honinbou
2022-10-18
$特斯拉(TSLA)$
谦虚了，上一个手机圈放话是要收购苹果的。你只是把tesla淘汰，显得信心不太够，有点低调谦虚。
[贱笑]
李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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scauzhangzhi
2022-10-19
scauzhangzhi
大哥，今晚特斯拉财报，你还继续持有吗
scauzhangzhi
回复
honinbou
:
大哥，又跌了，何时是个头？
honinbou
:
持有啊，又不是一天两天了
Johnsonk
2022-10-18
Johnsonk
就像市场淘汰蔚来那样
honinbou
:
哈哈哈
H e y is
2022-10-18
H e y is
牛皮吹大了[龇牙]
大神Q
2022-10-18
大神Q
我要是有钱就把蔚来私有化了
什么也没有了～
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If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1724,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":104,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7702552,"commentId":"7702552","gmtCreate":1666169804591,"gmtModify":1666169809973,"authorId":3473424884968461,"author":{"id":3473424884968461,"idStr":"3473424884968461","authorId":3473424884968461,"name":"scauzhangzhi","avatar":"https://static.tigerbbs.com/fadff8d66c5add51ea5836e56017b6c4","vip":2,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.04","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.30","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":662024872,"objectIdStr":"662024872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大哥，今晚特斯拉财报，你还继续持有吗","text":"大哥，今晚特斯拉财报，你还继续持有吗","html":"大哥，今晚特斯拉财报，你还继续持有吗","likeSize":0,"commentSize":2,"subComments":[{"id":7703315,"commentId":"7703315","gmtCreate":1666217333320,"gmtModify":1666217340543,"authorId":3473424884968461,"author":{"id":3473424884968461,"idStr":"3473424884968461","authorId":3473424884968461,"name":"scauzhangzhi","avatar":"https://static.tigerbbs.com/fadff8d66c5add51ea5836e56017b6c4","vip":2,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.04","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.30","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":3502235810145705,"repliedAuthor":{"id":3502235810145705,"idStr":"3502235810145705","authorId":3502235810145705,"name":"honinbou","avatar":"https://static.tigerbbs.com/8cb1b614f82d654f3db6270582de2b3d","vip":1,"c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