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2023-12-21

单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！

海外市场释放信号：挂钩中国股票ETF的期权显示出多头增强

05-03

$恒生科技指数(HSTECH)$ 南向资金持续加仓2023美股，2024港股

04-24

$哔哩哔哩(BILI)$ 很长一段时间该公司仍旧无法盈利

04-25

比特币就一堆庄家和洗钱的人在玩罢了！

渣打：比特币处于看涨轨道，年底见15万美元

04-24

$特斯拉(TSLA)$ 走势太贼明摆着就一短线T

03-08

$纳斯达克(.IXIC)$ 泡沫太大了

2023-12-21

单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！

电车热潮已到顶？多家投行下调特斯拉增长预期

05-03

$恒生科技指数(HSTECH)$ 南向资金持续净流入

05-03

$恒生科技指数(HSTECH)$ 几乎每次港股通休市港股都会大涨，这是很好的套利机会，大A的散户只能做多差价才有可能获利，机构拿着十八般武器已经为散户准备好了天罗地网，无论如何最终经过市场教育的能活下来的散户会形成自己的获利交易模式，市场在混沌之下终将独自成行。最起码当ETF全面沦为大A的套利工具，散户买基金还能否最终获利是个很大的疑问？

05-03

$恒生指数(HSI)$ 几乎每次港股通休市港股都会大涨，这是很好的套利机会，大A的散户只能做多差价才有可能获利，机构拿着十八般武器已经为散户准备好了天罗地网，无论如何最终经过市场教育的能活下来的散户会形成自己的获利交易模式，市场在混沌之下终将独自成行。最起码当ETF全面沦为大A的套利工具，散户买基金还能否最终获利是个很大的疑问？

05-03

$恒生指数(HSI)$ 不少散户跟着外资做反而不容易亏钱，跟着游资做的最终挣钱的没几个

05-03

$恒生科技指数(HSTECH)$ 不少散户跟着外资做反而不容易亏欠，跟着游资做的最终挣钱的没几个

05-03

$恒生指数(HSI)$ 南向资金持续加仓2023美股，2024港股

05-03

$恒生指数(HSI)$ 资金净流入

05-03

$恒生科技指数(HSTECH)$ 资金净流入

05-03

$恒生科技指数(HSTECH)$ 资金净流入

05-03

$恒生指数(HSI)$ 资金净流入

04-24

小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！

“AI热钱”溢出，流向机器人

04-24

这小作文！

马斯克一句话“拯救特斯拉股价”：明年下半年投产“新车型”

