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花农不种花

花农不种花

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IP属地：江苏

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花农不种花

04-25

真会扯淡，特斯拉大跌跟放弃廉价车有屁的关系，媒体报道后第二天马斯克不就辟谣了吗？特斯拉下跌主要原因是销量扑街，自动驾驶和机器人遥遥无期。

Ron Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”

花农不种花

04-24

$特斯拉(TSLA)$ 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。

花农不种花

04-24

$特斯拉(TSLA)$ 影子都没有见到，这就年底能生产新车型了？

花农不种花

04-23

$特斯拉(TSLA)$ 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？

花农不种花

04-23

$特斯拉(TSLA)$ 有人在赌马斯克明天放大招？他没招可放。

花农不种花

04-22

$特斯拉(TSLA)$ 股价离100不远了

花农不种花

04-22

$英伟达(NVDA)$ 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。

花农不种花

04-10

你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。$特斯拉(TSLA)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $英伟达(NVDA)$

特斯拉又搞了一个 unbox 技术，这次又打算降价多少？

花农不种花

04-09

$特斯拉(TSLA)$ 当FSD成熟并投入应用时，特斯拉应该被重新定价。前段时间看空、做空，从昨天开始已经空翻多。

花农不种花

04-08

$特斯拉(TSLA)$ 我转多了

花农不种花

04-02

特斯拉销量与去年同期基本持平

乘联会：特斯拉中国3月批发销量89064辆

花农不种花

04-01

$特斯拉(TSLA)$ 看跌到100美元，跌跌跌！

花农不种花

04-01

抵制特斯拉！

特斯拉中国Model Y全系涨价5000元

花农不种花

03-28

卖的还没我的多，这也能拿出来说？[捂脸]

Director John Dabiri Sells Shares of NVIDIA Corp (NVDA)

