牛哥2024的个人主页 - 老虎社区

牛哥2024

牛哥2024

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IP属地：陕西

155关注

3粉丝

36主题

0勋章

04-10

$二倍做空富时中国50ETF-ProShares(FXP)$

03-11

亏了一万多$持有英伟达和特斯拉，累计亏4万，模拟盘

03-07

居里夫人，苏姿丰，凯瑟琳.武德，卡马拉.哈里斯，希达尔.撒切尔

，不过不喜欢哈里斯，一个小三上位的总统，这也可能是美国文化，高层之间博弈，只看结果，不顾德行，过程和手段。

02-28

$英伟达(NVDA)$ 做多。虽然AI泡沫暂时破灭，美国债务问题难解，制造业回归遥远，美国除了高科技半导体，AI等领先的头寸，还有什么？所以最终无路可逃的资金还会重回英伟达。毕竟从业绩，小英子看仍然是优质资产，不然哪？

02-19

deepseek的低成本和来源，其实是让更多的公司看到了参与AI军备竞赛的机会，导致了俗全球企业国家与企业参与，all in AI。各行业All in。好像成了国家与国家，行业与行业，企业与企业之间的军备竞赛。硬件需求量大增是无疑的。英伟达也介入deepseek是对AI革命的支持和认可。

英伟达股价几乎从DeepSeek暴跌中恢复，这个被忽视的原因功不可没

02-11

人工智能芯片龙头股有哪些

02-07

$比亚迪ADR(BYDDY)$ 上半年刀片电池2发布，充电一次，跑1000公里，充电速度提高两倍。看好

02-05

$英伟达(NVDA)$ 卖铲子的跟人工智能有嘛关系，系统缩小了可以卖低端芯片，系统庞大了卖高速芯片就好了。

02-05

$英伟达(NVDA)$ 买入英伟达

02-04

00左脚买，右肩卖，不追高，快止损。

01-30

$三倍做多富时中国ETF-Direxion(YINN)$

01-27

$英伟达(NVDA)$ 早晨买入英伟达，浮赢1600刀[怒][嘻嘻] 个人感觉情绪价值研究永远是在股市套利的机会研究的前提。英伟大也一样

01-17

$特朗普媒体科技集团(DJT)$ 我下注，支持特不靠谱，让美利坚不坚不坚不

管它美利坚，我只看到美园。

2024-12-30

$波音(BA)$ 必须做空

2024-12-30

据业内人士报道Max是更改了设计图，而没有重新飞行验收。只是采用前一版本的飞行测试数据通过验收审核。然而因为设计更改，导致飞机重心前移。中国一架飞机失事就是这个原因。说明波音对待技术状态的更该，并没有做极其严格的验证。为节约成本，简化流程。置乘客安全于不顾，波音这家靠政府补贴的公司，质量不可靠的离谱。不知道韩国这架飞机是不是更改型。波音飞机搭乘前要小心。买波音股票要小心。

