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花农不种花

花农不种花

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花农不种花

11-09

恭喜该机构错过特斯拉大涨[喷血]

景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等

花农不种花

09-12

老黄更踏实稳重

花农不种花

08-26

$Maxeon Solar Technologies Ltd(MAXN)$ 中环增持1.5亿股

花农不种花

07-13

总是在这些问题上犯傻

Musk Donates to Trump, Tapping Fortune to Swing 2024 Race

花农不种花

07-03

$特斯拉(TSLA)$ 财报不会好吧？销量增加了，毛利率下降了。

花农不种花

05-29

$亿航智能(EH)$ 没啥技术含量，没有护城河，风险极高，一旦发生安全事故，就是灭顶之灾。

花农不种花

05-28

$蔚来(NIO)$ 不干了？继续干到4块以下。

花农不种花

05-17

你们不要我要

“索罗斯战友”到底猛砍了多少英伟达？答案来了：至少70%！

花农不种花

05-16

亏死你

蔚来(9866.HK)：上调至买入乐道L60有望引领蔚来销量进入第二成长曲线

花农不种花

05-15

$蔚来(NIO)$ 有什么理由买这安贫乐道不买小米？

花农不种花

05-09

$蔚来(NIO)$ 中国好人——卖一辆亏一辆，真正的慈善事业[强]

花农不种花

04-25

真会扯淡，特斯拉大跌跟放弃廉价车有屁的关系，媒体报道后第二天马斯克不就辟谣了吗？特斯拉下跌主要原因是销量扑街，自动驾驶和机器人遥遥无期。

Ron Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”

花农不种花

04-24

$特斯拉(TSLA)$ 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。

花农不种花

04-24

$特斯拉(TSLA)$ 影子都没有见到，这就年底能生产新车型了？

花农不种花

04-23

$特斯拉(TSLA)$ 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？

花农不种花

04-23

$特斯拉(TSLA)$ 有人在赌马斯克明天放大招？他没招可放。

花农不种花

04-22

$特斯拉(TSLA)$ 股价离100不远了

花农不种花

04-22

$英伟达(NVDA)$ 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。

花农不种花

04-10

你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。$特斯拉(TSLA)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $英伟达(NVDA)$

