牛妞婆的个人主页 - 老虎社区

牛妞婆

牛妞婆

美股新人

IP属地：江苏

45关注

3粉丝

6主题

0勋章

10-31

$明略科技-W(02718)$ 不支持暗盘交易，电话使劲儿不接

10-16

[开心] [开心] [开心] [开心] 赚钱不多200刀也开心

10-15

🐯仔跟我关系最好！继续啦！

09-29

如愿

09-23

海景别墅🏠来吧！

08-19

翻倍增长💪

07-09

$FORTIOR(01304)$ 打新🥇

07-09

$FORTIOR(01304)$ 原本想自留的，没忍住见💰眼开！

07-06

这么长时间了吗？

06-30

椰子水前两年销售那么好、没钱买房的年轻人买得起，没道理2025年卖不出去。可惜没中😝

06-24

Replying to @名咪个好:三花涨了呀！//@名咪个好:试试 $泰德医药(03880)$ ，争取把 $三花智控(02050)$ 和 $海天味业(03288)$ 亏的手续费赚回来 [流泪] [流泪]

2024-08-10

持仓主力是玩散户那种

2024-06-06

不是因为回购消息吗！

抱歉，原内容已删除

2024-03-14

$特斯拉(TSLA)$ 能看到100刀吗？all in😆估计没这么淡定，特别喜欢追例如166了

2024-03-06

喜欢的依旧喜欢；观望的依旧观望！

2024-02-22

说说你对这篇新闻的看法...

