CeciliaGuan的个人主页 - 老虎社区

CeciliaGuan

CeciliaGuan

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IP属地：北京

44关注

3粉丝

4主题

0勋章

2022-09-23

$Faraday Future(FFIE)$怎么说呢，贾跃亭还是让我有些失望。我决定再加仓抄底，这是一代年轻人的梦想，在6年前激起很多年轻人的梦，不应该就这样碎了

2020-11-27

$Unity Software Inc.(U)$哎，我的unity和snowflake,moderna，去买什么小鹏和蔚来，我真的被别人忽悠了！

2020-11-12

$Moderna, Inc.(MRNA)$我做空了，怎么办?

2020-11-17

$Moderna, Inc.(MRNA)$89做空的350股票该不该平仓了？在线等

2020-09-16

$Moderna, Inc.(MRNA)$起飞吧，坐等涨到100

2020-12-01

$小鹏汽车(XPEV)$小鹏都是靠论坛活着的吗？能不能不看论坛，打爆空军！

2021-01-09

$3D系统(DDD)$这货太夸张了，亏了700多刀，走人了

2020-11-24

$理想汽车(LI)$现在上车还来的及吗？

2020-07-28

$Vaxart, Inc(VXRT)$这个股票我完全没有信息，但我感觉他会是最后一个杀成疫情股的最后赢家。有信息的或者查过创始人情况的来聊聊啊

2020-07-22

$小米集团-W(01810)$太累了，准备全割了…

2020-11-27

$小鹏汽车(XPEV)$怎么感觉论坛都是空军，打败空军

2022-12-07

$Faraday Future(FFIE)$ 怎么说呢，逆风的勇士比一路顺风的勇士更值得尊重！

2021-01-07

$Sundial Growers Inc.(SNDL)$0.78的本儿

2020-11-25

小鹏加油。我就不服气了，咱们中国人那么刻苦努力做研究，怎么就变成他们的了。都是中国人造的，made in China,知道不！中国人牛逼，干就是了！

马斯克与何小鹏：一边互喷，一边圈占资本市场

2020-11-25

$小鹏汽车(XPEV)$我不相信你不行！给中国人一个面子！入了30万！高位买入的！

2020-11-07

$Unity Software Inc.(U)$今天的涨，完全没看懂

2023-05-31

$Faraday Future(FFIE)$ 抖音平台都上了，这次应该靠谱的！我的10倍盈利可以吗？目前成本0.36，一点点买低的！看好贾跃亭！等了太久了

2020-11-30

$Sundial Growers Inc.(SNDL)$这种股，手续费怎么算，感觉都给平台送钱唉

2020-11-27

$小鹏汽车(XPEV)$你长好不好[流泪]

