蜡笔小k学炒股
2019-05-24
$特斯拉(TSLA)$ 继续坚定看空特斯拉 问题是出在面对的需求竞争在加剧 产品本身定价高的点上 不是叫嚣自己产能开起来就能完事儿的 凭什么市值就对标现在已经推出低价电动车的传统巨头们……
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MARIODAD
2019-05-24
MARIODAD
哦？你说的是哪家巨头的低价电动车？日产吗，风冷电池组，不支持快充的垃圾
蜡笔小k学炒股
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MARIODAD
:
首先日韩电池是没法界定成本高低的 日韩lg sk 松下的成本基本都低于1元/wh 电池作为依托规模化的工业品 成本会大幅下降 所以电池不能作为特斯拉的优势单独列出 从汽车工业产业链的成本来看 无疑国内是低的 上汽 吉利 比亚迪在具备成熟设备及制造基础上 电动车的成本也会快速下来……
MARIODAD
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蜡笔小k学炒股
:
目前特斯拉的电池成本全世界最低，包括比亚迪也不行，大众更不行了，全是外部采购的LG，成本最高，电动车对于传统巨头来说是半个门外汉
蜡笔小k学炒股
:
支不支持快充是另外一回事儿 那是因为采用的软包……大众规划路多少款 你觉得凭借大众的汽车装配能力 成本能比特斯拉搞？另外国产比亚迪了解下价格？
傻巴兔
:
严重支持小鑫满仓做空
大海激情
2019-05-24
大海激情
多头变空头
大海激情
回复
赚够一亿就辞职
:
首批100万刀准备
赚够一亿就辞职
:
小心被来回收割
大海激情
回复
狐狸爸爸
:
变成🐷
狐狸爸爸
:
屁股决定脑袋[龇牙]
锤哥
2019-05-24
锤哥
都是凭想象。。。数据在哪里
锤哥
:
嗯 以德服人
蜡笔小k学炒股
:
数据在于你平时的积累 我懒得贴出来
狐狸爸爸
2019-05-24
狐狸爸爸
做空也是对特斯拉的支持，起码刷了流量[强]说理由、晒单子，大家交流也很好啊[龇牙]
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