一周三次，包括韩国史上最大空难之一！为何都是“波音737-800”？

2024-12-30

$波音(BA)$ 做空大好时机。一天三架出问题，韩国懂得。

2024-12-17

$比亚迪ADR(BYDDY)$ 看多

2024-11-22

$拼多多(PDD)$ **管理层PUA自己公司。让华尔街做空。

2024-11-05

看好陆地航母，小鹏加油！

小鹏汽车们不讲武德？周鸿祎激辩何小鹏：新能源车叫不叫创新？

2024-11-01

$台积电(TSM)$ 调整到位了

去老虎APP查看更多动态

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股价周二再度上涨，投资者有更多理由相信，DeepSeek人工智能平台带来的所谓威胁被夸大了。英伟达股价周二上涨0.4%，并在连续三天的涨势中累计攀升6.9%。目前，该股已从DeepSeek威胁首次曝光后遭受的抛售中回升了约90%——这一威胁导致英伟达股价在1月27日暴跌17%，并在2月3日之前累计下跌18.2%。他重申了对英伟达股票的“买入”评级，并给出了190美元的目标价，这意味着相对于当前水平有大约35%的上行空间。","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (Nvidia Corp.)股价周二再度上涨，投资者有更多理由相信，DeepSeek人工智能平台带来的所谓威胁被夸大了。</p><p style=\"text-align: start;\">美国银行证券(BofA Securities)分析师维韦克·阿里亚(Vivek Arya)表示，尽管华尔街仍在争论DeepSeek公司“夸大”的降低人工智能开发成本说法的影响，但新的增加人工智能支出的计划不断涌现。</p><p>美国银行证券(BofA Securities)分析师Vivek Arya表示，尽管华尔街仍在争论DeepSeek 使得AI开发成本更低的影响，但不断涌现的增加AI支出计划正持续提振市场情绪。</p><p style=\"text-align: start;\">英伟达股价周二上涨0.4%，并在连续三天的涨势中累计攀升6.9%。目前，该股已从DeepSeek威胁首次曝光后遭受的抛售中回升了约90%——这一威胁导致英伟达股价在1月27日暴跌17%，并在2月3日之前累计下跌18.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14e27545f3225cffca72aa59846337d4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Arya指出，全球投资者可能还忽视了上周在巴黎举行的AI行动峰会上，欧洲委员会宣布将投资2000亿欧元（约合2092亿美元）用于AI基础设施建设，其中包括20亿欧元用于AI超级工厂的消息。</p><p>峰会上，法国还宣布将有1090亿欧元的私人投资投入到AI基础设施和部署项目中。</p><p>Arya在周二给客户的报告中写道，这些来自欧洲的公告表明，“与DeepSeek相关的人工智能模型优化在近中期内不会带来明显的风险。”</p><p><strong>他重申了对英伟达股票的“买入”评级，并给出了190美元的目标价，这意味着相对于当前水平有大约35%的上行空间。</strong></p><p>尽管DeepSeek曾引发担忧，认为其股价在2024年飙升171%、2023年飙升239%之后，可能被高估，但Arya写道：</p><blockquote><p>“我们认为，英伟达作为一个‘计算平台’相比仅生产芯片的同行，凭借其一贯的硬件与软件优化能力，非常适应快速变化的AI环境。”</p></blockquote><p>今年以来，英伟达股价已上涨3.8%，而 <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> （SOX）则上涨了5.4%， <a href=\"https://laohu8.com/S/.SPX\">标普500</a> （SPX）上涨了4.2%。</p><p><em>文章源自MarketWatch《Nvidia’s stock is climbing again, and this overlooked reason is helping》</em></p></body></html>","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\" 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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英伟达股价几乎从DeepSeek暴跌中恢复，这个被忽视的原因功不可没\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\">2025-02-19 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (Nvidia Corp.)股价周二再度上涨，投资者有更多理由相信，DeepSeek人工智能平台带来的所谓威胁被夸大了。</p><p style=\"text-align: start;\">美国银行证券(BofA Securities)分析师维韦克·阿里亚(Vivek Arya)表示，尽管华尔街仍在争论DeepSeek公司“夸大”的降低人工智能开发成本说法的影响，但新的增加人工智能支出的计划不断涌现。</p><p>美国银行证券(BofA Securities)分析师Vivek Arya表示，尽管华尔街仍在争论DeepSeek 使得AI开发成本更低的影响，但不断涌现的增加AI支出计划正持续提振市场情绪。</p><p style=\"text-align: start;\">英伟达股价周二上涨0.4%，并在连续三天的涨势中累计攀升6.9%。