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一剑飘扬

一剑飘扬

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04-30 12:33

结合META之前的几个季度的财报，给人惊喜最大，应该是META有戏。

04-22

$特斯拉(TSLA)$ 看涨，所有利空都有ALL IN，关键是马斯克财报上的讲话，对ROBOXAXI的进展和推进，这是特斯拉对世界商业模式的又一次颠覆

04-20

昨天CNN对川普的民调是创了新高54%的支持率，今天这一家左媒又说川普的支持率创了新低。可见左媒的公信力比卫生纸都不如。

04-18

复活节彩蛋大作战

04-18

弱智的提问，连最底端的阉割版都如获至宝的抢，所谓的国产替代只是在给韭菜打鸡血…

04-14

小米是网红汽车，雷军是大网红，利用民粹和流量收割，本质跟华为一个套路。

04-13

都在炒美股了，居然还从墙内获取信息？去X上看看川普的原文很难吗？川普极致施压再给一颗甜枣，这是他的一贯交易艺术，居然被韭菜们解读为示弱？

04-12

最难的是控制住自己的手。

04-04

$特斯拉(TSLA)$ 马斯克都亲自辟谣了是假消息，你居然还在根据假消息进行讨论？

04-01

$特斯拉(TSLA)$ 这得多脑残才问的出这样的问题？股价已经腰斩早就兑现了利空，还在拿一二月份的销量来说事，三月份中国的销量都快创新高了，美国的三月份的销量同样乐观，很多州的车已经售罄。

03-31

大摩一向不靠谱，别以为外国券商不割韭菜。

03-30

还在什么比亚迪跟特斯拉做比较，既蠢又坏。

02-11

收购OPENAI对特斯拉股价短期是利空，说明马斯克又要卖股票筹集了。

02-06

看看马斯克只带领六个年轻人就横扫整个腐朽体制，在无数人认为不可能做到事情，马斯克认为只要概率高于零就可以全力以赴，然后奇迹般做到了。相对于对抗整个腐朽体制，FSD和机器人其实并不是什么难事，我相信木头姐说的，四年内特斯拉的估值中枢在2600美元。

