老虎同学好的个人主页 - 老虎社区

老虎同学好

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IP属地：辽宁

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0勋章

老虎同学好

11-30

有路径就是好事

欧洲自动驾驶提速：西班牙正式开闸，Tesla FSD迎来落地窗口

老虎同学好

11-27

$中伟新材(02579)$ 这个垃圾

老虎同学好

11-26

老虎，你发这玩意啥意思

特斯拉在欧洲跌麻了！10月销量特斯拉腰斩比亚迪翻2倍

老虎同学好

11-26

$Applied Therapeutics Inc.(APLT)$ 这是要重组吗？怎么裁员那么多，是不是证明现有开发产品线彻底失败了？了解的大神聊聊

老虎同学好

11-24

$特斯拉(TSLA)$ 今天这是怎么了，

老虎同学好

11-17

$Applied Therapeutics Inc.(APLT)$ 有人在玩吗？

老虎同学好

11-10

写这个文章的应该署名

特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！

老虎同学好

11-07

先实现自动驾驶

老虎同学好

11-07

利空

马斯克描绘特斯拉未来图景：将自建巨型芯片厂、Optimus成本仅2万美元

老虎同学好

11-06

什么垃圾新闻？

iPhone 16今晚揭晓，会引爆苹果“换机潮”吗？

老虎同学好

11-06

10倍杠杆有啥可吹的

@肉松爱老虎:$乐舒适(02698)$ 打了1000w多，才1手？

老虎同学好

11-06

中的太少了

老虎同学好

11-06

$特斯拉(TSLA)$ 还是你好

老虎同学好

11-06

$赛力斯(09927)$ 垃圾

老虎同学好

11-06

小米真的垃圾，不信你就自己买点用用，包你后悔

老虎同学好

11-04

$赛力斯(09927)$ 哎，垃圾票啊

老虎同学好

11-04

看看会怎样

老虎同学好

11-03

少涨点就满足了

老虎同学好

10-31

英伟达和特斯拉

老虎同学好

10-29

$C1 Fund Inc.(CFND)$

去老虎APP查看更多动态

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09:09","market":"us","language":"zh","title":"欧洲自动驾驶提速：西班牙正式开闸，Tesla FSD迎来落地窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2587076027","media":"FOMO小王","summary":"西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 Tesla FSD 这样原本受限于欧盟审批的高阶功能，也迎来了新的突破窗口，类似FSD 在欧洲“开花”的监管基础终于搭建起来了。","content":"<html><body><article><p>西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。西班牙交通总局DGT随后发布了《自动驾驶车辆道路测试授权框架》，明确了自动驾驶测试的适用范围、道路条件、责任划分与安全要求，为各类 L3/L4 自动驾驶功能在真实道路上合法落地提供了统一规则。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251130102243453v152qo8o4way88z\"/><p>有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> FSD 这样原本受限于欧盟审批的高阶功能，也迎来了新的突破窗口，类似FSD 在欧洲“开花”的监管基础终于搭建起来了。</p><img 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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欧洲自动驾驶提速：西班牙正式开闸，Tesla FSD迎来落地窗口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-30 09:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130102330a4c2f5f6&s=b><strong>FOMO小王</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>西班牙在自动驾驶合法化与落地测试方面迈出了实质性一步，正式从“局部试点”进入“全国可授权测试”的监管阶段。西班牙交通总局DGT随后发布了《自动驾驶车辆道路测试授权框架》，明确了自动驾驶测试的适用范围、道路条件、责任划分与安全要求，为各类 L3/L4 自动驾驶功能在真实道路上合法落地提供了统一规则。有了这套框架，欧洲自动驾驶生态的推进将明显提速，而像 Tesla FSD 这样原本受限于欧盟审批的高阶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130102330a4c2f5f6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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这个垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504737087213976","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504032039161912,"gmtCreate":1764088822638,"gmtModify":1764088825095,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"老虎，你发这玩意啥意思","listText":"老虎，你发这玩意啥意思","text":"老虎，你发这玩意啥意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504032039161912","repostId":"2586477616","repostType":2,"repost":{"id":"2586477616","kind":"news","pubTimestamp":1764086568,"share":"https://www.laohu8.com/m/news/2586477616?lang=&edition=full","pubTime":"2025-11-26 00:02","market":"us","language":"zh","title":"特斯拉在欧洲跌麻了！