Frog1012的个人主页 - 老虎社区

Frog1012

Frog1012

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IP属地：北京

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3主题

0勋章

2023-01-20

$苹果(AAPL)$ 绝对有很大的力量在做空苹果，巴不得苹果降到100以下

2022-12-27

吹牛逼谁不会

Redmi K60 Pro性能超越苹果A16：135万分全面赶超

2022-11-03

$苹果(AAPL)$现在感觉都在做空苹果

2022-10-31

哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro

iPhone在华周销量暴跌27% 手机滞销救救库克

2022-10-21

说的相当中肯

苹果的核心竞争力，是便宜？

2022-10-18

大家就看，看他如何给自己挖坑

李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰

2022-01-17

人家压根也没明确说今年推出啊！都是猜测，都是意淫

Apple's new VR/AR headset risks being delayed until 2023

2022-01-07

$苹果(AAPL)$看来苹果得跌一段时间了

2021-11-24

$Desktop Metal Inc.(DM)$是要倒闭了吗？

2021-11-18

$柯达(KODK)$估计贷款是彻底凉凉了！

2021-11-16

$Desktop Metal Inc.(DM)$牛掰，不服不行，直接回到解放前，果然是要拿三年的票啊

2021-11-16

$Desktop Metal Inc.(DM)$看来做空的相当多啊

2021-10-27

$Desktop Metal Inc.(DM)$这财报看来又是一团糟啊

2021-10-25

$柯达(KODK)$真是废股一只

2021-10-15

$Desktop Metal Inc.(DM)$这哥们不知道招惹谁了！做空势力这么强吗？[流泪] [流泪] [流泪]

2021-09-21

$Desktop Metal Inc.(DM)$跌吧！反正基本不会再动了，关键是无法动了[开心]

