夜月奋飞的个人主页 - 老虎社区

夜月奋飞

夜月奋飞

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IP属地：广东

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2主题

0勋章

2022-05-27

$特斯拉(TSLA)$继续加油

2022-06-17

$Feutune Light Acquisition Corporation(FLFVU)$难得中签，居然这个熊样[难过] [难过] [难过]

2025-12-13

为什么不是他自己去跑，要员工去跑，搞笑

何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”

2022-05-21

$特斯拉(TSLA)$淡定从容

2025-04-09

破200分批抄底，坚定看多。

2025-06-11

Replying to @王翔__Shaun_:萝卜快跑？笑死//@王翔__Shaun_:国内的无人滴滴都出来多久了啊，萝卜快跑，国内的机器人不比老马的要厉害吗？以前的特斯拉多牛逼，现在并不是这样子了啊。

2024-05-20

$Faraday Future(FFIE)$ 贾骗子骗子公司终究还是归0的结局

2025-06-30

你识条铁[贱笑]

杰富瑞（Jefferies）分析师说YU7 的售价为 253,500 元起($35,360)"略低于特斯拉的 Model

2025-05-29

$上证指数(000001.SH)$

2024-01-18

$上证指数(000001.SH)$ 痛快点吧，下去吧，别装了

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justify;\">何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-12 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">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/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451542707487040,"gmtCreate":1751265910238,"gmtModify":1751267456891,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"你识条铁[贱笑]&nbsp;&nbsp;","listText":"你识条铁[贱笑]&nbsp;&nbsp;","text":"你识条铁[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451542707487040","repostId":"2546798884","repostType":2,"repost":{"id":"2546798884","kind":"live","pubTimestamp":1750999547,"share":"https://www.laohu8.com/m/news/2546798884?lang=zh_CN&edition=full","pubTime":"2025-06-27 12:45","market":"us","language":"zh","title":"杰富瑞（Jefferies）分析师说YU7 的售价为 253,500 元起($35,360)\"略低于特斯拉的 Model","url":"https://stock-news.laohu8.com/highlight/detail?id=2546798884","media":"智通财经","summary":"杰富瑞（Jefferies）分析师说YU7 的售价为 253,500 元起($35,360)\"略低于特斯拉的 Model Y但它的规格和性能要好得多\"。","content":"<html><body><div>\n<div>\r\n                  杰富瑞（Jefferies）分析师说YU7 的售价为 253,500 元起($35,360)\"略低于特斯拉的 Model Y但它的规格和性能要好得多\"。                </div>\n</div></body></html>","source":"live_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\" 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>杰富瑞（Jefferies）分析师说YU7 的售价为 253,500 元起($35,360)\"略低于特斯拉的 Model</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 贾骗子 骗子公司终究还是归0的结局","text":"$Faraday Future(FFIE)$ 贾骗子 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00:26","market":"us","language":"zh","title":"乐道上线 蔚来“截杀”特斯拉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2435657433","media":"北京商报","summary":"从“阿尔卑斯”到“大别山”……经历各种名称猜测后，蔚来第二品牌最终定名“乐道”并于5月15日正式发布。早在2021年，蔚来汽车CEO李斌表示，蔚来进入大众市场的相关准备工作已经提速，将通过新品牌进入大众市场。作为对标BBA（奔驰、宝马、奥迪）的品牌，蔚来的车型价格均在30万元以上。而本次肩负蔚来下探抢市场份额的“小号”乐道，旗下首款车型乐道L60预售价为21.99万元起。","content":"<div>\n<p>从“阿尔卑斯”到“大别山”……经历各种名称猜测后，蔚来第二品牌最终定名“乐道”并于5月15日正式发布。 　　早在2021年，蔚来汽车CEO李斌表示，蔚来进入大众市场的相关准备工作已经提速，将通过新品牌进入大众市场。作为对标BBA（奔驰、宝马、奥迪）的品牌，蔚来的车型价格均在30万元以上。而本次肩负蔚来下探抢市场份额的“小号”乐道，旗下首款车型乐道L60预售价为21.99万元起。从首款车型定价来看，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405163077817967.