esxlu的个人主页 - 老虎社区

esxlu

esxlu

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IP属地：上海

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4主题

0勋章

2023-03-10

搞笑来的吗，你以为印度人是中国人啊

苹果调整国际业务：印度升级为独立销售区

2019-03-01

$Helios and Matheson Analytics(HMNY)$为什么交易不了

2019-02-05

$能发伟业(NFEC)$你家死人了？天天跌，我特么套了多少

2019-08-27

$NF Energy Saving Corp(BIMI)$ 这个逼害死了多少人**

2019-02-05

$能发伟业(NFEC)$大过年的

2019-06-11

$苹果(AAPL)$ 不机会了

2019-06-05

$苹果(AAPL)$ 又特么一波，兄弟们上

2019-06-05

$苹果(AAPL)$ 准备上车

2019-06-04

$苹果(AAPL)$ **完蛋了，赚了7千现在一千多

2019-04-26

$苹果(AAPL)$反正好像没有亏

2023-03-01

$小米集团-W(01810)$

2023-02-26

$苹果(AAPL)$ 长期稳定

2022-09-02

好的建议，还是要给一下

2022-08-30

活该，人家谈你不谈，现在好了

推特称马斯克终止收购的信函是无效的和错误的

2019-06-05

$苹果(AAPL)$ 准备上车，开始了

11-01

不要搞笑了

11-01

理性对待，这世界已经不理性了

06-21

应该还能向上生长大家期待

06-15

老虎会越来越智能，越来越懂我们

去老虎APP查看更多动态

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大家期待","listText":"应该还能向上生长 大家期待","text":"应该还能向上生长 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15:33","market":"us","language":"zh","title":"炒到10万元一台，苹果Vision Pro到底牛在哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178808359","media":"极客公园","summary":"即便是$苹果$，也无法保证 Vision Pro 的成功。Apple Vision Pro 要上市了。当地时间 1 月 19 日早上 8 点，苹果在美国开启了 Apple Vision Pro 的预售。苹果通过在 Vision Pro 内部设置 4 颗摄像头，实现了极为精准的追踪效果，获得了所有体验者的一致好评。除此之外，Apple Vision Pro 还做到了极致的显示参数。基于这一特性，苹果还为 Vision Pro 配备了 3D 照片、视频拍摄功能。从 Apple Vision Pro 的体验上，很容易理解内部争议的缘由。苹果为 Apple Vision Pro 设计了一块外置电池，目前还不知道","content":"<html><head></head><body><blockquote><p>即便是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，也无法保证 Vision Pro 的成功。</p></blockquote><p>Apple Vision Pro 要上市了。</p><p>当地时间 1 月 19 日早上 8 点，苹果在美国开启了 Apple Vision Pro 的预售。与任何苹果新品发售时的情况一样，首批产品迅速售罄。数小时后，预计发货时间已来到了 3 月中旬。</p><p>有媒体报道，<strong>在国内，一些黄牛渠道已经将将价格炒到 10 万元的「天价」</strong>。VR 和 AR 从业者的朋友圈，这两天的主题就是晒订单和找谁去了美国，求届时帮忙把 Vision Pro 人肉「背」回国。</p><p>伴随产品开售，新一批媒体体验报道也同步解禁。其中大多盛赞了 Apple Vision Pro 创新的技术实践，精细的体验打磨。这是一款由苹果打造的 MR 头显，代表了世界最顶尖的软硬件设计水平。</p><p>但与此同时，大部分体验者也都指出，Apple Vision Pro 依然是一台 MR 头显。那些<strong>物理和技术上的各种局限，比如重量、续航，与现实疏离的不适感，并没有从根本上得到解决</strong>。</p><p>Apple Vision Pro 是苹果整个公司历史上前期开发投入最大，周期最长的产品，但它的起步却注定缓慢。此前有市场机构预估，Apple Vision Pro 首年销售预期约为 30-40 万部，即便顺利完成，也只能为苹果带来 14 亿美元收入。</p><p><strong>14 亿美元对苹果来说，只相当于公司总收入的 0.4%</strong>。但去年美国 XR 硬件的市场规模总额，也只有区区 6.6 亿美元而已。</p><p>苹果和 Apple Vision Pro，能再一次力挽狂澜，创造新的消费电子时代吗？</p><p><strong>01</strong></p><p><strong>「苹果味」十足的头显</strong></p><p>从下单页面，Apple Vision Pro 就处处彰显着它的特殊。</p><p>针对不同脸型的用户，<strong>Apple Vision Pro 提供了多达 28 种不同尺寸的「密封垫」</strong>，以保证用户在佩戴 Apple Vision Pro 时能紧密贴合，不漏光。在此基础上，还有三种不同长度的绑带，确保用户能稳固、舒适地佩戴机体。