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Shian

Shian

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2023-03-03

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Tesla Investor Day Falls Flat

2023-03-03

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中概股风云往事：疯牛、低谷、反弹

2023-02-09

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让ChatGPT造车，能打得过特斯拉吗？

2023-02-07

[呆住]

鲍威尔讲话今夜来袭！为何市场如此紧张？

2023-01-26

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Sorry, the original content has been removed

2023-01-17

[微笑]

异动 | 明星中概股集体下挫！“木头姐”加仓，Coinbase大涨

2023-01-13

$胜科海事(S51.SI)$ [微笑] [微笑]

2023-01-13

[微笑] [微笑] [微笑]

Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away

2023-01-10

$老虎证券(TIGR)$ 🐯🐯

2022-12-31

$老虎证券(TIGR)$

2022-12-30

$老虎证券(TIGR)$

2022-12-15

$优点互动(IDEX)$

2022-12-14

$胜科海事(S51.SI)$

2022-12-13

$胜科海事(S51.SI)$

2022-12-12

$胜科海事(S51.SI)$

2022-12-10

$老虎证券(TIGR)$

2022-11-08

$胜科海事(S51.SI)$😊

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Since the event was announced a few months ago, everyone has been waiting to hear about the company&#39;s next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another &#34;buy the rumor, sell the news&#34; event.</p><p>Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla&#39;s official rendering seen below.</p><p><img src=\"https://static.tigerbbs.com/c6393fa0adf88ab0b5ee4f1d70947745\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Gigafactory Mexico(Investor Day Presentation)</p><p>As was expected, Tesla&#39;s future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.</p><p>Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week&#39;s event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla&#39;s battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.</p><p>In an article I had published recently, I discussed how previous statements around full self-driving (&#34;FSD&#34;) capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn&#39;t get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn&#39;t a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.</p><p>Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn&#39;t update on the price of the vehicle. Mass production won&#39;t occur until 2024 at the earliest, so investors shouldn&#39;t be banking on a major contribution to overall results in the next couple of quarters.</p><p>One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company&#39;s working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.</p><p>I have listened to many of Tesla&#39;s presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don&#39;t think needed to be regurgitated. For example, we didn&#39;t need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn&#39;t need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.</p><p>I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week&#39;s event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.</p><p><img src=\"https://static.tigerbbs.com/abb13f70716e3a9e527c26d3d92b0128\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>Tesla March 1st Trading (CNBC)</p><p>In the end, Tesla&#39;s Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn&#39;t surprise me if there&#39;s more selling in the near term until Tesla opens things up a bit.</p></body></html>","source":"seekingalpha_fund","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>Tesla Investor Day Falls Flat</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\">\nTesla Investor Day Falls Flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152493387","content_text":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company's next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another \"buy the rumor, sell the news\" event.Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla's official rendering seen below.Tesla Gigafactory Mexico(Investor Day Presentation)As was expected, Tesla's future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week's event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla's battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.In an article I had published recently, I discussed how previous statements around full self-driving (\"FSD\") capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn't get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn't a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn't update on the price of the vehicle. Mass production won't occur until 2024 at the earliest, so investors shouldn't be banking on a major contribution to overall results in the next couple of quarters.One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company's working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.I have listened to many of Tesla's presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don't think needed to be regurgitated. For example, we didn't need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn't need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week's event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.Tesla March 1st Trading (CNBC)In the end, Tesla's Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn't surprise me if there's more selling in the near term until Tesla opens things up a bit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940833462,"gmtCreate":1677800615256,"gmtModify":1677800619430,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940833462","repostId":"2316893310","repostType":4,"repost":{"id":"2316893310","kind":"highlight","pubTimestamp":1677763512,"share":"https://ttm.financial/m/news/2316893310?lang=&edition=fundamental","pubTime":"2023-03-02 21:25","market":"us","language":"zh","title":"中概股风云往事：疯牛、低谷、反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2316893310","media":"德林社","summary":"电影《中国合伙人》中有个经典片段，孟晓骏带着成东青和王阳去他打零工的地方吃西餐，讲述了自己谈合作时被高傲的美国人放了鸽子。当时，孟晓骏深情地对成东青说，“只有我们站在纽交所挥锤的那一刻，他们才会真正看","content":"<html><head></head><body><p>电影《中国合伙人》中有个经典片段，孟晓骏带着成东青和王阳去他打零工的地方吃西餐，讲述了自己谈合作时被高傲的美国人放了鸽子。</p><p>当时，孟晓骏深情地对成东青说，“只有我们站在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>挥锤的那一刻，他们才会真正看到你，认可你．．．．”。</p><p>回到现实场景，赴美上市曾是一批巨头企业以及创业公司的梦想。它是一种荣誉的象征，代表着资本市场对其认可。</p><p>自1992年华晨汽车登陆美股开始，中概股揭开了长达三十多年的资本新篇章。从繁荣期被资金追捧，到混沌期遭到机构频繁做空、到疯牛期大量造富，再到低谷期估值下滑，再到最近的低谷反弹。</p><p>中概股的故事，将如何进行？</p><p><b>群雄逐鹿：中概股上演牛市</b></p><p>什么叫中概股？公开资料显示，它分两类，一是在中国注册，在海外上市的企业，二是在国外注册，主体业务和关系在中国的企业。</p><p>“中概第一股”诞生于上世纪九十年代初期。1992年10月份，华晨汽车在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>挂牌上市，成为第一家在境外上市的中国企业。（目前已退市）</p><p>八年后（2000年），<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/SINA\">新浪</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>三大门户网站先后登陆美股，互联网公司成功IPO，进一步丰富了中概股的种类。</p><p>据K线数据显示，这三家公司在上市多年后股价均突破过100元美金，一度成为市场追捧的牛股。</p><p>这里得提一个人，他就是张朝阳。