雨泊的个人主页 - 老虎社区

雨泊

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IP属地：广东

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2主题

0勋章

02-27

$海致科技集团(02706)$ 垃圾

02-26

$阿里巴巴(BABA)$ 最近有点低迷啊，感觉整个科创都被拖拉

02-24

主要是没啥搞的，都很弱

无视海外“AI恐慌”，中国市场狂炒AI赢家

02-24

$卧安机器人(06600)$ 这个有点垃圾啊啊啊啊啊啊

02-24

$智谱(02513)$ 真的很离谱…跌宕起伏，心惊

02-24

$海致科技集团(02706)$ 同类大哥们都起飞了

02-23

$海致科技集团(02706)$

01-27

$银诺医药-B(02591)$ 为啥一下就48

01-09

$智谱(02513)$ 卖早了[财迷]

2025-08-05

$华虹半导体(01347)$

2025-02-12

阿里云本来就隐藏大牛🐮

2021-11-29

$理想汽车(LI)$终于解套了...88

2020-08-04

$海吉亚医疗(06078)$没有啥信息就这飞啊

2020-07-31

$理想汽车(LI)$要跑吗？啥情况

2020-07-31

$理想汽车(LI)$都开始了还没有公布中签结果，老虎啥情况啊

2020-07-30

$理想汽车(LI)$老虎这咋回事

2020-07-28

$微美全息(WIMI)$盘钱跌那么多，居然这样拉

2020-07-17

这篇文章不错，转发给大家看

大家在炒电动车的时候其实是在炒什么？

2020-07-17

$建业新生活(09983)$为啥今天拉高真多啊

2020-07-13

$华虹半导体(01347)$一早就出了，还是高点，今天又作妖了

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","text":"$海致科技集团(02706)$ 垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537140352524368","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536983484588312,"gmtCreate":1772120434773,"gmtModify":1772120436953,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近有点低迷啊，感觉整个科创都被拖拉","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近有点低迷啊，感觉整个科创都被拖拉","text":"$阿里巴巴(BABA)$ 最近有点低迷啊，感觉整个科创都被拖拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536983484588312","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536126250050704,"gmtCreate":1771911175355,"gmtModify":1771911177538,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"title":"","htmlText":"主要是没啥搞的，都很弱","listText":"主要是没啥搞的，都很弱","text":"主要是没啥搞的，都很弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536126250050704","repostId":"2613422265","repostType":2,"repost":{"id":"2613422265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1771801351,"share":"https://www.laohu8.com/m/news/2613422265?lang=zh_CN&edition=full","pubTime":"2026-02-23 07:02","market":"other","language":"zh","title":"无视海外“AI恐慌”，中国市场狂炒AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2613422265","media":"华尔街见闻","summary":"同一个AI，截然相反的命运。美国市场陷入\"恐慌性抛售\"，中国投资者疯狂追捧：智谱AI一度暴涨524%，MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。","content":"<html><head></head><body><blockquote><p>同一个AI，截然相反的命运。