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闲人老马

闲人老马

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07-02 21:56

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

07-01 13:12

$特斯拉(TSLA)$ 本周可以企稳200，并有所突破

07-02 22:21

$特斯拉(TSLA)$ 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

01-22

这篇文章不错，转发给大家看看

@芝能汽车:特斯拉电池工厂启动扩建，4680电池要来了？

03-06

$特斯拉(TSLA)$ 175-180是底部，可以持续加仓。2025年会爆发。今年你置特斯拉不理，明年你会高攀不起。做长线者200左右可以随时补仓

01-25

$特斯拉(TSLA)$ 如果到180左右可以做多

05-22

$特斯拉(TSLA)$ 过200不会太久

04-29

$特斯拉(TSLA)$ 夜盘已经升到176刀。开票过180应该不会有难度

05-16

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

百度喊话特斯拉：“如果不信可以先来武汉跑一跑”

03-08

已经清仓英伟达，高处不胜寒。苹果再让子弹飞一会儿

2023-10-17

$特斯拉(TSLA)$ 看好特斯拉。即使财报不符预期，也不会大跌。一旦有新的催化剂，便会大涨

04-29

$特斯拉(TSLA)$ 涨势如虹

05-14

$特斯拉(TSLA)$ 空头拼命唱空时它就会暴升，弄得做空者尴尬😅

2023-11-07

1600片，数量惊人啊。英伟达被吓尿了

华为抢占英伟达市场！消息称百度订购大量华为AI芯片

06-13

$特斯拉(TSLA)$ 不只这一点利好。人形机器人和FSD会有新进展，Robotaxi将会出样车及打车程序，Model 2 会出样车，上海储能工厂投产等等利好不断，股价会不断上攻

