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此心光明，亦复何言

IP属地：中国香港

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04-29

这篇文章不错，转发给大家看看

李强与马斯克往事

04-29

$特斯拉(TSLA)$ sky is the limit

2023-10-23

$特斯拉(TSLA)$ 先空后多，今天的特斯拉动能十足～

2023-09-11

这篇文章不错，转发给大家看看

@新能源Bot:摩根士丹利：受益于Dojo超算，特斯拉股价将飙升至400美元

2022-11-28

$拼多多(PDD)$ 多多强者恒强！

2022-11-03

$苹果(AAPL)$话说这个中国周销量暴跌的消息，很显然是因为大家都在等双11下手啊🤔

2022-10-28

$苹果(AAPL)$你可以永远相信苹果

2022-10-27

$拼多多(PDD)$谢谢多多的意外惊喜

2022-10-26

$拼多多(PDD)$666

2022-09-20

$特斯拉(TSLA)$🐂

2022-08-29

$拼多多(PDD)$强者恒强[财迷] [财迷]

2022-08-29

$拼多多(PDD)$大赞！

2022-08-26

$爱奇艺(IQ)$必须赞[财迷] [财迷]

2022-08-26

$阿里巴巴(BABA)$[财迷] [财迷]

2022-08-26

$阿里巴巴(BABA)$今天收盘能站稳100嘛[财迷] [财迷]

2022-08-25

$拼多多(PDD)$多多太猛了，又顽强地冲了上来

2022-08-25

$阿里巴巴(BABA)$100达成

2022-08-25

$英伟达(NVDA)$每次都是财报完了涨

2022-08-25

$拼多多(PDD)$$阿里巴巴(BABA)$[财迷] [财迷]

2022-08-24

$爱奇艺(IQ)$[财迷] [财迷]

