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投资未来
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skter
2021-04-15
[开心]
电动车的“老前辈”，还能跟得上时代么？
skter
2021-10-17
$富时新加坡海峡指数(STI.SI)$
[微笑]
skter
2021-10-04
$富时新加坡海峡指数(STI.SI)$
[微笑]
skter
2021-03-27
中美战一触即发！
抱歉，原内容已删除
skter
2021-05-22
[微笑]
抱歉，原内容已删除
skter
2021-03-12
真的是强心剂吗？
抱歉，原内容已删除
skter
2021-05-30
[微笑]
抱歉，原内容已删除
skter
2021-03-12
$富时新加坡海峡指数(STI.SI)$
牛熊交替
skter
2021-09-24
[微笑]
skter
2021-06-21
[微笑]
抱歉，原内容已删除
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结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","text":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ ，股价在周中创了新高。现在Brk的市值跟$英伟达(NVDA)$ 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF$消费品指数ETF-SPDR主要消费品(XLP)$ ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","images":[{"img":"https://static.tigerbbs.com/d29067b6581247f9ce35181e23d36380","width":"2188","height":"1150"},{"img":"https://static.tigerbbs.com/7108d9566091f4e2a50fc47a7c5c0619","width":"1282","height":"582"},{"img":"https://static.tigerbbs.com/4137e48e4232db1aaf465714045d6d4a","width":"830","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693017474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874428908,"gmtCreate":1637813990653,"gmtModify":1637813990653,"author":{"id":"3568255695904343","authorId":"3568255695904343","name":"skter","avatar":"https://static.tigerbbs.com/d14e3579f29b71aa09cb7cc2b9d8eaed","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568255695904343","authorIdStr":"3568255695904343"},"themes":[],"htmlText":"会有大动作吗？","listText":"会有大动作吗？","text":"会有大动作吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874428908","repostId":"1104782147","repostType":4,"repost":{"id":"1104782147","kind":"news","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":1637552337,"share":"https://www.laohu8.com/m/news/1104782147?lang=zh_CN&edition=full","pubTime":"2021-11-22 11:38","market":"hk","language":"zh","title":"提醒：美股周四因感恩节休市，周五提前三小时收盘","url":"https://stock-news.laohu8.com/highlight/detail?id=1104782147","media":"老虎资讯综合","summary":"11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。11月26日（周五）纽交所和纳斯达克将于当地时间下午1点提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。","content":"<p>11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</p>\n<p>11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景补充：</b></p>\n<p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p>\n<p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p>\n<p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p>\n<p>黑色星期五通常被看作是圣诞购物季节的开始。