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浪迹天涯00

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2020-09-23

$特斯拉(TSLA)$还真的是振奋人心的PPT

2020-09-23

就知道之前的吹牛皮在实在吹不下去了就透露消息赶紧圆回来今天开盘跌20％噢力给

特斯拉盘后大跌7%，一文回顾电池发布会

2020-09-22

$特斯拉(TSLA)$空军来临

2020-09-22

$特斯拉(TSLA)$狂轰滥炸来了

2020-09-16

$柯达(KODK)$发套套?

2020-09-04

$蔚来(NIO)$10块

2020-09-04

$蔚来(NIO)$十块接着

2020-09-03

$Docusign(DOCU)$明显的杀期权

2020-09-02

$跟谁学(GSX)$哎没得救了

2020-08-27

$Beyond Meat, Inc.(BYND)$先抬再埋 6666

2020-08-27

$蔚来(NIO)$看看特斯拉再看看全都是国内韭菜的你们蔚来都被你们玩坏了

2020-08-26

$蔚来(NIO)$今天不冲20 肯定不甘心所以拭目以待

2020-08-26

$Salesforce(CRM)$疯了彻底疯了

2020-08-26

$蔚来(NIO)$空单的亲们可还好?

2020-08-21

连拿着纳税人补贴钱的中没芯都要跟美爹站一起断货忆当年某想电脑公司的5G标准投票时呵呵……伟大华夏人民伟大的华为公司呜呼哀哉

抱歉，原内容已删除

2020-08-14

$India Globalization Capital(IGC)$怎么挂市价那么久就没一张空票的[流泪]