10月销量特斯拉腰斩 比亚迪翻2倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2586477616","media":"快科技","summary":"快科技11月26日消息，特斯拉在欧洲市场依旧没有扭转销量颓势，而中国电动车企比亚迪却在欧洲市场连续攻城略地，整体销量已远超特斯拉。与之比较，特斯拉在欧洲的新车注册量为6,964辆，同比下降48.5%，去年同期为13,519辆。作为对比，特斯拉前三季度交付121.8万台，已落后比亚迪近40万台，甚至超过特斯拉单季度的交付总量，比亚迪已提前锁定全球纯电车销冠。","content":"<html><body><article><p>快科技11月26日消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲市场依旧没有扭转销量颓势，<strong>而中国电动车企<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>却在欧洲市场连续攻城略地，整体销量已远超特斯拉。</strong></p><p>欧洲汽车制造商协会（ACEA）日前公布数据显示，今年10月份，<strong><a href=\"https://laohu8.com/S/002594\">比亚迪</a>在欧洲市场（涵盖欧盟27国及冰岛、列支敦士登、挪威、瑞士和英国，即“欧盟+EFTA+英国”地区）的</strong>新车注册量达17,470辆，同比增长206.8%，去年同期为5,695辆。</p><p>与之比较，特斯拉在欧洲的新车注册量为6,964辆，同比下降48.5%，去年同期为13,519辆。</p><p>累计销量方面，今年1至10月，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>累计在欧洲市场的新车注册总量达138,390辆，同比大幅增长285.0%，去年同期为35,949辆；</p><p>特斯拉同期注册量为180,688辆，同比下降29.6%，去年同期为256,495辆。</p><p>此外，随着比亚迪海外市场的热销，全球电动车销冠也从特斯拉易主到比亚迪身上。</p><p>数据显示，2025年前三季度，比亚迪新能源汽车（NEV）整体销量达326万台，电动车占比49.26%，销量近160.6万台。</p><p>作为对比，<strong>特斯拉前三季度交付121.8万台，已落后比亚迪近40万台，甚至超过特斯拉单季度的交付总量，比亚迪已提前锁定全球纯电车销冠。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126001255381d1523zddpifalof\"/></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>特斯拉在欧洲跌麻了！10月销量特斯拉腰斩 比亚迪翻2倍</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126001258a4b9d824&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4543":"AI","LU0823411888.USD":"法巴消费创新基金 Cap","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND 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这是要重组吗？怎么裁员那么多，是不是证明现有开发产品线彻底失败了？了解的大神聊聊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504026166362192","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503709497766720,"gmtCreate":1763998504887,"gmtModify":1763998506854,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今天这是怎么了，","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今天这是怎么了，","text":"$特斯拉(TSLA)$ 今天这是怎么了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503709497766720","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501194220507568,"gmtCreate":1763391423439,"gmtModify":1763391425298,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APLT\">$Applied Therapeutics Inc.(APLT)$ </a> 有人在玩吗？","listText":"<a href=\"https://laohu8.com/S/APLT\">$Applied Therapeutics Inc.(APLT)$ </a> 有人在玩吗？","text":"$Applied Therapeutics Inc.