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08-29

啥都不懂

知名大学教授：特斯拉电动化比不过比亚迪、智能化比不过华为

08-09

说说你对这篇新闻的看法...

周鸿祎：有些人盲目崇拜特斯拉的自动驾驶

08-09

连车都不会开，能懂车吗？

周鸿祎：有些人盲目崇拜特斯拉的自动驾驶

08-07

放屁

特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】

04-05

怎么没看到FSD V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。

抱歉，原内容已删除

2023-07-03

木头短线超臭。反向指标。

抱歉，原内容已删除

2023-05-25

精彩！比股东大会丰富多了。

马斯克最新深度采访：我一年只休三天，7000字聊透九大热点

2023-04-10

挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。

抱歉，原内容已删除

2023-03-30

标题党！仅汽车销量高而己。利润还差远了。

抱歉，原内容已删除

2023-03-29

睁眼说瞎话。

抱歉，原内容已删除

2023-03-29

说了这么多的不是，又不敢做空，还不是废话。

抱歉，原内容已删除

2023-03-15

便宜没好货，这样配置会输钱。

抱歉，原内容已删除

2023-03-06

断章取义

抱歉，原内容已删除

2023-03-01

给说刹车失灵一记响亮耳光

抱歉，原内容已删除

2023-02-23

只看过去，只会错过机会。

抱歉，原内容已删除

2022-12-27

$特斯拉(TSLA)$

2022-12-05

11月总共上牌量5.6万辆，不低呀。利润率也还是第一，不知什么原因减少？

抱歉，原内容已删除

2022-11-30

没一点国家机构认定材料，昧着良心说黑话，目的就是黑Tesla 。

抱歉，原内容已删除

2022-11-27

断章取义

抱歉，原内容已删除

2021-07-22

说说你对这篇新闻的看法...