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22:53","market":"us","language":"zh","title":"李强与马斯克往事","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320226","media":"曾老师的资本观察","summary":"据央视消息，国务院总理李强28号在京会见了美国$特斯拉$公司首席执行官马斯克。在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。","content":"<html><head></head><body><p>据央视消息，国务院总理李强28号在京会见了美国<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司首席执行官马斯克。</p><p>李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。</p><p>马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。</p><p><strong>实际上，2019年特斯拉超级工厂正是李强当年主政上海时引进的，这一工厂当时创造了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。</strong></p><p><strong>此次见面，也是两人的第6次会面。</strong></p><p style=\"text-align: justify;\">时隔三年，马斯克再一次踏上了中国，24小时见了3位部长，引发了热议。</p><p style=\"text-align: justify;\">就在1个月前，他的母亲来到中国，晒出了一张特斯拉汽车等交通灯的照片，问了马斯克这样一个问题：</p><p style=\"text-align: justify;\"><strong>上海和洛杉矶哪里的特斯拉更多？</strong></p><p style=\"text-align: justify;\">10年前，特斯拉累计只生产了约3000辆汽车；10年后的2022年，这一数字已突破300万辆，中国是特斯拉全球最大生产中心和第二大市场，仅次于美国。</p><p style=\"text-align: justify;\">有媒体统计，这是马斯克第十次来到中国。<strong>实际上，马斯克第一次来中国就碰了壁。</strong></p><p style=\"text-align: justify;\">他到访中南海，开门见山的地提出了特斯拉想要在华发展的建议，包括让特斯拉的充电桩进入中国，给予特斯拉不同于燃油车的关税。</p><p style=\"text-align: justify;\">结果自然是无功而返，回到美国后，马斯克抱怨：<strong>“在中国，我们就像一个匍匐前进的婴儿。”</strong></p><p style=\"text-align: justify;\">马斯克不放弃，此后多年，他频频向中国示好，甚至炫耀着自己学会了使用微信。</p><p style=\"text-align: justify;\"><strong>中国人做事讲究天时、地利、人和。直到2017年，马斯克终于等来了机会。</strong></p><p style=\"text-align: justify;\">当年4月，工信部发布了《汽车产业中长期发展规划》，宣布将放宽外资汽车厂商在华运营生产合作企业时的出资限制。</p><p style=\"text-align: justify;\">一周后，焦头烂额的马斯克火速来到中国，他寄希望于中国市场，能让特斯拉“起死回生”，摆脱产能危机。</p><p style=\"text-align: justify;\"><strong>中国确实是马斯克的福地。</strong></p><p style=\"text-align: justify;\">2019年，马斯克的超级工厂在上海落地，创下了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。</p><p style=\"text-align: justify;\">马斯克，这个硅谷钢铁侠，被无数媒体盛赞，人们说他是天才，他的偏执狂个性被写入了商业教科书。</p><p style=\"text-align: justify;\">从过往海量信息中抽丝剥茧，我们发现马斯克超级工厂顺利落地的背后，有一个人不容忽略。</p><p style=\"text-align: justify;\"><strong>他就是时任上海市委书记的李强，也正是当下的中国总理。特斯拉，正是在他的主政之下引进的。</strong></p><p><strong>1、马斯克与李强的五次会面</strong></p><p style=\"text-align: justify;\">李强1959年出生于浙江，在他47年的工作生涯中，在改革开放一线做过县委书记、地市级市委书记、省委书记和直辖市市委书记，低调直率又务实。</p><p style=\"text-align: justify;\">马斯克1971年出生于南非的中产家庭，敢把全部财产投身实业，自杀般地创立特斯拉、SpaceX、Starlink等高科技企业，被称为硅谷钢铁侠。</p><p style=\"text-align: justify;\">一个低调务实，一个天马行空，两个截然不同的人，跨越时空的会面，就为了一件事：<strong>特斯拉超级工厂在沪落地。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"337\"/></p><p style=\"text-align: justify;\">他们见过五次面，每一次都是推动新能源汽车产业的发展。</p><p style=\"text-align: justify;\">2018年，是李强兼任上海市委书记的第二年。</p><p style=\"text-align: justify;\">这一年，上海确定了今后五年的目标，在这个目标中，多次提及了世界影响力、全球城市，总结为一个关键词，就是开放。</p><p style=\"text-align: justify;\">而大洋彼岸的硅谷钢铁侠正处于水深火热中。</p><p style=\"text-align: justify;\">特斯拉内外交困。花费数十亿美元的自动化工厂几乎不能运作，特斯拉深陷产能地狱，Model 3多次推迟交付，两年内共有36位副总裁级别以上的高管离职；外界开始看空特斯拉，大量预订者要求退款，12亿美元债务即将到期。