2020-08-14

$爱奇艺(IQ)$15块不能太低了

2020-08-14

中芯国际

中芯国际也要停供华为？总裁回复：选择履行国际章程

2020-08-13

$理想汽车(LI)$2块等着接回来

2020-08-11

$蔚来(NIO)$我去盘前涨那么多就知道没好事情

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还真的是振奋人心的PPT","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还真的是振奋人心的PPT","text":"$特斯拉(TSLA)$还真的是振奋人心的PPT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975703505","isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975471277,"gmtCreate":1600818218899,"gmtModify":1703822561891,"author":{"id":"3435052130403394","authorId":"3435052130403394","name":"浪迹天涯00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3435052130403394","idStr":"3435052130403394"},"themes":[],"htmlText":"就知道之前的吹牛皮&nbsp; &nbsp;在实在吹不下去了就透露消息赶紧圆回来&nbsp; 今天开盘跌20％&nbsp; 噢力给","listText":"就知道之前的吹牛皮&nbsp; &nbsp;在实在吹不下去了就透露消息赶紧圆回来&nbsp; 今天开盘跌20％&nbsp; 噢力给","text":"就知道之前的吹牛皮 在实在吹不下去了就透露消息赶紧圆回来 今天开盘跌20％ 噢力给","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975471277","repostId":"1188264497","repostType":4,"repost":{"id":"1188264497","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":1600815865,"share":"https://www.laohu8.com/m/news/1188264497?lang=&edition=full","pubTime":"2020-09-23 07:04","market":"us","language":"zh","title":"特斯拉盘后大跌7%，一文回顾电池发布会","url":"https://stock-news.laohu8.com/highlight/detail?id=1188264497","media":"老虎资讯综合","summary":"北京时间9月23日4:30，万众瞩目的特斯拉年度股东大会及电池日活动在加州弗利蒙特工厂如约举行，这是特斯拉首次专门针对电池技术举办发布会。特斯拉发布全新的无极耳4680电池。视频回放入口》》特斯拉盘后","content":"<p>北京时间9月23日4:30，万众瞩目的特斯拉年度股东大会及电池日活动在加州弗利蒙特工厂如约举行，这是特斯拉首次专门针对电池技术举办发布会。特斯拉发布全新的无极耳4680电池。<a href=\"https://www.laohu8.com/live/16007433424155?invite=YZR3T\" target=\"_blank\">视频回放入口》》</a></p><p>特斯拉盘后股价一度下跌超7%。外媒分析称，市场对于特斯拉电池日期待可能过高，可能对于马斯克没有提及此前市场普遍期待的百万英里电池感到失望。<img src=\"https://static.tigerbbs.com/23a45a04f042806302efc05723d2d3ab\" tg-width=\"1242\" tg-height=\"2581\"><img src=\"https://static.tigerbbs.com/7d42621eb8db5b0e4eadfd4c78f779bd\" tg-width=\"1442\" tg-height=\"860\"></p><p><b>【马斯克：有信心大约三年后能制造出价格为2.5万美元的全自动驾驶汽车】</b></p><p>特斯拉CEO埃隆·马斯克表示，大约三年后，有信心能制造出一款非常吸引人的，价格为25000美元的全自动驾驶汽车。同时希望每年生产大约2000万辆汽车，但这需要可能1-3年的时间才能实现。</p><p><b>【马斯克：2020年特斯拉交付量仍能增长30%到40%】</b></p><p>马斯克表示特斯拉交付量在2019年增长了50%，在2020年，尽管受到了疫情的影响，但特斯拉交付量仍将增长30-40%。</p><p><b>【特斯拉将把电池直接内置于汽车结构中 每千瓦时成本将降低7%】</b></p><p>马斯克表示，将把电池直接内置在汽车结构中，这项创新的灵感来自飞机机翼上的油箱。结构电池将减轻车辆的整体重量。这将减少所需零件的总数（减少370个零部件）并加快生产速度。而且最重要的是，<b>这还将使每千瓦时的成本降低7％。</b></p><p><b>【马斯克：特斯拉下一季度开始全生命周期回收计划】</b></p><p>马斯克表示，该公司计划接管回收自己的电池。特斯拉将在内华达州的一家工厂开始这一过程。当前，特斯拉和其他公司依靠第三方提供商提供此回收服务。长期计划将使特斯拉从旧电池中制造出新电池，从而改善环境影响。</p><p><b>【马斯克：将在北美建立锂转换工厂】</b></p><p>特斯拉宣布在北美建立正极生产工厂，并将在那里建立锂转换工厂。马斯克强调，锂是一种广泛可用的资源，是地球上最常见的资源之一。仅内华达州就足以为美国所有车辆提供电力。公司已经获得美国内华达州一个土壤含锂矿的开采权。</p><p><b>【完全无钴！特斯拉将在能量密集型车型中使用100%镍的电池】</b></p><p><b>马斯克宣布，他们将从“钴”车型转向“镍”车型。这解决了早些时候提出的问题。这也能提高效率。在能源密集型车型(Cybertruck/Semi)中，特斯拉将使用100%镍支撑，而其他车型将使用镍与其他化学物质的结合。这确保了大批量生产是可能的。马斯克再次重申，他希望更多的人开采镍。</b></p><p><img src=\"https://static.tigerbbs.com/512dff381bf8116c9e404d18613a73c4\" tg-width=\"1591\" tg-height=\"909\"></p><p><b>【马斯克：将使用全新的生硅材料来制造电池】</b></p><p>马斯克表示，我们将使用新的生硅材料来大规模制作电池。生硅阳极工艺只需1美元/千瓦时的制造成本，并提高20%的续航里程。</p><p><img src=\"https://static.tigerbbs.com/751ec829b351c579add33ae8df3dad84\" tg-width=\"1458\" tg-height=\"777\"></p><p><b>【马斯克：特斯拉将把电池直径提高一倍】</b></p><p>马斯克表示，特斯拉电池尺寸已经从1865增加到如今2170（前两个数字为直径，后两个数字为长度 ），现在将增加到“4680”。