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- laoguminlaogumin
  ·2023-11-09
  这篇文章不错，转发给大家看看
  一改降价促销策略特斯拉官方首次“预告”涨价
  进入11月份，就在国内多家车企纷纷宣布下调官方售价以应对年底竞争压力时，有传闻称特斯拉将于近期再次上调旗下产品售价，随后，特斯拉一反常态地确认了涨价消息。11月8日，特斯拉方面有关负责人对《证券日报》记者表示：“特斯拉价格体系一向透明，我们确实计划对ModelY相关版本车型价格进行相应调整。”上述人士还透露，Model3焕新版的长续航版本价格也将迎来上调。
  一改降价促销策略特斯拉官方首次“预告”涨价
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- laoguminlaogumin
  ·2023-06-28
  这篇文章不错，转发给大家看看
  Semiconductor Stocks Dropped in Morning Trading, With Nvidia and AMD Falling 2%
  Semiconductor stocks dropped in morning trading with NVIDIA and AMD dropped over 2%.The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as co
  Semiconductor Stocks Dropped in Morning Trading, With Nvidia and AMD Falling 2%
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- laoguminlaogumin
  ·2022-10-28
  这篇文章不错，转发给大家看
  又一位设计高管离开，苹果是如何一步步“抛弃设计”的？
  苹果已经无法复制当年的那些设计奇迹
  又一位设计高管离开，苹果是如何一步步“抛弃设计”的？
  587 评论
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web=\"1\">特斯拉</span>方面有关负责人对《<span>证券</span><span></span>日报》记者表示：“<span>特斯拉</span><span></span>价格体系一向透明，我们确实计划对ModelY相关版本车型价格进行相应调整。”上述人士还透露，Model3焕新版的长续航版本价格也将迎来上调。</p><p>　　目前，<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">特斯拉</span>ModelY共有三款车型在售，后轮驱动标准版售价为26.39万元，全轮驱动长续航版售价为29.99万元，全轮驱动高性能版售价为36.39万元。<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">特斯拉</span>中国今年以来曾多次调整价格，但每次调价均是直接在官网宣布并执行。而此次针对ModelY涨价，则称得上首次做出了预告。</p><p>　　<strong>“宣布”上调售价</strong></p><p>　　10月27日，特斯拉中国已经把ModelY高性能版车型上调了1.4万元，调整后售价为36.39万元。与此同时，北美ModelY长续航版的价格也上调了500美元。彼时就有传闻称特斯拉即将同步调高中国售价。</p><p>　　“特斯拉的定价策略是以成本定价，如果出现原材料的价格波动大概率不会只影响一款车。”中<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span><span></span>汽车产业创新联盟理事高云鹏表示认为，ModelY刚刚完成了全系车型的进化升级，如新增氛围灯，仪表台和前门饰板采用科技织物材质，更新了19英寸双子星轮毂等，这些配置都会增加整车的成本。</p><p>　　目前国内电动车市场竞争加剧，大多厂商都在试图通过降价促销保持和扩大市场份额。在此背景下，特斯拉却“反弹琵琶”，一方面宣布车型售价上涨，另一方面，引荐奖励也开始退坡。</p><p>　　对此，高云鹏认为，产品的价格本就由市场供需关系决定，特斯拉的底气来源于源源不断的订单，公司上调售价应该是与市场供需直接相关。</p><p>　　记者在上海举行的第六届进博会现场上看到，特斯拉展台人气火爆，已成为本届进博会汽车展区最热的展台。“不少观众在了解ModelY和Model3焕新版后，直接选择了现场下定。”特斯拉销售人员告诉记者。</p><p>　　据特斯拉官方数据显示，上海超级工厂实际年产能已经从第二季度的75万辆/年，扩产到第三季度的95万辆/年以上。根据最新产能标准，上海超级工厂每三十几秒，就可以下线一辆车。但伴随着焕新版Model3和ModelY相继上市，上海超级工厂即便满负荷运转，市场依旧供不应求，被外界认为是此次价格调整的重要原因。</p><p>　　销量方面，据国内车系周销量排行榜数据显示，特斯拉在10月30日至11月5日的周销量暴涨至1.4万辆，比去年同期增长39%。而随着下周Model3焕新版的大范围交付，特斯拉的周销量还将进一步提升。</p><p>　　交付周期方面，记者登录特斯拉官网查阅，截至目前，特斯拉主销车型交付周期均出现一定程度延长，其中ModelY提车周期为2周至8周，Model3焕新版的提车周期更是达2周至9周。</p><p>　　<strong>第三季度毛<span>利率</span>下滑</strong></p><p>　　针对此次调价，也有观点认为，这是特斯拉基于其利润压力和市场竞争作出的涨价调整。</p><p>　　今年年初，特斯拉分别在中国、日本、韩国、美国、欧洲等多国和地区大幅降价，涉及Model3和ModelY等畅销车型，这也成为今年前两季度销量高增长的主因。</p><p>　　彼时，特斯拉CEO埃隆·马斯克表示，愿意在动荡时期下调电动汽车的价格，尽管这会影响公司毛<span>利率</span>，但愿意牺牲毛利率换取销量增长，“特斯拉需要继续降价，以降低用户每月还款压力，这样才能让更多人负担得起。”</p><p>　　然而，持续的大范围降价令特斯拉毛利率显著下降。10月18日，特斯拉公布了2023年第三季度财报，数据显示，特斯拉第三季度总营收为233.5亿美元，同比增长9%，然而毛利润为41.78亿美元，同比下滑22%，毛利率为17.9%低于上一季度的18.2%，也低于去年同期的25.1%。</p><p>　　特斯拉相关负责人对记者表示，公司主要目标在2023年第三季度保持不变，即降低单车成本、产生自由现金流，同时最大化交付量。上述负责人表示，特斯拉的单车成本在第三季度已降至3.75万美元。为了进一步降低单位成本，特斯拉在第三季度实施了必要的产线升级，保障实现180万辆的全年交付目标。</p><p>　　在德基先进制造与出行产业合伙人张帆看来，近期包括碳酸锂等电动汽车主要原材料价格持续低位盘旋，在此背景下车价不降反升，表明特斯拉此番涨价更多是基于<span>业绩</span>考虑。</p><p>（文章来源：<span href=\"http://quote.eastmoney.com/unify/r/90.BK0473\" target=\"_blank\" web=\"1\">证券</span>日报）</p> </div></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>一改降价促销策略 特斯拉官方首次“预告”涨价</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一改降价促销策略 特斯拉官方首次“预告”涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-09 00:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202311092898700752.