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熊市做空

熊市做空

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11-15

商人凡是与政治走得太近，最终会被政治吃掉，没有好下场的！例，中国历史上的吕不韦，明朝沈万山！

马斯克花两亿美元“买”的官，能干多久？

11-15

牺生特斯拉财路，换个马部长当当！牛逼马斯克！

美股成交额TOP 20 | 特朗普将取消电动汽车补贴，特斯拉跌近6%；迪士尼绩后涨超6%，礼来跌超3%

11-15

$特斯拉(TSLA)$ 270美元是必须的！

11-14

$特斯拉(TSLA)$ 看空！先卖，断崖暴跌，平仓获利，良机！

11-14

$特斯拉(TSLA)$ 做空！270美元平仓！

11-14

$特斯拉(TSLA)$ 做空(先卖后买)特斯拉良机！

11-13

$特斯拉(TSLA)$ 回调连渎多日大跌！

11-13

$特斯拉(TSLA)$ 也许，回调到270美元，哈哈哈！庄家，你有银子？你的印钞机牛逼，你拿出来呀！没银子，急死川粉马粉啦！跌还是跌！

11-13

$特斯拉(TSLA)$ 回调很正常，庄家又不是美元印钞机！

11-11

$特斯拉(TSLA)$ 回调是必须的，此股又不是美联储发行的！股价往上涨，需要银子推动的，没有银子，再高的口号，也是大饼！

11-08

$特斯拉(TSLA)$ 股票涨跌由资金进出决定的，不是空中画个“大饼”来改变，大饼是概念或目标，不是实实在在的东西，认清这个道理，就不会让庄家割韭莱了！

11-08

$特斯拉(TSLA)$ 特朗普不喜次特斯拉电动汽车，说新能源电动汽车是骗子！

11-05

$特斯拉(TSLA)$ 不看好川普！

11-05

$英特尔(INTC)$ 断崖式闪崩即将开始！

11-05

“自由女神”哈里斯！她与拜登在移民、军工、盟友三方面态度一致，美国是个移民国家，移民是美国强大核心中的核心，反对移民是与美国传统价值观背道而驶，破坏美国的根基！美国人民是不答应的。叫停俄乌冲突，损害军工的利益。收取小弟天价“保护费”，盟友很不爽！川宝换个舞台去吧，也许娱乐台是你的舞台！拜拜！

