大鱼海棠_4922的个人主页 - 老虎社区

大鱼海棠_4922

大鱼海棠_4922

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IP属地：江苏

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大鱼海棠_4922

12-17 14:02

是的可以一起收复台湾

港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题

大鱼海棠_4922

12-13

丑死了

终于变了，iPhone 17外观曝光：首次改用条形横置摄像头

大鱼海棠_4922

12-12

各种小作文寓意着特斯拉要回调了[捂脸] [捂脸] [捂脸] [捂脸]

四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间

大鱼海棠_4922

12-09

$蔚来(NIO)$ 这种涨幅就是昙花一现我是对蔚来的经营和战略决策太失望了，但凡有点管理能力的人也不会拿着这么多的资源把公司管理成这个样子[捂脸] [捂脸] [捂脸]

大鱼海棠_4922

12-09

$蔚来(NIO)$ 兄弟你终于雄起了一把了

大鱼海棠_4922

12-04

$联合健康(UNH)$ 真NB CEO被杀了股价没任何反应[捂脸] [捂脸] [捂脸]

大鱼海棠_4922

12-03

换电是好但是蔚来最大的问题没有专心搞换电又去搞芯片操作系统手机[捂脸][捂脸][捂脸] 芯片和操作系统研发简直是无底洞[捂脸][捂脸][捂脸]

大鱼海棠_4922

11-30

$纳指三倍做多ETF(TQQQ)$ 纳斯达克 QQQ都突破历史新高了这货怎么还在80块晃动？？？

大鱼海棠_4922

11-30

BYD就是血汗工厂压榨员工压榨劳动力

大鱼海棠_4922

11-29

血汗工厂

比亚迪内部人士：降价要求不排除会扩展到其他领域

大鱼海棠_4922

11-27

BYD就是血汗工厂，压榨员工压榨供应链

比亚迪回应要求供应商降价10%：年度议价是行业惯例

大鱼海棠_4922

11-26

$蔚来(NIO)$ 真恶心李斌真的是瞎搞搞什么芯片操作系统手机啥的养了一群闲人

大鱼海棠_4922

11-26

特朗普还没上任呢政策都没落地 CPI PPI 就业率全都没受到政策的任何影响单纯靠猜想和预测影响美联储决议是不靠谱的

市场正权衡特朗普政策的影响，12月降息突显不稳定 “情绪”

