第一桶小米米的个人主页 - 老虎社区

第一桶小米米

第一桶小米米

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IP属地：湖南

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第一桶小米米

04-21

今晚禾赛大涨速腾明天会有映射

汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾地平线发布L2城区辅助驾驶系统HSD

第一桶小米米

04-12

必须特朗普，他就是哪国家信用在做交易，开天价谈判和变化多端是他一贯的伎俩，没想到这次踢到了铁板

第一桶小米米

01-25

$第四范式(06682)$

第一桶小米米

2024-11-14

我也奇怪

第一桶小米米

2024-10-26

很明显是NV

第一桶小米米

2022-03-21

世界总是不那么太平

盘前异动 | 滴滴、B站跌超8%！突发事件来袭波音股价重挫

第一桶小米米

2021-08-17

$秦淮数据(CD)$一夜回到解放前

第一桶小米米

2021-07-08

这也太惨了吧，数据概念被打懵了

第一桶小米米

2021-06-23

加油吧，看好

第一桶小米米

2021-06-13

实在是不好吃，但是有品牌啊，市场也认，银行送客户的都是牌子，量不少价格也实惠，不丢面，销路还是不错的

抱歉，原内容已删除

第一桶小米米

2021-06-09

要加油哦，量什么时候上

第一桶小米米

2021-06-07

波动太大了，勇敢者的游戏

第一桶小米米

2021-06-04

动荡有点大

第一桶小米米

2021-05-18

和高瓴异曲同工

抱歉，原内容已删除

第一桶小米米

2021-04-09

值得关注，考验耐心

第一桶小米米

2021-04-07

不涨是有原因的

第一桶小米米

2021-04-06

怎么坐个高铁就能跌这么多啊，太无常了

第一桶小米米

2021-03-20

$涂鸦智能(TUYA)$高瓴的股，好好持有

第一桶小米米

2021-03-19

40加油吧

第一桶小米米

2021-03-09

这篇文章不错，转发给大家看

抱歉，原内容已删除

去老虎APP查看更多动态

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速腾明天会有映射","listText":"今晚禾赛大涨 速腾明天会有映射","text":"今晚禾赛大涨 速腾明天会有映射","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426914938085568","repostId":"2529803884","repostType":2,"repost":{"id":"2529803884","kind":"news","pubTimestamp":1745236464,"share":"https://ttm.financial/m/news/2529803884?lang=&edition=full","pubTime":"2025-04-21 19:54","market":"hk","language":"zh","title":"汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2529803884","media":"国信证券股份有...","summary":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。","content":"<html><body><article><p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）<a href=\"https://laohu8.com/S/PONY\">小马智行</a>获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>与滴滴自动驾驶达成合作。</p><p>高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 月，乘用车标配激光雷达渗透率6.4%，同比+2.8pct，环比+0.2pct。参考盖世汽车，1-2 月激光雷达供应商市占率华为（33%）、禾赛科技（31.3%）、速腾聚创（27.5%）、图达通（8.1%）。</p><p>智能驾驶：标配L2 级以上功能的乘用车渗透率2 月同比+4.3pct。2025 年2月，乘用车行业L2 级以上渗透率为15.8%，同比+4.3pct，高速NOA、城区NOA 渗透率分别为15.6%、9.4%，同比分别+6、+2pct，环比分别+1、+1pct。1）传感器：渗透率角度，前视摄像头、前向毫米波雷达、激光雷达2 月的渗透率分别为64.2%、52.2%、6.2%，同比分别+3、-2、+3pct，环比分别-7、-6、+0pct。2）域控制器：2025 年2 月，乘用车自动驾驶域控制器渗透率为18.4%，同比+6.1pct，环比+0.3pct。</p><p>智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升，本土企业崛起。从渗透率看，10 寸以上中控屏、10 寸以上液晶仪表、HUD、智能座舱域控制器2 月渗透率分别为81.5%、47.4%、14.6%、31.3%、23.6%、44.6%，同比分别+1、-4、+1、+9pct，环比分别-3、-11、-2、-5pct。</p><p>智能网联：OTA、T-BOX 2 月渗透率分别72.5%、71.7%，同比分别+6、-12pct。</p><p>投资建议：整车推荐<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>。零部件推荐：数据获取，推荐<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、速腾聚创、禾赛科技；数据传输，推荐<a href=\"https://laohu8.com/S/605333\">沪光股份</a>；数据处理，推荐<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>；数据应用，推荐<a href=\"https://laohu8.com/S/601799\">星宇股份</a>、华阳集团、<a href=\"https://laohu8.com/S/603197\">保隆科技</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>。</p><p>风险提示：汽车智能驾驶渗透速度不及预期风险，销量不及预期风险。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-21 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b><strong>国信证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","BK1575":"同股不同权","BK1587":"次新股","BK1539":"汽车股","02498":"速腾聚创","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","BK1119":"汽车制造商","BK1179":"电子设备和仪器","BK1610":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529803884","content_text":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）英伟达驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、特斯拉FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 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href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%。