空海有钱真好的个人主页 - 老虎社区

空海有钱真好

空海有钱真好

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IP属地：中国香港

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197粉丝

7主题

0勋章

空海有钱真好

11-15

我平仓了100.0股$特斯拉(TSLA)$ ,坚定看多

空海有钱真好

11-15

我开仓了$特斯拉(TSLA)$ ,坚定看多

空海有钱真好

11-18 20:47

$特斯拉(TSLA)$ 小编你是认真的吗？是不是把460写错成360了

空海有钱真好

11-15

我开仓了1757.0股$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,坚定看多

空海有钱真好

11-14

我开仓了$特斯拉(TSLA)$ ,坚定看多

空海有钱真好

11-11

我开仓了1614.0股$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,来看看我最新分享的订单！

空海有钱真好

11-11

我平仓了100.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

空海有钱真好

11-12

我平仓了100.0股$特斯拉(TSLA)$ ,坚定看多

空海有钱真好

11-12

我开仓了103.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

空海有钱真好

11-12

我开仓了103.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

空海有钱真好

11-12

我开仓了$特斯拉(TSLA)$ ,试用优惠券

空海有钱真好

11-12

我开仓了$特斯拉(TSLA)$ ,使用优惠券

空海有钱真好

11-12

我开仓了104.5631股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

空海有钱真好

11-12

我平仓了1614.0股$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,来看看我最新分享的订单！

空海有钱真好

11-12

我开仓了1570.0股$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,来看看我最新分享的订单！

空海有钱真好

11-11

我开仓了53.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

空海有钱真好

11-11

我开仓了1583.0股$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,来看看我最新分享的订单！

空海有钱真好

10-12

讲的出 "需求就那么多" 这种话, 就你这水平, 基础的经济学知识都没有, 就别当分析师了. 当供给增加, 价格就会下降. 当价格下降, 需求就会增长. 只要够便宜, 需求就会足够大. 至于堵车问题, 大家更多的用公共交通了, 怎么会堵车, 交通只会更顺畅, 堵车都是因为短时间车辆爆发上路导致的

