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me":"2021-08-19 13:17","market":"hk","language":"zh","title":"Tesla's AI Day has kicked off; what is the capital market paying attention to?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160783754","media":"金十数据","summary":"19日，特斯拉将召开AI日，展示公司在人工智能领域取得的进展。","content":"<p>America<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>The time is 5 PM on August 19th.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>An AI Day will be held at the company's Palo Alto headquarters to showcase its capabilities in artificial intelligence.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Progress made in the field.</p><p>In its invitation, Tesla stated that<b><u>The entire event will consist of a speech by Musk, a demonstration of software and hardware by Tesla engineers, and a test drive of the Model S Plaid.</u></b>Attendees will be among the first to learn about the company's latest advancements in supercomputers and neural network training, while Tesla will also showcase the applications of AI in fields beyond automobiles.</p><p>Although AI Day is theoretically primarily an event for engineers, given the increasing influence of electric vehicles and the industry chain on the capital market...<b>Any technological breakthrough by a leading electric vehicle manufacturer could trigger unusual movements in the industry sector.</b>。 Based on media reports and insights from industry analysts, the following are projects that investors should pay close attention to this year's AI Day.</p><p><b>Demonstrating the safety of automated (assisted) driving</b></p><p>Although Tesla explicitly mentions \"applications outside of automobiles,\" there is no doubt that autonomous driving, as the company's primary application area, cannot be absent, especially given the National Highway Traffic Safety Administration's announcement on Monday of a formal investigation into the technology.</p><p>Jane Edmondson, founder and CEO of EQM Indexes, said that Tesla may introduce how to improve FSD functionality through AI. Wall Street is now anxiously waiting for the leading companies developing this technology to come forward and say there are ways to improve its security. Many people are not confident in handing over control of cars to computers, but if there are more AI integrations that are better than human intelligence, you can argue that it is safe.</p><p>In addition, Gene Munster, managing partner of Loup Funds, said that although Musk had vowed to achieve Level 5 autonomous driving by 2021, the public is not expected to begin to experience Level 4 autonomous driving until at least 2024.</p><p>Since Autopilot Day in 2019, Tesla announced in May that the Model 3/Y in North America would no longer use radar to implement features such as Autopilot, and would instead use camera images and neural network drive systems. Meanwhile, in July of this year, Tesla announced that in addition to spending $10,000 to purchase FSD, users could also subscribe to the service for $199 per month, and the subscription fee for vehicles already equipped with Enhanced Autopilot (EAP) is $99 per month.</p><p>Munster projects that over the next decade (2031), the FSD feature alone will generate $159 billion in revenue and $102 billion in operating profit. Renowned investor Katherine Wood once identified the large-scale application of FSD as the next catalyst for Tesla's stock price, giving target prices of $1,000 this year and $3,000 in 2025.</p><p><b>The leading electric vehicle brand has been upgraded to<a href=\"https://laohu8.com/S/300024\">Robot</a>Faucet?</b></p><p>At the Q1 earnings conference this year, Musk said that in the long run, people will see Tesla as a robotics company, just like car companies and energy companies are currently positioned.</p><p>The capital market is wondering when Tesla will be able to compete with Waymo.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a><a href=\"https://laohu8.com/S/APOL\">Apollo</a>The launch of autonomous taxi services, similar to those offered by competitors, has been anticipated. Edmondson believes that from Tesla's perspective, providing a plan for self-driving trucks/buses is a reasonable application of existing technology.</p><p>The market is looking for clues to Tesla's explicit statement in its invitation that it will have \"applications beyond automobiles\" from Musk's numerous public statements. During the second-quarter earnings call, Musk again complained about the difficulties of manufacturing those car-making machines, saying that the company manufactures a crazy number of machines internally. This may suggest that AI technology will be applied to the field of building robots.</p><p>Furthermore, Musk twice mentioned developing \"smart and energy-efficient home products\" in 2018 and 2020, so the market shouldn't be too surprised if Musk launches an HVAC system on Thursday.</p><p><b>Will the AI Day talks focus on lithium mining?</b></p><p>At Battery Day last September, Musk mentioned that the company had acquired the rights to 10,000 acres of land in Nevada to produce “green lithium” from clay deposits using a “proprietary method.” Therefore, Musk may also update the project's progress at Thursday's event. Compared to nickel and cobalt, which are more polluting during mining, Tesla's pursuit of environmental protection relies more on the production capacity of iron and green lithium.</p><p>Meanwhile, in addition to production robots deployed in factories around the world, the help of machine learning in supply chain management may also appear at Thursday's event. Edmondson stated that AI can tell you where to find the metals needed for various productions, and it will also be a powerful supply chain management tool in the current chip shortage.