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大鱼海棠_4922

大鱼海棠_4922

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大鱼海棠_4922

06-19 00:09

要不然特斯拉买一辆蔚来回去研究一下吧[笑哭] [捂脸] [捂脸] [捂脸]

重新定义人车关系，特斯拉车载AI助手 Grok 即将上线

大鱼海棠_4922

06-12

搞笑吧问界也叫豪华？

问界登顶中国豪华车市场，超越BBA与特斯拉

大鱼海棠_4922

06-06

这货能不能消停点，安心做好自己的公司

抱歉，原内容已删除

大鱼海棠_4922

06-04

$特斯拉(TSLA)$ 昨晚涨的好好的怎么突然后半夜跌了？

大鱼海棠_4922

05-21

$蔚来(NIO)$ 理想市值 300 亿小鹏 210 亿蔚来才 91 亿这么拉跨不被资本看好李斌你看不出来问题么？

大鱼海棠_4922

05-12

蔚来乱搞研发，乱搞品牌，花钱根本没节制，内部管理兼职一塌糊涂

消息称蔚来三品牌大整合：乐道产品研发、销售体系并入蔚来

大鱼海棠_4922

05-10

$纳指三倍做多ETF(TQQQ)$ 什么鬼怎么老是高开低走

大鱼海棠_4922

04-11

$纳指三倍做多ETF(TQQQ)$ $纳斯达克(.IXIC)$ $特斯拉(TSLA)$ 什么鬼暴涨一天然后又是暴跌

大鱼海棠_4922

03-11

$特斯拉(TSLA)$ 谁能告诉我低在哪里？

大鱼海棠_4922

02-28

特斯拉的人形机器人呢

调研宇树科技后，高盛称：人形机器人技术拐点仍不明朗，有实际意义的应用至少还要五年

大鱼海棠_4922

01-21

$蔚来(NIO)$ 垃圾股李斌的战略方向有严重的问题搞什么芯片手机操作系统都是研发烧钱的

大鱼海棠_4922

01-03

$特斯拉(TSLA)$ 人形机器人的业务能让特斯拉赶超苹果

大鱼海棠_4922

01-02

避税？

抱歉，原内容已删除

大鱼海棠_4922

2024-12-17

是的可以一起收复台湾

港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题

大鱼海棠_4922

2024-12-13

丑死了

终于变了，iPhone 17外观曝光：首次改用条形横置摄像头

大鱼海棠_4922

2024-12-12

各种小作文寓意着特斯拉要回调了[捂脸] [捂脸] [捂脸] [捂脸]

四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间

大鱼海棠_4922

2024-12-09

$蔚来(NIO)$ 这种涨幅就是昙花一现我是对蔚来的经营和战略决策太失望了，但凡有点管理能力的人也不会拿着这么多的资源把公司管理成这个样子[捂脸] [捂脸] [捂脸]

大鱼海棠_4922

2024-12-09

$蔚来(NIO)$ 兄弟你终于雄起了一把了

大鱼海棠_4922

2024-12-04

$联合健康(UNH)$ 真NB CEO被杀了股价没任何反应[捂脸] [捂脸] [捂脸]

