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数据中心运营商IREN上调年度营收目标后股价大涨

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18:01","market":"us","language":"zh","title":"Some U.S. Employers to Stop Reimbursing GLP-1 Weight Loss Pills in 2027 as Use Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=2642283463","media":"路透中文","summary":"福利咨询公司美世进行的另一项调查显示，5%的大型雇主计划在2027年停止为这些药物提供报销。健康商业集团的数据显示，2026年67%的大型雇主为GLP-1药物提供报销。多位行业专家指出，与其他治疗方案相比，雇主发现患者长期使用GLP-1类药物的情况增多，且符合用药条件的人群规模更大。怡安表示，该公司同样预计明年GLP-1的保险覆盖范围将缩减。","content":"<p><html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Some U.S. Employers to Stop Reimbursing GLP-1 Weight Loss Pills in 2027 as Use Rises</title></head><body>Amina Niasse</p><p><span>ReutersNEW YORK June 11</span><span>-</span>As more people use the drugs, some employers plan to eliminate insurance coverage for GLP-1 diet pills in 2027, which offsets Novo Nordisk's (<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>)<span>NOVOb.CO</span>Wegovy and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>(Eli Lilly)<span>LLY.N</span>Some of the savings from Zepbound and Foundayo due to price cuts.</p><p>According to Business Group on Health, a large employer policy research Group, about 10% of employers who currently provide coverage for GLP-1 drugs for weight loss say they plan to eliminate reimbursement for the drug in 2027.</p><p>Another survey conducted by benefits consulting firm Mercer showed that 5% of large employers, which the agency defines as businesses with more than 500 employees, plan to stop offering reimbursements for these drugs in 2027.</p><p>Mercer noted that 44% of businesses with more than 500 employees offer reimbursement for such drugs to people with obesity. Data from the Health Business Group shows that 67% of large employers offered reimbursement for GLP-1 drugs in 2026.</p><p>Reuters was the first to report this month that health insurer Cigna (<span>CI.N</span>) has ceased to reimburse employees for weight loss treatment expenses since July ((<span>link</span>)), and said that employees can purchase these drugs through other channels on their own.</p><p>New weight-loss tablets and injections from Novo and Lilly can now be purchased at a discounted price through the pharmaceutical company's official website, driven by an agreement with TrumpRx.gov, a Trump administration website.</p><p>Novo Nordisk launched its Wegovy diet pill in January, and Eli Lilly began selling its Foundayo diet pill in April, both starting at about $149 a month.</p><p>Many employers remain concerned that they won't get the same savings in agreements with pharmacy benefit managers, industry middlemen who negotiate drug prices for large businesses and health plans, as customers who buy outright and pay in cash, said Lauren Remspecher, director of the Health Purchasing Business Group.</p><p>\"One of the advantages of increased transparency in direct-to-consumer sales, as well as some government negotiated pricing, is that employers can now clearly see how much they are overpaying and where there is room for improvement,\" Remspecher said.</p><p>Oral drugs drive demand growth</p><p>Demand for these drugs has increased this year due to the oral launch, attracting patients who have never tried GLP-1 drugs before, which has led to high employer costs, according to five industry experts.</p><p>Many industry experts pointed out that compared with other treatment options, employers have found that patients have increased their long-term use of GLP-1 drugs, and the number of people eligible for medication is larger.</p><p>Studies show that the weight loss effects of Foundayo and Wegovy are 11% and 14%, respectively. Although they are lower than injectable drugs, they are more favored for patients who are afraid of injections.</p><p>\"Even though we're seeing a decrease in unit prices, the patient population continues to grow,\" said Luis Zollo, head of pharmacy practice at medical consulting firm Segal.