每天5000的个人主页 - 老虎社区

每天5000

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11-18

$Rivian Automotive, Inc.(RIVN)$ 废股

11-15

$Rivian Automotive, Inc.(RIVN)$ 真垃圾上去一点就没

11-12

$苹果(AAPL)$ 看下特斯拉再看下这个每天换手0.12%的la Ji

11-11

$苹果(AAPL)$ 特斯拉就天天10个八个点，你就天天0.12%的换手，玩你的这几个月我的大A都涨了30个点了。真他么破

11-08

$苹果(AAPL)$ 这点换手你吃屎啦，我玩大A，三个月放在同花顺都翻倍了

11-08

以上的废话应该是资本发出来的因为苹果价格太高他们不敢进场所以发这种废话来刺激股价下跌的大家不需要管他让他们吃贵价筹码与他们对抗！

3 Huge Warning Signs for Apple Investors

11-06

$苹果(AAPL)$ 特斯拉涨12 个，你涨5个也行吧

11-01

$苹果(AAPL)$ 这么好的财报被那些垃圾分析解读成这样真的笑而不语了。什么专业就是给空头做空机会罢了。一点不专业

10-31

$拼多多(PDD)$ 完全不懂什么情况一直跌

10-26

$拼多多(PDD)$ 玩好大A再玩美股必定能赚钱，大A需要的耐性比美股更大，只要不上杠杆不玩期权，想亏本也难。克制自己贪欲

10-23

$超微电脑(SMCI)$ 结束了终于结束了洗盘结束了，是时候70 了

10-23

$拼多多(PDD)$ 没错的话11月开始大涨50% ，看以往记录除了21年疫情爆发以往数据11月必定暴涨40-50%

10-23

笑而不语昨天1千今天80万岂不是8万倍？？

巴比食品10月23日获主力加仓80万元环比增加900.00%

10-14

这周230 放

抱歉，原内容已删除

10-13

$特斯拉(TSLA)$ 220 都上不了大家都在观望缺口太大准备230 左右亏损立场，然后财报过后继续跌，之后上下震荡

10-11

$特斯拉(TSLA)$ 今天大概收个阴十字这波太超跌了，物极必反，225 左右收盘

10-11

如此好的产品股价居然跌成这个狗样？资本都是吃💩的吗

马斯克Robotaxi完整演讲实录！Cybercab正式亮相，将于2026年投入生产

10-11

$特斯拉(TSLA)$ 任何消息面在资金面前都是马后炮，只要资本要你涨，哪怕robottaxi再垃圾也能涨；只要资本要你跌做空你，哪怕你robottaxi明天就能量产，那么你也是垃圾。 tsl支撑点就在235