花农不种花

03-26

$特斯拉(TSLA)$ 空！继续空哦！

花农不种花

03-19

$英伟达(NVDA)$ 华尔街狂徒太嚣张

花农不种花

03-18

$特斯拉(TSLA)$ 继续干特斯拉，把木头姐搞哭！

花农不种花

03-14

$SoundHound AI Inc(SOUN)$ 持有一万股，等它翻十倍。

花农不种花

03-14

这个傻木头！

高喊特斯拉能涨1140%！“木头姐”的自信从哪来？

花农不种花

03-14

$特斯拉(TSLA)$ 看样子做空期权还是卖早了，少赚至少一万美金。

去老虎APP查看更多动态

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Earlier this month, Tesla (TSLA) backed down from announcing a $25,000 Model 2 car.</p> <p>But Baron believes that within 10 to 15 years, all cars are going to be electric. The hybrid car trend, he added, “is sort of holding off action so the automobile companies don’t have to lose money on the electric cars,” and said those are too expensive and not effective enough. </p> <p>Also, he said that the reason why the stock is down (-33.65% year-to-date) is that people were concerned that Tesla’s CEO Elon Musk would abandon the idea of having a low-cost car, but he is not. Tesla has the capacity to make 3 million low-cost cars a year, he said.</p> <p>In addition, Baron said SpaceX is going to make 20 times its gains over the next 15 years and four times over the next six or seven years.</p> <p>“Can it be too big? Sure,” he said. “But I do think that we're going to get a lot more money to manage. Therefore, it's going to get diluted down by the new money coming in. I’m always thinking about how large a position should be.”</p> <p>Baron Capital is managing about $3.5B in Tesla (TSLA) shares, he said.</p> <div> <h2>More on Tesla:</h2> <ul> <li>Tesla Is An AI Company That The Market Won't Reward For Now</li> <li>Tesla: Weak Q1 Report, But Cheaper Models Give Hope</li> <li>Tesla: Third Time's The Charm? (Technical Analysis)</li> <li>Tesla just had the strongest post-earnings open since Covid</li> <li>Biggest stock movers today: BA, TSLA, TXN, ENPH, and more</li> </ul> </div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ron Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”</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\">\nRon Baron: Tesla’s bottom is here now, Expect the stock to go up “huge”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Baron Capital Chairman and CEO Ron Baron said Tesla’s (NASDAQ:TSLA) stock is about to skyrocket, with it having hit a bottom now.  In a CNBC interview, the Tesla bull billionaire investor said that ...</p>\n\n<a href=\"https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/81543188/image_81543188.jpg","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","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","BK4588":"碎股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","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","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","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4511":"特斯拉概念","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","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4094216-ron-baron-teslas-bottom-is-here-now-expect-the-stock-to-go-up-huge","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430228025","content_text":"Baron Capital Chairman and CEO Ron Baron said Tesla’s (NASDAQ:TSLA) stock is about to skyrocket, with it having hit a bottom now.  In a CNBC interview, the Tesla bull billionaire investor said that the company’s future is in their Robotaxis and their promised affordable electric car.  On Tuesday, the company announced new models by 2025, including low-cost cars. Earlier this month, Tesla (TSLA) backed down from announcing a $25,000 Model 2 car. But Baron believes that within 10 to 15 years, all cars are going to be electric. The hybrid car trend, he added, “is sort of holding off action so the automobile companies don’t have to lose money on the electric cars,” and said those are too expensive and not effective enough.  Also, he said that the reason why the stock is down (-33.65% year-to-date) is that people were concerned that Tesla’s CEO Elon Musk would abandon the idea of having a low-cost car, but he is not. Tesla has the capacity to make 3 million low-cost cars a year, he said. In addition, Baron said SpaceX is going to make 20 times its gains over the next 15 years and four times over the next six or seven years. “Can it be too big? Sure,” he said. “But I do think that we're going to get a lot more money to manage. Therefore, it's going to get diluted down by the new money coming in. I’m always thinking about how large a position should be.” Baron Capital is managing about $3.5B in Tesla (TSLA) shares, he said.  More on Tesla:  Tesla Is An AI Company That The Market Won't Reward For Now Tesla: Weak Q1 Report, But Cheaper Models Give Hope Tesla: Third Time's The Charm? (Technical Analysis) Tesla just had the strongest post-earnings open since Covid Biggest stock movers today: BA, TSLA, TXN, ENPH, and more","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298506417938528,"gmtCreate":1713909973754,"gmtModify":1713911075644,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","text":"$特斯拉(TSLA)$ 低价车型即将到来，又多了一个等待的理由，今年销量加速扑街。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298506417938528","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298501068583072,"gmtCreate":1713908670074,"gmtModify":1713908671680,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 影子都没有见到，这就年底能生产新车型了？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 影子都没有见到，这就年底能生产新车型了？","text":"$特斯拉(TSLA)$ 影子都没有见到，这就年底能生产新车型了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298501068583072","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298396354384184,"gmtCreate":1713883201554,"gmtModify":1713883203088,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","text":"$特斯拉(TSLA)$ 今时不同往日，盘后不会有奇迹发生。大概率盘后再跌10%。以前马斯克是特斯拉的神，一句话就能拉动股价，打爆空头。然而，如今马斯克本人已经成为特斯拉难以切割的负资产，怎么可能还有那样的号召力？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298396354384184","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298388793508024,"gmtCreate":1713881319232,"gmtModify":1713881320474,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有人在赌马斯克明天放大招？他没招可放。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有人在赌马斯克明天放大招？他没招可放。","text":"$特斯拉(TSLA)$ 有人在赌马斯克明天放大招？他没招可放。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298388793508024","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297959797624968,"gmtCreate":1713772912702,"gmtModify":1713772913985,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 股价离100不远了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 股价离100不远了","text":"$特斯拉(TSLA)$ 股价离100不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297959797624968","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297958114939112,"gmtCreate":1713772415741,"gmtModify":1713772417232,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","text":"$英伟达(NVDA)$ 一片看衰之声，AI信仰这么容易就崩溃了？只有我还在坚信AI革命才刚刚开始吗？跟我一样坚守信仰的回个1吧，让我们不孤独。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/297958114939112","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MOT","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0},"content":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！","text":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！","html":"1 没AI老美没有啥支撑力了啊，现在美债都这样了，科技再掉链子就不对了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293652122173528,"gmtCreate":1712711940781,"gmtModify":1712716843965,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。