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大鱼海棠_4922
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大鱼海棠_4922
04-26
$纳指三倍做多ETF(TQQQ)$
盘后涨这么多啥情况
大鱼海棠_4922
04-22
$维珍银河(SPCE)$
啥意思要退市了么 这么跌
大鱼海棠_4922
03-21
$蔚来(NIO)$
我是不是看不到希望了
大鱼海棠_4922
03-19
现在有那家公司在生产人形机器人
高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理
大鱼海棠_4922
03-08
$英伟达(NVDA)$
无语了 四百多的时候觉得太贵 不敢买 现在都快一千了 更不敢买了
大鱼海棠_4922
03-05
人家蔚来维修都是蔚来去取车,车主从来不上门的[捂脸]
大鱼海棠_4922
01-30
$蔚来(NIO)$
想起了当年蔚来涨到60多的时候有多少人评论区留言说拍断大腿卖飞 再有到二十几三十几的时候绝对满仓干 看看现在[笑哭]
大鱼海棠_4922
01-25
政治因素是最大的风险
大鱼海棠_4922
01-25
$蔚来(NIO)$
连续两天高开低走看来有机构做空啊
大鱼海棠_4922
01-23
$蔚来(NIO)$
你还能跌回一块多么?
大鱼海棠_4922
01-17
$蔚来(NIO)$
我也是醉了
大鱼海棠_4922
01-16
$蔚来(NIO)$
哎 从46补仓补到12居然还跌
大鱼海棠_4922
01-13
$蔚来(NIO)$
蔚来的CFO应该被干掉
大鱼海棠_4922
2023-12-26
$蔚来(NIO)$
今天大涨是几个意思?难道看好ET9的发布会?
大鱼海棠_4922
2023-12-26
$蔚来(NIO)$
最近有啥利好么 盘前涨这么多
大鱼海棠_4922
2023-12-23
$蔚来(NIO)$
看了发布会感觉周一股价有会下跌[捂脸] [捂脸] [捂脸] 钱都没有花在刀刃上
大鱼海棠_4922
2023-12-21
$纳指三倍做多ETF(TQQQ)$
昨晚跌这么多是发生什么了么
大鱼海棠_4922
2023-12-21
$蔚来(NIO)$
什么时候能摆脱掉一买就跌的魔咒😂
大鱼海棠_4922
2023-12-05
$蔚来(NIO)$
这种FUCK的股票走势说明了什[喷血]
大鱼海棠_4922
2023-11-28
$蔚来(NIO)$
这个期权是负值是个什么情况?
去老虎APP查看更多动态
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这么跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298044124336456","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286404692140320,"gmtCreate":1710950580807,"gmtModify":1710954156158,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 我是不是看不到希望了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 我是不是看不到希望了","text":"$蔚来(NIO)$ 我是不是看不到希望了","images":[{"img":"https://static.tigerbbs.com/68e0769d5fc9a47a684e2a2d92bc2e91","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/286404692140320","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"蔚来必破产,高端车他搞不过BBA,毛豆y,中端若再被毛豆2占了,比亚迪生存都困难。","text":"蔚来必破产,高端车他搞不过BBA,毛豆y,中端若再被毛豆2占了,比亚迪生存都困难。","html":"蔚来必破产,高端车他搞不过BBA,毛豆y,中端若再被毛豆2占了,比亚迪生存都困难。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285734683099408,"gmtCreate":1710777886087,"gmtModify":1710777887835,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"现在有那家公司在生产人形机器人","listText":"现在有那家公司在生产人形机器人","text":"现在有那家公司在生产人形机器人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285734683099408","repostId":"2420442303","repostType":4,"repost":{"id":"2420442303","pubTimestamp":1710753812,"share":"https://www.laohu8.com/m/news/2420442303?lang=&edition=full","pubTime":"2024-03-18 17:23","market":"hk","language":"zh","title":"高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理","url":"https://stock-news.laohu8.com/highlight/detail?id=2420442303","media":"华尔街见闻","summary":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。","content":"<html><head></head><body><blockquote><p><strong>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。</strong></p></blockquote><p>近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头也纷纷入局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。</p><p><strong>高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。</strong>报告指出:</p><blockquote><p>人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。</p></blockquote><h2 id=\"id_948732913\">技术进步、成本下降加速商业化落地</h2><p>高盛指出,技术进步是推动市场增长的关键因素:</p><blockquote><p><strong>“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,</strong>带来了产品性能的显著提升和快速迭代。</p><p>例如,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。