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畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
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畜牧教主马斯克
07-08 23:52
$SpaceX(SPCX)$
贵是原罪[微笑] 马圣该发x控盘了
畜牧教主马斯克
07-08 23:31
$甲骨文(ORCL)$
抛压依旧强烈感觉要冲120了
畜牧教主马斯克
07-08 18:35
马圣的左右护法,还有个是丹
凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票
畜牧教主马斯克
07-07 22:25
$甲骨文(ORCL)$
严重跑输大盘
畜牧教主马斯克
07-07 18:11
一切都是为了股价,老套路
马斯克不造 iPhone,但他想让手机替你赚钱
畜牧教主马斯克
07-07 09:29
$SpaceX(SPCX)$
纳指的内鬼,谁纳入谁倒霉节奏
畜牧教主马斯克
07-02
除了卖车有进展,别的都熄火了[开心]
特斯拉销量远超预期,为何股价却下跌?
畜牧教主马斯克
07-02
高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。
静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了
畜牧教主马斯克
07-02
车主教育最好的品牌,也是唯一起诉车主的好企业
特斯拉6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌
畜牧教主马斯克
06-30
左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心]
美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据
畜牧教主马斯克
06-29
$SpaceX(SPCX)$
已经到头了,200近期都没戏了,上市就万亿不赚钱赚信仰的公司[微笑]
畜牧教主马斯克
06-24
$特斯拉(TSLA)$
比比谁会吹牛
畜牧教主马斯克
06-24
$SpaceX(SPCX)$
如果你以为你很会吹牛,那就来和他比比,50以下
畜牧教主马斯克
06-24
两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑]
马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%
畜牧教主马斯克
06-23
远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心]
SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发
畜牧教主马斯克
06-18
新型庞氏骗局,不找新的人接盘自己怎么跑路
散户热情降温,SpaceX上市后的历史性涨势正失去部分动能
畜牧教主马斯克
06-18
$SpaceX(SPCX)$
16年说十年内实现载人火星任务[开心] 目前依然没去。 现在说30年收入万亿,不愧是新型诈骗头子[强]
畜牧教主马斯克
06-17
$SpaceX(SPCX)$
互相接力看看谁接到最后一棒👍🏻
畜牧教主马斯克
06-16
远程畜牧业和画饼迟早有一天兜不住
散户投资者眼中,SpaceX是唯一的选择
畜牧教主马斯克
06-16
$SpaceX(SPCX)$
今晚大跌,不要让马圣控盘
去老虎APP查看更多动态
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抛压依旧强烈感觉要冲120了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583652033233352","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583579574583472,"gmtCreate":1783506909217,"gmtModify":1783506912782,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的左右护法,还有个是丹","listText":"马圣的左右护法,还有个是丹","text":"马圣的左右护法,还有个是丹","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583579574583472","repostId":"1127705711","repostType":2,"repost":{"id":"1127705711","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":1783497176,"share":"https://www.laohu8.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是,ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上,ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127705711","content_text":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。加仓 SpaceXARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。值得一提的是,ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上,ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"KTUP":0.6,"LOFF":0.6,"SSPC":0.6,"XE":2,"AMDU":0.6,"SPCG":0.6,"SPAL":0.6,"SPAX":0.6,"SPCH":0.6,"AMD":2,"BABU":0.6,"SPCU":0.6,"LLYX":0.6,"SNK":0.6,"AMYY":0.6,"BABA":2,"AMDW":0.6,"AMDG":0.6,"ELIS":0.6,"LLYZ":0.6,"BABX":0.6,"LLII":0.6,"KTOS":2,"LLY":2,"SPCF":0.6,"ELIL":0.6,"SPCM":0.6,"BBYY":0.6,"AMDD":0.6,"KBAB":0.6,"BNTX":2,"AMUU":0.6,"AMDY":0.6,"BABW":0.6,"DAMD":0.6,"BABO":0.6,"SPCX":2,"AMDL":0.6,"SPCQ":0.6}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583282208330048,"gmtCreate":1783434309730,"gmtModify":1783434311462,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","text":"$甲骨文(ORCL)$ 严重跑输大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583282208330048","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583219531551720,"gmtCreate":1783419096965,"gmtModify":1783419099712,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"一切都是为了股价,老套路","listText":"一切都是为了股价,老套路","text":"一切都是为了股价,老套路","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583219531551720","repostId":"2649076486","repostType":2,"repost":{"id":"2649076486","kind":"highlight","weMediaInfo":{"introduction":"关注这个时代最好的产品。","home_visible":1,"media_name":"爱范儿","id":"42","head_image":"https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984"},"pubTimestamp":1783396800,"share":"https://www.laohu8.com/m/news/2649076486?lang=zh_CN&edition=full","pubTime":"2026-07-07 12:00","market":"us","language":"zh","title":"马斯克不造 iPhone,但他想让手机替你赚钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2649076486","media":"爱范儿","summary":"图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……","content":"<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克不造 iPhone,但他想让手机替你赚钱</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马斯克不造 iPhone,但他想让手机替你赚钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/42\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">爱范儿 </p>\n<p class=\"h-time\">2026-07-07 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) 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INCOME \"A\" (USD) ACC"},"source_url":"http://mp.weixin.qq.com/s?__biz=MjgzMTAwODI0MA==&mid=2652456875&idx=1&sn=0147abe10be264be2bc78448497c7c2d&chksm=9a851fc6bdf3e4d76704f2a57b1b1563d22d6ae1efdfced74d86f69ac2ada085ab68402288f2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2649076486","content_text":"作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。前几天,《华尔街日报》报出了一条有趣的爆料:SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和高通骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了“SpaceX 打算造手机”。图|LsA magazine面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。就在 6 月末,《金融时报》报道称:SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。或者更严谨一些:那台开发中的“AI 终端”在定义上不是手机,但具有通过星链联网的能力。马牌手机,行之有年从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。图|PCMag但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。图|路透社早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与苹果产生过分歧。在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。在 2023 年的《纽约时报》交易录峰会(DealBook Summit)中,马斯克又表示他不认为真的需要造手机——传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。图|Ars Technica当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:图|YouTube @PowerfulJRE总的来说,从马斯克历年的各种态度来看,他本人其实并不热衷手机行业,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——Robotaxi 出租车模式。出租手机,出租算力以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:图|路透社和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:用户自己购买的特斯拉平时正常使用,如果报名了 Tesla Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。