</p><p>Aon, a welfare consultancy, has observed that injectable users are switching to oral versions, while patients who are new to GLP-1 also tend to opt for oral medications. Aon said it likewise expects insurance coverage for GLP-1 to shrink next year.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Dan Mendelssohn, chief executive of Morgan Health, its Health care arm, said oral drugs are expected to reduce the cost of a single treatment this year.</p><p>\"But the market will grow every year,\" he said, \"and more and more people will take these drugs, so overall, this remains a major cost driver for employers.\"</p><p>(For the convenience of non-native English speakers, Reuters automatically translates its reports into several other languages. Reuters does not guarantee the accuracy of the automated translated text because the automated translation may be incorrect or fail to include the required context, and provides automated translation only for the convenience of readers. Reuters accepts no responsibility for any damage or loss caused by the use of the automated translation function.)</p><p></body></html></p>","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>Some U.S. Employers to Stop Reimbursing GLP-1 Weight Loss Pills in 2027 as Use Rises</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSome U.S. Employers to Stop Reimbursing GLP-1 Weight Loss Pills in 2027 as Use Rises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time smaller\">2026-06-11 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Some U.S. Employers to Stop Reimbursing GLP-1 Weight Loss Pills in 2027 as Use Rises</title></head><body>Amina Niasse</p><p><span>ReutersNEW YORK June 11</span><span>-</span>As more people use the drugs, some employers plan to eliminate insurance coverage for GLP-1 diet pills in 2027, which offsets Novo Nordisk's (<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>)<span>NOVOb.CO</span>Wegovy and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>(Eli Lilly)<span>LLY.N</span>Some of the savings from Zepbound and Foundayo due to price cuts.</p><p>According to Business Group on Health, a large employer policy research Group, about 10% of employers who currently provide coverage for GLP-1 drugs for weight loss say they plan to eliminate reimbursement for the drug in 2027.</p><p>Another survey conducted by benefits consulting firm Mercer showed that 5% of large employers, which the agency defines as businesses with more than 500 employees, plan to stop offering reimbursements for these drugs in 2027.</p><p>Mercer noted that 44% of businesses with more than 500 employees offer reimbursement for such drugs to people with obesity. Data from the Health Business Group shows that 67% of large employers offered reimbursement for GLP-1 drugs in 2026.</p><p>Reuters was the first to report this month that health insurer Cigna (<span>CI.N</span>) has ceased to reimburse employees for weight loss treatment expenses since July ((<span>link</span>)), and said that employees can purchase these drugs through other channels on their own.</p><p>New weight-loss tablets and injections from Novo and Lilly can now be purchased at a discounted price through the pharmaceutical company's official website, driven by an agreement with TrumpRx.gov, a Trump administration website.</p><p>Novo Nordisk launched its Wegovy diet pill in January, and Eli Lilly began selling its Foundayo diet pill in April, both starting at about $149 a month.</p><p>Many employers remain concerned that they won't get the same savings in agreements with pharmacy benefit managers, industry middlemen who negotiate drug prices for large businesses and health plans, as customers who buy outright and pay in cash, said Lauren Remspecher, director of the Health Purchasing Business Group.