11-04

$特斯拉(TSLA)$ 受资助总统大选失利影响！

11-04

$特斯拉(TSLA)$ 商人不能参与政治，一旦参与政治，必将带来灭顶之灾！中国明朝沈万山，因为与皇上走得太近，才冲军发配边彊！

10-31

$超微电脑(SMCI)$ 美国资本市场，断崖式暴跌，成为常态化，不会让获利的美元，流出美国资本市场！

10-31

$英伟达(NVDA)$ 死叉！

10-31

特朗普总统梦破灭！得人心者得天下，股票是最好的民意！马斯克对他的投资打水漂！哈哈哈。

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12:10","market":"us","language":"zh","title":"马斯克花两亿美元“买”的官，能干多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1149674693","media":"首席商业评论","summary":"随着特朗普拿下本次大选，在此次竞选中鞍前马后立下汗马功劳、豪掷两亿美元助选的世界首富马斯克也开始收获他的回报。乖乖，花了两亿美元连个编制都不给？于是，马斯克一拍特朗普的大腿，干脆不要搞什么编制了，做个布衣宰相不也挺好！因此，马斯克想要的改革，恐怕并不容易推动起来。所以，即便马首富现在有特朗普的支持，但未必能得到其核心团队成员的一致支持。当然，马斯克有属于自己的剧本。","content":"<html><head></head><body><p><strong>随着特朗普拿下本次大选，在此次竞选中鞍前马后立下汗马功劳、豪掷两亿美元助选的世界首富马斯克也开始收获他的回报。</strong>据美媒报道，特朗普对马首富十分仗义，不仅让他跟乌克兰总统泽连斯基通上了电话，还让其进入自己的核心圈子开小会，马不停蹄地为下届政府的主要政策方向出谋划策。而选前一直传言的，让马斯克来操刀提升联邦政府效率的事，据称也将以“政府效率部”（Department of Government Efficiency，简称 DoGE）的名头付诸实施。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1e9813f79a598183582a1354f340a0d\" alt=\"\" title=\"\" tg-width=\"970\" tg-height=\"1210\"/></p><p>坊间纷纷传言，预计再过几个月，马首富就将戴上双眼花翎，摇身一变成为“马尚书”、“马太傅”了！大爷大妈不禁慨叹，首富这两亿美金是真没白花啊！这段故事完全可以改编成爆款短剧“重生之胡雪岩去美国当首富”！</p><p>但坊间说法自然是不能信的。<strong>马首富非但成不了马尚书，而且他的政府改革之路还将极其凶险。</strong></p><p><strong>“政府效率部”不是个“部”，马首富也成不了个“官”</strong></p><p>虽然名字里有个“部”字，但“政府效率部”在实际上并不是美国联邦政府机构，而只是个外部咨询机构，按我们<a href=\"https://laohu8.com/S/603883\">老百姓</a>的话说，就是“没编制”，连个事业单位都算不上，就是个临时工。</p><p>乖乖，花了两亿美元连个编制都不给？美国人办事这么不地道的么？别急，这倒不能怪特朗普小气，这样的安排自有其深意。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0e0ad4fc9b5fe573a9ff4a18de0eb67\" alt=\"\" title=\"\" tg-width=\"1035\" tg-height=\"951\"/></p><p>按照美国的法律要求，设立一个正规的（有编制的）政府部门，必须经过国会立法等一系列繁杂的流程。且不说美国国会内部能不能通过，就算一切顺利，这个正式编制要办下来也得好几年以后的事了——到时候还是不是特朗普在任都不好说。况且，一个旨在提升政府效率的机构在一开始就以如此没有效率的方式设立，这岂不是要让全世界笑掉大牙了么？</p><p>于是，马斯克一拍特朗普的大腿，干脆不要搞什么编制了，做个布衣宰相不也挺好！美国联邦政府接受外部机构咨询本来也很常见，而这个机构身处政府之外，马斯克也方便出钱，行事上又不会受到太多掣肘，是一举数得的好事。</p><p>但问题也来了，<strong>提升政府效率要干很多触及政府根本的大动作，比如裁撤部门、降低运营成本等等，一个外部机构能有这么大的权力干那么多事吗？</strong></p><p>那就得看马斯克和特朗普的关系有多铁了。特朗普在这次大选中不仅拿下了总统宝座，还一并赢下了参议院和众议院，在未来几年里可谓是“三权合一”，风光无两。而且特朗普行事非常果决，如果他能全力支持马斯克，DoGE的地位根本就不重要，马斯克的计划必然能通过某些方式得以实现。</p><p><strong>你们都以为马斯克要学胡雪岩稀罕那红顶子，其实他真正想学的是姚广孝啊！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5ecb031fa66cffea68589246ffe338\" alt=\"\" title=\"\" tg-width=\"645\" tg-height=\"441\"/></p><p><strong>美国联邦政府不是twitter</strong></p><p>再来看马斯克为DoGE定的目标。11月13日，DoGE就在社媒上开通了官方账号，第一条帖文就立下了flag。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc5b0873bc6939d49e4515f01ae2a16d\" alt=\"\" title=\"\" tg-width=\"969\" tg-height=\"159\"/></p><p><strong>DoGE的核心目标就是提升政府效率。但效率这个词可以有很多种定义。