02-05

马斯克和川普向全球极左政府宣战，不在乎短期阵痛。

特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象

01-22

$特斯拉(TSLA)$ 四季度销量虽然轻微下滑，但储能爆炸式增长，最大的看到是FSD的订阅率，期待马斯克的画饼。

01-22

$特斯拉(TSLA)$ 估计四季度业绩小幅超预期，储能大幅超预期，关键看FSD掺透率。

01-21

取消繁琐的审批程序，放松监管，做到真正的小政府大社会，才是这些公司被看好真正原因，尤其是特斯拉。

01-20

现价到450也就不到5个点涨幅，目标价这么低，还搞个毛线…

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这得多脑残才问的出这样的问题？股价已经腰斩早就兑现了利空，还在拿一二月份的销量来说事，三月份中国的销量都快创新高了，美国的三月份的销量同样乐观，很多州的车已经售罄。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这得多脑残才问的出这样的问题？股价已经腰斩早就兑现了利空，还在拿一二月份的销量来说事，三月份中国的销量都快创新高了，美国的三月份的销量同样乐观，很多州的车已经售罄。","text":"$特斯拉(TSLA)$ 这得多脑残才问的出这样的问题？股价已经腰斩早就兑现了利空，还在拿一二月份的销量来说事，三月份中国的销量都快创新高了，美国的三月份的销量同样乐观，很多州的车已经售罄。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419735764722344","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419225848279448,"gmtCreate":1743391140868,"gmtModify":1743391142248,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"大摩一向不靠谱，别以为外国券商不割韭菜。","listText":"大摩一向不靠谱，别以为外国券商不割韭菜。","text":"大摩一向不靠谱，别以为外国券商不割韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419225848279448","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418975966458400,"gmtCreate":1743330579769,"gmtModify":1743336697382,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"还在什么比亚迪跟特斯拉做比较，既蠢又坏。","listText":"还在什么比亚迪跟特斯拉做比较，既蠢又坏。","text":"还在什么比亚迪跟特斯拉做比较，既蠢又坏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418975966458400","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402475193184656,"gmtCreate":1739278889640,"gmtModify":1739278891261,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"收购OPENAI对特斯拉股价短期是利空，说明马斯克又要卖股票筹集了。","listText":"收购OPENAI对特斯拉股价短期是利空，说明马斯克又要卖股票筹集了。","text":"收购OPENAI对特斯拉股价短期是利空，说明马斯克又要卖股票筹集了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402475193184656","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400701013078240,"gmtCreate":1738835267835,"gmtModify":1738835749640,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"看看马斯克只带领六个年轻人就横扫整个腐朽体制，在无数人认为不可能做到事情，马斯克认为只要概率高于零就可以全力以赴，然后奇迹般做到了。相对于对抗整个腐朽体制，FSD和机器人其实并不是什么难事，我相信木头姐说的，四年内特斯拉的估值中枢在2600美元。","listText":"看看马斯克只带领六个年轻人就横扫整个腐朽体制，在无数人认为不可能做到事情，马斯克认为只要概率高于零就可以全力以赴，然后奇迹般做到了。相对于对抗整个腐朽体制，FSD和机器人其实并不是什么难事，我相信木头姐说的，四年内特斯拉的估值中枢在2600美元。","text":"看看马斯克只带领六个年轻人就横扫整个腐朽体制，在无数人认为不可能做到事情，马斯克认为只要概率高于零就可以全力以赴，然后奇迹般做到了。