(APLT)$ 有人在玩吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501194220507568","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498587982602992,"gmtCreate":1762748259837,"gmtModify":1762748262073,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"写这个文章的应该署名","listText":"写这个文章的应该署名","text":"写这个文章的应该署名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498587982602992","repostId":"2582389084","repostType":2,"repost":{"id":"2582389084","kind":"news","pubTimestamp":1762704156,"share":"https://www.laohu8.com/m/news/2582389084?lang=&edition=full","pubTime":"2025-11-10 00:02","market":"us","language":"zh","title":"特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！","url":"https://stock-news.laohu8.com/highlight/detail?id=2582389084","media":"汽车产业前线观察","summary":"可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251110001337931v1630lkn4uv41m0\"/><p>打开<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。</p><p>这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。</p><p><strong>从 “选配” 到 “神话”：FSD 的定义一直在变</strong></p><p>自 2013 年推出 Autopilot（自动驾驶辅助系统）以来，特斯拉就没停下过对 “自动驾驶” 的宣传造势。</p><p>多年来，Autopilot 和 FSD 的定位不断调整：最初基础版 Autopilot 是额外付费的选配，现在成了多数车型的标配；而 FSD 则始终是 “高端升级包”，价格最高曾冲到 1.5 万美元。</p><p>宣传口径也始终如一：Autopilot 是 “贴心辅助”，FSD 则是 “终极目标”—— 等软件完善，车辆就能完全脱离人类干预自主行驶。</p><p>功能确实在迭代：最早的 Autopilot 只敢在高速用，顶多算 “智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。</p><p>可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。</p><p><strong>先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？</strong></p><p>很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。</p><p>根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：</p><p>0-2 级：驾驶员全程负责，系统只是辅助；</p><p>3 级：特定场景下车辆可担责；</p><p>4-5 级：车辆完全自主，不用人类介入。</p><p>而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。</p><p>对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。</p><p>可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。</p><p><strong>吹出来的 “安全神话”：数据背后的猫腻</strong></p><p>“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。</p><p>支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。</p><p>首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。</p><p>其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— <a href=\"https://laohu8.com/S/LI\">理想</a>的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。</p><p>更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。</p><p>更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。</p><p><strong>出事故就甩锅：特斯拉的 “免责套路” 与翻车案例</strong></p><p>吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”</p><p>从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。</p><p>佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。</p><p>判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。</p><p>这就是特斯拉的 “薛定谔的 FSD”：表现<a href=\"https://laohu8.com/S/HSY\">好时</a>，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。