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马斯克是人类天才
09-25
马思克i的大饼虽然有点时间久,特别是火星移民真是够长远的,相信定能成功
特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行
马斯克是人类天才
09-06
$特斯拉(TSLA)$
特斯拉开盘每股直降10美元,什么情况
马斯克是人类天才
09-05
如果能掌控一下股票行情?但这不是马斯克的风格 [笑哭]
马斯克是人类天才
08-23
设置提醒闹钟应该弹屏,提示文字内容,而不是千篇一律的铃声
马斯克是人类天才
08-21
夏季跌期真的开始了么?
马斯克是人类天才
08-17
$高通(QCOM)$
高道今天表现太差了
马斯克是人类天才
08-06
思维方式有问题,本来做了二次T,可以空仓观望,结果,自认为可以抄底了,结果一进去又套住了,永远不要抄底,因为下跌只有更低
马斯克是人类天才
08-05
还会再跌吗?
马斯克是人类天才
07-24
$特斯拉(TSLA)$
一支响当当的科技队伍配上一支妖魔股,关键是还耍靠它供养着自己的科研团队,火星去不去不算个问题,当下还是管好自己的家当吧。那么多支毛股,年年亏损股票也照常冲锋陥阵,也没人在意它们的年报,季报,这分红少了点立马股票上给你点颜色,建议小马立刻关了电车工厂,专门搞你的人机接口,一心弄你的星舰,机器人,地球网电话,和军工航天一样拿着财政补贴多好呀,再把自动驾驶卖给中国肯定不少拿钱。或许中国还能恩赐你个院士,弄个部长干干,那可是有特供的哟,还有几十倍于百姓的养老金,不过你的籍贯要从南非改到德国,名字改的不多,顺序倒一下就行,别叫马斯克,叫马克斯多好,人人顶礼膜拜,三呼万岁。
马斯克是人类天才
07-24
$NANO Nuclear Energy Inc(NNE)$
烂股一条,只是庄家在盘前盘后拉个冲天柱救他的伙伴兜里满了,其它股民…韭莱一堆,不好好经营,早晚垃圾股,我在这支股票看到了国运的影子
马斯克是人类天才
07-15
我记得马斯克说过,总统选举他谁都不支持(类似的话),他食言了么
马斯克是人类天才
06-22
$特斯拉(TSLA)$
特斯拉盘尾冲关与ARM完全不在一个等级,而且几个巨头ARM首先拉升到市价厮杀。美光,AMD,台积电都躲在2个美刀以下的层面割韭菜呢,从盘尚转盘中的过度中,他们都.黑了带户的散户们每股2~3刀,(ARM也黑了,不过很快冲到地面了)只有TsLA和美光是平移过来的,不过美光很快便下沉去收割了
马斯克是人类天才
06-12
$美光科技(MU)$
美光为啥盘中突然大跌?搞不懂
马斯克是人类天才
06-07
$阿波罗全球管理(APO)$
没有流动性,有价无市,割肉出局
马斯克是人类天才
05-15
是Ilya 正是Ilay, 这种错误也是AI的杰作吗,😂
抱歉,原内容已删除
马斯克是人类天才
04-04
年营业额540亿,其中代工亏70亿,怎么估?
抱歉,原内容已删除
马斯克是人类天才
03-21
$特斯拉(TSLA)$
感觉杀跌是小马设的局,他不是要增加持股率吗?一旦达到目的,他会左手倒右手的把股价拉上去
马斯克是人类天才
03-20
如果股价不这么跌跌跌,可能未必涨吧[流泪] 现在倒好,不仅割了股民的韭莱,还再割一茬车主的,够狠
特斯拉国产Model Y将于4月1日调价,涨幅5000元
马斯克是人类天才
02-09
无津新手一枚,祝虎友“除夕”平安,新春发💰,多多指教 [抱拳] [抱拳] [抱拳]
马斯克是人类天才
02-03
明明是系统升级却说是刹车警告灯问题😓
抱歉,原内容已删除
去老虎APP查看更多动态
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13:25","market":"us","language":"zh","title":"特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行","url":"https://stock-news.laohu8.com/highlight/detail?id=1132273651","media":"智能车参考","summary":"将来打车会和公交一样便宜。","content":"<html><head></head><body><p>你能想象吗?</p><p style=\"text-align: left;\"><strong>将来打车会和公交一样便宜</strong>。</p><p style=\"text-align: left;\">这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。</p><p style=\"text-align: left;\">颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。</p><p style=\"text-align: left;\">然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。</p><p style=\"text-align: left;\">答案挺让人意外。</p><p style=\"text-align: left;\">更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。</p><h2 id=\"id_2478731617\" style=\"text-align: left;\">马斯克的Robotaxi,不颠覆网约车颠覆公交车</h2><p style=\"text-align: left;\">最近,有海外大V发帖吐槽纯电车不行,他表示挪威现在的电动公交还要加装柴油发电机,才能在冬天给车厢供暖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8466dce3def0183e175079145cc909f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p style=\"text-align: left;\">这一下引起马斯克注意,亲自下场反驳,不是电车的问题:</p><blockquote><p>是公交车的电池包太小了,我们家车在北极圈都能跑。</p></blockquote><p style=\"text-align: left;\">不过这也不是什么大问题。</p><p style=\"text-align: left;\">因为在马斯克看来,<strong>以后将不需要公交车</strong>。</p><p style=\"text-align: left;\">等特斯拉推出无监督的全自动驾驶(Unsupervised full ),<strong>车费将和公交车票价差不多</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3faadc3c882b6fa958aeead75c7fb661\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"880\"/></p><p style=\"text-align: left;\">言外之意就是,<strong>有特斯拉Robotaxi,还要啥公交车</strong>。</p><p style=\"text-align: left;\">倘若马斯克预言成真,颠覆的将不仅是公交车,还将重塑人们的日常出行。</p><p style=\"text-align: left;\">但也有博主对此持怀疑态度,并通过数学计算,认为马斯克的预想不现实。</p><p style=\"text-align: left;\">其以纽约市为例,根据当地的公共交通月卡(含公交和地铁)费用,结合日均通勤距离,最终得出公共通勤的费用约为<strong>0.22美元/km</strong>。</p><p style=\"text-align: left;\">而<strong>2016年</strong>对特斯拉的相关研究显示,即使算上充电基建的投入以及管理费用,当时特斯拉<strong>每公里自动驾驶的总成本</strong>也不过约0.41美元,比当地打车费用要低不少,但还是比现在乘公交贵了一倍。</p><p style=\"text-align: left;\">不过当时的研究,是以Model 3作为运营车辆测算成本的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d03307fa4fecb5b1bef2de117549fd5\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><h4 id=\"id_1350199130\" style=\"text-align: right;\">△特斯拉Model 2模型</h4><p style=\"text-align: left;\">但是一直以来的爆料都指出,特斯拉的Robotaxi会以“Model 2”为原型打造,估计也就2个座位,制造成本和能耗显然都会更低,也就意味着更低的自动驾驶总成本。</p><p style=\"text-align: left;\">所以,如果未来特斯拉的Robotaxi运营得当,规模起量,马斯克很可能会在颠覆汽车和商业航天后,实现又一壮举:</p><p style=\"text-align: left;\"><strong>颠覆公共交通</strong>。</p><p style=\"text-align: left;\">俗话说得好,要改变世界,先改变自己。</p><p style=\"text-align: left;\">最近流出的特斯拉Robotaxi谍照显示,马哥可能又双叒<s>打脸</s>颠覆自己了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ead3b8bb88501126f4e4446ca0d974\" alt=\"\" title=\"\" tg-width=\"680\" tg-height=\"308\"/></p><h2 id=\"id_3900204630\" style=\"text-align: left;\">特斯拉Robotaxi最新情报</h2><p style=\"text-align: left;\">近期有爆料指出,特斯拉将在洛杉矶<strong>华纳兄弟电影制片厂</strong>发布Robotaxi,也就是《星际穿越》的拍摄地,充满科幻色彩,听起来倒是挺符合马斯克的口味。