水晶花期的个人主页 - 老虎社区

水晶花期

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IP属地：上海

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1主题

0勋章

05-19

$恒生指数主连 2405(HSImain)$ 凡非完全巿场化，充分竞争的市场，总有一种奇怪的力量。真正够得上巿场的，目前看来只有美国。

05-19

$SGX日经2406(NK2406)$ 5月16日，应为我之国耻日于老虎

04-05

$微型NQ100指数2406(MNQ2406)$

03-14

赛博赛车会教你成长

特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”

03-14

别忘了皮卡与赛车。FSD。这个说没有成长，非蠢即坏

富国银行将特斯拉评级下调至减持，称其已“失去增长势头”

03-08

$恒生科技指数主连 2403(HTImain)$

02-15

就来不单纯看眼前业绩

大摩：对特斯拉未来六个月股价表现，机构股东都很悲观

01-15

说说你对这篇新闻的看法...

开盘 | 美股三大指数小幅高开，银行股绩后涨跌不一

2023-07-17

$微型NQ100指数主连 2309(MNQmain)$

2020-11-20

节奏弄错，也会很惨。所以纪律还是纪律

2020-10-15

$微型NQ100指数主连(MNQmain)$ ，

去老虎APP查看更多动态

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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\">2024-03-14 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间13日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从225美元下调至165美元，维持中性评级。此前<a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Colin Langan称特斯拉为“没有成长的成长型公司”，并将其评级下调至卖出，目标价从200美元调至125美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。</p><p>特斯拉周三收跌4.5%，报169.48美元，今年累跌近32%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5577c35f702fe57858b7bd6ad0c5c96f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","BK4550":"红杉资本持仓","BK4574":"无人驾驶","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165425451","content_text":"美东时间13日，瑞银将特斯拉目标价从225美元下调至165美元，维持中性评级。此前富国银行分析师Colin Langan称特斯拉为“没有成长的成长型公司”，并将其评级下调至卖出，目标价从200美元调至125美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。特斯拉周三收跌4.5%，报169.48美元，今年累跌近32%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526420142608613","authorId":"3526420142608613","name":"隔壁王中王","avatar":"https://static.tigerbbs.com/088ebbafad82553c34447300849ae0b1","crmLevel":5,"crmLevelSwitch":0,"idStr":"3526420142608613","authorIdStr":"3526420142608613"},"content":"短期没用，产能完全跟不上","text":"短期没用，产能完全跟不上","html":"短期没用，产能完全跟不上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284072687739096,"gmtCreate":1710370115881,"gmtModify":1710380309846,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"themes":[],"htmlText":"别忘了皮卡与赛车。FSD。这个说没有成长，非蠢即坏","listText":"别忘了皮卡与赛车。FSD。这个说没有成长，非蠢即坏","text":"别忘了皮卡与赛车。FSD。这个说没有成长，非蠢即坏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284072687739096","repostId":"1197093760","repostType":2,"repost":{"id":"1197093760","pubTimestamp":1710335490,"share":"https://www.laohu8.com/m/news/1197093760?lang=&edition=full","pubTime":"2024-03-13 21:11","market":"us","language":"zh","title":"富国银行将特斯拉评级下调至减持，称其已“失去增长势头”","url":"https://stock-news.laohu8.com/highlight/detail?id=1197093760","media":"英为财情","summary":"特斯拉目前的表现“已不那么耀眼”。","content":"<html><head></head><body><p>富国银行将特斯拉的评级从观望下调至减持，分析师称特斯拉现已成为“一家失去增长势头的成长型公司”。</p><p style=\"text-align: left;\">此外，分析师们还将特斯拉的目标股价下调了75美元，至125美元。按照周二的收市价177.54美元来计算，这意味着特斯拉股价面临近30%的下行风险。</p><p style=\"text-align: left;\">富国银行在报告中指出，特斯拉目前的表现“已不那么耀眼”。今年以来，特斯拉股价已累计下跌28.5%，而同期标准普尔500指数则上涨了8.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70451b0bdd213b12d5232552dcc55ed7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">此次评级下调的原因在于，分析师们“认为降价的影响正在逐渐减弱，同时销量也面临下行风险”。报告写道：“我们预计2024年的销量将持平，而2025年则可能下降。降价带来的后果包括租赁残值减少、客户不满以及可能丧失的奢侈品牌溢价。”</p><p style=\"text-align: left;\">报告还指出：“我们看到了令人失望的交付情况和进一步降价带来的不利因素，这些因素可能导致每股收益遭下调。”富国银行对特斯拉2024年和2025年的盈利预期分别比市场普遍预期低32%和52%，这种情况在大公司中非常罕见的。</p><p style=\"text-align: left;\">此外，尽管特斯拉在电动汽车和电池技术方面处于领先地位，但与美国七巨头中的其他公司相比，特斯阿里市盈率达58倍，而其他公司均值为31倍。不过，市场对特斯拉未来3年每股收益的预期与美国七巨头的平均水平大致相同（19%vs23%）。</p><p style=\"text-align: left;\">分析师们还讨论了特斯拉的下一个主要产品——预计将于2025年下半年上市的下一代紧凑型SUV Model 2。他们表示：“作为一款面向大众市场的紧凑型汽车，Model 2在经济性方面可能会面临挑战。”