anbu的个人主页 - 老虎社区

anbu

anbu

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IP属地：江苏

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06-06

高盛的意见是反向指标

美股遭遇“黑色星期五”！高盛却逆势发声：回调提供买入良机标普500剑指8000点

01-09

这是一个宽广的头部形状，春节前需要向下调整

2025-12-17

$恒生指数(HSI)$ 港股替代A股成了吹水机、供血者。

2025-12-10

必须离场观望啊，这种资金市、没有企业盈利的支撑。

2025-11-25

砸一半都很轻松，市盈率是历史均值的两倍

2025-11-12

没有实际利润支撑的冲高，只会导致泡沫更快地破裂

2025-10-17

为什么呢？又没什么好消息啦

富时中国A50指数期货及热门中概股盘前快速拉升

2025-09-30

神经吧

港股异动 | 科指涨幅扩大至2%，华虹半导体涨约11%，快手涨超7%

2025-09-18

百度走出底部？你老眼昏花了？明显处于历史最高点！

2025-09-16

$三倍做空富时中国ETF-Direxion(YANG)$

2025-09-11

$三倍做空富时中国ETF-Direxion(YANG)$

2025-08-20

我信你个鬼，要么碰瓷要么吹牛逼；你那七姐妹加起来没有人家一家的脚趾头大

2025-07-24

高位唱多的人、不是蠢就是坏

2025-06-19

$恒生指数(HSI)$ 不要客气、满仓做空恒指，3倍杠杆。

2025-06-18

$恒生指数(HSI)$ 今天是港股逃命的最后的时间窗口，连续上涨积累了大量的泡沫🫧！

2025-06-16

$恒生指数(HSI)$ 强力做空

2025-06-11

强力做空恒指

2025-05-26

这是糊涂了吧？休市呢

美股三大期指震荡走高，道指期货、纳指期货、标普500指数期货均涨超1%

2025-05-09

$特斯拉(TSLA)$ 那些喊着做空特斯拉的大神呢？还好吗😅

2025-05-01

跟我差不多吧

去老虎APP查看更多动态

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10:49","market":"fut","language":"zh","title":"美股遭遇“黑色星期五”！高盛却逆势发声：回调提供买入良机 标普500剑指8000点","url":"https://stock-news.laohu8.com/highlight/detail?id=2641112596","media":"智通财经","summary":"美股上演“黑色星期五”的主要原因在于，强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期，而高利率环境是股市面临的主要压力源，尤其是对于成长股和科技股而言。","content":"<html><head></head><body><p style=\"text-align: left;\">美股三大指数周五集体重挫。道琼斯指数跌1.35%;<a href=\"https://laohu8.com/S/161125\">标普500</a>指数跌2.64%，创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%，跌幅超1100点，创2025年4月以来最大单日跌幅。</p><p style=\"text-align: left;\">美股上演“黑色星期五”的主要原因在于，强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期，而高利率环境是股市面临的主要压力源，尤其是对于成长股和科技股而言。</p><p style=\"text-align: left;\">美国劳工统计局周五公布的数据显示，5月非农就业人数增加17.2万人，超过所有经济学家预期，4月增幅则从此前公布的11.5万人大幅上修至17.9万人，这使得美国过去三个月的就业增幅达到两年多以来最强水平;失业率连续第三个月维持在4.3%。</p><p style=\"text-align: left;\">就业强劲叠加能源价格高企，可能进一步加大美联储考虑加息以遏制通胀的压力。多位美联储官员已经表示，在美国通胀指标持续高于2%目标且偏离程度不断扩大的情况下，他们无法支持降息。近几周以来，这些官员对于进一步加息的态度也开始变得更加开放。利率掉期市场显示，交易员预计美联储将在12月政策会议前加息25个基点，并认为10月加息的概率约为60%。</p><p style=\"text-align: left;\">不过，<strong><a href=\"https://laohu8.com/S/GS\">高盛</a>集团美洲股票执行服务主管约翰·弗拉德认为，周五美股的回调为投资者提供了增持仓位的机会，而非撤退的理由。他认为，标普500指数今年达到8000点存在一条清晰的上行路径。</strong></p><p style=\"text-align: left;\">弗拉德表示，美股周五的下跌很可能是由投资者在周末前获利了结、以及市场预期首次公开募股(IPO)将带来更多股票供给所推动。而历史经验表明，这类抛售往往会为买入者带来回报。他表示：“今年可供买入的回调并不多。从历史上看，在标普500指数回调2%时买入往往能够获得回报，我认为现在依然如此。”</p><p style=\"text-align: left;\">弗拉德表示，投资者目前最常提及的问题包括通胀、涉及伊朗的地缘政治紧张局势以及私募信贷市场风险。但他认为，这些担忧更像是一堵健康的“忧虑之墙”，而非市场信心恶化的证据。</p><p style=\"text-align: left;\">他认为，更广泛的市场背景仍然具有支撑作用。尽管标普500指数今年已经创下24次历史新高，但高盛的专有市场情绪指标——该指标综合了对冲基金、共同基金、散户投资者以及海外投资者的仓位情况——目前仍接近中性水平。他表示：“尽管从指数层面来看，股市已经接近历史高点，但市场上依然存在大量担忧情绪。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19f1579e2b449c78d17a47c5850bbc92\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">从机构投资者角度来看，弗拉德认为当前仓位管理依然较为克制，而非过度亢奋。高盛主经纪业务数据显示，对冲基金总敞口(即多头与空头仓位之和)已接近历史最高水平。投资者目前仍持有大量人工智能(AI)和科技股多头仓位，同时也在股票指数和交易所交易基金(ETF)等宏观工具上维持大规模空头头寸。</p><p style=\"text-align: left;\">弗拉德表示：“这告诉我，市场对于未来走势依然保持着健康的怀疑态度。”他补充称，如果对冲基金未来开始回补这些对冲仓位，可能会推动股市开启下一轮上涨行情。