奕源之乐的个人主页 - 老虎社区

奕源之乐

奕源之乐

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IP属地：陕西

59关注

21粉丝

1主题

0勋章

2025-11-21

股价底就回购，股价高就增股[傲娇]

小米集团斥资超5亿港元回购股份，规模为近期最大

2025-11-04

$赛力斯(09927)$ 这股价太高不值得

2025-06-30

$周六福(06168)$ 拿着还是走人？

2025-05-30

$老虎证券(TIGR)$ 啥玩意还大跌[捂脸]

2025-03-03

$蜜雪集团(02097)$ 打新的全跑了[捂脸]

2025-02-14

$文远知行(WRD)$

2025-02-14

$文远知行(WRD)$ 守的云开见月明

2025-02-02

哈哈

2025-01-30

$特斯拉(TSLA)$ 这是座过山车吗

2025-01-25

这篇文章不错，转发给大家看看

@小虎活动:【新春乐翻天】属你最有才（财），老虎春联大赛开始啦！🧧

2025-01-20

$七牛智能(02567)$ 草咋中个这，跌完算了

2025-01-08

$Quantum Computing Inc.(QUBT)$ 草有这么跌的吗[心碎]

2025-01-07

$英伟达(NVDA)$ **的邪了们了[抠鼻]

2024-12-17

现在还能上车吗[流泪]

特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发

2024-12-12

说说你对这篇新闻的看法...

巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？

2024-10-30

$特朗普媒体科技集团(DJT)$ 入袋为安

2024-10-29

$特朗普媒体科技集团(DJT)$ 现在还能进吗

2024-10-28

吃肉还是喝汤

2024-10-26

$文远知行(WRD)$ 股神们，能长期持否？

2024-10-25

很期待

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/XIACY\">小米</a>集团公告称，于11月20日斥资5.078亿港元回购1350万股B类股份，每股购回价为37.38港元-38.1港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2cc3d4fe61ae35a3ea8fa40b97a822d\" tg-width=\"1012\" 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Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。</p><p>艾夫斯认为，<strong>特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。</strong>特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。</p><p><strong>如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。</strong>他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。</p><p>艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。</p><p>在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”</p><p>目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。</p><p>自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。</p><p>艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但<strong>如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁</strong>。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。</p><p>尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。</p><p>根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。</p><p>此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-17 15:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Wedbush将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的目标股价上调至515美元，分析师认为，若特朗普政府加速推进自动驾驶项目，股价有可能飙升至650美元。</p></blockquote><p>周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价继续创下新高，投资者纷纷看好特斯拉将在特朗普政府下受益。Wedbush分析师丹·艾夫斯（Dan Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。</p><p>艾夫斯认为，<strong>特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。</strong>特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。</p><p><strong>如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。</strong>他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。</p><p>艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。</p><p>在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”</p><p>目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。</p><p>自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。</p><p>艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但<strong>如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁</strong>。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。</p><p>尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。</p><p>根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。</p><p>此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","DXYZ":"Destiny Tech100 Inc","BK4592":"伊斯兰概念","BK4551":"寇图资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","TSLL":"2倍做多TSLA 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Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。艾夫斯认为，特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380824936804736,"gmtCreate":1734018935432,"gmtModify":1734018937071,"author":{"id":"4163824998746522","authorId":"4163824998746522","name":"奕源之乐","avatar":"https://static.tigerbbs.com/de21643af9232c2509bb30607fcc0bf6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163824998746522","idStr":"4163824998746522"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380824936804736","repostId":"1183260252","repostType":2,"repost":{"id":"1183260252","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1091564020","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1734005306,"share":"https://www.laohu8.com/m/news/1183260252?lang=zh_CN&edition=full","pubTime":"2024-12-12 20:08","market":"us","language":"zh","title":"巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？","url":"https://stock-news.laohu8.com/highlight/detail?id=1183260252","media":"华尔街洞察","summary":"有望成为2025年投资重点。","content":"<html><head></head><body><p>著名投资者”木头姐“凯西·伍德和沃伦·巴菲特,虽然有着截然不同的投资风格,但他们在投资组合中都有一只共同关注的股票——亚马逊。