lebaron的个人主页 - 老虎社区

lebaron

lebaron

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0勋章

2021-10-06

这个作者很不错

抱歉，原内容已删除

2021-08-18

既是车主又是股东

抱歉，原内容已删除

2021-05-19

一撞就废

抱歉，原内容已删除

2021-03-24

台湾的分析师，当然诋毁Intel

英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工

2021-03-12

满篇的垃圾

抱歉，原内容已删除

2021-02-18

才一个月，过两个月再看看

抱歉，原内容已删除

2021-01-13

这个债，很可能发不出去

蔚来汽车公布13亿美元可转债的利息和转换价格

2021-01-12

因为中金要给蔚来发可转债，想要高价发出去当然要吹泡沫。无利不起早

抱歉，原内容已删除

2021-01-12

怪不得中金今年上调蔚来目标价，原来是为了发债@蔚来_NIO

德意志银行：上调蔚来汽车目标价至70美元（之前为50美元）

2021-01-12

怪不得今天中金上调目标价，原来是为了发债

蔚来汽车将可转换优先票据的利率定在0%至0.5%

2020-12-08

又是垃圾文章

抱歉，原内容已删除

2020-11-17

前瞻个屁，炒作而已

全球车企大乱斗：丰田炮轰特斯拉比亚迪跻身全球前五

2020-10-26

看看吧，特斯拉拥泵就是这群无知又没有一点科学素养的人，这么垃圾的文章都写得出，你还敢轻易做空特斯拉吗？

特斯拉的核心竞争力：不只是车，还有工厂

2020-07-29

$波音(BA)$财报这么差，这么个涨法，都是谁在玩？中国人吧

2020-07-01

$标普500ETF(SPY)$想问下，为什么我现在没法给老虎账户转账了呢？

2020-06-30

$苹果(AAPL)$怎么又跌了？

2020-04-03

$亚马逊(AMZN)$都失业了还利好网购？扯淡呢

2020-03-10

$标普500ETF(SPY)$今天能交易吗？

2020-02-29

$波音(BA)$赶紧涨，谢谢

2019-11-08

$特斯拉(TSLA)$美国人疯了

去老虎APP查看更多动态

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care！做代工一定要专业，英特尔有自己的产品，要如何与台积电竞争，要拼过台积电不可能。”</p><p>不过也有学者表示，英特尔此举短期内不会产生影响，长期会影响到中国台湾地区的本地生产态势。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b><strong>C114通信网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。据台媒经济日报消息，半导体资深评论家陆行之指出，英特尔宣布要跟台积电对干，继续拼先进制程工艺，消息一公布推升英特尔股价大涨6~7%；但是，陆行之认为，杰辛格搞错了方向。陆行之强调，英特尔的代工只能服务系统客户，AMD、高通、博通、英伟达怎么会找竞争者代工。他表示，英特尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"AMD":"美国超微公司","QCOM":"高通","03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2121133459","content_text":"英特尔日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。据台媒经济日报消息，半导体资深评论家陆行之指出，英特尔宣布要跟台积电对干，继续拼先进制程工艺，消息一公布推升英特尔股价大涨6~7%；但是，陆行之认为，杰辛格搞错了方向。陆行之强调，英特尔的代工只能服务系统客户，AMD、高通、博通、英伟达怎么会找竞争者代工。他表示，英特尔要不就把半导体制造分割，这样才有魄力。对于英特尔决定扩新厂抢攻晶圆代工市场的消息，力积电董事长黄崇仁表示，“I don't even care！做代工一定要专业，英特尔有自己的产品，要如何与台积电竞争，要拼过台积电不可能。”不过也有学者表示，英特尔此举短期内不会产生影响，长期会影响到中国台湾地区的本地生产态势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328704860,"gmtCreate":1615557739050,"gmtModify":1703490881608,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"满篇的垃圾","listText":"满篇的垃圾","text":"满篇的垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328704860","repostId":"1158971394","repostType":2,"isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384674450,"gmtCreate":1613652656470,"gmtModify":1613652656470,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"才一个月，过两个月再看看","listText":"才一个月，过两个月再看看","text":"才一个月，过两个月再看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384674450","repostId":"2112862091","repostType":2,"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335194031,"gmtCreate":1610545036023,"gmtModify":1703745085649,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"这个债，很可能发不出去","listText":"这个债，很可能发不出去","text":"这个债，很可能发不出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335194031","repostId":"2103436970","repostType":2,"repost":{"id":"2103436970","kind":"highlight","pubTimestamp":1610538594,"share":"https://www.laohu8.com/m/news/2103436970?lang=&edition=full","pubTime":"2021-01-13 19:49","market":"us","language":"zh","title":"蔚来汽车公布13亿美元可转债的利息和转换价格","url":"https://stock-news.laohu8.com/highlight/detail?id=2103436970","media":"新浪科技","summary":"新浪科技讯 1月13日晚间消息，据报道，蔚来汽车 今日公布了2026年到期的6.5亿美元的可转债和2027年到期的6.5亿美元的可转债的利息和转换价格。此外，蔚来汽车还授予债券的初始购买者30天的选择权，以额外购买1亿美元的2026年到期债券和1亿美元的2027年到期债券。今日，蔚来汽车公布了整合13亿美元可转债的利息和转换价格。蔚来汽车表示，此次债券发售所得将主要用于一般性企业用途。","content":"<p>1月13日晚间消息，据报道，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车今日公布了2026年到期的6.5亿美元的可转债和2027年到期的6.5亿美元的可转债的利息和转换价格。</p>\n<p>蔚来汽车周一曾宣布，将发行13亿美元的可转换债券，其中包括2026年到期的6.5亿美元可转换高级债券，及2027年到期的6.5亿美元可转换高级债券。此外，蔚来汽车还授予债券的初始购买者30天的选择权，以额外购买1亿美元的2026年到期债券和1亿美元的2027年到期债券。</p>\n<p>今日，蔚来汽车公布了整合13亿美元可转债的利息和转换价格。</p>\n<p>蔚来汽车称，发行后，这些债券将是蔚来汽车的高级无担保债券。2026年到期债券将不会计息，本金也不会增加。