爱飞飞的个人主页 - 老虎社区

爱飞飞

爱飞飞

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2024-03-28

跌15%

2024-03-21

如意算盘

@好文:先降价又涨价，特斯拉打得什么算盘？

2024-03-21

特斯拉不是做不了，而是限制了

为什么华为和小米造车成功，苹果却不行？

2024-03-06

$特斯拉(TSLA)$ 拉了

2024-03-04

推个屁呀。2月过年

特斯拉盘前跌近2%，2月在中国销售国产车辆环比跌15.5%

2021-11-20

抖音到处删评论

抱歉，原内容已删除

2021-11-04

$恒大汽车(00708)$退市吧

2021-11-02

$恒大汽车(00708)$买了就亏6个点，真爱呀！

2021-10-26

$Twitter(TWTR)$我堵他跑不掉苹果的隐私政策。

2021-09-07

$特斯拉(TSLA)$消防灭火之光，

2021-08-31

$阿里巴巴(BABA)$竟然删帖子！[傲娇]

2021-08-13

$纵横股份(688070)$如果大疆从事相同业务，毛都要被扒光！

2021-07-02

$特斯拉(TSLA)$这就有点不厚道了，明明考了99分，缺被奖励了一坨屎！

2021-05-06

今晚大涨！[邪恶] [邪恶] [邪恶] [邪恶] [邪恶] [邪恶]

2021-03-04

$特斯拉(TSLA)$sn10.yes

2021-02-14

牛逼了！

特斯拉中国：针对中国市场设计，售价约16万元

2021-01-25

$特斯拉(TSLA)$今晚sn9

2021-01-07

世界首富，[喷血]

