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Ruosong
08-27
左右横跳
扎克伯格:我已决定停止捐款,保持“中立”
Ruosong
08-16
blackrock这种级别的公司买150万股FFIE跟我出门买张2块钱的双色球应该差不多
Ruosong
08-12
马斯克和川普深度绑定,如果川普没上台,民主党会怎么搞马斯克?现在川普支持率没那么乐观。之前社交媒体上面就有一大群不想选拜登也不想选川普的觉得他们太老了,现在拜登退选哈里斯肯定会拉拢这部分人。
Ruosong
07-25
$特斯拉(TSLA)$
今天会反弹[可爱] 盲猜
Ruosong
07-15
如果萝卜快跑都叫影响民生,那就别发展ai了
萝卜快跑和百度的“悖论”
Ruosong
07-14
$特斯拉(TSLA)$
老马把边站好
Ruosong
07-02
$特斯拉(TSLA)$
跑早了我擦
Ruosong
07-02
$特斯拉(TSLA)$
我跑了[财迷]
Ruosong
06-13
$特斯拉(TSLA)$
如果你觉得特斯拉要到2000一股,然后我问你2000一股特斯拉市值多少?你还要算一下,那你真不知道2000一股什么概念
Ruosong
05-30
$小米集团-W(01810)$
20的时候后悔没有上车,跌到17了给你上车的机会你又不敢上[可爱]
Ruosong
05-29
$美国超微公司(AMD)$
你大哥都翻红了,你还搁这儿绿油油呢?
Ruosong
05-29
$小米集团-W(01810)$
一家销售利润都在增长且未来销售增长逾期很高的公司,股票跌了几天倒车接人,居然还有人要跑。如果这都要跑,那我真没看懂买它的逻辑。
Ruosong
05-15
意思就是阿里京东已经清仓了呗[捂脸]
高瓴旗下HHLR一季度持仓: 第一重仓股仍为拼多多,建仓AMD
Ruosong
05-10
$特斯拉(TSLA)$
你们真的相信一个越来越好,高速增长的公司会大规模裁员吗
Ruosong
04-02
销量要靠明年年末的车型…
特斯拉第一季度交付38.7万辆,不及市场预期
Ruosong
02-13
我对苹果的人工智能还停留在siri阶段[捂脸]
苹果再获大行逆势唱好,AI将点燃苹果“下一个超级碗时刻”
Ruosong
01-24
$特斯拉(TSLA)$
跌了这么久了,财报就算一般也算是提前消化了
Ruosong
2023-07-20
$特斯拉(TSLA)$
今天敢不敢红[财迷]
Ruosong
2023-05-06
特斯拉降价难道不是因为北京商报吗[可爱]
一个特斯拉空头的认知:价格战没有奏效、自动驾驶依然遥远、马斯克的大饼画不圆
Ruosong
2022-09-29
$特斯拉(TSLA)$
很明确的告诉大家,九月份交付必爆啊,今天去提车,跟销售聊了一下,武汉这边已经连续几天日交付破百了[捂脸] 交付美女嗓子都哑了[笑哭]
去老虎APP查看更多动态
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07:44","market":"us","language":"zh","title":"扎克伯格:我已决定停止捐款,保持“中立”","url":"https://stock-news.laohu8.com/highlight/detail?id=2462342971","media":"凤凰网科技","summary":"避免被指控存在政治偏见。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2817ebbdf9238659b16b6dfaf00a97da\" title=\"\" tg-width=\"1400\" tg-height=\"932\"/></p><p>北京时间8月27日,Meta CEO马克·扎克伯格(Mark Zuckerberg)对众议院的一个小组委员会表示,为了避免被指控存在政治偏见,他已决定停止为帮助地方政府管理选举提供捐款。2020年大选时,扎克伯格的此类捐款引起了共和党的警觉。</p><p>扎克伯格和他的妻子普莉希拉·陈(Priscilla Chan)曾向非营利组织捐赠了4亿多美元,以帮助美国地方政府在2020年疫情期间进行选举。扎克伯格还表示,他真希望公司当初在受到拜登政府施压,被要求限制某些与疫情相关的内容时,能够更明确地表达反对意见。</p><p>尽管许多地方政府表示,扎克伯格的捐款是他们的重要资金来源,可以帮助他们登记选民,建立保持社交距离的投票站,提供设备来分类邮寄选票等,但共和党人将这笔钱称之为“扎克币”(Zuckerbucks),认为它不公平地惠及了民主党选举。据美国全国州议会会议(NCSL)称,目前有二十多个州(多数倾向于共和党)已经禁止、限制或约束使用私人资金来管理选举。</p><p>扎克伯格在写给众议院司法委员会主席吉姆·乔丹(Jim Jordan)的一封信中表示:“尽管我看到的分析显示并非如此(捐款令一党受益),但我知道有些人认为这项工作对一方有利,而对另一方不利。我的目标是保持中立,不以这样或那样的方式扮演角色,甚至不表现出在扮演角色的样子。所以我不打算在这个选举周期做出类似的捐赠。”</p><p>乔丹此前一直将矛头对准科技巨头,尤其是扎克伯格,声称这些巨头在审查保守观点。去年,他威胁要就扎克伯格藐视国会进行投票,原因是扎克伯格未能提交公司内部文件。该文件请求与Meta何时以及是否封禁账户或压制帖子有关。(作者/箫雨)</p></body></html>","source":"fenghuang_stock","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>扎克伯格:我已决定停止捐款,保持“中立”</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n扎克伯格:我已决定停止捐款,保持“中立”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-27 07:44 北京时间 <a href=https://tech.ifeng.com/c/8cNhElCpVWl><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月27日,Meta CEO马克·扎克伯格(Mark Zuckerberg)对众议院的一个小组委员会表示,为了避免被指控存在政治偏见,他已决定停止为帮助地方政府管理选举提供捐款。2020年大选时,扎克伯格的此类捐款引起了共和党的警觉。扎克伯格和他的妻子普莉希拉·陈(Priscilla Chan)曾向非营利组织捐赠了4亿多美元,以帮助美国地方政府在2020年疫情期间进行选举。扎克伯格还表示,...</p>\n\n<a href=\"https://tech.ifeng.com/c/8cNhElCpVWl\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf28b388969870c5069dd8b2cfbda9cc","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://tech.ifeng.com/c/8cNhElCpVWl","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462342971","content_text":"北京时间8月27日,Meta CEO马克·扎克伯格(Mark Zuckerberg)对众议院的一个小组委员会表示,为了避免被指控存在政治偏见,他已决定停止为帮助地方政府管理选举提供捐款。2020年大选时,扎克伯格的此类捐款引起了共和党的警觉。扎克伯格和他的妻子普莉希拉·陈(Priscilla Chan)曾向非营利组织捐赠了4亿多美元,以帮助美国地方政府在2020年疫情期间进行选举。扎克伯格还表示,他真希望公司当初在受到拜登政府施压,被要求限制某些与疫情相关的内容时,能够更明确地表达反对意见。尽管许多地方政府表示,扎克伯格的捐款是他们的重要资金来源,可以帮助他们登记选民,建立保持社交距离的投票站,提供设备来分类邮寄选票等,但共和党人将这笔钱称之为“扎克币”(Zuckerbucks),认为它不公平地惠及了民主党选举。据美国全国州议会会议(NCSL)称,目前有二十多个州(多数倾向于共和党)已经禁止、限制或约束使用私人资金来管理选举。扎克伯格在写给众议院司法委员会主席吉姆·乔丹(Jim Jordan)的一封信中表示:“尽管我看到的分析显示并非如此(捐款令一党受益),但我知道有些人认为这项工作对一方有利,而对另一方不利。我的目标是保持中立,不以这样或那样的方式扮演角色,甚至不表现出在扮演角色的样子。所以我不打算在这个选举周期做出类似的捐赠。”乔丹此前一直将矛头对准科技巨头,尤其是扎克伯格,声称这些巨头在审查保守观点。去年,他威胁要就扎克伯格藐视国会进行投票,原因是扎克伯格未能提交公司内部文件。该文件请求与Meta何时以及是否封禁账户或压制帖子有关。(作者/箫雨)","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339201824952664,"gmtCreate":1723817212404,"gmtModify":1723817214814,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"blackrock这种级别的公司买150万股FFIE跟我出门买张2块钱的双色球应该差不多","listText":"blackrock这种级别的公司买150万股FFIE跟我出门买张2块钱的双色球应该差不多","text":"blackrock这种级别的公司买150万股FFIE跟我出门买张2块钱的双色球应该差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339201824952664","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337683533181312,"gmtCreate":1723462958772,"gmtModify":1723468271149,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"马斯克和川普深度绑定,如果川普没上台,民主党会怎么搞马斯克?