图|PCMag比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:图|WIRED而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。图|Mirantis这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,xAI 很可能就此建成了全世界最大的移动 AI 集群。图|Atlantis当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。归根结底,SpaceX 可能造手机吗?不太可能。但用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。作者|马扶摇编辑|肖钦鹏","news_type":1,"symbols_score_info":{"METV":0.6,"TSLS":0.6,"VT":0.6,"TESL":0.6,"TSLR":0.6,"WANT":0.6,"SPTE":0.6,"TSLI":0.6,"TSLO":0.6,"TSYY":0.6,"TSLP":0.6,"MACW.SI":0.6,"07366":0.6,"TSII":0.6,"AAPX":0.6,"TLA":0.6,"AAPD":0.6,"AAPY":0.6,"IXN":0.6,"TSLY":0.6,"ROM":0.6,"FDRV":0.6,"IDRV":0.6,"AAPB":0.6,"ABFL":0.6,"LIT":0.6,"07766":0.6,"TSLL":0.6,"TSDD":0.6,"TSLW":0.6,"VGT":0.6,"XLK":0.6,"TEST":0.6,"APLY":0.6,"SMOG":0.6,"TSLG":0.6,"AAPU":0.6,"TSLZ":0.6,"AAPL":1.78,"TSLQ":0.6,"TSLA":1.82,"09366":0.6,"AAPW":0.6,"JGRO":0.6,"09766":0.6,"CRSH":0.6,"FTEC":0.6,"TSL":0.6,"TSLT":0.6,"TYLG":0.6}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583091230491928,"gmtCreate":1783387760106,"gmtModify":1783387762000,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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","listText":"除了卖车有进展,别的都熄火了[开心] ","text":"除了卖车有进展,别的都熄火了[开心]","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581525603332200","repostId":"1104777737","repostType":2,"repost":{"id":"1104777737","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":1783002560,"share":"https://www.laohu8.com/m/news/1104777737?lang=zh_CN&edition=full","pubTime":"2026-07-02 22:29","market":"us","language":"zh","title":"特斯拉销量远超预期,为何股价却下跌?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104777737","media":"老虎资讯综合","summary":"然而,截至目前,特斯拉股价下跌 逾 5%。在交付数据公布之前,特斯拉股价本周累计已上涨 12%,这表明市场此前已随着交付预期改善而提前推高了股价。市场目前预计,特斯拉将在 2026年 恢复增长,全年电动车交付量约为 170万辆,高于 2025年 约 160万辆 的水平。未来几个月,人工智能业务仍将是影响特斯拉股价的重要因素。对于特斯拉投资者而言,接下来最值得关注的事件将是7月22日公布的第二季度财报。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Tesla( <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,TSLA)</strong> 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。</p><p style=\"text-align: left;\">周四盘前,这家电动汽车制造商公布,第二季度共交付 <strong>480,126辆</strong> 汽车,高于去年同期的 <strong>384,122辆</strong>。相比之下,华尔街此前普遍预计交付量约为 <strong>406,000辆</strong>。</p><p style=\"text-align: left;\">然而,截至目前,特斯拉股价下跌 <strong>逾 5%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7a45cb39ced1de582fe08d9118454a0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。</p><p style=\"text-align: left;\">在交付数据公布之前,特斯拉股价本周累计已上涨 <strong>12%</strong>,这表明市场此前已随着交付预期改善而提前推高了股价。</p><p style=\"text-align: left;\">华尔街普遍预计第二季度交付量约为 <strong>406,000辆</strong>,但包括 <strong>Barclays(巴克莱)</strong> 和 <strong>JPMorgan(摩根大通)</strong> 在内的一些机构近期已将预测上调至 <strong>约420,000辆</strong>。</p><p style=\"text-align: left;\">此外,知名特斯拉销量预测分析师 <strong>Troy Teslike</strong> 此前预计,公司第二季度交付量将达到 <strong>466,000辆</strong>。</p><p style=\"text-align: left;\">即便如此,<strong>超过48万辆</strong> 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。</p><p style=\"text-align: left;\">作为对比,特斯拉在 <strong>2025年第二季度</strong> 共交付约 <strong>384,000辆</strong> 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。</p><p style=\"text-align: left;\">特斯拉全年交付量曾在 <strong>2023年</strong> 达到约 <strong>180万辆</strong> 的峰值,随后在 <strong>2024年</strong> 和 <strong>2025年</strong> 连续下滑。</p><p style=\"text-align: left;\">市场目前预计,特斯拉将在 <strong>2026年</strong> 恢复增长,全年电动车交付量约为 <strong>170万辆</strong>,高于 <strong>2025年</strong> 约 <strong>160万辆</strong> 的水平。</p><p style=\"text-align: left;\">导致销量放缓的原因包括:</p><ul><li><p style=\"text-align: left;\">特斯拉最终决定<strong>不推出一款全新的低价电动车</strong>;</p></li><li><p style=\"text-align: left;\">美国 <strong>7,500美元电动车购车税收抵免</strong> 于9月取消,使美国消费者购买电动车的成本上升、负担加重。</p></li></ul><p style=\"text-align: left;\">不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。</p><p style=\"text-align: left;\">由于<strong>美伊冲突</strong>扰乱全球石油供应,基准汽油价格在5月份升至 <strong>每加仑4.60美元</strong>,较此前上涨约 <strong>1.60美元</strong>,这在一定程度上提升了电动车的吸引力。</p><p style=\"text-align: left;\">尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了<strong>人工智能(AI)</strong>。</p><p style=\"text-align: left;\">特斯拉约<strong>一年前</strong>在美国得克萨斯州奥斯汀(Austin)<strong>推出了基于人工智能训练的</strong>Robotaxi(自动驾驶出租车)服务。</p><p style=\"text-align: left;\">目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。</p><p style=\"text-align: left;\">与此同时,投资者也十分关注特斯拉最新版本的人形机器人 <strong>Optimus</strong> 的进展。</p><p style=\"text-align: left;\">未来几个月,<strong>人工智能业务仍将是影响特斯拉股价的重要因素</strong>。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。</p><p style=\"text-align: left;\">对于特斯拉投资者而言,接下来最值得关注的事件将是<strong>7月22日</strong>公布的第二季度财报。</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>特斯拉销量远超预期,为何股价却下跌?</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特斯拉销量远超预期,为何股价却下跌?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-02 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Tesla( <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,TSLA)</strong> 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。</p><p style=\"text-align: left;\">周四盘前,这家电动汽车制造商公布,第二季度共交付 <strong>480,126辆</strong> 汽车,高于去年同期的 <strong>384,122辆</strong>。相比之下,华尔街此前普遍预计交付量约为 <strong>406,000辆</strong>。</p><p style=\"text-align: left;\">然而,截至目前,特斯拉股价下跌 <strong>逾 5%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7a45cb39ced1de582fe08d9118454a0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。</p><p style=\"text-align: left;\">在交付数据公布之前,特斯拉股价本周累计已上涨 <strong>12%</strong>,这表明市场此前已随着交付预期改善而提前推高了股价。</p><p style=\"text-align: left;\">华尔街普遍预计第二季度交付量约为 <strong>406,000辆</strong>,但包括 <strong>Barclays(巴克莱)</strong> 和 <strong>JPMorgan(摩根大通)</strong> 在内的一些机构近期已将预测上调至 <strong>约420,000辆</strong>。</p><p style=\"text-align: left;\">此外,知名特斯拉销量预测分析师 <strong>Troy Teslike</strong> 此前预计,公司第二季度交付量将达到 <strong>466,000辆</strong>。</p><p style=\"text-align: left;\">即便如此,<strong>超过48万辆</strong> 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。</p><p style=\"text-align: left;\">作为对比,特斯拉在 <strong>2025年第二季度</strong> 共交付约 <strong>384,000辆</strong> 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。