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就是jasper呀
07-15
$小鹏汽车-W(09868)$
关于小鹏汽车转向纯视觉方案的一些看法,小鹏采用跟随策略(特斯拉)是有很大风险的。 一方面,从激光转向纯视觉方案说明小鹏在解决智能驾驶的方案选择上缺乏一贯性。目前阶段还无法判断纯视觉和激光方案哪种更优,但频繁的方案转向容易导致老车主感到不满,因为新的软件方案不一定能够兼容老硬件。 另一方面,缺乏车辆规模效应的小鹏押宝智能驾驶方案难以形成护城河。未来智能驾驶的竞争取决于训练数据的质量和潜在客户规模(多少人为智驾能力买单),这与现有车辆规模密切相关。其他已拥有大量驾驶数据的企业(如滴滴、比亚迪)在进入智能驾驶领域后,可能会实现弯道超车,这源于未来开源模型可能会井喷,优质驾驶训练数据会成为护城河。
就是jasper呀
07-10
$百度集团-SW(09888)$
另外一个观点,成本20万一辆萝卜快跑的重资产运营模式,不会是好的自动驾驶盈利增长模式。只有类似Tesla近200万辆/年的车辆交付规模,才有可能成就FSD技术的几何式增长。百度自动驾驶的投入产出比恐怕不高。
就是jasper呀
07-10
$百度集团-SW(09888)$
中国实现无人驾驶的不会是百度,没有规模化的车辆和数据,没有网约车运营的基础。滴滴和主机厂更容易走出来,完全可以独立通过模型训练取得成功。
就是jasper呀
07-01
$特斯拉(TSLA)$
兄弟们知道销量啥时候出吗?
就是jasper呀
06-11
等Musk薪水发下来,情况就不一样了
贝索斯超越LV老板,再次问鼎全球首富,马斯克“退居”第三
就是jasper呀
06-03
$伯克希尔(BRK.A)$
有兄弟买到了吗
就是jasper呀
05-21
$小鹏汽车(XPEV)$
这个味道对[财迷]
就是jasper呀
05-21
$小鹏汽车(XPEV)$
这个时候了还未盈利,怎么好意思上涨[汗颜]
就是jasper呀
03-25
$波音(BA)$
想过会反弹,没想到是因为CEO辞职[捂脸]
就是jasper呀
03-25
$百度集团-SW(09888)$
苹果采用百度AI API接口的一些看法,我是悲观的。 * 苹果做AI的愿景和百度不符。苹果倾向于通过终端集成的方式解决AI模型的问题,这也是SIRI现在转型的方向,那么由百度通过API接口方式进行合作,不符合苹果的需求。 * 解决方案不理想。如果真的需要通过AI解决iPhone销量问题,那直接通过多方开发APP的方式,比与百度进行战略合作解决问题来的更可靠,联合研发并不会给苹果更好的AI体验,甚至可能带来用户体验的下降。
就是jasper呀
03-25
$理想汽车-W(02015)$
MEGA卖的再差,理想也是已经盈利的企业,不担心不反弹。
就是jasper呀
03-20
$小鹏汽车-W(09868)$
这波上涨没看懂[惊讶]
就是jasper呀
03-14
$小鹏汽车-W(09868)$
无论从销量还是技术的突破上,都难看到盈利的可能性,财报很难有新的突破。
就是jasper呀
2020-05-07
$特斯拉(TSLA)$
近期有4月的交付报告吗?
就是jasper呀
2020-04-18
服输[梭哈]
就是jasper呀
2020-03-27
$三倍做空原油ETN(DWT)$
已经不允许做空了?
就是jasper呀
2020-03-06
$Zoom(ZM)$
太硬了吧。。。不合理
就是jasper呀
2020-03-01
$吉利德科学(GILD)$
期权意外行权空了800手。。。周一会崩盘吗。。。
就是jasper呀
2020-02-26
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
为什么做空的保证金比例会不断变的?不是30%?为什么突然需要2倍的保证金?
