新加坡1_11 personal page - To The Moon

新加坡1_11

新加坡1_11

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2023-02-10

[财迷] [财迷] [鬼脸] [鬼脸] [鬼脸] [鬼脸]

01-31

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2022-03-17

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2023-07-08

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2022-06-29

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2023-04-12

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2022-08-18

Happy everyday

09-19

$GeneDx Holdings(WGS)$ Nice

2023-02-23

$Apple(AAPL)$ nice i like aapl

2022-06-16

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Apple Stock Is Strong … Almost to a Fault

2022-11-17

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2022-11-17

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2022-06-02

$苹果(AAPL)$nice

11-28

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2022-03-21

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2023-07-08

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Meta's Threads Has 70 Million Signups, Surprising Zuckerberg

2022-10-17

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11-29

[财迷] [财迷] [财迷]

Scaling Law失效！英伟达与AI热潮面临瓶颈

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[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376196234891344","repostId":"1196155252","repostType":4,"repost":{"id":"1196155252","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":1732863228,"share":"https://ttm.financial/m/news/1196155252?lang=&edition=fundamental","pubTime":"2024-11-29 14:53","market":"us","language":"zh","title":"Scaling Law失效！英伟达与AI热潮面临瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=1196155252","media":"老虎资讯综合","summary":"在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”。英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","content":"<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></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>Scaling Law失效！英伟达与AI热潮面临瓶颈</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; 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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\">\nScaling Law失效！英伟达与AI热潮面临瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-29 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196155252","content_text":"将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解推动 英伟达成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375863086911568,"gmtCreate":1732781533702,"gmtModify":1732862559531,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a 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Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":351128489951432,"gmtCreate":1726747218132,"gmtModify":1726747220008,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","listText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","text":"$GeneDx Holdings(WGS)$ Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351128489951432","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310845259391000,"gmtCreate":1716895560317,"gmtModify":1716895563584,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310845259391000","repostId":"310845077397664","repostType":1,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310823186645024,"gmtCreate":1716890199137,"gmtModify":1716890201146,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310823186645024","repostId":"310823253217520","repostType":1,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310820456497392,"gmtCreate":1716889433967,"gmtModify":1716889437252,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310820456497392","repostId":"310820153471072","repostType":1,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280305855946760,"gmtCreate":1709444618578,"gmtModify":1709444621413,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280305855946760","repostId":"1153927485","repostType":2,"repost":{"id":"1153927485","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":1709436552,"share":"https://ttm.financial/m/news/1153927485?lang=&edition=fundamental","pubTime":"2024-03-03 11:29","market":"us","language":"zh","title":"小鹏汽车：小鹏G6全系车型限时优惠2万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153927485","media":"老虎资讯综合","summary":"3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。","content":"<html><head></head><body><p>3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8cb1b9c69c889e03ed7e8621e089ab1\" tg-width=\"769\" tg-height=\"945\"/></p><p></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>小鹏汽车：小鹏G6全系车型限时优惠2万元</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小鹏汽车：小鹏G6全系车型限时优惠2万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-03 