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汤姆凯特
IP属地:江苏
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汤姆凯特
汤姆凯特
·
02-25
$超微电脑(SMCI)$
别等了,老梁可能也在等,等警察上门
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汤姆凯特
汤姆凯特
·
02-05
本来我还put的有些犹豫,谢谢你我今晚要加仓put了,这不妥妥的骗人接盘文吗
“女股神”重磅报告:这个10万亿美元的市场,特斯拉将是最大赢家
2030年全球机器人出租车数量将达5000万辆。
“女股神”重磅报告:这个10万亿美元的市场,特斯拉将是最大赢家
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汤姆凯特
汤姆凯特
·
01-16
$阿里巴巴(BABA)$
支付宝重大安全隐患,全面做空阿里巴巴。不用质疑新闻真实性,大家可以去dy和xhs搜一搜
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汤姆凯特
汤姆凯特
·
2024-12-31
$特斯拉(TSLA)$
特斯拉在酝酿一次大跌
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汤姆凯特
汤姆凯特
·
2024-12-31
$Faraday Future(FFIE)$
贾老板格局大,我格局也不小吧[财迷]
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汤姆凯特
汤姆凯特
·
2024-12-28
$Faraday Future(FFIE)$
这事弄的,变成我割贾老板了,有点不好意思呀[财迷]
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汤姆凯特
汤姆凯特
·
2024-12-06
$英特尔(INTC)$
咱就是说,晶圆代工是非做不可吗
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汤姆凯特
汤姆凯特
·
2024-11-11
$TSLA 20241206 345.0 CALL$
感谢川普,感谢马斯克
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汤姆凯特
汤姆凯特
·
2024-09-13
我原来以为美国大选是严肃的,没想到这么不靠谱。就他们这一个个的,比尔盖茨如果去竞选能给他们一锅端了
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汤姆凯特
汤姆凯特
·
2024-05-08
做空好几天了,你可来了
市场消息:特斯拉德国工厂将停产4天
5月7日,据德国商报:$特斯拉(TSLA)$德国工厂将停产4天。消息发布后,特斯拉短线波动不大,日内跌2.37%。
市场消息:特斯拉德国工厂将停产4天
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别等了,老梁可能也在等,等警察上门","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407291726545408","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551083275255143","authorId":"3551083275255143","name":"汤姆凯特","avatar":"https://static.tigerbbs.com/58a721bd2e1c0b15229cc542c2b0635a","crmLevel":8,"crmLevelSwitch":0,"idStr":"3551083275255143","authorIdStr":"3551083275255143"},"content":"今天再不发将喜提银手镯一副","text":"今天再不发将喜提银手镯一副","html":"今天再不发将喜提银手镯一副"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400338569654744,"gmtCreate":1738765459242,"gmtModify":1738765461034,"author":{"id":"3551083275255143","authorId":"3551083275255143","name":"汤姆凯特","avatar":"https://static.tigerbbs.com/58a721bd2e1c0b15229cc542c2b0635a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551083275255143","authorIdStr":"3551083275255143"},"themes":[],"htmlText":"本来我还put的有些犹豫,谢谢你我今晚要加仓put了,这不妥妥的骗人接盘文吗","listText":"本来我还put的有些犹豫,谢谢你我今晚要加仓put了,这不妥妥的骗人接盘文吗","text":"本来我还put的有些犹豫,谢谢你我今晚要加仓put了,这不妥妥的骗人接盘文吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400338569654744","repostId":"1187921872","repostType":2,"repost":{"id":"1187921872","kind":"news","pubTimestamp":1738764772,"share":"https://www.laohu8.com/m/news/1187921872?lang=&edition=full","pubTime":"2025-02-05 22:12","market":"us","language":"zh","title":"“女股神”重磅报告:这个10万亿美元的市场,特斯拉将是最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1187921872","media":"华尔街见闻","summary":"2030年全球机器人出租车数量将达5000万辆。","content":"<html><head></head><body><p style=\"text-align: justify;\">“木头姐”最新预测,随着自动驾驶技术的普及,机器人出租车市场将在未来五年高速增长,届时手握Cybercab的特斯拉将是最大赢家。