</p><p style=\"text-align: left;\">不久后,有片场员工发贴,贴图里一辆疑似为<strong>特斯拉Robotaxi伪装车</strong>出现在特斯拉车队中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ed2298961b42d085773d0dc6fa2328a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p style=\"text-align: left;\">帖子和其账户很快被删除了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4624ba0fe7d2c6d3542e42fe8921fa0d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"562\"/></p><p style=\"text-align: left;\">从谍照图中可以看到,车身被黄色胶带覆盖,尾部设计很像货厢,也可能是为了掩盖车身线条的“烟雾弹”,不过姿态倒是有点像《马斯克传》作者<strong>沃尔特·艾萨克森</strong> (Walter Isaacson) 在书中放出的概念图。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f3eb1c30e40d06fc3019c531d992931\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"585\"/></p><p style=\"text-align: left;\">有网友根据谍照,制作了渲染图:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/475135d4d7c5dede2c0b5ec3a4e81dbf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"662\"/></p><p style=\"text-align: left;\">珍贵谍照流出,网友们拿放大镜看的那叫一个仔细,很快就发现,怎么车顶上方有个凸起?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dacef1858a0e921f8566209c0ac396d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"693\"/></p><p style=\"text-align: left;\">凸起处,还恰好是大多数乘用车用来放置激光雷达的位置。</p><p style=\"text-align: left;\">此外,就在不久前,还有人拍到Model X的工程车辆也头顶了激光雷达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/974b6de0c5155795f6dba0990db5ab7b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"537\"/></p><p style=\"text-align: left;\">有人据此猜测,也许马斯克的Robotaxi将会有一些新变化。</p><p style=\"text-align: left;\">在10月伴随新硬件发布的,还有新的软件升级:</p><p style=\"text-align: left;\"><strong>FSD V13</strong>。</p><p style=\"text-align: left;\">这预计会成为特斯拉Robotaxi的算法基石。</p><p style=\"text-align: left;\">特斯拉官方此前透露,FSD V13将<strong>6倍提升无需接管的里程</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd231ac2f8d61ff70e4daace494c339a\" alt=\"\" title=\"\" tg-width=\"934\" tg-height=\"1208\"/></p><p style=\"text-align: left;\">英伟达AI科学家<strong>Jim Fan</strong>此前还推测,FSD V13将引入马斯克的Grok-1.5V大模型,显著提高FSD解决复杂Corner Case的能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/872f59e04886b3aa3d3cdf0979ae93e2\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"984\"/></p><p style=\"text-align: left;\">马斯克在当时没有直接否认。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bc63dc53d9b6c53f75a2652793caf87\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"325\"/></p><p style=\"text-align: left;\">新料不断爆出,让用户和资本市场对特斯拉Robotaxi翘首以盼。</p><p style=\"text-align: left;\">相关分析显示,投资者最关心的,是Robotaxi的商业运营时间表,以及商业前景,包括对比Waymo等同行的成本。</p><p style=\"text-align: left;\">还有分析认为,<strong>Robotaxi将大幅拉升特斯拉股价</strong>。</p><p style=\"text-align: left;\">显然,在电车增长放缓后,自动驾驶或者说Robotaxi已经成为马斯克<strong>Make Tesla Great Again</strong>的关键底牌。</p><p style=\"text-align: left;\">但这张底牌,也可能不会在10月10日的发布会后立即打出。</p><p style=\"text-align: left;\">原因来自多个方面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bec48c8c995464fac2c416da439032db\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"427\"/></p><p style=\"text-align: left;\">首先是<strong>产能限制</strong>。</p><p style=\"text-align: left;\">今年3月,有分析师参观了特斯拉位于德州的超级工厂,随后透露2.5万美元的车型,也就是Robotaxi的同源车型将在2025年下半年开始生产,产能将在2027年大规模增长。</p><p style=\"text-align: left;\">然后是<strong>前车之鉴</strong>。</p><p style=\"text-align: left;\">Cybertruck从发布到交付,就用了4年。</p><p style=\"text-align: left;\">最后,也是最关键的,Robotaxi上不上路,马斯克自己说了也不算,还需要监管层审批。</p><p style=\"text-align: left;\">所以Robotaxi发布后,如果没有立即上路,也没什么好奇怪的。</p><p style=\"text-align: left;\">但从马斯克的最新回应来看,这个不停在颠覆自己,改造世界的男人,已经把目光瞄向了公共出行。</p><p style=\"text-align: left;\">马斯克准备又一次颠覆传统,改变世界。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行</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特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 13:25 北京时间 <a href=https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你能想象吗?将来打车会和公交一样便宜。这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。答案挺让人意外。更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。马斯克的Robotaxi,不颠覆网约车...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48960161dbba49eaa17262c83ec45a9b","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132273651","content_text":"你能想象吗?将来打车会和公交一样便宜。这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。答案挺让人意外。更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。马斯克的Robotaxi,不颠覆网约车颠覆公交车最近,有海外大V发帖吐槽纯电车不行,他表示挪威现在的电动公交还要加装柴油发电机,才能在冬天给车厢供暖。这一下引起马斯克注意,亲自下场反驳,不是电车的问题:是公交车的电池包太小了,我们家车在北极圈都能跑。不过这也不是什么大问题。因为在马斯克看来,以后将不需要公交车。等特斯拉推出无监督的全自动驾驶(Unsupervised full ),车费将和公交车票价差不多。言外之意就是,有特斯拉Robotaxi,还要啥公交车。倘若马斯克预言成真,颠覆的将不仅是公交车,还将重塑人们的日常出行。但也有博主对此持怀疑态度,并通过数学计算,认为马斯克的预想不现实。其以纽约市为例,根据当地的公共交通月卡(含公交和地铁)费用,结合日均通勤距离,最终得出公共通勤的费用约为0.22美元/km。而2016年对特斯拉的相关研究显示,即使算上充电基建的投入以及管理费用,当时特斯拉每公里自动驾驶的总成本也不过约0.41美元,比当地打车费用要低不少,但还是比现在乘公交贵了一倍。不过当时的研究,是以Model 3作为运营车辆测算成本的。△特斯拉Model 2模型但是一直以来的爆料都指出,特斯拉的Robotaxi会以“Model 2”为原型打造,估计也就2个座位,制造成本和能耗显然都会更低,也就意味着更低的自动驾驶总成本。所以,如果未来特斯拉的Robotaxi运营得当,规模起量,马斯克很可能会在颠覆汽车和商业航天后,实现又一壮举:颠覆公共交通。俗话说得好,要改变世界,先改变自己。最近流出的特斯拉Robotaxi谍照显示,马哥可能又双叒打脸颠覆自己了。特斯拉Robotaxi最新情报近期有爆料指出,特斯拉将在洛杉矶华纳兄弟电影制片厂发布Robotaxi,也就是《星际穿越》的拍摄地,充满科幻色彩,听起来倒是挺符合马斯克的口味。