</p><p>下单时，用户需要通过一台具备 Face ID 功能的 iPhone 或 iPad 扫描面部，系统会自动匹配适合你的配件尺寸。整个过程与 Face ID 的设置非常近似，用前置摄像头扫描面部，之后向四个方向转动头部，重复两次，就能完成设置。</p><p>除了密封垫和绑带，Apple Vision Pro 还与蔡司合作，提供内置的光学镜片。用户可以在下单之后再上传自己的验光处方数据，就像配眼镜一样。这同样是为了提供最舒适契合的佩戴体验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21de18bffefd91299d44c7f61b521d6\" alt=\"Apple Vision Pro 使用手势识别方式进行交互｜Apple\" title=\"Apple Vision Pro 使用手势识别方式进行交互｜Apple\" tg-width=\"1080\" tg-height=\"781\"/><span>Apple Vision Pro 使用手势识别方式进行交互｜Apple</span></p><p>进入 Apple Vision Pro 的主界面，它的核心设计同样非常「苹果」。比如它没有配备手柄等任何外置输入设备，而是通过追踪眼球运动，来导航光标，并通过手指尖捏合来进行交互。你可以看向一个图标，然后捏合指尖来进入 App，也可以捏住手指，通过「拖动」的手势，来放大、缩小窗口。苹果通过在 Vision Pro 内部设置 4 颗摄像头，实现了极为精准的追踪效果，获得了所有体验者的一致好评。</p><p>这个设计很难不容易让人想到当年 iPhone 发布的时候，乔布斯强调，iPhone 没有「触控笔」，而是通过用户的手指来进行点击、滑动。这一交互后来成为了智能手机交互设计的基石。</p><p>除此之外，Apple Vision Pro 还做到了极致的显示参数。光是<strong>显示模块的总像素数就高达 2300 万，相当于每只眼睛前面都有一块超 4K 分辨率的屏幕</strong>。在此基础上，苹果还为 Vision Pro 专门设计了一颗 R1 芯片，来降低整个显示模块的延迟，保证用户在转动头部的时候，能看到更流畅、自然的画面。</p><p>最后，Vision Pro 还具备独特的「3D 显示」功能。用户可以通过它看到立体的画面。基于这一特性，苹果还为 Vision Pro 配备了 3D 照片、视频拍摄功能。未来还可以通过 iPhone 15 Pro 系列的后置摄像头，拍摄 3D 影像。这是 Vision Pro 最独特的一个功能点，也是苹果最重点宣传的体验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b80a09b645e626e27a39fb1e4ec8910\" alt=\"Vision Pro 前方设置了一块屏幕来让外部看到使用者的眼神｜Apple\" title=\"Vision Pro 前方设置了一块屏幕来让外部看到使用者的眼神｜Apple\" tg-width=\"1080\" tg-height=\"679\"/><span>Vision Pro 前方设置了一块屏幕来让外部看到使用者的眼神｜Apple</span></p><p>Vision Pro 的硬件配置和设计非常奢侈，甚至有些极端，其中最典型的例子莫过于 EyeSight。</p><p>苹果为了保证用户在佩戴 Vision Pro 时不至于完全与外界隔绝，在 Vision Pro 的外部也做了一块屏幕，可以显示一对模拟出来的「眼睛」，便于用户与其他人进行「眼神交流」。当用户处于沉浸模式、App 里时，这块屏幕也会有对应的光效显示，告诉其他人用户可能注意不到他们的存在。</p><p>几乎所有 Vision Pro 的体验报告，都对 Vision Pro 的交互和显示效果给出了好评，2300 万像素已经接近了「视网膜」水平。这是苹果投入海量成本，多年来深耕技术和设计所带来的结果，也形成了自己的壁垒。从显示模组、芯片，到机身内外的十几个传感器，都是只有苹果才能做到的技术和配置，也最终导致<strong> Vision Pro 的售价来到 3499 美元，约合 25000 元人民币，同样非常苹果</strong>。</p><p><strong>02</strong></p><p><strong>绕不开的「物理定律」</strong></p><p>去年初，《金融时报》曾报道称，Apple Vision Pro 在苹果内部默默开发了 7 年，直到临发布前几个月，内部团队依然就「要不要发布」的问题争执不下。</p><p>从 Apple Vision Pro 的体验上，很容易理解内部争议的缘由。很多 VR 头显硬件绕不开的难题，物理上的限制，苹果依然无法解决。</p><p>其中最关键的问题在于重量。</p><p>Apple Vision Pro 的中框采用了铝的材质，已经很轻，但依然无法和主流头显产品采用的塑料框架相比。包括外侧用于 EyeSight 显示的玻璃和现实模组，也增加了整个产品的重量。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3617fab6051eb326cf6208aa8697191\" alt=\"Apple Vision Pro 大部分重量在前方｜Apple\" title=\"Apple Vision Pro 大部分重量在前方｜Apple\" tg-width=\"1080\" tg-height=\"698\"/><span>Apple Vision Pro 大部分重量在前方｜Apple</span></p><p>最后，<strong>Vision Pro 的整机重量为 600-650g</strong>（不同尺寸的绑带、密封垫会导致重量有所变化），小于 Meta Quest Pro 的 722g，但依然重于主流的 VR 头显产品，比如 515g 的 Meta Quest 3。