$特斯拉(TSLA)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/293652122173528","repostId":"2426175730","repostType":2,"repost":{"id":"2426175730","pubTimestamp":1712678445,"share":"https://www.laohu8.com/m/news/2426175730?lang=&edition=full","pubTime":"2024-04-10 00:00","market":"hk","language":"zh","title":"特斯拉又搞了一个 unbox 技术，这次又打算降价多少？","url":"https://stock-news.laohu8.com/highlight/detail?id=2426175730","media":"差评","summary":"最近，特斯拉又开始整新活了，搞了个新技术叫做unbox ，不知道大伙儿听说了没有。换个说法就是，特斯拉可能又要降价了？但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。所以这个 unbox 也存在弊端。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。","content":"<html><body><p>你以为的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：<strong>尖端科技遥遥领先。</strong></p><p>实际上的特斯拉：<strong>在降本路上一路狂奔。</strong></p><p>最近，特斯拉又开始整新活了，搞了个新技术叫做<strong>unbox （ 拆箱 ）</strong>，不知道大伙儿听说了没有。</p><p>说是用了这种技术以后，<strong>生产成本可以降低一半，</strong>而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。</p><p><img src=\"https://x0.ifengimg.com/res/2024/CA32D0B311D1310EFF642A81AE73EC29292D3A5E_size17_w640_h390.jpg\"/></p><p>换个说法就是<strong>，特斯拉可能又要降价了</strong><strong>？</strong></p><p>诶？我怎么有种似曾相识的即视感。。。</p><p>当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。</p><p><img src=\"https://x0.ifengimg.com/res/2024/4007D8F14DA3D75873C8A1F7E7AC11BFF2E0A38F_size29_w483_h483.jpg\"/></p><p>其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。</p><p>一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。</p><p>但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。</p><p>脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？</p><p><img src=\"https://x0.ifengimg.com/res/2024/47A241FCED3178408C99D2A3F652CD40B0F5DB7A_size36_w640_h384.jpg\"/></p><p>不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。</p><p>以前传统的汽车组装工艺包含四个模块，<strong>冲压、焊接、涂装、总装。</strong></p><p>首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A841FDEC35E616C9B04E52EDC24DFDBC7A0723D1_size1168_w640_h314.gif\"/></p><p><strong>打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。</strong>这个面皮就是白车身，其他都需要在白车身的基础上才能进行。</p><p><strong>而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！</strong></p><p>啊？有谁家是这么包的？这不是更复杂了吗？</p><p><strong>确实更复杂了，但效率也更高了。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2024/819737F3B6764963A5C84B9D9AA420D2667A0F06_size684_w664_h354.gif\"/></p><p>比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/D2B5E461118DE1BA54C738713EF3CBDAFCA29E67_size557_w640_h340.gif\"/></p><p>所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？</p><p>其实要我说，颠覆是不至于的。<strong>技术没有绝对的好坏，只有合适与不合适。</strong></p><p>就像之前的<strong>一体式压铸工艺</strong>，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。</p><p><strong>所以这个 unbox 也存在弊端。</strong></p><p>首先，它最大的问题就是<strong>最后的组装工艺</strong>，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？</p><p><img src=\"https://x0.ifengimg.com/res/2024/74623D236C1BF72801E3B8A809DA570653DEF7FC_size445_w720_h850.png\"/></p><p>比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/2ACBE9742EF5880AD21B0F5C96400A88BBEF09D6_size24_w821_h298.jpg\"/></p><p>而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。</p><p>再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？</p><p>更别说在喷完漆以后，车身都会经过防腐保护处理，<strong>这时候焊接，防腐层就容易受到破坏，</strong>以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。</p><p>所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。</p><p><img src=\"https://x0.ifengimg.com/res/2024/F2966CDFC24CA90CDFFD33F5AE50A23857216E00_size70_w720_h417.jpg\"/></p><p>而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。</p><p>原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。</p><p>但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A14807C9501C0118BE600F99CD0E730CEA9C86D4_size208_w1024_h682.jpg\"/></p><p><strong>总之就是，吃力不一定讨好。</strong></p><p>那特斯拉为啥还要干这事儿呢？</p><p>有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。</p><p><img src=\"https://x0.ifengimg.com/res/2024/27F7C9F2423EA0A7CD32FB64941E3F293A212006_size23_w563_h236.jpg\"/></p><p>也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。</p><p>em.... 咱也说不好为什么。</p><p>但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。</p><p><img src=\"https://x0.ifengimg.com/res/2024/20CD217025644E9D973B2AAC82F732817036D784_size43_w833_h500.jpg\"/></p><p>总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。</p><p>在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，<strong>电车成本和价格都越做越低。</strong></p><p>通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。</p><p>正因如此，<strong>特斯拉需要一个能颠覆产业的全新技术，这就是 unbox </strong>。</p><p>那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。</p><p>至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是</p><p><strong>撰文</strong>：TC<strong> 编辑</strong>：脖子右拧 &amp; 面线 <strong>封面</strong>：子曰</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>特斯拉又搞了一个 unbox 技术，这次又打算降价多少？</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特斯拉又搞了一个 unbox 技术，这次又打算降价多少？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8YeTgnrlt9T><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为的特斯拉：尖端科技遥遥领先。实际上的特斯拉：在降本路上一路狂奔。最近，特斯拉又开始整新活了，搞了个新技术叫做unbox （ 拆箱 ），不知道大伙儿听说了没有。说是用了这种技术以后，生产成本可以降低一半，而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我...</p>\n\n<a href=\"https://tech.ifeng.com/c/8YeTgnrlt9T\">Web 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","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED 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ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","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","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","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","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://tech.ifeng.com/c/8YeTgnrlt9T","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426175730","content_text":"你以为的特斯拉：尖端科技遥遥领先。实际上的特斯拉：在降本路上一路狂奔。最近，特斯拉又开始整新活了，搞了个新技术叫做unbox （ 拆箱 ），不知道大伙儿听说了没有。说是用了这种技术以后，生产成本可以降低一半，而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。以前传统的汽车组装工艺包含四个模块，冲压、焊接、涂装、总装。首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。这个面皮就是白车身，其他都需要在白车身的基础上才能进行。而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！啊？有谁家是这么包的？这不是更复杂了吗？确实更复杂了，但效率也更高了。比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？其实要我说，颠覆是不至于的。技术没有绝对的好坏，只有合适与不合适。就像之前的一体式压铸工艺，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。所以这个 unbox 也存在弊端。首先，它最大的问题就是最后的组装工艺，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？更别说在喷完漆以后，车身都会经过防腐保护处理，这时候焊接，防腐层就容易受到破坏，以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。总之就是，吃力不一定讨好。那特斯拉为啥还要干这事儿呢？有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。em.... 咱也说不好为什么。但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，电车成本和价格都越做越低。通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是撰文：TC 编辑：脖子右拧 & 面线 封面：子曰","news_type":1},"isVote":1,"tweetType":1,"viewCount":9490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","text":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","html":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293424546586744,"gmtCreate":1712656378845,"gmtModify":1712656380040,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 当FSD成熟并投入应用时，特斯拉应该被重新定价。前段时间看空、做空，从昨天开始已经空翻多。