现在川普支持率没那么乐观。之前社交媒体上面就有一大群不想选拜登也不想选川普的觉得他们太老了,现在拜登退选哈里斯肯定会拉拢这部分人。","listText":"马斯克和川普深度绑定,如果川普没上台,民主党会怎么搞马斯克?现在川普支持率没那么乐观。之前社交媒体上面就有一大群不想选拜登也不想选川普的觉得他们太老了,现在拜登退选哈里斯肯定会拉拢这部分人。","text":"马斯克和川普深度绑定,如果川普没上台,民主党会怎么搞马斯克?现在川普支持率没那么乐观。之前社交媒体上面就有一大群不想选拜登也不想选川普的觉得他们太老了,现在拜登退选哈里斯肯定会拉拢这部分人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337683533181312","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331374755561720,"gmtCreate":1721908878632,"gmtModify":1721908880228,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 今天会反弹[可爱] 盲猜","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 今天会反弹[可爱] 盲猜","text":"$特斯拉(TSLA)$ 今天会反弹[可爱] 盲猜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/331374755561720","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476179108328286","authorId":"3476179108328286","authorIdStr":"3476179108328286","name":"xway","avatar":"https://static.laohu8.com/08ad549f7dcec5e4bb521ff47aec71e0","crmLevel":6,"crmLevelSwitch":0,"idStr":"3476179108328286"},"content":"gdp超预期 至少缓和了恐慌","text":"gdp超预期 至少缓和了恐慌","html":"gdp超预期 至少缓和了恐慌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327733923827984,"gmtCreate":1721024138030,"gmtModify":1721024139715,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"如果萝卜快跑都叫影响民生,那就别发展ai了","listText":"如果萝卜快跑都叫影响民生,那就别发展ai了","text":"如果萝卜快跑都叫影响民生,那就别发展ai了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327733923827984","repostId":"2451016665","repostType":4,"repost":{"id":"2451016665","pubTimestamp":1721017512,"share":"https://www.laohu8.com/m/news/2451016665?lang=&edition=full","pubTime":"2024-07-15 12:25","market":"us","language":"zh","title":"萝卜快跑和百度的“悖论”","url":"https://stock-news.laohu8.com/highlight/detail?id=2451016665","media":"孟栖笔谈","summary":"可以说,萝卜快跑是百度AI在真实商业场景当中落地的一个与人们的日常需求最密切相关的代表。02人们对于萝卜快跑的质疑,更多地停留在百度的AI技术上。萝卜快跑的“悖论”,是百度在探索AI的道路上必然会经历的,特别是当百度开始将其多年以来在AI上沉淀不断地落地过程当中必然会经历的。结语萝卜快跑,正在陷入到一场全新的“悖论”之中。","content":"<html><head></head><body><p>“做无人车的初衷,不是为了抢出租车网约车司机的生意,而是为了更好的服务老百姓,提供一种新的出行方式。”<a href=\"https://laohu8.com/S/BIDU\">百度</a>副总裁王云鹏曾经如是说。</p><p>然而,当萝卜快跑在武汉落地,特别是抢了司机们的饭碗时,这样一种美好的想象,似乎正在经历一次相当严峻的考验。</p><p>此刻,萝卜快跑似乎正在陷入到一场“悖论”之中,究竟是老百姓新的出行方式重要,还是出租车网约车司机们的生计重要?</p><p>如果这个问题无法得到一个完美的解释,那么,王云鹏口中的“美好”,或许永远都找不到一个美好的注脚。</p><p>事实上,萝卜快跑的根本问题,并不在于萝卜快跑本身,<strong>它更多地为我们折射出来的是一种新技术的横空出世对于原有的生产力和生产关系的打破的残酷现实。</strong></p><p>萝卜快跑遭遇到的困境,如同以往的蒸汽机,计算机一样,尽管道路略显曲折,但是前途依然是光明的。</p><p>几乎可以肯定的是,当人们使用AI像人们以往使用蒸汽机、计算机一样稀松平常的时候,那么,当下萝卜快跑所遭遇到的“悖论”,或许仅仅只是一个笑话而已。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca0c6f8e135b4fbc1c690b0a7636a28\" tg-width=\"889\" tg-height=\"500\"/></p><p><strong>01</strong></p><p>提及萝卜快跑,我们就不得不提及AI,就不得不提及百度。</p><p>可以说,萝卜快跑是百度AI在真实商业场景当中落地的一个与人们的日常需求最密切相关的代表。</p><p>如果我们将滴滴的出现看成是改变了人们的出行方式的话,那么,萝卜快跑则是从更前端对人们的出行方式进行了一次更加彻底而深入的改造。</p><p>真正导致萝卜快跑可以对人们的出行方式进行一次更加彻底而深入的改变的,正是源自于百度在AI上的探索、布局和实践。</p><p>我们都知道,百度早已在AI上进行了很多的布局。</p><p>无论是百度早在AI并不被看好的时候,全面all in AI,抑或是百度率先推出“文心一言”的AI应用,乃至是现在百度将AI技术应用到出行的商业场景当中,无疑不再为我们展示着百度近些年以来在AI上的前瞻性布局以及商业落地上的探索与尝试。</p><p>然而,在百度全面拥抱AI的过程当中,我们同样看到了敢为天下先背后所遭遇到的非议。无论是李彦宏在演讲过程当中被泼水,还是李彦宏乘坐无人驾驶汽车上路被相关部门问询,乃至是李彦宏的“大模型闭源论”所导致的一系列的质疑,我们都可以看出,外界对于百度全面拥抱AI的路上始终都抱有一种审视的态度。</p><p>尽管百度在探索AI的道路上遭遇到了很多的非议和质疑,但是,我们却依然看到了李彦宏以及其所带领下的百度始终都坚定地走在了AI的道路上。</p><p>可以说,现在的百度,已经成为了人们在谈论AI的时候,始终都无法绕过的一个话题。</p><p>对于在移动互联网时代籍籍无名的百度来讲,能够借助AI打一个翻身仗,不得不说是一种胜利。</p><p>同以往百度在探索AI的道路上所遭遇到的质疑一样,当萝卜快跑开始落地,特别是开始真正给人们提供新的出行服务,它遭遇到了来自传统出行方式的提供者的抵制。</p><p>如果对萝卜快跑所遭遇到的质疑放置于百度大的AI发展时间线条里的话,它只不过是诸多“浪花”之中的一朵。</p><p><strong>02</strong></p><p>人们对于萝卜快跑的质疑,更多地停留在百度的AI技术上。</p><p>我们在网上也看到了很多有关萝卜快跑调头,转弯以及让行上略显机械且笨拙的一面,但是,我们恰恰忽略的是,真正让人们对于萝卜快跑产生质疑关键点在于,它的AI应用所导致的打车费用的降低以及由此所带来的网约车出租车司机们的收益缩减上。</p><p>可以肯定的是,如果萝卜快跑逐渐铺开,特别是它带来的用工成本的减少,我们还将会看到更多类似抵制萝卜快跑的现象的出现。</p><p>这其实是任何一个新鲜事物出现之后,必然会经历的阶段。</p><p>对于任何一个新鲜事物来讲,它的出现必然会出现重新分割蛋糕的现象。</p><p>这样一种现象,我们在以往的互联网时代已经看到过太多太多。</p><p>对于萝卜快跑和百度来讲,它们真正需要去做的,并不仅仅只是一味地用AI技术去改造传统的出行供给的问题,而是需要找到一个技术与社会伦理的平衡点。</p><p>不可否认,百度借助AI技术推出萝卜快跑,的确可以在很大程度上减少乘客的出行成本,的确可以解决交通出行过程当中的诸多问题。</p><p>然而,萝卜快跑的推出,最为直接的一个结果,便是让网约车出租车司机面临着巨大的挑战。</p><p>这个时候,萝卜快跑需要做的,并不仅仅只是一味地去大规模落地的问题,而是更多地需要找到萝卜快跑与司机们之间的平衡点。