</p><p><b>\"Dojo\" supercomputer unveiled & chip upgraded</b></p><p>The Dojo supercomputer is a product that Tesla has been announcing for a long time but has not yet disclosed its performance in detail. AI Day will be an excellent opportunity to showcase it. The role of this computer is to train neural networks so that autonomous driving products have similar perceptions and capabilities to human drivers.</p><p>However, based on Musk's previous remarks, Tesla clearly has plans to share the results of the \"dojo\" with other automakers, and it cannot be ruled out that the company may launch a hardware product to facilitate related progress. Earlier this year, there were rumors that<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A 5nm chip is being designed for Tesla's self-driving cars, which is related to the disassembled electronic devices shown on the invitation cover. It was on Autonomous Driving Day in 2019 that Tesla released Hardware 3.0 and its self-developed FSD chip.</p>","source":"xnew_highlight","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>Tesla's AI Day has kicked off; what is the capital market paying attention to?</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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's AI Day has kicked off; what is the capital market paying attention to?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-08-19 13:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>America<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>The time is 5 PM on August 19th.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>An AI Day will be held at the company's Palo Alto headquarters to showcase its capabilities in artificial intelligence.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Progress made in the field.</p><p>In its invitation, Tesla stated that<b><u>The entire event will consist of a speech by Musk, a demonstration of software and hardware by Tesla engineers, and a test drive of the Model S Plaid.</u></b>Attendees will be among the first to learn about the company's latest advancements in supercomputers and neural network training, while Tesla will also showcase the applications of AI in fields beyond automobiles.</p><p>Although AI Day is theoretically primarily an event for engineers, given the increasing influence of electric vehicles and the industry chain on the capital market...<b>Any technological breakthrough by a leading electric vehicle manufacturer could trigger unusual movements in the industry sector.</b>。 Based on media reports and insights from industry analysts, the following are projects that investors should pay close attention to this year's AI Day.</p><p><b>Demonstrating the safety of automated (assisted) driving</b></p><p>Although Tesla explicitly mentions \"applications outside of automobiles,\" there is no doubt that autonomous driving, as the company's primary application area, cannot be absent, especially given the National Highway Traffic Safety Administration's announcement on Monday of a formal investigation into the technology.</p><p>Jane Edmondson, founder and CEO of EQM Indexes, said that Tesla may introduce how to improve FSD functionality through AI. Wall Street is now anxiously waiting for the leading companies developing this technology to come forward and say there are ways to improve its security. Many people are not confident in handing over control of cars to computers, but if there are more AI integrations that are better than human intelligence, you can argue that it is safe.</p><p>In addition, Gene Munster, managing partner of Loup Funds, said that although Musk had vowed to achieve Level 5 autonomous driving by 2021, the public is not expected to begin to experience Level 4 autonomous driving until at least 2024.</p><p>Since Autopilot Day in 2019, Tesla announced in May that the Model 3/Y in North America would no longer use radar to implement features such as Autopilot, and would instead use camera images and neural network drive systems. Meanwhile, in July of this year, Tesla announced that in addition to spending $10,000 to purchase FSD, users could also subscribe to the service for $199 per month, and the subscription fee for vehicles already equipped with Enhanced Autopilot (EAP) is $99 per month.</p><p>Munster projects that over the next decade (2031), the FSD feature alone will generate $159 billion in revenue and $102 billion in operating profit. Renowned investor Katherine Wood once identified the large-scale application of FSD as the next catalyst for Tesla's stock price, giving target prices of $1,000 this year and $3,000 in 2025.</p><p><b>The leading electric vehicle brand has been upgraded to<a href=\"https://laohu8.com/S/300024\">Robot</a>Faucet?</b></p><p>At the Q1 earnings conference this year, Musk said that in the long run, people will see Tesla as a robotics company, just like car companies and energy companies are currently positioned.</p><p>The capital market is wondering when Tesla will be able to compete with Waymo.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a><a href=\"https://laohu8.com/S/APOL\">Apollo</a>The launch of autonomous taxi services, similar to those offered by competitors, has been anticipated. Edmondson believes that from Tesla's perspective, providing a plan for self-driving trucks/buses is a reasonable application of existing technology.</p><p>The market is looking for clues to Tesla's explicit statement in its invitation that it will have \"applications beyond automobiles\" from Musk's numerous public statements. During the second-quarter earnings call, Musk again complained about the difficulties of manufacturing those car-making machines, saying that the company manufactures a crazy number of machines internally. This may suggest that AI technology will be applied to the field of building robots.