</p><p style=\"text-align: justify;\">重压之下，马斯克曾亲口承认，特斯拉的现金流只能撑一个月，他甚至动起了把特斯拉折价卖给库克的心思。</p><p style=\"text-align: justify;\">一向乐观狂妄的马斯克，在直播时抽起了烟。这个颇为“任性”、不顾形象的举动，震惊了很多人。</p><p style=\"text-align: justify;\">雪上加霜的是，美国发布了加征关税的商品清单，对3000多亿美元的中国商品加征25%的关税，这个“额外”费用，由美国进口商承担。</p><p style=\"text-align: justify;\">中国是马斯克的“救命草”。       </p><p style=\"text-align: justify;\">中国政策的放开，是马斯克苦求多年的机遇。当年5月10日，马斯克在上海成立了新公司。</p><p style=\"text-align: justify;\">两个月后的7月11日，《解放日报》头版，刊登了两则新闻：其一，特斯拉首个海外超级工厂落户上海；其二，上海公布扩大开放行动方案100条。</p><p style=\"text-align: justify;\"><strong>在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。</strong></p><p style=\"text-align: justify;\">马斯克的特斯拉落户上海，值得注意的是，它是首个外商独资整车制造项目。这是一个新的风向标，以此为起点，中国逐步解除汽车行业外资股比限制。</p><p style=\"text-align: justify;\">2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。</p><p style=\"text-align: justify;\">从签约到开工，这座超级工厂只用了半年时间，速度惊人。</p><p style=\"text-align: justify;\">李强说，我们开放的大门只会越开越大，也始终坚持在开放合作中实现共赢发展。</p><p style=\"text-align: justify;\">半年后，双方在2019年世界人工智能大会上见面，马斯克惊叹上海超级工厂项目超乎想象的审批和建设速度。</p><p style=\"text-align: justify;\"><strong>2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。</strong></p><p style=\"text-align: justify;\">短短1年间，特斯拉的上海超级工厂，在一片荒芜中拔地而起，成为一座每周可产3000辆Model 3的超级工厂。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"337\"/></p><p>只要有人来参观，公司讲解员第一站总是领他们，去看入口处的一张海报，还特别强调一句：“从工厂奠基到第一辆车交付，仅用时11个月。”</p><p><strong>“当年开工、当年投产、当年交付”，这场合作的效率令外界侧目，被称为“上海速度”。</strong></p><p>在那次会面中，李强说，特斯拉案例将作为上海优化营商环境的范例。</p><p>绝处逢生的马斯克，在交付现场兴奋地跳起了“脱衣舞”。在当年底的股东大会上，他忍不住再次感叹：</p><p>上海超级工厂是我见过的建成速度最快的建筑！</p><p>可供参照的是，特斯拉加州工厂和柏林、德州工厂，均用了2年左右，还遭到百般阻挠。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f1f5d80d4635210213087dc35377126\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p><strong>2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。</strong></p><p>正是马斯克的中国战略，让特斯拉在2020年这个“最难开局”的年份，交了一份亮丽的成绩单：</p><p><strong>2020年一季度销量达到1.67万辆，几乎是其它所有中国造车新势力的销量总和；</strong></p><p>汽车业务实现营收51亿美元，同比增长38%，是全球汽车行业中唯一一家逆势增长的企业。</p><p>直到现在，马斯克依然感谢当时的上海市委书记的李强，在疫情期间支持特斯拉工厂的运营。</p><p style=\"text-align: justify;\">他还多次点赞中国，点赞上海超级工厂，说“上海团队很难被超越”。</p><p style=\"text-align: justify;\"><strong>2、马斯克为什么选择上海？</strong></p><p style=\"text-align: justify;\">在十次的访华中，马斯克的中国菜单都会上热搜。</p><p style=\"text-align: justify;\">在北京，他解锁了簋街涮羊肉、西四包子；在上海，他又解锁了城隍庙的小笼包和街头的煎饼果子。5月30日，落地北京后，马斯克当天的晚宴还吃了炸酱面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d4058298196cde0696cb89b67cbcacd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p style=\"text-align: justify;\"><strong>中国菜只能征服马斯克的胃，但真正征服马斯克下注的，除了上海的产业链基础，还有营商环境。</strong></p><p style=\"text-align: justify;\">为了让更多像马斯克这样的企业家来到上海，李强在上海长达五年的执政期间，聚焦了两件大事：</p><p style=\"text-align: justify;\"><strong>1.“革命性的再造”，让大上海甘当店小二</strong></p><p style=\"text-align: justify;\"><strong>“营商环境没有最好，只有更好”，这是李强反复提及的话。</strong></p><p style=\"text-align: justify;\">所谓营商环境，是指做生意的容易程度，营商环境的好与坏，直接影响投资者投资兴业的热情和地区经济的发展。