而且 Vision Pro 的重量不包含电池，整机大部分重量都在头的前端，也会带来更明显的垂坠感。其他 VR 头显大多把电池包设置在脑后的箍带上，重量分布会更均匀、平衡。</p><p>所以，<strong>大部分体验报告，都指出了 Vision Pro 依然「无法长时间舒适佩戴」</strong>。苹果为记者设计的一整套体验演示，时长约为半个小时，很多人在半小时的体验后，就已感受到了颈部肌肉的轻微不适。也有部分人表示半小时后并未感到不适，但随着使用时间增加，重量带来的问题也会变得更明显。</p><p>在 Vision Pro 官方的功能演示中，影视娱乐、工作占据了很大篇幅。至少目前来说，在 Vision Pro 上看完一整部电影，工作半个上午，体验可能不会很好。</p><p>另一个难题则在于能耗。</p><p>Apple Vision Pro 内置了一颗 M2 芯片，一颗 R1 芯片，来驱动内部 2300 万颗像素，整机十几颗传感器也几乎时刻处于工作状态。这意味着它的工作负载相比 iPhone、iPad，甚至 MacBook 都只高不低。</p><p>苹果为 Apple Vision Pro 设计了一块外置电池，目前还不知道这块电池的具体参数，但根据它 353g 的重量推算，容量很可能在 10000mAh 以上，甚至可能和 13 寸 MacBook Air 的电池容量接近。</p><p>但这样一块电池，仅能让 Apple Vision Pro 工作 2 小时。更多时候，Apple Vision Pro 被设计成要连着电源工作，像一部「台式机」一样。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d9a9edd125fc32f94fac1c0f937d187\" alt=\"苹果专门为 Vision Pro 推出了一款移动电源｜Apple\" title=\"苹果专门为 Vision Pro 推出了一款移动电源｜Apple\" tg-width=\"1080\" tg-height=\"698\"/><span>苹果专门为 Vision Pro 推出了一款移动电源｜Apple</span></p><p><strong>重量和能耗两方面的因素，注定了 Apple Vision Pro 不是一款「移动设备」</strong>，甚至在短期的未来都很难迭代成一款移动设备。</p><p>而「重」的问题，一直是 VR 全行业绕不开的最大绊脚石。从当年需要在房间天花板上预装追踪基站，外接电脑显卡提供算力的 HTC Vive，到今天的 Apple Vision Pro，技术已经有充分发展，轻量化程度已大幅提高，但还不够。</p><p>这也间接造成了「疏离」的问题。不少体验者都表示，在佩戴使用 Vision Pro 的过程中，即便能看到外界，即便有 EyeSight，心理上仍会产生明显的疏离、孤独感。</p><p>事情不难理解，当你的视觉被遮住的时候，即便通过数码的方式能间接看到外部的情况，你也能意识到这是虚拟的影响，皮肤会感受到有一个物理的遮蔽挡在眼前，带来不好的感受。这也是为什么<strong> VR 设备常常出现在一些反乌托邦的影视作品里，以负面的形象出现——人类天然不喜欢被蒙住眼睛</strong>。</p><p>随着未来设备的进一步轻量化和迭代普及，这个问题或许能得到解决，但依然有很长的路要走。整个 XR 头显行业的未来命运，依然高度依赖于芯片、传感器、材料和电池技术的发展。Apple Vision Pro 也不例外。</p><p><strong>03</strong></p><p><strong>MR 的 killer app</strong></p><p>抛开技术，Apple Vision Pro 要解决的最根本问题，是「应用」。</p><p>随着产品开售，Vision Pro 也会有自己的 App Store。苹果表示，上线第一天，就会有超过 100 万个兼容 visionOS 的 App 蓄势待发。</p><p>但目前绝大多数登陆 visionOS 的 App，都只是 iPhone、iPad App 的兼容版本，它们在 visionOS 里，依然只是「悬浮在空中的平面窗口」而已。</p><p>所以，问题并不在于 Vision Pro 有多少 App 可以用，而在于<strong>真正的 killer app 是什么。对这个问题，无论是苹果，还是开发者，目前都没有一个确切答案</strong>。</p><p><strong>苹果重点押注的应用场景有三个</strong>：</p><p>一是 3D 影像拍摄和回看，就像当年随 3D Touch 推出的 Live Photo；</p><p>二是影视娱乐，包括苹果自家的 TV+、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的 Disney+，以及一个专门的「遇见恐龙」App；</p><p>三是工作，Vision Pro 出厂预装的 App 里包括无边记、Keynote 和 Safari。</p><p>无论是影视还是工作，目前都很难想象 Vision Pro 要如何取代传统显示器、电视。Vision Pro 或许能投出更大的窗口，但它无法与人分享，只能一个人使用，且重量也会带来一定的负担。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f6e2fdee10c8f1dfe581874e05b008\" alt=\"使用 iPhone 15 Pro 上的摄像头拍摄的 3D 视频可以放在 Vision Pro 上欣赏｜Apple\" title=\"使用 iPhone 15 Pro 上的摄像头拍摄的 3D 视频可以放在 Vision Pro 上欣赏｜Apple\" tg-width=\"1080\" tg-height=\"607\"/><span>使用 iPhone 15 Pro 上的摄像头拍摄的 3D 视频可以放在 Vision Pro 上欣赏｜Apple</span></p><p>3D 影像或许是一个关键突破口，但仅仅为了拍摄和回看 3D 影像，就花费 3500 美元购买 Vision Pro，且这些内容同样难以被分享，这个逻辑依然要打上问号。