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剥咯菠萝蜜

剥咯菠萝蜜

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剥咯菠萝蜜

2021-02-10

$纳斯达克(.IXIC)$$特斯拉(TSLA)$$苹果(AAPL)$难道真的又给印度神童阿南德言重了？？？

剥咯菠萝蜜

2020-04-14

$TSLA 20200619 1000.0 CALL(TSLA)$[看涨] [看涨] [看涨]

剥咯菠萝蜜

2020-04-16

$特斯拉(TSLA)$[财迷] [财迷] [财迷]

剥咯菠萝蜜

2021-03-06

$纳斯达克(.IXIC)$$特斯拉(TSLA)$$苹果(AAPL)$拜登应该引咎辞职

剥咯菠萝蜜

2021-02-23

$纳斯达克(.IXIC)$$特斯拉(TSLA)$$苹果(AAPL)$拜登上台后好像就没啥起色……哎

剥咯菠萝蜜

2020-05-05

$特斯拉(TSLA)$能过800吗[傲娇]

剥咯菠萝蜜

2021-01-30

$特斯拉(TSLA)$越来越看不懂马斯克，每每特斯拉财报时他总要整点事，有意无意的打压一下自己的股价[思考]

剥咯菠萝蜜

2020-04-27

$波音(BA)$这啥玩意……

剥咯菠萝蜜

2020-04-16

$特斯拉(TSLA)$先止盈一手图个安心

剥咯菠萝蜜

2020-07-13

$通用电气(GE)$怎么感觉是垂死挣扎？

剥咯菠萝蜜

2020-05-05

$特斯拉(TSLA)$800是道坎，加油！

剥咯菠萝蜜

2020-04-13

$TSLA 20200619 1000.0 CALL(TSLA)$[微笑]

