Marialina
2021-12-13

$Tesla Motors(TSLA)$ Tesla's niche (high income, high tech individuals living in wealthy counties) is a very narrow niche that will get very crowded with Mercedes, Lucid$Lucid Group Inc(LCID)$ , Lexus, BMX, Audi, Porsche, Volvo, and many others.
The average income of a Model 3 owner is $128K per year, while the median income of American workers is only about $36K. The EV market in the counties outside the 10% richest will be dominated by VW, KIA, GM$General Motors(GM)$ , Toyota, Honda, Subaru, the Chinese manufacturers, Nissan, and many others.

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精彩评论

  • Zailai
    2021-12-13
    Zailai
    忍不住反驳:等Cybertruck和Simi量产时,也是2.5万美金特斯拉登场的时候,到时候你可以再给出新的观点。
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