</p><p></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超5%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超7%。央视新闻报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><a href=\"https://laohu8.com/S/OIIM\">凹凸科技</a>盘前涨超20% 公司收到非约束性私有化要约。</p><p>软件制造商Anaplan盘前涨27%，被溢价30%收购。软件制造商Anaplan表示，该公司已与软件投资公司Thoma Bravo达成最终协议，后者将以每股66美元的价格收购该公司，全现金交易价值约107亿美元。较该股上周五收盘价50.59美元高出30%。收购完成后，Anaplan现任首席执行官Frank Calderoni将继续领导该公司。</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>盘前异动 | 滴滴、B站跌超8%！突发事件来袭波音股价重挫</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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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\">2022-03-21 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股股指期货微跌，中概股盘前走低，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%；突发事件来袭，<a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>跌超7%。今日起全面涨价，小鹏汽跌超5%；被溢价30%收购，Anaplan盘前涨27%。</b></blockquote><p>3月21日，美股股指期货微跌，道指期货跌0.27%，纳指期货跌0.44%，标普500指数跌0.25%。</p><p><img src=\"https://static.tigerbbs.com/7f90907c9aa31ba011aacee058c352b4\" tg-width=\"828\" tg-height=\"233\" referrerpolicy=\"no-referrer\"/></p><p>中概股盘前走低，$百世集团(<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>)$跌超14%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a 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href=\"https://laohu8.com/S/01810\">小米集团</a>港股涨5.99%。</p><p><img src=\"https://static.tigerbbs.com/25166923147984ee52d7cc6327045a78\" tg-width=\"840\" tg-height=\"470\"></p><p>因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167239056","content_text":"周一，在美上市的小米集团ADR涨超7%。今日小米集团港股涨5.99%。因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。","news_type":1,"symbols_score_info":{"01810":0.9,"MIUmain":0.9,"XIACY":0.9}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399877175,"gmtCreate":1606113320197,"gmtModify":1703840898904,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309761513,"gmtCreate":1602777258432,"gmtModify":1703827948470,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"<a 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Group(YALA)$这个还真妖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309761513","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300555942,"gmtCreate":1602260239386,"gmtModify":1703826358046,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"真的是上窜下跳","listText":"真的是上窜下跳","text":"真的是上窜下跳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300555942","repostId":"1138295124","repostType":4,"repost":{"id":"1138295124","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":1602258619,"share":"https://ttm.financial/m/news/1138295124?lang=&edition=full","pubTime":"2020-10-09 23:50","market":"us","language":"zh","title":"特朗普批准修订后的经济刺激方案，道指直线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1138295124","media":"老虎资讯综合","summary":"10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案。特朗普的一揽子支持计划包括对小企业的资","content":"<p>10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。<b>特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案</b>。</p><p>特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 </p><p>消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。</p><p><img src=\"https://static.tigerbbs.com/dec6eae838710ec71300783c07e26dd2\" tg-width=\"840\" tg-height=\"470\"></p><p>同时，航空股冲高，<a href=\"https://laohu8.com/S/GOL\">勒莫国航</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超1%。