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闲人马斯克

闲人马斯克

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闲人马斯克

11-18

$特斯拉(TSLA)$ 特斯拉现在是基本面向好，单车成本降低，车和储能利润都企稳且继续增长，再加上自动驾驶和Robotaxi在特朗普当选后都能提前解除监管的束缚，到了2025年某一个时段再回头看，360已成历史，无法再买到了

闲人马斯克

11-18

先去了解一下FSD的最新进展再来发表评论，不然被人笑话无知

闲人马斯克

11-17

博通应该是5年以内超过现在的特斯拉

抱歉，原内容已删除

闲人马斯克

11-16

$特斯拉(TSLA)$ 强势回归

闲人马斯克

11-15

请问小鞭，哪里看到的特斯拉周五再下跌4%？

Option Movers | Traders Bet Tesla Drops Another 4% by Friday; Super Micro's Volume Surges 115%

闲人马斯克

11-13

辉立证券证券是哪个？想鸡立鹤群？

辉立证券：将特斯拉评级下调至卖出

闲人马斯克

11-13

4680电池早就生产了1亿个单元了。马斯克不用什么都懂，懂管理公司和管理时间即可。一个做电池的说别人不懂电池，自身就是个笑话

宁德时代董事长曾毓群：马斯克不懂电池

闲人马斯克

11-12

$特斯拉(TSLA)$ 科技狂人，世界首富与世界最强国总统联手，在东方大国，欧洲，美国又都布局了超级工厂。还拥有火箭公司，Ai公司，媒体公司。电动车公司还有储能，自动驾驶，人型机器人叙事。相信马斯克会给特斯拉股东带来更多回报，会给世界带来更多惊喜

闲人马斯克

11-12

$特斯拉(TSLA)$ 难得一见的股市奇观，有幸赶上，很梦幻

闲人马斯克

11-08

能不能炒掉鲍威尔，主要看鲍威尔是否能配合川普的经济政策，展示他一定的灵活性。一般来讲，总统不能直接炒掉美联储主席，但美联储主席会和现任总统有一定默契。马斯克很大可能还是挂名削减政府支出部的部长头衔，像他说的，不要报酬，也应该不是全职，或类似总统经济顾问的角色。马斯克的理想是星辰大海，和川普合作，只是要政府不要对他的企业有过多的监管

闲人马斯克

11-07

[强] [强]

川普上任第一把火，先烧马斯克？

闲人马斯克

11-06

$特斯拉(TSLA)$ 坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因

闲人马斯克

11-06

尖沙嘴破嘴？ [开心]

@尖沙咀啵嘴:如果特朗普败选，马斯克会死吗？

闲人马斯克

11-04

$特斯拉(TSLA)$ 特朗普会当选最新消息，7个摇摆州中特朗普在5个领先，加上松鼠事件的助攻，特朗普当选的几率增大

闲人马斯克

11-01

Replying to @仓右嘉措:他只是在展示自己的无知而已//@仓右嘉措:建议清空特斯拉，满仓比亚迪。

闲人马斯克

11-01

所有车型和特斯拉纯电车比很无聊

前九月新能源汽车销量榜：比亚迪称霸全球 2个特斯拉也追不上

闲人马斯克

10-31

比亚迪第三季度纯电车销量是44.34万辆，特斯拉是46.2万辆，无论是数量还是销售额都比特斯拉低。如果把比亚迪的混动车也算在内，和特斯拉不是一个赛道，很难做比较。说电车王易主，还为时尚早

闲人马斯克

10-29

在讲冷笑话

闲人马斯克

10-24

$特斯拉(TSLA)$ 黑特斯拉的终被打脸。空特斯拉的终食恶果

闲人马斯克

10-23

特斯拉第三季度交付量和收入应该没有多少问题，会符合预期或超预期。只是利润率是焦点。如果利润率不是太差，而电话会议给出廉价车和换新Modle Y的推出时间，或给出FSD 新进展的消息，或Robotaxi 的详细计划，股价会大幅上升也未为可知，不一定就是凶多吉少。我的操作是卖出几手 180-200的 PUT，同时卖出几手 250-280 的备兑CALL，赚取权利金的同时，跌了可以买进一些正股，涨了也可以卖出一些正股获利