</p></blockquote><p>其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:</p><blockquote><p>得益于更便宜的组件以及更广泛的供应链选择,<strong>高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,</strong>加速了工厂应用的可行性时间线与消费应用时间线的前移。</p><p>迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。</p></blockquote><h2 id=\"id_147175536\">制造业、老年护理打开市场空间</h2><p> 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:</p><blockquote><p>对人形机器人的需求增加主要来自于高危险职业的替代需要<strong>,</strong>特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,<strong>人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。</strong></p><p><strong>此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。</strong></p></blockquote><p>总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:</p><blockquote><p><strong>在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。</strong></p><p>熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。</p><p>牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。</p></blockquote><p>此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 17:23 北京时间 <a href=https://wallstreetcn.com/articles/3710679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25b6de6f0b33baf2758856d2a9dacdbf","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4504":"桥水持仓","LU0106831901.USD":"贝莱德世界金融基金A2","GS":"高盛","BK4550":"红杉资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3710679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420442303","content_text":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。报告指出:人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。技术进步、成本下降加速商业化落地高盛指出,技术进步是推动市场增长的关键因素:“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,带来了产品性能的显著提升和快速迭代。例如,特斯拉Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:得益于更便宜的组件以及更广泛的供应链选择,高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,加速了工厂应用的可行性时间线与消费应用时间线的前移。迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。制造业、老年护理打开市场空间 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:对人形机器人的需求增加主要来自于高危险职业的替代需要,特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282152611758200,"gmtCreate":1709913360180,"gmtModify":1709913361603,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 无语了 四百多的时候觉得太贵 不敢买 现在都快一千了 更不敢买了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 无语了 四百多的时候觉得太贵 不敢买 现在都快一千了 更不敢买了","text":"$英伟达(NVDA)$ 无语了 四百多的时候觉得太贵 不敢买 现在都快一千了 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苦恼"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":371359306,"gmtCreate":1618914052105,"gmtModify":1618914052105,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>今天盘前为啥跌的这么厉害 试飞是啥时候了的?","listText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>今天盘前为啥跌的这么厉害 试飞是啥时候了的?","text":"$维珍银河(SPCE)$今天盘前为啥跌的这么厉害 试飞是啥时候了的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/371359306","isVote":1,"tweetType":1,"viewCount":3384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"128012848662400","authorId":"128012848662400","name":"懒象坊","avatar":"https://static.tigerbbs.com/f6fa41162de79e19d0cf1e0a4a40d8af","crmLevel":6,"crmLevelSwitch":0},"content":"五月份试飞","text":"五月份试飞","html":"五月份试飞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925777013,"gmtCreate":1588159844532,"gmtModify":1704366645216,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>赤裸裸的割中国韭菜啊 先涨价多赚点 然后出补贴了再降价 这车做工质量内饰那么差哪里好了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>赤裸裸的割中国韭菜啊 先涨价多赚点 然后出补贴了再降价 这车做工质量内饰那么差哪里好了","text":"$特斯拉(TSLA)$赤裸裸的割中国韭菜啊 先涨价多赚点 