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七风哥哥

七风哥哥

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11-29

所以！世界记者协会不承认中国有记者是有道理的[笑哭]

特斯拉Model 3高速突然失去动力，官方未明确原因车主不敢开

11-26

如果股市都能预测，那你早发财了[笑哭]

11-25

比亚迪出了名的作假！这也信？？？

欧洲汽车制造商协会：特斯拉10月在欧盟新车注册量下降48%，比亚迪增长195%

11-21

中国公司拿什么竞争？靠嘴？？？

太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力

11-19

段叼毛又来发垃圾言论来了？沙雕一样的存在！！！啥也不是！！！

段永平采访录：什么是懂企业？

11-17

$英伟达(NVDA)$ 如此明目张胆的看空消息，这是机构要贬低吗？

11-17

$胜宏科技(300476)$ 明天跌穿[喷血]

11-17

又开始再瞎编乱造了[喷血]

大量英伟达GPU开始在仓库吃灰

11-14

这是马斯克太阳能公司的事，怎么和特斯拉扯上关系了？？？

因起火风险，特斯拉在美召回1.05万个Powerwall 2电池

11-13

超越你M B！你怎么不提特斯拉把大量产能都出口了？啥也不是的东西！

10月车市大变天：宏光MINI EV夺冠，小米YU7打败了Model Y？

11-10

居然**到如此地步[笑哭] 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！

特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！

11-09

亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意]

利空突袭！美股“吹哨人”组团来了

11-08

众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]

抱歉，原内容已删除

11-06

又在自嗨了[笑哭] [笑哭] [笑哭]

英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”

11-05

禁虚无的东西

独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片

11-04

看来英伟达还得涨，买这么点看跌期权！

“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir

11-04

又开始自嗨了[笑哭] [笑哭] [笑哭]

英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力

10-31

我们不用国内的脑残AI[喷血] [喷血] [喷血]

8988万！中国电信联手阿里云，拿下AI大单

10-30

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 洗筹码，洗出去好多胆小鬼[得意]

