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Ckboon

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- CkboonCkboon
  ·2022-03-31
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- CkboonCkboon
  ·2022-02-23
  Good
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- CkboonCkboon
  ·2022-02-23
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- CkboonCkboon
  ·2022-01-19
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- CkboonCkboon
  ·2022-01-19
  Wow
  Apple cars, why did they fuck Tesla?
  苹果的天花板究竟在哪里？苹果汽车（Apple Car）无疑是最大变量。
  Apple cars, why did they fuck Tesla?
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- CkboonCkboon
  ·2022-01-16
  👌
  Banks' Future Battle: $12 Billion Smashes Tech, JPMorgan Shocks Industry
  巨额科技投入部分反映摩根大通在与支付处理商Stripe、分期付款银行Affirm等金融科技公司竞争时面临的压力。随着交易收入增长放缓，公司投行营收增长正陷入瓶颈。为应对来自金融科技公司的激烈竞争，华尔
  Banks' Future Battle: $12 Billion Smashes Tech, JPMorgan Shocks Industry
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17:04","market":"us","language":"zh","title":"Apple cars, why did they fuck Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1163001777","media":"IT时报","summary":"苹果的天花板究竟在哪里？苹果汽车（Apple Car）无疑是最大变量。","content":"<p><html><head></head><body>Author/IT Times reporter Wang Xin</p><p>At the beginning of the new year 2022,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Becoming the world's first company with a market capitalization of 3 trillion USD, and its market capitalization ranks among the top five economies in the world, the \"Apple Empire\" is well deserved.</p><p>Under the loneliness of defeat, people can't help but ask, where is Apple's ceiling? The Apple Car is certainly the biggest variable. Tim Cook wants to propel the 3 trillion empire forward, and the \"thrust\" provided by Apple's cars is indispensable.</p><p>Recently, rumors about Apple building cars are close to one another. According to the latest news, Apple has put forward parts production requirements to several supply chain manufacturers in East Asia. Apple Car, Apple's first electric Car originally planned to be launched in 2025, is expected to be released ahead of schedule to September this year.</p><p><b>That said, maybe just wait another 9 months before we can place an order for a genuine Apple Car!</b></p><p>Excitement is excitement, but will this exam paper that Apple hurriedly handed over satisfy people? Can Apple Car create magic in core technology research and development, supply chain control and product innovation?</p><p>Unfortunately, Apple has not accumulated reliably and deeply in the core technologies of new electric vehicles such as autonomous driving and batteries. If it doesn't focus on sharpening its sword, it will be difficult for the original Apple Car to become a truly innovative product. Even if the sales volume is Changhong, it is only consuming Apple's top brand loyalty.</p><p><img src=\"https://static.tigerbbs.com/90993370fe0dfd0c245916ea3eebebd5\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>Source: Oriental IC</p><p>This particular product category of cars has always been one of the most painful scars in Apple's history. Back in 2013, Apple announced its entry into the automotive sector. In 2014, the familiar CarPlay was launched and adapted to a large number of cars, seamlessly connecting with iPhones in users' hands. The most ill-fated thing is that Apple's secretly launched electric vehicle development program, which was once named \"Project Titan\", suffered from painful experiences such as the breakdown of the core team and the stranded Project, missed the perfect opportunity to enter the electric vehicle market, and let<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>\"Developed\" into the tech company that many people think is the most capable of challenging Apple.</p><p>A miss is a miss, and if Apple rushes to release its new cars this year, it may be a regrettable decision.