王炸女神
2023-10-10
等到买车附送特斯拉手机和AI助理的时刻，iPhone，也该哭了
[开心]
[开心]
大摩预见：特斯拉的未来是汽车和智能手机的融合
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Ruosong
2023-10-10
Ruosong
苹果万一哪天掏出来个电动车，特斯拉一样也得哭，看是苹果生态粘性高还是特斯拉的车黏性高
Aureliano
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Aureliano
:
特斯拉的车机系统只能说是黑莓，远没到iPhone时刻，我对他们打造的手机缺乏信心；而苹果拿出电车，最现实的方案就是收购Lucid
Ruosong
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Aureliano
:
特斯拉掏出手机那天呗
Aureliano
:
问题是哪天啊？
王炸女神
2023-10-10
王炸女神
蔚来都敢觊觎，何况Tesla
什么也没有了～
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href=https://xnews.jin10.com/webapp/details.html?id=123886&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩分析师亚当·乔纳斯认为，汽车和智能手机的融合是绝对的，目前这两个细分市场界限日益模糊，投资者是时候好好想想了……摩根士丹利分析师亚当·乔纳斯认为，随着汽车越来越多地由软件定义，汽车和移动设备市场之间的界限日益模糊。他认为，这将对电动汽车巨头特斯拉产生影响。该分析师维持对特斯拉的“增持”评级，目标价为400美元。他指出，特斯拉投资者可以开始考虑这两个细分市场之间界限模糊的影响。“联网车辆的关键...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=123886&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81e78db4f4fed12a70390bf5986d146c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=123886&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374501766","content_text":"大摩分析师亚当·乔纳斯认为，汽车和智能手机的融合是绝对的，目前这两个细分市场界限日益模糊，投资者是时候好好想想了……摩根士丹利分析师亚当·乔纳斯认为，随着汽车越来越多地由软件定义，汽车和移动设备市场之间的界限日益模糊。他认为，这将对电动汽车巨头特斯拉产生影响。该分析师维持对特斯拉的“增持”评级，目标价为400美元。他指出，特斯拉投资者可以开始考虑这两个细分市场之间界限模糊的影响。“联网车辆的关键属性包括智能手机的主要硬件，例如电池、屏幕、摄像头、调制解调器、天线等。此外，还包括电机等附加功能、碰撞安全系统等。”中国汽车制造商蔚来汽车(NIO.N)最近推出了一款专为电动汽车设计的智能手机，而特斯拉用户也越来越多地使用手机作为钥匙，这两个细分市场的融合变得更加绝对。乔纳斯表示，他对特斯拉的预测取决于这家电动汽车巨头的扩张是否超出了仅销售一定数量汽车的范围。正如乔纳斯所说，特斯拉汽车经常被视为“带轮子的iPhone”。虽然这家智能手机制造商此前已经透露了生产汽车的意图，但特斯拉也透露了生产手机的意图。尽管有关特斯拉自己的智能手机项目的传言已经流传了一段时间，但具体进展仍然难以捉摸。去年，特斯拉CEO埃隆·马斯克在收购Twitter（现称为X）后曾短暂提到要打造一款“替代手机”。乔纳斯补充说，马斯克将X变成超级App的计划是否需要开发汽车之外的硬件，这个问题“很难”回答。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1170,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":64,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8075988,"gmtCreate":1696943044895,"gmtModify":1696943048720,"authorId":3538458176058351,"author":{"id":3538458176058351,"authorId":3538458176058351,"name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":228978595070280,"type":1,"supId":0,"prevId":0,"content":"苹果万一哪天掏出来个电动车，特斯拉一样也得哭，看是苹果生态粘性高还是特斯拉的车黏性高","text":"苹果万一哪天掏出来个电动车，特斯拉一样也得哭，看是苹果生态粘性高还是特斯拉的车黏性高","html":"苹果万一哪天掏出来个电动车，特斯拉一样也得哭，看是苹果生态粘性高还是特斯拉的车黏性高","likeSize":0,"commentSize":3,"subComments":[{"id":8076329,"gmtCreate":1697054818349,"gmtModify":1697054821977,"authorId":3493105510369083,"author":{"id":3493105510369083,"authorId":3493105510369083,"name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3493105510369083,"repliedAuthor":{"id":3493105510369083,"authorId":3493105510369083,"name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":228978595070280,"type":1,"supId":8075988,"prevId":8076228,"content":"特斯拉的车机系统只能说是黑莓，远没到iPhone时刻，我对他们打造的手机缺乏信心；而苹果拿出电车，最现实的方案就是收购Lucid","text":"特斯拉的车机系统只能说是黑莓，远没到iPhone时刻，我对他们打造的手机缺乏信心；而苹果拿出电车，最现实的方案就是收购Lucid","html":"特斯拉的车机系统只能说是黑莓，远没到iPhone时刻，我对他们打造的手机缺乏信心；而苹果拿出电车，最现实的方案就是收购Lucid"},{"id":8076255,"gmtCreate":1697034401430,"gmtModify":1697034405098,"authorId":3538458176058351,"author":{"id":3538458176058351,"authorId":3538458176058351,"name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3493105510369083,"repliedAuthor":{"id":3493105510369083,"authorId":3493105510369083,"name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":228978595070280,"type":1,"supId":8075988,"prevId":8076228,"content":"特斯拉掏出手机那天呗","text":"特斯拉掏出手机那天呗","html":"特斯拉掏出手机那天呗"},{"id":8076228,"gmtCreate":1697029910600,"gmtModify":1697029914327,"authorId":3493105510369083,"author":{"id":3493105510369083,"authorId":3493105510369083,"name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":228978595070280,"type":1,"supId":8075988,"prevId":0,"content":"问题是哪天啊？","text":"问题是哪天啊？","html":"问题是哪天啊？"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":8075986,"gmtCreate":1696942213243,"gmtModify":1696942217024,"authorId":3548665181418139,"author":{"id":3548665181418139,"authorId":3548665181418139,"name":"王炸女神","avatar":"https://static.tigerbbs.com/9a680106e60d4cdced54bd0f61f1cc44","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":228978595070280,"type":1,"supId":0,"prevId":0,"content":"蔚来都敢觊觎，何况Tesla","text":"蔚来都敢觊觎，何况Tesla","html":"蔚来都敢觊觎，何况Tesla","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/228978595070280"}
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