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小可爱虎宝贝

2021-04-27

$嘉楠科技(CAN)$ 今晚加油💪

小可爱虎宝贝

2021-04-23

$物农网(WNW)$希望快点好起来跌的也是醉了[捂脸]

小可爱虎宝贝

2021-04-16

$物农网(WNW)$越来越低等你等到花都谢了[捂脸]

小可爱虎宝贝

2021-03-01

$物农网(WNW)$27.4买的现在已经亏了58%了😥期待大涨加油

小可爱虎宝贝

2021-03-28

$嘉楠科技(CAN)$期盼明天会有惊喜加油💪

小可爱虎宝贝

2021-04-28

$物农网(WNW)$啥时候能起来加油💪

小可爱虎宝贝

2021-03-05

$物农网(WNW)$我能怎么办绝望啊😥😥

小可爱虎宝贝

2021-03-19

$Timber Pharmaceuticals(TMBR)$今晚会有奇迹吗[难过]

小可爱虎宝贝

2021-03-15

$物农网(WNW)$ 今晚看有没有奇迹发生加油💪

小可爱虎宝贝

2021-03-09

$物农网(WNW)$今晚加油💪

小可爱虎宝贝

2021-04-02

$Chromadex Corporation(CDXC)$这支股什么时候能站起来[财迷]

小可爱虎宝贝

2021-03-03

$通信系统(JCS)$ 我是一觉醒来跌了28% 😢昨天追高了期待今晚大涨

小可爱虎宝贝

2021-03-18

$嘉楠科技(CAN)$就看今晚了加油💪

小可爱虎宝贝

2021-05-17

什么时候才能复活呢[捂脸]