</p><p><strong>当萝卜快跑扎到了这样一个平衡点,那么,AI技术就不再仅仅只是一个挤兑司机们的存在,而是变成了一个可以和司机相辅相成的存在。</strong></p><p>这就好比在互联网时代,我们出现了各式各样的移动互联网的工具,但是,真正去操控和使用这些工具的,却是一个又一个的人的问题。</p><p>因此,如果从这样一个问题来看,萝卜快跑的“悖论”,并不仅仅只是新的出行方式和旧的出行方式的选择的问题,而是技术的应用与社会伦理之间的平衡的问题。</p><p><strong>03</strong></p><p>事实上,当AI行业的发展进入到深水区,特别是当AI的发展从实验室开始越来越多的现实是商业场景和生活场景之中,越来越多的问题和矛盾,开始被暴露出现。</p><p>无论是有关大模型的开源和闭源之争,还是自动驾驶的安全性与便利性之争,乃至是AI是主角还是配角之争,我们都可以看出,越来越多的问题和矛盾,开始在AI行业当中开始出现。</p><p>当这些矛盾和问题开始出现,我们需要更多地看到的是,<strong>AI的发展开始进行到一个全新的阶段。</strong></p><p>在这样一个阶段,真正主导行业发展的,不再仅仅只是资本,不再仅仅只是布局,不再仅仅只是技术,而是更多地寻求一种由AI所主导的新商业与业已形成的旧商业之间的平衡点的问题。</p><p>对于每一个AI的玩家们来讲,如果谁能够找到了这样一个平衡点,并且可以将这样一个平衡点可以在商业上得到复现,那么,谁就是这样一场全新战局的胜者。</p><p>对于百度来讲,它正在遭遇到的挑战,正在于此。</p><p>在我看来,这是直接关系到百度能够彻底确立自身在AI时代市场地位的关键之战,这是直接关系到它是否能够保留其在AI布局上的先发优势的关键之战。</p><p>试想一下,如果百度能够找到了AI技术与社会伦理的平衡点,特别是厘清了AI技术与人类社会之间的微妙关系,那么,它以往在AI上的布局,将不再仅仅只是一种布局,而是变成了一个真正可以在现实的商业上进行落地和复现的全新的存在。</p><p>借助这一点,百度无疑可以重拾以往的荣耀,它非但会成为AI时代的新巨头,同样将会成为全球范围内真正可以和头部科技玩家们齐头并进的存在。</p><p>或许正是因为如此,我们看到的是,当萝卜快跑因为受到司机们的抵制而登上热搜,而在资本市场上百度股价却一路走高,这样一种现实市场和资本市场完全不一样的景象的出现。</p><p>萝卜快跑的“悖论”,是百度在探索AI的道路上必然会经历的,特别是当百度开始将其多年以来在AI上沉淀不断地落地过程当中必然会经历的。</p><p>对于百度来讲,这是一次全新的大考。</p><p>如果百度能够解决这样一种“悖论”,特别是找到了AI出行与人工出行之间的“平衡点”,那么,萝卜快跑所遭遇到的非议,或许将会迎刃而解。</p><p>至此,百度在AI的道路上所遭遇到的新的障碍,同样将会被清除,百度在AI市场上的地位将再度被确立。</p><p><strong>结语</strong></p><p><strong>萝卜快跑,正在陷入到一场全新的“悖论”之中。</strong></p><p>这场“悖论”,其实是百度在执着于AI的道路上必然会经历的,它同样是AI的发展业已进入到深水区的一个较为直接的证明。</p><p>对于百度来讲,萝卜快跑的“悖论”,或许还会在更多的场景,更多的应用上出现。</p><p><strong>这其实是AI技术以及其导致的生产力与生产关系的重塑必然会产生的问题。</strong></p><p>如果百度能够找到的这样一个问题的答案,特别它能够真正建立一套AI机制之下的全新的治理体系,那么,百度或许将会借助AI重拾以往的荣耀。</p><p>不得不说,萝卜快跑让我们看到了百度在AI上的领先,但是,这样一种领先究竟可以持续多久,或许要看李彦宏以及他带领下的百度,究竟会做出多少的创新了。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n萝卜快跑和百度的“悖论”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-15 12:25 北京时间 <a href=https://tech.ifeng.com/c/8bEVNX7m6KU><strong>孟栖笔谈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“做无人车的初衷,不是为了抢出租车网约车司机的生意,而是为了更好的服务老百姓,提供一种新的出行方式。”百度副总裁王云鹏曾经如是说。然而,当萝卜快跑在武汉落地,特别是抢了司机们的饭碗时,这样一种美好的想象,似乎正在经历一次相当严峻的考验。此刻,萝卜快跑似乎正在陷入到一场“悖论”之中,究竟是老百姓新的出行方式重要,还是出租车网约车司机们的生计重要?如果这个问题无法得到一个完美的解释,那么,王云鹏口中的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8bEVNX7m6KU\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ca0c6f8e135b4fbc1c690b0a7636a28","relate_stocks":{"89888":"百度集团-SWR","BIDU":"百度","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","BK4587":"ChatGPT概念","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1588":"回港中概股","BK1609":"ChatGPT概念","LU0173614495.USD":"富达中国焦点A","LU0197773160.USD":"HSBC 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(dist)","BK4585":"ETF&股票定投概念"},"source_url":"https://tech.ifeng.com/c/8bEVNX7m6KU","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451016665","content_text":"“做无人车的初衷,不是为了抢出租车网约车司机的生意,而是为了更好的服务老百姓,提供一种新的出行方式。”百度副总裁王云鹏曾经如是说。然而,当萝卜快跑在武汉落地,特别是抢了司机们的饭碗时,这样一种美好的想象,似乎正在经历一次相当严峻的考验。此刻,萝卜快跑似乎正在陷入到一场“悖论”之中,究竟是老百姓新的出行方式重要,还是出租车网约车司机们的生计重要?如果这个问题无法得到一个完美的解释,那么,王云鹏口中的“美好”,或许永远都找不到一个美好的注脚。事实上,萝卜快跑的根本问题,并不在于萝卜快跑本身,它更多地为我们折射出来的是一种新技术的横空出世对于原有的生产力和生产关系的打破的残酷现实。萝卜快跑遭遇到的困境,如同以往的蒸汽机,计算机一样,尽管道路略显曲折,但是前途依然是光明的。几乎可以肯定的是,当人们使用AI像人们以往使用蒸汽机、计算机一样稀松平常的时候,那么,当下萝卜快跑所遭遇到的“悖论”,或许仅仅只是一个笑话而已。01提及萝卜快跑,我们就不得不提及AI,就不得不提及百度。可以说,萝卜快跑是百度AI在真实商业场景当中落地的一个与人们的日常需求最密切相关的代表。如果我们将滴滴的出现看成是改变了人们的出行方式的话,那么,萝卜快跑则是从更前端对人们的出行方式进行了一次更加彻底而深入的改造。真正导致萝卜快跑可以对人们的出行方式进行一次更加彻底而深入的改变的,正是源自于百度在AI上的探索、布局和实践。我们都知道,百度早已在AI上进行了很多的布局。无论是百度早在AI并不被看好的时候,全面all in AI,抑或是百度率先推出“文心一言”的AI应用,乃至是现在百度将AI技术应用到出行的商业场景当中,无疑不再为我们展示着百度近些年以来在AI上的前瞻性布局以及商业落地上的探索与尝试。然而,在百度全面拥抱AI的过程当中,我们同样看到了敢为天下先背后所遭遇到的非议。无论是李彦宏在演讲过程当中被泼水,还是李彦宏乘坐无人驾驶汽车上路被相关部门问询,乃至是李彦宏的“大模型闭源论”所导致的一系列的质疑,我们都可以看出,外界对于百度全面拥抱AI的路上始终都抱有一种审视的态度。尽管百度在探索AI的道路上遭遇到了很多的非议和质疑,但是,我们却依然看到了李彦宏以及其所带领下的百度始终都坚定地走在了AI的道路上。可以说,现在的百度,已经成为了人们在谈论AI的时候,始终都无法绕过的一个话题。对于在移动互联网时代籍籍无名的百度来讲,能够借助AI打一个翻身仗,不得不说是一种胜利。同以往百度在探索AI的道路上所遭遇到的质疑一样,当萝卜快跑开始落地,特别是开始真正给人们提供新的出行服务,它遭遇到了来自传统出行方式的提供者的抵制。如果对萝卜快跑所遭遇到的质疑放置于百度大的AI发展时间线条里的话,它只不过是诸多“浪花”之中的一朵。02人们对于萝卜快跑的质疑,更多地停留在百度的AI技术上。我们在网上也看到了很多有关萝卜快跑调头,转弯以及让行上略显机械且笨拙的一面,但是,我们恰恰忽略的是,真正让人们对于萝卜快跑产生质疑关键点在于,它的AI应用所导致的打车费用的降低以及由此所带来的网约车出租车司机们的收益缩减上。可以肯定的是,如果萝卜快跑逐渐铺开,特别是它带来的用工成本的减少,我们还将会看到更多类似抵制萝卜快跑的现象的出现。这其实是任何一个新鲜事物出现之后,必然会经历的阶段。对于任何一个新鲜事物来讲,它的出现必然会出现重新分割蛋糕的现象。这样一种现象,我们在以往的互联网时代已经看到过太多太多。对于萝卜快跑和百度来讲,它们真正需要去做的,并不仅仅只是一味地用AI技术去改造传统的出行供给的问题,而是需要找到一个技术与社会伦理的平衡点。不可否认,百度借助AI技术推出萝卜快跑,的确可以在很大程度上减少乘客的出行成本,的确可以解决交通出行过程当中的诸多问题。