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9级小台风
Yearning for freedom～
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9级小台风
9级小台风
·
09-24
不要脸
雷军回应对标苹果保时捷特斯拉：敢于对标就是勇气
快科技9月24日消息，雷军2025年年度演讲将于明晚举行，此次演讲的主题是“改变”。还有网友提问道“对标苹果保时捷特斯拉，不管做什么，非得要对标吗？”对此，雷军表示：这几家公司都是各个领域的世界第一，敢于对标世界第一就是一种勇气。
雷军回应对标苹果保时捷特斯拉：敢于对标就是勇气
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9级小台风
9级小台风
·
09-21
俩垃圾抱团取暖
Waymo联手Via推进自动驾驶公共交通布局
9月18日，Alphabet旗下自动驾驶子公司Waymo与交通系统技术供应商Via Transportation宣布，Waymo将在Via的公共交通平台上提供自动驾驶出行服务，首站为美国亚利桑那州钱德勒市。Via表示，其整套软件及技术驱动型服务，目前为全球30多个国家、数百座城市的公共交通系统提供支持。据悉，Via基于数据与需求，将公共交通系统改造为灵活高效的动态网络。
Waymo联手Via推进自动驾驶公共交通布局
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9级小台风
9级小台风
·
09-18
牛逼
10000台！特斯拉机器人斩获史上最大订单
马斯克的万亿薪酬赌局开始了这回真的爆了！特斯拉Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。Optimus Gen3+ 有多强——它在特斯拉工厂里已经验证过，效率比人工高30%，未来成本甚至有望压到2万美元以下。也就是说，它不只“能干”，还“便宜得惊人”。
10000台！特斯拉机器人斩获史上最大订单
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9级小台风
9级小台风
·
09-18
$Tesla Motors(TSLA)$
形态终于显露，call480末日，期待本周破500
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9级小台风
9级小台风
·
09-12
什么叫撑不住？财报后才跌那么点，**吗？这都看不懂？
电车卖不动 特斯拉(TSLA.US)改讲机器人新故事 但估值还撑得住吗？
智通财经APP获悉，马斯克正试图将特斯拉的重心从电动汽车转向人形机器人，但在持怀疑态度的投资者看来，该公司销售增长停滞和令人瞠目的股市估值已不容任何闪失。2023年起，电动汽车行业遭遇全面增速放缓，且这一趋势在2024年进一步加剧，特斯拉的业绩也因此受到冲击。投资者对此欣然接受，推动特斯拉股价大幅上涨。周四，特斯拉获准在内华达州开始测试自动驾驶汽车。
电车卖不动 特斯拉(TSLA.US)改讲机器人新故事 但估值还撑得住吗？
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9级小台风
9级小台风
·
09-05
$E-mini Nasdaq 100 - main 2509(NQmain)$
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9级小台风
9级小台风
·
07-22
好可怜的中国企业，一切都是用的最垃圾的，就这还叫板Tesla😂
为什么特斯拉用X86的PC芯片，国产车，却用ARM手机芯片？
而在芯片这一块，大家会发现一个较为有意思的事情，那就是特斯拉在自己的座舱芯片上，采用的是X86的PC芯片，使用的是AMD的CPU。X86芯片，可以使用windows系统，linux系统等，但使用不了安卓系统，而ARM芯片，可以使用安卓，却使用不了windows系统等。安卓是现成的，使用ARM芯片，能够直接就使用安卓系统，同时还能够使用安卓生态，所以当然是使用ARM芯片了，也就是大家所说的手机芯片。
为什么特斯拉用X86的PC芯片，国产车，却用ARM手机芯片？
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9级小台风
9级小台风
·
2022-06-12
$芒果超媒(300413)$
看完四公演，果断不关注这只股，节目组简直垃圾无极限，怎么会有这种奇葩节目组，一个真人秀节目玩规则玩到吐，又low又尴尬… 真是恶心！
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9级小台风
9级小台风
·
2021-02-25
$GoPro(GPRO)$
买入4.16的11call
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9级小台风
9级小台风
·
2021-02-05
$红黄蓝(RYB)$
好公司啊、天朝之福！
