349f6622
04-04
倒车接人,给更多人上车的机会
@yifannafiy:
$特斯拉(TSLA)$ 分享一点思考 美国未来的排放政策是抑制燃油车,鼓励电车和混动车的,在这个前提下,几乎所有传统车厂商都减缓了电车的推进,这不是把纯电市场拱手让给特斯拉吗? 国内新能源车卷的你死我活,但除了比亚迪,大家都是在贴钱卷,特斯拉是赚着钱卷,而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的,谁有优势不明显吗? 特斯拉其他的业务发展,就不说了,哪个做成了,都能再造一个特斯拉,为什么在这种时候,这个价位,投行一边倒的唱衰特斯拉,前期反弹到299的时候怎么没人提呀,按他们的逻辑,299的时候更是高估的离谱呀,特斯拉的车型开发计划早就知道啊,很难不怀疑他们的用心。 当然,特斯拉先做truck后做2是重大误判,否则股价不会这么狼狈。
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宝宝鸭
04-23
宝宝鸭
[微笑]
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