</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>特朗普批准修订后的经济刺激方案，道指直线拉升</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{ 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; 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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\">2020-10-09 23:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。<b>特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案</b>。</p><p>特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 </p><p>消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。</p><p><img src=\"https://static.tigerbbs.com/dec6eae838710ec71300783c07e26dd2\" tg-width=\"840\" tg-height=\"470\"></p><p>同时，航空股冲高，<a href=\"https://laohu8.com/S/GOL\">勒莫国航</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超1%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae2ff4f0dbefc0001a653cf1719d84fa","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138295124","content_text":"10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案。特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。同时，航空股冲高，勒莫国航涨超7%，美国航空集团、西南航空、达美航空涨超1%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393860287,"gmtCreate":1606280698649,"gmtModify":1703842234772,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"最需要学习的就是我们自己，最需要改变的正是我们自己","listText":"最需要学习的就是我们自己，最需要改变的正是我们自己","text":"最需要学习的就是我们自己，最需要改变的正是我们自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393860287","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307012163,"gmtCreate":1605317059252,"gmtModify":1703837504212,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"阿里是这个事发生之前增持的吧？","listText":"阿里是这个事发生之前增持的吧？","text":"阿里是这个事发生之前增持的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307012163","repostId":"1120060101","repostType":4,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306263951,"gmtCreate":1604409278373,"gmtModify":1703832906329,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"对抗权威的下场","listText":"对抗权威的下场","text":"对抗权威的下场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306263951","repostId":"1187966711","repostType":4,"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300690112,"gmtCreate":1602165444336,"gmtModify":1703825998787,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>感谢虎友，帮我坚定信心","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>感谢虎友，帮我坚定信心","text":"$Yalla Group(YALA)$感谢虎友，帮我坚定信心","images":[{"img":"https://static.tigerbbs.com/63b31d242506453dd2afb466a303e14e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300690112","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300352425,"gmtCreate":1602046437567,"gmtModify":1703825694158,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"乱弹琴","listText":"乱弹琴","text":"乱弹琴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300352425","repostId":"2073949918","repostType":2,"repost":{"id":"2073949918","kind":"news","pubTimestamp":1602034492,"share":"https://ttm.financial/m/news/2073949918?lang=&edition=full","pubTime":"2020-10-07 09:34","market":"hk","language":"zh","title":"公司才赚了50亿，他却拿了公司近百亿奖金，今还让公司损失1916亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2073949918","media":"凌家小慧","summary":"小米上市之前，雷军亲赴香港，拜访了李嘉诚。李嘉诚不仅成为了小米的基石投资者，他还促成了李泽钜跟雷军的合作。小米将登陆和记电讯全球10000多家门店。由于雷军表现出色，小米上市之前，一众股东在雷军不知情","content":"<html><body><article><p>小米上市之前，雷军亲赴香港，拜访了李嘉诚。李嘉诚不仅成为了小米的基石投资者，他还促成了李泽钜跟雷军的合作。小米将登陆和记电讯全球10000多家门店。