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LarryChow
2023-05-31
$京东(JD)$
弟弟,财报一文不值。
LarryChow
2023-04-17
裁员又开始了
抱歉,原内容已删除
LarryChow
2023-03-11
加息吧,看看银行家到底能不能搬得动美联储。
闪电破产!硅谷银行48小时内倒闭,后面还有10家?
LarryChow
2023-02-24
$ContextLogic Inc.(WISH)$
这只垃圾股不长个100%是割不着韭菜的。
LarryChow
2022-10-01
感觉不比铁蛋强
特斯拉2022年AI日!人形机器人“擎天柱”亮相
LarryChow
2022-09-21
$拼多多(PDD)$
被我逮到了,这回,我在空方[笑哭]
LarryChow
2022-09-01
二位回头记得晒单哦
美国官员下令Nvidia和AMD停止向中国销售顶级人工智能芯片
LarryChow
2022-08-04
$小鹏汽车(XPEV)$
曾经新能源队列的市值第一,现在都什么德行,要点脸可行?
LarryChow
2022-08-04
$小鹏汽车(XPEV)$
曾经在新能源车队列也市值第一过,现在看看什么德行,要点脸可行?
LarryChow
2021-02-27
期待周一股市的表现
美国众议院投票通过1.9万亿美元经济救助计划
LarryChow
2021-02-26
笔者显然又是一个踏空小散的洞见,股民为泡沫买单也是理性选择的结果,此时是否泡沫破裂还不好说,但相信此前的收益能帮大家度过暂时的严寒。
大放水恶果来了:美债利率飙升,泡沫时代走到尽头
LarryChow
2020-12-31
晚上的行情要凉凉
广汽蔚来发表致歉声明
LarryChow
2020-11-18
华为服输,且看今天小米的股价。
抱歉,原内容已删除
LarryChow
2020-09-03
有钱大家赚[得意]
抱歉,原内容已删除
LarryChow
2020-08-27
$小鹏汽车(XPEV)$
什么时候出中签结果?
LarryChow
2020-08-11
$Moderna, Inc.(MRNA)$
忘了哪个龟孙说让买疫苗股对冲风险了,坑死
LarryChow
2020-08-06
$Moderna, Inc.(MRNA)$
就知道喊爹
LarryChow
2020-08-04
$小米集团-W(01810)$
哎,前后脚上市,你真是给美团提鞋都不配啊!
LarryChow
2020-07-02
$蔚来(NIO)$
可惜,期权挣100刀就跑了,有潜力[流泪]
LarryChow
2020-06-18
$小米集团-W(01810)$
信了雷猴子的一张破嘴,56割肉美团陪你到今天,你还是一坨烂泥,美团已经高攀不起。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"0\"></v-v>弟弟,财报一文不值。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"0\"></v-v>弟弟,财报一文不值。","text":"$京东(JD)$ 弟弟,财报一文不值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182204877893720","isVote":1,"tweetType":1,"viewCount":3339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651115429,"gmtCreate":1681690770261,"gmtModify":1681690771748,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"裁员又开始了","listText":"裁员又开始了","text":"裁员又开始了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651115429","repostId":"1137337807","repostType":2,"isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627460148,"gmtCreate":1678546320184,"gmtModify":1678586871955,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"加息吧,看看银行家到底能不能搬得动美联储。","listText":"加息吧,看看银行家到底能不能搬得动美联储。","text":"加息吧,看看银行家到底能不能搬得动美联储。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627460148","repostId":"1143509984","repostType":2,"repost":{"id":"1143509984","kind":"news","pubTimestamp":1678496176,"share":"https://ttm.financial/m/news/1143509984?lang=&edition=full","pubTime":"2023-03-11 08:56","market":"us","language":"zh","title":"闪电破产!硅谷银行48小时内倒闭,后面还有10家?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143509984","media":"华尔街见闻","summary":"硅谷银行成为2023年美国第一家倒闭的投保银行机构。","content":"<html><head></head><body><p>作者:曹泽熙</p><p>美国金融业出现2008年以来最大的倒闭案!</p><p>爆雷的美国硅谷银行,很快被监管机构盯上了。3月10日周五早间,美国监管机构派出大量人员突击寻访硅谷银行,以评估其资产状况。</p><p><b>随后不久传出消息,加州金融保护与创新部关闭了硅谷银行,并将美国联邦存款保险公司(FDIC)指定为接收方,介入后续存款保险事宜。FDIC则创建了圣克拉拉存款保险国家银行,该银行现在持有硅谷银行的受保存款,并且FDIC已经任命了审计人。硅谷银行成为2023年美国第一家倒闭的投保银行机构。加州金融保护和创新部宣布接管的理由是硅谷银行流动性不足且资不抵债。</b></p><p>这也是本周美国第二家地区性银行陷入危机,此前Silvergate Capital Corp.宣布自愿清算银行业务,引发银行股抛售及市场对更多机构可能倒闭的担忧。</p><p>硅谷银行曾经掌握着大约2090亿美元资产,其中拥有大约1754亿美元存款,FDIC将保护投保了的存款。FDIC的标准保险为每家银行的每位存款人提供高达25万美元的保险。目前尚不清楚关闭硅谷银行将对公司的大客户多大影响。硅谷银行首席执行官Greg Becker说,被保险储户可在不晚于周一上午拿到自己的资金。无保险储户将获得其未投保资金剩余部分的接管证书,但目前尚不清楚相关金额。</p><p><img src=\"https://static.tigerbbs.com/31508d9b5f92379e53b80f5c97b3b900\" tg-width=\"660\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>康奈尔大学法学教授Saule Omarova说:</p><blockquote>FDIC接管将结束围绕这家银行的不确定性。银行挤兑和心理息息相关。就目前而言,感到紧张是非常合理的。</blockquote><p>硅谷银行曾称,该银行是1983年因Bill Biggerstaff和Robert Medearis之间的一场牌局诞生。至此以后硅谷银行一直专注于为科技初创企业提供金融服务。</p><p>硅谷银行流动性危机引发的恐慌情绪在金融界蔓延。硅谷银行的母公司SVB Financial周五盘前一度暴跌68%,并于美东时间周五早8点30分左右停牌。纳斯达克晚些时候表示,暂停硅谷银行金融集团的股票交易,硅谷银行将一直停牌,直至满足提供更多信息的要求。</p><p>据知情人士透露,在尝试筹资失败后,SVB Financial正在磋商出售自己。截至周五早些时候,SVB Financial的股票出售计划尚未完成。</p><p>围绕硅谷银行的恐慌始于本周三,当时其母公司表示将计入18亿美元的投资销售税后亏损,并寻求通过出售普通股和优先股的组合来筹集22.5亿美元。周四,由Peter Thiel参与创立的知名创投Founders Fund建议企业从硅谷银行提出资金后,硅谷银行的危机迅速恶化。</p><p><b>美国政府表态:密切监控银行业状况,担忧蔓延成为更系统性的问题</b></p><p>美国财政部长耶伦周五表示,她正在“非常仔细地”监控几家银行,银行正在遭受财务损失,这是一个“令人担忧的问题”,但是她并没有点名硅谷银行:</p><blockquote>最近的事态发展与我正在密切关注的几家银行有关。当银行遭受财务损失时,这应该引起关注。</blockquote><p>白宫经济顾问Bharat Ramamurti周五早些时候表示,随着硅谷银行股价暴跌,财政部“非常谨慎”地对其进行监控。他在接受媒体采访时称:</p><blockquote>我现在不想说更多,但我想向观众保证,这是我们所掌握的事情,这是一个高度不稳定的状况。</blockquote><blockquote>问题在于,这是否会蔓延成一个更系统性的问题。</blockquote><p><b>可能还有10家银行步硅谷银行后尘</b></p><p>硅谷银行爆雷引发美国银行板块“巨震”。</p><p>有媒体统计称,全美108家银行中有102家银行去年第四季度净息差扩大。剩下的10家银行在过去一年净息差收窄、或扩大幅度最小:硅谷银行排在第11位,去年第四季度净利息收入和平均总资产比值为1.93%,高于去年同期的1.83%。</p><p>在硅谷银行爆雷后,排名前10的美国区域性银行最有可能面临压力,其中就包括和硅谷银行一样总部位于加州的第一共和银行(FRC)。</p><p>10日美股盘中,第一共和银行表示,该公司储蓄资金基础强大,并有着非常好的多样性。流动性状况同样非常强劲。目前仅有4%的储金与科技行业相关。</p><p><b>英国、德国监管机构加强监管</b></p><p>硅谷银行的危机,也引发了其他国家监管机构对硅谷银行在当地子公司以及银行业潜在风险的重视。</p><p>据知情人士透露,英国央行下辖审慎监管局(PRA)正密切追踪英国银行业和更大范围的市场形势,并与受其监管的金融机构保持密切的联系。同时,英国央行公告:<b>将会把硅谷银行金融集团英国附属公司(SVB UK)列入银行破产程序。</b></p><p>周五,美国硅谷银行旗下的英国附属公司表示,该附属公司是一家“单独运营的银行机构”,受到英国监管部门PRA的管理。该附属公司称:</p><blockquote>硅谷银行英国(SVB UK)自2022年8月份就是一家单独的附属公司,其资产负债表与硅谷银行金融集团是区分开的,并拥有一个独立的、在英国的董事会,来自客户存款的资金在英国得到管理。</blockquote><p>德国金融监管机构BaFin的一位发言人周五表示:</p><blockquote>正在考虑当前的事态发展,并将反映在我们的持续监管中。</blockquote><p>硅谷银行德国2021年最新财务披露称,它是一家“小型、不复杂”的机构,由于在资本和流动性方面依赖母公司,因此不受德国资本要求的约束。</p></body></html>","source":"live_wallstreetcn","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>闪电破产!硅谷银行48小时内倒闭,后面还有10家?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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闪电破产!硅谷银行48小时内倒闭,后面还有10家?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 08:56 北京时间 <a href=https://wallstreetcn.com/articles/3683789><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:曹泽熙美国金融业出现2008年以来最大的倒闭案!爆雷的美国硅谷银行,很快被监管机构盯上了。3月10日周五早间,美国监管机构派出大量人员突击寻访硅谷银行,以评估其资产状况。随后不久传出消息,加州金融保护与创新部关闭了硅谷银行,并将美国联邦存款保险公司(FDIC)指定为接收方,介入后续存款保险事宜。FDIC则创建了圣克拉拉存款保险国家银行,该银行现在持有硅谷银行的受保存款,并且FDIC已经任命了...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683789\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b670abd0741f4f2fabe6a4227fa03e6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3683789","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143509984","content_text":"作者:曹泽熙美国金融业出现2008年以来最大的倒闭案!爆雷的美国硅谷银行,很快被监管机构盯上了。3月10日周五早间,美国监管机构派出大量人员突击寻访硅谷银行,以评估其资产状况。随后不久传出消息,加州金融保护与创新部关闭了硅谷银行,并将美国联邦存款保险公司(FDIC)指定为接收方,介入后续存款保险事宜。FDIC则创建了圣克拉拉存款保险国家银行,该银行现在持有硅谷银行的受保存款,并且FDIC已经任命了审计人。硅谷银行成为2023年美国第一家倒闭的投保银行机构。加州金融保护和创新部宣布接管的理由是硅谷银行流动性不足且资不抵债。这也是本周美国第二家地区性银行陷入危机,此前Silvergate Capital Corp.宣布自愿清算银行业务,引发银行股抛售及市场对更多机构可能倒闭的担忧。