小可爱虎宝贝

2021-05-04

$通信系统(JCS)$ 加油哦

小可爱虎宝贝

2021-05-03

$通信系统(JCS)$加油💪

小可爱虎宝贝

2021-05-01

$通信系统(JCS)$下个礼拜加油💪

小可爱虎宝贝

2021-04-28

格力牛👍

抱歉，原内容已删除

小可爱虎宝贝

2021-03-10

$嘉楠科技(CAN)$今天继续加油💪

小可爱虎宝贝

2021-03-06

希望好起来加油

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/JCS\">$通信系统(JCS)$</a>下个礼拜加油💪","text":"$通信系统(JCS)$下个礼拜加油💪","images":[{"img":"https://static.tigerbbs.com/8f13a8571b26953fd38a687a3994fe9a","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101363233","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":100571233,"gmtCreate":1619624724422,"gmtModify":1634211223070,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"格力牛👍","listText":"格力牛👍","text":"格力牛👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100571233","repostId":"1122044814","repostType":4,"repost":{"id":"1122044814","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":1619621230,"share":"https://www.laohu8.com/m/news/1122044814?lang=&edition=full","pubTime":"2021-04-28 22:47","market":"sh","language":"zh","title":"格力电器：一季度净利润34.43亿元，同比增120.98%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122044814","media":"老虎资讯综合","summary":"4月28日晚间消息，格力电器发布2021年一季报，一季度营收331.89亿元人民币，同比增长62.73%。归属于上市公司股东的净利润34.429亿元，同比增长120.98%。格力中央空调以13.9%的","content":"<p>4月28日晚间消息，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布2021年一季报，一季度营收331.89亿元人民币，同比增长62.73%。归属于上市公司股东的净利润34.429亿元，同比增长120.98%。</p><p>格力中央空调以13.9%的市场占有率稳居行业第一，实现中央空调市场“九连冠”。</p><p>2020年，线上零售占整体家电市场零售额的比重由2019年的41.17%提升至50.4%，电商渠道对家电零售的贡献率首次超过50%，线上零售的重要性进一步凸显。</p><p>格力电器预测年初至下一报告期期末的累计净利润可能为亏损或者与上年同期相比发生大幅度变动。</p><p><img src=\"https://static.tigerbbs.com/bdcd90acaf645462553907d4f251095a\" tg-width=\"840\" tg-height=\"470\" 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>格力电器：一季度净利润34.43亿元，同比增120.98%</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 { 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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\">2021-04-28 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月28日晚间消息，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布2021年一季报，一季度营收331.89亿元人民币，同比增长62.73%。归属于上市公司股东的净利润34.429亿元，同比增长120.98%。</p><p>格力中央空调以13.9%的市场占有率稳居行业第一，实现中央空调市场“九连冠”。</p><p>2020年，线上零售占整体家电市场零售额的比重由2019年的41.17%提升至50.4%，电商渠道对家电零售的贡献率首次超过50%，线上零售的重要性进一步凸显。</p><p>格力电器预测年初至下一报告期期末的累计净利润可能为亏损或者与上年同期相比发生大幅度变动。