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us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1731643200,"share":"https://www.laohu8.com/m/news/1109723807?lang=&edition=full","pubTime":"2024-11-15 12:00","market":"us","language":"en","title":"Option Movers | Traders Bet Tesla Drops Another 4% by Friday; Super Micro's Volume Surges 115%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109723807","media":"Option Movers","summary":"Market OverviewWall Street's main indexes closed lower on Thursday (Nov. 14) after Federal Reserve Chair Jerome Powell dampened investors' hopes for another interest rate cut this year by saying the U","content":"<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street&#39;s main indexes closed lower on Thursday (Nov. 14) after Federal Reserve Chair Jerome Powell dampened investors&#39; hopes for another interest rate cut this year by saying the U.S. central bank need not rush to ease monetary policy.</p><p>Regarding the options market, a total volume of 53,460,533 contracts was traded, up 79% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/GME\">GME</a>, <a href=\"https://laohu8.com/S/SBUX\">SBUX</a>, <a href=\"https://laohu8.com/S/AMC\">AMC</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/INTC\">INTC</a>, <a href=\"https://laohu8.com/S/PFE\">PFE</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb93cd49f47a5caefc973354599c6329\" title=\"Source: Tiger Trade App\" tg-width=\"1279\" tg-height=\"2283\"/><span>Source: Tiger Trade App</span></p><p>Shares of EV maker <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> closed down 5.8% and <strong><a href=\"https://laohu8.com/S/RIVN\">Rivian</a></strong> dropped 14.3% after Reuters reported that Trump&#39;s transition team is planning to kill the $7,500 consumer tax credit for electric-vehicle purchases as part of broader tax-reform legislation.</p><p>There are 3.05 million Tesla option contracts traded on Thursday, up 20% from the previous trading day. Call options account for 56% of overall option trades. Particularly high volume was seen for the $300 (about 4% lower than Thursday&#39;s closing price) strike put option expiring November 15, with 127,816 contracts trading. <a href=\"https://ttm.financial/OPT/TSLA%2020241115%20300.0%20PUT\" title=\"TSLA 20241115 300.0 PUT\" target=\"_blank\" class=\"\">TSLA 20241115 300.0 PUT</a></p><p>There are 418.5K Rivian option contracts traded on Thursday, down 33% from the previous trading day. Call options account for 57% of overall option trades. Particularly high volume was seen for the $10.5 strike put option expiring November 15, with 26,912 contracts trading. <a href=\"https://ttm.financial/OPT/RIVN%2020241115%2010.5%20PUT\" title=\"RIVN 20241115 10.5 PUT\" target=\"_blank\" class=\"\">RIVN 20241115 10.5 PUT</a></p><h2 id=\"id_623994534\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fabb96330de68554f153d8e58700aae\" title=\"Source: Market Chameleon\" tg-width=\"1802\" tg-height=\"479\"/><span>Source: Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a></strong> shares sank 11.4% to $18.01 on Thursday, extending losses from Wednesday after the server maker said it needs additional time to file its quarterly 10-Q report.</p><p>There are 1.19 million Super Micro option contracts traded on Thursday, up 155% from the previous trading day. Put options account for 59% of overall option trades. Particularly high volume was seen for the $18 strike put option expiring November 15, with 31,035 contracts trading. <a href=\"https://ttm.financial/OPT/SMCI%2020241115%2018.0%20PUT\" title=\"SMCI 20241115 18.0 PUT\" target=\"_blank\" class=\"\">SMCI 20241115 18.0 PUT</a></p><p><strong><a href=\"https://laohu8.com/S/DIS\">Disney</a></strong> shares jumped 6.2% on Thursday after the entertainment giant reported quarterly earnings that beat Wall Street&#39;s estimates and offered robust guidance for the coming years.</p><p>There are 580.4K Disney option contracts traded on Thursday, up 92% from the previous trading day. Call options account for 69% of overall option trades. Particularly high volume was seen for the $115 strike call option expiring November 15, with 26,122 contracts trading. <a href=\"https://ttm.financial/OPT/DIS%2020241115%20115.0%20CALL\" title=\"DIS 20241115 115.0 CALL\" target=\"_blank\" class=\"\">DIS 20241115 115.0 CALL</a></p><h2 id=\"id_186919403\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/GLW\">GLW</a>, <a href=\"https://laohu8.com/S/MRK\">MRK</a>, <a href=\"https://laohu8.com/S/INTC\">INTC</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/BA\">BA</a>, <a href=\"https://laohu8.com/S/MRNA\">MRNA</a>, <a href=\"https://laohu8.com/S/APTV\">APTV</a>, <a href=\"https://laohu8.com/S/HON\">HON</a>, <a href=\"https://laohu8.com/S/MMM\">MMM</a>, <a href=\"https://laohu8.com/S/WYNN\">WYNN</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/EMR\">EMR</a>, <a href=\"https://laohu8.com/S/ABBV\">ABBV</a>, <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>, <a href=\"https://laohu8.com/S/PLTR\">PLTR</a>, <a href=\"https://laohu8.com/S/WMT\">WMT</a>, <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8833a83714efb2b1660ebb557b14cff\" title=\"\" tg-width=\"1237\" tg-height=\"613\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></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>Option Movers | Traders Bet Tesla Drops Another 4% by Friday; Super Micro's Volume Surges 115%</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\">\nOption Movers | Traders Bet Tesla Drops Another 4% by Friday; Super Micro's Volume Surges 115%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2024-11-15 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street&#39;s main indexes closed lower on Thursday (Nov. 14) after Federal Reserve Chair Jerome Powell dampened investors&#39; hopes for another interest rate cut this year by saying the U.S. central bank need not rush to ease monetary policy.</p><p>Regarding the options market, a total volume of 53,460,533 contracts was traded, up 79% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/GME\">GME</a>, <a href=\"https://laohu8.com/S/SBUX\">SBUX</a>, <a href=\"https://laohu8.com/S/AMC\">AMC</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/INTC\">INTC</a>, <a href=\"https://laohu8.com/S/PFE\">PFE</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb93cd49f47a5caefc973354599c6329\" title=\"Source: Tiger Trade App\" tg-width=\"1279\" tg-height=\"2283\"/><span>Source: Tiger Trade App</span></p><p>Shares of EV maker <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> closed down 5.8% and <strong><a href=\"https://laohu8.com/S/RIVN\">Rivian</a></strong> dropped 14.3% after Reuters reported that Trump&#39;s transition team is planning to kill the $7,500 consumer tax credit for electric-vehicle purchases as part of broader tax-reform legislation.