","authorId":"4089541261634760","name":"疯好大听不见","avatar":"https://static.tigerbbs.com/43b6e78769b389d0026e26301c3736fd","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4089541261634760","idStr":"4089541261634760"},"content":"我145，不用慌，只是看着烦不顺眼而已。不看就好，开盘看下有没有好价设个数就可以该睡觉睡觉，该喝酒喝酒了","text":"我145，不用慌，只是看着烦不顺眼而已。不看就好，开盘看下有没有好价设个数就可以该睡觉睡觉，该喝酒喝酒了","html":"我145，不用慌，只是看着烦不顺眼而已。不看就好，开盘看下有没有好价设个数就可以该睡觉睡觉，该喝酒喝酒了"},{"author":{"id":"3561776322962500","authorId":"3561776322962500","name":"一周500u","avatar":"https://static.tigerbbs.com/03c5be604e3b37c8f7a66e26128b1998","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561776322962500","idStr":"3561776322962500"},"content":"起步价呢，这可是英伟达，长期只涨不跌的","text":"起步价呢，这可是英伟达，长期只涨不跌的","html":"起步价呢，这可是英伟达，长期只涨不跌的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":391069867258280,"gmtCreate":1736508480415,"gmtModify":1736508481601,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 别怪没提醒，敢买这股，赔的你倾家荡产。头铁的可以试试。","listText":"<a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 别怪没提醒，敢买这股，赔的你倾家荡产。头铁的可以试试。","text":"$寒武纪(688256)$ 别怪没提醒，敢买这股，赔的你倾家荡产。头铁的可以试试。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391069867258280","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388597766189144,"gmtCreate":1735898211997,"gmtModify":1735898214391,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"持续性看好，在主业汽车方面，cyber truck和FSD还没有大面积铺开，副业方面，特斯拉的储能业务和智能机器人才刚刚起步，前景广阔。短暂的下跌，是为了更好的起飞。","listText":"持续性看好，在主业汽车方面，cyber truck和FSD还没有大面积铺开，副业方面，特斯拉的储能业务和智能机器人才刚刚起步，前景广阔。短暂的下跌，是为了更好的起飞。","text":"持续性看好，在主业汽车方面，cyber truck和FSD还没有大面积铺开，副业方面，特斯拉的储能业务和智能机器人才刚刚起步，前景广阔。短暂的下跌，是为了更好的起飞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/388597766189144","repostId":"1135966880","repostType":4,"repost":{"id":"1135966880","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1735877432,"share":"https://www.laohu8.com/m/news/1135966880?lang=zh_CN&edition=full","pubTime":"2025-01-03 12:10","market":"us","language":"zh","title":"销量10年来首次下滑，特斯拉2025年还好过吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1135966880","media":"格隆汇投资学苑","summary":"面临挑战美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。近5个交易日特斯拉已累计下跌近18%。销量10年来首次下滑数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施，但销量仍在下滑。","content":"<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。</p><p>受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。</p><p>细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。</p><p>对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”</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>销量10年来首次下滑，特斯拉2025年还好过吗？</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 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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销量10年来首次下滑，特斯拉2025年还好过吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time\">2025-01-03 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>面临挑战</p></blockquote><p>美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。</p><p>2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。</p><p>受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1cb573b3f967d7af3a0039abebe87e\" tg-width=\"560\" tg-height=\"240\"/></p><p>稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。</p><p>特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。