<b>As the leader of global technology companies, just as everyone believes in the \"outlet theory\" and releases new products quickly or even frantically, Apple should play the calmest role.</b></p><p>Make a move, that is, the big move.</p><p>The success of Apple's core product, the iPhone, is not to grasp which outlet, but to redefine it<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile and user experience; When the new iPhone arrives as scheduled to global consumers every autumn, Apple relies on the insurmountable capacity barriers built in chips, ecology and other fields; The reason why Apple has become a \"rich enemy\" company depends on its powerful to paranoid supply chain control and the ultra-high added value brought by self-developed core technologies.</p><p>If any of the above conditions are missing, Apple Car will likely become a boring new product in an Apple shell, and explicit innovations such as exterior design will become a slightly boring gimmick to attract consumers to buy. This seems to go back to the old path of Apple's former \"No. 2\" Angela Ahrendts, the fashion \"devil\" from Burberry who is not Apple's \"right girl\".</p><p>Apple is definitely a tech company. There is no doubt that the Apple Car will be a very beautiful new Car, the question is whether it can have Apple's, proud genes, or in layman's terms – absolute differentiation competitiveness and technical barriers.</p><p><img src=\"https://static.tigerbbs.com/6e2d9ffca395e17c0a4db15d5fe57257\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/>Source: Oriental IC</p><p>There is nothing new under the sun. For example, in the current global mobile phone industry, if any mobile phone manufacturer wants to find an optical lens manufacturer to cooperate with to improve its imaging strength, it is likely to fail. Because the optical lens supply chain can no longer provide more choices, Leica and Huawei, Cai and vivo, Hasselblad and OnePlus have all reached strategic agreements, and there is no room for new entrants.</p><p>Apple is also facing a similar dilemma in the automobile market. The core technology and spare parts supply chain market have long been divided up by Tesla and China's new car-making forces. It is difficult for Apple to find equal partners, such as batteries, and it is difficult for Apple to find good and special suppliers. Apple also lacks enough accumulation in core technologies such as autonomous driving in key areas. Putting aside all technical details, the massive driving data owned by electric car manufacturers is what Apple lacks, and these data themselves are insurmountable thresholds.</p><p>Cook revealed in an interview with the media that Apple is very concerned about autonomous driving. Apple's CEO rarely shared the main direction of Apple's future efforts, and cars became Apple's \"conspiracy\".</p><p>Looking back at the executives of Apple's Car team, John Giannandrea, the head of the development of Apple Car, came from Apple's artificial intelligence department, and Kevin Lynch of the Apple Watch team also became one of the executives of the Car team. After the original team broke up, such management would be somewhat worrying.</p><p>Slow work is Apple's usual style of doing things. Now, it is somewhat surprising to launch new cars in a hurry.</p><p>If we use this to analyze Apple's motivations, we can deduce two modes of thinking.</p><p>One is, taking advantage of the current hot electric vehicle market, it can no longer leave a time window for Tesla to continue to develop and grow. At this time, Apple Car takes advantage of the situation and gains a large number of users with its unparalleled brand influence; On the other hand, at present, the electric vehicle market is facing key technical bottlenecks such as batteries, and the autonomous driving scene is still in a mature stage. This just gives Apple the opportunity to \"retreat and build a network\", so that Apple can make solid innovations in key technologies, realize self-research and controllability, and show enough control over automobile products and markets with the help of a strong ecosystem.