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草民_9487
2021-06-16
$特斯拉(TSLA)$
特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 磷酸铁锂电池采购自宁德时代,不知道怎么会有那么多人人为特斯拉的电池技术独步天下;关于自动驾驶,只能说是辅助驾驶,使用时需要两手随时注备接管车辆,其专注度远高于自己驾驶,加上法律问题、事故的理赔责任,就算三五年内解决了技术问题,非技术层面的问题也不是短时间能解决的,结论是:自动驾驶在未来五年或者更长的时间内根本不可能商用,马斯克极端排斥激光雷达技术路线大概率会让特斯拉在这条赛道上掉队。再来说三电系统中的电机部分,廉价的马力成本是电机与生俱来的特性,市面上所有销售的电动车只要是双电机,其动力都能匹配燃油车的性能车水平。至于说特斯拉能把零百加速做到两秒的水平,也是因为其加装了三电机而已,特斯拉自己不产电机,且电机技术已非常成熟,热效率普遍都在90%以上,技术空间已接近天花板。电动车企业近五年的痛点还是续航,也就是电池技术,远期的竞争是自动驾驶,这个最少是五年以上了。自动驾驶与软件开发关联度更高,未来头部公司大概率是华为和苹果这样高科技的企业。现在还认为特斯拉领先其他车企四五年的基本都是买了股票的,有点自欺欺人,特斯拉的先发优势正在被传统车企逐步蚕食,随着用户的选择越来越多,特斯拉的品控短板愈发凸显。五月份的销量只是三四月份订单的积累,其车刹车维权事件的影响在六七月份一定会显现,北京的特斯拉体验店已经在推出贷款减免利息的优惠,这是特斯拉以前从未有操作。而且针对车型还是在两个月前还一车难求的Y,这还不能说明问题吗?明年BBA的纯电平台车型会集中上市,国人还会有多少人会为了面子买特斯拉呢。从财务数据来看,特斯拉扣除双积分红利的收入,其财报是亏损的,随着传统车企的电动车投入加大,碳积分价格必将下降,对特斯拉这种纯电动车企是个
草民_9487
2021-08-10
乘联会数据:特斯拉7月中国市场批发量3.3万,出口量2.4万量,零售量只有区区9千量,最近降价的原因应该与成本无关,乃友商压力所致。降价后的8月份如果零售量还上不来,其在国内市场真的要凉,电动车赛道得中国者才能得天下。欢迎讨论
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草民_9487
2021-07-02
一定是被国内的友商相比所致!
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草民_9487
2022-01-27
此AMC 非彼AMC
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草民_9487
2021-09-07
说说你对这篇新闻的看法...
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草民_9487
2021-06-09
吃瓜群众坐等6月数据😇
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非彼AMC ","listText":"此AMC 非彼AMC ","text":"此AMC 非彼AMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639699662","repostId":"2206760867","repostType":2,"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880386460,"gmtCreate":1631020449750,"gmtModify":1631020449750,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880386460","repostId":"2165353911","repostType":2,"repost":{"id":"2165353911","pubTimestamp":1631015340,"share":"https://www.laohu8.com/m/news/2165353911?lang=&edition=full","pubTime":"2021-09-07 19:49","market":"us","language":"en","title":"5 Ultra-Popular Stocks to Avoid Like the Plague in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2165353911","media":"Motley Fool","summary":"Popularity doesn't necessarily translate to profitability on Wall Street.","content":"<blockquote>\n <b>Popularity doesn't necessarily translate to profitability on Wall Street.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Though the S&P 500 is soaring, the valuations of these stocks make little sense.</li>\n</ul>\n<p>For more than 17 months, investors have enjoyed a historic bounce-back rally in the stock market. Following the quickest decline of at least 30% in the history of the broad-based <b>S&P 500</b>, the index has since rallied more than 100% off of its low.</p>\n<p>But just because the market is in rally mode, it doesn't mean every stock deserves its current valuation. The following five ultra-popular stocks are on the radar for all the wrong reasons, and they should be avoided like the plague in September.</p>\n<p><img src=\"https://static.tigerbbs.com/8b2e6f5c48ac79126a7c69a95b9659ed\" tg-width=\"700\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>AMC Entertainment</b></p>\n<p>As I stated last month, movie theater chain <b>AMC Entertainment </b>(NYSE:AMC) will be the top stock to avoid until its share price accurately reflects the ghastly performance of its underlying business and its ugly balance sheet.</p>\n<p>There pretty much isn't a fundamental factor working in AMC's favor at the moment. Box office ticket sales have consistently been 30% or more below what they were in 2019, and ticket sales had been declining at a fairly steady clip since 2002. CEO Adam Aron has touted AMC's ability to pick up market share during the pandemic, but he overlooks that the actual movie theater pie has been shrinking for two decades.</p>\n<p>More specific to the company, it burned through close to $577 million in cash in just the first six months of 2021. It's also sitting on $5.5 billion in corporate debt, along with $420 million in deferred rent, all of which will need to be repaid in cash. AMC's cash balance at the end of June was a hair over $1.8 billion, or roughly $2 billion if you include the company's untapped revolving credit line. No matter how you finagle the numbers, AMC has virtually no chance of repaying its obligations, and its bondholders know it, which is why more than $1 billion in combined 2026/2027 maturity bonds are valued at 60% to 65% of face value.