然而,萝卜快跑的推出,最为直接的一个结果,便是让网约车出租车司机面临着巨大的挑战。这个时候,萝卜快跑需要做的,并不仅仅只是一味地去大规模落地的问题,而是更多地需要找到萝卜快跑与司机们之间的平衡点。当萝卜快跑扎到了这样一个平衡点,那么,AI技术就不再仅仅只是一个挤兑司机们的存在,而是变成了一个可以和司机相辅相成的存在。这就好比在互联网时代,我们出现了各式各样的移动互联网的工具,但是,真正去操控和使用这些工具的,却是一个又一个的人的问题。因此,如果从这样一个问题来看,萝卜快跑的“悖论”,并不仅仅只是新的出行方式和旧的出行方式的选择的问题,而是技术的应用与社会伦理之间的平衡的问题。03事实上,当AI行业的发展进入到深水区,特别是当AI的发展从实验室开始越来越多的现实是商业场景和生活场景之中,越来越多的问题和矛盾,开始被暴露出现。无论是有关大模型的开源和闭源之争,还是自动驾驶的安全性与便利性之争,乃至是AI是主角还是配角之争,我们都可以看出,越来越多的问题和矛盾,开始在AI行业当中开始出现。当这些矛盾和问题开始出现,我们需要更多地看到的是,AI的发展开始进行到一个全新的阶段。在这样一个阶段,真正主导行业发展的,不再仅仅只是资本,不再仅仅只是布局,不再仅仅只是技术,而是更多地寻求一种由AI所主导的新商业与业已形成的旧商业之间的平衡点的问题。对于每一个AI的玩家们来讲,如果谁能够找到了这样一个平衡点,并且可以将这样一个平衡点可以在商业上得到复现,那么,谁就是这样一场全新战局的胜者。对于百度来讲,它正在遭遇到的挑战,正在于此。在我看来,这是直接关系到百度能够彻底确立自身在AI时代市场地位的关键之战,这是直接关系到它是否能够保留其在AI布局上的先发优势的关键之战。试想一下,如果百度能够找到了AI技术与社会伦理的平衡点,特别是厘清了AI技术与人类社会之间的微妙关系,那么,它以往在AI上的布局,将不再仅仅只是一种布局,而是变成了一个真正可以在现实的商业上进行落地和复现的全新的存在。借助这一点,百度无疑可以重拾以往的荣耀,它非但会成为AI时代的新巨头,同样将会成为全球范围内真正可以和头部科技玩家们齐头并进的存在。或许正是因为如此,我们看到的是,当萝卜快跑因为受到司机们的抵制而登上热搜,而在资本市场上百度股价却一路走高,这样一种现实市场和资本市场完全不一样的景象的出现。萝卜快跑的“悖论”,是百度在探索AI的道路上必然会经历的,特别是当百度开始将其多年以来在AI上沉淀不断地落地过程当中必然会经历的。对于百度来讲,这是一次全新的大考。如果百度能够解决这样一种“悖论”,特别是找到了AI出行与人工出行之间的“平衡点”,那么,萝卜快跑所遭遇到的非议,或许将会迎刃而解。至此,百度在AI的道路上所遭遇到的新的障碍,同样将会被清除,百度在AI市场上的地位将再度被确立。结语萝卜快跑,正在陷入到一场全新的“悖论”之中。这场“悖论”,其实是百度在执着于AI的道路上必然会经历的,它同样是AI的发展业已进入到深水区的一个较为直接的证明。对于百度来讲,萝卜快跑的“悖论”,或许还会在更多的场景,更多的应用上出现。这其实是AI技术以及其导致的生产力与生产关系的重塑必然会产生的问题。如果百度能够找到的这样一个问题的答案,特别它能够真正建立一套AI机制之下的全新的治理体系,那么,百度或许将会借助AI重拾以往的荣耀。不得不说,萝卜快跑让我们看到了百度在AI上的领先,但是,这样一种领先究竟可以持续多久,或许要看李彦宏以及他带领下的百度,究竟会做出多少的创新了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327234620346552,"gmtCreate":1720922870840,"gmtModify":1720922872462,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"<a 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一家销售利润都在增长且未来销售增长逾期很高的公司,股票跌了几天倒车接人,居然还有人要跑。如果这都要跑,那我真没看懂买它的逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310970093293688","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569029148541005","authorId":"3569029148541005","authorIdStr":"3569029148541005","name":"a股遁逃者","avatar":"https://static.tigerbbs.com/52a95f7e7644e1ced9163e6db5ad3b06","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569029148541005"},"content":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜","text":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜","html":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306042806325536,"gmtCreate":1715752161091,"gmtModify":1715752162918,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"意思就是阿里京东已经清仓了呗[捂脸] ","listText":"意思就是阿里京东已经清仓了呗[捂脸] ","text":"意思就是阿里京东已经清仓了呗[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306042806325536","repostId":"1129208357","repostType":2,"repost":{"id":"1129208357","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715722190,"share":"https://www.laohu8.com/m/news/1129208357?lang=&edition=full","pubTime":"2024-05-15 05:29","market":"us","language":"zh","title":"高瓴旗下HHLR一季度持仓: 第一重仓股仍为拼多多,建仓AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1129208357","media":"老虎资讯综合","summary":"5月15日,高瓴旗下HHLR Advisors最新披露的13F文件显示,该机构一季度前十大重仓股集中度为84.57%, $拼多多(PDD)$持仓增加16.62%,以25.28%的市值占比稳居第一重仓股。建仓$AMD(AMD)$912,400股,以3.04%的市值占比成为其第六大重仓股。减持了原十大持仓股中的$贝壳(BEKE)$、$微软(MSFT)$、$Salesforce(CRM)$、$DoorDash(DASH)$,DoorDash因此被挤出前十。此外减持了71.87%的$百度(BIDU)$、88.21%的$阿里巴巴(BABA)$和95.78%的$京东(JD)$。","content":"<html><head></head><body><p>5月15日,高瓴旗下HHLR Advisors最新披露的13F文件显示,该机构一季度前十大重仓股集中度为84.57%, <a href=\"https://laohu8.com/S/PDD\">拼多多</a>持仓增加16.62%,以25.28%的市值占比稳居第一重仓股。建仓<a href=\"https://laohu8.com/S/AMD\">AMD</a>912,400股,以3.04%的市值占比成为其第六大重仓股。</p><p>减持了原十大持仓股中的<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>,DoorDash因此被挤出前十。此外减持了71.87%的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、88.21%的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和95.78%的<a href=\"https://laohu8.com/S/JD\">京东</a>。</p></body></html>","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>高瓴旗下HHLR一季度持仓: 第一重仓股仍为拼多多,建仓AMD</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n高瓴旗下HHLR一季度持仓: 第一重仓股仍为拼多多,建仓AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-15 05:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月15日,高瓴旗下HHLR Advisors最新披露的13F文件显示,该机构一季度前十大重仓股集中度为84.57%, <a href=\"https://laohu8.com/S/PDD\">拼多多</a>持仓增加16.62%,以25.28%的市值占比稳居第一重仓股。