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 当FSD成熟并投入应用时，特斯拉应该被重新定价。前段时间看空、做空，从昨天开始已经空翻多。","text":"$特斯拉(TSLA)$ 当FSD成熟并投入应用时，特斯拉应该被重新定价。前段时间看空、做空，从昨天开始已经空翻多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293424546586744","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293121128075456,"gmtCreate":1712582305519,"gmtModify":1712582306786,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 我转多了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 我转多了","text":"$特斯拉(TSLA)$ 我转多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293121128075456","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290902780002496,"gmtCreate":1712047147797,"gmtModify":1712047149554,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"特斯拉销量与去年同期基本持平","listText":"特斯拉销量与去年同期基本持平","text":"特斯拉销量与去年同期基本持平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290902780002496","repostId":"1140330561","repostType":2,"repost":{"id":"1140330561","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":1712046826,"share":"https://www.laohu8.com/m/news/1140330561?lang=&edition=full","pubTime":"2024-04-02 16:33","market":"hk","language":"zh","title":"乘联会：特斯拉中国3月批发销量89064辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1140330561","media":"老虎资讯综合","summary":"4月2日，乘联会：预估2024年3月全国新能源乘用车厂商批发销量82万辆，同比增长33%，环比增长84%。比亚迪三月份销售了301631辆汽车；特斯拉中国三月份销售了89,064辆汽车。","content":"<html><head></head><body><p>4月2日，乘联会发文称，今年3月有21个工作日，相对2023年3月份的23个工作日少了2天。由于春节假期后的各行各业快速转入正常运作，因此3月乘用车的环比产销增长较为迅猛。乘用车行业运行总体较谨慎。近期新能源领军企业的市场优势持续扩大，市场分化加剧。</p><p>根据中国汽车流通协会汽车市场研究分会汇总的，全国乘用车市场2024年2月，新能源销量万辆以上的9家厂商，批发销量占总体新能源乘用车全月销量的76.5%，这些企业的3月预估销量为63万辆，按照上月结构占比预测，3月的全国新能源乘用车销量在82万辆左右。综合预估2024年3月全国新能源乘用车厂商批发销量82万辆，同比增长33%，环比增长84%。</p><p>乘联会披露3月乘用车主力厂商新能源批发销量，特斯拉中国三月份销售了89064辆汽车，比亚迪三月份销售了301631辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2872ebbe3acda487f174a0563fedb31e\" title=\"\" tg-width=\"829\" tg-height=\"1159\"/></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>乘联会：特斯拉中国3月批发销量89064辆</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\">\n乘联会：特斯拉中国3月批发销量89064辆\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\">2024-04-02 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日，乘联会发文称，今年3月有21个工作日，相对2023年3月份的23个工作日少了2天。由于春节假期后的各行各业快速转入正常运作，因此3月乘用车的环比产销增长较为迅猛。乘用车行业运行总体较谨慎。近期新能源领军企业的市场优势持续扩大，市场分化加剧。</p><p>根据中国汽车流通协会汽车市场研究分会汇总的，全国乘用车市场2024年2月，新能源销量万辆以上的9家厂商，批发销量占总体新能源乘用车全月销量的76.5%，这些企业的3月预估销量为63万辆，按照上月结构占比预测，3月的全国新能源乘用车销量在82万辆左右。综合预估2024年3月全国新能源乘用车厂商批发销量82万辆，同比增长33%，环比增长84%。</p><p>乘联会披露3月乘用车主力厂商新能源批发销量，特斯拉中国三月份销售了89064辆汽车，比亚迪三月份销售了301631辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2872ebbe3acda487f174a0563fedb31e\" title=\"\" tg-width=\"829\" tg-height=\"1159\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140330561","content_text":"4月2日，乘联会发文称，今年3月有21个工作日，相对2023年3月份的23个工作日少了2天。由于春节假期后的各行各业快速转入正常运作，因此3月乘用车的环比产销增长较为迅猛。乘用车行业运行总体较谨慎。近期新能源领军企业的市场优势持续扩大，市场分化加剧。根据中国汽车流通协会汽车市场研究分会汇总的，全国乘用车市场2024年2月，新能源销量万辆以上的9家厂商，批发销量占总体新能源乘用车全月销量的76.5%，这些企业的3月预估销量为63万辆，按照上月结构占比预测，3月的全国新能源乘用车销量在82万辆左右。综合预估2024年3月全国新能源乘用车厂商批发销量82万辆，同比增长33%，环比增长84%。乘联会披露3月乘用车主力厂商新能源批发销量，特斯拉中国三月份销售了89064辆汽车，比亚迪三月份销售了301631辆汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290500221198456,"gmtCreate":1711929439072,"gmtModify":1711943052587,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 看跌到100美元，跌跌跌！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 看跌到100美元，跌跌跌！","text":"$特斯拉(TSLA)$ 看跌到100美元，跌跌跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290500221198456","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290499479572704,"gmtCreate":1711929362327,"gmtModify":1711929364040,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"抵制特斯拉！","listText":"抵制特斯拉！","text":"抵制特斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290499479572704","repostId":"1114904733","repostType":2,"repost":{"id":"1114904733","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":1711928967,"share":"https://www.laohu8.com/m/news/1114904733?lang=&edition=full","pubTime":"2024-04-01 07:49","market":"us","language":"zh","title":"特斯拉中国Model Y全系涨价5000元","url":"https://stock-news.laohu8.com/highlight/detail?id=1114904733","media":"老虎资讯综合","summary":"4月1日，特斯拉中国将Model Y的价格调高至263,900元，将Model Y长续航版价格调高至304,900元，将Model Y高性能版的价格调高至368,900元，涨价幅度均为5000元。","content":"<html><head></head><body><p>4月1日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国官网显示，Model Y 后轮驱动版售价上调至263,900元，Model Y长续航版售价上调至304,900元，Model Y高性能版售价上调至368,900元，涨价幅度均为5000元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa741a407f9102440bbfe857ab0ded2\" tg-width=\"1788\" tg-height=\"970\"/></p><p></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>特斯拉中国Model Y全系涨价5000元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\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特斯拉中国Model Y全系涨价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\">2024-04-01 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月1日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国官网显示，Model Y 后轮驱动版售价上调至263,900元，Model Y长续航版售价上调至304,900元，Model Y高性能版售价上调至368,900元，涨价幅度均为5000元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa741a407f9102440bbfe857ab0ded2\" tg-width=\"1788\" tg-height=\"970\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","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","BK4551":"寇图资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","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","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","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","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","TSLA":"特斯拉","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114904733","content_text":"4月1日，特斯拉中国官网显示，Model Y 后轮驱动版售价上调至263,900元，Model Y长续航版售价上调至304,900元，Model Y高性能版售价上调至368,900元，涨价幅度均为5000元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289166351405368,"gmtCreate":1711607038684,"gmtModify":1711607040393,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"卖的还没我的多，这也能拿出来说？[捂脸]&nbsp;&nbsp;","listText":"卖的还没我的多，这也能拿出来说？[捂脸]&nbsp;&nbsp;","text":"卖的还没我的多，这也能拿出来说？[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289166351405368","repostId":"2422187708","repostType":2,"repost":{"id":"2422187708","pubTimestamp":1711604158,"share":"https://www.laohu8.com/m/news/2422187708?lang=&edition=full","pubTime":"2024-03-28 13:35","market":"us","language":"en","title":"Director John Dabiri Sells Shares of NVIDIA Corp (NVDA)","url":"https://stock-news.laohu8.com/highlight/detail?id=2422187708","media":"GuruFocus.com","summary":"John Dabiri, a director of NVIDIA Corp , has sold 128 shares of the company on March 25, 2024, according to a recent SEC filing. The transaction was executed at a price of $940 per share, resulting in a total sale amount of $120,320.GuruFocus has detected 6 Warning Signs with NVDA.NVIDIA Corp  is a global technology company known for its graphics processing units  for the gaming and professional markets, as well as its system on a chip units  for the mobile computing and automotive market. The company's GPU product brands include GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. NVIDIA's Tegra brand integrates an entire computer onto a single chip and incorporates GPUs to drive supercomputing for mobile gaming and entertainment devices, as well as autonomous robots, drones, and cars.Over the past year, John Dabiri has sold a total of 1,012 shares of NVIDIA Corp and has not made any p","content":"<html><body><p>John Dabiri, a director of NVIDIA Corp (NASDAQ:NVDA), has sold 128 shares of the company on March 25, 2024, according to a recent SEC filing. The transaction was executed at a price of $940 per share, resulting in a total sale amount of $120,320.