美国市场陷入&#34;恐慌性抛售&#34;，中国投资者疯狂追捧：智谱AI一度暴涨524%，MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</p></blockquote><p style=\"text-align: left;\">当美国市场陷入&#34;AI恐慌交易&#34;，投资者抛售软件公司和财富管理机构之际，中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧：美国担忧既有商业模式被颠覆，中国则聚焦于增长机遇和降本潜力。</p><p style=\"text-align: left;\">本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型，两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评级进一步推高市场热情，纯AI概念股正从传统互联网巨头手中抢夺资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f66a9ce5a95c55fc661f1ecf512ba1d\" tg-width=\"1358\" tg-height=\"1002\"/></p><p style=\"text-align: left;\">这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示，<strong>中国市场仍专注于AI能带来什么帮助，而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</strong></p><h2 id=\"id_235728084\" style=\"text-align: left;\">新上市AI股领涨</h2><p style=\"text-align: left;\">MiniMax和智谱AI受到投资者青睐，部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市，智谱AI股价此后一度飙升524%，MiniMax大涨488%。相比之下，被视为行业先驱的OpenAI和Anthropic仍未上市。</p><p style=\"text-align: left;\">其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%，澜起科技自2月9日挂牌以来飙升逾98%。</p><p style=\"text-align: left;\">国内公司还受益于光环效应，两家美国企业的私募融资轮次显示估值持续攀升，OpenAI接近以超过8500亿美元估值融资逾1000亿美元，而Anthropic在2月初以3800亿美元估值融资300亿美元。</p><h2 id=\"id_3774993577\" style=\"text-align: left;\">技术突破提振估值</h2><p style=\"text-align: left;\"><strong>新模型发布和融资数据推动了估值重估。</strong>Jefferies分析师Edison Lee等人在2月13日研报中写道：&#34;中国AI估值存在上行空间。&#34;</p><p style=\"text-align: left;\">智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品，成为全球开源模型榜首。据Jefferies研报，这是中国AI实验室有史以来取得的最高排名。</p><p style=\"text-align: left;\">部分市场热情与DeepSeek有关，市场预计DeepSeek很快将发布下一代模型，可能提振整个板块。市场还预期，DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。</p><p style=\"text-align: left;\">目前国内投资者将每一项AI新进展视为催化剂，不仅利好开发者，也惠及新工具的使用者。字节跳动近期推出视频制作应用，引发影视传媒股集体上涨。</p><p style=\"text-align: left;\">Allspring Global Investments投资组合经理Gary Tan表示：&#34;中国市场参与者与全球投资者的分歧反映出中国AI格局在结构上的独特性。&#34;不过部分市场观察人士警告，如果盈利增长无法跟上投资者乐观情绪，估值重估可能难以持续。