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[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"要不然特斯拉买一辆蔚来回去研究一下吧[笑哭]&nbsp;[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"要不然特斯拉买一辆蔚来回去研究一下吧[笑哭] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447384801145016","repostId":"1180695157","repostType":4,"repost":{"id":"1180695157","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":1750256040,"share":"https://www.laohu8.com/m/news/1180695157?lang=&edition=full","pubTime":"2025-06-18 22:14","market":"us","language":"zh","title":"重新定义人车关系，特斯拉车载AI助手 Grok 即将上线","url":"https://stock-news.laohu8.com/highlight/detail?id=1180695157","media":"老虎资讯综合","summary":"每辆车都有独特“性格”。","content":"<html><head></head><body><p>周三，特斯拉开盘后持续走高，截至发稿涨2.5%。消息称其车载AI助手 Grok 即将上线，有望重新定义人车关系。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efbbc5c2856d91ef176f4bcb0bb882a4\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管目前 Grok 尚未集成到车辆中，但相关固件代码显示，该功能将带来更逼真的交互体验。马斯克此前透露，Grok 将在未来不久被引入车辆，且随着特斯拉计划推出 Robotaxi 平台，Grok 的上线似乎指日可待。</p><p style=\"text-align: start;\">据特斯拉黑客“green”通过固件分析发现，特斯拉计划推出带有不同“个性”的 Grok 版本。这些个性将完全可定制，能够根据驾驶员的需求和偏好进行调整，从而提供更贴近用户需求的交互体验。</p><p style=\"text-align: start;\">此外，Grok 还将推出儿童版本，具备讲故事、玩猜谜游戏等功能，增加了车辆的娱乐性和实用性。</p><p style=\"text-align: start;\">然而，据“green”在固件中发现的信息，Grok 似乎仅适用于基于 AMD 芯片的特斯拉车辆。这意味着目前的<a href=\"https://laohu8.com/S/INTC\" title=\"英特尔\" class=\"\">英特尔</a>芯片版特斯拉车型，通常是较老的车型，将暂时无法支持 Grok 功能。</p><p style=\"text-align: start;\">马斯克在今年 1 月的一次 X 平台直播中表示：“你可以与你的特斯拉对话，询问任何事情。”这表明 Grok 的功能几乎不受限制，用户可以通过语音或文本与车辆进行交流。</p><p style=\"text-align: start;\">特斯拉计划通过 Grok 为用户提供一些独特的体验，如车辆控制、信息查询、日程管理等，甚至可以通过自定义设置让每辆车的“性格”更加个性化。</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>重新定义人车关系，特斯拉车载AI助手 Grok 即将上线</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; 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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重新定义人车关系，特斯拉车载AI助手 Grok 即将上线\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\">2025-06-18 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，特斯拉开盘后持续走高，截至发稿涨2.5%。消息称其车载AI助手 Grok 即将上线，有望重新定义人车关系。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efbbc5c2856d91ef176f4bcb0bb882a4\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管目前 Grok 尚未集成到车辆中，但相关固件代码显示，该功能将带来更逼真的交互体验。马斯克此前透露，Grok 将在未来不久被引入车辆，且随着特斯拉计划推出 Robotaxi 平台，Grok 的上线似乎指日可待。</p><p style=\"text-align: start;\">据特斯拉黑客“green”通过固件分析发现，特斯拉计划推出带有不同“个性”的 Grok 版本。这些个性将完全可定制，能够根据驾驶员的需求和偏好进行调整，从而提供更贴近用户需求的交互体验。</p><p style=\"text-align: start;\">此外，Grok 还将推出儿童版本，具备讲故事、玩猜谜游戏等功能，增加了车辆的娱乐性和实用性。</p><p style=\"text-align: start;\">然而，据“green”在固件中发现的信息，Grok 似乎仅适用于基于 AMD 芯片的特斯拉车辆。这意味着目前的<a href=\"https://laohu8.com/S/INTC\" title=\"英特尔\" class=\"\">英特尔</a>芯片版特斯拉车型，通常是较老的车型，将暂时无法支持 Grok 功能。</p><p style=\"text-align: start;\">马斯克在今年 1 月的一次 X 平台直播中表示：“你可以与你的特斯拉对话，询问任何事情。”这表明 Grok 的功能几乎不受限制，用户可以通过语音或文本与车辆进行交流。</p><p style=\"text-align: start;\">特斯拉计划通过 Grok 为用户提供一些独特的体验，如车辆控制、信息查询、日程管理等，甚至可以通过自定义设置让每辆车的“性格”更加个性化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180695157","content_text":"周三，特斯拉开盘后持续走高，截至发稿涨2.5%。消息称其车载AI助手 Grok 即将上线，有望重新定义人车关系。尽管目前 Grok 尚未集成到车辆中，但相关固件代码显示，该功能将带来更逼真的交互体验。马斯克此前透露，Grok 将在未来不久被引入车辆，且随着特斯拉计划推出 Robotaxi 平台，Grok 的上线似乎指日可待。据特斯拉黑客“green”通过固件分析发现，特斯拉计划推出带有不同“个性”的 Grok 版本。这些个性将完全可定制，能够根据驾驶员的需求和偏好进行调整，从而提供更贴近用户需求的交互体验。此外，Grok 还将推出儿童版本，具备讲故事、玩猜谜游戏等功能，增加了车辆的娱乐性和实用性。然而，据“green”在固件中发现的信息，Grok 似乎仅适用于基于 AMD 芯片的特斯拉车辆。这意味着目前的英特尔芯片版特斯拉车型，通常是较老的车型，将暂时无法支持 Grok 功能。马斯克在今年 1 月的一次 X 平台直播中表示：“你可以与你的特斯拉对话，询问任何事情。”这表明 Grok 的功能几乎不受限制，用户可以通过语音或文本与车辆进行交流。特斯拉计划通过 Grok 为用户提供一些独特的体验，如车辆控制、信息查询、日程管理等，甚至可以通过自定义设置让每辆车的“性格”更加个性化。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445127892832584,"gmtCreate":1749695153662,"gmtModify":1749695155393,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"搞笑吧 问界也叫豪华？","listText":"搞笑吧 问界也叫豪华？","text":"搞笑吧 问界也叫豪华？