必和必拓与特斯拉签订镍供应协议西部镍业将为特斯拉提供电池制造原料镍

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BK1119":"汽车制造商","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK1522":"燃料电池","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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SGD-H"},"source_url":"https://tech.ifeng.com/c/8cRZVjzsCtD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463440257","content_text":"快科技8月29日消息，近日，同济大学汽车学院教授朱西产在与腾讯《远光灯》的独家对话中，对智能驾驶领域的热点话题进行了深度剖析。朱教授直言不讳地指出，特斯拉在电动化方面比不过比亚迪、智能化也比不过华为。朱西产教授认为，特斯拉的全自动驾驶系统（FSD）在中国的落地面临诸多挑战，包括数据合规性及多个国家部门的审批。朱教授指出，特斯拉在中国市场的铁粉群体虽然忠诚，但规模有限，相比之下，比亚迪的月销量远超特斯拉，显示出在电动化领域的强劲实力。同时，华为在智能座舱和智能驾驶芯片方面具有明显优势，其产业链的完整性和成熟度也远超特斯拉。朱教授还提到，华为的智能驾驶解决方案具有更高的灵活性和成本效益，其产品覆盖从高端到中端的多个价位段，而特斯拉则缺乏这种多元化的市场策略。他预测，凭借丰富的产品线和强大的技术实力，华为在智能驾驶领域将具有更大的发展潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336652618653944,"gmtCreate":1723199203262,"gmtModify":1723199204655,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336652618653944","repostId":"2458558073","repostType":2,"repost":{"id":"2458558073","pubTimestamp":1723190580,"share":"https://www.laohu8.com/m/news/2458558073?lang=&edition=full","pubTime":"2024-08-09 16:03","market":"us","language":"zh","title":"周鸿祎：有些人盲目崇拜特斯拉的自动驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=2458558073","media":"睿见Economy","summary":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","content":"<html><body><div>\n<div></div>\n<p>　　8月9日，周鸿祎在线下课#祎起聊AI#上谈到<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”</p>\n<p>　　谈到智能驾驶方案，周鸿祎指出，大家对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>周鸿祎：有些人盲目崇拜特斯拉的自动驾驶</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; 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class=\"title\">\n周鸿祎：有些人盲目崇拜特斯拉的自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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H2-SGD"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2458558073","content_text":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336652600217704,"gmtCreate":1723199196622,"gmtModify":1723199198463,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"连车都不会开，能懂车吗？","listText":"连车都不会开，能懂车吗？","text":"连车都不会开，能懂车吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336652600217704","repostId":"2458558073","repostType":2,"repost":{"id":"2458558073","pubTimestamp":1723190580,"share":"https://www.laohu8.com/m/news/2458558073?lang=&edition=full","pubTime":"2024-08-09 16:03","market":"us","language":"zh","title":"周鸿祎：有些人盲目崇拜特斯拉的自动驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=2458558073","media":"睿见Economy","summary":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","content":"<html><body><div>\n<div></div>\n<p>　　8月9日，周鸿祎在线下课#祎起聊AI#上谈到<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”</p>\n<p>　　谈到智能驾驶方案，周鸿祎指出，大家对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 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class=\"title\">\n周鸿祎：有些人盲目崇拜特斯拉的自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2458558073","content_text":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335773527965968,"gmtCreate":1723012181033,"gmtModify":1723012809558,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"放屁","listText":"放屁","text":"放屁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335773527965968","repostId":"2457134851","repostType":2,"repost":{"id":"2457134851","pubTimestamp":1723001731,"share":"https://www.laohu8.com/m/news/2457134851?lang=&edition=full","pubTime":"2024-08-07 11:35","market":"us","language":"zh","title":"特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】","url":"https://stock-news.laohu8.com/highlight/detail?id=2457134851","media":"前瞻网","summary":"据悉，享界S9是华为与北汽联合打造，定位高端轿车。在大会上，余承东评价特斯拉FSD称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。余承东在发布会上吐槽：特斯拉测试时减速都不减速。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全”。前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114536036v15243wysvyto92\"/><p>图片来源：摄图网</p><p>8月6日，<strong>鸿蒙智行享界S9及华为全场景新品发布会盛大举行</strong>，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，<strong>享界S9是华为与北汽联合打造，定位高端轿车。</strong>华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款<a href=\"https://laohu8.com/S/DLX\">豪华</a>旗舰轿车，与问界M9共同组成双9旗舰。</p><p>在大会上，<strong>余承东评价<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。</strong></p><p><strong>为什么这么说？</strong>余承东在发布会上吐槽：<strong>特斯拉测试时减速都不减速。路上停着静止不动的白色货车，减都不减速直接撞过去，绿色的货车不减速也去撞，还有开车的时候撞路沿</strong>，“一旦出现一次事故，就是车毁人亡。”余承东称ChatGPT等AI工具存在幻觉，有30%左右的错误率，<strong>而ADS 3.0的本能安全网络可以避免这种错误。</strong></p><p>余承东在大会上宣布，<strong>享界S9首发华为ADS 3.0</strong>，搭载192线激光雷达，从2D感知走向3D感知，<strong>实现端到端类人智驾</strong>。并且，<strong>华为的全向防碰撞3.0三大能力也同步升级</strong>，首发路面自适应AEB，湿滑路、雨雪路等提前舒适制动;首发eAES自动紧急避让，<strong>从仅刹停或仅换道，变成边刹车边换道</strong>。此外，还首发车位到车位的智驾功能，打通停车场到公开道路，<strong>可以实现全场景贯通</strong>。</p><p>此前，余承东就曾表示，华为团队去美国多地对特斯拉FSD进行测试。从结果来看，<strong>华为有信心干翻对手。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全</strong>”。</p><p><strong>回看自动驾驶技术发展情况：</strong></p><p><strong>——自动驾驶已进入3.0时代</strong></p><p>根据2023(第七届)高工智能汽车年会上发布的《自动驾驶3.0时代，大模型重塑汽车智能化技术路线》，目前我国的自动驾驶已经进入了3.0时代。自动驾驶的1.0时代是硬件驱动，主要依靠激光雷达和人工规则的认知方式提供自动驾驶方案;2.0时代是软件驱动，特点是传感器单独输出结果，用小模型和少数据的模式提供自动驾驶方案;3.0时代是数据驱动时代，采用多模态传感器联合输出结果，用大模型大数据的模式提供自动驾驶方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114539252v152hnhkbb9wm3d\"/><p><strong>——自动驾驶专利技术申请情况</strong></p><p>从自动驾驶细分专利技术申请的热度来看，全球导航卫星系统具备较高的专利申请热度，专利申请总量达184467项，申请人数量达89664个;从技术跨度来看，全球导航卫星系统和惯性传感器技术专利跨度较大，技术跨度分别达531个和532个IPC小类;从技术市场覆盖广度来看，全球卫星导航系统、感性传感器和激光雷达均覆盖60个以上国家和地区，说明这些技术受到全球范围内的关注和研究。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114539926v1520kl28lhgvof\"/><p><strong>——头部企业自动驾驶架构对比</strong></p><p>根据小米技术发布会，小米智驾采用的底层算法为BEV+Transformer+占用网络，并将大模型技术全面融入。但相比较自动驾驶领域领先的特斯拉和华为，小米自动驾驶的底层算法仍类似于2022年特斯拉FSD V11，而2023年特斯拉则已开始正式训练端到端模型，并于2024年已发布FSD Beta V12测试版;对比国内厂商华为，华为采用BEV + Transformer+GOD网络(通用障碍物检测网络)架构，并基于道路拓扑推理网络进一步增强，在实际运行中性能优秀且降低了自动驾驶技术对于高精地图的依赖性。因此小米在自动驾驶算法上仍然需要持续跟进研发。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114541535v152izx0kmzb0cn\"/><p><strong>——自动驾驶技术投资重点赛道</strong></p><p>从我国自动驾驶投融资热门赛道来看，2022-2023年，自动驾驶全栈解决方案融资热度较高，相关融资事件数量占比达到44%，此外，自动驾驶货运、激光雷达、自动驾驶芯片等细分技术领域企业也具备较高的融资热度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114543069v15237utsh6c4fu\"/><p>前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。<strong>未来随着技术的进一步发展和法规的完善，预计将有更多应用场景的出现</strong>。</p><p>北京车网战略规划总监周唯表示，在车路云一体化技术成熟的情况下，自动驾驶汽车在保证行驶安全的情况下，驾车能力将超过人类。<strong>自动驾驶技术成熟后，出行成本会降低、出行效率会提升，将成为很多人出行的选择。</strong></p><p>前瞻经济学人APP资讯组</p><p>更多本行业研究分析详见前瞻产业研究院《中国无人驾驶汽车（自动驾驶汽车）行业发展前景预测与投资战略规划分析报告》。</p><p>同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人申报等解决方案。在招股说明书、公司年度报告等任何公开信息披露中引用本篇文章内容，需要获取前瞻产业研究院的正规授权。</p><p>更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查询平台。</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>特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】</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; 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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特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b><strong>前瞻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：摄图网8月6日，鸿蒙智行享界S9及华为全场景新品发布会盛大举行，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，享界S9是华为与北汽联合打造，定位高端轿车。华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款豪华旗舰轿车，与问界M9共同组成双9旗舰。在大会上，余承东评价特斯拉FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BIDU":"百度","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0234570918.USD":"高盛全球核心股票组合Acc 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Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2457134851","content_text":"图片来源：摄图网8月6日，鸿蒙智行享界S9及华为全场景新品发布会盛大举行，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，享界S9是华为与北汽联合打造，定位高端轿车。华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款豪华旗舰轿车，与问界M9共同组成双9旗舰。在大会上，余承东评价特斯拉FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。为什么这么说？余承东在发布会上吐槽：特斯拉测试时减速都不减速。路上停着静止不动的白色货车，减都不减速直接撞过去，绿色的货车不减速也去撞，还有开车的时候撞路沿，“一旦出现一次事故，就是车毁人亡。”余承东称ChatGPT等AI工具存在幻觉，有30%左右的错误率，而ADS 3.0的本能安全网络可以避免这种错误。余承东在大会上宣布，享界S9首发华为ADS 3.0，搭载192线激光雷达，从2D感知走向3D感知，实现端到端类人智驾。并且，华为的全向防碰撞3.0三大能力也同步升级，首发路面自适应AEB，湿滑路、雨雪路等提前舒适制动;首发eAES自动紧急避让，从仅刹停或仅换道，变成边刹车边换道。此外，还首发车位到车位的智驾功能，打通停车场到公开道路，可以实现全场景贯通。此前，余承东就曾表示，华为团队去美国多地对特斯拉FSD进行测试。从结果来看，华为有信心干翻对手。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全”。回看自动驾驶技术发展情况：——自动驾驶已进入3.0时代根据2023(第七届)高工智能汽车年会上发布的《自动驾驶3.0时代，大模型重塑汽车智能化技术路线》，目前我国的自动驾驶已经进入了3.0时代。自动驾驶的1.0时代是硬件驱动，主要依靠激光雷达和人工规则的认知方式提供自动驾驶方案;2.0时代是软件驱动，特点是传感器单独输出结果，用小模型和少数据的模式提供自动驾驶方案;3.0时代是数据驱动时代，采用多模态传感器联合输出结果，用大模型大数据的模式提供自动驾驶方案。——自动驾驶专利技术申请情况从自动驾驶细分专利技术申请的热度来看，全球导航卫星系统具备较高的专利申请热度，专利申请总量达184467项，申请人数量达89664个;从技术跨度来看，全球导航卫星系统和惯性传感器技术专利跨度较大，技术跨度分别达531个和532个IPC小类;从技术市场覆盖广度来看，全球卫星导航系统、感性传感器和激光雷达均覆盖60个以上国家和地区，说明这些技术受到全球范围内的关注和研究。——头部企业自动驾驶架构对比根据小米技术发布会，小米智驾采用的底层算法为BEV+Transformer+占用网络，并将大模型技术全面融入。但相比较自动驾驶领域领先的特斯拉和华为，小米自动驾驶的底层算法仍类似于2022年特斯拉FSD V11，而2023年特斯拉则已开始正式训练端到端模型，并于2024年已发布FSD Beta V12测试版;对比国内厂商华为，华为采用BEV + Transformer+GOD网络(通用障碍物检测网络)架构，并基于道路拓扑推理网络进一步增强，在实际运行中性能优秀且降低了自动驾驶技术对于高精地图的依赖性。因此小米在自动驾驶算法上仍然需要持续跟进研发。——自动驾驶技术投资重点赛道从我国自动驾驶投融资热门赛道来看，2022-2023年，自动驾驶全栈解决方案融资热度较高，相关融资事件数量占比达到44%，此外，自动驾驶货运、激光雷达、自动驾驶芯片等细分技术领域企业也具备较高的融资热度。前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。未来随着技术的进一步发展和法规的完善，预计将有更多应用场景的出现。北京车网战略规划总监周唯表示，在车路云一体化技术成熟的情况下，自动驾驶汽车在保证行驶安全的情况下，驾车能力将超过人类。自动驾驶技术成熟后，出行成本会降低、出行效率会提升，将成为很多人出行的选择。前瞻经济学人APP资讯组更多本行业研究分析详见前瞻产业研究院《中国无人驾驶汽车（自动驾驶汽车）行业发展前景预测与投资战略规划分析报告》。同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人申报等解决方案。在招股说明书、公司年度报告等任何公开信息披露中引用本篇文章内容，需要获取前瞻产业研究院的正规授权。更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查询平台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292013114814608,"gmtCreate":1712318221962,"gmtModify":1712318225153,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"怎么没看到FSD&nbsp;V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","listText":"怎么没看到FSD&nbsp;V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","text":"怎么没看到FSD V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/292013114814608","repostId":"2425536040","repostType":2,"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573152435398229","authorId":"3573152435398229","name":"風铃中的刀聲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3573152435398229","authorIdStr":"3573152435398229"},"content":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，","text":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，","html":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193978336215280,"gmtCreate":1688374402969,"gmtModify":1688374404633,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"木头短线超臭。反向指标。","listText":"木头短线超臭。反向指标。","text":"木头短线超臭。反向指标。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193978336215280","repostId":"2348591755","repostType":2,"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655054882,"gmtCreate":1685004176447,"gmtModify":1685004178938,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"精彩！比股东大会丰富多了。","listText":"精彩！比股东大会丰富多了。","text":"精彩！比股东大会丰富多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655054882","repostId":"1143085874","repostType":2,"repost":{"id":"1143085874","pubTimestamp":1684987853,"share":"https://www.laohu8.com/m/news/1143085874?lang=&edition=full","pubTime":"2023-05-25 12:10","market":"us","language":"zh","title":"马斯克最新深度采访：我一年只休三天，7000字聊透九大热点","url":"https://stock-news.laohu8.com/highlight/detail?id=1143085874","media":"车东西","summary":"聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重","content":"<html><head></head><body><blockquote><strong>聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！</strong></blockquote><p>马斯克在股东会上没说的内容，都在这场采访里了。</p><p>继马斯克被股东提案列为“风险人物”，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。</p><p>日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个话题。</p><p>在这次访谈中，明显看出马斯克被股东大会“逼宫”给整怕了，口风都有些松动，但也透露出了很多不为人知的细节，非常精彩，比如：应股东的要求特斯拉尝试广告，要向更广泛美国民众介绍特斯拉的便宜和安全；特斯拉价格按照需求制定，相比建议零售价更加公开透明；特斯拉汽车的自动驾驶软件比车本身更有价值，很可能实现汽车出门打工，车主在家赚钱；自动化有可能今年实现。</p><p style=\"text-align: justify;\">马斯克是一个疯狂的人。面对这个急速变化的世界，这位硅谷钢铁侠有哪些看法？对于特斯拉汽车和自动驾驶的发展，他是怎么看待的？以下是大卫·费伯和马斯克对话的全文编译，在不改变原意的基础上略有删改。</p><p><strong><em>01.</em></strong></p><p><strong>谈特斯拉定价：<br/>完全透明，没有“暗箱操作”</strong></p><p><strong>大卫·费伯：</strong>关于特斯拉定价问题，你这边怎么考虑的？</p><p><strong>马斯克：</strong>与许多传统和其他竞争对手相反，我们有实时的信息需求，所以我们知道昨天有多少人订购了一辆特斯拉。电脑会计算这些，实际上我们每天都会收到邮件，知道有多少人在哪些国家订购了哪种汽车，所以我们知道昨天的订单是什么。</p><p>你不想对这些事情反应过度，但有时你会因为一些难以解释的原因而出现小波动，如果一个星期，你可能不会产生波动。但如果这是长期的，比如说超过两周，你可以看到由于某些原因，需求比以前少了或者更高了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c06f7401efa932014da3df855a9b165\" title=\"▲马斯克谈特斯拉的定价问题\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克谈特斯拉的定价问题</span></p><p><strong>大卫·费伯：</strong>你们会据此调整价格吗？或者在动态定价模式上，你们是否像航空公司一样？</p><p><strong>马斯克：</strong>是的，所以我们基本上只是根据需求定价，我们在第一季度也大幅下调了价格，但一月通常是买车的糟糕季，所以一月份的购车有季节性因素。所以我们大幅降价，最近又涨价了。</p><p>因此正如我对听众提到的，现实情况是所有的汽车公司都对价格进行了重大调整，因为你有建议零售价。</p><p>如果需求很高，经销商在建议零售价的基础上收取一定的溢价，如果需求较低，他们将调整生产节奏。所以你会半年内看到所有汽车的高峰和低谷之间有很大的不同，只是特斯拉如此直接、明显和透明。这不是建议零售价，然后加价或折扣的问题。</p><p><strong><em>02.</em></strong></p><p><strong>谈自动驾驶价值：<br/>汽车打工、车主赚钱</strong></p><p><strong>大卫·费伯：</strong>在你上次季度报告后，很多投资者都想谈谈你的利润率，我想谈谈你们的定价，特别是你提到了车辆成本的降低，你甚至说过，能以不赚钱的价格买车，这很难理解。随着时间的推移，特斯拉仍然能产生巨大的经济效益，请你解释一下这是什么意思。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9f38d42135025f078329ecfdc4bf44a\" title=\"▲大卫·费伯就自动驾驶的价值向马斯克提问\" tg-width=\"1000\" tg-height=\"500\"/><span>▲大卫·费伯就自动驾驶的价值向马斯克提问</span></p><p>你在会议上也提到了从手动到自动的转变，以及随之而来的附加价值，但希望你解释一下为什么特斯拉可以买车不赚钱，但将来仍能赚取巨额利润。</p><p><strong>马斯克：</strong>特斯拉是唯一一家可以做到的公司，这款车可以通过软件更新，实现完全的自动驾驶，因此我们认为，一辆全自动驾驶汽车的价值，可能是非自动驾驶汽车的五倍。为什么？</p><p>一辆车的效用，通常是一辆乘用车，一周可能是10小时，也可能是12小时，假设某人平均每天要开一个半小时的车，每天一小时的通勤，然后偶尔长途旅行。这样对于一辆乘用车来说，一周大概需要10到12个小时。然后你还要很多停车成本，你需要一个车库，或者你需要买一个停车位，或者你需要在商场买一张停车券，与汽车相关的成本很多。</p><p>但是现在，如果你有一辆自动驾驶汽车，它可以四处行驶，基本上就像自动驾驶的<a href=\"https://laohu8.com/S/UBER\">优步</a>，我认为效用会高很多。也许还有更多的可能性。</p><p><strong>大卫·费伯：</strong>我明白了，我们谈论的是无人驾驶出租车，你的意思是可以把它理解为自动驾驶的优步，因此效用可能会变成每周50个小时。</p><p><strong>马斯克：</strong>这只是一个猜测，假设一周有168个小时，粗略估计，自动驾驶汽车将不再是每周运行10小时，在我们看来大概是50小时，所以建造成本是一样的。</p><p><strong>大卫·费伯：</strong>我想了解一下商业模式，假如我买了车，而不是在我工作的时候把它停在了我的停车场，它会出发接人，再把人放下。</p><p><strong>马斯克：</strong>是的。</p><p><strong>大卫·费伯：</strong>谁在从中赚钱？我想这就是你说的增值吧，是收入分成吗？你有没有具体计划？</p><p><strong>马斯克：</strong>是的，特斯拉的条款和条件已经写了很久了。</p><p><strong>大卫·费伯：</strong>哦，真的么？</p><p><strong>马斯克：</strong>是的，所以车主能赚钱，我不知道多少钱，谁知道会是多少，也许是五五开，或者七三开，我不知道。</p><p>除了给车主经济回报外，汽车的使用次数是现在的五倍，特斯拉很可能赚到原价的两到三倍。汽车在自动驾驶出租车收入中的销售价值数额是巨大的。</p><p><strong>大卫·费伯：</strong>就像我对听众说的，这就像为了软件利润而卖汽车一样，因为事实上它就是软件。</p><p><strong>马斯克：</strong>是的。因此，与其说实际利润率是25%，不如说是70%甚至更多。</p><p>我的意思是，与之相关的自由现金流实际上是一个惊人的数字。迄今为止，我见过的最好的分析来自APK Invest的Kathy Woods。</p><p><strong>大卫·费伯：</strong>是的，她多年来就是你们股票的忠实支持者。</p><p><strong>马斯克：</strong>她很早就是对的，起初我认为是她很乐观，但事实证明，她几乎完全正确。</p><p><strong><em>03.</em></strong></p><p><strong>谈打广告：<br/>让公众知道特斯拉最便宜、最安全</strong></p><p><strong>大卫·费伯：</strong>好吧，你刚刚开完年会，回答了很多热心观众的问题。我觉得你之前已经分享过了，但有一些新闻，我想从这里开始。广告，你得到了热烈的掌声，听起来你不像是要大肆宣传，但你至少提了一句，“好吧，我们可以考虑做些广告”，为什么？</p><p><strong>马斯克：</strong>我是说，我应该倾听股东的意见，事实上，我对他们关于广告的热情程度感到惊讶，因为我们从来没有这样做过。但这里面会续有一些很好的逻辑，如果我们只是通过特斯拉的推特账户或者我的推特账号说这些信息的话，我们在某种程度上是在向已经皈依的人布道，而不是触及那些本质上还是没有被说服的人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ae0d8371359bbe9067049533997c1f\" title=\"▲马斯克对广告态度的转变受到了股东的影响\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克对广告态度的转变受到了股东的影响</span></p><p><strong>大卫·费伯：</strong>所以我认为这是一个很好的观点，我认为这值得一试，我们会看到它有多有效。你知道你想怎么尝试吗，或者这需要什么？</p><p><strong>马斯克：</strong>我对广告有一些大致的想法，如果广告是信息性和娱乐性的，那么它们现在可以贴近内容。</p><p>但我认为有时候广告可能没有提供信息，或者在某些情况下可能有点误导。事实上我们在推特失去了一些广告商，因为社区注释也适用于广告。因此，如果有人宣传的东西可能有点不准确，然后得到广告商注意了，我们就失去了广告商。</p><p>但我们非常在乎真相，所以我们愿意放弃一些在推特上的广告费用，为了尽可能减少一些不准确的信源。</p><p><strong>大卫·费伯：</strong>我想谈谈这个，但我显然想花点时间在特斯拉身上，再一次回到广告，我会在某个周日、周一、周四的NFL转播中看到特斯拉的广告吗？</p><p><strong>马斯克：</strong>请记住，我才刚刚同意，所以我并没有一个完整的策略。</p><p><strong>大卫·费伯：</strong>好吧，当你考虑这些事情的时候，你要花多少时间呢？这是在舞台上才决定的事情吗？或者至少你知道这可能发生和潜在的走向吗？</p><p><strong>马斯克：</strong>不，这些问题是没有准备过的。</p><p><strong>大卫·费伯：</strong>好的，所以在那一刻，你说“好吧，我们会做一些广告”。</p><p><strong>马斯克：</strong>是的。</p><p><strong>大卫·费伯：</strong>我们才过了20分钟，我就问你详细的问题了。我猜你也没有答案。</p><p><strong>马斯克：</strong>我不确定广告最有效的方法是什么，但我认为广告应该提供有关产品的信息，它应该是让人赏心悦目的，有一些美学的元素，应该是让你看完不会后悔的东西。我认为，如果广告符合这些标准，它还得贴近内容，这样你就不会后悔花时间看它了。</p><p><strong>大卫·费伯：</strong>但你也说了什么，你一直在向皈依者布道，你在会上提出了一些数据，比如安全、价格等，这一点可能不会被广大的汽车购买者接受。</p><p><strong>马斯克：</strong>是的，所以很对人仍然认为特斯拉超级贵，因为我们从一款昂贵的跑车开始，然后是稍微便宜一点的轿车和SUV，但我们现在的情况是，特斯拉的起价实际上低于美国汽车的平均售价，因此特斯拉实际上比人们想象的要便宜得多，所以我们要确保人们知道这一点。</p><p>此外，特斯拉在很多方面也是道路上最安全的汽车。实际上，很多人甚至不知道特斯拉的驾驶室过热保护。而且，我们不断更新自动紧急制动软件，还有安全气囊展开的方式。我认为我提到的统计数据是不言自明的。从统计数据来看，特斯拉汽车比其他任何车都更安全。</p><p><strong><em>04.</em></strong></p><p><strong>谈办公地：<br/>透明办公、产线末端监督生产</strong></p><p><strong>大卫·费伯：</strong>埃隆，谢谢你让我们来到这里。坐着看一会是很有意思的。</p><p><strong>马斯克：</strong>不客气，我在这里并没有办公室。我要么在厂里走着，要么在这个房间开会，这个房间可以让我在开会时开到生产的进展。</p><p><strong>大卫·费伯：</strong>你在这里的时候有没有特别关注的部分？你是会一直关注还是会直接走过去？</p><p><strong>马斯克：</strong>我们在这里看到的生产线末端，如果车停止移动了，说明上游有堵塞，然后我就看看是什么问题造成了堵塞。所以我想现在是休息的时间。但如果车不移动，这意味着上游出了问题。</p><p><strong>大卫·费伯：</strong>嗯，光是在这个设施周围走一圈就感觉很神奇，对它的规模会有一个概念。</p><p><strong><em>05.</em></strong></p><p><strong>谈工作习惯：<br/>拒绝居家办公、马斯克全年休三天</strong></p><p><strong>大卫·费伯</strong>：为什么你认为他们必须到办公室来工作呢？</p><p><strong>马斯克</strong>：我坚信人们面对面的时候效率会更高，我觉得整个在家工作的概念有点像传言玛丽·安托瓦内特说过的“那他们干嘛不吃蛋糕？”就像你真的要在家工作，你打算让所有为你在工厂生产汽车的人也这么做吗？那些给你做外卖的人能在家工作吗？来帮你装修房子的人，他们不能在家工作，但你可以？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62c7ed91795ab5c4aca706a7f9dbacae\" title=\"▲马斯克对于远程办公的态度\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克对于远程办公的态度</span></p><p><strong>马斯克</strong>：这在道德上正确吗？这太糟了。</p><p><strong>大卫·费伯</strong>：你认为这是道德问题吗？</p><p><strong>马斯克</strong>：是的，这是一个生产力问题，但也是一个道德问题。人们应该放下道德架子，不要再提什么在家工作之类的屁话了。</p><p><strong>大卫·费伯</strong>：顺便说一下，但他们还是被要求回去了，这场战斗仍在继续。我和很多人谈过，我希望人们回来，一周在办公室三天，目前还不清楚这种情况是否会改变。</p><p><strong>马斯克</strong>：电脑一族就像生活在梦里，看看被制造的车，这里的人在家工作吗？当然不是，设想一下，人们造汽车、维修汽车、盖房子、修房子、制作食物、生产人们消费的所有东西，假设他们必须去上班，但只有你不需要。这不仅仅是生产力的问题，更在道德上是错误的。</p><p><strong>大卫·费伯</strong>：虽然生产力也会受到影响，但人们的学习能力也会受到影响。</p><p><strong>马斯克</strong>：是的，我同意。</p><p><strong>大卫·费伯</strong>：所以如果你想在特斯拉工作、想在Space X工作、想在推特工作，就每天都得来办公室？</p><p><strong>马斯克</strong>：是的，我的意思是每周投入40个小时，坦率地说，甚至不需要从周一到周五。你可以从周一工作到周四（也不是说都不需要加班），我认为人们应该去度假。比如我一周工作七天，但我不希望别人也这样做。</p><p><strong>大卫·费伯</strong>：顺便问一下，你每天大概睡几个小时？</p><p><strong>马斯克</strong>：大约六个小时。</p><p><strong>大卫·费伯</strong>：你能睡着那么久？通常是六个小时？</p><p><strong>马斯克</strong>：是的</p><p><strong>大卫·费伯</strong>：还不错，我以为会更少。</p><p><strong>马斯克</strong>：我尝试过更少时间，但效率…即使我醒着的时间更长，完成的事情却更少。如果睡眠少于六小时，我的脑部疼痛程度会很严重。</p><p><strong>大卫·费伯</strong>：但你一周工作七天？</p><p><strong>马斯克</strong>：是的，实际上，一年中有几天我什么工作都不做，大概是两三天。</p><p><strong>大卫·费伯</strong>：两三天？</p><p><strong>马斯克</strong>：是的，一年。</p><p><strong><em>06.</em></strong></p><p><strong>谈美联储加息：<br/>刹停经济、接下来一年会很难</strong></p><p><strong>大卫·费伯：</strong>你提到了负担能力与美联储提高利率以及典型汽车购买者每月的成本有关，这是你们在会议上讨论过的，你在电话会议上也谈到了一些，在最近的收益电话会议上也提到了，你认为在接下来的12个月会很艰难。</p><p><strong>马斯克：</strong>是的，对所有人来说，不仅仅是特斯拉，坦率地说，你可以把美联储加息看作是经济的刹车踏板，它让每样东西更贵了，当然像是用信贷买的东西，但它也会对那些不适用信贷购买的东西产生下游影响。</p><p>比如如果汽车贷款或房屋抵押贷款占用了你每月预算的更多资金，这样你买其他东西的钱就少了，实际上它影响到一切，甚至是不用信贷购买的东西。</p><p>因此，我对美联储决策方式的担忧是他们的操作延迟太长了，基本上数据有些陈旧。之前，美联储在提高利率方面行动迟缓，现在我认为他们降低利率的速度会很慢，事实似乎就是如此。</p><p><strong><em>07.</em></strong></p><p><strong>谈病态乐观：<br/>必须乐观、自动化或今年实现</strong></p><p><strong>大卫·费伯：</strong>很多投资者都会回到你对完全自动化的承诺，你好像又在说很接近了。</p><p><strong>马斯克：</strong>是的。你说的是19年或者20年，我想我有点病态的乐观主义，我想如果不是病态乐观，谁会尝试做电动汽车和火箭呢？</p><p><strong>大卫·费伯：</strong>不能不病态乐观，你必须这样。</p><p><strong>马斯克：</strong>是啊，所以我想这是把双刃剑。</p><p><strong>大卫·费伯：</strong>但你有没有自己想过，你有点操之过急了？我的意思是，当你说，再一次，我们将有完全的自动化。</p><p><strong>马斯克：</strong>不，我没说我们“一定会”，我是说，在我们看来，有可能会，这里有很多限定词。</p><p><strong>大卫·费伯：</strong>那么你认为，在你看来，你可能会做什么呢？什么时候？</p><p><strong>马斯克：</strong>我的意思是，看起来今年就有可能发生。</p><p><strong>大卫·费伯：</strong>为什么？</p><p><strong>马斯克：</strong>好吧，我们现在正处在这辆车只需要很少的人工干预就可以在高速公路上和城市里行驶。我能开好几天车在大奥斯汀地区，随机导航至一个地方，没有任何干预。在旧金山也一样，那里很难开车，所以这是一个很有挑战性的情况。</p><p>讲到我更乐观的原因，这是我第一次遇到这种情况，能够连续几天，随机选择多个目的地，没有任何安全相关的干预措施。</p><p><strong><em>08.</em></strong></p><p><strong>谈人工智能：<br/>X AI明年推出，<a href=\"https://laohu8.com/S/MSFT\">微软</a>拿捏OpenAI</strong></p><p><strong>大卫·费伯</strong>：你开始了X AI，或者一些新的人工智能成果，它与OpenAI或Alphabet有何不同？</p><p><strong>马斯克</strong>：我们没有足够的时间，现在也不是讨论这个问题的时候。我们将举行发布会，我们将更详细的探讨这些问题。我在股东大会上提到过，特斯拉在现实世界的人工智能方面拥有强大的能力，事实上，它远远领先于任何人。</p><p><strong>大卫·费伯</strong>：我知道在我们接受采访之前，有人在推特上说，他从来没有被问到特斯拉的人工智能有多先进，你总是提别人的名字。</p><p><strong>马斯克</strong>：特斯拉的人工智能，老实说，我都不确定谁是第二名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde5f1955569b96b44f6a7f65275ee36\" title=\"▲马斯克谈特斯拉的人工智能水平\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克谈特斯拉的人工智能水平</span></p><p><strong>大卫·费伯</strong>：为什么呢？人们不理解的是什么？为什么我们在OpenAI谈论这么多关于ChatGPT和生成式人工智能，微软可以用它做什么，为什么不是特斯拉？</p><p><strong>马斯克</strong>：我不知道，人们确实在网上谈论它，我认为特斯拉将迎来一个聊天时代，如果不是今年，应该不会迟于明年。</p><p><strong>大卫·费伯</strong>：你会有一个？</p><p><strong>马斯克</strong>：有点像ChatGPT时刻？突然间300万辆车就能无人驾驶了，然后是500万辆，然后是1000万辆。如果颠倒来说，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有Waymo，他们在尝试自动驾驶，能够让自动驾驶汽车在非常有限的地理位置上工作，街道地图非常紧凑，但一旦这些街道出了什么问题，比如发生事故，游行或道路施工，它就会停止工作。</p><p>基本上谷歌无法提供一个适用于任何地方的通用自动驾驶解决方案。长期以来，他们一直在努力做到这一点，他们没有成功。特斯拉基本上拥有这些，而且比谷歌先进的多，如果角色颠倒，特斯拉必须生产出一个大型语言模型，它的输出等于或大于ChatGPT。或者微软OpenAI必须做自动驾驶，我们把任务颠倒过来，特斯拉会赢。</p><p><strong>大卫·费伯</strong>：你有计算能力和一切你需要做的事情。</p><p><strong>大卫·费伯</strong>：你对OpenAI似乎有些失望，你是早期的主要贡献者之一。</p><p><strong>马斯克</strong>：我是OpenAI存在的原因。</p><p><strong>大卫·费伯</strong>：你给了他们多少钱？</p><p><strong>马斯克</strong>：我不确定确切的数字，但大概是5000万美元左右。所以命运更喜欢讽刺，我曾经是拉里·佩奇的好朋友，我会住在他家，我们会一直聊到晚上关于人工智能的话题，我会不断地敦促他小心人工智能。他真的不关心人工智能的本质，对它相当漫不经心。</p><p>当时谷歌尤其是在收购了DeepMind之后，拥有全球3/4的人工智能人才。显然他们有很多钱和资源，所以这对人工智能来说是一个单极世界。我们有一个单极世界，但控制他的人不是，或者至少看起来并不担心人工智能的安全，这听起来是一个大问题。最后一根稻草是拉里说我是一个物种主义者。因为AI是亲人类的，而不是亲机器的意识体。我说是的，我是一个物种主义者。</p><p><strong>大卫·费伯</strong>：所以你帮助建立了OpenAI，你投入了5000万美元。</p><p><strong>马斯克</strong>：不管怎样，OpenAI应该是开源的。它一步步被建立，所以才开始的时候，我想这可能是一个无望的尝试。我们怎么可能和Google Deep Mind竞争呢，这看起来像是一只蚂蚁对抗一头大象。我在招募关键科学家和工程师方面发挥了重要作用，伊利亚的加入是OpenAI最终成功的关键。</p><p><strong>大卫·费伯</strong>：所以你会对发生在那里的事情感到非常失望，因为它变成了一个盈利机构。你采取什么行动了吗？你起诉他们了吗？</p><p><strong>马斯克</strong>：我确实认为有一些问题，有些东西可以是非盈利的开源软件，然后把自己变成一个以盈利为目的的封闭来源。这就像假设你资助了一个组织来拯救亚马斯克逊雨林。</p><p>相反，他们成立了一家木材公司，砍伐森林并出售赚钱。这跟我给你钱的目的完全相反。比如到了紧要关头，假设他们确实创造了一些数字超级智能，几乎是神一般的智慧，谁说了算？OpenAI和微软之间究竟是什么关系？</p><p>我确实担心微软实际上可能比OpenAI的领导团队意识到的更能控制局面。作为微软投资的一部分，他们拥有所有软件的权利，所有的模型权重和运行推理系统所需的一切。</p><p><strong>大卫·费伯</strong>：所以他们实际上有很大的控制权。</p><p><strong>马斯克</strong>：在任何时候微软都可以切断OpenAI。</p><p><strong><em>09.</em></strong></p><p><strong>谈职业选择：<br/>应坚持所热爱的</strong></p><p><strong>大卫·费伯</strong>：你有很多孩子，我也有一个孩子，很快就要参加工作了。当人工智能这项技术存在并且不断改进的时候，我不知道该如何建议他的职业发展。我很好奇，当你考虑给你孩子的职业生涯提供建议时，你会告诉他们什么是有价值的？</p><p><strong>马斯克</strong>：这个问题很难回答。我想我会说要跟随他们的内心，去做他们觉得有趣或有成就感的事情，并尽可能对社会的其他人有用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/874f69e6c38a12d61ae0ba548f57b6e5\" title=\"▲马斯克给孩子们就业建议\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克给孩子们就业建议</span></p><p>如果我们真的到了像精灵一样的情况，你可以向人工智能要求任何事情。假设这是良性的情况，我们如何找到满足感呢？如果人工智能做的比你更好，我们如何找到生活的意义？如果我想的太困难，他可能会让我分心，让我失去动力。</p><p>我为创建公司付出了很多心血、汗水和泪水，然后我想我应该这样做吗？因为如果我牺牲了女朋友和家人在一起的时间，但最终人工智能可以完成所有这些事情，有意义吗？我不知道。在某种程度上，为了保持动力，我必须有意识地暂停怀疑，所以我想我会说，只做你觉得有趣，有成就感的事情，而且这对社会的其他方面都有好处。</p></body></html>","source":"lsy1568772110806","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克最新深度采访：我一年只休三天，7000字聊透九大热点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克最新深度采访：我一年只休三天，7000字聊透九大热点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 12:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ><strong>车东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工智能...