千禧年之前，张朝阳是中国互联网行业最有影响力的人之一，被外界称为国内的“教父”。高光时刻，张朝阳上杂志、与明星组团登山、K歌蹦迪开party，甚至豪言称自己是“中国有名又有钱第一人”。</p><p>在张朝阳沉醉于成功的喜悦中，另一批富豪正在崛起，他们旗下的企业也通过中概股上市方式成长起来。</p><p>2014年9月19日，纽交所的钟声响起，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>创造了当年美股最大IPO的纪录。后来，中概股继续赴美上市，2018年，以<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>等代表的明星企业成功实现IPO。</p><p>在中概股繁荣阶段，互联网和新经济成为其两大特色。然而，在高速发展过程中，也有一段混沌期，即部分中概股曾被做空。</p><p>针对中概股的三个代表性机构分别是香橼、浑水、灰熊研究。</p><p>先看香橼，该机构从 2006 年开始将矛头对准中概股，曾做空过二十多家中概股，典型案例之一是六次“猎杀”<a href=\"https://laohu8.com/S/QIHU\">奇虎360</a>。</p><p>浑水也动作多，自该机构成立后，被它做空的中概股公司超过18家，占其做空比例一半以上。被做空的知名中概股包括<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/002027\">分众传媒</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、跟谁学、贝壳等。</p><p><img src=\"https://static.tigerbbs.com/6f52b96609eb6274119da81230da40c4\" tg-width=\"542\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>（图片来源于时代周报）</p><p>灰熊研究影响力偏弱一些，它曾经做空过<a href=\"https://laohu8.com/S/WUBA\">58同城</a>、跟谁学、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等中概股。</p><p>上述机构在做空之际，也被外界争议。有媒体曾报道称，业内不仅嘲笑这些机构的研究报告是业余水平，这些机构还涉嫌利用信息不对称方式误导散户。</p><p>香橼、浑水、灰熊研究多次针对中概股，可能有两个目的，一个是获得名声，另一个是盈利。</p><p>有媒体报道，机构做空的具体操作步骤可分为：先做一份做空报告，紧接着先券商融券（借入股票并卖出），然后高调曝光做空报告以达到打压股价目的，最后低价购入股票还给券商，以获取盈利。</p><p>二级市场又是敏感的。当这些机构用犀利的文字博眼球，使得部分中概股短期可能会被资金抛售。面对被做空的中概股，投资者也往往“闻声色变”。</p><p>一边是争先恐后上市，一边是遭到做空机构考验，中概股走到了2020年与2021年，那是一个高潮时期。</p><p><b>基本面强劲：低谷后的反弹</b></p><p>受益于全球大宽松+资本看好中国资产，中概股诞生了一波疯狂的牛市。</p><p>在2019年至2020年期间，约有54只中概股股价翻倍。其中，知名中概股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等涨超6倍，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超4倍，京东涨超3倍，新东方涨超2倍。</p><p><img src=\"https://static.tigerbbs.com/413672edd11be3dcf94d1cd8200cb971\" tg-width=\"550\" tg-height=\"686\" referrerpolicy=\"no-referrer\"/></p><p>一个典型的标志是，在2018年至2020年期间，中国首富宝座已经从地产行业让位于互联网行业。中国前十大首富排行中出现的代表性企业家，正是知名中概股的掌门人。</p><p><img src=\"https://static.tigerbbs.com/4b498ba6d544d21f2bf069fea7be18a2\" tg-width=\"550\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/></p><p>然而，峰值过后，便是低谷。</p><p>受国内外各种因素影响，从2021年开始，中概股经历了一轮估值回调。数据显示，29家50亿美元以上市值的中概股中，跌幅超过50%的公司有10家，占总数比重为34.48%。其中，腰斩的知名中概股包括阿里、贝壳、蔚来、小鹏、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、新东方等。</p><p><img src=\"https://static.tigerbbs.com/16484ac28224cf859f95edd97841f4b7\" tg-width=\"550\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/></p><p>另一组数据统计，仅2022年一年，中概股的总市值就蒸发超5万亿人民币。263只中概股中，有167家公司跌破了发行价。</p><p>过去两年，中概股大幅下跌，导致一大批企业估值回落明显。伴随中概股走弱，中国富豪榜位置再次发生改变，<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>掌门人新晋为首富，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和未上市的字节跳动强势崛起，昔日的中概股掌门人纷纷让位。</p><p><img src=\"https://static.tigerbbs.com/c9872ed038b2d2d5127071ad38c7ced0\" tg-width=\"550\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/></p><p>在中概股低迷时刻，有投资者坚定看好，认为暂时的低谷掩不住长期向好的趋势。从去年11月份开始，中概股出现了一轮显著反弹，坚守者迎来收获期。</p><p><img src=\"https://static.tigerbbs.com/94bec82fdd23c0c0ed96775af7d3816f\" tg-width=\"550\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/></p><p>中概股是国内新经济及互联网领域的集合场，是中国资产在全球金融市场的一张名牌，诞生了一批龙头企业。展望后市，基本面稳健的中概股依然属于优质资产，AI、半导体、新能源领域的公司更有发展前景和竞争力。</p><p>随着后疫情时代，中国经济引领全球，中概股的基本面持续向好，估值有望获得进一步的修复。不少市场分析人士表示，头部互联网公司作为中国核心资产正在迎来新的春天。华尔街的投行们也纷纷发出“投资者应该转向中国”的倡议。</p></body></html>","source":"lsy1589197249107","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>中概股风云往事：疯牛、低谷、反弹</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中概股风云往事：疯牛、低谷、反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678697063&idx=2&sn=e7b8c0da1b3d950c042aeb3bdcbc8e39&chksm=bce94a348b9ec3228b94dc247ab236b5f94fba6e0cbb9df4d2136b50cc7564f89f816608f5e2#rd><strong>德林社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电影《中国合伙人》中有个经典片段，孟晓骏带着成东青和王阳去他打零工的地方吃西餐，讲述了自己谈合作时被高傲的美国人放了鸽子。当时，孟晓骏深情地对成东青说，“只有我们站在纽交所挥锤的那一刻，他们才会真正看到你，认可你．．．．”。回到现实场景，赴美上市曾是一批巨头企业以及创业公司的梦想。它是一种荣誉的象征，代表着资本市场对其认可。自1992年华晨汽车登陆美股开始，中概股揭开了长达三十多年的资本新篇章。从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678697063&idx=2&sn=e7b8c0da1b3d950c042aeb3bdcbc8e39&chksm=bce94a348b9ec3228b94dc247ab236b5f94fba6e0cbb9df4d2136b50cc7564f89f816608f5e2#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48f02218f72de0f36ae6ba0c2a50738e","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678697063&idx=2&sn=e7b8c0da1b3d950c042aeb3bdcbc8e39&chksm=bce94a348b9ec3228b94dc247ab236b5f94fba6e0cbb9df4d2136b50cc7564f89f816608f5e2#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316893310","content_text":"电影《中国合伙人》中有个经典片段，孟晓骏带着成东青和王阳去他打零工的地方吃西餐，讲述了自己谈合作时被高傲的美国人放了鸽子。当时，孟晓骏深情地对成东青说，“只有我们站在纽交所挥锤的那一刻，他们才会真正看到你，认可你．．．．”。回到现实场景，赴美上市曾是一批巨头企业以及创业公司的梦想。它是一种荣誉的象征，代表着资本市场对其认可。自1992年华晨汽车登陆美股开始，中概股揭开了长达三十多年的资本新篇章。从繁荣期被资金追捧，到混沌期遭到机构频繁做空、到疯牛期大量造富，再到低谷期估值下滑，再到最近的低谷反弹。中概股的故事，将如何进行？群雄逐鹿：中概股上演牛市什么叫中概股？公开资料显示，它分两类，一是在中国注册，在海外上市的企业，二是在国外注册，主体业务和关系在中国的企业。“中概第一股”诞生于上世纪九十年代初期。1992年10月份，华晨汽车在纽交所挂牌上市，成为第一家在境外上市的中国企业。（目前已退市）八年后（2000年），搜狐、新浪、网易三大门户网站先后登陆美股，互联网公司成功IPO，进一步丰富了中概股的种类。据K线数据显示，这三家公司在上市多年后股价均突破过100元美金，一度成为市场追捧的牛股。这里得提一个人，他就是张朝阳。千禧年之前，张朝阳是中国互联网行业最有影响力的人之一，被外界称为国内的“教父”。高光时刻，张朝阳上杂志、与明星组团登山、K歌蹦迪开party，甚至豪言称自己是“中国有名又有钱第一人”。在张朝阳沉醉于成功的喜悦中，另一批富豪正在崛起，他们旗下的企业也通过中概股上市方式成长起来。2014年9月19日，纽交所的钟声响起，阿里巴巴创造了当年美股最大IPO的纪录。后来，中概股继续赴美上市，2018年，以拼多多、爱奇艺等代表的明星企业成功实现IPO。在中概股繁荣阶段，互联网和新经济成为其两大特色。然而，在高速发展过程中，也有一段混沌期，即部分中概股曾被做空。针对中概股的三个代表性机构分别是香橼、浑水、灰熊研究。先看香橼，该机构从 2006 年开始将矛头对准中概股，曾做空过二十多家中概股，典型案例之一是六次“猎杀”奇虎360。浑水也动作多，自该机构成立后，被它做空的中概股公司超过18家，占其做空比例一半以上。被做空的知名中概股包括新东方、分众传媒、好未来、瑞幸咖啡、爱奇艺、跟谁学、贝壳等。（图片来源于时代周报）灰熊研究影响力偏弱一些，它曾经做空过58同城、跟谁学、蔚来汽车等中概股。上述机构在做空之际，也被外界争议。有媒体曾报道称，业内不仅嘲笑这些机构的研究报告是业余水平，这些机构还涉嫌利用信息不对称方式误导散户。香橼、浑水、灰熊研究多次针对中概股，可能有两个目的，一个是获得名声，另一个是盈利。有媒体报道，机构做空的具体操作步骤可分为：先做一份做空报告，紧接着先券商融券（借入股票并卖出），然后高调曝光做空报告以达到打压股价目的，最后低价购入股票还给券商，以获取盈利。二级市场又是敏感的。当这些机构用犀利的文字博眼球，使得部分中概股短期可能会被资金抛售。面对被做空的中概股，投资者也往往“闻声色变”。一边是争先恐后上市，一边是遭到做空机构考验，中概股走到了2020年与2021年，那是一个高潮时期。基本面强劲：低谷后的反弹受益于全球大宽松+资本看好中国资产，中概股诞生了一波疯狂的牛市。在2019年至2020年期间，约有54只中概股股价翻倍。其中，知名中概股拼多多、蔚来等涨超6倍，哔哩哔哩涨超4倍，京东涨超3倍，新东方涨超2倍。一个典型的标志是，在2018年至2020年期间，中国首富宝座已经从地产行业让位于互联网行业。中国前十大首富排行中出现的代表性企业家，正是知名中概股的掌门人。然而，峰值过后，便是低谷。受国内外各种因素影响，从2021年开始，中概股经历了一轮估值回调。数据显示，29家50亿美元以上市值的中概股中，跌幅超过50%的公司有10家，占总数比重为34.48%。其中，腰斩的知名中概股包括阿里、贝壳、蔚来、小鹏、哔哩哔哩、新东方等。另一组数据统计，仅2022年一年，中概股的总市值就蒸发超5万亿人民币。263只中概股中，有167家公司跌破了发行价。过去两年，中概股大幅下跌，导致一大批企业估值回落明显。伴随中概股走弱，中国富豪榜位置再次发生改变，农夫山泉掌门人新晋为首富，宁德时代和未上市的字节跳动强势崛起，昔日的中概股掌门人纷纷让位。在中概股低迷时刻，有投资者坚定看好，认为暂时的低谷掩不住长期向好的趋势。从去年11月份开始，中概股出现了一轮显著反弹，坚守者迎来收获期。中概股是国内新经济及互联网领域的集合场，是中国资产在全球金融市场的一张名牌，诞生了一批龙头企业。展望后市，基本面稳健的中概股依然属于优质资产，AI、半导体、新能源领域的公司更有发展前景和竞争力。随着后疫情时代，中国经济引领全球，中概股的基本面持续向好，估值有望获得进一步的修复。不少市场分析人士表示，头部互联网公司作为中国核心资产正在迎来新的春天。华尔街的投行们也纷纷发出“投资者应该转向中国”的倡议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954963998,"gmtCreate":1675931591815,"gmtModify":1675931595198,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954963998","repostId":"1122905598","repostType":4,"repost":{"id":"1122905598","kind":"news","pubTimestamp":1675926609,"share":"https://ttm.financial/m/news/1122905598?lang=&edition=fundamental","pubTime":"2023-02-09 15:10","market":"us","language":"zh","title":"让ChatGPT造车，能打得过特斯拉吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122905598","media":"智行驾道","summary":"人工智能第一次让各行各业感到威胁。