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8cb1b9c69c889e03ed7e8621e089ab1\" tg-width=\"769\" tg-height=\"945\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153927485","content_text":"3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268894710595768,"gmtCreate":1706682653918,"gmtModify":1706682656488,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/268894710595768","repostId":"1787584657272873","repostType":17,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241368988545088,"gmtCreate":1699948797662,"gmtModify":1699949019141,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"title":"Transfer to Tiger Trade, to earn great rewards!","htmlText":"Find out more here:<a href=\"https://tigr.link/52cb2m\">Transfer to Tiger Trade, to earn great rewards!</a>66666666666 Up to SGD 840* to giveaway","listText":"Find out more here:<a href=\"https://tigr.link/52cb2m\">Transfer to Tiger Trade, to earn great rewards!</a>66666666666 Up to SGD 840* to giveaway","text":"Find out more here:Transfer to Tiger Trade, to earn great rewards!66666666666 Up to SGD 840* to giveaway","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241368988545088","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195714956742688,"gmtCreate":1688819488570,"gmtModify":1688819493546,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Speechless] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195714956742688","repostId":"1109260220","repostType":2,"repost":{"id":"1109260220","kind":"news","pubTimestamp":1688772544,"share":"https://ttm.financial/m/news/1109260220?lang=&edition=fundamental","pubTime":"2023-07-08 07:29","market":"us","language":"en","title":"Meta's Threads Has 70 Million Signups, Surprising Zuckerberg","url":"https://stock-news.laohu8.com/highlight/detail?id=1109260220","media":"Bloomberg","summary":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from ","content":"<html><head></head><body><p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”</p><p style=\"text-align: start;\">Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.</p><p style=\"text-align: start;\">Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.</p><p style=\"text-align: start;\">“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”</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>Meta's Threads Has 70 Million Signups, Surprising Zuckerberg</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\">\nMeta's Threads Has 70 Million Signups, Surprising Zuckerberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-08 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109260220","content_text":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our 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[What] [What] [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195586157420776","repostId":"195576372076568","repostType":1,"repost":{"id":195576372076568,"gmtCreate":1688785673226,"gmtModify":1688785676674,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230728 87.50 CALL\">$ALB.HK 20230728 87.50 CALL$&nbsp;</a>哇偶","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20230728 87.50 CALL\">$ALB.HK 20230728 87.50 CALL$&nbsp;</a>哇偶","text":"$ALB.HK 20230728 87.50 CALL$ 哇偶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195576372076568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945627911,"gmtCreate":1681462536634,"gmtModify":1681462539441,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945627911","repostId":"2327148842","repostType":2,"repost":{"id":"2327148842","kind":"news","pubTimestamp":1681459328,"share":"https://ttm.financial/m/news/2327148842?lang=&edition=fundamental","pubTime":"2023-04-14 16:02","market":"us","language":"zh","title":"特斯拉又降价了，新能源车降价潮来临？","url":"https://stock-news.laohu8.com/highlight/detail?id=2327148842","media":"券商中国","summary":"紧随特斯拉，国产品牌新能源车近期也有降价促销动作。特斯拉又降价了4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版最新售价为42.699万克朗，较此前下调了9.1%；Model Y高性能版最新售价为45.65万克朗，下调了9.2%。在美国，特斯拉今年以来已经降价3次。不少业内人士预期，今年上海车展后将迎来新一轮的新能源车降价潮。","content":"<html><body><article><p>被称为“价格屠夫”的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，再次挥动镰刀——继续降价。4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版、Model Y高性能版的价格分别下调9.1%、9.2%，这是特斯拉今年在丹麦的第二次降价。</p><p>不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。紧随特斯拉，国产品牌新能源车近期也有降价促销动作。</p><p>二级市场上，在低位盘整近1个月后，新能源汽车产业链个股今日集体走强，锂矿指数大涨逾4%，盐湖提锂指数涨超3%，新能源整车指数涨近2%。