不久后,有片场员工发贴,贴图里一辆疑似为特斯拉Robotaxi伪装车出现在特斯拉车队中。帖子和其账户很快被删除了。从谍照图中可以看到,车身被黄色胶带覆盖,尾部设计很像货厢,也可能是为了掩盖车身线条的“烟雾弹”,不过姿态倒是有点像《马斯克传》作者沃尔特·艾萨克森 (Walter Isaacson) 在书中放出的概念图。有网友根据谍照,制作了渲染图:珍贵谍照流出,网友们拿放大镜看的那叫一个仔细,很快就发现,怎么车顶上方有个凸起?凸起处,还恰好是大多数乘用车用来放置激光雷达的位置。此外,就在不久前,还有人拍到Model X的工程车辆也头顶了激光雷达。有人据此猜测,也许马斯克的Robotaxi将会有一些新变化。在10月伴随新硬件发布的,还有新的软件升级:FSD V13。这预计会成为特斯拉Robotaxi的算法基石。特斯拉官方此前透露,FSD V13将6倍提升无需接管的里程。英伟达AI科学家Jim Fan此前还推测,FSD V13将引入马斯克的Grok-1.5V大模型,显著提高FSD解决复杂Corner Case的能力。马斯克在当时没有直接否认。新料不断爆出,让用户和资本市场对特斯拉Robotaxi翘首以盼。相关分析显示,投资者最关心的,是Robotaxi的商业运营时间表,以及商业前景,包括对比Waymo等同行的成本。还有分析认为,Robotaxi将大幅拉升特斯拉股价。显然,在电车增长放缓后,自动驾驶或者说Robotaxi已经成为马斯克Make Tesla Great 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国内部获悉,特斯拉即将在4月1日官方涨价,Model Y车型售价调高5000元人民币;同时,现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。</p><p>日前,特斯拉北美和欧洲市场已经官宣,当前全球销量第一的车型特斯拉Model Y,将于4月1日起分别涨价1000美元和2000欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d21ed5fa6b7203ea3bb343f7ef2fd7f\" tg-width=\"750\" tg-height=\"500\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18580ca3f755e258c81b6a3378320c21","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","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","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","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"Direxion 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href=http://www.zhitongcaijing.com/content/detail/1067830.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)因刹车警示灯问题在美国召回220万辆汽车,其中包括Cybertruck。这是特斯拉规模最大的一次召回行动,几乎影响到2012年至2024年期间在美国销售的所有车辆。据悉,此次召回涉及ModelS、ModelX、ModelY、2017年至2023年生产的Model3及2024年生产的Cybertruck。此次召回将增加制动、驻车和防抱死制动系统(ABS)视觉警告指示灯的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1067830.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1067830.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408098360","content_text":"特斯拉(TSLA.US)因刹车警示灯问题在美国召回220万辆汽车,其中包括Cybertruck。这是特斯拉规模最大的一次召回行动,几乎影响到2012年至2024年期间在美国销售的所有车辆。据悉,此次召回涉及ModelS、ModelX、ModelY、2017年至2023年生产的Model3及2024年生产的Cybertruck。此次召回将增加制动、驻车和防抱死制动系统(ABS)视觉警告指示灯的字体大小,使驾驶员更容易阅读。特斯拉已于1月23日开始进行软件更新,以解决这一问题。NHTSA缺陷调查办公室还将对动力转向损失的调查升级为工程分析。这是可能召回部分Model3和ModelY车辆的前奏。另外,该公司正在将其ModelYSUV的后轮驱动和远程版本在加拿大的价格降低6.9%,使其价格与Model3相当。","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353178114600984,"gmtCreate":1727233960863,"gmtModify":1727233962951,"author":{"id":"4143358211823260","authorId":"4143358211823260","name":"马斯克是人类天才","avatar":"https://static.tigerbbs.com/14a687e72f77b56572d807cac20f65b2","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143358211823260","authorIdStr":"4143358211823260"},"themes":[],"htmlText":"马思克i的大饼虽然有点时间久,特别是火星移民真是够长远的,相信定能成功","listText":"马思克i的大饼虽然有点时间久,特别是火星移民真是够长远的,相信定能成功","text":"马思克i的大饼虽然有点时间久,特别是火星移民真是够长远的,相信定能成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353178114600984","repostId":"1132273651","repostType":2,"repost":{"id":"1132273651","kind":"news","pubTimestamp":1727155536,"share":"https://www.laohu8.com/m/news/1132273651?lang=&edition=full","pubTime":"2024-09-24 13:25","market":"us","language":"zh","title":"特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行","url":"https://stock-news.laohu8.com/highlight/detail?id=1132273651","media":"智能车参考","summary":"将来打车会和公交一样便宜。","content":"<html><head></head><body><p>你能想象吗?</p><p style=\"text-align: left;\"><strong>将来打车会和公交一样便宜</strong>。</p><p style=\"text-align: left;\">这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。</p><p style=\"text-align: left;\">颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。</p><p style=\"text-align: left;\">然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。</p><p style=\"text-align: left;\">答案挺让人意外。</p><p style=\"text-align: left;\">更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。</p><h2 id=\"id_2478731617\" style=\"text-align: left;\">马斯克的Robotaxi,不颠覆网约车颠覆公交车</h2><p style=\"text-align: left;\">最近,有海外大V发帖吐槽纯电车不行,他表示挪威现在的电动公交还要加装柴油发电机,才能在冬天给车厢供暖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8466dce3def0183e175079145cc909f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p style=\"text-align: left;\">这一下引起马斯克注意,亲自下场反驳,不是电车的问题:</p><blockquote><p>是公交车的电池包太小了,我们家车在北极圈都能跑。</p></blockquote><p style=\"text-align: left;\">不过这也不是什么大问题。</p><p style=\"text-align: left;\">因为在马斯克看来,<strong>以后将不需要公交车</strong>。</p><p style=\"text-align: left;\">等特斯拉推出无监督的全自动驾驶(Unsupervised full ),<strong>车费将和公交车票价差不多</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3faadc3c882b6fa958aeead75c7fb661\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"880\"/></p><p style=\"text-align: left;\">言外之意就是,<strong>有特斯拉Robotaxi,还要啥公交车</strong>。</p><p style=\"text-align: left;\">倘若马斯克预言成真,颠覆的将不仅是公交车,还将重塑人们的日常出行。</p><p style=\"text-align: left;\">但也有博主对此持怀疑态度,并通过数学计算,认为马斯克的预想不现实。</p><p style=\"text-align: left;\">其以纽约市为例,根据当地的公共交通月卡(含公交和地铁)费用,结合日均通勤距离,最终得出公共通勤的费用约为<strong>0.22美元/km</strong>。