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目光之后
吃过亏，现在只持仓标普500和标普500期权
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目光之后
目光之后
·
04-25
$谷歌A(GOOGL)$
利润这么高[开心]
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编组 21备份 2
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目光之后
目光之后
·
04-24
这家伙怎么跟贾跃亭一样。
蔚来李斌在2025上海车展重申：有信心在四季度实现盈利
坚决会做到这一点。
蔚来李斌在2025上海车展重申：有信心在四季度实现盈利
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目光之后
目光之后
·
04-12
已经豁免了，12号刚出的。
苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？
“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。
苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？
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目光之后
目光之后
·
04-11
现在来问题不大
@空军大队长：
兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$
兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$
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目光之后
目光之后
·
03-19
鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]
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目光之后
目光之后
·
03-09
市盈率太高，不买。
华尔街最大的特斯拉多头喊话：抛售过度了！
尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的示威活动。
华尔街最大的特斯拉多头喊话：抛售过度了！
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目光之后
目光之后
·
03-08
你怕啥138的本，已经跌20%了我都不慌。
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22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197597134","content_text":"蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423700800889256,"gmtCreate":1744461529175,"gmtModify":1744461531017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"已经豁免了，12号刚出的。","listText":"已经豁免了，12号刚出的。","text":"已经豁免了，12号刚出的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423700800889256","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间 <a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4566":"资本集团","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","AAPL":"苹果","BK4559":"巴菲特持仓","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc 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GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423305181122792,"gmtCreate":1744364364705,"gmtModify":1744364366636,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"现在来问题不大","listText":"现在来问题不大","text":"现在来问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423305181122792","repostId":"423264902898504","repostType":1,"repost":{"id":423264902898504,"gmtCreate":1744354653422,"gmtModify":1744361403226,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"htmlText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423264902898504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415173164191968,"gmtCreate":1742380154685,"gmtModify":1742380156988,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","listText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","text":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415173164191968","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411462769689064,"gmtCreate":1741488257669,"gmtModify":1741488259722,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"市盈率太高，不买。","listText":"市盈率太高，不买。","text":"市盈率太高，不买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411462769689064","repostId":"1105680371","repostType":2,"repost":{"id":"1105680371","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":1741345660,"share":"https://www.laohu8.com/m/news/1105680371?lang=&edition=full","pubTime":"2025-03-07 19:07","market":"us","language":"zh","title":"华尔街最大的特斯拉多头喊话：抛售过度了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1105680371","media":"老虎资讯综合","summary":"尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的示威活动。","content":"<html><head></head><body><p style=\"text-align: start;\">投资者正在低估 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。</p><p style=\"text-align: start;\">这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。</p><p style=\"text-align: start;\">艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”</p><p style=\"text-align: start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2025-03-07 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">投资者正在低估 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。</p><p style=\"text-align: start;\">这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。</p><p style=\"text-align: start;\">艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”</p><p style=\"text-align: start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105680371","content_text":"投资者正在低估 特斯拉 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is 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