随着马斯克与汽车行业的推动，人工智能已经成为了一个不可忽视的力量。在这个领域里，ChatGPT 脱颖而出，以其卓越的自然语言处理能力和巨大的知识体系，成为了汽车行业不","content":"<html><head></head><body><blockquote>人工智能第一次让各行各业感到威胁。</blockquote><p><i>随着马斯克与汽车行业的推动，人工智能已经成为了一个不可忽视的力量。在这个领域里，ChatGPT 脱颖而出，以其卓越的自然语言处理能力和巨大的知识体系，成为了汽车行业不可缺少的一员。本文将以 ChatGPT 为例，分析其对于汽车行业的影响与推动作用。</i></p><p>以上内容，出自Open AI的智能聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT之手，只需要在聊天框中输入“帮我写一个跟ChatGPT相关的文章开头，关联到马斯克与汽车行业”，ChatGPT就能自动帮你写好。</p><p><img src=\"https://static.tigerbbs.com/bbf632d500fa01e0d5c4b9c08dc27907\" tg-width=\"700\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>最近一段时间，AI聊天机器人ChatGPT火爆全球，上线不到一周日活用户破百万，2个月破亿……一时间成为现象级消费类AI应用。</p><p>有人用ChatGPT通过了<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>L3工程师入职测试，年薪18.3万美元；有学生用ChatGPT拿下全班最高分；ChatGPT之所以火爆，原因就是智能化程度之高，令人细思极恐，就连马斯克也在去年12月就曾公开表示称：ChatGPT好得吓人，我们离强大到危险的人工智能不远了。</p><p><img src=\"https://static.tigerbbs.com/74d52520e0c0cc9466d8c74a7cbef623\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>具体有多吓人？我们先用几个案例来说明。除了帮忙写文章开头之外，ChatGPT还能分析出BBA为什么电动化落后，且列出了几个改善方法。</p><p><img src=\"https://static.tigerbbs.com/c8ea16df95b79a1e8673a7eabb07b2f7\" tg-width=\"700\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>还能直接对比智能汽车与传统汽车的区别，并整理成表格。</p><p><img src=\"https://static.tigerbbs.com/add4e3ff0522c81f1d49e2c04a73ae6c\" tg-width=\"700\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>甚至能分析<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的竞争并随手写成一篇千字左右的文章。</p><p><img src=\"https://static.tigerbbs.com/1bf9649ebb7308e809b230dcf748938b\" tg-width=\"700\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p>事实上，ChatGPT是一个生成式AI，即内容生成器，它并非凭空生成或制造产品，而是通过人类向它提供的材料、信息、文献、文体等进行深度学习，模拟人类的反应做出回答和回应。那么，在汇集了全球无数的信息之后，ChatGPT能给智能汽车行业带来哪些影响和改变呢？</p><p><img src=\"https://static.tigerbbs.com/6da3fe76446142ab10f3cf9e00eb1b52\" tg-width=\"1080\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>ChatGPT能给汽车行业的发展带来哪些影响与改变？不如我们先听听它自己是怎么说的。</p><p><i>ChatGPT 作为人工智能的一种实现，在智能汽车行业有着广泛的应用。它可以用于语音识别、图像识别、自然语言处理等方面，帮助汽车厂商提高汽车的智能化水平，使得汽车具有更高的安全性和智能化程度。</i></p><p>ChatGPT自己认为在“智能化水平”方面能给汽车行业带来帮助，显然是“谦虚”了，从目前ChatGPT展示的效果来看，至少能给汽车行业带来三种颠覆性的变化，分别作用在设计阶段，生产阶段和销售阶段，我们一个个来说。</p><p>假如我现在要研发一款年轻化的汽车，向ChatGPT求助，请它帮忙分析年轻人的购车需求，最终得到这样的回复：</p><p><img src=\"https://static.tigerbbs.com/6df540ea3af7f8e4d983b61c3bd9339c\" tg-width=\"700\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>智能化、高颜值、价格、便携性等，基本都说到点上了，除此之外，还能帮忙推荐一些关于年轻消费者购车倾向和需求的调研报告，这对于汽车行业从业者来说十分有用，省去了自己查找筛选的时间。</p><p><img src=\"https://static.tigerbbs.com/aa401e153d5976bcd5a8c20fdf965b02\" tg-width=\"700\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>不过，如果你想让ChatGPT直接帮忙设计一辆汽车，得到的答案是“很抱歉，作为一种语言模型，我并不能直接帮您设计一款汽车”，很Siri的回复，虽然无法设计，ChatGPT还是会提供一些建议，比如“在设计汽车时，您需要考虑年轻人的需求和喜好，并结合市场需求进行分析。”</p><p>在设计阶段，ChatGPT拥有的大数据分析能力，能在最快时间分析大量的汽车数据，帮助行业了解消费者的需求和行为，从而帮助汽车公司更好地设计和开发一款汽车。</p><p>而在生产阶段，如果问ChatGPT“如何改变汽车生产模式”，可以得到这样的结论：</p><p><img src=\"https://static.tigerbbs.com/ceeddfef576e815178d2e8cc3781e73a\" tg-width=\"700\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>简单来说，就是通过对数据的分析和处理，为汽车生产企业提供更准确的生产计划和决策，从而提高生产效率。此外，ChatGPT还可以帮助汽车生产企业实现更加智能化的生产管理，例如通过实时监测生产线上的生产数据，及时发现生产过程中的问题并采取措施，从而降低生产成本和提高生产效率。</p><p>如果继续追问如何提高生产效率，得到的回答是通过自动化生产流程、数据分析、预测需求等方面改善生产效率。至于更加具体的操作，就需要车企提供相关资料给ChatGPT分析了。</p><p><img src=\"https://static.tigerbbs.com/aeadc388781ff98c6a1d2b6193113126\" tg-width=\"700\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>在最后的销售阶段，ChatGPT也给出了3个改进项目，第一是智能客服，可以为消费者提供专业的咨询服务，目前已经有一些客服岗位被AI取代；第二是通过大量数据分析，帮助销售人员了解客户的需求和购车行为，从而改进销售策略；第三是可以帮助销售快速回答客户问题，并协助管理客户信息，识别潜在客户。</p><p><img src=\"https://static.tigerbbs.com/c279619c19efd9d3ed506472c1fbe299\" tg-width=\"700\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/></p><p>关于销售阶段的应用，<a href=\"https://laohu8.com/S/MSFT\">微软</a>已经冲在前面了，上周四，微软旗下Dynamics 365产品线发布视频，宣布旗下客户关系管理软件Viva Sales将集成OpenAI的技术，通过人工智能帮助销售人员完成许多繁杂且重复的文字工作。</p><p>利用ChatGPT人工智能模型，可以为电子邮件里客户的问题生成回复建议。例如，销售人员可以从“提供折扣”、“回复询问”或“自行创建”等选项中进行选择，然后人工智能将创建可使用的内容。</p><p>下一步将会有怎样的应用，取决于人类的想象力。诚然，虽然ChatGPT推出的时间很短，但它对各行各业的影响却具有颠覆性的，而且商业模式正逐渐得到拓展，未来可以探索的空间非常广阔。</p><p>当然新事物的诞生总是伴随着挑战与机遇，ChatGPT也同样如此。</p><p><img src=\"https://static.tigerbbs.com/7c9221bd1d43d003be073dd71eb263c6\" tg-width=\"1080\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>尽管ChatGPT十分具有颠覆性，但<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>却对其充满了警惕，甚至警告员工不要与ChatGPT分享机密信息。微软高级工程师也表示“请不要将敏感数据发送给OpenAI终端，因为他们可能会将其用于训练未来的模型。”</p><p>原因就是我们老生常谈的话题：数据隐私。</p><p><img src=\"https://static.tigerbbs.com/279335e411eb1f82ec7f95ae1ccdf7a0\" tg-width=\"700\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>以ChatGPT的数据体量，人类在ChatGPT面前没有秘密可言，任何人类留存在网络的信息，ChatGPT应该都搜索得到，包括我们的隐私。</p><p>从ChatGPT的表现来看，小到人类个人都可能成为其受害者，个人或企业肖像、名誉等人格和财产权益可能受到损害，大到ChatGPT会给社会秩序、国家政治稳定和安全造成巨大威胁。</p><p>所幸的是，ChatGPT现在还属于人类管控，而且应该是被冻结了找出隐私的功能，不然不知道有多少90后的非主流黑历史要被翻出来。</p><p><img src=\"https://static.tigerbbs.com/1ed8ae45cc2cef79bf7c1b122cc6426e\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>因此，不管是汽车行业还是其他行业，在使用ChatGPT上，并不是只管用就行，还存在着技术上的挑战。除了数据安全外，还需要大量的专业知识和高质量的训练数据，以及专业的技术支持，以解决技术上的问题和难题。</p><p>当然，机遇也有，在智能汽车上，语音交互、自动驾驶、高精地图等问题，都可以通过ChatGPT辅助协作，就看谁能先接入ChatGPT的API接口。</p><p><img src=\"https://static.tigerbbs.com/aae41f505987f084133d5492d55ade61\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>在智能汽车上，我们经常吐槽的一个点，是汽车上的智能语音缺少“情感”，这是一个很抽象的词，如何定义情感？ChatGPT就是个比较好的解决方案。</p><p>比如在问“汽车行业有哪些奇怪设计”的时候，一般的语音助手都是说“不清楚”，因为“奇怪”是一个很主观的词，而ChatGPT的回答是“并不是所有设计都被认为是标准的，不同的设计风格和特点在某些人看来是奇怪的，但在其他人眼中可能是合适的”。</p><p><img src=\"https://static.tigerbbs.com/95fc565f4ad2f5fde1f623d37f337a2b\" tg-width=\"700\" tg-height=\"203\" referrerpolicy=\"no-referrer\"/></p><p>这就是所谓的高情商回复，从中我们甚至能看到ChatGPT的价值观，虽然问题还是没有答案，但这样的回复显然让人更加舒服。</p><p>更加重要的是，ChatGPT是可进化的，也就是说可以通过训练和使用最先进的自然语言处理技术，来改善智能汽车的语音识别性能。例如，它可以通过语音识别技术，例如语音语法、语音识别和语音合成等，实现语音指令识别和处理。值得一提的是，CHatGPT上车并不难，可以直接接入智能汽车系统，并通过 API 的形式与智能汽车系统进行交互。</p><p><img src=\"https://static.tigerbbs.com/26820695514f798c6ce1096a00a2fe34\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/></p><p>而在自动驾驶方面，ChatGPT 可以通过数据分析和人工智能技术来实现自动驾驶功能，帮助驾驶员更加方便和安全地驾驶。</p><p>例如，ChatGPT可以用来分析大量的驾驶日志数据，以找出驾驶员在特定情境下的行为规律，并用这些信息来训练自动驾驶控制系统，从而提高它们在复杂情境下的决策能力。总的来说，ChatGPT的分析能力可以为改善自动驾驶技术的情景判断能力提供有力的支持。</p><p>同时，ChatGPT 也可以为汽车配备智能导航系统，实时分析道路状况，提供最快和最安全的出行方案。可以说ChatGPT+高精地图，才成为了自动驾驶的完整体。</p><p><img src=\"https://static.tigerbbs.com/fa4c4ab497ea7cbdcd5aac931c466f39\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/></p><p>这样的颠覆不仅限于汽车行业，同时适用于当今社会的各行各业，比如美国迈阿密的一名房地产中介 Frank Trelles 在接受媒体采访时表示，他试用 ChatGPT 写的介绍贴一发出去就收到了顾客的回应，并且很快就达成了交易，因此如果未来 OpenAI 要对 ChatGPT 进行收费，他也乐意付费使用。