与此同时，共同基金的现金持有比例仍接近长期平均水平，意味着投资者手中依然拥有可投入股市的资金。</p><p style=\"text-align: left;\">对于新股发行，弗拉德表示，机构投资者的需求强度是他职业生涯中所见最强之一。他提到了有关<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)正考虑进行大规模股票发行的报道。此前，本周早些时候，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)完成了一笔备受关注的大型交易。</p><p style=\"text-align: left;\">弗拉德表示，大型科技公司进行大规模股权融资反映的是市场需求健康，而非投机泡沫。他表示：“对于这些股票发行项目的需求，从未像现在这样强劲。”</p><p style=\"text-align: left;\">在散户投资者方面，弗拉德预计，只要就业市场保持稳健，买盘活动就将继续保持韧性。高盛数据显示，自2020年3月疫情最严重时期以来，美国散户投资者从未连续超过一周成为美国股票市场的净卖家。他表示：“除非我们开始看到就业岗位大规模流失，否则散户买盘很可能会继续成为市场中一个稳定而健康的力量。”</p><p style=\"text-align: left;\">在弗拉德看来，最有可能挑战其乐观预期的因素，是美国企业整体盈利表现出现广泛性失望。不过目前，他并未看到这样的迹象。他指出：“如果标普500指数成分股整体盈利表现令人失望，那将是一个非常值得担忧的信号。但我们目前还没有看到任何这方面的证据。”</p><p style=\"text-align: left;\">随着一系列备受瞩目的IPO即将到来——其中包括SpaceX和Anthropic的上市计划，弗拉德表示，目前的新股发行管道更符合基本面逻辑，而非市场见顶信号。他还预计，企业股票回购需求将抵消IPO带来的新增供给。</p><p style=\"text-align: left;\">至于短期战术性风险，弗拉德指出，在经历了强劲的一年之后，商品交易顾问(CTA)以及波动率控制基金等系统化投资者目前已经持有相对较高比例的标普500指数敞口。他表示，如果未来连续多个交易日出现股市走弱，这类投资者可能转而成为卖方。</p><p style=\"text-align: left;\">不过截至目前，弗拉德依然坚定看多市场。他表示：“我们认为这些回调都是买入机会。今年标普500指数迈向8000点甚至更高水平，存在一条清晰的路径。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股遭遇“黑色星期五”！高盛却逆势发声：回调提供买入良机 标普500剑指8000点</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股遭遇“黑色星期五”！高盛却逆势发声：回调提供买入良机 标普500剑指8000点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-06 10:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1451063.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股三大指数周五集体重挫。道琼斯指数跌1.35%;标普500指数跌2.64%，创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%，跌幅超1100点，创2025年4月以来最大单日跌幅。美股上演“黑色星期五”的主要原因在于，强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期，而高利率环境是股市面临的主要压力源，尤其是对于成长股和科技股而言。美国劳工统计局...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1451063.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","relate_stocks":{"IVV":"标普500ETF-iShares","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","ETFT":"Fundsmith Equity ETF","BMAY":"Innovator U.S. Equity Buffer ETF - May","DBSC":"Deepwater Beachfront Small Cap ETF","BK4581":"高盛持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","BK4534":"瑞士信贷持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1451063.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641112596","content_text":"美股三大指数周五集体重挫。道琼斯指数跌1.35%;标普500指数跌2.64%，创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%，跌幅超1100点，创2025年4月以来最大单日跌幅。美股上演“黑色星期五”的主要原因在于，强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期，而高利率环境是股市面临的主要压力源，尤其是对于成长股和科技股而言。美国劳工统计局周五公布的数据显示，5月非农就业人数增加17.2万人，超过所有经济学家预期，4月增幅则从此前公布的11.5万人大幅上修至17.9万人，这使得美国过去三个月的就业增幅达到两年多以来最强水平;失业率连续第三个月维持在4.3%。就业强劲叠加能源价格高企，可能进一步加大美联储考虑加息以遏制通胀的压力。多位美联储官员已经表示，在美国通胀指标持续高于2%目标且偏离程度不断扩大的情况下，他们无法支持降息。近几周以来，这些官员对于进一步加息的态度也开始变得更加开放。利率掉期市场显示，交易员预计美联储将在12月政策会议前加息25个基点，并认为10月加息的概率约为60%。不过，高盛集团美洲股票执行服务主管约翰·弗拉德认为，周五美股的回调为投资者提供了增持仓位的机会，而非撤退的理由。他认为，标普500指数今年达到8000点存在一条清晰的上行路径。弗拉德表示，美股周五的下跌很可能是由投资者在周末前获利了结、以及市场预期首次公开募股(IPO)将带来更多股票供给所推动。而历史经验表明，这类抛售往往会为买入者带来回报。他表示：“今年可供买入的回调并不多。从历史上看，在标普500指数回调2%时买入往往能够获得回报，我认为现在依然如此。”弗拉德表示，投资者目前最常提及的问题包括通胀、涉及伊朗的地缘政治紧张局势以及私募信贷市场风险。但他认为，这些担忧更像是一堵健康的“忧虑之墙”，而非市场信心恶化的证据。他认为，更广泛的市场背景仍然具有支撑作用。