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href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>从很早的时候就这个股票，之前的概念这个股的股价在90-110，现在那么低的价格...还是觉得可以闭眼冲！ 就问一句：王者荣耀你玩不玩！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>从很早的时候就这个股票，之前的概念这个股的股价在90-110，现在那么低的价格...还是觉得可以闭眼冲！ 就问一句：王者荣耀你玩不玩！","text":"$Unity Software Inc.(U)$ 从很早的时候就这个股票，之前的概念这个股的股价在90-110，现在那么低的价格...还是觉得可以闭眼冲！ 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>今天不撤单的，估计都是等13的价[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>今天不撤单的，估计都是等13的价[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"$Faraday Future(FFIE)$ 今天不撤单的，估计都是等13的价[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623187302","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623333602,"gmtCreate":1671034980107,"gmtModify":1671034982215,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拿好了，兄弟们！就堵贾老板这个人。人和人本质上是不一样的","listText":"拿好了，兄弟们！就堵贾老板这个人。人和人本质上是不一样的","text":"拿好了，兄弟们！就堵贾老板这个人。人和人本质上是不一样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623333602","repostId":"1164019071","repostType":2,"repost":{"id":"1164019071","pubTimestamp":1669895906,"share":"https://www.laohu8.com/m/news/1164019071?lang=&edition=full","pubTime":"2022-12-01 19:58","market":"us","language":"zh","title":"凭什么贾跃亭的FF还能活着？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164019071","media":"雷科技leitech","summary":"2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板","content":"<html><head></head><body><p>2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。</p><p>五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：</p><p><b>由于获得资金承诺的时间被推迟。</b></p><p>你可以理解为「缺钱，所以造不出。」法拉第未来甚至表示，可预见的未来将继续产生巨额运营亏损，对公司继续经营的能力「深表怀疑」。</p><p>仅仅过去几天。11 月 29 日，法拉第未来宣布解除毕福康（Carsten Breitfeld）全球 CEO 的职务，由陈雪峰接任，并指出陈雪峰作为全球 CEO 的首要任务是实现 FF 91 Futurist 的量产交付，履行对股东、投资者、全球合作伙伴、用户和员工的承诺。次日，法拉第未来产品执行主管罗伯特·克鲁泽也跟随毕福康选择了离开。</p><p><img src=\"https://static.tigerbbs.com/7795268f3a94df1fbfd71797fc45e88b\" tg-width=\"1400\" tg-height=\"933\" referrerpolicy=\"no-referrer\"/>贾跃亭和毕福康，图/法拉第未来</p><p>三年前，正是乐视、法拉第未来创始人贾跃亭将公司全球 CEO 的位置「让给」毕福康（宝马 i8 之父）。但是当一位 CEO 对自己公司都没了信心，贾跃亭的选择自然是换掉。</p><p>都是互联网公司创始人跨界造车，差距怎么就这么大？也是在 2014 年，UC 浏览器创始人何小鹏成立了小鹏汽车，到 2018 年就实现了交付。<b>而花了两倍于小鹏的时间，法拉第未来的量产交付依然是一场「狼来了」的故事。</b></p><p>唯一佩服的是，奇点、游侠、拜腾、绿驰……一众无法量产交付汽车新势力要么已经申请破产，要么也是陷入无限期停摆，也就是贾跃亭和法拉第未来活得最久。</p><p><b>八年造车，N 次「狼来了」</b></p><p>2015 年，贾跃亭在乐视超级手机发布会上高呼，「让我们一起，为梦想窒息。」</p><p>但看似庞大的乐视帝国，转眼间就开始崩盘。而贾跃亭本人，2014 年早在美国成立了法拉第未来，乐视崩盘初期（2017 年年初）就金蝉脱壳，远赴美国，美其名曰「为了全力以赴实现 FF 91 最快量产上市」，至今未归。</p><p>FF 91 的量产故事也由此拉开了序幕。</p><p>贾跃亭跑路到美国不久就发布了一则「关于 FF 91 量产取得重大进展并启动全新生产计划」。直到年底，媒体实地探访发现，法拉第未来的美国工厂内荒草丛生，没有任何生产设备，自然也是无一人打卡上班。<b>几天后，法拉第未来仍然回应称，2018 年交付的目标不变。</b></p><p>到 2018 年，同期成立的蔚来和小鹏陆续开始量产交付，汽车新势力越发得到外界关注。<b>贾跃亭也躁动起来，交付是不可能交付，于是开始各种预告 FF 91 即将量产，并在接下来整整预告了两年。