FF2020的个人主页 - 老虎社区

FF2020

FF2020

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2021-04-09

$西方石油(OXY)$哥哥们怎么整

2022-03-28

$俄罗斯ETF-Market Vectors(RSX)$啥时候恢复交易，有消息没有？

2021-02-08

$西方石油(OXY)$未来50年内人类真的会摆脱石油能源吗？我始终感觉所谓的新能源就是个忽悠，忽悠概念而已。无论氢能源，核电，水电，光伏都没有解决一个最大的问题-成本。如果石油的替代能源价格昂贵的多，拿为什么现成的现场的原油不用，非要用其他能源呢？刨除成本谈环保就是泥嘛刷流氓。

2022-03-21

$俄罗斯ETF-Market Vectors(RSX)$今天能开盘吗？

2021-09-30

$西方石油(OXY)$MB，上个30会S啊[愤怒] [愤怒] [愤怒]

2025-06-26

$泡泡玛特(09992)$ 破

2022-06-17

$俄罗斯ETF-Market Vectors(RSX)$这个票到底要干嘛

2022-04-08

$俄罗斯ETF-Market Vectors(RSX)$这个票还有救吗？

2021-06-29

吹牛皮一个顶俩

抱歉，原内容已删除

2025-06-25

$泡泡玛特(09992)$ 赶紧跑泡沫要破

去老虎APP查看更多动态

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tg-height=\"395\"></p><p><b>市场为什么期待科技互联网巨头造车？</b></p><p>虽然苹果、百度、车企对这些报道传闻均表示不予置评，但市场对此依旧是热情万丈。</p><p>在此，问题也随之而来：市场为什么对科技互联网巨头造车，报有如此热情？</p><p>在我看来，可能有这样几个方面的原因在相互交织。</p><p>一是当前汽车市场正进入以“电动化、智能化、共享化、网联化”为核心特征的新四化时代，汽车也因此被定义为第四空间，成为承载资讯服务、娱乐休闲等当下互联网服务以及链接未来自动驾驶的新一代生态集合体。</p><p>但观察汽车行业，却不难发现在汽车新四化上，传统汽车厂商其实走得相对较为迟缓，反而是造车新势力们表现良好，特别是在电动化和智能化这两大趋势上，新势力们拥有更为大胆的步伐，也得到了更多新生代用户的认可，市场对其未来发展空间，也是报以极大期待，这从汽车新势力们虽然在产品销量、盈利能力上远不及传统汽车巨头，但却纷纷上演市值反超的现实中，均可见一斑。</p><p>二是市场规模超过两万亿美元的汽车市场，以其足够大的市场规模，被业界认为是科技互联网巨头们开辟新增长空间的关键钥匙，诸如市值已达两万亿的苹果，想要实现更大的市值突破，进入市场广阔的汽车市场就是其为数不多的选择。而在汽车成为第四空间趋势下，其也被视为是当前互联网人口红利渐失现实下，科技互联网巨头们获取新一轮增长的机会之地。</p><p><img src=\"https://static.tigerbbs.com/a17b5646c04ec5e187fa110d4c36ae36\" tg-width=\"1080\" tg-height=\"762\"></p><p>三是汽车市场正呈现出的一大趋势是，越往后，决定汽车产品竞争力与豪华度的，将不是现有的这些要素，而是智能化能力，这使得百年汽车市场正处百年未有之大变局。</p><p>而纵观行业，更能发现的一大现实是，市场的颠覆性创新，往往不会由行业内的传统巨头开启，反而是由行业外有与之存在技术交叉的跨界巨头来开启，而当下的苹果、百度等科技互联网巨头，正是具备开启汽车市场颠覆性创新的“种子选手”。</p><p>从现实来看，苹果在消费电子领域，凭借领先的“工业设计、系统构建、芯片设计、供应链重塑”等实力，已经成功颠覆了众多领域，这些能力，当然也可被迁移到汽车产业中，我们从苹果在汽车领域的众多专利申请中，就可窥见苹果在汽车产品上不同于传统巨头们的一些新思路，而这些思路或将为消费者带来全新体验。