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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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　　早在2021年，蔚来汽车CEO李斌表示，蔚来进入大众市场的相关准备工作已经提速，将通过新品牌进入大众市场。作为对标BBA（奔驰、宝马、奥迪）的品牌，蔚来的车型价格均在30万元以上。而本次肩负蔚来下探抢市场份额的“小号”乐道，旗下首款车型乐道L60预售价为21.99万元起。从首款车型定价来看，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405163077817967.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4509":"腾讯概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","NIO":"蔚来","LU2063271972.USD":"富兰克林创新领域基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4526":"热门中概股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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　　在明确与蔚来品牌定位差异的同时，在20万元级市场，乐道直接将竞争对手锁定“带头大哥”特斯拉Model Y。李斌在介绍其品牌定义和愿景时，直接提到两款在燃油车和电动车时代的标杆车型分别为丰田RAV4和特斯拉Model Y。艾铁成在发布乐道L60时更直指Model Y。 　　从车辆各项参数看，乐道L60均比特斯拉Model Y“多一点”。首先，在车身尺寸上，乐道L60的长宽高分别为4828毫米、1930毫米、1616毫米 ，轴距为2950毫米；特斯拉Model Y的长宽高分别为4750毫米、1821毫米、1624毫米，轴距为2890毫米。在CLTC续航里程方面，乐道L60标准版续航里程为555公里，特斯拉Model Y标准版续航里程为554公里，乐道L60 胜出1公里。 　　同时，在介绍乐道L60能耗时，发布会现场屏幕上更直接给出乐道L60与特斯拉Model Y两款车型的对比数值，其中乐道L60能耗为12.1千瓦时/百公里，特斯拉Model Y能耗为12.5千瓦时/百公里。而在价格上，艾铁成更直言乐道L60比特斯拉Model Y便宜3万元。对此有网友调侃称：“乐道是蔚来派来阻击特斯拉的‘王牌’吗？” 　　搬出“前辈”特斯拉作为对比，乐道抢夺大众市场份额的意图十分明显。数据显示，去年特斯拉在中国市场的销售量超60万辆，其中Model Y更是销量大户。在中国汽车流通协会专家委员会成员颜景辉看来，在国产Model 3与Model Y后，特斯拉的整体销量已形成规模化效应并成为全球电动车销冠，也成为各车企的竞争目标。不同于高价位的蔚来车型，乐道的产品将是蔚来在大众市场达成规模化的重要抓手，也是直面与特斯拉进行“对垒”。 　　不过，相比特斯拉而言，乐道与蔚来都是年轻品牌。在外界看来，作为蔚来的子品牌，乐道能否从特斯拉手中分一杯羹仍未可知。如今，新能源汽车市场早已迈过发展初期，车企卷产品、卷价格已让市场进入白热化竞争阶段，新能源车企正经历淘汰赛。不仅是特斯拉，包括问界、小鹏、智己等品牌旗下同样有与乐道L60形成竞争的车型，乐道仍面临不小挑战。 　　事实上，面对目前激烈的新能源车市场竞争，背靠蔚来换电体系，成为乐道的竞争“利器”。据了解，目前乐道拥有超千座换电站、超2.5万根自有充电桩。蔚来汽车联合创始人秦力洪表示：“蔚来交付首辆车后两年拥有200座换电站，而乐道发布就拥有1000多家换电站。”而在李斌看来，乐道的优势是基于蔚来已投入的研发以及蔚来体系的能力，其中包括服务体系以及充换电服务体系。（文章来源：北京商报）","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"NIO.SI":0.6,"09866":1,"NIO":1,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264303210455240,"gmtCreate":1705544222436,"gmtModify":1705544223391,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 痛快点吧，下去吧，别装了","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 痛快点吧，下去吧，别装了","text":"$上证指数(000001.SH)$ 痛快点吧，下去吧，别装了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264303210455240","isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253712013000864,"gmtCreate":1702959278046,"gmtModify":1702959279568,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"油价涨涨涨！还好我开电[开心]&nbsp;&nbsp;","listText":"油价涨涨涨！还好我开电[开心]&nbsp;&nbsp;","text":"油价涨涨涨！还好我开电[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253712013000864","repostId":"2392465339","repostType":2,"repost":{"id":"2392465339","kind":"news","pubTimestamp":1702956079,"share":"https://www.laohu8.com/m/news/2392465339?lang=zh_CN&edition=full","pubTime":"2023-12-19 11:21","market":"hk","language":"zh","title":"油价飙升、消耗20%全球运力、影响以色列30%进口，“红海受阻”意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2392465339","media":"华尔街见闻","summary":"红海货轮遇袭震惊全球贸易市场。