特斯拉Robotaxi首秀啥都没“秀”，马斯克“打车网络”打得过Uber吗？

空海有钱真好

10-03

终于跌了，对美股的吸血太严重了

美股夜盘｜热门中概股、中国资产ETF集体转跌，三倍做多富时中国ETF-Direxion跌超9%

空海有钱真好

09-25

从3万亿的总市值里面卖掉7亿，这就就要套现？这叫哪里零花钱出来花花

黄仁勋本轮“套现”完成，共出售超7亿美元股票

去老虎APP查看更多动态

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,坚定看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371245687255392","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667699676929","authorId":"3527667699676929","name":"小虎交易笔记","avatar":"https://static.tigerbbs.com/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667699676929","idStr":"3527667699676929"},"content":"你好，我是老虎的工作人员，能联系你一下吗？如果方便您先留一个您的邮箱，我给您发一封邮件（注意识别，我是用老虎官方邮箱给你发的邮件），谢谢。[得意][开心]","text":"你好，我是老虎的工作人员，能联系你一下吗？如果方便您先留一个您的邮箱，我给您发一封邮件（注意识别，我是用老虎官方邮箱给你发的邮件），谢谢。[得意][开心]","html":"你好，我是老虎的工作人员，能联系你一下吗？如果方便您先留一个您的邮箱，我给您发一封邮件（注意识别，我是用老虎官方邮箱给你发的邮件），谢谢。[得意][开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371371107323984,"gmtCreate":1731675806507,"gmtModify":1731676183936,"author":{"id":"3576583631514648","authorId":"3576583631514648","name":"空海有钱真好","avatar":"https://static.tigerbbs.com/040cfbd732d27eb1d87ad9c7978d0af5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576583631514648","idStr":"3576583631514648"},"themes":[],"htmlText":"我开仓了100.0股<a 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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369841586921496","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359092704690192,"gmtCreate":1728709599169,"gmtModify":1728709601958,"author":{"id":"3576583631514648","authorId":"3576583631514648","name":"空海有钱真好","avatar":"https://static.tigerbbs.com/040cfbd732d27eb1d87ad9c7978d0af5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576583631514648","authorIdStr":"3576583631514648"},"themes":[],"htmlText":"讲的出 \"需求就那么多\" 这种话, 就你这水平, 基础的经济学知识都没有, 就别当分析师了. 当供给增加, 价格就会下降. 当价格下降, 需求就会增长. 只要够便宜, 需求就会足够大. 至于堵车问题, 大家更多的用公共交通了, 怎么会堵车, 交通只会更顺畅, 堵车都是因为短时间车辆爆发上路导致的","listText":"讲的出 \"需求就那么多\" 这种话, 就你这水平, 基础的经济学知识都没有, 就别当分析师了. 当供给增加, 价格就会下降. 当价格下降, 需求就会增长. 只要够便宜, 需求就会足够大. 至于堵车问题, 大家更多的用公共交通了, 怎么会堵车, 交通只会更顺畅, 堵车都是因为短时间车辆爆发上路导致的","text":"讲的出 \"需求就那么多\" 这种话, 就你这水平, 基础的经济学知识都没有, 就别当分析师了. 当供给增加, 价格就会下降. 当价格下降, 需求就会增长. 只要够便宜, 需求就会足够大. 至于堵车问题, 大家更多的用公共交通了, 怎么会堵车, 交通只会更顺畅, 堵车都是因为短时间车辆爆发上路导致的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359092704690192","repostId":"2474209958","repostType":2,"repost":{"id":"2474209958","pubTimestamp":1728651030,"share":"https://www.laohu8.com/m/news/2474209958?lang=&edition=full","pubTime":"2024-10-11 20:50","market":"us","language":"zh","title":"特斯拉Robotaxi首秀啥都没“秀”，马斯克“打车网络”打得过Uber吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2474209958","media":"适道","summary":"万众期待的特斯拉Robotaxi终于揭开了面纱！一方面，在今年6月特斯拉股东大会上，马斯克的“饼”画大了。例如，去年10月，通用汽车旗下Cruise大规模停运Robotaxi。不认为特斯拉能在短时间内部署一支Robotaxi车队。反正在本场首秀上，特斯拉Robotaxi的观感称不上惊艳。他指出，相较于Uber和Lyft，特斯拉Robotaxi能节约41%的成本；而相较于现在的Waymo，则能节约21%的成本。","content":"<html><body><p>作者：Rika</p><p>编辑：狮刀</p><p>本文图片来源：网络配图</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_41/691EBA18FC204A27CD40A667A314BC6049969CE7_size123_w864_h344.png\"/></p><p>虽迟但到！万众期待的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Robotaxi终于揭开了面纱！</p><p>只不过，面纱背后没啥好看的。