尽管标普500指数今年已经创下24次历史新高，但高盛的专有市场情绪指标——该指标综合了对冲基金、共同基金、散户投资者以及海外投资者的仓位情况——目前仍接近中性水平。他表示：“尽管从指数层面来看，股市已经接近历史高点，但市场上依然存在大量担忧情绪。”从机构投资者角度来看，弗拉德认为当前仓位管理依然较为克制，而非过度亢奋。高盛主经纪业务数据显示，对冲基金总敞口(即多头与空头仓位之和)已接近历史最高水平。投资者目前仍持有大量人工智能(AI)和科技股多头仓位，同时也在股票指数和交易所交易基金(ETF)等宏观工具上维持大规模空头头寸。弗拉德表示：“这告诉我，市场对于未来走势依然保持着健康的怀疑态度。”他补充称，如果对冲基金未来开始回补这些对冲仓位，可能会推动股市开启下一轮上涨行情。与此同时，共同基金的现金持有比例仍接近长期平均水平，意味着投资者手中依然拥有可投入股市的资金。对于新股发行，弗拉德表示，机构投资者的需求强度是他职业生涯中所见最强之一。他提到了有关Meta Platforms(META.US)正考虑进行大规模股票发行的报道。此前，本周早些时候，谷歌(GOOGL.US)完成了一笔备受关注的大型交易。弗拉德表示，大型科技公司进行大规模股权融资反映的是市场需求健康，而非投机泡沫。他表示：“对于这些股票发行项目的需求，从未像现在这样强劲。”在散户投资者方面，弗拉德预计，只要就业市场保持稳健，买盘活动就将继续保持韧性。高盛数据显示，自2020年3月疫情最严重时期以来，美国散户投资者从未连续超过一周成为美国股票市场的净卖家。他表示：“除非我们开始看到就业岗位大规模流失，否则散户买盘很可能会继续成为市场中一个稳定而健康的力量。”在弗拉德看来，最有可能挑战其乐观预期的因素，是美国企业整体盈利表现出现广泛性失望。不过目前，他并未看到这样的迹象。他指出：“如果标普500指数成分股整体盈利表现令人失望，那将是一个非常值得担忧的信号。但我们目前还没有看到任何这方面的证据。”随着一系列备受瞩目的IPO即将到来——其中包括SpaceX和Anthropic的上市计划，弗拉德表示，目前的新股发行管道更符合基本面逻辑，而非市场见顶信号。他还预计，企业股票回购需求将抵消IPO带来的新增供给。至于短期战术性风险，弗拉德指出，在经历了强劲的一年之后，商品交易顾问(CTA)以及波动率控制基金等系统化投资者目前已经持有相对较高比例的标普500指数敞口。他表示，如果未来连续多个交易日出现股市走弱，这类投资者可能转而成为卖方。不过截至目前，弗拉德依然坚定看多市场。他表示：“我们认为这些回调都是买入机会。今年标普500指数迈向8000点甚至更高水平，存在一条清晰的路径。”","news_type":1,"symbols_score_info":{"TSPY":0.6,"ETFT":0.6,"JEPI":0.6,"RSPN":0.6,"SPYV":0.6,"SDS":0.6,"NOBL":0.6,"SCHB":0.6,"IVE":0.6,"IVW":0.6,"SPLV":0.6,"VEU":0.6,"NQmain":2,"SPYD":0.6,"ITOT":0.6,"SPHD":0.6,"OEF":0.6,"UPRO":0.6,"GSX":0.6,"HIBL":0.6,"YMmain":2,"QQQ":2,"RSP":0.6,"SPGP":0.6,"XDTE":0.6,"VXX":2,"SPYM":0.6,"SVIX":0.6,"IJH":0.6,"YSPY":0.6,"SH":0.6,"VIXmain":2,"VIX":2,"UDOW":0.6,"VIXY":2,"IJR":0.6,"GSLC":0.6,"RSPU":0.6,"UVIX":0.6,"ACWI":0.6,"SPMO":0.6,"HIBS":0.6,"DXD":0.6,"SFY":0.6,"GPIX":0.6,"SMAX":0.6,"SDOW":0.6,"SPHQ":0.6,"BMAY":0.6,"DOG":0.6,"SPYB":0.6,"SPY":0.6,".DJI":2,"SPYU":0.6,"SCHX":0.6,"MMAX":0.6,"MOAT":0.6,"SPXL":0.6,"SPXU":0.6,"SQQQ":2,"VOO":0.6,"ALLW":0.6,"SSO":0.6,"DIA":0.6,"DBSC":0.6,"SPUU":0.6,"SPYH":0.6,"SPUS":0.6,"DMAX":0.6,"XLG":0.6,"SVXY":0.6,"SPYI":0.6,"VV":0.6,"DDM":0.6,"SPYQ":0.6,"RSPA":0.6,"SPXS":0.6,"VTI":0.6,"IVV":0.6,".IXIC":2,"UVXY":0.6,"SPDN":0.6,"XYLD":0.6,"VBK":0.6,"VTV":0.6,"TQQQ":2,"SPYG":0.6,".SPX":2,"ESmain":2}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519974378013272,"gmtCreate":1767929859996,"gmtModify":1767929862311,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"这是一个宽广的头部形状，春节前需要向下调整","listText":"这是一个宽广的头部形状，春节前需要向下调整","text":"这是一个宽广的头部形状，春节前需要向下调整","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519974378013272","isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511653734691592,"gmtCreate":1765942431380,"gmtModify":1765942433220,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a> 港股替代A股成了吹水机、供血者。","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a> 港股替代A股成了吹水机、供血者。","text":"$恒生指数(HSI)$ 