</p><p>再看百度，其独特优势在于其在人工智能领域拥有全球领先的技术实力，早在2013年，百度就开始布局自动驾驶技术，并在2017年就发布了旨在大幅降低行业准入门槛、助力传统车企更为快速的搭建出一套属于自己的完整的自动驾驶系统的Apollo(阿波罗)平台开放计划，志在成为自动驾驶领域的“Android系统”，当下已与吉利、广汽、一汽、蔚来等210家业内伙伴构建起了全球自动驾驶生态联盟。</p><p><b>同是造车，百度或许比苹果更为值得期待</b></p><p>这些现实的相互交融，使得资本市场对苹果和百度等科技互联网巨头入场造车，变得颇为期待，其实即使是传统汽车巨头，也对科技互联网巨头进入汽车市场表示非常期待，诸如大众汽车CEO赫伯特·迪斯（Herbert Diess）就表示：“我们期待迎来新的竞争者，他们一定会加速行业的变革，并带来新的技术。他们有着难以置信的高估值，以及几乎无限的资源，因此我们非常尊重他们。“</p><p>而若当苹果和百度这类科技互联网巨头有朝一日真的入场造车，那么于个人而言，其实相对于苹果造车，个人更为看好“百度造车”。</p><p><b>核心原因在于：未来汽车产品的核心竞争力，必然会落脚到汽车自动驾驶能力的竞争上。而从当前现实来看，百度相对于苹果而言，显然是更具优势的存在。</b></p><p>苹果虽然拥有对消费需求的明锐洞察以及领先的工业设计、软件系统、芯片设计等能力，但在关乎汽车未来发展的自动驾驶技术领域，其并未展现出强势竞争力。</p><p>天风国际在日前发布的《别在这时候买进Apple Car概念股》投资风险警示报告中就谈到：“虽市场目前已臆测Apple Car可能硬件规格，但我们相信Apple Car若要成功，关键不在硬件，而是大数据/AI。而截至目前为止，Apple并没有在既有产品上，展现出显著的大数据/AI竞争优势·····苹果的Apple Car正面临发布时间、硬件规格和EV/自驾车市场竞争力的三大不确定性。”</p><p>但反观百度，在关乎未来汽车核心竞争力的AI能力上，却是远超苹果的存在——当下其AI能力就已被业内认可，并被市场初步验证。</p><p>在第二届Apollo生态大会上，Apollo最新发布的成绩单中，能够看到：目前百度Apollo拥有自动驾驶全球专利申请数2900项，获得测试牌照总计近200张，测试里程超过700万公里，并做到了零安全事故；Apollo GO成为全球唯一在多城开展Robotaxi与Robobus运营的出行服务，接待乘客超过21万名。</p><p>在智能汽车领域，百度更是将其L4自动驾驶技术降维释放到辅助驾驶产品中。Apollo智驾发布的高级别智能驾驶解决方案ANP（Apollo Navigation Pilot），不同于行业方案仅支持高速和城市环线，还可以在城市道路使用，从AVP到ANP，让Apollo实现了面向城市复杂道路的全场景自动驾驶量产解决方案。</p><p><img src=\"https://static.tigerbbs.com/b7348b34054978b0983fd26342fe649b\" tg-width=\"1000\" tg-height=\"542\"></p><p>而这只是Apollo乐高式汽车智能化解决方案的冰山一角，这一方案包括高品质、更开放、可组装的“智驾、智舱、智图、智云”四大系列产品。Apollo智驾已开启大规模量产，当下广汽、威马、长城等品牌就已与百度Apollo在AVP开展了量产合作，未来3-5年预计搭载Apollo智驾产品的前装量产车将达到100万台；Apollo智舱已经与超过70家车企600款车型展开合作，并且百度还有自动驾驶必须的高精地图等能力。</p><p>就像业内评价的：百度有芯片，有云计算，有国内最强ai技术，有ACE智能交通引擎，有Apollo自动驾驶，还有高精地图，就差自己造车了，完美闭环。这是百度相对于苹果造车的优势所在，也是我认为百度造车更为值得期待的原因所在，可以说百度当前已经具备了造好一辆未来汽车所必需的软实力，如果真的入场造车，那么业界所期待的软硬一体，其实百度是有极大机会实现的。