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href=\"https://laohu8.com/S/81810\">小米</a>。</p><p><strong>“只要大家愿意听，自己就会一直讲下去。”</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924122540131d152mshfplz5ogd\"/></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>雷军回应对标苹果保时捷特斯拉：敢于对标就是勇气</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军回应对标苹果保时捷特斯拉：敢于对标就是勇气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 12:18 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092412254497a62aeb&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月24日消息，雷军2025年年度演讲将于明晚举行，此次演讲的主题是“改变”。今日上午，他就年度演讲提前回答了一些大家关心的问题（戳视频跳转观看）。有网友提问：“造车造手机，还做大芯片，你忙得过来吗？”雷军回应称：这些事情不是我一个人干的，我们每个业务都有非常优秀专业的团队，而且手机、汽车芯片是相互关联的。这些业务可以相互协同相互促进。还有网友提问道“对标苹果保时捷特斯拉，不管做什么，非得要...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092412254497a62aeb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092412254497a62aeb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569072410","content_text":"快科技9月24日消息，雷军2025年年度演讲将于明晚举行，此次演讲的主题是“改变”。今日上午，他就年度演讲提前回答了一些大家关心的问题（戳视频跳转观看）。有网友提问：“造车造手机，还做大芯片，你忙得过来吗？”雷军回应称：这些事情不是我一个人干的，我们每个业务都有非常优秀专业的团队，而且手机、汽车芯片是相互关联的。这些业务可以相互协同相互促进。还有网友提问道“对标苹果保时捷特斯拉，不管做什么，非得要对标吗？”对此，雷军表示：这几家公司都是各个领域的世界第一，敢于对标世界第一就是一种勇气。只有对标第一，学习第一，才能最终赶超第一。至于为何坚持办演讲，雷军坦言，虽然演讲不是自己的长项，但希望有一个机会能和大家深入沟通，介绍一下小米是一家什么样的公司，小米正在做什么事情，让大家能够了解小米。“只要大家愿意听，自己就会一直讲下去。”","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"TSLA":0.9,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480871513845816,"gmtCreate":1758424112520,"gmtModify":1758425214609,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"俩垃圾抱团取暖","listText":"俩垃圾抱团取暖","text":"俩垃圾抱团取暖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480871513845816","repostId":"2568290127","repostType":2,"repost":{"id":"2568290127","kind":"news","pubTimestamp":1758329760,"share":"https://www.laohu8.com/m/news/2568290127?lang=&edition=full","pubTime":"2025-09-20 08:56","market":"us","language":"zh","title":"Waymo联手Via推进自动驾驶公共交通布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2568290127","media":"车质网","summary":"9月18日，Alphabet旗下自动驾驶子公司Waymo与交通系统技术供应商Via Transportation宣布，Waymo将在Via的公共交通平台上提供自动驾驶出行服务，首站为美国亚利桑那州钱德勒市。Via表示，其整套软件及技术驱动型服务，目前为全球30多个国家、数百座城市的公共交通系统提供支持。据悉，Via基于数据与需求，将公共交通系统改造为灵活高效的动态网络。","content":"<html><body><article><p>9月18日，Alphabet旗下自动驾驶子公司Waymo与交通系统技术供应商Via Transportation（简称“Via”）宣布，Waymo将在Via的公共交通平台上提供自动驾驶出行服务，首站为美国亚利桑那州钱德勒市（Chandler）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250920085930925d2060a7kcva61tc\"/><p>图片来源: Via</p><p>该服务将于今年秋季接入钱德勒市的按需小规模公共交通服务“Chandler Flex”，该服务的技术支持来自Via的软件系统。</p><p>Via表示，其整套软件及技术驱动型服务，目前为全球30多个国家、数百座城市的公共交通系统提供支持。</p><p>Via联合创始人兼首席执行官Daniel Ramot表示：“我们很高兴，这次与Waymo的合作为自动驾驶汽车（AVs）面向全球数百万公共交通乘客开放铺平了道路，这将提升出行便利性、降低运营成本，并改善安全成效。”</p><p>据悉，Via基于数据与需求，将公共交通系统改造为灵活高效的动态网络。