10-28

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 先止盈！在等待机会！

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17:39","market":"us","language":"zh","title":"特斯拉Model 3高速突然失去动力，官方未明确原因车主不敢开","url":"https://stock-news.laohu8.com/highlight/detail?id=2586785398","media":"扬眼","summary":"近日，重庆市民黄先生在社交媒体发帖，讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前，车辆在质保期内虽然获得了免费维修，但特斯拉方面对于事故原因的模糊回应，让黄先生对车辆的安全性深感担忧。他表示，特斯拉的服务态度和响应速度值得肯定，但如果不能确定事故原因并排除质量隐患，他不敢再驾驶这辆车。","content":"<html><body><article><p>近日，重庆市民黄先生在社交媒体发帖，讲述了他驾驶的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3在高速<a href=\"https://laohu8.com/S/600820\">隧道</a>内突发失去动力的惊险经历。目前，车辆在质保期内虽然获得了免费维修，但特斯拉方面对于事故原因的模糊回应，让黄先生对车辆的安全性深感担忧。</p><img src=\"https://inews.gtimg.com/om_bt/Oam2DYodQid01HeYJLA6jOSQ50e33mxs8hoHseV63Ty6AAA/0\"/><p>黄先生告诉记者，他的这辆特斯拉Model 3购于2023年，落地价约26万余元，该车此前进行过两次维修，一次热泵空调故障和一次因事故更换了方向机，一直以来驾驶都正常。11月25日下午5点半左右，他驾驶着这辆特斯拉Model 3在成都至重庆的高速路上行驶，当车辆驶入巴岳山隧道约200米时，车辆的右后方突然传来“砰”的一声轻微响动。紧接着，车载电脑立即发出“请安全靠边，车辆正在关闭”的警告。</p><img src=\"https://inews.gtimg.com/om_bt/OrNN6N6Rv5DrCPiiVmf0_7r1t581sdCl0aTL54vC7JhBUAA/0\"/><p>事发时，黄先生发现踩电门已无动力，虽然刹车和方向盘尚能使用，但在高速隧道内失去动力极度危险。黄先生回忆，他当时在最左侧车道，凭借车辆的余速和后方车辆的避让，勉强将车变道至中间车道。然而，速度很快耗尽，幸亏最右侧车道有施工工人正在封闭施工。黄先生用余速挤开施工锥桶，让半个车身停在了封闭的施工区域内。最终，在施工人员的帮助下，车辆才完全被推入安全区域。黄先生表示，当时高速上车流量大，情况十分紧急。他认为如果晚打10秒双闪，后面的大车很可能会刹不住车。</p><p>事故发生后，黄先生第一时间通过特斯拉APP联系了道路救援，车辆最终被拖至重庆的特斯拉服务中心进行维修。维修清单显示，特斯拉更换了包括“HVP”配件、蓄电池PCB线路板、以及蓄电池熔断器（即保险丝）等多个零件。黄先生说，由于车辆尚在质保期内，此次维修费用全免。但是对于故障原因，特斯拉售后服务的回应前后不一，引发了黄先生的强烈不满。</p><img src=\"https://inews.gtimg.com/om_bt/OdXedi9vbCQnap8X3wOEVhKwehbJbc1ZDCHzd0mTBrZB4AA/0\"/><p>黄先生告诉记者，在事故次日他前往4S店时，工作人员最初回复，事故原因是隧道口的基站功率过高，导致车辆的保险丝直接熔断。他们解释这是为了保护车辆和乘客安全，类似家中的“跳闸”。</p><p>但是，当黄先生要求特斯拉官方给出明确的故障原因时，400客服表示会将问题反馈给4S店，由门店代表官方回复。在与4S店的进一步通话中，店方又改口称此前的“基站”说法仅是“一种可能的分析”，无法“百分之百”确定原因。他们表示只能根据故障现象判断并更换损坏的配件，无法轻易下结论。</p><img src=\"https://inews.gtimg.com/om_bt/OuJ3ylBE7AUI9d2KLiXWDWmMoILLD_wrN9xFG_wJJG7_8AA/0\"/><p>虽然车辆已于11月27日上午被通知修好，但黄先生拒绝提车。他表示，特斯拉的服务态度和响应速度值得肯定，但如果不能确定事故原因并排除质量隐患，他不敢再驾驶这辆车。</p><p>11月27日下午，记者就此事致电特斯拉客服，客服记录下了相关信息，并表示后续会有相关工作人员回复。截至发稿前，暂未收到回复。</p><p>见习记者 马斌</p><p>视频 马斌</p><p>校对 石伟</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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Model 3高速突然失去动力，官方未明确原因车主不敢开</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特斯拉Model 3高速突然失去动力，官方未明确原因车主不敢开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 17:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b><strong>扬眼</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，重庆市民黄先生在社交媒体发帖，讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前，车辆在质保期内虽然获得了免费维修，但特斯拉方面对于事故原因的模糊回应，让黄先生对车辆的安全性深感担忧。黄先生告诉记者，他的这辆特斯拉Model 3购于2023年，落地价约26万余元，该车此前进行过两次维修，一次热泵空调故障和一次因事故更换了方向机，一直以来驾驶都正常。11月25日下午5点...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4543":"AI","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4099":"汽车制造商","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) 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ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586785398","content_text":"近日，重庆市民黄先生在社交媒体发帖，讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前，车辆在质保期内虽然获得了免费维修，但特斯拉方面对于事故原因的模糊回应，让黄先生对车辆的安全性深感担忧。黄先生告诉记者，他的这辆特斯拉Model 3购于2023年，落地价约26万余元，该车此前进行过两次维修，一次热泵空调故障和一次因事故更换了方向机，一直以来驾驶都正常。11月25日下午5点半左右，他驾驶着这辆特斯拉Model 3在成都至重庆的高速路上行驶，当车辆驶入巴岳山隧道约200米时，车辆的右后方突然传来“砰”的一声轻微响动。紧接着，车载电脑立即发出“请安全靠边，车辆正在关闭”的警告。事发时，黄先生发现踩电门已无动力，虽然刹车和方向盘尚能使用，但在高速隧道内失去动力极度危险。黄先生回忆，他当时在最左侧车道，凭借车辆的余速和后方车辆的避让，勉强将车变道至中间车道。然而，速度很快耗尽，幸亏最右侧车道有施工工人正在封闭施工。黄先生用余速挤开施工锥桶，让半个车身停在了封闭的施工区域内。最终，在施工人员的帮助下，车辆才完全被推入安全区域。黄先生表示，当时高速上车流量大，情况十分紧急。他认为如果晚打10秒双闪，后面的大车很可能会刹不住车。事故发生后，黄先生第一时间通过特斯拉APP联系了道路救援，车辆最终被拖至重庆的特斯拉服务中心进行维修。维修清单显示，特斯拉更换了包括“HVP”配件、蓄电池PCB线路板、以及蓄电池熔断器（即保险丝）等多个零件。黄先生说，由于车辆尚在质保期内，此次维修费用全免。但是对于故障原因，特斯拉售后服务的回应前后不一，引发了黄先生的强烈不满。黄先生告诉记者，在事故次日他前往4S店时，工作人员最初回复，事故原因是隧道口的基站功率过高，导致车辆的保险丝直接熔断。他们解释这是为了保护车辆和乘客安全，类似家中的“跳闸”。但是，当黄先生要求特斯拉官方给出明确的故障原因时，400客服表示会将问题反馈给4S店，由门店代表官方回复。在与4S店的进一步通话中，店方又改口称此前的“基站”说法仅是“一种可能的分析”，无法“百分之百”确定原因。他们表示只能根据故障现象判断并更换损坏的配件，无法轻易下结论。虽然车辆已于11月27日上午被通知修好，但黄先生拒绝提车。他表示，特斯拉的服务态度和响应速度值得肯定，但如果不能确定事故原因并排除质量隐患，他不敢再驾驶这辆车。11月27日下午，记者就此事致电特斯拉客服，客服记录下了相关信息，并表示后续会有相关工作人员回复。截至发稿前，暂未收到回复。见习记者 马斌视频 马斌校对 石伟","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504382221423264,"gmtCreate":1764168745553,"gmtModify":1764168748460,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"如果股市都能预测，那你早发财了[笑哭]","listText":"如果股市都能预测，那你早发财了[笑哭]","text":"如果股市都能预测，那你早发财了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504382221423264","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504013706003168,"gmtCreate":1764084567246,"gmtModify":1764084569838,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"比亚迪出了名的作假！这也信？？？","listText":"比亚迪出了名的作假！这也信？？？","text":"比亚迪出了名的作假！这也信？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504013706003168","repostId":"1179208968","repostType":2,"repost":{"id":"1179208968","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":1764047002,"share":"https://www.laohu8.com/m/news/1179208968?lang=&edition=full","pubTime":"2025-11-25 13:03","market":"hk","language":"zh","title":"欧洲汽车制造商协会：特斯拉10月在欧盟新车注册量下降48%，比亚迪增长195%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179208968","media":"老虎资讯综合","summary":"11月25日，据欧洲汽车制造商协会：欧盟1月至10月新车注册量增长1.4%，达到8,974,026辆。10月份电动汽车在欧盟新车注册量中所占份额约为64%。欧盟10月新车注册量增长5.8%达916,609辆。特斯拉10月在欧盟的新车注册量下降48%。","content":"<html><head></head><body><p>11月25日，据欧洲汽车制造商协会：欧盟10月新车注册量增长5.8%，达到916,609辆；10月份电动汽车在欧盟新车注册量中所占份额约为64%；欧盟1月至10月新车注册量增长1.4%，达到8,974,026辆。</p><p>其中，特斯拉10月在欧盟的新车注册量下降48%；比亚迪10月欧盟新车注册量增长195%；梅赛德斯-奔驰集团10月欧盟新车注册量增长2.0%；斯泰兰蒂斯10月欧盟新车注册量增长6.6%；日产10月欧盟新车注册量下降3.2%；丰田汽车10月欧盟新车注册量下降10.8%；现代汽车10月欧盟新车注册量增长了0.1%；大众集团10月欧盟新车注册量增长7.9%；上汽集团10月欧盟新车注册量增长56%；宝马10月欧盟新车注册量增长8.7%；雷诺集团10月欧盟新车注册量增长10%。</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 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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欧洲汽车制造商协会：特斯拉10月在欧盟新车注册量下降48%，比亚迪增长195%\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\">2025-11-25 13:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月25日，据欧洲汽车制造商协会：欧盟10月新车注册量增长5.8%，达到916,609辆；10月份电动汽车在欧盟新车注册量中所占份额约为64%；欧盟1月至10月新车注册量增长1.4%，达到8,974,026辆。</p><p>其中，特斯拉10月在欧盟的新车注册量下降48%；比亚迪10月欧盟新车注册量增长195%；梅赛德斯-奔驰集团10月欧盟新车注册量增长2.0%；斯泰兰蒂斯10月欧盟新车注册量增长6.6%；日产10月欧盟新车注册量下降3.2%；丰田汽车10月欧盟新车注册量下降10.8%；现代汽车10月欧盟新车注册量增长了0.1%；大众集团10月欧盟新车注册量增长7.9%；上汽集团10月欧盟新车注册量增长56%；宝马10月欧盟新车注册量增长8.7%；雷诺集团10月欧盟新车注册量增长10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179208968","content_text":"11月25日，据欧洲汽车制造商协会：欧盟10月新车注册量增长5.8%，达到916,609辆；10月份电动汽车在欧盟新车注册量中所占份额约为64%；欧盟1月至10月新车注册量增长1.4%，达到8,974,026辆。其中，特斯拉10月在欧盟的新车注册量下降48%；比亚迪10月欧盟新车注册量增长195%；梅赛德斯-奔驰集团10月欧盟新车注册量增长2.0%；斯泰兰蒂斯10月欧盟新车注册量增长6.6%；日产10月欧盟新车注册量下降3.2%；丰田汽车10月欧盟新车注册量下降10.8%；现代汽车10月欧盟新车注册量增长了0.1%；大众集团10月欧盟新车注册量增长7.9%；上汽集团10月欧盟新车注册量增长56%；宝马10月欧盟新车注册量增长8.7%；雷诺集团10月欧盟新车注册量增长10%。","news_type":1,"symbols_score_info":{"TSLA":2,"01211":2}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502373756519056,"gmtCreate":1763668159125,"gmtModify":1763668161533,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"中国公司拿什么竞争？靠嘴？？？","listText":"中国公司拿什么竞争？靠嘴？？？","text":"中国公司拿什么竞争？靠嘴？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502373756519056","repostId":"2585881152","repostType":2,"repost":{"id":"2585881152","kind":"news","pubTimestamp":1763663887,"share":"https://www.laohu8.com/m/news/2585881152?lang=&edition=full","pubTime":"2025-11-21 02:38","market":"us","language":"zh","title":"太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力","url":"https://stock-news.laohu8.com/highlight/detail?id=2585881152","media":"ITBEAR科技资讯","summary":"马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。其GPU算力较现有太空运算设施提升100倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星星座顺利入轨。预计未来两年，中国将加速卫星发射进程。","content":"<html><body><article><p>马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。</p><p>电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，美国数据中心的能源需求将在2027年前接近翻倍，大型数据中心的用电需求已使电网容量达到极限。在此背景下，将数据中心转移至太空的构想正吸引越来越多科技企业的关注。</p><p>美国StarCloud公司于11月2日成功发射技术试验星，该卫星搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H100芯片与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>Gemini大模型，重量60公斤，体积与小型冰箱相当。其GPU算力较现有太空运算设施提升100倍。该公司计划构建一座5吉瓦的轨道数据中心，配备超大型<a href=\"https://laohu8.com/S/000591\">太阳能</a>和冷却电池板，宽度和长度均约4公里。联合创始人菲利普·约翰斯顿指出，太空数据中心无需用水冷却，也不依赖电池或备用电源，其可再生能源成本极低，仅需承担发射费用，全生命周期碳排放较地面数据中心减少90%。</p><p>谷歌近期提出“捕日者”研究项目，计划将张量处理单元（TPU）搭载于配备太阳能电池板的卫星上。这些电池板可实现近乎持续发电，效率是地面同类设备的八倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。该公司还宣布，将于2027年前与Planet公司合作发射多颗原型卫星，用于轨道硬件测试。</p><p>中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>顺利入轨。该星座包含12颗计算卫星，搭载80亿参数天基模型，具备在轨处理L0-L4级卫星数据的能力，可执行异轨卫星激光接入、天文观测等任务。此项目标志着“星算”计划与“三体计算星座”的正式启动。</p><p>商业<a href=\"https://laohu8.com/S/000901\">航天</a>领域的竞争正日益激烈。业内分析指出，美国已发射超1万颗卫星并完成组网，星链系统在俄乌冲突中发挥了关键作用。预计未来两年，中国将加速卫星发射进程。有市场观点认为，若错过今年人工智能GPU的行情，明年商业航空<a href=\"https://laohu8.com/S/00031\">航天</a>领域或迎来重大发展机遇。</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","TSYW.SI":"TESLA 3xLongSG261006","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","NVDA":"英伟达","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585881152","content_text":"马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，美国数据中心的能源需求将在2027年前接近翻倍，大型数据中心的用电需求已使电网容量达到极限。在此背景下，将数据中心转移至太空的构想正吸引越来越多科技企业的关注。美国StarCloud公司于11月2日成功发射技术试验星，该卫星搭载英伟达H100芯片与谷歌Gemini大模型，重量60公斤，体积与小型冰箱相当。其GPU算力较现有太空运算设施提升100倍。该公司计划构建一座5吉瓦的轨道数据中心，配备超大型太阳能和冷却电池板，宽度和长度均约4公里。联合创始人菲利普·约翰斯顿指出，太空数据中心无需用水冷却，也不依赖电池或备用电源，其可再生能源成本极低，仅需承担发射费用，全生命周期碳排放较地面数据中心减少90%。谷歌近期提出“捕日者”研究项目，计划将张量处理单元（TPU）搭载于配备太阳能电池板的卫星上。这些电池板可实现近乎持续发电，效率是地面同类设备的八倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。该公司还宣布，将于2027年前与Planet公司合作发射多颗原型卫星，用于轨道硬件测试。中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星星座顺利入轨。该星座包含12颗计算卫星，搭载80亿参数天基模型，具备在轨处理L0-L4级卫星数据的能力，可执行异轨卫星激光接入、天文观测等任务。此项目标志着“星算”计划与“三体计算星座”的正式启动。商业航天领域的竞争正日益激烈。业内分析指出，美国已发射超1万颗卫星并完成组网，星链系统在俄乌冲突中发挥了关键作用。预计未来两年，中国将加速卫星发射进程。有市场观点认为，若错过今年人工智能GPU的行情，明年商业航空航天领域或迎来重大发展机遇。","news_type":1,"symbols_score_info":{"UFO":0.6,"GOOG":1.5,"GOOGL":1.5,"DXYZ":1.5,"NVDA":0.9,"USJW.SI":0.6,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"content":"样样抄袭，马斯克搞什么，就跟着抄作业","text":"样样抄袭，马斯克搞什么，就跟着抄作业","html":"样样抄袭，马斯克搞什么，就跟着抄作业"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501938066223560,"gmtCreate":1763562385484,"gmtModify":1763563141889,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"段叼毛又来发垃圾言论来了？沙雕一样的存在！！！啥也不是！！！","listText":"段叼毛又来发垃圾言论来了？沙雕一样的存在！！！啥也不是！！！","text":"段叼毛又来发垃圾言论来了？沙雕一样的存在！！！啥也不是！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501938066223560","repostId":"2584949271","repostType":2,"repost":{"id":"2584949271","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1763556549,"share":"https://www.laohu8.com/m/news/2584949271?lang=&edition=full","pubTime":"2025-11-19 20:49","market":"other","language":"zh","title":"段永平采访录：什么是懂企业？","url":"https://stock-news.laohu8.com/highlight/detail?id=2584949271","media":"链捕手","summary":" 段永平谈\"懂企业\"：内化价值观，预判公司未来行为，而非空谈模式与护城河。 ","content":"<html><body><p>不管是巴菲特还是段永平经常说买股票就是买公司，而买公司最重要的就是懂企业。</p>\n<p>我以前对“懂企业”的理解就是能理解商业模式、能估算未来的现金流、能知道企业的护城河。</p>\n<p>但这种理解说出来总感觉像是做问答题，多少能答一些文字、发挥一下个人的想法，其实内心里还是觉得隔靴搔痒，找不到真正的体感。</p>\n<p>在这次访谈中，段永平再次举了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的例子，但与以往不同的是他用了具体的三个判断让我真切体会到了他所谓的“懂企业”到底表现在什么地方，是如何体现出来的。</p>\n<p>在我的印象中，他的这段分享似乎从来没有出现在他的问答录中。</p>\n<p>这段访谈相当精彩。</p>\n<p>在段永平的问答录中，他经常谈及苹果，谈及他悟到的苹果的一些关键特点：</p>\n<p>这个公司不是那么极致地追求商业利益，而是极致地追求用户体验，追求为用户带来不一样的价值。</p>\n<p>然后他举的例子多是苹果的生态、对客户带来的粘性等等。</p>\n<p>但在这次访谈中，他提及了自己过往对苹果的三次判断：</p>\n<p>第一次是他在公司说苹果一定会推出大屏手机。</p>\n<p>在他作出这个判断后的第3年，苹果果然推出了大屏手机。</p>\n<p>为什么呢？</p>\n<p>他说这是用户的刚需，要让用户有好的体验，这是必须做的事。</p>\n<p>第二次是他说苹果一定不会推出电视。</p>\n<p>对这个判断，他在自己的公司就有两次经历。两次都是当时公司的实际执行人一定想尝试做电视。他说想做那就试吧，他不拦着。</p>\n<p>结果试过两次后，他自己的公司最后都没做。</p>\n<p>当然苹果也没有推出电视。</p>\n<p>为什么呢？</p>\n<p>他说电视提供不了用户什么价值。</p>\n<p>第三次更有意思。</p>\n<p>十几年前业界就盛传苹果要推出电动车，但他不管业界传出了什么内部信息、内部照片，他就是坚持说苹果不会出电动车。</p>\n<p>果然最后苹果取消了电动车项目。