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入11月份，就在国内多家车企纷纷宣布下调官方售价以应对年底竞争压力时，有传闻称特斯拉将于近期再次上调旗下产品售价，随后，特斯拉一反常态地确认了涨价消息。　　11月8日，特斯拉方面有关负责人对《证券日报》记者表示：“特斯拉价格体系一向透明，我们确实计划对ModelY相关版本车型价格进行相应调整。”上述人士还透露，Model3焕新版的长续航版本价格也将迎来上调。　　目前，特斯拉ModelY共有三款...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202311092898700752.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis 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Shares","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股"},"source_url":"http://finance.eastmoney.com/a/202311092898700752.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382282980","content_text":"进入11月份，就在国内多家车企纷纷宣布下调官方售价以应对年底竞争压力时，有传闻称特斯拉将于近期再次上调旗下产品售价，随后，特斯拉一反常态地确认了涨价消息。　　11月8日，特斯拉方面有关负责人对《证券日报》记者表示：“特斯拉价格体系一向透明，我们确实计划对ModelY相关版本车型价格进行相应调整。”上述人士还透露，Model3焕新版的长续航版本价格也将迎来上调。　　目前，特斯拉ModelY共有三款车型在售，后轮驱动标准版售价为26.39万元，全轮驱动长续航版售价为29.99万元，全轮驱动高性能版售价为36.39万元。特斯拉中国今年以来曾多次调整价格，但每次调价均是直接在官网宣布并执行。而此次针对ModelY涨价，则称得上首次做出了预告。　　“宣布”上调售价　　10月27日，特斯拉中国已经把ModelY高性能版车型上调了1.4万元，调整后售价为36.39万元。与此同时，北美ModelY长续航版的价格也上调了500美元。彼时就有传闻称特斯拉即将同步调高中国售价。　　“特斯拉的定价策略是以成本定价，如果出现原材料的价格波动大概率不会只影响一款车。”中国新能源汽车产业创新联盟理事高云鹏表示认为，ModelY刚刚完成了全系车型的进化升级，如新增氛围灯，仪表台和前门饰板采用科技织物材质，更新了19英寸双子星轮毂等，这些配置都会增加整车的成本。　　目前国内电动车市场竞争加剧，大多厂商都在试图通过降价促销保持和扩大市场份额。在此背景下，特斯拉却“反弹琵琶”，一方面宣布车型售价上涨，另一方面，引荐奖励也开始退坡。　　对此，高云鹏认为，产品的价格本就由市场供需关系决定，特斯拉的底气来源于源源不断的订单，公司上调售价应该是与市场供需直接相关。　　记者在上海举行的第六届进博会现场上看到，特斯拉展台人气火爆，已成为本届进博会汽车展区最热的展台。“不少观众在了解ModelY和Model3焕新版后，直接选择了现场下定。”特斯拉销售人员告诉记者。　　据特斯拉官方数据显示，上海超级工厂实际年产能已经从第二季度的75万辆/年，扩产到第三季度的95万辆/年以上。根据最新产能标准，上海超级工厂每三十几秒，就可以下线一辆车。但伴随着焕新版Model3和ModelY相继上市，上海超级工厂即便满负荷运转，市场依旧供不应求，被外界认为是此次价格调整的重要原因。　　销量方面，据国内车系周销量排行榜数据显示，特斯拉在10月30日至11月5日的周销量暴涨至1.4万辆，比去年同期增长39%。而随着下周Model3焕新版的大范围交付，特斯拉的周销量还将进一步提升。　　交付周期方面，记者登录特斯拉官网查阅，截至目前，特斯拉主销车型交付周期均出现一定程度延长，其中ModelY提车周期为2周至8周，Model3焕新版的提车周期更是达2周至9周。　　第三季度毛利率下滑　　针对此次调价，也有观点认为，这是特斯拉基于其利润压力和市场竞争作出的涨价调整。　　今年年初，特斯拉分别在中国、日本、韩国、美国、欧洲等多国和地区大幅降价，涉及Model3和ModelY等畅销车型，这也成为今年前两季度销量高增长的主因。　　彼时，特斯拉CEO埃隆·马斯克表示，愿意在动荡时期下调电动汽车的价格，尽管这会影响公司毛利率，但愿意牺牲毛利率换取销量增长，“特斯拉需要继续降价，以降低用户每月还款压力，这样才能让更多人负担得起。”　　然而，持续的大范围降价令特斯拉毛利率显著下降。10月18日，特斯拉公布了2023年第三季度财报，数据显示，特斯拉第三季度总营收为233.5亿美元，同比增长9%，然而毛利润为41.78亿美元，同比下滑22%，毛利率为17.9%低于上一季度的18.2%，也低于去年同期的25.1%。　　特斯拉相关负责人对记者表示，公司主要目标在2023年第三季度保持不变，即降低单车成本、产生自由现金流，同时最大化交付量。上述负责人表示，特斯拉的单车成本在第三季度已降至3.75万美元。为了进一步降低单位成本，特斯拉在第三季度实施了必要的产线升级，保障实现180万辆的全年交付目标。　　在德基先进制造与出行产业合伙人张帆看来，近期包括碳酸锂等电动汽车主要原材料价格持续低位盘旋，在此背景下车价不降反升，表明特斯拉此番涨价更多是基于业绩考虑。（文章来源：证券日报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192242909344008,"gmtCreate":1687966098669,"gmtModify":1687968030440,"author":{"id":"3466417749860826","authorId":"3466417749860826","name":"laogumin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192242909344008","repostId":"1154992196","repostType":2,"repost":{"id":"1154992196","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687959898,"share":"https://www.laohu8.com/m/news/1154992196?lang=&edition=full","pubTime":"2023-06-28 21:44","market":"us","language":"en","title":"Semiconductor Stocks Dropped in Morning Trading, With Nvidia and AMD Falling 2%\t","url":"https://stock-news.laohu8.com/highlight/detail?id=1154992196","media":"Tiger Newspress","summary":"Semiconductor stocks dropped in morning trading with NVIDIA and AMD dropped over 2%.The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as co","content":"<html><head></head><body><p>Semiconductor stocks dropped in morning trading with NVIDIA and AMD dropped over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ce6c0b125eccb9bcdd23d224dacdef9\" tg-width=\"253\" tg-height=\"446\"/></p><p>The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as concerns rise over the power of the technology in the hands of U.S. rivals, according to people familiar with the situation.