硅谷银行曾经掌握着大约2090亿美元资产,其中拥有大约1754亿美元存款,FDIC将保护投保了的存款。FDIC的标准保险为每家银行的每位存款人提供高达25万美元的保险。目前尚不清楚关闭硅谷银行将对公司的大客户多大影响。硅谷银行首席执行官Greg Becker说,被保险储户可在不晚于周一上午拿到自己的资金。无保险储户将获得其未投保资金剩余部分的接管证书,但目前尚不清楚相关金额。康奈尔大学法学教授Saule Omarova说:FDIC接管将结束围绕这家银行的不确定性。银行挤兑和心理息息相关。就目前而言,感到紧张是非常合理的。硅谷银行曾称,该银行是1983年因Bill Biggerstaff和Robert Medearis之间的一场牌局诞生。至此以后硅谷银行一直专注于为科技初创企业提供金融服务。硅谷银行流动性危机引发的恐慌情绪在金融界蔓延。硅谷银行的母公司SVB Financial周五盘前一度暴跌68%,并于美东时间周五早8点30分左右停牌。纳斯达克晚些时候表示,暂停硅谷银行金融集团的股票交易,硅谷银行将一直停牌,直至满足提供更多信息的要求。据知情人士透露,在尝试筹资失败后,SVB Financial正在磋商出售自己。截至周五早些时候,SVB Financial的股票出售计划尚未完成。围绕硅谷银行的恐慌始于本周三,当时其母公司表示将计入18亿美元的投资销售税后亏损,并寻求通过出售普通股和优先股的组合来筹集22.5亿美元。周四,由Peter Thiel参与创立的知名创投Founders Fund建议企业从硅谷银行提出资金后,硅谷银行的危机迅速恶化。美国政府表态:密切监控银行业状况,担忧蔓延成为更系统性的问题美国财政部长耶伦周五表示,她正在“非常仔细地”监控几家银行,银行正在遭受财务损失,这是一个“令人担忧的问题”,但是她并没有点名硅谷银行:最近的事态发展与我正在密切关注的几家银行有关。当银行遭受财务损失时,这应该引起关注。白宫经济顾问Bharat Ramamurti周五早些时候表示,随着硅谷银行股价暴跌,财政部“非常谨慎”地对其进行监控。他在接受媒体采访时称:我现在不想说更多,但我想向观众保证,这是我们所掌握的事情,这是一个高度不稳定的状况。问题在于,这是否会蔓延成一个更系统性的问题。可能还有10家银行步硅谷银行后尘硅谷银行爆雷引发美国银行板块“巨震”。有媒体统计称,全美108家银行中有102家银行去年第四季度净息差扩大。剩下的10家银行在过去一年净息差收窄、或扩大幅度最小:硅谷银行排在第11位,去年第四季度净利息收入和平均总资产比值为1.93%,高于去年同期的1.83%。在硅谷银行爆雷后,排名前10的美国区域性银行最有可能面临压力,其中就包括和硅谷银行一样总部位于加州的第一共和银行(FRC)。10日美股盘中,第一共和银行表示,该公司储蓄资金基础强大,并有着非常好的多样性。流动性状况同样非常强劲。目前仅有4%的储金与科技行业相关。英国、德国监管机构加强监管硅谷银行的危机,也引发了其他国家监管机构对硅谷银行在当地子公司以及银行业潜在风险的重视。据知情人士透露,英国央行下辖审慎监管局(PRA)正密切追踪英国银行业和更大范围的市场形势,并与受其监管的金融机构保持密切的联系。同时,英国央行公告:将会把硅谷银行金融集团英国附属公司(SVB UK)列入银行破产程序。周五,美国硅谷银行旗下的英国附属公司表示,该附属公司是一家“单独运营的银行机构”,受到英国监管部门PRA的管理。该附属公司称:硅谷银行英国(SVB UK)自2022年8月份就是一家单独的附属公司,其资产负债表与硅谷银行金融集团是区分开的,并拥有一个独立的、在英国的董事会,来自客户存款的资金在英国得到管理。德国金融监管机构BaFin的一位发言人周五表示:正在考虑当前的事态发展,并将反映在我们的持续监管中。硅谷银行德国2021年最新财务披露称,它是一家“小型、不复杂”的机构,由于在资本和流动性方面依赖母公司,因此不受德国资本要求的约束。","news_type":1,"symbols_score_info":{"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":2869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624845313,"gmtCreate":1677254169933,"gmtModify":1677254818268,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$ </a>这只垃圾股不长个100%是割不着韭菜的。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$ </a>这只垃圾股不长个100%是割不着韭菜的。","text":"$ContextLogic Inc.(WISH)$ 这只垃圾股不长个100%是割不着韭菜的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624845313","isVote":1,"tweetType":1,"viewCount":3250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668690408,"gmtCreate":1664587747904,"gmtModify":1664587749147,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"感觉不比铁蛋强","listText":"感觉不比铁蛋强","text":"感觉不比铁蛋强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668690408","repostId":"1101418965","repostType":2,"repost":{"id":"1101418965","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":1664587441,"share":"https://ttm.financial/m/news/1101418965?lang=&edition=full","pubTime":"2022-10-01 09:24","market":"other","language":"zh","title":"特斯拉2022年AI日!人形机器人“擎天柱”亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=1101418965","media":"老虎资讯综合","summary":"10月1日讯,2022年特斯拉AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三","content":"<html><head></head><body><p>10月1日讯,2022年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。</p><p><img src=\"https://static.tigerbbs.com/3c9ec9cf430a2d00e41c062a1113967c\" tg-width=\"1080\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p><p>马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。</p><p><img src=\"https://static.tigerbbs.com/cda85072cdf522fea7d912d364c603c9\" tg-width=\"629\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。</p><p><img src=\"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99\" tg-width=\"940\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d51fb6c5b5d7bb1b0dbda0430c311c03\" tg-width=\"631\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0bc52a72aecab7b330f0fa91d99652ee\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉在AI日中展示了人形<a href=\"https://laohu8.com/S/300024\">机器人</a>擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。</p><p><img src=\"https://static.tigerbbs.com/de92aa2a1b264990ef0f5414bf4a63a9\" tg-width=\"991\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bef6ce92f6d72fc1b13a17decfcfc2af\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。</p><p><img src=\"https://static.tigerbbs.com/4df5e342fab9d5523339cac180a9122e\" tg-width=\"1536\" tg-height=\"916\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。</p><p>特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。</p><p><img src=\"https://static.tigerbbs.com/6d1a0abe99773ec7a69de34ce0e18b05\" tg-width=\"2048\" tg-height=\"946\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61527a6f41f93981b5b096cc9083fc79\" tg-width=\"1024\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。</p><p><img src=\"https://static.tigerbbs.com/5bec8cca8cb8ed2afe131969b83be176\" tg-width=\"633\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff5fd3ace8aa68e8e06426277d17730b\" tg-width=\"632\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。</p><p><img src=\"https://static.tigerbbs.com/d4b26b59e6cd0151c600ff196734f797\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?</p><p>特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。</p><p><img src=\"https://static.tigerbbs.com/5ac5c7c1ba0f3425a0ad0df94ffb4d77\" tg-width=\"636\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/edc70f621ef93c226f644c8ebc8ac758\" tg-width=\"631\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。</p><p><img src=\"https://static.tigerbbs.com/a56f527fd22fefeb2992b445b1a86821\" tg-width=\"631\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。</p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cd1aed4d1d8dcf5b7eea1adbc8a136f7\" tg-width=\"1024\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。</p><p><img src=\"https://static.tigerbbs.com/23e923882fbc5c6e99df03c2d8d628a4\" tg-width=\"637\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/eb18f3cc406d1eacc1c5b4ae53cc3b32\" tg-width=\"632\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。</p><p><img src=\"https://static.tigerbbs.com/e3bbf52c96b7fad22199c0059eaae5e8\" tg-width=\"1024\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。</p><p><img src=\"https://static.tigerbbs.com/d61102b016dd05d4cc3c31b93b3af5a9\" tg-width=\"634\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>下一环节开始:特斯拉开始介绍Dojo超级计算机。</p><p><img src=\"https://static.tigerbbs.com/1ec2ab81cd1ba826bc420c131550193d\" tg-width=\"633\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail fast)的思维模式帮助其迅速跨越了障碍,向前迈进。