05-22

$特斯拉(TSLA)$ 应该支持。没有契约精神怎么能称文明社会？

05-10

马斯克需要你给建议？你够能的

特斯拉主动放弃“遥遥领先”，建议老马想清楚了再出牌

02-01

META，亚马逊还行，苹果够呛

2023-11-20

$特斯拉(TSLA)$ 马斯克不在意股票价格的上下波动，他要做的是实现他的抱负。

06-12

$特斯拉(TSLA)$ 希望通过，也一定能通过

去老虎APP查看更多动态

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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":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","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","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4581":"高盛持仓","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","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4099":"汽车制造商","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"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":20,"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\" 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}\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":1,"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":143,"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":25,"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":1554,"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":0,"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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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":0,"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":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322751118651464,"gmtCreate":1719805671457,"gmtModify":1719807062133,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"要点脸好吗？","listText":"要点脸好吗？","text":"要点脸好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322751118651464","repostId":"2448868931","repostType":2,"repost":{"id":"2448868931","pubTimestamp":1719800111,"share":"https://www.laohu8.com/m/news/2448868931?lang=&edition=full","pubTime":"2024-07-01 10:15","market":"us","language":"zh","title":"华为深夜宣布：智能驾驶系统大降价，迎战特斯拉FSD入华","url":"https://stock-news.laohu8.com/highlight/detail?id=2448868931","media":"金融界","summary":"华为在深夜宣布了一项重要消息！这次降价是华为在4月底发布干昆智驾系统后的首次降价活动。华为在4月底的北京车展前夕正式发布了干昆品牌，带来了ADS 3.0系统，这也是干昆智驾的首次亮相。目前，长安汽车旗下的阿维塔品牌已经宣布将成为首批搭载华为干昆ADS 3.0系统的汽车品牌，并计划从6月29日开始在全国开展为期一个月的智驾体验活动。此外，特斯拉FSD系统入华的消息也不断传来，据悉上海临港新片区正在推动特斯拉FSD的落地试点。","content":"<html><body><article><p>华为在深夜宣布了一项重要消息！HUAWEI ADS（干昆智驾）高阶功能包推出了限时优惠价格。原价3.6万元的ADS高阶功能包，现在的价格调整为3万元，降价幅度达到了6000元。这次优惠的有效期是从2024年7月1日开始，一直持续到2024年12月31日结束。</p><p>这次降价是华为在4月底发布干昆智驾系统后的首次降价活动。近期，已经有包括阿维塔、岚图、传祺在内的多个汽车品牌宣布将搭载华为的干昆ADS 3.0系统。值得注意的是，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的FSD（全自动驾驶系统）也即将进入中国市场，这标志着<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶领域的竞争正在加剧。</p><p>除了降价信息，华为还宣布了高阶智驾包的订阅价格保持不变，其中包月价格为720元/月，包年价格为7200元/年。华为在4月底的北京车展前夕正式发布了干昆品牌，带来了ADS 3.0系统，这也是干昆智驾的首次亮相。</p><p>目前，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>旗下的阿维塔品牌已经宣布将成为首批搭载华为干昆ADS 3.0系统的汽车品牌，并计划从6月29日开始在全国开展为期一个月的智驾体验活动。东风旗下的岚图品牌也在春季技术沟通会上宣布，将搭载华为的干昆ADS 3.0智驾系统。广汽传祺也确认了搭载干昆ADS 3.0的车型将于2025年第一季度上市交付。预计华为干昆ADS 3.0将在2025年下半年实现量产。</p><p>华为的ADS 3.0系统在技术上进行了升级，舍弃了BEV网络，全面转向GOD大网，增强了异型障碍物识别和道路结构感知能力，并在预测、决策与规划端引入了神经网络，实现了端到端架构的商用。这使得车辆的智能驾驶场景复杂度得到了进一步提升，包括主动安全能力的提升、车位到车位的NCA功能实现，以及智能泊车功能的优化。</p><p>此外，特斯拉FSD系统入华的消息也不断传来，据悉<a href=\"https://laohu8.com/S/600848\">上海临港</a>新片区正在推动特斯拉FSD的落地试点。华为常务董事余承东在直播中提到，即使不带激光雷达的华为智驾版本也比特斯拉FSD更好，而带激光雷达的性能更佳。他表示欢迎竞争，认为竞争之后才能看出谁做得更好。责任编辑：栎树</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>华为深夜宣布：智能驾驶系统大降价，迎战特斯拉FSD入华</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华为深夜宣布：智能驾驶系统大降价，迎战特斯拉FSD入华\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011017579ee94cb2&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华为在深夜宣布了一项重要消息！HUAWEI ADS（干昆智驾）高阶功能包推出了限时优惠价格。原价3.6万元的ADS高阶功能包，现在的价格调整为3万元，降价幅度达到了6000元。这次优惠的有效期是从2024年7月1日开始，一直持续到2024年12月31日结束。这次降价是华为在4月底发布干昆智驾系统后的首次降价活动。近期，已经有包括阿维塔、岚图、传祺在内的多个汽车品牌宣布将搭载华为的干昆ADS 3.0...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011017579ee94cb2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND 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ADS（干昆智驾）高阶功能包推出了限时优惠价格。原价3.6万元的ADS高阶功能包，现在的价格调整为3万元，降价幅度达到了6000元。这次优惠的有效期是从2024年7月1日开始，一直持续到2024年12月31日结束。这次降价是华为在4月底发布干昆智驾系统后的首次降价活动。近期，已经有包括阿维塔、岚图、传祺在内的多个汽车品牌宣布将搭载华为的干昆ADS 3.0系统。值得注意的是，特斯拉的FSD（全自动驾驶系统）也即将进入中国市场，这标志着智能驾驶领域的竞争正在加剧。除了降价信息，华为还宣布了高阶智驾包的订阅价格保持不变，其中包月价格为720元/月，包年价格为7200元/年。华为在4月底的北京车展前夕正式发布了干昆品牌，带来了ADS 3.0系统，这也是干昆智驾的首次亮相。目前，长安汽车旗下的阿维塔品牌已经宣布将成为首批搭载华为干昆ADS 3.0系统的汽车品牌，并计划从6月29日开始在全国开展为期一个月的智驾体验活动。东风旗下的岚图品牌也在春季技术沟通会上宣布，将搭载华为的干昆ADS 3.0智驾系统。广汽传祺也确认了搭载干昆ADS 3.0的车型将于2025年第一季度上市交付。预计华为干昆ADS 3.0将在2025年下半年实现量产。华为的ADS 3.0系统在技术上进行了升级，舍弃了BEV网络，全面转向GOD大网，增强了异型障碍物识别和道路结构感知能力，并在预测、决策与规划端引入了神经网络，实现了端到端架构的商用。这使得车辆的智能驾驶场景复杂度得到了进一步提升，包括主动安全能力的提升、车位到车位的NCA功能实现，以及智能泊车功能的优化。