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02-23

十万亿

2021-04-22

华为搞三五个人搞预研也叫起步早？

【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？

2021-04-13

$百度(BIDU)$已经减完了，后续怎么走

摩根士丹利减持百度至1%以下减持幅度超80%

2021-03-12

$百度(BIDU)$@$百度集团-SW(09888)$当前招股价295港币，最终定价怎么计算呢？

2021-03-12

美股认购期间涨到350合理，也算给了港股打新折扣

百度招股：较美股溢价11%，入场费14898港元

2021-03-10

$百度(BIDU)$$哔哩哔哩(BILI)$看不懂回港上市前被控盘么哪位大佬解释下

2021-03-05

$百度(BIDU)$硬核技术公司

抱歉，原内容已删除

2021-02-25

$百度(BIDU)$在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。

Top 10 Car Company Stocks to Invest In

2021-02-05

小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。$百度(BIDU)$

抱歉，原内容已删除

2021-02-05

这篇文章不错，转发给大家看看

@AI科技巨头每日跟踪:ARK今日1.68亿美元买入Spotify；木头姐对GME事件发表最新评论 | 2月3日

2021-02-05

$快手-W(01024)$几个$百度(BIDU)$？是快手高了还是百度低了

2021-02-04

$哔哩哔哩(BILI)$确实看不懂

2021-01-28

$百度(BIDU)$百度的价值投资散户们一起加油，干翻空头！相信我们的价值投资判断！

2021-01-28

$百度(BIDU)$利好新闻在大行情面前已经无人问津了

2021-01-27

$百度(BIDU)$这么好的标的，加仓的好机会，可惜我满仓百度。

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搞三五个人搞预研也叫起步早？","listText":"华为搞三五个人搞预研也叫起步早？","text":"华为搞三五个人搞预研也叫起步早？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376017059","repostId":"2129619809","repostType":2,"repost":{"id":"2129619809","kind":"highlight","pubTimestamp":1619053642,"share":"https://www.laohu8.com/m/news/2129619809?lang=&edition=full","pubTime":"2021-04-22 09:07","market":"hk","language":"zh","title":"【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129619809","media":"www.finet.hk","summary":"這個行業有太多自稱第一的，還有勸他人别喊第一的。新能源汽車，得自動駕駛者得天下。華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。","content":"<html><body><h3><span><span><strong><span><span><strong><span>前言</span></strong></span></span></strong></span></span></h3>\n<p>這個行業有太多自稱第一的，還有勸他人别喊第一的。</p>\n<p>新能源汽車，得自動駕駛者得天下。</p>\n<p>華為初出茅廬，就將自動駕駛的天下三分，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>開始皺起眉頭，<a href=\"https://laohu8.com/S/BIDU\">百度</a>也打起了十二倍的精神。</p>\n<h3><span><span><strong><span><span><strong><span>01 誰最輸不起</span></strong></span></span></strong></span></span></h3>\n<p>論時間，百度是三家公司中喊人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。</p>\n<p>2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。</p>\n<p>鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。</p>\n<p>外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。</p>\n<p>去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。</p>\n<p>彼時的華為在幹嘛？默不作聲，沒人知道。</p>\n<p>特斯拉是什麽時候啓動的自動駕駛？</p>\n<p>2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。</p>\n<p>任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。</p>\n<p>誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。</p>\n<p>論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。</p>\n<p>這三家公司為啥要搞自動駕駛？</p>\n<p>時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。</p>\n<p>在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。</p>\n<p>再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。</p>\n<p>雖然百度搜索業務市場佔有率在國内依然是第一，但<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。</p>\n<p>華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。</p>\n<p>而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。</p>\n<p>簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。</p>\n<p>問題出在哪？</p>\n<p>車企們不知道如何把算法、軟件與自身硬件銜接在一起。</p>\n<p>這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。</p>\n<p>百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。</p>\n<p>特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。</p>\n<p>新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。</p>\n<p>特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。</p>\n<p>無論是算法、還是數據集，都是特斯拉的核心競爭力所在。</p>\n<p>華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。</p>\n<p>相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。</p>\n<p>百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。</p>\n<p>很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？</p>\n<p>特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。</p>\n<p>既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。</p>\n<h3><span><span><strong><span><span><strong><span>02 技術上的華山論劍</span></strong></span></span></strong></span></span></h3>\n<p>目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。</p>\n<p>純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；</p>\n<p>激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。</p>\n<p>激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。</p>\n<p>百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。</p>\n<p>其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。</p>\n<p>華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。</p>\n<p>在近期的車展會上，百度Apollo王雲鵬表示：</p>\n<p>「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」</p>\n<p>細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。</p>\n<p>百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。</p>\n<p>王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。</p>\n<p>言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。</p>\n<p>馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」</p>\n<p>果真如此嗎？</p>\n<p>真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。</p>\n<p>此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。</p>\n<p>華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。</p>\n<p>華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。</p>\n<p>值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。</p>\n<p>王雲鵬表示：</p>\n<p>「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」</p>\n<p>還沒量產呢，百度又要高呼引領行業了。</p>\n<p>百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。</p>\n<p>不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。</p>\n<p>早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。</p>\n<p>根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。</p>\n<p>到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。</p>\n<p>2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：</p>\n<p>「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」</p>\n<p>這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。</p>\n<p>近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」</p>\n<p>言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。</p>\n<p>不料，事故果真打了臉。</p>\n<p>2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。</p>\n<p>事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。</p>\n<p>從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。</p>\n<p>當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。</p>\n<p>至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。</p>\n<p>說了半天，這三家到底誰的自動駕駛技術最強呢？</p>\n<p>最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。</p>\n<p>咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？</p>\n<h3><span><span><strong><span><span><strong><span>結語</span></strong></span></span></strong></span></span></h3>\n<p>這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。</p>\n</body></html>","source":"finet_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>【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？</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【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359><strong>www.finet.hk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68a814138696b6daf296c3939a776531","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TSLA":"特斯拉","BIDU":"百度"},"source_url":"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129619809","content_text":"前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。\n鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。\n外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。\n去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。\n彼時的華為在幹嘛？默不作聲，沒人知道。\n特斯拉是什麽時候啓動的自動駕駛？\n2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。\n任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。\n誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。\n論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。\n這三家公司為啥要搞自動駕駛？\n時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。\n在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。\n再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。\n雖然百度搜索業務市場佔有率在國内依然是第一，但搜狗、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵谷歌。\n百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。\n華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。\n而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。\n簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。\n問題出在哪？\n車企們不知道如何把算法、軟件與自身硬件銜接在一起。\n這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。\n百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。\n特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。\n新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。\n特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。\n無論是算法、還是數據集，都是特斯拉的核心競爭力所在。\n華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。\n相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。\n百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。\n很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？\n特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。\n既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。\n02 技術上的華山論劍\n目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。\n純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；\n激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。\n激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。\n百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。\n其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。\n華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。\n在近期的車展會上，百度Apollo王雲鵬表示：\n「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」\n細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。\n百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。\n王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。\n言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。\n馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」\n果真如此嗎？\n真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。\n此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。\n華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。\n華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。\n值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。\n王雲鵬表示：\n「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」\n還沒量產呢，百度又要高呼引領行業了。\n百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。\n不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。\n早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。\n根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。\n到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。\n2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：\n「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」\n這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。\n近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在Twitter上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」\n言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。\n不料，事故果真打了臉。\n2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。\n事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。\n從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。\n當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。\n至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。\n說了半天，這三家到底誰的自動駕駛技術最強呢？\n最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。\n咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？\n結語\n這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345056193,"gmtCreate":1618268488712,"gmtModify":1618268488712,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>已经减完了，后续怎么走","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>已经减完了，后续怎么走","text":"$百度(BIDU)$已经减完了，后续怎么走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345056193","repostId":"2127095804","repostType":2,"repost":{"id":"2127095804","kind":"news","pubTimestamp":1618263103,"share":"https://www.laohu8.com/m/news/2127095804?lang=&edition=full","pubTime":"2021-04-13 05:31","market":"us","language":"zh","title":"摩根士丹利减持百度至1%以下 减持幅度超80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2127095804","media":"金融界网","summary":"金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/JRJC\">金融界</a>网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>已减持<a href=\"https://laohu8.com/S/BIDU\">百度</a>股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。</p><p>该公司已经在大批抛售刺激了包括百度和<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。</p><p>此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。