2021-09-16

$Desktop Metal Inc.(DM)$3D打印中最熊的

2021-09-01

$Desktop Metal Inc.(DM)$又走出了自己的鬼节奏，完全不跟3D打印的步伐，就是跌

2021-08-19

$柯达(KODK)$深不见底，完全没有停止的意思，最近的大势也是叠加因素，喋喋不休啊

2021-08-19

$Desktop Metal Inc.(DM)$肯定又是酸爽的一天！最近形式糟透了，拜登这个傻老头，撤个军能把阿富汗国家撤没了，真是青史留名啊！

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19:40","market":"hk","language":"zh","title":"Redmi K60 Pro性能超越苹果A16：135万分全面赶超","url":"https://stock-news.laohu8.com/highlight/detail?id=2294208644","media":"视频","summary":"Redmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越苹果A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。12月27日19点发布[经销商]&...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/129190/40/29368/46975/63a994f3F8d6fa1d9/b340a50145aac6a5.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>Redmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。</p><div><div><p><span></span><img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/129190/40/29368/46975/63a994f3F8d6fa1d9/b340a50145aac6a5.jpg\"/></p><p><strong>Redmi K60系列 预约开启！12月27日19点发布</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 预约</p><p>进入购买</p></div></div><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x800/g7/M00/01/0E/ChMkLGOq2USIc2vKAAFkon4gheYAALGvQPimzIAAWS6357.jpg\"/></p><p>此外，K60 Pro还配备了最高16GB LPDDR5X-8533内存及UFS 4.0 512GB闪存，组成了性能铁三角，散热也是Redmi史上最大VC，散热面积超过5000mm2。</p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x800/g7/M00/01/0E/ChMkLGOq2USICkgJAAE5-_7ADu8AALGvQPj_-wAAToT166.jpg\"/></p><p>本文属于原创文章，如若转载，请注明来源：Redmi K60 Pro性能超越苹果A16：135万分全面赶超https://mobile.zol.com.cn/809/8097122.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/809/8097122.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/809/8097122.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">422</span>\n<span itemprop=\"description\">Redmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越苹果A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。Redmi K60系列 预约开启！12月27日19点发布[经销商]&amp;...</span>\n</div></div>\n</div></body></html>","source":"zol_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>Redmi K60 Pro性能超越苹果A16：135万分全面赶超</title>\n<style 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href=\"http://mobile.zol.com.cn/809/8097122.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc 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GPU性能提升25%，能效提升45%。Redmi K60系列 预约开启！12月27日19点发布[经销商] 京东商城[产品售价] 预约进入购买此外，K60 Pro还配备了最高16GB LPDDR5X-8533内存及UFS 4.0 512GB闪存，组成了性能铁三角，散热也是Redmi史上最大VC，散热面积超过5000mm2。本文属于原创文章，如若转载，请注明来源：Redmi K60 Pro性能超越苹果A16：135万分全面赶超https://mobile.zol.com.cn/809/8097122.html\n\nhttps://mobile.zol.com.cn/809/8097122.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/809/8097122.html\nreport\n422\nRedmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越苹果A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。Redmi K60系列 预约开启！12月27日19点发布[经销商]&...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665710959,"gmtCreate":1667483409472,"gmtModify":1667483413897,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>现在感觉都在做空苹果","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>现在感觉都在做空苹果","text":"$苹果(AAPL)$现在感觉都在做空苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665710959","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665853241,"gmtCreate":1667207896483,"gmtModify":1667208401825,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","listText":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","text":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665853241","repostId":"2279805122","repostType":2,"repost":{"id":"2279805122","pubTimestamp":1667204004,"share":"https://www.laohu8.com/m/news/2279805122?lang=&edition=full","pubTime":"2022-10-31 16:13","market":"hk","language":"zh","title":"iPhone在华周销量暴跌27% 手机滞销救救库克","url":"https://stock-news.laohu8.com/highlight/detail?id=2279805122","media":"视频","summary":"中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/06/06/ChMkLGNEx-OIDt2mAAOqvUgPhigAAIY-gPrh3sAA6rV313.