大鱼海棠_4922

11-25

裁员20% 提高效率割掉手机芯片操作系统等非主营的研发业务，相信会2026可以达到，如果什么都不做就喊着要达到不太现实

抱歉，原内容已删除

大鱼海棠_4922

11-25

机器人属于第几类？

英伟达不再是焦点了？AI交易已经变了！

大鱼海棠_4922

11-21

$纳斯达克(.IXIC)$ 啥情况？今天为啥大跌？

大鱼海棠_4922

11-20

$蔚来(NIO)$ 瞎搞决策者有大问题

大鱼海棠_4922

11-19

截图不是有公里数么？怎么看出来是新的？

大鱼海棠_4922

11-19

Replying to @fincc:这截图不是标着公里数么？为啥是全新的？//@fincc:全新不是准新

大鱼海棠_4922

11-12

$蔚来(NIO)$ 这货太坑了

去老虎APP查看更多动态

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src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</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>港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题</title>\n<style 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}\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港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题\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 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172293342","content_text":"港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381121361481896,"gmtCreate":1734078154550,"gmtModify":1734078156246,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"丑死了","listText":"丑死了","text":"丑死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381121361481896","repostId":"1104437493","repostType":4,"repost":{"id":"1104437493","kind":"news","pubTimestamp":1734073897,"share":"https://www.laohu8.com/m/news/1104437493?lang=&edition=full","pubTime":"2024-12-13 15:11","market":"us","language":"zh","title":"终于变了，iPhone 17外观曝光：首次改用条形横置摄像头","url":"https://stock-news.laohu8.com/highlight/detail?id=1104437493","media":"快科技","summary":"多款安卓新机将效仿。","content":"<html><head></head><body><p>挤了多年牙膏的iPhone，终于要改外观了。</p><p style=\"text-align: start;\">综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，<strong>从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。</strong></p><p style=\"text-align: start;\">此前，MR、The Information等媒体也报道称，<strong>iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9666f79d2a6c16c1c23c83e26570d5ff\" title=\"iPhone 17外观示意图\" tg-width=\"600\" tg-height=\"338\"/><span>iPhone 17外观示意图</span></p><p><strong>据悉，iPhone 17系列将有以下8项显著变化：</strong></p><p style=\"text-align: start;\"><strong>一、铝壳</strong></p><p style=\"text-align: start;\">有消息指称，iPhone 17 Pro系列机身将采用铝制框架。 做为比较，iPhone 15 Pro与iPhone 16 Pro采用的是钛金属材质，而iPhone X至iPhone 14 Pro则是采用不锈钢框架。</p><p style=\"text-align: start;\"><strong>iPhone 17 Pro的背壳可能会采用半铝、半玻璃的设计方式。</strong></p><p style=\"text-align: start;\"><strong>二、条形横置摄像头</strong></p><p style=\"text-align: start;\">除了铝制金属机身，iPhone 17 Pro的相机模组也将由铝制成， 且与现有的相机模组外观相比，<strong>iPhone 17 Pro的相机模组将会是一个“更大的矩形凸块”，也就是目前我们看到的条形横置摄像头。</strong>当然具体设计细节还有待确认。</p><p style=\"text-align: start;\"><strong>三、A19 Pro芯片</strong></p><p style=\"text-align: start;\">iPhone 17 Pro预计会采用苹果下一代的A19 Pro芯片，有消息指称，新芯片将采用台积电更新的第三代3纳米制程。</p><p style=\"text-align: start;\">与过去的策略一样，A19 Pro预计会比上一代芯片，在效能与功耗方面略有提升。</p><p style=\"text-align: start;\"><strong>四、苹果自研Wi-Fi 7芯片</strong></p><p style=\"text-align: start;\">有消息指称，至少会有一款iPhone 17型号搭载苹果自研Wi-Fi 7芯片，而不是采用博通的产品。</p><p style=\"text-align: start;\"><strong>五、2400万像素前置镜头</strong></p><p style=\"text-align: start;\">据悉，<strong>四款iPhone 17型号都会配备升级的2400万像素前置镜头</strong>，在视像会议、视像通话可获得更好的画质。 目前所有iPhone 16型号前置镜头均为1200万像素镜头。</p><p style=\"text-align: start;\"><strong>六、4800万像素长焦镜头</strong></p><p style=\"text-align: start;\">此外，iPhone 17 Pro系列机款将采用4800万像素长焦镜头，规格高于iPhone 16 Pro所采用的1200万像素长焦镜头。</p><p style=\"text-align: start;\"><strong>七、12GB内存</strong></p><p style=\"text-align: start;\">早先有传闻指称，苹果预计会在iPhone 17 Pro Max上首次搭载12GB内存，但后来又有消息指出iPhone 17 Pro也将会有一样的配置。内存容量的升级，将有助于提升Apple Intelligence和多任务处理的效能。</p><p style=\"text-align: start;\">目前所有iPhone 16型号均搭载8GB内存。</p><p style=\"text-align: start;\"><strong>八、iPhone 17 Pro Max灵动岛</strong></p><p style=\"text-align: start;\">iPhone 17 Pro Max将有一个独特的设计变化，<strong>机身正面的灵动岛将会缩得更窄、更细小</strong>。 新机将搭载苹果最新研发的Metalens技术，使得Face ID系统的显示区域变得更加紧凑，进一步改进屏幕的使用面积。