ych_3610的个人主页 - 老虎社区

ych_3610

ych_3610

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IP属地：湖北

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01-14

$特斯拉(TSLA)$ Elon Musk • X @elonmusk• 515)f# Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter. 特斯拉将于2月14日之后停止销售FSD（完全自动驾驶）产品。此后，FSD 将仅以月度订阅方式提供。背后逻辑能懂？！[微笑]

01-08

$特斯拉(TSLA)$ 明日上午准备充值继续加仓了太多人没有搞明白英伟达发布的自动驾驶平台目前完全威胁不到特斯拉加上马上四季度财报，车辆销售不及预期目前属于错杀市值低谷期，很好的买入点当然不排除这几天价格可能会继续下探，但是并不重要

01-07

$特斯拉(TSLA)$ 因为英伟达发布这点东西，市场就恐慌性跌这么多。我理解完全是反应过度了，特斯拉这块护城河没那么浅。快速洗掉一部分短期投机的钱吧。

2025-12-22

$特斯拉(TSLA)$ 未来已来

2025-11-24

who care？天天转这货干啥干啥

段永平突然出手！买入特斯拉

2025-09-15

$特斯拉(TSLA)$ 还有谁.

2025-05-14

$特斯拉(TSLA)$ 看多看空都没问题。但是用极其无脑言论抨击公司或人就没啥意思。那个啥画饼仙人咋清空评论了？

2025-05-14

$特斯拉(TSLA)$ 空头咋没声音了？前天就让你们多发点力，那个啥画饼仙人呢？咋主页帖子都删了？

2025-05-12

$特斯拉(TSLA)$ 最近空军不给力呀，使点劲再，尤其那个啥马大啥

2025-05-09

$特斯拉(TSLA)$ 今天咋了，消息面没啥参考涨这么多

2025-04-28

$特斯拉(TSLA)$ 就是这个感觉，回来了

2025-04-26

$特斯拉(TSLA)$ 前几天还叫的很欢的空头呢？尤其是那个谁谁谁没事就喜欢蹦哒。现在是看空的好时候啊，赶紧的

2025-04-04

$特斯拉(TSLA)$ 今天是空头最后的机会，见好就收吧

2025-04-03

$特斯拉(TSLA)$ 今天咋没空军叫唤了

2025-03-24

$特斯拉(TSLA)$ 某个天天在那里用嘴加空仓的。没见着晒一次空仓有多少。平时三菜一汤有没有哦。

2025-02-24

$特斯拉(TSLA)$ 发生了什么，消息面有啥？

2025-02-18

$MIU.HK 20250929 36.00 CALL$ 看多继续

2025-02-13

$MIU.HK 20250929 36.00 CALL$

2024-07-03

$特斯拉(TSLA)$ crazy！

2024-06-13

$特斯拉(TSLA)$ 这走势是有消息偷跑？明天投票成功？涨的有点离谱

去老虎APP查看更多动态

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FSD will only be available as a monthly subscription thereafter. 特斯拉将于2月14日之后停止销售FSD（完全自动驾驶）产品。 此后，FSD 将仅以月度订阅方式提供。 背后逻辑能懂？！[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Elon Musk • X @elonmusk• 515)f# Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter. 特斯拉将于2月14日之后停止销售FSD（完全自动驾驶）产品。 此后，FSD 将仅以月度订阅方式提供。 背后逻辑能懂？！[微笑]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ Elon Musk • X @elonmusk• 515)f# Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter. 特斯拉将于2月14日之后停止销售FSD（完全自动驾驶）产品。 此后，FSD 将仅以月度订阅方式提供。 背后逻辑能懂？！