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p><strong><a href=\"https://laohu8.com/S/000931\">中关村</a>在线消息：</strong>10月31日，美国投行<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍无法忽视，而且比其他安卓厂商机型销量下跌得更为糟糕。</p><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/06/06/ChMkLGNEx-OIDt2mAAOqvUgPhigAAIY-gPrh3sAA6rV313.jpg\"/></p><p>李裕生提到，截止至9月份的3个月内，iPhone在国内销量增长了5.7%，而安卓竞品的销量下降了15.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>展现出了强劲的市场号召力。但在iPhone 14系列发售一个月后，苹果在中国的市场份额甚至下降了4%-5%，这也侧面表现出了iPhone 14系列并不尽如人意。</p><p>根据市场研究公司Canalys的数据，今年全球智能手机市场的出货量连续三个季度下降。随着利率上升和能源价格上涨，消费者对电子产品的需求逐渐放缓。因为供应链紧缺等问题，苹果目前已经放弃了增加iPhone 14产品系列产量的计划。</p><div><div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s200x200/g7/M00/0F/0B/ChMkK2NaWJGIem9XAACQ90m43fgAAI-QgNssn8AAJEP742.jpg\"/></p><p><strong>Apple（苹果） iPhone 14 Pro 256GB 暗紫色</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥8899元</p><p>进入购买</p></div></div><p>本文属于原创文章，如若转载，请注明来源：iPhone在华周销量暴跌27% 手机滞销救救库克https://mobile.zol.com.cn/805/8056816.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/805/8056816.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\">中关村在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/805/8056816.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">838</span>\n<span itemprop=\"description\">中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...</span>\n</div></div>\n</div></body></html>","source":"zol_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>iPhone在华周销量暴跌27% 手机滞销救救库克</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\">\niPhone在华周销量暴跌27% 手机滞销救救库克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 16:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mobile.zol.com.cn/805/8056816.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍无法忽视，而且比其他安卓厂商机型销量下跌得更为糟糕。李裕生提到，截止至9月份的3个月内，iPhone在国内...</p>\n\n<a href=\"http://mobile.zol.com.cn/805/8056816.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H 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14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍无法忽视，而且比其他安卓厂商机型销量下跌得更为糟糕。李裕生提到，截止至9月份的3个月内，iPhone在国内销量增长了5.7%，而安卓竞品的销量下降了15.2%，苹果展现出了强劲的市场号召力。但在iPhone 14系列发售一个月后，苹果在中国的市场份额甚至下降了4%-5%，这也侧面表现出了iPhone 14系列并不尽如人意。根据市场研究公司Canalys的数据，今年全球智能手机市场的出货量连续三个季度下降。随着利率上升和能源价格上涨，消费者对电子产品的需求逐渐放缓。因为供应链紧缺等问题，苹果目前已经放弃了增加iPhone 14产品系列产量的计划。Apple（苹果） iPhone 14 Pro 256GB 暗紫色[经销商] 京东商城[产品售价] ￥8899元进入购买本文属于原创文章，如若转载，请注明来源：iPhone在华周销量暴跌27% 手机滞销救救库克https://mobile.zol.com.cn/805/8056816.html\n纠错与问题建议标签：手机\nhttps://mobile.zol.com.cn/805/8056816.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/805/8056816.html\nreport\n838\n中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662894935,"gmtCreate":1666320364227,"gmtModify":1666320370000,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说的相当中肯","listText":"说的相当中肯","text":"说的相当中肯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662894935","repostId":"1155464851","repostType":2,"repost":{"id":"1155464851","pubTimestamp":1666319751,"share":"https://www.laohu8.com/m/news/1155464851?lang=&edition=full","pubTime":"2022-10-21 10:35","market":"us","language":"zh","title":"苹果的核心竞争力，是便宜？","url":"https://stock-news.laohu8.com/highlight/detail?id=1155464851","media":"半佛仙人","summary":"你装满了X，但只花了很少的钱。","content":"<html><head></head><body><p><b>1</b></p><p>看到这个标题，你一定会很疑惑。</p><p>苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。</p><p>你没看错，苹果的东西，核心竞争力是便宜。</p><p>看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。</p><p>今天主要讲【比较优势】和【价格锚定】。</p><p>先给你看一张图，简单理解下上面那俩词。</p><p><img src=\"https://static.tigerbbs.com/48ab5abfd539f335d8759f1f40cfacc3\" tg-width=\"550\" tg-height=\"237\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？</p><p>答案就是，衬托的隔壁几十块的咖啡，不贵。</p><p>几十块的咖啡，贵吗？</p><p>要看，跟谁比。</p><p>跟瑞幸比，跟全家罗森711肯德基麦当劳比，跟蜜雪冰城比，贵，贵，贵。</p><p>但如果旁边的是几十块的矿泉水呢？