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445127892832584","repostId":"2542553074","repostType":2,"repost":{"id":"2542553074","kind":"news","pubTimestamp":1749683409,"share":"https://www.laohu8.com/m/news/2542553074?lang=&edition=full","pubTime":"2025-06-12 07:10","market":"us","language":"zh","title":"问界登顶中国豪华车市场，超越BBA与特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2542553074","media":"三言科技","summary":"据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程豹反超。","content":"<html><body><article><p>据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量<a href=\"https://laohu8.com/S/301049\">超越</a>奔驰、宝马、奥迪，成为中国豪华车市场销量<a href=\"https://laohu8.com/S/00092\">冠军</a>。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上险量为8640辆，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>为8270辆，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车因小米YU7开始生产，上周上险量为4370辆，被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>方程豹反超。</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>问界登顶中国豪华车市场，超越BBA与特斯拉</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问界登顶中国豪华车市场，超越BBA与特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-12 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542553074","content_text":"据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程豹反超。","news_type":1,"symbols_score_info":{"601127":0.9,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442850861949488,"gmtCreate":1749140363898,"gmtModify":1749140364907,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"这货能不能消停点，安心做好自己的公司","listText":"这货能不能消停点，安心做好自己的公司","text":"这货能不能消停点，安心做好自己的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442850861949488","repostId":"2541072668","repostType":2,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442265508421840,"gmtCreate":1748997993680,"gmtModify":1748997994720,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"<a 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李斌。原乐道事业部中的产品体验、项目管理、设计、整车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509221449975497fa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509221449975497fa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534356414","content_text":"IT之家 5 月 9 日消息，据 36 氪汽车爆料，5 月 9 日下午蔚来内部发布公告，旗下两个子品牌乐道、萤火虫多项组织部门架构迎来调整，整合进入蔚来体系，涉及乐道品牌产品研发、用户服务、车型营销等部门，以及萤火虫事业部。根据蔚来公告，蔚来汽车的产品设计与研发集群（PD&D）会新设一个乐道产品设计与研发一级部门，该部门直接汇报给蔚来 CEO 李斌。原乐道事业部中的产品体验、项目管理、设计、整车工程划入该部门。同时，新设立乐道品牌产品线部。蔚来用户服务与体验集群（UE），也同样新设一个乐道用户服务一级部门，负责人沈斐向联创秦力洪汇报。该一级部门包含了原乐道的规划与经营、区域销售策略、区域销售运行、区域销售管理、行销等部门。乐道营销活动策划部和区域销售公司，全部并入 UE 集群，继续作为二级部门存在，汇报关系不变。“相当于蔚来、乐道两个品牌的销售二合一了。”有蔚来员工总结。此外，本次调整还涉及蔚来第三品牌萤火虫，萤火虫事业部同样划入 PD&D 集群，但更多的调整细节未公布。换句话说，蔚来汽车原本的乐道事业部和萤火虫事业部被撤销了。今年 4 月份蔚来交付新车 23900 辆，同比增长 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21:46","market":"sg","language":"zh","title":"调研宇树科技后，高盛称：人形机器人技术拐点仍不明朗，有实际意义的应用至少还要五年","url":"https://stock-news.laohu8.com/highlight/detail?id=2514802749","media":"华尔街见闻","summary":"高盛认为，人形人机器人H1只有19个自由度，因此仍然无法处理复杂而精细的任务。至少在未来2-3年内，人形机器人很难达到与人类工人相同的工作效率。而出现具有实际意义的应用要在5-10年之后。","content":"<html><head></head><body><blockquote><p><strong>高盛认为，人形人机器人H1只有19个自由度，因此仍然无法处理复杂而精细的任务。至少在未来2-3年内，人形机器人很难达到与人类工人相同的工作效率。而出现具有实际意义的应用要在5-10年之后。</strong></p></blockquote><p style=\"text-align: justify;\">人形机器人，这个被科技界和资本市场寄予厚望的“未来战士”，真的能如预期般迅速占领工厂车间、走入千家万户吗？高盛27日的一份研报，或许会给过热的预期浇上一盆冷水。</p><p style=\"text-align: justify;\">高盛分析师Jacqueline Du团队在春节后对宇树科技进行了实地调研。结果显示，人形机器人距离真正“上岗”，还有很长的路要走。</p><p style=\"text-align: justify;\">至少在未来2-3年内，人形机器人很难达到与人类工人相同的工作效率。而出现具有实际意义的应用要在5-10年之后。<strong>要实现大规模应用，还需要在软件和硬件上进行多次迭代。</strong></p><p style=\"text-align: justify;\"><strong>高盛预计，到2027年和2032年，全球人形机器人的出货量将分别达到7.6万台和50.2万台。这一增长速度低于市场预期</strong>，表明机器人技术的商业化进程可能比许多人预期的要慢。</p><p style=\"text-align: justify;\">大摩近期发布的报告也指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，<strong>但中国的人形机器人产业正呈现出加速发展的态势。</strong></p><h2 id=\"id_3891191548\" style=\"text-align: start;\">“能跑能跳” ≠ “能干活”，人形机器人商业化之路漫漫</h2><p style=\"text-align: justify;\">宇树科技的H1人形人机器人是此次调研的重点之一。