</p><p>这一情况很容易让人联想到早期的 Apple Watch，苹果基于它的硬件特性设计了一系列社交功能，比如向恋人发送自己的心跳，并把这些功能放到了很高的设计优先级上。但产品发售后，用户对社交功能并不买账，所以在后续的产品迭代里，苹果逐渐把产品设计的重心转向了健康和运动。</p><p>类似的情况还包括 3D Touch 和 Touch Bar，它们都是苹果曾寄予厚望，但不被市场接受，最终证明失败后，被弃用的技术和功能。对 Vision Pro 来说，问题或许不在于第一代产品的功能定义是否 100% 精准，而在于如何从冷启动的过程中，找到可以突破的 killer app。</p><p><strong>另外，值得一提的是，苹果几乎无视了主流 VR 设备都会重点布局的游戏场景</strong>。</p><p>Vision Pro 上会有游戏，但依然只是挂在空中的平面窗口，交互设备也局限于传统的游戏手柄。至于更能发挥 VR 设备特性的体感交互游戏，至少目前 Vision Pro 并不支持，也没有支持的迹象。</p><p>Vision Pro 的产品现状，令不少开发者也决定先保持观望。</p><p><strong>包括 Netflix、YouTube、Spotify，以及<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>，都不会立刻推出 visionOS 版本的 App</strong>。考虑到这些产品是乘着 iPhone 和 iOS 的风潮发展起来的，它们的观望态度，也代表了相当一部分开发者的悲观想法。</p><p><strong>04</strong></p><p><strong>最难啃的骨头</strong></p><p>此前有市场调研机构估计，Apple Vision Pro 的冷启动速度会相对缓慢。预计头一年的出货量会在 30-40 万部，乘以 3500 美元的起售价，约能为苹果带来 14 亿美元收入，这一数字相较苹果近 4000 亿美元的总营收来说，微不足道。</p><p>成败的关键依然在于「成长」。</p><p>iPhone 在发售首年，也只为苹果带来了 10 亿美元收入，但第二年这个数字就变成了 52 亿，之后是 186 亿。而<strong>在过去两年里，Meta 的实践证明，VR 头显可能并不具备如此成长性</strong>。</p><p>2021 年秋季，Facebook 正式更名为 Meta 之前，旗下 Reality Lab 的年营收为 13.9 亿美元。2022 年秋季，经过一年的巨额投入，这个数字也仅仅只增长了 3%，到 14.3 亿。到 2023 年，这个数字直接同比缩水 40%，仅录得 8.3 亿（包含软硬件收入）。</p><p>Meta 的表现，其实就是整个 XR 硬件市场的缩影。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b07dfe40762247970a55dd9cbe1cc67\" alt=\"visionOS 是苹果「空间计算」（Spatial Computing）的重点｜Apple\" title=\"visionOS 是苹果「空间计算」（Spatial Computing）的重点｜Apple\" tg-width=\"1080\" tg-height=\"698\"/><span>visionOS 是苹果「空间计算」（Spatial Computing）的重点｜Apple</span></p><p><strong>2023 年，美国 VR、AR 硬件的市场规模下跌了 40%，仅有 6.6 亿美元</strong>。目前只在美国发售的 Apple Vision Pro，如果成功实现首年 14 亿美元的销售目标，会直接将这个市场扩大三倍。即便如此，这也只是千里之行的第一步。</p><p>对苹果来说，VR 是一个有着悠久历史的赛道，但这里没有对手。没人知道引爆 MR 头显裂变发展的「临界质量」是多少，引爆开关在哪里。</p><p>苹果要逆转的，是整个行业的命运。</p><p>但这就是苹果曾一次次做到过的事。从 Apple II 到 Macintosh，从 iPod 到 iPhone、Apple Watch 和 AirPods，苹果每一次革命性的产品定义，都是将其他人尝试过，并认定为不可能实现的事情，变成现实。</p><p>据分析师郭明錤的消息，苹果正寻求在夏天 WWDC 之前，将 Vision Pro 的销售拓展到美国之外，接下来上市的国家可能包括英国、加拿大和中国。</p><p>从 90 年代任天堂 Virtual Boy 的尝试，到 00 年代卡马克的 3D 图形技术逐渐成为游戏主流，再到 10 年代的上一轮 VR 风潮，头显从来都不是一个新鲜的概念，只是没有任何一款产品能让它成功落地。</p><p><strong>它是人类对「沉浸式体验」的最朴素想象，也是消费电子领域最难啃的一块骨头</strong>。</p><p>现在轮到苹果，对它发起挑战了。</p></body></html>","source":"jkgy","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>炒到10万元一台，苹果Vision Pro到底牛在哪里？