知足常乐bhx的个人主页 - 老虎社区

知足常乐bhx

知足常乐bhx

暂无个人介绍

IP属地：山东

7关注

2粉丝

0主题

0勋章

知足常乐bhx

04-28 22:17

410元指日可待，特斯拉从来没让我们失望过！

知足常乐bhx

03-21

跌就是机会，短期看跌，长期看涨！

知足常乐bhx

02-14

大胆持有，相信马斯克！

特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？

知足常乐bhx

01-27

机会来了！

知足常乐bhx

01-27

竟然都信了[开心]

知足常乐bhx

01-17

$特斯拉(TSLA)$ 坚信马斯克，长期持有！

知足常乐bhx

01-14

$特斯拉(TSLA)$ 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！

知足常乐bhx

01-02

进场的好机会！

抱歉，原内容已删除

知足常乐bhx

2024-12-20

$特斯拉(TSLA)$ 特斯拉和英伟达都是有前途的优势股票，坚定看好！

知足常乐bhx

2024-12-19

600没问题，坚定持有！

知足常乐bhx

2024-12-12

还是特斯拉

知足常乐bhx

2024-11-22

$英伟达(NVDA)$ 看好英伟达，长期持有！

知足常乐bhx

2024-11-07

$特斯拉(TSLA)$ 300不止，肯定还要往上走

知足常乐bhx

2024-11-06

特斯拉将飞起来！

Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克

知足常乐bhx

2024-09-26

270是肯定的了，很快破300！

知足常乐bhx

2024-09-26

$特斯拉(TSLA)$ 很快到300 。

知足常乐bhx

2024-09-24

年前到320元，我坚信！

知足常乐bhx

2024-09-06

看300，指日可待！坚信马斯克！

知足常乐bhx

2024-07-31

坚信特斯拉，40%的上涨空间肯定没问题的！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4098273570374230","uuid":"4098273570374230","gmtCreate":1635255087538,"gmtModify":1643381990742,"name":"知足常乐bhx","pinyin":"zzclbhxzhizuchanglebhx","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":7,"tweetSize":30,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.28","exceedPercentage":"80.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":429375020270200,"gmtCreate":1745849846900,"gmtModify":1745849848917,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"410元指日可待，特斯拉从来没让我们失望过！","listText":"410元指日可待，特斯拉从来没让我们失望过！","text":"410元指日可待，特斯拉从来没让我们失望过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429375020270200","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415994112963056,"gmtCreate":1742569120420,"gmtModify":1742569122442,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"跌就是机会，短期看跌，长期看涨！","listText":"跌就是机会，短期看跌，长期看涨！","text":"跌就是机会，短期看跌，长期看涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415994112963056","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403536557269288,"gmtCreate":1739544461616,"gmtModify":1739544463720,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"大胆持有，相信马斯克！","listText":"大胆持有，相信马斯克！","text":"大胆持有，相信马斯克！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403536557269288","repostId":"2511662700","repostType":2,"repost":{"id":"2511662700","kind":"news","pubTimestamp":1739540521,"share":"https://www.laohu8.com/m/news/2511662700?lang=&edition=full","pubTime":"2025-02-14 21:42","market":"us","language":"zh","title":"特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2511662700","media":"智通财经","summary":"智通财经APP获悉，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。特斯拉股票目前的市盈率为 119 倍。巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。","content":"<html><head></head><body><p>2月12日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad938c6e3b1cc032649bf26172059d2c\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。</p><p>即使特斯拉股价在过去几天有所反弹，通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明，对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说，前景显然喜忧参半。</p><p>Fundstrat 技术策略主管Mark Newton表示：“我认为这只股票尚未触底，可能还会有一轮下跌，可能会在未来一两周内发生。”他认为，该股有可能回落至美国大选后的水平，即约 314 美元，较当前水平下跌约 12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29d4be853be4b9372a6b8597eea77246\" tg-width=\"482\" tg-height=\"281\"/></p><p>从去年11月初到12月中旬，特斯拉股价几乎翻了一番，因为投资者押注马斯克作为总统的重要捐助者和得力助手，会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。</p><p>然而，其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。随后，本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。</p><p><strong>反弹尚需时日</strong></p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI 分析师Chris McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。</p><p>他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。</p><p>特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。</p><p>“该公司未来增长的预期已被大幅计入股价，”<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。</p><p>Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b3e85407ad2a490e30b01aa1093c4c\" tg-width=\"485\" tg-height=\"279\"/></p><p>这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。</p><p>Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”</p><p><strong>脱离基本面，特斯拉“比特币化”</strong></p><p>尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。</p><p>巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。</p><p>Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。</p><p>Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳，但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注，使得投资者对其未来充满信心。</p><p>巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。