特斯拉又搞了一个 unbox 技术，这次又打算降价多少？

花农不种花

04-09

$特斯拉(TSLA)$ 当FSD成熟并投入应用时，特斯拉应该被重新定价。前段时间看空、做空，从昨天开始已经空翻多。

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10:17","market":"us","language":"zh","title":"景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等","url":"https://stock-news.laohu8.com/highlight/detail?id=1192760457","media":"智通财经网","summary":"第三季度持仓总市值为31.5亿美元。","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。</p><p style=\"text-align: justify;\">最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b68fe19642dbaf9f456480130a4cca9c\" title=\"\" tg-width=\"613\" tg-height=\"334\"/></p><p style=\"text-align: justify;\"><strong>在前十大重仓股中，</strong>拼多多位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。</p><p style=\"text-align: justify;\">Meta Platforms位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。</p><p style=\"text-align: justify;\">网易位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。</p><p style=\"text-align: justify;\">台积电位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。</p><p style=\"text-align: justify;\">满帮位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。</p><p style=\"text-align: justify;\">位列景林的前十大重仓股的个股还包括：苹果、中通快递、Doordash、新东方。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf65862dabe040dc6ea1b0742fbf6b6a\" title=\"\" tg-width=\"1105\" tg-height=\"561\"/></p><p style=\"text-align: justify;\"><strong>从持仓比例变化来看，前五大买入标的分别是：</strong>苹果、中通快速、腾讯音乐、阿里巴巴、好未来。</p><p style=\"text-align: justify;\"><strong>前五大卖出标的包括：</strong>微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e9fa69ad3189c1356a5e583ffed8cd0\" title=\"\" tg-width=\"832\" tg-height=\"457\"/></p><p style=\"text-align: justify;\">景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c09589a3e0540c38eb539d6026a62579\" alt=\"\" title=\"\" tg-width=\"1021\" tg-height=\"375\"/></p><p style=\"text-align: justify;\">景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3493fc0dfcc137cabdc40fe3018ac9ec\" title=\"\" tg-width=\"1000\" tg-height=\"657\"/></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等</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景林资产Q3大举增持苹果，减持微软、英伟达，清仓特斯拉等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1208887.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。在前十大重仓股中，拼多多位列第一，持仓约452万股，持仓...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1208887.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/279271afecbc42ac3281d9f038aec03d","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1208887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192760457","content_text":"根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。在前十大重仓股中，拼多多位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。Meta Platforms位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。网易位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。台积电位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。满帮位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。位列景林的前十大重仓股的个股还包括：苹果、中通快递、Doordash、新东方。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。从持仓比例变化来看，前五大买入标的分别是：苹果、中通快速、腾讯音乐、阿里巴巴、好未来。前五大卖出标的包括：微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。景林三季度建仓Sea、Alphabet、百济神州、传奇生物、辉瑞、戴尔科技。景林三季度清仓波士顿科学、默沙东、赛默飞世尔、美国雅保、亚马逊、诺和诺德、阿斯麦、iShares费城半导体ETF、特斯拉、挚文集团、1药网、理想汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348686473814048,"gmtCreate":1726155872978,"gmtModify":1726155874610,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"老黄更踏实稳重","listText":"老黄更踏实稳重","text":"老黄更踏实稳重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348686473814048","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342475225862432,"gmtCreate":1724632666177,"gmtModify":1724632667831,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MAXN\">$Maxeon Solar Technologies Ltd(MAXN)$</a> 中环增持1.5亿股","listText":"<a href=\"https://laohu8.com/S/MAXN\">$Maxeon Solar Technologies Ltd(MAXN)$</a> 中环增持1.5亿股","text":"$Maxeon Solar Technologies Ltd(MAXN)$ 中环增持1.5亿股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/342475225862432","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185542618773100","authorId":"4185542618773100","name":"wang1122","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4185542618773100","authorIdStr":"4185542618773100"},"content":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？","text":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？","html":"美股增持需要公告吗？ 提前还是增持后，有增持比率限制吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326866005602512,"gmtCreate":1720833017233,"gmtModify":1720837043441,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"总是在这些问题上犯傻","listText":"总是在这些问题上犯傻","text":"总是在这些问题上犯傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326866005602512","repostId":"1118965778","repostType":2,"repost":{"id":"1118965778","pubTimestamp":1720832178,"share":"https://www.laohu8.com/m/news/1118965778?lang=&edition=full","pubTime":"2024-07-13 08:56","market":"us","language":"en","title":"Musk Donates to Trump, Tapping Fortune to Swing 2024 Race","url":"https://stock-news.laohu8.com/highlight/detail?id=1118965778","media":"Bloomberg","summary":"Tech mogul contributed to group backing Trump in swing statesMove demonstrates Musk’s growing influence in WashingtonElon MuskBillionaire Elon Musk has donated to a super political action committee wo","content":"<html><head></head><body><ul style=\"\"><li><p>Tech mogul contributed to group backing Trump in swing states</p></li><li><p>Move demonstrates Musk’s growing influence in Washington</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b41bcfef190a57ee9f251b918e566e74\" alt=\"Elon Musk\" title=\"Elon Musk\" tg-width=\"2200\" tg-height=\"1467\"/><span>Elon Musk</span></p><p>Billionaire Elon Musk has donated to a super political action committee working to elect Donald Trump to the White House, a major gambit by the world’s richest person to make his imprint on the US political landscape.</p><p>Musk has contributed to a low-profile group called America PAC, according to people familiar with the matter, who requested anonymity to detail his plans. It’s unclear how much Musk has given, but the people characterized the figure as a sizable amount. The PAC is next required to disclose its list of donors on July 15.</p><p>The move highlights the growing influence of a technology mogul who tops the Bloomberg Billionaires Index with a net worth of $263.6 billion and his shift from a self-described political independent — who said he preferred to stay out of politics — into a figure who regularly uses his X social-media platform to espouse right-leaning views and assail Democrats.</p><p>The money injection from Musk comes at a time when Trump has overtaken his rival, President Joe Biden, in fundraising with the help of deep-pocketed Wall Street and corporate donors. Biden’s own money raising has dropped off following a calamitous debate that led prominent Democratic donors to put away their checkbooks.</p><p>Musk has yet to publicly endorse a candidate in the 2024 race and said earlier this year he did not anticipate financing either Trump or Biden’s election efforts, but his decision to open his pocketbook presents an opportunity for him to become a financial juggernaut for Republicans.</p><p>Multiple requests for comment to Musk were not returned. The Trump campaign declined to comment.</p><p>Chris Gober, America PAC’s treasurer, declined to comment.