新的“4680电池”将需要大约一年的时间来达到1千兆瓦的产能，但特斯拉正在考虑提高到每年2千兆瓦。仅仅是外形因素的改变，就能将每千瓦时的成本降低14%，但特斯拉还没有做到这一点。无极耳的设计将使得电子的行进路径更短，解决了增加电池直径的最大问题之一。这使电池模组更容易更快并且连续地生产。</p><p><b>新的“4680”电池能量密度提高5倍，续航里程提高16%，动力提高6倍，同时由于解决了连续生产问题，特斯拉电池生产线的速度提高了7倍。</b></p><p><img src=\"https://static.tigerbbs.com/f2277d7b42009a19a788545f532cea72\" tg-width=\"1024\" tg-height=\"585\"></p><p><b>【马斯克：特斯拉计划将电池生产成本减半】</b></p><p>马斯克表示，他们将制造一辆价格合理的汽车，但电池的成本必须降低。早期的进展是好的，但下降的曲线正在变得平缓，所以他们需要重新考虑这个问题。特斯拉计划将生产成本减半。</p><p><img src=\"https://static.tigerbbs.com/dc3415c195b0c97f879852c385d9b5ba\" tg-width=\"1701\" tg-height=\"811\"></p><p><b>【马斯克：将在未来大约一个月发布全自动驾驶系统Autopilot的测试版】</b></p><p>马斯克表示，自动驾驶的行业平均水平是每百万英里就会发生2.1起事故，如果启用特斯拉Autopilot，那么事故概率只有0.3起/百万英里。马斯克表示，他相信特斯拉自动驾驶车辆能比人类安全10倍。</p><p><img src=\"https://static.tigerbbs.com/5de4a7ce650f3bce87c0fe19fd2bda62\" tg-width=\"1171\" tg-height=\"699\"></p><p><b>【马斯克：希望在全球每个大洲都能有特斯拉工厂】</b></p><p>马斯克表示，我们的愿景是在每个大洲都有我们的工厂。这能令公司流动性和交付周期活动保障。我们目前在中国已经有了工厂，在美国已经有了两个工厂，在欧洲 也有工厂，未来希望在澳洲也能建立起工厂。</p><p><b>【马斯克：期待上海工厂实现100万辆汽车/年的产量目标】</b></p><p>马斯克表示，特斯拉过去一年的回报比较理想，我相信未来也会一片大好。在过去一年中，在工厂扩张方面，我们上海的团队在15个月内建起了工厂。我们特斯拉是中国唯一一个100%外资的汽车公司。我们期待上海工厂能实现100万辆汽车/年的产量目标。</p>","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>特斯拉盘后大跌7%，一文回顾电池发布会</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特斯拉盘后大跌7%，一文回顾电池发布会\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\">2020-09-23 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间9月23日4:30，万众瞩目的特斯拉年度股东大会及电池日活动在加州弗利蒙特工厂如约举行，这是特斯拉首次专门针对电池技术举办发布会。特斯拉发布全新的无极耳4680电池。<a href=\"https://www.laohu8.com/live/16007433424155?invite=YZR3T\" target=\"_blank\">视频回放入口》》</a></p><p>特斯拉盘后股价一度下跌超7%。外媒分析称，市场对于特斯拉电池日期待可能过高，可能对于马斯克没有提及此前市场普遍期待的百万英里电池感到失望。<img src=\"https://static.tigerbbs.com/23a45a04f042806302efc05723d2d3ab\" tg-width=\"1242\" tg-height=\"2581\"><img src=\"https://static.tigerbbs.com/7d42621eb8db5b0e4eadfd4c78f779bd\" tg-width=\"1442\" tg-height=\"860\"></p><p><b>【马斯克：有信心大约三年后能制造出价格为2.5万美元的全自动驾驶汽车】</b></p><p>特斯拉CEO埃隆·马斯克表示，大约三年后，有信心能制造出一款非常吸引人的，价格为25000美元的全自动驾驶汽车。同时希望每年生产大约2000万辆汽车，但这需要可能1-3年的时间才能实现。</p><p><b>【马斯克：2020年特斯拉交付量仍能增长30%到40%】</b></p><p>马斯克表示特斯拉交付量在2019年增长了50%，在2020年，尽管受到了疫情的影响，但特斯拉交付量仍将增长30-40%。</p><p><b>【特斯拉将把电池直接内置于汽车结构中 每千瓦时成本将降低7%】</b></p><p>马斯克表示，将把电池直接内置在汽车结构中，这项创新的灵感来自飞机机翼上的油箱。结构电池将减轻车辆的整体重量。这将减少所需零件的总数（减少370个零部件）并加快生产速度。而且最重要的是，<b>这还将使每千瓦时的成本降低7％。</b></p><p><b>【马斯克：特斯拉下一季度开始全生命周期回收计划】</b></p><p>马斯克表示，该公司计划接管回收自己的电池。特斯拉将在内华达州的一家工厂开始这一过程。当前，特斯拉和其他公司依靠第三方提供商提供此回收服务。长期计划将使特斯拉从旧电池中制造出新电池，从而改善环境影响。</p><p><b>【马斯克：将在北美建立锂转换工厂】</b></p><p>特斯拉宣布在北美建立正极生产工厂，并将在那里建立锂转换工厂。马斯克强调，锂是一种广泛可用的资源，是地球上最常见的资源之一。仅内华达州就足以为美国所有车辆提供电力。公司已经获得美国内华达州一个土壤含锂矿的开采权。</p><p><b>【完全无钴！特斯拉将在能量密集型车型中使用100%镍的电池】</b></p><p><b>马斯克宣布，他们将从“钴”车型转向“镍”车型。这解决了早些时候提出的问题。这也能提高效率。在能源密集型车型(Cybertruck/Semi)中，特斯拉将使用100%镍支撑，而其他车型将使用镍与其他化学物质的结合。这确保了大批量生产是可能的。马斯克再次重申，他希望更多的人开采镍。</b></p><p><img src=\"https://static.tigerbbs.com/512dff381bf8116c9e404d18613a73c4\" tg-width=\"1591\" tg-height=\"909\"></p><p><b>【马斯克：将使用全新的生硅材料来制造电池】</b></p><p>马斯克表示，我们将使用新的生硅材料来大规模制作电池。生硅阳极工艺只需1美元/千瓦时的制造成本，并提高20%的续航里程。