</p><p style=\"text-align: justify;\">李强初到上海不久，就在大大小小的场合强调各级官员要“主动亲近企业”，并提出各级政府要“当好服务企业的‘店小二’”，令沪上舆论感到耳目一新。</p><p style=\"text-align: justify;\"><strong>李强主政上海后，在经济领域做的第一件大事，就是关于营商环境的。</strong></p><p style=\"text-align: justify;\">履新的1个月内，他密集调研了浦东、徐汇、松江、杨浦、嘉定等区，每到一处，他都会提出两大灵魂拷问：<strong>一是企业怎么发展，二是政府如何作为。</strong></p><p style=\"text-align: justify;\">追溯过往，李强看重企业，尤其是民企由来已久。</p><p style=\"text-align: justify;\">任职浙江省长时，他手抓的第一件事是深化行政审批制度的改革；任职江苏省委书记时，他将“不见面审批（服务）”作为放管服改革的重中之重，政府要当好服务企业的店小二。</p><p><strong>优化营商环境，关键在于政府下定决心向内改革。</strong></p><p>李强曾率领上海市党政代表团去安徽等地考察，专程前往江苏的政务服务中心“取经”。两个月后，他马不停蹄地召开了一场“超规格会议”，目的只有一个：优化营商环境。这是李强履新后，以上海市委、市政府的名义，召开的第一个专题推进会。</p><p>于政府而言，改革难免伤筋动骨。但在李强看来，<strong>上海的营商环境非得有一种“革命性的再造”。</strong></p><p>在那场会议上，上海真正放了大招，出台的行动方案中，有30项改革任务，力度不可谓不空前，其中一网通办是杀手锏，上海要跑通所有数据，让企业少跑腿。</p><p><strong>“有好的环境，项目自然会来；环境不好，企业来了也要跑掉。”他说。</strong></p><p>与超级大的经济体量不同，上海放低姿态，换来企业活力，用公务员的“辛苦指数”，换来企业的“发展指数”。</p><p>改革实施三年，上海一网通办能力全国第一。</p><p><strong>2.重构战略优势，提出上海之问</strong></p><p>来到上海8个月，李强思虑最多的是上海的未来，在上海展览中心的2楼会议室内，他提出了著名的“上海之问”：</p><p><strong>10年、20年后，上海拿什么参与全球竞争？</strong></p><p><strong>李强曾表示，上海作为全国最大的经济中心城市，其使命不只体现在自身发展的水平上，更重要的是服务全国大局，代表国家参与全球合作竞争。</strong></p><p>亚当·斯密的《国富论》中第一次提出了劳动分工的观点。产业协同，同样离不开高质量分工。</p><p>在履新之初，长三角一体化就已经进入李强的施政视野。他赴与江浙接壤的上海郊区松江、嘉定等地调研时，就要求当地更好发挥区位优势，在长三角协同发展上要有新作为。</p><p>他率领上海市党政代表团在2天内密集访问了苏浙皖3省，这是他履新之后，首次赴外省学习考察。</p><p><strong>一体化不是空谈，李强的施政方针是在“一”字做文章。</strong>比如成立了一个机构、编制了一个计划、开好了一个会议、推进了一批项目。</p><p><strong>归根到底，不过是“服务”二字，为企业服务、为全国服务。</strong></p><p>请谁来做顶级智囊，在某种程度上折射出上海在一段时间内的发展思路。</p><p>上海市决咨委首次换届时，有个明显的新特点，决咨委委员不再局限于上海、北京，这一次，聘任的视野首次投向了长三角，比如浙江省政府研究室原主任沈建明就是首次获聘。</p><p>所幸，李强的心血没有白费。过程做好了，结果自然就有了。</p><p>在他的主政下，上海出人、出地、出钱，让马斯克建起了上海超级工厂，摆脱了十来年的亏损。</p><p>与此同时，这条鲶鱼激活了国内的新能源汽车产业。</p><p>当我们立足当下，回望过去，马斯克和特斯拉造车中，“4小时朋友圈”的造富故事仍旧为人津津乐道。</p><p>2017年，特斯拉超级工厂落户<a href=\"https://laohu8.com/S/600848\">上海临港</a>。进入特斯拉供应链的，首先是“宁波帮”：提供汽车电子的，是<a href=\"https://laohu8.com/S/002048\">宁波华翔</a>；提供传感器的，是宁波均胜……而给特斯拉提供电池的，是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和LG化学在溧阳、南京的新建工厂。</p><p><strong>特斯拉Model 3的零部件国产化率已超过90%，大部分供应商都来自江浙沪包邮区。</strong></p><p><strong>这说明了一个事实：长三角城市群在汽车产业链上高效协同。</strong></p><p>据此前的统计，全球汽车零部件Top10中，9家的中国总部都在上海，上海汽车光零部件产值有8000亿。</p><p>就拿汽车行业紧缺的芯片来说，上海是供应主力，芯片产业规模占全国1/4、集聚超过700家行业重点企业。</p><p><strong>硬实力加软环境，让马斯克再次狂赌上海。</strong></p><p>就在上个月，马斯克带来了他的诚意，美国本土外第一座储能超级工厂再次落户上海临港。</p><p>马斯克钟情于上海，换个角度看，是离不开。</p><p><strong>3、中国最需要“企业家精神”，需要实干的人</strong></p><p style=\"text-align: justify;\">李强和马斯克两个截然不同的人，有着同样的执着。</p><p style=\"text-align: justify;\">李强坚持“吃改革饭、走开放路”，重视民营经济，力推新能源产业。马斯克是个狂热的新能源信徒，宣称要改变世界。</p><p style=\"text-align: justify;\"><strong>这个世界上，从来不缺乏梦想，缺的是脚踏实地，把梦想变成现实的人。</strong></p><p style=\"text-align: justify;\">汉代王符在《潜夫论·叙录》中曾说，大人不华，君子务实。意思是说，君子要求真务实，不要夸夸其谈。</p><p style=\"text-align: justify;\"><strong>李强和马斯克，一个是政府高层，一个是企业家，但他们有着同一个身份——实干家，身上有着共同的特质就是务实。</strong></p><p style=\"text-align: justify;\">空谈误国、实干兴邦。在上海主政期间，网上关于“上海错失了互联网机遇”的言论甚嚣尘上。李强十分关注，在他看来，网上议论恰恰是“人们对上海的关心和期盼”。