去老虎APP查看更多动态

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资金净流入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301849981272360","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301850244649104,"gmtCreate":1714699990826,"gmtModify":1714699992184,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>资金净流入&nbsp;","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>资金净流入&nbsp;","text":"$恒生指数(HSI)$ 资金净流入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301850244649104","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299133951324320,"gmtCreate":1714055955894,"gmtModify":1714056007733,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"比特币就一堆庄家和洗钱的人在玩罢了！","listText":"比特币就一堆庄家和洗钱的人在玩罢了！","text":"比特币就一堆庄家和洗钱的人在玩罢了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299133951324320","repostId":"1190319715","repostType":4,"repost":{"id":"1190319715","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":1714035225,"share":"https://www.laohu8.com/m/news/1190319715?lang=&edition=full","pubTime":"2024-04-25 16:53","language":"zh","title":"渣打：比特币处于看涨轨道，年底见15万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1190319715","media":"老虎资讯综合","summary":"今年比特币的价格仍可能增长一倍以上。","content":"<html><head></head><body><p>知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。</p><p>Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。</p><p>减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。</p><p>因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。</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>渣打：比特币处于看涨轨道，年底见15万美元</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; 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.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渣打：比特币处于看涨轨道，年底见15万美元\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\">2024-04-25 16:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。</p><p>Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。</p><p>减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。</p><p>因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f743d717b6a2f2140fa7df544d4c12c","relate_stocks":{"MARA":"Marathon Digital Holdings Inc","MSTR":"MicroStrategy Incorporated","RIOT":"Riot Platforms","CLSK":"CleanSpark, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190319715","content_text":"知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298776377098544,"gmtCreate":1713972868331,"gmtModify":1713972870734,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","listText":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","text":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298776377098544","repostId":"2429170562","repostType":4,"repost":{"id":"2429170562","pubTimestamp":1713931059,"share":"https://www.laohu8.com/m/news/2429170562?lang=&edition=full","pubTime":"2024-04-24 11:57","market":"hk","language":"zh","title":"“AI热钱”溢出，流向机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2429170562","media":"华尔街见闻","summary":"近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。而这次热潮轮到了AI机器人。其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。投资初创公司面临的风险虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。","content":"<html><head></head><body><p>AI热，太热了。</p><p>“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI<a href=\"https://laohu8.com/S/300024\">机器人</a>初创公司砸钱。</p><p>近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。</p><p>关键是，Skild这家公司目前还没任何营收。</p><p>风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下一个<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、下一个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>了….错过一个风口，比杀了他们还难受。</p><p>结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。据Robot Report研究公司的数据，2024年前三个月，机器人初创公司筹集了32亿美元资金，去年同期为17亿美元。</p><p>尤其是OpenAI作为这轮热潮的领头羊，近期频频出手投资AI机器人，今年年初就和红杉资本一起跟投了Skild的主要竞争对手Physical Intelligence，让其估值飙升至4亿美元；又和老虎环球基金联手投资了1X Technologies。然后3月又和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>及贝索斯等投资者投了AI人形机器人初创公司Figure AI 约6.75亿美元，推动Figure AI的估值高达26亿美元。</p><p>这不禁让人想起20多年前的互联网热潮时，但凡你这家公司和&#34;.COM&#34;沾下边，华尔街群狼都追着想给你砸钱。