目前，该股已从DeepSeek威胁首次曝光后遭受的抛售中回升了约90%——这一威胁导致英伟达股价在1月27日暴跌17%，并在2月3日之前累计下跌18.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14e27545f3225cffca72aa59846337d4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Arya指出，全球投资者可能还忽视了上周在巴黎举行的AI行动峰会上，欧洲委员会宣布将投资2000亿欧元（约合2092亿美元）用于AI基础设施建设，其中包括20亿欧元用于AI超级工厂的消息。</p><p>峰会上，法国还宣布将有1090亿欧元的私人投资投入到AI基础设施和部署项目中。</p><p>Arya在周二给客户的报告中写道，这些来自欧洲的公告表明，“与DeepSeek相关的人工智能模型优化在近中期内不会带来明显的风险。”</p><p><strong>他重申了对英伟达股票的“买入”评级，并给出了190美元的目标价，这意味着相对于当前水平有大约35%的上行空间。</strong></p><p>尽管DeepSeek曾引发担忧，认为其股价在2024年飙升171%、2023年飙升239%之后，可能被高估，但Arya写道：</p><blockquote><p>“我们认为，英伟达作为一个‘计算平台’相比仅生产芯片的同行，凭借其一贯的硬件与软件优化能力，非常适应快速变化的AI环境。”</p></blockquote><p>今年以来，英伟达股价已上涨3.8%，而 <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> （SOX）则上涨了5.4%， <a href=\"https://laohu8.com/S/.SPX\">标普500</a> （SPX）上涨了4.2%。</p><p><em>文章源自MarketWatch《Nvidia’s stock is climbing again, and this overlooked reason is helping》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c71798eaeec67b848fd6af8f9d109cbf","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129794109","content_text":"英伟达 (Nvidia Corp.)股价周二再度上涨，投资者有更多理由相信，DeepSeek人工智能平台带来的所谓威胁被夸大了。美国银行证券(BofA Securities)分析师维韦克·阿里亚(Vivek Arya)表示，尽管华尔街仍在争论DeepSeek公司“夸大”的降低人工智能开发成本说法的影响，但新的增加人工智能支出的计划不断涌现。美国银行证券(BofA Securities)分析师Vivek Arya表示，尽管华尔街仍在争论DeepSeek 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必须做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387290263839280","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387288815595912,"gmtCreate":1735594384151,"gmtModify":1735594386931,"author":{"id":"3479661692102334","authorId":"3479661692102334","name":"牛哥2024","avatar":"https://static.tigerbbs.com/ef5a600ff75acf5f4d5aa52bae7defd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479661692102334","idStr":"3479661692102334"},"themes":[],"htmlText":"据业内人士报道Max是更改了设计图，而没有重新飞行验收。只是采用前一版本的飞行测试数据通过验收审核。然而因为设计更改，导致飞机重心前移。中国一架飞机失事就是这个原因。说明波音对待技术状态的更该，并没有做极其严格的验证。为节约成本，简化流程。置乘客安全于不顾，波音这家靠政府补贴的公司，质量不可靠的离谱。不知道韩国这架飞机是不是更改型。波音飞机搭乘前要小心。买波音股票要小心。","listText":"据业内人士报道Max是更改了设计图，而没有重新飞行验收。只是采用前一版本的飞行测试数据通过验收审核。然而因为设计更改，导致飞机重心前移。中国一架飞机失事就是这个原因。说明波音对待技术状态的更该，并没有做极其严格的验证。为节约成本，简化流程。置乘客安全于不顾，波音这家靠政府补贴的公司，质量不可靠的离谱。不知道韩国这架飞机是不是更改型。波音飞机搭乘前要小心。买波音股票要小心。","text":"据业内人士报道Max是更改了设计图，而没有重新飞行验收。只是采用前一版本的飞行测试数据通过验收审核。然而因为设计更改，导致飞机重心前移。中国一架飞机失事就是这个原因。说明波音对待技术状态的更该，并没有做极其严格的验证。为节约成本，简化流程。置乘客安全于不顾，波音这家靠政府补贴的公司，质量不可靠的离谱。不知道韩国这架飞机是不是更改型。波音飞机搭乘前要小心。买波音股票要小心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387288815595912","repostId":"2495540365","repostType":2,"repost":{"id":"2495540365","kind":"news","pubTimestamp":1735522421,"share":"https://www.laohu8.com/m/news/2495540365?lang=&edition=full","pubTime":"2024-12-30 09:33","market":"us","language":"zh","title":"一周三次，包括韩国史上最大空难之一！