抱歉，原内容已删除

2023-12-13

等着出保姆家政版买一个回来

特斯拉人形机器人第二代亮相！灵活性大幅跃升

2023-07-07

我等

朱晓彤减持近70万美元特拉斯股票

2023-05-17

机器人我会买

特斯拉两款新车要来了！人形机器人能卖100亿个？

2020-08-21

$台积电(TSM)$看涨

去老虎APP查看更多动态

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10:56","market":"us","language":"zh","title":"特斯拉人形机器人第二代亮相！灵活性大幅跃升","url":"https://stock-news.laohu8.com/highlight/detail?id=2391158438","media":"华尔街见闻","summary":"步行速度提升30%，平衡感和身体控制能力有所改善。","content":"<html><head></head><body><p style=\"text-align: justify;\">12月13日，特斯拉在X上放出特斯拉人形机器人“擎天柱2代”（Optimus Gen2）的新演示视频。</p><p style=\"text-align: justify;\">相比早前展示的原型，Optimus Gen2似乎在重量、灵活性等方面都有显著进步。有分析人士认为，以目前的速度迭代下去，Optimus机器人可能很快就能在许多领域取代人工。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86645117a1cbeba96593d6d671283d99\" tg-width=\"640\" tg-height=\"330\"/></p><h2 id=\"id_2303534416\" style=\"text-align: start;\">更精致、更灵活的人形机器人</h2><p style=\"text-align: justify;\">相比看起来像半成品、只能勉强走路和挥手的初代Optimus机器人，Optimus Gen2造型十分精致。</p><p style=\"text-align: justify;\">特斯拉表示，Optimus Gen2的行走速度提高了30%，虽然在视频里面看还是有些步履蹒跚，但特斯拉展示的稳定行走能力或已经可以在商业场景中派上用场。</p><p style=\"text-align: justify;\">此外，特斯拉还表示，Optimus Gen2在提高平衡性的同时，重量减轻了 10 公斤。</p><p style=\"text-align: justify;\">在视频演示中，可以看到 Optimus Gen 2 一边完成深蹲动作一边保持平衡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1c44a7af2a94835f73b5f1dc8239c76\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">制造人形机器人最大的挑战就是手。机器人的手需要足够强大，能够支撑相当大的重量，同时又能够足够精确地处理精细任务。</p><p style=\"text-align: justify;\">Optimus Gen 2似乎对手部进行了一次全面升级，手臂和双手可以像人类一样移动，而且动作精准，甚至能处理鸡蛋等易碎物品，如下图：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094bc727bb0e4b8e73640d59526e5b3e\" tg-width=\"552\" tg-height=\"296\"/></p><h2 id=\"id_3023117468\" style=\"text-align: start;\">商业化落地进程有望加速</h2><p style=\"text-align: justify;\">中信证券指出，Optimus Gen2使用了全新的足部力及力矩传感（该机构推测是六维力矩传感器）以及全新11自由度灵巧手，响应更快，同时还具备了手指触觉传感器，相比Gen1灵活性大幅提升，商业化落地进程有望加速。</p><p style=\"text-align: justify;\">马斯克此前曾表示，Optimus机器人的价值被市场“极度低估”，他预计需求量可能高达 100 亿至 200 亿台。</p><p style=\"text-align: justify;\">他甚至自信地预测，Optimus 将占据“特斯拉长期价值的大部分”。</p><p style=\"text-align: justify;\">特斯拉目前计划现在自己的制造业务中使用Optimus机器人，然后再逐步推广到更大的市场上。</p><p style=\"text-align: justify;\">至少从目前展示的视频来看，马斯克的愿景并不算遥远。在未来几年里，Optimus就可能会拥有跳跃能力，能爬楼梯、搬更重的物品，在更强大的人工智能加持下，特斯拉在慢慢完成AGI的一块重要拼图。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉人形机器人第二代亮相！灵活性大幅跃升</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特斯拉人形机器人第二代亮相！灵活性大幅跃升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-13 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3704132><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月13日，特斯拉在X上放出特斯拉人形机器人“擎天柱2代”（Optimus Gen2）的新演示视频。相比早前展示的原型，Optimus Gen2似乎在重量、灵活性等方面都有显著进步。有分析人士认为，以目前的速度迭代下去，Optimus机器人可能很快就能在许多领域取代人工。更精致、更灵活的人形机器人相比看起来像半成品、只能勉强走路和挥手的初代Optimus机器人，Optimus Gen2造型十分...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3704132\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8b4e8b3be1d06d5090696d8755bb185","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3704132","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2391158438","content_text":"12月13日，特斯拉在X上放出特斯拉人形机器人“擎天柱2代”（Optimus Gen2）的新演示视频。相比早前展示的原型，Optimus Gen2似乎在重量、灵活性等方面都有显著进步。有分析人士认为，以目前的速度迭代下去，Optimus机器人可能很快就能在许多领域取代人工。更精致、更灵活的人形机器人相比看起来像半成品、只能勉强走路和挥手的初代Optimus机器人，Optimus Gen2造型十分精致。特斯拉表示，Optimus Gen2的行走速度提高了30%，虽然在视频里面看还是有些步履蹒跚，但特斯拉展示的稳定行走能力或已经可以在商业场景中派上用场。此外，特斯拉还表示，Optimus Gen2在提高平衡性的同时，重量减轻了 10 公斤。在视频演示中，可以看到 Optimus Gen 2 一边完成深蹲动作一边保持平衡。制造人形机器人最大的挑战就是手。机器人的手需要足够强大，能够支撑相当大的重量，同时又能够足够精确地处理精细任务。Optimus Gen 2似乎对手部进行了一次全面升级，手臂和双手可以像人类一样移动，而且动作精准，甚至能处理鸡蛋等易碎物品，如下图：商业化落地进程有望加速中信证券指出，Optimus Gen2使用了全新的足部力及力矩传感（该机构推测是六维力矩传感器）以及全新11自由度灵巧手，响应更快，同时还具备了手指触觉传感器，相比Gen1灵活性大幅提升，商业化落地进程有望加速。马斯克此前曾表示，Optimus机器人的价值被市场“极度低估”，他预计需求量可能高达 100 亿至 200 亿台。他甚至自信地预测，Optimus 将占据“特斯拉长期价值的大部分”。特斯拉目前计划现在自己的制造业务中使用Optimus机器人，然后再逐步推广到更大的市场上。至少从目前展示的视频来看，马斯克的愿景并不算遥远。在未来几年里，Optimus就可能会拥有跳跃能力，能爬楼梯、搬更重的物品，在更强大的人工智能加持下，特斯拉在慢慢完成AGI的一块重要拼图。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195374107336928,"gmtCreate":1688721090187,"gmtModify":1688721091655,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"我等","listText":"我等","text":"我等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195374107336928","repostId":"1121529178","repostType":2,"repost":{"id":"1121529178","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":1688690384,"share":"https://www.laohu8.com/m/news/1121529178?lang=&edition=full","pubTime":"2023-07-07 08:39","market":"us","language":"zh","title":"朱晓彤减持近70万美元特拉斯股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1121529178","media":"老虎资讯综合","summary":"7月7日，$特斯拉(TSLA)$高级副总裁朱晓彤向美国证券交易委员会报告了一笔内幕股票交易。文件显示，其在7月3日减持2500股特斯拉股票，价值690,875美元。特斯拉股价在过去一个月上涨了25%。","content":"<html><head></head><body><p>7月7日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高级副总裁朱晓彤向美国证券交易委员会报告了一笔内幕股票交易。文件显示，其在7月3日减持2500股特斯拉股票，价值690,875美元。特斯拉股价在过去一个月上涨了25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21574b550057f526468f8676082e3afe\" tg-width=\"1920\" tg-height=\"857\"/></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>朱晓彤减持近70万美元特拉斯股票</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; 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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朱晓彤减持近70万美元特拉斯股票\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\">2023-07-07 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月7日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高级副总裁朱晓彤向美国证券交易委员会报告了一笔内幕股票交易。文件显示，其在7月3日减持2500股特斯拉股票，价值690,875美元。特斯拉股价在过去一个月上涨了25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21574b550057f526468f8676082e3afe\" tg-width=\"1920\" tg-height=\"857\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121529178","content_text":"7月7日，特斯拉高级副总裁朱晓彤向美国证券交易委员会报告了一笔内幕股票交易。文件显示，其在7月3日减持2500股特斯拉股票，价值690,875美元。特斯拉股价在过去一个月上涨了25%。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652360944,"gmtCreate":1684296706188,"gmtModify":1684296707766,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"机器人我会买","listText":"机器人我会买","text":"机器人我会买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652360944","repostId":"1192816885","repostType":2,"repost":{"id":"1192816885","kind":"news","pubTimestamp":1684292228,"share":"https://www.laohu8.com/m/news/1192816885?lang=&edition=full","pubTime":"2023-05-17 10:57","market":"us","language":"zh","title":"特斯拉两款新车要来了！