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201007110914520v24622qc4xq9plk\"/><p>由于雷军表现出色，小米上市之前，一众股东在雷军不知情的情况下，给了雷军发了近百亿的奖金。这笔奖金也震惊了业绩。几年前之前，当时亏损的<a href=\"https://laohu8.com/S/JD\">京东</a>曾经给了刘强东一次性发了36亿的奖金，当时就引起了巨大的争议。</p><p>阿里也曾经给全公司的员工发了100多亿的奖金。不过个人奖金达到99亿的，目前放眼全国也只有雷军一个人。</p><p>然而雷军拿下了这笔巨额奖金之后，小米在最近的股价却遭遇腰斩。5天之内，小米的市值蒸发了510亿，目前距离最高的时候已经损失了1916亿。雷军个人的身家也缩水了500多亿。目前雷军是小米的第一大股东，持股29%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201007110915168v246engu0iw9hha\"/><p>小米市值缩水，除了雷军外，香港的陈启宗家族也损失巨大。陈启宗家族是香港地产五虎之一<a href=\"https://laohu8.com/S/00010\">恒隆集团</a>的老板。陈启宗当年跟弟弟陈乐宗一起成立了启晨创投。这支基金的所有资金都是来自于陈家的家族资金。这个基金是小米的第二大股东，持股接近20%。小米市值的缩水，陈启宗家族也损失了接近200亿元。</p><p>雷军在小米上市的时候，就曾经说过小米上市只是起点，不看重一时的得失，注重的是长期的股价表现。香港股市曾经创造过非常多的财富神话。当时李泽楷靠着科网的概念，曾经把<a href=\"https://laohu8.com/S/00008\">电讯盈科</a>的市值做到5600亿，李泽楷还成为了当时香港的第四大富豪。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201007110916270v246ffm0keez8mc\"/><p>当然曾经创造过财富神话，也创造过非常多的跳楼惨案。曾经的中国首富李河君曾经试过在一天之内，身家蒸发了1000多亿。当时李河君正在演讲，他演讲的20分钟内，他的汉能薄膜市值就腰斩了。</p><p>除了李河君外，前几年的潘苏通也试过如此。潘苏通的<a href=\"https://laohu8.com/S/00283\">高银地产</a>跟<a href=\"https://laohu8.com/S/00530\">高银金融</a>两家公司，也曾经在一天内蒸发了800亿的市值。潘苏通也在一天内就跌落了神坛。</p><p>其实雷军跟小米目前还是面对着众多的挑战，公司上市不过是一段落而已。在手机端上，小米面对着华为等公司巨大的挑战。在其他的家电领域，小米目前还没形成真正的优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201007110917512v246iuzbif3m5sr\"/><p>小米推出了空调之后，董明珠就站出来评价了小米空调。其实说实在的，格力等厂商在空调上二十多年的积累，不是小米可以在短时间内超越的。产品的质量才是形容品牌持久发展的关键。</p><p>在产业链上的差距，不是雷军在短时间内可以追上的。雷军一直希望改变小米是硬件公司的定位，不过小米始终还是难逃硬件公司的估值。</p><p>小米在上市之前，刚刚实现了全年的盈利，全年利润达到了50亿元。这个数据看起来虽然不错，但是在其他几家互联网巨头面前就不值一提了。小米全年的利润还不足给雷军奖金的一半。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201007110923283v246vamzhlq70tu\"/><p>不过即使小米不行，雷军还是有多的家底。这几年他投资了不少的好公司，其中有好几家公司都已经成功上市了，仅仅欢聚时代的投资，雷军就获利超过了上百亿。</p><p>公司刚赚了50亿，他却拿了公司近百亿奖金，今却让公司损失1916亿，希望雷军可以力挽狂澜，不要受到市场的影响，给用户做出更好的产品，其实这才是核心。</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\" 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#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公司才赚了50亿，他却拿了公司近百亿奖金，今还让公司损失1916亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-07 09:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010071109237a24774c&s=b><strong>凌家小慧</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米上市之前，雷军亲赴香港，拜访了李嘉诚。李嘉诚不仅成为了小米的基石投资者，他还促成了李泽钜跟雷军的合作。小米将登陆和记电讯全球10000多家门店。由于雷军表现出色，小米上市之前，一众股东在雷军不知情的情况下，给了雷军发了近百亿的奖金。这笔奖金也震惊了业绩。几年前之前，当时亏损的京东曾经给了刘强东一次性发了36亿的奖金，当时就引起了巨大的争议。阿里也曾经给全公司的员工发了100多亿的奖金。不过个人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010071109237a24774c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bee9f0f3bfa8f1746d18944ae6bafa0","relate_stocks":{"01810":"小米集团-W","KC":"金山云"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010071109237a24774c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2073949918","content_text":"小米上市之前，雷军亲赴香港，拜访了李嘉诚。李嘉诚不仅成为了小米的基石投资者，他还促成了李泽钜跟雷军的合作。小米将登陆和记电讯全球10000多家门店。由于雷军表现出色，小米上市之前，一众股东在雷军不知情的情况下，给了雷军发了近百亿的奖金。这笔奖金也震惊了业绩。几年前之前，当时亏损的京东曾经给了刘强东一次性发了36亿的奖金，当时就引起了巨大的争议。阿里也曾经给全公司的员工发了100多亿的奖金。不过个人奖金达到99亿的，目前放眼全国也只有雷军一个人。然而雷军拿下了这笔巨额奖金之后，小米在最近的股价却遭遇腰斩。5天之内，小米的市值蒸发了510亿，目前距离最高的时候已经损失了1916亿。雷军个人的身家也缩水了500多亿。目前雷军是小米的第一大股东，持股29%。小米市值缩水，除了雷军外，香港的陈启宗家族也损失巨大。陈启宗家族是香港地产五虎之一恒隆集团的老板。陈启宗当年跟弟弟陈乐宗一起成立了启晨创投。这支基金的所有资金都是来自于陈家的家族资金。这个基金是小米的第二大股东，持股接近20%。小米市值的缩水，陈启宗家族也损失了接近200亿元。雷军在小米上市的时候，就曾经说过小米上市只是起点，不看重一时的得失，注重的是长期的股价表现。香港股市曾经创造过非常多的财富神话。当时李泽楷靠着科网的概念，曾经把电讯盈科的市值做到5600亿，李泽楷还成为了当时香港的第四大富豪。当然曾经创造过财富神话，也创造过非常多的跳楼惨案。曾经的中国首富李河君曾经试过在一天之内，身家蒸发了1000多亿。当时李河君正在演讲，他演讲的20分钟内，他的汉能薄膜市值就腰斩了。除了李河君外，前几年的潘苏通也试过如此。潘苏通的高银地产跟高银金融两家公司，也曾经在一天内蒸发了800亿的市值。