相对于对抗整个腐朽体制，FSD和机器人其实并不是什么难事，我相信木头姐说的，四年内特斯拉的估值中枢在2600美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400701013078240","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400263782154704,"gmtCreate":1738747089873,"gmtModify":1738748279480,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","listText":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","text":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400263782154704","repostId":"2509128504","repostType":2,"repost":{"id":"2509128504","kind":"news","pubTimestamp":1738715400,"share":"https://www.laohu8.com/m/news/2509128504?lang=&edition=full","pubTime":"2025-02-05 08:30","market":"sh","language":"zh","title":"特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象","url":"https://stock-news.laohu8.com/highlight/detail?id=2509128504","media":"环球市场播报","summary":"对埃隆·马斯克来说，今年是重要的一年。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/103/w550h353/20250205/8a3c-6082b033b2dd2c5b094709c026352ac6.jpg\"/><span></span></div>\n<p>　　对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。</p>\n<p>　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。</p>\n<p>　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。</p>\n<p>　　在挪威，特斯拉1月份的销量下跌了38%，Model Y销量从第一跌至第六位，Model 3跌至第七位，尽管挪威电动汽车市场整体而言仍在蓬勃发展，电动汽车在新车销量中占比达到惊人的96%，</p>\n<p>　　瑞典的情况也类似。今年1月，特斯拉的销量下降了44%。在法国，销量下降了60%以上。在这两个国家，新车电动汽车市场都很强劲。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。</p>\n<p>　　导致特斯拉销量下滑的还有其他因素，包括更激烈的竞争、库存状况以及特斯拉新车型发布的时间。但现实情况是，许多人认为特斯拉的电动汽车质量上乘，物有所值，因此，越来越多的调查将销量下滑的原因指向马斯克个人因素也就不足为奇了。</p>\n<p>　　在瑞典，Novus集团的一项调查发现，只有11%的人喜欢特斯拉品牌。英国电动汽车新闻网站Electrifying.com的一项调查发现，60%的购车者现在表示，马斯克的声誉和政治活动正在阻止他们购买特斯拉汽车。</p>\n<p>　　英国的调查显示，这种情绪在当前和未来的电动汽车司机中都存在。该调查指出，中国电动汽车公司<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已超过特斯拉，成为全球最大的电动汽车生产商。</p>\n<p>　　中国电动汽车制造商在英国消费者中也越来越受欢迎，61%的现有电动汽车车主和56%的潜在买家愿意购买中国品牌的电动汽车——这是一个巨大的观念转变。</p>\n<p>　　的确，特斯拉人气下降的同时，竞争也在加剧。消费者现在有了更多的选择，可供选择的车型数量从几年前的25种跃升至今天的133种以上。</p>\n<p>　　但电动汽车顾问、策略师和行业评论员詹姆斯·<a href=\"https://laohu8.com/S/CRI\">卡特</a>（James Carter ）表示，他毫不怀疑马斯克的政治言论正在影响公众对该公司的看法。</p>\n<p>　　去年11月，有媒体报道称，特斯拉车主开始反对马斯克的分裂政治。许多人都在他们的特斯拉汽车上贴了这样的贴纸：“我们在知道埃隆·马斯克疯了之前就买了这辆特斯拉。”</p>\n<p>　　今年1月，主要品牌估值和战略咨询公司Brand Finance的研究发现，特斯拉的品牌价值在一年内下降了26%，从2024年初的583亿美元降至430亿美元。</p>\n<p>　　“我们看到更多报道显示品牌恶化，” 卡特称。</p>\n<p>　　“传统上，我们从未见过原始设备制造商（OEM）的首席执行官像马斯克这样引起争议，无论是在社交媒体上，还是在政治上，尤其是在极左或极右方面。”</p>\n<p>　　卡特表示，重要的是不要低估品牌认知度的重要性，但他指出，特斯拉从电动汽车市场的主导地位跌落有一系列因素在起作用。</p>\n<p>　　卡特说：“主要有两件事，第一件是（马斯克的声誉），第二件可能更重要的是，2024年特斯拉的产品普遍较旧。”</p>\n<p>　　“Model S和Model X的形状与11年和13年前一样，而最畅销的Model Y是5年前推出的。谢天谢地，Model 3已经更新了，但它的形状还是一样的，Cybertruck显然还没有在欧洲或澳大利亚上市。</p>\n<p>　　“所以，这是一个老化的产品阵容，我认为这是特斯拉放缓的真正原因。”</p>\n<p>　　特斯拉大胆的Cybertruck并没有像预期的那样销售强劲，据报道只有5%的预订转化为销售。</p>\n<p>　　代号为Juniper的升级版Model Y将于5月在澳大利亚市场上市，这可能会给该公司带来显著的销售提振。