</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>摩根士丹利减持百度至1%以下 减持幅度超80%</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摩根士丹利减持百度至1%以下 减持幅度超80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 05:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&s=b><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&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/d2488184ce4815610e2426c10250da75","relate_stocks":{"BIDU":"百度","MS":"摩根士丹利","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127095804","content_text":"金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328518371,"gmtCreate":1615539866793,"gmtModify":1703490632774,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>@<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>当前招股价295港币，最终定价怎么计算呢？","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>@<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>当前招股价295港币，最终定价怎么计算呢？","text":"$百度(BIDU)$@$百度集团-SW(09888)$当前招股价295港币，最终定价怎么计算呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328518371","isVote":1,"tweetType":1,"viewCount":5085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328673414,"gmtCreate":1615524736338,"gmtModify":1703490427519,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"美股认购期间涨到350合理，也算给了港股打新折扣","listText":"美股认购期间涨到350合理，也算给了港股打新折扣","text":"美股认购期间涨到350合理，也算给了港股打新折扣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328673414","repostId":"1108281937","repostType":2,"repost":{"id":"1108281937","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":1615516210,"share":"https://www.laohu8.com/m/news/1108281937?lang=&edition=full","pubTime":"2021-03-12 10:30","market":"us","language":"zh","title":"百度招股：较美股溢价11%，入场费14898港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1108281937","media":"老虎资讯综合","summary":"3月12日，百度正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。其中，香港和国际发售股份占比分别","content":"<p>3月12日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。</p><p>其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。</p><p>本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。</p><p><img src=\"https://static.tigerbbs.com/87ac65bd0db063c70485c40f1ee6fa29\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><b>申购阶梯</b></p><p>百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。</p><p>乙头需要申购2万股，即400手，入场费596万港元。</p><p><img src=\"https://static.tigerbbs.com/e3dfa6ccfc78e9544351794894c51818\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>公司概况</b></p><p>3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。</p><p>过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。</p><p>该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。</p><p><img src=\"https://static.tigerbbs.com/e4cebeb70b64dfb2d65a45e3f7f2430b\" tg-width=\"800\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></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>百度招股：较美股溢价11%，入场费14898港元</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; 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百度招股：较美股溢价11%，入场费14898港元\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\">2021-03-12 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月12日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。</p><p>其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。</p><p>本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。</p><p><img src=\"https://static.tigerbbs.com/87ac65bd0db063c70485c40f1ee6fa29\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><b>申购阶梯</b></p><p>百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。</p><p>乙头需要申购2万股，即400手，入场费596万港元。</p><p><img src=\"https://static.tigerbbs.com/e3dfa6ccfc78e9544351794894c51818\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>公司概况</b></p><p>3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。</p><p>过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。</p><p>该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。</p><p><img src=\"https://static.tigerbbs.com/e4cebeb70b64dfb2d65a45e3f7f2430b\" tg-width=\"800\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39d3a41bff0f8fc6caf6f40955c8c299","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108281937","content_text":"3月12日，百度正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。申购阶梯百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。乙头需要申购2万股，即400手，入场费596万港元。公司概况3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321913745,"gmtCreate":1615388472087,"gmtModify":1703488359911,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>看不懂 回港上市前被控盘么 哪位大佬解释下","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>看不懂 回港上市前被控盘么 哪位大佬解释下","text":"$百度(BIDU)$$哔哩哔哩(BILI)$看不懂 回港上市前被控盘么 哪位大佬解释下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/321913745","isVote":1,"tweetType":1,"viewCount":9044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574992563288435","authorId":"3574992563288435","name":"dingbang93","avatar":"https://static.tigerbbs.com/7878c5b8fa429b8707fd952c61a82bb4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574992563288435","authorIdStr":"3574992563288435"},"content":"港股上市前四个月拉了4倍，利好早就释放，","text":"港股上市前四个月拉了4倍，利好早就释放，","html":"港股上市前四个月拉了4倍，利好早就释放，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367636637,"gmtCreate":1614942827629,"gmtModify":1703483247243,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>硬核技术公司","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>硬核技术公司","text":"$百度(BIDU)$硬核技术公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367636637","repostId":"1101290376","repostType":2,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361738455,"gmtCreate":1614261115477,"gmtModify":1614261115477,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","text":"$百度(BIDU)$在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361738455","repostId":"2114231776","repostType":2,"repost":{"id":"2114231776","kind":"news","pubTimestamp":1614248242,"share":"https://www.laohu8.com/m/news/2114231776?lang=&edition=full","pubTime":"2021-02-25 18:17","market":"us","language":"en","title":"Top 10 Car Company Stocks to Invest In","url":"https://stock-news.laohu8.com/highlight/detail?id=2114231776","media":"Insider Monkey","summary":"In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion o","content":"<p>In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go directly to Top 5 Car Company Stocks To Invest In.</p><p>Car company stocks took a beating in 2020 amid falling auto sales in the U.S. and abroad following the coronavirus crisis. However, analysts believe that industry is ripe for investment in 2021 as consumer spending begins to come back to normal levels. The automotive sector is also undergoing key changes that will make the industry grow faster. Riding this tide of change are innovative, futuristic car companies that are posing a serious challenge to big players like Ford and General Motors. One such promising company is luxury EV maker Lucid Motors, which plans to merge with special purpose acquisition company <a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a> (CCIV) to go public. Lucid Motors is reportedly valued at a whopping $57 billion.&nbsp; Earlier this week, Lucid's CEO Peter Rawlinson gave an interview to CNBC and talked about the upcoming trends in the car industry and his company’s plans for the future.</p><blockquote>\"The great news is that, Lucid is a tech company, and we're bringing the world's best technology to the market this year here in the U.S.\"</blockquote><p>Why Is Lucid Motors Valued at $57 Billion?</p><p>Peter Rawlinson, who previously worked as chief engineer for Tesla Model S project, said that the $60 billion market valuation of his company is a \"reflection of our technology\". He thinks that the huge valuation has been validated and endorsed through the due diligence that <a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a> has undertaken.</p><blockquote>\"I'm very confident we've got a world-class tech. What we need to do now is humbly and diligently execute and get this into production, and that is what will truly drive the value.\"</blockquote><p>Lucid Motors is looking to generate as much as $2.885 billion in EBITDA by 2026. Asked about what gives them the confidence to ramp up their production and sales to achieve that kind of target, Rawlinson stated:</p><blockquote>\"We got an ambitious yet real realizable plan. We've shown that we can execute. If you look at the factory we built today, we did that in record time. The first greenfield purpose-built, EV factory in North America. The team I've got... I surrounded myself with consumer professionals, and we've got the expertise, we've got the track record of delivery. What's really important now, particularly over the next few months, is to get our first product into production.\"</blockquote><p><img src=\"https://static.tigerbbs.com/89021e763992c002bff06941aac42b98\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\">Pixabay/Public Domain</p><p>Peter Rawlinson said that his company has a huge differential to stand out.</p><blockquote>\"It's a huge differential. We have a charging speed where we can put 300 miles in the car in around 20 minutes, and we're doing that with ultra-high voltage, over 900 volts charging through our partnership with Electrify America. This isnext-generation technology, and we are doing that with our Wonderbox Boost Charger. We've got two-way charging on board so we can actually go 'vehicle to grid'. You can also run your house off the car.\"</blockquote><p>A Lucid vehicle has 32 comprehensive sensor suites onboard, which makes it probably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest cars on the road that can attract a lot of people to choose to buy this car. Here is what Rawlinson stated about some of Lucid's advanced safety features.</p><blockquote>\"To the best of my knowledge, it's the most comprehensive and beautifully integrated sensor suite for autonomous driving and ADAS (Advanced driver-assistance systems). Over 14 cameras, 32 sensors, and we fuse long and short-range surround radar, plus a 120-degree solid-state lidar in the nose.\"</blockquote><p>Despite the pandemic, the sales of electric vehicles surged 43% last year and continue to increase. Roughly 26.9 million electric vehicles are projected to be sold by 2030.</p><p>Three months ago we published the list of 10 best auto stocks to buy using Insider Monkey's hedge fund sentiment data. Since then there have been several changes in this space. General Motors announced its plans towards an all-electric future; China's search giant Baidu is setting up an EV venture with Geely; and even Apple is not-so-secretly working on an electric vehicle. We didn't include Apple in our rankings because only a tiny percentage of its market value is attributable to the automotive industry. We also didn't include Alphabet Inc (GOOGL) for the same reason even though its Waymo unit is a major player in the autonomous driving space. On the other hand, more than half of Baidu's market cap can be attributed to its EV exposure.</p><p><img src=\"https://static.tigerbbs.com/da5424e4b13e3c790a502f7ba268297e\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p><p>Insider Monkey tracks nearly 900 hedge funds to identify the most promising investment ideas produced by the thousands of richly paid hedge fund analysts and managers. By following this approach we have managed to outperform S&amp;P 500 ETF (SPY) by more than 111 percentage points since March 2017. Our insanely simple strategy that picks top 15 most popular picks among hedge funds returned nearly 100% in 2019 and 2020 cumulatively. If you want to find our more, make sure to check out our premium newsletters&nbsp;that provide our latest stock picks. Also, make sure to subscribe to our free daily newsletter to stay up to date with hedge fund news and our latest updates.</p><p>In September 2020, Moody’s changed its outlook for the global automotive industry to Stable from Negative, citing a recovery and an expected jump in sales in 2021. Moody's analysts in their report project light vehicle sales to fall 19% in 2020 to about 73 million, but rebound to 80 million in 2021.</p><p>With this industry outlook in mind, let's start our list of top 10 car company stocks to invest in.</p><p>10. Ferrari N.V. (NYSE: RACE)</p><p><i><b>Number of Hedge Funds: 29</b></i></p><p><i><b>Value of Hedge Fund Holdings: $1.5 billion</b></i></p><p>Italian luxury sports car company Ferrari’s shares are up 20% over the last 12 months. The company’s CEO John Elkann recently surprised the Wall Street by announcing plans to make Ferrari carbon-neutral by 2030. However, the executive ruled out the possibility an of all-electric Ferrari. Recently, Ferrari disclosed a multi-year partnership agreement with the Swiss luxury watchmaking brand Richard Mille.</p><p>As of the end of the fourth quarter, 29 hedge funds in Insider Monkey’s database of 887 funds held stakes in Ferrari, compared to 31 funds in the third quarter. Nicolai Tangen's Ako Capital is the biggest stakeholder in the company, with 1.4 million shares, worth $335 million.