</p><p>The Commerce Department could move as soon as early next month to stop the shipments of chips made by Nvidia and other chip makers to customers in China and other countries of concern without first obtaining a license, the people said.</p><p>The action would be part of final rules codifying and expanding the export control measures announced in October, some of the people said.</p><p>The Commerce Department didn’t immediately respond to a request for comment.</p><p>The move could further crimp China’s ability to build its AI capabilities after restrictions last year that cut off the most advanced AI chips made by Nvidia and Advanced Micro Devices.</p><p>Nvidia responded to that move by making a version of its AI chips for the Chinese market called the A800 that fell below performance thresholds outlined by the Commerce Department. That chip replaced the A100, which is widely used in data centers to do AI computations.</p><p>The new restrictions being contemplated by the department would ban the sale of even A800 chips without a license, according to the people familiar with the matter.</p><p>Nvidia declined to comment, and AMD didn’t immediately respond to a request for comment.</p><p>The administration is also considering restricting leasing of cloud services to Chinese AI companies, which have used such arrangements to skirt the export bans on advanced chips, some of the people familiar with the discussions say.</p><p>The timing of the rule’s rollout is still uncertain, as chip makers continue to push the administration to forgo or ease the new restrictions. The administration is likely to wait until after a visit to China by Treasury Secretary Janet Yellen in early July to avoid angering Beijing, according to a source familiar with the situation.</p><p>The discussions follow the rise of so-called generative AI tools such as OpenAI’s ChatGPT, which became a cultural phenomenon only after the first set of restrictions went into place last year.</p><p>U.S. officials and policy makers increasingly see AI through a national-security lens. Weapons infused with AI could give U.S. rivals a battlefield advantage, and AI tools could be used to create chemical weapons or produce malicious computer code.</p><p>Yet, protecting critical technologies while minimizing the impact on the operations of companies from the U.S. and allied nations is a huge challenge for the administration. “We are protecting our foundational technologies with a small yard and high fence,” national security adviser Jake Sullivan said in April.</p><p>The Commerce Department in October implemented a range of stringent export control measures on advanced semiconductors and the chip-making machinery, but it has not issued formal regulations to codify the rules. Since last fall, the administration has gathered comments from affected businesses and negotiated with the governments of allied nations to hammer out the final rules.</p><p>The U.S. has persuaded the Netherlands and Japan—which have the world’s top manufacturers of chip-making equipment—to join the U.S.’s policy and has been working with them to unify the list of controlled items.