H1展示了强大的硬件性能，能够完成行走、跳舞等动作，并具备出色的自主平衡能力。这种能力主要得益于宇树科技在机器狗开发过程中积累的丰富运动控制经验。</p><p style=\"text-align: justify;\">然而，华丽的动作背后，却隐藏着一个关键问题<strong>：H1只有19个自由度（DoF）。</strong>这意味着，它还无法处理复杂、精细的任务。例如，它无法像人类一样完成精细的操作任务，如组装零件或进行复杂的家务劳动。</p><p style=\"text-align: justify;\">高盛的报告援引公司评论称，<strong>人形机器人在未来2-3年内，很难达到与人类工人相同的工作效率，但有意义的应用可能需要在5-10年的时间跨度内才会出现。</strong></p><p style=\"text-align: justify;\">此外，宇树科技的人形机器人目前仅采用旋转执行器（行星减速齿轮）的硬件设计。<strong>这意味着，要实现大规模应用，还需要在软件和硬件上进行多次迭代。</strong></p><p style=\"text-align: justify;\">那么，家用人形机器人离我们还有多远？王兴兴近期在接受中央广播电视总台记者采访时提到：</p><blockquote><p style=\"text-align: justify;\">“个人感觉在今年年底之前，整个AI的人形机器人会达到一个新的量级。如果顺利的话，到明年或者后年，一些基础的，比如说服务业或者一些工业其实基本可以推起来了，但家用可能会稍微慢一点，因为家用可能对安全性的要求更高，还是会需要技术相对更成熟一点点。”</p></blockquote><p style=\"text-align: justify;\">除了人形机器人，宇树科技的机器狗产品也在调研中展示了其技术实力。宇树科技的机器狗配备了先进的步态控制算法，能够轻松应对复杂地形和危险环境。公司目前每年交付数千台机器狗，广泛应用于巡逻、检查以及危险任务的替代，如火灾救援和变电站、核电站检查。宇树科技在全球四足机器人市场中占据了60%到70%的份额，其中50%的收入来自海外市场。</p><p style=\"text-align: justify;\">然而，<strong>高盛的分析师指出，尽管机器狗在特定场景下表现出色，但其应用场景仍然有限。</strong>宇树科技的机器狗虽然配备了LLM（大型语言模型）API，具备语音控制能力，但目前仍无法实现完全自主操作。这意味着机器狗在复杂环境中的自主决策能力仍然不足，需要人类的干预和指导。</p><h2 id=\"id_3085846988\" style=\"text-align: start;\">“技术迭代” ≠ “奇点降临”：高盛、大摩纷纷谨慎预测</h2><p style=\"text-align: justify;\">高盛的报告指出，尽管机器人技术在过去几年中取得了显著进展，但目前仍不足以实现多任务处理和复杂环境中的自主操作。这意味着人形机器人技术的转折点尚未到来。</p><p style=\"text-align: justify;\"><strong>高盛预计，到2027年和2032年，全球人形机器人的出货量将分别达到7.6万台和50.2万台。这一增长速度低于市场预期</strong>，表明机器人技术的商业化进程可能比许多人预期的要慢。</p><p style=\"text-align: justify;\">在这种背景下，高盛认为，<strong>目前的投资机会主要集中在机器人供应链的组件领域。</strong>特别是执行器组装商和谐波齿轮供应商，由于其产品采用确定性较高且技术壁垒较强，将成为未来投资的重点。</p><p style=\"text-align: justify;\">此前，摩根士丹利的研报也指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，<strong>但中国的人形机器人产业正呈现出加速发展的态势。</strong></p><blockquote><p style=\"text-align: justify;\"><strong>一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。</strong></p><p style=\"text-align: justify;\">领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c422dfe2831b7138ff8be8d6302dbba6\" tg-width=\"1024\" tg-height=\"497\"/></p></blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>调研宇树科技后，高盛称：人形机器人技术拐点仍不明朗，有实际意义的应用至少还要五年</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调研宇树科技后，高盛称：人形机器人技术拐点仍不明朗，有实际意义的应用至少还要五年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 21:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1255676.html><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛认为，人形人机器人H1只有19个自由度，因此仍然无法处理复杂而精细的任务。至少在未来2-3年内，人形机器人很难达到与人类工人相同的工作效率。而出现具有实际意义的应用要在5-10年之后。人形机器人，这个被科技界和资本市场寄予厚望的“未来战士”，真的能如预期般迅速占领工厂车间、走入千家万户吗？高盛27日的一份研报，或许会给过热的预期浇上一盆冷水。高盛分析师Jacqueline Du团队在春节后对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1255676.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/580f8ca06b6d410f296a8f1147095dc5","relate_stocks":{"BK4585":"ETF&股票定投概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A 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Du团队在春节后对宇树科技进行了实地调研。结果显示，人形机器人距离真正“上岗”，还有很长的路要走。至少在未来2-3年内，人形机器人很难达到与人类工人相同的工作效率。而出现具有实际意义的应用要在5-10年之后。要实现大规模应用，还需要在软件和硬件上进行多次迭代。高盛预计，到2027年和2032年，全球人形机器人的出货量将分别达到7.6万台和50.2万台。这一增长速度低于市场预期，表明机器人技术的商业化进程可能比许多人预期的要慢。大摩近期发布的报告也指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，但中国的人形机器人产业正呈现出加速发展的态势。“能跑能跳” ≠ “能干活”，人形机器人商业化之路漫漫宇树科技的H1人形人机器人是此次调研的重点之一。H1展示了强大的硬件性能，能够完成行走、跳舞等动作，并具备出色的自主平衡能力。这种能力主要得益于宇树科技在机器狗开发过程中积累的丰富运动控制经验。然而，华丽的动作背后，却隐藏着一个关键问题：H1只有19个自由度（DoF）。这意味着，它还无法处理复杂、精细的任务。例如，它无法像人类一样完成精细的操作任务，如组装零件或进行复杂的家务劳动。高盛的报告援引公司评论称，人形机器人在未来2-3年内，很难达到与人类工人相同的工作效率，但有意义的应用可能需要在5-10年的时间跨度内才会出现。此外，宇树科技的人形机器人目前仅采用旋转执行器（行星减速齿轮）的硬件设计。这意味着，要实现大规模应用，还需要在软件和硬件上进行多次迭代。那么，家用人形机器人离我们还有多远？王兴兴近期在接受中央广播电视总台记者采访时提到：“个人感觉在今年年底之前，整个AI的人形机器人会达到一个新的量级。如果顺利的话，到明年或者后年，一些基础的，比如说服务业或者一些工业其实基本可以推起来了，但家用可能会稍微慢一点，因为家用可能对安全性的要求更高，还是会需要技术相对更成熟一点点。”除了人形机器人，宇树科技的机器狗产品也在调研中展示了其技术实力。宇树科技的机器狗配备了先进的步态控制算法，能够轻松应对复杂地形和危险环境。