</p><p><img src=\"https://static.tigerbbs.com/53ace226d3a97dd709e59469d453f8f9\" tg-width=\"1024\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉专家解释称,Dojo能将通常需要几个月的工作减少到一个星期。</p><p><img src=\"https://static.tigerbbs.com/ca5b3d2f81fd294e2816184fce39b8d6\" tg-width=\"1024\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉计划在2023年之前制造出首个完整Dojo集群的Exapod。</p><p><img src=\"https://static.tigerbbs.com/73f23cf5bffbeb881a8dd3fd89030d04\" tg-width=\"1024\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>AI日特斯拉官方展示结束,进入问答环节</p><p>特斯拉AI日结束</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>特斯拉2022年AI日!人形机器人“擎天柱”亮相</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特斯拉2022年AI日!人形机器人“擎天柱”亮相\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\">2022-10-01 09:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月1日讯,2022年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。</p><p><img src=\"https://static.tigerbbs.com/3c9ec9cf430a2d00e41c062a1113967c\" tg-width=\"1080\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p><p>马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。</p><p><img src=\"https://static.tigerbbs.com/cda85072cdf522fea7d912d364c603c9\" tg-width=\"629\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。</p><p><img src=\"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99\" tg-width=\"940\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d51fb6c5b5d7bb1b0dbda0430c311c03\" tg-width=\"631\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0bc52a72aecab7b330f0fa91d99652ee\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉在AI日中展示了人形<a href=\"https://laohu8.com/S/300024\">机器人</a>擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。</p><p><img src=\"https://static.tigerbbs.com/de92aa2a1b264990ef0f5414bf4a63a9\" tg-width=\"991\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bef6ce92f6d72fc1b13a17decfcfc2af\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。</p><p><img src=\"https://static.tigerbbs.com/4df5e342fab9d5523339cac180a9122e\" tg-width=\"1536\" tg-height=\"916\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。</p><p>特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。</p><p><img src=\"https://static.tigerbbs.com/6d1a0abe99773ec7a69de34ce0e18b05\" tg-width=\"2048\" tg-height=\"946\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61527a6f41f93981b5b096cc9083fc79\" tg-width=\"1024\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。</p><p><img src=\"https://static.tigerbbs.com/5bec8cca8cb8ed2afe131969b83be176\" tg-width=\"633\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff5fd3ace8aa68e8e06426277d17730b\" tg-width=\"632\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。</p><p><img src=\"https://static.tigerbbs.com/d4b26b59e6cd0151c600ff196734f797\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?</p><p>特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。</p><p><img src=\"https://static.tigerbbs.com/5ac5c7c1ba0f3425a0ad0df94ffb4d77\" tg-width=\"636\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/edc70f621ef93c226f644c8ebc8ac758\" tg-width=\"631\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。</p><p><img src=\"https://static.tigerbbs.com/a56f527fd22fefeb2992b445b1a86821\" tg-width=\"631\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。</p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cd1aed4d1d8dcf5b7eea1adbc8a136f7\" tg-width=\"1024\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。</p><p><img src=\"https://static.tigerbbs.com/23e923882fbc5c6e99df03c2d8d628a4\" tg-width=\"637\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/eb18f3cc406d1eacc1c5b4ae53cc3b32\" tg-width=\"632\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。</p><p><img src=\"https://static.tigerbbs.com/e3bbf52c96b7fad22199c0059eaae5e8\" tg-width=\"1024\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。</p><p><img src=\"https://static.tigerbbs.com/d61102b016dd05d4cc3c31b93b3af5a9\" tg-width=\"634\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>下一环节开始:特斯拉开始介绍Dojo超级计算机。</p><p><img src=\"https://static.tigerbbs.com/1ec2ab81cd1ba826bc420c131550193d\" tg-width=\"633\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail fast)的思维模式帮助其迅速跨越了障碍,向前迈进。</p><p><img src=\"https://static.tigerbbs.com/53ace226d3a97dd709e59469d453f8f9\" tg-width=\"1024\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉专家解释称,Dojo能将通常需要几个月的工作减少到一个星期。</p><p><img src=\"https://static.tigerbbs.com/ca5b3d2f81fd294e2816184fce39b8d6\" tg-width=\"1024\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉计划在2023年之前制造出首个完整Dojo集群的Exapod。</p><p><img src=\"https://static.tigerbbs.com/73f23cf5bffbeb881a8dd3fd89030d04\" tg-width=\"1024\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>AI日特斯拉官方展示结束,进入问答环节</p><p>特斯拉AI日结束</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99","relate_stocks":{"300024":"机器人","BK4534":"瑞士信贷持仓","BK0196":"行业龙头","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4528":"SaaS概念","AI":"C3.ai, Inc.","PATH":"UiPath","BK4505":"高瓴资本持仓","BK0073":"3D打印","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK0028":"国家队","BK0005":"高端装备制造","BK4551":"寇图资本持仓","BK0130":"工业4.0","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4023":"应用软件","BK0089":"人工智能"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101418965","content_text":"10月1日讯,2022年特斯拉AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。特斯拉在AI日中展示了人形机器人擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。下一环节开始:特斯拉开始介绍Dojo超级计算机。Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail fast)的思维模式帮助其迅速跨越了障碍,向前迈进。特斯拉专家解释称,Dojo能将通常需要几个月的工作减少到一个星期。特斯拉计划在2023年之前制造出首个完整Dojo集群的Exapod。