</p>\n<p>The icing on the cake here is that a multitude of theses surrounding an AMC short squeeze aren't supported by fact. Put plainly, a company that was never worth more than $3.8 billion when it was profitable and could pay its debt obligations shouldn't be worth $22 billion when it's hemorrhaging cash and can't pay its obligations.</p>\n<p><img src=\"https://static.tigerbbs.com/0c88358ead583aa5db4844d5902510f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>Zomedica</b></p>\n<p>Generally speaking, penny stocks (companies with a share price below $5) are penny stocks for a reason. In other words, companies sport a low share price because they're not performing well from an operating standpoint. That's the case with veterinary medicine and diagnostics company <b>Zomedica </b>(NYSEMKT:ZOM).</p>\n<p>On the surface, there's a lot to like. Pet expenditures in the U.S. haven't declined on a year-over-year basis in more than a quarter of a century, and an estimated $32.3 billion will be spent this year in the U.S. on veterinary care and product sales, according to the American Pet Products Association. To boot, Zomedica launched its first-ever commercial product in March. Truforma, as it's known, is a point-of-care diagnostics system for cats and dogs.</p>\n<p>The problem is that Truforma just isn't selling. While the company blamed its commercial launch challenges on the sale of its distribution partner, it's still an eye-opener that the company has managed only $29,817 in total sales since its March launch. Although sales will undoubtedly grow as management works out the kinks, I have to wonder what investor wants to pay a multiple of almost 40 times estimated sales for 2022.</p>\n<p>With no clear pathway to profitability anytime soon, and management diluting the daylights out of its shareholders to raise cash (there are nearly 980 million outstanding shares), Zomedica is an easy avoid in September.</p>\n<p><img src=\"https://static.tigerbbs.com/ebe3f403b1b970d0e231952ef9c1d01c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>Robinhood Markets</b></p>\n<p>Another ultra-popular stock that should be draped in yellow caution tape for September is online investing app <b>Robinhood Markets</b> (NASDAQ:HOOD).</p>\n<p>On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Robinhood has seen its user growth blossom since the pandemic began. In the 18-month period between Dec. 31, 2019 and June 30, 2021, the company's funded accounts have grown from about 10 million to 22.5 million. It also now has more than $100 billion in assets under custody. As retail investors have flocked to Robinhood, revenue has soared.</p>\n<p>But this doesn't tell the full story. Even though its customer count has risen, Robinhood has rubbed retail investors and U.S. regulators the wrong way. The company had to pare back trading activity earlier this year on heavily shorted meme stocks (companies lauded for their social media buzz, rather than their operating performance) because it lacked the capital to support heightened trading activity. It's drawn ire from regulators over its sale of order flow to hedge funds, as well.</p>\n<p>Robinhood's operating model also looks as if it could be easily disrupted. Even though it's best known for attracting retail investors, and the company can generate revenue from certain trading activities, such as options, it generates a good chunk of its revenue from selling order to flow to a small handful of hedge funds and institutional investors. If any of these clients were to stop paying for order flow, or if new regulations altered how order flow was sold, Robinhood could be in big trouble.