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed444a9a46512ea24ee54a94e3c841cd","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","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","BK4588":"碎股","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4574":"无人驾驶","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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SGD"},"source_url":"https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143085874","content_text":"聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工智能等多个话题。在这次访谈中，明显看出马斯克被股东大会“逼宫”给整怕了，口风都有些松动，但也透露出了很多不为人知的细节，非常精彩，比如：应股东的要求特斯拉尝试广告，要向更广泛美国民众介绍特斯拉的便宜和安全；特斯拉价格按照需求制定，相比建议零售价更加公开透明；特斯拉汽车的自动驾驶软件比车本身更有价值，很可能实现汽车出门打工，车主在家赚钱；自动化有可能今年实现。马斯克是一个疯狂的人。面对这个急速变化的世界，这位硅谷钢铁侠有哪些看法？对于特斯拉汽车和自动驾驶的发展，他是怎么看待的？以下是大卫·费伯和马斯克对话的全文编译，在不改变原意的基础上略有删改。01.谈特斯拉定价：完全透明，没有“暗箱操作”大卫·费伯：关于特斯拉定价问题，你这边怎么考虑的？马斯克：与许多传统和其他竞争对手相反，我们有实时的信息需求，所以我们知道昨天有多少人订购了一辆特斯拉。电脑会计算这些，实际上我们每天都会收到邮件，知道有多少人在哪些国家订购了哪种汽车，所以我们知道昨天的订单是什么。你不想对这些事情反应过度，但有时你会因为一些难以解释的原因而出现小波动，如果一个星期，你可能不会产生波动。但如果这是长期的，比如说超过两周，你可以看到由于某些原因，需求比以前少了或者更高了。▲马斯克谈特斯拉的定价问题大卫·费伯：你们会据此调整价格吗？或者在动态定价模式上，你们是否像航空公司一样？马斯克：是的，所以我们基本上只是根据需求定价，我们在第一季度也大幅下调了价格，但一月通常是买车的糟糕季，所以一月份的购车有季节性因素。所以我们大幅降价，最近又涨价了。因此正如我对听众提到的，现实情况是所有的汽车公司都对价格进行了重大调整，因为你有建议零售价。如果需求很高，经销商在建议零售价的基础上收取一定的溢价，如果需求较低，他们将调整生产节奏。所以你会半年内看到所有汽车的高峰和低谷之间有很大的不同，只是特斯拉如此直接、明显和透明。这不是建议零售价，然后加价或折扣的问题。02.谈自动驾驶价值：汽车打工、车主赚钱大卫·费伯：在你上次季度报告后，很多投资者都想谈谈你的利润率，我想谈谈你们的定价，特别是你提到了车辆成本的降低，你甚至说过，能以不赚钱的价格买车，这很难理解。随着时间的推移，特斯拉仍然能产生巨大的经济效益，请你解释一下这是什么意思。▲大卫·费伯就自动驾驶的价值向马斯克提问你在会议上也提到了从手动到自动的转变，以及随之而来的附加价值，但希望你解释一下为什么特斯拉可以买车不赚钱，但将来仍能赚取巨额利润。马斯克：特斯拉是唯一一家可以做到的公司，这款车可以通过软件更新，实现完全的自动驾驶，因此我们认为，一辆全自动驾驶汽车的价值，可能是非自动驾驶汽车的五倍。为什么？一辆车的效用，通常是一辆乘用车，一周可能是10小时，也可能是12小时，假设某人平均每天要开一个半小时的车，每天一小时的通勤，然后偶尔长途旅行。这样对于一辆乘用车来说，一周大概需要10到12个小时。然后你还要很多停车成本，你需要一个车库，或者你需要买一个停车位，或者你需要在商场买一张停车券，与汽车相关的成本很多。但是现在，如果你有一辆自动驾驶汽车，它可以四处行驶，基本上就像自动驾驶的优步，我认为效用会高很多。也许还有更多的可能性。大卫·费伯：我明白了，我们谈论的是无人驾驶出租车，你的意思是可以把它理解为自动驾驶的优步，因此效用可能会变成每周50个小时。马斯克：这只是一个猜测，假设一周有168个小时，粗略估计，自动驾驶汽车将不再是每周运行10小时，在我们看来大概是50小时，所以建造成本是一样的。大卫·费伯：我想了解一下商业模式，假如我买了车，而不是在我工作的时候把它停在了我的停车场，它会出发接人，再把人放下。马斯克：是的。大卫·费伯：谁在从中赚钱？我想这就是你说的增值吧，是收入分成吗？你有没有具体计划？马斯克：是的，特斯拉的条款和条件已经写了很久了。大卫·费伯：哦，真的么？马斯克：是的，所以车主能赚钱，我不知道多少钱，谁知道会是多少，也许是五五开，或者七三开，我不知道。除了给车主经济回报外，汽车的使用次数是现在的五倍，特斯拉很可能赚到原价的两到三倍。汽车在自动驾驶出租车收入中的销售价值数额是巨大的。大卫·费伯：就像我对听众说的，这就像为了软件利润而卖汽车一样，因为事实上它就是软件。马斯克：是的。因此，与其说实际利润率是25%，不如说是70%甚至更多。我的意思是，与之相关的自由现金流实际上是一个惊人的数字。迄今为止，我见过的最好的分析来自APK Invest的Kathy Woods。大卫·费伯：是的，她多年来就是你们股票的忠实支持者。马斯克：她很早就是对的，起初我认为是她很乐观，但事实证明，她几乎完全正确。03.谈打广告：让公众知道特斯拉最便宜、最安全大卫·费伯：好吧，你刚刚开完年会，回答了很多热心观众的问题。我觉得你之前已经分享过了，但有一些新闻，我想从这里开始。广告，你得到了热烈的掌声，听起来你不像是要大肆宣传，但你至少提了一句，“好吧，我们可以考虑做些广告”，为什么？马斯克：我是说，我应该倾听股东的意见，事实上，我对他们关于广告的热情程度感到惊讶，因为我们从来没有这样做过。但这里面会续有一些很好的逻辑，如果我们只是通过特斯拉的推特账户或者我的推特账号说这些信息的话，我们在某种程度上是在向已经皈依的人布道，而不是触及那些本质上还是没有被说服的人。▲马斯克对广告态度的转变受到了股东的影响大卫·费伯：所以我认为这是一个很好的观点，我认为这值得一试，我们会看到它有多有效。你知道你想怎么尝试吗，或者这需要什么？马斯克：我对广告有一些大致的想法，如果广告是信息性和娱乐性的，那么它们现在可以贴近内容。但我认为有时候广告可能没有提供信息，或者在某些情况下可能有点误导。事实上我们在推特失去了一些广告商，因为社区注释也适用于广告。因此，如果有人宣传的东西可能有点不准确，然后得到广告商注意了，我们就失去了广告商。但我们非常在乎真相，所以我们愿意放弃一些在推特上的广告费用，为了尽可能减少一些不准确的信源。大卫·费伯：我想谈谈这个，但我显然想花点时间在特斯拉身上，再一次回到广告，我会在某个周日、周一、周四的NFL转播中看到特斯拉的广告吗？马斯克：请记住，我才刚刚同意，所以我并没有一个完整的策略。大卫·费伯：好吧，当你考虑这些事情的时候，你要花多少时间呢？这是在舞台上才决定的事情吗？或者至少你知道这可能发生和潜在的走向吗？马斯克：不，这些问题是没有准备过的。大卫·费伯：好的，所以在那一刻，你说“好吧，我们会做一些广告”。马斯克：是的。大卫·费伯：我们才过了20分钟，我就问你详细的问题了。我猜你也没有答案。马斯克：我不确定广告最有效的方法是什么，但我认为广告应该提供有关产品的信息，它应该是让人赏心悦目的，有一些美学的元素，应该是让你看完不会后悔的东西。我认为，如果广告符合这些标准，它还得贴近内容，这样你就不会后悔花时间看它了。大卫·费伯：但你也说了什么，你一直在向皈依者布道，你在会上提出了一些数据，比如安全、价格等，这一点可能不会被广大的汽车购买者接受。马斯克：是的，所以很对人仍然认为特斯拉超级贵，因为我们从一款昂贵的跑车开始，然后是稍微便宜一点的轿车和SUV，但我们现在的情况是，特斯拉的起价实际上低于美国汽车的平均售价，因此特斯拉实际上比人们想象的要便宜得多，所以我们要确保人们知道这一点。此外，特斯拉在很多方面也是道路上最安全的汽车。实际上，很多人甚至不知道特斯拉的驾驶室过热保护。而且，我们不断更新自动紧急制动软件，还有安全气囊展开的方式。我认为我提到的统计数据是不言自明的。从统计数据来看，特斯拉汽车比其他任何车都更安全。04.谈办公地：透明办公、产线末端监督生产大卫·费伯：埃隆，谢谢你让我们来到这里。坐着看一会是很有意思的。马斯克：不客气，我在这里并没有办公室。我要么在厂里走着，要么在这个房间开会，这个房间可以让我在开会时开到生产的进展。大卫·费伯：你在这里的时候有没有特别关注的部分？你是会一直关注还是会直接走过去？马斯克：我们在这里看到的生产线末端，如果车停止移动了，说明上游有堵塞，然后我就看看是什么问题造成了堵塞。所以我想现在是休息的时间。但如果车不移动，这意味着上游出了问题。大卫·费伯：嗯，光是在这个设施周围走一圈就感觉很神奇，对它的规模会有一个概念。05.谈工作习惯：拒绝居家办公、马斯克全年休三天大卫·费伯：为什么你认为他们必须到办公室来工作呢？马斯克：我坚信人们面对面的时候效率会更高，我觉得整个在家工作的概念有点像传言玛丽·安托瓦内特说过的“那他们干嘛不吃蛋糕？”就像你真的要在家工作，你打算让所有为你在工厂生产汽车的人也这么做吗？那些给你做外卖的人能在家工作吗？来帮你装修房子的人，他们不能在家工作，但你可以？▲马斯克对于远程办公的态度马斯克：这在道德上正确吗？这太糟了。大卫·费伯：你认为这是道德问题吗？马斯克：是的，这是一个生产力问题，但也是一个道德问题。人们应该放下道德架子，不要再提什么在家工作之类的屁话了。大卫·费伯：顺便说一下，但他们还是被要求回去了，这场战斗仍在继续。我和很多人谈过，我希望人们回来，一周在办公室三天，目前还不清楚这种情况是否会改变。马斯克：电脑一族就像生活在梦里，看看被制造的车，这里的人在家工作吗？当然不是，设想一下，人们造汽车、维修汽车、盖房子、修房子、制作食物、生产人们消费的所有东西，假设他们必须去上班，但只有你不需要。这不仅仅是生产力的问题，更在道德上是错误的。大卫·费伯：虽然生产力也会受到影响，但人们的学习能力也会受到影响。马斯克：是的，我同意。大卫·费伯：所以如果你想在特斯拉工作、想在Space X工作、想在推特工作，就每天都得来办公室？马斯克：是的，我的意思是每周投入40个小时，坦率地说，甚至不需要从周一到周五。你可以从周一工作到周四（也不是说都不需要加班），我认为人们应该去度假。比如我一周工作七天，但我不希望别人也这样做。大卫·费伯：顺便问一下，你每天大概睡几个小时？马斯克：大约六个小时。大卫·费伯：你能睡着那么久？通常是六个小时？马斯克：是的大卫·费伯：还不错，我以为会更少。马斯克：我尝试过更少时间，但效率…即使我醒着的时间更长，完成的事情却更少。如果睡眠少于六小时，我的脑部疼痛程度会很严重。大卫·费伯：但你一周工作七天？马斯克：是的，实际上，一年中有几天我什么工作都不做，大概是两三天。大卫·费伯：两三天？马斯克：是的，一年。06.谈美联储加息：刹停经济、接下来一年会很难大卫·费伯：你提到了负担能力与美联储提高利率以及典型汽车购买者每月的成本有关，这是你们在会议上讨论过的，你在电话会议上也谈到了一些，在最近的收益电话会议上也提到了，你认为在接下来的12个月会很艰难。马斯克：是的，对所有人来说，不仅仅是特斯拉，坦率地说，你可以把美联储加息看作是经济的刹车踏板，它让每样东西更贵了，当然像是用信贷买的东西，但它也会对那些不适用信贷购买的东西产生下游影响。比如如果汽车贷款或房屋抵押贷款占用了你每月预算的更多资金，这样你买其他东西的钱就少了，实际上它影响到一切，甚至是不用信贷购买的东西。因此，我对美联储决策方式的担忧是他们的操作延迟太长了，基本上数据有些陈旧。之前，美联储在提高利率方面行动迟缓，现在我认为他们降低利率的速度会很慢，事实似乎就是如此。07.谈病态乐观：必须乐观、自动化或今年实现大卫·费伯：很多投资者都会回到你对完全自动化的承诺，你好像又在说很接近了。马斯克：是的。你说的是19年或者20年，我想我有点病态的乐观主义，我想如果不是病态乐观，谁会尝试做电动汽车和火箭呢？大卫·费伯：不能不病态乐观，你必须这样。马斯克：是啊，所以我想这是把双刃剑。大卫·费伯：但你有没有自己想过，你有点操之过急了？我的意思是，当你说，再一次，我们将有完全的自动化。马斯克：不，我没说我们“一定会”，我是说，在我们看来，有可能会，这里有很多限定词。大卫·费伯：那么你认为，在你看来，你可能会做什么呢？什么时候？马斯克：我的意思是，看起来今年就有可能发生。大卫·费伯：为什么？马斯克：好吧，我们现在正处在这辆车只需要很少的人工干预就可以在高速公路上和城市里行驶。我能开好几天车在大奥斯汀地区，随机导航至一个地方，没有任何干预。在旧金山也一样，那里很难开车，所以这是一个很有挑战性的情况。讲到我更乐观的原因，这是我第一次遇到这种情况，能够连续几天，随机选择多个目的地，没有任何安全相关的干预措施。08.谈人工智能：X AI明年推出，微软拿捏OpenAI大卫·费伯：你开始了X AI，或者一些新的人工智能成果，它与OpenAI或Alphabet有何不同？马斯克：我们没有足够的时间，现在也不是讨论这个问题的时候。我们将举行发布会，我们将更详细的探讨这些问题。我在股东大会上提到过，特斯拉在现实世界的人工智能方面拥有强大的能力，事实上，它远远领先于任何人。大卫·费伯：我知道在我们接受采访之前，有人在推特上说，他从来没有被问到特斯拉的人工智能有多先进，你总是提别人的名字。马斯克：特斯拉的人工智能，老实说，我都不确定谁是第二名。▲马斯克谈特斯拉的人工智能水平大卫·费伯：为什么呢？人们不理解的是什么？为什么我们在OpenAI谈论这么多关于ChatGPT和生成式人工智能，微软可以用它做什么，为什么不是特斯拉？马斯克：我不知道，人们确实在网上谈论它，我认为特斯拉将迎来一个聊天时代，如果不是今年，应该不会迟于明年。大卫·费伯：你会有一个？马斯克：有点像ChatGPT时刻？突然间300万辆车就能无人驾驶了，然后是500万辆，然后是1000万辆。如果颠倒来说，谷歌有Waymo，他们在尝试自动驾驶，能够让自动驾驶汽车在非常有限的地理位置上工作，街道地图非常紧凑，但一旦这些街道出了什么问题，比如发生事故，游行或道路施工，它就会停止工作。基本上谷歌无法提供一个适用于任何地方的通用自动驾驶解决方案。长期以来，他们一直在努力做到这一点，他们没有成功。特斯拉基本上拥有这些，而且比谷歌先进的多，如果角色颠倒，特斯拉必须生产出一个大型语言模型，它的输出等于或大于ChatGPT。或者微软OpenAI必须做自动驾驶，我们把任务颠倒过来，特斯拉会赢。大卫·费伯：你有计算能力和一切你需要做的事情。大卫·费伯：你对OpenAI似乎有些失望，你是早期的主要贡献者之一。马斯克：我是OpenAI存在的原因。大卫·费伯：你给了他们多少钱？马斯克：我不确定确切的数字，但大概是5000万美元左右。所以命运更喜欢讽刺，我曾经是拉里·佩奇的好朋友，我会住在他家，我们会一直聊到晚上关于人工智能的话题，我会不断地敦促他小心人工智能。他真的不关心人工智能的本质，对它相当漫不经心。当时谷歌尤其是在收购了DeepMind之后，拥有全球3/4的人工智能人才。显然他们有很多钱和资源，所以这对人工智能来说是一个单极世界。我们有一个单极世界，但控制他的人不是，或者至少看起来并不担心人工智能的安全，这听起来是一个大问题。最后一根稻草是拉里说我是一个物种主义者。因为AI是亲人类的，而不是亲机器的意识体。我说是的，我是一个物种主义者。大卫·费伯：所以你帮助建立了OpenAI，你投入了5000万美元。马斯克：不管怎样，OpenAI应该是开源的。它一步步被建立，所以才开始的时候，我想这可能是一个无望的尝试。我们怎么可能和Google Deep Mind竞争呢，这看起来像是一只蚂蚁对抗一头大象。我在招募关键科学家和工程师方面发挥了重要作用，伊利亚的加入是OpenAI最终成功的关键。大卫·费伯：所以你会对发生在那里的事情感到非常失望，因为它变成了一个盈利机构。你采取什么行动了吗？你起诉他们了吗？马斯克：我确实认为有一些问题，有些东西可以是非盈利的开源软件，然后把自己变成一个以盈利为目的的封闭来源。这就像假设你资助了一个组织来拯救亚马斯克逊雨林。相反，他们成立了一家木材公司，砍伐森林并出售赚钱。这跟我给你钱的目的完全相反。比如到了紧要关头，假设他们确实创造了一些数字超级智能，几乎是神一般的智慧，谁说了算？OpenAI和微软之间究竟是什么关系？我确实担心微软实际上可能比OpenAI的领导团队意识到的更能控制局面。作为微软投资的一部分，他们拥有所有软件的权利，所有的模型权重和运行推理系统所需的一切。大卫·费伯：所以他们实际上有很大的控制权。马斯克：在任何时候微软都可以切断OpenAI。09.谈职业选择：应坚持所热爱的大卫·费伯：你有很多孩子，我也有一个孩子，很快就要参加工作了。当人工智能这项技术存在并且不断改进的时候，我不知道该如何建议他的职业发展。我很好奇，当你考虑给你孩子的职业生涯提供建议时，你会告诉他们什么是有价值的？马斯克：这个问题很难回答。我想我会说要跟随他们的内心，去做他们觉得有趣或有成就感的事情，并尽可能对社会的其他人有用。▲马斯克给孩子们就业建议如果我们真的到了像精灵一样的情况，你可以向人工智能要求任何事情。假设这是良性的情况，我们如何找到满足感呢？如果人工智能做的比你更好，我们如何找到生活的意义？如果我想的太困难，他可能会让我分心，让我失去动力。我为创建公司付出了很多心血、汗水和泪水，然后我想我应该这样做吗？因为如果我牺牲了女朋友和家人在一起的时间，但最终人工智能可以完成所有这些事情，有意义吗？我不知道。在某种程度上，为了保持动力，我必须有意识地暂停怀疑，所以我想我会说，只做你觉得有趣，有成就感的事情，而且这对社会的其他方面都有好处。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653507148,"gmtCreate":1681099250984,"gmtModify":1681099257958,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","listText":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","text":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653507148","repostId":"2326652223","repostType":2,"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659595956,"gmtCreate":1680130255876,"gmtModify":1680130257778,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"标题党！仅汽车销量高而己。利润还差远了。","listText":"标题党！仅汽车销量高而己。利润还差远了。","text":"标题党！仅汽车销量高而己。利润还差远了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659595956","repostId":"2323738486","repostType":2,"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659266875,"gmtCreate":1680083806897,"gmtModify":1680083810378,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"睁眼说瞎话。","listText":"睁眼说瞎话。","text":"睁眼说瞎话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659266875","repostId":"2323225527","repostType":2,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659675773,"gmtCreate":1680058777892,"gmtModify":1680058779505,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"说了这么多的不是，又不敢做空，还不是废话。","listText":"说了这么多的不是，又不敢做空，还不是废话。","text":"说了这么多的不是，又不敢做空，还不是废话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659675773","repostId":"1129951895","repostType":2,"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650916409,"gmtCreate":1678822490702,"gmtModify":1678822493695,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"便宜没好货，这样配置会输钱。","listText":"便宜没好货，这样配置会输钱。","text":"便宜没好货，这样配置会输钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650916409","repostId":"2319981700","repostType":2,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627196845,"gmtCreate":1678096256088,"gmtModify":1678096257628,"author":{"id":"3502570996882843","authorId":"3502570996882843","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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620277049","repostId":"2287236665","repostType":2,"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620185420,"gmtCreate":1669556030160,"gmtModify":1669556032313,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"断章取义","listText":"断章取义","text":"断章取义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620185420","repostId":"2286858511","repostType":2,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172880208,"gmtCreate":1626951321804,"gmtModify":1626951321804,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502570996882843","authorIdStr":"3502570996882843"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172880208","repostId":"2153622211","repostType":2,"repost":{"id":"2153622211","pubTimestamp":1626939837,"share":"https://www.laohu8.com/m/news/2153622211?lang=&edition=full","pubTime":"2021-07-22 15:43","market":"us","language":"zh","title":"必和必拓与特斯拉签订镍供应协议 西部镍业将为特斯拉提供电池制造原料镍","url":"https://stock-news.laohu8.com/highlight/detail?id=2153622211","media":"证券时报网","summary":"原标题：必和必拓与特斯拉签订镍供应协议证券时报e公司讯，必和必拓7月22日宣布与世界知名的可持续能源公司特斯拉签署镍供应协议。必和必拓旗下的西部镍业（Nickel West）将为特斯拉提供作为电池制造原料的镍。","content":"<div>\n<p>原标题：必和必拓与特斯拉签订镍供应协议证券时报e公司讯，必和必拓7月22日宣布与世界知名的可持续能源公司特斯拉签署镍供应协议。必和必拓旗下的西部镍业（Nickel West）将为特斯拉提供作为电池制造原料的镍。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107221543577c23bc12&s=b\">Web Link</a>\n\n</div>\n","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>必和必拓与特斯拉签订镍供应协议 西部镍业将为特斯拉提供电池制造原料镍</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必和必拓与特斯拉签订镍供应协议 西部镍业将为特斯拉提供电池制造原料镍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107221543577c23bc12&s=b><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：必和必拓与特斯拉签订镍供应协议证券时报e公司讯，必和必拓7月22日宣布与世界知名的可持续能源公司特斯拉签署镍供应协议。必和必拓旗下的西部镍业（Nickel West）将为特斯拉提供作为电池制造原料的镍。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107221543577c23bc12&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/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉","BBL":"必和必拓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107221543577c23bc12&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153622211","content_text":"原标题：必和必拓与特斯拉签订镍供应协议证券时报e公司讯，必和必拓7月22日宣布与世界知名的可持续能源公司特斯拉签署镍供应协议。必和必拓旗下的西部镍业（Nickel West）将为特斯拉提供作为电池制造原料的镍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":292013114814608,"gmtCreate":1712318221962,"gmtModify":1712318225153,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"怎么没看到FSD&nbsp;V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","listText":"怎么没看到FSD&nbsp;V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","text":"怎么没看到FSD V12.3.3版本北美所有车推送以后，叫好声一片，这可是特斯拉估值最高的一块。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/292013114814608","repostId":"2425536040","repostType":2,"repost":{"id":"2425536040","pubTimestamp":1712310320,"share":"https://www.laohu8.com/m/news/2425536040?lang=&edition=full","pubTime":"2024-04-05 17:45","market":"us","language":"zh","title":"特斯拉惊现逆袭！交付数据后股价大幅反弹，原因在此！","url":"https://stock-news.laohu8.com/highlight/detail?id=2425536040","media":"金十数据","summary":"特斯拉股票在周四表现抢眼，成功抹去了交付数据后的跌幅。","content":"<html><head></head><body><blockquote><p>特斯拉股票在周四表现抢眼，成功抹去了交付数据后的跌幅。</p></blockquote><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一度高达177.19美元。周一，在第一季度交货数据公布之前，该公司股价收于175.22美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b06d89a40fe679dda7893f61ea19d234\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价周二收于166.63美元，此前这家电动汽车制造商公布第一季度交付量约为38.7万辆，同比下降近9%。这是有记录以来最大的同比降幅，与华尔街的最低预期相差约2万辆。</p><p>周四，该股没有保持在高位，收盘上涨1.6%，至171.11美元。尽管如此，交付后的反弹仍然令人印象深刻。</p><p>其中一个反弹的原因是为特斯拉的辩解。看好特斯拉的人认为，第一季度是由于加州弗里蒙特的<strong>Model 3焕新版的生产处于爬产阶段</strong>、<strong>红海航运延误</strong>以及<strong>德国的生产损失</strong>造成的异常。</p><p>这是有可能的，但“在生产过剩的同时，销售暴跌，库存过剩创下了新的纪录，”Bond Angle的分析师维琪·布莱恩（Vicki Bryan）在周三的一份报告中写道。特斯拉第一季度生产了43.3万辆，因此库存增加了4.6万多辆。这是有史以来生产和交付之间最大的差距。“这与特斯拉的解释不符，即销售受到持续生产问题的影响。”</p><p>目前，该原因占主导地位。</p><p>股市反弹的另一个原因来自华尔街。在交付报告发布后，<strong>没有人下调该股评级，关键数据也没有太大变化</strong>。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师乔·纳斯(Adam Jonas)将该股目标价从每股320美元下调至310美元。尽管他将2024年的出货量从200万辆下调至175万辆，但仍维持了“买入”评级。这一新的估计比特斯拉在2023年交付的180万辆低了约3%。</p><p>FactSet的数据显示，总体而言，华尔街目前预计特斯拉2024年的每股收益约为2.78美元，较3月底下降了约10美分。分析师本周初的平均目标价约为每股200美元，现在是198美元。</p><p>华尔街对此表示惊讶，但仍对第一季度的交付数据泰然处之。</p><p>第三个原因是股价的起点及走势。特斯拉今年迄今以来下跌了近30%。投资者已经做好了迎接坏消息的准备。</p><p>最后一个原因可能听起来有点牵强，但会引起长期观察特斯拉的人的共鸣：<strong>特斯拉的股价似乎从来没有像人们预期的那样上涨</strong>。</p><p>不管原因是什么，特斯拉股价从第一季度交付报告中反弹，使得特斯拉将于4月23日公布的第一季度财报和7月2日公布的第二季度交付数据变得更加重要。</p><p>截止发稿，在盘前交易中，特斯拉上涨0.6%，至172.1美元。标准普尔500指数和纳斯达克综合指数期货分别上涨0.2%和0.3%。</p></body></html>","source":"xnew_highlight","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>特斯拉惊现逆袭！交付数据后股价大幅反弹，原因在此！</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特斯拉惊现逆袭！交付数据后股价大幅反弹，原因在此！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-05 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=135884&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股票在周四表现抢眼，成功抹去了交付数据后的跌幅。周四，特斯拉股价一度高达177.19美元。周一，在第一季度交货数据公布之前，该公司股价收于175.22美元。特斯拉股价周二收于166.63美元，此前这家电动汽车制造商公布第一季度交付量约为38.7万辆，同比下降近9%。这是有记录以来最大的同比降幅，与华尔街的最低预期相差约2万辆。周四，该股没有保持在高位，收盘上涨1.6%，至171.11美元。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=135884&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7da6992912023a692119470eecd1b93d","relate_stocks":{"BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4555":"新能源车","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=135884&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425536040","content_text":"特斯拉股票在周四表现抢眼，成功抹去了交付数据后的跌幅。周四，特斯拉股价一度高达177.19美元。周一，在第一季度交货数据公布之前，该公司股价收于175.22美元。特斯拉股价周二收于166.63美元，此前这家电动汽车制造商公布第一季度交付量约为38.7万辆，同比下降近9%。这是有记录以来最大的同比降幅，与华尔街的最低预期相差约2万辆。周四，该股没有保持在高位，收盘上涨1.6%，至171.11美元。尽管如此，交付后的反弹仍然令人印象深刻。其中一个反弹的原因是为特斯拉的辩解。看好特斯拉的人认为，第一季度是由于加州弗里蒙特的Model 3焕新版的生产处于爬产阶段、红海航运延误以及德国的生产损失造成的异常。这是有可能的，但“在生产过剩的同时，销售暴跌，库存过剩创下了新的纪录，”Bond Angle的分析师维琪·布莱恩（Vicki Bryan）在周三的一份报告中写道。特斯拉第一季度生产了43.3万辆，因此库存增加了4.6万多辆。这是有史以来生产和交付之间最大的差距。“这与特斯拉的解释不符，即销售受到持续生产问题的影响。”目前，该原因占主导地位。股市反弹的另一个原因来自华尔街。在交付报告发布后，没有人下调该股评级，关键数据也没有太大变化。摩根士丹利分析师乔·纳斯(Adam Jonas)将该股目标价从每股320美元下调至310美元。尽管他将2024年的出货量从200万辆下调至175万辆，但仍维持了“买入”评级。这一新的估计比特斯拉在2023年交付的180万辆低了约3%。FactSet的数据显示，总体而言，华尔街目前预计特斯拉2024年的每股收益约为2.78美元，较3月底下降了约10美分。分析师本周初的平均目标价约为每股200美元，现在是198美元。华尔街对此表示惊讶，但仍对第一季度的交付数据泰然处之。第三个原因是股价的起点及走势。特斯拉今年迄今以来下跌了近30%。投资者已经做好了迎接坏消息的准备。最后一个原因可能听起来有点牵强，但会引起长期观察特斯拉的人的共鸣：特斯拉的股价似乎从来没有像人们预期的那样上涨。不管原因是什么，特斯拉股价从第一季度交付报告中反弹，使得特斯拉将于4月23日公布的第一季度财报和7月2日公布的第二季度交付数据变得更加重要。截止发稿，在盘前交易中，特斯拉上涨0.6%，至172.1美元。标准普尔500指数和纳斯达克综合指数期货分别上涨0.2%和0.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573152435398229","authorId":"3573152435398229","name":"風铃中的刀聲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573152435398229","idStr":"3573152435398229"},"content":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，","text":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，","html":"老美和国内可不一样，他们本来买FSD的人就多，送不送他们都会买，但是国内是相反的，买车的人一般都不会再花几万块买FSD，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620277049,"gmtCreate":1669813250481,"gmtModify":1669813252157,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"没一点国家机构认定材料，昧着良心说黑话，目的就是黑Tesla 。","listText":"没一点国家机构认定材料，昧着良心说黑话，目的就是黑Tesla 。","text":"没一点国家机构认定材料，昧着良心说黑话，目的就是黑Tesla 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620277049","repostId":"2287236665","repostType":2,"repost":{"id":"2287236665","pubTimestamp":1669807274,"share":"https://www.laohu8.com/m/news/2287236665?lang=&edition=full","pubTime":"2022-11-30 19:21","market":"hk","language":"zh","title":"特斯拉发生严重闯灯追尾事故，受损的品牌形象如何修补？","url":"https://stock-news.laohu8.com/highlight/detail?id=2287236665","media":"媒体滚动","summary":"近日，浙江台州一辆特斯拉在路桥区路桥大道发生交通事故的视频引起网络关注。从视频来看，特斯拉闯过红绿灯，撞击两车后冲向路边护栏停下。根据台州交警通报，11月28日15时46分许，徐某军驾驶小型汽车追尾碰撞正在等候红灯的一辆小型汽车，后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治，肇事司机徐某军已被公安机关控制。多起恶性事故的发生，会为特斯拉品牌声誉造成损伤。","content":"<html><body><p>作者：人民数据研究院 研究员刘雪伦</p>\n<p>来源：<a href=\"https://laohu8.com/S/603000\">人民网</a>舆情数据中心</p>\n<p>近日，浙江台州一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在路桥区路桥大道发生交通事故的视频引起网络关注。从视频来看，特斯拉闯过红绿灯，撞击两车后冲向路边护栏停下。根据台州交警通报，11月28日15时46分许，徐某军驾驶小型汽车追尾碰撞正在等候红灯的一辆小型汽车，后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治，肇事司机徐某军已被公安机关控制。</p>\n<p>11月29日，据红星新闻报道，司机亲友称，事发时徐某军及其60余岁的母亲在车上。并表示徐某军已有20年驾龄，相关网传的酒驾等消息为谣传。并希望特斯拉方面，或第三方检测机构能够对涉事车辆进行检测。目前当地警方正在对该事故，进行进一步调查。</p>\n<p>11月30日，针对此次事故，特斯拉客服回应称，车辆无质量问题，事故具体原因需要等待警方进一步调查。</p>\n<p><strong><font>特斯拉事故近期多次发生，舆论反馈多为负面</font></strong><font></font></p>\n<p>据人民网舆情数据中心梳理，近半年来看，夏季特斯拉事故多为火灾，7月林志颖驾驶特斯拉发生严重的交通事故，8月武汉一特斯拉展厅发生火灾。9月、10月发生多起特斯拉降价，消费者维权事件。进入11月，特斯拉“失控”“刹车失灵”事故被频繁曝出。</p>\n<p><font>据人民网舆情数据中心不完全统计，仅11月内，特斯拉汽车就发生7起事故。</font>11月2日，南京一特斯拉失控狂飙靠碰擦才停下；11月5日，潮州一特斯拉失控致2死3伤；11月10日，陕西一辆特斯拉失控冲向路边车辆；11月17日，汕头市区一辆特斯拉冲上人行道；11月17日，吉林一顾客试乘特斯拉出车祸；11月23日，台北一特斯拉不明原因失控暴冲。11月28日，台州一特斯拉追尾致2死1伤。</p>\n<p>对于本次事件，舆论反馈多为负面，已在网民中留下特斯拉事故率高的印象。有许多网民评论，又是特斯拉。有网民评论，在街区高速出事的特斯拉多一些。</p>\n<p><strong><font>特斯拉事故原因存争议，官方回应难被认同</font></strong><font></font></p>\n<div sax-type=\"proxy\"></div><p>目前，多起特斯拉事故原因仍存争议。多数网民认为，特斯拉的单踏板模式是其“祸因”。在之前多次特斯拉事故中，例如，2020年8月的温州特斯拉事故，已被证明事故原因是备受争议的单踏板设计。现在，每次特斯拉出现失控事故时，“单踏板设计”也很难摆脱嫌疑。</p>\n<p>也有观点认为，问题可能更多出在软件和特斯拉的垂直整合上。据业内人士的分析，将故障的原因指向两个方面，一是特斯拉改写博世iBooster和ESC控制软件算法产生的软件缺陷，二是博世iBooster存在缺陷。对此，博世中国总裁陈玉东曾公开表示：“iBooster作为博世的明星产品，不仅仅供应给特斯拉，还供应给其他品牌的厂家，我们保证产品不出问题。”</p>\n<p>此外，特斯拉召回事件也引发网民猜测。11月25日，据市场监管总局，特斯拉向国家市场监督管理总局备案了召回计划，决定自即日起召回超8万辆车，涉及部分进口ModelS、ModelX及部分进口和国产Model3。本次召回范围内的部分车辆由于软件问题，可能出现动力电池电压感测回路反馈电压与电砖真实电压不一致，导致电池管理系统误判，车辆屏幕显示“需要维修”、“安全停靠车辆”等警示，车辆会逐步停止动力输出，极端情况下可能增加车辆发生碰撞事故的风险，存在安全隐患。</p>\n<p>从总体来看，特斯拉每次的回应，大多归责为车主驾驶原因，并称车辆无质量问题，事故具体原因需要进一步调查。以潮州事故为例，特斯拉方面回应，后台数据显示车辆全程未踩刹车，司机4次按下P档又松开。目前，微博话题#特斯拉回应狂奔两公里致2死3伤事件#登上热搜。从舆论反馈上看，多次事故中，大量网民并不认同特斯拉的回应。</p>\n<p><strong><font>特斯拉<font>回应</font><font>态度不可取，保障生命安全为重点</font></font></strong><font></font></p>\n<p>有网民认为，在产品设计上，特斯拉未充分尊重消费者。有观点称，特斯拉单踏板模式是在挑战驾驶习惯。知名车评人颜宇鹏曾公开批评特斯拉，“为了强行推行一种对自己产品性能有利的技术，面对诸多血淋淋的事故仍然在所不惜”。车评人王铜根也曾发文指出，特斯拉强行改变了驾驶员的汽车踏板操作习惯，禁用了“备刹车”这一安全备份技巧，也禁用了“快速切换踏板”这一训练，事实上瓦解了那些有益的肌肉记忆。</p>\n<p>在产品质量上，有媒体报道，特斯拉CEO马斯克在与行业分析师桑迪·门罗（SandyMunro）的一次访谈中，曾承认特斯拉的品控问题。并认为，要么一开始就买，要么等生产稳定下来再买。因为在生产加速过程中，要让产量直线上升同时还要在所有细节上做到完美的确非常困难。</p>\n<p>综合特斯拉的回应以及舆论反馈，人民网舆情数据中心认为，不断发生的交通事故形成舆情风波，特斯拉的回应方式也容易被外界解读存在品牌傲慢。有专家认为，在产品设计上，特斯拉让软件程序取代了人对车的最高控制权。但是，面对复杂的路况和技术因素，或许这样的做法也可能留下一些安全隐患，增加了更多舆论争议的薄弱点。</p>\n<p>多起恶性事故的发生，会为特斯拉品牌声誉造成损伤。从长期上看，会影响消费者对品牌的认知，以及特斯拉的商业发展。对此，人民网舆情数据中心建议，特斯拉也应注意自身声誉管理，对事故原因进行分析并做出相应调整。在事故中，不应一味将责任归结于用户，而应积极承担企业社会责任，进行产品优化，减少舆情隐患，修补企业形象。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>特斯拉发生严重闯灯追尾事故，受损的品牌形象如何修补？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉发生严重闯灯追尾事故，受损的品牌形象如何修补？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2022-11-30/detail-imqmmthc6581122.d.html?vt=4><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：人民数据研究院 研究员刘雪伦\n来源：人民网舆情数据中心\n近日，浙江台州一辆特斯拉在路桥区路桥大道发生交通事故的视频引起网络关注。从视频来看，特斯拉闯过红绿灯，撞击两车后冲向路边护栏停下。根据台州交警通报，11月28日15时46分许，徐某军驾驶小型汽车追尾碰撞正在等候红灯的一辆小型汽车，后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治，肇事司机徐某军...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-11-30/detail-imqmmthc6581122.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221130/24c5-b85ab6e4f4c07804a2c9eefd089a3f8e.jpg/w120h90l50t1555.jpg","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND 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USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2022-11-30/detail-imqmmthc6581122.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287236665","content_text":"作者：人民数据研究院 研究员刘雪伦\n来源：人民网舆情数据中心\n近日，浙江台州一辆特斯拉在路桥区路桥大道发生交通事故的视频引起网络关注。从视频来看，特斯拉闯过红绿灯，撞击两车后冲向路边护栏停下。根据台州交警通报，11月28日15时46分许，徐某军驾驶小型汽车追尾碰撞正在等候红灯的一辆小型汽车，后又与另一辆小型汽车发生碰撞，造成三辆汽车受损严重，两人死亡、一人受伤。目前伤员正在医院救治，肇事司机徐某军已被公安机关控制。\n11月29日，据红星新闻报道，司机亲友称，事发时徐某军及其60余岁的母亲在车上。并表示徐某军已有20年驾龄，相关网传的酒驾等消息为谣传。并希望特斯拉方面，或第三方检测机构能够对涉事车辆进行检测。目前当地警方正在对该事故，进行进一步调查。\n11月30日，针对此次事故，特斯拉客服回应称，车辆无质量问题，事故具体原因需要等待警方进一步调查。\n特斯拉事故近期多次发生，舆论反馈多为负面\n据人民网舆情数据中心梳理，近半年来看，夏季特斯拉事故多为火灾，7月林志颖驾驶特斯拉发生严重的交通事故，8月武汉一特斯拉展厅发生火灾。9月、10月发生多起特斯拉降价，消费者维权事件。进入11月，特斯拉“失控”“刹车失灵”事故被频繁曝出。\n据人民网舆情数据中心不完全统计，仅11月内，特斯拉汽车就发生7起事故。11月2日，南京一特斯拉失控狂飙靠碰擦才停下；11月5日，潮州一特斯拉失控致2死3伤；11月10日，陕西一辆特斯拉失控冲向路边车辆；11月17日，汕头市区一辆特斯拉冲上人行道；11月17日，吉林一顾客试乘特斯拉出车祸；11月23日，台北一特斯拉不明原因失控暴冲。11月28日，台州一特斯拉追尾致2死1伤。\n对于本次事件，舆论反馈多为负面，已在网民中留下特斯拉事故率高的印象。有许多网民评论，又是特斯拉。有网民评论，在街区高速出事的特斯拉多一些。\n特斯拉事故原因存争议，官方回应难被认同\n目前，多起特斯拉事故原因仍存争议。多数网民认为，特斯拉的单踏板模式是其“祸因”。在之前多次特斯拉事故中，例如，2020年8月的温州特斯拉事故，已被证明事故原因是备受争议的单踏板设计。现在，每次特斯拉出现失控事故时，“单踏板设计”也很难摆脱嫌疑。\n也有观点认为，问题可能更多出在软件和特斯拉的垂直整合上。据业内人士的分析，将故障的原因指向两个方面，一是特斯拉改写博世iBooster和ESC控制软件算法产生的软件缺陷，二是博世iBooster存在缺陷。对此，博世中国总裁陈玉东曾公开表示：“iBooster作为博世的明星产品，不仅仅供应给特斯拉，还供应给其他品牌的厂家，我们保证产品不出问题。”\n此外，特斯拉召回事件也引发网民猜测。11月25日，据市场监管总局，特斯拉向国家市场监督管理总局备案了召回计划，决定自即日起召回超8万辆车，涉及部分进口ModelS、ModelX及部分进口和国产Model3。本次召回范围内的部分车辆由于软件问题，可能出现动力电池电压感测回路反馈电压与电砖真实电压不一致，导致电池管理系统误判，车辆屏幕显示“需要维修”、“安全停靠车辆”等警示，车辆会逐步停止动力输出，极端情况下可能增加车辆发生碰撞事故的风险，存在安全隐患。\n从总体来看，特斯拉每次的回应，大多归责为车主驾驶原因，并称车辆无质量问题，事故具体原因需要进一步调查。以潮州事故为例，特斯拉方面回应，后台数据显示车辆全程未踩刹车，司机4次按下P档又松开。目前，微博话题#特斯拉回应狂奔两公里致2死3伤事件#登上热搜。从舆论反馈上看，多次事故中，大量网民并不认同特斯拉的回应。\n特斯拉回应态度不可取，保障生命安全为重点\n有网民认为，在产品设计上，特斯拉未充分尊重消费者。有观点称，特斯拉单踏板模式是在挑战驾驶习惯。知名车评人颜宇鹏曾公开批评特斯拉，“为了强行推行一种对自己产品性能有利的技术，面对诸多血淋淋的事故仍然在所不惜”。车评人王铜根也曾发文指出，特斯拉强行改变了驾驶员的汽车踏板操作习惯，禁用了“备刹车”这一安全备份技巧，也禁用了“快速切换踏板”这一训练，事实上瓦解了那些有益的肌肉记忆。\n在产品质量上，有媒体报道，特斯拉CEO马斯克在与行业分析师桑迪·门罗（SandyMunro）的一次访谈中，曾承认特斯拉的品控问题。并认为，要么一开始就买，要么等生产稳定下来再买。因为在生产加速过程中，要让产量直线上升同时还要在所有细节上做到完美的确非常困难。\n综合特斯拉的回应以及舆论反馈，人民网舆情数据中心认为，不断发生的交通事故形成舆情风波，特斯拉的回应方式也容易被外界解读存在品牌傲慢。有专家认为，在产品设计上，特斯拉让软件程序取代了人对车的最高控制权。但是，面对复杂的路况和技术因素，或许这样的做法也可能留下一些安全隐患，增加了更多舆论争议的薄弱点。