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VickyZheng
04-02
$(TSLA)$
优质公司,看多!
VickyZheng
07-30
$星竞威武(NIPG)$
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VickyZheng
04-10
华尔街见闻是以打压做空特斯拉为己任吗?
马斯克紧急宣布Robotaxi实为救股价?分析:一贯作风,投资者需谨慎
VickyZheng
04-09
$(TSLA)$
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href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 停牌了?什么情况?","listText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 停牌了?什么情况?","text":"$星竞威武(NIPG)$ 停牌了?什么情况?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333091240239304","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321177589538","authorId":"3576321177589538","authorIdStr":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1},"content":"啥都不懂就跟风 学懂游戏规则再去玩美股吧","text":"啥都不懂就跟风 学懂游戏规则再去玩美股吧","html":"啥都不懂就跟风 学懂游戏规则再去玩美股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293593073799176,"gmtCreate":1712697643062,"gmtModify":1712698314011,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华尔街见闻是以打压做空特斯拉为己任吗?","listText":"华尔街见闻是以打压做空特斯拉为己任吗?","text":"华尔街见闻是以打压做空特斯拉为己任吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293593073799176","repostId":"2426949449","repostType":2,"repost":{"id":"2426949449","pubTimestamp":1712598404,"share":"https://www.laohu8.com/m/news/2426949449?lang=&edition=full","pubTime":"2024-04-09 01:46","market":"us","language":"zh","title":"马斯克紧急宣布Robotaxi实为救股价?分析:一贯作风,投资者需谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2426949449","media":"华尔街见闻","summary":"马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。","content":"<html><head></head><body><blockquote><p>马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。</p><p>特斯拉的股票在该公司公布第一季度销量不振之前就已经开始下跌。此后,有报道称特斯拉商搁置了生产廉价版电动车的计划,使股价进一步下跌。当时,马斯克含糊其辞的否认止住特斯拉的跌势,截至上周,特斯拉是今年<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中表现最差的股票。</p><p>因此,马斯克转而使用他惯用的策略:通过展示新产品来改变市场叙事。Robotaxi将发布的消息公布后,投资者似乎仍然愿意为马斯克的愿景买单,特斯拉股票在周五盘后交易中上涨,并在周一上涨最多超过5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a259f788cc57861441e88fe234604da\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>分析认为,制造轰动长期以来一直是特斯拉产生热度的策略,而且几乎不在传统广告上花钱。</strong>马斯克已经掌握了让投资者关注未来而非当前痛点的技巧,尽管特斯拉通常需要多年时间才能将马斯克展示的产品投入生产。</p><p><strong>跳票已成习惯</strong></p><p><strong>其实,对于自动驾驶出租车,马斯克在十多年来在一直都在做出预测,但从未实现。</strong></p><p>分析师认为,对特斯拉及其各种产品发布,投资者应该抑制一些热情,因为往往存在宣传/猜测与现实之间的巨大鸿沟,“这似乎是特斯拉试图转移人们对当前电动车市场条件的注意力,而这些电动车市场条件目前非常糟糕。”</p><p>当特斯拉在2013年开始研发Autopilot的系统时,马斯克当时估计自动驾驶将能在几年内达到客户行驶里程的90%。2016年,马斯克在其公司第二阶段的总体规划中暗示了自动驾驶,并开始销售为全自动驾驶(FSD)的功能。然而八年后,FSD仍未达到其名称所暗示的功能。</p><p>在2019年,马斯克宣布,很快将有100万辆特斯拉上路,并且完全能够自己驾驶。