分析预计，未来可能会出现更多的贸易中断，全球20%的运力因运输延误被消耗，以色列30%的进口受到影响，航运“大动脉”苏伊士运河也有关闭的风险。20%全球运力、以色列30%进口受到冲击，供应链中断风险进一步加剧自十月初以色列与哈马斯爆发新一轮冲突以来，已有十几艘途径红海水域的货船遭到攻击，数家主要航运公司和石油运输公司已暂停通过红海的服务。","content":"<html><head></head><body><blockquote><p>巴以冲突外溢风险已波及国际海运，分析预计，供应链中断风险进一步加剧，航运“大动脉”苏伊士运河也有关闭的风险。</p></blockquote><p>红海货轮遇袭震惊全球贸易市场。</p><p>周一国际原油大幅反弹，布伦特原油一度上涨近4%，目前已经连续5个交易日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e07f0b3d96c0ec9fe27a45df14917426\" title=\"\" tg-width=\"640\" tg-height=\"373\"/></p><p>全球航运股强势上涨，<strong>全球航运巨头马士基周一一度涨近5%，5个交易日累计上涨16%，意大利油轮D&#39;Amico、德国航运公司赫伯罗特(Hapag-Lloyd)和挪威油轮Hafnia周一涨幅在4% -7%不等，也延续了上周的飙升。</strong>A股国航远洋周一触及30cm涨停，锦江航运、中远海能等多股涨停。</p><p style=\"text-align: justify;\">这意味着，也门胡塞武装近日频频攻击红海水域的货船后，<strong>巴以冲突外溢风险加剧，已波及国际海运。分析预计，未来可能会出现更多的贸易中断，全球20%的运力因运输延误被消耗，以色列30%的进口受到影响，航运“大动脉”苏伊士运河也有关闭的风险。</strong></p><h2 id=\"id_748811709\" style=\"text-align: justify;\">20%全球运力、以色列30%进口受到冲击，供应链中断风险进一步加剧</h2><p style=\"text-align: justify;\">自十月初以色列与哈马斯爆发新一轮冲突以来，已有十几艘途径红海水域的货船遭到攻击，数家主要航运公司和石油运输公司已暂停通过红海的服务。</p><p style=\"text-align: justify;\">地中海航运公司（MSC）、马士基、 赫伯罗特、 达飞海运(CMA-CGM)、阳明海运和长荣海运均宣布改变所有预定的红海航程，以确保海员和船只安全。总的来说，<strong>这些航运公司约占全球贸易的60%。</strong>另外，英国石油公司BP和欧洲油气巨头挪威Equinor周一也宣布，暂停所有途经红海的运输。</p><p style=\"text-align: justify;\">长荣海运还表示，将暂时停止接受发往以色列的货物，并暂停对以色列的运输服务。</p><p style=\"text-align: justify;\">“大约30%的以色列进口商品是通过红海用集装箱船运送的。这些船舶需要提前2-3个月预订，用于运送消费品或其他产品。这意味着如果航程现在要延长，那么从远东地区进口的保质期为2-3个月的产品就不值得进口了。”以色列航运商会执行委员会成员Yoni Essakov表示。</p><p style=\"text-align: justify;\">Essakov补充说：“由于不确定性，进口商将需要增加库存，并支付更多费用，而其他人将因上市时间不具备竞争力而失去市场。”</p><p style=\"text-align: justify;\">据华尔街见闻稍早前文章，海事咨询公司Xeneta的首席分析师Peter Sand在谈到冲突对贸易和航运业的影响时称：“<strong>苏伊士运河（连接地中海与红海）关闭的可能性很小，但仍然存在这种风险。</strong>全球航运预计短期内会出现某种过度反应，途径苏伊士运河的贸易运输成本可能跳涨。”</p><p style=\"text-align: justify;\">“每年大约有19000艘船只通过苏伊士运河，”全球第一大海运货代德迅(Kuehne+Nagel)海运物流执行副总裁 Michael Aldwell说， “预计水运延误将消耗全球船队运力的20%，从而导致航运资源的可用性受到冲击。”</p><p style=\"text-align: justify;\">他补充说，将空集装箱运回亚洲也会出现延误，这只会加剧供应链的困境。</p><p style=\"text-align: justify;\">穆迪在给客户的一份报告中强调了延误的情况。</p><p style=\"text-align: justify;\">穆迪高级信贷官 Daniel Harlid 写道：“这种情况如果持续几天以上，将对集装箱航运业以及油轮和干散货市场产生积极的信贷影响。”<strong> “但这也增加了供应链进一步中断的风险。”</strong></p></body></html>","source":"wallstreetcn_api","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>油价飙升、消耗20%全球运力、影响以色列30%进口，“红海受阻”意味着什么？</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油价飙升、消耗20%全球运力、影响以色列30%进口，“红海受阻”意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-19 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3704541><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴以冲突外溢风险已波及国际海运，分析预计，供应链中断风险进一步加剧，航运“大动脉”苏伊士运河也有关闭的风险。红海货轮遇袭震惊全球贸易市场。周一国际原油大幅反弹，布伦特原油一度上涨近4%，目前已经连续5个交易日上涨。