</p>\n<p>　　卡特表示，评论人士观察到的声誉影响可能会持续到2025年，并指出美国和加拿大之间不断升级的贸易争端正在蔓延到马斯克的商业利益。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","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>特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象</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; 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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特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 08:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。\n　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLA":"特斯拉","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4598":"佩洛西持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2509128504","content_text":"对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。\n　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。\n　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。\n　　在挪威，特斯拉1月份的销量下跌了38%，Model Y销量从第一跌至第六位，Model 3跌至第七位，尽管挪威电动汽车市场整体而言仍在蓬勃发展，电动汽车在新车销量中占比达到惊人的96%，\n　　瑞典的情况也类似。今年1月，特斯拉的销量下降了44%。在法国，销量下降了60%以上。在这两个国家，新车电动汽车市场都很强劲。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。\n　　导致特斯拉销量下滑的还有其他因素，包括更激烈的竞争、库存状况以及特斯拉新车型发布的时间。但现实情况是，许多人认为特斯拉的电动汽车质量上乘，物有所值，因此，越来越多的调查将销量下滑的原因指向马斯克个人因素也就不足为奇了。\n　　在瑞典，Novus集团的一项调查发现，只有11%的人喜欢特斯拉品牌。英国电动汽车新闻网站Electrifying.com的一项调查发现，60%的购车者现在表示，马斯克的声誉和政治活动正在阻止他们购买特斯拉汽车。\n　　英国的调查显示，这种情绪在当前和未来的电动汽车司机中都存在。该调查指出，中国电动汽车公司比亚迪已超过特斯拉，成为全球最大的电动汽车生产商。\n　　中国电动汽车制造商在英国消费者中也越来越受欢迎，61%的现有电动汽车车主和56%的潜在买家愿意购买中国品牌的电动汽车——这是一个巨大的观念转变。\n　　的确，特斯拉人气下降的同时，竞争也在加剧。消费者现在有了更多的选择，可供选择的车型数量从几年前的25种跃升至今天的133种以上。\n　　但电动汽车顾问、策略师和行业评论员詹姆斯·卡特（James Carter ）表示，他毫不怀疑马斯克的政治言论正在影响公众对该公司的看法。\n　　去年11月，有媒体报道称，特斯拉车主开始反对马斯克的分裂政治。许多人都在他们的特斯拉汽车上贴了这样的贴纸：“我们在知道埃隆·马斯克疯了之前就买了这辆特斯拉。”\n　　今年1月，主要品牌估值和战略咨询公司Brand Finance的研究发现，特斯拉的品牌价值在一年内下降了26%，从2024年初的583亿美元降至430亿美元。\n　　“我们看到更多报道显示品牌恶化，” 卡特称。\n　　“传统上，我们从未见过原始设备制造商（OEM）的首席执行官像马斯克这样引起争议，无论是在社交媒体上，还是在政治上，尤其是在极左或极右方面。”\n　　卡特表示，重要的是不要低估品牌认知度的重要性，但他指出，特斯拉从电动汽车市场的主导地位跌落有一系列因素在起作用。\n　　卡特说：“主要有两件事，第一件是（马斯克的声誉），第二件可能更重要的是，2024年特斯拉的产品普遍较旧。”\n　　“Model S和Model X的形状与11年和13年前一样，而最畅销的Model Y是5年前推出的。谢天谢地，Model 3已经更新了，但它的形状还是一样的，Cybertruck显然还没有在欧洲或澳大利亚上市。\n　　“所以，这是一个老化的产品阵容，我认为这是特斯拉放缓的真正原因。”\n　　特斯拉大胆的Cybertruck并没有像预期的那样销售强劲，据报道只有5%的预订转化为销售。\n　　代号为Juniper的升级版Model Y将于5月在澳大利亚市场上市，这可能会给该公司带来显著的销售提振。\n　　卡特表示，评论人士观察到的声誉影响可能会持续到2025年，并指出美国和加拿大之间不断升级的贸易争端正在蔓延到马斯克的商业利益。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395262873137280,"gmtCreate":1737510367498,"gmtModify":1737510369256,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 四季度销量虽然轻微下滑，但储能爆炸式增长，最大的看到是FSD的订阅率，期待马斯克的画饼。