</p><p>There are 3.05 million Tesla option contracts traded on Thursday, up 20% from the previous trading day. Call options account for 56% of overall option trades. Particularly high volume was seen for the $300 (about 4% lower than Thursday&#39;s closing price) strike put option expiring November 15, with 127,816 contracts trading. <a href=\"https://ttm.financial/OPT/TSLA%2020241115%20300.0%20PUT\" title=\"TSLA 20241115 300.0 PUT\" target=\"_blank\" class=\"\">TSLA 20241115 300.0 PUT</a></p><p>There are 418.5K Rivian option contracts traded on Thursday, down 33% from the previous trading day. Call options account for 57% of overall option trades. Particularly high volume was seen for the $10.5 strike put option expiring November 15, with 26,912 contracts trading. <a href=\"https://ttm.financial/OPT/RIVN%2020241115%2010.5%20PUT\" title=\"RIVN 20241115 10.5 PUT\" target=\"_blank\" class=\"\">RIVN 20241115 10.5 PUT</a></p><h2 id=\"id_623994534\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fabb96330de68554f153d8e58700aae\" title=\"Source: Market Chameleon\" tg-width=\"1802\" tg-height=\"479\"/><span>Source: Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a></strong> shares sank 11.4% to $18.01 on Thursday, extending losses from Wednesday after the server maker said it needs additional time to file its quarterly 10-Q report.</p><p>There are 1.19 million Super Micro option contracts traded on Thursday, up 155% from the previous trading day. Put options account for 59% of overall option trades. Particularly high volume was seen for the $18 strike put option expiring November 15, with 31,035 contracts trading. <a href=\"https://ttm.financial/OPT/SMCI%2020241115%2018.0%20PUT\" title=\"SMCI 20241115 18.0 PUT\" target=\"_blank\" class=\"\">SMCI 20241115 18.0 PUT</a></p><p><strong><a href=\"https://laohu8.com/S/DIS\">Disney</a></strong> shares jumped 6.2% on Thursday after the entertainment giant reported quarterly earnings that beat Wall Street&#39;s estimates and offered robust guidance for the coming years.</p><p>There are 580.4K Disney option contracts traded on Thursday, up 92% from the previous trading day. Call options account for 69% of overall option trades. Particularly high volume was seen for the $115 strike call option expiring November 15, with 26,122 contracts trading. <a href=\"https://ttm.financial/OPT/DIS%2020241115%20115.0%20CALL\" title=\"DIS 20241115 115.0 CALL\" target=\"_blank\" class=\"\">DIS 20241115 115.0 CALL</a></p><h2 id=\"id_186919403\">TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/GLW\">GLW</a>, <a href=\"https://laohu8.com/S/MRK\">MRK</a>, <a href=\"https://laohu8.com/S/INTC\">INTC</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/BA\">BA</a>, <a href=\"https://laohu8.com/S/MRNA\">MRNA</a>, <a href=\"https://laohu8.com/S/APTV\">APTV</a>, <a href=\"https://laohu8.com/S/HON\">HON</a>, <a href=\"https://laohu8.com/S/MMM\">MMM</a>, <a href=\"https://laohu8.com/S/WYNN\">WYNN</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/EMR\">EMR</a>, <a href=\"https://laohu8.com/S/ABBV\">ABBV</a>, <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>, <a href=\"https://laohu8.com/S/PLTR\">PLTR</a>, <a href=\"https://laohu8.com/S/WMT\">WMT</a>, <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8833a83714efb2b1660ebb557b14cff\" title=\"\" tg-width=\"1237\" tg-height=\"613\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","DIS":"迪士尼","SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109723807","content_text":"Market OverviewWall Street's main indexes closed lower on Thursday (Nov. 14) after Federal Reserve Chair Jerome Powell dampened investors' hopes for another interest rate cut this year by saying the U.S. central bank need not rush to ease monetary policy.Regarding the options market, a total volume of 53,460,533 contracts was traded, up 79% from the previous trading day.Top 10 Option VolumesTop 10: TSLA, NVDA, AAPL, AMD, GME, SBUX, AMC, AMZN, INTC, PFESource: Tiger Trade AppShares of EV maker Tesla closed down 5.8% and Rivian dropped 14.3% after Reuters reported that Trump's transition team is planning to kill the $7,500 consumer tax credit for electric-vehicle purchases as part of broader tax-reform legislation.There are 3.05 million Tesla option contracts traded on Thursday, up 20% from the previous trading day. Call options account for 56% of overall option trades. Particularly high volume was seen for the $300 (about 4% lower than Thursday's closing price) strike put option expiring November 15, with 127,816 contracts trading. TSLA 20241115 300.0 PUTThere are 418.5K Rivian option contracts traded on Thursday, down 33% from the previous trading day. Call options account for 57% of overall option trades. Particularly high volume was seen for the $10.5 strike put option expiring November 15, with 26,912 contracts trading. RIVN 20241115 10.5 PUTUnusual Options ActivitySource: Market ChameleonSuper Micro Computer shares sank 11.4% to $18.01 on Thursday, extending losses from Wednesday after the server maker said it needs additional time to file its quarterly 10-Q report.There are 1.19 million Super Micro option contracts traded on Thursday, up 155% from the previous trading day. Put options account for 59% of overall option trades. Particularly high volume was seen for the $18 strike put option expiring November 15, with 31,035 contracts trading. SMCI 20241115 18.0 PUTDisney shares jumped 6.2% on Thursday after the entertainment giant reported quarterly earnings that beat Wall Street's estimates and offered robust guidance for the coming years.There are 580.4K Disney option contracts traded on Thursday, up 92% from the previous trading day. Call options account for 69% of overall option trades. Particularly high volume was seen for the $115 strike call option expiring November 15, with 26,122 contracts trading. DIS 20241115 115.0 CALLTOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: GLW, MRK, INTC, AAPL, BA, MRNA, APTV, HON, MMM, WYNNTop 10 bearish stocks: AMZN, NVDA, AMD, EMR, ABBV, GOOGL, PLTR, WMT, F; MSFTIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370605799932032,"gmtCreate":1731494329372,"gmtModify":1731502999806,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"辉立证券证券是哪个？