人形机器人能卖100亿个？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192816885","media":"电动星球News","summary":"股东大会更像是特斯拉官宣「挖坑」。","content":"<html><head></head><body><p>作者：毓肥</p><p style=\"text-align: justify;\">今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。</p><p style=\"text-align: justify;\">这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。</p><p style=\"text-align: justify;\">今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。</p><p style=\"text-align: justify;\">不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：</p><blockquote>新平台会有两款车型，目标年销量 500 万以上；</blockquote><blockquote>上海+加州的电池工厂已经就绪，各自 40GWh 的产能；</blockquote><blockquote>前 CTO JB Straubel 进入特斯拉董事会；</blockquote><blockquote>Optimus 机器人新进展，马斯克预测「每两个人买一台」。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/006a688047c7e0908b25538901a54fef\" tg-width=\"1080\" tg-height=\"609\"/></p><p><strong> </strong></p><p style=\"text-align: justify;\">从观察者的角度总结一下，今天的股东大会更像是特斯拉官宣「挖坑」，从两款新车型，到 Cybertruck，甚至是 Tesla Energy 和 Tesla Bot 。</p><p style=\"text-align: justify;\">这些「坑」马斯克打算什么时候填？股东大会还有哪些猛料？</p><p style=\"text-align: justify;\">下面开始。</p><h2 style=\"text-align: start;\">不止两款新车</h2><p style=\"text-align: justify;\">「新一代平台会有两款新车」，说这句话之前，马斯克刚强调新平台「短期内不会发布，需要更多准备」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b66afe09dec6080991c70639efe1b3a0\" tg-width=\"1080\" tg-height=\"613\"/></p><p> </p><p style=\"text-align: justify;\">虽然还没到正式见面的时候，但两个月前，马斯克已经在投资人日上公布了海量前瞻信息：</p><p style=\"text-align: justify;\">首先是动力单元，特斯拉动力系统副总裁 Colin Campbell 表示，这套自研的电驱系统是友商「甚至看不到车尾灯」级别的先进。</p><p style=\"text-align: justify;\">具体到技术指标，新电驱号称在同样效率下减少了 75% 的碳化硅使用，同时兼容所有电化学体系，生产所需的工厂足迹节约了 50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef52a5f6f6e6f97741e58c64e4a024c6\" tg-width=\"1080\" tg-height=\"615\"/></p><p style=\"text-align: justify;\">与此同时，新电驱会使用新一代无稀土电机，这也是各大传统主机厂下一代电机的探索方向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d0f16116836513c880033848c841a0b\" tg-width=\"1080\" tg-height=\"617\"/></p><p style=\"text-align: justify;\">最终这套电驱的总成本，相比前代减少了约 1000 美元，约合 6869 元——对于定位 2.5 万美元的车来说，仅电驱的成本节约，就占了总价的 4%。</p><p style=\"text-align: justify;\">其次是电子电气架构，特斯拉从 Model S 开始的自研整车控制器，到新车型会达到全新的比例——100% 控制器自研，对比下 Model Y 是 61%，Cybertruck 「也就」81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d05e72651fe90658e758bec66cf5e9f\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">另一方面，Cybertruck、Optimus 以及下一代新车，将会把整车低压电路从 12V 全部升级到 48V，由此带来更低的电流，以及线材的节约。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ee6792e4377860eaf7a39fa2ee0f9a1\" tg-width=\"1080\" tg-height=\"614\"/></p><p style=\"text-align: justify;\">总的来说，下一代特斯拉新车依然朝极致效率狂奔。低成本是结果，本质上它代表的，依然是特斯拉疯狂且大胆的垂直整合能力，以及工程制造能力。</p><p style=\"text-align: justify;\">回到今天的股东大会，马斯克表示新平台会有两款车型——这张轮廓图预计只是其中一款。</p><p style=\"text-align: justify;\">他认为这两款车将会占据特斯拉未来销量的重要部分，「大概会达到 500 万辆每年」。</p><p style=\"text-align: justify;\">每款车 250 万级别的年销量，意味着特斯拉在按照「全球单车型销冠」的地步打造新平台产品——考虑到 Colin Campbell 将新平台形容为「一骑绝尘」，这种自信是必须的。</p><p style=\"text-align: justify;\">聊到新车，除了新平台，特斯拉手头还有两个坑要填——Cybertruck 和 Roadster。</p><p></p><p style=\"text-align: justify;\">马斯克表示 Cybertruck 已经是他每天上班开的车，至于交付具体时间，他只展示了一张 PPT：「今年晚些时候」。</p><p style=\"text-align: justify;\">后面问答环节被问到 Cybertruck 进展的时候，他大概「猜测」了一下：「也许年产量会到 25-50 万台？」</p><p style=\"text-align: justify;\">至于 Roadster，他表示今年内会完成工程设计，明年开启量产——这意味着 Roadster 又是一台重新设计的产品，或者说特斯拉特色的「忒修斯之船」。</p><p style=\"text-align: justify;\">「Roadster 不会对我们的利润和营收贡献太多，它不是蛋糕上面的糖霜，它是糖霜上面的樱桃——但它真的很棒！」</p><h2 style=\"text-align: start;\">FSD+Optimus，两大潜力股？</h2><p style=\"text-align: justify;\">Tesla Bot Optimus 能干的活更多了。</p><p style=\"text-align: justify;\">股东大会上公布的最新视频（真的很新，Optimus 团队昨晚才拍的，通宵赶出来）里，Optimus 相比上一次亮相实现的进展有：</p><p style=\"text-align: justify;\">电机扭矩控制，力度控制更精确；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d18e1fbd38c4f1045df896c3193623fb\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">环境探索+记忆，就是更会看路，同时记得自己走过哪里；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1652ee1fd2ae57ce81a3a7a73b45cca5\" tg-width=\"1080\" tg-height=\"613\"/></p><p style=\"text-align: justify;\">根据人类动作范例训练 AI；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a980a72e9279785a8b88db6988bd99b4\" tg-width=\"1080\" tg-height=\"604\"/></p><p style=\"text-align: justify;\">端到端的动作操控：输入摄像头数据，输出促动器、关节的移动角度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0af3f2b4b76d9ccf853eb2b499cee0c\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">马斯克表示，研发 Optimus 之初，他们发现市面上完全没有符合团队要求的电机、关节、促动器、控制器，所以是「被迫全栈自研」。</p><p style=\"text-align: justify;\">至于 Optimus AI 能力的进化，他总结为「自动驾驶正在越来越接近真实世界的人工智能，所以完全可以和人形机器人之间无缝转换——就像人类平时也用手脚活动，但人类还会开车、开飞机、骑马。」</p><p style=\"text-align: justify;\">这算是「万物基于端到端」了。</p><p style=\"text-align: justify;\">聊到量产，马斯克认为人们完全低估了人形机器人的意义和市场潜力，「如果通用的人形机器人上市了，它相较于人类的效率提升会达到多少？每个人都会想要一台，甚至不止一台。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2176c320260b6af9c5d3f183c58b52d\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">基于此，他认为人形机器人的市场潜力可能是「疯狂的」：「100 亿台？200 亿台？肯定会比汽车多多了。」</p><p style=\"text-align: justify;\">「特斯拉最主要的长期价值，就在于 Optimus」，马斯克这样总结——考虑到「人工智能公司」的定位，这判断没问题，问题在于特斯拉的长期有多长？</p><p style=\"text-align: justify;\">另外很重要的长期价值，还在于 FSD。</p><p style=\"text-align: justify;\">截止到今天，特斯拉 FSD 的累计行驶里程已经接近 2 亿英里（3.2 亿公里）。从官方 PPT 里可以看到，FSD 行驶里程曲线在 3 月份迎来了一次「加速」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6e7b19b7c98fa37e9e23345f2b07471\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">这当然不是 FSD 降价了——3 月 7 号的 11.3.1 版本统一了高速和城区的技术栈，取代了过去 4 年的 NOA 技术栈，将 FSD Beta 的可用场景大幅度扩展，因此才有了累积速度的加快。</p><p style=\"text-align: justify;\">「我们现在距离完整的端到端 ‘video in control out’，也就是每一个环节都用神经网络，还差最后一块拼图，也就是规控模块」，马斯克再次强调「真正的无人驾驶」是远超人类驾驶的安全。</p><p style=\"text-align: justify;\">另一方面，让数百万辆汽车通过软件升级的方式，拥有无人驾驶能力，他认为是史上最大规模的一次「资产增值」。</p><p style=\"text-align: justify;\">那什么时候才会向公众推送「真正的无人驾驶」？马斯克在问答环节说最重要的条件还是「安全」。