特斯拉国产对国内汽车_老虎社区_美港股上老虎

2020-01-08

特斯拉国产对国内汽车格局的冲击

依本人的亲身体验，以model 3颠覆性的驾驶体验，卖到国产补贴后29.9w的价格，个人认为能够全方位覆盖B级车市场，将在国内造成比美国还要大的翻天覆地的影响，BBA等豪华品牌首当其冲，大众和两田也要被分走不小的份额。再看看第二张图，如果model3的定价的空间如此之大，BYD等电车面临的风险也是极大的，国内各大车企的下一步棋该怎么走？ps：30w级别model3和es200即将是一对有趣的对手哈哈哈$特斯拉(TSLA)$

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。

精彩评论

思念悠悠在远方
2020-01-08
思念悠悠在远方
假设2022年一辆M3在中国纯赚一万美元，25万辆就是25亿刀。
而特斯拉现在是850亿市值，得34年才能赚回来。也就是PE34
纯科技公司的PE为25以下，纯汽车公司的PE最高是10
对比下来说，特斯拉现在就如人造肉概念，迟早会回到正常水平。
我希望它在美股崩盘前要么直接冲1000亿，要么回到600亿，不然哪天直接回400亿，我买的CALL真的就直接归零了。
- 思念悠悠在远方回复小虎牙sister:
  Y与E6都是国产同级车。
- 小虎牙sister回复思念悠悠在远方:
  不了解蔚来，这和特斯拉无关。
- 思念悠悠在远方回复小虎牙sister:
  蔚来E6，现在还有补贴么
  既然是对标的，补贴应该会一样。
- 小虎牙sister回复思念悠悠在远方:
  国产了就会有了，现在国内生产线都没有，当然没有补贴。
- 思念悠悠在远方回复小虎牙sister:
  没看到特Y系列有补贴的消息。只听说免购置税。
小虎牙sister
2020-01-08
小虎牙sister
其实当时Model 3在美开卖的时候，也没人意识到这款车会以摧枯拉朽之势吊打BBA。国内豪车溢价率更高，Model 3优势更明显，我们所有人可能都没意识到这款车在国内的竞争力之强。如果BBA同级别潜在客户开过一次3，那基本上就会认真考虑买它。
- 小虎牙sister回复dpgg:
  我也是，我买了BMW之后开了3，真后悔没买3。
- dpgg:
  试驾了一次，种草了
2461fbaf
2020-01-09
2461fbaf
为何美国的科技产品总是引领世界？
AliceMe
2020-01-08
AliceMe
不说别的先排新能源指标了[哇塞]
谁允许你直视本王
2020-01-25
谁允许你直视本王
还是贵了点，还得降降
零点琳一
2020-01-23
零点琳一
好东西

发表看法

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