</p><p>Furthermore, Musk twice mentioned developing \"smart and energy-efficient home products\" in 2018 and 2020, so the market shouldn't be too surprised if Musk launches an HVAC system on Thursday.</p><p><b>Will the AI Day talks focus on lithium mining?</b></p><p>At Battery Day last September, Musk mentioned that the company had acquired the rights to 10,000 acres of land in Nevada to produce “green lithium” from clay deposits using a “proprietary method.” Therefore, Musk may also update the project's progress at Thursday's event. Compared to nickel and cobalt, which are more polluting during mining, Tesla's pursuit of environmental protection relies more on the production capacity of iron and green lithium.</p><p>Meanwhile, in addition to production robots deployed in factories around the world, the help of machine learning in supply chain management may also appear at Thursday's event. Edmondson stated that AI can tell you where to find the metals needed for various productions, and it will also be a powerful supply chain management tool in the current chip shortage.</p><p><b>\"Dojo\" supercomputer unveiled & chip upgraded</b></p><p>The Dojo supercomputer is a product that Tesla has been announcing for a long time but has not yet disclosed its performance in detail. AI Day will be an excellent opportunity to showcase it. The role of this computer is to train neural networks so that autonomous driving products have similar perceptions and capabilities to human drivers.</p><p>However, based on Musk's previous remarks, Tesla clearly has plans to share the results of the \"dojo\" with other automakers, and it cannot be ruled out that the company may launch a hardware product to facilitate related progress. Earlier this year, there were rumors that<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A 5nm chip is being designed for Tesla's self-driving cars, which is related to the disassembled electronic devices shown on the invitation cover. It was on Autonomous Driving Day in 2019 that Tesla released Hardware 3.0 and its self-developed FSD chip.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=80361&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f4c46d4b2afae6942831cdc849f2072","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=80361&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160783754","content_text":"美国太平洋时间8月19日下午17点，特斯拉将在帕罗奥图总部召开AI日，展示公司在人工智能领域取得的进展。\n特斯拉在发出的邀请函中表示，整场活动将由马斯克的演讲、特斯拉工程师对软硬件的演示、Model S Plaid试驾等环节组成。与会者将成为第一批了解公司在超级计算机、神经网络训练方面的最新进展，同时特斯拉也会展现AI在汽车以外领域的应用。\n虽然AI日理论上主要是针对工程师的活动，但在电动车及产业链对资本市场影响力逐渐提升的当下，电动车龙头在技术领域的任何突破都有可能引发行业板块的异动。综合媒体报道和行业分析师见解，以下为今年AI日投资者应当密切关注的项目。\n论证自动（辅助）驾驶安全性\n虽然特斯拉明确提及“汽车以外的应用”，但毫无疑问作为公司最主要的应用领域，自动驾驶不可能缺席，特别是在本周一美国国家公路交通安全管理局宣布对这项技术展开正式调查的背景下。\nEQM Indexes创始人兼CEO Jane Edmondson表示，到时候特斯拉可能会介绍如何通过AI来提升FSD功能。现在华尔街很焦虑地在等待开发这项技术的龙头企业能够站出来说有办法提高这项技术的安全性。许多人并没有信心把汽车操控权交给电脑，但如果有更多比人类智能更好的人工智能集成，你就可以论证（这项技术）它是安全的。\n此外Loup Funds管理合伙人Gene Munster表示，虽然马斯克曾经放话在2021年实现L5级别的自动驾驶，但预期公众至少要到2024年才能开始接触L4级别的自动驾驶。\n自从2019年自动驾驶日后，特斯拉在今年五月宣布北美地区的Model 3/Y不再使用雷达实现Autopilot等功能，将转向使用摄像头画面和神经网络驱动系统。同时在今年7月特斯拉宣布用户除了花费10000美元购买FSD以外，同时能够以每月199美元订阅这项服务，已经配备增强型自动驾驶仪（EAP）的车辆订阅费用为每月99美元。\nMunster预计，未来十年（2031年）光是FSD一项功能就能实现1590亿美元的营收，营业利润达到1020亿美元。知名投资人凯瑟琳·伍德就曾把FSD规模应用作为特斯拉股价的下一个催化剂，给出年内1000美元和2025年3000美元的目标价。\n电动车龙头升级为机器人龙头？\n在今年一季报的财报发布会上，马斯克曾表示长期来看人们将会把特斯拉看作是一家机器人公司，与现在汽车公司以及能源公司的定位一样。\n资本市场对于特斯拉何时能够与Waymo/百度阿波罗等竞品一样推出自动驾驶出租车服务一直有所预期。Edmondson认为，从特斯拉的角度来说，给出自动驾驶卡车/巴士的计划是对现有技术的合理应用。\n对于特斯拉在邀请函中明确表示会有“汽车以外的应用”，市场正在从马斯克海量的公开发言中寻找蛛丝马迹。在二季度财报会上，马斯克再度抱怨了制造那些造车机器的困难，并称公司内部制造了疯狂数量的机器。这有可能在暗示AI技术会应用在建造机器人领域。\n此外，在2018年和2020年马斯克曾经两度提及开发“智能且节能的家居产品”，如果马斯克周四推出一套暖通系统（HVAC），市场不应该感到太意外。\nAI日会谈及锂矿么？\n在去年九月的电池日，马斯克曾提及公司已获得内华达州10000英亩土地的权利，可以使用“专有方法”从粘土矿床中生产“绿锂”。所以周四的活动上马斯克也有可能更新项目的进展情况，相较于开采时污染更大的镍和钴，特斯拉对于环保的追求更多需要寄托在铁和绿锂的产能。\n同时，除了遍布全球工厂的生产机器人外，机器学习对于供应链管理的帮助也有可能出现在周四的活动中。Edmondson表示，AI可以告诉你各种生产所需要的金属能从哪里找到，同时在芯片短缺的当下，它也会是强大的供应链管理工具。\n“道场”超算亮相&芯片升级\n“道场”（Dojo）超算是特斯拉公开已久但尚未详细披露性能的产品，AI日将会是绝佳的展示机会。这个计算机的作用就是训练神经网络，使得自动驾驶类产品具有与人类驾驶员类似的感知和能力。\n但基于马斯克之前的讲话，特斯拉显然有向其他车厂分享“道场”成果的计划，并不排除公司可能会推出一款硬件促进相关进展。今年年初曾经有传言称三星正在为特斯拉自动驾驶汽车设计一款5nm芯片，这正与邀请函封面上呈现的电子设备拆解图产生了关联性。正是在2019年的自动驾驶日上，特斯拉发布了Hardware 3.0和自研FSD芯片。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831107995,"gmtCreate":1629293630317,"gmtModify":1676529993909,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/1a198eaf097929796195d2872394c4d2","width":"1080","height":"2054"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831107995","isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839159710,"gmtCreate":1629128478130,"gmtModify":1676529941286,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/6d8c882bd96b77def2ae79c0465b6156","width":"1080","height":"2054"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839159710","isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897528240,"gmtCreate":1628946266180,"gmtModify":1676529898019,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"&nbsp;???","listText":"&nbsp;???","text":"???","images":[{"img":"https://static.tigerbbs.com/e948d5260380f4a4680fd3eedd25958e","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897528240","isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898172195,"gmtCreate":1628481174017,"gmtModify":1703506790571,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/5341ddee05ae66ebf54b6f1f31591801","width":"1080","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898172195","isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891713589,"gmtCreate":1628427576341,"gmtModify":1703506142774,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/6c8288af3bde1442e33d83bfa8ac0fbf","width":"1080","height