</p><p>当AI 成为了一种新型工具。对应到历史的话，ChatGPT 于 AI 的使用意义大概相当于第一台计算机的诞生、富兰克林用风筝捕获电、原始人第一次使用火。</p><p><img src=\"https://static.tigerbbs.com/e283a9983ef52d85e369f6affc305b83\" tg-width=\"1080\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>尽管AIGC潜力巨大，但在技术和商业方面、道德伦理和法规层面，仍面临着客观的问题和挑战。</p><p>比如在技术上，ChatGPT仍然还不够聪明。当你问一些具有时效性的问题时，就会出现“我的知识截止时间是2021年”的回复，偶尔还会产生不正确的信息，有时会编造文献，也会给出错误虚假的答案。</p><p><img src=\"https://static.tigerbbs.com/ed19375ee8935e8481fb7f77c95ada02\" tg-width=\"700\" tg-height=\"254\" referrerpolicy=\"no-referrer\"/></p><p>在教育界及学术界，反对声音也不断出现。一些人认为它可以成为一个很好的教学辅助工具，另一些人则担心学生会利用该程序来剽窃他们的工作。</p><p>1月5日，纽约市教育部门表示，纽约公立学校的所有设备和网络上将禁止使用ChatGPT。纽约市教育部门发言人詹娜·莱尔指出，这一决定是基于“该工具可能会对学生学习产生负面影响，以及对其内容的安全性和准确性的担忧”。</p><p>1月底，权威学术出版机构Nature，也针对ChatGPT做出规定。Nature规定，ChatGPT等大模型不能被列为作者。如在论文创作中用过相关工具，作者应在“方法”或“致谢”或适当的部分明确说明。</p><p><img src=\"https://static.tigerbbs.com/b368680cff9edab8f7004f051c75b1d6\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>与此同时，反ChatGPT的产品也已出现。美国斯塔福大学研究人员推出了DetectGPT，用于检测出AI生成文本。另一个反ChatGPT的产品GPTZero在1月底进行了升级，一天之内便有40万的访问量和220万的服务请求。这款产品能在几秒内摸清文字是人类还是AI写的。</p><p>当然，抛开这些争议，当下人们更加关注的一个话题是：<b>人工智能会不会取代人类？</b></p><p>事实上，ChatGPT的爆火最初源于它在一位工程师的诱导下，竟写出了毁灭人类的计划书。步骤详细到入侵各国计算机系统、控制武器、破坏通讯、交通系统等，甚至还给出了相应的Python代码。</p><p><img src=\"https://static.tigerbbs.com/bbfbf5a4b4a55a4477a0a77b6702d6c5\" tg-width=\"700\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/53e36307cb7bdab10177d8aee89ecb97\" tg-width=\"700\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>虽然在此后的一次更新上，ChatGPT取消了一些反人类反道德的回答，但当我们问到“未来哪些工作会被ChatGPT替代”时，得到了肯定的回复。</p><p><img src=\"https://static.tigerbbs.com/8b504a596db7386aab2f0cf1c2d4a296\" tg-width=\"700\" tg-height=\"178\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在一些繁琐的、重复的、高度依赖模式的工作中，比如数据录入、文档处理、客服等岗位，是可能被ChatGPT替代的，这方面好坏各占一半，好的方面是人类可以参与更多具有创造性的工作，而不必把时间用在这些枯燥的工作上；坏的方面是，这种重复性的工作可能就是一个人赖以生存的根本，ChatGPT正在剥夺这部分人的利益。</p><p>至于ChatGPT是噱头还是工具，至少从目前的来看，在汽车行业，ChatGPT确实具有重大的影响力，能解决一些实际问题，可以为汽车行业做出一些改变。</p><p>最后，我们通过ChatGPT，给这篇文章写了个结尾。</p><p><img src=\"https://static.tigerbbs.com/e6573b718c695f7ce791b461d9c30fba\" tg-width=\"1080\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p><i>总的来说，ChatGPT对汽车行业具有重要的影响力。它通过改善汽车的语音识别、自动驾驶技术和导航系统等，为消费者提供更加高效和便捷的驾驶体验。在汽车行业不断发展的过程中，ChatGPT将成为一把利器，推动行业技术的提升和创新。我们相信，在未来，ChatGPT将继续为汽车行业带来巨大的价值，并为消费者带来更加美好的驾驶体验。</i></p></body></html>","source":"lsy1629432906522","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>让ChatGPT造车，能打得过特斯拉吗？</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; 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}\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让ChatGPT造车，能打得过特斯拉吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/krbjpugtrI_Zjo5uoPKUww><strong>智行驾道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人工智能第一次让各行各业感到威胁。随着马斯克与汽车行业的推动，人工智能已经成为了一个不可忽视的力量。在这个领域里，ChatGPT 脱颖而出，以其卓越的自然语言处理能力和巨大的知识体系，成为了汽车行业不可缺少的一员。本文将以 ChatGPT 为例，分析其对于汽车行业的影响与推动作用。以上内容，出自Open AI的智能聊天机器人ChatGPT之手，只需要在聊天框中输入“帮我写一个跟ChatGPT相关的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/krbjpugtrI_Zjo5uoPKUww\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14917152d2c4d31343535b94729653a9","relate_stocks":{"BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://mp.weixin.qq.com/s/krbjpugtrI_Zjo5uoPKUww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122905598","content_text":"人工智能第一次让各行各业感到威胁。随着马斯克与汽车行业的推动，人工智能已经成为了一个不可忽视的力量。在这个领域里，ChatGPT 脱颖而出，以其卓越的自然语言处理能力和巨大的知识体系，成为了汽车行业不可缺少的一员。本文将以 ChatGPT 为例，分析其对于汽车行业的影响与推动作用。以上内容，出自Open AI的智能聊天机器人ChatGPT之手，只需要在聊天框中输入“帮我写一个跟ChatGPT相关的文章开头，关联到马斯克与汽车行业”，ChatGPT就能自动帮你写好。最近一段时间，AI聊天机器人ChatGPT火爆全球，上线不到一周日活用户破百万，2个月破亿……一时间成为现象级消费类AI应用。有人用ChatGPT通过了谷歌L3工程师入职测试，年薪18.3万美元；有学生用ChatGPT拿下全班最高分；ChatGPT之所以火爆，原因就是智能化程度之高，令人细思极恐，就连马斯克也在去年12月就曾公开表示称：ChatGPT好得吓人，我们离强大到危险的人工智能不远了。具体有多吓人？我们先用几个案例来说明。除了帮忙写文章开头之外，ChatGPT还能分析出BBA为什么电动化落后，且列出了几个改善方法。还能直接对比智能汽车与传统汽车的区别，并整理成表格。甚至能分析特斯拉与比亚迪的竞争并随手写成一篇千字左右的文章。事实上，ChatGPT是一个生成式AI，即内容生成器，它并非凭空生成或制造产品，而是通过人类向它提供的材料、信息、文献、文体等进行深度学习，模拟人类的反应做出回答和回应。那么，在汇集了全球无数的信息之后，ChatGPT能给智能汽车行业带来哪些影响和改变呢？ChatGPT能给汽车行业的发展带来哪些影响与改变？不如我们先听听它自己是怎么说的。ChatGPT 作为人工智能的一种实现，在智能汽车行业有着广泛的应用。它可以用于语音识别、图像识别、自然语言处理等方面，帮助汽车厂商提高汽车的智能化水平，使得汽车具有更高的安全性和智能化程度。ChatGPT自己认为在“智能化水平”方面能给汽车行业带来帮助，显然是“谦虚”了，从目前ChatGPT展示的效果来看，至少能给汽车行业带来三种颠覆性的变化，分别作用在设计阶段，生产阶段和销售阶段，我们一个个来说。假如我现在要研发一款年轻化的汽车，向ChatGPT求助，请它帮忙分析年轻人的购车需求，最终得到这样的回复：智能化、高颜值、价格、便携性等，基本都说到点上了，除此之外，还能帮忙推荐一些关于年轻消费者购车倾向和需求的调研报告，这对于汽车行业从业者来说十分有用，省去了自己查找筛选的时间。不过，如果你想让ChatGPT直接帮忙设计一辆汽车，得到的答案是“很抱歉，作为一种语言模型，我并不能直接帮您设计一款汽车”，很Siri的回复，虽然无法设计，ChatGPT还是会提供一些建议，比如“在设计汽车时，您需要考虑年轻人的需求和喜好，并结合市场需求进行分析。”在设计阶段，ChatGPT拥有的大数据分析能力，能在最快时间分析大量的汽车数据，帮助行业了解消费者的需求和行为，从而帮助汽车公司更好地设计和开发一款汽车。而在生产阶段，如果问ChatGPT“如何改变汽车生产模式”，可以得到这样的结论：简单来说，就是通过对数据的分析和处理，为汽车生产企业提供更准确的生产计划和决策，从而提高生产效率。此外，ChatGPT还可以帮助汽车生产企业实现更加智能化的生产管理，例如通过实时监测生产线上的生产数据，及时发现生产过程中的问题并采取措施，从而降低生产成本和提高生产效率。如果继续追问如何提高生产效率，得到的回答是通过自动化生产流程、数据分析、预测需求等方面改善生产效率。至于更加具体的操作，就需要车企提供相关资料给ChatGPT分析了。在最后的销售阶段，ChatGPT也给出了3个改进项目，第一是智能客服，可以为消费者提供专业的咨询服务，目前已经有一些客服岗位被AI取代；第二是通过大量数据分析，帮助销售人员了解客户的需求和购车行为，从而改进销售策略；第三是可以帮助销售快速回答客户问题，并协助管理客户信息，识别潜在客户。关于销售阶段的应用，微软已经冲在前面了，上周四，微软旗下Dynamics 365产品线发布视频，宣布旗下客户关系管理软件Viva Sales将集成OpenAI的技术，通过人工智能帮助销售人员完成许多繁杂且重复的文字工作。利用ChatGPT人工智能模型，可以为电子邮件里客户的问题生成回复建议。例如，销售人员可以从“提供折扣”、“回复询问”或“自行创建”等选项中进行选择，然后人工智能将创建可使用的内容。下一步将会有怎样的应用，取决于人类的想象力。诚然，虽然ChatGPT推出的时间很短，但它对各行各业的影响却具有颠覆性的，而且商业模式正逐渐得到拓展，未来可以探索的空间非常广阔。当然新事物的诞生总是伴随着挑战与机遇，ChatGPT也同样如此。尽管ChatGPT十分具有颠覆性，但亚马逊却对其充满了警惕，甚至警告员工不要与ChatGPT分享机密信息。微软高级工程师也表示“请不要将敏感数据发送给OpenAI终端，因为他们可能会将其用于训练未来的模型。”原因就是我们老生常谈的话题：数据隐私。以ChatGPT的数据体量，人类在ChatGPT面前没有秘密可言，任何人类留存在网络的信息，ChatGPT应该都搜索得到，包括我们的隐私。从ChatGPT的表现来看，小到人类个人都可能成为其受害者，个人或企业肖像、名誉等人格和财产权益可能受到损害，大到ChatGPT会给社会秩序、国家政治稳定和安全造成巨大威胁。所幸的是，ChatGPT现在还属于人类管控，而且应该是被冻结了找出隐私的功能，不然不知道有多少90后的非主流黑历史要被翻出来。因此，不管是汽车行业还是其他行业，在使用ChatGPT上，并不是只管用就行，还存在着技术上的挑战。除了数据安全外，还需要大量的专业知识和高质量的训练数据，以及专业的技术支持，以解决技术上的问题和难题。当然，机遇也有，在智能汽车上，语音交互、自动驾驶、高精地图等问题，都可以通过ChatGPT辅助协作，就看谁能先接入ChatGPT的API接口。在智能汽车上，我们经常吐槽的一个点，是汽车上的智能语音缺少“情感”，这是一个很抽象的词，如何定义情感？ChatGPT就是个比较好的解决方案。比如在问“汽车行业有哪些奇怪设计”的时候，一般的语音助手都是说“不清楚”，因为“奇怪”是一个很主观的词，而ChatGPT的回答是“并不是所有设计都被认为是标准的，不同的设计风格和特点在某些人看来是奇怪的，但在其他人眼中可能是合适的”。这就是所谓的高情商回复，从中我们甚至能看到ChatGPT的价值观，虽然问题还是没有答案，但这样的回复显然让人更加舒服。更加重要的是，ChatGPT是可进化的，也就是说可以通过训练和使用最先进的自然语言处理技术，来改善智能汽车的语音识别性能。例如，它可以通过语音识别技术，例如语音语法、语音识别和语音合成等，实现语音指令识别和处理。值得一提的是，CHatGPT上车并不难，可以直接接入智能汽车系统，并通过 API 的形式与智能汽车系统进行交互。而在自动驾驶方面，ChatGPT 可以通过数据分析和人工智能技术来实现自动驾驶功能，帮助驾驶员更加方便和安全地驾驶。例如，ChatGPT可以用来分析大量的驾驶日志数据，以找出驾驶员在特定情境下的行为规律，并用这些信息来训练自动驾驶控制系统，从而提高它们在复杂情境下的决策能力。总的来说，ChatGPT的分析能力可以为改善自动驾驶技术的情景判断能力提供有力的支持。同时，ChatGPT 也可以为汽车配备智能导航系统，实时分析道路状况，提供最快和最安全的出行方案。可以说ChatGPT+高精地图，才成为了自动驾驶的完整体。这样的颠覆不仅限于汽车行业，同时适用于当今社会的各行各业，比如美国迈阿密的一名房地产中介 Frank Trelles 在接受媒体采访时表示，他试用 ChatGPT 写的介绍贴一发出去就收到了顾客的回应，并且很快就达成了交易，因此如果未来 OpenAI 要对 ChatGPT 进行收费，他也乐意付费使用。当AI 成为了一种新型工具。对应到历史的话，ChatGPT 于 AI 的使用意义大概相当于第一台计算机的诞生、富兰克林用风筝捕获电、原始人第一次使用火。