全球航运股强势上涨，全球航运巨头马士基周一一度涨近5%，5个交易日累计上涨16%，意大利油轮D'Amico、德国航运公司赫伯罗特(Hapag-Lloyd)和挪威油轮Hafnia周一涨幅在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3704541\">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/603df48106e82ba38501f9fbc3fcbc57","relate_stocks":{"BK4150":"赌场与赌博","BK4575":"芯片概念"},"source_url":"https://wallstreetcn.com/articles/3704541","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2392465339","content_text":"巴以冲突外溢风险已波及国际海运，分析预计，供应链中断风险进一步加剧，航运“大动脉”苏伊士运河也有关闭的风险。红海货轮遇袭震惊全球贸易市场。周一国际原油大幅反弹，布伦特原油一度上涨近4%，目前已经连续5个交易日上涨。全球航运股强势上涨，全球航运巨头马士基周一一度涨近5%，5个交易日累计上涨16%，意大利油轮D'Amico、德国航运公司赫伯罗特(Hapag-Lloyd)和挪威油轮Hafnia周一涨幅在4% -7%不等，也延续了上周的飙升。A股国航远洋周一触及30cm涨停，锦江航运、中远海能等多股涨停。这意味着，也门胡塞武装近日频频攻击红海水域的货船后，巴以冲突外溢风险加剧，已波及国际海运。分析预计，未来可能会出现更多的贸易中断，全球20%的运力因运输延误被消耗，以色列30%的进口受到影响，航运“大动脉”苏伊士运河也有关闭的风险。20%全球运力、以色列30%进口受到冲击，供应链中断风险进一步加剧自十月初以色列与哈马斯爆发新一轮冲突以来，已有十几艘途径红海水域的货船遭到攻击，数家主要航运公司和石油运输公司已暂停通过红海的服务。地中海航运公司（MSC）、马士基、 赫伯罗特、 达飞海运(CMA-CGM)、阳明海运和长荣海运均宣布改变所有预定的红海航程，以确保海员和船只安全。总的来说，这些航运公司约占全球贸易的60%。另外，英国石油公司BP和欧洲油气巨头挪威Equinor周一也宣布，暂停所有途经红海的运输。长荣海运还表示，将暂时停止接受发往以色列的货物，并暂停对以色列的运输服务。“大约30%的以色列进口商品是通过红海用集装箱船运送的。这些船舶需要提前2-3个月预订，用于运送消费品或其他产品。这意味着如果航程现在要延长，那么从远东地区进口的保质期为2-3个月的产品就不值得进口了。”以色列航运商会执行委员会成员Yoni Essakov表示。Essakov补充说：“由于不确定性，进口商将需要增加库存，并支付更多费用，而其他人将因上市时间不具备竞争力而失去市场。”据华尔街见闻稍早前文章，海事咨询公司Xeneta的首席分析师Peter Sand在谈到冲突对贸易和航运业的影响时称：“苏伊士运河（连接地中海与红海）关闭的可能性很小，但仍然存在这种风险。全球航运预计短期内会出现某种过度反应，途径苏伊士运河的贸易运输成本可能跳涨。”“每年大约有19000艘船只通过苏伊士运河，”全球第一大海运货代德迅(Kuehne+Nagel)海运物流执行副总裁 Michael Aldwell说， “预计水运延误将消耗全球船队运力的20%，从而导致航运资源的可用性受到冲击。”他补充说，将空集装箱运回亚洲也会出现延误，这只会加剧供应链的困境。穆迪在给客户的一份报告中强调了延误的情况。穆迪高级信贷官 Daniel Harlid 写道：“这种情况如果持续几天以上，将对集装箱航运业以及油轮和干散货市场产生积极的信贷影响。” “但这也增加了供应链进一步中断的风险。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228651643678808,"gmtCreate":1696845487260,"gmtModify":1696845488808,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"千年？去年你排第几？一上来就飘了？","listText":"千年？去年你排第几？一上来就飘了？","text":"千年？去年你排第几？一上来就飘了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228651643678808","repostId":"2374591815","repostType":2,"repost":{"id":"2374591815","kind":"news","pubTimestamp":1696833002,"share":"https://www.laohu8.com/m/news/2374591815?lang=zh_CN&edition=full","pubTime":"2023-10-09 14:30","market":"us","language":"zh","title":"9月新能源汽车销量榜单出炉：特斯拉“千年老二”","url":"https://stock-news.laohu8.com/highlight/detail?id=2374591815","media":"快科技","summary":"快科技10月9日消息，乘联会公布了2023年9月新能源乘用车厂商批发销量快讯。数据显示，2023年全国新能源乘用车发展优势不断巩固和扩大。乘联会综合预估9月新能源乘用车厂商批发销量83万辆，同比增长23%，环比增长4%。其中，比亚迪毫无悬念的稳坐冠军之位，9月批发销量286903辆；特斯拉“千年老二”，9月批发销量74073辆；吉利汽车位居第三，9月批发销量53692辆。乘联会初步测算今年1-9月累计批发592万辆，同比增长36%。乘联会预测2023年，中国新能源乘用车销量为850万辆，狭义乘用车销量为2350万辆，年度新能源车渗透率有望达到36%。","content":"<html><body><article><p>快科技10月9日消息，乘联会公布了2023年9月新能源乘用车厂商批发销量快讯。</p><p>数据显示，2023年全<a href=\"https://laohu8.com/S/600617\">国新能源</a>乘用车发展优势不断巩固和扩大。乘联会综合预估9月新能源乘用车厂商批发销量83万辆，同比增长23%，环比增长4%。</p><p>其中，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>毫无悬念的稳坐冠军之位，9月批发销量286903辆；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“千年老二”，9月批发销量74073辆；<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>位居第三，9月批发销量53692辆。</p><p>乘联会初步测算今年1-9月累计批发592万辆，同比增长36%。