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 四季度销量虽然轻微下滑，但储能爆炸式增长，最大的看到是FSD的订阅率，期待马斯克的画饼。","text":"$特斯拉(TSLA)$ 四季度销量虽然轻微下滑，但储能爆炸式增长，最大的看到是FSD的订阅率，期待马斯克的画饼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395262873137280","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395223840920056,"gmtCreate":1737500855323,"gmtModify":1737500856980,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 估计四季度业绩小幅超预期，储能大幅超预期，关键看FSD掺透率。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 估计四季度业绩小幅超预期，储能大幅超预期，关键看FSD掺透率。","text":"$特斯拉(TSLA)$ 估计四季度业绩小幅超预期，储能大幅超预期，关键看FSD掺透率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395223840920056","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395062604808640,"gmtCreate":1737461033524,"gmtModify":1737464796914,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"取消繁琐的审批程序，放松监管，做到真正的小政府大社会，才是这些公司被看好真正原因，尤其是特斯拉。","listText":"取消繁琐的审批程序，放松监管，做到真正的小政府大社会，才是这些公司被看好真正原因，尤其是特斯拉。","text":"取消繁琐的审批程序，放松监管，做到真正的小政府大社会，才是这些公司被看好真正原因，尤其是特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395062604808640","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394621778026720,"gmtCreate":1737364040973,"gmtModify":1737364042674,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"现价到450也就不到5个点涨幅，目标价这么低，还搞个毛线…","listText":"现价到450也就不到5个点涨幅，目标价这么低，还搞个毛线…","text":"现价到450也就不到5个点涨幅，目标价这么低，还搞个毛线…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394621778026720","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":429941379244224,"gmtCreate":1745987625007,"gmtModify":1745987627257,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"结合META之前的几个季度的财报，给人惊喜最大，应该是META有戏。","listText":"结合META之前的几个季度的财报，给人惊喜最大，应该是META有戏。","text":"结合META之前的几个季度的财报，给人惊喜最大，应该是META有戏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429941379244224","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424440665273096,"gmtCreate":1744632114321,"gmtModify":1744632115844,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"小米是网红汽车，雷军是大网红，利用民粹和流量收割，本质跟华为一个套路。","listText":"小米是网红汽车，雷军是大网红，利用民粹和流量收割，本质跟华为一个套路。","text":"小米是网红汽车，雷军是大网红，利用民粹和流量收割，本质跟华为一个套路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424440665273096","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420641603363376,"gmtCreate":1743726577512,"gmtModify":1743726579242,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"<a 