</p><p>而这次热潮轮到了AI机器人。</p><p>而从热钱追捧的公司主营业务来看，主要集中在两大领域：人形机器人硬件以及配套的AI软件。</p><p>其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。</p><p>而Physical Intelligence则专注于为机器人开发“大脑”，以帮助机器人执行需要精确动作控制的复杂任务。</p><p>Skild则致力于开发帮助机器人识别及探索世界的软件，通过赋予机器人识别物体和响应相关人类指令的能力，希望能替代人类完成一些重复性任务。</p><h2 id=\"id_804580814\">投资初创公司面临的风险</h2><p>虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。</p><p>尤其是这些AI机器人初创公司开始面临其他科技巨头的威胁，例如特斯拉和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等，也一直在野心勃勃地开发自己的人形机器人。</p><p>马斯克去年底推出的Optimus二代，向世人展示了它叠衣服的能力后，似乎有望在今年底进厂进行简单工作，成为“新一代厂工”。</p><p>而谷歌的DeepMind团队在捣鼓了多年后，也弄出了能踢足球的小型机器人…</p><p>在“不干正事”这件事上，谷歌和波士顿动力还是旗鼓相当的，波士顿动力在弄了多年的机械动物园后，最近推出了新一代的人形机器人Atlas着实把大伙“吓了一跳”，本来定位是能执行一些比较危险的搜救机器人Atlas，硬是变成了“机械贞子”。</p><p>虽然我们看这些科技巨头捣鼓的机器人，目前的功能似乎十分弱鸡，但随着技术发展，开发出更强更<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的机器人可能只是时间问题。而对于文章开头的那些机器人初创公司来说，他们自己不仅要面临外部劲敌的竞争，还得攻克自己的技术瓶颈，其中最大的难点之一是你要对机器人进行编程以识别数不清的物体，让它具备“计算机视觉”，这对人类来说很容易做到，但对机器人来说却不容易。</p><p>不过现在随着AI技术进步，包括能够同时理解图像和文本的视觉-语言模型正解决这个难题，但利用这些模型创建可靠的人形机器人仍需大量的额外工作，包括生成用于训练和完善模型的机器人运动数据。</p><p>道路是曲折的，前途是光明的，热钱到处找AI项目来投钱，本质赌的就是一手未来，保不准哪天电影《人工智能》的那个<a href=\"https://laohu8.com/S/600628\">新世界</a>就会朝我们招手了。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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“AI热钱”溢出，流向机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 11:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713453><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI热，太热了。“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI机器人初创公司砸钱。近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。关键是，Skild这家公司目前还没任何营收。风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93818aba644f3feb58106a117684c5b1","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" 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USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3713453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429170562","content_text":"AI热，太热了。“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI机器人初创公司砸钱。近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。关键是，Skild这家公司目前还没任何营收。风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下一个阿里巴巴、下一个特斯拉了….错过一个风口，比杀了他们还难受。结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。据Robot Report研究公司的数据，2024年前三个月，机器人初创公司筹集了32亿美元资金，去年同期为17亿美元。尤其是OpenAI作为这轮热潮的领头羊，近期频频出手投资AI机器人，今年年初就和红杉资本一起跟投了Skild的主要竞争对手Physical Intelligence，让其估值飙升至4亿美元；又和老虎环球基金联手投资了1X Technologies。然后3月又和英伟达、微软及贝索斯等投资者投了AI人形机器人初创公司Figure AI 约6.75亿美元，推动Figure AI的估值高达26亿美元。这不禁让人想起20多年前的互联网热潮时，但凡你这家公司和\".COM\"沾下边，华尔街群狼都追着想给你砸钱。而这次热潮轮到了AI机器人。而从热钱追捧的公司主营业务来看，主要集中在两大领域：人形机器人硬件以及配套的AI软件。其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。而Physical Intelligence则专注于为机器人开发“大脑”，以帮助机器人执行需要精确动作控制的复杂任务。Skild则致力于开发帮助机器人识别及探索世界的软件，通过赋予机器人识别物体和响应相关人类指令的能力，希望能替代人类完成一些重复性任务。投资初创公司面临的风险虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。尤其是这些AI机器人初创公司开始面临其他科技巨头的威胁，例如特斯拉和谷歌等，也一直在野心勃勃地开发自己的人形机器人。马斯克去年底推出的Optimus二代，向世人展示了它叠衣服的能力后，似乎有望在今年底进厂进行简单工作，成为“新一代厂工”。而谷歌的DeepMind团队在捣鼓了多年后，也弄出了能踢足球的小型机器人…在“不干正事”这件事上，谷歌和波士顿动力还是旗鼓相当的，波士顿动力在弄了多年的机械动物园后，最近推出了新一代的人形机器人Atlas着实把大伙“吓了一跳”，本来定位是能执行一些比较危险的搜救机器人Atlas，硬是变成了“机械贞子”。虽然我们看这些科技巨头捣鼓的机器人，目前的功能似乎十分弱鸡，但随着技术发展，开发出更强更智能的机器人可能只是时间问题。而对于文章开头的那些机器人初创公司来说，他们自己不仅要面临外部劲敌的竞争，还得攻克自己的技术瓶颈，其中最大的难点之一是你要对机器人进行编程以识别数不清的物体，让它具备“计算机视觉”，这对人类来说很容易做到，但对机器人来说却不容易。不过现在随着AI技术进步，包括能够同时理解图像和文本的视觉-语言模型正解决这个难题，但利用这些模型创建可靠的人形机器人仍需大量的额外工作，包括生成用于训练和完善模型的机器人运动数据。道路是曲折的，前途是光明的，热钱到处找AI项目来投钱，本质赌的就是一手未来，保不准哪天电影《人工智能》的那个新世界就会朝我们招手了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298776110735408,"gmtCreate":1713972659650,"gmtModify":1713972661249,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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反弹震荡反复换手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298747788378368","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":254175873138848,"gmtCreate":1703091089610,"gmtModify":1703091531935,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","listText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","text":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254175873138848","repostId":"1175041081","repostType":2,"repost":{"id":"1175041081","pubTimestamp":1703088443,"share":"https://www.laohu8.com/m/news/1175041081?lang=&edition=full","pubTime":"2023-12-21 00:07","market":"sh","language":"zh","title":"海外市场释放信号：挂钩中国股票ETF的期权显示出多头增强","url":"https://stock-news.laohu8.com/highlight/detail?id=1175041081","media":"华尔街见闻","summary":"市场情绪逐渐转暖。","content":"<html><head></head><body><p>据中国基金报报道，海外期权市场释放信号：挂钩中国股票ETF的期权显示出多头增强，空头转弱的信号。