2020-08-28

韭菜韭菜

抱歉，原内容已删除

2020-05-31

huawei

抱歉，原内容已删除

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Y涨价5000元据特斯拉中国内部消息，特斯拉即将在4月1日官方涨价，Model Y车型售价调高5000元人民币。同时，现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。此前，特斯拉已经上调了Model Y在欧美的售价，此次中国地区售价的变化或是同步上调。上周五，特斯拉宣布，4月1日起将美国销售的所有版本Model Y汽车的价格提高1000美元。上周六，特斯拉表示，3月22日起将其Model Y在欧洲多个国家的价格提高约2000欧元（2177 美元）或等值当地货币。受上述消息影响，特斯拉股价周一大涨6%，创6个月以来最大涨幅。回顾来看，在车企价格战背景下，特斯拉的Model Y今年在国内已经多次推出优惠措施：1月12日，特斯拉中国宣布，对Model3/Y后轮驱动版及长续航版售价进行调整，下调幅度6500至15500元不等。调整后，Model3起售价为24.59万元，ModelY起售价25.89万元。2月1日，特斯拉微博宣布，3月底前下订Model3/Y/S/X任意车型并交付，年费率可低至2.5%起，下单ModelY指定版本现车立享8000元现金减免。3月1日，特斯拉官宣三重优惠，购买Model3后轮驱动版和ModelY后轮驱动版现车，均可享受限时现车保险补贴8000元，同时还享有指定车漆优惠和金融低息优惠。big海外上，此前2月，特斯拉曾暂时降低了部分Model Y汽车在美国的价格。由此可见，特斯拉这一波是先降价现在又涨价。价格战暂缓？至于此次涨价的原因，特斯拉并未提及。有业内人士猜测，特斯拉今年在欧美和中国市场表现不够理想，涨价是为了“逼单”。今年开年，在比亚迪的带领下，国内的车企纷纷降价以获得争抢市场份额。如今，特斯拉","listText":"国产车还在进行轰轰烈烈的价格战，特斯拉却逆势涨价了，引发广泛讨论。Model Y涨价5000元据特斯拉中国内部消息，特斯拉即将在4月1日官方涨价，Model Y车型售价调高5000元人民币。同时，现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。此前，特斯拉已经上调了Model Y在欧美的售价，此次中国地区售价的变化或是同步上调。上周五，特斯拉宣布，4月1日起将美国销售的所有版本Model Y汽车的价格提高1000美元。上周六，特斯拉表示，3月22日起将其Model Y在欧洲多个国家的价格提高约2000欧元（2177 美元）或等值当地货币。受上述消息影响，特斯拉股价周一大涨6%，创6个月以来最大涨幅。回顾来看，在车企价格战背景下，特斯拉的Model Y今年在国内已经多次推出优惠措施：1月12日，特斯拉中国宣布，对Model3/Y后轮驱动版及长续航版售价进行调整，下调幅度6500至15500元不等。调整后，Model3起售价为24.59万元，ModelY起售价25.89万元。2月1日，特斯拉微博宣布，3月底前下订Model3/Y/S/X任意车型并交付，年费率可低至2.5%起，下单ModelY指定版本现车立享8000元现金减免。3月1日，特斯拉官宣三重优惠，购买Model3后轮驱动版和ModelY后轮驱动版现车，均可享受限时现车保险补贴8000元，同时还享有指定车漆优惠和金融低息优惠。big海外上，此前2月，特斯拉曾暂时降低了部分Model Y汽车在美国的价格。由此可见，特斯拉这一波是先降价现在又涨价。价格战暂缓？至于此次涨价的原因，特斯拉并未提及。有业内人士猜测，特斯拉今年在欧美和中国市场表现不够理想，涨价是为了“逼单”。今年开年，在比亚迪的带领下，国内的车企纷纷降价以获得争抢市场份额。如今，特斯拉","text":"国产车还在进行轰轰烈烈的价格战，特斯拉却逆势涨价了，引发广泛讨论。Model Y涨价5000元据特斯拉中国内部消息，特斯拉即将在4月1日官方涨价，Model Y车型售价调高5000元人民币。同时，现行的8000元官方现车保险补贴政策、最高10000元的车漆减免政策也将在3月31日到期。本次调价实际涨价幅度最高达2.3万元。此前，特斯拉已经上调了Model Y在欧美的售价，此次中国地区售价的变化或是同步上调。上周五，特斯拉宣布，4月1日起将美国销售的所有版本Model Y汽车的价格提高1000美元。上周六，特斯拉表示，3月22日起将其Model Y在欧洲多个国家的价格提高约2000欧元（2177 美元）或等值当地货币。受上述消息影响，特斯拉股价周一大涨6%，创6个月以来最大涨幅。回顾来看，在车企价格战背景下，特斯拉的Model Y今年在国内已经多次推出优惠措施：1月12日，特斯拉中国宣布，对Model3/Y后轮驱动版及长续航版售价进行调整，下调幅度6500至15500元不等。调整后，Model3起售价为24.59万元，ModelY起售价25.89万元。2月1日，特斯拉微博宣布，3月底前下订Model3/Y/S/X任意车型并交付，年费率可低至2.5%起，下单ModelY指定版本现车立享8000元现金减免。3月1日，特斯拉官宣三重优惠，购买Model3后轮驱动版和ModelY后轮驱动版现车，均可享受限时现车保险补贴8000元，同时还享有指定车漆优惠和金融低息优惠。big海外上，此前2月，特斯拉曾暂时降低了部分Model Y汽车在美国的价格。由此可见，特斯拉这一波是先降价现在又涨价。价格战暂缓？至于此次涨价的原因，特斯拉并未提及。