</p><p style=\"text-align: left;\">特斯拉全年交付量曾在 <strong>2023年</strong> 达到约 <strong>180万辆</strong> 的峰值,随后在 <strong>2024年</strong> 和 <strong>2025年</strong> 连续下滑。</p><p style=\"text-align: left;\">市场目前预计,特斯拉将在 <strong>2026年</strong> 恢复增长,全年电动车交付量约为 <strong>170万辆</strong>,高于 <strong>2025年</strong> 约 <strong>160万辆</strong> 的水平。</p><p style=\"text-align: left;\">导致销量放缓的原因包括:</p><ul><li><p style=\"text-align: left;\">特斯拉最终决定<strong>不推出一款全新的低价电动车</strong>;</p></li><li><p style=\"text-align: left;\">美国 <strong>7,500美元电动车购车税收抵免</strong> 于9月取消,使美国消费者购买电动车的成本上升、负担加重。</p></li></ul><p style=\"text-align: left;\">不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。</p><p style=\"text-align: left;\">由于<strong>美伊冲突</strong>扰乱全球石油供应,基准汽油价格在5月份升至 <strong>每加仑4.60美元</strong>,较此前上涨约 <strong>1.60美元</strong>,这在一定程度上提升了电动车的吸引力。</p><p style=\"text-align: left;\">尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了<strong>人工智能(AI)</strong>。</p><p style=\"text-align: left;\">特斯拉约<strong>一年前</strong>在美国得克萨斯州奥斯汀(Austin)<strong>推出了基于人工智能训练的</strong>Robotaxi(自动驾驶出租车)服务。</p><p style=\"text-align: left;\">目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。</p><p style=\"text-align: left;\">与此同时,投资者也十分关注特斯拉最新版本的人形机器人 <strong>Optimus</strong> 的进展。</p><p style=\"text-align: left;\">未来几个月,<strong>人工智能业务仍将是影响特斯拉股价的重要因素</strong>。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。</p><p style=\"text-align: left;\">对于特斯拉投资者而言,接下来最值得关注的事件将是<strong>7月22日</strong>公布的第二季度财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion","09766":"南方两倍做多特斯拉-U","TSLI":"2倍做多TSLA ETF-ProShares","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLG":"2倍做多TSLA ETF-Leverage Shares","TLA":"GraniteShares Autocallable TSLA ETF","09366":"XI二南特斯-U","07766":"南方两倍做多特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","TSLY":"TSLA期权收益策略ETF-YieldMax","TSII":"REX TSLA Growth & Income ETF","TSLW":"TSLA周配息ETF-Roundhill","TSLT":"2倍做多TSLA ETF-T-Rex","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","TSLQ":"2倍做空TSLA ETF-Tradr","TSLP":"TSLA收益溢价策略ETF-Kurv","TSYY":"收益增强TSLA ETF-GraniteShares","07366":"XI二南特斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104777737","content_text":"Tesla( 特斯拉,TSLA) 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。周四盘前,这家电动汽车制造商公布,第二季度共交付 480,126辆 汽车,高于去年同期的 384,122辆。相比之下,华尔街此前普遍预计交付量约为 406,000辆。然而,截至目前,特斯拉股价下跌 逾 5%。股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。在交付数据公布之前,特斯拉股价本周累计已上涨 12%,这表明市场此前已随着交付预期改善而提前推高了股价。华尔街普遍预计第二季度交付量约为 406,000辆,但包括 Barclays(巴克莱) 和 JPMorgan(摩根大通) 在内的一些机构近期已将预测上调至 约420,000辆。此外,知名特斯拉销量预测分析师 Troy Teslike 此前预计,公司第二季度交付量将达到 466,000辆。即便如此,超过48万辆 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。作为对比,特斯拉在 2025年第二季度 共交付约 384,000辆 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。特斯拉全年交付量曾在 2023年 达到约 180万辆 的峰值,随后在 2024年 和 2025年 连续下滑。市场目前预计,特斯拉将在 2026年 恢复增长,全年电动车交付量约为 170万辆,高于 2025年 约 160万辆 的水平。导致销量放缓的原因包括:特斯拉最终决定不推出一款全新的低价电动车;美国 7,500美元电动车购车税收抵免 于9月取消,使美国消费者购买电动车的成本上升、负担加重。不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。由于美伊冲突扰乱全球石油供应,基准汽油价格在5月份升至 每加仑4.60美元,较此前上涨约 1.60美元,这在一定程度上提升了电动车的吸引力。尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了人工智能(AI)。特斯拉约一年前在美国得克萨斯州奥斯汀(Austin)推出了基于人工智能训练的Robotaxi(自动驾驶出租车)服务。目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。与此同时,投资者也十分关注特斯拉最新版本的人形机器人 Optimus 的进展。未来几个月,人工智能业务仍将是影响特斯拉股价的重要因素。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。对于特斯拉投资者而言,接下来最值得关注的事件将是7月22日公布的第二季度财报。","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSII":0.6,"TSLL":0.6,"TSL":0.6,"09366":0.6,"TSLG":0.6,"TSLO":0.6,"TSLW":0.6,"TSLP":0.6,"TSLR":0.6,"TSLT":0.6,"TSLS":0.6,"07366":0.6,"TSLA":2,"TSLI":0.6,"TSLZ":0.6,"TSLY":0.6,"TESL":0.6,"TLA":0.6,"07766":0.6,"CRSH":0.6,"09766":0.6,"TEST":0.6,"TSLQ":0.6,"TSYY":0.6}},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":581525581472688,"gmtCreate":1783005454559,"gmtModify":1783005456455,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","listText":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","text":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581525581472688","repostId":"2648504426","repostType":2,"repost":{"id":"2648504426","kind":"highlight","pubTimestamp":1782991867,"share":"https://www.laohu8.com/m/news/2648504426?lang=zh_CN&edition=full","pubTime":"2026-07-02 19:31","market":"sh","language":"zh","title":"静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2648504426","media":"智通财经网","summary":"自下周二起,投资者预计将迎来关于SpaceX的大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由<a href=\"https://laohu8.com/S/GS\">高盛</a>集团牵头、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、美国银行、花旗集团和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/RILY\">B. Riley</a> Wealth首席市场策略师阿特·霍根表示:“所有人都在谈论这家公司在2030年可能达到的高度,而非未来12个月的现实表现。这是一项着眼更遥远未来的投资,但你的目光仍需跨越四年之久。”</p><p style=\"text-align: left;\">判断SpaceX合理价值的难题,在于其当前财务数据与不远的将来预期之间存在巨大鸿沟。根据未参与此次IPO的机构分析师的少数早期估算,这家全称为Space Exploration Technologies Corp.的公司预计2026年营收约为360亿美元,且目前尚未实现盈利。</p><p style=\"text-align: left;\">汇编数据显示,按照未来12个月预期营收计算,SpaceX的市销率高达41倍。作为参照,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中该指标最高的<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies(PLTR.US)也不过32倍;而苹果(AAPL.US)和微软(MSFT.US)均低于预期销售额的9倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0f321bf6f960dbb5758cbfc8bcb27d\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">Allspring Global Investments成长股团队高级投资组合经理罗伯特·格伦迪克表示:“该公司的大量未来价值仍寄望于某种程度上尚属遥远的收入流。这注定会导致其股价波动远大于大多数更为成熟稳定的企业。”</p><p style=\"text-align: left;\"><strong>“我可能活不到那一天”</strong></p><p style=\"text-align: left;\">为了弥合SpaceX当前估值与现实之间的鸿沟,华尔街一直在极力渲染其激进的增长路径。高盛研究团队预计,该公司2030年总营收将达到4740亿美元。<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师则预期,2031年销售额有望突破1万亿美元。而据报道,摩根士丹利分析师认为2040年营收可能高达3.4万亿美元。</p><p style=\"text-align: left;\">First New York投资组合经理兼宏观交易员维克伦·拉伊对此调侃道:“我可能活不到那一天。当预测被推至如此遥远的未来时,根本无从验证。”</p><p style=\"text-align: left;\">正因如此,本轮密集出炉的券商研报将至关重要——这些报告应当包含更为具体的短期预测和量化指标,为投资者在评估这只迅速成为市场最热门股票之一时提供比较基准。</p><p style=\"text-align: left;\">该股于6月11日以135美元发行,次日开盘价为150美元,随后迅速飙升。6月16日,SpaceX收于201.80美元,市值达2.6万亿美元,跃居全球第六大公司。