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信木头姐说的，四年内特斯拉的估值中枢在2600美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400701013078240","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400263782154704,"gmtCreate":1738747089873,"gmtModify":1738748279480,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","listText":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","text":"马斯克和川普向全球极左政府宣战，不在乎短期阵痛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400263782154704","repostId":"2509128504","repostType":2,"repost":{"id":"2509128504","kind":"news","pubTimestamp":1738715400,"share":"https://www.laohu8.com/m/news/2509128504?lang=&edition=full","pubTime":"2025-02-05 08:30","market":"sh","language":"zh","title":"特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象","url":"https://stock-news.laohu8.com/highlight/detail?id=2509128504","media":"环球市场播报","summary":"对埃隆·马斯克来说，今年是重要的一年。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/103/w550h353/20250205/8a3c-6082b033b2dd2c5b094709c026352ac6.jpg\"/><span></span></div>\n<p>　　对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。</p>\n<p>　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。</p>\n<p>　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。</p>\n<p>　　在挪威，特斯拉1月份的销量下跌了38%，Model Y销量从第一跌至第六位，Model 3跌至第七位，尽管挪威电动汽车市场整体而言仍在蓬勃发展，电动汽车在新车销量中占比达到惊人的96%，</p>\n<p>　　瑞典的情况也类似。今年1月，特斯拉的销量下降了44%。在法国，销量下降了60%以上。在这两个国家，新车电动汽车市场都很强劲。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。</p>\n<p>　　导致特斯拉销量下滑的还有其他因素，包括更激烈的竞争、库存状况以及特斯拉新车型发布的时间。但现实情况是，许多人认为特斯拉的电动汽车质量上乘，物有所值，因此，越来越多的调查将销量下滑的原因指向马斯克个人因素也就不足为奇了。</p>\n<p>　　在瑞典，Novus集团的一项调查发现，只有11%的人喜欢特斯拉品牌。英国电动汽车新闻网站Electrifying.com的一项调查发现，60%的购车者现在表示，马斯克的声誉和政治活动正在阻止他们购买特斯拉汽车。</p>\n<p>　　英国的调查显示，这种情绪在当前和未来的电动汽车司机中都存在。该调查指出，中国电动汽车公司<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已超过特斯拉，成为全球最大的电动汽车生产商。</p>\n<p>　　中国电动汽车制造商在英国消费者中也越来越受欢迎，61%的现有电动汽车车主和56%的潜在买家愿意购买中国品牌的电动汽车——这是一个巨大的观念转变。</p>\n<p>　　的确，特斯拉人气下降的同时，竞争也在加剧。消费者现在有了更多的选择，可供选择的车型数量从几年前的25种跃升至今天的133种以上。</p>\n<p>　　但电动汽车顾问、策略师和行业评论员詹姆斯·<a href=\"https://laohu8.com/S/CRI\">卡特</a>（James Carter ）表示，他毫不怀疑马斯克的政治言论正在影响公众对该公司的看法。</p>\n<p>　　去年11月，有媒体报道称，特斯拉车主开始反对马斯克的分裂政治。许多人都在他们的特斯拉汽车上贴了这样的贴纸：“我们在知道埃隆·马斯克疯了之前就买了这辆特斯拉。”</p>\n<p>　　今年1月，主要品牌估值和战略咨询公司Brand Finance的研究发现，特斯拉的品牌价值在一年内下降了26%，从2024年初的583亿美元降至430亿美元。</p>\n<p>　　“我们看到更多报道显示品牌恶化，” 卡特称。</p>\n<p>　　“传统上，我们从未见过原始设备制造商（OEM）的首席执行官像马斯克这样引起争议，无论是在社交媒体上，还是在政治上，尤其是在极左或极右方面。”</p>\n<p>　　卡特表示，重要的是不要低估品牌认知度的重要性，但他指出，特斯拉从电动汽车市场的主导地位跌落有一系列因素在起作用。</p>\n<p>　　卡特说：“主要有两件事，第一件是（马斯克的声誉），第二件可能更重要的是，2024年特斯拉的产品普遍较旧。”</p>\n<p>　　“Model S和Model X的形状与11年和13年前一样，而最畅销的Model Y是5年前推出的。谢天谢地，Model 3已经更新了，但它的形状还是一样的，Cybertruck显然还没有在欧洲或澳大利亚上市。</p>\n<p>　　“所以，这是一个老化的产品阵容，我认为这是特斯拉放缓的真正原因。”</p>\n<p>　　特斯拉大胆的Cybertruck并没有像预期的那样销售强劲，据报道只有5%的预订转化为销售。