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大牛爱小米

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大牛爱小米

2021-01-26

$安硕恒生科技(03067)$摩根大通: 预料快手上市后最快十个交易日后有望纳入恒生科技

大牛爱小米

2021-01-12

$Sea Ltd(SE)$看好 se 接下来的 fintech 成长。除了拿下新加坡的数码银行执照，接下来也有望拿下印尼

大牛爱小米

2021-02-11

$英伟达(NVDA)$今晚破600.給大家發新春紅包

大牛爱小米

2021-02-19

$Unity Software Inc.(U)$每天被你欺骗感情，盘前骗炮！我最深爱的人伤我却是最深。。。

大牛爱小米

2021-01-23

$Square, Inc(SQ)$继续果断加仓! 当比特币反弹，就是 Square 吹起反攻号角之时。

大牛爱小米

2021-06-26

$Sea Ltd(SE)$即将在马来西亚吉隆坡推出食物外送的服务- shopeefood。前途无可限量！

大牛爱小米

2021-02-06

$CrowdStrike Holdings, Inc.(CRWD)$Saul 大神的重倉股。跟著他準沒錯！[财迷]

大牛爱小米

2021-02-03

$安硕恒生科技(03067)$定期定额无脑买入。

大牛爱小米

2021-02-08

$英伟达(NVDA)$加油! 该你雄起的时候啦！

大牛爱小米

2021-01-21

$安硕恒生科技(03067)$长期看好恒生科技 etf. 未来还有更多中概股来港二次上市，比如百度，拼多多，B站等等。

大牛爱小米

2021-01-20

$Global X Lithium ETF(LIT)$未来几年井喷式爆发！电车+ 清洁能源储能+ 5G 基站后备电源电池

大牛爱小米

2021-06-27

相信特斯拉！

抱歉，原内容已删除

大牛爱小米

2021-06-26

加油啦。雷总

抱歉，原内容已删除

大牛爱小米

2021-02-12

等了半年，終於等到英偉達除夕夜破600啦。[财迷] [财迷]

抱歉，原内容已删除

大牛爱小米

2021-01-23

$PureFunds ISE Mobile Payments ETF(IPAY)$只有我一个人在这里吗[流泪]