</p><p style=\"text-align: justify;\">另一个问题是 FSD 的利润潜力，他表示软件整体的利润率都相当可观，「一辆普通汽车可能利润率大概是 20-25%，但 FSD 这样的软件，可以达到 80% 的利润率」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bd3a3123db1e2f5a07d45d3a4151cac\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\">这一判断跟马斯克强调了 4 年（从发布 HW 3.0 的 Autonomus Day 算起）的「自动驾驶汽车共享」强相关，他今天说「FSD 能让你的车从每周使用 7 小时，提升至每周 50 小时」。</p><p style=\"text-align: justify;\">到了那个时候，一切软件的想象空间都非常大，「比如 Steam 这样的游戏平台、软件程序，都会有很大的机会」。</p><h2 style=\"text-align: start;\">从上海到加州</h2><p style=\"text-align: justify;\">聊到这里，今天股东大会的信息增量就差不多了。</p><p style=\"text-align: justify;\">最后这一段我们就着一些 PPT 和问答环节的摘录，聊聊过去一年特斯拉在总体规划上的成就，以及一些新的规划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbd17f6c81354708517f523877d72fd\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">首先是上海和加州两家储能电池工厂，负责生产 Megapack 产品相关电池。其中加州的已经投产使用，正在往 40GWh 产能爬坡；上海则是在建规划 40GWh 产能。</p><p style=\"text-align: justify;\">而 2022 年特斯拉储能业务总装机量，也「才」8GWh 左右，2022 年全球新型储能项目累计装机量，也不过 45.7GWh。</p><p style=\"text-align: justify;\">这意味着目前 80GWh 的规划总产能，已经相当于全球市场规模的 1.8 倍——不过马斯克对全球储能业务增量相当有信心，去年这个时候他表示 2030 年要达到 1500GWh 装机目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a45a3a52b36d04cd9f3b87a48cfb5e1b\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">另一家在建工厂是位于奥斯丁的锂矿精炼厂，规划高达 60GWh 的年产能（官方另一个数据是每年满足 100 万辆车），并且今年年底就将投入使用。</p><p style=\"text-align: justify;\">马斯克表示高度自研和垂直整合，目标依然是为了制造更多人负担得起的纯电汽车——2023 年一辆 Model 3 的每英里总成本，在美国已经比一台卡罗拉更低了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b91b1c7c986d563e86edf04280ffc3eb\" tg-width=\"1080\" tg-height=\"606\"/></p><p style=\"text-align: justify;\">而即使成本和价格不断降低，特斯拉目前还是唯一一个盈利的纯电汽车制造商，同时去年实现了全球最高的营业利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2633cbda066393214e6293cee3134dd1\" tg-width=\"1080\" tg-height=\"606\"/></p><p style=\"text-align: justify;\">事实上特斯拉真正开始赚钱（净利润为正），也就是 2020 以来，成立接近 17 年后的事情。</p><p style=\"text-align: justify;\">最后聊一个人：前特斯拉 CTO JB Straubel。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4542aeb6f1d0581d5d51d0ad2cfa4adb\" tg-width=\"1023\" tg-height=\"1105\"/></p><p style=\"text-align: justify;\">股东大会上投票通过了 4 月 7 号的提议，JB 正式成为特斯拉董事会成员，这也是他淡出特斯拉决策层之后，再次回到大家视线中央。</p><p style=\"text-align: justify;\">2019 年 7 月 25 日，JB 正式离开 CTO 岗位，转为特斯拉「高级顾问」。随后他创办了电池回收企业 Redwood Material。</p><p style=\"text-align: justify;\">目前还没有特斯拉和 Redwood 合作的消息，但还是要感慨一句：爷青回！</p><h2 style=\"text-align: start;\">预热中的预热</h2><p style=\"text-align: justify;\">又是一场典型的特斯拉式发布会：比起既定信息，爆料和预热才是主体。</p><p style=\"text-align: justify;\">不过好消息是，今天股东大会上马斯克的各种前瞻，我们基本都能在今年看到进展：Cybertruck 今年将于 HW 4.0 一起交付，精炼厂今年也将投入使用。</p><p style=\"text-align: justify;\">明年我们将看到的，则是自研程度最高、门槛最低的特斯拉车型，还有门槛最高的「樱桃」Roadster，以及 Gigafactory 6。</p><p style=\"text-align: justify;\">追踪特斯拉的一个好处，是它能让你永远处于期待和憧憬，当然略显烦人的地方在于，你永远都有不同的期待和憧憬对象。</p></body></html>","source":"lsy1574414115752","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉两款新车要来了！人形机器人能卖100亿个？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉两款新车要来了！人形机器人能卖100亿个？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-17 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>电动星球News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：毓肥今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：新平台会有两款车型...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af0e8365ab499721c83d117af29a7b1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192816885","content_text":"作者：毓肥今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：新平台会有两款车型，目标年销量 500 万以上；上海+加州的电池工厂已经就绪，各自 40GWh 的产能；前 CTO JB Straubel 进入特斯拉董事会；Optimus 机器人新进展，马斯克预测「每两个人买一台」。 从观察者的角度总结一下，今天的股东大会更像是特斯拉官宣「挖坑」，从两款新车型，到 Cybertruck，甚至是 Tesla Energy 和 Tesla Bot 。这些「坑」马斯克打算什么时候填？股东大会还有哪些猛料？下面开始。不止两款新车「新一代平台会有两款新车」，说这句话之前，马斯克刚强调新平台「短期内不会发布，需要更多准备」。 虽然还没到正式见面的时候，但两个月前，马斯克已经在投资人日上公布了海量前瞻信息：首先是动力单元，特斯拉动力系统副总裁 Colin Campbell 表示，这套自研的电驱系统是友商「甚至看不到车尾灯」级别的先进。具体到技术指标，新电驱号称在同样效率下减少了 75% 的碳化硅使用，同时兼容所有电化学体系，生产所需的工厂足迹节约了 50%。与此同时，新电驱会使用新一代无稀土电机，这也是各大传统主机厂下一代电机的探索方向。最终这套电驱的总成本，相比前代减少了约 1000 美元，约合 6869 元——对于定位 2.5 万美元的车来说，仅电驱的成本节约，就占了总价的 4%。其次是电子电气架构，特斯拉从 Model S 开始的自研整车控制器，到新车型会达到全新的比例——100% 控制器自研，对比下 Model Y 是 61%，Cybertruck 「也就」81%。另一方面，Cybertruck、Optimus 以及下一代新车，将会把整车低压电路从 12V 全部升级到 48V，由此带来更低的电流，以及线材的节约。总的来说，下一代特斯拉新车依然朝极致效率狂奔。低成本是结果，本质上它代表的，依然是特斯拉疯狂且大胆的垂直整合能力，以及工程制造能力。回到今天的股东大会，马斯克表示新平台会有两款车型——这张轮廓图预计只是其中一款。他认为这两款车将会占据特斯拉未来销量的重要部分，「大概会达到 500 万辆每年」。每款车 250 万级别的年销量，意味着特斯拉在按照「全球单车型销冠」的地步打造新平台产品——考虑到 Colin Campbell 将新平台形容为「一骑绝尘」，这种自信是必须的。聊到新车，除了新平台，特斯拉手头还有两个坑要填——Cybertruck 和 Roadster。马斯克表示 Cybertruck 已经是他每天上班开的车，至于交付具体时间，他只展示了一张 PPT：「今年晚些时候」。后面问答环节被问到 Cybertruck 进展的时候，他大概「猜测」了一下：「也许年产量会到 25-50 万台？」至于 Roadster，他表示今年内会完成工程设计，明年开启量产——这意味着 Roadster 又是一台重新设计的产品，或者说特斯拉特色的「忒修斯之船」。「Roadster 不会对我们的利润和营收贡献太多，它不是蛋糕上面的糖霜，它是糖霜上面的樱桃——但它真的很棒！」FSD+Optimus，两大潜力股？Tesla Bot Optimus 能干的活更多了。股东大会上公布的最新视频（真的很新，Optimus 团队昨晚才拍的，通宵赶出来）里，Optimus 相比上一次亮相实现的进展有：电机扭矩控制，力度控制更精确；环境探索+记忆，就是更会看路，同时记得自己走过哪里；根据人类动作范例训练 AI；端到端的动作操控：输入摄像头数据，输出促动器、关节的移动角度。马斯克表示，研发 Optimus 之初，他们发现市面上完全没有符合团队要求的电机、关节、促动器、控制器，所以是「被迫全栈自研」。至于 Optimus AI 能力的进化，他总结为「自动驾驶正在越来越接近真实世界的人工智能，所以完全可以和人形机器人之间无缝转换——就像人类平时也用手脚活动，但人类还会开车、开飞机、骑马。」这算是「万物基于端到端」了。聊到量产，马斯克认为人们完全低估了人形机器人的意义和市场潜力，「如果通用的人形机器人上市了，它相较于人类的效率提升会达到多少？每个人都会想要一台，甚至不止一台。」基于此，他认为人形机器人的市场潜力可能是「疯狂的」：「100 亿台？200 亿台？肯定会比汽车多多了。」「特斯拉最主要的长期价值，就在于 Optimus」，马斯克这样总结——考虑到「人工智能公司」的定位，这判断没问题，问题在于特斯拉的长期有多长？另外很重要的长期价值，还在于 FSD。截止到今天，特斯拉 FSD 的累计行驶里程已经接近 2 亿英里（3.2 亿公里）。从官方 PPT 里可以看到，FSD 行驶里程曲线在 3 月份迎来了一次「加速」。这当然不是 FSD 降价了——3 月 7 号的 11.3.1 版本统一了高速和城区的技术栈，取代了过去 4 年的 NOA 技术栈，将 FSD Beta 的可用场景大幅度扩展，因此才有了累积速度的加快。「我们现在距离完整的端到端 ‘video in control out’，也就是每一个环节都用神经网络，还差最后一块拼图，也就是规控模块」，马斯克再次强调「真正的无人驾驶」是远超人类驾驶的安全。另一方面，让数百万辆汽车通过软件升级的方式，拥有无人驾驶能力，他认为是史上最大规模的一次「资产增值」。那什么时候才会向公众推送「真正的无人驾驶」？马斯克在问答环节说最重要的条件还是「安全」。另一个问题是 FSD 的利润潜力，他表示软件整体的利润率都相当可观，「一辆普通汽车可能利润率大概是 20-25%，但 FSD 这样的软件，可以达到 80% 的利润率」。这一判断跟马斯克强调了 4 年（从发布 HW 3.0 的 Autonomus Day 算起）的「自动驾驶汽车共享」强相关，他今天说「FSD 能让你的车从每周使用 7 小时，提升至每周 50 小时」。到了那个时候，一切软件的想象空间都非常大，「比如 Steam 这样的游戏平台、软件程序，都会有很大的机会」。从上海到加州聊到这里，今天股东大会的信息增量就差不多了。最后这一段我们就着一些 PPT 和问答环节的摘录，聊聊过去一年特斯拉在总体规划上的成就，以及一些新的规划。首先是上海和加州两家储能电池工厂，负责生产 Megapack 产品相关电池。其中加州的已经投产使用，正在往 40GWh 产能爬坡；上海则是在建规划 40GWh 产能。而 2022 年特斯拉储能业务总装机量，也「才」8GWh 左右，2022 年全球新型储能项目累计装机量，也不过 45.7GWh。这意味着目前 80GWh 的规划总产能，已经相当于全球市场规模的 1.8 倍——不过马斯克对全球储能业务增量相当有信心，去年这个时候他表示 2030 年要达到 1500GWh 装机目标。另一家在建工厂是位于奥斯丁的锂矿精炼厂，规划高达 60GWh 的年产能（官方另一个数据是每年满足 100 万辆车），并且今年年底就将投入使用。