马斯克：40年左右，将工厂建到外星球

腾讯新闻2021-10-09

再往后推40年的话，现如今已然50岁的马斯克，或许可以在有生之年，看到特斯拉将工厂建到外星球。记者丨张之栋国庆假期匆匆而过，迫切期望祖国母亲再过一下农历生日的人们，也不得不重新回归到各自的原先位置。而就当人们如梦初醒一般，正式开始假期后第一个工作日时，特斯拉2021股东大会，在加州召开了。虽然比不上前段时间“AI科技日”、“电池日”的科技含量与规模，但在本次正处于Q3季度节点的股东大会上，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Youn7276
2021-10-11
Youn7276
阅
虎虎虎20
2021-10-10
虎虎虎20
说说你对这篇新闻的看法...
Youn7276
2021-10-10
Youn7276
阅
WinSum
2021-10-09
WinSum
将 To the moon 实践到底 [你懂的]
Fattkhong
2021-10-09
Fattkhong
又说梦话[龇牙]
- Fattkhong:
  [冷漠]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2174921748?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e","is_english":false,"pubTime":"2021-10-09 10:49","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2174921748","market":"us","top_or_hot":-1,"title":"马斯克：40年左右，将工厂建到外星球","media":"腾讯新闻","content":"<div>\n<p>再往后推40年的话，现如今已然50岁的马斯克，或许可以在有生之年，看到特斯拉将工厂建到外星球。\n记者丨张之栋\n国庆假期匆匆而过，迫切期望祖国母亲再过一下农历生日的人们，也不得不重新回归到各自的原先位置。\n而就当人们如梦初醒一般，正式开始假期后第一个工作日时，特斯拉2021股东大会，在加州召开了。\n虽然比不上前段时间“AI科技日”、“电池日”的科技含量与规模，但在本次正处于Q3季度节点的股东大会上，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110091105157c45108c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>马斯克：40年左右，将工厂建到外星球</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马斯克：40年左右，将工厂建到外星球\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 10:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110091105157c45108c&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>再往后推40年的话，现如今已然50岁的马斯克，或许可以在有生之年，看到特斯拉将工厂建到外星球。\n记者丨张之栋\n国庆假期匆匆而过，迫切期望祖国母亲再过一下农历生日的人们，也不得不重新回归到各自的原先位置。\n而就当人们如梦初醒一般，正式开始假期后第一个工作日时，特斯拉2021股东大会，在加州召开了。\n虽然比不上前段时间“AI科技日”、“电池日”的科技含量与规模，但在本次正处于Q3季度节点的股东大会上，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110091105157c45108c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110091105157c45108c&s=b","article_id":"2174921748","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110091105157c45108c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2174921748","pubTimestamp":1633747769,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"现如今已然50岁的马斯克，或许可以在有生之年，看到特斯拉将工厂建到外星球。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"Musk: In about 40 years, the factory was built to another planet","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4ae46e97e6eaef98e0d76c7a908823e2","symbols_score_info":{"TSLA":0.9},"content_text":"再往后推40年的话，现如今已然50岁的马斯克，或许可以在有生之年，看到特斯拉将工厂建到外星球。\n记者丨张之栋\n国庆假期匆匆而过，迫切期望祖国母亲再过一下农历生日的人们，也不得不重新回归到各自的原先位置。\n而就当人们如梦初醒一般，正式开始假期后第一个工作日时，特斯拉2021股东大会，在加州召开了。\n虽然比不上前段时间“AI科技日”、“电池日”的科技含量与规模，但在本次正处于Q3季度节点的股东大会上，略显富态的马斯克透露了不少的关键，比如：特斯拉总部搬离加利福尼亚州、开放 FSD、重申没有Model 2······\n而当忽然听闻马斯克要去外星建工厂时，笔者亦是忍不住感叹：虽迟但到的“特儿味”，已经被马斯克和他的追随者们，游刃有余地掌握了！\n“特儿味”十足的背后\n众所周知，“放卫星”是特斯拉，以及马斯克的传统曲目。而在本次的股东大会的QA环节，出现马斯克与提问者煞有其事的讨论外星建厂，并定下40年期限的状况，似乎也是意料之外，情理之中。\n但“脚踏实地”地分析，这种“特儿味”十足的背后，也是存在着一些东西的支撑，就比如今年特斯拉Q3季度又创新高的交付量。\n作为全球新能源汽车龙头的特斯拉，今年的Q3季度可谓是交出了一份优秀的答卷——生产约23.8万辆车，共交付24.13万辆。\n再加上特斯拉今年Q1季度18.48万辆的交付，以及Q2季度的20.1万辆，累计交付62.71万辆的成绩，如果保持这种增长态势，特斯拉今年年交付量保守估计会超过85万。\n而对于正处于交付量持续增长状态中的特斯拉来说，“年破百万”也就自然而然地成为其下一个里程碑式的目标。\n不难预见的是，“年破百万”的目标并不遥远。甚至马斯克也在本次的股东大会上宣称：我们有信心保持50%交付量的增长率，到2030年可实现年销2000万辆。\n总而言之，马斯克所表现出来的“特儿味”也好，“放卫星”也罢，林林总总一系列强有力的销售数据便是其敢于“畅想”的原因之一。\n而另一方面，特斯拉陆续放出来的其他“新车型”，则可以算得上是其能够继续“畅想”下去的又一支撑点。\n“遥远且近”的新车型\n尽管在芯片荒、动力电池稀缺，以及供应链不完善等各种问题的影响下，Cybertruck、Roadster 以及 Semi的量产进程遭遇了搁置。但好消息是，那款售价2.5万美元（约合16万人民币）的新车虽然不会被叫作Model 2，但确实存在，且会如期上市。\n具体而言，从特斯拉的角度来看，Cybertruck、Roadster 和 Semi可能都分别承担着各自的使命，比如颠覆 F150，入局电动商用卡车赛道，以及瞄准超级跑车赛道等。但相对应的，想要去变革某些事物的同时，就必须做好承担风险准备。\n关于Cybertruck、Roadster、Semi三种不同车型的存在，长时间的“难产”便是人们可以看到的所谓“风险”的冰山一角。