</p><p>The U.S. is also expected to allow chip makers from South Korea and Taiwan to continue operating and expanding their existing plants in China manufacturing less advanced, or legacy, chips.</p><p>The Biden administration is also weighing an executive order that will restrict U.S. investment in China and other geopolitical rivals.</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>Semiconductor Stocks Dropped in Morning Trading, With Nvidia and AMD Falling 2%\t</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; 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}\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\">\nSemiconductor Stocks Dropped in Morning Trading, With Nvidia and AMD Falling 2%\t\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-28 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks dropped in morning trading with NVIDIA and AMD dropped over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ce6c0b125eccb9bcdd23d224dacdef9\" tg-width=\"253\" tg-height=\"446\"/></p><p>The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as concerns rise over the power of the technology in the hands of U.S. rivals, according to people familiar with the situation.</p><p>The Commerce Department could move as soon as early next month to stop the shipments of chips made by Nvidia and other chip makers to customers in China and other countries of concern without first obtaining a license, the people said.</p><p>The action would be part of final rules codifying and expanding the export control measures announced in October, some of the people said.</p><p>The Commerce Department didn’t immediately respond to a request for comment.</p><p>The move could further crimp China’s ability to build its AI capabilities after restrictions last year that cut off the most advanced AI chips made by Nvidia and Advanced Micro Devices.</p><p>Nvidia responded to that move by making a version of its AI chips for the Chinese market called the A800 that fell below performance thresholds outlined by the Commerce Department. That chip replaced the A100, which is widely used in data centers to do AI computations.</p><p>The new restrictions being contemplated by the department would ban the sale of even A800 chips without a license, according to the people familiar with the matter.</p><p>Nvidia declined to comment, and AMD didn’t immediately respond to a request for comment.</p><p>The administration is also considering restricting leasing of cloud services to Chinese AI companies, which have used such arrangements to skirt the export bans on advanced chips, some of the people familiar with the discussions say.</p><p>The timing of the rule’s rollout is still uncertain, as chip makers continue to push the administration to forgo or ease the new restrictions. The administration is likely to wait until after a visit to China by Treasury Secretary Janet Yellen in early July to avoid angering Beijing, according to a source familiar with the situation.</p><p>The discussions follow the rise of so-called generative AI tools such as OpenAI’s ChatGPT, which became a cultural phenomenon only after the first set of restrictions went into place last year.</p><p>U.S. officials and policy makers increasingly see AI through a national-security lens. Weapons infused with AI could give U.S. rivals a battlefield advantage, and AI tools could be used to create chemical weapons or produce malicious computer code.