[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioee868e85":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcioee868e85","特斯拉销量腰斩！美股这一板块潜力巨大！","\u002Fdoc\u002Fdcioee868e85","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股周四收盘涨跌不一，道指再创历史新高，道指涨646.26点，涨幅为1.34%，报48704.01点；由于甲骨文最新财报中疲软的云收入和巨额的资本支出计划，引发对AI投资回报率和债务融资风险的担忧。甲骨文股价暴跌近11%，拖累了以科技股为主的纳斯达克指数。纳指跌幅0.25%。 \u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,516\">\u003Cimg style=\"aspect-ratio:1080\u002F516;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_082f51f3a4884c7a90f88939d619e85c@5576020_oswg188088oswg1080oswg516_img_000\" width=\"1080\" height=\"516\">\u003C\u002Ffigure>\u003Cp>\u003Cstrong>特斯拉在美销量创四年新低\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>根据Cox Automotive公司周四提供的数据，特斯拉11月份在美国的销量降至近四年来的最低点，尽管该公司已推出了其最畅销电动汽车的新版本 。当月总销量从去年同期的51,513辆下降了近23%，至39,800辆，这是自2022年1月以来的最低水平 。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"720,400\">\u003Cimg style=\"aspect-ratio:720\u002F400;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_4bc256520559450abddd09e01add3b26@5576020_oswg56833oswg720oswg400_img_000\" width=\"720\" height=\"400\">\u003C\u002Ffigure>\u003Cp>我们美股投资网认为销量的下滑，主要归因于特朗普Z府于9月底终止了7,500美元的联邦税收抵免，这对电动汽车销售造成了广泛打击 。为了应对需求下降，特斯拉在10月份推出了精简版Model Y和Model 3，售价比之前的基本款低约5,000美元 。Cox Automotive的数据显示，精简版的需求对11月份的销售起到了支撑作用 。\u003C\u002Fp>\u003Cp>然而，Cox Automotive的行业主管Stephanie Valdez Strey表示：“销量下降无疑表明，在税收抵免到期后，对标准车型的需求不足” 。她还指出，“标准版的销量正在蚕食高级版的销量，尤其是Model 3” 。尽管特斯拉在美国的销量下降，但相比之下，11月份美国电动汽车整体销量\u003Cstrong>同比下降了41%以上\u003C\u002Fstrong> 。这使得特斯拉的市场份额反而从去年同期的43.1%上升到56.7% 。\u003C\u002Fp>\u003Cp>在经历了多年的销量飙升之后，特斯拉去年交付量首次出现下降，原因在于高昂的借贷成本影响了消费者信心，加之竞争加剧，尤其是在欧洲和中国 。分析人士预计，特斯拉今年的交付量将再次下降 。随着其他汽车制造商计划推出更低价、功能更有趣的汽车，特斯拉明年将面临严峻挑战，并急需一款全新的车型来提振市场 。\u003C\u002Fp>\u003Cp>\u003Cstrong>博通AI前景引人担忧\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>芯片制造商博通公司（AVGO）作为与英伟达（NVDA）争夺人工智能计算收入的竞争者，其股价在周四盘后交易中高开4%后，下跌约4.5%，抹去了早盘的涨幅 。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"722,553\">\u003Cimg style=\"aspect-ratio:722\u002F553;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_907d568e13d04463a16241fdb268de66@5576020_oswg62509oswg722oswg553_img_000\" width=\"722\" height=\"553\">\u003C\u002Ffigure>\u003Cp>博通公布的财报盈利好于预期，主要得益于人工智能需求的增长 。最新第四财季营收\u003Cstrong>同比增长28%\u003C\u002Fstrong>，达到创纪录的\u003Cstrong>180.2亿\u003C\u002Fstrong>美元，每股收益为\u003Cstrong>1.74美元\u003C\u002Fstrong>，高于分析师预期的\u003Cstrong>1.12美元\u003C\u002Fstrong> 。2026财年第一财季销售额预计约为191亿美元，。同时博通的董事会还批准将2026财年的季度股息提高10%，至每股0.65美元 。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"535,204\">\u003Cimg style=\"aspect-ratio:535\u002F204;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_1dd3ba4f16664e6ebc5a59a5854aeb3e@5576020_oswg4115oswg535oswg204_img_000\" width=\"535\" height=\"204\">\u003C\u002Ffigure>\u003Cp>然而，首席执行官陈福强透露公司目前积压了价值730亿美元的人工智能产品订单，并将在未来六个季度内交付 。这一数字令一些投资者感到失望，尽管他随后澄清这只是一个“最低值”，并预计随着更多订单的到来，发货量还会大幅增加 。但他同时警告，由于人工智能产品的销售，总利润率正在收窄 。\u003C\u002Fp>\u003Cp>更关键的是，博通公司暂未发布2026年人工智能收入预测，陈福强表示“情况瞬息万变”，很难准确预测2026年的情况 。这番谨慎的言论，加上甲骨文（ORCL）财报未能给投资者留下深刻印象，导致了新一轮科技股的抛售潮，动摇了人工智能交易的信心 。