而根据本次股东大会上的披露， Cybertruck 预计会在2022年开始生产，2023 年大量生产。Semi 和 Roadster 则是在 2023 年才会开始生产。\n至于特斯拉之所以拖到明年甚至后年才开始生产3款新车型的真正原因，恐怕只有特斯拉的内部管理人员才知道。但有一点可以肯定：很缺电池。\n毕竟在本次的股东大会上，马斯克多次表示动力电池的稀缺，甚至宣称到，只要供应商的产品合格，有多少收多少。\n可能也正是出于这个原因，特斯拉才会义无反顾的研究起自家的4680动力电池起来。据悉，目前特斯拉4680动力电池正处于试产阶段。\n而在股东大会上，马斯克也声称：4680 的技术很高，现在仍然处于试生产测试阶段，特斯拉必须保证电池足够的安全和性能，才会进一步应用的车上。因此，德州的奥斯汀工厂虽然很快会投入使用，但不会参与 4680 的生产。\n至于为什么会出现“有工厂但不参与生产”的情况，则可能是与特斯拉工厂的全球布局有关。\n特斯拉工厂的全球布局\n马斯克在股东大会上确定，特斯拉总部将由加利福尼亚州迁至德克萨斯州的奥斯汀。关于总部迁移的真实原因，究竟是因为税太高，还是因为马斯克所说的“员工买不起房子”，一时很难说得清楚。\n但有一点可以确定：伴随着特斯拉总部的迁移，其全球工厂的布局也变得明朗起来，至少“新厂”奥斯汀工厂会因为总部的到来，变得更具效率。\n据了解，目前特斯拉已有4座工厂，分别是：加州弗里蒙特工厂、中国上海工厂、德州奥斯汀工厂，以及德国柏林工厂。\n与加州弗里蒙特工厂全产品线不同的是，现阶段“新三厂”中的中国上海工厂只负责生产 Model 3和Model Y，柏林工厂只负责生产 Model Y，而奥斯汀工厂则只负责生产 Cybertruck 和 Model Y。\n当被问及特斯拉会不会新建工厂时，马斯克表示：目前除特斯拉四座工厂之外并没有新建计划，但在接下来的时间，会对现有的工厂进行优化和扩建，比如弗里蒙特工厂和内华达电池工厂的产能后续会扩张 50%等。\n借助发展的眼光看问题，哪怕现阶段特斯拉不会建设新的工厂，但在未来，也是会在美国、欧洲、中国等各新能源汽车产业活跃的地区陆续大范围铺开。\n而关于将工厂建到外星球的事儿，虽然有些天方夜谭，但40年后的世界谁有说得准呢？\n假设，借助Space X，人类陆续移居火星；当人们在火星生活，需要代步工具时，特斯拉在外星球建设的工厂也就派上了用场。\n退一步讲，地球上的锂资源和石油一样，短期内并不具备可再生能力，当彼时的锂资源耗尽，是否便需要向着太空寻求“开源”了？\n虽说人类一思考，上帝就发笑。但如果没有那些肆意地畅想，时代又该如何进步呢？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":828821251,"gmtCreate":1633902916301,"gmtModify":1633902925273,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828821251","repostId":2174921748,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":828387320,"gmtCreate":1633845524309,"gmtModify":1633845524309,"author":{"id":"4093606280922870","authorId":"4093606280922870","name":"虎虎虎20","avatar":"https://static.tigerbbs.com/0ad863047e9bd591bb0508b7df5e46ac","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"4093606280922870","authorIdStr":"4093606280922870"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828387320","repostId":2174921748,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":828007769,"gmtCreate":1633817023146,"gmtModify":1633817032130,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828007769","repostId":2174921748,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":821795132,"gmtCreate":1633785870018,"gmtModify":1633785870118,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3582540923206106","authorIdStr":"3582540923206106"},"htmlText":"将&nbsp;To the moon 实践到底&nbsp;[你懂的]&nbsp;","listText":"将&nbsp;To the moon 实践到底&nbsp;[你懂的]&nbsp;","text":"将 To the moon 实践到底 [你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821795132","repostId":2174921748,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":821708648,"gmtCreate":1633783807621,"gmtModify":1633783807621,"author":{"id":"3576924513004067","authorId":"3576924513004067","name":"Fattkhong","avatar":"https://static.tigerbbs.com/103cabc985ecc134ed2de3f8a949d852","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576924513004067","authorIdStr":"3576924513004067"},"htmlText":"又说梦话[龇牙]&nbsp;","listText":"又说梦话[龇牙]&nbsp;","text":"又说梦话[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821708648","repostId":2174921748,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6143768,"gmtCreate":1633783818173,"gmtModify":1634717751032,"authorId":3576924513004067,"author":{"id":3576924513004067,"idStr":"3576924513004067","authorId":3576924513004067,"name":"Fattkhong","avatar":"https://static.tigerbbs.com/103cabc985ecc134ed2de3f8a949d852","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821708648,"type":1,"supId":0,"prevId":0,"content":"[冷漠]","text":"[冷漠]","html":"[冷漠]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":73,"commentSize":10,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2174921748"}