大牛爱小米

2021-02-06

$Sea Ltd(SE)$东南亚小腾讯的称号不是盖的！[666] 。抢完东南亚市场，现在开始抢南美市场

大牛爱小米

2021-01-26

有特斯拉我就无脑点赞

聚光灯投向"拜登牛市"，这三只股或将"熠熠生辉"？

大牛爱小米

2021-01-25

$安硕恒生科技(03067)$中国互联网巨头都在这里。强者恒强！

大牛爱小米

2021-12-20

馬斯克讚！

丰田、大众不敌特斯拉和自主品牌？未来到元宇宙决战！

大牛爱小米

2021-06-29

相信老黃！

抱歉，原内容已删除

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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127297761","repostId":"1153706160","repostType":4,"repost":{"id":"1153706160","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799047,"share":"https://www.laohu8.com/m/news/1153706160?lang=&edition=full","pubTime":"2021-06-27 21:04","market":"us","language":"zh","title":"美股存在泡沫吗？达利欧和巴菲特这样说","url":"https://stock-news.laohu8.com/highlight/detail?id=1153706160","media":"华尔街见闻","summary":"标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。考虑利率因素，整个市场或未被明显高估。\n\n过去一年，全球疫情和经济动荡难挡美股节节攀升，IPO和特殊","content":"<blockquote>\n 标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。考虑利率因素，整个市场或未被明显高估。\n</blockquote>\n<p>过去一年，全球疫情和经济动荡难挡美股节节攀升，IPO和特殊目的收购（SPACs）也数量激增，大量资金被砸向高度不确定的领域，整个市场似乎沉浸于泡沫的狂欢。</p>\n<p>但桥水基金创始人达利欧和股神巴菲特双双表示：美股目前并不存在太多泡沫。</p>\n<p>本周的RobinHood大会上，达利欧基于其过去几年对股市泡沫和经济周期的研究表示，<b>尽管确实看到市场某些部分出现了类似泡沫的迹象，但总体而言，市场并不存在泡沫，至少与上世纪90年代末和2007年相比不存在泡沫。</b></p>\n<p>据其估计，<b>标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。</b>达利欧称，“有很多股票没有泡沫”，投资者必须自己判断哪些股票处于泡沫之中，哪些还没有。</p>\n<p>巴菲特在今年的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦年度股东大会上也表达了类似的观点。在回答有关<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等股票“疯狂高估值”的问题时他表示:</p>\n<blockquote>\n 我不觉得苹果估值疯狂，估值需要和利率做比较。周四美国财政部的四周短期美债拍卖有400亿美元规模，但得标利率为0。现在美国债券没什么收益了，我们在接近零的利率环境，如果长期来看利率是这样的话，那么股票价格就显得低。找不到什么债券能有苹果和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这种公司的盈利水平。\n</blockquote>\n<p>达利欧和巴菲特暗示市场某些部分估值过高，但如果考虑利率因素，都认为整个市场并未被明显高估。海外投资评论人Rupert Hargreaves称，由于美联储对公司高负债如此宽容，投资者普遍开始将债务视为公司资产的一部分，这也有助于推高估值。</p>\n<p>与此同时，<b>与零左右的利率相比，许多公司资本回报率高达两位数，</b>盈利方面极具吸引力。</p>\n<p>Hargreaves表示，由此能得出结论，在目前的市场水平下，投资者仍可以找到有吸引力的投资机会。随着经济开放，标普500指数可能会继续看到正回报。</p>","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>美股存在泡沫吗？达利欧和巴菲特这样说</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美股存在泡沫吗？达利欧和巴菲特这样说\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-27 21:04 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。考虑利率因素，整个市场或未被明显高估。\n\n过去一年，全球疫情和经济动荡难挡美股节节攀升，IPO和特殊目的收购（SPACs）也数量激增，大量资金被砸向高度不确定的领域，整个市场似乎沉浸于泡沫的狂欢。\n但桥水基金创始人达利欧和股神巴菲特双双表示：美股目前并不存在太多泡沫。\n本周的RobinHood大会上...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153706160","content_text":"标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。考虑利率因素，整个市场或未被明显高估。\n\n过去一年，全球疫情和经济动荡难挡美股节节攀升，IPO和特殊目的收购（SPACs）也数量激增，大量资金被砸向高度不确定的领域，整个市场似乎沉浸于泡沫的狂欢。\n但桥水基金创始人达利欧和股神巴菲特双双表示：美股目前并不存在太多泡沫。