马斯克表示高度自研和垂直整合，目标依然是为了制造更多人负担得起的纯电汽车——2023 年一辆 Model 3 的每英里总成本，在美国已经比一台卡罗拉更低了。而即使成本和价格不断降低，特斯拉目前还是唯一一个盈利的纯电汽车制造商，同时去年实现了全球最高的营业利润率。事实上特斯拉真正开始赚钱（净利润为正），也就是 2020 以来，成立接近 17 年后的事情。最后聊一个人：前特斯拉 CTO JB Straubel。股东大会上投票通过了 4 月 7 号的提议，JB 正式成为特斯拉董事会成员，这也是他淡出特斯拉决策层之后，再次回到大家视线中央。2019 年 7 月 25 日，JB 正式离开 CTO 岗位，转为特斯拉「高级顾问」。随后他创办了电池回收企业 Redwood Material。目前还没有特斯拉和 Redwood 合作的消息，但还是要感慨一句：爷青回！预热中的预热又是一场典型的特斯拉式发布会：比起既定信息，爆料和预热才是主体。不过好消息是，今天股东大会上马斯克的各种前瞻，我们基本都能在今年看到进展：Cybertruck 今年将于 HW 4.0 一起交付，精炼厂今年也将投入使用。明年我们将看到的，则是自研程度最高、门槛最低的特斯拉车型，还有门槛最高的「樱桃」Roadster，以及 Gigafactory 6。追踪特斯拉的一个好处，是它能让你永远处于期待和憧憬，当然略显烦人的地方在于，你永远都有不同的期待和憧憬对象。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979192136,"gmtCreate":1598018346325,"gmtModify":1704217676887,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/U/4099361149781190\">@名咪个好</a>:三花涨了呀！//<a href=\"https://laohu8.com/U/4099361149781190\">@名咪个好</a>:试试<a href=\"https://laohu8.com/S/03880\"> $泰德医药(03880)$ </a>，争取把<a href=\"https://laohu8.com/S/02050\"> $三花智控(02050)$ </a>和<a href=\"https://laohu8.com/S/03288\"> $海天味业(03288)$ </a>亏的手续费赚回来 [流泪] [流泪]","listText":"Replying to <a href=\"https://laohu8.com/U/4099361149781190\">@名咪个好</a>:三花涨了呀！//<a href=\"https://laohu8.com/U/4099361149781190\">@名咪个好</a>:试试<a href=\"https://laohu8.com/S/03880\"> $泰德医药(03880)$ </a>，争取把<a href=\"https://laohu8.com/S/02050\"> $三花智控(02050)$ </a>和<a href=\"https://laohu8.com/S/03288\"> $海天味业(03288)$ </a>亏的手续费赚回来 [流泪] [流泪]","text":"Replying to @名咪个好:三花涨了呀！//@名咪个好:试试 $泰德医药(03880)$ ，争取把 $三花智控(02050)$ 和 $海天味业(03288)$ 亏的手续费赚回来 [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449454257234352","isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652360944,"gmtCreate":1684296706188,"gmtModify":1684296707766,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"机器人我会买","listText":"机器人我会买","text":"机器人我会买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652360944","repostId":"1192816885","repostType":2,"repost":{"id":"1192816885","kind":"news","pubTimestamp":1684292228,"share":"https://www.laohu8.com/m/news/1192816885?lang=&edition=full","pubTime":"2023-05-17 10:57","market":"us","language":"zh","title":"特斯拉两款新车要来了！人形机器人能卖100亿个？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192816885","media":"电动星球News","summary":"股东大会更像是特斯拉官宣「挖坑」。","content":"<html><head></head><body><p>作者：毓肥</p><p style=\"text-align: justify;\">今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。</p><p style=\"text-align: justify;\">这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。</p><p style=\"text-align: justify;\">今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。</p><p style=\"text-align: justify;\">不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：</p><blockquote>新平台会有两款车型，目标年销量 500 万以上；</blockquote><blockquote>上海+加州的电池工厂已经就绪，各自 40GWh 的产能；</blockquote><blockquote>前 CTO JB Straubel 进入特斯拉董事会；</blockquote><blockquote>Optimus 机器人新进展，马斯克预测「每两个人买一台」。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/006a688047c7e0908b25538901a54fef\" tg-width=\"1080\" tg-height=\"609\"/></p><p><strong> </strong></p><p style=\"text-align: justify;\">从观察者的角度总结一下，今天的股东大会更像是特斯拉官宣「挖坑」，从两款新车型，到 Cybertruck，甚至是 Tesla Energy 和 Tesla Bot 。</p><p style=\"text-align: justify;\">这些「坑」马斯克打算什么时候填？股东大会还有哪些猛料？</p><p style=\"text-align: justify;\">下面开始。</p><h2 style=\"text-align: start;\">不止两款新车</h2><p style=\"text-align: justify;\">「新一代平台会有两款新车」，说这句话之前，马斯克刚强调新平台「短期内不会发布，需要更多准备」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b66afe09dec6080991c70639efe1b3a0\" tg-width=\"1080\" tg-height=\"613\"/></p><p> </p><p style=\"text-align: justify;\">虽然还没到正式见面的时候，但两个月前，马斯克已经在投资人日上公布了海量前瞻信息：</p><p style=\"text-align: justify;\">首先是动力单元，特斯拉动力系统副总裁 Colin Campbell 表示，这套自研的电驱系统是友商「甚至看不到车尾灯」级别的先进。</p><p style=\"text-align: justify;\">具体到技术指标，新电驱号称在同样效率下减少了 75% 的碳化硅使用，同时兼容所有电化学体系，生产所需的工厂足迹节约了 50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef52a5f6f6e6f97741e58c64e4a024c6\" tg-width=\"1080\" tg-height=\"615\"/></p><p style=\"text-align: justify;\">与此同时，新电驱会使用新一代无稀土电机，这也是各大传统主机厂下一代电机的探索方向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d0f16116836513c880033848c841a0b\" tg-width=\"1080\" tg-height=\"617\"/></p><p style=\"text-align: justify;\">最终这套电驱的总成本，相比前代减少了约 1000 美元，约合 6869 元——对于定位 2.5 万美元的车来说，仅电驱的成本节约，就占了总价的 4%。</p><p style=\"text-align: justify;\">其次是电子电气架构，特斯拉从 Model S 开始的自研整车控制器，到新车型会达到全新的比例——100% 控制器自研，对比下 Model Y 是 61%，Cybertruck 「也就」81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d05e72651fe90658e758bec66cf5e9f\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">另一方面，Cybertruck、Optimus 以及下一代新车，将会把整车低压电路从 12V 全部升级到 48V，由此带来更低的电流，以及线材的节约。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ee6792e4377860eaf7a39fa2ee0f9a1\" tg-width=\"1080\" tg-height=\"614\"/></p><p style=\"text-align: justify;\">总的来说，下一代特斯拉新车依然朝极致效率狂奔。低成本是结果，本质上它代表的，依然是特斯拉疯狂且大胆的垂直整合能力，以及工程制造能力。</p><p style=\"text-align: justify;\">回到今天的股东大会，马斯克表示新平台会有两款车型——这张轮廓图预计只是其中一款。</p><p style=\"text-align: justify;\">他认为这两款车将会占据特斯拉未来销量的重要部分，「大概会达到 500 万辆每年」。</p><p style=\"text-align: justify;\">每款车 250 万级别的年销量，意味着特斯拉在按照「全球单车型销冠」的地步打造新平台产品——考虑到 Colin Campbell 将新平台形容为「一骑绝尘」，这种自信是必须的。</p><p style=\"text-align: justify;\">聊到新车，除了新平台，特斯拉手头还有两个坑要填——Cybertruck 和 Roadster。</p><p></p><p style=\"text-align: justify;\">马斯克表示 Cybertruck 已经是他每天上班开的车，至于交付具体时间，他只展示了一张 PPT：「今年晚些时候」。</p><p style=\"text-align: justify;\">后面问答环节被问到 Cybertruck 进展的时候，他大概「猜测」了一下：「也许年产量会到 25-50 万台？」</p><p style=\"text-align: justify;\">至于 Roadster，他表示今年内会完成工程设计，明年开启量产——这意味着 Roadster 又是一台重新设计的产品，或者说特斯拉特色的「忒修斯之船」。</p><p style=\"text-align: justify;\">「Roadster 不会对我们的利润和营收贡献太多，它不是蛋糕上面的糖霜，它是糖霜上面的樱桃——但它真的很棒！」</p><h2 style=\"text-align: start;\">FSD+Optimus，两大潜力股？</h2><p style=\"text-align: justify;\">Tesla Bot Optimus 能干的活更多了。