</p><p><strong>允许 “驾驶时发短信”？特斯拉的操作可能引火烧身</strong></p><p>在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。</p><p>这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。</p><p>马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。</p><p>但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。</p><p>要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。</p><p>未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。</p><p>更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。</p><p><strong>结语：双标游戏该落幕了</strong></p><p>特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。</p><p>L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。</p><p>当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。</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>特斯拉FSD的双标游戏，表现好时功劳归它，出问题时责任是你！</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{ 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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FSD的双标游戏，表现好时功劳归它，出问题时责任是你！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>打开特斯拉的宣传页，满是 “FSD 比人类更安全” 的高调宣言；可一旦发生事故，画风立刻反转 ——“驾驶员未保持专注，责任自负”。这就是特斯拉多年来的固定操作：FSD（完全自动驾驶）表现亮眼时，功劳全归软件；出了问题，责任全推给驾驶员。但如今，马斯克公然宣布要允许 “驾驶时发短信”，这场持续多年的 “双标大戏”，恐怕要迎来转折点。从 “选配” 到 “神话”：FSD 的定义一直在变自 2013 年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110001349a6ed50c4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY 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“智能巡航”；现在的 FSD 已经能跑普通道路，部分场景下驾驶员不用碰方向盘。但关键前提从未变过：驾驶员必须坐在驾驶座上，时刻盯着路况，特斯拉还会通过车内摄像头监控。可在铺天盖地的宣传下，“特斯拉 = 自动驾驶” 的印象早已深入人心，很少有人真正留意那个 “必须保持专注” 的前提。先搞懂：FSD 到底是 “自动驾驶” 还是 “辅助驾驶”？很多人被特斯拉的宣传绕晕，核心是没搞懂自动驾驶的分级规则。根据行业通用的 SAE（美国汽车工程师学会）分级，自动驾驶分为 0-5 级，关键看 “谁来负责”：0-2 级：驾驶员全程负责，系统只是辅助；3 级：特定场景下车辆可担责；4-5 级：车辆完全自主，不用人类介入。而特斯拉的 Autopilot 和所有版本的 FSD，本质都是 “L2 级辅助驾驶”—— 哪怕宣传得再玄乎，法律上驾驶员仍需对所有操作负责。对比其他玩家更能看清差距：奔驰 DRIVE PILOT 是美国唯一落地的 L3 级系统，仅在限定场景可用；Waymo 的无人出租车是 L4 级，真正不用驾驶员，但只能在指定区域跑。可特斯拉的宣传早已突破 L2 的边界：马斯克多次承诺，FSD 未来能 “无人跨州接人”，从纽约自动开到洛杉矶 —— 这是妥妥的 L5 级目标。但直到现在，这个承诺也没兑现，FSD 依旧停留在 “需要人盯着” 的 L2 级。吹出来的 “安全神话”：数据背后的猫腻“FSD 比人类驾驶更安全”，这是特斯拉最常喊的口号。支撑这个说法的，是特斯拉发布的 “碰撞间隔里程” 数据 —— 在它给出的对比中，FSD 驾驶的事故率远低于人类驾驶。但这组数据，其实藏着不少门道。首先，数据是 “选择性筛选” 的。真正的安全研究需要排除路况、时段等外部变量，但特斯拉从未做过这类严谨测试，反观 Waymo，早已公开多项第三方机构的研究报告。其次，关键指标 “人工干预间隔里程” 偏低。这个指标直接反映系统成熟度 —— 理想的自动驾驶，应该能跑数万英里不用人类插手，但特斯拉的表现远未达标。更核心的漏洞是：特斯拉的安全数据，从来没算过 “人类驾驶员的作用”。毕竟 FSD 运行时，驾驶座上必须有人盯着，相当于 “软件 + 人类” 双重保障。可特斯拉只字不提人类的功劳，把所有安全成果都算给了 FSD。更讽刺的是，一旦把 “人类驾驶员” 移到乘客座当 “安全监控员”，FSD 的安全数据会立刻大幅下滑 —— 这才是它的真实水平。出事故就甩锅：特斯拉的 “免责套路” 与翻车案例吹得有多狠，甩锅就有多快。每当 FSD 相关事故发生，特斯拉的第一反应永远是：“和我们无关，是驾驶员的问题。”从技术上讲，这确实有 “依据”—— 毕竟 FSD 是 L2 级，驾驶员激活系统前必须签署协议，承诺 “时刻关注路况，承担全部责任”。但特斯拉忘了，自己多年的宣传，早已让公众相信 “特斯拉能自己开”。佛罗里达的一场致命事故，就戳破了这套套路：一名驾驶员用 Autopilot 时掉落手机，车辆冲过停车标志撞车，导致一名行人死亡。特斯拉立刻声明 “驾驶员全责”，但法院最终判定特斯拉承担 33% 的责任，赔偿 2.43 亿美元。