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荷马先生

荷马先生

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04-21

只有这一招才能挽回股价雪崩的危险

特斯拉多头王牌分析师喊话马斯克！若执迷DOGE将引发"红色警报"

04-13

只有继续保持贸易逆差，就可以保持美债市场稳定。如果想终结逆差，美债就会继续动荡，因为美元顺差缩减就会导致美元流动性预期缩减，美债买盘枯竭

谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”

04-11

$美国超微公司(AMD)$ 中国芯片报关以台积电造为国产税率，利好

03-17

沉醉在春梦醒不了

抱歉，原内容已删除

03-17

2家在特斯拉历史上从来都没有准过

抱歉，原内容已删除

03-13

下跌时负面消息轰炸

抱歉，原内容已删除

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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\">2025-04-21 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>韦德布什证券公司分析师丹·艾夫斯表示，埃隆·马斯克应当从政府效率部的争议性工作中抽身，重新聚焦<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司。他警告这家电动汽车制造商在周二公布一季度财报之际正面临&#34;红色警报&#34;时刻。</p><p style=\"text-align: start;\">&#34;马斯克必须离开政府部门，大幅减少对DOGE的投入，重新全职担任特斯拉CEO，&#34;艾夫斯在周日给客户的报告中写道，&#34;特斯拉即马斯克，马斯克即特斯拉......任何认为马斯克造成的品牌损害无关紧要的人，都应该去和欧美亚三地的汽车买家谈谈，这些对话会改变你的看法。&#34;</p><p style=\"text-align: start;\">两周前，鉴于马斯克与美国总统特朗普贸易政策引发的品牌危机，艾夫斯将特斯拉目标股价大幅下调43%。他最担忧的是特斯拉可能受到中国对特朗普关税政策反制的波及——该公司去年超两成营收来自中国市场。作为特朗普政府精简联邦机构的核心人物，马斯克激怒了这家美国电动车龙头的重要客户群体——进步派消费者。</p><p style=\"text-align: start;\">&#34;不幸的是，特斯拉已成为特朗普政府/DOGE的全球政治象征，&#34;艾夫斯列举多项佐证：就职典礼以来特斯拉股价暴跌、一季度交付数据惨淡、抗议活动持续发酵。他警告：&#34;由于马斯克通过DOGE造成的品牌损害，未来特斯拉买家需求可能永久性减少15%-20%。&#34;</p><p style=\"text-align: start;\">特斯拉股价自1月17日以来已下跌43%。周二财报公布时，公司将面临关于2025年销量目标、自动驾驶进展、Robotaxi计划及关税影响盈利等质询。而悬于这一切之上的，是马斯克在白宫的角色定位。</p><p style=\"text-align: start;\">这位全球首富作为政府特聘人员，按规定每年仅需履职130天。知情人士本月初透露，马斯克预计在完成130天任期后退出政府职务。</p><p style=\"text-align: start;\">艾夫斯强调仍看好特斯拉前景，维持&#34;跑赢大盘&#34;评级，称其为&#34;未来几年全球最具颠覆性的科技企业之一&#34;。但他指出特斯拉需要召回&#34;最重要资产&#34;——让马斯克全职回归。</p><p style=\"text-align: start;\">&#34;我们视此为命运分岔口：若马斯克离开白宫，虽会造成永久性品牌损伤，但特斯拉将重获核心战略家全职执掌；若选择留任，或将改写特斯拉未来命运，品牌损害将持续扩大。&#34;艾夫斯在报告中总结道。</p><p><em>本文编译自Bloomberg 《Tesla Bull Ives Warns of ‘Code Red’ If Musk Sticks With DOGE》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129058728","content_text":"韦德布什证券公司分析师丹·艾夫斯表示，埃隆·马斯克应当从政府效率部的争议性工作中抽身，重新聚焦特斯拉公司。他警告这家电动汽车制造商在周二公布一季度财报之际正面临\"红色警报\"时刻。\"马斯克必须离开政府部门，大幅减少对DOGE的投入，重新全职担任特斯拉CEO，\"艾夫斯在周日给客户的报告中写道，\"特斯拉即马斯克，马斯克即特斯拉......任何认为马斯克造成的品牌损害无关紧要的人，都应该去和欧美亚三地的汽车买家谈谈，这些对话会改变你的看法。\"两周前，鉴于马斯克与美国总统特朗普贸易政策引发的品牌危机，艾夫斯将特斯拉目标股价大幅下调43%。他最担忧的是特斯拉可能受到中国对特朗普关税政策反制的波及——该公司去年超两成营收来自中国市场。作为特朗普政府精简联邦机构的核心人物，马斯克激怒了这家美国电动车龙头的重要客户群体——进步派消费者。\"不幸的是，特斯拉已成为特朗普政府/DOGE的全球政治象征，\"艾夫斯列举多项佐证：就职典礼以来特斯拉股价暴跌、一季度交付数据惨淡、抗议活动持续发酵。他警告：\"由于马斯克通过DOGE造成的品牌损害，未来特斯拉买家需求可能永久性减少15%-20%。\"特斯拉股价自1月17日以来已下跌43%。周二财报公布时，公司将面临关于2025年销量目标、自动驾驶进展、Robotaxi计划及关税影响盈利等质询。而悬于这一切之上的，是马斯克在白宫的角色定位。这位全球首富作为政府特聘人员，按规定每年仅需履职130天。知情人士本月初透露，马斯克预计在完成130天任期后退出政府职务。艾夫斯强调仍看好特斯拉前景，维持\"跑赢大盘\"评级，称其为\"未来几年全球最具颠覆性的科技企业之一\"。