</p><p style=\"text-align: left;\">而<strong>2016年</strong>对特斯拉的相关研究显示,即使算上充电基建的投入以及管理费用,当时特斯拉<strong>每公里自动驾驶的总成本</strong>也不过约0.41美元,比当地打车费用要低不少,但还是比现在乘公交贵了一倍。</p><p style=\"text-align: left;\">不过当时的研究,是以Model 3作为运营车辆测算成本的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d03307fa4fecb5b1bef2de117549fd5\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><h4 id=\"id_1350199130\" style=\"text-align: right;\">△特斯拉Model 2模型</h4><p style=\"text-align: left;\">但是一直以来的爆料都指出,特斯拉的Robotaxi会以“Model 2”为原型打造,估计也就2个座位,制造成本和能耗显然都会更低,也就意味着更低的自动驾驶总成本。</p><p style=\"text-align: left;\">所以,如果未来特斯拉的Robotaxi运营得当,规模起量,马斯克很可能会在颠覆汽车和商业航天后,实现又一壮举:</p><p style=\"text-align: left;\"><strong>颠覆公共交通</strong>。</p><p style=\"text-align: left;\">俗话说得好,要改变世界,先改变自己。</p><p style=\"text-align: left;\">最近流出的特斯拉Robotaxi谍照显示,马哥可能又双叒<s>打脸</s>颠覆自己了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ead3b8bb88501126f4e4446ca0d974\" alt=\"\" title=\"\" tg-width=\"680\" tg-height=\"308\"/></p><h2 id=\"id_3900204630\" style=\"text-align: left;\">特斯拉Robotaxi最新情报</h2><p style=\"text-align: left;\">近期有爆料指出,特斯拉将在洛杉矶<strong>华纳兄弟电影制片厂</strong>发布Robotaxi,也就是《星际穿越》的拍摄地,充满科幻色彩,听起来倒是挺符合马斯克的口味。</p><p style=\"text-align: left;\">不久后,有片场员工发贴,贴图里一辆疑似为<strong>特斯拉Robotaxi伪装车</strong>出现在特斯拉车队中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ed2298961b42d085773d0dc6fa2328a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p style=\"text-align: left;\">帖子和其账户很快被删除了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4624ba0fe7d2c6d3542e42fe8921fa0d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"562\"/></p><p style=\"text-align: left;\">从谍照图中可以看到,车身被黄色胶带覆盖,尾部设计很像货厢,也可能是为了掩盖车身线条的“烟雾弹”,不过姿态倒是有点像《马斯克传》作者<strong>沃尔特·艾萨克森</strong> (Walter Isaacson) 在书中放出的概念图。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f3eb1c30e40d06fc3019c531d992931\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"585\"/></p><p style=\"text-align: left;\">有网友根据谍照,制作了渲染图:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/475135d4d7c5dede2c0b5ec3a4e81dbf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"662\"/></p><p style=\"text-align: left;\">珍贵谍照流出,网友们拿放大镜看的那叫一个仔细,很快就发现,怎么车顶上方有个凸起?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dacef1858a0e921f8566209c0ac396d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"693\"/></p><p style=\"text-align: left;\">凸起处,还恰好是大多数乘用车用来放置激光雷达的位置。</p><p style=\"text-align: left;\">此外,就在不久前,还有人拍到Model X的工程车辆也头顶了激光雷达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/974b6de0c5155795f6dba0990db5ab7b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"537\"/></p><p style=\"text-align: left;\">有人据此猜测,也许马斯克的Robotaxi将会有一些新变化。</p><p style=\"text-align: left;\">在10月伴随新硬件发布的,还有新的软件升级:</p><p style=\"text-align: left;\"><strong>FSD V13</strong>。</p><p style=\"text-align: left;\">这预计会成为特斯拉Robotaxi的算法基石。</p><p style=\"text-align: left;\">特斯拉官方此前透露,FSD V13将<strong>6倍提升无需接管的里程</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd231ac2f8d61ff70e4daace494c339a\" alt=\"\" title=\"\" tg-width=\"934\" tg-height=\"1208\"/></p><p style=\"text-align: left;\">英伟达AI科学家<strong>Jim Fan</strong>此前还推测,FSD V13将引入马斯克的Grok-1.5V大模型,显著提高FSD解决复杂Corner Case的能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/872f59e04886b3aa3d3cdf0979ae93e2\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"984\"/></p><p style=\"text-align: left;\">马斯克在当时没有直接否认。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bc63dc53d9b6c53f75a2652793caf87\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"325\"/></p><p style=\"text-align: left;\">新料不断爆出,让用户和资本市场对特斯拉Robotaxi翘首以盼。</p><p style=\"text-align: left;\">相关分析显示,投资者最关心的,是Robotaxi的商业运营时间表,以及商业前景,包括对比Waymo等同行的成本。</p><p style=\"text-align: left;\">还有分析认为,<strong>Robotaxi将大幅拉升特斯拉股价</strong>。</p><p style=\"text-align: left;\">显然,在电车增长放缓后,自动驾驶或者说Robotaxi已经成为马斯克<strong>Make Tesla Great Again</strong>的关键底牌。</p><p style=\"text-align: left;\">但这张底牌,也可能不会在10月10日的发布会后立即打出。</p><p style=\"text-align: left;\">原因来自多个方面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bec48c8c995464fac2c416da439032db\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"427\"/></p><p style=\"text-align: left;\">首先是<strong>产能限制</strong>。</p><p style=\"text-align: left;\">今年3月,有分析师参观了特斯拉位于德州的超级工厂,随后透露2.5万美元的车型,也就是Robotaxi的同源车型将在2025年下半年开始生产,产能将在2027年大规模增长。</p><p style=\"text-align: left;\">然后是<strong>前车之鉴</strong>。</p><p style=\"text-align: left;\">Cybertruck从发布到交付,就用了4年。</p><p style=\"text-align: left;\">最后,也是最关键的,Robotaxi上不上路,马斯克自己说了也不算,还需要监管层审批。</p><p style=\"text-align: left;\">所以Robotaxi发布后,如果没有立即上路,也没什么好奇怪的。</p><p style=\"text-align: left;\">但从马斯克的最新回应来看,这个不停在颠覆自己,改造世界的男人,已经把目光瞄向了公共出行。</p><p style=\"text-align: left;\">马斯克准备又一次颠覆传统,改变世界。