2027年到期债券的利率为年息0.50%，从2021年8月1日开始，每半年派息一次，即每年的2月1日和8月1日各派息一次。</p>\n<p>2026年到期债券将于2026年2月1日到期，而2027年到期债券将于2027年2月1日到期，除非在该日期前按照其条款购回、赎回或转换。在2025年8月1日之前（2026年到期债券）和2026年8月1日（2027年债券）之前，只有在满足某些条件及特定期间内，债券持有人才可以选择转换债券。在2025年8月1日之后（2026年到期债券）和2026年8月1日（2027年债券）之后，债券持有人可随时选择转换债券。</p>\n<p>2026年到期债券的初步兑换率为每1，000美元本金兑换10.7458股美国存托股（ADS），相当于初始兑换价格约为每股ADS 93.06美元，较蔚来汽车2021年1月12日每股ADS 62.04美元的收盘价溢价约50.0%。</p>\n<p>2027年到期债券的初步兑换率为每1，000美元本金兑换10.7458股美国存托股（ADS），相当于初始兑换价格约为每股ADS 93.06美元，较蔚来汽车2021年1月12日每股ADS 62.04美元的收盘价溢价约50.0%。</p>\n<p>2026年到期债券和2027年到期债券的相关兑换率，可能会因为某些特定事件的发生而作出调整。</p>\n<p>蔚来汽车预计，在满足相应条件的基础上，此次债券发售工作将于2021年1月15日左右结束。蔚来汽车表示，此次债券发售所得将主要用于一般性企业用途。</p>","source":"sina_tech","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>蔚来汽车公布13亿美元可转债的利息和转换价格</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蔚来汽车公布13亿美元可转债的利息和转换价格\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-13 19:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2021-01-13/detail-ikftpnnx6639879.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月13日晚间消息，据报道，蔚来汽车今日公布了2026年到期的6.5亿美元的可转债和2027年到期的6.5亿美元的可转债的利息和转换价格。\n蔚来汽车周一曾宣布，将发行13亿美元的可转换债券，其中包括2026年到期的6.5亿美元可转换高级债券，及2027年到期的6.5亿美元可转换高级债券。此外，蔚来汽车还授予债券的初始购买者30天的选择权，以额外购买1亿美元的2026年到期债券和1亿美元的2027年...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-01-13/detail-ikftpnnx6639879.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://tech.sina.cn/it/2021-01-13/detail-ikftpnnx6639879.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2103436970","content_text":"1月13日晚间消息，据报道，蔚来汽车今日公布了2026年到期的6.5亿美元的可转债和2027年到期的6.5亿美元的可转债的利息和转换价格。\n蔚来汽车周一曾宣布，将发行13亿美元的可转换债券，其中包括2026年到期的6.5亿美元可转换高级债券，及2027年到期的6.5亿美元可转换高级债券。此外，蔚来汽车还授予债券的初始购买者30天的选择权，以额外购买1亿美元的2026年到期债券和1亿美元的2027年到期债券。\n今日，蔚来汽车公布了整合13亿美元可转债的利息和转换价格。\n蔚来汽车称，发行后，这些债券将是蔚来汽车的高级无担保债券。2026年到期债券将不会计息，本金也不会增加。2027年到期债券的利率为年息0.50%，从2021年8月1日开始，每半年派息一次，即每年的2月1日和8月1日各派息一次。\n2026年到期债券将于2026年2月1日到期，而2027年到期债券将于2027年2月1日到期，除非在该日期前按照其条款购回、赎回或转换。在2025年8月1日之前（2026年到期债券）和2026年8月1日（2027年债券）之前，只有在满足某些条件及特定期间内，债券持有人才可以选择转换债券。在2025年8月1日之后（2026年到期债券）和2026年8月1日（2027年债券）之后，债券持有人可随时选择转换债券。\n2026年到期债券的初步兑换率为每1，000美元本金兑换10.7458股美国存托股（ADS），相当于初始兑换价格约为每股ADS 93.06美元，较蔚来汽车2021年1月12日每股ADS 62.04美元的收盘价溢价约50.0%。\n2027年到期债券的初步兑换率为每1，000美元本金兑换10.7458股美国存托股（ADS），相当于初始兑换价格约为每股ADS 93.06美元，较蔚来汽车2021年1月12日每股ADS 62.04美元的收盘价溢价约50.0%。\n2026年到期债券和2027年到期债券的相关兑换率，可能会因为某些特定事件的发生而作出调整。\n蔚来汽车预计，在满足相应条件的基础上，此次债券发售工作将于2021年1月15日左右结束。蔚来汽车表示，此次债券发售所得将主要用于一般性企业用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332274118,"gmtCreate":1610423432334,"gmtModify":1703744198080,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"因为中金要给蔚来发可转债，想要高价发出去当然要吹泡沫。无利不起早","listText":"因为中金要给蔚来发可转债，想要高价发出去当然要吹泡沫。无利不起早","text":"因为中金要给蔚来发可转债，想要高价发出去当然要吹泡沫。无利不起早","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332274118","repostId":"2102910778","repostType":2,"isVote":1,"tweetType":1,"viewCount":2669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332230298,"gmtCreate":1610404738414,"gmtModify":1703744085420,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"怪不得中金今年上调蔚来目标价，原来是为了发债<a href=\"https://laohu8.com/U/3570689170658099\">@蔚来_NIO</a>","listText":"怪不得中金今年上调蔚来目标价，原来是为了发债<a href=\"https://laohu8.com/U/3570689170658099\">@蔚来_NIO</a>","text":"怪不得中金今年上调蔚来目标价，原来是为了发债@蔚来_NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332230298","repostId":"2102891159","repostType":2,"repost":{"id":"2102891159","kind":"news","pubTimestamp":1610404352,"share":"https://www.laohu8.com/m/news/2102891159?lang=&edition=full","pubTime":"2021-01-12 