</p>\n<p>为什么呢？</p>\n<p>他说这不是技术问题，而同样是他认为电动车不能为用户提供价值。</p>\n<p>对段永平在这里谈到的价值，我个人的理解是用户能够获得的与众不同的感受和体验。</p>\n<p>从段永平的这三次“铁口直断”，我现在所理解的“懂公司”是指：</p>\n<p>不是停留在表面上的夸夸其谈，而是能够直接内化地理解公司的价值观和行为模式，乃至能够身临其境地设想按照这个公司的价值观，它未来会做什么以及不会做什么。</p>\n<p>这才是真正的“懂”，这种“懂”已经让自己成为了公司的一部分，深入理解到了公司价值观的内核。</p>\n<p>我觉得这是迄今为止，我所听到的一切分享中讲得最精彩的“懂公司”。</p>\n<p>除了苹果以外，段永平还谈到了一个被自己称为不太懂的公司：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>。</p>\n<p>此前，我以为我多少能够理解英伟达，知道它的护城河是CUDA生态等等。</p>\n<p>但段永平提供了另外一种不同的角度来审视英伟达。</p>\n<p>他的大意是：</p>\n<p>他看老黄十多年前的演讲和观点，然后再回顾这十多年来老黄所做的事，结果发现老黄的所做就是曾经的所想。</p>\n<p>所以他现在看英伟达和AI的未来就看老黄现在的所讲，然后他以此来判断老黄未来的所作乃至英伟达未来的发展。</p>\n<p>苹果和英伟达对于一直关心电子产品和AI发展的投资者来说早就是老生常谈了。</p>\n<p>但是从老生常谈中还能谈出新观点、发掘新角度，这个功力之深厚实在是让人深感佩服。</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>段永平采访录：什么是懂企业？</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段永平采访录：什么是懂企业？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2025-11-19 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>不管是巴菲特还是段永平经常说买股票就是买公司，而买公司最重要的就是懂企业。</p>\n<p>我以前对“懂企业”的理解就是能理解商业模式、能估算未来的现金流、能知道企业的护城河。</p>\n<p>但这种理解说出来总感觉像是做问答题，多少能答一些文字、发挥一下个人的想法，其实内心里还是觉得隔靴搔痒，找不到真正的体感。</p>\n<p>在这次访谈中，段永平再次举了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的例子，但与以往不同的是他用了具体的三个判断让我真切体会到了他所谓的“懂企业”到底表现在什么地方，是如何体现出来的。</p>\n<p>在我的印象中，他的这段分享似乎从来没有出现在他的问答录中。</p>\n<p>这段访谈相当精彩。</p>\n<p>在段永平的问答录中，他经常谈及苹果，谈及他悟到的苹果的一些关键特点：</p>\n<p>这个公司不是那么极致地追求商业利益，而是极致地追求用户体验，追求为用户带来不一样的价值。</p>\n<p>然后他举的例子多是苹果的生态、对客户带来的粘性等等。</p>\n<p>但在这次访谈中，他提及了自己过往对苹果的三次判断：</p>\n<p>第一次是他在公司说苹果一定会推出大屏手机。</p>\n<p>在他作出这个判断后的第3年，苹果果然推出了大屏手机。</p>\n<p>为什么呢？</p>\n<p>他说这是用户的刚需，要让用户有好的体验，这是必须做的事。</p>\n<p>第二次是他说苹果一定不会推出电视。</p>\n<p>对这个判断，他在自己的公司就有两次经历。两次都是当时公司的实际执行人一定想尝试做电视。他说想做那就试吧，他不拦着。</p>\n<p>结果试过两次后，他自己的公司最后都没做。</p>\n<p>当然苹果也没有推出电视。</p>\n<p>为什么呢？</p>\n<p>他说电视提供不了用户什么价值。</p>\n<p>第三次更有意思。</p>\n<p>十几年前业界就盛传苹果要推出电动车，但他不管业界传出了什么内部信息、内部照片，他就是坚持说苹果不会出电动车。</p>\n<p>果然最后苹果取消了电动车项目。</p>\n<p>为什么呢？</p>\n<p>他说这不是技术问题，而同样是他认为电动车不能为用户提供价值。</p>\n<p>对段永平在这里谈到的价值，我个人的理解是用户能够获得的与众不同的感受和体验。</p>\n<p>从段永平的这三次“铁口直断”，我现在所理解的“懂公司”是指：</p>\n<p>不是停留在表面上的夸夸其谈，而是能够直接内化地理解公司的价值观和行为模式，乃至能够身临其境地设想按照这个公司的价值观，它未来会做什么以及不会做什么。</p>\n<p>这才是真正的“懂”，这种“懂”已经让自己成为了公司的一部分，深入理解到了公司价值观的内核。</p>\n<p>我觉得这是迄今为止，我所听到的一切分享中讲得最精彩的“懂公司”。</p>\n<p>除了苹果以外，段永平还谈到了一个被自己称为不太懂的公司：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>。</p>\n<p>此前，我以为我多少能够理解英伟达，知道它的护城河是CUDA生态等等。</p>\n<p>但段永平提供了另外一种不同的角度来审视英伟达。</p>\n<p>他的大意是：</p>\n<p>他看老黄十多年前的演讲和观点，然后再回顾这十多年来老黄所做的事，结果发现老黄的所做就是曾经的所想。</p>\n<p>所以他现在看英伟达和AI的未来就看老黄现在的所讲，然后他以此来判断老黄未来的所作乃至英伟达未来的发展。</p>\n<p>苹果和英伟达对于一直关心电子产品和AI发展的投资者来说早就是老生常谈了。</p>\n<p>但是从老生常谈中还能谈出新观点、发掘新角度，这个功力之深厚实在是让人深感佩服。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","2NVD.UK":"2X NVIDIA ETP","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVD2.UK":"2X NVIDIA ETP","BK4505":"高瓴资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","SNVD.UK":"LS -1X NVIDIA","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME 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ACC","BK4566":"资本集团"},"source_url":"https://www.chaincatcher.com/article/2221797","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584949271","content_text":"不管是巴菲特还是段永平经常说买股票就是买公司，而买公司最重要的就是懂企业。\n我以前对“懂企业”的理解就是能理解商业模式、能估算未来的现金流、能知道企业的护城河。\n但这种理解说出来总感觉像是做问答题，多少能答一些文字、发挥一下个人的想法，其实内心里还是觉得隔靴搔痒，找不到真正的体感。\n在这次访谈中，段永平再次举了苹果的例子，但与以往不同的是他用了具体的三个判断让我真切体会到了他所谓的“懂企业”到底表现在什么地方，是如何体现出来的。\n在我的印象中，他的这段分享似乎从来没有出现在他的问答录中。\n这段访谈相当精彩。\n在段永平的问答录中，他经常谈及苹果，谈及他悟到的苹果的一些关键特点：\n这个公司不是那么极致地追求商业利益，而是极致地追求用户体验，追求为用户带来不一样的价值。\n然后他举的例子多是苹果的生态、对客户带来的粘性等等。\n但在这次访谈中，他提及了自己过往对苹果的三次判断：\n第一次是他在公司说苹果一定会推出大屏手机。\n在他作出这个判断后的第3年，苹果果然推出了大屏手机。\n为什么呢？\n他说这是用户的刚需，要让用户有好的体验，这是必须做的事。\n第二次是他说苹果一定不会推出电视。\n对这个判断，他在自己的公司就有两次经历。两次都是当时公司的实际执行人一定想尝试做电视。他说想做那就试吧，他不拦着。\n结果试过两次后，他自己的公司最后都没做。\n当然苹果也没有推出电视。\n为什么呢？\n他说电视提供不了用户什么价值。\n第三次更有意思。\n十几年前业界就盛传苹果要推出电动车，但他不管业界传出了什么内部信息、内部照片，他就是坚持说苹果不会出电动车。\n果然最后苹果取消了电动车项目。\n为什么呢？\n他说这不是技术问题，而同样是他认为电动车不能为用户提供价值。\n对段永平在这里谈到的价值，我个人的理解是用户能够获得的与众不同的感受和体验。\n从段永平的这三次“铁口直断”，我现在所理解的“懂公司”是指：\n不是停留在表面上的夸夸其谈，而是能够直接内化地理解公司的价值观和行为模式，乃至能够身临其境地设想按照这个公司的价值观，它未来会做什么以及不会做什么。\n这才是真正的“懂”，这种“懂”已经让自己成为了公司的一部分，深入理解到了公司价值观的内核。\n我觉得这是迄今为止，我所听到的一切分享中讲得最精彩的“懂公司”。\n除了苹果以外，段永平还谈到了一个被自己称为不太懂的公司：英伟达。\n此前，我以为我多少能够理解英伟达，知道它的护城河是CUDA生态等等。\n但段永平提供了另外一种不同的角度来审视英伟达。\n他的大意是：\n他看老黄十多年前的演讲和观点，然后再回顾这十多年来老黄所做的事，结果发现老黄的所做就是曾经的所想。\n所以他现在看英伟达和AI的未来就看老黄现在的所讲，然后他以此来判断老黄未来的所作乃至英伟达未来的发展。\n苹果和英伟达对于一直关心电子产品和AI发展的投资者来说早就是老生常谈了。\n但是从老生常谈中还能谈出新观点、发掘新角度，这个功力之深厚实在是让人深感佩服。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDY":0.6,"NVIW.SI":0.6,"AAPL":0.9,"NVDA":0.9,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVDS":0.6,"MACW.SI":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501156268626112,"gmtCreate":1763382900163,"gmtModify":1763382902008,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/300476\">$胜宏科技(300476)$</a> 明天跌穿[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/300476\">$胜宏科技(300476)$</a> 明天跌穿[喷血]&nbsp;&nbsp;","text":"$胜宏科技(300476)$ 明天跌穿[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501139194577712","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501027482833360,"gmtCreate":1763361846632,"gmtModify":1763363100817,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"又开始再瞎编乱造了[喷血]&nbsp;&nbsp;","listText":"又开始再瞎编乱造了[喷血]&nbsp;&nbsp;","text":"又开始再瞎编乱造了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501027482833360","repostId":"2584130615","repostType":2,"repost":{"id":"2584130615","kind":"news","pubTimestamp":1763351134,"share":"https://www.laohu8.com/m/news/2584130615?lang=&edition=full","pubTime":"2025-11-17 11:45","market":"us","language":"zh","title":"大量英伟达GPU开始在仓库吃灰","url":"https://stock-news.laohu8.com/highlight/detail?id=2584130615","media":"国产芯片选型指南","summary":"衡宇 发自 凹非寺量子位 | 公众号 QbitAI你敢想，微软堆成山的GPU，只能在库房里吃灰？微软缺电，大量GPU闲置在微软内部，大量英伟达AI芯片被闲置。纳德拉明确表态，微软不会再囤积单一代GPU。One More Thing周一，微软在 上宣布，相关部门已经批准它向阿联酋运送英伟达芯片，用来建设训练AI模型所需的数据中心。或许去了那里，微软买下的英伟达GPU可以不再吃灰吧……","content":"<html><body><article><p><strong>衡宇 发自 凹非寺</strong></p><p>量子位 | 公众号 QbitAI</p><p>你敢想，<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>堆成山的GPU，只能在库房里吃灰</strong>？</p><p>在最新播客节目BG2中，微软CEO纳德拉亲口承认公司正面临一个前所未有的尴尬：微软手上有成堆的GPU，却<strong>因为缺电、缺空间</strong>，只能闲置在那儿。</p><p>但最大的问题不是算力过剩的现状——</p><p>最大的问题不是芯片供应，而是供电能力，以及我们能否足够快地<a href=\"https://laohu8.com/S/01630\">建成</a>靠近电源的数据中心。</p><p>如果做不到，你就会有一堆芯片只能躺在仓库。</p><p><strong>微软缺电，大量GPU闲置</strong></p><p>在微软内部，大量<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI芯片被闲置。</p><p>不是因为算力已经足够或者“过剩”了，而是现在的基础设施不足以支撑这些芯片运行起来。</p><p><strong>一是因为缺乏电力。</strong></p><p><strong>二是因为缺少可以立马投入使用的数据中心——</strong>也就是纳德拉口中的“warm shells”，即已经建好、具备足够供电与冷却能力的机房外壳。</p><p>这并不是他第一次对外谈及微软的烦恼。</p><p>去年，当被问及微软在2024年是否仍然受到英伟达芯片的供应限制时，纳德拉是这么说的：</p><p>我们受到的是电力限制，而不是芯片供应限制。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117115844608v201t7untvfldok\"/><p>到了今年，这似乎成为了所有大模型巨头们共同面临的问题。</p><p><strong>奥特曼</strong>也在同期讨论中提到，行业面临的总体挑战不仅仅是算力问题，更多还有能源和基础设施的匹配问题。</p><p>而奥特曼对这个问题的敏感，比多数科技公司来得早。</p><p>过去两年，他陆续投资了裂变能源公司<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>、聚变能源公司Helion，以及太阳能<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>Exowatt。</p><p>只不过，这些新型能源技术离大规模商用还很远，<strong>短期内，数据中心仍得依赖燃气和可再生能源混合供电。</strong></p><p><strong>缺电之外：囤芯片也不再安全</strong></p><p>过去五年，美国整体电力需求曲线突然被拉高。</p><p>随着AI和云计算带动的数据中心建设进入高峰期，<strong>用电需求开始以超出预期的速度增长，远远超过公用事业公司原本的新增发电规划</strong>。</p><p>供给端反应明显滞后。</p><p>传统电厂从立项到并网通常需要数年周期，而AI产业扩张的节奏以季度计算。于是，为了追上算力扩张的步伐，<strong>越来越多的数据中心开发商不得不自己为AI发电</strong>。</p><p>因此，越来越多的数据中心开发商选择采用所谓的<strong>“计量表后”</strong>（behind-the-meter）供电方式——直接将电力接入数据中心，绕过公共电网，以弥补供能缺口。</p><p>尽管如此，数据中心、电力与冷却系统的建设节奏还是远远跟不上现实需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117115845147v201fkwgqvznwav\"/><p>光伏太阳能被视为目前建设周期最短、部署最灵活的能源形式，但在时间维度上，它与数据中心几乎同步——从选址、施工到并网动辄数月甚至一年。</p><p>而AI需求的变化往往只需要一次模型更新或一次产品发布。</p><p>举个具体点的例子来说吧：当算力曲线每季度刷新纪录时，能源系统还在审批表格上打转（无奈摊手.jpg）。</p><p>部分业内人士担心，如果未来AI需求增速放缓，当前为了支撑AI算力而大规模投资的电厂和储能项目可能会出现闲置风险。</p><p>但奥特曼并不这么看。</p><p><strong>奥特曼认为，AI的用电需求不可能回落，只会持续增长。</strong>也就是说，更高效、更便宜的算力，只会激发出更多应用场景。</p><p>如此来看，奥特曼似乎是一个杰文斯悖论信徒。</p><p>该悖论认为，资源的更高效利用将导致更大规模的使用，从而增加整体需求。</p><p>如果算力成本明天下降100倍，用量会增长远超100倍。越便宜的计算力，只会带来更大的总体需求。</p><p>为此，奥特曼呼吁美国政府每年增加100吉瓦发电能力，并将其视为“AI战略<span>资产</span>”。</p><p>与此同时，<strong>算力端的企业也在重新调整策略</strong>。</p><p>纳德拉明确表态，<strong>微软不会再囤积单一代GPU</strong>。</p><p>理由很现实——</p><p>一台昂贵的英伟达芯片，如果暂时插不上电，两、三年后又被新架构取代，那等于在折旧周期内就提前贬值。</p><p>而根据微软经验，数据中心设备的折旧周期通常是六年，盲目囤货不仅占用现金，还会造成资源浪费。</p><p><strong>网友建议：不如开发点能耗降低的芯片？</strong></p><p>自20世纪90年代末以来，<a href=\"https://laohu8.com/S/AEP\">美国电力</a>生产一直徘徊在约约4万亿千瓦时/年。</p><p>但这个世界变化太快了：</p><p>人口增长了20%，部分物理电网老化，新的城市生活和科技进步都对电力需要提出了不断增长的需求。</p><p>如上所述，<strong>GPU生产可以按季度迭代，但电力系统、数据中心冷却与输电网络的建设，却是以年为单位的工程。</strong></p><p>AI产业算力增长能否延续，关键已不在芯片产量，而在能源与基础设施是否能同步扩张。</p><p>这也让行业目光重新转向上游芯片厂商。</p><p>过去，英伟达等公司拼的是峰值性能：算力越强、速度越快越好。</p><p><strong>但当限制从“算力短缺”变成“电力短缺”后，标准是否有可能开始反转？</strong></p><p>reddit相关讨论帖中，有网友表达了自己的建议：</p><p>如果你是受电力限制而不是芯片限制，你会想要每工作最节能的芯片，对吧？</p><p>如果你已经被能耗闲置，而英伟达推出一款速度提升1.2倍但能耗降低25%的芯片，那将非常有吸引力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117115846688v201pvi3r1gljr5\"/><p><strong>One More Thing</strong></p><p>周一，微软在 上宣布，相关部门已经批准它向阿联酋运送英伟达芯片，用来建设训练AI模型所需的数据中心。</p><p>微软还表示，未来四年将在海湾国家投资80亿美元用于数据中心、云计算和其他人工智能项目。</p><p>中东地区资金丰厚，能源丰富，外媒分析，<strong>这笔交易也标志着AI基础设施正在从硅谷迁往能源充足的新兴市场。</strong></p><p>或许去了那里，微软买下的英伟达GPU可以不再吃灰吧……</p><p>参考链接：</p><p>[1]https://www.reddit.com/r/hardware/comments/1onawsk/microsoft_ceo_says_the_company_doesnt_have_enough/</p><p>[2]https://x.com/rohanpaul_ai/status/1985462248349766076</p><p>[3]https://finance.yahoo.com/news/microsoft-gets-u-approval-export-134300053.html</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\" 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>大量英伟达GPU开始在仓库吃灰</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大量英伟达GPU开始在仓库吃灰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 11:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117115902a4a6a5d1&s=b><strong>国产芯片选型指南</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>衡宇 发自 凹非寺量子位 | 公众号 QbitAI你敢想，微软堆成山的GPU，只能在库房里吃灰？在最新播客节目BG2中，微软CEO纳德拉亲口承认公司正面临一个前所未有的尴尬：微软手上有成堆的GPU，却因为缺电、缺空间，只能闲置在那儿。但最大的问题不是算力过剩的现状——最大的问题不是芯片供应，而是供电能力，以及我们能否足够快地建成靠近电源的数据中心。如果做不到，你就会有一堆芯片只能躺在仓库。微软缺电...</p>\n\n<a 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117115902a4a6a5d1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584130615","content_text":"衡宇 发自 凹非寺量子位 | 公众号 QbitAI你敢想，微软堆成山的GPU，只能在库房里吃灰？在最新播客节目BG2中，微软CEO纳德拉亲口承认公司正面临一个前所未有的尴尬：微软手上有成堆的GPU，却因为缺电、缺空间，只能闲置在那儿。但最大的问题不是算力过剩的现状——最大的问题不是芯片供应，而是供电能力，以及我们能否足够快地建成靠近电源的数据中心。如果做不到，你就会有一堆芯片只能躺在仓库。微软缺电，大量GPU闲置在微软内部，大量英伟达AI芯片被闲置。不是因为算力已经足够或者“过剩”了，而是现在的基础设施不足以支撑这些芯片运行起来。一是因为缺乏电力。二是因为缺少可以立马投入使用的数据中心——也就是纳德拉口中的“warm shells”，即已经建好、具备足够供电与冷却能力的机房外壳。这并不是他第一次对外谈及微软的烦恼。去年，当被问及微软在2024年是否仍然受到英伟达芯片的供应限制时，纳德拉是这么说的：我们受到的是电力限制，而不是芯片供应限制。到了今年，这似乎成为了所有大模型巨头们共同面临的问题。奥特曼也在同期讨论中提到，行业面临的总体挑战不仅仅是算力问题，更多还有能源和基础设施的匹配问题。而奥特曼对这个问题的敏感，比多数科技公司来得早。过去两年，他陆续投资了裂变能源公司Oklo、聚变能源公司Helion，以及太阳能创业公司Exowatt。只不过，这些新型能源技术离大规模商用还很远，短期内，数据中心仍得依赖燃气和可再生能源混合供电。缺电之外：囤芯片也不再安全过去五年，美国整体电力需求曲线突然被拉高。随着AI和云计算带动的数据中心建设进入高峰期，用电需求开始以超出预期的速度增长，远远超过公用事业公司原本的新增发电规划。供给端反应明显滞后。传统电厂从立项到并网通常需要数年周期，而AI产业扩张的节奏以季度计算。于是，为了追上算力扩张的步伐，越来越多的数据中心开发商不得不自己为AI发电。因此，越来越多的数据中心开发商选择采用所谓的“计量表后”（behind-the-meter）供电方式——直接将电力接入数据中心，绕过公共电网，以弥补供能缺口。尽管如此，数据中心、电力与冷却系统的建设节奏还是远远跟不上现实需求。光伏太阳能被视为目前建设周期最短、部署最灵活的能源形式，但在时间维度上，它与数据中心几乎同步——从选址、施工到并网动辄数月甚至一年。而AI需求的变化往往只需要一次模型更新或一次产品发布。举个具体点的例子来说吧：当算力曲线每季度刷新纪录时，能源系统还在审批表格上打转（无奈摊手.jpg）。部分业内人士担心，如果未来AI需求增速放缓，当前为了支撑AI算力而大规模投资的电厂和储能项目可能会出现闲置风险。但奥特曼并不这么看。奥特曼认为，AI的用电需求不可能回落，只会持续增长。也就是说，更高效、更便宜的算力，只会激发出更多应用场景。如此来看，奥特曼似乎是一个杰文斯悖论信徒。该悖论认为，资源的更高效利用将导致更大规模的使用，从而增加整体需求。如果算力成本明天下降100倍，用量会增长远超100倍。越便宜的计算力，只会带来更大的总体需求。为此，奥特曼呼吁美国政府每年增加100吉瓦发电能力，并将其视为“AI战略资产”。与此同时，算力端的企业也在重新调整策略。纳德拉明确表态，微软不会再囤积单一代GPU。理由很现实——一台昂贵的英伟达芯片，如果暂时插不上电，两、三年后又被新架构取代，那等于在折旧周期内就提前贬值。而根据微软经验，数据中心设备的折旧周期通常是六年，盲目囤货不仅占用现金，还会造成资源浪费。网友建议：不如开发点能耗降低的芯片？自20世纪90年代末以来，美国电力生产一直徘徊在约约4万亿千瓦时/年。但这个世界变化太快了：人口增长了20%，部分物理电网老化，新的城市生活和科技进步都对电力需要提出了不断增长的需求。如上所述，GPU生产可以按季度迭代，但电力系统、数据中心冷却与输电网络的建设，却是以年为单位的工程。AI产业算力增长能否延续，关键已不在芯片产量，而在能源与基础设施是否能同步扩张。这也让行业目光重新转向上游芯片厂商。