想鸡立鹤群？","listText":"辉立证券证券是哪个？想鸡立鹤群？","text":"辉立证券证券是哪个？想鸡立鹤群？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370605799932032","repostId":"2483022649","repostType":2,"repost":{"id":"2483022649","pubTimestamp":1731483420,"share":"https://www.laohu8.com/m/news/2483022649?lang=&edition=full","pubTime":"2024-11-13 15:37","market":"hk","language":"zh","title":"辉立证券：将特斯拉评级下调至卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2483022649","media":"市场资讯","summary":"格隆汇11月13日｜辉立证券将特斯拉评级下调至卖出，目标价230美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font> 格隆汇11月13日｜辉立证券将<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>评级下调至卖出，目标价230美元。</p>\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：郭明煜 </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>辉立证券：将特斯拉评级下调至卖出</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; 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161027":"证券","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-13/doc-incvxarq5608277.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2483022649","content_text":"格隆汇11月13日｜辉立证券将特斯拉评级下调至卖出，目标价230美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370607513620688,"gmtCreate":1731494154082,"gmtModify":1731494155845,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"4680电池早就生产了1亿个单元了。马斯克不用什么都懂，懂管理公司和管理时间即可。一个做电池的说别人不懂电池，自身就是个笑话","listText":"4680电池早就生产了1亿个单元了。马斯克不用什么都懂，懂管理公司和管理时间即可。一个做电池的说别人不懂电池，自身就是个笑话","text":"4680电池早就生产了1亿个单元了。马斯克不用什么都懂，懂管理公司和管理时间即可。一个做电池的说别人不懂电池，自身就是个笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370607513620688","repostId":"2483021739","repostType":2,"repost":{"id":"2483021739","pubTimestamp":1731485589,"share":"https://www.laohu8.com/m/news/2483021739?lang=&edition=full","pubTime":"2024-11-13 16:13","market":"us","language":"zh","title":"宁德时代董事长曾毓群：马斯克不懂电池","url":"https://stock-news.laohu8.com/highlight/detail?id=2483021739","media":"凤凰网科技","summary":"曾毓群凤凰网科技讯 北京时间11月13日，据路透社报道，宁德时代创始人兼董事长曾毓群在接受采访时称，特斯拉CEO埃隆·马斯克 不懂如何制造电池，特斯拉押注圆柱形电池必定失败。目前，宁德时代的美国业务仅限于电池生产技术授权协议。今年4月，曾毓群在马斯克访问北京时与他会面，并经常与他交谈。曾毓群称，他赞同马斯克对于AI自动驾驶技术潜力的看法。截至发稿，马斯克和特斯拉尚未立即就此置评。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/4766AEB04E55771913B734FBB8656B729761339B_size2604_w1654_h1104.png\"/></p><p>曾毓群</p><p>凤凰网科技讯 北京时间11月13日，据路透社报道，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>创始人兼董事长曾毓群在接受采访时称，<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克(Elon Musk)不懂如何制造电池，特斯拉押注圆柱形电池必定失败。</strong></p><p>目前，<strong>宁德时代的美国业务仅限于电池生产技术授权协议。</strong><a href=\"https://laohu8.com/S/F\">福特汽车</a>公司正在密歇根州建设一座工厂，根据与宁德时代达成的许可协议生产低成本磷酸铁锂电池，将其用于其电马Mach-E和F-150 Lightning皮卡。</p><p>特斯拉也与宁德时代达成了类似的技术许可协议，借此在内华达州生产电池。据知情人士透露，该电池生产项目预计将在2025年启动，这一时间表此前未被报道过。</p><p><strong>马斯克不懂电池</strong></p><p>曾毓群上周四在宁德时代总部接受路透社采访时称，特斯拉与宁德时代达成的许可协议，能够让其CEO马斯克将资本投资集中在人工智能(AI)和自动驾驶汽车上。宁德时代是特斯拉上海工厂的主要供应商，后者是特斯拉最大、最赚钱的工厂。</p><p>今年4月，曾毓群在马斯克访问北京时与他会面，并经常与他交谈。曾毓群称，他赞同马斯克对于AI自动驾驶技术潜力的看法。特斯拉的自动驾驶技术完全依赖于摄像头和AI，目标是打造可以大规模销售，大众负担得起的自动驾驶汽车。与之相反的是，特斯拉竞争对手则主要在开发更昂贵汽车，配备多层冗余技术以确保安全，并将其用于运营出租车或配送服务。</p><p><strong>“他全力押注自动驾驶战略，我认为这个方向很好。”曾毓群表示。</strong></p><p>不过，曾毓群也透露，自己已直接告诉马斯克，<strong>他对圆柱形电池(即4680电池)的押注“会失败，永远不会成功”。</strong></p><p>“我们有过一次非常激烈的辩论，我向他展示了(为何圆柱形电池不行)，”曾毓群说，“他当时沉默了。他不知道如何制造电池。这是电化学的问题。他擅长的是芯片、软件、硬件和机械方面的东西。”</p><p><strong>过度承诺</strong></p><p>曾毓群表示，他还曾问马斯克，为何在特斯拉新车或新技术上设定不切实际的时间表。马斯克告诉曾毓群，他想激励特斯拉员工，让他们集中精力，任何超过两年的时间框架都可能是“无限期”。</p><p>“他的问题是承诺过多，我和他谈过，”曾毓群表示，“也许某些东西需要五年时间，但他说两年。我当然问过他为什么，他告诉我他想激励员工。”</p><p>马斯克上个月承诺，明年将在美国得州和加州部署全自动驾驶版本的特斯拉Model 3和Model Y，并在2026年推出一款没有方向盘和踏板的双座Cybercab自动驾驶出租车。这一承诺引发了投资者的怀疑，因为过去十年他们一直在听马斯克大谈自动驾驶汽车。</p><p><strong>曾毓群没有提及马斯克的任何具体未兑现承诺</strong>，但他说：“他可能自己认为需要五年，但嘴上会说两年。<strong>如果你相信了他的话，你就会有大麻烦。他的方向是对的。</strong>”</p><p>截至发稿，马斯克和特斯拉尚未立即就此置评。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</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>宁德时代董事长曾毓群：马斯克不懂电池</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159796":"电池","300750":"宁德时代","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823426308.USD":"法巴中国股票基金","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLA":"特斯拉","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4588":"碎股","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK4141":"半导体产品","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT 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Musk)不懂如何制造电池，特斯拉押注圆柱形电池必定失败。目前，宁德时代的美国业务仅限于电池生产技术授权协议。福特汽车公司正在密歇根州建设一座工厂，根据与宁德时代达成的许可协议生产低成本磷酸铁锂电池，将其用于其电马Mach-E和F-150 Lightning皮卡。特斯拉也与宁德时代达成了类似的技术许可协议，借此在内华达州生产电池。据知情人士透露，该电池生产项目预计将在2025年启动，这一时间表此前未被报道过。马斯克不懂电池曾毓群上周四在宁德时代总部接受路透社采访时称，特斯拉与宁德时代达成的许可协议，能够让其CEO马斯克将资本投资集中在人工智能(AI)和自动驾驶汽车上。宁德时代是特斯拉上海工厂的主要供应商，后者是特斯拉最大、最赚钱的工厂。今年4月，曾毓群在马斯克访问北京时与他会面，并经常与他交谈。曾毓群称，他赞同马斯克对于AI自动驾驶技术潜力的看法。特斯拉的自动驾驶技术完全依赖于摄像头和AI，目标是打造可以大规模销售，大众负担得起的自动驾驶汽车。与之相反的是，特斯拉竞争对手则主要在开发更昂贵汽车，配备多层冗余技术以确保安全，并将其用于运营出租车或配送服务。“他全力押注自动驾驶战略，我认为这个方向很好。”曾毓群表示。不过，曾毓群也透露，自己已直接告诉马斯克，他对圆柱形电池(即4680电池)的押注“会失败，永远不会成功”。“我们有过一次非常激烈的辩论，我向他展示了(为何圆柱形电池不行)，”曾毓群说，“他当时沉默了。他不知道如何制造电池。这是电化学的问题。他擅长的是芯片、软件、硬件和机械方面的东西。”过度承诺曾毓群表示，他还曾问马斯克，为何在特斯拉新车或新技术上设定不切实际的时间表。马斯克告诉曾毓群，他想激励特斯拉员工，让他们集中精力，任何超过两年的时间框架都可能是“无限期”。“他的问题是承诺过多，我和他谈过，”曾毓群表示，“也许某些东西需要五年时间，但他说两年。我当然问过他为什么，他告诉我他想激励员工。”马斯克上个月承诺，明年将在美国得州和加州部署全自动驾驶版本的特斯拉Model 3和Model Y，并在2026年推出一款没有方向盘和踏板的双座Cybercab自动驾驶出租车。这一承诺引发了投资者的怀疑，因为过去十年他们一直在听马斯克大谈自动驾驶汽车。曾毓群没有提及马斯克的任何具体未兑现承诺，但他说：“他可能自己认为需要五年，但嘴上会说两年。如果你相信了他的话，你就会有大麻烦。他的方向是对的。”截至发稿，马斯克和特斯拉尚未立即就此置评。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370005633356208,"gmtCreate":1731374097242,"gmtModify":1731375403446,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 科技狂人，世界首富与世界最强国总统联手，在东方大国，欧洲，美国又都布局了超级工厂。还拥有火箭公司，Ai公司，媒体公司。电动车公司还有储能，自动驾驶，人型机器人叙事。相信马斯克会给特斯拉股东带来更多回报，会给世界带来更多惊喜","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 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难得一见的股市奇观，有幸赶上，很梦幻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/370083020054640","isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"拿住就行了","text":"拿住就行了","html":"拿住就行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368704751260136,"gmtCreate":1731058811978,"gmtModify":1731060522661,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"能不能炒掉鲍威尔，主要看鲍威尔是否能配合川普的经济政策，展示他一定的灵活性。一般来讲，总统不能直接炒掉美联储主席，但美联储主席会和现任总统有一定默契。马斯克很大可能还是挂名削减政府支出部的部长头衔，像他说的，不要报酬，也应该不是全职，或类似总统经济顾问的角色。