06:32","market":"us","language":"zh","title":"德意志银行：上调蔚来汽车目标价至70美元（之前为50美元）","url":"https://stock-news.laohu8.com/highlight/detail?id=2102891159","media":"云财经","summary":"云财经讯，德意志银行：上调蔚来汽车目标价至70美元（之前为50美元），因为该公司向投资者和客户公布了未来两年大胆的路线图","content":"<html><body><article><p>云财经讯，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>：上调蔚来汽车目标价至70美元（之前为50美元），因为该公司向投资者和客户公布了未来两年大胆的路线图</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>德意志银行：上调蔚来汽车目标价至70美元（之前为50美元）</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德意志银行：上调蔚来汽车目标价至70美元（之前为50美元）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-12 06:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206331579b01ee9&s=b><strong>云财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云财经讯，德意志银行：上调蔚来汽车目标价至70美元（之前为50美元），因为该公司向投资者和客户公布了未来两年大胆的路线图</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206331579b01ee9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/693afb5b0404c041795c22f05b994b3c","relate_stocks":{"DB":"德意志银行","0H7D.UK":"德意志银行","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206331579b01ee9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2102891159","content_text":"云财经讯，德意志银行：上调蔚来汽车目标价至70美元（之前为50美元），因为该公司向投资者和客户公布了未来两年大胆的路线图","news_type":1},"isVote":1,"tweetType":1,"viewCount":3586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332230807,"gmtCreate":1610404678309,"gmtModify":1703744085073,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"怪不得今天中金上调目标价，原来是为了发债","listText":"怪不得今天中金上调目标价，原来是为了发债","text":"怪不得今天中金上调目标价，原来是为了发债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332230807","repostId":"2102911560","repostType":2,"repost":{"id":"2102911560","kind":"news","pubTimestamp":1610404093,"share":"https://www.laohu8.com/m/news/2102911560?lang=&edition=full","pubTime":"2021-01-12 06:28","market":"us","language":"zh","title":"蔚来汽车将可转换优先票据的利率定在0%至0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2102911560","media":"云财经","summary":"云财经讯，据悉，蔚来汽车将可转换优先票据的利率定在0%至0.5%，转股溢价为45%-50%；预计将于1月12日美股盘后定价，该公司将通过瑞士信贷、高盛、摩根士丹利、以及中金公司发行可转换优先票据（彭博）","content":"<html><body><article><p>云财经讯，据悉，蔚来汽车将可转换优先票据的<span>利率</span>定在0%至0.5%，转股<span>溢价</span>为45%-50%；预计将于1月12日美股盘后定价，该公司将通过<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、以及<a href=\"https://laohu8.com/S/601995\">中金公司</a>发行可转换优先票据（彭博）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来汽车将可转换优先票据的利率定在0%至0.5%</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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蔚来汽车将可转换优先票据的利率定在0%至0.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-12 06:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206285977d980c4&s=b><strong>云财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云财经讯，据悉，蔚来汽车将可转换优先票据的利率定在0%至0.5%，转股溢价为45%-50%；预计将于1月12日美股盘后定价，该公司将通过瑞士信贷、高盛、摩根士丹利、以及中金公司发行可转换优先票据（彭博）</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206285977d980c4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011206285977d980c4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2102911560","content_text":"云财经讯，据悉，蔚来汽车将可转换优先票据的利率定在0%至0.5%，转股溢价为45%-50%；预计将于1月12日美股盘后定价，该公司将通过瑞士信贷、高盛、摩根士丹利、以及中金公司发行可转换优先票据（彭博）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392829831,"gmtCreate":1607424185023,"gmtModify":1703847773249,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"又是垃圾文章","listText":"又是垃圾文章","text":"又是垃圾文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392829831","repostId":"1107109071","repostType":2,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307234507,"gmtCreate":1605569233809,"gmtModify":1703838312061,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"前瞻个屁，炒作而已","listText":"前瞻个屁，炒作而已","text":"前瞻个屁，炒作而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307234507","repostId":"2084146812","repostType":2,"repost":{"id":"2084146812","kind":"news","pubTimestamp":1605563400,"share":"https://www.laohu8.com/m/news/2084146812?lang=&edition=full","pubTime":"2020-11-17 05:50","market":"hk","language":"zh","title":"全球车企大乱斗：丰田炮轰特斯拉 比亚迪跻身全球前五","url":"https://stock-news.laohu8.com/highlight/detail?id=2084146812","media":"贾征","summary":"自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。