</p><p style=\"text-align: justify;\">当地时间4日,凯西·伍德旗下ARK投资公司发布《ARK Invest Big Ideas 2025》报告,其中大篇幅的分析了未来五年的机器人出租车市场。报告预测,<strong>到2030年,机器人出租车市场规模有望达到10万亿美元。届时全球机器人出租车的数量将达到大约5000万辆,其中特斯拉可能占据约50%的份额。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb04d7116ad9fb3dbeae082e9820f023\" tg-width=\"1024\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">ARK预测,如果特斯拉将其未来的全部汽车产能(而不是目前假设的30%到40%)分配给机器人出租车服务,<strong>那么特斯拉自己就有可能在2030年达到ARK对整个机器人出租车行业的预测水平。</strong></p><h2 id=\"id_2647312133\" style=\"text-align: start;\">十万亿美元市场机会</h2><p style=\"text-align: justify;\">根据ARK的估计,<strong>按每英里0.25美元的价格计算,机器人出租车市场规模有望达到10万亿美元。</strong>在这种价格下,自动驾驶交通能够服务的人群将比目前人类驾驶的网约车服务的人群更为庞大。与此同时,根据消费者对其时间的价值评估,即使在更高的价格点,需求也可能会很可观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4496714116b6927faa961e81bb959c9\" tg-width=\"1024\" tg-height=\"429\"/></p><p style=\"text-align: justify;\">机器人出租车服务的收入机会巨大。例如,根据ARK的预测,<strong>到2030年,特斯拉的自动驾驶出租车服务预计每年将创造数千亿美元的收入,企业价值可能达到数万亿美元。</strong></p><p style=\"text-align: justify;\">总体而言,报告预测,到2030年,机器人出租车将为创造高达34万亿美元的企业价值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb04d7116ad9fb3dbeae082e9820f023\" tg-width=\"1024\" tg-height=\"358\"/></p><h2 id=\"id_1643595945\" style=\"text-align: start;\">特斯拉和Waymo领衔,自动驾驶成本有望大幅下降</h2><p style=\"text-align: justify;\">ARK认为,特斯拉和Waymo在自动驾驶技术上的领先地位,有望帮助两家企业在机器人出租车行业抢占先机:</p><blockquote><p style=\"text-align: justify;\">特斯拉的全自动驾驶(FSD)技术在2023年和2024年取得了显著进展,预计到2025年将推出更高级别的自动驾驶功能。</p><p style=\"text-align: justify;\">谷歌旗下子公司Waymo的自动驾驶技术已在2018年启动商业化运营,并在2024年实现了每周约17.5万次的无人驾驶行程。</p><p style=\"text-align: justify;\">其他公司如百度萝卜快跑、Pony.ai和WeRide也在积极发展自动驾驶技术。</p></blockquote><p style=\"text-align: justify;\">与此同时,自动驾驶的成本将显著下降,而特斯拉的Cybercab(赛博出租车)预计将成为市场上最具成本竞争力的机器人出租车。</p><p style=\"text-align: justify;\">根据ARK的分析,特斯拉的Cybercab在大规模生产后,成本可能降至15000美元以下:</p><blockquote><p style=\"text-align: justify;\">特斯拉表示,Cybercab的能效将达到每千瓦时行驶5.5英里。结合根据赖特定律(Wright’s Law)预期的电池成本下降,这种能效表明电池的成本可能低至2300美元。</p><p style=\"text-align: justify;\">一般来说,车辆的传动系统约占总成本的20%,<strong>这意味着Cybercab在定价为15000美元或更低时仍可实现盈利。</strong></p></blockquote><p style=\"text-align: justify;\">自动驾驶汽车的每英里成本预计将显著下降。例如,特斯拉的自动驾驶出租车预计每英里的成本将降至0.25美元,远低于传统出租车和人类驾驶的网约车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ffd443383d8eba505aeb151ef70fe96\" tg-width=\"1024\" tg-height=\"507\"/></p><p style=\"text-align: justify;\">此外,特斯拉的每英里成本比Waymo低约30%到40%。ARK认为,Waymo较高的成本结构可能会使其在竞争中处于劣势,或者其盈利能力不如Cybercab机器人出租车服务。Waymo对激光雷达(LIDAR)的依赖以及选择成本较高的汽车制造商,是影响其竞争地位的两个不利因素。</p></body></html>","source":"wallstreetcn_api","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>“女股神”重磅报告:这个10万亿美元的市场,特斯拉将是最大赢家</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“女股神”重磅报告:这个10万亿美元的市场,特斯拉将是最大赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 22:12 北京时间 <a href=https://wallstreetcn.com/articles/3740423><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”最新预测,随着自动驾驶技术的普及,机器人出租车市场将在未来五年高速增长,届时手握Cybercab的特斯拉将是最大赢家。