$禾赛(HSAI)$_老虎社区_美港股上老虎

AI独角兽
2024-12-28

$禾赛(HSAI)$ 提醒一下韭菜们，车企给的定点不是合同，只是供应商的一个选择，未来多少台车上，上不上，还得看买车的消费者的选择。

同时，技术面上，激光雷达的未来前景一定是暗淡的。在恶劣天气下干扰严重甚至跟比摄像头还不如，特斯拉已经证明纯视觉可行，一旦技术门槛被华为、理想、小P们突破，车这个市场基本跟激光雷达说88。现在那些没有技术的长安们、长城们，未来只有放弃自研，拥抱华为、小P的ADAS零部件供应。没有车这个市场，规模断崖式下跌。

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雪球滚不大
·2024-12-28
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FSD入不了华，拭目以待吧，美国芯片禁运，国内数据又不能出口！
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- AI独角兽:
  特斯拉临港第二个专为FSD使用的数据中心已经完成设备入场，等着吧，不超过明年5月，最快明年Q1
  2024-12-28
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风的婚礼
·2024-12-30
自动驾驶最大的问题就是安全，纯视觉方案肯定不如视觉加激光雷达，马斯克不用纯粹是因为当年激光雷达太贵。
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AI独角兽
·2024-12-28
特斯拉临港第二个专为FSD使用的数据中心已经完成设备入场，等着吧，不超过明年5月，最快明年Q1
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AI独角兽
·2024-12-28
拐点就是明年特斯拉FSD入华，搅动国内华为、理想、小P们加速突破自己的自动驾驶技术，没有能力的长安们、长城们、上汽们或者慢慢被市场淘汰，良币驱逐劣币，或者积极拥抱华为求得一线生机
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修心一生
·2024-12-30
你是文科生吧！激光雷达就是在环境恶劣情况下比视觉更安全！有必要为了黑而无脑吗
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