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张小喵
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IP属地:河北
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张小喵
2020-12-24
我只能说果粉多[捂脸]
苹果与特斯拉,必有一战
张小喵
2020-11-06
$小鹏汽车(XPEV)$
应该感谢蔚来赤裸裸的蹭热度要不能有这股价
张小喵
2020-06-10
$华仕伯(VAL)$
就他盘前涨是不是暗箱操作哇
张小喵
2020-06-09
$华仕伯(VAL)$
已经恐高症了还能追吗盘后又百分之20了
张小喵
2020-06-08
$华仕伯(VAL)$
这是美国公司吗
张小喵
2020-04-17
$亚马逊(AMZN)$
操
张小喵
2020-04-14
$微软(MSFT)$
都是假象
张小喵
2020-04-10
$嘉年华邮轮(CCL)$
邮轮和航空股都横盘了,交接了估计,怎么涨的还得怎么跌回去
张小喵
2020-04-09
$嘉年华邮轮(CCL)$
大米都剩下10%要不都赶紧跑,
张小喵
2020-04-08
$嘉年华邮轮(CCL)$
上压力线都突破不了,昨天是击鼓传花,今天是扔花跑[笑哭]
张小喵
2020-04-07
$嘉年华邮轮(CCL)$
都是击鼓传花的游戏[笑哭][捂脸]
张小喵
2020-04-04
$嘉年华邮轮(CCL)$
这两天一直横盘是要干什么?
张小喵
2020-04-02
$瑞幸咖啡(LK)$
还敢买...感觉都会触犯内幕交易着罪名了[捂脸]
张小喵
2020-04-02
$美国航空(AAL)$
18日的10块压力线感觉保不住了[开心]
张小喵
2020-04-01
$嘉年华邮轮(CCL)$
会不会是诱多 然后这两天要大跌然后庄跑啊 毕竟没利好了
张小喵
2020-03-31
$皇家加勒比邮轮(RCL)$
拉邮轮股?
张小喵
2020-03-31
$皇家加勒比邮轮(RCL)$
为啥停牌
张小喵
2020-03-27
$达美航空(DAL)$
今晚感觉会蹦
张小喵
2020-03-23
$波音(BA)$
科技股都跌你说你长 这不是招人空你呢嘛 哎 没任何理由你涨
张小喵
2020-03-20
$达美航空(DAL)$
刺激都是狼吃到肉就跑[开心]
去老虎APP查看更多动态
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","listText":"我只能说果粉多[捂脸] ","text":"我只能说果粉多[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339956999","repostId":"1145596287","repostType":4,"repost":{"id":"1145596287","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1608715705,"share":"https://www.laohu8.com/m/news/1145596287?lang=&edition=full","pubTime":"2020-12-23 17:28","market":"us","language":"zh","title":"苹果与特斯拉,必有一战","url":"https://stock-news.laohu8.com/highlight/detail?id=1145596287","media":"雷峰网","summary":"马斯克不喜欢苹果,但不得不重视苹果。\n\n\n 在 Model 3 项目最黑暗的日子里,我找到了 Tim Cook,希望与他讨论苹果收购特斯拉的可能性(以我们当前市值的十分之一收购)。但他拒绝了参加会议。","content":"<blockquote>\n 马斯克不喜欢<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,但不得不重视<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。\n</blockquote>\n<blockquote>\n 在 Model 3 项目最黑暗的日子里,我找到了 Tim Cook,希望与他讨论苹果收购<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的可能性(以我们当前市值的十分之一收购)。但他拒绝了参加会议。