尽管AIGC潜力巨大，但在技术和商业方面、道德伦理和法规层面，仍面临着客观的问题和挑战。比如在技术上，ChatGPT仍然还不够聪明。当你问一些具有时效性的问题时，就会出现“我的知识截止时间是2021年”的回复，偶尔还会产生不正确的信息，有时会编造文献，也会给出错误虚假的答案。在教育界及学术界，反对声音也不断出现。一些人认为它可以成为一个很好的教学辅助工具，另一些人则担心学生会利用该程序来剽窃他们的工作。1月5日，纽约市教育部门表示，纽约公立学校的所有设备和网络上将禁止使用ChatGPT。纽约市教育部门发言人詹娜·莱尔指出，这一决定是基于“该工具可能会对学生学习产生负面影响，以及对其内容的安全性和准确性的担忧”。1月底，权威学术出版机构Nature，也针对ChatGPT做出规定。Nature规定，ChatGPT等大模型不能被列为作者。如在论文创作中用过相关工具，作者应在“方法”或“致谢”或适当的部分明确说明。与此同时，反ChatGPT的产品也已出现。美国斯塔福大学研究人员推出了DetectGPT，用于检测出AI生成文本。另一个反ChatGPT的产品GPTZero在1月底进行了升级，一天之内便有40万的访问量和220万的服务请求。这款产品能在几秒内摸清文字是人类还是AI写的。当然，抛开这些争议，当下人们更加关注的一个话题是：人工智能会不会取代人类？事实上，ChatGPT的爆火最初源于它在一位工程师的诱导下，竟写出了毁灭人类的计划书。步骤详细到入侵各国计算机系统、控制武器、破坏通讯、交通系统等，甚至还给出了相应的Python代码。虽然在此后的一次更新上，ChatGPT取消了一些反人类反道德的回答，但当我们问到“未来哪些工作会被ChatGPT替代”时，得到了肯定的回复。在一些繁琐的、重复的、高度依赖模式的工作中，比如数据录入、文档处理、客服等岗位，是可能被ChatGPT替代的，这方面好坏各占一半，好的方面是人类可以参与更多具有创造性的工作，而不必把时间用在这些枯燥的工作上；坏的方面是，这种重复性的工作可能就是一个人赖以生存的根本，ChatGPT正在剥夺这部分人的利益。至于ChatGPT是噱头还是工具，至少从目前的来看，在汽车行业，ChatGPT确实具有重大的影响力，能解决一些实际问题，可以为汽车行业做出一些改变。最后，我们通过ChatGPT，给这篇文章写了个结尾。总的来说，ChatGPT对汽车行业具有重要的影响力。它通过改善汽车的语音识别、自动驾驶技术和导航系统等，为消费者提供更加高效和便捷的驾驶体验。在汽车行业不断发展的过程中，ChatGPT将成为一把利器，推动行业技术的提升和创新。我们相信，在未来，ChatGPT将继续为汽车行业带来巨大的价值，并为消费者带来更加美好的驾驶体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955769797,"gmtCreate":1675771406220,"gmtModify":1675771410740,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955769797","repostId":"1123781047","repostType":4,"repost":{"id":"1123781047","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1675768946,"share":"https://ttm.financial/m/news/1123781047?lang=&edition=fundamental","pubTime":"2023-02-07 19:22","market":"us","language":"zh","title":"鲍威尔讲话今夜来袭！为何市场如此紧张？","url":"https://stock-news.laohu8.com/highlight/detail?id=1123781047","media":"华尔街见闻","summary":"对于当前过于乐观的市场而言，美联储翻脸将造成灾难性的打击。在美股继续艰难消化大超预期的1月非农报告时，亚特兰大联储主席博斯蒂克的鹰派发言又向投资者泼了盆冷水，隔夜美股三大指数携手下挫，标普一度失守41","content":"<html><head></head><body><blockquote>对于当前过于乐观的市场而言，美联储翻脸将造成灾难性的打击。</blockquote><p>在美股继续艰难消化大超预期的1月非农报告时，亚特兰大联储主席博斯蒂克的鹰派发言又向投资者泼了盆冷水，隔夜美股三大指数携手下挫，标普一度失守4100点，美元指数创四周以来新高。</p><p><img src=\"https://static.tigerbbs.com/de011dce90f857dffb73330ed36432f9\" tg-width=\"500\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>市场最大的担忧可能在于，重磅经济指标的火热会让美联储翻脸，祭出更多加息，或彻底颠覆年内降息的预期。若噩梦照进现实，<b>这对于当前过于乐观的市场而言将造成灾难性的打击。</b></p><p>目前，投资者正在焦急等待美联储主席鲍威尔的最新表态，以窥探1月非农报告对美联储加息路径的影响。</p><p>官网信息显示，鲍威尔将于美东时间2月7日12:40（北京时间2月8日01:40）参加在华盛顿经济俱乐部举行的一场讨论，这也是2月货币政策新闻发布会以来鲍威尔的首次公开露面。</p><p><b>美联储会再次踩下加息“油门”吗？市场忧心忡忡</b></p><p>自大跌眼镜的1月非农报告公布以来，市场情绪已经明显遭到打击。</p><p>利率峰值预期在短短两天时间内从4.9%飙升至5.1%，几乎完全符合美联储去年年底公布的预测中值。</p><p><img src=\"https://static.tigerbbs.com/3ddf8c46f3da791e412b68c73d34e36b\" tg-width=\"500\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>自美联储1月加息25基点以来，市场预计今年剩余时间里还有两次加息，但现在市场愈发担心，美联储或祭出更多加息。</p><p>芝商所美联储观察工具显示，美联储在3月会议上再度加息25基点几乎板上钉钉，更有甚者认为，美联储可能会祭出50基点的加息幅度，5月和6月加息的预期也在快速升温。</p><p><img src=\"https://static.tigerbbs.com/45dce2ab65c7ec4fbe693d5c14650ce7\" tg-width=\"574\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p><b>过于乐观，代价巨大</b></p><p>在野村证券看来，市场完全有理由担心美联储再次踩下加息“油门”。</p><p>野村证券分析师Charlie McElligott在过去几周一直向投资者发出警告，称美国经济正在加速回暖。</p><p>McElligott表示，<b>市场普遍认为美联储在年内“暂停加息”，下一步进行“宽松”</b>，<b>这是一种灾难性的假设，市场根本没有为美联储恢复加息做好准备，因此面临做出最错误定价的风险。</b></p><p>McElligott强调，这并非是说“经济加速回暖=通胀重燃=美联储恢复加息”的前景突然变成了基本假设，但问题在于，<b>这种前景的定价太低了</b>，虽然目前正在被修正，此外，<b>全球经济的加速回暖足以抵消美联储稳步降通胀举措带来的影响。</b></p><blockquote>因此美联储需要向更高、更久的利率倾斜，直到看到其青睐的菲利普斯曲线（表明失业与通货膨胀存在一种交替关系的曲线）对劳动力市场产生一些影响的证据。</blockquote><blockquote>我们所有人都认为，与前一年相比，通胀率不可避免地下降，但这些数据相对滞后，美国和全球整体经济活动再次加速升温......<b>这就是为什么人们突然意识到美联储面临再次落后（于通胀曲线）的风险。</b></blockquote><p><b>经济升温趋势愈加明显，鲍威尔明天是否会“鹰气满满”？</b></p><p>McElligott认为，鲍威尔几乎不会改变他对通胀趋势、金融状况指数(FCI)放松的看法，理由是鲍威尔要维护美联储在稳定通胀方面的公信力。</p><blockquote>我是第一个在激烈的“美联储信誉”辩论中认输投降的人.....但是说实话，<b>他在这么短的时间内又释放出令人震惊的消息，这对我来说很难接受。</b></blockquote><p>在上周召开的货币政策新闻发布会上，美联储主席鲍威尔首度提出“反通胀进程已经开始”（the disinflationary process has begun），这一略带鸽味的说辞让市场又惊又喜。反通胀（disinflation），指通胀速度开始下降，但此时经济仍处于通胀状态。</p><p>然而，重磅指标剑指更严峻的通胀风险，可能会让鲍威尔释放出更为微妙的信号。McElligott表示：</p><blockquote>单与去年相比，通胀看起来正在下行，但现如今，美国经济在美联储大力干预的情况下重新加速增长，这让所有人都感到惊讶，尤其是世界上有如此多的国家以“衰退厄运者”的姿态进入新的一年。</blockquote><blockquote>因此，我预计未来几天，<b>鲍威尔和美联储其他发言人会提到很多“依赖数据”的问题，而不是像上周三那样13次提到“反通胀”</b>。</blockquote><p>McElligott警告称，如果鲍威尔本次讲话不够小心周到，他真得可能会“自砸饭碗”。</p><p><b>如果他重申散发着鸽味的“反通胀”观点，市场将会迎来狂欢，但由于最近FCI下滑可能导致需求驱动的通胀，下周二公布的1月CPI数据或许会保持坚挺。</b></p><p><img src=\"https://static.tigerbbs.com/dc7137c0e342212a7e4bd92ed0615f26\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>分析师预计，美国1月CPI同比增速将从前月的6.5%小幅下降至6.2%，核心CPI同比增速将从5.7%降至5.5%。</p><p>展望未来，美国通胀下降的速度很可能让市场大失所望。东吴证券陶川团队警告称，随着中国经济强劲复苏、欧洲经济率先软着陆反弹，意味着美元指数继续走弱，加上大宗商品价格上涨，美国将面临输入性通胀的压力，这会进一步加剧美联储调控通胀的难度，转向决策会更加谨慎。</p><p>该机构认为，在不考虑美元贬值直接影响的情况下，油价若在中、欧需求的支撑下回到100美元/桶上方（这个可能性很大），<b>美国通胀在2023年很难回到3%下方。</b></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>鲍威尔讲话今夜来袭！为何市场如此紧张？</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; 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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鲍威尔讲话今夜来袭！为何市场如此紧张？\n</h2>\n\n<h4 class=\"meta\">\n\n2023-02-07 19:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于当前过于乐观的市场而言，美联储翻脸将造成灾难性的打击。在美股继续艰难消化大超预期的1月非农报告时，亚特兰大联储主席博斯蒂克的鹰派发言又向投资者泼了盆冷水，隔夜美股三大指数携手下挫，标普一度失守4100点，美元指数创四周以来新高。市场最大的担忧可能在于，重磅经济指标的火热会让美联储翻脸，祭出更多加息，或彻底颠覆年内降息的预期。若噩梦照进现实，这对于当前过于乐观的市场而言将造成灾难性的打击。目前，...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123781047","content_text":"对于当前过于乐观的市场而言，美联储翻脸将造成灾难性的打击。在美股继续艰难消化大超预期的1月非农报告时，亚特兰大联储主席博斯蒂克的鹰派发言又向投资者泼了盆冷水，隔夜美股三大指数携手下挫，标普一度失守4100点，美元指数创四周以来新高。市场最大的担忧可能在于，重磅经济指标的火热会让美联储翻脸，祭出更多加息，或彻底颠覆年内降息的预期。若噩梦照进现实，这对于当前过于乐观的市场而言将造成灾难性的打击。目前，投资者正在焦急等待美联储主席鲍威尔的最新表态，以窥探1月非农报告对美联储加息路径的影响。官网信息显示，鲍威尔将于美东时间2月7日12:40（北京时间2月8日01:40）参加在华盛顿经济俱乐部举行的一场讨论，这也是2月货币政策新闻发布会以来鲍威尔的首次公开露面。美联储会再次踩下加息“油门”吗？市场忧心忡忡自大跌眼镜的1月非农报告公布以来，市场情绪已经明显遭到打击。利率峰值预期在短短两天时间内从4.9%飙升至5.1%，几乎完全符合美联储去年年底公布的预测中值。自美联储1月加息25基点以来，市场预计今年剩余时间里还有两次加息，但现在市场愈发担心，美联储或祭出更多加息。芝商所美联储观察工具显示，美联储在3月会议上再度加息25基点几乎板上钉钉，更有甚者认为，美联储可能会祭出50基点的加息幅度，5月和6月加息的预期也在快速升温。过于乐观，代价巨大在野村证券看来，市场完全有理由担心美联储再次踩下加息“油门”。野村证券分析师Charlie McElligott在过去几周一直向投资者发出警告，称美国经济正在加速回暖。McElligott表示，市场普遍认为美联储在年内“暂停加息”，下一步进行“宽松”，这是一种灾难性的假设，市场根本没有为美联储恢复加息做好准备，因此面临做出最错误定价的风险。McElligott强调，这并非是说“经济加速回暖=通胀重燃=美联储恢复加息”的前景突然变成了基本假设，但问题在于，这种前景的定价太低了，虽然目前正在被修正，此外，全球经济的加速回暖足以抵消美联储稳步降通胀举措带来的影响。因此美联储需要向更高、更久的利率倾斜，直到看到其青睐的菲利普斯曲线（表明失业与通货膨胀存在一种交替关系的曲线）对劳动力市场产生一些影响的证据。我们所有人都认为，与前一年相比，通胀率不可避免地下降，但这些数据相对滞后，美国和全球整体经济活动再次加速升温......这就是为什么人们突然意识到美联储面临再次落后（于通胀曲线）的风险。经济升温趋势愈加明显，鲍威尔明天是否会“鹰气满满”？McElligott认为，鲍威尔几乎不会改变他对通胀趋势、金融状况指数(FCI)放松的看法，理由是鲍威尔要维护美联储在稳定通胀方面的公信力。我是第一个在激烈的“美联储信誉”辩论中认输投降的人.....但是说实话，他在这么短的时间内又释放出令人震惊的消息，这对我来说很难接受。在上周召开的货币政策新闻发布会上，美联储主席鲍威尔首度提出“反通胀进程已经开始”（the disinflationary process has begun），这一略带鸽味的说辞让市场又惊又喜。反通胀（disinflation），指通胀速度开始下降，但此时经济仍处于通胀状态。然而，重磅指标剑指更严峻的通胀风险，可能会让鲍威尔释放出更为微妙的信号。