</p>\n<p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>","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>提醒：美股周四因感恩节休市，周五提前三小时收盘</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; 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class=\"title\">\n提醒：美股周四因感恩节休市，周五提前三小时收盘\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\">2021-11-22 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</p>\n<p>11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景补充：</b></p>\n<p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p>\n<p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p>\n<p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p>\n<p>黑色星期五通常被看作是圣诞购物季节的开始。</p>\n<p><img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104782147","content_text":"11月25日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。\n11月26日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景补充：\n感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。\n自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。\n感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。\n黑色星期五通常被看作是圣诞购物季节的开始。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870180005,"gmtCreate":1636593241097,"gmtModify":1636593241166,"author":{"id":"3568255695904343","authorId":"3568255695904343","name":"skter","avatar":"https://static.tigerbbs.com/d14e3579f29b71aa09cb7cc2b9d8eaed","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568255695904343","authorIdStr":"3568255695904343"},"themes":[],"htmlText":"<a 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","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":65,"repostSize":0,"link":"https://laohu8.com/post/347029225","repostId":"2127507428","repostType":4,"repost":{"id":"2127507428","kind":"highlight","pubTimestamp":1618448700,"share":"https://www.laohu8.com/m/news/2127507428?lang=zh_CN&edition=full","pubTime":"2021-04-15 09:05","market":"us","language":"zh","title":"电动车的“老前辈”，还能跟得上时代么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2127507428","media":"虎嗅","summary":"要么有技术亮点，要么能快速量产","content":"<p>电动车，是新能源的“中坚力量”，但其实并不新。</p><p>在汽车这个概念刚被提出时，最原始的动力来源其实就是电池和电机，比如费迪南德·保时捷在1898年制造出了第一辆电动车；只不过由于受电池性能限制，内燃机成为了汽车的核心。</p><p>但是纵观近几十年，真正意义上被市场接受的第一款电动车，其实是1996年由通用公司推出的EV1。只不过后来因为当时的利益和多方面因素影响，这款仅供租赁的电动车，最终在2003年大部分EV1被回收并销毁。