</strong>因此，为了表明自己的决心，马斯克还给自己下了几个大胆的KPI：<strong>第一，将把现有约428个联邦机构裁撤到99个以内，削减约75%；第二，大幅削减政府开支，从联邦预算中削减2万亿美元</strong>（美国2024财年总支出为6.75万亿美元，马斯克的目标是砍掉30%）。</p><p>这两个目标非常惊人。不知道美国联邦公务员们听说之后会不会已经开始瑟瑟发抖担心自己饭碗不保了。但考虑到马首富在买下推特（后改名X）后，把员工总数从8000人砍到1500人的大刀阔斧，这次的政府效率提升计划反倒不显得扎眼了。</p><p><strong>但关键问题是，美国联邦政府可不是推特/X这样的私营公司。</strong></p><p>按照美国联邦法律，所有的联邦政府机构（就是马斯克要裁减75%的那些）都是国会通过立法来创立的。每一个机构都有各自特定的功能，同时，也有各自的预算。这些内容的依据都是法律，哪怕是特朗普亲自操刀，也不能说砍就砍，而必须通过严格的法律程序。</p><p>言下之意是，马斯克在推特/X搞的那一套，是绝不可能简单复制到联邦政府中来的。他在推特/X是拥有绝对权力的，也没有任何法律掣肘他，所以做什么基本都能畅通无阻；但联邦政府有一整套完整的行事程序和法律，主要就是为了防止出现绝对权力滥用的情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5651db4998f47f8f2686b89d2fd118a8\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>因此，<strong>马斯克想要的改革，恐怕并不容易推动起来。相反，他可能会陷入联邦法律的各种条条框框里，寸步难行。</strong></p><p><strong>马斯克可能干不了多久</strong></p><p><strong>除了法律程序，联邦政府和推特/X这样的私营公司还有一个巨大的不同是：联邦政府充斥着各种老谋深算的既得利益者。</strong>私营公司裁员，说白了就是个生意，按规则，老板给钱，员工走人，一拍两散。但联邦政府可不是这么做事的。很多职业官僚在里面混了很久了，大都有自己的一块利益、“禁脔”。你一个外头来的临时工，靠跟总统关系好上的位，然后嚷嚷着要搞降本增效，那不得动这些老官油子的蛋糕？这都是他们经营好多年甚至几辈人前赴后继攒下的家业，是他们的命根子，今天说拿走就拿走了，这帮人还不得跟马首富拼个你死我活？</p><p>别说底下的老官油子了，<strong>即便是特朗普团队里的这些即将上位的核心成员，也已经开始跟马斯克貌合神离了。</strong>这帮人跟着特朗普忠心耿耿蛰伏了四年，如今刚打了个翻身仗，重新上位要准备大展身手的时候，马首富哼哧哼哧跑来把手下人都裁了，预算都砍掉了，就留你个光杆司令，换谁都不会乐意。</p><p>所以，即便马首富现在有特朗普的支持，但未必能得到其核心团队成员的一致支持。而随着时间的推移，小报告一打，枕边风一吹，两亿美元的恩情慢慢转淡，马斯克保不准逐渐被特朗普所疏远，到那时，首富必将危矣！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bcf95ab3cbbc4caaf2501d5ed8b45e\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p>更要命的是，马斯克还是个习惯高调行事的主儿。这在商界也就罢了，但如果放在政治江湖里，很难不吃大亏。华盛顿特区遍地都是两面三刀的人，哪个政客不得夹起尾巴做人？想那姚广孝，极受朱棣尊崇，在当时绝对算得上权倾天下的人物，但即便如此，哥们每天下了朝，依然回到自己的庙里，换回僧衣，青灯古佛，低调至极。而马首富呢，虽然纵横商界无人匹敌，但在政界仍然只是一枚“小白”，估计不会比他的前辈马尔泰·若曦好到哪里去，后面的路程想必也是步步惊心的吧！</p><p>当然，马斯克有属于自己的剧本。事已至此，不如让我们看看这出大戏后面到底会怎么唱吧。</p></body></html>","source":"lsy1588053976797","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>马斯克花两亿美元“买”的官，能干多久？</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马斯克花两亿美元“买”的官，能干多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 12:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xSbSy45t9z31CoNQEo6gYA><strong>首席商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着特朗普拿下本次大选，在此次竞选中鞍前马后立下汗马功劳、豪掷两亿美元助选的世界首富马斯克也开始收获他的回报。据美媒报道，特朗普对马首富十分仗义，不仅让他跟乌克兰总统泽连斯基通上了电话，还让其进入自己的核心圈子开小会，马不停蹄地为下届政府的主要政策方向出谋划策。而选前一直传言的，让马斯克来操刀提升联邦政府效率的事，据称也将以“政府效率部”（Department of Government ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xSbSy45t9z31CoNQEo6gYA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74ce1b04d3f23e0894f7a6ddc739dfb1","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLA":"特斯拉","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://mp.weixin.qq.com/s/xSbSy45t9z31CoNQEo6gYA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149674693","content_text":"随着特朗普拿下本次大选，在此次竞选中鞍前马后立下汗马功劳、豪掷两亿美元助选的世界首富马斯克也开始收获他的回报。