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,607\">\u003Cimg style=\"aspect-ratio:1080\u002F607;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_591897215cbe428694d78d578b481885@5576020_oswg303089oswg1080oswg607_img_000\" width=\"1080\" height=\"607\">\u003C\u002Ffigure>\u003Cp>尽管如此，博通受益于大规模数据中心建设对其定制芯片的需求，已在英伟达主导的行业中占据了更大的份额 。公司在第四季度从人工智能初创公司Anthropic PBC获得了110亿美元的订单，这是在第三季度100亿美元订单的基础上追加的 。此外，OpenAI也与博通签署协议，在其人工智能芯片设计中使用博通的产品 。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1003,602\">\u003Cimg style=\"aspect-ratio:1003\u002F602;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_6b55a656f32d49b99aeae5b21a2c407b@5576020_oswg207679oswg1003oswg602_img_000\" width=\"1003\" height=\"602\">\u003C\u002Ffigure>\u003Cp>\u003Cstrong>美股投资网机会\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>近期 铜价因供需紧张和需求强劲而走高，这大大提振了市场情绪。高铜价提升预期利润，刺激股价上涨。\u003C\u002Fp>\u003Cp>我们《美股投资网10月必买股》的文章就明确看好两家铜业公司，分别是：麦克莫兰铜金公司（FCX）与南方铜业（SCCO）\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,608\">\u003Cimg style=\"aspect-ratio:1080\u002F608;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_7a4e4424e5b94237b14eeb9ad079495f@5576020_oswg77948oswg1080oswg608_img_000\" width=\"1080\" height=\"608\">\u003C\u002Ffigure>\u003Cp>文章回顾\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917162691&idx=1&sn=32e0f788b1c49e0f342135089c6a7d2d&scene=21#wechat_redirect\" _href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917162691&idx=1&sn=32e0f788b1c49e0f342135089c6a7d2d&scene=21#wechat_redirect\">美股分析 10月必買股，潜力巨大！\u003C\u002Fa>\u003C\u002Fp>\u003Cp>当时FCX仅40.53美元，现在48.11美元，\u003Cstrong>涨幅18.8%\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,826\">\u003Cimg style=\"aspect-ratio:1080\u002F826;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_697778bdecfd478698c0dfc3412b730f@5576020_oswg333351oswg1080oswg826_img_000\" width=\"1080\" height=\"826\">\u003C\u002Ffigure>\u003Cp>SCCO当时股价125.1美元，现在同样\u003Cstrong>上涨18%\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,614\">\u003Cimg style=\"aspect-ratio:1080\u002F614;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_fd9848ccd3b14a92a72070e943aac382@5576020_oswg238877oswg1080oswg614_img_000\" width=\"1080\" height=\"614\">\u003C\u002Ffigure>\u003Cp>同时我们美股投资网通过AI量化大数据分析美股，捕捉每天交易机会，今天发现了\u003Cstrong>MOS\u003C\u002Fstrong> 24.7买入价，涨到25.49美元，\u003Cstrong>上涨 4%\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,640\">\u003Cimg style=\"aspect-ratio:1080\u002F640;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_07e234d3f11d4bacbd1f2048078a8ef9@5576020_oswg213419oswg1080oswg640_img_000\" width=\"1080\" height=\"640\">\u003C\u002Ffigure>\u003Cfigure class=\"image\" data-img-size-val=\"444,143\">\u003Cimg style=\"aspect-ratio:444\u002F143;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251212\u002Fv2_2832b3e026c1461e9011903c2e3805ac@5576020_oswg20183oswg444oswg143_img_000\" width=\"444\" height=\"143\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202512-stk\u002FUploadercxgucf0cgqo_2025_12_11_18_45_37.jpg","2025-12-12T02:43:49.667","2025.12.12","2025\u002F12\u002F12",59762,[22,23,24],"FCX","SCCO","MOS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]