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后厨有第二部吗-心灵的呼唤与欲望的追逐,一场情感的盛宴 - 骤变网络
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后厨有第二部吗-心灵的呼唤与欲望的追逐,一场情感的盛宴

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电话:2025 六盘水市(六枝特区、盘州市、水城区、钟山区)
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乐山市(井研县、夹江县、沙湾区、峨边彝族自治县、马边彝族自治县、峨眉山市、市中区、犍为县、沐川县、金口河区、五通桥区)
甘孜藏族自治州(理塘县、丹巴县、石渠县、九龙县、新龙县、德格县、稻城县、道孚县、雅江县、乡城县、甘孜县、白玉县、色达县、炉霍县、泸定县、得荣县、康定市、巴塘县)








吉林市(船营区、桦甸市、蛟河市、龙潭区、丰满区、昌邑区、舒兰市、永吉县、磐石市)
日照市(岚山区、五莲县、东港区、莒县)
邯郸市(峰峰矿区、广平县、邯山区、曲周县、永年区、磁县、馆陶县、邱县、武安市、大名县、临漳县、涉县、鸡泽县、成安县、复兴区、魏县、丛台区、肥乡区)
乌鲁木齐市(达坂城区、水磨沟区、新市区、沙依巴克区、天山区、头屯河区、米东区、乌鲁木齐县)
通化市(辉南县、集安市、柳河县、通化县、二道江区、梅河口市、东昌区)
攀枝花市(东区、西区、盐边县、米易县、仁和区)
通辽市(奈曼旗、科尔沁左翼后旗、科尔沁区、扎鲁特旗、开鲁县、科尔沁左翼中旗、霍林郭勒市、库伦旗)
湘潭市(雨湖区、湘潭县、岳塘区、湘乡市、韶山市)
景德镇市(乐平市、珠山区、浮梁县、昌江区)

  来源:金十数据

  韦德布什证券分析师DanIves近日警告称,马斯克必须退出其在美国政府效率部(DOGE)的争议性职务,全身心回归特斯拉CEO的岗位。他强调,随着特斯拉即将于周二公布一季度财报,这家公司正面临“红色警报”时刻。

  “马斯克需要离开政府,大幅减少在政府效率部的工作,并重新全职担任特斯拉CEO。”Ives在上周日致客户的报告中写道,“特斯拉与马斯克本为一体……任何认为马斯克未对品牌造成实质伤害的人,都应该去和美国、欧洲、亚洲的购车者聊聊。这些对话会改变你的看法。”

  两周前,Ives将特斯拉股票目标价大幅下调43%,理由是马斯克与特朗普政府关税政策引发品牌危机。他最担忧的是,特斯拉可能因特朗普关税政策的反噬而遭受重创,而去年特斯拉超五分之一收入来自中国市场。与此同时,作为特朗普削减联邦政府规模的核心代言人,马斯克已激怒特斯拉的关键客户群体。

  “特斯拉不幸成为特朗普政府与政府效率部的全球政治符号。”Ives指出,并列举三大问题:特斯拉股价自特朗普就职以来暴跌、一季度交付数据惨淡、针对特斯拉的抗议持续不断。他预计,马斯克在政府效率部的行为可能导致特斯拉未来买家需求“永久性下降15%-20%”。

  特斯拉股价自1月17日以来已下跌43%。其定于周二公布的财报将面临多重质询:2025年销量目标、自动驾驶技术进展、自动驾驶出租车网络计划(Robotaxi),以及关税对盈利能力的影响。而压倒一切的焦点仍是马斯克在白宫的角色。

  作为全球首富,马斯克目前以“特殊政府雇员”身份任职,这一职位要求临时联邦雇员每年工作不超过130天。据知情人士透露,马斯克预计将在任期结束后退出政府工作。

  尽管Ives仍维持对特斯拉的“跑赢大盘”评级,并称其为“未来几年全球最具颠覆性的科技公司之一”,但他强调,特斯拉需要“最重要资产”——马斯克的全身心回归。Ives总结道:

  “这是特斯拉的转折点:若马斯克离开白宫,品牌损伤将不可逆,但公司将迎回最关键的CEO与战略家;若他选择留在特朗普政府,特斯拉的未来和品牌将进一步恶化。”

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