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闲人老马

闲人老马

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17:37

$特斯拉(TSLA)$ 由于马斯克薪酬方案投票通过，马斯克已经完全回归特斯拉，从而扫清了特斯拉稳定的最大障碍。虽然有电车销量下降和毛利润下跌的隐忧，但储能的大幅增长和FSD的续订可能会提供新的增长点。Robotaxi 虽然发布时间推后，但新车型可能会有新的消息。综合来看，财报发布后特斯拉股票上涨的概率大一些。当然，长期投资者不会在意一次两次的财报好坏

07-16

自娱自乐吧？百度的叫做无人车，和特斯拉的无人驾驶是一回事吗？先搞搞清楚

抱歉，原内容已删除

07-12

$特斯拉(TSLA)$ 看你的持仓价格。低于持仓价时慢慢加仓，一直加到企稳上升

07-12

又是彭博社。出过多少次假新闻了？知情人士透露？有意思

Tesla Plans to Delay Robotaxi Unveiling to October From August

07-11

最喜欢的车，没有之一。希望它的产能尽快提高，我就有希望在美国以外的国家购买它

07-10

$特斯拉(TSLA)$ 如果没有新闻或突发事件，只是看特斯拉的技术图形，应该继续上涨

07-10

百度提前介入无人出租车，有前瞻性。但与特斯拉将要推出的Robotaxi不是一个档次的东西。特斯拉在中国要FSD落地，采集道路数据需要百度的支持，因而已于百度合作，应用百度的道路级导航地图。预测百度将来的无人驾驶出租车会搭载特斯拉的FSD，然后才能跑各种区域，而不是现在的武汉特定区域。百度提前布局，股价会收益。等特斯拉的Robotaxi落地后，股值更会大幅提升，2万亿一定会达到