\n</blockquote>\n<p>这是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> CEO 马斯克(Elon Musk)于 12 月 23 日在 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 上的爆料。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b8c6c3d6f7baed19a1733571bd3064\" tg-width=\"598\" tg-height=\"243\"></p>\n<p>然而,这个爆料,是基于路透社最近爆出的一个大消息:</p>\n<blockquote>\n 苹果将在 2024 年推出 Apple Car。\n</blockquote>\n<p>所以,马斯克的上述爆料中,字里行间都是一种浓浓的复仇般的快意,潜台词大概是:昨天你苹果看不起我特斯拉,今天我特斯拉已经成功逆袭,还跑在你苹果前面。</p>\n<p>的确,特斯拉最近的确是风头无两——截至 12 月 22 日美股收盘,其市值已在 6000 亿美元之上。</p>\n<p>如果苹果造车为真,那么特斯拉必然迎来一个最强劲的对手。</p>\n<p><b>1、特斯拉的至暗时刻</b></p>\n<p>与特朗普类似,马斯克在 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 上也是比较话痨。</p>\n<p>此前,马斯克曾经在 Twitter 上谈到过特斯拉的至暗时刻——当时,他距离破产大概只有一个月的时间。他表示:</p>\n<blockquote>\n 那是在 2017 年中至 2019 年中,Model 3 产能爬坡长期处在极端的压力和痛苦之下。无论是生产还是物流,都像地狱一般。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3c4f8f274889ab81d64f5590ade8312a\" tg-width=\"579\" tg-height=\"343\"></p>\n<p>的确,Model 3 车型的生产,给特斯拉带来过严重的危机。</p>\n<p>雷锋网了解到,特斯拉最早宣布 Model 3 车型,是在 2014 年 7 月;后来到了 2016 年 3 月 31 日,该车才正式发布,售价 3.5 万美元——然而,在当时的发布会上,马斯克就表示,Model 3 将在 2017 年年底发货。</p>\n<p>由此可见造车的艰难。</p>\n<p>2017 年 7 月,Model 3 开始量产;当时预计每周生产 1000 台车,到年末每周产量达到 5000 台——然而直到当月底,特斯拉才交付了首批 30 辆 Model 3。</p>\n<p>然而后来事实证明,Model 3 的量产计划被大幅度延迟;实际上,特拉斯在 2017 年第三季度只生产了 260 辆车,大幅低于马斯克的预期;每周 5000 辆 Model 3 的生产计划,也延迟到 2018 年第一季度末。</p>\n<p>当时,针对 Model 3 量产的问题,马斯克表示:如果地狱分为九个等级,那么几个月前特斯拉超级工厂处在最残酷的“第九等级”,而现在到了“第八等级”。</p>\n<p><img src=\"https://static.tigerbbs.com/8ffe15eaf1ff4c5503acca19a6a3f025\" tg-width=\"740\" tg-height=\"433\"></p>\n<p>到了 2018 年 1 月,多名特斯拉现任和离任雇员向 CNBC 透露,特斯拉的电池生产问题比公司承认的更为严重。</p>\n<p>有报道称,2018 上半年,为了解决 Model 3 的量产问题,马斯克都没有时间回家和洗澡,睡觉都在办公室——甚至在 2018 年 6 月,马斯克的生日都是在特斯拉办公室度过的。</p>\n<p>2018 年 8 月,马斯克接受了《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》采访,详细披露了他的真实生活:他每周工作 120 个小时,缺少社交生活以及依靠一种名为 Ambien 的安眠药来帮助睡眠——这篇文章让特斯拉股价在一天之内下跌了 9%。</p>\n<p><img src=\"https://static.tigerbbs.com/eb0cd5a88d7861365771e87d4ac3578c\" tg-width=\"740\" tg-height=\"455\"></p>\n<p>在那次采访中,马斯克还表示:</p>\n<blockquote>\n 过去一年是我职业生涯中最为艰难与痛苦的一年,这一年实在是糟糕透顶了。