10-10

$特斯拉(TSLA)$ 看来235 真的是支撑点，触碰到立刻反弹！不错不错！可以安心做多了哥们期权跟上！ 280 都没问题！年底前必须300！

10-10

$苹果(AAPL)$ 以为经验看这股不对劲空头几乎死了几次下跌都很难大跌基本都在慢慢吸筹修复，感觉跌破220好难，哪怕利空消息很多，但是看资金都在慢慢流入。

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上去一点就没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371396793340096","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4129123957688940","idStr":"4129123957688940"},"content":"特朗普取消电动车补贴，还是搞特斯拉吧，其他竞争对手都搞死了","text":"特朗普取消电动车补贴，还是搞特斯拉吧，其他竞争对手都搞死了","html":"特朗普取消电动车补贴，还是搞特斯拉吧，其他竞争对手都搞死了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369981023543304,"gmtCreate":1731345117005,"gmtModify":1731345462117,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a 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14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Earnings growth is barely in the double digits.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The stock trades at an expensive premium compared to the market. </div>\n</li>\n</ul><div><p>While <strong>Apple </strong><span>(AAPL<span> 2.14%</span>)</span> may be the world's largest company (a title that can switch between it and <strong>Nvidia </strong>on any given trading day), it isn't without its investment risks. Apple isn't the growth or the value investment it used to be; it's just expensive now, with slow growth (or no growth in some areas).</p><p>If you're an Apple investor, there are three big warning signs the company just displayed in its latest earnings report that you need to note. While these may not entirely break Apple's investment thesis, they could affect the stock's price movement.</p><h2>1. Apple hasn't grown much in recent quarters</h2><p>If I started this article by saying, \"Apple's Q4 FY 2024 (ended Sept. 28) had the fastest revenue growth in a quarter in two years,\" you might be misled to think that it was a blowout quarter for Apple. However, that's far from the case, as Apple's revenue growth has been practically nonexistent since the start of 2022.</p><p><img src=\"https://media.ycharts.com/charts/898996149edc4807f4c1678f8ffb5c61.png\"/></p><p>AAPL Operating Revenue (Quarterly YoY Growth) data by YCharts</p><p>Yes, 6% revenue growth isn't very much and is the slowest growth rate of the \"Magnificent Seven\" stocks. However, this quarter wasn't supposed to be a slow growth quarter, as it was hoped that the iPhone 16 would boost sales due to its new artificial intelligence (AI) feature set.</p><div><div><div></div></div></div><p>Unfortunately for Apple, iPhone sales only rose 5.5% year over year. Investors will need to wait until after Apple reports Q1 FY 2025 results (which encompasses the holiday quarter) to determine if the iPhone 16 was a flop, but as of right now, it doesn't look good.</p><p>Apple's revenue growth is not very rapid, but since Apple is a mature business, investors care more about profit growth than revenue. However, that area doesn't look good, either.</p><div></div><h2>2. Apple's earnings growth isn't much faster</h2><p>Prior to this quarter, Apple had managed to put up respectable earnings growth, even if its revenue wasn't growing quickly or shrinking in any given quarter. However, this quarter was a disaster from an earnings standpoint, as they fell from $1.47 last year to $0.97 this year -- a 34% decrease. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"202686\" :show_benchmark_compare=\"false\" amount_change=\"4.75\" average_volume=\"47,694,324\" company_name=\"Apple\" current_price=\"227.23\" daily_high=\"227.62\" daily_low=\"224.32\" default_period=\"YTD\" dividend_yield=\"0.43%\" exchange=\"NASDAQ\" fifty_two_week_high=\"237.49\" fifty_two_week_low=\"164.07\" gross_margin=\"46.21\" logo=\"https://g.foolcdn.com/art/companylogos/mark/AAPL.png\" market_cap=\"$3,439B\" pe_ratio=\"37.48\" percent_change=\"2.14\" symbol=\"AAPL\" volume=\"92,472\"></app></div><p>While earnings per share (EPS) is useful, one-time events can heavily influence it. For example, Apple's income tax provision rose from $4 billion last year to $14.9 billion this year. That jump was a one-time, $10.2 billion event caused by the reversal of the European General Court's State Aid decision. Without that, management stated that its EPS would have been $1.64, good for a 12% rise.