马斯克的理想是星辰大海，和川普合作，只是要政府不要对他的企业有过多的监管","listText":"能不能炒掉鲍威尔，主要看鲍威尔是否能配合川普的经济政策，展示他一定的灵活性。一般来讲，总统不能直接炒掉美联储主席，但美联储主席会和现任总统有一定默契。马斯克很大可能还是挂名削减政府支出部的部长头衔，像他说的，不要报酬，也应该不是全职，或类似总统经济顾问的角色。马斯克的理想是星辰大海，和川普合作，只是要政府不要对他的企业有过多的监管","text":"能不能炒掉鲍威尔，主要看鲍威尔是否能配合川普的经济政策，展示他一定的灵活性。一般来讲，总统不能直接炒掉美联储主席，但美联储主席会和现任总统有一定默契。马斯克很大可能还是挂名削减政府支出部的部长头衔，像他说的，不要报酬，也应该不是全职，或类似总统经济顾问的角色。马斯克的理想是星辰大海，和川普合作，只是要政府不要对他的企业有过多的监管","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368704751260136","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368440245141824,"gmtCreate":1730973184562,"gmtModify":1730973186214,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368440245141824","repostId":"1180920092","repostType":2,"repost":{"id":"1180920092","pubTimestamp":1730957400,"share":"https://www.laohu8.com/m/news/1180920092?lang=&edition=full","pubTime":"2024-11-07 13:30","market":"us","language":"zh","title":"川普上任第一把火，先烧马斯克？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180920092","media":"硅兔赛跑","summary":"川普上任真的会给马斯克“免死金牌”吗？看上去，坐拥诸多赛道的头部公司，马斯克应该高枕无忧。据外媒NBC调查显示，近年来马斯克和其庞大的商业帝国与拜登政府卷入了至少19起监管或法律纠纷中中，其中10起案件仍在进行。但要说，马斯克真正站上大选政治中心，决定梭哈投入的时刻，无疑是2024年7月，川普枪杀案之后，马斯克公开表示支持特朗普任下一任总统人。如果仅做到这一程度，还不能看出马斯克的决心。","content":"<html><head></head><body><blockquote><p><strong>马斯克：梭哈是一种智慧，我只教一次。</strong></p></blockquote><p>硅谷里，很少有人敢像伊隆·马斯克（Elon Musk）一样，赌上自己的名誉和资源，如此倾力支持一位总统候选人。</p><p>所幸的是，在美国第47任总统大选中，这位护卫大臣一路成功将唐纳德·特朗普（Donald Trump）送上了总统“宝座”。特朗普也在选举之夜上，对其“论功行赏”，毫不遮掩地夸赞和感谢马斯克，并为SpaceX留出长达五分钟的“独家广告位”。</p><p><strong>如今，美国大选的大局已定，但作为头号功臣马斯克，究竟为何如此着急推川普上台？他又将会从这场选举之战中获得哪些好处？川普上任真的会给马斯克“免死金牌”吗？</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8f8190aea431e993d6b0831a3dc5172\" title=\"\" tg-width=\"878\" tg-height=\"459\"/></p><p>喧嚣之后，我们或许可以更冷静地看待这位硅谷超级明星在最疯狂的大选投资中，是如何缜密布局，全力投入以及谨慎收官。这次大选，也让我们再次看到马斯克在政治、经济、社会等多领域具备敏感投资嗅觉以及精准判断能力。</p><p>马斯克，用一场政治梭哈，换来了其商业帝国长达12年的发展黄金期。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13260bab46cce95b94e7fd3229dafdc8\" title=\"马斯克为特朗普在宾夕法尼亚州站台。（图源：美联社）\" tg-width=\"1080\" tg-height=\"705\"/><span>马斯克为特朗普在宾夕法尼亚州站台。（图源：美联社）</span></p><p><strong>进退两难的马斯克</strong></p><p><strong>急需一位新总统</strong></p><p>在最新发布2024福布斯全球亿万富豪榜里，马斯克凭借着1950亿美元坐稳全球第二，美国第一的财富宝座。</p><p>这位美国首富的财产组成主要有两大部分组成：公司股份+现金及其他资产。其中，公司股份的估值是马斯克身家最重要的组成部分，目前包括自动驾驶企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、商业太空企业SpaceX、社交媒体X以及脑机接口公司Neuralink、隧道公司The Boring Company等。</p><p>看上去，坐拥诸多赛道的头部公司，马斯克应该高枕无忧。但实际上，仔细梳理近一年以来各大公司的最新情况，不难发现马斯克旗下不少公司先后陷入发展瓶颈期，核心业务增长缓慢，创新业务停摆或延期。而解决公司问题的部分关键，兜兜转转地都绕不开美国政府。</p><p><strong>1、自动驾驶汽车特斯拉：安全监管或放宽，Robotaxi商业化进程提速</strong></p><p>首先是最关键的特斯拉。作为曾经的自动驾驶老大哥，特斯拉曾因自动驾驶和全自动驾驶功能而受到美国司法部和美国国家公路交通安全管理局的调查，涉及11起事故，76.5万辆车。</p><p>同时，特斯拉还陷入由美国国家劳工关系委员会发起的工会斗争、由平等就业机会委员会发起的种族歧视等纠纷中。可以看出，特斯拉一直受到美国政府的高度关注，多方面监管其发展。</p><p>此外，拜登政府时期也很少给予特斯拉支持，特斯拉既不在美<a href=\"https://laohu8.com/S/600617\">国新能源</a>补贴政策难扶持名单内，也没被白宫举行的美国电动汽车峰会邀请。可见，马斯克与美国政府之间的关系之差。</p><p>另一方面，无论是特斯拉的自动驾驶业务还是其刚刚发布的Robotaxi，想要进一步扩张都离不开美国政府的支持。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/031d34fcce8caf79463923592589bbd8\" title=\"来源：纽约时报\" tg-width=\"772\" tg-height=\"868\"/><span>来源：纽约时报</span></p><p><strong>2、商业航空公司SpaceX：特朗普助力火星移民计划，Starlink业务扩张速度加快</strong></p><p>商业航空公司SpaceX同样遇到了政府严格监管的难题。美国司法部正在起诉SpaceX，指控其在招聘过程中歧视难民；美国国家劳工关系委员会的一个地区办事处，投诉其非法解雇了八名员工；美国联邦航空管理局正对SpaceX处以633009美元的民事罚款；美国联邦通信委员会投票反对将SpaceX的Starlink纳入农村宽带计划，并给予资金扶持...</p><p>“他们拿走了所有可能拿到的合同。”马斯克曾愤怒地在采访中提到。</p><p>可以看出，SpaceX目前的业务增长离不开美国政府放宽监管，尤其是Starlink多州试点，扩大服务范围。</p><p>在探索太空方面，马斯克一直有个&#34;火星梦&#34;，这更需要和美国政府之间加强合作。他曾在采访中说道，自己的火星移民梦想只有在特朗普执政下才有可能实现。特朗普也积极回应道：“我希望他能将火箭送上火星，他承诺在我任期结束前将登陆火星。”</p><p><strong>3、社交媒体X：内容监管权让渡企业，重申言论自由重要性</strong></p><p>拜登时期，美国政府与马斯克旗下的社交媒体X主要争议点在于涉及言论自由权利和政府如何对平台内容监管，以及其决策影响力方面，拜登还希望推动美国230条款改革以抑制非法言论。</p><p>但显然特朗普相较而言更倡导言论自由，无论是他创办社交媒体平台Truth，还是其选举时期时发言以及政策宣传，都可以看出他更愿意将平台内容监管权让渡给企业，而非政府监管平台内容。</p><p><strong>4、脑机接口Neuralink：FDA审批加快，新品上线加速</strong></p><p>作为一个创新性侵入式脑机接口项目，美国政府一直对Neuralink持全方位严格审查的态度。</p><p>美国农业部对Neuralink公司的动物试验展开了调查，以确定相关行为是否符合《动物福利法》规定的最低标准；美国交通部也在动物福利倡议组织的要求下对Neuralink发起调查，原因是该公司试验材料运输过程存在“草率、不安全的操作”，可能涉及危险病原体传播的风险；美国动物保护组织PCRM对Neuralink提起诉讼，指控其“虐待”猴子...</p><p>此外，Neuralink还曾2022年初寻求FDA的人体试验许可，但一度遭到拒绝，直到一年多时间后才通过。Neuralink也终于推出了其首款产品Telepathy，并于2024年1月完成首例人类大脑设备植入手术。</p><p><strong>5、隧道公司The Boring Company：“超级高铁”建设重启，打造地下公路交通系统</strong></p><p>你可能很难想象，作为马斯克“最无聊公司之一”，The Boring Company成立7年，仅运营了2.4英里的隧道。这一切都与马斯克最初设想——建立一个庞大的多站点式的地下公路交通系统，让无人驾驶汽车能够以150英里时速将人送往目的地相差甚远。可以说，The Boring Company是与马斯克的Robotaxi计划相辅相成，为其做基建准备。</p><p>如今，Robotaxi已接近就绪，但道路建设却进展缓慢。The Boring Company的巴尔的摩-马里兰环线隧道项目遭到了大量的投诉和抗议；公司在美国加利福尼亚州、伊利诺斯州、得克萨斯州、佛罗里达州和马里兰州的项目均无疾而终...</p><p>因此，相较于马斯克其他公司而言，The Boring Company的业务进展更依赖于美国政府的支持。</p><p>据外媒NBC调查显示，近年来马斯克和其庞大的商业帝国与拜登政府卷入了至少19起监管或法律纠纷中中，其中10起案件仍在进行。不少项目自从2022年以后，在拜登政府的严密监管下，进展更为缓慢。</p><p>特斯拉的高管曾在X上喊话老板回公司上班，暗指马斯克精力较少投入到企业运营中。如今想来，或许是马斯克梳理完旗下公司所有的问题，选择从他们最大的共性问题——美国政府开始解决。</p><p><strong>ALL in 大选</strong></p><p><strong>马斯克的“梭哈”策略</strong></p><p>很难说，马斯克是从哪一天开始布局这一次大选投资，但最早初显端倪的，算是马斯克以440亿美元收购推特。</p><p>毕竟，马老板上任后的第一件事，就是解开了对特朗普的账号封禁。不少网友分析，从这里开始，马斯克就埋下了大选投资的第一步棋。</p><p>不得不说，在如今的美国社会，社交平台X（前推特）仍是大选经久不变的主战场，马斯克邀请特朗普于X平台进行直播，也颇具几分接风洗尘的色彩。</p><p>但要说，马斯克真正站上大选政治中心，决定梭哈投入的时刻，无疑是2024年7月，川普枪杀案之后，马斯克公开表示支持特朗普任下一任总统人。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77d399c7a8ac3c5b8ec67f6144173304\" title=\"\" tg-width=\"1080\" tg-height=\"582\"/></p><p>如果仅做到这一程度，还不能看出马斯克的决心。毕竟公开支持某任总统候选人的硅谷人，并不在少数。马斯克最大胆的一步，则是走上了川普的集会讲台。</p><p>据不完全统计，马斯克参与了至少3场川普集会，多次公开大吹特吹川普上任的好处，甚至振臂高呼：“Trump、Trump、Trump，Vote、Vote、Vote”的口号。在美国关键摇摆州宾夕法尼亚州，马斯克和特朗普一同出现在集会上，强调特朗普作为唯一能够“维护美国民主”的候选人的重要性。马斯克还在费城郊区独立举办活动支持特朗普。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/058b33c3814ab4a6953b343e3520edf5\" title=\"图源：Foreign Policy\" tg-width=\"1080\" tg-height=\"713\"/><span>图源：Foreign Policy</span></p><p>走到这里，马斯克已经算将自己的命运牢牢地和特朗普绑在了一起。连他自己都笑言道：“如果哈里斯上台，那我就完了，你觉得我还能见到我的孩子们吗？”</p><p>事实上，除了明面之上，马斯克为川普站台以外，在暗涌之下，马斯克还将其个人资源发挥到极致，开始这一场最疯狂的投资。</p><p><strong>首先是砸钱为“懂王”造势。</strong>马斯克不但设立了政治行动委员会America PAC专为支持特朗普，而且还向特朗普竞选团队捐赠至少1.32亿美元。这其中，马斯克甚至还向特朗普和其他共和党人提供了5600万美元。</p><p>更不用提，马斯克投入1500万美元向摇摆州投票选民“撒钱”。只要投川普就有奖金，每天发放100万美元，持续半个月。尽管这1500万对马斯克来说，可能并不多，对选举投入来说，也不算太多，但他这一手神奇操作，美国几乎无人不知马斯克对川普的大力支持。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/107d8d760241181d86f783757dc11a6e\" title=\"图源：WDSU\" tg-width=\"1080\" tg-height=\"597\"/><span>图源：WDSU</span></p><p><strong>其次则是资源引荐。</strong>比如说，马斯克曾和自己密友、高级投资人Nelson Peltz一同向特朗普表“忠心”，他们会与政治盟友在全美召集有影响力的商业领袖，试图说服他们不要支持现任总统拜登。