全球一些城市及交通机构已采用Via的整套软件与技术驱动型服务，旨在取代零散的传统系统，并整合运营流程。通过这一方式，Via降低了公共交通的运营成本，优化了乘客出行体验，同时吸引了更多人选择公共交通。</p><p>值得注意的是，随着自动驾驶出租车领域竞争加剧，Waymo正不断扩大在美国的业务版图。9月18日，该公司宣布计划明年与美国网约车服务平台公司<a href=\"https://laohu8.com/S/LYFT\">Lyft</a>合作，自明年起在美国田纳西州首府纳什维尔推出自动驾驶出租车服务。</p><p>Waymo于2020年在美国亚利桑那州首府<a href=\"https://laohu8.com/S/600716\">凤凰</a>城启动相关业务，如今已在美国旧金山湾区、洛杉矶部分区域、凤凰城、美国得克萨斯州首府奥斯汀及亚特兰大，向公众提供付费无人驾驶出行服务。</p><p>美国电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>则于今年6月份在奥斯汀市推出了限量版自动驾驶出租车服务，并表示计划将该服务拓展至旧金山湾区。</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\" 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Via该服务将于今年秋季接入钱德勒市的按需小规模公共交通服务“Chandler Flex”，该服务的技术支持来自Via的软件系统。Via表示，其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250920085932a437e4c2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","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","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSYW.SI":"TESLA 3xLongSG261006","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250920085932a437e4c2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2568290127","content_text":"9月18日，Alphabet旗下自动驾驶子公司Waymo与交通系统技术供应商Via Transportation（简称“Via”）宣布，Waymo将在Via的公共交通平台上提供自动驾驶出行服务，首站为美国亚利桑那州钱德勒市（Chandler）。图片来源: Via该服务将于今年秋季接入钱德勒市的按需小规模公共交通服务“Chandler Flex”，该服务的技术支持来自Via的软件系统。Via表示，其整套软件及技术驱动型服务，目前为全球30多个国家、数百座城市的公共交通系统提供支持。Via联合创始人兼首席执行官Daniel Ramot表示：“我们很高兴，这次与Waymo的合作为自动驾驶汽车（AVs）面向全球数百万公共交通乘客开放铺平了道路，这将提升出行便利性、降低运营成本，并改善安全成效。”据悉，Via基于数据与需求，将公共交通系统改造为灵活高效的动态网络。全球一些城市及交通机构已采用Via的整套软件与技术驱动型服务，旨在取代零散的传统系统，并整合运营流程。通过这一方式，Via降低了公共交通的运营成本，优化了乘客出行体验，同时吸引了更多人选择公共交通。值得注意的是，随着自动驾驶出租车领域竞争加剧，Waymo正不断扩大在美国的业务版图。9月18日，该公司宣布计划明年与美国网约车服务平台公司Lyft合作，自明年起在美国田纳西州首府纳什维尔推出自动驾驶出租车服务。Waymo于2020年在美国亚利桑那州首府凤凰城启动相关业务，如今已在美国旧金山湾区、洛杉矶部分区域、凤凰城、美国得克萨斯州首府奥斯汀及亚特兰大，向公众提供付费无人驾驶出行服务。美国电动汽车制造商特斯拉则于今年6月份在奥斯汀市推出了限量版自动驾驶出租车服务，并表示计划将该服务拓展至旧金山湾区。","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479767084613760,"gmtCreate":1758154975406,"gmtModify":1758160159597,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479767084613760","repostId":"2568445968","repostType":2,"repost":{"id":"2568445968","kind":"news","pubTimestamp":1758153958,"share":"https://www.laohu8.com/m/news/2568445968?lang=&edition=full","pubTime":"2025-09-18 08:05","market":"us","language":"zh","title":"10000台！特斯拉机器人斩获史上最大订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2568445968","media":"机器人领航员","summary":"马斯克的万亿薪酬赌局开始了这回真的爆了！特斯拉Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。