\n本周的RobinHood大会上，达利欧基于其过去几年对股市泡沫和经济周期的研究表示，尽管确实看到市场某些部分出现了类似泡沫的迹象，但总体而言，市场并不存在泡沫，至少与上世纪90年代末和2007年相比不存在泡沫。\n据其估计，标普500指数中目前有约5%的股票处于泡沫之中，这低于1929年、2000年和2007年的泡沫水平。达利欧称，“有很多股票没有泡沫”，投资者必须自己判断哪些股票处于泡沫之中，哪些还没有。\n巴菲特在今年的伯克希尔哈撒韦年度股东大会上也表达了类似的观点。在回答有关苹果等股票“疯狂高估值”的问题时他表示:\n\n 我不觉得苹果估值疯狂，估值需要和利率做比较。周四美国财政部的四周短期美债拍卖有400亿美元规模，但得标利率为0。现在美国债券没什么收益了，我们在接近零的利率环境，如果长期来看利率是这样的话，那么股票价格就显得低。找不到什么债券能有苹果和谷歌这种公司的盈利水平。\n\n达利欧和巴菲特暗示市场某些部分估值过高，但如果考虑利率因素，都认为整个市场并未被明显高估。海外投资评论人Rupert Hargreaves称，由于美联储对公司高负债如此宽容，投资者普遍开始将债务视为公司资产的一部分，这也有助于推高估值。\n与此同时，与零左右的利率相比，许多公司资本回报率高达两位数，盈利方面极具吸引力。\nHargreaves表示，由此能得出结论，在目前的市场水平下，投资者仍可以找到有吸引力的投资机会。随着经济开放，标普500指数可能会继续看到正回报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124534964,"gmtCreate":1624771540958,"gmtModify":1631889832934,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>AI 赛道的王者！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>AI 赛道的王者！","text":"$英伟达(NVDA)$AI 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shopeefood。前途无可限量！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125776639","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125779425,"gmtCreate":1624700314467,"gmtModify":1631889832951,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125779425","repostId":"1123878572","repostType":4,"repost":{"id":"1123878572","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":1624682244,"share":"https://www.laohu8.com/m/news/1123878572?lang=&edition=full","pubTime":"2021-06-26 12:37","market":"us","language":"zh","title":"特斯拉回应召回：用户无需到店即可通过汽车远程升级完成","url":"https://stock-news.laohu8.com/highlight/detail?id=1123878572","media":"老虎资讯综合","summary":"针对召回事项，特斯拉方面6月26日表示，本次召回范围内的车辆（Model 3/Model Y），由于主动巡航控制功能可能被驾驶员误激活，在极端情况下存在安全隐患，特斯拉主动向国家市场监督管理总局备案了","content":"<p>针对召回事项，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>方面6月26日表示，本次召回范围内的车辆（Model 3/Model Y），由于主动巡航控制功能可能被驾驶员误激活，在极端情况下存在安全隐患，特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店即可通过汽车远程升级（OTA）完成。特斯拉表示，对于此次召回事件给各位车主带来的不便深表歉意。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉回应召回：用户无需到店即可通过汽车远程升级完成</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉回应召回：用户无需到店即可通过汽车远程升级完成\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\">2021-06-26 12:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>针对召回事项，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>方面6月26日表示，本次召回范围内的车辆（Model 3/Model Y），由于主动巡航控制功能可能被驾驶员误激活，在极端情况下存在安全隐患，特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店即可通过汽车远程升级（OTA）完成。特斯拉表示，对于此次召回事件给各位车主带来的不便深表歉意。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123878572","content_text":"针对召回事项，特斯拉方面6月26日表示，本次召回范围内的车辆（Model 3/Model Y），由于主动巡航控制功能可能被驾驶员误激活，在极端情况下存在安全隐患，特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店即可通过汽车远程升级（OTA）完成。