</p><p>这时候反而，你会觉得咖啡便宜了，或者说，价格是可以接受的了。</p><p>这就是为什么，我说苹果的核心竞争力是便宜。</p><p>你觉得苹果贵的时候，说明你的【锚定物】，选错了。</p><p>在真正的对标中，苹果永远是便宜的那一方。</p><p>苹果最大的优点，就是便宜。</p><p>便宜，便宜，还是便宜。</p><p><b>2</b></p><p>苹果为什么可以成为全球市值第一的公司，一方面是硬件牛X，更重要的是因为它的软件以及生态收租生意。</p><p>苹果如果不“便宜”，就直接把大量用户给挡在外面了，那整个生意链路都串不起来。</p><p>苹果真正牛X的地方在于，虽然看【价格】很贵，但当你认真对比的时候，你会发现苹果全身上都是性价比。</p><p>当我们说一个物件“便宜”，不完全是说绝对价格，而是指性价比高。</p><p>想一下朋友，</p><p>要是一架大飞机卖你几千万，你即使买不起，也不会觉得贵，只会觉得便宜。</p><p>但要是一把小葱卖18块钱，你即使买得起，你都会觉得贵。</p><p>为什么会有这个现象？</p><p>因为【便宜】是指同一品类里同样性能同样品牌档次的东西里，它价格更低。</p><p>要看性能，要看配置，要看堆料，要看性价比。</p><p>论证便宜不便宜，一定要找好锚定物。</p><p>比如你要买一台配备M1 max芯片的MacBook pro 16，顶配（64G内存+8T固态）下来，4W上下，贵不贵？</p><p>相信大多数人，都觉得贵，一台普通笔记本才几个钱，你果子能贵好几倍，这还贵？</p><p>但这时候，你比错了东西，因为你根本就不该跟普通笔记本比，因为这个4W多的本子，用途和普通笔记本就不一样。</p><p>你应该比的是，和傻大黑粗没法移动的剪辑工作站外加一块高亮度广色域高分辨率高刷的专业显示器来比价格。</p><p>而上面那一套下来，达成和MacBook pro顶配一样的效率，要花几倍的钱。</p><p>并且，还不能移动。</p><p>这时候，你是一个从业者，你觉得，哪个有性价比？</p><p>果子的性价比，简直爆棚，并且还能移动，方便自己24小时被甲方抓着打工。</p><p>哎，键盘上怎么有泪？</p><p><b>3</b></p><p>为什么你觉得4W的电脑贵？</p><p>是因为你压根儿就用不着配置那么高的东西。</p><p>大部分人每天就只用到office三件套，打开浏览器上个网，自然会觉得花2W3W买个MacBook pro（非顶配）是个大冤种。</p><p>但这是苹果的问题嘛？</p><p>这是你花钱买了你根本不需要的东西的问题， 你觉得贵，是你买了你根本不需要的东西， 这东西并不能给你创造价值，你就不该买。</p><p>不是贵还是便宜，而是你就不该买。</p><p>当然这里也要强调一下，逼格价值，也是价值。</p><p>很多白领其实对笔记本的配置要求不高，苹果或者win的本子都能满足需求，但对电脑的核心需求是颜值，续航，轻便，那其实苹果完美满足了他们的诉求。</p><p>并且当你的核心诉求不是性能和系统，而是续航，颜值，轻便的时候，你横向比较，你同样会发现，苹果并不是最贵的。</p><p>以上需求，对标的是M1 or M2芯片的MacBook air 。</p><p>跟他对标的win电脑产品是什么？</p><p>Lg gram，Thinkpad X1 carbon，Dell xps，华为 MateBook X Pro。</p><p>这四个本子大家可以去搜搜价格，都不比苹果的MacBook air便宜，而且除了Lg gram，续航没有一个能和苹果打的。</p><p>这时候，苹果反而是有性价比的选择。</p><p>同样的逻辑，再看平板电脑。</p><p>Ipad 以及 ipad pro，贵不贵？</p><p>贵。</p><p>但能跟他对标的平板，是什么？</p><p>严格来说，没有一个能和他们比。</p><p>勉强从设计上能比的，是三星。</p><p>价格在同一个区间，并且生态远远不如果子能打。</p><p>至于一众国产平板还有那种专门坑学生的几千块的学习平板，说出来都丢人，而且卖的价格并不比ipad便宜。</p><p>Ipad pro 就更不用说，里面装的是真正的笔记本级的CPU，真的可以做生产力，再配上120hz的高刷屏，平板里一个能打的都没有。</p><p>配上妙控键盘，如果需求只是简单的打字和文档，连笔记本都可以替代，而那个感应装置，在国外已经用在专业医疗领域了。</p><p>Ipad mini6甚至爆杀了所有游戏手机，成了最强的手游神器，但他的价格比一系列专门玩游戏的手机便宜很多。</p><p>这时候，你再看，苹果贵吗？</p><p>是不是又便宜了？</p><p>再说一遍，贵不贵，要看【跟谁比】，要看【锚定物】。</p><p><b>4</b></p><p>我们再继续比下去。</p><p>苹果还有一个极为牛X的优势，那就是他们是所有装逼品类里门槛最低的。</p><p>这同样是极致的性价比。</p><p>什么叫装逼品类呢？</p><p>就是你拿出来，别人都认识，辨识度高，都会夸你人傻钱多。</p><p>皮具里的爱马仕，手表里的百达翡丽，跑车里的宾利。</p><p>额，稍微贵了点，讲便宜点的。</p><p>LV古驰劳力士保时捷吧。</p><p>这些东西的特点是什么？</p><p>它们不一定是最贵的，但却是最有知名度的，同时价格不菲。</p><p>但这时候，苹果牛X的地方来了，苹果又便宜，又是科技品牌中最能装的。</p><p>你思考一下哈。</p><p>戴个表。</p><p>你买个劳力士欧米茄之类的入门款，多少要花个几万块，还要被人嘲讽不够逼格。</p><p>但你戴个Apple Watch 顶配，谁都觉得是科技极客的感觉。</p><p>一款最新的Watch ultra 万把块不到，就连浪琴稍微高一点的型号都比它贵。</p><p>这么点钱，装一个科技X，跟一堆百达翡丽面前放一起都不掉价，因为二者虽然都是手表，但其实是两个赛道，代表的是前卫先锋科技的感觉。</p><p>但价格天差地别。</p><p>跟机械表比，果子的表才几个钱？</p><p>而且，你戴各种表，会有人暗自打量你，会按照表的价格型号给你排位置。</p><p>但你带果子的，谁也摸不准你的身价。</p><p>因为它就是这个品类里最拿得出手的东西。</p><p>千亿富豪你选科技范儿你也得戴这个。</p><p>科技手表装X的天顶星，就是这不到一万块。</p><p>现在我问你，便宜不便宜？</p><p>再说耳机。</p><p>当你戴个AirPods Max耳机，谁不夸你一句前卫科技，又或者人傻钱多？</p><p>但它不到4000块啊。</p><p>你换上真正专业的耳机，不用特别烧的，就森海塞尔HD820+HDV820，加起来2W多3W，不懂的以为你傻大黑粗。</p><p>懂一点的还要过来给阴阳怪气一下，你用的呼伦贝尔的风电还是山西大同的火电啊？</p><p>更贵的耳机就不说了，但果子和他们放一起，虽然便宜，但根本不掉价。</p><p>因为就是代表了，科技先锋的感觉，谁来了也是戴这个。</p><p>再说小型蓝牙耳机（TWS），你带个AirPods Pro，跟多少钱的设备比，也都不掉价。</p><p>至于果子的蓝牙音箱跟专业设备更不能比了，价格一个地板一个天，但你家里放一堆果子音箱，谁来了也不能说掉价。</p><p>现在问你，便宜不便宜？</p><p>现在，苹果，便宜不便宜？</p><p>还是句话，你要看怎么锚定。</p><p><b>5</b></p><p>基于前面的比对，还可以究极延伸。</p><p>送礼场景，苹果是最能拿得出手的礼品之一。</p><p>想要被拿得出手，就需要品牌要花大量的精力和金钱制造一种【不廉价感】。</p><p>请问，谁敢说苹果有廉价感？谁？谁？谁？</p><p>很多人最新款的果子手机，果子耳机，果子平板，都不是自己买，而是别人送的。</p><p>苹果，不仅仅是一个装逼品类，也是一个送礼品类。</p><p>如果你给客户送礼，你给追求的异性送礼，你会送啥？</p><p>让对方觉得你有诚意的东西。</p><p>有心了。</p><p>怎么证明你有心？</p><p>我认得这东西，而且这东西价格还不菲，拿出去还有面子。</p><p>收礼的人也想再往出送啊。</p><p>不光得是收礼人认可的东西，还得是大部分人都认可的东西。</p><p>那么一定是在你的预算范围内，最有面儿的东西。</p><p>比如你有1000多块钱的预算，你送800块的萝卜丁口红，对方很开心。</p><p>但你试试送一台红米手机，你看看会不会开心。</p><p>没诚意啊，哥哥。</p><p>虽然手机确实比那个口红贵，但那个口红是这个品类的top，那个手机是这个品类的性价比，确实感觉是不一样的。</p><p>送礼的原则是，要送就送这个品类最好或者最不廉价的，如果预算不够，就换便宜一点的品类。</p><p>但一定要送这个品类的TOP。</p><p>在中国，最适合的送礼产品，刨除投其所好的场景（这个因人而异），通用产品，我能想到的就两个。</p><p>带电的就是苹果（有些人是华为），不带电的就是飞天茅台。