</p><p><img src=\"https://static.tigerbbs.com/bdcd90acaf645462553907d4f251095a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c48e1e74a8cb41b658246d60d4e1225","relate_stocks":{"000651":"格力电器"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122044814","content_text":"4月28日晚间消息，格力电器发布2021年一季报，一季度营收331.89亿元人民币，同比增长62.73%。归属于上市公司股东的净利润34.429亿元，同比增长120.98%。格力中央空调以13.9%的市场占有率稳居行业第一，实现中央空调市场“九连冠”。2020年，线上零售占整体家电市场零售额的比重由2019年的41.17%提升至50.4%，电商渠道对家电零售的贡献率首次超过50%，线上零售的重要性进一步凸显。格力电器预测年初至下一报告期期末的累计净利润可能为亏损或者与上年同期相比发生大幅度变动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100579820,"gmtCreate":1619624588360,"gmtModify":1631889078339,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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12:00","market":"hk","language":"zh","title":"揭秘恒大造车：“智慧大脑”已激活，静待量产","url":"https://stock-news.laohu8.com/highlight/detail?id=1112414074","media":"资本侦探","summary":"在汽车百年发展史上,有过三次大变革：第一次是福特发明T型车和流水线生产方式，第二次是奔驰、宝马、大众等欧洲厂商开发了多姿多彩的新车，第三次丰田等日本公司发明精益生产方式。\n如今，汽车正在经历第四次变革","content":"<p>在汽车百年发展史上,有过三次大变革：第一次是福特发明T型车和流水线生产方式，第二次是奔驰、宝马、大众等欧洲厂商开发了多姿多彩的新车，第三次丰田等日本公司发明精益生产方式。</p>\n<p>如今，汽车正在经历第四次变革，从单纯的交通工具转变为超级移动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>终端。</p>\n<p>其中，智能网联作为智能汽车的“大脑”，成为各大厂商“必争之地”。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等新能源车企发力较早，已具有先发优势。与此同时，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、腾讯、华为、小米等也在积极布局，加速将智能网联研发成果产业化落地。</p>\n<p>资本市场也认可了这一逻辑。截至3月26日收盘，特斯拉股价为618.71美元/股，最新总市值为5938亿美元，远超传统车企丰田的2144亿美元。2020年，丰田全球销量达到952.8万辆，时隔4年成为全球销量冠军，而特斯拉去年的销量为49.95万辆。</p>\n<p><img src=\"https://static.tigerbbs.com/3a818fa92405488c6bd2bff28415a18f\" tg-width=\"580\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p>\n<p>近日，恒大召开恒驰智能网联发布会，带来了自己的“智慧大脑”，智能座舱、超算力平台、智能生态圈等科技成果一一亮相，尤其是联手腾讯、百度，历时1年11个月研发的H-SMART OS恒驰智能网联系统。</p>\n<p><b>“智慧大脑”首亮相</b></p>\n<p>智能网联，主要的“抓手”是智能座舱和自动驾驶。据<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>方面介绍，H-SMART OS恒驰智能网联系统包含旗舰智能座舱，独创的环抱式3D曲面大屏，可以实现九屏显示七屏联动。</p>\n<p>关于恒驰汽车算力的具体细节，目前尚未披露，但官方表示将采用全球首款7nm工艺、业内算力最强的<a href=\"https://laohu8.com/S/QCOM\">高通</a>第三代骁龙数字座舱平台，其超强算力是市面主流车型的2倍以上。据了解，特斯拉目前搭载的是一颗HW3.0芯片，可实现144TOPS的运算能力；小鹏P7 采用的是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Xavier芯片,算力达到了30TOPS。</p>\n<p><img src=\"https://static.tigerbbs.com/bf1c9738be32193b97e9af428e4201ff\" tg-width=\"580\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>在人机交互方面，据恒大汽车方面介绍，恒驰搭载可定制车载全息投影虚拟助理“小驰”，特点是懂人情、会学习、可进化。用户仅需一句指令，例如“小驰小驰，帮我下单”、“快到家了，准备一下”，就可随时随地完成远程购物、车家互联等功能。若用户在驾驶过程中出现疲劳状态，“小驰”还能立刻“发觉”，及时通过氛围灯闪烁、方向盘震动、自动香氛和调节温度来提醒用户。</p>\n<p>除了上述这些，在恒驰的构想中，完善的智能生态圈至关重要。