三年后,他首次暗示了Robotaxi产品。</p><p>其他特斯拉产品也出现了类似的模式。以电动半挂卡车Semi为例,特斯拉在2017年展示了这款车。但是几年后,Semi仍然只是在试生产阶段。</p><p>Cybertruck也是如此。2019年,特斯拉首席设计师Franz von Holzhausen砸碎了一辆不锈钢原型车的玻璃窗。几年后,Cybertruck在奥只是在一些城市偶尔可以看到,但其销量如此之低以至于特斯拉尚未在其季度报告中单独列出销售数字。</p><p><strong>分析师:软件比硬件更重要</strong></p><p>特斯拉表示,其下一代车辆将是一款更便宜的电动车以及Robotaxi,这两款车辆估计将相似,只是一款有方向盘,另一款则没有。</p><p>同时,特斯拉在最近几周向越来越多的消费者推出了FSD的最新版本,其中一些提供免费试用。上周五,该公司宣布,客户使用FSD的总里程已超过10亿英里。</p><p>完全自动驾驶的承诺长期以来一直是特斯拉区别于竞争对手的一种策略。该公司在美国为FSD收费12,000美元,可谓金额不菲,虽然可以抵消一些最近的降价,但前提是特斯拉能够说服更多客户这个功能是值得的。</p><p><strong>分析师表示,为了保持市场领先地位,特斯拉需要更便宜的车辆和完全自动驾驶,但FSD更重要,“软件和服务是比制造业更好的商业模式。”</strong></p><p>这也是马斯克所说认为的。他在2022年6月表示,自动驾驶是必不可少的,“这实际上是值很多钱的特斯拉与几乎一文不值产品之间的区别。”</p><p>至于投资者是否愿意相信马斯克的最新大胆计划,几周之后就会见分晓,特斯拉计划在4月23日公布第一季度财报。</p><p>分析师表示,特斯拉投资者应该对自动驾驶出租车的炒作保持冷静。“一方面,这暗示了一个完全自动驾驶系统的存在,这可能是一个非常有利可图的新收入来源。但到目前为止,这样的系统还不存在。”</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\" 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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马斯克紧急宣布Robotaxi实为救股价?分析:一贯作风,投资者需谨慎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 01:46 北京时间 <a href=https://wallstreetcn.com/articles/3712239><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。特斯拉首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。特斯拉的股票在该...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712239\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70d661d3ab709b28e223020e293d8bd8","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ 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ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://wallstreetcn.com/articles/3712239","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426949449","content_text":"马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。特斯拉首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。特斯拉的股票在该公司公布第一季度销量不振之前就已经开始下跌。此后,有报道称特斯拉商搁置了生产廉价版电动车的计划,使股价进一步下跌。当时,马斯克含糊其辞的否认止住特斯拉的跌势,截至上周,特斯拉是今年标普500指数中表现最差的股票。因此,马斯克转而使用他惯用的策略:通过展示新产品来改变市场叙事。Robotaxi将发布的消息公布后,投资者似乎仍然愿意为马斯克的愿景买单,特斯拉股票在周五盘后交易中上涨,并在周一上涨最多超过5%。分析认为,制造轰动长期以来一直是特斯拉产生热度的策略,而且几乎不在传统广告上花钱。马斯克已经掌握了让投资者关注未来而非当前痛点的技巧,尽管特斯拉通常需要多年时间才能将马斯克展示的产品投入生产。跳票已成习惯其实,对于自动驾驶出租车,马斯克在十多年来在一直都在做出预测,但从未实现。分析师认为,对特斯拉及其各种产品发布,投资者应该抑制一些热情,因为往往存在宣传/猜测与现实之间的巨大鸿沟,“这似乎是特斯拉试图转移人们对当前电动车市场条件的注意力,而这些电动车市场条件目前非常糟糕。”当特斯拉在2013年开始研发Autopilot的系统时,马斯克当时估计自动驾驶将能在几年内达到客户行驶里程的90%。2016年,马斯克在其公司第二阶段的总体规划中暗示了自动驾驶,并开始销售为全自动驾驶(FSD)的功能。然而八年后,FSD仍未达到其名称所暗示的功能。在2019年,马斯克宣布,很快将有100万辆特斯拉上路,并且完全能够自己驾驶。三年后,他首次暗示了Robotaxi产品。其他特斯拉产品也出现了类似的模式。以电动半挂卡车Semi为例,特斯拉在2017年展示了这款车。但是几年后,Semi仍然只是在试生产阶段。Cybertruck也是如此。