</title>\n<style 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}\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炒到10万元一台，苹果Vision Pro到底牛在哪里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-21 15:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653031794&idx=1&sn=176eeae337518f59d717316b1fb41e77&chksm=7f97d1059d9da3324f46a76c5d48c6d63de7a9382896a6e983d764c7cd9b54cb4054bada4f69&scene=0&xtrack=1#rd><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>即便是苹果，也无法保证 Vision Pro 的成功。Apple Vision Pro 要上市了。当地时间 1 月 19 日早上 8 点，苹果在美国开启了 Apple Vision Pro 的预售。与任何苹果新品发售时的情况一样，首批产品迅速售罄。数小时后，预计发货时间已来到了 3 月中旬。有媒体报道，在国内，一些黄牛渠道已经将将价格炒到 10 万元的「天价」。VR 和 AR 从业者的朋友圈，这...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653031794&idx=1&sn=176eeae337518f59d717316b1fb41e77&chksm=7f97d1059d9da3324f46a76c5d48c6d63de7a9382896a6e983d764c7cd9b54cb4054bada4f69&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3617fab6051eb326cf6208aa8697191","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4505":"高瓴资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4501":"段永平概念","BK4527":"明星科技股","AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653031794&idx=1&sn=176eeae337518f59d717316b1fb41e77&chksm=7f97d1059d9da3324f46a76c5d48c6d63de7a9382896a6e983d764c7cd9b54cb4054bada4f69&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178808359","content_text":"即便是苹果，也无法保证 Vision Pro 的成功。Apple Vision Pro 要上市了。当地时间 1 月 19 日早上 8 点，苹果在美国开启了 Apple Vision Pro 的预售。与任何苹果新品发售时的情况一样，首批产品迅速售罄。数小时后，预计发货时间已来到了 3 月中旬。有媒体报道，在国内，一些黄牛渠道已经将将价格炒到 10 万元的「天价」。VR 和 AR 从业者的朋友圈，这两天的主题就是晒订单和找谁去了美国，求届时帮忙把 Vision Pro 人肉「背」回国。伴随产品开售，新一批媒体体验报道也同步解禁。其中大多盛赞了 Apple Vision Pro 创新的技术实践，精细的体验打磨。这是一款由苹果打造的 MR 头显，代表了世界最顶尖的软硬件设计水平。但与此同时，大部分体验者也都指出，Apple Vision Pro 依然是一台 MR 头显。那些物理和技术上的各种局限，比如重量、续航，与现实疏离的不适感，并没有从根本上得到解决。Apple Vision Pro 是苹果整个公司历史上前期开发投入最大，周期最长的产品，但它的起步却注定缓慢。此前有市场机构预估，Apple Vision Pro 首年销售预期约为 30-40 万部，即便顺利完成，也只能为苹果带来 14 亿美元收入。14 亿美元对苹果来说，只相当于公司总收入的 0.4%。但去年美国 XR 硬件的市场规模总额，也只有区区 6.6 亿美元而已。苹果和 Apple Vision Pro，能再一次力挽狂澜，创造新的消费电子时代吗？01「苹果味」十足的头显从下单页面，Apple Vision Pro 就处处彰显着它的特殊。针对不同脸型的用户，Apple Vision Pro 提供了多达 28 种不同尺寸的「密封垫」，以保证用户在佩戴 Apple Vision Pro 时能紧密贴合，不漏光。在此基础上，还有三种不同长度的绑带，确保用户能稳固、舒适地佩戴机体。下单时，用户需要通过一台具备 Face ID 功能的 iPhone 或 iPad 扫描面部，系统会自动匹配适合你的配件尺寸。整个过程与 Face ID 的设置非常近似，用前置摄像头扫描面部，之后向四个方向转动头部，重复两次，就能完成设置。除了密封垫和绑带，Apple Vision Pro 还与蔡司合作，提供内置的光学镜片。用户可以在下单之后再上传自己的验光处方数据，就像配眼镜一样。这同样是为了提供最舒适契合的佩戴体验。Apple Vision Pro 使用手势识别方式进行交互｜Apple进入 Apple Vision Pro 的主界面，它的核心设计同样非常「苹果」。比如它没有配备手柄等任何外置输入设备，而是通过追踪眼球运动，来导航光标，并通过手指尖捏合来进行交互。你可以看向一个图标，然后捏合指尖来进入 App，也可以捏住手指，通过「拖动」的手势，来放大、缩小窗口。苹果通过在 Vision Pro 内部设置 4 颗摄像头，实现了极为精准的追踪效果，获得了所有体验者的一致好评。这个设计很难不容易让人想到当年 iPhone 发布的时候，乔布斯强调，iPhone 没有「触控笔」，而是通过用户的手指来进行点击、滑动。这一交互后来成为了智能手机交互设计的基石。