</p><p>乘联会预测2023年，中国新能源乘用车销量为850万辆，狭义乘用车销量为2350万辆，年度新能源车渗透率有望达到36%。</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>9月新能源汽车销量榜单出炉：特斯拉“千年老二”</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\">\n9月新能源汽车销量榜单出炉：特斯拉“千年老二”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-09 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023100914351481f075cd&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月9日消息，乘联会公布了2023年9月新能源乘用车厂商批发销量快讯。数据显示，2023年全国新能源乘用车发展优势不断巩固和扩大。乘联会综合预估9月新能源乘用车厂商批发销量83万辆，同比增长23%，环比增长4%。其中，比亚迪毫无悬念的稳坐冠军之位，9月批发销量286903辆；特斯拉“千年老二”，9月批发销量74073辆；吉利汽车位居第三，9月批发销量53692辆。乘联会初步测算今年1-9月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023100914351481f075cd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 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16:20","market":"us","language":"zh","title":"众泰汽车：公司未收到与特斯拉合作的相关消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2370759306","media":"每日经济新闻","summary":"每经AI快讯，有投资者在投资者互动平台提问：董秘您好！公司这么多生产基地产能闲置，请问这两年公司高层是否主动与特斯拉有过接触，恰谈合作？众泰汽车（000980.SZ）9月27日在投资者互动平台表示，公司未收到与特斯拉合作的相关消息。文章来源：每日经济新闻原标题：众泰汽车：公司未收到与特斯拉合作的相关消息","content":"<div>\n<p>每经AI快讯，有投资者在投资者互动平台提问：董秘您好！公司这么多生产基地产能闲置，请问这两年公司高层是否主动与特斯拉有过接触，恰谈合作？众泰汽车（000980.SZ）9月27日在投资者互动平台表示，公司未收到与特斯拉合作的相关消息。文章来源：每日经济新闻原标题：众泰汽车：公司未收到与特斯拉合作的相关消息</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927163003826e4a6f&s=b\">网页链接</a>\n\n</div>\n","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\" 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927163003826e4a6f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","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)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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}\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: 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href=\"https://new.qq.com/rain/a/20230914A09R3O00\">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/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://new.qq.com/rain/a/20230914A09R3O00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367686905","content_text":"在降息、优化房地产金融政策等大招连出后，央行年内二度降准落地，笃定不移推动经济持续恢复、回升向好。\n9月14日晚间，人民银行消息称，决定于2023年9月15日下调金融机构存款准备金率0.25个百分点（不含已执行5%存款准备金率的金融机构）。本次下调后，金融机构加权平均存款准备金率约为7.4%。\n市场分析认为，此次降准处于经济回升接力的关键时刻。近期，宏观政策组合拳果断连续出手，财税、房地产、货币政策接连发力，市场预期明显好转，但经济回升弹性仍有待增强，二度降准将继续接力体现政策支持效应。\n全面降准落地后，释放出大量流动性，对大类资产具有“普惠”效应，又将如何影响股市、楼市、汇率市场？\n关于汇市\n当前，国内方面，宏观政策组合拳果断连续出手，财税、房地产、货币政策接连发力，国外方面，美联储加息接近尾声，人民币对美元汇率贬值压力明显减弱。此次降准将继续起到“固本培元”功效。\n在市场分析看来，降准对汇率稳定起到支持作用。一位业内专家对第一财经表示，降准一方面增强了银行体系资金的稳定性，优化了流动性结构，激活了市场活力，进一步巩固了货币信贷支持实体的力度，为经济持续回升向好创造了适宜的货币金融环境，基本面持续好转最终会反映到汇率上。另一方面，央行不搞“大水漫灌”，银根没有放松，市场利率保持平稳，有效支持人民币企稳回升。\n从历史经验看，降准对汇率市场有正向激励作用。据统计，此前8次降准中，离岸市场汇率有5次上涨，1次基本持平。\n其中，2021年7月9日宣布降准后，当日离岸市场人民币对美元收盘价上涨121个基点，激活了市场信心，配合进出口高速增长态势，开启了一轮人民币升值行情。\n今年3月20日宣布降准后，离岸市场人民币对美元收盘价也上涨了125个基点。\n上述专家认为，此次降准也将支持经济基本面、支持外汇市场基本面，推动人民币汇率回升走强。