特斯拉异军突起...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/09/ChMkKl-yR8aIBCUCAAILGygDgtwAAFYzQP9nDkAAgsz488.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。</p><p><span></span><img height=\"480\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/09/ChMkKl-yR8aIBCUCAAILGygDgtwAAFYzQP9nDkAAgsz488.jpg\" width=\"640\"/><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>异军突起</strong></p><p>如果仅从市值角度考虑，特斯拉当之无愧成为全球第一。因为关注资本市场的话就会发现，今年特斯拉的估价真的是飞上了天。特斯拉依旧是一骑绝尘的存在，凭借着3903.1亿美元的市值，成为全球市值第一高车企，是<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>的二倍左右。</p><p>丰田汽车社长丰田章男因在财报会议上罕见地“炮轰”特斯拉而一度引发了热议，他直言尽管特斯拉的市值确实很高，“但它并没有做出真正的东西”。丰田汽车对特斯拉的成长颇有微词，但是如果仅从市值角度考虑，客观的数字摆在这里任何人都无法否认这一事实。</p><p><img height=\"423\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/09/ChMkKl-yR-SIZrTBAAFc7049fgAAAFYzwPhAVgAAV0H240.jpg\" width=\"640\"/><strong>丰田罕见炮轰特斯拉</strong></p><p>除了特斯拉的异军突起之外，国内电动车领军企业<a href=\"https://laohu8.com/S/002594\">比亚迪</a>今年的估价也可谓风生水起。自今年年初至今，比亚迪市值已经暴涨了250%以上，并接连超过宝马、奔驰，成为全球市值第五高车企，当前比亚迪的市值为724亿美元。</p><p>通过这份榜单来看，当前在电动化的背景之下，传统汽车巨头的地位，受到了新势力们的极大挑战，当前蔚来汽车的销量，甚至还不如宝马旗下的一款车型销量高，但其市值确实真真实实超过了宝马集团。</p><p><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/09/ChMkKV-ySEiIQNroAAIYRsfz700AAFY1AP3_XMAAhhe393.jpg\" width=\"640\"/><strong>比亚迪跻身前五</strong></p><p>这就是资本市场的前瞻性，投资者看的趋势，而非结果。而结果显现的时候，反而是资本市场利好兑现的散场时刻。</p><p>本文属于原创文章，如若转载，请注明来源：全球车企大乱斗：丰田炮轰特斯拉 比亚迪跻身全球前五http://news.zol.com.cn/756/7567384.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">http://news.zol.com.cn/756/7567384.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">http://news.zol.com.cn/756/7567384.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1209</span>\n<span itemprop=\"description\">自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。特斯拉异军突起...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球车企大乱斗：丰田炮轰特斯拉 比亚迪跻身全球前五</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; 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.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全球车企大乱斗：丰田炮轰特斯拉 比亚迪跻身全球前五\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-17 05:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/756/7567384.html><strong>贾征</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。特斯拉异军突起如果仅从市值角度考虑，特斯拉当之无愧成为全球第一。因为关注资本市场的话就会发现，今年特斯拉的估价真的是飞上了天。特斯拉依旧是一骑绝尘的存在，凭借着...</p>\n\n<a href=\"http://news.zol.com.cn/756/7567384.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/51b3bf71a5b88b7052f7881987e62de7","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪","TSLA":"特斯拉"},"source_url":"http://news.zol.com.cn/756/7567384.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084146812","content_text":"自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。特斯拉异军突起如果仅从市值角度考虑，特斯拉当之无愧成为全球第一。因为关注资本市场的话就会发现，今年特斯拉的估价真的是飞上了天。特斯拉依旧是一骑绝尘的存在，凭借着3903.1亿美元的市值，成为全球市值第一高车企，是丰田汽车的二倍左右。丰田汽车社长丰田章男因在财报会议上罕见地“炮轰”特斯拉而一度引发了热议，他直言尽管特斯拉的市值确实很高，“但它并没有做出真正的东西”。丰田汽车对特斯拉的成长颇有微词，但是如果仅从市值角度考虑，客观的数字摆在这里任何人都无法否认这一事实。丰田罕见炮轰特斯拉除了特斯拉的异军突起之外，国内电动车领军企业比亚迪今年的估价也可谓风生水起。自今年年初至今，比亚迪市值已经暴涨了250%以上，并接连超过宝马、奔驰，成为全球市值第五高车企，当前比亚迪的市值为724亿美元。通过这份榜单来看，当前在电动化的背景之下，传统汽车巨头的地位，受到了新势力们的极大挑战，当前蔚来汽车的销量，甚至还不如宝马旗下的一款车型销量高，但其市值确实真真实实超过了宝马集团。比亚迪跻身前五这就是资本市场的前瞻性，投资者看的趋势，而非结果。而结果显现的时候，反而是资本市场利好兑现的散场时刻。本文属于原创文章，如若转载，请注明来源：全球车企大乱斗：丰田炮轰特斯拉 比亚迪跻身全球前五http://news.zol.com.cn/756/7567384.html\n\nhttp://news.zol.com.cn/756/7567384.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttp://news.zol.com.cn/756/7567384.html\nreport\n1209\n自今年疫情爆发以来，很多事情都发生了变化。其实细细品味，疫情带来的只是催化，而变化的趋势和动能其实早就已经显现了。比如在汽车行业当中，新能源智能化必然会取代传统燃油车，或许正是疫情的到来加速了这样的进程。如今，全球车企市值再次重新排序。