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe12d3f00e47433567726e1ee37a88e\" title=\"\" tg-width=\"600\" tg-height=\"600\"/></p></body></html>","source":"kkj","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>终于变了，iPhone 17外观曝光：首次改用条形横置摄像头</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; 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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终于变了，iPhone 17外观曝光：首次改用条形横置摄像头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/1019/1019070.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>挤了多年牙膏的iPhone，终于要改外观了。综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。此前，MR、The Information等媒体也报道称，iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。iPhone ...</p>\n\n<a href=\"https://news.mydrivers.com/1/1019/1019070.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31987b79322c2ad201f6d8a31c1a0848","relate_stocks":{"AAPL":"苹果"},"source_url":"https://news.mydrivers.com/1/1019/1019070.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104437493","content_text":"挤了多年牙膏的iPhone，终于要改外观了。综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。此前，MR、The Information等媒体也报道称，iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。iPhone 17外观示意图据悉，iPhone 17系列将有以下8项显著变化：一、铝壳有消息指称，iPhone 17 Pro系列机身将采用铝制框架。 做为比较，iPhone 15 Pro与iPhone 16 Pro采用的是钛金属材质，而iPhone X至iPhone 14 Pro则是采用不锈钢框架。iPhone 17 Pro的背壳可能会采用半铝、半玻璃的设计方式。二、条形横置摄像头除了铝制金属机身，iPhone 17 Pro的相机模组也将由铝制成， 且与现有的相机模组外观相比，iPhone 17 Pro的相机模组将会是一个“更大的矩形凸块”，也就是目前我们看到的条形横置摄像头。当然具体设计细节还有待确认。三、A19 Pro芯片iPhone 17 Pro预计会采用苹果下一代的A19 Pro芯片，有消息指称，新芯片将采用台积电更新的第三代3纳米制程。与过去的策略一样，A19 Pro预计会比上一代芯片，在效能与功耗方面略有提升。四、苹果自研Wi-Fi 7芯片有消息指称，至少会有一款iPhone 17型号搭载苹果自研Wi-Fi 7芯片，而不是采用博通的产品。五、2400万像素前置镜头据悉，四款iPhone 17型号都会配备升级的2400万像素前置镜头，在视像会议、视像通话可获得更好的画质。 目前所有iPhone 16型号前置镜头均为1200万像素镜头。六、4800万像素长焦镜头此外，iPhone 17 Pro系列机款将采用4800万像素长焦镜头，规格高于iPhone 16 Pro所采用的1200万像素长焦镜头。七、12GB内存早先有传闻指称，苹果预计会在iPhone 17 Pro Max上首次搭载12GB内存，但后来又有消息指出iPhone 17 Pro也将会有一样的配置。内存容量的升级，将有助于提升Apple Intelligence和多任务处理的效能。目前所有iPhone 16型号均搭载8GB内存。八、iPhone 17 Pro Max灵动岛iPhone 17 Pro Max将有一个独特的设计变化，机身正面的灵动岛将会缩得更窄、更细小。 新机将搭载苹果最新研发的Metalens技术，使得Face ID系统的显示区域变得更加紧凑，进一步改进屏幕的使用面积。","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380818593689816,"gmtCreate":1733982454010,"gmtModify":1733982456549,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"各种小作文寓意着特斯拉要回调了[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"各种小作文寓意着特斯拉要回调了[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"各种小作文寓意着特斯拉要回调了[捂脸] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380818593689816","repostId":"1130962768","repostType":4,"repost":{"id":"1130962768","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":1733974530,"share":"https://www.laohu8.com/m/news/1130962768?lang=&edition=full","pubTime":"2024-12-12 11:35","market":"us","language":"zh","title":"四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1130962768","media":"老虎资讯综合","summary":"但第四季度形势好转，股价超越了“七巨头”其他成员。电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。换句话说，我相信特斯拉股价还有进一步上涨的空间。Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。","content":"<html><head></head><body><ul style=\"\"><li><p>自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；</p></li><li><p>马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；</p></li></ul><p>今年年初，艰难的局面导致<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。</p><p>最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d0654207b819197210ab89b873a675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。</p><p>知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间</p><p>特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c8d8f1b09c66eaf0b44f7da8d12b8c\" title=\"特斯拉首席执行官埃隆·马斯克\" tg-width=\"700\" tg-height=\"500\"/><span>特斯拉首席执行官埃隆·马斯克</span></p><p>以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：</p><h3 id=\"id_262539083\">1. 马斯克豪赌特朗普</h3><p>马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。</p><p>尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。</p><p>“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。</p><p>马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。</p><p>在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。</p><p>Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。</p><p>此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。</p><h3 id=\"id_1074670918\">2. 销量恢复增长</h3><p>2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。