剥咯菠萝蜜

2020-05-01

$特斯拉(TSLA)$财报diao炸天，股价diao一地

剥咯菠萝蜜

2021-01-25

$嘉年华邮轮(CCL)$此船要沉

剥咯菠萝蜜

2020-06-09

$特斯拉(TSLA)$哎……这又是何苦呢，既然上不去就先下来歇歇再冲

剥咯菠萝蜜

2020-07-08

$达美航空(DAL)$这是要坠毁的节奏啊？

剥咯菠萝蜜

2020-04-24

$好未来(TAL)$想跌就跌吧！没啥好犹豫的

剥咯菠萝蜜

2020-03-19

$特斯拉(TSLA)$这是第几次熔断啦

剥咯菠萝蜜

2021-03-19

真的吗？？？

抱歉，原内容已删除

剥咯菠萝蜜

2021-03-16

有病就得治

抱歉，原内容已删除

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href=\"https://laohu8.com/S/601012\">隆基股份</a>，股价从10块一度上升到125块，接近翻13倍；</p><p>社保基金全年调仓频繁，并不是每一笔进场都需要引起股民的重视。2021年，真正值得股民关注的潜力公司，需要具备三个要素： （1）前十大流通股东中，有社保基金的身影，排名在前列；</p><p>（2）在行业细分领域具有龙头地位，市场占有率高； （3）技术层面，股价整理时间充分，呈现上升趋势；</p><p><b>量价齐升！多重利好或打造黄金风口！</b></p><p><b>如果说社保基金的进场是板块启动的信号，那么原材料涨价的炒作就是股民期待已久的盛宴！</b></p><p>A股市场，主力每年围绕原材料涨价的炒作从来没有间断：</p><p>（1）2017年， 石墨电极价格大涨，<a href=\"https://laohu8.com/S/600516\">方大炭素</a>股价翻6倍； （2）2018年，尼龙66原材料大涨，<a href=\"https://laohu8.com/S/600810\">神马股份</a>股价翻2倍； （3）2019年，猪肉价格接近翻倍，<a href=\"https://laohu8.com/S/002714\">牧原股份</a>股价翻近10倍；</p><p>（4）2020年，有机硅价格大涨，<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>股价翻2倍以上；</p><p>2021年，结合全球经济复苏、货币超发的背景下，炒作上游原材料的传统有望继续延续！</p><p>根据以上分析，我认为，<b>上游材料玻纤需要股民们重点留意！</b></p><p>（1）价格层面，玻纤的价格已涨至2018年高位，在未来一到两年内，仍有望进一步上涨；</p><p>（2）业绩层面，玻纤是新能源汽车、基建、5G三大黄金赛道的上游环节，叠加三大黄金赛道，将为玻纤的业绩提供坚实支撑；</p><p>（3）需求层面，今年海上风电的抢装潮，新增装机量大超预期，有望进一步推动玻纤市场需求的增长；</p><p>（4）技术层面，板块回调整理时间充分，估值合理，具备极大的上升空间。</p><p></p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n变盘将至！主力动向曝光，这类股或率先反弹！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-03-18 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>目前的A股市场到了一个需要选择方向的位置，成交量的大幅缩量也在预示着，市场的买卖达到了某种平衡，抱团股的下杀告一段落，反弹一触即发！</p><p>对于大部分散户而言，短线操作的风险仍在，与其跟风炒作热门题材，不如选择跟随风格稳健的主力机构——社保基金！</p><p>2000年成立以来，社保基金20年翻了16倍，年化15%，<b>交易水平比肩巴菲特，秒杀国内绝大多少机构投资者！</b>大家平时听到最多的北向资金如果是黄金段位的话，社保基金绝对可以称得上王者的水平！&nbsp;</p><p><b>重磅信号！这一方向或诞生反弹先锋！</b></p><p><b>过去三年的一季度，社保基金布局的股票，出现了多只穿越牛熊的翻倍公司！</b></p><p>（1）2020年一季度，社保基金新进并重仓<a href=\"https://laohu8.com/S/300274\">阳光电源</a>，股价从10块一度上升到120块，翻了12倍；</p><p>（2）2019年一季度，社保基金新进并重仓<a href=\"https://laohu8.com/S/600346\">恒力石化</a>，股价从10块一度上升到50块，翻了5倍；</p><p>（3）2018年一季度，社保基金新进并重仓<a href=\"https://laohu8.com/S/601012\">隆基股份</a>，股价从10块一度上升到125块，接近翻13倍；</p><p>社保基金全年调仓频繁，并不是每一笔进场都需要引起股民的重视。