然而此后势头逆转。周三,该股收于157.54美元,市值跌破2.1万亿美元,较峰值回落22%,已逼近IPO后开盘价附近。</p><p style=\"text-align: left;\">目前华尔街整体偏向看多。追踪该股的12位分析师中有8人给予“买入”评级。未来12个月的目标价从165美元至401美元不等,平均目标价为223美元,较周三收盘价高出41%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79dac8e56d47f030270d6f18a6702f32\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">已公布的预估显示,SpaceX有望在2028年实现小幅盈利,营收将翻两番至1600亿美元。但据行业研究分析师乔治·弗格森及其团队测算,即便到2030年销售额激增8倍,该股市值仍将比那些营收高出数倍的科技巨头更为昂贵。</p><p style=\"text-align: left;\">他们在6月30日的研报中写道:“根据我们的模型,尽管未来五年营收和利润预计将大幅攀升,SpaceX的估值仍然偏高。即使到2030年销售额增长近9倍、EBITDA增长17倍,模型显示其估值仍将超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等盈利巨头2026年的估值水平。”</p><p style=\"text-align: left;\"><strong>“超越完美的定价”</strong></p><p style=\"text-align: left;\">这也在一定程度上解释了部分分析师的怀疑态度。Morningstar的尼古拉斯·欧文斯给予该股“卖出”评级;Argus以“持有”覆盖,称SpaceX的估值倍数可能需要数年才能回归更正常水平;CFRA分析师基思·斯奈德则给出“卖出”评级,12个月目标价仅为115美元,低于发行价,理由是公司估值过高且资本密集度显著。</p><p style=\"text-align: left;\">斯奈德在6月12日的研报中写道:“当前的投资逻辑要求投资者同时为多个难以兑现的预期背书。”SpaceX之所以难以估值,是因为它不易与传统航空航天企业、卫星运营商、电信服务商、云基础设施制造商或AI模型公司进行横向比较。</p><p style=\"text-align: left;\">他进一步指出:“SpaceX是一家卓越的公司,但如果估值已过度计入未来成功,即便卓越的公司也可能成为缺乏吸引力的投资。”</p><p style=\"text-align: left;\">更添戏剧性的是,分析师静默期结束恰逢SpaceX被纳入纳斯达克100指数。考虑到大量追踪这一科技股基准的基金,此举将为该股带来可观的买盘支撑——据测算,此次纳入预计将推动49亿美元的买盘资金入场。</p><p style=\"text-align: left;\">科技研究公司New Constructs首席执行官戴维·特雷纳认为,这一时间安排有利于最大限度地减少股价波动。不过,他仍告诫投资者保持谨慎,因为公司市值已严重脱离基本面。</p><p style=\"text-align: left;\">“它的定价已经完美到超越现实,甚至超出了这个世界,”他表示。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 19:31 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1462491.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由高盛集团牵头、摩根士丹利、美国银行、花旗集团和摩根大通等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1462491.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/204deea95548090ff5aad7c01fcebb6f","relate_stocks":{"SPCH":"2倍做多SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAL":"2倍做多Space X ETF-GraniteShares","UFO":"Procure Space ETF","SPCF":"2倍做多SpaceX ETF-ProShares","BK4089":"非传统电信运营商","SPAX":"2倍做多SPACEX ETF-T-REX","SPCM":"2倍做多SpaceX ETF-Tradr","XOVR":"ERShares Private-Public Crossover ETF","SPCG":"2倍做空SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LOFF":"2倍做多SpaceX ETF-Direxion","BK4615":"SpaceX概念","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance"},"source_url":"http://www.zhitongcaijing.com/content/detail/1462491.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2648504426","content_text":"智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由高盛集团牵头、摩根士丹利、美国银行、花旗集团和摩根大通等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。B. Riley Wealth首席市场策略师阿特·霍根表示:“所有人都在谈论这家公司在2030年可能达到的高度,而非未来12个月的现实表现。这是一项着眼更遥远未来的投资,但你的目光仍需跨越四年之久。”判断SpaceX合理价值的难题,在于其当前财务数据与不远的将来预期之间存在巨大鸿沟。根据未参与此次IPO的机构分析师的少数早期估算,这家全称为Space Exploration Technologies Corp.的公司预计2026年营收约为360亿美元,且目前尚未实现盈利。汇编数据显示,按照未来12个月预期营收计算,SpaceX的市销率高达41倍。作为参照,标普500指数中该指标最高的Palantir Technologies(PLTR.US)也不过32倍;而苹果(AAPL.US)和微软(MSFT.US)均低于预期销售额的9倍。Allspring Global Investments成长股团队高级投资组合经理罗伯特·格伦迪克表示:“该公司的大量未来价值仍寄望于某种程度上尚属遥远的收入流。这注定会导致其股价波动远大于大多数更为成熟稳定的企业。”“我可能活不到那一天”为了弥合SpaceX当前估值与现实之间的鸿沟,华尔街一直在极力渲染其激进的增长路径。高盛研究团队预计,该公司2030年总营收将达到4740亿美元。Evercore ISI分析师则预期,2031年销售额有望突破1万亿美元。而据报道,摩根士丹利分析师认为2040年营收可能高达3.4万亿美元。First New York投资组合经理兼宏观交易员维克伦·拉伊对此调侃道:“我可能活不到那一天。当预测被推至如此遥远的未来时,根本无从验证。”正因如此,本轮密集出炉的券商研报将至关重要——这些报告应当包含更为具体的短期预测和量化指标,为投资者在评估这只迅速成为市场最热门股票之一时提供比较基准。该股于6月11日以135美元发行,次日开盘价为150美元,随后迅速飙升。6月16日,SpaceX收于201.80美元,市值达2.6万亿美元,跃居全球第六大公司。然而此后势头逆转。周三,该股收于157.54美元,市值跌破2.1万亿美元,较峰值回落22%,已逼近IPO后开盘价附近。目前华尔街整体偏向看多。追踪该股的12位分析师中有8人给予“买入”评级。未来12个月的目标价从165美元至401美元不等,平均目标价为223美元,较周三收盘价高出41%。已公布的预估显示,SpaceX有望在2028年实现小幅盈利,营收将翻两番至1600亿美元。但据行业研究分析师乔治·弗格森及其团队测算,即便到2030年销售额激增8倍,该股市值仍将比那些营收高出数倍的科技巨头更为昂贵。他们在6月30日的研报中写道:“根据我们的模型,尽管未来五年营收和利润预计将大幅攀升,SpaceX的估值仍然偏高。即使到2030年销售额增长近9倍、EBITDA增长17倍,模型显示其估值仍将超过微软、Meta(META.US)、谷歌(GOOGL.US)和亚马逊(AMZN.US)等盈利巨头2026年的估值水平。”“超越完美的定价”这也在一定程度上解释了部分分析师的怀疑态度。Morningstar的尼古拉斯·欧文斯给予该股“卖出”评级;Argus以“持有”覆盖,称SpaceX的估值倍数可能需要数年才能回归更正常水平;CFRA分析师基思·斯奈德则给出“卖出”评级,12个月目标价仅为115美元,低于发行价,理由是公司估值过高且资本密集度显著。斯奈德在6月12日的研报中写道:“当前的投资逻辑要求投资者同时为多个难以兑现的预期背书。”SpaceX之所以难以估值,是因为它不易与传统航空航天企业、卫星运营商、电信服务商、云基础设施制造商或AI模型公司进行横向比较。他进一步指出:“SpaceX是一家卓越的公司,但如果估值已过度计入未来成功,即便卓越的公司也可能成为缺乏吸引力的投资。”更添戏剧性的是,分析师静默期结束恰逢SpaceX被纳入纳斯达克100指数。考虑到大量追踪这一科技股基准的基金,此举将为该股带来可观的买盘支撑——据测算,此次纳入预计将推动49亿美元的买盘资金入场。科技研究公司New Constructs首席执行官戴维·特雷纳认为,这一时间安排有利于最大限度地减少股价波动。不过,他仍告诫投资者保持谨慎,因为公司市值已严重脱离基本面。“它的定价已经完美到超越现实,甚至超出了这个世界,”他表示。","news_type":1,"symbols_score_info":{"SPCM":0.6,"SPCU":1.5,"SPCX":1.5,"SPCG":0.6,"SPCQ":0.6,"SPAL":1.5,"SPCF":0.6,"LOFF":0.6,"SPCH":0.6,"UFO":0.6,"SNK":1.5,"SPAX":0.6,"XOVR":1.5,"SSPC":0.6}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581229772801224,"gmtCreate":1782931973530,"gmtModify":1782931975644,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"车主教育最好的品牌,也是唯一起诉车主的好企业","listText":"车主教育最好的品牌,也是唯一起诉车主的好企业","text":"车主教育最好的品牌,也是唯一起诉车主的好企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581229772801224","repostId":"2648654612","repostType":2,"repost":{"id":"2648654612","kind":"news","pubTimestamp":1782910252,"share":"https://www.laohu8.com/m/news/2648654612?lang=zh_CN&edition=full","pubTime":"2026-07-01 20:50","market":"us","language":"zh","title":"特斯拉6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2648654612","media":"IT之家","summary":"IT之家注意到,此次回暖之前,特斯拉在欧洲市场经历了一段低迷期。法国一直是特斯拉的业绩亮点。但挪威市场走势与整体行情相悖。行业数据机构 OFV 统计显示,6 月特斯拉挪威新车注册量同比大跌 43%。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。","content":"<html><body><p>7 月 1 日消息,据路透社报道,最新公布的数据显示,6 月<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲多个市场的新车注册量均实现上涨。</p><p><img src=\"https://x0.ifengimg.com/res/2026/EA603B69A72F88B958C6FA23E336D4185F32ECED_size29_w640_h331.jpg\"/></p><p>新车注册量可作为销量参考指标。丹麦汽车统计网站 bilstatistik.dk、瑞典出行协会 Mobility Sweden 与西班牙汽车制造商协会 ANFAC 的数据显示,6 月特斯拉在丹麦注册量大涨 39%,瑞典涨幅达 56%,西班牙增长 5.6%;而法国汽车行业协会 PFA 的数据则显示,特斯拉在法注册量同比翻番以上。</p><p>IT之家注意到,此次回暖之前,特斯拉在欧洲市场经历了一段低迷期。去年,中国品牌抢占市场份额、特斯拉自身车型<a href=\"https://laohu8.com/S/301365\">矩阵</a>单一,再加上部分消费者对公司首席执行官埃隆 · 马斯克的政治立场心存抵触,特斯拉在欧洲的市场占有率持续下滑。</p><p>法国一直是特斯拉的业绩亮点。ING Research 高级经济学家里科 · 卢曼表示,法国电动汽车补贴政策、企业车队电动化提速共同拉动了当地需求,同时特斯拉也逐步摆脱了去年围绕马斯克引发的舆论负面影响。