除此之外，Apple Vision Pro 还做到了极致的显示参数。光是显示模块的总像素数就高达 2300 万，相当于每只眼睛前面都有一块超 4K 分辨率的屏幕。在此基础上，苹果还为 Vision Pro 专门设计了一颗 R1 芯片，来降低整个显示模块的延迟，保证用户在转动头部的时候，能看到更流畅、自然的画面。最后，Vision Pro 还具备独特的「3D 显示」功能。用户可以通过它看到立体的画面。基于这一特性，苹果还为 Vision Pro 配备了 3D 照片、视频拍摄功能。未来还可以通过 iPhone 15 Pro 系列的后置摄像头，拍摄 3D 影像。这是 Vision Pro 最独特的一个功能点，也是苹果最重点宣传的体验。Vision Pro 前方设置了一块屏幕来让外部看到使用者的眼神｜AppleVision Pro 的硬件配置和设计非常奢侈，甚至有些极端，其中最典型的例子莫过于 EyeSight。苹果为了保证用户在佩戴 Vision Pro 时不至于完全与外界隔绝，在 Vision Pro 的外部也做了一块屏幕，可以显示一对模拟出来的「眼睛」，便于用户与其他人进行「眼神交流」。当用户处于沉浸模式、App 里时，这块屏幕也会有对应的光效显示，告诉其他人用户可能注意不到他们的存在。几乎所有 Vision Pro 的体验报告，都对 Vision Pro 的交互和显示效果给出了好评，2300 万像素已经接近了「视网膜」水平。这是苹果投入海量成本，多年来深耕技术和设计所带来的结果，也形成了自己的壁垒。从显示模组、芯片，到机身内外的十几个传感器，都是只有苹果才能做到的技术和配置，也最终导致 Vision Pro 的售价来到 3499 美元，约合 25000 元人民币，同样非常苹果。02绕不开的「物理定律」去年初，《金融时报》曾报道称，Apple Vision Pro 在苹果内部默默开发了 7 年，直到临发布前几个月，内部团队依然就「要不要发布」的问题争执不下。从 Apple Vision Pro 的体验上，很容易理解内部争议的缘由。很多 VR 头显硬件绕不开的难题，物理上的限制，苹果依然无法解决。其中最关键的问题在于重量。Apple Vision Pro 的中框采用了铝的材质，已经很轻，但依然无法和主流头显产品采用的塑料框架相比。包括外侧用于 EyeSight 显示的玻璃和现实模组，也增加了整个产品的重量。Apple Vision Pro 大部分重量在前方｜Apple最后，Vision Pro 的整机重量为 600-650g（不同尺寸的绑带、密封垫会导致重量有所变化），小于 Meta Quest Pro 的 722g，但依然重于主流的 VR 头显产品，比如 515g 的 Meta Quest 3。而且 Vision Pro 的重量不包含电池，整机大部分重量都在头的前端，也会带来更明显的垂坠感。其他 VR 头显大多把电池包设置在脑后的箍带上，重量分布会更均匀、平衡。所以，大部分体验报告，都指出了 Vision Pro 依然「无法长时间舒适佩戴」。苹果为记者设计的一整套体验演示，时长约为半个小时，很多人在半小时的体验后，就已感受到了颈部肌肉的轻微不适。也有部分人表示半小时后并未感到不适，但随着使用时间增加，重量带来的问题也会变得更明显。在 Vision Pro 官方的功能演示中，影视娱乐、工作占据了很大篇幅。至少目前来说，在 Vision Pro 上看完一整部电影，工作半个上午，体验可能不会很好。另一个难题则在于能耗。Apple Vision Pro 内置了一颗 M2 芯片，一颗 R1 芯片，来驱动内部 2300 万颗像素，整机十几颗传感器也几乎时刻处于工作状态。这意味着它的工作负载相比 iPhone、iPad，甚至 MacBook 都只高不低。苹果为 Apple Vision Pro 设计了一块外置电池，目前还不知道这块电池的具体参数，但根据它 353g 的重量推算，容量很可能在 10000mAh 以上，甚至可能和 13 寸 MacBook Air 的电池容量接近。但这样一块电池，仅能让 Apple Vision Pro 工作 2 小时。更多时候，Apple Vision Pro 被设计成要连着电源工作，像一部「台式机」一样。苹果专门为 Vision Pro 推出了一款移动电源｜Apple重量和能耗两方面的因素，注定了 Apple Vision Pro 不是一款「移动设备」，甚至在短期的未来都很难迭代成一款移动设备。而「重」的问题，一直是 VR 全行业绕不开的最大绊脚石。从当年需要在房间天花板上预装追踪基站，外接电脑显卡提供算力的 HTC Vive，到今天的 Apple Vision Pro，技术已经有充分发展，轻量化程度已大幅提高，但还不够。这也间接造成了「疏离」的问题。不少体验者都表示，在佩戴使用 Vision Pro 的过程中，即便能看到外界，即便有 EyeSight，心理上仍会产生明显的疏离、孤独感。事情不难理解，当你的视觉被遮住的时候，即便通过数码的方式能间接看到外部的情况，你也能意识到这是虚拟的影响，皮肤会感受到有一个物理的遮蔽挡在眼前，带来不好的感受。这也是为什么 VR 设备常常出现在一些反乌托邦的影视作品里，以负面的形象出现——人类天然不喜欢被蒙住眼睛。随着未来设备的进一步轻量化和迭代普及，这个问题或许能得到解决，但依然有很长的路要走。整个 XR 头显行业的未来命运，依然高度依赖于芯片、传感器、材料和电池技术的发展。Apple Vision Pro 也不例外。03MR 的 killer app抛开技术，Apple Vision Pro 要解决的最根本问题，是「应用」。随着产品开售，Vision Pro 也会有自己的 App Store。苹果表示，上线第一天，就会有超过 100 万个兼容 visionOS 的 App 蓄势待发。但目前绝大多数登陆 visionOS 的 App，都只是 iPhone、iPad App 的兼容版本，它们在 visionOS 里，依然只是「悬浮在空中的平面窗口」而已。所以，问题并不在于 Vision Pro 有多少 App 可以用，而在于真正的 killer app 是什么。