</p><h3 id=\"id_481185748\">Ground-Game Boost</h3><p>America PAC is working mostly behind the scenes to bolster the Trump campaign’s ground game.</p><p>Though Federal Election Commission disclosures don’t detail where work is occurring, canvassing and get-out-the-vote efforts are conducted most intensively in key battleground states that will determine the outcome of the election.</p><p>Musk’s efforts threaten to deal a devastating blow to Biden and Democrats, who are already mired in an intraparty battle over the president’s political future.</p><p>Democrats invested heavily in field offices and staff in swing states, moves Biden regularly touts on the stump.</p><p>A super PAC matching those efforts on Trump’s behalf gives Republicans a major cash advantage to spend official campaign money elsewhere, in what is shaping up to be the most expensive presidential election in US history.</p><p>Among outside organizations backing Trump, America PAC is the biggest spender on direct voter contacts. It has spent $15.8 million so far, with $13.1 million of that going for field operations, federal records show. It has also paid for digital media, texting and phone calls to reach voters.</p><p>The group focuses on door-to-door persuasion and get-out-the-vote efforts. A recent ruling by the FEC allows super PACs to coordinate with campaigns on voter outreach.</p><p>America PAC has hired In Field Strategies, a national grassroots firm that’s also done work for the Republican National Committee.</p><p>Representatives for In Field didn’t respond to a request for comment.</p><h3 id=\"id_1155447564\">Corporate Impact</h3><p>The political money makes Musk an even more formidable Washington player. He derives his wealth primarily from his holdings in electric vehicle maker Tesla Inc., SpaceX and X. His companies already boast sizable government contracts and regularly clash with federal agencies over regulations.</p><p>Some of Trump’s proposed policies, such as dismantling Biden’s measures to transition the US to electric vehicles and vows to impose tariffs on Chinese EV makers, would have a direct impact on Tesla.</p><p>Musk and Trump have clashed in the past but the two have grown closer with the tech entrepreneur advising the former president on electric vehicles and crypto policy.</p><p>During Tesla’s annual meeting last month, Musk discussed his relationship with Trump.</p><p>“He does call me out of the blue for no reason,” Musk said.</p></body></html>","source":"lsy1584095487587","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>Musk Donates to Trump, Tapping Fortune to Swing 2024 Race</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nMusk Donates to Trump, Tapping Fortune to Swing 2024 Race\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-13 08:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-12/elon-musk-donates-to-trump-tapping-vast-fortune-to-swing-2024-race?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech mogul contributed to group backing Trump in swing statesMove demonstrates Musk’s growing influence in WashingtonElon MuskBillionaire Elon Musk has donated to a super political action committee ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-12/elon-musk-donates-to-trump-tapping-vast-fortune-to-swing-2024-race?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团","TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-12/elon-musk-donates-to-trump-tapping-vast-fortune-to-swing-2024-race?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118965778","content_text":"Tech mogul contributed to group backing Trump in swing statesMove demonstrates Musk’s growing influence in WashingtonElon MuskBillionaire Elon Musk has donated to a super political action committee working to elect Donald Trump to the White House, a major gambit by the world’s richest person to make his imprint on the US political landscape.Musk has contributed to a low-profile group called America PAC, according to people familiar with the matter, who requested anonymity to detail his plans. It’s unclear how much Musk has given, but the people characterized the figure as a sizable amount. The PAC is next required to disclose its list of donors on July 15.The move highlights the growing influence of a technology mogul who tops the Bloomberg Billionaires Index with a net worth of $263.6 billion and his shift from a self-described political independent — who said he preferred to stay out of politics — into a figure who regularly uses his X social-media platform to espouse right-leaning views and assail Democrats.The money injection from Musk comes at a time when Trump has overtaken his rival, President Joe Biden, in fundraising with the help of deep-pocketed Wall Street and corporate donors. Biden’s own money raising has dropped off following a calamitous debate that led prominent Democratic donors to put away their checkbooks.Musk has yet to publicly endorse a candidate in the 2024 race and said earlier this year he did not anticipate financing either Trump or Biden’s election efforts, but his decision to open his pocketbook presents an opportunity for him to become a financial juggernaut for Republicans.Multiple requests for comment to Musk were not returned. The Trump campaign declined to comment.Chris Gober, America PAC’s treasurer, declined to comment.Ground-Game BoostAmerica PAC is working mostly behind the scenes to bolster the Trump campaign’s ground game.Though Federal Election Commission disclosures don’t detail where work is occurring, canvassing and get-out-the-vote efforts are conducted most intensively in key battleground states that will determine the outcome of the election.Musk’s efforts threaten to deal a devastating blow to Biden and Democrats, who are already mired in an intraparty battle over the president’s political future.Democrats invested heavily in field offices and staff in swing states, moves Biden regularly touts on the stump.A super PAC matching those efforts on Trump’s behalf gives Republicans a major cash advantage to spend official campaign money elsewhere, in what is shaping up to be the most expensive presidential election in US history.Among outside organizations backing Trump, America PAC is the biggest spender on direct voter contacts. It has spent $15.8 million so far, with $13.1 million of that going for field operations, federal records show. It has also paid for digital media, texting and phone calls to reach voters.The group focuses on door-to-door persuasion and get-out-the-vote efforts. A recent ruling by the FEC allows super PACs to coordinate with campaigns on voter outreach.America PAC has hired In Field Strategies, a national grassroots firm that’s also done work for the Republican National Committee.Representatives for In Field didn’t respond to a request for comment.Corporate ImpactThe political money makes Musk an even more formidable Washington player. He derives his wealth primarily from his holdings in electric vehicle maker Tesla Inc., SpaceX and X. His companies already boast sizable government contracts and regularly clash with federal agencies over regulations.Some of Trump’s proposed policies, such as dismantling Biden’s measures to transition the US to electric vehicles and vows to impose tariffs on Chinese EV makers, would have a direct impact on Tesla.Musk and Trump have clashed in the past but the two have grown closer with the tech entrepreneur advising the former president on electric vehicles and crypto policy.During Tesla’s annual meeting last month, Musk discussed his relationship with Trump.