</p><p>对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。</p><p>然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。</p><p>在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。</p><p>如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。</p><h3 id=\"id_3422670598\">3. 特朗普的关税提案可能利好特斯拉</h3><p>尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。</p><p>特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。</p><p>如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。</p><p>“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。</p><h3 id=\"id_363638579\">4. <a href=\"https://laohu8.com/S/GM\">通用汽车</a>退出Robotaxi市场</h3><p>通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。</p><p>通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。</p><p>然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。</p><p>DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。</p><p>“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。</p><p>这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。</p><p>“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/<a href=\"https://laohu8.com/S/300024\">机器人</a>技术相关的长期机会。”<a href=\"https://laohu8.com/S/GS\">高盛</a>在周二的报告中写道。</p><p><em>本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. Here are 4 things going right for Elon Musk&#39;s carmaker.》</em></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>四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间</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四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间\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\">2024-12-12 11:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；</p></li><li><p>马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；</p></li></ul><p>今年年初，艰难的局面导致<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。</p><p>最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d0654207b819197210ab89b873a675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。</p><p>知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间</p><p>特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c8d8f1b09c66eaf0b44f7da8d12b8c\" title=\"特斯拉首席执行官埃隆·马斯克\" tg-width=\"700\" tg-height=\"500\"/><span>特斯拉首席执行官埃隆·马斯克</span></p><p>以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：</p><h3 id=\"id_262539083\">1. 马斯克豪赌特朗普</h3><p>马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。</p><p>尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。</p><p>“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。</p><p>马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。</p><p>在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。</p><p>Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。</p><p>此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。</p><h3 id=\"id_1074670918\">2. 销量恢复增长</h3><p>2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。</p><p>对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。</p><p>然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。</p><p>在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。</p><p>如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。</p><h3 id=\"id_3422670598\">3. 特朗普的关税提案可能利好特斯拉</h3><p>尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。</p><p>特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。</p><p>如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。</p><p>“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。</p><h3 id=\"id_363638579\">4. <a href=\"https://laohu8.com/S/GM\">通用汽车</a>退出Robotaxi市场</h3><p>通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。</p><p>通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。</p><p>然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。</p><p>DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。</p><p>“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。</p><p>这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。</p><p>“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/<a href=\"https://laohu8.com/S/300024\">机器人</a>技术相关的长期机会。”<a href=\"https://laohu8.com/S/GS\">高盛</a>在周二的报告中写道。</p><p><em>本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. Here are 4 things going right for Elon Musk&#39;s carmaker.