未来，恒驰汽车本身就可以成为“车家合一”的移动空间，不仅是移动办公室，轻松实现远程办公，还可成为学习空间在线上课。甚至还能借助可穿戴设备、座舱生物体征传感器等技术，将身体数据发送给医生，及时进行医疗健康诊断。</p>\n<p>与此同时，恒大汽车还研发出双生态系统。据官方介绍，该系统拥有超800万首曲库、1.5亿条有声内容、3000万条视频和2000个小程序，再加上恒大独有的地产、文旅、健康、高科技等丰富的多元化业态，打造丰富的智能生态圈。</p>\n<p><img src=\"https://static.tigerbbs.com/6043ac715474a1133a473d897ae10bcc\" tg-width=\"580\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>在这套智能网联系统背后，离不开百度和腾讯的助力。除了在专注的领域，搭建了各自的生态圈，百度和腾讯也积极汽车领域布局。据了解，百度一直押注自动驾驶、人工智能，希望成为其新的业务增长点。如今，百度已经成为自动驾驶方面的“大玩家”。截至2020年底，百度有199块自动驾驶牌照，第二名仅有约20块牌照。百度的Apollo生态系统累计拥有200多名合作伙伴、一级供应商及其他战略合作伙伴。</p>\n<p>至于腾讯，恒大汽车更为“熟悉”。2020年9月，恒大汽车募资40亿港元。当时的战略投资者中，除了云锋基金、红杉资本等投资基金，还包括腾讯、滴滴等互联网巨头。2021年3月15日，恒大汽车发布公告称，他们与<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>旗下的北京梧桐车联签署协议，分别出资60%、40%设立合资公司，共同开发车载智能操作系统。</p>\n<p>官网显示，梧桐车联成立于2018年7月，由腾讯车联网操作系统和技术底座业务拆分而来，并引入<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、嘉兴鑫联作为起始股东。此前，梧桐车联已经与长安、宝马、吉利等多家车企进行合作。</p>\n<p>在汽车变革的大时代里，原有的行业逻辑、供应链、利益格局正在经历打乱、重整，一个新的局面正在慢慢展开，恒大、百度、腾讯都正身处其中。</p>\n<p><b>恒大的造车哲学</b></p>\n<p>回看恒大造车，是从“一穷二白”开始，其发展过程就是一个“试验场”。许家印曾提到，“恒大以前是搞地产的企业，对于造车是要人没人，要技术没技术，要经验没经验，要制造基地没制造基地，我们什么都没有，是一穷二白。”</p>\n<p><img src=\"https://static.tigerbbs.com/4df17ce4e341b34ed517bd9e4de4ee7a\" tg-width=\"580\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>就是在这样的基础上，恒大开启了造车之路。从2017年开始，许家印将目光投向新能源汽车。对于跨界造车，恒大的手法简单粗暴，就是“买买买、合合合、圈圈圈、大大大、好好好”。把能买的核心技术都买过来，买不过来的就全方面合作。与此同时，许家印对恒大汽车总的定位，就是“三个必须”：一是核心技术必须世界领先，二是产品品质必须世界一流，三是成本必须大幅度下降。</p>\n<p>两年间，恒大展示了其一贯的强大执行力。国能电动车、上海卡耐新能源、瑞典超跑公司柯尼塞格、英国轮毂电机公司Protean等被恒大收入囊中，天津、上海及广州等智能工厂启动试生产调试……目前，恒大汽车已经构建了覆盖整车制造、动力总成、动力电池、汽车销售、智慧充电等领域的全产业链。</p>\n<p>财报显示，恒大汽车在新能源汽车产业累计总投入达474亿元。其中，有249亿元用于收购核心技术和研发费用，225亿元用于工厂建设设备采购零部件采购等。</p>\n<p><img src=\"https://static.tigerbbs.com/06a0e2051d9e849fed5e8600ede08582\" tg-width=\"580\" tg-height=\"388\" referrerpolicy=\"no-referrer\"></p>\n<p>进入2021年，恒大汽车动作不断。2月，恒驰在呼伦贝尔牙克石进行为期三周的冬季标定测试。随后恒驰7、恒驰8、恒驰9三款全新车型发布。至此，恒驰已发布9款新车，其中恒驰1、恒驰3已实现路跑并公布内饰。此次智能网联系统的发布，也意味着恒驰距离量产更近了一步。</p>\n<p>截至3月26日收盘，恒大汽车股价为63港元/股，最新总市值为5923亿港元（约合4986亿元），超过比亚迪的4892亿元和蔚来的595亿美元（约合3893亿元），成为国内上市车企第一股。</p>\n<p>与传统车企的稳扎稳打不同，恒大造车显得有些“另类”，但这背后既有必然也有无奈。新能源造车的“窗口期”，极其有限。造车新势力第一梯队中的蔚来、小鹏都成立于2014年，理想2015年成立都被认为已经有些晚了。恒大是从2017年开始切入了新能源汽车，所以必须要采用“非常手段”，以资本换技术，以技术换时间；所谓的无奈是指，恒大从房地产跨界造车，一穷二白，只能依靠“买买买”。</p>\n<p>对于很多人来说，恒大汽车就是一个迷。面对种种，恒大并未做过多的解释，似乎是把更多的心思放在快速推进造车进程。目前，它正同步研发14款车，计划到2025年实现年产销超100万辆，2035年实现年产销超500万辆。对于未来，我们无法预知，能做的只有跟随时间一起去验证。