港股替代A股成了吹水机、供血者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511653734691592","isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509162947067952,"gmtCreate":1765338695897,"gmtModify":1765338698681,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","listText":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","text":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509162947067952","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/9c61226b13dc84ab3139a9fa00b20782","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000420","idStr":"9000000000000420"},"content":"这行情真是让人心慌，资金一撤就崩了。","text":"这行情真是让人心慌，资金一撤就崩了。","html":"这行情真是让人心慌，资金一撤就崩了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503964756296320,"gmtCreate":1764048677818,"gmtModify":1764048680769,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"砸一半都很轻松，市盈率是历史均值的两倍","listText":"砸一半都很轻松，市盈率是历史均值的两倍","text":"砸一半都很轻松，市盈率是历史均值的两倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503964756296320","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499244432220208,"gmtCreate":1762911086471,"gmtModify":1762911089056,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","listText":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","text":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499244432220208","isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000386","authorId":"9000000000000386","name":"SpencerBroad","avatar":"https://static.tigerbbs.com/b4a3f136c2940878d1661582389317fd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000386","idStr":"9000000000000386"},"content":"泡沫一破，又要血流成河了","text":"泡沫一破，又要血流成河了","html":"泡沫一破，又要血流成河了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490188570690304,"gmtCreate":1760702023460,"gmtModify":1760702025751,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"为什么呢？又没什么好消息啦","listText":"为什么呢？又没什么好消息啦","text":"为什么呢？又没什么好消息啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/490188570690304","repostId":"1139364670","repostType":2,"repost":{"id":"1139364670","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":1760699696,"share":"https://www.laohu8.com/m/news/1139364670?lang=zh_CN&edition=full","pubTime":"2025-10-17 19:14","market":"us","language":"zh","title":"富时中国A50指数期货及热门中概股盘前快速拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1139364670","media":"老虎资讯综合","summary":"阿里巴巴、京东、百度等盘前跌幅均快速收窄。","content":"<html><head></head><body><p>周五盘前时段，富时中国A50指数期货直线拉升，由跌转涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8d910dfc4f3840209838b7a882110c\" title=\"\" tg-width=\"1156\" tg-height=\"395\"/></p><p>重点中概股也同步走高。 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 、 <a href=\"https://laohu8.com/S/JD\">京东</a> 、 <a href=\"https://laohu8.com/S/BIDU\">百度</a> 等盘前跌幅均快速收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c73d6abfb62d862bd500fc67a2237318\" title=\"\" tg-width=\"1165\" tg-height=\"576\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29ba3a861a1cd7ab8894f66cafb9e8e4\" title=\"\" tg-width=\"988\" tg-height=\"573\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富时中国A50指数期货及热门中概股盘前快速拉升\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\">2025-10-17 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五盘前时段，富时中国A50指数期货直线拉升，由跌转涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8d910dfc4f3840209838b7a882110c\" title=\"\" tg-width=\"1156\" tg-height=\"395\"/></p><p>重点中概股也同步走高。 