然后出补贴了再降价 这车做工质量内饰那么差哪里好了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/925777013","isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522765397454305","authorId":"3522765397454305","name":"爱情骗子","avatar":"https://static.tigerbbs.com/c94d22fa16965f50ff0a32c688f3f67e","crmLevel":2,"crmLevelSwitch":0},"content":"做工去买蔚来好了,现在做工最简单了,要个做工好的车子还不简单BBA低配版20万多都能买,你再升级个内饰30万,你去买吧别考虑特斯拉","text":"做工去买蔚来好了,现在做工最简单了,要个做工好的车子还不简单BBA低配版20万多都能买,你再升级个内饰30万,你去买吧别考虑特斯拉","html":"做工去买蔚来好了,现在做工最简单了,要个做工好的车子还不简单BBA低配版20万多都能买,你再升级个内饰30万,你去买吧别考虑特斯拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921363813,"gmtCreate":1586171996932,"gmtModify":1704360207180,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么办 还能回来么","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么办 还能回来么","text":"$Zoom(ZM)$怎么办 还能回来么","images":[{"img":"https://static.tigerbbs.com/7623cf907cc075b145c2f24cd3d9415f","width":"1080","height":"1791"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/921363813","isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536193219320516","authorId":"3536193219320516","name":"WalterWu","avatar":"https://static.tigerbbs.com/f0cba99afd926c82992adb96254daf9e","crmLevel":2,"crmLevelSwitch":0},"content":"我认为zoom这一波上涨过快了,步子太大扯到蛋了","text":"我认为zoom这一波上涨过快了,步子太大扯到蛋了","html":"我认为zoom这一波上涨过快了,步子太大扯到蛋了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":125778286,"gmtCreate":1624700651445,"gmtModify":1624700651445,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"要不是市场监管局要求特斯拉会召回?会对车主负责?","listText":"要不是市场监管局要求特斯拉会召回?会对车主负责?","text":"要不是市场监管局要求特斯拉会召回?会对车主负责?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/125778286","repostId":"1125653339","repostType":4,"repost":{"id":"1125653339","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":1624679945,"share":"https://www.laohu8.com/m/news/1125653339?lang=&edition=full","pubTime":"2021-06-26 11:59","market":"other","language":"zh","title":"特斯拉召回部分进口和国产Model 3、Model Y","url":"https://stock-news.laohu8.com/highlight/detail?id=1125653339","media":"老虎资讯综合","summary":"日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划,决定自即日起召回以下车辆。\n","content":"<p>日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划,决定自即日起召回以下车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/dad864ec09e1b78ad42b9f80dd9fbc86\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"></p>\n<p>一、特斯拉汽车(北京)有限公司</p>\n<p>召回2019年1月12日至2019年11月27日期间生产的部分进口Model 3电动汽车,共计35665辆。</p>\n<p>二、特斯拉(上海)有限公司</p>\n<p>召回2019年12月19日至2021年6月7日期间生产的部分国产Model 3电动汽车,共计211256辆;2021年1月1日至2021年6月7日期间生产的部分国产Model Y电动汽车,共计38599辆。</p>\n<p>本次召回范围内的车辆由于主动巡航控制系统问题,易造成驾驶员在以下情形误激活主动巡航功能:当车辆处于D挡,驾驶员再次拨动右侧控制杆试图切换挡位时;在车辆急转弯,驾驶员误触碰并拨动右侧控制杆时等。主动巡航控制被误激活后,如果车辆设置的巡航速度不是当前车速,且当前车速低于设定速度时,车辆会加速到设定速度,出现车辆速度突增情形,会影响驾驶员的预期并导致车辆操控误判,极端情况下可能导致车辆发生碰撞,存在安全隐患。</p>\n<p>特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过汽车远程升级(OTA)技术为召回范围内的车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过汽车远程升级(OTA)技术实施召回的车辆,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,为车辆免费升级主动巡航控制软件,以消除安全隐患。</p>\n<p>本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。受调查影响,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司决定采取召回措施,消除安全隐患。</p>\n<p>特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将以有效方式通知相关用户。用户可通过手机和固定电话拨打特斯拉客户服务热线:400-910-0707进行咨询。此外,也可登录网站dpac.samr.gov.cn、www.recall.org.cn,关注微信公众号(SAMRDPAC),了解更多信息,反映缺陷线索。