07-07

说的比较客观，比余大嘴实在

奇瑞谷俊丽：特斯拉的研发进度领先国内智驾两年

07-05

现在知道特斯拉是好东西了

上海临港新片区多家国企采购特斯拉车辆

07-05

$特斯拉(TSLA)$ 一直多仓特斯拉，坚持长线投资。财报前应该在265-300之间

07-05

$特斯拉(TSLA)$ 258 是个讨喜的数字。268也不错

07-05

特斯拉是最不容易被做空的股票。做多者大多是喜欢特斯拉的投资者，非常看好特斯拉的发展，轻易不会放弃对特斯拉的投资

07-03

富国银行的测评师是个啥玩意儿？那些受了你的评测影响而踏空特斯拉的投资人会不会问候你的家人？😆

富国银行：特斯拉第三季度还可能遭受更大的打击

07-02

这篇文章不错，转发给大家看看

美股异动｜特斯拉Q2交付量高于预期，盘中大涨10%！

07-02

$特斯拉(TSLA)$ 早就提醒过空军们，特斯拉一旦开始起飞，你们脱了鞋子也追不上

07-02

应该会继续涨，因为基本面往好的方面转变。等储能有了大的增长，Robotaxi和低价车再发布，到299也不是没有可能

07-02

$特斯拉(TSLA)$ 盘前诱空。早卖的可惜了吧？拿住，到265再考虑减一点

07-02

那又如何

Tesla Is Running Out of Excuses for a Prolonged Sales Slump

07-02

富国银行的评估师是来搞笑的吗？棒槌的估值和他应该一致

第二季度交付数据公布在即，特斯拉股价突破200美元

07-01

$特斯拉(TSLA)$ 本周可以企稳200，并有所突破

去老虎APP查看更多动态

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The stock 6% in intraday trading Thursday shortly after Bloomberg News first reported the delay.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36d0a570cb29cc67ba27f653255d2074\" tg-width=\"450\" tg-height=\"393\"/></p><p></p></body></html>","source":"lsy1584095487587","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>Tesla Plans to Delay Robotaxi Unveiling to October From August</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\">\nTesla Plans to Delay Robotaxi Unveiling to October From August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 23:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-11/tesla-plans-to-delay-robotaxi-unveiling-to-october-from-august><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is delaying its planned robotaxi unveiling to October, from August, to allow teams working on the project more time to build additional vehicle prototypes, according to people familiar with...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-11/tesla-plans-to-delay-robotaxi-unveiling-to-october-from-august\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-11/tesla-plans-to-delay-robotaxi-unveiling-to-october-from-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147882283","content_text":"Tesla Inc. is delaying its planned robotaxi unveiling to October, from August, to allow teams working on the project more time to build additional vehicle prototypes, according to people familiar with the decision.Chief Executive Officer Elon Musk set the Aug. 8 date for the event months ago, and optimism about the impending event has contributed to an 11-day run-up in Tesla shares. The stock 6% in intraday trading Thursday shortly after Bloomberg News first reported the delay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326471414034680,"gmtCreate":1720706540198,"gmtModify":1720706542473,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最喜欢的车，没有之一。希望它的产能尽快提高，我就有希望在美国以外的国家购买它","listText":"最喜欢的车，没有之一。希望它的产能尽快提高，我就有希望在美国以外的国家购买它","text":"最喜欢的车，没有之一。希望它的产能尽快提高，我就有希望在美国以外的国家购买它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326471414034680","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326102569890024,"gmtCreate":1720616488182,"gmtModify":1720616489728,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 如果没有新闻或突发事件，只是看特斯拉的技术图形，应该继续上涨","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 如果没有新闻或突发事件，只是看特斯拉的技术图形，应该继续上涨","text":"$特斯拉(TSLA)$ 如果没有新闻或突发事件，只是看特斯拉的技术图形，应该继续上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326102569890024","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326097751646472,"gmtCreate":1720615392732,"gmtModify":1720615397241,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"百度提前介入无人出租车，有前瞻性。但与特斯拉将要推出的Robotaxi不是一个档次的东西。特斯拉在中国要FSD落地，采集道路数据需要百度的支持，因而已于百度合作，应用百度的道路级导航地图。预测百度将来的无人驾驶出租车会搭载特斯拉的FSD，然后才能跑各种区域，而不是现在的武汉特定区域。百度提前布局，股价会收益。等特斯拉的Robotaxi落地后，股值更会大幅提升，2万亿一定会达到","listText":"百度提前介入无人出租车，有前瞻性。但与特斯拉将要推出的Robotaxi不是一个档次的东西。特斯拉在中国要FSD落地，采集道路数据需要百度的支持，因而已于百度合作，应用百度的道路级导航地图。预测百度将来的无人驾驶出租车会搭载特斯拉的FSD，然后才能跑各种区域，而不是现在的武汉特定区域。百度提前布局，股价会收益。等特斯拉的Robotaxi落地后，股值更会大幅提升，2万亿一定会达到","text":"百度提前介入无人出租车，有前瞻性。但与特斯拉将要推出的Robotaxi不是一个档次的东西。特斯拉在中国要FSD落地，采集道路数据需要百度的支持，因而已于百度合作，应用百度的道路级导航地图。预测百度将来的无人驾驶出租车会搭载特斯拉的FSD，然后才能跑各种区域，而不是现在的武汉特定区域。百度提前布局，股价会收益。等特斯拉的Robotaxi落地后，股值更会大幅提升，2万亿一定会达到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326097751646472","isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478175953380494","authorId":"3478175953380494","name":"xiaoxiaoshen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"百度布局ai这么多年，研发兑现收益的时候到了","text":"百度布局ai这么多年，研发兑现收益的时候到了","html":"百度布局ai这么多年，研发兑现收益的时候到了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324854270087424,"gmtCreate":1720339181086,"gmtModify":1720339183039,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说的比较客观，比余大嘴实在","listText":"说的比较客观，比余大嘴实在","text":"说的比较客观，比余大嘴实在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324854270087424","repostId":"2449344787","repostType":2,"repost":{"id":"2449344787","pubTimestamp":1720327249,"share":"https://www.laohu8.com/m/news/2449344787?lang=&edition=full","pubTime":"2024-07-07 12:40","market":"us","language":"zh","title":"奇瑞谷俊丽：特斯拉的研发进度领先国内智驾两年","url":"https://stock-news.laohu8.com/highlight/detail?id=2449344787","media":"观察者网","summary":"而特斯拉之所以能够在业内领跑，则是因为在智驾技术与商业模式上的良好结合。谷俊丽认为，截至目前的自动驾驶技术可分为三个代次。在她看来，国内与特斯拉的研发进度差距大约在1.5到2年。谷俊丽认为，要在商业模式上追赶特斯拉，必须形成产品的规模化。此外，奇瑞汽车在全球市场已经布局超过20年，截至目前销往全球80多个国家，全球用户体量达到1400万。谷俊丽承认，奇瑞在智能化层面的起步相对较晚，但发展很快。","content":"<html><body><article><p>（文/潘昱辰 编辑/高莘）“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的研发进度领先国内<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶1.5-2年”。7月4日，在世界人工智能大会（WAIC 2024）首日，奇瑞汽车股份有限公司副总经理、大卓智能首席执行官（CEO）谷俊丽在主题为“智能汽车，善治共享”的分论坛上表示，目前特斯拉不仅是全球智能驾驶的“第一标兵”，且在商业层面也是中国同行的追赶对象。</p><p>不过她也坚信，中国最终能引领自动驾驶向规模化、国际化、多元化和个性化的发展。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240707130207142d1639jcvz3odtuh\"/><p>奇瑞汽车副总经理、大卓智能CEO谷俊丽</p><p><strong>端到端——技术变革下的必赢之战</strong></p><p>作为AI和自动驾驶的行业老兵，谷俊丽早年曾效力于AMD，负责大数据和深度学习软件的研究开发；2016年2月，她入职特斯拉，为后者建立了机器学习团队，并开发了Autopilot 2.0的产品；2017年10月，谷俊丽加入造车新势力<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，出任自动驾驶研发副总裁；2023年2月，奇瑞汽车成立大卓智能科技，谷俊丽出任大卓智能CEO，成为践行奇瑞汽车智能化转型战略使命的大将。</p><p>在谷俊丽看来，自动驾驶是人工智能（AI）落地的重要场景之一。来到2024年，端到端正在掀起新一轮的智能驾驶的技术军备竞赛，商业闭环也如火如荼地开展。而特斯拉之所以能够在业内领跑，则是因为在智驾技术与商业模式上的良好结合。</p><p>她表示，特斯拉的完全自动驾驶（FSD）基于数据驱动的基本演进逻辑，AI及纯视觉则是马斯克坚持了十年的基本技术路径，也是其将物理学家对第一性原理理解到极致，并将商业利润结合到一起的绝佳视角。特斯拉通过数据积累带来算法能力的提升、算法架构的引进，带来了产品可用性和产品体验的跃迁，并进一步提升了里程数据，形成良性循环。</p><p>2024年2月，特斯拉推送了依托端到端架构的FSD V12版本。在FSD V12推出后，其智能驾驶里程数据发生了进阶式的增长，根据特斯拉2024年第一季度财报，到今年3月，高阶智驾里程数已突破12亿英里（约合19.3亿公里），用户完全无接管的形成次数占比从47%提升到72%。其平均的接管里程数从116英里（约合187公里）提高到333英里（约合536公里），从而涵盖了大部分的通勤时间。</p><p>谷俊丽认为，在互联网时代，产品获得6-7分的突破就能称得上跃迁，从而形成用户粘性。而特斯拉高阶智驾产品的粘性用户已达到72%——换言之，这72%的智驾时间可转换为新的商业利润。</p><p>在她看来，特斯拉智能驾驶最大的优势，还在于与商业的结合。数据显示，2023年，特斯拉有80亿元的利润来自于自动驾驶软件Autopilot，而基于Autopilot结合保险等后续的大数据服务，其利润规模能达到500亿元。而这就是国内智驾尚在追赶特斯拉的主要原因。</p><p>谷俊丽认为，截至目前的自动驾驶技术可分为三个代次。10年前萌芽期的自动驾驶算法是算法流水线，采用感知、预测、规划的三个独立模块进行训练；第二代以特斯拉为基础，推出了鸟瞰图（BEV）技术，AI算法成为越来越多的技术栈，以新势力为代表的技术栈又形成了感知和规控两个网络的技术栈形态；如今，智驾已经来到第三代的门前，即端到端技术，这是自动驾驶过往对于技术、数据积累的一次跃迁。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240707130209300d163tx0uxmtq1xm\"/><p>自动驾驶技术三代次</p><p>她感慨，从基于计算机视觉到端到端，仅仅用时8年，而端到端技术将是中国智驾赶超特斯拉的一个机遇，也是新一代技术变革下的必赢之战。在她看来，国内与特斯拉的研发进度差距大约在1.5到2年。</p><p><strong>规模化——后来居上的基础</strong></p><p>“特斯拉为什么能够做遥遥领先？是因为它有销量作为基础。”谷俊丽认为，要在商业模式上追赶特斯拉，必须形成产品的规模化。“当数据达到特斯拉级别的百万量级以上，通过对模型的强训练，智驾可学习视频流，就能直接告诉司机驾驶的方向，像当下流行的ChatGPT一样。”她比喻道。</p><p>而在商业上，业内专家普遍认为，300万台产能是高阶智驾商业模式实现变革、达到盈亏平衡的拐点。而这样的规模只有头部车企能够做到。在中国市场，去年只有<a href=\"https://laohu8.com/S/002594\">比亚迪</a>一家年产销量突破300万辆，而达到高阶智驾水准的产品则更少。</p><p>谷俊丽则认为，以奇瑞汽车的体量可以做到这一点。2023年，奇瑞汽车总销量为182万辆汽车，其中搭载L2级辅助驾驶功能的渗透率已经达到59%。</p><p>此外，奇瑞汽车在全球市场已经布局超过20年，截至目前销往全球80多个国家，全球用户体量达到1400万。今年上半年，奇瑞国内销量达到近57万辆，同比增长72%；海外出口汽车53万辆，同比增长29%。这个体量为奇瑞全球智驾的布局提供了数据基础。</p><p>谷俊丽承认，奇瑞在智能化层面的起步相对较晚，但发展很快。受到整体市场的引导，奇瑞在2024年的新车型上，近半数以上的产品配备了高速领航辅助驾驶（NOA）、30%的车型配备了城市NOA；此外，今年高阶智驾已推送至海外市场，2025年会实现更高阶的功能。奇瑞也在积极部署端到端核心技术，预计在2026年在高端车型上量产。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240707130214095d163jktwhup8m1d\"/><p>奇瑞大卓智驾的规划</p><p>在规模上，从2023年成立到目前，奇瑞搭载大卓智驾的产品量产已超过5万台，智驾行驶里程已累计超过1亿公里，2024年奇瑞自主量产的系统装车量将在30万-50万辆，其中国际市场量产超过15万辆；2025年自主系统的装车将超过100万辆，智驾里程将超过39亿公里，并将大幅提升AI算法及功能；至2027年挑战全球300万辆的目标。