</p>\n<p><img src=\"https://static.tigerbbs.com/df6ef536d43baa33372dde88018439ea\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>Aurora Cannabis</b></p>\n<p>Let's face the facts: A majority of Canadian marijuana stocks have no business in investors' portfolios. But time and again <b>Aurora Cannabis</b> (NASDAQ:ACB) has demonstrated that it's one of the worst of the bunch and should be avoided at all costs.</p>\n<p>When Canada legalized recreational weed in October 2018, Aurora looked to be set for success. It eventually held 15 production facilities (many in various stages of development), and anticipated generating a lot of sales via overseas exports. But in the nearly three years since our northerly neighbor waved the green flag on adult-use cannabis, Aurora's international revenue is still minimal, and it's shuttered, sold, or halted construction on more than half of the facilities it once held.</p>\n<p>I can only imagine that one of the more consistently irritating aspects of being an Aurora Cannabis shareholder is the constant dilution. With the former and current management team using the company's shares as collateral to make acquisitions and/or keep the lights on, the company's share count has ballooned from a reverse-split-adjusted 1.3 million to around 198 million in under seven years. With the company racking up 232.3 million Canadian dollars ($185.4 million) in operating losses through the first nine months of fiscal 2021, it's unlikely this share-based dilution is anywhere near finished.</p>\n<p>Want another reason to avoid Aurora? Over the past two years, the company has written down approximately half the value of its total assets (about CA$2.8 billion). It's simply one of the worst stocks to play the cannabis boom.</p>\n<p><img src=\"https://static.tigerbbs.com/07841e6a8173146a0fbfddf95a0f1ccb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>GameStop</b></p>\n<p>Since this list of companies to avoid began with a meme stock (AMC), perhaps it's only fitting that it end with another one: <b>GameStop</b> (NYSE:GME).</p>\n<p>Whereas AMC is a fundamental nightmare in every respect, video game and accessories retailer GameStop does at least have a few things working in its favor. For instance, the company was able to raise enough cash to take care of its debt and undertake what'll likely be a multiyear turnaround focused on digital gaming. Additionally, whereas movie theater industry sales are shrinking, digital gaming is expanding, which offers growth opportunities for GameStop.</p>\n<p>The issue, though, is that GameStop is going to take years to turn things around. This is a company that's been built on a brick-and-mortar operating model for more than two decades. As gaming shifts online, GameStop will be forced to close stores at a steady pace to reduce its operating expenses and essentially backpedal its way into the profit column. Though GameStop can be profitable again on a recurring basis, its $15 billion market cap isn't accurately reflective of the challenges that lie ahead.</p>\n<p>If given the choice, I'd choose GameStop over AMC over the long run 1,000 times out of 1,000. But I believe there are much smarter places for investors to put their money right now than a gaming retailer whose sales will likely be stagnant for years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks to Avoid Like the Plague in September</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\">\n5 Ultra-Popular Stocks to Avoid Like the Plague in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 19:49 GMT+8 <a href=https://www.fool.com/investing/2021/09/07/5-ultra-popular-stocks-avoid-like-plague-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Popularity doesn't necessarily translate to profitability on Wall Street.\n\nKey Points\n\nThough the S&P 500 is soaring, the valuations of these stocks make little sense.\n\nFor more than 17 months, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/07/5-ultra-popular-stocks-avoid-like-plague-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZOM":"Zomedica Pharmaceuticals Corp.","GME":"游戏驿站","HOOD":"Robinhood","AMC":"AMC院线","ACB":"奥罗拉大麻公司"},"source_url":"https://www.fool.com/investing/2021/09/07/5-ultra-popular-stocks-avoid-like-plague-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165353911","content_text":"Popularity doesn't necessarily translate to profitability on Wall Street.