特斯拉异军突起...","news_type":1},"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301528600,"gmtCreate":1603700119000,"gmtModify":1703830382257,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"看看吧，特斯拉拥泵就是这群无知又没有一点科学素养的人，这么垃圾的文章都写得出，你还敢轻易做空特斯拉吗？","listText":"看看吧，特斯拉拥泵就是这群无知又没有一点科学素养的人，这么垃圾的文章都写得出，你还敢轻易做空特斯拉吗？","text":"看看吧，特斯拉拥泵就是这群无知又没有一点科学素养的人，这么垃圾的文章都写得出，你还敢轻易做空特斯拉吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301528600","repostId":"2078520082","repostType":2,"repost":{"id":"2078520082","kind":"news","pubTimestamp":1603680650,"share":"https://www.laohu8.com/m/news/2078520082?lang=&edition=full","pubTime":"2020-10-26 10:50","market":"us","language":"zh","title":"特斯拉的核心竞争力：不只是车，还有工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2078520082","media":"砺石商业评论","summary":"而特斯拉却以机器为核心，设计了拥有超过1000台机器人及装配机器的高度自动化生产线，机器人参与冲压生产、车身、烤漆与组装中的生产制造工作。业内也有人认为，特斯拉高度自动化的想法并没有错，之所以没有达到预期，是因为技术发展还没有达到相应的水平。","content":"<html><body><article><p><strong>导言：</strong>当外界把目光多关注在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>酷炫的产品、爆发式增长的业绩与天文数字的上市公司市值时，其在自动化生产领域的核心竞争力却被大大忽视了。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950893/0\"/><p><strong>陈之进</strong>|<strong>文</strong></p><p><strong>1</strong></p><p><strong>特斯拉高光业绩</strong></p><p>当受新冠肺炎疫情影响，全球各大汽车厂商出现不同程度的业绩下滑时，特斯拉近期发布的2020年Q3财报却显示，其第三季度全球交付数量达到13.9万辆，同比大涨44%，为特斯拉创下87.71亿美元的季度营收纪录，同时实现了史上首次巨额盈利——3.69亿美元净利润，同比增长131%，环比增长218%。这也是特斯拉连续第五个季度实现盈利。</p><p>特斯拉的靓丽业绩，很大程度得益于在中国市场的出色表现，根据中国乘联会（乘用车市场信息联席会）最新数据显示，2020年1到9月，特斯拉在中国累计销量78698辆，占中国纯电动车销量48.5万辆的16%，高居第一。要知道，上海特斯拉超级工厂2019年1月7日才开始建，当年年底才交付了第一批15辆车。可是，经过2020年初短暂的产能闯关，3月份Model3产量便已突破1万辆，且半年时间，特斯拉（中国）已占全球Model3销量的30%以上。</p><p>特斯拉Model3在中国市场的火爆，固然与上海超级工厂建厂的“中国速度”有关，与特斯拉在用户心目中强大的品牌影响力有关，但更离不开上海工厂的快速量产爬坡，毕竟，再科技再时尚的车，如果形不成产量规模，也是无法立足的，更别提领先了。而上海工厂的快速产能释放，不得不归功于特斯拉前期在自动化生产线上的长期积累与沉淀。</p><p><strong>2</strong></p><p><strong>自动化生产线</strong></p><p>谈起特斯拉的自动化生产线，还得从特斯拉2017年Model3的交付开始说起。当时在Model 3开始交付后不久的2017三季度财报会议上，Musk就以“但丁的地狱”来形容特斯拉在提升产量时所面临的困难。当季Model 3交付量仅有222辆，与之前计划的九月单月生产1500辆的目标相差甚远。</p><p>到了2018年1月，Musk依然认为特斯拉刚刚从但丁笔下的第9层地狱上升到第8层，而第7层就在眼前。特斯拉重新制定了生产目标：2018一季末每周2500台，二季度末每周5000台。而2018一季度的最后一周，仅生产了2020辆，又一次没有实现目标。</p><p>为什么Model3量产这么难？这期间又发生了什么？</p><p>这一切源于特斯拉自建的Model3高度自动化生产线。为支撑Model3的生产，仅2017年，特斯拉就投资34.1亿美元购买房产和设备。大笔资金投入的目标是“用机器生产机器”的像“太空战舰”一样的生产线。Musk表示，引入的先进生产工艺，主要是面向未来，其永远不会中断，成本效益极高，这样的工厂看起来似乎不属于地球，而是来自外星。到了第三代版本，它看起来与其它工厂完全不同。生产线上不能有人，否则速度就会下降到人的水平，人参与的工作将是维护机器，升级机器，处理生产线的异常现象。特斯拉追求的是基于21世纪先进的自动化技术，重新构建汽车生产方式，引领零排放出行的革命并以此改变世界。</p><p>传统汽车厂商以人为核心建立和组织生产线，机器仅接管其中一部分适合的工作。而特斯拉却以机器为核心，设计了拥有超过1000台<a href=\"https://laohu8.com/S/300024\">机器人</a>及装配机器的高度自动化生产线，机器人参与冲压生产、车身、烤漆与组装中的生产制造工作。不过在某种意义上，这类生产线就是未经测试的生产工艺“实验”，如果“实验”成功，特斯拉不仅可以成为一家面向大众市场的汽车厂商，更可以彻底颠覆传统汽车厂商的生产方式。</p><p>伯恩斯坦研究公司（Bernstein Research）汽车分析师曾指出，Model 3生产线上的自动化操作过于宏大、冒险和复杂无比；自动化制造很难解决每个领域的问题。事实上，菲亚特和大众汽车都尝试过自动化制造，均以失败告终。而特斯拉却认为，如果传统思维使任务看上去不可能完成，那么就必须用突破的传统思维来思考问题。</p><p>当然特斯拉决定上马Model3自动化生产线，并非盲目，也并非完全没有经验。在之前车型的生产线上，并不缺以机器为主，人工为辅的生产场景。Musk曾说，“你不会让人们通过用头撞墙的方法来穿过一道墙，我从不故意设定不可能实现的目标。”</p><p>特斯拉投入了大量时间与精力在人机协作上，实践证明，某些工序上的全自动化是完全可行的。如在Model 3的装配线上，将电池组和电动机装配到车身的工作区仅有5个工作台且整个过程不需要任何装配工人的参与，而同样工序，在一条生产Model S和Model X的装配线上，需要14个工作台和17名装配工人。又如，在Model 3座位工厂，10多个机器人协同作战，组装座位，包括小型电机、铰链、加热装置、框架。特斯拉声称这条组装线是世界上第一条不需要人力的前座装配线。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950885/0\"/><p>然而，勃勃雄心并没有减少高度自动化生产线“实验”过程中遇到的难题。这一前所未有“实验”的复杂度与难度体现在方方面面，需要调整的，不仅是机器，还有思路。</p><p>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道，在最后的总装区域，特斯拉最初使用机器人来安装Model 3的座椅。但是，在拧紧座椅的固定螺栓和连接座椅的供电线方面，这些机械动作缓慢且没有很好的一致性。特斯拉员工说，后来他们改造了工作台，用机器人将座椅挪到合适的位置，让装配工负责螺栓的紧固和供电线路的连接。又如，在Model 3喷漆房的故障中，搭载待喷漆车体的载具从油漆间出来的速度太快，导致传感器无法识别。再如，特斯拉工程师曾花几个月时间让一个机器人准确地引导螺栓穿过一个孔，以固定后刹车的部分组件。</p><p>经过长时间与机器人、生产线磨合，特斯拉工程高管承认，公司高估了生产汽车的速度，并设计了一个被证明过于复杂的生产系统。两条高度自动化装配线生产未达预期，部分原因是试图使用机器人来完成更适合装配工人的任务；将那些对人来说非常容易，但对机器人来说非常难的事情自动化。</p><p>对过度自动化问题达成共识后，特斯拉迅速进行了调整，抛弃了被证明不适合某些任务的复杂机器人，改善了生产流程，以一定程度的半自动化以及人工装配取代了部分全自动化。</p><p>尽管如此，特斯拉表示，Model 3组装生产线的自动化程度仍然高达95%，包括运输、装载以及零部件焊接。可见，特斯拉并没有因为局部过度自动化引发的问题，而放弃自动化生产的方向，更没有动摇其一贯秉持的科技至上、追求极致的制造理念。</p><p>即便在质量控制方面，特斯拉仍设计并实施了先进的自动化组件与流程。