据美媒报道，特朗普对马首富十分仗义，不仅让他跟乌克兰总统泽连斯基通上了电话，还让其进入自己的核心圈子开小会，马不停蹄地为下届政府的主要政策方向出谋划策。而选前一直传言的，让马斯克来操刀提升联邦政府效率的事，据称也将以“政府效率部”（Department of Government Efficiency，简称 DoGE）的名头付诸实施。坊间纷纷传言，预计再过几个月，马首富就将戴上双眼花翎，摇身一变成为“马尚书”、“马太傅”了！大爷大妈不禁慨叹，首富这两亿美金是真没白花啊！这段故事完全可以改编成爆款短剧“重生之胡雪岩去美国当首富”！但坊间说法自然是不能信的。马首富非但成不了马尚书，而且他的政府改革之路还将极其凶险。“政府效率部”不是个“部”，马首富也成不了个“官”虽然名字里有个“部”字，但“政府效率部”在实际上并不是美国联邦政府机构，而只是个外部咨询机构，按我们老百姓的话说，就是“没编制”，连个事业单位都算不上，就是个临时工。乖乖，花了两亿美元连个编制都不给？美国人办事这么不地道的么？别急，这倒不能怪特朗普小气，这样的安排自有其深意。按照美国的法律要求，设立一个正规的（有编制的）政府部门，必须经过国会立法等一系列繁杂的流程。且不说美国国会内部能不能通过，就算一切顺利，这个正式编制要办下来也得好几年以后的事了——到时候还是不是特朗普在任都不好说。况且，一个旨在提升政府效率的机构在一开始就以如此没有效率的方式设立，这岂不是要让全世界笑掉大牙了么？于是，马斯克一拍特朗普的大腿，干脆不要搞什么编制了，做个布衣宰相不也挺好！美国联邦政府接受外部机构咨询本来也很常见，而这个机构身处政府之外，马斯克也方便出钱，行事上又不会受到太多掣肘，是一举数得的好事。但问题也来了，提升政府效率要干很多触及政府根本的大动作，比如裁撤部门、降低运营成本等等，一个外部机构能有这么大的权力干那么多事吗？那就得看马斯克和特朗普的关系有多铁了。特朗普在这次大选中不仅拿下了总统宝座，还一并赢下了参议院和众议院，在未来几年里可谓是“三权合一”，风光无两。而且特朗普行事非常果决，如果他能全力支持马斯克，DoGE的地位根本就不重要，马斯克的计划必然能通过某些方式得以实现。你们都以为马斯克要学胡雪岩稀罕那红顶子，其实他真正想学的是姚广孝啊！美国联邦政府不是twitter再来看马斯克为DoGE定的目标。11月13日，DoGE就在社媒上开通了官方账号，第一条帖文就立下了flag。DoGE的核心目标就是提升政府效率。但效率这个词可以有很多种定义。因此，为了表明自己的决心，马斯克还给自己下了几个大胆的KPI：第一，将把现有约428个联邦机构裁撤到99个以内，削减约75%；第二，大幅削减政府开支，从联邦预算中削减2万亿美元（美国2024财年总支出为6.75万亿美元，马斯克的目标是砍掉30%）。这两个目标非常惊人。不知道美国联邦公务员们听说之后会不会已经开始瑟瑟发抖担心自己饭碗不保了。但考虑到马首富在买下推特（后改名X）后，把员工总数从8000人砍到1500人的大刀阔斧，这次的政府效率提升计划反倒不显得扎眼了。但关键问题是，美国联邦政府可不是推特/X这样的私营公司。按照美国联邦法律，所有的联邦政府机构（就是马斯克要裁减75%的那些）都是国会通过立法来创立的。每一个机构都有各自特定的功能，同时，也有各自的预算。这些内容的依据都是法律，哪怕是特朗普亲自操刀，也不能说砍就砍，而必须通过严格的法律程序。言下之意是，马斯克在推特/X搞的那一套，是绝不可能简单复制到联邦政府中来的。他在推特/X是拥有绝对权力的，也没有任何法律掣肘他，所以做什么基本都能畅通无阻；但联邦政府有一整套完整的行事程序和法律，主要就是为了防止出现绝对权力滥用的情况。因此，马斯克想要的改革，恐怕并不容易推动起来。相反，他可能会陷入联邦法律的各种条条框框里，寸步难行。马斯克可能干不了多久除了法律程序，联邦政府和推特/X这样的私营公司还有一个巨大的不同是：联邦政府充斥着各种老谋深算的既得利益者。私营公司裁员，说白了就是个生意，按规则，老板给钱，员工走人，一拍两散。但联邦政府可不是这么做事的。很多职业官僚在里面混了很久了，大都有自己的一块利益、“禁脔”。你一个外头来的临时工，靠跟总统关系好上的位，然后嚷嚷着要搞降本增效，那不得动这些老官油子的蛋糕？这都是他们经营好多年甚至几辈人前赴后继攒下的家业，是他们的命根子，今天说拿走就拿走了，这帮人还不得跟马首富拼个你死我活？别说底下的老官油子了，即便是特朗普团队里的这些即将上位的核心成员，也已经开始跟马斯克貌合神离了。这帮人跟着特朗普忠心耿耿蛰伏了四年，如今刚打了个翻身仗，重新上位要准备大展身手的时候，马首富哼哧哼哧跑来把手下人都裁了，预算都砍掉了，就留你个光杆司令，换谁都不会乐意。所以，即便马首富现在有特朗普的支持，但未必能得到其核心团队成员的一致支持。而随着时间的推移，小报告一打，枕边风一吹，两亿美元的恩情慢慢转淡，马斯克保不准逐渐被特朗普所疏远，到那时，首富必将危矣！更要命的是，马斯克还是个习惯高调行事的主儿。这在商界也就罢了，但如果放在政治江湖里，很难不吃大亏。华盛顿特区遍地都是两面三刀的人，哪个政客不得夹起尾巴做人？想那姚广孝，极受朱棣尊崇，在当时绝对算得上权倾天下的人物，但即便如此，哥们每天下了朝，依然回到自己的庙里，换回僧衣，青灯古佛，低调至极。而马首富呢，虽然纵横商界无人匹敌，但在政界仍然只是一枚“小白”，估计不会比他的前辈马尔泰·若曦好到哪里去，后面的路程想必也是步步惊心的吧！当然，马斯克有属于自己的剧本。事已至此，不如让我们看看这出大戏后面到底会怎么唱吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371081230098760,"gmtCreate":1731635070311,"gmtModify":1731635123374,"author":{"id":"27243347292954","authorId":"27243347292954","name":"熊市做空","avatar":"https://static.laohu8.com/7c6a0975a4ef28880f4cfc0fb9d00441","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"牺生特斯拉财路，换个马部长当当！