Optimus Gen3+ 有多强——它在特斯拉工厂里已经验证过，效率比人工高30%，未来成本甚至有望压到2万美元以下。也就是说，它不只“能干”，还“便宜得惊人”。","content":"<html><body><article><p>马斯克的万亿薪酬赌局开始了</p><p>这回真的爆了！<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/gXwSBLiaU0hTqCdL5B5AFE6TAsUhoEzwIJnHvruYWbxeZibUGW3w9Nu68q5wQ3WSSBUKibcxlVXzsSgNMCnTxJib1w/640?wx_fmt=jpeg\"/><p>而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元的股票奖励。</p><p>Optimus Gen3+ 有多强——它在特斯拉工厂里已经验证过，效率比人工高30%，未来成本甚至有望压到2万美元以下。也就是说，它不只“能干”，还“便宜得惊人”。</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>10000台！特斯拉机器人斩获史上最大订单</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 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class=\"title\">\n10000台！特斯拉机器人斩获史上最大订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-18 08:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918080353a72721ae&s=b><strong>机器人领航员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克的万亿薪酬赌局开始了这回真的爆了！特斯拉Optimus Gen3刚刚拿下了全球首个外部订单——整整1万台！采购方PharmAGRI制药公司计划用这些机器人实现药物生产流程的自动化，确保精准控制和高效率。而这还只是开始。马斯克自己也在疯狂加码：9月12日，他个人掏出10亿美元买入特斯拉股票，背后还绑着一个“疯狂薪酬计划”——如果他能在未来交付100万台Optimus，就能解锁价值1.2万亿美元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918080353a72721ae&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1720051017.SGD":"Allianz Global 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形态终于显露，call480末日，期待本周破500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479733632319688","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477881442775480,"gmtCreate":1757680132447,"gmtModify":1757680134374,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"什么叫撑不住？财报后才跌那么点，**吗？这都看不懂？","listText":"什么叫撑不住？财报后才跌那么点，**吗？这都看不懂？","text":"什么叫撑不住？财报后才跌那么点，**吗？这都看不懂？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477881442775480","repostId":"2566102979","repostType":2,"repost":{"id":"2566102979","kind":"news","pubTimestamp":1757679147,"share":"https://www.laohu8.com/m/news/2566102979?lang=&edition=full","pubTime":"2025-09-12 20:12","market":"fut","language":"zh","title":"电车卖不动 特斯拉(TSLA.US)改讲机器人新故事 但估值还撑得住吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2566102979","media":"智通财经","summary":"智通财经APP获悉，马斯克正试图将特斯拉的重心从电动汽车转向人形机器人，但在持怀疑态度的投资者看来，该公司销售增长停滞和令人瞠目的股市估值已不容任何闪失。2023年起，电动汽车行业遭遇全面增速放缓，且这一趋势在2024年进一步加剧，特斯拉的业绩也因此受到冲击。投资者对此欣然接受，推动特斯拉股价大幅上涨。周四，特斯拉获准在内华达州开始测试自动驾驶汽车。","content":"<html><body><p>智通财经APP获悉，马斯克正试图将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)的重心从电动汽车转向人形机器人，但在持怀疑态度的投资者看来，该公司销售增长停滞和令人瞠目的股市估值已不容任何闪失。</p><p>为推动这家车企转型为人工智能(AI)巨头，马斯克本月初在其社交媒体平台X上宣称，“特斯拉约80%的价值将来自Optimus”——这正是特斯拉的机器人研发项目。