据《彭博社》报道，特斯拉在整个生产线上配置了大量的扫描台（Scanning Stations），部署了47个机器人，测量每辆Model3上的1900个点，将结果与设计规格进行比对，误差仅为0.15毫米。在进行最终的赛道测试时，声音记录器会测试容易被忽略的异响，如吱吱声、咯咯声，风噪，路面噪声等。所有数据存储在每辆汽车独特的VIN（车辆识别号码）上，服务中心可追溯所有的车辆问题，还可溯源到工厂的原始数据，即使车辆交付到用户手中，也可以。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950889/0\"/><p>业内也有人认为，特斯拉高度自动化的想法并没有错，之所以没有达到预期，是因为技术发展还没有达到相应的水平。由于控制生产线机器人的软件不够完善，使得机器人无法处理未经预测的目标或复杂的切换。</p><p>无论如何，得益于三周新建一条生产线并迅速投入使用（2018年6月最后一周，这条新建生产线承担了Model3总装的20%工作量），2018年6月底，特斯拉最终达到Model3周产5000辆的阶段性目标。</p><p>“我们已经成为一家真正的汽车公司。”Musk在2018.7.1给员工的邮件中称。前特斯拉资深供应商开发工程师Azizi Tucker认为，这是特斯拉发展史上的一个重大转折。“过去，特斯拉全心全力放在电动车的设计，产品就是车。现在，特斯拉将更多注意力转移到工厂身上，将工厂视为全新产品，将每一段流程、每一个零件重新设计、规划。”</p><p>至此，Model3量产爬坡暂告一段落。这是在某一技术阶段，一次人机合作边界的探索；是一个技术理想与生产现实博弈的故事；是一种对创新理念与卓越追求的坚持。通过Model3周产5000辆的冲刺，特斯拉进一步拥有了基于高度自动化生产线的制造能力，而这种能力对特斯拉来说，又意味着什么呢？</p><p><strong>3</strong></p><p><strong>特斯拉的核心竞争力</strong></p><p>2018年6月底达成量产爬坡阶段性目标后，下半年Model3的出货量持续攀升，当年，特斯拉收入达214.6亿美元，净利润从2017年亏损19.6亿美元缩窄至亏损9.8亿美元。2019年，随着产能持续增加，Model 3在美国的销量逐一超过同类型的宝马5系、奔驰E级、奥迪A6等传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>燃油车型，成为2019年美国中型豪华轿车市场冠军（如下图所示）。同期，Model3在全球销量超30万，稳居新能源乘用车榜首。可见，经量产爬坡升级后的自动化生产，潜力有多大，支撑力有多强。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950901/0\"/><p>随着上海超级工厂的快速建成，上海工厂以明显高于加州工厂的量产速度实现了产能释放，充分体现了自动化生产能力在不断优化基础上的复用。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950879/0\"/><p>据特斯拉2020Q3财报披露，特斯拉加州工厂Model 3/Y的年产量已提升至50万辆，上海工厂Model 3年产能达到25万辆，且将在2021年实现Model Y的量产。同时，特斯拉柏林工厂也有望在2021年投产。Musk曾说“我们相信快速进化”，这就是快速进化的威力。</p><p>特斯拉在自动化生产能力方面的努力与积累从未止步，逐渐使其成为公司的又一核心竞争力。</p><p>据报道，由于机器人不擅长铺设冗长的软线束，人工必须介入该生产流程，影响生产进度，特斯拉一直在努力减少车身布线的长度。Model S的全车身线束总长大约3公里，而Model 3的线束总长仅为1.5公里。更甚的，特斯拉在2019年一份专利申请中表示，研发出一种新的车辆布线架构，有望使Model Y的线束总长度不超过100米，从而方便机器人组装，提高生产效率。相比之下，传统汽车的线束总长度可达数公里，组装线束只能人工操作，且需要大量工人。又如，在全新Model Y车型的生产上，特斯拉将使用铝制铸造机生产一个一体化组件，取代此前粘在车身后半部的70个零部件。消息人士透露，这只是新自动化生产的开端，车辆的前部模块和其他部件也将相继使用新的制造工艺。</p><p>制造业咨询公司Munro&amp;Associates首席执行官Sandy Munro在一次演讲中表示：“特斯拉刚开始生产汽车的时候，我们对他们非常挑剔。那时他们的车辆有着巨大的缝隙，焊缝飞溅到处都是，没有哪里是合适的。然而，从Model 3到体积更大的Model Y的转变，让特斯拉一步步地提高了自己的制造工艺。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12670950884/0\"/><p>曾经福特T型车之所以成为世界第一爆款，全靠有史以来第一条大规模传递带式生产线的支撑。该生产线第一次以流水装配线大规模作业代替传统个体手工制作；在大型总装车间，第一次由机械传送带运送零件和工具；T型车的各种零件第一次被设计成统一规格，实现了零部件的标准化。福特T型车的组装流程，将原来涉及3000个组装部件的工序简化为84道工序。生产一辆T型车的时间从最初的12小时28分降到1914年的93分钟，到1925年平均每10秒钟一辆新车就可以下线。汽车价格可以从850美元降低至200美元。</p><p>这种以机器代替人工，大幅提高生产效率，大幅降低生产成本的理念正是特斯拉一贯推崇并坚持的，差别是，随着科学技术的进步，在机器代替人工上升级了，生产线已高度自动化甚至全自动化了。</p><p>不是没有车企在生产自动化上践行，而是目前没有比特斯拉走得更好更远的。有业内专家指出，在纯电动车市场，随着大众、丰田等传统OEM车厂的持续发力，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Uber等高科技企业的深度介入，特斯拉在电动化领域的领先优势会被逐步缩小。身处这样激烈竞争的市场环境，特斯拉的自动化生产能力将为其又一次扩宽了护城河。</p><p>当很多人谈论特斯拉在电动化、无人驾驶、品牌营销、用户体验等方面的优势时，很少人注意到该公司对制造本身的专注。当很多人被特斯拉汽车吸引时，很少人意识到工厂比车更具价值。特斯拉在自动化生产上拥有的能力被严重低估了。</p><p>据说Musk对自动化生产的执着来自早年的一个梦：在梦中，他看到了未来的工厂，一个全自动的制造工厂，机器人可以高速建造所有零件，零件可以随处移动，传送带可以将每件货物及时地准确地运到正确的地方。</p><p>长远来看，特斯拉的竞争力是工厂，而不是车。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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特斯拉的核心竞争力：不只是车，还有工厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-26 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010261105407977c7b6&s=b><strong>砺石商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导言：当外界把目光多关注在特斯拉酷炫的产品、爆发式增长的业绩与天文数字的上市公司市值时，其在自动化生产领域的核心竞争力却被大大忽视了。陈之进|文1特斯拉高光业绩当受新冠肺炎疫情影响，全球各大汽车厂商出现不同程度的业绩下滑时，特斯拉近期发布的2020年Q3财报却显示，其第三季度全球交付数量达到13.9万辆，同比大涨44%，为特斯拉创下87.71亿美元的季度营收纪录，同时实现了史上首次巨额盈利——...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010261105407977c7b6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010261105407977c7b6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2078520082","content_text":"导言：当外界把目光多关注在特斯拉酷炫的产品、爆发式增长的业绩与天文数字的上市公司市值时，其在自动化生产领域的核心竞争力却被大大忽视了。陈之进|文1特斯拉高光业绩当受新冠肺炎疫情影响，全球各大汽车厂商出现不同程度的业绩下滑时，特斯拉近期发布的2020年Q3财报却显示，其第三季度全球交付数量达到13.9万辆，同比大涨44%，为特斯拉创下87.71亿美元的季度营收纪录，同时实现了史上首次巨额盈利——3.69亿美元净利润，同比增长131%，环比增长218%。