蔚来目前在上海张江已_老虎社区_美港股上老虎 - 老虎社区

蔚来目前在上海张江已经组建了一支车规级AI芯片团队，不过现在芯片行业人才稀缺，组建进度比较慢，而且没有重磅级大牛加入，所以挑战会比预期要大不少

@投资老友记：作为一位算法界人士，很想谈谈蔚来造芯片的事

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":664489178,"tweetId":"664489178","gmtCreate":1668175517395,"gmtModify":1668175519451,"author":{"id":3434428483067598,"idStr":"3434428483067598","authorId":3434428483067598,"authorIdStr":"3434428483067598","name":"mutouren","avatar":"https://static.tigerbbs.com/a447da91acb866c69e5c25f1c5ca1a62","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":109,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>蔚来目前在上海张江已经组建了一支车规级AI芯片团队，不过现在芯片行业人才稀缺，组建进度比较慢，而且没有重磅级大牛加入，所以挑战会比预期要大不少</p></body></html>","htmlText":"<html><head></head><body><p>蔚来目前在上海张江已经组建了一支车规级AI芯片团队，不过现在芯片行业人才稀缺，组建进度比较慢，而且没有重磅级大牛加入，所以挑战会比预期要大不少</p></body></html>","text":"蔚来目前在上海张江已经组建了一支车规级AI芯片团队，不过现在芯片行业人才稀缺，组建进度比较慢，而且没有重磅级大牛加入，所以挑战会比预期要大不少","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/664489178","repostId":664414765,"repostType":1,"repost":{"magic":2,"id":664414765,"tweetId":"664414765","gmtCreate":1668174248958,"gmtModify":1668174257978,"author":{"id":3579221820606734,"idStr":"3579221820606734","authorId":3579221820606734,"authorIdStr":"3579221820606734","name":"投资老友记","avatar":"https://static.tigerbbs.com/9ff9078cd2a9967fa6f0cfa968969b29","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/e35e4b708db1fb812d47722b42bf6c64","width":"577","height":"392"},{"img":"https://static.tigerbbs.com/8b85a0b22e9ab314e3e4910c7fb8c820","width":"587","height":"404"},{"img":"https://static.tigerbbs.com/0fef39d9b7b2b4a65f8f1d12c302213a","width":"624","height":"449"},{"img":"https://static.tigerbbs.com/4c09a57ed7f727b1735d16bbd133bba8","width":"598","height":"312"}],"coverImages":[{"img":"https://static.tigerbbs.com/e35e4b708db1fb812d47722b42bf6c64","width":"577","height":"392"},{"img":"https://static.tigerbbs.com/8b85a0b22e9ab314e3e4910c7fb8c820","width":"587","height":"404"},{"img":"https://static.tigerbbs.com/0fef39d9b7b2b4a65f8f1d12c302213a","width":"624","height":"449"}],"title":"作为一位算法界人士，很想谈谈蔚来造芯片的事","html":"<html><head></head><body><p>能源电力、算法芯片、科技人才、金融体系，这四个要素决定了国家的竞争力。细想一下，有一个行业很不得了，占了三个要素，那就是新能源汽车。</p> <p>不用多说，能源电力和科技人才，新能源汽车都有，至于算法芯片……当我看到蔚来公开提出开始研发芯片的时候，就更坚定了这个想法。</p> <p>对于蔚来能不能成功自研出可用芯片，我认为有这个可能，因为芯片研发需要一种互助的行业态度和对技术创新的追求，我觉得目前蔚来具有这个素质。</p> <p>一旦蔚来芯片自研成功，对我国整个新能源汽车行业的影响可想而知。顺便多说一句，蔚来公开说研发芯片的同时，还发了三季度的业绩。</p> <p>这个130亿元的营收还是很可观的。而且，蔚来把第四季度的营收最高目标定在192.3亿，也是很有自信的。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fef39d9b7b2b4a65f8f1d12c302213a\" tg-width=\"624\" tg-height=\"449\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e35e4b708db1fb812d47722b42bf6c64\" tg-width=\"577\" tg-height=\"392\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b85a0b22e9ab314e3e4910c7fb8c820\" tg-width=\"587\" tg-height=\"404\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c09a57ed7f727b1735d16bbd133bba8\" tg-width=\"598\" tg-height=\"312\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>能源电力、算法芯片、科技人才、金融体系，这四个要素决定了国家的竞争力。细想一下，有一个行业很不得了，占了三个要素，那就是新能源汽车。</p> <p>不用多说，能源电力和科技人才，新能源汽车都有，至于算法芯片……当我看到蔚来公开提出开始研发芯片的时候，就更坚定了这个想法。</p> <p>对于蔚来能不能成功自研出可用芯片，我认为有这个可能，因为芯片研发需要一种互助的行业态度和对技术创新的追求，我觉得目前蔚来具有这个素质。</p> <p>一旦蔚来芯片自研成功，对我国整个新能源汽车行业的影响可想而知。顺便多说一句，蔚来公开说研发芯片的同时，还发了三季度的业绩。</p> <p>这个130亿元的营收还是很可观的。而且，蔚来把第四季度的营收最高目标定在192.3亿，也是很有自信的。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fef39d9b7b2b4a65f8f1d12c302213a\" tg-width=\"624\" tg-height=\"449\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e35e4b708db1fb812d47722b42bf6c64\" tg-width=\"577\" tg-height=\"392\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b85a0b22e9ab314e3e4910c7fb8c820\" tg-width=\"587\" tg-height=\"404\"></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c09a57ed7f727b1735d16bbd133bba8\" tg-width=\"598\" tg-height=\"312\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>&nbsp;</p></body></html>","text":"能源电力、算法芯片、科技人才、金融体系，这四个要素决定了国家的竞争力。细想一下，有一个行业很不得了，占了三个要素，那就是新能源汽车。 不用多说，能源电力和科技人才，新能源汽车都有，至于算法芯片……当我看到蔚来公开提出开始研发芯片的时候，就更坚定了这个想法。 对于蔚来能不能成功自研出可用芯片，我认为有这个可能，因为芯片研发需要一种互助的行业态度和对技术创新的追求，我觉得目前蔚来具有这个素质。 一旦蔚来芯片自研成功，对我国整个新能源汽车行业的影响可想而知。顺便多说一句，蔚来公开说研发芯片的同时，还发了三季度的业绩。 这个130亿元的营收还是很可观的。而且，蔚来把第四季度的营收最高目标定在192.3亿，也是很有自信的。 $蔚来(NIO)$ $蔚来-SW(09866)$","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/664414765","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["09866","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":602,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":5831,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09866","NIO","159813"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":136,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/664489178"}