ARK女神:特斯拉沒被蘋果收購是好事! - 股票
By Zanna
at 2020-12-23T18:21
at 2020-12-23T18:21
Table of Contents
來源:
https://tinyurl.com/ybcxg6oj
內容:
今日「蘋果當年本可以收購特斯拉」一事不斷髮酵。在《巴倫:蘋果不應該造車!大摩:
蘋果造車有戲》一文中提到,巴倫認為世界需要更好的技術,但不需要另一家汽車製造商
而華爾街卻對蘋果造車抱有很大期望。大摩認為蘋果可能有興趣通過硬件、軟件和服務的
垂直整合來改善駕駛體驗。
剛剛年度網紅基金ARK老闆Cathie Wood發推為特斯拉站台!
https://i.imgur.com/0PjD9qC.jpg
對於庫克在特斯拉危難之時,沒有伸出援手一事,Cathie Wood卻認為,蘋果沒有收購特斯
拉,對特斯拉股東來説是一大幸事,並認為電動汽車是移動設備的終極形式。
同時,Cathie Wood認為特斯拉吸取了蘋果的教訓,甩開了英偉達去自研芯片。英偉達技術
雖然很好,但客户大部分都是通用、寶馬等4-5年研發周期的傳統汽車,難以緊跟時代潮流
。同樣,蘋果正是甩開了客户都是傳統手機廠商的高通,去自研芯片。
Cathie Wood堅信特斯拉在汽車行業能夠複製蘋果在手機行業的成功,顛覆傳統汽車行業。
心得:
個人看好特斯拉在電車會完全統治,但是蘋果的M系列晶片會統治個人電腦
--
https://tinyurl.com/ybcxg6oj
內容:
今日「蘋果當年本可以收購特斯拉」一事不斷髮酵。在《巴倫:蘋果不應該造車!大摩:
蘋果造車有戲》一文中提到,巴倫認為世界需要更好的技術,但不需要另一家汽車製造商
而華爾街卻對蘋果造車抱有很大期望。大摩認為蘋果可能有興趣通過硬件、軟件和服務的
垂直整合來改善駕駛體驗。
剛剛年度網紅基金ARK老闆Cathie Wood發推為特斯拉站台!
https://i.imgur.com/0PjD9qC.jpg
對於庫克在特斯拉危難之時,沒有伸出援手一事,Cathie Wood卻認為,蘋果沒有收購特斯
拉,對特斯拉股東來説是一大幸事,並認為電動汽車是移動設備的終極形式。
同時,Cathie Wood認為特斯拉吸取了蘋果的教訓,甩開了英偉達去自研芯片。英偉達技術
雖然很好,但客户大部分都是通用、寶馬等4-5年研發周期的傳統汽車,難以緊跟時代潮流
。同樣,蘋果正是甩開了客户都是傳統手機廠商的高通,去自研芯片。
Cathie Wood堅信特斯拉在汽車行業能夠複製蘋果在手機行業的成功,顛覆傳統汽車行業。
心得:
個人看好特斯拉在電車會完全統治,但是蘋果的M系列晶片會統治個人電腦
--
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