风彩超然
2021-06-14
可以吗
@齐民要术:
$蔚来(NIO)$未来两三年,日系车将全面溃败,日本由于氢能源车投资较大,所以在电动车转型上一直瞻前顾后。再加上自己国内市场较小,只能依靠中美,电动车智能化以后,品牌集中度将会加强,而智能化取决于互联网和人工智能的发展程度,这一点日本也远远不如中美,中美两国庞大的市场支撑几家品牌没有任何问题,但是日本就悬了。德系车由于欧盟市场也能存活下来。至于特斯拉会跌下神坛。实际上特斯拉的高估值并不是来自于电动汽车,而是来自于车的智能化。但是车的智能化对中国来讲,完全没有门槛。中国的产业链完全能够打造出比特斯拉更好的产品。特斯拉除了电源管理技术以外,并不存在很好的技术门槛。所以中国品牌一定会打败特斯拉。其中新势力会成为头部企业。
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