“He does call me out of the blue for no reason,” Musk said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323474840797456,"gmtCreate":1719995575658,"gmtModify":1719995576913,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 财报不会好吧？销量增加了，毛利率下降了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 财报不会好吧？销量增加了，毛利率下降了。","text":"$特斯拉(TSLA)$ 财报不会好吧？销量增加了，毛利率下降了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/323474840797456","isVote":1,"tweetType":1,"viewCount":3482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"你就说亏了多少吧","text":"你就说亏了多少吧","html":"你就说亏了多少吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311182841524408,"gmtCreate":1716992127494,"gmtModify":1716992129114,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 没啥技术含量，没有护城河，风险极高，一旦发生安全事故，就是灭顶之灾。","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 没啥技术含量，没有护城河，风险极高，一旦发生安全事故，就是灭顶之灾。","text":"$亿航智能(EH)$ 没啥技术含量，没有护城河，风险极高，一旦发生安全事故，就是灭顶之灾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311182841524408","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547731941143025","authorId":"3547731941143025","name":"PeterU","avatar":"https://static.tigerbbs.com/40d670da94716e81480ebc6dcad302c2","crmLevel":6,"crmLevelSwitch":0,"idStr":"3547731941143025","authorIdStr":"3547731941143025"},"content":"这话说的没水平，没一定技术实力也干不了这个活。另外，没有一定政府背景，能拿到唯一的三证。这不是护城河？","text":"这话说的没水平，没一定技术实力也干不了这个活。另外，没有一定政府背景，能拿到唯一的三证。这不是护城河？","html":"这话说的没水平，没一定技术实力也干不了这个活。另外，没有一定政府背景，能拿到唯一的三证。这不是护城河？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310722007191608,"gmtCreate":1716887335725,"gmtModify":1716887337262,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 不干了？继续干到4块以下。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 不干了？继续干到4块以下。","text":"$蔚来(NIO)$ 不干了？继续干到4块以下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310722007191608","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306724012290048,"gmtCreate":1715918503418,"gmtModify":1715918505464,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"你们不要我要","listText":"你们不要我要","text":"你们不要我要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306724012290048","repostId":"2436893864","repostType":2,"repost":{"id":"2436893864","pubTimestamp":1715897500,"share":"https://www.laohu8.com/m/news/2436893864?lang=&edition=full","pubTime":"2024-05-17 06:11","market":"us","language":"zh","title":"“索罗斯战友”到底猛砍了多少英伟达？答案来了：至少70%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2436893864","media":"华尔街见闻","summary":"分析称，13F文件有时滞，从Druckenmiller上周的表态来看，他可能不会在二季度增持英伟达，相反地，完全有可能进一步减持。","content":"<html><head></head><body><blockquote><p>分析称，13F文件有时滞，从Druckenmiller上周的表态来看，他可能不会在二季度增持英伟达，相反地，完全有可能进一步减持。</p></blockquote><p style=\"text-align: justify;\">前索罗斯副手、亿万富翁Stanley Druckenmiller上周表示，人工智能热潮可能被过度炒作了，他削减了许多英伟达持仓，不过减持规模并没有透露。最新的13F文件给出了相关重要线索。</p><p style=\"text-align: justify;\"><strong>本周公布的13F文件显示，Druckenmiller的家族办公室在今年第一季度出售了超过44.1万股的英伟达股票，将其英伟达持仓减少至仅17.6万股，这意味着仅截至一季度末，削减比例就超过七成，剩余英伟达持股的价值约为1.58亿美元。</strong></p><p style=\"text-align: justify;\"><strong>分析称，13F文件具有时滞性，仅为截至一季度末，从Druckenmiller上周的表态来看，他可能不会在二季度增加其英伟达的持仓，相反地，完全有可能在进入二季度进一步削减英伟达的持仓。</strong></p><p style=\"text-align: justify;\">回顾下Druckenmiller上周的讲话要点：</p><blockquote><p style=\"text-align: justify;\"><strong>我们确实在3月下旬削减了英伟达以及其他很多头寸，我只是需要一个休息，</strong>我们经历了一段地狱般的好运气。我们认识到的很多东西现在已经为市场所认可。</p><p style=\"text-align: justify;\">我不是沃伦·巴菲特，无法持有股票10到20年。有时候我真希望自己是巴菲特。</p><p style=\"text-align: justify;\">2022年秋天由年轻合伙人介绍了解英伟达，<strong>我连拼写都不会，但我还是买了进去。</strong></p><p style=\"text-align: justify;\"><strong>一个月后ChatGPT就出现了，即便是像我这样的老家伙，也能明白这意味着什么，所以我大幅增加了头寸。人工智能的繁荣可能是我们从未见过的大趋势，有可能比互联网更大。</strong></p></blockquote><p style=\"text-align: justify;\">Druckenmiller是全球最成功的宏观对冲基金经理之一，供职于索罗斯的量子基金期间，他取得了极少数的30+30的业绩：30年中业绩复合收益率达到了惊人的30%。不仅如此，这其中没有任何一年亏损。<strong>Druckenmiller在去年AI大潮爆发初期，也精准地踩对了英伟达本轮上涨，英伟达此前一度是他旗下最大的持仓。</strong></p><p style=\"text-align: justify;\">英伟达将于下周公布重磅财报，尽管其股价今年以来已经飙升了约90%，但华尔街仍乐观展望，目标价一个比一个高。汇丰银行分析师Frank Lee认为，投资者目前对英伟达的人工智能业务前景预期存在低估，该股仍有很大的上涨空间，上调英伟达目标价至1350美元。</p><p style=\"text-align: justify;\">除了英伟达，Druckenmiller还大幅减持甚至清仓了礼来、雪佛龙、瑞银等股票。13F还显示Druckenmiller的另一重要操作：<strong>一季度大举做多美股小盘股，投资于iShares Russell 2000 ETF IWM的看涨期权。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa03f503d60e3d749d2c0d0a76f4fde\" tg-width=\"640\" tg-height=\"386\"/></p><p style=\"text-align: justify;\">事实上，Druckenmiller并不是唯一减持热门科技股的，<strong>另外有其他知名的基金经理们，也减持“七姐妹”等科技股：</strong></p><blockquote><p style=\"text-align: justify;\">13F文件显示，David Tepper大幅削减了他在亚马逊、微软和Meta的持股。David Bonderman的Wildcat资本管理公司抛售了Meta股票，头寸仅剩2370万美元。Michael Platt的BlueCrest资本管理公司抛售了英伟达和亚马逊。</p></blockquote><p style=\"text-align: justify;\"><strong>“七姐妹”公司内部的高管们也抛售：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41c606ce90d64b61d630d46d7a979392\" tg-width=\"586\" tg-height=\"609\"/></p><p style=\"text-align: justify;\">财经金融博客Zerohedge评论说，我们还要提醒读者注意Druckenmiller上周的评论，他将拜登经济学评为“F”。这是一个不祥的迹象，表明他对美国经济的前景远非乐观。聪明的资金不想在音乐停止时陷入美联储主席鲍威尔的音乐椅游戏中。</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>“索罗斯战友”到底猛砍了多少英伟达？答案来了：至少70%！</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; }\nh3,h4,h5,h6{ line-height:1.35; 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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“索罗斯战友”到底猛砍了多少英伟达？答案来了：至少70%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 06:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715110><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析称，13F文件有时滞，从Druckenmiller上周的表态来看，他可能不会在二季度增持英伟达，相反地，完全有可能进一步减持。前索罗斯副手、亿万富翁Stanley Druckenmiller上周表示，人工智能热潮可能被过度炒作了，他削减了许多英伟达持仓，不过减持规模并没有透露。最新的13F文件给出了相关重要线索。本周公布的13F文件显示，Druckenmiller的家族办公室在今年第一季度出售...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715110\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4162fc507d6650e9136a95272a3d6404","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","BK4581":"高盛持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","BK4587":"ChatGPT概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4543":"AI","BK4527":"明星科技股","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3715110","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436893864","content_text":"分析称，13F文件有时滞，从Druckenmiller上周的表态来看，他可能不会在二季度增持英伟达，相反地，完全有可能进一步减持。前索罗斯副手、亿万富翁Stanley Druckenmiller上周表示，人工智能热潮可能被过度炒作了，他削减了许多英伟达持仓，不过减持规模并没有透露。最新的13F文件给出了相关重要线索。本周公布的13F文件显示，Druckenmiller的家族办公室在今年第一季度出售了超过44.1万股的英伟达股票，将其英伟达持仓减少至仅17.6万股，这意味着仅截至一季度末，削减比例就超过七成，剩余英伟达持股的价值约为1.58亿美元。分析称，13F文件具有时滞性，仅为截至一季度末，从Druckenmiller上周的表态来看，他可能不会在二季度增加其英伟达的持仓，相反地，完全有可能在进入二季度进一步削减英伟达的持仓。回顾下Druckenmiller上周的讲话要点：我们确实在3月下旬削减了英伟达以及其他很多头寸，我只是需要一个休息，我们经历了一段地狱般的好运气。我们认识到的很多东西现在已经为市场所认可。我不是沃伦·巴菲特，无法持有股票10到20年。有时候我真希望自己是巴菲特。2022年秋天由年轻合伙人介绍了解英伟达，我连拼写都不会，但我还是买了进去。一个月后ChatGPT就出现了，即便是像我这样的老家伙，也能明白这意味着什么，所以我大幅增加了头寸。人工智能的繁荣可能是我们从未见过的大趋势，有可能比互联网更大。Druckenmiller是全球最成功的宏观对冲基金经理之一，供职于索罗斯的量子基金期间，他取得了极少数的30+30的业绩：30年中业绩复合收益率达到了惊人的30%。不仅如此，这其中没有任何一年亏损。Druckenmiller在去年AI大潮爆发初期，也精准地踩对了英伟达本轮上涨，英伟达此前一度是他旗下最大的持仓。英伟达将于下周公布重磅财报，尽管其股价今年以来已经飙升了约90%，但华尔街仍乐观展望，目标价一个比一个高。汇丰银行分析师Frank Lee认为，投资者目前对英伟达的人工智能业务前景预期存在低估，该股仍有很大的上涨空间，上调英伟达目标价至1350美元。除了英伟达，Druckenmiller还大幅减持甚至清仓了礼来、雪佛龙、瑞银等股票。