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二叔达人
2022-11-09
$特步国际(01368)$
看来回不去14快乐
二叔达人
2023-11-22
$小米集团-W(01810)$
老雷再不回购,股价应该又回到11
二叔达人
2023-01-31
$特步国际(01368)$
连续两天高开,低走,没希望了
二叔达人
2023-01-30
$恒生科技指数主连 2302(HTImain)$
大A出现立马把之前涨幅给跌了回来
二叔达人
2022-11-10
$A50指数主连 2211(CNmain)$
不做空,没看头,自身骨头软
二叔达人
2022-11-02
$小米集团-W(01810)$
垃圾,涨的没人多,跌第一名
二叔达人
2022-07-26
$特步国际(01368)$
没戏了。
二叔达人
07-14
经济降级的产物,还自以为是新方向
萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?
二叔达人
2023-12-29
$小米集团-W(01810)$
二叔达人
2023-11-14
你说说看,人家一个消息干飞你
抱歉,原内容已删除
二叔达人
2023-11-06
$特步国际(01368)$
你这是渣
二叔达人
2023-09-15
$特步国际(01368)$
你就是废物,李宁干不过,安踏干飞你
二叔达人
2023-08-15
没屁用
抱歉,原内容已删除
二叔达人
2023-06-26
到头了
抱歉,原内容已删除
二叔达人
2023-03-24
周一暴风雨大跌开启
抱歉,原内容已删除
二叔达人
2023-01-19
$小米集团-W(01810)$
织布机,说明没量了
二叔达人
2022-12-22
没毛用
雷军内部信:小米总裁王翔月底退休,卢伟冰晋升接任
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level!”无人驾驶技术首次在武汉规模应用,便在互联网平台上下掀起热议。有人对黑科技表示支持,称不需要司机就能营业,而且6公里只收4块钱,价格相当“美丽”。有人则吐槽萝卜快跑网约车罢工横停马路,造成当地交通拥堵。</p><p>甚至有网友称:“我能买一台萝卜快跑吗?上下班负责接送我,平时负责挣钱养我。”对于新潮黑科技,网友各持己见,有人担心安全问题,“如果有黑客入侵系统造成事故,谁来负责”?360集团董事长周鸿祎更是建议,不能只从技术出发,还要考虑社会责任,可以把车卖给出租车司机,司机靠无人出租车赚钱,这样还能推动无人驾驶技术发展。</p><p>面对纷杂的议论,凤凰网《风暴眼》采访了行业专家及武汉当地的乘客,还原萝卜快跑杀入网约车行业后市场激流荡漾的图景。</p><p><strong>01</strong></p><p><strong>萝卜快跑“初体验”:</strong></p><p><strong>原本费用10元、仅花3块3,</strong></p><p><strong>缺点是开得慢、有些“笨“</strong></p><p style=\"text-align: justify;\">向阳是无人驾驶的拥趸,他向凤凰网《风暴眼》讲述了7月3日初次体验无人驾驶的经历。他选择的是武汉四新到硚口古田二路的路程,平时花费30元,但是萝卜快跑仅用了19元。</p><p style=\"text-align: justify;\">在感受黑科技新鲜感的同时,他也体会到了便捷与舒适。他认为,萝卜快跑最大的优点是便宜、安静,最大缺点是开得慢,有些笨,不会像人那么随机应变。但是,总体优大于弊,因为时代在发展,科学在进步,无人驾驶是大势所趋。</p><p style=\"text-align: justify;\">今年5月,百度创始人、董事长兼首席执行官李彦宏在财报电话会上披露,截至4月19日,“萝卜快跑”累计服务单量超600万次,“萝卜快跑”已经在11个城市开放载人测试运营服务,在北京、武汉、重庆、深圳、上海开展全无人自动驾驶出行服务。</p><p style=\"text-align: justify;\">另据“湖北发布”消息,百度旗下的自动驾驶出行服务平台“萝卜快跑”在武汉市的全无人订单量迎来爆发式增长,单日单车峰值超过20单,接近出租车司机平均一天的单量。</p><p style=\"text-align: justify;\">对此,向阳告诉凤凰网《风暴眼》,目前武汉当地人对无人驾驶的意见是不统一,有人支持,也有人反对,年轻人体验得多一些,老人、小孩体验得少。武汉人给萝卜快跑起了个名字叫“苕萝卜”,俗称“傻萝卜”。</p><p style=\"text-align: justify;\">“如果正常开车,在遵守交通规则的前提下,该抢就得抢,如果不抢,就会直接停在那。‘萝卜’有点笨,它秉持的是安全第一的原则,遇到什么情况都会主动先让,往往可能会造成交通堵塞。”向阳说。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec60599b03cb7f19784a76e38977495c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"704\"/></p><p style=\"text-align: justify;\">向阳所提到的问题在今年5月曾经发生过。百度“萝卜快跑”无人驾驶车辆致堵车,遭到市民投诉。武汉市交通运输局当时的回复是,工作人员已将该情况反馈到平台,督促平台处理。</p><p style=\"text-align: justify;\">依依在武汉初次体验无人驾驶主要担心的是安全问题。“有点害怕,所以特地选择了较短的行程。”在初次体验后,依依又尝试了几次,觉得出行省钱了,因为下载萝卜快跑APP还有“新人券”,本来回家需要10元,用萝卜仅仅花了3块3。</p><p style=\"text-align: justify;\">她认为,萝卜快跑打车时存在定位不准的问题,通常需要在定位点附近走几十米或上百米,才能找到车,对于赶时间的人而言,可能不太适合。另外,考虑到驾驶安全的问题,前排不能坐人。如遇特殊情况,可以点击SOS按钮,与远程的行车专员通话。</p><p style=\"text-align: justify;\">“我叫的这辆‘萝卜’,没有车牌号。它会发出机器人的声音,有些搞笑。在车内可以点歌听,不用担心黑司机对女乘客的骚扰和犯罪。”依依说。</p><p style=\"text-align: justify;\">对于是否普及无人驾驶,依依则持反对态度。她认为,可以作为智能设备去体验,但是如果普及,一是系统或功能还没有完善,容易发生交通事故。无人驾驶最大的优点是不拒客、不绕路,最大的缺点是不够人性化。机器就是机器,没有办法彻底代替人类。</p><p><strong>02</strong></p><p><strong>无人驾驶技术需提升,</strong></p><p><strong>成本是挑战,安全是关键</strong></p><p style=\"text-align: justify;\">无人驾驶发展迅猛,安全性仍然是用户关注的重要问题。今年7月,有武汉网友在短视频平台发布视频,称“萝卜快跑”在武汉街头与行人相撞。</p><p style=\"text-align: justify;\">汇生国际资本总裁黄立冲在接受凤凰网《风暴眼》采访时指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同。萝卜快跑采用了成像视频、车载雷达和激光雷达的结合,部分由视觉AI操控,部分通过软件代码操控,可能会设置固定路线并受到地理限制。</p><p style=\"text-align: justify;\">“虽然在低速行驶时问题不大,但如果数量增多,可能会引发交通堵塞等问题。”黄立冲表示,目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。国内的自动驾驶技术尚未达到L4级,仍存在潜在风险。</p><p style=\"text-align: justify;\">根据国际自动机工程师学会(SAE)的自动驾驶分级标准,自动驾驶技术共分为六个级别,从L0到L5。L3级自动驾驶指的是在特定条件下能够自主驾驶,例如,在高速公路或交通状况良好的情况下,车辆可以自行控制转向、加速和制动。而L4级自动驾驶代表了高度自动化的水平。</p><p style=\"text-align: justify;\">在L4级自动驾驶中,驾驶员在绝大多数情况下不需要参与驾驶操作,即使出现系统故障或无法应对的情况,车辆也能够安全地停靠或进入安全模式,尽量减少对驾驶员的依赖。尽管如此,L4级别仍然受到地理和环境的限制,与L5完全自动驾驶不同。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc47f6823213cab951637dc43913071\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"721\"/></p><p style=\"text-align: justify;\">技术层面尚需完善,另一个更为重要的问题则是商业化落地。据华福证券预计,2023年因自动驾驶技术尚未成熟、L3和L4级别自动驾驶车型未规模化量产,成本挑战在2026年前仍将存在。</p><p style=\"text-align: justify;\">“‘技术+整车+平台’的‘金三角’合作模式为当前主流,其中自动驾驶技术公司驱动Robotaxi商业化进程,拥有成熟L4+技术支持是Robotaxi落地关键。”华福证券称。</p><p style=\"text-align: justify;\">不过,对于无人驾驶技术的推进,艾媒咨询CEO张毅非常看好。他对凤凰网《风暴眼》指出,只要科技能促进生产力的发展、提升生产效率,促进生产关系的跃升,就是好业务,发展之势不可阻挡。</p><p style=\"text-align: justify;\">面对市场上的一些杂音,“按照经验来看,基于信息差、信息不对称等因素影响,几乎每一波技术革命里都难免有技术带来负面问题的发生。政府层面也需要加强监管,提前就位。尤其是,平台企业在开放业务时,设定需要更加周全,从而保证整体市场秩序及行业变革往好的方面发展。”张毅称。</p><p><strong>03</strong></p><p><strong>BAT掉队多年的百度</strong></p><p><strong>能靠自动驾驶翻身吗?