</p><p style=\"text-align: justify;\">凡是过往，皆为序章。李强十分接地气，自称是“老网民”。他说：<strong>“大家都在讨论上海有没有BAT，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>全球也就只有一个，感叹这个不如去发现和培养成长性好的科技企业，特别是中小企业，让产业政策、人才政策更多关注这些优秀企业。”</strong></p><p style=\"text-align: justify;\">这是李强一贯的务实作风。上海无需也不应该有过多不必要的纠结，当务之急是瞄准未来优势，精准发力。</p><p style=\"text-align: justify;\">近几年以来，妖魔化民营经济的言论时有发生，甚至颇有市场，企业家群体也成为众矢之，有些人的人格甚至受到社会怀疑。</p><p style=\"text-align: justify;\"><strong>信心比黄金更重要，多年的执政生涯，李强可以说是最懂企业家的人之一。</strong></p><p style=\"text-align: justify;\">在他任职的浙江、江苏等地，有一个鲜明的特征，就是民营经济较为发达，而他最常做的事情是调研。</p><p style=\"text-align: justify;\"><strong>“民营经济一定大有可为！”李强多次强调过。</strong></p><p style=\"text-align: justify;\">2023年3月11日，李强就任国务院总理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3c92a82739683a7c3204a9f211c4ad1\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"647\"/></p><p>在总理记者会上，他说，自己长期在民营经济比较发达的地方工作，有很多机会接触民营企业家、与他们交流学习，对他们发展中的一些期盼和遇到的一些困难比较了解。</p><p>李强说，坚持“两个毫不动摇”是我国基本经济制度的重要内容，是长久之策，过去没有变，以后更不会变。</p><p>在熊彼特的经济学理论中，“企业家”是推动经济发展的唯一主体。这句话在全世界都是通用的。</p><p>而企业家精神不仅存在于企业中，政府同样需要企业家理念，敢闯敢试、敢于改革，说的就是企业家理念。</p><p><strong>同样在记者会上，李强说，政府改革要真正做有创造力的执行者，大兴调研之风。</strong></p><p>”没有调查，就没有发言权“，因为长期在地方工作，他有一个很深的感受：<strong>坐在办公室碰到的都是问题，深入基层看到的全是办法。他说高手在民间，到基层去，问需于民、问计于民。</strong></p><p>作为世界级的企业家，马斯克本人也是个实干家。</p><p>1995年前后，当李强在浙江任民政厅副厅长时，马斯克还在沃顿商学院求学，他是个狂热的新能源信徒，对电动汽车产品兴趣浓厚，甚至于写了篇论文，探讨如何用超级电容存储能源。</p><p>当年卖掉Paypal就足以让他成为亿万富翁，潇洒享受人生了。但他却进入了完全陌生的领域，处处碰壁，他坚定地认为“自己的人生使命是拯救人类”。</p><p>他的大学室友阿迪奥·雷西曾用“疯狂创业者”来形容他，只要他看好的，他会一直前进，直到达到目标。</p><p>大到一个国家的治理，小到企业的经营管理，就是一个不断出现问题、解决问题的过程。面对逆境和困难时，李强总理说，中国人从来没有被任何困难压倒。</p><p>他们那一代人，从小就听大禹治水、愚公移山、精卫填海等故事，哪一个不是筚路蓝缕、披荆斩棘。李强力挺“四千精神”，走遍千山万水、说尽千言万语、想尽千方百计、吃尽千辛万苦，四千精神是企业家群体的精神图腾，</p><p>作为CEO，马斯克最重要的特质或许是他克服逆境的能力，他最喜欢的是丘吉尔的名言：<strong>“如果你正在地狱穿行，那就继续前进。”</strong></p><p>Model S投产时，马斯克在工厂车间里放了张办公桌，他解释说：“如果你在打仗，冲在前线比坐镇后方要好得多。坐镇后方的将军会打败仗。”</p><p>这样的精神甚至传导到特斯拉的二号人物朱晓彤身上，为了恢复产能，他曾在工厂里睡了两个月。</p><p>对目标执着、坚定不移地干下去、敢于克服逆境，李强和马斯克身上有着同样珍贵的企业家精神。</p><p><strong>4、结语</strong></p><p style=\"text-align: justify;\">改革开放45年，中国成为全球第二大经济体，从来就不是一蹴而就。</p><p style=\"text-align: justify;\">正如马斯克的超级工厂的落地，离不开李强，但也离不开很多高瞻远瞩的人物。</p><p style=\"text-align: justify;\">比如万钢，时任中国科技部部长，在美国硅谷，万钢第一次试驾了特斯拉刚刚推出的第一辆双门电动跑车，他痴迷于研究电动车，被西方誉为中国电动车之父。</p><p style=\"text-align: justify;\">比如当年的国务院副总理汪洋，在《汽车产业中长期发展规划》发布后，与马斯克会晤 。而在与前任总理李克强的会晤中，马斯克将特斯拉开到了紫光阁，拿到了“中国绿卡”。在那里，他说：“我希望能把特斯拉上海工厂打造成全球范例。”“我非常热爱中国，愿意多到这里来。”这个想法已然变成了现实。</p><p style=\"text-align: justify;\">产业兴，则国兴；产业强，则国强，是一个国家经济发展的真实写照，这个过程离不开一代又一代人的努力。</p><p style=\"text-align: justify;\"><strong>功成不必在我，功成必定有我。前人栽树，后人乘凉。</strong></p><p style=\"text-align: justify;\">就是因为有这个信念在，中华民族伟大复兴才不是梦。不必着急，时间自会为你证明。 </p></body></html>","source":"lsy1714402412810","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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李强与马斯克往事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 22:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg><strong>曾老师的资本观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据央视消息，国务院总理李强28号在京会见了美国特斯拉公司首席执行官马斯克。