[阅读全文]
狮山巡礼
投资杂谈
博文
(2025-11-07 09:34:26)
(2025-11-07 08:21:12)
(2025-11-07 08:18:59)
(2025-11-07 04:23:17)
马斯克如果能够完全拿到1万亿美元薪酬，将是世界上第一位个人财富达到万亿美元的企业家，但是面对天价薪酬，马斯克要想成功拿到并非易事。
马斯克万亿美元薪酬实际上是一种股权激励，要想拿到股权激励，需要完成一系列的业绩对赌和市值对赌，也就是我们国内常说的股权激励解锁条件。
马斯克若要拿满所有奖励，需要达到的最终目标是特斯拉公司市值超过8.5万[阅读全文]
(2025-11-07 03:38:35)
FearsofanAIbubblehaveheightenedthisweekafterU.S.technologysharesslumped.
TheIMFandtheBankofEnglandhavesoundedthealarmfollowingthesell-off.
Someinvestorsseebuyingopportunitiesfollowingthisweeksdip,whileothersadvocatelookingbeyondU.S.inordertoavoidconcentrationriskinAI-relatednames.
Thisweeksequitymarketwobble,whichsawaretreatinU.S.AI-relatedstocksamidongoingconcernsoverstretchedvaluation...[阅读全文]
Thisweeksequitymarketwobble,whichsawaretreatinU.S.AI-relatedstocksamidongoingconcernsoverstretchedvaluation...[阅读全文]
(2025-11-07 02:17:35)
美股在基本面回调的叙述也圆满了：缺电、缺数据中心
(2025-11-07 02:16:11)
AI的出现证明了一件事情，所有的道理都一样过不好这一生。阅读全文]
(2025-11-07 02:13:18)
MusksaidTeslawouldprobablyneedtobuildagiganticchipfabinordertomeetthevolumeofchipsthatthecompanyislookingfor.
TesladependsonTSMCandSamsung,butstillfacesshortagesdespiteexpandingsupplieroutput.
TeslasgrowingchipneedscomeasitleansintoAIandroboticsindustriesMuskseesasthefutureoftheglobaleconomy.
TeslaCEOElonMusksaysthecompanywilllikelyneedtobuildagiganticsemiconductorfabricationplanttokeepu...[阅读全文]
TeslaCEOElonMusksaysthecompanywilllikelyneedtobuildagiganticsemiconductorfabricationplanttokeepu...[阅读全文]
(2025-11-07 02:07:45)
Tesla(TSLA.O)CEOElonMusksaidheexpectstheautomakersFullSelf-Drivingsoftware,adriverassistancesystem,willbefullyapprovedinChinaearlynextyear.
WehavepartialapprovalinChina,andhopefullywellhaveafullapprovalinChinaaroundFebruaryorMarchorso,MusktoldthecompanysannualgeneralmeetingonThursday.
ChinasindustryministrydidnotimmediatelyrespondtoaReutersrequestforcomment.
ChinaisamajormarketforTesla,bu...[阅读全文]
(2025-11-06 18:48:09)
北京时间周五清晨，在特斯拉2025年股东大会上，埃隆马斯克发表了一场信息量巨大的演讲，为公司的未来勾勒出一幅激进而雄心勃勃的蓝图。
他不仅透露了自建巨型芯片工厂的可能性，还公布了Optimus机器人的具体成本、Cybercab的生产时间表，并预测FSD（全自动驾驶）即将在中国获得全面批准。这一系列重磅声明推动特斯拉盘后股价应声上涨3%。
芯片战略：或自建巨型晶圆[阅读全文]