2021年，真正值得股民关注的潜力公司，需要具备三个要素： （1）前十大流通股东中，有社保基金的身影，排名在前列；</p><p>（2）在行业细分领域具有龙头地位，市场占有率高； （3）技术层面，股价整理时间充分，呈现上升趋势；</p><p><b>量价齐升！多重利好或打造黄金风口！</b></p><p><b>如果说社保基金的进场是板块启动的信号，那么原材料涨价的炒作就是股民期待已久的盛宴！</b></p><p>A股市场，主力每年围绕原材料涨价的炒作从来没有间断：</p><p>（1）2017年， 石墨电极价格大涨，<a href=\"https://laohu8.com/S/600516\">方大炭素</a>股价翻6倍； （2）2018年，尼龙66原材料大涨，<a href=\"https://laohu8.com/S/600810\">神马股份</a>股价翻2倍； （3）2019年，猪肉价格接近翻倍，<a href=\"https://laohu8.com/S/002714\">牧原股份</a>股价翻近10倍；</p><p>（4）2020年，有机硅价格大涨，<a href=\"https://laohu8.com/S/603260\">合盛硅业</a>股价翻2倍以上；</p><p>2021年，结合全球经济复苏、货币超发的背景下，炒作上游原材料的传统有望继续延续！</p><p>根据以上分析，我认为，<b>上游材料玻纤需要股民们重点留意！</b></p><p>（1）价格层面，玻纤的价格已涨至2018年高位，在未来一到两年内，仍有望进一步上涨；</p><p>（2）业绩层面，玻纤是新能源汽车、基建、5G三大黄金赛道的上游环节，叠加三大黄金赛道，将为玻纤的业绩提供坚实支撑；</p><p>（3）需求层面，今年海上风电的抢装潮，新增装机量大超预期，有望进一步推动玻纤市场需求的增长；</p><p>（4）技术层面，板块回调整理时间充分，估值合理，具备极大的上升空间。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed678867dcd042419d82ffd2b39b84df","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120159373","content_text":"目前的A股市场到了一个需要选择方向的位置，成交量的大幅缩量也在预示着，市场的买卖达到了某种平衡，抱团股的下杀告一段落，反弹一触即发！对于大部分散户而言，短线操作的风险仍在，与其跟风炒作热门题材，不如选择跟随风格稳健的主力机构——社保基金！2000年成立以来，社保基金20年翻了16倍，年化15%，交易水平比肩巴菲特，秒杀国内绝大多少机构投资者！大家平时听到最多的北向资金如果是黄金段位的话，社保基金绝对可以称得上王者的水平！ 重磅信号！这一方向或诞生反弹先锋！过去三年的一季度，社保基金布局的股票，出现了多只穿越牛熊的翻倍公司！（1）2020年一季度，社保基金新进并重仓阳光电源，股价从10块一度上升到120块，翻了12倍；（2）2019年一季度，社保基金新进并重仓恒力石化，股价从10块一度上升到50块，翻了5倍；（3）2018年一季度，社保基金新进并重仓隆基股份，股价从10块一度上升到125块，接近翻13倍；社保基金全年调仓频繁，并不是每一笔进场都需要引起股民的重视。2021年，真正值得股民关注的潜力公司，需要具备三个要素： （1）前十大流通股东中，有社保基金的身影，排名在前列；（2）在行业细分领域具有龙头地位，市场占有率高； （3）技术层面，股价整理时间充分，呈现上升趋势；量价齐升！多重利好或打造黄金风口！如果说社保基金的进场是板块启动的信号，那么原材料涨价的炒作就是股民期待已久的盛宴！A股市场，主力每年围绕原材料涨价的炒作从来没有间断：（1）2017年， 石墨电极价格大涨，方大炭素股价翻6倍； （2）2018年，尼龙66原材料大涨，神马股份股价翻2倍； （3）2019年，猪肉价格接近翻倍，牧原股份股价翻近10倍；（4）2020年，有机硅价格大涨，合盛硅业股价翻2倍以上；2021年，结合全球经济复苏、货币超发的背景下，炒作上游原材料的传统有望继续延续！根据以上分析，我认为，上游材料玻纤需要股民们重点留意！（1）价格层面，玻纤的价格已涨至2018年高位，在未来一到两年内，仍有望进一步上涨；（2）业绩层面，玻纤是新能源汽车、基建、5G三大黄金赛道的上游环节，叠加三大黄金赛道，将为玻纤的业绩提供坚实支撑；（3）需求层面，今年海上风电的抢装潮，新增装机量大超预期，有望进一步推动玻纤市场需求的增长；（4）技术层面，板块回调整理时间充分，估值合理，具备极大的上升空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325200569,"gmtCreate":1615899560951,"gmtModify":1703494683525,"author":{"id":"3546318738763437","authorId":"3546318738763437","name":