特斯拉表示，对于此次召回事件给各位车主带来的不便深表歉意。","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362490948,"gmtCreate":1614654438384,"gmtModify":1703479412568,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你是在一刀一刀凌遲我們韭菜嗎[流泪]&nbsp;","listText":"你是在一刀一刀凌遲我們韭菜嗎[流泪]&nbsp;","text":"你是在一刀一刀凌遲我們韭菜嗎[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362490948","repostId":"1135275888","repostType":4,"repost":{"id":"1135275888","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":1614653442,"share":"https://www.laohu8.com/m/news/1135275888?lang=&edition=full","pubTime":"2021-03-02 10:50","market":"hk","language":"zh","title":"陈茂波：不排除进一步增加印花税的可能","url":"https://stock-news.laohu8.com/highlight/detail?id=1135275888","media":"老虎资讯综合","summary":"3月2日，香港财政司司长陈茂波：香港股票交易税对于高频交易者只是的成本的一小部分；现阶段没有实施红利税及交易税的计划；不排除进一步增加印花税的可能，增加印花税不会影响到香港股市的竞争力。\n\n此外，陈茂波还表示，正在研究特殊目的收购公司(SPAC)制度。\n\n截止发稿，恒指跌幅进一步扩大至百点以上。","content":"<p>3月2日，香港财政司司长陈茂波：香港股票交易税对于高频交易者只是的成本的一小部分；现阶段没有实施红利税及交易税的计划；不排除进一步增加印花税的可能，增加印花税不会影响到香港股市的竞争力。</p><p>此外，陈茂波还表示，正在研究特殊目的收购公司(SPAC)制度。</p><p>截止发稿，恒指跌幅进一步扩大至百点以上。</p><p><img src=\"https://static.tigerbbs.com/b0962ae94c25b613675534348d5488b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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\" 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10:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月2日，香港财政司司长陈茂波：香港股票交易税对于高频交易者只是的成本的一小部分；现阶段没有实施红利税及交易税的计划；不排除进一步增加印花税的可能，增加印花税不会影响到香港股市的竞争力。</p><p>此外，陈茂波还表示，正在研究特殊目的收购公司(SPAC)制度。</p><p>截止发稿，恒指跌幅进一步扩大至百点以上。</p><p><img src=\"https://static.tigerbbs.com/b0962ae94c25b613675534348d5488b4\" tg-width=\"840\" tg-height=\"470\" 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。抢完东南亚市场，现在开始抢南美市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380444271","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313304675,"gmtCreate":1611662649297,"gmtModify":1703752050380,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有特斯拉我就无脑点赞","listText":"有特斯拉我就无脑点赞","text":"有特斯拉我就无脑点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313304675","repostId":"1165955632","repostType":4,"repost":{"id":"1165955632","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1611657385,"share":"https://www.laohu8.com/m/news/1165955632?lang=&edition=full","pubTime":"2021-01-26 18:36","market":"us","language":"zh","title":"聚光灯投向\"拜登牛市\"，这三只股或将\"熠熠生辉\"？","url":"https://stock-news.laohu8.com/highlight/detail?id=1165955632","media":"美股研究社","summary":"新的总统政府带来了变化，也为投资者带来了新的机会。\n美国总统拜登制定了计划，让美国人更能负担得起住房，应对气候变化，并将美国定位为电动汽车生产的领导者。\n以下是你如何从即将到来的牛市中获利的方法，这些","content":"<p>新的总统政府带来了变化，也为投资者带来了新的机会。</p>\n<p>美国总统拜登制定了计划，让美国人更能负担得起住房，应对气候变化，并将美国定位为电动汽车生产的领导者。</p>\n<p>以下是你如何从即将到来的牛市中获利的方法，这些即将繁荣的投资领域包括三种你可能会考虑购买的股票。</p>\n<p><b>1. Redfin</b></p>\n<p>拜登的住房计划要求为首次购房者提供高达1.5万美元的新税收抵免。