但他指出特斯拉需要召回\"最重要资产\"——让马斯克全职回归。\"我们视此为命运分岔口：若马斯克离开白宫，虽会造成永久性品牌损伤，但特斯拉将重获核心战略家全职执掌；若选择留任，或将改写特斯拉未来命运，品牌损害将持续扩大。\"艾夫斯在报告中总结道。本文编译自Bloomberg 《Tesla Bull Ives Warns of ‘Code Red’ If Musk Sticks With DOGE》","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424076032070272,"gmtCreate":1744552917864,"gmtModify":1744553643059,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"只有继续保持贸易逆差，就可以保持美债市场稳定。如果想终结逆差，美债就会继续动荡，因为美元顺差缩减就会导致美元流动性预期缩减，美债买盘枯竭","listText":"只有继续保持贸易逆差，就可以保持美债市场稳定。如果想终结逆差，美债就会继续动荡，因为美元顺差缩减就会导致美元流动性预期缩减，美债买盘枯竭","text":"只有继续保持贸易逆差，就可以保持美债市场稳定。如果想终结逆差，美债就会继续动荡，因为美元顺差缩减就会导致美元流动性预期缩减，美债买盘枯竭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424076032070272","repostId":"2527955655","repostType":4,"repost":{"id":"2527955655","kind":"news","pubTimestamp":1744524790,"share":"https://www.laohu8.com/m/news/2527955655?lang=&edition=full","pubTime":"2025-04-13 14:13","market":"hk","language":"zh","title":"谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”","url":"https://stock-news.laohu8.com/highlight/detail?id=2527955655","media":"华尔街见闻","summary":"花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。","content":"<html><head></head><body><blockquote><p>花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。</p></blockquote><p>本周美国国债收益率不断攀高，美债市场经历了自2023年3月银行业危机和2020年疫情以来最具挑战性的流动性事件。</p><p>一方面，年初以来的两次国债拍卖均未能取得预期的成功，美债收益率大幅上升，对冲基金的减仓显示出市场对利率的担忧加剧；另一方面，来自国际市场的需求疲软，及部分国家可能减持美债的风险也令投资者心存不安。</p><p>花旗Jabaz Mathai团队在11日中的研报指出，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。TIPS的实际利率下跌幅度也大于名义利率。4月2日至4月9日期间，外国官方持有的美债甚至增加了30亿美元。</p><p>这意味着，<strong>本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。</strong></p><p>2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。为避免类似情况重演，<strong>花旗提出四项潜在解决方案，包括豁免补充杠杆率、停止量化紧缩、调整国债回购计划以及取消20年期国债。</strong></p><h2 id=\"id_1538901297\">发生了什么？需求冲击与市场动荡、债券市场的“看跌期权”</h2><p>本周，美国国债市场经历了自2023年3月银行危机以来最严重的流动性事件之一。3年期、10年期和30年期国债的拍卖表现不佳，10年期国债收益率在本周初失去了对冲功能，随着股市下跌而上升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4060c8023415b5d949fa4d32e76465d2\" title=\"\" tg-width=\"1024\" tg-height=\"447\"/></p><p>周二的3年期国债拍卖表现不佳，引发了周三10年期国债拍卖的压力，而周四的30年期国债拍卖也面临巨大压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b29a6c479da2e1f9456a938fd0972d3a\" title=\"\" tg-width=\"684\" tg-height=\"560\"/></p><p>花旗表示，市场对此次动荡的反应是多方面的。<strong>掉期利差大幅下降，收益率曲线显著陡峭化，通胀保值债券（TIPS）的实际收益率也出现了大幅波动。</strong></p><p>本周另一个显著的现象是，特朗普政府推迟了关税政策的实施。花旗认为，政府可能担心国债收益率的上升会增加未来十年的利息支出，因此在国债收益率接近4.5%时，部分关税被推迟。</p><h2 id=\"id_2022442735\">原因是什么？</h2><p>市场普遍猜测，一些国家可能因美国关税政策而减少对美国国债的持有，但花旗通过分析美联储托管账户中的外国官方持有量数据发现，在4月2日至4月9日期间，<strong>外国官方持有的美国国债增加了30亿美元，</strong>这表明外国投资者可能并未大规模抛售美国国债。