</p><p>Mobile phones are the world's first technology consumer goods; Automobile is the world's first industrial consumer goods. Apple is quietly starting a new era. Some institutions predict that the release of new electric vehicles will bring trillions of dollars in valuation contribution to Apple.</p><p>In the latest news, Apple's 5G chip has finally landed. Without hesitation to work with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>\"Big fight\", fighting a century lawsuit and losing, after several bumps, Apple's self-developed 5G modem chip has begun to<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Trial production, it is expected that scalers will use it in iPhone, iPad and other products in 2023. In terms of core components and technologies, Apple has always had the tradition of \"do it yourself, have enough food and clothing\", and is not used to giving its \"half life\" to partners like Tencent.</p><p><img src=\"https://static.tigerbbs.com/1b8662ba443fd2ecce07f208f370d2c0\" tg-width=\"550\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Among the car body weighing more than 1 ton, Apple is still most likely to create value in chips. Apple, which keeps the lead in chip technology in the field of intelligent terminals, has the ability to launch automotive chip processors composed of neural network processors with powerful AI capabilities. \"Enter the car with the core\" will be the most reasonable, feasible and efficient technical path for Apple, and all of us will wait and see for this.</p><p>In 2007, the first iPhone went on the market, more than a decade after the world's first smartphone came out; Now that the first generation of Apple cars is on the market, why not a few years later!</p><p></body></html></p>","source":"lsy1568283298901","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>Apple cars, why did they fuck Tesla?</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\">\nApple cars, why did they fuck Tesla?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">IT时报</strong><span class=\"h-time small\">2022-01-19 17:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author/IT Times reporter Wang Xin</p><p>At the beginning of the new year 2022,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Becoming the world's first company with a market capitalization of 3 trillion USD, and its market capitalization ranks among the top five economies in the world, the \"Apple Empire\" is well deserved.</p><p>Under the loneliness of defeat, people can't help but ask, where is Apple's ceiling? The Apple Car is certainly the biggest variable. Tim Cook wants to propel the 3 trillion empire forward, and the \"thrust\" provided by Apple's cars is indispensable.</p><p>Recently, rumors about Apple building cars are close to one another. According to the latest news, Apple has put forward parts production requirements to several supply chain manufacturers in East Asia. Apple Car, Apple's first electric Car originally planned to be launched in 2025, is expected to be released ahead of schedule to September this year.</p><p><b>That said, maybe just wait another 9 months before we can place an order for a genuine Apple Car!</b></p><p>Excitement is excitement, but will this exam paper that Apple hurriedly handed over satisfy people? Can Apple Car create magic in core technology research and development, supply chain control and product innovation?</p><p>Unfortunately, Apple has not accumulated reliably and deeply in the core technologies of new electric vehicles such as autonomous driving and batteries. If it doesn't focus on sharpening its sword, it will be difficult for the original Apple Car to become a truly innovative product. Even if the sales volume is Changhong, it is only consuming Apple's top brand loyalty.