</p><div><div><div></div></div></div><p>That would indicate that Apple could put up market-beating earnings growth, since the stock market, measured by the <strong>S&amp;P 500 </strong><span>(^GSPC<span> 0.74%</span>)</span>, usually grows about 10% per year. However, this is still something investors need to watch.</p><p>Apple is barely meeting the growth threshold a stock needs to beat the market year in and year out, so it would make sense for the stock to trade around an S&amp;P 500 multiple. But that isn't the case.</p><h2>3. Apple's stock is very expensive</h2><p>From a valuation standpoint, Apple is very expensive. Because Apple has that one-time effect hit its earnings this quarter, the trailing price-to-earnings (P/E) ratio becomes useless. Instead, investors should look at the forward P/E ratio, as it shows where Apple is heading if it hits analyst projections.</p><p><img src=\"https://media.ycharts.com/charts/c611d3a56d36c60859fc9a3b08ec5f8d.png\"/></p><p>AAPL PE Ratio (Forward) data by YCharts</p><div><div><div></div></div></div><p>At 30 times forward earnings, Apple isn't a cheap stock. Compared to the S&amp;P 500, which trades at 23.8 times forward earnings, Apple has a significant premium to the market despite growing around the same rate. </p><p>This isn't a great combination, and unless Apple's revenue and earnings growth accelerate, the stock could face a difficult road ahead.</p><p>As a result, I think investors should look elsewhere before investing in Apple. There are other businesses (like <strong>Alphabet</strong>) that trade for less than the S&amp;P 500's valuation <em>and</em> are growing much faster than Apple. These make for much more promising long-term investments and will likely outperform Apple over the long term -- unless Apple can reaccelerate its growth.</p><div></div></div></body></html>","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>3 Huge Warning Signs for Apple Investors</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; 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}\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\">\n3 Huge Warning Signs for Apple Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/08/3-huge-warning-signs-for-apple-investors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's revenue growth is still slow.\n\n\n\n\n\n\n\nEarnings growth is barely in the double digits.\n\n\n\n\n\n\n\nThe stock trades at an expensive premium compared to the market. \n\nWhile Apple (AAPL 2.14%) may be ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/08/3-huge-warning-signs-for-apple-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F796556%2Fperson-saying-no-to-something.jpg&op=resize&w=165&h=104","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4559":"巴菲特持仓","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4527":"明星科技股","BK4501":"段永平概念","SPY":"标普500ETF","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","OEX":"标普100",".SPX":"S&P 500 Index","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4574":"无人驾驶","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","ISBC":"投资者银行","BK4573":"虚拟现实","OEF":"标普100指数ETF-iShares","BK4505":"高瓴资本持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4504":"桥水持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","SH":"标普500反向ETF","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","VOO":"Vanguard标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","UPRO":"三倍做多标普500ETF","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4554":"元宇宙及AR概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4515":"5G概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SSO":"两倍做多标普500ETF","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SPXU":"三倍做空标普500ETF","BK4566":"资本集团","BK4575":"芯片概念"},"source_url":"https://www.fool.com/investing/2024/11/08/3-huge-warning-signs-for-apple-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481179203","content_text":"Apple's revenue growth is still slow.