拜登的计划有助于抵消购房成本，从而可能引发楼市繁荣，尤其是在疫情消退后经济复苏之际。</p>\n<p>Redfin是投资者从新房销售激增中获利的一个极好的方式。这家以科技为动力的房地产服务公司在美国800亿美元的经纪市场中所占的份额正在迅速增长，这要归功于它经常为房屋卖家提供的大量节省。</p>\n<p>通过向经纪人支付工资而不是佣金，Redfin可以以低至1%的价格出售房屋。与典型的2.5%-3%的代理佣金相比，Redfin可以为卖房者在一套25万美元的房子上节省至多5,000美元。</p>\n<p>加上其快速增长的抵押贷款、title和iBuying业务，Redfin迅速扩张的经纪业务为投资者提供了许多取胜的途径。</p>\n<p><b>2. Brookfield Renewable</b></p>\n<p>拜登认为，气候变化是\"人类面临的头号问题\"。他希望美国更多地利用可再生资源生产能源，到2050年实现净零排放。为了实现这一目标，他愿意在清洁能源项目上投资2万亿美元。</p>\n<p>拜登的气候计划将对Brookfield Renewable是一个福音。Brookfield拥有一系列可再生能源投资项目，包括水电、风能和<a href=\"https://laohu8.com/S/000591\">太阳能</a>项目。</p>\n<p>Brookfield Renewable通过不断增加的现金股息，将这些项目产生的利润转嫁给投资者。拜登的计划可能会为绿色能源项目创造更多的投资机会，Brookfield Renewable可再生能源公司将在未来几年给投资者带来更大的现金回报。</p>\n<p><b>3.<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b></p>\n<p>除了清洁能源，拜登还希望美国成为电动汽车领域的全球领导者。他的汽车工业计划要求政府鼓励联邦、州和地方车队购买电动汽车。拜登还希望在全国各地安装50万个充电站。</p>\n<p>拜登的计划可能会加速特斯拉的增长。特斯拉的销量已经在快速增长，而拜登打算增加美国对清洁汽车的需求，这可能会在未来10年为特斯拉带来更大的利润。</p>\n<p>Wedbush分析师丹尼尔·艾夫斯预测，由于拜登政府的支持，到2025年，电动汽车将占全球汽车销量的10%，高于目前的3%。反过来，他认为，到2030年，特斯拉的电动汽车年产量将从2020年的不到50万辆上升到500万辆。</p>\n<p>如果艾夫斯是对的，特斯拉的汽车销量可能会在未来10年增长10倍，同时为投资者创造财富。</p>","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>聚光灯投向\"拜登牛市\"，这三只股或将\"熠熠生辉\"？</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聚光灯投向\"拜登牛市\"，这三只股或将\"熠熠生辉\"？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-01-26 18:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>新的总统政府带来了变化，也为投资者带来了新的机会。</p>\n<p>美国总统拜登制定了计划，让美国人更能负担得起住房，应对气候变化，并将美国定位为电动汽车生产的领导者。</p>\n<p>以下是你如何从即将到来的牛市中获利的方法，这些即将繁荣的投资领域包括三种你可能会考虑购买的股票。</p>\n<p><b>1. Redfin</b></p>\n<p>拜登的住房计划要求为首次购房者提供高达1.5万美元的新税收抵免。拜登的计划有助于抵消购房成本，从而可能引发楼市繁荣，尤其是在疫情消退后经济复苏之际。</p>\n<p>Redfin是投资者从新房销售激增中获利的一个极好的方式。这家以科技为动力的房地产服务公司在美国800亿美元的经纪市场中所占的份额正在迅速增长，这要归功于它经常为房屋卖家提供的大量节省。</p>\n<p>通过向经纪人支付工资而不是佣金，Redfin可以以低至1%的价格出售房屋。与典型的2.5%-3%的代理佣金相比，Redfin可以为卖房者在一套25万美元的房子上节省至多5,000美元。</p>\n<p>加上其快速增长的抵押贷款、title和iBuying业务，Redfin迅速扩张的经纪业务为投资者提供了许多取胜的途径。</p>\n<p><b>2. Brookfield Renewable</b></p>\n<p>拜登认为，气候变化是\"人类面临的头号问题\"。他希望美国更多地利用可再生资源生产能源，到2050年实现净零排放。为了实现这一目标，他愿意在清洁能源项目上投资2万亿美元。</p>\n<p>拜登的气候计划将对Brookfield Renewable是一个福音。Brookfield拥有一系列可再生能源投资项目，包括水电、风能和<a href=\"https://laohu8.com/S/000591\">太阳能</a>项目。</p>\n<p>Brookfield Renewable通过不断增加的现金股息，将这些项目产生的利润转嫁给投资者。拜登的计划可能会为绿色能源项目创造更多的投资机会，Brookfield Renewable可再生能源公司将在未来几年给投资者带来更大的现金回报。</p>\n<p><b>3.<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b></p>\n<p>除了清洁能源，拜登还希望美国成为电动汽车领域的全球领导者。他的汽车工业计划要求政府鼓励联邦、州和地方车队购买电动汽车。拜登还希望在全国各地安装50万个充电站。</p>\n<p>拜登的计划可能会加速特斯拉的增长。特斯拉的销量已经在快速增长，而拜登打算增加美国对清洁汽车的需求，这可能会在未来10年为特斯拉带来更大的利润。</p>\n<p>Wedbush分析师丹尼尔·艾夫斯预测，由于拜登政府的支持，到2025年，电动汽车将占全球汽车销量的10%，高于目前的3%。反过来，他认为，到2030年，特斯拉的电动汽车年产量将从2020年的不到50万辆上升到500万辆。</p>\n<p>如果艾夫斯是对的，特斯拉的汽车销量可能会在未来10年增长10倍，同时为投资者创造财富。