</p><p>Yet, protecting critical technologies while minimizing the impact on the operations of companies from the U.S. and allied nations is a huge challenge for the administration. “We are protecting our foundational technologies with a small yard and high fence,” national security adviser Jake Sullivan said in April.</p><p>The Commerce Department in October implemented a range of stringent export control measures on advanced semiconductors and the chip-making machinery, but it has not issued formal regulations to codify the rules. Since last fall, the administration has gathered comments from affected businesses and negotiated with the governments of allied nations to hammer out the final rules.</p><p>The U.S. has persuaded the Netherlands and Japan—which have the world’s top manufacturers of chip-making equipment—to join the U.S.’s policy and has been working with them to unify the list of controlled items.</p><p>The U.S. is also expected to allow chip makers from South Korea and Taiwan to continue operating and expanding their existing plants in China manufacturing less advanced, or legacy, chips.</p><p>The Biden administration is also weighing an executive order that will restrict U.S. investment in China and other geopolitical rivals.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154992196","content_text":"Semiconductor stocks dropped in morning trading with NVIDIA and AMD dropped over 2%.The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as concerns rise over the power of the technology in the hands of U.S. rivals, according to people familiar with the situation.The Commerce Department could move as soon as early next month to stop the shipments of chips made by Nvidia and other chip makers to customers in China and other countries of concern without first obtaining a license, the people said.The action would be part of final rules codifying and expanding the export control measures announced in October, some of the people said.The Commerce Department didn’t immediately respond to a request for comment.The move could further crimp China’s ability to build its AI capabilities after restrictions last year that cut off the most advanced AI chips made by Nvidia and Advanced Micro Devices.Nvidia responded to that move by making a version of its AI chips for the Chinese market called the A800 that fell below performance thresholds outlined by the Commerce Department. That chip replaced the A100, which is widely used in data centers to do AI computations.The new restrictions being contemplated by the department would ban the sale of even A800 chips without a license, according to the people familiar with the matter.Nvidia declined to comment, and AMD didn’t immediately respond to a request for comment.The administration is also considering restricting leasing of cloud services to Chinese AI companies, which have used such arrangements to skirt the export bans on advanced chips, some of the people familiar with the discussions say.The timing of the rule’s rollout is still uncertain, as chip makers continue to push the administration to forgo or ease the new restrictions. The administration is likely to wait until after a visit to China by Treasury Secretary Janet Yellen in early July to avoid angering Beijing, according to a source familiar with the situation.The discussions follow the rise of