华尔街赌侠的个人主页 - 老虎社区

华尔街赌侠

华尔街赌侠

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华尔街赌侠

10-23

Replying to @畜牧教主马斯克:造车太卷了，已经不值得投入大量精力来卷了，利润只会越来越低，在其他方面有所突破才是特斯拉需要的//@畜牧教主马斯克:不认可，基本盘汽车量产销售都做不好其他东西有什么理由相信他能量产成功？

华尔街赌侠

10-22

无法做到深度融合之前激光雷达就是累赘

本土激光雷达大厂CEO：特斯拉纯视觉方案不够安全

华尔街赌侠

10-14

$标普500(.SPX)$ 今天还有反转吗$纳指100ETF(QQQ)$ [生气] $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$

华尔街赌侠

10-08

？

特斯拉：标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏

华尔街赌侠

10-07

$Figma(FIG)$ 刚看到发布会直播，立马过来已经拉起来了[流泪]

华尔街赌侠

10-06

你看到的是左手倒右手，我看到的是对算力的疯狂抢夺，一定是看到了什么才会这样疯狂抢算力。

华尔街赌侠

09-26

当然是黄金➕mag7，英特尔纯消息面支撑，业绩目前看不到任何改善，30以下可以上车

华尔街赌侠

09-26

今天机构调仓基本结束，10月新一轮上涨即将上演，在车上的抓紧车票不要中途下车，还没上车的抓紧补票

华尔街赌侠

09-23

$WTI原油主连 2511(CLmain)$ 黄金都涨疯了你涨点吧大哥

华尔街赌侠

09-18

$WTI原油主连 2511(CLmain)$ 能不能硬起来

华尔街赌侠

09-15

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 我日嘛下午挂的单被偷家了[笑哭] 老马上开手断了$特斯拉(TSLA)$

华尔街赌侠

09-10

$苹果(AAPL)$ 再次重申观点，苹果在未来一定也是ai龙头，ai在应用端大规模落地后会有3～5倍的涨幅。很多人觉得现在的苹果在ai方面落伍了，但其实不然，苹果对待新技术的态度是非常克制的，这点在目前看来是成为了苹果突破的拖累，因为苹果是一家完美主义的公司，一直会把用户隐私和用户体验放在第一位，目前ai普及最大的隐患和争议就是隐私安全，所以苹果发展的方向一直是本地小模型，这点是福是祸现在来断定为时尚早。其次苹果可以说是目前最强大也最先进的硬件制造商，并且拥有自研芯片的能力，强大的设计研发能力和供应链能力能保证苹果在未来的ai应用端保持极强的竞争力。极强的现金流，也可以在找准方向后通过收购来进一步强化自身的ai能力。苹果最无可匹敌的护城河是掌握着全球海量用户的信息数据甚至生活习惯，这些数据一旦用于ai的训练将会是质变，这也是为何各大ai大模型公司都在争相与苹果谈合作，让ai变得更懂用户，只通过平时的对话框是不够的，这些用户行为数据是必不可缺的。最后苹果对于ai的理解可能与市场期待的不同，不是推出一个程序或者大模型，ai在未来应该是系统级的，与系统融为一体，这也是苹果目前发展的方向，虽然没有推出什么重量级应用，但是最近的版本更新已经可以在很多地方看到ai的身影，我们也可以一窥苹果的ai野心，可能不知不觉一段时间之后我们再来盘点苹果的ai应用，可能会惊奇地发现已经无处不在了。短期股价或许承压，但是未来是被这些科技公司牢牢把控的，特斯拉也是同理，如果有耐心，拿个3～5年绝对可以给你带来意想不到的收益。

华尔街赌侠

09-10

Replying to @画饼仙人马斯克:画饼和对未来世界的畅想的界定是什么？你认为未来世界没有自动驾驶和机器人吗？//@画饼仙人马斯克:特斯拉的市值来源根本不是机器人，马教主才是。核心就是画饼[弱]