\n关于股市\n除了利好汇市外，降准将提升金融市场投资者增配动力。\n“此次降准体现了宏观政策的持续发力，对稳住宏观经济具有重要促进作用，有助于扭转市场情绪，资本市场长期向好也会有更为坚实的基础。”该市场分析人士认为，降准是重大利好，从历史经验看，包括A股在内的金融市场投资者，也确实多次从降准中获益。\n2020年疫情以来，这次之前已历经8次降准，股市、债市表现总体较好。在消息发布后首日，股市多有走强。其中，上证综指有6次上涨，银行、地产以及钢铁等周期股板块受益明显。\n特别是2020年4月降准后，打开了A股上涨空间，形成了一轮“小牛市”，上证综指从2900多点，一路上涨至最高点位的3900点，市场整体涨幅超过30%。国债收益率窄幅波动，债市保持平稳；新增资金对国内债券市场的交易量也有明显拉动，活跃了市场交投。\n该人士称，此次降准靴子落地，有望进一步提振金融市场投资者信心，特别是吸引投资者增加股票权益资产配置，推动金融市场表现持续向好。\n降准有望进一步巩固实体经济回升向好态势。央行9月再度降准，释放中长期流动性超过5000亿元，有效激励金融机构增加对实体的资金投入，宏观指标将呈现更多积极变化，经济稳步回升的可持续性进一步提升。\n物价水平有望温和回升。随着市场信心恢复以及政策传导效应进一步显现，经济循环畅通程度提升，近期通胀已出现积极变化，8月CPI同比由负转正，PPI同比降幅连续2个月收敛。此次降准持续增强了金融支持扩大内需的后劲，有利于进一步发挥好金融资源的先期带动作用，支持通胀指标持续温和回升。\n关于楼市\n对于本次降准的目的，央行明确指出：按照党中央、国务院决策部署，精准有力实施好稳健货币政策，保持流动性合理充裕，保持信贷合理增长，保持货币供应量和社会融资规模增速同名义经济增速基本匹配，更好地支持重点领域和薄弱环节，兼顾内外平衡，保持汇率基本稳定，稳固支持实体经济持续恢复向好，推动经济实现质的有效提升和量的合理增长。\n中指研究院市场研究总监陈文静对第一财经表示，从降准影响来看，一方面，降准为市场提供了更多长期资金，增加了资金流动性，有利于降低资金成本，进一步提振市场信心，有助于推动宏观经济恢复；另一方面，对房地产行业也将带来积极影响，宏观经济稳中向好有利于带动房地产市场预期好转，同时，购房者、企业端的合理资金需求也有望得到更好地支持。\n9月以来，全国各地优化政策节奏加快，根据中指监测，截至13日，已有超30省市出台政策40余条，核心城市“因城施策”力度加大，多个二线城市全面取消限购限售政策，叠加本次降准，房地产市场预期有望进一步修复。短期来看，多项有利政策带动下，预计核心一二线城市市场活跃度将有所提升，从而带动全国房地产市场逐渐筑底企稳。","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":3041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625982383,"gmtCreate":1676018932142,"gmtModify":1676018933941,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"搞回头去了[笑哭]&nbsp;","listText":"搞回头去了[笑哭]&nbsp;","text":"搞回头去了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625982383","repostId":"2310061486","repostType":2,"repost":{"id":"2310061486","kind":"news","pubTimestamp":1676015400,"share":"https://www.laohu8.com/m/news/2310061486?lang=zh_CN&edition=full","pubTime":"2023-02-10 15:50","market":"hk","language":"zh","title":"零跑汽车增程式零跑C11正式发布 开启“纯电+增程”双动力布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2310061486","media":"中国证券报·中证网","summary":"零跑汽车董事长朱江明表示，基于对用户累计超20亿公里行驶里程的大数据分析，超过50%的车主周均行驶里程小于200公里，因此，搭载43.74kWh电池包的零跑C11增程，拥有CLTC工况下285km的超长纯电续航，即使不具备家用充电条件，也能够满足用户每周5个工作日的城市纯电通勤。朱江明表示，零跑C11增程的正式预售，开启了零跑汽车纯电+增程双动力布局，有望助力零跑汽车开创全新的市场格局。","content":"<div>\n<p>中证网讯（记者 金一丹）2月10日，零跑汽车首款增程车型零跑C11近日正式发布，并同步开启预售，预售价格区间15.98万元-20万元。零跑汽车董事长朱江明表示，基于对用户累计超20亿公里行驶里程的大数据分析，超过50%的车主周均行驶里程小于200公里，因此，搭载43.74kWh电池包的零跑C11增程，拥有CLTC工况下285km的超长纯电续航，即使不具备家用充电条件，也能够满足用户每周5个工作日的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023021015522882b59e20&s=b\">网页链接</a>\n\n</div>\n","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>零跑汽车增程式零跑C11正式发布 开启“纯电+增程”双动力布局</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零跑汽车增程式零跑C11正式发布 开启“纯电+增程”双动力布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 15:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023021015522882b59e20&s=b><strong>中国证券报·中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中证网讯（记者 金一丹）2月10日，零跑汽车首款增程车型零跑C11近日正式发布，并同步开启预售，预售价格区间15.98万元-20万元。