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 、 <a href=\"https://laohu8.com/S/JD\">京东</a> 、 <a href=\"https://laohu8.com/S/BIDU\">百度</a> 等盘前跌幅均快速收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c73d6abfb62d862bd500fc67a2237318\" title=\"\" tg-width=\"1165\" tg-height=\"576\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29ba3a861a1cd7ab8894f66cafb9e8e4\" title=\"\" tg-width=\"988\" tg-height=\"573\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139364670","content_text":"周五盘前时段，富时中国A50指数期货直线拉升，由跌转涨。重点中概股也同步走高。 阿里巴巴 、 京东 、 百度 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15:14","market":"hk","language":"zh","title":"港股异动 | 科指涨幅扩大至2%，华虹半导体涨约11%，快手涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189790259","media":"老虎资讯综合","summary":"9月30日，恒生科技指数尾盘涨超2%，恒生指数涨0.7%。科指成分股中，$华虹半导体(01347)$涨约11%，$快手-W(01024)$涨超7%。$哔哩哔哩-W(09626)$涨超6%。","content":"<html><head></head><body><p>9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2229996bdcb1b678749b05b1e05e818\" title=\"\" tg-width=\"913\" tg-height=\"156\"/></p><p>科指成分股中，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨约11%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超7%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c23a73f420d31fda618185a2a3948c\" title=\"\" tg-width=\"356\" tg-height=\"414\"/></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\" 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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\">2025-09-30 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2229996bdcb1b678749b05b1e05e818\" title=\"\" tg-width=\"913\" tg-height=\"156\"/></p><p>科指成分股中，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨约11%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超7%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c23a73f420d31fda618185a2a3948c\" title=\"\" tg-width=\"356\" tg-height=\"414\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1589":"北水核心资产","BK4614":"Manus概念股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1163":"半导体产品","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1095":"互动媒体与服务","BK1608":"元宇宙概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1615":"港股-互联网","LU0588546209.SGD":"Eastspring 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189790259","content_text":"9月30日，恒生科技指数涨幅扩大至2%，恒生指数涨0.7%。科指成分股中，华虹半导体涨约11%，快手-W涨超7%，哔哩哔哩-W涨超6%。","news_type":1,"symbols_score_info":{"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479909226226136,"gmtCreate":1758189692612,"gmtModify":1758189695241,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"百度走出底部？你老眼昏花了？明显处于历史最高点！","listText":"百度走出底部？你老眼昏花了？明显处于历史最高点！","text":"百度走出底部？你老眼昏花了？明显处于历史最高点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479909226226136","isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479235306975480,"gmtCreate":1758035725645,"gmtModify":1758035726960,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"<a 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降价是利好哦……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/211231604920392","isVote":1,"tweetType":1,"viewCount":5151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559050931838151","authorId":"3559050931838151","name":"3a7ec5af","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3559050931838151","idStr":"3559050931838151"},"content":"什么逻辑？