确实效果显著，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的联合创始人Peter Thiel、风险投资家David Sacks都是马斯克的好友，在竞选期间都公开表示支持特朗普。而拜登最终也退出总统大选，推哈里斯上台参选。</p><p>在夺取关键摇摆州宾夕法尼亚州支持时，马斯克在当地频繁举办市政厅会议，亲自宣扬其在选举中的关键角色，并在社交媒体平台X上更新提前投票数据，发布与选举帖。</p><p>他还调派了自己的智囊团帮助特朗普在宾夕法尼亚州的竞选，试图用其说辞鼓励选民支持特朗普。这也为特朗普赢得总统大选夺得了最关键的19张选举人票。</p><p>如果我们将这场大选看成马斯克对特朗普的投资项目，那马斯克或许会成为不少人心中较为理想的投资者：大笔资金供应，倾力资源扶持，利用自身影响力造势，还提供智囊团解决关键问题，同时还并不干预共和党的政策提案。</p><p>而细看马斯克，他困在诸多企业问题之中，勇敢赌上全部身家，选择与特朗普共进退。</p><p>此外，还值得注意的一点，马斯克看似All in的这一场投资，但并非真的一点退路都未给自己留下。</p><p><strong>他的最大退路，是哈里斯。</strong>可以看出，哈里斯在对创新技术、创新企业方向一直是采取较为包容的倾听态度，多数情况下，哈里斯乐于愿意平衡监管和创新监管，所以即便是哈里斯上位，马斯克受到政府监管应该不会比拜登时期更严格。</p><p>高调入局，精准把握社会、政治走向，权衡人心，追求成功，马斯克亲身演绎如何在硅谷最疯狂的投资中一举取胜。</p><p><strong>抽身而退</strong></p><p><strong>马斯克赌赢了未来12年</strong></p><p>硅谷的巨头，与初创企业一样，也在等待靴子的落地。</p><p>这一场大选投资，带来的回报或许比马斯克预估的还要高。</p><p>首先是，特朗普碾压式赢了哈里斯，无论是选举人票还是普票都优势明显，最终以277:226获胜。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49533888b734532f005030ca91dafa87\" title=\"\" tg-width=\"1080\" tg-height=\"622\"/></p><p>其次是，共和党赢得了参议院和众议院的大多数席位，这意味着特朗普在立法方面也拥有较大的影响力，实现了行政与立法的统一。</p><p>最后是，现在最高法院内的大法官，采用的是终身制，多数仍是特朗普上任任期内提拔保守派人选，几乎等于自己人。</p><p>因此，<strong>特朗普第二任总统任期，可以说是三权在握，影响力和决策权非常大。</strong></p><p>不少人乐观预计，特朗普只要稳步前进，连任两届，再扶持下一代共和党候选人上位，未来12年内，共和党的权力都会相当大。</p><p>而这一切，落到<strong>马斯克身上，或将为其商业帝国留出了12年黄金发展期。</strong>恰逢各大创新技术蓬勃发展，态势一片向好。</p><p>赚得越多，行事越小心，这一点也在特朗普宣布胜任之后，在马斯克身上反馈的尤为明显。截止发稿时间，马斯克仅在其自家平台上简单恭喜川普胜任后再无更多发言。比起其在选举之间的大肆吹捧，如今的马斯克，已经深藏功与名，拂袖抽身退去。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5137c4ef0dfdffae48235c91aed37b65\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p><strong>但马斯克真的和特朗普新政毫无冲突吗？显然不是如此。</strong></p><p>首先第一个问题还是在<strong>监管</strong>上。如果真如特朗普所许诺，马老板成为美国国家效率委员会首个部长，缩减其他企业开支，马斯克将会如何监管自己，又如何监管其他行业。这显然不是一道好答的问题。马斯克甚至也并不回避潜在的利益冲突，而是公开表示希望特朗普通过削减监管来直接帮助他的企业。</p><p>另一方面，马斯克在海外的商业投资和特朗普的关税政策，有着<strong>利益冲突</strong>问题，这也是其企业发展隐患之一。</p><p>川普显然不会任由马斯克肆意妄为，甚至早在选举前就已经放话，马斯克将会成为他的“削减成本部长”，但“不会进入内阁”。而对此，马斯克在采访中也早有预料，他提到：“白宫会根据不同人士采取不同的政策。”</p><p><strong>如今，哈里斯与特朗普政治斗争已然结束，但马斯克与特朗普的博弈才刚刚开始。</strong></p></body></html>","source":"lsy1569392927766","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>川普上任第一把火，先烧马斯克？</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川普上任第一把火，先烧马斯克？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Unu_drtRQ0zrGV1VeM494Q><strong>硅兔赛跑</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克：梭哈是一种智慧，我只教一次。硅谷里，很少有人敢像伊隆·马斯克（Elon Musk）一样，赌上自己的名誉和资源，如此倾力支持一位总统候选人。所幸的是，在美国第47任总统大选中，这位护卫大臣一路成功将唐纳德·特朗普（Donald Trump）送上了总统“宝座”。特朗普也在选举之夜上，对其“论功行赏”，毫不遮掩地夸赞和感谢马斯克，并为SpaceX留出长达五分钟的“独家广告位”。如今，美国大选的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Unu_drtRQ0zrGV1VeM494Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/Unu_drtRQ0zrGV1VeM494Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180920092","content_text":"马斯克：梭哈是一种智慧，我只教一次。硅谷里，很少有人敢像伊隆·马斯克（Elon Musk）一样，赌上自己的名誉和资源，如此倾力支持一位总统候选人。所幸的是，在美国第47任总统大选中，这位护卫大臣一路成功将唐纳德·特朗普（Donald Trump）送上了总统“宝座”。特朗普也在选举之夜上，对其“论功行赏”，毫不遮掩地夸赞和感谢马斯克，并为SpaceX留出长达五分钟的“独家广告位”。如今，美国大选的大局已定，但作为头号功臣马斯克，究竟为何如此着急推川普上台？他又将会从这场选举之战中获得哪些好处？川普上任真的会给马斯克“免死金牌”吗？喧嚣之后，我们或许可以更冷静地看待这位硅谷超级明星在最疯狂的大选投资中，是如何缜密布局，全力投入以及谨慎收官。这次大选，也让我们再次看到马斯克在政治、经济、社会等多领域具备敏感投资嗅觉以及精准判断能力。马斯克，用一场政治梭哈，换来了其商业帝国长达12年的发展黄金期。马斯克为特朗普在宾夕法尼亚州站台。（图源：美联社）进退两难的马斯克急需一位新总统在最新发布2024福布斯全球亿万富豪榜里，马斯克凭借着1950亿美元坐稳全球第二，美国第一的财富宝座。这位美国首富的财产组成主要有两大部分组成：公司股份+现金及其他资产。其中，公司股份的估值是马斯克身家最重要的组成部分，目前包括自动驾驶企业特斯拉、商业太空企业SpaceX、社交媒体X以及脑机接口公司Neuralink、隧道公司The Boring Company等。看上去，坐拥诸多赛道的头部公司，马斯克应该高枕无忧。但实际上，仔细梳理近一年以来各大公司的最新情况，不难发现马斯克旗下不少公司先后陷入发展瓶颈期，核心业务增长缓慢，创新业务停摆或延期。而解决公司问题的部分关键，兜兜转转地都绕不开美国政府。1、自动驾驶汽车特斯拉：安全监管或放宽，Robotaxi商业化进程提速首先是最关键的特斯拉。作为曾经的自动驾驶老大哥，特斯拉曾因自动驾驶和全自动驾驶功能而受到美国司法部和美国国家公路交通安全管理局的调查，涉及11起事故，76.5万辆车。同时，特斯拉还陷入由美国国家劳工关系委员会发起的工会斗争、由平等就业机会委员会发起的种族歧视等纠纷中。可以看出，特斯拉一直受到美国政府的高度关注，多方面监管其发展。此外，拜登政府时期也很少给予特斯拉支持，特斯拉既不在美国新能源补贴政策难扶持名单内，也没被白宫举行的美国电动汽车峰会邀请。可见，马斯克与美国政府之间的关系之差。另一方面，无论是特斯拉的自动驾驶业务还是其刚刚发布的Robotaxi，想要进一步扩张都离不开美国政府的支持。来源：纽约时报2、商业航空公司SpaceX：特朗普助力火星移民计划，Starlink业务扩张速度加快商业航空公司SpaceX同样遇到了政府严格监管的难题。美国司法部正在起诉SpaceX，指控其在招聘过程中歧视难民；美国国家劳工关系委员会的一个地区办事处，投诉其非法解雇了八名员工；美国联邦航空管理局正对SpaceX处以633009美元的民事罚款；美国联邦通信委员会投票反对将SpaceX的Starlink纳入农村宽带计划，并给予资金扶持...“他们拿走了所有可能拿到的合同。”马斯克曾愤怒地在采访中提到。可以看出，SpaceX目前的业务增长离不开美国政府放宽监管，尤其是Starlink多州试点，扩大服务范围。在探索太空方面，马斯克一直有个\"火星梦\"，这更需要和美国政府之间加强合作。他曾在采访中说道，自己的火星移民梦想只有在特朗普执政下才有可能实现。特朗普也积极回应道：“我希望他能将火箭送上火星，他承诺在我任期结束前将登陆火星。”3、社交媒体X：内容监管权让渡企业，重申言论自由重要性拜登时期，美国政府与马斯克旗下的社交媒体X主要争议点在于涉及言论自由权利和政府如何对平台内容监管，以及其决策影响力方面，拜登还希望推动美国230条款改革以抑制非法言论。但显然特朗普相较而言更倡导言论自由，无论是他创办社交媒体平台Truth，还是其选举时期时发言以及政策宣传，都可以看出他更愿意将平台内容监管权让渡给企业，而非政府监管平台内容。4、脑机接口Neuralink：FDA审批加快，新品上线加速作为一个创新性侵入式脑机接口项目，美国政府一直对Neuralink持全方位严格审查的态度。美国农业部对Neuralink公司的动物试验展开了调查，以确定相关行为是否符合《动物福利法》规定的最低标准；美国交通部也在动物福利倡议组织的要求下对Neuralink发起调查，原因是该公司试验材料运输过程存在“草率、不安全的操作”，可能涉及危险病原体传播的风险；美国动物保护组织PCRM对Neuralink提起诉讼，指控其“虐待”猴子...此外，Neuralink还曾2022年初寻求FDA的人体试验许可，但一度遭到拒绝，直到一年多时间后才通过。Neuralink也终于推出了其首款产品Telepathy，并于2024年1月完成首例人类大脑设备植入手术。5、隧道公司The Boring Company：“超级高铁”建设重启，打造地下公路交通系统你可能很难想象，作为马斯克“最无聊公司之一”，The Boring Company成立7年，仅运营了2.4英里的隧道。这一切都与马斯克最初设想——建立一个庞大的多站点式的地下公路交通系统，让无人驾驶汽车能够以150英里时速将人送往目的地相差甚远。可以说，The Boring Company是与马斯克的Robotaxi计划相辅相成，为其做基建准备。如今，Robotaxi已接近就绪，但道路建设却进展缓慢。The Boring Company的巴尔的摩-马里兰环线隧道项目遭到了大量的投诉和抗议；公司在美国加利福尼亚州、伊利诺斯州、得克萨斯州、佛罗里达州和马里兰州的项目均无疾而终...因此，相较于马斯克其他公司而言，The Boring Company的业务进展更依赖于美国政府的支持。据外媒NBC调查显示，近年来马斯克和其庞大的商业帝国与拜登政府卷入了至少19起监管或法律纠纷中中，其中10起案件仍在进行。不少项目自从2022年以后，在拜登政府的严密监管下，进展更为缓慢。特斯拉的高管曾在X上喊话老板回公司上班，暗指马斯克精力较少投入到企业运营中。如今想来，或许是马斯克梳理完旗下公司所有的问题，选择从他们最大的共性问题——美国政府开始解决。ALL in 大选马斯克的“梭哈”策略很难说，马斯克是从哪一天开始布局这一次大选投资，但最早初显端倪的，算是马斯克以440亿美元收购推特。毕竟，马老板上任后的第一件事，就是解开了对特朗普的账号封禁。不少网友分析，从这里开始，马斯克就埋下了大选投资的第一步棋。不得不说，在如今的美国社会，社交平台X（前推特）仍是大选经久不变的主战场，马斯克邀请特朗普于X平台进行直播，也颇具几分接风洗尘的色彩。但要说，马斯克真正站上大选政治中心，决定梭哈投入的时刻，无疑是2024年7月，川普枪杀案之后，马斯克公开表示支持特朗普任下一任总统人。如果仅做到这一程度，还不能看出马斯克的决心。毕竟公开支持某任总统候选人的硅谷人，并不在少数。马斯克最大胆的一步，则是走上了川普的集会讲台。据不完全统计，马斯克参与了至少3场川普集会，多次公开大吹特吹川普上任的好处，甚至振臂高呼：“Trump、Trump、Trump，Vote、Vote、Vote”的口号。在美国关键摇摆州宾夕法尼亚州，马斯克和特朗普一同出现在集会上，强调特朗普作为唯一能够“维护美国民主”的候选人的重要性。马斯克还在费城郊区独立举办活动支持特朗普。图源：Foreign Policy走到这里，马斯克已经算将自己的命运牢牢地和特朗普绑在了一起。连他自己都笑言道：“如果哈里斯上台，那我就完了，你觉得我还能见到我的孩子们吗？”事实上，除了明面之上，马斯克为川普站台以外，在暗涌之下，马斯克还将其个人资源发挥到极致，开始这一场最疯狂的投资。首先是砸钱为“懂王”造势。马斯克不但设立了政治行动委员会America PAC专为支持特朗普，而且还向特朗普竞选团队捐赠至少1.32亿美元。这其中，马斯克甚至还向特朗普和其他共和党人提供了5600万美元。更不用提，马斯克投入1500万美元向摇摆州投票选民“撒钱”。只要投川普就有奖金，每天发放100万美元，持续半个月。尽管这1500万对马斯克来说，可能并不多，对选举投入来说，也不算太多，但他这一手神奇操作，美国几乎无人不知马斯克对川普的大力支持。图源：WDSU其次则是资源引荐。比如说，马斯克曾和自己密友、高级投资人Nelson Peltz一同向特朗普表“忠心”，他们会与政治盟友在全美召集有影响力的商业领袖，试图说服他们不要支持现任总统拜登。确实效果显著，PayPal的联合创始人Peter Thiel、风险投资家David Sacks都是马斯克的好友，在竞选期间都公开表示支持特朗普。而拜登最终也退出总统大选，推哈里斯上台参选。在夺取关键摇摆州宾夕法尼亚州支持时，马斯克在当地频繁举办市政厅会议，亲自宣扬其在选举中的关键角色，并在社交媒体平台X上更新提前投票数据，发布与选举帖。