有业内人士猜测，特斯拉今年在欧美和中国市场表现不够理想，涨价是为了“逼单”。今年开年，在比亚迪的带领下，国内的车企纷纷降价以获得争抢市场份额。如今，特斯拉","images":[{"img":"https://static.tigerbbs.com/d612fba15ea5579d35c761dc7e40f41b","width":"1200","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286715736317968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286662984728872,"gmtCreate":1710989728969,"gmtModify":1710989730850,"author":{"id":"3492768730540148","authorId":"3492768730540148","name":"爱飞飞","avatar":"https://static.tigerbbs.com/750ad6e9ab4fc084d60dde9a22fb40b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492768730540148","authorIdStr":"3492768730540148"},"themes":[],"htmlText":"特斯拉不是做不了，而是限制了","listText":"特斯拉不是做不了，而是限制了","text":"特斯拉不是做不了，而是限制了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286662984728872","repostId":"1141294841","repostType":2,"repost":{"id":"1141294841","kind":"news","pubTimestamp":1710988977,"share":"https://www.laohu8.com/m/news/1141294841?lang=&edition=full","pubTime":"2024-03-21 10:42","market":"us","language":"zh","title":"为什么华为和小米造车成功，苹果却不行？","url":"https://stock-news.laohu8.com/highlight/detail?id=1141294841","media":"CNMO","summary":"一辆苹果汽车对苹果一点好处都没有","content":"<html><head></head><body><p>作者：许桦婷</p><p>特斯拉已经证明了传统汽车制造商的错误。它的成功告诉每个人，硅谷（特斯拉总部）可以比底特律（美国以汽车为主的工业城市）和其他国家更胜一筹，即使没有长期的汽车制造专业知识，也能制造出炙手可热的产品。如果特斯拉这样相对年轻的后起之秀都能做到，那么苹果这样的科技巨头肯定也能让所有人刮目相看。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f0065efa98448a7ddfcd662a43766a2\" alt=\"为什么华为和小米造车成功 苹果却不行？外媒剖析\" title=\"为什么华为和小米造车成功 苹果却不行？外媒剖析\" tg-width=\"600\" tg-height=\"338\"/><span>为什么华为和小米造车成功 苹果却不行？外媒剖析</span></p><p style=\"text-align: left;\">然而，在经历了据说每年数十亿美元的投入、无数的汽车人才被挖走、多个阶段未面世的原型产品以及长达十年的无休止猜测之后，苹果的汽车项目于今年二月悄然夭折。</p><p style=\"text-align: left;\"><strong>苹果归零 华为、小米成功走出第一步</strong></p><p style=\"text-align: left;\">据报道，今年的电动汽车市场将更加艰难，苹果公司转向生成式人工智能（AI），这表明对于一家科技公司来说，电动汽车是在浪费时间。也许苹果公司的退出是正确的决定。毕竟，花费了数十亿美元，十年后却一无所获。因此，至少可以说这是一个对财务负责的决定。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88b7e36deba589f766da0652116fffdd\" alt=\"苹果取消造车\" title=\"苹果取消造车\" tg-width=\"600\" tg-height=\"470\"/><span>苹果取消造车</span></p><p style=\"text-align: left;\">然而，和苹果形成鲜明对比，在中国，苹果公司的两个直接竞争对手——智能手机巨头华为和小米，都成功地推出了汽车。华为合作下的AITO品牌凭借功能齐全、价格合理的电动车和混合动力车一举跃居中国新能源汽车销量榜首。</p><p style=\"text-align: left;\">小米SU7采用了与小米手机相同的HyperOS系统，理论上可实现家庭、汽车和手机之间的无缝连接——这是西方和其他亚洲汽车制造商今天只能想想的东西。</p><p style=\"text-align: left;\">这两个品牌有什么是苹果所没有的？苹果失败了，华为和小米是如何成功的？