AI日特斯拉官方展示结束,进入问答环节特斯拉AI日结束","news_type":1,"symbols_score_info":{"300024":0.9,"AI":0.9,"PATH":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3457741238547821","idStr":"3457741238547821"},"content":"看关节灵活度和人工智能这块还是比铁蛋强不少的,这个只是原型机,过几年估计就牛逼了。","text":"看关节灵活度和人工智能这块还是比铁蛋强不少的,这个只是原型机,过几年估计就牛逼了。","html":"看关节灵活度和人工智能这块还是比铁蛋强不少的,这个只是原型机,过几年估计就牛逼了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661168881,"gmtCreate":1663769515843,"gmtModify":1663769517202,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>被我逮到了,这回,我在空方[笑哭] ","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>被我逮到了,这回,我在空方[笑哭] ","text":"$拼多多(PDD)$被我逮到了,这回,我在空方[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661168881","isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669930401,"gmtCreate":1662023421904,"gmtModify":1662023421904,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"二位回头记得晒单哦","listText":"二位回头记得晒单哦","text":"二位回头记得晒单哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669930401","repostId":"2264510232","repostType":2,"repost":{"id":"2264510232","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661995843,"share":"https://ttm.financial/m/news/2264510232?lang=&edition=full","pubTime":"2022-09-01 09:30","market":"hk","language":"zh","title":"美国官员下令Nvidia和AMD停止向中国销售顶级人工智能芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2264510232","media":"Reuters","summary":"路透8月31日 - 芯片设计商Nvidia 周三表示,美国官员已命令公司停止向中国出口用于人工智能工作的A100与H100两种顶级计算芯片。受影响的业务本季为Nvidia贡献了4亿美元营收。H100是Nvidia今年稍早发布的旗舰芯片,Nvidia表示,这项禁令可能影响H100芯片开发的完成。受上述禁令消息响,Nvidia股价盘后下挫约3%。这项禁令显示美国和中国在科技领域的紧张关系大幅升级。AMD发言人周三表示,美国官员已经要求该公司停止向中国出口其顶级人工智能芯片。","content":"<html><head></head><body><p>路透8月31日 - 芯片设计商Nvidia(辉达/<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>) 周三表示,美国官员已命令公司停止向中国出口用于人工智能工作的A100与H100两种顶级计算芯片。受影响的业务本季为Nvidia贡献了4亿美元营收。</p><p>H100是Nvidia今年稍早发布的旗舰芯片,Nvidia表示,这项禁令可能影响H100芯片开发的完成。受上述禁令消息响,Nvidia股价盘后下挫约3%。</p><p>这项禁令显示美国和中国在科技领域的紧张关系大幅升级。如果没有Nvidia及其对手AMD(超威/超微) 等美国科技公司的芯片,中方机构将无法以合理成本完成用于图像和语音识别等许多领域的先进计算。</p><p>AMD发言人周三表示,美国官员已经要求该公司停止向中国出口其顶级人工智能芯片。</p><p>该公司称,新的许可要求阻止其向中国出口MI250芯片,但该公司认为其MI100芯片不受新要求的影响。该公司表示,认为新规定不会对其业务产生实质性影响。</p><p>AMD股价在盘后下跌2%。<img src=\"https://static.tigerbbs.com/536d1af4c4fc4de0f0117b3729b9dbfb\" tg-width=\"778\" tg-height=\"725\" width=\"100%\" height=\"auto\"/></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>美国官员下令Nvidia和AMD停止向中国销售顶级人工智能芯片</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美国官员下令Nvidia和AMD停止向中国销售顶级人工智能芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-01 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>路透8月31日 - 芯片设计商Nvidia(辉达/<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>) 周三表示,美国官员已命令公司停止向中国出口用于人工智能工作的A100与H100两种顶级计算芯片。受影响的业务本季为Nvidia贡献了4亿美元营收。</p><p>H100是Nvidia今年稍早发布的旗舰芯片,Nvidia表示,这项禁令可能影响H100芯片开发的完成。受上述禁令消息响,Nvidia股价盘后下挫约3%。</p><p>这项禁令显示美国和中国在科技领域的紧张关系大幅升级。如果没有Nvidia及其对手AMD(超威/超微) 等美国科技公司的芯片,中方机构将无法以合理成本完成用于图像和语音识别等许多领域的先进计算。</p><p>AMD发言人周三表示,美国官员已经要求该公司停止向中国出口其顶级人工智能芯片。</p><p>该公司称,新的许可要求阻止其向中国出口MI250芯片,但该公司认为其MI100芯片不受新要求的影响。该公司表示,认为新规定不会对其业务产生实质性影响。</p><p>AMD股价在盘后下跌2%。<img src=\"https://static.tigerbbs.com/536d1af4c4fc4de0f0117b3729b9dbfb\" tg-width=\"778\" tg-height=\"725\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"BK4549":"软银资本持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","AMD":"美国超微公司","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4575":"芯片概念","BK4566":"资本集团","GFS":"GLOBALFOUNDRIES Inc.","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264510232","content_text":"路透8月31日 - 芯片设计商Nvidia(辉达/英伟达) 周三表示,美国官员已命令公司停止向中国出口用于人工智能工作的A100与H100两种顶级计算芯片。受影响的业务本季为Nvidia贡献了4亿美元营收。H100是Nvidia今年稍早发布的旗舰芯片,Nvidia表示,这项禁令可能影响H100芯片开发的完成。受上述禁令消息响,Nvidia股价盘后下挫约3%。这项禁令显示美国和中国在科技领域的紧张关系大幅升级。如果没有Nvidia及其对手AMD(超威/超微) 等美国科技公司的芯片,中方机构将无法以合理成本完成用于图像和语音识别等许多领域的先进计算。AMD发言人周三表示,美国官员已经要求该公司停止向中国出口其顶级人工智能芯片。该公司称,新的许可要求阻止其向中国出口MI250芯片,但该公司认为其MI100芯片不受新要求的影响。该公司表示,认为新规定不会对其业务产生实质性影响。AMD股价在盘后下跌2%。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685621591,"gmtCreate":1659612851615,"gmtModify":1659612892782,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>曾经新能源队列的市值第一,现在都什么德行,要点脸可行?","listText":"<a 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>曾经在新能源车队列也市值第一过,现在看看什么德行,要点脸可行?","text":"$小鹏汽车(XPEV)$曾经在新能源车队列也市值第一过,现在看看什么德行,要点脸可行?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685621054","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366181456,"gmtCreate":1614410441875,"gmtModify":1703477395150,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"期待周一股市的表现","listText":"期待周一股市的表现","text":"期待周一股市的表现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366181456","repostId":"1151349460","repostType":4,"repost":{"id":"1151349460","kind":"news","pubTimestamp":1614409850,"share":"https://ttm.financial/m/news/1151349460?lang=&edition=full","pubTime":"2021-02-27 15:10","market":"us","language":"zh","title":"美国众议院投票通过1.9万亿美元经济救助计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1151349460","media":"华尔街见闻","summary":"下一步进入参议院审议。","content":"<p>据央视新闻报道,当地时间2月27日凌晨,美国众议院投票通过了1.9万亿美元新一轮经济救助计划。按照立法流程,该法案下周将在参议院进行表决。</p><p>这项由美国总统拜登提出的总额达1.9万亿美元的新一轮经济救助计划,旨在为受新冠疫情影响的美国家庭和企业提供财政支持。其中包括直接向符合条件的美国人支付1400美元的补助金,为符合条件的失业者提供每周400美元的失业救济金。主要核心条款如下:</p><blockquote>向符合条件的美国人支付1400美元的补助;</blockquote><blockquote>向符合条件的失业者提供每周400美元的失业救济金;</blockquote><blockquote>扩大儿童税收抵免,每个家庭单个儿童一年最多3600美元;</blockquote><blockquote>为新冠疫苗接种提供200亿美元的资金,为新冠病毒检测提供500亿美元的资金;</blockquote><blockquote>为地方政府提供3500亿美元的资助金;</blockquote><blockquote>提供250亿美元用于租金支付;</blockquote><blockquote>提供1700亿美元用于K-12学校和高等教育机构的重开费用和对学生的资助;</blockquote><blockquote>每小时最低工资上调至15美元/小时;</blockquote><p></p><p>但法案下周将在参议院经历重大考验,部分核心条款能否通过目前存在争议,可能出现新版本的救助法案。</p><p>本周四,参议院负责诠释议事章程的独立仲裁员已作出裁定,民主党人不能将每小时15美元的最低工资纳入规模1.9万亿美元的新冠救济方案。这意味着最低工资的增加需要获得参议院两党议员的支持。</p><p>在周四裁决结果出炉后,民主党人纷纷表示失望,但表示不会放弃。众议院议长Pelosi表示,众议院民主党人认为提高最低工资是必须的,民主党人决心采取任何可能的行动来争取15美元最低时薪。</p><p>代表总统拜登的白宫幕僚长Klain则表示,如果15美元的最低工资被排除,将找到其他解决方法。部分民主党参议员已经发出警告,将采取变通措施制定法案,制裁那些不按15美元/小时最低工资进行支付的公司。</p><p>15美元的最低工资一直是美国两党争议的焦点,一旦刺激法案因此规模缩小或者再度推迟通过,市场将再度面临遭到抛售的风险。</p>","source":"highlight_wallstreetcn","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>美国众议院投票通过1.9万亿美元经济救助计划</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; 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}\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美国众议院投票通过1.9万亿美元经济救助计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-27 15:10 北京时间 <a href=https://wallstreetcn.com/articles/3621674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据央视新闻报道,当地时间2月27日凌晨,美国众议院投票通过了1.9万亿美元新一轮经济救助计划。按照立法流程,该法案下周将在参议院进行表决。这项由美国总统拜登提出的总额达1.9万亿美元的新一轮经济救助计划,旨在为受新冠疫情影响的美国家庭和企业提供财政支持。其中包括直接向符合条件的美国人支付1400美元的补助金,为符合条件的失业者提供每周400美元的失业救济金。主要核心条款如下:向符合条件的美国人支付...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3621674\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3621674","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1151349460","content_text":"据央视新闻报道,当地时间2月27日凌晨,美国众议院投票通过了1.9万亿美元新一轮经济救助计划。按照立法流程,该法案下周将在参议院进行表决。这项由美国总统拜登提出的总额达1.9万亿美元的新一轮经济救助计划,旨在为受新冠疫情影响的美国家庭和企业提供财政支持。