$蔚来(NIO)$我_老虎社区_美港股上老虎 - 老虎社区

不正常人类研究协会主席

$蔚来(NIO)$我可能比较悲观周一能稳住就不错了只有自动驾驶算独门核心技术激光雷达和内置超算特斯拉如果想也可以有而且2021台积电大部分产能都给AMD和苹果了英伟达产能估计有限看看现在显卡有多走俏就知道了

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精彩评论

riitxu
2021-01-10
riitxu
如果想也可以有是一句正确的废话打嘴炮用可以资本市场没用另外特斯拉明确表示不用激光雷达不是一次两次了再加上特斯拉的目标显然是降成本扩大规模上高成本的激光雷达完全是逆趋势的再参考特斯拉连提升续航15%的4680电池都嘚瑟的提前将近三年发布我个人不认为特斯拉2022年第一季度会有什么大升级先把Y的交付搞定了再说吧已经排到第二季度了
self
2021-01-09
self
显卡能看出来啥挖矿也是用公版n卡你看看amd的显卡多拉夸说真的你玩游戏高体验谁不用英伟达的显卡
- 不正常人类研究协会主席:
  我自己是是搞图形学相关开发的自动驾驶其中一项就是3d重建这一步的关键就是显卡所以为什么蔚来超算为什么要选支持CUDA的显卡而普通显卡不行了而今年受疫情影响台积电产能一直提不上去 2021多数产能都没分给英伟达所以我估计ET交付量也不会太多
duocairen
2021-01-09
duocairen
当然其他家电动车也会有，如果这些都是蔚来独有那市值就不会是特斯拉十分之一了
不正常人类研究协会主席
2021-01-09
不正常人类研究协会主席
搞不好下次特斯拉新品发布会这些也都有了反正预订到拿货要那么长时间特斯拉都不急这一时半会的
大卫的蔚来市值万亿
2021-01-09
大卫的蔚来市值万亿
只能说没有人会记住第二名有跟第一个有还是有本事区别的为什么特斯拉市值这么高就认证了这一点
铁甲钢拳
2021-01-10
铁甲钢拳
150电池包是关键，蔚来所有新老车型都可以升级，这比特斯拉强太多，特斯拉一槽烂

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