</p><p>9. XPeng Inc. (NYSE: XPEV)</p><p><i><b>Number of Hedge Funds: 30</b></i></p><p><i><b>Value of Hedge Fund Holdings: $820 million</b></i></p><p>XPeng Inc. is a premier Chinese electric vehicle company that currently has a $27 billion market capitalization. Its well-known XPeng P7 electric car has some of the most sturdy and well-engineered hardware features, including a 360-degree dual camera and a radar fusion perception system.</p><p>According to our database, the number of XPeng’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 30 hedge funds that hold a position in XPeng Inc by the end of December 2020, compared to the 26 funds in the third quarter. The biggest stakeholder of the company is Coatue Management, with 10.3 million shares, worth $444 million, followed by D.E. Shaw that holds 2.6 million shares, worth $114 million.</p><p>8. Li Auto Inc. (NASDAQ: LI)</p><p><i><b>Number of Hedge Funds: 31</b></i></p><p><i><b>Value of Hedge Fund Holdings: $497 million</b></i></p><p>Ranking 8th on our list of top 10 car company stocks to invest in is Li Auto Incorporated. It is the first EV company to successfully commercialize extended-range energy cars in China. In January 2021, Li Auto delivered&nbsp;more than 5000 units of their first-ever model, the Li ONE, which resulted in a 355.8% YoY increase in their vehicle sales.</p><p>With a $108 million stake invested in Li Auto Inc., Josh Resnick's Jericho Capital Asset Management currently owns 3.7 million shares of the company. Our database shows that 31 hedge funds held stakes in Li Auto Inc. as of the end of the fourth quarter, versus the 26 funds in the third quarter.</p><p>7. PACCAR Inc (NASDAQ: PCAR)</p><p><i><b>Number of Hedge Funds: 34</b></i></p><p><i><b>Value of Hedge Fund Holdings: $418 million</b></i></p><p>Ranking 7th on our list of top 10 car company stocks to invest in is PACCAR Inc, a medium- and heavy-duty truck manufacturer that is among the largest truck companies in the world. Last January, PCAR introduced their own electric vehicle charging stations that are compatible with Paccar Inc.'s Kenworth Truck Co., Peterbilt Motors Co., and DAF electric trucks. PACCAR currently has a $32.3 billion market capitalization and it settled at $93.33 per share at the closing of February 23, 2021.</p><p>As of the end of the fourth quarter, the number of hedge funds in Insider Monkey’s database that held stakes in PACCAR Inc remained unchanged. There are 34 hedge funds that hold stakes in the company. Millennium Management, with 1.075 million shares, is the biggest stakeholder of PACCAR.</p><p>6. NIO Limited (NYSE: NIO)</p><p><i><b>Number of Hedge Funds: 34</b></i></p><p><i><b>Value of Hedge Fund Holdings: $2.6 billion</b></i></p><p>Often called the \"Tesla of China,\" NIO Limited is currently making waves in the electric vehicle market. The company was able to deliver&nbsp; $628 million in revenue and sold 12,000+ units in the third quarter of 2020. In 2020, the company saw a double-digit YoY growth in earnings for 8 consecutive months.</p><p>As of the end of the fourth quarter, 34 hedge funds in Insider Monkey’s database of 887 funds held stakes in NIO Limited, compared to 35 funds in the third quarter. D.E. Shaw is the biggest stakeholder in the company, with 15.4 million shares, worth $751 million.</p><p>5. Ford Motor Company (NYSE: F)</p><p><i><b>Number of Hedge Funds: 41</b></i></p><p><i><b>Value of Hedge Fund Holdings: $1.6 billion</b></i></p><p>In their 2021 outlook, John Lawler, Ford’s CFO, said that they project adjusted pretax profits to be between $8 billion-$9 billion, and adjusted free cash flow to be in between $3.5 billion-$4.5 billion. However, the current shortage of semiconductor chips is a threat incorporated in the company’s estimates. With a $47.1 billion market capitalization and a 35.72% return YTD, Ford Motor Company remains one of the top 10 car company stocks to invest in.</p><p>According to our database, the number of Ford Motor’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 41 hedge funds that hold a position in Ford by the end of December, compared to the 38 funds in the third quarter. The biggest stakeholder of the company isArrowstreet Capital, with 49.6 million shares, worth $436 million.</p><p>4. Baidu, Inc. (NASDAQ: BIDU)</p><p><i><b>Number of Hedge Funds: 51</b></i></p><p><i><b>Value of Hedge Fund Holdings: $4.6 billion</b></i></p><p>Baidu Inc. is a China-based technology company that offers internet-related services and artificial intelligence. Earlier this year, the companydisclosedthat they plan to form an intelligent EV company. The company also plans to establish a strategic partnership with Geely Automobile.</p><p>There were 51 hedge funds in our database that held stakes in Baidu Inc., compared to 43 funds in the third quarter.Jim Simons’ Renaissance Technologies&nbsp;is the biggest stakeholder in the company.</p><p>3. Lucid Motors / Churchill Capital Corp IV (NYSE: CCIV)</p><p><i><b>Number of Hedge Funds: 57</b></i></p><p><i><b>Value of Hedge Fund Holdings: $982 million</b></i></p><p>Lucid Motors recently disclosed their merger deal withChurchill Capital Corp, which is projected to generate about $4.4 billion in cash and a $60 billion estimated valuation. The company expects to generate around $2.885 billion in EBITDA by 2026. Lucid Motors’ CEO, Peter Rawlinson, said that the massive valuation is a reflection of their state-of-the-art technology.</p><p>As of the end of the fourth quarter, 57 hedge funds in Insider Monkey’s database of 887 funds held stakes in CCIV, compared to 49 funds in the third quarter.Magnetar Capitalis the biggest stakeholder in the company, with 17.9 million shares, worth $185 million.</p><p>2. Tesla, Inc. (NASDAQ: TSLA)</p><p><i><b>Number of Hedge Funds: 68</b></i></p><p><i><b>Value of Hedge Fund Holdings: $12.3 billion</b></i></p><p>Tesla ranks 2nd on our list of top 10 car company stocks to invest in. Cathie Wood’s ARK Invest recently bought about 11,893 shares Tesla shares for ARK Autonomous Technology &amp; Robotics ETF (BATS:ARKQ), 177,214 shares for the ARK Innovation Fund and 51,441 shares for the ARK Next Generation Internet ETF (NYSEARCA:ARKW). In a recent interview, Cathie Wood mentioned several EV stocks and said that Tesla remains the market leader in the EV space. See the highlights of that interview in our article10 Best EV Stocks According to Cathie Wood.</p><p>Our database shows that 68 hedge funds held stakes in Tesla at the end of December, versus the 67 funds in the third quarter.</p><p>1. General Motors Company (NYSE: GM)</p><p><i><b>Number of Hedge Funds: 70</b></i></p><p><i><b>Value of Hedge Fund Holdings: $6.3 billion</b></i></p><p>Topping the list of top 10 car company stocks to invest in is General Motors. The company recently said that they plan to make most of their cars electric by 2035. A campaign was launched by the company which they called ‘Everybody In’, with the purpose of enlightening people about the positive effects of transitioning to electric vehicles. General Motors said that it will be offering 30 new electric vehicle models over the next 4 years, which include the well-known Cadillac Lyric,&nbsp; Chevrolet Bolt, and Hummer EV.</p><p>A total of 68 hedge funds tracked by Insider Monkey were long GM at the end of December 2020, compared to 67 funds a quarter earlier.</p>","source":"yahoofinance","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>Top 10 Car Company Stocks to Invest In</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\">\nTop 10 Car Company Stocks to Invest In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/1oaIgUe8t8Tz2St2HrnZkg--~B/aD0zOTk7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/ygCL6gCfM_Q1AHTzT8dnAw--~B/aD0zOTk7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/17cf1c2403c4e17c2a81a542c73c4aee","relate_stocks":{"NIO":"蔚来","PCAR":"帕卡","K3SD.SI":"u BIDU ADR US$+","TSLA":"特斯拉","XPEV":"小鹏汽车","GM":"通用汽车","RACE":"法拉利","F":"福特汽车","LI":"理想汽车","BIDU":"百度"},"source_url":"https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2114231776","content_text":"In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go directly to Top 5 Car Company Stocks To Invest In.Car company stocks took a beating in 2020 amid falling auto sales in the U.S. and abroad following the coronavirus crisis. However, analysts believe that industry is ripe for investment in 2021 as consumer spending begins to come back to normal levels. The automotive sector is also undergoing key changes that will make the industry grow faster. Riding this tide of change are innovative, futuristic car companies that are posing a serious challenge to big players like Ford and General Motors. One such promising company is luxury EV maker Lucid Motors, which plans to merge with special purpose acquisition company Churchill Capital Corp IV (CCIV) to go public. Lucid Motors is reportedly valued at a whopping $57 billion.  Earlier this week, Lucid's CEO Peter Rawlinson gave an interview to CNBC and talked about the upcoming trends in the car industry and his company’s plans for the future.\"The great news is that, Lucid is a tech company, and we're bringing the world's best technology to the market this year here in the U.S.\"Why Is Lucid Motors Valued at $57 Billion?Peter Rawlinson, who previously worked as chief engineer for Tesla Model S project, said that the $60 billion market valuation of his company is a \"reflection of our technology\". He thinks that the huge valuation has been validated and endorsed through the due diligence that Churchill Capital has undertaken.\"I'm very confident we've got a world-class tech. What we need to do now is humbly and diligently execute and get this into production, and that is what will truly drive the value.\"Lucid Motors is looking to generate as much as $2.885 billion in EBITDA by 2026. Asked about what gives them the confidence to ramp up their production and sales to achieve that kind of target, Rawlinson stated:\"We got an ambitious yet real realizable plan. We've shown that we can execute. If you look at the factory we built today, we did that in record time. The first greenfield purpose-built, EV factory in North America. The team I've got... I surrounded myself with consumer professionals, and we've got the expertise, we've got the track record of delivery. What's really important now, particularly over the next few months, is to get our first product into production.\"Pixabay/Public DomainPeter Rawlinson said that his company has a huge differential to stand out.\"It's a huge differential. We have a charging speed where we can put 300 miles in the car in around 20 minutes, and we're doing that with ultra-high voltage, over 900 volts charging through our partnership with Electrify America. This isnext-generation technology, and we are doing that with our Wonderbox Boost Charger. We've got two-way charging on board so we can actually go 'vehicle to grid'. You can also run your house off the car.\"A Lucid vehicle has 32 comprehensive sensor suites onboard, which makes it probably one of the safest cars on the road that can attract a lot of people to choose to buy this car. Here is what Rawlinson stated about some of Lucid's advanced safety features.\"To the best of my knowledge, it's the most comprehensive and beautifully integrated sensor suite for autonomous driving and ADAS (Advanced driver-assistance systems). Over 14 cameras, 32 sensors, and we fuse long and short-range surround radar, plus a 120-degree solid-state lidar in the nose.