</p>\n<ul>\n<li>Warning! GuruFocus has detected 6 Warning Signs with NVDA.</li>\n</ul>\n<p> NVIDIA Corp (NASDAQ:NVDA) is a global technology company known for its graphics processing units (GPUs) for the gaming and professional markets, as well as its system on a chip units (SoCs) for the mobile computing and automotive market. The company's GPU product brands include GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. NVIDIA's Tegra brand integrates an entire computer onto a single chip and incorporates GPUs to drive supercomputing for mobile gaming and entertainment devices, as well as autonomous robots, drones, and cars.</p>\n<p> Over the past year, John Dabiri has sold a total of 1,012 shares of NVIDIA Corp and has not made any purchases of the stock.</p>\n<p> The insider transaction history for NVIDIA Corp (NASDAQ:NVDA) indicates a trend of insider sales, with 46 insider sells and no insider buys over the past year.</p>\n<p> On the day of the insider's recent sale, shares of NVIDIA Corp were trading at $940, giving the company a market cap of approximately $2,256.25 billion. The price-earnings ratio of the company stands at 75.65, which is above the industry median of 31.31 and also above the company's historical median price-earnings ratio.</p>\n<p> With the current share price of $940 and a GuruFocus Value of $695.69, NVIDIA Corp has a price-to-GF-Value ratio of 1.35, indicating that the stock is considered Modestly Overvalued according to the GF Value metric.</p>\n<p> The GF Value is calculated based on historical trading multiples, a GuruFocus adjustment factor related to the company's past performance, and future business performance estimates provided by Morningstar analysts.</p>\n<img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/YC4z9Usd23pDitFFywpmfQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/ecc1ce4137214010090beac5f8adccd0\" width=\"550\"/>\n<img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/.FjnH03W5.WiK1RMgEG1lQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/6613516f3cc7fd9039ecc28d0aa41228\" width=\"550\"/>\n<p><em>This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.</em></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","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>Director John Dabiri Sells Shares of NVIDIA Corp (NVDA)</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\">\nDirector John Dabiri Sells Shares of NVIDIA Corp (NVDA)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/director-john-dabiri-sells-shares-053558241.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>John Dabiri, a director of NVIDIA Corp (NASDAQ:NVDA), has sold 128 shares of the company on March 25, 2024, according to a recent SEC filing. The transaction was executed at a price of $940 per share,...</p>\n\n<a href=\"https://finance.yahoo.com/news/director-john-dabiri-sells-shares-053558241.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/lKLZNdnUYzUX__1hHKSF9w--~B/aD01NDM7dz0xMjQyO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/us.finance.gurufocus/ecc1ce4137214010090beac5f8adccd0","relate_stocks":{"QID":"纳指两倍做空ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4534":"瑞士信贷持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","PSQ":"纳指反向ETF","BK4587":"ChatGPT概念","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","NVDA":"英伟达","QLD":"纳指两倍做多ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","BK4503":"景林资产持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0082616367.USD":"摩根大通美国科技A（dist）","SQQQ":"纳指三倍做空ETF","LU0080751232.USD":"富达环球多元动力基金A",".IXIC":"NASDAQ Composite","BK4581":"高盛持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4549":"软银资本持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/director-john-dabiri-sells-shares-053558241.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2422187708","content_text":"John Dabiri, a director of NVIDIA Corp (NASDAQ:NVDA), has sold 128 shares of the company on March 25, 2024, according to a recent SEC filing. The transaction was executed at a price of $940 per share, resulting in a total sale amount of $120,320.\n\nWarning! GuruFocus has detected 6 Warning Signs with NVDA.\n\n NVIDIA Corp (NASDAQ:NVDA) is a global technology company known for its graphics processing units (GPUs) for the gaming and professional markets, as well as its system on a chip units (SoCs) for the mobile computing and automotive market. The company's GPU product brands include GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. NVIDIA's Tegra brand integrates an entire computer onto a single chip and incorporates GPUs to drive supercomputing for mobile gaming and entertainment devices, as well as autonomous robots, drones, and cars.\n Over the past year, John Dabiri has sold a total of 1,012 shares of NVIDIA Corp and has not made any purchases of the stock.\n The insider transaction history for NVIDIA Corp (NASDAQ:NVDA) indicates a trend of insider sales, with 46 insider sells and no insider buys over the past year.\n On the day of the insider's recent sale, shares of NVIDIA Corp were trading at $940, giving the company a market cap of approximately $2,256.25 billion. The price-earnings ratio of the company stands at 75.65, which is above the industry median of 31.31 and also above the company's historical median price-earnings ratio.\n With the current share price of $940 and a GuruFocus Value of $695.69, NVIDIA Corp has a price-to-GF-Value ratio of 1.35, indicating that the stock is considered Modestly Overvalued according to the GF Value metric.\n The GF Value is calculated based on historical trading multiples, a GuruFocus adjustment factor related to the company's past performance, and future business performance estimates provided by Morningstar analysts.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288477850591432,"gmtCreate":1711461962672,"gmtModify":1711461964086,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>空！继续空哦！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>空！继续空哦！","text":"$特斯拉(TSLA)$ 空！继续空哦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288477850591432","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286069928046600,"gmtCreate":1710859613086,"gmtModify":1710859614395,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 华尔街狂徒太嚣张","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 华尔街狂徒太嚣张","text":"$英伟达(NVDA)$ 华尔街狂徒太嚣张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286069928046600","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285705066004712,"gmtCreate":1710770529746,"gmtModify":1710770530968,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续干特斯拉，把木头姐搞哭！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 继续干特斯拉，把木头姐搞哭！","text":"$特斯拉(TSLA)$ 继续干特斯拉，把木头姐搞哭！