多位专家认为，答案很复杂。</p><p style=\"text-align: left;\"><strong>一辆苹果汽车对苹果一点好处都没有</strong></p><p style=\"text-align: left;\">随着媒体和分析师对苹果的汽车项目进行分析，有一个事实变得很清楚：做汽车很难。其难度之大，以至于制造本身可能就是苹果汽车计划的最大障碍。</p><p style=\"text-align: left;\">当前的汽车都是在供应商和第三方零部件的帮助下制造的。即使是在垂直整合方面领先的特斯拉，也仍然使用了一些来自外部公司的零部件。特斯拉花了十多年时间才达到目前的垂直整合水平。</p><p style=\"text-align: left;\">但苹果公司的一般产品线要封闭得多。这家科技公司是全球垂直整合程度最高的公司之一。要在这种模式下快速创造出一款汽车并实现盈利，是一个非常非常高的要求。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/395e42fb230d242745b0b378d9e5ceaa\" alt=\"苹果汽车渲染图\" title=\"苹果汽车渲染图\" tg-width=\"600\" tg-height=\"337\"/><span>苹果汽车渲染图</span></p><p>根据Guidehouse Insights移动事业部首席分析师萨姆·阿布塞伊德（Sam Abuelsamid）的说法，苹果的梦想不会与他们实际上从汽车中得到的结果相符。</p><p style=\"text-align: left;\">“我认为苹果公司可能会说，你知道，如果我们只是制造一辆传统汽车，我们可能永远无法以较高的利润率卖出足够多的汽车，”Abuelsamid说。“你要面对创造供应链、制造、零售、支持、客户支持和车辆服务的所有麻烦。”</p><p style=\"text-align: left;\">由于管理费用和劳动力成本极高、周期性购买趋势和竞争激烈，汽车行业通常是利润率相当低的行业。最后这一点，占据美国智能手机业务约60%市场份额的苹果公司并不习惯。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73071d117a6852f847ec8628e3649d15\" alt=\"小米SU7\" title=\"小米SU7\" tg-width=\"600\" tg-height=\"337\"/><span>小米SU7</span></p><p style=\"text-align: left;\">Abuelsamid称：“如果你把苹果公司看作一个企业，那么他们所做的一切都是利润率很高的产品。”“他们销售硬件的利润率一般在35%到40%之间。任何低利润率的产品，他们都不屑一顾，因为他们已经从高利润率产品中获得了足够多的客户和收入。”</p><p style=\"text-align: left;\">特斯拉是业内盈利能力最强的公司之一，其车型系列的毛利率约为18%。苹果公司要想超越这些数字，要么需要创造一种新的商业模式，要么需要整合革命性的技术。</p><p style=\"text-align: left;\">这可能就是苹果公司最初的“泰坦计划”强调自动驾驶技术的原因。Abuelsamid说，自动驾驶技术可以让苹果更多地将其作为一种服务而非产品来销售，从而创造出这家科技巨头所钟爱的收入来源。</p><p style=\"text-align: left;\">“我猜想，（苹果）希望做的是拥有一辆自动驾驶电动汽车，然后以订购的方式提供服务。”Abuelsamid说，“因为它可以自动驾驶，而且在可预见的未来，很有可能覆盖范围有限，在它可以运行的地方，（苹果）可以在他们认为有足够多的富裕消费者，愿意为移动服务支付溢价的市场提供这种服务”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44f70c582fbd284f01c8fe168cdf6327\" alt=\"小米SU7\" title=\"小米SU7\" tg-width=\"600\" tg-height=\"337\"/><span>小米SU7</span></p><p>这与埃隆·马斯克（Elon Musk）对特斯拉未来做出的重大承诺并无二致。但同样，自动驾驶技术在苹果公司也没有成功。尽管苹果在这个问题上投入了数十亿美元，并挖走了业内一些最优秀的人才，但至少对苹果来说，它从未成为一个可行的产品。</p><p style=\"text-align: left;\">中国汽车市场分析师雷星（Lei Xing，音译）赞同Abuelsamid的批评。他通过电子邮件说：“苹果公司推出的任何设备，无论是iPhone、iPod、Vision Pro还是iPad，其目的都是试图颠覆目前市场上的现有产品或商业模式。”</p><p style=\"text-align: left;\"><strong>苹果汽车不会做出新东西</strong></p><p style=\"text-align: left;\">但苹果公司的汽车会带来颠覆吗？它的创新方式会是传统和初创电动汽车制造商或自动驾驶公司之前所做的吗？</p><p style=\"text-align: left;\">可能不会，这是雷星和他的同事、Sino Auto Insights的分析师杜乐（Tu Le，音译）的共识。</p><p style=\"text-align: left;\">“他们可能只会带来中国电动汽车公司已经在中国做的一些东西。”