\"Despite the pandemic, the sales of electric vehicles surged 43% last year and continue to increase. Roughly 26.9 million electric vehicles are projected to be sold by 2030.Three months ago we published the list of 10 best auto stocks to buy using Insider Monkey's hedge fund sentiment data. Since then there have been several changes in this space. General Motors announced its plans towards an all-electric future; China's search giant Baidu is setting up an EV venture with Geely; and even Apple is not-so-secretly working on an electric vehicle. We didn't include Apple in our rankings because only a tiny percentage of its market value is attributable to the automotive industry. We also didn't include Alphabet Inc (GOOGL) for the same reason even though its Waymo unit is a major player in the autonomous driving space. On the other hand, more than half of Baidu's market cap can be attributed to its EV exposure.Insider Monkey tracks nearly 900 hedge funds to identify the most promising investment ideas produced by the thousands of richly paid hedge fund analysts and managers. By following this approach we have managed to outperform S&P 500 ETF (SPY) by more than 111 percentage points since March 2017. Our insanely simple strategy that picks top 15 most popular picks among hedge funds returned nearly 100% in 2019 and 2020 cumulatively. If you want to find our more, make sure to check out our premium newsletters that provide our latest stock picks. Also, make sure to subscribe to our free daily newsletter to stay up to date with hedge fund news and our latest updates.In September 2020, Moody’s changed its outlook for the global automotive industry to Stable from Negative, citing a recovery and an expected jump in sales in 2021. Moody's analysts in their report project light vehicle sales to fall 19% in 2020 to about 73 million, but rebound to 80 million in 2021.With this industry outlook in mind, let's start our list of top 10 car company stocks to invest in.10. Ferrari N.V. (NYSE: RACE)Number of Hedge Funds: 29Value of Hedge Fund Holdings: $1.5 billionItalian luxury sports car company Ferrari’s shares are up 20% over the last 12 months. The company’s CEO John Elkann recently surprised the Wall Street by announcing plans to make Ferrari carbon-neutral by 2030. However, the executive ruled out the possibility an of all-electric Ferrari. Recently, Ferrari disclosed a multi-year partnership agreement with the Swiss luxury watchmaking brand Richard Mille.As of the end of the fourth quarter, 29 hedge funds in Insider Monkey’s database of 887 funds held stakes in Ferrari, compared to 31 funds in the third quarter. Nicolai Tangen's Ako Capital is the biggest stakeholder in the company, with 1.4 million shares, worth $335 million.9. XPeng Inc. (NYSE: XPEV)Number of Hedge Funds: 30Value of Hedge Fund Holdings: $820 millionXPeng Inc. is a premier Chinese electric vehicle company that currently has a $27 billion market capitalization. Its well-known XPeng P7 electric car has some of the most sturdy and well-engineered hardware features, including a 360-degree dual camera and a radar fusion perception system.According to our database, the number of XPeng’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 30 hedge funds that hold a position in XPeng Inc by the end of December 2020, compared to the 26 funds in the third quarter. The biggest stakeholder of the company is Coatue Management, with 10.3 million shares, worth $444 million, followed by D.E. Shaw that holds 2.6 million shares, worth $114 million.8. Li Auto Inc. (NASDAQ: LI)Number of Hedge Funds: 31Value of Hedge Fund Holdings: $497 millionRanking 8th on our list of top 10 car company stocks to invest in is Li Auto Incorporated. It is the first EV company to successfully commercialize extended-range energy cars in China. In January 2021, Li Auto delivered more than 5000 units of their first-ever model, the Li ONE, which resulted in a 355.8% YoY increase in their vehicle sales.With a $108 million stake invested in Li Auto Inc., Josh Resnick's Jericho Capital Asset Management currently owns 3.7 million shares of the company. Our database shows that 31 hedge funds held stakes in Li Auto Inc. as of the end of the fourth quarter, versus the 26 funds in the third quarter.7. PACCAR Inc (NASDAQ: PCAR)Number of Hedge Funds: 34Value of Hedge Fund Holdings: $418 millionRanking 7th on our list of top 10 car company stocks to invest in is PACCAR Inc, a medium- and heavy-duty truck manufacturer that is among the largest truck companies in the world. Last January, PCAR introduced their own electric vehicle charging stations that are compatible with Paccar Inc.'s Kenworth Truck Co., Peterbilt Motors Co., and DAF electric trucks. PACCAR currently has a $32.3 billion market capitalization and it settled at $93.33 per share at the closing of February 23, 2021.As of the end of the fourth quarter, the number of hedge funds in Insider Monkey’s database that held stakes in PACCAR Inc remained unchanged. There are 34 hedge funds that hold stakes in the company. Millennium Management, with 1.075 million shares, is the biggest stakeholder of PACCAR.6. NIO Limited (NYSE: NIO)Number of Hedge Funds: 34Value of Hedge Fund Holdings: $2.6 billionOften called the \"Tesla of China,\" NIO Limited is currently making waves in the electric vehicle market. The company was able to deliver  $628 million in revenue and sold 12,000+ units in the third quarter of 2020. In 2020, the company saw a double-digit YoY growth in earnings for 8 consecutive months.As of the end of the fourth quarter, 34 hedge funds in Insider Monkey’s database of 887 funds held stakes in NIO Limited, compared to 35 funds in the third quarter. D.E. Shaw is the biggest stakeholder in the company, with 15.4 million shares, worth $751 million.5. Ford Motor Company (NYSE: F)Number of Hedge Funds: 41Value of Hedge Fund Holdings: $1.6 billionIn their 2021 outlook, John Lawler, Ford’s CFO, said that they project adjusted pretax profits to be between $8 billion-$9 billion, and adjusted free cash flow to be in between $3.5 billion-$4.5 billion. However, the current shortage of semiconductor chips is a threat incorporated in the company’s estimates. With a $47.1 billion market capitalization and a 35.72% return YTD, Ford Motor Company remains one of the top 10 car company stocks to invest in.According to our database, the number of Ford Motor’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 41 hedge funds that hold a position in Ford by the end of December, compared to the 38 funds in the third quarter. The biggest stakeholder of the company isArrowstreet Capital, with 49.6 million shares, worth $436 million.4. Baidu, Inc. (NASDAQ: BIDU)Number of Hedge Funds: 51Value of Hedge Fund Holdings: $4.6 billionBaidu Inc. is a China-based technology company that offers internet-related services and artificial intelligence. Earlier this year, the companydisclosedthat they plan to form an intelligent EV company. The company also plans to establish a strategic partnership with Geely Automobile.There were 51 hedge funds in our database that held stakes in Baidu Inc., compared to 43 funds in the third quarter.Jim Simons’ Renaissance Technologies is the biggest stakeholder in the company.3. Lucid Motors / Churchill Capital Corp IV (NYSE: CCIV)Number of Hedge Funds: 57Value of Hedge Fund Holdings: $982 millionLucid Motors recently disclosed their merger deal withChurchill Capital Corp, which is projected to generate about $4.4 billion in cash and a $60 billion estimated valuation. The company expects to generate around $2.885 billion in EBITDA by 2026. Lucid Motors’ CEO, Peter Rawlinson, said that the massive valuation is a reflection of their state-of-the-art technology.As of the end of the fourth quarter, 57 hedge funds in Insider Monkey’s database of 887 funds held stakes in CCIV, compared to 49 funds in the third quarter.Magnetar Capitalis the biggest stakeholder in the company, with 17.9 million shares, worth $185 million.2. Tesla, Inc. (NASDAQ: TSLA)Number of Hedge Funds: 68Value of Hedge Fund Holdings: $12.3 billionTesla ranks 2nd on our list of top 10 car company stocks to invest in. Cathie Wood’s ARK Invest recently bought about 11,893 shares Tesla shares for ARK Autonomous Technology & Robotics ETF (BATS:ARKQ), 177,214 shares for the ARK Innovation Fund and 51,441 shares for the ARK Next Generation Internet ETF (NYSEARCA:ARKW). In a recent interview, Cathie Wood mentioned several EV stocks and said that Tesla remains the market leader in the EV space. See the highlights of that interview in our article10 Best EV Stocks According to Cathie Wood.Our database shows that 68 hedge funds held stakes in Tesla at the end of December, versus the 67 funds in the third quarter.1. General Motors Company (NYSE: GM)Number of Hedge Funds: 70Value of Hedge Fund Holdings: $6.3 billionTopping the list of top 10 car company stocks to invest in is General Motors. The company recently said that they plan to make most of their cars electric by 2035. A campaign was launched by the company which they called ‘Everybody In’, with the purpose of enlightening people about the positive effects of transitioning to electric vehicles. General Motors said that it will be offering 30 new electric vehicle models over the next 4 years, which include the well-known Cadillac Lyric,  Chevrolet Bolt, and Hummer EV.A total of 68 hedge funds tracked by Insider Monkey were long GM at the end of December 2020, compared to 67 funds a quarter earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380210156,"gmtCreate":1612540028975,"gmtModify":1703763468437,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>","listText":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>","text":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。$百度(BIDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380210156","repostId":"1140821081","repostType":2,"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380370117,"gmtCreate":1612518870339,"gmtModify":1703763000766,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380370117","repostId":"317956259","repostType":1,"repost":{"id":317956259,"gmtCreate":1612409819871,"gmtModify":1703761454790,"author":{"id":"3573372817382282","authorId":"3573372817382282","name":"AI科技巨头每日跟踪","avatar":"https://static.tigerbbs.com/9ff5e470fc1010de3d82d46f16f1cac0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573372817382282","authorIdStr":"3573372817382282"},"themes":[],"title":"ARK今日1.68亿美元买入Spotify；木头姐对GME事件发表最新评论 | 2月3日","htmlText":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 一、ARK今日买入金额最大的股票：","listText":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 一、ARK今日买入金额最大的股票：","text":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这么好的标的，加仓的好机会，可惜我满仓百度。","text":"$百度(BIDU)$这么好的标的，加仓的好机会，可惜我满仓百度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/313754966","isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569321025930852","authorId":"3569321025930852","name":"阿泽_2672","avatar":"https://static.tigerbbs.com/788716af1f1c41ddd2bca8171054f587","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569321025930852","authorIdStr":"3569321025930852"},"content":"融资是干嘛用的？","text":"融资是干嘛用的？","html":"融资是干嘛用的？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":321913745,"gmtCreate":1615388472087,"gmtModify":1703488359911,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a 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哪位大佬解释下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/321913745","isVote":1,"tweetType":1,"viewCount":9044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574992563288435","authorId":"3574992563288435","name":"dingbang93","avatar":"https://static.tigerbbs.com/7878c5b8fa429b8707fd952c61a82bb4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574992563288435","authorIdStr":"3574992563288435"},"content":"港股上市前四个月拉了4倍，利好早就释放，","text":"港股上市前四个月拉了4倍，利好早就释放，","html":"港股上市前四个月拉了4倍，利好早就释放，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313754966,"gmtCreate":1611754024655,"gmtModify":1703753114344,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这么好的标的，加仓的好机会，可惜我满仓百度。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>这么好的标的，加仓的好机会，可惜我满仓百度。","text":"$百度(BIDU)$这么好的标的，加仓的好机会，可惜我满仓百度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/313754966","isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569321025930852","authorId":"3569321025930852","name":"阿泽_2672","avatar":"https://static.tigerbbs.com/788716af1f1c41ddd2bca8171054f587","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569321025930852","authorIdStr":"3569321025930852"},"content":"融资是干嘛用的？","text":"融资是干嘛用的？","html":"融资是干嘛用的？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318067197,"gmtCreate":1611837382819,"gmtModify":1703754578574,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>百度的价值投资散户们一起加油，干翻空头！相信我们的价值投资判断！","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>百度的价值投资散户们一起加油，干翻空头！相信我们的价值投资判断！","text":"$百度(BIDU)$百度的价值投资散户们一起加油，干翻空头！相信我们的价值投资判断！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318067197","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380919721,"gmtCreate":1612502134563,"gmtModify":1703762785902,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>几个<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>？是快手高了还是百度低了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>几个<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>？是快手高了还是百度低了","text":"$快手-W(01024)$几个$百度(BIDU)$？