此外，特斯拉FSD系统入华的消息也不断传来，据悉上海临港新片区正在推动特斯拉FSD的落地试点。华为常务董事余承东在直播中提到，即使不带激光雷达的华为智驾版本也比特斯拉FSD更好，而带激光雷达的性能更佳。他表示欢迎竞争，认为竞争之后才能看出谁做得更好。责任编辑：栎树","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321340351799336,"gmtCreate":1719480662427,"gmtModify":1719480664720,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"长期投资，最有想象空间的还是特斯拉，目前处于低位","listText":"长期投资，最有想象空间的还是特斯拉，目前处于低位","text":"长期投资，最有想象空间的还是特斯拉，目前处于低位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321340351799336","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321370755391552,"gmtCreate":1719479217688,"gmtModify":1719479219046,"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)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好特斯拉。破200不是问题，应该很快","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看好特斯拉。破200不是问题，应该很快","text":"$特斯拉(TSLA)$ 看好特斯拉。破200不是问题，应该很快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321370755391552","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321226810724408,"gmtCreate":1719454932959,"gmtModify":1719454934331,"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>&nbsp; 买特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 买特斯拉","text":"$特斯拉(TSLA)$ 买特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321226810724408","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321068217049280,"gmtCreate":1719415924963,"gmtModify":1719415928327,"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> 万点红中一点绿","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 万点红中一点绿","text":"$特斯拉(TSLA)$ 万点红中一点绿","images":[{"img":"https://static.tigerbbs.com/d732d19a281aa30422077d334cab5e93","width":"1600","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321068217049280","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321058013540472,"gmtCreate":1719413647233,"gmtModify":1719413648339,"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> 今天空军集体沉默","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今天空军集体沉默","text":"$特斯拉(TSLA)$ 今天空军集体沉默","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321058013540472","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320867960692800,"gmtCreate":1719372550968,"gmtModify":1719372553254,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"端到端神经网络的自动驾驶靠的是行驶数据和算力。特斯拉有超过10亿英里的自动驾驶行驶数据，华为有吗？特斯拉的训练模型算力是华为的25倍。华为要扛特斯拉，不知道靠啥来扛","listText":"端到端神经网络的自动驾驶靠的是行驶数据和算力。特斯拉有超过10亿英里的自动驾驶行驶数据，华为有吗？特斯拉的训练模型算力是华为的25倍。华为要扛特斯拉，不知道靠啥来扛","text":"端到端神经网络的自动驾驶靠的是行驶数据和算力。特斯拉有超过10亿英里的自动驾驶行驶数据，华为有吗？特斯拉的训练模型算力是华为的25倍。华为要扛特斯拉，不知道靠啥来扛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320867960692800","repostId":"2446840524","repostType":2,"repost":{"id":"2446840524","pubTimestamp":1719325140,"share":"https://www.laohu8.com/m/news/2446840524?lang=&edition=full","pubTime":"2024-06-25 22:19","market":"sh","language":"zh","title":"驭势科技吴甘沙：商用车领域应该能更快实现L4","url":"https://stock-news.laohu8.com/highlight/detail?id=2446840524","media":"睿见Economy","summary":"驭势科技的CEO吴甘沙出席并发言。　　吴甘沙表示，乘用车智能驾驶这一块，特斯拉很有可能会远远地把大家甩下来，“因为其实前些年，大家都是靠人来解决corner case的问题，现在它通过数据和算力，可能可以终极性地解决corner case的问题。”　　吴甘沙提到，商用车的商业模式是给业主、给甲方省掉司机的成本，“因为AI司机不自私、不疲劳、不路怒，也不会炒业主鱿鱼，而且它能三班倒。”","content":"<html><body><div>\n<p> 专题：2024夏季达沃斯新浪财经之夜·正和岛夜话</p>\n<p>　　“2024夏季达沃斯新浪财经之夜·正和岛夜话”6月25日在大连举办。驭势科技的CEO吴甘沙出席并发言。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/122/w550h372/20240625/da1d-e8fa8917f30d8352eba37a162e35ed48.png\"/><span></span></div>\n<p>　　吴甘沙表示，乘用车<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶这一块，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能会远远地把大家甩下来，“因为其实前些年，大家都是靠人来解决corner case的问题，现在它通过数据和算力，可能可以终极性地解决corner case的问题。”</p>\n<p>　　吴甘沙指出，如果那条道路真的走通，很有可能一两年之内就出现了自动驾驶的ChatGPT时刻。</p>\n<p>　　吴甘沙提到，商用车的商业模式是给业主、给甲方省掉司机的成本，“因为AI司机不自私、不疲劳、不路怒，也不会炒业主鱿鱼，而且它能三班倒。”他说，所以在商用车、特种车、专用车这个领域应该是能更快实现L4。</p>\n<p>　　吴甘沙说：“特斯拉让华为去扛，在（商用车）这样的一些场景，对于<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>还是大有可为。”</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>驭势科技吴甘沙：商用车领域应该能更快实现L4</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驭势科技吴甘沙：商用车领域应该能更快实现L4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 22:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2024-06-25/doc-inazykka1306832.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2024夏季达沃斯新浪财经之夜·正和岛夜话\n　　“2024夏季达沃斯新浪财经之夜·正和岛夜话”6月25日在大连举办。驭势科技的CEO吴甘沙出席并发言。\n\n　　吴甘沙表示，乘用车智能驾驶这一块，特斯拉很有可能会远远地把大家甩下来，“因为其实前些年，大家都是靠人来解决corner case的问题，现在它通过数据和算力，可能可以终极性地解决corner case的问题。”\n　　吴甘沙指出，如果那条...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-06-25/doc-inazykka1306832.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SINA":"新浪","BK4588":"碎股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","BK4592":"伊斯兰概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-06-25/doc-inazykka1306832.