对这个问题，无论是苹果，还是开发者，目前都没有一个确切答案。苹果重点押注的应用场景有三个：一是 3D 影像拍摄和回看，就像当年随 3D Touch 推出的 Live Photo；二是影视娱乐，包括苹果自家的 TV+、迪士尼的 Disney+，以及一个专门的「遇见恐龙」App；三是工作，Vision Pro 出厂预装的 App 里包括无边记、Keynote 和 Safari。无论是影视还是工作，目前都很难想象 Vision Pro 要如何取代传统显示器、电视。Vision Pro 或许能投出更大的窗口，但它无法与人分享，只能一个人使用，且重量也会带来一定的负担。使用 iPhone 15 Pro 上的摄像头拍摄的 3D 视频可以放在 Vision Pro 上欣赏｜Apple3D 影像或许是一个关键突破口，但仅仅为了拍摄和回看 3D 影像，就花费 3500 美元购买 Vision Pro，且这些内容同样难以被分享，这个逻辑依然要打上问号。这一情况很容易让人联想到早期的 Apple Watch，苹果基于它的硬件特性设计了一系列社交功能，比如向恋人发送自己的心跳，并把这些功能放到了很高的设计优先级上。但产品发售后，用户对社交功能并不买账，所以在后续的产品迭代里，苹果逐渐把产品设计的重心转向了健康和运动。类似的情况还包括 3D Touch 和 Touch Bar，它们都是苹果曾寄予厚望，但不被市场接受，最终证明失败后，被弃用的技术和功能。对 Vision Pro 来说，问题或许不在于第一代产品的功能定义是否 100% 精准，而在于如何从冷启动的过程中，找到可以突破的 killer app。另外，值得一提的是，苹果几乎无视了主流 VR 设备都会重点布局的游戏场景。Vision Pro 上会有游戏，但依然只是挂在空中的平面窗口，交互设备也局限于传统的游戏手柄。至于更能发挥 VR 设备特性的体感交互游戏，至少目前 Vision Pro 并不支持，也没有支持的迹象。Vision Pro 的产品现状，令不少开发者也决定先保持观望。包括 Netflix、YouTube、Spotify，以及纽约时报，都不会立刻推出 visionOS 版本的 App。考虑到这些产品是乘着 iPhone 和 iOS 的风潮发展起来的，它们的观望态度，也代表了相当一部分开发者的悲观想法。04最难啃的骨头此前有市场调研机构估计，Apple Vision Pro 的冷启动速度会相对缓慢。预计头一年的出货量会在 30-40 万部，乘以 3500 美元的起售价，约能为苹果带来 14 亿美元收入，这一数字相较苹果近 4000 亿美元的总营收来说，微不足道。成败的关键依然在于「成长」。iPhone 在发售首年，也只为苹果带来了 10 亿美元收入，但第二年这个数字就变成了 52 亿，之后是 186 亿。而在过去两年里，Meta 的实践证明，VR 头显可能并不具备如此成长性。2021 年秋季，Facebook 正式更名为 Meta 之前，旗下 Reality Lab 的年营收为 13.9 亿美元。2022 年秋季，经过一年的巨额投入，这个数字也仅仅只增长了 3%，到 14.3 亿。到 2023 年，这个数字直接同比缩水 40%，仅录得 8.3 亿（包含软硬件收入）。Meta 的表现，其实就是整个 XR 硬件市场的缩影。visionOS 是苹果「空间计算」（Spatial Computing）的重点｜Apple2023 年，美国 VR、AR 硬件的市场规模下跌了 40%，仅有 6.6 亿美元。目前只在美国发售的 Apple Vision Pro，如果成功实现首年 14 亿美元的销售目标，会直接将这个市场扩大三倍。即便如此，这也只是千里之行的第一步。对苹果来说，VR 是一个有着悠久历史的赛道，但这里没有对手。没人知道引爆 MR 头显裂变发展的「临界质量」是多少，引爆开关在哪里。苹果要逆转的，是整个行业的命运。但这就是苹果曾一次次做到过的事。从 Apple II 到 Macintosh，从 iPod 到 iPhone、Apple Watch 和 AirPods，苹果每一次革命性的产品定义，都是将其他人尝试过，并认定为不可能实现的事情，变成现实。据分析师郭明錤的消息，苹果正寻求在夏天 WWDC 之前，将 Vision Pro 的销售拓展到美国之外，接下来上市的国家可能包括英国、加拿大和中国。从 90 年代任天堂 Virtual Boy 的尝试，到 00 年代卡马克的 3D 图形技术逐渐成为游戏主流，再到 10 年代的上一轮 VR 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href=https://finance.sina.com.cn/tech/it/2023-03-09/doc-imykfqkz5802643.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，知情人士透露，苹果公司正在调整其国际业务的管理层，以加大对印度市场的关注。这也表明印度对苹果的重要程度日益上升。此番调整标志着印度首次成为苹果的独立销售区。知情人士透露，背后的主要原因在于该国的需求大幅增加，使得印度在苹果内部的受重视程度得以提升。苹果是在负责印度、中东、地中海、东欧和非洲的副总裁胡格斯·阿斯曼（Hugues Asseman）退休后做出这一调整的。在阿斯曼离职后，苹果提拔了...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-03-09/doc-imykfqkz5802643.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2023-03-09/doc-imykfqkz5802643.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133606796","content_text":"据报道，知情人士透露，苹果公司正在调整其国际业务的管理层，以加大对印度市场的关注。