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轩宸
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06-26
Who care
瑞银:Q2汽车交付恐令市场失望,重申特斯拉“卖出”评级
智通财经APP获悉,瑞银发布研报,重申对特斯拉的“卖出”评级,目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据,Q2交付量约为36.6万辆,同比下降18%,环比增长9%,但仍比市场预期低10%。瑞银在报告中表示,由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi,预计许多看涨者将“忽略”电动汽车交付数据,因为他们认为特斯拉股票的价值在于人工智能。但瑞银强调,特斯拉当下财务表现主要依赖汽车业务。
瑞银:Q2汽车交付恐令市场失望,重申特斯拉“卖出”评级
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轩宸
轩宸
·
2023-03-17
本篇文章毫无价值,晚上美股涨回来,你再来一篇文章?
百度版ChatGPT令人失望:无实时产品演示,致股价大跌
话说,今天万众期待的中国版ChatGPT——百度“文心一言”发布了。八姐也围观了百度的这场发布,感觉是李厂长真的是万分紧张啊,见识过各种大场子的他,在介绍产品时,声音居然有点颤抖。另外,这场发布会令人
百度版ChatGPT令人失望:无实时产品演示,致股价大跌
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轩宸
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2017-07-06
虚拟现实的公司有哪些?
$百度(BIDU)$现在做虚拟现实的上市公司有哪些呢?
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虚拟现实的公司有哪些?
轩宸
轩宸
·
2017-03-27
大单小单
$Advanced Micro Devices Inc.(AMD)$大单和小单是怎么定义的呢
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href=\"https://laohu8.com/S/QTWO\">Q2</a>交付量约为36.6万辆,同比下降18%,环比增长9%,但仍比市场预期低10%。</p><p>从主要地区来看,瑞银预计特拉斯在美国的汽车交付量环比有所上升,欧洲的交付量环比持平,而中国的交付量可能会下降。根据瑞银与投资者的谈话,特斯拉Q2交付量的预期范围在35.5-37.5万之间。</p><p>特拉斯还将公布储能部署数据,瑞银预测为11.3GWh,环比增长8%,略低于市场预期的11.8GWh。瑞银提醒投资者,储能项目部署具有波动性。</p><p>瑞银在报告中表示,由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi,预计许多看涨者将“忽略”电动汽车交付数据,因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调,特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金,而且随着股价上涨和汽车业务前景恶化,市场为已经很昂贵的人工智能期权注入更高溢价,尽管支撑数据寥寥无几。</p><p>瑞银表示,不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示,交付量未达预期会引发特斯拉股价下挫,但上季度的反常值得警惕:尽管交付量较市场预期低11%,但特拉斯股价逆势上涨5%,创2022年以来最大背离。这或许意味着,特斯拉已进一步进入了"汽车基本面不重要"的世界。</p><p>瑞银还表示,交付量引发的股价震荡可能是短暂的,紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观,但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。</p><p>TipRanks数据显示,华尔街分析师对特拉斯的看法不一,有14位予“买入”评级,12位予“持有”评级,9位予“卖出”评级,共识评级为“持有”,平均目标价为287.00美元,较当前股价水平低12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15e53d624660ab9d16d6692e0249d7c5\" tg-width=\"1001\" 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class=\"title\">\n瑞银:Q2汽车交付恐令市场失望,重申特斯拉“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 17:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1310070.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,瑞银发布研报,重申对特斯拉(TSLA.US)的“卖出”评级,目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据,Q2交付量约为36.6万辆,同比下降18%,环比增长9%,但仍比市场预期低10%。从主要地区来看,瑞银预计特拉斯在美国的汽车交付量环比有所上升,欧洲的交付量环比持平,而中国的交付量可能会下降。