华尔街赌侠

09-06

$SharpLink Gaming(SBET)$ 这货跌了两周市值居然没变，一直在增发那肯定跌

华尔街赌侠

09-03

$Faraday Future Intelligent Electric Inc(FFAI)$ 很奇怪之前唱多那群人呢[笑哭] 已老实？

华尔街赌侠

08-27

$CoreWeave, Inc.(CRWV)$ 董事疯狂套现，这垃圾还没到底

华尔街赌侠

08-23

$伯克希尔B(BRK.B)$

华尔街赌侠

08-22

人如其名

华尔街赌侠

08-21

崩不会崩，回调是大概率的

华尔街赌侠

08-20

就是涨太多了

去老虎APP查看更多动态

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to <a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:造车太卷了，已经不值得投入大量精力来卷了，利润只会越来越低，在其他方面有所突破才是特斯拉需要的//<a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:不认可，基本盘汽车量产销售都做不好其他东西有什么理由相信他能量产成功？","listText":"Replying to <a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:造车太卷了，已经不值得投入大量精力来卷了，利润只会越来越低，在其他方面有所突破才是特斯拉需要的//<a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:不认可，基本盘汽车量产销售都做不好其他东西有什么理由相信他能量产成功？","text":"Replying to @畜牧教主马斯克:造车太卷了，已经不值得投入大量精力来卷了，利润只会越来越低，在其他方面有所突破才是特斯拉需要的//@畜牧教主马斯克:不认可，基本盘汽车量产销售都做不好其他东西有什么理由相信他能量产成功？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492283069518208","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"主业如电动皮卡电动重卡还有一代roadster都没有量产成功又转移去说要量产难度更高的新款无人的士和机器人可信度有多少？","text":"主业如电动皮卡电动重卡还有一代roadster都没有量产成功又转移去说要量产难度更高的新款无人的士和机器人可信度有多少？","html":"主业如电动皮卡电动重卡还有一代roadster都没有量产成功又转移去说要量产难度更高的新款无人的士和机器人可信度有多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491890814529656,"gmtCreate":1761111604479,"gmtModify":1761111606949,"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"themes":[],"htmlText":"无法做到深度融合之前激光雷达就是累赘","listText":"无法做到深度融合之前激光雷达就是累赘","text":"无法做到深度融合之前激光雷达就是累赘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491890814529656","repostId":"2577438792","repostType":2,"repost":{"id":"2577438792","kind":"news","pubTimestamp":1761095908,"share":"https://www.laohu8.com/m/news/2577438792?lang=&edition=full","pubTime":"2025-10-22 09:18","market":"us","language":"zh","title":"本土激光雷达大厂CEO：特斯拉纯视觉方案不够安全","url":"https://stock-news.laohu8.com/highlight/detail?id=2577438792","media":"半导体行业观察","summary":"中国激光雷达制造商速腾聚创的创始人邱纯潮表示，对于自动驾驶汽车来说，多传感器系统比特斯拉首席执行官埃隆·马斯克所吹捧的纯视觉系统更好、更安全。激光雷达和雷达使自动驾驶汽车能够在恶劣天气和光线不足的情况下更好地探测物体。尽管激光雷达和雷达各有优势，但马斯克一直坚称特斯拉不会使用激光雷达。马斯克随后指出，一旦特斯拉专注于纯视觉方法，安全性就会有所提高。","content":"<html><body><article><p>来源：内容编译自businessinsider。</p><p>中国激光雷达制造商<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>的创始人邱纯潮表示，对于自动驾驶汽车来说，多传感器系统比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克所吹捧的纯视觉系统更好、更安全。</p><p>LiDAR 是光探测和测距的缩写，是一种通过发射激光束并测量返回信号所需时间来扫描环境的传感器。Waymo的自动驾驶出租车以及机器人吸尘器和智能手机摄像头等消费产品中都使用了 LiDAR 技术。</p><p>邱于 9 月在新加坡举行的未来中国全球论坛期间告诉《商业内幕》：“过去 10 年左右，人们一直在争论自动驾驶汽车是采用纯视觉方法还是多传感器方法更好。”