\n\n\n\n\n\n\n\nEarnings growth is barely in the double digits.\n\n\n\n\n\n\n\nThe stock trades at an expensive premium compared to the market. \n\nWhile Apple (AAPL 2.14%) may be the world's largest company (a title that can switch between it and Nvidia on any given trading day), it isn't without its investment risks. Apple isn't the growth or the value investment it used to be; it's just expensive now, with slow growth (or no growth in some areas).If you're an Apple investor, there are three big warning signs the company just displayed in its latest earnings report that you need to note. While these may not entirely break Apple's investment thesis, they could affect the stock's price movement.1. Apple hasn't grown much in recent quartersIf I started this article by saying, \"Apple's Q4 FY 2024 (ended Sept. 28) had the fastest revenue growth in a quarter in two years,\" you might be misled to think that it was a blowout quarter for Apple. However, that's far from the case, as Apple's revenue growth has been practically nonexistent since the start of 2022.AAPL Operating Revenue (Quarterly YoY Growth) data by YChartsYes, 6% revenue growth isn't very much and is the slowest growth rate of the \"Magnificent Seven\" stocks. However, this quarter wasn't supposed to be a slow growth quarter, as it was hoped that the iPhone 16 would boost sales due to its new artificial intelligence (AI) feature set.Unfortunately for Apple, iPhone sales only rose 5.5% year over year. Investors will need to wait until after Apple reports Q1 FY 2025 results (which encompasses the holiday quarter) to determine if the iPhone 16 was a flop, but as of right now, it doesn't look good.Apple's revenue growth is not very rapid, but since Apple is a mature business, investors care more about profit growth than revenue. However, that area doesn't look good, either.2. Apple's earnings growth isn't much fasterPrior to this quarter, Apple had managed to put up respectable earnings growth, even if its revenue wasn't growing quickly or shrinking in any given quarter. However, this quarter was a disaster from an earnings standpoint, as they fell from $1.47 last year to $0.97 this year -- a 34% decrease. While earnings per share (EPS) is useful, one-time events can heavily influence it. For example, Apple's income tax provision rose from $4 billion last year to $14.9 billion this year. That jump was a one-time, $10.2 billion event caused by the reversal of the European General Court's State Aid decision. Without that, management stated that its EPS would have been $1.64, good for a 12% rise.That would indicate that Apple could put up market-beating earnings growth, since the stock market, measured by the S&P 500 (^GSPC 0.74%), usually grows about 10% per year. However, this is still something investors need to watch.Apple is barely meeting the growth threshold a stock needs to beat the market year in and year out, so it would make sense for the stock to trade around an S&P 500 multiple. But that isn't the case.3. Apple's stock is very expensiveFrom a valuation standpoint, Apple is very expensive. Because Apple has that one-time effect hit its earnings this quarter, the trailing price-to-earnings (P/E) ratio becomes useless. Instead, investors should look at the forward P/E ratio, as it shows where Apple is heading if it hits analyst projections.AAPL PE Ratio (Forward) data by YChartsAt 30 times forward earnings, Apple isn't a cheap stock. Compared to the S&P 500, which trades at 23.8 times forward earnings, Apple has a significant premium to the market despite growing around the same rate. This isn't a great combination, and unless Apple's revenue and earnings growth accelerate, the stock could face a difficult road ahead.As a result, I think investors