零跑汽车董事长朱江明表示，基于对用户累计超20亿公里行驶里程的大数据分析，超过50%的车主周均行驶里程小于200公里，因此，搭载43.74kWh电池包的零跑C11增程，拥有CLTC工况下285km的超长纯电续航，即使不具备家用充电条件，也能够满足用户每周5个工作日的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023021015522882b59e20&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09863":"零跑汽车","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023021015522882b59e20&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2310061486","content_text":"中证网讯（记者 金一丹）2月10日，零跑汽车首款增程车型零跑C11近日正式发布，并同步开启预售，预售价格区间15.98万元-20万元。零跑汽车董事长朱江明表示，基于对用户累计超20亿公里行驶里程的大数据分析，超过50%的车主周均行驶里程小于200公里，因此，搭载43.74kWh电池包的零跑C11增程，拥有CLTC工况下285km的超长纯电续航，即使不具备家用充电条件，也能够满足用户每周5个工作日的城市纯电通勤。此外，得益于增程系统加持，综合续航里程最长可达1024km，轻松应对周末2日甚至假期的长途出行，真正告别里程焦虑；而95%的车主日均行驶里程在100公里以内，搭载30.1kWh容量电池的零跑C11增程，其CLTC纯电续航达到了180km，在家用充电桩的配合下，依旧能够实现城市通勤无忧。据介绍，零跑C11增程采用极限纯电、纯电优先和燃油优先3种工况模式，应对不同场景；Leapmotor Pilot智能驾驶辅助系统，可支持最高L3级别辅助驾驶，支持OTA快速迭代，22项智能驾驶辅助功能一次性上线；Leapmotor OS 3.0智能座舱，基于第三代高通骁龙车规级数字座舱旗舰级平台，搭载科大讯飞3.5代语音交互系统。朱江明表示，零跑C11增程的正式预售，开启了零跑汽车纯电+增程双动力布局，有望助力零跑汽车开创全新的市场格局。","news_type":1,"symbols_score_info":{"09863":0.9}},"isVote":1,"tweetType":1,"viewCount":2908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628650683,"gmtCreate":1673227667042,"gmtModify":1673227668955,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"小朋友跟得起吗[笑哭]&nbsp;","listText":"小朋友跟得起吗[笑哭]&nbsp;","text":"小朋友跟得起吗[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628650683","repostId":"2301225535","repostType":2,"repost":{"id":"2301225535","kind":"news","pubTimestamp":1673001547,"share":"https://www.laohu8.com/m/news/2301225535?lang=zh_CN&edition=full","pubTime":"2023-01-06 18:39","market":"hk","language":"zh","title":"小鹏表态不跟进特斯拉降价","url":"https://stock-news.laohu8.com/highlight/detail?id=2301225535","media":"视频","summary":"今早，关于特斯拉降价的消息火遍全网，直接上了热搜。由于此事并不是特斯拉官方简单的商品降价这么简单，这件事中间涉及刚刚高价入手并提车的特斯拉车主，刚到手的新车直接价格大跳水；准备买其他新能源汽车的消费者，这波特斯拉降价力度真的是可以用”空前“来形容，Mo...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/201129/21/18806/69846/634fb5d5E16eaf8b7/9e10aba61988ccbd.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>今早，关于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>降价的消息火遍全网，直接上了热搜。由于此事并不是特斯拉官方简单的商品降价这么简单，这件事中间涉及刚刚高价入手并提车的特斯拉车主，刚到手的新车直接价格大跳水；准备买其他新能源汽车的消费者，这波特斯拉降价力度真的是可以用”空前“来形容，Model 3后轮驱动板报价为22.9万元；对于新能源竞品来讲可以说是降维打击，尤其是价位和车型相近的<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，多少都会受到了影响。</p><div><div><p><span></span><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/201129/21/18806/69846/634fb5d5E16eaf8b7/9e10aba61988ccbd.jpg\"/></p><p><strong>绿联（UGREEN）车载手机支架 汽车导航车用手机架出风口固定器车上用品适用奔驰</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥39.9元</p><p>进入购买</p></div></div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/07/03/ChMkK2O3-POII1kQAAMJuIwF_coAALcFgPwHFsAAwnQ529.jpg\"/></p><p><strong>小鹏P7新能源电动车</strong></p><p><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/07/03/ChMkLGO38umIJoREAAIbBUwu7S4AALcCwIS-4gAAhsd993.jpg\"/></p><p><strong>特斯拉官网Model 3后轮驱动板报价为22.9万</strong></p><p>源自小鹏汽车内部人士的消息称：“小鹏汽车有自己的销售节奏，会根据自身情况决定产品售价及促销活动，而非跟随其他车企。”