但这终究是未来愿景。反观当下，特斯拉2025年的收益预计将下滑近30%;其自动驾驶出租车(robotaxi)业务不仅距离盈利仍有数年时间，还面临着来自<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)旗下Waymo等企业的激烈竞争。</p><p>“目前，人们可以给机器人业务套上任何估值，”Hedge Fund Telemetry创始人Thomas Thornton表示，“市场尚未对机器人领域展开丝毫实质性研究：目前该领域有哪些企业?技术水平如何?营收规模有多大?人形机器人是否真的存在市场需求?”</p><p>2023年起，电动汽车行业遭遇全面增速放缓，且这一趋势在2024年进一步加剧，特斯拉的业绩也因此受到冲击。然而与此同时，其股价却变得愈发高昂：按未来12个月预期收益计算，特斯拉的市盈率约为155倍，这一水平与2021年科技股热潮期间相近——正是在那一年，受电动汽车将成为主流的乐观预期推动，特斯拉市值首次突破万亿美元大关。</p><p><strong>最昂贵股票</strong></p><p>凭借这一估值，特斯拉成为“七巨头”(其中还包括<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US))中股价最昂贵的公司。其中估值第二高的是AI芯片巨头英伟达，但其预期市盈率仅为31倍。在所有市值不低于1000亿美元的美国上市企业中，仅有<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies(PLTR.US)的市盈率高于特斯拉。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250912/1757678903741495.png\" title=\"1757678903741495.png\"/></p><p>“特斯拉的估值水平堪比成长型企业，但其过去两年几乎未实现有意义的营收增长，”Horizon Investments负责配合投资组合经理工作的分析师Dmitry Shlyapnikov表示，“马斯克需要为投资者提供一个全新的增长故事，而Optimus就是答案。”</p><p>这也解释了为何马斯克那份史无前例的万亿美元薪酬方案会严重依赖Optimus项目。不过，面对马斯克频繁改变公司战略定位，也难怪特斯拉投资者会感到无所适从。</p><p>马斯克最初的设想是让特斯拉主导全球电动汽车市场，他也确实一度实现了这个目标。2024年4月，马斯克转变目标，宣称自动驾驶汽车将成为公司的核心业务。投资者对此欣然接受，推动特斯拉股价大幅上涨。</p><p>随后，这位CEO在2024年美国总统大选期间全力支持特朗普。特朗普胜选后，市场预期马斯克与新一届政府的密切关系将为特斯拉自动驾驶业务扫清障碍，这直接引发股价大幅飙升。</p><p><strong>“马斯克风险敞口”</strong></p><p>时至今日，马斯克已与特朗普分道扬镳，而特斯拉的自动驾驶推进也步履维艰。该公司在奥斯汀市推出自动驾驶出租车服务首日便遭遇挫折——仅投入少量车辆却问题不断;其在加利福尼亚州推出的网约车服务尚未实现完全无人驾驶;在<a href=\"https://laohu8.com/S/300778\">新城市</a>拓展业务也进展缓慢。周四，特斯拉获准在内华达州开始测试自动驾驶汽车。</p><p>自动驾驶技术的商业化落地之路依然充满不确定性，投资者对特斯拉能否主导该领域的信心也在不断减弱。</p><p>与此同时，特斯拉的全球汽车销量持续下滑，加之市场对汽车关税可能收紧的担忧，其股价受到严重冲击：较去年12月中旬的高点已下跌约25%，自今年5月中旬以来始终在窄幅区间内波动。截至目前，特斯拉股价今年累计跌幅已超10%，成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股中表现最差的100家公司之一，相比之下，标普500指数今年以来的涨幅已达12%。</p><p>“市场从未将特斯拉严格视为一家汽车企业，而是将其看作对马斯克‘将科幻未来变为现实’能力的一场豪赌，” <a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>首席策略师Steve Sosnick表示，“此前承诺的自动驾驶出租车革命似乎已不足以支撑其估值，因此转向人形机器人领域，是实现这一目标的又一尝试。”</p><p>马斯克重新聚焦Optimus项目能否打破特斯拉股价的低迷状态，目前仍是未知数——尤其是特斯拉的核心问题似乎出在技术层面。例如，本周有报道称，特斯拉汽车标志性的隐藏式门把手、机械解锁装置及供电系统，在碰撞事故中可能成为“致命隐患”，这可能导致驾驶员和乘客难以从起火的车辆中逃生。</p><p>当然，对许多投资者而言，特斯拉的价值并非仅取决于电动汽车销量或财报上的数字。在他们看来，投资特斯拉本质上是押注马斯克能在交通与科技领域持续变革的浪潮中，不断创造盈利增长点。</p><p>“如果你坚信埃隆・马斯克是一位能凭借发明改变世界的天才，那么特斯拉将是唯一的选择，”Horizon的Shlyapnikov表示，“对公众投资组合而言，投资特斯拉是获得‘马斯克风险敞口’的唯一途径。”</p></body></html>","source":"stock_zhitongcaijing","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>电车卖不动 特斯拉(TSLA.US)改讲机器人新故事 但估值还撑得住吗？