McElligott表示：单与去年相比，通胀看起来正在下行，但现如今，美国经济在美联储大力干预的情况下重新加速增长，这让所有人都感到惊讶，尤其是世界上有如此多的国家以“衰退厄运者”的姿态进入新的一年。因此，我预计未来几天，鲍威尔和美联储其他发言人会提到很多“依赖数据”的问题，而不是像上周三那样13次提到“反通胀”。McElligott警告称，如果鲍威尔本次讲话不够小心周到，他真得可能会“自砸饭碗”。如果他重申散发着鸽味的“反通胀”观点，市场将会迎来狂欢，但由于最近FCI下滑可能导致需求驱动的通胀，下周二公布的1月CPI数据或许会保持坚挺。分析师预计，美国1月CPI同比增速将从前月的6.5%小幅下降至6.2%，核心CPI同比增速将从5.7%降至5.5%。展望未来，美国通胀下降的速度很可能让市场大失所望。东吴证券陶川团队警告称，随着中国经济强劲复苏、欧洲经济率先软着陆反弹，意味着美元指数继续走弱，加上大宗商品价格上涨，美国将面临输入性通胀的压力，这会进一步加剧美联储调控通胀的难度，转向决策会更加谨慎。该机构认为，在不考虑美元贬值直接影响的情况下，油价若在中、欧需求的支撑下回到100美元/桶上方（这个可能性很大），美国通胀在2023年很难回到3%下方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952269376,"gmtCreate":1674748535195,"gmtModify":1676538957061,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952269376","repostId":"1120612539","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956810968,"gmtCreate":1673958255154,"gmtModify":1676538908498,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956810968","repostId":"1139018064","repostType":4,"repost":{"id":"1139018064","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":1673946203,"share":"https://ttm.financial/m/news/1139018064?lang=&edition=fundamental","pubTime":"2023-01-17 17:03","market":"other","language":"zh","title":"异动 | 明星中概股集体下挫！“木头姐”加仓，Coinbase大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1139018064","media":"老虎资讯综合","summary":"摘要：美股指期货下跌，部分中概股盘前走低，京东、蔚来、小鹏跌超3%；“木头姐”加仓，Coinbase涨超7%；黄金股盘前下跌，哈莫尼黄金、金田等多股跌超3%。1月17日，美股指期货下跌，道指期货跌0.","content":"<html><head></head><body><blockquote><b>摘要：美股指期货下跌，部分中概股盘前走低，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏跌超3%；“木头姐”加仓，Coinbase涨超7%；黄金股盘前下跌，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>、<a href=\"https://laohu8.com/S/GFI\">金田</a>等多股跌超3%。</b></blockquote><p>1月17日，美股指期货下跌，道指期货跌0.17%，纳指期货跌0.33%，标普500指数期货跌0.26%。<img src=\"https://static.tigerbbs.com/8da3787b1deec3d1676cdfbb50a058f3\" tg-width=\"828\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>部分新能源车股盘前走低，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一度跌近1%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前跌逾3%，此前爱奇艺发布声明，限制HDMI连线播放功能是应版权方要求，与是否订阅会员无关。</p><p>部分中概股盘前走低，京东跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、雾芯科技跌超2%。</p><p>“木头姐”继续加仓，Coinbase盘前涨超7%。</p><p>梅西个人服装品牌母公司MGO Global盘前涨超25%，上周五该股IPO首日破发收跌7%。</p><p>力拓盘前跌超2%，2022年铁矿石出货量持平于2021年，生产成本料高于预期。</p><p>黄金股盘前下跌，DRDGOLD、AngloGold Ashanti、哈莫尼黄金、金田均跌超3%。</p><p>Snap盘前跌超3%，JMP证券下调评级至持有。</p><p>Fate Therapeutics盘前涨超3%，获两位高管合计净买入12.51万股。</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>异动 | 明星中概股集体下挫！“木头姐”加仓，Coinbase大涨</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{ 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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 | 明星中概股集体下挫！“木头姐”加仓，Coinbase大涨\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\">2023-01-17 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股指期货下跌，部分中概股盘前走低，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏跌超3%；“木头姐”加仓，Coinbase涨超7%；黄金股盘前下跌，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>、<a href=\"https://laohu8.com/S/GFI\">金田</a>等多股跌超3%。</b></blockquote><p>1月17日，美股指期货下跌，道指期货跌0.17%，纳指期货跌0.33%，标普500指数期货跌0.26%。<img src=\"https://static.tigerbbs.com/8da3787b1deec3d1676cdfbb50a058f3\" tg-width=\"828\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>部分新能源车股盘前走低，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一度跌近1%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前跌逾3%，此前爱奇艺发布声明，限制HDMI连线播放功能是应版权方要求，与是否订阅会员无关。</p><p>部分中概股盘前走低，京东跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、雾芯科技跌超2%。</p><p>“木头姐”继续加仓，Coinbase盘前涨超7%。</p><p>梅西个人服装品牌母公司MGO Global盘前涨超25%，上周五该股IPO首日破发收跌7%。</p><p>力拓盘前跌超2%，2022年铁矿石出货量持平于2021年，生产成本料高于预期。</p><p>黄金股盘前下跌，DRDGOLD、AngloGold Ashanti、哈莫尼黄金、金田均跌超3%。</p><p>Snap盘前跌超3%，JMP证券下调评级至持有。</p><p>Fate Therapeutics盘前涨超3%，获两位高管合计净买入12.51万股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"XPEV":"小鹏汽车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139018064","content_text":"摘要：美股指期货下跌，部分中概股盘前走低，京东、蔚来、小鹏跌超3%；“木头姐”加仓，Coinbase涨超7%；黄金股盘前下跌，哈莫尼黄金、金田等多股跌超3%。1月17日，美股指期货下跌，道指期货跌0.17%，纳指期货跌0.33%，标普500指数期货跌0.26%。部分新能源车股盘前走低，蔚来、小鹏汽车跌超3%，理想汽车跌超1%，特斯拉一度跌近1%。爱奇艺盘前跌逾3%，此前爱奇艺发布声明，限制HDMI连线播放功能是应版权方要求，与是否订阅会员无关。部分中概股盘前走低，京东跌超3%，哔哩哔哩、网易、百度、贝壳、达达集团、雾芯科技跌超2%。“木头姐”继续加仓，Coinbase盘前涨超7%。梅西个人服装品牌母公司MGO Global盘前涨超25%，上周五该股IPO首日破发收跌7%。力拓盘前跌超2%，2022年铁矿石出货量持平于2021年，生产成本料高于预期。黄金股盘前下跌，DRDGOLD、AngloGold Ashanti、哈莫尼黄金、金田均跌超3%。Snap盘前跌超3%，JMP证券下调评级至持有。Fate Therapeutics盘前涨超3%，获两位高管合计净买入12.51万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958075041,"gmtCreate":1673599721384,"gmtModify":1676538862540,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a> [微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a> [微笑]&nbsp;[微笑]&nbsp;","text":"$胜科海事(S51.SI)$ [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958075041","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958079664,"gmtCreate":1673598339859,"gmtModify":1676538862249,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958079664","repostId":"1158526314","repostType":4,"repost":{"id":"1158526314","kind":"news","pubTimestamp":1673581876,"share":"https://ttm.financial/m/news/1158526314?lang=&edition=fundamental","pubTime":"2023-01-13 11:51","market":"us","language":"en","title":"Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1158526314","media":"Bloomberg","summary":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who sta","content":"<html><head></head><body><p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.</p><p>Doug Coyle’s son told him to sell the shares.</p><p>The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.</p><p>Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.</p><p>“It just all started falling down,” said Coyle, who lives in North Carolina.</p><p>Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.</p><p>In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b619f66b4aa9081c7877689f32b506\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Elon Musk</span></p><p>Now, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.</p><h2>Down to Earth</h2><p>For Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.</p><p>He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.</p><p>It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.</p><p>Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”</p><p><img src=\"https://static.tigerbbs.com/5fc6d7eb5f05df2e35c0f37dfdb48645\" tg-width=\"970\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><h2>Final Straws</h2><p>Adrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.</p><p>“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03b4dd1364d47b13a50e14cc66805a4\" tg-width=\"1000\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/><span>Karim Jovian. Source: Karim Jovian</span></p><p>For Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.