过去，英伟达等公司拼的是峰值性能：算力越强、速度越快越好。但当限制从“算力短缺”变成“电力短缺”后，标准是否有可能开始反转？reddit相关讨论帖中，有网友表达了自己的建议：如果你是受电力限制而不是芯片限制，你会想要每工作最节能的芯片，对吧？如果你已经被能耗闲置，而英伟达推出一款速度提升1.2倍但能耗降低25%的芯片，那将非常有吸引力。One More Thing周一，微软在 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00:08","market":"us","language":"zh","title":"因起火风险，特斯拉在美召回1.05万个Powerwall 2电池","url":"https://stock-news.laohu8.com/highlight/detail?id=2583059262","media":"格隆汇","summary":"特斯拉表示，在收到22起过热报告后，将在美国召回约1.05万个Powerwall 2电池供电系统（住宅用储能设备），原因是该产品存在起火和灼烧风险。召回通知显示，该缺陷源于部分锂离子电池电芯，这些电芯","content":"<html><body><p>特斯拉表示，在收到22起过热报告后，将在美国召回约1.05万个Powerwall 2电池供电系统（住宅用储能设备），原因是该产品存在起火和灼烧风险。召回通知显示，该缺陷源于部分锂离子电池电芯，这些电芯在特定条件下可能过热、冒烟或起火。在少数案例中，该缺陷已造成财产损失。美国消费者产品安全委员会称，此次召回涉及的系统“可能出现故障并过热”，从而增加严重受伤或死亡风险，不过目前尚未有人员受伤报告。</p></body></html>","source":"live_gelonghui","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>因起火风险，特斯拉在美召回1.05万个Powerwall 2电池</title>\n<style 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B！你怎么不提特斯拉把大量产能都出口了？啥也不是的东西！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499668583350272","repostId":"2583539751","repostType":2,"repost":{"id":"2583539751","kind":"news","pubTimestamp":1763004211,"share":"https://www.laohu8.com/m/news/2583539751?lang=&edition=full","pubTime":"2025-11-13 11:23","market":"hk","language":"zh","title":"10月车市大变天：宏光MINI EV夺冠，小米YU7打败了Model Y？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583539751","media":"Ofweek维科网","summary":"1轿车战场：MINI EV夺冠，汉跌出40名在10月轿车销量排行榜上，五菱宏光MINI EV以61119辆的绝对优势摘得桂冠，环比增长18.9%，同比激增79.9%。2SUV市场：小米YU7登顶，钛7突飞猛进10月SUV市场最大的黑马非小米YU7莫属。这款车以33662辆的零售成绩一举夺下SUV销量冠军，环比增幅高达50.5%。其中，旗下主力车型Model Y环比骤降61.9%，同比大降46%。在轿车市场，日产轩逸一枝独秀售出3.3万辆，环比上个月出入不大。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112343445d15231hacn9wddt\"/><p>乘联会最新数据显示，2025年10月全国乘用<a href=\"https://laohu8.com/S/01490\">车市</a>场零售224.2万辆，同比微降0.8%，环比微降0.1%。与此形成鲜明对比的是，新能源乘用车市场持续逆势突围，128.2万辆的零售量同比增长7.3%，零售渗透率攀升至57.2%，已成为支撑市场的核心力量。具体的车型表现又是怎样的呢？咱们今天一起来看一下。</p><p><strong>1</strong><strong>轿车战场：MINI EV夺冠，汉跌出40名</strong></p><p>在10月轿车销量排行榜上，五菱宏光MINI EV以61119辆的绝对优势摘得桂冠，环比增长18.9%，同比激增79.9%。这款“国民代步车”以其亲民价格和精准定位，持续统治10万级以下代步车市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112345029d152x5c69oiypd3\"/><p>而<a href=\"https://laohu8.com/S/00175\">吉利</a>星愿以4.4万辆的成绩位列第二，同比增幅高达192.4%，成为插混市场核心增长点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112353219d152yc42nukiqrn\"/><p><a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>秦PLUS、日产轩逸都超过3.3万辆，分别位列第三和第四名，<a href=\"https://laohu8.com/S/02498\">速腾</a>、朗逸、海鸥则保持在2万辆以上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112354878d152qn8mkbb4pvx\"/><p>在轿车榜单中，最令人意外的当属<a href=\"https://laohu8.com/S/002594\">比亚迪</a>汉——仅售出7180辆，排名第44位，这一表现与其昔日<a href=\"https://laohu8.com/S/002296\">辉煌</a>形成巨大反差。</p><p>B级车市场则呈现德日争霸格局，凯美瑞、帕萨特及迈腾均达到1.8万辆上下，丰田亚洲龙、风云A9L、银河星耀8也都超过万辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112356394d152gxmvgn71mkh\"/><p><strong>2</strong><strong>SUV市场：<a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7登顶，钛7突飞猛进</strong></p><p>10月SUV市场最大的黑马非<a href=\"https://laohu8.com/S/01810\">小米</a>YU7莫属。这款车以33662辆的零售成绩一举夺下SUV销量冠军，环比增幅高达50.5%。小米YU7的首次登顶，标志着新势力品牌已经开始改写市场格局。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112357083d1528h7sf7vxb4t\"/><p>同样令人瞩目的是钛7的突出表现——以20024辆的销量首次进入前十，环比增幅高达146.4%。钛7采用“星际方舟”设计语言，200km纯电续航+1300km综合续航的组合，同时满足城市通勤与长途自驾需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112357551d152jb2zakv66m0\"/><p>出乎意料的是，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>落榜品牌榜TOP20，环比大降64%，远超行业平均跌幅。其中，旗下主力车型Model Y环比骤降61.9%，同比大降46%。如果后续Model Y不能快速推出改款或调整定价，其市场份额可能会进一步被自主品牌挤压。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112357943d152rppts7s14q1\"/><p><strong>3</strong><strong>品牌较量：<a href=\"https://laohu8.com/S/01211\">比亚迪</a>领跑，<a href=\"https://laohu8.com/S/81810\">小米</a>逆势大涨</strong></p><p>品牌赛道的竞争更趋激烈，比亚迪以255994辆的总销量稳居榜首。而增幅最亮眼的是小米汽车，以48654辆创下单月新高，135%的同比增幅成为品牌榜最大惊喜。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112404957d1523znevmbr78w\"/><p><a href=\"https://laohu8.com/S/000806\">银河</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>等新势力品牌同样表现亮眼。银河以119319辆排名第四，环比增长7.5%，同比激增92%。零跑以63724辆位列第七，环比增长6.6%，同比增长77%。</p><p>合资品牌方面，大众以166500辆位居第二，环比增长2.8%，但同比仍下降17%。丰田、日产分别以142913辆、61290辆位列第三、第八。</p><p><strong>4</strong><strong>燃油车：坚守半壁江山，合资品牌承压</strong></p><p>尽管新能源车增长迅猛，燃油车在SUV市场仍展现出超强韧性，前十榜单中占据五席。</p><p>博越L以32942辆的销量位居SUV亚军，RAV4荣放以23213辆排名第四。星越L和途观L分别以21704辆和19230辆位列第五和第九，哈弗大狗则以18875辆的销量位居第十。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112406065d1520k4t6vc4x1q\"/><p>在轿车市场，日产轩逸一枝独秀售出3.3万辆，环比上个月出入不大。大众速腾、朗逸表现也都不赖，月销量均保持2万辆以上。合资燃油车的颓势并非偶然，而是技术代差与战略滞后的集中爆发。10月朗逸同比下滑30.7%至22422辆，成为德系燃油车衰退的典型代表。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113112413168d152h9joe19f1ga\"/><p><strong>5</strong><strong>未来展望：新能源渗透率有望冲击60%</strong></p><p>在新能源政策与市场双轮驱动下，中国汽车市场正加速“油电切换”，这一进程可能比预期来得更快、更猛烈。</p><p>随着广州车展临近，叠加年底冲量窗口期，预计国内新能源渗透率有望向60%发起冲击。汽车行业的竞争已从燃油与电动的技术之争，进化为智能生态与迭代速度的全面较量。谁能在如此“内卷”的大环境下冲出重围呢？咱们拭目以待！</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\" 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>10月车市大变天：宏光MINI EV夺冠，小米YU7打败了Model Y？</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\">\n10月车市大变天：宏光MINI EV夺冠，小米YU7打败了Model Y？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 11:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113112414a49de285&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>乘联会最新数据显示，2025年10月全国乘用车市场零售224.2万辆，同比微降0.8%，环比微降0.1%。与此形成鲜明对比的是，新能源乘用车市场持续逆势突围，128.2万辆的零售量同比增长7.3%，零售渗透率攀升至57.2%，已成为支撑市场的核心力量。具体的车型表现又是怎样的呢？咱们今天一起来看一下。1轿车战场：MINI EV夺冠，汉跌出40名在10月轿车销量排行榜上，五菱宏光MINI EV以...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113112414a49de285&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","01810":"小米集团-W","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","XIACY":"小米集团ADR","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) 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ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113112414a49de285&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583539751","content_text":"乘联会最新数据显示，2025年10月全国乘用车市场零售224.2万辆，同比微降0.8%，环比微降0.1%。与此形成鲜明对比的是，新能源乘用车市场持续逆势突围，128.2万辆的零售量同比增长7.3%，零售渗透率攀升至57.2%，已成为支撑市场的核心力量。具体的车型表现又是怎样的呢？咱们今天一起来看一下。1轿车战场：MINI EV夺冠，汉跌出40名在10月轿车销量排行榜上，五菱宏光MINI EV以61119辆的绝对优势摘得桂冠，环比增长18.9%，同比激增79.9%。这款“国民代步车”以其亲民价格和精准定位，持续统治10万级以下代步车市场。而吉利星愿以4.4万辆的成绩位列第二，同比增幅高达192.4%，成为插混市场核心增长点。比亚迪秦PLUS、日产轩逸都超过3.3万辆，分别位列第三和第四名，速腾、朗逸、海鸥则保持在2万辆以上。在轿车榜单中，最令人意外的当属比亚迪汉——仅售出7180辆，排名第44位，这一表现与其昔日辉煌形成巨大反差。B级车市场则呈现德日争霸格局，凯美瑞、帕萨特及迈腾均达到1.8万辆上下，丰田亚洲龙、风云A9L、银河星耀8也都超过万辆。2SUV市场：小米YU7登顶，钛7突飞猛进10月SUV市场最大的黑马非小米YU7莫属。这款车以33662辆的零售成绩一举夺下SUV销量冠军，环比增幅高达50.5%。小米YU7的首次登顶，标志着新势力品牌已经开始改写市场格局。同样令人瞩目的是钛7的突出表现——以20024辆的销量首次进入前十，环比增幅高达146.4%。钛7采用“星际方舟”设计语言，200km纯电续航+1300km综合续航的组合，同时满足城市通勤与长途自驾需求。出乎意料的是，特斯拉落榜品牌榜TOP20，环比大降64%，远超行业平均跌幅。其中，旗下主力车型Model Y环比骤降61.9%，同比大降46%。如果后续Model Y不能快速推出改款或调整定价，其市场份额可能会进一步被自主品牌挤压。3品牌较量：比亚迪领跑，小米逆势大涨品牌赛道的竞争更趋激烈，比亚迪以255994辆的总销量稳居榜首。而增幅最亮眼的是小米汽车，以48654辆创下单月新高，135%的同比增幅成为品牌榜最大惊喜。银河、零跑等新势力品牌同样表现亮眼。银河以119319辆排名第四，环比增长7.5%，同比激增92%。零跑以63724辆位列第七，环比增长6.6%，同比增长77%。合资品牌方面，大众以166500辆位居第二，环比增长2.8%，但同比仍下降17%。丰田、日产分别以142913辆、61290辆位列第三、第八。4燃油车：坚守半壁江山，合资品牌承压尽管新能源车增长迅猛，燃油车在SUV市场仍展现出超强韧性，前十榜单中占据五席。博越L以32942辆的销量位居SUV亚军，RAV4荣放以23213辆排名第四。星越L和途观L分别以21704辆和19230辆位列第五和第九，哈弗大狗则以18875辆的销量位居第十。在轿车市场，日产轩逸一枝独秀售出3.3万辆，环比上个月出入不大。大众速腾、朗逸表现也都不赖，月销量均保持2万辆以上。合资燃油车的颓势并非偶然，而是技术代差与战略滞后的集中爆发。10月朗逸同比下滑30.7%至22422辆，成为德系燃油车衰退的典型代表。5未来展望：新能源渗透率有望冲击60%在新能源政策与市场双轮驱动下，中国汽车市场正加速“油电切换”，这一进程可能比预期来得更快、更猛烈。随着广州车展临近，叠加年底冲量窗口期，预计国内新能源渗透率有望向60%发起冲击。汽车行业的竞争已从燃油与电动的技术之争，进化为智能生态与迭代速度的全面较量。谁能在如此“内卷”的大环境下冲出重围呢？咱们拭目以待！","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.5,"MIUmain":0.6,"TSLA":0.9,"XIACY":0.6,"HXXD.SI":0.6,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498560270426968,"gmtCreate":1762741978942,"gmtModify":1762741981811,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"居然**到如此地步[笑哭]&nbsp; 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","listText":"居然**到如此地步[笑哭]&nbsp; 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","text":"居然**到如此地步[笑哭] 说出如此颠倒黑白得话，众所周知，特斯拉FSD就算发生事故也不是突然退出！反到是国内一众智驾，发生事故前的0.1秒退出，全部甩锅黑车主！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498560270426968","repostId":"2582389084","repostType":2,"repost":{"id":"2582389084","kind":"news","pubTimestamp":1762704156,"share":"https://www.laohu8.com/m/news/2582389084?lang=&edition=full","pubTime":"2025-11-10 00:02","market":"us","language":"zh","title":"特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！","url":"https://stock-news.laohu8.com/highlight/detail?id=2582389084","media":"汽车产业前线观察","summary":"可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251110001337931v1630lkn4uv41m0\"/><p>打开<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。</p><p>这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。</p><p><strong>从 “选配” 到 “神话”：FSD 的定义一直在变</strong></p><p>自 2013 年推出 Autopilot（自动驾驶辅助系统）以来，特斯拉就没停下过对 “自动驾驶” 的宣传造势。</p><p>多年来，Autopilot 和 FSD 的定位不断调整：最初基础版 Autopilot 是额外付费的选配，现在成了多数车型的标配；而 FSD 则始终是 “高端升级包”，价格最高曾冲到 1.5 万美元。</p><p>宣传口径也始终如一：Autopilot 是 “贴心辅助”，FSD 则是 “终极目标”—— 等软件完善，车辆就能完全脱离人类干预自主行驶。</p><p>功能确实在迭代：最早的 Autopilot 只敢在高速用，顶多算 “智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。</p><p>可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。</p><p><strong>先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？</strong></p><p>很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。</p><p>根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：</p><p>0-2 级：驾驶员全程负责，系统只是辅助；</p><p>3 级：特定场景下车辆可担责；</p><p>4-5 级：车辆完全自主，不用人类介入。</p><p>而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。</p><p>对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。</p><p>可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。</p><p><strong>吹出来的 “安全神话”：数据背后的猫腻</strong></p><p>“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。</p><p>支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。</p><p>首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。</p><p>其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— <a href=\"https://laohu8.com/S/LI\">理想</a>的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。</p><p>更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。</p><p>更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。</p><p><strong>出事故就甩锅：特斯拉的 “免责套路” 与翻车案例</strong></p><p>吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”</p><p>从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。</p><p>佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。</p><p>判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。</p><p>这就是特斯拉的 “薛定谔的 FSD”：表现<a href=\"https://laohu8.com/S/HSY\">好时</a>，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。</p><p><strong>允许 “驾驶时发短信”？特斯拉的操作可能引火烧身</strong></p><p>在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。</p><p>这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。</p><p>马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。</p><p>但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。</p><p>要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。</p><p>未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。</p><p>更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。</p><p><strong>结语：双标游戏该落幕了</strong></p><p>特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。</p><p>L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。</p><p>当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。</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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！</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特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>打开特斯拉的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。从 “选配” 到 “神话”：FSD 的定义一直在变自 2013 年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0345769631.USD":"NINETY ONE GSF 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DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582389084","content_text":"打开特斯拉的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。