其中包括直接向符合条件的美国人支付1400美元的补助金,为符合条件的失业者提供每周400美元的失业救济金。主要核心条款如下:向符合条件的美国人支付1400美元的补助;向符合条件的失业者提供每周400美元的失业救济金;扩大儿童税收抵免,每个家庭单个儿童一年最多3600美元;为新冠疫苗接种提供200亿美元的资金,为新冠病毒检测提供500亿美元的资金;为地方政府提供3500亿美元的资助金;提供250亿美元用于租金支付;提供1700亿美元用于K-12学校和高等教育机构的重开费用和对学生的资助;每小时最低工资上调至15美元/小时;但法案下周将在参议院经历重大考验,部分核心条款能否通过目前存在争议,可能出现新版本的救助法案。本周四,参议院负责诠释议事章程的独立仲裁员已作出裁定,民主党人不能将每小时15美元的最低工资纳入规模1.9万亿美元的新冠救济方案。这意味着最低工资的增加需要获得参议院两党议员的支持。在周四裁决结果出炉后,民主党人纷纷表示失望,但表示不会放弃。众议院议长Pelosi表示,众议院民主党人认为提高最低工资是必须的,民主党人决心采取任何可能的行动来争取15美元最低时薪。代表总统拜登的白宫幕僚长Klain则表示,如果15美元的最低工资被排除,将找到其他解决方法。部分民主党参议员已经发出警告,将采取变通措施制定法案,制裁那些不按15美元/小时最低工资进行支付的公司。15美元的最低工资一直是美国两党争议的焦点,一旦刺激法案因此规模缩小或者再度推迟通过,市场将再度面临遭到抛售的风险。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571090944409480","authorId":"3571090944409480","name":"chickenheart","avatar":"https://static.tigerbbs.com/ad4cfb04657265ff58accb4b4521edb9","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3571090944409480","idStr":"3571090944409480"},"content":"周一如果qqq大涨的话是用来给满仓人逃命的。现在只是通过了众议员 参议院还要再投一轮。把底薪提到15刀这一项估计会有bargain。要改条例才能完全通过","text":"周一如果qqq大涨的话是用来给满仓人逃命的。现在只是通过了众议员 参议院还要再投一轮。把底薪提到15刀这一项估计会有bargain。要改条例才能完全通过","html":"周一如果qqq大涨的话是用来给满仓人逃命的。现在只是通过了众议员 参议院还要再投一轮。把底薪提到15刀这一项估计会有bargain。要改条例才能完全通过"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368622557,"gmtCreate":1614320235379,"gmtModify":1703476314410,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"笔者显然又是一个踏空小散的洞见,股民为泡沫买单也是理性选择的结果,此时是否泡沫破裂还不好说,但相信此前的收益能帮大家度过暂时的严寒。","listText":"笔者显然又是一个踏空小散的洞见,股民为泡沫买单也是理性选择的结果,此时是否泡沫破裂还不好说,但相信此前的收益能帮大家度过暂时的严寒。","text":"笔者显然又是一个踏空小散的洞见,股民为泡沫买单也是理性选择的结果,此时是否泡沫破裂还不好说,但相信此前的收益能帮大家度过暂时的严寒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368622557","repostId":"1140861561","repostType":4,"repost":{"id":"1140861561","kind":"news","weMediaInfo":{"introduction":"西泽研究院属西泽投资(Atlantis)旗下的公共研究机构,由赵建教授领衔,旨在打造经济金融业的研究者和思想家联盟,是致力于新时代经济金融领域深度研究、专业洞察、内容生产及传播,认知提升及应用的新型研究机构。","home_visible":1,"media_name":"西泽研究院","id":"1045745028","head_image":"https://static.tigerbbs.com/900531cb320fb16e8058121dc9c59053"},"pubTimestamp":1614310245,"share":"https://ttm.financial/m/news/1140861561?lang=&edition=full","pubTime":"2021-02-26 11:30","market":"us","language":"zh","title":"大放水恶果来了:美债利率飙升,泡沫时代走到尽头","url":"https://stock-news.laohu8.com/highlight/detail?id=1140861561","media":"西泽研究院","summary":"只要通胀的风不来,泡沫的盛宴就不会结束。","content":"<p>作者:赵建</p><p>现在鲍威尔和耶伦可能都一头雾水,为什么放了这么多水,长期国债却仍然大跌,申购倍数创十年新低,越来越多的机构抛售美债——难道有钱还买不到远端国债利率的下行?</p><p><img src=\"https://static.tigerbbs.com/a92cc2cfa7b415348aec36f424f24fae\" tg-width=\"1080\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p><p>还真买不到。这一次,钱终于不是万能的了,货币大放水真的无法解决问题了,因为:</p><p><b>沉睡了十年的一头猛虎终于醒了——通胀。</b></p><p><img src=\"https://static.tigerbbs.com/56b1d0bc87e44cb4768d0c3d3f590c36\" tg-width=\"1077\" tg-height=\"774\" referrerpolicy=\"no-referrer\"></p><p>次贷危机后,美联储搞出来个量化宽松QE,这其实不是个新鲜玩意儿,理论上是“货币主义+后凯恩斯主义”的合成,实践上则是直接突破央行多少年坚持的底线,像交易员一样在市场上买买买。而且买的都是有毒资产,私人机构抛售的垃圾。央行却愿意花钱买这些垃圾和毒品,最主要的原因是:</p><p><b>钱不是他们自己的。</b></p><p>其实次贷危机的时候,量化宽松的政策国会一开始并不同意——在美国这样的自由民主国家,一直宣称政府罪恶市场完美的国家,怎么可能这么随意用纳税人的钱买这些垃圾而且是有毒的资产呢?这么随意动用国家货币金融力量,社会主义国家都不敢这么做,灯塔国怎么可能这样呢。让央行到市场上做交易,这是严重的扰乱市场秩序的行为。</p><p>但是,时任财政部长、原高盛CEO、华尔街的精英代言保尔森,和时任美联储主席的伯南克有办法,这个办法就是等着拿一个大型金融机构来为这场行动“祭旗”。而此时,雷曼兄弟终于顶不住了,这么大的一家金融机构,竟然破产了。于是保尔森与伯南克在迟疑的国会议员面前说了一句石破惊天的话:</p><p><b>美联储再不出手,美利坚合众国就万劫不复了.......</b></p><p>这句话让所有在场的国会议员鸦雀无声,谁也不敢为了纳税人这点钱而承担这么大的责任,曾经差点让美利坚合众国崩溃的危机又不是没发生过,1929年持续了近7年的美国大萧条是每个美国人,甚至是所有西方发达经济国家的历史噩梦。</p><p><img src=\"https://static.tigerbbs.com/c2025cbb7fb176ae020a150ae5acb9c2\" tg-width=\"800\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p>而此时,在雷曼兄弟破产,整个华尔街愁云惨淡的场景下,谁敢说这一次的危机程度不会是大萧条量级的?每个国会议员心里都清楚,我何必为了这么一个“央行独立性或不浪费纳税人钱”的名义,去冒这么大的风险呢?万一因为我不同意而美国真的酿成百年大灾难呢?最重要的一点是:</p><p><b>救市的钱也不是我们自己的</b>。</p><p>于是,潘多拉魔盒打开了,世界正式进入了货币大洪水时间,MMT时间,央行买买买的时间。美国QE1,放了1.75万亿美元,然后QE2大约6000亿,QE3大约1.5万亿,这一系列量化宽松下来,美联储资产负债表超过4万亿美元,是次贷危机前的5倍。但去年一次QE4,就发放了近四万亿美元。而且,拜登政府上台后,为配合财政刺激方案,一个新的3万亿美元的货币水包即将释放到社会。这一次,美联储又突破了一条底线,上一个底线是进入金融市场做交易买买买,这一次是:</p><p>直接给个人或家庭发钱。</p><p><img src=\"https://static.tigerbbs.com/52548ed3a84a258a0e0bb1e229ed867f\" tg-width=\"702\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p><p>高盛:拜登上台后,其刺激法案规模约为7500亿美元</p><p>而在地球的另一端,量化宽松的始作俑者,安倍三支箭的发源国日本,已经将货币宽松用到了极致,甚至日本的央妈已经不甘于只在货币市场和债券市场,而是直接跑到了资本市场,各种买买买,直到把债券买成了负利率,把自己买成了近一百家上市公司的大股东,直到在自己的国家出现了人类历史上第一个非主权的数字货币:</p><p><b>比特币。</b></p><p><img src=\"https://static.tigerbbs.com/df1c9f73a01a5d61d62572068bf45807\" tg-width=\"650\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>各国央行的神操作让人想起了魏玛共和国和中华民国时期漫天飞舞一文不值的纸钞。只是,这一次美元的“一文不值”是在资产市场上,尤其是在比特币市场上。几年前,一美元还能买到0.01个比特币,而<b>现在一美元只能买到:</b></p><p><b>0.00002个币(50000美元一个)。</b></p><p>过去十年,他们肆无忌惮大放水的原因,主要是一个:</p><p><b>消失的通胀。</b></p><p><b>过去的菲利普斯曲线突然神奇的失效了,货币大放水最忌惮的事情没有了</b>。没有通胀,社会大众的基本生活就没啥问题,基本生活没问题,就不会形成政治压力。只有资产泡沫,问题不大,而且还会为中产,他们的共同基金养老金401k计划带来账面增值,何乐而不为?</p><p><b>消失的通胀+飙升的泡沫,似乎一切都是帕累托改进——没有人的利益受到损失</b>。至于财富的两极分化,那只是长期的慢性病,导致问题还在很远的未来。而现在最重要的是,与泡沫共舞。可以说:<b>只要通胀的风不来,泡沫的盛宴就不会结束</b>。</p><p>如今,通胀以及通胀预期,已经成为不可阻挡的趋势,正颠覆次贷危机以来的货币政策和资产定价的逻辑。只要通胀的念头一起,而且蔓延成一致性预期,那么线性的货币政策就要失去效果,尤其是央行运用了十年的神器——量化宽松。</p><p>通胀十年后重现的原因有很多,我也写过不少文章。要问为何通胀魅影重现,首先要问通胀过去为何消失。主要原因是,<b>全球化分工降低了成本,尤其是中国低成本劳动力和过剩产能形成的“通缩输出”对冲了物价;人口老龄化;贫富分化;生产率提高;需求不足等等</b>。</p><p>然而现在情况发生了巨大的变化,最主要的因素有两个:<b>一是</b>疫情导致生产恢复慢,供给不足,但在货币大放水的刺激下,需求恢复快,这样就形成产出缺口下的大通胀(这个观点我在一年前就提到);<b>二是</b>,大放水的货币在将股市、比特币等泡沫买足后,如今开始进军大宗市场。钢荒、铜荒、铁荒,甚至是大葱荒,万物暴涨的时代,恍惚回到了十年前蒜你狠豆你玩的时代。一句话:</p><p><b>金融资本炒起的泡沫终于蔓延到了老百姓的日常生活。</b></p><p>以前央行行长们认为,没有钱解决不了的问题,现在他们却惊讶的发现,钱竟然买不来远端利率下行,而且是越买越高。此时他们才意识到自己已经陷入了一个从来没遇到过的荒诞境地:</p><p>越放水,长端的利率越高。</p><p><img src=\"https://static.tigerbbs.com/f5e3030f3714c93e26eca98b56163c72\" tg-width=\"1080\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>这是因为放水引发的通胀焦虑,已经远远超过了宽松效应。放水,虽然也刺激了国债需求,但通胀预期更大;不放水,不仅国债买盘萎缩,股市泡沫还会刺破。</p><p>这意味着,<b>货币宽松的敏感度已经发生了质变——由大放水的量变带来的质变</b>。放水带来的通胀预期效应已经超过了需求刺激效应,也就是放水越多,由于通胀预期这个“心魔”引发的焦虑,投资者不仅不买长端国债,还会抛售国债,进一步引发长期国债利率攀升。而攀升的利率又进一步提高了通胀预期。这是一个恶性循环的正反馈过程。</p><p>这也宣告了一个时代的终结。</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>大放水恶果来了:美债利率飙升,泡沫时代走到尽头</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大放水恶果来了:美债利率飙升,泡沫时代走到尽头\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045745028\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/900531cb320fb16e8058121dc9c59053);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">西泽研究院 </p>\n<p class=\"h-time\">2021-02-26 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者:赵建</p><p>现在鲍威尔和耶伦可能都一头雾水,为什么放了这么多水,长期国债却仍然大跌,申购倍数创十年新低,越来越多的机构抛售美债——难道有钱还买不到远端国债利率的下行?