</p><p><img src=\"https://static.tigerbbs.com/751ec829b351c579add33ae8df3dad84\" tg-width=\"1458\" tg-height=\"777\"></p><p><b>【马斯克：特斯拉将把电池直径提高一倍】</b></p><p>马斯克表示，特斯拉电池尺寸已经从1865增加到如今2170（前两个数字为直径，后两个数字为长度 ），现在将增加到“4680”。新的“4680电池”将需要大约一年的时间来达到1千兆瓦的产能，但特斯拉正在考虑提高到每年2千兆瓦。仅仅是外形因素的改变，就能将每千瓦时的成本降低14%，但特斯拉还没有做到这一点。无极耳的设计将使得电子的行进路径更短，解决了增加电池直径的最大问题之一。这使电池模组更容易更快并且连续地生产。</p><p><b>新的“4680”电池能量密度提高5倍，续航里程提高16%，动力提高6倍，同时由于解决了连续生产问题，特斯拉电池生产线的速度提高了7倍。</b></p><p><img src=\"https://static.tigerbbs.com/f2277d7b42009a19a788545f532cea72\" tg-width=\"1024\" tg-height=\"585\"></p><p><b>【马斯克：特斯拉计划将电池生产成本减半】</b></p><p>马斯克表示，他们将制造一辆价格合理的汽车，但电池的成本必须降低。早期的进展是好的，但下降的曲线正在变得平缓，所以他们需要重新考虑这个问题。特斯拉计划将生产成本减半。</p><p><img src=\"https://static.tigerbbs.com/dc3415c195b0c97f879852c385d9b5ba\" tg-width=\"1701\" tg-height=\"811\"></p><p><b>【马斯克：将在未来大约一个月发布全自动驾驶系统Autopilot的测试版】</b></p><p>马斯克表示，自动驾驶的行业平均水平是每百万英里就会发生2.1起事故，如果启用特斯拉Autopilot，那么事故概率只有0.3起/百万英里。马斯克表示，他相信特斯拉自动驾驶车辆能比人类安全10倍。</p><p><img src=\"https://static.tigerbbs.com/5de4a7ce650f3bce87c0fe19fd2bda62\" tg-width=\"1171\" tg-height=\"699\"></p><p><b>【马斯克：希望在全球每个大洲都能有特斯拉工厂】</b></p><p>马斯克表示，我们的愿景是在每个大洲都有我们的工厂。这能令公司流动性和交付周期活动保障。我们目前在中国已经有了工厂，在美国已经有了两个工厂，在欧洲 也有工厂，未来希望在澳洲也能建立起工厂。</p><p><b>【马斯克：期待上海工厂实现100万辆汽车/年的产量目标】</b></p><p>马斯克表示，特斯拉过去一年的回报比较理想，我相信未来也会一片大好。在过去一年中，在工厂扩张方面，我们上海的团队在15个月内建起了工厂。我们特斯拉是中国唯一一个100%外资的汽车公司。我们期待上海工厂能实现100万辆汽车/年的产量目标。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94d354c22d10d0a9e6bdbbd76554c757","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188264497","content_text":"北京时间9月23日4:30，万众瞩目的特斯拉年度股东大会及电池日活动在加州弗利蒙特工厂如约举行，这是特斯拉首次专门针对电池技术举办发布会。特斯拉发布全新的无极耳4680电池。视频回放入口》》特斯拉盘后股价一度下跌超7%。外媒分析称，市场对于特斯拉电池日期待可能过高，可能对于马斯克没有提及此前市场普遍期待的百万英里电池感到失望。【马斯克：有信心大约三年后能制造出价格为2.5万美元的全自动驾驶汽车】特斯拉CEO埃隆·马斯克表示，大约三年后，有信心能制造出一款非常吸引人的，价格为25000美元的全自动驾驶汽车。同时希望每年生产大约2000万辆汽车，但这需要可能1-3年的时间才能实现。【马斯克：2020年特斯拉交付量仍能增长30%到40%】马斯克表示特斯拉交付量在2019年增长了50%，在2020年，尽管受到了疫情的影响，但特斯拉交付量仍将增长30-40%。【特斯拉将把电池直接内置于汽车结构中 每千瓦时成本将降低7%】马斯克表示，将把电池直接内置在汽车结构中，这项创新的灵感来自飞机机翼上的油箱。结构电池将减轻车辆的整体重量。这将减少所需零件的总数（减少370个零部件）并加快生产速度。而且最重要的是，这还将使每千瓦时的成本降低7％。【马斯克：特斯拉下一季度开始全生命周期回收计划】马斯克表示，该公司计划接管回收自己的电池。特斯拉将在内华达州的一家工厂开始这一过程。当前，特斯拉和其他公司依靠第三方提供商提供此回收服务。长期计划将使特斯拉从旧电池中制造出新电池，从而改善环境影响。【马斯克：将在北美建立锂转换工厂】特斯拉宣布在北美建立正极生产工厂，并将在那里建立锂转换工厂。马斯克强调，锂是一种广泛可用的资源，是地球上最常见的资源之一。仅内华达州就足以为美国所有车辆提供电力。公司已经获得美国内华达州一个土壤含锂矿的开采权。【完全无钴！特斯拉将在能量密集型车型中使用100%镍的电池】马斯克宣布，他们将从“钴”车型转向“镍”车型。这解决了早些时候提出的问题。这也能提高效率。在能源密集型车型(Cybertruck/Semi)中，特斯拉将使用100%镍支撑，而其他车型将使用镍与其他化学物质的结合。这确保了大批量生产是可能的。马斯克再次重申，他希望更多的人开采镍。【马斯克：将使用全新的生硅材料来制造电池】马斯克表示，我们将使用新的生硅材料来大规模制作电池。生硅阳极工艺只需1美元/千瓦时的制造成本，并提高20%的续航里程。【马斯克：特斯拉将把电池直径提高一倍】马斯克表示，特斯拉电池尺寸已经从1865增加到如今2170（前两个数字为直径，后两个数字为长度 ），现在将增加到“4680”。新的“4680电池”将需要大约一年的时间来达到1千兆瓦的产能，但特斯拉正在考虑提高到每年2千兆瓦。仅仅是外形因素的改变，就能将每千瓦时的成本降低14%，但特斯拉还没有做到这一点。无极耳的设计将使得电子的行进路径更短，解决了增加电池直径的最大问题之一。这使电池模组更容易更快并且连续地生产。新的“4680”电池能量密度提高5倍，续航里程提高16%，动力提高6倍，同时由于解决了连续生产问题，特斯拉电池生产线的速度提高了7倍。【马斯克：特斯拉计划将电池生产成本减半】马斯克表示，他们将制造一辆价格合理的汽车，但电池的成本必须降低。早期的进展是好的，但下降的曲线正在变得平缓，所以他们需要重新考虑这个问题。特斯拉计划将生产成本减半。【马斯克：将在未来大约一个月发布全自动驾驶系统Autopilot的测试版】马斯克表示，自动驾驶的行业平均水平是每百万英里就会发生2.1起事故，如果启用特斯拉Autopilot，那么事故概率只有0.3起/百万英里。马斯克表示，他相信特斯拉自动驾驶车辆能比人类安全10倍。【马斯克：希望在全球每个大洲都能有特斯拉工厂】马斯克表示，我们的愿景是在每个大洲都有我们的工厂。这能令公司流动性和交付周期活动保障。我们目前在中国已经有了工厂，在美国已经有了两个工厂，在欧洲 也有工厂，未来希望在澳洲也能建立起工厂。【马斯克：期待上海工厂实现100万辆汽车/年的产量目标】马斯克表示，特斯拉过去一年的回报比较理想，我相信未来也会一片大好。