</p><p><img src=\"https://static.tigerbbs.com/90993370fe0dfd0c245916ea3eebebd5\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>Source: Oriental IC</p><p>This particular product category of cars has always been one of the most painful scars in Apple's history. Back in 2013, Apple announced its entry into the automotive sector. In 2014, the familiar CarPlay was launched and adapted to a large number of cars, seamlessly connecting with iPhones in users' hands. The most ill-fated thing is that Apple's secretly launched electric vehicle development program, which was once named \"Project Titan\", suffered from painful experiences such as the breakdown of the core team and the stranded Project, missed the perfect opportunity to enter the electric vehicle market, and let<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>\"Developed\" into the tech company that many people think is the most capable of challenging Apple.</p><p>A miss is a miss, and if Apple rushes to release its new cars this year, it may be a regrettable decision.<b>As the leader of global technology companies, just as everyone believes in the \"outlet theory\" and releases new products quickly or even frantically, Apple should play the calmest role.</b></p><p>Make a move, that is, the big move.</p><p>The success of Apple's core product, the iPhone, is not to grasp which outlet, but to redefine it<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile and user experience; When the new iPhone arrives as scheduled to global consumers every autumn, Apple relies on the insurmountable capacity barriers built in chips, ecology and other fields; The reason why Apple has become a \"rich enemy\" company depends on its powerful to paranoid supply chain control and the ultra-high added value brought by self-developed core technologies.</p><p>If any of the above conditions are missing, Apple Car will likely become a boring new product in an Apple shell, and explicit innovations such as exterior design will become a slightly boring gimmick to attract consumers to buy. This seems to go back to the old path of Apple's former \"No. 2\" Angela Ahrendts, the fashion \"devil\" from Burberry who is not Apple's \"right girl\".</p><p>Apple is definitely a tech company. There is no doubt that the Apple Car will be a very beautiful new Car, the question is whether it can have Apple's, proud genes, or in layman's terms – absolute differentiation competitiveness and technical barriers.</p><p><img src=\"https://static.tigerbbs.com/6e2d9ffca395e17c0a4db15d5fe57257\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/>Source: Oriental IC</p><p>There is nothing new under the sun. For example, in the current global mobile phone industry, if any mobile phone manufacturer wants to find an optical lens manufacturer to cooperate with to improve its imaging strength, it is likely to fail. Because the optical lens supply chain can no longer provide more choices, Leica and Huawei, Cai and vivo, Hasselblad and OnePlus have all reached strategic agreements, and there is no room for new entrants.</p><p>Apple is also facing a similar dilemma in the automobile market. The core technology and spare parts supply chain market have long been divided up by Tesla and China's new car-making forces. It is difficult for Apple to find equal partners, such as batteries, and it is difficult for Apple to find good and special suppliers. Apple also lacks enough accumulation in core technologies such as autonomous driving in key areas. Putting aside all technical details, the massive driving data owned by electric car manufacturers is what Apple lacks, and these data themselves are insurmountable thresholds.</p><p>Cook revealed in an interview with the media that Apple is very concerned about autonomous driving. Apple's CEO rarely shared the main direction of Apple's future efforts, and cars became Apple's \"conspiracy\".</p><p>Looking back at the executives of Apple's Car team, John Giannandrea, the head of the development of Apple Car, came from Apple's artificial intelligence department, and Kevin Lynch of the Apple Watch team also became one of the executives of the Car team. After the original team broke up, such management would be somewhat worrying.