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TSLA":"特斯拉","BEP":"Brookfield Renewable Partners LP","RDFN":"Redfin Corp"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165955632","content_text":"新的总统政府带来了变化，也为投资者带来了新的机会。\n美国总统拜登制定了计划，让美国人更能负担得起住房，应对气候变化，并将美国定位为电动汽车生产的领导者。\n以下是你如何从即将到来的牛市中获利的方法，这些即将繁荣的投资领域包括三种你可能会考虑购买的股票。\n1. Redfin\n拜登的住房计划要求为首次购房者提供高达1.5万美元的新税收抵免。拜登的计划有助于抵消购房成本，从而可能引发楼市繁荣，尤其是在疫情消退后经济复苏之际。\nRedfin是投资者从新房销售激增中获利的一个极好的方式。这家以科技为动力的房地产服务公司在美国800亿美元的经纪市场中所占的份额正在迅速增长，这要归功于它经常为房屋卖家提供的大量节省。\n通过向经纪人支付工资而不是佣金，Redfin可以以低至1%的价格出售房屋。与典型的2.5%-3%的代理佣金相比，Redfin可以为卖房者在一套25万美元的房子上节省至多5,000美元。\n加上其快速增长的抵押贷款、title和iBuying业务，Redfin迅速扩张的经纪业务为投资者提供了许多取胜的途径。\n2. Brookfield Renewable\n拜登认为，气候变化是\"人类面临的头号问题\"。他希望美国更多地利用可再生资源生产能源，到2050年实现净零排放。为了实现这一目标，他愿意在清洁能源项目上投资2万亿美元。\n拜登的气候计划将对Brookfield Renewable是一个福音。Brookfield拥有一系列可再生能源投资项目，包括水电、风能和太阳能项目。\nBrookfield Renewable通过不断增加的现金股息，将这些项目产生的利润转嫁给投资者。拜登的计划可能会为绿色能源项目创造更多的投资机会，Brookfield Renewable可再生能源公司将在未来几年给投资者带来更大的现金回报。\n3.特斯拉\n除了清洁能源，拜登还希望美国成为电动汽车领域的全球领导者。他的汽车工业计划要求政府鼓励联邦、州和地方车队购买电动汽车。拜登还希望在全国各地安装50万个充电站。\n拜登的计划可能会加速特斯拉的增长。特斯拉的销量已经在快速增长，而拜登打算增加美国对清洁汽车的需求，这可能会在未来10年为特斯拉带来更大的利润。\nWedbush分析师丹尼尔·艾夫斯预测，由于拜登政府的支持，到2025年，电动汽车将占全球汽车销量的10%，高于目前的3%。反过来，他认为，到2030年，特斯拉的电动汽车年产量将从2020年的不到50万辆上升到500万辆。\n如果艾夫斯是对的，特斯拉的汽车销量可能会在未来10年增长10倍，同时为投资者创造财富。","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319619104,"gmtCreate":1611576759108,"gmtModify":1703751099671,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03067\">$安硕恒生科技(03067)$</a>中国互联网巨头都在这里。强者恒强！","listText":"<a href=\"https://laohu8.com/S/03067\">$安硕恒生科技(03067)$</a>中国互联网巨头都在这里。强者恒强！","text":"$安硕恒生科技(03067)$中国互联网巨头都在这里。强者恒强！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319619104","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693166863,"gmtCreate":1639987682374,"gmtModify":1639987682558,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"馬斯克讚！","listText":"馬斯克讚！","text":"馬斯克讚！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693166863","repostId":"1120007487","repostType":4,"repost":{"id":"1120007487","pubTimestamp":1639983143,"share":"https://www.laohu8.com/m/news/1120007487?lang=&edition=full","pubTime":"2021-12-20 14:52","market":"hk","language":"zh","title":"丰田、大众不敌特斯拉和自主品牌？未来到元宇宙决战！","url":"https://stock-news.laohu8.com/highlight/detail?id=1120007487","media":"第一财经","summary":"中国新能源汽车爆发性增长，正促使全球汽车产业嬗变。","content":"<div>\n<p>作者：李溯婉\n中国新能源汽车爆发性增长，正促使全球汽车产业嬗变。\n原福特中国COO朱江日前跳槽到百度旗下集度汽车，这位曾供职多家汽车品牌的“市场操刀手”，现在成为集度汽车副总裁，主要负责集度汽车营销、渠道、售后等市场体系从0到1的搭建。“主要与性格有关，我是双子座，喜欢新鲜的事物，喜欢挑战从0到1、从无到有的感觉。”朱江近日接受第一财经记者采访时谈到他跳槽的主要原因。\n朱江称，造车新势力与传统车企...</p>\n\n<a href=\"https://www.yicai.com/news/101263584.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>丰田、大众不敌特斯拉和自主品牌？未来到元宇宙决战！</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丰田、大众不敌特斯拉和自主品牌？