建仓<a href=\"https://laohu8.com/S/AMD\">AMD</a>912,400股,以3.04%的市值占比成为其第六大重仓股。</p><p>减持了原十大持仓股中的<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>,DoorDash因此被挤出前十。此外减持了71.87%的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、88.21%的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和95.78%的<a href=\"https://laohu8.com/S/JD\">京东</a>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4509":"腾讯概念","BK4220":"综合零售","BK4501":"段永平概念","GFS":"GLOBALFOUNDRIES Inc.","BK4526":"热门中概股","BK4141":"半导体产品","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","AMD":"美国超微公司","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","PDD":"拼多多","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823426480.USD":"法巴中国股票经典Dis","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>你们真的相信一个越来越好,高速增长的公司会大规模裁员吗","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>你们真的相信一个越来越好,高速增长的公司会大规模裁员吗","text":"$特斯拉(TSLA)$ 你们真的相信一个越来越好,高速增长的公司会大规模裁员吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304405480169720","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290982402724096,"gmtCreate":1712066511998,"gmtModify":1712066513914,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"销量要靠明年年末的车型…","listText":"销量要靠明年年末的车型…","text":"销量要靠明年年末的车型…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290982402724096","repostId":"1162086507","repostType":2,"repost":{"id":"1162086507","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712063012,"share":"https://www.laohu8.com/m/news/1162086507?lang=&edition=full","pubTime":"2024-04-02 21:03","market":"us","language":"zh","title":"特斯拉第一季度交付38.7万辆,不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1162086507","media":"老虎资讯综合","summary":"$特斯拉(TSLA)$:在第一季度,我们生产了超过43.3万辆车辆并交付了大约38.7万辆车辆。特斯拉盘前下跌逾6%","content":"<html><head></head><body><p>4月2日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布2024年第一季度交付数据。特斯拉第一季度交付量386810辆,市场预估449080辆;Model 3/Y 交付量369783辆,同比下降10%,预估426940辆。特斯拉一季度汽车产量433371辆,市场预估452976辆;Model 3/Y产量412376辆,预估439194辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c24669e2be8165fea4f517c8155d4a37\" title=\"\" tg-width=\"1057\" tg-height=\"285\"/></p><p>特斯拉表示,第一季度销量下降,部分原因是弗里蒙特工厂升级版Model 3的生产处于早期阶段以及红海冲突和柏林超级工厂纵火袭击造成的运输分流导致工厂停工。</p><p>特斯拉在第一季度部署了4053兆瓦时的储能产品,这是迄今为止最高的季度部署量。</p><p>此外,特斯拉宣布将于4月23日公布第一季度业绩。</p><p>特斯拉盘前下跌逾6%,第一季度交付量不及预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35cc947de0dde79e2314464c66e4f300\" title=\"\" tg-width=\"873\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">一季度特斯拉面临着电动车需求减少和高利率的双重打击,分析师们此前纷纷下调了对特斯拉交付量的预期,有分析指出,特斯拉会经历自疫情初期以来的首次同比销量下降。</p><p style=\"text-align: justify;\">马斯克在今年1月向投资者发出警告,称公司正处于两个主要增长浪潮之间。第一波增长得益于Model 3轿车和Model Y运动型多功能车的推出,而下一波增长预计将源自于即将推出的定价在25000美元左右的Model 2车型,该车型计划于明年末开始生产。</p><p style=\"text-align: justify;\">下一代车型虽然是增长关键,但由于该车型的生产预计要到明年晚些时候才开始,这就意味着在这之前,公司可能面临增长放缓的风险。在公司股价经历了高达3500亿美元的暴跌后,投资者的信心受挫,特斯拉正在通过其他方式(如调整价格、促销活动等)来刺激销售,以避免出现同比下降的情况。</p></body></html>","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>特斯拉第一季度交付38.7万辆,不及市场预期</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n特斯拉第一季度交付38.7万辆,不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-02 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布2024年第一季度交付数据。特斯拉第一季度交付量386810辆,市场预估449080辆;Model 3/Y 交付量369783辆,同比下降10%,预估426940辆。特斯拉一季度汽车产量433371辆,市场预估452976辆;Model 3/Y产量412376辆,预估439194辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c24669e2be8165fea4f517c8155d4a37\" title=\"\" tg-width=\"1057\" tg-height=\"285\"/></p><p>特斯拉表示,第一季度销量下降,部分原因是弗里蒙特工厂升级版Model 3的生产处于早期阶段以及红海冲突和柏林超级工厂纵火袭击造成的运输分流导致工厂停工。</p><p>特斯拉在第一季度部署了4053兆瓦时的储能产品,这是迄今为止最高的季度部署量。</p><p>此外,特斯拉宣布将于4月23日公布第一季度业绩。</p><p>特斯拉盘前下跌逾6%,第一季度交付量不及预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35cc947de0dde79e2314464c66e4f300\" title=\"\" tg-width=\"873\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">一季度特斯拉面临着电动车需求减少和高利率的双重打击,分析师们此前纷纷下调了对特斯拉交付量的预期,有分析指出,特斯拉会经历自疫情初期以来的首次同比销量下降。</p><p style=\"text-align: justify;\">马斯克在今年1月向投资者发出警告,称公司正处于两个主要增长浪潮之间。第一波增长得益于Model 3轿车和Model Y运动型多功能车的推出,而下一波增长预计将源自于即将推出的定价在25000美元左右的Model 2车型,该车型计划于明年末开始生产。</p><p style=\"text-align: justify;\">下一代车型虽然是增长关键,但由于该车型的生产预计要到明年晚些时候才开始,这就意味着在这之前,公司可能面临增长放缓的风险。在公司股价经历了高达3500亿美元的暴跌后,投资者的信心受挫,特斯拉正在通过其他方式(如调整价格、促销活动等)来刺激销售,以避免出现同比下降的情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4592":"伊斯兰概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162086507","content_text":"4月2日,特斯拉发布2024年第一季度交付数据。