\n</blockquote>\n<p>可以看到,特斯拉的至暗时刻,其实就是 Model 3 量产产能爬坡的那段时间——雷锋网注意到,那段时间,特斯拉的股价的确在 60 元上下,差不多在如今十分之一的水平。</p>\n<p><b>2、苹果造车:山雨欲来风满楼</b></p>\n<p>在造车领域,特斯拉已经上演了一个精彩的逆袭故事;而如今马斯克的最新爆料,又增加了这个故事的戏剧性——同时,这个故事也说明了一点:马斯克不喜欢苹果。</p>\n<p>马斯克对苹果存在负面看法,其实在很大程度上也与传闻中的苹果造车计划相关。</p>\n<p>实际上,早在 2014 年,就有媒体报道了苹果的 Project Titan 造车计划;后来 Tim Cook 造访宝马公司德国总部,并且从大众、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等企业挖来了无人驾驶人才,也从特斯拉挖了一些工程师。</p>\n<p>2015 年 10 月,在接受德国报纸 Handelsblatt 采访时,有人问他如何看待苹果从特斯拉挖人的行为,马斯克则不无讽刺地表示:</p>\n<blockquote>\n 他们雇佣的都是我们开除的。我们总是开玩笑地将苹果称为“特斯拉坟场”(Tesla Graveyard)。如果你在特斯拉混不下去,你就去苹果好了。我不是在开玩笑。\n</blockquote>\n<p>他还表示,汽车可比<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表复杂多了,“你不能直接就到一个像富士康这样的供应商那里说:给我造一辆车”。</p>\n<p>然而,真正能够代表特斯拉和苹果在人才方面的角逐的,是 Doug Field。</p>\n<p>Doug Field 曾是苹果 Mac 硬件工程副总裁,后来在特斯拉待了 5 年, 负责 Model 3 的车辆工程和制造,马斯克对他的评价是 \"世界上最有才华的工程管理人才\"——有趣的是,Doug Field 后来又从特拉斯回到了苹果。</p>\n<p><img src=\"https://static.tigerbbs.com/3c4f8f274889ab81d64f5590ade8312a\" tg-width=\"579\" tg-height=\"343\"></p>\n<p>不过,需要说明的是,在 2017 年之前,苹果官方从来没有公开承认过其在造车或者自动驾驶方面的计划——然而在 2017 年,苹果 CEO Tim Cook 第一次证实该公司正在研发自动驾驶软件,他表示:</p>\n<blockquote>\n 我们专注于自动驾驶系统。这是一项我们认为非常重要的核心技术。我们把它看作是所有人工智能项目之母。这可能是最困难的人工智能项目之一。\n</blockquote>\n<p>2018 年,Tim Cook 在接受 CNN 采访时也表示,苹果确实在汽车领域进行布局,不过并不是之前所传的造车,而是特别强调了侧重于研发自主软件系统;他还表示:</p>\n<blockquote>\n 苹果不一定非要推出自动驾驶汽车,自主系统可能是所有机器学习产品的基础,将来能够用在企业的诸多产品和服务当中。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a70c77460ec0930c910cb42154b3814b\" tg-width=\"740\" tg-height=\"370\"></p>\n<p>据《科创板日报》报道,2019 年后,苹果在智能汽车领域的落子明显加快,在汽车领域的专利大量获批,专利覆盖广泛,包括自动导航、充电技术、CarPlay 车载系统、车体结构优化、车内安全设施等多方面技术。</p>\n<p>其中在 2019 年 6 月,苹果收购了由吴恩达担任董事的自动驾驶汽车初创公司 Drive.ai。</p>\n<p>值得一提的是,在 2020 年的 WWDC 上,苹果还介绍了电动车导航、CarPlay 系统、手机钥匙三大新功能。不仅如此,就在 12 月上旬,彭博社还报道称,苹果自动驾驶部门换帅,由负责 AI 的高级副总裁 John Giannandrea 接任,全权负责苹果自动驾驶系统的后续开发。</p>\n<p>一言以蔽之:苹果的造车计划,已经是山雨欲来风满楼。</p>\n<p><b>3、苹果与特斯拉,恐怕必然会有一战</b></p>\n<p>苹果和特斯拉,一个是全球市值排名第一的科技巨头,一个是电动汽车细分领域无可争议的先驱和王者——从目前的情况来看,它们未来将产生越来越大的交集。