从 “选配” 到 “神话”：FSD 的定义一直在变自 2013 年推出 Autopilot（自动驾驶辅助系统）以来，特斯拉就没停下过对 “自动驾驶” 的宣传造势。多年来，Autopilot 和 FSD 的定位不断调整：最初基础版 Autopilot 是额外付费的选配，现在成了多数车型的标配；而 FSD 则始终是 “高端升级包”，价格最高曾冲到 1.5 万美元。宣传口径也始终如一：Autopilot 是 “贴心辅助”，FSD 则是 “终极目标”—— 等软件完善，车辆就能完全脱离人类干预自主行驶。功能确实在迭代：最早的 Autopilot 只敢在高速用，顶多算 “智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：0-2 级：驾驶员全程负责，系统只是辅助；3 级：特定场景下车辆可担责；4-5 级：车辆完全自主，不用人类介入。而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。吹出来的 “安全神话”：数据背后的猫腻“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— 理想的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。出事故就甩锅：特斯拉的 “免责套路” 与翻车案例吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。允许 “驾驶时发短信”？特斯拉的操作可能引火烧身在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。结语：双标游戏该落幕了特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。","news_type":1,"symbols_score_info":{"HSY":1.5,"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498213167522512,"gmtCreate":1762656863264,"gmtModify":1762656865831,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"亚洲[喷血]&nbsp; 东印度毫无投资价值！其他地方还可以[得意]&nbsp;&nbsp;","listText":"亚洲[喷血]&nbsp; 东印度毫无投资价值！其他地方还可以[得意]&nbsp;&nbsp;","text":"亚洲[喷血] 东印度毫无投资价值！其他地方还可以[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498213167522512","repostId":"2581308158","repostType":2,"repost":{"id":"2581308158","kind":"news","pubTimestamp":1762558740,"share":"https://www.laohu8.com/m/news/2581308158?lang=&edition=full","pubTime":"2025-11-08 07:39","market":"us","language":"zh","title":"利空突袭！美股“吹哨人”组团来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2581308158","media":"券商中国","summary":"据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。今年3月，陈淑珊接任星展集团首席执行官职务。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。","content":"<html><body><article><p>关于美股高估值的警告愈发密集。</p><p>据最新消息，<a href=\"https://laohu8.com/S/D05.SI\">星展</a>银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在美股市场上，人工智能（AI）股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”。在此之前，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。</p><p>市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的走势愈发令人不安。</p><p><strong>突发警告</strong></p><p>针对美股大牛市的高估值，越来越多投资大佬发出警告。其中，星展银行首席执行官陈淑珊近日在中国香港举行的全球金融领袖投资峰会上警告称，美国市场未来将出现动荡。</p><p>陈淑珊表示，美股AI股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”——<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p>据悉，陈淑珊在银行和财富管理方面有超过35年的经验。今年3月，陈淑珊接任星展集团首席执行官职务。在加入星展之前，陈淑珊是摩根士丹利东南亚区私人财富管理主管。她也曾在花旗银行和ING霸菱证券公司工作。</p><p>陈淑珊说道：“例如，你有数万亿美元被捆绑在7只股票上。所以不可避免的是，在这种非常集中的情况下，担忧一定会出现。人们一定会担忧这个泡沫什么时候会破裂。”</p><p>与此同时，高盛首席执行官苏德巍(David Solomon)也表示，美股可能在未来12至24个月内出现10%至20%的回调。</p><p>Capital Group总裁兼首席执行官Mike Gitlin也警告称，尽管美股上市公司盈利表现强劲，但估值水平具有挑战性。</p><p>国际货币基金组织（IMF）、<span>美联储</span>主席鲍威尔以及英国央行行长贝利也都发出了类似警告，认为股价已经过于膨胀。</p><p>摩根士丹利首席执行官特德·皮克（Ted Pick）则表示，投资者应该欢迎周期性回调，并称这是健康的发展，而不是危机的迹象。</p><p>对此，陈淑珊表示同意：“坦率地说，回调是有益的。”</p><p>陈淑珊建议，在这样的风险背景下，投资者应该分散投资，而不是集中在一个市场，“无论是投资组合、供应链还是需求分配，都要多样化”。</p><p>她认为，亚洲可能会吸引更多来自美国的投资，“这并不是一件坏事”。</p><p>另外，美国知名投资管理公司、“新债王”冈拉克执掌的双线资本（DoubleLine Capital）全球发达市场信贷主管Robert Cohen日前表示，在为人工智能热潮提供资金时，固定收益投资者应谨慎行事。</p><p>“你不仅要对科技行业保持谨慎，还要对那些为这些新项目提供支持的相关行业保持谨慎。” Cohen在一场播客节目上表示，“谁知道如果音乐停止了，会产生怎样的连锁反应？”</p><p><strong>美股“牛市发动机”熄火</strong></p><p>市场层面，美股科技股近期遭遇剧烈震荡，作为美股“牛市发动机”的AI板块涨势戛然而止。</p><p>对此，高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。</p><p>Bartlett认为，导致市场波动加剧的三大因素包括：市场对AI前景的怀疑情绪升温、科技股财报季呈现负面不对称性，以及对美国就业市场恶化的担忧。其中，OpenAI关于联邦政府担保AI基础设施支出的言论尤为引发市场震动。</p><p>高盛认为，鉴于当前持仓水平和部分板块近期涨幅过大，对财报反应的不对称性正促使投资者重新评估年底前的风险回报比。</p><p>高盛TMT专家Bartlett在报告中表示，越来越多投资者持有对AI交易看跌或怀疑的观点，尽管持仓水平较高点变化不大——做空或低配这一强劲动能交易仍然过于困难。</p><p>市场怀疑情绪的驱动因素包括：云计算交易的循环性质、新闻流节奏达到“峰值”以及普遍的投资回报率担忧。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。</p><p>Bartlett称，虽然特朗普的AI事务负责人David Sachs对“联邦救助”言论作出回应，但是许多市场人士指出，在AI周期的现阶段谈论任何救助都显得颇为怪异。</p><p>高盛的Bartlett还指出，近期市场对AI概念股的财报反应的不对称性，正促使投资者重新考虑年底前的风险回报比，特别是考虑到当前持仓水平以及近几个月某些市场板块上涨得又快又猛。这种负面偏离凸显出在当前估值水平下，投资者面临的风险明显大于潜在收益。</p><p>资深新兴市场投资者马克·莫比乌斯表示：“如果你观察人工智能领域，就会发现其中存在很多泡沫，我们预计那些大力发展人工智能并投入数万亿美元的公司将会出现回调。这并不意味着人工智能会消失，但目前的投入确实过高。”</p><p>（文章来源：券商中国）</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110807442794f6b138&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关于美股高估值的警告愈发密集。据最新消息，星展银行首席执行官陈淑珊警告称，美国市场未来将出现动荡。在美股市场上，人工智能（AI）股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”。在此之前，高盛、摩根士丹利、Capital Group等机构也警告称，当前美股上市公司的估值水平具有挑战性。市场层面，作为美股“牛市发动机”的AI板块近期涨势戛然而止，投资者担忧情绪持续加剧。高盛科技、媒体和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110807442794f6b138&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","AAPL":"苹果","IMF":"Invesco Managed Futures Strategy ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) 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Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。突发警告针对美股大牛市的高估值，越来越多投资大佬发出警告。其中，星展银行首席执行官陈淑珊近日在中国香港举行的全球金融领袖投资峰会上警告称，美国市场未来将出现动荡。陈淑珊表示，美股AI股票的高估值问题非常值得担忧，尤其是所谓的美股“科技七巨头”——亚马逊、Alphabet、Meta、苹果、微软、英伟达和特斯拉。据悉，陈淑珊在银行和财富管理方面有超过35年的经验。今年3月，陈淑珊接任星展集团首席执行官职务。在加入星展之前，陈淑珊是摩根士丹利东南亚区私人财富管理主管。她也曾在花旗银行和ING霸菱证券公司工作。陈淑珊说道：“例如，你有数万亿美元被捆绑在7只股票上。所以不可避免的是，在这种非常集中的情况下，担忧一定会出现。人们一定会担忧这个泡沫什么时候会破裂。”与此同时，高盛首席执行官苏德巍(David Solomon)也表示，美股可能在未来12至24个月内出现10%至20%的回调。Capital Group总裁兼首席执行官Mike Gitlin也警告称，尽管美股上市公司盈利表现强劲，但估值水平具有挑战性。国际货币基金组织（IMF）、美联储主席鲍威尔以及英国央行行长贝利也都发出了类似警告，认为股价已经过于膨胀。摩根士丹利首席执行官特德·皮克（Ted Pick）则表示，投资者应该欢迎周期性回调，并称这是健康的发展，而不是危机的迹象。对此，陈淑珊表示同意：“坦率地说，回调是有益的。”陈淑珊建议，在这样的风险背景下，投资者应该分散投资，而不是集中在一个市场，“无论是投资组合、供应链还是需求分配，都要多样化”。她认为，亚洲可能会吸引更多来自美国的投资，“这并不是一件坏事”。另外，美国知名投资管理公司、“新债王”冈拉克执掌的双线资本（DoubleLine Capital）全球发达市场信贷主管Robert Cohen日前表示，在为人工智能热潮提供资金时，固定收益投资者应谨慎行事。“你不仅要对科技行业保持谨慎，还要对那些为这些新项目提供支持的相关行业保持谨慎。” Cohen在一场播客节目上表示，“谁知道如果音乐停止了，会产生怎样的连锁反应？”美股“牛市发动机”熄火市场层面，美股科技股近期遭遇剧烈震荡，作为美股“牛市发动机”的AI板块涨势戛然而止。对此，高盛科技、媒体和电信（TMT）行业专家Peter Bartlett指出，美股市场正经历自4月以来最艰难的时期，标普500指数的走势愈发令人不安。Bartlett认为，导致市场波动加剧的三大因素包括：市场对AI前景的怀疑情绪升温、科技股财报季呈现负面不对称性，以及对美国就业市场恶化的担忧。其中，OpenAI关于联邦政府担保AI基础设施支出的言论尤为引发市场震动。高盛认为，鉴于当前持仓水平和部分板块近期涨幅过大，对财报反应的不对称性正促使投资者重新评估年底前的风险回报比。高盛TMT专家Bartlett在报告中表示，越来越多投资者持有对AI交易看跌或怀疑的观点，尽管持仓水平较高点变化不大——做空或低配这一强劲动能交易仍然过于困难。市场怀疑情绪的驱动因素包括：云计算交易的循环性质、新闻流节奏达到“峰值”以及普遍的投资回报率担忧。另外，最近OpenAI管理层的两次表态加剧了市场不安情绪。Bartlett称，虽然特朗普的AI事务负责人David Sachs对“联邦救助”言论作出回应，但是许多市场人士指出，在AI周期的现阶段谈论任何救助都显得颇为怪异。高盛的Bartlett还指出，近期市场对AI概念股的财报反应的不对称性，正促使投资者重新考虑年底前的风险回报比，特别是考虑到当前持仓水平以及近几个月某些市场板块上涨得又快又猛。这种负面偏离凸显出在当前估值水平下，投资者面临的风险明显大于潜在收益。资深新兴市场投资者马克·莫比乌斯表示：“如果你观察人工智能领域，就会发现其中存在很多泡沫，我们预计那些大力发展人工智能并投入数万亿美元的公司将会出现回调。这并不意味着人工智能会消失，但目前的投入确实过高。”（文章来源：券商中国）","news_type":1,"symbols_score_info":{"TSLA":0.9,"SPY":0.6,"04338":0.9,"NVDA":0.9,"TSYW.SI":0.6,"AAPL":0.9,"IMF":1,"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497838469152896,"gmtCreate":1762565271208,"gmtModify":1762565273790,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]&nbsp;&nbsp;","listText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]&nbsp;&nbsp;","text":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497838469152896","repostId":"2581856070","repostType":2,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497170419380312,"gmtCreate":1762402319643,"gmtModify":1762402321877,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"又在自嗨了[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"又在自嗨了[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"又在自嗨了[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497170419380312","repostId":"2581308948","repostType":2,"repost":{"id":"2581308948","kind":"live","pubTimestamp":1762386986,"share":"https://www.laohu8.com/m/news/2581308948?lang=&edition=full","pubTime":"2025-11-06 07:56","market":"hk","language":"zh","title":"英伟达CEO黄仁勋：“中国将赢得人工智能竞赛”","url":"https://stock-news.laohu8.com/highlight/detail?id=2581308948","media":"格隆汇","summary":"英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更","content":"<html><body><p>英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更多的乐观心态”。黄仁勋指出，美国各州的AI新规可能产生“50条新规范”，而这可能会扼杀人工智能的创新和竞争。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达CEO黄仁勋周三接受采访时称：“中国将赢得人工智能竞赛。”黄仁勋说，他将中国的潜在胜利归功于更有利的监管环境和更低的能源成本。他还批评了西方的做法，称之为阻碍进步的“犬儒主义”，并说“我们需要更多的乐观心态”。黄仁勋指出，美国各州的AI新规可能产生“50条新规范”，而这可能会扼杀人工智能的创新和竞争。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4588":"碎股","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4550":"红杉资本持仓","NVDU":"2倍做多NVDA ETF-Direxion","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL 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16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>独家：外资芯片在中国国家资助的数据中心遭禁，包括英伟达的H20、B200和H200芯片</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE 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13:04","market":"us","language":"zh","title":"“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2580420875","media":"Blockbeats","summary":"BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件","content":"<html><body><div><p>BlockBeats 消息，11 月 4 日，据 ZeroHedge 报道，“大空头”原型 Michael Burry 旗下的对冲基金 Scion Asset Management 公布 13F 文件，显示 Michael Burry 不仅认为市场存在泡沫，还在采取行动应对。</p><p>13F 文件中披露，该基金 80% 仓位为英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 看跌期权，持有的 Palantir 看跌期权名义金额高达 9.12 亿美元（相当于 500 万股），而 <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> 看跌期权名义金额为 1.86 亿美元。</p></div></body></html>","source":"theblockbeats_zh_live","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 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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\">\n英伟达CEO黄仁勋：美国低估了中国科技产业发展的潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-03 23:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103231143a4857637&s=b><strong>观点新媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“现在中国已经能够完全依赖自身产业，而非美国技术。”</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103231143a4857637&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4608":"AI应用概念股","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1366192091.USD":"ALLIANZ US EQUITY PLUS 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[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"我们不用国内的脑残AI[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"我们不用国内的脑残AI[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495172380147744","repostId":"2579437222","repostType":2,"repost":{"id":"2579437222","kind":"news","pubTimestamp":1761895356,"share":"https://www.laohu8.com/m/news/2579437222?lang=&edition=full","pubTime":"2025-10-31 15:22","market":"us","language":"zh","title":"8988万！中国电信联手阿里云，拿下AI大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2579437222","media":"智东西","summary":"10月22日，该项目中标候选人公示：第一中标候选人：联合体牵头人：中国电信股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。本月，阿里云还拿下了一个亿级项目。今年，中国电信的中标大单金额更是一路狂飙。8月初，据公开信息统计，中国电信独立中标了11个1000万元以上的项目，总金额约2.45亿元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153459570v2063chr3z3nv5i\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153501594v206umyouxf15yz\"/><p><strong>智慧城市再加码。</strong></p><p><strong>作者 |</strong>王涵</p><p><strong>编辑 |</strong>心缘</p><p>智东西10月31日消息，10月27日，<strong>广元市新型智慧城市建设项目</strong>（一批次）中标结果公示，<strong><a href=\"https://laohu8.com/S/601728\">中国电信</a>四川分公司</strong>牵头，联合<strong>阿里云计算有限公司</strong>一同中标，中标报价为<strong>8988万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153505071v206zwnqpr3s890\"/><p>今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。</p><p>该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务采购进行招标，预算金额为9170.47万元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153506740v206nzxihpumls2\"/><p>10月22日，该项目中标候选人公示：</p><p>第一中标候选人：联合体牵头人：<a href=\"https://laohu8.com/S/00728\">中国电信</a>股份有限公司四川分公司；联合体成员：阿里云计算有限公司，投标报价8988万元。</p><p>第二中标候选人：四川<a href=\"https://laohu8.com/S/002777\">久远银海</a>软件股份有限公司，投标报价8980.23万元。</p><p>第三中标候选人：重庆知行数联智能科技有限责任公司，投标报价9125万元。</p><p>本月，阿里云还拿下了一个亿级项目。2025年10月24日，中央广播电视总台《央视新闻及其他新媒体平台公有云服务采购项目》发布中标公告，供应商为央视国际网络有限公司，中标报价为<strong>1.089亿元</strong>，供应商将提供<strong>1530台阿里云云服务器</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153507841v206v8xkueabtiq\"/><p>9月，该项目发布招标公告，最高限价为1.094亿元。