杜乐表示，在中国，很多电动汽车都是互联和半自动的，而苹果的汽车可能只有相对较少的功能。</p><p style=\"text-align: left;\">“特斯拉也感受到了这种压力，”他补充道。“特斯拉在中国被淘汰出局，蔚来、小鹏、理想都推出了各自版本的完全自动驾驶汽车，而特斯拉仍然只提供半自动驾驶汽车。”</p><p style=\"text-align: left;\">中国电动汽车的系统与中国其他科技产业有着非常密切的联系。这些汽车的集成方式比典型的苹果CarPlay更具有包容性，可以带来更加全面的体验。例如，消费者可以在车上连接YouTube和亚马逊。其他方面，比如，蔚来的NOMI助手于2018年推出，是一个以AI为基础的有魅力的虚拟助手。不知道苹果能否在这方面超越中国的创新。</p><p style=\"text-align: left;\"><strong>没有车企愿意与苹果合作</strong></p><p style=\"text-align: left;\">Abuelsamid说：“据我所知，没有一家传统汽车制造商对与苹果公司合作特别感兴趣，因为他们不想扶持一个潜在的更强大的竞争对手。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa8d18401f77521446ccaaf1828da9d0\" alt=\"问界汽车\" title=\"问界汽车\" tg-width=\"600\" tg-height=\"337\"/><span>问界汽车</span></p><p>相比之下，华为的成功来自于它与真正成熟的汽车制造商协同合作的能力。索尼与本田的合资公司Afeela就体现了这一点。同样，华为也很有兴趣成为一家供应商，与多个中国品牌建立了合作关系。华为与赛力斯的合作可以说是最多产的，两者共同推出了AITO品牌。</p><p style=\"text-align: left;\">不过，合作并不一定是制造电动汽车的唯一方法。尽管北京汽车集团将负责组装新SU7，但小米还是选择了自己完成大部分开发工作。就规格而言，它看起来很有竞争力，自主研发的发动机看起来很强劲，它的电池到车身的技术和“超级压铸”技术似乎融合了当前汽车制造领域的所有最佳理念。不过，整体而言，SU7的规格或风格并没有传闻中的苹果全自动驾驶汽车那样令人心驰神往。</p><p style=\"text-align: left;\">但有必要这样吗？雷星认为不需要，因为小米的目标与苹果不同，而且一直不同。雷星说：“小米正试图证明自己可以制造电动汽车，并将其整合到现有的人-车-家产品生态系统中，而苹果试图开发一款颠覆性的设备，因此在战略上是不同的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/042911360e52c8204297094dc4a4c180\" alt=\"为什么华为和小米造车成功 苹果却不行？外媒剖析\" title=\"为什么华为和小米造车成功 苹果却不行？外媒剖析\" tg-width=\"600\" tg-height=\"337\"/><span>为什么华为和小米造车成功 苹果却不行？外媒剖析</span></p><p style=\"text-align: left;\">小米和华为可能会牺牲一些完美性，只为让产品率先上市。再加上消费者对华为和小米的民族自豪感，以及两个品牌都愿意接受固有的较低利润率，你就能明白为什么小米和华为的汽车项目能够启动，而苹果的项目却不能。</p><p style=\"text-align: left;\">尽管这令人印象深刻，但这两个品牌都还没有走出困境。华为的AITO品牌前景看好，最近几个月的销量相当强劲。小米汽车则将面对中国近期最激烈的电动汽车价格战。但尽管如此，小米还是让汽车上路了，远远超过了苹果所做的。</p><p style=\"text-align: left;\">小米SU7将于3月28日正式上市，苹果汽车不会。</p></body></html>","source":"lsy1667280341330","collect":0,"html":"<!DOCTYPE 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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为什么华为和小米造车成功，苹果却不行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-21 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://internet.cnmo.com/tech/770378.html><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许桦婷特斯拉已经证明了传统汽车制造商的错误。它的成功告诉每个人，硅谷（特斯拉总部）可以比底特律（美国以汽车为主的工业城市）和其他国家更胜一筹，即使没有长期的汽车制造专业知识，也能制造出炙手可热的产品。如果特斯拉这样相对年轻的后起之秀都能做到，那么苹果这样的科技巨头肯定也能让所有人刮目相看。为什么华为和小米造车成功 苹果却不行？外媒剖析然而，在经历了据说每年数十亿美元的投入、无数的汽车人才被...</p>\n\n<a href=\"https://internet.cnmo.com/tech/770378.