\n多起恶性事故的发生，会为特斯拉品牌声誉造成损伤。从长期上看，会影响消费者对品牌的认知，以及特斯拉的商业发展。对此，人民网舆情数据中心建议，特斯拉也应注意自身声誉管理，对事故原因进行分析并做出相应调整。在事故中，不应一味将责任归结于用户，而应积极承担企业社会责任，进行产品优化，减少舆情隐患，修补企业形象。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193978336215280,"gmtCreate":1688374402969,"gmtModify":1688374404633,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"木头短线超臭。反向指标。","listText":"木头短线超臭。反向指标。","text":"木头短线超臭。反向指标。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193978336215280","repostId":"2348591755","repostType":2,"repost":{"id":"2348591755","pubTimestamp":1688345033,"share":"https://www.laohu8.com/m/news/2348591755?lang=&edition=full","pubTime":"2023-07-03 08:43","market":"us","language":"zh","title":"“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2348591755","media":"环球市场播报","summary":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股$特斯拉(TSLA)$股票，价值约1890万美元，就在$特斯拉(TSLA)$公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，价值约1890万美元，就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布第二季度交付数据之前。</p><p>这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。</p><p>随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。</p><p>特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。</p><p>该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad936abdd4d58c27be0d761e3f43886\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"highlight_sina","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>“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元</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; 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*/\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“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.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/e4064af494cb5a70b149f47eb448dc2c","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","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","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348591755","content_text":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655054882,"gmtCreate":1685004176447,"gmtModify":1685004178938,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"精彩！比股东大会丰富多了。","listText":"精彩！比股东大会丰富多了。","text":"精彩！比股东大会丰富多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655054882","repostId":"1143085874","repostType":2,"repost":{"id":"1143085874","pubTimestamp":1684987853,"share":"https://www.laohu8.com/m/news/1143085874?lang=&edition=full","pubTime":"2023-05-25 12:10","market":"us","language":"zh","title":"马斯克最新深度采访：我一年只休三天，7000字聊透九大热点","url":"https://stock-news.laohu8.com/highlight/detail?id=1143085874","media":"车东西","summary":"聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重","content":"<html><head></head><body><blockquote><strong>聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！</strong></blockquote><p>马斯克在股东会上没说的内容，都在这场采访里了。</p><p>继马斯克被股东提案列为“风险人物”，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。</p><p>日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个话题。</p><p>在这次访谈中，明显看出马斯克被股东大会“逼宫”给整怕了，口风都有些松动，但也透露出了很多不为人知的细节，非常精彩，比如：应股东的要求特斯拉尝试广告，要向更广泛美国民众介绍特斯拉的便宜和安全；特斯拉价格按照需求制定，相比建议零售价更加公开透明；特斯拉汽车的自动驾驶软件比车本身更有价值，很可能实现汽车出门打工，车主在家赚钱；自动化有可能今年实现。</p><p style=\"text-align: justify;\">马斯克是一个疯狂的人。面对这个急速变化的世界，这位硅谷钢铁侠有哪些看法？对于特斯拉汽车和自动驾驶的发展，他是怎么看待的？以下是大卫·费伯和马斯克对话的全文编译，在不改变原意的基础上略有删改。</p><p><strong><em>01.</em></strong></p><p><strong>谈特斯拉定价：<br/>完全透明，没有“暗箱操作”</strong></p><p><strong>大卫·费伯：</strong>关于特斯拉定价问题，你这边怎么考虑的？</p><p><strong>马斯克：</strong>与许多传统和其他竞争对手相反，我们有实时的信息需求，所以我们知道昨天有多少人订购了一辆特斯拉。电脑会计算这些，实际上我们每天都会收到邮件，知道有多少人在哪些国家订购了哪种汽车，所以我们知道昨天的订单是什么。</p><p>你不想对这些事情反应过度，但有时你会因为一些难以解释的原因而出现小波动，如果一个星期，你可能不会产生波动。但如果这是长期的，比如说超过两周，你可以看到由于某些原因，需求比以前少了或者更高了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c06f7401efa932014da3df855a9b165\" title=\"▲马斯克谈特斯拉的定价问题\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克谈特斯拉的定价问题</span></p><p><strong>大卫·费伯：</strong>你们会据此调整价格吗？或者在动态定价模式上，你们是否像航空公司一样？</p><p><strong>马斯克：</strong>是的，所以我们基本上只是根据需求定价，我们在第一季度也大幅下调了价格，但一月通常是买车的糟糕季，所以一月份的购车有季节性因素。所以我们大幅降价，最近又涨价了。</p><p>因此正如我对听众提到的，现实情况是所有的汽车公司都对价格进行了重大调整，因为你有建议零售价。</p><p>如果需求很高，经销商在建议零售价的基础上收取一定的溢价，如果需求较低，他们将调整生产节奏。所以你会半年内看到所有汽车的高峰和低谷之间有很大的不同，只是特斯拉如此直接、明显和透明。这不是建议零售价，然后加价或折扣的问题。</p><p><strong><em>02.</em></strong></p><p><strong>谈自动驾驶价值：<br/>汽车打工、车主赚钱</strong></p><p><strong>大卫·费伯：</strong>在你上次季度报告后，很多投资者都想谈谈你的利润率，我想谈谈你们的定价，特别是你提到了车辆成本的降低，你甚至说过，能以不赚钱的价格买车，这很难理解。随着时间的推移，特斯拉仍然能产生巨大的经济效益，请你解释一下这是什么意思。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9f38d42135025f078329ecfdc4bf44a\" title=\"▲大卫·费伯就自动驾驶的价值向马斯克提问\" tg-width=\"1000\" tg-height=\"500\"/><span>▲大卫·费伯就自动驾驶的价值向马斯克提问</span></p><p>你在会议上也提到了从手动到自动的转变，以及随之而来的附加价值，但希望你解释一下为什么特斯拉可以买车不赚钱，但将来仍能赚取巨额利润。</p><p><strong>马斯克：</strong>特斯拉是唯一一家可以做到的公司，这款车可以通过软件更新，实现完全的自动驾驶，因此我们认为，一辆全自动驾驶汽车的价值，可能是非自动驾驶汽车的五倍。为什么？</p><p>一辆车的效用，通常是一辆乘用车，一周可能是10小时，也可能是12小时，假设某人平均每天要开一个半小时的车，每天一小时的通勤，然后偶尔长途旅行。这样对于一辆乘用车来说，一周大概需要10到12个小时。然后你还要很多停车成本，你需要一个车库，或者你需要买一个停车位，或者你需要在商场买一张停车券，与汽车相关的成本很多。</p><p>但是现在，如果你有一辆自动驾驶汽车，它可以四处行驶，基本上就像自动驾驶的<a href=\"https://laohu8.com/S/UBER\">优步</a>，我认为效用会高很多。也许还有更多的可能性。</p><p><strong>大卫·费伯：</strong>我明白了，我们谈论的是无人驾驶出租车，你的意思是可以把它理解为自动驾驶的优步，因此效用可能会变成每周50个小时。</p><p><strong>马斯克：</strong>这只是一个猜测，假设一周有168个小时，粗略估计，自动驾驶汽车将不再是每周运行10小时，在我们看来大概是50小时，所以建造成本是一样的。</p><p><strong>大卫·费伯：</strong>我想了解一下商业模式，假如我买了车，而不是在我工作的时候把它停在了我的停车场，它会出发接人，再把人放下。</p><p><strong>马斯克：</strong>是的。</p><p><strong>大卫·费伯：</strong>谁在从中赚钱？我想这就是你说的增值吧，是收入分成吗？你有没有具体计划？</p><p><strong>马斯克：</strong>是的，特斯拉的条款和条件已经写了很久了。</p><p><strong>大卫·费伯：</strong>哦，真的么？</p><p><strong>马斯克：</strong>是的，所以车主能赚钱，我不知道多少钱，谁知道会是多少，也许是五五开，或者七三开，我不知道。</p><p>除了给车主经济回报外，汽车的使用次数是现在的五倍，特斯拉很可能赚到原价的两到三倍。汽车在自动驾驶出租车收入中的销售价值数额是巨大的。</p><p><strong>大卫·费伯：</strong>就像我对听众说的，这就像为了软件利润而卖汽车一样，因为事实上它就是软件。</p><p><strong>马斯克：</strong>是的。因此，与其说实际利润率是25%，不如说是70%甚至更多。</p><p>我的意思是，与之相关的自由现金流实际上是一个惊人的数字。迄今为止，我见过的最好的分析来自APK Invest的Kathy Woods。</p><p><strong>大卫·费伯：</strong>是的，她多年来就是你们股票的忠实支持者。</p><p><strong>马斯克：</strong>她很早就是对的，起初我认为是她很乐观，但事实证明，她几乎完全正确。</p><p><strong><em>03.</em></strong></p><p><strong>谈打广告：<br/>让公众知道特斯拉最便宜、最安全</strong></p><p><strong>大卫·费伯：</strong>好吧，你刚刚开完年会，回答了很多热心观众的问题。我觉得你之前已经分享过了，但有一些新闻，我想从这里开始。广告，你得到了热烈的掌声，听起来你不像是要大肆宣传，但你至少提了一句，“好吧，我们可以考虑做些广告”，为什么？</p><p><strong>马斯克：</strong>我是说，我应该倾听股东的意见，事实上，我对他们关于广告的热情程度感到惊讶，因为我们从来没有这样做过。但这里面会续有一些很好的逻辑，如果我们只是通过特斯拉的推特账户或者我的推特账号说这些信息的话，我们在某种程度上是在向已经皈依的人布道，而不是触及那些本质上还是没有被说服的人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ae0d8371359bbe9067049533997c1f\" title=\"▲马斯克对广告态度的转变受到了股东的影响\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克对广告态度的转变受到了股东的影响</span></p><p><strong>大卫·费伯：</strong>所以我认为这是一个很好的观点，我认为这值得一试，我们会看到它有多有效。你知道你想怎么尝试吗，或者这需要什么？</p><p><strong>马斯克：</strong>我对广告有一些大致的想法，如果广告是信息性和娱乐性的，那么它们现在可以贴近内容。</p><p>但我认为有时候广告可能没有提供信息，或者在某些情况下可能有点误导。事实上我们在推特失去了一些广告商，因为社区注释也适用于广告。因此，如果有人宣传的东西可能有点不准确，然后得到广告商注意了，我们就失去了广告商。</p><p>但我们非常在乎真相，所以我们愿意放弃一些在推特上的广告费用，为了尽可能减少一些不准确的信源。</p><p><strong>大卫·费伯：</strong>我想谈谈这个，但我显然想花点时间在特斯拉身上，再一次回到广告，我会在某个周日、周一、周四的NFL转播中看到特斯拉的广告吗？</p><p><strong>马斯克：</strong>请记住，我才刚刚同意，所以我并没有一个完整的策略。</p><p><strong>大卫·费伯：</strong>好吧，当你考虑这些事情的时候，你要花多少时间呢？这是在舞台上才决定的事情吗？或者至少你知道这可能发生和潜在的走向吗？</p><p><strong>马斯克：</strong>不，这些问题是没有准备过的。</p><p><strong>大卫·费伯：</strong>好的，所以在那一刻，你说“好吧，我们会做一些广告”。</p><p><strong>马斯克：</strong>是的。</p><p><strong>大卫·费伯：</strong>我们才过了20分钟，我就问你详细的问题了。我猜你也没有答案。</p><p><strong>马斯克：</strong>我不确定广告最有效的方法是什么，但我认为广告应该提供有关产品的信息，它应该是让人赏心悦目的，有一些美学的元素，应该是让你看完不会后悔的东西。我认为，如果广告符合这些标准，它还得贴近内容，这样你就不会后悔花时间看它了。</p><p><strong>大卫·费伯：</strong>但你也说了什么，你一直在向皈依者布道，你在会上提出了一些数据，比如安全、价格等，这一点可能不会被广大的汽车购买者接受。</p><p><strong>马斯克：</strong>是的，所以很对人仍然认为特斯拉超级贵，因为我们从一款昂贵的跑车开始，然后是稍微便宜一点的轿车和SUV，但我们现在的情况是，特斯拉的起价实际上低于美国汽车的平均售价，因此特斯拉实际上比人们想象的要便宜得多，所以我们要确保人们知道这一点。</p><p>此外，特斯拉在很多方面也是道路上最安全的汽车。实际上，很多人甚至不知道特斯拉的驾驶室过热保护。而且，我们不断更新自动紧急制动软件，还有安全气囊展开的方式。我认为我提到的统计数据是不言自明的。从统计数据来看，特斯拉汽车比其他任何车都更安全。</p><p><strong><em>04.</em></strong></p><p><strong>谈办公地：<br/>透明办公、产线末端监督生产</strong></p><p><strong>大卫·费伯：</strong>埃隆，谢谢你让我们来到这里。坐着看一会是很有意思的。</p><p><strong>马斯克：</strong>不客气，我在这里并没有办公室。我要么在厂里走着，要么在这个房间开会，这个房间可以让我在开会时开到生产的进展。</p><p><strong>大卫·费伯：</strong>你在这里的时候有没有特别关注的部分？你是会一直关注还是会直接走过去？</p><p><strong>马斯克：</strong>我们在这里看到的生产线末端，如果车停止移动了，说明上游有堵塞，然后我就看看是什么问题造成了堵塞。所以我想现在是休息的时间。但如果车不移动，这意味着上游出了问题。</p><p><strong>大卫·费伯：</strong>嗯，光是在这个设施周围走一圈就感觉很神奇，对它的规模会有一个概念。</p><p><strong><em>05.</em></strong></p><p><strong>谈工作习惯：<br/>拒绝居家办公、马斯克全年休三天</strong></p><p><strong>大卫·费伯</strong>：为什么你认为他们必须到办公室来工作呢？</p><p><strong>马斯克</strong>：我坚信人们面对面的时候效率会更高，我觉得整个在家工作的概念有点像传言玛丽·安托瓦内特说过的“那他们干嘛不吃蛋糕？”就像你真的要在家工作，你打算让所有为你在工厂生产汽车的人也这么做吗？那些给你做外卖的人能在家工作吗？来帮你装修房子的人，他们不能在家工作，但你可以？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62c7ed91795ab5c4aca706a7f9dbacae\" title=\"▲马斯克对于远程办公的态度\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克对于远程办公的态度</span></p><p><strong>马斯克</strong>：这在道德上正确吗？这太糟了。</p><p><strong>大卫·费伯</strong>：你认为这是道德问题吗？</p><p><strong>马斯克</strong>：是的，这是一个生产力问题，但也是一个道德问题。人们应该放下道德架子，不要再提什么在家工作之类的屁话了。</p><p><strong>大卫·费伯</strong>：顺便说一下，但他们还是被要求回去了，这场战斗仍在继续。我和很多人谈过，我希望人们回来，一周在办公室三天，目前还不清楚这种情况是否会改变。</p><p><strong>马斯克</strong>：电脑一族就像生活在梦里，看看被制造的车，这里的人在家工作吗？当然不是，设想一下，人们造汽车、维修汽车、盖房子、修房子、制作食物、生产人们消费的所有东西，假设他们必须去上班，但只有你不需要。这不仅仅是生产力的问题，更在道德上是错误的。</p><p><strong>大卫·费伯</strong>：虽然生产力也会受到影响，但人们的学习能力也会受到影响。</p><p><strong>马斯克</strong>：是的，我同意。</p><p><strong>大卫·费伯</strong>：所以如果你想在特斯拉工作、想在Space X工作、想在推特工作，就每天都得来办公室？</p><p><strong>马斯克</strong>：是的，我的意思是每周投入40个小时，坦率地说，甚至不需要从周一到周五。你可以从周一工作到周四（也不是说都不需要加班），我认为人们应该去度假。比如我一周工作七天，但我不希望别人也这样做。</p><p><strong>大卫·费伯</strong>：顺便问一下，你每天大概睡几个小时？</p><p><strong>马斯克</strong>：大约六个小时。</p><p><strong>大卫·费伯</strong>：你能睡着那么久？通常是六个小时？</p><p><strong>马斯克</strong>：是的</p><p><strong>大卫·费伯</strong>：还不错，我以为会更少。</p><p><strong>马斯克</strong>：我尝试过更少时间，但效率…即使我醒着的时间更长，完成的事情却更少。如果睡眠少于六小时，我的脑部疼痛程度会很严重。</p><p><strong>大卫·费伯</strong>：但你一周工作七天？</p><p><strong>马斯克</strong>：是的，实际上，一年中有几天我什么工作都不做，大概是两三天。</p><p><strong>大卫·费伯</strong>：两三天？</p><p><strong>马斯克</strong>：是的，一年。</p><p><strong><em>06.</em></strong></p><p><strong>谈美联储加息：<br/>刹停经济、接下来一年会很难</strong></p><p><strong>大卫·费伯：</strong>你提到了负担能力与美联储提高利率以及典型汽车购买者每月的成本有关，这是你们在会议上讨论过的，你在电话会议上也谈到了一些，在最近的收益电话会议上也提到了，你认为在接下来的12个月会很艰难。</p><p><strong>马斯克：</strong>是的，对所有人来说，不仅仅是特斯拉，坦率地说，你可以把美联储加息看作是经济的刹车踏板，它让每样东西更贵了，当然像是用信贷买的东西，但它也会对那些不适用信贷购买的东西产生下游影响。</p><p>比如如果汽车贷款或房屋抵押贷款占用了你每月预算的更多资金，这样你买其他东西的钱就少了，实际上它影响到一切，甚至是不用信贷购买的东西。</p><p>因此，我对美联储决策方式的担忧是他们的操作延迟太长了，基本上数据有些陈旧。之前，美联储在提高利率方面行动迟缓，现在我认为他们降低利率的速度会很慢，事实似乎就是如此。</p><p><strong><em>07.</em></strong></p><p><strong>谈病态乐观：<br/>必须乐观、自动化或今年实现</strong></p><p><strong>大卫·费伯：</strong>很多投资者都会回到你对完全自动化的承诺，你好像又在说很接近了。</p><p><strong>马斯克：</strong>是的。你说的是19年或者20年，我想我有点病态的乐观主义，我想如果不是病态乐观，谁会尝试做电动汽车和火箭呢？</p><p><strong>大卫·费伯：</strong>不能不病态乐观，你必须这样。</p><p><strong>马斯克：</strong>是啊，所以我想这是把双刃剑。</p><p><strong>大卫·费伯：</strong>但你有没有自己想过，你有点操之过急了？我的意思是，当你说，再一次，我们将有完全的自动化。</p><p><strong>马斯克：</strong>不，我没说我们“一定会”，我是说，在我们看来，有可能会，这里有很多限定词。</p><p><strong>大卫·费伯：</strong>那么你认为，在你看来，你可能会做什么呢？什么时候？</p><p><strong>马斯克：</strong>我的意思是，看起来今年就有可能发生。</p><p><strong>大卫·费伯：</strong>为什么？</p><p><strong>马斯克：</strong>好吧，我们现在正处在这辆车只需要很少的人工干预就可以在高速公路上和城市里行驶。我能开好几天车在大奥斯汀地区，随机导航至一个地方，没有任何干预。在旧金山也一样，那里很难开车，所以这是一个很有挑战性的情况。</p><p>讲到我更乐观的原因，这是我第一次遇到这种情况，能够连续几天，随机选择多个目的地，没有任何安全相关的干预措施。</p><p><strong><em>08.</em></strong></p><p><strong>谈人工智能：<br/>X AI明年推出，<a href=\"https://laohu8.com/S/MSFT\">微软</a>拿捏OpenAI</strong></p><p><strong>大卫·费伯</strong>：你开始了X AI，或者一些新的人工智能成果，它与OpenAI或Alphabet有何不同？</p><p><strong>马斯克</strong>：我们没有足够的时间，现在也不是讨论这个问题的时候。我们将举行发布会，我们将更详细的探讨这些问题。我在股东大会上提到过，特斯拉在现实世界的人工智能方面拥有强大的能力，事实上，它远远领先于任何人。</p><p><strong>大卫·费伯</strong>：我知道在我们接受采访之前，有人在推特上说，他从来没有被问到特斯拉的人工智能有多先进，你总是提别人的名字。</p><p><strong>马斯克</strong>：特斯拉的人工智能，老实说，我都不确定谁是第二名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde5f1955569b96b44f6a7f65275ee36\" title=\"▲马斯克谈特斯拉的人工智能水平\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克谈特斯拉的人工智能水平</span></p><p><strong>大卫·费伯</strong>：为什么呢？人们不理解的是什么？为什么我们在OpenAI谈论这么多关于ChatGPT和生成式人工智能，微软可以用它做什么，为什么不是特斯拉？</p><p><strong>马斯克</strong>：我不知道，人们确实在网上谈论它，我认为特斯拉将迎来一个聊天时代，如果不是今年，应该不会迟于明年。</p><p><strong>大卫·费伯</strong>：你会有一个？</p><p><strong>马斯克</strong>：有点像ChatGPT时刻？突然间300万辆车就能无人驾驶了，然后是500万辆，然后是1000万辆。如果颠倒来说，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有Waymo，他们在尝试自动驾驶，能够让自动驾驶汽车在非常有限的地理位置上工作，街道地图非常紧凑，但一旦这些街道出了什么问题，比如发生事故，游行或道路施工，它就会停止工作。</p><p>基本上谷歌无法提供一个适用于任何地方的通用自动驾驶解决方案。长期以来，他们一直在努力做到这一点，他们没有成功。特斯拉基本上拥有这些，而且比谷歌先进的多，如果角色颠倒，特斯拉必须生产出一个大型语言模型，它的输出等于或大于ChatGPT。或者微软OpenAI必须做自动驾驶，我们把任务颠倒过来，特斯拉会赢。</p><p><strong>大卫·费伯</strong>：你有计算能力和一切你需要做的事情。</p><p><strong>大卫·费伯</strong>：你对OpenAI似乎有些失望，你是早期的主要贡献者之一。</p><p><strong>马斯克</strong>：我是OpenAI存在的原因。</p><p><strong>大卫·费伯</strong>：你给了他们多少钱？</p><p><strong>马斯克</strong>：我不确定确切的数字，但大概是5000万美元左右。所以命运更喜欢讽刺，我曾经是拉里·佩奇的好朋友，我会住在他家，我们会一直聊到晚上关于人工智能的话题，我会不断地敦促他小心人工智能。他真的不关心人工智能的本质，对它相当漫不经心。</p><p>当时谷歌尤其是在收购了DeepMind之后，拥有全球3/4的人工智能人才。显然他们有很多钱和资源，所以这对人工智能来说是一个单极世界。我们有一个单极世界，但控制他的人不是，或者至少看起来并不担心人工智能的安全，这听起来是一个大问题。最后一根稻草是拉里说我是一个物种主义者。因为AI是亲人类的，而不是亲机器的意识体。我说是的，我是一个物种主义者。</p><p><strong>大卫·费伯</strong>：所以你帮助建立了OpenAI，你投入了5000万美元。</p><p><strong>马斯克</strong>：不管怎样，OpenAI应该是开源的。它一步步被建立，所以才开始的时候，我想这可能是一个无望的尝试。我们怎么可能和Google Deep Mind竞争呢，这看起来像是一只蚂蚁对抗一头大象。我在招募关键科学家和工程师方面发挥了重要作用，伊利亚的加入是OpenAI最终成功的关键。</p><p><strong>大卫·费伯</strong>：所以你会对发生在那里的事情感到非常失望，因为它变成了一个盈利机构。你采取什么行动了吗？你起诉他们了吗？</p><p><strong>马斯克</strong>：我确实认为有一些问题，有些东西可以是非盈利的开源软件，然后把自己变成一个以盈利为目的的封闭来源。这就像假设你资助了一个组织来拯救亚马斯克逊雨林。</p><p>相反，他们成立了一家木材公司，砍伐森林并出售赚钱。这跟我给你钱的目的完全相反。比如到了紧要关头，假设他们确实创造了一些数字超级智能，几乎是神一般的智慧，谁说了算？OpenAI和微软之间究竟是什么关系？</p><p>我确实担心微软实际上可能比OpenAI的领导团队意识到的更能控制局面。作为微软投资的一部分，他们拥有所有软件的权利，所有的模型权重和运行推理系统所需的一切。</p><p><strong>大卫·费伯</strong>：所以他们实际上有很大的控制权。</p><p><strong>马斯克</strong>：在任何时候微软都可以切断OpenAI。</p><p><strong><em>09.</em></strong></p><p><strong>谈职业选择：<br/>应坚持所热爱的</strong></p><p><strong>大卫·费伯</strong>：你有很多孩子，我也有一个孩子，很快就要参加工作了。当人工智能这项技术存在并且不断改进的时候，我不知道该如何建议他的职业发展。我很好奇，当你考虑给你孩子的职业生涯提供建议时，你会告诉他们什么是有价值的？</p><p><strong>马斯克</strong>：这个问题很难回答。我想我会说要跟随他们的内心，去做他们觉得有趣或有成就感的事情，并尽可能对社会的其他人有用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/874f69e6c38a12d61ae0ba548f57b6e5\" title=\"▲马斯克给孩子们就业建议\" tg-width=\"1000\" tg-height=\"500\"/><span>▲马斯克给孩子们就业建议</span></p><p>如果我们真的到了像精灵一样的情况，你可以向人工智能要求任何事情。假设这是良性的情况，我们如何找到满足感呢？如果人工智能做的比你更好，我们如何找到生活的意义？如果我想的太困难，他可能会让我分心，让我失去动力。</p><p>我为创建公司付出了很多心血、汗水和泪水，然后我想我应该这样做吗？因为如果我牺牲了女朋友和家人在一起的时间，但最终人工智能可以完成所有这些事情，有意义吗？我不知道。在某种程度上，为了保持动力，我必须有意识地暂停怀疑，所以我想我会说，只做你觉得有趣，有成就感的事情，而且这对社会的其他方面都有好处。</p></body></html>","source":"lsy1568772110806","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克最新深度采访：我一年只休三天，7000字聊透九大热点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克最新深度采访：我一年只休三天，7000字聊透九大热点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 12:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ><strong>车东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工智能...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed444a9a46512ea24ee54a94e3c841cd","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","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","BK4588":"碎股","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4574":"无人驾驶","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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SGD"},"source_url":"https://mp.weixin.qq.com/s/C_Segog1D4kWYdAcKINqjQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143085874","content_text":"聊自动驾驶，开炮OpenAI，马斯克股东会没说的都在这儿！马斯克在股东会上没说的内容，都在这场采访里了。继马斯克被股东提案列为“风险人物”，特斯拉5月份股东大会被批“啥都没有”，甚至是“投资者日剧本重刷”后，马斯克终于对这次“遮遮掩掩”的股东大会进行回应了。日前，CNBC《华尔街直播室》的新闻主播大卫·费伯和马斯克进行了一次深度访谈，聊到了特斯拉的广告计划、特斯拉汽车定价、自动驾驶的价值、人工智能等多个话题。在这次访谈中，明显看出马斯克被股东大会“逼宫”给整怕了，口风都有些松动，但也透露出了很多不为人知的细节，非常精彩，比如：应股东的要求特斯拉尝试广告，要向更广泛美国民众介绍特斯拉的便宜和安全；特斯拉价格按照需求制定，相比建议零售价更加公开透明；特斯拉汽车的自动驾驶软件比车本身更有价值，很可能实现汽车出门打工，车主在家赚钱；自动化有可能今年实现。马斯克是一个疯狂的人。面对这个急速变化的世界，这位硅谷钢铁侠有哪些看法？对于特斯拉汽车和自动驾驶的发展，他是怎么看待的？以下是大卫·费伯和马斯克对话的全文编译，在不改变原意的基础上略有删改。01.谈特斯拉定价：完全透明，没有“暗箱操作”大卫·费伯：关于特斯拉定价问题，你这边怎么考虑的？马斯克：与许多传统和其他竞争对手相反，我们有实时的信息需求，所以我们知道昨天有多少人订购了一辆特斯拉。电脑会计算这些，实际上我们每天都会收到邮件，知道有多少人在哪些国家订购了哪种汽车，所以我们知道昨天的订单是什么。你不想对这些事情反应过度，但有时你会因为一些难以解释的原因而出现小波动，如果一个星期，你可能不会产生波动。但如果这是长期的，比如说超过两周，你可以看到由于某些原因，需求比以前少了或者更高了。▲马斯克谈特斯拉的定价问题大卫·费伯：你们会据此调整价格吗？或者在动态定价模式上，你们是否像航空公司一样？马斯克：是的，所以我们基本上只是根据需求定价，我们在第一季度也大幅下调了价格，但一月通常是买车的糟糕季，所以一月份的购车有季节性因素。所以我们大幅降价，最近又涨价了。因此正如我对听众提到的，现实情况是所有的汽车公司都对价格进行了重大调整，因为你有建议零售价。如果需求很高，经销商在建议零售价的基础上收取一定的溢价，如果需求较低，他们将调整生产节奏。所以你会半年内看到所有汽车的高峰和低谷之间有很大的不同，只是特斯拉如此直接、明显和透明。这不是建议零售价，然后加价或折扣的问题。02.谈自动驾驶价值：汽车打工、车主赚钱大卫·费伯：在你上次季度报告后，很多投资者都想谈谈你的利润率，我想谈谈你们的定价，特别是你提到了车辆成本的降低，你甚至说过，能以不赚钱的价格买车，这很难理解。随着时间的推移，特斯拉仍然能产生巨大的经济效益，请你解释一下这是什么意思。▲大卫·费伯就自动驾驶的价值向马斯克提问你在会议上也提到了从手动到自动的转变，以及随之而来的附加价值，但希望你解释一下为什么特斯拉可以买车不赚钱，但将来仍能赚取巨额利润。马斯克：特斯拉是唯一一家可以做到的公司，这款车可以通过软件更新，实现完全的自动驾驶，因此我们认为，一辆全自动驾驶汽车的价值，可能是非自动驾驶汽车的五倍。为什么？一辆车的效用，通常是一辆乘用车，一周可能是10小时，也可能是12小时，假设某人平均每天要开一个半小时的车，每天一小时的通勤，然后偶尔长途旅行。这样对于一辆乘用车来说，一周大概需要10到12个小时。然后你还要很多停车成本，你需要一个车库，或者你需要买一个停车位，或者你需要在商场买一张停车券，与汽车相关的成本很多。但是现在，如果你有一辆自动驾驶汽车，它可以四处行驶，基本上就像自动驾驶的优步，我认为效用会高很多。也许还有更多的可能性。大卫·费伯：我明白了，我们谈论的是无人驾驶出租车，你的意思是可以把它理解为自动驾驶的优步，因此效用可能会变成每周50个小时。马斯克：这只是一个猜测，假设一周有168个小时，粗略估计，自动驾驶汽车将不再是每周运行10小时，在我们看来大概是50小时，所以建造成本是一样的。大卫·费伯：我想了解一下商业模式，假如我买了车，而不是在我工作的时候把它停在了我的停车场，它会出发接人，再把人放下。马斯克：是的。大卫·费伯：谁在从中赚钱？我想这就是你说的增值吧，是收入分成吗？你有没有具体计划？马斯克：是的，特斯拉的条款和条件已经写了很久了。大卫·费伯：哦，真的么？马斯克：是的，所以车主能赚钱，我不知道多少钱，谁知道会是多少，也许是五五开，或者七三开，我不知道。除了给车主经济回报外，汽车的使用次数是现在的五倍，特斯拉很可能赚到原价的两到三倍。汽车在自动驾驶出租车收入中的销售价值数额是巨大的。大卫·费伯：就像我对听众说的，这就像为了软件利润而卖汽车一样，因为事实上它就是软件。马斯克：是的。因此，与其说实际利润率是25%，不如说是70%甚至更多。我的意思是，与之相关的自由现金流实际上是一个惊人的数字。迄今为止，我见过的最好的分析来自APK Invest的Kathy Woods。大卫·费伯：是的，她多年来就是你们股票的忠实支持者。马斯克：她很早就是对的，起初我认为是她很乐观，但事实证明，她几乎完全正确。03.谈打广告：让公众知道特斯拉最便宜、最安全大卫·费伯：好吧，你刚刚开完年会，回答了很多热心观众的问题。我觉得你之前已经分享过了，但有一些新闻，我想从这里开始。广告，你得到了热烈的掌声，听起来你不像是要大肆宣传，但你至少提了一句，“好吧，我们可以考虑做些广告”，为什么？马斯克：我是说，我应该倾听股东的意见，事实上，我对他们关于广告的热情程度感到惊讶，因为我们从来没有这样做过。但这里面会续有一些很好的逻辑，如果我们只是通过特斯拉的推特账户或者我的推特账号说这些信息的话，我们在某种程度上是在向已经皈依的人布道，而不是触及那些本质上还是没有被说服的人。▲马斯克对广告态度的转变受到了股东的影响大卫·费伯：所以我认为这是一个很好的观点，我认为这值得一试，我们会看到它有多有效。你知道你想怎么尝试吗，或者这需要什么？马斯克：我对广告有一些大致的想法，如果广告是信息性和娱乐性的，那么它们现在可以贴近内容。但我认为有时候广告可能没有提供信息，或者在某些情况下可能有点误导。事实上我们在推特失去了一些广告商，因为社区注释也适用于广告。因此，如果有人宣传的东西可能有点不准确，然后得到广告商注意了，我们就失去了广告商。但我们非常在乎真相，所以我们愿意放弃一些在推特上的广告费用，为了尽可能减少一些不准确的信源。大卫·费伯：我想谈谈这个，但我显然想花点时间在特斯拉身上，再一次回到广告，我会在某个周日、周一、周四的NFL转播中看到特斯拉的广告吗？马斯克：请记住，我才刚刚同意，所以我并没有一个完整的策略。大卫·费伯：好吧，当你考虑这些事情的时候，你要花多少时间呢？这是在舞台上才决定的事情吗？或者至少你知道这可能发生和潜在的走向吗？马斯克：不，这些问题是没有准备过的。大卫·费伯：好的，所以在那一刻，你说“好吧，我们会做一些广告”。马斯克：是的。大卫·费伯：我们才过了20分钟，我就问你详细的问题了。我猜你也没有答案。马斯克：我不确定广告最有效的方法是什么，但我认为广告应该提供有关产品的信息，它应该是让人赏心悦目的，有一些美学的元素，应该是让你看完不会后悔的东西。我认为，如果广告符合这些标准，它还得贴近内容，这样你就不会后悔花时间看它了。大卫·费伯：但你也说了什么，你一直在向皈依者布道，你在会上提出了一些数据，比如安全、价格等，这一点可能不会被广大的汽车购买者接受。马斯克：是的，所以很对人仍然认为特斯拉超级贵，因为我们从一款昂贵的跑车开始，然后是稍微便宜一点的轿车和SUV，但我们现在的情况是，特斯拉的起价实际上低于美国汽车的平均售价，因此特斯拉实际上比人们想象的要便宜得多，所以我们要确保人们知道这一点。此外，特斯拉在很多方面也是道路上最安全的汽车。实际上，很多人甚至不知道特斯拉的驾驶室过热保护。而且，我们不断更新自动紧急制动软件，还有安全气囊展开的方式。我认为我提到的统计数据是不言自明的。从统计数据来看，特斯拉汽车比其他任何车都更安全。04.谈办公地：透明办公、产线末端监督生产大卫·费伯：埃隆，谢谢你让我们来到这里。坐着看一会是很有意思的。马斯克：不客气，我在这里并没有办公室。我要么在厂里走着，要么在这个房间开会，这个房间可以让我在开会时开到生产的进展。大卫·费伯：你在这里的时候有没有特别关注的部分？你是会一直关注还是会直接走过去？马斯克：我们在这里看到的生产线末端，如果车停止移动了，说明上游有堵塞，然后我就看看是什么问题造成了堵塞。所以我想现在是休息的时间。但如果车不移动，这意味着上游出了问题。大卫·费伯：嗯，光是在这个设施周围走一圈就感觉很神奇，对它的规模会有一个概念。05.谈工作习惯：拒绝居家办公、马斯克全年休三天大卫·费伯：为什么你认为他们必须到办公室来工作呢？马斯克：我坚信人们面对面的时候效率会更高，我觉得整个在家工作的概念有点像传言玛丽·安托瓦内特说过的“那他们干嘛不吃蛋糕？”就像你真的要在家工作，你打算让所有为你在工厂生产汽车的人也这么做吗？那些给你做外卖的人能在家工作吗？来帮你装修房子的人，他们不能在家工作，但你可以？▲马斯克对于远程办公的态度马斯克：这在道德上正确吗？这太糟了。大卫·费伯：你认为这是道德问题吗？马斯克：是的，这是一个生产力问题，但也是一个道德问题。人们应该放下道德架子，不要再提什么在家工作之类的屁话了。大卫·费伯：顺便说一下，但他们还是被要求回去了，这场战斗仍在继续。我和很多人谈过，我希望人们回来，一周在办公室三天，目前还不清楚这种情况是否会改变。马斯克：电脑一族就像生活在梦里，看看被制造的车，这里的人在家工作吗？当然不是，设想一下，人们造汽车、维修汽车、盖房子、修房子、制作食物、生产人们消费的所有东西，假设他们必须去上班，但只有你不需要。这不仅仅是生产力的问题，更在道德上是错误的。大卫·费伯：虽然生产力也会受到影响，但人们的学习能力也会受到影响。马斯克：是的，我同意。大卫·费伯：所以如果你想在特斯拉工作、想在Space X工作、想在推特工作，就每天都得来办公室？马斯克：是的，我的意思是每周投入40个小时，坦率地说，甚至不需要从周一到周五。你可以从周一工作到周四（也不是说都不需要加班），我认为人们应该去度假。比如我一周工作七天，但我不希望别人也这样做。大卫·费伯：顺便问一下，你每天大概睡几个小时？马斯克：大约六个小时。大卫·费伯：你能睡着那么久？通常是六个小时？马斯克：是的大卫·费伯：还不错，我以为会更少。马斯克：我尝试过更少时间，但效率…即使我醒着的时间更长，完成的事情却更少。如果睡眠少于六小时，我的脑部疼痛程度会很严重。大卫·费伯：但你一周工作七天？马斯克：是的，实际上，一年中有几天我什么工作都不做，大概是两三天。大卫·费伯：两三天？马斯克：是的，一年。06.谈美联储加息：刹停经济、接下来一年会很难大卫·费伯：你提到了负担能力与美联储提高利率以及典型汽车购买者每月的成本有关，这是你们在会议上讨论过的，你在电话会议上也谈到了一些，在最近的收益电话会议上也提到了，你认为在接下来的12个月会很艰难。马斯克：是的，对所有人来说，不仅仅是特斯拉，坦率地说，你可以把美联储加息看作是经济的刹车踏板，它让每样东西更贵了，当然像是用信贷买的东西，但它也会对那些不适用信贷购买的东西产生下游影响。比如如果汽车贷款或房屋抵押贷款占用了你每月预算的更多资金，这样你买其他东西的钱就少了，实际上它影响到一切，甚至是不用信贷购买的东西。因此，我对美联储决策方式的担忧是他们的操作延迟太长了，基本上数据有些陈旧。之前，美联储在提高利率方面行动迟缓，现在我认为他们降低利率的速度会很慢，事实似乎就是如此。07.谈病态乐观：必须乐观、自动化或今年实现大卫·费伯：很多投资者都会回到你对完全自动化的承诺，你好像又在说很接近了。马斯克：是的。你说的是19年或者20年，我想我有点病态的乐观主义，我想如果不是病态乐观，谁会尝试做电动汽车和火箭呢？大卫·费伯：不能不病态乐观，你必须这样。马斯克：是啊，所以我想这是把双刃剑。大卫·费伯：但你有没有自己想过，你有点操之过急了？我的意思是，当你说，再一次，我们将有完全的自动化。马斯克：不，我没说我们“一定会”，我是说，在我们看来，有可能会，这里有很多限定词。大卫·费伯：那么你认为，在你看来，你可能会做什么呢？什么时候？马斯克：我的意思是，看起来今年就有可能发生。大卫·费伯：为什么？马斯克：好吧，我们现在正处在这辆车只需要很少的人工干预就可以在高速公路上和城市里行驶。我能开好几天车在大奥斯汀地区，随机导航至一个地方，没有任何干预。在旧金山也一样，那里很难开车，所以这是一个很有挑战性的情况。讲到我更乐观的原因，这是我第一次遇到这种情况，能够连续几天，随机选择多个目的地，没有任何安全相关的干预措施。08.谈人工智能：X AI明年推出，微软拿捏OpenAI大卫·费伯：你开始了X AI，或者一些新的人工智能成果，它与OpenAI或Alphabet有何不同？马斯克：我们没有足够的时间，现在也不是讨论这个问题的时候。我们将举行发布会，我们将更详细的探讨这些问题。我在股东大会上提到过，特斯拉在现实世界的人工智能方面拥有强大的能力，事实上，它远远领先于任何人。大卫·费伯：我知道在我们接受采访之前，有人在推特上说，他从来没有被问到特斯拉的人工智能有多先进，你总是提别人的名字。马斯克：特斯拉的人工智能，老实说，我都不确定谁是第二名。▲马斯克谈特斯拉的人工智能水平大卫·费伯：为什么呢？人们不理解的是什么？为什么我们在OpenAI谈论这么多关于ChatGPT和生成式人工智能，微软可以用它做什么，为什么不是特斯拉？马斯克：我不知道，人们确实在网上谈论它，我认为特斯拉将迎来一个聊天时代，如果不是今年，应该不会迟于明年。大卫·费伯：你会有一个？马斯克：有点像ChatGPT时刻？突然间300万辆车就能无人驾驶了，然后是500万辆，然后是1000万辆。如果颠倒来说，谷歌有Waymo，他们在尝试自动驾驶，能够让自动驾驶汽车在非常有限的地理位置上工作，街道地图非常紧凑，但一旦这些街道出了什么问题，比如发生事故，游行或道路施工，它就会停止工作。基本上谷歌无法提供一个适用于任何地方的通用自动驾驶解决方案。长期以来，他们一直在努力做到这一点，他们没有成功。特斯拉基本上拥有这些，而且比谷歌先进的多，如果角色颠倒，特斯拉必须生产出一个大型语言模型，它的输出等于或大于ChatGPT。或者微软OpenAI必须做自动驾驶，我们把任务颠倒过来，特斯拉会赢。大卫·费伯：你有计算能力和一切你需要做的事情。大卫·费伯：你对OpenAI似乎有些失望，你是早期的主要贡献者之一。马斯克：我是OpenAI存在的原因。大卫·费伯：你给了他们多少钱？马斯克：我不确定确切的数字，但大概是5000万美元左右。所以命运更喜欢讽刺，我曾经是拉里·佩奇的好朋友，我会住在他家，我们会一直聊到晚上关于人工智能的话题，我会不断地敦促他小心人工智能。他真的不关心人工智能的本质，对它相当漫不经心。当时谷歌尤其是在收购了DeepMind之后，拥有全球3/4的人工智能人才。显然他们有很多钱和资源，所以这对人工智能来说是一个单极世界。我们有一个单极世界，但控制他的人不是，或者至少看起来并不担心人工智能的安全，这听起来是一个大问题。最后一根稻草是拉里说我是一个物种主义者。因为AI是亲人类的，而不是亲机器的意识体。我说是的，我是一个物种主义者。大卫·费伯：所以你帮助建立了OpenAI，你投入了5000万美元。马斯克：不管怎样，OpenAI应该是开源的。它一步步被建立，所以才开始的时候，我想这可能是一个无望的尝试。我们怎么可能和Google Deep Mind竞争呢，这看起来像是一只蚂蚁对抗一头大象。我在招募关键科学家和工程师方面发挥了重要作用，伊利亚的加入是OpenAI最终成功的关键。大卫·费伯：所以你会对发生在那里的事情感到非常失望，因为它变成了一个盈利机构。你采取什么行动了吗？你起诉他们了吗？马斯克：我确实认为有一些问题，有些东西可以是非盈利的开源软件，然后把自己变成一个以盈利为目的的封闭来源。这就像假设你资助了一个组织来拯救亚马斯克逊雨林。相反，他们成立了一家木材公司，砍伐森林并出售赚钱。这跟我给你钱的目的完全相反。比如到了紧要关头，假设他们确实创造了一些数字超级智能，几乎是神一般的智慧，谁说了算？OpenAI和微软之间究竟是什么关系？我确实担心微软实际上可能比OpenAI的领导团队意识到的更能控制局面。作为微软投资的一部分，他们拥有所有软件的权利，所有的模型权重和运行推理系统所需的一切。大卫·费伯：所以他们实际上有很大的控制权。马斯克：在任何时候微软都可以切断OpenAI。09.谈职业选择：应坚持所热爱的大卫·费伯：你有很多孩子，我也有一个孩子，很快就要参加工作了。当人工智能这项技术存在并且不断改进的时候，我不知道该如何建议他的职业发展。我很好奇，当你考虑给你孩子的职业生涯提供建议时，你会告诉他们什么是有价值的？马斯克：这个问题很难回答。我想我会说要跟随他们的内心，去做他们觉得有趣或有成就感的事情，并尽可能对社会的其他人有用。▲马斯克给孩子们就业建议如果我们真的到了像精灵一样的情况，你可以向人工智能要求任何事情。假设这是良性的情况，我们如何找到满足感呢？如果人工智能做的比你更好，我们如何找到生活的意义？如果我想的太困难，他可能会让我分心，让我失去动力。我为创建公司付出了很多心血、汗水和泪水，然后我想我应该这样做吗？因为如果我牺牲了女朋友和家人在一起的时间，但最终人工智能可以完成所有这些事情，有意义吗？我不知道。在某种程度上，为了保持动力，我必须有意识地暂停怀疑，所以我想我会说，只做你觉得有趣，有成就感的事情，而且这对社会的其他方面都有好处。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627196845,"gmtCreate":1678096256088,"gmtModify":1678096257628,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"断章取义","listText":"断章取义","text":"断章取义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/627196845","repostId":"2317146944","repostType":2,"repost":{"id":"2317146944","pubTimestamp":1678085345,"share":"https://www.laohu8.com/m/news/2317146944?lang=&edition=full","pubTime":"2023-03-06 14:49","market":"us","language":"zh","title":"《消费者报告》公布最不可靠的10款电动车：特斯拉双车上榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2317146944","media":"快科技官方","summary":"近日，权威媒体《消费者报告》发布了当今市场上最不可靠的10款电动汽车，和此前一样，特斯拉Model S和特斯拉Model X双车同步登榜，不过此次勇夺第一的却换成了韩系车现代。