</p><p><img src=\"https://static.tigerbbs.com/a92cc2cfa7b415348aec36f424f24fae\" tg-width=\"1080\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p><p>还真买不到。这一次,钱终于不是万能的了,货币大放水真的无法解决问题了,因为:</p><p><b>沉睡了十年的一头猛虎终于醒了——通胀。</b></p><p><img src=\"https://static.tigerbbs.com/56b1d0bc87e44cb4768d0c3d3f590c36\" tg-width=\"1077\" tg-height=\"774\" referrerpolicy=\"no-referrer\"></p><p>次贷危机后,美联储搞出来个量化宽松QE,这其实不是个新鲜玩意儿,理论上是“货币主义+后凯恩斯主义”的合成,实践上则是直接突破央行多少年坚持的底线,像交易员一样在市场上买买买。而且买的都是有毒资产,私人机构抛售的垃圾。央行却愿意花钱买这些垃圾和毒品,最主要的原因是:</p><p><b>钱不是他们自己的。</b></p><p>其实次贷危机的时候,量化宽松的政策国会一开始并不同意——在美国这样的自由民主国家,一直宣称政府罪恶市场完美的国家,怎么可能这么随意用纳税人的钱买这些垃圾而且是有毒的资产呢?这么随意动用国家货币金融力量,社会主义国家都不敢这么做,灯塔国怎么可能这样呢。让央行到市场上做交易,这是严重的扰乱市场秩序的行为。</p><p>但是,时任财政部长、原高盛CEO、华尔街的精英代言保尔森,和时任美联储主席的伯南克有办法,这个办法就是等着拿一个大型金融机构来为这场行动“祭旗”。而此时,雷曼兄弟终于顶不住了,这么大的一家金融机构,竟然破产了。于是保尔森与伯南克在迟疑的国会议员面前说了一句石破惊天的话:</p><p><b>美联储再不出手,美利坚合众国就万劫不复了.......</b></p><p>这句话让所有在场的国会议员鸦雀无声,谁也不敢为了纳税人这点钱而承担这么大的责任,曾经差点让美利坚合众国崩溃的危机又不是没发生过,1929年持续了近7年的美国大萧条是每个美国人,甚至是所有西方发达经济国家的历史噩梦。</p><p><img src=\"https://static.tigerbbs.com/c2025cbb7fb176ae020a150ae5acb9c2\" tg-width=\"800\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p>而此时,在雷曼兄弟破产,整个华尔街愁云惨淡的场景下,谁敢说这一次的危机程度不会是大萧条量级的?每个国会议员心里都清楚,我何必为了这么一个“央行独立性或不浪费纳税人钱”的名义,去冒这么大的风险呢?万一因为我不同意而美国真的酿成百年大灾难呢?最重要的一点是:</p><p><b>救市的钱也不是我们自己的</b>。</p><p>于是,潘多拉魔盒打开了,世界正式进入了货币大洪水时间,MMT时间,央行买买买的时间。美国QE1,放了1.75万亿美元,然后QE2大约6000亿,QE3大约1.5万亿,这一系列量化宽松下来,美联储资产负债表超过4万亿美元,是次贷危机前的5倍。但去年一次QE4,就发放了近四万亿美元。而且,拜登政府上台后,为配合财政刺激方案,一个新的3万亿美元的货币水包即将释放到社会。这一次,美联储又突破了一条底线,上一个底线是进入金融市场做交易买买买,这一次是:</p><p>直接给个人或家庭发钱。</p><p><img src=\"https://static.tigerbbs.com/52548ed3a84a258a0e0bb1e229ed867f\" tg-width=\"702\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p><p>高盛:拜登上台后,其刺激法案规模约为7500亿美元</p><p>而在地球的另一端,量化宽松的始作俑者,安倍三支箭的发源国日本,已经将货币宽松用到了极致,甚至日本的央妈已经不甘于只在货币市场和债券市场,而是直接跑到了资本市场,各种买买买,直到把债券买成了负利率,把自己买成了近一百家上市公司的大股东,直到在自己的国家出现了人类历史上第一个非主权的数字货币:</p><p><b>比特币。</b></p><p><img src=\"https://static.tigerbbs.com/df1c9f73a01a5d61d62572068bf45807\" tg-width=\"650\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>各国央行的神操作让人想起了魏玛共和国和中华民国时期漫天飞舞一文不值的纸钞。只是,这一次美元的“一文不值”是在资产市场上,尤其是在比特币市场上。几年前,一美元还能买到0.01个比特币,而<b>现在一美元只能买到:</b></p><p><b>0.00002个币(50000美元一个)。</b></p><p>过去十年,他们肆无忌惮大放水的原因,主要是一个:</p><p><b>消失的通胀。</b></p><p><b>过去的菲利普斯曲线突然神奇的失效了,货币大放水最忌惮的事情没有了</b>。没有通胀,社会大众的基本生活就没啥问题,基本生活没问题,就不会形成政治压力。只有资产泡沫,问题不大,而且还会为中产,他们的共同基金养老金401k计划带来账面增值,何乐而不为?</p><p><b>消失的通胀+飙升的泡沫,似乎一切都是帕累托改进——没有人的利益受到损失</b>。至于财富的两极分化,那只是长期的慢性病,导致问题还在很远的未来。而现在最重要的是,与泡沫共舞。可以说:<b>只要通胀的风不来,泡沫的盛宴就不会结束</b>。</p><p>如今,通胀以及通胀预期,已经成为不可阻挡的趋势,正颠覆次贷危机以来的货币政策和资产定价的逻辑。只要通胀的念头一起,而且蔓延成一致性预期,那么线性的货币政策就要失去效果,尤其是央行运用了十年的神器——量化宽松。</p><p>通胀十年后重现的原因有很多,我也写过不少文章。要问为何通胀魅影重现,首先要问通胀过去为何消失。主要原因是,<b>全球化分工降低了成本,尤其是中国低成本劳动力和过剩产能形成的“通缩输出”对冲了物价;人口老龄化;贫富分化;生产率提高;需求不足等等</b>。</p><p>然而现在情况发生了巨大的变化,最主要的因素有两个:<b>一是</b>疫情导致生产恢复慢,供给不足,但在货币大放水的刺激下,需求恢复快,这样就形成产出缺口下的大通胀(这个观点我在一年前就提到);<b>二是</b>,大放水的货币在将股市、比特币等泡沫买足后,如今开始进军大宗市场。钢荒、铜荒、铁荒,甚至是大葱荒,万物暴涨的时代,恍惚回到了十年前蒜你狠豆你玩的时代。一句话:</p><p><b>金融资本炒起的泡沫终于蔓延到了老百姓的日常生活。</b></p><p>以前央行行长们认为,没有钱解决不了的问题,现在他们却惊讶的发现,钱竟然买不来远端利率下行,而且是越买越高。此时他们才意识到自己已经陷入了一个从来没遇到过的荒诞境地:</p><p>越放水,长端的利率越高。</p><p><img src=\"https://static.tigerbbs.com/f5e3030f3714c93e26eca98b56163c72\" tg-width=\"1080\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>这是因为放水引发的通胀焦虑,已经远远超过了宽松效应。放水,虽然也刺激了国债需求,但通胀预期更大;不放水,不仅国债买盘萎缩,股市泡沫还会刺破。</p><p>这意味着,<b>货币宽松的敏感度已经发生了质变——由大放水的量变带来的质变</b>。放水带来的通胀预期效应已经超过了需求刺激效应,也就是放水越多,由于通胀预期这个“心魔”引发的焦虑,投资者不仅不买长端国债,还会抛售国债,进一步引发长期国债利率攀升。而攀升的利率又进一步提高了通胀预期。这是一个恶性循环的正反馈过程。</p><p>这也宣告了一个时代的终结。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af35a03eae6b724d7df3631d458826b6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140861561","content_text":"作者:赵建现在鲍威尔和耶伦可能都一头雾水,为什么放了这么多水,长期国债却仍然大跌,申购倍数创十年新低,越来越多的机构抛售美债——难道有钱还买不到远端国债利率的下行?还真买不到。这一次,钱终于不是万能的了,货币大放水真的无法解决问题了,因为:沉睡了十年的一头猛虎终于醒了——通胀。次贷危机后,美联储搞出来个量化宽松QE,这其实不是个新鲜玩意儿,理论上是“货币主义+后凯恩斯主义”的合成,实践上则是直接突破央行多少年坚持的底线,像交易员一样在市场上买买买。而且买的都是有毒资产,私人机构抛售的垃圾。央行却愿意花钱买这些垃圾和毒品,最主要的原因是:钱不是他们自己的。其实次贷危机的时候,量化宽松的政策国会一开始并不同意——在美国这样的自由民主国家,一直宣称政府罪恶市场完美的国家,怎么可能这么随意用纳税人的钱买这些垃圾而且是有毒的资产呢?这么随意动用国家货币金融力量,社会主义国家都不敢这么做,灯塔国怎么可能这样呢。让央行到市场上做交易,这是严重的扰乱市场秩序的行为。但是,时任财政部长、原高盛CEO、华尔街的精英代言保尔森,和时任美联储主席的伯南克有办法,这个办法就是等着拿一个大型金融机构来为这场行动“祭旗”。而此时,雷曼兄弟终于顶不住了,这么大的一家金融机构,竟然破产了。于是保尔森与伯南克在迟疑的国会议员面前说了一句石破惊天的话:美联储再不出手,美利坚合众国就万劫不复了.......这句话让所有在场的国会议员鸦雀无声,谁也不敢为了纳税人这点钱而承担这么大的责任,曾经差点让美利坚合众国崩溃的危机又不是没发生过,1929年持续了近7年的美国大萧条是每个美国人,甚至是所有西方发达经济国家的历史噩梦。而此时,在雷曼兄弟破产,整个华尔街愁云惨淡的场景下,谁敢说这一次的危机程度不会是大萧条量级的?每个国会议员心里都清楚,我何必为了这么一个“央行独立性或不浪费纳税人钱”的名义,去冒这么大的风险呢?万一因为我不同意而美国真的酿成百年大灾难呢?最重要的一点是:救市的钱也不是我们自己的。于是,潘多拉魔盒打开了,世界正式进入了货币大洪水时间,MMT时间,央行买买买的时间。美国QE1,放了1.75万亿美元,然后QE2大约6000亿,QE3大约1.5万亿,这一系列量化宽松下来,美联储资产负债表超过4万亿美元,是次贷危机前的5倍。但去年一次QE4,就发放了近四万亿美元。而且,拜登政府上台后,为配合财政刺激方案,一个新的3万亿美元的货币水包即将释放到社会。这一次,美联储又突破了一条底线,上一个底线是进入金融市场做交易买买买,这一次是:直接给个人或家庭发钱。高盛:拜登上台后,其刺激法案规模约为7500亿美元而在地球的另一端,量化宽松的始作俑者,安倍三支箭的发源国日本,已经将货币宽松用到了极致,甚至日本的央妈已经不甘于只在货币市场和债券市场,而是直接跑到了资本市场,各种买买买,直到把债券买成了负利率,把自己买成了近一百家上市公司的大股东,直到在自己的国家出现了人类历史上第一个非主权的数字货币:比特币。各国央行的神操作让人想起了魏玛共和国和中华民国时期漫天飞舞一文不值的纸钞。只是,这一次美元的“一文不值”是在资产市场上,尤其是在比特币市场上。几年前,一美元还能买到0.01个比特币,而现在一美元只能买到:0.00002个币(50000美元一个)。过去十年,他们肆无忌惮大放水的原因,主要是一个:消失的通胀。过去的菲利普斯曲线突然神奇的失效了,货币大放水最忌惮的事情没有了。没有通胀,社会大众的基本生活就没啥问题,基本生活没问题,就不会形成政治压力。只有资产泡沫,问题不大,而且还会为中产,他们的共同基金养老金401k计划带来账面增值,何乐而不为?消失的通胀+飙升的泡沫,似乎一切都是帕累托改进——没有人的利益受到损失。至于财富的两极分化,那只是长期的慢性病,导致问题还在很远的未来。而现在最重要的是,与泡沫共舞。可以说:只要通胀的风不来,泡沫的盛宴就不会结束。如今,通胀以及通胀预期,已经成为不可阻挡的趋势,正颠覆次贷危机以来的货币政策和资产定价的逻辑。只要通胀的念头一起,而且蔓延成一致性预期,那么线性的货币政策就要失去效果,尤其是央行运用了十年的神器——量化宽松。通胀十年后重现的原因有很多,我也写过不少文章。要问为何通胀魅影重现,首先要问通胀过去为何消失。主要原因是,全球化分工降低了成本,尤其是中国低成本劳动力和过剩产能形成的“通缩输出”对冲了物价;人口老龄化;贫富分化;生产率提高;需求不足等等。然而现在情况发生了巨大的变化,最主要的因素有两个:一是疫情导致生产恢复慢,供给不足,但在货币大放水的刺激下,需求恢复快,这样就形成产出缺口下的大通胀(这个观点我在一年前就提到);二是,大放水的货币在将股市、比特币等泡沫买足后,如今开始进军大宗市场。钢荒、铜荒、铁荒,甚至是大葱荒,万物暴涨的时代,恍惚回到了十年前蒜你狠豆你玩的时代。一句话:金融资本炒起的泡沫终于蔓延到了老百姓的日常生活。以前央行行长们认为,没有钱解决不了的问题,现在他们却惊讶的发现,钱竟然买不来远端利率下行,而且是越买越高。此时他们才意识到自己已经陷入了一个从来没遇到过的荒诞境地:越放水,长端的利率越高。这是因为放水引发的通胀焦虑,已经远远超过了宽松效应。放水,虽然也刺激了国债需求,但通胀预期更大;不放水,不仅国债买盘萎缩,股市泡沫还会刺破。这意味着,货币宽松的敏感度已经发生了质变——由大放水的量变带来的质变。放水带来的通胀预期效应已经超过了需求刺激效应,也就是放水越多,由于通胀预期这个“心魔”引发的焦虑,投资者不仅不买长端国债,还会抛售国债,进一步引发长期国债利率攀升。而攀升的利率又进一步提高了通胀预期。这是一个恶性循环的正反馈过程。这也宣告了一个时代的终结。