公司目前每年交付数千台机器狗，广泛应用于巡逻、检查以及危险任务的替代，如火灾救援和变电站、核电站检查。宇树科技在全球四足机器人市场中占据了60%到70%的份额，其中50%的收入来自海外市场。然而，高盛的分析师指出，尽管机器狗在特定场景下表现出色，但其应用场景仍然有限。宇树科技的机器狗虽然配备了LLM（大型语言模型）API，具备语音控制能力，但目前仍无法实现完全自主操作。这意味着机器狗在复杂环境中的自主决策能力仍然不足，需要人类的干预和指导。“技术迭代” ≠ “奇点降临”：高盛、大摩纷纷谨慎预测高盛的报告指出，尽管机器人技术在过去几年中取得了显著进展，但目前仍不足以实现多任务处理和复杂环境中的自主操作。这意味着人形机器人技术的转折点尚未到来。高盛预计，到2027年和2032年，全球人形机器人的出货量将分别达到7.6万台和50.2万台。这一增长速度低于市场预期，表明机器人技术的商业化进程可能比许多人预期的要慢。在这种背景下，高盛认为，目前的投资机会主要集中在机器人供应链的组件领域。特别是执行器组装商和谐波齿轮供应商，由于其产品采用确定性较高且技术壁垒较强，将成为未来投资的重点。此前，摩根士丹利的研报也指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，但中国的人形机器人产业正呈现出加速发展的态势。一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395113874006080,"gmtCreate":1737473851702,"gmtModify":1737475284366,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"<a 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可以一起收复台湾","listText":"是的 可以一起收复台湾","text":"是的 可以一起收复台湾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382613350285416","repostId":"1172293342","repostType":4,"repost":{"id":"1172293342","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":1734413731,"share":"https://www.laohu8.com/m/news/1172293342?lang=&edition=full","pubTime":"2024-12-17 13:35","market":"us","language":"zh","title":"港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1172293342","media":"老虎资讯综合","summary":"港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。消息面上，特朗普称美中联手可以解决世界上所有问题。","content":"<html><head></head><body><p>港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</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>港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题</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港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题\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\">2024-12-17 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172293342","content_text":"港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。","news_type":1,"symbols_score_info":{"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381121361481896,"gmtCreate":1734078154550,"gmtModify":1734078156246,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"丑死了","listText":"丑死了","text":"丑死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381121361481896","repostId":"1104437493","repostType":4,"repost":{"id":"1104437493","kind":"news","pubTimestamp":1734073897,"share":"https://www.laohu8.com/m/news/1104437493?lang=&edition=full","pubTime":"2024-12-13 15:11","market":"us","language":"zh","title":"终于变了，iPhone 17外观曝光：首次改用条形横置摄像头","url":"https://stock-news.laohu8.com/highlight/detail?id=1104437493","media":"快科技","summary":"多款安卓新机将效仿。","content":"<html><head></head><body><p>挤了多年牙膏的iPhone，终于要改外观了。</p><p style=\"text-align: start;\">综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，<strong>从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。</strong></p><p style=\"text-align: start;\">此前，MR、The Information等媒体也报道称，<strong>iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9666f79d2a6c16c1c23c83e26570d5ff\" title=\"iPhone 17外观示意图\" tg-width=\"600\" tg-height=\"338\"/><span>iPhone 17外观示意图</span></p><p><strong>据悉，iPhone 17系列将有以下8项显著变化：</strong></p><p style=\"text-align: start;\"><strong>一、铝壳</strong></p><p style=\"text-align: start;\">有消息指称，iPhone 17 Pro系列机身将采用铝制框架。 做为比较，iPhone 15 Pro与iPhone 16 Pro采用的是钛金属材质，而iPhone X至iPhone 14 Pro则是采用不锈钢框架。</p><p style=\"text-align: start;\"><strong>iPhone 17 Pro的背壳可能会采用半铝、半玻璃的设计方式。</strong></p><p style=\"text-align: start;\"><strong>二、条形横置摄像头</strong></p><p style=\"text-align: start;\">除了铝制金属机身，iPhone 17 Pro的相机模组也将由铝制成， 且与现有的相机模组外观相比，<strong>iPhone 17 Pro的相机模组将会是一个“更大的矩形凸块”，也就是目前我们看到的条形横置摄像头。</strong>当然具体设计细节还有待确认。</p><p style=\"text-align: start;\"><strong>三、A19 Pro芯片</strong></p><p style=\"text-align: start;\">iPhone 17 Pro预计会采用苹果下一代的A19 Pro芯片，有消息指称，新芯片将采用台积电更新的第三代3纳米制程。</p><p style=\"text-align: start;\">与过去的策略一样，A19 Pro预计会比上一代芯片，在效能与功耗方面略有提升。