</p><p>其中，大卓智驾的自动驾驶通用技术平台将适配主流传感器，且支持多传感器的融合。同时，大卓智驾以强视觉为主，支持国产芯片及国际芯片，以推动L2-L4级自动驾驶技术的平滑演进，且覆盖乘用车、商用车和作业车等多种场景。同时，奇瑞在全球五大区域布局了云数平台，以便充分以市场前线理解用户的驾驶场景和使用习惯。</p><p>此外，大卓智驾还使用AI来处理数据。谷俊丽表示，由于数据的大量积累，用传统的人工标注处理的系统，已经不能支撑海量式的数据增长，而通过AI进行标注、挖掘、场景分析以及生成，已经成为当下主要的技术诉求。</p><p>在谷俊丽看来，随着电动化，AI技术以及者智能化的普及，高速NOA和城市NOA等高阶智驾能力已经进入井喷式爆发增长阶段，将成为新车的主流标配。数据显示，今年1-4月，国内搭载L2级辅助驾驶的车型占比达35%，其中L2+高速领航辅助驾驶（NOA）及以上的销售占比达8.7%，合计销售占比达46%。她坚信，随着2025年智驾达到百万辆量级的投放，中国最终能引领自动驾驶向规模化、国际化、多元化和个性化的发展。</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n奇瑞谷俊丽：特斯拉的研发进度领先国内智驾两年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-07 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240707130214af90d9ff&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（文/潘昱辰 编辑/高莘）“特斯拉的研发进度领先国内智能驾驶1.5-2年”。7月4日，在世界人工智能大会（WAIC 2024）首日，奇瑞汽车股份有限公司副总经理、大卓智能首席执行官（CEO）谷俊丽在主题为“智能汽车，善治共享”的分论坛上表示，目前特斯拉不仅是全球智能驾驶的“第一标兵”，且在商业层面也是中国同行的追赶对象。不过她也坚信，中国最终能引领自动驾驶向规模化、国际化、多元化和个性化的发展。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240707130214af90d9ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT 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2.0的产品；2017年10月，谷俊丽加入造车新势力小鹏汽车，出任自动驾驶研发副总裁；2023年2月，奇瑞汽车成立大卓智能科技，谷俊丽出任大卓智能CEO，成为践行奇瑞汽车智能化转型战略使命的大将。在谷俊丽看来，自动驾驶是人工智能（AI）落地的重要场景之一。来到2024年，端到端正在掀起新一轮的智能驾驶的技术军备竞赛，商业闭环也如火如荼地开展。而特斯拉之所以能够在业内领跑，则是因为在智驾技术与商业模式上的良好结合。她表示，特斯拉的完全自动驾驶（FSD）基于数据驱动的基本演进逻辑，AI及纯视觉则是马斯克坚持了十年的基本技术路径，也是其将物理学家对第一性原理理解到极致，并将商业利润结合到一起的绝佳视角。特斯拉通过数据积累带来算法能力的提升、算法架构的引进，带来了产品可用性和产品体验的跃迁，并进一步提升了里程数据，形成良性循环。2024年2月，特斯拉推送了依托端到端架构的FSD V12版本。在FSD V12推出后，其智能驾驶里程数据发生了进阶式的增长，根据特斯拉2024年第一季度财报，到今年3月，高阶智驾里程数已突破12亿英里（约合19.3亿公里），用户完全无接管的形成次数占比从47%提升到72%。其平均的接管里程数从116英里（约合187公里）提高到333英里（约合536公里），从而涵盖了大部分的通勤时间。谷俊丽认为，在互联网时代，产品获得6-7分的突破就能称得上跃迁，从而形成用户粘性。而特斯拉高阶智驾产品的粘性用户已达到72%——换言之，这72%的智驾时间可转换为新的商业利润。在她看来，特斯拉智能驾驶最大的优势，还在于与商业的结合。数据显示，2023年，特斯拉有80亿元的利润来自于自动驾驶软件Autopilot，而基于Autopilot结合保险等后续的大数据服务，其利润规模能达到500亿元。而这就是国内智驾尚在追赶特斯拉的主要原因。谷俊丽认为，截至目前的自动驾驶技术可分为三个代次。10年前萌芽期的自动驾驶算法是算法流水线，采用感知、预测、规划的三个独立模块进行训练；第二代以特斯拉为基础，推出了鸟瞰图（BEV）技术，AI算法成为越来越多的技术栈，以新势力为代表的技术栈又形成了感知和规控两个网络的技术栈形态；如今，智驾已经来到第三代的门前，即端到端技术，这是自动驾驶过往对于技术、数据积累的一次跃迁。自动驾驶技术三代次她感慨，从基于计算机视觉到端到端，仅仅用时8年，而端到端技术将是中国智驾赶超特斯拉的一个机遇，也是新一代技术变革下的必赢之战。在她看来，国内与特斯拉的研发进度差距大约在1.5到2年。规模化——后来居上的基础“特斯拉为什么能够做遥遥领先？是因为它有销量作为基础。”谷俊丽认为，要在商业模式上追赶特斯拉，必须形成产品的规模化。“当数据达到特斯拉级别的百万量级以上，通过对模型的强训练，智驾可学习视频流，就能直接告诉司机驾驶的方向，像当下流行的ChatGPT一样。”她比喻道。而在商业上，业内专家普遍认为，300万台产能是高阶智驾商业模式实现变革、达到盈亏平衡的拐点。而这样的规模只有头部车企能够做到。在中国市场，去年只有比亚迪一家年产销量突破300万辆，而达到高阶智驾水准的产品则更少。谷俊丽则认为，以奇瑞汽车的体量可以做到这一点。2023年，奇瑞汽车总销量为182万辆汽车，其中搭载L2级辅助驾驶功能的渗透率已经达到59%。此外，奇瑞汽车在全球市场已经布局超过20年，截至目前销往全球80多个国家，全球用户体量达到1400万。今年上半年，奇瑞国内销量达到近57万辆，同比增长72%；海外出口汽车53万辆，同比增长29%。这个体量为奇瑞全球智驾的布局提供了数据基础。谷俊丽承认，奇瑞在智能化层面的起步相对较晚，但发展很快。受到整体市场的引导，奇瑞在2024年的新车型上，近半数以上的产品配备了高速领航辅助驾驶（NOA）、30%的车型配备了城市NOA；此外，今年高阶智驾已推送至海外市场，2025年会实现更高阶的功能。奇瑞也在积极部署端到端核心技术，预计在2026年在高端车型上量产。奇瑞大卓智驾的规划在规模上，从2023年成立到目前，奇瑞搭载大卓智驾的产品量产已超过5万台，智驾行驶里程已累计超过1亿公里，2024年奇瑞自主量产的系统装车量将在30万-50万辆，其中国际市场量产超过15万辆；2025年自主系统的装车将超过100万辆，智驾里程将超过39亿公里，并将大幅提升AI算法及功能；至2027年挑战全球300万辆的目标。其中，大卓智驾的自动驾驶通用技术平台将适配主流传感器，且支持多传感器的融合。同时，大卓智驾以强视觉为主，支持国产芯片及国际芯片，以推动L2-L4级自动驾驶技术的平滑演进，且覆盖乘用车、商用车和作业车等多种场景。同时，奇瑞在全球五大区域布局了云数平台，以便充分以市场前线理解用户的驾驶场景和使用习惯。此外，大卓智驾还使用AI来处理数据。谷俊丽表示，由于数据的大量积累，用传统的人工标注处理的系统，已经不能支撑海量式的数据增长，而通过AI进行标注、挖掘、场景分析以及生成，已经成为当下主要的技术诉求。在谷俊丽看来，随着电动化，AI技术以及者智能化的普及，高速NOA和城市NOA等高阶智驾能力已经进入井喷式爆发增长阶段，将成为新车的主流标配。数据显示，今年1-4月，国内搭载L2级辅助驾驶的车型占比达35%，其中L2+高速领航辅助驾驶（NOA）及以上的销售占比达8.7%，合计销售占比达46%。她坚信，随着2025年智驾达到百万辆量级的投放，中国最终能引领自动驾驶向规模化、国际化、多元化和个性化的发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324200770695448,"gmtCreate":1720179711604,"gmtModify":1720179713255,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在知道特斯拉是好东西了","listText":"现在知道特斯拉是好东西了","text":"现在知道特斯拉是好东西了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324200770695448","repostId":"1184056057","repostType":4,"repost":{"id":"1184056057","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":1720169846,"share":"https://www.laohu8.com/m/news/1184056057?lang=&edition=full","pubTime":"2024-07-05 16:57","market":"us","language":"zh","title":"上海临港新片区多家国企采购特斯拉车辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1184056057","media":"老虎资讯综合","summary":"7月5日，据“临港新片区投资促进服务中心”公众号，包括城投兴港集团、临港投控集团等多家国企近日已率先采购了一批特斯拉Model Y车辆作为企业功能用车。这也是临港新片区在政府采购活动中落实平等对待内外资企业的积极响应。","content":"<html><head></head><body><p>7月5日，据“临港新片区投资促进服务中心”公众号，包括城投兴港集团、临港投控集团等多家国企近日已率先采购了一批<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y车辆作为企业功能用车。这也是临港新片区在政府采购活动中落实平等对待内外资企业的积极响应。</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>上海临港新片区多家国企采购特斯拉车辆</title>\n<style 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16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月5日，据“临港新片区投资促进服务中心”公众号，包括城投兴港集团、临港投控集团等多家国企近日已率先采购了一批<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y车辆作为企业功能用车。这也是临港新片区在政府采购活动中落实平等对待内外资企业的积极响应。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉","BK4527":"明星科技股","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一直多仓特斯拉，坚持长线投资。财报前应该在265-300之间","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一直多仓特斯拉，坚持长线投资。财报前应该在265-300之间","text":"$特斯拉(TSLA)$ 一直多仓特斯拉，坚持长线投资。财报前应该在265-300之间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324197700886632","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324242592157880,"gmtCreate":1720166778809,"gmtModify":1720166780240,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 258 是个讨喜的数字。268也不错","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 258 是个讨喜的数字。268也不错","text":"$特斯拉(TSLA)$ 258 是个讨喜的数字。268也不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324242592157880","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324211568443600,"gmtCreate":1720159059383,"gmtModify":1720159061919,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特斯拉是最不容易被做空的股票。做多者大多是喜欢特斯拉的投资者，非常看好特斯拉的发展，轻易不会放弃对特斯拉的投资","listText":"特斯拉是最不容易被做空的股票。做多者大多是喜欢特斯拉的投资者，非常看好特斯拉的发展，轻易不会放弃对特斯拉的投资","text":"特斯拉是最不容易被做空的股票。做多者大多是喜欢特斯拉的投资者，非常看好特斯拉的发展，轻易不会放弃对特斯拉的投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324211568443600","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323422153380168,"gmtCreate":1719969500323,"gmtModify":1719972606147,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"富国银行的测评师是个啥玩意儿？那些受了你的评测影响而踏空特斯拉的投资人会不会问候你的家人？😆","listText":"富国银行的测评师是个啥玩意儿？那些受了你的评测影响而踏空特斯拉的投资人会不会问候你的家人？😆","text":"富国银行的测评师是个啥玩意儿？那些受了你的评测影响而踏空特斯拉的投资人会不会问候你的家人？😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323422153380168","repostId":"2448511506","repostType":2,"repost":{"id":"2448511506","pubTimestamp":1719962823,"share":"https://www.laohu8.com/m/news/2448511506?lang=&edition=full","pubTime":"2024-07-03 07:27","market":"us","language":"zh","title":"富国银行：特斯拉第三季度还可能遭受更大的打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2448511506","media":"金融界","summary":"据富国银行称，随着特斯拉通过降价促进销售的战略失去动力，该公司股价在第三季度可能会受到打击。\"富国银行对特斯拉的投资评级为 \"减持\"，目标股价为每股 120 美元，这意味着特斯拉股价较上周五收盘价 197.88 美元有近 40% 的下跌空间。该行认为，交付量减少和降价可能导致特斯拉每股收益同比下降 44%。富国银行分析师表示：\"考虑到更多降价和销量下降的可能性，我们对利润率持谨慎态度。\"据 FactSet 报道，特斯拉第二季度财报定于 7 月 17 日发布。","content":"<html><body><div>\n<p>据<a href=\"https://laohu8.com/S/WFC\">富国银行</a>称，随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>通过降价促进销售的战略失去动力，该公司股价在第三季度可能会受到打击。</p><p>该银行预测，特斯拉今年的销量将达到 155 万辆，同比下降 14%，比一致预期低 13%。</p><p>以Colin Langan为首的分析师周一在一份研究报告中对客户表示：\"我们仍对近期所有三个主要地区（美国、欧盟、中国）的增长趋势放缓感到担忧。\"</p><p>分析师们说：\"除了定价和车型更新外，几乎没有其他手段可以增加销量，因为公司采取的融资促销似乎收效甚微。\"</p><p>富国银行对特斯拉的投资评级为 \"减持\"，目标股价为每股 120 美元，这意味着特斯拉股价较上周五收盘价 197.88 美元有近 40% 的下跌空间。截至周一早盘，这家电动汽车制造商的股价今年以来下跌了约17%。</p><p>富国银行分析师表示，美国和欧盟的电动汽车采用率已经趋于平稳，特斯拉在中国面临着<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span>等公司的激烈竞争，\"几乎没有什么直接的杠杆可以用来增加销量\"。</p><p>研究团队还对特斯拉规模较小、面向大众市场的 Model 2 的需求和利润率感到担忧。该行认为，交付量减少和降价可能导致特斯拉每股收益同比下降 44%。</p><p>富国银行分析师表示：\"考虑到更多降价和销量下降的可能性，我们对利润率持谨慎态度。此外，我们还担心他们下一代车型的推出及其需求和利润率。\"</p><p>据 FactSet 报道，特斯拉第二季度财报定于 7 月 17 日发布。