牛逼马斯克！","listText":"牺生特斯拉财路，换个马部长当当！牛逼马斯克！","text":"牺生特斯拉财路，换个马部长当当！牛逼马斯克！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371081230098760","repostId":"2483353917","repostType":2,"repost":{"id":"2483353917","pubTimestamp":1731620820,"share":"https://www.laohu8.com/m/news/2483353917?lang=&edition=full","pubTime":"2024-11-15 05:47","market":"fut","language":"zh","title":"美股成交额TOP 20 | 特朗普将取消电动汽车补贴，特斯拉跌近6%；迪士尼绩后涨超6%，礼来跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483353917","media":"环球市场播报","summary":"周四美股成交额第1名特斯拉收跌5.77%，成交374.23亿美元。作为更广泛的税制改革立法的一部分，特朗普过渡团队正计划取消7500美元的电动汽车税收抵免，特斯拉代表也支持终止补贴。　　电动汽车税收抵免是《通胀削减法案》的重要组成部分，这项补贴的废除将对美国的电动汽车普及造成重大打击。特朗普此前曾表示，他将在担任总统的第一天扭转现行的电动汽车政策。英伟达将在11月20日公布财报。汇丰将英伟达目标价从145美元上调至200美元。","content":"<html><head></head><body><p>周四美股成交额<strong>第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌5.77%，成交374.23亿美元。</strong>作为更广泛的税制改革立法的一部分，特朗普过渡团队正计划取消7500美元的电动汽车税收抵免，特斯拉代表也支持终止补贴。</p><p>电动汽车税收抵免是《通胀削减法案》的重要组成部分，这项补贴的废除将对美国的电动汽车普及造成重大打击。由于汽车价格居高不下，充电基础设施参差不齐，美国的电动汽车普及率已经出现下降。特朗普此前曾表示，他将在担任总统的第一天扭转现行的电动汽车政策。</p><p><strong>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收高0.33%，成交280.68亿美元。</strong>英伟达将在11月20日公布财报。Susquehanna将英伟达公司目标价格从160美元上调至180美元。<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>将英伟达目标价从145美元上调至200美元。</p><p>日前有报道称，英伟达将与软银集团联手打造日本最强超级计算机，并推广能够同时运行AI任务和提供5G服务的新型电信网络。英伟达周三在其举办的日本AI峰会上宣布将与<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>旗下电信业务子公司展开一系列合作，旨在加速日本的主权AI发展计划。两家公司将使用英伟达的最新Blackwell芯片，共同打造日本最强大的AI超级计算机。</p><p><strong>第3名<a href=\"https://laohu8.com/S/MSFT\">微软</a>收高0.40%，成交120.33亿美元。</strong>美国联邦贸易委员会（FTC）将对微软云计算业务的反竞争行为展开调查，调查重点是关于微软在生产力软件市场滥用其市场势力的指控。正在调查的具体手段包括对离开的客户提高订阅费用、收取高额退出费用，以及使Office 365产品与竞争对手的云平台不兼容。此举表明FTC在主席丽娜·可汗的领导下，正在持续努力对大科技公司进行挑战，她优先关注打击垄断行为。</p><p>最新数据显示，在AI产品网站榜中，微软的Copilot今年10月访问量出现了大幅度上涨，涨幅高达惊人的87%。业内人士透露，接下来两个季度，还有可能翻几倍环比增长，且付费意愿同步提升。</p><p><strong>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高1.38%，成交98.79亿美元。</strong>据报道，苹果公司正在大幅减少Vision Pro头显设备的产量，甚至可能在年底前停止生产这种一开始受人追捧的产品。这款增强现实设备在今年1月的预售活动中售罄，但在2月2日正式发布后，顾客们便发现这种昂贵的可穿戴设备既笨重又会引发头痛。</p><p><strong>第5名<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收跌1.22%，成交89.52亿美元。</strong>亚马逊周三宣布，正式推出名为“Amazon Haul”的线上低价商店，主打20美元以下的电子产品、服装等商品，此举旨在应对近年来不断蚕食其电商市场份额的折扣零售商。</p><p>根据公司博客文章介绍，这个新商店专区主要销售10美元以下的商品，部分低至1美元，同时提供满25美元免费配送服务。据亚马逊提供给卖家的文件显示，公司计划从其在中国运营的仓库向美国顾客发货。订单预计送达时间为1-2周。</p><p><strong>第7名Meta Platforms收跌0.49%，成交60.86亿美元。</strong>Meta Platforms被欧盟罚款7.98亿欧元（8.41亿美元），因该公司将Facebook Marketplace服务与其庞大的社交网络捆绑在一起。