</p><p>因为大家都认识，而且不但认识，还立马就可以换算成等价货币。</p><p>因为流通性好，属于硬通货。</p><p>而且，关键是，不廉价，不廉价，不廉价。</p><p><b>6</b></p><p>好了，总结一下。</p><p>比苹果性能更好的产品，比它贵的多。</p><p>性能和它差不多的产品，价格同样，但品牌可能有廉价感。</p><p>性能和它差不多的产品，价格同样，品牌也没有廉价感，但别人不认识。</p><p>当你选择苹果的时候，就代表，你能以极小的代价，拉满【科技】这个概念。</p><p>千亿人家的人，要玩儿这个概念，也是这一套。</p><p>你装满了X，但只花了很少的钱。</p><p>这时候，你再看。</p><p>苹果，是不是太便宜了？</p></body></html>","source":"bfxr","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果的核心竞争力，是便宜？</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{ 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}\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苹果的核心竞争力，是便宜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml><strong>半佛仙人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1看到这个标题，你一定会很疑惑。苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。你没看错，苹果的东西，核心竞争力是便宜。看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。今天主要讲【比较优势】和【价格锚定】。先给你看一张图，简单理解下上面那俩词。一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？答案就是，衬托的隔壁几十块的咖啡，不贵。几十块的咖啡...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155464851","content_text":"1看到这个标题，你一定会很疑惑。苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。你没看错，苹果的东西，核心竞争力是便宜。看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。今天主要讲【比较优势】和【价格锚定】。先给你看一张图，简单理解下上面那俩词。一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？答案就是，衬托的隔壁几十块的咖啡，不贵。几十块的咖啡，贵吗？要看，跟谁比。跟瑞幸比，跟全家罗森711肯德基麦当劳比，跟蜜雪冰城比，贵，贵，贵。但如果旁边的是几十块的矿泉水呢？这时候反而，你会觉得咖啡便宜了，或者说，价格是可以接受的了。这就是为什么，我说苹果的核心竞争力是便宜。你觉得苹果贵的时候，说明你的【锚定物】，选错了。在真正的对标中，苹果永远是便宜的那一方。苹果最大的优点，就是便宜。便宜，便宜，还是便宜。2苹果为什么可以成为全球市值第一的公司，一方面是硬件牛X，更重要的是因为它的软件以及生态收租生意。苹果如果不“便宜”，就直接把大量用户给挡在外面了，那整个生意链路都串不起来。苹果真正牛X的地方在于，虽然看【价格】很贵，但当你认真对比的时候，你会发现苹果全身上都是性价比。当我们说一个物件“便宜”，不完全是说绝对价格，而是指性价比高。想一下朋友，要是一架大飞机卖你几千万，你即使买不起，也不会觉得贵，只会觉得便宜。但要是一把小葱卖18块钱，你即使买得起，你都会觉得贵。为什么会有这个现象？因为【便宜】是指同一品类里同样性能同样品牌档次的东西里，它价格更低。要看性能，要看配置，要看堆料，要看性价比。论证便宜不便宜，一定要找好锚定物。比如你要买一台配备M1 max芯片的MacBook pro 16，顶配（64G内存+8T固态）下来，4W上下，贵不贵？相信大多数人，都觉得贵，一台普通笔记本才几个钱，你果子能贵好几倍，这还贵？但这时候，你比错了东西，因为你根本就不该跟普通笔记本比，因为这个4W多的本子，用途和普通笔记本就不一样。你应该比的是，和傻大黑粗没法移动的剪辑工作站外加一块高亮度广色域高分辨率高刷的专业显示器来比价格。而上面那一套下来，达成和MacBook pro顶配一样的效率，要花几倍的钱。并且，还不能移动。这时候，你是一个从业者，你觉得，哪个有性价比？果子的性价比，简直爆棚，并且还能移动，方便自己24小时被甲方抓着打工。哎，键盘上怎么有泪？3为什么你觉得4W的电脑贵？是因为你压根儿就用不着配置那么高的东西。大部分人每天就只用到office三件套，打开浏览器上个网，自然会觉得花2W3W买个MacBook pro（非顶配）是个大冤种。但这是苹果的问题嘛？这是你花钱买了你根本不需要的东西的问题， 你觉得贵，是你买了你根本不需要的东西， 这东西并不能给你创造价值，你就不该买。不是贵还是便宜，而是你就不该买。当然这里也要强调一下，逼格价值，也是价值。很多白领其实对笔记本的配置要求不高，苹果或者win的本子都能满足需求，但对电脑的核心需求是颜值，续航，轻便，那其实苹果完美满足了他们的诉求。并且当你的核心诉求不是性能和系统，而是续航，颜值，轻便的时候，你横向比较，你同样会发现，苹果并不是最贵的。以上需求，对标的是M1 or M2芯片的MacBook air 。跟他对标的win电脑产品是什么？Lg gram，Thinkpad X1 carbon，Dell xps，华为 MateBook X Pro。这四个本子大家可以去搜搜价格，都不比苹果的MacBook air便宜，而且除了Lg gram，续航没有一个能和苹果打的。这时候，苹果反而是有性价比的选择。同样的逻辑，再看平板电脑。Ipad 以及 ipad pro，贵不贵？贵。但能跟他对标的平板，是什么？严格来说，没有一个能和他们比。勉强从设计上能比的，是三星。价格在同一个区间，并且生态远远不如果子能打。至于一众国产平板还有那种专门坑学生的几千块的学习平板，说出来都丢人，而且卖的价格并不比ipad便宜。Ipad pro 就更不用说，里面装的是真正的笔记本级的CPU，真的可以做生产力，再配上120hz的高刷屏，平板里一个能打的都没有。配上妙控键盘，如果需求只是简单的打字和文档，连笔记本都可以替代，而那个感应装置，在国外已经用在专业医疗领域了。Ipad mini6甚至爆杀了所有游戏手机，成了最强的手游神器，但他的价格比一系列专门玩游戏的手机便宜很多。这时候，你再看，苹果贵吗？是不是又便宜了？再说一遍，贵不贵，要看【跟谁比】，要看【锚定物】。4我们再继续比下去。苹果还有一个极为牛X的优势，那就是他们是所有装逼品类里门槛最低的。这同样是极致的性价比。什么叫装逼品类呢？就是你拿出来，别人都认识，辨识度高，都会夸你人傻钱多。皮具里的爱马仕，手表里的百达翡丽，跑车里的宾利。额，稍微贵了点，讲便宜点的。LV古驰劳力士保时捷吧。这些东西的特点是什么？它们不一定是最贵的，但却是最有知名度的，同时价格不菲。但这时候，苹果牛X的地方来了，苹果又便宜，又是科技品牌中最能装的。你思考一下哈。戴个表。你买个劳力士欧米茄之类的入门款，多少要花个几万块，还要被人嘲讽不够逼格。但你戴个Apple Watch 顶配，谁都觉得是科技极客的感觉。一款最新的Watch ultra 万把块不到，就连浪琴稍微高一点的型号都比它贵。这么点钱，装一个科技X，跟一堆百达翡丽面前放一起都不掉价，因为二者虽然都是手表，但其实是两个赛道，代表的是前卫先锋科技的感觉。但价格天差地别。跟机械表比，果子的表才几个钱？而且，你戴各种表，会有人暗自打量你，会按照表的价格型号给你排位置。但你带果子的，谁也摸不准你的身价。因为它就是这个品类里最拿得出手的东西。千亿富豪你选科技范儿你也得戴这个。科技手表装X的天顶星，就是这不到一万块。现在我问你，便宜不便宜？再说耳机。当你戴个AirPods Max耳机，谁不夸你一句前卫科技，又或者人傻钱多？但它不到4000块啊。你换上真正专业的耳机，不用特别烧的，就森海塞尔HD820+HDV820，加起来2W多3W，不懂的以为你傻大黑粗。懂一点的还要过来给阴阳怪气一下，你用的呼伦贝尔的风电还是山西大同的火电啊？更贵的耳机就不说了，但果子和他们放一起，虽然便宜，但根本不掉价。因为就是代表了，科技先锋的感觉，谁来了也是戴这个。再说小型蓝牙耳机（TWS），你带个AirPods Pro，跟多少钱的设备比，也都不掉价。至于果子的蓝牙音箱跟专业设备更不能比了，价格一个地板一个天，但你家里放一堆果子音箱，谁来了也不能说掉价。现在问你，便宜不便宜？现在，苹果，便宜不便宜？