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2446840524","content_text":"专题：2024夏季达沃斯新浪财经之夜·正和岛夜话\n　　“2024夏季达沃斯新浪财经之夜·正和岛夜话”6月25日在大连举办。驭势科技的CEO吴甘沙出席并发言。\n\n　　吴甘沙表示，乘用车智能驾驶这一块，特斯拉很有可能会远远地把大家甩下来，“因为其实前些年，大家都是靠人来解决corner case的问题，现在它通过数据和算力，可能可以终极性地解决corner case的问题。”\n　　吴甘沙指出，如果那条道路真的走通，很有可能一两年之内就出现了自动驾驶的ChatGPT时刻。\n　　吴甘沙提到，商用车的商业模式是给业主、给甲方省掉司机的成本，“因为AI司机不自私、不疲劳、不路怒，也不会炒业主鱿鱼，而且它能三班倒。”他说，所以在商用车、特种车、专用车这个领域应该是能更快实现L4。\n　　吴甘沙说：“特斯拉让华为去扛，在（商用车）这样的一些场景，对于创业公司还是大有可为。”\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320864073240688,"gmtCreate":1719371745613,"gmtModify":1719373477432,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"非常周全的分析。有清晰的发展路径的公司才值得投资","listText":"非常周全的分析。有清晰的发展路径的公司才值得投资","text":"非常周全的分析。有清晰的发展路径的公司才值得投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320864073240688","repostId":"2446874989","repostType":2,"repost":{"id":"2446874989","pubTimestamp":1719369777,"share":"https://www.laohu8.com/m/news/2446874989?lang=&edition=full","pubTime":"2024-06-26 10:42","market":"us","language":"en","title":"Stifel Initiates Tesla Stock with a Buy Rating, Sees 45% Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2446874989","media":"Investing.com","summary":"Stifel initiated research coverage of Tesla  with a Buy rating and setting a price target of $265, which implies an upside potential of about 45% based on Tuesday's closing price.Stifel noted Tesla's strong positioning to deliver robust growth from 2025 to 2027 and beyond.\"In the near term, the revamped Model 3 and upcoming Model Y refresh should bolster sales, followed by the commencement of its next-generation vehicle  production, which will likely garner very strong demand,\" analysts wrote.\"We also believe TSLA's AI-based Full Self-Driving  initiative has the potential to generate significant value through sales of FSD, possible licensing agreements, and as a critical driver of longer-term RoboTaxi initiatives.\". Tesla, led by CEO Elon Musk, is recognized as the global leader in the EV market, holding a dominant share in the United States. Stifel's confidence in Tesla stems from its robust technology portfolio, global manufacturing footprint, and strong profitability.Stifel believes","content":"<html><head></head><body><p>Stifel initiated research coverage of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> with a Buy rating and setting a price target of $265, which implies an upside potential of about 45% based on Tuesday&#39;s closing price.</p><p>Stifel noted Tesla&#39;s strong positioning to deliver robust growth from 2025 to 2027 and beyond.</p><p>&#34;In the near term, the revamped Model 3 and upcoming Model Y refresh should bolster sales, followed by the commencement of its next-generation vehicle (Model 2) production, which will likely garner very strong demand,&#34; analysts wrote.</p><p>&#34;We also believe TSLA&#39;s AI-based Full Self-Driving (FSD) initiative has the potential to generate significant value through sales of FSD, possible licensing agreements, and as a critical driver of longer-term RoboTaxi initiatives.&#34;</p><p>Tesla, led by CEO Elon Musk, is recognized as the global leader in the EV market, holding a dominant share in the United States. Stifel&#39;s confidence in Tesla stems from its robust technology portfolio, global manufacturing footprint, and strong profitability.</p><p>The brokerage firm also pointed out Tesla&#39;s vast global supply chain and internal manufacturing as factors supporting cost advantages and margins.</p><p>The Supercharger network was also mentioned as a key element driving brand loyalty, sales, and profitability for Tesla.</p><p>Stifel believes that Tesla&#39;s pure AI-based FSD technology could generate significant value. This includes sales of the FSD software, possible licensing agreements, and its critical role in the development of RoboTaxi initiatives in the longer term.</p><p>Moreover, Tesla&#39;s energy generation and storage business is seen as a potentially significant growth driver.</p><p>Despite acknowledging near-term risks such as the lackluster first-quarter results in 2024 and potential headwinds in EV adoption, as well as uncertainties surrounding the U.S. election, Stifel suggests that recent downward estimate revisions for Tesla&#39;s stock are likely finished, which could remove an overhang on shares of the EV maker.