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Robotaxi的真正目的:颠覆公交车,重塑人们的日常出行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 13:25 北京时间 <a href=https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你能想象吗?将来打车会和公交一样便宜。这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。答案挺让人意外。更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。马斯克的Robotaxi,不颠覆网约车...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48960161dbba49eaa17262c83ec45a9b","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/aGNScCoBiaQhWKisIu64ww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132273651","content_text":"你能想象吗?将来打车会和公交一样便宜。这就是马斯克在最新回应中,为人们勾画的未来出行新体验,彰显出对特斯拉FSD的强大信心。颠覆私家车和商业航天后,马斯克又来颠覆公共交通了。然而也有网友对此提出质疑,在评论区做起数学题,验证马斯克是不是在吹牛。答案挺让人意外。更让人意外的,还有近期被曝出的特斯拉Robotaxi谍照,网友们惊奇地发现,车顶疑似有激光雷达凸起。马斯克的Robotaxi,不颠覆网约车颠覆公交车最近,有海外大V发帖吐槽纯电车不行,他表示挪威现在的电动公交还要加装柴油发电机,才能在冬天给车厢供暖。这一下引起马斯克注意,亲自下场反驳,不是电车的问题:是公交车的电池包太小了,我们家车在北极圈都能跑。不过这也不是什么大问题。因为在马斯克看来,以后将不需要公交车。等特斯拉推出无监督的全自动驾驶(Unsupervised full 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没有流动性,有价无市,割肉出局","text":"$阿波罗全球管理(APO)$ 没有流动性,有价无市,割肉出局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314306555748592","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306114774679552,"gmtCreate":1715769763766,"gmtModify":1715769765798,"author":{"id":"4143358211823260","authorId":"4143358211823260","name":"马斯克是人类天才","avatar":"https://static.tigerbbs.com/14a687e72f77b56572d807cac20f65b2","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143358211823260","authorIdStr":"4143358211823260"},"themes":[],"htmlText":"是Ilya 正是Ilay, 这种错误也是AI的杰作吗,😂","listText":"是Ilya 正是Ilay, 这种错误也是AI的杰作吗,😂","text":"是Ilya 正是Ilay, 这种错误也是AI的杰作吗,😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306114774679552","repostId":"2435685683","repostType":4,"repost":{"id":"2435685683","kind":"news","pubTimestamp":1715767536,"share":"https://www.laohu8.com/m/news/2435685683?lang=&edition=full","pubTime":"2024-05-15 18:05","market":"us","language":"zh","title":"Open AI宫斗终章:首席科学家Ilya与关键盟友一同辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=2435685683","media":"常嘉帅","summary":"而Altman可能用ChatGPT写了一则告别推文“欢送”。","content":"<html><head></head><body><blockquote><p><strong>而Altman可能用ChatGPT写了一则告别推文“欢送”。</strong></p></blockquote><p>去年曾震动整个AI圈、一度几乎导致OpenAI分崩离析的宫斗事件,历时半年后终于尘埃落定。</p><p>北京时间5月15日,曾在宫斗事件中参与解聘CEO Sam Altman的OpenAI首席科学家Ilya Sutskever发推告别,宣布将离开OpenAI。</p><h2 id=\"id_1552391817\">Ilya与其重要副手一同离职</h2><p>Ilya在告别推文中写道:</p><blockquote><p>在这里工作近十年后,我决定离开OpenAI,公司的发展历程堪称奇迹,我相信OpenAI将打造出既安全又有益的AGI。</p></blockquote><p>他还表示,自己会投身对他个人而言“意义非凡”的新项目,具体信息会在合适的时机披露。</p><p>此外,Ilya的重要副手、他领导的OpenAI超对齐团队(Superalignment,旨在确保AI应用安全性)的另一位高管Jan Leike也一同离职。</p><p>CEO Sam Altman写长推文回应道:</p><blockquote><p>Ilay和OpenAI即将分道扬镳。Ilay是我们这一代最聪明的人之一,是人工智能领域的指路明灯,也是我们的挚友。他的才华和远见众所周知;他的热情和同情心则鲜有人知,但同样重要。</p><p>没有他,就没有现在的OpenAI。现在他要去做一些对他个人意义重大的事情,我永远感激他在OpenAI所做的一切,并致力于完成我们共同开始的使命。我很高兴,在这么长的时间里,我能够接近这样一位真正杰出的天才,这样一位专注于为人类创造美<a href=\"https://laohu8.com/S/TAL\">好未来</a>的人。</p><p>JaKub将成为我们新的首席科学家。他也是我们这一代人中最聪明的人之一;我很高兴他能接过接力棒。他曾主导过OpenAI许多最重要的项目,我非常有信心,他将带领我们快速、安全地完成使命,确保AGI造福每一个人。</p></blockquote><p>随后,他还转发了Ilya发布的OpenAI高管合照,并配文:感受今天的AGI。</p><p>(左起:新任首席科学家Jakub Pachocki,总裁Greg Brockman,前首席科学家Ilya Sutskever,CEO Sam Altman,CTO Mira Murati)</p><p>不过,网友对OpenAI管理层展现出来的温情戏码似乎并不买账,有火眼金睛的网友评论说,<strong>Sam Altman的推文是用ChatGPT写的,因为Altman平时发推从来不会首字母大写(比如上面的“feeling the AGI today”),而且这条长推的措辞也很有AI味儿。</strong></p><p>还有人让ChatGPT写了一条高度相似的推文。</p><p>公开资料显示,Ilya的继任者Jakub Pachocki毕业于卡内基梅隆大学理论计算机科学专业,曾在哈佛大学担任博士后,除了一段短暂的Meta实习经历外,<strong>其职业生涯内只有OpenAI一家公司</strong>,是公司少数没有硅谷从业经历的高管。</p><p>据OpenAI公告,Jakub领导了GPT-4和OpenAI Five的开发,以及大规模RL和深度学习优化方面的基础研究,“在将公司愿景重新聚焦于扩展深度学习系统方面发挥了重要作用”。</p><p>在Ilya和Jan Leike离职后,OpenAI联合创始人John Schulman将接管超对齐团队,确保AI模型的安全性。</p><h2 id=\"id_3747662167\">半年后宫斗尘埃落定 OpenAI高管动荡</h2><p>Ilya离职的消息距离OpenAI的宫斗大戏已经过去了近半年。</p><p>去年11月、身兼公司联合创始人、董事、首席科学家职位的Ilya据报道参与了导致Sam Altman的那场“政变”,支持董事会开除Altman。</p><p>吊诡的是,Altman被解雇后不久,Ilya又公开发推承认自己做错了:</p><blockquote><p>我对参与董事会的行动深表遗憾,我从未想过要伤害OpenAI。我热爱我们共同建立的一切,我会尽我所能让公司重新团结起来。</p></blockquote><p>Ilya也没有回到OpenAI新成立的董事会,经历了宫斗的高管们后来对此事避而不谈。在此次宣告自己将辞职之前,Ilya已经几个月没有任何动向,也没有出席OpenAI的各项活动。许多人都猜测他已经被排除在OpenAI高管核心圈子外。</p><p>Ilya被公认为深度学习和人工智能领域的顶尖科学家之一,他毕业于多伦多大学,师从AI教父、图灵奖得主Geoffrey Hinton,也被视为OpenAI早期能在AIGC领域占据主导地位的关键人物。</p><p>另据媒体报道,OpenAI最近还经历了其他高管的更替。今年2月,OpenAI的创始成员之一Andrej Karpathy离职。上周,OpenAI人事副总裁Diane Yoon以及非营利和战略主管Chris Clark也离开了公司。最近还有多名涉嫌透露消息给外界的“内鬼”也被OpenAI开除。</p></body></html>","source":"awtmt_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>Open AI宫斗终章:首席科学家Ilya与关键盟友一同辞职</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\">\nOpen AI宫斗终章:首席科学家Ilya与关键盟友一同辞职\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-15 18:05 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3714946?extract=1><strong>常嘉帅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>而Altman可能用ChatGPT写了一则告别推文“欢送”。