</b></p><p>直到法拉第未来官方在去年 5 月宣布，首款量产电动车 FF 91 即将在纽约与消费者见面。<b>同年 7 月，法拉第未来挂牌上市了，量产车还是不见动静。</b></p><p>「狼来了」的故事看多了也就没意思。除了挂牌上市，贾跃亭和法拉第未来的所谓承诺几乎无一实现，两者在微博上数年如一日地渲染「FF 91 即将量产」的假象，去年许诺在 2022 年 7 月的量产交付时间也一推再推到年底。现在干脆不装了，直接表示无法如期实现。可以预见，不久后法拉第未来或者贾跃亭将会再次给出新的交付时间，然后再次跳票。</p><p><b>公允地说，造车确实是一件「九死一生」的事情，投入的资金规模和时间也远超很多行业。</b>雷军去年宣布小米造车时就表示，首期投入 100 亿元人民币，预计 2024 年交付，这同样也是百度旗下集度汽车预计量产交付的时间。早期的汽车新势力，比如蔚小理更是都花了四年才开始量产交付。</p><p>但对贾跃亭和法拉第未来来说，他们似乎从来没有认真对待交付时间表，永远都是只差「一步之遥」，可这一步从 FF 91 发布算起也过了五年，足够蔚小理从头再来一遍。</p><p><b>法拉第未来的造车能力也普遍遭到质疑。</b>2021 年 10 月，美国做空机构 J Capital Research 就抛出一份长达 28 页的沽空报告，明确质疑法拉第未来的造车能力，「我们认为，Faraday Future 永远也卖不出一辆车，」J Capital Research 在报告中表示。</p><p>电动汽车的故事很大，讲故事的人既有理想主义者，也有投机主义者。一般来说，当潮水褪去，大量投机者要么早早卷起资金跑路，要么渴死在沙滩之上，<b>但法拉第未来偏偏还活在沙滩上，这当然不是靠魔法。</b></p><p><b>融资续命，继续造梦</b></p><p>法拉第未来的资金短缺问题已经是一个公开的秘密。事实上，成立八年，法拉第未来一直都是靠不断地融资为其「续命」。</p><p>法拉第未来的初期资金主要来自贾跃亭对乐视的股权质押，乐视崩盘之后，「白衣骑士」孙宏斌（融创中国董事长）给了乐视 150 亿元人民币的「接盘费」，很快消失地一干二净，贾跃亭个人就从中拿到了 60 亿元。</p><p>但造车是个销金窟。央视就曾直接点名现在已经破产的拜腾汽车，「烧光 84 亿，还造不出车。」</p><p>法拉第未来也好不上多少，贾跃亭跑路美国的第二年（2018 年），该公司就到了破产边缘，三大创始人之一的 Nick Sampson 在离职信中表示：「法拉第未来确实在资金和人力方面已经面临『破产』，最好的情况也是会在未来可见的日子里挣扎前行。」</p><p>贾跃亭硬是找来了第二位「白衣骑士」许家印（恒大创始人）。许家印计划三年投入 20 亿美元，首批资金 8 亿美元。但首批 8 亿美元很快就被消耗殆尽，贾跃亭还提出提前再支付 7 亿美元的要求，被恒大拒绝，最终贾跃亭又在香港仲裁中心提出仲裁，要求解除双方的所有协议。</p><p><b>造车八年，据企查查显示，法拉第未来共有 14 次融资记录，总共融资超 50 亿美元，2020 年甚至差点拿到珠海国资的 20 亿元人民币融资。</b></p><p>50 多亿美元都没砸出的 FF 91 量产计划，现在又缺钱了。</p><p>据法拉第未来提交给 SEC（美国证券交易委员会）的文件显示，截至今年 9 月 21 日，该公司的现金储备约为 3350 万美元。</p><p>但就在「拨乱反正」解决高层内斗的 9 月底，贾跃亭又为已经弹尽粮绝的法拉第未来再次「续命」——获得来自 Daguan 和 ATW 超过 1 亿美元的融资。而在那场「破乱反正」的行动中，第三大股东恒大也站在了贾跃亭一边。到本月中旬，法拉第未来宣布再得一笔 3.5 亿美元融资，来自投资管理公司 Yorkville Advisors Global L。</p><p>复盘乐视倾塌的原因时，贾跃亭曾在内部信中说：<b>「我们的融资能力不强，方式单一、资本结构不合理，外部融资规模难以满足快速放大的资金需求。」</b></p><p>谦虚了。</p><p>事实证明，贾跃亭不仅融资能力极强，前前后后在国内和海外找到无数愿意「为梦想窒息」的投资人，还是个非常会讲故事的人，就连曾经针锋相对的恒大都能愿意挺身相助，要说缺点，也就是造不出车。</p><p><b>一步之遥的故事结局</b></p><p>回头看，法拉第未来数次面临资金链的断裂，每每贾跃亭都能找到新的金主和融资。</p><p>但如果对比法拉第未来和「蔚小理」，又会发现法拉第未来背后的投资机构，<b>既不存在蔚来背后的腾讯、Baillie Gifford（特斯拉最大机构持股者）、淡马锡，也没有小鹏背后的阿里、IDG、小米和 GGV 这样的行业知名又有过硬实力的投资机构和公司。</b></p><p>就连恒大，原计划 20 亿美元的投资也意在造自己的车。</p><p>大机构明白法拉第未来的造车实力，不屑于「病急乱投医」。而其他投资机构愿意帮助贾跃亭，一方面大家都看到了电动汽车市场的庞大前景，但已经量产交付的新势力入场门槛都太高，就算能进入获得的利益也有限。</p><p><b>相比之下，法拉第未来比起其他从零开始的造车团队无疑离交付更近一些，汽车产业背景的高管团队也是核心依仗之一，而高风险背后也有高收益。</b></p><p>另一方面，不管你喜不喜欢他，都不能否认围绕贾跃亭的关注度远胜过大量「边缘化」的新造车公司，不信想想你知道的所有新造车公司。毕竟「黑红也是红」，这对初创公司，尤其是汽车初创公司来说同样至关重要，因为公司必须在公众中保持一定曝光度，不管是为了后续的融资，还是最终的量产交付。</p><p>但毕竟八年了。法拉第未来成立的 2014 年，姜文的《一步之遥》也上映了。</p><p>电影里，文章扮演的军阀之子武七求助姜文扮演的马走日帮忙「洗钱」——让他从 old money（暴发户）变成 new money（贵族），就提了一个要求：「得花的体面，您自个拿。」</p><p>2020 年，贾跃亭在自己的文章中写道：「有朋友劝过我放弃 FF，把股权卖掉然后用破产清算的方式『躲』在美国一了百了，但他还是不够了解我，放弃和逃避从来也永远不会是我人生的选项。」</p><p>那太不体面。<b>从乐视帝国缔造者到老赖，贾跃亭或许并不愿意接受这样一种身份的转变，从跑路的那一刻起就把法拉第未来视为东山再起的决定性机会。</b></p><p>电影里姜文的选择是办一场轰轰烈烈的花国总统选举，但选举并没有让武七成为 new money。