\n\nKey Points\n\nThough the S&P 500 is soaring, the valuations of these stocks make little sense.\n\nFor more than 17 months, investors have enjoyed a historic bounce-back rally in the stock market. Following the quickest decline of at least 30% in the history of the broad-based S&P 500, the index has since rallied more than 100% off of its low.\nBut just because the market is in rally mode, it doesn't mean every stock deserves its current valuation. The following five ultra-popular stocks are on the radar for all the wrong reasons, and they should be avoided like the plague in September.\n\nImage source: Getty Images.\nAMC Entertainment\nAs I stated last month, movie theater chain AMC Entertainment (NYSE:AMC) will be the top stock to avoid until its share price accurately reflects the ghastly performance of its underlying business and its ugly balance sheet.\nThere pretty much isn't a fundamental factor working in AMC's favor at the moment. Box office ticket sales have consistently been 30% or more below what they were in 2019, and ticket sales had been declining at a fairly steady clip since 2002. CEO Adam Aron has touted AMC's ability to pick up market share during the pandemic, but he overlooks that the actual movie theater pie has been shrinking for two decades.\nMore specific to the company, it burned through close to $577 million in cash in just the first six months of 2021. It's also sitting on $5.5 billion in corporate debt, along with $420 million in deferred rent, all of which will need to be repaid in cash. AMC's cash balance at the end of June was a hair over $1.8 billion, or roughly $2 billion if you include the company's untapped revolving credit line. No matter how you finagle the numbers, AMC has virtually no chance of repaying its obligations, and its bondholders know it, which is why more than $1 billion in combined 2026/2027 maturity bonds are valued at 60% to 65% of face value.\nThe icing on the cake here is that a multitude of theses surrounding an AMC short squeeze aren't supported by fact. Put plainly, a company that was never worth more than $3.8 billion when it was profitable and could pay its debt obligations shouldn't be worth $22 billion when it's hemorrhaging cash and can't pay its obligations.\n\nImage source: Getty Images.\nZomedica\nGenerally speaking, penny stocks (companies with a share price below $5) are penny stocks for a reason. In other words, companies sport a low share price because they're not performing well from an operating standpoint. That's the case with veterinary medicine and diagnostics company Zomedica (NYSEMKT:ZOM).\nOn the surface, there's a lot to like. Pet expenditures in the U.S. haven't declined on a year-over-year basis in more than a quarter of a century, and an estimated $32.3 billion will be spent this year in the U.S. on veterinary care and product sales, according to the American Pet Products Association. To boot, Zomedica launched its first-ever commercial product in March. Truforma, as it's known, is a point-of-care diagnostics system for cats and dogs.\nThe problem is that Truforma just isn't selling. While the company blamed its commercial launch challenges on the sale of its distribution partner, it's still an eye-opener that the company has managed only $29,817 in total sales since its March launch. Although sales will undoubtedly grow as management works out the kinks, I have to wonder what investor wants to pay a multiple of almost 40 times estimated sales for 2022.\nWith no clear pathway to profitability anytime soon, and management diluting the daylights out of its shareholders to raise cash (there are nearly 980 million outstanding shares), Zomedica is an easy avoid in September.\n\nImage source: Getty Images.\nRobinhood Markets\nAnother ultra-popular stock that should be draped in yellow caution tape for September is online investing app Robinhood Markets (NASDAQ:HOOD).