还是句话，你要看怎么锚定。5基于前面的比对，还可以究极延伸。送礼场景，苹果是最能拿得出手的礼品之一。想要被拿得出手，就需要品牌要花大量的精力和金钱制造一种【不廉价感】。请问，谁敢说苹果有廉价感？谁？谁？谁？很多人最新款的果子手机，果子耳机，果子平板，都不是自己买，而是别人送的。苹果，不仅仅是一个装逼品类，也是一个送礼品类。如果你给客户送礼，你给追求的异性送礼，你会送啥？让对方觉得你有诚意的东西。有心了。怎么证明你有心？我认得这东西，而且这东西价格还不菲，拿出去还有面子。收礼的人也想再往出送啊。不光得是收礼人认可的东西，还得是大部分人都认可的东西。那么一定是在你的预算范围内，最有面儿的东西。比如你有1000多块钱的预算，你送800块的萝卜丁口红，对方很开心。但你试试送一台红米手机，你看看会不会开心。没诚意啊，哥哥。虽然手机确实比那个口红贵，但那个口红是这个品类的top，那个手机是这个品类的性价比，确实感觉是不一样的。送礼的原则是，要送就送这个品类最好或者最不廉价的，如果预算不够，就换便宜一点的品类。但一定要送这个品类的TOP。在中国，最适合的送礼产品，刨除投其所好的场景（这个因人而异），通用产品，我能想到的就两个。带电的就是苹果（有些人是华为），不带电的就是飞天茅台。因为大家都认识，而且不但认识，还立马就可以换算成等价货币。因为流通性好，属于硬通货。而且，关键是，不廉价，不廉价，不廉价。6好了，总结一下。比苹果性能更好的产品，比它贵的多。性能和它差不多的产品，价格同样，但品牌可能有廉价感。性能和它差不多的产品，价格同样，品牌也没有廉价感，但别人不认识。当你选择苹果的时候，就代表，你能以极小的代价，拉满【科技】这个概念。千亿人家的人，要玩儿这个概念，也是这一套。你装满了X，但只花了很少的钱。这时候，你再看。苹果，是不是太便宜了？","news_type":1},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662069369,"gmtCreate":1666073568151,"gmtModify":1666073571055,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大家就看，看他如何给自己挖坑","listText":"大家就看，看他如何给自己挖坑","text":"大家就看，看他如何给自己挖坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662069369","repostId":"1173533160","repostType":4,"repost":{"id":"1173533160","pubTimestamp":1666070803,"share":"https://www.laohu8.com/m/news/1173533160?lang=&edition=full","pubTime":"2022-10-18 13:26","market":"us","language":"zh","title":"李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰","url":"https://stock-news.laohu8.com/highlight/detail?id=1173533160","media":"智能车参考","summary":"斌哥又high了。","content":"<html><head></head><body><p>文/曹原</p><p>好嘛，斌哥又high了。</p><p>这不<a href=\"https://laohu8.com/S/NIO\">蔚来</a>刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。</p><p>斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。</p><p><img src=\"https://static.tigerbbs.com/0a293e85617ab7285eebfb21440538b7\" tg-width=\"550\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。</p><p>但对电动车友商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——</p><p><b>如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。</b></p><blockquote><b>Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173533160","content_text":"文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697884921,"gmtCreate":1642403616490,"gmtModify":1642403842121,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","listText":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","text":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697884921","repostId":"2204218377","repostType":2,"repost":{"id":"2204218377","pubTimestamp":1642389600,"share":"https://www.laohu8.com/m/news/2204218377?lang=&edition=full","pubTime":"2022-01-17 11:20","market":"us","language":"en","title":"Apple's new VR/AR headset risks being delayed until 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2204218377","media":"The Straits Times","summary":"NEW YORK (BLOOMBERG) - Apple is considering pushing back the debut of its mixed-reality headset by a","content":"<div>\n<p>NEW YORK (BLOOMBERG) - Apple is considering pushing back the debut of its mixed-reality headset by at least a few months, potentially delaying its first major new product since the Apple Watch in 2015...</p>\n\n<a href=\"https://www.straitstimes.com/tech/tech-news/apples-new-vrar-headset-risks-being-delayed-until-2023\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Apple's new VR/AR headset risks being delayed until 2023</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\">\nApple's new VR/AR headset risks being delayed until 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/tech/tech-news/apples-new-vrar-headset-risks-being-delayed-until-2023><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (BLOOMBERG) - Apple is considering pushing back the debut of its mixed-reality headset by at least a few months, potentially delaying its first major new product since the Apple Watch in 2015...