潘苏通也在一天内就跌落了神坛。其实雷军跟小米目前还是面对着众多的挑战，公司上市不过是一段落而已。在手机端上，小米面对着华为等公司巨大的挑战。在其他的家电领域，小米目前还没形成真正的优势。小米推出了空调之后，董明珠就站出来评价了小米空调。其实说实在的，格力等厂商在空调上二十多年的积累，不是小米可以在短时间内超越的。产品的质量才是形容品牌持久发展的关键。在产业链上的差距，不是雷军在短时间内可以追上的。雷军一直希望改变小米是硬件公司的定位，不过小米始终还是难逃硬件公司的估值。小米在上市之前，刚刚实现了全年的盈利，全年利润达到了50亿元。这个数据看起来虽然不错，但是在其他几家互联网巨头面前就不值一提了。小米全年的利润还不足给雷军奖金的一半。不过即使小米不行，雷军还是有多的家底。这几年他投资了不少的好公司，其中有好几家公司都已经成功上市了，仅仅欢聚时代的投资，雷军就获利超过了上百亿。公司刚赚了50亿，他却拿了公司近百亿奖金，今却让公司损失1916亿，希望雷军可以力挽狂澜，不要受到市场的影响，给用户做出更好的产品，其实这才是核心。","news_type":1,"symbols_score_info":{"01810":0.9,"KC":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426914938085568,"gmtCreate":1745250848571,"gmtModify":1745250849886,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561942414626485","authorIdStr":"3561942414626485"},"themes":[],"htmlText":"今晚禾赛大涨 速腾明天会有映射","listText":"今晚禾赛大涨 速腾明天会有映射","text":"今晚禾赛大涨 速腾明天会有映射","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426914938085568","repostId":"2529803884","repostType":2,"repost":{"id":"2529803884","kind":"news","pubTimestamp":1745236464,"share":"https://ttm.financial/m/news/2529803884?lang=&edition=full","pubTime":"2025-04-21 19:54","market":"hk","language":"zh","title":"汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2529803884","media":"国信证券股份有...","summary":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。","content":"<html><body><article><p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）<a href=\"https://laohu8.com/S/PONY\">小马智行</a>获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>与滴滴自动驾驶达成合作。</p><p>高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 月，乘用车标配激光雷达渗透率6.4%，同比+2.8pct，环比+0.2pct。参考盖世汽车，1-2 月激光雷达供应商市占率华为（33%）、禾赛科技（31.3%）、速腾聚创（27.5%）、图达通（8.1%）。</p><p>智能驾驶：标配L2 级以上功能的乘用车渗透率2 月同比+4.3pct。2025 年2月，乘用车行业L2 级以上渗透率为15.8%，同比+4.3pct，高速NOA、城区NOA 渗透率分别为15.6%、9.4%，同比分别+6、+2pct，环比分别+1、+1pct。1）传感器：渗透率角度，前视摄像头、前向毫米波雷达、激光雷达2 月的渗透率分别为64.2%、52.2%、6.2%，同比分别+3、-2、+3pct，环比分别-7、-6、+0pct。2）域控制器：2025 年2 月，乘用车自动驾驶域控制器渗透率为18.4%，同比+6.1pct，环比+0.3pct。</p><p>智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升，本土企业崛起。从渗透率看，10 寸以上中控屏、10 寸以上液晶仪表、HUD、智能座舱域控制器2 月渗透率分别为81.5%、47.4%、14.6%、31.3%、23.6%、44.6%，同比分别+1、-4、+1、+9pct，环比分别-3、-11、-2、-5pct。</p><p>智能网联：OTA、T-BOX 2 月渗透率分别72.5%、71.7%，同比分别+6、-12pct。</p><p>投资建议：整车推荐<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>。零部件推荐：数据获取，推荐<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、速腾聚创、禾赛科技；数据传输，推荐<a href=\"https://laohu8.com/S/605333\">沪光股份</a>；数据处理，推荐<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>；数据应用，推荐<a href=\"https://laohu8.com/S/601799\">星宇股份</a>、华阳集团、<a href=\"https://laohu8.com/S/603197\">保隆科技</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>。</p><p>风险提示：汽车智能驾驶渗透速度不及预期风险，销量不及预期风险。</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>汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD</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汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-21 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b><strong>国信证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","BK1575":"同股不同权","BK1587":"次新股","BK1539":"汽车股","02498":"速腾聚创","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","BK1119":"汽车制造商","BK1179":"电子设备和仪器","BK1610":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529803884","content_text":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）英伟达驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、特斯拉FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 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