是快手高了还是百度低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/380919721","isVote":1,"tweetType":1,"viewCount":4341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547124447174812","authorId":"3547124447174812","name":"冲冲凌","avatar":"https://static.tigerbbs.com/c7b75f75fdba63321815a17adc5e1a2c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547124447174812","authorIdStr":"3547124447174812"},"content":"百度近两年都会一直震荡上行。因为实在太低估了。当然也不会涨的太快，因为机构还在吸筹","text":"百度近两年都会一直震荡上行。因为实在太低估了。当然也不会涨的太快，因为机构还在吸筹","html":"百度近两年都会一直震荡上行。因为实在太低估了。当然也不会涨的太快，因为机构还在吸筹"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380210156,"gmtCreate":1612540028975,"gmtModify":1703763468437,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>","listText":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>","text":"小度智能音箱出货量，中国第一；人工智能专利申请数量超过10000项，中国第一；搭载小度助手的智能设备，激活量已超过4亿台；百度大脑日调用量超过1万亿次；百度造“芯”，自主研发出中国第一款云端全功能AI芯片“昆仑”。有人问，百度造车，是不是蹭热度？他们的无人车Apollo，测试里程已经超700万公里，累计60万行代码。$百度(BIDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380210156","repostId":"1140821081","repostType":2,"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328518371,"gmtCreate":1615539866793,"gmtModify":1703490632774,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>@<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>当前招股价295港币，最终定价怎么计算呢？","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>@<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>当前招股价295港币，最终定价怎么计算呢？","text":"$百度(BIDU)$@$百度集团-SW(09888)$当前招股价295港币，最终定价怎么计算呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328518371","isVote":1,"tweetType":1,"viewCount":5085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311772838,"gmtCreate":1611834206824,"gmtModify":1703754496716,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>利好新闻在大行情面前已经无人问津了","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>利好新闻在大行情面前已经无人问津了","text":"$百度(BIDU)$利好新闻在大行情面前已经无人问津了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311772838","isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453677514408131","authorId":"3453677514408131","name":"carlzheng","avatar":"https://static.tigerbbs.com/2076a7c866f8f469b2458012342978af","crmLevel":1,"crmLevelSwitch":0,"idStr":"3453677514408131","authorIdStr":"3453677514408131"},"content":"利好都是一些老生常谈，新的消息全是利空。","text":"利好都是一些老生常谈，新的消息全是利空。","html":"利好都是一些老生常谈，新的消息全是利空。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361738455,"gmtCreate":1614261115477,"gmtModify":1614261115477,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","text":"$百度(BIDU)$在我们的数据库中，有51家对冲基金持有百度公司的股份，而第三季度只有43家基金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361738455","repostId":"2114231776","repostType":2,"repost":{"id":"2114231776","kind":"news","pubTimestamp":1614248242,"share":"https://www.laohu8.com/m/news/2114231776?lang=&edition=full","pubTime":"2021-02-25 18:17","market":"us","language":"en","title":"Top 10 Car Company Stocks to Invest In","url":"https://stock-news.laohu8.com/highlight/detail?id=2114231776","media":"Insider Monkey","summary":"In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion o","content":"<p>In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go directly to Top 5 Car Company Stocks To Invest In.</p><p>Car company stocks took a beating in 2020 amid falling auto sales in the U.S. and abroad following the coronavirus crisis. However, analysts believe that industry is ripe for investment in 2021 as consumer spending begins to come back to normal levels. The automotive sector is also undergoing key changes that will make the industry grow faster. Riding this tide of change are innovative, futuristic car companies that are posing a serious challenge to big players like Ford and General Motors. One such promising company is luxury EV maker Lucid Motors, which plans to merge with special purpose acquisition company <a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a> (CCIV) to go public. Lucid Motors is reportedly valued at a whopping $57 billion.&nbsp; Earlier this week, Lucid's CEO Peter Rawlinson gave an interview to CNBC and talked about the upcoming trends in the car industry and his company’s plans for the future.</p><blockquote>\"The great news is that, Lucid is a tech company, and we're bringing the world's best technology to the market this year here in the U.S.\"</blockquote><p>Why Is Lucid Motors Valued at $57 Billion?</p><p>Peter Rawlinson, who previously worked as chief engineer for Tesla Model S project, said that the $60 billion market valuation of his company is a \"reflection of our technology\". He thinks that the huge valuation has been validated and endorsed through the due diligence that <a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a> has undertaken.</p><blockquote>\"I'm very confident we've got a world-class tech. What we need to do now is humbly and diligently execute and get this into production, and that is what will truly drive the value.\"</blockquote><p>Lucid Motors is looking to generate as much as $2.885 billion in EBITDA by 2026. Asked about what gives them the confidence to ramp up their production and sales to achieve that kind of target, Rawlinson stated:</p><blockquote>\"We got an ambitious yet real realizable plan. We've shown that we can execute. If you look at the factory we built today, we did that in record time. The first greenfield purpose-built, EV factory in North America. The team I've got... I surrounded myself with consumer professionals, and we've got the expertise, we've got the track record of delivery. What's really important now, particularly over the next few months, is to get our first product into production.\"</blockquote><p><img src=\"https://static.tigerbbs.com/89021e763992c002bff06941aac42b98\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\">Pixabay/Public Domain</p><p>Peter Rawlinson said that his company has a huge differential to stand out.</p><blockquote>\"It's a huge differential. We have a charging speed where we can put 300 miles in the car in around 20 minutes, and we're doing that with ultra-high voltage, over 900 volts charging through our partnership with Electrify America. This isnext-generation technology, and we are doing that with our Wonderbox Boost Charger. We've got two-way charging on board so we can actually go 'vehicle to grid'. You can also run your house off the car.\"</blockquote><p>A Lucid vehicle has 32 comprehensive sensor suites onboard, which makes it probably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest cars on the road that can attract a lot of people to choose to buy this car. Here is what Rawlinson stated about some of Lucid's advanced safety features.</p><blockquote>\"To the best of my knowledge, it's the most comprehensive and beautifully integrated sensor suite for autonomous driving and ADAS (Advanced driver-assistance systems). Over 14 cameras, 32 sensors, and we fuse long and short-range surround radar, plus a 120-degree solid-state lidar in the nose.\"</blockquote><p>Despite the pandemic, the sales of electric vehicles surged 43% last year and continue to increase. Roughly 26.9 million electric vehicles are projected to be sold by 2030.</p><p>Three months ago we published the list of 10 best auto stocks to buy using Insider Monkey's hedge fund sentiment data. Since then there have been several changes in this space. General Motors announced its plans towards an all-electric future; China's search giant Baidu is setting up an EV venture with Geely; and even Apple is not-so-secretly working on an electric vehicle. We didn't include Apple in our rankings because only a tiny percentage of its market value is attributable to the automotive industry. We also didn't include Alphabet Inc (GOOGL) for the same reason even though its Waymo unit is a major player in the autonomous driving space. On the other hand, more than half of Baidu's market cap can be attributed to its EV exposure.</p><p><img src=\"https://static.tigerbbs.com/da5424e4b13e3c790a502f7ba268297e\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p><p>Insider Monkey tracks nearly 900 hedge funds to identify the most promising investment ideas produced by the thousands of richly paid hedge fund analysts and managers. By following this approach we have managed to outperform S&amp;P 500 ETF (SPY) by more than 111 percentage points since March 2017. Our insanely simple strategy that picks top 15 most popular picks among hedge funds returned nearly 100% in 2019 and 2020 cumulatively. If you want to find our more, make sure to check out our premium newsletters&nbsp;that provide our latest stock picks. Also, make sure to subscribe to our free daily newsletter to stay up to date with hedge fund news and our latest updates.</p><p>In September 2020, Moody’s changed its outlook for the global automotive industry to Stable from Negative, citing a recovery and an expected jump in sales in 2021. Moody's analysts in their report project light vehicle sales to fall 19% in 2020 to about 73 million, but rebound to 80 million in 2021.</p><p>With this industry outlook in mind, let's start our list of top 10 car company stocks to invest in.</p><p>10. Ferrari N.V. (NYSE: RACE)</p><p><i><b>Number of Hedge Funds: 29</b></i></p><p><i><b>Value of Hedge Fund Holdings: $1.5 billion</b></i></p><p>Italian luxury sports car company Ferrari’s shares are up 20% over the last 12 months. The company’s CEO John Elkann recently surprised the Wall Street by announcing plans to make Ferrari carbon-neutral by 2030. However, the executive ruled out the possibility an of all-electric Ferrari. Recently, Ferrari disclosed a multi-year partnership agreement with the Swiss luxury watchmaking brand Richard Mille.</p><p>As of the end of the fourth quarter, 29 hedge funds in Insider Monkey’s database of 887 funds held stakes in Ferrari, compared to 31 funds in the third quarter. Nicolai Tangen's Ako Capital is the biggest stakeholder in the company, with 1.4 million shares, worth $335 million.</p><p>9. XPeng Inc. (NYSE: XPEV)</p><p><i><b>Number of Hedge Funds: 30</b></i></p><p><i><b>Value of Hedge Fund Holdings: $820 million</b></i></p><p>XPeng Inc. is a premier Chinese electric vehicle company that currently has a $27 billion market capitalization. Its well-known XPeng P7 electric car has some of the most sturdy and well-engineered hardware features, including a 360-degree dual camera and a radar fusion perception system.</p><p>According to our database, the number of XPeng’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 30 hedge funds that hold a position in XPeng Inc by the end of December 2020, compared to the 26 funds in the third quarter. The biggest stakeholder of the company is Coatue Management, with 10.3 million shares, worth $444 million, followed by D.E. Shaw that holds 2.6 million shares, worth $114 million.</p><p>8. Li Auto Inc. (NASDAQ: LI)</p><p><i><b>Number of Hedge Funds: 31</b></i></p><p><i><b>Value of Hedge Fund Holdings: $497 million</b></i></p><p>Ranking 8th on our list of top 10 car company stocks to invest in is Li Auto Incorporated. It is the first EV company to successfully commercialize extended-range energy cars in China. In January 2021, Li Auto delivered&nbsp;more than 5000 units of their first-ever model, the Li ONE, which resulted in a 355.8% YoY increase in their vehicle sales.</p><p>With a $108 million stake invested in Li Auto Inc., Josh Resnick's Jericho Capital Asset Management currently owns 3.7 million shares of the company. Our database shows that 31 hedge funds held stakes in Li Auto Inc. as of the end of the fourth quarter, versus the 26 funds in the third quarter.</p><p>7. PACCAR Inc (NASDAQ: PCAR)</p><p><i><b>Number of Hedge Funds: 34</b></i></p><p><i><b>Value of Hedge Fund Holdings: $418 million</b></i></p><p>Ranking 7th on our list of top 10 car company stocks to invest in is PACCAR Inc, a medium- and heavy-duty truck manufacturer that is among the largest truck companies in the world. Last January, PCAR introduced their own electric vehicle charging stations that are compatible with Paccar Inc.'s Kenworth Truck Co., Peterbilt Motors Co., and DAF electric trucks. PACCAR currently has a $32.3 billion market capitalization and it settled at $93.33 per share at the closing of February 23, 2021.</p><p>As of the end of the fourth quarter, the number of hedge funds in Insider Monkey’s database that held stakes in PACCAR Inc remained unchanged. There are 34 hedge funds that hold stakes in the company. Millennium Management, with 1.075 million shares, is the biggest stakeholder of PACCAR.