</p><p>但挪威市场走势与整体行情相悖。行业数据机构 OFV 统计显示,6 月特斯拉挪威新车注册量同比大跌 43%。卢曼分析称,挪威此前出台力度极大的新能源购车激励政策,大量消费者赶在 2026 年税收优惠缩减前提前购车,透支了消费需求,因此今年当地新能源车市场短期陷入低迷。</p><p>6 月市场注册数据也为特斯拉即将公布的季度交付数据奠定了基调。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。欧洲汽车制造商协会(ACEA)数据显示,受油价走高推动消费者转向电车,5 月欧洲纯电动汽车注册量同比上涨 39.1%。</p><p>欧洲两大汽车市场英国与德国,将于本周晚些时候公布 6 月新车注册数据。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌</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6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-01 20:50 北京时间 <a href=https://tech.ifeng.com/c/8uPdLuJtH58><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7 月 1 日消息,据路透社报道,最新公布的数据显示,6 月特斯拉在欧洲多个市场的新车注册量均实现上涨。新车注册量可作为销量参考指标。丹麦汽车统计网站 bilstatistik.dk、瑞典出行协会 Mobility Sweden 与西班牙汽车制造商协会 ANFAC 的数据显示,6 月特斯拉在丹麦注册量大涨 39%,瑞典涨幅达 56%,西班牙增长 5.6%;而法国汽车行业协会 PFA 的数据则显示,...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uPdLuJtH58\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLQ":"2倍做空TSLA ETF-Tradr","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLT":"2倍做多TSLA ETF-T-Rex","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) 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月市场注册数据也为特斯拉即将公布的季度交付数据奠定了基调。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。欧洲汽车制造商协会(ACEA)数据显示,受油价走高推动消费者转向电车,5 月欧洲纯电动汽车注册量同比上涨 39.1%。欧洲两大汽车市场英国与德国,将于本周晚些时候公布 6 月新车注册数据。","news_type":1,"symbols_score_info":{"TSLW":0.6,"TSLG":0.6,"TSDD":0.6,"TSII":0.6,"07366":0.6,"TSLA":1.97,"TSL":0.6,"09766":0.6,"TSYY":0.6,"TESL":0.6,"TSLP":0.6,"07766":0.6,"09366":0.6,"TLA":0.6,"TSLT":0.6,"CRSH":0.6,"TSLI":0.6,"TSLZ":0.6,"TSLY":0.6,"TSLS":0.6,"TEST":0.6,"TSLR":0.6,"TSLO":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580677889463216,"gmtCreate":1782797155363,"gmtModify":1782797157236,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心] ","listText":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心] ","text":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580677889463216","repostId":"1125667694","repostType":2,"repost":{"id":"1125667694","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":1782746247,"share":"https://www.laohu8.com/m/news/1125667694?lang=zh_CN&edition=full","pubTime":"2026-06-29 23:17","market":"us","language":"zh","title":"美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1125667694","media":"老虎资讯综合","summary":"投资者正在等待特斯拉于周四公布第二季度交付数据。AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。特斯拉还持有SpaceX的一小部分股权。这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。SpaceX于6月初完成了史上最大规模的首次公开募股。","content":"<html><head></head><body><p style=\"text-align: left;\">在经历了艰难的一周后,特斯拉股价周一美股早盘上涨。首席执行官埃隆·马斯克的推文可能起到了助推作用。</p><p style=\"text-align: left;\">这家电动汽车制造商的股价早盘上涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ceca205cdf75b6be87a6c65c9dde5894\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/>此次上涨并无太多基本面消息支撑——没有华尔街的上调或下调评级。投资者正在等待特斯拉于周四公布第二季度交付数据。根据FactSet的数据,分析师预计交付量约为40.9万辆,高于2025年第二季度的约38.4万辆。</p><p style=\"text-align: left;\">大盘也起到了助推作用。标普500指数和道琼斯工业平均指数分别上涨0.8%和0.3%。</p><p style=\"text-align: left;\">马斯克似乎也在提供助力。他周一发推文称,特斯拉正在向搭载AI3硬件的车主推送新版全自动驾驶(FSD)驾驶辅助硬件。</p><p style=\"text-align: left;\">AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。AI4相当于更优秀、更强大的计算机,能够运行更高级的应用程序。<br/>"干得好,[特斯拉AI团队]!"马斯克写道。"AI3计算机的有效内存带宽仅为AI4的15%左右,因此这是一项艰巨的挑战。"</p><p style=\"text-align: left;\">对投资者而言,这意味着搭载AI3硬件的特斯拉车主可能会有动力以每月99美元的价格订阅FSD服务。FSD在大多数时间能够完成大部分驾驶操作,但仍需全程人工监督。</p><p style=\"text-align: left;\">马斯克还在周日发推文称,SpaceX的Grok 4.5人工智能模型"或许"优于Anthropic的产品。</p><p style=\"text-align: left;\">他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。双方正合作开发可在闲置特斯拉车载算力上运行的人工智能应用。它们还在共同建设一座名为TeraFab的半导体制造设施。</p><p style=\"text-align: left;\">特斯拉还持有SpaceX的一小部分股权。当然,埃隆·马斯克同时掌管着这两家公司。</p><p style=\"text-align: left;\">这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。是否会成真无人能预测。如果实现,这将是史上规模最大的并购。SpaceX于6月初完成了史上最大规模的首次公开募股。</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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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美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-29 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在经历了艰难的一周后,特斯拉股价周一美股早盘上涨。首席执行官埃隆·马斯克的推文可能起到了助推作用。</p><p style=\"text-align: left;\">这家电动汽车制造商的股价早盘上涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ceca205cdf75b6be87a6c65c9dde5894\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/>此次上涨并无太多基本面消息支撑——没有华尔街的上调或下调评级。投资者正在等待特斯拉于周四公布第二季度交付数据。根据FactSet的数据,分析师预计交付量约为40.9万辆,高于2025年第二季度的约38.4万辆。</p><p style=\"text-align: left;\">大盘也起到了助推作用。标普500指数和道琼斯工业平均指数分别上涨0.8%和0.3%。</p><p style=\"text-align: left;\">马斯克似乎也在提供助力。他周一发推文称,特斯拉正在向搭载AI3硬件的车主推送新版全自动驾驶(FSD)驾驶辅助硬件。</p><p style=\"text-align: left;\">AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。AI4相当于更优秀、更强大的计算机,能够运行更高级的应用程序。<br/>"干得好,[特斯拉AI团队]!"马斯克写道。"AI3计算机的有效内存带宽仅为AI4的15%左右,因此这是一项艰巨的挑战。"</p><p style=\"text-align: left;\">对投资者而言,这意味着搭载AI3硬件的特斯拉车主可能会有动力以每月99美元的价格订阅FSD服务。FSD在大多数时间能够完成大部分驾驶操作,但仍需全程人工监督。</p><p style=\"text-align: left;\">马斯克还在周日发推文称,SpaceX的Grok 4.5人工智能模型"或许"优于Anthropic的产品。</p><p style=\"text-align: left;\">他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。双方正合作开发可在闲置特斯拉车载算力上运行的人工智能应用。它们还在共同建设一座名为TeraFab的半导体制造设施。</p><p style=\"text-align: left;\">特斯拉还持有SpaceX的一小部分股权。当然,埃隆·马斯克同时掌管着这两家公司。</p><p style=\"text-align: left;\">这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。是否会成真无人能预测。如果实现,这将是史上规模最大的并购。SpaceX于6月初完成了史上最大规模的首次公开募股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLI":"2倍做多TSLA ETF-ProShares","07366":"XI二南特斯","TSLL":"2倍做多TSLA ETF-Direxion","TSLG":"2倍做多TSLA ETF-Leverage 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","listText":"两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑] ","text":"两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578616154665224","repostId":"2645985731","repostType":2,"repost":{"id":"2645985731","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782266068,"share":"https://www.laohu8.com/m/news/2645985731?lang=zh_CN&edition=full","pubTime":"2026-06-24 09:54","market":"us","language":"zh","title":"马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645985731","media":"华尔街见闻","summary":"华尔街押注特斯拉与SpaceX合并,打造可比肩英伟达、苹果的科技巨无霸。