</strong></p><p style=\"text-align: justify;\">新能源汽车比拼迈入下半场,AI大模型进入“拼应用”的阶段。北京大学博雅特聘教授、中国经济研究中心主任、南南学院执行院长姚洋曾告诉凤凰网《风暴眼》,未来车企或会“卷”自动驾驶,预计中国未来几年自动驾驶会实现井喷式增长。</p><p style=\"text-align: justify;\">业内更为关心的是,掉队多年的百度能否靠自动驾驶翻身。尽管搜索服务仍然是百度业务的重要组成部分,但是在抖音、快手、B站等新兴内容平台的冲击下,百度传统搜索广告业务遭受重创。互联网电商巨头洗牌加剧,腾讯正全力押注视频号,阿里则聚焦强化其核心竞争力电商与云计算两大支柱。百度李彦宏则多年前转换赛道,押注AI及智能驾驶等智能领域。</p><p style=\"text-align: justify;\">“百度萝卜快跑无人驾驶落地布局,还是有希望打造一个‘新百度’。从近日资本市场股价上涨就可以看出来。这两年AI很火,大家期待AI能带来变革机会,百度无人驾驶为AI变现提供了收益的机会。但是,无人驾驶网约车要想获得市场认可,恐怕还需要很长的路走。从商业逻辑来看,要考虑市场整体平衡问题、政府监管问题以及同行适应过程等。”某位车圈资深人士如此告诉凤凰网《风暴眼》。</p><p style=\"text-align: justify;\">Momenta CEO曹旭东也曾向凤凰网《风暴眼》透露,2030年中国及全球才会实现大规模的自动驾驶。这意味对于无人驾驶的企业来说,想要真正实现盈利尚需时间。</p><p style=\"text-align: justify;\">从2013年布局自动驾驶,2017年推出全球首个自动驾驶开放平台Apollo,百度被业内称为“智能驾驶是起了个大早,赶了个晚集”。具体到百度的萝卜快跑来看,2022年8月“萝卜快跑”以5台示范车在武汉启动全无人自动驾驶商业化运营,2024年才实现规模化上路。</p><p style=\"text-align: justify;\">更为重要的是,布局10多年,百度的自动驾驶尚处于“烧钱”的阶段。有百度高管称,萝卜快跑计划于2024年末在武汉达到收支平衡,并预计在2025年实现盈利。</p><p style=\"text-align: justify;\">据公开媒体报道,百度副总裁、自动驾驶技术部总经理王云鹏称,Apollo第五代无人车各项成本总计48万元,且车辆可确保5年内的可靠运营,车的成本按5年分摊每天是263元。现役运行的车辆中大约需要300名安全员,武汉 “自动驾驶安全员”月薪为5000元至7000元。所有安全员一个月工资约170万元。</p><p style=\"text-align: justify;\">为进一步缩减成本,今年 5 月,百度在 ApolloDay 宣布第六代无人车的成本降至 20 万元,且在四季度投放 1000 辆第六代无人车,实车安全员也将被取消,全部转为远程监控。届时经营效率可以大幅提高。</p><p style=\"text-align: justify;\">作为曾经的互联网三巨头,近年来,百度无论市值还是营收已在BAT(百度、阿里巴巴、腾讯)中掉队。从业绩来看,腾讯控股、阿里巴巴、百度今年一季度营收分别为1595亿元、2218.7亿元、314.3亿元,而近两年百度营收基本在300亿徘徊,增长疲软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/036bcfa9148af92047f9df7e963e90b3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"528\"/></p><p style=\"text-align: justify;\">此外,在网红时代,百度的声量并不高。今年爆火的百度璩静事件,让百度深陷舆论漩涡,侧面反映了百度想弥补自身流量空白的期望。</p><p style=\"text-align: justify;\">在大模型领域的比拼中,被百度押注的AI领域同样面临挑战。百度推出的是文心一言,面对抖音豆包、阿里云通义千问等竞争对手的厮杀,百度直接宣布免费。这意味着大模型也在“烧钱”。</p><p style=\"text-align: justify;\">如今,成立24年的百度在智能驾驶领域对手强劲,百度、谷歌、华为等都处于第一梯队。华为不惜砸重金发展智驾。近年来,华为已经构建起长安、北汽蓝谷、江淮等车企“朋友圈”。目前,奇瑞、江淮、北汽等车企均加入了智选模式。</p><p style=\"text-align: justify;\">国外层面,特斯拉的智能驾驶一直被国内车企所关注。今年4月,马斯克中国行,被认为与推动完全自动驾驶(FSD )在中国落地有关。在曹旭东看来,特斯拉牵引了中国电动车的发展,在自动驾驶行业里,特斯拉研发的自动驾驶系统FSD也将来到中国。</p><p style=\"text-align: justify;\">如若这样,百度无人驾驶或将面对国外强敌“环伺”的局面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a78d72db49677335df19a4e8fc57fb57\" alt=\"(来源:数读商业)\" title=\"(来源:数读商业)\" tg-width=\"1080\" tg-height=\"694\"/><span>(来源:数读商业)</span></p><p style=\"text-align: justify;\">当然,无人驾驶技术的完善并非那么容易。仅从技术牛人马斯克来说,他认为,随着 FSD 系统不断进步,判断哪个 AI 模型更好变得愈发困难,目前尚未完全发挥自动驾驶硬件Hardware 4 的全部潜能。根据外媒报道,特斯拉原计划在 8 月 8 日发布的 Robotaxi 无人驾驶出租车,将推迟至 10 月发布。</p><p style=\"text-align: justify;\">车圈比拼“血雨腥风”,谁能率先实现技术落地、跑通商业模式,谁就能抢到生存的券码。</p><p style=\"text-align: justify;\">据太平洋证券预测,在2025年和2030年,中国Robotaxi(无人驾驶出租车)的市场规模分别有望突破1.18万亿元和2.93万亿元。面对万亿级市场,玩家们也在逐渐增多,百度想要打好这场翻身仗,似乎也并不是那么容易。</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>萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-13 09:23 北京时间 <a href=https://mp.weixin.qq.com/s/WO71Cc4PGQhA38dXEe8jjw><strong>凤凰网财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心提示:1、截至4月19日,“萝卜快跑”累计服务单量超600万次。多位武汉市民用“便宜”“激动”“有点笨”等词汇,向凤凰网《风暴眼》描述了初次乘坐萝卜快跑的感受。2、有专家对凤凰网《风暴眼》指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同,萝卜快跑部分通过软件代码操控,可能会设置固定路线并受到地理限制。目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。3、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WO71Cc4PGQhA38dXEe8jjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e94279867bea464180e730f2325f5f32","relate_stocks":{"89888":"百度集团-SWR","LU0051755006.USD":"摩根大通中国A (dist)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1095":"互动媒体与服务","LU0052750758.USD":"富兰克林中国基金A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0173614495.USD":"富达中国焦点A","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN 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level!”无人驾驶技术首次在武汉规模应用,便在互联网平台上下掀起热议。有人对黑科技表示支持,称不需要司机就能营业,而且6公里只收4块钱,价格相当“美丽”。有人则吐槽萝卜快跑网约车罢工横停马路,造成当地交通拥堵。甚至有网友称:“我能买一台萝卜快跑吗?上下班负责接送我,平时负责挣钱养我。”对于新潮黑科技,网友各持己见,有人担心安全问题,“如果有黑客入侵系统造成事故,谁来负责”?360集团董事长周鸿祎更是建议,不能只从技术出发,还要考虑社会责任,可以把车卖给出租车司机,司机靠无人出租车赚钱,这样还能推动无人驾驶技术发展。面对纷杂的议论,凤凰网《风暴眼》采访了行业专家及武汉当地的乘客,还原萝卜快跑杀入网约车行业后市场激流荡漾的图景。01萝卜快跑“初体验”:原本费用10元、仅花3块3,缺点是开得慢、有些“笨“向阳是无人驾驶的拥趸,他向凤凰网《风暴眼》讲述了7月3日初次体验无人驾驶的经历。他选择的是武汉四新到硚口古田二路的路程,平时花费30元,但是萝卜快跑仅用了19元。在感受黑科技新鲜感的同时,他也体会到了便捷与舒适。他认为,萝卜快跑最大的优点是便宜、安静,最大缺点是开得慢,有些笨,不会像人那么随机应变。但是,总体优大于弊,因为时代在发展,科学在进步,无人驾驶是大势所趋。今年5月,百度创始人、董事长兼首席执行官李彦宏在财报电话会上披露,截至4月19日,“萝卜快跑”累计服务单量超600万次,“萝卜快跑”已经在11个城市开放载人测试运营服务,在北京、武汉、重庆、深圳、上海开展全无人自动驾驶出行服务。另据“湖北发布”消息,百度旗下的自动驾驶出行服务平台“萝卜快跑”在武汉市的全无人订单量迎来爆发式增长,单日单车峰值超过20单,接近出租车司机平均一天的单量。