so-called generative AI tools such as OpenAI’s ChatGPT, which became a cultural phenomenon only after the first set of restrictions went into place last year.U.S. officials and policy makers increasingly see AI through a national-security lens. Weapons infused with AI could give U.S. rivals a battlefield advantage, and AI tools could be used to create chemical weapons or produce malicious computer code.Yet, protecting critical technologies while minimizing the impact on the operations of companies from the U.S. and allied nations is a huge challenge for the administration. “We are protecting our foundational technologies with a small yard and high fence,” national security adviser Jake Sullivan said in April.The Commerce Department in October implemented a range of stringent export control measures on advanced semiconductors and the chip-making machinery, but it has not issued formal regulations to codify the rules. Since last fall, the administration has gathered comments from affected businesses and negotiated with the governments of allied nations to hammer out the final rules.The U.S. has persuaded the Netherlands and Japan—which have the world’s top manufacturers of chip-making equipment—to join the U.S.’s policy and has been working with them to unify the list of controlled items.The U.S. is also expected to allow chip makers from South Korea and Taiwan to continue operating and expanding their existing plants in China manufacturing less advanced, or legacy, chips.The Biden administration is also weighing an executive order that will restrict U.S. investment in China and other geopolitical rivals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665109216,"gmtCreate":1666971325535,"gmtModify":1666973851138,"author":{"id":"3466417749860826","authorId":"3466417749860826","name":"laogumin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/665109216","repostId":"2278002759","repostType":2,"repost":{"id":"2278002759","pubTimestamp":1666964888,"share":"https://www.laohu8.com/m/news/2278002759?lang=&edition=full","pubTime":"2022-10-28 21:48","market":"hk","language":"zh","title":"又一位设计高管离开，苹果是如何一步步“抛弃设计”的？","url":"https://stock-news.laohu8.com/highlight/detail?id=2278002759","media":"虎嗅","summary":"苹果已经无法复制当年的那些设计奇迹","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span>电厂 （ID：wonder-capsule）</span><span>，作者：张勇毅，头图来自：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首席设计官 Jony Ive 于 2019 年离开苹果之后，又一位在苹果工作多年的设计主管选择了离开。</p><p>上周据彭博社报道，苹果内部接替首席设计官 Jony Ive 工作的主管工业设计的副总裁 Evans Hankey 计划离职。苹果也在随后发布的一份声明中，证实了这一决定。</p><p>在苹果的历史上，高层的变动往往并不频繁，类似副总裁这样的关键职位更是如此，作为与乔布斯以及 Jony Ive 同时共事多年的设计主管，Evans Hanke 的离开也让外界对于这家曾经以消费电子产品设计傲视群雄的巨头，如今前景也变得扑朔迷离：早在 Ive 离开时，便有传闻称其是因为“不满苹果内部设计让位于市场营销的趋势”离职，最近又有频繁的人事变动、苹果与 Ive 的设计公司不再续约的事实在前。</p><p>“设计对于苹果还是否重要”，再度成为了很多用户讨论的话题。</p><p label=\"大标题\">一、后乔布斯时代的苹果设计</p><p>今年五月，曾在<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>负责跟踪报道苹果相关新闻的记者 Tropp Mickle 发表了新书《After Steve》，作为一部揭露在传奇的乔布斯离世之后、苹果逐渐摆脱他浓重的个人风格，并走出一条在商业化上更成功道路故事的作品。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181051239122.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>即使不看这本书也知道，<strong>在乔布斯离世之后，通过 Jony Ive 与 Tim Cook 两人在设计与供应链中的紧密合作，让苹果真正意义上完成了从一家“受欢迎的公司”变成了“成功的商业公司”的跨越</strong>，公司市值已经是当时的十倍以上。</p><p>在乔布斯主掌苹果的时代，出现了很多至今仍被奉为经典的苹果设计：例如 iPod、将苹果从破产边缘拯救回来的 iMac G3、甚至是苹果如今的新总部 Apple Park。</p><p>但同时也能在《After Steve》中看到的现实是：<strong>在乔布斯时代，“不要让设计团队失望”的潜规则也是高悬于苹果内部其他部门头顶之上的巨大压力。