Baird分析师预测二者合并交易将在12至18个月内落地,发生概率超过80%。另有分析指出,收购溢价促使近期特斯拉股价相对坚挺,合并若落空,马斯克溢价消失,特斯拉估值就只能依靠基本面。","content":"<html><head></head><body><p style=\"text-align: left;\">马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。</p><p style=\"text-align: left;\">SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>比肩的科技巨无霸。</p><p style=\"text-align: left;\">这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。</p><p style=\"text-align: left;\">Baird分析师Ben Kallo将两家公司合并称为"终极结局",并预测交易将在12至18个月内落地,发生概率超过80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95f5c15c1531f834327964bbf26dee7d\" data-align=\"center\" tg-width=\"1111\" tg-height=\"765\"/><span></span></p><h2 style=\"text-align: left;\">合并叙事提振市场情绪</h2><p style=\"text-align: left;\">SpaceX的上市改变了市场对特斯拉的叙事逻辑。</p><p style=\"text-align: left;\">Tigress <a href=\"https://laohu8.com/S/FLPRF\">Financial Partners</a>首席投资官Ivan Feinseth将此次IPO定性为特斯拉的"叙事催化剂"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:</p><blockquote><p style=\"text-align: left;\">"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。"</p></blockquote><p style=\"text-align: left;\">Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Semi商业化落地以及能源业务新产品。</p><h2 style=\"text-align: left;\">人工智能构成关键交集,估值落差是最大障碍</h2><p style=\"text-align: left;\">尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。</p><p style=\"text-align: left;\">SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方"从更大规模中共同受益"。</p><p style=\"text-align: left;\">任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:</p><blockquote><p style=\"text-align: left;\">"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。"</p></blockquote><p style=\"text-align: left;\">他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。</p><p style=\"text-align: left;\">Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,"如果一年内达成交易,我们也不会感到惊讶"。</p><h2 style=\"text-align: left;\">合并若落空,马斯克溢价消失,特斯拉要靠基本面</h2><p style=\"text-align: left;\">在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:</p><blockquote><p style=\"text-align: left;\">"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。"</p></blockquote><p style=\"text-align: left;\">Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。</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>马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%</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{ 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}\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马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-24 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。</p><p style=\"text-align: left;\">SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>比肩的科技巨无霸。</p><p style=\"text-align: left;\">这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。</p><p style=\"text-align: left;\">Baird分析师Ben Kallo将两家公司合并称为"终极结局",并预测交易将在12至18个月内落地,发生概率超过80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95f5c15c1531f834327964bbf26dee7d\" data-align=\"center\" tg-width=\"1111\" tg-height=\"765\"/><span></span></p><h2 style=\"text-align: left;\">合并叙事提振市场情绪</h2><p style=\"text-align: left;\">SpaceX的上市改变了市场对特斯拉的叙事逻辑。</p><p style=\"text-align: left;\">Tigress <a href=\"https://laohu8.com/S/FLPRF\">Financial Partners</a>首席投资官Ivan Feinseth将此次IPO定性为特斯拉的"叙事催化剂"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:</p><blockquote><p style=\"text-align: left;\">"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。"</p></blockquote><p style=\"text-align: left;\">Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Semi商业化落地以及能源业务新产品。</p><h2 style=\"text-align: left;\">人工智能构成关键交集,估值落差是最大障碍</h2><p style=\"text-align: left;\">尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。</p><p style=\"text-align: left;\">SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方"从更大规模中共同受益"。</p><p style=\"text-align: left;\">任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:</p><blockquote><p style=\"text-align: left;\">"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。"</p></blockquote><p style=\"text-align: left;\">他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。</p><p style=\"text-align: left;\">Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,"如果一年内达成交易,我们也不会感到惊讶"。</p><h2 style=\"text-align: left;\">合并若落空,马斯克溢价消失,特斯拉要靠基本面</h2><p style=\"text-align: left;\">在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:</p><blockquote><p style=\"text-align: left;\">"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。"</p></blockquote><p style=\"text-align: left;\">Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c3f0edd41b93cda779590a42e8c89ee","relate_stocks":{"TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSLI":"2倍做多TSLA ETF-ProShares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLO":"2倍上限加速TSLA ETF-Leverage 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EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3775343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645985731","content_text":"马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与英伟达、谷歌和苹果比肩的科技巨无霸。这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。Baird分析师Ben Kallo将两家公司合并称为\"终极结局\",并预测交易将在12至18个月内落地,发生概率超过80%。合并叙事提振市场情绪SpaceX的上市改变了市场对特斯拉的叙事逻辑。Tigress Financial Partners首席投资官Ivan Feinseth将此次IPO定性为特斯拉的\"叙事催化剂\"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:\"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。\"Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、Tesla Semi商业化落地以及能源业务新产品。人工智能构成关键交集,估值落差是最大障碍尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方\"从更大规模中共同受益\"。任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:\"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。\"他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,\"如果一年内达成交易,我们也不会感到惊讶\"。合并若落空,马斯克溢价消失,特斯拉要靠基本面在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:\"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。