should look elsewhere before investing in Apple. There are other businesses (like Alphabet) that trade for less than the S&P 500's valuation and are growing much faster than Apple. These make for much more promising long-term investments and will likely outperform Apple over the long term -- unless Apple can reaccelerate its growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368125957894144,"gmtCreate":1730896449823,"gmtModify":1730896451810,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>特斯拉涨12 个，你涨5个也行吧","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>特斯拉涨12 个，你涨5个也行吧","text":"$苹果(AAPL)$ 特斯拉涨12 个，你涨5个也行吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368125957894144","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366292712972520,"gmtCreate":1730468569112,"gmtModify":1730468614504,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>这么好的财报 被那些垃圾分析解读成这样 真的笑而不语了。什么专业就是给空头做空机会罢了。一点不专业","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>这么好的财报 被那些垃圾分析解读成这样 真的笑而不语了。什么专业就是给空头做空机会罢了。一点不专业","text":"$苹果(AAPL)$ 这么好的财报 被那些垃圾分析解读成这样 真的笑而不语了。什么专业就是给空头做空机会罢了。一点不专业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366292712972520","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365820926160960,"gmtCreate":1730312241789,"gmtModify":1730312243382,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>完全不懂什么情况一直跌","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>完全不懂什么情况一直跌","text":"$拼多多(PDD)$ 完全不懂什么情况一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365820926160960","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555060072573546","authorId":"3555060072573546","name":"Tigerrrrr","avatar":"https://static.tigerbbs.com/45a2335827332f4bf9b19d06404a2f63","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555060072573546","idStr":"3555060072573546"},"content":"你90买的话就没这个疑惑","text":"你90买的话就没这个疑惑","html":"你90买的话就没这个疑惑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364099352482032,"gmtCreate":1729901463083,"gmtModify":1729901464680,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a 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昨天1千今天80万岂不是8万倍？？","listText":"笑而不语 昨天1千今天80万岂不是8万倍？？","text":"笑而不语 昨天1千今天80万岂不是8万倍？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363106524610752","repostId":"2477379303","repostType":2,"repost":{"id":"2477379303","kind":"news","pubTimestamp":1729667929,"share":"https://www.laohu8.com/m/news/2477379303?lang=&edition=full","pubTime":"2024-10-23 15:18","market":"sh","language":"zh","title":"巴比食品10月23日获主力加仓80万元 环比增加900.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2477379303","media":"市场透视","summary":"10月23日, 巴比食品股价涨0.38%，报收15.69元，成交金额2776万元，换手率0.71%，振幅1.60%，量比1.07。巴比食品今日主力资金净流入80万元，上一交易日主力净流入8万元，今日环比增加900.00%。|10月23日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|硕贝德|5.14%|#|天海防务|5.07%|#|武汉凡谷|4.78%|#|太辰光|4.67%|#|航新科技|4.31%|#|灿勤科技|4.09%|#|延华智能|3.88%|#|华东数控|3.74%|#|嘉环科技|3.51%|#|国中水务|3.47%|巴比食品所在的食品加工行业，今日主力净流入4131万元，行业排名43/124。","content":"<html><body><article><p>10月23日, <a href=\"https://laohu8.com/S/605338\">巴比食品</a>股价涨0.38%，报收15.69元，成交金额2776万元，<span>换手率</span>0.71%，振幅1.60%，<span>量比</span>1.07。</p><p>巴比食品今日主力资金（超大单+大单）净流入80万元，上一交易日主力净流入8万元，今日环比增加900.00%。</p><p>该股近5个交易日上涨3.16%，主力资金累计净流出136万元；近20日主力资金累计净流出1220万元，其中净流出天数为11日。</p><p>该股主力净额占比0.02%（主力资金净额/<span>流通市值</span>），A股市场排名1663/5000，高于行业平均值。</p><p>|10月23日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/300322\">硕贝德</a>|5.14%|#|<a href=\"https://laohu8.com/S/300008\">天海防务</a>|5.07%|#|<a href=\"https://laohu8.com/S/002194\">武汉凡谷</a>|4.78%|#|<a href=\"https://laohu8.com/S/300570\">太辰光</a>|4.67%|#|<a href=\"https://laohu8.com/S/300424\">航新科技</a>|4.31%|#|<a href=\"https://laohu8.com/S/688182\">灿勤科技</a>|4.09%|#|<a href=\"https://laohu8.com/S/002178\">延华智能</a>|3.88%|#|<a href=\"https://laohu8.com/S/002248\">华东数控</a>|3.74%|#|<a href=\"https://laohu8.com/S/603206\">嘉环科技</a>|3.51%|#|<a href=\"https://laohu8.com/S/600187\">国中水务</a>|3.47%|</p><p>巴比食品所在的食品加工行业，今日主力净流入4131万元，行业排名43/124。