判决的关键原因很明确：马斯克多年来对 FSD 能力的夸大宣传，让驾驶员产生了 “车辆能自主驾驶” 的误解；而且特斯拉还试图隐瞒相关数据，这和它拒绝将 FSD 数据交给第三方检测的态度如出一辙。这就是特斯拉的 “薛定谔的 FSD”：表现好时，是 “软件自主驾驶的胜利”；出问题时，就变回 “驾驶员负责的辅助工具”。此前特斯拉还能靠 “驾驶员未专注” 当挡箭牌，但现在，马斯克要亲手拆掉这个挡箭牌。允许 “驾驶时发短信”？特斯拉的操作可能引火烧身在最近的股东大会上，马斯克抛出了一个重磅消息：未来一两个月内，特斯拉可能允许 “驾驶时发短信”。这意味着，特斯拉将关闭车内的驾驶员监控系统 —— 这套系统原本会通过摄像头追踪驾驶员注意力，一旦发现长时间分心，就会警告并关闭 FSD。马斯克的理由很 “奇葩”：反正有人非要开车发短信，与其让他们关闭 FSD 后分心，不如允许他们开着 FSD 发短信，这样更安全。但这个决定，可能让特斯拉的 “甩锅套路” 彻底失效。要知道，特斯拉之前能规避责任，核心是 “驾驶员必须保持专注”。可现在，CEO 公开说 “可以分心”，还要通过软件更新允许这种行为，相当于主动放弃了 “驾驶员未专注” 的免责理由。未来再发生事故，法院很可能会追问：既然特斯拉允许驾驶员发短信、不要求专注，那出了问题，凭什么只怪驾驶员？马斯克的公开声明，甚至可能成为起诉特斯拉的关键证据。更讽刺的是，马斯克早年前还想过用监控摄像头 “监视驾驶员”，靠录像在事故官司中胜诉，只是当时被律师否决了。现在他主动放弃监控，相当于把自己的法律防线全拆了。结语：双标游戏该落幕了特斯拉多年来靠着 “吹安全、甩责任” 的双标操作，让 FSD 活在 “神话与免责” 之间。但允许分心驾驶的决定，相当于亲手打破了这个平衡。L2 级的本质是 “辅助驾驶”，不是 “自动驾驶”。既想靠 “自主驾驶” 的宣传卖高价，又想在出问题时靠 “辅助驾驶” 免责，这种两头占的套路，在法律和公众认知面前，终究难以长久。当特斯拉主动允许驾驶员分心，它再想把事故责任全推给个人，恐怕只会越来越难。这场 “双标游戏”，或许真的要玩脱了。","news_type":1,"symbols_score_info":{"HSY":1.5,"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497526005968968,"gmtCreate":1762503811326,"gmtModify":1762503813721,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"htmlText":"先实现自动驾驶","listText":"先实现自动驾驶","text":"先实现自动驾驶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497526005968968","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497456634556952,"gmtCreate":1762472840488,"gmtModify":1762472842665,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"利空","listText":"利空","text":"利空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497456634556952","repostId":"2581044945","repostType":2,"repost":{"id":"2581044945","kind":"news","pubTimestamp":1762470625,"share":"https://www.laohu8.com/m/news/2581044945?lang=&edition=full","pubTime":"2025-11-07 07:10","market":"us","language":"zh","title":"马斯克描绘特斯拉未来图景：将自建巨型芯片厂、Optimus成本仅2万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2581044945","media":"腾讯科技","summary":"机器人与自动驾驶：Optimus成本曝光，Cybercab生产目标惊人关于备受瞩目的Optimus人形机器人，马斯克首次透露，其当前生产成本已控制在每台约2万美元。他重申了Optimus的巨大潜力，称其为“有史以来最大的产品”，并预测未来全球将有数百亿台Optimus，其规模将“超越手机”，甚至可能“消除贫困”。","content":"<html><body><article><img src=\"https://inews.gtimg.com/news_bt/O3i8ypSisi7vZMEqz7wgc_SY7QOOMIDkx1ggcjHO0Gr_MAA/0\"/><p>北京时间周五清晨，在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2025年股东大会上，埃隆·马斯克发表了一场信息量巨大的演讲，为公司的未来勾勒出一幅激进而雄心勃勃的蓝图。</p><p>他不仅透露了自建“巨型芯片工厂”的可能性，还公布了Optimus机器人的具体成本、Cybercab的生产时间表，并预测FSD（全自动驾驶）即将在中国获得全面批准。这一系列重磅声明推动特斯拉盘后股价应声上涨3%。</p><p><strong>芯片战略：或自建“巨型晶圆厂”，考虑与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>合作</strong></p><p>马斯克在演讲中核心聚焦于芯片领域，直言“我现在对芯片极度投入”。为支撑其自动驾驶汽车和机器人业务的巨大需求，他宣布特斯拉“可能”需要建造一个“巨型芯片工厂”，以确保获得“低成本”且“高能效”的芯片。</p><p>同时，马斯克释放出合作信号，表示“或许值得与英特尔进行会谈”。尽管尚未签署任何协议，但此言一出，英特尔盘后股价立刻跃升3%。他还将特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>进行比较，指出英伟达需要服务所有客户，而特斯拉只需为自身软件优化芯片，更具针对性优势。