</p><p>\"One of the advantages of increased transparency in direct-to-consumer sales, as well as some government negotiated pricing, is that employers can now clearly see how much they are overpaying and where there is room for improvement,\" Remspecher said.</p><p>Oral drugs drive demand growth</p><p>Demand for these drugs has increased this year due to the oral launch, attracting patients who have never tried GLP-1 drugs before, which has led to high employer costs, according to five industry experts.</p><p>Many industry experts pointed out that compared with other treatment options, employers have found that patients have increased their long-term use of GLP-1 drugs, and the number of people eligible for medication is larger.</p><p>Studies show that the weight loss effects of Foundayo and Wegovy are 11% and 14%, respectively. Although they are lower than injectable drugs, they are more favored for patients who are afraid of injections.</p><p>\"Even though we're seeing a decrease in unit prices, the patient population continues to grow,\" said Luis Zollo, head of pharmacy practice at medical consulting firm Segal.</p><p>Aon, a welfare consultancy, has observed that injectable users are switching to oral versions, while patients who are new to GLP-1 also tend to opt for oral medications. Aon said it likewise expects insurance coverage for GLP-1 to shrink next year.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Dan Mendelssohn, chief executive of Morgan Health, its Health care arm, said oral drugs are expected to reduce the cost of a single treatment this year.</p><p>\"But the market will grow every year,\" he said, \"and more and more people will take these drugs, so overall, this remains a major cost driver for employers.\"</p><p>(For the convenience of non-native English speakers, Reuters automatically translates its reports into several other languages. Reuters does not guarantee the accuracy of the automated translated text because the automated translation may be incorrect or fail to include the required context, and provides automated translation only for the convenience of readers. Reuters accepts no responsibility for any damage or loss caused by the use of the automated translation function.)</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0385154629.USD":"贝莱德营养科学基金A2","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson 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INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4599":"减肥药","BK4581":"高盛持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260611:nL4S42J0Q7:1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642283463","content_text":"随着使用量的增加，部分美国雇主将于2027年停止报销GLP-1类减肥药Amina Niasse\n路透纽约6月11日 - 随着越来越多的人使用这些药物，部分雇主计划在2027年取消对GLP-1减肥药的保险覆盖，这抵消了诺和诺德（Novo Nordisk）旗下 NOVOb.CO 的Wegovy以及礼来（Eli Lilly）旗下 LLY.N 的Zepbound和Foundayo因降价带来的部分节省。据大型雇主政策研究组织“健康商业集团”（Business Group on Health）称，目前为减肥用GLP-1药物提供保险的雇主中，约有10%表示计划在2027年取消该药物报销。福利咨询公司美世（Mercer）进行的另一项调查显示，5%的大型雇主（该机构定义为雇员超过500人的企业）计划在2027年停止为这些药物提供报销。 美世指出，44%的员工人数超过500人的企业为肥胖症患者提供此类药物的报销。健康商业集团的数据显示，2026年67%的大型雇主为GLP-1药物提供报销。 路透本月率先报道称，健康保险公司Cigna（CI.N）已于7月起停止为员工报销减肥治疗费用（(link)），并表示员工可自行在其他渠道购买这些药物。  受与特朗普政府旗下网站TrumpRx.gov达成的协议推动，诺和诺德（Novo）和礼来（Lilly）的新型减肥药片及注射剂现可通过药企官网以折扣价购买。 诺和诺德于1月推出了Wegovy减肥药，礼来则于4月开始销售其Foundayo减肥药，两者的起价均为每月约149美元。 “健康采购商业集团”董事劳伦·雷姆斯佩彻表示，许多雇主仍担心，他们在与药房福利管理公司（即为大型企业和医疗计划谈判药价的行业中间商）达成的协议中，无法获得与直接购买并现金支付的客户同等的节省。 “直接面向消费者销售以及部分政府谈判定价的透明度提高，其优势之一在于，雇主现在能够清楚地看到自己多付了多少钱，以及哪里存在改进的空间，”雷姆斯佩彻说道。  口服药推动需求增长 据五位行业专家称，由于口服药物的推出，今年对这些药物的需求有所增加，吸引了此前从未尝试过GLP-1类药物的患者，这导致雇主成本居高不下。 多位行业专家指出，与其他治疗方案相比，雇主发现患者长期使用GLP-1类药物的情况增多，且符合用药条件的人群规模更大。  研究显示，Foundayo和Wegovy的减重效果分别为11%和14%，虽然低于注射型药物，但对于害怕打针的患者来说更受青睐。 “尽管我们看到单价有所下降，但患者群体仍在持续增长，”医疗咨询公司Segal的药学实践负责人路易斯·佐洛表示。   福利咨询公司怡安（Aon）观察到，注射剂用户正转向口服版本，同时新使用GLP-1的患者也倾向于选择口服药。怡安表示，该公司同样预计明年GLP-1的保险覆盖范围将缩减。  摩根大通旗下医疗保健部门摩根健康（Morgan Health）首席执行官丹·门德尔松表示，口服药有望在今年降低单次治疗的成本。 “但市场每年都会增长，”他说，“服用这些药物的人会越来越多，因此总体而言，这仍然是雇主的一项主要成本驱动因素。”