李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。实际上，2019年特斯拉超级工厂正是李强...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c","relate_stocks":{"BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"source_url":"https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109320226","content_text":"据央视消息，国务院总理李强28号在京会见了美国特斯拉公司首席执行官马斯克。李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。实际上，2019年特斯拉超级工厂正是李强当年主政上海时引进的，这一工厂当时创造了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。此次见面，也是两人的第6次会面。时隔三年，马斯克再一次踏上了中国，24小时见了3位部长，引发了热议。就在1个月前，他的母亲来到中国，晒出了一张特斯拉汽车等交通灯的照片，问了马斯克这样一个问题：上海和洛杉矶哪里的特斯拉更多？10年前，特斯拉累计只生产了约3000辆汽车；10年后的2022年，这一数字已突破300万辆，中国是特斯拉全球最大生产中心和第二大市场，仅次于美国。有媒体统计，这是马斯克第十次来到中国。实际上，马斯克第一次来中国就碰了壁。他到访中南海，开门见山的地提出了特斯拉想要在华发展的建议，包括让特斯拉的充电桩进入中国，给予特斯拉不同于燃油车的关税。结果自然是无功而返，回到美国后，马斯克抱怨：“在中国，我们就像一个匍匐前进的婴儿。”马斯克不放弃，此后多年，他频频向中国示好，甚至炫耀着自己学会了使用微信。中国人做事讲究天时、地利、人和。直到2017年，马斯克终于等来了机会。当年4月，工信部发布了《汽车产业中长期发展规划》，宣布将放宽外资汽车厂商在华运营生产合作企业时的出资限制。一周后，焦头烂额的马斯克火速来到中国，他寄希望于中国市场，能让特斯拉“起死回生”，摆脱产能危机。中国确实是马斯克的福地。2019年，马斯克的超级工厂在上海落地，创下了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。马斯克，这个硅谷钢铁侠，被无数媒体盛赞，人们说他是天才，他的偏执狂个性被写入了商业教科书。从过往海量信息中抽丝剥茧，我们发现马斯克超级工厂顺利落地的背后，有一个人不容忽略。他就是时任上海市委书记的李强，也正是当下的中国总理。特斯拉，正是在他的主政之下引进的。1、马斯克与李强的五次会面李强1959年出生于浙江，在他47年的工作生涯中，在改革开放一线做过县委书记、地市级市委书记、省委书记和直辖市市委书记，低调直率又务实。马斯克1971年出生于南非的中产家庭，敢把全部财产投身实业，自杀般地创立特斯拉、SpaceX、Starlink等高科技企业，被称为硅谷钢铁侠。一个低调务实，一个天马行空，两个截然不同的人，跨越时空的会面，就为了一件事：特斯拉超级工厂在沪落地。他们见过五次面，每一次都是推动新能源汽车产业的发展。2018年，是李强兼任上海市委书记的第二年。这一年，上海确定了今后五年的目标，在这个目标中，多次提及了世界影响力、全球城市，总结为一个关键词，就是开放。而大洋彼岸的硅谷钢铁侠正处于水深火热中。特斯拉内外交困。花费数十亿美元的自动化工厂几乎不能运作，特斯拉深陷产能地狱，Model 3多次推迟交付，两年内共有36位副总裁级别以上的高管离职；外界开始看空特斯拉，大量预订者要求退款，12亿美元债务即将到期。重压之下，马斯克曾亲口承认，特斯拉的现金流只能撑一个月，他甚至动起了把特斯拉折价卖给库克的心思。一向乐观狂妄的马斯克，在直播时抽起了烟。这个颇为“任性”、不顾形象的举动，震惊了很多人。雪上加霜的是，美国发布了加征关税的商品清单，对3000多亿美元的中国商品加征25%的关税，这个“额外”费用，由美国进口商承担。中国是马斯克的“救命草”。       中国政策的放开，是马斯克苦求多年的机遇。当年5月10日，马斯克在上海成立了新公司。两个月后的7月11日，《解放日报》头版，刊登了两则新闻：其一，特斯拉首个海外超级工厂落户上海；其二，上海公布扩大开放行动方案100条。在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。马斯克的特斯拉落户上海，值得注意的是，它是首个外商独资整车制造项目。这是一个新的风向标，以此为起点，中国逐步解除汽车行业外资股比限制。2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。从签约到开工，这座超级工厂只用了半年时间，速度惊人。李强说，我们开放的大门只会越开越大，也始终坚持在开放合作中实现共赢发展。半年后，双方在2019年世界人工智能大会上见面，马斯克惊叹上海超级工厂项目超乎想象的审批和建设速度。2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。短短1年间，特斯拉的上海超级工厂，在一片荒芜中拔地而起，成为一座每周可产3000辆Model 3的超级工厂。只要有人来参观，公司讲解员第一站总是领他们，去看入口处的一张海报，还特别强调一句：“从工厂奠基到第一辆车交付，仅用时11个月。”“当年开工、当年投产、当年交付”，这场合作的效率令外界侧目，被称为“上海速度”。在那次会面中，李强说，特斯拉案例将作为上海优化营商环境的范例。绝处逢生的马斯克，在交付现场兴奋地跳起了“脱衣舞”。在当年底的股东大会上，他忍不住再次感叹：上海超级工厂是我见过的建成速度最快的建筑！可供参照的是，特斯拉加州工厂和柏林、德州工厂，均用了2年左右，还遭到百般阻挠。2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。正是马斯克的中国战略，让特斯拉在2020年这个“最难开局”的年份，交了一份亮丽的成绩单：2020年一季度销量达到1.67万辆，几乎是其它所有中国造车新势力的销量总和；汽车业务实现营收51亿美元，同比增长38%，是全球汽车行业中唯一一家逆势增长的企业。直到现在，马斯克依然感谢当时的上海市委书记的李强，在疫情期间支持特斯拉工厂的运营。他还多次点赞中国，点赞上海超级工厂，说“上海团队很难被超越”。2、马斯克为什么选择上海？在十次的访华中，马斯克的中国菜单都会上热搜。