</p>\n<p><img src=\"https://static.tigerbbs.com/22b8bcb43fa1ca1b9d00c6be8a877a6f\" tg-width=\"960\" tg-height=\"419\"></p>\n<p>不过,在电动汽车这个领域,苹果终究是后来者。</p>\n<p>根据中国台湾媒体的最新报道,苹果已经向和大、和勤、富田等台湾汽车零部件企业提出了备货要求,并将相关业者列入首波供应链;而根据路透社的最新报道,苹果正在推进自动驾驶技术和电池技术,并且致力于在 2024 年推出一款新车。</p>\n<p><img src=\"https://static.tigerbbs.com/8b07cf925556aca5a72fc9f9c821d9e4\" tg-width=\"615\" tg-height=\"318\"></p>\n<p>对于苹果的造车计划,华尔街众说纷纭。比如说<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师 Adam Jonas 认为:</p>\n<blockquote>\n 汽车行业现有企业面临着竞争风险。重要的是,苹果拥有资金和吸引并留住顶尖人才的能力。我们并不认为苹果想要像今天的汽车公司设想的那样进入汽车行业。但苹果可能有兴趣通过硬件、软件和服务的垂直整合来改善驾驶体验。\n</blockquote>\n<p>显然,他是看好苹果造车,但同时《巴伦周刊》则认为苹果造车不是个好主意。</p>\n<p>无论如何,市场已经感受到了苹果对特斯拉的威胁。</p>\n<p>比如说,美股数据显示,12 月 21 日和 22 日,特斯拉股价出现了连续下跌,累计跌幅高达 7.86%,市值也蒸发了 518 亿美元(约合人民币 4300 亿元)。而在同样时间段内,苹果的股价则连续两天上涨,累计涨幅 4.13%,市值增长了 888 亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/94605e7ea8320961fdda05c7a46d9541\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>某种程度上,马斯克在 Twitter 对苹果的揶揄,也似乎表明他已经感受到了来自苹果的威胁。</p>\n<p>好在,电动汽车制造的难度更大,而 2024 年也尚且遥远,马斯克还有足够的时间,去迎接来自苹果的巨大挑战。</p>\n<p>但二者之间的一场大战,恐怕是难以避免了。</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\" />\n<title>苹果与特斯拉,必有一战</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苹果与特斯拉,必有一战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-12-23 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 马斯克不喜欢<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,但不得不重视<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。\n</blockquote>\n<blockquote>\n 在 Model 3 项目最黑暗的日子里,我找到了 Tim Cook,希望与他讨论苹果收购<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的可能性(以我们当前市值的十分之一收购)。但他拒绝了参加会议。\n</blockquote>\n<p>这是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> CEO 马斯克(Elon Musk)于 12 月 23 日在 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 上的爆料。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b8c6c3d6f7baed19a1733571bd3064\" tg-width=\"598\" tg-height=\"243\"></p>\n<p>然而,这个爆料,是基于路透社最近爆出的一个大消息:</p>\n<blockquote>\n 苹果将在 2024 年推出 Apple Car。