":"1933"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891713589","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9915517722,"gmtCreate":1665068698367,"gmtModify":1676537552578,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>.","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>.","text":"$拼多多(PDD)$.","images":[{"img":"https://community-static.tradeup.com/news/c2dc0ee9785d82a35a4a341bfc11eac3","width":"1080","height":"1718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915517722","isVote":1,"tweetType":1,"viewCount":7151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":863484223,"gmtCreate":1632412505962,"gmtModify":1676530777666,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>???","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>???","text":"$特斯拉(TSLA)$???","images":[{"img":"https://static.tigerbbs.com/08e2d6ae1c7768d7f90fe7483cfdb5b4","width":"1080","height":"2054"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863484223","isVote":1,"tweetType":1,"viewCount":5458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176625416,"gmtCreate":1626881236135,"gmtModify":1703479936364,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176625416","repostId":"1112040613","repostType":4,"repost":{"id":"1112040613","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626875681,"share":"https://ttm.financial/m/news/1112040613?lang=en_US&edition=fundamental","pubTime":"2021-07-21 21:54","market":"us","language":"zh","title":"[Focus] Emerging electric vehicle manufacturers surge, with XPeng and Li Auto rising over 7%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112040613","media":"老虎资讯综合","summary":"7月21日，造车新势力盘中大涨，小鹏汽车、理想汽车涨超7%，蔚来涨超3%。\n阿里巴巴对小鹏汽车港股的多头头寸增至14.97%。","content":"<p>On July 21, emerging electric vehicle manufacturers surged intraday.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 7%, and Nio rose more than 3%.</p><p>Alibaba's long position in XPeng Motors' Hong Kong stock has increased to 14.97%.<img src=\"https://static.tigerbbs.com/a18715a730121a93d6ef7546ebd880ed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>[Focus] Emerging electric vehicle manufacturers surge, with XPeng and Li Auto rising over 7%.</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; 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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: 12.5px; color: #7E829C; margin: 0;}\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[Focus] Emerging electric vehicle manufacturers surge, with XPeng and Li Auto rising over 7%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-21 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 21, emerging electric vehicle manufacturers surged intraday.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 7%, and Nio rose more than 3%.</p><p>Alibaba's long position in XPeng Motors' Hong Kong stock has increased to 14.97%.<img src=\"https://static.tigerbbs.com/a18715a730121a93d6ef7546ebd880ed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"09868":"小鹏集团-W","XPEV":"小鹏集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112040613","content_text":"7月21日，造车新势力盘中大涨，小鹏汽车、理想汽车涨超7%，蔚来涨超3%。\n阿里巴巴对小鹏汽车港股的多头头寸增至14.97%。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838329630,"gmtCreate":1629376077220,"gmtModify":1676530020001,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838329630","repostId":"2160783754","repostType":2,"repost":{"id":"2160783754","kind":"highlight","pubTimestamp":1629350247,"share":"https://ttm.financial/m/news/2160783754?lang=en_US&edition=fundamental","pubTime":"2021-08-19 13:17","market":"hk","language":"zh","title":"Tesla's AI Day has kicked off; what is the capital market paying attention to?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160783754","media":"金十数据","summary":"19日，特斯拉将召开AI日，展示公司在人工智能领域取得的进展。","content":"<p>America<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>The time is 5 PM on August 19th.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>An AI Day will be held at the company's Palo Alto headquarters to showcase its capabilities in artificial intelligence.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Progress made in the field.</p><p>In its invitation, Tesla stated that<b><u>The entire event will consist of a speech by Musk, a demonstration of software and hardware by Tesla engineers, and a test drive of the Model S Plaid.</u></b>Attendees will be among the first to learn about the company's latest advancements in supercomputers and neural network training, while Tesla will also showcase the applications of AI in fields beyond automobiles.</p><p>Although AI Day is theoretically primarily an event for engineers, given the increasing influence of electric vehicles and the industry chain on the capital market...<b>Any technological breakthrough by a leading electric vehicle manufacturer could trigger unusual movements in the industry sector.</b>。 Based on media reports and insights from industry analysts, the following are projects that investors should pay close attention to this year's AI Day.</p><p><b>Demonstrating the safety of automated (assisted) driving</b></p><p>Although Tesla explicitly mentions \"applications outside of automobiles,\" there is no doubt that autonomous driving, as the company's primary application area, cannot be absent, especially given the National Highway Traffic Safety Administration's announcement on Monday of a formal investigation into the technology.</p><p>Jane Edmondson, founder and CEO of EQM Indexes, said that Tesla may introduce how to improve FSD functionality through AI. Wall Street is now anxiously waiting for the leading companies developing this technology to come forward and say there are ways to improve its security. Many people are not confident in handing over control of cars to computers, but if there are more AI integrations that are better than human intelligence, you can argue that it is safe.