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穷则独善其身，达则兼济天下

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- bencaibencai
  ·06-26
  $美光科技(MU)$ 祝我好运
  253 评论
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- bencaibencai
  ·06-26
  $FDX 日历价差 240628/240726 280.0C/280.0C$ 第一次玩这种，不知道明天怎么样[捂脸]
  157 评论
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- bencaibencai
  ·06-25
  $英伟达(NVDA)$ 卖掉，买特斯拉，马斯克的大饼好吃些[开心] [开心] [呆住]
  252 评论
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- bencaibencai
  ·06-14
  $特斯拉(TSLA)$ fsd真的要来了啊[微笑] [微笑]
  679 评论
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- bencaibencai
  ·06-14
  支持小虎，现在已经是大虎了哈。希望自己也能从小户变成大户 [微笑]
  263 评论
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- bencaibencai
  ·06-14
  支持马斯克，未来可期
  特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”
  “讨薪”成功的马斯克跳起了舞
  特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”
  225 评论
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- bencaibencai
  ·04-30
  特斯拉FSD如果真的落地了,绝对是场新的变革
  368 评论
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- bencaibencai
  ·03-26
  $特斯拉(TSLA)$ 小米汽车要出来了[微笑]
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- bencaibencai
  ·03-21
  6月降息概率不大，感觉得加息才对[微笑]
  847 评论
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- bencaibencai
  ·03-15
  $特斯拉(TSLA)$ 150元[贱笑]
  933 评论
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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316691662991600","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316689806168312,"gmtCreate":1718344510032,"gmtModify":1718344511825,"author":{"id":"4102060026515790","authorId":"4102060026515790","name":"bencai","avatar":"https://static.tigerbbs.com/178060d31a7752498df99cbefa55291c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持马斯克，未来可期","listText":"支持马斯克，未来可期","text":"支持马斯克，未来可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316689806168312","repostId":"2443967076","repostType":2,"repost":{"id":"2443967076","pubTimestamp":1718336415,"share":"https://www.laohu8.com/m/news/2443967076?lang=&edition=full","pubTime":"2024-06-14 11:40","market":"us","language":"zh","title":"特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”","url":"https://stock-news.laohu8.com/highlight/detail?id=2443967076","media":"格隆汇","summary":"“讨薪”成功的马斯克跳起了舞","content":"<html><head></head><body><blockquote><p>“讨薪”成功的马斯克跳起了舞</p></blockquote><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>年度股东大会终于开幕。</p><p>560亿美元薪酬获批、公司“搬家”德州，<strong>赢得了股东之战</strong>的的马斯克现场很是兴奋，不仅开场就跳起了舞，还<strong>画出了超级“大饼”。