(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","news_type":1,"symbols_score_info":{"LLYX":0.6,"NVO":1.9,"ELIL":0.6,"NVOX":0.6,"ELIS":0.6,"LLII":0.6,"LLYZ":0.6,"NVOH":0.6,"LLY":1.92}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556673328955512,"gmtCreate":1776933569013,"gmtModify":1776933572452,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone10","avatar":"https://community-static.tradeup.com/news/c91a1ed391cc117439fbfcc66e756bec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"title":"","htmlText":"xuexi","listText":"xuexi","text":"xuexi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556673328955512","repostId":"2629885438","repostType":2,"repost":{"id":"2629885438","kind":"highlight","weMediaInfo":{"introduction":"路透中文","home_visible":1,"media_name":"路透中文","id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1776931980,"share":"https://ttm.financial/m/news/2629885438?lang=en_US&edition=fundamental","pubTime":"2026-04-23 16:13","market":"hk","language":"zh","title":"BUZZ-Brokerage Opinion: Tesla Spending Surges, Earnings Cashout Period Pushed Back, Analysts Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2629885438","media":"路透中文","summary":"** 摩根士丹利 表示，虽然特斯拉的巨额投资对确保其在自动驾驶领域的长期领先地位至关重要，但关键物理人工智能项目的支出增加和验证驱动的推出可能会减缓进展，并限制近期的上行空间。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","content":"<p><html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Buzz-Brokerage Opinion: Analysts Says,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Earnings Cashout Period Pushed Back as Expenses Surge</title></head><body><span>April 23</span><span>-</span>** Tesla<span>TSLA.O</span>Significantly increased the full-year spending plan (<span>link</span>), reaching more than $25 billion, and CEO Elon Musk has invested money in artificial intelligence,<a href=\"https://laohu8.com/S/300024\">Robot</a>And chips-he said these moves are \"very reasonable\" and help build a huge future revenue stream.</p><p>** Shares fell 1.8% to $380.52 premarket</p><p>Work Progress</p><p>** Katherine, Research Director, XTB-<a href=\"https://laohu8.com/S/BRKR\">Brooke</a>Kathleen Brooks said that while robotaxis are expected to drive Tesla's future revenue growth, Tesla still relies heavily on its electric vehicle business, and \"this is where Tesla's weakness lies\".</p><p>**<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>(\"equal weight,\" price target: $415) said that while Tesla's hefty investment is critical to securing its long-term leadership in autonomous driving, increased spending on key physical AI projects and validation-driven rollouts could slow progress and limit near-term upside.</p><p>** TD Cowen (\"Buy\", price target: $490) said the company's results set the stage for a gradual improvement in sentiment throughout the year as the company entered a period of major catalysts for robots and autonomous vehicles.</p><p>** Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: \"While progress is being made, last night's comments are another example of a further deviation from the target\".</p><p>(For the convenience of non-native English speakers, Reuters automatically translates its reports into several other languages. Reuters does not guarantee the accuracy of the automated translated text because the automated translation may be incorrect or fail to include the required context, and provides automated translation only for the convenience of readers. Reuters accepts no responsibility for any damage or loss caused by the use of the automated translation function.)