有意思的是就在三年后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的第一款车Roadster问世，掀开了电动车的新篇章。</p><p>注：由于设法减轻空气污染，加州空气资源委员会要求该州销售汽车的生产商必须提供零排放车辆。1996年，通用公司开始在加州和亚利桑那州租赁一款名叫EV1的电动车。EV1是一款双门运动轿车，零百加速时间为6.3秒，极速被限制在128km/h，其原型车在1994年曾跑出296km/h，由于当时电池技术制约，其续航仅为140km。（头图为该车型）</p><p>当然，在那个时间节点，由于缺乏整个行业的相关供应链，即便这款零售价3.4万美元的EV1真正面向市场销售，有多少人真的会买暂且不谈，通用其实也很难赚到什么钱。</p><p>随后，或许是在特斯拉的影响下，又或是通用内部还是有人不愿意舍弃掉研发EV1时的技术积累。2012年，通用开始研发Bolt EV，代号G2KCZ（G2意为Gamma第二代平台，K为掀背车，C为Chevrolet，Z为电动车），2015年亮相，2016年开始交付。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/14/173025413627.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"896\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p><p>Bolt EV虽然比Model 3的交付时间早半年多，但其销量并没能赶得上Model 3那么火爆，其本质原因主要是两个方面。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/14/232741153939.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>其一是作为传统车企的通用，未能下决心全面投入电动车，并没有纯电平台，加上当时电动车的行业供应也不成熟，导致其生产成本较高，所以售价甚至还略高于Model 3；其二是通用原本采用的车机中安吉星系统曾是“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>”的先锋，但相较于特斯拉而言，通用在智能化方面有些停滞不前。</p><p>尽管通用有犹豫不决和顽固的地方，但是通用起码在两个方面做对了，其一是对于三电系统的技术经验积攒了下来，与各类供应商之间建立的紧密的合作关系，例如LG电池；其二是对自动驾驶投入了较大的力度，2014年就曾披露将会在2017年凯迪拉克车型引入“Super Cruise”自动驾驶技术，并在2016年在公共道路上进行自动驾驶测试。</p><p>注：2016年通用还收购了自动驾驶公司Cruise Automation，用于推进共享车队的自动驾驶技术；2017年通用收购了固态激光雷达公司Srobe，将结合通用、Cruise研究未来自动驾驶技术。</p><p>三电技术怎么样，通过其整个系统的效率其实就能看出些端倪，Chevy Bolt EV在2017年时候的能耗就已经做到28kWh/100mi（约161公里），对比此时Model 3长续航的27kWh/100mi的能耗比不相上下。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/14/234432144823.png?imageView2/2/w/1000/format/png/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"674\" referrerpolicy=\"no-referrer\"></p><p>而通用的自动驾驶Super Cruise表现如何，通过美国《消费者报告》关于自动驾驶评分中第一名是Super Cruise，而第二名才是特斯拉的AP系统就可知晓。尽管这份评分中，对于驾驶者注意力监控的评分权重放的比较高，使得评分被人批评略有偏颇，但Super Cruise的凯迪拉克早在几年前就能实现高速公路完全脱离方向盘的L3级别自动驾驶功能，这个优势是毋庸置疑的。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/14/235251033987.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p><p>也正是得益于通用此前的积累，通用才为接下来宏大的全面电动化目标打下了基础。而要全面进军电动车市场，怎么也都绕不过中国这个庞大的市场。</p><p>要想在竞争极度激烈的中国市场中存活和发展，就必须得遵循中国消费者的期望和中国市场的玩法。简单来说就一句话：要么足够便宜，也就是控制好生产成本，将性价比放在第一位；要么足够有产品力，也就是足够智能，将消费者的体验放在第一位。</p><p>上汽通用在2025年前将会推出10款以上包括凯迪拉克、别克、雪佛兰三个品牌的Ultium国产新能源车型。换句话说，上汽通用的电动车将会覆盖从低端到高端大部分价位，来满足各种不同预算的消费人群，不过尽管相比于凯迪拉克而言，别克、雪佛兰相对平民一些，上汽通用也会逐步将VCS虚拟座舱、VIP智能电子架构以及 Super Cruise “下放”至后两个品牌车型。</p><p>鉴于之前Bolt EV的“前车之鉴”，通用对于未来的所有期许，几乎都要基于Ultium生产平台、VIP智能电子架构，当然还有Super Cruise的进一步技术升级。