且听以往的个人主页 - 老虎社区

且听以往

且听以往

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2023-08-02

也不是转向失灵，是助力问题

抱歉，原内容已删除

2023-03-29

营销号

奔驰给特斯拉上了一堂刹车课

2023-03-22

特斯拉还会出很多车型

抱歉，原内容已删除

2023-03-20

品玩必输

抱歉，原内容已删除

2023-03-20

传感器器故障确实很难避免

抱歉，原内容已删除

2023-03-16

大哥，生产汽车只有四家

抱歉，原内容已删除

2023-03-16

38号好像是营销号

开过电车就回不去了？博主：开特斯拉没电真回不去家了

2023-03-15

蹭热度文章，有保险价格多少和你半毛钱关系

抱歉，原内容已删除

2023-03-15

和单踏板半毛钱关系没有

电车厂商们，能不能把单踏板模式删了？

2023-03-14

不是否认，是客套话

Tesla and BYD Deny Rumors about Halting Cooperation

2023-03-14

合作是假的

比亚迪否认特斯拉停用刀片电池，双方合作尚不满一年

2023-03-11

德国环保主义是邪教

抱歉，原内容已删除

2023-03-10

自媒体闭嘴吧

“乏力”的特斯拉

2023-03-10

多此一举

抱歉，原内容已删除

2023-03-09

还没有确定好吗

抱歉，原内容已删除

2023-03-09

特斯拉全球销量明年就知道超越比亚迪

抱歉，原内容已删除

2023-03-09

营销号

抱歉，原内容已删除

2023-03-08

自媒体垃圾

抱歉，原内容已删除

2023-03-06

这种报告一点意义都没有，公司发展方向不一样

报告称特斯拉在16家自动驾驶技术研发公司中排名靠后

2023-03-05

时间是227个月到24个月完成所有工作

特斯拉在墨西哥百亿工厂细节浮现：第一阶段投资约50至60亿美元

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14:10","market":"hk","language":"zh","title":"奔驰给特斯拉上了一堂刹车课","url":"https://stock-news.laohu8.com/highlight/detail?id=2323988223","media":"虎嗅","summary":"自动驾驶行不行，还得看关键时候刹车行不行","content":"<html><body><p><span label=\"备注\">出品 | 虎嗅汽车组</span></p><p><span label=\"备注\">作者 | 王笑渔</span></p><p><span label=\"备注\">编辑 | 周到</span></p><p><span label=\"备注\">头图 | 虎嗅拍摄</span></p><p>这是一起真实事故：赵某驾车在绕城高速行驶，在即将错过匝道出口时，为图省事不顾后方来车违法变道，致使一辆正常行驶的小车避让不及，与之发生追尾。所幸两车人员都系了安全带没有受伤。</p><p><strong>但凡视频车速度再快一点，两辆车上的乘客，都难逃一劫。</strong></p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/211112167283.gif\"/></p><p><strong>最近，我就体验了一次类似的场景：</strong></p><p>当时，我正躺在梅赛德斯-奔驰S580的后排，一边享受着热石按摩，一边品尝着小助理精心准备的下午茶。突然，左侧车道上出现一辆慢悠悠的“白车”。谁料，“白车”在临近匝道出口时，快速向右变道。恰巧，我的“司机”的双手没有紧着方向盘，甚至连脚还没放在刹车上。</p><p>正当我以为“万亿身家”就要灰飞烟灭的时候，L3自动驾驶系统一巴掌给我拍醒了。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/27/231243685219.gif\"/></p><p>没错，这台梅赛德斯-奔驰S580不是简单的S级，而是一台搭载全球首个L3有条件自动驾驶系统的S580。这一次刹车，完全由系统自行完成操作，驾驶员并未进行任何干预。</p><p>说真的，自动驾驶行不行，还得看关键时候刹车行不行。</p><p label=\"大标题\">送你一台奔驰，你就会用L3吗？</p><p>2021年，梅赛德斯-奔驰在德国获得全球首个L3级自动驾驶系统国际认证。今年1月，奔驰又在美国加利福尼亚州和内华达州获得批准，部署这套L3级自动驾驶系统——<strong>DRIVE PILOT驾驶领航系统</strong>，允许驾驶员放心地将驾驶任务交给车辆，解放双手双眼，玩游戏、看视频，甚至是斗地主。</p><p><strong>现在，它终于来到中国了。</strong></p><p>近日，虎嗅汽车受邀在<a href=\"https://laohu8.com/S/600350\">山东高速</a>智能网联高速公路测试基地，体验了梅赛德斯-奔驰的L3自动驾驶系统——这是全球首个“合法”的L3自动驾驶系统，首次在中国道路上进行测试体验。</p><p>L3自动驾驶系统的开启方式很简单，一学就会。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/27/234709565309.gif\"/></p><p>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>用换挡拨杆、新势力用多功能按键来启动系统不同，奔驰将DRIVE PILOT驾驶领航系统激活的按键设置在左右拇指凹槽上方的方向盘内圈处，也就是方向盘的2点和10点位置。</p><p>当车辆的各类传感器检测到L3自动驾驶可激活时，主驾驶屏上会显示“A”的图标，同时方向盘上带“A”图标的按键也亮起白色灯光。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/095832267990.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>此时，驾驶员只需按下方向盘上带“A”图标的按键，上方的指示灯就会变为绿松石色——<strong>这表明DRIVE PILOT驾驶领航系统的启动状态。</strong>（<span label=\"备注\">至于为什么奔驰用“绿松石色”的指示灯，而不是新势力爱用的蓝色，后面会讲</span>）</p><p>目前，很多新势力产品，是通过语音播放的方式提醒驾驶员车辆已被接管。但频繁的语音提醒会影响到车内其他乘客，甚至会让后排乘客产生焦虑情绪。像有些长辈就会发起灵魂拷问，比如“这辅助驾驶安不安全”、“你要不还是自己开吧”。</p><p>然而，奔驰的这套DRIVE PILOT驾驶领航系统，通过屏幕、抬头显示、方向盘灯光的三重状态显示，能做到安静地启动L3，并且毫无察觉地接管车辆。并且，系统对于加速和减速的控制极为舒适，宛如一位数十年驾龄的国宾车队司机。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/094445827552.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>当L3系统启动之后，驾驶员的双手就可以离开方向盘了。你可以“合法”的通过中控屏幕，上网或是观赏电影，亦或是来一把欢乐斗地主。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/27/235404898754.gif\"/></p><p>现在，给你一台带DRIVE PILOT的奔驰S级，你一定会认为，自己已经知道如何使用L3自动驾驶系统了。但是将它开上路以后，你很可能会发现系统并不能激活。</p><p><strong>这就要回到L3自动驾驶的定义上聊了。</strong></p><blockquote><p>基于我国发布的国家标准《汽车驾驶自动化分级》：</p><p>L2驾驶自动化（<span label=\"备注\">组合驾驶辅助</span>）中，驾驶员和驾驶自动化系统共同执行动态驾驶任务，并监督驾驶自动化系统的行为，执行适当的响应或操作；</p><p>而L3级驾驶自动化（<span label=\"备注\">有条件自动驾驶</span>）中，系统在其设计的运行条件下连续执行所有动态驾驶任务。</p></blockquote><p>通常来说，L2被称为“辅助驾驶”，而L3被称为“有条件自动驾驶”。L3的最大的难点之一，就是如何判定“有条件”这三个字。</p><p>奔驰的DRIVE PILOT驾驶领航系统，重要基础就是运行设计域的建成（<span label=\"备注\">ODD: Operational Design Domain</span>），清晰界定自动驾驶技术的工作条件。包括但不限于道路类型、行驶区域、速度、环境等。通过限制系统启用条件，将有可能发生的事故防范于未然。</p><p>以目前奔驰官方的说法是——<strong>“在条件适宜、车流密集的高速路段，领航系统可以接管驾驶任务，并以法定最高60公里/小时的速度行驶。”</strong></p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/134936256462.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p><strong>乍一看，这L3自动驾驶有点“鸡肋”，限定条件非常多，适用场景又非常少。</strong></p><p>比如，进到北京的五环内就没法用了、在没有高精地图覆盖的区域也没法用了。唯独的是高速或者快速路上遇到拥堵，L3自动驾驶系统才能够接管车辆应付走走停停的工况。</p><p>虽然在体验过程中，L3的巡航速度能达到85km/h，但对于高速工况来说这还是不够用。一旦放在真实的场景下，路况顺畅之后，L3自动驾驶就必须降级到L2辅助驾驶，才能以更高的速度巡航。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/152837300655.gif\"/></p><p><strong>现阶段，限制L3系统的速度，主要还是为了保证安全。</strong></p><p>比如，在这次实车体验中，我们就遇到了一次突发情况：封闭道路中间突然出现一名环卫工人，此时方向盘上的指示灯会闪烁红灯、屏幕会显示接管提醒，车辆会也发出提醒音效。本质上，行人的突然出现，打破了L3自动驾驶系统所规定的工作条件。这时，L3系统退出，驾驶员来接管车辆。</p><p>对于行人闯入封闭路段的场景，造车新势力的高速NOA导航辅助驾驶功能，大概率会从行人的身边呼啸而过。毕竟，只要行人没有对车辆行驶的路线造成阻挡，那么系统也无需作出多余的动作。甚至在城市道路中，新势力会把穿街走巷、躲避外卖小哥的能力当做是“优等生”的分界线。</p><p>但即便是真的撞上行人、撞上了静止的障碍物，“免责条款”也会把车企的责任甩得干干净净。最后得出结论：<strong>驾驶员没有及时接管，导致事故的发生，车辆没问题。</strong></p><p>显然，严谨的德国人并不会把用户当做“小白鼠”。</p><p label=\"大标题\">总得有人来啃硬骨头</p><p>从L2级辅助驾驶到L3级有条件自动驾驶，中间的跨度大概就是这样的：</p><p><img src=\"https://img.huxiucdn.com/article_content/202303/28/164329378355.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>有的车企选择在辅助驾驶阶段疯狂试探，有的车企换一条路直接从L2跨到L4。但奔驰的做法，则是先搭一条桥，然后慢慢地从L2向L3走过去。</p><p><img src=\"https://img.huxiucdn.com/article_content/202303/28/170043347694.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>实际上，奔驰完全有理由放弃L3直奔L4，甚至只要不断完善L2也行。但如今，奔驰坚定地要把L3级有条件驾驶系统推向合法化、商用化，这其实更像是这位137岁“老前辈”的责任和使命。</p><p><strong>说白了，奔驰搞自动驾驶的目的只有三个字——立规矩。</strong></p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/173108027132.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">在那个年代，工程师就开始对自适应巡航控制系统进行测试了</p><p><strong>首先，安全的标准要立住。</strong></p><p>在既定的逻辑中，激光雷达越多、计算能力越强，那么自动驾驶系统就越安全。顺着这套逻辑看，<strong>奔驰这套DRIVE PILOT驾驶领航系统，似乎跟行业领先沾不上半点关系。</strong></p><p>因为，它只用到了一颗激光雷达、前视双目摄像头以及毫米波雷达和超声波雷达的传统组合，硬件参数算不上出彩。甚至，车头的“双激光雷达模块”中还有一颗是假的激光雷达，仅右侧这一颗为真的激光雷达。而如此设计的主要目的，就是为了对称、美观。</p><p>与现在流行的三激光雷达方案相比，奔驰的L3自动驾驶系统只能算“简配版”，何来安全？</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/223927630324.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p label=\"图片备注\">红色剪头指的就是真激光雷达</p><p>其实，在行业标准中有个词叫预期功能安全（<span label=\"备注\">SOTIF</span>），它针对的是自动驾驶汽车，解决的是自动驾驶由于性能局限、功能不足及合理可预见的人员误用带来的整车危险，目标是要将自动驾驶车辆的设计不足、性能局限引起的危害限值在合理的范围。</p><p><strong>本质上，拼的是谁走过的路多，谁更清楚危险的边界在哪。</strong></p><p>奔驰的自动驾驶系统，在全球测试里程达到950万公里。11年的系统测试中，1.03万名测试员共同参与。注意这里，奔驰强调的是自己的测试员，而不是像新势力一样拿用户的行驶里程“滥竽充数”。</p><p>而这些数据背后，展现出来的能力就是，<strong>“我走过的桥，比你走过的路还多”。</strong></p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/224137033127.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p label=\"图片备注\">蓝色箭头指的是后置多功能摄像头，红色箭头指的是提供高度精准定位的天线阵列</p><p>比如，奔驰在后挡风玻璃处设置了一个后置多功能摄像头和麦克风，它们可以用于探测警车、救护车的灯光和其他特殊信号。当车辆识别出救护车从后方驶来时，L3自动驾驶系统就会提示驾驶员暂时接管车辆，方便救护车快速通过。</p><p>另外还有一个比较独特的传感器，就是路面湿度传感器。当湿度传感器判断到路面湿滑时，将对L3自动驾驶系统工作参数的设置进行优化，比如留出更长的刹车距离，或者调整动能回收的力度等等，避免出现打滑的风险。</p><p>而更有意思的场景是，L3系统会在监测到前车发生溜车的情况下，主动鸣笛提醒前车。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/231101429276.gif\"/></p><p>退一万步来说，假如真的出现风险，但驾驶员并没有接管。那么在多次紧急提示后，系统会控制汽车逐步减速，直至静止状态，同时亮起危险警告灯。一旦车辆停止，梅赛德斯-奔驰紧急呼叫系统将立即启动，汽车门窗自动解锁，方便救护人员进入。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/230454232825.gif\"/></p><p><strong>其次，立住自动驾驶标志灯的规矩。</strong></p><p>在一辆奔驰S级的L3测试车上，我们就看到绿松石色的自动驾驶标志灯。它的作用，就是来告诉其他道路交通参与者，“我是一辆正在自动驾驶的车”。</p><p>在奔驰的系统化交通标志色彩UI概念中，绿色为L2级辅助驾驶系统，通过屏幕上的UI来展示；绿松石色则为L3级自动驾驶系统，通过方向盘上的灯光、屏幕显示以及车外的灯光系统来展示。同时，奔驰还计划与行业协会一同定制这一行业标准。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/175357590651.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\"/></p><p>根据Color Turn期刊在2018年发布的研究显示，绿松石色（<span label=\"备注\">Turquoise</span>）是最适合用来辨别在路上进行自动驾驶车辆的颜色。这也就是为什么，在2019年的 ESF安全实验车上，奔驰将自动驾驶标志概念应用于“与外界交通环境交流协作的车顶灯”，率先引入了绿松石色的标志灯。</p><p>2022年，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布的理想L9车型上，就用到了同款绿松石色的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶辅助灯。当时，官方的解释就是用于向外界展示，智能驾驶的状态。相信用不了多久，越来越多车型会采用绿松石色的自动驾驶标志灯，最终成为自动驾驶系统的标配。</p><p><img src=\"https://img.huxiucdn.com/article/content/202303/28/182016932955.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>最后，可能你会觉得奔驰的L3自动驾驶略显鸡肋，开得不够快，覆盖不够广。其实奔驰早就料到了，最近就宣布了下一代的L3级自动驾驶技术，将扩充更多场景，支持的车速也将提升至130km/h。</p><p>但当下，奔驰任务并不是像新势力们一样，疯狂堆砌硬件、扩充功能的使用范围。其更重要的任务，就是证明这套系统在中国道路上的安全性，并且逐步推动L3的认证。要知道，奔驰已经跑通了德国和美国的合规流程，现在就差中国了。</p><p label=\"大标题\">写在最后</p><p>前两年，造车新势力还在宣传L4级自动驾驶，后来降到L3级，再后来就只敢说L2、L2.5、L2.999级辅助驾驶。即便是现在炒得热火朝天的城市级智能驾驶，也都清一色的是beta版，且顶多算是L2级辅助驾驶。就连特斯拉，在美国监管机构面前也只敢乖乖的承认自己是L2。</p><p>但凡是使用L2辅助驾驶出了事故，车企就能拿出“免责协议”，然后“甩锅”给驾驶员分心。但与之形成鲜明对比的是，奔驰在德国获得L3认证时，率先给自己来了一个“揽责条款”——<strong>“凡是使用奔驰DRIVE PILOT驾驶领航系统发生的事故，一切责任由奔驰公司负责。”</strong></p><p>能喊出“你撞了我来赔”的口号，并不是有钱任性，本质上还是奔驰对于安全底线的坚守以及技术成熟度的自信。奔驰的自动驾驶绝对不是跑得最快那一个，但它一定要做跑得安全的那个。毕竟，奔驰已经提出了2050年实现“零致命性交通事故”的口号。</p><p><strong>这背后的潜台词就是，关键时候，我们能刹得住车。</strong></p></body></html>","source":"highlight_huxiu","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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奔驰给特斯拉上了一堂刹车课\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/940931.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品 | 虎嗅汽车组作者 | 王笑渔编辑 | 周到头图 | 虎嗅拍摄这是一起真实事故：赵某驾车在绕城高速行驶，在即将错过匝道出口时，为图省事不顾后方来车违法变道，致使一辆正常行驶的小车避让不及，与之发生追尾。所幸两车人员都系了安全带没有受伤。但凡视频车速度再快一点，两辆车上的乘客，都难逃一劫。最近，我就体验了一次类似的场景：当时，我正躺在梅赛德斯-奔驰S580的后排，一边享受着热石按摩，一边品尝着...</p>\n\n<a href=\"https://www.huxiu.com/article/940931.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202303/28/232651764320.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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SGD-H"},"source_url":"https://www.huxiu.com/article/940931.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323988223","content_text":"出品 | 虎嗅汽车组作者 | 王笑渔编辑 | 周到头图 | 虎嗅拍摄这是一起真实事故：赵某驾车在绕城高速行驶，在即将错过匝道出口时，为图省事不顾后方来车违法变道，致使一辆正常行驶的小车避让不及，与之发生追尾。所幸两车人员都系了安全带没有受伤。但凡视频车速度再快一点，两辆车上的乘客，都难逃一劫。最近，我就体验了一次类似的场景：当时，我正躺在梅赛德斯-奔驰S580的后排，一边享受着热石按摩，一边品尝着小助理精心准备的下午茶。突然，左侧车道上出现一辆慢悠悠的“白车”。谁料，“白车”在临近匝道出口时，快速向右变道。恰巧，我的“司机”的双手没有紧着方向盘，甚至连脚还没放在刹车上。正当我以为“万亿身家”就要灰飞烟灭的时候，L3自动驾驶系统一巴掌给我拍醒了。没错，这台梅赛德斯-奔驰S580不是简单的S级，而是一台搭载全球首个L3有条件自动驾驶系统的S580。这一次刹车，完全由系统自行完成操作，驾驶员并未进行任何干预。说真的，自动驾驶行不行，还得看关键时候刹车行不行。送你一台奔驰，你就会用L3吗？2021年，梅赛德斯-奔驰在德国获得全球首个L3级自动驾驶系统国际认证。今年1月，奔驰又在美国加利福尼亚州和内华达州获得批准，部署这套L3级自动驾驶系统——DRIVE PILOT驾驶领航系统，允许驾驶员放心地将驾驶任务交给车辆，解放双手双眼，玩游戏、看视频，甚至是斗地主。现在，它终于来到中国了。近日，虎嗅汽车受邀在山东高速智能网联高速公路测试基地，体验了梅赛德斯-奔驰的L3自动驾驶系统——这是全球首个“合法”的L3自动驾驶系统，首次在中国道路上进行测试体验。L3自动驾驶系统的开启方式很简单，一学就会。与特斯拉用换挡拨杆、新势力用多功能按键来启动系统不同，奔驰将DRIVE PILOT驾驶领航系统激活的按键设置在左右拇指凹槽上方的方向盘内圈处，也就是方向盘的2点和10点位置。当车辆的各类传感器检测到L3自动驾驶可激活时，主驾驶屏上会显示“A”的图标，同时方向盘上带“A”图标的按键也亮起白色灯光。此时，驾驶员只需按下方向盘上带“A”图标的按键，上方的指示灯就会变为绿松石色——这表明DRIVE PILOT驾驶领航系统的启动状态。（至于为什么奔驰用“绿松石色”的指示灯，而不是新势力爱用的蓝色，后面会讲）目前，很多新势力产品，是通过语音播放的方式提醒驾驶员车辆已被接管。但频繁的语音提醒会影响到车内其他乘客，甚至会让后排乘客产生焦虑情绪。像有些长辈就会发起灵魂拷问，比如“这辅助驾驶安不安全”、“你要不还是自己开吧”。然而，奔驰的这套DRIVE PILOT驾驶领航系统，通过屏幕、抬头显示、方向盘灯光的三重状态显示，能做到安静地启动L3，并且毫无察觉地接管车辆。并且，系统对于加速和减速的控制极为舒适，宛如一位数十年驾龄的国宾车队司机。当L3系统启动之后，驾驶员的双手就可以离开方向盘了。你可以“合法”的通过中控屏幕，上网或是观赏电影，亦或是来一把欢乐斗地主。现在，给你一台带DRIVE PILOT的奔驰S级，你一定会认为，自己已经知道如何使用L3自动驾驶系统了。但是将它开上路以后，你很可能会发现系统并不能激活。这就要回到L3自动驾驶的定义上聊了。基于我国发布的国家标准《汽车驾驶自动化分级》：L2驾驶自动化（组合驾驶辅助）中，驾驶员和驾驶自动化系统共同执行动态驾驶任务，并监督驾驶自动化系统的行为，执行适当的响应或操作；而L3级驾驶自动化（有条件自动驾驶）中，系统在其设计的运行条件下连续执行所有动态驾驶任务。通常来说，L2被称为“辅助驾驶”，而L3被称为“有条件自动驾驶”。L3的最大的难点之一，就是如何判定“有条件”这三个字。奔驰的DRIVE PILOT驾驶领航系统，重要基础就是运行设计域的建成（ODD: Operational Design Domain），清晰界定自动驾驶技术的工作条件。包括但不限于道路类型、行驶区域、速度、环境等。通过限制系统启用条件，将有可能发生的事故防范于未然。以目前奔驰官方的说法是——“在条件适宜、车流密集的高速路段，领航系统可以接管驾驶任务，并以法定最高60公里/小时的速度行驶。”乍一看，这L3自动驾驶有点“鸡肋”，限定条件非常多，适用场景又非常少。比如，进到北京的五环内就没法用了、在没有高精地图覆盖的区域也没法用了。唯独的是高速或者快速路上遇到拥堵，L3自动驾驶系统才能够接管车辆应付走走停停的工况。虽然在体验过程中，L3的巡航速度能达到85km/h，但对于高速工况来说这还是不够用。一旦放在真实的场景下，路况顺畅之后，L3自动驾驶就必须降级到L2辅助驾驶，才能以更高的速度巡航。现阶段，限制L3系统的速度，主要还是为了保证安全。比如，在这次实车体验中，我们就遇到了一次突发情况：封闭道路中间突然出现一名环卫工人，此时方向盘上的指示灯会闪烁红灯、屏幕会显示接管提醒，车辆会也发出提醒音效。本质上，行人的突然出现，打破了L3自动驾驶系统所规定的工作条件。这时，L3系统退出，驾驶员来接管车辆。对于行人闯入封闭路段的场景，造车新势力的高速NOA导航辅助驾驶功能，大概率会从行人的身边呼啸而过。毕竟，只要行人没有对车辆行驶的路线造成阻挡，那么系统也无需作出多余的动作。甚至在城市道路中，新势力会把穿街走巷、躲避外卖小哥的能力当做是“优等生”的分界线。但即便是真的撞上行人、撞上了静止的障碍物，“免责条款”也会把车企的责任甩得干干净净。最后得出结论：驾驶员没有及时接管，导致事故的发生，车辆没问题。显然，严谨的德国人并不会把用户当做“小白鼠”。总得有人来啃硬骨头从L2级辅助驾驶到L3级有条件自动驾驶，中间的跨度大概就是这样的：有的车企选择在辅助驾驶阶段疯狂试探，有的车企换一条路直接从L2跨到L4。但奔驰的做法，则是先搭一条桥，然后慢慢地从L2向L3走过去。实际上，奔驰完全有理由放弃L3直奔L4，甚至只要不断完善L2也行。但如今，奔驰坚定地要把L3级有条件驾驶系统推向合法化、商用化，这其实更像是这位137岁“老前辈”的责任和使命。说白了，奔驰搞自动驾驶的目的只有三个字——立规矩。在那个年代，工程师就开始对自适应巡航控制系统进行测试了首先，安全的标准要立住。在既定的逻辑中，激光雷达越多、计算能力越强，那么自动驾驶系统就越安全。顺着这套逻辑看，奔驰这套DRIVE PILOT驾驶领航系统，似乎跟行业领先沾不上半点关系。因为，它只用到了一颗激光雷达、前视双目摄像头以及毫米波雷达和超声波雷达的传统组合，硬件参数算不上出彩。甚至，车头的“双激光雷达模块”中还有一颗是假的激光雷达，仅右侧这一颗为真的激光雷达。而如此设计的主要目的，就是为了对称、美观。与现在流行的三激光雷达方案相比，奔驰的L3自动驾驶系统只能算“简配版”，何来安全？红色剪头指的就是真激光雷达其实，在行业标准中有个词叫预期功能安全（SOTIF），它针对的是自动驾驶汽车，解决的是自动驾驶由于性能局限、功能不足及合理可预见的人员误用带来的整车危险，目标是要将自动驾驶车辆的设计不足、性能局限引起的危害限值在合理的范围。本质上，拼的是谁走过的路多，谁更清楚危险的边界在哪。奔驰的自动驾驶系统，在全球测试里程达到950万公里。11年的系统测试中，1.03万名测试员共同参与。注意这里，奔驰强调的是自己的测试员，而不是像新势力一样拿用户的行驶里程“滥竽充数”。而这些数据背后，展现出来的能力就是，“我走过的桥，比你走过的路还多”。蓝色箭头指的是后置多功能摄像头，红色箭头指的是提供高度精准定位的天线阵列比如，奔驰在后挡风玻璃处设置了一个后置多功能摄像头和麦克风，它们可以用于探测警车、救护车的灯光和其他特殊信号。当车辆识别出救护车从后方驶来时，L3自动驾驶系统就会提示驾驶员暂时接管车辆，方便救护车快速通过。另外还有一个比较独特的传感器，就是路面湿度传感器。当湿度传感器判断到路面湿滑时，将对L3自动驾驶系统工作参数的设置进行优化，比如留出更长的刹车距离，或者调整动能回收的力度等等，避免出现打滑的风险。而更有意思的场景是，L3系统会在监测到前车发生溜车的情况下，主动鸣笛提醒前车。退一万步来说，假如真的出现风险，但驾驶员并没有接管。那么在多次紧急提示后，系统会控制汽车逐步减速，直至静止状态，同时亮起危险警告灯。一旦车辆停止，梅赛德斯-奔驰紧急呼叫系统将立即启动，汽车门窗自动解锁，方便救护人员进入。其次，立住自动驾驶标志灯的规矩。在一辆奔驰S级的L3测试车上，我们就看到绿松石色的自动驾驶标志灯。它的作用，就是来告诉其他道路交通参与者，“我是一辆正在自动驾驶的车”。在奔驰的系统化交通标志色彩UI概念中，绿色为L2级辅助驾驶系统，通过屏幕上的UI来展示；绿松石色则为L3级自动驾驶系统，通过方向盘上的灯光、屏幕显示以及车外的灯光系统来展示。同时，奔驰还计划与行业协会一同定制这一行业标准。根据Color Turn期刊在2018年发布的研究显示，绿松石色（Turquoise）是最适合用来辨别在路上进行自动驾驶车辆的颜色。这也就是为什么，在2019年的 ESF安全实验车上，奔驰将自动驾驶标志概念应用于“与外界交通环境交流协作的车顶灯”，率先引入了绿松石色的标志灯。2022年，理想汽车发布的理想L9车型上，就用到了同款绿松石色的智能驾驶辅助灯。当时，官方的解释就是用于向外界展示，智能驾驶的状态。相信用不了多久，越来越多车型会采用绿松石色的自动驾驶标志灯，最终成为自动驾驶系统的标配。最后，可能你会觉得奔驰的L3自动驾驶略显鸡肋，开得不够快，覆盖不够广。其实奔驰早就料到了，最近就宣布了下一代的L3级自动驾驶技术，将扩充更多场景，支持的车速也将提升至130km/h。但当下，奔驰任务并不是像新势力们一样，疯狂堆砌硬件、扩充功能的使用范围。其更重要的任务，就是证明这套系统在中国道路上的安全性，并且逐步推动L3的认证。要知道，奔驰已经跑通了德国和美国的合规流程，现在就差中国了。写在最后前两年，造车新势力还在宣传L4级自动驾驶，后来降到L3级，再后来就只敢说L2、L2.5、L2.999级辅助驾驶。即便是现在炒得热火朝天的城市级智能驾驶，也都清一色的是beta版，且顶多算是L2级辅助驾驶。就连特斯拉，在美国监管机构面前也只敢乖乖的承认自己是L2。但凡是使用L2辅助驾驶出了事故，车企就能拿出“免责协议”，然后“甩锅”给驾驶员分心。但与之形成鲜明对比的是，奔驰在德国获得L3认证时，率先给自己来了一个“揽责条款”——“凡是使用奔驰DRIVE 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18:24","market":"hk","language":"zh","title":"开过电车就回不去了？博主：开特斯拉没电真回不去家了","url":"https://stock-news.laohu8.com/highlight/detail?id=2319301337","media":"快科技","summary":"很多人开上电动车以后，都表示“回不去（燃油车）了”。纯电车的冬季续航一直饱受诟病，该博主也用自己的分享了亲身经历，今年过年期间，北京降温，自己开特斯拉去朋友家聚会，停车时还剩90公里续航，结果6个小时后准备回家时，显示仅剩10公里，自己当时就慌了。只能战战兢兢的开到最近的超充站，充电30分钟后才敢开回家。准确来说，“从小排量涡轮增压车换成调校出色的电动车”，那驾驶感受真的是变得又快又顺，好的回不去了。","content":"<html><body><p>很多人开上电动车以后，都表示“回不去（燃油车）了”。</p><p>那这种说法夸不夸张？有多大道理？汽车博主“38号不只会评车”今天发表了自己对电动车相比燃油车的优劣的看法。</p><p>纯电车的冬季续航一直饱受诟病，该博主也用自己的分享了亲身经历，今年过年期间，北京降温，自己开<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>去朋友家聚会，<strong>停车时还剩90公里续航，结果6个小时后准备回家时，显示仅剩10公里，自己当时就慌了。</strong>只能战战兢兢的开到最近的超充站，充电30分钟后才敢开回家。</p><p><img src=\"https://x0.ifengimg.com/ucms/2023_11/EF41814CE2C78CC3D45E9AB0AAD5D5DF261B1213_size289_w600_h321.png\"/></p><p>在他看来，<strong>电动汽车相比燃油车，最大的优势就是加速响应快，这点在中国燃油车市场是一个相当奢侈的需求。</strong>他表示，受政策影响，现在的燃油车都朝着小排量涡轮增压方向发展。</p><p>买电动车，只需要几分之一的价格就能带来燃油性能车同等的加速能力，比如特斯拉Model 3高性能版只要33万，与它性能接近的宝马M3却要91万。</p><p>准确来说，“<strong>从小排量涡轮增压车换成调校出色的电动车</strong>”，那驾驶感受真的是变得又快又顺，好的回不去了。</p><p><img src=\"https://x0.ifengimg.com/ucms/2023_11/EE709EE58CAAA295B8A54DF3E08759E3AF0B9D20_size217_w600_h399.jpg\"/></p><p>此外，电动车的动能回收、长时间怠速静息工况，都比燃油车更加节能。他还拒绝把电动化和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化绑架宣传，表示燃油车现在也很智能。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开过电车就回不去了？博主：开特斯拉没电真回不去家了</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开过电车就回不去了？博主：开特斯拉没电真回不去家了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8OCkGdkjVRj><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>很多人开上电动车以后，都表示“回不去（燃油车）了”。