报告称，现代科纳EV被认为是最不可靠的电动汽车，紧跟其后的是雪佛兰Bolt EUV，而第三名同样是Bolt EV。报告指出了Model S车主对内部电子设备、变速箱和动力设备的担忧，还提及了多年来发生的多次Model S召回事件。","content":"<html><body><p cms-style=\"font-L\">近日，权威媒体《消费者报告》发布了当今市场上最不可靠的10款电动汽车，和此前一样，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model S和特斯拉Model X双车同步登榜，不过此次勇夺第一的却换成了韩系车现代。</p><p cms-style=\"font-L\">报告称，<font cms-style=\"font-L strong-Bold\">现代科纳EV被认为是最不可靠的电动汽车，紧跟其后的是雪佛兰Bolt EUV，而第三名同样是Bolt EV。</font></p>\n<figure>\n<img h=\"288\" src=\"http://n.sinaimg.cn/spider20230306/88/w600h288/20230306/24ed-5ea04bfbfeef8e6d2146f9651ee10bd9.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">特斯拉车辆的可靠性表现同样不佳，特斯拉Model S只打了62分（满分100分），预测可靠性为40%，它被认为其可靠性不如普通新车。而特斯拉Model X的整体表现更差，得分仅为52分，不过其可靠性评级与Model S保持一致。</p><p cms-style=\"font-L\">报告指出了Model S车主对内部电子设备、变速箱和动力设备的担忧，还提及了多年来发生的多次Model S召回事件。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">虽然说许多召回都通过免费OTA更新进行，这对车主来说更方便，但它并不意味着车辆一开始就没有可靠性问题。</font></p><p cms-style=\"font-L\">而Model X面临着与Model S类似的问题，该车型车主多年来也面临着相当多的担忧。</p><p cms-style=\"font-L\">除了上述车型外，Rivian R1T电动皮卡排在第10位，奥迪e-tron排在第9位，仅次于排在第八位的Model S。</p>\n<figure>\n<img h=\"371\" src=\"http://n.sinaimg.cn/spider20230306/171/w600h371/20230306/802c-0889efdb70bac9a2f1bb2499d2b305c7.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L align-Center\">【本文结束】如需转载请务必注明出处：快科技</p><p cms-style=\"font-L align-right\">责任编辑：若风</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>《消费者报告》公布最不可靠的10款电动车：特斯拉双车上榜</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《消费者报告》公布最不可靠的10款电动车：特斯拉双车上榜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2023-03-06/detail-imyixivw0584917.d.html?vt=4><strong>快科技官方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，权威媒体《消费者报告》发布了当今市场上最不可靠的10款电动汽车，和此前一样，特斯拉Model S和特斯拉Model X双车同步登榜，不过此次勇夺第一的却换成了韩系车现代。报告称，现代科纳EV被认为是最不可靠的电动汽车，紧跟其后的是雪佛兰Bolt EUV，而第三名同样是Bolt EV。\n\n\n\n\n特斯拉车辆的可靠性表现同样不佳，特斯拉Model S只打了62分（满分100分），预测可靠性为40%...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2023-03-06/detail-imyixivw0584917.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20230306/88/w600h288/20230306/24ed-5ea04bfbfeef8e6d2146f9651ee10bd9.png/w120h90l50t1baa.jpg","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013425.SGD":"Allianz 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ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://tech.sina.cn/mobile/xp/2023-03-06/detail-imyixivw0584917.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317146944","content_text":"近日，权威媒体《消费者报告》发布了当今市场上最不可靠的10款电动汽车，和此前一样，特斯拉Model S和特斯拉Model X双车同步登榜，不过此次勇夺第一的却换成了韩系车现代。报告称，现代科纳EV被认为是最不可靠的电动汽车，紧跟其后的是雪佛兰Bolt EUV，而第三名同样是Bolt EV。\n\n\n\n\n特斯拉车辆的可靠性表现同样不佳，特斯拉Model S只打了62分（满分100分），预测可靠性为40%，它被认为其可靠性不如普通新车。而特斯拉Model X的整体表现更差，得分仅为52分，不过其可靠性评级与Model S保持一致。报告指出了Model S车主对内部电子设备、变速箱和动力设备的担忧，还提及了多年来发生的多次Model S召回事件。虽然说许多召回都通过免费OTA更新进行，这对车主来说更方便，但它并不意味着车辆一开始就没有可靠性问题。而Model X面临着与Model S类似的问题，该车型车主多年来也面临着相当多的担忧。除了上述车型外，Rivian R1T电动皮卡排在第10位，奥迪e-tron排在第9位，仅次于排在第八位的Model S。\n\n\n\n\n【本文结束】如需转载请务必注明出处：快科技责任编辑：若风","news_type":1},"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"content":"美国很多私人测评机构，给钱怎么测评都可以","text":"美国很多私人测评机构，给钱怎么测评都可以","html":"美国很多私人测评机构，给钱怎么测评都可以"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629392016,"gmtCreate":1670246021535,"gmtModify":1670246023303,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"11月总共上牌量5.6万辆，不低呀。利润率也还是第一，不知什么原因减少？","listText":"11月总共上牌量5.6万辆，不低呀。利润率也还是第一，不知什么原因减少？","text":"11月总共上牌量5.6万辆，不低呀。利润率也还是第一，不知什么原因减少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629392016","repostId":"1121299313","repostType":2,"repost":{"id":"1121299313","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670243462,"share":"https://www.laohu8.com/m/news/1121299313?lang=&edition=full","pubTime":"2022-12-05 20:31","market":"other","language":"zh","title":"特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121299313","media":"老虎资讯综合","summary":"12月5日，$特斯拉(TSLA)$盘前一度跌超5%报184.83美元，有媒体援引知情人士在周一表示，特斯拉计划将其上海工厂12月的Model Y产量较11月削减逾20%。不过媒体无法立即确定这家电动汽车巨头12月份削减最新生产计划的具体原因。","content":"<html><head></head><body><p>12月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前一度跌超5%报184.83美元，有媒体援引知情人士在周一表示，特斯拉计划将其上海工厂12月的Model Y产量较11月削减逾20%。不过媒体无法立即确定这家电动汽车巨头12月份削减最新生产计划的具体原因。</p><p><img src=\"https://static.tigerbbs.com/a17e25fa34bbc34db2891f49f2798a6e\" tg-width=\"902\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%</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{ 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#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特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-05 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前一度跌超5%报184.83美元，有媒体援引知情人士在周一表示，特斯拉计划将其上海工厂12月的Model Y产量较11月削减逾20%。不过媒体无法立即确定这家电动汽车巨头12月份削减最新生产计划的具体原因。</p><p><img src=\"https://static.tigerbbs.com/a17e25fa34bbc34db2891f49f2798a6e\" tg-width=\"902\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 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Y产量较11月削减逾20%。不过媒体无法立即确定这家电动汽车巨头12月份削减最新生产计划的具体原因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343636478230848,"gmtCreate":1724935999785,"gmtModify":1724936001921,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"啥都不懂","listText":"啥都不懂","text":"啥都不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343636478230848","repostId":"2463440257","repostType":2,"repost":{"id":"2463440257","pubTimestamp":1724917601,"share":"https://www.laohu8.com/m/news/2463440257?lang=&edition=full","pubTime":"2024-08-29 15:46","market":"hk","language":"zh","title":"知名大学教授：特斯拉电动化比不过比亚迪、智能化比不过华为","url":"https://stock-news.laohu8.com/highlight/detail?id=2463440257","media":"快科技","summary":"朱教授直言不讳地指出，特斯拉在电动化方面比不过比亚迪、智能化也比不过华为。朱西产教授认为，特斯拉的全自动驾驶系统在中国的落地面临诸多挑战，包括数据合规性及多个国家部门的审批。朱教授指出，特斯拉在中国市场的铁粉群体虽然忠诚，但规模有限，相比之下，比亚迪的月销量远超特斯拉，显示出在电动化领域的强劲实力。","content":"<html><body><p>快科技8月29日消息，近日，同济大学汽车学院教授朱西产在与<a href=\"https://laohu8.com/S/00700\">腾讯</a>《远光灯》的独家对话中，对<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶领域的热点话题进行了深度剖析。</p><p><strong>朱教授直言不讳地指出，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在电动化方面比不过<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、智能化也比不过华为。</strong></p><p>朱西产教授认为，特斯拉的全自动驾驶系统（FSD）在中国的落地面临诸多挑战，包括数据合规性及多个国家部门的审批。</p><p><strong>朱教授指出，特斯拉在中国市场的铁粉群体虽然忠诚，但规模有限，相比之下，比亚迪的月销量远超特斯拉，显示出在电动化领域的强劲实力。</strong></p><p>同时，华为在智能座舱和智能驾驶芯片方面具有明显优势，其产业链的完整性和成熟度也远超特斯拉。</p><p><strong>朱教授还提到，华为的智能驾驶解决方案具有更高的灵活性和成本效益，其产品覆盖从高端到中端的多个价位段，而特斯拉则缺乏这种多元化的市场策略。</strong></p><p>他预测，凭借丰富的产品线和强大的技术实力，华为在智能驾驶领域将具有更大的发展潜力。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>知名大学教授：特斯拉电动化比不过比亚迪、智能化比不过华为</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知名大学教授：特斯拉电动化比不过比亚迪、智能化比不过华为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8cRZVjzsCtD><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月29日消息，近日，同济大学汽车学院教授朱西产在与腾讯《远光灯》的独家对话中，对智能驾驶领域的热点话题进行了深度剖析。朱教授直言不讳地指出，特斯拉在电动化方面比不过比亚迪、智能化也比不过华为。朱西产教授认为，特斯拉的全自动驾驶系统（FSD）在中国的落地面临诸多挑战，包括数据合规性及多个国家部门的审批。朱教授指出，特斯拉在中国市场的铁粉群体虽然忠诚，但规模有限，相比之下，比亚迪的月销量远超...</p>\n\n<a href=\"https://tech.ifeng.com/c/8cRZVjzsCtD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BK1119":"汽车制造商","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK1522":"燃料电池","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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SGD-H"},"source_url":"https://tech.ifeng.com/c/8cRZVjzsCtD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463440257","content_text":"快科技8月29日消息，近日，同济大学汽车学院教授朱西产在与腾讯《远光灯》的独家对话中，对智能驾驶领域的热点话题进行了深度剖析。朱教授直言不讳地指出，特斯拉在电动化方面比不过比亚迪、智能化也比不过华为。朱西产教授认为，特斯拉的全自动驾驶系统（FSD）在中国的落地面临诸多挑战，包括数据合规性及多个国家部门的审批。朱教授指出，特斯拉在中国市场的铁粉群体虽然忠诚，但规模有限，相比之下，比亚迪的月销量远超特斯拉，显示出在电动化领域的强劲实力。同时，华为在智能座舱和智能驾驶芯片方面具有明显优势，其产业链的完整性和成熟度也远超特斯拉。朱教授还提到，华为的智能驾驶解决方案具有更高的灵活性和成本效益，其产品覆盖从高端到中端的多个价位段，而特斯拉则缺乏这种多元化的市场策略。他预测，凭借丰富的产品线和强大的技术实力，华为在智能驾驶领域将具有更大的发展潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336652618653944,"gmtCreate":1723199203262,"gmtModify":1723199204655,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336652618653944","repostId":"2458558073","repostType":2,"repost":{"id":"2458558073","pubTimestamp":1723190580,"share":"https://www.laohu8.com/m/news/2458558073?lang=&edition=full","pubTime":"2024-08-09 16:03","market":"us","language":"zh","title":"周鸿祎：有些人盲目崇拜特斯拉的自动驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=2458558073","media":"睿见Economy","summary":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","content":"<html><body><div>\n<div></div>\n<p>　　8月9日，周鸿祎在线下课#祎起聊AI#上谈到<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”</p>\n<p>　　谈到智能驾驶方案，周鸿祎指出，大家对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>周鸿祎：有些人盲目崇拜特斯拉的自动驾驶</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; 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class=\"title\">\n周鸿祎：有些人盲目崇拜特斯拉的自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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16:03","market":"us","language":"zh","title":"周鸿祎：有些人盲目崇拜特斯拉的自动驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=2458558073","media":"睿见Economy","summary":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","content":"<html><body><div>\n<div></div>\n<p>　　8月9日，周鸿祎在线下课#祎起聊AI#上谈到<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”</p>\n<p>　　谈到智能驾驶方案，周鸿祎指出，大家对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>周鸿祎：有些人盲目崇拜特斯拉的自动驾驶</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; 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class=\"title\">\n周鸿祎：有些人盲目崇拜特斯拉的自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-08-09/doc-inchztuh5706649.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2458558073","content_text":"8月9日，周鸿祎在线下课#祎起聊AI#上谈到智能驾驶时表示，一年内基本上就能实现无人驾驶，所以他正在纠结要不要去学驾照。此外他还表示：“在所有造车的里面，最理解我的是余承东，因为他只强调坐车。”\n　　谈到智能驾驶方案，周鸿祎指出，大家对特斯拉有点盲目崇拜，就好像说特斯拉是纯视觉方案，“我们国家是视觉加雷达方案，好像说成视觉方案更先进，这是一个巨大的误解。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335773527965968,"gmtCreate":1723012181033,"gmtModify":1723012809558,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"放屁","listText":"放屁","text":"放屁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335773527965968","repostId":"2457134851","repostType":2,"repost":{"id":"2457134851","pubTimestamp":1723001731,"share":"https://www.laohu8.com/m/news/2457134851?lang=&edition=full","pubTime":"2024-08-07 11:35","market":"us","language":"zh","title":"特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】","url":"https://stock-news.laohu8.com/highlight/detail?id=2457134851","media":"前瞻网","summary":"据悉，享界S9是华为与北汽联合打造，定位高端轿车。在大会上，余承东评价特斯拉FSD称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。余承东在发布会上吐槽：特斯拉测试时减速都不减速。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全”。前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114536036v15243wysvyto92\"/><p>图片来源：摄图网</p><p>8月6日，<strong>鸿蒙智行享界S9及华为全场景新品发布会盛大举行</strong>，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，<strong>享界S9是华为与北汽联合打造，定位高端轿车。</strong>华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款<a href=\"https://laohu8.com/S/DLX\">豪华</a>旗舰轿车，与问界M9共同组成双9旗舰。</p><p>在大会上，<strong>余承东评价<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。</strong></p><p><strong>为什么这么说？</strong>余承东在发布会上吐槽：<strong>特斯拉测试时减速都不减速。路上停着静止不动的白色货车，减都不减速直接撞过去，绿色的货车不减速也去撞，还有开车的时候撞路沿</strong>，“一旦出现一次事故，就是车毁人亡。”余承东称ChatGPT等AI工具存在幻觉，有30%左右的错误率，<strong>而ADS 3.0的本能安全网络可以避免这种错误。</strong></p><p>余承东在大会上宣布，<strong>享界S9首发华为ADS 3.0</strong>，搭载192线激光雷达，从2D感知走向3D感知，<strong>实现端到端类人智驾</strong>。并且，<strong>华为的全向防碰撞3.0三大能力也同步升级</strong>，首发路面自适应AEB，湿滑路、雨雪路等提前舒适制动;首发eAES自动紧急避让，<strong>从仅刹停或仅换道，变成边刹车边换道</strong>。此外，还首发车位到车位的智驾功能，打通停车场到公开道路，<strong>可以实现全场景贯通</strong>。</p><p>此前，余承东就曾表示，华为团队去美国多地对特斯拉FSD进行测试。从结果来看，<strong>华为有信心干翻对手。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全</strong>”。</p><p><strong>回看自动驾驶技术发展情况：</strong></p><p><strong>——自动驾驶已进入3.0时代</strong></p><p>根据2023(第七届)高工智能汽车年会上发布的《自动驾驶3.0时代，大模型重塑汽车智能化技术路线》，目前我国的自动驾驶已经进入了3.0时代。自动驾驶的1.0时代是硬件驱动，主要依靠激光雷达和人工规则的认知方式提供自动驾驶方案;2.0时代是软件驱动，特点是传感器单独输出结果，用小模型和少数据的模式提供自动驾驶方案;3.0时代是数据驱动时代，采用多模态传感器联合输出结果，用大模型大数据的模式提供自动驾驶方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114539252v152hnhkbb9wm3d\"/><p><strong>——自动驾驶专利技术申请情况</strong></p><p>从自动驾驶细分专利技术申请的热度来看，全球导航卫星系统具备较高的专利申请热度，专利申请总量达184467项，申请人数量达89664个;从技术跨度来看，全球导航卫星系统和惯性传感器技术专利跨度较大，技术跨度分别达531个和532个IPC小类;从技术市场覆盖广度来看，全球卫星导航系统、感性传感器和激光雷达均覆盖60个以上国家和地区，说明这些技术受到全球范围内的关注和研究。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114539926v1520kl28lhgvof\"/><p><strong>——头部企业自动驾驶架构对比</strong></p><p>根据小米技术发布会，小米智驾采用的底层算法为BEV+Transformer+占用网络，并将大模型技术全面融入。但相比较自动驾驶领域领先的特斯拉和华为，小米自动驾驶的底层算法仍类似于2022年特斯拉FSD V11，而2023年特斯拉则已开始正式训练端到端模型，并于2024年已发布FSD Beta V12测试版;对比国内厂商华为，华为采用BEV + Transformer+GOD网络(通用障碍物检测网络)架构，并基于道路拓扑推理网络进一步增强，在实际运行中性能优秀且降低了自动驾驶技术对于高精地图的依赖性。因此小米在自动驾驶算法上仍然需要持续跟进研发。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114541535v152izx0kmzb0cn\"/><p><strong>——自动驾驶技术投资重点赛道</strong></p><p>从我国自动驾驶投融资热门赛道来看，2022-2023年，自动驾驶全栈解决方案融资热度较高，相关融资事件数量占比达到44%，此外，自动驾驶货运、激光雷达、自动驾驶芯片等细分技术领域企业也具备较高的融资热度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240807114543069v15237utsh6c4fu\"/><p>前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。<strong>未来随着技术的进一步发展和法规的完善，预计将有更多应用场景的出现</strong>。</p><p>北京车网战略规划总监周唯表示，在车路云一体化技术成熟的情况下，自动驾驶汽车在保证行驶安全的情况下，驾车能力将超过人类。<strong>自动驾驶技术成熟后，出行成本会降低、出行效率会提升，将成为很多人出行的选择。</strong></p><p>前瞻经济学人APP资讯组</p><p>更多本行业研究分析详见前瞻产业研究院《中国无人驾驶汽车（自动驾驶汽车）行业发展前景预测与投资战略规划分析报告》。</p><p>同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人申报等解决方案。在招股说明书、公司年度报告等任何公开信息披露中引用本篇文章内容，需要获取前瞻产业研究院的正规授权。</p><p>更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查询平台。</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>特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】</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; 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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特斯拉FSD不如华为安全？余承东：FSD进步非常大，上限挺高但下限很低，路边停放的货车减都不减速直接撞过去【附自动驾驶技术现状分析】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b><strong>前瞻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：摄图网8月6日，鸿蒙智行享界S9及华为全场景新品发布会盛大举行，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，享界S9是华为与北汽联合打造，定位高端轿车。华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款豪华旗舰轿车，与问界M9共同组成双9旗舰。在大会上，余承东评价特斯拉FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BIDU":"百度","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0234570918.USD":"高盛全球核心股票组合Acc 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Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408071145489f160931&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2457134851","content_text":"图片来源：摄图网8月6日，鸿蒙智行享界S9及华为全场景新品发布会盛大举行，标志着全景智慧旗舰轿车享界S9的正式面世。据悉，享界S9是华为与北汽联合打造，定位高端轿车。华为终端董事长、智能汽车解决方案BU董事长余承东大会上表示，享界S9是鸿蒙智行首款豪华旗舰轿车，与问界M9共同组成双9旗舰。在大会上，余承东评价特斯拉FSD(全自动驾驶)称，华为研发团队早就去美国“偷偷”测过特斯拉的FSD，商用版本进步非常大，上限挺高但下限也很低。为什么这么说？余承东在发布会上吐槽：特斯拉测试时减速都不减速。路上停着静止不动的白色货车，减都不减速直接撞过去，绿色的货车不减速也去撞，还有开车的时候撞路沿，“一旦出现一次事故，就是车毁人亡。”余承东称ChatGPT等AI工具存在幻觉，有30%左右的错误率，而ADS 3.0的本能安全网络可以避免这种错误。余承东在大会上宣布，享界S9首发华为ADS 3.0，搭载192线激光雷达，从2D感知走向3D感知，实现端到端类人智驾。并且，华为的全向防碰撞3.0三大能力也同步升级，首发路面自适应AEB，湿滑路、雨雪路等提前舒适制动;首发eAES自动紧急避让，从仅刹停或仅换道，变成边刹车边换道。此外，还首发车位到车位的智驾功能，打通停车场到公开道路，可以实现全场景贯通。此前，余承东就曾表示，华为团队去美国多地对特斯拉FSD进行测试。从结果来看，华为有信心干翻对手。“特斯拉FSD做得很棒，方案不依赖高精地图，但我们的方案更好更安全”。回看自动驾驶技术发展情况：——自动驾驶已进入3.0时代根据2023(第七届)高工智能汽车年会上发布的《自动驾驶3.0时代，大模型重塑汽车智能化技术路线》，目前我国的自动驾驶已经进入了3.0时代。自动驾驶的1.0时代是硬件驱动，主要依靠激光雷达和人工规则的认知方式提供自动驾驶方案;2.0时代是软件驱动，特点是传感器单独输出结果，用小模型和少数据的模式提供自动驾驶方案;3.0时代是数据驱动时代，采用多模态传感器联合输出结果，用大模型大数据的模式提供自动驾驶方案。——自动驾驶专利技术申请情况从自动驾驶细分专利技术申请的热度来看，全球导航卫星系统具备较高的专利申请热度，专利申请总量达184467项，申请人数量达89664个;从技术跨度来看，全球导航卫星系统和惯性传感器技术专利跨度较大，技术跨度分别达531个和532个IPC小类;从技术市场覆盖广度来看，全球卫星导航系统、感性传感器和激光雷达均覆盖60个以上国家和地区，说明这些技术受到全球范围内的关注和研究。——头部企业自动驾驶架构对比根据小米技术发布会，小米智驾采用的底层算法为BEV+Transformer+占用网络，并将大模型技术全面融入。但相比较自动驾驶领域领先的特斯拉和华为，小米自动驾驶的底层算法仍类似于2022年特斯拉FSD V11，而2023年特斯拉则已开始正式训练端到端模型，并于2024年已发布FSD Beta V12测试版;对比国内厂商华为，华为采用BEV + Transformer+GOD网络(通用障碍物检测网络)架构，并基于道路拓扑推理网络进一步增强，在实际运行中性能优秀且降低了自动驾驶技术对于高精地图的依赖性。因此小米在自动驾驶算法上仍然需要持续跟进研发。——自动驾驶技术投资重点赛道从我国自动驾驶投融资热门赛道来看，2022-2023年，自动驾驶全栈解决方案融资热度较高，相关融资事件数量占比达到44%，此外，自动驾驶货运、激光雷达、自动驾驶芯片等细分技术领域企业也具备较高的融资热度。前瞻产业研究院分析认为，目前，自动驾驶已经在公共交通、出租车、物流和配送、城市基础设施等不同领域实现了多样化应用。未来随着技术的进一步发展和法规的完善，预计将有更多应用场景的出现。北京车网战略规划总监周唯表示，在车路云一体化技术成熟的情况下，自动驾驶汽车在保证行驶安全的情况下，驾车能力将超过人类。自动驾驶技术成熟后，出行成本会降低、出行效率会提升，将成为很多人出行的选择。前瞻经济学人APP资讯组更多本行业研究分析详见前瞻产业研究院《中国无人驾驶汽车（自动驾驶汽车）行业发展前景预测与投资战略规划分析报告》。同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人申报等解决方案。在招股说明书、公司年度报告等任何公开信息披露中引用本篇文章内容，需要获取前瞻产业研究院的正规授权。更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查询平台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653507148,"gmtCreate":1681099250984,"gmtModify":1681099257958,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","listText":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","text":"挺好用的单踏板模式，在中国被网暴以后，特斯拉也不得不低头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653507148","repostId":"2326652223","repostType":2,"repost":{"id":"2326652223","pubTimestamp":1681094700,"share":"https://www.laohu8.com/m/news/2326652223?lang=&edition=full","pubTime":"2023-04-10 10:45","market":"us","language":"zh","title":"选择权交给用户 特斯拉取消强制单踏板","url":"https://stock-news.laohu8.com/highlight/detail?id=2326652223","media":"汽车之家资讯","summary":"[汽车之家 资讯]  近日，特斯拉发布了OTA 2023.2.13.1的说明，取消了强制单踏板模式，将动能回收的强度选择权还给用户。此次OTA升级将对能量回收制动进行改进，用户可选择在行驶过程中松开加速踏板时的能量回收制动强度。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a> 资讯]  近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布了OTA 2023.2.13.1的说明，取消了强制单踏板模式，将动能回收的强度选择权还给用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410110020446d1542fonlxh3i9o\"/><p>此次OTA升级将对能量回收制动进行改进，用户可选择在行驶过程中松开加速踏板时的能量回收制动强度。</p><p>标准：提供最大限度的能量回收制动，当行驶过程中松开加速踏板时，能量回收制动降低车辆的速度并将任何剩余能量反馈回电池。</p><p>低：有限的能量回收制动，当行驶过程中松开加速踏板时，车辆需要更长时问降速且滑行距离相较“标准“设定下更长。</p><p>用户可在控制＞踏板和转向 ＞能量回收制动进行设置。此外，车辆的能量尺也会进行显示改进。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410110025993d154b2t00qpkq5q\"/><p>更多精彩视频，尽在汽车之家视频平台</p><p>此前，大家对于特斯拉单踏板模式的争议非常大，因为它强制用户使用单踏板，并没有给出选择权。单踏板为强动能回收前提下的一种模式，仅通过收踩电门就能完成加速减速和刹停，有部分人士认为这种模式“反人类”，是特斯拉频繁出现刹车失灵的罪魁祸首。当然，也有人认为这种模式非常方便。你认为呢？（文/汽车之家 邢月阳）</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>选择权交给用户 特斯拉取消强制单踏板</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023041011002782780758&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL 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2023.2.13.1的说明，取消了强制单踏板模式，将动能回收的强度选择权还给用户。此次OTA升级将对能量回收制动进行改进，用户可选择在行驶过程中松开加速踏板时的能量回收制动强度。标准：提供最大限度的能量回收制动，当行驶过程中松开加速踏板时，能量回收制动降低车辆的速度并将任何剩余能量反馈回电池。低：有限的能量回收制动，当行驶过程中松开加速踏板时，车辆需要更长时问降速且滑行距离相较“标准“设定下更长。用户可在控制＞踏板和转向 ＞能量回收制动进行设置。此外，车辆的能量尺也会进行显示改进。更多精彩视频，尽在汽车之家视频平台此前，大家对于特斯拉单踏板模式的争议非常大，因为它强制用户使用单踏板，并没有给出选择权。单踏板为强动能回收前提下的一种模式，仅通过收踩电门就能完成加速减速和刹停，有部分人士认为这种模式“反人类”，是特斯拉频繁出现刹车失灵的罪魁祸首。当然，也有人认为这种模式非常方便。你认为呢？（文/汽车之家 邢月阳）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659595956,"gmtCreate":1680130255876,"gmtModify":1680130257778,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"标题党！仅汽车销量高而己。利润还差远了。","listText":"标题党！仅汽车销量高而己。利润还差远了。","text":"标题党！仅汽车销量高而己。利润还差远了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659595956","repostId":"2323738486","repostType":2,"repost":{"id":"2323738486","pubTimestamp":1680125447,"share":"https://www.laohu8.com/m/news/2323738486?lang=&edition=full","pubTime":"2023-03-30 05:30","market":"us","language":"zh","title":"比亚迪2022利润大涨超特斯拉成全球第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2323738486","media":"视频","summary":"中国新能源汽车龙头企业比亚迪发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/01/ChMkLGQjmqeIFrYtAASm20Es4PUAAOTTgNO7l0ABKbz555.png\"/><div>\n<div><div></div></div>\n</div>\n<p><span>中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车龙头企业<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增长14.30%。</span></p><div><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/01/ChMkLGQjmqeIFrYtAASm20Es4PUAAOTTgNO7l0ABKbz555.png\"/><strong></strong></p></div><p><span>比亚迪在2022年累计生产新能源汽车187.70万辆，同比增长209.17%，累计销售新能源汽车186.35万辆，同比增长208.64%。比亚迪在2022年超越<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，再次问鼎全球新能源汽车销量冠军，并连续十年稳居中国新能源汽车销量第一。比亚迪的新能源汽车市场份额达到27%，同比2021年增长近10个百分点。</span></p><div><div><p><img src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t4465/274/1312544488/181559/5901b715/5910271dN7efdcc00.jpg\"/></p><p><strong>比亚迪，成就梦想：怎样运作IT，汽车和新能源</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥15.2元</p><p>进入购买</p></div></div><p><span>此外，比亚迪还达成了中国品牌中首个年销百万新能源汽车和首个下线第300万辆新能源汽车的双里程碑。这一系列成就助力中国从汽车大国迈向汽车强国。</span></p><p>本文属于原创文章，如若转载，请注明来源：比亚迪2022利润大涨超特斯拉成全球第一https://news.zol.com.cn/814/8147888.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/814/8147888.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/814/8147888.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">761</span>\n<span itemprop=\"description\">中国新能源汽车龙头企业比亚迪发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增...</span>\n</div></div>\n</div></body></html>","source":"zol_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\" content=\"telephone=no,email=no,address=no\" />\n<title>比亚迪2022利润大涨超特斯拉成全球第一</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比亚迪2022利润大涨超特斯拉成全球第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 05:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/814/8147888.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国新能源汽车龙头企业比亚迪发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增长14.30%。比亚迪在2022年累计生产新能源汽车187.70万辆，同比增长209.17%，累计...</p>\n\n<a href=\"http://news.zol.com.cn/814/8147888.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","SG9999006514.SGD":"United Asia Consumer Fund SGD","BK1515":"抗疫概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK1539":"汽车股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK1607":"新IT概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK1509":"特斯拉概念股","BK1582":"深圳本地概念股","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK1580":"烟草概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","00285":"比亚迪电子","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","01211":"比亚迪股份","BK1149":"通信设备","TSLA":"特斯拉","BK1589":"北水核心资产"},"source_url":"http://news.zol.com.cn/814/8147888.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323738486","content_text":"中国新能源汽车龙头企业比亚迪发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增长14.30%。比亚迪在2022年累计生产新能源汽车187.70万辆，同比增长209.17%，累计销售新能源汽车186.35万辆，同比增长208.64%。比亚迪在2022年超越特斯拉，再次问鼎全球新能源汽车销量冠军，并连续十年稳居中国新能源汽车销量第一。比亚迪的新能源汽车市场份额达到27%，同比2021年增长近10个百分点。比亚迪，成就梦想：怎样运作IT，汽车和新能源[经销商] 京东商城[产品售价] ￥15.2元进入购买此外，比亚迪还达成了中国品牌中首个年销百万新能源汽车和首个下线第300万辆新能源汽车的双里程碑。这一系列成就助力中国从汽车大国迈向汽车强国。本文属于原创文章，如若转载，请注明来源：比亚迪2022利润大涨超特斯拉成全球第一https://news.zol.com.cn/814/8147888.html\n\nhttps://news.zol.com.cn/814/8147888.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/814/8147888.html\nreport\n761\n中国新能源汽车龙头企业比亚迪发布2022年年报，营收4240.61亿元，同比增长96.20%，归母净利润166.22亿元，同比增长445.86%。其中汽车、汽车相关产品及其他产品业务收入为人民币3246.9亿元，同比增长151.78%，手机部件、组装及其他产品业务收入约人民币988.15亿元，同比增...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659266875,"gmtCreate":1680083806897,"gmtModify":1680083810378,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"睁眼说瞎话。","listText":"睁眼说瞎话。","text":"睁眼说瞎话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659266875","repostId":"2323225527","repostType":2,"repost":{"id":"2323225527","pubTimestamp":1680071504,"share":"https://www.laohu8.com/m/news/2323225527?lang=&edition=full","pubTime":"2023-03-29 14:31","market":"hk","language":"zh","title":"理想汽车CEO赞比亚迪：整车成本管理显著优于特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2323225527","media":"手机中国","summary":"人才方面，比亚迪员工总人数约60万 ，研发人员近7万。