</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>无视海外“AI恐慌”，中国市场狂炒AI赢家</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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href=\"https://wallstreetcn.com/articles/3765955\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159819":"AI智能","BK4614":"Manus概念股","BK4504":"桥水持仓","ASHS":"德银沪深中证500指数ETF","BK4588":"碎股","KWEB":"中国海外互联网ETF-KraneShares","CQQQ":"中国科技指数ETF-Guggenheim","BK4585":"ETF&股票定投概念","00100":"MINIMAX-WP","DRAG":"中国龙ETF-Roundhill","MCHI":"中国ETF-iShares MSCI","02513":"智谱","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" 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Chanana表示，中国市场仍专注于AI能带来什么帮助，而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。新上市AI股领涨MiniMax和智谱AI受到投资者青睐，部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市，智谱AI股价此后一度飙升524%，MiniMax大涨488%。相比之下，被视为行业先驱的OpenAI和Anthropic仍未上市。其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%，澜起科技自2月9日挂牌以来飙升逾98%。国内公司还受益于光环效应，两家美国企业的私募融资轮次显示估值持续攀升，OpenAI接近以超过8500亿美元估值融资逾1000亿美元，而Anthropic在2月初以3800亿美元估值融资300亿美元。技术突破提振估值新模型发布和融资数据推动了估值重估。Jefferies分析师Edison Lee等人在2月13日研报中写道：\"中国AI估值存在上行空间。\"智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品，成为全球开源模型榜首。据Jefferies研报，这是中国AI实验室有史以来取得的最高排名。部分市场热情与DeepSeek有关，市场预计DeepSeek很快将发布下一代模型，可能提振整个板块。市场还预期，DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。目前国内投资者将每一项AI新进展视为催化剂，不仅利好开发者，也惠及新工具的使用者。字节跳动近期推出视频制作应用，引发影视传媒股集体上涨。Allspring Global Investments投资组合经理Gary 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href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>盘钱跌那么多，居然这样拉","text":"$微美全息(WIMI)$盘钱跌那么多，居然这样拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946436878","isVote":1,"tweetType":1,"viewCount":3366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941415037,"gmtCreate":1594991307129,"gmtModify":1704207697836,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941415037","repostId":"1139415825","repostType":4,"repost":{"id":"1139415825","kind":"news","pubTimestamp":1594981637,"share":"https://www.laohu8.com/m/news/1139415825?lang=zh_CN&edition=full","pubTime":"2020-07-17 18:27","market":"us","language":"zh","title":"大家在炒电动车的时候其实是在炒什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1139415825","media":"丫丫港股圈","summary":"2020年1月，欧盟开始执行最严碳排放政策。根据规定，2020年销售新车中的95%，碳排放必须达到95g/km（2019年欧盟平均实际碳排放是122g/km），超出部分每g需要缴纳罚金95欧元。