在过去一年中，在工厂扩张方面，我们上海的团队在15个月内建起了工厂。我们特斯拉是中国唯一一个100%外资的汽车公司。我们期待上海工厂能实现100万辆汽车/年的产量目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975498585,"gmtCreate":1600782408147,"gmtModify":1703822456332,"author":{"id":"3435052130403394","authorId":"3435052130403394","name":"浪迹天涯00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3435052130403394","idStr":"3435052130403394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空军来临&nbsp; &nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空军来临&nbsp; 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src=\"https://fid-75186.picgzc.qpic.cn/20200814034411799v2353s5cbtc6o10\"/><p>可对于每年出货量巨大的华为来说，数亿订单芯片也只是能解燃眉之急，并不是长久之计。对此有很多人将希望寄托于<a href=\"https://laohu8.com/S/688981\">中芯国际</a>，认为它与台积电不同，它属于内陆企业，能够继续与华为进行代工合作。不过近日<a href=\"https://laohu8.com/S/00981\">中芯国际</a>方面总裁透露：9月14日后，中芯国际将停止为华为代工芯片，选择履行国际章程。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200814034412395v235a1szleoajsu\"/><p>很明显，一旦中芯国际也停供华为，那么对应的华为芯片危机将再次加重，虽然中芯国际并没有代工高端芯片能力，但能为华为代工14nm、28nm芯片依旧具有重要意义。但不幸的是，中芯国际也将断供华为，其实在我个人看来，如果中芯国际也将受限于“芯片制裁方案”，那么它与台积电几乎没有区别，从侧面也意味着即使中芯国际研发出高端芯片生产技术，但完全自主生产芯片依旧无法实现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200814034413219v235u0emlm5i3ub\"/><p>由此不难想象，国内在芯片领域依旧有很长一段路要走，此外，华为方面对此可能也有预期。据悉，华为已经开始招募光刻机研发人才，借此来建造属于自己的光刻机，为未来芯片完全自主做准备。事实上，华为无时无刻不在诠释自研重要性，而且华为此次事件也在提醒相关企业，依赖国外企业存在很大隐患，被“卡住咽喉”并不是不会发生。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200814034419930v2353rj116d86or\"/><p>最后，华为被打压从侧面也透露出所掌握的5G技术过于强大，给老美带来了威胁，否则也不会这样屡次针对华为。不过相信随着华为方面的努力，所面临难题都将被解决，而国内科技水平也将越来越高，就像5G技术一样，一举拿下世界第一。但在你看来，华为此次能够转危为安吗？如果中芯国际断供华为，你会想对它说些什么？</p></article></body></html>","source":"tencent","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>中芯国际也要停供华为？总裁回复：选择履行国际章程</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中芯国际也要停供华为？总裁回复：选择履行国际章程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-13 23:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008140344217a9e3b54&s=b><strong>小土豆聊科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>想必大家对于华为禁令事件已经不再陌生，毫不夸张地说，自从去年开始，持续一年多时间科技华为话题热度一直很高，受到了众多国人高度关注。毕竟它是国内企业，而且研发出了领先行业水平的5G技术，让国内在通信技术领域走在世界前列。不过也正是因此，触碰到了老美利益，以至于被扣上有“安全隐患”帽子，自此华为遭遇了来自一个强国的全方位制裁。不过从现在局势来看，华为在5G领域、手机领域并未受到致命伤害，虽然由于特朗普...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008140344217a9e3b54&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7265a90bb3065920567e79d1fb73485","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008140344217a9e3b54&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2059614658","content_text":"想必大家对于华为禁令事件已经不再陌生，毫不夸张地说，自从去年开始，持续一年多时间科技华为话题热度一直很高，受到了众多国人高度关注。毕竟它是国内企业，而且研发出了领先行业水平的5G技术，让国内在通信技术领域走在世界前列。不过也正是因此，触碰到了老美利益，以至于被扣上有“安全隐患”帽子，自此华为遭遇了来自一个强国的全方位制裁。不过从现在局势来看，华为在5G领域、手机领域并未受到致命伤害，虽然由于特朗普的游说导致失去了一部分5G订单，但由于掌握的5G技术过于出色，依旧陆续再有国家宣布与华为合作。而在手机业务上，在国外市场份额下滑前提下再次实现业绩突破，由此，华为并没有被击垮。但面对接下来的芯片制裁华为却有些手足无措。在今年年初，外媒透露特朗普签署了新的芯片制裁方案，该方案规定，未来只要生产技术有美企成分，那么与华为进行芯片代工合作必须获得许可。相比于不让美企与华为合作，这次带来的影响明显要更大一些。因为芯片是华为手机业务发展的必要组成部分，没有芯片就意味着无法生产手机等产品，为了应对危机，华为临时向台积电追加了数亿订单。可对于每年出货量巨大的华为来说，数亿订单芯片也只是能解燃眉之急，并不是长久之计。对此有很多人将希望寄托于中芯国际，认为它与台积电不同，它属于内陆企业，能够继续与华为进行代工合作。不过近日中芯国际方面总裁透露：9月14日后，中芯国际将停止为华为代工芯片，选择履行国际章程。很明显，一旦中芯国际也停供华为，那么对应的华为芯片危机将再次加重，虽然中芯国际并没有代工高端芯片能力，但能为华为代工14nm、28nm芯片依旧具有重要意义。