未来到元宇宙决战！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101263584.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李溯婉\n中国新能源汽车爆发性增长，正促使全球汽车产业嬗变。\n原福特中国COO朱江日前跳槽到百度旗下集度汽车，这位曾供职多家汽车品牌的“市场操刀手”，现在成为集度汽车副总裁，主要负责集度汽车营销、渠道、售后等市场体系从0到1的搭建。“主要与性格有关，我是双子座，喜欢新鲜的事物，喜欢挑战从0到1、从无到有的感觉。”朱江近日接受第一财经记者采访时谈到他跳槽的主要原因。\n朱江称，造车新势力与传统车企...</p>\n\n<a href=\"https://www.yicai.com/news/101263584.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d38d85504f21181c2e23b00248e73b96","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉","TM":"丰田汽车"},"source_url":"https://www.yicai.com/news/101263584.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120007487","content_text":"作者：李溯婉\n中国新能源汽车爆发性增长，正促使全球汽车产业嬗变。\n原福特中国COO朱江日前跳槽到百度旗下集度汽车，这位曾供职多家汽车品牌的“市场操刀手”，现在成为集度汽车副总裁，主要负责集度汽车营销、渠道、售后等市场体系从0到1的搭建。“主要与性格有关，我是双子座，喜欢新鲜的事物，喜欢挑战从0到1、从无到有的感觉。”朱江近日接受第一财经记者采访时谈到他跳槽的主要原因。\n朱江称，造车新势力与传统车企的薪酬，在现金部分相差不多，主要差别在期权或股权上，但这部分存在诸多变数，而他加入集度，主要是看中百度的互联网基因以及自动驾驶等方面的技术积累，百度每年在研发上的投入占营收超过15%以上，这些让集度在未来变幻莫测的车市上有胜出的机会。\n由百度和吉利共同出资的集度在今年3月成立，是智能汽车赛道上的新玩家，双方将基于吉利浩瀚SEA智能进化体验架构，共同打造下一代智能汽车。近日，百度、集度和高通技术公司宣布，预计于 2023 年上市的集度汽车首款车型，将采用由百度和高通共同支持的智能数字座舱系统。\n在朱江看来，上半场电动化是电池、电机、电控等物理层面的竞争，而当前逐渐进入智能汽车的主场，软件定义汽车的时代已到来，转向数字化等方面的竞争。百度、小米等互联网巨头纷纷抓住这个时机入场，将加快颠覆中国车市以及全球车市的市场格局。\n今年中国新能源汽车发展速度超出预期，据中国汽车工业协会统计（下称“中汽协”），2021 年1~11月，新能源汽车累计产量已超过 300 万辆，销量接近 300 万辆。11 月，新能源汽车市场渗透率 17.8%，其中新能源乘用车市场渗透率达到 19.5%。中汽协预测，今年新能源汽车销量将达到340万辆。这意味着，今年中国新能源汽车销量有望超过去年全球新能源汽车销量。2020年，全球新能源汽车销量为328.4万辆，其中，我国新能源车销量为136.7万辆。\n业内对明年的新能源车市有更高的期待。按中汽协预测，2022年中国汽车总销量为2750万辆，同比增长5.4%，其中，新能源汽车销量为500万辆，同比增长47%。中国科学院院士欧阳明高也预测明年国内新能源汽车销量将达500万辆。比亚迪董事长王传福则更乐观些，他认为明年全国新能源汽车销量将有望高达550万辆，明年12月份新能源渗透率能达到35%，全年市场份额达到25~27%，提前三年达成2025年国家新能源发展战略。\n丰田、大众砸重金追赶特斯拉\n随着中国以及全球新能源车市进入快速上升通道，偌大的蛋糕正被自主车企和特斯拉分食，这让跨国传统车企巨头危机感陡增，尤其长期位居全球汽车销量冠亚的丰田与大众越来越焦虑，终于按捺不住而重拳出击。\n\n此前被认为对纯电动车态度摇摆不定的丰田汽车社长丰田章男，12月14日一口气发布了16款全新电动车，包括bZ4X等5款bZ系列纯电动车型、4款雷克萨斯品牌全新电动车以及7款概念车。“我们生活在一个多元化和难以预测未来的时代。没有一个产品适用于所有人的选择。因此,丰田希望为我们世界各地的客户提供尽可能多的选择。”丰田章男表示。\n按计划，未来9年，丰田将投资4万亿日元用于纯电动车型的开发，另外投资4万亿日元持续开发混合动力、插电式混动以及氢燃料电池车等，共计8万亿日元。预计到2030年，丰田将导入30款纯电动车型，每年将销售350万辆电动汽车。其中，雷克萨斯品牌计划到2030年在中国、欧洲和北美全部销售电动汽车，2035年实现全球范围内的全面电动化。\n与丰田实力难分伯仲的大众，则已在12月9日公布了新一轮计划，准备在未来5年将投资1590亿欧元，其中890亿欧元用于软件和电动汽车等技术。大众预计，到2026年，该集团售出的汽车中四分之一将拥有纯电系统。\n面对特斯拉猛烈的进攻，全球年销量在1000万辆左右徘徊的丰田和大众感受到压力，不仅是市值已被超过，未来市场将也可能被加速蚕食。在智能汽车赛道上，特斯拉以及“蔚小理”等造车新势力无所羁绊往前冲，随着自动化和电动出行的革命到来，一旦拐点出现，便可能呈指数级增长。\n“特斯拉CEO马斯克曾宣布，到2030年将实现年销量2000万辆，这一目标听起来不可思议，但从其技术创新、运营模式以及在中国等市场的发展速度等情况来看，这一狂妄的目标也许会实现。”一家车企高层对第一财经记者如是说。\n多年来，丰田与大众斗得如火如荼，却难以预料到未来最大的竞争对手竟然是特斯拉。特斯拉一度濒临破产，2007年丰田出手，投资5000万美元获得特斯拉3%的股份，还将位于硅谷附近弗里蒙特的一座废弃工厂卖给了特斯拉。正是丰田注入资金以及提供工厂，特斯拉度过难关。不过，丰田却在2017年将特斯拉的股票全部卖出，从此彻底结束了与特斯拉的合作，而特斯拉已逐渐羽丰翼满。得益于去年在华国产上市的Model 3以及今年新增的国产车型Model Y，特斯拉上海超级工厂前11月总销量为413283辆，其中国内销量为251225辆，出口订单为162058辆。