</strong></p><p>马斯克“豪言”称，<strong>特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的量级。</strong></p><p>此外，他还剧透了特斯拉三款新车、Optimus<a href=\"https://laohu8.com/S/300024\">机器人</a>、AI进展等。</p><p>美股收盘，特斯拉涨2.92%报182.47美元，总市值5819.33亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/952c3c190988b9d00909b7b184470cc0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>两项决议成功获批</strong></p><p>没出意外，<strong>560亿美元的天价薪酬</strong>和<strong>搬迁注册地</strong>都获批了。此前一天，马斯克就已经透露了这个消息。</p><p>特斯拉早在2018年授予马斯克的薪酬方案，可谓是一波三折。</p><p>只是，当年价值560亿美元的天价薪酬<strong>现在缩至500亿美元。</strong>不过，这一结果会继续助力马斯克稳坐世界首富，其财富将远超 2000 亿美元。</p><p>在投票结果宣布后，马斯克上台发表了热情洋溢的演讲。</p><blockquote><p>“太棒了，我爱你们！”“我是能够交付成绩的人。（I do deliver！）最终，这是最重要的事情。”</p></blockquote><p>他还说，薪酬计划不允许他半路撂挑子不干，这也不是他想做的。</p><p>这也让不少马斯克的支持者松了一口气。他们此前一直担心，如果薪酬案遭到拒绝，马斯克会减少管理特斯拉的时间，甚至是辞职。</p><p>不过需要注意的是，<strong>即使股东们支持了这项措施</strong>，<strong>也并不能保证马斯克会得到他的钱。</strong></p><p>因为薪酬投票只是建议性的，法院将拥有最终决定权。</p><p>今年1月份的时候，特拉华州的一名法官宣布薪酬计划无效，预计特斯拉将提出上诉。</p><p>如果上诉失败，公司注册地迁至德克萨斯州将使董事会能够在一个新的州恢复薪酬方案，该州可能会有更有利的法院。</p><p>在本次投票的12项决议中，股东大会共通过了<strong>全部5项公司提案以及2项董事会提案</strong>。</p><p>其中包括选举两名II类董事、批准高管薪酬、批准特斯拉迁至德克萨斯州、确认马斯克的股票期权奖励、确认普华永道为独立会计师事务所等。</p><p><strong>预告新产品</strong></p><p>会上，马斯克表示，特斯拉是2023年全球最大的电动车制造商，到今年年底将累计生产超过700万辆车。</p><p><strong>Model Y登顶全球最高销量车型。</strong>他对重新设计的Model 3给予高度评价，称其为“一辆非常棒的车”，预测在2024年继续保持这一地位。</p><p>关于特斯拉的<strong>“自动驾驶”业务</strong>，马斯克称特斯拉将比驾驶汽车的人类安全得多。</p><p>公司的自动驾驶汽车将类似于<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>。</p><blockquote><p>“你不在的时候，你的车可以为你赚钱。”</p></blockquote><p>马斯克还提到了<strong>电动皮卡Cybertruck。</strong></p><p>他指出，这款车在最近一周内的产量达到了创纪录的1300辆，并计划在2024年底前提升至每周2500辆。</p><p>马斯克调侃道，Cybertruck看起来像是未来的东西。</p><blockquote><p>“这是一个了不起的产品，我认为这是我们最好的产品。”</p></blockquote><p>此外，特斯拉的<strong>电动卡车拖头Semi处于小批量生产状态。</strong></p><p>马斯克在上周批准了这款车的满负荷生产计划，他认为Semi可能会让公司财务发生变化。</p><p>会上，马斯克还<strong>预告了特斯拉正在开发的三款车型。</strong></p><p>他透露，这些车型将非常特别，但没有提供新车型的任何细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9ca7af7ea755d8c5c169979c71c27b\" title=\"\" tg-width=\"2400\" tg-height=\"1348\"/></p><p><strong>关于Optimus机器人、AI</strong></p><p>特斯拉的Optimus机器人进展显著。</p><p>马斯克承诺，<strong>特斯拉将在2025年开始“限量生产”Optimus机器人</strong>。他预测，明年公司将“有1000多个或数千个擎天柱机器人在特斯拉工作”。</p><p>马斯克指出，人形机器人市场会很大，<strong>Optimus未来市场价值达25万亿美元。</strong></p><blockquote><p>“我认为Optimus的市场价值将达到25万亿美元，要达到这个目标需要巨大的努力，我们正在加速前进。”</p></blockquote><p>他还提到，Optimus的售价可能低至1万美元，远低于汽车的售价。如果每台售价为2万美元，<strong>特斯拉每年可获利一万亿美元。</strong></p><p>马斯克认为，未来人形机器人与人类比例至少将达到2:1，最少也是1:1。</p><p>这也意味着未来将有100亿个人形机器人，甚至是200亿到300亿个。</p><p>特斯拉的目标是年产10亿台，占据市场10%以上份额。