</p><p>本次发布会在加州伯班克的华纳兄弟电影制片厂举行。该场地模拟了一个郊区环境，能够让特斯拉顺利地展示其自动驾驶能力。<strong>换句话说，场地路况简单，特斯拉无需处理实际交通的意外情况，避免现场“翻车”。</strong></p><p>迟到近1个小时后，马斯克坐着一辆炫酷的银色Cybercab来到现场。该说不说，这款带有蝶翼门的两门车，比路透照的黄色车子好看不少！只是看完才知道，整场发布会最好看的部分到此为止。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_41/2720CB2D15C971CBD3169B0CF13DAA840DC6CF46_size668_w866_h584.png\"/></p><p><strong>以下是发布会重点信息：</strong></p><p><strong>1、马斯克表示，特斯拉目前至少拥有20辆Cybercab，并在此次活动中展示了50辆搭载完全无人驾驶能力FSD 的汽车。</strong></p><p><strong>2、马斯克表示，FSD 驾驶水平比人类高得多，安全水平可超人类驾驶十倍左右。</strong></p><p><strong>3、Cybercab没有方向盘、踏板、控制器，未来或将采用无线感应充电。</strong></p><p><strong>4、Cybercab预计成本低于30,000美元。随着时间的推移，预计Cybercab运营成本将为每英里约0.2美元（约为0.125美元/公里），含税价格可能为每英里0.3或0.4美元（0.19或0.25美元/公里）。</strong></p><p><strong>5、马斯克透露，Cybercab预计2026年、2027年前进入量产阶段。在此之前，特斯拉会在加州和德州推出无监督版FSD Model 3和Model Y。</strong></p><p><strong>5、特斯拉发布了一款名为Robovan的<a href=\"https://laohu8.com/S/300024\">机器人</a>货车，可以容纳多达20人。出行成本可以大幅降低，每英里约10-15美分。</strong></p><p><strong>6、特斯拉Optimus机器人 （正式版）登场，预计价格在28,000至30,000美元之间，但未透露该机器人具体的上市时间表。</strong></p><p>展会的最后，几台机器人伴随着灯光秀在舞台上跳舞，表演结束。</p><p><strong>用一句话形容这场秀——“雷声大，雨点小”。</strong></p><p><strong>一方面，在今年6月特斯拉股东大会上，马斯克的“饼”画大了。</strong></p><p>“Robotaxi将为公司市值带来5到10万亿美元的增长，加上人形机器人Optimus的贡献，最终特斯拉总市值将达到眼下<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的10倍，超过30万亿美元。”</p><p>“目前，Cybertruck一周内的产量达到了创纪录的1300辆，目标是年底达到2500台/周。”</p><p><strong>另一方面，马师傅很擅长“做饼”，但商业模式还需细想。</strong></p><p>“特斯拉车主将能在自己的车辆空闲时将他们的汽车添加到车队中，搭载FSD完全自动驾驶能力的特斯拉能‘自己开出去’赚钱，类似于Airbnb和Uber。”</p><p>“私家车的使用成本包括停车费等等，使用率严重不足，而在接入特斯拉网络后，大幅提高车辆利用率也让你的成本支出更加划算”。</p><p>“就像牧羊人管理一群羊，未来一个人也可以管理一支车队。”</p><p>“从此，停车场可以改造为公园。”</p><p><strong>私以为，整场最大亮点是一句话：“预计Cybercab成本低于30,000美元”。毕竟，降成本既是马斯克的过人之处，同时也是其实现特斯拉蓝图的必经之路。</strong></p><p>1</p><p><strong>“端到端”能迎来自驾GPT时刻吗？</strong></p><p>自动驾驶分化出两条技术路线。</p><p><strong>一条路线是传统自动驾驶算法（感知-决策-规划-控制的多模块算法）。</strong> 例如<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Waymo在感知模块上，采用了摄像头、激光雷达和毫米波雷达的多元融合方案，实现对周围环境的全方位、高精度感知。<strong>走同样路线的还包括<a href=\"https://laohu8.com/S/BIDU\">百度</a>萝卜快跑、<a href=\"https://laohu8.com/S/WRD\">文远知行</a>、小马智行等等。</strong></p><p><strong>另一条路线是更为激进的“端到端”，例如特斯拉。</strong> 其FSD V12系统通过深度学习模型，能够直接从原始传感器数据中提取信息，实现了从感知到控制的无缝连接，极大地提升了自动驾驶的效率。最新FSD V12.5.4版本则实现了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>召唤，允许用户使用手机将车辆召唤至身边或附近可选择区域。</p><p>借用大神Andrej Karpathy的话：“Waymo现在看似领先，但如果展望未来十年，看谁真正实现了规模化运营并且从中获得大部分收入，我认为特斯拉在这方面占据优势。”</p><p><strong>原因一：更高的天花板&amp;更低的地板</strong></p><p>在传统自动驾驶算法路线下，所有模块都是分开单独做，然后堆叠在一起。即使每个模块的准确率达到99%，整个方案的准确率也存在“天花板”。</p><p>例如，去年10月，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>旗下Cruise大规模停运Robotaxi。原因是，一位行人被另一辆有人驾驶的汽车猛烈撞击后，被甩至Cruise Robotaxi前方。接着，这名行人被Cruise拖行了20英尺（约6米）。例如，在旧金山，几辆Robotaxi堵了一条窄路，消防车不得不绕道救火；一辆Robotaxi困在消防作业区域附近，影响消防员工作。</p><p>遗憾的是，由于系统复杂度非常高，类似的很多问题需要工程师一个个手动调整。正因如此，依赖于传统自动驾驶系统的公司在经历了“潮起潮落”和“泡沫”后，最终回归了渐进式的路线，没有迎来横空出世的“GPT时刻”。</p><p><strong>马斯克的评价是：Waymo有非常本地化的解决方案，需要高精地图绘制。它相当脆弱。我认为他们的扩张能力是有限的。</strong> 而我们的解决方案（端到端）是一种通用解决方案。</p><p>事实确实如此，端到端路线作为一种更合理的进化方向，得益于大规模神经网络学习的突破，超越传统方案，被行业寄予厚望。</p><p>而在这条路线上，特斯拉可谓是一家独大。其第三代FSD芯片AI5，据称推理稳定性与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的A100和V100相当；遍布全球的特斯拉每天能收集数百万英里价值的驾驶数据——从日常通勤到Corner case（极端情况）。