[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521659531920832","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"风险很大可能晚上就回来了","text":"风险很大可能晚上就回来了","html":"风险很大可能晚上就回来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519602471097648,"gmtCreate":1767877329287,"gmtModify":1767877332062,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568971086778703","authorIdStr":"3568971086778703"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 明日上午准备充值继续加仓了 太多人没有搞明白英伟达发布的自动驾驶平台目前完全威胁不到特斯拉 加上马上四季度财报，车辆销售不及预期 目前属于错杀市值低谷期，很好的买入点 当然不排除这几天价格可能会继续下探，但是并不重要","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 明日上午准备充值继续加仓了 太多人没有搞明白英伟达发布的自动驾驶平台目前完全威胁不到特斯拉 加上马上四季度财报，车辆销售不及预期 目前属于错杀市值低谷期，很好的买入点 当然不排除这几天价格可能会继续下探，但是并不重要","text":"$特斯拉(TSLA)$ 明日上午准备充值继续加仓了 太多人没有搞明白英伟达发布的自动驾驶平台目前完全威胁不到特斯拉 加上马上四季度财报，车辆销售不及预期 目前属于错杀市值低谷期，很好的买入点 当然不排除这几天价格可能会继续下探，但是并不重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519602471097648","isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518886973833464,"gmtCreate":1767717314095,"gmtModify":1767717316116,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568971086778703","authorIdStr":"3568971086778703"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 因为英伟达发布这点东西，市场就恐慌性跌这么多。我理解完全是反应过度了，特斯拉这块护城河没那么浅。快速洗掉一部分短期投机的钱吧。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 因为英伟达发布这点东西，市场就恐慌性跌这么多。我理解完全是反应过度了，特斯拉这块护城河没那么浅。快速洗掉一部分短期投机的钱吧。","text":"$特斯拉(TSLA)$ 因为英伟达发布这点东西，市场就恐慌性跌这么多。我理解完全是反应过度了，特斯拉这块护城河没那么浅。快速洗掉一部分短期投机的钱吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518886973833464","isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519439229393908","authorId":"3519439229393908","name":"三刀刀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519439229393908","authorIdStr":"3519439229393908"},"content":"英伟达如今是美股风向标……","text":"英伟达如今是美股风向标……","html":"英伟达如今是美股风向标……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513423748628576,"gmtCreate":1766374551655,"gmtModify":1766374553673,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568971086778703","authorIdStr":"3568971086778703"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 未来已来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 未来已来","text":"$特斯拉(TSLA)$ 未来已来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513423748628576","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503614729089216,"gmtCreate":1763975916463,"gmtModify":1763975918895,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568971086778703","authorIdStr":"3568971086778703"},"themes":[],"title":"","htmlText":"who care？天天转这货干啥干啥","listText":"who care？