</p></body></html>","source":"investingArticles_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>Stifel Initiates Tesla Stock with a Buy Rating, Sees 45% Upside Potential</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\">\nStifel Initiates Tesla Stock with a Buy Rating, Sees 45% Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/stifel-initiates-tesla-stock-with-a-buy-rating-sees-45-upside-potential-3496460><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stifel initiated research coverage of Tesla with a Buy rating and setting a price target of $265, which implies an upside potential of about 45% based on Tuesday's closing price.Stifel noted Tesla's ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/stifel-initiates-tesla-stock-with-a-buy-rating-sees-45-upside-potential-3496460\">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","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.investing.com/news/stock-market-news/stifel-initiates-tesla-stock-with-a-buy-rating-sees-45-upside-potential-3496460","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446874989","content_text":"Stifel initiated research coverage of Tesla with a Buy rating and setting a price target of $265, which implies an upside potential of about 45% based on Tuesday's closing price.Stifel noted Tesla's strong positioning to deliver robust growth from 2025 to 2027 and beyond.\"In the near term, the revamped Model 3 and upcoming Model Y refresh should bolster sales, followed by the commencement of its next-generation vehicle (Model 2) production, which will likely garner very strong demand,\" analysts wrote.\"We also believe TSLA's AI-based Full Self-Driving (FSD) initiative has the potential to generate significant value through sales of FSD, possible licensing agreements, and as a critical driver of longer-term RoboTaxi initiatives.\"Tesla, led by CEO Elon Musk, is recognized as the global leader in the EV market, holding a dominant share in the United States. Stifel's confidence in Tesla stems from its robust technology portfolio, global manufacturing footprint, and strong profitability.The brokerage firm also pointed out Tesla's vast global supply chain and internal manufacturing as factors supporting cost advantages and margins.The Supercharger network was also mentioned as a key element driving brand loyalty, sales, and profitability for Tesla.Stifel believes that Tesla's pure AI-based FSD technology could generate significant value. This includes sales of the FSD software, possible licensing agreements, and its critical role in the development of RoboTaxi initiatives in the longer term.Moreover, Tesla's energy generation and storage business is seen as a potentially significant growth driver.Despite acknowledging near-term risks such as the lackluster first-quarter results in 2024 and potential headwinds in EV adoption, as well as uncertainties surrounding the U.S. election, Stifel suggests that recent downward estimate revisions for Tesla's stock are likely finished, which could remove an overhang on shares of the EV maker.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320636109934744,"gmtCreate":1719303480934,"gmtModify":1719303482455,"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/320636109934744","repostId":"2446895799","repostType":2,"repost":{"id":"2446895799","pubTimestamp":1719302533,"share":"https://www.laohu8.com/m/news/2446895799?lang=&edition=full","pubTime":"2024-06-25 16:02","market":"hk","language":"zh","title":"特斯拉大牛巴伦资本一季度亏损9%，马斯克回应：长期回报将是非凡的","url":"https://stock-news.laohu8.com/highlight/detail?id=2446895799","media":"金融界","summary":"特斯拉股价今年一直处于低迷状态，该公司CEO埃隆·马斯克周一表示，从长远来看，特斯拉股票的长期回报将是非凡的。马斯克是在回应资产管理公司巴伦资本的一条帖子，这家由罗恩·巴伦领导的公司一直看好特斯拉，截至第一季度末，特斯拉是巴伦合伙人基金的最大重仓股。马斯克在回应这篇帖子时说：“我相信，特斯拉的长期回报将是非凡的。”","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价今年一直处于低迷状态，该公司CEO埃隆·马斯克（Elon Musk）周一表示，从长远来看，特斯拉股票的长期回报将是非凡的。</p><p>马斯克是在回应资产管理公司巴伦资本（Baron Capital）的一条帖子，这家由罗恩·巴伦（Ron Baron）领导的公司一直看好特斯拉，截至第一季度末，特斯拉是巴伦合伙人基金（Baron Partners Fund）的最大重仓股。</p><p>因此，该基金第一季度出现亏损也就不足为奇了。过去三年，该基金的年化回报率为负0.20%，今年第一季度的回报率为负9%，而同期<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的回报率超过10.5%。</p><p>巴伦资本在帖子中解释称，基金表现不佳主要是由于特斯拉股票的疲软，但同时表达了对股价反弹的信心。该公司引用了罗恩·巴伦和迈克尔·巴伦的评论，称在过去的情况下，当特斯拉在一段时间内表现不佳后，股价都会回升并强劲上涨，这得益于该公司基础业务的实力。</p><p>马斯克在回应这篇帖子时说：“我相信，特斯拉的长期回报将是非凡的。”</p>\n<div>\n<div>\r\n            责任编辑：山上\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>特斯拉大牛巴伦资本一季度亏损9%，马斯克回应：长期回报将是非凡的</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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特斯拉大牛巴伦资本一季度亏损9%，马斯克回应：长期回报将是非凡的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/06/25160241181951.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价今年一直处于低迷状态，该公司CEO埃隆·马斯克（Elon Musk）周一表示，从长远来看，特斯拉股票的长期回报将是非凡的。马斯克是在回应资产管理公司巴伦资本（Baron Capital）的一条帖子，这家由罗恩·巴伦（Ron Baron）领导的公司一直看好特斯拉，截至第一季度末，特斯拉是巴伦合伙人基金（Baron Partners Fund）的最大重仓股。因此，该基金第一季度出现亏损也就...