根据瑞银与投资者的谈话,特斯拉Q2交付量的预期范围...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310070.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310070.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546204605","content_text":"智通财经APP获悉,瑞银发布研报,重申对特斯拉(TSLA.US)的“卖出”评级,目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据,Q2交付量约为36.6万辆,同比下降18%,环比增长9%,但仍比市场预期低10%。从主要地区来看,瑞银预计特拉斯在美国的汽车交付量环比有所上升,欧洲的交付量环比持平,而中国的交付量可能会下降。根据瑞银与投资者的谈话,特斯拉Q2交付量的预期范围在35.5-37.5万之间。特拉斯还将公布储能部署数据,瑞银预测为11.3GWh,环比增长8%,略低于市场预期的11.8GWh。瑞银提醒投资者,储能项目部署具有波动性。瑞银在报告中表示,由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi,预计许多看涨者将“忽略”电动汽车交付数据,因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调,特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金,而且随着股价上涨和汽车业务前景恶化,市场为已经很昂贵的人工智能期权注入更高溢价,尽管支撑数据寥寥无几。瑞银表示,不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示,交付量未达预期会引发特斯拉股价下挫,但上季度的反常值得警惕:尽管交付量较市场预期低11%,但特拉斯股价逆势上涨5%,创2022年以来最大背离。这或许意味着,特斯拉已进一步进入了\"汽车基本面不重要\"的世界。瑞银还表示,交付量引发的股价震荡可能是短暂的,紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观,但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。TipRanks数据显示,华尔街分析师对特拉斯的看法不一,有14位予“买入”评级,12位予“持有”评级,9位予“卖出”评级,共识评级为“持有”,平均目标价为287.00美元,较当前股价水平低12%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650140082,"gmtCreate":1679004567346,"gmtModify":1679004568994,"author":{"id":"80584169108125","authorId":"80584169108125","name":"轩宸","avatar":"https://static.tigerbbs.com/b5d7531d255fdca744289b5ab9dec08a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"80584169108125","authorIdStr":"80584169108125"},"themes":[],"htmlText":"本篇文章毫无价值,晚上美股涨回来,你再来一篇文章?","listText":"本篇文章毫无价值,晚上美股涨回来,你再来一篇文章?","text":"本篇文章毫无价值,晚上美股涨回来,你再来一篇文章?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650140082","repostId":"1182518992","repostType":2,"repost":{"id":"1182518992","kind":"news","pubTimestamp":1678950990,"share":"https://www.laohu8.com/m/news/1182518992?lang=&edition=full","pubTime":"2023-03-16 15:16","market":"us","language":"zh","title":"百度版ChatGPT令人失望:无实时产品演示,致股价大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1182518992","media":"开柒","summary":"话说,今天万众期待的中国版ChatGPT——百度“文心一言”发布了。八姐也围观了百度的这场发布,感觉是李厂长真的是万分紧张啊,见识过各种大场子的他,在介绍产品时,声音居然有点颤抖。另外,这场发布会令人","content":"<html><head></head><body><p>话说,今天万众期待的中国版ChatGPT——百度“文心一言”发布了。八姐也围观了百度的这场发布,感觉是李厂长真的是万分紧张啊,见识过各种大场子的他,在介绍产品时,声音居然有点颤抖。</p><p><img src=\"https://static.tigerbbs.com/798dca8617180afc0a6112195e9fb183\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>另外,这场发布会令人失望的是,百度没有现场使用“文心一言”展示其功能,而是采用提前录好的视频展示,这也让人怀疑产品的真正体验,因此导致在发布会举办时,其港股股价一度大幅下挫10%。