</p><p>Ultium平台是通用为电动车打造的全新生产平台，虽然如今各大传统车企都在推出全新纯电平台，其中也都不乏灵活性（适配各种级别、各种尺寸的车型）、智能化（自动驾驶、智能座舱）、安全（针对电动车的车身碰撞安全优化，尤其对电池组）的特点，但是Ultium还是有些过人之处。</p><p>首先是灵活性，作为一个生产平台，这其实是本该就具有的功能；传统车企与新势力们不同，一般旗下拥有多个品牌以及很多车型，如果为每个车型都单独做一套生产平台，非常不现实也会耗费大量成本。</p><p>但是Ultium中对于电池包的灵活考虑，颇有意思。</p><p>其电池包的骨架结构除了具备周全的安全结构外，通过利用电芯成组的尺寸统一化和标准化，能够适配各类不同化学配方，以及方型、软包，甚至固态电池；也就是说，无论是谁提供的哪种电芯，通用都能够将其适配入电池包中，甚至还满足可替换、可升级的电池模组。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/004044335195.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/004114543253.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p><p>最夸张的特例就是悍马EV系列，通过堆叠将电池包叠成双层，既能保证电池管理以及电池温控的需求，又能够满足大型车辆的续航需求。并且随着电池技术的升级迭代，其用户可以选择升级适配新款电池模组，来升级车辆。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/004349517776.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"650\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>这种看似野蛮的方式，其中蕴含着多种技术的相互叠加，在保证安全和性能的情况下，对于研发的考验是巨大的。</p><p>比如通用采用了无线电池管理系统（wBMS），也就是每个电芯模组都具备无线信号通讯模块，将每个电芯的情况发送给电池包内管理系统，并通过无线通讯的方式监控、控制每个电芯模组。这样就使得电池包减少了90%的线束，减重的同时增加了体积能量密度，不仅能够提升续航里程，还能够带来更低的故障率。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/005344883972.jpg?imageView2/2/w/1000/format/jpg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p><p>更重要的是，对于多款车型的需求，电池模组能够更加灵活的布局，而无需为每款车型单独设计和安装线束，达到充分的灵活性。</p><p>另外，关于动力形式，上汽通用也为此设计了多款电机、电池包配置，自由搭配来满足不同车型的需求。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/012134806547.png?imageView2/2/w/1000/format/png/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"277\" referrerpolicy=\"no-referrer\"></p><p>其次是智能。上汽通用的VIP电子架构，即是满足当下分区域控制级别的电子电器架构；除了能够满足深入底层的FOTA升级功能之外，还一开始就预埋了“云、管、端”的能力，来适配未来V2X的能力。</p><p>不过说实话，这部分通用并不没有什么优势和特点，其实无论是新势力，还是传统势力转型，这一步电子电器架构的升级，并非是亮点，而是必须，因为脱离了这层架构，后续所谓的智能座舱亦或是其他智能功能都会很难实现。</p><p>而真正通用智能部分比较令人期待的，其实是VSC智能座舱部分，或者说是其中配备业界最强的<a href=\"https://laohu8.com/S/QCOM\">高通</a>8195车规芯片，以及双景深激光AR-HUD。其中高通8195芯片提供的超强性能，才可能使得其33寸环绕视网膜屏幕流畅和实现诸多互联生态与智能场景功能；而双景深AR-HUD功能，即便市场上已经存在例如大众ID系列拥有的AR-HUD功能，但体验都较为一般，尤其在景深方面都略显不足，而通用所谓的双景深AR-HUD则能够实现视线不必来回切焦距，就能获得与实景结合的导航信息，将会是体验非常优秀的功能。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/011237830418.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p><p>然后更加值得一提的则是 Super Cruise 在中国市场的全面展开，该功能的高精地图已经在中国覆盖了30万公里的高速道路，也就是在这些路段将能够提供L3级别自动驾驶，完全托管状态。并且依据中国道路特点，上汽通用还推出了新一代智能泊车辅助系统，支持各种类的车位识别，以及遥控进入车位等功能。</p><p>最后关于安全性，亮点其实就两个。一个是上汽通用与本土供应商共同研发的三元锂电芯优化配方，提升了10%的热稳定性，具备低衰减、长寿命的优势；Ultium平台电池实现了极高的热稳定性能，且支持全生命周期快充而对电池容量几乎没有影响。另一个则是基于电池监控系统、纳米航天凝胶材料、电池包结构材料以及冷却系统的设计，配合IP67防尘防水和IP6K9K高压喷水防护的密封等级，实现全方位的电池包安全性能。