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/06/25160241181951.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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Acc","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://usstock.jrj.com.cn/2024/06/25160241181951.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446895799","content_text":"特斯拉股价今年一直处于低迷状态，该公司CEO埃隆·马斯克（Elon Musk）周一表示，从长远来看，特斯拉股票的长期回报将是非凡的。马斯克是在回应资产管理公司巴伦资本（Baron Capital）的一条帖子，这家由罗恩·巴伦（Ron Baron）领导的公司一直看好特斯拉，截至第一季度末，特斯拉是巴伦合伙人基金（Baron Partners Fund）的最大重仓股。因此，该基金第一季度出现亏损也就不足为奇了。过去三年，该基金的年化回报率为负0.20%，今年第一季度的回报率为负9%，而同期标普500指数的回报率超过10.5%。巴伦资本在帖子中解释称，基金表现不佳主要是由于特斯拉股票的疲软，但同时表达了对股价反弹的信心。该公司引用了罗恩·巴伦和迈克尔·巴伦的评论，称在过去的情况下，当特斯拉在一段时间内表现不佳后，股价都会回升并强劲上涨，这得益于该公司基础业务的实力。马斯克在回应这篇帖子时说：“我相信，特斯拉的长期回报将是非凡的。”\n\n\r\n            责任编辑：山上","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320250733642008,"gmtCreate":1719216326719,"gmtModify":1719216328555,"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)$&nbsp;</a> 200以下皆可上车","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 200以下皆可上车","text":"$特斯拉(TSLA)$ 200以下皆可上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320250733642008","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319273313779944,"gmtCreate":1718977522354,"gmtModify":1718977524338,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"正解","listText":"正解","text":"正解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319273313779944","repostId":"1185802267","repostType":2,"repost":{"id":"1185802267","pubTimestamp":1718976984,"share":"https://www.laohu8.com/m/news/1185802267?lang=&edition=full","pubTime":"2024-06-21 21:36","market":"us","language":"en","title":"Tesla Is Seen by Wedbush as Being Back on Track to Reach a $1 Trillion Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1185802267","media":"seekingalpha","summary":"Wedbush Securities thinks the stars could be potentially lining up for $Tesla(TSLA)$ to take a ride to a $1 trillion market cap.Analyst Dan Ives said that with the Elon Musk compensation package finis","content":"<html><head></head><body><p>Wedbush Securities thinks the stars could be potentially lining up for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> to take a ride to a $1 trillion market cap.</p><p>Tesla shares gained 1.09% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e157aee8998f63225735dc582557aea7\" tg-width=\"790\" tg-height=\"633\"/></p><p style=\"text-align: left;\">Analyst Dan Ives said that with the Elon Musk compensation package finished, the next step is for the Tesla board to get Musk to an incentive-driven 25% ownership stake of Tesla that should resolve the AI threat saga over the last few months and keep the crucial AI initiatives under the company&#39;s hood.</p><p style=\"text-align: left;\">Looking ahead, Ives and his team believe the August 8th robotaxi day will be a key historical moment for the Tesla story and act as a near-term catalyst for the stock. Ives thinks the ultimate key to reaching a $1 trillion and higher valuation is the autonomous and FSD vision taking hold for Tesla. It was highlighted that vision appears to be turning a corner with the latest FSD v12.4 and China FSD testing underway.</p><p style=\"text-align: left;\">&#34;In a nutshell, we see positive catalysts ahead for Tesla and a compelling risk/reward stock with August 8th Robotaxi Day and a 2H rebound potentially in the cards after a very choppy 1H demand performance.&#34;</p><p style=\"text-align: left;\">Wedbush Securities has an Outperform rating on Tesla (TSLA) and bull case price target of $350. The view on the stock is that it is more of an AI and robotics play for investors. In a nutshell, we see positive catalysts ahead for Tesla and a compelling risk/reward stock with August 8th Robotaxi Day and a 2H rebound potentially in the cards after a very choppy 1H demand performance.</p><p style=\"text-align: left;\">On Seeking Alpha, analysts are still somewhat divided on Tesla (TSLA). This week saw five bullish articles posted and three cautious articles hit the digital presses.</p><p style=\"text-align: left;\">Shares of Tesla fell 0.20% premarket to $181.21. The stock has traded mostly in the $170 to $185 range over the last six weeks.</p></body></html>","source":"seekingalpha","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 Seen by Wedbush as Being Back on Track to Reach a $1 Trillion Market Cap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Seen by Wedbush as Being Back on Track to Reach a $1 Trillion Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 21:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4117908-tesla-is-seen-by-wedbush-as-being-back-on-track-to-reach-a-1-trillion-market-cap?