2019年,特斯拉首席设计师Franz von Holzhausen砸碎了一辆不锈钢原型车的玻璃窗。几年后,Cybertruck在奥只是在一些城市偶尔可以看到,但其销量如此之低以至于特斯拉尚未在其季度报告中单独列出销售数字。分析师:软件比硬件更重要特斯拉表示,其下一代车辆将是一款更便宜的电动车以及Robotaxi,这两款车辆估计将相似,只是一款有方向盘,另一款则没有。同时,特斯拉在最近几周向越来越多的消费者推出了FSD的最新版本,其中一些提供免费试用。上周五,该公司宣布,客户使用FSD的总里程已超过10亿英里。完全自动驾驶的承诺长期以来一直是特斯拉区别于竞争对手的一种策略。该公司在美国为FSD收费12,000美元,可谓金额不菲,虽然可以抵消一些最近的降价,但前提是特斯拉能够说服更多客户这个功能是值得的。分析师表示,为了保持市场领先地位,特斯拉需要更便宜的车辆和完全自动驾驶,但FSD更重要,“软件和服务是比制造业更好的商业模式。”这也是马斯克所说认为的。他在2022年6月表示,自动驾驶是必不可少的,“这实际上是值很多钱的特斯拉与几乎一文不值产品之间的区别。”至于投资者是否愿意相信马斯克的最新大胆计划,几周之后就会见分晓,特斯拉计划在4月23日公布第一季度财报。分析师表示,特斯拉投资者应该对自动驾驶出租车的炒作保持冷静。“一方面,这暗示了一个完全自动驾驶系统的存在,这可能是一个非常有利可图的新收入来源。但到目前为止,这样的系统还不存在。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293487524307104,"gmtCreate":1712671756243,"gmtModify":1712674850392,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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","text":"$(TSLA)$ 当然看多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293487524307104","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291005305938224,"gmtCreate":1712072105789,"gmtModify":1712072325921,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$ </a><v-v data-views=\"1\"></v-v> 优质公司,看多!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$ </a><v-v data-views=\"1\"></v-v> 优质公司,看多!","text":"$(TSLA)$ 优质公司,看多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291005305938224","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":291005305938224,"gmtCreate":1712072105789,"gmtModify":1712072325921,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$ </a><v-v data-views=\"1\"></v-v> 优质公司,看多!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$ </a><v-v data-views=\"1\"></v-v> 优质公司,看多!","text":"$(TSLA)$ 优质公司,看多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291005305938224","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333091240239304,"gmtCreate":1722346748726,"gmtModify":1722348439336,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 停牌了?什么情况?","listText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 停牌了?什么情况?","text":"$星竞威武(NIPG)$ 停牌了?什么情况?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333091240239304","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321177589538","authorId":"3576321177589538","authorIdStr":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1},"content":"啥都不懂就跟风 学懂游戏规则再去玩美股吧","text":"啥都不懂就跟风 学懂游戏规则再去玩美股吧","html":"啥都不懂就跟风 学懂游戏规则再去玩美股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293593073799176,"gmtCreate":1712697643062,"gmtModify":1712698314011,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华尔街见闻是以打压做空特斯拉为己任吗?","listText":"华尔街见闻是以打压做空特斯拉为己任吗?","text":"华尔街见闻是以打压做空特斯拉为己任吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293593073799176","repostId":"2426949449","repostType":2,"repost":{"id":"2426949449","pubTimestamp":1712598404,"share":"https://www.laohu8.com/m/news/2426949449?lang=&edition=full","pubTime":"2024-04-09 01:46","market":"us","language":"zh","title":"马斯克紧急宣布Robotaxi实为救股价?