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331045490,"gmtCreate":1609400203310,"gmtModify":1703739218848,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"晚上的行情要凉凉","listText":"晚上的行情要凉凉","text":"晚上的行情要凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331045490","repostId":"1123995924","repostType":4,"repost":{"id":"1123995924","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":1609400036,"share":"https://ttm.financial/m/news/1123995924?lang=&edition=full","pubTime":"2020-12-31 15:33","market":"us","language":"zh","title":"广汽蔚来发表致歉声明","url":"https://stock-news.laohu8.com/highlight/detail?id=1123995924","media":"老虎资讯综合","summary":"广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大","content":"<p>广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大众的关注,我们深表歉意。我们已在内部进行严密自查自纠,严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" tg-height=\"2340\"></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>广汽蔚来发表致歉声明</title>\n<style 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15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大众的关注,我们深表歉意。我们已在内部进行严密自查自纠,严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" tg-height=\"2340\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b9426a4e8cb0cd86ba9c96005a143d2","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123995924","content_text":"广汽蔚来官博发布致歉声明:广汽蔚来一直以来关注央行试行数字货币相关政策,内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下,就发布成为首家接受数字货币购买的汽车企业,由此引起社会大众的关注,我们深表歉意。我们已在内部进行严密自查自纠,严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390002349,"gmtCreate":1605659914881,"gmtModify":1703838840683,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"华为服输,且看今天小米的股价。","listText":"华为服输,且看今天小米的股价。","text":"华为服输,且看今天小米的股价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390002349","repostId":"1116470458","repostType":4,"isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978954476,"gmtCreate":1599116629395,"gmtModify":1704221565618,"author":{"id":"3460028006918889","authorId":"3460028006918889","name":"LarryChow","avatar":"https://static.tigerbbs.com/f121e42c415ad914743e942ef5521485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460028006918889","idStr":"3460028006918889"},"themes":[],"htmlText":"有钱大家赚[得意] 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09:24","market":"other","language":"zh","title":"特斯拉2022年AI日!人形机器人“擎天柱”亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=1101418965","media":"老虎资讯综合","summary":"10月1日讯,2022年特斯拉AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三","content":"<html><head></head><body><p>10月1日讯,2022年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。</p><p><img src=\"https://static.tigerbbs.com/3c9ec9cf430a2d00e41c062a1113967c\" tg-width=\"1080\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p><p>马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。</p><p><img src=\"https://static.tigerbbs.com/cda85072cdf522fea7d912d364c603c9\" tg-width=\"629\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。</p><p><img src=\"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99\" tg-width=\"940\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d51fb6c5b5d7bb1b0dbda0430c311c03\" tg-width=\"631\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0bc52a72aecab7b330f0fa91d99652ee\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉在AI日中展示了人形<a href=\"https://laohu8.com/S/300024\">机器人</a>擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。</p><p><img src=\"https://static.tigerbbs.com/de92aa2a1b264990ef0f5414bf4a63a9\" tg-width=\"991\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bef6ce92f6d72fc1b13a17decfcfc2af\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。</p><p><img src=\"https://static.tigerbbs.com/4df5e342fab9d5523339cac180a9122e\" tg-width=\"1536\" tg-height=\"916\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。</p><p>特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。</p><p><img src=\"https://static.tigerbbs.com/6d1a0abe99773ec7a69de34ce0e18b05\" tg-width=\"2048\" tg-height=\"946\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61527a6f41f93981b5b096cc9083fc79\" tg-width=\"1024\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。</p><p><img src=\"https://static.tigerbbs.com/5bec8cca8cb8ed2afe131969b83be176\" tg-width=\"633\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff5fd3ace8aa68e8e06426277d17730b\" tg-width=\"632\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。</p><p><img src=\"https://static.tigerbbs.com/d4b26b59e6cd0151c600ff196734f797\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?</p><p>特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。</p><p><img src=\"https://static.tigerbbs.com/5ac5c7c1ba0f3425a0ad0df94ffb4d77\" tg-width=\"636\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/edc70f621ef93c226f644c8ebc8ac758\" tg-width=\"631\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。</p><p><img src=\"https://static.tigerbbs.com/a56f527fd22fefeb2992b445b1a86821\" tg-width=\"631\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。</p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cd1aed4d1d8dcf5b7eea1adbc8a136f7\" tg-width=\"1024\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。</p><p><img src=\"https://static.tigerbbs.com/23e923882fbc5c6e99df03c2d8d628a4\" tg-width=\"637\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/eb18f3cc406d1eacc1c5b4ae53cc3b32\" tg-width=\"632\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。</p><p><img src=\"https://static.tigerbbs.com/e3bbf52c96b7fad22199c0059eaae5e8\" tg-width=\"1024\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。</p><p><img src=\"https://static.tigerbbs.com/d61102b016dd05d4cc3c31b93b3af5a9\" tg-width=\"634\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>下一环节开始:特斯拉开始介绍Dojo超级计算机。</p><p><img src=\"https://static.tigerbbs.com/1ec2ab81cd1ba826bc420c131550193d\" tg-width=\"633\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail fast)的思维模式帮助其迅速跨越了障碍,向前迈进。</p><p><img src=\"https://static.tigerbbs.com/53ace226d3a97dd709e59469d453f8f9\" tg-width=\"1024\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉专家解释称,Dojo能将通常需要几个月的工作减少到一个星期。</p><p><img src=\"https://static.tigerbbs.com/ca5b3d2f81fd294e2816184fce39b8d6\" tg-width=\"1024\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉计划在2023年之前制造出首个完整Dojo集群的Exapod。</p><p><img src=\"https://static.tigerbbs.com/73f23cf5bffbeb881a8dd3fd89030d04\" tg-width=\"1024\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>AI日特斯拉官方展示结束,进入问答环节</p><p>特斯拉AI日结束</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>特斯拉2022年AI日!