为何都是“波音737-800”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2495540365","media":"华尔街见闻","summary":"737-800系列是更现代化的737 Max的前身。737 Max曾在五年前发生两起致命事故，导致在全球范围内停飞。","content":"<html><head></head><body><p>过去一周，绝对算得上是全球航空界的“黑色一周”。</p><p><strong>除了可能因撞上鸟群导致起落架无法放下</strong>的韩国史上最严重坠机事件之一，甚至还有另外两起重大航空安全事故。而矛头全部指向同一机型，那就是—<a href=\"https://laohu8.com/S/BA\">波音</a>737-800！</p><p>其中，甚至在韩国空难的第二天，韩国济州航空<strong>又一架同型号波音客机因起落架故障</strong>出现异常在起飞后不久折返，最终成功降落。</p><p><strong>或许大家对737-800不太熟悉，但是它是知名737 Max的前身。而737 Max曾在五年前发生两起致命事故，导致在全球范围内停飞。</strong></p><h2 id=\"id_1598335608\">事件梳理</h2><p><strong>1、12月29日，一架波音737-800客机在韩国全罗南道的务安机场着陆时偏离跑道并发生爆炸。</strong>机上有175名乘客和6名机组人员，共181人。韩国全罗南道消防本部称，除救出的2名机组人员外，预计事故其余人员全部遇难。</p><p>韩国《中央日报》援引警方和消防部门消息说，初步推测飞机撞上鸟群导致起落架无法放下。韩联社说，降落过程中起落架发生故障，随后飞机在试图机身着陆时偏离跑道、撞上机场围墙，导致起火。</p><p><strong>2、同日，荷兰皇家航空公司的一架波音737-800在挪威因液压系统故障紧急降落。</strong>该航班原计划从奥斯陆飞往阿姆斯特丹，但被改道至桑德菲尤尔机场。飞机虽然成功着陆，但冲出18号跑道并停在草地上，差一点进入其他跑道，幸好机上182人包括机组成员均未受伤，目前正在接受观察。</p><p>航空公司在官方声明中表示，该航班在起飞过程中，机上听到一声巨响。</p><p><strong>3、30日早上，韩国济州航空又一架同型号波音客机因起落架故障出现异常在起飞后不久折返，最终成功降落。</strong></p><h2 id=\"id_1509406408\">在全球在役客机中，15%是波音737-800，是737 Max的前身</h2><p>根据航空数据提供商Cirium的统计，<strong>全球约有2.8万架客机在役，其中约15%，即4400架是波音737-800。这款飞机属于波音下一代737系列，是更现代化的737 Max的前身。后者曾在五年前发生两起致命事故，导致在全球范围内停飞。</strong></p><p>Cirium的数据显示，全球近200家航空公司使用737-800。自1998年以来，波音已向客户交付约5000架。</p><p>目前，全球737-800机队的机龄从约5年到超过27年不等。一架保养良好的客机可以飞行20至30年，甚至更久。根据飞行追踪网站Flightradar24的数据，坠毁的飞机已有15年机龄。最早运营该飞机的是欧洲的瑞安航空，2017年通过SMBC航空资本租赁给韩国济州航空。</p><p>南加州大学工程学教授Najmedin Meshkati表示，737-800系列的起落架设计精良，具有可靠的历史记录。<strong>但如果保养不善，可能会导致起落架无法正常展开。</strong></p><p><strong>然而Meshkati等航空专家提醒，不要急于对这类事件下结论。航空事故通常由多个因素共同导致，深入调查可能需要数年时间才能揭示真相。</strong></p><h2 id=\"id_618451524\">波音“雪上加霜”</h2><p>今年重大安全事故的连续发生，将波音一次次拖入舆论漩涡中。<strong>公开信息显示，过去一年多，波音737-800就涉及多起起落架异常引起的事故：</strong></p><blockquote><p>2024年10月11日，印度快运航空一架737-800发生液压故障，致使起落架无法收回，不得不返航。</p><p>2024年5月9日，土耳其科伦登航空公司的737-800降落时前起落架轮胎爆胎。</p><p>今年1月初，韩国德威航空一架波音737-800客机在仁川机场着陆前，也因撞鸟造成右引擎起火。最终，客机成功着陆，机上122人无人受伤。</p><p>同样在1月，阿拉斯加航空公司波音737 MAX 9 的门塞爆裂，导致失控减压，勉强避免了另一起致命事故。</p></blockquote><p>甚至在今年3月，揭露波音安全问题的“吹哨人”突然身亡，更是引发外界对波音质量问题的关注。从2010年起， Barnett在北查尔斯顿工厂担任质量经理，该工厂负责生产波音787客机。2019年， Barnett向媒体爆料，压力过大的工人故意在生产线上给飞机安装不合标准的零部件。</p><p><strong>种种因素导致今年波音订单情况受到重创。</strong>根据 Forecast International 的数据，今年的前9个月，波音向客户交付了291架飞机，而其竞争对手空客则交付了497架飞机，波音的交付数量仅为空客的一半多。</p></body></html>","source":"wallstreetcn_hot_news","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>一周三次，包括韩国史上最大空难之一！