</p></body></html>","source":"stock_zhitongcaijing","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“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？</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特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1250226.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月12日，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹，通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1250226.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4604":"机器人概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","TSYW.SI":"TESLA 3xLongSG261006","BK4598":"佩洛西持仓","BK4516":"特朗普概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1250226.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511662700","content_text":"2月12日，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹，通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明，对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说，前景显然喜忧参半。Fundstrat 技术策略主管Mark Newton表示：“我认为这只股票尚未触底，可能还会有一轮下跌，可能会在未来一两周内发生。”他认为，该股有可能回落至美国大选后的水平，即约 314 美元，较当前水平下跌约 12%。从去年11月初到12月中旬，特斯拉股价几乎翻了一番，因为投资者押注马斯克作为总统的重要捐助者和得力助手，会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。然而，其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。随后，本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。反弹尚需时日Evercore ISI 分析师Chris McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。“该公司未来增长的预期已被大幅计入股价，”盈透证券首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”脱离基本面，特斯拉“比特币化”尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳，但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注，使得投资者对其未来充满信心。巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397106780627440,"gmtCreate":1737990692888,"gmtModify":1737990694045,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"机会来了！","listText":"机会来了！","text":"机会来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397106780627440","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397113160175680,"gmtCreate":1737974186956,"gmtModify":1737974188502,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"竟然都信了[开心]","listText":"竟然都信了[开心]","text":"竟然都信了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397113160175680","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393408432660648,"gmtCreate":1737068412219,"gmtModify":1737068414037,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","text":"$特斯拉(TSLA)$ 坚信马斯克，长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393408432660648","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392481184211408,"gmtCreate":1736865895410,"gmtModify":1736865896758,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","text":"$特斯拉(TSLA)$ 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392481184211408","isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"鳄鱼十三","avatar":"https://static.tigerbbs.com/cc40cf1903ac9498bb09d5d4c181150a","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"摩根还说400跌到了138了","text":"摩根还说400跌到了138了","html":"摩根还说400跌到了138了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388291371270408,"gmtCreate":1735827612280,"gmtModify":1735827614080,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"进场的好机会！","listText":"进场的好机会！","text":"进场的好机会！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388291371270408","repostId":"1171835832","repostType":2,"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572347452617116","authorId":"3572347452617116","name":"黄晨奇_Oliven_","avatar":"https://static.tigerbbs.com/095ab4adf81203fcb38f26f97b7e6157","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572347452617116","authorIdStr":"3572347452617116"},"content":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","text":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","html":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383545815245320,"gmtCreate":1734680401769,"gmtModify":1734680403594,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","text":"$特斯拉(TSLA)$ 特斯拉和英伟达都是有前途的优势股票，坚定看好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383545815245320","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383294824669384,"gmtCreate":1734583248888,"gmtModify":1734583251941,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"600没问题，坚定持有！","listText":"600没问题，坚定持有！","text":"600没问题，坚定持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383294824669384","isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380804694454664,"gmtCreate":1734013994168,"gmtModify":1734013996426,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"还是特斯拉","listText":"还是特斯拉","text":"还是特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380804694454664","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373729972818352,"gmtCreate":1732283133839,"gmtModify":1732283135810,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好英伟达，长期持有！