这个罚","content":"<p>2020年1月，欧盟开始执行最严碳排放政策。</p><p>根据规定，2020年销售新车中的95%，碳排放必须达到95g/km（2019年欧盟平均实际碳排放是122g/km），超出部分每g需要缴纳罚金95欧元。</p><p><img src=\"https://static.tigerbbs.com/9046b58b658a49905af43e0944ec1928\" tg-width=\"966\" tg-height=\"390\"></p><p>这个罚款力度是什么概念？</p><p>根据<a href=\"https://laohu8.com/S/02611\">国泰君安</a>电力新能源团队的测算，要想完全避免罚款，2020年欧盟的电动车销量必须达到187万辆（同比增长290%），否则每减少10万辆，大约就需交纳10亿欧元罚款——<b>相当于每辆电动车隐含碳排放价值1万欧元。</b></p><p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>电新团队判断，在接下来的一年中，欧洲各大车企将通过转移支付（高排放的燃油车涨价、新能源车降价），不遗余力地销售新能源车，相关汽车产业链将有望迎来井喷式发展。</p><p>欧洲车企的加速自然也带动全球的竞争对手加速。</p><p>根据统计，奥迪、宝马、戴姆勒、菲亚特、福特、凯迪拉克、现代、梅赛德斯、丰田和大众合计宣布在2030年前将推出约700款电动车，同时，已有多家车企计划在2025年新能源车销量占比超过10%。</p><p><b>造车新势力</b></p><p>除了传统的老牌厂家，更引人注意的还是直接进入电动车领域的造车新势力。</p><p>进入2020年以来，电动车领航者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路疯涨，直接超越日本汽车制造大佬丰田成为全球市值最高的汽车公司。</p><p>特斯拉从初生到成为王者，仅仅用时17年。</p><p>时代里程碑的效应拉动整个电动汽车板块疯涨。</p><p>国内造车新势力中首先上市的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，股价不断创历史新高，今年以来累涨近300%。连还没有开始卖车的<a href=\"https://laohu8.com/S/00708\">恒大健康</a>一个月内都跟着涨了近3倍。看此良机，理想、小鹏均筹谋海外上市。</p><p>6月1日，据爆料小鹏汽车已向美股市场提交IPO文件，计划融资5亿美元，最快7月份上市。7月10日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>正式向美提交招股说明书，计划在纳斯达克上市。</p><p>造车比想象的还要烧钱，蔚来李斌此前说过，“造车就是一个很烧钱的事，所以新创企业想要造车，至少需要200亿以上的资金准备，否则别想做好。”</p><p>高资金壁垒困住了众多的造车企业。回望2019年之前的造车新势力战国时代，以造车新势力自居的企业一度多达上百家。而到了2019年，全年有确切销量数据的仅有大概10家。从量产交付表现来看，蔚来、威马、小鹏、理想稳居第一梯队。</p><p>与之相对的是，一部分的造车新势力逐渐开始破产失败离场了，比如曾经有最大车内屏幕、<a href=\"https://laohu8.com/S/DLX\">豪华</a>高管阵容团队的拜腾，还有和拜腾一样的众多新势力品牌在时间中倒下了。</p><p><img src=\"https://static.tigerbbs.com/520c96611abb80cdc39c9467eb1f3c07\" tg-width=\"1080\" tg-height=\"478\"></p><p>美团王兴在某社交平台发文谈到，目前中国车企格局基本是“3+3+3+3”角逐下两轮，3家央企是一汽、东风、长安，3家地方国企是上汽、广汽、北汽，3家民企是吉利、长城、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，3家造车新势力是理想、蔚来、小鹏。王兴表示，最后一个3的最后一个名额应该是理想汽车而不是威马汽车，这消息一出来，威马沈晖表示愿意和王兴打赌，威马必然可以进入最后一个席位。</p><p><img src=\"https://static.tigerbbs.com/f88f67fa08be9a740ceb9478e174e587\" tg-width=\"564\" tg-height=\"552\"></p><p>王兴站理想无可厚非，毕竟已经真金白银投资成理想第二大股东，怎么也得自卖自夸，但威马掉队了吗？</p><p>从销量、资金、技术上看，威马不仅没有掉队，位次还靠前。</p><p>2019全年，威马以1.69万辆的交付量在造车新势力中排名第二，仅次于蔚来，小幅领先于小鹏。</p><p>2020上半年，威马累计交付量7686辆，在造车新势力排名第三，威马EX5成为造车新势力中首款销量超过3万辆的车型。反而是小鹏略有掉队，被原第二梯队合众的哪吒超越。