为何都是“波音737-800”？</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; margin-bottom:.6em; 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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一周三次，包括韩国史上最大空难之一！为何都是“波音737-800”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3738008><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一周，绝对算得上是全球航空界的“黑色一周”。除了可能因撞上鸟群导致起落架无法放下的韩国史上最严重坠机事件之一，甚至还有另外两起重大航空安全事故。而矛头全部指向同一机型，那就是—波音737-800！其中，甚至在韩国空难的第二天，韩国济州航空又一架同型号波音客机因起落架故障出现异常在起飞后不久折返，最终成功降落。或许大家对737-800不太熟悉，但是它是知名737 Max的前身。而737 Max曾...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3738008\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47316f8234e43b88a782018272717095","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4516":"特朗普概念","BK4588":"碎股","BK4564":"太空概念","BK4187":"航天航空与国防","BA":"波音","BK4551":"寇图资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3738008","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495540365","content_text":"过去一周，绝对算得上是全球航空界的“黑色一周”。除了可能因撞上鸟群导致起落架无法放下的韩国史上最严重坠机事件之一，甚至还有另外两起重大航空安全事故。而矛头全部指向同一机型，那就是—波音737-800！其中，甚至在韩国空难的第二天，韩国济州航空又一架同型号波音客机因起落架故障出现异常在起飞后不久折返，最终成功降落。或许大家对737-800不太熟悉，但是它是知名737 Max的前身。而737 Max曾在五年前发生两起致命事故，导致在全球范围内停飞。事件梳理1、12月29日，一架波音737-800客机在韩国全罗南道的务安机场着陆时偏离跑道并发生爆炸。机上有175名乘客和6名机组人员，共181人。韩国全罗南道消防本部称，除救出的2名机组人员外，预计事故其余人员全部遇难。韩国《中央日报》援引警方和消防部门消息说，初步推测飞机撞上鸟群导致起落架无法放下。韩联社说，降落过程中起落架发生故障，随后飞机在试图机身着陆时偏离跑道、撞上机场围墙，导致起火。2、同日，荷兰皇家航空公司的一架波音737-800在挪威因液压系统故障紧急降落。该航班原计划从奥斯陆飞往阿姆斯特丹，但被改道至桑德菲尤尔机场。飞机虽然成功着陆，但冲出18号跑道并停在草地上，差一点进入其他跑道，幸好机上182人包括机组成员均未受伤，目前正在接受观察。航空公司在官方声明中表示，该航班在起飞过程中，机上听到一声巨响。3、30日早上，韩国济州航空又一架同型号波音客机因起落架故障出现异常在起飞后不久折返，最终成功降落。在全球在役客机中，15%是波音737-800，是737 Max的前身根据航空数据提供商Cirium的统计，全球约有2.8万架客机在役，其中约15%，即4400架是波音737-800。这款飞机属于波音下一代737系列，是更现代化的737 Max的前身。后者曾在五年前发生两起致命事故，导致在全球范围内停飞。Cirium的数据显示，全球近200家航空公司使用737-800。自1998年以来，波音已向客户交付约5000架。目前，全球737-800机队的机龄从约5年到超过27年不等。一架保养良好的客机可以飞行20至30年，甚至更久。根据飞行追踪网站Flightradar24的数据，坠毁的飞机已有15年机龄。最早运营该飞机的是欧洲的瑞安航空，2017年通过SMBC航空资本租赁给韩国济州航空。南加州大学工程学教授Najmedin Meshkati表示，737-800系列的起落架设计精良，具有可靠的历史记录。但如果保养不善，可能会导致起落架无法正常展开。然而Meshkati等航空专家提醒，不要急于对这类事件下结论。航空事故通常由多个因素共同导致，深入调查可能需要数年时间才能揭示真相。波音“雪上加霜”今年重大安全事故的连续发生，将波音一次次拖入舆论漩涡中。公开信息显示，过去一年多，波音737-800就涉及多起起落架异常引起的事故：2024年10月11日，印度快运航空一架737-800发生液压故障，致使起落架无法收回，不得不返航。2024年5月9日，土耳其科伦登航空公司的737-800降落时前起落架轮胎爆胎。今年1月初，韩国德威航空一架波音737-800客机在仁川机场着陆前，也因撞鸟造成右引擎起火。最终，客机成功着陆，机上122人无人受伤。同样在1月，阿拉斯加航空公司波音737 MAX 9 的门塞爆裂，导致失控减压，勉强避免了另一起致命事故。甚至在今年3月，揭露波音安全问题的“吹哨人”突然身亡，更是引发外界对波音质量问题的关注。从2010年起， Barnett在北查尔斯顿工厂担任质量经理，该工厂负责生产波音787客机。2019年， Barnett向媒体爆料，压力过大的工人故意在生产线上给飞机安装不合标准的零部件。种种因素导致今年波音订单情况受到重创。