天天转这货干啥干啥","text":"who care？天天转这货干啥干啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503614729089216","repostId":"2585459837","repostType":2,"repost":{"id":"2585459837","kind":"news","pubTimestamp":1763968684,"share":"https://www.laohu8.com/m/news/2585459837?lang=zh_CN&edition=full","pubTime":"2025-11-24 15:18","market":"us","language":"zh","title":"段永平突然出手！买入特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2585459837","media":"格隆汇","summary":"刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。在今年11月初的一次采访里，段永平谈到了特斯拉。11月20日，段永平正式宣布，他买入了。说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？","content":"<html><body><article><p>段永平大动作!</p><p>刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。</p><p>就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。</p><p>11月20日，段永平突然出手了——买入特斯拉。</p><img src=\"https://img3.gelonghui.com/4e3b0-d64bb315-5e0d-4385-90ad-20aeddcc1dd2.jpg?guru_height=522&amp;guru_width=978&amp;guru_size=94654\"/><p>这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。</p><p>先把时间拨回到半个月前，看看当时是个什么情况。</p><p>在今年11月初的一次采访里，段永平谈到了特斯拉。</p><p>当时对于马斯克，段永平是这么说的：“马斯克这个人厉害，他有很多想法，也确实是很先进的。投资我觉得比较难，从个人的角度来讲，我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友，我不想跟他做朋友，哪怕给我钱我也不干。”</p><p>大家都知道，段永平投资讲究看人，讲究企业文化，这话基本等于把特斯拉关在了投资大门之外。</p><p>对于电动车这门生意，他更是一直都不看好。他在采访里反复强调，这是个“苦生意”，会很累，差异化很小。他甚至断言：“你现在看到的电动车大部分都会死掉，这个我可以肯定，谁会活下来我不知道。”</p><p>直到2025年3月，他还在坚持这个观点，认为“电动车同质化会越来越厉害，这个行业的商业模式会越来越辛苦的。”</p><p>那时候大家的感觉是，段总虽然承认马斯克是个牛人，SpaceX和星链很厉害，但对于买特斯拉股票这事儿，他是真死心了。</p><p>结果就在大家还在回味那篇采访的时候，风向突然变了。</p><p>事情的转折点似乎发生在11月14日。那天，段永平突然发了一条帖子，他说他看了埃隆·马斯克最近的演讲，“突然明白”了一些事情。</p><p>他写道：“今天看了elon mask最近的演讲，突然明白电动车确实是省能源的，因为电动车大多是晚上充电，而很多发电厂因为大多地方都是白天用电，所以有一部分电力时无法得到使用的。另外，我也大致搞懂机器人的概念了。Mask确实是个牛人！是时候再认真看一下<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>了，准备尽快去买辆特斯拉的车，试试自动驾驶的感觉。”</p><p>这态度转变之快，让人有点跟不上节奏。紧接着，更大的动作来了。</p><p>11月20日，段永平正式宣布，他买入了。</p><p>他在帖子里说：“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品我上个礼拜和这个礼拜已经开始投点在特斯拉上了，满意了吧？最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。”</p><p>有意思的是他对自己之前言论的“找补”。对于之前说的“不想做朋友”，他现在是这么解释的：“不做朋友但还是可以投资的嘛，反正他也不打球。”</p><p>这心态调整得也是没谁了。至于这笔投资的性质，他定义为“风投”：“就当风投吧，我觉得10年后回头看，这个投资也许是对的。”</p><p>有网友好奇他怎么买的，是直接买股票吗？段永平回复说他是通过卖put（<span>看跌期权</span>）的方式入场的。</p><p>“我卖put了，我很可能会一直卖，除非我又又又改变想法了。