\n</blockquote>\n<p>所以,马斯克的上述爆料中,字里行间都是一种浓浓的复仇般的快意,潜台词大概是:昨天你苹果看不起我特斯拉,今天我特斯拉已经成功逆袭,还跑在你苹果前面。</p>\n<p>的确,特斯拉最近的确是风头无两——截至 12 月 22 日美股收盘,其市值已在 6000 亿美元之上。</p>\n<p>如果苹果造车为真,那么特斯拉必然迎来一个最强劲的对手。</p>\n<p><b>1、特斯拉的至暗时刻</b></p>\n<p>与特朗普类似,马斯克在 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 上也是比较话痨。</p>\n<p>此前,马斯克曾经在 Twitter 上谈到过特斯拉的至暗时刻——当时,他距离破产大概只有一个月的时间。他表示:</p>\n<blockquote>\n 那是在 2017 年中至 2019 年中,Model 3 产能爬坡长期处在极端的压力和痛苦之下。无论是生产还是物流,都像地狱一般。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3c4f8f274889ab81d64f5590ade8312a\" tg-width=\"579\" tg-height=\"343\"></p>\n<p>的确,Model 3 车型的生产,给特斯拉带来过严重的危机。</p>\n<p>雷锋网了解到,特斯拉最早宣布 Model 3 车型,是在 2014 年 7 月;后来到了 2016 年 3 月 31 日,该车才正式发布,售价 3.5 万美元——然而,在当时的发布会上,马斯克就表示,Model 3 将在 2017 年年底发货。</p>\n<p>由此可见造车的艰难。</p>\n<p>2017 年 7 月,Model 3 开始量产;当时预计每周生产 1000 台车,到年末每周产量达到 5000 台——然而直到当月底,特斯拉才交付了首批 30 辆 Model 3。</p>\n<p>然而后来事实证明,Model 3 的量产计划被大幅度延迟;实际上,特拉斯在 2017 年第三季度只生产了 260 辆车,大幅低于马斯克的预期;每周 5000 辆 Model 3 的生产计划,也延迟到 2018 年第一季度末。</p>\n<p>当时,针对 Model 3 量产的问题,马斯克表示:如果地狱分为九个等级,那么几个月前特斯拉超级工厂处在最残酷的“第九等级”,而现在到了“第八等级”。</p>\n<p><img src=\"https://static.tigerbbs.com/8ffe15eaf1ff4c5503acca19a6a3f025\" tg-width=\"740\" tg-height=\"433\"></p>\n<p>到了 2018 年 1 月,多名特斯拉现任和离任雇员向 CNBC 透露,特斯拉的电池生产问题比公司承认的更为严重。</p>\n<p>有报道称,2018 上半年,为了解决 Model 3 的量产问题,马斯克都没有时间回家和洗澡,睡觉都在办公室——甚至在 2018 年 6 月,马斯克的生日都是在特斯拉办公室度过的。</p>\n<p>2018 年 8 月,马斯克接受了《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》采访,详细披露了他的真实生活:他每周工作 120 个小时,缺少社交生活以及依靠一种名为 Ambien 的安眠药来帮助睡眠——这篇文章让特斯拉股价在一天之内下跌了 9%。</p>\n<p><img src=\"https://static.tigerbbs.com/eb0cd5a88d7861365771e87d4ac3578c\" tg-width=\"740\" tg-height=\"455\"></p>\n<p>在那次采访中,马斯克还表示:</p>\n<blockquote>\n 过去一年是我职业生涯中最为艰难与痛苦的一年,这一年实在是糟糕透顶了。\n</blockquote>\n<p>可以看到,特斯拉的至暗时刻,其实就是 Model 3 量产产能爬坡的那段时间——雷锋网注意到,那段时间,特斯拉的股价的确在 60 元上下,差不多在如今十分之一的水平。</p>\n<p><b>2、苹果造车:山雨欲来风满楼</b></p>\n<p>在造车领域,特斯拉已经上演了一个精彩的逆袭故事;而如今马斯克的最新爆料,又增加了这个故事的戏剧性——同时,这个故事也说明了一点:马斯克不喜欢苹果。</p>\n<p>马斯克对苹果存在负面看法,其实在很大程度上也与传闻中的苹果造车计划相关。