</p><p>关于AI，马斯克表示，<strong>特斯拉的AI在现实世界中领先Meta、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、OpenAI。</strong></p><p>目前特斯拉已经完成了其HW5的设计，称之为“AI 5”。</p><p>马斯克指出，目前消费者所看到的一切仅仅是基于特斯拉HW3，甚至还没有达到其最大潜力。</p><p>相比之下，HW4的性能比HW3提升了3到8倍，而HW5将比HW4提升10倍，预计将在大约18个月内推出。</p><p>马斯克明确拒绝使用别家芯片。他提到苹果和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>说：</p><blockquote><p>“没有哪家公司的（AI）芯片比我们车内的芯片更适合放在我们的车里。”</p></blockquote><p><strong>特斯拉市值5年翻10倍、超10个苹果</strong></p><p>对于特斯拉的未来，马斯克称令人兴奋。</p><blockquote><p>“我们不仅仅是开启了特斯拉的新篇章，我们正在写一本新书。”</p></blockquote><p>在演讲中，马斯克除了介绍特斯拉取得的成就，还预测<strong>特斯拉的市值在5年后将达到现在的10倍。</strong></p><p>在谈及特斯拉何时能够登顶全球最高市值公司时，马斯克“豪情壮志”地称，<strong>特斯拉的市值有潜力增长至当下市值最高的公司的10倍。</strong></p><p>马斯克非常赞同近期“木头姐”凯茜·伍德给特斯拉设定5万亿美元估值的报告。</p><p>他认为，方舟基金对于特斯拉的预测是最为准确的。到2029年，特斯拉市值将达到7万亿美元；也就是说，5年后其市值将达到现在的10倍。</p><p>目前，苹果已超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>，成为最大市值的公司，市值约为3.3万亿美元。这也就意味着，马斯克认<strong>为特斯拉未来的市值可能超过33万亿美元。</strong></p></body></html>","source":"gelonghui_highlight","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>特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”</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{ 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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特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/791853><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“讨薪”成功的马斯克跳起了舞周四，特斯拉年度股东大会终于开幕。560亿美元薪酬获批、公司“搬家”德州，赢得了股东之战的的马斯克现场很是兴奋，不仅开场就跳起了舞，还画出了超级“大饼”。马斯克“豪言”称，特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个苹果的量级。此外，他还剧透了特斯拉三款新车、Optimus机器人、AI进展等。美股收盘，特斯拉涨2.92%报182.47...</p>\n\n<a href=\"https://www.gelonghui.com/p/791853\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f4394980e7a9d8811b57b98a79c3241","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU0256863811.USD":"ALLIANZ 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USD","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0149725797.USD":"汇丰美国股市经济规模基金"},"source_url":"https://www.gelonghui.com/p/791853","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2443967076","content_text":"“讨薪”成功的马斯克跳起了舞周四，特斯拉年度股东大会终于开幕。560亿美元薪酬获批、公司“搬家”德州，赢得了股东之战的的马斯克现场很是兴奋，不仅开场就跳起了舞，还画出了超级“大饼”。马斯克“豪言”称，特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个苹果的量级。此外，他还剧透了特斯拉三款新车、Optimus机器人、AI进展等。美股收盘，特斯拉涨2.92%报182.47美元，总市值5819.33亿美元。两项决议成功获批没出意外，560亿美元的天价薪酬和搬迁注册地都获批了。此前一天，马斯克就已经透露了这个消息。特斯拉早在2018年授予马斯克的薪酬方案，可谓是一波三折。只是，当年价值560亿美元的天价薪酬现在缩至500亿美元。不过，这一结果会继续助力马斯克稳坐世界首富，其财富将远超 2000 亿美元。在投票结果宣布后，马斯克上台发表了热情洋溢的演讲。“太棒了，我爱你们！”“我是能够交付成绩的人。（I do deliver！）最终，这是最重要的事情。”他还说，薪酬计划不允许他半路撂挑子不干，这也不是他想做的。这也让不少马斯克的支持者松了一口气。