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韩国散户质疑特斯拉“牛市叙事” 蜂拥至比特币与以太坊
Zhi Tong Cai Jing· 2025-09-01 07:08
以高杠杆期权或者"赌博式"的全仓押注某只个股等激进股票投资方式而闻名全球的韩国散户投资者们,正在重新押宝于加密 货币领域,对于他们长期以来所信仰的"特斯拉股价长期牛市叙事"逻辑则出现重大裂痕——即他们对于特斯拉长期看涨逻辑 可能逐渐崩塌。 随着韩国散户投资们对这家美国电动车制造商兼自动驾驶、人形机器人领军者的失望情绪加剧,以及对比特币、以太坊等加 密货币的看涨买入兴趣狂飙式上升,他们在上个月罕见加大了对于特斯拉股票与相关看涨期权的抛售力度。 韩国散户投资者们之所以闻名全球并且能够在极短时间内造成国际上任何一只股票剧烈波动,主要因他们聚焦于YOLO投资 策略。YOLO——即以"你只活这一次"(You Only Live Once)为投资宗旨的激进投资群体,他们热衷于以"赌博式"的方式全仓 或买入高杠杆期权来押宝某一只个股。"YOLO们"今年以来尤其痴迷于在AI热潮中随着多头趋势而大举押宝英伟达、博通以 及台积电等最热门AI算力产业链公司,以及像特斯拉这样的高波动且散户参与度极高的热门科技股,他们的最新押注则转向 高波动的加密货币相关标的。 特斯拉在韩国散户群体中的人气急剧下滑 根据彭博对存托管数据的测算,8 月 ...
英媒:中国清洁能源项目在印尼蓬勃发展
Huan Qiu Wang· 2025-09-01 01:02
英国"对话地球"网站8月27日文章,原题:中国能源项目在印尼蓬勃发展,西方融资步履蹒跚 为帮 助印尼摆脱对煤炭的依赖,美国、日本等多个发达国家在2022年共同提出了"公正能源转型伙伴关 系"(JETP),承诺为印尼提供总额为200亿美元的资金。但截至目前,仅有12亿美元资金到位。作为 JETP的早期推动者,美国在今年3月宣布退出。 与此同时,中国企业正在扩大对印尼绿色能源价值链的参与范围。从太阳能和水电项目到电动汽车 组装,中国企业开展的有关项目通常获得国家融资和快速推进计划的支持。 澳大利亚智库洛伊国际政策研究所上个月发布的一份报告显示,西方国家支持东南亚开展清洁能源 转型的承诺"尚未转化为更多实地项目"。报告称,随着来自西方的发展支持减少,"中国作为该地区发 展参与者的相对重要性将上升"。该报告还表示,2022年至2023年,中国对东南亚的发展融资增长16亿 美元,达到49亿美元,其中大部分流向印尼和马来西亚的高速铁路等重大基础设施项目。中国对该地区 承诺的基础设施投资总额在短短一年内就几乎增加了3倍,2023年达到近100亿美元。报告称,相比之 下,美国、欧盟和英国削减援助或将导致对该地区的官方发展融资 ...
8点1氪:91助手将在本月关停;特朗普在多个场合表示“欢迎中国留学生”;“小电驴”新国标9月1日实施
36氪· 2025-09-01 00:09
由于业务调整及产品迭代优化需求,91助手应用将于2025年9月27日23:59起全面停止所有服务。 整理 |何雨婷 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 91助手本月将关停,官方公布退费安排 8月31日,根据91助手运营团队公告,由于业务调整及产品迭代优化需求,91助手应用将于2025年9月27日23:59起全面停止所 有服务,包括但不限于手机连接管理、文件传输、应用安装卸载、系统清理等功能。官方建议用户在此期间及时备份相关数 据,服务终止后,用户在91助手的数据将永久丢失,无法再以任何方式找回。 此外,91助手将向仍处于会员期的用户进行退费,但需要用户主动申请,未主动申请退费的用户将无法获得退款。退款申请截 止时间为2025年9月15日24:00,逾期将不再受理退款申请。(界面新闻) 特朗普在多个场合表示"欢迎中国留学生",打算把规模扩大到60万人 A股分红规模及现金分红比例创新高 特朗普称想把中国留学生扩至60万 特斯拉对致命车祸17亿赔偿判决提出异议 微信:进一步规范人工智能生成合成内容标识 近日,美国总统特朗普在多个场合表示"欢迎中国留学生", ...