</p><p>6. NIO Limited (NYSE: NIO)</p><p><i><b>Number of Hedge Funds: 34</b></i></p><p><i><b>Value of Hedge Fund Holdings: $2.6 billion</b></i></p><p>Often called the \"Tesla of China,\" NIO Limited is currently making waves in the electric vehicle market. The company was able to deliver&nbsp; $628 million in revenue and sold 12,000+ units in the third quarter of 2020. In 2020, the company saw a double-digit YoY growth in earnings for 8 consecutive months.</p><p>As of the end of the fourth quarter, 34 hedge funds in Insider Monkey’s database of 887 funds held stakes in NIO Limited, compared to 35 funds in the third quarter. D.E. Shaw is the biggest stakeholder in the company, with 15.4 million shares, worth $751 million.</p><p>5. Ford Motor Company (NYSE: F)</p><p><i><b>Number of Hedge Funds: 41</b></i></p><p><i><b>Value of Hedge Fund Holdings: $1.6 billion</b></i></p><p>In their 2021 outlook, John Lawler, Ford’s CFO, said that they project adjusted pretax profits to be between $8 billion-$9 billion, and adjusted free cash flow to be in between $3.5 billion-$4.5 billion. However, the current shortage of semiconductor chips is a threat incorporated in the company’s estimates. With a $47.1 billion market capitalization and a 35.72% return YTD, Ford Motor Company remains one of the top 10 car company stocks to invest in.</p><p>According to our database, the number of Ford Motor’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 41 hedge funds that hold a position in Ford by the end of December, compared to the 38 funds in the third quarter. The biggest stakeholder of the company isArrowstreet Capital, with 49.6 million shares, worth $436 million.</p><p>4. Baidu, Inc. (NASDAQ: BIDU)</p><p><i><b>Number of Hedge Funds: 51</b></i></p><p><i><b>Value of Hedge Fund Holdings: $4.6 billion</b></i></p><p>Baidu Inc. is a China-based technology company that offers internet-related services and artificial intelligence. Earlier this year, the companydisclosedthat they plan to form an intelligent EV company. The company also plans to establish a strategic partnership with Geely Automobile.</p><p>There were 51 hedge funds in our database that held stakes in Baidu Inc., compared to 43 funds in the third quarter.Jim Simons’ Renaissance Technologies&nbsp;is the biggest stakeholder in the company.</p><p>3. Lucid Motors / Churchill Capital Corp IV (NYSE: CCIV)</p><p><i><b>Number of Hedge Funds: 57</b></i></p><p><i><b>Value of Hedge Fund Holdings: $982 million</b></i></p><p>Lucid Motors recently disclosed their merger deal withChurchill Capital Corp, which is projected to generate about $4.4 billion in cash and a $60 billion estimated valuation. The company expects to generate around $2.885 billion in EBITDA by 2026. Lucid Motors’ CEO, Peter Rawlinson, said that the massive valuation is a reflection of their state-of-the-art technology.</p><p>As of the end of the fourth quarter, 57 hedge funds in Insider Monkey’s database of 887 funds held stakes in CCIV, compared to 49 funds in the third quarter.Magnetar Capitalis the biggest stakeholder in the company, with 17.9 million shares, worth $185 million.</p><p>2. Tesla, Inc. (NASDAQ: TSLA)</p><p><i><b>Number of Hedge Funds: 68</b></i></p><p><i><b>Value of Hedge Fund Holdings: $12.3 billion</b></i></p><p>Tesla ranks 2nd on our list of top 10 car company stocks to invest in. Cathie Wood’s ARK Invest recently bought about 11,893 shares Tesla shares for ARK Autonomous Technology &amp; Robotics ETF (BATS:ARKQ), 177,214 shares for the ARK Innovation Fund and 51,441 shares for the ARK Next Generation Internet ETF (NYSEARCA:ARKW). In a recent interview, Cathie Wood mentioned several EV stocks and said that Tesla remains the market leader in the EV space. See the highlights of that interview in our article10 Best EV Stocks According to Cathie Wood.</p><p>Our database shows that 68 hedge funds held stakes in Tesla at the end of December, versus the 67 funds in the third quarter.</p><p>1. General Motors Company (NYSE: GM)</p><p><i><b>Number of Hedge Funds: 70</b></i></p><p><i><b>Value of Hedge Fund Holdings: $6.3 billion</b></i></p><p>Topping the list of top 10 car company stocks to invest in is General Motors. The company recently said that they plan to make most of their cars electric by 2035. A campaign was launched by the company which they called ‘Everybody In’, with the purpose of enlightening people about the positive effects of transitioning to electric vehicles. General Motors said that it will be offering 30 new electric vehicle models over the next 4 years, which include the well-known Cadillac Lyric,&nbsp; Chevrolet Bolt, and Hummer EV.</p><p>A total of 68 hedge funds tracked by Insider Monkey were long GM at the end of December 2020, compared to 67 funds a quarter earlier.</p>","source":"yahoofinance","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>Top 10 Car Company Stocks to Invest In</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\">\nTop 10 Car Company Stocks to Invest In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/1oaIgUe8t8Tz2St2HrnZkg--~B/aD0zOTk7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/ygCL6gCfM_Q1AHTzT8dnAw--~B/aD0zOTk7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/17cf1c2403c4e17c2a81a542c73c4aee","relate_stocks":{"NIO":"蔚来","PCAR":"帕卡","K3SD.SI":"u BIDU ADR US$+","TSLA":"特斯拉","XPEV":"小鹏汽车","GM":"通用汽车","RACE":"法拉利","F":"福特汽车","LI":"理想汽车","BIDU":"百度"},"source_url":"https://finance.yahoo.com/news/top-10-car-company-stocks-101722930.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2114231776","content_text":"In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights of Lucid Motors CEO's recent interview and go directly to Top 5 Car Company Stocks To Invest In.Car company stocks took a beating in 2020 amid falling auto sales in the U.S. and abroad following the coronavirus crisis. However, analysts believe that industry is ripe for investment in 2021 as consumer spending begins to come back to normal levels. The automotive sector is also undergoing key changes that will make the industry grow faster. Riding this tide of change are innovative, futuristic car companies that are posing a serious challenge to big players like Ford and General Motors. One such promising company is luxury EV maker Lucid Motors, which plans to merge with special purpose acquisition company Churchill Capital Corp IV (CCIV) to go public. Lucid Motors is reportedly valued at a whopping $57 billion.  Earlier this week, Lucid's CEO Peter Rawlinson gave an interview to CNBC and talked about the upcoming trends in the car industry and his company’s plans for the future.\"The great news is that, Lucid is a tech company, and we're bringing the world's best technology to the market this year here in the U.S.\"Why Is Lucid Motors Valued at $57 Billion?Peter Rawlinson, who previously worked as chief engineer for Tesla Model S project, said that the $60 billion market valuation of his company is a \"reflection of our technology\". He thinks that the huge valuation has been validated and endorsed through the due diligence that Churchill Capital has undertaken.\"I'm very confident we've got a world-class tech. What we need to do now is humbly and diligently execute and get this into production, and that is what will truly drive the value.\"Lucid Motors is looking to generate as much as $2.885 billion in EBITDA by 2026. Asked about what gives them the confidence to ramp up their production and sales to achieve that kind of target, Rawlinson stated:\"We got an ambitious yet real realizable plan. We've shown that we can execute. If you look at the factory we built today, we did that in record time. The first greenfield purpose-built, EV factory in North America. The team I've got... I surrounded myself with consumer professionals, and we've got the expertise, we've got the track record of delivery. What's really important now, particularly over the next few months, is to get our first product into production.\"Pixabay/Public DomainPeter Rawlinson said that his company has a huge differential to stand out.\"It's a huge differential. We have a charging speed where we can put 300 miles in the car in around 20 minutes, and we're doing that with ultra-high voltage, over 900 volts charging through our partnership with Electrify America. This isnext-generation technology, and we are doing that with our Wonderbox Boost Charger. We've got two-way charging on board so we can actually go 'vehicle to grid'. You can also run your house off the car.\"A Lucid vehicle has 32 comprehensive sensor suites onboard, which makes it probably one of the safest cars on the road that can attract a lot of people to choose to buy this car. Here is what Rawlinson stated about some of Lucid's advanced safety features.\"To the best of my knowledge, it's the most comprehensive and beautifully integrated sensor suite for autonomous driving and ADAS (Advanced driver-assistance systems). Over 14 cameras, 32 sensors, and we fuse long and short-range surround radar, plus a 120-degree solid-state lidar in the nose.\"Despite the pandemic, the sales of electric vehicles surged 43% last year and continue to increase. Roughly 26.9 million electric vehicles are projected to be sold by 2030.Three months ago we published the list of 10 best auto stocks to buy using Insider Monkey's hedge fund sentiment data. Since then there have been several changes in this space. General Motors announced its plans towards an all-electric future; China's search giant Baidu is setting up an EV venture with Geely; and even Apple is not-so-secretly working on an electric vehicle. We didn't include Apple in our rankings because only a tiny percentage of its market value is attributable to the automotive industry. We also didn't include Alphabet Inc (GOOGL) for the same reason even though its Waymo unit is a major player in the autonomous driving space. On the other hand, more than half of Baidu's market cap can be attributed to its EV exposure.Insider Monkey tracks nearly 900 hedge funds to identify the most promising investment ideas produced by the thousands of richly paid hedge fund analysts and managers. By following this approach we have managed to outperform S&P 500 ETF (SPY) by more than 111 percentage points since March 2017. Our insanely simple strategy that picks top 15 most popular picks among hedge funds returned nearly 100% in 2019 and 2020 cumulatively. If you want to find our more, make sure to check out our premium newsletters that provide our latest stock picks. Also, make sure to subscribe to our free daily newsletter to stay up to date with hedge fund news and our latest updates.In September 2020, Moody’s changed its outlook for the global automotive industry to Stable from Negative, citing a recovery and an expected jump in sales in 2021. Moody's analysts in their report project light vehicle sales to fall 19% in 2020 to about 73 million, but rebound to 80 million in 2021.With this industry outlook in mind, let's start our list of top 10 car company stocks to invest in.10. Ferrari N.V. (NYSE: RACE)Number of Hedge Funds: 29Value of Hedge Fund Holdings: $1.5 billionItalian luxury sports car company Ferrari’s shares are up 20% over the last 12 months. The company’s CEO John Elkann recently surprised the Wall Street by announcing plans to make Ferrari carbon-neutral by 2030. However, the executive ruled out the possibility an of all-electric Ferrari. Recently, Ferrari disclosed a multi-year partnership agreement with the Swiss luxury watchmaking brand Richard Mille.As of the end of the fourth quarter, 29 hedge funds in Insider Monkey’s database of 887 funds held stakes in Ferrari, compared to 31 funds in the third quarter. Nicolai Tangen's Ako Capital is the biggest stakeholder in the company, with 1.4 million shares, worth $335 million.9. XPeng Inc. (NYSE: XPEV)Number of Hedge Funds: 30Value of Hedge Fund Holdings: $820 millionXPeng Inc. is a premier Chinese electric vehicle company that currently has a $27 billion market capitalization. Its well-known XPeng P7 electric car has some of the most sturdy and well-engineered hardware features, including a 360-degree dual camera and a radar fusion perception system.According to our database, the number of XPeng’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 30 hedge funds that hold a position in XPeng Inc by the end of December 2020, compared to the 26 funds in the third quarter. The biggest stakeholder of the company is Coatue Management, with 10.3 million shares, worth $444 million, followed by D.E. Shaw that holds 2.6 million shares, worth $114 million.8. Li Auto