Aureliano
2023-01-13
$苹果(AAPL)$
苹果的问题就是没有问题,没有预期,没有概念。
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Pegasus__
2023-01-14
Pegasus__
xr也是概念吧
Pegasus__
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Aureliano
:
苹果不可能在车领域做得比特斯拉好。大模型,vr和车,苹果最有机会的还是vr。苹果定义硬件比定义软件强。车机惊艳并不能说明消费者会选择。
Aureliano
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Pegasus__
:
电动车从头积累已经很难了,没必要,苹果新车机已经很惊艳了,软硬一体是好策略,但不是全部自研才是出路,大厂也缺资源,这个资源就是时间。苹果自己收购了很多厂商,可以查查。
Pegasus__
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Aureliano
:
苹果要差异化领先,苹果要自研
Aureliano
:
苹果要啥?
Pegasus__
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Aureliano
:
lucid不错,但是苹果要的东西它给不了啊,lucid也就性能不错
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