13F还显示Druckenmiller的另一重要操作：一季度大举做多美股小盘股，投资于iShares Russell 2000 ETF IWM的看涨期权。事实上，Druckenmiller并不是唯一减持热门科技股的，另外有其他知名的基金经理们，也减持“七姐妹”等科技股：13F文件显示，David Tepper大幅削减了他在亚马逊、微软和Meta的持股。David Bonderman的Wildcat资本管理公司抛售了Meta股票，头寸仅剩2370万美元。Michael Platt的BlueCrest资本管理公司抛售了英伟达和亚马逊。“七姐妹”公司内部的高管们也抛售：财经金融博客Zerohedge评论说，我们还要提醒读者注意Druckenmiller上周的评论，他将拜登经济学评为“F”。这是一个不祥的迹象，表明他对美国经济的前景远非乐观。聪明的资金不想在音乐停止时陷入美联储主席鲍威尔的音乐椅游戏中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306439824023768,"gmtCreate":1715848981558,"gmtModify":1715849023511,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"亏死你","listText":"亏死你","text":"亏死你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306439824023768","repostId":"2435640361","repostType":2,"repost":{"id":"2435640361","pubTimestamp":1715843508,"share":"https://www.laohu8.com/m/news/2435640361?lang=&edition=full","pubTime":"2024-05-16 15:11","market":"hk","language":"zh","title":"蔚来(9866.HK)：上调至买入 乐道L60有望引领蔚来销量进入第二成长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2435640361","media":"交银国际","summary":"乐道L60 发布，预售价21.99 万元，定价具吸引力。蔚来昨晚发布子品牌乐道，首款L60 定位家用智能电动SUV，9 月开始交付。我们预测稳态月销量在9 千到1 万台水平，将会成为蔚来销量进入第二成长曲线的关键驱动。我们预测蔚来总销量2025/26 年增长57.6%/22.0%至30 万/37 万台。明年蔚来+乐道月销量有望维持稳态2.5-3 万台水平，有利估值修复。蔚来目前股价对应2024 年预测市销率1.13 倍，已反映部分长期亏损负面因素，我们上调评级至买入。","content":"<html><body><article><p>乐道L60 发布，预售价21.99 万元，定价具吸引力。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>昨晚发布子品牌乐道，首款L60 定位家用<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动SUV，9 月开始交付。L60 车长宽高4828mm*1930mm*1616mm，轴距2950mm，比 Model Y 更长、更宽、空间更大。全系标配45 项主动和智能安全辅助功能。空间表现方面，新车拥有1046mm 前排头部空间、1010mm 后排头部空间和160mm 后排净膝部空间。从官方公布的参数来看，乐道L60 能耗表现确实不错，官方能耗12.1kWh/100km。续航方面，乐道L60 会提供三个电池包，续航分别为标准续航555km （ 60kWh ） 、长续航730+km （ 85kWh ） 及超长续航1000+km。预售价21.99 万元（人民币，下同），按照我们估算L60 BOM成本14 万元左右，我们认为预售价低于预期。一般最终上市价会较预售再低5 千到1 万元。同时官方还没公布BaaS 方案的定价，最终的BaaS 方案对销量有较大影响。</p><p>乐道L60 具备20 万元以下独一无二的补能体验。我们认为乐道L60 具备独一无二的的补能体验。L60 把<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>舍去的交流慢充口加回来，且全域900V高压系统，并且主电驱、热泵、空调等系统均使用碳化硅技术。同时提供家用慢充和外出快充的体验。另外乐道L60 支持换电，与蔚来共享换电网络，可使用蔚来的第三代、第四代换电站，可以使用全国超1000 座换电站和超2.5 万个蔚来自有充电桩。换电的补能体验是乐道L60 在20 万元以内最大的差异化亮点。我们预测稳态月销量在9 千到1 万台水平，将会成为蔚来销量进入第二成长曲线的关键驱动。</p><p>上调至买入，短期看蔚来销量，下半年看乐道带来的增量。我们上调2025/26 年收入预测13%/21%，以反映我们上调乐道的销量预期。我们预测蔚来总销量2025/26 年增长57.6%/22.0%至30 万/37 万台。蔚来2-3 季度的月交付销量将成为短期的股价驱动因素。从渠道了解到，展车优惠和BaaS 买4 年送1 年的优惠对订单增长影响正面，5-6 月交付有望环比持续改善到2 万台水平。同时我们认为乐道将成为下半年主要驱动因素。明年蔚来+乐道月销量有望维持稳态2.5-3 万台水平，有利估值修复。基于2024年预测市销率1.5 倍，上调目标价至59.88 港元/7.7 美元（NIO US）（前为40.3 港元/5.1 美元）。蔚来目前股价对应2024 年预测市销率1.13 倍，已反映部分长期亏损负面因素，我们上调评级至买入。</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 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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蔚来(9866.HK)：上调至买入 乐道L60有望引领蔚来销量进入第二成长曲线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240516151149876f6891&s=b><strong>交银国际</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>乐道L60 发布，预售价21.99 万元，定价具吸引力。蔚来昨晚发布子品牌乐道，首款L60 定位家用智能电动SUV，9 月开始交付。L60 车长宽高4828mm*1930mm*1616mm，轴距2950mm，比 Model Y 更长、更宽、空间更大。全系标配45 项主动和智能安全辅助功能。空间表现方面，新车拥有1046mm 前排头部空间、1010mm 后排头部空间和160mm 后排净膝部空间。从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240516151149876f6891&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","09866":"蔚来-SW","BK1588":"回港中概股","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240516151149876f6891&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2435640361","content_text":"乐道L60 发布，预售价21.99 万元，定价具吸引力。蔚来昨晚发布子品牌乐道，首款L60 定位家用智能电动SUV，9 月开始交付。L60 车长宽高4828mm*1930mm*1616mm，轴距2950mm，比 Model Y 更长、更宽、空间更大。全系标配45 项主动和智能安全辅助功能。空间表现方面，新车拥有1046mm 前排头部空间、1010mm 后排头部空间和160mm 后排净膝部空间。从官方公布的参数来看，乐道L60 能耗表现确实不错，官方能耗12.1kWh/100km。续航方面，乐道L60 会提供三个电池包，续航分别为标准续航555km （ 60kWh ） 、长续航730+km （ 85kWh ） 及超长续航1000+km。预售价21.99 万元（人民币，下同），按照我们估算L60 BOM成本14 万元左右，我们认为预售价低于预期。一般最终上市价会较预售再低5 千到1 万元。同时官方还没公布BaaS 方案的定价，最终的BaaS 方案对销量有较大影响。乐道L60 具备20 万元以下独一无二的补能体验。我们认为乐道L60 具备独一无二的的补能体验。L60 把蔚来舍去的交流慢充口加回来，且全域900V高压系统，并且主电驱、热泵、空调等系统均使用碳化硅技术。同时提供家用慢充和外出快充的体验。另外乐道L60 支持换电，与蔚来共享换电网络，可使用蔚来的第三代、第四代换电站，可以使用全国超1000 座换电站和超2.5 万个蔚来自有充电桩。换电的补能体验是乐道L60 在20 万元以内最大的差异化亮点。我们预测稳态月销量在9 千到1 万台水平，将会成为蔚来销量进入第二成长曲线的关键驱动。上调至买入，短期看蔚来销量，下半年看乐道带来的增量。我们上调2025/26 年收入预测13%/21%，以反映我们上调乐道的销量预期。我们预测蔚来总销量2025/26 年增长57.6%/22.0%至30 万/37 万台。蔚来2-3 季度的月交付销量将成为短期的股价驱动因素。从渠道了解到，展车优惠和BaaS 买4 年送1 年的优惠对订单增长影响正面，5-6 月交付有望环比持续改善到2 万台水平。同时我们认为乐道将成为下半年主要驱动因素。明年蔚来+乐道月销量有望维持稳态2.5-3 万台水平，有利估值修复。基于2024年预测市销率1.5 倍，上调目标价至59.88 港元/7.7 美元（NIO US）（前为40.3 港元/5.1 美元）。蔚来目前股价对应2024 年预测市销率1.13 倍，已反映部分长期亏损负面因素，我们上调评级至买入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306160357560336,"gmtCreate":1715780749628,"gmtModify":1715780750925,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 有什么理由买这安贫乐道不买小米？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 有什么理由买这安贫乐道不买小米？","text":"$蔚来(NIO)$ 有什么理由买这安贫乐道不买小米？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/306160357560336","isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537092560929042","authorId":"3537092560929042","name":"悠然1024","avatar":"https://static.tigerbbs.com/781227c20b04427aa8f7c4d750645d3c","crmLevel":4,"crmLevelSwitch":0,"idStr":"3537092560929042","authorIdStr":"3537092560929042"},"content":"定位不一样，一个是家用车，一个买来玩的","text":"定位不一样，一个是家用车，一个买来玩的","html":"定位不一样，一个是家用车，一个买来玩的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304018610532384,"gmtCreate":1715244879473,"gmtModify":1715244880852,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 中国好人——卖一辆亏一辆，真正的慈善事业[强]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 中国好人——卖一辆亏一辆，真正的慈善事业[强]&nbsp;&nbsp;","text":"$蔚来(NIO)$ 中国好人——卖一辆亏一辆，真正的慈善事业[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/304018610532384","isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"content":"之前特斯拉也是被骂了十年","text":"之前特斯拉也是被骂了十年","html":"之前特斯拉也是被骂了十年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299150015713592,"gmtCreate":1714060008540,"gmtModify":1714060094739,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"真会扯淡，特斯拉大跌跟放弃廉价车有屁的关系，媒体报道后第二天马斯克不就辟谣了吗？特斯拉下跌主要原因是销量扑街，自动驾驶和机器人遥遥无期。","listText":"真会扯淡，特斯拉大跌跟放弃廉价车有屁的关系，媒体报道后第二天马斯克不就辟谣了吗？特斯拉下跌主要原因是销量扑街，自动驾驶和机器人遥遥无期。","text":"真会扯淡，特斯拉大跌跟放弃廉价车有屁的关系，媒体报道后第二天马斯克不就辟谣了吗？特斯拉下跌主要原因是销量扑街，自动驾驶和机器人遥遥无期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299150015713592","repostId":"2430228025","repostType":2,"repost":{"id":"2430228025","pubTimestamp":1714057600,"share":"https://www.laohu8.com/m/news/2430228025?lang=&edition=full","pubTime":"2024-04-25 23:06","market":"hk","language":"en","title":"Ron Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”","url":"https://stock-news.laohu8.com/highlight/detail?id=2430228025","media":"seekingalpha","summary":" Tesla just had the strongest post-earnings open since Covid Biggest stock movers today: BA, TSLA, TXN, ENPH, and more","content":"<html><body><p>Baron Capital Chairman and CEO Ron Baron said Tesla’s (<span>NASDAQ:TSLA</span>) stock is about to skyrocket, with it having hit a bottom now. </p> <p>In a CNBC interview, the Tesla bull billionaire investor said that the company’s future is in their Robotaxis and<span> their promised affordable electric car. </span></p> <p>On Tuesday, the company announced new models by 2025, including low-cost cars. Earlier this month, Tesla (TSLA) backed down from announcing a $25,000 Model 2 car.