那这种说法夸不夸张？有多大道理？汽车博主“38号不只会评车”今天发表了自己对电动车相比燃油车的优劣的看法。纯电车的冬季续航一直饱受诟病，该博主也用自己的分享了亲身经历，今年过年期间，北京降温，自己开特斯拉去朋友家聚会，停车时还剩90公里续航，结果6个小时后准备回家时，显示仅剩10公里，自己当时就慌了。只能战战兢兢的开到最近的超充站，充电30分钟后...</p>\n\n<a href=\"https://tech.ifeng.com/c/8OCkGdkjVRj\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","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","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4588":"碎股","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH 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GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://tech.ifeng.com/c/8OCkGdkjVRj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319301337","content_text":"很多人开上电动车以后，都表示“回不去（燃油车）了”。那这种说法夸不夸张？有多大道理？汽车博主“38号不只会评车”今天发表了自己对电动车相比燃油车的优劣的看法。纯电车的冬季续航一直饱受诟病，该博主也用自己的分享了亲身经历，今年过年期间，北京降温，自己开特斯拉去朋友家聚会，停车时还剩90公里续航，结果6个小时后准备回家时，显示仅剩10公里，自己当时就慌了。只能战战兢兢的开到最近的超充站，充电30分钟后才敢开回家。在他看来，电动汽车相比燃油车，最大的优势就是加速响应快，这点在中国燃油车市场是一个相当奢侈的需求。他表示，受政策影响，现在的燃油车都朝着小排量涡轮增压方向发展。买电动车，只需要几分之一的价格就能带来燃油性能车同等的加速能力，比如特斯拉Model 3高性能版只要33万，与它性能接近的宝马M3却要91万。准确来说，“从小排量涡轮增压车换成调校出色的电动车”，那驾驶感受真的是变得又快又顺，好的回不去了。此外，电动车的动能回收、长时间怠速静息工况，都比燃油车更加节能。他还拒绝把电动化和智能化绑架宣传，表示燃油车现在也很智能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650306559,"gmtCreate":1678873841479,"gmtModify":1678873843080,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"蹭热度文章，有保险价格多少和你半毛钱关系","listText":"蹭热度文章，有保险价格多少和你半毛钱关系","text":"蹭热度文章，有保险价格多少和你半毛钱关系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650306559","repostId":"2319890853","repostType":2,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650911100,"gmtCreate":1678816164600,"gmtModify":1678816166333,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"和单踏板半毛钱关系没有","listText":"和单踏板半毛钱关系没有","text":"和单踏板半毛钱关系没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650911100","repostId":"2319376882","repostType":2,"repost":{"id":"2319376882","kind":"news","pubTimestamp":1678809600,"share":"https://www.laohu8.com/m/news/2319376882?lang=&edition=full","pubTime":"2023-03-15 00:00","market":"us","language":"zh","title":"电车厂商们，能不能把单踏板模式删了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2319376882","media":"差评","summary":"依我看，罪魁祸首，大概率就是特斯拉对单踏板模式自以为是的执著。目前主要有两个技术路线，一是混合制动，二就是单踏板模式。就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。相比之下，单踏板模式却并没有将驾驶引向更便捷的方向。","content":"<html><body><p>大家有没有发现，最近<strong>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有关的事故又多起来了。</strong></p><p>潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。</p><p><img src=\"https://x0.ifengimg.com/res/2023/9FC253E4A0B1E02BA4CCD138FFBAE8DE5381217C_size379_w768_h480.gif\"/></p><p>东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫<strong>一锅端</strong>的拌饭火了一把。</p><p><img src=\"https://x0.ifengimg.com/res/2023/FAB04812D4585BE36F2C21623F3E351CB2CA8A4E_size568_w899_h442.png\"/></p><p><strong>而且，还不只是国内有。</strong></p><p>2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里 2 人身亡。。</p><p><img src=\"https://x0.ifengimg.com/res/2023/8E29BA98ABCDB875168B3FBBBDCA60E6DD4EE6AB_size312_w630_h354.png\"/></p><p>但说实话，我其实<strong>并不想深究特斯拉到底刹不刹得住。</strong></p><p>毕竟，特斯拉现在用的<strong>博世 iBooster 电控刹车助力和电涡流非接触式油门传感器</strong>，有<strong>很多厂家都在用，而且也确实不容易坏。</strong>但电控这玩意，谁也没法保证 100% 稳定。</p><p><strong>失不失灵，啥时候失灵，说到底也就是几率大小的问题。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/1A3A8C5E5AE8071CD5A1BAE1E96CFF2AAC84DD3C_size22_w1080_h489.jpg\"/></p><p>如果硬要问我特斯拉有没有可能刹不住，我还真不好说。</p><p><strong>我</strong><strong>今天</strong><strong>想和大家</strong><strong>聊</strong><strong>的，是单踏板这个反人类的玩意。</strong></p><p>为啥呢，因为就在前段时间，潮州事故的司法鉴定结果出来了， EDR 也就是事件数据记录系统（ Event data recorder ）显示，车辆的油门踏板有很长时间，都处在 100% 的开度下，也就是我们常说的<strong>地板油。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/766D35C17E2CB8EC58940DD4ABA3E91FDD33A929_size517_w1080_h450.png\"/></p><p>如果这个数据是没问题的，那么<strong>有很大可能，是车主把油门当刹车踩了。</strong>而前面美国那起追尾半挂的事故，警方最后的调查结果，也是因为车主踩错了油门。</p><p>咱就是说，踩错踏板这种事情就算是考科目二的时候也没见着几次，咋老能发生在特斯拉车主身上呢？</p><p>依我看，罪魁祸首，大概率就是特斯拉对单踏板模式<strong>自以为是的执著。</strong></p><p>先别着急喷我，<strong>我们先来看看单踏板模式究竟是个啥。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/2DF782226954EED2FF605969D00714C086BD2821_size293_w824_h457.png\"/></p><p>单踏板模式顾名思义，<strong>用一个踏板控制车辆的加减速，</strong>刹车和离合理论上完全可以被去掉。</p><p>想要达到这样的效果，就需要用上我们常说的<strong>动能回收系统。</strong></p><p>众所周知，电动车之所以能跑，靠的是<strong>给电机通电，</strong>然后带动车轮旋转。本质上就是<strong>把电能转化为动能</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2023/0BAE0098CF9DDE28D0CB3D6C2C97D16394F93C9B_size199_w600_h600.gif\"/></p><p>动能回收其实就是<strong>反过来，把动能转化回电能。</strong></p><p>大伙还记得当年学过的<strong> “ 切割磁感线 ” </strong><strong>吗？</strong>说的是，闭合电路在磁场里做切割磁感线时，能产生电流<strong>。</strong></p><p>就像这样▼</p><p><img src=\"https://x0.ifengimg.com/res/2023/41FEBE75C7661598D3E0D1A0264B136A2786864E_size1945_w600_h338.gif\"/></p><p>沉睡的记忆突然袭击了属于是。。</p><p>而电动车在松开油门滑行的时候，<strong>转子其实就是处在不断切割磁感线的状态里，也就会有电流产生。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/BA909EDBFE56C95162208D7491D187D2CBC0D4D3_size1072_w435_h250.gif\"/></p><p>这样车子的动能被转化成了电能，<strong>车速也会越来越慢</strong>，有点像<strong>踩刹车</strong>的效果。</p><p>不过，动能回收最早其实并没有被当成刹车使，因为它最牛的地方是<strong>能提供相当多的续航里程。</strong></p><p>保时捷 Taycan 都知道吧，它的动能回收就能提升 30% 的续航。更离谱的是，它回收充电的功率高达 290kW...特斯拉的 V3 超充桩也只有 250kW 的充电功率，<strong>妥妥的随车超充。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/7233FFEC2AFD39490130AF7BF013624266F01A1C_size235_w1080_h608.png\"/></p><p>我们都知道电动车最大的短板就是续航，所以几乎所有纯电车都会用上动能回收，<strong>能多跑一点是一点。</strong></p><p>有优点，肯定就有缺点。动能回收最大的问题，<strong>就是开着不舒服。</strong></p><p>根据下面这个肥肠抽象的公式，理论上看，只要<strong>电路切割磁感线的速度越快，产生的电势也就越大。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/C5AEFB5A1E85EE8895BC4381BE90F43175C9432D_size3_w491_h85.png\"/></p><p>里面的 V 就是导体的运动速度。</p><p>用人话说，就是<strong>车子的速度越快，动能回收的电量就越多，带来的减速感也会更明显</strong>。</p><p>比如奥迪的 e-tron ，在 100km/h 的速度下，只靠动能回收就能产生<strong>0.8g （约 7.8m/s ² ）</strong>的减速度。要知道，一般紧急刹车的减速度也只有<strong>7.5-8m/s ²</strong>，几乎<strong>相当于一脚重刹。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/E9D52A8371799567096AD473955F903F20B7D425_size625_w1080_h608.png\"/></p><p>试想一下，<strong>只要一松油门车子就给你来一脚刹车</strong>，这不仅开的人难受，坐的人也容易晕车。</p><p>所以只要一说动能回收，大部分车友都是这个画风的：</p><p><img src=\"https://x0.ifengimg.com/res/2023/69E5BDA97C7D8F39BE197C43B5C7B1F1013B8DC4_size94_w1080_h295.png\"/></p><p>自动启停表示，这个剧情我熟啊。。。</p><p>虽然体验不好，但动能回收又不能不用。那就想着怎么 “ 中和 ” 一下子呗。目前主要有两个技术路线，<strong>一是混合制动，二就是单踏板模式。</strong></p><p>混合制动，其实就是用动能回收和传统机械制动一起刹车。在你<strong>刚踩刹车的时候，车子会用动能回收来减速</strong>。等到速度慢下来，<strong>动能回收没啥力气了以后，再用卡钳、刹车盘这些机械刹车。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/85D3FCD1C8603169C3ACA5C42809024490CB0DA5_size8_w318_h158.png\"/></p><p>所以混合制动一脚下去会有明显两段<strong>的感受，</strong>先是不太跟脚，然后才是随踩随有。</p><p>虽然体验有些抽象，但因为把动能回收的减速和刹车动作绑定在了一起，<strong>对驾驶习惯没有太大的影响</strong>，所以大家也还比较接受。</p><p><strong>反观单踏板模式，争议就非常大了。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/5CE7CD5E6648FF772E1B653A86C5AD340EE2BAA2_size613_w1080_h540.png\"/></p><p>我们之前说过，单踏板模式就是只用一个踏板就能控制车辆的加减速。它的逻辑，其实就是<strong>踩下踏板加速，抬起踏板用动能回收减速</strong>，踏板抬得越高，减速力道越狠。</p><p>简单来说就是，<strong>踩得深就跑得快，踩得浅就跑得慢，不踩就停下。</strong>所以在单踏板模式下，只要我们控制好右脚踩下的幅度、留好制动的余量，按理说也确实用也用不上别的踏板。</p><p><img src=\"https://x0.ifengimg.com/res/2023/F253D1BFA48A643B4DFAEFB998F5A43D0C4E5DC8_size405_w832_h468.png\"/></p><p>可惜，事情远没这么简单。</p><p>单踏板模式最大的问题，就是它<strong>直接影响到了人们底层的驾驶习惯。</strong>往常我们开车，<strong>加速就踩油门踏板，减速就踩刹车踏，只用考虑踩哪个，逻辑十分清晰。</strong></p><p>但在单踏板驾驶中，<strong>不仅踩会加速，抬还会减速，</strong>这就会和我们的驾驶习惯产生冲突。</p><p><img src=\"https://x0.ifengimg.com/res/2023/7EE2843AC3E2FADD67843E4DEB934CC613C4418E_size106_w425_h436.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2023/77C38A7831AC0E8B168C5FB5F5FAE8338C84F992_size167_w425_h458.png\"/></p><p>就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。但这个时候，我们的脚依旧是在向下用力的，和往常<strong>踩刹车踏板减速的状态完全一样</strong>。</p><p>在一些情况下，<strong>就很容易会让人产生 “ 我在踩刹车 ” 的错觉。</strong></p><p>就比如这位极星 2 车主，就在倒车的时候以为自己踩的是刹车踏板，然后一脚油门创上了路边停着的车。</p><p><img src=\"https://x0.ifengimg.com/res/2023/1AFA32865435FCBC39AE48978EFED288B12633CA_size257_w1080_h464.png\"/></p><p>还有这个开电动 F150 的老哥，停车的时候以为自己的脚是放在刹车踏板上的，脚一滑，出去了。</p><p><img src=\"https://x0.ifengimg.com/res/2023/6EE994A68A898758EA2023BD38AD7242C67E09CD_size206_w1080_h567.png\"/></p><p>这还是在<strong>几乎静止的情况</strong>下发生的事故，要真的是在紧急情况下，反应时间短，会发生什么可就真不好说了。</p><p>也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。<strong>唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/053E9D95B6CFD87335CA1F36FEA0703819C86AAD_size389_w1080_h498.png\"/></p><p>而且，马斯克对此还贼骄傲。。</p><p><img src=\"https://x0.ifengimg.com/res/2023/EE9ACE16AC8B8195906224DEC451B1B54EECD3A4_size244_w640_h501.png\"/></p><p>说单踏板模式 “ 旦用难回 ” ，颇有乔布斯当年说出 “ 用户们不知道自己需要什么 ” 的风范。</p><p>但我觉得，<strong>这样的做法是极不负责任的。</strong></p><p>乔布斯还在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的时候，是移动电子设备充满无限可能的日子。触屏的逻辑虽然改变了许多按键机使用习惯，但总的来说还是让手机变得更<strong>好用、更便捷</strong>了。</p><p><img src=\"https://x0.ifengimg.com/res/2023/445D8AF279C381583B5175CD2CFDB1DFBDF63123_size634_w1000_h563.png\"/></p><p>说乔布斯是个变革者，倒不如说他是个<strong>改良者</strong>。</p><p>相比之下，<strong>单踏板模式却并没有将驾驶引向更便捷的方向。</strong>它改变了数十年以来最基本的驾驶习惯，让原本简洁的动作复杂化。不仅<strong>增加了人们适应上手的门槛，也大大增加了潜在的误操作风险</strong>。</p><p>而在<strong>涉及到生命安全的领域，操作永远是越简单越好。</strong></p><p>举个例子，在建筑工地上，有一个设备是被严厉禁止的。就是这个玩意，叫做<strong>旋转开关。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/DEA72CD52602036FFA1FFB5E1EBE026E88CECFB7_size31_w800_h632.jpg\"/></p><p>它<strong>操作简单，</strong>能控制电机的正转、反转和停转，<strong>所以非常容易出现误操作。</strong>而它控制的都是电锯、起重机这些中小型设备，只要误操作，断手断脚都是小事。。</p><p>所以，现在工地上的开关，都被换成了这样的<strong>按钮开关：</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/241125A4AADCC0D4D38F41F7701E4E564C94E5DC_size60_w500_h280.png\"/></p><p>一个功能一个按键，<strong>清清楚楚，需要啥就按啥，</strong>小朋友都能学会。</p><p>这才安全应该有的设计思路。</p><p>对于车企，我们理解车企为了降本增效需要从很多途径抠成本、抠性能，但<strong>通过 “ 让用户去习惯 ” 的方式来弥补自己产品的短板，本质上就是一种极不负责的逃避和甩锅。</strong></p><p><strong>与其在改变驾驶习惯上花心思，倒不如研究研究怎么提升电池能量密度，怎么提升充电补能的效率，怎么提升单次补能的利用效率。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/A27AE5AC3BBC42E15B430FA7F33535A10AC48F02_size528_w1080_h529.png\"/></p><p>关于单踏板模式，我给差友们的建议是：<strong>能关则关</strong>，完全没有必要为了提升续航而增加安全风险。况且，<strong>目前大多数电车也都使用了混合制动，</strong>即使关闭单踏板模式也能享受到动能回收的好处。</p><p>不过换个角度想，等哪天动能回收不再是电车的标配，或许就能说明纯电时代正式到来了吧。</p><p><strong>撰文：</strong>致命空枪<strong> 编辑：</strong>脖子右拧 <strong>封面：</strong>焕妍</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电车厂商们，能不能把单踏板模式删了？</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; 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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电车厂商们，能不能把单踏板模式删了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8O9rl9mECC5><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家有没有发现，最近和特斯拉有关的事故又多起来了。潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫一锅端的拌饭火了一把。而且，还不只是国内有。2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里...</p>\n\n<a href=\"https://tech.ifeng.com/c/8O9rl9mECC5\">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","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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ACC","BK4588":"碎股"},"source_url":"https://tech.ifeng.com/c/8O9rl9mECC5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319376882","content_text":"大家有没有发现，最近和特斯拉有关的事故又多起来了。潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫一锅端的拌饭火了一把。而且，还不只是国内有。2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里 2 人身亡。。但说实话，我其实并不想深究特斯拉到底刹不刹得住。毕竟，特斯拉现在用的博世 iBooster 电控刹车助力和电涡流非接触式油门传感器，有很多厂家都在用，而且也确实不容易坏。但电控这玩意，谁也没法保证 100% 稳定。失不失灵，啥时候失灵，说到底也就是几率大小的问题。如果硬要问我特斯拉有没有可能刹不住，我还真不好说。我今天想和大家聊的，是单踏板这个反人类的玩意。为啥呢，因为就在前段时间，潮州事故的司法鉴定结果出来了， EDR 也就是事件数据记录系统（ Event data recorder ）显示，车辆的油门踏板有很长时间，都处在 100% 的开度下，也就是我们常说的地板油。如果这个数据是没问题的，那么有很大可能，是车主把油门当刹车踩了。而前面美国那起追尾半挂的事故，警方最后的调查结果，也是因为车主踩错了油门。咱就是说，踩错踏板这种事情就算是考科目二的时候也没见着几次，咋老能发生在特斯拉车主身上呢？依我看，罪魁祸首，大概率就是特斯拉对单踏板模式自以为是的执著。先别着急喷我，我们先来看看单踏板模式究竟是个啥。单踏板模式顾名思义，用一个踏板控制车辆的加减速，刹车和离合理论上完全可以被去掉。想要达到这样的效果，就需要用上我们常说的动能回收系统。众所周知，电动车之所以能跑，靠的是给电机通电，然后带动车轮旋转。本质上就是把电能转化为动能。动能回收其实就是反过来，把动能转化回电能。大伙还记得当年学过的 “ 切割磁感线 ” 吗？说的是，闭合电路在磁场里做切割磁感线时，能产生电流。就像这样▼沉睡的记忆突然袭击了属于是。。而电动车在松开油门滑行的时候，转子其实就是处在不断切割磁感线的状态里，也就会有电流产生。这样车子的动能被转化成了电能，车速也会越来越慢，有点像踩刹车的效果。不过，动能回收最早其实并没有被当成刹车使，因为它最牛的地方是能提供相当多的续航里程。保时捷 Taycan 都知道吧，它的动能回收就能提升 30% 的续航。更离谱的是，它回收充电的功率高达 290kW...特斯拉的 V3 超充桩也只有 250kW 的充电功率，妥妥的随车超充。我们都知道电动车最大的短板就是续航，所以几乎所有纯电车都会用上动能回收，能多跑一点是一点。有优点，肯定就有缺点。动能回收最大的问题，就是开着不舒服。根据下面这个肥肠抽象的公式，理论上看，只要电路切割磁感线的速度越快，产生的电势也就越大。里面的 V 就是导体的运动速度。用人话说，就是车子的速度越快，动能回收的电量就越多，带来的减速感也会更明显。比如奥迪的 e-tron ，在 100km/h 的速度下，只靠动能回收就能产生0.8g （约 7.8m/s ² ）的减速度。要知道，一般紧急刹车的减速度也只有7.5-8m/s ²，几乎相当于一脚重刹。试想一下，只要一松油门车子就给你来一脚刹车，这不仅开的人难受，坐的人也容易晕车。所以只要一说动能回收，大部分车友都是这个画风的：自动启停表示，这个剧情我熟啊。。。虽然体验不好，但动能回收又不能不用。那就想着怎么 “ 中和 ” 一下子呗。目前主要有两个技术路线，一是混合制动，二就是单踏板模式。混合制动，其实就是用动能回收和传统机械制动一起刹车。在你刚踩刹车的时候，车子会用动能回收来减速。等到速度慢下来，动能回收没啥力气了以后，再用卡钳、刹车盘这些机械刹车。所以混合制动一脚下去会有明显两段的感受，先是不太跟脚，然后才是随踩随有。虽然体验有些抽象，但因为把动能回收的减速和刹车动作绑定在了一起，对驾驶习惯没有太大的影响，所以大家也还比较接受。反观单踏板模式，争议就非常大了。我们之前说过，单踏板模式就是只用一个踏板就能控制车辆的加减速。它的逻辑，其实就是踩下踏板加速，抬起踏板用动能回收减速，踏板抬得越高，减速力道越狠。简单来说就是，踩得深就跑得快，踩得浅就跑得慢，不踩就停下。所以在单踏板模式下，只要我们控制好右脚踩下的幅度、留好制动的余量，按理说也确实用也用不上别的踏板。可惜，事情远没这么简单。单踏板模式最大的问题，就是它直接影响到了人们底层的驾驶习惯。往常我们开车，加速就踩油门踏板，减速就踩刹车踏，只用考虑踩哪个，逻辑十分清晰。但在单踏板驾驶中，不仅踩会加速，抬还会减速，这就会和我们的驾驶习惯产生冲突。就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。但这个时候，我们的脚依旧是在向下用力的，和往常踩刹车踏板减速的状态完全一样。在一些情况下，就很容易会让人产生 “ 我在踩刹车 ” 的错觉。就比如这位极星 2 车主，就在倒车的时候以为自己踩的是刹车踏板，然后一脚油门创上了路边停着的车。还有这个开电动 F150 的老哥，停车的时候以为自己的脚是放在刹车踏板上的，脚一滑，出去了。这还是在几乎静止的情况下发生的事故，要真的是在紧急情况下，反应时间短，会发生什么可就真不好说了。也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。而且，马斯克对此还贼骄傲。。说单踏板模式 “ 旦用难回 ” ，颇有乔布斯当年说出 “ 用户们不知道自己需要什么 ” 的风范。但我觉得，这样的做法是极不负责任的。乔布斯还在苹果的时候，是移动电子设备充满无限可能的日子。触屏的逻辑虽然改变了许多按键机使用习惯，但总的来说还是让手机变得更好用、更便捷了。说乔布斯是个变革者，倒不如说他是个改良者。相比之下，单踏板模式却并没有将驾驶引向更便捷的方向。它改变了数十年以来最基本的驾驶习惯，让原本简洁的动作复杂化。不仅增加了人们适应上手的门槛，也大大增加了潜在的误操作风险。而在涉及到生命安全的领域，操作永远是越简单越好。举个例子，在建筑工地上，有一个设备是被严厉禁止的。就是这个玩意，叫做旋转开关。它操作简单，能控制电机的正转、反转和停转，所以非常容易出现误操作。而它控制的都是电锯、起重机这些中小型设备，只要误操作，断手断脚都是小事。。所以，现在工地上的开关，都被换成了这样的按钮开关：一个功能一个按键，清清楚楚，需要啥就按啥，小朋友都能学会。这才安全应该有的设计思路。对于车企，我们理解车企为了降本增效需要从很多途径抠成本、抠性能，但通过 “ 让用户去习惯 ” 的方式来弥补自己产品的短板，本质上就是一种极不负责的逃避和甩锅。与其在改变驾驶习惯上花心思，倒不如研究研究怎么提升电池能量密度，怎么提升充电补能的效率，怎么提升单次补能的利用效率。关于单踏板模式，我给差友们的建议是：能关则关，完全没有必要为了提升续航而增加安全风险。况且，目前大多数电车也都使用了混合制动，即使关闭单踏板模式也能享受到动能回收的好处。不过换个角度想，等哪天动能回收不再是电车的标配，或许就能说明纯电时代正式到来了吧。撰文：致命空枪 编辑：脖子右拧 封面：焕妍","news_type":1},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650049723,"gmtCreate":1678785562562,"gmtModify":1678785564953,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"不是否认，是客套话","listText":"不是否认，是客套话","text":"不是否认，是客套话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650049723","repostId":"2319797840","repostType":2,"repost":{"id":"2319797840","kind":"highlight","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1678784682,"share":"https://www.laohu8.com/m/news/2319797840?lang=&edition=full","pubTime":"2023-03-14 17:04","market":"us","language":"en","title":"Tesla and BYD Deny Rumors about Halting Cooperation","url":"https://stock-news.laohu8.com/highlight/detail?id=2319797840","media":"Pandaily","summary":"\nOn March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. \n","content":"<html><body><div>\n<p>On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.</p>\n<bento-twitter height=\"472\" layout=\"responsive\" width=\"375\">\n</bento-twitter>\n<p>The rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.</p>\n<p>The report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.</p>\n<p>The news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”</p>\n<p>The competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.</p>\n<p>When considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.</p>\n<p><strong>SEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China</strong></p>\n<p>Meanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.