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/012016639950.png?imageView2/2/w/1000/format/png/interlace/1/q/85\" tg-width=\"1000\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p><p>为了这一系列的技术应用以及相关车型的量产，上汽通用计划在2025年投入超过500亿人民币，加速这一进程的推进速度。</p><p>实话说，通用在电动化时代曾经是先锋，而后却因为诸多原因差点半途而废，如今虽说拿出了足够的诚意，但有一个巨大的问题就摆在眼前：时间。</p><p>尽管上汽通用称在几天后的上海车展亮相的概念车Lyriq将会在年底量产，但其余从上至下的三品牌车型，仍需要2年左右的时间，才能逐渐推向市场。</p><p><img src=\"https://img.huxiucdn.com/article/content/202104/15/012653730098.jpeg?imageView2/2/w/1000/format/jpeg/interlace/1/q/85\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>前两年，新势力层出不穷，似乎每家都卯足了劲要争做未来的汽车巨头；但彼时传统车企还未真正下场，他们所积蕴的势能还未释放，不过现如今大众已经开始大批量交付、宝马的纯电动几款车型交付在即，此外奔驰、奥迪的纯电动车也已经推向市场。</p><p>上汽通用花大功夫联合泛亚技术中心，将各类车型已经做到100%本土化零配件供应，极大降低了成本，变相提升了产品竞争力；但问题是，现在的电动车市场已经与两年前不可同日而语，先发优势已经在诸多品牌上体现的很足，再晚几年，科技公司的一窝蜂下场、新势力的层出不穷、传统车车企巨头的经营，整个市场大环境根本无法预估。</p><p>对于上汽通用而言，要想到时候在市场中夺得一席之地，恐怕还需要更加速度一些，否则这个当年的电动车先锋，很有可能就会成为“龟兔赛跑”中的那只兔子。</p>","source":"highlight_huxiu","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>电动车的“老前辈”，还能跟得上时代么？</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电动车的“老前辈”，还能跟得上时代么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 09:05 北京时间 <a href=https://www.huxiu.com/article/421830.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动车，是新能源的“中坚力量”，但其实并不新。在汽车这个概念刚被提出时，最原始的动力来源其实就是电池和电机，比如费迪南德·保时捷在1898年制造出了第一辆电动车；只不过由于受电池性能限制，内燃机成为了汽车的核心。但是纵观近几十年，真正意义上被市场接受的第一款电动车，其实是1996年由通用公司推出的EV1。只不过后来因为当时的利益和多方面因素影响，这款仅供租赁的电动车，最终在2003年大部分EV1被...</p>\n\n<a href=\"https://www.huxiu.com/article/421830.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202104/13/231056420083.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{},"source_url":"https://www.huxiu.com/article/421830.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127507428","content_text":"电动车，是新能源的“中坚力量”，但其实并不新。在汽车这个概念刚被提出时，最原始的动力来源其实就是电池和电机，比如费迪南德·保时捷在1898年制造出了第一辆电动车；只不过由于受电池性能限制，内燃机成为了汽车的核心。但是纵观近几十年，真正意义上被市场接受的第一款电动车，其实是1996年由通用公司推出的EV1。只不过后来因为当时的利益和多方面因素影响，这款仅供租赁的电动车，最终在2003年大部分EV1被回收并销毁。有意思的是就在三年后，特斯拉的第一款车Roadster问世，掀开了电动车的新篇章。注：由于设法减轻空气污染，加州空气资源委员会要求该州销售汽车的生产商必须提供零排放车辆。1996年，通用公司开始在加州和亚利桑那州租赁一款名叫EV1的电动车。EV1是一款双门运动轿车，零百加速时间为6.3秒，极速被限制在128km/h，其原型车在1994年曾跑出296km/h，由于当时电池技术制约，其续航仅为140km。（头图为该车型）当然，在那个时间节点，由于缺乏整个行业的相关供应链，即便这款零售价3.4万美元的EV1真正面向市场销售，有多少人真的会买暂且不谈，通用其实也很难赚到什么钱。随后，或许是在特斯拉的影响下，又或是通用内部还是有人不愿意舍弃掉研发EV1时的技术积累。2012年，通用开始研发Bolt EV，代号G2KCZ（G2意为Gamma第二代平台，K为掀背车，C为Chevrolet，Z为电动车），2015年亮相，2016年开始交付。