何小鹏在<a href=\"https://laohu8.com/S/WB\">微博</a>对此进行了解释，表示小鹏P7在6.28才开始规模对外交付，5月份和6月份大部分都是在做展车和试驾车交付。</p><p><img src=\"https://static.tigerbbs.com/67d18baa48d081d41d1513fa20bbe166\" tg-width=\"640\" tg-height=\"246\"></p><p>资金方面，至今威马汽车已披露累计融资约230亿元，资方包括<a href=\"https://laohu8.com/S/BIDU\">百度</a>和<a href=\"https://laohu8.com/S/00700\">腾讯</a>，累计融资金额高于小鹏和理想。在《2019全球独角兽企业500强发展报告》和《2019胡润全球独角兽榜》上，威马分别获得60亿美元及300亿元的估值，在未上市的新造车势力中居首。</p><p>而在技术领域，首家落地V2G车桩双向充电技术应用的造车新势力、温州智慧城市合作企业的身份已经证明了自己的水准不差。威马汽车在L3、L4等高级别自动驾驶技术领域建立了技术储备，今年，适用于中国交通场景的L3级<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶技术计划投入量产。同时，威马汽车还将推出适配5G技术的Living Engine 3.0系统及智能座舱。此外，威马汽车还计划在年内发布CPU和GPU的理论性能分别可达现有平台的8.5倍和20倍的全新芯片平台。</p><p>从多个维度来看，在谈到头部造车新势力时，威马该拥有姓名。</p><p>相比低调的威马，蔚来和小鹏一直被给予厚望。</p><p>蔚来出生就要做高端，以高举高打的策略、前卫的时尚设计、领先的技术方案，成功打造出了一个高溢价品牌，并独创了“换电”模式。布局清晰唯独钱不够花，但这个问题合肥70亿战投加上带了6家银行提供104亿人民币授信给解决了，自己还增发7200万股融资。</p><p>小鹏历时3年，投入30亿打造的第二款量产车型小鹏P7今年4月上市，新车拥有以XPILOT 3.0自动驾驶辅助系统、Xmart OS 2.0车载智能系统为核心的智能音乐座舱，凭借NEDC综合续航里程706km，百公里加速4.3s，百公里刹车距离＜35m等操控性能。</p><p>何小鹏表示小鹏P7比Model3的综合性能强大很多。两者除了价格相近之外，在总体的性能方面并没有多少可比性。小鹏P7相对Model3来说，是更高档次的汽车，和特斯拉的另一款车ModelS基本相当，甚至某些性能还要超出。P7被小鹏汽车看作是其全面对标甚至超越特斯拉的起点。</p><p>当然去年12月才开启交付的理想上半年就能有现在这样的成绩，自然也不差，独特的增程式混动的方案是目前电动车在里程焦虑上比较好的过渡型解法。所有的科技都是在不停的往前走，今天的这些只能支持40-80千瓦快充的纯电车型，三五年后连主流快充都用不了，可能才是更可怕的过渡产品，二手车都不一定有人买。</p><p>综上，其实第一梯队目前都各有竞争力，王兴的最后一个“3”至少现在看起来还为时尚早，后面的第二梯队哪吒，零跑也在小步快跑，还有直接买下全球造车产业链财大气粗的恒大也还没开始发力。</p><p>即使最后只能剩下3家，但造车依旧是必争之地。</p><p><b>电动车真正的较量，智能化的想象</b></p><p>如果造车只是做新能源，只是把燃油车换成电动车，那最终的胜利者可能只是下一个丰田，那丰田就应该是特斯拉们的天花板。</p><p>2季度特斯拉交付量9万+辆，要知道丰田2019年全球销量大概1000万+辆，但特斯拉的市值已经甩开丰田快一个<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>为什么特斯拉被如此热捧？</p><p>为什么一线互联网公司，腾讯、阿里、百度、美团、字节等纷纷入局站队造车新势力？</p><p><img src=\"https://static.tigerbbs.com/f176e778b744dcd5099b0802e80e7cde\" tg-width=\"1080\" tg-height=\"1068\"></p><p>或许对于特斯拉，更多人第一印象是“电动车”，但在推动其市值高歌猛进的华尔街分析师眼里，特斯拉就是百年汽车工业里的iPhone——智能化才是核心关键。</p><p>智能汽车，是百年汽车工业中的最新明确趋势。麦肯锡此前预测，到2025年，智能汽车的市场规模将会达到1.9万亿美元。</p><p>早在几年前理想的创始人李想，就对特斯拉有过惊人预言。时至今日2020年，李想的判断不仅精准，甚至还有点保守。作为新能源汽车从业者，他比大部分人都更早认识到特斯拉的真正价值，赚到了属于自己认知的钱，而当时的市场大多都在看衰特斯拉。