</p>\n<p>Steve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”</p> </div></body></html>","source":"pandaily_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>Tesla and BYD Deny Rumors about Halting Cooperation</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 and BYD Deny Rumors about Halting Cooperation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2023-03-14 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.</p>\n<bento-twitter height=\"472\" layout=\"responsive\" width=\"375\">\n</bento-twitter>\n<p>The rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.</p>\n<p>The report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.</p>\n<p>The news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”</p>\n<p>The competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.</p>\n<p>When considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.</p>\n<p><strong>SEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China</strong></p>\n<p>Meanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.</p>\n<p>Steve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”</p> </div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.pandaily.com/uploads/2023/03/Untitled-design-61.jpg","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","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","BYD":"博伊德赌场","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4150":"赌场与赌博","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股"},"source_url":"https://pandaily.com/tesla-and-byd-deny-rumors-about-halting-cooperation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319797840","content_text":"On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.\n\n\nThe rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.\nThe report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.\nThe news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”\nThe competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.\nWhen considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.\nSEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China\nMeanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.\nSteve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650021036,"gmtCreate":1678776457025,"gmtModify":1678776458528,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"合作是假的","listText":"合作是假的","text":"合作是假的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650021036","repostId":"2319025672","repostType":2,"repost":{"id":"2319025672","kind":"news","pubTimestamp":1678768680,"share":"https://www.laohu8.com/m/news/2319025672?lang=&edition=full","pubTime":"2023-03-14 12:38","market":"hk","language":"zh","title":"比亚迪否认特斯拉停用刀片电池，双方合作尚不满一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2319025672","media":"界面新闻","summary":"日前，有韩媒报道称，由于比亚迪LFP电池的一系列起火事故引发的质量问题，特斯拉已决定不使用中国比亚迪的电池。　　对此，比亚迪向界面新闻回应称，为不实信息，与实际情况不符。如果特斯拉停用比亚迪电池，该报道预计特斯拉将增大LG新能源电池的使用份额。　　据报道，特斯拉去年二季度开始采用比亚迪的刀片电池，采购量为10GWh，搭载的首款车型为Model Y。","content":"<div>\n<p>日前，有韩媒报道称，由于比亚迪LFP（磷酸铁锂）电池的一系列起火事故引发的质量问题，特斯拉已决定不使用中国比亚迪的电池。\n　　对此，比亚迪向界面新闻回应称，为不实信息，与实际情况不符。\n　　该报道引援业内人士消息称，今年年初Model 3标准版等低价车型的电池供应合同到期后，特斯拉并未向比亚迪追加供货。\n　　目前，特斯拉在欧洲使用LG新能源和宁德时代的电池，在北美使用松下的产品，中国市场主要为...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2023-03-14/doc-imykveiz8466599.shtml\">Web Link</a>\n\n</div>\n","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>比亚迪否认特斯拉停用刀片电池，双方合作尚不满一年</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比亚迪否认特斯拉停用刀片电池，双方合作尚不满一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 12:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2023-03-14/doc-imykveiz8466599.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，有韩媒报道称，由于比亚迪LFP（磷酸铁锂）电池的一系列起火事故引发的质量问题，特斯拉已决定不使用中国比亚迪的电池。\n　　对此，比亚迪向界面新闻回应称，为不实信息，与实际情况不符。\n　　该报道引援业内人士消息称，今年年初Model 3标准版等低价车型的电池供应合同到期后，特斯拉并未向比亚迪追加供货。\n　　目前，特斯拉在欧洲使用LG新能源和宁德时代的电池，在北美使用松下的产品，中国市场主要为...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2023-03-14/doc-imykveiz8466599.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","BK0183":"MSCI概念","BK4511":"特斯拉概念","BK1582":"深圳本地概念股","BK0169":"共享汽车","BK4548":"巴美列捷福持仓","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","BK1509":"特斯拉概念股","BK1580":"烟草概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1149":"通信设备","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ACC","BK0070":"员工持股","BK4550":"红杉资本持仓","BK0014":"新能源汽车","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK1522":"燃料电池","TSLA":"特斯拉","BK4574":"无人驾驶","BK4551":"寇图资本持仓","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK4581":"高盛持仓"},"source_url":"https://finance.sina.com.cn/jjxw/2023-03-14/doc-imykveiz8466599.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2319025672","content_text":"日前，有韩媒报道称，由于比亚迪LFP（磷酸铁锂）电池的一系列起火事故引发的质量问题，特斯拉已决定不使用中国比亚迪的电池。\n　　对此，比亚迪向界面新闻回应称，为不实信息，与实际情况不符。\n　　该报道引援业内人士消息称，今年年初Model 3标准版等低价车型的电池供应合同到期后，特斯拉并未向比亚迪追加供货。\n　　目前，特斯拉在欧洲使用LG新能源和宁德时代的电池，在北美使用松下的产品，中国市场主要为宁德时代和LG新能源。如果特斯拉停用比亚迪电池，该报道预计特斯拉将增大LG新能源电池的使用份额。\n　　LG新能源在去年二季度的电话会议上表示，除了波兰工厂，其还将在欧洲建立圆柱电池生产基地，为特斯拉供应电池。LG新能源目前正在研究基于LFP的储能系统，已进入开发的最后阶段，这种电池符合特斯拉研发的新一代低成本电动车的需求。\n　　据报道，特斯拉去年二季度开始采用比亚迪的刀片电池，采购量为10GWh，搭载的首款车型为Model Y。10GWh的采购量并不是小数目，特斯拉中国2021年的电池装机量为19.98GWh。这一年特斯拉在中国的销量约为32万辆。\n　　伴随着销量优势越发明显，比亚迪和特斯拉已成为新能源汽车的代名词，其之间的竞争也日趋激烈。\n　　在中国市场，据乘联会数据，2022年新能源狭义乘用车厂商零售排名中，比亚迪以180万辆排名第一，特斯拉中国为44万辆排在比亚迪和上汽通用五菱之后。这个数据包含了比亚迪的插混式汽车。\n　　单就纯电车而言，特斯拉和比亚迪也是2022年全球纯电车销量最多的两家汽车制造商，但特斯拉131万辆的销量仍在比亚迪的91万辆之上。\n　　比亚迪的汽车出口正在加速。Hedin Mobility Group AB是欧洲最大的经销商之一，其在去年8月与比亚迪签署了一项协议，在德国分销比亚迪的三款车型。同年，比亚迪拿下欧洲最大租车公司SIXT的10万辆汽车订单。日前，比亚迪发布消息称，Octopus EV也将在未来3年内向其购买5000辆电动车。这些订单背后，是比亚迪在海外影响力的迅速扩大。\n　　为了扩大出口、保证运力，比亚迪甚至在去年斥资50亿元，下单了8艘汽车滚装船。其中已基本确定建造的有6艘，另2艘为选择权订单。\n　　特斯拉前董事会成员、威斯利集团创始人史蒂夫·威斯利（Steve Westly）在去年的一次采访中表示，“我认为他们（特斯拉）第一次有了一个真正的挑战者，这个挑战者的名字叫比亚迪。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：赵思远","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627404750,"gmtCreate":1678465865770,"gmtModify":1678466503069,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"德国环保主义是邪教","listText":"德国环保主义是邪教","text":"德国环保主义是邪教","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627404750","repostId":"2318780881","repostType":2,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627585098,"gmtCreate":1678433591614,"gmtModify":1678433593245,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"自媒体闭嘴吧","listText":"自媒体闭嘴吧","text":"自媒体闭嘴吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627585098","repostId":"2318089276","repostType":2,"repost":{"id":"2318089276","kind":"news","pubTimestamp":1678430698,"share":"https://www.laohu8.com/m/news/2318089276?lang=&edition=full","pubTime":"2023-03-10 14:44","market":"us","language":"zh","title":"“乏力”的特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2318089276","media":"汽车公社","summary":"尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2023/670023A81381936A27D0F54EA9A3B92A2D92DF1B_size24_w641_h427.jpg\"/></p><p>作者丨崔力文</p><p>责编丨崔力文</p><p>编辑丨别 致</p><p><strong>虽然还不至于到泯然众人的地步，但是缺乏惊喜和新意就是毫无争议的事实。</strong></p><p>之前的文章中，已经不止一次对惨烈的2023年定了性，根本原因还是由于作为当下最炙手可热的明星车企，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>那次“伤敌一千，自损八百”的突然官降。</p><p><img src=\"https://x0.ifengimg.com/res/2023/D3A92547C736B3160128A76E43D439966F2DE745_size207_w641_h333.png\"/></p><p>即便这家美国车企深知会遭到老车主大面积的维权，深知会让品牌信任度降至冰点，深知会催生出更多的“等等党”，却依旧把Model 3与Model Y分别拉到了22.99万元与25.99万元的在华历史最低价。</p><p>行动之坚决，令人感叹。但在我看来，背后也暴露出深层次的痛点。</p><p>其一，特斯拉曾经爆棚的累计订单消耗殆尽，终端新增客户的乏力也是必须直面的事实，加之刚刚扩产完成的上海工厂就明晃晃的摆在那里，所以必须狠狠“割肉冲量”。</p><p>其二，无论Model 3也好，Model Y也罢，碍于推出已久，迟迟没有焕新，产品力层面曾经的领先优势，正在被后来者不断蚕食甚至反超，那段非特斯拉不选的日子过去了。</p><p>而在“改款”真正到来并且大规模交付之前，只能被迫用损失毛利率的方式，祭出更多的诚意俘获人心。</p><p><img src=\"https://x0.ifengimg.com/res/2023/091620AD3400DC4797EC75A56E08FAC55963A4B4_size26_w641_h361.jpg\"/></p><p>其三，身为掌舵者的马斯克，对于2023年全球车市的消费活力与真实需求，持有悲观态度，认为不排除发生一场大衰退的可能。</p><p>也恰恰由于身处这样一个充满变数的大环境下，必须采用各种方式，让公司继续保持向上增长的势头，不然就会再次陷入泥潭。</p><p>写到这里，更想说：“实际上，特斯拉率先挑起的，就是一场不留任何情面的价格战。”而今年1月，仅从乘联会发布的销量成绩单来看，这家美国车企在华还是取得了其想要的结果。</p><p>尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。</p><p><img src=\"https://x0.ifengimg.com/res/2023/F5F968A42A99BBAA02999223FF1650BEFAD1B20E_size67_w600_h727.jpg\"/></p><p>殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。根据乘联会的预估，2月销量达到74,402辆，环比增长12.6%。</p><p>与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。更为值得分享的是，这家美国车企首次实现第100万辆下线花费了12年时间，而从第300万辆突破至第400万辆仅用时7个月。</p><p>写到这里，不禁感叹，“站在正向且积极的角度，特斯拉目前身处全球新能源市场所起到的作用，或者说扮演的角色，就是当之无愧绝对的风向标，引领整个行业不断内卷、向前狂奔。”</p><p>而在给予阶段性的褒奖之后，接下来的篇幅，更想站在相对客观的角度，聊聊最近一段时间，这家美国车企展现出的“乏力”，也可能是特斯拉必须面对的最大“痛点”。</p><p><strong>01</strong></p><p><strong>200万辆基本没戏</strong></p><p>平心而论，文章开篇既然已经谈及在华销量，作为旁观者，对于特斯拉颇为关心的一点必然集中在：2023年其能够卖出多少新车？</p><p><img src=\"https://x0.ifengimg.com/res/2023/668A337B40707AF9964B57C61882C83ED288AD03_size51_w641_h361.jpg\"/></p><p>毕竟，2022年这家美国车企虽然位于全球交付了130万辆，但还是没能完成150万辆的既定目标。</p><p>因此，究竟会不会再次“食言”，已然成为许多人热烈关切的话题。</p><p>可在我看来，特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢与骨骼基本发育完毕，再想要快速地增长已经变得不再容易。</p><p>就拿身处中国市场的处境举例，“价格战”看似打的轰轰烈烈，可仅就来自终端的种种反馈，潜在消费者们对于特斯拉并未展现出想象中那般“非买不可”的追捧。</p><p>至于背后的原因，除了文章开篇提及的几点，一方面或是由于网络中有消息传来，为了愈发疯狂的冲量，这家美国车企在华接下来不排除会把Model 3降至19.99万元的可能性，明年则会推出15万元左右的廉价版车型，并且截至目前特斯拉仍未官方辟谣。</p><p><img src=\"https://x0.ifengimg.com/res/2023/400951031BEFE508E75132CF6B1A0B1C48BBFD81_size68_w641_h379.jpg\"/></p><p>另一方面，结合上月彭博社的报道，据匿名知情人士透露，特斯拉上海工厂将于2月19日停止Model 3的生产至2月底，以升级车辆生产线用以后续改款Model 3的引入。</p><p>同时，他还声称，工厂生产线的升级，将在两个多月内分阶段进行。第一阶段改造即从2月19日开始，出于保密的考虑，部分工人已不被允许进入生产线。</p><p>汇总下来，“老款可能降价，新款即将到来”已然成为大多人对于这家美国车企的最大期许，“等等就是赚到”的心态也井喷式的涌现出来。</p><p>但恰恰因为上述“尴尬处境”的存在，就某种程度而言，对于想要疯狂冲量的特斯拉来说是极为不利的，加之中国市场诸多自主品牌的纷纷应战，腹背受敌之下只能令人感受到它的些许“乏力”。</p><p><img src=\"https://x0.ifengimg.com/res/2023/7FB8491FAAB930DF3488C0E21CE63EC99342802D_size33_w641_h427.jpg\"/></p><p>由此再次回到本段开篇的问题，按照马斯克之前许下50%年复合增长率计算，卖出200万辆新车将是特斯拉本来的目标。</p><p>可碍于一些不可抗力，亦或是对未来的不确定性犹存，200万辆基本没戏。顺势这家美国车企已经将数字调整为180万辆，对应增长幅度下降至40%。</p><p>而特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢基本发育完毕，想要爆炸性的增长变得不再容易。</p><p>至于怎样打破需求端的“乏力”，是继续一味地大打特打“价格战”，还是等待革命性的新品到来，难题仍明晃晃的摆在这家美国车企面前。</p><p><strong>02</strong></p><p><strong>一场缺乏新意的盛宴</strong></p><p>老实说，入行四年，亲眼见证了特斯拉大大小小的很多历史性节点。大多时刻，真的能够感受到这家美国车企所带来那种颠覆性的创造力，以及引领一个时代的魄力。</p><p><img src=\"https://x0.ifengimg.com/res/2023/B522B10C515DD53E59FB352FFB0DA1CD0519D743_size252_w641_h360.png\"/></p><p>可就在本月初，在全程收看了其最新一届的投资者日，倾听完所谓的“秘密宏图第三篇章”后，不知为何同样感觉到了它的“乏力”。</p><p>即便一开始，马斯克直言将花10万亿美元改造地球，他表示对人类目前能源结构十分不满，超过80%都是化石能源，污染又浪费，同时展示了实现可持续经济所需的条件：储能240TWh，可再生电力30TW。</p><p>即便马斯克承诺跳票许久的Cybertruck量产版本将在今年问世，以及未来所有汽车都将转向48伏电力系统。</p><p>即便马斯克表示在制造端，可以让多个人（或<a href=\"https://laohu8.com/S/300024\">机器人</a>）同时参与生产，能让操作空间密度和空间利用效率提高，并且新生产方式可以让生产线占地面积和生产成本减少，这样就能实现工厂占地面积更小，同时保证容量和产能。</p><p><img src=\"https://x0.ifengimg.com/res/2023/01AFEDED224E0B83B5FD6E20AFD8FD4BD0B49F23_size222_w641_h359.png\"/></p><p>即便马斯克表示特斯拉累计销量已经达到400万辆，最后的100万辆汽车是在不到7个月的时间里生产出来的，公司的目标是每45秒造一辆车。</p><p>即便马斯克官宣全新超级工厂墨西哥蒙特利超级工厂即将诞生，继续为提升全球产能、达成2030年交付2000万辆电动车增长的目标而努力，新工厂将生产下一代平台车型，全球其他工厂也会随后跟进。</p><p>可直到最后，也未能见证那款万众期待，号称“成本降低一半”的新车揭开神秘面纱。在PPT中，它依然被那块祖传“灰布”所笼罩。</p><p>对此，彭博社直接不留情面的点评到：“一个奇怪的投资者日，没有新产品，也没有明确的下一阶段目标、数据。”</p><p><img src=\"https://x0.ifengimg.com/res/2023/E3BC852803FA9CE606F3E854470CB5CEAC4481CC_size21_w641_h361.jpg\"/></p><p>的确，或许是我们太过习惯曾经总是带给人惊喜的特斯拉，总是对这家美国车企的一举一动抱有极大的希望，进而许多东西一旦不及预期，失望的情绪就会被无限放大。</p><p>当然，望向更深处，无论承认与否，特斯拉“秘密宏图第三篇章”缺乏新意与诚意，就是没有太多争议的事实。作为最直接的论据，身处资本市场，对应的股价不升反降，同样可以证明金主们的态度。</p><p>写到这里，文章渐渐临近尾声，仍然想要强调的是：“特斯拉虽然展现出了一丝乏力，但还不至于到泯然众人的地步。</p><p>反之，这家美国车企的风向标效应，并没有太过削弱。”</p><p>于情于理，还是相信2023年的它，在乱世中能够打破颓势。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“乏力”的特斯拉</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“乏力”的特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 14:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8O2BgGGSAFB><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨崔力文责编丨崔力文编辑丨别 致虽然还不至于到泯然众人的地步，但是缺乏惊喜和新意就是毫无争议的事实。之前的文章中，已经不止一次对惨烈的2023年定了性，根本原因还是由于作为当下最炙手可热的明星车企，特斯拉那次“伤敌一千，自损八百”的突然官降。即便这家美国车企深知会遭到老车主大面积的维权，深知会让品牌信任度降至冰点，深知会催生出更多的“等等党”，却依旧把Model 3与Model Y分别拉到了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8O2BgGGSAFB\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","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","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Y分别拉到了22.99万元与25.99万元的在华历史最低价。行动之坚决，令人感叹。但在我看来，背后也暴露出深层次的痛点。其一，特斯拉曾经爆棚的累计订单消耗殆尽，终端新增客户的乏力也是必须直面的事实，加之刚刚扩产完成的上海工厂就明晃晃的摆在那里，所以必须狠狠“割肉冲量”。其二，无论Model 3也好，Model Y也罢，碍于推出已久，迟迟没有焕新，产品力层面曾经的领先优势，正在被后来者不断蚕食甚至反超，那段非特斯拉不选的日子过去了。而在“改款”真正到来并且大规模交付之前，只能被迫用损失毛利率的方式，祭出更多的诚意俘获人心。其三，身为掌舵者的马斯克，对于2023年全球车市的消费活力与真实需求，持有悲观态度，认为不排除发生一场大衰退的可能。也恰恰由于身处这样一个充满变数的大环境下，必须采用各种方式，让公司继续保持向上增长的势头，不然就会再次陷入泥潭。写到这里，更想说：“实际上，特斯拉率先挑起的，就是一场不留任何情面的价格战。”而今年1月，仅从乘联会发布的销量成绩单来看，这家美国车企在华还是取得了其想要的结果。尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。根据乘联会的预估，2月销量达到74,402辆，环比增长12.6%。与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。更为值得分享的是，这家美国车企首次实现第100万辆下线花费了12年时间，而从第300万辆突破至第400万辆仅用时7个月。写到这里，不禁感叹，“站在正向且积极的角度，特斯拉目前身处全球新能源市场所起到的作用，或者说扮演的角色，就是当之无愧绝对的风向标，引领整个行业不断内卷、向前狂奔。”而在给予阶段性的褒奖之后，接下来的篇幅，更想站在相对客观的角度，聊聊最近一段时间，这家美国车企展现出的“乏力”，也可能是特斯拉必须面对的最大“痛点”。01200万辆基本没戏平心而论，文章开篇既然已经谈及在华销量，作为旁观者，对于特斯拉颇为关心的一点必然集中在：2023年其能够卖出多少新车？毕竟，2022年这家美国车企虽然位于全球交付了130万辆，但还是没能完成150万辆的既定目标。因此，究竟会不会再次“食言”，已然成为许多人热烈关切的话题。可在我看来，特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢与骨骼基本发育完毕，再想要快速地增长已经变得不再容易。就拿身处中国市场的处境举例，“价格战”看似打的轰轰烈烈，可仅就来自终端的种种反馈，潜在消费者们对于特斯拉并未展现出想象中那般“非买不可”的追捧。至于背后的原因，除了文章开篇提及的几点，一方面或是由于网络中有消息传来，为了愈发疯狂的冲量，这家美国车企在华接下来不排除会把Model 3降至19.99万元的可能性，明年则会推出15万元左右的廉价版车型，并且截至目前特斯拉仍未官方辟谣。另一方面，结合上月彭博社的报道，据匿名知情人士透露，特斯拉上海工厂将于2月19日停止Model 3的生产至2月底，以升级车辆生产线用以后续改款Model 3的引入。同时，他还声称，工厂生产线的升级，将在两个多月内分阶段进行。第一阶段改造即从2月19日开始，出于保密的考虑，部分工人已不被允许进入生产线。汇总下来，“老款可能降价，新款即将到来”已然成为大多人对于这家美国车企的最大期许，“等等就是赚到”的心态也井喷式的涌现出来。但恰恰因为上述“尴尬处境”的存在，就某种程度而言，对于想要疯狂冲量的特斯拉来说是极为不利的，加之中国市场诸多自主品牌的纷纷应战，腹背受敌之下只能令人感受到它的些许“乏力”。由此再次回到本段开篇的问题，按照马斯克之前许下50%年复合增长率计算，卖出200万辆新车将是特斯拉本来的目标。可碍于一些不可抗力，亦或是对未来的不确定性犹存，200万辆基本没戏。顺势这家美国车企已经将数字调整为180万辆，对应增长幅度下降至40%。而特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢基本发育完毕，想要爆炸性的增长变得不再容易。至于怎样打破需求端的“乏力”，是继续一味地大打特打“价格战”，还是等待革命性的新品到来，难题仍明晃晃的摆在这家美国车企面前。02一场缺乏新意的盛宴老实说，入行四年，亲眼见证了特斯拉大大小小的很多历史性节点。大多时刻，真的能够感受到这家美国车企所带来那种颠覆性的创造力，以及引领一个时代的魄力。可就在本月初，在全程收看了其最新一届的投资者日，倾听完所谓的“秘密宏图第三篇章”后，不知为何同样感觉到了它的“乏力”。即便一开始，马斯克直言将花10万亿美元改造地球，他表示对人类目前能源结构十分不满，超过80%都是化石能源，污染又浪费，同时展示了实现可持续经济所需的条件：储能240TWh，可再生电力30TW。即便马斯克承诺跳票许久的Cybertruck量产版本将在今年问世，以及未来所有汽车都将转向48伏电力系统。即便马斯克表示在制造端，可以让多个人（或机器人）同时参与生产，能让操作空间密度和空间利用效率提高，并且新生产方式可以让生产线占地面积和生产成本减少，这样就能实现工厂占地面积更小，同时保证容量和产能。即便马斯克表示特斯拉累计销量已经达到400万辆，最后的100万辆汽车是在不到7个月的时间里生产出来的，公司的目标是每45秒造一辆车。即便马斯克官宣全新超级工厂墨西哥蒙特利超级工厂即将诞生，继续为提升全球产能、达成2030年交付2000万辆电动车增长的目标而努力，新工厂将生产下一代平台车型，全球其他工厂也会随后跟进。可直到最后，也未能见证那款万众期待，号称“成本降低一半”的新车揭开神秘面纱。在PPT中，它依然被那块祖传“灰布”所笼罩。对此，彭博社直接不留情面的点评到：“一个奇怪的投资者日，没有新产品，也没有明确的下一阶段目标、数据。”的确，或许是我们太过习惯曾经总是带给人惊喜的特斯拉，总是对这家美国车企的一举一动抱有极大的希望，进而许多东西一旦不及预期，失望的情绪就会被无限放大。当然，望向更深处，无论承认与否，特斯拉“秘密宏图第三篇章”缺乏新意与诚意，就是没有太多争议的事实。作为最直接的论据，身处资本市场，对应的股价不升反降，同样可以证明金主们的态度。写到这里，文章渐渐临近尾声，仍然想要强调的是：“特斯拉虽然展现出了一丝乏力，但还不至于到泯然众人的地步。反之，这家美国车企的风向标效应，并没有太过削弱。”