</p>","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\" 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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特斯拉召回部分进口和国产Model 3、Model Y\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\">2021-06-26 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划,决定自即日起召回以下车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/dad864ec09e1b78ad42b9f80dd9fbc86\" tg-width=\"1920\" tg-height=\"842\" referrerpolicy=\"no-referrer\"></p>\n<p>一、特斯拉汽车(北京)有限公司</p>\n<p>召回2019年1月12日至2019年11月27日期间生产的部分进口Model 3电动汽车,共计35665辆。</p>\n<p>二、特斯拉(上海)有限公司</p>\n<p>召回2019年12月19日至2021年6月7日期间生产的部分国产Model 3电动汽车,共计211256辆;2021年1月1日至2021年6月7日期间生产的部分国产Model Y电动汽车,共计38599辆。</p>\n<p>本次召回范围内的车辆由于主动巡航控制系统问题,易造成驾驶员在以下情形误激活主动巡航功能:当车辆处于D挡,驾驶员再次拨动右侧控制杆试图切换挡位时;在车辆急转弯,驾驶员误触碰并拨动右侧控制杆时等。主动巡航控制被误激活后,如果车辆设置的巡航速度不是当前车速,且当前车速低于设定速度时,车辆会加速到设定速度,出现车辆速度突增情形,会影响驾驶员的预期并导致车辆操控误判,极端情况下可能导致车辆发生碰撞,存在安全隐患。</p>\n<p>特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过汽车远程升级(OTA)技术为召回范围内的车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过汽车远程升级(OTA)技术实施召回的车辆,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,为车辆免费升级主动巡航控制软件,以消除安全隐患。</p>\n<p>本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。受调查影响,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司决定采取召回措施,消除安全隐患。</p>\n<p>特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将以有效方式通知相关用户。用户可通过手机和固定电话拨打特斯拉客户服务热线:400-910-0707进行咨询。此外,也可登录网站dpac.samr.gov.cn、www.recall.org.cn,关注微信公众号(SAMRDPAC),了解更多信息,反映缺陷线索。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125653339","content_text":"日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划,决定自即日起召回以下车辆。\n\n一、特斯拉汽车(北京)有限公司\n召回2019年1月12日至2019年11月27日期间生产的部分进口Model 3电动汽车,共计35665辆。\n二、特斯拉(上海)有限公司\n召回2019年12月19日至2021年6月7日期间生产的部分国产Model 3电动汽车,共计211256辆;2021年1月1日至2021年6月7日期间生产的部分国产Model Y电动汽车,共计38599辆。\n本次召回范围内的车辆由于主动巡航控制系统问题,易造成驾驶员在以下情形误激活主动巡航功能:当车辆处于D挡,驾驶员再次拨动右侧控制杆试图切换挡位时;在车辆急转弯,驾驶员误触碰并拨动右侧控制杆时等。主动巡航控制被误激活后,如果车辆设置的巡航速度不是当前车速,且当前车速低于设定速度时,车辆会加速到设定速度,出现车辆速度突增情形,会影响驾驶员的预期并导致车辆操控误判,极端情况下可能导致车辆发生碰撞,存在安全隐患。\n特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过汽车远程升级(OTA)技术为召回范围内的车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过汽车远程升级(OTA)技术实施召回的车辆,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,为车辆免费升级主动巡航控制软件,以消除安全隐患。\n本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。受调查影响,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司决定采取召回措施,消除安全隐患。\n特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司将以有效方式通知相关用户。用户可通过手机和固定电话拨打特斯拉客户服务热线:400-910-0707进行咨询。此外,也可登录网站dpac.samr.gov.cn、www.recall.org.cn,关注微信公众号(SAMRDPAC),了解更多信息,反映缺陷线索。","news_type":1},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","crmLevel":5,"crmLevelSwitch":0},"content":"首先这不是车技术上有问题,是产品设计上的优化,相比奔驰漏油强很多了吧,大家要看透本质。","text":"首先这不是车技术上有问题,是产品设计上的优化,相比奔驰漏油强很多了吧,大家要看透本质。","html":"首先这不是车技术上有问题,是产品设计上的优化,相比奔驰漏油强很多了吧,大家要看透本质。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954134259,"gmtCreate":1592826058571,"gmtModify":1704200239846,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944388376,"gmtCreate":1596774749795,"gmtModify":1704213562767,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>全国各地的蔚来车主加股友们 帮忙给苏州投上一票啊[鼓掌] [鼓掌] [鼓掌] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>全国各地的蔚来车主加股友们 帮忙给苏州投上一票啊[鼓掌] [鼓掌] [鼓掌] ","text":"$蔚来(NIO)$全国各地的蔚来车主加股友们 帮忙给苏州投上一票啊[鼓掌] [鼓掌] 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