这也是特斯拉连续第五个季度实现盈利。特斯拉的靓丽业绩，很大程度得益于在中国市场的出色表现，根据中国乘联会（乘用车市场信息联席会）最新数据显示，2020年1到9月，特斯拉在中国累计销量78698辆，占中国纯电动车销量48.5万辆的16%，高居第一。要知道，上海特斯拉超级工厂2019年1月7日才开始建，当年年底才交付了第一批15辆车。可是，经过2020年初短暂的产能闯关，3月份Model3产量便已突破1万辆，且半年时间，特斯拉（中国）已占全球Model3销量的30%以上。特斯拉Model3在中国市场的火爆，固然与上海超级工厂建厂的“中国速度”有关，与特斯拉在用户心目中强大的品牌影响力有关，但更离不开上海工厂的快速量产爬坡，毕竟，再科技再时尚的车，如果形不成产量规模，也是无法立足的，更别提领先了。而上海工厂的快速产能释放，不得不归功于特斯拉前期在自动化生产线上的长期积累与沉淀。2自动化生产线谈起特斯拉的自动化生产线，还得从特斯拉2017年Model3的交付开始说起。当时在Model 3开始交付后不久的2017三季度财报会议上，Musk就以“但丁的地狱”来形容特斯拉在提升产量时所面临的困难。当季Model 3交付量仅有222辆，与之前计划的九月单月生产1500辆的目标相差甚远。到了2018年1月，Musk依然认为特斯拉刚刚从但丁笔下的第9层地狱上升到第8层，而第7层就在眼前。特斯拉重新制定了生产目标：2018一季末每周2500台，二季度末每周5000台。而2018一季度的最后一周，仅生产了2020辆，又一次没有实现目标。为什么Model3量产这么难？这期间又发生了什么？这一切源于特斯拉自建的Model3高度自动化生产线。为支撑Model3的生产，仅2017年，特斯拉就投资34.1亿美元购买房产和设备。大笔资金投入的目标是“用机器生产机器”的像“太空战舰”一样的生产线。Musk表示，引入的先进生产工艺，主要是面向未来，其永远不会中断，成本效益极高，这样的工厂看起来似乎不属于地球，而是来自外星。到了第三代版本，它看起来与其它工厂完全不同。生产线上不能有人，否则速度就会下降到人的水平，人参与的工作将是维护机器，升级机器，处理生产线的异常现象。特斯拉追求的是基于21世纪先进的自动化技术，重新构建汽车生产方式，引领零排放出行的革命并以此改变世界。传统汽车厂商以人为核心建立和组织生产线，机器仅接管其中一部分适合的工作。而特斯拉却以机器为核心，设计了拥有超过1000台机器人及装配机器的高度自动化生产线，机器人参与冲压生产、车身、烤漆与组装中的生产制造工作。不过在某种意义上，这类生产线就是未经测试的生产工艺“实验”，如果“实验”成功，特斯拉不仅可以成为一家面向大众市场的汽车厂商，更可以彻底颠覆传统汽车厂商的生产方式。伯恩斯坦研究公司（Bernstein Research）汽车分析师曾指出，Model 3生产线上的自动化操作过于宏大、冒险和复杂无比；自动化制造很难解决每个领域的问题。事实上，菲亚特和大众汽车都尝试过自动化制造，均以失败告终。而特斯拉却认为，如果传统思维使任务看上去不可能完成，那么就必须用突破的传统思维来思考问题。当然特斯拉决定上马Model3自动化生产线，并非盲目，也并非完全没有经验。在之前车型的生产线上，并不缺以机器为主，人工为辅的生产场景。Musk曾说，“你不会让人们通过用头撞墙的方法来穿过一道墙，我从不故意设定不可能实现的目标。”特斯拉投入了大量时间与精力在人机协作上，实践证明，某些工序上的全自动化是完全可行的。如在Model 3的装配线上，将电池组和电动机装配到车身的工作区仅有5个工作台且整个过程不需要任何装配工人的参与，而同样工序，在一条生产Model S和Model X的装配线上，需要14个工作台和17名装配工人。又如，在Model 3座位工厂，10多个机器人协同作战，组装座位，包括小型电机、铰链、加热装置、框架。特斯拉声称这条组装线是世界上第一条不需要人力的前座装配线。然而，勃勃雄心并没有减少高度自动化生产线“实验”过程中遇到的难题。这一前所未有“实验”的复杂度与难度体现在方方面面，需要调整的，不仅是机器，还有思路。据《纽约时报》报道，在最后的总装区域，特斯拉最初使用机器人来安装Model 3的座椅。但是，在拧紧座椅的固定螺栓和连接座椅的供电线方面，这些机械动作缓慢且没有很好的一致性。特斯拉员工说，后来他们改造了工作台，用机器人将座椅挪到合适的位置，让装配工负责螺栓的紧固和供电线路的连接。又如，在Model 3喷漆房的故障中，搭载待喷漆车体的载具从油漆间出来的速度太快，导致传感器无法识别。再如，特斯拉工程师曾花几个月时间让一个机器人准确地引导螺栓穿过一个孔，以固定后刹车的部分组件。经过长时间与机器人、生产线磨合，特斯拉工程高管承认，公司高估了生产汽车的速度，并设计了一个被证明过于复杂的生产系统。两条高度自动化装配线生产未达预期，部分原因是试图使用机器人来完成更适合装配工人的任务；将那些对人来说非常容易，但对机器人来说非常难的事情自动化。对过度自动化问题达成共识后，特斯拉迅速进行了调整，抛弃了被证明不适合某些任务的复杂机器人，改善了生产流程，以一定程度的半自动化以及人工装配取代了部分全自动化。尽管如此，特斯拉表示，Model 3组装生产线的自动化程度仍然高达95%，包括运输、装载以及零部件焊接。可见，特斯拉并没有因为局部过度自动化引发的问题，而放弃自动化生产的方向，更没有动摇其一贯秉持的科技至上、追求极致的制造理念。即便在质量控制方面，特斯拉仍设计并实施了先进的自动化组件与流程。据《彭博社》报道，特斯拉在整个生产线上配置了大量的扫描台（Scanning Stations），部署了47个机器人，测量每辆Model3上的1900个点，将结果与设计规格进行比对，误差仅为0.15毫米。在进行最终的赛道测试时，声音记录器会测试容易被忽略的异响，如吱吱声、咯咯声，风噪，路面噪声等。所有数据存储在每辆汽车独特的VIN（车辆识别号码）上，服务中心可追溯所有的车辆问题，还可溯源到工厂的原始数据，即使车辆交付到用户手中，也可以。业内也有人认为，特斯拉高度自动化的想法并没有错，之所以没有达到预期，是因为技术发展还没有达到相应的水平。由于控制生产线机器人的软件不够完善，使得机器人无法处理未经预测的目标或复杂的切换。无论如何，得益于三周新建一条生产线并迅速投入使用（2018年6月最后一周，这条新建生产线承担了Model3总装的20%工作量），2018年6月底，特斯拉最终达到Model3周产5000辆的阶段性目标。“我们已经成为一家真正的汽车公司。”Musk在2018.7.1给员工的邮件中称。前特斯拉资深供应商开发工程师Azizi Tucker认为，这是特斯拉发展史上的一个重大转折。“过去，特斯拉全心全力放在电动车的设计，产品就是车。现在，特斯拉将更多注意力转移到工厂身上，将工厂视为全新产品，将每一段流程、每一个零件重新设计、规划。”至此，Model3量产爬坡暂告一段落。这是在某一技术阶段，一次人机合作边界的探索；是一个技术理想与生产现实博弈的故事；是一种对创新理念与卓越追求的坚持。通过Model3周产5000辆的冲刺，特斯拉进一步拥有了基于高度自动化生产线的制造能力，而这种能力对特斯拉来说，又意味着什么呢？3特斯拉的核心竞争力2018年6月底达成量产爬坡阶段性目标后，下半年Model3的出货量持续攀升，当年，特斯拉收入达214.6亿美元，净利润从2017年亏损19.6亿美元缩窄至亏损9.8亿美元。2019年，随着产能持续增加，Model 3在美国的销量逐一超过同类型的宝马5系、奔驰E级、奥迪A6等传统豪华燃油车型，成为2019年美国中型豪华轿车市场冠军（如下图所示）。同期，Model3在全球销量超30万，稳居新能源乘用车榜首。可见，经量产爬坡升级后的自动化生产，潜力有多大，支撑力有多强。随着上海超级工厂的快速建成，上海工厂以明显高于加州工厂的量产速度实现了产能释放，充分体现了自动化生产能力在不断优化基础上的复用。据特斯拉2020Q3财报披露，特斯拉加州工厂Model 3/Y的年产量已提升至50万辆，上海工厂Model 3年产能达到25万辆，且将在2021年实现Model Y的量产。同时，特斯拉柏林工厂也有望在2021年投产。Musk曾说“我们相信快速进化”，这就是快速进化的威力。特斯拉在自动化生产能力方面的努力与积累从未止步，逐渐使其成为公司的又一核心竞争力。据报道，由于机器人不擅长铺设冗长的软线束，人工必须介入该生产流程，影响生产进度，特斯拉一直在努力减少车身布线的长度。Model S的全车身线束总长大约3公里，而Model 3的线束总长仅为1.5公里。更甚的，特斯拉在2019年一份专利申请中表示，研发出一种新的车辆布线架构，有望使Model Y的线束总长度不超过100米，从而方便机器人组装，提高生产效率。