去年曾震动整个AI圈、一度几乎导致OpenAI分崩离析的宫斗事件,历时半年后终于尘埃落定。北京时间5月15日,曾在宫斗事件中参与解聘CEO Sam Altman的OpenAI首席科学家Ilya Sutskever发推告别,宣布将离开OpenAI。Ilya与其重要副手一同离职Ilya在告别推文中写道:在这里工作近十年后,我决定离开...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3714946?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/586ed68644fe2f19c51f6574c4a581df","relate_stocks":{},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3714946?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435685683","content_text":"而Altman可能用ChatGPT写了一则告别推文“欢送”。去年曾震动整个AI圈、一度几乎导致OpenAI分崩离析的宫斗事件,历时半年后终于尘埃落定。北京时间5月15日,曾在宫斗事件中参与解聘CEO Sam Altman的OpenAI首席科学家Ilya Sutskever发推告别,宣布将离开OpenAI。Ilya与其重要副手一同离职Ilya在告别推文中写道:在这里工作近十年后,我决定离开OpenAI,公司的发展历程堪称奇迹,我相信OpenAI将打造出既安全又有益的AGI。他还表示,自己会投身对他个人而言“意义非凡”的新项目,具体信息会在合适的时机披露。此外,Ilya的重要副手、他领导的OpenAI超对齐团队(Superalignment,旨在确保AI应用安全性)的另一位高管Jan Leike也一同离职。CEO Sam Altman写长推文回应道:Ilay和OpenAI即将分道扬镳。Ilay是我们这一代最聪明的人之一,是人工智能领域的指路明灯,也是我们的挚友。他的才华和远见众所周知;他的热情和同情心则鲜有人知,但同样重要。没有他,就没有现在的OpenAI。现在他要去做一些对他个人意义重大的事情,我永远感激他在OpenAI所做的一切,并致力于完成我们共同开始的使命。我很高兴,在这么长的时间里,我能够接近这样一位真正杰出的天才,这样一位专注于为人类创造美好未来的人。JaKub将成为我们新的首席科学家。他也是我们这一代人中最聪明的人之一;我很高兴他能接过接力棒。他曾主导过OpenAI许多最重要的项目,我非常有信心,他将带领我们快速、安全地完成使命,确保AGI造福每一个人。随后,他还转发了Ilya发布的OpenAI高管合照,并配文:感受今天的AGI。(左起:新任首席科学家Jakub Pachocki,总裁Greg Brockman,前首席科学家Ilya Sutskever,CEO Sam Altman,CTO Mira Murati)不过,网友对OpenAI管理层展现出来的温情戏码似乎并不买账,有火眼金睛的网友评论说,Sam Altman的推文是用ChatGPT写的,因为Altman平时发推从来不会首字母大写(比如上面的“feeling the AGI today”),而且这条长推的措辞也很有AI味儿。还有人让ChatGPT写了一条高度相似的推文。公开资料显示,Ilya的继任者Jakub Pachocki毕业于卡内基梅隆大学理论计算机科学专业,曾在哈佛大学担任博士后,除了一段短暂的Meta实习经历外,其职业生涯内只有OpenAI一家公司,是公司少数没有硅谷从业经历的高管。据OpenAI公告,Jakub领导了GPT-4和OpenAI Five的开发,以及大规模RL和深度学习优化方面的基础研究,“在将公司愿景重新聚焦于扩展深度学习系统方面发挥了重要作用”。在Ilya和Jan Leike离职后,OpenAI联合创始人John Schulman将接管超对齐团队,确保AI模型的安全性。半年后宫斗尘埃落定 OpenAI高管动荡Ilya离职的消息距离OpenAI的宫斗大戏已经过去了近半年。去年11月、身兼公司联合创始人、董事、首席科学家职位的Ilya据报道参与了导致Sam Altman的那场“政变”,支持董事会开除Altman。吊诡的是,Altman被解雇后不久,Ilya又公开发推承认自己做错了:我对参与董事会的行动深表遗憾,我从未想过要伤害OpenAI。我热爱我们共同建立的一切,我会尽我所能让公司重新团结起来。Ilya也没有回到OpenAI新成立的董事会,经历了宫斗的高管们后来对此事避而不谈。在此次宣告自己将辞职之前,Ilya已经几个月没有任何动向,也没有出席OpenAI的各项活动。许多人都猜测他已经被排除在OpenAI高管核心圈子外。Ilya被公认为深度学习和人工智能领域的顶尖科学家之一,他毕业于多伦多大学,师从AI教父、图灵奖得主Geoffrey Hinton,也被视为OpenAI早期能在AIGC领域占据主导地位的关键人物。另据媒体报道,OpenAI最近还经历了其他高管的更替。今年2月,OpenAI的创始成员之一Andrej Karpathy离职。上周,OpenAI人事副总裁Diane Yoon以及非营利和战略主管Chris Clark也离开了公司。最近还有多名涉嫌透露消息给外界的“内鬼”也被OpenAI开除。","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291643184062696,"gmtCreate":1712227917421,"gmtModify":1712227921705,"author":{"id":"4143358211823260","authorId":"4143358211823260","name":"马斯克是人类天才","avatar":"https://static.tigerbbs.com/14a687e72f77b56572d807cac20f65b2","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143358211823260","authorIdStr":"4143358211823260"},"themes":[],"htmlText":"年营业额540亿,其中代工亏70亿,怎么估?","listText":"年营业额540亿,其中代工亏70亿,怎么估?","text":"年营业额540亿,其中代工亏70亿,怎么估?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291643184062696","repostId":"1139762383","repostType":2,"repost":{"id":"1139762383","kind":"news","pubTimestamp":1712221805,"share":"https://www.laohu8.com/m/news/1139762383?lang=&edition=full","pubTime":"2024-04-04 17:10","market":"us","language":"zh","title":"一年亏损70亿,英特尔代工芯片不容易","url":"https://stock-news.laohu8.com/highlight/detail?id=1139762383","media":"镁客网","summary":"三年来,英特尔不断强调着代工战略的重要性,并不断完善该计划的实现路径。当地时间4月2日,英特尔披露其代工业务运营亏损继续加深。英特尔表示,该部门2023年的运营亏损为70亿美元,比前一年的52亿美元运营亏损更大。为了加强晶圆代工业务,英特尔尝试收购以色列晶圆代工高塔半导体以及全球四大晶圆代工厂格芯,但最终因为未获中国同意而以失败告终。靠着一个390亿美元的《芯片法案》补贴,位于美国本土的英特尔成了最大赢家。","content":"<html><head></head><body><blockquote><p>芯片巨头也有判断失误的时候。</p></blockquote><p style=\"text-align: justify;\">3年前,新上任的<strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO基辛格</strong>推出了雄心勃勃的<strong>IDM 2.0代工战略</strong>,他们的目标是在2030年成为全球第二大晶圆代工厂。</p><p style=\"text-align: justify;\">当时,<a href=\"https://laohu8.com/S/TSM\">台积电</a>手握着全球晶圆代工近一半的业务,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>市占率大约10%,留给其它晶圆代工厂的份额所剩无几。</p><p style=\"text-align: justify;\">作为一家老牌IDM企业(企业自行设计芯片、生产、封装和测试),英特尔拥有芯片设计公司不具备的制造能力。</p><p style=\"text-align: justify;\"><strong>因此在面临芯片行业竞争升级的局面时,基辛格选择大力投资建设晶圆厂</strong>,并推出了一个激进的目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4096584974957655239e587b3bf410\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">三年来,英特尔不断强调着代工战略的重要性,并不断完善该计划的实现路径。</p><p style=\"text-align: justify;\">而在外部,美国政府推出的芯片补贴计划,也在为英特尔的代工战略添砖加瓦。</p><p style=\"text-align: justify;\"><strong>但在全球十大晶圆代工厂榜单里,英特尔很难能挤进前十</strong>,并且该部门的亏损数额也越来越大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fad6e5dc15aa52b2f4ae069fab5dfa6\" alt=\"\" title=\"\" tg-width=\"627\" tg-height=\"453\"/></p><p style=\"text-align: justify;\">当地时间4月2日,英特尔披露其代工业务运营亏损继续加深。</p><p style=\"text-align: justify;\">英特尔表示,<strong>该部门2023年的运营亏损为70亿美元</strong>,比前一年的52亿美元运营亏损更大。</p><p style=\"text-align: justify;\">距离最终目标还有六年,为什么英特尔代工业务连起步都这么困难?</p><p><strong>重启代工计划3年,英特尔做了什么?