毕竟，马斯克可是亲口说，“如果一辆车每周行驶 50 多小时，还有 100多小时空闲，一亿辆车的算力非常多，可以在闲置时集成使用，自动驾驶在这方面有很大价值。”</p><p><strong>特斯拉的问题是——未来的天花板更高，但现在的地板也更低。</strong></p><p>Bernstein市场分析师指出，L4级别的自动驾驶是实现真正Robotaxi服务的一个明确的先决条件，而特斯拉目前能提供的FSD仅仅是L2+级别。</p><p>根据多位大佬对特斯拉FSD的反馈。</p><p>Ted掌门人Chris Anderson：在每天1.5小时通勤中，特斯拉会3、4次脱离自动驾驶；Waymo可以为消防车让路，特斯拉做不到。不认为特斯拉能在短时间内部署一支Robotaxi车队。</p><p>资深记者Timothy B. Lee：特斯拉上车45分钟，自己上手2次；Waymo上车两个小时，安全且平稳。Lee专门写了一篇吐槽文章《Waymo在下象棋，而特斯拉还在下跳棋》，文章指出：特斯拉的自动驾驶比2018年的Waymo好一丢丢，但还不如2020年的Waymo。</p><p>反正在本场首秀上，特斯拉Robotaxi的观感称不上惊艳。</p><p><strong>原因二：成本是必争之地</strong></p><p>Waymo是著名的“烧钱黑洞”。今年7月，母公司Alphabet再次向Waymo输血50亿美元。马斯克的评论是“Waymo money（笑哭）”。</p><p>目前，每台Waymo的硬件成本在14万美元左右，毕竟后面背着两块A100显卡；使用寿命仅仅4年。根据Alphabet第二季度财报，Waymo所属的“其他业务”板块在该季度的亏损额达到了11.3亿美元。</p><p><strong>至于特斯拉，先不说性能。一辆Cybercab成本低于30,000美元，也就是Waymo的21%。</strong></p><p>如此一来，大摩策略分析师Brian Nowak的预测略显保守。他指出，相较于Uber和Lyft，特斯拉Robotaxi能节约41%的成本；而相较于现在的Waymo，则能节约21%的成本。<strong>如果特斯拉能够比Waymo更快地推出一个可行的L4产品，达到规模生产并降低成本，将对Waymo、Uber和Lyft都构成威胁。</strong></p><p>成本解决了，重点就看Cybercab量产后的性能了。<strong>但Wolfe Research 分析师 Shweta Khajuria预测，特斯拉距离实现完全自动驾驶还有几年时间。</strong></p><p>2</p><p><strong>特斯拉打得过Uber+Waymo吗？</strong></p><p>来，我们看看马斯克造的梦（画的饼）—— “大家都可以拥有这样的出行服务，车辆成本低于 3万美元，通过这样的车辆可以开辟新商业模式。想想如今像Lift 这样的出行平台的管理方式，希望车队管理高效，像牧羊人照顾羊群一样，一个人就能管理大规模车队，这非常酷，未来很光明。”</p><p>即，特斯拉的造车对手是Waymo，打车对手是Uber。</p><p>谁能赢下战争？或许不是一场“零和游戏”。</p><p>今年8月，Uber CEO Dara Khosrowshahi在一次播客采访中说道：“我不认为这是一个零和世界。例如，在餐饮界，<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、达美乐等等都有直接面向消费者的渠道，但当他们想最大化餐厅利用率时，结论最终是与市场平台合作。我认为汽车行业也会是类似的情况。”</p><p>一个出于焦虑，一个出于分摊成本，目前Waymo已经与Uber开展合作，在明年进军两个新市场：奥斯汀和亚特兰大。Waymo的新捷豹I-Pace车队将通过Uber为打车用户服务。Uber负责保持车辆清洁和维护；Waymo管理传感器硬件、软件和乘客支持。</p><p>与此同时，Uber也表达了对特斯拉的兴趣。不知道马斯克作何感想。</p><p>而根据Wolfe Research 分析师团队预测：“在最坏的情况下（可能性很低），即使大多数自动驾驶不与 Uber 的合作，<strong>即使大部分自动驾驶市场份额是以 Uber 失去市场份额为代价，Uber的利润也只会有个位数到低双位数的百分比下滑。”</strong></p><p>因为Uber运营的是市场。</p><p>首先，大规模网络的创建极其困难，一旦建立起来，却很难被打破。其次，Uber不是租车公司，它不需要为大多数成本买单——不用买车辆，也不是真正地给司机付工资。</p><p>反过来看，如果Waymo和特斯拉Robotaxi取代了Uber的人类司机，会发生什么？</p><p>它们一定会建立自己的“打车网络”，由此会带来运营庞大车队的高昂成本和复杂性。</p><p>特斯拉也逃不过。举个例子。如果你去打工了，你的特斯拉No.1、No.2、No.3也去打工了。毕竟马斯克说过“像牧羊人照顾羊群一样，一个人就能管理大规模车队。”</p><p>突然，你的特斯拉No.1不慎爆胎了；特斯拉No.2眼神不好雨天撞树了；特斯拉No.3感应充电突然瓦特了。。。。请问你要先去照看哪只羊？车里的乘客怎么办？</p><p>还是说，你要找特斯拉专业服务团队？运营这么一支庞大的队伍，成本是算在谁头上？万一出交通事故了，法律责任要如何划分？</p><p>马斯克画的饼，不是特别敢细想。</p><p>具体来看，一个纯粹的自动驾驶“打车网络”在扩展时要面临的挑战包括——底层技术、监管审批、建立足够大的供应基础以运营高质量的网络（尤其是在乘客最需要服务的高峰时段），以及最终让客户接受这一服务的过程。</p><p>而在上述一连串的复杂过程中，Uber们完全可以继续扮演“需求聚合者”和“战略合作伙伴”的角色，发光发热。</p><p><strong>对了，马斯克还特别点出了“空驶”问题：</strong> “考虑车的使用频率，一周有 168小时，可能车每周只用 10 —100 小时，大部分时候车什么都不做。如果车是完全自动驾驶，可以将使用率提高 5 —10 倍，获得 5 —10 倍的价值提升，每周使用时间可突破 100小时甚至达到 160 多小时。”</p><p>有没有一种可能，当Uber的人类司机不载客时，公司不需要分摊收入。而对于Robotaxi，即使车上没有乘客，大多数这些固定成本仍然存在。数据显示，截止今年5月，Waymo网络每天“空驶时间”为60%-70%，“空驶里程”为30%-40%。”</p><p>嗯，需求就那么多。特斯拉凭什么觉得自己可以做得更好呢？万一造成交通堵塞怎么办……</p><p>总而言之，无论Waymo和特斯拉Robotaxi多么出色，都要迅速地让Robotaxi的座位坐满。而这正是Uber们“打车网络”的用武之地。</p><p>END</p></body></html>","source":"fenghuang_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>特斯拉Robotaxi首秀啥都没“秀”，马斯克“打车网络”打得过Uber吗？</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特斯拉Robotaxi首秀啥都没“秀”，马斯克“打车网络”打得过Uber吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8dbJ5SGivcx><strong>适道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：Rika编辑：狮刀本文图片来源：网络配图虽迟但到！