</p><p style=\"text-align: start;\"><strong>四、苹果自研Wi-Fi 7芯片</strong></p><p style=\"text-align: start;\">有消息指称，至少会有一款iPhone 17型号搭载苹果自研Wi-Fi 7芯片，而不是采用博通的产品。</p><p style=\"text-align: start;\"><strong>五、2400万像素前置镜头</strong></p><p style=\"text-align: start;\">据悉，<strong>四款iPhone 17型号都会配备升级的2400万像素前置镜头</strong>，在视像会议、视像通话可获得更好的画质。 目前所有iPhone 16型号前置镜头均为1200万像素镜头。</p><p style=\"text-align: start;\"><strong>六、4800万像素长焦镜头</strong></p><p style=\"text-align: start;\">此外，iPhone 17 Pro系列机款将采用4800万像素长焦镜头，规格高于iPhone 16 Pro所采用的1200万像素长焦镜头。</p><p style=\"text-align: start;\"><strong>七、12GB内存</strong></p><p style=\"text-align: start;\">早先有传闻指称，苹果预计会在iPhone 17 Pro Max上首次搭载12GB内存，但后来又有消息指出iPhone 17 Pro也将会有一样的配置。内存容量的升级，将有助于提升Apple Intelligence和多任务处理的效能。</p><p style=\"text-align: start;\">目前所有iPhone 16型号均搭载8GB内存。</p><p style=\"text-align: start;\"><strong>八、iPhone 17 Pro Max灵动岛</strong></p><p style=\"text-align: start;\">iPhone 17 Pro Max将有一个独特的设计变化，<strong>机身正面的灵动岛将会缩得更窄、更细小</strong>。 新机将搭载苹果最新研发的Metalens技术，使得Face ID系统的显示区域变得更加紧凑，进一步改进屏幕的使用面积。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe12d3f00e47433567726e1ee37a88e\" title=\"\" tg-width=\"600\" tg-height=\"600\"/></p></body></html>","source":"kkj","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>终于变了，iPhone 17外观曝光：首次改用条形横置摄像头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n终于变了，iPhone 17外观曝光：首次改用条形横置摄像头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/1019/1019070.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>挤了多年牙膏的iPhone，终于要改外观了。综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。此前，MR、The Information等媒体也报道称，iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。iPhone ...</p>\n\n<a href=\"https://news.mydrivers.com/1/1019/1019070.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31987b79322c2ad201f6d8a31c1a0848","relate_stocks":{"AAPL":"苹果"},"source_url":"https://news.mydrivers.com/1/1019/1019070.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104437493","content_text":"挤了多年牙膏的iPhone，终于要改外观了。综合多个消息源线索，iPhone 17系列的ID设计将迎来重要改变。据爆料，从供应链物料看，iPhone 17系列确实改成了条形横置摄像头设计，镜头排列细节暂时欠奉，明年也有不少安卓新机改成了这种设计。此前，MR、The Information等媒体也报道称，iPhone 17系列将采用更大的矩形后置摄像头设计，一改沿用多年的方形镜头模组。iPhone 17外观示意图据悉，iPhone 17系列将有以下8项显著变化：一、铝壳有消息指称，iPhone 17 Pro系列机身将采用铝制框架。 做为比较，iPhone 15 Pro与iPhone 16 Pro采用的是钛金属材质，而iPhone X至iPhone 14 Pro则是采用不锈钢框架。iPhone 17 Pro的背壳可能会采用半铝、半玻璃的设计方式。二、条形横置摄像头除了铝制金属机身，iPhone 17 Pro的相机模组也将由铝制成， 且与现有的相机模组外观相比，iPhone 17 Pro的相机模组将会是一个“更大的矩形凸块”，也就是目前我们看到的条形横置摄像头。当然具体设计细节还有待确认。三、A19 Pro芯片iPhone 17 Pro预计会采用苹果下一代的A19 Pro芯片，有消息指称，新芯片将采用台积电更新的第三代3纳米制程。与过去的策略一样，A19 Pro预计会比上一代芯片，在效能与功耗方面略有提升。四、苹果自研Wi-Fi 7芯片有消息指称，至少会有一款iPhone 17型号搭载苹果自研Wi-Fi 7芯片，而不是采用博通的产品。五、2400万像素前置镜头据悉，四款iPhone 17型号都会配备升级的2400万像素前置镜头，在视像会议、视像通话可获得更好的画质。 目前所有iPhone 16型号前置镜头均为1200万像素镜头。六、4800万像素长焦镜头此外，iPhone 17 Pro系列机款将采用4800万像素长焦镜头，规格高于iPhone 16 Pro所采用的1200万像素长焦镜头。七、12GB内存早先有传闻指称，苹果预计会在iPhone 17 Pro Max上首次搭载12GB内存，但后来又有消息指出iPhone 17 Pro也将会有一样的配置。内存容量的升级，将有助于提升Apple Intelligence和多任务处理的效能。目前所有iPhone 16型号均搭载8GB内存。八、iPhone 17 Pro Max灵动岛iPhone 17 Pro Max将有一个独特的设计变化，机身正面的灵动岛将会缩得更窄、更细小。 新机将搭载苹果最新研发的Metalens技术，使得Face ID系统的显示区域变得更加紧凑，进一步改进屏幕的使用面积。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380818593689816,"gmtCreate":1733982454010,"gmtModify":1733982456549,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"themes":[],"htmlText":"各种小作文寓意着特斯拉要回调了[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"各种小作文寓意着特斯拉要回调了[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"各种小作文寓意着特斯拉要回调了[捂脸] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380818593689816","repostId":"1130962768","repostType":4,"repost":{"id":"1130962768","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":1733974530,"share":"https://www.laohu8.com/m/news/1130962768?lang=&edition=full","pubTime":"2024-12-12 11:35","market":"us","language":"zh","title":"四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1130962768","media":"老虎资讯综合","summary":"但第四季度形势好转，股价超越了“七巨头”其他成员。