这是这家美国科技巨头有史以来首次因违反欧盟反垄断法而被处罚。</p><p>欧盟委员会要求Meta停止将分类广告服务与Facebook庞大的社交媒体平台捆绑在一起，不要对竞争对手的二手交易平台施加不公平的交易条件。</p><p><strong>第8名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>A类股收跌1.84%，成交53.71亿美元。</strong>谷歌本周在苹果App Store平台上正式推出了其Gemini人工智能聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>的iOS移动版本。此举也意味着谷歌Gemini与OpenAI引以为傲的AI聊天机器人ChatGPT对于C端用户们的争夺战，从PC端蔓延到了智能手机移动端。</p><p><strong>第9名<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>收高6.23%，成交52.24亿美元。</strong>迪士尼每股收益、营收、业绩指引超预期，宣布30亿股票回购计划。</p><p>该公司第四财季营收同比增长6.3%至225.7亿美元，预估224.7亿美元。全年营收同比增长3%至914亿美元。第四财季每股收益（EPS）同比增长79%至0.25美元。全年EPS翻倍，从去年的1.29美元增加到2.72美元。第四财季调整后每股收益同比增长39%至1.14美元，预估1.10美元。全年同比增长32%至4.97美元。第四财季息税前利润同比下降6%至9亿美元。全年息税前利润同比增长59%至76亿美元。</p><p>该公司预计2025年调整后每股收益将实现“高个位数”增长，超过4%的预期，并且盈利增长应在2026年达到两位数，并持续到2027年。</p><p>到2025年，该公司还计划回购30亿美元股票，并实现“与盈利增长同步的股息增长”。</p><p><strong>第11名AMD收跌0.33%，成交43.65亿美元。</strong>AMD已证实计划在其全球员工中裁员约4%，即在其员工总数约26000人中裁员约1000人。在裁员之前，今年第三季度，AMD营收为68.19亿美元，同比增长18%；净利润为7.71亿美元，同比增长158%。AMD数据中心业务第三季度营收35.49亿美元，同比增长122%，数据中心业务已连续第二个季度销售额翻番。AMD第三季度研发成本上升近9%，总销售成本上升11%。</p><p><strong>第14名<a href=\"https://laohu8.com/S/LLY\">礼来</a>收跌3.15%，成交31.08亿美元。</strong>礼来旗下重磅减肥药物Zepbound在第三季度销售逊于预期，让投资者对减肥药物市场前景产生了担忧。</p><p>礼来在10月底公布的2024年第三季度业绩显示，其重磅减肥药物Zepbound（有效成分为替尔泊肽）的销售不及市场预期，这着实令关注减肥药物市场前景的投资者感到担心。</p><p>财报显示，礼来第三季度营收为114.39亿美元，同比增长20%。不过，市场最关注的Zepbound在当季的销售额仅为12.6亿美元，远低于分析师预期的17.6亿美元。同样拥有替尔泊肽为有效成分的糖尿病治疗药物Mounjaro在当季的销售额为31.1亿美元，亦低于分析师预期的37亿美元。</p><p>对于Zepbound和Mounjaro在第三季度销售不及预期，礼来将其归咎于药品批发商削减这两种药物的库存。这家制药巨头表示，供应增加使得该公司能够在第二季度完成批发商的延期订单，这导致批发商拥有的Zepbound和Mounjaro库存在第二季度增加。而在第三季度，这些批发商动用了部分现有库存，而不是从该公司购买更多，这抑制了两种药物的销售。</p><p><strong>第19名<a href=\"https://laohu8.com/S/CRM\">赛富时</a>收跌2.95%，成交23.74亿美元。</strong>日前加拿大电商平台Shopify称，它已经吸引了数百家赛富时客户，包括玩具反斗城（Toys R Us）和床垫销售商Casper等知名品牌，并鼓励其他公司“加入这场大迁徙”。</p><p>Shopify的主要卖点是其电子商务服务套件的价格更低，该公司经常调侃赛富时热衷于通过晚宴招待潜在客户。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cb0a3c05dcf99828776b7c9106b674a\" tg-width=\"550\" tg-height=\"2421\"/></p><p></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股成交额TOP 20 | 特朗普将取消电动汽车补贴，特斯拉跌近6%；迪士尼绩后涨超6%，礼来跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 05:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-15/doc-incwatrw3826710.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四美股成交额第1名特斯拉收跌5.77%，成交374.23亿美元。作为更广泛的税制改革立法的一部分，特朗普过渡团队正计划取消7500美元的电动汽车税收抵免，特斯拉代表也支持终止补贴。电动汽车税收抵免是《通胀削减法案》的重要组成部分，这项补贴的废除将对美国的电动汽车普及造成重大打击。由于汽车价格居高不下，充电基础设施参差不齐，美国的电动汽车普及率已经出现下降。特朗普此前曾表示，他将在担任总统的第一天...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-15/doc-incwatrw3826710.