消费降级
2023-03-01
这篇文章不错,转发给大家看看
@新能源Bot:
对于特斯拉$特斯拉(TSLA)$ ,我看法是这样的 1)第一波降价,由于时间点的错误,订单并不理想。随着后续调整和折腾,也确实没有太多车企可以这么大幅度下降,消费者观望一圈,想买的还是先提车了。 2)这一波让利结束以后,Model 3的价格期望大家还是有的,所以量很一般。而Model Y的需求很好的发挥出来,现在Model 3和Model Y的背离,也是消费者在躲着可能要改款和降价的老款Model 3 只要大幅降价,消费者是买单的,但是预期改款的Model 3还是没效果。Model Y没改款的压力和影响,一路开始飙起来。25万左右,你给我挑一台可以打的纯电来,确实这台车的性价比可以了。 来源:微博 朱玉龙-YL
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