当地时间4日,凯西·伍德旗下ARK投资公司发布《ARK Invest Big Ideas 2025》报告,其中大篇幅的分析了未来五年的机器人出租车市场。报告预测,到2030年,机器人出租车市场规模有望达到10万亿美元。届时全球机器人出租车的数量将达到大约5000万辆,其中...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740423\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3740423","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187921872","content_text":"“木头姐”最新预测,随着自动驾驶技术的普及,机器人出租车市场将在未来五年高速增长,届时手握Cybercab的特斯拉将是最大赢家。当地时间4日,凯西·伍德旗下ARK投资公司发布《ARK Invest Big Ideas 2025》报告,其中大篇幅的分析了未来五年的机器人出租车市场。报告预测,到2030年,机器人出租车市场规模有望达到10万亿美元。届时全球机器人出租车的数量将达到大约5000万辆,其中特斯拉可能占据约50%的份额。ARK预测,如果特斯拉将其未来的全部汽车产能(而不是目前假设的30%到40%)分配给机器人出租车服务,那么特斯拉自己就有可能在2030年达到ARK对整个机器人出租车行业的预测水平。十万亿美元市场机会根据ARK的估计,按每英里0.25美元的价格计算,机器人出租车市场规模有望达到10万亿美元。在这种价格下,自动驾驶交通能够服务的人群将比目前人类驾驶的网约车服务的人群更为庞大。与此同时,根据消费者对其时间的价值评估,即使在更高的价格点,需求也可能会很可观。机器人出租车服务的收入机会巨大。例如,根据ARK的预测,到2030年,特斯拉的自动驾驶出租车服务预计每年将创造数千亿美元的收入,企业价值可能达到数万亿美元。总体而言,报告预测,到2030年,机器人出租车将为创造高达34万亿美元的企业价值。特斯拉和Waymo领衔,自动驾驶成本有望大幅下降ARK认为,特斯拉和Waymo在自动驾驶技术上的领先地位,有望帮助两家企业在机器人出租车行业抢占先机:特斯拉的全自动驾驶(FSD)技术在2023年和2024年取得了显著进展,预计到2025年将推出更高级别的自动驾驶功能。谷歌旗下子公司Waymo的自动驾驶技术已在2018年启动商业化运营,并在2024年实现了每周约17.5万次的无人驾驶行程。其他公司如百度萝卜快跑、Pony.ai和WeRide也在积极发展自动驾驶技术。与此同时,自动驾驶的成本将显著下降,而特斯拉的Cybercab(赛博出租车)预计将成为市场上最具成本竞争力的机器人出租车。根据ARK的分析,特斯拉的Cybercab在大规模生产后,成本可能降至15000美元以下:特斯拉表示,Cybercab的能效将达到每千瓦时行驶5.5英里。结合根据赖特定律(Wright’s 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href=\"https://laohu8.com/OPT/TSLA 20241206 345.0 CALL\">$TSLA 20241206 345.0 CALL$</a> 感谢川普,感谢马斯克","text":"$TSLA 20241206 345.0 CALL$ 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23:13","market":"us","language":"zh","title":"市场消息:特斯拉德国工厂将停产4天","url":"https://stock-news.laohu8.com/highlight/detail?id=1184451778","media":"老虎资讯综合","summary":"5月7日,据德国商报:$特斯拉(TSLA)$德国工厂将停产4天。消息发布后,特斯拉短线波动不大,日内跌2.37%。","content":"<html><head></head><body><p>5月7日,据德国商报引述特斯拉一份内部备忘录报道,特斯拉德国工厂所在地Grünheide将有为期数天的反对特斯拉扩张的抗议活动,因此特斯拉规定该工厂的所有员工周五必须回家工作,工厂的生产将在周三的夜班结束,直到周日的夜班才重新开始。</p><p>消息发布后,特斯拉短线波动不大,日内跌2.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac323ad64af2a4a9baef1d541cbe214a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>市场消息:特斯拉德国工厂将停产4天</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息:特斯拉德国工厂将停产4天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-07 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月7日,据德国商报引述特斯拉一份内部备忘录报道,特斯拉德国工厂所在地Grünheide将有为期数天的反对特斯拉扩张的抗议活动,因此特斯拉规定该工厂的所有员工周五必须回家工作,工厂的生产将在周三的夜班结束,直到周日的夜班才重新开始。</p><p>消息发布后,特斯拉短线波动不大,日内跌2.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac323ad64af2a4a9baef1d541cbe214a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4592":"伊斯兰概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","TSLL":"Direxion Daily TSLA Bull 2X 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INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184451778","content_text":"5月7日,据德国商报引述特斯拉一份内部备忘录报道,特斯拉德国工厂所在地Grünheide将有为期数天的反对特斯拉扩张的抗议活动,因此特斯拉规定该工厂的所有员工周五必须回家工作,工厂的生产将在周三的夜班结束,直到周日的夜班才重新开始。消息发布后,特斯拉短线波动不大,日内跌2.37%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}