"剥咯菠萝蜜","avatar":"https://static.tigerbbs.com/0ca3bbf80361d0e1c3935a20fc4f3176","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546318738763437","authorIdStr":"3546318738763437"},"themes":[],"htmlText":"有病就得治","listText":"有病就得治","text":"有病就得治","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325200569","repostId":"1117779825","repostType":2,"repost":{"id":"1117779825","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1615895780,"share":"https://www.laohu8.com/m/news/1117779825?lang=&edition=full","pubTime":"2021-03-16 19:56","market":"us","language":"zh","title":"被“3·15”点名，特斯拉在中国还混得下去？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117779825","media":"格隆汇","summary":"有质疑不可怕，消极怠慢和甩锅却绝对不行。\n\n昨晚央视“3·15”晚会之前，好几个行业群、车友群都在讨论、猜测，特斯拉是否会被曝光。\n这种猜测不是空穴来风。\n就在几天前的一次媒体投票中，近90%的网友认","content":"<blockquote>\n 有质疑不可怕，消极怠慢和甩锅却绝对不行。\n</blockquote>\n<p>昨晚央视“3·15”晚会之前，好几个行业群、车友群都在讨论、猜测，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是否会被曝光。</p>\n<p>这种猜测不是空穴来风。</p>\n<p>就在几天前的一次媒体投票中，<b>近90%的网友认为特斯拉应该上“3·15”</b>，网友纷纷高呼“不上对不起中国消费者”“没有谁比特斯拉更有资格上”。</p>\n<p><img src=\"https://static.tigerbbs.com/cd1588780e8d31822c47a0778ec350cb\" tg-width=\"750\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>巧合的是，就在“3·15”之前，<b>女车主车顶维权、海南特斯拉撞墙、佛罗里达特斯拉钻货车底</b>……3起事故成功“预热”了一波情绪。在过去的一年多，质量疑团甚至事故，把特斯拉放到了聚光灯下，可这家造车新势力“吾辈楷模”面对问题时的骚操作，正在把自己拉下神坛，也直接导致了5部门同时约谈的结果。</p>\n<p>尽管特斯拉最终没有出现在央视“3·15”晚会上，但地方台对此前的一些骚操作进行了报道和渲染。显然，这意味着<b>监管者仍在紧盯着特斯拉这条“鲶鱼”</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4b162d6020fd1be420a70ec5c55464\" tg-width=\"625\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>其实在行业景气度爬坡阶段，质量受到质疑并不可怕，甚至是必然要面对的。</p>\n<p>但如何面对问题，才是特斯拉在这场试炼中的终极拷问。</p>\n<p><i><b>01、</b></i><b>成本控制“狂魔”</b></p>\n<p>特斯拉可谓造车新势力“标杆”企业。</p>\n<p>技术上，特斯拉自主软件和三电（电池、电机、电控）技术在业内独领风骚。如果说电力续航、软件生态是新能源车“军备竞赛”最前沿，那么特斯拉自主FSD和电控技术，在业内暂时还没有对手。</p>\n<p><img src=\"https://static.tigerbbs.com/776a0ca3cd26c7c46504cc048c5238be\" tg-width=\"693\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>销售渠道上，特斯拉最先感受到新能源车与电子产品之间，估值体系的趋同，采用<b>核心技术+供应商</b>的产业链结构，直接对接消费者。</p>\n<p>除了五菱宏光Mini EV这类A00级玩家剑走偏锋外，特斯拉全球纯电车市场销量仍是第一，尤其在美国本土已占据主导地位。<b>去年，特斯拉在美国电动汽车市场的份额高达79%</b>，这也就意味着，美国其他品牌电动汽车占比总和还不及特斯拉的1/3。