</p><p></body></html></p>","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>BUZZ-Brokerage Opinion: Tesla Spending Surges, Earnings Cashout Period Pushed Back, Analysts Says</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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBUZZ-Brokerage Opinion: Tesla Spending Surges, Earnings Cashout Period Pushed Back, Analysts Says\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time smaller\">2026-04-23 16:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Buzz-Brokerage Opinion: Analysts Says,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Earnings Cashout Period Pushed Back as Expenses Surge</title></head><body><span>April 23</span><span>-</span>** Tesla<span>TSLA.O</span>Significantly increased the full-year spending plan (<span>link</span>), reaching more than $25 billion, and CEO Elon Musk has invested money in artificial intelligence,<a href=\"https://laohu8.com/S/300024\">Robot</a>And chips-he said these moves are \"very reasonable\" and help build a huge future revenue stream.</p><p>** Shares fell 1.8% to $380.52 premarket</p><p>Work Progress</p><p>** Katherine, Research Director, XTB-<a href=\"https://laohu8.com/S/BRKR\">Brooke</a>Kathleen Brooks said that while robotaxis are expected to drive Tesla's future revenue growth, Tesla still relies heavily on its electric vehicle business, and \"this is where Tesla's weakness lies\".</p><p>**<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>(\"equal weight,\" price target: $415) said that while Tesla's hefty investment is critical to securing its long-term leadership in autonomous driving, increased spending on key physical AI projects and validation-driven rollouts could slow progress and limit near-term upside.</p><p>** TD Cowen (\"Buy\", price target: $490) said the company's results set the stage for a gradual improvement in sentiment throughout the year as the company entered a period of major catalysts for robots and autonomous vehicles.</p><p>** Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: \"While progress is being made, last night's comments are another example of a further deviation from the target\".</p><p>(For the convenience of non-native English speakers, Reuters automatically translates its reports into several other languages. Reuters does not guarantee the accuracy of the automated translated text because the automated translation may be incorrect or fail to include the required context, and provides automated translation only for the convenience of readers. Reuters accepts no responsibility for any damage or loss caused by the use of the automated translation function.)</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","TSYY":"收益增强TSLA ETF-GraniteShares","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TESL":"Simplify Volt TSLA Revolution ETF","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4574":"无人驾驶","07766":"南方两倍做多特斯拉","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU2063271972.USD":"富兰克林创新领域基金","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4604":"机器人概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4527":"明星科技股","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4555":"新能源车"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL4S4160PO:1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629885438","content_text":"BUZZ-券商观点：分析师称，特斯拉支出激增，盈利兑现期推后\n4月23日 - ** 特斯拉TSLA.O大幅提高了全年支出计划 (link)，达到250多亿美元，首席执行官埃隆-马斯克（Elon Musk）将资金投入到人工智能、机器人和芯片领域--他表示，这些举措 \"非常合理\"，有助于建立巨大的未来收入流。** 盘前股价下跌 1.8%，报 380.52 美元工作进展** XTB 研究总监凯瑟琳-布鲁克斯（Kathleen Brooks）表示，虽然机器人出租车有望推动特斯拉未来的收入增长，但特斯拉仍严重依赖其电动汽车业务，而 \"这正是特斯拉的软肋所在\"。** 摩根士丹利(\"等权重\"，目标价：415美元) 表示，虽然特斯拉的巨额投资对确保其在自动驾驶领域的长期领先地位至关重要，但关键物理人工智能项目的支出增加和验证驱动的推出可能会减缓进展，并限制近期的上行空间。 ** TD Cowen(\"买入\"，目标价：490美元) 表示，随着公司进入机器人和自动驾驶汽车主要催化剂频现的时期，公司的业绩为全年情绪的逐步改善奠定了基础。** Hargreaves Lansdown 高级股票分析师马特-布里兹曼（Matt Britzman）说：\"虽然正在取得进展，但昨晚的评论是目标进一步偏离的又一例证\"。 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","news_type":1,"symbols_score_info":{"TSLW":0.6,"CRSH":0.6,"TLA":0.6,"TSLL":0.6,"TESL":0.6,"TSLR":0.6,"TSLZ":0.6,"TSLY":0.6,"TSII":0.6,"TSDD":0.6,"TSLO":0.6,"TSLP":0.6,"TSLA":1.97,"TSLG":0.6,"TSLI":0.6,"TSLS":0.6,"07766":0.6,"TEST":0.6,"TSLQ":0.6,"TSLT":0.6,"TSL":0.6,"TSYY":0.6}},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}