[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-musk-terafab-will-rank-in-top-20-gdp-from-a-single-building-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":254,"relatedPosts":262,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":237,"editor":242,"categories":245,"relatedPosts":251,"seo":252},145768,"马斯克：Terafab单栋建筑GDP将跻身\"全球前20\"","2026-10-26T17:41:55","\u003Cp>雄心勃勃，甚至超出了埃隆·马斯克的标准\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>埃隆·马斯克表示，特斯拉和SpaceX在德克萨斯州建造的芯片制造厂Terafab，其产值将使该单一建筑跻身全球国家GDP前20名，据报道该厂正在接洽约10家韩国供应商。\u003C\u002Fli>\n\n\n\n\u003Cli>真正的回报在于获得有保障的芯片供应。英特尔前高管Pushkar Ranade指出，公司通过拥有自己的晶圆厂才能获得这种保障，这也使得Terafab成为合并特斯拉和SpaceX最有力的产业理由。\u003C\u002Fli>\n\n\n\n\u003Cli>马斯克表示，Terafab到2028年初的成本将达到数百亿美元，这还不包括特斯拉预计在2026年支出的约200亿美元以及SpaceX在2025年已支出的209亿美元。\u003C\u002Fli>\n\n\n\n\u003Cli>“前20名”的说法取决于Terafab的最终目标——每月生产100万片晶圆，这大约需要十年时间才能实现。特斯拉将于1月下旬发布的2027年资本支出指引将显示其承担了多少费用。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">埃隆·马斯克希望\u003Cstrong>特斯拉 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=27444752&tid=108803915\">TSLA\u003C\u002Fa>)\u003C\u002Fstrong>和\u003Cstrong>SpaceX (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=7702894&tid=321424200\">SPCX\u003C\u002Fa>)\u003C\u002Fstrong>自己制造芯片，而他刚刚给出了这个计划的价值估算。（某种程度上。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">韩国贸易媒体TheElec在一篇\u003Ca href=\"https:\u002F\u002Fwww.thelec.net\u002Fnews\u002FarticleView.html?idxno=14743\">独家报道\u003C\u002Fa>中称，两家公司在德克萨斯州格兰姆斯县建造的晶圆厂Terafab正在与约10家韩国芯片供应商进行谈判，其中超过一半已签署保密协议。据报道，HPSP已同意为研发线供应退火设备。此外，据报道，负责Terafab项目的前\u003Cstrong>英特尔 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295\">INTC\u003C\u002Fa>)\u003C\u002Fstrong>员工已将英特尔自己的供应商引入了该项目。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">马斯克于10月20日在X上的反应是：“\u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2112590295334277253\">Terafab的产出价值将使其所在的单一建筑跻身全球国家GDP前20名\u003C\u002Fa>。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这确实是一座非凡的建筑。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR追踪44位分析师对特斯拉的看法。有多少人给出“买入”评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看特斯拉的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测。超过50万投资者使用TIKR来研究像特斯拉这样的股票。\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">查看特斯拉的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-top-20-math-needs-a-decade\" class=\"wp-block-heading\">“前20名”的计算需要十年时间\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">全球第20大经济体每年产出[约1万亿美元]。据报道，Terafab的目标是在10年内达到每月100万片晶圆，即每年1200万片。用第一个数字除以第二个数字，每片晶圆需要承载约[83,000美元]的产出。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这是否成立取决于马斯克如何定义“产出”：是原始晶圆，还是从中切割出的AI芯片。他没有说明。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">无论如何，这个说法只有在晶圆厂完全建成后才能成立。据报道，第一阶段（每月10万片晶圆）预计在2030年前实现。在\u003Ca href=\"https:\u002F\u002Fwww.dwarkesh.com\u002Fp\u002Fintel-tour\">Dwarkesh播客\u003C\u002Fa>上，英特尔的Pushkar Ranade解释了为什么这无法更快实现：新设备需要大约18个月才能到货，在此基础上再建造一座新晶圆厂，时间点就大致到了本年代末。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-bill-shows-up-years-earlier\" class=\"wp-block-heading\">账单提前数年出现\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在特斯拉第三季度财报电话会议上，马斯克表示Terafab到2028年初将花费“数百亿美元”，长期来看将“超过1000亿美元”。SpaceX将支付多少尚未决定。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在此之前，特斯拉的支出已经很高。其资本支出从2021年的65亿美元增至2024年的113亿美元，然后在2025年降至85亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA\" alt=\"TIKR提供的特斯拉资本支出柱状图，单位：十亿美元，2021-2025财年。