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第一桶小米米
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第一桶小米米
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
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。
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
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第一桶小米米
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
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第一桶小米米
第一桶小米米
·
01-25
$第四范式(06682)$
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第一桶小米米
第一桶小米米
·
2024-11-14
我也奇怪
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第一桶小米米
第一桶小米米
·
2024-10-26
很明显是NV
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第一桶小米米
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
摘要：美股股指期货微跌，中概股盘前走低，滴滴、知乎、哔哩哔哩跌超8%；突发事件来袭，东方航空跌超13%，波音跌超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%。3月
盘前异动 | 滴滴、B站跌超8%！突发事件来袭波音股价重挫
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第一桶小米米
第一桶小米米
·
2021-08-17
$秦淮数据(CD)$
一夜回到解放前
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第一桶小米米
第一桶小米米
·
2021-07-08
这也太惨了吧，数据概念被打懵了
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第一桶小米米
第一桶小米米
·
2021-06-23
加油吧，看好
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第一桶小米米
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
非常抱歉，此主贴已删除
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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://www.laohu8.com/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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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":{"BK1610":"ETF&股票定投概念","BK1119":"汽车制造商","BK1179":"电子设备和仪器","BK1539":"汽车股","BK1587":"次新股","BK1575":"同股不同权","02498":"速腾聚创","BK1588":"回港中概股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","09868":"小鹏汽车-W"},"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\" 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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 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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110162876","content_text":"摘要：美股股指期货微跌，中概股盘前走低，滴滴、知乎、哔哩哔哩跌超8%；突发事件来袭，东方航空跌超13%，波音跌超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%。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%。中概股盘前走低，$百世集团(BEST)$跌超14%，滴滴、知乎、哔哩哔哩跌超8%，贝壳、拼多多跌超7%，爱奇艺、腾讯音乐跌超6%。小鹏汽车盘前跌超5%，小鹏今日起全面涨价，涨幅最高超3万。东方航空跌超13%，波音盘前跌超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。凹凸科技盘前涨超20% 公司收到非约束性私有化要约。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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833100933,"gmtCreate":1629208553722,"gmtModify":1629208553722,"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/CD\">$秦淮数据(CD)$</a>一夜回到解放前","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","text":"$秦淮数据(CD)$一夜回到解放前","images":[{"img":"https://static.tigerbbs.com/dc3356c540bd6208cb67c9d433ebb9c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833100933","isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143397216,"gmtCreate":1625759556535,"gmtModify":1625759556535,"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":"这也太惨了吧，数据概念被打懵了","listText":"这也太惨了吧，数据概念被打懵了","text":"这也太惨了吧，数据概念被打懵了","images":[{"img":"https://static.tigerbbs.com/a697f3d9d783c11fcd9be1fb55c075e8","width":"1080","height":"3093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143397216","isVote":1,"tweetType":1,"viewCount":4275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":123094800,"gmtCreate":1624402775100,"gmtModify":1624402775100,"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":"加油吧，看好","listText":"加油吧，看好","text":"加油吧，看好","images":[{"img":"https://static.tigerbbs.com/4bb4ec3fb21f5eeecffcb22392ee91f8","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123094800","isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182245137,"gmtCreate":1623582871429,"gmtModify":1623582871429,"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":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182245137","repostId":"181487549","repostType":1,"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}