对此，理想汽车CEO李想补充到，第四季度的汽车毛利率22.8%，假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率不相上下，甚至表现更好。考虑到平均售价更低的因素，比亚迪整车成本管理显著优于特斯拉。数据显示，比亚迪1月生产新能源汽车15.42万辆，同比增长63.85%；销售新能源汽车15.13万辆，同比增长62.44%。","content":"<html><body><article><p>【CNMO新闻】近日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布了该集团在2022年的财报数据。数据显示，比亚迪2022全年营收4240.61亿元，增长96.2%；<span>净利润</span>166.22亿元，同比增长445.86%，净利润率3.75%，全面领先汽车行业整体水平。</p><img src=\"https://inews.gtimg.com/om_bt/OjMgV-WrujMj53ZPEWDnHPMOaWSmFiWjMcz8OhW2HppWIAA/0\"/><p>比亚迪</p><p>此外，有相关专业人士分析到，比亚迪总<span>资产</span>4939亿，总<span>负债</span>3724亿，净资产1214亿，负债率上升到75%，快赶上房地产公司了。人才方面，比亚迪员工总人数约60万 ，研发人员近7万。硕士7827人，同比增长98%。博士生590人，同比翻了一倍。</p><p>对此，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想补充到，第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。考虑到平均售价更低的因素，比亚迪整车成本管理显著优于特斯拉。财务是最理性的考试题，这个答卷非常优秀！</p><p>可以看出，虽然同为新能源汽车市场的竞争对手，但李想对比亚迪2022年的“战绩”也十分钦佩。</p><p>数据显示，比亚迪1月生产新能源汽车15.42万辆，同比增长63.85%；销售新能源汽车15.13万辆，同比增长62.44%。而该车企的2月份销量高达193655辆，同比增长112.6%，其中乘用车销量为191664辆，同比增长112.3%。</p><p>关于理想汽车，该车企2月份销量16620辆，同比增长97.5%，环比增长10%，成为众多造车新势力中的佼佼者。</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>理想汽车CEO赞比亚迪：整车成本管理显著优于特斯拉</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理想汽车CEO赞比亚迪：整车成本管理显著优于特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230329143441827292f0&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO新闻】近日，比亚迪发布了该集团在2022年的财报数据。数据显示，比亚迪2022全年营收4240.61亿元，增长96.2%；净利润166.22亿元，同比增长445.86%，净利润率3.75%，全面领先汽车行业整体水平。比亚迪此外，有相关专业人士分析到，比亚迪总资产4939亿，总负债3724亿，净资产1214亿，负债率上升到75%，快赶上房地产公司了。人才方面，比亚迪员工总人数约60万 ，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230329143441827292f0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","BK1575":"同股不同权","02015":"理想汽车-W","01211":"比亚迪股份","BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","LI":"理想汽车","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230329143441827292f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2323225527","content_text":"【CNMO新闻】近日，比亚迪发布了该集团在2022年的财报数据。数据显示，比亚迪2022全年营收4240.61亿元，增长96.2%；净利润166.22亿元，同比增长445.86%，净利润率3.75%，全面领先汽车行业整体水平。比亚迪此外，有相关专业人士分析到，比亚迪总资产4939亿，总负债3724亿，净资产1214亿，负债率上升到75%，快赶上房地产公司了。人才方面，比亚迪员工总人数约60万 ，研发人员近7万。硕士7827人，同比增长98%。博士生590人，同比翻了一倍。对此，理想汽车CEO李想补充到，第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。考虑到平均售价更低的因素，比亚迪整车成本管理显著优于特斯拉。财务是最理性的考试题，这个答卷非常优秀！可以看出，虽然同为新能源汽车市场的竞争对手，但李想对比亚迪2022年的“战绩”也十分钦佩。数据显示，比亚迪1月生产新能源汽车15.42万辆，同比增长63.85%；销售新能源汽车15.13万辆，同比增长62.44%。而该车企的2月份销量高达193655辆，同比增长112.6%，其中乘用车销量为191664辆，同比增长112.3%。关于理想汽车，该车企2月份销量16620辆，同比增长97.5%，环比增长10%，成为众多造车新势力中的佼佼者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659675773,"gmtCreate":1680058777892,"gmtModify":1680058779505,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"说了这么多的不是，又不敢做空，还不是废话。","listText":"说了这么多的不是，又不敢做空，还不是废话。","text":"说了这么多的不是，又不敢做空，还不是废话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659675773","repostId":"1129951895","repostType":2,"repost":{"id":"1129951895","pubTimestamp":1680056088,"share":"https://www.laohu8.com/m/news/1129951895?lang=&edition=full","pubTime":"2023-03-29 10:14","market":"us","language":"en","title":"Tesla Stock - I Have Warned You","url":"https://stock-news.laohu8.com/highlight/detail?id=1129951895","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s prices for the most expensive models have been reduced.This is obviously a prob","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla, Inc.&#39;s prices for the most expensive models have been reduced.</li><li>This is obviously a problem for the EV maker&#39;s profit margins.</li><li>A recession is near, and the EV market is not going through its best days.</li><li>Tesla stock is ridiculously overvalued.</li><li>I would not recommend to short sell Tesla stock, either.</li></ul><p><img src=\"https://static.tigerbbs.com/15402ca3ce706835733f8b286527cedb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>jetcityimage</p><p><b>Tesla, Inc.</b>(NASDAQ:TSLA) stock has gained sincemy last article. Yet, the recent banking crisis and, most importantly, the fact the company was forced to decrease its Model S and Model X prices make me somewhat concerned. I mentioned inmy previous article that as a popular stock,Tesla might well risein value. However, the fundamentals were not there and are even worse now. But let me explain this later on.</p><h2>Tesla&#39;s news</h2><p>Let me first mention that Model S and Model X models are considered to beluxurious. In my view, electric vehicles generally are considered to be premium-class goods. Indeed, it is much cheaper to buy a used car powered on normal petrol than it is to buy an electric vehicle (&#34;EV&#34;). But Model S and Model X are more expensive than other cars produced by Tesla. The demand for such premiumgoods produced by Tesla is normally inelastic to price cuts. Let me explain.</p><p>Higher-income, environmentally cautious consumers that also like Elon Musk&#39;s brand are likely to be Tesla&#39;s potential customers. They want to buy a higher-class good and are not prevented from doing so even if the price of this good rises somewhat. But recently Tesla&#39;s management even had to decrease the prices of its higher-class cars<i>twice</i>. To me, this signals a substantial fall in demand. And the management is doing the best it can to somehow mitigate the situation.</p><p><img src=\"https://static.tigerbbs.com/dc37395688a1638838e425bc1117e759\" tg-width=\"565\" tg-height=\"298\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Oilprice.com</p><p>Please have a lookat the table above. Before January 12, Tesla&#39;s Model X Plaid used to cost $138,990. Now its price is only $109 990. This is Tesla&#39;s most expensive model, and the costs to produce it are also the highest of the whole product range. The prices for other models were also substantially cut.</p><p>Obviously, this means that Tesla&#39;s profit margins should fall even lower. The impact of these price cuts on<i>long-term</i>demand still remains to be seen.</p><p>Theinvestor&#39;s presentationalso signaled that Tesla did not provide specifics about the company&#39;s new models. There is nothing tragic about a<i>conservative</i>company not coming up with new products and outstanding innovations every year, indeed. But in order to compensate for this, it has to be a very stable cash cow to provide real value for its investors. Tesla, however, positions itself as a high-growth company but has not<i>recently</i>come up with any innovations. Instead, a lot has been said about the company&#39;s past achievements.</p><h2>The industries Tesla operates in</h2><p>I would rather agree with the thesis that the industries Tesla operates in, namely electric vehicles, energy storage, and artificial intelligence, all have a bright future. After all, the green energy trend is very popular in many countries. Climate-conscious consumers are all of Tesla&#39;s existing and potential customers. However, there are too many unknowns, in my opinion.</p><p>The whole electric vehicle market is facing fairly thin profit margins. But it is still quite strange to say that only Tesla would be the one to gain as soon as the whole sector manages to lower the costs and boost the revenues. I know many Tesla fans expect Elon Musk&#39;s company to become the next Apple (AAPL) in terms of profitability and cash reserves. They also say Tesla would maintain its leading market position and become a cash cow. But too many assumptions are made here.</p><p>A relatively small proportion of Tesla&#39;s business is indeed devoted to energy storage. Obviously, quite little revenue is generated by this. Although this business division has been showing excellent growth, the company reportedly postponed its solar roof installations. Moreover, in autumn 2022 one of its Megapack batteries caught fire at a power storage site in California.</p><p>As concerns Tesla&#39;s artificial intelligence technologies, the company is not monetizing these just yet. It has splendid projects to use AI to cut production costs, but these plans have not come true just yet. Moreover, artificial intelligence technologies are quite new and we cannot accurately predict just how profitable they may be for Tesla. Yet, the valuations take these mega-plans into account.</p><h2>Macroeconomic risks for Tesla stock</h2><p>The risks for Tesla stock are obvious, in my view, now when the banking system is not going through its best days. TSLA is a typical glamorous and overvalued stock. It is rising during fair days and is doing bad when the global economy is suffering. The Fed still predicts one more interest hike this year in spite of the whole banking turmoil. All investors, myself included, would not do well in that case. But particularly at risk are companies that are not very profitable. Also, stocks that are overvalued would not do particularly well. The most obvious example is that of TSLA stock. I will explain this in the next section of my article.</p><h2>Valuations</h2><p>Tesla&#39;s stock is still overvalued in spite of the fact it is trading sufficiently below its all-time highs.</p><p>Let&#39;s start with the company&#39;s price-to-earnings (P/E) ratio history.</p><p><img src=\"https://static.tigerbbs.com/cad2e820c78b04f89b43d3fdd949bf1d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Sure, compared to what it used to be before, TSLA stock seems to be excellent value for money. But a P/E of 53 is unreasonable, even for a high-tech company with a bright future.</p><p>The same is true of the company&#39;s price-to-free cash flow (P/CF) ratio.</p><p><img src=\"https://static.tigerbbs.com/0dacbf517cc9f522da89e3c5d66eaee2\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>The current P/FCF of 88 is extremely high, especially given the fact the company&#39;s cash position has improved.</p><p>To finish off my valuation analysis, let me also show you Tesla&#39;s price-to-book (P/B) ratio graph.</p><p><img src=\"https://static.tigerbbs.com/632086a60cde6f6501cd8eefe9a3cb58\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Just a friendly reminder that a &#34;good&#34; P/B ratio should ideally be between 1 and 3. Tesla&#39;s is almost 14.</p><p>So, TSLA is extremely overvalued, especially if we assume a recession is near.</p><h2>Risks to my thesis</h2><ul><li>The first risk is the fact Tesla stock is very popular and many investors seek opportunities to add to their positions.</li><li>The Fed will start easing, thus preventing recession. This is obviously bullish for all companies, not just Tesla.</li><li>Tesla will become the &#34;next Apple&#34; in terms of debt, cash, profitability, and market size. However, it is still a risk to pay so much money for a company that is forced to substantially reduce its profit margins and is facing so much competition.</li><li>After all, the company&#39;s cash position has improved. The revolving credit facility has been extended and Tesla&#39;s credit rating is finally one notch above junk.</li><li>Tesla has some new technologies, including artificial intelligence and smart production innovations. I gave the company credit for these inmy previous article.</li></ul><h2>Conclusion</h2><p>Overall, Tesla, Inc. is being forced to cut its pricing even for the most luxurious models, which is quite a worrying sign. TSLA stock is overvalued. We might face a recession in the near future, which would mean even more downside for both Tesla&#39;s EV business and its stock price. At the same time, I would not short-sell TSLA stock, either, given Tesla&#39;s cash and debt improvements. So, overall, I remain cautiously bearish on TSLA stock.</p></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>Tesla Stock - I Have Warned You</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\">\nTesla Stock - I Have Warned You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590615-tesla-stock-i-have-warned-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s prices for the most expensive models have been reduced.This is obviously a problem for the EV maker's profit margins.A recession is near, and the EV market is not going through ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590615-tesla-stock-i-have-warned-you\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4590615-tesla-stock-i-have-warned-you","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129951895","content_text":"SummaryTesla, Inc.'s prices for the most expensive models have been reduced.This is obviously a problem for the EV maker's profit margins.A recession is near, and the EV market is not going through its best days.Tesla stock is ridiculously overvalued.I would not recommend to short sell Tesla stock, either.jetcityimageTesla, Inc.(NASDAQ:TSLA) stock has gained sincemy last article. Yet, the recent banking crisis and, most importantly, the fact the company was forced to decrease its Model S and Model X prices make me somewhat concerned. I mentioned inmy previous article that as a popular stock,Tesla might well risein value. However, the fundamentals were not there and are even worse now. But let me explain this later on.Tesla's newsLet me first mention that Model S and Model X models are considered to beluxurious. In my view, electric vehicles generally are considered to be premium-class goods. Indeed, it is much cheaper to buy a used car powered on normal petrol than it is to buy an electric vehicle (\"EV\"). But Model S and Model X are more expensive than other cars produced by Tesla. The demand for such premiumgoods produced by Tesla is normally inelastic to price cuts. Let me explain.Higher-income, environmentally cautious consumers that also like Elon Musk's brand are likely to be Tesla's potential customers. They want to buy a higher-class good and are not prevented from doing so even if the price of this good rises somewhat. But recently Tesla's management even had to decrease the prices of its higher-class carstwice. To me, this signals a substantial fall in demand. And the management is doing the best it can to somehow mitigate the situation.Oilprice.comPlease have a lookat the table above. Before January 12, Tesla's Model X Plaid used to cost $138,990. Now its price is only $109 990. This is Tesla's most expensive model, and the costs to produce it are also the highest of the whole product range. The prices for other models were also substantially cut.Obviously, this means that Tesla's profit margins should fall even lower. The impact of these price cuts onlong-termdemand still remains to be seen.Theinvestor's presentationalso signaled that Tesla did not provide specifics about the company's new models. There is nothing tragic about aconservativecompany not coming up with new products and outstanding innovations every year, indeed. But in order to compensate for this, it has to be a very stable cash cow to provide real value for its investors. Tesla, however, positions itself as a high-growth company but has notrecentlycome up with any innovations. Instead, a lot has been said about the company's past achievements.The industries Tesla operates inI would rather agree with the thesis that the industries Tesla operates in, namely electric vehicles, energy storage, and artificial intelligence, all have a bright future. After all, the green energy trend is very popular in many countries. Climate-conscious consumers are all of Tesla's existing and potential customers. However, there are too many unknowns, in my opinion.The whole electric vehicle market is facing fairly thin profit margins. But it is still quite strange to say that only Tesla would be the one to gain as soon as the whole sector manages to lower the costs and boost the revenues. I know many Tesla fans expect Elon Musk's company to become the next Apple (AAPL) in terms of profitability and cash reserves. They also say Tesla would maintain its leading market position and become a cash cow. But too many assumptions are made here.A relatively small proportion of Tesla's business is indeed devoted to energy storage. Obviously, quite little revenue is generated by this. Although this business division has been showing excellent growth, the company reportedly postponed its solar roof installations. Moreover, in autumn 2022 one of its Megapack batteries caught fire at a power storage site in California.As concerns Tesla's artificial intelligence technologies, the company is not monetizing these just yet. It has splendid projects to use AI to cut production costs, but these plans have not come true just yet. Moreover, artificial intelligence technologies are quite new and we cannot accurately predict just how profitable they may be for Tesla. Yet, the valuations take these mega-plans into account.Macroeconomic risks for Tesla stockThe risks for Tesla stock are obvious, in my view, now when the banking system is not going through its best days. TSLA is a typical glamorous and overvalued stock. It is rising during fair days and is doing bad when the global economy is suffering. The Fed still predicts one more interest hike this year in spite of the whole banking turmoil. All investors, myself included, would not do well in that case. But particularly at risk are companies that are not very profitable. Also, stocks that are overvalued would not do particularly well. The most obvious example is that of TSLA stock. I will explain this in the next section of my article.ValuationsTesla's stock is still overvalued in spite of the fact it is trading sufficiently below its all-time highs.Let's start with the company's price-to-earnings (P/E) ratio history.Data byYChartsSure, compared to what it used to be before, TSLA stock seems to be excellent value for money. But a P/E of 53 is unreasonable, even for a high-tech company with a bright future.The same is true of the company's price-to-free cash flow (P/CF) ratio.Data byYChartsThe current P/FCF of 88 is extremely high, especially given the fact the company's cash position has improved.To finish off my valuation analysis, let me also show you Tesla's price-to-book (P/B) ratio graph.Data byYChartsJust a friendly reminder that a \"good\" P/B ratio should ideally be between 1 and 3. Tesla's is almost 14.So, TSLA is extremely overvalued, especially if we assume a recession is near.Risks to my thesisThe first risk is the fact Tesla stock is very popular and many investors seek opportunities to add to their positions.The Fed will start easing, thus preventing recession. This is obviously bullish for all companies, not just Tesla.Tesla will become the \"next Apple\" in terms of debt, cash, profitability, and market size. However, it is still a risk to pay so much money for a company that is forced to substantially reduce its profit margins and is facing so much competition.After all, the company's cash position has improved. The revolving credit facility has been extended and Tesla's credit rating is finally one notch above junk.Tesla has some new technologies, including artificial intelligence and smart production innovations. I gave the company credit for these inmy previous article.ConclusionOverall, Tesla, Inc. is being forced to cut its pricing even for the most luxurious models, which is quite a worrying sign. TSLA stock is overvalued. We might face a recession in the near future, which would mean even more downside for both Tesla's EV business and its stock price. At the same time, I would not short-sell TSLA stock, either, given Tesla's cash and debt improvements. So, overall, I remain cautiously bearish on TSLA stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650916409,"gmtCreate":1678822490702,"gmtModify":1678822493695,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"便宜没好货，这样配置会输钱。","listText":"便宜没好货，这样配置会输钱。","text":"便宜没好货，这样配置会输钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650916409","repostId":"2319981700","repostType":2,"repost":{"id":"2319981700","pubTimestamp":1678776378,"share":"https://www.laohu8.com/m/news/2319981700?lang=&edition=full","pubTime":"2023-03-14 14:46","market":"us","language":"en","title":"Better Buy: Tesla, or a 50/50 Split Between Nio and Rivian?","url":"https://stock-news.laohu8.com/highlight/detail?id=2319981700","media":"Motley Fool","summary":"The electric vehicle industry is under pressure, but there are opportunities in it for patient investors.","content":"<html><head></head><body><p>The electric vehicle (EV) industry was not kind to investors in 2022. Shares of <b>Tesla</b>, <b>Nio</b>, and <b>Rivian Automotive</b> all suffered their worst calendar year performances ever -- falling by 65%, 69%, and 82%, respectively.</p><p>Even after the sell-off, Tesla has remained an EV market leader for the last few years. And the stock has been rebounding nicely in 2022. But is now the time to stick with a proven winner like Tesla or to take a leap by adding less-proven growth stocks like Nio and Rivian to your portfolio?</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is already diversified</h2><p><b>Howard Smith (Tesla):</b> It&#39;s important to own a generally diversified portfolio, but one should also pay attention to one&#39;s diversification within sectors. The EV sector is still in an early stage of its evolution, and it&#39;s far from clear which of today&#39;s players will wind up winners and which will be losers. One winner as far as profitability goes is Tesla. However, that doesn&#39;t make it risk-free as an investment by any means. That&#39;s why it makes sense to look at adding various other EV industry names to one&#39;s portfolio.</p><p>While Nio and Rivian could both turn out to be successful, owning Tesla stock already gives one exposure to what they offer investors. Nio does business in China and is expanding to Europe. China-based <b>BYD</b> and, to a lesser extent, Tesla, already dominate China&#39;s EV market. And Tesla&#39;s German plant is ramping up production quickly to help supply Europe. The Berlin factory alone reportedly now produces 4,000 vehicles each week. For perspective, Nio only expects to deliver between 31,000 and 33,000 EVs in the entire first quarter.</p><p>Rivian began its life as a public company in the consumer light truck market -- a different EV niche than Tesla. But Tesla is about to start encroaching on Rivian&#39;s turf -- it expects to begin deliveries of its Cybertruck this year. Industry followers have estimated that there are already about 1.5 million preorders for the Cybertruck, based on a crowdsourced reservation tracker.</p><p>Tesla&#39;s business is already diversified and successful. The risk for investors now is really with the stock&#39;s valuation. After the recent recovery in its share price, its price-to-earnings ratio is up to 50. Though that is historically lower than past valuation levels for Tesla, it is still considered high relative to the rest of the stock market.</p><p><img src=\"https://static.tigerbbs.com/2a736247c4f85b27ea5fd034aaa82899\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA PE Ratio data by YCharts.