万众期待的特斯拉Robotaxi终于揭开了面纱！只不过，面纱背后没啥好看的。本次发布会在加州伯班克的华纳兄弟电影制片厂举行。该场地模拟了一个郊区环境，能够让特斯拉顺利地展示其自动驾驶能力。换句话说，场地路况简单，特斯拉无需处理实际交通的意外情况，避免现场“翻车”。迟到近1个小时后，马斯克坐着一辆炫酷的银色Cybercab来到现场。该说不说，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8dbJ5SGivcx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4592":"伊斯兰概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","GOOGL":"谷歌A","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4581":"高盛持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME 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ACC"},"source_url":"https://tech.ifeng.com/c/8dbJ5SGivcx","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474209958","content_text":"作者：Rika编辑：狮刀本文图片来源：网络配图虽迟但到！万众期待的特斯拉Robotaxi终于揭开了面纱！只不过，面纱背后没啥好看的。本次发布会在加州伯班克的华纳兄弟电影制片厂举行。该场地模拟了一个郊区环境，能够让特斯拉顺利地展示其自动驾驶能力。换句话说，场地路况简单，特斯拉无需处理实际交通的意外情况，避免现场“翻车”。迟到近1个小时后，马斯克坐着一辆炫酷的银色Cybercab来到现场。该说不说，这款带有蝶翼门的两门车，比路透照的黄色车子好看不少！只是看完才知道，整场发布会最好看的部分到此为止。以下是发布会重点信息：1、马斯克表示，特斯拉目前至少拥有20辆Cybercab，并在此次活动中展示了50辆搭载完全无人驾驶能力FSD 的汽车。2、马斯克表示，FSD 驾驶水平比人类高得多，安全水平可超人类驾驶十倍左右。3、Cybercab没有方向盘、踏板、控制器，未来或将采用无线感应充电。4、Cybercab预计成本低于30,000美元。随着时间的推移，预计Cybercab运营成本将为每英里约0.2美元（约为0.125美元/公里），含税价格可能为每英里0.3或0.4美元（0.19或0.25美元/公里）。5、马斯克透露，Cybercab预计2026年、2027年前进入量产阶段。在此之前，特斯拉会在加州和德州推出无监督版FSD Model 3和Model Y。5、特斯拉发布了一款名为Robovan的机器人货车，可以容纳多达20人。出行成本可以大幅降低，每英里约10-15美分。6、特斯拉Optimus机器人 （正式版）登场，预计价格在28,000至30,000美元之间，但未透露该机器人具体的上市时间表。展会的最后，几台机器人伴随着灯光秀在舞台上跳舞，表演结束。用一句话形容这场秀——“雷声大，雨点小”。一方面，在今年6月特斯拉股东大会上，马斯克的“饼”画大了。“Robotaxi将为公司市值带来5到10万亿美元的增长，加上人形机器人Optimus的贡献，最终特斯拉总市值将达到眼下苹果的10倍，超过30万亿美元。”“目前，Cybertruck一周内的产量达到了创纪录的1300辆，目标是年底达到2500台/周。”另一方面，马师傅很擅长“做饼”，但商业模式还需细想。“特斯拉车主将能在自己的车辆空闲时将他们的汽车添加到车队中，搭载FSD完全自动驾驶能力的特斯拉能‘自己开出去’赚钱，类似于Airbnb和Uber。”“私家车的使用成本包括停车费等等，使用率严重不足，而在接入特斯拉网络后，大幅提高车辆利用率也让你的成本支出更加划算”。“就像牧羊人管理一群羊，未来一个人也可以管理一支车队。”“从此，停车场可以改造为公园。”私以为，整场最大亮点是一句话：“预计Cybercab成本低于30,000美元”。毕竟，降成本既是马斯克的过人之处，同时也是其实现特斯拉蓝图的必经之路。1“端到端”能迎来自驾GPT时刻吗？自动驾驶分化出两条技术路线。一条路线是传统自动驾驶算法（感知-决策-规划-控制的多模块算法）。 例如谷歌Waymo在感知模块上，采用了摄像头、激光雷达和毫米波雷达的多元融合方案，实现对周围环境的全方位、高精度感知。走同样路线的还包括百度萝卜快跑、文远知行、小马智行等等。另一条路线是更为激进的“端到端”，例如特斯拉。 其FSD V12系统通过深度学习模型，能够直接从原始传感器数据中提取信息，实现了从感知到控制的无缝连接，极大地提升了自动驾驶的效率。最新FSD V12.5.4版本则实现了智能召唤，允许用户使用手机将车辆召唤至身边或附近可选择区域。借用大神Andrej Karpathy的话：“Waymo现在看似领先，但如果展望未来十年，看谁真正实现了规模化运营并且从中获得大部分收入，我认为特斯拉在这方面占据优势。”原因一：更高的天花板&更低的地板在传统自动驾驶算法路线下，所有模块都是分开单独做，然后堆叠在一起。即使每个模块的准确率达到99%，整个方案的准确率也存在“天花板”。例如，去年10月，通用汽车旗下Cruise大规模停运Robotaxi。原因是，一位行人被另一辆有人驾驶的汽车猛烈撞击后，被甩至Cruise Robotaxi前方。接着，这名行人被Cruise拖行了20英尺（约6米）。例如，在旧金山，几辆Robotaxi堵了一条窄路，消防车不得不绕道救火；一辆Robotaxi困在消防作业区域附近，影响消防员工作。遗憾的是，由于系统复杂度非常高，类似的很多问题需要工程师一个个手动调整。正因如此，依赖于传统自动驾驶系统的公司在经历了“潮起潮落”和“泡沫”后，最终回归了渐进式的路线，没有迎来横空出世的“GPT时刻”。马斯克的评价是：Waymo有非常本地化的解决方案，需要高精地图绘制。它相当脆弱。我认为他们的扩张能力是有限的。 而我们的解决方案（端到端）是一种通用解决方案。事实确实如此，端到端路线作为一种更合理的进化方向，得益于大规模神经网络学习的突破，超越传统方案，被行业寄予厚望。而在这条路线上，特斯拉可谓是一家独大。其第三代FSD芯片AI5，据称推理稳定性与英伟达的A100和V100相当；遍布全球的特斯拉每天能收集数百万英里价值的驾驶数据——从日常通勤到Corner case（极端情况）。毕竟，马斯克可是亲口说，“如果一辆车每周行驶 50 多小时，还有 100多小时空闲，一亿辆车的算力非常多，可以在闲置时集成使用，自动驾驶在这方面有很大价值。”特斯拉的问题是——未来的天花板更高，但现在的地板也更低。Bernstein市场分析师指出，L4级别的自动驾驶是实现真正Robotaxi服务的一个明确的先决条件，而特斯拉目前能提供的FSD仅仅是L2+级别。根据多位大佬对特斯拉FSD的反馈。Ted掌门人Chris Anderson：在每天1.5小时通勤中，特斯拉会3、4次脱离自动驾驶；Waymo可以为消防车让路，特斯拉做不到。