\nOn one hand, Robinhood has seen its user growth blossom since the pandemic began. In the 18-month period between Dec. 31, 2019 and June 30, 2021, the company's funded accounts have grown from about 10 million to 22.5 million. It also now has more than $100 billion in assets under custody. As retail investors have flocked to Robinhood, revenue has soared.\nBut this doesn't tell the full story. Even though its customer count has risen, Robinhood has rubbed retail investors and U.S. regulators the wrong way. The company had to pare back trading activity earlier this year on heavily shorted meme stocks (companies lauded for their social media buzz, rather than their operating performance) because it lacked the capital to support heightened trading activity. It's drawn ire from regulators over its sale of order flow to hedge funds, as well.\nRobinhood's operating model also looks as if it could be easily disrupted. Even though it's best known for attracting retail investors, and the company can generate revenue from certain trading activities, such as options, it generates a good chunk of its revenue from selling order to flow to a small handful of hedge funds and institutional investors. If any of these clients were to stop paying for order flow, or if new regulations altered how order flow was sold, Robinhood could be in big trouble.\n\nImage source: Getty Images.\nAurora Cannabis\nLet's face the facts: A majority of Canadian marijuana stocks have no business in investors' portfolios. But time and again Aurora Cannabis (NASDAQ:ACB) has demonstrated that it's one of the worst of the bunch and should be avoided at all costs.\nWhen Canada legalized recreational weed in October 2018, Aurora looked to be set for success. It eventually held 15 production facilities (many in various stages of development), and anticipated generating a lot of sales via overseas exports. But in the nearly three years since our northerly neighbor waved the green flag on adult-use cannabis, Aurora's international revenue is still minimal, and it's shuttered, sold, or halted construction on more than half of the facilities it once held.\nI can only imagine that one of the more consistently irritating aspects of being an Aurora Cannabis shareholder is the constant dilution. With the former and current management team using the company's shares as collateral to make acquisitions and/or keep the lights on, the company's share count has ballooned from a reverse-split-adjusted 1.3 million to around 198 million in under seven years. With the company racking up 232.3 million Canadian dollars ($185.4 million) in operating losses through the first nine months of fiscal 2021, it's unlikely this share-based dilution is anywhere near finished.\nWant another reason to avoid Aurora? Over the past two years, the company has written down approximately half the value of its total assets (about CA$2.8 billion). It's simply one of the worst stocks to play the cannabis boom.\n\nImage source: Getty Images.\nGameStop\nSince this list of companies to avoid began with a meme stock (AMC), perhaps it's only fitting that it end with another one: GameStop (NYSE:GME).\nWhereas AMC is a fundamental nightmare in every respect, video game and accessories retailer GameStop does at least have a few things working in its favor. For instance, the company was able to raise enough cash to take care of its debt and undertake what'll likely be a multiyear turnaround focused on digital gaming. Additionally, whereas movie theater industry sales are shrinking, digital gaming is expanding, which offers growth opportunities for GameStop.\nThe issue, though, is that GameStop is going to take years to turn things around. This is a company that's been built on a brick-and-mortar operating model for more than two decades. As gaming shifts online, GameStop will be forced to close stores at a steady pace to reduce its operating expenses and essentially backpedal its way into the profit column. Though GameStop can be profitable again on a recurring basis, its $15 billion market cap isn't accurately reflective of the challenges that lie ahead.