根据 Forecast International 的数据，今年的前9个月，波音向客户交付了291架飞机，而其竞争对手空客则交付了497架飞机，波音的交付数量仅为空客的一半多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387205950803976,"gmtCreate":1735563355623,"gmtModify":1735563374696,"author":{"id":"3479661692102334","authorId":"3479661692102334","name":"牛哥2024","avatar":"https://static.tigerbbs.com/ef5a600ff75acf5f4d5aa52bae7defd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479661692102334","idStr":"3479661692102334"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a> 做空大好时机。一天三架出问题，韩国懂得。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a> 做空大好时机。一天三架出问题，韩国懂得。","text":"$波音(BA)$ 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**管理层PUA自己公司。让华尔街做空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373809301848480","isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367919943594160,"gmtCreate":1730841952947,"gmtModify":1730841954768,"author":{"id":"3479661692102334","authorId":"3479661692102334","name":"牛哥2024","avatar":"https://static.tigerbbs.com/ef5a600ff75acf5f4d5aa52bae7defd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479661692102334","idStr":"3479661692102334"},"themes":[],"htmlText":"看好陆地航母，小鹏加油！","listText":"看好陆地航母，小鹏加油！","text":"看好陆地航母，小鹏加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367919943594160","repostId":"2479796626","repostType":2,"repost":{"id":"2479796626","kind":"news","pubTimestamp":1730331000,"share":"https://www.laohu8.com/m/news/2479796626?lang=&edition=full","pubTime":"2024-10-31 07:30","market":"us","language":"zh","title":"小鹏汽车们不讲武德？周鸿祎激辩何小鹏：新能源车叫不叫创新？","url":"https://stock-news.laohu8.com/highlight/detail?id=2479796626","media":"砍柴网","summary":"在新浪新闻2024探索大会上，360创始人周鸿祎与小鹏汽车董事长何小鹏等进行了激情对谈。从燃油车到新能源车，以小鹏汽车为代表的中国新能源车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统豪华汽车呢？周鸿祎认为，创新有两个主要思路。但是像小鹏他们国内车厂不讲武德了，他们做电车这个推力很澎湃。何小鹏认为，AI将来是一个基础。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OR9QxqiLo1JIEu0Xl6ahULHnxjExdTZifSaSCpvIq6LLgAA/0\"/><p>来源：TechWeb（ID:TechWeb）</p><p>作者：果青</p><p>新的科技树让我们有换道重新赛跑的巨大机遇。</p><p>在新浪新闻2024探索大会上，360创始人周鸿祎与<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长何小鹏等进行了激情对谈。</p><p><strong>在谈到“在AI的大背景下，如何理解创新”这个话题，两人不约而同提到了汽车行业的创新。</strong></p><p>从燃油车到新能源车，以小鹏汽车为代表的中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车呢？</p><p>两位提到的“think different”、“换道赛跑”等创新方式或许正是解答。</p><p><strong>周鸿祎：今天新能源车叫不叫创新？</strong></p><p>周鸿祎认为，创新有两个主要思路。一个是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的slogan所宣称的“think different”，就是叫“与众不同”。</p><p>“实际上我理解成叫反向操作，就是别人怎么干，我要跟你反着干，因为我不会愿意接受市场领先者的游戏规则。”</p><p>AMD一直跟着intel干，但是ARM和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跟intel全是反向操作。现在反过来，ARM有了市场份额之后，反而现在进攻了桌面和服务器市场。