</p><p>特斯拉又降价了</p><p>4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版最新售价为42.699万克朗，较此前下调了9.1%；Model Y高性能版最新售价为45.65万克朗，下调了9.2%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230414153747669v1844cjdw2mfruf\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20230414153753205v184emzstezfyt1\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_png/f23EOWYFfgEdpUR66BJjlibvF5nkav7LnbyssicUAebWUwKMcxxzZKXMicbjiaBKmMNwVY5vwkMf2tECmR49o4mdUA/640?wx_fmt=png\"/><p>这是特斯拉今年在丹麦的第二次降价。就在2个月前，特斯拉Model 3标准续航版和长续航版在丹麦降价7%-8%。</p><p>不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。4月7日，特斯拉美国官网显示，长续航版和高性能版Model 3起售价分别降低1000美元，最新售价分别为4.199万美元和5.299万美元。另外，Model S/X起售价下调9.5%，现有两款Model Y的起售价也均下调2000美元。当天，特斯拉正式在美国推出了一款价格较低的Model Y车型，配备AWD动力系统，起售价49990美元。</p><p>4月8日，针对汽车降价，特斯拉CEO马斯克回应称，降价的原因不是大家对特斯拉没有需求，而是大家没钱负担不起，只有把车价降下来，才是真正的满足需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230414153826505v184tkf99fif3ny\"/><p>马斯克说：“许多富裕的批评家不明白大规模需求受到负担能力的限制。我们的产品有很多需求，但如果价格比人们拥有的钱多，那么这种需求就无关紧要了。”</p><p>年初以来，特斯拉降价潮席卷全球，分别在中国、日本、韩国、美国、欧洲等多国和地区大幅下调售价，涉及Model 3和Model Y等市场畅销车型。</p><p>近日，有分析师对特斯拉降价发表评论称，特斯拉最近的降价不太可能是最后一次，在这家电动汽车制造商即将公布季度收益之际，降价让利润率成为人们关注的焦点。</p><p>一系列的降价动作，带动了特斯拉的销量。4月3日，特斯拉公布2023年第一季度的交付数据：第一季度交付电动汽车42.29万辆，环比增长4%，同比增长36%，打破了特斯拉单季度的交付纪录。</p><p>新能源车降价潮将来临？</p><p><strong>紧随特斯拉，国产新能源车近期也有降价促销动作。</strong></p><p>据澎湃新闻报道，4月10日，长安深蓝宣布开启“深蓝品牌周年庆”活动，提供1.2万元现金补贴，6000元金融补贴，4000元保险现金补贴。官方指导价为16.89万元起的SL03，补贴后起售价降到了14.99万元，降幅近两万元。</p><p>深蓝汽车补贴优惠并非个例，近日已有多个新能源汽车品牌推出类似优惠活动，且不同于3月份的燃油车价格大战含糊不清的降幅和促销模式，几家新能源车品牌都较为清晰地宣布了相关车型的优惠方式与额度。</p><p>4月7日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>旗下海豹车型推出购车活动，综合优惠最高3.1万元，其中包括1.5万现金补贴，1万元金融贴息和6000元置换补贴。此外，吉利旗下的新能源品牌几何汽车也在本月推出限时补贴政策，对旗下几何E、几何G6、几何M6等车型补贴至高1.3万元，入门版车型降幅普遍为10%左右。</p><p>与此同时，也有不少品牌选择了直接官宣降价。4月9日，吉利旗下睿蓝汽车发布睿蓝9价格调整说明。吉利睿蓝9降幅最大的高配版降价2万元至17.99万元，降幅为10%。此外，4月8日，东风纳米宣布调整旗下车型官方指导价，最大降幅为6000元。</p><p>在降价声明中，不少车企都提到了电池原材料降价的因素。今年以来，受新能源汽车需求增速放缓，以及碳酸锂和电池产能释放的影响，新能源产业链价格都在回调，这也带动了新能源车动力电池成本的下降。</p><p>据上海有色网最新报价显示，4月14日，碳酸锂（99.5%电池级/国产）跌2500元报19.3万元/吨，创逾1年新低，连跌54日，近5日累计跌17000元，近30日累计跌181000元；氢氧化锂（56.5%电池级粗颗粒/国产）跌11000元报25.1万元/吨，创逾1年新低，连跌34日，近5日累计跌50500元，近30日累计跌174000元。</p><p>不少业内人士预期，今年上海车展后将迎来新一轮的新能源车降价潮。江西新能源科技职业学院新能源汽车技术研究院院长张翔称，车展会发布一大批新车，新能源车技术日新月异，相关技术会进行大幅度升级，老款车型竞争力势必下降，必须要通过降价来消化库存。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉又降价了，新能源车降价潮来临？</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{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉又降价了，新能源车降价潮来临？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230414153833842575b2&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>被称为“价格屠夫”的特斯拉，再次挥动镰刀——继续降价。4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版、Model Y高性能版的价格分别下调9.1%、9.2%，这是特斯拉今年在丹麦的第二次降价。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。紧随特斯拉，国产品牌新能源车近期也有降价促销动作。二级市场上，在低位盘整近1个月后，新能源汽车产业链个股今日集体...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230414153833842575b2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM 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ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230414153833842575b2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2327148842","content_text":"被称为“价格屠夫”的特斯拉，再次挥动镰刀——继续降价。4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版、Model Y高性能版的价格分别下调9.1%、9.2%，这是特斯拉今年在丹麦的第二次降价。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。紧随特斯拉，国产品牌新能源车近期也有降价促销动作。二级市场上，在低位盘整近1个月后，新能源汽车产业链个股今日集体走强，锂矿指数大涨逾4%，盐湖提锂指数涨超3%，新能源整车指数涨近2%。特斯拉又降价了4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版最新售价为42.699万克朗，较此前下调了9.1%；Model Y高性能版最新售价为45.65万克朗，下调了9.2%。这是特斯拉今年在丹麦的第二次降价。就在2个月前，特斯拉Model 3标准续航版和长续航版在丹麦降价7%-8%。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。4月7日，特斯拉美国官网显示，长续航版和高性能版Model 3起售价分别降低1000美元，最新售价分别为4.199万美元和5.299万美元。另外，Model S/X起售价下调9.5%，现有两款Model Y的起售价也均下调2000美元。当天，特斯拉正式在美国推出了一款价格较低的Model Y车型，配备AWD动力系统，起售价49990美元。4月8日，针对汽车降价，特斯拉CEO马斯克回应称，降价的原因不是大家对特斯拉没有需求，而是大家没钱负担不起，只有把车价降下来，才是真正的满足需求。马斯克说：“许多富裕的批评家不明白大规模需求受到负担能力的限制。我们的产品有很多需求，但如果价格比人们拥有的钱多，那么这种需求就无关紧要了。”年初以来，特斯拉降价潮席卷全球，分别在中国、日本、韩国、美国、欧洲等多国和地区大幅下调售价，涉及Model 3和Model Y等市场畅销车型。近日，有分析师对特斯拉降价发表评论称，特斯拉最近的降价不太可能是最后一次，在这家电动汽车制造商即将公布季度收益之际，降价让利润率成为人们关注的焦点。一系列的降价动作，带动了特斯拉的销量。4月3日，特斯拉公布2023年第一季度的交付数据：第一季度交付电动汽车42.29万辆，环比增长4%，同比增长36%，打破了特斯拉单季度的交付纪录。新能源车降价潮将来临？紧随特斯拉，国产新能源车近期也有降价促销动作。据澎湃新闻报道，4月10日，长安深蓝宣布开启“深蓝品牌周年庆”活动，提供1.2万元现金补贴，6000元金融补贴，4000元保险现金补贴。官方指导价为16.89万元起的SL03，补贴后起售价降到了14.99万元，降幅近两万元。深蓝汽车补贴优惠并非个例，近日已有多个新能源汽车品牌推出类似优惠活动，且不同于3月份的燃油车价格大战含糊不清的降幅和促销模式，几家新能源车品牌都较为清晰地宣布了相关车型的优惠方式与额度。4月7日，比亚迪旗下海豹车型推出购车活动，综合优惠最高3.1万元，其中包括1.5万现金补贴，1万元金融贴息和6000元置换补贴。此外，吉利旗下的新能源品牌几何汽车也在本月推出限时补贴政策，对旗下几何E、几何G6、几何M6等车型补贴至高1.3万元，入门版车型降幅普遍为10%左右。与此同时，也有不少品牌选择了直接官宣降价。4月9日，吉利旗下睿蓝汽车发布睿蓝9价格调整说明。吉利睿蓝9降幅最大的高配版降价2万元至17.99万元，降幅为10%。