目前以卖短期的put为主，因为年化比较高（我觉得也许不至于就一飞冲天了吧）。我卖put的时候最重要的就是想一点：这个价钱卖给我10年后回头看是个便宜的价钱吗？如果答案是不便宜，那这个put就不可以卖。”</p><p>段永平补充说：“大概10000个contracts而已。it’s possible just a beginning”</p><p>熟悉段永平的人都知道，卖put是他常用的建仓手段，意味着他愿意在特定价格接盘股票，并且做好了长期持有的准备。这可不是闹着玩的“小赌怡情”了。</p><p>说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。</p><p>他其实是特斯拉最早期的用户之一，连车牌都搞成了“WETSLA”（我们爱特斯拉）。</p><p>早在几年以前，他就在特斯拉身上赚过钱，他自己后来说“至少赚到一个美金小目标吧”。</p><p>但是后来，随着真正成为了车主，他对这家公司的态度急转直下。他不满意的点主要在于车的小毛病、服务态度，以及他认为的企业文化问题。</p><p>他在2018年就吐槽过：“我不看好特斯拉不是因为他们的那些优点而是我后来看到的那些问题，尤其是他们的企业文化中的问题，这些问题早晚会要他的命的。”</p><p>在随后的几年里，他表达他对特斯拉商业模式的不看好。</p><p>2019年：“我如果认为一家公司不诚信的话，我就不碰了，比如特斯拉。禁区大概主要是两个：生意模式不好，企业文化不好。企业文化不好最典型的特征就是经常说瞎话，你只要看他以前说过多少瞎话就明白了。”</p><p>2020年：“我用了他们的车三年，不喜欢！这个生意模式似乎很难赚钱！”</p><p>2022年：“我依然觉得特斯拉未来是个苦生意，商业模式不是那么好。”</p><p>2024年：“我觉得20年后Tesla大概率会在过苦日子。”</p><p>虽然说不喜欢，但这几年他时不时也会有些操作。比如2020年他就几次卖过特斯拉的call（<span>看涨期权</span>），赚点权利金，但他每次都强调这是“小赌怡情”，“绝对不可模仿”。</p><p>这次似乎不一样了。从11月初坚决的“不做朋友”，到11月中旬看了演讲后的“突然明白”，再到11月20日的真金白银卖put建仓，并且定位为看向10年后的“风投”。</p><p>这个转变过程之清晰、速度之快，确实让人感到惊奇。</p><p>或许这就是顶级投资人的特点吧，他们虽然有自己坚固的体系，但并不僵化。当新的信息输入(比如马斯克的演讲让他重新理解了能源和机器人)，或者当他们找到了新的视角(比如把“做朋友”和“做投资”分离开来)，他们能够极其迅速地推翻自己之前的判断，毫不纠结地做出新的决策。</p><p>哪怕就在两周前，全世界都还以为他不会买入。</p><p>这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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段永平突然出手！买入特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>段永平大动作!刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。11月20日，段永平突然出手了——买入特斯拉。这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。先把时间拨回到半个月前，看看当时是个什么情况。在今年11月初的一次...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4516":"特朗普概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU0672654240.SGD":"FTIF - 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INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585459837","content_text":"段永平大动作!刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。11月20日，段永平突然出手了——买入特斯拉。这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。先把时间拨回到半个月前，看看当时是个什么情况。在今年11月初的一次采访里，段永平谈到了特斯拉。当时对于马斯克，段永平是这么说的：“马斯克这个人厉害，他有很多想法，也确实是很先进的。投资我觉得比较难，从个人的角度来讲，我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友，我不想跟他做朋友，哪怕给我钱我也不干。”大家都知道，段永平投资讲究看人，讲究企业文化，这话基本等于把特斯拉关在了投资大门之外。对于电动车这门生意，他更是一直都不看好。他在采访里反复强调，这是个“苦生意”，会很累，差异化很小。