</p>\n<p>实际上,早在 2014 年,就有媒体报道了苹果的 Project Titan 造车计划;后来 Tim Cook 造访宝马公司德国总部,并且从大众、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等企业挖来了无人驾驶人才,也从特斯拉挖了一些工程师。</p>\n<p>2015 年 10 月,在接受德国报纸 Handelsblatt 采访时,有人问他如何看待苹果从特斯拉挖人的行为,马斯克则不无讽刺地表示:</p>\n<blockquote>\n 他们雇佣的都是我们开除的。我们总是开玩笑地将苹果称为“特斯拉坟场”(Tesla Graveyard)。如果你在特斯拉混不下去,你就去苹果好了。我不是在开玩笑。\n</blockquote>\n<p>他还表示,汽车可比<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表复杂多了,“你不能直接就到一个像富士康这样的供应商那里说:给我造一辆车”。</p>\n<p>然而,真正能够代表特斯拉和苹果在人才方面的角逐的,是 Doug Field。</p>\n<p>Doug Field 曾是苹果 Mac 硬件工程副总裁,后来在特斯拉待了 5 年, 负责 Model 3 的车辆工程和制造,马斯克对他的评价是 \"世界上最有才华的工程管理人才\"——有趣的是,Doug Field 后来又从特拉斯回到了苹果。</p>\n<p><img src=\"https://static.tigerbbs.com/3c4f8f274889ab81d64f5590ade8312a\" tg-width=\"579\" tg-height=\"343\"></p>\n<p>不过,需要说明的是,在 2017 年之前,苹果官方从来没有公开承认过其在造车或者自动驾驶方面的计划——然而在 2017 年,苹果 CEO Tim Cook 第一次证实该公司正在研发自动驾驶软件,他表示:</p>\n<blockquote>\n 我们专注于自动驾驶系统。这是一项我们认为非常重要的核心技术。我们把它看作是所有人工智能项目之母。这可能是最困难的人工智能项目之一。\n</blockquote>\n<p>2018 年,Tim Cook 在接受 CNN 采访时也表示,苹果确实在汽车领域进行布局,不过并不是之前所传的造车,而是特别强调了侧重于研发自主软件系统;他还表示:</p>\n<blockquote>\n 苹果不一定非要推出自动驾驶汽车,自主系统可能是所有机器学习产品的基础,将来能够用在企业的诸多产品和服务当中。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a70c77460ec0930c910cb42154b3814b\" tg-width=\"740\" tg-height=\"370\"></p>\n<p>据《科创板日报》报道,2019 年后,苹果在智能汽车领域的落子明显加快,在汽车领域的专利大量获批,专利覆盖广泛,包括自动导航、充电技术、CarPlay 车载系统、车体结构优化、车内安全设施等多方面技术。</p>\n<p>其中在 2019 年 6 月,苹果收购了由吴恩达担任董事的自动驾驶汽车初创公司 Drive.ai。</p>\n<p>值得一提的是,在 2020 年的 WWDC 上,苹果还介绍了电动车导航、CarPlay 系统、手机钥匙三大新功能。不仅如此,就在 12 月上旬,彭博社还报道称,苹果自动驾驶部门换帅,由负责 AI 的高级副总裁 John Giannandrea 接任,全权负责苹果自动驾驶系统的后续开发。</p>\n<p>一言以蔽之:苹果的造车计划,已经是山雨欲来风满楼。</p>\n<p><b>3、苹果与特斯拉,恐怕必然会有一战</b></p>\n<p>苹果和特斯拉,一个是全球市值排名第一的科技巨头,一个是电动汽车细分领域无可争议的先驱和王者——从目前的情况来看,它们未来将产生越来越大的交集。</p>\n<p><img src=\"https://static.tigerbbs.com/22b8bcb43fa1ca1b9d00c6be8a877a6f\" tg-width=\"960\" tg-height=\"419\"></p>\n<p>不过,在电动汽车这个领域,苹果终究是后来者。</p>\n<p>根据中国台湾媒体的最新报道,苹果已经向和大、和勤、富田等台湾汽车零部件企业提出了备货要求,并将相关业者列入首波供应链;而根据路透社的最新报道,苹果正在推进自动驾驶技术和电池技术,并且致力于在 2024 年推出一款新车。