</p>","source":"lsy1585101920501","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>揭秘恒大造车：“智慧大脑”已激活，静待量产</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揭秘恒大造车：“智慧大脑”已激活，静待量产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-28 12:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4rk6enCe1AbhklXi8VmpDg><strong>资本侦探</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在汽车百年发展史上,有过三次大变革：第一次是福特发明T型车和流水线生产方式，第二次是奔驰、宝马、大众等欧洲厂商开发了多姿多彩的新车，第三次丰田等日本公司发明精益生产方式。\n如今，汽车正在经历第四次变革，从单纯的交通工具转变为超级移动智能终端。\n其中，智能网联作为智能汽车的“大脑”，成为各大厂商“必争之地”。特斯拉、蔚来、小鹏等新能源车企发力较早，已具有先发优势。与此同时，百度、比亚迪、腾讯、华为、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4rk6enCe1AbhklXi8VmpDg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769a39caf988b811ee0a2e085d840c8b","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://mp.weixin.qq.com/s/4rk6enCe1AbhklXi8VmpDg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112414074","content_text":"在汽车百年发展史上,有过三次大变革：第一次是福特发明T型车和流水线生产方式，第二次是奔驰、宝马、大众等欧洲厂商开发了多姿多彩的新车，第三次丰田等日本公司发明精益生产方式。\n如今，汽车正在经历第四次变革，从单纯的交通工具转变为超级移动智能终端。\n其中，智能网联作为智能汽车的“大脑”，成为各大厂商“必争之地”。特斯拉、蔚来、小鹏等新能源车企发力较早，已具有先发优势。与此同时，百度、比亚迪、腾讯、华为、小米等也在积极布局，加速将智能网联研发成果产业化落地。\n资本市场也认可了这一逻辑。截至3月26日收盘，特斯拉股价为618.71美元/股，最新总市值为5938亿美元，远超传统车企丰田的2144亿美元。2020年，丰田全球销量达到952.8万辆，时隔4年成为全球销量冠军，而特斯拉去年的销量为49.95万辆。\n\n近日，恒大召开恒驰智能网联发布会，带来了自己的“智慧大脑”，智能座舱、超算力平台、智能生态圈等科技成果一一亮相，尤其是联手腾讯、百度，历时1年11个月研发的H-SMART OS恒驰智能网联系统。\n“智慧大脑”首亮相\n智能网联，主要的“抓手”是智能座舱和自动驾驶。据恒大汽车方面介绍，H-SMART OS恒驰智能网联系统包含旗舰智能座舱，独创的环抱式3D曲面大屏，可以实现九屏显示七屏联动。\n关于恒驰汽车算力的具体细节，目前尚未披露，但官方表示将采用全球首款7nm工艺、业内算力最强的高通第三代骁龙数字座舱平台，其超强算力是市面主流车型的2倍以上。据了解，特斯拉目前搭载的是一颗HW3.0芯片，可实现144TOPS的运算能力；小鹏P7 采用的是英伟达Xavier芯片,算力达到了30TOPS。\n\n在人机交互方面，据恒大汽车方面介绍，恒驰搭载可定制车载全息投影虚拟助理“小驰”，特点是懂人情、会学习、可进化。用户仅需一句指令，例如“小驰小驰，帮我下单”、“快到家了，准备一下”，就可随时随地完成远程购物、车家互联等功能。若用户在驾驶过程中出现疲劳状态，“小驰”还能立刻“发觉”，及时通过氛围灯闪烁、方向盘震动、自动香氛和调节温度来提醒用户。\n除了上述这些，在恒驰的构想中，完善的智能生态圈至关重要。未来，恒驰汽车本身就可以成为“车家合一”的移动空间，不仅是移动办公室，轻松实现远程办公，还可成为学习空间在线上课。甚至还能借助可穿戴设备、座舱生物体征传感器等技术，将身体数据发送给医生，及时进行医疗健康诊断。\n与此同时，恒大汽车还研发出双生态系统。据官方介绍，该系统拥有超800万首曲库、1.5亿条有声内容、3000万条视频和2000个小程序，再加上恒大独有的地产、文旅、健康、高科技等丰富的多元化业态，打造丰富的智能生态圈。\n\n在这套智能网联系统背后，离不开百度和腾讯的助力。除了在专注的领域，搭建了各自的生态圈，百度和腾讯也积极汽车领域布局。据了解，百度一直押注自动驾驶、人工智能，希望成为其新的业务增长点。如今，百度已经成为自动驾驶方面的“大玩家”。截至2020年底，百度有199块自动驾驶牌照，第二名仅有约20块牌照。百度的Apollo生态系统累计拥有200多名合作伙伴、一级供应商及其他战略合作伙伴。\n至于腾讯，恒大汽车更为“熟悉”。2020年9月，恒大汽车募资40亿港元。当时的战略投资者中，除了云锋基金、红杉资本等投资基金，还包括腾讯、滴滴等互联网巨头。2021年3月15日，恒大汽车发布公告称，他们与腾讯控股旗下的北京梧桐车联签署协议，分别出资60%、40%设立合资公司，共同开发车载智能操作系统。\n官网显示，梧桐车联成立于2018年7月，由腾讯车联网操作系统和技术底座业务拆分而来，并引入长安汽车、嘉兴鑫联作为起始股东。此前，梧桐车联已经与长安、宝马、吉利等多家车企进行合作。\n在汽车变革的大时代里，原有的行业逻辑、供应链、利益格局正在经历打乱、重整，一个新的局面正在慢慢展开，恒大、百度、腾讯都正身处其中。