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2022-09-23

美国通胀走势分析及预测我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩，另建产业链，打破原来全球化分工模式导致(比如芯片法案，通胀法案)。其他国家特别是欧洲国家，为求自保也都依样画葫芦另建产业链，这样成本必然比原来高很多，从而导致结构性通货膨胀。因此加息解决不了美国的通胀，只会进一步扰乱全球化分工，愈演愈烈。顺便说下，只要中国部分国际必需品出口贸易结算货币从美元换成人民币，人民币汇率就会像之前卢布迅速飙升，就看打不打这张牌了。另外俄乌冲突导致的大宗涨价，也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确

2022-04-15

马斯克做米国总统的话，对对中美关系是好事

马斯克买推特的真正原因：选总统，然后征服火星

2022-02-18

比亚迪占了很大部分

抱歉，原内容已删除

2022-02-17

meta吃药了吧

抱歉，原内容已删除

2022-01-29

比亚迪为何跟着跌9个点，何其无语阿！

特斯拉没有新车型意味着什么？整个汽车业没有先例

2021-07-19

没啥干货

抱歉，原内容已删除

2021-01-21

文章最好别写这么长，最好直接量观点

抱歉，原内容已删除

2021-01-12

看到说DCEP理由这么牵强时，就看不下去了

抱歉，原内容已删除

2020-12-08

飞轮效应，无限边界

据报美团(03690.HK)关联公司申请「美团专业药房」商标

2020-12-01

$美团-W(03690)$目前今天美团定价混乱中，静待市场给出定价答案。目前几个评价机构给出的定价都是正面的

2020-08-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

2020-08-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

2020-08-27

$小米集团-W(01810)$涨回发行价，雷总一雪前耻~

2020-03-19

$吉利德科学(GILD)$ 就看今晚川普和FDA的发布会，会不会提吉利德了[龇牙] [龇牙]