于情于理，还是相信2023年的它，在乱世中能够打破颓势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627516934,"gmtCreate":1678427498428,"gmtModify":1678427499800,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"多此一举","listText":"多此一举","text":"多此一举","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627516934","repostId":"2318200912","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627221752,"gmtCreate":1678362627376,"gmtModify":1678362629442,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"还没有确定好吗","listText":"还没有确定好吗","text":"还没有确定好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627221752","repostId":"2318763266","repostType":2,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627268920,"gmtCreate":1678356473860,"gmtModify":1678356475974,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"特斯拉全球销量明年就知道超越比亚迪","listText":"特斯拉全球销量明年就知道超越比亚迪","text":"特斯拉全球销量明年就知道超越比亚迪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627268920","repostId":"2318252086","repostType":2,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627268059,"gmtCreate":1678356459172,"gmtModify":1678356461802,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"营销号","listText":"营销号","text":"营销号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627268059","repostId":"2318252086","repostType":2,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627688355,"gmtCreate":1678269522477,"gmtModify":1678269629739,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"自媒体垃圾","listText":"自媒体垃圾","text":"自媒体垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://la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22:30","market":"sh","language":"zh","title":"报告称特斯拉在16家自动驾驶技术研发公司中排名靠后","url":"https://stock-news.laohu8.com/highlight/detail?id=2317416673","media":"环球市场播报","summary":"近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/106/w550h356/20230305/36e3-f91926eed6c21ee40b346ae259796be3.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　<strong>近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。</strong></p>\n<p cms-style=\"font-L\">　　<strong>在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。</strong></p>\n<p cms-style=\"font-L\">　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。</p>\n<p cms-style=\"font-L\">　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。</p>\n<p cms-style=\"font-L\">　　具体来看，领导者包括Mobileye、Waymo、<a href=\"https://laohu8.com/S/BIDU\">百度</a>和Cruise。大部分公司都集中在竞争者这一层级，其中包括Motional、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Aurora、文远知行、Zoox、Gatik、Nuro和安途。</p>\n<p cms-style=\"font-L\">　　第三层的挑战者包括三家公司，分别是 Autonomous A2Z、May Mobility和小马智行。</p>\n<p cms-style=\"font-L\">　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。在Guidehouse2020年和2021年的评比中，特斯拉也因类似的原因排名垫底。</p>\n<p cms-style=\"font-L\">　　<strong>在参与排名的多家企业中，Mobileye的表现最为出色，不管是策略性还是执行力，Guidehose都给出了极高的评价。Mobileye 此前就已经在基于视觉的ADAS市场中已经确立了领导地位。</strong></p>\n<p cms-style=\"font-L\">　　同样处于领导者层命的其他三家也有着较为出色的表现，不管是Waymo、Cruise还是百度旗下的自动驾驶业务，都已经开始了其商业化进程，在部分地区面向消费者提供无人驾驶出租车业务。</p>\n<p cms-style=\"font-L\">　　而其他的几家公司目前仍然处于测试阶段，不少厂商的车辆尚未实现自动驾驶出租车完全无人化，仍需在配备安全员的情况下才能上路。甚至一些自动驾驶公司目前只能够提供 L2级别的辅助驾驶服务。</p>\n<p cms-style=\"font-L\">　　<strong>这类公司就包括排名垫底的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。</strong></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：周唯 </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>报告称特斯拉在16家自动驾驶技术研发公司中排名靠后</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n报告称特斯拉在16家自动驾驶技术研发公司中排名靠后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 22:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。\n　　在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。\n　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。\n　　Guidehouse今年特别关注的是为轻型到中型车辆开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA 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SGD-H","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","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2317416673","content_text":"近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。\n　　在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。\n　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。\n　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。\n　　具体来看，领导者包括Mobileye、Waymo、百度和Cruise。大部分公司都集中在竞争者这一层级，其中包括Motional、英伟达、Aurora、文远知行、Zoox、Gatik、Nuro和安途。\n　　第三层的挑战者包括三家公司，分别是 Autonomous A2Z、May Mobility和小马智行。\n　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的特斯拉。在Guidehouse2020年和2021年的评比中，特斯拉也因类似的原因排名垫底。\n　　在参与排名的多家企业中，Mobileye的表现最为出色，不管是策略性还是执行力，Guidehose都给出了极高的评价。Mobileye 此前就已经在基于视觉的ADAS市场中已经确立了领导地位。\n　　同样处于领导者层命的其他三家也有着较为出色的表现，不管是Waymo、Cruise还是百度旗下的自动驾驶业务，都已经开始了其商业化进程，在部分地区面向消费者提供无人驾驶出租车业务。\n　　而其他的几家公司目前仍然处于测试阶段，不少厂商的车辆尚未实现自动驾驶出租车完全无人化，仍需在配备安全员的情况下才能上路。甚至一些自动驾驶公司目前只能够提供 L2级别的辅助驾驶服务。\n　　这类公司就包括排名垫底的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：周唯","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627316353,"gmtCreate":1678004230772,"gmtModify":1678004232537,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117081887906090","idStr":"4117081887906090"},"themes":[],"htmlText":"时间是227个月到24个月完成所有工作","listText":"时间是227个月到24个月完成所有工作","text":"时间是227个月到24个月完成所有工作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627316353","repostId":"2316790131","repostType":2,"repost":{"id":"2316790131","kind":"highlight","pubTimestamp":1677887179,"share":"https://www.laohu8.com/m/news/2316790131?lang=&edition=full","pubTime":"2023-03-04 07:46","market":"us","language":"zh","title":"特斯拉在墨西哥百亿工厂细节浮现：第一阶段投资约50至60亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2316790131","media":"华尔街见闻","summary":"特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰","content":"<html><head></head><body><blockquote><b>特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰、哥伦比亚和印度尼西亚等在内的竞争对手。</b></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在墨西哥即将开工的价值100亿美元的新工厂有更多细节披露。</p><p>3月3日周五，媒体报道称，该工厂的投资可能需要几个阶段完成，第一阶段的投资将达到50至60亿美元。特斯拉打算在墨西哥建厂的新莱昂州州长塞缪尔·加西亚说，该州正在吸引包括特斯拉在内的诸多跨国企业，将对当地经济带来更多活力。</p><p>特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰、哥伦比亚和印度尼西亚等在内的竞争对手。加西亚认为，随着特斯拉的进驻，该州将更多地吸引外国投资：</p><blockquote>这将改变我们的州并打破所有经济记录。</blockquote><p>特斯拉确认将在蒙特雷郊区建造一个新的电动汽车超级工厂，但没有提供有关该项目的投资策略或范围的详细信息。 迄今为止，特斯拉已在全球投资约280亿美元，最终可能会投资1500亿至1750亿美元来实现每年生产2000万辆电动汽车的目标。</p><p>马斯克此前表示，特斯拉的一个研发团队正在开发下一代平台，该平台将把Model 3的建造成本削减一半。</p><p>在墨西哥看来，特斯拉选择在墨西哥建厂，意味着该国获得更多的制造业机会。墨西哥能够利用北美自由贸易协定（USMCA）带来的优势，并从更近的距离将整车出口到美国市场。</p><p>加西亚说，特斯拉在该工厂的初始支出将在第一阶段涉及50亿至60亿美元，然后分阶段达到100亿美元的投资规模。加西亚还表示，他正在与其他跨国公司谈判在新莱昂的“大投资”，但拒绝提供细节。他说，今年该州的外国直接投资将从2022的大约43亿美元增加至120亿美元。</p><p>几天前，墨西哥总统Andres Manuel Lopez Obrador（AMLO）称，本周一他和特斯拉CEO马斯克通电话时，对方理解他的担忧，接受了他的提议，他兑现了环保的承诺，其中包括特斯拉将在生产过程中采用回收利用的水。这是AMLO承诺要在缺水的新莱昂州实现的目标。</p><p>墨西哥工厂将是特斯拉拥有的第七座超级工厂Gigafatory，也将是特斯拉首次在美国以外的美洲地区设厂。去年12月就有墨西哥媒体称，特斯拉将在新莱昂州建造一座Gigafatory，初始投资金额为8亿到10亿美元，最终投资额可能达到100亿美元，还称新厂建成后料将先生产相关零部件，再生产一款新型的低成本车型。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉在墨西哥百亿工厂细节浮现：第一阶段投资约50至60亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 07:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3683285><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰、哥伦比亚和印度尼西亚等在内的竞争对手。特斯拉在墨西哥即将开工的价值100亿美元的新工厂有更多细节披露。3月3日周五，媒体报道称，该工厂的投资可能需要几个阶段完成，第一阶段的投资将达到50至60亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683285\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16f9ce6192ffd5a72e217e8b88e86ccc","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4099":"汽车制造商","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global 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ACC"},"source_url":"https://wallstreetcn.com/articles/3683285","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316790131","content_text":"特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰、哥伦比亚和印度尼西亚等在内的竞争对手。特斯拉在墨西哥即将开工的价值100亿美元的新工厂有更多细节披露。3月3日周五，媒体报道称，该工厂的投资可能需要几个阶段完成，第一阶段的投资将达到50至60亿美元。特斯拉打算在墨西哥建厂的新莱昂州州长塞缪尔·加西亚说，该州正在吸引包括特斯拉在内的诸多跨国企业，将对当地经济带来更多活力。特斯拉选择的新莱昂州，是墨西哥靠近美国德克萨斯州边境的工业集群中心，该州首府蒙特雷距离美墨边境仅有大约221公里。当地成本较低，劳动力充足，还有众多的关键汽车零部件供应商。这些因素击败了包括德国、荷兰、哥伦比亚和印度尼西亚等在内的竞争对手。加西亚认为，随着特斯拉的进驻，该州将更多地吸引外国投资：这将改变我们的州并打破所有经济记录。特斯拉确认将在蒙特雷郊区建造一个新的电动汽车超级工厂，但没有提供有关该项目的投资策略或范围的详细信息。 迄今为止，特斯拉已在全球投资约280亿美元，最终可能会投资1500亿至1750亿美元来实现每年生产2000万辆电动汽车的目标。马斯克此前表示，特斯拉的一个研发团队正在开发下一代平台，该平台将把Model 3的建造成本削减一半。在墨西哥看来，特斯拉选择在墨西哥建厂，意味着该国获得更多的制造业机会。墨西哥能够利用北美自由贸易协定（USMCA）带来的优势，并从更近的距离将整车出口到美国市场。加西亚说，特斯拉在该工厂的初始支出将在第一阶段涉及50亿至60亿美元，然后分阶段达到100亿美元的投资规模。加西亚还表示，他正在与其他跨国公司谈判在新莱昂的“大投资”，但拒绝提供细节。他说，今年该州的外国直接投资将从2022的大约43亿美元增加至120亿美元。几天前，墨西哥总统Andres Manuel Lopez Obrador（AMLO）称，本周一他和特斯拉CEO马斯克通电话时，对方理解他的担忧，接受了他的提议，他兑现了环保的承诺，其中包括特斯拉将在生产过程中采用回收利用的水。这是AMLO承诺要在缺水的新莱昂州实现的目标。墨西哥工厂将是特斯拉拥有的第七座超级工厂Gigafatory，也将是特斯拉首次在美国以外的美洲地区设厂。去年12月就有墨西哥媒体称，特斯拉将在新莱昂州建造一座Gigafatory，初始投资金额为8亿到10亿美元，最终投资额可能达到100亿美元，还称新厂建成后料将先生产相关零部件，再生产一款新型的低成本车型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":627585098,"gmtCreate":1678433591614,"gmtModify":1678433593245,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"自媒体闭嘴吧","listText":"自媒体闭嘴吧","text":"自媒体闭嘴吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627585098","repostId":"2318089276","repostType":2,"repost":{"id":"2318089276","kind":"news","pubTimestamp":1678430698,"share":"https://www.laohu8.com/m/news/2318089276?lang=&edition=full","pubTime":"2023-03-10 14:44","market":"us","language":"zh","title":"“乏力”的特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2318089276","media":"汽车公社","summary":"尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2023/670023A81381936A27D0F54EA9A3B92A2D92DF1B_size24_w641_h427.jpg\"/></p><p>作者丨崔力文</p><p>责编丨崔力文</p><p>编辑丨别 致</p><p><strong>虽然还不至于到泯然众人的地步，但是缺乏惊喜和新意就是毫无争议的事实。</strong></p><p>之前的文章中，已经不止一次对惨烈的2023年定了性，根本原因还是由于作为当下最炙手可热的明星车企，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>那次“伤敌一千，自损八百”的突然官降。</p><p><img src=\"https://x0.ifengimg.com/res/2023/D3A92547C736B3160128A76E43D439966F2DE745_size207_w641_h333.png\"/></p><p>即便这家美国车企深知会遭到老车主大面积的维权，深知会让品牌信任度降至冰点，深知会催生出更多的“等等党”，却依旧把Model 3与Model Y分别拉到了22.99万元与25.99万元的在华历史最低价。</p><p>行动之坚决，令人感叹。但在我看来，背后也暴露出深层次的痛点。</p><p>其一，特斯拉曾经爆棚的累计订单消耗殆尽，终端新增客户的乏力也是必须直面的事实，加之刚刚扩产完成的上海工厂就明晃晃的摆在那里，所以必须狠狠“割肉冲量”。</p><p>其二，无论Model 3也好，Model Y也罢，碍于推出已久，迟迟没有焕新，产品力层面曾经的领先优势，正在被后来者不断蚕食甚至反超，那段非特斯拉不选的日子过去了。</p><p>而在“改款”真正到来并且大规模交付之前，只能被迫用损失毛利率的方式，祭出更多的诚意俘获人心。</p><p><img src=\"https://x0.ifengimg.com/res/2023/091620AD3400DC4797EC75A56E08FAC55963A4B4_size26_w641_h361.jpg\"/></p><p>其三，身为掌舵者的马斯克，对于2023年全球车市的消费活力与真实需求，持有悲观态度，认为不排除发生一场大衰退的可能。</p><p>也恰恰由于身处这样一个充满变数的大环境下，必须采用各种方式，让公司继续保持向上增长的势头，不然就会再次陷入泥潭。</p><p>写到这里，更想说：“实际上，特斯拉率先挑起的，就是一场不留任何情面的价格战。”而今年1月，仅从乘联会发布的销量成绩单来看，这家美国车企在华还是取得了其想要的结果。</p><p>尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。</p><p><img src=\"https://x0.ifengimg.com/res/2023/F5F968A42A99BBAA02999223FF1650BEFAD1B20E_size67_w600_h727.jpg\"/></p><p>殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。根据乘联会的预估，2月销量达到74,402辆，环比增长12.6%。</p><p>与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。更为值得分享的是，这家美国车企首次实现第100万辆下线花费了12年时间，而从第300万辆突破至第400万辆仅用时7个月。</p><p>写到这里，不禁感叹，“站在正向且积极的角度，特斯拉目前身处全球新能源市场所起到的作用，或者说扮演的角色，就是当之无愧绝对的风向标，引领整个行业不断内卷、向前狂奔。”</p><p>而在给予阶段性的褒奖之后，接下来的篇幅，更想站在相对客观的角度，聊聊最近一段时间，这家美国车企展现出的“乏力”，也可能是特斯拉必须面对的最大“痛点”。</p><p><strong>01</strong></p><p><strong>200万辆基本没戏</strong></p><p>平心而论，文章开篇既然已经谈及在华销量，作为旁观者，对于特斯拉颇为关心的一点必然集中在：2023年其能够卖出多少新车？</p><p><img src=\"https://x0.ifengimg.com/res/2023/668A337B40707AF9964B57C61882C83ED288AD03_size51_w641_h361.jpg\"/></p><p>毕竟，2022年这家美国车企虽然位于全球交付了130万辆，但还是没能完成150万辆的既定目标。</p><p>因此，究竟会不会再次“食言”，已然成为许多人热烈关切的话题。</p><p>可在我看来，特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢与骨骼基本发育完毕，再想要快速地增长已经变得不再容易。</p><p>就拿身处中国市场的处境举例，“价格战”看似打的轰轰烈烈，可仅就来自终端的种种反馈，潜在消费者们对于特斯拉并未展现出想象中那般“非买不可”的追捧。</p><p>至于背后的原因，除了文章开篇提及的几点，一方面或是由于网络中有消息传来，为了愈发疯狂的冲量，这家美国车企在华接下来不排除会把Model 3降至19.99万元的可能性，明年则会推出15万元左右的廉价版车型，并且截至目前特斯拉仍未官方辟谣。</p><p><img src=\"https://x0.ifengimg.com/res/2023/400951031BEFE508E75132CF6B1A0B1C48BBFD81_size68_w641_h379.jpg\"/></p><p>另一方面，结合上月彭博社的报道，据匿名知情人士透露，特斯拉上海工厂将于2月19日停止Model 3的生产至2月底，以升级车辆生产线用以后续改款Model 3的引入。</p><p>同时，他还声称，工厂生产线的升级，将在两个多月内分阶段进行。第一阶段改造即从2月19日开始，出于保密的考虑，部分工人已不被允许进入生产线。</p><p>汇总下来，“老款可能降价，新款即将到来”已然成为大多人对于这家美国车企的最大期许，“等等就是赚到”的心态也井喷式的涌现出来。</p><p>但恰恰因为上述“尴尬处境”的存在，就某种程度而言，对于想要疯狂冲量的特斯拉来说是极为不利的，加之中国市场诸多自主品牌的纷纷应战，腹背受敌之下只能令人感受到它的些许“乏力”。</p><p><img src=\"https://x0.ifengimg.com/res/2023/7FB8491FAAB930DF3488C0E21CE63EC99342802D_size33_w641_h427.jpg\"/></p><p>由此再次回到本段开篇的问题，按照马斯克之前许下50%年复合增长率计算，卖出200万辆新车将是特斯拉本来的目标。</p><p>可碍于一些不可抗力，亦或是对未来的不确定性犹存，200万辆基本没戏。顺势这家美国车企已经将数字调整为180万辆，对应增长幅度下降至40%。</p><p>而特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢基本发育完毕，想要爆炸性的增长变得不再容易。</p><p>至于怎样打破需求端的“乏力”，是继续一味地大打特打“价格战”，还是等待革命性的新品到来，难题仍明晃晃的摆在这家美国车企面前。</p><p><strong>02</strong></p><p><strong>一场缺乏新意的盛宴</strong></p><p>老实说，入行四年，亲眼见证了特斯拉大大小小的很多历史性节点。大多时刻，真的能够感受到这家美国车企所带来那种颠覆性的创造力，以及引领一个时代的魄力。</p><p><img src=\"https://x0.ifengimg.com/res/2023/B522B10C515DD53E59FB352FFB0DA1CD0519D743_size252_w641_h360.png\"/></p><p>可就在本月初，在全程收看了其最新一届的投资者日，倾听完所谓的“秘密宏图第三篇章”后，不知为何同样感觉到了它的“乏力”。</p><p>即便一开始，马斯克直言将花10万亿美元改造地球，他表示对人类目前能源结构十分不满，超过80%都是化石能源，污染又浪费，同时展示了实现可持续经济所需的条件：储能240TWh，可再生电力30TW。</p><p>即便马斯克承诺跳票许久的Cybertruck量产版本将在今年问世，以及未来所有汽车都将转向48伏电力系统。</p><p>即便马斯克表示在制造端，可以让多个人（或<a href=\"https://laohu8.com/S/300024\">机器人</a>）同时参与生产，能让操作空间密度和空间利用效率提高，并且新生产方式可以让生产线占地面积和生产成本减少，这样就能实现工厂占地面积更小，同时保证容量和产能。</p><p><img src=\"https://x0.ifengimg.com/res/2023/01AFEDED224E0B83B5FD6E20AFD8FD4BD0B49F23_size222_w641_h359.png\"/></p><p>即便马斯克表示特斯拉累计销量已经达到400万辆，最后的100万辆汽车是在不到7个月的时间里生产出来的，公司的目标是每45秒造一辆车。</p><p>即便马斯克官宣全新超级工厂墨西哥蒙特利超级工厂即将诞生，继续为提升全球产能、达成2030年交付2000万辆电动车增长的目标而努力，新工厂将生产下一代平台车型，全球其他工厂也会随后跟进。</p><p>可直到最后，也未能见证那款万众期待，号称“成本降低一半”的新车揭开神秘面纱。在PPT中，它依然被那块祖传“灰布”所笼罩。</p><p>对此，彭博社直接不留情面的点评到：“一个奇怪的投资者日，没有新产品，也没有明确的下一阶段目标、数据。”</p><p><img src=\"https://x0.ifengimg.com/res/2023/E3BC852803FA9CE606F3E854470CB5CEAC4481CC_size21_w641_h361.jpg\"/></p><p>的确，或许是我们太过习惯曾经总是带给人惊喜的特斯拉，总是对这家美国车企的一举一动抱有极大的希望，进而许多东西一旦不及预期，失望的情绪就会被无限放大。</p><p>当然，望向更深处，无论承认与否，特斯拉“秘密宏图第三篇章”缺乏新意与诚意，就是没有太多争议的事实。作为最直接的论据，身处资本市场，对应的股价不升反降，同样可以证明金主们的态度。</p><p>写到这里，文章渐渐临近尾声，仍然想要强调的是：“特斯拉虽然展现出了一丝乏力，但还不至于到泯然众人的地步。</p><p>反之，这家美国车企的风向标效应，并没有太过削弱。”</p><p>于情于理，还是相信2023年的它，在乱世中能够打破颓势。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“乏力”的特斯拉</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“乏力”的特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 14:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8O2BgGGSAFB><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨崔力文责编丨崔力文编辑丨别 致虽然还不至于到泯然众人的地步，但是缺乏惊喜和新意就是毫无争议的事实。之前的文章中，已经不止一次对惨烈的2023年定了性，根本原因还是由于作为当下最炙手可热的明星车企，特斯拉那次“伤敌一千，自损八百”的突然官降。即便这家美国车企深知会遭到老车主大面积的维权，深知会让品牌信任度降至冰点，深知会催生出更多的“等等党”，却依旧把Model 3与Model Y分别拉到了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8O2BgGGSAFB\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","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","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Y分别拉到了22.99万元与25.99万元的在华历史最低价。行动之坚决，令人感叹。但在我看来，背后也暴露出深层次的痛点。其一，特斯拉曾经爆棚的累计订单消耗殆尽，终端新增客户的乏力也是必须直面的事实，加之刚刚扩产完成的上海工厂就明晃晃的摆在那里，所以必须狠狠“割肉冲量”。其二，无论Model 3也好，Model Y也罢，碍于推出已久，迟迟没有焕新，产品力层面曾经的领先优势，正在被后来者不断蚕食甚至反超，那段非特斯拉不选的日子过去了。而在“改款”真正到来并且大规模交付之前，只能被迫用损失毛利率的方式，祭出更多的诚意俘获人心。其三，身为掌舵者的马斯克，对于2023年全球车市的消费活力与真实需求，持有悲观态度，认为不排除发生一场大衰退的可能。也恰恰由于身处这样一个充满变数的大环境下，必须采用各种方式，让公司继续保持向上增长的势头，不然就会再次陷入泥潭。写到这里，更想说：“实际上，特斯拉率先挑起的，就是一场不留任何情面的价格战。”而今年1月，仅从乘联会发布的销量成绩单来看，这家美国车企在华还是取得了其想要的结果。尤其是考虑到新能源补贴退坡带来的冲击，以及疫情过后终端消费活力仍处在冗长恢复期，多种因素堆积催生出了愈发繁多“等等党”的存在，加之春节假期带来的车市短暂停滞，特斯拉仍展现出了很强的韧性。殊不知，刚刚过去的2月，率先挑起“价格战”的特斯拉，继续收获还算向好的成绩单。根据乘联会的预估，2月销量达到74,402辆，环比增长12.6%。与此同时，特斯拉位于全球第400万辆整车已于3月2日下线。更为值得分享的是，这家美国车企首次实现第100万辆下线花费了12年时间，而从第300万辆突破至第400万辆仅用时7个月。写到这里，不禁感叹，“站在正向且积极的角度，特斯拉目前身处全球新能源市场所起到的作用，或者说扮演的角色，就是当之无愧绝对的风向标，引领整个行业不断内卷、向前狂奔。”而在给予阶段性的褒奖之后，接下来的篇幅，更想站在相对客观的角度，聊聊最近一段时间，这家美国车企展现出的“乏力”，也可能是特斯拉必须面对的最大“痛点”。01200万辆基本没戏平心而论，文章开篇既然已经谈及在华销量，作为旁观者，对于特斯拉颇为关心的一点必然集中在：2023年其能够卖出多少新车？毕竟，2022年这家美国车企虽然位于全球交付了130万辆，但还是没能完成150万辆的既定目标。因此，究竟会不会再次“食言”，已然成为许多人热烈关切的话题。可在我看来，特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢与骨骼基本发育完毕，再想要快速地增长已经变得不再容易。就拿身处中国市场的处境举例，“价格战”看似打的轰轰烈烈，可仅就来自终端的种种反馈，潜在消费者们对于特斯拉并未展现出想象中那般“非买不可”的追捧。至于背后的原因，除了文章开篇提及的几点，一方面或是由于网络中有消息传来，为了愈发疯狂的冲量，这家美国车企在华接下来不排除会把Model 3降至19.99万元的可能性，明年则会推出15万元左右的廉价版车型，并且截至目前特斯拉仍未官方辟谣。另一方面，结合上月彭博社的报道，据匿名知情人士透露，特斯拉上海工厂将于2月19日停止Model 3的生产至2月底，以升级车辆生产线用以后续改款Model 3的引入。同时，他还声称，工厂生产线的升级，将在两个多月内分阶段进行。第一阶段改造即从2月19日开始，出于保密的考虑，部分工人已不被允许进入生产线。汇总下来，“老款可能降价，新款即将到来”已然成为大多人对于这家美国车企的最大期许，“等等就是赚到”的心态也井喷式的涌现出来。