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6edb676fcf1c5d070e4a9aae7b3218b1","relate_stocks":{"AAPL":"苹果"},"source_url":"https://internet.cnmo.com/tech/770378.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141294841","content_text":"作者：许桦婷特斯拉已经证明了传统汽车制造商的错误。它的成功告诉每个人，硅谷（特斯拉总部）可以比底特律（美国以汽车为主的工业城市）和其他国家更胜一筹，即使没有长期的汽车制造专业知识，也能制造出炙手可热的产品。如果特斯拉这样相对年轻的后起之秀都能做到，那么苹果这样的科技巨头肯定也能让所有人刮目相看。为什么华为和小米造车成功 苹果却不行？外媒剖析然而，在经历了据说每年数十亿美元的投入、无数的汽车人才被挖走、多个阶段未面世的原型产品以及长达十年的无休止猜测之后，苹果的汽车项目于今年二月悄然夭折。苹果归零 华为、小米成功走出第一步据报道，今年的电动汽车市场将更加艰难，苹果公司转向生成式人工智能（AI），这表明对于一家科技公司来说，电动汽车是在浪费时间。也许苹果公司的退出是正确的决定。毕竟，花费了数十亿美元，十年后却一无所获。因此，至少可以说这是一个对财务负责的决定。苹果取消造车然而，和苹果形成鲜明对比，在中国，苹果公司的两个直接竞争对手——智能手机巨头华为和小米，都成功地推出了汽车。华为合作下的AITO品牌凭借功能齐全、价格合理的电动车和混合动力车一举跃居中国新能源汽车销量榜首。小米SU7采用了与小米手机相同的HyperOS系统，理论上可实现家庭、汽车和手机之间的无缝连接——这是西方和其他亚洲汽车制造商今天只能想想的东西。这两个品牌有什么是苹果所没有的？苹果失败了，华为和小米是如何成功的？多位专家认为，答案很复杂。一辆苹果汽车对苹果一点好处都没有随着媒体和分析师对苹果的汽车项目进行分析，有一个事实变得很清楚：做汽车很难。其难度之大，以至于制造本身可能就是苹果汽车计划的最大障碍。当前的汽车都是在供应商和第三方零部件的帮助下制造的。即使是在垂直整合方面领先的特斯拉，也仍然使用了一些来自外部公司的零部件。特斯拉花了十多年时间才达到目前的垂直整合水平。但苹果公司的一般产品线要封闭得多。这家科技公司是全球垂直整合程度最高的公司之一。要在这种模式下快速创造出一款汽车并实现盈利，是一个非常非常高的要求。苹果汽车渲染图根据Guidehouse Insights移动事业部首席分析师萨姆·阿布塞伊德（Sam Abuelsamid）的说法，苹果的梦想不会与他们实际上从汽车中得到的结果相符。“我认为苹果公司可能会说，你知道，如果我们只是制造一辆传统汽车，我们可能永远无法以较高的利润率卖出足够多的汽车，”Abuelsamid说。“你要面对创造供应链、制造、零售、支持、客户支持和车辆服务的所有麻烦。”由于管理费用和劳动力成本极高、周期性购买趋势和竞争激烈，汽车行业通常是利润率相当低的行业。最后这一点，占据美国智能手机业务约60%市场份额的苹果公司并不习惯。小米SU7Abuelsamid称：“如果你把苹果公司看作一个企业，那么他们所做的一切都是利润率很高的产品。”“他们销售硬件的利润率一般在35%到40%之间。任何低利润率的产品，他们都不屑一顾，因为他们已经从高利润率产品中获得了足够多的客户和收入。”特斯拉是业内盈利能力最强的公司之一，其车型系列的毛利率约为18%。苹果公司要想超越这些数字，要么需要创造一种新的商业模式，要么需要整合革命性的技术。这可能就是苹果公司最初的“泰坦计划”强调自动驾驶技术的原因。Abuelsamid说，自动驾驶技术可以让苹果更多地将其作为一种服务而非产品来销售，从而创造出这家科技巨头所钟爱的收入来源。“我猜想，（苹果）希望做的是拥有一辆自动驾驶电动汽车，然后以订购的方式提供服务。”Abuelsamid说，“因为它可以自动驾驶，而且在可预见的未来，很有可能覆盖范围有限，在它可以运行的地方，（苹果）可以在他们认为有足够多的富裕消费者，愿意为移动服务支付溢价的市场提供这种服务”。小米SU7这与埃隆·马斯克（Elon Musk）对特斯拉未来做出的重大承诺并无二致。但同样，自动驾驶技术在苹果公司也没有成功。尽管苹果在这个问题上投入了数十亿美元，并挖走了业内一些最优秀的人才，但至少对苹果来说，它从未成为一个可行的产品。中国汽车市场分析师雷星（Lei Xing，音译）赞同Abuelsamid的批评。他通过电子邮件说：“苹果公司推出的任何设备，无论是iPhone、iPod、Vision Pro还是iPad，其目的都是试图颠覆目前市场上的现有产品或商业模式。”苹果汽车不会做出新东西但苹果公司的汽车会带来颠覆吗？它的创新方式会是传统和初创电动汽车制造商或自动驾驶公司之前所做的吗？可能不会，这是雷星和他的同事、Sino Auto Insights的分析师杜乐（Tu Le，音译）的共识。“他们可能只会带来中国电动汽车公司已经在中国做的一些东西。”杜乐表示，在中国，很多电动汽车都是互联和半自动的，而苹果的汽车可能只有相对较少的功能。“特斯拉也感受到了这种压力，”他补充道。“特斯拉在中国被淘汰出局，蔚来、小鹏、理想都推出了各自版本的完全自动驾驶汽车，而特斯拉仍然只提供半自动驾驶汽车。”中国电动汽车的系统与中国其他科技产业有着非常密切的联系。这些汽车的集成方式比典型的苹果CarPlay更具有包容性，可以带来更加全面的体验。