\n恒大的造车哲学\n回看恒大造车，是从“一穷二白”开始，其发展过程就是一个“试验场”。许家印曾提到，“恒大以前是搞地产的企业，对于造车是要人没人，要技术没技术，要经验没经验，要制造基地没制造基地，我们什么都没有，是一穷二白。”\n\n就是在这样的基础上，恒大开启了造车之路。从2017年开始，许家印将目光投向新能源汽车。对于跨界造车，恒大的手法简单粗暴，就是“买买买、合合合、圈圈圈、大大大、好好好”。把能买的核心技术都买过来，买不过来的就全方面合作。与此同时，许家印对恒大汽车总的定位，就是“三个必须”：一是核心技术必须世界领先，二是产品品质必须世界一流，三是成本必须大幅度下降。\n两年间，恒大展示了其一贯的强大执行力。国能电动车、上海卡耐新能源、瑞典超跑公司柯尼塞格、英国轮毂电机公司Protean等被恒大收入囊中，天津、上海及广州等智能工厂启动试生产调试……目前，恒大汽车已经构建了覆盖整车制造、动力总成、动力电池、汽车销售、智慧充电等领域的全产业链。\n财报显示，恒大汽车在新能源汽车产业累计总投入达474亿元。其中，有249亿元用于收购核心技术和研发费用，225亿元用于工厂建设设备采购零部件采购等。\n\n进入2021年，恒大汽车动作不断。2月，恒驰在呼伦贝尔牙克石进行为期三周的冬季标定测试。随后恒驰7、恒驰8、恒驰9三款全新车型发布。至此，恒驰已发布9款新车，其中恒驰1、恒驰3已实现路跑并公布内饰。此次智能网联系统的发布，也意味着恒驰距离量产更近了一步。\n截至3月26日收盘，恒大汽车股价为63港元/股，最新总市值为5923亿港元（约合4986亿元），超过比亚迪的4892亿元和蔚来的595亿美元（约合3893亿元），成为国内上市车企第一股。\n与传统车企的稳扎稳打不同，恒大造车显得有些“另类”，但这背后既有必然也有无奈。新能源造车的“窗口期”，极其有限。造车新势力第一梯队中的蔚来、小鹏都成立于2014年，理想2015年成立都被认为已经有些晚了。恒大是从2017年开始切入了新能源汽车，所以必须要采用“非常手段”，以资本换技术，以技术换时间；所谓的无奈是指，恒大从房地产跨界造车，一穷二白，只能依靠“买买买”。\n对于很多人来说，恒大汽车就是一个迷。面对种种，恒大并未做过多的解释，似乎是把更多的心思放在快速推进造车进程。目前，它正同步研发14款车，计划到2025年实现年产销超100万辆，2035年实现年产销超500万辆。对于未来，我们无法预知，能做的只有跟随时间一起去验证。","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352615336,"gmtCreate":1616947076325,"gmtModify":1634523441480,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持国产品牌","listText":"支持国产品牌","text":"支持国产品牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352615336","repostId":"1130693934","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352612460,"gmtCreate":1616947001850,"gmtModify":1634523441824,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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14:41","market":"us","language":"zh","title":"预测最准的分析师“翻多”后，特斯拉报复性反弹20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2118261056","media":"华尔街见闻","summary":"在连续大跌五天之后，特斯拉终于又回来了！\n隔夜，特斯拉股价收涨近20%至673.58美元，涨幅创一年以来最大，市值也增加逾1000亿美元，重新回到6000亿美元上方。\n\nRefinitiv数据显示，交","content":"<p>在连续大跌五天之后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于又回来了！</p>\n<p>隔夜，特斯拉股价收涨近20%至673.58美元，涨幅创一年以来最大，市值也增加逾1000亿美元，重新回到6000亿美元上方。</p>\n<p><img src=\"https://static.tigerbbs.com/4f9e2ffcdb95052cbec91e1687f38c2b\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Refinitiv数据显示，交易员们当日易手近430亿美元的特斯拉股票，这一交易规模几乎是成交量第二高的公司——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的三倍。</p>\n<p>暴跌之后为何“回春”？<b>这不仅是因为特斯拉中国销售数据亮眼，更重要的是，华尔街看特斯拉最准的分析师，他“翻多”了。</b></p>\n<p>周二，根据乘联会公布的数据，特斯拉中国2月销量达到18318辆，高于1月份的15484辆；当月生产达到23632辆，今年出口表现出色。