</p><p><img src=\"https://static.tigerbbs.com/f23f1810333038dcf423d9edf933fc2b\" tg-width=\"472\" tg-height=\"547\"></p><p><img src=\"https://static.tigerbbs.com/781e042595bad61eed5647fd31e1fd49\" tg-width=\"663\" tg-height=\"268\"></p><p><b>电动车只是智能车最合适的载体，并且还能顺应政策方向享受政策补贴和限行方便，最终的想象力是要放在以车为中心的智能生态上。</b></p><p>就如李想所说，现在车所面临的变革就像过去的普通手机到iPhone4的智能机的区别。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>给了现在智能车生态想象一个很好的示范。</p><p>苹果本身成为了一个平台，而每一个苹果手机是一个平台入口。优秀的硬件搭配系统加上合适的应用开启了无限的想象空间。苹果通过优质的产品生态体验，圈住了众多的用户，生态合作者开发者都受益于苹果生态而壮大，但同时要受制于苹果，赚了钱都要交过路费。而只要苹果能够保持用户体验上的竞争力，这个手机生态可以不断的延伸开去。</p><p>现在车成为了承接手机之后的另外一个大的智能平台。</p><p>为什么是车？</p><p>随着技术升级，现在车智能化成为可能不再那么鸡肋，辅助驾驶，自动驾驶，感知融合AI交互，整车OTA，万物互联都在快速推进迭代。</p><p>目前正在高速发展中的中国家庭平均拥有车辆数还远低于发达国家，互联网技术和无人驾驶给智能车带来了更多的可能性，很多人认为车会成为未来人们继家庭、工作之外的另一大停留空间，在这个空间里，能想象的空间很大、市场空间很诱人。</p><p><b>这和现在互联网巨头对于用户时间的争夺是一个逻辑，争夺除了家以外呆的时间最长最频繁的场景。</b></p><p>尤其是当自动驾驶成熟以后，解放双手，想象一下生活会如何变化？当你上车之后，就不需要管行驶相关，只需要对车发号施令，然后忙碌自己的事情。四周的车窗都可以变成屏幕，可以沉浸式听歌，看电影甚至VR技术革新可以就在车里身临其境看演唱会或开线上会议。可能相比现在大多两点一线的生活，大家会更多的出行，加上远程办公的趋势，旅行的路途在车上办公也许会成为常态。</p><p><img src=\"https://static.tigerbbs.com/9d848de14423ad6dd1fae6c8535f8844\" tg-width=\"630\" tg-height=\"473\"></p><p>当然可能也会有更多意想不到发展变化。</p><p>一款好的智能车至少要实现的是车与人、车与车、车与交通设施、车与网络等“车与万物”的融合互联，车主进去汽车后，可以完全“抛弃”手机，在车里得到比手机更好的体验或者是区别于手机的独有体验。</p><p>未来，汽车将摆脱单纯出行工具的定义，向智能化出行空间方向发展，就像手机已经不是单纯的通讯工具。</p><p>所以不仅投资机构和巨头前赴后继，地方政府也表现踊跃——扶持一个造车企业落地，意味着对背后人才、资本、产业、区域经济的多方位拉动，同时能够拉动5G、车联网、大数据、人工智能、新能源汽车等多个领域实现快速发展。</p><p>汽车智能化将为汽车产品带来深层变革，中国的造车新势力具有互联网基因优势，反应也很迅速。不仅在对标传统车企时有底气，面对特斯拉更是有无穷的战意。</p><p>国产车翻身之战，大概率要寄望于这批新势力。现在百亿美金市值的远方，看的是万亿美金的苹果。</p>","source":"lsy1568959956107","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>大家在炒电动车的时候其实是在炒什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大家在炒电动车的时候其实是在炒什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-17 18:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/iipoLoQNZmaCYjnA7E0ZFA><strong>丫丫港股圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年1月，欧盟开始执行最严碳排放政策。根据规定，2020年销售新车中的95%，碳排放必须达到95g/km（2019年欧盟平均实际碳排放是122g/km），超出部分每g需要缴纳罚金95欧元。这个罚款力度是什么概念？根据国泰君安电力新能源团队的测算，要想完全避免罚款，2020年欧盟的电动车销量必须达到187万辆（同比增长290%），否则每减少10万辆，大约就需交纳10亿欧元罚款——相当于每辆...