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130962768","content_text":"自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；今年年初，艰难的局面导致特斯拉股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是亚马逊，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——苹果、亚马逊、谷歌、微软和英伟达——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。特斯拉首席执行官埃隆·马斯克以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：1. 马斯克豪赌特朗普马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。2. 销量恢复增长2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。3. 特朗普的关税提案可能利好特斯拉尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。4. 通用汽车退出Robotaxi市场通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/机器人技术相关的长期机会。”高盛在周二的报告中写道。本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. Here are 4 things going right for Elon Musk's carmaker.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379766708855288,"gmtCreate":1733757683448,"gmtModify":1733758582858,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这种涨幅就是昙花一现 我是对蔚来的经营和战略决策太失望了，但凡有点管理能力的人也不会拿着这么多的资源把公司管理成这个样子[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这种涨幅就是昙花一现 我是对蔚来的经营和战略决策太失望了，但凡有点管理能力的人也不会拿着这么多的资源把公司管理成这个样子[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$蔚来(NIO)$ 这种涨幅就是昙花一现 我是对蔚来的经营和战略决策太失望了，但凡有点管理能力的人也不会拿着这么多的资源把公司管理成这个样子[捂脸] [捂脸] 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这货怎么还在80块晃动？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376241669861808","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376235760157056,"gmtCreate":1732896612297,"gmtModify":1732896614517,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"BYD就是血汗工厂 压榨员工 压榨劳动力","listText":"BYD就是血汗工厂 压榨员工 压榨劳动力","text":"BYD就是血汗工厂 压榨员工 压榨劳动力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376235760157056","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376205573210232,"gmtCreate":1732867902585,"gmtModify":1732867904517,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"血汗工厂","listText":"血汗工厂","text":"血汗工厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376205573210232","repostId":"1169165177","repostType":4,"repost":{"id":"1169165177","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":1732864223,"share":"https://www.laohu8.com/m/news/1169165177?lang=&edition=full","pubTime":"2024-11-29 15:10","market":"hk","language":"zh","title":"比亚迪内部人士：降价要求不排除会扩展到其他领域","url":"https://stock-news.laohu8.com/highlight/detail?id=1169165177","media":"老虎资讯综合","summary":"降本方案是按领域有节奏推进的","content":"<html><head></head><body><p>据一财，比亚迪内部人士称，比亚迪共有8000多家供应商，收到降本通知邮件的供应商不到1%。另一位比亚迪内部人士透露，降本方案是按领域有节奏推进的，此次降本要求邮件主要发给了电控和传感器供应商，数量为几十家；未来不排除会扩展到其他领域的供应商。</p><p>一家比亚迪供应商证实收到比亚迪发出的要求降价10%的邮件，但目前公司并没有同意，还在跟比亚迪洽谈。“如果比亚迪能给到更多的订单量可以考虑协商降本，但以目前的订单量，价格再降10%，公司是在赔本赚吆喝。”该人士表示。多家比亚迪供应商表示，迪链是比亚迪向供应商推广的金融信息平台，以迪链凭证向供应商进行结算，通常兑付周期为6个月。由于迪链凭证不能直接在二级供应商之间流通，只能等到到期拿款，相当于延长了回款周期。</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>比亚迪内部人士：降价要求不排除会扩展到其他领域</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比亚迪内部人士：降价要求不排除会扩展到其他领域\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\">2024-11-29 15:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据一财，比亚迪内部人士称，比亚迪共有8000多家供应商，收到降本通知邮件的供应商不到1%。另一位比亚迪内部人士透露，降本方案是按领域有节奏推进的，此次降本要求邮件主要发给了电控和传感器供应商，数量为几十家；未来不排除会扩展到其他领域的供应商。</p><p>一家比亚迪供应商证实收到比亚迪发出的要求降价10%的邮件，但目前公司并没有同意，还在跟比亚迪洽谈。“如果比亚迪能给到更多的订单量可以考虑协商降本，但以目前的订单量，价格再降10%，公司是在赔本赚吆喝。”该人士表示。多家比亚迪供应商表示，迪链是比亚迪向供应商推广的金融信息平台，以迪链凭证向供应商进行结算，通常兑付周期为6个月。由于迪链凭证不能直接在二级供应商之间流通，只能等到到期拿款，相当于延长了回款周期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169165177","content_text":"据一财，比亚迪内部人士称，比亚迪共有8000多家供应商，收到降本通知邮件的供应商不到1%。另一位比亚迪内部人士透露，降本方案是按领域有节奏推进的，此次降本要求邮件主要发给了电控和传感器供应商，数量为几十家；未来不排除会扩展到其他领域的供应商。一家比亚迪供应商证实收到比亚迪发出的要求降价10%的邮件，但目前公司并没有同意，还在跟比亚迪洽谈。“如果比亚迪能给到更多的订单量可以考虑协商降本，但以目前的订单量，价格再降10%，公司是在赔本赚吆喝。”该人士表示。多家比亚迪供应商表示，迪链是比亚迪向供应商推广的金融信息平台，以迪链凭证向供应商进行结算，通常兑付周期为6个月。