</p><p>本项目需支持<strong>总台分布全球的记者总站</strong>相关业务，除国内总站外，海外包括<a href=\"https://laohu8.com/S/002540\">亚太</a>、亚欧、欧洲、中东、非洲、北美、南美等7个总站，须在公有云上部署四个节点覆盖以上总站，如北美节点（北美、南美总站），欧洲节点（欧洲、中东、亚欧总站、非洲总站），<a href=\"https://laohu8.com/S/002284\">亚太</a>节点（亚太总站），国内节点（国内总站），四个节点须对总站当地记者提供低延迟接入、链路冗余，并可将海外总站数据汇总至国内总站。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153508383v206ppavozig5wr\"/><p>此外，阿里云在10月中标了多个项目，包括：</p><p>10月11日，阿里云中标了中央广播电视总台2023年工信部5G+8K项目-2024年数据中心私有云扩充（七）新闻新媒体平台云软件扩充采购项目，中标报价为<strong>619.6万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153511437v206osz2mc3vp2y\"/><p>10月30日，阿里云还中标了教育部教育考试院2025年公有云资源采购项目，中标报价为<strong>52.82万元</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031153512035v206cycrflg3w2a\"/><p>今年，中国电信的中标大单金额更是一路狂飙。</p><p>今年上半年，中国电信累计中标总金额达到<strong>334.67亿元</strong>，中标项目数量<strong>24359个</strong>。7月“云数智”项目统计中，中国电信拿下<strong>23个</strong>千万级的项目，<strong>45个</strong>500万元级的项目，总金额<strong>超7亿元</strong>。8月初，据公开信息统计，中国电信独立中标了<strong>11个1000万元以上</strong>的项目，总金额约<strong>2.45亿元</strong>。</p><p>（本文系<a href=\"https://laohu8.com/S/NTES\">网易</a>新闻•<a href=\"https://laohu8.com/S/09999\">网易</a>号特色内容激励计划签约账号【智东西】原创内容，未经账号授权，禁止随意转载。）</p><p><strong>2025中国具身智能机器人大会</strong><strong>预告</strong></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\">\n8988万！中国电信联手阿里云，拿下AI大单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智慧城市再加码。作者 |王涵编辑 |心缘智东西10月31日消息，10月27日，广元市新型智慧城市建设项目（一批次）中标结果公示，中国电信四川分公司牵头，联合阿里云计算有限公司一同中标，中标报价为8988万元。今年9月，该项目发布招标公告，招标人为广元市数字经济集团有限公司，所属广元发展集团，成立于2022年7月14日。该项目主要是对广元市新型智慧城市建设项目（一批次）的货物（含安装及调试等）和服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031153558a47f74ce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 难道盘前诱空，盘后盘中在拉升？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 难道盘前诱空，盘后盘中在拉升？","text":"$英伟达(NVDA)$ 难道盘前诱空，盘后盘中在拉升？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/415486577672480","isVote":1,"tweetType":1,"viewCount":5471,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"content":"不是诱空，是空头制造恐慌，如果再涨一波他们就要爆了","text":"不是诱空，是空头制造恐慌，如果再涨一波他们就要爆了","html":"不是诱空，是空头制造恐慌，如果再涨一波他们就要爆了"},{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"content":"不用问，问就是今天还要跌","text":"不用问，问就是今天还要跌","html":"不用问，问就是今天还要跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406918936633624,"gmtCreate":1740372135129,"gmtModify":1740373932041,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"论吹牛逼，特斯拉远远不及，华为和比亚迪！！！[喷血]&nbsp; 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href=\"https://laohu8.com/S/002594\">比亚迪</a>等中国科技与制造业巨头，已悄然完成技术布局。</p>\n<p>蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新解决方案，这一切都在推动机器人在今年走入商用元年。</p>\n<p><strong>2025人形机器人开启商用元年</strong></p>\n<p>2025年被视作人形机器人商业化元年，这一赛道的爆发不仅是技术的飞跃，更是全球制造业格局的重塑。<a href=\"https://laohu8.com/S/600109\">国金证券</a>预测，2027年人形机器人可能进入大规模普及阶段。从数据来看，全球市场规模预计从2024年的21.58亿元（中国）大幅跃升至2030年的380亿元，复合增长率超61%。而在这背后来自资本、政策的多重推动，也让机器人行业坐上了高速列车。</p>\n<p>首先，机器人行业受到资本市场前所未有的热捧。比如，一家为华为、特斯拉、比亚迪供货的零部件企业，近期获79家机构抢筹21亿元。与此同时工业机器人、服务机器人、特种机器人和其他机器人等多种类型机器人概念爆发，受到了各类资本的一直青睐，在国内外的整个资本市场中，相关的机器人指数更是呈现出水涨船高的情况。</p>\n<p>其次，利好政策不断出台，让人形机器人从科幻概念迅速演变为万亿级产业风口。中国《人形机器人创新发展指导意见》及地方政策密集出台，工信部在《人形机器人创新发展指导意见》中明确，2025年初步建立创新体系，2027年综合实力达到国际先进水平。此外，北京、上海、深圳等地相继推出地方性支持政策，通过资金引导、场景开放、产业链整合等措施加速产业集聚。</p>\n<p>政策推动下，国内已形成覆盖“零部件-整机-应用”的全产业链布局。例如，华为联合超百家企业搭建具身智能生态圈，并在深圳设立全球创新中心；特斯拉、<a href=\"https://laohu8.com/S/09880\">优必选</a>等头部企业通过技术合作与示范项目，带动上下游协同发展。</p>\n<p>与此同时，一些高危领域的机器人应用已经走进现实，正式开始大规模商用。比如在江苏苏州，公布的财报中，江苏的减振器在2021年的总销量达到了250,000部，是2020年的两倍以上。不难预计，今年随着新技术的不断应用融合，国内各类机器人的商用速度还将进一步加快。</p>\n<p><strong>华为：全栈技术+生态联盟，打造“机器人安卓”</strong></p>\n<p>作为国内ICT产业龙头，华为延续其“根技术+生态聚合”的战略逻辑，在机器人领域构建起强大的竞争力。在根技术层面，华为凭借在人工智能、算法、芯片以及通信技术等多领域的深厚积累，为机器人赋予了“智慧的大脑”与“敏捷的神经”。</p>\n<p>技术上，华为实现了从感知到决策的全栈能力，自研升腾AI芯片、192线激光雷达（探测距离250米）、端到端与规则模型融合算法。生态方面，华为联合乐聚机器人、<a href=\"https://laohu8.com/S/003021\">兆威机电</a>等超百家企业，覆盖减速器、执行器、云平台，形成完整的产业链条。</p>\n<p>通过提供标准化的接口与开发平台，降低了行业创新门槛，吸引众多合作伙伴共同参与机器人的研发与应用拓展。这不仅加速了机器人技术的迭代升级，更让不同领域的创新成果在华为搭建的生态舞台上相互碰撞、融合，催生出丰富多样的机器人应用场景，如智慧工厂中的智能协作机器人、<a href=\"https://laohu8.com/S/SLGB\">智慧物流</a>中的仓储分拣机器人以及智慧医疗中的辅助诊疗机器人等，全面推动机器人产业迈向新的发展高度 ，在全球机器人赛道上持续领航。</p>\n<p>在场景应用上，华为通过5.5G网络实现远程操控与群体智能调度，主攻矿山、港口等封闭场景，定价超百万元，以技术溢价锁定高端市场。在矿山领域，华为与大型矿业集团合作，实现了无人采矿作业的高效运行，作业响应时间从传统方式的数秒缩短至毫秒级，极大提升了作业效率，设备年运行时长增加了20%，达到8000小时以上，每年可多开采矿石数百万吨。在港口场景，华为的智能调度系统大显身手，通过智能调度将港口内的自动化岸桥、场桥和集卡协同作业更加流畅，集装箱装卸效率提升了30%。</p>\n<p>与此同时，华为在东莞产业园投入72亿元，2025年量产目标直指工业与特种领域，其“云-边-端”协同架构有望成为行业标准，为其在高端市场的持续领先奠定基础。</p>\n<p><strong>特斯拉：端到端大模型的“激进赌局”</strong></p>\n<p>与华为不同，特斯拉Optimus的核心逻辑与FSD（完全自动驾驶）同源，采用极简硬件+极复杂算法的模式。尤其是端到端大模型的应用，已然成为行业焦点，而这一技术在特斯拉Optimus人形机器人上的延伸，更是引发了广泛关注与激烈讨论。</p>\n<p>从技术上来看，特斯拉人形机器人与FSD的同源，能够充分使用现有技术成果，让机器人与汽车，拥有在复杂环境下的超强适应力。这种模式下纯视觉方案结合端到端神经网络，摒弃了传统的模块化设计，致力于实现从传感器输入到直接生成动作指令的跨越，旨在让机器人和车辆在复杂的非结构化环境中，拥有更强的极限适应能力。</p>\n<p>在成本控制层面，特斯拉也在试图将其在汽车制造领域的经验，转变成降低人形机器人成本的密钥。比如，特斯拉CEO马斯克雄心勃勃地表示，人形机器人的目标将压缩至2万美元以下，并对外宣称“机器人数量未来超过人类”。言下之意，机器人注定将会大规模普及，既然如此特斯拉要做的就是加速这一时代的到来，按照以往特斯拉汽车的发展经验，只有将机器人的成本降低到一个人人可接受的范围之内，才能最终推动这个时代的到来。</p>\n<p>当然，特斯拉想要实现这一困局，面临的实质性困难并不少，首当其冲的就是本土化的困境。</p>\n<p>此前FSD因无法适应中国交通规则而迟迟未落地，导致Optimus算法训练数据匮乏，在中国市场面临来自中国友商的挑战。这一困境直接导致Optimus在中国市场缺乏足够的算法训练数据，使其在面对中国特色场景时，可能出现“水土不服”的情况。</p>\n<p>与此同时，在中国市场，特斯拉还面临着来自华为、比亚迪等本土巨头的激烈竞争。此外，端到端模型的“黑箱”特性，容易引发安全性质疑，若无法通过中美监管审查，特斯拉的人形机器人量产计划，可能遭受重挫。</p>\n<p><strong>比亚迪：成本屠夫的“供应链降维打击”</strong></p>\n<p>区别于华为和特斯拉，号称成本屠夫的比亚迪，在制造机器人方面显然有着自己的一套逻辑，垂直整合强项自然成了其进军人形机器人领域的一大有力抓手。</p>\n<p>首先，比亚迪在汽车制造领域的垂直整合能力，可以迁移到人形机器人领域。比亚迪在新能源汽车领域多年耕耘，积累了极为强大的直整合能力，这是其机器人战略的一大核心优势。在关键零部件方面，电机、电控、电池均实现自主研发生产。以电池为例，比亚迪自主研发的磷酸铁锂电池，尤其是刀片电池，凭借高安全性、长循环寿命以及成本优势，不仅在电动汽车领域广泛应用，更为机器人提供了稳定可靠的能源解决方案。在电机和电控系统上，其自主研发的永磁同步电机具备高效、轻量化和高功率密度的特性，搭配高度集成、智能化且安全性高的电控系统，为机器人赋予了强劲动力与精准控制能力。</p>\n<p>在减速器这一关键零部件上，比亚迪展现出突出的成本控制能力。<a href=\"https://laohu8.com/S/HLIT\">谐波</a>减速器成本比日系品牌低40%，行星滚柱丝杠成本降低30%。据市场数据显示，日系品牌的谐波减速器在高端应用场景下单价可达数千元，而比亚迪通过优化生产工艺、整合供应链等方式，将成本大幅降低 ，使得其在价格敏感型市场极具竞争力。</p>\n<p>其次，就应用场景来说，比亚迪本身就身处工业制造领域，其机器人产品可以优先应用于自身的产品制造。比如，目前比亚迪的类人形机器人，已在自有工厂用于装配与搬运，目前已投入使用的机器人数量逐步增加，在实际生产中不断优化升级。这些机器人能够适应工厂内复杂的生产环境，承担起重复性、高强度的工作任务，在提高生产效率的同时，也保证了生产的稳定性和产品质量的一致性。</p>\n<p>并且，比亚迪未来将机器人单价瞄准20万元以下，这一极具吸引力的价格定位，将主攻中小制造业企业市场。不过，比亚迪在技术上也存在短板，算法依赖Momenta、华为，感知层采用第三方方案，在高端市场可能沦为“代工之王”，其低毛利模式依赖持续扩产支撑，暗藏风险。</p>\n<p><strong>供应链暗战：谁掌控“关节”与“神经”，谁主宰未来</strong></p>\n<p>从行业来看，人形机器人的竞争本质，是核心零部件的军备竞赛。在减速器与丝杠领域，特斯拉供应链企业<a href=\"https://laohu8.com/S/603667\">五洲新春</a>，已实现谐波减速器量产，华为的升腾系列芯片则在算力方面表现突出，升腾910基于自研的达芬奇架构3D Cube技术，半精度算力达到320 TFLOPS ，整数精度算力达到640 TOPS，在人工智能计算领域具有很强的竞争力，为华为在机器人和智能驾驶领域的布局提供了坚实的算力基础。而比亚迪在传感器与芯片上依赖外部供应商，这使其在供应链的稳定性和技术自主性上面临风险。</p>\n<p>传感器与芯片是机器人感知外界环境并做出决策的“神经”与“大脑”。特斯拉采用自研的Dojo芯片，通过强大的算力为机器人的智能算法提供支持，让机器人在复杂环境下能快速处理大量数据，做出精准决策。</p>\n<p>在国产替代的进程中，6轴传感器、电子皮肤等关键部件虽在加速发展，但在高精度场景下，仍被博世、基恩士等国际巨头垄断。例如在工业检测、医疗手术辅助等对传感器精度要求极高的场景中，博世等企业的产品凭借多年的技术沉淀和市场口碑，占据了主导地位，国产产品要突破这一局面，还需在技术研发、产品质量和品牌建设上不断努力。</p>\n<p>灵巧手与运动控制决定了机器人操作的精准度和灵活性。特斯拉展示的12自由度灵巧手，能够完成如抓握、拧转等复杂动作，使其在人机协作、精细操作场景中更具优势。华为联合乐聚机器人开发仿生关节，通过整合双方在技术和研发上的优势，探索更灵活、更高效的运动控制解决方案，为机器人在复杂环境下的运动提供了更多可能。比亚迪则聚焦于基础功能的优化，不断提升机器人在搬运、装配等基础任务中的稳定性和可靠性。</p>\n<p>目前国内企业在技术路线上与国际存在差异，尚未形成统一标准。长远来看，人形机器人的战争，是技术深度、制造效率、生态广度的三维绞杀。华为的全栈可控、特斯拉的算法信仰、比亚迪的成本屠刀，代表了不同的产业哲学，长期来看唯有掌握核心技术和产业链话语权的玩家，才有望引领潮流。</p>\n</body></html>","source":"lanjinger_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华为、比亚迪、特斯拉齐聚机器人赛道：谁将称霸人形机器人未来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-24 17:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/251464><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜蛇眼财经v\n\n2025年，全球人形机器人产业迎来关键转折点，行业格局正经历着前所未有的变革。特斯拉CEO马斯克“年产10亿台机器人”的豪言仍在耳畔回响，华为、比亚迪等中国科技与制造业巨头，已悄然完成技术布局。\n蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新...</p>\n\n<a href=\"https://www.lanjinger.com/d/251464\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4346e48ef893288058a5f66815826cbd","relate_stocks":{"TSLA":"特斯拉","01211":"比亚迪股份"},"source_url":"https://www.lanjinger.com/d/251464","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513791011","content_text":"文｜蛇眼财经v\n\n2025年，全球人形机器人产业迎来关键转折点，行业格局正经历着前所未有的变革。特斯拉CEO马斯克“年产10亿台机器人”的豪言仍在耳畔回响，华为、比亚迪等中国科技与制造业巨头，已悄然完成技术布局。\n蛇年新春的机器人表演，更是拉高了人们对智能人形机器人的期待，整个行业也站到了一个史无前例的关键转折点上，DeepSeek等AI技术的快速发展，也让困扰机器人许久的技术掣肘问题有了全新解决方案，这一切都在推动机器人在今年走入商用元年。\n2025人形机器人开启商用元年\n2025年被视作人形机器人商业化元年，这一赛道的爆发不仅是技术的飞跃，更是全球制造业格局的重塑。国金证券预测，2027年人形机器人可能进入大规模普及阶段。从数据来看，全球市场规模预计从2024年的21.58亿元（中国）大幅跃升至2030年的380亿元，复合增长率超61%。而在这背后来自资本、政策的多重推动，也让机器人行业坐上了高速列车。\n首先，机器人行业受到资本市场前所未有的热捧。比如，一家为华为、特斯拉、比亚迪供货的零部件企业，近期获79家机构抢筹21亿元。与此同时工业机器人、服务机器人、特种机器人和其他机器人等多种类型机器人概念爆发，受到了各类资本的一直青睐，在国内外的整个资本市场中，相关的机器人指数更是呈现出水涨船高的情况。\n其次，利好政策不断出台，让人形机器人从科幻概念迅速演变为万亿级产业风口。中国《人形机器人创新发展指导意见》及地方政策密集出台，工信部在《人形机器人创新发展指导意见》中明确，2025年初步建立创新体系，2027年综合实力达到国际先进水平。此外，北京、上海、深圳等地相继推出地方性支持政策，通过资金引导、场景开放、产业链整合等措施加速产业集聚。\n政策推动下，国内已形成覆盖“零部件-整机-应用”的全产业链布局。例如，华为联合超百家企业搭建具身智能生态圈，并在深圳设立全球创新中心；特斯拉、优必选等头部企业通过技术合作与示范项目，带动上下游协同发展。\n与此同时，一些高危领域的机器人应用已经走进现实，正式开始大规模商用。比如在江苏苏州，公布的财报中，江苏的减振器在2021年的总销量达到了250,000部，是2020年的两倍以上。不难预计，今年随着新技术的不断应用融合，国内各类机器人的商用速度还将进一步加快。\n华为：全栈技术+生态联盟，打造“机器人安卓”\n作为国内ICT产业龙头，华为延续其“根技术+生态聚合”的战略逻辑，在机器人领域构建起强大的竞争力。在根技术层面，华为凭借在人工智能、算法、芯片以及通信技术等多领域的深厚积累，为机器人赋予了“智慧的大脑”与“敏捷的神经”。\n技术上，华为实现了从感知到决策的全栈能力，自研升腾AI芯片、192线激光雷达（探测距离250米）、端到端与规则模型融合算法。生态方面，华为联合乐聚机器人、兆威机电等超百家企业，覆盖减速器、执行器、云平台，形成完整的产业链条。\n通过提供标准化的接口与开发平台，降低了行业创新门槛，吸引众多合作伙伴共同参与机器人的研发与应用拓展。这不仅加速了机器人技术的迭代升级，更让不同领域的创新成果在华为搭建的生态舞台上相互碰撞、融合，催生出丰富多样的机器人应用场景，如智慧工厂中的智能协作机器人、智慧物流中的仓储分拣机器人以及智慧医疗中的辅助诊疗机器人等，全面推动机器人产业迈向新的发展高度 ，在全球机器人赛道上持续领航。\n在场景应用上，华为通过5.5G网络实现远程操控与群体智能调度，主攻矿山、港口等封闭场景，定价超百万元，以技术溢价锁定高端市场。在矿山领域，华为与大型矿业集团合作，实现了无人采矿作业的高效运行，作业响应时间从传统方式的数秒缩短至毫秒级，极大提升了作业效率，设备年运行时长增加了20%，达到8000小时以上，每年可多开采矿石数百万吨。在港口场景，华为的智能调度系统大显身手，通过智能调度将港口内的自动化岸桥、场桥和集卡协同作业更加流畅，集装箱装卸效率提升了30%。\n与此同时，华为在东莞产业园投入72亿元，2025年量产目标直指工业与特种领域，其“云-边-端”协同架构有望成为行业标准，为其在高端市场的持续领先奠定基础。\n特斯拉：端到端大模型的“激进赌局”\n与华为不同，特斯拉Optimus的核心逻辑与FSD（完全自动驾驶）同源，采用极简硬件+极复杂算法的模式。尤其是端到端大模型的应用，已然成为行业焦点，而这一技术在特斯拉Optimus人形机器人上的延伸，更是引发了广泛关注与激烈讨论。\n从技术上来看，特斯拉人形机器人与FSD的同源，能够充分使用现有技术成果，让机器人与汽车，拥有在复杂环境下的超强适应力。这种模式下纯视觉方案结合端到端神经网络，摒弃了传统的模块化设计，致力于实现从传感器输入到直接生成动作指令的跨越，旨在让机器人和车辆在复杂的非结构化环境中，拥有更强的极限适应能力。\n在成本控制层面，特斯拉也在试图将其在汽车制造领域的经验，转变成降低人形机器人成本的密钥。比如，特斯拉CEO马斯克雄心勃勃地表示，人形机器人的目标将压缩至2万美元以下，并对外宣称“机器人数量未来超过人类”。言下之意，机器人注定将会大规模普及，既然如此特斯拉要做的就是加速这一时代的到来，按照以往特斯拉汽车的发展经验，只有将机器人的成本降低到一个人人可接受的范围之内，才能最终推动这个时代的到来。\n当然，特斯拉想要实现这一困局，面临的实质性困难并不少，首当其冲的就是本土化的困境。\n此前FSD因无法适应中国交通规则而迟迟未落地，导致Optimus算法训练数据匮乏，在中国市场面临来自中国友商的挑战。这一困境直接导致Optimus在中国市场缺乏足够的算法训练数据，使其在面对中国特色场景时，可能出现“水土不服”的情况。\n与此同时，在中国市场，特斯拉还面临着来自华为、比亚迪等本土巨头的激烈竞争。此外，端到端模型的“黑箱”特性，容易引发安全性质疑，若无法通过中美监管审查，特斯拉的人形机器人量产计划，可能遭受重挫。\n比亚迪：成本屠夫的“供应链降维打击”\n区别于华为和特斯拉，号称成本屠夫的比亚迪，在制造机器人方面显然有着自己的一套逻辑，垂直整合强项自然成了其进军人形机器人领域的一大有力抓手。\n首先，比亚迪在汽车制造领域的垂直整合能力，可以迁移到人形机器人领域。比亚迪在新能源汽车领域多年耕耘，积累了极为强大的直整合能力，这是其机器人战略的一大核心优势。在关键零部件方面，电机、电控、电池均实现自主研发生产。以电池为例，比亚迪自主研发的磷酸铁锂电池，尤其是刀片电池，凭借高安全性、长循环寿命以及成本优势，不仅在电动汽车领域广泛应用，更为机器人提供了稳定可靠的能源解决方案。在电机和电控系统上，其自主研发的永磁同步电机具备高效、轻量化和高功率密度的特性，搭配高度集成、智能化且安全性高的电控系统，为机器人赋予了强劲动力与精准控制能力。\n在减速器这一关键零部件上，比亚迪展现出突出的成本控制能力。谐波减速器成本比日系品牌低40%，行星滚柱丝杠成本降低30%。据市场数据显示，日系品牌的谐波减速器在高端应用场景下单价可达数千元，而比亚迪通过优化生产工艺、整合供应链等方式，将成本大幅降低 ，使得其在价格敏感型市场极具竞争力。\n其次，就应用场景来说，比亚迪本身就身处工业制造领域，其机器人产品可以优先应用于自身的产品制造。比如，目前比亚迪的类人形机器人，已在自有工厂用于装配与搬运，目前已投入使用的机器人数量逐步增加，在实际生产中不断优化升级。这些机器人能够适应工厂内复杂的生产环境，承担起重复性、高强度的工作任务，在提高生产效率的同时，也保证了生产的稳定性和产品质量的一致性。\n并且，比亚迪未来将机器人单价瞄准20万元以下，这一极具吸引力的价格定位，将主攻中小制造业企业市场。不过，比亚迪在技术上也存在短板，算法依赖Momenta、华为，感知层采用第三方方案，在高端市场可能沦为“代工之王”，其低毛利模式依赖持续扩产支撑，暗藏风险。\n供应链暗战：谁掌控“关节”与“神经”，谁主宰未来\n从行业来看，人形机器人的竞争本质，是核心零部件的军备竞赛。在减速器与丝杠领域，特斯拉供应链企业五洲新春，已实现谐波减速器量产，华为的升腾系列芯片则在算力方面表现突出，升腾910基于自研的达芬奇架构3D Cube技术，半精度算力达到320 TFLOPS ，整数精度算力达到640 TOPS，在人工智能计算领域具有很强的竞争力，为华为在机器人和智能驾驶领域的布局提供了坚实的算力基础。而比亚迪在传感器与芯片上依赖外部供应商，这使其在供应链的稳定性和技术自主性上面临风险。\n传感器与芯片是机器人感知外界环境并做出决策的“神经”与“大脑”。特斯拉采用自研的Dojo芯片，通过强大的算力为机器人的智能算法提供支持，让机器人在复杂环境下能快速处理大量数据，做出精准决策。\n在国产替代的进程中，6轴传感器、电子皮肤等关键部件虽在加速发展，但在高精度场景下，仍被博世、基恩士等国际巨头垄断。例如在工业检测、医疗手术辅助等对传感器精度要求极高的场景中，博世等企业的产品凭借多年的技术沉淀和市场口碑，占据了主导地位，国产产品要突破这一局面，还需在技术研发、产品质量和品牌建设上不断努力。\n灵巧手与运动控制决定了机器人操作的精准度和灵活性。特斯拉展示的12自由度灵巧手，能够完成如抓握、拧转等复杂动作，使其在人机协作、精细操作场景中更具优势。华为联合乐聚机器人开发仿生关节，通过整合双方在技术和研发上的优势，探索更灵活、更高效的运动控制解决方案，为机器人在复杂环境下的运动提供了更多可能。比亚迪则聚焦于基础功能的优化，不断提升机器人在搬运、装配等基础任务中的稳定性和可靠性。\n目前国内企业在技术路线上与国际存在差异，尚未形成统一标准。长远来看，人形机器人的战争，是技术深度、制造效率、生态广度的三维绞杀。