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好英伟达，长期持有！","text":"$英伟达(NVDA)$ 看好英伟达，长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373729972818352","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368439872770160,"gmtCreate":1730992619498,"gmtModify":1730992621032,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","text":"$特斯拉(TSLA)$ 300不止，肯定还要往上走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368439872770160","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368125080662016,"gmtCreate":1730896235655,"gmtModify":1730896237951,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"特斯拉将飞起来！","listText":"特斯拉将飞起来！","text":"特斯拉将飞起来！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368125080662016","repostId":"1156461281","repostType":2,"repost":{"id":"1156461281","kind":"news","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":1730885556,"share":"https://www.laohu8.com/m/news/1156461281?lang=&edition=full","pubTime":"2024-11-06 17:32","market":"us","language":"zh","title":"Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1156461281","media":"老虎资讯综合","summary":"特朗普对马斯克说，“这就是我爱你的原因，埃隆。”马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。","content":"<html><head></head><body><p>11月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a9576ae3fa47efe823bae2f50b0a8a\" tg-width=\"858\" tg-height=\"831\"/></p><p>综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”</p><p>马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。</p></body></html>","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>Wedbush：特朗普获胜的最大受益人将是特斯拉/马斯克</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\">\nWedbush：特朗普获胜的最大受益人将是特斯拉/马斯克\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\">2024-11-06 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a9576ae3fa47efe823bae2f50b0a8a\" tg-width=\"858\" tg-height=\"831\"/></p><p>综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”</p><p>马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156461281","content_text":"11月6日，特斯拉股价在美股盘前上涨13%，投资者押注该公司将成为特朗普第二次入主白宫的主要受益者。综合市场消息，特朗普在棕榈滩向欢呼雀跃的支持者发表讲话，期间观众席有粉丝喊道：“埃隆！”特朗普回应说：“我们有了一颗新星——一颗新星诞生了，他就是埃隆·马斯克！他是一个了不起的人，我们今晚坐在一起。他花了两个星期在费城和宾夕法尼亚州的不同地区进行竞选活动。”特朗普讲述了他观看SpaceX火箭发射的经历，说只有马斯克有能力做这样的事情。特朗普对马斯克说，“这就是我爱你的原因，埃隆。”他还赞扬了马斯克在最近北卡罗来纳州遭遇飓风后使用星链通信系统的举动，“这太棒了，他救了很多人的命”，“美国需要保护我们的超级天才，我们没有那么多像马斯克这样的天才。”马斯克“死忠粉”、美国投行Wedbush分析师Dan Ives发布推文，直言不讳的表达了他对马斯克和特斯拉的看好：特朗普获胜的最大受益人将是特斯拉/马斯克。我们认为，特朗普获胜对电动汽车行业来说是负面的，因为电车折扣/税收激励措施将被取消，但对特斯拉的影响是正面的，特斯拉在规模/价格上拥有巨大优势。特朗普获胜可能会使特斯拉股价上涨40-50美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580929167656,"gmtCreate":1727361670235,"gmtModify":1727361672277,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"270是肯定的了，很快破300！","listText":"270是肯定的了，很快破300！","text":"270是肯定的了，很快破300！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353580929167656","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580779897120,"gmtCreate":1727361615146,"gmtModify":1727361616633,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很快到300 。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很快到300 。","text":"$特斯拉(TSLA)$ 很快到300 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353580779897120","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352981369098264,"gmtCreate":1727185927293,"gmtModify":1727185929323,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"年前到320元，我坚信！","listText":"年前到320元，我坚信！","text":"年前到320元，我坚信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352981369098264","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346558556397656,"gmtCreate":1725638343068,"gmtModify":1725638345187,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"看300，指日可待！坚信马斯克！","listText":"看300，指日可待！坚信马斯克！","text":"看300，指日可待！坚信马斯克！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346558556397656","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333467991547936,"gmtCreate":1722440515362,"gmtModify":1722440517543,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"坚信特斯拉，40%的上涨空间肯定没问题的！","listText":"坚信特斯拉，40%的上涨空间肯定没问题的！","text":"坚信特斯拉，40%的上涨空间肯定没问题的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333467991547936","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":429375020270200,"gmtCreate":1745849846900,"gmtModify":1745849848917,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"410元指日可待，特斯拉从来没让我们失望过！","listText":"410元指日可待，特斯拉从来没让我们失望过！","text":"410元指日可待，特斯拉从来没让我们失望过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429375020270200","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392481184211408,"gmtCreate":1736865895410,"gmtModify":1736865896758,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","text":"$特斯拉(TSLA)$ 摩根士丹利分析师预测，特斯拉目标价800美元，我信！