他们此前一直担心，如果薪酬案遭到拒绝，马斯克会减少管理特斯拉的时间，甚至是辞职。不过需要注意的是，即使股东们支持了这项措施，也并不能保证马斯克会得到他的钱。因为薪酬投票只是建议性的，法院将拥有最终决定权。今年1月份的时候，特拉华州的一名法官宣布薪酬计划无效，预计特斯拉将提出上诉。如果上诉失败，公司注册地迁至德克萨斯州将使董事会能够在一个新的州恢复薪酬方案，该州可能会有更有利的法院。在本次投票的12项决议中，股东大会共通过了全部5项公司提案以及2项董事会提案。其中包括选举两名II类董事、批准高管薪酬、批准特斯拉迁至德克萨斯州、确认马斯克的股票期权奖励、确认普华永道为独立会计师事务所等。预告新产品会上，马斯克表示，特斯拉是2023年全球最大的电动车制造商，到今年年底将累计生产超过700万辆车。Model Y登顶全球最高销量车型。他对重新设计的Model 3给予高度评价，称其为“一辆非常棒的车”，预测在2024年继续保持这一地位。关于特斯拉的“自动驾驶”业务，马斯克称特斯拉将比驾驶汽车的人类安全得多。公司的自动驾驶汽车将类似于爱彼迎和优步。“你不在的时候，你的车可以为你赚钱。”马斯克还提到了电动皮卡Cybertruck。他指出，这款车在最近一周内的产量达到了创纪录的1300辆，并计划在2024年底前提升至每周2500辆。马斯克调侃道，Cybertruck看起来像是未来的东西。“这是一个了不起的产品，我认为这是我们最好的产品。”此外，特斯拉的电动卡车拖头Semi处于小批量生产状态。马斯克在上周批准了这款车的满负荷生产计划，他认为Semi可能会让公司财务发生变化。会上，马斯克还预告了特斯拉正在开发的三款车型。他透露，这些车型将非常特别，但没有提供新车型的任何细节。关于Optimus机器人、AI特斯拉的Optimus机器人进展显著。马斯克承诺，特斯拉将在2025年开始“限量生产”Optimus机器人。他预测，明年公司将“有1000多个或数千个擎天柱机器人在特斯拉工作”。马斯克指出，人形机器人市场会很大，Optimus未来市场价值达25万亿美元。“我认为Optimus的市场价值将达到25万亿美元，要达到这个目标需要巨大的努力，我们正在加速前进。”他还提到，Optimus的售价可能低至1万美元，远低于汽车的售价。如果每台售价为2万美元，特斯拉每年可获利一万亿美元。马斯克认为，未来人形机器人与人类比例至少将达到2:1，最少也是1:1。这也意味着未来将有100亿个人形机器人，甚至是200亿到300亿个。特斯拉的目标是年产10亿台，占据市场10%以上份额。关于AI，马斯克表示，特斯拉的AI在现实世界中领先Meta、谷歌、OpenAI。目前特斯拉已经完成了其HW5的设计，称之为“AI 5”。马斯克指出，目前消费者所看到的一切仅仅是基于特斯拉HW3，甚至还没有达到其最大潜力。相比之下，HW4的性能比HW3提升了3到8倍，而HW5将比HW4提升10倍，预计将在大约18个月内推出。马斯克明确拒绝使用别家芯片。他提到苹果和英伟达说：“没有哪家公司的（AI）芯片比我们车内的芯片更适合放在我们的车里。”特斯拉市值5年翻10倍、超10个苹果对于特斯拉的未来，马斯克称令人兴奋。“我们不仅仅是开启了特斯拉的新篇章，我们正在写一本新书。”在演讲中，马斯克除了介绍特斯拉取得的成就，还预测特斯拉的市值在5年后将达到现在的10倍。在谈及特斯拉何时能够登顶全球最高市值公司时，马斯克“豪情壮志”地称，特斯拉的市值有潜力增长至当下市值最高的公司的10倍。马斯克非常赞同近期“木头姐”凯茜·伍德给特斯拉设定5万亿美元估值的报告。他认为，方舟基金对于特斯拉的预测是最为准确的。到2029年，特斯拉市值将达到7万亿美元；也就是说，5年后其市值将达到现在的10倍。目前，苹果已超过微软，成为最大市值的公司，市值约为3.3万亿美元。这也就意味着，马斯克认为特斯拉未来的市值可能超过33万亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300615567224936,"gmtCreate":1714411868987,"gmtModify":1714411872369,"author":{"id":"4102060026515790","authorId":"4102060026515790","name":"bencai","avatar":"https://static.tigerbbs.com/178060d31a7752498df99cbefa55291c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特斯拉FSD如果真的落地了,绝对是场新的变革","listText":"特斯拉FSD如果真的落地了,绝对是场新的变革","text":"特斯拉FSD如果真的落地了,绝对是场新的变革","images":[{"img":"https://static.tigerbbs.com/489bb01f0c69564a3c631187dd0b1a94","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300615567224936","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288217816564032,"gmtCreate":1711391278719,"gmtModify":1711393279969,"author":{"id":"4102060026515790","authorId":"4102060026515790","name":"bencai","avatar":"https://static.tigerbbs.com/178060d31a7752498df99cbefa55291c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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