他甚至断言：“你现在看到的电动车大部分都会死掉，这个我可以肯定，谁会活下来我不知道。”直到2025年3月，他还在坚持这个观点，认为“电动车同质化会越来越厉害，这个行业的商业模式会越来越辛苦的。”那时候大家的感觉是，段总虽然承认马斯克是个牛人，SpaceX和星链很厉害，但对于买特斯拉股票这事儿，他是真死心了。结果就在大家还在回味那篇采访的时候，风向突然变了。事情的转折点似乎发生在11月14日。那天，段永平突然发了一条帖子，他说他看了埃隆·马斯克最近的演讲，“突然明白”了一些事情。他写道：“今天看了elon mask最近的演讲，突然明白电动车确实是省能源的，因为电动车大多是晚上充电，而很多发电厂因为大多地方都是白天用电，所以有一部分电力时无法得到使用的。另外，我也大致搞懂机器人的概念了。Mask确实是个牛人！是时候再认真看一下Tesla了，准备尽快去买辆特斯拉的车，试试自动驾驶的感觉。”这态度转变之快，让人有点跟不上节奏。紧接着，更大的动作来了。11月20日，段永平正式宣布，他买入了。他在帖子里说：“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品我上个礼拜和这个礼拜已经开始投点在特斯拉上了，满意了吧？最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。”有意思的是他对自己之前言论的“找补”。对于之前说的“不想做朋友”，他现在是这么解释的：“不做朋友但还是可以投资的嘛，反正他也不打球。”这心态调整得也是没谁了。至于这笔投资的性质，他定义为“风投”：“就当风投吧，我觉得10年后回头看，这个投资也许是对的。”有网友好奇他怎么买的，是直接买股票吗？段永平回复说他是通过卖put（看跌期权）的方式入场的。“我卖put了，我很可能会一直卖，除非我又又又改变想法了。目前以卖短期的put为主，因为年化比较高（我觉得也许不至于就一飞冲天了吧）。我卖put的时候最重要的就是想一点：这个价钱卖给我10年后回头看是个便宜的价钱吗？如果答案是不便宜，那这个put就不可以卖。”段永平补充说：“大概10000个contracts而已。it’s possible just a beginning”熟悉段永平的人都知道，卖put是他常用的建仓手段，意味着他愿意在特定价格接盘股票，并且做好了长期持有的准备。这可不是闹着玩的“小赌怡情”了。说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。他其实是特斯拉最早期的用户之一，连车牌都搞成了“WETSLA”（我们爱特斯拉）。早在几年以前，他就在特斯拉身上赚过钱，他自己后来说“至少赚到一个美金小目标吧”。但是后来，随着真正成为了车主，他对这家公司的态度急转直下。他不满意的点主要在于车的小毛病、服务态度，以及他认为的企业文化问题。他在2018年就吐槽过：“我不看好特斯拉不是因为他们的那些优点而是我后来看到的那些问题，尤其是他们的企业文化中的问题，这些问题早晚会要他的命的。”在随后的几年里，他表达他对特斯拉商业模式的不看好。2019年：“我如果认为一家公司不诚信的话，我就不碰了，比如特斯拉。禁区大概主要是两个：生意模式不好，企业文化不好。企业文化不好最典型的特征就是经常说瞎话，你只要看他以前说过多少瞎话就明白了。”2020年：“我用了他们的车三年，不喜欢！这个生意模式似乎很难赚钱！”2022年：“我依然觉得特斯拉未来是个苦生意，商业模式不是那么好。”2024年：“我觉得20年后Tesla大概率会在过苦日子。”虽然说不喜欢，但这几年他时不时也会有些操作。比如2020年他就几次卖过特斯拉的call（看涨期权），赚点权利金，但他每次都强调这是“小赌怡情”，“绝对不可模仿”。这次似乎不一样了。从11月初坚决的“不做朋友”，到11月中旬看了演讲后的“突然明白”，再到11月20日的真金白银卖put建仓，并且定位为看向10年后的“风投”。这个转变过程之清晰、速度之快，确实让人感到惊奇。或许这就是顶级投资人的特点吧，他们虽然有自己坚固的体系，但并不僵化。当新的信息输入(比如马斯克的演讲让他重新理解了能源和机器人)，或者当他们找到了新的视角(比如把“做朋友”和“做投资”分离开来)，他们能够极其迅速地推翻自己之前的判断，毫不纠结地做出新的决策。哪怕就在两周前，全世界都还以为他不会买入。这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478880579686448,"gmtCreate":1757932499538,"gmtModify":1757932501542,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568971086778703","authorIdStr":"3568971086778703"},"themes":[],"htmlText":"<a 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care？