由于迪链凭证不能直接在二级供应商之间流通，只能等到到期拿款，相当于延长了回款周期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375508830851376,"gmtCreate":1732695332039,"gmtModify":1732695334126,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"BYD就是血汗工厂，压榨员工 压榨供应链","listText":"BYD就是血汗工厂，压榨员工 压榨供应链","text":"BYD就是血汗工厂，压榨员工 压榨供应链","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375508830851376","repostId":"1196147473","repostType":4,"repost":{"id":"1196147473","kind":"news","pubTimestamp":1732694515,"share":"https://www.laohu8.com/m/news/1196147473?lang=&edition=full","pubTime":"2024-11-27 16:01","market":"hk","language":"zh","title":"比亚迪回应要求供应商降价10%：年度议价是行业惯例","url":"https://stock-news.laohu8.com/highlight/detail?id=1196147473","media":"新浪财经","summary":"非强制要求，大家可协商推进。","content":"<html><head></head><body><p style=\"text-align: start;\">近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。</p><p style=\"text-align: start;\">比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc217f12062bf47b09e3fd97e39d46cf\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"297\"/></p><p>网传比亚迪要求供应商降价的邮件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e496ad2b0956c5beb9646e182d32d20\" alt=\"编者附   来源：网络 \" title=\"编者附   来源：网络 \" tg-width=\"359\" tg-height=\"532\"/><span>编者附   来源：网络 </span></p><p></p></body></html>","source":"XLCJ","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>比亚迪回应要求供应商降价10%：年度议价是行业惯例</title>\n<style 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href=\"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196147473","content_text":"近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。网传比亚迪要求供应商降价的邮件。编者附   来源：网络","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375321242861672,"gmtCreate":1732634922121,"gmtModify":1732636120559,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 真恶心 李斌真的是瞎搞 搞什么芯片 操作系统 手机啥的 养了一群闲人","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 真恶心 李斌真的是瞎搞 搞什么芯片 操作系统 手机啥的 养了一群闲人","text":"$蔚来(NIO)$ 真恶心 李斌真的是瞎搞 搞什么芯片 操作系统 手机啥的 养了一群闲人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375321242861672","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家马斯克","avatar":"https://static.tigerbbs.com/9d18be4282d413cee74be285e3918841","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"content":"有钱了觉得啥事都能干成呗","text":"有钱了觉得啥事都能干成呗","html":"有钱了觉得啥事都能干成呗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375156507009136,"gmtCreate":1732594854155,"gmtModify":1732599429320,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"特朗普还没上任呢 政策都没落地 CPI PPI 就业率全都没受到政策的任何影响 单纯靠猜想和预测影响美联储决议是不靠谱的","listText":"特朗普还没上任呢 政策都没落地 CPI PPI 就业率全都没受到政策的任何影响 单纯靠猜想和预测影响美联储决议是不靠谱的","text":"特朗普还没上任呢 政策都没落地 CPI PPI 就业率全都没受到政策的任何影响 单纯靠猜想和预测影响美联储决议是不靠谱的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375156507009136","repostId":"1160760404","repostType":4,"repost":{"id":"1160760404","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":1732588067,"share":"https://www.laohu8.com/m/news/1160760404?lang=&edition=full","pubTime":"2024-11-26 10:27","market":"us","language":"zh","title":"市场正权衡特朗普政策的影响，12月降息突显不稳定 “情绪”","url":"https://stock-news.laohu8.com/highlight/detail?id=1160760404","media":"老虎资讯综合","summary":"由于当选总统唐纳德·特朗普的政策意图对经济的影响存在不确定性，12月份美联储降息的可能性已经从几周前的80%以上降低到了50%。特朗普的政策可能会刺激经济，甚至引发通胀，这让市场和美联储都感到不确定。周一，股市的反弹势头有所减弱，投资者正在权衡美联储的政策前景。此前，市场普遍认为，美联储主席鲍威尔会在12月采取象征性降息，以安抚各方情绪。这一举措既能让市场对通胀风险安心，又不会彻底激怒特朗普阵营。","content":"<html><head></head><body><p style=\"text-align: start;\">由于当选总统唐纳德·特朗普的政策意图对经济的影响存在不确定性，12月份美联储降息的可能性已经从几周前的80%以上降低到了50%。特朗普的政策可能会刺激经济，甚至引发通胀，这让市场和美联储都感到不确定。</p><p style=\"text-align: start;\">嘉信理财的策略师们建议美联储在下个月的会议上先观望，不要急于降息。首席固定收益策略师凯西·琼斯表示，当前的不确定性非常高，因为很多事情都在变化，可能会朝不同的方向发展。她认为美联储有理由暂停行动，等待事态发展。</p><p style=\"text-align: start;\">琼斯还提到，她会关注美联储11月会议的纪要，以寻找政策制定者的意图。她的同事利兹·安·桑德斯也同意这一观点，她指出企业领导者需要对移民和关税等政策保持观望态度，因为这些都会影响他们的计划。</p><p style=\"text-align: start;\">特朗普提名的财政部长斯科特·贝森特在接受采访时表示，特朗普无意引发通胀，但市场通胀指标仍在上升。周一，股市的反弹势头有所减弱，投资者正在权衡美联储的政策前景。桑德斯表示，在政策如何影响通胀存在不确定性的情况下，美联储没有必要急于采取行动。</p><p><strong>美联储官员：12月降息是合理的</strong></p><p>当地时间11月25日，美联储明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）表示，<strong>在12月会议上再次降息是合理的</strong>。</p><p>卡什卡利指出，<strong>美国经济的韧性可能表明，中性利率比预期的高</strong>。如果这种韧性持续，可能表明这一变化是结构性的，而非暂时性的。</p><p>此外，卡什卡利还提到，一次性关税可能导致价格上涨，若遭遇外国报复，价格可能进一步上涨，这些因素在制定货币政策时需要考虑到。</p><p>近几个月，美联储降息了75个基点，并将在12月的会议上做出新的利率决策。虽然美国通胀逐渐接近美联储2%的目标，但进展有所放缓。卡什卡利表示，他对通胀下降有一定信心，并且劳动力市场依然强劲。</p><p>此前，市场普遍认为，美联储主席鲍威尔会在12月采取象征性降息，以安抚各方情绪。降息25个基点，看似温和，但信号意义却非同一般。<strong>这一举措既能让市场对通胀风险安心，又不会彻底激怒特朗普阵营。</strong>这种“两不得罪”的策略，既是鲍威尔的风格，也反映了美联储在政治夹缝中的微妙处境。