特斯拉第一季度交付量386810辆,市场预估449080辆;Model 3/Y 交付量369783辆,同比下降10%,预估426940辆。特斯拉一季度汽车产量433371辆,市场预估452976辆;Model 3/Y产量412376辆,预估439194辆。特斯拉表示,第一季度销量下降,部分原因是弗里蒙特工厂升级版Model 3的生产处于早期阶段以及红海冲突和柏林超级工厂纵火袭击造成的运输分流导致工厂停工。特斯拉在第一季度部署了4053兆瓦时的储能产品,这是迄今为止最高的季度部署量。此外,特斯拉宣布将于4月23日公布第一季度业绩。特斯拉盘前下跌逾6%,第一季度交付量不及预期。一季度特斯拉面临着电动车需求减少和高利率的双重打击,分析师们此前纷纷下调了对特斯拉交付量的预期,有分析指出,特斯拉会经历自疫情初期以来的首次同比销量下降。马斯克在今年1月向投资者发出警告,称公司正处于两个主要增长浪潮之间。第一波增长得益于Model 3轿车和Model Y运动型多功能车的推出,而下一波增长预计将源自于即将推出的定价在25000美元左右的Model 2车型,该车型计划于明年末开始生产。下一代车型虽然是增长关键,但由于该车型的生产预计要到明年晚些时候才开始,这就意味着在这之前,公司可能面临增长放缓的风险。在公司股价经历了高达3500亿美元的暴跌后,投资者的信心受挫,特斯拉正在通过其他方式(如调整价格、促销活动等)来刺激销售,以避免出现同比下降的情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273617398509648,"gmtCreate":1707838988932,"gmtModify":1707838990894,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"我对苹果的人工智能还停留在siri阶段[捂脸] ","listText":"我对苹果的人工智能还停留在siri阶段[捂脸] ","text":"我对苹果的人工智能还停留在siri阶段[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273617398509648","repostId":"2410984774","repostType":2,"repost":{"id":"2410984774","pubTimestamp":1707752351,"share":"https://www.laohu8.com/m/news/2410984774?lang=&edition=full","pubTime":"2024-02-12 23:39","market":"sh","language":"zh","title":"苹果再获大行逆势唱好,AI将点燃苹果“下一个超级碗时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2410984774","media":"智通财经","summary":"Wedbush发表研报表示,最近对供应链的调查显示,$苹果$在中国的需求“明显稳定”。Ives在一份报告中写道:“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云,但我们预计iPhone在中国农历新年期间将出现同比增长,因为苹果在中国大陆的一些促销活动和加强的营销活动非常成功。”展望未来,Ives表示,苹果有多个主要的催化剂,包括该公司对生成式人工智能的推动,预计将在今年的开发者大会上得到巩固。","content":"<html><head></head><body><p>Wedbush发表研报表示,最近对供应链的调查显示,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)在中国的需求“明显稳定”。</p><p>Wedbush分析师Dan Ives表示,iPhone今年很可能会出现一些“增量增长”,这表明iPhone 15“正在催化一个超出华尔街预期的升级周期”,并补充道,今年iPhone的出货量应在2.25亿至2.3亿部之间。</p><p>Ives在一份报告中写道:“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云,但我们预计iPhone在中国农历新年期间将出现同比增长,因为苹果在中国大陆的一些促销活动和加强的营销活动非常成功。”</p><p>虽然苹果在中国还面临竞争问题,但Ives补充道,很明显,“很少有消费者”离开苹果的生态系统,这增加了他的乐观立场。</p><p>展望未来,Ives表示,苹果有多个主要的催化剂,包括该公司对生成式人工智能的推动,预计将在今年的开发者大会上得到巩固。</p><p>Ives表示:“我们相信,‘苹果的超级碗时刻’将是库克和他的公司最终揭开苹果总部实验室正在研发的生成式人工智能技术的面纱,并于6月在WWDC向开发者和消费者介绍这项技术,随后我们预计iPhone 16将拥有独家的人工智能功能。”</p><p>Ives补充道,随着苹果进一步进军服务领域,进一步推进生成式人工智能可能会为公司带来约50亿美元或更多的年化收入。</p></body></html>","source":"stock_zhitongcaijing","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>苹果再获大行逆势唱好,AI将点燃苹果“下一个超级碗时刻”</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果再获大行逆势唱好,AI将点燃苹果“下一个超级碗时刻”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 23:39 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1071642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush发表研报表示,最近对供应链的调查显示,苹果(AAPL.US)在中国的需求“明显稳定”。Wedbush分析师Dan Ives表示,iPhone今年很可能会出现一些“增量增长”,这表明iPhone 15“正在催化一个超出华尔街预期的升级周期”,并补充道,今年iPhone的出货量应在2.25亿至2.3亿部之间。Ives在一份报告中写道:“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云,但...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1071642.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4501":"段永平概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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","text":"特斯拉降价难道不是因为北京商报吗[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656973776","repostId":"1111267834","repostType":2,"repost":{"id":"1111267834","pubTimestamp":1683284465,"share":"https://www.laohu8.com/m/news/1111267834?lang=&edition=full","pubTime":"2023-05-05 19:01","market":"us","language":"zh","title":"一个特斯拉空头的认知:价格战没有奏效、自动驾驶依然遥远、马斯克的大饼画不圆","url":"https://stock-news.laohu8.com/highlight/detail?id=1111267834","media":"华尔街见闻","summary":"“特斯拉的投资故事与高预期和低概率挂钩”。特斯拉空头认为,特斯拉错误预期了降价带来的影响,甚至不可能在自动驾驶技术方面处于领先地位。5月5日周五,Albert Bridge 资本公司创始人和首席投资官","content":"<html><head></head><body><blockquote><strong>“特斯拉的投资故事与高预期和低概率挂钩”。</strong></blockquote><p style=\"text-align: justify;\">特斯拉空头认为,特斯拉错误预期了降价带来的影响,甚至不可能在自动驾驶技术方面处于领先地位。</p><p style=\"text-align: justify;\">5月5日周五,Albert Bridge 资本公司创始人和首席投资官 Andrew Dickson 在发表在媒体的专栏文章中表示,他正在做空特斯拉。他认为,特斯拉给自己定下的目标或许过于远大,价格战并未成功实现降本增利,而对自动驾驶时代的畅想也不切实际,“特斯拉的投资故事与高预期和低概率挂钩”。</p><p style=\"text-align: justify;\">对于特斯拉今年以来接连降价的行动,Dickson 表示:</p><blockquote>对于部分投资者来说,这些降价表明,梅赛德斯-奔驰、大众或福特等传统制造商的竞争产品正变得越来越具吸引力,或者特斯拉产品的发展速度没有他们希望的那么快,又或者消费者对该品牌目前未更新车型的兴趣正在减弱。