</p><p>In addition, Gene Munster, managing partner of Loup Funds, said that although Musk had vowed to achieve Level 5 autonomous driving by 2021, the public is not expected to begin to experience Level 4 autonomous driving until at least 2024.</p><p>Since Autopilot Day in 2019, Tesla announced in May that the Model 3/Y in North America would no longer use radar to implement features such as Autopilot, and would instead use camera images and neural network drive systems. Meanwhile, in July of this year, Tesla announced that in addition to spending $10,000 to purchase FSD, users could also subscribe to the service for $199 per month, and the subscription fee for vehicles already equipped with Enhanced Autopilot (EAP) is $99 per month.</p><p>Munster projects that over the next decade (2031), the FSD feature alone will generate $159 billion in revenue and $102 billion in operating profit. Renowned investor Katherine Wood once identified the large-scale application of FSD as the next catalyst for Tesla's stock price, giving target prices of $1,000 this year and $3,000 in 2025.</p><p><b>The leading electric vehicle brand has been upgraded to<a href=\"https://laohu8.com/S/300024\">Robot</a>Faucet?</b></p><p>At the Q1 earnings conference this year, Musk said that in the long run, people will see Tesla as a robotics company, just like car companies and energy companies are currently positioned.</p><p>The capital market is wondering when Tesla will be able to compete with Waymo.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a><a href=\"https://laohu8.com/S/APOL\">Apollo</a>The launch of autonomous taxi services, similar to those offered by competitors, has been anticipated. Edmondson believes that from Tesla's perspective, providing a plan for self-driving trucks/buses is a reasonable application of existing technology.</p><p>The market is looking for clues to Tesla's explicit statement in its invitation that it will have \"applications beyond automobiles\" from Musk's numerous public statements. During the second-quarter earnings call, Musk again complained about the difficulties of manufacturing those car-making machines, saying that the company manufactures a crazy number of machines internally. This may suggest that AI technology will be applied to the field of building robots.</p><p>Furthermore, Musk twice mentioned developing \"smart and energy-efficient home products\" in 2018 and 2020, so the market shouldn't be too surprised if Musk launches an HVAC system on Thursday.</p><p><b>Will the AI Day talks focus on lithium mining?</b></p><p>At Battery Day last September, Musk mentioned that the company had acquired the rights to 10,000 acres of land in Nevada to produce “green lithium” from clay deposits using a “proprietary method.” Therefore, Musk may also update the project's progress at Thursday's event. Compared to nickel and cobalt, which are more polluting during mining, Tesla's pursuit of environmental protection relies more on the production capacity of iron and green lithium.</p><p>Meanwhile, in addition to production robots deployed in factories around the world, the help of machine learning in supply chain management may also appear at Thursday's event. Edmondson stated that AI can tell you where to find the metals needed for various productions, and it will also be a powerful supply chain management tool in the current chip shortage.</p><p><b>\"Dojo\" supercomputer unveiled & chip upgraded</b></p><p>The Dojo supercomputer is a product that Tesla has been announcing for a long time but has not yet disclosed its performance in detail. AI Day will be an excellent opportunity to showcase it. The role of this computer is to train neural networks so that autonomous driving products have similar perceptions and capabilities to human drivers.</p><p>However, based on Musk's previous remarks, Tesla clearly has plans to share the results of the \"dojo\" with other automakers, and it cannot be ruled out that the company may launch a hardware product to facilitate related progress. Earlier this year, there were rumors that<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A 5nm chip is being designed for Tesla's self-driving cars, which is related to the disassembled electronic devices shown on the invitation cover. It was on Autonomous Driving Day in 2019 that Tesla released Hardware 3.0 and its self-developed FSD chip.</p>","source":"xnew_highlight","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>Tesla's AI Day has kicked off; what is the capital market paying attention to?</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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's AI Day has kicked off; what is the capital market paying attention to?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-08-19 13:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>America<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>The time is 5 PM on August 19th.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>An AI Day will be held at the company's Palo Alto headquarters to showcase its capabilities in artificial intelligence.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Progress made in the field.</p><p>In its invitation, Tesla stated that<b><u>The entire event will consist of a speech by Musk, a demonstration of software and hardware by Tesla engineers, and a test drive of the Model S Plaid.</u></b>Attendees will be among the first to learn about the company's latest advancements in supercomputers and neural network training, while Tesla will also showcase the applications of AI in fields beyond automobiles.