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看一眼
20:43
数字配合的极好,既要降息,又不表示衰退,完美
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看一眼
18:13
就是连续六个月没有增长呗。
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看一眼
10-31 22:08
$特斯拉(TSLA)$
今天特斯拉AI团队对FSD的更新如下: 即将推出的内容: •端到端高速驾驶功能将于下周初全面推送给所有 AI4 用户,包括停止时的平稳性提升、减少恶劣天气提醒干扰、以及其他安全改进 •AI3 城市驾驶的 v12.5.x 模型改进 •“真正智能召唤”功能将在欧洲、中国和其他地区推出 •v13 将包含以下主要技术升级: •36Hz、全分辨率的 AI4 视频输入 •原生 AI4 输入和神经网络架构 •模型规模扩大至原来的 3 倍 •模型上下文长度扩展至原来的 3 倍 •数据扩展至原来的 4.2 倍 •计算训练量扩展至原来的 5 倍(由 Cortex 训练集群支持) •大幅提升碰撞规避、交通控制跟随、导航等方面的奖励预测能力 •更高效的地图和导航输入表示 •增加音频输入,以更好地应对紧急车辆 •控制器重新设计,实现更平滑、更精确的跟踪 •集成了解锁、倒车和泊车功能 •支持多样化的目的地选项,包括路边停靠、停车位、车道和车库 •改善摄像头清洁与遮挡处理 我们已经集成了其中的多个改进,并与 v12.5.4 相比,干预间的行驶里程提升了 4 倍。 这为 v13 系列奠定了基础,我们计划在本周末将 v13.0 推送给内部客户。 大部分剩余内容已通过独立验证,并将在 11 月通过一系列小版本逐步整合。 我们计划在感恩节前后,向 AI4 车辆广泛推送包含上述大部分改进的 v13.3。
看一眼
10-31 22:04
17块是合理的
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看一眼
10-31 11:38
$小米集团-W(01810)$
消费得不到刺激提振,小米后续车型也不是低价位车型,荣耀马上上市,都是极大的,中长期利空。现在是抛售小米的最佳时机。
看一眼
10-30 22:04
再怎么下调也是美国市场第一,没有竞品。
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看一眼
10-29
争毛线🧶
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看一眼
10-28
都是小盘股
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看一眼
10-28
摩根大通的分析师就是一泡屎
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看一眼
10-18
收入下降,利润率上升,说明市场空间没了,已经开始存量博弈,收入想增加的前提是同行死
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看一眼
10-18
帮大家压压入场成本挺好
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看一眼
10-17
现在依然无法下载
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看一眼
10-16
写这篇文章之前你查过waymo有几辆在运营吗?
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看一眼
10-11
分析师都是废物
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看一眼
10-09
希尔盖应该加入马斯克阵营,一起让哈哈姐下去,拆分都是那个反垄断阿三闹得,神经病
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看一眼
10-08
$恒生指数(HSI)$
今天回调一下很好
看一眼
10-07
宁德时代得连续20cm一周
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看一眼
10-07
这完全是利好:亚马逊跌超2%,大摩报告称,亚马逊计划在明年初之前裁减1.4万管理职位,每年节省约30亿美元。
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看一眼
10-07
第七,害怕错过上涨(FOMO)的情绪还有运行空间,仓位处于低位,资金从发达市场向新兴市场的转移正在进行中。
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看一眼
10-07
纯汽车制造毛利太低。
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service,名字我都帮他们想好了CaaS!哈哈哈。特斯拉卖车的时候一个超级大裸车可以进一步降低售价,也不用非等国产化率进一步提高就能率先实现2.5万美金的目标了[龇牙]","images":[{"img":"https://static.tigerbbs.com/7bb7fdd0c4b9ed71c3a9e779589f814f","width":"700","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/977933811","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3540498190131026","authorIdStr":"3540498190131026"},"content":"下一步是付费打方向盘 打几度角收几块钱 一把不能入库 钱哗哗的","text":"下一步是付费打方向盘 打几度角收几块钱 一把不能入库 钱哗哗的","html":"下一步是付费打方向盘 打几度角收几块钱 一把不能入库 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>10月14日,天风证券发布研报表示,预计Model Y入门价有望降至27.5 万元。从海外特斯拉定价策略看,Model Y与Model 3的价差只有6%-9%。天风证券指出,主要原因是现阶段特斯拉需要快速放量积累数据,从而完善其自动驾驶与软件系统,最终形成特斯拉生态。因此 Model Y 国产后,特斯拉将继续执行降价策略。由于Model Y的标准续航版未达到250英里,特斯拉CEO马斯克认为过低续航会影响消费者体验,因此未推出此版本。天风证劵认为随着电池技术进步以及低成本的LFP大规模应用(Model 3应用大模组LFP后续航增加20km),预计标准续航版Model Y有望在明年推出。搭配特斯拉低价策略,预计Model Y的入门价有望降至27.5万元(保守假设Model Y与Model 3价差10%,Model 3价格为25万元),若考虑特斯拉国产化进一步提升以及电池价格持续下降,Model Y入门级车型或降至25万元以内。根据特斯拉中国官网信息,中国制造Model Y车型将推出长续航版和Performance高性能版两个版本,目前预估价分别为48.8万元和53.5万元。官方特别表示,此价格仅为预估,实际价格待监管机构批准,以最终公布售价为准。目前国产Model Y的预售价相较国外高出不少。7月份,特斯拉在美国大幅下调Model Y价格,目前Model Y长续航版以及高性能版在美国的售价分别为49990美元(约合人民币34.56万元)和59990美元(约合人民币41.51万元)。2018 年国内25万元以上的SUV销量占比接近15%,国内SUV年销量约1000万辆,因此,25万元以上的SUV销量接近150万辆。一旦Model Y标准续航实现国产化量产,25万元以上的SUV市","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>10月14日,天风证券发布研报表示,预计Model Y入门价有望降至27.5 万元。从海外特斯拉定价策略看,Model Y与Model 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