</blockquote><p style=\"text-align: justify;\">马斯克曾告诉投资者,即使是价格的微小变化也会对需求产生非常大的影响。<strong>但 Dickson 认为这一点很天真,他认为特斯拉不一定能因此售出全部产量,或者仅凭降低价格就能实现某种宏伟计划。</strong></p><p style=\"text-align: justify;\">并且,特斯拉的管理层并没有在投资者日提到新推出的车型,以及上述降价的影响和任何交付指标。Dickson 认为这并不是一个好消息,如果特斯拉真的看到了市场对降价的积极反应,其管理层应该向市场提供一些生产或交付指标来支持之前的说法。</p><p style=\"text-align: justify;\">Dickson 指出:</p><blockquote>事实上,特斯拉并没有成功售出所生产的每一辆车。数据显示,尽管连续降价幅度达到了约10%至15%,但特斯拉的交付量仅连续增长6%。</blockquote><blockquote>特斯拉在本季度实际上生产过剩,库存不断增加。隐含价格弹性远小于1.0,<strong>这表明价格变化对需求的影响很小。</strong></blockquote><p style=\"text-align: justify;\">数据还显示,特斯拉的毛利率甚至收入都不太理想。特斯拉未能通过规模效应或降低投入成本来降低成本,因此第一季度汽车毛利率为18.3%,低于去年同期的29.7%。而就在一个月前,管理层还提出了“至少20%”的预期。</p><p style=\"text-align: justify;\">Dickson 认为,对特斯拉从《通胀削减法案》(IRA)中获得的税收抵免来分析,该公司每辆车的利润可能从去年的约15000美元下降到了略高于7500美元。换句话说,这次的降价幅度为12.5%,但利润几乎减半。</p><p style=\"text-align: justify;\">马斯克此前的言论暗示“全方位服务”的全自动驾驶汽车很快就会到来,但 Dickson 表示,虽然大多数人将在很长一段时间内驾驶自己的汽车,但要想真正实现全自动驾驶技术,可能需要联邦政府的授权。监管是减少意外情况的唯一方法,使L5级自动驾驶实际上能够以可接受的错误率运行。</p><p style=\"text-align: justify;\">Dickson 的观点是:</p><blockquote><strong>实现完全自动驾驶还需要几十年的时间,而且目前对“免费”自动驾驶软件的需求甚至低于特斯拉粉丝的预期,更不用说每月或每年花费数千美元的订阅需求了。特斯拉甚至不可能在自动驾驶技术方面处于领先地位。</strong></blockquote><p style=\"text-align: justify;\">Dickson 很确定的一点是,虽然特斯拉在过去几年里在电动汽车销售方面取得了不错的进展,但目前电动汽车的需求仍是有限的。目前销售的所有汽车和轻型卡车中,约有85%至90%仍是燃油汽车,<strong>虽然未来它的比例会下降,政府可能会颁布法令强迫或鼓励人们购买电动汽车,但燃油车并不会被彻底替代。</strong></p></body></html>","source":"wallstreetcn_api","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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n一个特斯拉空头的认知:价格战没有奏效、自动驾驶依然遥远、马斯克的大饼画不圆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 19:01 北京时间 <a href=https://wallstreetcn.com/articles/3688056><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“特斯拉的投资故事与高预期和低概率挂钩”。特斯拉空头认为,特斯拉错误预期了降价带来的影响,甚至不可能在自动驾驶技术方面处于领先地位。5月5日周五,Albert Bridge 资本公司创始人和首席投资官 Andrew Dickson 在发表在媒体的专栏文章中表示,他正在做空特斯拉。他认为,特斯拉给自己定下的目标或许过于远大,价格战并未成功实现降本增利,而对自动驾驶时代的畅想也不切实际,“特斯拉的投资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3688056\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb81a3884b93d8c4fb280d4c4c40c7ea","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3688056","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111267834","content_text":"“特斯拉的投资故事与高预期和低概率挂钩”。特斯拉空头认为,特斯拉错误预期了降价带来的影响,甚至不可能在自动驾驶技术方面处于领先地位。5月5日周五,Albert Bridge 资本公司创始人和首席投资官 Andrew Dickson 在发表在媒体的专栏文章中表示,他正在做空特斯拉。他认为,特斯拉给自己定下的目标或许过于远大,价格战并未成功实现降本增利,而对自动驾驶时代的畅想也不切实际,“特斯拉的投资故事与高预期和低概率挂钩”。对于特斯拉今年以来接连降价的行动,Dickson 表示:对于部分投资者来说,这些降价表明,梅赛德斯-奔驰、大众或福特等传统制造商的竞争产品正变得越来越具吸引力,或者特斯拉产品的发展速度没有他们希望的那么快,又或者消费者对该品牌目前未更新车型的兴趣正在减弱。马斯克曾告诉投资者,即使是价格的微小变化也会对需求产生非常大的影响。但 Dickson 认为这一点很天真,他认为特斯拉不一定能因此售出全部产量,或者仅凭降低价格就能实现某种宏伟计划。并且,特斯拉的管理层并没有在投资者日提到新推出的车型,以及上述降价的影响和任何交付指标。Dickson 认为这并不是一个好消息,如果特斯拉真的看到了市场对降价的积极反应,其管理层应该向市场提供一些生产或交付指标来支持之前的说法。Dickson 指出:事实上,特斯拉并没有成功售出所生产的每一辆车。数据显示,尽管连续降价幅度达到了约10%至15%,但特斯拉的交付量仅连续增长6%。特斯拉在本季度实际上生产过剩,库存不断增加。隐含价格弹性远小于1.0,这表明价格变化对需求的影响很小。数据还显示,特斯拉的毛利率甚至收入都不太理想。特斯拉未能通过规模效应或降低投入成本来降低成本,因此第一季度汽车毛利率为18.3%,低于去年同期的29.7%。而就在一个月前,管理层还提出了“至少20%”的预期。Dickson 认为,对特斯拉从《通胀削减法案》(IRA)中获得的税收抵免来分析,该公司每辆车的利润可能从去年的约15000美元下降到了略高于7500美元。换句话说,这次的降价幅度为12.5%,但利润几乎减半。马斯克此前的言论暗示“全方位服务”的全自动驾驶汽车很快就会到来,但 Dickson 表示,虽然大多数人将在很长一段时间内驾驶自己的汽车,但要想真正实现全自动驾驶技术,可能需要联邦政府的授权。监管是减少意外情况的唯一方法,使L5级自动驾驶实际上能够以可接受的错误率运行。Dickson 的观点是:实现完全自动驾驶还需要几十年的时间,而且目前对“免费”自动驾驶软件的需求甚至低于特斯拉粉丝的预期,更不用说每月或每年花费数千美元的订阅需求了。特斯拉甚至不可能在自动驾驶技术方面处于领先地位。Dickson 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href=\"https://laohu8.com/S/TWTR\">推特</a>美股盘前交易量上升,涨幅扩大至21%;监管文件显示,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克持有推特9.2%的被动股权。</p><p><img src=\"https://static.tigerbbs.com/1ec3d05c88f3a96100930d043ca0d447\" tg-width=\"1889\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/eebc2b7878fdad8f8760a92aeb154dd5\" tg-width=\"889\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9f77d3f9209ef2d10ff4f134857e939d","relate_stocks":{"TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4548":"巴美列捷福持仓","TWTR":"Twitter","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139602879","content_text":"4月4日,推特美股盘前交易量上升,涨幅扩大至21%;监管文件显示,特斯拉CEO马斯克持有推特9.2%的被动股权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965350607,"gmtCreate":1583912248909,"gmtModify":1704351522396,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"<a 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一家销售利润都在增长且未来销售增长逾期很高的公司,股票跌了几天倒车接人,居然还有人要跑。