</p>\n<p>与此同时，长期跟踪特斯拉的New Street Research分析师Pierre Ferragu将特斯拉股票评级从中性上调至买入，<b>目标价为900美元。</b></p>\n<p>在Ferragu看来，特斯拉的盈利势头还能继续保持两年，其需求前景远比供应前景更为强劲。</p>\n<blockquote>\n <b>到2023年，特斯拉交付量将达到200万辆，实现12美元的利润，这比目前的预期高出50%以上。</b>循着这样的轨迹，我们相信该股的预期市盈率将保持在50倍-100倍区间的高端，与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>近十年来的股价水平相当，但会略低于目前的100倍。\n</blockquote>\n<p>去年10月，Ferragu曾给予特斯拉578美元的目标价，为当时华尔街最高。但值得注意的是，到了去年12月，Ferragu竟对市场高呼：“是时候获利了结”特斯拉股票了。</p>\n<p>当时，这位分析师逆势下调对特斯拉的股票评级至中性，并称虽仍预计特斯拉2021年交货数量将高于预期，利润率也保持强劲增长，但在那时的估值水平下，公司股价上行势头有限。一旦公司完成纳入标普指数工作，股价回调就成为一种必然。</p>\n<p>不过，尽管提出了这样的建议，Ferragu仍旧长期看多特斯拉，认为特斯拉依然处于长期高速增长期。</p>\n<p>根据Ferragu的预测，到2026年，特斯拉的年交付汽车数目将达到280万辆，这就意味着，相比于公司去年50万辆的交付数目，复合年增长率达到33%。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>预测最准的分析师“翻多”后，特斯拉报复性反弹20%</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预测最准的分析师“翻多”后，特斯拉报复性反弹20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 14:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623069><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在连续大跌五天之后，特斯拉终于又回来了！\n隔夜，特斯拉股价收涨近20%至673.58美元，涨幅创一年以来最大，市值也增加逾1000亿美元，重新回到6000亿美元上方。\n\nRefinitiv数据显示，交易员们当日易手近430亿美元的特斯拉股票，这一交易规模几乎是成交量第二高的公司——苹果的三倍。\n暴跌之后为何“回春”？这不仅是因为特斯拉中国销售数据亮眼，更重要的是，华尔街看特斯拉最准的分析师，他“...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623069\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3623069","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118261056","content_text":"在连续大跌五天之后，特斯拉终于又回来了！\n隔夜，特斯拉股价收涨近20%至673.58美元，涨幅创一年以来最大，市值也增加逾1000亿美元，重新回到6000亿美元上方。\n\nRefinitiv数据显示，交易员们当日易手近430亿美元的特斯拉股票，这一交易规模几乎是成交量第二高的公司——苹果的三倍。\n暴跌之后为何“回春”？这不仅是因为特斯拉中国销售数据亮眼，更重要的是，华尔街看特斯拉最准的分析师，他“翻多”了。\n周二，根据乘联会公布的数据，特斯拉中国2月销量达到18318辆，高于1月份的15484辆；当月生产达到23632辆，今年出口表现出色。\n与此同时，长期跟踪特斯拉的New Street Research分析师Pierre Ferragu将特斯拉股票评级从中性上调至买入，目标价为900美元。\n在Ferragu看来，特斯拉的盈利势头还能继续保持两年，其需求前景远比供应前景更为强劲。\n\n到2023年，特斯拉交付量将达到200万辆，实现12美元的利润，这比目前的预期高出50%以上。循着这样的轨迹，我们相信该股的预期市盈率将保持在50倍-100倍区间的高端，与亚马逊近十年来的股价水平相当，但会略低于目前的100倍。\n\n去年10月，Ferragu曾给予特斯拉578美元的目标价，为当时华尔街最高。但值得注意的是，到了去年12月，Ferragu竟对市场高呼：“是时候获利了结”特斯拉股票了。\n当时，这位分析师逆势下调对特斯拉的股票评级至中性，并称虽仍预计特斯拉2021年交货数量将高于预期，利润率也保持强劲增长，但在那时的估值水平下，公司股价上行势头有限。一旦公司完成纳入标普指数工作，股价回调就成为一种必然。\n不过，尽管提出了这样的建议，Ferragu仍旧长期看多特斯拉，认为特斯拉依然处于长期高速增长期。\n根据Ferragu的预测，到2026年，特斯拉的年交付汽车数目将达到280万辆，这就意味着，相比于公司去年50万辆的交付数目，复合年增长率达到33%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323570476,"gmtCreate":1615361660295,"gmtModify":1703487876006,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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