就是jasper呀
2020-02-13
$NQ100指数主连(NQmain)$
是武汉的事这么大影响吗
去老虎APP查看更多动态
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</a>另外一个观点,成本20万一辆萝卜快跑的重资产运营模式,不会是好的自动驾驶盈利增长模式。只有类似Tesla近200万辆/年的车辆交付规模,才有可能成就FSD技术的几何式增长。百度自动驾驶的投入产出比恐怕不高。","text":"$百度集团-SW(09888)$ 另外一个观点,成本20万一辆萝卜快跑的重资产运营模式,不会是好的自动驾驶盈利增长模式。只有类似Tesla近200万辆/年的车辆交付规模,才有可能成就FSD技术的几何式增长。百度自动驾驶的投入产出比恐怕不高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325977298190456","isVote":1,"tweetType":1,"viewCount":12487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463967422875748","authorId":"3463967422875748","name":"就是jasper呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"可惜了,只赚了sp的钱","text":"可惜了,只赚了sp的钱","html":"可惜了,只赚了sp的钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325940385132656,"gmtCreate":1720576968506,"gmtModify":1720580214226,"author":{"id":"3463967422875748","authorId":"3463967422875748","name":"就是jasper呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a><v-v data-views=\"0\"></v-v> 中国实现无人驾驶的不会是百度,没有规模化的车辆和数据,没有网约车运营的基础。滴滴和主机厂更容易走出来,完全可以独立通过模型训练取得成功。","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a><v-v data-views=\"0\"></v-v> 中国实现无人驾驶的不会是百度,没有规模化的车辆和数据,没有网约车运营的基础。滴滴和主机厂更容易走出来,完全可以独立通过模型训练取得成功。","text":"$百度集团-SW(09888)$ 中国实现无人驾驶的不会是百度,没有规模化的车辆和数据,没有网约车运营的基础。滴滴和主机厂更容易走出来,完全可以独立通过模型训练取得成功。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325940385132656","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322929042554952,"gmtCreate":1719849109910,"gmtModify":1719849111398,"author":{"id":"3463967422875748","authorId":"3463967422875748","name":"就是jasper呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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兄弟们知道销量啥时候出吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322929042554952","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490089136678478","authorId":"3490089136678478","name":"月惮","avatar":"https://static.tigerbbs.com/83af1b948bbcc6ce0732a490fba07959","crmLevel":2,"crmLevelSwitch":0},"content":"七月二日公布交付量","text":"七月二日公布交付量","html":"七月二日公布交付量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315748941897896,"gmtCreate":1718117974189,"gmtModify":1718117976279,"author":{"id":"3463967422875748","authorId":"3463967422875748","name":"就是jasper呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"等Musk薪水发下来,情况就不一样了","listText":"等Musk薪水发下来,情况就不一样了","text":"等Musk薪水发下来,情况就不一样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315748941897896","repostId":"1197584329","repostType":4,"repost":{"id":"1197584329","pubTimestamp":1718116490,"share":"https://www.laohu8.com/m/news/1197584329?lang=&edition=full","pubTime":"2024-06-11 22:34","market":"us","language":"zh","title":"贝索斯超越LV老板,再次问鼎全球首富,马斯克“退居”第三","url":"https://stock-news.laohu8.com/highlight/detail?id=1197584329","media":"新浪美股","summary":"当前,贝索斯的净资产为2090亿美元。","content":"<html><head></head><body><p> 今日,亚马逊创始人杰夫·贝索斯(Jeff Bezos )再次成为全球首富。</p><p style=\"text-align: start;\"> 贝索斯今日取代了法国奢侈品巨头LVMH老板伯纳德·阿尔诺(Bernard Arnault),在全球富豪500强排名中位居首位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e908e41e99cf343e57b8f4f200a3c09\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"215\"/></p><p style=\"text-align: start;\"> 当前,贝索斯的净资产为2090亿美元。自今年年初以来,随着亚马逊股价上涨近25%,他的财富增加了320亿美元。</p><p style=\"text-align: start;\"> 相比之下,阿尔诺的净资产为2080亿美元,排名第二。特斯拉CEO埃隆·马斯克位居第三,净资产为2000亿美元。今年以来,马斯克的净资产已缩水287亿美元。</p><p style=\"text-align: start;\"> 此外,Meta CEO马克·扎克伯格(Mark Zuckerberg)位居第四,净资产1790亿美元。比尔·盖茨排名第六,净资产为1540亿美元。沃伦·巴菲特位居第十,今年以来净资产减少了近10亿美元。</p></body></html>","source":"xlmg","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>贝索斯超越LV老板,再次问鼎全球首富,马斯克“退居”第三</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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href=https://finance.sina.com.cn/stock/usstock/c/2024-06-11/doc-inaykqrx8151896.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日,亚马逊创始人杰夫·贝索斯(Jeff Bezos )再次成为全球首富。 贝索斯今日取代了法国奢侈品巨头LVMH老板伯纳德·阿尔诺(Bernard Arnault),在全球富豪500强排名中位居首位。 当前,贝索斯的净资产为2090亿美元。自今年年初以来,随着亚马逊股价上涨近25%,他的财富增加了320亿美元。 相比之下,阿尔诺的净资产为2080亿美元,排名第二。特斯拉CEO埃隆·马斯克...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-06-11/doc-inaykqrx8151896.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/09dcab47335b8ae75b1a72cadf884fc8","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-06-11/doc-inaykqrx8151896.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197584329","content_text":"今日,亚马逊创始人杰夫·贝索斯(Jeff Bezos )再次成为全球首富。 贝索斯今日取代了法国奢侈品巨头LVMH老板伯纳德·阿尔诺(Bernard Arnault),在全球富豪500强排名中位居首位。 当前,贝索斯的净资产为2090亿美元。自今年年初以来,随着亚马逊股价上涨近25%,他的财富增加了320亿美元。 相比之下,阿尔诺的净资产为2080亿美元,排名第二。特斯拉CEO埃隆·马斯克位居第三,净资产为2000亿美元。今年以来,马斯克的净资产已缩水287亿美元。 此外,Meta CEO马克·扎克伯格(Mark Zuckerberg)位居第四,净资产1790亿美元。比尔·盖茨排名第六,净资产为1540亿美元。沃伦·巴菲特位居第十,今年以来净资产减少了近10亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312945580024064,"gmtCreate":1717424884488,"gmtModify":1717424885574,"author":{"id":"3463967422875748","authorId":"3463967422875748","name":"就是jasper呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 有兄弟买到了吗","listText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 有兄弟买到了吗","text":"$伯克希尔(BRK.A)$ 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