2019-04-10

$美敦力(MDT)$哨友前来报道

2018-04-27

这股票怎么回事啊，跌的比大盘还狠！

$Global X Robotics & Artificial Intelligence Thematic ETF(BOTZ)$ 像吃了泻药

这股票怎么回事啊，跌的比大盘还狠！

2018-04-27

这个基金怎么走势那么弱阿

大盘涨难么多才跟涨一点点

这个基金怎么走势那么弱阿

2018-04-04

还能怎么跌！

$纳斯达克(.IXIC)$再抛也都没动力了吧

还能怎么跌！

2017-11-21

$迅雷(XNET)$ 开始逼空

2017-11-21

$趣店(QD)$ 这就是传说中的炸了窝了吧

去老虎APP查看更多动态

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我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩，另建产业链，打破原来全球化分工模式导致(比如芯片法案，通胀法案)。其他国家特别是欧洲国家，为求自保也都依样画葫芦另建产业链，这样成本必然比原来高很多，从而导致结构性通货膨胀。因此加息解决不了美国的通胀，只会进一步扰乱全球化分工，愈演愈烈。顺便说下，只要中国部分国际必需品出口贸易结算货币从美元换成人民币，人民币汇率就会像之前卢布迅速飙升，就看打不打这张牌了。另外俄乌冲突导致的大宗涨价，也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确","listText":"美国通胀走势分析及预测 我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩，另建产业链，打破原来全球化分工模式导致(比如芯片法案，通胀法案)。其他国家特别是欧洲国家，为求自保也都依样画葫芦另建产业链，这样成本必然比原来高很多，从而导致结构性通货膨胀。因此加息解决不了美国的通胀，只会进一步扰乱全球化分工，愈演愈烈。顺便说下，只要中国部分国际必需品出口贸易结算货币从美元换成人民币，人民币汇率就会像之前卢布迅速飙升，就看打不打这张牌了。另外俄乌冲突导致的大宗涨价，也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确","text":"美国通胀走势分析及预测 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11:14","market":"us","language":"zh","title":"马斯克买推特的真正原因：选总统，然后征服火星","url":"https://stock-news.laohu8.com/highlight/detail?id=1110883674","media":"接招","summary":"资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。","content":"<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克买推特的真正原因：选总统，然后征服火星</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克买推特的真正原因：选总统，然后征服火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049897162\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">接招 </p>\n<p class=\"h-time\">2022-04-15 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b115c027ef135e9be92470cb38d1d5b4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110883674","content_text":"文/方浩前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把特斯拉和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？当然不是。先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。冷战时期，美国为了先于苏联实现载人登月推出了“阿波罗计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638895806,"gmtCreate":1645165619673,"gmtModify":1645165619673,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108414093086404","authorIdStr":"108414093086404"},"themes":[],"htmlText":"比亚迪占了很大部分","listText":"比亚迪占了很大部分","text":"比亚迪占了很大部分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638895806","repostId":"1146534624","repostType":2,"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638976789,"gmtCreate":1645066015891,"gmtModify":1645066015891,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108414093086404","authorIdStr":"108414093086404"},"themes":[],"htmlText":"meta吃药了吧","listText":"meta吃药了吧","text":"meta吃药了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638976789","repostId":"1182034374","repostType":2,"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639714040,"gmtCreate":1643447616759,"gmtModify":1643447616759,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108414093086404","authorIdStr":"108414093086404"},"themes":[],"htmlText":"比亚迪为何跟着跌9个点，何其无语阿！","listText":"比亚迪为何跟着跌9个点，何其无语阿！","text":"比亚迪为何跟着跌9个点，何其无语阿！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639714040","repostId":"2207680639","repostType":2,"repost":{"id":"2207680639","pubTimestamp":1643437819,"share":"https://www.laohu8.com/m/news/2207680639?lang=&edition=full","pubTime":"2022-01-29 14:30","market":"us","language":"zh","title":"特斯拉没有新车型意味着什么？整个汽车业没有先例","url":"https://stock-news.laohu8.com/highlight/detail?id=2207680639","media":"华尔街见闻","summary":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略","content":"<html><head></head><body><blockquote><b>摘要：</b><b>芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。</b></blockquote><p>自从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。</p><p>当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高<b>。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。</b></p><p>虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。<img src=\"https://static.tigerbbs.com/014113085a6008475f4ec8121c5ea2b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>今年没有新车型？</b></p><p>在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，<b>今年不会推出新车型，将全力以赴解决交付问题，</b>并预计2022年车辆交付年均增幅将轻松突破50%。</p><p>马斯克在财报电话会上称：</p><blockquote>由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）<b>特斯拉今年不会推出新车型，这没有任何意义。</b></blockquote><blockquote><b>特斯拉今年的重点工作是扩大产量。</b>我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，<b>但现在来说，特斯拉的产品线已经足够丰富了。</b></blockquote><p>换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。</p><p>马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。</p><p><b>这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。</b></p><p>但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？</p><p><b>销量还能保持吗？</b></p><p>如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。</p><p>以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。</p><p>在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：</p><blockquote><b>一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。</b></blockquote><blockquote>如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？</blockquote><p>马斯克驳斥了这种担忧，<b>称该分析师对自动驾驶技术的认知不充分。</b></p><p>马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。</p><p>但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。</p><p>巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。</p><p><b>有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。</b></p><p>《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：</p><blockquote>特斯拉等待的每一天，都会有一辆新车出现。</blockquote><p>值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>可能会“乐开了花”。</p><p>据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。</p><p>福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>称，通用汽车的目标是到2025年在全球推出30款新电动汽车。</p><p><b>供应短缺有什么影响？</b></p><p>特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。</p><p>风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，<b>当未来存在未知数时，会让投资者有点害怕。</b></p><p>分析师认为，<b>特斯拉产能是否如期翻倍是短期内影响股价的关键因素。</b>一直看涨特斯拉的Wedbush分析师丹·艾维斯称：</p><blockquote>产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。</blockquote></body></html>","source":"wallstreetcn_api","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>特斯拉没有新车型意味着什么？整个汽车业没有先例</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; 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}\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特斯拉没有新车型意味着什么？整个汽车业没有先例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651004><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651004\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3651004","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207680639","content_text":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。今年没有新车型？在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，今年不会推出新车型，将全力以赴解决交付问题，并预计2022年车辆交付年均增幅将轻松突破50%。马斯克在财报电话会上称：由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）特斯拉今年不会推出新车型，这没有任何意义。特斯拉今年的重点工作是扩大产量。我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，但现在来说，特斯拉的产品线已经足够丰富了。换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？销量还能保持吗？如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？马斯克驳斥了这种担忧，称该分析师对自动驾驶技术的认知不充分。马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：特斯拉等待的每一天，都会有一辆新车出现。值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和通用汽车可能会“乐开了花”。据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。美国银行称，通用汽车的目标是到2025年在全球推出30款新电动汽车。供应短缺有什么影响？特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。风投公司Loup 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11:46","market":"us","language":"zh","title":"据报美团(03690.HK)关联公司申请「美团专业药房」商标","url":"https://stock-news.laohu8.com/highlight/detail?id=2089426550","media":"AAFN","summary":"内地传媒报道，美团  关联公司北京三快科技近日新增「美团专业药房」商标，国际分类为医疗园艺、广告销售。(sw/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>内地传媒报道，美团  关联公司北京三快科技近日新增「美团专业药房」商标，国际分类为医疗园艺、广告销售。(sw/u)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>据报美团(03690.HK)关联公司申请「美团专业药房」商标</title>\n<style 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