现实里贾跃亭选择了造车，但造车故事到今天已经讲了八年，故事离完结永远只差一步之遥。</p><p>而我相信，只要电动汽车产业的机会还在，贾跃亭就还有机会让这个故事再继续连载下去。</p></body></html>","source":"lsy1582681620135","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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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凭什么贾跃亭的FF还能活着？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 19:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.tmtpost.com/6333480.html><strong>雷科技leitech</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：由于获得资金承诺的...</p>\n\n<a href=\"https://www.tmtpost.com/6333480.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://www.tmtpost.com/6333480.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164019071","content_text":"2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：由于获得资金承诺的时间被推迟。你可以理解为「缺钱，所以造不出。」法拉第未来甚至表示，可预见的未来将继续产生巨额运营亏损，对公司继续经营的能力「深表怀疑」。仅仅过去几天。11 月 29 日，法拉第未来宣布解除毕福康（Carsten Breitfeld）全球 CEO 的职务，由陈雪峰接任，并指出陈雪峰作为全球 CEO 的首要任务是实现 FF 91 Futurist 的量产交付，履行对股东、投资者、全球合作伙伴、用户和员工的承诺。次日，法拉第未来产品执行主管罗伯特·克鲁泽也跟随毕福康选择了离开。贾跃亭和毕福康，图/法拉第未来三年前，正是乐视、法拉第未来创始人贾跃亭将公司全球 CEO 的位置「让给」毕福康（宝马 i8 之父）。但是当一位 CEO 对自己公司都没了信心，贾跃亭的选择自然是换掉。都是互联网公司创始人跨界造车，差距怎么就这么大？也是在 2014 年，UC 浏览器创始人何小鹏成立了小鹏汽车，到 2018 年就实现了交付。而花了两倍于小鹏的时间，法拉第未来的量产交付依然是一场「狼来了」的故事。唯一佩服的是，奇点、游侠、拜腾、绿驰……一众无法量产交付汽车新势力要么已经申请破产，要么也是陷入无限期停摆，也就是贾跃亭和法拉第未来活得最久。八年造车，N 次「狼来了」2015 年，贾跃亭在乐视超级手机发布会上高呼，「让我们一起，为梦想窒息。」但看似庞大的乐视帝国，转眼间就开始崩盘。而贾跃亭本人，2014 年早在美国成立了法拉第未来，乐视崩盘初期（2017 年年初）就金蝉脱壳，远赴美国，美其名曰「为了全力以赴实现 FF 91 最快量产上市」，至今未归。FF 91 的量产故事也由此拉开了序幕。贾跃亭跑路到美国不久就发布了一则「关于 FF 91 量产取得重大进展并启动全新生产计划」。直到年底，媒体实地探访发现，法拉第未来的美国工厂内荒草丛生，没有任何生产设备，自然也是无一人打卡上班。几天后，法拉第未来仍然回应称，2018 年交付的目标不变。到 2018 年，同期成立的蔚来和小鹏陆续开始量产交付，汽车新势力越发得到外界关注。贾跃亭也躁动起来，交付是不可能交付，于是开始各种预告 FF 91 即将量产，并在接下来整整预告了两年。直到法拉第未来官方在去年 5 月宣布，首款量产电动车 FF 91 即将在纽约与消费者见面。同年 7 月，法拉第未来挂牌上市了，量产车还是不见动静。「狼来了」的故事看多了也就没意思。除了挂牌上市，贾跃亭和法拉第未来的所谓承诺几乎无一实现，两者在微博上数年如一日地渲染「FF 91 即将量产」的假象，去年许诺在 2022 年 7 月的量产交付时间也一推再推到年底。现在干脆不装了，直接表示无法如期实现。可以预见，不久后法拉第未来或者贾跃亭将会再次给出新的交付时间，然后再次跳票。公允地说，造车确实是一件「九死一生」的事情，投入的资金规模和时间也远超很多行业。雷军去年宣布小米造车时就表示，首期投入 100 亿元人民币，预计 2024 年交付，这同样也是百度旗下集度汽车预计量产交付的时间。早期的汽车新势力，比如蔚小理更是都花了四年才开始量产交付。但对贾跃亭和法拉第未来来说，他们似乎从来没有认真对待交付时间表，永远都是只差「一步之遥」，可这一步从 FF 91 发布算起也过了五年，足够蔚小理从头再来一遍。法拉第未来的造车能力也普遍遭到质疑。2021 年 10 月，美国做空机构 J Capital Research 就抛出一份长达 28 页的沽空报告，明确质疑法拉第未来的造车能力，「我们认为，Faraday Future 永远也卖不出一辆车，」J Capital Research 在报告中表示。电动汽车的故事很大，讲故事的人既有理想主义者，也有投机主义者。一般来说，当潮水褪去，大量投机者要么早早卷起资金跑路，要么渴死在沙滩之上，但法拉第未来偏偏还活在沙滩上，这当然不是靠魔法。融资续命，继续造梦法拉第未来的资金短缺问题已经是一个公开的秘密。事实上，成立八年，法拉第未来一直都是靠不断地融资为其「续命」。法拉第未来的初期资金主要来自贾跃亭对乐视的股权质押，乐视崩盘之后，「白衣骑士」孙宏斌（融创中国董事长）给了乐视 150 亿元人民币的「接盘费」，很快消失地一干二净，贾跃亭个人就从中拿到了 60 亿元。但造车是个销金窟。央视就曾直接点名现在已经破产的拜腾汽车，「烧光 84 亿，还造不出车。」法拉第未来也好不上多少，贾跃亭跑路美国的第二年（2018 年），该公司就到了破产边缘，三大创始人之一的 Nick Sampson 在离职信中表示：「法拉第未来确实在资金和人力方面已经面临『破产』，最好的情况也是会在未来可见的日子里挣扎前行。」贾跃亭硬是找来了第二位「白衣骑士」许家印（恒大创始人）。