对此,向阳告诉凤凰网《风暴眼》,目前武汉当地人对无人驾驶的意见是不统一,有人支持,也有人反对,年轻人体验得多一些,老人、小孩体验得少。武汉人给萝卜快跑起了个名字叫“苕萝卜”,俗称“傻萝卜”。“如果正常开车,在遵守交通规则的前提下,该抢就得抢,如果不抢,就会直接停在那。‘萝卜’有点笨,它秉持的是安全第一的原则,遇到什么情况都会主动先让,往往可能会造成交通堵塞。”向阳说。向阳所提到的问题在今年5月曾经发生过。百度“萝卜快跑”无人驾驶车辆致堵车,遭到市民投诉。武汉市交通运输局当时的回复是,工作人员已将该情况反馈到平台,督促平台处理。依依在武汉初次体验无人驾驶主要担心的是安全问题。“有点害怕,所以特地选择了较短的行程。”在初次体验后,依依又尝试了几次,觉得出行省钱了,因为下载萝卜快跑APP还有“新人券”,本来回家需要10元,用萝卜仅仅花了3块3。她认为,萝卜快跑打车时存在定位不准的问题,通常需要在定位点附近走几十米或上百米,才能找到车,对于赶时间的人而言,可能不太适合。另外,考虑到驾驶安全的问题,前排不能坐人。如遇特殊情况,可以点击SOS按钮,与远程的行车专员通话。“我叫的这辆‘萝卜’,没有车牌号。它会发出机器人的声音,有些搞笑。在车内可以点歌听,不用担心黑司机对女乘客的骚扰和犯罪。”依依说。对于是否普及无人驾驶,依依则持反对态度。她认为,可以作为智能设备去体验,但是如果普及,一是系统或功能还没有完善,容易发生交通事故。无人驾驶最大的优点是不拒客、不绕路,最大的缺点是不够人性化。机器就是机器,没有办法彻底代替人类。02无人驾驶技术需提升,成本是挑战,安全是关键无人驾驶发展迅猛,安全性仍然是用户关注的重要问题。今年7月,有武汉网友在短视频平台发布视频,称“萝卜快跑”在武汉街头与行人相撞。汇生国际资本总裁黄立冲在接受凤凰网《风暴眼》采访时指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同。萝卜快跑采用了成像视频、车载雷达和激光雷达的结合,部分由视觉AI操控,部分通过软件代码操控,可能会设置固定路线并受到地理限制。“虽然在低速行驶时问题不大,但如果数量增多,可能会引发交通堵塞等问题。”黄立冲表示,目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。国内的自动驾驶技术尚未达到L4级,仍存在潜在风险。根据国际自动机工程师学会(SAE)的自动驾驶分级标准,自动驾驶技术共分为六个级别,从L0到L5。L3级自动驾驶指的是在特定条件下能够自主驾驶,例如,在高速公路或交通状况良好的情况下,车辆可以自行控制转向、加速和制动。而L4级自动驾驶代表了高度自动化的水平。在L4级自动驾驶中,驾驶员在绝大多数情况下不需要参与驾驶操作,即使出现系统故障或无法应对的情况,车辆也能够安全地停靠或进入安全模式,尽量减少对驾驶员的依赖。尽管如此,L4级别仍然受到地理和环境的限制,与L5完全自动驾驶不同。技术层面尚需完善,另一个更为重要的问题则是商业化落地。据华福证券预计,2023年因自动驾驶技术尚未成熟、L3和L4级别自动驾驶车型未规模化量产,成本挑战在2026年前仍将存在。“‘技术+整车+平台’的‘金三角’合作模式为当前主流,其中自动驾驶技术公司驱动Robotaxi商业化进程,拥有成熟L4+技术支持是Robotaxi落地关键。”华福证券称。不过,对于无人驾驶技术的推进,艾媒咨询CEO张毅非常看好。他对凤凰网《风暴眼》指出,只要科技能促进生产力的发展、提升生产效率,促进生产关系的跃升,就是好业务,发展之势不可阻挡。面对市场上的一些杂音,“按照经验来看,基于信息差、信息不对称等因素影响,几乎每一波技术革命里都难免有技术带来负面问题的发生。政府层面也需要加强监管,提前就位。尤其是,平台企业在开放业务时,设定需要更加周全,从而保证整体市场秩序及行业变革往好的方面发展。”张毅称。03BAT掉队多年的百度能靠自动驾驶翻身吗?新能源汽车比拼迈入下半场,AI大模型进入“拼应用”的阶段。北京大学博雅特聘教授、中国经济研究中心主任、南南学院执行院长姚洋曾告诉凤凰网《风暴眼》,未来车企或会“卷”自动驾驶,预计中国未来几年自动驾驶会实现井喷式增长。业内更为关心的是,掉队多年的百度能否靠自动驾驶翻身。尽管搜索服务仍然是百度业务的重要组成部分,但是在抖音、快手、B站等新兴内容平台的冲击下,百度传统搜索广告业务遭受重创。互联网电商巨头洗牌加剧,腾讯正全力押注视频号,阿里则聚焦强化其核心竞争力电商与云计算两大支柱。百度李彦宏则多年前转换赛道,押注AI及智能驾驶等智能领域。“百度萝卜快跑无人驾驶落地布局,还是有希望打造一个‘新百度’。从近日资本市场股价上涨就可以看出来。这两年AI很火,大家期待AI能带来变革机会,百度无人驾驶为AI变现提供了收益的机会。但是,无人驾驶网约车要想获得市场认可,恐怕还需要很长的路走。从商业逻辑来看,要考虑市场整体平衡问题、政府监管问题以及同行适应过程等。”某位车圈资深人士如此告诉凤凰网《风暴眼》。Momenta CEO曹旭东也曾向凤凰网《风暴眼》透露,2030年中国及全球才会实现大规模的自动驾驶。这意味对于无人驾驶的企业来说,想要真正实现盈利尚需时间。从2013年布局自动驾驶,2017年推出全球首个自动驾驶开放平台Apollo,百度被业内称为“智能驾驶是起了个大早,赶了个晚集”。具体到百度的萝卜快跑来看,2022年8月“萝卜快跑”以5台示范车在武汉启动全无人自动驾驶商业化运营,2024年才实现规模化上路。更为重要的是,布局10多年,百度的自动驾驶尚处于“烧钱”的阶段。有百度高管称,萝卜快跑计划于2024年末在武汉达到收支平衡,并预计在2025年实现盈利。据公开媒体报道,百度副总裁、自动驾驶技术部总经理王云鹏称,Apollo第五代无人车各项成本总计48万元,且车辆可确保5年内的可靠运营,车的成本按5年分摊每天是263元。现役运行的车辆中大约需要300名安全员,武汉 “自动驾驶安全员”月薪为5000元至7000元。所有安全员一个月工资约170万元。为进一步缩减成本,今年 5 月,百度在 ApolloDay 宣布第六代无人车的成本降至 20 万元,且在四季度投放 1000 辆第六代无人车,实车安全员也将被取消,全部转为远程监控。届时经营效率可以大幅提高。作为曾经的互联网三巨头,近年来,百度无论市值还是营收已在BAT(百度、阿里巴巴、腾讯)中掉队。从业绩来看,腾讯控股、阿里巴巴、百度今年一季度营收分别为1595亿元、2218.7亿元、314.3亿元,而近两年百度营收基本在300亿徘徊,增长疲软。此外,在网红时代,百度的声量并不高。今年爆火的百度璩静事件,让百度深陷舆论漩涡,侧面反映了百度想弥补自身流量空白的期望。在大模型领域的比拼中,被百度押注的AI领域同样面临挑战。百度推出的是文心一言,面对抖音豆包、阿里云通义千问等竞争对手的厮杀,百度直接宣布免费。这意味着大模型也在“烧钱”。如今,成立24年的百度在智能驾驶领域对手强劲,百度、谷歌、华为等都处于第一梯队。华为不惜砸重金发展智驾。近年来,华为已经构建起长安、北汽蓝谷、江淮等车企“朋友圈”。目前,奇瑞、江淮、北汽等车企均加入了智选模式。国外层面,特斯拉的智能驾驶一直被国内车企所关注。今年4月,马斯克中国行,被认为与推动完全自动驾驶(FSD )在中国落地有关。在曹旭东看来,特斯拉牵引了中国电动车的发展,在自动驾驶行业里,特斯拉研发的自动驾驶系统FSD也将来到中国。如若这样,百度无人驾驶或将面对国外强敌“环伺”的局面。(来源:数读商业)当然,无人驾驶技术的完善并非那么容易。仅从技术牛人马斯克来说,他认为,随着 FSD 系统不断进步,判断哪个 AI 模型更好变得愈发困难,目前尚未完全发挥自动驾驶硬件Hardware 4 的全部潜能。根据外媒报道,特斯拉原计划在 8 月 8 日发布的 Robotaxi 无人驾驶出租车,将推迟至 10 月发布。车圈比拼“血雨腥风”,谁能率先实现技术落地、跑通商业模式,谁就能抢到生存的券码。据太平洋证券预测,在2025年和2030年,中国Robotaxi(无人驾驶出租车)的市场规模分别有望突破1.18万亿元和2.93万亿元。面对万亿级市场,玩家们也在逐渐增多,百度想要打好这场翻身仗,似乎也并不是那么容易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257158514233528,"gmtCreate":1703816385681,"gmtModify":1703821101498,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/107b097b5a78709b311d304356ffc5ee","relate_stocks":{},"source_url":"http://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125440/125838/125885/125896/5025400/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110817815","content_text":"8月15日,中国央行调整常备借贷便利利率,隔夜期下调10个基点至2.65%,7天期下调10个基点至2.80%,1个月期下调10个基点至3.15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191553487360024,"gmtCreate":1687773559081,"gmtModify":1687773560400,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"到头了","listText":"到头了","text":"到头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191553487360024","repostId":"1188659628","repostType":4,"repost":{"id":"1188659628","kind":"news","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":1687770349,"share":"https://www.laohu8.com/m/news/1188659628?lang=&edition=full","pubTime":"2023-06-26 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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: 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17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息:伯克希尔哈撒韦以每股266.85港元的价格出售了253万股比亚迪H股。