\nIf given the choice, I'd choose GameStop over AMC over the long run 1,000 times out of 1,000. But I believe there are much smarter places for investors to put their money right now than a gaming retailer whose sales will likely be stagnant for years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896225550,"gmtCreate":1628586650270,"gmtModify":1628586650270,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"乘联会数据:特斯拉7月中国市场批发量3.3万,出口量2.4万量,零售量只有区区9千量,最近降价的原因应该与成本无关,乃友商压力所致。降价后的8月份如果零售量还上不来,其在国内市场真的要凉,电动车赛道得中国者才能得天下。欢迎讨论","listText":"乘联会数据:特斯拉7月中国市场批发量3.3万,出口量2.4万量,零售量只有区区9千量,最近降价的原因应该与成本无关,乃友商压力所致。降价后的8月份如果零售量还上不来,其在国内市场真的要凉,电动车赛道得中国者才能得天下。欢迎讨论","text":"乘联会数据:特斯拉7月中国市场批发量3.3万,出口量2.4万量,零售量只有区区9千量,最近降价的原因应该与成本无关,乃友商压力所致。降价后的8月份如果零售量还上不来,其在国内市场真的要凉,电动车赛道得中国者才能得天下。欢迎讨论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/896225550","repostId":"1181635670","repostType":4,"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","authorIdStr":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0},"content":"我特么订单排到十月中旬提车,你跟我说国内市场要凉,真的是金钱让真理沉默","text":"我特么订单排到十月中旬提车,你跟我说国内市场要凉,真的是金钱让真理沉默","html":"我特么订单排到十月中旬提车,你跟我说国内市场要凉,真的是金钱让真理沉默"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156207633,"gmtCreate":1625222872122,"gmtModify":1625222872122,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一定是被国内的友商相比所致!","listText":"一定是被国内的友商相比所致!","text":"一定是被国内的友商相比所致!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156207633","repostId":"2148874683","repostType":2,"repost":{"id":"2148874683","pubTimestamp":1625217650,"share":"https://www.laohu8.com/m/news/2148874683?lang=&edition=full","pubTime":"2021-07-02 17:20","market":"us","language":"zh","title":"交付仅一周,售价超百万的特斯拉新车当街起火,马斯克曾狂夸其安全性","url":"https://stock-news.laohu8.com/highlight/detail?id=2148874683","media":"36氪","summary":"据当地消防官员称,周二晚上,一辆 2021 款特斯拉Model S Plaid 轿车在宾夕法尼亚州哈弗福德起火,幸运的是车主并无生命危险。当地消防部门报告称,当消防队员赶到时,这台特斯拉已被完全烧毁。Charles McGarvey 称,未来,车主将委托独立机构对车辆进行调查,确定起火原因。此前,一辆特斯拉汽车在得克萨斯州发生车祸,导致车内人员死亡。在此事故发生之后,特斯拉面临着更加严格的审查。","content":"<html><body><article><p>本文来自微信公众号“AI前线”(ID:ai-front),整理 | 凌敏,<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210702172100172d235svn4i3n6kcg\"/><p>据当地消防官员称,周二晚上,一辆 2021 款<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model S Plaid 轿车在宾夕法尼亚州哈弗福德起火,幸运的是车主并无生命危险。</p><p><strong>特斯拉百万新车当街起火</strong></p><p>据 CNBC 报道,美国宾夕法尼亚州当地消防官员 Charles McGarvey 表示,周二晚上,一辆 2021 年特斯拉生产的新款 Model S Plaid 在宾夕法尼亚州哈弗福德起火,而当时车主正坐在驾驶座上。</p><p>据车主的律师透露,车主在驾驶过程中注意到车辆后部冒出浓烟,并试图解锁打开车门,但由于车门似乎出现故障,他不得不从车里挤了出来,强行下车。在他离开汽车后,车辆开始自己移动,并被火焰吞没。</p><p>当地消防部门报告称,当消防队员赶到时,这台特斯拉已被完全烧毁。Charles McGarvey 表示,2 名消防队员在现场花了 3 个多小时完成灭火和后续的处理工作。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210702172104879d235qsbuiwrqkoz\"/><p>从网上流传的现场图片来看,这辆 Model S Plaid 已被烧得面目全非,虽然车头和车尾部分相对完好,但车顶已经不见踪影,异常惨烈。幸运的是,这起起火事故并未造成人员伤亡。</p><img src=\"https://img.36krcdn.com/20210702/v2_18c6aad2bb7043b3b7625ff4654a3a3b_img_000\"/><p>完成事故现场处理后,消防员将该车移动到一个综合设施中,以便安全存放过夜。目前,车主已将该车从存放设施中领走。Charles McGarvey 称,未来,车主将委托独立机构对车辆进行调查,确定起火原因。消防部门已经联系了特斯拉,后续将通过公开渠道披露更多这次火情的信息。</p><p>虽然目前关于起火的具体原因不得而知,但有一名 Reddit 用户声称自己是 Narberth Ambulance(负责帮助消防员处理事故)中的急救医疗技术员,他表示有附近的居民看到,这辆车在路上着火翻滚,然后在他们的房子前面发生爆炸。</p><p>目前,美国国家公路交通安全管理局(NHTSA)的一位发言人表示,他已经得知宾夕法尼亚州的特斯拉汽车起火事件,并正在与相关机构和制造商联系以收集有关该事件的更多信息。该发言人称:“如果数据或调查显示存在缺陷、固有安全风险,NHTSA 将酌情采取行动保护公众。”</p><p>据了解,这辆 Model S Plaid 是特斯拉在今年推出的新款车型,在美交付时间仅为一周左右。在上个月的发布会上,特斯拉 CEO 马斯克曾说,Plaid 是一款“疯狂的”汽车,一款比任何保时捷都快、比任何沃尔沃都安全的电动汽车。目前在国内市场,特斯拉 Model S Plaid 售价高达 105.999 万元。</p><p><strong>特斯拉自动驾驶技术遭内部员工质疑</strong></p><p>最近一段时间,特斯拉可谓是麻烦不断,安全事故频发。</p><p>5 月 13 日,杭州一司机驾驶特斯拉在车库行驶时,车辆突然自主加速,无法刹车而撞墙;5 月 17 日,一司机驾驶特斯拉途径台州某高架桥时,碰撞正在现场处置交通事故的交警,造成其中一名交警殉职;5 月 18 日,重庆一司机驾驶特斯拉在行至车库负二到负三层时,车辆突然自主加速,最终因踩刹车不起作用而撞墙;5 月 19 日,广州一司机驾驶特斯拉经过某路段时,因为车速过快失控,径直撞到了路边的大树上,并在 15 分钟左右后起火自燃,事故车辆已完全烧毁,所幸车内人员提前脱困,并无危险。</p><p>事故频发下,特斯拉的自动驾驶技术也遭到内部员工的质疑。</p><p>今年 5 月初,特斯拉 Autopilot 软件负责人对加州机动车管理局(DMV)表示,该公司 CEO 埃隆·马斯克一直以来都夸大了其高级驾驶辅助系统的能力。此消息来自法律透明组织 PlainSite 发布的一份备忘录,该组织从公共记录请求中获得了这些文件。</p><p>此前,一辆特斯拉汽车在得克萨斯州发生车祸,导致车内人员死亡。在此事故发生之后,特斯拉面临着更加严格的审查。3 月 9 日,加州 DMV 与特斯拉代表举行了电话会议,会议的备忘录显示:“马斯克所发布的推文,与工程现实不符。