</p>\n<p><img src=\"https://static.tigerbbs.com/8b07cf925556aca5a72fc9f9c821d9e4\" tg-width=\"615\" tg-height=\"318\"></p>\n<p>对于苹果的造车计划,华尔街众说纷纭。比如说<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师 Adam Jonas 认为:</p>\n<blockquote>\n 汽车行业现有企业面临着竞争风险。重要的是,苹果拥有资金和吸引并留住顶尖人才的能力。我们并不认为苹果想要像今天的汽车公司设想的那样进入汽车行业。但苹果可能有兴趣通过硬件、软件和服务的垂直整合来改善驾驶体验。\n</blockquote>\n<p>显然,他是看好苹果造车,但同时《巴伦周刊》则认为苹果造车不是个好主意。</p>\n<p>无论如何,市场已经感受到了苹果对特斯拉的威胁。</p>\n<p>比如说,美股数据显示,12 月 21 日和 22 日,特斯拉股价出现了连续下跌,累计跌幅高达 7.86%,市值也蒸发了 518 亿美元(约合人民币 4300 亿元)。而在同样时间段内,苹果的股价则连续两天上涨,累计涨幅 4.13%,市值增长了 888 亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/94605e7ea8320961fdda05c7a46d9541\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>某种程度上,马斯克在 Twitter 对苹果的揶揄,也似乎表明他已经感受到了来自苹果的威胁。</p>\n<p>好在,电动汽车制造的难度更大,而 2024 年也尚且遥远,马斯克还有足够的时间,去迎接来自苹果的巨大挑战。</p>\n<p>但二者之间的一场大战,恐怕是难以避免了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a29accc6c8cffbae716c93b099f83604","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145596287","content_text":"马斯克不喜欢苹果,但不得不重视苹果。\n\n\n 在 Model 3 项目最黑暗的日子里,我找到了 Tim Cook,希望与他讨论苹果收购特斯拉的可能性(以我们当前市值的十分之一收购)。但他拒绝了参加会议。\n\n这是特斯拉 CEO 马斯克(Elon Musk)于 12 月 23 日在 Twitter 上的爆料。\n\n然而,这个爆料,是基于路透社最近爆出的一个大消息:\n\n 苹果将在 2024 年推出 Apple Car。\n\n所以,马斯克的上述爆料中,字里行间都是一种浓浓的复仇般的快意,潜台词大概是:昨天你苹果看不起我特斯拉,今天我特斯拉已经成功逆袭,还跑在你苹果前面。\n的确,特斯拉最近的确是风头无两——截至 12 月 22 日美股收盘,其市值已在 6000 亿美元之上。\n如果苹果造车为真,那么特斯拉必然迎来一个最强劲的对手。\n1、特斯拉的至暗时刻\n与特朗普类似,马斯克在 Twitter 上也是比较话痨。\n此前,马斯克曾经在 Twitter 上谈到过特斯拉的至暗时刻——当时,他距离破产大概只有一个月的时间。他表示:\n\n 那是在 2017 年中至 2019 年中,Model 3 产能爬坡长期处在极端的压力和痛苦之下。无论是生产还是物流,都像地狱一般。\n\n\n的确,Model 3 车型的生产,给特斯拉带来过严重的危机。\n雷锋网了解到,特斯拉最早宣布 Model 3 车型,是在 2014 年 7 月;后来到了 2016 年 3 月 31 日,该车才正式发布,售价 3.5 万美元——然而,在当时的发布会上,马斯克就表示,Model 3 将在 2017 年年底发货。\n由此可见造车的艰难。\n2017 年 7 月,Model 3 开始量产;当时预计每周生产 1000 台车,到年末每周产量达到 5000 台——然而直到当月底,特斯拉才交付了首批 30 辆 Model 3。\n然而后来事实证明,Model 3 的量产计划被大幅度延迟;实际上,特拉斯在 2017 年第三季度只生产了 260 辆车,大幅低于马斯克的预期;每周 5000 辆 Model 3 的生产计划,也延迟到 2018 年第一季度末。\n当时,针对 Model 3 量产的问题,马斯克表示:如果地狱分为九个等级,那么几个月前特斯拉超级工厂处在最残酷的“第九等级”,而现在到了“第八等级”。