例如，来自海外交易网站MarketChameleon的信息显示，挂钩海外上市的中国股票ETF—FXI期权近期释放信号——看跌期权未平仓合约数量降至一年内低位。</p><p>业内人士解释道，这表明空头或逐步平仓离场。与此同时，FXI看跌和看涨期权比率(Put/CallRatio)下降至0.4，显示市场情绪逐渐转暖，FXI多空对决中，多头的力量增强。</p><p>部分挂钩其它中国股票ETF的期权显示了类似信号。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603eec59a6c2a15cf44c7e3cb7f1b0d8\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海外市场释放信号：挂钩中国股票ETF的期权显示出多头增强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 00:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/livenews/2598022><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据中国基金报报道，海外期权市场释放信号：挂钩中国股票ETF的期权显示出多头增强，空头转弱的信号。例如，来自海外交易网站MarketChameleon的信息显示，挂钩海外上市的中国股票ETF—FXI期权近期释放信号——看跌期权未平仓合约数量降至一年内低位。业内人士解释道，这表明空头或逐步平仓离场。与此同时，FXI看跌和看涨期权比率(Put/CallRatio)下降至0.4，显示市场情绪逐渐转暖，...</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2598022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"FXI":"中国大盘股ETF-iShares"},"source_url":"https://wallstreetcn.com/livenews/2598022","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1175041081","content_text":"据中国基金报报道，海外期权市场释放信号：挂钩中国股票ETF的期权显示出多头增强，空头转弱的信号。例如，来自海外交易网站MarketChameleon的信息显示，挂钩海外上市的中国股票ETF—FXI期权近期释放信号——看跌期权未平仓合约数量降至一年内低位。业内人士解释道，这表明空头或逐步平仓离场。与此同时，FXI看跌和看涨期权比率(Put/CallRatio)下降至0.4，显示市场情绪逐渐转暖，FXI多空对决中，多头的力量增强。部分挂钩其它中国股票ETF的期权显示了类似信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301853205692688,"gmtCreate":1714700850102,"gmtModify":1714700851531,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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南向资金持续加仓2023美股，2024港股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301853205692688","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":7,"crmLevelSwitch":0},"content":"中概股应该会同步拉升","text":"中概股应该会同步拉升","html":"中概股应该会同步拉升"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298776110735408,"gmtCreate":1713972659650,"gmtModify":1713972661249,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 很长一段时间该公司仍旧无法盈利","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 很长一段时间该公司仍旧无法盈利","text":"$哔哩哔哩(BILI)$ 很长一段时间该公司仍旧无法盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298776110735408","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299133951324320,"gmtCreate":1714055955894,"gmtModify":1714056007733,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"比特币就一堆庄家和洗钱的人在玩罢了！","listText":"比特币就一堆庄家和洗钱的人在玩罢了！","text":"比特币就一堆庄家和洗钱的人在玩罢了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299133951324320","repostId":"1190319715","repostType":4,"repost":{"id":"1190319715","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":1714035225,"share":"https://www.laohu8.com/m/news/1190319715?lang=&edition=full","pubTime":"2024-04-25 16:53","language":"zh","title":"渣打：比特币处于看涨轨道，年底见15万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1190319715","media":"老虎资讯综合","summary":"今年比特币的价格仍可能增长一倍以上。","content":"<html><head></head><body><p>知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。</p><p>Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。</p><p>减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。</p><p>因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。</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>渣打：比特币处于看涨轨道，年底见15万美元</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; 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.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渣打：比特币处于看涨轨道，年底见15万美元\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\">2024-04-25 16:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。</p><p>Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。</p><p>减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。