</p><p><img src=\"https://static.tigerbbs.com/19fd19950b80a526283405ccd281e9d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>同时,根据百度的披露,百度“文心一言”并不会在发布会结束后就面向公众推出,而是会在发布会结束后,给接入合作企业和媒体的定向邀请码,这显然也是令人失望的,这也令人联想到,百度版ChatGPT现在并不成熟、尚不能面对公众推出。</p><p>这就好比吊足了市场的胃口,最后大多数人依然体验不了炒了好久的“文心一言”,这必然是令人失望的。</p><p>那么,百度为何仓促推出“文心一言”呢?这一方面是因为,百度为了抢得对标chatgpt的头筹,获得更多的用户以训练大语言模型,另一方面也是因为内部和外部的需求。李彦宏称:“在全球的大厂中,百度是第一个ChatGPT的产品的。虽然‘文心一言’的内测体验不能称作完美,但为什么现在发布呢?是因为百度的各个产品现都在等着这样的产品,我们的客户和合作伙伴也在等着这样的技术。”</p><p><img src=\"https://static.tigerbbs.com/ee90c7deed3ef29680177d6e226ad6b5\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>当然,这可能也表明了百度正在承受了巨大的市场压力,毕竟,OpenAI的巨大震撼和1亿的用户数,令谷歌都发布了内部的红色代码,超过一半收入依赖广告的百度当然也面临着生死存亡的挑战。因此,上个月,百度官宣“文心一言”项目时,给自己掐上了“三月完成内测”的倒计时,并在内部下了命令要在一个月时间内看到产品。</p><p>而据百度内部的披露,百度对文心大模型的投入也是相当巨大的,研发的50%-60%的投入都给到了文心大模型。</p><p>当然,八姐觉得,百度没有快速地推出公测版本,一方面是因为产品还不成熟,另一方面可能也是出于成本和收入考虑。之前有估算称,ChatGPT每天成本消耗有超过10万美元。来自摩根士丹利的分析师估计,ChatGPT每次查询的成本大约是谷歌传统搜索查询成本的七倍。百度也可能期望,在提升产品能力、降低单次消耗的成本后,再推广给更多的用户。同时,百度也需要平衡“文心一言”与广告收入之间的矛盾,毕竟,语义AI势必会抢占搜索的注意力和广告点击数量。</p><p><img src=\"https://static.tigerbbs.com/e45efffef658af526aea009c2cba2598\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>好了,有的童鞋要问了,虽然没有实时公布产品,那么,百度的“文心一言”到底有啥功能呢?</p><p>根据李彦宏的介绍,大概有文学创作、商业文案创作、数理逻辑推算、中文理解和多模态生成的功能。</p><p><img src=\"https://static.tigerbbs.com/876399ced8a1b8d17ba26cae0ace1036\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>李彦宏在现场做个录屏展示,看起来“文心一言”的回答速度和质量还是不错的,当然,至于实际产品应用起来怎样,这还得观望了。</p><p>在八姐看来,“多模态生成”这个功能还是有点意思的,可以生成图片、视频、甚至用方言介绍。不过,李彦宏也表示,现在这个功能还没有开放。</p><p>总而言之,对很多有较高期望的人而言,这是一场令人有些失望的发布会。而至于百度的“文心一言”到底能真正推向市场,又到底能否和ChatGPT一战,那就只能再等等了。</p></body></html>","source":"kq","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>百度版ChatGPT令人失望:无实时产品演示,致股价大跌</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百度版ChatGPT令人失望:无实时产品演示,致股价大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 15:16 北京时间 <a href=https://mp.weixin.qq.com/s/005bpcYruSNnh5SpYTkM5w><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说,今天万众期待的中国版ChatGPT——百度“文心一言”发布了。八姐也围观了百度的这场发布,感觉是李厂长真的是万分紧张啊,见识过各种大场子的他,在介绍产品时,声音居然有点颤抖。另外,这场发布会令人失望的是,百度没有现场使用“文心一言”展示其功能,而是采用提前录好的视频展示,这也让人怀疑产品的真正体验,因此导致在发布会举办时,其港股股价一度大幅下挫10%。同时,根据百度的披露,百度“文心一言”并...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/005bpcYruSNnh5SpYTkM5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac134d27db4e08e155d6a7b458bcfa1d","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://mp.weixin.qq.com/s/005bpcYruSNnh5SpYTkM5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182518992","content_text":"话说,今天万众期待的中国版ChatGPT——百度“文心一言”发布了。