在北京，他解锁了簋街涮羊肉、西四包子；在上海，他又解锁了城隍庙的小笼包和街头的煎饼果子。5月30日，落地北京后，马斯克当天的晚宴还吃了炸酱面。中国菜只能征服马斯克的胃，但真正征服马斯克下注的，除了上海的产业链基础，还有营商环境。为了让更多像马斯克这样的企业家来到上海，李强在上海长达五年的执政期间，聚焦了两件大事：1.“革命性的再造”，让大上海甘当店小二“营商环境没有最好，只有更好”，这是李强反复提及的话。所谓营商环境，是指做生意的容易程度，营商环境的好与坏，直接影响投资者投资兴业的热情和地区经济的发展。李强初到上海不久，就在大大小小的场合强调各级官员要“主动亲近企业”，并提出各级政府要“当好服务企业的‘店小二’”，令沪上舆论感到耳目一新。李强主政上海后，在经济领域做的第一件大事，就是关于营商环境的。履新的1个月内，他密集调研了浦东、徐汇、松江、杨浦、嘉定等区，每到一处，他都会提出两大灵魂拷问：一是企业怎么发展，二是政府如何作为。追溯过往，李强看重企业，尤其是民企由来已久。任职浙江省长时，他手抓的第一件事是深化行政审批制度的改革；任职江苏省委书记时，他将“不见面审批（服务）”作为放管服改革的重中之重，政府要当好服务企业的店小二。优化营商环境，关键在于政府下定决心向内改革。李强曾率领上海市党政代表团去安徽等地考察，专程前往江苏的政务服务中心“取经”。两个月后，他马不停蹄地召开了一场“超规格会议”，目的只有一个：优化营商环境。这是李强履新后，以上海市委、市政府的名义，召开的第一个专题推进会。于政府而言，改革难免伤筋动骨。但在李强看来，上海的营商环境非得有一种“革命性的再造”。在那场会议上，上海真正放了大招，出台的行动方案中，有30项改革任务，力度不可谓不空前，其中一网通办是杀手锏，上海要跑通所有数据，让企业少跑腿。“有好的环境，项目自然会来；环境不好，企业来了也要跑掉。”他说。与超级大的经济体量不同，上海放低姿态，换来企业活力，用公务员的“辛苦指数”，换来企业的“发展指数”。改革实施三年，上海一网通办能力全国第一。2.重构战略优势，提出上海之问来到上海8个月，李强思虑最多的是上海的未来，在上海展览中心的2楼会议室内，他提出了著名的“上海之问”：10年、20年后，上海拿什么参与全球竞争？李强曾表示，上海作为全国最大的经济中心城市，其使命不只体现在自身发展的水平上，更重要的是服务全国大局，代表国家参与全球合作竞争。亚当·斯密的《国富论》中第一次提出了劳动分工的观点。产业协同，同样离不开高质量分工。在履新之初，长三角一体化就已经进入李强的施政视野。他赴与江浙接壤的上海郊区松江、嘉定等地调研时，就要求当地更好发挥区位优势，在长三角协同发展上要有新作为。他率领上海市党政代表团在2天内密集访问了苏浙皖3省，这是他履新之后，首次赴外省学习考察。一体化不是空谈，李强的施政方针是在“一”字做文章。比如成立了一个机构、编制了一个计划、开好了一个会议、推进了一批项目。归根到底，不过是“服务”二字，为企业服务、为全国服务。请谁来做顶级智囊，在某种程度上折射出上海在一段时间内的发展思路。上海市决咨委首次换届时，有个明显的新特点，决咨委委员不再局限于上海、北京，这一次，聘任的视野首次投向了长三角，比如浙江省政府研究室原主任沈建明就是首次获聘。所幸，李强的心血没有白费。过程做好了，结果自然就有了。在他的主政下，上海出人、出地、出钱，让马斯克建起了上海超级工厂，摆脱了十来年的亏损。与此同时，这条鲶鱼激活了国内的新能源汽车产业。当我们立足当下，回望过去，马斯克和特斯拉造车中，“4小时朋友圈”的造富故事仍旧为人津津乐道。2017年，特斯拉超级工厂落户上海临港。进入特斯拉供应链的，首先是“宁波帮”：提供汽车电子的，是宁波华翔；提供传感器的，是宁波均胜……而给特斯拉提供电池的，是宁德时代和LG化学在溧阳、南京的新建工厂。特斯拉Model 3的零部件国产化率已超过90%，大部分供应商都来自江浙沪包邮区。这说明了一个事实：长三角城市群在汽车产业链上高效协同。据此前的统计，全球汽车零部件Top10中，9家的中国总部都在上海，上海汽车光零部件产值有8000亿。就拿汽车行业紧缺的芯片来说，上海是供应主力，芯片产业规模占全国1/4、集聚超过700家行业重点企业。硬实力加软环境，让马斯克再次狂赌上海。就在上个月，马斯克带来了他的诚意，美国本土外第一座储能超级工厂再次落户上海临港。马斯克钟情于上海，换个角度看，是离不开。3、中国最需要“企业家精神”，需要实干的人李强和马斯克两个截然不同的人，有着同样的执着。李强坚持“吃改革饭、走开放路”，重视民营经济，力推新能源产业。马斯克是个狂热的新能源信徒，宣称要改变世界。这个世界上，从来不缺乏梦想，缺的是脚踏实地，把梦想变成现实的人。汉代王符在《潜夫论·叙录》中曾说，大人不华，君子务实。意思是说，君子要求真务实，不要夸夸其谈。李强和马斯克，一个是政府高层，一个是企业家，但他们有着同一个身份——实干家，身上有着共同的特质就是务实。空谈误国、实干兴邦。在上海主政期间，网上关于“上海错失了互联网机遇”的言论甚嚣尘上。李强十分关注，在他看来，网上议论恰恰是“人们对上海的关心和期盼”。凡是过往，皆为序章。李强十分接地气，自称是“老网民”。他说：“大家都在讨论上海有没有BAT，阿里巴巴全球也就只有一个，感叹这个不如去发现和培养成长性好的科技企业，特别是中小企业，让产业政策、人才政策更多关注这些优秀企业。”这是李强一贯的务实作风。上海无需也不应该有过多不必要的纠结，当务之急是瞄准未来优势，精准发力。近几年以来，妖魔化民营经济的言论时有发生，甚至颇有市场，企业家群体也成为众矢之，有些人的人格甚至受到社会怀疑。信心比黄金更重要，多年的执政生涯，李强可以说是最懂企业家的人之一。在他任职的浙江、江苏等地，有一个鲜明的特征，就是民营经济较为发达，而他最常做的事情是调研。“民营经济一定大有可为！”李强多次强调过。2023年3月11日，李强就任国务院总理。在总理记者会上，他说，自己长期在民营经济比较发达的地方工作，有很多机会接触民营企业家、与他们交流学习，对他们发展中的一些期盼和遇到的一些困难比较了解。李强说，坚持“两个毫不动摇”是我国基本经济制度的重要内容，是长久之策，过去没有变，以后更不会变。在熊彼特的经济学理论中，“企业家”是推动经济发展的唯一主体。这句话在全世界都是通用的。而企业家精神不仅存在于企业中，政府同样需要企业家理念，敢闯敢试、敢于改革，说的就是企业家理念。同样在记者会上，李强说，政府改革要真正做有创造力的执行者，大兴调研之风。”没有调查，就没有发言权“，因为长期在地方工作，他有一个很深的感受：坐在办公室碰到的都是问题，深入基层看到的全是办法。他说高手在民间，到基层去，问需于民、问计于民。作为世界级的企业家，马斯克本人也是个实干家。1995年前后，当李强在浙江任民政厅副厅长时，马斯克还在沃顿商学院求学，他是个狂热的新能源信徒，对电动汽车产品兴趣浓厚，甚至于写了篇论文，探讨如何用超级电容存储能源。