许家印计划三年投入 20 亿美元，首批资金 8 亿美元。但首批 8 亿美元很快就被消耗殆尽，贾跃亭还提出提前再支付 7 亿美元的要求，被恒大拒绝，最终贾跃亭又在香港仲裁中心提出仲裁，要求解除双方的所有协议。造车八年，据企查查显示，法拉第未来共有 14 次融资记录，总共融资超 50 亿美元，2020 年甚至差点拿到珠海国资的 20 亿元人民币融资。50 多亿美元都没砸出的 FF 91 量产计划，现在又缺钱了。据法拉第未来提交给 SEC（美国证券交易委员会）的文件显示，截至今年 9 月 21 日，该公司的现金储备约为 3350 万美元。但就在「拨乱反正」解决高层内斗的 9 月底，贾跃亭又为已经弹尽粮绝的法拉第未来再次「续命」——获得来自 Daguan 和 ATW 超过 1 亿美元的融资。而在那场「破乱反正」的行动中，第三大股东恒大也站在了贾跃亭一边。到本月中旬，法拉第未来宣布再得一笔 3.5 亿美元融资，来自投资管理公司 Yorkville Advisors Global L。复盘乐视倾塌的原因时，贾跃亭曾在内部信中说：「我们的融资能力不强，方式单一、资本结构不合理，外部融资规模难以满足快速放大的资金需求。」谦虚了。事实证明，贾跃亭不仅融资能力极强，前前后后在国内和海外找到无数愿意「为梦想窒息」的投资人，还是个非常会讲故事的人，就连曾经针锋相对的恒大都能愿意挺身相助，要说缺点，也就是造不出车。一步之遥的故事结局回头看，法拉第未来数次面临资金链的断裂，每每贾跃亭都能找到新的金主和融资。但如果对比法拉第未来和「蔚小理」，又会发现法拉第未来背后的投资机构，既不存在蔚来背后的腾讯、Baillie Gifford（特斯拉最大机构持股者）、淡马锡，也没有小鹏背后的阿里、IDG、小米和 GGV 这样的行业知名又有过硬实力的投资机构和公司。就连恒大，原计划 20 亿美元的投资也意在造自己的车。大机构明白法拉第未来的造车实力，不屑于「病急乱投医」。而其他投资机构愿意帮助贾跃亭，一方面大家都看到了电动汽车市场的庞大前景，但已经量产交付的新势力入场门槛都太高，就算能进入获得的利益也有限。相比之下，法拉第未来比起其他从零开始的造车团队无疑离交付更近一些，汽车产业背景的高管团队也是核心依仗之一，而高风险背后也有高收益。另一方面，不管你喜不喜欢他，都不能否认围绕贾跃亭的关注度远胜过大量「边缘化」的新造车公司，不信想想你知道的所有新造车公司。毕竟「黑红也是红」，这对初创公司，尤其是汽车初创公司来说同样至关重要，因为公司必须在公众中保持一定曝光度，不管是为了后续的融资，还是最终的量产交付。但毕竟八年了。法拉第未来成立的 2014 年，姜文的《一步之遥》也上映了。电影里，文章扮演的军阀之子武七求助姜文扮演的马走日帮忙「洗钱」——让他从 old money（暴发户）变成 new money（贵族），就提了一个要求：「得花的体面，您自个拿。」2020 年，贾跃亭在自己的文章中写道：「有朋友劝过我放弃 FF，把股权卖掉然后用破产清算的方式『躲』在美国一了百了，但他还是不够了解我，放弃和逃避从来也永远不会是我人生的选项。」那太不体面。从乐视帝国缔造者到老赖，贾跃亭或许并不愿意接受这样一种身份的转变，从跑路的那一刻起就把法拉第未来视为东山再起的决定性机会。电影里姜文的选择是办一场轰轰烈烈的花国总统选举，但选举并没有让武七成为 new 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贾跃亭还是一个有梦想的人，是我们当年年轻人的追随者，继续跌，继续买入！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629125660","isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661212371,"gmtCreate":1663937628893,"gmtModify":1663937630583,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>怎么说呢，贾跃亭还是让我有些失望。我决定再加仓抄底，这是一代年轻人的梦想，在6年前激起很多年轻人的梦，不应该就这样碎了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>怎么说呢，贾跃亭还是让我有些失望。我决定再加仓抄底，这是一代年轻人的梦想，在6年前激起很多年轻人的梦，不应该就这样碎了","text":"$Faraday 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13:28","market":"hk","language":"zh","title":"抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<div>\n<p>巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n","source":"shzqb","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>抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度</title>\n<style 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href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度","09988":"阿里巴巴-W","09888":"百度集团-SW"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317243865,"gmtCreate":1612452264557,"gmtModify":1703762162811,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>还涨不涨的回去","listText":"<a 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怎么说呢，逆风的勇士比一路顺风的勇士更值得尊重！