天天转这货干啥干啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503614729089216","repostId":"2585459837","repostType":2,"repost":{"id":"2585459837","kind":"news","pubTimestamp":1763968684,"share":"https://www.laohu8.com/m/news/2585459837?lang=zh_CN&edition=full","pubTime":"2025-11-24 15:18","market":"us","language":"zh","title":"段永平突然出手！买入特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2585459837","media":"格隆汇","summary":"刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。在今年11月初的一次采访里，段永平谈到了特斯拉。11月20日，段永平正式宣布，他买入了。说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？","content":"<html><body><article><p>段永平大动作!</p><p>刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。</p><p>就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。</p><p>11月20日，段永平突然出手了——买入特斯拉。</p><img src=\"https://img3.gelonghui.com/4e3b0-d64bb315-5e0d-4385-90ad-20aeddcc1dd2.jpg?guru_height=522&amp;guru_width=978&amp;guru_size=94654\"/><p>这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。</p><p>先把时间拨回到半个月前，看看当时是个什么情况。</p><p>在今年11月初的一次采访里，段永平谈到了特斯拉。</p><p>当时对于马斯克，段永平是这么说的：“马斯克这个人厉害，他有很多想法，也确实是很先进的。投资我觉得比较难，从个人的角度来讲，我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友，我不想跟他做朋友，哪怕给我钱我也不干。”</p><p>大家都知道，段永平投资讲究看人，讲究企业文化，这话基本等于把特斯拉关在了投资大门之外。</p><p>对于电动车这门生意，他更是一直都不看好。他在采访里反复强调，这是个“苦生意”，会很累，差异化很小。他甚至断言：“你现在看到的电动车大部分都会死掉，这个我可以肯定，谁会活下来我不知道。”</p><p>直到2025年3月，他还在坚持这个观点，认为“电动车同质化会越来越厉害，这个行业的商业模式会越来越辛苦的。”</p><p>那时候大家的感觉是，段总虽然承认马斯克是个牛人，SpaceX和星链很厉害，但对于买特斯拉股票这事儿，他是真死心了。</p><p>结果就在大家还在回味那篇采访的时候，风向突然变了。</p><p>事情的转折点似乎发生在11月14日。那天，段永平突然发了一条帖子，他说他看了埃隆·马斯克最近的演讲，“突然明白”了一些事情。</p><p>他写道：“今天看了elon mask最近的演讲，突然明白电动车确实是省能源的，因为电动车大多是晚上充电，而很多发电厂因为大多地方都是白天用电，所以有一部分电力时无法得到使用的。另外，我也大致搞懂机器人的概念了。Mask确实是个牛人！是时候再认真看一下<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>了，准备尽快去买辆特斯拉的车，试试自动驾驶的感觉。”</p><p>这态度转变之快，让人有点跟不上节奏。紧接着，更大的动作来了。</p><p>11月20日，段永平正式宣布，他买入了。</p><p>他在帖子里说：“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品我上个礼拜和这个礼拜已经开始投点在特斯拉上了，满意了吧？最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。”</p><p>有意思的是他对自己之前言论的“找补”。对于之前说的“不想做朋友”，他现在是这么解释的：“不做朋友但还是可以投资的嘛，反正他也不打球。”</p><p>这心态调整得也是没谁了。至于这笔投资的性质，他定义为“风投”：“就当风投吧，我觉得10年后回头看，这个投资也许是对的。”</p><p>有网友好奇他怎么买的，是直接买股票吗？段永平回复说他是通过卖put（<span>看跌期权</span>）的方式入场的。</p><p>“我卖put了，我很可能会一直卖，除非我又又又改变想法了。目前以卖短期的put为主，因为年化比较高（我觉得也许不至于就一飞冲天了吧）。我卖put的时候最重要的就是想一点：这个价钱卖给我10年后回头看是个便宜的价钱吗？如果答案是不便宜，那这个put就不可以卖。”