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富国银行：特斯拉第三季度还可能遭受更大的打击</title>\n<style 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}\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富国银行：特斯拉第三季度还可能遭受更大的打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/07/03072741337480.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据富国银行称，随着特斯拉通过降价促进销售的战略失去动力，该公司股价在第三季度可能会受到打击。该银行预测，特斯拉今年的销量将达到 155 万辆，同比下降 14%，比一致预期低 13%。以Colin Langan为首的分析师周一在一份研究报告中对客户表示：\"我们仍对近期所有三个主要地区（美国、欧盟、中国）的增长趋势放缓感到担忧。\"分析师们说：\"除了定价和车型更新外，几乎没有其他手段可以增加销量，因为...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/07/03072741337480.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4551":"寇图资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","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","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://usstock.jrj.com.cn/2024/07/03072741337480.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448511506","content_text":"据富国银行称，随着特斯拉通过降价促进销售的战略失去动力，该公司股价在第三季度可能会受到打击。该银行预测，特斯拉今年的销量将达到 155 万辆，同比下降 14%，比一致预期低 13%。以Colin Langan为首的分析师周一在一份研究报告中对客户表示：\"我们仍对近期所有三个主要地区（美国、欧盟、中国）的增长趋势放缓感到担忧。\"分析师们说：\"除了定价和车型更新外，几乎没有其他手段可以增加销量，因为公司采取的融资促销似乎收效甚微。\"富国银行对特斯拉的投资评级为 \"减持\"，目标股价为每股 120 美元，这意味着特斯拉股价较上周五收盘价 197.88 美元有近 40% 的下跌空间。截至周一早盘，这家电动汽车制造商的股价今年以来下跌了约17%。富国银行分析师表示，美国和欧盟的电动汽车采用率已经趋于平稳，特斯拉在中国面临着比亚迪等公司的激烈竞争，\"几乎没有什么直接的杠杆可以用来增加销量\"。研究团队还对特斯拉规模较小、面向大众市场的 Model 2 的需求和利润率感到担忧。该行认为，交付量减少和降价可能导致特斯拉每股收益同比下降 44%。富国银行分析师表示：\"考虑到更多降价和销量下降的可能性，我们对利润率持谨慎态度。此外，我们还担心他们下一代车型的推出及其需求和利润率。\"据 FactSet 报道，特斯拉第二季度财报定于 7 月 17 日发布。\n\n\r\n            责任编辑：栎树","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323261137047888,"gmtCreate":1719930242131,"gmtModify":1719930244481,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323261137047888","repostId":"1189531516","repostType":2,"repost":{"id":"1189531516","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":1719930979,"share":"https://www.laohu8.com/m/news/1189531516?lang=&edition=full","pubTime":"2024-07-02 22:36","market":"us","language":"zh","title":"美股异动｜特斯拉Q2交付量高于预期，盘中大涨10%！","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531516","media":"老虎资讯综合","summary":"7月2日，$特斯拉(TSLA)$盘中涨近8%！Q2交付量443956辆，高于预期！第二季度交付量443956辆，预估439302辆。第二季度Model 3/Y 交付量422405辆，市场预估412288辆。第二季度生产约411,000辆。第二季度部署了9.4GWh 的储能产品，这是迄今为止最高的季度部署量。","content":"<html><head></head><body><p>7月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨超10%！Q2交付量443956辆，高于预期！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6daa819276d07b939af27225b2304049\" tg-width=\"892\" tg-height=\"524\"/></p><p>第二季度交付量443956辆，预估439302辆。第二季度Model 3/Y 交付量422405辆，市场预估412288辆。第二季度生产约411,000辆。</p><p>第二季度部署了9.4GWh 的储能产品，这是迄今为止最高的季度部署量。</p><p><img src=\"https://static.tigerbbs.com/d5375f710f2fd8a7b5164ea80b009a10\" alt=\"\"/></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>美股异动｜特斯拉Q2交付量高于预期，盘中大涨10%！</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美股异动｜特斯拉Q2交付量高于预期，盘中大涨10%！\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\">2024-07-02 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨超10%！Q2交付量443956辆，高于预期！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6daa819276d07b939af27225b2304049\" tg-width=\"892\" tg-height=\"524\"/></p><p>第二季度交付量443956辆，预估439302辆。第二季度Model 3/Y 交付量422405辆，市场预估412288辆。第二季度生产约411,000辆。</p><p>第二季度部署了9.4GWh 的储能产品，这是迄今为止最高的季度部署量。</p><p><img src=\"https://static.tigerbbs.com/d5375f710f2fd8a7b5164ea80b009a10\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531516","content_text":"7月2日，特斯拉盘中涨超10%！Q2交付量443956辆，高于预期！第二季度交付量443956辆，预估439302辆。第二季度Model 3/Y 交付量422405辆，市场预估412288辆。第二季度生产约411,000辆。第二季度部署了9.4GWh 的储能产品，这是迄今为止最高的季度部署量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323260408098944,"gmtCreate":1719930108341,"gmtModify":1719930109870,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 早就提醒过空军们，特斯拉一旦开始起飞，你们脱了鞋子也追不上","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 早就提醒过空军们，特斯拉一旦开始起飞，你们脱了鞋子也追不上","text":"$特斯拉(TSLA)$ 早就提醒过空军们，特斯拉一旦开始起飞，你们脱了鞋子也追不上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323260408098944","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323255306367112,"gmtCreate":1719928898329,"gmtModify":1719928900684,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"应该会继续涨，因为基本面往好的方面转变。等储能有了大的增长，Robotaxi和低价车再发布，到299也不是没有可能","listText":"应该会继续涨，因为基本面往好的方面转变。等储能有了大的增长，Robotaxi和低价车再发布，到299也不是没有可能","text":"应该会继续涨，因为基本面往好的方面转变。等储能有了大的增长，Robotaxi和低价车再发布，到299也不是没有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323255306367112","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323254280261688,"gmtCreate":1719928574634,"gmtModify":1719928575840,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 盘前诱空。早卖的可惜了吧？拿住，到265再考虑减一点","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 盘前诱空。早卖的可惜了吧？拿住，到265再考虑减一点","text":"$特斯拉(TSLA)$ 盘前诱空。早卖的可惜了吧？拿住，到265再考虑减一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/323254280261688","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491812622453185","authorId":"3491812622453185","name":"带泡沫的苹果","avatar":"https://static.tigerbbs.com/a9250937a0cdbddaf9a218f28567ee36","crmLevel":5,"crmLevelSwitch":1},"content":"想想那个美女投资人看到3000刀的，你就胆子这么小","text":"想想那个美女投资人看到3000刀的，你就胆子这么小","html":"想想那个美女投资人看到3000刀的，你就胆子这么小"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323148190912672,"gmtCreate":1719895011220,"gmtModify":1719895013097,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"那又如何","listText":"那又如何","text":"那又如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323148190912672","repostId":"1125665956","repostType":2,"repost":{"id":"1125665956","pubTimestamp":1719890095,"share":"https://www.laohu8.com/m/news/1125665956?lang=&edition=full","pubTime":"2024-07-02 11:14","market":"us","language":"en","title":"Tesla Is Running Out of Excuses for a Prolonged Sales Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1125665956","media":"Bloomberg","summary":"Tesla Inc. is expected to report another quarter of weaker sales, and it’s running out of alibis.Analysts surveyed by Bloomberg are estimating the carmaker will report on Tuesday that it handed over 4","content":"<html><head></head><body><p>Tesla Inc. is expected to report another quarter of weaker sales, and it’s running out of alibis.</p><p style=\"text-align: start;\">Analysts surveyed by Bloomberg are estimating the carmaker will report on Tuesday that it handed over 439,302 electric vehicles in the second quarter, a 5.8% drop from a year ago. This would be a second consecutive quarterly decline, which Tesla last posted when it was phasing out its first model, the Roadster, in 2012.</p><p style=\"text-align: start;\">Tesla has turned the page on several of the issues that contributed to its struggles early this year, including a suspected arson attack at its factory near Berlin and shipping diversions related to conflict in the Red Sea. That leaves the company with few excuses for its sales slowdown aside from a relatively straightforward problem: Tesla’s older lineup of vehicles is having a harder time keeping up with fresher offerings from rival EV manufacturers.</p><p>“It’s tougher to grow when you have increased competition and the current model lineup is a little stale,” said Tom Narayan, a global autos analyst at RBC Capital Markets, who has the equivalent of a buy rating on Tesla’s stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2919231c75c8ba5d2d5c49c1c3e40363\" tg-width=\"510\" tg-height=\"302\"/></p><p>Chief Executive Officer Elon Musk has tried all sorts of moves to stoke demand for Tesla’s vehicles, including slashing prices and offering cut-rate leasing deals. But the discounting didn’t stop the company’s sales from decelerating in the second half of last year, before giving way to decline as the broader EV market cools.</p><p>Musk also announced deep staffing cuts in April, which affected more than 10% of Tesla’s workers, including sales staff. While that may have helped the company conserve cash, it also may have factored in its second-quarter delivery numbers.