</p><p style=\"text-align: justify;\">股东大会上公布的最新视频（真的很新，Optimus 团队昨晚才拍的，通宵赶出来）里，Optimus 相比上一次亮相实现的进展有：</p><p style=\"text-align: justify;\">电机扭矩控制，力度控制更精确；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d18e1fbd38c4f1045df896c3193623fb\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">环境探索+记忆，就是更会看路，同时记得自己走过哪里；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1652ee1fd2ae57ce81a3a7a73b45cca5\" tg-width=\"1080\" tg-height=\"613\"/></p><p style=\"text-align: justify;\">根据人类动作范例训练 AI；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a980a72e9279785a8b88db6988bd99b4\" tg-width=\"1080\" tg-height=\"604\"/></p><p style=\"text-align: justify;\">端到端的动作操控：输入摄像头数据，输出促动器、关节的移动角度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0af3f2b4b76d9ccf853eb2b499cee0c\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">马斯克表示，研发 Optimus 之初，他们发现市面上完全没有符合团队要求的电机、关节、促动器、控制器，所以是「被迫全栈自研」。</p><p style=\"text-align: justify;\">至于 Optimus AI 能力的进化，他总结为「自动驾驶正在越来越接近真实世界的人工智能，所以完全可以和人形机器人之间无缝转换——就像人类平时也用手脚活动，但人类还会开车、开飞机、骑马。」</p><p style=\"text-align: justify;\">这算是「万物基于端到端」了。</p><p style=\"text-align: justify;\">聊到量产，马斯克认为人们完全低估了人形机器人的意义和市场潜力，「如果通用的人形机器人上市了，它相较于人类的效率提升会达到多少？每个人都会想要一台，甚至不止一台。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2176c320260b6af9c5d3f183c58b52d\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">基于此，他认为人形机器人的市场潜力可能是「疯狂的」：「100 亿台？200 亿台？肯定会比汽车多多了。」</p><p style=\"text-align: justify;\">「特斯拉最主要的长期价值，就在于 Optimus」，马斯克这样总结——考虑到「人工智能公司」的定位，这判断没问题，问题在于特斯拉的长期有多长？</p><p style=\"text-align: justify;\">另外很重要的长期价值，还在于 FSD。</p><p style=\"text-align: justify;\">截止到今天，特斯拉 FSD 的累计行驶里程已经接近 2 亿英里（3.2 亿公里）。从官方 PPT 里可以看到，FSD 行驶里程曲线在 3 月份迎来了一次「加速」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6e7b19b7c98fa37e9e23345f2b07471\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">这当然不是 FSD 降价了——3 月 7 号的 11.3.1 版本统一了高速和城区的技术栈，取代了过去 4 年的 NOA 技术栈，将 FSD Beta 的可用场景大幅度扩展，因此才有了累积速度的加快。</p><p style=\"text-align: justify;\">「我们现在距离完整的端到端 ‘video in control out’，也就是每一个环节都用神经网络，还差最后一块拼图，也就是规控模块」，马斯克再次强调「真正的无人驾驶」是远超人类驾驶的安全。</p><p style=\"text-align: justify;\">另一方面，让数百万辆汽车通过软件升级的方式，拥有无人驾驶能力，他认为是史上最大规模的一次「资产增值」。</p><p style=\"text-align: justify;\">那什么时候才会向公众推送「真正的无人驾驶」？马斯克在问答环节说最重要的条件还是「安全」。</p><p style=\"text-align: justify;\">另一个问题是 FSD 的利润潜力，他表示软件整体的利润率都相当可观，「一辆普通汽车可能利润率大概是 20-25%，但 FSD 这样的软件，可以达到 80% 的利润率」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bd3a3123db1e2f5a07d45d3a4151cac\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\">这一判断跟马斯克强调了 4 年（从发布 HW 3.0 的 Autonomus Day 算起）的「自动驾驶汽车共享」强相关，他今天说「FSD 能让你的车从每周使用 7 小时，提升至每周 50 小时」。</p><p style=\"text-align: justify;\">到了那个时候，一切软件的想象空间都非常大，「比如 Steam 这样的游戏平台、软件程序，都会有很大的机会」。</p><h2 style=\"text-align: start;\">从上海到加州</h2><p style=\"text-align: justify;\">聊到这里，今天股东大会的信息增量就差不多了。</p><p style=\"text-align: justify;\">最后这一段我们就着一些 PPT 和问答环节的摘录，聊聊过去一年特斯拉在总体规划上的成就，以及一些新的规划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbd17f6c81354708517f523877d72fd\" tg-width=\"1080\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">首先是上海和加州两家储能电池工厂，负责生产 Megapack 产品相关电池。其中加州的已经投产使用，正在往 40GWh 产能爬坡；上海则是在建规划 40GWh 产能。</p><p style=\"text-align: justify;\">而 2022 年特斯拉储能业务总装机量，也「才」8GWh 左右，2022 年全球新型储能项目累计装机量，也不过 45.7GWh。</p><p style=\"text-align: justify;\">这意味着目前 80GWh 的规划总产能，已经相当于全球市场规模的 1.8 倍——不过马斯克对全球储能业务增量相当有信心，去年这个时候他表示 2030 年要达到 1500GWh 装机目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a45a3a52b36d04cd9f3b87a48cfb5e1b\" tg-width=\"1080\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">另一家在建工厂是位于奥斯丁的锂矿精炼厂，规划高达 60GWh 的年产能（官方另一个数据是每年满足 100 万辆车），并且今年年底就将投入使用。</p><p style=\"text-align: justify;\">马斯克表示高度自研和垂直整合，目标依然是为了制造更多人负担得起的纯电汽车——2023 年一辆 Model 3 的每英里总成本，在美国已经比一台卡罗拉更低了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b91b1c7c986d563e86edf04280ffc3eb\" tg-width=\"1080\" tg-height=\"606\"/></p><p style=\"text-align: justify;\">而即使成本和价格不断降低，特斯拉目前还是唯一一个盈利的纯电汽车制造商，同时去年实现了全球最高的营业利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2633cbda066393214e6293cee3134dd1\" tg-width=\"1080\" tg-height=\"606\"/></p><p style=\"text-align: justify;\">事实上特斯拉真正开始赚钱（净利润为正），也就是 2020 以来，成立接近 17 年后的事情。</p><p style=\"text-align: justify;\">最后聊一个人：前特斯拉 CTO JB Straubel。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4542aeb6f1d0581d5d51d0ad2cfa4adb\" tg-width=\"1023\" tg-height=\"1105\"/></p><p style=\"text-align: justify;\">股东大会上投票通过了 4 月 7 号的提议，JB 正式成为特斯拉董事会成员，这也是他淡出特斯拉决策层之后，再次回到大家视线中央。</p><p style=\"text-align: justify;\">2019 年 7 月 25 日，JB 正式离开 CTO 岗位，转为特斯拉「高级顾问」。随后他创办了电池回收企业 Redwood Material。</p><p style=\"text-align: justify;\">目前还没有特斯拉和 Redwood 合作的消息，但还是要感慨一句：爷青回！</p><h2 style=\"text-align: start;\">预热中的预热</h2><p style=\"text-align: justify;\">又是一场典型的特斯拉式发布会：比起既定信息，爆料和预热才是主体。</p><p style=\"text-align: justify;\">不过好消息是，今天股东大会上马斯克的各种前瞻，我们基本都能在今年看到进展：Cybertruck 今年将于 HW 4.0 一起交付，精炼厂今年也将投入使用。</p><p style=\"text-align: justify;\">明年我们将看到的，则是自研程度最高、门槛最低的特斯拉车型，还有门槛最高的「樱桃」Roadster，以及 Gigafactory 6。</p><p style=\"text-align: justify;\">追踪特斯拉的一个好处，是它能让你永远处于期待和憧憬，当然略显烦人的地方在于，你永远都有不同的期待和憧憬对象。</p></body></html>","source":"lsy1574414115752","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉两款新车要来了！人形机器人能卖100亿个？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉两款新车要来了！人形机器人能卖100亿个？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-17 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>电动星球News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：毓肥今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：新平台会有两款车型...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af0e8365ab499721c83d117af29a7b1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247553030&idx=1&sn=24ca38978a4672be1a970edd516cd826&chksm=fd495128ca3ed83e57fc8519cfe8cc62b495d818c28626e66052adb96e9dfe672bd1263ed588&mpshare=1&scene=23&srcid=0517SPEf9SH4KR6v3FRI4pm4&sharer_sharetime=1684283095892&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192816885","content_text":"作者：毓肥今天凌晨的股东大会上，特斯拉并没有「发布」任何一款汽车，甚至是产品。这也符合我们对「股东大会」的理解——每年特斯拉举办的数次重要发布会上，股东大会也许是最「稳健」的——或者说最「没有惊喜」的。今年的股东大会和去年类似，更像是对特斯拉年度影响力报告的一次演绎，然后加上产品、规划的最新进展，最后点缀以马斯克些许爆料。不过这不代表股东大会没有干货，事实上信息量还是颇为充裕的：新平台会有两款车型，目标年销量 500 万以上；上海+加州的电池工厂已经就绪，各自 40GWh 的产能；前 CTO JB Straubel 进入特斯拉董事会；Optimus 机器人新进展，马斯克预测「每两个人买一台」。 从观察者的角度总结一下，今天的股东大会更像是特斯拉官宣「挖坑」，从两款新车型，到 Cybertruck，甚至是 Tesla Energy 和 Tesla Bot 。这些「坑」马斯克打算什么时候填？股东大会还有哪些猛料？下面开始。不止两款新车「新一代平台会有两款新车」，说这句话之前，马斯克刚强调新平台「短期内不会发布，需要更多准备」。 虽然还没到正式见面的时候，但两个月前，马斯克已经在投资人日上公布了海量前瞻信息：首先是动力单元，特斯拉动力系统副总裁 Colin Campbell 表示，这套自研的电驱系统是友商「甚至看不到车尾灯」级别的先进。具体到技术指标，新电驱号称在同样效率下减少了 75% 的碳化硅使用，同时兼容所有电化学体系，生产所需的工厂足迹节约了 50%。