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629125258","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336112936,"gmtCreate":1610034498825,"gmtModify":1703742275053,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>0.78的本儿","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>0.78的本儿","text":"$Sundial Growers Inc.(SNDL)$0.78的本儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336112936","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393204010,"gmtCreate":1606309565830,"gmtModify":1703842459224,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小鹏加油。我就不服气了，咱们中国人那么刻苦努力做研究，怎么就变成他们的了。都是中国人造的，made in China,知道不！中国人牛逼，干就是了！","listText":"小鹏加油。我就不服气了，咱们中国人那么刻苦努力做研究，怎么就变成他们的了。都是中国人造的，made in China,知道不！中国人牛逼，干就是了！","text":"小鹏加油。我就不服气了，咱们中国人那么刻苦努力做研究，怎么就变成他们的了。都是中国人造的，made in China,知道不！中国人牛逼，干就是了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393204010","repostId":"1148937646","repostType":2,"repost":{"id":"1148937646","pubTimestamp":1606306520,"share":"https://www.laohu8.com/m/news/1148937646?lang=&edition=full","pubTime":"2020-11-25 20:15","market":"us","language":"zh","title":"马斯克与何小鹏：一边互喷，一边圈占资本市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1148937646","media":"锌财经","summary":"近期，新能源汽车再度开启“飙车”模式，特斯拉大涨6.51%，又一次创下新高。小鹏汽车更是大涨33.98%，一路狂飙后，“造车新势力”不断超车，美股中概股市值位次发生新变化。小鹏汽车最新市值一举飙升至5","content":"<p><img src=\"https://static.tigerbbs.com/449559e1765504e7ec85354a0e00511c\" tg-width=\"725\" tg-height=\"314\">近期，新能源汽车再度开启“飙车”模式，特斯拉大涨6.51%，又一次创下新高。小鹏汽车更是大涨33.98%，一路狂飙后，“造车新势力”不断超车，美股中概股市值位次发生新变化。小鹏汽车最新市值一举飙升至520亿美元，成为美股中概股市值第7高的公司。</p><p>马斯克与何小鹏，作为中美造车新势力的代表人物，在社交媒体上展开了隔空“互怼”。双方的互喷，可以概括为马斯克说何小鹏“抄袭”，何小鹏说“我能超过特斯拉”。</p><p><b>隔洋互喷</b></p><p>事情起因于广州车展上，11月20日，小鹏汽车宣布将从2021年开始，在生产车型上升级自动驾驶和硬件系统，并采用激光雷达技术，来提高汽车的整体性能，推出全球首款搭载激光雷达的量产智能汽车。</p><p><img src=\"https://static.tigerbbs.com/6e8fa1acbaddd88dd0851972b23256ba\" tg-width=\"915\" tg-height=\"610\"></p><p>这个消息一出来，便引来美国业界人士的一些议论：为什么小鹏汽车会用激光雷达？我相信它会在很大程度上提高精度，但会严重限制其自主方法的可伸缩性。他们有没有意识到他们无法复制特斯拉的方法？</p><p>此评论随后收到了特斯拉创始人马斯克的质疑，还在“小鹏汽车是否复制了特斯拉源代码”评论下回复，“这只是小鹏的问题，其他公司是没有的”，并转发消息表示“他们有我们老的软件版本，但没有我们的神经网络算法”。</p><p><img src=\"https://static.tigerbbs.com/797639e75af30f9aaeadb95fa05fd487\" tg-width=\"569\" tg-height=\"537\"></p><p>图片来自推特截图</p><p>紧接着，小鹏汽车董事长何小鹏发布朋友圈，疑似作出回应称：“看来昨天我们发布的包含激光雷达的小鹏下一代自动驾驶架构，让西边的某人很不爽，连续用pigu发声。我想说的是，造谣早就证明是无法打败任何竞争对手的，明年开始，在中国的自动驾驶你要有思想准备被我们打的找不着东，至于国际，我们会相遇的。”</p><p><img src=\"https://static.tigerbbs.com/8208ac7bdcb865463df0cbe7a5944079\" tg-width=\"575\" tg-height=\"371\"></p><p>图片来自何小鹏朋友圈</p><p>文中出现了“不爽”、“pigu”、“造谣”等极度表现情绪不满的字眼。虽然没有挂上马斯克的大名，但毫无疑问，何小鹏说的“西边的某人”，指的就是马斯克。</p><p><img src=\"https://static.tigerbbs.com/58101edce8b1d6c1cdedb59898b4684e\" tg-width=\"766\" tg-height=\"521\"></p><p>小鹏和特斯拉又吵起来了，更准确地说是身价1230亿美元的马斯克对身价67亿美元的何小鹏开启了嘲讽模式。实际上，何小鹏与马斯克的“相爱相杀”，前者不止一次公开表示过对马斯克的敬佩，但交锋也不断。这已经不是马斯克第一次公开指出小鹏汽车的“抄袭”行为了。