特斯拉目前处于 L2 级自动驾驶阶段。”所谓 L2 级,是指需要人工监测和干预的半自动驾驶系统。</p><p>在今年 1 月举行的财报电话会议上,马斯克对投资者表示,他“非常有信心可以在今年完成全自动驾驶,并且可靠性将超越人类司机”。特斯拉代表对 DMV 表示,该公司很可能无法在 2021 年内实现 L5 级自动驾驶,也就是车辆在所有条件下都无需人类驾驶员参与。该公司表示,他们无法明确说明,是否能在今年年底之前达到 L5 级水平。</p><p>事实上,这并不是特斯拉与 DMV 的私下沟通首次与马斯克的说法出现矛盾了。今年 3 月,PlainSite 公布了去年 12 月特斯拉副总法律顾问 Eric Williams 与加州车管所自动驾驶车辆分部主任 Miguel Acosta 之间的沟通。Williams 指出:“Autopilot 和 FSD 都不是自动驾驶系统,目前没有任何一个系统可以让我们的车辆实现自动驾驶。”换句话说,特斯拉的测试版 FSD 只是名字让人联想到了自动驾驶而已。</p><p>参考链接:</p><p>https://www.cnbc.com/2021/07/01/tesla-model-s-plaid-caught-fire-while-being-driven-fire-chief.html</p><p>https://finance.sina.com.cn/tech/2021-05-08/doc-ikmxzfmm1156830.shtml</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>交付仅一周,售价超百万的特斯拉新车当街起火,马斯克曾狂夸其安全性</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交付仅一周,售价超百万的特斯拉新车当街起火,马斯克曾狂夸其安全性\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 17:20 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070217212077eae26e&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号“AI前线”(ID:ai-front),整理 | 凌敏,36氪经授权发布。据当地消防官员称,周二晚上,一辆 2021 款特斯拉Model S Plaid 轿车在宾夕法尼亚州哈弗福德起火,幸运的是车主并无生命危险。特斯拉百万新车当街起火据 CNBC 报道,美国宾夕法尼亚州当地消防官员 Charles McGarvey 表示,周二晚上,一辆 2021 年特斯拉生产的新款 Model ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070217212077eae26e&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/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070217212077eae26e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148874683","content_text":"本文来自微信公众号“AI前线”(ID:ai-front),整理 | 凌敏,36氪经授权发布。据当地消防官员称,周二晚上,一辆 2021 款特斯拉Model S Plaid 轿车在宾夕法尼亚州哈弗福德起火,幸运的是车主并无生命危险。特斯拉百万新车当街起火据 CNBC 报道,美国宾夕法尼亚州当地消防官员 Charles McGarvey 表示,周二晚上,一辆 2021 年特斯拉生产的新款 Model S Plaid 在宾夕法尼亚州哈弗福德起火,而当时车主正坐在驾驶座上。据车主的律师透露,车主在驾驶过程中注意到车辆后部冒出浓烟,并试图解锁打开车门,但由于车门似乎出现故障,他不得不从车里挤了出来,强行下车。在他离开汽车后,车辆开始自己移动,并被火焰吞没。当地消防部门报告称,当消防队员赶到时,这台特斯拉已被完全烧毁。Charles McGarvey 表示,2 名消防队员在现场花了 3 个多小时完成灭火和后续的处理工作。从网上流传的现场图片来看,这辆 Model S Plaid 已被烧得面目全非,虽然车头和车尾部分相对完好,但车顶已经不见踪影,异常惨烈。幸运的是,这起起火事故并未造成人员伤亡。完成事故现场处理后,消防员将该车移动到一个综合设施中,以便安全存放过夜。目前,车主已将该车从存放设施中领走。Charles McGarvey 称,未来,车主将委托独立机构对车辆进行调查,确定起火原因。消防部门已经联系了特斯拉,后续将通过公开渠道披露更多这次火情的信息。虽然目前关于起火的具体原因不得而知,但有一名 Reddit 用户声称自己是 Narberth Ambulance(负责帮助消防员处理事故)中的急救医疗技术员,他表示有附近的居民看到,这辆车在路上着火翻滚,然后在他们的房子前面发生爆炸。目前,美国国家公路交通安全管理局(NHTSA)的一位发言人表示,他已经得知宾夕法尼亚州的特斯拉汽车起火事件,并正在与相关机构和制造商联系以收集有关该事件的更多信息。该发言人称:“如果数据或调查显示存在缺陷、固有安全风险,NHTSA 将酌情采取行动保护公众。”据了解,这辆 Model S Plaid 是特斯拉在今年推出的新款车型,在美交付时间仅为一周左右。在上个月的发布会上,特斯拉 CEO 马斯克曾说,Plaid 是一款“疯狂的”汽车,一款比任何保时捷都快、比任何沃尔沃都安全的电动汽车。目前在国内市场,特斯拉 Model S Plaid 售价高达 105.999 万元。特斯拉自动驾驶技术遭内部员工质疑最近一段时间,特斯拉可谓是麻烦不断,安全事故频发。5 月 13 日,杭州一司机驾驶特斯拉在车库行驶时,车辆突然自主加速,无法刹车而撞墙;5 月 17 日,一司机驾驶特斯拉途径台州某高架桥时,碰撞正在现场处置交通事故的交警,造成其中一名交警殉职;5 月 18 日,重庆一司机驾驶特斯拉在行至车库负二到负三层时,车辆突然自主加速,最终因踩刹车不起作用而撞墙;5 月 19 日,广州一司机驾驶特斯拉经过某路段时,因为车速过快失控,径直撞到了路边的大树上,并在 15 分钟左右后起火自燃,事故车辆已完全烧毁,所幸车内人员提前脱困,并无危险。事故频发下,特斯拉的自动驾驶技术也遭到内部员工的质疑。今年 5 月初,特斯拉 Autopilot 软件负责人对加州机动车管理局(DMV)表示,该公司 CEO 埃隆·马斯克一直以来都夸大了其高级驾驶辅助系统的能力。此消息来自法律透明组织 PlainSite 发布的一份备忘录,该组织从公共记录请求中获得了这些文件。此前,一辆特斯拉汽车在得克萨斯州发生车祸,导致车内人员死亡。在此事故发生之后,特斯拉面临着更加严格的审查。3 月 9 日,加州 DMV 与特斯拉代表举行了电话会议,会议的备忘录显示:“马斯克所发布的推文,与工程现实不符。特斯拉目前处于 L2 级自动驾驶阶段。”所谓 L2 级,是指需要人工监测和干预的半自动驾驶系统。在今年 1 月举行的财报电话会议上,马斯克对投资者表示,他“非常有信心可以在今年完成全自动驾驶,并且可靠性将超越人类司机”。特斯拉代表对 DMV 表示,该公司很可能无法在 2021 年内实现 L5 级自动驾驶,也就是车辆在所有条件下都无需人类驾驶员参与。该公司表示,他们无法明确说明,是否能在今年年底之前达到 L5 级水平。事实上,这并不是特斯拉与 DMV 的私下沟通首次与马斯克的说法出现矛盾了。今年 3 月,PlainSite 公布了去年 12 月特斯拉副总法律顾问 Eric Williams 与加州车管所自动驾驶车辆分部主任 Miguel Acosta 之间的沟通。Williams 指出:“Autopilot 和 FSD 都不是自动驾驶系统,目前没有任何一个系统可以让我们的车辆实现自动驾驶。”换句话说,特斯拉的测试版 FSD 只是名字让人联想到了自动驾驶而已。参考链接:https://www.cnbc.com/2021/07/01/tesla-model-s-plaid-caught-fire-while-being-driven-fire-chief.htmlhttps://finance.sina.com.cn/tech/2021-05-08/doc-ikmxzfmm1156830.shtml","news_type":1},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160359705,"gmtCreate":1623773250107,"gmtModify":1623855448553,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 磷酸铁锂电池采购自宁德时代,不知道怎么会有那么多人人为特斯拉的电池技术独步天下;关于自动驾驶,只能说是辅助驾驶,使用时需要两手随时注备接管车辆,其专注度远高于自己驾驶,加上法律问题、事故的理赔责任,就算三五年内解决了技术问题,非技术层面的问题也不是短时间能解决的,结论是:自动驾驶在未来五年或者更长的时间内根本不可能商用,马斯克极端排斥激光雷达技术路线大概率会让特斯拉在这条赛道上掉队。再来说三电系统中的电机部分,廉价的马力成本是电机与生俱来的特性,市面上所有销售的电动车只要是双电机,其动力都能匹配燃油车的性能车水平。