</p> <p>But Baron believes that within 10 to 15 years, all cars are going to be electric. The hybrid car trend, he added, “is sort of holding off action so the automobile companies don’t have to lose money on the electric cars,” and said those are too expensive and not effective enough. </p> <p>Also, he said that the reason why the stock is down (-33.65% year-to-date) is that people were concerned that Tesla’s CEO Elon Musk would abandon the idea of having a low-cost car, but he is not. Tesla has the capacity to make 3 million low-cost cars a year, he said.</p> <p>In addition, Baron said SpaceX is going to make 20 times its gains over the next 15 years and four times over the next six or seven years.</p> <p>“Can it be too big? Sure,” he said. “But I do think that we're going to get a lot more money to manage. Therefore, it's going to get diluted down by the new money coming in. I’m always thinking about how large a position should be.”</p> <p>Baron Capital is managing about $3.5B in Tesla (TSLA) shares, he said.</p> <div> <h2>More on Tesla:</h2> <ul> <li>Tesla Is An AI Company That The Market Won't Reward For Now</li> <li>Tesla: Weak Q1 Report, But Cheaper Models Give Hope</li> <li>Tesla: Third Time's The Charm? (Technical Analysis)</li> <li>Tesla just had the strongest post-earnings open since Covid</li> <li>Biggest stock movers today: BA, TSLA, TXN, ENPH, and more</li> </ul> </div></body></html>","source":"seekingalpha","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>Ron Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nRon Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Baron Capital Chairman and CEO Ron Baron said Tesla’s (NASDAQ:TSLA) stock is about to skyrocket, with it having hit a bottom now.  In a CNBC interview, the Tesla bull billionaire investor said that ...</p>\n\n<a href=\"https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/81543188/image_81543188.jpg","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","TSLA":"特斯拉","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430228025","content_text":"Baron Capital Chairman and CEO Ron Baron said Tesla’s (NASDAQ:TSLA) stock is about to skyrocket, with it having hit a bottom now.  In a CNBC interview, the Tesla bull billionaire investor said that the company’s future is in their Robotaxis and their promised affordable electric car.  On Tuesday, the company announced new models by 2025, including low-cost cars. Earlier this month, Tesla (TSLA) backed down from announcing a $25,000 Model 2 car. But Baron believes that within 10 to 15 years, all cars are going to be electric. The hybrid car trend, he added, “is sort of holding off action so the automobile companies don’t have to lose money on the electric cars,” and said those are too expensive and not effective enough.  Also, he said that the reason why the stock is down (-33.65% year-to-date) is that people were concerned that Tesla’s CEO Elon Musk would abandon the idea of having a low-cost car, but he is not. Tesla has the capacity to make 3 million low-cost cars a year, he said. In addition, Baron said SpaceX is going to make 20 times its gains over the next 15 years and four times over the next six or seven years. “Can it be too big? Sure,” he said. “But I do think that we're going to get a lot more money to manage. Therefore, it's going to get diluted down by the new money coming in. I’m always thinking about how large a position should be.” Baron Capital is managing about $3.5B in Tesla (TSLA) shares, he said.  More on Tesla:  Tesla Is An AI Company That The Market Won't Reward For Now Tesla: Weak Q1 Report, But Cheaper Models Give Hope Tesla: Third Time's The Charm? (Technical Analysis) Tesla just had the strongest post-earnings open since Covid Biggest stock movers today: BA, TSLA, TXN, ENPH, and more","news_type":1},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298506417938528,"gmtCreate":1713909973754,"gmtModify":1713911075644,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","text":"$特斯拉(TSLA)$ 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298506417938528","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298501068583072,"gmtCreate":1713908670074,"gmtModify":1713908671680,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 影子都没有见到，这就年底能生产新车型了？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 影子都没有见到，这就年底能生产新车型了？","text":"$特斯拉(TSLA)$ 影子都没有见到，这就年底能生产新车型了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298501068583072","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298396354384184,"gmtCreate":1713883201554,"gmtModify":1713883203088,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","text":"$特斯拉(TSLA)$ 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298396354384184","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298388793508024,"gmtCreate":1713881319232,"gmtModify":1713881320474,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有人在赌马斯克明天放大招？他没招可放。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有人在赌马斯克明天放大招？他没招可放。","text":"$特斯拉(TSLA)$ 有人在赌马斯克明天放大招？他没招可放。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298388793508024","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297959797624968,"gmtCreate":1713772912702,"gmtModify":1713772913985,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 股价离100不远了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 股价离100不远了","text":"$特斯拉(TSLA)$ 股价离100不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297959797624968","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297958114939112,"gmtCreate":1713772415741,"gmtModify":1713772417232,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","text":"$英伟达(NVDA)$ 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/297958114939112","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MZET","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500038331774042","authorIdStr":"3500038331774042"},"content":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！","text":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！","html":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293652122173528,"gmtCreate":1712711940781,"gmtModify":1712716843965,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。$特斯拉(TSLA)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/293652122173528","repostId":"2426175730","repostType":2,"repost":{"id":"2426175730","pubTimestamp":1712678445,"share":"https://www.laohu8.com/m/news/2426175730?lang=&edition=full","pubTime":"2024-04-10 00:00","market":"sh","language":"zh","title":"特斯拉又搞了一个 unbox 技术，这次又打算降价多少？","url":"https://stock-news.laohu8.com/highlight/detail?id=2426175730","media":"差评","summary":"最近，特斯拉又开始整新活了，搞了个新技术叫做unbox ，不知道大伙儿听说了没有。换个说法就是，特斯拉可能又要降价了？但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。所以这个 unbox 也存在弊端。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。","content":"<html><body><p>你以为的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：<strong>尖端科技遥遥领先。</strong></p><p>实际上的特斯拉：<strong>在降本路上一路狂奔。</strong></p><p>最近，特斯拉又开始整新活了，搞了个新技术叫做<strong>unbox （ 拆箱 ）</strong>，不知道大伙儿听说了没有。</p><p>说是用了这种技术以后，<strong>生产成本可以降低一半，</strong>而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。</p><p><img src=\"https://x0.ifengimg.com/res/2024/CA32D0B311D1310EFF642A81AE73EC29292D3A5E_size17_w640_h390.jpg\"/></p><p>换个说法就是<strong>，特斯拉可能又要降价了</strong><strong>？</strong></p><p>诶？我怎么有种似曾相识的即视感。。。</p><p>当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。