其对比亚迪H股的持股比例从9.21%降至8.98%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61bbf35b377cbc7bc72e499454a91a14\" tg-width=\"930\" tg-height=\"253\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/501a7a2e534e38e825aee0c6f4909a7e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"BRK.A":"伯克希尔","01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188659628","content_text":"市场消息:伯克希尔哈撒韦以每股266.85港元的价格出售了253万股比亚迪H股。其对比亚迪H股的持股比例从9.21%降至8.98%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659309145,"gmtCreate":1679654989287,"gmtModify":1679654990861,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"周一暴风雨大跌开启","listText":"周一暴风雨大跌开启","text":"周一暴风雨大跌开启","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659309145","repostId":"1109762559","repostType":2,"repost":{"id":"1109762559","kind":"news","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":1679653604,"share":"https://www.laohu8.com/m/news/1109762559?lang=&edition=full","pubTime":"2023-03-24 18:26","market":"other","language":"zh","title":"小米集团Q4营收660.47亿,调整后净利润14.61亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1109762559","media":"老虎资讯综合","summary":"3月24日,小米集团-W发布2022年第四季度及全年业绩。财报显示,第四季度营收660.47亿元,同比减少22.8%;经调整净利润14.61亿元,同比减少67.3%。小米集团2022年全年营收2800","content":"<html><head></head><body><p>3月24日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>发布2022年第四季度及全年业绩。财报显示,第四季度营收660.47亿元,同比减少22.8%;经调整净利润14.61亿元,同比减少67.3%。</p><p><img src=\"https://static.tigerbbs.com/81272a341ee22d79bc5b0fe9b4e27fb0\" tg-width=\"1136\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/></p><p>小米集团2022年全年营收2800.4亿元,同比减少14.7%;经调整净利润85.18亿元,同比减少61.4%。</p><p><img src=\"https://static.tigerbbs.com/272c7aa4b74a556e337d6e487a6705b5\" tg-width=\"1126\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>2022年全年全球智能手机出货量达到1.505亿台。2022年12月,全球MIUI月活跃用户数达到5.821亿,同比增长14.4%。截至2022年12月31日,我们AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本电脑)数达到5.894亿,同比增长35.8%。</p><p>2022年,我们的研发支出达到人民币160亿元,2017年至2022年复合增长率达到38.4%;预计五年(2022年至2026年)总研发投入将超过人民币1000亿元。</p><p>2022年,我们的智能手机业务收入为人民币1672亿元,全球智能手机出货量为1.505亿台,全年智能手机平均销售单价达1111元,创历史新高。2022年第四季度,我们的智能手机业务收入为人民币367亿元,全球智能手机出货量为3270万台。</p><p>2022年,我们的IoT与生活消费产品收入为人民币798亿元,同比下滑6.1%。2022年第四季度,我们的IoT与生活消费产品收入为人民币214亿元,环比增长12.5%。</p><p>维持2024年上半年正式量产的目标不变。2022年,智能电动汽车等创新业务费用投入为人民币31亿元。截至目前,我们的汽车业务研发团队规模约为2300人。</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>小米集团Q4营收660.47亿,调整后净利润14.61亿</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小米集团Q4营收660.47亿,调整后净利润14.61亿\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\">2023-03-24 18:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月24日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>发布2022年第四季度及全年业绩。财报显示,第四季度营收660.47亿元,同比减少22.8%;经调整净利润14.61亿元,同比减少67.3%。</p><p><img src=\"https://static.tigerbbs.com/81272a341ee22d79bc5b0fe9b4e27fb0\" tg-width=\"1136\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/></p><p>小米集团2022年全年营收2800.4亿元,同比减少14.7%;经调整净利润85.18亿元,同比减少61.4%。</p><p><img src=\"https://static.tigerbbs.com/272c7aa4b74a556e337d6e487a6705b5\" tg-width=\"1126\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>2022年全年全球智能手机出货量达到1.505亿台。2022年12月,全球MIUI月活跃用户数达到5.821亿,同比增长14.4%。截至2022年12月31日,我们AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本电脑)数达到5.894亿,同比增长35.8%。</p><p>2022年,我们的研发支出达到人民币160亿元,2017年至2022年复合增长率达到38.4%;预计五年(2022年至2026年)总研发投入将超过人民币1000亿元。</p><p>2022年,我们的智能手机业务收入为人民币1672亿元,全球智能手机出货量为1.505亿台,全年智能手机平均销售单价达1111元,创历史新高。2022年第四季度,我们的智能手机业务收入为人民币367亿元,全球智能手机出货量为3270万台。</p><p>2022年,我们的IoT与生活消费产品收入为人民币798亿元,同比下滑6.1%。2022年第四季度,我们的IoT与生活消费产品收入为人民币214亿元,环比增长12.5%。</p><p>维持2024年上半年正式量产的目标不变。2022年,智能电动汽车等创新业务费用投入为人民币31亿元。截至目前,我们的汽车业务研发团队规模约为2300人。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","01810":"小米集团-W","BK1502":"双十一","BK1575":"同股不同权","BK1506":"5G概念","BK1607":"新IT概念","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109762559","content_text":"3月24日,小米集团-W发布2022年第四季度及全年业绩。财报显示,第四季度营收660.47亿元,同比减少22.8%;经调整净利润14.61亿元,同比减少67.3%。小米集团2022年全年营收2800.4亿元,同比减少14.7%;经调整净利润85.18亿元,同比减少61.4%。2022年全年全球智能手机出货量达到1.505亿台。2022年12月,全球MIUI月活跃用户数达到5.821亿,同比增长14.4%。截至2022年12月31日,我们AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本电脑)数达到5.894亿,同比增长35.8%。2022年,我们的研发支出达到人民币160亿元,2017年至2022年复合增长率达到38.4%;预计五年(2022年至2026年)总研发投入将超过人民币1000亿元。