</p><p style=\"text-align: start;\">Customers who are new to EVs typically have lots of questions about battery range, charging stations and software-based features. Musk is nevertheless increasingly betting on a mostly online sales process and encouraging consumers to order Teslas without even visiting a showroom.</p><p style=\"text-align: start;\">Tesla is having a hard time building on the success of the Model Y, which was the best-selling vehicle in the world last year. The sport utility vehicle has been on the market since 2020, while the Model 3 sedan debuted three years earlier.</p><p style=\"text-align: start;\">The company’s first pickup, the <em>Blade Runner</em>-inspired Cybertruck, has gotten off to a slow start since production began late last year. Tesla has <u>recalled</u> the truck several times, including over issues related to its accelerator pedal and windshield wiper.</p><p>Investors have shrugged off several analysts lowering their estimates for Tesla’s vehicle deliveries in recent weeks. While the stock is still down more than 15% so far the year, Musk has buoyed the shares by promising new models as soon as late 2024. He’s also talked up prospects for the company’s humanoid robots and plans to unveil a dedicated robotaxi in August.</p><p style=\"text-align: start;\">Musk received a major vote of confidence last month, when shareholders voted in favor of re-approving his $56 billion compensation package.</p><p style=\"text-align: start;\">“We see a growing number of investors shifting their outlook to the Robotaxi event on Aug. 8,” Ben Kallo, a Robert W. Baird analyst with the equivalent of a buy rating on Tesla’s stock, wrote in a report last week. “We see Q2 deliveries as being particularly important for full-year numbers and whether 2024 will be a growth year, however, we expect focus to remain skewed toward the long term until the Robotaxi unveiling.”</p><p style=\"text-align: start;\">Kallo expects Tesla to deliver 435,200 units this quarter and about 1.83 million for the year, up only slightly from its 2023 total. While the company vowed in April to introduce fresh models by early next year, it didn’t provide any details on the cars and reiterated that growth will be “notably lower” in 2024.</p></body></html>","source":"lsy1584095487587","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>Tesla Is Running Out of Excuses for a Prolonged Sales Slump</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\">\nTesla Is Running Out of Excuses for a Prolonged Sales Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-02 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-01/tesla-tsla-to-report-2q-sales-as-cybertruck-ramps-slowly><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is expected to report another quarter of weaker sales, and it’s running out of alibis.Analysts surveyed by Bloomberg are estimating the carmaker will report on Tuesday that it handed over ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-01/tesla-tsla-to-report-2q-sales-as-cybertruck-ramps-slowly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-01/tesla-tsla-to-report-2q-sales-as-cybertruck-ramps-slowly","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125665956","content_text":"Tesla Inc. is expected to report another quarter of weaker sales, and it’s running out of alibis.Analysts surveyed by Bloomberg are estimating the carmaker will report on Tuesday that it handed over 439,302 electric vehicles in the second quarter, a 5.8% drop from a year ago. This would be a second consecutive quarterly decline, which Tesla last posted when it was phasing out its first model, the Roadster, in 2012.Tesla has turned the page on several of the issues that contributed to its struggles early this year, including a suspected arson attack at its factory near Berlin and shipping diversions related to conflict in the Red Sea. That leaves the company with few excuses for its sales slowdown aside from a relatively straightforward problem: Tesla’s older lineup of vehicles is having a harder time keeping up with fresher offerings from rival EV manufacturers.“It’s tougher to grow when you have increased competition and the current model lineup is a little stale,” said Tom Narayan, a global autos analyst at RBC Capital Markets, who has the equivalent of a buy rating on Tesla’s stock.Chief Executive Officer Elon Musk has tried all sorts of moves to stoke demand for Tesla’s vehicles, including slashing prices and offering cut-rate leasing deals. But the discounting didn’t stop the company’s sales from decelerating in the second half of last year, before giving way to decline as the broader EV market cools.Musk also announced deep staffing cuts in April, which affected more than 10% of Tesla’s workers, including sales staff. While that may have helped the company conserve cash, it also may have factored in its second-quarter delivery numbers.Customers who are new to EVs typically have lots of questions about battery range, charging stations and software-based features. Musk is nevertheless increasingly betting on a mostly online sales process and encouraging consumers to order Teslas without even visiting a showroom.Tesla is having a hard time building on the success of the Model Y, which was the best-selling vehicle in the world last year. The sport utility vehicle has been on the market since 2020, while the Model 3 sedan debuted three years earlier.The company’s first pickup, the Blade Runner-inspired Cybertruck, has gotten off to a slow start since production began late last year. Tesla has recalled the truck several times, including over issues related to its accelerator pedal and windshield wiper.Investors have shrugged off several analysts lowering their estimates for Tesla’s vehicle deliveries in recent weeks. While the stock is still down more than 15% so far the year, Musk has buoyed the shares by promising new models as soon as late 2024. He’s also talked up prospects for the company’s humanoid robots and plans to unveil a dedicated robotaxi in August.Musk received a major vote of confidence last month, when shareholders voted in favor of re-approving his $56 billion compensation package.“We see a growing number of investors shifting their outlook to the Robotaxi event on Aug. 8,” Ben Kallo, a Robert W. Baird analyst with the equivalent of a buy rating on Tesla’s stock, wrote in a report last week. “We see Q2 deliveries as being particularly important for full-year numbers and whether 2024 will be a growth year, however, we expect focus to remain skewed toward the long term until the Robotaxi unveiling.”Kallo expects Tesla to deliver 435,200 units this quarter and about 1.83 million for the year, up only slightly from its 2023 total. While the company vowed in April to introduce fresh models by early next year, it didn’t provide any details on the cars and reiterated that growth will be “notably lower” in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323116732637272,"gmtCreate":1719894927475,"gmtModify":1719894929423,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"富国银行的评估师是来搞笑的吗？棒槌的估值和他应该一致","listText":"富国银行的评估师是来搞笑的吗？棒槌的估值和他应该一致","text":"富国银行的评估师是来搞笑的吗？棒槌的估值和他应该一致","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323116732637272","repostId":"1187671648","repostType":2,"repost":{"id":"1187671648","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1719871576,"share":"https://www.laohu8.com/m/news/1187671648?lang=&edition=full","pubTime":"2024-07-02 06:06","market":"us","language":"zh","title":"第二季度交付数据公布在即，特斯拉股价突破200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187671648","media":"智通财经APP","summary":"7月2日，$特斯拉$股价突破200美元，正值该电动车制造商准备在本周公布第二季度交付数据之际。尽管即将公布的消息，特斯拉的股价在过去两周内上涨了约18%。在第一季度交付数据弱于预期后，股价下跌了近5%。第二季度财报将在交付数据公布几周后发布，它对股价的影响可能更大。在过去的四次季度报告发布后，特斯拉股价平均涨跌幅约为11%。截至周一收盘，特斯拉股价今年迄今下跌约15%，而标普500指数则上涨约15%。","content":"<html><head></head><body><p>7月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价突破200美元，正值该电动车制造商准备在本周公布第二季度交付数据之际。</p><p style=\"text-align: justify;\">特斯拉通常在新季度的第二天公布全球交付结果。