不认为特斯拉能在短时间内部署一支Robotaxi车队。资深记者Timothy B. Lee：特斯拉上车45分钟，自己上手2次；Waymo上车两个小时，安全且平稳。Lee专门写了一篇吐槽文章《Waymo在下象棋，而特斯拉还在下跳棋》，文章指出：特斯拉的自动驾驶比2018年的Waymo好一丢丢，但还不如2020年的Waymo。反正在本场首秀上，特斯拉Robotaxi的观感称不上惊艳。原因二：成本是必争之地Waymo是著名的“烧钱黑洞”。今年7月，母公司Alphabet再次向Waymo输血50亿美元。马斯克的评论是“Waymo money（笑哭）”。目前，每台Waymo的硬件成本在14万美元左右，毕竟后面背着两块A100显卡；使用寿命仅仅4年。根据Alphabet第二季度财报，Waymo所属的“其他业务”板块在该季度的亏损额达到了11.3亿美元。至于特斯拉，先不说性能。一辆Cybercab成本低于30,000美元，也就是Waymo的21%。如此一来，大摩策略分析师Brian Nowak的预测略显保守。他指出，相较于Uber和Lyft，特斯拉Robotaxi能节约41%的成本；而相较于现在的Waymo，则能节约21%的成本。如果特斯拉能够比Waymo更快地推出一个可行的L4产品，达到规模生产并降低成本，将对Waymo、Uber和Lyft都构成威胁。成本解决了，重点就看Cybercab量产后的性能了。但Wolfe Research 分析师 Shweta Khajuria预测，特斯拉距离实现完全自动驾驶还有几年时间。2特斯拉打得过Uber+Waymo吗？来，我们看看马斯克造的梦（画的饼）—— “大家都可以拥有这样的出行服务，车辆成本低于 3万美元，通过这样的车辆可以开辟新商业模式。想想如今像Lift 这样的出行平台的管理方式，希望车队管理高效，像牧羊人照顾羊群一样，一个人就能管理大规模车队，这非常酷，未来很光明。”即，特斯拉的造车对手是Waymo，打车对手是Uber。谁能赢下战争？或许不是一场“零和游戏”。今年8月，Uber CEO Dara Khosrowshahi在一次播客采访中说道：“我不认为这是一个零和世界。例如，在餐饮界，麦当劳、星巴克、达美乐等等都有直接面向消费者的渠道，但当他们想最大化餐厅利用率时，结论最终是与市场平台合作。我认为汽车行业也会是类似的情况。”一个出于焦虑，一个出于分摊成本，目前Waymo已经与Uber开展合作，在明年进军两个新市场：奥斯汀和亚特兰大。Waymo的新捷豹I-Pace车队将通过Uber为打车用户服务。Uber负责保持车辆清洁和维护；Waymo管理传感器硬件、软件和乘客支持。与此同时，Uber也表达了对特斯拉的兴趣。不知道马斯克作何感想。而根据Wolfe Research 分析师团队预测：“在最坏的情况下（可能性很低），即使大多数自动驾驶不与 Uber 的合作，即使大部分自动驾驶市场份额是以 Uber 失去市场份额为代价，Uber的利润也只会有个位数到低双位数的百分比下滑。”因为Uber运营的是市场。首先，大规模网络的创建极其困难，一旦建立起来，却很难被打破。其次，Uber不是租车公司，它不需要为大多数成本买单——不用买车辆，也不是真正地给司机付工资。反过来看，如果Waymo和特斯拉Robotaxi取代了Uber的人类司机，会发生什么？它们一定会建立自己的“打车网络”，由此会带来运营庞大车队的高昂成本和复杂性。特斯拉也逃不过。举个例子。如果你去打工了，你的特斯拉No.1、No.2、No.3也去打工了。毕竟马斯克说过“像牧羊人照顾羊群一样，一个人就能管理大规模车队。”突然，你的特斯拉No.1不慎爆胎了；特斯拉No.2眼神不好雨天撞树了；特斯拉No.3感应充电突然瓦特了。。。。请问你要先去照看哪只羊？车里的乘客怎么办？还是说，你要找特斯拉专业服务团队？运营这么一支庞大的队伍，成本是算在谁头上？万一出交通事故了，法律责任要如何划分？马斯克画的饼，不是特别敢细想。具体来看，一个纯粹的自动驾驶“打车网络”在扩展时要面临的挑战包括——底层技术、监管审批、建立足够大的供应基础以运营高质量的网络（尤其是在乘客最需要服务的高峰时段），以及最终让客户接受这一服务的过程。而在上述一连串的复杂过程中，Uber们完全可以继续扮演“需求聚合者”和“战略合作伙伴”的角色，发光发热。对了，马斯克还特别点出了“空驶”问题： “考虑车的使用频率，一周有 168小时，可能车每周只用 10 —100 小时，大部分时候车什么都不做。如果车是完全自动驾驶，可以将使用率提高 5 —10 倍，获得 5 —10 倍的价值提升，每周使用时间可突破 100小时甚至达到 160 多小时。”有没有一种可能，当Uber的人类司机不载客时，公司不需要分摊收入。而对于Robotaxi，即使车上没有乘客，大多数这些固定成本仍然存在。数据显示，截止今年5月，Waymo网络每天“空驶时间”为60%-70%，“空驶里程”为30%-40%。”嗯，需求就那么多。特斯拉凭什么觉得自己可以做得更好呢？万一造成交通堵塞怎么办……总而言之，无论Waymo和特斯拉Robotaxi多么出色，都要迅速地让Robotaxi的座位坐满。而这正是Uber们“打车网络”的用武之地。END","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355987422257384,"gmtCreate":1727920458534,"gmtModify":1727920460359,"author":{"id":"3576583631514648","authorId":"3576583631514648","name":"空海有钱真好","avatar":"https://static.tigerbbs.com/040cfbd732d27eb1d87ad9c7978d0af5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576583631514648","authorIdStr":"3576583631514648"},"themes":[],"htmlText":"终于跌了，对美股的吸血太严重了","listText":"终于跌了，对美股的吸血太严重了","text":"终于跌了，对美股的吸血太严重了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355987422257384","repostId":"1106326545","repostType":2,"repost":{"id":"1106326545","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":1727920100,"share":"https://www.laohu8.com/m/news/1106326545?lang=&edition=full","pubTime":"2024-10-03 09:48","market":"us","language":"zh","title":"美股夜盘｜热门中概股、中国资产ETF集体转跌，三倍做多富时中国ETF-Direxion跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106326545","media":"老虎资讯综合","summary":"10月3日，美股夜盘时段，热门中概股、中国资产ETF快速回调，$好未来(TAL)$跌超8%，$爱奇艺(IQ)$跌超7%，$哔哩哔哩(BILI)$、$小鹏汽车(XPEV)$跌超4%，$拼多多(PDD)$、$京东(JD)$、$蔚来(NIO)$跌超3%，$阿里巴巴(BABA)$、$理想汽车(LI)$跌超2%。