</p><p><strong>机器人与自动驾驶：Optimus成本曝光，Cybercab生产目标惊人</strong></p><p>关于备受瞩目的Optimus人形机器人，马斯克首次透露，其当前生产成本已控制在每台约2万美元。他重申了Optimus的巨大潜力，称其为“有史以来最大的产品”，并预测未来全球将有<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>台Optimus，其规模将“超越手机”，甚至可能“消除贫困”。</p><p>在自动驾驶方面，马斯克宣布，完全无方向盘和踏板的Cybercab将于2026年4月投入生产，并设定了极具野心的生产目标：最终达到每10秒生产一辆的节奏，并认为理论上每5秒一辆也有可能。</p><p>对于中国市场，马斯克预测FSD将在2026年2月或3月获得全面批准，并自信地表示，FSD很快将能让驾驶员安全地“边开车边发短信”。</p><p>马斯克还特别赞扬了特斯拉超充团队的卓越工作。他指出，超充网络的快速扩张和卓越体验使得多家汽车制造商最终选择接入特斯拉标准，而非自建体系。“这对我们来说是好事，”马斯克表示。</p><p><strong>新一代Roadster：即将到来的“史上最激动人心产品”</strong></p><p>马斯克正式确认，早在2017年就已亮相的新一代特斯拉Roadster正在路上，并称其将是“史上最令人兴奋的产品发布”。尽管他坦言这款高性能跑车与公司“可持续的丰裕”这一新使命并非完全契合，但它无疑代表了特斯拉的技术巅峰与品牌梦想。不过，美国主流网络媒体BI此前援引内部人士的话透露，Roadster距离量产至少还有2到3年时间。</p><p>马斯克再次阐述了公司的发展阶段论，称特斯拉正在书写的“是一本新书，而不仅仅是新篇章”。马斯克强调，即便公司业务已超越汽车制造，“大规模提升汽车产量” 依然是这本“新书”中的核心章节，车辆仍是特斯拉未来不可或缺的一部分。</p><p>（<strong>文/<a href=\"https://laohu8.com/S/00700\">腾讯</a>科技特约编译金鹿，编辑/熊磊</strong>）</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>马斯克描绘特斯拉未来图景：将自建巨型芯片厂、Optimus成本仅2万美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克描绘特斯拉未来图景：将自建巨型芯片厂、Optimus成本仅2万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107071252a48e6dfa&s=b><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间周五清晨，在特斯拉2025年股东大会上，埃隆·马斯克发表了一场信息量巨大的演讲，为公司的未来勾勒出一幅激进而雄心勃勃的蓝图。他不仅透露了自建“巨型芯片工厂”的可能性，还公布了Optimus机器人的具体成本、Cybercab的生产时间表，并预测FSD（全自动驾驶）即将在中国获得全面批准。这一系列重磅声明推动特斯拉盘后股价应声上涨3%。芯片战略：或自建“巨型晶圆厂”，考虑与英特尔合作马斯克在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107071252a48e6dfa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107071252a48e6dfa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581044945","content_text":"北京时间周五清晨，在特斯拉2025年股东大会上，埃隆·马斯克发表了一场信息量巨大的演讲，为公司的未来勾勒出一幅激进而雄心勃勃的蓝图。他不仅透露了自建“巨型芯片工厂”的可能性，还公布了Optimus机器人的具体成本、Cybercab的生产时间表，并预测FSD（全自动驾驶）即将在中国获得全面批准。这一系列重磅声明推动特斯拉盘后股价应声上涨3%。芯片战略：或自建“巨型晶圆厂”，考虑与英特尔合作马斯克在演讲中核心聚焦于芯片领域，直言“我现在对芯片极度投入”。为支撑其自动驾驶汽车和机器人业务的巨大需求，他宣布特斯拉“可能”需要建造一个“巨型芯片工厂”，以确保获得“低成本”且“高能效”的芯片。同时，马斯克释放出合作信号，表示“或许值得与英特尔进行会谈”。尽管尚未签署任何协议，但此言一出，英特尔盘后股价立刻跃升3%。他还将特斯拉与英伟达进行比较，指出英伟达需要服务所有客户，而特斯拉只需为自身软件优化芯片，更具针对性优势。机器人与自动驾驶：Optimus成本曝光，Cybercab生产目标惊人关于备受瞩目的Optimus人形机器人，马斯克首次透露，其当前生产成本已控制在每台约2万美元。他重申了Optimus的巨大潜力，称其为“有史以来最大的产品”，并预测未来全球将有数百亿台Optimus，其规模将“超越手机”，甚至可能“消除贫困”。在自动驾驶方面，马斯克宣布，完全无方向盘和踏板的Cybercab将于2026年4月投入生产，并设定了极具野心的生产目标：最终达到每10秒生产一辆的节奏，并认为理论上每5秒一辆也有可能。对于中国市场，马斯克预测FSD将在2026年2月或3月获得全面批准，并自信地表示，FSD很快将能让驾驶员安全地“边开车边发短信”。马斯克还特别赞扬了特斯拉超充团队的卓越工作。他指出，超充网络的快速扩张和卓越体验使得多家汽车制造商最终选择接入特斯拉标准，而非自建体系。“这对我们来说是好事，”马斯克表示。新一代Roadster：即将到来的“史上最激动人心产品”马斯克正式确认，早在2017年就已亮相的新一代特斯拉Roadster正在路上，并称其将是“史上最令人兴奋的产品发布”。尽管他坦言这款高性能跑车与公司“可持续的丰裕”这一新使命并非完全契合，但它无疑代表了特斯拉的技术巅峰与品牌梦想。不过，美国主流网络媒体BI此前援引内部人士的话透露，Roadster距离量产至少还有2到3年时间。马斯克再次阐述了公司的发展阶段论，称特斯拉正在书写的“是一本新书，而不仅仅是新篇章”。马斯克强调，即便公司业务已超越汽车制造，“大规模提升汽车产量” 依然是这本“新书”中的核心章节，车辆仍是特斯拉未来不可或缺的一部分。