根据最新的华尔街估计，第二季度预计交付约42万辆车，低于2023年第二季度的约46.6万辆。这意味着交付量连续两个季度同比下降。</p><p style=\"text-align: justify;\">尽管即将公布的消息，特斯拉的股价在过去两周内上涨了约18%。截至周一收盘，该股收涨6.05%，报209.89美元，这是2024年1月19日以来的最高水平，且为连续第五个交易日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b26c209497aec81d071328fcdb3c317\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">尽管富国银行分析师Colin Langan发布看空报告，特斯拉股价依然上涨。Langan表示，2024年特斯拉的交付预期过高，他预计今年将售出约160万辆车，而FactSet编制的华尔街共识预期为约180万辆。需求放缓增加了特斯拉可能继续降价的风险。Langan对特斯拉股票评级为“卖出”，目标价为120美元。</p><p style=\"text-align: justify;\">另一个影响股价的因素是特斯拉8月8日机器人出租车活动，届时公司将详细介绍其利用自动驾驶软件和技术的计划。首席执行官马斯克称自动驾驶汽车是一个万亿美元级别的机会，这在最近的交易中激发了投资者的兴趣。</p><p style=\"text-align: justify;\">Wedbush分析师Dan Ives在周五的一份报告中写道：“我们相信8月8日的机器人出租车日将成为特斯拉故事中的一个关键历史时刻，我们认为这是一个短期催化剂。最终，实现超过一万亿美元估值的关键在于特斯拉的自动驾驶愿景。”</p><p style=\"text-align: justify;\">Ives对特斯拉股票的评级为“买入”，目标价为275美元。摩根士丹利分析师Adam Jonas对特斯拉股票的评级也是“买入”，目标价为310美元。他对特斯拉新兴的机器人业务的潜力感到兴奋。特斯拉正在开发一种利用人工智能计算进行训练的劳动节约型机器人。</p><p style=\"text-align: justify;\">Jonas在最近的一份报告中写道：“我们对特斯拉的看法是，它既是一只汽车股票，也是一家能源、人工智能/机器人公司。事实上，我们对核心汽车业务的估值(67美元/股)仅占我们310美元目标价的约20%。”</p><p style=\"text-align: justify;\">虽然Ives和Jonas都在关注第二季度数据以外的因素，交付结果仍将在一定程度上影响股价。期权市场暗示，特斯拉交付报告发布后，股价将上涨或下跌5%。在过去四次报告中，特斯拉股价平均涨跌幅约为3%。在第一季度交付数据弱于预期后，股价下跌了近5%。</p><p style=\"text-align: justify;\">第二季度财报将在交付数据公布几周后发布，它对股价的影响可能更大。在过去的四次季度报告发布后，特斯拉股价平均涨跌幅约为11%。</p><p style=\"text-align: justify;\">截至周一收盘，特斯拉股价今年迄今下跌约15%，而标普500指数则上涨约15%。销售增长放缓和盈利预期下降压低了投资者情绪。</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>第二季度交付数据公布在即，特斯拉股价突破200美元</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 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class=\"title\">\n第二季度交付数据公布在即，特斯拉股价突破200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2024-07-02 06:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价突破200美元，正值该电动车制造商准备在本周公布第二季度交付数据之际。</p><p style=\"text-align: justify;\">特斯拉通常在新季度的第二天公布全球交付结果。根据最新的华尔街估计，第二季度预计交付约42万辆车，低于2023年第二季度的约46.6万辆。这意味着交付量连续两个季度同比下降。</p><p style=\"text-align: justify;\">尽管即将公布的消息，特斯拉的股价在过去两周内上涨了约18%。截至周一收盘，该股收涨6.05%，报209.89美元，这是2024年1月19日以来的最高水平，且为连续第五个交易日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b26c209497aec81d071328fcdb3c317\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">尽管富国银行分析师Colin Langan发布看空报告，特斯拉股价依然上涨。Langan表示，2024年特斯拉的交付预期过高，他预计今年将售出约160万辆车，而FactSet编制的华尔街共识预期为约180万辆。需求放缓增加了特斯拉可能继续降价的风险。Langan对特斯拉股票评级为“卖出”，目标价为120美元。</p><p style=\"text-align: justify;\">另一个影响股价的因素是特斯拉8月8日机器人出租车活动，届时公司将详细介绍其利用自动驾驶软件和技术的计划。首席执行官马斯克称自动驾驶汽车是一个万亿美元级别的机会，这在最近的交易中激发了投资者的兴趣。</p><p style=\"text-align: justify;\">Wedbush分析师Dan Ives在周五的一份报告中写道：“我们相信8月8日的机器人出租车日将成为特斯拉故事中的一个关键历史时刻，我们认为这是一个短期催化剂。最终，实现超过一万亿美元估值的关键在于特斯拉的自动驾驶愿景。”</p><p style=\"text-align: justify;\">Ives对特斯拉股票的评级为“买入”，目标价为275美元。摩根士丹利分析师Adam Jonas对特斯拉股票的评级也是“买入”，目标价为310美元。他对特斯拉新兴的机器人业务的潜力感到兴奋。特斯拉正在开发一种利用人工智能计算进行训练的劳动节约型机器人。</p><p style=\"text-align: justify;\">Jonas在最近的一份报告中写道：“我们对特斯拉的看法是，它既是一只汽车股票，也是一家能源、人工智能/机器人公司。事实上，我们对核心汽车业务的估值(67美元/股)仅占我们310美元目标价的约20%。”</p><p style=\"text-align: justify;\">虽然Ives和Jonas都在关注第二季度数据以外的因素，交付结果仍将在一定程度上影响股价。期权市场暗示，特斯拉交付报告发布后，股价将上涨或下跌5%。在过去四次报告中，特斯拉股价平均涨跌幅约为3%。在第一季度交付数据弱于预期后，股价下跌了近5%。</p><p style=\"text-align: justify;\">第二季度财报将在交付数据公布几周后发布，它对股价的影响可能更大。在过去的四次季度报告发布后，特斯拉股价平均涨跌幅约为11%。</p><p style=\"text-align: justify;\">截至周一收盘，特斯拉股价今年迄今下跌约15%，而标普500指数则上涨约15%。销售增长放缓和盈利预期下降压低了投资者情绪。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187671648","content_text":"7月2日，特斯拉股价突破200美元，正值该电动车制造商准备在本周公布第二季度交付数据之际。特斯拉通常在新季度的第二天公布全球交付结果。根据最新的华尔街估计，第二季度预计交付约42万辆车，低于2023年第二季度的约46.6万辆。这意味着交付量连续两个季度同比下降。尽管即将公布的消息，特斯拉的股价在过去两周内上涨了约18%。截至周一收盘，该股收涨6.05%，报209.89美元，这是2024年1月19日以来的最高水平，且为连续第五个交易日上涨。尽管富国银行分析师Colin Langan发布看空报告，特斯拉股价依然上涨。Langan表示，2024年特斯拉的交付预期过高，他预计今年将售出约160万辆车，而FactSet编制的华尔街共识预期为约180万辆。需求放缓增加了特斯拉可能继续降价的风险。Langan对特斯拉股票评级为“卖出”，目标价为120美元。另一个影响股价的因素是特斯拉8月8日机器人出租车活动，届时公司将详细介绍其利用自动驾驶软件和技术的计划。首席执行官马斯克称自动驾驶汽车是一个万亿美元级别的机会，这在最近的交易中激发了投资者的兴趣。Wedbush分析师Dan Ives在周五的一份报告中写道：“我们相信8月8日的机器人出租车日将成为特斯拉故事中的一个关键历史时刻，我们认为这是一个短期催化剂。最终，实现超过一万亿美元估值的关键在于特斯拉的自动驾驶愿景。”Ives对特斯拉股票的评级为“买入”，目标价为275美元。摩根士丹利分析师Adam Jonas对特斯拉股票的评级也是“买入”，目标价为310美元。他对特斯拉新兴的机器人业务的潜力感到兴奋。特斯拉正在开发一种利用人工智能计算进行训练的劳动节约型机器人。Jonas在最近的一份报告中写道：“我们对特斯拉的看法是，它既是一只汽车股票，也是一家能源、人工智能/机器人公司。事实上，我们对核心汽车业务的估值(67美元/股)仅占我们310美元目标价的约20%。”虽然Ives和Jonas都在关注第二季度数据以外的因素，交付结果仍将在一定程度上影响股价。期权市场暗示，特斯拉交付报告发布后，股价将上涨或下跌5%。在过去四次报告中，特斯拉股价平均涨跌幅约为3%。在第一季度交付数据弱于预期后，股价下跌了近5%。第二季度财报将在交付数据公布几周后发布，它对股价的影响可能更大。在过去的四次季度报告发布后，特斯拉股价平均涨跌幅约为11%。截至周一收盘，特斯拉股价今年迄今下跌约15%，而标普500指数则上涨约15%。销售增长放缓和盈利预期下降压低了投资者情绪。","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322771993350256,"gmtCreate":1719810768849,"gmtModify":1719810770563,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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本周可以企稳200，并有所突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322771993350256","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":265817943396504,"gmtCreate":1705915365037,"gmtModify":1705915366367,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265817943396504","repostId":"265409563107352","repostType":1,"repost":{"id":265409563107352,"gmtCreate":1705818642035,"gmtModify":1705821926225,"author":{"id":"10000000000010662","authorId":"10000000000010662","name":"芝能汽车","avatar":"https://static.tigerbbs.com/336727d832ab95004d9b13efcaa8b9b2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"特斯拉电池工厂启动扩建，4680电池要来了？","htmlText":"&nbsp;芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 特斯拉内华达超级工厂是特斯拉公司为确保电池供应，实现雄心勃勃增长计划的第一步。电池工厂是由特斯拉与松下合作，通过增加新的电池生产能力，以满足特斯拉车辆和储能产品对电池组的需求。原计划中，该工厂建成后每年可生产105 GWh电池，年产150 GWh电池组。但由于特斯拉和松下专注于优化当前产能，工厂目前仅完成了约30%的建设。 特斯拉在2023年1月宣布大规模扩建内华达超级工厂，专门增加Tesla Semi卡车和4680电池的产量，并最终将工厂扩大到原计划规模。新增目标是在工厂批量生产Tesla Semi和4680电池，目前Tesla Semi卡车的生产问题，主要卡在了4680电池的环节。 从时间来看， ●&nbsp;2023年1月，特斯拉生产100万个4680电池 ●&nbsp;2023年6月，特斯拉生产1000万个4680电池 ●&nbsp;2023年10月，宣布突破第2000万个4680电池 如果我们按照90-100Wh来估算，加起来也就生产了2GWh的水平。 我们知道4680电池对特斯拉的新车型项目，尤其是Cybertruck新能源卡","listText":"&nbsp;芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 特斯拉内华达超级工厂是特斯拉公司为确保电池供应，实现雄心勃勃增长计划的第一步。电池工厂是由特斯拉与松下合作，通过增加新的电池生产能力，以满足特斯拉车辆和储能产品对电池组的需求。原计划中，该工厂建成后每年可生产105 GWh电池，年产150 GWh电池组。但由于特斯拉和松下专注于优化当前产能，工厂目前仅完成了约30%的建设。 特斯拉在2023年1月宣布大规模扩建内华达超级工厂，专门增加Tesla Semi卡车和4680电池的产量，并最终将工厂扩大到原计划规模。新增目标是在工厂批量生产Tesla Semi和4680电池，目前Tesla Semi卡车的生产问题，主要卡在了4680电池的环节。 从时间来看， ●&nbsp;2023年1月，特斯拉生产100万个4680电池 ●&nbsp;2023年6月，特斯拉生产1000万个4680电池 ●&nbsp;2023年10月，宣布突破第2000万个4680电池 如果我们按照90-100Wh来估算，加起来也就生产了2GWh的水平。 我们知道4680电池对特斯拉的新车型项目，尤其是Cybertruck新能源卡","text":"芝能汽车出品 特斯拉最近宣布推进内华达州超级工厂的扩建计划，着手生产旗下创新产品Tesla Semi电动卡车和4680电池。经过一年的等待，电卡车终于迎来了实质性的进展。 内华达超级工厂是全球产量最高的电动汽车、储能产品、车辆动力总成和电池工厂之一，每年生产数十亿个电池，而Tesla则通过设立两座新工厂（100 GWh 4680电池工厂和高产量Semi工厂）来完善美国的供应体系。 目前电池工厂已经在开工了，YouTube用户发布了一段无人机飞越工厂的视频，声称特斯拉在最近为扩建项目进行了“奠基仪式”，视频显示特斯拉确实在进行一些建筑工作。 图1 建筑工作开动了 图2 建成之后的布局 Part 1 4680电池成熟了吗？ 特斯拉内华达超级工厂是特斯拉公司为确保电池供应，实现雄心勃勃增长计划的第一步。电池工厂是由特斯拉与松下合作，通过增加新的电池生产能力，以满足特斯拉车辆和储能产品对电池组的需求。原计划中，该工厂建成后每年可生产105 GWh电池，年产150 GWh电池组。但由于特斯拉和松下专注于优化当前产能，工厂目前仅完成了约30%的建设。 特斯拉在2023年1月宣布大规模扩建内华达超级工厂，专门增加Tesla Semi卡车和4680电池的产量，并最终将工厂扩大到原计划规模。新增目标是在工厂批量生产Tesla Semi和4680电池，目前Tesla Semi卡车的生产问题，主要卡在了4680电池的环节。 从时间来看， ● 2023年1月，特斯拉生产100万个4680电池 ● 2023年6月，特斯拉生产1000万个4680电池 ● 2023年10月，宣布突破第2000万个4680电池 如果我们按照90-100Wh来估算，加起来也就生产了2GWh的水平。 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本周可以企稳200，并有所突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322771993350256","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306538710630616,"gmtCreate":1715873123795,"gmtModify":1715873255996,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","listText":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","text":"马斯克已经说过fsd订阅率远远高于2%了，还在这里黑fsd的订阅率。世界上能说fsd比百度自动驾驶落后的也就百度自己了。