(上合天津峰会)习近平会见埃及总理马德布利
Zhong Guo Xin Wen Wang· 2025-08-30 12:08
Group 1 - The core message emphasizes the strengthening of China-Egypt relations, marking a historical peak and aiming to build a community of shared destiny in the new era [1][2] - Both countries plan to leverage the upcoming 70th anniversary of diplomatic relations to enhance bilateral cooperation, particularly in trade, investment, and various sectors such as renewable energy and electric vehicles [2] - The meeting highlights the importance of mutual support in political trust and cooperation, especially in addressing core interests and major concerns of both nations [1][2] Group 2 - Egypt expresses its commitment to the One China principle and aims to deepen high-level exchanges and expand trade and investment with China [2] - Both nations, as developing countries, seek to coordinate and collaborate in international and regional affairs to safeguard the common interests of developing nations [2]
这个国家的中产,买爆中国电动汽车
Feng Huang Wang Cai Jing· 2025-08-29 13:02
作为一名尼泊尔工程承包商,Bibek Dua需要找到一辆足够好的车。 这辆车必须是"六边形战士":足够宽敞,能装下他日常携带的工具和样品;足够智能,给初次见面的客户更好的乘坐体验;足够好开,既要 轻松穿梭于尼泊尔蜿蜒狭窄的城市巷道,又要征服雨季湿滑泥泞的喜马拉雅山脉陡坡。 Bibek Dua开始了他的考察之旅。首先是以耐用性称王尼泊尔汽车市场已久的日系品牌丰田、日产,然后是近年来通过紧凑级SUV名声大噪的 后起之秀印度塔塔汽车。兜兜转转,心仪的车型始终没有出现。 直到来自中国的电动汽车跃入视野,Bibek Dua怦然心动。"未来主义风格的外观相当吸睛,操控兼顾城市和山地驾驶,简约的仪表盘和触控 操作让驾乘充满科技感。"他最终购买了电动款上汽名爵ZS。 Bibek Dua的选择在当时显得相当另类。在中国,汽车是多数家庭除了房产以外的最大支出,尼泊尔人同样如此,买车慎之又慎。 燃油作为汽车唯一动力选择的时期,不少当地人无力购买。两轮车是这片土地上最多见的出行工具,人们戏称在尼泊尔没有"超载",六口人 叠在一辆摩托上的危险驾驶是常态。 而在两年前,起售价相对较低的电动汽车刚刚兴起时,尼泊尔的充电设施并不完善,多数人 ...
这个国家的中产,买爆中国电动汽车
凤凰网财经· 2025-08-29 12:48
Bibek Dua的选择在当时显得相当另类。在中国,汽车是多数家庭除了房产以外的最大支出,尼泊尔人同样如此,买车慎之又慎。 来源|凤凰网《风暴眼》 作为一名尼泊尔工程承包商,Bibek Dua需要找到一辆足够好的车。 这辆车必须是"六边形战士":足够宽敞,能装下他日常携带的工具和样品;足够智能,给初次见面的客户更好的乘坐体验;足够好开,既要轻松穿梭于尼 泊尔蜿蜒狭窄的城市巷道,又要征服雨季湿滑泥泞的喜马拉雅山脉陡坡。 Bibek Dua开始了他的考察之旅。首先是以耐用性称王尼泊尔汽车市场已久的日系品牌丰田、日产,然后是近年来通过紧凑级SUV名声大噪的后起之秀印度 塔塔汽车。兜兜转转,心仪的车型始终没有出现。 直到来自中国的电动汽车跃入视野,Bibek Dua怦然心动。"未来主义风格的外观相当吸睛,操控兼顾城市和山地驾驶,简约的仪表盘和触控操作让驾乘充 满科技感。"他最终购买了电动款上汽名爵ZS。 燃油作为汽车唯一动力选择的时期,不少当地人无力购买。两轮车是这片土地上最多见的出行工具,人们戏称在尼泊尔没有"超载",六口人叠在一辆摩托 上的危险驾驶是常态。 而在两年前,起售价相对较低的电动汽车刚刚兴起时,尼泊尔的 ...
特斯拉在欧盟销量连续7个月下降
Xin Hua She· 2025-08-29 12:48
面对当前困境,特斯拉公司寄希望于今年第四季度推出更低价新车型,以期提振在欧盟市场表现。 (文章来源:新华社) 欧洲汽车制造商协会28日发布的数据显示,尽管今年7月欧盟纯电动汽车销量创下近两年来最大增幅, 美国电动汽车品牌特斯拉在欧盟却遭遇"黑色七月",销量同比下滑超40%,连续第七个月呈下降趋势。 数据显示,欧盟市场纯电动汽车7月销售量同比上升39%,但特斯拉仅售出6600辆,远低于去年同期的 11465辆。特斯拉股价在当日下午交易时段应声下跌1.5%。 据美联社分析,特斯拉在欧盟销量持续萎缩背后存在多重因素。公司首席执行官埃隆·马斯克先前插手 欧洲政局、公开支持极右翼候选人等言行在欧洲引发民众抗议,这一负面影响持续存在。另一方面,特 斯拉仍在等待欧洲监管机构批准其高级辅助驾驶功能。马斯克此前预计该审批于今年三月完成。此外, 特斯拉今年早些时候为推进生产线改造、更换生产设备,短暂关停了畅销车型Model Y的工厂。 ...