</p><p>虽然伍德偏好投资于成长股和新兴技术,而巴菲特则更看重企业的现金流、盈利能力和长期稳定增长,但两人都看好亚马逊在未来几年内的前景。</p><p>为什么亚马逊会成为2025年最值得关注的AI股票之一?让我们一起来探讨一下。</p><h2 id=\"id_4291415079\">亚马逊在2025年或有强劲表现</h2><p>随着2025年的临近,我们可以预见亚马逊将在多个领域实现显著增长。虽然它以电商和云计算见长,但它也拥有一个蓬勃发展的订阅业务(亚马逊Prime)、一个流媒体服务(Prime Video)和一个广告业务。</p><p>在第四季度,这些主要业务领域都有望实现大幅增长。根据我的分析,亚马逊网络服务(AWS)销售额有望大涨,因为企业正加大对人工智能相关投资。电商和订阅业务也有望受到年底购物高峰的推动而表现出色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae1b8fac0cc937e43416902cac93d7dd\" title=\"\" tg-width=\"700\" tg-height=\"466\"/></p><h2 id=\"id_3394083470\">亚马逊出众的盈利能力</h2><p>除了多元化的业务发展,亚马逊的盈利能力也是其极大吸引力所在。近期,亚马逊显著加快了自由现金流的产生,这使其得以加强资产负债表,并将超额利润投资到人工智能、流媒体等增长领域。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d0b10c317029bcac93fe6fc0db4195\" title=\"\" tg-width=\"700\" tg-height=\"536\"/></p><p>我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。</p><h2 id=\"id_3787939751\">投资亚马逊的最佳时机</h2><p>由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。</p><p>从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。</p><p>综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。</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>巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？</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巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1091564020\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-12-12 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>著名投资者”木头姐“凯西·伍德和沃伦·巴菲特,虽然有着截然不同的投资风格,但他们在投资组合中都有一只共同关注的股票——亚马逊。</p><p>虽然伍德偏好投资于成长股和新兴技术,而巴菲特则更看重企业的现金流、盈利能力和长期稳定增长,但两人都看好亚马逊在未来几年内的前景。</p><p>为什么亚马逊会成为2025年最值得关注的AI股票之一?让我们一起来探讨一下。</p><h2 id=\"id_4291415079\">亚马逊在2025年或有强劲表现</h2><p>随着2025年的临近,我们可以预见亚马逊将在多个领域实现显著增长。虽然它以电商和云计算见长,但它也拥有一个蓬勃发展的订阅业务(亚马逊Prime)、一个流媒体服务(Prime Video)和一个广告业务。</p><p>在第四季度,这些主要业务领域都有望实现大幅增长。根据我的分析,亚马逊网络服务(AWS)销售额有望大涨,因为企业正加大对人工智能相关投资。电商和订阅业务也有望受到年底购物高峰的推动而表现出色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae1b8fac0cc937e43416902cac93d7dd\" title=\"\" tg-width=\"700\" tg-height=\"466\"/></p><h2 id=\"id_3394083470\">亚马逊出众的盈利能力</h2><p>除了多元化的业务发展,亚马逊的盈利能力也是其极大吸引力所在。近期,亚马逊显著加快了自由现金流的产生,这使其得以加强资产负债表,并将超额利润投资到人工智能、流媒体等增长领域。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d0b10c317029bcac93fe6fc0db4195\" title=\"\" tg-width=\"700\" tg-height=\"536\"/></p><p>我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。</p><h2 id=\"id_3787939751\">投资亚马逊的最佳时机</h2><p>由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。</p><p>从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。</p><p>综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33a7c3b01fe631a9615e5ce7fd89ba66","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183260252","content_text":"著名投资者”木头姐“凯西·伍德和沃伦·巴菲特,虽然有着截然不同的投资风格,但他们在投资组合中都有一只共同关注的股票——亚马逊。虽然伍德偏好投资于成长股和新兴技术,而巴菲特则更看重企业的现金流、盈利能力和长期稳定增长,但两人都看好亚马逊在未来几年内的前景。为什么亚马逊会成为2025年最值得关注的AI股票之一?让我们一起来探讨一下。亚马逊在2025年或有强劲表现随着2025年的临近,我们可以预见亚马逊将在多个领域实现显著增长。虽然它以电商和云计算见长,但它也拥有一个蓬勃发展的订阅业务(亚马逊Prime)、一个流媒体服务(Prime Video)和一个广告业务。在第四季度,这些主要业务领域都有望实现大幅增长。根据我的分析,亚马逊网络服务(AWS)销售额有望大涨,因为企业正加大对人工智能相关投资。电商和订阅业务也有望受到年底购物高峰的推动而表现出色。亚马逊出众的盈利能力除了多元化的业务发展,亚马逊的盈利能力也是其极大吸引力所在。近期,亚马逊显著加快了自由现金流的产生,这使其得以加强资产负债表,并将超额利润投资到人工智能、流媒体等增长领域。我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。