</p>\n\n<a href=\"https://www.straitstimes.com/tech/tech-news/apples-new-vrar-headset-risks-being-delayed-until-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AR":"Antero Resources Corp","BK4553":"喜马拉雅资本持仓","VR":"GLOBAL X METAVERSE ETF","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4566":"资本集团","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4213":"石油与天然气的勘探与生产","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://www.straitstimes.com/tech/tech-news/apples-new-vrar-headset-risks-being-delayed-until-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204218377","content_text":"NEW YORK (BLOOMBERG) - Apple is considering pushing back the debut of its mixed-reality headset by at least a few months, potentially delaying its first major new product since the Apple Watch in 2015, according to people familiar with the situation.The headset - a high-end device that blends virtual and augmented reality - was targeted for an unveiling at Apple's annual Worldwide Developers Conference in June, followed by a release later in the year. But development challenges related to overheating, cameras and software have made it harder to stay on track, said the people, who asked not to be identified because the matter is private.That could push the announcement until the end of 2022 or later, with the product hitting shelves by 2023, the people said. A spokesman for Cupertino, California-based Apple declined to comment.Apple shares, which had been up about 1 per cent Friday (Jan 14), retreated on the news, dipping as low as US$171.68 (S$231.49). The stock gained 34 per cent in 2021, outpacing the S&P 500 Index.The delay would mark a setback for a product seen as one of Apple's famous \"next big things\" - a new category that can keep sales growing and help justify the tech giant's nearly US$3 trillion market valuation. The company has not discussed the headset publicly, but the product has been years in the making and already delayed before.Apple had previously planned to introduce the headset in 2021 and ship it this year, according to other people with knowledge of the matter. The company has been developing the device since around 2015 and is counting on it to be the first of many headsets that could eventually replace the iPhone a decade from now. The hope is to create products with more appeal than current augmented reality goggles, which let users superimpose data and imagery on top of real-world views.Past AR headsets, such as Google Glass or Magic Leap, have either been fringe products or flops - and have drawn ridicule for making users look creepy. VR headsets, meanwhile, have been more successful. Devices from companies like Meta Platforms shut out the real world and immerse users in a digital reality - setting the stage for the so-called metaverse. But even VR has not caught on much beyond a core group of gamers.Apple's product would combine both technologies in one device, letting the company plant a flag in the still-nascent industry. The headset is not expected to be an iPhone-like hit from the start - it will be an expensive niche item - but the device may set the stage for bigger moneymakers in the years ahead.The challenge is getting such a product to customers. Apple recently informed supply-chain partners that the device probably will not be released until 2023, according to the people familiar with the discussions. However, it is still pushing vendors to have units available at the end of this year so that they are ready for the roll out.Apple is planning to focus its 2023 developers conference on building virtual and augmented reality apps for the device, which will have an App Store, according to the people.It is also laying other groundwork for the headset. That includes building in support for the device in iOS 16, codenamed Sydney, a new version of the iPhone's operating system that is set to be unveiled in June.That means Apple