该行业中净流入前三个股分别为<a href=\"https://laohu8.com/S/000895\">双汇发展</a>、<a href=\"https://laohu8.com/S/603345\">安井食品</a>、<a href=\"https://laohu8.com/S/002515\">金字火腿</a>。净流出前三个股分别为<a href=\"https://laohu8.com/S/002840\">华统股份</a>、<a href=\"https://laohu8.com/S/300146\">汤臣倍健</a>、<a href=\"https://laohu8.com/S/603536\">惠发食品</a>。（完）</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</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>巴比食品10月23日获主力加仓80万元 环比增加900.00%</title>\n<style 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巴比食品股价涨0.38%，报收15.69元，成交金额2776万元，换手率0.71%，振幅1.60%，量比1.07。巴比食品今日主力资金（超大单+大单）净流入80万元，上一交易日主力净流入8万元，今日环比增加900.00%。该股近5个交易日上涨3.16%，主力资金累计净流出136万元；近20日主力资金累计净流出1220万元，其中净流出天数为11日。该股主力净额占比0.02%（主力资金...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102315325195bd0ec1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"605338":"巴比食品","BK0226":"食品制造"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102315325195bd0ec1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2477379303","content_text":"10月23日, 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资本都是吃💩的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358904796811488","repostId":"1162776210","repostType":2,"repost":{"id":"1162776210","kind":"news","pubTimestamp":1728629512,"share":"https://www.laohu8.com/m/news/1162776210?lang=&edition=full","pubTime":"2024-10-11 14:51","market":"us","language":"zh","title":"马斯克Robotaxi完整演讲实录！Cybercab正式亮相，将于2026年投入生产","url":"https://stock-news.laohu8.com/highlight/detail?id=1162776210","media":"天天智驾","summary":"特斯拉“WE, ROBOT” 发布会美国当地时间10月10日晚，特斯拉在“We, Robot”主题发布会上，正式发布Robotaxi，并命名为Cybercab，如下是特斯拉CEO马斯克的演讲全文：欢迎大家！因此我们的Robotaxi真的是非常棒的产品。Robotaxi其安全性还可以大幅提升，可以拯救生命，防止人们受伤，我认为FSD实现的安全水平可以超过人类驾驶10倍左右。Model 3、Model Y将实现无人监督的FSD。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>美国当地时间10月10日晚（北京时间10月11日上午），特斯拉在“We, Robot”主题发布会上，正式发布Robotaxi（无人驾驶出租车），并命名为Cybercab，如下是特斯拉CEO马斯克的演讲全文：</p><p>欢迎大家！我们今天晚上给大家准备了一场非常精彩的展示，我相信大家应该都会喜欢的。</p><p>正如大家所见，我刚刚就搭乘着我们的Robotaxi无人驾驶出租车来到了这里，外面还有20多辆这样的车，这些Robotaxi一直都在路上行驶，而且车里是没有人驾驶的。</p><p>今天晚上我们会有50辆搭载了完全自动驾驶能FSD的汽车在这边，大家可以看到有Model Y，也有Cybercab，全部都是无人驾驶的。Cybercab里面没有方向盘，也没有踏板。</p><p>今天我们希望大家体现到的未来，是一个更加光明的未来，就像我们在考虑今天的交通的时候，有很多非常让人痛苦的通勤。如果你在洛杉矶开车的话，通勤可能会很久，除非你开的是特斯拉，因为特斯拉已经做得很好了，我指的就是有驾驶员监督情况下的FSD已经做得很好了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab9996caf24afc3c12a4ba9c115dec\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"665\"/></p><p>相信今天在场的各位应该有人已经使用了我们的监督版FSD完全自动驾驶能力，我们的FSD也会从有人监督的模式转向无人监督的完全自动驾驶模式，我们可以直接上车，然后车就可以自动把我们带去我们需要的目的地。</p><p>当然这里也还有一个挑战，就是车辆的制造成本，要开车就需要花钱，买车要钱，保险也要钱，汽车停放也需要钱，真的非常贵。</p><p>与此同时，我们要想一下车的使用频率，多久用一次？一周有168小时，一辆车每周可能只会用10~100小时，大部分时候车什么都不做，<strong>我们的车是完全自动驾驶的，我们可以将它的使用率提高5倍甚至10倍。</strong></p><p>在同一辆车身上，我们可以获得5倍或10倍的价值提升，每周其使用时间就可以突破100小时，甚至达到160多个小时，我们自己开车，很多时候都在寻找车位，让我们感到非常的烦恼，我们希望通过自动驾驶让这样的问题不复存在。因此我们的Robotaxi真的是非常棒的产品。</p><p>Robotaxi其安全性还可以大幅提升，可以拯救生命，防止人们受伤，<strong>我认为FSD实现的安全水平可以超过人类驾驶10倍左右。</strong></p><p>过去电梯是怎么运行的？里边坐了电梯操作员，但是现在没有这样的操作员了，按一下按钮就可以到达所需楼层，车也是这样发展进化的，车以后也会是类似的。</p><p>我刚才提到安全性，这真的非常重要，人们在车里边花的时间非常多，我们希望车能够保持最高的安全性，人们在车上花的时间可能与在手机上花的时间类似。</p><p>人们在手机上做什么？可以处理工作，可以看电影，可以做其他很多事情。</p><p>如果车可以自己驾驶自己，那车内空间可以成为一种小的休息室，人们在这里可以享用愉快的时光，在这里我们什么也不用干，或者干自己想干的事情，车就可以带我们想去的目的地，这真的非常棒对吧？</p><p>在成本方面，我们认为自动驾驶的成本会非常低，这是个性化的公共交通运输，平均成本可以大幅降低。</p><p>这里，我们其实是可以综合考虑。现在的成本还是挺高的，<strong>我认为Cybercab的成本可能会随着我们业务进一步铺开，降低到0.2美元每英里左右</strong>，而现在我们看到交通成本是挺高的，每英里可能会高达1美元左右。</p><p>大家都可以拥有这样的出行服务，<strong>我们期待车辆成本应该会低于3万美元这样的水平。通过这样的车辆，我们可以开辟新的商业模式。</strong></p><p>我们希望我们的车队管理可以非常高效，非常少的人就可以管理大规模的车队，就像牧羊人照顾他们的羊群一样，一个人就可以管理非常大的车队，我认为这样的未来是非常光明的，这也是非常独特的事情。</p><p>其实我们一直在努力实现完全自动驾驶，在很多年时间中，我们一直在思考Model 3和Model Y已经有非常不错的FSD能力，现在我们又谈论Cybercab。</p><p>其实对于这样的产品推出的时间线我们还是比较乐观的，我们期望很快能够实现完全的无人监督FSD，<strong>明年在德州和加州，我们希望推出完全的无人监督的FSD</strong>，很明显，Model 3和Model Y是沿着这样的道路前进，我们预计下边会非常快的投产，针对自主或者说自动运输，我们实现了高度的优化。</p><p>对于整条时间线，我们持乐观的态度，<strong>2026年或许是2027年之前我们会大规模铺开这样的产品，我们将以非常大的量来生产Cybercab</strong>，在那之前，Model 3、Model Y、Model S等，他们的能力也会进一步提升。Model 3、Model Y将实现无人监督的FSD。</p><p>在监管方面，我们希望进一步去跟踪相关动态。