</p><p>Slow work is Apple's usual style of doing things. Now, it is somewhat surprising to launch new cars in a hurry.</p><p>If we use this to analyze Apple's motivations, we can deduce two modes of thinking.</p><p>One is, taking advantage of the current hot electric vehicle market, it can no longer leave a time window for Tesla to continue to develop and grow. At this time, Apple Car takes advantage of the situation and gains a large number of users with its unparalleled brand influence; On the other hand, at present, the electric vehicle market is facing key technical bottlenecks such as batteries, and the autonomous driving scene is still in a mature stage. This just gives Apple the opportunity to \"retreat and build a network\", so that Apple can make solid innovations in key technologies, realize self-research and controllability, and show enough control over automobile products and markets with the help of a strong ecosystem.</p><p>Mobile phones are the world's first technology consumer goods; Automobile is the world's first industrial consumer goods. Apple is quietly starting a new era. Some institutions predict that the release of new electric vehicles will bring trillions of dollars in valuation contribution to Apple.</p><p>In the latest news, Apple's 5G chip has finally landed. Without hesitation to work with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>\"Big fight\", fighting a century lawsuit and losing, after several bumps, Apple's self-developed 5G modem chip has begun to<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Trial production, it is expected that scalers will use it in iPhone, iPad and other products in 2023. In terms of core components and technologies, Apple has always had the tradition of \"do it yourself, have enough food and clothing\", and is not used to giving its \"half life\" to partners like Tencent.</p><p><img src=\"https://static.tigerbbs.com/1b8662ba443fd2ecce07f208f370d2c0\" tg-width=\"550\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Among the car body weighing more than 1 ton, Apple is still most likely to create value in chips. Apple, which keeps the lead in chip technology in the field of intelligent terminals, has the ability to launch automotive chip processors composed of neural network processors with powerful AI capabilities. \"Enter the car with the core\" will be the most reasonable, feasible and efficient technical path for Apple, and all of us will wait and see for this.</p><p>In 2007, the first iPhone went on the market, more than a decade after the world's first smartphone came out; Now that the first generation of Apple cars is on the market, why not a few years later!</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/xBLhOP6xmscBtYBvcH-H1A\">IT时报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b632fa47771c3712cebe03a975b624a","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/xBLhOP6xmscBtYBvcH-H1A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163001777","content_text":"作者／IT时报记者 王昕2022 年新年伊始，苹果成为全球首个市值达到3万亿美元的公司，其市值规模排名世界前五大经济体，“苹果帝国”当之无愧。孤独求败之下，人们不禁要问，苹果的天花板究竟在哪里？苹果汽车（Apple Car）无疑是最大变量。蒂姆·库克想要推动3万亿帝国继续前进，苹果汽车提供的“推力”不可或缺。近来，关于苹果造车的传闻一条紧似一条。最新消息显示，苹果已向东亚地区多个供应链厂商提出零部件生产要求，原计划2025年上市的苹果首款电动汽车Apple Car有望提前至今年9月问世。也就是说，也许只要再等9个月时间，我们就能下单订购一辆货真价实的Apple Car了！兴奋归兴奋，但这张苹果匆匆忙忙交出的考卷会让人满意吗？Apple Car在核心技术研发、供应链掌控、产品创新上能创造神奇吗？遗憾的是，在自动驾驶、电池等新电动汽车核心技术上，苹果公司目前并没有可靠和深厚的积累，如果不潜心磨剑，初代Apple Car将很难成为一款真正的创新产品，即便销量长虹，也仅仅是在消费苹果公司顶级的品牌忠诚度。图源：东方IC汽车这个特殊的产品品类一直是苹果公司发展历程中最痛的伤疤之一。早在2013年，苹果便宣布进军汽车领域。2014年，大家熟悉的CarPlay面世，并适配进入海量汽车，与用户手中的iPhone无缝连接。最为命运多舛的是，苹果曾经秘密启动的电动汽车开发计划，该计划曾被命名为“泰坦（Project Titan）”，遭受核心团队分崩离析、项目搁浅等惨痛经历，错失入局电动车市场完美时机，并让特斯拉“发育”成许多人心目中最有能力挑战苹果的科技公司。错过了就是错过了，如果苹果公司在今年赶鸭子上架发布其汽车新品，那么这或许会是一个令人遗憾的决定。作为全球科技企业翘楚，正当所有人笃信“风口理论”，快速甚至疯狂地迭代发布新品时，苹果应该扮演最冷静的角色。出招，即大招。苹果公司最核心的产品iPhone的成功，并不在于把握住哪个风口，而是重新定义智能手机和用户体验；当每年秋季新iPhone面对全球消费者如约而至的时候，苹果靠的是芯片、生态等领域堆建起的无法逾越的能力壁垒；苹果之所以成为一个“富可敌国”的公司，靠的是强大到偏执的供应链掌控力，以及自研核心技术带来的超高附加值。