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- 开心唠唠虎开心唠唠虎
  ·2024-05-17
  shumu
  Iconic switch? Big-name hedge funds reduce their holdings of "Seven Sisters" in U.S. stocks and increase their holdings of Ali and other Chinese stocks
  互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。
  Iconic switch? Big-name hedge funds reduce their holdings of "Seven Sisters" in U.S. stocks and increase their holdings of Ali and other Chinese stocks
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- 开心唠唠虎开心唠唠虎
  ·2023-04-10
  👍👍👍
  Tesla's Energy Storage Gigafactory officially "landed in Shanghai" and plans to start production in the second quarter of 2024
  初期规划年产商用储能电池可达1万台，储能规模近40GWh。
  Tesla's Energy Storage Gigafactory officially "landed in Shanghai" and plans to start production in the second quarter of 2024
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- 开心唠唠虎开心唠唠虎
  ·2023-01-14
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- 开心唠唠虎开心唠唠虎
  ·2022-11-07
  $特斯拉(TSLA)$
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- 开心唠唠虎开心唠唠虎
  ·2022-01-03
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09:12","market":"us","language":"zh","title":"Iconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2436341519","media":"华尔街见闻","summary":"互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。","content":"<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Iconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2024-05-17 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3715117\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f9645f22da0191fc1f47b6e11604959","relate_stocks":{"BABA":"阿里巴巴","YINN":"三倍做多富时中国ETF-Direxion","KWEB":"中国海外互联网ETF-KraneShares","HXC":"纳斯达克中国金龙指数"},"source_url":"https://wallstreetcn.com/articles/3715117","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436341519","content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","news_type":1,"symbols_score_info":{"YINN":1.1,"KWEB":1.1,"HXC":1.1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":3846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942039972,"gmtCreate":1681080997396,"gmtModify":1681081000112,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942039972","repostId":"1146665799","repostType":2,"repost":{"id":"1146665799","kind":"news","pubTimestamp":1681033184,"share":"https://ttm.financial/m/news/1146665799?lang=en_US&edition=fundamental","pubTime":"2023-04-09 17:39","market":"us","language":"zh","title":"Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=1146665799","media":"华尔街见闻","summary":"初期规划年产商用储能电池可达1万台，储能规模近40GWh。","content":"<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-09 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686019\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5423a3a8ee3c1b55eaa93703cb194d1c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3686019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146665799","content_text":"今天（9日）下午，特斯拉储能超级工厂项目签约仪式在上海正式举行。中国（上海）自由贸易试验区临港新片区管理委员会与特斯拉公司在现场签约。据了解，特斯拉储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh，产品提供范围覆盖全球市场。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。上海市政府副秘书长庄木弟表示，“五年前，特斯拉上海超级工厂项目创造了全球瞩目的‘上海服务、临港速度’，助力上海成为新能源汽车产业发展的新高地；今天，我们又将见证特斯拉储能超级工厂项目的落地签约，这必将成为推动上海新型储能产业发展和绿色低碳转型的重要力量”。 据悉，中国（上海）自由贸易试验区临港新片区已在“风-光-氢-电-制-储-用”产业领域形成了较为完备的产业链布局。未来，临港新片区将围绕新能源及储能产业编制产业发展规划、研究完善产业政策，通过优化产业体系、举办“中国储能大会”等重大活动，推动技术自主创新、提升新能源装备技术水平、加快重点企业和重大项目集聚，将临港新片区打造成为上海乃至全国新能源和储能的产业集群新高地。据了解，可再生能源的未来有赖于大规模储能。特斯拉超大型商用储能电池可以支持千兆瓦时规模的低成本、高密度公用事业项目，灵活性是该电池的一大特点。它能随时能与电池模块、逆变器和温度系统集成安装，帮助电网更加稳定、可持续。今天签约的特斯拉储能超级工厂项目也是该公司在美国本土以外的首个储能超级工厂项目。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958606779,"gmtCreate":1673708076091,"gmtModify":1676538876946,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"title":"","htmlText":"d","listText":"d","text":"d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958606779","repostId":"1142252899","repostType":4,"isVote":1,"tweetType":1,"viewCount":4075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987345057,"gmtCreate":1667832689579,"gmtModify":1676537971256,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987345057","isVote":1,"tweetType":1,"viewCount":3602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001956967,"gmtCreate":1641165039971,"gmtModify":1676533576505,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001956967","repostId":"2200443197","repostType":4,"isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}