</p><p><b>万亿市值，百度的应许之地</b></p><p>如前所言，进入汽车市场，进行整车制造，被业界认为是苹果开启下一个万亿市值的关键要素，在我看来，若苹果能够凭借造车打开万亿市值新增量，那么在自动驾驶领域领先于苹果的百度，在未来也应能成为万亿市值俱乐部中的一员。</p><p>为什么这么说，能够看到，随着自动驾驶技术成为行业竞争核心要素，其实当下业内也已对百度Apollo的价值给出了大致标的。</p><p>瑞银在前段时间发布的报告中，按照Waymo估值的三分之一来锚定百度Apollo自动驾驶的估值约为100亿美元。而若以此前摩根士丹利对Waymo 1050亿美元的估值来计算，那么当下百度Apollo的估值将在350亿美元左右。</p><p>需要看到的是，Apollo自动驾驶其实只是百度Apollo能力的一部分，Apollo的完整能力还包括智能汽车和智能交通，三者正构成Apollo前行的三驾马车。</p><p>智能汽车部分，则是以当下软件正成为特斯拉、蔚来汽车等电动汽车厂商市值重要构成部分来锚定。</p><p>从业内来看，摩根士丹利认为特斯拉FSD将占据其市值三分之一；中金认为蔚来汽车软件将占到其市值的二分之一。百度Apollo智能汽车的估值可以参考蔚来软件部分，达到300亿元美元左右，其高位可参考特斯拉FSD，即三分之一特斯拉市值，约为1000-2000亿美元。</p><p>所以很显然的是，Apollo还有更大的价值空间。特别是考虑到未来的汽车产品将不会是单一的自动驾驶技术产品，其将是高度智能化的集合体；智能交通建设也将不断深入的现实下。</p><p>所以说万亿市值，将是百度的应许之地，其实并不为过。</p>","source":"lsy1574237633468","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>同是造车，百度或许比苹果更为值得期待</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n同是造车，百度或许比苹果更为值得期待\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-31 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd><strong>邻章</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场对科技互联网巨头入场造车，正报以热切期待。苹果公司被传出将于2021年发布首款汽车产品后，当日股票大涨5%；无独有偶，路透社有关百度正考虑自己生产电动汽车，并已经与汽车制造商开始就可行性进行谈判的报道，也致百度股票当日大涨14%，并且近一段时间以来，资本市场似乎正在对百度的价值进行新一轮的重估与认可，表现在股价上是其正迎来近两年来的最佳股价表现——相对于五月份的低点而言，涨幅超过一倍。市场...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd\">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/132f855a90cc6104b0ae70be470763a6","relate_stocks":{"AAPL":"苹果","BIDU":"百度"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125157737","content_text":"市场对科技互联网巨头入场造车，正报以热切期待。苹果公司被传出将于2021年发布首款汽车产品后，当日股票大涨5%；无独有偶，路透社有关百度正考虑自己生产电动汽车，并已经与汽车制造商开始就可行性进行谈判的报道，也致百度股票当日大涨14%，并且近一段时间以来，资本市场似乎正在对百度的价值进行新一轮的重估与认可，表现在股价上是其正迎来近两年来的最佳股价表现——相对于五月份的低点而言，涨幅超过一倍。市场为什么期待科技互联网巨头造车？