</p><p><img src=\"https://x0.ifengimg.com/res/2024/4007D8F14DA3D75873C8A1F7E7AC11BFF2E0A38F_size29_w483_h483.jpg\"/></p><p>其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。</p><p>一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。</p><p>但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。</p><p>脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？</p><p><img src=\"https://x0.ifengimg.com/res/2024/47A241FCED3178408C99D2A3F652CD40B0F5DB7A_size36_w640_h384.jpg\"/></p><p>不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。</p><p>以前传统的汽车组装工艺包含四个模块，<strong>冲压、焊接、涂装、总装。</strong></p><p>首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A841FDEC35E616C9B04E52EDC24DFDBC7A0723D1_size1168_w640_h314.gif\"/></p><p><strong>打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。</strong>这个面皮就是白车身，其他都需要在白车身的基础上才能进行。</p><p><strong>而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！</strong></p><p>啊？有谁家是这么包的？这不是更复杂了吗？</p><p><strong>确实更复杂了，但效率也更高了。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2024/819737F3B6764963A5C84B9D9AA420D2667A0F06_size684_w664_h354.gif\"/></p><p>比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/D2B5E461118DE1BA54C738713EF3CBDAFCA29E67_size557_w640_h340.gif\"/></p><p>所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？</p><p>其实要我说，颠覆是不至于的。<strong>技术没有绝对的好坏，只有合适与不合适。</strong></p><p>就像之前的<strong>一体式压铸工艺</strong>，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。</p><p><strong>所以这个 unbox 也存在弊端。</strong></p><p>首先，它最大的问题就是<strong>最后的组装工艺</strong>，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？</p><p><img src=\"https://x0.ifengimg.com/res/2024/74623D236C1BF72801E3B8A809DA570653DEF7FC_size445_w720_h850.png\"/></p><p>比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/2ACBE9742EF5880AD21B0F5C96400A88BBEF09D6_size24_w821_h298.jpg\"/></p><p>而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。</p><p>再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？</p><p>更别说在喷完漆以后，车身都会经过防腐保护处理，<strong>这时候焊接，防腐层就容易受到破坏，</strong>以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。</p><p>所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。</p><p><img src=\"https://x0.ifengimg.com/res/2024/F2966CDFC24CA90CDFFD33F5AE50A23857216E00_size70_w720_h417.jpg\"/></p><p>而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。</p><p>原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。</p><p>但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A14807C9501C0118BE600F99CD0E730CEA9C86D4_size208_w1024_h682.jpg\"/></p><p><strong>总之就是，吃力不一定讨好。</strong></p><p>那特斯拉为啥还要干这事儿呢？</p><p>有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。</p><p><img src=\"https://x0.ifengimg.com/res/2024/27F7C9F2423EA0A7CD32FB64941E3F293A212006_size23_w563_h236.jpg\"/></p><p>也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。</p><p>em.... 咱也说不好为什么。</p><p>但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。</p><p><img src=\"https://x0.ifengimg.com/res/2024/20CD217025644E9D973B2AAC82F732817036D784_size43_w833_h500.jpg\"/></p><p>总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。</p><p>在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，<strong>电车成本和价格都越做越低。</strong></p><p>通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。</p><p>正因如此，<strong>特斯拉需要一个能颠覆产业的全新技术，这就是 unbox </strong>。</p><p>那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。</p><p>至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是</p><p><strong>撰文</strong>：TC<strong> 编辑</strong>：脖子右拧 &amp; 面线 <strong>封面</strong>：子曰</p></body></html>","source":"fenghuang_stock","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\" 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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特斯拉又搞了一个 unbox 技术，这次又打算降价多少？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8YeTgnrlt9T><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为的特斯拉：尖端科技遥遥领先。实际上的特斯拉：在降本路上一路狂奔。最近，特斯拉又开始整新活了，搞了个新技术叫做unbox （ 拆箱 ），不知道大伙儿听说了没有。说是用了这种技术以后，生产成本可以降低一半，而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我...</p>\n\n<a href=\"https://tech.ifeng.com/c/8YeTgnrlt9T\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A 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），不知道大伙儿听说了没有。说是用了这种技术以后，生产成本可以降低一半，而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。以前传统的汽车组装工艺包含四个模块，冲压、焊接、涂装、总装。首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。这个面皮就是白车身，其他都需要在白车身的基础上才能进行。而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！啊？有谁家是这么包的？这不是更复杂了吗？确实更复杂了，但效率也更高了。比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？其实要我说，颠覆是不至于的。技术没有绝对的好坏，只有合适与不合适。就像之前的一体式压铸工艺，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。所以这个 unbox 也存在弊端。首先，它最大的问题就是最后的组装工艺，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？更别说在喷完漆以后，车身都会经过防腐保护处理，这时候焊接，防腐层就容易受到破坏，以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。总之就是，吃力不一定讨好。那特斯拉为啥还要干这事儿呢？有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。em.... 咱也说不好为什么。但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，电车成本和价格都越做越低。通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是撰文：TC 编辑：脖子右拧 & 面线 封面：子曰","news_type":1},"isVote":1,"tweetType":1,"viewCount":10775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","text":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","html":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293424546586744,"gmtCreate":1712656378845,"gmtModify":1712656380040,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 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真有人看好这垃圾股吗？卖一台亏一台还降价……换电不能成为国家强制标准，就一两家车企的话，换电站建得越多就亏得越多，问题是现在快充技术越来越成熟，还有哪家车企愿意用换电技术？没有核心技术，只有忽悠的蔚来是真的没有未来的！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/187300910153744","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/98d955b3b40ed3a0ee5acdf0ef798754","crmLevel":5,"crmLevelSwitch":1,"idStr":"3567577767954158","authorIdStr":"3567577767954158"},"content":"好一个没有核心技术呵呵，蔚来如果没有核心技术那某想有好吧呵呵。换电垃圾呵呵前两天自驾5000公里换电很方便。国家队正在制定换电标准蔚来肯定是有先发优势再结合电池公司等。蔚来和奔驰可能是谣言但绝不是空穴来风。后续合肥你觉得不会追加？拭目以待吧。如果说蔚来贵承认如果说他没技术呵呵呵。口嗨最有技术。","text":"好一个没有核心技术呵呵，蔚来如果没有核心技术那某想有好吧呵呵。换电垃圾呵呵前两天自驾5000公里换电很方便。国家队正在制定换电标准蔚来肯定是有先发优势再结合电池公司等。蔚来和奔驰可能是谣言但绝不是空穴来风。后续合肥你觉得不会追加？拭目以待吧。如果说蔚来贵承认如果说他没技术呵呵呵。口嗨最有技术。","html":"好一个没有核心技术呵呵，蔚来如果没有核心技术那某想有好吧呵呵。换电垃圾呵呵前两天自驾5000公里换电很方便。国家队正在制定换电标准蔚来肯定是有先发优势再结合电池公司等。蔚来和奔驰可能是谣言但绝不是空穴来风。后续合肥你觉得不会追加？拭目以待吧。如果说蔚来贵承认如果说他没技术呵呵呵。口嗨最有技术。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328322,"gmtCreate":1542021606484,"gmtModify":1704780500435,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"$阿里巴巴(BABA)$ 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有没有股友加入？","images":[{"img":"https://static.tigerbbs.com/1708afa6c8bd8da08f4ec46403e6ce7b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/341275","isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494371831466662","authorId":"3494371831466662","name":"734fbe41","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494371831466662","authorIdStr":"3494371831466662"},"content":"买定离手，生死有命，富贵在天，你在搞笑吗，还找索赔？","text":"买定离手，生死有命，富贵在天，你在搞笑吗，还找索赔？","html":"买定离手，生死有命，富贵在天，你在搞笑吗，还找索赔？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":932326402,"gmtCreate":1572598464706,"gmtModify":1704724698647,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"蔚来的问题在于营销策略，成本太高，花钱买车主的好评，是不可持续的。蔚来要想有未来，首先应该改变这种烧钱思路，把心思和功夫用在技术突破上，压缩营销成本，好好造车。希望有眼光的企业家可以收购蔚来，调整策略，抓住机遇，打造中国人的好车。$蔚来(NIO)$","listText":"蔚来的问题在于营销策略，成本太高，花钱买车主的好评，是不可持续的。蔚来要想有未来，首先应该改变这种烧钱思路，把心思和功夫用在技术突破上，压缩营销成本，好好造车。希望有眼光的企业家可以收购蔚来，调整策略，抓住机遇，打造中国人的好车。$蔚来(NIO)$","text":"蔚来的问题在于营销策略，成本太高，花钱买车主的好评，是不可持续的。