</p><p>因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f743d717b6a2f2140fa7df544d4c12c","relate_stocks":{"MARA":"Marathon Digital Holdings Inc","MSTR":"MicroStrategy Incorporated","RIOT":"Riot Platforms","CLSK":"CleanSpark, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190319715","content_text":"知名加密好友、渣打数码资产研究主管Geoff Kendrick上周接受《彭博》访问时表示，加密货币面临看涨设定，其升势或会重新燃点，今年比特币的价格仍可能增长一倍以上。重申比特币15万美元的目标价。Kendrick估计，自1月获批上市以来，现货比特币ETF已吸金约120亿美元。尽管散户暂时态度谨慎，但一旦美国加密货币ETF市场变得更加“成熟”，未来两年资金流入可能会增至500亿至1000亿美元。他还称，新一轮“减半”完成后，比特币似乎也处于看涨轨道。减半是指比特币矿工的奖励金额降低一半，从而导致新比特币进入流通的规模缩小。传统上，这会导致比特币价格飙升。回顾近三次减半，每次发生後比特币价格总在接下来12个月内创下历史新高。“从现在的情况来看，似乎可以再次走得更高。”他称。因Kendrick的乐观预期，渣打是华尔街最看好比特币的机构之一。他去年4月已估计比特币今年底见10万美元，如今再度“加码”。Kendrick还预测比特币价格或于2025年攀升至25万美元，这代表将比3月的高位再劲弹266%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298752102109440,"gmtCreate":1713966855777,"gmtModify":1713966857221,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 走势太贼明摆着就一短线T","listText":"<a 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泡沫太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281800497307968","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254175162544232,"gmtCreate":1703090787406,"gmtModify":1703091530045,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","listText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","text":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254175162544232","repostId":"2392115899","repostType":4,"repost":{"id":"2392115899","pubTimestamp":1703043723,"share":"https://www.laohu8.com/m/news/2392115899?lang=&edition=full","pubTime":"2023-12-20 11:42","market":"us","language":"zh","title":"电车热潮已到顶？多家投行下调特斯拉增长预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2392115899","media":"智通财经","summary":"周一，Narayan下调了对特斯拉2024年和2025年的交付量预期，以反映Model 3和Model Y销量的“更温和增长”，并指出竞争加剧和联邦激励措施的丧失等不利因素。因此，只销售电动汽车的特斯拉的利润和收入预期一直在下降。上周五，德银分析师埃Emmanuel Rosner表示，特斯拉面临的“更大风险”是，在电动汽车采用率放缓的情况下，特斯拉2024年的增长和盈利都可能低于预期。特斯拉股价周二上涨2%，今年迄今累计涨幅达到108%。","content":"<html><head></head><body><p>华尔街对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的前景正迅速变得黯淡，至少有两位分析师在两天内对该公司的看法变得更加谨慎。</p><p>分析师表示，到2024年，特斯拉生产的部分电动汽车可能不再有资格获得美国和一些欧洲国家的政府补贴，这将在对这些汽车的需求已经放缓之际，给该公司的收入带来进一步的压力。</p><p>Tudor, Pickering, Holt &amp; Co.的分析师Matt Portillo周二将特斯拉评级下调至“卖出”，该分析师表示，“如果特斯拉明年继续推动增长，失去这些激励措施可能会加大进一步降价的风险。”Portillo还预计，特斯拉在2023年最后三个月的交付量将低于分析师的平均预期。</p><p>分析师们最新的悲观言论进一步表明，华尔街对特斯拉业绩的看法日益恶化。据收集的数据显示，分析师对该公司第四季度的平均利润预测比12个月前下降了55%以上，而对2024年的利润预期比去年同期下降了43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8654f8b707ae8ff6ebe922cf1202d1f9\" tg-width=\"637\" tg-height=\"354\"/></p><p>根据数据，在销售方面，分析师平均预计特斯拉在截至12月31日的季度将交付超过48.1万辆电动汽车。Portillo预计这一数字将在47万部左右。加拿大皇家银行资本市场分析师Tom Narayan预计特斯拉将交付约47.6万辆汽车，他对特斯拉的评级相当于“买入”。</p><p>周一，Narayan下调了对特斯拉2024年和2025年的交付量预期，以反映Model 3和Model Y销量的“更温和增长”，并指出竞争加剧和联邦激励措施的丧失等不利因素。Narayan表示，特斯拉面向大众市场的Model 3的一些车型将在明年失去全部的联邦税收抵免。</p><p>Tudor的Portillo说，该公司在法国和德国可能面临类似的问题。在特斯拉10月份发布第三季度业绩后，人们普遍预计整个行业的电动汽车需求将放缓，除此之外，这些补贴问题还将出现。</p><p>这些警告之后，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和<a href=\"https://laohu8.com/S/F\">福特汽车</a>、汽车租赁公司<a href=\"https://laohu8.com/S/HTZ\">赫兹租车</a>以及几家电动汽车供应商等老牌汽车公司也纷纷对电动汽车做出了类似的悲观预测。</p><p>电动汽车整体疲软的很大一部分原因是，渴望购买新技术的热情尝试者群体可能已经筋疲力尽，而主流买家对高昂的价格和尚处于起步阶段的电动汽车生态系统仍持谨慎态度。</p><p>Cowen分析师Jeffrey Osborne周二在给客户的一份报告中写道：“自2022年以来，新电动汽车的平均价格下降了约21%，但消费者在购买电动汽车方面仍然胆怯，大多数人认为电池可靠性、缺乏可用的公共充电站以及完全充电所需的时间是他们无法克服的主要心理和生理障碍。”</p><p>因此，只销售电动汽车的特斯拉的利润和收入预期一直在下降。Portillo和Narayan并不是唯一对特斯拉明年前景感到担忧的分析师。</p><p>上周五，德银分析师埃Emmanuel Rosner表示，特斯拉面临的“更大风险”是，在电动汽车采用率放缓的情况下，特斯拉2024年的增长和盈利都可能低于预期。</p><p>特斯拉股价周二上涨2%，今年迄今累计涨幅达到108%。但该股本季度的表现令人沮丧，反映出2024年电动汽车采用前景恶化。自9月底以来，特斯拉上涨了约2%，而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的总回报率为11.5%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电车热潮已到顶？多家投行下调特斯拉增长预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电车热潮已到顶？多家投行下调特斯拉增长预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-20 11:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1041169.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街对特斯拉的前景正迅速变得黯淡，至少有两位分析师在两天内对该公司的看法变得更加谨慎。