但恰恰因为上述“尴尬处境”的存在，就某种程度而言，对于想要疯狂冲量的特斯拉来说是极为不利的，加之中国市场诸多自主品牌的纷纷应战，腹背受敌之下只能令人感受到它的些许“乏力”。由此再次回到本段开篇的问题，按照马斯克之前许下50%年复合增长率计算，卖出200万辆新车将是特斯拉本来的目标。可碍于一些不可抗力，亦或是对未来的不确定性犹存，200万辆基本没戏。顺势这家美国车企已经将数字调整为180万辆，对应增长幅度下降至40%。而特斯拉正在经历的像极了一种“长大成人”后的烦恼：四肢基本发育完毕，想要爆炸性的增长变得不再容易。至于怎样打破需求端的“乏力”，是继续一味地大打特打“价格战”，还是等待革命性的新品到来，难题仍明晃晃的摆在这家美国车企面前。02一场缺乏新意的盛宴老实说，入行四年，亲眼见证了特斯拉大大小小的很多历史性节点。大多时刻，真的能够感受到这家美国车企所带来那种颠覆性的创造力，以及引领一个时代的魄力。可就在本月初，在全程收看了其最新一届的投资者日，倾听完所谓的“秘密宏图第三篇章”后，不知为何同样感觉到了它的“乏力”。即便一开始，马斯克直言将花10万亿美元改造地球，他表示对人类目前能源结构十分不满，超过80%都是化石能源，污染又浪费，同时展示了实现可持续经济所需的条件：储能240TWh，可再生电力30TW。即便马斯克承诺跳票许久的Cybertruck量产版本将在今年问世，以及未来所有汽车都将转向48伏电力系统。即便马斯克表示在制造端，可以让多个人（或机器人）同时参与生产，能让操作空间密度和空间利用效率提高，并且新生产方式可以让生产线占地面积和生产成本减少，这样就能实现工厂占地面积更小，同时保证容量和产能。即便马斯克表示特斯拉累计销量已经达到400万辆，最后的100万辆汽车是在不到7个月的时间里生产出来的，公司的目标是每45秒造一辆车。即便马斯克官宣全新超级工厂墨西哥蒙特利超级工厂即将诞生，继续为提升全球产能、达成2030年交付2000万辆电动车增长的目标而努力，新工厂将生产下一代平台车型，全球其他工厂也会随后跟进。可直到最后，也未能见证那款万众期待，号称“成本降低一半”的新车揭开神秘面纱。在PPT中，它依然被那块祖传“灰布”所笼罩。对此，彭博社直接不留情面的点评到：“一个奇怪的投资者日，没有新产品，也没有明确的下一阶段目标、数据。”的确，或许是我们太过习惯曾经总是带给人惊喜的特斯拉，总是对这家美国车企的一举一动抱有极大的希望，进而许多东西一旦不及预期，失望的情绪就会被无限放大。当然，望向更深处，无论承认与否，特斯拉“秘密宏图第三篇章”缺乏新意与诚意，就是没有太多争议的事实。作为最直接的论据，身处资本市场，对应的股价不升反降，同样可以证明金主们的态度。写到这里，文章渐渐临近尾声，仍然想要强调的是：“特斯拉虽然展现出了一丝乏力，但还不至于到泯然众人的地步。反之，这家美国车企的风向标效应，并没有太过削弱。”于情于理，还是相信2023年的它，在乱世中能够打破颓势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627385043,"gmtCreate":1678033246783,"gmtModify":1678033248387,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"这种报告一点意义都没有，公司发展方向不一样","listText":"这种报告一点意义都没有，公司发展方向不一样","text":"这种报告一点意义都没有，公司发展方向不一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627385043","repostId":"2317416673","repostType":2,"repost":{"id":"2317416673","kind":"news","pubTimestamp":1678026600,"share":"https://www.laohu8.com/m/news/2317416673?lang=&edition=full","pubTime":"2023-03-05 22:30","market":"sh","language":"zh","title":"报告称特斯拉在16家自动驾驶技术研发公司中排名靠后","url":"https://stock-news.laohu8.com/highlight/detail?id=2317416673","media":"环球市场播报","summary":"近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/106/w550h356/20230305/36e3-f91926eed6c21ee40b346ae259796be3.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　<strong>近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。</strong></p>\n<p cms-style=\"font-L\">　　<strong>在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。</strong></p>\n<p cms-style=\"font-L\">　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。</p>\n<p cms-style=\"font-L\">　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。</p>\n<p cms-style=\"font-L\">　　具体来看，领导者包括Mobileye、Waymo、<a href=\"https://laohu8.com/S/BIDU\">百度</a>和Cruise。大部分公司都集中在竞争者这一层级，其中包括Motional、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Aurora、文远知行、Zoox、Gatik、Nuro和安途。</p>\n<p cms-style=\"font-L\">　　第三层的挑战者包括三家公司，分别是 Autonomous A2Z、May Mobility和小马智行。</p>\n<p cms-style=\"font-L\">　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。在Guidehouse2020年和2021年的评比中，特斯拉也因类似的原因排名垫底。</p>\n<p cms-style=\"font-L\">　　<strong>在参与排名的多家企业中，Mobileye的表现最为出色，不管是策略性还是执行力，Guidehose都给出了极高的评价。Mobileye 此前就已经在基于视觉的ADAS市场中已经确立了领导地位。</strong></p>\n<p cms-style=\"font-L\">　　同样处于领导者层命的其他三家也有着较为出色的表现，不管是Waymo、Cruise还是百度旗下的自动驾驶业务，都已经开始了其商业化进程，在部分地区面向消费者提供无人驾驶出租车业务。</p>\n<p cms-style=\"font-L\">　　而其他的几家公司目前仍然处于测试阶段，不少厂商的车辆尚未实现自动驾驶出租车完全无人化，仍需在配备安全员的情况下才能上路。甚至一些自动驾驶公司目前只能够提供 L2级别的辅助驾驶服务。</p>\n<p cms-style=\"font-L\">　　<strong>这类公司就包括排名垫底的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。</strong></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：周唯 </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>报告称特斯拉在16家自动驾驶技术研发公司中排名靠后</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n报告称特斯拉在16家自动驾驶技术研发公司中排名靠后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 22:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。\n　　在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。\n　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。\n　　Guidehouse今年特别关注的是为轻型到中型车辆开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","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","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","TSLA":"特斯拉","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","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","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://finance.sina.com.cn/tob/2023-03-05/doc-imyivvur1161995.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2317416673","content_text":"近日，调研公司Guidehose Insights发布了一份报告，对16家从事自动驾驶技术研发的知名企业进行排名。\n　　在排名中，Guidehouse权衡了多种因素，对公司的前景、上市和生产战略、合作伙伴、技术、商业准备程度等不同标准进行分析。\n　　Guidehouse将这16家公司划分为四种类型，包括领导者、竞争者、挑战者和追随者。\n　　Guidehouse今年特别关注的是为轻型到中型车辆开发自动驾驶技术的公司的排名，而非最终可能在其汽车中部署自动驾驶技术的汽车制造商。\n　　具体来看，领导者包括Mobileye、Waymo、百度和Cruise。大部分公司都集中在竞争者这一层级，其中包括Motional、英伟达、Aurora、文远知行、Zoox、Gatik、Nuro和安途。\n　　第三层的挑战者包括三家公司，分别是 Autonomous A2Z、May Mobility和小马智行。\n　　追随者这一层级只有一家公司，就是长期因“全自动驾驶”和自动驾驶技术而遭到抨击的特斯拉。在Guidehouse2020年和2021年的评比中，特斯拉也因类似的原因排名垫底。\n　　在参与排名的多家企业中，Mobileye的表现最为出色，不管是策略性还是执行力，Guidehose都给出了极高的评价。Mobileye 此前就已经在基于视觉的ADAS市场中已经确立了领导地位。\n　　同样处于领导者层命的其他三家也有着较为出色的表现，不管是Waymo、Cruise还是百度旗下的自动驾驶业务，都已经开始了其商业化进程，在部分地区面向消费者提供无人驾驶出租车业务。\n　　而其他的几家公司目前仍然处于测试阶段，不少厂商的车辆尚未实现自动驾驶出租车完全无人化，仍需在配备安全员的情况下才能上路。甚至一些自动驾驶公司目前只能够提供 L2级别的辅助驾驶服务。\n　　这类公司就包括排名垫底的特斯拉。Guidehouse在报告中表示，特斯拉的“完全自动驾驶包”成本高达15000美元，但按照当下标准，特斯拉只能提供L2级别的自动驾驶服务。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：周唯","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668542647,"gmtCreate":1664982911389,"gmtModify":1665017904922,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"四百四十亿拿去做其他投资不止赚这些钱，小编文化偏低","listText":"四百四十亿拿去做其他投资不止赚这些钱，小编文化偏低","text":"四百四十亿拿去做其他投资不止赚这些钱，小编文化偏低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668542647","repostId":"1197886521","repostType":2,"repost":{"id":"1197886521","kind":"news","weMediaInfo":{"introduction":"老虎社区精选助您了解全球市场趋势，把握投资机会","home_visible":1,"media_name":"老虎锐评","id":"1044785273","head_image":"https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04"},"pubTimestamp":1664930750,"share":"https://www.laohu8.com/m/news/1197886521?lang=&edition=full","pubTime":"2022-10-05 08:45","market":"us","language":"zh","title":"老虎锐评：马斯克戏剧性反转，他到底要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1197886521","media":"老虎锐评","summary":"即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。","content":"<html><head></head><body><p>马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。</p><p>今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。</p><p><img src=\"https://static.tigerbbs.com/c74be9b9d4e66dc190eb9f9eae07561a\" tg-width=\"695\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。</p><p>假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。</p><p>每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。</p><p>说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。</p><p>On October 3, 2022, the Reporting Person’s advisors sent a letter to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (on the Reporting Person’s behalf) notifying <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.</p><p>比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。</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>老虎锐评：马斯克戏剧性反转，他到底要干什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎锐评：马斯克戏剧性反转，他到底要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044785273\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-10-05 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。</p><p>今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。</p><p><img src=\"https://static.tigerbbs.com/c74be9b9d4e66dc190eb9f9eae07561a\" tg-width=\"695\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。</p><p>假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。</p><p>每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。</p><p>说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。</p><p>On October 3, 2022, the Reporting Person’s advisors sent a letter to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (on the Reporting Person’s behalf) notifying <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.</p><p>比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197886521","content_text":"马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者特斯拉股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。On October 3, 2022, the Reporting Person’s advisors sent a letter to Twitter (on the Reporting Person’s behalf) notifying Twitter that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204597328339192,"gmtCreate":1690981856282,"gmtModify":1690981857602,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"也不是转向失灵，是助力问题","listText":"也不是转向失灵，是助力问题","text":"也不是转向失灵，是助力问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204597328339192","repostId":"2356977556","repostType":2,"repost":{"id":"2356977556","kind":"news","pubTimestamp":1690943799,"share":"https://www.laohu8.com/m/news/2356977556?lang=&edition=full","pubTime":"2023-08-02 10:36","market":"hk","language":"zh","title":"美交管局对28万辆Model 3/Y展开调查 车主：不是刹车 是转向失灵","url":"https://stock-news.laohu8.com/highlight/detail?id=2356977556","media":"快科技","summary":"快科技8月2日消息，美国国家公路交通安全管理局 日前表示，已对28万辆特斯拉Model 3/Y展开调查，原因是这些车被曝存在转向失灵情况。NHTSA称，在收到12位车主的投诉后，他们决定对这些车辆展开调查，这些车辆均为今年生产的Model 3/Y车型，总共有28万辆。NHTSA日前展开的调查，是其正式调查的第一步，以确定该问题是否构成不合理的安全风险。目前，特斯拉还未对此回应。","content":"<html><body><p>快科技8月2日消息，美国国家公路交通安全管理局（NHTSA）日前表示，已对28万辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3/Y展开调查，原因是这些车被曝存在转向失灵情况。</p><p>NHTSA称，在收到12位车主的投诉后，他们决定对这些车辆展开调查，<strong>这些车辆均为今年生产的Model 3/Y车型，总共有28万辆。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>据投诉车主介绍，他是在今年5月份购买的Model 3，行驶途中感觉方向盘卡住了，导致他无法及时转向，最终撞到了一棵树上。</p><p>另有一名车主称，他的Model Y只开了两周时间，一天他从购物中心出来后，方向盘突然没有转向，导致车辆冲向了对面的车流中；</p><p>还有车主投诉表示，今年4月份，他的Model Y刚买不到30天，<strong>启动后车轮猛烈向右冲，并发出砰的一声，随后车机屏幕弹出警告：“转向辅助失灵”，并显示一个错误代码。</strong></p><p>这位车主称，动力转向失灵，在转向时感觉特别不安全。特斯拉已经证实，这是最近发现的一个问题，可能需要彻底更换转向器。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>NHTSA日前展开的调查，是其正式调查的第一步，以确定该问题是否构成不合理的安全风险。至于将来是否召回，取决于NHTSA是否将此次调查升级为工程分析。</p><p>目前，特斯拉还未对此回应。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美交管局对28万辆Model 3/Y展开调查 车主：不是刹车 是转向失灵</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美交管局对28万辆Model 3/Y展开调查 车主：不是刹车 是转向失灵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 10:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8RuwFD0D7Uh><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月2日消息，美国国家公路交通安全管理局（NHTSA）日前表示，已对28万辆特斯拉Model 3/Y展开调查，原因是这些车被曝存在转向失灵情况。NHTSA称，在收到12位车主的投诉后，他们决定对这些车辆展开调查，这些车辆均为今年生产的Model 3/Y车型，总共有28万辆。据投诉车主介绍，他是在今年5月份购买的Model 3，行驶途中感觉方向盘卡住了，导致他无法及时转向，最终撞到了一棵树上。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8RuwFD0D7Uh\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","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","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://tech.ifeng.com/c/8RuwFD0D7Uh","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356977556","content_text":"快科技8月2日消息，美国国家公路交通安全管理局（NHTSA）日前表示，已对28万辆特斯拉Model 3/Y展开调查，原因是这些车被曝存在转向失灵情况。NHTSA称，在收到12位车主的投诉后，他们决定对这些车辆展开调查，这些车辆均为今年生产的Model 3/Y车型，总共有28万辆。据投诉车主介绍，他是在今年5月份购买的Model 3，行驶途中感觉方向盘卡住了，导致他无法及时转向，最终撞到了一棵树上。另有一名车主称，他的Model Y只开了两周时间，一天他从购物中心出来后，方向盘突然没有转向，导致车辆冲向了对面的车流中；还有车主投诉表示，今年4月份，他的Model Y刚买不到30天，启动后车轮猛烈向右冲，并发出砰的一声，随后车机屏幕弹出警告：“转向辅助失灵”，并显示一个错误代码。这位车主称，动力转向失灵，在转向时感觉特别不安全。特斯拉已经证实，这是最近发现的一个问题，可能需要彻底更换转向器。NHTSA日前展开的调查，是其正式调查的第一步，以确定该问题是否构成不合理的安全风险。至于将来是否召回，取决于NHTSA是否将此次调查升级为工程分析。目前，特斯拉还未对此回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659259808,"gmtCreate":1680090880904,"gmtModify":1680090882463,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"营销号","listText":"营销号","text":"营销号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659259808","repostId":"2323988223","repostType":2,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650475462,"gmtCreate":1679476549656,"gmtModify":1679476551358,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"特斯拉还会出很多车型","listText":"特斯拉还会出很多车型","text":"特斯拉还会出很多车型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650475462","repostId":"1121321826","repostType":2,"repost":{"id":"1121321826","kind":"news","pubTimestamp":1679396789,"share":"https://www.laohu8.com/m/news/1121321826?lang=&edition=full","pubTime":"2023-03-21 19:06","market":"us","language":"zh","title":"2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1121321826","media":"华尔街见闻","summary":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的1286","content":"<html><head></head><body><blockquote><b>增速超过欧盟市场上的所有车企。</b></blockquote><p>德系车称霸的欧洲，即将被特斯拉高速攻占？</p><p>当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，<b>特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，</b>环比增速为1.73%。</p><p><b>将近50%的增速超过了欧盟市场上的所有车企</b>，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。</p><p>数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，<b>但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。</b></p><p>特斯拉销量的快速增长主要得益于Model Y。</p><p>从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。</p><p>汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，<b>比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。</b></p><p><img src=\"https://static.tigerbbs.com/ff41ed5522859b62f0416abe13a779d2\" tg-width=\"640\" tg-height=\"243\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。</p><p>在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。</p><p>另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！</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\">\n2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684544><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684544\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3684544","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121321826","content_text":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。特斯拉销量的快速增长主要得益于Model Y。从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650213805,"gmtCreate":1679295869708,"gmtModify":1679295869708,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"品玩必输","listText":"品玩必输","text":"品玩必输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650213805","repostId":"2320574256","repostType":2,"repost":{"id":"2320574256","kind":"news","pubTimestamp":1679282120,"share":"https://www.laohu8.com/m/news/2320574256?lang=&edition=full","pubTime":"2023-03-20 11:15","market":"us","language":"zh","title":"品玩就侵权纠纷上诉特斯拉 案件将二审","url":"https://stock-news.laohu8.com/highlight/detail?id=2320574256","media":"凤凰网科技","summary":"凤凰网科技讯 3月20日消息，据天眼查App显示，近日，品玩关联公司北京品西互动科技有限公司与特斯拉（上海）有限公司相关网络侵权责任纠纷新增开庭公告，上诉人为北京品西互动科技有限公司，被上诉人为特斯拉（上海）有限公司，案件将于4月18日在上海市第一中级人民法院开庭。图注 天眼查据媒体报道，此前，品玩曾发布多篇关于特斯拉的文章，被特斯拉起诉，法院一审判定特斯拉胜诉，品玩需删除其在8个社交平台上发布的侵权文章，在各平台首页发表书面道歉，并赔偿特斯拉经济损失10万元。","content":"<html><body><p>凤凰网科技讯 3月20日消息，据天眼查App显示，近日，品玩关联公司北京品西互动科技有限公司与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（上海）有限公司相关网络侵权责任纠纷新增开庭公告，上诉人为北京品西互动科技有限公司，被上诉人为特斯拉（上海）有限公司，案件将于4月18日在上海市第一中级人民法院开庭。</p><p><img src=\"https://x0.ifengimg.com/ucms/2023_12/4D68D201BFC6208614219376A823F703E0D23F33_size43_w930_h569.png\"/></p><p>图注 天眼查</p><p>据媒体报道，此前，品玩曾发布多篇关于特斯拉的文章，被特斯拉起诉，法院一审判定特斯拉胜诉，品玩需删除其在8个社交平台上发布的侵权文章，在各平台首页发表书面道歉，并赔偿特斯拉经济损失10万元。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>品玩就侵权纠纷上诉特斯拉 案件将二审</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{ 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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品玩就侵权纠纷上诉特斯拉 案件将二审\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8OIuMkcQVKm><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 3月20日消息，据天眼查App显示，近日，品玩关联公司北京品西互动科技有限公司与特斯拉（上海）有限公司相关网络侵权责任纠纷新增开庭公告，上诉人为北京品西互动科技有限公司，被上诉人为特斯拉（上海）有限公司，案件将于4月18日在上海市第一中级人民法院开庭。