他还调派了自己的智囊团帮助特朗普在宾夕法尼亚州的竞选，试图用其说辞鼓励选民支持特朗普。这也为特朗普赢得总统大选夺得了最关键的19张选举人票。如果我们将这场大选看成马斯克对特朗普的投资项目，那马斯克或许会成为不少人心中较为理想的投资者：大笔资金供应，倾力资源扶持，利用自身影响力造势，还提供智囊团解决关键问题，同时还并不干预共和党的政策提案。而细看马斯克，他困在诸多企业问题之中，勇敢赌上全部身家，选择与特朗普共进退。此外，还值得注意的一点，马斯克看似All in的这一场投资，但并非真的一点退路都未给自己留下。他的最大退路，是哈里斯。可以看出，哈里斯在对创新技术、创新企业方向一直是采取较为包容的倾听态度，多数情况下，哈里斯乐于愿意平衡监管和创新监管，所以即便是哈里斯上位，马斯克受到政府监管应该不会比拜登时期更严格。高调入局，精准把握社会、政治走向，权衡人心，追求成功，马斯克亲身演绎如何在硅谷最疯狂的投资中一举取胜。抽身而退马斯克赌赢了未来12年硅谷的巨头，与初创企业一样，也在等待靴子的落地。这一场大选投资，带来的回报或许比马斯克预估的还要高。首先是，特朗普碾压式赢了哈里斯，无论是选举人票还是普票都优势明显，最终以277:226获胜。其次是，共和党赢得了参议院和众议院的大多数席位，这意味着特朗普在立法方面也拥有较大的影响力，实现了行政与立法的统一。最后是，现在最高法院内的大法官，采用的是终身制，多数仍是特朗普上任任期内提拔保守派人选，几乎等于自己人。因此，特朗普第二任总统任期，可以说是三权在握，影响力和决策权非常大。不少人乐观预计，特朗普只要稳步前进，连任两届，再扶持下一代共和党候选人上位，未来12年内，共和党的权力都会相当大。而这一切，落到马斯克身上，或将为其商业帝国留出了12年黄金发展期。恰逢各大创新技术蓬勃发展，态势一片向好。赚得越多，行事越小心，这一点也在特朗普宣布胜任之后，在马斯克身上反馈的尤为明显。截止发稿时间，马斯克仅在其自家平台上简单恭喜川普胜任后再无更多发言。比起其在选举之间的大肆吹捧，如今的马斯克，已经深藏功与名，拂袖抽身退去。但马斯克真的和特朗普新政毫无冲突吗？显然不是如此。首先第一个问题还是在监管上。如果真如特朗普所许诺，马老板成为美国国家效率委员会首个部长，缩减其他企业开支，马斯克将会如何监管自己，又如何监管其他行业。这显然不是一道好答的问题。马斯克甚至也并不回避潜在的利益冲突，而是公开表示希望特朗普通过削减监管来直接帮助他的企业。另一方面，马斯克在海外的商业投资和特朗普的关税政策，有着利益冲突问题，这也是其企业发展隐患之一。川普显然不会任由马斯克肆意妄为，甚至早在选举前就已经放话，马斯克将会成为他的“削减成本部长”，但“不会进入内阁”。而对此，马斯克在采访中也早有预料，他提到：“白宫会根据不同人士采取不同的政策。”如今，哈里斯与特朗普政治斗争已然结束，但马斯克与特朗普的博弈才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368114179842096,"gmtCreate":1730887731984,"gmtModify":1730889103871,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/U/4100517425095450\">@仓右嘉措</a>:他只是在展示自己的无知而已//<a href=\"https://laohu8.com/U/4100517425095450\">@仓右嘉措</a>:建议清空特斯拉，满仓比亚迪。","listText":"Replying to <a href=\"https://laohu8.com/U/4100517425095450\">@仓右嘉措</a>:他只是在展示自己的无知而已//<a href=\"https://laohu8.com/U/4100517425095450\">@仓右嘉措</a>:建议清空特斯拉，满仓比亚迪。","text":"Replying to 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12:27","market":"us","language":"zh","title":"前九月新能源汽车销量榜：比亚迪称霸全球 2个特斯拉也追不上","url":"https://stock-news.laohu8.com/highlight/detail?id=2480528042","media":"快科技","summary":"榜单显示，今年前9月，比亚迪全球销量为250.23万辆，为全球新能源销冠，并且断档式领先其它车企。美国车企特斯拉以124.41万辆的成绩排名第二，与比亚迪的差距较大，特斯拉全球销量的2倍，还不及比亚迪。不过，特斯拉为纯电车型，而比亚迪的混动测行占比较多，且特斯拉车辆均价大幅领先比亚迪。五菱汽车则以37.02万辆的销量，位居榜单第三，不同于比亚迪、特斯拉等品牌销量过百万，五菱及后面的品牌均属于第二梯队阵营。","content":"<html><body><article><p>快科技11月1日消息，<a href=\"https://laohu8.com/S/BITA\">易车</a>榜今日公布了1-9月份全球新能源品牌销量榜Top20。</p><p>榜单显示，<strong>今年前9月，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>全球销量为250.23万辆，为全球新能源销冠，并且断档式领先其它车企。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Ok9eK0Gn-N2em-LNJPLASB6LUXfFpD2-4OxsF0aNBYdIcAA/0\"/><p>美国车企<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>以124.41万辆的成绩排名第二，与比亚迪的差距较大，特斯拉全球销量的2倍，还不及比亚迪。</p><p>不过，特斯拉为纯电车型，而比亚迪的混动测行占比较多，且特斯拉车辆均价大幅领先比亚迪。</p><p><a href=\"https://laohu8.com/S/00305\">五菱汽车</a>则以37.02万辆的销量，位居榜单第三，<strong>不同于比亚迪、特斯拉等品牌销量过百万，五菱及后面的品牌均属于第二梯队阵营。</strong></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>前九月的累计销量为34.18万辆，排名榜单第四；不过，理想汽车在国内新势力阵营中，则属于销冠品牌。</p><p>德国的大众和宝马，今年新能源车型销量明显大增，分别为位居榜单第五、第六名，销量为31.38万、31.33万辆，均在30万辆以上。</p><p>至于第七至第十名，分别为鸿蒙智行、埃安、奔驰和沃尔沃等品牌，销量也都在20万辆以上。</p><p>而榜单的第十至第二十名，同样是中国品牌居多，共有五家中国车企上榜。</p><img src=\"https://inews.gtimg.com/om_bt/O07uQ0gn8H0cUI60wDAuTbRmgTQpOGe_UNQjTryBpwjawAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/O0h2N3gsPjrzJrBASWO8fwr5IDX_9Hl9LzGz03CIFKrOgAA/0\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>前九月新能源汽车销量榜：比亚迪称霸全球 2个特斯拉也追不上</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前九月新能源汽车销量榜：比亚迪称霸全球 2个特斯拉也追不上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 12:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101123349a2064728&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月1日消息，易车榜今日公布了1-9月份全球新能源品牌销量榜Top20。榜单显示，今年前9月，比亚迪全球销量为250.23万辆，为全球新能源销冠，并且断档式领先其它车企。美国车企特斯拉以124.41万辆的成绩排名第二，与比亚迪的差距较大，特斯拉全球销量的2倍，还不及比亚迪。不过，特斯拉为纯电车型，而比亚迪的混动测行占比较多，且特斯拉车辆均价大幅领先比亚迪。五菱汽车则以37.02万辆的销量，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101123349a2064728&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","01211":"比亚迪股份","LU0823414478.USD":"法巴经典能源转换基金","BK4511":"特斯拉概念","TSLA":"特斯拉","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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ACC","BK4574":"无人驾驶","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101123349a2064728&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2480528042","content_text":"快科技11月1日消息，易车榜今日公布了1-9月份全球新能源品牌销量榜Top20。榜单显示，今年前9月，比亚迪全球销量为250.23万辆，为全球新能源销冠，并且断档式领先其它车企。美国车企特斯拉以124.41万辆的成绩排名第二，与比亚迪的差距较大，特斯拉全球销量的2倍，还不及比亚迪。不过，特斯拉为纯电车型，而比亚迪的混动测行占比较多，且特斯拉车辆均价大幅领先比亚迪。五菱汽车则以37.02万辆的销量，位居榜单第三，不同于比亚迪、特斯拉等品牌销量过百万，五菱及后面的品牌均属于第二梯队阵营。理想汽车前九月的累计销量为34.18万辆，排名榜单第四；不过，理想汽车在国内新势力阵营中，则属于销冠品牌。德国的大众和宝马，今年新能源车型销量明显大增，分别为位居榜单第五、第六名，销量为31.38万、31.33万辆，均在30万辆以上。至于第七至第十名，分别为鸿蒙智行、埃安、奔驰和沃尔沃等品牌，销量也都在20万辆以上。而榜单的第十至第二十名，同样是中国品牌居多，共有五家中国车企上榜。","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365973277638784,"gmtCreate":1730379505932,"gmtModify":1730380653833,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"比亚迪第三季度纯电车销量是44.34万辆，特斯拉是46.2万辆，无论是数量还是销售额都比特斯拉低。如果把比亚迪的混动车也算在内，和特斯拉不是一个赛道，很难做比较。说电车王易主，还为时尚早","listText":"比亚迪第三季度纯电车销量是44.34万辆，特斯拉是46.2万辆，无论是数量还是销售额都比特斯拉低。如果把比亚迪的混动车也算在内，和特斯拉不是一个赛道，很难做比较。说电车王易主，还为时尚早","text":"比亚迪第三季度纯电车销量是44.34万辆，特斯拉是46.2万辆，无论是数量还是销售额都比特斯拉低。如果把比亚迪的混动车也算在内，和特斯拉不是一个赛道，很难做比较。说电车王易主，还为时尚早","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365973277638784","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365111260758080,"gmtCreate":1730148509205,"gmtModify":1730148511346,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"在讲冷笑话","listText":"在讲冷笑话","text":"在讲冷笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365111260758080","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363220532764976,"gmtCreate":1729719482713,"gmtModify":1729719484062,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 黑特斯拉的终被打脸。空特斯拉的终食恶果","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 黑特斯拉的终被打脸。空特斯拉的终食恶果","text":"$特斯拉(TSLA)$ 黑特斯拉的终被打脸。空特斯拉的终食恶果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363220532764976","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363026686627984,"gmtCreate":1729670993831,"gmtModify":1729670996602,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"特斯拉第三季度交付量和收入应该没有多少问题，会符合预期或超预期。只是利润率是焦点。