Inc. (NASDAQ: LI)Number of Hedge Funds: 31Value of Hedge Fund Holdings: $497 millionRanking 8th on our list of top 10 car company stocks to invest in is Li Auto Incorporated. It is the first EV company to successfully commercialize extended-range energy cars in China. In January 2021, Li Auto delivered more than 5000 units of their first-ever model, the Li ONE, which resulted in a 355.8% YoY increase in their vehicle sales.With a $108 million stake invested in Li Auto Inc., Josh Resnick's Jericho Capital Asset Management currently owns 3.7 million shares of the company. Our database shows that 31 hedge funds held stakes in Li Auto Inc. as of the end of the fourth quarter, versus the 26 funds in the third quarter.7. PACCAR Inc (NASDAQ: PCAR)Number of Hedge Funds: 34Value of Hedge Fund Holdings: $418 millionRanking 7th on our list of top 10 car company stocks to invest in is PACCAR Inc, a medium- and heavy-duty truck manufacturer that is among the largest truck companies in the world. Last January, PCAR introduced their own electric vehicle charging stations that are compatible with Paccar Inc.'s Kenworth Truck Co., Peterbilt Motors Co., and DAF electric trucks. PACCAR currently has a $32.3 billion market capitalization and it settled at $93.33 per share at the closing of February 23, 2021.As of the end of the fourth quarter, the number of hedge funds in Insider Monkey’s database that held stakes in PACCAR Inc remained unchanged. There are 34 hedge funds that hold stakes in the company. Millennium Management, with 1.075 million shares, is the biggest stakeholder of PACCAR.6. NIO Limited (NYSE: NIO)Number of Hedge Funds: 34Value of Hedge Fund Holdings: $2.6 billionOften called the \"Tesla of China,\" NIO Limited is currently making waves in the electric vehicle market. The company was able to deliver  $628 million in revenue and sold 12,000+ units in the third quarter of 2020. In 2020, the company saw a double-digit YoY growth in earnings for 8 consecutive months.As of the end of the fourth quarter, 34 hedge funds in Insider Monkey’s database of 887 funds held stakes in NIO Limited, compared to 35 funds in the third quarter. D.E. Shaw is the biggest stakeholder in the company, with 15.4 million shares, worth $751 million.5. Ford Motor Company (NYSE: F)Number of Hedge Funds: 41Value of Hedge Fund Holdings: $1.6 billionIn their 2021 outlook, John Lawler, Ford’s CFO, said that they project adjusted pretax profits to be between $8 billion-$9 billion, and adjusted free cash flow to be in between $3.5 billion-$4.5 billion. However, the current shortage of semiconductor chips is a threat incorporated in the company’s estimates. With a $47.1 billion market capitalization and a 35.72% return YTD, Ford Motor Company remains one of the top 10 car company stocks to invest in.According to our database, the number of Ford Motor’s long hedge funds positions increased at the end of the fourth quarter of 2020. There were 41 hedge funds that hold a position in Ford by the end of December, compared to the 38 funds in the third quarter. The biggest stakeholder of the company isArrowstreet Capital, with 49.6 million shares, worth $436 million.4. Baidu, Inc. (NASDAQ: BIDU)Number of Hedge Funds: 51Value of Hedge Fund Holdings: $4.6 billionBaidu Inc. is a China-based technology company that offers internet-related services and artificial intelligence. Earlier this year, the companydisclosedthat they plan to form an intelligent EV company. The company also plans to establish a strategic partnership with Geely Automobile.There were 51 hedge funds in our database that held stakes in Baidu Inc., compared to 43 funds in the third quarter.Jim Simons’ Renaissance Technologies is the biggest stakeholder in the company.3. Lucid Motors / Churchill Capital Corp IV (NYSE: CCIV)Number of Hedge Funds: 57Value of Hedge Fund Holdings: $982 millionLucid Motors recently disclosed their merger deal withChurchill Capital Corp, which is projected to generate about $4.4 billion in cash and a $60 billion estimated valuation. The company expects to generate around $2.885 billion in EBITDA by 2026. Lucid Motors’ CEO, Peter Rawlinson, said that the massive valuation is a reflection of their state-of-the-art technology.As of the end of the fourth quarter, 57 hedge funds in Insider Monkey’s database of 887 funds held stakes in CCIV, compared to 49 funds in the third quarter.Magnetar Capitalis the biggest stakeholder in the company, with 17.9 million shares, worth $185 million.2. Tesla, Inc. (NASDAQ: TSLA)Number of Hedge Funds: 68Value of Hedge Fund Holdings: $12.3 billionTesla ranks 2nd on our list of top 10 car company stocks to invest in. Cathie Wood’s ARK Invest recently bought about 11,893 shares Tesla shares for ARK Autonomous Technology & Robotics ETF (BATS:ARKQ), 177,214 shares for the ARK Innovation Fund and 51,441 shares for the ARK Next Generation Internet ETF (NYSEARCA:ARKW). In a recent interview, Cathie Wood mentioned several EV stocks and said that Tesla remains the market leader in the EV space. See the highlights of that interview in our article10 Best EV Stocks According to Cathie Wood.Our database shows that 68 hedge funds held stakes in Tesla at the end of December, versus the 67 funds in the third quarter.1. General Motors Company (NYSE: GM)Number of Hedge Funds: 70Value of Hedge Fund Holdings: $6.3 billionTopping the list of top 10 car company stocks to invest in is General Motors. The company recently said that they plan to make most of their cars electric by 2035. A campaign was launched by the company which they called ‘Everybody In’, with the purpose of enlightening people about the positive effects of transitioning to electric vehicles. General Motors said that it will be offering 30 new electric vehicle models over the next 4 years, which include the well-known Cadillac Lyric,  Chevrolet Bolt, and Hummer EV.A total of 68 hedge funds tracked by Insider Monkey were long GM at the end of December 2020, compared to 67 funds a quarter earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345056193,"gmtCreate":1618268488712,"gmtModify":1618268488712,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>已经减完了，后续怎么走","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>已经减完了，后续怎么走","text":"$百度(BIDU)$已经减完了，后续怎么走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345056193","repostId":"2127095804","repostType":2,"repost":{"id":"2127095804","kind":"news","pubTimestamp":1618263103,"share":"https://www.laohu8.com/m/news/2127095804?lang=&edition=full","pubTime":"2021-04-13 05:31","market":"us","language":"zh","title":"摩根士丹利减持百度至1%以下 减持幅度超80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2127095804","media":"金融界网","summary":"金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/JRJC\">金融界</a>网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>已减持<a href=\"https://laohu8.com/S/BIDU\">百度</a>股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。</p><p>该公司已经在大批抛售刺激了包括百度和<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。</p><p>此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。</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>摩根士丹利减持百度至1%以下 减持幅度超80%</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摩根士丹利减持百度至1%以下 减持幅度超80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 05:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&s=b><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&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/d2488184ce4815610e2426c10250da75","relate_stocks":{"BIDU":"百度","MS":"摩根士丹利","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130532177d3fcea6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127095804","content_text":"金融界网4月13日消息，周一美股盘后，美国证券交易委员会（SEC）的一份文件显示，摩根士丹利已减持百度股份至0.9%。此前在3月29日提交的13G文件显示，摩根士丹利持有该公司5.2%的股份。该公司已经在大批抛售刺激了包括百度和腾讯音乐等股票下跌的前一天晚上卖出了Archegos Capital持有的数十亿股股票。此前有报道称，报道，摩根士丹利公司在Archegos Capital爆仓时间前一晚，卖出了包括百度和腾讯音乐等价值数十亿美元股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317178641,"gmtCreate":1612431727983,"gmtModify":1703761762018,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>确实看不懂","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>确实看不懂","text":"$哔哩哔哩(BILI)$确实看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317178641","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328673414,"gmtCreate":1615524736338,"gmtModify":1703490427519,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"美股认购期间涨到350合理，也算给了港股打新折扣","listText":"美股认购期间涨到350合理，也算给了港股打新折扣","text":"美股认购期间涨到350合理，也算给了港股打新折扣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328673414","repostId":"1108281937","repostType":2,"repost":{"id":"1108281937","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":1615516210,"share":"https://www.laohu8.com/m/news/1108281937?lang=&edition=full","pubTime":"2021-03-12 10:30","market":"us","language":"zh","title":"百度招股：较美股溢价11%，入场费14898港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1108281937","media":"老虎资讯综合","summary":"3月12日，百度正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。其中，香港和国际发售股份占比分别","content":"<p>3月12日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。</p><p>其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。</p><p>本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。</p><p><img src=\"https://static.tigerbbs.com/87ac65bd0db063c70485c40f1ee6fa29\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><b>申购阶梯</b></p><p>百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。</p><p>乙头需要申购2万股，即400手，入场费596万港元。</p><p><img src=\"https://static.tigerbbs.com/e3dfa6ccfc78e9544351794894c51818\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>公司概况</b></p><p>3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。</p><p>过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。</p><p>该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。</p><p><img src=\"https://static.tigerbbs.com/e4cebeb70b64dfb2d65a45e3f7f2430b\" tg-width=\"800\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></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>百度招股：较美股溢价11%，入场费14898港元</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; 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 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10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月12日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。</p><p>其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。</p><p>本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。</p><p><img src=\"https://static.tigerbbs.com/87ac65bd0db063c70485c40f1ee6fa29\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p><b>申购阶梯</b></p><p>百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。</p><p>乙头需要申购2万股，即400手，入场费596万港元。</p><p><img src=\"https://static.tigerbbs.com/e3dfa6ccfc78e9544351794894c51818\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>公司概况</b></p><p>3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。</p><p>过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。</p><p>该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。</p><p><img src=\"https://static.tigerbbs.com/e4cebeb70b64dfb2d65a45e3f7f2430b\" tg-width=\"800\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39d3a41bff0f8fc6caf6f40955c8c299","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108281937","content_text":"3月12日，百度正式披露香港联交所主板上市招股书，拟全球发售9500万股A类普通股股份，最高募资约318亿港元，并于3月12日正式开启全球发售，股票代码为“9888”。其中，香港和国际发售股份占比分别为5%（475万股）和95%（9025万股），如行使回拨机制，香港公开发售部分最多调整到12%，即1140万股。此外，公司预计将向国际承销商授出15%超额配股权。本次香港全球发售预计募集资金净额276亿港元，假设超额配股权悉数行使，募集资金净额为318亿港元，募集资金将用于实施其战略，包括拟持续投资科技促进AI商业化，进一步发展百度移动生态，以及一般公司用途补充流动资金等。文件显示，李彦宏持有百度57%表决权。申购阶梯百度定价上限为295港元，截至发稿日，百度美股报273.28美元/股，折合每股265港元，较美股溢价11.3%。公司每手50股，一手入场费14898.64港元。乙头需要申购2万股，即400手，入场费596万港元。公司概况3月9日，百度通过香港联交所聆讯，聆讯后资料集显示，百度为拥有强大互联网基础的领先AI公司，核心业务由AI驱动，在移动生态、智能云、智能驾驶等其他前沿业务三大增长引擎下，提供基于搜索、信息流及其他在线营销服务，以及来自AI新领域的产品及服务。过去一年，是百度价值被重估的一年。 自2020年初以来，它的股价已经至少翻了两倍，增速超过行业平均水平，市值首次突破千亿美元。该公司2020年度的总收入为人民币1070.74亿元，而2019年度总收入为人民币1074.13亿元。2020年度归属百度集团股份有限公司的净利润为人民币224.72亿元，而2019年归属百度集团股份有限公司的净利润为人民币20.57亿元，同比增992.46%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367636637,"gmtCreate":1614942827629,"gmtModify":1703483247243,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>硬核技术公司","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>硬核技术公司","text":"$百度(BIDU)$硬核技术公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367636637","repostId":"1101290376","repostType":2,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276984530370808,"gmtCreate":1708652328335,"gmtModify":1708652329744,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"十万亿","listText":"十万亿","text":"十万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276984530370808","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376017059,"gmtCreate":1619069370971,"gmtModify":1619069370971,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"华为搞三五个人搞预研也叫起步早？","listText":"华为搞三五个人搞预研也叫起步早？","text":"华为搞三五个人搞预研也叫起步早？