华为的全栈可控、特斯拉的算法信仰、比亚迪的成本屠刀，代表了不同的产业哲学，长期来看唯有掌握核心技术和产业链话语权的玩家，才有望引领潮流。","news_type":1,"symbols_score_info":{"TSLA":1.1,"01211":1.1}},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494120773329712,"gmtCreate":1761661753697,"gmtModify":1761661766036,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"<a 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12:27","market":"us","language":"zh","title":"京东集团再次启动加薪，将用两年时间实现20薪","url":"https://stock-news.laohu8.com/highlight/detail?id=1104379954","media":"新浪科技","summary":"过去三年来，京东连续提升员工薪酬水平。","content":"<html><head></head><body><p>京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：<strong>自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。</strong></p><p style=\"text-align: start;\">官方表示，过去三年来，京东集团连续提升员工的薪酬水平：</p><p style=\"text-align: start;\">2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。</p><p style=\"text-align: start;\">2024年1月1日起，京东采销等一线业务人员的年固定薪酬大幅上涨近100%，2024年初京东零售全员平均加薪不低于20%。</p><p style=\"text-align: start;\">2024年2月1日起，超2万名京东一线客服员工实现全年平均薪酬上涨超过30%。</p><p style=\"text-align: start;\">2024年7月1日起，通过一年半时间，京东采销年度固定薪酬由16薪提升至20薪，业绩激励上不封顶。</p><p style=\"text-align: start;\">2024年8月，京东2025校园招聘全球启动，开放1.8万个岗位，同时将校招生薪酬再次大幅上调。（罗宁）</p></body></html>","source":"sina_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>京东集团再次启动加薪，将用两年时间实现20薪</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; 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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京东集团再次启动加薪，将用两年时间实现20薪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 12:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。官方表示，过去三年来，京东集团连续提升员工的薪酬水平：2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。2024年1月1日起，京东采销等一线...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://finance.sina.com.cn/tob/2024-09-13/doc-incnyivw2611066.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104379954","content_text":"京东官方“京东黑板号”今日发布消息，继2024年初和年中连续三轮加薪之后，9月13日，京东集团宣布再次启动加薪：自2024年10月1日起，京东零售集团和职能体系将用两年时间实现20薪，其他部门也将随后陆续启动加薪计划。官方表示，过去三年来，京东集团连续提升员工的薪酬水平：2021年7月1日至2023年7月1日，京东用两年时间将员工平均年薪由14薪逐步涨至16薪。2024年1月1日起，京东采销等一线业务人员的年固定薪酬大幅上涨近100%，2024年初京东零售全员平均加薪不低于20%。2024年2月1日起，超2万名京东一线客服员工实现全年平均薪酬上涨超过30%。2024年7月1日起，通过一年半时间，京东采销年度固定薪酬由16薪提升至20薪，业绩激励上不封顶。2024年8月，京东2025校园招聘全球启动，开放1.8万个岗位，同时将校招生薪酬再次大幅上调。（罗宁）","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397150143812048,"gmtCreate":1737982649815,"gmtModify":1737984106662,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","listText":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","text":"DeepSeek，这中垃圾，也好意思来碰瓷？？？","images":[{"img":"https://static.tigerbbs.com/d556e4eeda64edd4d73a039f55ab5553"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/397150143812048","repostId":"1186521106","repostType":4,"repost":{"id":"1186521106","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":1737979736,"share":"https://www.laohu8.com/m/news/1186521106?lang=&edition=full","pubTime":"2025-01-27 20:08","market":"us","language":"zh","title":"“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1186521106","media":"老虎资讯综合","summary":"DeepSeek技术突破引发市场恐慌。","content":"<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></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>“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因</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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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“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因\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\">2025-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186521106","content_text":"周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473934045378525","authorId":"3473934045378525","name":"质变引起量变","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3473934045378525","idStr":"3473934045378525"},"content":"深度思考模式开启下","text":"深度思考模式开启下","html":"深度思考模式开启下"},{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"content":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]","text":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]","html":"什么也改变不了！对算计的渴望溢出了屏幕[笑哭][笑哭][笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497838469152896,"gmtCreate":1762565271208,"gmtModify":1762565273790,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]&nbsp;&nbsp;","listText":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]&nbsp;&nbsp;","text":"众所周知，比亚迪的销售就是发到店里就算销售出去了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497838469152896","repostId":"2581856070","repostType":2,"repost":{"id":"2581856070","kind":"news","pubTimestamp":1762505052,"share":"https://www.laohu8.com/m/news/2581856070?lang=&edition=full","pubTime":"2025-11-07 16:44","market":"us","language":"zh","title":"消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2581856070","media":"TechWeb","summary":"外媒援引相关机构的数据报道称，比亚迪的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。","content":"<html><body><article><p>【TechWeb】11月7日消息，从本周早些时候外媒的报道来看，新能源汽车产销量在国内厂商中连续多年高居第一的<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>，今年在国外多个市场有可观的销量，今年前10个月在澳大利亚就已销售19248辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的23569辆；在德国销售15171辆，略低于特斯拉的15595辆。</p><img src=\"https://inews.gtimg.com/om_bt/OPchXXLWB1_kqMP3LH6aCQ5mTjU1Yg91rnesAYGsWgHq0AA/0\"/><p>而从外媒最新的报道来看，在德国和澳大利亚市场未能超过特斯拉的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，在英国市场已经超过。</p><p>外媒援引相关机构的数据报道称，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。</p><p>同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。（海蓝）</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\" 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>消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉</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消息称比亚迪新能源汽车前10个月在英国销售3.9万辆 高于特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107165029a6e8326b&s=b><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【TechWeb】11月7日消息，从本周早些时候外媒的报道来看，新能源汽车产销量在国内厂商中连续多年高居第一的比亚迪，今年在国外多个市场有可观的销量，今年前10个月在澳大利亚就已销售19248辆，仅次于特斯拉的23569辆；在德国销售15171辆，略低于特斯拉的15595辆。而从外媒最新的报道来看，在德国和澳大利亚市场未能超过特斯拉的比亚迪，在英国市场已经超过。外媒援引相关机构的数据报道称，比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107165029a6e8326b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" 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ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLA":"特斯拉","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4527":"明星科技股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107165029a6e8326b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581856070","content_text":"【TechWeb】11月7日消息，从本周早些时候外媒的报道来看，新能源汽车产销量在国内厂商中连续多年高居第一的比亚迪，今年在国外多个市场有可观的销量，今年前10个月在澳大利亚就已销售19248辆，仅次于特斯拉的23569辆；在德国销售15171辆，略低于特斯拉的15595辆。而从外媒最新的报道来看，在德国和澳大利亚市场未能超过特斯拉的比亚迪，在英国市场已经超过。外媒援引相关机构的数据报道称，比亚迪的汽车今年前10个月在英国销售39,103辆，是去年同期的6倍多，销量高于特斯拉的35,455辆。同10月份在德国市场的销量同比大幅增加、是去年同期的数倍一样，比亚迪10月份在英国的销量较去年同期也有大幅增加，是去年10月份的近7倍。（海蓝）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492560179282352,"gmtCreate":1761274815586,"gmtModify":1761275949827,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"这么牛逼的比亚迪，结果一看市值，比亚迪只有特斯拉的十分之一[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492560179282352","repostId":"2577551702","repostType":2,"repost":{"id":"2577551702","kind":"news","pubTimestamp":1761268969,"share":"https://www.laohu8.com/m/news/2577551702?lang=&edition=full","pubTime":"2025-10-24 09:22","market":"hk","language":"zh","title":"比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2577551702","media":"今晚报","summary":"比亚迪连续四季度纯电车型销量超过特斯拉海外市场突飞猛进，全球化战略全面奏效今年1-9月，比亚迪海外销量突破70万辆。8月比亚迪品牌在全球多国销量超过特斯拉比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。","content":"<html><body><article><p>2025年第三季度，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>再度在全球纯电汽车市场上领先<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。根据官方产销快报和特斯拉第三季度季报，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>单季度领先85423辆。</p><p>这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达326万台，纯电车型贡献核心份额，占比49.26%，销量近160.6万台。</p><p>最近，彭博社分析师预测，比亚迪今年将以较大优势超越特斯拉。比亚迪预计将交付约217万辆纯电动汽车，而对特斯拉的平均预估为161万辆。</p><img src=\"https://inews.gtimg.com/om_bt/OEFd0QtLgMFnQ0LNWjcjt3TQJ3mEJlc6T6D7YTDYjJP5kAA/0\"/><p>比亚迪连续四季度纯电车型销量超过特斯拉</p><p>海外市场突飞猛进，全球化战略全面奏效</p><p>今年1-9月，比亚迪海外销量突破70万辆。据<a href=\"https://laohu8.com/S/BITA\">易车</a>数据显示，2025年8月，比亚迪在西班牙、法国、意大利、爱尔兰、葡萄牙、奥地利等欧洲国家，以及新加坡、泰国、马来西亚等东南亚国家，销量均超过了特斯拉。</p><img src=\"https://inews.gtimg.com/om_bt/O1vuK1VWQDKwli99ewYojVI_Xnjwg8qq_hJpA7wgtaE3oAA/0\"/><p>8月比亚迪品牌在全球多国销量超过特斯拉</p><p>比亚迪在海外市场的亮眼成绩，有力印证了其坚持“技术为王，创新为本” 理念及全球化战略的正确性。一方面，其覆盖不同价位段的多元化车型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，精准匹配了全球各地消费者的差异化需求；另一方面，从推进本地化生产，到适配各国政策，再到搭建完善的服务网络，这一系列举措形成了协同效应，共同为比亚迪品牌出海保驾护航。正是这些策略的有效落地，让比亚迪在海外的发展步伐愈发稳健。截至目前，比亚迪新能源汽车足迹已遍布116个国家和地区。</p><p>全球电动车格局加速重塑</p><p>当下，全球电动车行业正经历前所未有的格局重塑，技术迭代提速、市场竞争加剧、消费需求升级，旧有行业秩序不断被打破，新的竞争逻辑与市场格局加速形成。</p><p>在这场关乎未来出行的变革浪潮中，比亚迪不再是跟随者，而是以扎实的技术积累与前瞻性布局，不断在国际市场赢得话语权，成为推动新秩序建立的关键力量，这正是中国汽车工业以充满底气与自信的姿态，向世界展现中国智造的实力与魅力的缩影。</p><p>（推广）</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\" 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>比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑</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比亚迪连续四季度力压特斯拉，全球电动车格局加速重塑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 09:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b><strong>今晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年第三季度，比亚迪再度在全球纯电汽车市场上领先特斯拉。根据官方产销快报和特斯拉第三季度季报，比亚迪第三季度纯电车型销量达582522辆，而特斯拉交付量为497099辆，比亚迪单季度领先85423辆。这意味着，比亚迪从2024年第四季度到2025年第三季度，已连续四个季度在全球纯电销量上领先特斯拉，奠定了其在全球电动车市场的领先地位。2025年前三季度，比亚迪新能源汽车（NEV）整体销量达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024092718a6cae6a2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1607":"新IT概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) 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理念及全球化战略的正确性。一方面，其覆盖不同价位段的多元化车型矩阵，精准匹配了全球各地消费者的差异化需求；另一方面，从推进本地化生产，到适配各国政策，再到搭建完善的服务网络，这一系列举措形成了协同效应，共同为比亚迪品牌出海保驾护航。正是这些策略的有效落地，让比亚迪在海外的发展步伐愈发稳健。截至目前，比亚迪新能源汽车足迹已遍布116个国家和地区。全球电动车格局加速重塑当下，全球电动车行业正经历前所未有的格局重塑，技术迭代提速、市场竞争加剧、消费需求升级，旧有行业秩序不断被打破，新的竞争逻辑与市场格局加速形成。在这场关乎未来出行的变革浪潮中，比亚迪不再是跟随者，而是以扎实的技术积累与前瞻性布局，不断在国际市场赢得话语权，成为推动新秩序建立的关键力量，这正是中国汽车工业以充满底气与自信的姿态，向世界展现中国智造的实力与魅力的缩影。（推广）","news_type":1,"symbols_score_info":{"81211":0.6,"TSLA":0.9,"002594":0.6,"01211":1.5,"HYDD.SI":0.6,"BYDDY":0.6,"00285":1.5}},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366120124170320,"gmtCreate":1730411017540,"gmtModify":1730411019137,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"<a 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","TSYW.SI":"TESLA 3xLongSG261006","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","NVDA":"英伟达","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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[喷血]&nbsp;&nbsp;","listText":"我被畜牧教主马斯克拉黑了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"我被畜牧教主马斯克拉黑了[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/492099623784488","repostId":"2577638368","repostType":2,"repost":{"id":"2577638368","kind":"news","pubTimestamp":1761085022,"share":"https://www.laohu8.com/m/news/2577638368?lang=&edition=full","pubTime":"2025-10-22 06:17","market":"us","language":"zh","title":"马斯克“万亿美元”薪酬方案的背后","url":"https://stock-news.laohu8.com/highlight/detail?id=2577638368","media":"财经早餐","summary":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德力挺埃隆·马斯克的“天价”薪酬方案。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251022061907191v206iv95h5x6440\"/><p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。</p><p>这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。</p><p>最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。</p><p>ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”</p><p>“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （<span>EBITDA</span>）增长率的可能性吗？”她补充道。</p><p>9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。</p><p>当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。</p><p>此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。