2022年,我们的智能手机业务收入为人民币1672亿元,全球智能手机出货量为1.505亿台,全年智能手机平均销售单价达1111元,创历史新高。2022年第四季度,我们的智能手机业务收入为人民币367亿元,全球智能手机出货量为3270万台。2022年,我们的IoT与生活消费产品收入为人民币798亿元,同比下滑6.1%。2022年第四季度,我们的IoT与生活消费产品收入为人民币214亿元,环比增长12.5%。维持2024年上半年正式量产的目标不变。2022年,智能电动汽车等创新业务费用投入为人民币31亿元。截至目前,我们的汽车业务研发团队规模约为2300人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622960644,"gmtCreate":1675135203989,"gmtModify":1675135205306,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"<a 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src=\"https://static.tigerbbs.com/a33581dc7c484967d180a7f33717ce6c\" tg-width=\"904\" tg-height=\"836\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155292693","content_text":"12月20日,富时中国A50指数期货持续走低,跌幅一度达3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623645826,"gmtCreate":1671414775066,"gmtModify":1671414775961,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01368\">$特步国际(01368)$</a>没戏了。","text":"$特步国际(01368)$没戏了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/682351346","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327306384642056,"gmtCreate":1720940494369,"gmtModify":1720940496457,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"经济降级的产物,还自以为是新方向","listText":"经济降级的产物,还自以为是新方向","text":"经济降级的产物,还自以为是新方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327306384642056","repostId":"2451594999","repostType":4,"repost":{"id":"2451594999","kind":"highlight","pubTimestamp":1720833780,"share":"https://www.laohu8.com/m/news/2451594999?lang=&edition=full","pubTime":"2024-07-13 09:23","market":"sh","language":"zh","title":"萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2451594999","media":"凤凰网财经","summary":"核心提示:1、截至4月19日,“萝卜快跑”累计服务单量超600万次。多位武汉市民用“便宜”“激动”“有点笨”等词汇,向凤凰网《风暴眼》描述了初次乘坐萝卜快跑的感受。目前,百度的自动驾驶尚处于“烧钱”阶段。BAT掉队的百度,能凭此翻红吗?有人则吐槽萝卜快跑网约车罢工横停马路,造成当地交通拥堵。面对纷杂的议论,凤凰网《风暴眼》采访了行业专家及武汉当地的乘客,还原萝卜快跑杀入网约车行业后市场激流荡漾的图景。","content":"<html><head></head><body><p><strong>核心提示:</strong></p><ul style=\"\"><li><p>1、截至4月19日,“萝卜快跑”累计服务单量超600万次。多位武汉市民用“便宜”“激动”“有点笨”等词汇,向凤凰网《风暴眼》描述了初次乘坐萝卜快跑的感受。</p></li><li><p>2、有专家对凤凰网《风暴眼》指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同,萝卜快跑部分通过软件代码操控,可能会设置固定路线并受到地理限制。目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。</p></li><li><p>3、布局10多年,百度智能驾驶是“起了个大早,赶了个晚集”。目前,百度的自动驾驶尚处于“烧钱”阶段。万亿级无人驾驶市场,强敌“环伺”。BAT掉队的百度,能凭此翻红吗?</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/819cccece3bd37fbd53eee8cb04cabdd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"708\"/></p><p>“武汉已经next level!”无人驾驶技术首次在武汉规模应用,便在互联网平台上下掀起热议。有人对黑科技表示支持,称不需要司机就能营业,而且6公里只收4块钱,价格相当“美丽”。有人则吐槽萝卜快跑网约车罢工横停马路,造成当地交通拥堵。</p><p>甚至有网友称:“我能买一台萝卜快跑吗?上下班负责接送我,平时负责挣钱养我。”对于新潮黑科技,网友各持己见,有人担心安全问题,“如果有黑客入侵系统造成事故,谁来负责”?360集团董事长周鸿祎更是建议,不能只从技术出发,还要考虑社会责任,可以把车卖给出租车司机,司机靠无人出租车赚钱,这样还能推动无人驾驶技术发展。</p><p>面对纷杂的议论,凤凰网《风暴眼》采访了行业专家及武汉当地的乘客,还原萝卜快跑杀入网约车行业后市场激流荡漾的图景。</p><p><strong>01</strong></p><p><strong>萝卜快跑“初体验”:</strong></p><p><strong>原本费用10元、仅花3块3,</strong></p><p><strong>缺点是开得慢、有些“笨“</strong></p><p style=\"text-align: justify;\">向阳是无人驾驶的拥趸,他向凤凰网《风暴眼》讲述了7月3日初次体验无人驾驶的经历。他选择的是武汉四新到硚口古田二路的路程,平时花费30元,但是萝卜快跑仅用了19元。</p><p style=\"text-align: justify;\">在感受黑科技新鲜感的同时,他也体会到了便捷与舒适。他认为,萝卜快跑最大的优点是便宜、安静,最大缺点是开得慢,有些笨,不会像人那么随机应变。但是,总体优大于弊,因为时代在发展,科学在进步,无人驾驶是大势所趋。</p><p style=\"text-align: justify;\">今年5月,百度创始人、董事长兼首席执行官李彦宏在财报电话会上披露,截至4月19日,“萝卜快跑”累计服务单量超600万次,“萝卜快跑”已经在11个城市开放载人测试运营服务,在北京、武汉、重庆、深圳、上海开展全无人自动驾驶出行服务。</p><p style=\"text-align: justify;\">另据“湖北发布”消息,百度旗下的自动驾驶出行服务平台“萝卜快跑”在武汉市的全无人订单量迎来爆发式增长,单日单车峰值超过20单,接近出租车司机平均一天的单量。</p><p style=\"text-align: justify;\">对此,向阳告诉凤凰网《风暴眼》,目前武汉当地人对无人驾驶的意见是不统一,有人支持,也有人反对,年轻人体验得多一些,老人、小孩体验得少。武汉人给萝卜快跑起了个名字叫“苕萝卜”,俗称“傻萝卜”。</p><p style=\"text-align: justify;\">“如果正常开车,在遵守交通规则的前提下,该抢就得抢,如果不抢,就会直接停在那。‘萝卜’有点笨,它秉持的是安全第一的原则,遇到什么情况都会主动先让,往往可能会造成交通堵塞。”向阳说。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec60599b03cb7f19784a76e38977495c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"704\"/></p><p style=\"text-align: justify;\">向阳所提到的问题在今年5月曾经发生过。百度“萝卜快跑”无人驾驶车辆致堵车,遭到市民投诉。武汉市交通运输局当时的回复是,工作人员已将该情况反馈到平台,督促平台处理。</p><p style=\"text-align: justify;\">依依在武汉初次体验无人驾驶主要担心的是安全问题。“有点害怕,所以特地选择了较短的行程。”在初次体验后,依依又尝试了几次,觉得出行省钱了,因为下载萝卜快跑APP还有“新人券”,本来回家需要10元,用萝卜仅仅花了3块3。</p><p style=\"text-align: justify;\">她认为,萝卜快跑打车时存在定位不准的问题,通常需要在定位点附近走几十米或上百米,才能找到车,对于赶时间的人而言,可能不太适合。另外,考虑到驾驶安全的问题,前排不能坐人。如遇特殊情况,可以点击SOS按钮,与远程的行车专员通话。</p><p style=\"text-align: justify;\">“我叫的这辆‘萝卜’,没有车牌号。它会发出机器人的声音,有些搞笑。在车内可以点歌听,不用担心黑司机对女乘客的骚扰和犯罪。”依依说。</p><p style=\"text-align: justify;\">对于是否普及无人驾驶,依依则持反对态度。她认为,可以作为智能设备去体验,但是如果普及,一是系统或功能还没有完善,容易发生交通事故。无人驾驶最大的优点是不拒客、不绕路,最大的缺点是不够人性化。机器就是机器,没有办法彻底代替人类。