</p><p>不过，降息能否真正缓解当前的债务和金融压力，仍有疑问。毕竟，美国经济的核心问题不是利率，而是长期积累的债务“灰犀牛”。降息25个基点，更像是一剂“安慰剂”，让市场暂时喘口气，却无法根治问题。</p><p>编译自 cnbc 《A December rate cut suddenly looks shaky as the market weighs Trump implications》</p><p><br/></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\" 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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市场正权衡特朗普政策的影响，12月降息突显不稳定 “情绪”\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\">2024-11-26 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">由于当选总统唐纳德·特朗普的政策意图对经济的影响存在不确定性，12月份美联储降息的可能性已经从几周前的80%以上降低到了50%。特朗普的政策可能会刺激经济，甚至引发通胀，这让市场和美联储都感到不确定。</p><p style=\"text-align: start;\">嘉信理财的策略师们建议美联储在下个月的会议上先观望，不要急于降息。首席固定收益策略师凯西·琼斯表示，当前的不确定性非常高，因为很多事情都在变化，可能会朝不同的方向发展。她认为美联储有理由暂停行动，等待事态发展。</p><p style=\"text-align: start;\">琼斯还提到，她会关注美联储11月会议的纪要，以寻找政策制定者的意图。她的同事利兹·安·桑德斯也同意这一观点，她指出企业领导者需要对移民和关税等政策保持观望态度，因为这些都会影响他们的计划。</p><p style=\"text-align: start;\">特朗普提名的财政部长斯科特·贝森特在接受采访时表示，特朗普无意引发通胀，但市场通胀指标仍在上升。周一，股市的反弹势头有所减弱，投资者正在权衡美联储的政策前景。桑德斯表示，在政策如何影响通胀存在不确定性的情况下，美联储没有必要急于采取行动。</p><p><strong>美联储官员：12月降息是合理的</strong></p><p>当地时间11月25日，美联储明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）表示，<strong>在12月会议上再次降息是合理的</strong>。</p><p>卡什卡利指出，<strong>美国经济的韧性可能表明，中性利率比预期的高</strong>。如果这种韧性持续，可能表明这一变化是结构性的，而非暂时性的。</p><p>此外，卡什卡利还提到，一次性关税可能导致价格上涨，若遭遇外国报复，价格可能进一步上涨，这些因素在制定货币政策时需要考虑到。</p><p>近几个月，美联储降息了75个基点，并将在12月的会议上做出新的利率决策。虽然美国通胀逐渐接近美联储2%的目标，但进展有所放缓。卡什卡利表示，他对通胀下降有一定信心，并且劳动力市场依然强劲。</p><p>此前，市场普遍认为，美联储主席鲍威尔会在12月采取象征性降息，以安抚各方情绪。降息25个基点，看似温和，但信号意义却非同一般。<strong>这一举措既能让市场对通胀风险安心，又不会彻底激怒特朗普阵营。</strong>这种“两不得罪”的策略，既是鲍威尔的风格，也反映了美联储在政治夹缝中的微妙处境。</p><p>不过，降息能否真正缓解当前的债务和金融压力，仍有疑问。毕竟，美国经济的核心问题不是利率，而是长期积累的债务“灰犀牛”。降息25个基点，更像是一剂“安慰剂”，让市场暂时喘口气，却无法根治问题。</p><p>编译自 cnbc 《A December rate cut suddenly looks shaky as the market weighs Trump implications》</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160760404","content_text":"由于当选总统唐纳德·特朗普的政策意图对经济的影响存在不确定性，12月份美联储降息的可能性已经从几周前的80%以上降低到了50%。特朗普的政策可能会刺激经济，甚至引发通胀，这让市场和美联储都感到不确定。嘉信理财的策略师们建议美联储在下个月的会议上先观望，不要急于降息。首席固定收益策略师凯西·琼斯表示，当前的不确定性非常高，因为很多事情都在变化，可能会朝不同的方向发展。她认为美联储有理由暂停行动，等待事态发展。琼斯还提到，她会关注美联储11月会议的纪要，以寻找政策制定者的意图。她的同事利兹·安·桑德斯也同意这一观点，她指出企业领导者需要对移民和关税等政策保持观望态度，因为这些都会影响他们的计划。特朗普提名的财政部长斯科特·贝森特在接受采访时表示，特朗普无意引发通胀，但市场通胀指标仍在上升。周一，股市的反弹势头有所减弱，投资者正在权衡美联储的政策前景。桑德斯表示，在政策如何影响通胀存在不确定性的情况下，美联储没有必要急于采取行动。美联储官员：12月降息是合理的当地时间11月25日，美联储明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）表示，在12月会议上再次降息是合理的。卡什卡利指出，美国经济的韧性可能表明，中性利率比预期的高。如果这种韧性持续，可能表明这一变化是结构性的，而非暂时性的。此外，卡什卡利还提到，一次性关税可能导致价格上涨，若遭遇外国报复，价格可能进一步上涨，这些因素在制定货币政策时需要考虑到。近几个月，美联储降息了75个基点，并将在12月的会议上做出新的利率决策。虽然美国通胀逐渐接近美联储2%的目标，但进展有所放缓。卡什卡利表示，他对通胀下降有一定信心，并且劳动力市场依然强劲。此前，市场普遍认为，美联储主席鲍威尔会在12月采取象征性降息，以安抚各方情绪。降息25个基点，看似温和，但信号意义却非同一般。这一举措既能让市场对通胀风险安心，又不会彻底激怒特朗普阵营。这种“两不得罪”的策略，既是鲍威尔的风格，也反映了美联储在政治夹缝中的微妙处境。不过，降息能否真正缓解当前的债务和金融压力，仍有疑问。毕竟，美国经济的核心问题不是利率，而是长期积累的债务“灰犀牛”。降息25个基点，更像是一剂“安慰剂”，让市场暂时喘口气，却无法根治问题。编译自 cnbc 《A December rate cut suddenly looks shaky as the market weighs Trump implications》","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374775084707896,"gmtCreate":1732525041928,"gmtModify":1732525044398,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"裁员20% 提高效率 割掉手机 芯片 操作系统等非主营的研发业务，相信会2026可以达到，如果什么都不做就喊着要达到不太现实","listText":"裁员20% 提高效率 割掉手机 芯片 操作系统等非主营的研发业务，相信会2026可以达到，如果什么都不做就喊着要达到不太现实","text":"裁员20% 提高效率 割掉手机 芯片 操作系统等非主营的研发业务，相信会2026可以达到，如果什么都不做就喊着要达到不太现实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374775084707896","repostId":"1151484036","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374823334269128,"gmtCreate":1732518210264,"gmtModify":1732518212308,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"机器人属于第几类？","listText":"机器人属于第几类？","text":"机器人属于第几类？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374823334269128","repostId":"2486072588","repostType":4,"repost":{"id":"2486072588","kind":"news","pubTimestamp":1732507394,"share":"https://www.laohu8.com/m/news/2486072588?lang=&edition=full","pubTime":"2024-11-25 12:03","market":"us","language":"zh","title":"英伟达不再是焦点了？