</p><p>先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？</p><p>特斯拉股权之争</p><p>首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。</p><p>在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的<span>指数基金</span>，认为这些都是美国资本市场中的体系性问题。</p><p>伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。</p><p>不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。</p><p>凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。</p><p>指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。</p><p>“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。</p><p>当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。</p><p>至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。</p><p>当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。</p><p>“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。</p><p>凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。</p><p>作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。</p><p>当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。</p><p>底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。</p><p>而凯西·伍德的发言可能代表这些散户中很多人的心声：</p><p>“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”</p><p>特斯拉的最新进展</p><p>据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。</p><p>据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。</p><p>特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。</p><p>在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。</p><p>特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。</p><p>在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad Max驾驶模式。该模式相较于“快速”模式，能够更频繁果断地变道，以最快的速度穿梭于车流中，是最激进的FSD模式。</p><p>特斯拉人工智能负责人指出，Mad Max模式专为应对日间拥堵交通而设计。本月18号，马斯克在社交媒体平台上确认，特斯拉将在FSD v14.2的更新中全面推广全自动驾驶FSD V14系统。</p><p>此外，马斯克此前表示，第三代特斯拉人形机器人预计于2025年年底推出，将具备类似人类的精细操作能力。</p><p>从“木头姐”最新的言论中可推测，智能辅助驾驶、人形机器人、Robotaxi服务以及这些技术的融合，将是特斯拉未来的重要看点。而今年余下时间中，特斯拉能否在上述领域保持稳步前进，就是重要的风向标。</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\" 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>马斯克“万亿美元”薪酬方案的背后</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马斯克“万亿美元”薪酬方案的背后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 06:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b><strong>财经早餐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4588":"碎股","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4574":"无人驾驶","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022061923a46cfe18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577638368","content_text":"最近华尔街最热闹的话题之一要数“木头姐”凯茜·伍德（Cathie Wood）力挺埃隆·马斯克（Elon Musk）的“天价”薪酬方案。这对商业/资本界有名的“知己”一向惺惺相惜，互相拉抬帮衬，也不是什么新鲜事了。作为方舟投资（Ark investment）创始人，“木头姐”长期坚定看好并重仓特斯拉，且当年是以13美元/股投资特斯拉的最早投资者之一。长期的合作共赢关系让其与马斯克建立了相当好的私人关系。最近她在社交媒体上针对特斯拉机构股东服务公司（ISS）等代理咨询机构对天价薪酬方案的批评和反对意见，做了明显倾向于马斯克的公开评论，言辞比较犀利。ISS等代理机构此前呼吁它们服务的投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。而凯茜·伍德则反驳称：“ISS等机构对Robotaxi（无人驾驶出租车服务）和人形机器人所涉及的技术融合一无所知。方舟投资相信在超强执行力下，这将会使得特斯拉股价呈现超指数级（Super-exponential）的增长。”“Glass Lewis和ISS对自动驾驶出租车和人形机器人所涉及的机器人、储能和人工智能之间的融合了解多少？他们研究过埃隆带领特斯拉实现 10年平均41%息税折旧摊销前利润 （EBITDA）增长率的可能性吗？”她补充道。9月5日，特斯拉向首席执行官马斯克提出了一份全新的、前所未有的薪酬方案，其潜在价值高达约1万亿美元。当然要实现这天价的薪酬，马斯克要带领特斯拉做到很多“里程碑”式的业绩，如市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车（Robotaxi），以及将调整后盈利从2024年的166亿美元提高至4000亿美元等。此外，一旦新薪酬方案获得通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这无疑将使得他在公司决策中的话语权更大。而特斯拉董事会此前警告称，若股东否决该方案，马斯克可能会减少投入，甚至彻底退出公司，这当然是马斯克为了通过方案而“上的手段”，以退出向股东施加压力。先不去讨论马斯克这又是在“画大饼”，还是真有实力，从凯茜·伍德此番公开力挺的信息中，我们还能品出什么呢？特斯拉股权之争首先，凯西·伍德的个人倾向非常明显——长期看好特斯拉。自从十年前她以每股13美元的价格首次入股特斯拉之后，这么多年来随着特斯拉股价水涨船高，她旗下基金的收益率也是有目共睹。期间，她也没少和特斯拉的所谓“看空者”隔空交火，公开维护特斯拉和马斯克的各种战略和业绩。在本次的超高薪酬“论战”中，她主要将矛头对准了带头反对的机构股东服务公司（ISS）等代理咨询机构和背后的指数基金，认为这些都是美国资本市场中的体系性问题。伍德在社交平台的一篇帖子中表示，代理咨询机构拥有如此大的影响力，这“令人悲哀，甚至令人震惊”。不过这些机构本质上就应为股东，在所投公司的年度股东大会上如何投票提供建议，当前这些代理机构的所作所为似乎并没有太大的僭越。凯西·伍德主要是对特斯拉指数基金股东的两家最重要的代理咨询机构（ISS和Glass Lewis）表达不满。她的论据比较有针对性，特别指出这些代理机构背后的指数基金的影响。指数基金因其为控制的大量股份，对投票拥有巨大的影响力。本来特斯拉每个股东根据其持有的股份数量获得一定数量的投票权。然而，包括指数基金在内的大型机构投资者通过投资指数持有着大量的特斯拉股份，这使得这些指数基金汇集了大量的股票，拥有较大的投票权。“指数基金不做基本面研究，却主导着机构投票。基于指数的被动投资让我们的投资体系崩溃了，”她补充道。当然，这话到底准不准确还有待商榷，因为美国最大的指数基金背后是贝莱德这样的资管巨头。这些巨头显然对代理机构咨询下的投票决策有很多的研究和严谨的指南，也不太能说这些资管巨头不做基本面研究。至少对指数和经济基本面研究是不会少的，只是相对来说对个股的基本面研究可能并不那么显著。当前特斯拉指数基金股东的两家代理机构都建议其股东投票反对马斯克的“天价”薪酬方案，部分原因是该方案稀释了现有投资者的股份，并赋予特斯拉高薪董事会过多的灵活性，使其无法明确界定马斯克获得全额股息（约相当于公司总市值）所需达到的目标。“木头姐”还在另一系列公开论述中补充道，ISS和Glass Lewis这两家代理机构并不像她领导下的ARK Invest那样看好特斯拉的潜力，她暗示其背后代表的指数基金的投票权也应该被剥夺。凯西·伍德当然要着急，因为她旗下旗舰基金的最大持仓股就是特斯拉，占其当前投资组合的12%左右。站在她的角度，要是新薪酬方案最后没有通过，马斯克真的开始从特斯拉隐退，那么这家企业显然将缺少灵魂人物的带领，后续的业绩增长也可能要非常受限了。作为马斯克的长期战略伙伴，凯西·伍德显然是在为马斯克打一场“代理人舆论战”，本次新薪酬方案一旦通过，就意味着马斯克的持股特斯拉的比例将大幅度提升，而对于其他机构股东而言（比如指数基金），股权被稀释显然是弊大于利的。当然马斯克和“木头姐”也不是孤独面对那么多机构股东的挑战，据媒体分析，持有特斯拉股份占比大约40%的散户们当前更偏向马斯克一方。底层逻辑是，相对指数基金等被动投资方来说，散户是直接持有特斯拉股票的一方，而不是通过投资指数而获得的等比例特斯拉股份，这让他们对特斯拉的激进业绩目标更有激情，且对特斯拉的基本面研究可能也会更多一些。而凯西·伍德的发言可能代表这些散户中很多人的心声：“根据初步研究，历史上没有哪家公司能够实现10年内EBITDA的年均增长率达到41%，即增长约30倍。如果埃隆和他的团队实现这些目标，其影响将远超特斯拉一己之力：生产力和实际GDP增长将显著加快，车祸死亡人数将下降50%以上，所有特斯拉股东——更重要的是，其员工及其家人——都将变得比他们曾经梦想的更加富有。”特斯拉的最新进展据此前特斯拉发布2025年第三季度全球生产与交付报告，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品装机量达到12.5吉瓦时。电动车交付量和储能业务装机量双双创出新高。据悉，特斯拉上海储能超级工厂产能释放持续助推业务增长。上海超级工厂9月交付了超过9万辆电动车，中国市场销量超7.1万辆，环比增长25%。中国市场和生产基地依然是特斯拉背后的强大支撑力量。特斯拉第三季度财报将于北京时间10月23日发布，2025年特斯拉股东大会将于北京时间11月7日召开。届时公司将进一步披露其在人工智能、人形机器人、电动车、储能等多领域的进展。在Robotaxi方面，近期特斯拉正在考虑在美国两个新州开展运营——已在科罗拉多州和伊利诺伊州两个新州发布了自动驾驶车辆操作员的招聘信息。特斯拉于今年6月底在得克萨斯州首次推出Robotaxi后，除了上述两州以外，目前为止，公司也已经在美国亚利桑那州、加利福尼亚州、佛罗里达州和内华达州招聘自动驾驶汽车操作员。在FSD（智能辅助驾驶）方面，10月16日，特斯拉开始向其早期测试人员推出v14.1.2，并重新引入了过去FSD版本中的Mad Max驾驶模式。该模式相较于“快速”模式，能够更频繁果断地变道，以最快的速度穿梭于车流中，是最激进的FSD模式。特斯拉人工智能负责人指出，Mad Max模式专为应对日间拥堵交通而设计。本月18号，马斯克在社交媒体平台上确认，特斯拉将在FSD v14.2的更新中全面推广全自动驾驶FSD V14系统。此外，马斯克此前表示，第三代特斯拉人形机器人预计于2025年年底推出，将具备类似人类的精细操作能力。从“木头姐”最新的言论中可推测，智能辅助驾驶、人形机器人、Robotaxi服务以及这些技术的融合，将是特斯拉未来的重要看点。而今年余下时间中，特斯拉能否在上述领域保持稳步前进，就是重要的风向标。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"content":"就因为我说到他的痛处了[喷血][喷血][喷血]","text":"就因为我说到他的痛处了[喷血][喷血][喷血]","html":"就因为我说到他的痛处了[喷血][喷血][喷血]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408138188743320,"gmtCreate":1740664381905,"gmtModify":1740664383264,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 总是盘前涨点，盘中大跌，盘后微跌！！！","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 总是盘前涨点，盘中大跌，盘后微跌！！！","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 总是盘前涨点，盘中大跌，盘后微跌！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/408138188743320","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416019592716736,"gmtCreate":1742575819292,"gmtModify":1742575820879,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚空头注定拉爆！下周暴力拉升到130！！然后再回调3到5个点，再到140+","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚空头注定拉爆！下周暴力拉升到130！！然后再回调3到5个点，再到140+","text":"$英伟达(NVDA)$ 今晚空头注定拉爆！下周暴力拉升到130！！然后再回调3到5个点，再到140+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/416019592716736","isVote":1,"tweetType":1,"viewCount":4879,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3440897161812160","idStr":"3440897161812160"},"content":"要涨早涨起来了 连续一周都反弹不起来","text":"要涨早涨起来了 连续一周都反弹不起来","html":"要涨早涨起来了 连续一周都反弹不起来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397150194897008,"gmtCreate":1737982808447,"gmtModify":1737984108321,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","listText":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","text":"DeepSeek这种垃圾货！也好意思来碰瓷英伟达，博通？？？","images":[{"img":"https://static.tigerbbs.com/d556e4eeda64edd4d73a039f55ab5553"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/397150194897008","repostId":"1159477718","repostType":2,"repost":{"id":"1159477718","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":1737969055,"share":"https://www.laohu8.com/m/news/1159477718?lang=&edition=full","pubTime":"2025-01-27 17:10","market":"us","language":"zh","title":"盘前异动丨DeepSeek震动美股，英伟达、博通、阿斯麦大跌，金山云拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1159477718","media":"老虎资讯综合","summary":"本周，超级财报周来袭！","content":"<html><head></head><body><p>1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c7fd4eeb261fd91d54ff97d0e54e82\" title=\"\" tg-width=\"1406\" tg-height=\"695\"/></p><p>本周，超级财报周来袭！<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\" title=\"苹果\" class=\"\">苹果</a>、<a href=\"https://laohu8.com/S/META\" title=\"Meta Platforms\" class=\"\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。</p><p>芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/927dd48a6698384ca22744177fd3cd84\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523f9bf48eb8aa6347af1365afeab758\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03755eecc83fffe5657395065235715\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faf6874a76dc57300585b70c548b6eae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee26a2c7eea8603e58e70fdb56d73c53\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd39e9aeccf239a4d22d6f87b78ac8ff\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。</p><p>无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。</p><p>受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff6b5b9742c2260fe6163a0894a2ff5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。</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>盘前异动丨DeepSeek震动美股，英伟达、博通、阿斯麦大跌，金山云拉升</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/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\">2025-01-27 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c7fd4eeb261fd91d54ff97d0e54e82\" title=\"\" tg-width=\"1406\" tg-height=\"695\"/></p><p>本周，超级财报周来袭！<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\" title=\"苹果\" class=\"\">苹果</a>、<a href=\"https://laohu8.com/S/META\" title=\"Meta Platforms\" class=\"\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。</p><p>芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/927dd48a6698384ca22744177fd3cd84\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523f9bf48eb8aa6347af1365afeab758\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03755eecc83fffe5657395065235715\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faf6874a76dc57300585b70c548b6eae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee26a2c7eea8603e58e70fdb56d73c53\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd39e9aeccf239a4d22d6f87b78ac8ff\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。</p><p>无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。</p><p>受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff6b5b9742c2260fe6163a0894a2ff5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c4e1ff8a8f3ef9b71959d07d4048d2e","relate_stocks":{"KC":"金山云","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159477718","content_text":"1月27日周一，中国人民处于迎接春节长假的轻松氛围中，美国股市却结结实实感受到了“DeepSeek震撼”。截至发稿，美股三大指数期货在盘前时段普跌，纳指100期指一度跌逾5%，截至发稿跌4.5%。本周，超级财报周来袭！特斯拉、苹果、Meta Platforms、微软等科技巨头将发布财报。此外，美联储将于北京时间1月30日（周四）03:00公布最新利率决议，鲍威尔将召开新闻发布会。芯片股盘前普跌。截至发稿，博通跌超13%，英伟达跌超10%，阿斯麦、台积电、ARM跌超9%，AMD跌超6%。分析师认为：“中国的DeepSeek可能代表了对美国股市最大的威胁，因为该公司似乎以极低的价格建立了一个突破性的人工智能模型，而无需依赖最先进的芯片，这引发了对数百亿美元资本支出是否有用的质疑，这些资金正被投入到这个行业中。 ”主打AI概念的大型科技股盘前普跌。截至发稿，微软跌超6%，Meta跌超5%，谷歌跌3.8%。与AI建设相关的能源股盘前普跌，Oklo、Lightbridge Corporation、NANO Nuclear Energy大跌超14%，NuScale Power跌超12%。量子计算概念股同样受到DeepSeek的影响。截至发稿，IONQ跌超6%，Quantum Computing、Rigetti Computing跌超4%，D-Wave Quantum跌超1%。无人机概念股盘前下挫，SES AI Corp、Unusual Machines跌超7%，Palladyne AI跌超4%。受DeepSeek提振，金山云盘前大涨超13%，今日港股涨逾11%。阿里巴巴盘前涨0.44%，百度涨0.25%；拼多多、京东跌逾1%。","news_type":1,"symbols_score_info":{"NVDA":1.1,"KC":1.1}},"isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496310087653607","authorId":"3496310087653607","name":"投资者123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3496310087653607","idStr":"3496310087653607"},"content":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点","text":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点","html":"如果英伟达真的有你认为的那么好怎么会被“轻轻”一碰就跌10个点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364891521728640,"gmtCreate":1730128386226,"gmtModify":1730129606329,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"htmlText":"<a 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