相比之下，传统汽车的线束总长度可达数公里，组装线束只能人工操作，且需要大量工人。又如，在全新Model Y车型的生产上，特斯拉将使用铝制铸造机生产一个一体化组件，取代此前粘在车身后半部的70个零部件。消息人士透露，这只是新自动化生产的开端，车辆的前部模块和其他部件也将相继使用新的制造工艺。制造业咨询公司Munro&Associates首席执行官Sandy Munro在一次演讲中表示：“特斯拉刚开始生产汽车的时候，我们对他们非常挑剔。那时他们的车辆有着巨大的缝隙，焊缝飞溅到处都是，没有哪里是合适的。然而，从Model 3到体积更大的Model Y的转变，让特斯拉一步步地提高了自己的制造工艺。”曾经福特T型车之所以成为世界第一爆款，全靠有史以来第一条大规模传递带式生产线的支撑。该生产线第一次以流水装配线大规模作业代替传统个体手工制作；在大型总装车间，第一次由机械传送带运送零件和工具；T型车的各种零件第一次被设计成统一规格，实现了零部件的标准化。福特T型车的组装流程，将原来涉及3000个组装部件的工序简化为84道工序。生产一辆T型车的时间从最初的12小时28分降到1914年的93分钟，到1925年平均每10秒钟一辆新车就可以下线。汽车价格可以从850美元降低至200美元。这种以机器代替人工，大幅提高生产效率，大幅降低生产成本的理念正是特斯拉一贯推崇并坚持的，差别是，随着科学技术的进步，在机器代替人工上升级了，生产线已高度自动化甚至全自动化了。不是没有车企在生产自动化上践行，而是目前没有比特斯拉走得更好更远的。有业内专家指出，在纯电动车市场，随着大众、丰田等传统OEM车厂的持续发力，谷歌、英伟达、Uber等高科技企业的深度介入，特斯拉在电动化领域的领先优势会被逐步缩小。身处这样激烈竞争的市场环境，特斯拉的自动化生产能力将为其又一次扩宽了护城河。当很多人谈论特斯拉在电动化、无人驾驶、品牌营销、用户体验等方面的优势时，很少人注意到该公司对制造本身的专注。当很多人被特斯拉汽车吸引时，很少人意识到工厂比车更具价值。特斯拉在自动化生产上拥有的能力被严重低估了。据说Musk对自动化生产的执着来自早年的一个梦：在梦中，他看到了未来的工厂，一个全自动的制造工厂，机器人可以高速建造所有零件，零件可以随处移动，传送带可以将每件货物及时地准确地运到正确的地方。长远来看，特斯拉的竞争力是工厂，而不是车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942032101,"gmtCreate":1596023021403,"gmtModify":1704210613545,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"<a 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被玩坏了。昨天开盘大涨，刚把前天买的put止损出清反手做call，今天又来开盘大跌，我的call又要成废纸了。今天开盘我咋办？不止损装死？还是杀跌买put？我真的狠蛋疼！！！有图为证","images":[{"img":"https://static.tigerbbs.com/22e2e46020affab05cfb757e08da2eca"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/906006412","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438464676136789","authorId":"3438464676136789","name":"招财猫666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3438464676136789","authorIdStr":"3438464676136789"},"content":"你这操作反了啊，我昨天看它涨买的put","text":"你这操作反了啊，我昨天看它涨买的put","html":"你这操作反了啊，我昨天看它涨买的put"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":908777361,"gmtCreate":1558514102053,"gmtModify":1704696687775,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"$苹果(AAPL)$ 苹果这两个星期必定大涨10%，谁敢跟我打赌？","listText":"$苹果(AAPL)$ 苹果这两个星期必定大涨10%，谁敢跟我打赌？","text":"$苹果(AAPL)$ 苹果这两个星期必定大涨10%，谁敢跟我打赌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/908777361","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"content":"说下逻辑，不然没有任何意义","text":"说下逻辑，不然没有任何意义","html":"说下逻辑，不然没有任何意义"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334494,"gmtCreate":1542639349322,"gmtModify":1704781279201,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"$网易(NTES)$ 感觉网易是公司在搞回购所以跌不下去","listText":"$网易(NTES)$ 感觉网易是公司在搞回购所以跌不下去","text":"$网易(NTES)$ 感觉网易是公司在搞回购所以跌不下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/334494","isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484302514331644","authorId":"3484302514331644","name":"Yanger_","avatar":"https://static.tigerbbs.com/7398eab97504b7047960f00dccf84302","crmLevel":2,"crmLevelSwitch":0,"idStr":"3484302514331644","authorIdStr":"3484302514331644"},"content":"大兄弟，有想法自己坚持就好了。这里水军太多，不要受别人影响。你看的很对，就是回购","text":"大兄弟，有想法自己坚持就好了。这里水军太多，不要受别人影响。你看的很对，就是回购","html":"大兄弟，有想法自己坚持就好了。这里水军太多，不要受别人影响。你看的很对，就是回购"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905146491,"gmtCreate":1560249635913,"gmtModify":1704699750987,"author":{"id":"3503493416332673","authorId":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503493416332673","authorIdStr":"3503493416332673"},"themes":[],"htmlText":"$百度(BIDU)$ 相信我，现在开始拿着不动，你能赚30%","listText":"$百度(BIDU)$ 相信我，现在开始拿着不动，你能赚30%","text":"$百度(BIDU)$ 相信我，现在开始拿着不动，你能赚30%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/905146491","isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496114491773416","authorId":"3496114491773416","name":"韭菜花02号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496114491773416","authorIdStr":"3496114491773416"},"content":"大概能涨到多少？","text":"大概能涨到多少？","html":"大概能涨到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}