</p>\n<p>　　代号为Juniper的升级版Model Y将于5月在澳大利亚市场上市，这可能会给该公司带来显著的销售提振。</p>\n<p>　　卡特表示，评论人士观察到的声誉影响可能会持续到2025年，并指出美国和加拿大之间不断升级的贸易争端正在蔓延到马斯克的商业利益。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","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>特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象</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; 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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特斯拉全球销量暴跌，调查称马斯克个人因素拖累品牌形象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 08:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。\n　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLA":"特斯拉","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4598":"佩洛西持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-05/doc-ineiktkn2356358.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2509128504","content_text":"对埃隆·马斯克来说，今年是重要的一年。这位现在备受争议的科技亿万富翁因为他与美国总统特朗普的亲密联盟、他对美国政府项目的削减、他的阴谋论以及他对欧洲政治事务的指手画脚而屡屡登上新闻头条。\n　　很明显，马斯克涉足美国和欧洲政治至少对他的一部分商业利益产生了影响。特斯拉过去十年中一直是向电动汽车过渡的领军企业，但目前在全球主要市场上，该公司的电动汽车销量正在暴跌。调查显示，马斯克的行为是一个主要原因。\n　　在澳大利亚，今年1月特斯拉的销量较去年同期暴跌33%，仅为2023年同期销量的四分之一。\n　　在挪威，特斯拉1月份的销量下跌了38%，Model Y销量从第一跌至第六位，Model 3跌至第七位，尽管挪威电动汽车市场整体而言仍在蓬勃发展，电动汽车在新车销量中占比达到惊人的96%，\n　　瑞典的情况也类似。今年1月，特斯拉的销量下降了44%。在法国，销量下降了60%以上。在这两个国家，新车电动汽车市场都很强劲。在西班牙，特斯拉的销量暴跌了75%，在英国、葡萄牙、丹麦和荷兰的销量也大幅下降。\n　　导致特斯拉销量下滑的还有其他因素，包括更激烈的竞争、库存状况以及特斯拉新车型发布的时间。但现实情况是，许多人认为特斯拉的电动汽车质量上乘，物有所值，因此，越来越多的调查将销量下滑的原因指向马斯克个人因素也就不足为奇了。\n　　在瑞典，Novus集团的一项调查发现，只有11%的人喜欢特斯拉品牌。英国电动汽车新闻网站Electrifying.com的一项调查发现，60%的购车者现在表示，马斯克的声誉和政治活动正在阻止他们购买特斯拉汽车。\n　　英国的调查显示，这种情绪在当前和未来的电动汽车司机中都存在。该调查指出，中国电动汽车公司比亚迪已超过特斯拉，成为全球最大的电动汽车生产商。\n　　中国电动汽车制造商在英国消费者中也越来越受欢迎，61%的现有电动汽车车主和56%的潜在买家愿意购买中国品牌的电动汽车——这是一个巨大的观念转变。\n　　的确，特斯拉人气下降的同时，竞争也在加剧。消费者现在有了更多的选择，可供选择的车型数量从几年前的25种跃升至今天的133种以上。\n　　但电动汽车顾问、策略师和行业评论员詹姆斯·卡特（James Carter ）表示，他毫不怀疑马斯克的政治言论正在影响公众对该公司的看法。\n　　去年11月，有媒体报道称，特斯拉车主开始反对马斯克的分裂政治。许多人都在他们的特斯拉汽车上贴了这样的贴纸：“我们在知道埃隆·马斯克疯了之前就买了这辆特斯拉。”\n　　今年1月，主要品牌估值和战略咨询公司Brand Finance的研究发现，特斯拉的品牌价值在一年内下降了26%，从2024年初的583亿美元降至430亿美元。\n　　“我们看到更多报道显示品牌恶化，” 卡特称。\n　　“传统上，我们从未见过原始设备制造商（OEM）的首席执行官像马斯克这样引起争议，无论是在社交媒体上，还是在政治上，尤其是在极左或极右方面。”\n　　卡特表示，重要的是不要低估品牌认知度的重要性，但他指出，特斯拉从电动汽车市场的主导地位跌落有一系列因素在起作用。\n　　卡特说：“主要有两件事，第一件是（马斯克的声誉），第二件可能更重要的是，2024年特斯拉的产品普遍较旧。”\n　　“Model S和Model X的形状与11年和13年前一样，而最畅销的Model Y是5年前推出的。谢天谢地，Model 3已经更新了，但它的形状还是一样的，Cybertruck显然还没有在欧洲或澳大利亚上市。\n　　“所以，这是一个老化的产品阵容，我认为这是特斯拉放缓的真正原因。”\n　　特斯拉大胆的Cybertruck并没有像预期的那样销售强劲，据报道只有5%的预订转化为销售。\n　　代号为Juniper的升级版Model Y将于5月在澳大利亚市场上市，这可能会给该公司带来显著的销售提振。\n　　卡特表示，评论人士观察到的声誉影响可能会持续到2025年，并指出美国和加拿大之间不断升级的贸易争端正在蔓延到马斯克的商业利益。