</p><p>段永平补充说：“大概10000个contracts而已。it’s possible just a beginning”</p><p>熟悉段永平的人都知道，卖put是他常用的建仓手段，意味着他愿意在特定价格接盘股票，并且做好了长期持有的准备。这可不是闹着玩的“小赌怡情”了。</p><p>说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。</p><p>他其实是特斯拉最早期的用户之一，连车牌都搞成了“WETSLA”（我们爱特斯拉）。</p><p>早在几年以前，他就在特斯拉身上赚过钱，他自己后来说“至少赚到一个美金小目标吧”。</p><p>但是后来，随着真正成为了车主，他对这家公司的态度急转直下。他不满意的点主要在于车的小毛病、服务态度，以及他认为的企业文化问题。</p><p>他在2018年就吐槽过：“我不看好特斯拉不是因为他们的那些优点而是我后来看到的那些问题，尤其是他们的企业文化中的问题，这些问题早晚会要他的命的。”</p><p>在随后的几年里，他表达他对特斯拉商业模式的不看好。</p><p>2019年：“我如果认为一家公司不诚信的话，我就不碰了，比如特斯拉。禁区大概主要是两个：生意模式不好，企业文化不好。企业文化不好最典型的特征就是经常说瞎话，你只要看他以前说过多少瞎话就明白了。”</p><p>2020年：“我用了他们的车三年，不喜欢！这个生意模式似乎很难赚钱！”</p><p>2022年：“我依然觉得特斯拉未来是个苦生意，商业模式不是那么好。”</p><p>2024年：“我觉得20年后Tesla大概率会在过苦日子。”</p><p>虽然说不喜欢，但这几年他时不时也会有些操作。比如2020年他就几次卖过特斯拉的call（<span>看涨期权</span>），赚点权利金，但他每次都强调这是“小赌怡情”，“绝对不可模仿”。</p><p>这次似乎不一样了。从11月初坚决的“不做朋友”，到11月中旬看了演讲后的“突然明白”，再到11月20日的真金白银卖put建仓，并且定位为看向10年后的“风投”。</p><p>这个转变过程之清晰、速度之快，确实让人感到惊奇。</p><p>或许这就是顶级投资人的特点吧，他们虽然有自己坚固的体系，但并不僵化。当新的信息输入(比如马斯克的演讲让他重新理解了能源和机器人)，或者当他们找到了新的视角(比如把“做朋友”和“做投资”分离开来)，他们能够极其迅速地推翻自己之前的判断，毫不纠结地做出新的决策。</p><p>哪怕就在两周前，全世界都还以为他不会买入。</p><p>这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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段永平突然出手！买入特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>段永平大动作!刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。11月20日，段永平突然出手了——买入特斯拉。这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。先把时间拨回到半个月前，看看当时是个什么情况。在今年11月初的一次...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4516":"特朗普概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU0672654240.SGD":"FTIF - 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124151902a4b678cf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585459837","content_text":"段永平大动作!刚说“不想和马斯克做朋友”的段永平，对特斯拉的态度来了一个一百八十度的大转弯。就在大家都以为段永平彻底看不上特斯拉这门“苦生意”，甚至对马斯克本人都颇有微词的时候。11月20日，段永平突然出手了——买入特斯拉。这事儿要是放在别人身上，可能也就是个普通的调仓换股，但放在段永平身上，结合他前两周的言论来看，戏剧性瞬间拉满。先把时间拨回到半个月前，看看当时是个什么情况。在今年11月初的一次采访里，段永平谈到了特斯拉。当时对于马斯克，段永平是这么说的：“马斯克这个人厉害，他有很多想法，也确实是很先进的。投资我觉得比较难，从个人的角度来讲，我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友，我不想跟他做朋友，哪怕给我钱我也不干。”大家都知道，段永平投资讲究看人，讲究企业文化，这话基本等于把特斯拉关在了投资大门之外。对于电动车这门生意，他更是一直都不看好。他在采访里反复强调，这是个“苦生意”，会很累，差异化很小。他甚至断言：“你现在看到的电动车大部分都会死掉，这个我可以肯定，谁会活下来我不知道。”直到2025年3月，他还在坚持这个观点，认为“电动车同质化会越来越厉害，这个行业的商业模式会越来越辛苦的。”