</p><p>Although AI Day is theoretically primarily an event for engineers, given the increasing influence of electric vehicles and the industry chain on the capital market...<b>Any technological breakthrough by a leading electric vehicle manufacturer could trigger unusual movements in the industry sector.</b>。 Based on media reports and insights from industry analysts, the following are projects that investors should pay close attention to this year's AI Day.</p><p><b>Demonstrating the safety of automated (assisted) driving</b></p><p>Although Tesla explicitly mentions \"applications outside of automobiles,\" there is no doubt that autonomous driving, as the company's primary application area, cannot be absent, especially given the National Highway Traffic Safety Administration's announcement on Monday of a formal investigation into the technology.</p><p>Jane Edmondson, founder and CEO of EQM Indexes, said that Tesla may introduce how to improve FSD functionality through AI. Wall Street is now anxiously waiting for the leading companies developing this technology to come forward and say there are ways to improve its security. Many people are not confident in handing over control of cars to computers, but if there are more AI integrations that are better than human intelligence, you can argue that it is safe.</p><p>In addition, Gene Munster, managing partner of Loup Funds, said that although Musk had vowed to achieve Level 5 autonomous driving by 2021, the public is not expected to begin to experience Level 4 autonomous driving until at least 2024.</p><p>Since Autopilot Day in 2019, Tesla announced in May that the Model 3/Y in North America would no longer use radar to implement features such as Autopilot, and would instead use camera images and neural network drive systems. Meanwhile, in July of this year, Tesla announced that in addition to spending $10,000 to purchase FSD, users could also subscribe to the service for $199 per month, and the subscription fee for vehicles already equipped with Enhanced Autopilot (EAP) is $99 per month.</p><p>Munster projects that over the next decade (2031), the FSD feature alone will generate $159 billion in revenue and $102 billion in operating profit. Renowned investor Katherine Wood once identified the large-scale application of FSD as the next catalyst for Tesla's stock price, giving target prices of $1,000 this year and $3,000 in 2025.</p><p><b>The leading electric vehicle brand has been upgraded to<a href=\"https://laohu8.com/S/300024\">Robot</a>Faucet?</b></p><p>At the Q1 earnings conference this year, Musk said that in the long run, people will see Tesla as a robotics company, just like car companies and energy companies are currently positioned.</p><p>The capital market is wondering when Tesla will be able to compete with Waymo.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a><a href=\"https://laohu8.com/S/APOL\">Apollo</a>The launch of autonomous taxi services, similar to those offered by competitors, has been anticipated. Edmondson believes that from Tesla's perspective, providing a plan for self-driving trucks/buses is a reasonable application of existing technology.</p><p>The market is looking for clues to Tesla's explicit statement in its invitation that it will have \"applications beyond automobiles\" from Musk's numerous public statements. During the second-quarter earnings call, Musk again complained about the difficulties of manufacturing those car-making machines, saying that the company manufactures a crazy number of machines internally. This may suggest that AI technology will be applied to the field of building robots.</p><p>Furthermore, Musk twice mentioned developing \"smart and energy-efficient home products\" in 2018 and 2020, so the market shouldn't be too surprised if Musk launches an HVAC system on Thursday.</p><p><b>Will the AI Day talks focus on lithium mining?</b></p><p>At Battery Day last September, Musk mentioned that the company had acquired the rights to 10,000 acres of land in Nevada to produce “green lithium” from clay deposits using a “proprietary method.” Therefore, Musk may also update the project's progress at Thursday's event. Compared to nickel and cobalt, which are more polluting during mining, Tesla's pursuit of environmental protection relies more on the production capacity of iron and green lithium.</p><p>Meanwhile, in addition to production robots deployed in factories around the world, the help of machine learning in supply chain management may also appear at Thursday's event. Edmondson stated that AI can tell you where to find the metals needed for various productions, and it will also be a powerful supply chain management tool in the current chip shortage.</p><p><b>\"Dojo\" supercomputer unveiled & chip upgraded</b></p><p>The Dojo supercomputer is a product that Tesla has been announcing for a long time but has not yet disclosed its performance in detail. AI Day will be an excellent opportunity to showcase it. The role of this computer is to train neural networks so that autonomous driving products have similar perceptions and capabilities to human drivers.</p><p>However, based on Musk's previous remarks, Tesla clearly has plans to share the results of the \"dojo\" with other automakers, and it cannot be ruled out that the company may launch a hardware product to facilitate related progress. Earlier this year, there were rumors that<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A 5nm chip is being designed for Tesla's self-driving cars, which is related to the disassembled electronic devices shown on the invitation cover. It was on Autonomous Driving Day in 2019 that Tesla released Hardware 3.0 and its self-developed FSD chip.