Tony_P
04-05
$特斯拉(TSLA)$
方舟基金前来救驾是吧
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雁门关向东二万五千里
04-06
雁门关向东二万五千里
印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？
雁门关向东二万五千里
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Tony_P
:
平价车型一出来，销量立马翻数倍。现阶段不是油车死，就是电车亡，所以当下快速扩张抢份额是特斯拉的头等大事，老马眨一眨眼睛歇一歇，空头就会搞死他，空头的后台就是油车。
Tony_P
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雁门关向东二万五千里
:
那么问题来了，600万这个数字要多久才能实现
雁门关向东二万五千里
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Tony_P
:
特斯拉的现阶段是提高产量至600万，抢占油车的份额，等存量车足够多了，再推Fsd收服务费，赚钱水到渠成。
Tony_P
:
你以为是利润率支撑了特斯拉的股价么？汽车利润只是一个垫底的作用，但反过来，如果只会卷，那特斯拉还值这个钱么？
我就不说一个超级工厂放到非洲这种一听就是胡扯淡的话了
Tony_P
04-05
Tony_P
马斯克的推特现在比特朗普的推特真实性强点有限。而且这回路透是从三个不同信源得到的消息
咱们有一说一，即使有model 2, 上卷不过比小米，下卷不过比亚迪。 在欧美市场，谁会差那几千块就买不起车了呢。
战略上这是个正确的选择。
求美股稳定一点
:
有链接吗 我想去看看 t
Tony_P
回复
我想我是爱琴海
:
所谓的制造方法目前没有任何官方资料或者数据支撑
至于美欧市场 讲真我不觉得需要更便宜的电动车，因为3足够便宜了，谁也不差那几千块
我想我是爱琴海
:
扯淡呢，2的制造方法能让成本降低一半，全球车型，小米比亚迪能卖到美国，欧洲多少？
我想我是爱琴海
04-05
我想我是爱琴海
老马辟谣了
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精彩评论
咱们有一说一，即使有model 2, 上卷不过比小米，下卷不过比亚迪。 在欧美市场，谁会差那几千块就买不起车了呢。
战略上这是个正确的选择。