蔚来要想有未来，首先应该改变这种烧钱思路，把心思和功夫用在技术突破上，压缩营销成本，好好造车。希望有眼光的企业家可以收购蔚来，调整策略，抓住机遇，打造中国人的好车。$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/932326402","repostId":"932323692","repostType":1,"repost":{"id":932323692,"gmtCreate":1572595808116,"gmtModify":1704724694147,"author":{"id":"3531447789046657","authorId":"3531447789046657","name":"异度空间先知","avatar":"https://static.tigerbbs.com/a14c19935096c6f48e71e30328f68ff4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531447789046657","authorIdStr":"3531447789046657"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一旦一只股票沦为做空标的，那么股价将会无底线下跌。华尔街的人都是狠角色[强]","listText":"<a 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17:56","market":"us","language":"zh","title":"苹果造车是否可行？行业内质疑不断","url":"https://stock-news.laohu8.com/highlight/detail?id=2094549961","media":"OFweek智能汽车网","summary":"近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。总结不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。","content":"<html><body><article><p>近日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。</p><p>Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池设计，再次引起了广大网友的热议。</p><p><strong>郭明錤认为Apple Car最早2025年发布</strong></p><p>虽然有报道称Apple Car将于2024年发布，不过著名苹果分析师郭明錤对这件事情却持否定态度，表示Apple Car最早要到2025－2027 年才可能推出。</p><p>郭明錤表示，“我们在之前的报告中预测，苹果将在 2023－2025 年推出 Apple Car。然而，我们最新的调查显示，目前 Apple Car 的开发时间表并不明确，如果今年开始开发，一切顺利的话，最早将在 2025－2027 年推出。由于电动车 ／ 自动驾驶市场的变化和苹果公司的高质量标准，如果 Apple Car 的上市时间推迟到 2028 年或更晚，我们也不会感到意外。”</p><p>不过，郭明錤的预言也经常被打脸，也被称之为“知名打脸分析师”，像是苹果的AR眼镜、iPad mini 5等预言全都被打脸，所以本次Apple Car的可信度也并不能确保。</p><p><strong>Apple Car饱受质疑</strong></p><p>日前，路透社曾报道，苹果的Apple Car将采用一种独特的“Monocell”电池设计，这是苹果自行设计的电池，可以理解为单电芯电池。</p><p>这种单电芯电池通过消除容纳电池材料的小袋和模块，使电池中的单个电池体积增大，解放了电池组内部的空间，保证电池的内部可以放置更多的活性材料，进一步增加汽车的续航里程数，将有效改善当前电动汽车的续航痛点。这种设计的主要原因在于去模组化，与当前<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的LFP电池、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的刀片电池有异曲同工之妙。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228182011118d246b5h9p53n26u\"/><p>图源：OFweek维科网</p><p>不过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克对于这项设计却表示质疑，认为这种做法非常奇怪，从电化学角度来看并不合理。马斯克表示，“单电池在电化学上是不可能的，因为最大电压太低了～ 100 倍。也许它们的意思是像电芯结合在一起，就像我们的结构电池组一样？”</p><p>此外，郭明錤对于Apple Car也同样保持质疑，他认为苹果虽然在很多方面都具备市场竞争优势，不过对于大数据以及AI方面，苹果是后来者，所以并不能确定苹果在汽车市场的竞争力究竟如何。</p><p><strong>苹果造车优势在哪？</strong></p><p>对于苹果在3C届的实力，几乎没有人不认可它现在所创造的辉煌场面，无论是iPhone、iPad还是Mac系列都几乎做到了行业领军地位，而且非常稳定，几乎不受动摇，那么在汽车行业苹果的优势在哪呢？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228182011500d2467aavcnnwwag\"/><p>图源：OFweek维科网</p><p>苹果具备完整封闭的产品生态链，这也是苹果目前最引以为傲的卖点。有数据表明，每年人们在车辆中花费的总时间超过了6000亿小时，所以汽车行业有着巨大的市场，而苹果一旦跨界发布汽车，将加入进苹果这一完整的生态链，至少在系统方面是传统车企所不能相比的。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。</p><p>同时有分析师指出，苹果还是少数几家拥有打入汽车市场所需资源的企业之一，该公司拥有大量的现金储备，以及招募行业顶尖人才的能力。财大气粗的苹果有资本和底气在当前汽车转型期间进军市场，这对于一个新进者也是一个绝佳的时机。对于电动汽车来说，计算设备和软件的重要程度日益增加，苹果在此方面的得天独厚的优势，有可能让Apple Car取得成功。</p><p>此外，还有分析师表示，苹果进军汽车行业并不仅仅是通过售卖商品和配件来获取利润，更重要的是，赚取在汽车上受众的时间，通过营销来讲这些时间变现。</p><p>加拿大皇家资本市场的艾米特·达亚纳尼表示：“汽车正在快速变化，它正在成为‘车轮上的计算机’，如果苹果与麦格纳（汽车零部件生产商）这样的公司合作，其在软件、芯片、电子方面的背景有可能会发挥主要作用。”</p><p><strong>苹果造车路上并不孤单</strong></p><p>不仅仅是苹果，比如戴森、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、法拉第等很多科技厂商在近几年都纷纷进军到汽车行业，想要研发属于自己品牌的电动汽车。不过结果大多都是不欢而散，戴森投入几百亿高调造车，最后遗憾收场。而贾跃亭的法拉第未来FF91当前也前途未卜，发布四年离量产始终差“临门一脚”。</p><p>不过造车路上并非没有成功者，在今年1月份的CES2020消费电子展中，索尼正式发布旗下首款纯电动概念车型。这款汽车定名为VISION－S，是索尼在本次CES的压轴产品，是由“新设计的电动汽车平台”设计制造，该平台是由汽车供应商加拿大企业麦格纳设计。</p><p>这款Vision－S最大的亮点是车内车外有33个不同的传感器，内饰采用多个宽屏显示器还有360°临场声效、不间断连接等黑科技。此外，Vision－S或将搭载日本电装两台200kW的双电机，双电机全驱版的0－100km／h的加速时间为4．8秒，极速可达240km／h。</p><p>索尼CEO吉田宪一郎表示VISION－S在日本汽车安全评估机构JNCAP中的夜间行人的自动紧急制动测试中得分最高，可以为用户提供充足的安全保障。</p><p><strong>总结</strong></p><p>不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。</p><p>虽然苹果拥有目前最热门的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机iPhone、平板电脑iPad等智能3 C产品，不过在造车这条路上，所需要面对的挑战仍然不小。无论是传统汽车企业的挤压，还是来自于索尼等同行企业的压力，都将产生大大小小的难题，究竟是再创行业辉煌，还是黯然离场，就要等Apple Car届时接受市场的考验了。</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>苹果造车是否可行？行业内质疑不断</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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苹果造车是否可行？行业内质疑不断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-28 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&s=b><strong>OFweek智能汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&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/7f3c7d799dd2ab62e084e0e8c8dc16ee","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2094549961","content_text":"近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池设计，再次引起了广大网友的热议。郭明錤认为Apple Car最早2025年发布虽然有报道称Apple Car将于2024年发布，不过著名苹果分析师郭明錤对这件事情却持否定态度，表示Apple Car最早要到2025－2027 年才可能推出。郭明錤表示，“我们在之前的报告中预测，苹果将在 2023－2025 年推出 Apple Car。然而，我们最新的调查显示，目前 Apple Car 的开发时间表并不明确，如果今年开始开发，一切顺利的话，最早将在 2025－2027 年推出。由于电动车 ／ 自动驾驶市场的变化和苹果公司的高质量标准，如果 Apple Car 的上市时间推迟到 2028 年或更晚，我们也不会感到意外。”不过，郭明錤的预言也经常被打脸，也被称之为“知名打脸分析师”，像是苹果的AR眼镜、iPad mini 5等预言全都被打脸，所以本次Apple Car的可信度也并不能确保。Apple Car饱受质疑日前，路透社曾报道，苹果的Apple Car将采用一种独特的“Monocell”电池设计，这是苹果自行设计的电池，可以理解为单电芯电池。这种单电芯电池通过消除容纳电池材料的小袋和模块，使电池中的单个电池体积增大，解放了电池组内部的空间，保证电池的内部可以放置更多的活性材料，进一步增加汽车的续航里程数，将有效改善当前电动汽车的续航痛点。这种设计的主要原因在于去模组化，与当前宁德时代的LFP电池、比亚迪的刀片电池有异曲同工之妙。图源：OFweek维科网不过特斯拉CEO马斯克对于这项设计却表示质疑，认为这种做法非常奇怪，从电化学角度来看并不合理。马斯克表示，“单电池在电化学上是不可能的，因为最大电压太低了～ 100 倍。也许它们的意思是像电芯结合在一起，就像我们的结构电池组一样？”此外，郭明錤对于Apple Car也同样保持质疑，他认为苹果虽然在很多方面都具备市场竞争优势，不过对于大数据以及AI方面，苹果是后来者，所以并不能确定苹果在汽车市场的竞争力究竟如何。苹果造车优势在哪？对于苹果在3C届的实力，几乎没有人不认可它现在所创造的辉煌场面，无论是iPhone、iPad还是Mac系列都几乎做到了行业领军地位，而且非常稳定，几乎不受动摇，那么在汽车行业苹果的优势在哪呢？图源：OFweek维科网苹果具备完整封闭的产品生态链，这也是苹果目前最引以为傲的卖点。有数据表明，每年人们在车辆中花费的总时间超过了6000亿小时，所以汽车行业有着巨大的市场，而苹果一旦跨界发布汽车，将加入进苹果这一完整的生态链，至少在系统方面是传统车企所不能相比的。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。同时有分析师指出，苹果还是少数几家拥有打入汽车市场所需资源的企业之一，该公司拥有大量的现金储备，以及招募行业顶尖人才的能力。财大气粗的苹果有资本和底气在当前汽车转型期间进军市场，这对于一个新进者也是一个绝佳的时机。对于电动汽车来说，计算设备和软件的重要程度日益增加，苹果在此方面的得天独厚的优势，有可能让Apple Car取得成功。此外，还有分析师表示，苹果进军汽车行业并不仅仅是通过售卖商品和配件来获取利润，更重要的是，赚取在汽车上受众的时间，通过营销来讲这些时间变现。加拿大皇家资本市场的艾米特·达亚纳尼表示：“汽车正在快速变化，它正在成为‘车轮上的计算机’，如果苹果与麦格纳（汽车零部件生产商）这样的公司合作，其在软件、芯片、电子方面的背景有可能会发挥主要作用。”苹果造车路上并不孤单不仅仅是苹果，比如戴森、索尼、法拉第等很多科技厂商在近几年都纷纷进军到汽车行业，想要研发属于自己品牌的电动汽车。不过结果大多都是不欢而散，戴森投入几百亿高调造车，最后遗憾收场。而贾跃亭的法拉第未来FF91当前也前途未卜，发布四年离量产始终差“临门一脚”。不过造车路上并非没有成功者，在今年1月份的CES2020消费电子展中，索尼正式发布旗下首款纯电动概念车型。这款汽车定名为VISION－S，是索尼在本次CES的压轴产品，是由“新设计的电动汽车平台”设计制造，该平台是由汽车供应商加拿大企业麦格纳设计。这款Vision－S最大的亮点是车内车外有33个不同的传感器，内饰采用多个宽屏显示器还有360°临场声效、不间断连接等黑科技。此外，Vision－S或将搭载日本电装两台200kW的双电机，双电机全驱版的0－100km／h的加速时间为4．8秒，极速可达240km／h。索尼CEO吉田宪一郎表示VISION－S在日本汽车安全评估机构JNCAP中的夜间行人的自动紧急制动测试中得分最高，可以为用户提供充足的安全保障。总结不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。虽然苹果拥有目前最热门的智能手机iPhone、平板电脑iPad等智能3 C产品，不过在造车这条路上，所需要面对的挑战仍然不小。无论是传统汽车企业的挤压，还是来自于索尼等同行企业的压力，都将产生大大小小的难题，究竟是再创行业辉煌，还是黯然离场，就要等Apple Car届时接受市场的考验了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563188716179777","authorId":"3563188716179777","name":"purify","avatar":"https://static.tigerbbs.com/3c49c6712f1b56b47eab3781d6e90ab7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563188716179777","authorIdStr":"3563188716179777"},"content":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单","text":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单","html":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331439280,"gmtCreate":1609745960340,"gmtModify":1703740156597,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"themes":[],"htmlText":"<a 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