例如，消费者可以在车上连接YouTube和亚马逊。其他方面，比如，蔚来的NOMI助手于2018年推出，是一个以AI为基础的有魅力的虚拟助手。不知道苹果能否在这方面超越中国的创新。没有车企愿意与苹果合作Abuelsamid说：“据我所知，没有一家传统汽车制造商对与苹果公司合作特别感兴趣，因为他们不想扶持一个潜在的更强大的竞争对手。”问界汽车相比之下，华为的成功来自于它与真正成熟的汽车制造商协同合作的能力。索尼与本田的合资公司Afeela就体现了这一点。同样，华为也很有兴趣成为一家供应商，与多个中国品牌建立了合作关系。华为与赛力斯的合作可以说是最多产的，两者共同推出了AITO品牌。不过，合作并不一定是制造电动汽车的唯一方法。尽管北京汽车集团将负责组装新SU7，但小米还是选择了自己完成大部分开发工作。就规格而言，它看起来很有竞争力，自主研发的发动机看起来很强劲，它的电池到车身的技术和“超级压铸”技术似乎融合了当前汽车制造领域的所有最佳理念。不过，整体而言，SU7的规格或风格并没有传闻中的苹果全自动驾驶汽车那样令人心驰神往。但有必要这样吗？雷星认为不需要，因为小米的目标与苹果不同，而且一直不同。雷星说：“小米正试图证明自己可以制造电动汽车，并将其整合到现有的人-车-家产品生态系统中，而苹果试图开发一款颠覆性的设备，因此在战略上是不同的。”为什么华为和小米造车成功 苹果却不行？外媒剖析小米和华为可能会牺牲一些完美性，只为让产品率先上市。再加上消费者对华为和小米的民族自豪感，以及两个品牌都愿意接受固有的较低利润率，你就能明白为什么小米和华为的汽车项目能够启动，而苹果的项目却不能。尽管这令人印象深刻，但这两个品牌都还没有走出困境。华为的AITO品牌前景看好，最近几个月的销量相当强劲。小米汽车则将面对中国近期最激烈的电动汽车价格战。但尽管如此，小米还是让汽车上路了，远远超过了苹果所做的。小米SU7将于3月28日正式上市，苹果汽车不会。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281104666951912,"gmtCreate":1709659662809,"gmtModify":1709659664237,"author":{"id":"3492768730540148","authorId":"3492768730540148","name":"爱飞飞","avatar":"https://static.tigerbbs.com/750ad6e9ab4fc084d60dde9a22fb40b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492768730540148","authorIdStr":"3492768730540148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 拉了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 拉了","text":"$特斯拉(TSLA)$ 拉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281104666951912","isVote":1,"tweetType":1,"viewCount":4870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280731752226840,"gmtCreate":1709567072339,"gmtModify":1709567148970,"author":{"id":"3492768730540148","authorId":"3492768730540148","name":"爱飞飞","avatar":"https://static.tigerbbs.com/750ad6e9ab4fc084d60dde9a22fb40b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492768730540148","authorIdStr":"3492768730540148"},"themes":[],"htmlText":"推个屁呀。2月过年","listText":"推个屁呀。2月过年","text":"推个屁呀。2月过年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280731752226840","repostId":"1118548345","repostType":2,"repost":{"id":"1118548345","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":1709544688,"share":"https://www.laohu8.com/m/news/1118548345?lang=&edition=full","pubTime":"2024-03-04 17:31","market":"us","language":"zh","title":"特斯拉盘前跌近2%，2月在中国销售国产车辆环比跌15.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118548345","media":"老虎资讯综合","summary":"乘联会：特斯拉2月在中国销售了60365辆国产车辆。","content":"<html><head></head><body><p>周一，特斯拉盘前跌近2%。