投资亚马逊的最佳时机由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365293259247720,"gmtCreate":1730217851109,"gmtModify":1730217854620,"author":{"id":"4163824998746522","authorId":"4163824998746522","name":"奕源之乐","avatar":"https://static.tigerbbs.com/de21643af9232c2509bb30607fcc0bf6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163824998746522","idStr":"4163824998746522"},"themes":[],"htmlText":"<a 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啥玩意还大跌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440622727369544","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380824936804736,"gmtCreate":1734018935432,"gmtModify":1734018937071,"author":{"id":"4163824998746522","authorId":"4163824998746522","name":"奕源之乐","avatar":"https://static.tigerbbs.com/de21643af9232c2509bb30607fcc0bf6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163824998746522","idStr":"4163824998746522"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380824936804736","repostId":"1183260252","repostType":2,"repost":{"id":"1183260252","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1091564020","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1734005306,"share":"https://www.laohu8.com/m/news/1183260252?lang=zh_CN&edition=full","pubTime":"2024-12-12 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src=\"https://static.tigerbbs.com/d4d0b10c317029bcac93fe6fc0db4195\" title=\"\" tg-width=\"700\" tg-height=\"536\"/></p><p>我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。</p><h2 id=\"id_3787939751\">投资亚马逊的最佳时机</h2><p>由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。</p><p>从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。</p><p>综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。</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>巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？</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巴菲特和“木头姐”都看好亚马逊，它才是明年的AI龙头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1091564020\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-12-12 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>著名投资者”木头姐“凯西·伍德和沃伦·巴菲特,虽然有着截然不同的投资风格,但他们在投资组合中都有一只共同关注的股票——亚马逊。</p><p>虽然伍德偏好投资于成长股和新兴技术,而巴菲特则更看重企业的现金流、盈利能力和长期稳定增长,但两人都看好亚马逊在未来几年内的前景。</p><p>为什么亚马逊会成为2025年最值得关注的AI股票之一?让我们一起来探讨一下。</p><h2 id=\"id_4291415079\">亚马逊在2025年或有强劲表现</h2><p>随着2025年的临近,我们可以预见亚马逊将在多个领域实现显著增长。虽然它以电商和云计算见长,但它也拥有一个蓬勃发展的订阅业务(亚马逊Prime)、一个流媒体服务(Prime Video)和一个广告业务。</p><p>在第四季度,这些主要业务领域都有望实现大幅增长。根据我的分析,亚马逊网络服务(AWS)销售额有望大涨,因为企业正加大对人工智能相关投资。电商和订阅业务也有望受到年底购物高峰的推动而表现出色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae1b8fac0cc937e43416902cac93d7dd\" title=\"\" tg-width=\"700\" tg-height=\"466\"/></p><h2 id=\"id_3394083470\">亚马逊出众的盈利能力</h2><p>除了多元化的业务发展,亚马逊的盈利能力也是其极大吸引力所在。近期,亚马逊显著加快了自由现金流的产生,这使其得以加强资产负债表,并将超额利润投资到人工智能、流媒体等增长领域。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d0b10c317029bcac93fe6fc0db4195\" title=\"\" tg-width=\"700\" tg-height=\"536\"/></p><p>我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。</p><h2 id=\"id_3787939751\">投资亚马逊的最佳时机</h2><p>由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。</p><p>从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。</p><p>综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33a7c3b01fe631a9615e5ce7fd89ba66","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183260252","content_text":"著名投资者”木头姐“凯西·伍德和沃伦·巴菲特,虽然有着截然不同的投资风格,但他们在投资组合中都有一只共同关注的股票——亚马逊。虽然伍德偏好投资于成长股和新兴技术,而巴菲特则更看重企业的现金流、盈利能力和长期稳定增长,但两人都看好亚马逊在未来几年内的前景。为什么亚马逊会成为2025年最值得关注的AI股票之一?让我们一起来探讨一下。亚马逊在2025年或有强劲表现随着2025年的临近,我们可以预见亚马逊将在多个领域实现显著增长。虽然它以电商和云计算见长,但它也拥有一个蓬勃发展的订阅业务(亚马逊Prime)、一个流媒体服务(Prime Video)和一个广告业务。