（文/腾讯科技特约编译金鹿，编辑/熊磊）","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5,"UFO":0.6,"INTC":0.9,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497279584256120,"gmtCreate":1762429433132,"gmtModify":1762433747130,"author":{"id":"4192070439977982","authorId":"4192070439977982","name":"老虎同学好","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192070439977982","idStr":"4192070439977982"},"themes":[],"title":"","htmlText":"什么垃圾新闻？","listText":"什么垃圾新闻？","text":"什么垃圾新闻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497279584256120","repostId":"2581665060","repostType":2,"repost":{"id":"2581665060","kind":"news","pubTimestamp":1762425795,"share":"https://www.laohu8.com/m/news/2581665060?lang=&edition=full","pubTime":"2025-11-06 18:43","market":"us","language":"zh","title":"iPhone 16今晚揭晓，会引爆苹果“换机潮”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2581665060","media":"格隆汇","summary":"此次最重要的产品发布无疑是iPhone16 系列，但 $苹果 $ 也为Apple Watch和AirPods准备了重大更新。性能方面，iPhone 16系列将全面提升，预计全系标配8GB运行内存，以支持新的人工智能平台Apple Intelligence。郭明预计，iPhone 16标准版、iPhone 16 Plus、iPhone 16 Pro与iPhone 16 Pro Max占2024年iPhone 16系列出货分别约26%、6%、30%与38%。报告显示，iPhone 16系列8月和9月出货量分别为900万和1600万部，备货1500~1700万部以支持预购。","content":"<html><body><article><p>来源：格隆汇</p><p>作者：墨眠</p><p>北京时间9月10日凌晨1点，一年一度的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新品发布会就要来了，这场备受瞩目的科技盛宴主题为“高光时刻”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106184317575d163589ubtea7se\"/><p>根据往年，基本发布会前，各路剧透和推测已经几乎可以拼出一幅拼图。</p><p>此次最重要的产品发布无疑是iPhone16 系列，但 <a href=\"https://laohu8.com/S/AAPL.US\">苹果 </a> 也为Apple Watch和AirPods准备了重大更新。包括更新后的Siri数字助手在内的一套人工智能工具Apple Intelligence也将会是重头戏。</p><p>以下市场消息是对即将亮相的新品的详细综合前瞻，包括价格预测和AI功能介绍。当然，在苹果CEO蒂姆·库克正式登台之前，一切都还只是猜测。iPhone 16系列：“拍照按钮”或是最大设计亮点</p><p>iPhone 16系列预计将推出四款新型号：iPhone 16、16 Plus、16 Pro 和 16 Pro Max。Pro版本将配备更大的显示屏，尺寸分别为6.3英寸和6.9英寸，边框将缩小约三分之一，使得整体外观更加时尚。</p><p>据悉，显示屏的变大是因为采取了边框缩减结构（BRS）技术。据微博用户Instant Digital的爆料，苹果将成为第一个采用<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>M14 OLED面板的手机厂商，这款面板可以在iPhone 16 Pro系列上带来1200尼特的SDR亮度，比上一代高出20%以上。</p><p>最新消息预测，Pro型号共计4种颜色，除了黑色钛金属色、白色钛金属色和自然钛金属色之外，还将推出金色钛合金，取代此前的蓝色钛合金。</p><p>针对金色钛合金这一新颜色，也有消息称其是“沙漠钛金属色”或“青铜钛金属色”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106184324940d163eskekkrumoo\"/><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019309921881413.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>最引人注目的设计亮点是Pro版本新增的电容式“拍照按钮”，类似于单反相机的快门按钮，支持快速对焦、拍照和切换拍照模式。</p><p>性能方面，iPhone 16系列将全面提升，预计全系标配8GB运行内存，以支持新的人工智能平台Apple Intelligence。芯片方面，标准版将搭载A18芯片，而Pro系列将配备性能更强的A18 Pro芯片。</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019136243672584.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>摄像头也将得到升级，特别是iPhone 16 Pro和16 Pro Max的超广角摄像头将从1200万像素升级至4800万像素，支持4K分辨率的空间视频录制。