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/iipoLoQNZmaCYjnA7E0ZFA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/520c96611abb80cdc39c9467eb1f3c07","relate_stocks":{"00708":"恒大汽车","NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/iipoLoQNZmaCYjnA7E0ZFA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139415825","content_text":"2020年1月，欧盟开始执行最严碳排放政策。根据规定，2020年销售新车中的95%，碳排放必须达到95g/km（2019年欧盟平均实际碳排放是122g/km），超出部分每g需要缴纳罚金95欧元。这个罚款力度是什么概念？根据国泰君安电力新能源团队的测算，要想完全避免罚款，2020年欧盟的电动车销量必须达到187万辆（同比增长290%），否则每减少10万辆，大约就需交纳10亿欧元罚款——相当于每辆电动车隐含碳排放价值1万欧元。国泰君安电新团队判断，在接下来的一年中，欧洲各大车企将通过转移支付（高排放的燃油车涨价、新能源车降价），不遗余力地销售新能源车，相关汽车产业链将有望迎来井喷式发展。欧洲车企的加速自然也带动全球的竞争对手加速。根据统计，奥迪、宝马、戴姆勒、菲亚特、福特、凯迪拉克、现代、梅赛德斯、丰田和大众合计宣布在2030年前将推出约700款电动车，同时，已有多家车企计划在2025年新能源车销量占比超过10%。造车新势力除了传统的老牌厂家，更引人注意的还是直接进入电动车领域的造车新势力。进入2020年以来，电动车领航者特斯拉股价一路疯涨，直接超越日本汽车制造大佬丰田成为全球市值最高的汽车公司。特斯拉从初生到成为王者，仅仅用时17年。时代里程碑的效应拉动整个电动汽车板块疯涨。国内造车新势力中首先上市的蔚来，股价不断创历史新高，今年以来累涨近300%。连还没有开始卖车的恒大健康一个月内都跟着涨了近3倍。看此良机，理想、小鹏均筹谋海外上市。6月1日，据爆料小鹏汽车已向美股市场提交IPO文件，计划融资5亿美元，最快7月份上市。7月10日，理想汽车正式向美提交招股说明书，计划在纳斯达克上市。造车比想象的还要烧钱，蔚来李斌此前说过，“造车就是一个很烧钱的事，所以新创企业想要造车，至少需要200亿以上的资金准备，否则别想做好。”高资金壁垒困住了众多的造车企业。回望2019年之前的造车新势力战国时代，以造车新势力自居的企业一度多达上百家。而到了2019年，全年有确切销量数据的仅有大概10家。从量产交付表现来看，蔚来、威马、小鹏、理想稳居第一梯队。与之相对的是，一部分的造车新势力逐渐开始破产失败离场了，比如曾经有最大车内屏幕、豪华高管阵容团队的拜腾，还有和拜腾一样的众多新势力品牌在时间中倒下了。美团王兴在某社交平台发文谈到，目前中国车企格局基本是“3+3+3+3”角逐下两轮，3家央企是一汽、东风、长安，3家地方国企是上汽、广汽、北汽，3家民企是吉利、长城、比亚迪，3家造车新势力是理想、蔚来、小鹏。王兴表示，最后一个3的最后一个名额应该是理想汽车而不是威马汽车，这消息一出来，威马沈晖表示愿意和王兴打赌，威马必然可以进入最后一个席位。王兴站理想无可厚非，毕竟已经真金白银投资成理想第二大股东，怎么也得自卖自夸，但威马掉队了吗？从销量、资金、技术上看，威马不仅没有掉队，位次还靠前。2019全年，威马以1.69万辆的交付量在造车新势力中排名第二，仅次于蔚来，小幅领先于小鹏。2020上半年，威马累计交付量7686辆，在造车新势力排名第三，威马EX5成为造车新势力中首款销量超过3万辆的车型。反而是小鹏略有掉队，被原第二梯队合众的哪吒超越。何小鹏在微博对此进行了解释，表示小鹏P7在6.28才开始规模对外交付，5月份和6月份大部分都是在做展车和试驾车交付。资金方面，至今威马汽车已披露累计融资约230亿元，资方包括百度和腾讯，累计融资金额高于小鹏和理想。在《2019全球独角兽企业500强发展报告》和《2019胡润全球独角兽榜》上，威马分别获得60亿美元及300亿元的估值，在未上市的新造车势力中居首。而在技术领域，首家落地V2G车桩双向充电技术应用的造车新势力、温州智慧城市合作企业的身份已经证明了自己的水准不差。威马汽车在L3、L4等高级别自动驾驶技术领域建立了技术储备，今年，适用于中国交通场景的L3级智能驾驶技术计划投入量产。同时，威马汽车还将推出适配5G技术的Living Engine 3.0系统及智能座舱。此外，威马汽车还计划在年内发布CPU和GPU的理论性能分别可达现有平台的8.5倍和20倍的全新芯片平台。从多个维度来看，在谈到头部造车新势力时，威马该拥有姓名。相比低调的威马，蔚来和小鹏一直被给予厚望。蔚来出生就要做高端，以高举高打的策略、前卫的时尚设计、领先的技术方案，成功打造出了一个高溢价品牌，并独创了“换电”模式。布局清晰唯独钱不够花，但这个问题合肥70亿战投加上带了6家银行提供104亿人民币授信给解决了，自己还增发7200万股融资。小鹏历时3年，投入30亿打造的第二款量产车型小鹏P7今年4月上市，新车拥有以XPILOT 3.0自动驾驶辅助系统、Xmart OS 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