</p>\n<p>资本面上，全球车企中，公司目前全球市值最高，“市梦率”持续抬升公司股价，PE估值来到上千倍，无数空头头寸还没等到特斯拉“杀估值”就已经凉了。</p>\n<p><img src=\"https://static.tigerbbs.com/aa9dc69817d4e045ca99b6ded8f8977d\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>业绩面上，特斯拉2020年归母净利润6.9亿美元，而三家中概股造车新势力（<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想）距离盈利还有距离；全年综合毛利率21.02%，在造车新势力中名列前茅，第二名的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>为16.38%。</p>\n<p>关于特斯拉毛利率，也许大家都心里有数。</p>\n<p>通过不断压低整车毛利率实现降价，进而扩大销量，通过软件生态赚钱，顺便挤压竞争对手生存空间，对于特斯拉的打法，市场已经有充足的预期——认为<b>软件将是公司下一个增长极</b>，所以“价格战”完全在意料之中。</p>\n<p>不过压低成本的做法，也带来了许多问题……</p>\n<p><i><b>02、</b></i><b>反正不是我的错</b></p>\n<p>首次坐上特斯拉，是在1年前的试驾活动上，当时对特斯拉国产Model 3最直观感受是：科技感拉满，辅助驾驶让人大呼过瘾，质感和舒适度却不及预期。后来也陆续试驾过几次，包括Model 3和后来的Model Y，特斯拉依旧在堆砌科技感上一路狂奔。</p>\n<p><img src=\"https://static.tigerbbs.com/e5c61ff003a9d10788458140dd416bc8\" tg-width=\"692\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>如果说内饰过于简单，导致舒适感、<a href=\"https://laohu8.com/S/DLX\">豪华</a>感有所欠缺，可以理解为接棒乔布斯“科技教主”头衔之后，对“极简风”“性冷淡”设计路线的承袭，那么在芯片上“偷工减料”就显然说不过去了。</p>\n<p>2020年3月，有特斯拉车主在网络上曝出所购的特斯拉国产Model 3装配HW2.5芯片，并非是随车环保清单上标注的HW3.0。此前特斯拉曾表示，新车都会装配HW3.0芯片。此举导致众多涉事车主强烈不满，表示已通过特斯拉官方400电话、“3·15”平台等渠道进行投诉和维权诉讼。</p>\n<p>身为CEO，马斯克对此事完全知情，只是在社交媒体上表示：<b>“很奇怪，那些抱怨的人没有购买自动驾驶服务。如果选装了特斯拉会免费为他们升级为HW 3.0芯片。”</b></p>\n<p>言下之意，似乎是把一切责任都甩给了车主，指责车主无理取闹。</p>\n<p>而这次在地方台“3·15”期间被曝光的问题，事关特斯拉二手车业务。一名车主购买特斯拉二手车，发现C柱曾被切割（影响结构件），经过质检、投诉、法律诉讼等一系列程序，结果都站在车主这边，可特斯拉仍咬定车辆没毛病，只是维修工艺问题，将会上诉。</p>\n<p>特斯拉今年甚至还曾把锅，甩到国家电网头上。</p>\n<p>1月，一名特斯拉车主充电后，车辆出现故障。特斯拉表示，这是由于国家电网电流太大导致。国家电网则毫不含糊地回怼，称在使用中电源线路电压稳定无异常，建议特斯拉公司请专业人士认真查找车辆充电故障原因。</p>\n<p><i><b>03、</b></i><b>绕不开的中国市场</b></p>\n<p>于是“3·15”不久前，特斯拉的幺蛾子，曾经引来了监管部门“关照”。</p>\n<p><b>国家市场监管总局与中央网信办、工业和信息化部、交通运输部以及应急管理部消防救援局5个部门，约谈了特斯拉在中国的相关公司</b>，谈话内容便是特斯拉最近被消费者投诉出现异常加速、车辆远程升级、电池起火等问题。</p>\n<p>5部门同时请喝茶，规格非常高。</p>\n<p>可以感受到，政府和监管部门对于特斯拉，有多重视。</p>\n<p>在特斯拉最为艰难的2018年，中国向特斯拉抛出了橄榄枝，允许特斯拉在上海独资建立超级工厂。中国与特斯拉的对赌协议，是从2023年年底起，特斯拉每年须纳税22.3亿元，如果不能达成这一条件，则必须归还相应土地。</p>\n<p><img src=\"https://static.tigerbbs.com/ebc2f484cf70d5ab31392bb4aeb61b0f\" tg-width=\"692\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>中国是馋特斯拉的税收吗？也许有一部分是。但更重要的原因在于，<b>特斯拉的入华，就像当年的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一样，能够将中国的产业格局进行锤炼整合，同时加速落后产能的淘汰</b>。