\" class=\"wp-post-145768 wp-image-145766\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793027295\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793027295\u002Fimages\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025\u002F2026-10-24_iacfe5c7c4d_TSLA_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">特斯拉 (TSLA): 资本支出，单位：十亿美元，2021-2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">并且，即使在\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftesla-fell-3-as-musk-trims-capex-delays-optimus-ramp-for-the-biggest-product-on-earth\">削减预算\u003C\u002Fa>（从超过250亿美元）之后，其2026年的资本支出指引仍约为200亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX是任何合并后公司的另一半，其支出甚至更多。其资本支出几乎翻倍，从2024年的112亿美元增至2025年的209亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA\" alt=\"TIKR提供的SpaceX资本支出柱状图，单位：十亿美元，2024-2025财年。\" class=\"wp-post-145768 wp-image-145767\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793027293\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793027293\u002Fimages\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025\u002F2026-10-24_iacfe5c7c4d_SPCX_capex_2024-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX): 资本支出，单位：十亿美元，2024-2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">两家公司目前都尚未在各自的支出中为Terafab设立独立的预算项目。截至9月30日，特斯拉拥有454亿美元的现金和投资，但分析师预计其2027年和2028年的自由现金流分别为负99亿美元和负79亿美元，而这还是在承担巨额Terafab费用之前。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-guaranteed-supply-is-the-prize\" class=\"wp-block-heading\">有保障的供应是回报所在\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ranade对这座晶圆厂的描述是目前最有用的。他将马斯克的想法总结为：“我们要么建造Terafab，要么就没有芯片。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他还直言不讳地指出，设备短缺意味着“全球硅的总量不会增加”。新晶圆厂的所有者获得的是“有保障的供应，这是他们如果依赖其他代工厂所无法获得的。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">正是这种供应将Terafab与特斯拉-SpaceX合并案联系起来，两家公司的特别委员会目前正在权衡此事。SpaceX的早期投资者Chad Anderson告诉\u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-tech\u002Fspacex-has-blowout-quarter-as-musk-floats-merger-with-tesla\">Bloomberg Tech\u003C\u002Fa>，合并后的公司将是“一家拥有从芯片制造到人工智能全产业链的公司。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">两家公司共享一座晶圆厂的产出，并争论其巨额账单，这很麻烦。一个所有者则让这两个问题都变得更简单。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-top-20-can-wait\" class=\"wp-block-heading\">“前20名”可以等待\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">那么，一座Terafab建筑真的会产出超过除19个国家之外的所有国家吗？也许，在十年后，满负荷运转时，取决于马斯克如何计算产出。但今天没有投资者应该押注于此。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法：Terafab是迄今为止合并特斯拉和SpaceX最有力的产业理由。有保障的芯片供应对两家公司都很重要，而如此规模的账单在一张资产负债表上更容易承担。我只是不会为今天的“前20名”说法支付任何溢价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，特别委员会尚未就任何条款达成一致。特斯拉将于1月下旬随第四季度业绩发布的2027年资本支出指引，将是首次真正了解特斯拉为Terafab承担多少费用的机会。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-tesla-stock-actually-worth\" class=\"wp-block-heading\">那么特斯拉股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到特斯拉可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为特斯拉估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测来创建内容。我们的分析可能未包含公司近期的新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1052,"zh","\u002Fblog\u002Fmusk-terafab-will-rank-in-top-20-gdp-from-a-single-building","musk-terafab-will-rank-in-top-20-gdp-from-a-single-building","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FSpaceX-Stock-1-600x400.png",{"altText":235,"imageCredit":236},"Musk: Terafab Will Rank in “Top 20” GDP From a Single Building","",{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":241},"Roxanna Maglangit","roxtikr","author",[],{"name":238,"slug":239,"role":243,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":244},"editor",[],[246],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":235,"metaDesc":253,"opengraphDescription":253,"twitterTitle":235,"twitterDescription":253},"Ambitious, even by Elon Musk’s standards",{"title":255,"description":256,"twitterTitle":255,"twitterDescription":256,"author":238,"articlePublisher":257,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":258,"twitterData1":259,"ogTitle":255,"ogDescription":256,"ogUrl":231,"ogImage":233,"ogImageWidth":260,"ogImageHeight":261,"ogImageSecureUrl":233,"ogImageAlt":235,"twitterImage":233},"Musk: Terafab Will Rank in “Top 20” GDP From a Single Building","Ambitious, even by Elon Musk’s standards","TIKR.com","预计阅读时间","1 minute",1200,630,[263,280,295,312,327],{"id":250,"title":264,"date":265,"excerpt":266,"wordCount":267,"uri":268,"slug":269,"cloudinaryAssetId":270,"featuredImageOriginalUrl":271,"featuredImageMetadata":272,"author":273,"categories":277,"relatedPosts":279},"CACI股价上涨6%，因获杰富瑞上调评级及2.81亿美元海军合同；博思艾伦股价飙升7%","2026-10-26 17:35:57","关键在于利润率",722,"\u002Fblog\u002Fcaci-gains-6-on-jefferies-upgrade-and-281-million-navy-win-as-booz-allen-jumps-7","caci-gains-6-on-jefferies-upgrade-and-281-million-navy-win-as-booz-allen-jumps-7","images\u002FRTO-stock-vkstudio-via-Canva_1438100cb89\u002FRTO-stock-vkstudio-via-Canva_1438100cb89","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699147\u002Fimages\u002FRTO-stock-vkstudio-via-Canva_1438100cb89\u002FRTO-stock-vkstudio-via-Canva_1438100cb89.png?_i=AA",{"altText":264},{"name":274,"slug":275,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":276},"Gian Estrada","giantikr",[],[278],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":281,"date":282,"excerpt":283,"wordCount":284,"uri":285,"slug":286,"cloudinaryAssetId":287,"featuredImageOriginalUrl":288,"featuredImageMetadata":289,"author":290,"categories":292,"relatedPosts":294},"Booz Allen股价跃升7%，因TD Cowen基于改善的积压订单上调评级至买入","2026-10-26 17:20:44","营收下滑，华尔街反而更加看涨。",720,"\u002Fblog\u002Fbooz-allen-jumped-7-as-td-cowen-upgrades-to-buy-on-improving-backlog","booz-allen-jumped-7-as-td-cowen-upgrades-to-buy-on-improving-backlog","images\u002FAWK-stock-vkstudio-via-Canva_14392591a7c\u002FAWK-stock-vkstudio-via-Canva_14392591a7c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700169\u002Fimages\u002FAWK-stock-vkstudio-via-Canva_14392591a7c\u002FAWK-stock-vkstudio-via-Canva_14392591a7c.png?_i=AA",{"altText":281},{"name":274,"slug":275,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":291},[],[293],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":296,"date":297,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":309,"relatedPosts":311},"FICO股价暴跌16%，因抵押贷款评分价格维持在10美元，且\"同比定价持平\"","2026-10-26 17:17:37","涨价终有尽头",780,"\u002Fblog\u002Ffico-sinks-16-as-it-holds-mortgage-score-price-at-10-with-flat-year-over-year-pricing","fico-sinks-16-as-it-holds-mortgage-score-price-at-10-with-flat-year-over-year-pricing","images\u002Fdistraught-woman-falling-red-chart\u002Fdistraught-woman-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020020\u002Fimages\u002Fdistraught-woman-falling-red-chart\u002Fdistraught-woman-falling-red-chart.png?_i=AA",{"altText":296},{"name":306,"slug":307,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":308},"Cate Ciplak","catetikr",[],[310],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":324,"relatedPosts":326},"对冲基金资深人士：SpaceX是市场史上\"定价最离谱的公司\"","2026-10-26 17:12:43","SpaceX的业绩井喷只换来了一天的好日子",1007,"\u002Fblog\u002Fhedge-fund-veteran-spacex-is-the-most-egregiously-overpriced-company-in-market-history","hedge-fund-veteran-spacex-is-the-most-egregiously-overpriced-company-in-market-history","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699248\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva.png?_i=AA",{"altText":313},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":323},[],[325],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":328,"date":329,"excerpt":330,"wordCount":331,"uri":332,"slug":333,"cloudinaryAssetId":334,"featuredImageOriginalUrl":335,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"微软向6万名员工提供买断方案。