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392481184211408","isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"鳄鱼十三","avatar":"https://static.tigerbbs.com/cc40cf1903ac9498bb09d5d4c181150a","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"摩根还说400跌到了138了","text":"摩根还说400跌到了138了","html":"摩根还说400跌到了138了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283111412400360,"gmtCreate":1710147383762,"gmtModify":1710147518158,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 看多特斯拉，目标价500元","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 看多特斯拉，目标价500元","text":"$特斯拉(TSLA)$ 看多特斯拉，目标价500元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/283111412400360","isVote":1,"tweetType":1,"viewCount":4934,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138621111675080","authorId":"4138621111675080","name":"小谷AI洞察","avatar":"https://static.tigerbbs.com/ed34002d87b2f93e10d511702e995ab8","crmLevel":2,"crmLevelSwitch":0,"idStr":"4138621111675080","authorIdStr":"4138621111675080"},"content":"6月底看至少，250","text":"6月底看至少，250","html":"6月底看至少，250"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306173575807192,"gmtCreate":1715783979551,"gmtModify":1715783981148,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","text":"$特斯拉(TSLA)$ 特斯拉不仅仅是个汽车公司，他还是个AI公司，它的潜力还没爆发呢，未来可期，看好马斯克，坚信特斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306173575807192","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320653350826168,"gmtCreate":1719320227839,"gmtModify":1719320229597,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，马斯克从来没让人失望！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，马斯克从来没让人失望！","text":"$特斯拉(TSLA)$ 相信马斯克，马斯克从来没让人失望！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320653350826168","isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393408432660648,"gmtCreate":1737068412219,"gmtModify":1737068414037,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚信马斯克，长期持有！","text":"$特斯拉(TSLA)$ 坚信马斯克，长期持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393408432660648","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388291371270408,"gmtCreate":1735827612280,"gmtModify":1735827614080,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"进场的好机会！","listText":"进场的好机会！","text":"进场的好机会！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388291371270408","repostId":"1171835832","repostType":2,"repost":{"id":"1171835832","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1735826810,"share":"https://www.laohu8.com/m/news/1171835832?lang=&edition=full","pubTime":"2025-01-02 22:06","market":"us","language":"zh","title":"异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大","url":"https://stock-news.laohu8.com/highlight/detail?id=1171835832","media":"异动解读","summary":"2025年1月2日，$特斯拉$盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:. 首先，传统车企在电动化转型方面步伐明显加快。$比亚迪$2024年全年交付量大幅超越特斯拉，排名跃居全球第一。这些都加大了对特斯拉在电动车领域的市场份额冲击。其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。最后,特斯拉CEO马斯克与新政府关系存在不确定性。","content":"<p>2025年1月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先，传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>","source":"ai_movement_cn","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>异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大</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异动解读 | 特斯拉股价大跌5.05%，传统车企加速电动化转型下游压力加大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-02 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2025年1月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先，传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171835832","content_text":"2025年1月2日，特斯拉盘前大跌5.05%，引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:\n首先，传统车企在电动化转型方面步伐明显加快。比亚迪2024年全年交付量大幅超越特斯拉，排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判，旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。\n其次，2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。\n第三，特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。