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376017059","repostId":"2129619809","repostType":2,"repost":{"id":"2129619809","kind":"highlight","pubTimestamp":1619053642,"share":"https://www.laohu8.com/m/news/2129619809?lang=&edition=full","pubTime":"2021-04-22 09:07","market":"hk","language":"zh","title":"【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129619809","media":"www.finet.hk","summary":"這個行業有太多自稱第一的，還有勸他人别喊第一的。新能源汽車，得自動駕駛者得天下。華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。","content":"<html><body><h3><span><span><strong><span><span><strong><span>前言</span></strong></span></span></strong></span></span></h3>\n<p>這個行業有太多自稱第一的，還有勸他人别喊第一的。</p>\n<p>新能源汽車，得自動駕駛者得天下。</p>\n<p>華為初出茅廬，就將自動駕駛的天下三分，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>開始皺起眉頭，<a href=\"https://laohu8.com/S/BIDU\">百度</a>也打起了十二倍的精神。</p>\n<h3><span><span><strong><span><span><strong><span>01 誰最輸不起</span></strong></span></span></strong></span></span></h3>\n<p>論時間，百度是三家公司中喊人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。</p>\n<p>2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。</p>\n<p>鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。</p>\n<p>外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。</p>\n<p>去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。</p>\n<p>彼時的華為在幹嘛？默不作聲，沒人知道。</p>\n<p>特斯拉是什麽時候啓動的自動駕駛？</p>\n<p>2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。</p>\n<p>任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。</p>\n<p>誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。</p>\n<p>論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。</p>\n<p>這三家公司為啥要搞自動駕駛？</p>\n<p>時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。</p>\n<p>在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。</p>\n<p>再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。</p>\n<p>雖然百度搜索業務市場佔有率在國内依然是第一，但<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。</p>\n<p>華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。</p>\n<p>而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。</p>\n<p>簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。</p>\n<p>問題出在哪？</p>\n<p>車企們不知道如何把算法、軟件與自身硬件銜接在一起。</p>\n<p>這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。</p>\n<p>百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。</p>\n<p>特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。</p>\n<p>新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。</p>\n<p>特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。</p>\n<p>無論是算法、還是數據集，都是特斯拉的核心競爭力所在。</p>\n<p>華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。</p>\n<p>相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。</p>\n<p>百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。</p>\n<p>很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？</p>\n<p>特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。</p>\n<p>既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。</p>\n<h3><span><span><strong><span><span><strong><span>02 技術上的華山論劍</span></strong></span></span></strong></span></span></h3>\n<p>目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。</p>\n<p>純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；</p>\n<p>激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。</p>\n<p>激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。</p>\n<p>百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。</p>\n<p>其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。</p>\n<p>華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。</p>\n<p>在近期的車展會上，百度Apollo王雲鵬表示：</p>\n<p>「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」</p>\n<p>細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。</p>\n<p>百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。</p>\n<p>王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。</p>\n<p>言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。</p>\n<p>馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」</p>\n<p>果真如此嗎？</p>\n<p>真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。</p>\n<p>此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。</p>\n<p>華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。</p>\n<p>華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。</p>\n<p>值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。</p>\n<p>王雲鵬表示：</p>\n<p>「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」</p>\n<p>還沒量產呢，百度又要高呼引領行業了。</p>\n<p>百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。</p>\n<p>不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。</p>\n<p>早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。</p>\n<p>根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。</p>\n<p>到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。</p>\n<p>2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：</p>\n<p>「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」</p>\n<p>這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。</p>\n<p>近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」</p>\n<p>言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。</p>\n<p>不料，事故果真打了臉。</p>\n<p>2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。</p>\n<p>事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。</p>\n<p>從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。</p>\n<p>當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。</p>\n<p>至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。</p>\n<p>說了半天，這三家到底誰的自動駕駛技術最強呢？</p>\n<p>最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。</p>\n<p>咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？</p>\n<h3><span><span><strong><span><span><strong><span>結語</span></strong></span></span></strong></span></span></h3>\n<p>這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。</p>\n</body></html>","source":"finet_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>【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？</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【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359><strong>www.finet.hk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68a814138696b6daf296c3939a776531","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TSLA":"特斯拉","BIDU":"百度"},"source_url":"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129619809","content_text":"前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。\n鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。\n外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。\n去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。\n彼時的華為在幹嘛？默不作聲，沒人知道。\n特斯拉是什麽時候啓動的自動駕駛？\n2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。\n任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。\n誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。\n論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。\n這三家公司為啥要搞自動駕駛？\n時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。\n在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。\n再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。\n雖然百度搜索業務市場佔有率在國内依然是第一，但搜狗、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵谷歌。\n百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。\n華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。\n而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。\n簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。\n問題出在哪？\n車企們不知道如何把算法、軟件與自身硬件銜接在一起。\n這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。\n百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。\n特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。\n新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。\n特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。\n無論是算法、還是數據集，都是特斯拉的核心競爭力所在。\n華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。\n相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。\n百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。\n很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？\n特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。\n既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。\n02 技術上的華山論劍\n目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。\n純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；\n激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。\n激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。\n百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。\n其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。\n華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。\n在近期的車展會上，百度Apollo王雲鵬表示：\n「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」\n細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。\n百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。\n王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。\n言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。\n馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」\n果真如此嗎？\n真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。\n此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。\n華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。\n華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。\n值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。\n王雲鵬表示：\n「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」\n還沒量產呢，百度又要高呼引領行業了。\n百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。\n不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。\n早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。\n根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。\n到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。\n2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：\n「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」\n這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。\n近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在Twitter上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」\n言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。\n不料，事故果真打了臉。\n2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。\n事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。\n從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。\n當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。\n至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。\n說了半天，這三家到底誰的自動駕駛技術最強呢？\n最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。\n咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？\n結語\n這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380370117,"gmtCreate":1612518870339,"gmtModify":1703763000766,"author":{"id":"3563409886692243","authorId":"3563409886692243","name":"Seekme","avatar":"https://static.tigerbbs.com/5de5ed1ba9f0ad59548a8db595777c66","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563409886692243","authorIdStr":"3563409886692243"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380370117","repostId":"317956259","repostType":1,"repost":{"id":317956259,"gmtCreate":1612409819871,"gmtModify":1703761454790,"author":{"id":"3573372817382282","authorId":"3573372817382282","name":"AI科技巨头每日跟踪","avatar":"https://static.tigerbbs.com/9ff5e470fc1010de3d82d46f16f1cac0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573372817382282","authorIdStr":"3573372817382282"},"themes":[],"title":"ARK今日1.68亿美元买入Spotify；木头姐对GME事件发表最新评论 | 2月3日","htmlText":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 一、ARK今日买入金额最大的股票：","listText":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 一、ARK今日买入金额最大的股票：","text":"转自：日更ARK投资实盘（arkshipan） 2月3日，ARK旗下主动管理基金表现： ARKK涨幅-0.53%，报收146.11点； ARKW涨幅+0.9%，报收171.08点； ARKG涨幅-0.7%，报收107.22点； ARKQ涨幅+0.89%，报收93.91点； ARKF涨幅+0.45%，报收56.12点。 昨日，雅虎财经记者就现在市场上所有人都在讨论的“关于Raddit、游戏驿站（GME）、还有Robinhood”的话题采访了木头姐，她说：“我根本不知道一只股票可以被做空流通股数的140%，这是令人发指的！” 对于整个事件，她说，自己一直在关注美国“千禧一代”（1985年-1995年出生的人群）在美国劳动力当中的占比，目前正在从35%左右向75%进发，而在这个过程中，财富分配将会发生再次转移。 她指出，新生一代会对股票市场和数字货币市场更有兴趣，而这会推高美股整体的价格。 而关于GME打倒对冲基金的事件，她提供了一个独特的视角，她说，“这些年轻人协助和助涨了债务泡沫，此前GME的债券只能卖25美分，而现在是75美分，上涨了三倍。而且因为股价暴涨，GME可以在股票市场融资了，通过融资，其起死回生的概率也增加了。” “但是，我们并不会投资他们，当改变到来的时候，ARK希望站在正确的方向上。”木头姐强调说，“历史终将淘汰那些无法快速适应新时代的公司，这些公司在未来也不会是主力。” 另外，木头姐还借机谈了自己对“做空股票”的看法，她认为，自己会从做空机构或者投资者那里获取关于某只股票的不同声音，但会根据ARK自己的研究进行判断，利用市场中对股票的分歧，从中获得买入机会。“要不是2019年有人做空特斯拉，自己就没有机会以那么低的价格买入，简直就是在捡钱。” 一、ARK今日买入金额最大的股票：","images":[{"img":"https://static.tigerbbs.com/b271f2e958bef97960aa58e3c24a00ec","width":"688","height":"317"},{"img":"https://static.tigerbbs.com/9f57028c999c4f1551ede50382d95455","width":"456","height":"271"},{"img":"https://static.tigerbbs.com/5d3609fec543dfe478659542fb84fbce","width":"688","height":"301"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317956259","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}