人形机器人“擎天柱”亮相</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特斯拉2022年AI日!人形机器人“擎天柱”亮相\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\">2022-10-01 09:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月1日讯,2022年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。</p><p><img src=\"https://static.tigerbbs.com/3c9ec9cf430a2d00e41c062a1113967c\" tg-width=\"1080\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p><p>马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。</p><p><img src=\"https://static.tigerbbs.com/cda85072cdf522fea7d912d364c603c9\" tg-width=\"629\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。</p><p><img src=\"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99\" tg-width=\"940\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d51fb6c5b5d7bb1b0dbda0430c311c03\" tg-width=\"631\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0bc52a72aecab7b330f0fa91d99652ee\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉在AI日中展示了人形<a href=\"https://laohu8.com/S/300024\">机器人</a>擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。</p><p><img src=\"https://static.tigerbbs.com/de92aa2a1b264990ef0f5414bf4a63a9\" tg-width=\"991\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bef6ce92f6d72fc1b13a17decfcfc2af\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。</p><p><img src=\"https://static.tigerbbs.com/4df5e342fab9d5523339cac180a9122e\" tg-width=\"1536\" tg-height=\"916\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。</p><p>特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。</p><p><img src=\"https://static.tigerbbs.com/6d1a0abe99773ec7a69de34ce0e18b05\" tg-width=\"2048\" tg-height=\"946\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61527a6f41f93981b5b096cc9083fc79\" tg-width=\"1024\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。</p><p><img src=\"https://static.tigerbbs.com/5bec8cca8cb8ed2afe131969b83be176\" tg-width=\"633\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff5fd3ace8aa68e8e06426277d17730b\" tg-width=\"632\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。</p><p><img src=\"https://static.tigerbbs.com/d4b26b59e6cd0151c600ff196734f797\" tg-width=\"631\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?</p><p>特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。</p><p><img src=\"https://static.tigerbbs.com/5ac5c7c1ba0f3425a0ad0df94ffb4d77\" tg-width=\"636\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/edc70f621ef93c226f644c8ebc8ac758\" tg-width=\"631\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。</p><p><img src=\"https://static.tigerbbs.com/a56f527fd22fefeb2992b445b1a86821\" tg-width=\"631\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。</p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cd1aed4d1d8dcf5b7eea1adbc8a136f7\" tg-width=\"1024\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。</p><p><img src=\"https://static.tigerbbs.com/306251f7aba5b5f34673dbd24955eab7\" tg-width=\"629\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。</p><p><img src=\"https://static.tigerbbs.com/23e923882fbc5c6e99df03c2d8d628a4\" tg-width=\"637\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/eb18f3cc406d1eacc1c5b4ae53cc3b32\" tg-width=\"632\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。</p><p><img src=\"https://static.tigerbbs.com/e3bbf52c96b7fad22199c0059eaae5e8\" tg-width=\"1024\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。</p><p><img src=\"https://static.tigerbbs.com/d61102b016dd05d4cc3c31b93b3af5a9\" tg-width=\"634\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>下一环节开始:特斯拉开始介绍Dojo超级计算机。</p><p><img src=\"https://static.tigerbbs.com/1ec2ab81cd1ba826bc420c131550193d\" tg-width=\"633\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail fast)的思维模式帮助其迅速跨越了障碍,向前迈进。</p><p><img src=\"https://static.tigerbbs.com/53ace226d3a97dd709e59469d453f8f9\" tg-width=\"1024\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉专家解释称,Dojo能将通常需要几个月的工作减少到一个星期。</p><p><img src=\"https://static.tigerbbs.com/ca5b3d2f81fd294e2816184fce39b8d6\" tg-width=\"1024\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉计划在2023年之前制造出首个完整Dojo集群的Exapod。</p><p><img src=\"https://static.tigerbbs.com/73f23cf5bffbeb881a8dd3fd89030d04\" tg-width=\"1024\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>AI日特斯拉官方展示结束,进入问答环节</p><p>特斯拉AI日结束</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00647393712ccd410b1b8a16ddd62b99","relate_stocks":{"300024":"机器人","BK4534":"瑞士信贷持仓","BK0196":"行业龙头","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4528":"SaaS概念","AI":"C3.ai, Inc.","PATH":"UiPath","BK4505":"高瓴资本持仓","BK0073":"3D打印","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK0028":"国家队","BK0005":"高端装备制造","BK4551":"寇图资本持仓","BK0130":"工业4.0","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4023":"应用软件","BK0089":"人工智能"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101418965","content_text":"10月1日讯,2022年特斯拉AI日于加州时间下午6点15分(北京时间9:15)准时开始。据披露的特斯拉AI Day邀请函消息,擎天柱Optimus、超级计算机Dojo和完全自动驾驶技术是本次大会的三大看点。马斯克率先登场,2022年特斯拉AI日正式开始,马斯克表示将有许多干货和大家分享,人形机器人“擎天柱”已经做好,还有FSD和Dojo,一会会一一向大家展示。在特斯拉2022年AI日活动中,人形机器人擎天柱Optimus原型机正式亮相。特斯拉在AI日中展示了人形机器人擎天柱Optimus,在活动现场Optimus行走并向人群挥手。另外,特斯拉展示了Optimus搬运箱子、为植物浇水、在汽车工厂中移动金属棒的视频。特斯拉CEO埃隆·马斯克在介绍时表示,“我们用设计汽车时使用的同样的原则来设计机器人,那就是为生产制造而进行设计,所以我们有可能以低成本,高可靠性的大批量生产机器人。这是非常重要的。”马斯克称,擎天柱是一个功能非常强大的机器人,其产量非常高,未来可达数百万台。预计其价格将比汽车低得多,可能不到2万美元。特斯拉展示人形机器人擎天柱Optimus研发过程的不同版本。特斯拉工程师:正在努力降低Optimus机器人的功耗和零件数量。特斯拉团队基于人体生物学进行机器人Optimus肢体关节设计。该公司在制作人形机器人的整体设计时,一直在仔细研究人体的结构。特斯拉介绍机器人Optimus的手部设计,目标是和人手一样灵活。特斯拉介绍机器人Optimus运动控制规划器。机器人如何在行动中不倒?如何与人的行为更为接近?特斯拉在Optimus的身上也使用了其汽车中的一些技术,如电池组、冷却系统等。该公司还将其用于汽车的那些技术用于模拟擎天柱的运动和对外部碰撞的反应。特斯拉介绍FSD Beta进展。特斯拉FSD Beta目前有16万名客户,而2021年只有2000名客户。特斯拉预计将在AI日之后发布v.10.69.2.3,尽管具体发布日期还没有宣布。特斯拉介绍了其FSD测试的进展,以及客户数据在优化软件方面所发挥的作用。特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。特斯拉解释了其应用在自动驾驶汽车上的神经网络模型Occupancy Networks及其在3D映射和提供汽车鸟瞰图方面所起的作用。特斯拉也在努力优化其视频模型训练。特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉在短短几分钟内就能生成如下仿真的场景。特斯拉介绍FSD自动标注机制和仿真模拟的进展。特斯拉开发了一种新的自动标注机制,以帮助进行3D标注。FSD专家解释了在某些条件下,当摄像机显示不清晰的图片时,软件如何使用其他片段来填充图片。特斯拉通过网络数据集、仿真模拟、自动标注等能更为准确地预测转角的汽车运行情况。下一环节开始:特斯拉开始介绍Dojo超级计算机。Dojo由一个完全定制的架构构建,实现目标的关键一步是在2021年AI日期间公布的训练图块。特斯拉一直试图弄清楚如何使其Dojo设计具有可伸缩性,并在此过程中遇到了挑战。然而,该公司“快速失败机制”(fail 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