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC 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\"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","TSLA":"特斯拉","BK4574":"无人驾驶"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-15/doc-incwatrw3826710.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2483353917","content_text":"周四美股成交额第1名特斯拉收跌5.77%，成交374.23亿美元。作为更广泛的税制改革立法的一部分，特朗普过渡团队正计划取消7500美元的电动汽车税收抵免，特斯拉代表也支持终止补贴。电动汽车税收抵免是《通胀削减法案》的重要组成部分，这项补贴的废除将对美国的电动汽车普及造成重大打击。由于汽车价格居高不下，充电基础设施参差不齐，美国的电动汽车普及率已经出现下降。特朗普此前曾表示，他将在担任总统的第一天扭转现行的电动汽车政策。第2名英伟达收高0.33%，成交280.68亿美元。英伟达将在11月20日公布财报。Susquehanna将英伟达公司目标价格从160美元上调至180美元。汇丰将英伟达目标价从145美元上调至200美元。日前有报道称，英伟达将与软银集团联手打造日本最强超级计算机，并推广能够同时运行AI任务和提供5G服务的新型电信网络。英伟达周三在其举办的日本AI峰会上宣布将与软银集团旗下电信业务子公司展开一系列合作，旨在加速日本的主权AI发展计划。两家公司将使用英伟达的最新Blackwell芯片，共同打造日本最强大的AI超级计算机。第3名微软收高0.40%，成交120.33亿美元。美国联邦贸易委员会（FTC）将对微软云计算业务的反竞争行为展开调查，调查重点是关于微软在生产力软件市场滥用其市场势力的指控。正在调查的具体手段包括对离开的客户提高订阅费用、收取高额退出费用，以及使Office 365产品与竞争对手的云平台不兼容。此举表明FTC在主席丽娜·可汗的领导下，正在持续努力对大科技公司进行挑战，她优先关注打击垄断行为。最新数据显示，在AI产品网站榜中，微软的Copilot今年10月访问量出现了大幅度上涨，涨幅高达惊人的87%。业内人士透露，接下来两个季度，还有可能翻几倍环比增长，且付费意愿同步提升。第4名苹果收高1.38%，成交98.79亿美元。据报道，苹果公司正在大幅减少Vision Pro头显设备的产量，甚至可能在年底前停止生产这种一开始受人追捧的产品。这款增强现实设备在今年1月的预售活动中售罄，但在2月2日正式发布后，顾客们便发现这种昂贵的可穿戴设备既笨重又会引发头痛。第5名亚马逊收跌1.22%，成交89.52亿美元。亚马逊周三宣布，正式推出名为“Amazon Haul”的线上低价商店，主打20美元以下的电子产品、服装等商品，此举旨在应对近年来不断蚕食其电商市场份额的折扣零售商。根据公司博客文章介绍，这个新商店专区主要销售10美元以下的商品，部分低至1美元，同时提供满25美元免费配送服务。据亚马逊提供给卖家的文件显示，公司计划从其在中国运营的仓库向美国顾客发货。订单预计送达时间为1-2周。第7名Meta Platforms收跌0.49%，成交60.86亿美元。Meta Platforms被欧盟罚款7.98亿欧元（8.41亿美元），因该公司将Facebook Marketplace服务与其庞大的社交网络捆绑在一起。这是这家美国科技巨头有史以来首次因违反欧盟反垄断法而被处罚。欧盟委员会要求Meta停止将分类广告服务与Facebook庞大的社交媒体平台捆绑在一起，不要对竞争对手的二手交易平台施加不公平的交易条件。第8名谷歌A类股收跌1.84%，成交53.71亿美元。谷歌本周在苹果App Store平台上正式推出了其Gemini人工智能聊天机器人的iOS移动版本。此举也意味着谷歌Gemini与OpenAI引以为傲的AI聊天机器人ChatGPT对于C端用户们的争夺战，从PC端蔓延到了智能手机移动端。第9名迪士尼收高6.23%，成交52.24亿美元。迪士尼每股收益、营收、业绩指引超预期，宣布30亿股票回购计划。该公司第四财季营收同比增长6.3%至225.7亿美元，预估224.7亿美元。全年营收同比增长3%至914亿美元。第四财季每股收益（EPS）同比增长79%至0.25美元。全年EPS翻倍，从去年的1.29美元增加到2.72美元。第四财季调整后每股收益同比增长39%至1.14美元，预估1.10美元。全年同比增长32%至4.97美元。第四财季息税前利润同比下降6%至9亿美元。全年息税前利润同比增长59%至76亿美元。该公司预计2025年调整后每股收益将实现“高个位数”增长，超过4%的预期，并且盈利增长应在2026年达到两位数，并持续到2027年。到2025年，该公司还计划回购30亿美元股票，并实现“与盈利增长同步的股息增长”。第11名AMD收跌0.33%，成交43.65亿美元。AMD已证实计划在其全球员工中裁员约4%，即在其员工总数约26000人中裁员约1000人。在裁员之前，今年第三季度，AMD营收为68.19亿美元，同比增长18%；净利润为7.71亿美元，同比增长158%。AMD数据中心业务第三季度营收35.49亿美元，同比增长122%，数据中心业务已连续第二个季度销售额翻番。AMD第三季度研发成本上升近9%，总销售成本上升11%。第14名礼来收跌3.15%，成交31.08亿美元。礼来旗下重磅减肥药物Zepbound在第三季度销售逊于预期，让投资者对减肥药物市场前景产生了担忧。礼来在10月底公布的2024年第三季度业绩显示，其重磅减肥药物Zepbound（有效成分为替尔泊肽）的销售不及市场预期，这着实令关注减肥药物市场前景的投资者感到担心。财报显示，礼来第三季度营收为114.39亿美元，同比增长20%。不过，市场最关注的Zepbound在当季的销售额仅为12.6亿美元，远低于分析师预期的17.6亿美元。同样拥有替尔泊肽为有效成分的糖尿病治疗药物Mounjaro在当季的销售额为31.1亿美元，亦低于分析师预期的37亿美元。