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/285705066004712","isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284157296148808,"gmtCreate":1710390685165,"gmtModify":1710399249734,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> 持有一万股，等它翻十倍。","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> 持有一万股，等它翻十倍。","text":"$SoundHound AI Inc(SOUN)$ 持有一万股，等它翻十倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284157296148808","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464639581754162","authorId":"3464639581754162","name":"T20211213724","avatar":"https://static.tigerbbs.com/c985ff0fc13dd49906e679f733dc7dd1","crmLevel":5,"crmLevelSwitch":0},"content":"那我买100股看热闹[贱笑]","text":"那我买100股看热闹[贱笑]","html":"那我买100股看热闹[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284155315429696,"gmtCreate":1710390199960,"gmtModify":1710392776703,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这个傻木头！","listText":"这个傻木头！","text":"这个傻木头！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284155315429696","repostId":"2419769737","repostType":2,"repost":{"id":"2419769737","pubTimestamp":1710387811,"share":"https://www.laohu8.com/m/news/2419769737?lang=&edition=full","pubTime":"2024-03-14 11:43","market":"hk","language":"zh","title":"高喊特斯拉能涨1140%！“木头姐”的自信从哪来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2419769737","media":"智通财经","summary":"特斯拉目前的股价较历史高点低57%。销售放缓和价格下跌导致特斯拉在2023年的收益大幅下降。每辆电动汽车销售的收入减少，导致特斯拉的毛利率从2022年的25.6%降至2023年的18.2%。这对投资者对特斯拉股票的估值有严重影响。其次，马斯克表示，特斯拉可能会考虑将其授权给其他汽车制造商。Ark预测，到2027年，特斯拉的股价将跃升至2000美元，这取决于该公司届时能创造1万亿美元的年收入。到2027年，特斯拉股价飙升1140%，达到2000美元的可能性似乎很低。","content":"<html><head></head><body><p>全球最大的科技巨头集团“壮丽七雄”去年的平均回报率为112%，其中<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的回报率最高，达到了惊人的239%。英伟达在2024年继续领跑，但相比之下，电动汽车巨头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股价正朝着相反的方向发展。特斯拉目前的股价较历史高点低57%。该公司正受到电动汽车销售放缓的影响，这迫使投资者调整对未来增长的预期。电动汽车是该公司收入的主要来源。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78f1926a332264c785e71c1bf3c80dfd\" tg-width=\"808\" tg-height=\"604\"/></p><p>但Ark Investment Management负责人、“木头姐”凯西·伍德(Cathie Wood)认为，特斯拉不仅仅是一家电动汽车公司。她说，由于其行业领先的自动驾驶软件，这是人工智能(AI)领域最大的机会，它可能会在未来推动公司达到天文数字的估值。</p><p>Ark为特斯拉股票设定的目标价2000美元意味着，未来三年特斯拉股价将上涨1140%，但这现实吗?</p><p><strong>特斯拉在2023年面临挑战，2024年可能会更糟</strong></p><p>特斯拉在2023年交付了创纪录的180万辆电动汽车，其Model Y汽车成为世界上最畅销的汽车。然而，由于消费者在通胀加剧和利率上升的压力下挣扎，该公司去年全年将其电动汽车的价格平均下调了25.1%，以刺激需求。</p><p>考虑到不确定的经济环境，特斯拉选择不发布2024年的销售预测。投资者不喜欢不确定性，缺乏指引是特斯拉股价在2024年初下跌的一个关键原因。一些分析师认为，该公司今年将交付约220万辆汽车，比2023年增长22%。这还不到该公司首席执行官埃隆·马斯克(Elon Musk)一直预测的50%长期年增长目标的一半。</p><p>有人担心，整个行业对电动汽车的需求正在减弱。去年年底，<a href=\"https://laohu8.com/S/F\">福特汽车</a>以需求疲软为由，推迟了对其电动汽车业务价值120亿美元的投资。<a href=\"https://laohu8.com/S/GM\">通用汽车</a>取消了与<a href=\"https://laohu8.com/S/HMC\">本田汽车</a>达成的价值50亿美元的平价电动汽车生产协议，并放弃了长期以来对2024年的产量预测。电动汽车初创公司Rivian Automotive在2月份宣布计划裁员10%的同时，发布了非常疲弱的2024年产量预测。</p><p>在与投资者举行的2023年第四季度电话会议上，特斯拉向投资者提供了一些有关计划于2025年开始生产的平价电动汽车车型的细节。它将以2.5万美元左右的入门级价格为卖点，以吸引收入较低的消费者，否则他们会选择汽油动力汽车。这可能是特斯拉的一个重要增长动力，但它不会解决该公司的短期困境。</p><p>销售放缓和价格下跌导致特斯拉在2023年的收益大幅下降。2023年，特斯拉的收入达到了创纪录的967亿美元，比2022年增长了19%。收入的增长速度远低于特斯拉的汽车交付量，主要是因为降价。但这些降价对公司盈利能力的影响更大。每辆电动汽车销售的收入减少，导致特斯拉的毛利率从2022年的25.6%降至2023年的18.2%。因此，其非GAAP每股收益下降了23%，至3.12美元。这对投资者对特斯拉股票的估值有严重影响。</p><p><strong>Ark对特斯拉股价的预测并不仅仅取决于电动汽车的销量</strong></p><p>Ark认为，到2027年，特斯拉的股价可能会飙升至每股2000美元，这不仅是因为它的电动汽车销量，还因为它的自动驾驶软件。2023年，电动汽车销售额占该公司总收入的85%，但Ark认为，到2027年，这一比例将降至47%，其中44%的收入来自这项新技术。</p><p>特斯拉的自动驾驶软件仍处于测试模式，但它已经完成了超过5亿英里的真实世界测试。它最终可能会在多个方面改变公司的经济状况。首先，特斯拉将从每位购买自动驾驶软件的客户那里赚取订阅费。其次，马斯克表示，特斯拉可能会考虑将其授权给其他汽车制造商。软件业务的毛利率通常高达80%，因此一旦达到规模，这两个收入来源可能会让公司的利润飙升。</p><p>最后，马斯克希望建立一个自动驾驶网约车网络，这样特斯拉的客户就可以在不使用汽车的时候将自己的汽车货币化。它的运营方式将与<a href=\"https://laohu8.com/S/UBER\">优步</a>类似，特斯拉将获得一部分收入，作为维护该网络的交换。</p><p>有趣的是，Ark的预测并没有考虑到特斯拉新型人形<a href=\"https://laohu8.com/S/300024\">机器人</a>“Optimus”的收入贡献。销售可能会在2027年开始，马斯克打算最终以每台2万美元的价格出货数百万台，所以这可能是一个巨大的机会。理论上，“Optimus”可以取代制造业等行业的许多人类工作，使工厂能够全天候运转。</p><p><strong>特斯拉的股价真的能在此基础上飙升1140%吗?</strong></p><p>根据特斯拉3.12美元的每股收益和目前的股价，特斯拉的市盈率为56.2倍。因此，尽管自2021年底以来特斯拉的股价下跌了57%，但特斯拉的估值仍然是科技行业同行的近两倍，以纳斯达克100指数为代表，其市盈率为32.9倍。</p><p>Ark预测，到2027年，特斯拉的股价将跃升至2000美元，这取决于该公司届时能创造1万亿美元的年收入。换句话说，该公司的收入必须从现在开始增长10倍以上，即复合年增长率为80.2%。</p><p>而马斯克自己的目标是，未来电动汽车交付量的年增长率仅为50%，而该公司很可能在2024年远远达不到这一目标。此外，尽管自动驾驶软件最终可能会改善特斯拉的经济状况，但它仍处于测试阶段，没有确定的发布日期。到2027年，主流不太可能大规模采用。</p><p>到2027年，特斯拉股价飙升1140%，达到2000美元的可能性似乎很低。然而，在其自动驾驶软件、Optimus机器人和价格合理的电动汽车的支持下，它可能仍然是一项伟大的长期投资——只是现在还不是。根据特斯拉在这些方面的进一步进展，投资者可能会很好地购买特斯拉的股票——可能在今年年底或2025年，这取决于该公司的进展。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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高喊特斯拉能涨1140%！“木头姐”的自信从哪来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 11:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1086234.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大的科技巨头集团“壮丽七雄”去年的平均回报率为112%，其中英伟达的回报率最高，达到了惊人的239%。英伟达在2024年继续领跑，但相比之下，电动汽车巨头特斯拉的股价正朝着相反的方向发展。特斯拉目前的股价较历史高点低57%。该公司正受到电动汽车销售放缓的影响，这迫使投资者调整对未来增长的预期。电动汽车是该公司收入的主要来源。但Ark Investment Management负责人、“木头姐...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1086234.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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1086234.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419769737","content_text":"全球最大的科技巨头集团“壮丽七雄”去年的平均回报率为112%，其中英伟达的回报率最高，达到了惊人的239%。英伟达在2024年继续领跑，但相比之下，电动汽车巨头特斯拉的股价正朝着相反的方向发展。特斯拉目前的股价较历史高点低57%。该公司正受到电动汽车销售放缓的影响，这迫使投资者调整对未来增长的预期。电动汽车是该公司收入的主要来源。但Ark Investment Management负责人、“木头姐”凯西·伍德(Cathie Wood)认为，特斯拉不仅仅是一家电动汽车公司。她说，由于其行业领先的自动驾驶软件，这是人工智能(AI)领域最大的机会，它可能会在未来推动公司达到天文数字的估值。Ark为特斯拉股票设定的目标价2000美元意味着，未来三年特斯拉股价将上涨1140%，但这现实吗?特斯拉在2023年面临挑战，2024年可能会更糟特斯拉在2023年交付了创纪录的180万辆电动汽车，其Model Y汽车成为世界上最畅销的汽车。然而，由于消费者在通胀加剧和利率上升的压力下挣扎，该公司去年全年将其电动汽车的价格平均下调了25.1%，以刺激需求。考虑到不确定的经济环境，特斯拉选择不发布2024年的销售预测。投资者不喜欢不确定性，缺乏指引是特斯拉股价在2024年初下跌的一个关键原因。一些分析师认为，该公司今年将交付约220万辆汽车，比2023年增长22%。这还不到该公司首席执行官埃隆·马斯克(Elon Musk)一直预测的50%长期年增长目标的一半。有人担心，整个行业对电动汽车的需求正在减弱。去年年底，福特汽车以需求疲软为由，推迟了对其电动汽车业务价值120亿美元的投资。通用汽车取消了与本田汽车达成的价值50亿美元的平价电动汽车生产协议，并放弃了长期以来对2024年的产量预测。电动汽车初创公司Rivian 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17:56","market":"us","language":"zh","title":"苹果造车是否可行？行业内质疑不断","url":"https://stock-news.laohu8.com/highlight/detail?id=2094549961","media":"OFweek智能汽车网","summary":"近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。总结不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。","content":"<html><body><article><p>近日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。</p><p>Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池设计，再次引起了广大网友的热议。</p><p><strong>郭明錤认为Apple Car最早2025年发布</strong></p><p>虽然有报道称Apple Car将于2024年发布，不过著名苹果分析师郭明錤对这件事情却持否定态度，表示Apple Car最早要到2025－2027 年才可能推出。</p><p>郭明錤表示，“我们在之前的报告中预测，苹果将在 2023－2025 年推出 Apple Car。然而，我们最新的调查显示，目前 Apple Car 的开发时间表并不明确，如果今年开始开发，一切顺利的话，最早将在 2025－2027 年推出。由于电动车 ／ 自动驾驶市场的变化和苹果公司的高质量标准，如果 Apple Car 的上市时间推迟到 2028 年或更晚，我们也不会感到意外。”</p><p>不过，郭明錤的预言也经常被打脸，也被称之为“知名打脸分析师”，像是苹果的AR眼镜、iPad mini 5等预言全都被打脸，所以本次Apple Car的可信度也并不能确保。</p><p><strong>Apple Car饱受质疑</strong></p><p>日前，路透社曾报道，苹果的Apple Car将采用一种独特的“Monocell”电池设计，这是苹果自行设计的电池，可以理解为单电芯电池。</p><p>这种单电芯电池通过消除容纳电池材料的小袋和模块，使电池中的单个电池体积增大，解放了电池组内部的空间，保证电池的内部可以放置更多的活性材料，进一步增加汽车的续航里程数，将有效改善当前电动汽车的续航痛点。这种设计的主要原因在于去模组化，与当前<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的LFP电池、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的刀片电池有异曲同工之妙。