臭不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/306538710630616","repostId":"2435676822","repostType":2,"repost":{"id":"2435676822","pubTimestamp":1715857286,"share":"https://www.laohu8.com/m/news/2435676822?lang=&edition=full","pubTime":"2024-05-16 19:01","market":"hk","language":"zh","title":"百度喊话特斯拉：“如果不信可以先来武汉跑一跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2435676822","media":"观察者网","summary":"但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。","content":"<html><body><article><p>（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在<a href=\"https://laohu8.com/S/BIDU\">百度</a>“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：</p><p>“对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”</p><p>但是百度集团副总裁、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：</p><p>“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”</p><p>2024 年 4 月 6 日，特斯拉首席执行官马斯克曾在社交媒体上表示，特斯拉的 Robotaxi 将会在 8 月 8 日推出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516190754390v163yuc0fg3ferv\"/><p>2024 年 4 月 29 日，马斯克到访中国。随后有消息指出，马斯克和中国有关部门就 FSD（特斯拉自动驾驶系统）在华落地的可能性展开讨论。</p><p>有观点认为，受限于外资企业在中国进行数据采集和训练的合规性、搜集到的数据的脱敏等问题，特斯拉需要在中国和本土供应商合作来完成 FSD 和 Robotaxi 的落地。</p><p>《华尔街日报》 4 月 29 日报道称，有知情人士表示，中国官员告诉特斯拉，北京已经初步批准了特斯拉在中国推出 FSD 软件功能的计划。知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。</p><p>值得注意的是，4月28日，中国汽车工业协会、国家计算机网络应急技术处理协调中心发布《关于汽车数据处理4项安全要求检测情况的通报（第一批）》，特斯拉Model 3和Model Y均在此次符合汽车数据安全4项合规要求的车型名单之中——这也被外界视为特斯拉在为 FSD 入华做前期准备。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516190755516v163c8uvw5mwxb2\"/><p>美国银行在一份报告中指出，马斯克的中国行为特斯拉扫清了在华推出 FSD 软件的障碍，这可能会提高该公司在未来十年的盈利。美银表示，一旦这项技术推出，特斯拉可以向中国 FSD 用户收取每月 99 美元左右的费用（基于其在美国的定价），那么即使在 160 万特斯拉司机中只有四分之一的人订阅，这将相当于 5 亿美元的年收入。</p><p>该行表示：</p><p>“但由于毛利率可能超过 70%，盈利可能达到 3.5 亿美元。”“随着时间的推移，这个数字可能会显著增加，根据IHS对特斯拉在华汽车销量的预测，在同样的假设下，到 2030 年，特斯拉的年度盈利可能达到 23 亿美元。”</p><p>但实际上，在特斯拉 FSD 已经推出的美国，消费者的订阅和付费意愿并不高。FSD 在美订阅金额为99美元/月，但今年3月底，为加速提升FSD功能选装率，特斯拉宣布向美国客户提供为期一个月的免费试用。但在免费试用活动结束后，仅有 2% 车主选择订阅 FSD，低于市场预期。</p><p>值得注意的是，特斯拉在中国的竞争对手，如华为、理想、小鹏、智己等车企都已经在大规模普及城市 NOA，而特斯拉 FSD 进入中国市场，实现城市 NOA 的普及都需要时间。</p><p>在 Robotaxi 方面，中国对企业开展自动驾驶公开道路测试有着严格限制，目前仅在部分城市的部分路段开展试运行，中心城区的开放比例大多低于5%。</p><p><strong>本文系观察者网独家稿件，未经授权，不得转载。</strong></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>百度喊话特斯拉：“如果不信可以先来武汉跑一跑”</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百度喊话特斯拉：“如果不信可以先来武汉跑一跑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 19:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在百度“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：“对于特斯拉将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","TSLA":"特斯拉","BK1095":"互动媒体与服务","09888":"百度集团-SW","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161907557928054b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2435676822","content_text":"（文/周盛明 编辑/高莘）2024 年 5 月 15 日，在百度“Apollo Day 2024”开放日上，百度自动驾驶技术部总经理徐宝强表示：“对于特斯拉将推出的Robotaxi（自动驾驶出租车），百度将根据特斯拉方面的具体应用模式和进入中国市场的节奏等考虑可能的合作机会。”但是百度集团副总裁、智能驾驶事业群组总裁王云鹏则表示，中国的道路场景复杂，特斯拉想要做到百度的全无人运营水平还需要多年追赶：“比如在武汉，特斯拉想要做到当前百度的全无人运营水平，还是需要挺长时间，少则3年、多则5载，如果不信可以先来武汉跑一跑。”2024 年 4 月 6 日，特斯拉首席执行官马斯克曾在社交媒体上表示，特斯拉的 Robotaxi 将会在 8 月 8 日推出。2024 年 4 月 29 日，马斯克到访中国。随后有消息指出，马斯克和中国有关部门就 FSD（特斯拉自动驾驶系统）在华落地的可能性展开讨论。有观点认为，受限于外资企业在中国进行数据采集和训练的合规性、搜集到的数据的脱敏等问题，特斯拉需要在中国和本土供应商合作来完成 FSD 和 Robotaxi 的落地。《华尔街日报》 4 月 29 日报道称，有知情人士表示，中国官员告诉特斯拉，北京已经初步批准了特斯拉在中国推出 FSD 软件功能的计划。知情人士称，特斯拉已单独与百度达成一项协议，特斯拉将获得百度高分辨率的道路地图以用于 FSD 的落地。值得注意的是，4月28日，中国汽车工业协会、国家计算机网络应急技术处理协调中心发布《关于汽车数据处理4项安全要求检测情况的通报（第一批）》，特斯拉Model 3和Model Y均在此次符合汽车数据安全4项合规要求的车型名单之中——这也被外界视为特斯拉在为 FSD 入华做前期准备。美国银行在一份报告中指出，马斯克的中国行为特斯拉扫清了在华推出 FSD 软件的障碍，这可能会提高该公司在未来十年的盈利。美银表示，一旦这项技术推出，特斯拉可以向中国 FSD 用户收取每月 99 美元左右的费用（基于其在美国的定价），那么即使在 160 万特斯拉司机中只有四分之一的人订阅，这将相当于 5 亿美元的年收入。该行表示：“但由于毛利率可能超过 70%，盈利可能达到 3.5 亿美元。”“随着时间的推移，这个数字可能会显著增加，根据IHS对特斯拉在华汽车销量的预测，在同样的假设下，到 2030 年，特斯拉的年度盈利可能达到 23 亿美元。”但实际上，在特斯拉 FSD 已经推出的美国，消费者的订阅和付费意愿并不高。FSD 在美订阅金额为99美元/月，但今年3月底，为加速提升FSD功能选装率，特斯拉宣布向美国客户提供为期一个月的免费试用。但在免费试用活动结束后，仅有 2% 车主选择订阅 FSD，低于市场预期。值得注意的是，特斯拉在中国的竞争对手，如华为、理想、小鹏、智己等车企都已经在大规模普及城市 NOA，而特斯拉 FSD 进入中国市场，实现城市 NOA 的普及都需要时间。在 Robotaxi 方面，中国对企业开展自动驾驶公开道路测试有着严格限制，目前仅在部分城市的部分路段开展试运行，中心城区的开放比例大多低于5%。本文系观察者网独家稿件，未经授权，不得转载。","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":1,"crmLevelSwitch":0},"content":"百度的可能真比特斯拉好 首先他跟特斯拉有合作 其次特斯拉fsd在大陆太受限制了 再说了 买股票重要的不是事实如何 而是市场怎么认为","text":"百度的可能真比特斯拉好 首先他跟特斯拉有合作 其次特斯拉fsd在大陆太受限制了 再说了 买股票重要的不是事实如何 而是市场怎么认为","html":"百度的可能真比特斯拉好 首先他跟特斯拉有合作 其次特斯拉fsd在大陆太受限制了 再说了 买股票重要的不是事实如何 而是市场怎么认为"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324197700886632,"gmtCreate":1720179008381,"gmtModify":1720179010223,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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一直多仓特斯拉，坚持长线投资。财报前应该在265-300之间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324197700886632","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282121095114960,"gmtCreate":1709905730187,"gmtModify":1709905732108,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"已经清仓英伟达，高处不胜寒。苹果再让子弹飞一会儿","listText":"已经清仓英伟达，高处不胜寒。苹果再让子弹飞一会儿","text":"已经清仓英伟达，高处不胜寒。苹果再让子弹飞一会儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/282121095114960","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516227702102673","authorId":"3516227702102673","name":"snoopma","avatar":"https://static.tigerbbs.com/bf5724eeed5bfb60277b6f2d3d1a9651","crmLevel":1,"crmLevelSwitch":0},"content":"我英伟达高位已经出了，现在apl已经等待发力","text":"我英伟达高位已经出了，现在apl已经等待发力","html":"我英伟达高位已经出了，现在apl已经等待发力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231513321767224,"gmtCreate":1697530662631,"gmtModify":1697530663831,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://cn.investing.com/news/stock-market-news/article-2252974\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2252974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178856837","content_text":"据报导，英伟达的长期客户百度于8月订购了1600片华为910B Ascend 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应该支持。没有契约精神怎么能称文明社会？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308563369939256","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304363875774544,"gmtCreate":1715329149527,"gmtModify":1715329151441,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"马斯克需要你给建议？你够能的","listText":"马斯克需要你给建议？你够能的","text":"马斯克需要你给建议？你够能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304363875774544","repostId":"2434048194","repostType":2,"repost":{"id":"2434048194","pubTimestamp":1715270425,"share":"https://www.laohu8.com/m/news/2434048194?lang=&edition=full","pubTime":"2024-05-10 00:00","market":"hk","language":"zh","title":"特斯拉主动放弃“遥遥领先”，建议老马想清楚了再出牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2434048194","media":"差评","summary":"不过呢，特斯拉并不是放弃了一体式压铸，只是他们不打算进一步优化了。不过我觉得，即便是只是不打算继续升级，对特斯拉这个一直 “ 遥遥领先 ” 的人设来说，也算是一种 “ 失败 ” 了。即便如此，特斯拉也被曝出过一体式压铸件废品率曾超过 60% 。就在特斯拉这波拉了之前，外界已经有很多人批评马斯克不管特斯拉了。国内这车市行情可是瞬息万变，老马我建议你想清楚再出牌喔！","content":"<html><body><p>最近啊，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的新闻是一波接着一波。</p><p>先是股价大跌，然后就是裁员风波，马斯克又跑了趟国内，马上就又传出 FSD 要引入国内，还有特斯拉放弃 model 2/Q 的新闻。。。</p><p><img src=\"https://x0.ifengimg.com/res/2024/DDADEF603543ED358C7E9C7B26ED3EDE80A960AD_size65_w1080_h608.jpg\"/></p><p>而在这一堆新闻里，有个消息格外刺眼，那就是：</p><p><strong>特斯拉已经放弃下一代一体式压铸技术</strong></p><p>。</p><p><img src=\"https://x0.ifengimg.com/res/2024/C771EC7B2DF1FC6F195E4CF2CE0B8ACE03FDF0AA_size80_w524_h385.png\"/></p><p>我咋记得一体式压铸，<strong>是特斯拉自己带起来的版本推荐出装啊</strong>。</p><p>《 马斯克传 》里有个小故事，说一体化压铸起源只是马斯克随手拆了一辆车模，最终却掀起了汽车行业的工艺革命。</p><p>这种爽文故事，居然不出续集，多少有点可惜了。</p><p><img src=\"https://x0.ifengimg.com/res/2024/58FC00EEC25E065134657646962962EA8FFE535C_size118_w1080_h1439.jpg\"/></p><p>不过呢，特斯拉并<strong>不是放弃了一体式压铸，只是他们不打算进一步优化了</strong>。</p><p>不过我觉得，即便是只是不打算继续升级，<strong>对特斯拉</strong><strong>这个一直 “ 遥遥领先 ” 的人设</strong><strong>来说</strong><strong>，</strong><strong>也算是一种</strong><strong> “ </strong><strong>失败</strong><strong> ” </strong><strong>了。</strong></p><p>毕竟，当年马斯克可在德州工厂喝着啤酒撸着串，吹自家一体式压铸 1.0 又是减重、又是涨续航、又是降成本，还能加快造车节奏，大大滴好。</p><p>这几年间，像是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、问界、小鹏、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、理想们都跟着出装的。</p><p><img src=\"https://x0.ifengimg.com/res/2024/D91B6DCFF961F279065E74993F2D06A0996AC705_size92_w1080_h608.jpg\"/></p><p>去年特斯拉快搞定一体式压铸 2.0 时，大家可都是期待着特斯拉能彻底颠覆造车工艺。</p><p>结果这样就停下脚步了？实在是有点说不过去吧。