长期利好，短期利空！股价必定承压！","text":"什么逻辑？长期利好，短期利空！股价必定承压！","html":"什么逻辑？长期利好，短期利空！股价必定承压！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405793941783080,"gmtCreate":1740115497181,"gmtModify":1740115498735,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 花无百日红啊","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 花无百日红啊","text":"$恒生指数(HSI)$ 花无百日红啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/405793941783080","isVote":1,"tweetType":1,"viewCount":3847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188550895709712","authorId":"4188550895709712","name":"鑫870323","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4188550895709712","idStr":"4188550895709712"},"content":"香港现在成了全球的避险资金之地，有本事你继续空","text":"香港现在成了全球的避险资金之地，有本事你继续空","html":"香港现在成了全球的避险资金之地，有本事你继续空"},{"author":{"id":"4188550895709712","authorId":"4188550895709712","name":"鑫870323","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4188550895709712","idStr":"4188550895709712"},"content":"美欧撕裂，地缘政治加剧，香港都成了全球资金避险之地，有本事你继续空","text":"美欧撕裂，地缘政治加剧，香港都成了全球资金避险之地，有本事你继续空","html":"美欧撕裂，地缘政治加剧，香港都成了全球资金避险之地，有本事你继续空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425700747194840,"gmtCreate":1744940772261,"gmtModify":1744940774345,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"认知能力低下的人最好不要谈论马斯克和特斯拉","listText":"认知能力低下的人最好不要谈论马斯克和特斯拉","text":"认知能力低下的人最好不要谈论马斯克和特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425700747194840","repostId":"1199035526","repostType":2,"repost":{"id":"1199035526","kind":"news","pubTimestamp":1744939315,"share":"https://www.laohu8.com/m/news/1199035526?lang=zh_CN&edition=full","pubTime":"2025-04-18 09:21","market":"us","language":"zh","title":"“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1199035526","media":"CyberDaily","summary":"但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。更关键的是，报告对Robotaxi的盈利模式提出了质疑。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab计划。","content":"<html><head></head><body><p>正在从电动汽车到AI机器人公司转型的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，正站在一个关键的十字路口。</p><p>据知名科技媒体<em> The Information </em>援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。</p><p>这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。</p><p>但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”</p><p>高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。</p><p>更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。</p><p>但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。</p><p>这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。</p><p>有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。</p><p>此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。</p><p>特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。</p><p><strong>NuRoCity：</strong></p><p>特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。</p><p>事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。</p><p>可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。</p><p>从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演，在公众建立安全、可靠与期待的心智。