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228182011118d246b5h9p53n26u\"/><p>图源：OFweek维科网</p><p>不过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克对于这项设计却表示质疑，认为这种做法非常奇怪，从电化学角度来看并不合理。马斯克表示，“单电池在电化学上是不可能的，因为最大电压太低了～ 100 倍。也许它们的意思是像电芯结合在一起，就像我们的结构电池组一样？”</p><p>此外，郭明錤对于Apple Car也同样保持质疑，他认为苹果虽然在很多方面都具备市场竞争优势，不过对于大数据以及AI方面，苹果是后来者，所以并不能确定苹果在汽车市场的竞争力究竟如何。</p><p><strong>苹果造车优势在哪？</strong></p><p>对于苹果在3C届的实力，几乎没有人不认可它现在所创造的辉煌场面，无论是iPhone、iPad还是Mac系列都几乎做到了行业领军地位，而且非常稳定，几乎不受动摇，那么在汽车行业苹果的优势在哪呢？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228182011500d2467aavcnnwwag\"/><p>图源：OFweek维科网</p><p>苹果具备完整封闭的产品生态链，这也是苹果目前最引以为傲的卖点。有数据表明，每年人们在车辆中花费的总时间超过了6000亿小时，所以汽车行业有着巨大的市场，而苹果一旦跨界发布汽车，将加入进苹果这一完整的生态链，至少在系统方面是传统车企所不能相比的。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。</p><p>同时有分析师指出，苹果还是少数几家拥有打入汽车市场所需资源的企业之一，该公司拥有大量的现金储备，以及招募行业顶尖人才的能力。财大气粗的苹果有资本和底气在当前汽车转型期间进军市场，这对于一个新进者也是一个绝佳的时机。对于电动汽车来说，计算设备和软件的重要程度日益增加，苹果在此方面的得天独厚的优势，有可能让Apple Car取得成功。</p><p>此外，还有分析师表示，苹果进军汽车行业并不仅仅是通过售卖商品和配件来获取利润，更重要的是，赚取在汽车上受众的时间，通过营销来讲这些时间变现。</p><p>加拿大皇家资本市场的艾米特·达亚纳尼表示：“汽车正在快速变化，它正在成为‘车轮上的计算机’，如果苹果与麦格纳（汽车零部件生产商）这样的公司合作，其在软件、芯片、电子方面的背景有可能会发挥主要作用。”</p><p><strong>苹果造车路上并不孤单</strong></p><p>不仅仅是苹果，比如戴森、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、法拉第等很多科技厂商在近几年都纷纷进军到汽车行业，想要研发属于自己品牌的电动汽车。不过结果大多都是不欢而散，戴森投入几百亿高调造车，最后遗憾收场。而贾跃亭的法拉第未来FF91当前也前途未卜，发布四年离量产始终差“临门一脚”。</p><p>不过造车路上并非没有成功者，在今年1月份的CES2020消费电子展中，索尼正式发布旗下首款纯电动概念车型。这款汽车定名为VISION－S，是索尼在本次CES的压轴产品，是由“新设计的电动汽车平台”设计制造，该平台是由汽车供应商加拿大企业麦格纳设计。</p><p>这款Vision－S最大的亮点是车内车外有33个不同的传感器，内饰采用多个宽屏显示器还有360°临场声效、不间断连接等黑科技。此外，Vision－S或将搭载日本电装两台200kW的双电机，双电机全驱版的0－100km／h的加速时间为4．8秒，极速可达240km／h。</p><p>索尼CEO吉田宪一郎表示VISION－S在日本汽车安全评估机构JNCAP中的夜间行人的自动紧急制动测试中得分最高，可以为用户提供充足的安全保障。</p><p><strong>总结</strong></p><p>不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。</p><p>虽然苹果拥有目前最热门的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机iPhone、平板电脑iPad等智能3 C产品，不过在造车这条路上，所需要面对的挑战仍然不小。无论是传统汽车企业的挤压，还是来自于索尼等同行企业的压力，都将产生大大小小的难题，究竟是再创行业辉煌，还是黯然离场，就要等Apple Car届时接受市场的考验了。</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>苹果造车是否可行？行业内质疑不断</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苹果造车是否可行？行业内质疑不断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-28 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&s=b><strong>OFweek智能汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f3c7d799dd2ab62e084e0e8c8dc16ee","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122818201477d70bce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2094549961","content_text":"近日，苹果造车已经成为了行业内的热点话题，毕竟作为全球最知名的科技企业之一的苹果涉及哪个领域都是一个大热点，何况这次苹果将逃离舒适圈，转向汽车领域。Apple Car最早出现于2015年的媒体报道，当时就引起了不小的波澜，不过苹果在之后并没有给出任何资料和回复，这件事情也就很快被淡忘了。不过最近有外媒报道，苹果传闻已久的Apple Car可能将会于2024年正式发布，并将采用自行设计的单电芯电池设计，再次引起了广大网友的热议。郭明錤认为Apple Car最早2025年发布虽然有报道称Apple Car将于2024年发布，不过著名苹果分析师郭明錤对这件事情却持否定态度，表示Apple Car最早要到2025－2027 年才可能推出。郭明錤表示，“我们在之前的报告中预测，苹果将在 2023－2025 年推出 Apple Car。然而，我们最新的调查显示，目前 Apple Car 的开发时间表并不明确，如果今年开始开发，一切顺利的话，最早将在 2025－2027 年推出。由于电动车 ／ 自动驾驶市场的变化和苹果公司的高质量标准，如果 Apple Car 的上市时间推迟到 2028 年或更晚，我们也不会感到意外。”不过，郭明錤的预言也经常被打脸，也被称之为“知名打脸分析师”，像是苹果的AR眼镜、iPad mini 5等预言全都被打脸，所以本次Apple Car的可信度也并不能确保。Apple Car饱受质疑日前，路透社曾报道，苹果的Apple Car将采用一种独特的“Monocell”电池设计，这是苹果自行设计的电池，可以理解为单电芯电池。这种单电芯电池通过消除容纳电池材料的小袋和模块，使电池中的单个电池体积增大，解放了电池组内部的空间，保证电池的内部可以放置更多的活性材料，进一步增加汽车的续航里程数，将有效改善当前电动汽车的续航痛点。这种设计的主要原因在于去模组化，与当前宁德时代的LFP电池、比亚迪的刀片电池有异曲同工之妙。图源：OFweek维科网不过特斯拉CEO马斯克对于这项设计却表示质疑，认为这种做法非常奇怪，从电化学角度来看并不合理。马斯克表示，“单电池在电化学上是不可能的，因为最大电压太低了～ 100 倍。也许它们的意思是像电芯结合在一起，就像我们的结构电池组一样？”此外，郭明錤对于Apple Car也同样保持质疑，他认为苹果虽然在很多方面都具备市场竞争优势，不过对于大数据以及AI方面，苹果是后来者，所以并不能确定苹果在汽车市场的竞争力究竟如何。苹果造车优势在哪？对于苹果在3C届的实力，几乎没有人不认可它现在所创造的辉煌场面，无论是iPhone、iPad还是Mac系列都几乎做到了行业领军地位，而且非常稳定，几乎不受动摇，那么在汽车行业苹果的优势在哪呢？图源：OFweek维科网苹果具备完整封闭的产品生态链，这也是苹果目前最引以为傲的卖点。有数据表明，每年人们在车辆中花费的总时间超过了6000亿小时，所以汽车行业有着巨大的市场，而苹果一旦跨界发布汽车，将加入进苹果这一完整的生态链，至少在系统方面是传统车企所不能相比的。并且目前市场中有大量的苹果设备，这也是苹果进军汽车行业的资本之一。同时有分析师指出，苹果还是少数几家拥有打入汽车市场所需资源的企业之一，该公司拥有大量的现金储备，以及招募行业顶尖人才的能力。财大气粗的苹果有资本和底气在当前汽车转型期间进军市场，这对于一个新进者也是一个绝佳的时机。对于电动汽车来说，计算设备和软件的重要程度日益增加，苹果在此方面的得天独厚的优势，有可能让Apple Car取得成功。此外，还有分析师表示，苹果进军汽车行业并不仅仅是通过售卖商品和配件来获取利润，更重要的是，赚取在汽车上受众的时间，通过营销来讲这些时间变现。加拿大皇家资本市场的艾米特·达亚纳尼表示：“汽车正在快速变化，它正在成为‘车轮上的计算机’，如果苹果与麦格纳（汽车零部件生产商）这样的公司合作，其在软件、芯片、电子方面的背景有可能会发挥主要作用。”苹果造车路上并不孤单不仅仅是苹果，比如戴森、索尼、法拉第等很多科技厂商在近几年都纷纷进军到汽车行业，想要研发属于自己品牌的电动汽车。不过结果大多都是不欢而散，戴森投入几百亿高调造车，最后遗憾收场。而贾跃亭的法拉第未来FF91当前也前途未卜，发布四年离量产始终差“临门一脚”。不过造车路上并非没有成功者，在今年1月份的CES2020消费电子展中，索尼正式发布旗下首款纯电动概念车型。这款汽车定名为VISION－S，是索尼在本次CES的压轴产品，是由“新设计的电动汽车平台”设计制造，该平台是由汽车供应商加拿大企业麦格纳设计。这款Vision－S最大的亮点是车内车外有33个不同的传感器，内饰采用多个宽屏显示器还有360°临场声效、不间断连接等黑科技。此外，Vision－S或将搭载日本电装两台200kW的双电机，双电机全驱版的0－100km／h的加速时间为4．8秒，极速可达240km／h。索尼CEO吉田宪一郎表示VISION－S在日本汽车安全评估机构JNCAP中的夜间行人的自动紧急制动测试中得分最高，可以为用户提供充足的安全保障。总结不得不说苹果造车是一个风险很大的跨界动作，在行业内始终保持着领先地位的它，却不安分地来到汽车行业趟浑水，对于一个市值过两万亿美元的企业来说勇气实在可嘉。虽然苹果拥有目前最热门的智能手机iPhone、平板电脑iPad等智能3 C产品，不过在造车这条路上，所需要面对的挑战仍然不小。无论是传统汽车企业的挤压，还是来自于索尼等同行企业的压力，都将产生大大小小的难题，究竟是再创行业辉煌，还是黯然离场，就要等Apple Car届时接受市场的考验了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563188716179777","authorId":"3563188716179777","name":"purify","avatar":"https://static.tigerbbs.com/3c49c6712f1b56b47eab3781d6e90ab7","crmLevel":1,"crmLevelSwitch":0},"content":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单","text":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单","html":"电车从制造技术来说应该比燃油车简单，发动机等大件国产品牌二十年也没研究出什么门道，但是电车并不比外国的差，就能说明这个问题。所以苹果造电车可能比手机还简单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331439280,"gmtCreate":1609745960340,"gmtModify":1703740156597,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>预计蔚来先死<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"你可能没有真正理解nubox技术的意义。简单来说，以后特斯拉自己不一定需要超级工厂了，只需要一个组装车间，其他各个部件制定好技术标准，全部发包给合作厂家，车头给一个，车尾给一个，电池包➕底盘给一个，车门给一个……然后让各家供货商互相竞争，特斯拉连工人都懒得养了。从汽车制造商转变为设计商、软件企业。$特斯拉(TSLA)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/293652122173528","repostId":"2426175730","repostType":2,"repost":{"id":"2426175730","pubTimestamp":1712678445,"share":"https://www.laohu8.com/m/news/2426175730?lang=&edition=full","pubTime":"2024-04-10 00:00","market":"hk","language":"zh","title":"特斯拉又搞了一个 unbox 技术，这次又打算降价多少？","url":"https://stock-news.laohu8.com/highlight/detail?id=2426175730","media":"差评","summary":"最近，特斯拉又开始整新活了，搞了个新技术叫做unbox ，不知道大伙儿听说了没有。换个说法就是，特斯拉可能又要降价了？但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。所以这个 unbox 也存在弊端。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。","content":"<html><body><p>你以为的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：<strong>尖端科技遥遥领先。</strong></p><p>实际上的特斯拉：<strong>在降本路上一路狂奔。</strong></p><p>最近，特斯拉又开始整新活了，搞了个新技术叫做<strong>unbox （ 拆箱 ）</strong>，不知道大伙儿听说了没有。</p><p>说是用了这种技术以后，<strong>生产成本可以降低一半，</strong>而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。</p><p><img src=\"https://x0.ifengimg.com/res/2024/CA32D0B311D1310EFF642A81AE73EC29292D3A5E_size17_w640_h390.jpg\"/></p><p>换个说法就是<strong>，特斯拉可能又要降价了</strong><strong>？</strong></p><p>诶？我怎么有种似曾相识的即视感。。。</p><p>当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。</p><p><img src=\"https://x0.ifengimg.com/res/2024/4007D8F14DA3D75873C8A1F7E7AC11BFF2E0A38F_size29_w483_h483.jpg\"/></p><p>其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。</p><p>一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。</p><p>但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。