</p><p>“但现在，显然每个人都明白，仅依靠视觉的方法不够安全。有很多极端情况是仅依靠视觉的系统无法解决的。”他补充道。</p><p>邱先生告诉《商业内幕》，仅靠视觉系统无法实现 3 级或 4 级自动驾驶能力。他补充说，要实现这一目标，需要添加包括激光雷达在内的其他传感器。</p><p>标准组织 SAE International 将自动化系统分为 1 至 5 级。1 级系统仅能提供基本辅助，例如自动刹车和车道保持；5 级系统则可以在所有路况下驾驶车辆。特斯拉的全自动驾驶软件需要人工监督，属于 2 级系统。</p><p>“假设你正在高速公路上行驶。如果有一辆白色汽车停在你面前，那么对于纯视觉系统来说，分辨它是一辆汽车还是天空中的一朵白云将是一项挑战，”邱说。</p><p>“同样，如果你正开车驶向<a href=\"https://laohu8.com/S/600820\">隧道</a>，系统可能无法判断前面是否有一辆黑色汽车行驶，”他补充道。</p><p>市场研究机构 Yole Group 在 3 月份发布的一份报告中称，成立于 2014 年的 RoboSense 将在 2024 年占据全球乘用车激光雷达系统最大的市场份额。</p><p><strong>马斯克：激光雷达“昂贵且不必要”</strong></p><p>马斯克长期以来一直是LiDAR 系统的批评者，最近一次是在8 月份。2019 年 4 月，马斯克在特斯拉的“自动驾驶日”活动上表示，汽车制造商最终将停止在其自动驾驶汽车上使用 LiDAR 技术。</p><p>马斯克长期以来一直坚持认为，在无人驾驶汽车上仅使用摄像头是实现真正自动驾驶的唯一途径。特斯拉的消费级车辆配备了所谓的“自动驾驶”和“全自动驾驶”功能，允许驾驶员在高速公路上解放双手巡航。这些车辆依靠多个外部摄像头进行导航、转向和刹车。该公司的自动驾驶出租车也使用类似的软件，并且也完全依赖摄像头。</p><p>特斯拉对摄像头的依赖与 Waymo 和 Zoox 等其他自动驾驶汽车公司形成了鲜明对比。这些公司使用结合摄像头和传感器的阵列，包括雷达和激光雷达。例如，根据彭博社的分析，Waymo 的最新版本无人驾驶汽车使用了大约 40 个外部摄像头和传感器，而配备最新版本全自动驾驶系统的特斯拉仅使用了大约 8 个外部摄像头。激光雷达和雷达使自动驾驶汽车能够在恶劣天气和光线不足的情况下更好地探测物体。</p><p>尽管激光雷达和雷达各有优势，但马斯克一直坚称特斯拉不会使用激光雷达。“激光雷达很差劲，”马斯克在2019年的特斯拉自动驾驶日上说道。“在汽车上，它简直蠢透了。它既昂贵又没必要。”</p><p>据彭博社报道，激光雷达的价格要高得多，每辆车的成本约为1.2万美元，而摄像头的成本约为每辆车400美元。马斯克坚持认为，纯摄像头技术是实现自动驾驶最“人性化”的方式，因为人们是用眼睛来导航的。</p><p>马斯克表示：“我应该指出，我实际上并不像听起来那么讨厌激光雷达。”他补充说，SpaceX 的龙飞船使用激光雷达在国际空间站导航和对接。</p><p>“在汽车上，这简直太蠢了。它既昂贵又没必要，”他继续说道。“一旦你解决了视觉问题，它就变得毫无价值了。所以，你那些昂贵的硬件在汽车上毫无价值。”</p><p>在几个月前的一次采访中，Uber 首席执行官达拉·科斯罗萨西分享了他对自动驾驶竞赛的看法。他表示，他仍然倾向于相信，Waymo 的做法是必要的，即为汽车配备激光雷达和雷达等设备，以实现自动驾驶汽车超人的安全性。</p><p>“固态激光雷达售价 500 美元。为了实现超乎寻常的安全，为什么不也加装激光雷达呢？我们所有的合作伙伴都在使用摄像头、雷达和激光雷达的组合，我个人认为这是正确的解决方案，但我的观点也可能被证明是错的。”这位 Uber 首席执行官指出。</p><p>针对Uber 首席执行官的言论，埃隆·马斯克表示，至少根据特斯拉的经验，激光雷达和雷达实际上会降低安全性，而不是提高安全性。特斯拉首席执行官表示，有时激光雷达和雷达等传感器与摄像头的识别结果会不一致。这会造成传感器模糊性，进而增加风险。马斯克随后指出，一旦特斯拉专注于纯视觉方法，安全性就会有所提高。</p><p>斯克写道：“激光雷达和雷达会因为传感器争用而降低安全性。如果激光雷达/雷达与摄像头的识别结果不一致，哪个会胜出？这种传感器的模糊性会增加风险，而不是降低风险。这就是为什么 Waymo 不能在高速公路上行驶。我们关闭了特斯拉的雷达，以提高安全性。摄像头万岁！”</p><p>但速腾聚创的邱先生指出，过去几年，激光雷达系统的成本已大幅下降，从每辆车约7万美元降至几百美元左右。他补充说，随着成本持续下降，激光雷达系统的性能也随之提升。</p><p>在汽车高管中，马斯克对激光雷达的看法似乎只占少数。<a href=\"https://laohu8.com/S/F\">福特</a>首席执行官吉姆·法利在今年6月的阿斯彭思想节上表示，福特认为激光雷达是“关键任务”。</p><p>法利说：“例如，卡车后部的反光或太阳照射到摄像头上时，摄像头会完全失明，但 LiDAR 系统却能准确地看到。”</p><p>中国电动汽车制造商<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的首席执行官李想去年在公司的“AI Talk”活动上表示， 马斯克看不到激光雷达的价值，因为美国和中国的交通状况差异很大。</p><p>“如果你在中国晚上开车，你会经常看到尾灯坏了的卡车，甚至没有尾灯的卡车，就停在路上，”他说，并补充说现有的摄像系统无法从远处探测到这些卡车。</p><p>他补充道：“我相信，如果马斯克在中国，深夜在各种高速公路上行驶，他也会选择安装激光雷达。”