据乘联会数据，特斯拉2月份销售60,365辆中国制造的汽车，比1月下降15.5%。2月份的销售额为连续第二个月环比下降，很可能主要是受到春节假期的影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21fb8df1e494dd29257046cece899591\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>乘联会：预估2月全国新能源乘用车厂商批发销量45万辆，同比下降9%，环比下降34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85f2a2a5e471e954b5e16f19506d81e0\" title=\"\" tg-width=\"1000\" tg-height=\"1387\"/></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>特斯拉盘前跌近2%，2月在中国销售国产车辆环比跌15.5%</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{ 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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特斯拉盘前跌近2%，2月在中国销售国产车辆环比跌15.5%\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\">2024-03-04 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，特斯拉盘前跌近2%。据乘联会数据，特斯拉2月份销售60,365辆中国制造的汽车，比1月下降15.5%。2月份的销售额为连续第二个月环比下降，很可能主要是受到春节假期的影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21fb8df1e494dd29257046cece899591\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>乘联会：预估2月全国新能源乘用车厂商批发销量45万辆，同比下降9%，环比下降34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85f2a2a5e471e954b5e16f19506d81e0\" title=\"\" tg-width=\"1000\" 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08:53","market":"us","language":"zh","title":"特斯拉中国：针对中国市场设计，售价约16万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122637014","media":"IT之家","summary":"2月14日消息 特斯拉中国总裁朱晓彤在接受采访时证实，该公司正在研发一款面向大众市场的更便宜的特斯拉，预计零售价为16万元人民币（2.5万美元）。这款车预计是一款掀背车，将针对中国市场进行本土化设计，","content":"<p>2月14日消息&nbsp;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国总裁朱晓彤在接受采访时证实，该公司正在研发一款面向大众市场的更便宜的特斯拉，预计零售价为16万元人民币（2.5万美元）。</p><p><img src=\"https://static.tigerbbs.com/cfab9d6c3f12117542d878646eb138c0\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>这款车预计是一款掀背车，将针对中国市场进行本土化设计，但将在全球范围内销售。</p><p>埃隆 - 马斯克早前曾表示：“这将是一件超级酷的事情 ...... 所以我们要去做 ...... 就是尝试在中国设计一款原创汽车，供全球消费。我认为这将是非常令人兴奋的。”</p><p>IT之家了解到，这款汽车将在中国设计和制造，这是特斯拉的第一次。“车辆设计、车辆工程、车辆开发和车辆测试，”朱晓彤说，都将在新工厂进行，“我们现在预计它将在今年年中投入使用，”朱晓彤指出，“它有20多个专业实验室。我们将提供非常好的条件，方便我们的研发工程师向我们的终极目标努力。这个终极目标在很多公开场合都有提及。未来，我们希望在中国设计、研发、生产出一款原创车型。在这里生产，销往全世界。这个研发中心就是目标的起点。”</p><p>报道称，新款特斯拉车型已于2020年9月获批，产品验证应在2021年3月完成，2022年首批交付。有传言称，特斯拉将在2021年11月的广州车展上展示这款车，该车有望取代Model 3。</p>","source":"ithome","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>特斯拉中国：针对中国市场设计，售价约16万元</title>\n<style 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