</strong></p><p style=\"text-align: justify;\">与股价冲天的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>相比,曾经的芯片巨头英特尔仿佛已经顶到了天花板。即使与AMD相比,英特尔依然处于下风。</p><p style=\"text-align: justify;\">如果从营业收入这个角度出发,英特尔在过去4年里依次为778.67亿元、790.24亿元、630.54亿元以及542.28亿元。</p><p style=\"text-align: justify;\">若再加上营业成本的话,<strong>英特尔的营收毛利以及净利润可谓逐年倒退</strong>。</p><p style=\"text-align: justify;\">从英特尔公布的年报来看,当前最大的收入来自于客户计算业务和数据中心AI业务,收入占比达到80%,而基辛格大力推进的晶圆代工服务依然属于“<strong>边缘业务</strong>”。</p><p style=\"text-align: justify;\">其实这里出现了一个问题,即基辛格推动IDM2.0的最初目的,希望将芯片生产独立运营出来,在全球芯片产能紧张的前提下,为业界来增加营收,同时减弱整个产业链对于亚洲代工的依赖。</p><p style=\"text-align: justify;\">但经过三年时间发展,IDM2.0不仅没有带来该有的收益,甚至亏损数额越来越大。</p><p style=\"text-align: justify;\">其实当我们将基辛格三年前的演讲与现在的计划对比后就可以发现,<strong>英特尔代工业务的重心已经越来越偏向追求先进制程,而不是追求收入</strong>。</p><p style=\"text-align: justify;\">那么英特尔目前的实力究竟能不能撑得起先进制程的需求呢?目前还要打个问号。</p><p style=\"text-align: justify;\">一直以来,业内都批评英特尔是一家躺平的“牙膏厂”。在近几年AMD、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等厂商的围攻之下,英特尔处理器虽然性能依然出色,但再也不能安心“挤牙膏”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c0a8e904fea57e296baa0b8b2ee1782\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"480\"/></p><p style=\"text-align: justify;\">正是如此,IDM2.0的推出希望从内部将先进工艺节点推向7nm、5nm乃至3nm,同时将14nm和10nm厂房逐步转变为晶圆代工业务。</p><p style=\"text-align: justify;\">但不过有业内人士表示,英特尔在推进新工艺的同时,却忽视了EUV光刻机的重要性。之前有消息称,英特尔取消或者推迟了ASML EUV光刻机的订单,而台积电和三星几乎抢下了所有ASML的产能。</p><p style=\"text-align: justify;\"><strong>就在昨晚的演讲中,基辛格也承认了制造业务因错误决定而受到拖累</strong>,包括一年前反对使用ASML的EUV光刻机,主要原因在于这些机器的成本超高,成本效益低于英特尔已有的芯片制造工具。</p><p style=\"text-align: justify;\">而代价是,<strong>英特尔不得不将约三成的晶圆生产外包给包括台积电在内的其他代工厂,自己非但没赚到钱,还将到手的客户送给了竞争对手</strong>。</p><p style=\"text-align: justify;\">除了对于EUV出现误判造成了巨额亏损以外。英特尔在短期目标上也找错了对手。</p><p style=\"text-align: justify;\">前面说到,英特尔代工的目标,是在2030年成为仅次于台积电的全球第二大代工厂,因此直接的竞争对手就是另一家IDM同行三星。</p><p style=\"text-align: justify;\">然而芯片代工是一个高度集中的寡头市场,台积电与三星两家企业占据过七成的市场份额,剩下的老牌代工厂瓜分其他份额。</p><p style=\"text-align: justify;\">为了加强晶圆代工业务,英特尔尝试收购以色列晶圆代工高塔半导体以及全球四大晶圆代工厂格芯(该交易遭到双方否认),但最终因为未获中国同意而以失败告终。</p><p style=\"text-align: justify;\"><strong>这次合作的终止也再次体现芯片代工行业竞争残酷,英特尔想要改变晶圆代工市场的格局,最终还是要落在先进制程的突破上</strong>。</p><p style=\"text-align: justify;\">从最新的进展来看,英特尔已经成功拿下ASML新一代的高数值孔径(High-NA)EUV光刻机EXE:5000系列,而台积电和三星更倾向于采用低成本的成熟技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2d7c1959715f4c65bbd0eef352e8a03\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">同时,英特尔还展示了14A(1.4nm)工艺,试图从工艺上反超台积电。</p><p style=\"text-align: justify;\">如果说过去三年里英特尔用大额亏损作为走了不少弯路,那么全力冲刺先进制程之后,英特尔能否打动客户呢?</p><p><strong>再迎“百亿补贴”,英特尔不能再躺平</strong></p><p style=\"text-align: justify;\">虽然英特尔亏损得多,但好消息是美国政府的补贴同样很多。</p><p style=\"text-align: justify;\">靠着一个390亿美元的《芯片法案》补贴,位于美国本土的英特尔成了最大赢家。</p><p style=\"text-align: justify;\">据悉,英特尔最初可以获得一笔为期3年的35亿美元拨款,而美国政府最终可以为其送出近200亿美元的“大礼包”,包括85亿美元资助和110亿美元贷款担保。</p><p style=\"text-align: justify;\">这笔资金将用于支持英特尔在美国四个州的芯片工厂建设,而该公司计划在五年内投资超过1000亿美元。</p><p style=\"text-align: justify;\">事实上,美国政府的补贴对于其他半导体企业的补贴,同样是为英特尔的代工事业打牢基础——这些供应商形成产业聚集地之后,可以大幅降低英特尔的生产成本。</p><p style=\"text-align: justify;\">不过就目前的进度来看,台积电依然掌握着1nm-2nm制程节点的主动权,并且可以靠着高额的投入保证其良品率。</p><p style=\"text-align: justify;\"><strong>相比之下,初来乍到的英特尔还不能完全放下核心业务,如此烧钱的制程产线,英特尔恐怕还要继续亏损</strong>。</p></body></html>","source":"lsy1601366266671","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>一年亏损70亿,英特尔代工芯片不容易</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一年亏损70亿,英特尔代工芯片不容易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 17:10 北京时间 <a href=https://mp.weixin.qq.com/s/5ERurvOaczHshgwWxFKVFg><strong>镁客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片巨头也有判断失误的时候。3年前,新上任的英特尔CEO基辛格推出了雄心勃勃的IDM 2.0代工战略,他们的目标是在2030年成为全球第二大晶圆代工厂。当时,台积电手握着全球晶圆代工近一半的业务,三星市占率大约10%,留给其它晶圆代工厂的份额所剩无几。作为一家老牌IDM企业(企业自行设计芯片、生产、封装和测试),英特尔拥有芯片设计公司不具备的制造能力。因此在面临芯片行业竞争升级的局面时,基辛格选择...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/5ERurvOaczHshgwWxFKVFg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44c51d943efd1ec0c5e87d832366e4e0","relate_stocks":{"BK4579":"人工智能","INTC":"英特尔","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4141":"半导体产品","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4529":"IDC概念"},"source_url":"https://mp.weixin.qq.com/s/5ERurvOaczHshgwWxFKVFg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139762383","content_text":"芯片巨头也有判断失误的时候。3年前,新上任的英特尔CEO基辛格推出了雄心勃勃的IDM 2.0代工战略,他们的目标是在2030年成为全球第二大晶圆代工厂。当时,台积电手握着全球晶圆代工近一半的业务,三星市占率大约10%,留给其它晶圆代工厂的份额所剩无几。作为一家老牌IDM企业(企业自行设计芯片、生产、封装和测试),英特尔拥有芯片设计公司不具备的制造能力。因此在面临芯片行业竞争升级的局面时,基辛格选择大力投资建设晶圆厂,并推出了一个激进的目标。三年来,英特尔不断强调着代工战略的重要性,并不断完善该计划的实现路径。而在外部,美国政府推出的芯片补贴计划,也在为英特尔的代工战略添砖加瓦。但在全球十大晶圆代工厂榜单里,英特尔很难能挤进前十,并且该部门的亏损数额也越来越大。当地时间4月2日,英特尔披露其代工业务运营亏损继续加深。英特尔表示,该部门2023年的运营亏损为70亿美元,比前一年的52亿美元运营亏损更大。距离最终目标还有六年,为什么英特尔代工业务连起步都这么困难?重启代工计划3年,英特尔做了什么?与股价冲天的英伟达相比,曾经的芯片巨头英特尔仿佛已经顶到了天花板。即使与AMD相比,英特尔依然处于下风。如果从营业收入这个角度出发,英特尔在过去4年里依次为778.67亿元、790.24亿元、630.54亿元以及542.28亿元。