</p><p>脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？</p><p><img src=\"https://x0.ifengimg.com/res/2024/47A241FCED3178408C99D2A3F652CD40B0F5DB7A_size36_w640_h384.jpg\"/></p><p>不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。</p><p>以前传统的汽车组装工艺包含四个模块，<strong>冲压、焊接、涂装、总装。</strong></p><p>首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A841FDEC35E616C9B04E52EDC24DFDBC7A0723D1_size1168_w640_h314.gif\"/></p><p><strong>打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。</strong>这个面皮就是白车身，其他都需要在白车身的基础上才能进行。</p><p><strong>而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！</strong></p><p>啊？有谁家是这么包的？这不是更复杂了吗？</p><p><strong>确实更复杂了，但效率也更高了。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2024/819737F3B6764963A5C84B9D9AA420D2667A0F06_size684_w664_h354.gif\"/></p><p>比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/D2B5E461118DE1BA54C738713EF3CBDAFCA29E67_size557_w640_h340.gif\"/></p><p>所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？</p><p>其实要我说，颠覆是不至于的。<strong>技术没有绝对的好坏，只有合适与不合适。</strong></p><p>就像之前的<strong>一体式压铸工艺</strong>，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。</p><p><strong>所以这个 unbox 也存在弊端。</strong></p><p>首先，它最大的问题就是<strong>最后的组装工艺</strong>，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？</p><p><img src=\"https://x0.ifengimg.com/res/2024/74623D236C1BF72801E3B8A809DA570653DEF7FC_size445_w720_h850.png\"/></p><p>比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。</p><p><img src=\"https://x0.ifengimg.com/res/2024/2ACBE9742EF5880AD21B0F5C96400A88BBEF09D6_size24_w821_h298.jpg\"/></p><p>而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。</p><p>再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？</p><p>更别说在喷完漆以后，车身都会经过防腐保护处理，<strong>这时候焊接，防腐层就容易受到破坏，</strong>以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。</p><p>所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。</p><p><img src=\"https://x0.ifengimg.com/res/2024/F2966CDFC24CA90CDFFD33F5AE50A23857216E00_size70_w720_h417.jpg\"/></p><p>而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。</p><p>原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。</p><p>但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。</p><p><img src=\"https://x0.ifengimg.com/res/2024/A14807C9501C0118BE600F99CD0E730CEA9C86D4_size208_w1024_h682.jpg\"/></p><p><strong>总之就是，吃力不一定讨好。</strong></p><p>那特斯拉为啥还要干这事儿呢？</p><p>有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。</p><p><img src=\"https://x0.ifengimg.com/res/2024/27F7C9F2423EA0A7CD32FB64941E3F293A212006_size23_w563_h236.jpg\"/></p><p>也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。</p><p>em.... 咱也说不好为什么。</p><p>但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。</p><p><img src=\"https://x0.ifengimg.com/res/2024/20CD217025644E9D973B2AAC82F732817036D784_size43_w833_h500.jpg\"/></p><p>总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。</p><p>在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，<strong>电车成本和价格都越做越低。</strong></p><p>通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。</p><p>正因如此，<strong>特斯拉需要一个能颠覆产业的全新技术，这就是 unbox </strong>。</p><p>那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。</p><p>至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是</p><p><strong>撰文</strong>：TC<strong> 编辑</strong>：脖子右拧 &amp; 面线 <strong>封面</strong>：子曰</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\" 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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特斯拉又搞了一个 unbox 技术，这次又打算降价多少？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8YeTgnrlt9T><strong>差评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为的特斯拉：尖端科技遥遥领先。实际上的特斯拉：在降本路上一路狂奔。最近，特斯拉又开始整新活了，搞了个新技术叫做unbox （ 拆箱 ），不知道大伙儿听说了没有。说是用了这种技术以后，生产成本可以降低一半，而且所需的厂房空间也只需要过去的 40% ，光是新工厂喷漆车间就能便宜 50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我...</p>\n\n<a href=\"https://tech.ifeng.com/c/8YeTgnrlt9T\">Web 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","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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50% 。换个说法就是，特斯拉可能又要降价了？诶？我怎么有种似曾相识的即视感。。。当初一体式压铸不是也说成本能降一半，我到现在还盼着 20 万以内的 model 3 ，结果降价还没等来，你成本就又要减一半了，一半乘一半，就只有四分之一了？但车价还是 25 万起。其实这里说的生产成本是指组装成本。这部分成本，这才占整车的 10% 不到。一体式压铸也好， unbox 也好，对价格的影响几乎就是毛毛雨，顶多差个几千块钱。占 50% 左右的电池成本还坚挺着呢， 20 万以内的 model 3 就还是别想了。但老马还是懂大伙儿的心思，想要 20 万以内的特斯拉是吧？那就用 unbox 工艺再生产一款 2.5 万美元（ 18 万左右 ）的船新版本，直接在今年底或者明年初排产。脖子哥掐指一算，这不就是之前老早说的 model Q 嘛，你倒是拿货来卖啊？不过话说回来，虽然成本没有在明面上体现出来。但这个 unbox 的技术真的是实打实的把百年的流水线给革新了。比起降价，这个似乎更值得关注。。。以前传统的汽车组装工艺包含四个模块，冲压、焊接、涂装、总装。首先，冲压是对铁皮或者铝合金进行冲压成型，做成各种钣金件；而焊接是在底盘的基础上，把这些钣金件拼成白车身；然后，再把白车身整个拿去做涂装，包括电泳、喷漆等；最后总装再把中控、座椅、天窗、轮毂等各个零部件装到白车身上，这样一辆车就算基本完成了。打个比方，就像是包饺子，先把面皮擀好，再往里边加馅。这个面皮就是白车身，其他都需要在白车身的基础上才能进行。而 unbox 则是大家各取一点面团自己揉，你加这个馅，我加这个馅，每个人做一部分，各包各的，最终合起来一拼，完工！啊？有谁家是这么包的？这不是更复杂了吗？确实更复杂了，但效率也更高了。比如，过去白车身在涂装完之后，还需要先拆除车门和后盖，在最后总装的时候再装回来，而 unbox 能做到一步成型，这些重复、多余的步骤也给干掉了，这样效率必定就更高。所以，自福特以来的传统汽车生产方式，就这么被特斯拉颠覆了？其实要我说，颠覆是不至于的。技术没有绝对的好坏，只有合适与不合适。就像之前的一体式压铸工艺，虽然能降低单车生产成本，使整车更轻量化，但这项技术不仅成本高、难度大，而且维修费用甚至保险费用都因此变贵了（ 据说有人维修花了 20 万 ）。所以这个 unbox 也存在弊端。首先，它最大的问题就是最后的组装工艺，在传统组装方案里，因为你已经有了饺子皮，所以再往里面填料就容易很多，但现在，你是大伙儿各包各的，怎么确保各个部分都能天衣无缝地拼成饺子？比如就拿配置和选装来说，低配 model Y 是没有前雾灯的，在过去，这就是一个装不装前雾灯的问题，但如果采用 unbox 工艺的话，就必须生产两种版本的前脸，管理的难度也就更高。而且，如果精度不足的话，最后装完嘎嘎漏风，也不是完全不可能。。。这下空气动力学套件，就和座舱直接联通了嚯。再一个，在组装工艺上 unbox 方案是先喷漆后拼接，如果还是按照之前的焊接方式，那我的原厂原漆可能就这么被破坏了，这下。。。不就成事故车了吗？以后再卖的话，二手贩子还怎么看？更别说在喷完漆以后，车身都会经过防腐保护处理，这时候焊接，防腐层就容易受到破坏，以后这些连接处，或者火花溅到的地方，就可能嘎嘎生锈。所以，特斯拉虽然没公布采用什么组装方式，但大概率是螺栓或者其他啥的进行固定。这就需要对全车的布局重新进行优化，它的车身强度，肯定会受到大伙儿质疑吧。而至于节省成本这一块，目前来看主要省的就是一个厂房和空间，单车的生产成本还真不好说。。。原来的流水线确实是 “ 流觞曲水 ” ，空间都浪费在白车身的运输上了，而选择并行处理，那每个部件只要有一个生产场地就行，最后组装也不用太多的空间。但你把流水线拆开改成模块化生产，在人工和机械上到底能降多少成本，仍然是个未知数。总之就是，吃力不一定讨好。那特斯拉为啥还要干这事儿呢？有人猜测，是因为股价下跌，实在没活儿了，特斯拉强行也得整一个，给股东们涨涨信心。也有人说，是因为德国工厂受到当地环保人士抵制，导致没法开工，特斯拉必须要在原来的厂房压缩生产空间。em.... 咱也说不好为什么。但你要说 unbox 这项技术，其实它已经在造船业广泛应用了，并不是一个无中生有，没有保障的东西，拿其他行业的技术用到汽车行业，也算是特斯拉的老传统。总之，无论这项技术最终在汽车行业落地的结果如何， unbox 仍然是特斯拉的一次非常大胆的尝试和突破。毕竟现在的特斯拉，已经好久没有给咱们带来新的惊喜了。在国产车企新能源造车技术日益精进的背景下，电车市场越来越卷，电车成本和价格都越做越低。通过铝合金车身、电池车身一体化、纯视觉智驾、中央集中式电子电气架构、一体式压铸等不停降本的特斯拉，最起码在中国市场里，依旧不算特有性价比的那个。正因如此，特斯拉需要一个能颠覆产业的全新技术，这就是 unbox 。那它到底能对特斯拉有多大改变呢？目前还没有更多技术细节被公布，咱们还是看看将来的新车 model Q 吧。至于咱们想买车的朋友，脖子哥建议还是先观望一下，万一它真漏风呢？（不是撰文：TC 编辑：脖子右拧 & 面线 封面：子曰","news_type":1},"isVote":1,"tweetType":1,"viewCount":9490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","text":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。","html":"老马应该学苹果，找印度富士康代工，他只用研发三电系统就可以了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983422103,"gmtCreate":1583375355802,"gmtModify":1704349622253,"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>激动人心的时刻就要到了！","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>激动人心的时刻就要到了！","text":"$吉利德科学(GILD)$激动人心的时刻就要到了！","images":[{"img":"https://static.tigerbbs.com/8e8765e570bb7362efc82224a744fbef","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/983422103","isVote":1,"tweetType":1,"viewCount":4136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522545820169723","authorId":"3522545820169723","name":"秋赤音","avatar":"https://static.tigerbbs.com/6f5f9e35aed6574ae569a8d43dd7254e","crmLevel":2,"crmLevelSwitch":0},"content":"就是国内这些懒人不配合。不然gild公司何必自己搞三期","text":"就是国内这些懒人不配合。不然gild公司何必自己搞三期","html":"就是国内这些懒人不配合。不然gild公司何必自己搞三期"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}