如果这都要跑,那我真没看懂买它的逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310970093293688","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569029148541005","authorId":"3569029148541005","authorIdStr":"3569029148541005","name":"a股遁逃者","avatar":"https://static.tigerbbs.com/52a95f7e7644e1ced9163e6db5ad3b06","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569029148541005"},"content":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜","text":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜","html":"不懂了吧,机构收割的就是你这类想法的,小米什么都好正好方便收割韭菜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304405480169720,"gmtCreate":1715352257132,"gmtModify":1715352258636,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"<a 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能不能让你的股东们感受一下全球第一大科技公司的创新[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887699083","repostId":"1131422564","repostType":4,"repost":{"id":"1131422564","pubTimestamp":1632022269,"share":"https://www.laohu8.com/m/news/1131422564?lang=&edition=full","pubTime":"2021-09-19 11:31","market":"us","language":"zh","title":"媒体称苹果2023年推首款折叠手机,支持手写笔","url":"https://stock-news.laohu8.com/highlight/detail?id=1131422564","media":"TechWeb","summary":"目前苹果正与LG Display开发可折叠面板。","content":"<p>作者:海蓝</p>\n<p>9月19日消息,据国外媒体报道,在<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>华为等厂商推出多款可折叠的智能手机之后,外界也在关注目前高端智能手机市场霸主的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,会在何时推出可折叠iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" 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href=\"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b95f4db484e190b0b606d702f9cb7b7e","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131422564","content_text":"作者:海蓝\n9月19日消息,据国外媒体报道,在三星华为等厂商推出多款可折叠的智能手机之后,外界也在关注目前高端智能手机市场霸主的苹果,会在何时推出可折叠iPhone。\n\n对于可折叠iPhone,此前也曾有过报道。去年11月份,曾有报道称,苹果已经将可折叠iPhone的样品,送至代工商富士康进行测试,主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初,又有报道称苹果送往富士康的可折叠iPhone样品,已经通过了第一项测试,也就是组装质量控制检查。\n而外媒最新的报道显示,苹果正在研发的可折叠iPhone,有望在2023年推出,也就是两年之后就将问世。\n外媒在报道中还提到,苹果将推出的可折叠iPhone,将类似于三星的Galaxy Z 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跌了这么久了,财报就算一般也算是提前消化了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/266582799249424","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697062460,"gmtCreate":1642167575179,"gmtModify":1642167575179,"author":{"id":"3538458176058351","authorId":"3538458176058351","authorIdStr":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538458176058351"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697062460","repostId":"1153733943","repostType":2,"repost":{"id":"1153733943","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642167261,"share":"https://www.laohu8.com/m/news/1153733943?lang=&edition=full","pubTime":"2022-01-14 21:34","market":"us","language":"zh","title":"美国12月零售销售环比下跌1.9%,远逊于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1153733943","media":"老虎资讯综合","summary":"受假期购物提前拖累,美国12月零售销售环比下跌1.9%,远逊于市场预期,创去年2月以来新低。美国12月零售销售环比-1.9%,预期 -0.1%,前值 0.3%。数据公布后,美元指数短线小幅走低,现报9","content":"<html><head></head><body><blockquote>受假期购物提前拖累,美国12月零售销售环比下跌1.9%,远逊于市场预期,创去年2月以来新低。</blockquote><p>美国12月零售销售环比-1.9%,预期 -0.1%,前值 0.3%。</p><p>数据公布后,美元指数短线小幅走低,现报94.84;现货黄金短线小幅拉升,现报1824.51美元/盎司。</p><p>美国12月零售销售速评: 美国12月零售销售环比下降1.9%(预期为下降0.1%),降幅创10个月来最大,表明通胀飙升对消费者造成越来越大的影响。</p><p></p><p></p></body></html>","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>美国12月零售销售环比下跌1.9%,远逊于市场预期</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n美国12月零售销售环比下跌1.9%,远逊于市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-14 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>受假期购物提前拖累,美国12月零售销售环比下跌1.9%,远逊于市场预期,创去年2月以来新低。</blockquote><p>美国12月零售销售环比-1.9%,预期 -0.1%,前值 0.3%。</p><p>数据公布后,美元指数短线小幅走低,现报94.84;现货黄金短线小幅拉升,现报1824.51美元/盎司。</p><p>美国12月零售销售速评: 美国12月零售销售环比下降1.9%(预期为下降0.1%),降幅创10个月来最大,表明通胀飙升对消费者造成越来越大的影响。</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153733943","content_text":"受假期购物提前拖累,美国12月零售销售环比下跌1.9%,远逊于市场预期,创去年2月以来新低。美国12月零售销售环比-1.9%,预期 -0.1%,前值 0.3%。数据公布后,美元指数短线小幅走低,现报94.84;现货黄金短线小幅拉升,现报1824.51美元/盎司。美国12月零售销售速评: 美国12月零售销售环比下降1.9%(预期为下降0.1%),降幅创10个月来最大,表明通胀飙升对消费者造成越来越大的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}