</p><h3 id=\"id_426294390\" style=\"text-align: left;\">销量10年来首次下滑</h3><p>数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，<strong>这是特斯拉自2015年以来首次出现年度销量同比下滑。</strong></p><p>第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c28dc890cf54d1b47b874f39e801dd\" tg-width=\"748\" tg-height=\"480\"/></p><p>从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。</p><p>细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。</p><p>对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。</p><p>Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”</p><p>“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”</p><p>特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。</p><p>华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。</p><h3 id=\"id_102985628\" style=\"text-align: left;\">特朗普赌注</h3><p>2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。</p><p>与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。</p><p>尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。</p><p>特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。</p><p>特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。</p><p>此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。</p><p>Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135966880","content_text":"面临挑战美国当地时间1月2日，特斯拉发布2024年第四季度及全球生产与交付报告。2024年特斯拉全球范围内汽车交付量为179万辆，低于2023年的180万辆，也低于分析师普遍预期的180万辆。这是特斯拉自2015年以来，首次出现年度销量同比下滑。受此消息影响，特斯拉美股开盘大跌，最终收盘跌幅为6.08%，市值蒸发788亿美元（约合人民币5770.5 亿元）。近5个交易日特斯拉已累计下跌近18%。稍早前消息，美国两地先后发生汽车冲撞、爆炸事件，其中一起涉及特斯拉赛博皮卡（Cybertruck）。特斯拉CEO埃隆·马斯克在社交媒体平台发帖称，特斯拉已证实拉斯维加斯特朗普酒店外一辆Cybertruck爆炸是由巨型烟花和/或炸弹引起的，与车辆本身无关。销量10年来首次下滑数据显示，特斯拉2024年全年销量为179万辆，较2023年的181万辆下降1.1%，这是特斯拉自2015年以来首次出现年度销量同比下滑。第四季度，特斯拉总交付495570辆，创下历史新高，但不及预估的512277辆。其中特斯拉MODEL 3/Y交付471930辆，预估484575辆。消费者需求低迷正在拖累电动汽车销售，而特朗普推动控制电动汽车激励措施可能会加剧该问题。从全球市场来看，特斯拉在北美依然一骑绝尘，但由于产能过剩，开始出现库存积压；在欧洲市场，由于大众等车企的强势向上，特斯拉下滑超10%，尤其在11月，特斯拉被大众拉下马，失去了欧洲新能源汽车单一车型销冠的位置；在中国市场，特斯拉依然强势，全年增超8%，多次降价促销，为特斯拉中国稳住了市场。细分车型来看，特斯拉Model Y依然是全球最畅销的纯电车，但Cybertruck仍未达预期。对于2025年，在最新的电话会议上，马斯克预测明年特斯拉汽车销量将增长20%-30%；Cybercab将于2026年实现大规模生产，目标是每年至少生产200万台。Guggenheim 分析师 Ronald Jewsikow 在周四的一份报告中写道：“今天的交付结果可能略有负面，但多头可能会继续捍卫人工智能的故事。”“我们认为，交付结果突显出，2025年汽车销量增长的大部分 (如果不是全部的话) 将来自新的经济实惠车型，而这些车型在定价、功能或时间方面的细节有限的情况下，仍然难以建立模型。”特斯拉将于2025年1月29日（周三）收盘后公布2024年第四季度财务业绩。华尔街的普遍预测显示，该公司第四季度营收将达到创纪录的997亿美元，但净利润为81亿美元，或将是2021年以来盈利最差的季度。特朗普赌注2024年特斯拉股价整体表现强劲，在马斯克的大力支持下，特朗普当选后股价上涨了60%以上。与第一季度相比，这是一个巨大的转变。第一季度特斯拉股价暴跌29%，创下2022年以来最糟糕表现。尽管特斯拉降价并推出优惠措施，但销量仍在下滑。在4月举行的特斯拉第一季度财报电话会议上，首席执行官埃隆·马斯克 (Elon Musk)曾表示，虽然他预计“今年的销量将高于去年”，但增长率将从2023年的38%放缓。特斯拉的自动驾驶仪和“全自动驾驶”技术尚未实现完全自动驾驶，由于诉讼、美国交通安全监管机构的调查和司法部的刑事调查而受到严格审查。特斯拉还面临传统汽车制造商的激烈竞争，其中包括通用汽车、福特和Rivian以及中国的比亚迪、韩国的现代和欧洲汽车巨头宝马和大众。此外，特朗普团队正在考虑取消消费者购买电动汽车的7500美元税收抵免政策，此举可能会加剧美国向电动汽车转变的放缓。Globalt Investments 高级投资组合经理托马斯·马丁 (Thomas Martin) 表示：“有趣的是，尽管人们知道2025年可能会取消税收抵免，但他们的销售量在今年也下降了。这似乎并没有加速任何事情，这可能是有原因的。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":4836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477648757949014","authorId":"3477648757949014","name":"lanzier","avatar":"https://static.tigerbbs.com/c263a28956df296843cbae991cb53f76","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3477648757949014","idStr":"3477648757949014"},"content":"希望你多多买入特斯拉、长久一点站站岗，毕竟是忠实粉丝。有头脑的人都看到这2周时间内聪明资金迅猛脱身，股价从480一下跌到380，眼睁睁大撤退行情居然还有人鼓吹这口下跌飞刀。","text":"希望你多多买入特斯拉、长久一点站站岗，毕竟是忠实粉丝。