</strong></p><p>在 Jony Ive 离开苹果之后，Evans Hankey 是在 Jony Ive 离开苹果之后的继任者，<strong>硬件设计开始回归实用主义</strong> —— 比如不再偏执全 USB-C 接口、回归全功能接口的 MacBook Pro，以及从 12 系列开始回归直角边框，手感让位于机身内部空间的 iPhone。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181052481682.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">图片来自：Apple</p><p>更重要的是，在苹果内部其他团队的声音也在硬件设计中，逐渐得到了应有的重视，来自软件团队的建议在硬件设计中也有了足够的效力 —— 这也直接决定了类似“灵动岛”这样使用软件设计来弥补硬件不足的设计，能在苹果的新品发布中得以落地，占据越来越重要的位置，甚至成为新 iPhone 14 Pro 发布中最亮眼的新功能之一。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181053659664.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">图片来自：Apple</p><p label=\"大标题\">二、后 Jony Ive 时代</p><p>Evans Hankey 曾将自己 iPhone 的外观给“加工”，变成了一种独特的纹理，在 Jony Ive 看来，这就像是通过“再造”物品的一部分，来让 iPhone 本身变得对用户来讲更具独特价值。</p><p>这一细节，也最终被收录在了在苹果唯一一次出版的实体书籍、记录苹果内部二十余年设计故事的《Designed by Apple in California》中。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181054183571.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>这些让普通用户看起来会很略感费解的艺术行为，其实在某种程度上也暗示了 Jony Ive 时代整个苹果硬件设计团队的调性：<strong>用自己的审美打造极致的产品设计，即使最终或许会导致硬件团队的绞尽脑汁以及用户的各种使用不适，极致的产品设计往往都能留给大众深刻的印象</strong>。</p><p>但另一面，<strong>这些“好设计”的产品，由于过分强调设计而牺牲了太多实用性，其中很多都是“叫好不叫座”</strong>，甚至在这其中因为过度执着于设计导致的硬件严重缺陷的例子也不胜枚举。</p><p>最典型的莫过于困扰 MacBook 系列数年的蝶式键盘问题，这一原本为了进一步降低 MacBook 厚度的设计一经诞生变被迅速推广到了所有 MacBook 的产品线，但结构导致的故障问题引发了灾难性的后果，苹果不得不在后续的四年中面对因此而来海量售后问题以及集体诉讼；并且最终苹果也并未从根本上解决蝶式键盘结构导致的问题，在 2019 年正式改回了原本的剪刀式键盘 —— 2019 年恰好是 Jony Ive 出走苹果的时间节点。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181055283916.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p>蝶式键盘为期四年的弯路，很大程度上并非只是一个单纯的设计问题。它被当作一次代价惨痛的错误，最终被纠正，更代表着如今的苹果，迫切需要新的硬件增长卖点来提振消费者的购买欲望：万里无一的一次天才设计或许能让设计师本人名垂青史，但对于如今每一款设备产量都要以百万计的苹果来讲，超前设计所牺牲的实用性，已然是已经不被消费者与市场所接受的行为。</p><p>于 2021 年发布的新 MacBook Pro，以及今年新款的 Apple Watch Ultra 一定程度上是这一趋势的顶峰：在 Jony Ive 与乔布斯时代，你很难相信设计会从原本的极简风重新走向粗旷，是出自苹果这家公司的设计手笔。但这些定位专业用户的设备确实能做到术业有专攻，来自市场的积极反馈也是对苹果这一系列改变最直接的认可。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181057165360.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">图片来自：Apple</p><p>很难用单一标准去评价苹果这一转型的正确与否：一面是 Jony Ive 时代各种广受赞誉的苹果工业设计经典、另一方面是，甚至 Jony Ive 开创的 Apple Watch 产品线，最终也是经 Tim Cook 操刀转型，放弃了售价高昂的纯金版 Apple Watch Edition，转而在健康监测领域重新发力，才有了 Apple Watch 如今的地位。</p><p>从 2019 年，在 Jony Ive 离开苹果、创办自己的设计公司 Lovefrom 之后，苹果便一直是这位前高管的新公司最大的客户，苹果在两年多的十年内为 Lovefrom 提供了超过一亿美元的合同，让 Jony Ive 能在离开苹果之后也继续参与到新 iMac 24 甚至是苹果内部造车项目的设计工作中起到“艺术指导”的作用。</p><p>但如今这段合作关系或许也已经悄悄落下尾声：今年七月《纽约时报》报道，<strong>苹果已经决定不再与 Lovefrom 续约，有传闻其原因是苹果内部有高管质疑支付给 Jony Ive 的费用对于苹果硬件产品的设计究竟起到了多少作用。</strong></p><p>自从 Jony Ive 离开苹果之后，苹果官网中展示高管的界面中，就没有再出现过任何负责设计工作的高管。在新时代的苹果经营团队看来，前卫但代价高昂的工业设计已经无法为苹果指明在下一个时代脱颖而出的方向，一个又一个苹果曾经引以为傲的“经典设计”被矫正，上个时代的痕迹正迅速消失着。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181059989078.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">只有一个 USB-C 接口，散热性能较差的 12 英寸 MacBook 产品线已经多年未更新</p><p>即使 Evans Hankey 已经决定离开苹果，但苹果现在也仍没有找到可以替代 Evans Hankey 的人选。因此 Evans 与苹果达成了一项短期协议，会继续留在苹果内部“一段时间”—— 根据彭博社的消息，Evans Hankey 仍然会在苹果继续就职至少六个月，来完成以及交接手上的关键工作。</p><p>但对于用户来讲，以 Jony Ive、Evans Hankey 等设计师为代表的、曾经的设计风格，甚至也代表着苹果那一段独一无二、不可复制的特殊阶段，如今苹果仍然能用旗下的硬件产品去满足全球数以十亿计的用户，粉丝仍然以第一时间拿到新 iPhone 为荣，苹果也继续着商业上的成功神话。</p><p>但毫无疑问的是，类似 iPad 兼容一代 Apple Pencil 需要额外硬件+数据线这种设计妥协于产品线定位/成本的现象会越来越明显。</p><p><img src=\"https://img.huxiucdn.com/article/content/202210/28/181100639921.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">图片来自：macrumors</p><p>设计仍然存在，苹果仍然有着一流的设计团队，但苹果也已经无法复制当年的那些设计奇迹，设计本身，也不再是这些苹果产品中最重要的因素。