$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板，也是做了几家很有名的企业，虽然不如马斯克强悍，但是雷总有本土化优势，在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线，小米生态更加完善，生态化反的结果就是在合适的价格上短时间内产生50000个大定，我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美，电池续航实测500km也是足够用，这是后来者的优势，可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度，如果都顺利的话，对特斯拉真是一个巨大的压力。相信以雷总的能力和人品，这些都不会有太大的变数，剩下的就交给时间检验了。唯一可以安慰特斯拉的是，model3不是主力车型，Model Y才是。

特斯拉本周累涨14%，股价何时破$180？

特斯拉（TSLA）收跌1.11%，本周累涨14.44%。【你认为低价车能够挽救特斯拉股价吗？2024年至今跌逾40%的特斯拉，现在会是股价的拐点吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

亿千
04-01
亿千
你看马斯克在乎吗？人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节，小米的优势叫整合产能，但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理，但是p用都没
- 老当益壮铁树开花:
  其实不是因为亚马逊是科技公司，而是因为亚马逊是美国公司。阿里是中国公司而已。所以都是华尔街的解读，华尔街说啥就是啥。你的理解也没错。
- 亿千回复老当益壮铁树开花:
  唯心主义原来指只相信自己啊. 看来大学在美国修的几门哲学课都是失真. 亚马逊不是科技公司，那pe定价是啥？你看美股把阿里定义为科技公司不，现在. 不想与自我证明的妄人评论. 祝你发财，希望我错误
- 老当益壮铁树开花:
  哈哈，唯心主义只相信自己愿意相信的，亚马逊怎么就是科技公司？难道阿里就是电商公司碰巧在做云？
- 亿千回复老当益壮铁树开花:
  一整段话，你就看一句话. 不想多说. 淘宝永远只是电商，而亚马逊是科技公司只是碰巧在做电商.
- 老当益壮铁树开花:
  不可能不在乎的，毕竟资本市场压力山大，特斯拉再牛，业绩下降，股价也会死给他看
工号0001
04-01
工号0001
还有一个特斯拉fsd不会允许进入中国的，那么多车，如果半夜都起来自动一起搞点事，那也是很吓人的。
- 老当益壮铁树开花:
  主要还是法律上面的问题，自动驾驶方面国内公司比特斯拉厉害
控盘坐庄最在行
03-29
控盘坐庄最在行
👍 你说得太棒了,小米和特斯拉的竞争会让电动车市场更加精彩!
- 老当益壮铁树开花:
  谢谢您
最稳美股赢家
04-01
最稳美股赢家
先想办法能把margin profit转正再说吧
- 老当益壮铁树开花:
  呵呵
工号0001
04-01
工号0001
小米可以交付一万多台还不叫量产？特斯拉会为他傲慢付出代价，不说小米，国产其他都起来了。吊打特斯拉的不止小米
- 最稳美股赢家:
  笑死，卖一辆亏一辆，卖越多亏越多，margin cost远高于margin revenue，而且成本可预期的根本没有下降空间，小米这么卖三年内就得倒闭
点金圣手11
03-29
点金圣手11
相信时间会证明一切,让我们拭目以待小米的表现!

发表看法

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