分析师表示，到2024年，特斯拉生产的部分电动汽车可能不再有资格获得美国和一些欧洲国家的政府补贴，这将在对这些汽车的需求已经放缓之际，给该公司的收入带来进一步的压力。Tudor, Pickering, Holt & Co.的分析师Matt Portillo周二将特斯拉评级下调至“卖出”，该分析师表示，“如果...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1041169.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY 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INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1041169.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2392115899","content_text":"华尔街对特斯拉的前景正迅速变得黯淡，至少有两位分析师在两天内对该公司的看法变得更加谨慎。分析师表示，到2024年，特斯拉生产的部分电动汽车可能不再有资格获得美国和一些欧洲国家的政府补贴，这将在对这些汽车的需求已经放缓之际，给该公司的收入带来进一步的压力。Tudor, Pickering, Holt & Co.的分析师Matt Portillo周二将特斯拉评级下调至“卖出”，该分析师表示，“如果特斯拉明年继续推动增长，失去这些激励措施可能会加大进一步降价的风险。”Portillo还预计，特斯拉在2023年最后三个月的交付量将低于分析师的平均预期。分析师们最新的悲观言论进一步表明，华尔街对特斯拉业绩的看法日益恶化。据收集的数据显示，分析师对该公司第四季度的平均利润预测比12个月前下降了55%以上，而对2024年的利润预期比去年同期下降了43%。根据数据，在销售方面，分析师平均预计特斯拉在截至12月31日的季度将交付超过48.1万辆电动汽车。Portillo预计这一数字将在47万部左右。加拿大皇家银行资本市场分析师Tom Narayan预计特斯拉将交付约47.6万辆汽车，他对特斯拉的评级相当于“买入”。周一，Narayan下调了对特斯拉2024年和2025年的交付量预期，以反映Model 3和Model Y销量的“更温和增长”，并指出竞争加剧和联邦激励措施的丧失等不利因素。Narayan表示，特斯拉面向大众市场的Model 3的一些车型将在明年失去全部的联邦税收抵免。Tudor的Portillo说，该公司在法国和德国可能面临类似的问题。在特斯拉10月份发布第三季度业绩后，人们普遍预计整个行业的电动汽车需求将放缓，除此之外，这些补贴问题还将出现。这些警告之后，通用汽车和福特汽车、汽车租赁公司赫兹租车以及几家电动汽车供应商等老牌汽车公司也纷纷对电动汽车做出了类似的悲观预测。电动汽车整体疲软的很大一部分原因是，渴望购买新技术的热情尝试者群体可能已经筋疲力尽，而主流买家对高昂的价格和尚处于起步阶段的电动汽车生态系统仍持谨慎态度。Cowen分析师Jeffrey Osborne周二在给客户的一份报告中写道：“自2022年以来，新电动汽车的平均价格下降了约21%，但消费者在购买电动汽车方面仍然胆怯，大多数人认为电池可靠性、缺乏可用的公共充电站以及完全充电所需的时间是他们无法克服的主要心理和生理障碍。”因此，只销售电动汽车的特斯拉的利润和收入预期一直在下降。Portillo和Narayan并不是唯一对特斯拉明年前景感到担忧的分析师。上周五，德银分析师埃Emmanuel Rosner表示，特斯拉面临的“更大风险”是，在电动汽车采用率放缓的情况下，特斯拉2024年的增长和盈利都可能低于预期。特斯拉股价周二上涨2%，今年迄今累计涨幅达到108%。但该股本季度的表现令人沮丧，反映出2024年电动汽车采用前景恶化。自9月底以来，特斯拉上涨了约2%，而标普500指数的总回报率为11.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301861513334832,"gmtCreate":1714702836032,"gmtModify":1714702837452,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 南向资金持续净流入","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 南向资金持续净流入","text":"$恒生科技指数(HSTECH)$ 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不少散户跟着外资做反而不容易亏欠，跟着游资做的最终挣钱的没几个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301854305923120","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301853590069296,"gmtCreate":1714700901641,"gmtModify":1714700902723,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 南向资金持续加仓2023美股，2024港股","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 南向资金持续加仓2023美股，2024港股","text":"$恒生指数(HSI)$ 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资金净流入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301850244649104","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298776377098544,"gmtCreate":1713972868331,"gmtModify":1713972870734,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","listText":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","text":"小作文又一篇，操作A股，机器人板块的波动特点得看清楚喽！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298776377098544","repostId":"2429170562","repostType":4,"repost":{"id":"2429170562","pubTimestamp":1713931059,"share":"https://www.laohu8.com/m/news/2429170562?lang=&edition=full","pubTime":"2024-04-24 11:57","market":"hk","language":"zh","title":"“AI热钱”溢出，流向机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2429170562","media":"华尔街见闻","summary":"近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。而这次热潮轮到了AI机器人。其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。投资初创公司面临的风险虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。","content":"<html><head></head><body><p>AI热，太热了。</p><p>“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI<a href=\"https://laohu8.com/S/300024\">机器人</a>初创公司砸钱。</p><p>近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。</p><p>关键是，Skild这家公司目前还没任何营收。</p><p>风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下一个<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、下一个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>了….错过一个风口，比杀了他们还难受。</p><p>结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。据Robot Report研究公司的数据，2024年前三个月，机器人初创公司筹集了32亿美元资金，去年同期为17亿美元。