与此同时，新电驱会使用新一代无稀土电机，这也是各大传统主机厂下一代电机的探索方向。最终这套电驱的总成本，相比前代减少了约 1000 美元，约合 6869 元——对于定位 2.5 万美元的车来说，仅电驱的成本节约，就占了总价的 4%。其次是电子电气架构，特斯拉从 Model S 开始的自研整车控制器，到新车型会达到全新的比例——100% 控制器自研，对比下 Model Y 是 61%，Cybertruck 「也就」81%。另一方面，Cybertruck、Optimus 以及下一代新车，将会把整车低压电路从 12V 全部升级到 48V，由此带来更低的电流，以及线材的节约。总的来说，下一代特斯拉新车依然朝极致效率狂奔。低成本是结果，本质上它代表的，依然是特斯拉疯狂且大胆的垂直整合能力，以及工程制造能力。回到今天的股东大会，马斯克表示新平台会有两款车型——这张轮廓图预计只是其中一款。他认为这两款车将会占据特斯拉未来销量的重要部分，「大概会达到 500 万辆每年」。每款车 250 万级别的年销量，意味着特斯拉在按照「全球单车型销冠」的地步打造新平台产品——考虑到 Colin Campbell 将新平台形容为「一骑绝尘」，这种自信是必须的。聊到新车，除了新平台，特斯拉手头还有两个坑要填——Cybertruck 和 Roadster。马斯克表示 Cybertruck 已经是他每天上班开的车，至于交付具体时间，他只展示了一张 PPT：「今年晚些时候」。后面问答环节被问到 Cybertruck 进展的时候，他大概「猜测」了一下：「也许年产量会到 25-50 万台？」至于 Roadster，他表示今年内会完成工程设计，明年开启量产——这意味着 Roadster 又是一台重新设计的产品，或者说特斯拉特色的「忒修斯之船」。「Roadster 不会对我们的利润和营收贡献太多，它不是蛋糕上面的糖霜，它是糖霜上面的樱桃——但它真的很棒！」FSD+Optimus，两大潜力股？Tesla Bot Optimus 能干的活更多了。股东大会上公布的最新视频（真的很新，Optimus 团队昨晚才拍的，通宵赶出来）里，Optimus 相比上一次亮相实现的进展有：电机扭矩控制，力度控制更精确；环境探索+记忆，就是更会看路，同时记得自己走过哪里；根据人类动作范例训练 AI；端到端的动作操控：输入摄像头数据，输出促动器、关节的移动角度。马斯克表示，研发 Optimus 之初，他们发现市面上完全没有符合团队要求的电机、关节、促动器、控制器，所以是「被迫全栈自研」。至于 Optimus AI 能力的进化，他总结为「自动驾驶正在越来越接近真实世界的人工智能，所以完全可以和人形机器人之间无缝转换——就像人类平时也用手脚活动，但人类还会开车、开飞机、骑马。」这算是「万物基于端到端」了。聊到量产，马斯克认为人们完全低估了人形机器人的意义和市场潜力，「如果通用的人形机器人上市了，它相较于人类的效率提升会达到多少？每个人都会想要一台，甚至不止一台。」基于此，他认为人形机器人的市场潜力可能是「疯狂的」：「100 亿台？200 亿台？肯定会比汽车多多了。」「特斯拉最主要的长期价值，就在于 Optimus」，马斯克这样总结——考虑到「人工智能公司」的定位，这判断没问题，问题在于特斯拉的长期有多长？另外很重要的长期价值，还在于 FSD。截止到今天，特斯拉 FSD 的累计行驶里程已经接近 2 亿英里（3.2 亿公里）。从官方 PPT 里可以看到，FSD 行驶里程曲线在 3 月份迎来了一次「加速」。这当然不是 FSD 降价了——3 月 7 号的 11.3.1 版本统一了高速和城区的技术栈，取代了过去 4 年的 NOA 技术栈，将 FSD Beta 的可用场景大幅度扩展，因此才有了累积速度的加快。「我们现在距离完整的端到端 ‘video in control out’，也就是每一个环节都用神经网络，还差最后一块拼图，也就是规控模块」，马斯克再次强调「真正的无人驾驶」是远超人类驾驶的安全。另一方面，让数百万辆汽车通过软件升级的方式，拥有无人驾驶能力，他认为是史上最大规模的一次「资产增值」。那什么时候才会向公众推送「真正的无人驾驶」？马斯克在问答环节说最重要的条件还是「安全」。另一个问题是 FSD 的利润潜力，他表示软件整体的利润率都相当可观，「一辆普通汽车可能利润率大概是 20-25%，但 FSD 这样的软件，可以达到 80% 的利润率」。这一判断跟马斯克强调了 4 年（从发布 HW 3.0 的 Autonomus Day 算起）的「自动驾驶汽车共享」强相关，他今天说「FSD 能让你的车从每周使用 7 小时，提升至每周 50 小时」。到了那个时候，一切软件的想象空间都非常大，「比如 Steam 这样的游戏平台、软件程序，都会有很大的机会」。从上海到加州聊到这里，今天股东大会的信息增量就差不多了。最后这一段我们就着一些 PPT 和问答环节的摘录，聊聊过去一年特斯拉在总体规划上的成就，以及一些新的规划。首先是上海和加州两家储能电池工厂，负责生产 Megapack 产品相关电池。其中加州的已经投产使用，正在往 40GWh 产能爬坡；上海则是在建规划 40GWh 产能。而 2022 年特斯拉储能业务总装机量，也「才」8GWh 左右，2022 年全球新型储能项目累计装机量，也不过 45.7GWh。这意味着目前 80GWh 的规划总产能，已经相当于全球市场规模的 1.8 倍——不过马斯克对全球储能业务增量相当有信心，去年这个时候他表示 2030 年要达到 1500GWh 装机目标。另一家在建工厂是位于奥斯丁的锂矿精炼厂，规划高达 60GWh 的年产能（官方另一个数据是每年满足 100 万辆车），并且今年年底就将投入使用。马斯克表示高度自研和垂直整合，目标依然是为了制造更多人负担得起的纯电汽车——2023 年一辆 Model 3 的每英里总成本，在美国已经比一台卡罗拉更低了。而即使成本和价格不断降低，特斯拉目前还是唯一一个盈利的纯电汽车制造商，同时去年实现了全球最高的营业利润率。事实上特斯拉真正开始赚钱（净利润为正），也就是 2020 以来，成立接近 17 年后的事情。最后聊一个人：前特斯拉 CTO JB Straubel。股东大会上投票通过了 4 月 7 号的提议，JB 正式成为特斯拉董事会成员，这也是他淡出特斯拉决策层之后，再次回到大家视线中央。2019 年 7 月 25 日，JB 正式离开 CTO 岗位，转为特斯拉「高级顾问」。随后他创办了电池回收企业 Redwood Material。目前还没有特斯拉和 Redwood 合作的消息，但还是要感慨一句：爷青回！预热中的预热又是一场典型的特斯拉式发布会：比起既定信息，爆料和预热才是主体。不过好消息是，今天股东大会上马斯克的各种前瞻，我们基本都能在今年看到进展：Cybertruck 今年将于 HW 4.0 一起交付，精炼厂今年也将投入使用。明年我们将看到的，则是自研程度最高、门槛最低的特斯拉车型，还有门槛最高的「樱桃」Roadster，以及 Gigafactory 6。追踪特斯拉的一个好处，是它能让你永远处于期待和憧憬，当然略显烦人的地方在于，你永远都有不同的期待和憧憬对象。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948527143,"gmtCreate":1595426938682,"gmtModify":1704208947979,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>12点前63","listText":"<a 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一边完成深蹲动作一边保持平衡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1c44a7af2a94835f73b5f1dc8239c76\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">制造人形机器人最大的挑战就是手。机器人的手需要足够强大，能够支撑相当大的重量，同时又能够足够精确地处理精细任务。</p><p style=\"text-align: justify;\">Optimus Gen 2似乎对手部进行了一次全面升级，手臂和双手可以像人类一样移动，而且动作精准，甚至能处理鸡蛋等易碎物品，如下图：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094bc727bb0e4b8e73640d59526e5b3e\" tg-width=\"552\" tg-height=\"296\"/></p><h2 id=\"id_3023117468\" style=\"text-align: start;\">商业化落地进程有望加速</h2><p style=\"text-align: justify;\">中信证券指出，Optimus Gen2使用了全新的足部力及力矩传感（该机构推测是六维力矩传感器）以及全新11自由度灵巧手，响应更快，同时还具备了手指触觉传感器，相比Gen1灵活性大幅提升，商业化落地进程有望加速。</p><p style=\"text-align: justify;\">马斯克此前曾表示，Optimus机器人的价值被市场“极度低估”，他预计需求量可能高达 100 亿至 200 亿台。</p><p style=\"text-align: justify;\">他甚至自信地预测，Optimus 将占据“特斯拉长期价值的大部分”。</p><p style=\"text-align: justify;\">特斯拉目前计划现在自己的制造业务中使用Optimus机器人，然后再逐步推广到更大的市场上。</p><p style=\"text-align: justify;\">至少从目前展示的视频来看，马斯克的愿景并不算遥远。在未来几年里，Optimus就可能会拥有跳跃能力，能爬楼梯、搬更重的物品，在更强大的人工智能加持下，特斯拉在慢慢完成AGI的一块重要拼图。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉人形机器人第二代亮相！灵活性大幅跃升</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特斯拉人形机器人第二代亮相！灵活性大幅跃升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-13 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3704132><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月13日，特斯拉在X上放出特斯拉人形机器人“擎天柱2代”（Optimus Gen2）的新演示视频。相比早前展示的原型，Optimus Gen2似乎在重量、灵活性等方面都有显著进步。有分析人士认为，以目前的速度迭代下去，Optimus机器人可能很快就能在许多领域取代人工。更精致、更灵活的人形机器人相比看起来像半成品、只能勉强走路和挥手的初代Optimus机器人，Optimus Gen2造型十分...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3704132\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8b4e8b3be1d06d5090696d8755bb185","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3704132","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2391158438","content_text":"12月13日，特斯拉在X上放出特斯拉人形机器人“擎天柱2代”（Optimus Gen2）的新演示视频。相比早前展示的原型，Optimus Gen2似乎在重量、灵活性等方面都有显著进步。有分析人士认为，以目前的速度迭代下去，Optimus机器人可能很快就能在许多领域取代人工。更精致、更灵活的人形机器人相比看起来像半成品、只能勉强走路和挥手的初代Optimus机器人，Optimus Gen2造型十分精致。特斯拉表示，Optimus Gen2的行走速度提高了30%，虽然在视频里面看还是有些步履蹒跚，但特斯拉展示的稳定行走能力或已经可以在商业场景中派上用场。此外，特斯拉还表示，Optimus Gen2在提高平衡性的同时，重量减轻了 10 公斤。在视频演示中，可以看到 Optimus Gen 2 一边完成深蹲动作一边保持平衡。制造人形机器人最大的挑战就是手。机器人的手需要足够强大，能够支撑相当大的重量，同时又能够足够精确地处理精细任务。Optimus Gen 2似乎对手部进行了一次全面升级，手臂和双手可以像人类一样移动，而且动作精准，甚至能处理鸡蛋等易碎物品，如下图：商业化落地进程有望加速中信证券指出，Optimus Gen2使用了全新的足部力及力矩传感（该机构推测是六维力矩传感器）以及全新11自由度灵巧手，响应更快，同时还具备了手指触觉传感器，相比Gen1灵活性大幅提升，商业化落地进程有望加速。马斯克此前曾表示，Optimus机器人的价值被市场“极度低估”，他预计需求量可能高达 100 亿至 200 亿台。他甚至自信地预测，Optimus 将占据“特斯拉长期价值的大部分”。特斯拉目前计划现在自己的制造业务中使用Optimus机器人，然后再逐步推广到更大的市场上。至少从目前展示的视频来看，马斯克的愿景并不算遥远。在未来几年里，Optimus就可能会拥有跳跃能力，能爬楼梯、搬更重的物品，在更强大的人工智能加持下，特斯拉在慢慢完成AGI的一块重要拼图。