在第四季度,这些主要业务领域都有望实现大幅增长。根据我的分析,亚马逊网络服务(AWS)销售额有望大涨,因为企业正加大对人工智能相关投资。电商和订阅业务也有望受到年底购物高峰的推动而表现出色。亚马逊出众的盈利能力除了多元化的业务发展,亚马逊的盈利能力也是其极大吸引力所在。近期,亚马逊显著加快了自由现金流的产生,这使其得以加强资产负债表,并将超额利润投资到人工智能、流媒体等增长领域。我注意到,亚马逊在人工智能独角兽Anthropic的持续投资,以及即将推出的以YouTube明星MrBeast为主角的新流媒体剧,这两个因素也可能成为未来亚马逊业绩的关键推动力。投资亚马逊的最佳时机由于亚马逊的增长存在一定波动性,使用传统的估值方法(如市盈率和市销率)评估它可能并不合适。我更倾向于通过研究其自由现金流估值(P/FCF)来评估亚马逊。从图表可以看出,亚马逊的P/FCF目前为57,明显低于其10年平均值约81。这意味着亚马逊现在的估值处于相对较低的水平,对于寻求长期投资机会的投资者来说,这是一个很有吸引力的买入时机。综上所述,凭借其多元化的业务布局、出众的盈利能力以及合理的估值,亚马逊无疑是2025年值得重点关注的人工智能(AI)股票之一。相信在不远的将来,它必将成为投资组合中的亮点。","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363982894186760,"gmtCreate":1729873106502,"gmtModify":1729873109130,"author":{"id":"4163824998746522","authorId":"4163824998746522","name":"奕源之乐","avatar":"https://static.tigerbbs.com/de21643af9232c2509bb30607fcc0bf6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163824998746522","idStr":"4163824998746522"},"themes":[],"htmlText":"<a 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邀请好友：转发本帖并@至少一位好友，邀请他们一起来参加！📌 晒春联：在评论区分享自己创作的原创春联，或者你家贴的春联，也可以是看到过的趣味春联比如：【活动时间】📅 2025年1月24日 - 2025年2月5日【活动奖品】🎁 参与奖励：所有发布春联的虎友可获得 10虎币！ 🌟 才华横溢奖：作品优质的虎友，将获得老虎限量套装（笔记本+笔） 🍀 幸运奖：我们将从所有参与者中 随机抽取3位 ，赠送166虎币快来发挥你的才华，一起用春联迎接新春好运吧！🎊🧧","listText":"春节的脚步越来越近，家家户户都开始张贴春联，为新年增添喜庆氛围！春联不仅承载着美好的祝福，也蕴含着独特的文化韵味。今年，小虎君邀请大家一起来比拼才（财）华，晒出你的春联，赢取新春好礼！🎉无论是家里已经贴好的传统对联，还是你亲手创作的个性春联，都欢迎分享！押韵的、幽默的、财运滚滚的，统统安排上！让大家一起感受满满的年味！🐯🧨【参与方式】📢 邀请好友：转发本帖并@至少一位好友，邀请他们一起来参加！📌 晒春联：在评论区分享自己创作的原创春联，或者你家贴的春联，也可以是看到过的趣味春联比如：【活动时间】📅 2025年1月24日 - 2025年2月5日【活动奖品】🎁 参与奖励：所有发布春联的虎友可获得 10虎币！ 🌟 才华横溢奖：作品优质的虎友，将获得老虎限量套装（笔记本+笔） 🍀 幸运奖：我们将从所有参与者中 随机抽取3位 ，赠送166虎币快来发挥你的才华，一起用春联迎接新春好运吧！🎊🧧","text":"春节的脚步越来越近，家家户户都开始张贴春联，为新年增添喜庆氛围！春联不仅承载着美好的祝福，也蕴含着独特的文化韵味。今年，小虎君邀请大家一起来比拼才（财）华，晒出你的春联，赢取新春好礼！🎉无论是家里已经贴好的传统对联，还是你亲手创作的个性春联，都欢迎分享！押韵的、幽默的、财运滚滚的，统统安排上！让大家一起感受满满的年味！🐯🧨【参与方式】📢 邀请好友：转发本帖并@至少一位好友，邀请他们一起来参加！📌 晒春联：在评论区分享自己创作的原创春联，或者你家贴的春联，也可以是看到过的趣味春联比如：【活动时间】📅 2025年1月24日 - 2025年2月5日【活动奖品】🎁 参与奖励：所有发布春联的虎友可获得 10虎币！ 🌟 才华横溢奖：作品优质的虎友，将获得老虎限量套装（笔记本+笔） 🍀 幸运奖：我们将从所有参与者中 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href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> 草有这么跌的吗[心碎]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> 草有这么跌的吗[心碎]&nbsp;&nbsp;","text":"$Quantum Computing Inc.(QUBT)$ 草有这么跌的吗[心碎]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390361455329816","isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382556451659960,"gmtCreate":1734428518511,"gmtModify":1734428520597,"author":{"id":"4163824998746522","authorId":"4163824998746522","name":"奕源之乐","avatar":"https://static.tigerbbs.com/de21643af9232c2509bb30607fcc0bf6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163824998746522","idStr":"4163824998746522"},"themes":[],"htmlText":"现在还能上车吗[流泪]&nbsp;&nbsp;","listText":"现在还能上车吗[流泪]&nbsp;&nbsp;","text":"现在还能上车吗[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382556451659960","repostId":"1131363062","repostType":4,"repost":{"id":"1131363062","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734419463,"share":"https://www.laohu8.com/m/news/1131363062?lang=zh_CN&edition=full","pubTime":"2024-12-17 15:11","market":"sh","language":"zh","title":"特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1131363062","media":"老虎资讯综合","summary":"Wedbush将$特斯拉$的目标股价上调至515美元，分析师认为，若特朗普政府加速推进自动驾驶项目，股价有可能飙升至650美元。周一，$特斯拉$股价继续创下新高，投资者纷纷看好特斯拉将在特朗普政府下受益。艾夫斯认为，特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。","content":"<html><head></head><body><blockquote><p>Wedbush将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的目标股价上调至515美元，分析师认为，若特朗普政府加速推进自动驾驶项目，股价有可能飙升至650美元。