</p><p>The company continues to grow at an accelerated rate, though. Different stocks bring different risks for investors. But buying Tesla stock is arguably less of a risk than investing in early stage EV makers that have yet to prove themselves as businesses.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a> and <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> are worth a look for growth-orientated investors</h2><p><b>Daniel Foelber (Nio/Rivian):</b> 2022 was a disappointing year for Nio and Rivian as both companies suffered their largest-ever annual losses -- with Nio losing $2.2 billion and Rivian losing $6.8 billion.</p><p>Nio is forecasting a sales slowdown in March, and its fourth-quarter loss was higher than expected. Meanwhile, Rivian has $12 billion in cash, cash equivalents, and restricted cash on its balance sheet -- but management has said that given its high rate of cash burn, it&#39;s &#34;confident&#34; that will be enough to fund its operations through 2025. The company is already looking beyond that, however, and just announced it raised another $1.5 billion in convertible notes. It&#39;s also forecasting an adjusted EBITDA loss of $4.3 billion in 2023.</p><p>Yet Nio and Rivian are starting to emerge as two standout EV makers with serious growth potential. While Nio is tackling different price points, mainly with electric sedans and SUVs, Rivian is staking its claim on the electric pickup truck, SUV, and delivery van markets.</p><p>Both companies are banking on scaling up production to reduce losses and improve margins. And while Nio has far higher production than Rivian, Rivian is also growing faster and is forecasting its production will double in 2023 to 50,000 units.</p><p>Rivian and Nio will need to prove they can become and stay profitable. But until that happens, their price-to-sales (P/S) ratios provide a good reading on how much cheaper they have become.</p><p><img src=\"https://static.tigerbbs.com/50db07e8a6d13de2cbfb149cace7cacb\" tg-width=\"720\" tg-height=\"584\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO PS Ratio (Forward) data by YCharts.</p><p>Nio&#39;s forward P/S ratio of 1.3 and Rivian&#39;s ratio of 3.4 aren&#39;t as low as the metrics of legacy automakers like <b>Ford</b> or <b>General Motors</b>. But they are quite a bit lower than Tesla or their fellow EV start-up <b>Lucid Group</b>.</p><p>Moreover, their forward P/S ratios are much lower than they were a year ago, when Nio&#39;s was 4.6 and Rivian&#39;s was 23.</p><p>Tesla is by far the safer and more proven company. But Nio and Rivan have loads of growth potential and increasingly attractive risk-to-potential-reward profiles as their stock prices continue to tumble. It&#39;s a close call, but I&#39;d rather split my money 50/50 between Nio and Rivian shares than invest it in Tesla right now.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/NIO\">Nio</a>, and <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> are all worth a look</h2><p>Tesla may be the front-runner in the EV race. But its performance and growth rate will have to keep pace with the stock&#39;s valuation in order for Tesla to be a compelling buy after it started the year off as the hottest stock in the <b>S&amp;P 500</b>.</p><p>Meanwhile, Nio and Rivian&#39;s valuations have come way down, but even their current levels can only be justified by future earnings -- which neither company has proven it can produce. The EV industry remains a highly uncertain investment area, especially when there is heightened potential for the U.S. to enter a recession and/or a period of slowing demand. The decision of which is the better place to put your money -- into Tesla, or splitting it between Nio and Rivian -- will come down to your risk tolerance and time horizon.</p><p>An investor can always avoid early stage uncertainty simply by waiting for an investment thesis to play out further, but that increases one&#39;s risk of having to pay a higher price for a stock down the road. On the other hand, buying a stock when uncertainty is high presents a greater potential for stronger returns, but also more risk.</p></body></html>","source":"fool_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\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Tesla, or a 50/50 Split Between Nio and Rivian?</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\">\nBetter Buy: Tesla, or a 50/50 Split Between Nio and Rivian?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/13/better-buy-tesla-split-of-nio-and-rivian-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle (EV) industry was not kind to investors in 2022. Shares of Tesla, Nio, and Rivian Automotive all suffered their worst calendar year performances ever -- falling by 65%, 69%, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/13/better-buy-tesla-split-of-nio-and-rivian-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/13/better-buy-tesla-split-of-nio-and-rivian-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319981700","content_text":"The electric vehicle (EV) industry was not kind to investors in 2022. Shares of Tesla, Nio, and Rivian Automotive all suffered their worst calendar year performances ever -- falling by 65%, 69%, and 82%, respectively.Even after the sell-off, Tesla has remained an EV market leader for the last few years. And the stock has been rebounding nicely in 2022. But is now the time to stick with a proven winner like Tesla or to take a leap by adding less-proven growth stocks like Nio and Rivian to your portfolio?Tesla is already diversifiedHoward Smith (Tesla): It's important to own a generally diversified portfolio, but one should also pay attention to one's diversification within sectors. The EV sector is still in an early stage of its evolution, and it's far from clear which of today's players will wind up winners and which will be losers. One winner as far as profitability goes is Tesla. However, that doesn't make it risk-free as an investment by any means. That's why it makes sense to look at adding various other EV industry names to one's portfolio.While Nio and Rivian could both turn out to be successful, owning Tesla stock already gives one exposure to what they offer investors. Nio does business in China and is expanding to Europe. China-based BYD and, to a lesser extent, Tesla, already dominate China's EV market. And Tesla's German plant is ramping up production quickly to help supply Europe. The Berlin factory alone reportedly now produces 4,000 vehicles each week. For perspective, Nio only expects to deliver between 31,000 and 33,000 EVs in the entire first quarter.Rivian began its life as a public company in the consumer light truck market -- a different EV niche than Tesla. But Tesla is about to start encroaching on Rivian's turf -- it expects to begin deliveries of its Cybertruck this year. Industry followers have estimated that there are already about 1.5 million preorders for the Cybertruck, based on a crowdsourced reservation tracker.Tesla's business is already diversified and successful. The risk for investors now is really with the stock's valuation. After the recent recovery in its share price, its price-to-earnings ratio is up to 50. Though that is historically lower than past valuation levels for Tesla, it is still considered high relative to the rest of the stock market.TSLA PE Ratio data by YCharts.The company continues to grow at an accelerated rate, though. Different stocks bring different risks for investors. But buying Tesla stock is arguably less of a risk than investing in early stage EV makers that have yet to prove themselves as businesses.Nio and Rivian are worth a look for growth-orientated investorsDaniel Foelber (Nio/Rivian): 2022 was a disappointing year for Nio and Rivian as both companies suffered their largest-ever annual losses -- with Nio losing $2.2 billion and Rivian losing $6.8 billion.Nio is forecasting a sales slowdown in March, and its fourth-quarter loss was higher than expected. Meanwhile, Rivian has $12 billion in cash, cash equivalents, and restricted cash on its balance sheet -- but management has said that given its high rate of cash burn, it's \"confident\" that will be enough to fund its operations through 2025. The company is already looking beyond that, however, and just announced it raised another $1.5 billion in convertible notes. It's also forecasting an adjusted EBITDA loss of $4.3 billion in 2023.Yet Nio and Rivian are starting to emerge as two standout EV makers with serious growth potential. While Nio is tackling different price points, mainly with electric sedans and SUVs, Rivian is staking its claim on the electric pickup truck, SUV, and delivery van markets.Both companies are banking on scaling up production to reduce losses and improve margins. And while Nio has far higher production than Rivian, Rivian is also growing faster and is forecasting its production will double in 2023 to 50,000 units.Rivian and Nio will need to prove they can become and stay profitable. But until that happens, their price-to-sales (P/S) ratios provide a good reading on how much cheaper they have become.NIO PS Ratio (Forward) data by YCharts.Nio's forward P/S ratio of 1.3 and Rivian's ratio of 3.4 aren't as low as the metrics of legacy automakers like Ford or General Motors. But they are quite a bit lower than Tesla or their fellow EV start-up Lucid Group.Moreover, their forward P/S ratios are much lower than they were a year ago, when Nio's was 4.6 and Rivian's was 23.Tesla is by far the safer and more proven company. But Nio and Rivan have loads of growth potential and increasingly attractive risk-to-potential-reward profiles as their stock prices continue to tumble. It's a close call, but I'd rather split my money 50/50 between Nio and Rivian shares than invest it in Tesla right now.Tesla, Nio, and Rivian are all worth a lookTesla may be the front-runner in the EV race. But its performance and growth rate will have to keep pace with the stock's valuation in order for Tesla to be a compelling buy after it started the year off as the hottest stock in the S&P 500.Meanwhile, Nio and Rivian's valuations have come way down, but even their current levels can only be justified by future earnings -- which neither company has proven it can produce. The EV industry remains a highly uncertain investment area, especially when there is heightened potential for the U.S. to enter a recession and/or a period of slowing demand. The decision of which is the better place to put your money -- into Tesla, or splitting it between Nio and Rivian -- will come down to your risk tolerance and time horizon.An investor can always avoid early stage uncertainty simply by waiting for an investment thesis to play out further, but that increases one's risk of having to pay a higher price for a stock down the road. On the other hand, buying a stock when uncertainty is high presents a greater potential for stronger returns, but also more risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624443872,"gmtCreate":1677664128696,"gmtModify":1677664130888,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"给说刹车失灵一记响亮耳光","listText":"给说刹车失灵一记响亮耳光","text":"给说刹车失灵一记响亮耳光","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624443872","repostId":"2316769525","repostType":2,"repost":{"id":"2316769525","pubTimestamp":1677659269,"share":"https://www.laohu8.com/m/news/2316769525?lang=&edition=full","pubTime":"2023-03-01 16:27","market":"us","language":"zh","title":"特斯拉潮州事故鉴定文件曝光：刹车一直处于“OFF”状态","url":"https://stock-news.laohu8.com/highlight/detail?id=2316769525","media":"鞭牛士","summary":"数据显示，在车辆高速行驶的整个过程中，加速踏板开度全程 100%，而刹车一直处于“OFF”状态。2 月 28 日下午，红星新闻曾报道称，特斯拉潮州事故有了新进展，鉴定结果已给到潮州警方。此前，据南方都市报报道，涉事特斯拉车主的儿子詹先生曾表示，父亲驾驶车辆准备靠边停车，踩下制动踏板时发现踏板很硬，深踩后依旧无法停车。车子驶上公路后突然自动加速，狂奔了约2.6公里，猛踩刹车也毫无作用，其间撞倒了多台车辆，造成人员伤亡。","content":"<html><body><article><p>鞭牛士 3月1日消息，据IT之家报道，鉴定结果已出的消息曝光后，博主“ID_韩潮”在微博公开了本次事故的 EDR 文件。数据显示，在车辆高速行驶的整个过程中，加速踏板开度全程 100%，而刹车一直处于“OFF”状态。</p><p>2 月 28 日下午，红星新闻曾报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>潮州事故有了新进展，鉴定结果已给到潮州警方。对于鉴定结果，司法鉴定科学研究院拒绝接受媒体采访，也不会进行公布。</p><p>此前，据南方都市报报道，涉事特斯拉车主的儿子詹先生曾表示，父亲驾驶车辆准备靠边停车，踩下制动踏板时发现踏板很硬，深踩后依旧无法停车。车子驶上公路后突然自动加速，狂奔了约2.6公里，猛踩刹车也毫无作用，其间撞倒了多台车辆，造成人员伤亡。</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>特斯拉潮州事故鉴定文件曝光：刹车一直处于“OFF”状态</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; 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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特斯拉潮州事故鉴定文件曝光：刹车一直处于“OFF”状态\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 16:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030116300982642ce6&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鞭牛士 3月1日消息，据IT之家报道，鉴定结果已出的消息曝光后，博主“ID_韩潮”在微博公开了本次事故的 EDR 文件。数据显示，在车辆高速行驶的整个过程中，加速踏板开度全程 100%，而刹车一直处于“OFF”状态。2 月 28 日下午，红星新闻曾报道称，特斯拉潮州事故有了新进展，鉴定结果已给到潮州警方。对于鉴定结果，司法鉴定科学研究院拒绝接受媒体采访，也不会进行公布。此前，据南方都市报报道，涉事...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030116300982642ce6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) 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3月1日消息，据IT之家报道，鉴定结果已出的消息曝光后，博主“ID_韩潮”在微博公开了本次事故的 EDR 文件。数据显示，在车辆高速行驶的整个过程中，加速踏板开度全程 100%，而刹车一直处于“OFF”状态。2 月 28 日下午，红星新闻曾报道称，特斯拉潮州事故有了新进展，鉴定结果已给到潮州警方。对于鉴定结果，司法鉴定科学研究院拒绝接受媒体采访，也不会进行公布。此前，据南方都市报报道，涉事特斯拉车主的儿子詹先生曾表示，父亲驾驶车辆准备靠边停车，踩下制动踏板时发现踏板很硬，深踩后依旧无法停车。车子驶上公路后突然自动加速，狂奔了约2.6公里，猛踩刹车也毫无作用，其间撞倒了多台车辆，造成人员伤亡。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624363795,"gmtCreate":1677082798117,"gmtModify":1677082799680,"author":{"id":"3502570996882843","authorId":"3502570996882843","name":"YYC888","avatar":"https://static.tigerbbs.com/0da36ad19b3697975b1ff6a9726e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502570996882843","idStr":"3502570996882843"},"themes":[],"htmlText":"只看过去，只会错过机会。","listText":"只看过去，只会错过机会。","text":"只看过去，只会错过机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624363795","repostId":"2313059413","repostType":2,"repost":{"id":"2313059413","pubTimestamp":1677226034,"share":"https://www.laohu8.com/m/news/2313059413?lang=&edition=full","pubTime":"2023-02-24 16:07","market":"us","language":"en","title":"Tesla: Automaker Or Tech Company? My Take And My Investing Choice","url":"https://stock-news.laohu8.com/highlight/detail?id=2313059413","media":"Seeking Alpha","summary":"SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or ","content":"<html><head></head><body><h2>Summary</h2><ul><li>The big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?</li><li>In this article, I would like to share how I have come to find the answer.</li><li>I will share my investing choice, talking about Tesla&#39;s current valuation and potential investing alternatives.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43d9444e059df9e26126c6a2ea34e297\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>coffeekai</span></p><h2>Introduction</h2><p>Tesla, Inc. (NASDAQ:TSLA) is one of those stocks - and companies - very difficult to write about without being caught in the fight between fans and haters. This is why, though quite interested in the automotive industry, I have been hesitant to writeabout it. In truth, there has been a lot of buzz about electric vehicles (&#34;EVs&#34;), and I think it hard to deny Tesla was a stock that experienced a lot of hype, leading to extreme valuations. This has made me cautious about it, as I know buzz and hype can be exciting but can lead to rash investing decisions.</p><p>To be clear from the beginning of this article, I am no Tesla detractor. However, I am no Tesla investor, either. I do think Tesla is a great company, whose future is probably going to be quite bright. On the other hand, thereare a few things about the stock that rule it out of my portfolio where I actually own three other automakers.</p><p>In this article, I will share for the first time my view on Tesla, hoping to present my thesis as objectively as possible. At the same time, I would like to show why I am currently building up a position in what seems to me an underestimated competitor of Tesla.</p><h2>The big question about Tesla</h2><p>The first question I had to find an answer to assess Tesla was the following: what kind of company do I think Tesla is?</p><p>We generally find two answers that revolve around these two concepts:</p><ol><li>Tesla is a tech company</li><li>Tesla is an automaker.</li></ol><p>I know things can be more complex, but as far as my research goes I really think this is the crossroad where two different investing views and strategies diverge.</p><p>I find myself agreeing with the second answer: Tesla is an automaker. This is somewhat supported by what the company states in its 10-k.</p><blockquote>We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, and continue to grow our customer-facing infrastructure through a global network of vehicle service centers, Mobile Service, body shops, Supercharger stations and Destination Chargers to accelerate the widespread adoption of our products. We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety. We also strive to lower the cost of ownership for our customers through continuous efforts to reduce manufacturing costs and by offering financial and other services tailored to our products.</blockquote><p>To be fair, these words are not only about electric vehicles manufacturing, as Tesla also claims to be focusing on energy generation and storage systems as well as on developing full self-driving technology (&#34;FSD&#34;). However, I see these other activities as necessarily linked to the manufacturing one. Tesla is indeed disruptive, and it has been a true pioneer, but I see it as the one company that redesigns what all other automakers will need to become to survive and thrive.</p><p>Why do I think it important to answer this question? Simply put, it tells us what industry we think Tesla is a part of. This is quite important when we do a valuation of Tesla, as we need to look at the multiples of the industry.</p><p>Tesla&#39;s financials support this view, too. In fact, if we look at the income statement streams chart, we clearly see how auto sales have the lion&#39;s share of total revenues, with $67.2 billion out of the total $81.5 billion (82.5%). If we consider the auto segment as a whole, including leasing and regulatory credits, Tesla earns 87.7% of its total revenues through activities linked to electric vehicles.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27e4e531b8126431a0d311e3260e386c\" tg-width=\"1280\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>created by incomestatementguy on reddit.it</span></p><p>In addition, it seems like Elon Musk himself thinks about Tesla as a &#34;volume carmaker&#34; in the &#34;automotive market,&#34; words he used during the last earnings call.</p><h2>Tesla&#39;s financials</h2><p>It is hard not to like Tesla&#39;s financials, especially if we look at their unfolding through the past decade. We have a CAGR revenue growth of almost 45%, while gross profit grew at a CAGR of 46.5% and EBITDA saw a stunning 81.6% CAGR from 2013 to the end of 2022.</p><p>In recent years, the company has turned profitable, and since 2020 its net income has moved up from $721 million to $12.56 billion, which is a CAGR of 317.31%. This is what happens when a company finally reaches scale.</p><p>Its balance sheet is strong, with just $1 billion of long-term debt and more than $22 billion in cash and short-term investments.</p><p>Free cash flow (&#34;FCF&#34;) is also strong, with $4.2 billion generated at the end of 2022 vs. the -$32.5 million reported at the end of 2013. The only flaw is that Tesla paid $1.56 billion in stock-based compensation (&#34;SBC&#34;), which actually makes the real free cash flow available to investors just $1 billion. In fact, as of now SBC is added to net income to calculate the final FCF, but, in reality, it is an expense that should be moved down to financing activities and be accounted for as an expense. Therefore, we have to subtract the amount spent on SBC twice to offset the current accounting rule that sees it as an addition, and then to subtract the real expense from the previous amount.</p><p>However, on a positive note, Tesla seems to be reducing its SBC, since in 2021 it paid over $2.1 billion for this. But, still, the dilutive effect is sensible.</p><p>In terms of profitability, the company is best in class. Here I would like to show one of my favorite graphs Tesla shares with investors. We see that, while the average selling price (ASP) moves down and then stabilizes around $55,000, the operating margin goes steadily up, coming in at 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6750ec65a212dc9254efea6c82c89a41\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Tesla Q4 2022 Shareholder Deck</span></p><p>This is another way to prove how it was vital for Tesla to reach scale, as it has done in recent years. Now, every dollar of additional revenue is more valuable because of increasingly good operating efficiency.</p><p>Tesla reported 1.31 million cars sold in 2022 and expects to sell 1.8 million vehicles by the end of this fiscal year. Its plan was bold, targeting a 50% CAGR from 2020 to 2023. It is rather easy to think Tesla seems able to reach this goal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c79730c77c37c3638501639b6d53d9ab\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"/><span>Tesla Q4 2022 Shareholder Deck</span></p><p>So, if everything is so bright, why am I not investing in Tesla?</p><h2>Why I am not a Tesla shareholder</h2><p>I have some perplexities about Tesla&#39;s expectations for the future, which inevitably impact my view of its valuation.</p><p>Before we move on, let me state once again that I am no Tesla bear, nor do I think the stock should be shorted, even though it may have indeed reached a recent peak. However, this is not my investing style, since I look for companies to hold for a decade or two.</p><p>Let me share what I am thinking about Tesla&#39;s upcoming years.</p><p>The first thing I wonder about is linked to what automotive segment the company wants to address. We saw how Mr. Musk considers Tesla a volume carmaker. But we don&#39;t know exactly what kind of volume carmaker Tesla wants to be. Does it aim at being an 8 million one, like Volkswagen (OTCPK:VWAGY), General Motors (GM) or Toyota (TM)? Does it aim at selling between 2 and 3 million vehicles per year, like Mercedes (OTCPK:MBGAF) or BMW (OTCPK:BMWYY) do? The answer to this question is quite important for a forecast.</p><p>Currently, Tesla manufactures four vehicles: the Model 3, Y, S and X. While Model 3 and Model Y have a base price for mass-market appeal, the other two don&#39;t. Still, both Model 3 and Model Y have a starting selling price between $40,000 and $60,000, which is not exactly the price range to address all consumers. The other two models have a starting selling price around $100,000.</p><p>Tesla has written more than once that it is committed to making its manufacturing process more efficient to bring down the average selling price. However, there are other automakers that are able to sell electric vehicles at more affordable prices. Tesla may start manufacturing subcompact vehicles, but this would benefit mostly volumes over margins, as that segment is highly competitive and many automakers are already or will soon be producing electric cars for this market.