</p><p>去年12月，CleanTechnica发表题为“小鹏汽车自主研发自动驾驶技术让其维持低价”的文章，马斯克以嘲讽口吻评论此文“自主研发”，并附上两个笑哭的表情。不到一小时后，马斯克又在回复另外一名网友时表示：小鹏的自动驾驶软件确实是我们的灵感，但这是一个旧款的特斯拉软件版本，所以效果有限。</p><p>作为特斯拉最强公关人的马斯克，看不起何小鹏也不是没有理由。</p><p><b>小鹏汽车多位高管曾任职于特斯拉</b></p><p>二者之间复杂的纠纷在于小鹏汽车从特斯拉挖人，也从而引来知识权的纠纷。</p><p>2019年1月4日，曹植光入职小鹏汽车，成为“感知团队负责人”，主要负责“开发和交付用于生产汽车的自动驾驶技术”。2019年3月21日曹光植被特斯拉起诉，中间仅任职两个多月。</p><p><img src=\"https://static.tigerbbs.com/df9f4f309de4ecb532cdc85f6b3fdaa8\" tg-width=\"740\" tg-height=\"620\"></p><p>曹光植来到特斯拉自动驾驶部门的地位也极高。据外媒介绍：“特斯拉大约有40人能够直接访问Autopilot源代码，他就是其中之一”。Autopilot是特斯拉的高级辅助驾驶系统。特斯拉以窃取公司自动驾驶商业机密为由，备份了部分特斯拉源代码信息，将曹光植等人告上法庭。</p><p>特斯拉声称，曹光植去年年底开始将“特斯拉Autopilot相关源代码的完整副本”上传到他的个人iCloud账户。根据起诉书，曹光植被控压缩并移动了30多万个与Autopilot相关的文件和目录。</p><p>其实早在2019年7月，曹光植在提交给法庭的文件中承认，他“在2018年使用他的个人iCloud账户创建了某些特斯拉信息的备份副本”。他还承认，他在2018年底创建了包含Autopilot源代码的zip文件，并证实小鹏在12月12日向他提供了一封录用信。</p><p>曹植光说，他在12月26日左右”断开了自己的iCloud个人账户与特斯拉提供的电脑之间的连接，并在2019年12月27日至1月1日期间继续登录特斯拉的网络。但最后曹光植否认了这些活动构成任何形式的不当行为及敏感信息。他的法律团队辩称，他在离开特斯拉之前，做出努力删除任何这样的特斯拉文件。</p><p>为了自证清白，小鹏汽车主动提供了曹光植工作电脑的电子备份。对此，小鹏在一份声明中指出，特斯拉所极力表现出来的一切，都显示出对一个年轻竞争对手明显的霸凌行为。</p><p>战斗了一年有余的诉讼，至今未有定论。</p><p>不管小鹏汽车承认与否，其自动驾驶的能力都离不开早期几位行业精英的鼎立相助。除了曹植光，20小鹏汽车也曾迎来过一位有特斯拉背景的人——谷俊丽。</p><p><img src=\"https://static.tigerbbs.com/d945339ab8b6d0f257a01f7e9738eef0\" tg-width=\"626\" tg-height=\"416\"></p><p>2017年10月，谷俊丽从特斯拉离开，加盟小鹏汽车并出任小鹏汽车自动驾驶研发副总裁。加入小鹏汽车前，谷俊丽最近的一份工作是在特斯拉担任 Machine Learning 的技术负责人。“特斯拉自动驾驶系统 Autopilot 一半的代码都由她一己之力完成”。共事前员工曾这样评价。</p><p>在谷俊丽任职期间，小鹏汽车量产了第一款可持续FOTA的自动辅助驾驶车型小鹏G3 2.0版本（1.0版本未对外交付），同时还提出G3主要采用视觉摄像头为主、雷达和其他测距传感器为辐的方案。可见，谷俊丽极大地提升了小鹏汽车自动驾驶能力，而且奠定了小鹏汽车后期在自动驾驶方面的发展路线。有小鹏汽车员工称：没有谷俊丽就没有现在的小鹏。</p><p><b>隔空嘴炮不如靠实力说话</b></p><p>而隔空互怼的背后，是愤怒还是不安？</p><p>前几次的嘲讽怒怼都以沉默告终，这次何小鹏接了个高难度的“球”，也进行狠狠地怼了回去。“造谣早就证明时无法打败任何竞争对手的。明年开始，中国地自动驾驶你要有思想准备，被我们打的找不着东，至于国际，我们会相遇的”。</p><p>不知道对小鹏这个尚在抄作业的“小鹏友”来说，自信的底气来自于哪里。在中国市场，国产三家已经和特斯拉短兵相接，虽然被吐槽“割韭菜”，但特斯拉的总销量依然排名在前。想要把吹过的牛实现，不论是何小鹏，还是其它两家，都不是靠发微博放狠话能实现的。</p>","source":"lsy1568892980557","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>马斯克与何小鹏：一边互喷，一边圈占资本市场</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马斯克与何小鹏：一边互喷，一边圈占资本市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/pYx1CoqQJqfulQMydBrJ7Q><strong>锌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，新能源汽车再度开启“飙车”模式，特斯拉大涨6.51%，又一次创下新高。小鹏汽车更是大涨33.98%，一路狂飙后，“造车新势力”不断超车，美股中概股市值位次发生新变化。小鹏汽车最新市值一举飙升至520亿美元，成为美股中概股市值第7高的公司。马斯克与何小鹏，作为中美造车新势力的代表人物，在社交媒体上展开了隔空“互怼”。双方的互喷，可以概括为马斯克说何小鹏“抄袭”，何小鹏说“我能超过特斯拉”。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/pYx1CoqQJqfulQMydBrJ7Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e8fa1acbaddd88dd0851972b23256ba","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/pYx1CoqQJqfulQMydBrJ7Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148937646","content_text":"近期，新能源汽车再度开启“飙车”模式，特斯拉大涨6.51%，又一次创下新高。