</p></blockquote><p>周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价继续创下新高，投资者纷纷看好特斯拉将在特朗普政府下受益。Wedbush分析师丹·艾夫斯（Dan Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。</p><p>艾夫斯认为，<strong>特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。</strong>特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。</p><p><strong>如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。</strong>他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。</p><p>艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。</p><p>在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”</p><p>目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。</p><p>自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。</p><p>艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但<strong>如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁</strong>。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。</p><p>尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。</p><p>根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。</p><p>此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股价或迎50%的涨幅，特朗普政策或助力未来大爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-17 15:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Wedbush将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的目标股价上调至515美元，分析师认为，若特朗普政府加速推进自动驾驶项目，股价有可能飙升至650美元。</p></blockquote><p>周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价继续创下新高，投资者纷纷看好特斯拉将在特朗普政府下受益。Wedbush分析师丹·艾夫斯（Dan Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。</p><p>艾夫斯认为，<strong>特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。</strong>特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。</p><p><strong>如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。</strong>他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。</p><p>艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。</p><p>在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”</p><p>目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。</p><p>自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。</p><p>艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但<strong>如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁</strong>。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。</p><p>尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。</p><p>根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。</p><p>此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","DXYZ":"Destiny Tech100 Inc","BK4592":"伊斯兰概念","BK4551":"寇图资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","TSLL":"2倍做多TSLA 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Ives）将特斯拉未来一年的股价目标上调了29%，从400美元提高至515美元。他认为，如果一切按照预期发展，这一目标是可以实现的。艾夫斯认为，特朗普再次当选总统将是特斯拉及其首席执行官马斯克在人工智能和全自动驾驶领域的“游戏规则改变者”。特斯拉股价在周一上涨了6.1%，收于463.02美元，创下新纪录。如果特朗普的政策支持力度更大，或者进展比预期更快，艾夫斯认为股价可能会达到650美元，这意味着比上周五的收盘价上涨49%。他还认为，特斯拉的自动驾驶出租车（Cybercab）业务将是其“摇钱树”，预计这一项目将在2026年初启动，但在特朗普政府的支持下，计划可能会提前至2025年。艾夫斯表示，特朗普政府可能会加速这些计划的实施，特别是自动驾驶技术方面的监管障碍有望在特朗普时代得到显著清除。在艾夫斯看来，人工智能和自动驾驶技术的机会对特斯拉的估值至少贡献了1万亿美元。他写道：“我们预计，特朗普政府下这些关键举措将获得加速推进的机会，过去几年马斯克及其团队在全自动驾驶（FSD）方面遇到的联邦监管障碍将在新特朗普时代得到大幅缓解。”目前已有迹象表明，特朗普政府将如何为特斯拉的FSD技术提供支持。据路透社报道，特朗普的过渡团队正在推动删除自动驾驶车辆的碰撞数据，而马斯克对此将非常欢迎。自特朗普在11月5日赢得总统选举以来，特斯拉股价已上涨82.6%，市值增加了6585亿美元。艾夫斯看好特斯拉的一个原因是来自中国的强劲需求，但如果特朗普提出的针对中国进口商品的关税引发贸易摩擦，这一需求可能会受到威胁。然而，艾夫斯认为，特斯拉可能会享有一些关税豁免。值得注意的是，凯利蓝皮书（Kelley Blue Book）周一发布的一项报告引用了美国大学的研究，指出特斯拉生产的汽车是“最具美国特色”的。尽管投资者继续推动特斯拉股价屡创新高，过去三个月股价上涨了101.3%，远超标准普尔500指数的表现，但艾夫斯并不代表华尔街的主流观点。根据FactSet对57名分析师的调查，只有25名分析师对特斯拉持看涨态度，14名持看跌态度，18名持中立态度。此外，艾夫斯的基准股价目标515美元，较分析师的平均目标价283.62美元高出约82%，意味着当前股价较其目标价有38%的下行空间。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}