</p><p>The other option is that Tesla turns into a premium volume automaker. This will make it compete with brands such as Mercedes, BMW, Audi, Lexus and others. While this is a higher margin segment, volumes are a bit lower, with Mercedes and BMW selling about 2 million vehicles per year. Tesla may do a bit more, but I don&#39;t see it grabbing away from brands with such a strength all their market share.</p><p>In fact, Mercedes&#39; electric car portfolio seems to be already richer than Tesla&#39;s.</p><p>In other words, I have a hard time thinking Tesla will be able to grow significantly among premium brands without finding hard competition with well-established and highly-appreciated brands.</p><p>On the other hand, Tesla has the advantage in that it doesn&#39;t have to cannibalize its old models, while all other OEMs do. However, while we are seeing the same thing happening with Netflix (NFLX) and its other streaming competitors, where the latter have to cannibalize their profitable cable business to build up their own streaming platform, in the case of automakers, the shift toward EVs is actually generating higher profitability.</p><h2>My take: The issue with Tesla&#39;s valuation and what already I own instead of it</h2><p>It may not sound that original saying that what keeps me from investing in Tesla is its sky-high valuation. But let&#39;s recall that oftentimes the easiest and most renowned investing principles are forgotten when buzz and hype take place. For sure, Tesla is exciting and this is why we should double down and caution.</p><p>On my side, I don&#39;t immediately run away from a stock because I see a high P/E or a high P/FCF multiple. For example, staying within the automotive industry, I own Ferrari (RACE). I would never compare Ferrari to Tesla. They are too different. But it is just an example to show how I am willing to pay a higher price when I think it is worth it.</p><p>However, the big difference I see between Ferrari and Tesla is that Ferrari&#39;s future results are much more predictable than Tesla&#39;s. Still, a jewel like Ferrari trades a lower multiples compared to Tesla: Ferrari trades at a 39 fwd P/E vs. Tesla&#39;s 58, its fwd EV/EBITDA is 21.4 vs. Tesla&#39;s 31, its P/FCF is 37.3 vs. Tesla&#39;s 44.8. And this happens while Ferrari&#39;s profitability metrics are better than Tesla&#39;s: 24% EBIT margin vs. 16.8%; net income margin at 18.4% for Ferrari while for Tesla it is at 15.4%, return on equity of 40.6% for Ferrari and at 32.5% for Tesla.</p><p>Coming down to a more realistic comparison, so that we don&#39;t risk to mix apples with oranges, let&#39;s look at Mercedes and compare it to Tesla (in bold is the better result between the two):</p><p><img src=\"https://static.tigerbbs.com/419bc889efd58b6e8e2d7b158e5d56b1\" tg-width=\"407\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Tesla is the winner, but Mercedes is not very far behind, especially as we move down the income statement. Now, let&#39;s see how the market prices Tesla&#39;s leading position compared to Mercedes:</p><p><img src=\"https://static.tigerbbs.com/8e9e9e951f1e5f0e7649a9c1478da748\" tg-width=\"378\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p>To me, the difference is too wide, especially if we consider Mercedes&#39; high-quality strategy that is effectively managing to increase the company&#39;s profitability.</p><p>This is why I actually own Mercedes as my favorite pick among premium luxury automakers.</p><p>My third pick - even though, as I have tried to explain, I think we are once again at risk of comparing chalk and cheese - is Stellantis N.V. (STLA). If we look at automakers that produce affordable vehicles truly addressed to customers without deep pockets, then I think the Stellantis bull case almost speaks for itself as soon as we look at its financials and at its multiples. We are talking about a double-digit margin automaker, with incredibly skilled management, lots of tailwinds going for it (i.e., synergies), low geopolitical risk, etc. trading at unreasonable multiples of a 3 fwd P/E, a 1.2 fwd (EV/EBITDA) and a 2.3 P/FCF. I am not kidding. The company trades as if it were to go bankrupt tomorrow, while it is swimming in cash.</p><p>Let me share my discounted cash flow (&#34;DCF&#34;) model on Tesla, just to check if my thesis may be supported by future cash flow. Even projecting a 5 year free cash flow (&#34;FCF&#34;) growth rate of 45% and then assuming a 9% perpetual growth rate (very generous assumptions), I still find TSLA stock should not trade over $150.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c07f13a52a88af371a1b262a496e9e32\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/><span>Author, with data from SA and own future forecast</span></p><p>As I said, it is not my investing style to short a stock or make short-term trades. I am in for the long term. But I think Tesla, Inc.&#39;s stock got a bit ahead of itself, especially given the fact that it has reached such volumes that will make it harder for the company to keep on growing at the fast pace investors are expecting. Many investors have for sure gained a lot of money with Tesla stock, while many other have lost a ton of it. As for me, I keep on studying Tesla, Inc. as an investor interested in the industry, but I don&#39;t see TSLA stock as appealing as other opportunities. This is why I rate Tesla, Inc. as a hold.</p><p><i>This article is written by Luca Socci for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Tesla: Automaker Or Tech Company? My Take And My Investing Choice</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\">\nTesla: Automaker Or Tech Company? My Take And My Investing Choice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?In this article, I would like to share how I have come to find the answer.I will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","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","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"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","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","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","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313059413","content_text":"SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?In this article, I would like to share how I have come to find the answer.I will share my investing choice, talking about Tesla's current valuation and potential investing alternatives.coffeekaiIntroductionTesla, Inc. (NASDAQ:TSLA) is one of those stocks - and companies - very difficult to write about without being caught in the fight between fans and haters. This is why, though quite interested in the automotive industry, I have been hesitant to writeabout it. In truth, there has been a lot of buzz about electric vehicles (\"EVs\"), and I think it hard to deny Tesla was a stock that experienced a lot of hype, leading to extreme valuations. This has made me cautious about it, as I know buzz and hype can be exciting but can lead to rash investing decisions.To be clear from the beginning of this article, I am no Tesla detractor. However, I am no Tesla investor, either. I do think Tesla is a great company, whose future is probably going to be quite bright. On the other hand, thereare a few things about the stock that rule it out of my portfolio where I actually own three other automakers.In this article, I will share for the first time my view on Tesla, hoping to present my thesis as objectively as possible. At the same time, I would like to show why I am currently building up a position in what seems to me an underestimated competitor of Tesla.The big question about TeslaThe first question I had to find an answer to assess Tesla was the following: what kind of company do I think Tesla is?We generally find two answers that revolve around these two concepts:Tesla is a tech companyTesla is an automaker.I know things can be more complex, but as far as my research goes I really think this is the crossroad where two different investing views and strategies diverge.I find myself agreeing with the second answer: Tesla is an automaker. This is somewhat supported by what the company states in its 10-k.We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, and continue to grow our customer-facing infrastructure through a global network of vehicle service centers, Mobile Service, body shops, Supercharger stations and Destination Chargers to accelerate the widespread adoption of our products. We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety. We also strive to lower the cost of ownership for our customers through continuous efforts to reduce manufacturing costs and by offering financial and other services tailored to our products.To be fair, these words are not only about electric vehicles manufacturing, as Tesla also claims to be focusing on energy generation and storage systems as well as on developing full self-driving technology (\"FSD\"). However, I see these other activities as necessarily linked to the manufacturing one. Tesla is indeed disruptive, and it has been a true pioneer, but I see it as the one company that redesigns what all other automakers will need to become to survive and thrive.Why do I think it important to answer this question? Simply put, it tells us what industry we think Tesla is a part of. This is quite important when we do a valuation of Tesla, as we need to look at the multiples of the industry.Tesla's financials support this view, too. In fact, if we look at the income statement streams chart, we clearly see how auto sales have the lion's share of total revenues, with $67.2 billion out of the total $81.5 billion (82.5%). If we consider the auto segment as a whole, including leasing and regulatory credits, Tesla earns 87.7% of its total revenues through activities linked to electric vehicles.created by incomestatementguy on reddit.itIn addition, it seems like Elon Musk himself thinks about Tesla as a \"volume carmaker\" in the \"automotive market,\" words he used during the last earnings call.Tesla's financialsIt is hard not to like Tesla's financials, especially if we look at their unfolding through the past decade. We have a CAGR revenue growth of almost 45%, while gross profit grew at a CAGR of 46.5% and EBITDA saw a stunning 81.6% CAGR from 2013 to the end of 2022.In recent years, the company has turned profitable, and since 2020 its net income has moved up from $721 million to $12.56 billion, which is a CAGR of 317.31%. This is what happens when a company finally reaches scale.Its balance sheet is strong, with just $1 billion of long-term debt and more than $22 billion in cash and short-term investments.Free cash flow (\"FCF\") is also strong, with $4.2 billion generated at the end of 2022 vs. the -$32.5 million reported at the end of 2013. The only flaw is that Tesla paid $1.56 billion in stock-based compensation (\"SBC\"), which actually makes the real free cash flow available to investors just $1 billion. In fact, as of now SBC is added to net income to calculate the final FCF, but, in reality, it is an expense that should be moved down to financing activities and be accounted for as an expense. Therefore, we have to subtract the amount spent on SBC twice to offset the current accounting rule that sees it as an addition, and then to subtract the real expense from the previous amount.However, on a positive note, Tesla seems to be reducing its SBC, since in 2021 it paid over $2.1 billion for this. But, still, the dilutive effect is sensible.In terms of profitability, the company is best in class. Here I would like to show one of my favorite graphs Tesla shares with investors. We see that, while the average selling price (ASP) moves down and then stabilizes around $55,000, the operating margin goes steadily up, coming in at 17%.Tesla Q4 2022 Shareholder DeckThis is another way to prove how it was vital for Tesla to reach scale, as it has done in recent years. Now, every dollar of additional revenue is more valuable because of increasingly good operating efficiency.Tesla reported 1.31 million cars sold in 2022 and expects to sell 1.8 million vehicles by the end of this fiscal year. Its plan was bold, targeting a 50% CAGR from 2020 to 2023. It is rather easy to think Tesla seems able to reach this goal.Tesla Q4 2022 Shareholder DeckSo, if everything is so bright, why am I not investing in Tesla?Why I am not a Tesla shareholderI have some perplexities about Tesla's expectations for the future, which inevitably impact my view of its valuation.Before we move on, let me state once again that I am no Tesla bear, nor do I think the stock should be shorted, even though it may have indeed reached a recent peak. However, this is not my investing style, since I look for companies to hold for a decade or two.Let me share what I am thinking about Tesla's upcoming years.The first thing I wonder about is linked to what automotive segment the company wants to address. We saw how Mr. Musk considers Tesla a volume carmaker. But we don't know exactly what kind of volume carmaker Tesla wants to be. Does it aim at being an 8 million one, like Volkswagen (OTCPK:VWAGY), General Motors (GM) or Toyota (TM)? Does it aim at selling between 2 and 3 million vehicles per year, like Mercedes (OTCPK:MBGAF) or BMW (OTCPK:BMWYY) do? The answer to this question is quite important for a forecast.Currently, Tesla manufactures four vehicles: the Model 3, Y, S and X. While Model 3 and Model Y have a base price for mass-market appeal, the other two don't. Still, both Model 3 and Model Y have a starting selling price between $40,000 and $60,000, which is not exactly the price range to address all consumers. The other two models have a starting selling price around $100,000.Tesla has written more than once that it is committed to making its manufacturing process more efficient to bring down the average selling price. However, there are other automakers that are able to sell electric vehicles at more affordable prices. Tesla may start manufacturing subcompact vehicles, but this would benefit mostly volumes over margins, as that segment is highly competitive and many automakers are already or will soon be producing electric cars for this market.The other option is that Tesla turns into a premium volume automaker. This will make it compete with brands such as Mercedes, BMW, Audi, Lexus and others. While this is a higher margin segment, volumes are a bit lower, with Mercedes and BMW selling about 2 million vehicles per year. Tesla may do a bit more, but I don't see it grabbing away from brands with such a strength all their market share.In fact, Mercedes' electric car portfolio seems to be already richer than Tesla's.In other words, I have a hard time thinking Tesla will be able to grow significantly among premium brands without finding hard competition with well-established and highly-appreciated brands.On the other hand, Tesla has the advantage in that it doesn't have to cannibalize its old models, while all other OEMs do. However, while we are seeing the same thing happening with Netflix (NFLX) and its other streaming competitors, where the latter have to cannibalize their profitable cable business to build up their own streaming platform, in the case of automakers, the shift toward EVs is actually generating higher profitability.My take: The issue with Tesla's valuation and what already I own instead of itIt may not sound that original saying that what keeps me from investing in Tesla is its sky-high valuation. But let's recall that oftentimes the easiest and most renowned investing principles are forgotten when buzz and hype take place. For sure, Tesla is exciting and this is why we should double down and caution.On my side, I don't immediately run away from a stock because I see a high P/E or a high P/FCF multiple. For example, staying within the automotive industry, I own Ferrari (RACE). I would never compare Ferrari to Tesla. They are too different. But it is just an example to show how I am willing to pay a higher price when I think it is worth it.However, the big difference I see between Ferrari and Tesla is that Ferrari's future results are much more predictable than Tesla's. Still, a jewel like Ferrari trades a lower multiples compared to Tesla: Ferrari trades at a 39 fwd P/E vs. Tesla's 58, its fwd EV/EBITDA is 21.4 vs. Tesla's 31, its P/FCF is 37.3 vs. Tesla's 44.8. And this happens while Ferrari's profitability metrics are better than Tesla's: 24% EBIT margin vs. 16.8%; net income margin at 18.4% for Ferrari while for Tesla it is at 15.4%, return on equity of 40.6% for Ferrari and at 32.5% for Tesla.Coming down to a more realistic comparison, so that we don't risk to mix apples with oranges, let's look at Mercedes and compare it to Tesla (in bold is the better result between the two):Tesla is the winner, but Mercedes is not very far behind, especially as we move down the income statement. Now, let's see how the market prices Tesla's leading position compared to Mercedes:To me, the difference is too wide, especially if we consider Mercedes' high-quality strategy that is effectively managing to increase the company's profitability.This is why I actually own Mercedes as my favorite pick among premium luxury automakers.My third pick - even though, as I have tried to explain, I think we are once again at risk of comparing chalk and cheese - is Stellantis N.V. (STLA). If we look at automakers that produce affordable vehicles truly addressed to customers without deep pockets, then I think the Stellantis bull case almost speaks for itself as soon as we look at its financials and at its multiples. We are talking about a double-digit margin automaker, with incredibly skilled management, lots of tailwinds going for it (i.e., synergies), low geopolitical risk, etc. trading at unreasonable multiples of a 3 fwd P/E, a 1.2 fwd (EV/EBITDA) and a 2.3 P/FCF. I am not kidding. The company trades as if it were to go bankrupt tomorrow, while it is swimming in cash.Let me share my discounted cash flow (\"DCF\") model on Tesla, just to check if my thesis may be supported by future cash flow. Even projecting a 5 year free cash flow (\"FCF\") growth rate of 45% and then assuming a 9% perpetual growth rate (very generous assumptions), I still find TSLA stock should not trade over $150.Author, with data from SA and own future forecastAs I said, it is not my investing style to short a stock or make short-term trades. I am in for the long term. But I think Tesla, Inc.'s stock got a bit ahead of itself, especially given the fact that it has reached such volumes that will make it harder for the company to keep on growing at the fast pace investors are expecting. Many investors have for sure gained a lot of money with Tesla stock, while many other have lost a ton of it. As for me, I keep on studying Tesla, Inc. as an investor interested in the industry, but I don't see TSLA stock as appealing as other opportunities. This is why I rate Tesla, Inc. as a hold.This article is written by Luca Socci for reference only. 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17:51","market":"us","language":"zh","title":"周周谈｜特斯拉在华大规模召回，电动车行业没有神话","url":"https://stock-news.laohu8.com/highlight/detail?id=2286858511","media":"澎湃新闻","summary":"一直风光无限的特斯拉，一边在诸多事故中频繁宣称“数据无误，用户失误”，一边在中国发起大规模召回。据悉，这是今年以来比亚迪第三次宣布涨价。特斯拉在华召回大量电动车事件概述：11月25日，国家市场监督管理总局发布召回公告，特斯拉汽车（北京）有限公司、特斯拉（上海）有限公司决定自即日起召回以下车辆。而此次因不同原因而召回的两批车辆，皆会影响到行车安全，增加碰撞事故率和碰撞严重性。","content":"<div>\n<p>电动车行业是个新“掘金地”，有的人削尖脑袋往里钻，有的人混得风生水起，也有的半路翻车。在看到比亚迪单月销售突破20万辆后，许多人摩拳擦掌试图效仿，东风风行是继比亚迪之后第二家宣布燃油车停产计划的车企。那边还没按下开始键，这边已经在电动赛道上奔跑多年的爱驰汽车却备受煎熬，一年两次更换董事长还是无法挽回颓势，距离游戏结束的时间似乎已经不多了。一直风光无限的特斯拉，一边在诸多事故中频繁宣称“数据无误，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-27/doc-imqqsmrp7742839.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-27/doc-imqqsmrp7742839.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动车行业是个新“掘金地”，有的人削尖脑袋往里钻，有的人混得风生水起，也有的半路翻车。在看到比亚迪单月销售突破20万辆后，许多人摩拳擦掌试图效仿，东风风行是继比亚迪之后第二家宣布燃油车停产计划的车企。那边还没按下开始键，这边已经在电动赛道上奔跑多年的爱驰汽车却备受煎熬，一年两次更换董事长还是无法挽回颓势，距离游戏结束的时间似乎已经不多了。一直风光无限的特斯拉，一边在诸多事故中频繁宣称“数据无误，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-27/doc-imqqsmrp7742839.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT 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Technology A (acc) SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-27/doc-imqqsmrp7742839.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286858511","content_text":"电动车行业是个新“掘金地”，有的人削尖脑袋往里钻，有的人混得风生水起，也有的半路翻车。在看到比亚迪单月销售突破20万辆后，许多人摩拳擦掌试图效仿，东风风行是继比亚迪之后第二家宣布燃油车停产计划的车企。那边还没按下开始键，这边已经在电动赛道上奔跑多年的爱驰汽车却备受煎熬，一年两次更换董事长还是无法挽回颓势，距离游戏结束的时间似乎已经不多了。一直风光无限的特斯拉，一边在诸多事故中频繁宣称“数据无误，用户失误”，一边在中国发起大规模召回。显然，汽车行业没有神话，被风吹起的“猪”，最好期待风不要停。爱驰再换董事长事件概述：日前，爱驰汽车宣布，陈炫霖辞去公司董事长职位，继续担任董事；原CEO张洋担任董事长。这是爱驰汽车今年第二次更换董事长了。早在今年年初，爱驰汽车的管理团队就进行过相应的调整。彼时，爱驰汽车官网信息显示，原董事长兼创始人付强担任总裁，投资人陈炫霖则接任董事长一职，公司CEO也变更为张洋。点评：自首款量产车爱驰U5上市以来，2年半时间里这家公司一共卖出了不到1.5万辆车。在诸多新势力中，爱驰没有鲜明标签，也难言质量优势，另辟蹊径的出海之路也很难成规模。那爱驰汽车的出路在哪？此前，我们在对爱驰汽车的报道中也指出，U5所在的10万-20万元区间虽然是目前主流消费者的预算区间，但已属“红海”。相比之下，30万元以上的高端区间增长可期，能否抓住新的机遇就看U6和U7的未来表现了。比亚迪涨价事件概述：11月23日，比亚迪发布《关于车型价格调整的说明》，宣布将对王朝、海洋及腾势相关新能源车型的指导价进行调整，上调幅度为2000元-6000元不等，2023年1月1日之前付定金签约的客户不受此次调价影响。据悉，这是今年以来比亚迪第三次宣布涨价。对于此轮涨价原因，比亚迪表示，一是受明年新能源车补贴退坡影响，二是电池原材料价格上涨。点评：当前国补对插电式混动车的补贴为4800元/辆，对纯电动车补贴接近15000元/辆。理论上说，如果补贴退坡至零，那么比亚迪应该涨价4800-15000元不等。而实际上，其只涨价了2000-6000元。这一方面或许是由于比亚迪今年已经涨过价，所以这次涨得比较少。另一方面，比亚迪的电池供应链较为强大，能够拥有比同行更宽裕的价格腾挪区间。还有一个重要原因是，月销20万辆的比亚迪深知自己的市场地位，率先宣布涨价也是有的放矢。随着年底补贴到期，电动车大概率不会再像往年一样搞“年底大促销”，反而应该会有更多车企宣布电动车涨价。毕竟距离年底只剩一个月，如此短时间内先促销再涨价显然会打消大部分人的购买欲望。东风风行宣布停产燃油车计划事件概述：11月24日，在东风风行新能源战略发布会上，该车企宣布将在三年内实现100%电动化，五年内停产燃油车。东风风行三年来已合计投入50多亿元，到2030年将持续投入200亿元构建新能源版图。在未来产品规划上，到2025年底将推出3大类型10款新能源产品，品类覆盖轿车、SUV和MPV。点评：当比亚迪宣布不造燃油车时，它已经默默停产了燃油车数月，且新能源车销量节节攀升，连续两月破20万辆。而当东风风行宣布停产燃油车的计划时，只是一个“5年期的预告”。不仅如此，东风风行旗下只有S50 EV和菱智M5 EV在市场上流通，且似乎已经停售。其中，S50 EV统计数据只公布到今年2月，累积销量为4990辆；菱智M5 EV今年累积销量22辆。同样宣布停产燃油车计划，比亚迪是结合自身业务优势和行业大势作出的果断决定；而东风风行更像是迎合潮流的政治正确。反正，能不能实现目标暂放一边，但口号和姿态要先喊出来，摆起来。再怎么说，也是“共和国次子”东风集团下的全资子公司，不能输了气势和排场。特斯拉在华召回大量电动车事件概述：11月25日，国家市场监督管理总局发布召回公告，特斯拉汽车（北京）有限公司、特斯拉（上海）有限公司决定自即日起召回以下车辆。一、生产日期在2013年9月25日至2020年11月21日期间的部分进口Model S、Model X电动汽车，共计67698辆。召回原因：本次召回范围内的部分车辆由于软件问题，可能出现动力电池电压感测回路反馈电压与电砖真实电压不一致，导致电池管理系统误判，车辆屏幕显示“需要维修”、“安全停靠车辆”等警示，车辆会逐步停止动力输出，极端情况下可能增加车辆发生碰撞事故的风险，存在安全隐患。解决办法：OTA升级软件或线下升级软件。二、生产日期在2019年1月12日至2019年11月22日期间的部分进口Model 3电动汽车，共计2736辆；生产日期在2019年10月14日至2022年9月26日期间的部分国产Model 3电动汽车，共计10127辆。召回原因：因售后维修和保养而拆卸过第二排座椅中间安全带的车辆，在服务中心重新安装安全带固定螺栓时，部分车辆中间安全带和左侧安全带卡扣装置的固定部件可能未被穿入连接螺栓。这些车辆如果发生碰撞，安全带将无法发挥约束作用，增加乘员在事故中受伤的风险，存在安全隐患。应急处置措施：车辆召回实施前用户应谨慎驾驶车辆，并可以通过用力拉拽第二排座椅中间安全带和左侧安全带卡扣以确定其是否牢固，在召回开始后应尽快联系服务中心进行检修。点评：特斯拉这条“鲶鱼”的出现无疑加速了中国电动车市场的进步速度，让消费者有了更多选择的余地。但频繁出现的事故又让人对电动车的安全问题产生担忧。而此次因不同原因而召回的两批车辆，皆会影响到行车安全，增加碰撞事故率和碰撞严重性。如果说，第一项召回中的软件问题是汽车智能化中不可避免的程序bug，那么第二项召回中的错误则完全是可以避免的纯机械错误，要么就是对员工技能培训不到位，要么就是培训后员工仍未按照手册标准执行工序。更可笑的是应急处置措施。当厂商对用户说“开车时小心点，这车安全带可能没用，不过我们召回后就能修好”的时候，还如何获得用户的信任？","news_type":1},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}