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394357512912960,"gmtCreate":1737303729713,"gmtModify":1737303732154,"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552872046797513","idStr":"3552872046797513"},"themes":[],"htmlText":"特斯拉被投行分歧最大的股票，号称中国巴菲特的段永平还多次声称特斯拉价值为0呢，他每次谈到特斯拉就好像得了失心疯一样…","listText":"特斯拉被投行分歧最大的股票，号称中国巴菲特的段永平还多次声称特斯拉价值为0呢，他每次谈到特斯拉就好像得了失心疯一样…","text":"特斯拉被投行分歧最大的股票，号称中国巴菲特的段永平还多次声称特斯拉价值为0呢，他每次谈到特斯拉就好像得了失心疯一样…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394357512912960","repostId":"2504184176","repostType":2,"repost":{"id":"2504184176","kind":"news","pubTimestamp":1737098888,"share":"https://www.laohu8.com/m/news/2504184176?lang=&edition=full","pubTime":"2025-01-17 15:28","market":"us","language":"zh","title":"特斯拉现危险信号？富国银行预警股价或暴跌70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2504184176","media":"金融界","summary":"富国银行分析师表示，特斯拉的自动驾驶出租车并不足以挽救其因基本面疲软而面临困境的股价。该行预计，特斯拉股价将在未来一年内暴跌近70%，跌至125美元。此外，预计《通胀削减法案》中电动车税收抵免的取消将导致特斯拉价格上涨12%。富国银行分析师指出，特斯拉将是电动车税收抵免取消的最大受害者。例如，当德国削减电动车补贴后，特斯拉在当地的销量同比暴跌41%。富国银行认为，这一估值存在“实质性下行风险”。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）的自动驾驶出租车并不足以挽救其因基本面疲软而面临困境的股价。</p><p>尽管市场对特斯拉的看法因美国当选总统唐纳德·特朗普承诺放松行业监管以及他与特斯拉CEO埃隆·马斯克的密切关系而有所提振，但富国银行仍坚持给予特斯拉“减持”评级，这在华尔街分析师中属于少数派观点。</p><p>该行预计，特斯拉股价将在未来一年内暴跌近70%，跌至125美元。主要挑战包括基本面持续疲软、尽管降价但交付量仍未显著提升、以及来自中国电动车制造商的激烈竞争。此外，预计《通胀削减法案》中电动车税收抵免的取消将导致特斯拉价格上涨12%。</p><p>“尽管2024年有许多‘眼花缭乱’的表现，但这些问题依然存在，”富国银行分析师Colin Langan在周三的报告中写道。</p><p>富国银行分析师指出，特斯拉将是电动车税收抵免取消的最大受害者。例如，当德国削减电动车补贴后，特斯拉在当地的销量同比暴跌41%。</p><p>此外，这些分析师还警告投资者，不要对特斯拉的自动驾驶Cybercab出租车和人形机器人Optimus抱有过高期望。这两个项目仍处于开发阶段，但2024年其市场估值已飙升了7000亿美元。富国银行认为，这一估值存在“实质性下行风险”。</p><p>“我们认为，CyberCab项目的风险大于收益，因为在监管或安全方面可能出现的挫折将损害其可信度，”分析师们表示。责任编辑：钟离</p></article></body></html>","source":"tencent","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>特斯拉现危险信号？富国银行预警股价或暴跌70%</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011715491396070b81&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED 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Sayles US Growth Equity RA SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011715491396070b81&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2504184176","content_text":"富国银行分析师表示，特斯拉（TSLA）的自动驾驶出租车并不足以挽救其因基本面疲软而面临困境的股价。尽管市场对特斯拉的看法因美国当选总统唐纳德·特朗普承诺放松行业监管以及他与特斯拉CEO埃隆·马斯克的密切关系而有所提振，但富国银行仍坚持给予特斯拉“减持”评级，这在华尔街分析师中属于少数派观点。该行预计，特斯拉股价将在未来一年内暴跌近70%，跌至125美元。主要挑战包括基本面持续疲软、尽管降价但交付量仍未显著提升、以及来自中国电动车制造商的激烈竞争。此外，预计《通胀削减法案》中电动车税收抵免的取消将导致特斯拉价格上涨12%。“尽管2024年有许多‘眼花缭乱’的表现，但这些问题依然存在，”富国银行分析师Colin 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