此外，4月8日，东风纳米宣布调整旗下车型官方指导价，最大降幅为6000元。在降价声明中，不少车企都提到了电池原材料降价的因素。今年以来，受新能源汽车需求增速放缓，以及碳酸锂和电池产能释放的影响，新能源产业链价格都在回调，这也带动了新能源车动力电池成本的下降。据上海有色网最新报价显示，4月14日，碳酸锂（99.5%电池级/国产）跌2500元报19.3万元/吨，创逾1年新低，连跌54日，近5日累计跌17000元，近30日累计跌181000元；氢氧化锂（56.5%电池级粗颗粒/国产）跌11000元报25.1万元/吨，创逾1年新低，连跌34日，近5日累计跌50500元，近30日累计跌174000元。不少业内人士预期，今年上海车展后将迎来新一轮的新能源车降价潮。江西新能源科技职业学院新能源汽车技术研究院院长张翔称，车展会发布一大批新车，新能源车技术日新月异，相关技术会进行大幅度升级，老款车型竞争力势必下降，必须要通过降价来消化库存。","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945622279,"gmtCreate":1681461551891,"gmtModify":1681461555446,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945622279","repostId":"1135442671","repostType":2,"repost":{"id":"1135442671","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":1681206474,"share":"https://ttm.financial/m/news/1135442671?lang=&edition=fundamental","pubTime":"2023-04-11 17:47","market":"us","language":"zh","title":"财报前瞻 | 特斯拉的降价红利能吃多久，会“反噬”自身吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。</p><p>在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。</p><p><strong>市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。</strong></p><p style=\"text-align: justify;\">强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度交付量：降价效应可持续吗？</strong></p><p style=\"text-align: justify;\">特斯拉2023年第一季度在全球交付<strong>超过42.2万辆汽车，打破了单季度的交付纪录。</strong></p><p>报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。</p><p>与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。</p><p>交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。</p><p>业内分析认为，<strong>特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。</strong>今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。</p><p>当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。</p><p>与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。</p><p style=\"text-align: justify;\">此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。</p><p>根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>积极因素：新低级车型呼之欲出</strong></p><p>最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，<strong>“特斯拉正在为其构建一个高达400万辆的年产能计划。”</strong></p><p style=\"text-align: justify;\">据了解这是一项早期的产能策略，特斯拉正在向产业链传递：<strong>400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。</strong></p><p style=\"text-align: justify;\">在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。</p><p>如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>不利因素：美国电动车退税政策再生变</strong></p><p style=\"text-align: justify;\">上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：<strong>从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。</strong></p><p style=\"text-align: justify;\">福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。</p><p style=\"text-align: justify;\">从4月18日起，7500美元的税收抵免额中<strong>有一半将取决于电池组件是否主要由北美制造</strong>，<strong>另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴</strong>。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。</p><p><strong>大行评级</strong></p><p><strong>韦德布什证券：跑赢大盘评级，目标价225美元</strong></p><p>知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。</p><p><strong>贝尔德：增持评级，目标价252美元</strong></p><p style=\"text-align: left;\">贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。</p><p><strong>伯恩斯坦：表现不佳评级，150美元目标价</strong></p><p style=\"text-align: left;\">伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。</p><p><strong>Wolfe Research：同业表现评级</strong></p><p style=\"text-align: left;\">Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。</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>财报前瞻 | 特斯拉的降价红利能吃多久，会“反噬”自身吗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 特斯拉的降价红利能吃多久，会“反噬”自身吗\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\">2023-04-11 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。</p><p>在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。</p><p><strong>市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。</strong></p><p style=\"text-align: justify;\">强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度交付量：降价效应可持续吗？</strong></p><p style=\"text-align: justify;\">特斯拉2023年第一季度在全球交付<strong>超过42.2万辆汽车，打破了单季度的交付纪录。</strong></p><p>报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。</p><p>与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。</p><p>交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。</p><p>业内分析认为，<strong>特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。</strong>今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。</p><p>当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。</p><p>与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。</p><p style=\"text-align: justify;\">此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。