美国的监管机构是我们首先会沟通的，之后在美国以外其他地方我们也会跟进监管的动态。</p><p><strong>在Cybercab的发展路线上，我们在未来会推出Cybercab 2</strong>，我们所有的车都会有非常不错的FSD能力。我们现在有数百万辆车在接受训练，这就像有数百万个用例在实时的去收集数据并且进行训练。</p><p>其实每一辆车它都有自己不同的使用场景，就像是数百万个生命在不停的发展，我们有这么多训练数据，显然FSD驾驶水平会比人类高得多，人不可能活100万次，但是我们有这么多的车一直在收集不同的数据，通过数据来不停的训练和优化，最终数据训练的结果，FSD让我们的车辆比人类驾驶更安全。我们解决方案是基于AI和计算机视觉，因此不需要非常昂贵的设备。</p><p>我们今天已经在放低Model 3、Model Y、Model S等车辆的生产成本。</p><p><strong>我们希望在Cybercab这一侧，也会去实现更好的硬件规格，那就是我们说的AI 5。我想AI 5在某种程度上是一种新的规范</strong>，如果一辆车每周行驶50小时，那么还剩100多小时可以利用，这就意味着还有非常多的算力是空闲的。如果我们有了车队，那这加起来会有多少的算力？那是非常多的。</p><p>因为这个车并不是每时每刻都在运行中，在闲置的时候算力就可以集成起来使用，我认为这非常有道理，逻辑也非常清晰，那自动驾驶的未来在这一块也会有更大的价值。</p><p><strong>我们设想的车没有方向盘，没有踏板，没有控制装置</strong>，这感觉真的非常棒。我们这里有非常多这样的车。这里我们也有设置非常多的不同场景，让车在不同场景去运行。我们希望车在这里可以行驶挺长一段时间，我们将这里的场景设置的比较乱，我们看一下这样的车是否可以真正的安全、顺畅地行驶过这样的空间。</p><p>此外我们还有感应充电，这是无线的，这就是我们应该去追求的充电方式。</p><p>有一件事情相当有趣，那就是我们到底如何通过我们的产品和技术来影响我们所居住的城市。当我们开车去城市里转悠时，会看到很多停车场，甚至有些城市到处都是停车场，如果整个出行环境都变成自动驾驶，其实停车场可以变成公园。</p><p>大家看一下在这里我们可以从不同的角度来观察停车空间，自动驾驶真的可以将停车场变得更美丽，甚至成为公园，这里有很多的机会让城市也变得更美好。我们所居住的城市有非常多这样的停车空间，这些停车空间可以变成绿色的空间，真的是非常棒的。</p><p>对于车的尺寸，不同的车主有不同的需求，如果大家需要比Model Y更大的车怎么办？<strong>我们这里就有Robovan</strong>，看起来是挺大的。大家想象一下，在街上看到这辆车是否会感觉到有非常强的未来感，好像是星球大战里边的东西，<strong>这辆车可以搭载20人，也可以运输货物。</strong></p><p>大家想一下这样的车对于城市、对于出行有了什么？<strong>Robovan可以以非常高的密度来实现更高效的出行，成本也可以大幅降低，每英里大概是5~10美分</strong>，Robovan出行体验可以进一步提升，出行的成本可以大幅降低。</p><p>其实之前，在我们的赛博旅行车上也看到了类似的特征，我们希望出行在我们的努力下得以改变，道路的外观在未来也会发生改变，未来应该更像未来。</p><p>接下来谈一下<a href=\"https://laohu8.com/S/300024\">机器人</a>，大家会想到什么？<strong>我们为车开发了很多东西，包括电池、电力、电子设备、高级电机、变速箱、软件、推理设备等，这一切都可以用于人形机器人，因为这些技术是通用的</strong>，我们可以将技术整合到机器人上，机器人有胳膊、有腿，而不是有轮子的机器人。</p><p>总体看来，它和人的形状差不多，在人形机器人上我们取得了不错的进展，我们有一排机器人在这里，他们都有自己的套装，我们年复一年的在此方面取得巨大进步，这样的机器人到底可以做什么？</p><p>其实任何人都可以拥有这样的机器人，大家可以拥有自己个人的人形机器人，我们可以从规模的角度来考虑一下，如果机器人大规模部署将会怎么样？</p><p><strong>如果规模铺开，成本也会大幅降低，可能两、三万美元，比一辆车还便宜一些</strong>，我们需要花一点时间来长期的优化这个产品，从根本上来讲，我们的人形机器人真的可以实现更多的可能性。</p><p>我认为，以后我们可以做到两、三万美元，就可以为大家提供一台这样的人形机器人，它可以做任何大家想做的事情，比如照顾孩子、遛狗、修剪草坪、去超市买东西，也可以为大家端一杯咖啡过来，大家想到日常的这些事情他都可以做。</p><p>作为伟大的产品，我认为全球80亿人每个人都应该想要这样的产品，这样的产品真的是非常好的伙伴，对吧？我想在地球上的80亿人里面，其实都会希望有像奥特曼这样的人形机器人伙伴。</p></body></html>","source":"lsy1728629525412","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>马斯克Robotaxi完整演讲实录！Cybercab正式亮相，将于2026年投入生产</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克Robotaxi完整演讲实录！Cybercab正式亮相，将于2026年投入生产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 14:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/8O0S862NHb-PtHFjW_9hSg><strong>天天智驾</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【直播回放】特斯拉“WE, ROBOT” 发布会美国当地时间10月10日晚（北京时间10月11日上午），特斯拉在“We, Robot”主题发布会上，正式发布Robotaxi（无人驾驶出租车），并命名为Cybercab，如下是特斯拉CEO马斯克的演讲全文：欢迎大家！我们今天晚上给大家准备了一场非常精彩的展示，我相信大家应该都会喜欢的。正如大家所见，我刚刚就搭乘着我们的Robotaxi无人驾驶出租车...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8O0S862NHb-PtHFjW_9hSg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5082382f80447c18c9e6a3b81b68beac","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://mp.weixin.qq.com/s/8O0S862NHb-PtHFjW_9hSg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162776210","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会美国当地时间10月10日晚（北京时间10月11日上午），特斯拉在“We, Robot”主题发布会上，正式发布Robotaxi（无人驾驶出租车），并命名为Cybercab，如下是特斯拉CEO马斯克的演讲全文：欢迎大家！我们今天晚上给大家准备了一场非常精彩的展示，我相信大家应该都会喜欢的。正如大家所见，我刚刚就搭乘着我们的Robotaxi无人驾驶出租车来到了这里，外面还有20多辆这样的车，这些Robotaxi一直都在路上行驶，而且车里是没有人驾驶的。今天晚上我们会有50辆搭载了完全自动驾驶能FSD的汽车在这边，大家可以看到有Model Y，也有Cybercab，全部都是无人驾驶的。Cybercab里面没有方向盘，也没有踏板。今天我们希望大家体现到的未来，是一个更加光明的未来，就像我们在考虑今天的交通的时候，有很多非常让人痛苦的通勤。如果你在洛杉矶开车的话，通勤可能会很久，除非你开的是特斯拉，因为特斯拉已经做得很好了，我指的就是有驾驶员监督情况下的FSD已经做得很好了。相信今天在场的各位应该有人已经使用了我们的监督版FSD完全自动驾驶能力，我们的FSD也会从有人监督的模式转向无人监督的完全自动驾驶模式，我们可以直接上车，然后车就可以自动把我们带去我们需要的目的地。当然这里也还有一个挑战，就是车辆的制造成本，要开车就需要花钱，买车要钱，保险也要钱，汽车停放也需要钱，真的非常贵。与此同时，我们要想一下车的使用频率，多久用一次？一周有168小时，一辆车每周可能只会用10~100小时，大部分时候车什么都不做，我们的车是完全自动驾驶的，我们可以将它的使用率提高5倍甚至10倍。在同一辆车身上，我们可以获得5倍或10倍的价值提升，每周其使用时间就可以突破100小时，甚至达到160多个小时，我们自己开车，很多时候都在寻找车位，让我们感到非常的烦恼，我们希望通过自动驾驶让这样的问题不复存在。因此我们的Robotaxi真的是非常棒的产品。Robotaxi其安全性还可以大幅提升，可以拯救生命，防止人们受伤，我认为FSD实现的安全水平可以超过人类驾驶10倍左右。