确实，如小鹏汽车方面表现的态度来看，自己掌握足够的核心技术，能够满足消费者日常出行，作为中国本土的新能源我们应该有这样的自信和实力。打磨产品和提升服务，消费者自然会做出自己的选择。</p><p>本文属于原创文章，如若转载，请注明来源：小鹏表态不跟进特斯拉降价https://news.zol.com.cn/810/8102915.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>汽车</div><div>\n<span itemprop=\"url\">https://news.zol.com.cn/810/8102915.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/810/8102915.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">849</span>\n<span itemprop=\"description\">今早，关于特斯拉降价的消息火遍全网，直接上了热搜。由于此事并不是特斯拉官方简单的商品降价这么简单，这件事中间涉及刚刚高价入手并提车的特斯拉车主，刚到手的新车直接价格大跳水；准备买其他新能源汽车的消费者，这波特斯拉降价力度真的是可以用”空前“来形容，Mo...</span>\n</div></div>\n</div></body></html>","source":"zol_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>小鹏表态不跟进特斯拉降价</title>\n<style 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href=\"http://news.zol.com.cn/810/8102915.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","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","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月23日，蔚来官微消息，6月22日17时20分左右，一辆蔚来测试车辆从上海创新港停车楼三层坠落，造成两名数字座舱测试人员罹难，其中一名为公司同事，另一名为合作伙伴员工。我们对这次意外非常痛心，对罹难的同事和合作伙伴员工表示深切哀悼。公司已经成立专门的小组，帮助家属处理善后事宜。</p><p>事故发生后，公司第一时间协同公安部门启动了事故原因调查分析程序。根据对现场情况的分析可以初步确认，这是一起意外事故，与车辆本身没有关系。</p><p><img src=\"https://static.tigerbbs.com/43b7e6808c424c0593e14d7b366b8daa\" tg-width=\"923\" tg-height=\"376\" 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20:04","market":"hk","language":"zh","title":"何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152111177","media":"华尔街见闻","summary":"放话与特斯拉一争高下。","content":"<html><head></head><body><p>作者 | 王小娟</p><p style=\"text-align: justify;\">今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。</p><p style=\"text-align: justify;\">12月11日， <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 董事长何小鹏在社交媒体上立下一则“赌约”：<strong>若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。</strong></p><p style=\"text-align: justify;\">何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> FSD系统长期的体验与观察。</p><p style=\"text-align: justify;\">近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。</p><p style=\"text-align: justify;\">在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。</p><p style=\"text-align: justify;\">何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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{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何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">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/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615458720,"gmtCreate":1653094161460,"gmtModify":1653094161460,"author":{"id":"3569289459795182","authorId":"3569289459795182","name":"夜月奋飞","avatar":"https://static.tigerbbs.com/a72138db353d61a8df0fca41a97354de","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569289459795182","idStr":"3569289459795182"},"themes":[],"htmlText":"<a 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