有头脑的人都看到这2周时间内聪明资金迅猛脱身，股价从480一下跌到380，眼睁睁大撤退行情居然还有人鼓吹这口下跌飞刀。","html":"希望你多多买入特斯拉、长久一点站站岗，毕竟是忠实粉丝。有头脑的人都看到这2周时间内聪明资金迅猛脱身，股价从480一下跌到380，眼睁睁大撤退行情居然还有人鼓吹这口下跌飞刀。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382941354713288,"gmtCreate":1734533762942,"gmtModify":1734533764903,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"2万美金的合同，有网友去实地看了，空壳公司","listText":"2万美金的合同，有网友去实地看了，空壳公司","text":"2万美金的合同，有网友去实地看了，空壳公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/382941354713288","repostId":"1189695847","repostType":4,"repost":{"id":"1189695847","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":1734533473,"share":"https://www.laohu8.com/m/news/1189695847?lang=zh_CN&edition=full","pubTime":"2024-12-18 22:51","market":"us","language":"zh","title":"量子计算龙头Quantum Computing继续大涨，获NASA授予合同","url":"https://stock-news.laohu8.com/highlight/detail?id=1189695847","media":"老虎资讯综合","summary":"解决具有挑战性的相位展开问题。","content":"<html><head></head><body><p>周三，量子光学技术公司Quantum Computing继续大涨，截至发稿涨超34%，本周涨幅近240%。消息面上，Quantum Computing获美国航空航天局(NASA)戈达德太空飞行中心授予主要合同。该合约将应用Dirac-3来解决具有挑战性的相位展开问题，以优化重建影像并从雷达产生的干涉资料中提取资讯。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b22143cc10ad3303bd5df68a4e1faf\" 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>量子计算龙头Quantum Computing继续大涨，获NASA授予合同</title>\n<style 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Computing继续大涨，截至发稿涨超34%，本周涨幅近240%。消息面上，Quantum Computing获美国航空航天局(NASA)戈达德太空飞行中心授予主要合同。该合约将应用Dirac-3来解决具有挑战性的相位展开问题，以优化重建影像并从雷达产生的干涉资料中提取资讯。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b22143cc10ad3303bd5df68a4e1faf\" 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/283483b1be19b1eecfb9caa222bc4a54","relate_stocks":{"QUBT":"Quantum Computing Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189695847","content_text":"周三，量子光学技术公司Quantum Computing继续大涨，截至发稿涨超34%，本周涨幅近240%。消息面上，Quantum Computing获美国航空航天局(NASA)戈达德太空飞行中心授予主要合同。该合约将应用Dirac-3来解决具有挑战性的相位展开问题，以优化重建影像并从雷达产生的干涉资料中提取资讯。","news_type":1,"symbols_score_info":{"QUBT":1.1}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"能细说说吗？","text":"能细说说吗？","html":"能细说说吗？"},{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"真的吗？能不能细说说？","text":"真的吗？能不能细说说？","html":"真的吗？能不能细说说？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372687654789208,"gmtCreate":1731997718663,"gmtModify":1731999760705,"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/7a492c1ae583d30872cca961de67f24a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"themes":[],"htmlText":"<a 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你们都这么敢赌吗？万一收购失败了怎么下车？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/372687654789208","isVote":1,"tweetType":1,"viewCount":4701,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3547015017327439","idStr":"3547015017327439"},"content":"只有被收购，这个平台才有做大的机会。否则前途渺茫，只要开价不是低的离谱，成交可能性应该很大！","text":"只有被收购，这个平台才有做大的机会。否则前途渺茫，只要开价不是低的离谱，成交可能性应该很大！","html":"只有被收购，这个平台才有做大的机会。否则前途渺茫，只要开价不是低的离谱，成交可能性应该很大！"},{"author":{"id":"3585631372787802","authorId":"3585631372787802","name":"华尔街网管","avatar":"https://static.tigerbbs.com/735ca08ef7f4b9e4f464692af1bdb9ac","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3585631372787802","idStr":"3585631372787802"},"content":"你以为是国内呢，没事爱开开玩笑","text":"你以为是国内呢，没事爱开开玩笑","html":"你以为是国内呢，没事爱开开玩笑"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}