过去电梯是怎么运行的？里边坐了电梯操作员，但是现在没有这样的操作员了，按一下按钮就可以到达所需楼层，车也是这样发展进化的，车以后也会是类似的。我刚才提到安全性，这真的非常重要，人们在车里边花的时间非常多，我们希望车能够保持最高的安全性，人们在车上花的时间可能与在手机上花的时间类似。人们在手机上做什么？可以处理工作，可以看电影，可以做其他很多事情。如果车可以自己驾驶自己，那车内空间可以成为一种小的休息室，人们在这里可以享用愉快的时光，在这里我们什么也不用干，或者干自己想干的事情，车就可以带我们想去的目的地，这真的非常棒对吧？在成本方面，我们认为自动驾驶的成本会非常低，这是个性化的公共交通运输，平均成本可以大幅降低。这里，我们其实是可以综合考虑。现在的成本还是挺高的，我认为Cybercab的成本可能会随着我们业务进一步铺开，降低到0.2美元每英里左右，而现在我们看到交通成本是挺高的，每英里可能会高达1美元左右。大家都可以拥有这样的出行服务，我们期待车辆成本应该会低于3万美元这样的水平。通过这样的车辆，我们可以开辟新的商业模式。我们希望我们的车队管理可以非常高效，非常少的人就可以管理大规模的车队，就像牧羊人照顾他们的羊群一样，一个人就可以管理非常大的车队，我认为这样的未来是非常光明的，这也是非常独特的事情。其实我们一直在努力实现完全自动驾驶，在很多年时间中，我们一直在思考Model 3和Model Y已经有非常不错的FSD能力，现在我们又谈论Cybercab。其实对于这样的产品推出的时间线我们还是比较乐观的，我们期望很快能够实现完全的无人监督FSD，明年在德州和加州，我们希望推出完全的无人监督的FSD，很明显，Model 3和Model Y是沿着这样的道路前进，我们预计下边会非常快的投产，针对自主或者说自动运输，我们实现了高度的优化。对于整条时间线，我们持乐观的态度，2026年或许是2027年之前我们会大规模铺开这样的产品，我们将以非常大的量来生产Cybercab，在那之前，Model 3、Model Y、Model S等，他们的能力也会进一步提升。Model 3、Model Y将实现无人监督的FSD。在监管方面，我们希望进一步去跟踪相关动态。美国的监管机构是我们首先会沟通的，之后在美国以外其他地方我们也会跟进监管的动态。在Cybercab的发展路线上，我们在未来会推出Cybercab 2，我们所有的车都会有非常不错的FSD能力。我们现在有数百万辆车在接受训练，这就像有数百万个用例在实时的去收集数据并且进行训练。其实每一辆车它都有自己不同的使用场景，就像是数百万个生命在不停的发展，我们有这么多训练数据，显然FSD驾驶水平会比人类高得多，人不可能活100万次，但是我们有这么多的车一直在收集不同的数据，通过数据来不停的训练和优化，最终数据训练的结果，FSD让我们的车辆比人类驾驶更安全。我们解决方案是基于AI和计算机视觉，因此不需要非常昂贵的设备。我们今天已经在放低Model 3、Model Y、Model S等车辆的生产成本。我们希望在Cybercab这一侧，也会去实现更好的硬件规格，那就是我们说的AI 5。我想AI 5在某种程度上是一种新的规范，如果一辆车每周行驶50小时，那么还剩100多小时可以利用，这就意味着还有非常多的算力是空闲的。如果我们有了车队，那这加起来会有多少的算力？那是非常多的。因为这个车并不是每时每刻都在运行中，在闲置的时候算力就可以集成起来使用，我认为这非常有道理，逻辑也非常清晰，那自动驾驶的未来在这一块也会有更大的价值。我们设想的车没有方向盘，没有踏板，没有控制装置，这感觉真的非常棒。我们这里有非常多这样的车。这里我们也有设置非常多的不同场景，让车在不同场景去运行。我们希望车在这里可以行驶挺长一段时间，我们将这里的场景设置的比较乱，我们看一下这样的车是否可以真正的安全、顺畅地行驶过这样的空间。此外我们还有感应充电，这是无线的，这就是我们应该去追求的充电方式。有一件事情相当有趣，那就是我们到底如何通过我们的产品和技术来影响我们所居住的城市。当我们开车去城市里转悠时，会看到很多停车场，甚至有些城市到处都是停车场，如果整个出行环境都变成自动驾驶，其实停车场可以变成公园。大家看一下在这里我们可以从不同的角度来观察停车空间，自动驾驶真的可以将停车场变得更美丽，甚至成为公园，这里有很多的机会让城市也变得更美好。我们所居住的城市有非常多这样的停车空间，这些停车空间可以变成绿色的空间，真的是非常棒的。对于车的尺寸，不同的车主有不同的需求，如果大家需要比Model Y更大的车怎么办？我们这里就有Robovan，看起来是挺大的。大家想象一下，在街上看到这辆车是否会感觉到有非常强的未来感，好像是星球大战里边的东西，这辆车可以搭载20人，也可以运输货物。大家想一下这样的车对于城市、对于出行有了什么？Robovan可以以非常高的密度来实现更高效的出行，成本也可以大幅降低，每英里大概是5~10美分，Robovan出行体验可以进一步提升，出行的成本可以大幅降低。其实之前，在我们的赛博旅行车上也看到了类似的特征，我们希望出行在我们的努力下得以改变，道路的外观在未来也会发生改变，未来应该更像未来。接下来谈一下机器人，大家会想到什么？我们为车开发了很多东西，包括电池、电力、电子设备、高级电机、变速箱、软件、推理设备等，这一切都可以用于人形机器人，因为这些技术是通用的，我们可以将技术整合到机器人上，机器人有胳膊、有腿，而不是有轮子的机器人。总体看来，它和人的形状差不多，在人形机器人上我们取得了不错的进展，我们有一排机器人在这里，他们都有自己的套装，我们年复一年的在此方面取得巨大进步，这样的机器人到底可以做什么？其实任何人都可以拥有这样的机器人，大家可以拥有自己个人的人形机器人，我们可以从规模的角度来考虑一下，如果机器人大规模部署将会怎么样？如果规模铺开，成本也会大幅降低，可能两、三万美元，比一辆车还便宜一些，我们需要花一点时间来长期的优化这个产品，从根本上来讲，我们的人形机器人真的可以实现更多的可能性。我认为，以后我们可以做到两、三万美元，就可以为大家提供一台这样的人形机器人，它可以做任何大家想做的事情，比如照顾孩子、遛狗、修剪草坪、去超市买东西，也可以为大家端一杯咖啡过来，大家想到日常的这些事情他都可以做。作为伟大的产品，我认为全球80亿人每个人都应该想要这样的产品，这样的产品真的是非常好的伙伴，对吧？我想在地球上的80亿人里面，其实都会希望有像奥特曼这样的人形机器人伙伴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358683465286024,"gmtCreate":1728609985140,"gmtModify":1728611016950,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>任何消息面在资金面前都是马后炮，只要资本要你涨，哪怕robottaxi再垃圾也能涨；只要资本要你跌做空你，哪怕你robottaxi明天就能量产，那么你也是垃圾。 tsl支撑点就在235","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>任何消息面在资金面前都是马后炮，只要资本要你涨，哪怕robottaxi再垃圾也能涨；只要资本要你跌做空你，哪怕你robottaxi明天就能量产，那么你也是垃圾。 tsl支撑点就在235","text":"$特斯拉(TSLA)$ 任何消息面在资金面前都是马后炮，只要资本要你涨，哪怕robottaxi再垃圾也能涨；只要资本要你跌做空你，哪怕你robottaxi明天就能量产，那么你也是垃圾。 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几次下跌都很难大跌基本都在慢慢吸筹修复，感觉跌破220好难，哪怕利空消息很多，但是看资金都在慢慢流入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358513658155248","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4129123957688940","idStr":"4129123957688940"},"content":"已经归零了md","text":"已经归零了md","html":"已经归零了md"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":312934531113280,"gmtCreate":1717422189400,"gmtModify":1717471802625,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"每天5000","avatar":"https://static.tigerbbs.com/acb82b11f84ce03a05a022c25e30f03f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576321177589538","authorIdStr":"3576321177589538"},"themes":[],"htmlText":"<a 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