\n\n到了 2018 年 1 月,多名特斯拉现任和离任雇员向 CNBC 透露,特斯拉的电池生产问题比公司承认的更为严重。\n有报道称,2018 上半年,为了解决 Model 3 的量产问题,马斯克都没有时间回家和洗澡,睡觉都在办公室——甚至在 2018 年 6 月,马斯克的生日都是在特斯拉办公室度过的。\n2018 年 8 月,马斯克接受了《纽约时报》采访,详细披露了他的真实生活:他每周工作 120 个小时,缺少社交生活以及依靠一种名为 Ambien 的安眠药来帮助睡眠——这篇文章让特斯拉股价在一天之内下跌了 9%。\n\n在那次采访中,马斯克还表示:\n\n 过去一年是我职业生涯中最为艰难与痛苦的一年,这一年实在是糟糕透顶了。\n\n可以看到,特斯拉的至暗时刻,其实就是 Model 3 量产产能爬坡的那段时间——雷锋网注意到,那段时间,特斯拉的股价的确在 60 元上下,差不多在如今十分之一的水平。\n2、苹果造车:山雨欲来风满楼\n在造车领域,特斯拉已经上演了一个精彩的逆袭故事;而如今马斯克的最新爆料,又增加了这个故事的戏剧性——同时,这个故事也说明了一点:马斯克不喜欢苹果。\n马斯克对苹果存在负面看法,其实在很大程度上也与传闻中的苹果造车计划相关。\n实际上,早在 2014 年,就有媒体报道了苹果的 Project Titan 造车计划;后来 Tim Cook 造访宝马公司德国总部,并且从大众、英伟达等企业挖来了无人驾驶人才,也从特斯拉挖了一些工程师。\n2015 年 10 月,在接受德国报纸 Handelsblatt 采访时,有人问他如何看待苹果从特斯拉挖人的行为,马斯克则不无讽刺地表示:\n\n 他们雇佣的都是我们开除的。我们总是开玩笑地将苹果称为“特斯拉坟场”(Tesla Graveyard)。如果你在特斯拉混不下去,你就去苹果好了。我不是在开玩笑。\n\n他还表示,汽车可比智能手机和智能手表复杂多了,“你不能直接就到一个像富士康这样的供应商那里说:给我造一辆车”。\n然而,真正能够代表特斯拉和苹果在人才方面的角逐的,是 Doug Field。\nDoug Field 曾是苹果 Mac 硬件工程副总裁,后来在特斯拉待了 5 年, 负责 Model 3 的车辆工程和制造,马斯克对他的评价是 \"世界上最有才华的工程管理人才\"——有趣的是,Doug Field 后来又从特拉斯回到了苹果。\n\n不过,需要说明的是,在 2017 年之前,苹果官方从来没有公开承认过其在造车或者自动驾驶方面的计划——然而在 2017 年,苹果 CEO Tim Cook 第一次证实该公司正在研发自动驾驶软件,他表示:\n\n 我们专注于自动驾驶系统。这是一项我们认为非常重要的核心技术。我们把它看作是所有人工智能项目之母。这可能是最困难的人工智能项目之一。\n\n2018 年,Tim Cook 在接受 CNN 采访时也表示,苹果确实在汽车领域进行布局,不过并不是之前所传的造车,而是特别强调了侧重于研发自主软件系统;他还表示:\n\n 苹果不一定非要推出自动驾驶汽车,自主系统可能是所有机器学习产品的基础,将来能够用在企业的诸多产品和服务当中。\n\n\n据《科创板日报》报道,2019 年后,苹果在智能汽车领域的落子明显加快,在汽车领域的专利大量获批,专利覆盖广泛,包括自动导航、充电技术、CarPlay 车载系统、车体结构优化、车内安全设施等多方面技术。\n其中在 2019 年 6 月,苹果收购了由吴恩达担任董事的自动驾驶汽车初创公司 Drive.ai。\n值得一提的是,在 2020 年的 WWDC 上,苹果还介绍了电动车导航、CarPlay 系统、手机钥匙三大新功能。不仅如此,就在 12 月上旬,彭博社还报道称,苹果自动驾驶部门换帅,由负责 AI 的高级副总裁 John Giannandrea 接任,全权负责苹果自动驾驶系统的后续开发。\n一言以蔽之:苹果的造车计划,已经是山雨欲来风满楼。\n3、苹果与特斯拉,恐怕必然会有一战\n苹果和特斯拉,一个是全球市值排名第一的科技巨头,一个是电动汽车细分领域无可争议的先驱和王者——从目前的情况来看,它们未来将产生越来越大的交集。\n\n不过,在电动汽车这个领域,苹果终究是后来者。\n根据中国台湾媒体的最新报道,苹果已经向和大、和勤、富田等台湾汽车零部件企业提出了备货要求,并将相关业者列入首波供应链;而根据路透社的最新报道,苹果正在推进自动驾驶技术和电池技术,并且致力于在 2024 年推出一款新车。\n\n对于苹果的造车计划,华尔街众说纷纭。比如说摩根士丹利分析师 Adam Jonas 认为:\n\n 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