虽然苹果、百度、车企对这些报道传闻均表示不予置评，但市场对此依旧是热情万丈。在此，问题也随之而来：市场为什么对科技互联网巨头造车，报有如此热情？在我看来，可能有这样几个方面的原因在相互交织。一是当前汽车市场正进入以“电动化、智能化、共享化、网联化”为核心特征的新四化时代，汽车也因此被定义为第四空间，成为承载资讯服务、娱乐休闲等当下互联网服务以及链接未来自动驾驶的新一代生态集合体。但观察汽车行业，却不难发现在汽车新四化上，传统汽车厂商其实走得相对较为迟缓，反而是造车新势力们表现良好，特别是在电动化和智能化这两大趋势上，新势力们拥有更为大胆的步伐，也得到了更多新生代用户的认可，市场对其未来发展空间，也是报以极大期待，这从汽车新势力们虽然在产品销量、盈利能力上远不及传统汽车巨头，但却纷纷上演市值反超的现实中，均可见一斑。二是市场规模超过两万亿美元的汽车市场，以其足够大的市场规模，被业界认为是科技互联网巨头们开辟新增长空间的关键钥匙，诸如市值已达两万亿的苹果，想要实现更大的市值突破，进入市场广阔的汽车市场就是其为数不多的选择。而在汽车成为第四空间趋势下，其也被视为是当前互联网人口红利渐失现实下，科技互联网巨头们获取新一轮增长的机会之地。三是汽车市场正呈现出的一大趋势是，越往后，决定汽车产品竞争力与豪华度的，将不是现有的这些要素，而是智能化能力，这使得百年汽车市场正处百年未有之大变局。而纵观行业，更能发现的一大现实是，市场的颠覆性创新，往往不会由行业内的传统巨头开启，反而是由行业外有与之存在技术交叉的跨界巨头来开启，而当下的苹果、百度等科技互联网巨头，正是具备开启汽车市场颠覆性创新的“种子选手”。从现实来看，苹果在消费电子领域，凭借领先的“工业设计、系统构建、芯片设计、供应链重塑”等实力，已经成功颠覆了众多领域，这些能力，当然也可被迁移到汽车产业中，我们从苹果在汽车领域的众多专利申请中，就可窥见苹果在汽车产品上不同于传统巨头们的一些新思路，而这些思路或将为消费者带来全新体验。再看百度，其独特优势在于其在人工智能领域拥有全球领先的技术实力，早在2013年，百度就开始布局自动驾驶技术，并在2017年就发布了旨在大幅降低行业准入门槛、助力传统车企更为快速的搭建出一套属于自己的完整的自动驾驶系统的Apollo(阿波罗)平台开放计划，志在成为自动驾驶领域的“Android系统”，当下已与吉利、广汽、一汽、蔚来等210家业内伙伴构建起了全球自动驾驶生态联盟。同是造车，百度或许比苹果更为值得期待这些现实的相互交融，使得资本市场对苹果和百度等科技互联网巨头入场造车，变得颇为期待，其实即使是传统汽车巨头，也对科技互联网巨头进入汽车市场表示非常期待，诸如大众汽车CEO赫伯特·迪斯（Herbert Diess）就表示：“我们期待迎来新的竞争者，他们一定会加速行业的变革，并带来新的技术。他们有着难以置信的高估值，以及几乎无限的资源，因此我们非常尊重他们。“而若当苹果和百度这类科技互联网巨头有朝一日真的入场造车，那么于个人而言，其实相对于苹果造车，个人更为看好“百度造车”。核心原因在于：未来汽车产品的核心竞争力，必然会落脚到汽车自动驾驶能力的竞争上。而从当前现实来看，百度相对于苹果而言，显然是更具优势的存在。苹果虽然拥有对消费需求的明锐洞察以及领先的工业设计、软件系统、芯片设计等能力，但在关乎汽车未来发展的自动驾驶技术领域，其并未展现出强势竞争力。天风国际在日前发布的《别在这时候买进Apple Car概念股》投资风险警示报告中就谈到：“虽市场目前已臆测Apple Car可能硬件规格，但我们相信Apple Car若要成功，关键不在硬件，而是大数据/AI。而截至目前为止，Apple并没有在既有产品上，展现出显著的大数据/AI竞争优势·····苹果的Apple Car正面临发布时间、硬件规格和EV/自驾车市场竞争力的三大不确定性。”但反观百度，在关乎未来汽车核心竞争力的AI能力上，却是远超苹果的存在——当下其AI能力就已被业内认可，并被市场初步验证。