</p>\n<p>反过来，特斯拉也需要中国。</p>\n<p>入华之后，特斯拉产销量、股价在疫情中逆势起飞，中国市场也是应对传统车企“反攻”的坚强后盾。</p>\n<p>特斯拉在欧洲主要纯电动汽车市场份额2021年首月大幅下滑。今年1月，<b>特斯拉纯电动汽车在欧洲18个主要市场注册量为1619辆，市场份额从5%下滑到3.5%</b>，原因是碳排放标准将日趋严格，促使大众、<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>等更多本土传统车企加紧发展新能源车。</p>\n<p>在美国，新任美国总统拜登的气候议程，将推动控制美国政府所有三个部门的民主党，采取更多行动促进新能源汽车发展，福特、通用等车企也势必将商业触角进一步伸向新能源车赛道。</p>\n<p>市场认为，中国市场对Model 3、Model Y的需求激增，是特斯拉逆境翻转的关键。坐落于中国上海的特斯拉Giga 3电池工厂，将推动特斯拉汽车的普及率在未来12~18个月中显著增长。伴随着中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场景气度提升，牛市情况下，将至少为特斯拉股价贡献每股100美元的估值溢价。</p>\n<p><img src=\"https://static.tigerbbs.com/1443fcfd084038ece74c4b588bfe2453\" tg-width=\"693\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p>所以说，中国市场很重要。再过几天，中国发展高层论坛将开幕，马斯克也会参加，这位“硅谷钢铁侠”从不吝惜对政府和人民展现出友好姿态。</p>\n<p>只是不知道，特斯拉最近在中国市场整出这些幺蛾子，马斯克心里是怎么想的？</p>\n<p><i><b>04、</b></i><b>特斯拉的生存焦虑</b></p>\n<p>质量方面整出幺蛾子，可以说，发生在特斯拉这种成长型公司身上，并不令人意外。</p>\n<p>马斯克曾经直言说，提升产能的那段生产时间，如同地狱一般。作为一家企业，谁都想做到完美，物美价廉，同时还能够得到市场认同。</p>\n<p><img src=\"https://static.tigerbbs.com/79ee4119202ce81db7f234ea96e3de72\" tg-width=\"689\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>可是<b>特斯拉还处于高速增长阶段，难免会伴随着各种问题</b>。</p>\n<p>从诞生之初，特斯拉就伴随着生存焦虑。公司推出的第一个量产车型Roadster首先就遇到了实际成本高于预期的窘迫，直到2019年，市场还在质疑这家公司的交付能力。特斯拉的利润率在过去10年里，有9年是负数，正如马斯克本人所言，“距离破产一度只差一个月时间”。</p>\n<p>当时，<b>特斯拉正面临一场信任危机，因为其新能源汽车产能的多项指标，比公司最初设定的2017年末每周产量达到5000辆要慢的多</b>。2015Q1~2019Q4一共20个季度中，特斯拉只有5个季度自由现金流为正。更悲催的是，特斯拉的现金流，还曾经用来填补SpaceX弄出来的窟窿。</p>\n<p><img src=\"https://static.tigerbbs.com/bf214cfe6f64701f3cb81931759ac6ff\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>如果不是马斯克融资能力非同一般，特斯拉早就在破产线上走了好几回。</p>\n<p>虽然特斯拉在2020年已经实现盈利，销量也来到全球第一，跑赢了其他造车新势力，但三面围攻之下，稍有不慎就会跌下神坛。从欧洲、北美市场格局上看，这种趋势已经初现端倪。</p>\n<p>除了其他新势力的崛起和传统车企的“反攻”，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果、阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、华为等科技巨头，也相继入局新能源车赛道，这些公司既不缺钱，也不缺技术，缺的只是“弯道超车”的时间，随着时间推移，特斯拉这只“出头鸟”的生存将会更加艰难。</p>\n<p>所以说，现在还做不到完美，特斯拉只能顶着风雨奔跑，直至到达一个安全的屋檐下。</p>\n<p>马斯克对此也非常坦诚，称为了减少车主的交付等待期，特斯拉一直都是尽最大能力去提升产能，工厂的流水线速度达到最高，甚至没有足够的时间使汽车油漆晾干，这也会造成车辆质量参差不齐。</p>\n<p><i><b>05、</b></i><b>小结：不是对特斯拉的审判</b></p>\n<p>哈利·波特在得知自己拥有伏地魔的力量时，内心深陷善恶之争，寸步难行，人生导师邓布利多却一语破解：“决定一个人命运的不是他的能力，而是他的选择。”