</p><p>根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>积极因素：新低级车型呼之欲出</strong></p><p>最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，<strong>“特斯拉正在为其构建一个高达400万辆的年产能计划。”</strong></p><p style=\"text-align: justify;\">据了解这是一项早期的产能策略，特斯拉正在向产业链传递：<strong>400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。</strong></p><p style=\"text-align: justify;\">在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。</p><p>如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>不利因素：美国电动车退税政策再生变</strong></p><p style=\"text-align: justify;\">上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：<strong>从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。</strong></p><p style=\"text-align: justify;\">福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。</p><p style=\"text-align: justify;\">从4月18日起，7500美元的税收抵免额中<strong>有一半将取决于电池组件是否主要由北美制造</strong>，<strong>另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴</strong>。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。</p><p><strong>大行评级</strong></p><p><strong>韦德布什证券：跑赢大盘评级，目标价225美元</strong></p><p>知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。</p><p><strong>贝尔德：增持评级，目标价252美元</strong></p><p style=\"text-align: left;\">贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。</p><p><strong>伯恩斯坦：表现不佳评级，150美元目标价</strong></p><p style=\"text-align: left;\">伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。</p><p><strong>Wolfe Research：同业表现评级</strong></p><p style=\"text-align: left;\">Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945635570,"gmtCreate":1681445348791,"gmtModify":1681451464010,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/453a7167ad54c3eba353d0da461289bd","width":"1242","height":"8718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945635570","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9945372648,"gmtCreate":1681393787084,"gmtModify":1681393795646,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] 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rebound."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195586086334616,"gmtCreate":1688788051341,"gmtModify":1688788102079,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"title":"hhhh,happy","htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/f7a28083940a4230ecf73bcd22dad85e","width":"4096","height":"3072"},{"img":"https://community-static.tradeup.com/news/93d7c2b2504b9f8c5f818d6c00e7dd60","width":"1088","height":"2400"},{"img":"https://community-static.tradeup.com/news/e58f1aecf7127f7b58f3bba57f45369a","width":"4096","height":"3072"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/195586086334616","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":9042275178,"gmtCreate":1656490368094,"gmtModify":1676535839606,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/personal/4100931252200150\" target=\"_blank\">@singsong one </a>hhhhhhh&nbsp;","listText":"<a href=\"https://ttm.financial/personal/4100931252200150\" target=\"_blank\">@singsong one </a>hhhhhhh&nbsp;","text":"@singsong one hhhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042275178","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942793913,"gmtCreate":1681299070132,"gmtModify":1681299071745,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20230421 98.0 CALL\">$BABA 20230421 98.0 CALL$&nbsp;</a>nice","listText":"<a href=\"https://ttm.financial/OPT/BABA 20230421 98.0 CALL\">$BABA 20230421 98.0 CALL$&nbsp;</a>nice","text":"$BABA 20230421 98.0 CALL$ nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9942793913","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991867093,"gmtCreate":1660808683316,"gmtModify":1676536403694,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"Happy everyday","listText":"Happy everyday","text":"Happy everyday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9991867093","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351128489951432,"gmtCreate":1726747218132,"gmtModify":1726747220008,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","listText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","text":"$GeneDx Holdings(WGS)$ Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351128489951432","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957171201,"gmtCreate":1677123433103,"gmtModify":1677123435789,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>nice i like aapl","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>nice i like aapl","text":"$Apple(AAPL)$ nice i like aapl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957171201","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054133735,"gmtCreate":1655350301827,"gmtModify":1676535620871,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054133735","repostId":"1109068954","repostType":2,"repost":{"id":"1109068954","kind":"news","pubTimestamp":1655348350,"share":"https://ttm.financial/m/news/1109068954?lang=&edition=fundamental","pubTime":"2022-06-16 10:59","market":"us","language":"en","title":"Apple Stock Is Strong … Almost to a Fault","url":"https://stock-news.laohu8.com/highlight/detail?id=1109068954","media":"investorplace","summary":"Apple(AAPL) stock is too strong.It's holding up so well that it could create a potential problem for","content":"<html><head></head><body><ul><li><b>Apple</b>(<b><u>AAPL</u></b>) stock is too strong.