分析:一贯作风,投资者需谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2426949449","media":"华尔街见闻","summary":"马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。","content":"<html><head></head><body><blockquote><p>马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。</p><p>特斯拉的股票在该公司公布第一季度销量不振之前就已经开始下跌。此后,有报道称特斯拉商搁置了生产廉价版电动车的计划,使股价进一步下跌。当时,马斯克含糊其辞的否认止住特斯拉的跌势,截至上周,特斯拉是今年<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中表现最差的股票。</p><p>因此,马斯克转而使用他惯用的策略:通过展示新产品来改变市场叙事。Robotaxi将发布的消息公布后,投资者似乎仍然愿意为马斯克的愿景买单,特斯拉股票在周五盘后交易中上涨,并在周一上涨最多超过5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a259f788cc57861441e88fe234604da\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>分析认为,制造轰动长期以来一直是特斯拉产生热度的策略,而且几乎不在传统广告上花钱。</strong>马斯克已经掌握了让投资者关注未来而非当前痛点的技巧,尽管特斯拉通常需要多年时间才能将马斯克展示的产品投入生产。</p><p><strong>跳票已成习惯</strong></p><p><strong>其实,对于自动驾驶出租车,马斯克在十多年来在一直都在做出预测,但从未实现。</strong></p><p>分析师认为,对特斯拉及其各种产品发布,投资者应该抑制一些热情,因为往往存在宣传/猜测与现实之间的巨大鸿沟,“这似乎是特斯拉试图转移人们对当前电动车市场条件的注意力,而这些电动车市场条件目前非常糟糕。”</p><p>当特斯拉在2013年开始研发Autopilot的系统时,马斯克当时估计自动驾驶将能在几年内达到客户行驶里程的90%。2016年,马斯克在其公司第二阶段的总体规划中暗示了自动驾驶,并开始销售为全自动驾驶(FSD)的功能。然而八年后,FSD仍未达到其名称所暗示的功能。</p><p>在2019年,马斯克宣布,很快将有100万辆特斯拉上路,并且完全能够自己驾驶。三年后,他首次暗示了Robotaxi产品。</p><p>其他特斯拉产品也出现了类似的模式。以电动半挂卡车Semi为例,特斯拉在2017年展示了这款车。但是几年后,Semi仍然只是在试生产阶段。</p><p>Cybertruck也是如此。2019年,特斯拉首席设计师Franz von Holzhausen砸碎了一辆不锈钢原型车的玻璃窗。几年后,Cybertruck在奥只是在一些城市偶尔可以看到,但其销量如此之低以至于特斯拉尚未在其季度报告中单独列出销售数字。</p><p><strong>分析师:软件比硬件更重要</strong></p><p>特斯拉表示,其下一代车辆将是一款更便宜的电动车以及Robotaxi,这两款车辆估计将相似,只是一款有方向盘,另一款则没有。</p><p>同时,特斯拉在最近几周向越来越多的消费者推出了FSD的最新版本,其中一些提供免费试用。上周五,该公司宣布,客户使用FSD的总里程已超过10亿英里。</p><p>完全自动驾驶的承诺长期以来一直是特斯拉区别于竞争对手的一种策略。该公司在美国为FSD收费12,000美元,可谓金额不菲,虽然可以抵消一些最近的降价,但前提是特斯拉能够说服更多客户这个功能是值得的。</p><p><strong>分析师表示,为了保持市场领先地位,特斯拉需要更便宜的车辆和完全自动驾驶,但FSD更重要,“软件和服务是比制造业更好的商业模式。”</strong></p><p>这也是马斯克所说认为的。他在2022年6月表示,自动驾驶是必不可少的,“这实际上是值很多钱的特斯拉与几乎一文不值产品之间的区别。”</p><p>至于投资者是否愿意相信马斯克的最新大胆计划,几周之后就会见分晓,特斯拉计划在4月23日公布第一季度财报。</p><p>分析师表示,特斯拉投资者应该对自动驾驶出租车的炒作保持冷静。“一方面,这暗示了一个完全自动驾驶系统的存在,这可能是一个非常有利可图的新收入来源。但到目前为止,这样的系统还不存在。”</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\" 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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马斯克紧急宣布Robotaxi实为救股价?