图注 天眼查据媒体报道，此前，品玩曾发布多篇关于特斯拉的文章，被特斯拉起诉，法院一审判定特斯拉胜诉，品玩需删除其在8个社交平台上发布的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8OIuMkcQVKm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","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 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM 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","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://tech.ifeng.com/c/8OIuMkcQVKm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320574256","content_text":"凤凰网科技讯 3月20日消息，据天眼查App显示，近日，品玩关联公司北京品西互动科技有限公司与特斯拉（上海）有限公司相关网络侵权责任纠纷新增开庭公告，上诉人为北京品西互动科技有限公司，被上诉人为特斯拉（上海）有限公司，案件将于4月18日在上海市第一中级人民法院开庭。图注 天眼查据媒体报道，此前，品玩曾发布多篇关于特斯拉的文章，被特斯拉起诉，法院一审判定特斯拉胜诉，品玩需删除其在8个社交平台上发布的侵权文章，在各平台首页发表书面道歉，并赔偿特斯拉经济损失10万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650213395,"gmtCreate":1679295798019,"gmtModify":1679295798019,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"传感器器故障确实很难避免","listText":"传感器器故障确实很难避免","text":"传感器器故障确实很难避免","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650213395","repostId":"2320550344","repostType":2,"repost":{"id":"2320550344","kind":"news","pubTimestamp":1679289156,"share":"https://www.laohu8.com/m/news/2320550344?lang=&edition=full","pubTime":"2023-03-20 13:12","market":"hk","language":"zh","title":"特斯拉高速行驶中AP突然关闭 方向盘助力诡异消失","url":"https://stock-news.laohu8.com/highlight/detail?id=2320550344","media":"快科技","summary":"日前，一位在美国洛杉矶的国人朋友，分享了他驾特斯拉在高速上遭遇的“惊魂一刻”。在对车辆进行了两次重启之后，车辆还没有恢复正常，于是就呼叫了特斯拉道路救援，45分钟后，救援人员赶到，把车辆送到了当地的售后服务中心。在返回家后，车主分析特斯拉车辆的机械没什么问题，但可能是车上的某个传感器故障，系统主动关闭了方向盘助力。他个人觉得，特斯拉或许是底层逻辑优先级有问题。","content":"<html><body><p>日前，一位在美国洛杉矶的国人朋友，分享了他驾<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在高速上遭遇的“惊魂一刻”。</p><p>据其介绍，当时他的特斯拉开启了AP（续航辅助驾驶）功能，以128km/h左右的速度在高速上行驶。</p><p>突然车辆的AP功能自动关闭，<strong>同时车辆的方向盘变的特别沉，车辆也开始向侧面靠近，还好他的手没有离开方向盘，很快就把车辆方向修正。</strong></p><p>车主感觉车辆的方向盘电动助力消失，随即缓慢变道，驶下了高速，并在安全路段停车。期间，因为没有方向盘助力，他觉得无法拐很急的弯。</p><p>在对车辆进行了两次重启之后，车辆还没有恢复正常，于是就呼叫了特斯拉道路救援，45分钟后，救援人员赶到，把车辆送到了当地的售后服务中心。</p><p>结果意想不到的是，他的方向盘又神奇的好了。</p><p>在返回家后，车主分析特斯拉车辆的机械没什么问题，但可能是车上的某个传感器故障，系统主动关闭了方向盘助力。<strong>他个人觉得，特斯拉或许是底层逻辑优先级有问题。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2023_12/A8E8B0899AF5F90D8EA21498BBDEBFF1B4F3BD95_size992_w600_h3235.jpg\"/></p><p>目前，车主还不知晓故障的真正原因。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉高速行驶中AP突然关闭 方向盘助力诡异消失</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉高速行驶中AP突然关闭 方向盘助力诡异消失\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8OJ1lckz0Xr><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，一位在美国洛杉矶的国人朋友，分享了他驾特斯拉在高速上遭遇的“惊魂一刻”。据其介绍，当时他的特斯拉开启了AP（续航辅助驾驶）功能，以128km/h左右的速度在高速上行驶。突然车辆的AP功能自动关闭，同时车辆的方向盘变的特别沉，车辆也开始向侧面靠近，还好他的手没有离开方向盘，很快就把车辆方向修正。车主感觉车辆的方向盘电动助力消失，随即缓慢变道，驶下了高速，并在安全路段停车。期间，因为没有方向盘...</p>\n\n<a href=\"https://tech.ifeng.com/c/8OJ1lckz0Xr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","AP":"安博科-匹兹堡","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4006":"钢铁","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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SGD-H"},"source_url":"https://tech.ifeng.com/c/8OJ1lckz0Xr","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320550344","content_text":"日前，一位在美国洛杉矶的国人朋友，分享了他驾特斯拉在高速上遭遇的“惊魂一刻”。据其介绍，当时他的特斯拉开启了AP（续航辅助驾驶）功能，以128km/h左右的速度在高速上行驶。突然车辆的AP功能自动关闭，同时车辆的方向盘变的特别沉，车辆也开始向侧面靠近，还好他的手没有离开方向盘，很快就把车辆方向修正。车主感觉车辆的方向盘电动助力消失，随即缓慢变道，驶下了高速，并在安全路段停车。期间，因为没有方向盘助力，他觉得无法拐很急的弯。在对车辆进行了两次重启之后，车辆还没有恢复正常，于是就呼叫了特斯拉道路救援，45分钟后，救援人员赶到，把车辆送到了当地的售后服务中心。结果意想不到的是，他的方向盘又神奇的好了。在返回家后，车主分析特斯拉车辆的机械没什么问题，但可能是车上的某个传感器故障，系统主动关闭了方向盘助力。他个人觉得，特斯拉或许是底层逻辑优先级有问题。目前，车主还不知晓故障的真正原因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650187663,"gmtCreate":1678970364053,"gmtModify":1678970365643,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"大哥，生产汽车只有四家","listText":"大哥，生产汽车只有四家","text":"大哥，生产汽车只有四家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650187663","repostId":"2319330337","repostType":2,"repost":{"id":"2319330337","kind":"news","pubTimestamp":1678962831,"share":"https://www.laohu8.com/m/news/2319330337?lang=&edition=full","pubTime":"2023-03-16 18:33","market":"us","language":"zh","title":"数据 | 一图看懂特斯拉超级工厂产能分布：上海工厂全球最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2319330337","media":"界面新闻","summary":"特斯拉在全球有7个主要工厂，包括5家超级工厂、加州弗里蒙特工厂和Megafactory电池工厂。其中，生产汽车的有5家，合计年产能超190万辆。","content":"<div>\n<p>特斯拉在全球有7个主要工厂，包括5家超级工厂、加州弗里蒙特工厂和Megafactory电池工厂。其中，生产汽车的有5家，合计年产能超190万辆。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316183351835443b3&s=b\">Web Link</a>\n\n</div>\n","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>数据 | 一图看懂特斯拉超级工厂产能分布：上海工厂全球最高</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","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","BK4555":"新能源车","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLA":"特斯拉","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","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","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316183351835443b3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319330337","content_text":"特斯拉在全球有7个主要工厂，包括5家超级工厂、加州弗里蒙特工厂和Megafactory电池工厂。其中，生产汽车的有5家，合计年产能超190万辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650180891,"gmtCreate":1678963897613,"gmtModify":1678963899838,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"38号好像是营销号","listText":"38号好像是营销号","text":"38号好像是营销号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650180891","repostId":"2319301337","repostType":2,"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650306559,"gmtCreate":1678873841479,"gmtModify":1678873843080,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"蹭热度文章，有保险价格多少和你半毛钱关系","listText":"蹭热度文章，有保险价格多少和你半毛钱关系","text":"蹭热度文章，有保险价格多少和你半毛钱关系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650306559","repostId":"2319890853","repostType":2,"repost":{"id":"2319890853","kind":"news","pubTimestamp":1678870134,"share":"https://www.laohu8.com/m/news/2319890853?lang=&edition=full","pubTime":"2023-03-15 16:48","market":"us","language":"zh","title":"被吐槽单踏板、刹车等问题后！消费者起诉特斯拉：维修太贵、零部件垄断","url":"https://stock-news.laohu8.com/highlight/detail?id=2319890853","media":"快科技","summary":"一直以来，有关特斯拉的争议不断，单踏板、刹车这些都是老生常谈的了，其实维修贵也一直是槽点。日前，特斯拉在美国遭到消费者起诉。发起诉讼的消费者称，由于特斯拉在更换零件和维护维修服务方面的垄断，他们在维修车辆时不得不支付过高的价格，并且需要忍受较长时间的等待。此次反垄断集体诉讼是3月14日在美国旧金山联邦法院提起，代表的是Virginia M． Lambrix女士。董女士将其送往维修中心。","content":"<html><body><article><p>一直以来，有关<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的争议不断，单踏板、刹车这些都是老生常谈的了，其实维修贵也一直是槽点。</p><p>日前，特斯拉在美国遭到消费者起诉。发起诉讼的消费者称，由于特斯拉在更换零件和维护维修服务方面的垄断，他们在维修车辆时不得不支付过高的价格，并且需要忍受较长时间的等待。</p><p>此次反垄断集体诉讼是3月14日在美国旧金山联邦法院提起，代表的是Virginia M． Lambrix女士。Lambrix住在索诺玛县（Sonoma County），拥有一辆特斯拉Model S。</p><p>根据起诉书内容，Lambrix称，传统内燃机汽车的车主有多种维护和维修的选择，也可以自己动手，可以使用来自原始制造商的零部件，也可以使用其它公司生产的零部件。</p><p>与传统汽车制造商不同，特斯拉采取的是直营模式，即产品不经过中间销售商直接进入终端市场进行销售的方式。特斯拉工作人员曾透露，直营模式使得车辆价格更加透明，可以降低车主的购车成本、使用成本和时间成本。</p><p>类似的情况，之前国内也发生过，江西<a href=\"https://laohu8.com/S/N4E.SI\">南昌</a>董女士反映自己开特斯拉出门因碾压到路上小石子，石子弹射到车辆空气管致故障。</p><p>行驶中发现行驶灯故障并出现无法加速情况。董女士将其送往维修中心。经过检测鉴定为电池故障需更换电池，费用大约需要14万元。</p><p>高额的维修更换费用让董女士难以接受，目前该车辆正在走流程当中。据特斯拉官方回应称：电池价格占到车辆总价的一半，因为电池相对很重要，它的价格都是官方明码标价。</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>被吐槽单踏板、刹车等问题后！消费者起诉特斯拉：维修太贵、零部件垄断</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被吐槽单踏板、刹车等问题后！消费者起诉特斯拉：维修太贵、零部件垄断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303151655598419d3fa&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，有关特斯拉的争议不断，单踏板、刹车这些都是老生常谈的了，其实维修贵也一直是槽点。日前，特斯拉在美国遭到消费者起诉。发起诉讼的消费者称，由于特斯拉在更换零件和维护维修服务方面的垄断，他们在维修车辆时不得不支付过高的价格，并且需要忍受较长时间的等待。此次反垄断集体诉讼是3月14日在美国旧金山联邦法院提起，代表的是Virginia M． Lambrix女士。Lambrix住在索诺玛县（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303151655598419d3fa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 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County），拥有一辆特斯拉Model S。根据起诉书内容，Lambrix称，传统内燃机汽车的车主有多种维护和维修的选择，也可以自己动手，可以使用来自原始制造商的零部件，也可以使用其它公司生产的零部件。与传统汽车制造商不同，特斯拉采取的是直营模式，即产品不经过中间销售商直接进入终端市场进行销售的方式。特斯拉工作人员曾透露，直营模式使得车辆价格更加透明，可以降低车主的购车成本、使用成本和时间成本。类似的情况，之前国内也发生过，江西南昌董女士反映自己开特斯拉出门因碾压到路上小石子，石子弹射到车辆空气管致故障。行驶中发现行驶灯故障并出现无法加速情况。董女士将其送往维修中心。经过检测鉴定为电池故障需更换电池，费用大约需要14万元。高额的维修更换费用让董女士难以接受，目前该车辆正在走流程当中。据特斯拉官方回应称：电池价格占到车辆总价的一半，因为电池相对很重要，它的价格都是官方明码标价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650911100,"gmtCreate":1678816164600,"gmtModify":1678816166333,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"和单踏板半毛钱关系没有","listText":"和单踏板半毛钱关系没有","text":"和单踏板半毛钱关系没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650911100","repostId":"2319376882","repostType":2,"repost":{"id":"2319376882","kind":"news","pubTimestamp":1678809600,"share":"https://www.laohu8.com/m/news/2319376882?lang=&edition=full","pubTime":"2023-03-15 00:00","market":"us","language":"zh","title":"电车厂商们，能不能把单踏板模式删了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2319376882","media":"差评","summary":"依我看，罪魁祸首，大概率就是特斯拉对单踏板模式自以为是的执著。目前主要有两个技术路线，一是混合制动，二就是单踏板模式。就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。相比之下，单踏板模式却并没有将驾驶引向更便捷的方向。","content":"<html><body><p>大家有没有发现，最近<strong>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有关的事故又多起来了。</strong></p><p>潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。</p><p><img src=\"https://x0.ifengimg.com/res/2023/9FC253E4A0B1E02BA4CCD138FFBAE8DE5381217C_size379_w768_h480.gif\"/></p><p>东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫<strong>一锅端</strong>的拌饭火了一把。</p><p><img src=\"https://x0.ifengimg.com/res/2023/FAB04812D4585BE36F2C21623F3E351CB2CA8A4E_size568_w899_h442.png\"/></p><p><strong>而且，还不只是国内有。</strong></p><p>2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里 2 人身亡。。</p><p><img src=\"https://x0.ifengimg.com/res/2023/8E29BA98ABCDB875168B3FBBBDCA60E6DD4EE6AB_size312_w630_h354.png\"/></p><p>但说实话，我其实<strong>并不想深究特斯拉到底刹不刹得住。</strong></p><p>毕竟，特斯拉现在用的<strong>博世 iBooster 电控刹车助力和电涡流非接触式油门传感器</strong>，有<strong>很多厂家都在用，而且也确实不容易坏。</strong>但电控这玩意，谁也没法保证 100% 稳定。</p><p><strong>失不失灵，啥时候失灵，说到底也就是几率大小的问题。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/1A3A8C5E5AE8071CD5A1BAE1E96CFF2AAC84DD3C_size22_w1080_h489.jpg\"/></p><p>如果硬要问我特斯拉有没有可能刹不住，我还真不好说。</p><p><strong>我</strong><strong>今天</strong><strong>想和大家</strong><strong>聊</strong><strong>的，是单踏板这个反人类的玩意。</strong></p><p>为啥呢，因为就在前段时间，潮州事故的司法鉴定结果出来了， EDR 也就是事件数据记录系统（ Event data recorder ）显示，车辆的油门踏板有很长时间，都处在 100% 的开度下，也就是我们常说的<strong>地板油。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/766D35C17E2CB8EC58940DD4ABA3E91FDD33A929_size517_w1080_h450.png\"/></p><p>如果这个数据是没问题的，那么<strong>有很大可能，是车主把油门当刹车踩了。</strong>而前面美国那起追尾半挂的事故，警方最后的调查结果，也是因为车主踩错了油门。</p><p>咱就是说，踩错踏板这种事情就算是考科目二的时候也没见着几次，咋老能发生在特斯拉车主身上呢？</p><p>依我看，罪魁祸首，大概率就是特斯拉对单踏板模式<strong>自以为是的执著。</strong></p><p>先别着急喷我，<strong>我们先来看看单踏板模式究竟是个啥。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/2DF782226954EED2FF605969D00714C086BD2821_size293_w824_h457.png\"/></p><p>单踏板模式顾名思义，<strong>用一个踏板控制车辆的加减速，</strong>刹车和离合理论上完全可以被去掉。</p><p>想要达到这样的效果，就需要用上我们常说的<strong>动能回收系统。</strong></p><p>众所周知，电动车之所以能跑，靠的是<strong>给电机通电，</strong>然后带动车轮旋转。本质上就是<strong>把电能转化为动能</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2023/0BAE0098CF9DDE28D0CB3D6C2C97D16394F93C9B_size199_w600_h600.gif\"/></p><p>动能回收其实就是<strong>反过来，把动能转化回电能。</strong></p><p>大伙还记得当年学过的<strong> “ 切割磁感线 ” </strong><strong>吗？</strong>说的是，闭合电路在磁场里做切割磁感线时，能产生电流<strong>。</strong></p><p>就像这样▼</p><p><img src=\"https://x0.ifengimg.com/res/2023/41FEBE75C7661598D3E0D1A0264B136A2786864E_size1945_w600_h338.gif\"/></p><p>沉睡的记忆突然袭击了属于是。。</p><p>而电动车在松开油门滑行的时候，<strong>转子其实就是处在不断切割磁感线的状态里，也就会有电流产生。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/BA909EDBFE56C95162208D7491D187D2CBC0D4D3_size1072_w435_h250.gif\"/></p><p>这样车子的动能被转化成了电能，<strong>车速也会越来越慢</strong>，有点像<strong>踩刹车</strong>的效果。</p><p>不过，动能回收最早其实并没有被当成刹车使，因为它最牛的地方是<strong>能提供相当多的续航里程。</strong></p><p>保时捷 Taycan 都知道吧，它的动能回收就能提升 30% 的续航。更离谱的是，它回收充电的功率高达 290kW...特斯拉的 V3 超充桩也只有 250kW 的充电功率，<strong>妥妥的随车超充。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/7233FFEC2AFD39490130AF7BF013624266F01A1C_size235_w1080_h608.png\"/></p><p>我们都知道电动车最大的短板就是续航，所以几乎所有纯电车都会用上动能回收，<strong>能多跑一点是一点。</strong></p><p>有优点，肯定就有缺点。动能回收最大的问题，<strong>就是开着不舒服。</strong></p><p>根据下面这个肥肠抽象的公式，理论上看，只要<strong>电路切割磁感线的速度越快，产生的电势也就越大。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/C5AEFB5A1E85EE8895BC4381BE90F43175C9432D_size3_w491_h85.png\"/></p><p>里面的 V 就是导体的运动速度。</p><p>用人话说，就是<strong>车子的速度越快，动能回收的电量就越多，带来的减速感也会更明显</strong>。</p><p>比如奥迪的 e-tron ，在 100km/h 的速度下，只靠动能回收就能产生<strong>0.8g （约 7.8m/s ² ）</strong>的减速度。要知道，一般紧急刹车的减速度也只有<strong>7.5-8m/s ²</strong>，几乎<strong>相当于一脚重刹。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/E9D52A8371799567096AD473955F903F20B7D425_size625_w1080_h608.png\"/></p><p>试想一下，<strong>只要一松油门车子就给你来一脚刹车</strong>，这不仅开的人难受，坐的人也容易晕车。</p><p>所以只要一说动能回收，大部分车友都是这个画风的：</p><p><img src=\"https://x0.ifengimg.com/res/2023/69E5BDA97C7D8F39BE197C43B5C7B1F1013B8DC4_size94_w1080_h295.png\"/></p><p>自动启停表示，这个剧情我熟啊。。。</p><p>虽然体验不好，但动能回收又不能不用。那就想着怎么 “ 中和 ” 一下子呗。目前主要有两个技术路线，<strong>一是混合制动，二就是单踏板模式。</strong></p><p>混合制动，其实就是用动能回收和传统机械制动一起刹车。在你<strong>刚踩刹车的时候，车子会用动能回收来减速</strong>。等到速度慢下来，<strong>动能回收没啥力气了以后，再用卡钳、刹车盘这些机械刹车。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/85D3FCD1C8603169C3ACA5C42809024490CB0DA5_size8_w318_h158.png\"/></p><p>所以混合制动一脚下去会有明显两段<strong>的感受，</strong>先是不太跟脚，然后才是随踩随有。</p><p>虽然体验有些抽象，但因为把动能回收的减速和刹车动作绑定在了一起，<strong>对驾驶习惯没有太大的影响</strong>，所以大家也还比较接受。</p><p><strong>反观单踏板模式，争议就非常大了。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/5CE7CD5E6648FF772E1B653A86C5AD340EE2BAA2_size613_w1080_h540.png\"/></p><p>我们之前说过，单踏板模式就是只用一个踏板就能控制车辆的加减速。它的逻辑，其实就是<strong>踩下踏板加速，抬起踏板用动能回收减速</strong>，踏板抬得越高，减速力道越狠。</p><p>简单来说就是，<strong>踩得深就跑得快，踩得浅就跑得慢，不踩就停下。</strong>所以在单踏板模式下，只要我们控制好右脚踩下的幅度、留好制动的余量，按理说也确实用也用不上别的踏板。</p><p><img src=\"https://x0.ifengimg.com/res/2023/F253D1BFA48A643B4DFAEFB998F5A43D0C4E5DC8_size405_w832_h468.png\"/></p><p>可惜，事情远没这么简单。</p><p>单踏板模式最大的问题，就是它<strong>直接影响到了人们底层的驾驶习惯。</strong>往常我们开车，<strong>加速就踩油门踏板，减速就踩刹车踏，只用考虑踩哪个，逻辑十分清晰。</strong></p><p>但在单踏板驾驶中，<strong>不仅踩会加速，抬还会减速，</strong>这就会和我们的驾驶习惯产生冲突。</p><p><img src=\"https://x0.ifengimg.com/res/2023/7EE2843AC3E2FADD67843E4DEB934CC613C4418E_size106_w425_h436.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2023/77C38A7831AC0E8B168C5FB5F5FAE8338C84F992_size167_w425_h458.png\"/></p><p>就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。但这个时候，我们的脚依旧是在向下用力的，和往常<strong>踩刹车踏板减速的状态完全一样</strong>。</p><p>在一些情况下，<strong>就很容易会让人产生 “ 我在踩刹车 ” 的错觉。</strong></p><p>就比如这位极星 2 车主，就在倒车的时候以为自己踩的是刹车踏板，然后一脚油门创上了路边停着的车。</p><p><img src=\"https://x0.ifengimg.com/res/2023/1AFA32865435FCBC39AE48978EFED288B12633CA_size257_w1080_h464.png\"/></p><p>还有这个开电动 F150 的老哥，停车的时候以为自己的脚是放在刹车踏板上的，脚一滑，出去了。</p><p><img src=\"https://x0.ifengimg.com/res/2023/6EE994A68A898758EA2023BD38AD7242C67E09CD_size206_w1080_h567.png\"/></p><p>这还是在<strong>几乎静止的情况</strong>下发生的事故，要真的是在紧急情况下，反应时间短，会发生什么可就真不好说了。</p><p>也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。<strong>唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/053E9D95B6CFD87335CA1F36FEA0703819C86AAD_size389_w1080_h498.png\"/></p><p>而且，马斯克对此还贼骄傲。。</p><p><img src=\"https://x0.ifengimg.com/res/2023/EE9ACE16AC8B8195906224DEC451B1B54EECD3A4_size244_w640_h501.png\"/></p><p>说单踏板模式 “ 旦用难回 ” ，颇有乔布斯当年说出 “ 用户们不知道自己需要什么 ” 的风范。</p><p>但我觉得，<strong>这样的做法是极不负责任的。</strong></p><p>乔布斯还在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的时候，是移动电子设备充满无限可能的日子。触屏的逻辑虽然改变了许多按键机使用习惯，但总的来说还是让手机变得更<strong>好用、更便捷</strong>了。</p><p><img src=\"https://x0.ifengimg.com/res/2023/445D8AF279C381583B5175CD2CFDB1DFBDF63123_size634_w1000_h563.png\"/></p><p>说乔布斯是个变革者，倒不如说他是个<strong>改良者</strong>。</p><p>相比之下，<strong>单踏板模式却并没有将驾驶引向更便捷的方向。</strong>它改变了数十年以来最基本的驾驶习惯，让原本简洁的动作复杂化。不仅<strong>增加了人们适应上手的门槛，也大大增加了潜在的误操作风险</strong>。