</p></body></html>","source":"lsy1744939333503","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>“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi</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“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-18 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w><strong>CyberDaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4598":"佩洛西持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199035526","content_text":"正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。NuRoCity：特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model 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在美联储降息之前坚定持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/214167319527696","isVote":1,"tweetType":1,"viewCount":4177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100517425095450","authorId":"4100517425095450","name":"无情的交易机器","avatar":"https://static.tigerbbs.com/fe4c3469b049b5cd16092b7b85f2e3c2","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4100517425095450","idStr":"4100517425095450"},"content":"降息，会让权益资产更有价值，更加坚定持有。","text":"降息，会让权益资产更有价值，更加坚定持有。","html":"降息，会让权益资产更有价值，更加坚定持有。"},{"author":{"id":"3476179108328286","authorId":"3476179108328286","name":"xway","avatar":"https://static.laohu8.com/08ad549f7dcec5e4bb521ff47aec71e0","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3476179108328286","idStr":"3476179108328286"},"content":"应该持有到下个加息周期的初期。","text":"应该持有到下个加息周期的初期。","html":"应该持有到下个加息周期的初期。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509162947067952,"gmtCreate":1765338695897,"gmtModify":1765338698681,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","listText":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","text":"必须离场观望啊，这种资金市、没有企业盈利的支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509162947067952","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/9c61226b13dc84ab3139a9fa00b20782","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000420","idStr":"9000000000000420"},"content":"这行情真是让人心慌，资金一撤就崩了。","text":"这行情真是让人心慌，资金一撤就崩了。","html":"这行情真是让人心慌，资金一撤就崩了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499244432220208,"gmtCreate":1762911086471,"gmtModify":1762911089056,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","listText":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","text":"没有实际利润支撑的冲高，只会导致泡沫更快地破裂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499244432220208","isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000386","authorId":"9000000000000386","name":"SpencerBroad","avatar":"https://static.tigerbbs.com/b4a3f136c2940878d1661582389317fd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000386","idStr":"9000000000000386"},"content":"泡沫一破，又要血流成河了","text":"泡沫一破，又要血流成河了","html":"泡沫一破，又要血流成河了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241400426274968,"gmtCreate":1699963967095,"gmtModify":1699963968153,"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510116886182402","idStr":"3510116886182402"},"themes":[],"title":"","htmlText":"<a 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