could still theoretically preview technical aspects of the headset or its software, without showcasing the full device, as early as this year's developer conference. When it ships the product, Apple will face immediate competition. Meta, formerly Facebook, is working on its own mixed-reality headset, known as Project Cambria, that is likely to be cheaper than Apple's. Apple has weighed price points north of US$2,000 for its headset because of the inclusion of powerful chips, high-resolution screens and new audio technology.Today's consumer VR market is led by Meta's Quest 2 headset and products from HTC, with both companies developing ecosystems of content and developer support around their hardware.More On This TopicFacebook’s Oculus gets swift pushback against VR advertisingBridging online and offline worlds with VRThe first Apple headset will be a precursor to a more ambitious set of AR-only glasses, codenamed N421, that the company hopes to debut later this decade. By rolling out the more niche device first, it can educate consumers on the technologies, build an app ecosystem and prepare suppliers for future products. Given the functionality and expected price of the device, Apple had estimated it would sell one unit per day per Apple retail store. Based on the company's current forecast provided to supply-chain partners, it believes the product could sell 7 million to 10 million units during its first year.The thermal challenges with the headset stem from its use of high-end chips normally placed inside professional laptops. The company is planning to include two processors in its first device, which is codenamed N301, with at least one of them being on par with the M1 Pro chip inside the latest MacBook Pro.In earlier designs of the headset, Apple had looked to mitigate heat problems by placing the high-powered processors in an external device that would wirelessly transmit data. That plan was scrapped after Mr Jony Ive, Apple's former design chief, baulked at the clunkiness of requiring a separate device, Bloomberg reported at the time.Apple has also faced development challenges with on-board cameras, which will be used to enable augmented reality. Apple is looking to source its camera modules from LG Innotek, which plans to begin production of the parts as early as the second quarter of this year.More than 2,000 Apple employees are now working on its VR and AR hardware as part of a unit called the Technology Development Group, or TDG. The group is run by Mr Mike Rockwell, an ex-Dolby Laboratories executive, and Mr Dan Riccio, Apple's former head of hardware engineering who stepped down from that larger role in early 2021. In recent months, Apple has seen a number of engineers from the unit leave for jobs at Meta. The company responded to the departures by offering key engineers one-time restricted stock unit bonuses worth as much as US$180,000, Bloomberg reported in December.Apple plans for its mixed-reality device to run its own operating system - dubbed rOS, with the \"r\" likely standing for \"reality.\" The software, codenamed Oak, is designed to focus on communication tools and media consumption.VR/AR technology is not Apple's only big bet right now, but it may be the closest to market. Other initiatives, such as a self-driving car, are expected to take longer.Since chief executive officer Tim Cook took the reins from Mr Steve Jobs more than a decade ago, the company has only pushed into one major new hardware category: the Apple Watch. But Apple has broadened its lineup with more Macs, iPhones, iPads and accessories like AirPods.When the company first rolled out the Apple Watch, it previewed the device in September 2014, held a follow-up launch to showcase additional features in March 2015 and then ultimately released it in late April that year. 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