</p><p>With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.</p><p>“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”</p><h2>Loyal Fans</h2><p>Of course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bfedc1018f8d5fd99cb9e2a474089f0\" tg-width=\"1000\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Dennis Coyle and his father Doug. Source: Dennis Coyle</span></p><p>He’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.</p><p>Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”</p><p>“I’m still behind it 100%,” Coyle said. “He&#39;s made me a wealthy person.”</p></body></html>","source":"lsy1584095487587","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>Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away</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: 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\">\nElon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158526314","content_text":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.“It just all started falling down,” said Coyle, who lives in North Carolina.Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.Elon MuskNow, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.Down to EarthFor Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”Final StrawsAdrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”Karim Jovian. Source: Karim JovianFor Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”Loyal FansOf course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”Dennis Coyle and his father Doug. Source: Dennis CoyleHe’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”“I’m still behind it 100%,” Coyle said. “He's made me a wealthy person.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951058078,"gmtCreate":1673362949494,"gmtModify":1676538824625,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>🐯🐯","listText":"<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Showed a U-Turn in Morning Trading; Dow Jones Rose Slightly, S&P 500 Jumped Over 0.5% While Nasdaq Soared Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-26 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks showed a U-turn in morning trading; Dow Jones rose 0.09%, S&amp;P 500 jumped 0.52% while Nasdaq soared 1.08%.<img src=\"https://static.tigerbbs.com/7b99c0c9de6515f76973e54245f0e860\" tg-width=\"485\" tg-height=\"107\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120612539","content_text":"U.S. stocks showed a U-turn in morning trading; Dow Jones rose 0.09%, S&P 500 jumped 0.52% while Nasdaq soared 1.08%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927116589,"gmtCreate":1672416703741,"gmtModify":1676538688815,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958079664","repostId":"1158526314","repostType":4,"repost":{"id":"1158526314","kind":"news","pubTimestamp":1673581876,"share":"https://ttm.financial/m/news/1158526314?lang=&edition=fundamental","pubTime":"2023-01-13 11:51","market":"us","language":"en","title":"Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1158526314","media":"Bloomberg","summary":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who sta","content":"<html><head></head><body><p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.</p><p>Doug Coyle’s son told him to sell the shares.</p><p>The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.</p><p>Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.</p><p>“It just all started falling down,” said Coyle, who lives in North Carolina.</p><p>Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.</p><p>In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b619f66b4aa9081c7877689f32b506\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Elon Musk</span></p><p>Now, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.</p><h2>Down to Earth</h2><p>For Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.</p><p>He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.</p><p>It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.</p><p>Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”</p><p><img src=\"https://static.tigerbbs.com/5fc6d7eb5f05df2e35c0f37dfdb48645\" tg-width=\"970\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><h2>Final Straws</h2><p>Adrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.</p><p>“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03b4dd1364d47b13a50e14cc66805a4\" tg-width=\"1000\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/><span>Karim Jovian. Source: Karim Jovian</span></p><p>For Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.</p><p>With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.</p><p>“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”</p><h2>Loyal Fans</h2><p>Of course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bfedc1018f8d5fd99cb9e2a474089f0\" tg-width=\"1000\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Dennis Coyle and his father Doug. Source: Dennis Coyle</span></p><p>He’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.</p><p>Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”</p><p>“I’m still behind it 100%,” Coyle said. “He&#39;s made me a wealthy person.”</p></body></html>","source":"lsy1584095487587","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>Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away</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: 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\">\nElon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158526314","content_text":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.“It just all started falling down,” said Coyle, who lives in North Carolina.Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.Elon MuskNow, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.Down to EarthFor Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”Final StrawsAdrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”Karim Jovian. Source: Karim JovianFor Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”Loyal FansOf course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”Dennis Coyle and his father Doug. Source: Dennis CoyleHe’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”“I’m still behind it 100%,” Coyle said. “He's made me a wealthy person.