这也表明印度对苹果的重要程度日益上升。此番调整标志着印度首次成为苹果的独立销售区。知情人士透露，背后的主要原因在于该国的需求大幅增加，使得印度在苹果内部的受重视程度得以提升。苹果是在负责印度、中东、地中海、东欧和非洲的副总裁胡格斯·阿斯曼（Hugues Asseman）退休后做出这一调整的。在阿斯曼离职后，苹果提拔了印度主管阿西什·乔杜里（Ashish Chowdhary）——他之前向阿斯曼汇报工作，之后则直接向苹果产品销售主管迈克尔·芬格（Michael Fenger）汇报工作。对此，苹果发言人拒绝对此置评。尽管苹果上季度的总营收下滑5%，但在印度市场的营收还是创下历史新高。苹果开发了一个在线商店，为印度地区提供服务，他们还准备于今年晚些时候在印度开设首家旗舰店。苹果CEO蒂姆·库克（Tim Cook）在最近的财报电话会议上表示，该公司将“高度重视该市场”，并将印度目前的情况比作早期的中国。“我们其实就是在采用几年前从中国学到的东西，并把在中国扩大规模的方式应用到这里。”他说。中国目前每年为苹果贡献大约750亿美元营收，成为仅次于美洲和欧洲的最大销售区。除了将为苹果贡献销量外，印度在苹果产品开发中扮演的角色也越来越重要。苹果的重要供应商都在向印度转移，苹果也在与鸿海合作在该国建设iPhone工厂。最近的变化将对苹果的管理结构产生影响，但不会影响公开财报的区划方式。在财报中，该公司将印度作为欧洲大区的一部分，与中东和非洲同列。此外，该公司还有另外四个大区，分别是：美洲、大中华区、日本和亚太其他地区。阿斯曼的离职是苹果近期高管离职潮的一部分。负责订阅服务的苹果副总裁也在今年早些时候离职，云计算主管也将在下月离职。去年，负责工业设计、财报、软件和硬件工程、隐私、信息系统和在线商店的高管也都宣布离职。作为在苹果工作了20多年的老兵，阿斯曼主要在该公司的伦敦办事处以及库比蒂诺总部任职。他最初是负责Mac和iPod产品线的营销经理，后来领导过零售团队，之后在2011年出任iPhone欧洲和其他国际市场的销售主管。他2015年出任在苹果的最后一个职位，直到去年末退休。苹果的销售和国际团队由芬格和另外一位副总裁道格·贝克（Doug 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/>\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>推特称马斯克终止收购的信函是无效的和错误的</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-30 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月30日晚间消息，<b>推特称<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克的终止收购信函是无效的和错误的。</b></p><p>推特表示，没有违反任何协议下的声明或义务；公司尚未受到，也不太可能受到重大不利影响。</p><p>推特计划执行协议，并按照与马斯克商定的价格和条款完成交易。</p><p>今日消息，特斯拉CEO埃隆·马斯克正式通知终止购买推特。</p><p>马斯克：在7月8日的终止信被确定为无效的情况下，于8月29日向推特发送了终止信。2022年8月29日终止收购的通知信函中的依据是对7月8日信中描述的终止依据的补充，而不是替代。</p><p><img src=\"https://static.tigerbbs.com/1a0642b52fb93910d6b37b8f085c3086\" tg-width=\"1200\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>截至发稿，推特盘前跌超1%，特斯拉涨1.7%。</p><p><img src=\"https://static.tigerbbs.com/a9b34e0e9898635066e933564b71c4e0\" tg-width=\"450\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181436324","content_text":"8月30日晚间消息，推特称特斯拉CEO马斯克的终止收购信函是无效的和错误的。推特表示，没有违反任何协议下的声明或义务；公司尚未受到，也不太可能受到重大不利影响。推特计划执行协议，并按照与马斯克商定的价格和条款完成交易。今日消息，特斯拉CEO埃隆·马斯克正式通知终止购买推特。马斯克：在7月8日的终止信被确定为无效的情况下，于8月29日向推特发送了终止信。2022年8月29日终止收购的通知信函中的依据是对7月8日信中描述的终止依据的补充，而不是替代。截至发稿，推特盘前跌超1%，特斯拉涨1.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":902285526,"gmtCreate":1559691164265,"gmtModify":1704698811665,"author":{"id":"3495355870257484","authorId":"3495355870257484","name":"esxlu","avatar":"https://static.tigerbbs.com/36a216567f5437cc42cb06df15fd7a24","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495355870257484","authorIdStr":"3495355870257484"},"themes":[],"htmlText":"$苹果(AAPL)$ 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