\"Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。","news_type":1,"symbols_score_info":{"LOFF":0.6,"SPCQ":0.6,"TSLO":0.6,"TESL":0.6,"SPCH":0.6,"TSDD":0.6,"TSLG":0.6,"TSLQ":0.6,"SPCG":0.6,"CRSH":0.6,"TSYY":0.6,"SPCM":0.6,"TSII":0.6,"SPCX":2,"SPCF":0.6,"TSLI":0.6,"SNK":0.6,"TEST":0.6,"SPCU":0.6,"TSLS":0.6,"TSLR":0.6,"TSLA":1.96,"09366":0.6,"TLA":0.6,"09766":0.6,"SSPC":0.6,"07366":0.6,"TSLZ":0.6,"TSLT":0.6,"TSLY":0.6,"TSLW":0.6,"TSLP":0.6,"TSL":0.6,"07766":0.6,"SPAX":0.6,"SPAL":0.6}},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578270052470984,"gmtCreate":1782188367707,"gmtModify":1782189076854,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心] ","listText":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心] ","text":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578270052470984","repostId":"1113114993","repostType":2,"repost":{"id":"1113114993","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":1781999369,"share":"https://www.laohu8.com/m/news/1113114993?lang=zh_CN&edition=full","pubTime":"2026-06-21 07:49","market":"us","language":"zh","title":"SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发","url":"https://stock-news.laohu8.com/highlight/detail?id=1113114993","media":"老虎资讯综合","summary":"SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。SpaceX 股票的期权于周二推出,交易量也异常庞大。富时罗素表示,SpaceX 将在 12 月接受全面评估。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。这次债券发售将是 SpaceX 首次发行投资级美元债券。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。</p></li><li><p style=\"text-align: left;\">分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。</p></li><li><p style=\"text-align: left;\">SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。</p></li></ul><p style=\"text-align: left;\">SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。</p><p style=\"text-align: left;\">在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6cf956b6aa4375cd7e037c0565e2fbf\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。</p><p style=\"text-align: left;\">ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。</p><p style=\"text-align: left;\">最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。</p><p style=\"text-align: left;\">研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。</p><p style=\"text-align: left;\">新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。</p><p style=\"text-align: left;\">周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。</p><p style=\"text-align: left;\">一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。</p><p style=\"text-align: left;\">根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。</p><p style=\"text-align: left;\">Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”</p><p style=\"text-align: left;\">博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。</p><p style=\"text-align: left;\">Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”</p><p style=\"text-align: left;\">据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。</p><p style=\"text-align: left;\">该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。</p><p style=\"text-align: left;\">这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。</p><p style=\"text-align: left;\">奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。</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>SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-21 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。</p></li><li><p style=\"text-align: left;\">分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。</p></li><li><p style=\"text-align: left;\">SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。</p></li></ul><p style=\"text-align: left;\">SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。</p><p style=\"text-align: left;\">在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6cf956b6aa4375cd7e037c0565e2fbf\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。</p><p style=\"text-align: left;\">ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。</p><p style=\"text-align: left;\">最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。</p><p style=\"text-align: left;\">研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。</p><p style=\"text-align: left;\">新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。</p><p style=\"text-align: left;\">周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。</p><p style=\"text-align: left;\">一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。</p><p style=\"text-align: left;\">根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。</p><p style=\"text-align: left;\">Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”</p><p style=\"text-align: left;\">博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。</p><p style=\"text-align: left;\">Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”</p><p style=\"text-align: left;\">据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。</p><p style=\"text-align: left;\">该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。</p><p style=\"text-align: left;\">这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。</p><p style=\"text-align: left;\">奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a43a56d11bab91896a3215ef622b09e4","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","SPAX":"2倍做多SPACEX ETF-T-REX"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113114993","content_text":"要点SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。","news_type":1,"symbols_score_info":{"LOFF":0.6,"SPCQ":0.6,"SPAL":0.6,"SPCG":0.6,"SPCF":0.6,"SNK":0.6,"SSPC":0.6,"SPCH":0.6,"SPCU":0.6,"SPAX":0.6,"SPCM":0.6,"SPCX":2}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576403610949680,"gmtCreate":1781747087986,"gmtModify":1781747895941,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"新型庞氏骗局,不找新的人接盘自己怎么跑路","listText":"新型庞氏骗局,不找新的人接盘自己怎么跑路","text":"新型庞氏骗局,不找新的人接盘自己怎么跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576403610949680","repostId":"2644740388","repostType":2,"repost":{"id":"2644740388","kind":"news","pubTimestamp":1781711400,"share":"https://www.laohu8.com/m/news/2644740388?lang=zh_CN&edition=full","pubTime":"2026-06-17 23:50","market":"hk","language":"zh","title":"散户热情降温,SpaceX上市后的历史性涨势正失去部分动能","url":"https://stock-news.laohu8.com/highlight/detail?id=2644740388","media":"环球市场播报","summary":"此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的英伟达、Alphabet、亚马逊、微软、Meta、景顺QQQ Trust交易所交易基金以及道富SPDR标普500指数ETF的合计数量大致相当。 