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921433639,"gmtCreate":1671108547122,"gmtModify":1676538491427,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IDEX\">$优点互动(IDEX)$&nbsp;</a>","listText":"<a 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958075041","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927350735,"gmtCreate":1672405641527,"gmtModify":1676538686198,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927350735","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923899983,"gmtCreate":1670818333243,"gmtModify":1676538439954,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923899983","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987820424,"gmtCreate":1667870796169,"gmtModify":1676537976889,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$</a><v-v data-views=\"1\"></v-v>😊","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$</a><v-v data-views=\"1\"></v-v>😊","text":"$胜科海事(S51.SI)$😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987820424","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940833760,"gmtCreate":1677800634751,"gmtModify":1677800638453,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940833760","repostId":"1152493387","repostType":4,"repost":{"id":"1152493387","kind":"news","pubTimestamp":1677771047,"share":"https://ttm.financial/m/news/1152493387?lang=&edition=fundamental","pubTime":"2023-03-02 23:30","market":"us","language":"en","title":"Tesla Investor Day Falls Flat","url":"https://stock-news.laohu8.com/highlight/detail?id=1152493387","media":"Seeking Alpha","summary":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla announces new gigafactory will be located in Mexico.</li><li>No $25,000 vehicle was shown off at this event.</li></ul><p>On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company&#39;s next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another &#34;buy the rumor, sell the news&#34; event.</p><p>Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla&#39;s official rendering seen below.</p><p><img src=\"https://static.tigerbbs.com/c6393fa0adf88ab0b5ee4f1d70947745\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Gigafactory Mexico(Investor Day Presentation)</p><p>As was expected, Tesla&#39;s future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.</p><p>Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week&#39;s event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla&#39;s battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.</p><p>In an article I had published recently, I discussed how previous statements around full self-driving (&#34;FSD&#34;) capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn&#39;t get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn&#39;t a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.</p><p>Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn&#39;t update on the price of the vehicle. Mass production won&#39;t occur until 2024 at the earliest, so investors shouldn&#39;t be banking on a major contribution to overall results in the next couple of quarters.</p><p>One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company&#39;s working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.</p><p>I have listened to many of Tesla&#39;s presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don&#39;t think needed to be regurgitated. For example, we didn&#39;t need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn&#39;t need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.</p><p>I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week&#39;s event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.</p><p><img src=\"https://static.tigerbbs.com/abb13f70716e3a9e527c26d3d92b0128\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>Tesla March 1st Trading (CNBC)</p><p>In the end, Tesla&#39;s Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn&#39;t surprise me if there&#39;s more selling in the near term until Tesla opens things up a bit.</p></body></html>","source":"seekingalpha_fund","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>Tesla Investor Day Falls Flat</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\">\nTesla Investor Day Falls Flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152493387","content_text":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company's next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another \"buy the rumor, sell the news\" event.Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla's official rendering seen below.Tesla Gigafactory Mexico(Investor Day Presentation)As was expected, Tesla's future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week's event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla's battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.In an article I had published recently, I discussed how previous statements around full self-driving (\"FSD\") capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn't get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn't a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn't update on the price of the vehicle. Mass production won't occur until 2024 at the earliest, so investors shouldn't be banking on a major contribution to overall results in the next couple of quarters.One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company's working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.I have listened to many of Tesla's presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don't think needed to be regurgitated. For example, we didn't need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn't need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week's event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.Tesla March 1st Trading (CNBC)In the end, Tesla's Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn't surprise me if there's more selling in the near term until Tesla opens things up a bit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940833462,"gmtCreate":1677800615256,"gmtModify":1677800619430,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940833462","repostId":"2316893310","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954963998,"gmtCreate":1675931591815,"gmtModify":1675931595198,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954963998","repostId":"1122905598","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955769797,"gmtCreate":1675771406220,"gmtModify":1675771410740,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955769797","repostId":"1123781047","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956810968,"gmtCreate":1673958255154,"gmtModify":1676538908498,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956810968","repostId":"1139018064","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929661602,"gmtCreate":1670650992807,"gmtModify":1676538412927,"author":{"id":"3568692149762667","authorId":"3568692149762667","name":"Shian","avatar":"https://community-static.tradeup.com/news/f213e92cede90d30424f98329f2948b2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568692149762667","authorIdStr":"3568692149762667"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929661602","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}