$三倍做多富时中国ETF-Direxion(YINN)$跌超9%，$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$跌近9%，，$中国大盘股ETF-$iShares(EEMA)$(FXI)$跌超3%，$中国ETF-iShares MSCI(MCHI)$跌超2%。","content":"<html><head></head><body><p>10月3日，美股夜盘时段，热门中概股、中国资产ETF集体转跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超8%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超7%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p><a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>跌超9%，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETF-Direxion</a>跌近9%，<a href=\"https://laohu8.com/S/FXI\">中国大盘股ETF-iShares</a>跌超3%，<a href=\"https://laohu8.com/S/MCHI\">中国ETF-iShares MSCI</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b66950c69e4d787b9fd1f40b7bb9552d\" title=\"\" tg-width=\"850\" tg-height=\"829\"/></p></body></html>","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>美股夜盘｜热门中概股、中国资产ETF集体转跌，三倍做多富时中国ETF-Direxion跌超9%</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美股夜盘｜热门中概股、中国资产ETF集体转跌，三倍做多富时中国ETF-Direxion跌超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-03 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月3日，美股夜盘时段，热门中概股、中国资产ETF集体转跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超8%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超7%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p><a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>跌超9%，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETF-Direxion</a>跌近9%，<a href=\"https://laohu8.com/S/FXI\">中国大盘股ETF-iShares</a>跌超3%，<a href=\"https://laohu8.com/S/MCHI\">中国ETF-iShares MSCI</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b66950c69e4d787b9fd1f40b7bb9552d\" title=\"\" tg-width=\"850\" tg-height=\"829\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","TTTN":"老虎中美互联网巨头ETF","BK4588":"碎股","YINN":"三倍做多富时中国ETF-Direxion","FDN":"First Trust Dow Jones Internet I"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106326545","content_text":"10月3日，美股夜盘时段，热门中概股、中国资产ETF集体转跌，好未来跌超8%，爱奇艺跌超7%，哔哩哔哩、小鹏汽车跌超4%，拼多多、京东、蔚来跌超3%，阿里巴巴、理想汽车跌超2%。三倍做多富时中国ETF-Direxion跌超9%，两倍做多沪深中国互联网股票ETF-Direxion跌近9%，中国大盘股ETF-iShares跌超3%，中国ETF-iShares MSCI跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353130819428496,"gmtCreate":1727222691112,"gmtModify":1727222693080,"author":{"id":"3576583631514648","authorId":"3576583631514648","name":"空海有钱真好","avatar":"https://static.tigerbbs.com/040cfbd732d27eb1d87ad9c7978d0af5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576583631514648","authorIdStr":"3576583631514648"},"themes":[],"htmlText":"从3万亿的总市值里面卖掉7亿，这就就要套现？这叫哪里零花钱出来花花","listText":"从3万亿的总市值里面卖掉7亿，这就就要套现？这叫哪里零花钱出来花花","text":"从3万亿的总市值里面卖掉7亿，这就就要套现？这叫哪里零花钱出来花花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353130819428496","repostId":"2470841783","repostType":2,"repost":{"id":"2470841783","pubTimestamp":1727216602,"share":"https://www.laohu8.com/m/news/2470841783?lang=&edition=full","pubTime":"2024-09-25 06:23","market":"us","language":"zh","title":"黄仁勋本轮“套现”完成，共出售超7亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2470841783","media":"华尔街见闻","summary":"黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，平均出售价格为每股118.83美元，总计套现7.13亿美元。黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。黄仁勋可以采取另一种计划来出售更多股份。","content":"<html><head></head><body><blockquote><p>黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，平均出售价格为每股118.83美元，总计套现7.13亿美元。黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。黄仁勋可以采取另一种计划来出售更多股份。</p></blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋完成了本轮600万股英伟达股票的出售，这是他今年早些时候采用的交易计划，并获得了总计超过7亿美元的收入。</p><p>英伟达公司没有让黄仁勋发表评论，该公司也拒绝发表评论。</p><p>黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，他单次交易量最少为70股，最多为75,300股，价格最低为8月5日的91.72美元，最高为6月20日的140.24美元，<strong>平均出售价格为每股118.83美元，总计套现7.13亿美元。</strong></p><p><strong>黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。</strong></p><p>根据黄仁勋向美国证券交易委员会（SEC）提交的一份表格，他是从个人账户中出售英伟达股票，目前该账户持有7540万股英伟达股票。黄仁勋还通过信托和合伙企业形式持有7.86亿股英伟达股票。</p><p>黄仁勋是英伟达公司股票的最大个人持有者，在2024年出售英伟达股票之前，截至今年3月底，他持有英伟达3.8%的股份。</p><p>当股票价格和数量等预设条件得到满足时，交易计划会自动执行股票交易。它们旨在消除内部人士可能因了解重大非公开信息而获得的任何优势。</p><p><strong>黄仁勋可以采取另一种计划来出售更多股份。</strong></p><p>黄仁勋2024年英伟达股票的套现规模已经远远超过去年。2023年，他在9月份以1.1亿美元的价格出售了237,500股英伟达股票，平均每股价格为463.95美元。这一股票数量和价格是在今年6月初生效的1股拆10股之前。2023年的出售也是计划中的交易，涉及通过使用期权购买股票。</p><p><strong>周二，英伟达收盘大涨近4%，股价突破120美元。</strong>英伟达虽然较6月高点有超过10%的距离，但年内累计涨幅仍有超过140%，表现远超美股大盘。</p></body></html>","source":"wallstreetcn_hot_news","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>黄仁勋本轮“套现”完成，共出售超7亿美元股票</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; 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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黄仁勋本轮“套现”完成，共出售超7亿美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 06:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3728799><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，平均出售价格为每股118.83美元，总计套现7.13亿美元。黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。黄仁勋可以采取另一种计划来出售更多股份。英伟达首席执行官黄仁勋完成了本轮600万股英伟达股票的出售，这是他今年早些时候采用的交易计划，并获得了总计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3728799\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/541a1ef0bf44cd0c4318dfa18f6d37a2","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3728799","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470841783","content_text":"黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，平均出售价格为每股118.83美元，总计套现7.13亿美元。黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。黄仁勋可以采取另一种计划来出售更多股份。英伟达首席执行官黄仁勋完成了本轮600万股英伟达股票的出售，这是他今年早些时候采用的交易计划，并获得了总计超过7亿美元的收入。英伟达公司没有让黄仁勋发表评论，该公司也拒绝发表评论。黄仁勋通过10b5-1交易计划执行本轮英伟达股票的出售。从6月14日到9月13日出售股票，他单次交易量最少为70股，最多为75,300股，价格最低为8月5日的91.72美元，最高为6月20日的140.24美元，平均出售价格为每股118.83美元，总计套现7.13亿美元。黄仁勋本轮英伟达股票出售计划定于直到2025年3月都有效，但他在到期前六个月就完成了所有计划的抛售量。根据黄仁勋向美国证券交易委员会（SEC）提交的一份表格，他是从个人账户中出售英伟达股票，目前该账户持有7540万股英伟达股票。黄仁勋还通过信托和合伙企业形式持有7.86亿股英伟达股票。黄仁勋是英伟达公司股票的最大个人持有者，在2024年出售英伟达股票之前，截至今年3月底，他持有英伟达3.8%的股份。当股票价格和数量等预设条件得到满足时，交易计划会自动执行股票交易。它们旨在消除内部人士可能因了解重大非公开信息而获得的任何优势。黄仁勋可以采取另一种计划来出售更多股份。黄仁勋2024年英伟达股票的套现规模已经远远超过去年。2023年，他在9月份以1.1亿美元的价格出售了237,500股英伟达股票，平均每股价格为463.95美元。这一股票数量和价格是在今年6月初生效的1股拆10股之前。2023年的出售也是计划中的交易，涉及通过使用期权购买股票。周二，英伟达收盘大涨近4%，股价突破120美元。英伟达虽然较6月高点有超过10%的距离，但年内累计涨幅仍有超过140%，表现远超美股大盘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}