</p><p><strong>02</strong></p><p><strong>无人驾驶技术需提升,</strong></p><p><strong>成本是挑战,安全是关键</strong></p><p style=\"text-align: justify;\">无人驾驶发展迅猛,安全性仍然是用户关注的重要问题。今年7月,有武汉网友在短视频平台发布视频,称“萝卜快跑”在武汉街头与行人相撞。</p><p style=\"text-align: justify;\">汇生国际资本总裁黄立冲在接受凤凰网《风暴眼》采访时指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同。萝卜快跑采用了成像视频、车载雷达和激光雷达的结合,部分由视觉AI操控,部分通过软件代码操控,可能会设置固定路线并受到地理限制。</p><p style=\"text-align: justify;\">“虽然在低速行驶时问题不大,但如果数量增多,可能会引发交通堵塞等问题。”黄立冲表示,目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。国内的自动驾驶技术尚未达到L4级,仍存在潜在风险。</p><p style=\"text-align: justify;\">根据国际自动机工程师学会(SAE)的自动驾驶分级标准,自动驾驶技术共分为六个级别,从L0到L5。L3级自动驾驶指的是在特定条件下能够自主驾驶,例如,在高速公路或交通状况良好的情况下,车辆可以自行控制转向、加速和制动。而L4级自动驾驶代表了高度自动化的水平。</p><p style=\"text-align: justify;\">在L4级自动驾驶中,驾驶员在绝大多数情况下不需要参与驾驶操作,即使出现系统故障或无法应对的情况,车辆也能够安全地停靠或进入安全模式,尽量减少对驾驶员的依赖。尽管如此,L4级别仍然受到地理和环境的限制,与L5完全自动驾驶不同。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc47f6823213cab951637dc43913071\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"721\"/></p><p style=\"text-align: justify;\">技术层面尚需完善,另一个更为重要的问题则是商业化落地。据华福证券预计,2023年因自动驾驶技术尚未成熟、L3和L4级别自动驾驶车型未规模化量产,成本挑战在2026年前仍将存在。</p><p style=\"text-align: justify;\">“‘技术+整车+平台’的‘金三角’合作模式为当前主流,其中自动驾驶技术公司驱动Robotaxi商业化进程,拥有成熟L4+技术支持是Robotaxi落地关键。”华福证券称。</p><p style=\"text-align: justify;\">不过,对于无人驾驶技术的推进,艾媒咨询CEO张毅非常看好。他对凤凰网《风暴眼》指出,只要科技能促进生产力的发展、提升生产效率,促进生产关系的跃升,就是好业务,发展之势不可阻挡。</p><p style=\"text-align: justify;\">面对市场上的一些杂音,“按照经验来看,基于信息差、信息不对称等因素影响,几乎每一波技术革命里都难免有技术带来负面问题的发生。政府层面也需要加强监管,提前就位。尤其是,平台企业在开放业务时,设定需要更加周全,从而保证整体市场秩序及行业变革往好的方面发展。”张毅称。</p><p><strong>03</strong></p><p><strong>BAT掉队多年的百度</strong></p><p><strong>能靠自动驾驶翻身吗?</strong></p><p style=\"text-align: justify;\">新能源汽车比拼迈入下半场,AI大模型进入“拼应用”的阶段。北京大学博雅特聘教授、中国经济研究中心主任、南南学院执行院长姚洋曾告诉凤凰网《风暴眼》,未来车企或会“卷”自动驾驶,预计中国未来几年自动驾驶会实现井喷式增长。</p><p style=\"text-align: justify;\">业内更为关心的是,掉队多年的百度能否靠自动驾驶翻身。尽管搜索服务仍然是百度业务的重要组成部分,但是在抖音、快手、B站等新兴内容平台的冲击下,百度传统搜索广告业务遭受重创。互联网电商巨头洗牌加剧,腾讯正全力押注视频号,阿里则聚焦强化其核心竞争力电商与云计算两大支柱。百度李彦宏则多年前转换赛道,押注AI及智能驾驶等智能领域。</p><p style=\"text-align: justify;\">“百度萝卜快跑无人驾驶落地布局,还是有希望打造一个‘新百度’。从近日资本市场股价上涨就可以看出来。这两年AI很火,大家期待AI能带来变革机会,百度无人驾驶为AI变现提供了收益的机会。但是,无人驾驶网约车要想获得市场认可,恐怕还需要很长的路走。从商业逻辑来看,要考虑市场整体平衡问题、政府监管问题以及同行适应过程等。”某位车圈资深人士如此告诉凤凰网《风暴眼》。</p><p style=\"text-align: justify;\">Momenta CEO曹旭东也曾向凤凰网《风暴眼》透露,2030年中国及全球才会实现大规模的自动驾驶。这意味对于无人驾驶的企业来说,想要真正实现盈利尚需时间。</p><p style=\"text-align: justify;\">从2013年布局自动驾驶,2017年推出全球首个自动驾驶开放平台Apollo,百度被业内称为“智能驾驶是起了个大早,赶了个晚集”。具体到百度的萝卜快跑来看,2022年8月“萝卜快跑”以5台示范车在武汉启动全无人自动驾驶商业化运营,2024年才实现规模化上路。</p><p style=\"text-align: justify;\">更为重要的是,布局10多年,百度的自动驾驶尚处于“烧钱”的阶段。有百度高管称,萝卜快跑计划于2024年末在武汉达到收支平衡,并预计在2025年实现盈利。</p><p style=\"text-align: justify;\">据公开媒体报道,百度副总裁、自动驾驶技术部总经理王云鹏称,Apollo第五代无人车各项成本总计48万元,且车辆可确保5年内的可靠运营,车的成本按5年分摊每天是263元。现役运行的车辆中大约需要300名安全员,武汉 “自动驾驶安全员”月薪为5000元至7000元。所有安全员一个月工资约170万元。</p><p style=\"text-align: justify;\">为进一步缩减成本,今年 5 月,百度在 ApolloDay 宣布第六代无人车的成本降至 20 万元,且在四季度投放 1000 辆第六代无人车,实车安全员也将被取消,全部转为远程监控。届时经营效率可以大幅提高。</p><p style=\"text-align: justify;\">作为曾经的互联网三巨头,近年来,百度无论市值还是营收已在BAT(百度、阿里巴巴、腾讯)中掉队。从业绩来看,腾讯控股、阿里巴巴、百度今年一季度营收分别为1595亿元、2218.7亿元、314.3亿元,而近两年百度营收基本在300亿徘徊,增长疲软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/036bcfa9148af92047f9df7e963e90b3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"528\"/></p><p style=\"text-align: justify;\">此外,在网红时代,百度的声量并不高。今年爆火的百度璩静事件,让百度深陷舆论漩涡,侧面反映了百度想弥补自身流量空白的期望。</p><p style=\"text-align: justify;\">在大模型领域的比拼中,被百度押注的AI领域同样面临挑战。百度推出的是文心一言,面对抖音豆包、阿里云通义千问等竞争对手的厮杀,百度直接宣布免费。这意味着大模型也在“烧钱”。</p><p style=\"text-align: justify;\">如今,成立24年的百度在智能驾驶领域对手强劲,百度、谷歌、华为等都处于第一梯队。华为不惜砸重金发展智驾。近年来,华为已经构建起长安、北汽蓝谷、江淮等车企“朋友圈”。目前,奇瑞、江淮、北汽等车企均加入了智选模式。</p><p style=\"text-align: justify;\">国外层面,特斯拉的智能驾驶一直被国内车企所关注。今年4月,马斯克中国行,被认为与推动完全自动驾驶(FSD )在中国落地有关。在曹旭东看来,特斯拉牵引了中国电动车的发展,在自动驾驶行业里,特斯拉研发的自动驾驶系统FSD也将来到中国。</p><p style=\"text-align: justify;\">如若这样,百度无人驾驶或将面对国外强敌“环伺”的局面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a78d72db49677335df19a4e8fc57fb57\" alt=\"(来源:数读商业)\" title=\"(来源:数读商业)\" tg-width=\"1080\" tg-height=\"694\"/><span>(来源:数读商业)</span></p><p style=\"text-align: justify;\">当然,无人驾驶技术的完善并非那么容易。仅从技术牛人马斯克来说,他认为,随着 FSD 系统不断进步,判断哪个 AI 模型更好变得愈发困难,目前尚未完全发挥自动驾驶硬件Hardware 4 的全部潜能。根据外媒报道,特斯拉原计划在 8 月 8 日发布的 Robotaxi 无人驾驶出租车,将推迟至 10 月发布。</p><p style=\"text-align: justify;\">车圈比拼“血雨腥风”,谁能率先实现技术落地、跑通商业模式,谁就能抢到生存的券码。</p><p style=\"text-align: justify;\">据太平洋证券预测,在2025年和2030年,中国Robotaxi(无人驾驶出租车)的市场规模分别有望突破1.18万亿元和2.93万亿元。面对万亿级市场,玩家们也在逐渐增多,百度想要打好这场翻身仗,似乎也并不是那么容易。