但不幸的是，中芯国际也将断供华为，其实在我个人看来，如果中芯国际也将受限于“芯片制裁方案”，那么它与台积电几乎没有区别，从侧面也意味着即使中芯国际研发出高端芯片生产技术，但完全自主生产芯片依旧无法实现。由此不难想象，国内在芯片领域依旧有很长一段路要走，此外，华为方面对此可能也有预期。据悉，华为已经开始招募光刻机研发人才，借此来建造属于自己的光刻机，为未来芯片完全自主做准备。事实上，华为无时无刻不在诠释自研重要性，而且华为此次事件也在提醒相关企业，依赖国外企业存在很大隐患，被“卡住咽喉”并不是不会发生。最后，华为被打压从侧面也透露出所掌握的5G技术过于强大，给老美带来了威胁，否则也不会这样屡次针对华为。不过相信随着华为方面的努力，所面临难题都将被解决，而国内科技水平也将越来越高，就像5G技术一样，一举拿下世界第一。但在你看来，华为此次能够转危为安吗？如果中芯国际断供华为，你会想对它说些什么？","news_type":1},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947231589,"gmtCreate":1597327598241,"gmtModify":1704215396094,"author":{"id":"3435052130403394","authorId":"3435052130403394","name":"浪迹天涯00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3435052130403394","idStr":"3435052130403394"},"themes":[],"htmlText":"<a 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呜呼哀哉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/979940925","repostId":"1115179020","repostType":4,"repost":{"id":"1115179020","pubTimestamp":1597977290,"share":"https://www.laohu8.com/m/news/1115179020?lang=&edition=full","pubTime":"2020-08-21 10:34","market":"us","language":"zh","title":"华为会被干趴下吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115179020","media":"何加盐","summary":"华为与美国的梁子，早已是命中注定，逃无可逃。","content":"<p>这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。</p><p>其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。</p><p>当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。</p><p>虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目投标，不让美国公共部门和企业购买华为设备等等，最后搞得华为被迫宣布放弃美国市场。</p><p>很多善良的中国人可能不知道，美国对华为的打压，不是特朗普上台才开始，而是已经搞了好多年了。</p><p>事实上，华为自从2002年开始进入美国市场，当年就被<a href=\"https://laohu8.com/S/CSCO\">思科</a>告了，此后若干年一直就被美国政府各种打压，又说是侵犯知识产权、又说是危害国家安全、又说是违反制裁伊朗一揽子法案等等，虽然没有一次真正查出什么问题，但就是不让华为在美国好好做生意。</p><p>不过，7年前我去华为的时候，发现华为似乎并没怎么受美国封杀的影响。在华为内部感受到的，是一片欣欣向荣。</p><p>那时候，虽然华为进不了美国，但在全球市场高歌猛进，已经把朗讯等一众国际巨头全部挑落马下，在通讯设备行业，华为前面的对手，只剩下思科一家。</p><p>接待我的那位朋友说，思科已经不算什么了，我们已经成立了“打C办”（思科的英文名为Cisco），很快就能把它干翻。</p><p>我不知道那位朋友是吹牛还是确有其事。反正当时听了很感振奋。而几年后，华为在营收规模、发展速度、研发投入、市场竞争力等方面，确实远远超过思科。</p><p>现在回想起来，华为与美国的梁子，早已是命中注定，逃无可逃。</p><p>思科好歹也是美国顶尖的高科技企业，在通讯行业全球老大的位置待了很多年，是美国的骄傲，也是创新、就业、纳税大户。而华为说干翻就干翻了，美国人无论从心理上和经济上，都难以接受。</p><p>所以，在特朗普挑起的贸易战中，华为成了首当其冲的出头鸟，被采取了全所未有的制裁措施，也就不意外了。当然，美国人连绑架家人这种流氓手段都能堂而皇之地用上，这一点是谁也没料到的。</p><p>有些中国人还在为美国打压华为而辩解，说华为自己也有问题。但实际上，美国搞华为，和华为有没有问题没半毛钱关系。强大，就是华为的原罪。</p><p>只不过，美国人可能怎么都想不到，打来打去，华为就是打不死。</p><p>这次重访华为，我是怀着忧虑的心思而来的，因为这一次，美国的打压与以往各次都截然不同。</p><p>以往都只是市场的封杀，是从消费端下手，不让美国人买华为的东西而已。但世界这么大，即使华为无法进入美国市场，还有亚洲、欧洲、非洲在。无法和美国人做生意，虽然令人遗憾，却并非生死攸关。</p><p>而这次是技术的封杀，是从供应端下手，不让人把含有美国技术和零部件的东西卖给华为，禁止的对象不仅包括美国人和美国公司，还包括全世界。哪怕一个芬兰人想卖一个芬兰设备给华为，只要这个设备里含有一个美国产的螺丝钉，美国人都要找他麻烦。这就让全世界想和华为做生意的人都心存顾虑，<a href=\"https://laohu8.com/S/TSM\">台积电</a>就是这样被吓住了，宣布对华为断供。</p><p>这意味着，美国对华为的态度，从此前的“你别来赚我的钱”，转变为“我情愿连你的钱都不赚，也要把你搞死。”</p><p>仅此，大家就知道这一次华为有多么艰难。</p><p>所以这次重访华为，我也特别想实地看一看，华为现在到底是个什么状态，能不能撑过去。</p><p>实地考察的感受是：华为虽然现在很艰苦，但是会越打越强，而不会被打趴下。我依然看好华为的未来。</p><p>在华为，我们先是参观了ICT技术展厅，看了华为的部分技术布局，如芯片、全栈AI、wifi-6等，一个总体感觉是：未来几十年，世界不管往哪个方向发展，华为都是必不可少的底层基础设施，而且是全世界竞争力最强的玩家之一（或者“之一”都可以去掉）。</p><p>华为现在研发工程师有9.6万人，一年投入研发的资金就高达1317亿，这两个数字都是全世界数一数二。这种对研发的超级重视，一直以来都是华为保持竞争力的重要源泉。</p><p>我注意到，华为新的使命是：把数字世界带入每个人、每个家庭、每个组织，构建万物互联的智能世界。</p><p>看到这三个“每个”的表述，不得不让人感叹华为的雄心之大。如果放在别的公司上，会觉得这家公司在吹牛，但是华为说出来，却感觉顺理成章，毫无违和。