英伟达的GPU就是做并行计算，等了很多年，终于等到机会，一举就超过了所有的同行。</p><p>另一个是，很多人把创新等同于发明，这是一个误解，极少数人会成为发明家，这种创新很难得可贵，但是绝大多数企业是没有这个能力的。</p><img src=\"https://inews.gtimg.com/om_bt/OMaKa2u2qXLqmLfotRVHO7HcqJt3aJKlqvmrj-K8TEKywAA/0\"/><p>周鸿祎强调，实际上很多企业的创新，是把别人已经做过的事换一种方式再做一遍。换什么方式呢？大概总结了几种方式：要么是把原来体验很费力的一件事情，做的现在体验很简单；原来很难得到的一个东西现在变得很容易，或者原来很贵的一个东西变得很便宜。也就是说从用户体验，从商业模式上来进行这种像也是反向操作。</p><p>现在包括国内的很多大公司，还有国外的大公司在用大模型的时候，并没有急于用大模型做出新东西。而是用大模型把已有的业务在流程中的卡点和堵点优化。</p><p>如何检验这种创新是否有效，周鸿祎提了一个“十倍原则”，就是能减少十倍的人力、或者能降低十倍的成本、或者是能提升十倍的体验等等，找到这些点，去赋能，它也叫创新。</p><p><strong>“今天新能源车叫不叫创新？”</strong></p><p>车这个行业已经干了一百多年了，是个非常古老的行业。但是原来是四个轮子的沙发，小鹏他们就把它改成四个轮子的超级电脑，那这就是换一种方式把汽车做一遍。这就是体验上的创新。</p><p><strong>比如说今天你要是想买一个0到100公里加速3秒的油车，恐怕得买超级跑车。据说没有四五百万人民币下不来。</strong></p><p><strong>但是像小鹏他们国内车厂不讲武德了，他们做电车这个推力很澎湃。像很多轿跑，大概二三十万的车做到0到100公里，加速也能在3秒4秒。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OuTEAZf0N3h2hFkeoK2dsqUusuoecIaQSDugT9roylz4EAA/0\"/><p>小鹏G6</p><p><strong>这就是用新的技术，让过去很难达到的事情现在达到了，我觉得这也叫创新</strong><strong>。</strong></p><p>过去，要百万以上的迈巴赫，才会有按摩座椅、通风加热等功能。现在国产车，从50万到20万的车，甚至到15万的车，都无一例外给弄一个“彩电、冰箱、大沙发”都给你用上，这也算一种创新。</p><p>绝大多数企业能够把已经做过的事情，重新把它换一种方式做一遍，就有可能也是创新。</p><p><strong>何小鹏：弯道超车的难度远远高于换道赛跑</strong></p><p><strong>明年没有强AI能力的汽车开始难卖</strong></p><p>何小鹏补充认为，think different里面有一个点，就是你到底是弯道超车还是换道赛车。我认为在过去的时间里面，大部分做不到弯道超车，除非你的科技树跟别人的科技树是完全不一样。</p><p>就像刚才老周（周鸿祎）讲我们不讲武德，原来有很多的东西是很贵的。比如说汽油的引擎要想做到3秒100公里加速是很贵的，原来的空气悬挂成本就几万块钱，现在已经能够做到是以前的10分之1，原来的很多在摄像头、激光雷达、高级定位的感知，一套可能要10万到20万人民币。现在已经做的也是10分之1。</p><p><strong>所以新的科技树让我们有换道重新赛跑的巨大机遇。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OXPOrylvDubU08ABt8-fhJudx-iyxxhtw5hOOIsSTHf8cAA/0\"/><p>我觉得这一点是有非常多人应该思考的，“<strong>弯道超车的难度远远高于换道赛跑</strong>”。</p><p>为什么我们中国的造车新势力能够做到，不是弯道超车，是换了一条赛道，就是在新的电化学领域里面，这个汽车主力的能力靠供电，它才能撑住冰箱、彩电、大沙发跟电脑这些车内的配置。</p><p><strong>我们所做的很多的逻辑是在全新的赛道。</strong><strong>我们要相信它是用户的需求。</strong>且这个用户的需求，我们还能够把节奏做到一个非直线，但是适合我们的曲线的节奏。我认为更多的是有形成了从微创，从小型创新到大型创新的一个变化。</p><p>何小鹏认为，<strong>AI将来是一个基础。下一个十年也是AI汽车的十年</strong><strong>。</strong></p><p>为什么我们现在把AI当做一个汽车的基础能力？把高等级自动驾驶内置进去了，它会自动调整你的悬挂，能够让你过这个底这个减速带更舒服；当我们有AI内置进去之后，可以做到把电池的管理做得更好，那每一台车的续航可以提高5公里到20公里。所以AI的汽车，我相信他一定会让以后的汽车有巨大的变化。这个变化就会意味着到了明年没有强AI能力，没有强自动驾驶能力的汽车都开始难卖了。</p><img src=\"https://inews.gtimg.com/om_bt/OY0W0r8MgZTmAbS4cMuAaj-_YFtx2fKBy7UgXzVFYYMgoAA/0\"/></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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031073515a1fd77b9&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb（ID:TechWeb）作者：果青新的科技树让我们有换道重新赛跑的巨大机遇。在新浪新闻2024探索大会上，360创始人周鸿祎与小鹏汽车董事长何小鹏等进行了激情对谈。在谈到“在AI的大背景下，如何理解创新”这个话题，两人不约而同提到了汽车行业的创新。从燃油车到新能源车，以小鹏汽车为代表的中国新能源车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统豪华汽车呢？...