当年卖掉Paypal就足以让他成为亿万富翁，潇洒享受人生了。但他却进入了完全陌生的领域，处处碰壁，他坚定地认为“自己的人生使命是拯救人类”。他的大学室友阿迪奥·雷西曾用“疯狂创业者”来形容他，只要他看好的，他会一直前进，直到达到目标。大到一个国家的治理，小到企业的经营管理，就是一个不断出现问题、解决问题的过程。面对逆境和困难时，李强总理说，中国人从来没有被任何困难压倒。他们那一代人，从小就听大禹治水、愚公移山、精卫填海等故事，哪一个不是筚路蓝缕、披荆斩棘。李强力挺“四千精神”，走遍千山万水、说尽千言万语、想尽千方百计、吃尽千辛万苦，四千精神是企业家群体的精神图腾，作为CEO，马斯克最重要的特质或许是他克服逆境的能力，他最喜欢的是丘吉尔的名言：“如果你正在地狱穿行，那就继续前进。”Model S投产时，马斯克在工厂车间里放了张办公桌，他解释说：“如果你在打仗，冲在前线比坐镇后方要好得多。坐镇后方的将军会打败仗。”这样的精神甚至传导到特斯拉的二号人物朱晓彤身上，为了恢复产能，他曾在工厂里睡了两个月。对目标执着、坚定不移地干下去、敢于克服逆境，李强和马斯克身上有着同样珍贵的企业家精神。4、结语改革开放45年，中国成为全球第二大经济体，从来就不是一蹴而就。正如马斯克的超级工厂的落地，离不开李强，但也离不开很多高瞻远瞩的人物。比如万钢，时任中国科技部部长，在美国硅谷，万钢第一次试驾了特斯拉刚刚推出的第一辆双门电动跑车，他痴迷于研究电动车，被西方誉为中国电动车之父。比如当年的国务院副总理汪洋，在《汽车产业中长期发展规划》发布后，与马斯克会晤 。而在与前任总理李克强的会晤中，马斯克将特斯拉开到了紫光阁，拿到了“中国绿卡”。在那里，他说：“我希望能把特斯拉上海工厂打造成全球范例。”“我非常热爱中国，愿意多到这里来。”这个想法已然变成了现实。产业兴，则国兴；产业强，则国强，是一个国家经济发展的真实写照，这个过程离不开一代又一代人的努力。功成不必在我，功成必定有我。前人栽树，后人乘凉。就是因为有这个信念在，中华民族伟大复兴才不是梦。不必着急，时间自会为你证明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300585042329912,"gmtCreate":1714404491676,"gmtModify":1714404492936,"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457751801309024","idStr":"3457751801309024"},"themes":[],"htmlText":"<a 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先空后多，今天的特斯拉动能十足～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233657433337864","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218714226696472,"gmtCreate":1694421012200,"gmtModify":1694421013344,"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457751801309024","idStr":"3457751801309024"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218714226696472","repostId":"218647083290672","repostType":1,"repost":{"id":218647083290672,"gmtCreate":1694414932082,"gmtModify":1694494003287,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"摩根士丹利：受益于Dojo超算，特斯拉股价将飙升至400美元","htmlText":"大摩分析师在一份报告中指出，Dojo超级计算机可以开辟“新的潜在市场”，就像AWS为亚马逊所做的那样。 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Haigian在一份报告中指出，Dojo可以开辟“新的潜在市场”，就像AWS为亚马逊所做的那样。分析师将特斯拉评级从“持有”上调至“超配”。同时，将未来12个月目标价从250美元上调至400美元，成为华尔街投行给出的最高价。特斯拉股价今年已经翻了一倍，上周五收盘价为248.50美元。我们相信Dojo可以代表市场的下一步变化对特斯拉的看法。 Dojo 强调 Tesla 的 3 个核心能力：1) 速度，2) 性能，3) 成本。 短期内，我们相信Dojo 可以加速 Tesla 的开发和货币化软件和服务业务。 从长远来看，我们看到了 Dojo 的发展空间为特斯拉的软件和硬件功能提供途径远远超出了汽车行业。如果 Dojo 可以帮助汽车“看见”，以及“反应”，还有哪些其他市场可以开放？ 考虑任何设备位于边缘的摄像头可以根据其情况做出实时决策视野。Tesla 估计 Dojo 可以比当前节省 6 倍的成本，最先进的 GPU 替代品。 根据我们的计算，当比较特斯拉在同等计算上的支出时，NVDIA 和 Dojo 有潜力为以下行业节省约 65 亿美元的成本特斯拉在未来几年内将达到公司既定目标，目标是在 10 月份之前大幅增加内部计算能力，2024 年（达到 100 exaFLOP）。这是通过建立一个目的来实现的，内部半导体和人工智能技术堆栈。 Dojo投入运营。今年 7 月，我们相信持续推出和随后的公司公告将为投资者欣赏","text":"大摩分析师在一份报告中指出，Dojo超级计算机可以开辟“新的潜在市场”，就像AWS为亚马逊所做的那样。 $特斯拉(TSLA)$摩根士丹利表示，通过更快地采用机器人出租车和网络服务，特斯拉的Dojo超级计算机可能会为该公司市值增加多达5000亿美元。大摩分析师Adam Jonas和Daniela M Haigian在一份报告中指出，Dojo可以开辟“新的潜在市场”，就像AWS为亚马逊所做的那样。分析师将特斯拉评级从“持有”上调至“超配”。同时，将未来12个月目标价从250美元上调至400美元，成为华尔街投行给出的最高价。特斯拉股价今年已经翻了一倍，上周五收盘价为248.50美元。我们相信Dojo可以代表市场的下一步变化对特斯拉的看法。 Dojo 强调 Tesla 的 3 个核心能力：1) 速度，2) 性能，3) 成本。 短期内，我们相信Dojo 可以加速 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