如果缺了上述任何一个条件，Apple Car将很可能成为一辆披着苹果外壳的令人乏味的新品，外观设计等显性化创新将成为吸引消费者购买的、略显无聊的噱头。这似乎走回了苹果已离职前“二号人物”安格拉·阿伦茨的老路，这位来自Burberry的时尚“女魔头”并不是苹果的“真命天女”。苹果绝对是一家科技公司。毫无疑问，Apple Car将是一款非常漂亮的新车，问题是它能不能拥有苹果的、令人骄傲的基因，或者用通俗点的话来说——绝对的差异化竞争力和技术壁垒。图源：东方IC太阳底下没有新鲜事，例如在当前的全球手机行业，如果有哪个手机厂商想寻找一家光学镜头厂商合作来提升影像实力，那么它很可能将无功而返。因为光学镜头供应链已经提供不了更多选择，徕卡与华为、蔡氏与vivo、哈苏与一加均已达成战略协议，新入局者根本没有空间。苹果在汽车市场也面临类似的窘境，核心技术和零配件供应链市场早已被特斯拉和中国造车新势力瓜分殆尽，苹果很难找到对等的合作伙伴，如电池方面，苹果就很难挖掘到足够优秀和特别的供应商。在关键领域自动驾驶等核心技术上，苹果也缺乏足够积累，抛开所有技术细节不谈，电动汽车厂商拥有的海量驾驶数据就是苹果所缺乏的，这些数据本身也是难以逾越的门槛。库克在接受媒体采访时曾透露过，苹果非常关注自动驾驶。苹果CEO极为罕见地分享了苹果公司未来发力的主要方向，汽车成为苹果公司的“阳谋”。回过头来看看苹果汽车团队的高管们，监督Apple Car开发的负责人John Giannandrea来自苹果人工智能部门，而Apple Watch团队的Kevin Lynch也成为汽车团队的高管之一，在原有团队散伙之后，这样的管理层多少会有些让人担心。慢工出细活是苹果一贯的处事风格，如今心急火燎地推出汽车新品，多少有些让人大跌眼镜。如果以此来分析苹果公司的动机，可以推测出两种思维模式。一种是，趁着目前电动车市场火热，不能再给特斯拉留下继续发展壮大的时间窗口，此时苹果汽车趁势而上，凭借无与伦比的品牌影响力，收获一大批用户；另一种则是，目前电动车市场面临电池等关键技术瓶颈，自动驾驶场景也仍处在成熟期，这正好给了苹果汽车“退而结网”的时机，让苹果能够在关键技术上扎实创新，实现自研可控，并借助强大的生态系统，对汽车产品和市场展现足够的掌控力。手机，是全球第一科技消费品；汽车，是全球第一工业消费品。苹果正在悄然开启一个新的时代，有机构预测，电动汽车新品的发布将能为苹果公司带来万亿美元的估值贡献。最新消息，苹果心心念念的5G芯片终于有着落了。在不惜与高通“大打出手”，打起世纪官司并落败，几经坎坷苹果自研的5G调制解调器芯片已经开始在台积电试产，预计2023年规模商用于iPhone、iPad等产品中。在核心元器件和技术上，苹果一直都有“自己动手，丰衣足食”的传统，不习惯像腾讯那样将自己的“半条命”交给合作伙伴。在1吨多重的汽车机身中，苹果最有可能创造价值的仍是芯片，在智能终端领域保持芯片技术领先的苹果，有能力推出由神经网络处理器组成、拥有强大AI能力的汽车芯片处理器。“以芯入车”将是苹果最合理、最可行、也最高效的技术路径，对此，我们所有人都将拭目以待。2007年，第一代iPhone上市，比全球第一款智能手机问世晚了十多年；如今，第一代苹果汽车上市，晚几年又何妨！","news_type":1,"symbols_score_info":{"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005592096,"gmtCreate":1642340017430,"gmtModify":1676533702262,"author":{"id":"3565396824889592","authorId":"3565396824889592","name":"Ckboon","avatar":"https://static.tigerbbs.com/54bb39e290a61fea14f7f469fee6de45","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565396824889592","authorIdStr":"3565396824889592"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005592096","repostId":"1136490165","repostType":4,"repost":{"id":"1136490165","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1642299849,"share":"https://ttm.financial/m/news/1136490165?lang=en_US&edition=fundamental","pubTime":"2022-01-16 10:24","market":"us","language":"zh","title":"Banks' Future Battle: $12 Billion Smashes Tech, JPMorgan Shocks Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1136490165","media":"华尔街见闻","summary":"巨额科技投入部分反映摩根大通在与支付处理商Stripe、分期付款银行Affirm等金融科技公司竞争时面临的压力。随着交易收入增长放缓，公司投行营收增长正陷入瓶颈。为应对来自金融科技公司的激烈竞争，华尔","content":"<p><html><head></head><body>The huge investment in technology partially reflects<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Pressure as it competes with fintechs like payment processor Stripe, installment bank Affirm, and others. Corporate investment banking revenue growth is falling into a bottleneck as trading revenue growth slows. In response to fierce competition from fintech companies, JPMorgan Chase, Wall Street's largest bank, plans to significantly increase its investment in technology.</p><p>In its latest earnings report, JPMorgan expects the company's spending to rise 8% to $77 billion this year. Growth came primarily from technology and investment spending: the company plans to boost technology spending to $12 billion, and support for expansion investment has also been revised up by 30% to $15 billion. More spending details have not been disclosed by the company.</p><p>JPMorgan Chase said that the company is allocating funds for data centers and cloud computing and new market expansion such as the UK; Investing in tech will ultimately reduce operating costs, but achieving those savings can take years.</p><p>According to the analysis, the huge technology investment partially reflects the pressure JPMorgan Chase faces when competing with fintech companies such as payment processor Stripe and installment bank Affirm. Corporate investment banking revenue growth is falling into a bottleneck as trading revenue growth slows.