</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>萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n萝卜快跑订单涨疯了!BAT“掉队”的百度能凭此翻红吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-13 09:23 北京时间 <a href=https://mp.weixin.qq.com/s/WO71Cc4PGQhA38dXEe8jjw><strong>凤凰网财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心提示:1、截至4月19日,“萝卜快跑”累计服务单量超600万次。多位武汉市民用“便宜”“激动”“有点笨”等词汇,向凤凰网《风暴眼》描述了初次乘坐萝卜快跑的感受。2、有专家对凤凰网《风暴眼》指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同,萝卜快跑部分通过软件代码操控,可能会设置固定路线并受到地理限制。目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。3、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WO71Cc4PGQhA38dXEe8jjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e94279867bea464180e730f2325f5f32","relate_stocks":{"89888":"百度集团-SWR","LU0051755006.USD":"摩根大通中国A (dist)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1095":"互动媒体与服务","LU0052750758.USD":"富兰克林中国基金A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0173614495.USD":"富达中国焦点A","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN 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level!”无人驾驶技术首次在武汉规模应用,便在互联网平台上下掀起热议。有人对黑科技表示支持,称不需要司机就能营业,而且6公里只收4块钱,价格相当“美丽”。有人则吐槽萝卜快跑网约车罢工横停马路,造成当地交通拥堵。甚至有网友称:“我能买一台萝卜快跑吗?上下班负责接送我,平时负责挣钱养我。”对于新潮黑科技,网友各持己见,有人担心安全问题,“如果有黑客入侵系统造成事故,谁来负责”?360集团董事长周鸿祎更是建议,不能只从技术出发,还要考虑社会责任,可以把车卖给出租车司机,司机靠无人出租车赚钱,这样还能推动无人驾驶技术发展。面对纷杂的议论,凤凰网《风暴眼》采访了行业专家及武汉当地的乘客,还原萝卜快跑杀入网约车行业后市场激流荡漾的图景。01萝卜快跑“初体验”:原本费用10元、仅花3块3,缺点是开得慢、有些“笨“向阳是无人驾驶的拥趸,他向凤凰网《风暴眼》讲述了7月3日初次体验无人驾驶的经历。他选择的是武汉四新到硚口古田二路的路程,平时花费30元,但是萝卜快跑仅用了19元。在感受黑科技新鲜感的同时,他也体会到了便捷与舒适。他认为,萝卜快跑最大的优点是便宜、安静,最大缺点是开得慢,有些笨,不会像人那么随机应变。但是,总体优大于弊,因为时代在发展,科学在进步,无人驾驶是大势所趋。今年5月,百度创始人、董事长兼首席执行官李彦宏在财报电话会上披露,截至4月19日,“萝卜快跑”累计服务单量超600万次,“萝卜快跑”已经在11个城市开放载人测试运营服务,在北京、武汉、重庆、深圳、上海开展全无人自动驾驶出行服务。另据“湖北发布”消息,百度旗下的自动驾驶出行服务平台“萝卜快跑”在武汉市的全无人订单量迎来爆发式增长,单日单车峰值超过20单,接近出租车司机平均一天的单量。对此,向阳告诉凤凰网《风暴眼》,目前武汉当地人对无人驾驶的意见是不统一,有人支持,也有人反对,年轻人体验得多一些,老人、小孩体验得少。武汉人给萝卜快跑起了个名字叫“苕萝卜”,俗称“傻萝卜”。“如果正常开车,在遵守交通规则的前提下,该抢就得抢,如果不抢,就会直接停在那。‘萝卜’有点笨,它秉持的是安全第一的原则,遇到什么情况都会主动先让,往往可能会造成交通堵塞。”向阳说。向阳所提到的问题在今年5月曾经发生过。百度“萝卜快跑”无人驾驶车辆致堵车,遭到市民投诉。武汉市交通运输局当时的回复是,工作人员已将该情况反馈到平台,督促平台处理。依依在武汉初次体验无人驾驶主要担心的是安全问题。“有点害怕,所以特地选择了较短的行程。”在初次体验后,依依又尝试了几次,觉得出行省钱了,因为下载萝卜快跑APP还有“新人券”,本来回家需要10元,用萝卜仅仅花了3块3。她认为,萝卜快跑打车时存在定位不准的问题,通常需要在定位点附近走几十米或上百米,才能找到车,对于赶时间的人而言,可能不太适合。另外,考虑到驾驶安全的问题,前排不能坐人。如遇特殊情况,可以点击SOS按钮,与远程的行车专员通话。“我叫的这辆‘萝卜’,没有车牌号。它会发出机器人的声音,有些搞笑。在车内可以点歌听,不用担心黑司机对女乘客的骚扰和犯罪。”依依说。对于是否普及无人驾驶,依依则持反对态度。她认为,可以作为智能设备去体验,但是如果普及,一是系统或功能还没有完善,容易发生交通事故。无人驾驶最大的优点是不拒客、不绕路,最大的缺点是不够人性化。机器就是机器,没有办法彻底代替人类。02无人驾驶技术需提升,成本是挑战,安全是关键无人驾驶发展迅猛,安全性仍然是用户关注的重要问题。今年7月,有武汉网友在短视频平台发布视频,称“萝卜快跑”在武汉街头与行人相撞。汇生国际资本总裁黄立冲在接受凤凰网《风暴眼》采访时指出,百度的萝卜快跑与特斯拉的SFD(Full-Self Driving)技术明显不同。萝卜快跑采用了成像视频、车载雷达和激光雷达的结合,部分由视觉AI操控,部分通过软件代码操控,可能会设置固定路线并受到地理限制。“虽然在低速行驶时问题不大,但如果数量增多,可能会引发交通堵塞等问题。”黄立冲表示,目前技术尚未成熟,百度的自动驾驶技术仍处于L3级别。国内的自动驾驶技术尚未达到L4级,仍存在潜在风险。根据国际自动机工程师学会(SAE)的自动驾驶分级标准,自动驾驶技术共分为六个级别,从L0到L5。L3级自动驾驶指的是在特定条件下能够自主驾驶,例如,在高速公路或交通状况良好的情况下,车辆可以自行控制转向、加速和制动。而L4级自动驾驶代表了高度自动化的水平。在L4级自动驾驶中,驾驶员在绝大多数情况下不需要参与驾驶操作,即使出现系统故障或无法应对的情况,车辆也能够安全地停靠或进入安全模式,尽量减少对驾驶员的依赖。尽管如此,L4级别仍然受到地理和环境的限制,与L5完全自动驾驶不同。技术层面尚需完善,另一个更为重要的问题则是商业化落地。据华福证券预计,2023年因自动驾驶技术尚未成熟、L3和L4级别自动驾驶车型未规模化量产,成本挑战在2026年前仍将存在。“‘技术+整车+平台’的‘金三角’合作模式为当前主流,其中自动驾驶技术公司驱动Robotaxi商业化进程,拥有成熟L4+技术支持是Robotaxi落地关键。”华福证券称。不过,对于无人驾驶技术的推进,艾媒咨询CEO张毅非常看好。他对凤凰网《风暴眼》指出,只要科技能促进生产力的发展、提升生产效率,促进生产关系的跃升,就是好业务,发展之势不可阻挡。面对市场上的一些杂音,“按照经验来看,基于信息差、信息不对称等因素影响,几乎每一波技术革命里都难免有技术带来负面问题的发生。政府层面也需要加强监管,提前就位。尤其是,平台企业在开放业务时,设定需要更加周全,从而保证整体市场秩序及行业变革往好的方面发展。”张毅称。03BAT掉队多年的百度能靠自动驾驶翻身吗?新能源汽车比拼迈入下半场,AI大模型进入“拼应用”的阶段。北京大学博雅特聘教授、中国经济研究中心主任、南南学院执行院长姚洋曾告诉凤凰网《风暴眼》,未来车企或会“卷”自动驾驶,预计中国未来几年自动驾驶会实现井喷式增长。业内更为关心的是,掉队多年的百度能否靠自动驾驶翻身。尽管搜索服务仍然是百度业务的重要组成部分,但是在抖音、快手、B站等新兴内容平台的冲击下,百度传统搜索广告业务遭受重创。互联网电商巨头洗牌加剧,腾讯正全力押注视频号,阿里则聚焦强化其核心竞争力电商与云计算两大支柱。百度李彦宏则多年前转换赛道,押注AI及智能驾驶等智能领域。“百度萝卜快跑无人驾驶落地布局,还是有希望打造一个‘新百度’。从近日资本市场股价上涨就可以看出来。这两年AI很火,大家期待AI能带来变革机会,百度无人驾驶为AI变现提供了收益的机会。但是,无人驾驶网约车要想获得市场认可,恐怕还需要很长的路走。从商业逻辑来看,要考虑市场整体平衡问题、政府监管问题以及同行适应过程等。”某位车圈资深人士如此告诉凤凰网《风暴眼》。Momenta CEO曹旭东也曾向凤凰网《风暴眼》透露,2030年中国及全球才会实现大规模的自动驾驶。这意味对于无人驾驶的企业来说,想要真正实现盈利尚需时间。从2013年布局自动驾驶,2017年推出全球首个自动驾驶开放平台Apollo,百度被业内称为“智能驾驶是起了个大早,赶了个晚集”。具体到百度的萝卜快跑来看,2022年8月“萝卜快跑”以5台示范车在武汉启动全无人自动驾驶商业化运营,2024年才实现规模化上路。更为重要的是,布局10多年,百度的自动驾驶尚处于“烧钱”的阶段。有百度高管称,萝卜快跑计划于2024年末在武汉达到收支平衡,并预计在2025年实现盈利。据公开媒体报道,百度副总裁、自动驾驶技术部总经理王云鹏称,Apollo第五代无人车各项成本总计48万元,且车辆可确保5年内的可靠运营,车的成本按5年分摊每天是263元。现役运行的车辆中大约需要300名安全员,武汉 “自动驾驶安全员”月薪为5000元至7000元。所有安全员一个月工资约170万元。为进一步缩减成本,今年 5 月,百度在 ApolloDay 宣布第六代无人车的成本降至 20 万元,且在四季度投放 1000 辆第六代无人车,实车安全员也将被取消,全部转为远程监控。届时经营效率可以大幅提高。作为曾经的互联网三巨头,近年来,百度无论市值还是营收已在BAT(百度、阿里巴巴、腾讯)中掉队。从业绩来看,腾讯控股、阿里巴巴、百度今年一季度营收分别为1595亿元、2218.7亿元、314.3亿元,而近两年百度营收基本在300亿徘徊,增长疲软。此外,在网红时代,百度的声量并不高。今年爆火的百度璩静事件,让百度深陷舆论漩涡,侧面反映了百度想弥补自身流量空白的期望。在大模型领域的比拼中,被百度押注的AI领域同样面临挑战。