</p></body></html>","source":"ywcq","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>富国银行将特斯拉评级下调至减持，称其已“失去增长势头”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富国银行将特斯拉评级下调至减持，称其已“失去增长势头”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2322107><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富国银行将特斯拉的评级从观望下调至减持，分析师称特斯拉现已成为“一家失去增长势头的成长型公司”。此外，分析师们还将特斯拉的目标股价下调了75美元，至125美元。按照周二的收市价177.54美元来计算，这意味着特斯拉股价面临近30%的下行风险。富国银行在报告中指出，特斯拉目前的表现“已不那么耀眼”。今年以来，特斯拉股价已累计下跌28.5%，而同期标准普尔500指数则上涨了8.5%。此次评级下调的原因...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2322107\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2322107","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197093760","content_text":"富国银行将特斯拉的评级从观望下调至减持，分析师称特斯拉现已成为“一家失去增长势头的成长型公司”。此外，分析师们还将特斯拉的目标股价下调了75美元，至125美元。按照周二的收市价177.54美元来计算，这意味着特斯拉股价面临近30%的下行风险。富国银行在报告中指出，特斯拉目前的表现“已不那么耀眼”。今年以来，特斯拉股价已累计下跌28.5%，而同期标准普尔500指数则上涨了8.5%。此次评级下调的原因在于，分析师们“认为降价的影响正在逐渐减弱，同时销量也面临下行风险”。报告写道：“我们预计2024年的销量将持平，而2025年则可能下降。降价带来的后果包括租赁残值减少、客户不满以及可能丧失的奢侈品牌溢价。”报告还指出：“我们看到了令人失望的交付情况和进一步降价带来的不利因素，这些因素可能导致每股收益遭下调。”富国银行对特斯拉2024年和2025年的盈利预期分别比市场普遍预期低32%和52%，这种情况在大公司中非常罕见的。此外，尽管特斯拉在电动汽车和电池技术方面处于领先地位，但与美国七巨头中的其他公司相比，特斯阿里市盈率达58倍，而其他公司均值为31倍。不过，市场对特斯拉未来3年每股收益的预期与美国七巨头的平均水平大致相同（19%vs23%）。分析师们还讨论了特斯拉的下一个主要产品——预计将于2025年下半年上市的下一代紧凑型SUV Model 2。他们表示：“作为一款面向大众市场的紧凑型汽车，Model 2在经济性方面可能会面临挑战。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281970873811152,"gmtCreate":1709869055064,"gmtModify":1709869055861,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2403(HTImain)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2403(HTImain)$</a>&nbsp;","text":"$恒生科技指数主连 2403(HTImain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281970873811152","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274282193150048,"gmtCreate":1708001255711,"gmtModify":1708001260878,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"themes":[],"htmlText":"就来不单纯看眼前业绩","listText":"就来不单纯看眼前业绩","text":"就来不单纯看眼前业绩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274282193150048","repostId":"2411569950","repostType":2,"repost":{"id":"2411569950","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 13:18","market":"us","language":"zh","title":"大摩：对特斯拉未来六个月股价表现，机构股东都很悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2411569950","media":"华尔街见闻","summary":"被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。\n","content":"<html><head></head><body><blockquote><p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来表现尽显悲观。</p></blockquote><p>今年迄今为止<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对特斯拉机构投资者进行的非正式调查发现，<strong>许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。</strong></p><p>“特斯拉铁粉”、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>汽车首席分析师Adam Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>大摩：对特斯拉未来六个月股价表现，机构股东都很悲观</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; 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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大摩：对特斯拉未来六个月股价表现，机构股东都很悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 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Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4581":"高盛持仓","BK4504":"桥水持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4548":"巴美列捷福持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2063271972.USD":"富兰克林创新领域基金","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4592":"伊斯兰概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3708381","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411569950","content_text":"摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263347683975288,"gmtCreate":1705327869206,"gmtModify":1705328321987,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263347683975288","repostId":"1114476806","repostType":2,"repost":{"id":"1114476806","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":1705069830,"share":"https://www.laohu8.com/m/news/1114476806?lang=&edition=full","pubTime":"2024-01-12 22:30","market":"us","language":"zh","title":"开盘 | 美股三大指数小幅高开，银行股绩后涨跌不一","url":"https://stock-news.laohu8.com/highlight/detail?id=1114476806","media":"老虎资讯综合","summary":"1月12日，美股小幅高开，道指涨0.04%，纳指涨0.23%，标普500指数涨0.26%。