如果利润率不是太差，而电话会议给出廉价车和换新Modle Y的推出时间，或给出FSD 新进展的消息，或Robotaxi 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[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368114179842096,"gmtCreate":1730887731984,"gmtModify":1730889103871,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","listText":"<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","text":"$特斯拉(TSLA)$ 坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","images":[{"img":"https://static.tigerbbs.com/d7c7f89d7f550f45f0e3f043354685aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/368114179842096","isVote":1,"tweetType":1,"viewCount":6245,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":265817943396504,"gmtCreate":1705915365037,"gmtModify":1705915366367,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265817943396504","repostId":"265409563107352","repostType":1,"repost":{"id":265409563107352,"gmtCreate":1705818642035,"gmtModify":1705821926225,"author":{"id":"10000000000010662","authorId":"10000000000010662","name":"芝能汽车","avatar":"https://static.tigerbbs.com/336727d832ab95004d9b13efcaa8b9b2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010662","authorIdStr":"10000000000010662"},"themes":[],"title":"特斯拉电池工厂启动扩建，4680电池要来了？","htmlText":"&nbsp;芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 特斯拉内华达超级工厂是特斯拉公司为确保电池供应，实现雄心勃勃增长计划的第一步。电池工厂是由特斯拉与松下合作，通过增加新的电池生产能力，以满足特斯拉车辆和储能产品对电池组的需求。原计划中，该工厂建成后每年可生产105 GWh电池，年产150 GWh电池组。但由于特斯拉和松下专注于优化当前产能，工厂目前仅完成了约30%的建设。 特斯拉在2023年1月宣布大规模扩建内华达超级工厂，专门增加Tesla Semi卡车和4680电池的产量，并最终将工厂扩大到原计划规模。新增目标是在工厂批量生产Tesla Semi和4680电池，目前Tesla Semi卡车的生产问题，主要卡在了4680电池的环节。 从时间来看， ●&nbsp;2023年1月，特斯拉生产100万个4680电池 ●&nbsp;2023年6月，特斯拉生产1000万个4680电池 ●&nbsp;2023年10月，宣布突破第2000万个4680电池 如果我们按照90-100Wh来估算，加起来也就生产了2GWh的水平。 我们知道4680电池对特斯拉的新车型项目，尤其是Cybertruck新能源卡车，具有","listText":"&nbsp;芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 特斯拉内华达超级工厂是特斯拉公司为确保电池供应，实现雄心勃勃增长计划的第一步。电池工厂是由特斯拉与松下合作，通过增加新的电池生产能力，以满足特斯拉车辆和储能产品对电池组的需求。原计划中，该工厂建成后每年可生产105 GWh电池，年产150 GWh电池组。但由于特斯拉和松下专注于优化当前产能，工厂目前仅完成了约30%的建设。 特斯拉在2023年1月宣布大规模扩建内华达超级工厂，专门增加Tesla Semi卡车和4680电池的产量，并最终将工厂扩大到原计划规模。新增目标是在工厂批量生产Tesla Semi和4680电池，目前Tesla Semi卡车的生产问题，主要卡在了4680电池的环节。 从时间来看， ●&nbsp;2023年1月，特斯拉生产100万个4680电池 ●&nbsp;2023年6月，特斯拉生产1000万个4680电池 ●&nbsp;2023年10月，宣布突破第2000万个4680电池 如果我们按照90-100Wh来估算，加起来也就生产了2GWh的水平。 我们知道4680电池对特斯拉的新车型项目，尤其是Cybertruck新能源卡车，具有","text":"芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 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本周可以企稳200，并有所突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322771993350256","isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306538710630616,"gmtCreate":1715873123795,"gmtModify":1715873255996,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"themes":[],"htmlText":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","listText":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","text":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/306538710630616","repostId":"2435676822","repostType":2,"repost":{"id":"2435676822","pubTimestamp":1715857286,"share":"https://www.laohu8.com/m/news/2435676822?lang=&edition=full","pubTime":"2024-05-16 19:01","market":"hk","language":"zh","title":"百度喊话特斯拉：“如果不信可以先来武汉跑一跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2435676822","media":"观察者网","summary":"但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。","content":"<html><body><article><p>（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在<a href=\"https://laohu8.com/S/BIDU\">百度</a>“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：</p><p>“对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”</p><p>但是百度集团副总裁、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：</p><p>“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”</p><p>2024 年 4 月 6 日，特斯拉首席执行官马斯克曾在社交媒体上表示，特斯拉的 Robotaxi 将会在 8 月 8 日推出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516190754390v163yuc0fg3ferv\"/><p>2024 年 4 月 29 日，马斯克到访中国。随后有消息指出，马斯克和中国有关部门就 FSD（特斯拉自动驾驶系统）在华落地的可能性展开讨论。</p><p>有观点认为，受限于外资企业在中国进行数据采集和训练的合规性、搜集到的数据的脱敏等问题，特斯拉需要在中国和本土供应商合作来完成 FSD 和 Robotaxi 的落地。</p><p>《华尔街日报》 4 月 29 日报道称，有知情人士表示，中国官员告诉特斯拉，北京已经初步批准了特斯拉在中国推出 FSD 软件功能的计划。知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。</p><p>值得注意的是，4月28日，中国汽车工业协会、国家计算机网络应急技术处理协调中心发布《关于汽车数据处理4项安全要求检测情况的通报（第一批）》，特斯拉Model 3和Model Y均在此次符合汽车数据安全4项合规要求的车型名单之中——这也被外界视为特斯拉在为 FSD 入华做前期准备。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516190755516v163c8uvw5mwxb2\"/><p>美国银行在一份报告中指出，马斯克的中国行为特斯拉扫清了在华推出 FSD 软件的障碍，这可能会提高该公司在未来十年的盈利。美银表示，一旦这项技术推出，特斯拉可以向中国 FSD 用户收取每月 99 美元左右的费用（基于其在美国的定价），那么即使在 160 万特斯拉司机中只有四分之一的人订阅，这将相当于 5 亿美元的年收入。</p><p>该行表示：</p><p>“但由于毛利率可能超过 70%，盈利可能达到 3.5 亿美元。”“随着时间的推移，这个数字可能会显著增加，根据IHS对特斯拉在华汽车销量的预测，在同样的假设下，到 2030 年，特斯拉的年度盈利可能达到 23 亿美元。”</p><p>但实际上，在特斯拉 FSD 已经推出的美国，消费者的订阅和付费意愿并不高。FSD 在美订阅金额为99美元/月，但今年3月底，为加速提升FSD功能选装率，特斯拉宣布向美国客户提供为期一个月的免费试用。但在免费试用活动结束后，仅有 2% 车主选择订阅 FSD，低于市场预期。</p><p>值得注意的是，特斯拉在中国的竞争对手，如华为、理想、小鹏、智己等车企都已经在大规模普及城市 NOA，而特斯拉 FSD 进入中国市场，实现城市 NOA 的普及都需要时间。</p><p>在 Robotaxi 方面，中国对企业开展自动驾驶公开道路测试有着严格限制，目前仅在部分城市的部分路段开展试运行，中心城区的开放比例大多低于5%。</p><p><strong>本文系观察者网独家稿件，未经授权，不得转载。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>百度喊话特斯拉：“如果不信可以先来武汉跑一跑”</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百度喊话特斯拉：“如果不信可以先来武汉跑一跑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 19:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在百度“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：“对于特斯拉将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","BK1095":"互动媒体与服务","TSLA":"特斯拉","BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2435676822","content_text":"（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在百度“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：“对于特斯拉将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”2024 年 4 月 6 日，特斯拉首席执行官马斯克曾在社交媒体上表示，特斯拉的 Robotaxi 将会在 8 月 8 日推出。2024 年 4 月 29 日，马斯克到访中国。随后有消息指出，马斯克和中国有关部门就 FSD（特斯拉自动驾驶系统）在华落地的可能性展开讨论。有观点认为，受限于外资企业在中国进行数据采集和训练的合规性、搜集到的数据的脱敏等问题，特斯拉需要在中国和本土供应商合作来完成 FSD 和 Robotaxi 的落地。《华尔街日报》 4 月 29 日报道称，有知情人士表示，中国官员告诉特斯拉，北京已经初步批准了特斯拉在中国推出 FSD 软件功能的计划。知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。值得注意的是，4月28日，中国汽车工业协会、国家计算机网络应急技术处理协调中心发布《关于汽车数据处理4项安全要求检测情况的通报（第一批）》，特斯拉Model 3和Model Y均在此次符合汽车数据安全4项合规要求的车型名单之中——这也被外界视为特斯拉在为 FSD 入华做前期准备。美国银行在一份报告中指出，马斯克的中国行为特斯拉扫清了在华推出 FSD 软件的障碍，这可能会提高该公司在未来十年的盈利。美银表示，一旦这项技术推出，特斯拉可以向中国 FSD 用户收取每月 99 美元左右的费用（基于其在美国的定价），那么即使在 160 万特斯拉司机中只有四分之一的人订阅，这将相当于 5 亿美元的年收入。该行表示：“但由于毛利率可能超过 70%，盈利可能达到 3.5 亿美元。”“随着时间的推移，这个数字可能会显著增加，根据IHS对特斯拉在华汽车销量的预测，在同样的假设下，到 2030 年，特斯拉的年度盈利可能达到 23 亿美元。”但实际上，在特斯拉 FSD 已经推出的美国，消费者的订阅和付费意愿并不高。FSD 在美订阅金额为99美元/月，但今年3月底，为加速提升FSD功能选装率，特斯拉宣布向美国客户提供为期一个月的免费试用。但在免费试用活动结束后，仅有 2% 车主选择订阅 FSD，低于市场预期。值得注意的是，特斯拉在中国的竞争对手，如华为、理想、小鹏、智己等车企都已经在大规模普及城市 NOA，而特斯拉 FSD 进入中国市场，实现城市 NOA 的普及都需要时间。在 Robotaxi 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