$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

$特斯拉(TSLA)$华为发布自动驾驶之后，我对特斯拉信仰有些迟疑了。反复问自己，特斯拉靠什么优势支撑后续这么高市值。

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Johnsonk
2021-04-20
Johnsonk
华为的自动驾驶说穿了，就是在指定路线，设计指定程序优化，依靠高精地图，换一条路就很危险
- 锁定:
  华为的方案，在外部行人，骑手不规范行驶情况下能够有效避让，还是看得出水平不亚于特斯拉
- 爱我丿你pua了吗丿:
  现阶段都差不多 model 也是很多东西无法识别最主要的musk不大重视大中华区本土化适配有些慢他天天光忙着 to the moon /coin
爱我丿你pua了吗丿
2021-04-20
爱我丿你pua了吗丿
一个华为倒无所谓问题是世界上会有第二个第三个“华为” ;自动驾驶我认为无法实现一家独大特斯拉估值里预期卖驾驶软件的这部分要砍掉一半在华销量高增长预期也要砍掉一半预期如果欧洲车企后续跟进速度加快特斯拉的整体估值都要下移
特斯拉的最大对手不是苹果也不是谷歌
就是实实在在的传统车企虽然这么说但神车不会消亡等着看咯中国特斯拉早晚要跪着赚钱现在公关和售后都没把消费者放眼里

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