</p><p>尤其是OpenAI作为这轮热潮的领头羊，近期频频出手投资AI机器人，今年年初就和红杉资本一起跟投了Skild的主要竞争对手Physical Intelligence，让其估值飙升至4亿美元；又和老虎环球基金联手投资了1X Technologies。然后3月又和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>及贝索斯等投资者投了AI人形机器人初创公司Figure AI 约6.75亿美元，推动Figure AI的估值高达26亿美元。</p><p>这不禁让人想起20多年前的互联网热潮时，但凡你这家公司和&#34;.COM&#34;沾下边，华尔街群狼都追着想给你砸钱。</p><p>而这次热潮轮到了AI机器人。</p><p>而从热钱追捧的公司主营业务来看，主要集中在两大领域：人形机器人硬件以及配套的AI软件。</p><p>其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。</p><p>而Physical Intelligence则专注于为机器人开发“大脑”，以帮助机器人执行需要精确动作控制的复杂任务。</p><p>Skild则致力于开发帮助机器人识别及探索世界的软件，通过赋予机器人识别物体和响应相关人类指令的能力，希望能替代人类完成一些重复性任务。</p><h2 id=\"id_804580814\">投资初创公司面临的风险</h2><p>虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。</p><p>尤其是这些AI机器人初创公司开始面临其他科技巨头的威胁，例如特斯拉和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等，也一直在野心勃勃地开发自己的人形机器人。</p><p>马斯克去年底推出的Optimus二代，向世人展示了它叠衣服的能力后，似乎有望在今年底进厂进行简单工作，成为“新一代厂工”。</p><p>而谷歌的DeepMind团队在捣鼓了多年后，也弄出了能踢足球的小型机器人…</p><p>在“不干正事”这件事上，谷歌和波士顿动力还是旗鼓相当的，波士顿动力在弄了多年的机械动物园后，最近推出了新一代的人形机器人Atlas着实把大伙“吓了一跳”，本来定位是能执行一些比较危险的搜救机器人Atlas，硬是变成了“机械贞子”。</p><p>虽然我们看这些科技巨头捣鼓的机器人，目前的功能似乎十分弱鸡，但随着技术发展，开发出更强更<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的机器人可能只是时间问题。而对于文章开头的那些机器人初创公司来说，他们自己不仅要面临外部劲敌的竞争，还得攻克自己的技术瓶颈，其中最大的难点之一是你要对机器人进行编程以识别数不清的物体，让它具备“计算机视觉”，这对人类来说很容易做到，但对机器人来说却不容易。</p><p>不过现在随着AI技术进步，包括能够同时理解图像和文本的视觉-语言模型正解决这个难题，但利用这些模型创建可靠的人形机器人仍需大量的额外工作，包括生成用于训练和完善模型的机器人运动数据。</p><p>道路是曲折的，前途是光明的，热钱到处找AI项目来投钱，本质赌的就是一手未来，保不准哪天电影《人工智能》的那个<a href=\"https://laohu8.com/S/600628\">新世界</a>就会朝我们招手了。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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“AI热钱”溢出，流向机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 11:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713453><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI热，太热了。“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI机器人初创公司砸钱。近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。关键是，Skild这家公司目前还没任何营收。风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93818aba644f3feb58106a117684c5b1","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" 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USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3713453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429170562","content_text":"AI热，太热了。“上头”的华尔街的风投们给生成式AI砸完钱后，又开始疯狂给AI机器人初创公司砸钱。近期Skild这家AI机器人初创公司，正与Lightspeed Venture及Coatue Management等对冲基金协商融资3亿美元，若交易达成，Skild估值将高达15亿美元。关键是，Skild这家公司目前还没任何营收。风投们砸钱给Skild不是个例，而是群体性的FOMO：我们不能再错过下一个阿里巴巴、下一个特斯拉了….错过一个风口，比杀了他们还难受。结果就是，在投了各种AI项目后，他们开始疯狂砸钱去投AI机器人项目。据Robot Report研究公司的数据，2024年前三个月，机器人初创公司筹集了32亿美元资金，去年同期为17亿美元。尤其是OpenAI作为这轮热潮的领头羊，近期频频出手投资AI机器人，今年年初就和红杉资本一起跟投了Skild的主要竞争对手Physical Intelligence，让其估值飙升至4亿美元；又和老虎环球基金联手投资了1X Technologies。然后3月又和英伟达、微软及贝索斯等投资者投了AI人形机器人初创公司Figure AI 约6.75亿美元，推动Figure AI的估值高达26亿美元。这不禁让人想起20多年前的互联网热潮时，但凡你这家公司和\".COM\"沾下边，华尔街群狼都追着想给你砸钱。而这次热潮轮到了AI机器人。而从热钱追捧的公司主营业务来看，主要集中在两大领域：人形机器人硬件以及配套的AI软件。其中Figure AI 和1X Technologies都是主攻制造能够执行危险或重复性工作的人形机器人。而Physical Intelligence则专注于为机器人开发“大脑”，以帮助机器人执行需要精确动作控制的复杂任务。Skild则致力于开发帮助机器人识别及探索世界的软件，通过赋予机器人识别物体和响应相关人类指令的能力，希望能替代人类完成一些重复性任务。投资初创公司面临的风险虽然追逐AI风口的热钱正不断流入AI机器人领域，但没人能保证风投们一定能全身而退。尤其是这些AI机器人初创公司开始面临其他科技巨头的威胁，例如特斯拉和谷歌等，也一直在野心勃勃地开发自己的人形机器人。马斯克去年底推出的Optimus二代，向世人展示了它叠衣服的能力后，似乎有望在今年底进厂进行简单工作，成为“新一代厂工”。而谷歌的DeepMind团队在捣鼓了多年后，也弄出了能踢足球的小型机器人…在“不干正事”这件事上，谷歌和波士顿动力还是旗鼓相当的，波士顿动力在弄了多年的机械动物园后，最近推出了新一代的人形机器人Atlas着实把大伙“吓了一跳”，本来定位是能执行一些比较危险的搜救机器人Atlas，硬是变成了“机械贞子”。虽然我们看这些科技巨头捣鼓的机器人，目前的功能似乎十分弱鸡，但随着技术发展，开发出更强更智能的机器人可能只是时间问题。而对于文章开头的那些机器人初创公司来说，他们自己不仅要面临外部劲敌的竞争，还得攻克自己的技术瓶颈，其中最大的难点之一是你要对机器人进行编程以识别数不清的物体，让它具备“计算机视觉”，这对人类来说很容易做到，但对机器人来说却不容易。不过现在随着AI技术进步，包括能够同时理解图像和文本的视觉-语言模型正解决这个难题，但利用这些模型创建可靠的人形机器人仍需大量的额外工作，包括生成用于训练和完善模型的机器人运动数据。道路是曲折的，前途是光明的，热钱到处找AI项目来投钱，本质赌的就是一手未来，保不准哪天电影《人工智能》的那个新世界就会朝我们招手了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298753927704776,"gmtCreate":1713967346800,"gmtModify":1713967348655,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这小作文！","listText":"这小作文！","text":"这小作文！