八姐也围观了百度的这场发布,感觉是李厂长真的是万分紧张啊,见识过各种大场子的他,在介绍产品时,声音居然有点颤抖。另外,这场发布会令人失望的是,百度没有现场使用“文心一言”展示其功能,而是采用提前录好的视频展示,这也让人怀疑产品的真正体验,因此导致在发布会举办时,其港股股价一度大幅下挫10%。同时,根据百度的披露,百度“文心一言”并不会在发布会结束后就面向公众推出,而是会在发布会结束后,给接入合作企业和媒体的定向邀请码,这显然也是令人失望的,这也令人联想到,百度版ChatGPT现在并不成熟、尚不能面对公众推出。这就好比吊足了市场的胃口,最后大多数人依然体验不了炒了好久的“文心一言”,这必然是令人失望的。那么,百度为何仓促推出“文心一言”呢?这一方面是因为,百度为了抢得对标chatgpt的头筹,获得更多的用户以训练大语言模型,另一方面也是因为内部和外部的需求。李彦宏称:“在全球的大厂中,百度是第一个ChatGPT的产品的。虽然‘文心一言’的内测体验不能称作完美,但为什么现在发布呢?是因为百度的各个产品现都在等着这样的产品,我们的客户和合作伙伴也在等着这样的技术。”当然,这可能也表明了百度正在承受了巨大的市场压力,毕竟,OpenAI的巨大震撼和1亿的用户数,令谷歌都发布了内部的红色代码,超过一半收入依赖广告的百度当然也面临着生死存亡的挑战。因此,上个月,百度官宣“文心一言”项目时,给自己掐上了“三月完成内测”的倒计时,并在内部下了命令要在一个月时间内看到产品。而据百度内部的披露,百度对文心大模型的投入也是相当巨大的,研发的50%-60%的投入都给到了文心大模型。当然,八姐觉得,百度没有快速地推出公测版本,一方面是因为产品还不成熟,另一方面可能也是出于成本和收入考虑。之前有估算称,ChatGPT每天成本消耗有超过10万美元。来自摩根士丹利的分析师估计,ChatGPT每次查询的成本大约是谷歌传统搜索查询成本的七倍。百度也可能期望,在提升产品能力、降低单次消耗的成本后,再推广给更多的用户。同时,百度也需要平衡“文心一言”与广告收入之间的矛盾,毕竟,语义AI势必会抢占搜索的注意力和广告点击数量。好了,有的童鞋要问了,虽然没有实时公布产品,那么,百度的“文心一言”到底有啥功能呢?根据李彦宏的介绍,大概有文学创作、商业文案创作、数理逻辑推算、中文理解和多模态生成的功能。李彦宏在现场做个录屏展示,看起来“文心一言”的回答速度和质量还是不错的,当然,至于实际产品应用起来怎样,这还得观望了。在八姐看来,“多模态生成”这个功能还是有点意思的,可以生成图片、视频、甚至用方言介绍。不过,李彦宏也表示,现在这个功能还没有开放。总而言之,对很多有较高期望的人而言,这是一场令人有些失望的发布会。而至于百度的“文心一言”到底能真正推向市场,又到底能否和ChatGPT一战,那就只能再等等了。","news_type":1,"symbols_score_info":{"09888":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":3212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":72184,"gmtCreate":1499272722613,"gmtModify":1704878539465,"author":{"id":"80584169108125","authorId":"80584169108125","name":"轩宸","avatar":"https://static.tigerbbs.com/b5d7531d255fdca744289b5ab9dec08a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"80584169108125","authorIdStr":"80584169108125"},"themes":[],"title":"虚拟现实的公司有哪些?","htmlText":"$百度(BIDU)$现在做虚拟现实的上市公司有哪些呢?","listText":"$百度(BIDU)$现在做虚拟现实的上市公司有哪些呢?","text":"$百度(BIDU)$现在做虚拟现实的上市公司有哪些呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/72184","isVote":1,"tweetType":1,"viewCount":5499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":51271,"gmtCreate":1490625904545,"gmtModify":1704875935830,"author":{"id":"80584169108125","authorId":"80584169108125","name":"轩宸","avatar":"https://static.tigerbbs.com/b5d7531d255fdca744289b5ab9dec08a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"80584169108125","authorIdStr":"80584169108125"},"themes":[],"title":"大单小单","htmlText":"$Advanced 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