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电车卖不动 特斯拉(TSLA.US)改讲机器人新故事 但估值还撑得住吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-12 20:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1344796.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，马斯克正试图将特斯拉(TSLA.US)的重心从电动汽车转向人形机器人，但在持怀疑态度的投资者看来，该公司销售增长停滞和令人瞠目的股市估值已不容任何闪失。为推动这家车企转型为人工智能(AI)巨头，马斯克本月初在其社交媒体平台X上宣称，“特斯拉约80%的价值将来自Optimus”——这正是特斯拉的机器人研发项目。但这终究是未来愿景。反观当下，特斯拉2025年的收益预计将下滑近30%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1344796.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","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","BK4598":"佩洛西持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4550":"红杉资本持仓","BK4604":"机器人概念","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1344796.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566102979","content_text":"智通财经APP获悉，马斯克正试图将特斯拉(TSLA.US)的重心从电动汽车转向人形机器人，但在持怀疑态度的投资者看来，该公司销售增长停滞和令人瞠目的股市估值已不容任何闪失。为推动这家车企转型为人工智能(AI)巨头，马斯克本月初在其社交媒体平台X上宣称，“特斯拉约80%的价值将来自Optimus”——这正是特斯拉的机器人研发项目。但这终究是未来愿景。反观当下，特斯拉2025年的收益预计将下滑近30%;其自动驾驶出租车(robotaxi)业务不仅距离盈利仍有数年时间，还面临着来自谷歌(GOOGL.US)旗下Waymo等企业的激烈竞争。“目前，人们可以给机器人业务套上任何估值，”Hedge Fund Telemetry创始人Thomas Thornton表示，“市场尚未对机器人领域展开丝毫实质性研究：目前该领域有哪些企业?技术水平如何?营收规模有多大?人形机器人是否真的存在市场需求?”2023年起，电动汽车行业遭遇全面增速放缓，且这一趋势在2024年进一步加剧，特斯拉的业绩也因此受到冲击。然而与此同时，其股价却变得愈发高昂：按未来12个月预期收益计算，特斯拉的市盈率约为155倍，这一水平与2021年科技股热潮期间相近——正是在那一年，受电动汽车将成为主流的乐观预期推动，特斯拉市值首次突破万亿美元大关。最昂贵股票凭借这一估值，特斯拉成为“七巨头”(其中还包括谷歌、亚马逊(AMZN.US)、苹果(AAPL.US)、Meta(META.US)、微软(MSFT.US)、英伟达(NVDA.US))中股价最昂贵的公司。其中估值第二高的是AI芯片巨头英伟达，但其预期市盈率仅为31倍。在所有市值不低于1000亿美元的美国上市企业中，仅有Palantir Technologies(PLTR.US)的市盈率高于特斯拉。“特斯拉的估值水平堪比成长型企业，但其过去两年几乎未实现有意义的营收增长，”Horizon Investments负责配合投资组合经理工作的分析师Dmitry Shlyapnikov表示，“马斯克需要为投资者提供一个全新的增长故事，而Optimus就是答案。”这也解释了为何马斯克那份史无前例的万亿美元薪酬方案会严重依赖Optimus项目。不过，面对马斯克频繁改变公司战略定位，也难怪特斯拉投资者会感到无所适从。马斯克最初的设想是让特斯拉主导全球电动汽车市场，他也确实一度实现了这个目标。2024年4月，马斯克转变目标，宣称自动驾驶汽车将成为公司的核心业务。投资者对此欣然接受，推动特斯拉股价大幅上涨。随后，这位CEO在2024年美国总统大选期间全力支持特朗普。特朗普胜选后，市场预期马斯克与新一届政府的密切关系将为特斯拉自动驾驶业务扫清障碍，这直接引发股价大幅飙升。“马斯克风险敞口”时至今日，马斯克已与特朗普分道扬镳，而特斯拉的自动驾驶推进也步履维艰。该公司在奥斯汀市推出自动驾驶出租车服务首日便遭遇挫折——仅投入少量车辆却问题不断;其在加利福尼亚州推出的网约车服务尚未实现完全无人驾驶;在新城市拓展业务也进展缓慢。周四，特斯拉获准在内华达州开始测试自动驾驶汽车。自动驾驶技术的商业化落地之路依然充满不确定性，投资者对特斯拉能否主导该领域的信心也在不断减弱。与此同时，特斯拉的全球汽车销量持续下滑，加之市场对汽车关税可能收紧的担忧，其股价受到严重冲击：较去年12月中旬的高点已下跌约25%，自今年5月中旬以来始终在窄幅区间内波动。截至目前，特斯拉股价今年累计跌幅已超10%，成为标普500指数成分股中表现最差的100家公司之一，相比之下，标普500指数今年以来的涨幅已达12%。“市场从未将特斯拉严格视为一家汽车企业，而是将其看作对马斯克‘将科幻未来变为现实’能力的一场豪赌，” 盈透证券首席策略师Steve Sosnick表示，“此前承诺的自动驾驶出租车革命似乎已不足以支撑其估值，因此转向人形机器人领域，是实现这一目标的又一尝试。”马斯克重新聚焦Optimus项目能否打破特斯拉股价的低迷状态，目前仍是未知数——尤其是特斯拉的核心问题似乎出在技术层面。例如，本周有报道称，特斯拉汽车标志性的隐藏式门把手、机械解锁装置及供电系统，在碰撞事故中可能成为“致命隐患”，这可能导致驾驶员和乘客难以从起火的车辆中逃生。