那时候大家的感觉是，段总虽然承认马斯克是个牛人，SpaceX和星链很厉害，但对于买特斯拉股票这事儿，他是真死心了。结果就在大家还在回味那篇采访的时候，风向突然变了。事情的转折点似乎发生在11月14日。那天，段永平突然发了一条帖子，他说他看了埃隆·马斯克最近的演讲，“突然明白”了一些事情。他写道：“今天看了elon mask最近的演讲，突然明白电动车确实是省能源的，因为电动车大多是晚上充电，而很多发电厂因为大多地方都是白天用电，所以有一部分电力时无法得到使用的。另外，我也大致搞懂机器人的概念了。Mask确实是个牛人！是时候再认真看一下Tesla了，准备尽快去买辆特斯拉的车，试试自动驾驶的感觉。”这态度转变之快，让人有点跟不上节奏。紧接着，更大的动作来了。11月20日，段永平正式宣布，他买入了。他在帖子里说：“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品我上个礼拜和这个礼拜已经开始投点在特斯拉上了，满意了吧？最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。”有意思的是他对自己之前言论的“找补”。对于之前说的“不想做朋友”，他现在是这么解释的：“不做朋友但还是可以投资的嘛，反正他也不打球。”这心态调整得也是没谁了。至于这笔投资的性质，他定义为“风投”：“就当风投吧，我觉得10年后回头看，这个投资也许是对的。”有网友好奇他怎么买的，是直接买股票吗？段永平回复说他是通过卖put（看跌期权）的方式入场的。“我卖put了，我很可能会一直卖，除非我又又又改变想法了。目前以卖短期的put为主，因为年化比较高（我觉得也许不至于就一飞冲天了吧）。我卖put的时候最重要的就是想一点：这个价钱卖给我10年后回头看是个便宜的价钱吗？如果答案是不便宜，那这个put就不可以卖。”段永平补充说：“大概10000个contracts而已。it’s possible just a beginning”熟悉段永平的人都知道，卖put是他常用的建仓手段，意味着他愿意在特定价格接盘股票，并且做好了长期持有的准备。这可不是闹着玩的“小赌怡情”了。说实话，回顾段永平和特斯拉这些年的恩恩怨怨，简直就是一部大型连续剧。他其实是特斯拉最早期的用户之一，连车牌都搞成了“WETSLA”（我们爱特斯拉）。早在几年以前，他就在特斯拉身上赚过钱，他自己后来说“至少赚到一个美金小目标吧”。但是后来，随着真正成为了车主，他对这家公司的态度急转直下。他不满意的点主要在于车的小毛病、服务态度，以及他认为的企业文化问题。他在2018年就吐槽过：“我不看好特斯拉不是因为他们的那些优点而是我后来看到的那些问题，尤其是他们的企业文化中的问题，这些问题早晚会要他的命的。”在随后的几年里，他表达他对特斯拉商业模式的不看好。2019年：“我如果认为一家公司不诚信的话，我就不碰了，比如特斯拉。禁区大概主要是两个：生意模式不好，企业文化不好。企业文化不好最典型的特征就是经常说瞎话，你只要看他以前说过多少瞎话就明白了。”2020年：“我用了他们的车三年，不喜欢！这个生意模式似乎很难赚钱！”2022年：“我依然觉得特斯拉未来是个苦生意，商业模式不是那么好。”2024年：“我觉得20年后Tesla大概率会在过苦日子。”虽然说不喜欢，但这几年他时不时也会有些操作。比如2020年他就几次卖过特斯拉的call（看涨期权），赚点权利金，但他每次都强调这是“小赌怡情”，“绝对不可模仿”。这次似乎不一样了。从11月初坚决的“不做朋友”，到11月中旬看了演讲后的“突然明白”，再到11月20日的真金白银卖put建仓，并且定位为看向10年后的“风投”。这个转变过程之清晰、速度之快，确实让人感到惊奇。或许这就是顶级投资人的特点吧，他们虽然有自己坚固的体系，但并不僵化。当新的信息输入(比如马斯克的演讲让他重新理解了能源和机器人)，或者当他们找到了新的视角(比如把“做朋友”和“做投资”分离开来)，他们能够极其迅速地推翻自己之前的判断，毫不纠结地做出新的决策。哪怕就在两周前，全世界都还以为他不会买入。这次段永平“又又又改变想法了”，重新押注特斯拉，这笔“风投”十年后会是个什么结果？","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478880579686448,"gmtCreate":1757932499538,"gmtModify":1757932501542,"author":{"id":"3568971086778703","authorId":"3568971086778703","name":"ych_3610","avatar":"https://static.tigerbbs.com/b47a32a2fed285997025f71b0f2b2217","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568971086778703","idStr":"3568971086778703"},"themes":[],"htmlText":"<a 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