电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。换句话说，我相信特斯拉股价还有进一步上涨的空间。Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。","content":"<html><head></head><body><ul style=\"\"><li><p>自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；</p></li><li><p>马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；</p></li></ul><p>今年年初，艰难的局面导致<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。</p><p>最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d0654207b819197210ab89b873a675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。</p><p>知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间</p><p>特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c8d8f1b09c66eaf0b44f7da8d12b8c\" title=\"特斯拉首席执行官埃隆·马斯克\" tg-width=\"700\" tg-height=\"500\"/><span>特斯拉首席执行官埃隆·马斯克</span></p><p>以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：</p><h3 id=\"id_262539083\">1. 马斯克豪赌特朗普</h3><p>马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。</p><p>尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。</p><p>“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。</p><p>马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。</p><p>在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。</p><p>Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。</p><p>此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。</p><h3 id=\"id_1074670918\">2. 销量恢复增长</h3><p>2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。</p><p>对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。</p><p>然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。</p><p>在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。</p><p>如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。</p><h3 id=\"id_3422670598\">3. 特朗普的关税提案可能利好特斯拉</h3><p>尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。</p><p>特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。</p><p>如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。</p><p>“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。</p><h3 id=\"id_363638579\">4. <a href=\"https://laohu8.com/S/GM\">通用汽车</a>退出Robotaxi市场</h3><p>通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。</p><p>通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。</p><p>然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。</p><p>DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。</p><p>“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。</p><p>这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。</p><p>“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/<a href=\"https://laohu8.com/S/300024\">机器人</a>技术相关的长期机会。”<a href=\"https://laohu8.com/S/GS\">高盛</a>在周二的报告中写道。</p><p><em>本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. Here are 4 things going right for Elon Musk&#39;s carmaker.》</em></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>四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n四大积极因素助力特斯拉股价狂飙！知名分析师：后市还有很大上涨空间\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\">2024-12-12 11:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；</p></li><li><p>马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；</p></li></ul><p>今年年初，艰难的局面导致<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。</p><p>最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d0654207b819197210ab89b873a675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。</p><p>知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间</p><p>特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c8d8f1b09c66eaf0b44f7da8d12b8c\" title=\"特斯拉首席执行官埃隆·马斯克\" tg-width=\"700\" tg-height=\"500\"/><span>特斯拉首席执行官埃隆·马斯克</span></p><p>以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：</p><h3 id=\"id_262539083\">1. 马斯克豪赌特朗普</h3><p>马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。</p><p>尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。</p><p>“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。