特斯拉一位高管周一在社交媒体上表示,该公司正努力在年底前在上海工厂实现年产50万辆的目标, 这几乎相当于特斯拉去年在全球的销量。\n据外媒报道，福特CEO 吉姆·法利（Jim Farley）在上个月公司内部会议上称赞了特斯拉。他认为特斯拉的直销模式、强大的电动动力系统知识以及特斯拉车辆的简洁构造是其成功的关键。最重要的就是特斯拉对电子元器件的应用，让电子电气架构得到升级，同时能够大规模开启量产。\n事实上，不止福特CEO对特斯拉表示肯定，大众集团CEO赫伯特·迪斯（Herbert Diess）也称赞过特斯拉，迪斯在内部沟通会上承认特斯拉的软件领先于大众以及其他汽车制造商，并称特斯拉的领先令他“头疼”。为了缩小与特斯拉之间的软件差距，大众集团内部正在实施“特斯拉追赶计划”。福特野马Mach-E项目工程师也曾评价称，特斯拉在电池和高压电子方面的技术和工程，及驾驭这些技术的能力领先行业五年。\n特斯拉不断革新，其今年曾在微博上分享了其上海超级工厂的Model Y生产线。与众不同的是，生产线中安装了超大型压铸机，可以生产一体成型汽车大型压铸件，将原来70个零部件合为2个大件，未来甚至会合为一件。多方创新的特斯拉不断扩大规模、提高效益以及降低成本，让传统车企都纷纷重新审视自己的发展方向，并在重压下集体开始反击。除了丰田、大众，福特、通用、本田、日产等传统巨头也纷纷推出新的电动化战略。吉姆·法利近日接受媒体采访时甚至叫板，福特欲在美国的电动汽车销量中超越特斯拉。\n进入智能汽车新战场\n作为全球最大的新能源车市，中国成为各大车企比拼的主战场。\n比亚迪多年来是国内补贴政策最大的获利者，今年有望继续守住国内新能源车擂主的地位，其前11月新能源车累计销量为50.98万辆，其中11月销量高达9.12万辆。随着比亚迪、广汽、长城、长安、北汽、吉利等主流自主车企均已完成电动化专用平台建设，加快推出新技术和新车型，以及“蔚小理”等造车新势力在智能汽车赛道提速前进，加上北汽、东风、上汽等汽车集团分别推出极狐、岚图、智己等高端子品牌，品牌向上初见成效，自主阵营整体在新能源领域优势凸显。11月国内新能源厂商销量前十中，除了上汽通用五菱以及特斯拉之外，其他八家皆是自主车企，而丰田、大众的合资企业则依然榜上无名。特斯拉在华的鲶鱼效应，反而激发了自主车企集体的斗志。\n乘联会最新数据显示，11月，自主品牌新能源车渗透率33.2%，豪华车为4.6%，而主流合资品牌仅有3.9%。不过，随着跨国车企集体开启报复性反攻，丰田bZ4X等一批重磅纯电动新车型明年将在华推出，无论是特斯拉还是自主车企，都将迎来强劲的对手。\n\n对于2022年走势，中国电动汽车百人会理事长陈清泰近日谈到，明年补贴退坡算是一个坎，所谓政策性补贴退下来了，非补贴性的支持还有一些，新能源汽车产业化要经历三个阶段，第一个是政策驱动阶段，第二个阶段是政策+市场的驱动阶段，现在开始进入市场驱动的第三个阶段。\n在陈清泰看来，这一场汽车革命，前半场是电动化，接下来进入竞争更激烈的阶段，要转向低碳化、智能化、网联化。在燃油车上，中国市场是全球重要的竞争市场，现在新能源汽车方面也由原来主要是中国车企在本土汽车市场的竞争变成全球车企在新能源领域的全球竞争，国际大品牌开始集体在华发力。\n未来，自主车企、特斯拉以及加大火力的合资品牌交战，业内存在多种声音，有的观点认为，诺基亚等三大传统手机巨头如何走向衰败，手机产业这一幕也将会汽车产业重演，在智能汽车赛道上已领先一步的特斯拉和“蔚小理”等造车新势力将迎来“井喷期”；有的观点认为，丰田、大众等这样动辄几十年上百年的跨国车企，技术和资金储备雄厚，一直在等风来，一旦真正发力，姜依然是老的辣；也有的观点认为，智能汽车才刚开始，百度、小米、苹果等互联网巨头入场，将可能后发制人。\n《经济学人》指出，在经受过市场颠覆的电脑和手机等行业，创新者会从零开始打造一款新产品，就像特斯拉和苹果那样。可这样的产品一旦投放市场，就可以被复制、被外包。而大众汽车的垂直策略表明它将遵循同样的打法。\n大众和特斯拉一样，正在从电池、底盘到软件等垂直整合其供应链，加快创新的步伐。迪斯认为，与个人电脑和智能手机的制造商相比，汽车的长生命周期给了车企更多的时间去追赶。\n“欧洲没有产生本土互联网巨头，欧洲车企普遍缺乏互联网的种子，而且传统车企巨头条条框框诸多，组织架构臃肿，制度流程繁冗，都将成为电动化、智能化变革的阻力。”一位业内人士接受第一财经记者采访时如是说。他曾在传统跨国车企曾担任高管，但在推动电动化改革过程中并不顺畅。\n即便是迪斯，在大众推动电动化过程中，由于涉及人员调整也遭遇到来自工会等方面的压力。而虽然丰田章男在丰田公司握有话语权，但丰田与大众的情况类似，历史包袱重，大象转身有难度，其当前一下祭出的车海战术，业内对此褒贬不一，未来要看此战术的落实进展。\n\n从内燃机转向电池、电机、电控等技术的比拼，再到AI、智能座舱、激光雷达、算法、算力以及数据等技术的较量，车企将在软硬件等方面展开多线路激战。当前，元宇宙概念兴起，未来在虚实结合的世界里，技术迭代加快，随着苹果、百度、小米等互联网巨头纷纷入场，华为等科技巨头也已深度渗入汽车产业链，未来汽车领域或像科幻片那般光怪陆离，让人难以猜到结果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159032814,"gmtCreate":1624930670138,"gmtModify":1631889832925,"author":{"id":"3573363269463893","authorId":"3573363269463893","name":"大牛爱小米","avatar":"https://static.tigerbbs.com/e1f9e93ff34388dd479a723349ce572c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"相信老黃！","listText":"相信老黃！","text":"相信老黃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159032814","repostId":"2147342808","repostType":4,"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}