</p><p>参考链接</p><p>https://www.businessinsider.com/robosense-steven-qiu-elon-musk-self-driving-lidar-camera-problem-2025-10</p><p>*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</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\" 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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本土激光雷达大厂CEO：特斯拉纯视觉方案不够安全\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 09:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022092321a46d4799&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容编译自businessinsider。中国激光雷达制造商速腾聚创的创始人邱纯潮表示，对于自动驾驶汽车来说，多传感器系统比特斯拉首席执行官埃隆·马斯克所吹捧的纯视觉系统更好、更安全。LiDAR 是光探测和测距的缩写，是一种通过发射激光束并测量返回信号所需时间来扫描环境的传感器。Waymo的自动驾驶出租车以及机器人吸尘器和智能手机摄像头等消费产品中都使用了 LiDAR 技术。邱于 9 月在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022092321a46d4799&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" 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\"A\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022092321a46d4799&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577438792","content_text":"来源：内容编译自businessinsider。中国激光雷达制造商速腾聚创的创始人邱纯潮表示，对于自动驾驶汽车来说，多传感器系统比特斯拉首席执行官埃隆·马斯克所吹捧的纯视觉系统更好、更安全。LiDAR 是光探测和测距的缩写，是一种通过发射激光束并测量返回信号所需时间来扫描环境的传感器。Waymo的自动驾驶出租车以及机器人吸尘器和智能手机摄像头等消费产品中都使用了 LiDAR 技术。邱于 9 月在新加坡举行的未来中国全球论坛期间告诉《商业内幕》：“过去 10 年左右，人们一直在争论自动驾驶汽车是采用纯视觉方法还是多传感器方法更好。”“但现在，显然每个人都明白，仅依靠视觉的方法不够安全。有很多极端情况是仅依靠视觉的系统无法解决的。”他补充道。邱先生告诉《商业内幕》，仅靠视觉系统无法实现 3 级或 4 级自动驾驶能力。他补充说，要实现这一目标，需要添加包括激光雷达在内的其他传感器。标准组织 SAE International 将自动化系统分为 1 至 5 级。1 级系统仅能提供基本辅助，例如自动刹车和车道保持；5 级系统则可以在所有路况下驾驶车辆。特斯拉的全自动驾驶软件需要人工监督，属于 2 级系统。“假设你正在高速公路上行驶。如果有一辆白色汽车停在你面前，那么对于纯视觉系统来说，分辨它是一辆汽车还是天空中的一朵白云将是一项挑战，”邱说。“同样，如果你正开车驶向隧道，系统可能无法判断前面是否有一辆黑色汽车行驶，”他补充道。市场研究机构 Yole Group 在 3 月份发布的一份报告中称，成立于 2014 年的 RoboSense 将在 2024 年占据全球乘用车激光雷达系统最大的市场份额。马斯克：激光雷达“昂贵且不必要”马斯克长期以来一直是LiDAR 系统的批评者，最近一次是在8 月份。2019 年 4 月，马斯克在特斯拉的“自动驾驶日”活动上表示，汽车制造商最终将停止在其自动驾驶汽车上使用 LiDAR 技术。马斯克长期以来一直坚持认为，在无人驾驶汽车上仅使用摄像头是实现真正自动驾驶的唯一途径。特斯拉的消费级车辆配备了所谓的“自动驾驶”和“全自动驾驶”功能，允许驾驶员在高速公路上解放双手巡航。这些车辆依靠多个外部摄像头进行导航、转向和刹车。该公司的自动驾驶出租车也使用类似的软件，并且也完全依赖摄像头。特斯拉对摄像头的依赖与 Waymo 和 Zoox 等其他自动驾驶汽车公司形成了鲜明对比。这些公司使用结合摄像头和传感器的阵列，包括雷达和激光雷达。例如，根据彭博社的分析，Waymo 的最新版本无人驾驶汽车使用了大约 40 个外部摄像头和传感器，而配备最新版本全自动驾驶系统的特斯拉仅使用了大约 8 个外部摄像头。激光雷达和雷达使自动驾驶汽车能够在恶劣天气和光线不足的情况下更好地探测物体。尽管激光雷达和雷达各有优势，但马斯克一直坚称特斯拉不会使用激光雷达。“激光雷达很差劲，”马斯克在2019年的特斯拉自动驾驶日上说道。“在汽车上，它简直蠢透了。它既昂贵又没必要。”据彭博社报道，激光雷达的价格要高得多，每辆车的成本约为1.2万美元，而摄像头的成本约为每辆车400美元。马斯克坚持认为，纯摄像头技术是实现自动驾驶最“人性化”的方式，因为人们是用眼睛来导航的。马斯克表示：“我应该指出，我实际上并不像听起来那么讨厌激光雷达。”他补充说，SpaceX 的龙飞船使用激光雷达在国际空间站导航和对接。“在汽车上，这简直太蠢了。它既昂贵又没必要，”他继续说道。“一旦你解决了视觉问题，它就变得毫无价值了。所以，你那些昂贵的硬件在汽车上毫无价值。”在几个月前的一次采访中，Uber 首席执行官达拉·科斯罗萨西分享了他对自动驾驶竞赛的看法。