百度推出的是文心一言,面对抖音豆包、阿里云通义千问等竞争对手的厮杀,百度直接宣布免费。这意味着大模型也在“烧钱”。如今,成立24年的百度在智能驾驶领域对手强劲,百度、谷歌、华为等都处于第一梯队。华为不惜砸重金发展智驾。近年来,华为已经构建起长安、北汽蓝谷、江淮等车企“朋友圈”。目前,奇瑞、江淮、北汽等车企均加入了智选模式。国外层面,特斯拉的智能驾驶一直被国内车企所关注。今年4月,马斯克中国行,被认为与推动完全自动驾驶(FSD )在中国落地有关。在曹旭东看来,特斯拉牵引了中国电动车的发展,在自动驾驶行业里,特斯拉研发的自动驾驶系统FSD也将来到中国。如若这样,百度无人驾驶或将面对国外强敌“环伺”的局面。(来源:数读商业)当然,无人驾驶技术的完善并非那么容易。仅从技术牛人马斯克来说,他认为,随着 FSD 系统不断进步,判断哪个 AI 模型更好变得愈发困难,目前尚未完全发挥自动驾驶硬件Hardware 4 的全部潜能。根据外媒报道,特斯拉原计划在 8 月 8 日发布的 Robotaxi 无人驾驶出租车,将推迟至 10 月发布。车圈比拼“血雨腥风”,谁能率先实现技术落地、跑通商业模式,谁就能抢到生存的券码。据太平洋证券预测,在2025年和2030年,中国Robotaxi(无人驾驶出租车)的市场规模分别有望突破1.18万亿元和2.93万亿元。面对万亿级市场,玩家们也在逐渐增多,百度想要打好这场翻身仗,似乎也并不是那么容易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257158514233528,"gmtCreate":1703816385681,"gmtModify":1703821101498,"author":{"id":"3555593139766595","authorId":"3555593139766595","name":"二叔达人","avatar":"https://static.tigerbbs.com/c890b32a273e615b3ff6f9f43c85f804","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555593139766595","authorIdStr":"3555593139766595"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v 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19:43","market":"hk","language":"zh","title":"雷军内部信:小米总裁王翔月底退休,卢伟冰晋升接任","url":"https://stock-news.laohu8.com/highlight/detail?id=2293583783","media":"华尔街见闻","summary":"联合创始人洪锋和王川也将于今年年底退出业务一线。","content":"<html><head></head><body><blockquote>联合创始人洪锋和王川也将于今年年底退出业务一线。</blockquote><p>12月22日,雷军发布全员信称,小米集团总裁王翔将于月底退休,作为高级顾问继续为公司服务,小米集团总裁一职将由卢伟冰接任。</p><p>雷军还表示,联合创始人洪锋和王川也将于今年年底退出业务一线,以联合创始人的身份在合伙人委员会继续支持和推动公司战略发展。</p><blockquote><b>以下为内部信全文:</b></blockquote><p>各位小米的同学们,今天有几条重要的信息跟大家分享。</p><p>首先,王翔总将迎来规划已久的退休,将于2022年12月30日正式卸任集团总裁职务,同时,继续作为高级顾问为公司服务。</p><p>翔总自2015年7月加入小米以来,先后参与组建了知识产权、国际业务、法务、战略合作等团队,并对推动相关业务的发展做出了巨大贡献。2019年11月晋升集团总裁后,带领团队不断建立、完善相关体系,在提升集团体系化综合治理方面做出了优异成绩。7年多来,翔总为小米倾其所有的投入和付出 ,我和大家有目共睹,我们对翔总致以最高的敬意以及最诚挚的感谢。</p><p>同时,联合创始人洪锋和王川也将于今年年底退出业务一线,他们是小米的缔造者和守护者,感谢他们十多年来在业务岗位上对小米的全情投入和不朽功绩。 他们会以联合创始人的身份在合伙人委员会继续支持和推动公司的战略发展。</p><p>经过公司合伙人委员会的慎重讨论和协商,决定晋升卢伟冰为新一任集团总裁,将于12月30日正式继任。</p><p>伟冰和我相识多年,有着手机行业的丰富经验以及杰出的行业影响力。2019年初加入小米后,兢兢业业,有口皆碑,从Redmi品牌负责人,到中国区总裁,再到统领中国区、国际部和印度区三大战区业务,伟冰一步一个脚印,赢得了集团管理团队的高度认可和尊敬。</p><p>今天分享的一系列消息,对小米而言,有着里程碑式的意义。这宣告了,小米管理层实现了顺利的交棒迭代,并为未来的持续发展做好了准备。</p><p>集团正处于全新阶段的起跑线上。高端战略经过三年探索,刚刚交出了一份阶段性答卷之作 小米13系列。我们<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车业务进展也一直超预期,我们对2024年上半年顺利量产上市充满信心。此外,集团的整体技术体系也在不断壮大,大量的创新正层出不穷的涌现,人形仿生<a href=\"https://laohu8.com/S/300024\">机器人</a>CyberOne“铁大”等前沿探索持续进步,我们的智能制造体系也正在向整个制造行业不断输出、持续赋能。</p><p>接下来,我们将持续加大研发投入,持续推动集团高端化战略,并推动集团业务聚焦和“精兵简政”,进一步提升集团运营效率。尽管我们目前面临着很多困难和挑战,但只要我们团结一心、砥砺前行,必将迎来新的胜利!</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=https://wallstreetcn.com/articles/3678128><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联合创始人洪锋和王川也将于今年年底退出业务一线。12月22日,雷军发布全员信称,小米集团总裁王翔将于月底退休,作为高级顾问继续为公司服务,小米集团总裁一职将由卢伟冰接任。雷军还表示,联合创始人洪锋和王川也将于今年年底退出业务一线,以联合创始人的身份在合伙人委员会继续支持和推动公司战略发展。以下为内部信全文:各位小米的同学们,今天有几条重要的信息跟大家分享。首先,王翔总将迎来规划已久的退休,将于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3678128\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/545a8721cd8a6b6485d7c44fa655314d","relate_stocks":{"BK1575":"同股不同权","BK1506":"5G概念","BK1521":"挪威政府全球养老基金持仓","BK4116":"互联网服务与基础架构","01810":"小米集团-W","BK4526":"热门中概股","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1589":"北水核心资产","BK1607":"新IT概念","BK4563":"昨日强势股"},"source_url":"https://wallstreetcn.com/articles/3678128","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293583783","content_text":"联合创始人洪锋和王川也将于今年年底退出业务一线。12月22日,雷军发布全员信称,小米集团总裁王翔将于月底退休,作为高级顾问继续为公司服务,小米集团总裁一职将由卢伟冰接任。雷军还表示,联合创始人洪锋和王川也将于今年年底退出业务一线,以联合创始人的身份在合伙人委员会继续支持和推动公司战略发展。以下为内部信全文:各位小米的同学们,今天有几条重要的信息跟大家分享。首先,王翔总将迎来规划已久的退休,将于2022年12月30日正式卸任集团总裁职务,同时,继续作为高级顾问为公司服务。翔总自2015年7月加入小米以来,先后参与组建了知识产权、国际业务、法务、战略合作等团队,并对推动相关业务的发展做出了巨大贡献。2019年11月晋升集团总裁后,带领团队不断建立、完善相关体系,在提升集团体系化综合治理方面做出了优异成绩。7年多来,翔总为小米倾其所有的投入和付出 ,我和大家有目共睹,我们对翔总致以最高的敬意以及最诚挚的感谢。同时,联合创始人洪锋和王川也将于今年年底退出业务一线,他们是小米的缔造者和守护者,感谢他们十多年来在业务岗位上对小米的全情投入和不朽功绩。 他们会以联合创始人的身份在合伙人委员会继续支持和推动公司的战略发展。经过公司合伙人委员会的慎重讨论和协商,决定晋升卢伟冰为新一任集团总裁,将于12月30日正式继任。伟冰和我相识多年,有着手机行业的丰富经验以及杰出的行业影响力。2019年初加入小米后,兢兢业业,有口皆碑,从Redmi品牌负责人,到中国区总裁,再到统领中国区、国际部和印度区三大战区业务,伟冰一步一个脚印,赢得了集团管理团队的高度认可和尊敬。今天分享的一系列消息,对小米而言,有着里程碑式的意义。这宣告了,小米管理层实现了顺利的交棒迭代,并为未来的持续发展做好了准备。集团正处于全新阶段的起跑线上。高端战略经过三年探索,刚刚交出了一份阶段性答卷之作 小米13系列。我们智能电动汽车业务进展也一直超预期,我们对2024年上半年顺利量产上市充满信心。此外,集团的整体技术体系也在不断壮大,大量的创新正层出不穷的涌现,人形仿生机器人CyberOne“铁大”等前沿探索持续进步,我们的智能制造体系也正在向整个制造行业不断输出、持续赋能。接下来,我们将持续加大研发投入,持续推动集团高端化战略,并推动集团业务聚焦和“精兵简政”,进一步提升集团运营效率。尽管我们目前面临着很多困难和挑战,但只要我们团结一心、砥砺前行,必将迎来新的胜利!","news_type":1},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}