</p><p>而在<strong>涉及到生命安全的领域，操作永远是越简单越好。</strong></p><p>举个例子，在建筑工地上，有一个设备是被严厉禁止的。就是这个玩意，叫做<strong>旋转开关。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/DEA72CD52602036FFA1FFB5E1EBE026E88CECFB7_size31_w800_h632.jpg\"/></p><p>它<strong>操作简单，</strong>能控制电机的正转、反转和停转，<strong>所以非常容易出现误操作。</strong>而它控制的都是电锯、起重机这些中小型设备，只要误操作，断手断脚都是小事。。</p><p>所以，现在工地上的开关，都被换成了这样的<strong>按钮开关：</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/241125A4AADCC0D4D38F41F7701E4E564C94E5DC_size60_w500_h280.png\"/></p><p>一个功能一个按键，<strong>清清楚楚，需要啥就按啥，</strong>小朋友都能学会。</p><p>这才安全应该有的设计思路。</p><p>对于车企，我们理解车企为了降本增效需要从很多途径抠成本、抠性能，但<strong>通过 “ 让用户去习惯 ” 的方式来弥补自己产品的短板，本质上就是一种极不负责的逃避和甩锅。</strong></p><p><strong>与其在改变驾驶习惯上花心思，倒不如研究研究怎么提升电池能量密度，怎么提升充电补能的效率，怎么提升单次补能的利用效率。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/A27AE5AC3BBC42E15B430FA7F33535A10AC48F02_size528_w1080_h529.png\"/></p><p>关于单踏板模式，我给差友们的建议是：<strong>能关则关</strong>，完全没有必要为了提升续航而增加安全风险。况且，<strong>目前大多数电车也都使用了混合制动，</strong>即使关闭单踏板模式也能享受到动能回收的好处。</p><p>不过换个角度想，等哪天动能回收不再是电车的标配，或许就能说明纯电时代正式到来了吧。</p><p><strong>撰文：</strong>致命空枪<strong> 编辑：</strong>脖子右拧 <strong>封面：</strong>焕妍</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电车厂商们，能不能把单踏板模式删了？</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; 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class=\"title\">\n电车厂商们，能不能把单踏板模式删了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8O9rl9mECC5><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家有没有发现，最近和特斯拉有关的事故又多起来了。潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫一锅端的拌饭火了一把。而且，还不只是国内有。2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里...</p>\n\n<a href=\"https://tech.ifeng.com/c/8O9rl9mECC5\">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","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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ACC","BK4588":"碎股"},"source_url":"https://tech.ifeng.com/c/8O9rl9mECC5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319376882","content_text":"大家有没有发现，最近和特斯拉有关的事故又多起来了。潮州，一台 Model Y 全速狂奔 2 公里没停，最后造成 2 死 3 伤。东莞，一台 Model S 撞了好几台车以后飞进了路边的店里，顺道让那家名叫一锅端的拌饭火了一把。而且，还不只是国内有。2 月底，米国加州的一台 Model S 开着开着就撞到了正在救火的消防车；去年 7 月，佛州的一台 Model S 也是失控了以后追尾了一台半挂，车里 2 人身亡。。但说实话，我其实并不想深究特斯拉到底刹不刹得住。毕竟，特斯拉现在用的博世 iBooster 电控刹车助力和电涡流非接触式油门传感器，有很多厂家都在用，而且也确实不容易坏。但电控这玩意，谁也没法保证 100% 稳定。失不失灵，啥时候失灵，说到底也就是几率大小的问题。如果硬要问我特斯拉有没有可能刹不住，我还真不好说。我今天想和大家聊的，是单踏板这个反人类的玩意。为啥呢，因为就在前段时间，潮州事故的司法鉴定结果出来了， EDR 也就是事件数据记录系统（ Event data recorder ）显示，车辆的油门踏板有很长时间，都处在 100% 的开度下，也就是我们常说的地板油。如果这个数据是没问题的，那么有很大可能，是车主把油门当刹车踩了。而前面美国那起追尾半挂的事故，警方最后的调查结果，也是因为车主踩错了油门。咱就是说，踩错踏板这种事情就算是考科目二的时候也没见着几次，咋老能发生在特斯拉车主身上呢？依我看，罪魁祸首，大概率就是特斯拉对单踏板模式自以为是的执著。先别着急喷我，我们先来看看单踏板模式究竟是个啥。单踏板模式顾名思义，用一个踏板控制车辆的加减速，刹车和离合理论上完全可以被去掉。想要达到这样的效果，就需要用上我们常说的动能回收系统。众所周知，电动车之所以能跑，靠的是给电机通电，然后带动车轮旋转。本质上就是把电能转化为动能。动能回收其实就是反过来，把动能转化回电能。大伙还记得当年学过的 “ 切割磁感线 ” 吗？说的是，闭合电路在磁场里做切割磁感线时，能产生电流。就像这样▼沉睡的记忆突然袭击了属于是。。而电动车在松开油门滑行的时候，转子其实就是处在不断切割磁感线的状态里，也就会有电流产生。这样车子的动能被转化成了电能，车速也会越来越慢，有点像踩刹车的效果。不过，动能回收最早其实并没有被当成刹车使，因为它最牛的地方是能提供相当多的续航里程。保时捷 Taycan 都知道吧，它的动能回收就能提升 30% 的续航。更离谱的是，它回收充电的功率高达 290kW...特斯拉的 V3 超充桩也只有 250kW 的充电功率，妥妥的随车超充。我们都知道电动车最大的短板就是续航，所以几乎所有纯电车都会用上动能回收，能多跑一点是一点。有优点，肯定就有缺点。动能回收最大的问题，就是开着不舒服。根据下面这个肥肠抽象的公式，理论上看，只要电路切割磁感线的速度越快，产生的电势也就越大。里面的 V 就是导体的运动速度。用人话说，就是车子的速度越快，动能回收的电量就越多，带来的减速感也会更明显。比如奥迪的 e-tron ，在 100km/h 的速度下，只靠动能回收就能产生0.8g （约 7.8m/s ² ）的减速度。要知道，一般紧急刹车的减速度也只有7.5-8m/s ²，几乎相当于一脚重刹。试想一下，只要一松油门车子就给你来一脚刹车，这不仅开的人难受，坐的人也容易晕车。所以只要一说动能回收，大部分车友都是这个画风的：自动启停表示，这个剧情我熟啊。。。虽然体验不好，但动能回收又不能不用。那就想着怎么 “ 中和 ” 一下子呗。目前主要有两个技术路线，一是混合制动，二就是单踏板模式。混合制动，其实就是用动能回收和传统机械制动一起刹车。在你刚踩刹车的时候，车子会用动能回收来减速。等到速度慢下来，动能回收没啥力气了以后，再用卡钳、刹车盘这些机械刹车。所以混合制动一脚下去会有明显两段的感受，先是不太跟脚，然后才是随踩随有。虽然体验有些抽象，但因为把动能回收的减速和刹车动作绑定在了一起，对驾驶习惯没有太大的影响，所以大家也还比较接受。反观单踏板模式，争议就非常大了。我们之前说过，单踏板模式就是只用一个踏板就能控制车辆的加减速。它的逻辑，其实就是踩下踏板加速，抬起踏板用动能回收减速，踏板抬得越高，减速力道越狠。简单来说就是，踩得深就跑得快，踩得浅就跑得慢，不踩就停下。所以在单踏板模式下，只要我们控制好右脚踩下的幅度、留好制动的余量，按理说也确实用也用不上别的踏板。可惜，事情远没这么简单。单踏板模式最大的问题，就是它直接影响到了人们底层的驾驶习惯。往常我们开车，加速就踩油门踏板，减速就踩刹车踏，只用考虑踩哪个，逻辑十分清晰。但在单踏板驾驶中，不仅踩会加速，抬还会减速，这就会和我们的驾驶习惯产生冲突。就比如，车速过快时，单踏板模式需要抬起踏板利用动能回收减速。但这个时候，我们的脚依旧是在向下用力的，和往常踩刹车踏板减速的状态完全一样。在一些情况下，就很容易会让人产生 “ 我在踩刹车 ” 的错觉。就比如这位极星 2 车主，就在倒车的时候以为自己踩的是刹车踏板，然后一脚油门创上了路边停着的车。还有这个开电动 F150 的老哥，停车的时候以为自己的脚是放在刹车踏板上的，脚一滑，出去了。这还是在几乎静止的情况下发生的事故，要真的是在紧急情况下，反应时间短，会发生什么可就真不好说了。也是因为有潜在的风险，大部分的电车都支持把单踏板模式关了。唯独特斯拉，不仅不允许用户关闭单踏板模式，还通过软件升级，让原本能够关闭的车型也必须使用单踏板模式。。而且，马斯克对此还贼骄傲。。说单踏板模式 “ 旦用难回 ” ，颇有乔布斯当年说出 “ 用户们不知道自己需要什么 ” 的风范。但我觉得，这样的做法是极不负责任的。乔布斯还在苹果的时候，是移动电子设备充满无限可能的日子。触屏的逻辑虽然改变了许多按键机使用习惯，但总的来说还是让手机变得更好用、更便捷了。说乔布斯是个变革者，倒不如说他是个改良者。相比之下，单踏板模式却并没有将驾驶引向更便捷的方向。它改变了数十年以来最基本的驾驶习惯，让原本简洁的动作复杂化。不仅增加了人们适应上手的门槛，也大大增加了潜在的误操作风险。而在涉及到生命安全的领域，操作永远是越简单越好。举个例子，在建筑工地上，有一个设备是被严厉禁止的。就是这个玩意，叫做旋转开关。它操作简单，能控制电机的正转、反转和停转，所以非常容易出现误操作。而它控制的都是电锯、起重机这些中小型设备，只要误操作，断手断脚都是小事。。所以，现在工地上的开关，都被换成了这样的按钮开关：一个功能一个按键，清清楚楚，需要啥就按啥，小朋友都能学会。这才安全应该有的设计思路。对于车企，我们理解车企为了降本增效需要从很多途径抠成本、抠性能，但通过 “ 让用户去习惯 ” 的方式来弥补自己产品的短板，本质上就是一种极不负责的逃避和甩锅。与其在改变驾驶习惯上花心思，倒不如研究研究怎么提升电池能量密度，怎么提升充电补能的效率，怎么提升单次补能的利用效率。关于单踏板模式，我给差友们的建议是：能关则关，完全没有必要为了提升续航而增加安全风险。况且，目前大多数电车也都使用了混合制动，即使关闭单踏板模式也能享受到动能回收的好处。不过换个角度想，等哪天动能回收不再是电车的标配，或许就能说明纯电时代正式到来了吧。撰文：致命空枪 编辑：脖子右拧 封面：焕妍","news_type":1},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650049723,"gmtCreate":1678785562562,"gmtModify":1678785564953,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"不是否认，是客套话","listText":"不是否认，是客套话","text":"不是否认，是客套话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650049723","repostId":"2319797840","repostType":2,"repost":{"id":"2319797840","kind":"highlight","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1678784682,"share":"https://www.laohu8.com/m/news/2319797840?lang=&edition=full","pubTime":"2023-03-14 17:04","market":"us","language":"en","title":"Tesla and BYD Deny Rumors about Halting Cooperation","url":"https://stock-news.laohu8.com/highlight/detail?id=2319797840","media":"Pandaily","summary":"\nOn March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. \n","content":"<html><body><div>\n<p>On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.</p>\n<bento-twitter height=\"472\" layout=\"responsive\" width=\"375\">\n</bento-twitter>\n<p>The rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.</p>\n<p>The report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.</p>\n<p>The news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”</p>\n<p>The competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.</p>\n<p>When considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.</p>\n<p><strong>SEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China</strong></p>\n<p>Meanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.</p>\n<p>Steve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”</p> </div></body></html>","source":"pandaily_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>Tesla and BYD Deny Rumors about Halting Cooperation</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 and BYD Deny Rumors about Halting Cooperation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2023-03-14 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.</p>\n<bento-twitter height=\"472\" layout=\"responsive\" width=\"375\">\n</bento-twitter>\n<p>The rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.</p>\n<p>The report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.</p>\n<p>The news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”</p>\n<p>The competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.</p>\n<p>When considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.</p>\n<p><strong>SEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China</strong></p>\n<p>Meanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.</p>\n<p>Steve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”</p> </div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.pandaily.com/uploads/2023/03/Untitled-design-61.jpg","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","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","BYD":"博伊德赌场","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4150":"赌场与赌博","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股"},"source_url":"https://pandaily.com/tesla-and-byd-deny-rumors-about-halting-cooperation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319797840","content_text":"On March 14, Tesla Chief Executive Elon Musk and Chinese electric vehicle and battery maker BYD denied a media report that said the U.S. giant was ending its cooperation with BYD on battery supplies. In response, Musk posted on Twitter that “relations between Tesla and BYD are positive”.\n\n\nThe rumor originated from a Korean media outlet that showed that Tesla did not ask BYD to supply additional batteries for its Model 3 cars after the supply agreement between them expired earlier this year. It may be due to factors such as the blade battery itself, the subsidies related to electric vehicles in the United States, and the competitive relationship between the two sides.\nThe report also said that Tesla will become more dependent on LG Energy Solution, a battery maker in South Korea. Tesla currently uses LG Energy Solution and CATL products for its European vehicles while using Panasonic for North America, and these companies may fill BYD’s vacancy.\nThe news of BYD’s cooperation with Tesla began in 2022. At that time, it was reported that BYD was supplying 10GWh batteries for Tesla European models, and Tesla models equipped with blade batteries had entered the testing stage. Subsequently, the news was confirmed by Lian Yubo, executive vice president of BYD. “BYD respects Tesla and is ready to supply batteries to it immediately.”\nThe competition between BYD and Tesla in the Chinese new energy vehicle market has intensified. According to the China Passenger Car Association (CPCA), BYD ranked first in the retail ranking of new energy passenger car manufacturers in 2022, with sales of 1.8 million vehicles, including plug-in hybrid cars. Tesla China ranked behind BYD and SAIC-GM-Wuling with sales of 440,000 vehicles.\nWhen considering only pure electric vehicles, Tesla and BYD are the two automobile manufacturers that had the highest global sales volumes in 2022. Tesla still holds the top spot with 1.31 million electric vehicles sold, while BYD sold 910,000 electric vehicles.\nSEE ALSO: BYD’s October NEV Sales Triple Those of Tesla China\nMeanwhile, BYD’s car exports are accelerating. Hedin Mobility Group AB, one of the largest dealers in Europe, signed an agreement with BYD in August last year to distribute three BYD models in Germany. In the same year, BYD won an order for 100,000 cars from SIXT, the largest car rental company in Europe. Octopus EV, an EV leasing firm, will also buy 5,000 vehicles from it over the next three years. Behind these orders is the rapid expansion of BYD’s overseas influence.\nSteve Westly, former Tesla board member and founder of The Westly Group, said in a CNBC interview last year, “For the first time, I think there is a real challenger and that challenger’s name is BYD.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627404750,"gmtCreate":1678465865770,"gmtModify":1678466503069,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"德国环保主义是邪教","listText":"德国环保主义是邪教","text":"德国环保主义是邪教","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627404750","repostId":"2318780881","repostType":2,"repost":{"id":"2318780881","kind":"highlight","pubTimestamp":1678463821,"share":"https://www.laohu8.com/m/news/2318780881?lang=&edition=full","pubTime":"2023-03-10 23:57","market":"us","language":"en","title":"Tesla is facing ‘criminal’ allegations regarding Gigafactory Berlin","url":"https://stock-news.laohu8.com/highlight/detail?id=2318780881","media":"Electrek","summary":"Tesla is facing “criminal” allegations regarding Gigafactory Berlin as environmentalists accuse the automaker of “suspected water pollution and a possible environmental crime.”","content":"<html><body><div>\n<figure>\n<img fetchpriority=\"high\" height=\"800\" src=\"https://electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?quality=82&amp;strip=all&amp;w=1600\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" width=\"1600\"/>\n</figure>\n<p>Tesla is facing “criminal” allegations regarding Gigafactory Berlin as environmentalists accuse the automaker of “suspected water pollution and a possible environmental crime.”</p>\n<span></span><ins></ins>\n<p>For years now, Tesla has been in battle with environmentalists in Germany who have tried to stop or slow down the construction of and production at Gigafactory Berlin.</p>\n<p>Their complaints have ranged from deforestation to water usage.</p>\n<p>Now they are going a step further by “filing criminal charges,” according to a new report by Moz.de. The Association for Nature and Landscape in Brandenburg has filed three “criminal charges” with the public prosecutor’s office in Frankfurt (Oder), and two of them are against Tesla.</p>\n<p>The first charge has to do with Tesla driving foundation piles that the association believes could be reaching and/or affecting groundwater. Groundwater contamination and water usage have been one of the main battlegrounds for environmentalists trying to stop the Gigafactory Berlin project.</p>\n<p>The second charge is against Sascha Gehm, the first deputy of the Oder-Spree district and head of Department III Construction, Order, and Environment, who they claim had “a lack of supervision and control” over the Tesla construction project.</p>\n<p>The last charge is again against Tesla, which they accuse of starting construction the “Tesla-Süd” work shuttle station project at the Gigafactory Berlin site before it officially received the construction permit.</p>\n<p>It’s not clear what the prosecutor’s office is going to do with those allegations yet. The association might have some backing regarding the water contamination allegation as the Strausberg-Erkner water association (WSE) has also expressed some concerns.</p>\n<p>Tesla has had strong backing from local politicians and civil servants in Brandenburg. It has been able to use that backing to avoid significant impact from these environmentalist organizations trying to slow down the project, but it looks like they are now cranking up the pressure with these criminal allegations.</p>\n<h2>Electrek’s Take</h2>\n<p>I am not familiar with the German legal system. The local reporting claims that the association “filed” those “criminal charges” against Tesla with the court. </p>\n<p>In most justice systems I know about, the prosecution can file charges and not one organization against another.</p>\n<p>Therefore, I don’t know how serious this is, but we will keep an eye on it as Tesla’s expansion at Gigafactory Berlin is critical to the automaker’s plans.</p>\n<div>\n<em>Add Electrek to your Google News feed.</em> \n\t\t\t<svg aria-hidden=\"true\" height=\"30\" viewbox=\"0 0 1165.7 279.5\" width=\"166\" xml:space=\"preserve\" xmlns=\"http://www.w3.org/2000/svg\"><path d=\"M249.8 179.3c0 4.2-3.4 7.6-7.7 7.6H80c-4.2 0-7.7-3.4-7.7-7.6V20.2c0-4.2 3.4-7.6 7.7-7.6h162.2c4.2 0 7.7 3.4 7.7 7.6l-.1 159.1z\" fill=\"#0c9d58\"></path><path d=\"m249.8 53.5-60.7-7.8L249.8 62zM164 20.9 72 62l101.7-37v-.1c-1.8-3.8-6.1-5.6-9.7-4z\" fill=\"#004d40\" opacity=\".2\"></path><path d=\"M242.2 12.6H80c-4.2 0-7.7 3.4-7.7 7.6v1.7c0-4.2 3.4-7.6 7.7-7.6h162.2c4.2 0 7.7 3.4 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with the latest content by subscribing to Electrek on Google News.\r\n\r\nYou’re reading Electrek— experts who break news about Tesla, electric vehicles, and green energy, day after day. Be sure to check out our homepage for all the latest news, and follow Electrek on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our YouTube channel for the latest reviews.