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=80361&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f4c46d4b2afae6942831cdc849f2072","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=80361&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160783754","content_text":"美国太平洋时间8月19日下午17点，特斯拉将在帕罗奥图总部召开AI日，展示公司在人工智能领域取得的进展。\n特斯拉在发出的邀请函中表示，整场活动将由马斯克的演讲、特斯拉工程师对软硬件的演示、Model S Plaid试驾等环节组成。与会者将成为第一批了解公司在超级计算机、神经网络训练方面的最新进展，同时特斯拉也会展现AI在汽车以外领域的应用。\n虽然AI日理论上主要是针对工程师的活动，但在电动车及产业链对资本市场影响力逐渐提升的当下，电动车龙头在技术领域的任何突破都有可能引发行业板块的异动。综合媒体报道和行业分析师见解，以下为今年AI日投资者应当密切关注的项目。\n论证自动（辅助）驾驶安全性\n虽然特斯拉明确提及“汽车以外的应用”，但毫无疑问作为公司最主要的应用领域，自动驾驶不可能缺席，特别是在本周一美国国家公路交通安全管理局宣布对这项技术展开正式调查的背景下。\nEQM Indexes创始人兼CEO Jane Edmondson表示，到时候特斯拉可能会介绍如何通过AI来提升FSD功能。现在华尔街很焦虑地在等待开发这项技术的龙头企业能够站出来说有办法提高这项技术的安全性。许多人并没有信心把汽车操控权交给电脑，但如果有更多比人类智能更好的人工智能集成，你就可以论证（这项技术）它是安全的。\n此外Loup Funds管理合伙人Gene Munster表示，虽然马斯克曾经放话在2021年实现L5级别的自动驾驶，但预期公众至少要到2024年才能开始接触L4级别的自动驾驶。\n自从2019年自动驾驶日后，特斯拉在今年五月宣布北美地区的Model 3/Y不再使用雷达实现Autopilot等功能，将转向使用摄像头画面和神经网络驱动系统。同时在今年7月特斯拉宣布用户除了花费10000美元购买FSD以外，同时能够以每月199美元订阅这项服务，已经配备增强型自动驾驶仪（EAP）的车辆订阅费用为每月99美元。\nMunster预计，未来十年（2031年）光是FSD一项功能就能实现1590亿美元的营收，营业利润达到1020亿美元。知名投资人凯瑟琳·伍德就曾把FSD规模应用作为特斯拉股价的下一个催化剂，给出年内1000美元和2025年3000美元的目标价。\n电动车龙头升级为机器人龙头？\n在今年一季报的财报发布会上，马斯克曾表示长期来看人们将会把特斯拉看作是一家机器人公司，与现在汽车公司以及能源公司的定位一样。\n资本市场对于特斯拉何时能够与Waymo/百度阿波罗等竞品一样推出自动驾驶出租车服务一直有所预期。Edmondson认为，从特斯拉的角度来说，给出自动驾驶卡车/巴士的计划是对现有技术的合理应用。\n对于特斯拉在邀请函中明确表示会有“汽车以外的应用”，市场正在从马斯克海量的公开发言中寻找蛛丝马迹。在二季度财报会上，马斯克再度抱怨了制造那些造车机器的困难，并称公司内部制造了疯狂数量的机器。这有可能在暗示AI技术会应用在建造机器人领域。\n此外，在2018年和2020年马斯克曾经两度提及开发“智能且节能的家居产品”，如果马斯克周四推出一套暖通系统（HVAC），市场不应该感到太意外。\nAI日会谈及锂矿么？\n在去年九月的电池日，马斯克曾提及公司已获得内华达州10000英亩土地的权利，可以使用“专有方法”从粘土矿床中生产“绿锂”。所以周四的活动上马斯克也有可能更新项目的进展情况，相较于开采时污染更大的镍和钴，特斯拉对于环保的追求更多需要寄托在铁和绿锂的产能。\n同时，除了遍布全球工厂的生产机器人外，机器学习对于供应链管理的帮助也有可能出现在周四的活动中。Edmondson表示，AI可以告诉你各种生产所需要的金属能从哪里找到，同时在芯片短缺的当下，它也会是强大的供应链管理工具。\n“道场”超算亮相&芯片升级\n“道场”（Dojo）超算是特斯拉公开已久但尚未详细披露性能的产品，AI日将会是绝佳的展示机会。这个计算机的作用就是训练神经网络，使得自动驾驶类产品具有与人类驾驶员类似的感知和能力。\n但基于马斯克之前的讲话，特斯拉显然有向其他车厂分享“道场”成果的计划，并不排除公司可能会推出一款硬件促进相关进展。今年年初曾经有传言称三星正在为特斯拉自动驾驶汽车设计一款5nm芯片，这正与邀请函封面上呈现的电子设备拆解图产生了关联性。正是在2019年的自动驾驶日上，特斯拉发布了Hardware 3.0和自研FSD芯片。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170541134,"gmtCreate":1626444010128,"gmtModify":1703760311021,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170541134","repostId":"1179612289","repostType":4,"repost":{"id":"1179612289","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1626443542,"share":"https://ttm.financial/m/news/1179612289?lang=en_US&edition=fundamental","pubTime":"2021-07-16 21:52","market":"us","language":"zh","title":"Snap has surged 300% since the pandemic; does it still have investment potential?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179612289","media":"英为财情Investing","summary":"英为财情Investing.com – 过去一年，Snap(NYSE:SNAP)日活用户创纪录新高，书写了大流行期间最闪亮的增长故事之一。\n凭借这个势头，Snap成为了今年表现最强劲的一只社交媒体软件","content":"<p>Investing.com – Snap (NYSE:SNAP) has seen record daily active users over the past year, writing one of the brightest growth stories during the pandemic.</p><p>With this momentum, Snap has become the strongest-performing social media software stock this year, with its share price rising by more than 300% since March 2020, and Snap has successfully convinced investors that its advertising business will continue to grow.</p><p><img src=\"https://static.tigerbbs.com/e5983c6d236a618f4ff416f849cfc45a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Investors once thought Snap was doomed, but after the company redesigned Snapchat, user spending time increased, and the company successfully turned things around.</p><p>Snap has also cleverly translated traffic growth into advertising growth, increasing Snapchat's appeal to advertisers by investing in augmented reality, advertising tools, and supporting quality content creators.</p><p>In line with the above strategy, Snap launched the Spotlight short video feature last November and, to incentivize outstanding videos, spends $100 million a day to reward the creators of the most popular content. By the end of the first quarter, Spotlight's users had surged to 125 million.</p><p>During the period ended March 31, these initiatives drove the company's sales up 66% to $770 million and active users up 22% to 280 million. During the last earnings call, Snap CEO Evan Spiegel said that as socio-economic activities began to open up in the first few months of this year, more and more users gained friends, and users also began to use the APP's map tools and post content such as short videos and photos.</p><p><b>Buying opportunity?</b></p><p>Even with strong growth over the past year, some analysts believe Snap's stock price will continue to rise. Although its stock price has recently fallen from its all-time high, it has created a good buying opportunity.</p><p>In a recent report, Barclays raised its price target for Snap from $66 to $75. The agency stated that as socioeconomic activity recovers and user activity accelerates, Snap's \"revenue is still in its optimal growth period, with a considerable growth rate.\"</p><p>Morgan Stanley analysts believe that Wall Street underestimated Snap's core driving forces and monetization pathways for the future. The bank gave Snap a target price of $75.</p><p>According to data from Investing.com, most analysts have given Snap a buy rating, with a 12-month consensus target price approximately 28% higher than its current level. On Thursday (July 5), Snap closed at $60.50, down 3.15% on the day.</p><p>These reports are generally bullish on Snap, indicating that analysts believe Snap will be able to drive international market expansion through augmented reality tools.</p><p>Snap expects revenue to grow by 50% or more in the coming years as more advertisers use Snap's augmented reality tools. In terms of international operations, Snap has strengthened its local content production and marketing activities, as well as supported more languages.