经历今天的行情后,SpaceX的市值已回落至亚马逊之下。","content":"<html><body><div>\n<p> SpaceX现跌近4%。此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。</p>\n<p> 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。此前,普通交易员争相买入这家火箭公司股票的买单热潮堪称史无前例。</p>\n<p> 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>、<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/03455\">景顺QQQ</a> Trust交易所交易基金以及道富SPDR<a href=\"https://laohu8.com/S/161125\">标普500</a>指数ETF的合计数量大致相当。</p>\n<p> Vanda的分析师写道:“我们已经找不到足够的溢美之词来形容散户对SpaceX的热情了。”</p>\n<p> 经历今天的行情后,SpaceX的市值已回落至亚马逊之下。该公司目前是美国第六大上市公司。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:李桐 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>散户热情降温,SpaceX上市后的历史性涨势正失去部分动能</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散户热情降温,SpaceX上市后的历史性涨势正失去部分动能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-17 23:50 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inictxkf6819703.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX现跌近4%。此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。\n 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。此前,普通交易员争相买入这家火箭公司股票的买单热潮堪称史无前例。\n 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的英伟达、Alphabet、亚马逊、微软、Meta、景顺QQQ Trust交易所...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inictxkf6819703.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4615":"SpaceX概念","SPCM":"2倍做多SpaceX ETF-Tradr","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","IPOS":"Renaissance International IPO ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","UFO":"Procure Space ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares","XOVR":"ERShares Private-Public Crossover ETF","SPCG":"2倍做空SpaceX ETF-Tradr","BK4089":"非传统电信运营商","DXYZ":"Destiny Tech100 Inc","SPCU":"2倍做多SpaceX ETF-Defiance"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inictxkf6819703.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2644740388","content_text":"SpaceX现跌近4%。此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。\n 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。此前,普通交易员争相买入这家火箭公司股票的买单热潮堪称史无前例。\n 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的英伟达、Alphabet、亚马逊、微软、Meta、景顺QQQ Trust交易所交易基金以及道富SPDR标普500指数ETF的合计数量大致相当。\n Vanda的分析师写道:“我们已经找不到足够的溢美之词来形容散户对SpaceX的热情了。”\n 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","text":"$特斯拉(TSLA)$ 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/317753425187072","isVote":1,"tweetType":1,"viewCount":8308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","text":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","html":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 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机器人,自动出租依然是块没有盈利的饼,继续下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 488接盘的兄弟也太可怜了,估计得等一两年了(前提是马大炮靠谱)光靠梦想果然不行啊,还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了,那么多优惠政策也完不成任务[开心] 机器人,自动出租依然是块没有盈利的饼,继续下跌","text":"$特斯拉(TSLA)$ 488接盘的兄弟也太可怜了,估计得等一两年了(前提是马大炮靠谱)光靠梦想果然不行啊,还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了,那么多优惠政策也完不成任务[开心] 机器人,自动出租依然是块没有盈利的饼,继续下跌","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/388293509525656","isVote":1,"tweetType":1,"viewCount":11401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/5f6049b2d05961871c854c34053f3cba","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"content":"长期看好,FSD和cyber truck 落地中国的时候,就是股价上涨到1000的时候。","text":"长期看好,FSD和cyber truck 落地中国的时候,就是股价上涨到1000的时候。","html":"长期看好,FSD和cyber truck 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Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 得到十块以下了,半导体行业挺害怕通胀和衰退的","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 得到十块以下了,半导体行业挺害怕通胀和衰退的","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 得到十块以下了,半导体行业挺害怕通胀和衰退的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/420633987400264","isVote":1,"tweetType":1,"viewCount":5454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457299282858406","idStr":"3457299282858406"},"content":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","text":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","html":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅"},{"author":{"id":"4092899621702560","authorId":"4092899621702560","name":"pzxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4092899621702560","idStr":"4092899621702560"},"content":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","text":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","html":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289300674449728,"gmtCreate":1711652947561,"gmtModify":1711652949220,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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转灯成功,下周迎接销量暴击开始新一波下[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/289300674449728","isVote":1,"tweetType":1,"viewCount":5472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?","text":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?","html":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","text":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","html":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420853731193344,"gmtCreate":1743778133261,"gmtModify":1743778149609,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","text":"$特斯拉(TSLA)$ 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","images":[{"img":"https://static.tigerbbs.com/f8db30745c5d43a8654eb5f4ea465191","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/420853731193344","isVote":1,"tweetType":1,"viewCount":4774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"下周还能继续做空特斯拉吗??","text":"下周还能继续做空特斯拉吗??","html":"下周还能继续做空特斯拉吗??"},{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3461586073682313","idStr":"3461586073682313"},"content":"这么下去,做空特斯拉,财富自由了","text":"这么下去,做空特斯拉,财富自由了","html":"这么下去,做空特斯拉,财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}