当然，对许多投资者而言，特斯拉的价值并非仅取决于电动汽车销量或财报上的数字。在他们看来，投资特斯拉本质上是押注马斯克能在交通与科技领域持续变革的浪潮中，不断创造盈利增长点。“如果你坚信埃隆・马斯克是一位能凭借发明改变世界的天才，那么特斯拉将是唯一的选择，”Horizon的Shlyapnikov表示，“对公众投资组合而言，投资特斯拉是获得‘马斯克风险敞口’的唯一途径。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475343442243736,"gmtCreate":1757054645597,"gmtModify":1757054646320,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"<a 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2509(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475343442243736","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459281317266144,"gmtCreate":1753166591486,"gmtModify":1753167141633,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"好可怜的中国企业，一切都是用的最垃圾的，就这还叫板Tesla😂","listText":"好可怜的中国企业，一切都是用的最垃圾的，就这还叫板Tesla😂","text":"好可怜的中国企业，一切都是用的最垃圾的，就这还叫板Tesla😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459281317266144","repostId":"2553286076","repostType":2,"repost":{"id":"2553286076","kind":"news","pubTimestamp":1753156500,"share":"https://www.laohu8.com/m/news/2553286076?lang=&edition=full","pubTime":"2025-07-22 11:55","market":"us","language":"zh","title":"为什么特斯拉用X86的PC芯片，国产车，却用ARM手机芯片？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553286076","media":"Ofweek光电信息网","summary":"而在芯片这一块，大家会发现一个较为有意思的事情，那就是特斯拉在自己的座舱芯片上，采用的是X86的PC芯片，使用的是AMD的CPU。X86芯片，可以使用windows系统，linux系统等，但使用不了安卓系统，而ARM芯片，可以使用安卓，却使用不了windows系统等。安卓是现成的，使用ARM芯片，能够直接就使用安卓系统，同时还能够使用安卓生态，所以当然是使用ARM芯片了，也就是大家所说的手机芯片。","content":"<html><body><article><p>随着新能源汽车的发展，智能座舱成为一个非常重要的核心功能了，因为它控制着车内的娱乐体系，以及相关的一些控制功能，甚至包括语音控制等、屏幕显示等等。</p><p>而智能座舱中，有两大核心，一个是芯片，一个是系统，芯片决定性能、系统决定体验。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250722115921299d2063kpb4hbaq4i\"/><p>而在芯片这一块，大家会发现一个较为有意思的事情，那就是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在自己的座舱芯片上，采用的是X86的PC芯片，使用的是AMD的CPU。</p><p>而国产汽车呢，则使用的是手机芯片，采用的是ARM架构的芯片，有些使用的是车规级的比如骁龙8155、8295等，也有使用消费级的骁龙8Gen3。</p><p>问题就来了，都是新能源汽车，为何大家选择却截然不同呢？</p><p>其实还是与大家的系统能力有关。X86芯片，可以使用windows系统，linux系统等，但使用不了安卓系统，而ARM芯片，可以使用安卓，却使用不了windows系统等。</p><p>特斯拉使用AMD的芯片，自己重新基于linux开发了一套自己的系统，而X86芯片，其实在性能上是较为强悍的，所以特斯拉车机很流畅，就相当于一台电脑……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250722115927073d2061bxvkudog75\"/><p>而国产汽车们，为何要使用ARM芯片呢，原因就是大家并没有去研发一个新的操作系统，而是都是基于安卓进行修改的系统。</p><p>安卓是现成的，使用ARM芯片，能够直接就使用安卓系统，同时还能够使用安卓生态，所以当然是使用ARM芯片了，也就是大家所说的手机芯片。</p><p>其实所谓的车规级芯片，也是<a href=\"https://laohu8.com/S/QCOM\">高通</a>将手机芯片进行车规级封装测试后的芯片，性能较最新的手机芯片，落后了好多代。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250722115934962d206klssne0qlit\"/><p>所以，一定程度上而言，所谓使用车规级芯片的国产车企，在座舱芯片的性能上，是不如AMD的PC芯片的，但胜在安卓系统+安卓生态，这个较容易开发和上手。