</p><p><span label=\"备注\">本文来自微信公众号：</span><span>电厂 （ID：wonder-capsule）</span><span>，作者：张勇毅</span></p></body></html>","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>又一位设计高管离开，苹果是如何一步步“抛弃设计”的？</title>\n<style 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年离开苹果之后，又一位在苹果工作多年的设计主管选择了离开。上周据彭博社报道，苹果内部接替首席设计官 Jony Ive 工作的主管工业设计的副总裁 Evans Hankey 计划离职。苹果也在随后发布的一份声明中，证实了这一决定。在苹果的历史上，高层的变动往往并不频繁，类似副总裁这样的关键职位更是如此，作为与乔布斯以及 Jony Ive 同时共事多年的设计主管，Evans Hanke 的离开也让外界对于这家曾经以消费电子产品设计傲视群雄的巨头，如今前景也变得扑朔迷离：早在 Ive 离开时，便有传闻称其是因为“不满苹果内部设计让位于市场营销的趋势”离职，最近又有频繁的人事变动、苹果与 Ive 的设计公司不再续约的事实在前。“设计对于苹果还是否重要”，再度成为了很多用户讨论的话题。一、后乔布斯时代的苹果设计今年五月，曾在纽约时报负责跟踪报道苹果相关新闻的记者 Tropp Mickle 发表了新书《After Steve》，作为一部揭露在传奇的乔布斯离世之后、苹果逐渐摆脱他浓重的个人风格，并走出一条在商业化上更成功道路故事的作品。即使不看这本书也知道，在乔布斯离世之后，通过 Jony Ive 与 Tim Cook 两人在设计与供应链中的紧密合作，让苹果真正意义上完成了从一家“受欢迎的公司”变成了“成功的商业公司”的跨越，公司市值已经是当时的十倍以上。在乔布斯主掌苹果的时代，出现了很多至今仍被奉为经典的苹果设计：例如 iPod、将苹果从破产边缘拯救回来的 iMac G3、甚至是苹果如今的新总部 Apple Park。但同时也能在《After Steve》中看到的现实是：在乔布斯时代，“不要让设计团队失望”的潜规则也是高悬于苹果内部其他部门头顶之上的巨大压力。在 Jony Ive 离开苹果之后，Evans Hankey 是在 Jony Ive 离开苹果之后的继任者，硬件设计开始回归实用主义 —— 比如不再偏执全 USB-C 接口、回归全功能接口的 MacBook Pro，以及从 12 系列开始回归直角边框，手感让位于机身内部空间的 iPhone。图片来自：Apple更重要的是，在苹果内部其他团队的声音也在硬件设计中，逐渐得到了应有的重视，来自软件团队的建议在硬件设计中也有了足够的效力 —— 这也直接决定了类似“灵动岛”这样使用软件设计来弥补硬件不足的设计，能在苹果的新品发布中得以落地，占据越来越重要的位置，甚至成为新 iPhone 14 Pro 发布中最亮眼的新功能之一。图片来自：Apple二、后 Jony Ive 时代Evans Hankey 曾将自己 iPhone 的外观给“加工”，变成了一种独特的纹理，在 Jony Ive 看来，这就像是通过“再造”物品的一部分，来让 iPhone 本身变得对用户来讲更具独特价值。这一细节，也最终被收录在了在苹果唯一一次出版的实体书籍、记录苹果内部二十余年设计故事的《Designed by Apple in California》中。这些让普通用户看起来会很略感费解的艺术行为，其实在某种程度上也暗示了 Jony Ive 时代整个苹果硬件设计团队的调性：用自己的审美打造极致的产品设计，即使最终或许会导致硬件团队的绞尽脑汁以及用户的各种使用不适，极致的产品设计往往都能留给大众深刻的印象。但另一面，这些“好设计”的产品，由于过分强调设计而牺牲了太多实用性，其中很多都是“叫好不叫座”，甚至在这其中因为过度执着于设计导致的硬件严重缺陷的例子也不胜枚举。最典型的莫过于困扰 MacBook 系列数年的蝶式键盘问题，这一原本为了进一步降低 MacBook 厚度的设计一经诞生变被迅速推广到了所有 MacBook 的产品线，但结构导致的故障问题引发了灾难性的后果，苹果不得不在后续的四年中面对因此而来海量售后问题以及集体诉讼；并且最终苹果也并未从根本上解决蝶式键盘结构导致的问题，在 2019 年正式改回了原本的剪刀式键盘 —— 2019 年恰好是 Jony Ive 出走苹果的时间节点。蝶式键盘为期四年的弯路，很大程度上并非只是一个单纯的设计问题。它被当作一次代价惨痛的错误，最终被纠正，更代表着如今的苹果，迫切需要新的硬件增长卖点来提振消费者的购买欲望：万里无一的一次天才设计或许能让设计师本人名垂青史，但对于如今每一款设备产量都要以百万计的苹果来讲，超前设计所牺牲的实用性，已然是已经不被消费者与市场所接受的行为。于 2021 年发布的新 MacBook Pro，以及今年新款的 Apple Watch Ultra 一定程度上是这一趋势的顶峰：在 Jony Ive 与乔布斯时代，你很难相信设计会从原本的极简风重新走向粗旷，是出自苹果这家公司的设计手笔。但这些定位专业用户的设备确实能做到术业有专攻，来自市场的积极反馈也是对苹果这一系列改变最直接的认可。图片来自：Apple很难用单一标准去评价苹果这一转型的正确与否：一面是 Jony Ive 时代各种广受赞誉的苹果工业设计经典、另一方面是，甚至 Jony Ive 开创的 Apple Watch 产品线，最终也是经 Tim Cook 操刀转型，放弃了售价高昂的纯金版 Apple Watch Edition，转而在健康监测领域重新发力，才有了 Apple Watch 如今的地位。从 2019 年，在 Jony Ive 离开苹果、创办自己的设计公司 Lovefrom 之后，苹果便一直是这位前高管的新公司最大的客户，苹果在两年多的十年内为 Lovefrom 提供了超过一亿美元的合同，让 Jony Ive 能在离开苹果之后也继续参与到新 iMac 24 甚至是苹果内部造车项目的设计工作中起到“艺术指导”的作用。但如今这段合作关系或许也已经悄悄落下尾声：今年七月《纽约时报》报道，苹果已经决定不再与 Lovefrom 续约，有传闻其原因是苹果内部有高管质疑支付给 Jony Ive 的费用对于苹果硬件产品的设计究竟起到了多少作用。自从 Jony Ive 离开苹果之后，苹果官网中展示高管的界面中，就没有再出现过任何负责设计工作的高管。在新时代的苹果经营团队看来，前卫但代价高昂的工业设计已经无法为苹果指明在下一个时代脱颖而出的方向，一个又一个苹果曾经引以为傲的“经典设计”被矫正，上个时代的痕迹正迅速消失着。只有一个 USB-C 接口，散热性能较差的 12 英寸 MacBook 产品线已经多年未更新即使 Evans Hankey 已经决定离开苹果，但苹果现在也仍没有找到可以替代 Evans Hankey 的人选。因此 Evans 与苹果达成了一项短期协议，会继续留在苹果内部“一段时间”—— 根据彭博社的消息，Evans Hankey 仍然会在苹果继续就职至少六个月，来完成以及交接手上的关键工作。但对于用户来讲，以 Jony Ive、Evans Hankey 等设计师为代表的、曾经的设计风格，甚至也代表着苹果那一段独一无二、不可复制的特殊阶段，如今苹果仍然能用旗下的硬件产品去满足全球数以十亿计的用户，粉丝仍然以第一时间拿到新 iPhone 为荣，苹果也继续着商业上的成功神话。但毫无疑问的是，类似 iPad 兼容一代 Apple Pencil 需要额外硬件+数据线这种设计妥协于产品线定位/成本的现象会越来越明显。图片来自：macrumors设计仍然存在，苹果仍然有着一流的设计团队，但苹果也已经无法复制当年的那些设计奇迹，设计本身，也不再是这些苹果产品中最重要的因素。本文来自微信公众号：电厂 （ID：wonder-capsule），作者：张勇毅","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}