</li><li>It&#39;s holding up so well that it could create a potential problem for the indices.</li><li>Investors can remain optimistic, but some caution is required if you&#39;re considering investing in Apple today.</li></ul><p><img src=\"https://static.tigerbbs.com/cbada41af20dcb7049217df61505f480\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The equity markets have struggled since last Thursday. The main concern is the Federal Reserve decision that’s coming today. From high to low, the <b>S&amp;P 500</b>lost 10% in four sessions. Great companies like <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) stock suffered even more. Today my message is about cautious optimism. I like the outlook that AAPL stock has, but I fear the temporary risk it could pose to the markets.</p><p>There is absolutely nothing wrong with Apple from a fundamental perspective. The company still sells out of every gadget it makes, and at a premium price. Moreover, its customers love them, so they don’t mind paying extra. Financially, Apple is as strong as they get. But despite all of that positivity, there’s still possible reason for concern.</p><p>Here’s a closer look at what investors might expect from AAPL stock in the coming days.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Current Price</b></td></tr><tr><td><b><u>AAPL</u></b></td><td>Apple</td><td>$134</td></tr></tbody></table><h2>AAPL Stock’s Potential Red Flag<img src=\"https://static.tigerbbs.com/ffe0bb949f7520a7515e9d78d891417e\" tg-width=\"1714\" tg-height=\"1140\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>The company’s strength is actually raising a bit of a red flag. After this correction, the S&amp;P came within 9% of its pre-pandemic crash site. Remember that back then, that was an all-time high. AAPL stock, on the other hand, is still 38% above its same watermark. That is an unusual discrepancy that will likely need to normalize.</p><p>On its own, I don’t worry about the stock falling apart. But it could correct if the trigger is external. Stocks don’t trade in a vacuum, so any global event can set them off. A similar risk also lies in <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>). These companies are also two giants that are too far above their pre-pandemic highs.</p><p>I am not picking on the big ones, because <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) was already 8% below its February 2020 highs today. <b>Salesforce</b> (NYSE:<b><u>CRM</u></b>) is even worse — down 16%. There are more big companies like this. In fact, the <b>iShares Russell 2000 ETF</b>(NYSEARCA:<b><u>IWM</u></b>) closed the distance too. (That’s a basket of 2,000 stocks).</p><p>Therefore, the message here is that we could have two scenarios. The first is positive, which suggests that Apple is correct at holding its ground. If that’s the case, then the market will follow it higher, and the bottom is near for this correction. The second is bearish because it suggests that AAPL stock will fall 20% to match the markets. MSFT and GOOGL will follow too, and take the S&amp;P the rest of the way (down 10%).</p><h2>Investing in Apple Today</h2><p>My gut says that the first scenario is more likely than second. Therefore, you can count me on the bullish side. An important part of being successful with the stock market is to see the potential potholes. Planning for the worst case doesn’t mean I’m rooting for it. Often the biggest losses come from blind sides, where investors didn’t look around for all possible scenarios. As such, consider this a mild warning about the worst case scenario that not many people are discussing.</p><p>Today the Federal Reserve tells us their next moves on policy monetary policy. They will move the markets and the outcome is a coin flip. It is possible that they will continue to raise rates, even if it breaks the economy. Meanwhile, their rhetoric so far has been enough to have caused a recession on Wall Street. If they continue to be this combative, I guess they can break it completely.