</p><p>上为 model3 的后底板 70 多个零件，下为一体化压铸的 modely 的一体式压铸后底板，只有一个零件</p><p><img src=\"https://x0.ifengimg.com/res/2024/78398907B745FE7BE7ADFB24BB5DFA912E9F543A_size60_w1080_h891.jpg\"/></p><p>帮大家回忆回忆，在去年的投资者日上，马斯克在造车流程上画了一个大饼： “ <strong>Unbox </strong>” 。</p><p>用上了 “ Unbox ” 就能拼乐高一样拼汽车，能帮特斯拉再来一遍一体式压铸的神奇。</p><p><img src=\"https://x0.ifengimg.com/res/2024/7848D2E6717AFF78595CE8486AF7C0D9BB9FE05C_size866_w1080_h1275.png\"/></p><p>而要实现这个目标，首先就要解决的就是，<strong>怎么实现一体化压铸 2.0 </strong>。</p><p>船新版本一体化压铸的目标，不再只是解决部分零部件的问题，它打算把友商用 400 多个零部件敲敲打打出来的汽车底部，压铸成一个整体。</p><p>到了如今，特斯拉却打算转头改成了更成熟的三件式铸造车身下部的套路，也就是和 Model Y 和 Cybertruck 一样了。。。</p><p><img src=\"https://x0.ifengimg.com/res/2024/E765F98A09EC0AB677F107E0722AB5B8048EE7A6_size276_w909_h416.png\"/></p><p>根据各路消息看来，一方面是特斯拉最近业绩、利润压力还真蛮大的，得节流想想赚钱的事儿了；另一方面就是技术上还有难题没搞定。</p><p>不过，脖子哥觉得大家可能忽略了一点，那就是，<strong>一体式压铸工艺到底有没有那么神奇</strong>。</p><p>其实从特斯拉高调引入一体式压铸工艺开始，就有不少人质疑。</p><p>因为压铸或者说铸造工艺，是人类从茹毛饮血的时候就已经学会了的，汽车行业用压铸制造零部件也不新鲜。</p><p>奥迪 A8 上用的压铸模具</p><p><img src=\"https://x0.ifengimg.com/res/2024/B93252A95266AB5E43DBE93E2A350DFE4B8F446E_size460_w535_h520.png\"/></p><p>硬说原创性，<strong>把大型一体式的压铸件塞进车里，确实是特斯拉首创</strong>，但也产生了很多问题。</p><p>比如品控就是大型一体式压铸件的最大难题，因为涉及的设计、生产环节都十分复杂，最终很难保证质量。</p><p>所以，网上都有了买到做工有瑕疵的特斯拉，才是正版特斯拉的说法。</p><p>国内厂商极氪副总裁赵春林，也曾吐槽过特斯拉的 “ 压铸件在极氪根本出不了厂 ” 。</p><p><img src=\"https://x0.ifengimg.com/res/2024/0E6B5DF53A450A8401348370FE56CF4E215342DE_size705_w1080_h786.png\"/></p><p>即便如此，特斯拉也被曝出过一体式压铸件废品率曾超过 60% 。</p><p>另一边，<strong>一体式压铸工艺降车重、降成本的优点，也在不断遭受质疑</strong>。</p><p>比如降车重这事儿，特斯拉为了解决压铸件热胀冷缩产生的品控问题，选择专门研发了一种免热处理的铝合金。</p><p><img src=\"https://x0.ifengimg.com/res/2024/2DFA4916C21AAA5764B44AFB36D9F334603EED7E_size180_w1080_h521.png\"/></p><p>这样的确解决了一部分品控问题，可这种材料的强度又不够了。</p><p>那为了保证车子的强度，就得多下点料，那减重效果又没那么好了。</p><p><strong>这是什么面多加水，水多加面的骚操作</strong>。。。</p><p>至于降成本这事儿就更难说了，咱都不算为了实现一体式压铸，投入新技术研发的那些开销了，全权算是为人类点科技树做贡献了。</p><p><strong>光是工业上，一体式压铸想省钱也很难</strong></p><p>。</p><p>大家都知道一体式压铸机压力大、占地面积广了，里面用的模具也又重又大，动不动就是上百吨。</p><p>带来的问题就是，如果想要换一次模具再生产，得请起重机来操作，至少花 10 个小时才行。</p><p><img src=\"https://x0.ifengimg.com/res/2024/FDC1B2F88BD053B781D40F113265FF7585D4BA96_size135_w1050_h700.jpg\"/></p><p>而大件的一体式压铸出来的器件，基本没法互用，就像 model Y 的后车体压铸件，没法给 model 3 用。</p><p>所以，不同于传统车型里的零部件有着大面积通用的情况，一体式压铸很多时候专车专用，大大降低了利用率。</p><p>而想要要保证压铸机的性价比，<strong>根据电动汽车观察家援引业内人士观点估算，</strong><strong>得保持至少月产 1.5 万件才行</strong>。</p><p>这就意味着，单车型年销超过 18 万辆才比较好地省钱。</p><p>而国内去年，<strong>总共也只有 10 款左右新能源车勉强销量超过了 18 万辆</strong>，就连特斯拉自家的 model3 都没能达到这个销量。。。</p><p><img src=\"https://x0.ifengimg.com/res/2024/62D398179BBEDD3657B0CD15C8217E653CCCEAB8_size19_w441_h37.png\"/></p><p>不仅如此，去年初，特斯拉官方曾亲口表示一体式压铸能够降低后地板组件 40% 的成本，注意，<strong>这里说的是后地板组件，并不是全车制造成本</strong>。</p><p>这也是为什么特斯拉掏各种黑科技掏了半天，单车售价还是在 20 多万徘徊，我只能说指望一体式压铸把特斯拉价格打下来，不如指望隔壁锂电池再跌跌。</p><p>所以，脖子哥觉得<strong>一体式压铸最最大的功劳</strong><strong>，</strong><strong>其实是缩短造车时间和新车型研发周期</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2024/13D5D36812539F7D8E3C4B5D0F889CCDA32BFFF7_size382_w708_h416.png\"/></p><p>缩短造车时间好理解，毕竟零部件少了，造起来当然更快。</p><p>而减少车型研发周期是因为传统汽车制造中，车身、内外饰、电器等零件三个部分，需要经过三轮综合匹配，基本要花半年时间。</p><p>可一体式压铸，能够简化零部件的物流和匹配难度，<strong>开发周期能直接缩短到 1-2 个月</strong>。</p><p>所以，前两年特斯拉大卖，产能是制约销量的最大问题时，一体式压铸可是帮了大忙的。</p><p><img src=\"https://x0.ifengimg.com/res/2024/8A93C08E5222792C48AE4102F060B21752B7A3DB_size136_w1080_h650.jpg\"/></p><p>可是缩短新车型研发周期这事儿，特斯拉显然就没利用好。</p><p>就在国产新能源突飞猛进的这几年，特斯拉几乎没有新车上市。</p><p>此前一直被外界认为最适合使用一体式压铸 2.0 的 model 2/Q 迟迟不上线，甚至前不久还被传出项目被砍的新闻。</p><p>急得马斯克出来怒喷媒体是个大骗子，<strong>但说实话，特斯拉最近的幺蛾子这么多，马斯克多少得背点锅的。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2024/AB795FA3876E72FFEDE3F0075E90B5BF35CCD7BE_size213_w1080_h572.png\"/></p><p>就在特斯拉这波拉了之前，外界已经有很多人批评马斯克不管特斯拉了。</p><p>我们从他网上冲浪时的发言也能看出来，马斯克满脑子缠在 AI 、 SpaceX 伟大的火星计划上。</p><p>最近好不容易把心思放回到车上时，却又一头栽进了自动驾驶的故事里。</p><p>在马斯克看来，没有自动驾驶，再好的汽车和高级马车没有区别</p><p><img src=\"https://x0.ifengimg.com/res/2024/88883804F1BB7835EFF76CFBD14F365FF03AA3CA_size65_w524_h323.png\"/></p><p>我们没法判断，马斯克喊停一体化压铸 2.0 是他真想抓住这个窗口期，全力攻下 Robotaxi 的技术。</p><p>还是单纯觉得全底盘一体式压铸技术难度有点大，腹背受敌的特斯拉，急于用更快更简单的方法重振雄风。</p><p>也可能是，在国内汽车产业链的集群优势下，再卷什么压铸工艺，所能做的无非是把 90 分的答卷提高到 92 分，不如换个思路，把其它短板补上来呢？</p><p>不过作为我们普通消费者，更烦心的倒是等了好久的 model 2 / Q 短期是用不上 2.0 版本的一体化压铸了。</p><p>那也可能就意味着价格就没我们期待的那么低，又或者上市的时间没那么快了。</p><p>国内这车市行情可是瞬息万变，老马我建议你想清楚再出牌喔！</p><p><strong>撰文</strong>：八戒 <strong>编辑</strong>：江江 &amp; 面线 <strong>封面</strong>：萱萱</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉主动放弃“遥遥领先”，建议老马想清楚了再出牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8ZSCuV4YTD6><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近啊，特斯拉的新闻是一波接着一波。先是股价大跌，然后就是裁员风波，马斯克又跑了趟国内，马上就又传出 FSD 要引入国内，还有特斯拉放弃 model 2/Q 的新闻。。。而在这一堆新闻里，有个消息格外刺眼，那就是：特斯拉已经放弃下一代一体式压铸技术。我咋记得一体式压铸，是特斯拉自己带起来的版本推荐出装啊。《 马斯克传 》里有个小故事，说一体化压铸起源只是马斯克随手拆了一辆车模，最终却掀起了汽车行业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZSCuV4YTD6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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Acc"},"source_url":"https://tech.ifeng.com/c/8ZSCuV4YTD6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434048194","content_text":"最近啊，特斯拉的新闻是一波接着一波。先是股价大跌，然后就是裁员风波，马斯克又跑了趟国内，马上就又传出 FSD 要引入国内，还有特斯拉放弃 model 2/Q 的新闻。。。而在这一堆新闻里，有个消息格外刺眼，那就是：特斯拉已经放弃下一代一体式压铸技术。我咋记得一体式压铸，是特斯拉自己带起来的版本推荐出装啊。《 马斯克传 》里有个小故事，说一体化压铸起源只是马斯克随手拆了一辆车模，最终却掀起了汽车行业的工艺革命。这种爽文故事，居然不出续集，多少有点可惜了。不过呢，特斯拉并不是放弃了一体式压铸，只是他们不打算进一步优化了。不过我觉得，即便是只是不打算继续升级，对特斯拉这个一直 “ 遥遥领先 ” 的人设来说，也算是一种 “ 失败 ” 了。毕竟，当年马斯克可在德州工厂喝着啤酒撸着串，吹自家一体式压铸 1.0 又是减重、又是涨续航、又是降成本，还能加快造车节奏，大大滴好。这几年间，像是蔚来、问界、小鹏、极氪、理想们都跟着出装的。去年特斯拉快搞定一体式压铸 2.0 时，大家可都是期待着特斯拉能彻底颠覆造车工艺。结果这样就停下脚步了？实在是有点说不过去吧。上为 model3 的后底板 70 多个零件，下为一体化压铸的 modely 的一体式压铸后底板，只有一个零件帮大家回忆回忆，在去年的投资者日上，马斯克在造车流程上画了一个大饼： “ Unbox ” 。用上了 “ Unbox ” 就能拼乐高一样拼汽车，能帮特斯拉再来一遍一体式压铸的神奇。而要实现这个目标，首先就要解决的就是，怎么实现一体化压铸 2.0 。船新版本一体化压铸的目标，不再只是解决部分零部件的问题，它打算把友商用 400 多个零部件敲敲打打出来的汽车底部，压铸成一个整体。到了如今，特斯拉却打算转头改成了更成熟的三件式铸造车身下部的套路，也就是和 Model Y 和 Cybertruck 一样了。。。根据各路消息看来，一方面是特斯拉最近业绩、利润压力还真蛮大的，得节流想想赚钱的事儿了；另一方面就是技术上还有难题没搞定。不过，脖子哥觉得大家可能忽略了一点，那就是，一体式压铸工艺到底有没有那么神奇。其实从特斯拉高调引入一体式压铸工艺开始，就有不少人质疑。因为压铸或者说铸造工艺，是人类从茹毛饮血的时候就已经学会了的，汽车行业用压铸制造零部件也不新鲜。奥迪 A8 上用的压铸模具硬说原创性，把大型一体式的压铸件塞进车里，确实是特斯拉首创，但也产生了很多问题。比如品控就是大型一体式压铸件的最大难题，因为涉及的设计、生产环节都十分复杂，最终很难保证质量。所以，网上都有了买到做工有瑕疵的特斯拉，才是正版特斯拉的说法。国内厂商极氪副总裁赵春林，也曾吐槽过特斯拉的 “ 压铸件在极氪根本出不了厂 ” 。即便如此，特斯拉也被曝出过一体式压铸件废品率曾超过 60% 。另一边，一体式压铸工艺降车重、降成本的优点，也在不断遭受质疑。比如降车重这事儿，特斯拉为了解决压铸件热胀冷缩产生的品控问题，选择专门研发了一种免热处理的铝合金。这样的确解决了一部分品控问题，可这种材料的强度又不够了。那为了保证车子的强度，就得多下点料，那减重效果又没那么好了。这是什么面多加水，水多加面的骚操作。。。至于降成本这事儿就更难说了，咱都不算为了实现一体式压铸，投入新技术研发的那些开销了，全权算是为人类点科技树做贡献了。光是工业上，一体式压铸想省钱也很难。大家都知道一体式压铸机压力大、占地面积广了，里面用的模具也又重又大，动不动就是上百吨。带来的问题就是，如果想要换一次模具再生产，得请起重机来操作，至少花 10 个小时才行。而大件的一体式压铸出来的器件，基本没法互用，就像 model Y 的后车体压铸件，没法给 model 3 用。所以，不同于传统车型里的零部件有着大面积通用的情况，一体式压铸很多时候专车专用，大大降低了利用率。而想要要保证压铸机的性价比，根据电动汽车观察家援引业内人士观点估算，得保持至少月产 1.5 万件才行。这就意味着，单车型年销超过 18 万辆才比较好地省钱。而国内去年，总共也只有 10 款左右新能源车勉强销量超过了 18 万辆，就连特斯拉自家的 model3 都没能达到这个销量。。。不仅如此，去年初，特斯拉官方曾亲口表示一体式压铸能够降低后地板组件 40% 的成本，注意，这里说的是后地板组件，并不是全车制造成本。这也是为什么特斯拉掏各种黑科技掏了半天，单车售价还是在 20 多万徘徊，我只能说指望一体式压铸把特斯拉价格打下来，不如指望隔壁锂电池再跌跌。所以，脖子哥觉得一体式压铸最最大的功劳，其实是缩短造车时间和新车型研发周期。缩短造车时间好理解，毕竟零部件少了，造起来当然更快。而减少车型研发周期是因为传统汽车制造中，车身、内外饰、电器等零件三个部分，需要经过三轮综合匹配，基本要花半年时间。可一体式压铸，能够简化零部件的物流和匹配难度，开发周期能直接缩短到 1-2 个月。所以，前两年特斯拉大卖，产能是制约销量的最大问题时，一体式压铸可是帮了大忙的。可是缩短新车型研发周期这事儿，特斯拉显然就没利用好。就在国产新能源突飞猛进的这几年，特斯拉几乎没有新车上市。此前一直被外界认为最适合使用一体式压铸 2.0 的 model 2/Q 迟迟不上线，甚至前不久还被传出项目被砍的新闻。急得马斯克出来怒喷媒体是个大骗子，但说实话，特斯拉最近的幺蛾子这么多，马斯克多少得背点锅的。就在特斯拉这波拉了之前，外界已经有很多人批评马斯克不管特斯拉了。我们从他网上冲浪时的发言也能看出来，马斯克满脑子缠在 AI 、 SpaceX 伟大的火星计划上。最近好不容易把心思放回到车上时，却又一头栽进了自动驾驶的故事里。在马斯克看来，没有自动驾驶，再好的汽车和高级马车没有区别我们没法判断，马斯克喊停一体化压铸 2.0 是他真想抓住这个窗口期，全力攻下 Robotaxi 的技术。还是单纯觉得全底盘一体式压铸技术难度有点大，腹背受敌的特斯拉，急于用更快更简单的方法重振雄风。也可能是，在国内汽车产业链的集群优势下，再卷什么压铸工艺，所能做的无非是把 90 分的答卷提高到 92 分，不如换个思路，把其它短板补上来呢？不过作为我们普通消费者，更烦心的倒是等了好久的 model 2 / Q 短期是用不上 2.0 版本的一体化压铸了。那也可能就意味着价格就没我们期待的那么低，又或者上市的时间没那么快了。国内这车市行情可是瞬息万变，老马我建议你想清楚再出牌喔！撰文：八戒 编辑：江江 & 面线 封面：萱萱","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269418470129896,"gmtCreate":1706792814486,"gmtModify":1706860585984,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"META，亚马逊还行，苹果够呛","listText":"META，亚马逊还行，苹果够呛","text":"META，亚马逊还行，苹果够呛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269418470129896","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}