</p><p><img src=\"https://static.tigerbbs.com/98177344a7a8bd0f438eb6c15f0cf4c5\" tg-width=\"500\" tg-height=\"461\"></p><p>中间交流的时候，华为主管公共关系的副总璩静和AR/VR总裁李腾跃都做了演讲。</p><p>听璩静的演讲，感受最深的就是任正非提出“开门办华为”。</p><p>这两年来，华为可能也感觉到了此前不和外界沟通，不和新闻界打交道的方式，未必适应新的形势，所以来了个一百八十度的大转弯。</p><p>多年不接受采访的任正非，一反常态密切接受记者采访，一年的时间竟然做了37场。而到华为采访的记者，多达几千人。</p><p>任正非要求华为人在接受采访和对外发言时，允许自黑，不许自夸。这个要求也令我大开眼界。真是很少见到这样的公司。</p><p>李腾跃则主要介绍了AR/VR的发展趋势。</p><p>他讲到，2014年前后，AR/VR有一波兴起的狂潮，但是技术还不足以支持，所以后来泡沫破裂，沉寂了几年。现在随着技术的不断进步，开始了全面的产业复兴。他认为AR/VR是下一个三十年的“Big Thing”。</p><p>李腾跃演讲中提到的AR/VR发展趋势和使用场景，和我在《比“5G有多快”更重要的，是5G将带来哪些改变》这篇文章中写到的差不多，大家可以看一看。</p><p>其中有一个令人印象极其深刻的细节：有人问李腾跃，华为会不会参与AR/VR的内容创作。</p><p>李腾跃说，我们只负责提供设备，也负责部分的软件应用，至于内容，就让<a href=\"https://laohu8.com/S/00700\">腾讯</a>去做，或者<a href=\"https://laohu8.com/S/NTES\">网易</a>这种小公司去做吧。</p><p>听到“网易这种小公司”，举座皆笑了，李腾跃刚开始没反应过来，愣了几秒才知道大家笑什么，然后自己也笑了。</p><p>交流期间，华为的人拿出了新款VR眼镜给我们试用。虽然我很早就从理论上知道VR眼镜的牛逼之处，但是真正身临其境地试用，感觉还是很受震撼。</p><p>其中一个内容是韩国某个演唱会。戴上眼镜之后，歌手和舞者就出现在你的面前，连眼睫毛都看得清清楚楚，距离近到仿佛歌手的热气都能呵到你的脸上。</p><p>看完这些VR的节目，你会强烈地感觉，现在流行的抖音、快手，几乎还处于原始时代，VR才是未来。</p><p>娱乐只是VR一个极小极小的应用而已，却已经足以创造万亿级的产值。而VR还可以用于教育、设计、购物、体育、健身、餐饮等等所有你能想到的业务上。</p><p>移动互联网时代有句话，叫做所有行业都值得重做一遍。VR技术成熟后，这句话大体上也成立。</p><p>我坚定地认为，VR未来一定会大爆发。当然这个时间是3年、5年，还是10年，我不能马上判断。只是有一种感觉，应该已经很近了。</p><p>而华为在B端占据着这个行业的底层技术，在C端也有VR眼睛这样的主打产品。其发展前景如何，大家尽可想象。</p><p>下午主要是在华为松山湖基地——溪流背坡村游览参观。</p><p>这个地方投资100亿建设，占地1900亩，由十几个欧洲风格的小镇组成，风景极美，看着根本不像公司，而像一所大学，而且和中国最美的大学相比，丝毫都不会逊色，在里面逛一圈，恨不得立马成为华为人，到这里来工作。</p><p><img src=\"https://static.tigerbbs.com/3a3bc342a5580765dcbf043e1e2fea7f\" tg-width=\"550\" tg-height=\"406\"></p><p>如果这是一个房地产商业项目的话，一定是无数人最向往的小区。假设华为要做房地产，它一定是最牛的房地产公司。事实上，早在多年前，就有人建议华为进军房地产，不过据说被任正非拍着桌子怒斥，说“华为绝不可能做房地产”。</p><p>这种战略定力，也是华为成功的核心因素之一。我们已经见识过太多的公司经受不住赚快钱、赚容易钱的诱惑，无法沉下心来搞技术研发、干苦活累活，结果发展到一定阶段就无法再前进了。</p><p>但对我而言，更震撼的是感受到华为为了引进人才、留住人才而花的心思和手笔。</p><p>抓住了人才，就抓住了未来。华为在这一点上，无疑想得很透彻，做得很到位。</p><p>总体而言，这次参观的感觉是：</p><p>华为是数字时代不可或缺的底层设施，其未来不可限量。华为极端重视研发，重视人才，技术上也无可阻挡。</p><p>目前的困难，完全是来自于政治层面，艰难险阻超乎想象，但是一旦迈过这个难关，华为也将迎来更大的辉煌。</p><p>而在与华为人的两次交流中，我也感受到了华为人心态上的变化。</p><p>同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重。</p><p>走的时候，华为送了我两本书，一本是《美国陷阱》，讲述的是美国人怎么设计陷害搞死竞争对手阿尔斯通的故事；另一本是《下一个倒下的会不会是华为》，讲述的是华为的危机与救赎。</p><p>从这两个标题，我读出的意味是：</p><p>同仇敌忾，哀兵必胜。</p><p>但愿风雨过后，华为更好，中国更好。</p>","source":"lsy1569479274668","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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href=http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.shtml><strong>何加盐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目...</p>\n\n<a href=\"http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.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/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"source_url":"http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115179020","content_text":"这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目投标，不让美国公共部门和企业购买华为设备等等，最后搞得华为被迫宣布放弃美国市场。很多善良的中国人可能不知道，美国对华为的打压，不是特朗普上台才开始，而是已经搞了好多年了。事实上，华为自从2002年开始进入美国市场，当年就被思科告了，此后若干年一直就被美国政府各种打压，又说是侵犯知识产权、又说是危害国家安全、又说是违反制裁伊朗一揽子法案等等，虽然没有一次真正查出什么问题，但就是不让华为在美国好好做生意。不过，7年前我去华为的时候，发现华为似乎并没怎么受美国封杀的影响。在华为内部感受到的，是一片欣欣向荣。那时候，虽然华为进不了美国，但在全球市场高歌猛进，已经把朗讯等一众国际巨头全部挑落马下，在通讯设备行业，华为前面的对手，只剩下思科一家。接待我的那位朋友说，思科已经不算什么了，我们已经成立了“打C办”（思科的英文名为Cisco），很快就能把它干翻。