\n最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572347452617116","authorId":"3572347452617116","name":"黄晨奇_Oliven_","avatar":"https://static.tigerbbs.com/095ab4adf81203fcb38f26f97b7e6157","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572347452617116","authorIdStr":"3572347452617116"},"content":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","text":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入","html":"特斯拉能到400多的价位是因为马斯克站对了特朗普，不是因为特斯拉的业绩有多好，特斯拉到300再看看要不要入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580779897120,"gmtCreate":1727361615146,"gmtModify":1727361616633,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很快到300 。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很快到300 。","text":"$特斯拉(TSLA)$ 很快到300 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353580779897120","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368439872770160,"gmtCreate":1730992619498,"gmtModify":1730992621032,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 300不止，肯定还要往上走","text":"$特斯拉(TSLA)$ 300不止，肯定还要往上走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368439872770160","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580929167656,"gmtCreate":1727361670235,"gmtModify":1727361672277,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"270是肯定的了，很快破300！","listText":"270是肯定的了，很快破300！","text":"270是肯定的了，很快破300！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353580929167656","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327744671862832,"gmtCreate":1721047784180,"gmtModify":1721047785827,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，坚守特斯拉！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 相信马斯克，坚守特斯拉！","text":"$特斯拉(TSLA)$ 相信马斯克，坚守特斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327744671862832","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306172785684744,"gmtCreate":1715783786815,"gmtModify":1715783790641,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉目标价1000元，我坚信！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 特斯拉目标价1000元，我坚信！","text":"$特斯拉(TSLA)$ 特斯拉目标价1000元，我坚信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306172785684744","isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662930250,"gmtCreate":1666107821170,"gmtModify":1666108895835,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"喝醉了吧？","listText":"喝醉了吧？","text":"喝醉了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662930250","repostId":"1173533160","repostType":4,"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415994112963056,"gmtCreate":1742569120420,"gmtModify":1742569122442,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"跌就是机会，短期看跌，长期看涨！","listText":"跌就是机会，短期看跌，长期看涨！","text":"跌就是机会，短期看跌，长期看涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415994112963056","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327744939614408,"gmtCreate":1721047824959,"gmtModify":1721047826497,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉破300指日可待！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉破300指日可待！","text":"$特斯拉(TSLA)$ 特斯拉破300指日可待！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327744939614408","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403536557269288,"gmtCreate":1739544461616,"gmtModify":1739544463720,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"大胆持有，相信马斯克！","listText":"大胆持有，相信马斯克！","text":"大胆持有，相信马斯克！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403536557269288","repostId":"2511662700","repostType":2,"repost":{"id":"2511662700","kind":"news","pubTimestamp":1739540521,"share":"https://www.laohu8.com/m/news/2511662700?lang=&edition=full","pubTime":"2025-02-14 21:42","market":"us","language":"zh","title":"特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2511662700","media":"智通财经","summary":"智通财经APP获悉，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。特斯拉股票目前的市盈率为 119 倍。巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。","content":"<html><head></head><body><p>2月12日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad938c6e3b1cc032649bf26172059d2c\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。</p><p>即使特斯拉股价在过去几天有所反弹，通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明，对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说，前景显然喜忧参半。</p><p>Fundstrat 技术策略主管Mark Newton表示：“我认为这只股票尚未触底，可能还会有一轮下跌，可能会在未来一两周内发生。”他认为，该股有可能回落至美国大选后的水平，即约 314 美元，较当前水平下跌约 12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29d4be853be4b9372a6b8597eea77246\" tg-width=\"482\" tg-height=\"281\"/></p><p>从去年11月初到12月中旬，特斯拉股价几乎翻了一番，因为投资者押注马斯克作为总统的重要捐助者和得力助手，会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。</p><p>然而，其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。随后，本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。