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031073515a1fd77b9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","09868":"小鹏汽车-W","BK4505":"高瓴资本持仓","ARM":"ARM Holdings","BK4526":"热门中概股","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031073515a1fd77b9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2479796626","content_text":"来源：TechWeb（ID:TechWeb）作者：果青新的科技树让我们有换道重新赛跑的巨大机遇。在新浪新闻2024探索大会上，360创始人周鸿祎与小鹏汽车董事长何小鹏等进行了激情对谈。在谈到“在AI的大背景下，如何理解创新”这个话题，两人不约而同提到了汽车行业的创新。从燃油车到新能源车，以小鹏汽车为代表的中国新能源车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统豪华汽车呢？两位提到的“think different”、“换道赛跑”等创新方式或许正是解答。周鸿祎：今天新能源车叫不叫创新？周鸿祎认为，创新有两个主要思路。一个是苹果的slogan所宣称的“think different”，就是叫“与众不同”。“实际上我理解成叫反向操作，就是别人怎么干，我要跟你反着干，因为我不会愿意接受市场领先者的游戏规则。”AMD一直跟着intel干，但是ARM和英伟达跟intel全是反向操作。现在反过来，ARM有了市场份额之后，反而现在进攻了桌面和服务器市场。英伟达的GPU就是做并行计算，等了很多年，终于等到机会，一举就超过了所有的同行。另一个是，很多人把创新等同于发明，这是一个误解，极少数人会成为发明家，这种创新很难得可贵，但是绝大多数企业是没有这个能力的。周鸿祎强调，实际上很多企业的创新，是把别人已经做过的事换一种方式再做一遍。换什么方式呢？大概总结了几种方式：要么是把原来体验很费力的一件事情，做的现在体验很简单；原来很难得到的一个东西现在变得很容易，或者原来很贵的一个东西变得很便宜。也就是说从用户体验，从商业模式上来进行这种像也是反向操作。现在包括国内的很多大公司，还有国外的大公司在用大模型的时候，并没有急于用大模型做出新东西。而是用大模型把已有的业务在流程中的卡点和堵点优化。如何检验这种创新是否有效，周鸿祎提了一个“十倍原则”，就是能减少十倍的人力、或者能降低十倍的成本、或者是能提升十倍的体验等等，找到这些点，去赋能，它也叫创新。“今天新能源车叫不叫创新？”车这个行业已经干了一百多年了，是个非常古老的行业。但是原来是四个轮子的沙发，小鹏他们就把它改成四个轮子的超级电脑，那这就是换一种方式把汽车做一遍。这就是体验上的创新。比如说今天你要是想买一个0到100公里加速3秒的油车，恐怕得买超级跑车。据说没有四五百万人民币下不来。但是像小鹏他们国内车厂不讲武德了，他们做电车这个推力很澎湃。像很多轿跑，大概二三十万的车做到0到100公里，加速也能在3秒4秒。小鹏G6这就是用新的技术，让过去很难达到的事情现在达到了，我觉得这也叫创新。过去，要百万以上的迈巴赫，才会有按摩座椅、通风加热等功能。现在国产车，从50万到20万的车，甚至到15万的车，都无一例外给弄一个“彩电、冰箱、大沙发”都给你用上，这也算一种创新。绝大多数企业能够把已经做过的事情，重新把它换一种方式做一遍，就有可能也是创新。何小鹏：弯道超车的难度远远高于换道赛跑明年没有强AI能力的汽车开始难卖何小鹏补充认为，think 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狗日美国股市砸股价这么厉害！该反弹了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317798019707152","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411038039965904,"gmtCreate":1741384839534,"gmtModify":1741384842350,"author":{"id":"3479661692102334","authorId":"3479661692102334","name":"牛哥2024","avatar":"https://static.tigerbbs.com/ef5a600ff75acf5f4d5aa52bae7defd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479661692102334","authorIdStr":"3479661692102334"},"themes":[],"htmlText":"居里夫人，苏姿丰，凯瑟琳.武德，卡马拉.哈里斯，希达尔.撒切尔[开心]，不过不喜欢哈里斯，一个小三上位的总统，这也可能是美国文化，高层之间博弈，只看结果，不顾德行，过程和手段。","listText":"居里夫人，苏姿丰，凯瑟琳.武德，卡马拉.哈里斯，希达尔.撒切尔[开心]，不过不喜欢哈里斯，一个小三上位的总统，这也可能是美国文化，高层之间博弈，只看结果，不顾德行，过程和手段。","text":"居里夫人，苏姿丰，凯瑟琳.武德，卡马拉.哈里斯，希达尔.撒切尔[开心]，不过不喜欢哈里斯，一个小三上位的总统，这也可能是美国文化，高层之间博弈，只看结果，不顾德行，过程和手段。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411038039965904","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}