</p><p>这也是为何大家都是新能源汽车，却使用不同芯片的原因，其实都是基于自己的技术实力，进行的选择，至于到底谁弱谁强，这个并不重要，从性能上来看，其实都是能够满足大家的需求的。</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>为什么特斯拉用X86的PC芯片，国产车，却用ARM手机芯片？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n为什么特斯拉用X86的PC芯片，国产车，却用ARM手机芯片？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-22 11:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072211593897afede5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着新能源汽车的发展，智能座舱成为一个非常重要的核心功能了，因为它控制着车内的娱乐体系，以及相关的一些控制功能，甚至包括语音控制等、屏幕显示等等。而智能座舱中，有两大核心，一个是芯片，一个是系统，芯片决定性能、系统决定体验。而在芯片这一块，大家会发现一个较为有意思的事情，那就是特斯拉在自己的座舱芯片上，采用的是X86的PC芯片，使用的是AMD的CPU。而国产汽车呢，则使用的是手机芯片，采用的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072211593897afede5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","BK4574":"无人驾驶","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","PC":"Premium Catering (Holdings) Ltd.","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSLA":"特斯拉","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4604":"机器人概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072211593897afede5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553286076","content_text":"随着新能源汽车的发展，智能座舱成为一个非常重要的核心功能了，因为它控制着车内的娱乐体系，以及相关的一些控制功能，甚至包括语音控制等、屏幕显示等等。而智能座舱中，有两大核心，一个是芯片，一个是系统，芯片决定性能、系统决定体验。而在芯片这一块，大家会发现一个较为有意思的事情，那就是特斯拉在自己的座舱芯片上，采用的是X86的PC芯片，使用的是AMD的CPU。而国产汽车呢，则使用的是手机芯片，采用的是ARM架构的芯片，有些使用的是车规级的比如骁龙8155、8295等，也有使用消费级的骁龙8Gen3。问题就来了，都是新能源汽车，为何大家选择却截然不同呢？其实还是与大家的系统能力有关。X86芯片，可以使用windows系统，linux系统等，但使用不了安卓系统，而ARM芯片，可以使用安卓，却使用不了windows系统等。特斯拉使用AMD的芯片，自己重新基于linux开发了一套自己的系统，而X86芯片，其实在性能上是较为强悍的，所以特斯拉车机很流畅，就相当于一台电脑……而国产汽车们，为何要使用ARM芯片呢，原因就是大家并没有去研发一个新的操作系统，而是都是基于安卓进行修改的系统。安卓是现成的，使用ARM芯片，能够直接就使用安卓系统，同时还能够使用安卓生态，所以当然是使用ARM芯片了，也就是大家所说的手机芯片。其实所谓的车规级芯片，也是高通将手机芯片进行车规级封装测试后的芯片，性能较最新的手机芯片，落后了好多代。所以，一定程度上而言，所谓使用车规级芯片的国产车企，在座舱芯片的性能上，是不如AMD的PC芯片的，但胜在安卓系统+安卓生态，这个较容易开发和上手。这也是为何大家都是新能源汽车，却使用不同芯片的原因，其实都是基于自己的技术实力，进行的选择，至于到底谁弱谁强，这个并不重要，从性能上来看，其实都是能够满足大家的需求的。","news_type":1,"symbols_score_info":{"PC":1,"QCOM":0.9,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680651995,"gmtCreate":1655045266619,"gmtModify":1704860984403,"author":{"id":"3513026108833956","authorId":"3513026108833956","name":"9级小台风","avatar":"https://static.tigerbbs.com/72e5eb6dd96f04e7c4c79b79dcece443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513026108833956","authorIdStr":"3513026108833956"},"themes":[],"htmlText":"<a 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