AI交易已经变了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2486072588","media":"华尔街见闻","summary":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。","content":"<html><head></head><body><blockquote><p><strong>美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><p style=\"text-align: justify;\">当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.</p><p style=\"text-align: justify;\">美国银行在11月21日的报告中指出：</p><blockquote><p style=\"text-align: justify;\">AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38b1f29a4d33bb1f10f3e19907bb464\" tg-width=\"390\" tg-height=\"366\"/></p><p style=\"text-align: justify;\"><strong>美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：</strong></p><blockquote><p style=\"text-align: justify;\">不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。<strong>随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><h2 id=\"id_4155300116\">从知识工作者到体力劳动者，AI应用持续拓展</h2><p style=\"text-align: justify;\">具体来看，美银指出，AI应用持续蓬勃发展：</p><blockquote><p style=\"text-align: justify;\">新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。<strong>我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。</strong></p></blockquote><p style=\"text-align: justify;\">美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。</p><blockquote><p style=\"text-align: justify;\">AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。</p></blockquote><p style=\"text-align: justify;\">美银强调，机器人拓宽了AI应用范围：</p><blockquote><p style=\"text-align: justify;\">新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，<strong>尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。</strong>其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。</p></blockquote><p style=\"text-align: justify;\">对于劳动力市场影响方面，美银表示：</p><blockquote><p style=\"text-align: justify;\">AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。</p></blockquote><h2 id=\"id_1878684510\">投资者关注点转移到AI第二阶段</h2><p style=\"text-align: justify;\">美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：</p><blockquote><p style=\"text-align: justify;\">不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。<strong>随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。</strong>因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。</p></blockquote><p style=\"text-align: justify;\">美银列举了AI受益的三大发展阶段：</p><blockquote><p style=\"text-align: justify;\">第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。</p><p style=\"text-align: justify;\">第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。</p><p style=\"text-align: justify;\">第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360fda72962bf5ae8b25bc268a7ca139\" tg-width=\"539\" tg-height=\"504\"/></p><p><br/></p></body></html>","source":"wallstreetcn_hot_news","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>英伟达不再是焦点了？AI交易已经变了！</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英伟达不再是焦点了？AI交易已经变了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 12:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3735079><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3735079\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a90da05b9d39488005bdb9ca261d33","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","BK4543":"AI","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","SNVD.UK":"LS -1X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVDS.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","BK4141":"半导体产品","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC 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Acc"},"source_url":"https://wallstreetcn.com/articles/3735079","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486072588","content_text":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。从知识工作者到体力劳动者，AI应用持续拓展具体来看，美银指出，AI应用持续蓬勃发展：新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。美银强调，机器人拓宽了AI应用范围：新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。对于劳动力市场影响方面，美银表示：AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。投资者关注点转移到AI第二阶段美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。美银列举了AI受益的三大发展阶段：第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373422666793024,"gmtCreate":1732203628150,"gmtModify":1732203629514,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 啥情况？今天为啥大跌？","listText":"<a 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