</p><p>马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。</p><p>在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。</p><p>Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。</p><p>此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。</p><h3 id=\"id_1074670918\">2. 销量恢复增长</h3><p>2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。</p><p>对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。</p><p>然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。</p><p>在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。</p><p>如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。</p><h3 id=\"id_3422670598\">3. 特朗普的关税提案可能利好特斯拉</h3><p>尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。</p><p>特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。</p><p>如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。</p><p>“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。</p><h3 id=\"id_363638579\">4. <a href=\"https://laohu8.com/S/GM\">通用汽车</a>退出Robotaxi市场</h3><p>通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。</p><p>通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。</p><p>然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。</p><p>DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。</p><p>“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。</p><p>这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。</p><p>“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/<a href=\"https://laohu8.com/S/300024\">机器人</a>技术相关的长期机会。”<a href=\"https://laohu8.com/S/GS\">高盛</a>在周二的报告中写道。</p><p><em>本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. Here are 4 things going right for Elon Musk&#39;s carmaker.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130962768","content_text":"自10月“Robotaxi”活动以来，特斯拉股价飙升了78%，超越了主要科技股和纳斯达克100指数；马斯克与当选总统特朗普的关系，以及公司对Robotaxi市场的雄心助推了股价的上涨；今年年初，艰难的局面导致特斯拉股价大幅下跌。但第四季度形势好转，股价超越了“七巨头”其他成员。最近几个月，特斯拉在许多方面表现出色，股价创出历史新高，自10月的“Robotaxi”活动以来已上涨78%。与此同时，表现第二好的“七巨头”是亚马逊，股价上涨约23%；接着是谷歌母公司Alphabet，上涨20%。特斯拉的涨幅远远超过纳斯达克100指数的7%。电动车制造商特斯拉的股价表现大幅领先，反映出公司前景的改善，以及埃隆·马斯克与当选总统特朗普之间的关系日益密切。知名科技分析师Gene Munster周二在X平台上表示：目前有五家公司市值超过2万亿美元——苹果、亚马逊、谷歌、微软和英伟达——而我认为市值为1.3万亿美元的特斯拉可能是其中最具创新力的公司。换句话说，我相信特斯拉的市值还有很大增长空间特斯拉投资者对于马斯克建立Robotaxi网络的宏伟计划持积极态度，同时，马斯克对当选总统特朗普的大手笔政治投资似乎也取得了成效。与此同时，特斯拉的汽车竞争对手在这一年里显得威胁较小。特斯拉首席执行官埃隆·马斯克以下是投资者认为特斯拉在2024年年底前取得的所有积极进展：1. 马斯克豪赌特朗普马斯克通过大额政治捐款以及在线和竞选活动中的公开支持，全力押注特朗普。他的努力很快得到了回报。特朗普任命马斯克为新成立的“政府效率部”的联合负责人，并多次在马阿拉歌庄园与马斯克共同露面。尽管市场对这种关系可能为马斯克和特斯拉带来的好处存有争议，但投资者越来越将其视为积极的信号。“最近的股市狂热很大程度上源于埃隆·马斯克与特朗普总统的‘兄弟情’。”Yardeni Research在周二的一份报告中这样形容特斯拉近期的股价涨幅。马斯克似乎得到了特朗普的信任，而这最终可能会转化为有利于马斯克业务的政策。在特朗普赢得大选后，有报道称特朗普第二任期可能会放宽自动驾驶汽车的相关法规，为没有方向盘或脚踏板的汽车销售铺平道路，这与特斯拉在10月推出的Robotaxi车型类似。Wedbush Strategies的分析师丹·艾夫斯将特斯拉的目标股价上调，称特朗普的胜利是“游戏规则改变者”，特别是在放松法规以加速自动驾驶野心方面。此外，有报道称，特朗普过渡团队计划取消电动车税收抵免。虽然这可能会影响特斯拉，但据称特斯拉支持这一政策，因为取消补贴可能对Rivian和Lucid等竞争对手的打击更大。2. 销量恢复增长2024年对特斯拉来说是销售增长的艰难一年，公司预计今年的交付量与2023年持平。对于一家长期预计年均增长率为50%的公司来说，销售增长的突然停滞在上半年对股价造成了压力。然而，马斯克最近的预测表明，特斯拉在2025年可能会迎来销售的强劲反弹。在特斯拉第三季度财报电话会议上，马斯克预测公司汽车销售将增长30%。如果特斯拉能达到这一目标，明年预计将交付多达230万辆汽车。如此强劲的增长势头可能会重新激发投资者的兴趣，并支持公司的高估值。3. 特朗普的关税提案可能利好特斯拉尽管市场担心特朗普引发的贸易战可能会对整体股市造成影响，但投资者认为关税可能会让特斯拉在与外国竞争对手的较量中占得先机。特斯拉的大部分制造活动都在美国，这意味着对进口车征收关税最终可能会通过提高外国电动车的价格，使特斯拉在美国的销量受益。如果关税政策实施，美国消费者购买外国电动车的成本将高于特斯拉汽车，从而为马斯克的公司提供竞争优势。“美国和欧盟对中国电动车出口征收关税是一个实实在在的结果，这应该有助于支持公司的增长预期。”Yardeni Research表示。4. 通用汽车退出Robotaxi市场通用汽车周二表示，将缩减通过其自动驾驶子公司Cruise开展的Robotaxi网络计划。通用汽车首席执行官玛丽·博拉（Mary Barra）曾设想其Robotaxi部门到2030年能为公司带来500亿美元的收入。然而，通用汽车决定不再将Cruise的自动驾驶技术整合到未来的汽车中，并放弃推出完全自动化Robotaxi网络的计划。DeepWater的吉恩·蒙斯特表示，这对特斯拉来说是一个好消息。“这进一步证明了Robotaxi市场将是‘赢家通吃’。可能的赢家是特斯拉和Waymo。”蒙斯特在X平台上表示。这一点至关重要，因为特斯拉的高估值很大程度上依赖于其Robotaxi的雄心。因此，特斯拉在这一领域的任何进展，尤其是相对于竞争对手的进展，都可能有助于巩固其高估值。“我们还认为，由于市场对潜在AI受益者的广泛兴趣，特斯拉的股票可能会维持更高的估值倍数，以反映与FSD（全自动驾驶）/机器人技术相关的长期机会。”高盛在周二的报告中写道。本文编译自 BUSINESS INSIDER 《Tesla stock is suddenly crushing the rest of the Magnificent 7. 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