这对利润率可能意味着什么？","2026-10-26 17:06:32","微软刚刚向四分之一员工提供了买断方案。此举背后的利润率计算比6万人的头条数字所暗示的更微妙，也更不寻常。",864,"\u002Fblog\u002Fmicrosoft-offers-buyouts-to-60000-employees-what-could-it-mean-for-margins","microsoft-offers-buyouts-to-60000-employees-what-could-it-mean-for-margins","images\u002FFEATURED-IMAGE-MAKER-1901_14586534969\u002FFEATURED-IMAGE-MAKER-1901_14586534969","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793033681\u002Fimages\u002FFEATURED-IMAGE-MAKER-1901_14586534969\u002FFEATURED-IMAGE-MAKER-1901_14586534969.png?_i=AA",{"altText":328},{"name":274,"slug":275,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":338},[],[340],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],[343,363,378,392,407,427,442,457,472],{"id":250,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":356},"Aditya Raghunath","adityatikr",[],[358],{"name":359,"slug":360,"uri":361,"description":236,"postsCount":250},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":250,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":236,"postsCount":250},[],{"id":250,"title":379,"date":365,"excerpt":380,"wordCount":381,"uri":382,"slug":383,"cloudinaryAssetId":384,"featuredImageOriginalUrl":385,"featuredImageMetadata":386,"author":387,"categories":389,"relatedPosts":391},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":379},{"name":354,"slug":355,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":388},[],[390],{"name":359,"slug":360,"uri":361,"description":236,"postsCount":250},[],{"id":250,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":404,"relatedPosts":406},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":393},{"name":354,"slug":355,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":403},[],[405],{"name":359,"slug":360,"uri":361,"description":236,"postsCount":250},[],{"id":250,"title":408,"date":409,"excerpt":410,"wordCount":411,"uri":412,"slug":413,"cloudinaryAssetId":414,"featuredImageOriginalUrl":415,"featuredImageMetadata":416,"author":417,"categories":421,"relatedPosts":426},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":408},{"name":418,"slug":419,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":420},"Wiltone Asuncion","wiltonetikr",[],[422],{"name":423,"slug":424,"uri":425,"description":236,"postsCount":250},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":250,"title":428,"date":429,"excerpt":430,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":441},"Rivian创下52周新低，就在收购AI模拟初创公司次日。10月29日市场走势说明了什么","2026-10-26 07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":428},{"name":418,"slug":419,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":438},[],[440],{"name":423,"slug":424,"uri":425,"description":236,"postsCount":250},[],{"id":250,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":443},{"name":418,"slug":419,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":453},[],[455],{"name":423,"slug":424,"uri":425,"description":236,"postsCount":250},[],{"id":250,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":469,"relatedPosts":471},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":458},{"name":418,"slug":419,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":468},[],[470],{"name":423,"slug":424,"uri":425,"description":236,"postsCount":250},[],{"id":250,"title":473,"date":474,"excerpt":475,"wordCount":476,"uri":477,"slug":478,"cloudinaryAssetId":479,"featuredImageOriginalUrl":480,"featuredImageMetadata":481,"author":482,"categories":484,"relatedPosts":486},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":473},{"name":418,"slug":419,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":483},[],[485],{"name":423,"slug":424,"uri":425,"description":236,"postsCount":250},[]]