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336722793046416,"gmtCreate":1723247172334,"gmtModify":1723247174791,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"持仓主力是玩散户那种","listText":"持仓主力是玩散户那种","text":"持仓主力是玩散户那种","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336722793046416","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313909219418224,"gmtCreate":1717658142794,"gmtModify":1717658145205,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"不是因为回购消息吗！","listText":"不是因为回购消息吗！","text":"不是因为回购消息吗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313909219418224","repostId":"1176676156","repostType":2,"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284179944935696,"gmtCreate":1710408208168,"gmtModify":1710410557927,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 能看到100刀吗？all in😆估计没这么淡定，特别喜欢追例如166了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 能看到100刀吗？all in😆估计没这么淡定，特别喜欢追例如166了","text":"$特斯拉(TSLA)$ 能看到100刀吗？all in😆估计没这么淡定，特别喜欢追例如166了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284179944935696","isVote":1,"tweetType":1,"viewCount":3118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281381226405920,"gmtCreate":1709724971030,"gmtModify":1709724972907,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"喜欢的依旧喜欢；观望的依旧观望！","listText":"喜欢的依旧喜欢；观望的依旧观望！","text":"喜欢的依旧喜欢；观望的依旧观望！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281381226405920","isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276696155279512,"gmtCreate":1708581266880,"gmtModify":1708581268344,"author":{"id":"3542010163774781","authorId":"3542010163774781","name":"牛妞婆","avatar":"https://static.tigerbbs.com/be3d97b9a848f94991affd9e5315eea0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542010163774781","authorIdStr":"3542010163774781"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276696155279512","repostId":"1192143922","repostType":2,"repost":{"id":"1192143922","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":1708580304,"share":"https://www.laohu8.com/m/news/1192143922?lang=&edition=full","pubTime":"2024-02-22 13:38","market":"hk","language":"zh","title":"三桶油AH股午后持续上扬！中海油刷新历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1192143922","media":"老虎资讯综合","summary":"2月22日，$中国石油(601857)$涨超4%，$中国石油股份(00857)$涨超5%；$中国石化(600028)$涨超2%，$中国石油化工股份(00386)$涨超3%；$中国海油(600938)$涨超4%，$中国海洋石油(00883)$涨超5%分别刷新AH股历史新高。","content":"<html><head></head><body><p>2月22日，三桶油AH股午后持续上扬，<a href=\"https://laohu8.com/S/601857\">中国石油</a>涨超4%，<a href=\"https://laohu8.com/S/00857\">中国石油股份</a>涨超5%；<a href=\"https://laohu8.com/S/600028\">中国石化</a>涨超2%，<a href=\"https://laohu8.com/S/00386\">中国石油化工股份</a>涨超3%；<a href=\"https://laohu8.com/S/600938\">中国海油</a>涨超4%，<a href=\"https://laohu8.com/S/00883\">中国海洋石油</a>涨超5%分别刷新AH股历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff282ddc0ccb1f1021727c1cde9c9bfc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22468d3f907e52ee7711b561f3a0512d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc99c078fad134ead249306df9762a08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b86d70159224fee3b2e8f78db185154\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d87b3c8b56feb0de8bf47cc3f1305103\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fda4c8e3169e84f885cbcb2999e3ec\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，瑞银发表报告称，指布伦特期油上周平均价格按周升3.3%至每桶82.5美元，主要受地缘政治因素推动，包括中东紧张局势升温及俄乌冲突持续。在地缘政治因素提振油价情况下，认为三桶油，即中石油、中石化及中海油将会受惠。中金则指出，石油可能仍是今年基本面较好的大宗资产。</p><p style=\"text-align: justify;\">此外，据券商中国报道，市场传言国企相关考核办法近期可能发布，但目前该消息尚未获得权威渠道的确认。中国石油在互动平台表示，公司已将市值表现纳入管理层年度业绩考核，从股价变化（个股对比、综合指数对比）和市场形象（资本运作表现、资本市场奖项、监管机构纪律处分）两个方面，对市值表现进行量化评价。</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>三桶油AH股午后持续上扬！中海油刷新历史新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三桶油AH股午后持续上扬！中海油刷新历史新高\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\">2024-02-22 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月22日，三桶油AH股午后持续上扬，<a href=\"https://laohu8.com/S/601857\">中国石油</a>涨超4%，<a href=\"https://laohu8.com/S/00857\">中国石油股份</a>涨超5%；<a href=\"https://laohu8.com/S/600028\">中国石化</a>涨超2%，<a href=\"https://laohu8.com/S/00386\">中国石油化工股份</a>涨超3%；<a href=\"https://laohu8.com/S/600938\">中国海油</a>涨超4%，<a href=\"https://laohu8.com/S/00883\">中国海洋石油</a>涨超5%分别刷新AH股历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff282ddc0ccb1f1021727c1cde9c9bfc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22468d3f907e52ee7711b561f3a0512d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc99c078fad134ead249306df9762a08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b86d70159224fee3b2e8f78db185154\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d87b3c8b56feb0de8bf47cc3f1305103\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fda4c8e3169e84f885cbcb2999e3ec\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，瑞银发表报告称，指布伦特期油上周平均价格按周升3.3%至每桶82.5美元，主要受地缘政治因素推动，包括中东紧张局势升温及俄乌冲突持续。在地缘政治因素提振油价情况下，认为三桶油，即中石油、中石化及中海油将会受惠。中金则指出，石油可能仍是今年基本面较好的大宗资产。</p><p style=\"text-align: justify;\">此外，据券商中国报道，市场传言国企相关考核办法近期可能发布，但目前该消息尚未获得权威渠道的确认。中国石油在互动平台表示，公司已将市值表现纳入管理层年度业绩考核，从股价变化（个股对比、综合指数对比）和市场形象（资本运作表现、资本市场奖项、监管机构纪律处分）两个方面，对市值表现进行量化评价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"80883":"中国海洋石油-R","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0287142896.SGD":"Fidelity China Focus A-SGD","00386":"中国石油化工股份","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","00857":"中国石油股份","LU0823426308.USD":"法巴中国股票基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK1238":"石油与天然气的勘探与生产","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","00883":"中国海洋石油","SG9999001093.SGD":"United Greater China Fund A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192143922","content_text":"2月22日，三桶油AH股午后持续上扬，中国石油涨超4%，中国石油股份涨超5%；中国石化涨超2%，中国石油化工股份涨超3%；中国海油涨超4%，中国海洋石油涨超5%分别刷新AH股历史新高。消息面上，瑞银发表报告称，指布伦特期油上周平均价格按周升3.3%至每桶82.5美元，主要受地缘政治因素推动，包括中东紧张局势升温及俄乌冲突持续。在地缘政治因素提振油价情况下，认为三桶油，即中石油、中石化及中海油将会受惠。中金则指出，石油可能仍是今年基本面较好的大宗资产。此外，据券商中国报道，市场传言国企相关考核办法近期可能发布，但目前该消息尚未获得权威渠道的确认。中国石油在互动平台表示，公司已将市值表现纳入管理层年度业绩考核，从股价变化（个股对比、综合指数对比）和市场形象（资本运作表现、资本市场奖项、监管机构纪律处分）两个方面，对市值表现进行量化评价。","news_type":1,"symbols_score_info":{"80883":0.6,"00386":1,"00857":1,"00883":1}},"isVote":1,"tweetType":1,"viewCount":4948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}