</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019261718392737.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>AI方面，iPhone 16系列将深度整合Apple Intelligence，通过AI技术提供更智能的Siri体验、更先进的摄影功能和更个性化的服务推荐。但这也基本石锤是iOS 18的一部分，但被推迟到iOS 18.1才会推出，预计将在10月份发布。</p><p>价格才是大家关心的，iPhone16据说是5999元起售，而iPhone16pro的大陆地区的最低售价为7999元。已经有博主得到了消息：</p><p>具体来看：</p><p>iPhone 16：预计起售价可能在5999元左右</p><p>iPhone 16 Plus：预计起售价可能在6799元左右</p><p>iPhone 16 Pro：预计起售价可能在7999元左右</p><p>iPhone 16 Pro Max：预计起售价可能在8999元左右</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019176175534170.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>至于最近沸沸扬扬的“iPhone 16不能用微信”传言，有媒体记者联系到苹果的官方客服，对方表示微信是客户非常常用的一个APP，iPhone新品不会把之前顾客正常使用的APP权限关闭剥夺。</p><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>客服则表示，暂时没接收到这个消息。Apple Watch：</p><p>苹果可能在此次发布会上推出Apple Watch Series 10和Apple Watch Ultra 3。新款Apple Watch预计将提供更大的屏幕尺寸，从41毫米和45毫米增加到45毫米和49毫米。</p><p>另外，苹果还有可能会发布一款新版本的廉价版Watch SE。该产品线的上次更新是在2022年，所以今年很有可能再次推出更新。</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019094721040198.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722018894070619142.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>此外，新款Apple Watch可能会采用新的树脂涂层铜材料，使手表更轻薄、耐用和防水。苹果还计划升级心率和心电图传感器，以支持睡眠呼吸暂停检测、血压检测等新功能。</p><p>AI方面，新款Apple Watch将利用AI技术进行更精确的健康监测和提供定制化的健身建议。AirPods：</p><p>苹果可能将推出AirPods 4，这款耳机将有两个版本，一个标准版和一个支持主动降噪的高端版。</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/1725872201918907997095.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>两个版本都将采用全新的设计，耳机柄更短，贴合度提高。高端版AirPods 4的充电盒将配备扬声器，便于用户寻找。</p><p>AI方面，AirPods 4将通过AI技术提供更智能的降噪功能和更便捷的语音操作体验。其他新品：</p><p>除了上述产品，苹果还可能对Mac mini进行重新设计，推出配备M4芯片的新版本。此外，苹果可能发布一款特别版的Apple Watch X，以纪念Apple Watch发布10周年。</p><img src=\"https://postimg.futunn.com/news-editor-imgs/20240909/public/17258722019172249364756.jpeg?imageMogr2/quality/minsize/1/ignore-error/1/format/webp\"/><p>至于iPad 11、iPad mini 7以及全新的Mac系列等新品，可能不会在9月份推出，要等到10月份的第二场新品发布会中才会发布。</p><p>最后，据最新消息，天风国际分析师郭明𫓹发布iPhone 16/Pro系列生产报告，2024年iPhone 16系列<span>出货</span>预估从8700~8800万部上调至8800~8900万部，主要增量来自iPhone 16标准版。</p><p>郭明𫓹预计，iPhone 16标准版、iPhone 16 Plus、iPhone 16 Pro与iPhone 16 Pro Max占2024年iPhone 16系列出货分别约26%、6%、30%与38%。</p><p>报告显示，iPhone 16系列8月和9月出货量分别为900万和1600万部，备货1500~1700万部以支持预购。第三季度出货量将同比增长10%，但第四季度预计同比下滑5~7%（对比 iPhone 15 系列去年同期）。</p><p>总体而言，从目前的爆料来看，各产品的更新走的的路线都非常务实，新鲜感不强。</p><p>当然，苹果会不会还藏了什么秘密武器，在之前都没人知道。</p><p>今晚的Glowtime发布会，一切都将揭晓。</p><p>编辑/rice</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>iPhone 16今晚揭晓，会引爆苹果“换机潮”吗？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106184327a48d2f57&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4515":"5G概念","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" 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