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298753927704776","repostId":"2429120339","repostType":4,"repost":{"id":"2429120339","pubTimestamp":1713920189,"share":"https://www.laohu8.com/m/news/2429120339?lang=&edition=full","pubTime":"2024-04-24 08:56","market":"hk","language":"zh","title":"马斯克一句话“拯救特斯拉股价”：明年下半年投产“新车型”","url":"https://stock-news.laohu8.com/highlight/detail?id=2429120339","media":"华尔街见闻","summary":"马斯克表示，新车型最早于今年晚些时候推出，也可能是明年年初。新车型将在现有生产线上更高效率地生产，这可能会使特斯拉的年产能提高至超过300万辆。","content":"<html><head></head><body><blockquote><p><strong>马斯克表示，新车型最早于今年晚些时候推出，也可能是明年年初。新车型将在现有生产线上更高效率地生产，这可能会使特斯拉的年产能提高至超过300万辆。</strong></p></blockquote><p style=\"text-align: justify;\">马斯克称计划在2025年下半年投产更经济实惠的新车型，“打脸”此前报道已取消廉价车型开发的媒体报道，推动特斯拉股价盘后暴涨13%，结束了连跌七天的势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08ee27d1252fa06679c541311416b269\" tg-width=\"896\" tg-height=\"520\"/></p><p style=\"text-align: justify;\">&#34;关于新产品路线图，确实有许多讨论，&#34;马斯克当地时间周二在公司第一季度财报电话会议上表示，回应了过去一个月投资者对取消廉价车型计划的担忧。</p><blockquote><p style=\"text-align: justify;\">我们已经更新了未来车型阵容，以加快推出新车型。</p></blockquote><p style=\"text-align: justify;\"><strong>马斯克说，如果今年晚些时候不能推出新车型，那么就可能会在2025年初推出。</strong></p><p style=\"text-align: justify;\">4月初媒体报道称，特斯拉已经放弃了廉价车型Model 2（起售价不足3万美元）的开发计划，未来将重心转向开发Robotaxi。马斯克迅速出面否认，称之为不实之谈，但随后宣布将在8月8日正式发布Robotaxi。</p><p style=\"text-align: justify;\">据马斯克介绍，<strong>新车型预计将于2025年下半年投产</strong>，生产平台将融合下一代平台和目前生产Model 3及Model Y所用平台的部分特征。他说：</p><blockquote><p style=\"text-align: justify;\">新车型无需新建工厂或大规模新生产线，将在现有生产线上更高效率地生产。</p></blockquote><p style=\"text-align: justify;\"><strong>马斯克预计，这可能会使特斯拉的年产能提高至超过300万辆。</strong></p><p style=\"text-align: justify;\"><strong>尽管特斯拉再次承诺将推出更经济实惠的电动车，但尚未确认它就是此前计划的全新廉价车型。</strong>分析认为，新车型可能只是精简版的Model 3或Model Y，目前Model 3在北美起售价为38990美元。</p><p style=\"text-align: justify;\">在特斯拉宣布维持新车型的计划后，长期看涨特斯拉的Wedbush分析师Dan Ives接受媒体采访表示：</p><blockquote><p style=\"text-align: justify;\"><strong>特斯拉需要一个成年人在房间里，埃隆·马斯克就是房间里的成年人。</strong>Model 2.5将在2025年亮相。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361e0b5c03949b1f8138ece0a8feb06e\" tg-width=\"640\" tg-height=\"714\"/></p></blockquote><p style=\"text-align: justify;\"> 当一位投资者直接询问马斯克关于Model 2廉价电动车”时，马斯克基本三缄其口。相比之下，他更乐意滔滔不绝地谈论自动驾驶和外星人等话题。</p><p style=\"text-align: justify;\">“如果你有一款出色且物超所值的产品，销量自然会很好，”马斯克在回复一个关于价格的问题时说道。他表示，特斯拉将继续提高实惠性，使特斯拉产品更加“物超所值”。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克一句话“拯救特斯拉股价”：明年下半年投产“新车型”</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马斯克一句话“拯救特斯拉股价”：明年下半年投产“新车型”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713441><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克表示，新车型最早于今年晚些时候推出，也可能是明年年初。新车型将在现有生产线上更高效率地生产，这可能会使特斯拉的年产能提高至超过300万辆。马斯克称计划在2025年下半年投产更经济实惠的新车型，“打脸”此前报道已取消廉价车型开发的媒体报道，推动特斯拉股价盘后暴涨13%，结束了连跌七天的势头。\"关于新产品路线图，确实有许多讨论，\"马斯克当地时间周二在公司第一季度财报电话会议上表示，回应了过去...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713441\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23cf3da86253444943f5517b30694b80","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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H2-SGD","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3713441","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429120339","content_text":"马斯克表示，新车型最早于今年晚些时候推出，也可能是明年年初。新车型将在现有生产线上更高效率地生产，这可能会使特斯拉的年产能提高至超过300万辆。马斯克称计划在2025年下半年投产更经济实惠的新车型，“打脸”此前报道已取消廉价车型开发的媒体报道，推动特斯拉股价盘后暴涨13%，结束了连跌七天的势头。\"关于新产品路线图，确实有许多讨论，\"马斯克当地时间周二在公司第一季度财报电话会议上表示，回应了过去一个月投资者对取消廉价车型计划的担忧。我们已经更新了未来车型阵容，以加快推出新车型。马斯克说，如果今年晚些时候不能推出新车型，那么就可能会在2025年初推出。4月初媒体报道称，特斯拉已经放弃了廉价车型Model 2（起售价不足3万美元）的开发计划，未来将重心转向开发Robotaxi。马斯克迅速出面否认，称之为不实之谈，但随后宣布将在8月8日正式发布Robotaxi。据马斯克介绍，新车型预计将于2025年下半年投产，生产平台将融合下一代平台和目前生产Model 3及Model Y所用平台的部分特征。他说：新车型无需新建工厂或大规模新生产线，将在现有生产线上更高效率地生产。马斯克预计，这可能会使特斯拉的年产能提高至超过300万辆。尽管特斯拉再次承诺将推出更经济实惠的电动车，但尚未确认它就是此前计划的全新廉价车型。分析认为，新车型可能只是精简版的Model 3或Model Y，目前Model 3在北美起售价为38990美元。在特斯拉宣布维持新车型的计划后，长期看涨特斯拉的Wedbush分析师Dan Ives接受媒体采访表示：特斯拉需要一个成年人在房间里，埃隆·马斯克就是房间里的成年人。Model 2.5将在2025年亮相。 当一位投资者直接询问马斯克关于Model 2廉价电动车”时，马斯克基本三缄其口。相比之下，他更乐意滔滔不绝地谈论自动驾驶和外星人等话题。“如果你有一款出色且物超所值的产品，销量自然会很好，”马斯克在回复一个关于价格的问题时说道。他表示，特斯拉将继续提高实惠性，使特斯拉产品更加“物超所值”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}