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities thinks the stars could be potentially lining up for Tesla to take a ride to a $1 trillion market cap.Tesla shares gained 1.09% in morning trading.Analyst Dan Ives said that with the...</p>\n\n<a href=\"https://seekingalpha.com/news/4117908-tesla-is-seen-by-wedbush-as-being-back-on-track-to-reach-a-1-trillion-market-cap?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain\">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://seekingalpha.com/news/4117908-tesla-is-seen-by-wedbush-as-being-back-on-track-to-reach-a-1-trillion-market-cap?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1185802267","content_text":"Wedbush Securities thinks the stars could be potentially lining up for Tesla to take a ride to a $1 trillion market cap.Tesla shares gained 1.09% in morning trading.Analyst Dan Ives said that with the Elon Musk compensation package finished, the next step is for the Tesla board to get Musk to an incentive-driven 25% ownership stake of Tesla that should resolve the AI threat saga over the last few months and keep the crucial AI initiatives under the company's hood.Looking ahead, Ives and his team believe the August 8th robotaxi day will be a key historical moment for the Tesla story and act as a near-term catalyst for the stock. Ives thinks the ultimate key to reaching a $1 trillion and higher valuation is the autonomous and FSD vision taking hold for Tesla. It was highlighted that vision appears to be turning a corner with the latest FSD v12.4 and China FSD testing underway.\"In a nutshell, we see positive catalysts ahead for Tesla and a compelling risk/reward stock with August 8th Robotaxi Day and a 2H rebound potentially in the cards after a very choppy 1H demand performance.\"Wedbush Securities has an Outperform rating on Tesla (TSLA) and bull case price target of $350. The view on the stock is that it is more of an AI and robotics play for investors. In a nutshell, we see positive catalysts ahead for Tesla and a compelling risk/reward stock with August 8th Robotaxi Day and a 2H rebound potentially in the cards after a very choppy 1H demand performance.On Seeking Alpha, analysts are still somewhat divided on Tesla (TSLA). This week saw five bullish articles posted and three cautious articles hit the digital presses.Shares of Tesla fell 0.20% premarket to $181.21. The stock has traded mostly in the $170 to $185 range over the last six weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318843244982568,"gmtCreate":1718856163894,"gmtModify":1718856507958,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 脑子没有问题吧？不值一驳","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 脑子没有问题吧？不值一驳","text":"$特斯拉(TSLA)$ 脑子没有问题吧？不值一驳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318843244982568","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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":1554,"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":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> 本周可以企稳200，并有所突破","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 本周可以企稳200，并有所突破","text":"$特斯拉(TSLA)$ 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":1301,"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":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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。 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","images":[{"img":"https://static.tigerbbs.com/f68c29bba8164ed9813b2ab015ee2c6b"},{"img":"https://static.tigerbbs.com/194c3ec30aa84be48f930082b5d2c679"},{"img":"https://static.tigerbbs.com/76449c5f986a44a6b8165f9880446787"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265409563107352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281422715437064,"gmtCreate":1709735102457,"gmtModify":1709735104054,"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> 175-180是底部，可以持续加仓。2025年会爆发。今年你置特斯拉不理，明年你会高攀不起。做长线者200左右可以随时补仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 175-180是底部，可以持续加仓。2025年会爆发。今年你置特斯拉不理，明年你会高攀不起。做长线者200左右可以随时补仓","text":"$特斯拉(TSLA)$ 175-180是底部，可以持续加仓。2025年会爆发。今年你置特斯拉不理，明年你会高攀不起。