我不知道那位朋友是吹牛还是确有其事。反正当时听了很感振奋。而几年后，华为在营收规模、发展速度、研发投入、市场竞争力等方面，确实远远超过思科。现在回想起来，华为与美国的梁子，早已是命中注定，逃无可逃。思科好歹也是美国顶尖的高科技企业，在通讯行业全球老大的位置待了很多年，是美国的骄傲，也是创新、就业、纳税大户。而华为说干翻就干翻了，美国人无论从心理上和经济上，都难以接受。所以，在特朗普挑起的贸易战中，华为成了首当其冲的出头鸟，被采取了全所未有的制裁措施，也就不意外了。当然，美国人连绑架家人这种流氓手段都能堂而皇之地用上，这一点是谁也没料到的。有些中国人还在为美国打压华为而辩解，说华为自己也有问题。但实际上，美国搞华为，和华为有没有问题没半毛钱关系。强大，就是华为的原罪。只不过，美国人可能怎么都想不到，打来打去，华为就是打不死。这次重访华为，我是怀着忧虑的心思而来的，因为这一次，美国的打压与以往各次都截然不同。以往都只是市场的封杀，是从消费端下手，不让美国人买华为的东西而已。但世界这么大，即使华为无法进入美国市场，还有亚洲、欧洲、非洲在。无法和美国人做生意，虽然令人遗憾，却并非生死攸关。而这次是技术的封杀，是从供应端下手，不让人把含有美国技术和零部件的东西卖给华为，禁止的对象不仅包括美国人和美国公司，还包括全世界。哪怕一个芬兰人想卖一个芬兰设备给华为，只要这个设备里含有一个美国产的螺丝钉，美国人都要找他麻烦。这就让全世界想和华为做生意的人都心存顾虑，台积电就是这样被吓住了，宣布对华为断供。这意味着，美国对华为的态度，从此前的“你别来赚我的钱”，转变为“我情愿连你的钱都不赚，也要把你搞死。”仅此，大家就知道这一次华为有多么艰难。所以这次重访华为，我也特别想实地看一看，华为现在到底是个什么状态，能不能撑过去。实地考察的感受是：华为虽然现在很艰苦，但是会越打越强，而不会被打趴下。我依然看好华为的未来。在华为，我们先是参观了ICT技术展厅，看了华为的部分技术布局，如芯片、全栈AI、wifi-6等，一个总体感觉是：未来几十年，世界不管往哪个方向发展，华为都是必不可少的底层基础设施，而且是全世界竞争力最强的玩家之一（或者“之一”都可以去掉）。华为现在研发工程师有9.6万人，一年投入研发的资金就高达1317亿，这两个数字都是全世界数一数二。这种对研发的超级重视，一直以来都是华为保持竞争力的重要源泉。我注意到，华为新的使命是：把数字世界带入每个人、每个家庭、每个组织，构建万物互联的智能世界。看到这三个“每个”的表述，不得不让人感叹华为的雄心之大。如果放在别的公司上，会觉得这家公司在吹牛，但是华为说出来，却感觉顺理成章，毫无违和。中间交流的时候，华为主管公共关系的副总璩静和AR/VR总裁李腾跃都做了演讲。听璩静的演讲，感受最深的就是任正非提出“开门办华为”。这两年来，华为可能也感觉到了此前不和外界沟通，不和新闻界打交道的方式，未必适应新的形势，所以来了个一百八十度的大转弯。多年不接受采访的任正非，一反常态密切接受记者采访，一年的时间竟然做了37场。而到华为采访的记者，多达几千人。任正非要求华为人在接受采访和对外发言时，允许自黑，不许自夸。这个要求也令我大开眼界。真是很少见到这样的公司。李腾跃则主要介绍了AR/VR的发展趋势。他讲到，2014年前后，AR/VR有一波兴起的狂潮，但是技术还不足以支持，所以后来泡沫破裂，沉寂了几年。现在随着技术的不断进步，开始了全面的产业复兴。他认为AR/VR是下一个三十年的“Big Thing”。李腾跃演讲中提到的AR/VR发展趋势和使用场景，和我在《比“5G有多快”更重要的，是5G将带来哪些改变》这篇文章中写到的差不多，大家可以看一看。其中有一个令人印象极其深刻的细节：有人问李腾跃，华为会不会参与AR/VR的内容创作。李腾跃说，我们只负责提供设备，也负责部分的软件应用，至于内容，就让腾讯去做，或者网易这种小公司去做吧。听到“网易这种小公司”，举座皆笑了，李腾跃刚开始没反应过来，愣了几秒才知道大家笑什么，然后自己也笑了。交流期间，华为的人拿出了新款VR眼镜给我们试用。虽然我很早就从理论上知道VR眼镜的牛逼之处，但是真正身临其境地试用，感觉还是很受震撼。其中一个内容是韩国某个演唱会。戴上眼镜之后，歌手和舞者就出现在你的面前，连眼睫毛都看得清清楚楚，距离近到仿佛歌手的热气都能呵到你的脸上。看完这些VR的节目，你会强烈地感觉，现在流行的抖音、快手，几乎还处于原始时代，VR才是未来。娱乐只是VR一个极小极小的应用而已，却已经足以创造万亿级的产值。而VR还可以用于教育、设计、购物、体育、健身、餐饮等等所有你能想到的业务上。移动互联网时代有句话，叫做所有行业都值得重做一遍。VR技术成熟后，这句话大体上也成立。我坚定地认为，VR未来一定会大爆发。当然这个时间是3年、5年，还是10年，我不能马上判断。只是有一种感觉，应该已经很近了。而华为在B端占据着这个行业的底层技术，在C端也有VR眼睛这样的主打产品。其发展前景如何，大家尽可想象。下午主要是在华为松山湖基地——溪流背坡村游览参观。这个地方投资100亿建设，占地1900亩，由十几个欧洲风格的小镇组成，风景极美，看着根本不像公司，而像一所大学，而且和中国最美的大学相比，丝毫都不会逊色，在里面逛一圈，恨不得立马成为华为人，到这里来工作。如果这是一个房地产商业项目的话，一定是无数人最向往的小区。假设华为要做房地产，它一定是最牛的房地产公司。事实上，早在多年前，就有人建议华为进军房地产，不过据说被任正非拍着桌子怒斥，说“华为绝不可能做房地产”。这种战略定力，也是华为成功的核心因素之一。我们已经见识过太多的公司经受不住赚快钱、赚容易钱的诱惑，无法沉下心来搞技术研发、干苦活累活，结果发展到一定阶段就无法再前进了。但对我而言，更震撼的是感受到华为为了引进人才、留住人才而花的心思和手笔。抓住了人才，就抓住了未来。华为在这一点上，无疑想得很透彻，做得很到位。总体而言，这次参观的感觉是：华为是数字时代不可或缺的底层设施，其未来不可限量。华为极端重视研发，重视人才，技术上也无可阻挡。目前的困难，完全是来自于政治层面，艰难险阻超乎想象，但是一旦迈过这个难关，华为也将迎来更大的辉煌。而在与华为人的两次交流中，我也感受到了华为人心态上的变化。同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重。走的时候，华为送了我两本书，一本是《美国陷阱》，讲述的是美国人怎么设计陷害搞死竞争对手阿尔斯通的故事；另一本是《下一个倒下的会不会是华为》，讲述的是华为的危机与救赎。从这两个标题，我读出的意味是：同仇敌忾，哀兵必胜。但愿风雨过后，华为更好，中国更好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947231589,"gmtCreate":1597327598241,"gmtModify":1704215396094,"author":{"id":"3435052130403394","authorId":"3435052130403394","name":"浪迹天涯00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3435052130403394","idStr":"3435052130403394"},"themes":[],"htmlText":"<a 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