$小鹏汽车(XPEV_老虎社区_美港股上老虎 - 老虎社区

$小鹏汽车(XPEV)$特斯拉降价，最大利空的就是小鹏，价格也没优势了

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看上去很美
2020-10-01
看上去很美
这价位的车两三万就是一个坎。特斯拉要的就是好的销售数据。未来三四年做到二十万以下小鹏蔚来就都完犊子了。
- 看上去很美回复yhyh:
  服务好？你以为吃火锅呢。等特斯拉SUV国产了蔚来还玩个p。蔚来就是因为没技术才玩服务。一个卖车的真有技术谁会去吹自己的服务好。
- yhyh回复看上去很美:
  Mod3早就国产了，两者玩法就不一样，一个是技术导向，一个是客户导向，但是对于高端客户来说对于服务体验更看重，蔚来不会去跟特斯拉拼价格，一定是追求差异化，目标客户就不相同，那些会为了价格放弃服务体验的本来就不是蔚来的目标客户，对小鹏的影响可能比较大，他们真的是直接竞争
- 看上去很美回复yhyh:
  那是因为还没国产。一步一步来。迟早要和蔚来正面刚的。
- 灰常厉害回复yhyh:
  股票市场反应还是很神速的，特斯拉的降价不知道体现在月销量和毛利率强会怎样，降价10%如果不能销量增涨30%以上意义就不大，m3的狙击车型还是挺多的
- yhyh:
  对蔚来的影响很小，蔚来最便宜的es6平均售价也超40万了，完全不是一个目标客户群，特斯拉现在只能卖卖低端车，去看看他s和x销量，已经惨不忍睹了
灰常厉害
2020-10-01
灰常厉害
虽然电车还没到相互拼杀的时候，但特斯拉这次降价，负面效应还不小，即便换了电池，把利润留在公司，不割老车主韭菜不是更好么？
- Xiplusplus:
  现在国内老用户太少，还是吸引新用户更重要
georgeshen
2020-10-01
georgeshen
就是精准打击小鹏的，马斯克和小鹏什么情况都知道

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