做长线者200左右可以随时补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281422715437064","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266972321558800,"gmtCreate":1706188269867,"gmtModify":1706188270851,"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> 如果到180左右可以做多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 如果到180左右可以做多","text":"$特斯拉(TSLA)$ 如果到180左右可以做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/266972321558800","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475388711204871","authorId":"3475388711204871","name":"淡定猫","avatar":"https://static.tigerbbs.com/12c57f3ebbfd3ae8c69c7fe7def337f8","crmLevel":6,"crmLevelSwitch":0},"content":"每跌5块买十股，就这么干吧，相信马斯克这个科技疯子","text":"每跌5块买十股，就这么干吧，相信马斯克这个科技疯子","html":"每跌5块买十股，就这么干吧，相信马斯克这个科技疯子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308567657595048,"gmtCreate":1716355740334,"gmtModify":1716355743925,"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> 过200不会太久","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 过200不会太久","text":"$特斯拉(TSLA)$ 过200不会太久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308567657595048","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300433161089128,"gmtCreate":1714367336238,"gmtModify":1714367339078,"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> 夜盘已经升到176刀。开票过180应该不会有难度","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 夜盘已经升到176刀。开票过180应该不会有难度","text":"$特斯拉(TSLA)$ 夜盘已经升到176刀。开票过180应该不会有难度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/300433161089128","isVote":1,"tweetType":1,"viewCount":1156,"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","BK1095":"互动媒体与服务","09888":"百度集团-SW","TSLA":"特斯拉","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 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空头拼命唱空时它就会暴升，弄得做空者尴尬😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305803891113984","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476179108328286","authorId":"3476179108328286","name":"xway","avatar":"https://static.laohu8.com/08ad549f7dcec5e4bb521ff47aec71e0","crmLevel":3,"crmLevelSwitch":0},"content":"关键是大空头又出来了 上次才认输了 又忘记了","text":"关键是大空头又出来了 上次才认输了 又忘记了","html":"关键是大空头又出来了 上次才认输了 又忘记了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238911134916744,"gmtCreate":1699364988393,"gmtModify":1699365137715,"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1600片，数量惊人啊。英伟达被吓尿了","listText":"1600片，数量惊人啊。英伟达被吓尿了","text":"1600片，数量惊人啊。英伟达被吓尿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238911134916744","repostId":"1178856837","repostType":4,"repost":{"id":"1178856837","pubTimestamp":1699363686,"share":"https://www.laohu8.com/m/news/1178856837?lang=&edition=full","pubTime":"2023-11-07 21:28","market":"us","language":"zh","title":"华为抢占英伟达市场！消息称百度订购大量华为AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1178856837","media":"英为财情","summary":"中国公司正在寻找替代品。","content":"<html><head></head><body><p>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 AI芯片。这款芯片由华为开发，可替代英伟达的A100芯片。</p><p style=\"text-align: left;\">据悉，到10月，华为已经交付了超过60%的订单，相当于约1000片芯片，订单总价值约为4.5亿元人民币（6183万美元），预计华为将在年底前交付全部芯片。</p><p style=\"text-align: left;\">此订单具有重要意义，表明尽管美国政府限制向中国出口高端AI芯片，中国公司正在寻找替代品。</p></body></html>","source":"ywcq","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>华为抢占英伟达市场！消息称百度订购大量华为AI芯片</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华为抢占英伟达市场！消息称百度订购大量华为AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-07 21:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2252974><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 AI芯片。这款芯片由华为开发，可替代英伟达的A100芯片。据悉，到10月，华为已经交付了超过60%的订单，相当于约1000片芯片，订单总价值约为4.5亿元人民币（6183万美元），预计华为将在年底前交付全部芯片。此订单具有重要意义，表明尽管美国政府限制向中国出口高端AI芯片，中国公司正在寻找替代品。</p>\n\n<a 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 AI芯片。这款芯片由华为开发，可替代英伟达的A100芯片。据悉，到10月，华为已经交付了超过60%的订单，相当于约1000片芯片，订单总价值约为4.5亿元人民币（6183万美元），预计华为将在年底前交付全部芯片。此订单具有重要意义，表明尽管美国政府限制向中国出口高端AI芯片，中国公司正在寻找替代品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316411471225080,"gmtCreate":1718276557166,"gmtModify":1718276559207,"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> 不只这一点利好。人形机器人和FSD会有新进展，Robotaxi将会出样车及打车程序，Model 2 会出样车，上海储能工厂投产等等利好不断，股价会不断上攻","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不只这一点利好。人形机器人和FSD会有新进展，Robotaxi将会出样车及打车程序，Model 2 会出样车，上海储能工厂投产等等利好不断，股价会不断上攻","text":"$特斯拉(TSLA)$ 不只这一点利好。人形机器人和FSD会有新进展，Robotaxi将会出样车及打车程序，Model 2 会出样车，上海储能工厂投产等等利好不断，股价会不断上攻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316411471225080","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308563369939256,"gmtCreate":1716354696263,"gmtModify":1716354697743,"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> 应该支持。没有契约精神怎么能称文明社会？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 应该支持。没有契约精神怎么能称文明社会？","text":"$特斯拉(TSLA)$ 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":489,"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":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US 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H2-SGD","BK4581":"高盛持仓"},"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 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