若再加上营业成本的话,英特尔的营收毛利以及净利润可谓逐年倒退。从英特尔公布的年报来看,当前最大的收入来自于客户计算业务和数据中心AI业务,收入占比达到80%,而基辛格大力推进的晶圆代工服务依然属于“边缘业务”。其实这里出现了一个问题,即基辛格推动IDM2.0的最初目的,希望将芯片生产独立运营出来,在全球芯片产能紧张的前提下,为业界来增加营收,同时减弱整个产业链对于亚洲代工的依赖。但经过三年时间发展,IDM2.0不仅没有带来该有的收益,甚至亏损数额越来越大。其实当我们将基辛格三年前的演讲与现在的计划对比后就可以发现,英特尔代工业务的重心已经越来越偏向追求先进制程,而不是追求收入。那么英特尔目前的实力究竟能不能撑得起先进制程的需求呢?目前还要打个问号。一直以来,业内都批评英特尔是一家躺平的“牙膏厂”。在近几年AMD、苹果等厂商的围攻之下,英特尔处理器虽然性能依然出色,但再也不能安心“挤牙膏”。正是如此,IDM2.0的推出希望从内部将先进工艺节点推向7nm、5nm乃至3nm,同时将14nm和10nm厂房逐步转变为晶圆代工业务。但不过有业内人士表示,英特尔在推进新工艺的同时,却忽视了EUV光刻机的重要性。之前有消息称,英特尔取消或者推迟了ASML EUV光刻机的订单,而台积电和三星几乎抢下了所有ASML的产能。就在昨晚的演讲中,基辛格也承认了制造业务因错误决定而受到拖累,包括一年前反对使用ASML的EUV光刻机,主要原因在于这些机器的成本超高,成本效益低于英特尔已有的芯片制造工具。而代价是,英特尔不得不将约三成的晶圆生产外包给包括台积电在内的其他代工厂,自己非但没赚到钱,还将到手的客户送给了竞争对手。除了对于EUV出现误判造成了巨额亏损以外。英特尔在短期目标上也找错了对手。前面说到,英特尔代工的目标,是在2030年成为仅次于台积电的全球第二大代工厂,因此直接的竞争对手就是另一家IDM同行三星。然而芯片代工是一个高度集中的寡头市场,台积电与三星两家企业占据过七成的市场份额,剩下的老牌代工厂瓜分其他份额。为了加强晶圆代工业务,英特尔尝试收购以色列晶圆代工高塔半导体以及全球四大晶圆代工厂格芯(该交易遭到双方否认),但最终因为未获中国同意而以失败告终。这次合作的终止也再次体现芯片代工行业竞争残酷,英特尔想要改变晶圆代工市场的格局,最终还是要落在先进制程的突破上。从最新的进展来看,英特尔已经成功拿下ASML新一代的高数值孔径(High-NA)EUV光刻机EXE:5000系列,而台积电和三星更倾向于采用低成本的成熟技术。同时,英特尔还展示了14A(1.4nm)工艺,试图从工艺上反超台积电。如果说过去三年里英特尔用大额亏损作为走了不少弯路,那么全力冲刺先进制程之后,英特尔能否打动客户呢?再迎“百亿补贴”,英特尔不能再躺平虽然英特尔亏损得多,但好消息是美国政府的补贴同样很多。靠着一个390亿美元的《芯片法案》补贴,位于美国本土的英特尔成了最大赢家。据悉,英特尔最初可以获得一笔为期3年的35亿美元拨款,而美国政府最终可以为其送出近200亿美元的“大礼包”,包括85亿美元资助和110亿美元贷款担保。这笔资金将用于支持英特尔在美国四个州的芯片工厂建设,而该公司计划在五年内投资超过1000亿美元。事实上,美国政府的补贴对于其他半导体企业的补贴,同样是为英特尔的代工事业打牢基础——这些供应商形成产业聚集地之后,可以大幅降低英特尔的生产成本。不过就目前的进度来看,台积电依然掌握着1nm-2nm制程节点的主动权,并且可以靠着高额的投入保证其良品率。相比之下,初来乍到的英特尔还不能完全放下核心业务,如此烧钱的制程产线,英特尔恐怕还要继续亏损。","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286334685147312,"gmtCreate":1710933485316,"gmtModify":1710935928709,"author":{"id":"4143358211823260","authorId":"4143358211823260","name":"马斯克是人类天才","avatar":"https://static.tigerbbs.com/14a687e72f77b56572d807cac20f65b2","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143358211823260","authorIdStr":"4143358211823260"},"themes":[],"htmlText":"如果股价不这么跌跌跌,可能未必涨吧[流泪] 现在倒好,不仅割了股民的韭莱,还再割一茬车主的,够狠","listText":"如果股价不这么跌跌跌,可能未必涨吧[流泪] 现在倒好,不仅割了股民的韭莱,还再割一茬车主的,够狠","text":"如果股价不这么跌跌跌,可能未必涨吧[流泪] 现在倒好,不仅割了股民的韭莱,还再割一茬车主的,够狠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286334685147312","repostId":"1179769544","repostType":2,"repost":{"id":"1179769544","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1710899249,"share":"https://www.laohu8.com/m/news/1179769544?lang=&edition=full","pubTime":"2024-03-20 09:47","market":"us","language":"zh","title":"特斯拉国产Model Y将于4月1日调价,涨幅5000元","url":"https://stock-news.laohu8.com/highlight/detail?id=1179769544","media":"老虎资讯综合","summary":"3月20日,从$特斯拉(TSLA)$中国内部获悉,特斯拉即将在4月1日官方涨价,Model Y车型售价调高5000元人民币;同时,现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。日前,特斯拉北美和欧洲市场已经官宣,当前全球销量第一的车型特斯拉Model Y,将于4月1日起分别涨价1000美元和2000欧元。","content":"<html><head></head><body><p>3月20日,从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国内部获悉,特斯拉即将在4月1日官方涨价,Model Y车型售价调高5000元人民币;同时,现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。</p><p>日前,特斯拉北美和欧洲市场已经官宣,当前全球销量第一的车型特斯拉Model Y,将于4月1日起分别涨价1000美元和2000欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d21ed5fa6b7203ea3bb343f7ef2fd7f\" tg-width=\"750\" tg-height=\"500\"/></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>特斯拉国产Model Y将于4月1日调价,涨幅5000元</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特斯拉国产Model Y将于4月1日调价,涨幅5000元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-20 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月20日,从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国内部获悉,特斯拉即将在4月1日官方涨价,Model Y车型售价调高5000元人民币;同时,现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。</p><p>日前,特斯拉北美和欧洲市场已经官宣,当前全球销量第一的车型特斯拉Model Y,将于4月1日起分别涨价1000美元和2000欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d21ed5fa6b7203ea3bb343f7ef2fd7f\" tg-width=\"750\" tg-height=\"500\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18580ca3f755e258c81b6a3378320c21","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","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","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","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"Direxion 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Y,将于4月1日起分别涨价1000美元和2000欧元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272242637869240,"gmtCreate":1707469971941,"gmtModify":1707470483328,"author":{"id":"4143358211823260","authorId":"4143358211823260","name":"马斯克是人类天才","avatar":"https://static.tigerbbs.com/14a687e72f77b56572d807cac20f65b2","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143358211823260","authorIdStr":"4143358211823260"},"themes":[],"htmlText":"无津新手一枚,祝虎友“除夕”平安,新春发💰,多多指教 [抱拳] [抱拳] [抱拳]","listText":"无津新手一枚,祝虎友“除夕”平安,新春发💰,多多指教 [抱拳] [抱拳] [抱拳]","text":"无津新手一枚,祝虎友“除夕”平安,新春发💰,多多指教 [抱拳] [抱拳] 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