多个大行在公布去年四季度业绩后涨跌不一，摩根大通涨2.2%，花旗集团涨0.6%，美国银行跌2.38%，富国银行跌2.12%。黄金股普涨，科尔黛伦矿业、哈莫尼黄金涨逾5%，AngloGold涨超4%，赫克拉矿业涨近4%。特斯拉跌逾3%，柏林工厂将暂停两周大部分的生产活动，因红海危机导致供应短缺。","content":"<html><head></head><body><p>1月12日，美股小幅高开，标普500指数开盘上涨15.50点，涨幅0.32%，报4795.74点；纳斯达克综合指数开盘上涨39.62点，涨幅0.26%，报15009.81点；道琼斯指数开盘上涨99.64点，涨幅0.26%，报37810.66点。</p><p>多个大行在公布去年四季度业绩后涨跌不一，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>涨2.2%，花旗集团涨0.6%，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>跌2.38%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>跌2.12%。</p><p>黄金股普涨，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨逾5%，<a href=\"https://laohu8.com/S/AU\">AngloGold</a>涨超4%，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>涨近4%。</p><p>航空股表现疲软，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/AAL\">美国航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超4%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌逾3%，柏林工厂将暂停两周大部分的生产活动，因红海危机导致供应短缺。</p><p><a href=\"https://laohu8.com/S/ZIM\">以星航运</a>开盘涨9%，红海局势进一步升级，多家油轮在红海转向。</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>开盘 | 美股三大指数小幅高开，银行股绩后涨跌不一</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开盘 | 美股三大指数小幅高开，银行股绩后涨跌不一\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\">2024-01-12 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月12日，美股小幅高开，标普500指数开盘上涨15.50点，涨幅0.32%，报4795.74点；纳斯达克综合指数开盘上涨39.62点，涨幅0.26%，报15009.81点；道琼斯指数开盘上涨99.64点，涨幅0.26%，报37810.66点。</p><p>多个大行在公布去年四季度业绩后涨跌不一，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>涨2.2%，花旗集团涨0.6%，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>跌2.38%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>跌2.12%。</p><p>黄金股普涨，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨逾5%，<a href=\"https://laohu8.com/S/AU\">AngloGold</a>涨超4%，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>涨近4%。</p><p>航空股表现疲软，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/AAL\">美国航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超4%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌逾3%，柏林工厂将暂停两周大部分的生产活动，因红海危机导致供应短缺。</p><p><a href=\"https://laohu8.com/S/ZIM\">以星航运</a>开盘涨9%，红海局势进一步升级，多家油轮在红海转向。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","WFC":"富国银行","DAL":"达美航空","AAL":"美国航空","ZIM":"以星航运","BK4501":"段永平概念","CDE":"科尔黛伦矿业","HMY.AU":"HARMONEY CORP LTD","BK4500":"航空公司",".DJI":"道琼斯","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","JPM":"摩根大通",".IXIC":"NASDAQ Composite","ZIM.AU":"ZIMPLATS HOLDINGS LTD","BK4207":"综合性银行","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC",".SPX":"S&P 500 Index","LU2063271972.USD":"富兰克林创新领域基金","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","DAL.AU":"DALAROO METALS LTD","UAL":"联合大陆航空","BK4099":"汽车制造商","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","HMY":"哈莫尼黄金","AU":"AngloGold Ashanti Ltd 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href=\"https://laohu8.com/FUT/MNQmain\">$微型NQ100指数主连 2309(MNQmain)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/FUT/MNQmain\">$微型NQ100指数主连 2309(MNQmain)$&nbsp;</a>","text":"$微型NQ100指数主连 2309(MNQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198869682671688","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390404071,"gmtCreate":1605830890693,"gmtModify":1703839951734,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"themes":[],"htmlText":"节奏弄错，也会很惨。所以纪律还是纪律","listText":"节奏弄错，也会很惨。所以纪律还是纪律","text":"节奏弄错，也会很惨。所以纪律还是纪律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390404071","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}