</div></div> </div></body></html>","source":"electrek_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>Tesla is facing ‘criminal’ allegations regarding Gigafactory Berlin</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 facing ‘criminal’ allegations regarding Gigafactory Berlin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 23:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2023/03/10/tesla-facing-criminal-allegations-gigafactory-berlin/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is facing “criminal” allegations regarding Gigafactory Berlin as environmentalists accuse the automaker of “suspected water pollution and a possible environmental crime.”\n\nFor years now, Tesla ...</p>\n\n<a href=\"https://electrek.co/2023/03/10/tesla-facing-criminal-allegations-gigafactory-berlin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2021/01/Tesla-Gigafactory-Berlin.jpg?quality=82&strip=all&w=1600","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","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","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4550":"红杉资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4511":"特斯拉概念","LU0823411888.USD":"法巴消费创新基金 Cap","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","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://electrek.co/2023/03/10/tesla-facing-criminal-allegations-gigafactory-berlin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318780881","content_text":"Tesla is facing “criminal” allegations regarding Gigafactory Berlin as environmentalists accuse the automaker of “suspected water pollution and a possible environmental crime.”\n\nFor years now, Tesla has been in battle with environmentalists in Germany who have tried to stop or slow down the construction of and production at Gigafactory Berlin.\nTheir complaints have ranged from deforestation to water usage.\nNow they are going a step further by “filing criminal charges,” according to a new report by Moz.de. The Association for Nature and Landscape in Brandenburg has filed three “criminal charges” with the public prosecutor’s office in Frankfurt (Oder), and two of them are against Tesla.\nThe first charge has to do with Tesla driving foundation piles that the association believes could be reaching and/or affecting groundwater. Groundwater contamination and water usage have been one of the main battlegrounds for environmentalists trying to stop the Gigafactory Berlin project.\nThe second charge is against Sascha Gehm, the first deputy of the Oder-Spree district and head of Department III Construction, Order, and Environment, who they claim had “a lack of supervision and control” over the Tesla construction project.\nThe last charge is again against Tesla, which they accuse of starting construction the “Tesla-Süd” work shuttle station project at the Gigafactory Berlin site before it officially received the construction permit.\nIt’s not clear what the prosecutor’s office is going to do with those allegations yet. The association might have some backing regarding the water contamination allegation as the Strausberg-Erkner water association (WSE) has also expressed some concerns.\nTesla has had strong backing from local politicians and civil servants in Brandenburg. It has been able to use that backing to avoid significant impact from these environmentalist organizations trying to slow down the project, but it looks like they are now cranking up the pressure with these criminal allegations.\nElectrek’s Take\nI am not familiar with the German legal system. The local reporting claims that the association “filed” those “criminal charges” against Tesla with the court. \nIn most justice systems I know about, the prosecution can file charges and not one organization against another.\nTherefore, I don’t know how serious this is, but we will keep an eye on it as Tesla’s expansion at Gigafactory Berlin is critical to the automaker’s plans.\n\nAdd Electrek to your Google News feed. \n\t\t\t\n\nFTC: We use income earning auto affiliate links. More.Stay up to date with the latest content by subscribing to Electrek on Google News.\r\n\r\nYou’re reading Electrek— experts who break news about Tesla, electric vehicles, and green energy, day after day. Be sure to check out our homepage for all the latest news, and follow Electrek on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our YouTube channel for the latest reviews.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627516934,"gmtCreate":1678427498428,"gmtModify":1678427499800,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"多此一举","listText":"多此一举","text":"多此一举","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627516934","repostId":"2318200912","repostType":2,"repost":{"id":"2318200912","kind":"news","pubTimestamp":1678426235,"share":"https://www.laohu8.com/m/news/2318200912?lang=&edition=full","pubTime":"2023-03-10 13:30","market":"us","language":"zh","title":"彻底解决“刹车争议”！电商平台上线特斯拉脚部专用记录仪：全程摄像","url":"https://stock-news.laohu8.com/highlight/detail?id=2318200912","media":"快科技","summary":"近段时间，国内发生多起特斯拉失控事故，关于事故的争议焦点在于车辆刹车。有驾驶员坚称自己踩了刹车，而特斯拉提供后台数据显示，驾驶员事发时踩的是油门踏板。为了彻底解决特斯拉刹车争议，不少车主真的开始加装脚步记录仪。在电商平台搜索“特斯拉脚步记录仪”关键词，已经能够搜索出相关商品，并且商家还贴心的给出了加装方案，方便小白车主安装。电商平台给出的价格信息显示，特斯拉专用脚部记录仪，价格从100以内到5、600元均有，提供不同配置的记录仪产品可供选择。那么问题来了，如果你是特斯拉车主，你会考虑买这样一特殊的“记录仪”吗？","content":"<html><body><p>近段时间，国内发生多起<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>失控事故，关于事故的争议焦点在于车辆刹车。有驾驶员坚称自己踩了刹车，而特斯拉提供后台数据显示，驾驶员事发时踩的是油门踏板。</p><p>为了彻底解决特斯拉刹车争议，不少车主真的开始加装脚步记录仪。在电商平台搜索“特斯拉脚步记录仪”关键词，已经能够搜索出相关商品，并且商家还贴心的给出了加装方案，方便小白车主安装。</p><p><img src=\"https://x0.ifengimg.com/res/2023/F63EFD5B07EC73A8BCE1A5C1A1935DBA7F4B5EBA_size145_w600_h230.png\"/></p><p>电商平台给出的价格信息显示，<strong>特斯拉专用脚部记录仪，价格从100以内到5、600元均有，提供不同配置的记录仪产品可供选择。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2023/5C5CADAD4096A84A752DED334F51FBB398D08C06_size349_w600_h711.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/res/2023/4382ADC64DDC5C25A5FD8E4D19A7843FD5495EAD_size307_w600_h675.jpg\"/></p><p>那么问题来了，如果你是特斯拉车主，你会考虑买这样一特殊的“记录仪”吗？</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彻底解决“刹车争议”！电商平台上线特斯拉脚部专用记录仪：全程摄像</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彻底解决“刹车争议”！电商平台上线特斯拉脚部专用记录仪：全程摄像\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8O2OGzQDwjT><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近段时间，国内发生多起特斯拉失控事故，关于事故的争议焦点在于车辆刹车。有驾驶员坚称自己踩了刹车，而特斯拉提供后台数据显示，驾驶员事发时踩的是油门踏板。为了彻底解决特斯拉刹车争议，不少车主真的开始加装脚步记录仪。在电商平台搜索“特斯拉脚步记录仪”关键词，已经能够搜索出相关商品，并且商家还贴心的给出了加装方案，方便小白车主安装。电商平台给出的价格信息显示，特斯拉专用脚部记录仪，价格从100以内到5、...</p>\n\n<a href=\"https://tech.ifeng.com/c/8O2OGzQDwjT\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4555":"新能源车","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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DIS","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://tech.ifeng.com/c/8O2OGzQDwjT","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318200912","content_text":"近段时间，国内发生多起特斯拉失控事故，关于事故的争议焦点在于车辆刹车。有驾驶员坚称自己踩了刹车，而特斯拉提供后台数据显示，驾驶员事发时踩的是油门踏板。为了彻底解决特斯拉刹车争议，不少车主真的开始加装脚步记录仪。在电商平台搜索“特斯拉脚步记录仪”关键词，已经能够搜索出相关商品，并且商家还贴心的给出了加装方案，方便小白车主安装。电商平台给出的价格信息显示，特斯拉专用脚部记录仪，价格从100以内到5、600元均有，提供不同配置的记录仪产品可供选择。那么问题来了，如果你是特斯拉车主，你会考虑买这样一特殊的“记录仪”吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627221752,"gmtCreate":1678362627376,"gmtModify":1678362629442,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"还没有确定好吗","listText":"还没有确定好吗","text":"还没有确定好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627221752","repostId":"2318763266","repostType":2,"repost":{"id":"2318763266","kind":"news","pubTimestamp":1678359346,"share":"https://www.laohu8.com/m/news/2318763266?lang=&edition=full","pubTime":"2023-03-09 18:55","market":"us","language":"zh","title":"车主们注意！国产特斯拉开始抛弃毫米波雷达 采用纯视觉方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2318763266","media":"快科技","summary":"据悉，新版车型开始抛弃毫米波雷达，改为“无雷达”，和海外版本的Model Y车型一样，采用了“纯视觉”方案。事实上，从海外版本的特斯拉车型来看，无论是采用毫米波雷达，还是采用纯视觉方案，相关的特斯拉车型在使用过程中整体差别不大，其自动驾驶等能力似乎也不会因此受到太大的影响。但是，因为采用了纯视觉方案，相关车辆行驶中，可能有“幽灵刹车”情况发生。","content":"<html><body><article><p>日前，工信部第369批《道路机动车辆生产企业及产品公告》变更扩展公示的信息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国产Model Y车型进行了信息变更备案。</p><p>据悉，新版车型开始抛弃毫米波雷达，改为“无雷达”，和海外版本的Model Y车型一样，采用了“纯视觉”方案。</p><p>而取消毫米波雷达的原因，马斯克此前曾直言，雷达感知确实在特殊天气下有优势，不过总体来讲，大多数驾驶场景下没啥用，还会因为增加冗余带来数据处理的麻烦。</p><p>事实上，从海外版本的特斯拉车型来看，无论是采用毫米波雷达，还是采用纯视觉方案，相关的特斯拉车型在使用过程中整体差别不大，其自动驾驶等能力似乎也不会因此受到太大的影响。</p><p>但是，因为采用了纯视觉方案，相关车辆行驶中，可能有“幽灵刹车”情况发生。</p><p>指当驾驶员开启特斯拉Autopilot或者使用FSD等自动辅助驾驶功能时，明明车辆前方没有障碍物或者不会与前方车辆发生碰撞时，特斯拉汽车却进行“人类看来不必要的诡异刹车”。</p><p>为解决“幽灵刹车”的故障现象，特斯拉彼时一度撤回了已经发布的FSD软件版本，并宣布改进算法。但时至今日，特斯拉幽灵刹车的问题仍然存在，还需进一步改进优化。</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>车主们注意！国产特斯拉开始抛弃毫米波雷达 采用纯视觉方案</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车主们注意！国产特斯拉开始抛弃毫米波雷达 采用纯视觉方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 18:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303091905468417d123&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，工信部第369批《道路机动车辆生产企业及产品公告》变更扩展公示的信息，特斯拉中国产Model Y车型进行了信息变更备案。据悉，新版车型开始抛弃毫米波雷达，改为“无雷达”，和海外版本的Model Y车型一样，采用了“纯视觉”方案。而取消毫米波雷达的原因，马斯克此前曾直言，雷达感知确实在特殊天气下有优势，不过总体来讲，大多数驾驶场景下没啥用，还会因为增加冗余带来数据处理的麻烦。事实上，从海外版本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303091905468417d123&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","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","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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Y车型一样，采用了“纯视觉”方案。而取消毫米波雷达的原因，马斯克此前曾直言，雷达感知确实在特殊天气下有优势，不过总体来讲，大多数驾驶场景下没啥用，还会因为增加冗余带来数据处理的麻烦。事实上，从海外版本的特斯拉车型来看，无论是采用毫米波雷达，还是采用纯视觉方案，相关的特斯拉车型在使用过程中整体差别不大，其自动驾驶等能力似乎也不会因此受到太大的影响。但是，因为采用了纯视觉方案，相关车辆行驶中，可能有“幽灵刹车”情况发生。指当驾驶员开启特斯拉Autopilot或者使用FSD等自动辅助驾驶功能时，明明车辆前方没有障碍物或者不会与前方车辆发生碰撞时，特斯拉汽车却进行“人类看来不必要的诡异刹车”。为解决“幽灵刹车”的故障现象，特斯拉彼时一度撤回了已经发布的FSD软件版本，并宣布改进算法。但时至今日，特斯拉幽灵刹车的问题仍然存在，还需进一步改进优化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627268920,"gmtCreate":1678356473860,"gmtModify":1678356475974,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"特斯拉全球销量明年就知道超越比亚迪","listText":"特斯拉全球销量明年就知道超越比亚迪","text":"特斯拉全球销量明年就知道超越比亚迪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627268920","repostId":"2318252086","repostType":2,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627268059,"gmtCreate":1678356459172,"gmtModify":1678356461802,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"营销号","listText":"营销号","text":"营销号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627268059","repostId":"2318252086","repostType":2,"repost":{"id":"2318252086","kind":"news","pubTimestamp":1678351432,"share":"https://www.laohu8.com/m/news/2318252086?lang=&edition=full","pubTime":"2023-03-09 16:43","market":"hk","language":"zh","title":"特斯拉中国2月销量出炉 比亚迪能打5个特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2318252086","media":"快科技","summary":"提到新能源车，自然离不了比亚迪和特斯拉。根据2023年2月新能源厂商销量排行榜，比亚迪以176662辆霸榜第一，市场份额39.8%，独孤求败。特斯拉2月销量33923辆，还不到比亚迪的1/5。1-2月份累计销量方面，比亚迪以316417辆位居榜首，同样是特斯拉的5倍还多。","content":"<html><body><article><p>据中国汽车流通协会汽车市场研究分会(乘联会)最新零售销量数据统计，2月份国内狭义乘用车市场零售销量达138.9万辆，同比增长10.3%，环比增长7.4%。</p><p>其中，燃油车零售量同比下降3.7%，新能源零售同比增长60.9%。</p><p>提到新能源车，自然离不了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p>根据2023年2月新能源厂商销量排行榜，比亚迪以176662辆霸榜第一，市场份额39.8%，独孤求败。</p><p>特斯拉2月销量33923辆，还不到比亚迪的1/5。</p><p>此外，第三名五菱、第四名广汽埃安，销量均破3万；第五名吉利破2万；第六-第九的吉利、长安、理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>均破1万。</p><p>1-2月份累计销量方面，比亚迪以316417辆位居榜首，同样是特斯拉(60766辆)的5倍还多。</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>特斯拉中国2月销量出炉 比亚迪能打5个特斯拉</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; 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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特斯拉中国2月销量出炉 比亚迪能打5个特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 16:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030916454182686632&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据中国汽车流通协会汽车市场研究分会(乘联会)最新零售销量数据统计，2月份国内狭义乘用车市场零售销量达138.9万辆，同比增长10.3%，环比增长7.4%。其中，燃油车零售量同比下降3.7%，新能源零售同比增长60.9%。提到新能源车，自然离不了比亚迪和特斯拉。根据2023年2月新能源厂商销量排行榜，比亚迪以176662辆霸榜第一，市场份额39.8%，独孤求败。特斯拉2月销量33923辆，还不到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030916454182686632&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK1119":"汽车制造商","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK1522":"燃料电池","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030916454182686632&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2318252086","content_text":"据中国汽车流通协会汽车市场研究分会(乘联会)最新零售销量数据统计，2月份国内狭义乘用车市场零售销量达138.9万辆，同比增长10.3%，环比增长7.4%。其中，燃油车零售量同比下降3.7%，新能源零售同比增长60.9%。提到新能源车，自然离不了比亚迪和特斯拉。根据2023年2月新能源厂商销量排行榜，比亚迪以176662辆霸榜第一，市场份额39.8%，独孤求败。特斯拉2月销量33923辆，还不到比亚迪的1/5。此外，第三名五菱、第四名广汽埃安，销量均破3万；第五名吉利破2万；第六-第九的吉利、长安、理想、蔚来均破1万。1-2月份累计销量方面，比亚迪以316417辆位居榜首，同样是特斯拉(60766辆)的5倍还多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627688355,"gmtCreate":1678269522477,"gmtModify":1678269629739,"author":{"id":"4117081887906090","authorId":"4117081887906090","name":"且听以往","avatar":"https://static.tigerbbs.com/1da862d41684c601f60f8b0f368042da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117081887906090","authorIdStr":"4117081887906090"},"themes":[],"htmlText":"自媒体垃圾","listText":"自媒体垃圾","text":"自媒体垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627688355","repostId":"2317403242","repostType":2,"repost":{"id":"2317403242","kind":"news","pubTimestamp":1678268009,"share":"https://www.laohu8.com/m/news/2317403242?lang=&edition=full","pubTime":"2023-03-08 17:33","market":"us","language":"zh","title":"15万买特斯拉 那得多“毛坯”？成本降50%是文字游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2317403242","media":"快科技","summary":"3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台比亚迪。特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。","content":"<html><body><article><p>3月2日在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。</p><p>目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。</p><p>其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。</p><p>“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本等等，其中组装成本只占很小的部分。</p><p>所以说，现在卖20多万的特斯拉Model3和Y将来不可能只卖十几万，而是最多降价一两万罢了。</p><p>特斯拉此次提到的降低组装成本是指通过继续减少车身零部件数量，将车身份解为几个部分，从时空角度提升生产效率30%，将序列组装和平行组装同时进行，进一步提高生产效率。</p><p>而新能源汽车成本主要由电池、电机、电控以及电驱部件组成，这些采购成本是稳定的，看不到短期大幅降价的可能。即便大幅降价，也不止特斯拉一家受益。</p><p>从续航里程、空间大小、底盘等多种指标对比国产纯电车，特斯拉Model3要贵5万左右，也就是说，特斯拉如果是国产品牌，售价顶多也就18万。</p><p>这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。</p><p>特斯拉之所以卖这么贵，主要是维持高利润。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p><p>特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。</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>15万买特斯拉 那得多“毛坯”？成本降50%是文字游戏</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n15万买特斯拉 那得多“毛坯”？成本降50%是文字游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b\">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","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2317403242","content_text":"3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本等等，其中组装成本只占很小的部分。所以说，现在卖20多万的特斯拉Model3和Y将来不可能只卖十几万，而是最多降价一两万罢了。特斯拉此次提到的降低组装成本是指通过继续减少车身零部件数量，将车身份解为几个部分，从时空角度提升生产效率30%，将序列组装和平行组装同时进行，进一步提高生产效率。而新能源汽车成本主要由电池、电机、电控以及电驱部件组成，这些采购成本是稳定的，看不到短期大幅降价的可能。即便大幅降价，也不止特斯拉一家受益。从续航里程、空间大小、底盘等多种指标对比国产纯电车，特斯拉Model3要贵5万左右，也就是说，特斯拉如果是国产品牌，售价顶多也就18万。这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。特斯拉之所以卖这么贵，主要是维持高利润。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台比亚迪。特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}