Bolt EV虽然比Model 3的交付时间早半年多，但其销量并没能赶得上Model 3那么火爆，其本质原因主要是两个方面。其一是作为传统车企的通用，未能下决心全面投入电动车，并没有纯电平台，加上当时电动车的行业供应也不成熟，导致其生产成本较高，所以售价甚至还略高于Model 3；其二是通用原本采用的车机中安吉星系统曾是“智能”的先锋，但相较于特斯拉而言，通用在智能化方面有些停滞不前。尽管通用有犹豫不决和顽固的地方，但是通用起码在两个方面做对了，其一是对于三电系统的技术经验积攒了下来，与各类供应商之间建立的紧密的合作关系，例如LG电池；其二是对自动驾驶投入了较大的力度，2014年就曾披露将会在2017年凯迪拉克车型引入“Super Cruise”自动驾驶技术，并在2016年在公共道路上进行自动驾驶测试。注：2016年通用还收购了自动驾驶公司Cruise Automation，用于推进共享车队的自动驾驶技术；2017年通用收购了固态激光雷达公司Srobe，将结合通用、Cruise研究未来自动驾驶技术。三电技术怎么样，通过其整个系统的效率其实就能看出些端倪，Chevy Bolt EV在2017年时候的能耗就已经做到28kWh/100mi（约161公里），对比此时Model 3长续航的27kWh/100mi的能耗比不相上下。而通用的自动驾驶Super Cruise表现如何，通过美国《消费者报告》关于自动驾驶评分中第一名是Super Cruise，而第二名才是特斯拉的AP系统就可知晓。尽管这份评分中，对于驾驶者注意力监控的评分权重放的比较高，使得评分被人批评略有偏颇，但Super Cruise的凯迪拉克早在几年前就能实现高速公路完全脱离方向盘的L3级别自动驾驶功能，这个优势是毋庸置疑的。也正是得益于通用此前的积累，通用才为接下来宏大的全面电动化目标打下了基础。而要全面进军电动车市场，怎么也都绕不过中国这个庞大的市场。要想在竞争极度激烈的中国市场中存活和发展，就必须得遵循中国消费者的期望和中国市场的玩法。简单来说就一句话：要么足够便宜，也就是控制好生产成本，将性价比放在第一位；要么足够有产品力，也就是足够智能，将消费者的体验放在第一位。上汽通用在2025年前将会推出10款以上包括凯迪拉克、别克、雪佛兰三个品牌的Ultium国产新能源车型。换句话说，上汽通用的电动车将会覆盖从低端到高端大部分价位，来满足各种不同预算的消费人群，不过尽管相比于凯迪拉克而言，别克、雪佛兰相对平民一些，上汽通用也会逐步将VCS虚拟座舱、VIP智能电子架构以及 Super Cruise “下放”至后两个品牌车型。鉴于之前Bolt EV的“前车之鉴”，通用对于未来的所有期许，几乎都要基于Ultium生产平台、VIP智能电子架构，当然还有Super Cruise的进一步技术升级。Ultium平台是通用为电动车打造的全新生产平台，虽然如今各大传统车企都在推出全新纯电平台，其中也都不乏灵活性（适配各种级别、各种尺寸的车型）、智能化（自动驾驶、智能座舱）、安全（针对电动车的车身碰撞安全优化，尤其对电池组）的特点，但是Ultium还是有些过人之处。首先是灵活性，作为一个生产平台，这其实是本该就具有的功能；传统车企与新势力们不同，一般旗下拥有多个品牌以及很多车型，如果为每个车型都单独做一套生产平台，非常不现实也会耗费大量成本。但是Ultium中对于电池包的灵活考虑，颇有意思。其电池包的骨架结构除了具备周全的安全结构外，通过利用电芯成组的尺寸统一化和标准化，能够适配各类不同化学配方，以及方型、软包，甚至固态电池；也就是说，无论是谁提供的哪种电芯，通用都能够将其适配入电池包中，甚至还满足可替换、可升级的电池模组。最夸张的特例就是悍马EV系列，通过堆叠将电池包叠成双层，既能保证电池管理以及电池温控的需求，又能够满足大型车辆的续航需求。并且随着电池技术的升级迭代，其用户可以选择升级适配新款电池模组，来升级车辆。这种看似野蛮的方式，其中蕴含着多种技术的相互叠加，在保证安全和性能的情况下，对于研发的考验是巨大的。比如通用采用了无线电池管理系统（wBMS），也就是每个电芯模组都具备无线信号通讯模块，将每个电芯的情况发送给电池包内管理系统，并通过无线通讯的方式监控、控制每个电芯模组。这样就使得电池包减少了90%的线束，减重的同时增加了体积能量密度，不仅能够提升续航里程，还能够带来更低的故障率。更重要的是，对于多款车型的需求，电池模组能够更加灵活的布局，而无需为每款车型单独设计和安装线束，达到充分的灵活性。另外，关于动力形式，上汽通用也为此设计了多款电机、电池包配置，自由搭配来满足不同车型的需求。其次是智能。上汽通用的VIP电子架构，即是满足当下分区域控制级别的电子电器架构；除了能够满足深入底层的FOTA升级功能之外，还一开始就预埋了“云、管、端”的能力，来适配未来V2X的能力。不过说实话，这部分通用并不没有什么优势和特点，其实无论是新势力，还是传统势力转型，这一步电子电器架构的升级，并非是亮点，而是必须，因为脱离了这层架构，后续所谓的智能座舱亦或是其他智能功能都会很难实现。而真正通用智能部分比较令人期待的，其实是VSC智能座舱部分，或者说是其中配备业界最强的高通8195车规芯片，以及双景深激光AR-HUD。其中高通8195芯片提供的超强性能，才可能使得其33寸环绕视网膜屏幕流畅和实现诸多互联生态与智能场景功能；而双景深AR-HUD功能，即便市场上已经存在例如大众ID系列拥有的AR-HUD功能，但体验都较为一般，尤其在景深方面都略显不足，而通用所谓的双景深AR-HUD则能够实现视线不必来回切焦距，就能获得与实景结合的导航信息，将会是体验非常优秀的功能。然后更加值得一提的则是 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