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aa9a3817a5b2f443d2ab0ff21cc8f04\" title=\"\" tg-width=\"1024\" tg-height=\"494\"/></p><p><strong>此外，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。</strong></p><blockquote><p>“例如，TY（10年期国债期货）的净基差在本周的波动中保持相对稳定，与2020年疫情期间的大幅波动相比，当前的基差水平较为温和。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211d156baf014537d4611d878e18500c\" title=\"\" tg-width=\"1024\" tg-height=\"520\"/></p></blockquote><p>这表明，期货市场的交易者并未因国债市场的抛售而过度恐慌，期货市场的定价机制仍在正常运行。</p><p><strong>以及，在此次抛售中，TIPS的实际利率下跌幅度大于名义利率。</strong>花旗认为，这不仅是因为市场对经济放缓的预期增加，还因为流动性溢价上升。这意味着，市场对通胀预期的调整不仅仅是基于经济基本面的变化，还反映了市场对流动性的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d81fd9b74f90ff7f78ba90905ac482c\" title=\"\" tg-width=\"1024\" tg-height=\"463\"/></p><p>因此，花旗认为，<strong>本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为：</strong></p><blockquote><p>“这增加了我们看到的纯粹买家因担心后端 UST 需求下降而罢工的可能性，并且很可能受到风险资产波动性增加的推动。”</p></blockquote><h2 id=\"id_3794455425\">那美国还有什么办法呢？</h2><p>买家罢工（buyers’ strike）是指投资者因对市场前景或政策不确定性而拒绝购买某些资产的现象。<strong>2023年的买家罢工持续了数月，最终通过财政部和美联储的联合声明才得以结束。</strong></p><p>但目前美联储和财政部还有哪些工具可以使用呢？花旗提出了以下几种可能的解决方案：</p><blockquote><p><strong>一是SLR（补充杠杆率）豁免</strong>，豁免国债和储备的SLR要求可能是最简单的解决方案，这将有助于提高经销商的中介能力，尤其是在前端市场。</p><p><strong>二是停止QT（量化紧缩）</strong>，如果QT停止，美联储将每月购买约150亿美元的旧国债，这将有助于稳定市场。</p><p><strong>三是调整国债回购计划</strong>，财政部可以引入一个“保证”的旧国债回购计划，以应对市场动荡。</p><p><strong>四是取消20年期国债发行</strong>，鉴于当前的供需失衡，取消20年期国债的发行是合理的，这将有助于支持长期国债的利差。</p></blockquote></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”</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谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-13 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745095><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。本周美国国债收益率不断攀高，美债市场经历了自2023年3月银行业危机和2020年疫情以来最具挑战性的流动性事件。一方面，年初以来的两次国债拍卖均未能取得预期的成功，美债收益率大幅上升，对冲基金的减仓显示出市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745095\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/068f476c706e578bd36a4f88f4b5485a","relate_stocks":{"SHY":"债券指数ETF-iShares Barclays 1-3年国债","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","UTHY":"US Treasury 30 Year Bond ETF","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4504":"桥水持仓","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IEF":"债券指数ETF-iShares Barclays 7-10年","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","USVN":"US TREASURY 7 YEAR NOTE 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UST 需求下降而罢工的可能性，并且很可能受到风险资产波动性增加的推动。”那美国还有什么办法呢？买家罢工（buyers’ strike）是指投资者因对市场前景或政策不确定性而拒绝购买某些资产的现象。2023年的买家罢工持续了数月，最终通过财政部和美联储的联合声明才得以结束。但目前美联储和财政部还有哪些工具可以使用呢？花旗提出了以下几种可能的解决方案：一是SLR（补充杠杆率）豁免，豁免国债和储备的SLR要求可能是最简单的解决方案，这将有助于提高经销商的中介能力，尤其是在前端市场。