中国品牌霸榜,特斯拉危险了
Zhong Guo Qi Che Bao Wang· 2025-08-29 09:49
Core Insights - Global electric vehicle sales increased by 22% year-on-year in June, surpassing 1.8 million units, with pure electric vehicle sales growing by 24% to over 1.1 million units [1] - The global electric vehicle market share reached 28% in June, up from 24% in the first half of the year [1] - BYD and Tesla continue to lead the market, but the competitive landscape is shifting with brands like Geely and new entrants like Leap Motor and Xiaomi gaining traction [1] Market Overview - In China, automotive production and sales exceeded 15.6 million units in the first half of 2025, marking a year-on-year growth of 12.5% and 11.4% respectively [3] - New energy vehicles (NEVs) accounted for 44.3% of total sales, with production and sales of NEVs reaching 6.968 million and 6.937 million units, reflecting growth rates of 41.4% and 40.3% [3] - The export of NEVs saw a significant increase, with a 75.2% year-on-year growth, contributing to the overall automotive export growth of 10.4% [3][4] European Market Dynamics - In Europe, electric vehicle sales rebounded, with pure electric vehicle sales reaching 1.19 million units in the first half of the year, a 24.9% increase [5] - The market share for pure electric vehicles in Europe reached 17.47%, while plug-in hybrid vehicles saw a 21.2% increase in sales [5] - The decline in gasoline and diesel vehicle sales has been significant, with diesel vehicle market share dropping below 10% [6] Brand Performance - BYD maintained its position as the top-selling brand globally, with nearly 2 million units sold in the first half of the year, while Tesla's sales fell to approximately 720,000 units [15][16] - Geely and Wuling also performed well, with Geely's Star Wish and Panda Mini contributing to its rise to third place [16] - Chinese brands accounted for 17 out of the top 20 electric vehicle models sold globally, with BYD having 10 models on the list [12][14] U.S. Market Insights - In the U.S., electric vehicle sales reached a record high, with pure electric vehicle sales growing by 1.5% to 607,000 units [9] - Anticipation of the expiration of federal tax credits has led to a surge in sales, with July seeing a 20% year-on-year increase [9][10] - Tesla remains the market leader in the U.S., but its market share has declined from 50.1% to 44.7% [10]
全新小鹏P7的“Ultra”革命
Hua Er Jie Jian Wen· 2025-08-29 03:29
Core Viewpoint - The launch of the new XPeng P7 electric sedan showcases advanced technology and competitive pricing, aiming to capture a significant market share in the electric vehicle sector [2][9]. Product Overview - The new XPeng P7 is priced starting at 219,800 yuan, with four variants available, highlighting features such as self-developed AI chips, an 800V high-voltage platform, and 5C ultra-fast charging capabilities [2][6]. - The vehicle achieved over 10,000 pre-orders within 7 minutes of opening, setting a new record for XPeng [2][9]. Design and Performance - The P7 features a futuristic design with a focus on aesthetics and functionality, achieving high-performance metrics comparable to luxury brands like Porsche [3][4]. - It recorded a lap time of 1:38.767 at the Zhejiang International Circuit, making it the fastest production sedan under 500,000 yuan [4]. - The vehicle's performance is attributed to its advanced electric drive layout and AI-enhanced suspension system [4][6]. Battery and Charging Technology - The P7 is equipped with an 858 high-performance battery pack, offering a range of up to 820 km and ultra-fast charging capabilities, allowing for a 525 km charge in just 10 minutes [6][5]. - The charging system adapts to various public charging stations, ensuring efficient energy replenishment [6]. Intelligent Features - The P7 incorporates three self-developed Turing AI chips, providing a total computing power of 2250 TOPS, which supports advanced driver-assistance systems [6][7]. - It features a VLM cockpit assistant and an 87-inch AR-HUD, enhancing user interaction and experience [7]. Market Positioning and Strategy - XPeng aims to position the P7 as a flagship model, emphasizing its technological advancements and design to differentiate from competitors [11][12]. - The company targets a monthly sales goal of 40,000 units, indicating confidence in the P7's market acceptance [9][12]. Future Outlook - XPeng plans to expand its product line with new models in the coming years, focusing on both electric sedans and SUVs [14][16]. - The company is committed to enhancing its AI capabilities and integrating advanced technologies to maintain a competitive edge in the automotive market [27][24].
座椅通风,豪车才配?电车怎么把价格给家人们打下来的?
Hu Xiu· 2025-08-29 03:14
几年之前,"座椅通风"几乎是豪华车的专属配置,还得加钱选装。但如今,不到十万的电车都可以标配 座椅通风了。这一期我们就来聊聊,国产电车厂商,是怎么把座椅通风的价格给家人们打下来的? ...