至于说特斯拉能把零百加速做到两秒的水平,也是因为其加装了三电机而已,特斯拉自己不产电机,且电机技术已非常成熟,热效率普遍都在90%以上,技术空间已接近天花板。电动车企业近五年的痛点还是续航,也就是电池技术,远期的竞争是自动驾驶,这个最少是五年以上了。自动驾驶与软件开发关联度更高,未来头部公司大概率是华为和苹果这样高科技的企业。现在还认为特斯拉领先其他车企四五年的基本都是买了股票的,有点自欺欺人,特斯拉的先发优势正在被传统车企逐步蚕食,随着用户的选择越来越多,特斯拉的品控短板愈发凸显。五月份的销量只是三四月份订单的积累,其车刹车维权事件的影响在六七月份一定会显现,北京的特斯拉体验店已经在推出贷款减免利息的优惠,这是特斯拉以前从未有操作。而且针对车型还是在两个月前还一车难求的Y,这还不能说明问题吗?明年BBA的纯电平台车型会集中上市,国人还会有多少人会为了面子买特斯拉呢。从财务数据来看,特斯拉扣除双积分红利的收入,其财报是亏损的,随着传统车企的电动车投入加大,碳积分价格必将下降,对特斯拉这种纯电动车企是个","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 磷酸铁锂电池采购自宁德时代,不知道怎么会有那么多人人为特斯拉的电池技术独步天下;关于自动驾驶,只能说是辅助驾驶,使用时需要两手随时注备接管车辆,其专注度远高于自己驾驶,加上法律问题、事故的理赔责任,就算三五年内解决了技术问题,非技术层面的问题也不是短时间能解决的,结论是:自动驾驶在未来五年或者更长的时间内根本不可能商用,马斯克极端排斥激光雷达技术路线大概率会让特斯拉在这条赛道上掉队。再来说三电系统中的电机部分,廉价的马力成本是电机与生俱来的特性,市面上所有销售的电动车只要是双电机,其动力都能匹配燃油车的性能车水平。至于说特斯拉能把零百加速做到两秒的水平,也是因为其加装了三电机而已,特斯拉自己不产电机,且电机技术已非常成熟,热效率普遍都在90%以上,技术空间已接近天花板。电动车企业近五年的痛点还是续航,也就是电池技术,远期的竞争是自动驾驶,这个最少是五年以上了。自动驾驶与软件开发关联度更高,未来头部公司大概率是华为和苹果这样高科技的企业。现在还认为特斯拉领先其他车企四五年的基本都是买了股票的,有点自欺欺人,特斯拉的先发优势正在被传统车企逐步蚕食,随着用户的选择越来越多,特斯拉的品控短板愈发凸显。五月份的销量只是三四月份订单的积累,其车刹车维权事件的影响在六七月份一定会显现,北京的特斯拉体验店已经在推出贷款减免利息的优惠,这是特斯拉以前从未有操作。而且针对车型还是在两个月前还一车难求的Y,这还不能说明问题吗?明年BBA的纯电平台车型会集中上市,国人还会有多少人会为了面子买特斯拉呢。从财务数据来看,特斯拉扣除双积分红利的收入,其财报是亏损的,随着传统车企的电动车投入加大,碳积分价格必将下降,对特斯拉这种纯电动车企是个","text":"$特斯拉(TSLA)$特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 磷酸铁锂电池采购自宁德时代,不知道怎么会有那么多人人为特斯拉的电池技术独步天下;关于自动驾驶,只能说是辅助驾驶,使用时需要两手随时注备接管车辆,其专注度远高于自己驾驶,加上法律问题、事故的理赔责任,就算三五年内解决了技术问题,非技术层面的问题也不是短时间能解决的,结论是:自动驾驶在未来五年或者更长的时间内根本不可能商用,马斯克极端排斥激光雷达技术路线大概率会让特斯拉在这条赛道上掉队。再来说三电系统中的电机部分,廉价的马力成本是电机与生俱来的特性,市面上所有销售的电动车只要是双电机,其动力都能匹配燃油车的性能车水平。至于说特斯拉能把零百加速做到两秒的水平,也是因为其加装了三电机而已,特斯拉自己不产电机,且电机技术已非常成熟,热效率普遍都在90%以上,技术空间已接近天花板。电动车企业近五年的痛点还是续航,也就是电池技术,远期的竞争是自动驾驶,这个最少是五年以上了。自动驾驶与软件开发关联度更高,未来头部公司大概率是华为和苹果这样高科技的企业。现在还认为特斯拉领先其他车企四五年的基本都是买了股票的,有点自欺欺人,特斯拉的先发优势正在被传统车企逐步蚕食,随着用户的选择越来越多,特斯拉的品控短板愈发凸显。五月份的销量只是三四月份订单的积累,其车刹车维权事件的影响在六七月份一定会显现,北京的特斯拉体验店已经在推出贷款减免利息的优惠,这是特斯拉以前从未有操作。而且针对车型还是在两个月前还一车难求的Y,这还不能说明问题吗?明年BBA的纯电平台车型会集中上市,国人还会有多少人会为了面子买特斯拉呢。从财务数据来看,特斯拉扣除双积分红利的收入,其财报是亏损的,随着传统车企的电动车投入加大,碳积分价格必将下降,对特斯拉这种纯电动车企是个","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":12,"commentSize":23,"repostSize":2,"link":"https://laohu8.com/post/160359705","isVote":1,"tweetType":1,"viewCount":20974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536804673881285","authorId":"3536804673881285","authorIdStr":"3536804673881285","name":"冬冬_2021","avatar":"https://static.tigerbbs.com/0b4accd8c47073ebd491ff40f0e85541","crmLevel":3,"crmLevelSwitch":0},"content":"特斯拉不产电机?你这一点儿也不了解就开喷啊","text":"特斯拉不产电机?你这一点儿也不了解就开喷啊","html":"特斯拉不产电机?你这一点儿也不了解就开喷啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189908148,"gmtCreate":1623237206384,"gmtModify":1623237206384,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"吃瓜群众坐等6月数据😇","listText":"吃瓜群众坐等6月数据😇","text":"吃瓜群众坐等6月数据😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189908148","repostId":"1188868984","repostType":2,"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":160359705,"gmtCreate":1623773250107,"gmtModify":1623855448553,"author":{"id":"3571629012670215","authorId":"3571629012670215","authorIdStr":"3571629012670215","name":"草民_9487","avatar":"https://static.tigerbbs.com/7bcf3aaa66fcae4ce3fbfa602d3ebdcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 磷酸铁锂电池采购自宁德时代,不知道怎么会有那么多人人为特斯拉的电池技术独步天下;关于自动驾驶,只能说是辅助驾驶,使用时需要两手随时注备接管车辆,其专注度远高于自己驾驶,加上法律问题、事故的理赔责任,就算三五年内解决了技术问题,非技术层面的问题也不是短时间能解决的,结论是:自动驾驶在未来五年或者更长的时间内根本不可能商用,马斯克极端排斥激光雷达技术路线大概率会让特斯拉在这条赛道上掉队。再来说三电系统中的电机部分,廉价的马力成本是电机与生俱来的特性,市面上所有销售的电动车只要是双电机,其动力都能匹配燃油车的性能车水平。至于说特斯拉能把零百加速做到两秒的水平,也是因为其加装了三电机而已,特斯拉自己不产电机,且电机技术已非常成熟,热效率普遍都在90%以上,技术空间已接近天花板。电动车企业近五年的痛点还是续航,也就是电池技术,远期的竞争是自动驾驶,这个最少是五年以上了。自动驾驶与软件开发关联度更高,未来头部公司大概率是华为和苹果这样高科技的企业。现在还认为特斯拉领先其他车企四五年的基本都是买了股票的,有点自欺欺人,特斯拉的先发优势正在被传统车企逐步蚕食,随着用户的选择越来越多,特斯拉的品控短板愈发凸显。五月份的销量只是三四月份订单的积累,其车刹车维权事件的影响在六七月份一定会显现,北京的特斯拉体验店已经在推出贷款减免利息的优惠,这是特斯拉以前从未有操作。而且针对车型还是在两个月前还一车难求的Y,这还不能说明问题吗?明年BBA的纯电平台车型会集中上市,国人还会有多少人会为了面子买特斯拉呢。从财务数据来看,特斯拉扣除双积分红利的收入,其财报是亏损的,随着传统车企的电动车投入加大,碳积分价格必将下降,对特斯拉这种纯电动车企是个","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉早期用的是松下电池,现在的三元铁锂电池基本都是采购LG, 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