对于Zepbound和Mounjaro在第三季度销售不及预期，礼来将其归咎于药品批发商削减这两种药物的库存。这家制药巨头表示，供应增加使得该公司能够在第二季度完成批发商的延期订单，这导致批发商拥有的Zepbound和Mounjaro库存在第二季度增加。而在第三季度，这些批发商动用了部分现有库存，而不是从该公司购买更多，这抑制了两种药物的销售。第19名赛富时收跌2.95%，成交23.74亿美元。日前加拿大电商平台Shopify称，它已经吸引了数百家赛富时客户，包括玩具反斗城（Toys R Us）和床垫销售商Casper等知名品牌，并鼓励其他公司“加入这场大迁徙”。Shopify的主要卖点是其电子商务服务套件的价格更低，该公司经常调侃赛富时热衷于通过晚宴招待潜在客户。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371080043577592,"gmtCreate":1731634776108,"gmtModify":1731634778015,"author":{"id":"27243347292954","authorId":"27243347292954","name":"熊市做空","avatar":"https://static.laohu8.com/7c6a0975a4ef28880f4cfc0fb9d00441","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 270美元是必须的！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 270美元是必须的！","text":"$特斯拉(TSLA)$ 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做空(先卖后买)特斯拉良机！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370829505413432","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370561248612368,"gmtCreate":1731470762931,"gmtModify":1731470764380,"author":{"id":"27243347292954","authorId":"27243347292954","name":"熊市做空","avatar":"https://static.laohu8.com/7c6a0975a4ef28880f4cfc0fb9d00441","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调连渎多日大跌！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调连渎多日大跌！","text":"$特斯拉(TSLA)$ 回调连渎多日大跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370561248612368","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370371901427984,"gmtCreate":1731450068037,"gmtModify":1731461356548,"author":{"id":"27243347292954","authorId":"27243347292954","name":"熊市做空","avatar":"https://static.laohu8.com/7c6a0975a4ef28880f4cfc0fb9d00441","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 也许，回调到270美元，哈哈哈！庄家，你有银子？你的印钞机牛逼，你拿出来呀！没银子，急死川粉马粉啦！跌还是跌！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 也许，回调到270美元，哈哈哈！庄家，你有银子？你的印钞机牛逼，你拿出来呀！没银子，急死川粉马粉啦！跌还是跌！","text":"$特斯拉(TSLA)$ 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回调是必须的，此股又不是美联储发行的！股价往上涨，需要银子推动的，没有银子，再高的口号，也是大饼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/369733243846680","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":3,"crmLevelSwitch":1,"idStr":"3499414020530028","authorIdStr":"3499414020530028"},"content":"火箭不是NASA造的，不照样No.1","text":"火箭不是NASA造的，不照样No.1","html":"火箭不是NASA造的，不照样No.1"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368813289009168,"gmtCreate":1731080023704,"gmtModify":1731080025299,"author":{"id":"27243347292954","authorId":"27243347292954","name":"熊市做空","avatar":"https://static.laohu8.com/7c6a0975a4ef28880f4cfc0fb9d00441","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"<a 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