</p><p><b>epilogue</b></p><p>During the pandemic, Snap successfully turned around by launching new features and cultivating niche markets. Even after the pandemic ends, Snap is expected to continue this momentum and become a stock worth buying and holding.</p>","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>Snap has surged 300% since the pandemic; does it still have investment potential?</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSnap has surged 300% since the pandemic; does it still have investment potential?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time smaller\">2021-07-16 21:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Investing.com – Snap (NYSE:SNAP) has seen record daily active users over the past year, writing one of the brightest growth stories during the pandemic.</p><p>With this momentum, Snap has become the strongest-performing social media software stock this year, with its share price rising by more than 300% since March 2020, and Snap has successfully convinced investors that its advertising business will continue to grow.</p><p><img src=\"https://static.tigerbbs.com/e5983c6d236a618f4ff416f849cfc45a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Investors once thought Snap was doomed, but after the company redesigned Snapchat, user spending time increased, and the company successfully turned things around.</p><p>Snap has also cleverly translated traffic growth into advertising growth, increasing Snapchat's appeal to advertisers by investing in augmented reality, advertising tools, and supporting quality content creators.</p><p>In line with the above strategy, Snap launched the Spotlight short video feature last November and, to incentivize outstanding videos, spends $100 million a day to reward the creators of the most popular content. By the end of the first quarter, Spotlight's users had surged to 125 million.</p><p>During the period ended March 31, these initiatives drove the company's sales up 66% to $770 million and active users up 22% to 280 million. During the last earnings call, Snap CEO Evan Spiegel said that as socio-economic activities began to open up in the first few months of this year, more and more users gained friends, and users also began to use the APP's map tools and post content such as short videos and photos.</p><p><b>Buying opportunity?</b></p><p>Even with strong growth over the past year, some analysts believe Snap's stock price will continue to rise. Although its stock price has recently fallen from its all-time high, it has created a good buying opportunity.</p><p>In a recent report, Barclays raised its price target for Snap from $66 to $75. The agency stated that as socioeconomic activity recovers and user activity accelerates, Snap's \"revenue is still in its optimal growth period, with a considerable growth rate.\"</p><p>Morgan Stanley analysts believe that Wall Street underestimated Snap's core driving forces and monetization pathways for the future. The bank gave Snap a target price of $75.</p><p>According to data from Investing.com, most analysts have given Snap a buy rating, with a 12-month consensus target price approximately 28% higher than its current level. On Thursday (July 5), Snap closed at $60.50, down 3.15% on the day.</p><p>These reports are generally bullish on Snap, indicating that analysts believe Snap will be able to drive international market expansion through augmented reality tools.</p><p>Snap expects revenue to grow by 50% or more in the coming years as more advertisers use Snap's augmented reality tools. In terms of international operations, Snap has strengthened its local content production and marketing activities, as well as supported more languages.</p><p><b>epilogue</b></p><p>During the pandemic, Snap successfully turned around by launching new features and cultivating niche markets. Even after the pandemic ends, Snap is expected to continue this momentum and become a stock worth buying and holding.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ac891715e4e45c5b453cb085f7d8c5f","relate_stocks":{"SNAP":"Snap Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179612289","content_text":"英为财情Investing.com – 过去一年，Snap(NYSE:SNAP)日活用户创纪录新高，书写了大流行期间最闪亮的增长故事之一。\n凭借这个势头，Snap成为了今年表现最强劲的一只社交媒体软件股，自2020年3月以来，该公司股价上涨了超300%，Snap成功说服投资者相信其广告业务将持续增长。\n\n曾经，投资者一度认为Snap要完，但公司重新设计了Snapchat后，用户使用时长增加，公司成功翻盘。\nSnap还巧妙地将流量增长转化为了广告增长，通过投资增强现实、广告工具以及支持优质内容创作者，提高了Snapchat对广告商的吸引力。\n按照上述策略，Snap在去年11月推出了Spotlight短视频功能，且为激励优秀视频，每天斥资100百万美元，奖励最受欢迎的内容的创作者。截至第一季度末，Spotlight的用户激增至1.25亿。\n截至3月31日止期间，这些举措推动公司销售额增长66%至7.7亿美元，活跃用户增长22%至2.8亿。在上一次财报电话会议上，Snap首席执行官Evan Spiegel表示，随着今年前几个月社会经济活动开始开放，越来越多的用户好友数增长，用户还开始使用APP中的地图工具并发布短视频和照片等内容。\n买入机会？\n即使过去一年强劲增长，一些分析师认为Snap的股价还会上涨，近期其股价虽然从历史高点回落，但也创造了买入良机。\n巴克莱在最近发布的一份报告中将Snap的目标价从66美元上调至75美元，该机构称随着社会经济活动恢复，用户活跃度加速上升，Snap“的收入仍处于最佳增长期，增速相当可观”。\n摩根士丹利分析师认为，华尔街低估了Snap未来的核心动力和变现途径。该行给予了Snap 75美元的目标价。\n根据英为财情Investing.com数据，大多数分析师给予了Snap买入评级，12个月一致目标价比目前水平高约28%。周四(7月5日)，Snap收报60.50美元，日内下跌3.15%。\n这些报告普遍看好Snap，表明分析师相信Snap将能够通过增强现实工具推动国际市场扩张。\nSnap预计，随着越来越多的广告商使用Snap的增强现实工具，未来几年的收入可能增长50%或更高。在国际业务方面，Snap加强了本土内容生产和营销活动，以及支持了更多语言。\n结语\n在疫情期间，通过推出新功能，深耕细分市场，Snap成功翻身，即使疫情结束，Snap仍有望延续这一势头，成为值得买入和持有的股票。","news_type":1,"symbols_score_info":{"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144801150,"gmtCreate":1626273664470,"gmtModify":1703756913180,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144801150","repostId":"1172121275","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814342051,"gmtCreate":1630770584773,"gmtModify":1676530392992,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"themes":[],"title":"","htmlText":"<a 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