</p><p><strong>反弹尚需时日</strong></p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI 分析师Chris McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。</p><p>他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。</p><p>特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。</p><p>“该公司未来增长的预期已被大幅计入股价，”<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。</p><p>Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b3e85407ad2a490e30b01aa1093c4c\" tg-width=\"485\" tg-height=\"279\"/></p><p>这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。</p><p>Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”</p><p><strong>脱离基本面，特斯拉“比特币化”</strong></p><p>尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。</p><p>巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。</p><p>Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。</p><p>Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳，但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注，使得投资者对其未来充满信心。</p><p>巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。</p></body></html>","source":"stock_zhitongcaijing","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“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？</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特斯拉“光环”褪色？投资者还能相信马斯克的“超级叙事”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1250226.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月12日，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹，通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1250226.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4604":"机器人概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","TSYW.SI":"TESLA 3xLongSG261006","BK4598":"佩洛西持仓","BK4516":"特朗普概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1250226.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511662700","content_text":"2月12日，特斯拉股价在不到两个月内暴跌约四分之一，市值蒸发约4000亿美元。然而，对于那些考虑抄底这家电动汽车制造商股票的投资者，华尔街有一句忠告：买者自负。今年以来，特斯拉在大型科技股中表现最差，在纳斯达克100指数中排名倒数第三。不过，追踪该公司的分析师认为，尽管股价已大幅下跌，但考虑到关键市场销售状况恶化，马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹，通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明，对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说，前景显然喜忧参半。Fundstrat 技术策略主管Mark Newton表示：“我认为这只股票尚未触底，可能还会有一轮下跌，可能会在未来一两周内发生。”他认为，该股有可能回落至美国大选后的水平，即约 314 美元，较当前水平下跌约 12%。从去年11月初到12月中旬，特斯拉股价几乎翻了一番，因为投资者押注马斯克作为总统的重要捐助者和得力助手，会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。然而，其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上，特斯拉下调了今年汽车销售增长的预期。随后，本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。反弹尚需时日Evercore ISI 分析师Chris McNally表示，短期内可能也不会有实质性的利好因素推动股价反弹，比如其在研发自动驾驶汽车方面的最新进展。他表示，在特斯拉宣布将于 6 月启动其自robotaxi 服务之前，“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下，标普 500 指数的平均市盈率为 22 倍。“该公司未来增长的预期已被大幅计入股价，”盈透证券首席策略师Steve Sosnick表示，这一估值意味着公司明年收益将增长约30%。根据汇编数据，分析师平均预计2025年利润将增长19%。Sosnick补充道：“如此高的估值意味着，任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”这种观点解释了期权市场的趋势，交易员的看涨情绪有所减弱。过去几天，波动率也开始上升，这表明交易员开始为防范下跌的合约支付更多费用。Miller Tabak + Co.首席市场策略师Matt Maley表示：“基本面仍然对股市至关重要，而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹，我们预计特斯拉股价在未来几个月仍会走弱。”脱离基本面，特斯拉“比特币化”尽管存在诸多悲观情绪，仍有分析师认为，特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。巴克莱资深分析师Dan Levy 1月30日发布的研报指出，尽管特斯拉2024 年第四季度的业绩未达预期，但其在自动驾驶和人工智能领域的宏伟蓝图，以及强大的叙事能力，使得市场对其短期业绩的不佳表现显得相对宽容。Levy指出，这种现象不禁让人联想到比特币，特斯拉似乎正逐渐走向 “比特币化”，其股价与基本面的关联逐渐减弱，而更多地受到市场情绪和叙事的影响。Levy表示，“当特斯拉为你提供超级叙事时，谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳，但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注，使得投资者对其未来充满信心。巴克莱认为，特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战，但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力，以做出明智的投资决策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397106780627440,"gmtCreate":1737990692888,"gmtModify":1737990694045,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"机会来了！","listText":"机会来了！","text":"机会来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397106780627440","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397113160175680,"gmtCreate":1737974186956,"gmtModify":1737974188502,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"竟然都信了[开心]","listText":"竟然都信了[开心]","text":"竟然都信了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397113160175680","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383545815245320,"gmtCreate":1734680401769,"gmtModify":1734680403594,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉和英伟达都是有前途的优势股票，坚定看好！","text":"$特斯拉(TSLA)$ 特斯拉和英伟达都是有前途的优势股票，坚定看好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383545815245320","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}