</p><p>A green shoot comes from the fact that most experts have already laid out thedoom scenarios. When everyone is watching the road, we are less likely to crash. What Apple stock investors do from here depends on their time frame.</p><p>Those who were looking to engage with new positions should only take partial ones to start. Meanwhile, waiting out the overall market jitters seems like a reasonable course of action for the rest. Options traders have dozens of ways they can trade with more confidence. They are worth investigating, so let that’s another tactic to consider.</p></body></html>","source":"lsy1606302653667","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>Apple Stock Is Strong … Almost to a Fault</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\">\nApple Stock Is Strong … Almost to a Fault\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/aapl-stock-apple-is-strong-almost-to-a-fault/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(AAPL) stock is too strong.It's holding up so well that it could create a potential problem for the indices.Investors can remain optimistic, but some caution is required if you're considering ...</p>\n\n<a href=\"https://investorplace.com/2022/06/aapl-stock-apple-is-strong-almost-to-a-fault/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2022/06/aapl-stock-apple-is-strong-almost-to-a-fault/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109068954","content_text":"Apple(AAPL) stock is too strong.It's holding up so well that it could create a potential problem for the indices.Investors can remain optimistic, but some caution is required if you're considering investing in Apple today.The equity markets have struggled since last Thursday. The main concern is the Federal Reserve decision that’s coming today. From high to low, the S&P 500lost 10% in four sessions. Great companies like Apple(NASDAQ:AAPL) stock suffered even more. Today my message is about cautious optimism. I like the outlook that AAPL stock has, but I fear the temporary risk it could pose to the markets.There is absolutely nothing wrong with Apple from a fundamental perspective. The company still sells out of every gadget it makes, and at a premium price. Moreover, its customers love them, so they don’t mind paying extra. Financially, Apple is as strong as they get. But despite all of that positivity, there’s still possible reason for concern.Here’s a closer look at what investors might expect from AAPL stock in the coming days.TickerCompanyCurrent PriceAAPLApple$134AAPL Stock’s Potential Red FlagThe company’s strength is actually raising a bit of a red flag. After this correction, the S&P came within 9% of its pre-pandemic crash site. Remember that back then, that was an all-time high. AAPL stock, on the other hand, is still 38% above its same watermark. That is an unusual discrepancy that will likely need to normalize.On its own, I don’t worry about the stock falling apart. But it could correct if the trigger is external. Stocks don’t trade in a vacuum, so any global event can set them off. A similar risk also lies in Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL). These companies are also two giants that are too far above their pre-pandemic highs.I am not picking on the big ones, because Amazon(NASDAQ:AMZN) was already 8% below its February 2020 highs today. Salesforce (NYSE:CRM) is even worse — down 16%. There are more big companies like this. In fact, the iShares Russell 2000 ETF(NYSEARCA:IWM) closed the distance too. (That’s a basket of 2,000 stocks).Therefore, the message here is that we could have two scenarios. The first is positive, which suggests that Apple is correct at holding its ground. If that’s the case, then the market will follow it higher, and the bottom is near for this correction. The second is bearish because it suggests that AAPL stock will fall 20% to match the markets. MSFT and GOOGL will follow too, and take the S&P the rest of the way (down 10%).Investing in Apple TodayMy gut says that the first scenario is more likely than second. Therefore, you can count me on the bullish side. An important part of being successful with the stock market is to see the potential potholes. Planning for the worst case doesn’t mean I’m rooting for it. Often the biggest losses come from blind sides, where investors didn’t look around for all possible scenarios. As such, consider this a mild warning about the worst case scenario