他表示，他仍然倾向于相信，Waymo 的做法是必要的，即为汽车配备激光雷达和雷达等设备，以实现自动驾驶汽车超人的安全性。“固态激光雷达售价 500 美元。为了实现超乎寻常的安全，为什么不也加装激光雷达呢？我们所有的合作伙伴都在使用摄像头、雷达和激光雷达的组合，我个人认为这是正确的解决方案，但我的观点也可能被证明是错的。”这位 Uber 首席执行官指出。针对Uber 首席执行官的言论，埃隆·马斯克表示，至少根据特斯拉的经验，激光雷达和雷达实际上会降低安全性，而不是提高安全性。特斯拉首席执行官表示，有时激光雷达和雷达等传感器与摄像头的识别结果会不一致。这会造成传感器模糊性，进而增加风险。马斯克随后指出，一旦特斯拉专注于纯视觉方法，安全性就会有所提高。斯克写道：“激光雷达和雷达会因为传感器争用而降低安全性。如果激光雷达/雷达与摄像头的识别结果不一致，哪个会胜出？这种传感器的模糊性会增加风险，而不是降低风险。这就是为什么 Waymo 不能在高速公路上行驶。我们关闭了特斯拉的雷达，以提高安全性。摄像头万岁！”但速腾聚创的邱先生指出，过去几年，激光雷达系统的成本已大幅下降，从每辆车约7万美元降至几百美元左右。他补充说，随着成本持续下降，激光雷达系统的性能也随之提升。在汽车高管中，马斯克对激光雷达的看法似乎只占少数。福特首席执行官吉姆·法利在今年6月的阿斯彭思想节上表示，福特认为激光雷达是“关键任务”。法利说：“例如，卡车后部的反光或太阳照射到摄像头上时，摄像头会完全失明，但 LiDAR 系统却能准确地看到。”中国电动汽车制造商理想汽车的首席执行官李想去年在公司的“AI Talk”活动上表示， 马斯克看不到激光雷达的价值，因为美国和中国的交通状况差异很大。“如果你在中国晚上开车，你会经常看到尾灯坏了的卡车，甚至没有尾灯的卡车，就停在路上，”他说，并补充说现有的摄像系统无法从远处探测到这些卡车。他补充道：“我相信，如果马斯克在中国，深夜在各种高速公路上行驶，他也会选择安装激光雷达。”参考链接https://www.businessinsider.com/robosense-steven-qiu-elon-musk-self-driving-lidar-camera-problem-2025-10*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489069904576544,"gmtCreate":1760429401703,"gmtModify":1760429403581,"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 今天还有反转吗<a 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$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489069904576544","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486756748640696,"gmtCreate":1759865978034,"gmtModify":1759865979996,"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486756748640696","repostId":"1169875634","repostType":2,"repost":{"id":"1169875634","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1759861696,"share":"https://www.laohu8.com/m/news/1169875634?lang=&edition=full","pubTime":"2025-10-08 02:28","market":"us","language":"zh","title":"特斯拉：标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏","url":"https://stock-news.laohu8.com/highlight/detail?id=1169875634","media":"美股速递","summary":"特斯拉官网显示，标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏。","content":"<p>特斯拉官网显示，标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉：标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏</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：标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-08 02:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特斯拉官网显示，标准版Model Y配备8英寸第二排触摸屏，不配备15.4英寸前排触摸屏。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4550":"红杉资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU1551013425.SGD":"Allianz Income 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