二是停止QT（量化紧缩），如果QT停止，美联储将每月购买约150亿美元的旧国债，这将有助于稳定市场。三是调整国债回购计划，财政部可以引入一个“保证”的旧国债回购计划，以应对市场动荡。四是取消20年期国债发行，鉴于当前的供需失衡，取消20年期国债的发行是合理的，这将有助于支持长期国债的利差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423362898292984,"gmtCreate":1744378851270,"gmtModify":1744378852859,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 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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小摩：2023年市场最大风险是经济不衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.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/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358266394,"gmtCreate":1616700998018,"gmtModify":1616700998018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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20:05","market":"sh","language":"zh","title":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2106528058","media":"cnBeta","summary":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。","content":"<html><body><p>原标题：媒体曝<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>欲斥资2300亿元买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>20%股份 来源：快科技</p><p>今日，有媒体突然报道，美国特斯拉公司，<font>寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。</font>不过，当前的消息准确性正在核实。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/433/w969h264/20210127/6280-kicwvzr0866546.png/w720fin.jpg\"/></div><p>作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，<font>随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，</font>比亚迪也受到了车迷、投资者更热烈的关注与欢迎。</p><p>从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。</p><p>当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，<font>其在A股的股价为257元，市值为7011亿元。</font></p><p>与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。</p><p><font>从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/204/w600h404/20210127/cd22-kicwvzr0732113.png/w720fin.jpg\"/></div><p>此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。</p><p>与此前的DM车型相比较，DM-i更注重燃油经济性，<font>此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。</font></p><p>可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。</p><p>而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106528058","content_text":"原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，比亚迪也受到了车迷、投资者更热烈的关注与欢迎。从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。与此前的DM车型相比较，DM-i更注重燃油经济性，此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397437730,"gmtCreate":1608306687920,"gmtModify":1703852426780,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>承诺回购的怎么不兑现承诺","text":"$百度(BIDU)$承诺回购的怎么不兑现承诺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/143062266","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}