that not many people are discussing.Today the Federal Reserve tells us their next moves on policy monetary policy. They will move the markets and the outcome is a coin flip. It is possible that they will continue to raise rates, even if it breaks the economy. Meanwhile, their rhetoric so far has been enough to have caused a recession on Wall Street. If they continue to be this combative, I guess they can break it completely.A green shoot comes from the fact that most experts have already laid out thedoom scenarios. When everyone is watching the road, we are less likely to crash. What Apple stock investors do from here depends on their time frame.Those who were looking to engage with new positions should only take partial ones to start. Meanwhile, waiting out the overall market jitters seems like a reasonable course of action for the rest. Options traders have dozens of ways they can trade with more confidence. 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Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034883513,"gmtCreate":1647852569841,"gmtModify":1676534271885,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20220401 106.0 CALL\">$BABA 20220401 106.0 CALL$</a>up","listText":"<a href=\"https://ttm.financial/OPT/BABA 20220401 106.0 CALL\">$BABA 20220401 106.0 CALL$</a>up","text":"$BABA 20220401 106.0 CALL$up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034883513","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195714956742688,"gmtCreate":1688819488570,"gmtModify":1688819493546,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Speechless] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195714956742688","repostId":"1109260220","repostType":2,"repost":{"id":"1109260220","kind":"news","pubTimestamp":1688772544,"share":"https://ttm.financial/m/news/1109260220?lang=&edition=fundamental","pubTime":"2023-07-08 07:29","market":"us","language":"en","title":"Meta's Threads Has 70 Million Signups, Surprising Zuckerberg","url":"https://stock-news.laohu8.com/highlight/detail?id=1109260220","media":"Bloomberg","summary":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from ","content":"<html><head></head><body><p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”</p><p style=\"text-align: start;\">Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.</p><p style=\"text-align: start;\">Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.</p><p style=\"text-align: start;\">“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”</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>Meta's Threads Has 70 Million Signups, Surprising Zuckerberg</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\">\nMeta's Threads Has 70 Million Signups, Surprising Zuckerberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-08 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109260220","content_text":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989628096,"gmtCreate":1665995111915,"gmtModify":1676537689250,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"😃😃","listText":"😃😃","text":"😃😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989628096","repostId":"9043163193","repostType":1,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376196234891344,"gmtCreate":1732864519132,"gmtModify":1732864521246,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100932534200480","idStr":"4100932534200480"},"themes":[],"htmlText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376196234891344","repostId":"1196155252","repostType":4,"repost":{"id":"1196155252","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":1732863228,"share":"https://ttm.financial/m/news/1196155252?lang=&edition=fundamental","pubTime":"2024-11-29 14:53","market":"us","language":"zh","title":"Scaling Law失效！英伟达与AI热潮面临瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=1196155252","media":"老虎资讯综合","summary":"在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”。英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","content":"<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></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>Scaling Law失效！英伟达与AI热潮面临瓶颈</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; 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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\">\nScaling Law失效！英伟达与AI热潮面临瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-29 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196155252","content_text":"将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解推动 英伟达成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}