小鹏汽车更是大涨33.98%，一路狂飙后，“造车新势力”不断超车，美股中概股市值位次发生新变化。小鹏汽车最新市值一举飙升至520亿美元，成为美股中概股市值第7高的公司。马斯克与何小鹏，作为中美造车新势力的代表人物，在社交媒体上展开了隔空“互怼”。双方的互喷，可以概括为马斯克说何小鹏“抄袭”，何小鹏说“我能超过特斯拉”。隔洋互喷事情起因于广州车展上，11月20日，小鹏汽车宣布将从2021年开始，在生产车型上升级自动驾驶和硬件系统，并采用激光雷达技术，来提高汽车的整体性能，推出全球首款搭载激光雷达的量产智能汽车。这个消息一出来，便引来美国业界人士的一些议论：为什么小鹏汽车会用激光雷达？我相信它会在很大程度上提高精度，但会严重限制其自主方法的可伸缩性。他们有没有意识到他们无法复制特斯拉的方法？此评论随后收到了特斯拉创始人马斯克的质疑，还在“小鹏汽车是否复制了特斯拉源代码”评论下回复，“这只是小鹏的问题，其他公司是没有的”，并转发消息表示“他们有我们老的软件版本，但没有我们的神经网络算法”。图片来自推特截图紧接着，小鹏汽车董事长何小鹏发布朋友圈，疑似作出回应称：“看来昨天我们发布的包含激光雷达的小鹏下一代自动驾驶架构，让西边的某人很不爽，连续用pigu发声。我想说的是，造谣早就证明是无法打败任何竞争对手的，明年开始，在中国的自动驾驶你要有思想准备被我们打的找不着东，至于国际，我们会相遇的。”图片来自何小鹏朋友圈文中出现了“不爽”、“pigu”、“造谣”等极度表现情绪不满的字眼。虽然没有挂上马斯克的大名，但毫无疑问，何小鹏说的“西边的某人”，指的就是马斯克。小鹏和特斯拉又吵起来了，更准确地说是身价1230亿美元的马斯克对身价67亿美元的何小鹏开启了嘲讽模式。实际上，何小鹏与马斯克的“相爱相杀”，前者不止一次公开表示过对马斯克的敬佩，但交锋也不断。这已经不是马斯克第一次公开指出小鹏汽车的“抄袭”行为了。去年12月，CleanTechnica发表题为“小鹏汽车自主研发自动驾驶技术让其维持低价”的文章，马斯克以嘲讽口吻评论此文“自主研发”，并附上两个笑哭的表情。不到一小时后，马斯克又在回复另外一名网友时表示：小鹏的自动驾驶软件确实是我们的灵感，但这是一个旧款的特斯拉软件版本，所以效果有限。作为特斯拉最强公关人的马斯克，看不起何小鹏也不是没有理由。小鹏汽车多位高管曾任职于特斯拉二者之间复杂的纠纷在于小鹏汽车从特斯拉挖人，也从而引来知识权的纠纷。2019年1月4日，曹植光入职小鹏汽车，成为“感知团队负责人”，主要负责“开发和交付用于生产汽车的自动驾驶技术”。2019年3月21日曹光植被特斯拉起诉，中间仅任职两个多月。曹光植来到特斯拉自动驾驶部门的地位也极高。据外媒介绍：“特斯拉大约有40人能够直接访问Autopilot源代码，他就是其中之一”。Autopilot是特斯拉的高级辅助驾驶系统。特斯拉以窃取公司自动驾驶商业机密为由，备份了部分特斯拉源代码信息，将曹光植等人告上法庭。特斯拉声称，曹光植去年年底开始将“特斯拉Autopilot相关源代码的完整副本”上传到他的个人iCloud账户。根据起诉书，曹光植被控压缩并移动了30多万个与Autopilot相关的文件和目录。其实早在2019年7月，曹光植在提交给法庭的文件中承认，他“在2018年使用他的个人iCloud账户创建了某些特斯拉信息的备份副本”。他还承认，他在2018年底创建了包含Autopilot源代码的zip文件，并证实小鹏在12月12日向他提供了一封录用信。曹植光说，他在12月26日左右”断开了自己的iCloud个人账户与特斯拉提供的电脑之间的连接，并在2019年12月27日至1月1日期间继续登录特斯拉的网络。但最后曹光植否认了这些活动构成任何形式的不当行为及敏感信息。他的法律团队辩称，他在离开特斯拉之前，做出努力删除任何这样的特斯拉文件。为了自证清白，小鹏汽车主动提供了曹光植工作电脑的电子备份。对此，小鹏在一份声明中指出，特斯拉所极力表现出来的一切，都显示出对一个年轻竞争对手明显的霸凌行为。战斗了一年有余的诉讼，至今未有定论。不管小鹏汽车承认与否，其自动驾驶的能力都离不开早期几位行业精英的鼎立相助。除了曹植光，20小鹏汽车也曾迎来过一位有特斯拉背景的人——谷俊丽。2017年10月，谷俊丽从特斯拉离开，加盟小鹏汽车并出任小鹏汽车自动驾驶研发副总裁。加入小鹏汽车前，谷俊丽最近的一份工作是在特斯拉担任 Machine Learning 的技术负责人。“特斯拉自动驾驶系统 Autopilot 一半的代码都由她一己之力完成”。共事前员工曾这样评价。在谷俊丽任职期间，小鹏汽车量产了第一款可持续FOTA的自动辅助驾驶车型小鹏G3 2.0版本（1.0版本未对外交付），同时还提出G3主要采用视觉摄像头为主、雷达和其他测距传感器为辐的方案。可见，谷俊丽极大地提升了小鹏汽车自动驾驶能力，而且奠定了小鹏汽车后期在自动驾驶方面的发展路线。有小鹏汽车员工称：没有谷俊丽就没有现在的小鹏。隔空嘴炮不如靠实力说话而隔空互怼的背后，是愤怒还是不安？前几次的嘲讽怒怼都以沉默告终，这次何小鹏接了个高难度的“球”，也进行狠狠地怼了回去。“造谣早就证明时无法打败任何竞争对手的。明年开始，中国地自动驾驶你要有思想准备，被我们打的找不着东，至于国际，我们会相遇的”。不知道对小鹏这个尚在抄作业的“小鹏友”来说，自信的底气来自于哪里。在中国市场，国产三家已经和特斯拉短兵相接，虽然被吐槽“割韭菜”，但特斯拉的总销量依然排名在前。想要把吹过的牛实现，不论是何小鹏，还是其它两家，都不是靠发微博放狠话能实现的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393206632,"gmtCreate":1606309255126,"gmtModify":1703842455783,"author":{"id":"3482833057107673","authorId":"3482833057107673","authorIdStr":"3482833057107673","name":"CeciliaGuan","avatar":"https://static.tigerbbs.com/788bd54b7d7fc33375ad4552f096a324","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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