分析:一贯作风,投资者需谨慎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 01:46 北京时间 <a href=https://wallstreetcn.com/articles/3712239><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。特斯拉首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。特斯拉的股票在该...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712239\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70d661d3ab709b28e223020e293d8bd8","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ 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ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://wallstreetcn.com/articles/3712239","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426949449","content_text":"马斯克上周表示,将在今年8月推出自动驾驶出租车Robotaxi,带动特斯拉股价周一美股盘中大涨5%。分析认为,以特斯拉一贯跳票的作风来看,马斯克此举其实意在创造话题拉抬股价,投资者应保持冷静。特斯拉首席执行官马斯克上周末宣布,将在今年8月推出自动驾驶出租车Robotaxi,该消息带动特斯拉股价周一美股盘中大涨5%。分析认为,马斯克此举其实意在创造话题,拉抬近期一蹶不振的特斯拉股价。特斯拉的股票在该公司公布第一季度销量不振之前就已经开始下跌。此后,有报道称特斯拉商搁置了生产廉价版电动车的计划,使股价进一步下跌。当时,马斯克含糊其辞的否认止住特斯拉的跌势,截至上周,特斯拉是今年标普500指数中表现最差的股票。因此,马斯克转而使用他惯用的策略:通过展示新产品来改变市场叙事。Robotaxi将发布的消息公布后,投资者似乎仍然愿意为马斯克的愿景买单,特斯拉股票在周五盘后交易中上涨,并在周一上涨最多超过5%。分析认为,制造轰动长期以来一直是特斯拉产生热度的策略,而且几乎不在传统广告上花钱。马斯克已经掌握了让投资者关注未来而非当前痛点的技巧,尽管特斯拉通常需要多年时间才能将马斯克展示的产品投入生产。跳票已成习惯其实,对于自动驾驶出租车,马斯克在十多年来在一直都在做出预测,但从未实现。分析师认为,对特斯拉及其各种产品发布,投资者应该抑制一些热情,因为往往存在宣传/猜测与现实之间的巨大鸿沟,“这似乎是特斯拉试图转移人们对当前电动车市场条件的注意力,而这些电动车市场条件目前非常糟糕。”当特斯拉在2013年开始研发Autopilot的系统时,马斯克当时估计自动驾驶将能在几年内达到客户行驶里程的90%。2016年,马斯克在其公司第二阶段的总体规划中暗示了自动驾驶,并开始销售为全自动驾驶(FSD)的功能。然而八年后,FSD仍未达到其名称所暗示的功能。在2019年,马斯克宣布,很快将有100万辆特斯拉上路,并且完全能够自己驾驶。三年后,他首次暗示了Robotaxi产品。其他特斯拉产品也出现了类似的模式。以电动半挂卡车Semi为例,特斯拉在2017年展示了这款车。但是几年后,Semi仍然只是在试生产阶段。Cybertruck也是如此。2019年,特斯拉首席设计师Franz von Holzhausen砸碎了一辆不锈钢原型车的玻璃窗。几年后,Cybertruck在奥只是在一些城市偶尔可以看到,但其销量如此之低以至于特斯拉尚未在其季度报告中单独列出销售数字。分析师:软件比硬件更重要特斯拉表示,其下一代车辆将是一款更便宜的电动车以及Robotaxi,这两款车辆估计将相似,只是一款有方向盘,另一款则没有。同时,特斯拉在最近几周向越来越多的消费者推出了FSD的最新版本,其中一些提供免费试用。上周五,该公司宣布,客户使用FSD的总里程已超过10亿英里。完全自动驾驶的承诺长期以来一直是特斯拉区别于竞争对手的一种策略。该公司在美国为FSD收费12,000美元,可谓金额不菲,虽然可以抵消一些最近的降价,但前提是特斯拉能够说服更多客户这个功能是值得的。分析师表示,为了保持市场领先地位,特斯拉需要更便宜的车辆和完全自动驾驶,但FSD更重要,“软件和服务是比制造业更好的商业模式。”这也是马斯克所说认为的。他在2022年6月表示,自动驾驶是必不可少的,“这实际上是值很多钱的特斯拉与几乎一文不值产品之间的区别。”至于投资者是否愿意相信马斯克的最新大胆计划,几周之后就会见分晓,特斯拉计划在4月23日公布第一季度财报。分析师表示,特斯拉投资者应该对自动驾驶出租车的炒作保持冷静。“一方面,这暗示了一个完全自动驾驶系统的存在,这可能是一个非常有利可图的新收入来源。但到目前为止,这样的系统还不存在。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293487524307104,"gmtCreate":1712671756243,"gmtModify":1712674850392,"author":{"id":"3576351881074164","authorId":"3576351881074164","authorIdStr":"3576351881074164","name":"VickyZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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