</p><p>During the earnings call, JPMorgan Chief Financial Officer Jeremy Barnum acknowledged that banks are at a \"moment of acceleration\" in investment spending, \"in part because of the competition in the market,\"\"especially from new entrants.\"</p><p>The market reacted negatively, and JPMorgan shares fell more than 6% after the earnings release. Investors are also frustrated by the absence of details about concerns that the huge spending could prevent the company from meeting its financial target of 17% ROTCE in 2022 and even 2023.</p><p><img src=\"https://static.tigerbbs.com/1f93897ad6af2c1b4f524c89dde5d617\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></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>Banks' Future Battle: $12 Billion Smashes Tech, JPMorgan Shocks Industry</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\">\nBanks' Future Battle: $12 Billion Smashes Tech, JPMorgan Shocks Industry\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-01-16 10:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The huge investment in technology partially reflects<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Pressure as it competes with fintechs like payment processor Stripe, installment bank Affirm, and others. Corporate investment banking revenue growth is falling into a bottleneck as trading revenue growth slows. In response to fierce competition from fintech companies, JPMorgan Chase, Wall Street's largest bank, plans to significantly increase its investment in technology.</p><p>In its latest earnings report, JPMorgan expects the company's spending to rise 8% to $77 billion this year. Growth came primarily from technology and investment spending: the company plans to boost technology spending to $12 billion, and support for expansion investment has also been revised up by 30% to $15 billion. More spending details have not been disclosed by the company.</p><p>JPMorgan Chase said that the company is allocating funds for data centers and cloud computing and new market expansion such as the UK; Investing in tech will ultimately reduce operating costs, but achieving those savings can take years.</p><p>According to the analysis, the huge technology investment partially reflects the pressure JPMorgan Chase faces when competing with fintech companies such as payment processor Stripe and installment bank Affirm. Corporate investment banking revenue growth is falling into a bottleneck as trading revenue growth slows.</p><p>During the earnings call, JPMorgan Chief Financial Officer Jeremy Barnum acknowledged that banks are at a \"moment of acceleration\" in investment spending, \"in part because of the competition in the market,\"\"especially from new entrants.\"</p><p>The market reacted negatively, and JPMorgan shares fell more than 6% after the earnings release. Investors are also frustrated by the absence of details about concerns that the huge spending could prevent the company from meeting its financial target of 17% ROTCE in 2022 and even 2023.</p><p><img src=\"https://static.tigerbbs.com/1f93897ad6af2c1b4f524c89dde5d617\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9ef6725b8e722763b36af9aa02391f9e","relate_stocks":{"161121":"银行","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","JPM":"摩根大通","BK4207":"综合性银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136490165","content_text":"巨额科技投入部分反映摩根大通在与支付处理商Stripe、分期付款银行Affirm等金融科技公司竞争时面临的压力。随着交易收入增长放缓，公司投行营收增长正陷入瓶颈。为应对来自金融科技公司的激烈竞争，华尔街最大银行摩根大通计划大幅提高公司科技方面的投入。在最新的财报中，摩根大通预计公司今年支出将增长8%至770亿美元。增长主要来自科技和投资方面的支出：公司计划将技术支出提高至120亿美元，扩张投资方面的支持也被上调30%至150亿美元。更多支出细节公司暂未透露。摩根大通表示，公司正为数据中心和云计算及英国等新市场扩张分配资金；对科技的投入最终将降低运营成本，但实现这些节省可能需要数年时间。分析认为，巨额科技投入部分反映摩根大通在与支付处理商Stripe、分期付款银行Affirm等金融科技公司竞争时面临的压力。随着交易收入增长放缓，公司投行营收增长正陷入瓶颈。在财报电话会上，摩根大通首席财务官Jeremy Barnum承认，银行正处于投资支出“加速发展的时刻”，“部分原因是市场竞争激烈”，“尤其是来自新进入者的竞争”。市场对此反应消极，财报发布后，摩根大通股价下跌超6%。投资者担心巨额的支出可能使公司无法在2022年乃至2023年实现ROTCE达到17%的财务目标，相关细节的缺失也使投资者感到沮丧。","news_type":1,"symbols_score_info":{"161121":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":3638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}