在第二届Apollo生态大会上，Apollo最新发布的成绩单中，能够看到：目前百度Apollo拥有自动驾驶全球专利申请数2900项，获得测试牌照总计近200张，测试里程超过700万公里，并做到了零安全事故；Apollo GO成为全球唯一在多城开展Robotaxi与Robobus运营的出行服务，接待乘客超过21万名。在智能汽车领域，百度更是将其L4自动驾驶技术降维释放到辅助驾驶产品中。Apollo智驾发布的高级别智能驾驶解决方案ANP（Apollo Navigation Pilot），不同于行业方案仅支持高速和城市环线，还可以在城市道路使用，从AVP到ANP，让Apollo实现了面向城市复杂道路的全场景自动驾驶量产解决方案。而这只是Apollo乐高式汽车智能化解决方案的冰山一角，这一方案包括高品质、更开放、可组装的“智驾、智舱、智图、智云”四大系列产品。Apollo智驾已开启大规模量产，当下广汽、威马、长城等品牌就已与百度Apollo在AVP开展了量产合作，未来3-5年预计搭载Apollo智驾产品的前装量产车将达到100万台；Apollo智舱已经与超过70家车企600款车型展开合作，并且百度还有自动驾驶必须的高精地图等能力。就像业内评价的：百度有芯片，有云计算，有国内最强ai技术，有ACE智能交通引擎，有Apollo自动驾驶，还有高精地图，就差自己造车了，完美闭环。这是百度相对于苹果造车的优势所在，也是我认为百度造车更为值得期待的原因所在，可以说百度当前已经具备了造好一辆未来汽车所必需的软实力，如果真的入场造车，那么业界所期待的软硬一体，其实百度是有极大机会实现的。万亿市值，百度的应许之地如前所言，进入汽车市场，进行整车制造，被业界认为是苹果开启下一个万亿市值的关键要素，在我看来，若苹果能够凭借造车打开万亿市值新增量，那么在自动驾驶领域领先于苹果的百度，在未来也应能成为万亿市值俱乐部中的一员。为什么这么说，能够看到，随着自动驾驶技术成为行业竞争核心要素，其实当下业内也已对百度Apollo的价值给出了大致标的。瑞银在前段时间发布的报告中，按照Waymo估值的三分之一来锚定百度Apollo自动驾驶的估值约为100亿美元。而若以此前摩根士丹利对Waymo 1050亿美元的估值来计算，那么当下百度Apollo的估值将在350亿美元左右。需要看到的是，Apollo自动驾驶其实只是百度Apollo能力的一部分，Apollo的完整能力还包括智能汽车和智能交通，三者正构成Apollo前行的三驾马车。智能汽车部分，则是以当下软件正成为特斯拉、蔚来汽车等电动汽车厂商市值重要构成部分来锚定。从业内来看，摩根士丹利认为特斯拉FSD将占据其市值三分之一；中金认为蔚来汽车软件将占到其市值的二分之一。百度Apollo智能汽车的估值可以参考蔚来软件部分，达到300亿元美元左右，其高位可参考特斯拉FSD，即三分之一特斯拉市值，约为1000-2000亿美元。所以很显然的是，Apollo还有更大的价值空间。特别是考虑到未来的汽车产品将不会是单一的自动驾驶技术产品，其将是高度智能化的集合体；智能交通建设也将不断深入的现实下。所以说万亿市值，将是百度的应许之地，其实并不为过。","news_type":1,"symbols_score_info":{"AAPL":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":348542855,"gmtCreate":1617945720877,"gmtModify":1617945720877,"author":{"id":"3547636203086444","authorId":"3547636203086444","name":"FF2020","avatar":"https://static.tigerbbs.com/73a54a303ff2c905483bbccd20d693de","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636203086444","idStr":"3547636203086444"},"themes":[],"htmlText":"<a 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