</p>\n<p>邓布利多还有一句名言：“<b>黑暗和困难笼罩着前行的道路,很快我们就要在正确的和轻松的进行选择</b>。”</p>\n<p><img src=\"https://static.tigerbbs.com/ecd67361323af9abf39220387805acda\" tg-width=\"680\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<p>此次特斯拉不幸登上地方“3·15”晚会舞台，但同时也很幸运，央视“3·15”晚会并没有进行“点名打击”。背后深意，即监管者已经开始注意特斯拉，但这一次先不把你架在火上烤，而是通过地方晚会进行敲打。对于特斯拉，中国市场保有很高的期待，希望它成为“鲶鱼”搅动市场。</p>\n<p>特斯拉此前挣扎在破产线上，直到现在依然面临生存挑战，而跑得太快，灵魂难免跟不上身体，这情有可原。加之特斯拉独资进入中国，对于中国市场的一些规则，或许并非完全理解，行事之中难免嫌隙频生。</p>\n<p><b>可消费者的底线非常清楚，有质疑不可怕，消极怠慢和甩锅却绝对不行</b>。</p>\n<p>如果正像马斯克自己所说，特斯拉质量问题已在2020年底解决，那么从2021年开始，面对消费者质疑、投诉，特斯拉应该可以大大方方，站出来直面问题了吧？</p>\n<p><img src=\"https://static.tigerbbs.com/ac38b00cc593cd08d8b93a903bae83bd\" tg-width=\"685\" tg-height=\"386\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>被“3·15”点名，特斯拉在中国还混得下去？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被“3·15”点名，特斯拉在中国还混得下去？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-03-16 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 有质疑不可怕，消极怠慢和甩锅却绝对不行。\n</blockquote>\n<p>昨晚央视“3·15”晚会之前，好几个行业群、车友群都在讨论、猜测，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是否会被曝光。</p>\n<p>这种猜测不是空穴来风。</p>\n<p>就在几天前的一次媒体投票中，<b>近90%的网友认为特斯拉应该上“3·15”</b>，网友纷纷高呼“不上对不起中国消费者”“没有谁比特斯拉更有资格上”。</p>\n<p><img src=\"https://static.tigerbbs.com/cd1588780e8d31822c47a0778ec350cb\" tg-width=\"750\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>巧合的是，就在“3·15”之前，<b>女车主车顶维权、海南特斯拉撞墙、佛罗里达特斯拉钻货车底</b>……3起事故成功“预热”了一波情绪。在过去的一年多，质量疑团甚至事故，把特斯拉放到了聚光灯下，可这家造车新势力“吾辈楷模”面对问题时的骚操作，正在把自己拉下神坛，也直接导致了5部门同时约谈的结果。</p>\n<p>尽管特斯拉最终没有出现在央视“3·15”晚会上，但地方台对此前的一些骚操作进行了报道和渲染。显然，这意味着<b>监管者仍在紧盯着特斯拉这条“鲶鱼”</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4b162d6020fd1be420a70ec5c55464\" tg-width=\"625\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>其实在行业景气度爬坡阶段，质量受到质疑并不可怕，甚至是必然要面对的。</p>\n<p>但如何面对问题，才是特斯拉在这场试炼中的终极拷问。</p>\n<p><i><b>01、</b></i><b>成本控制“狂魔”</b></p>\n<p>特斯拉可谓造车新势力“标杆”企业。</p>\n<p>技术上，特斯拉自主软件和三电（电池、电机、电控）技术在业内独领风骚。如果说电力续航、软件生态是新能源车“军备竞赛”最前沿，那么特斯拉自主FSD和电控技术，在业内暂时还没有对手。</p>\n<p><img src=\"https://static.tigerbbs.com/776a0ca3cd26c7c46504cc048c5238be\" tg-width=\"693\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>销售渠道上，特斯拉最先感受到新能源车与电子产品之间，估值体系的趋同，采用<b>核心技术+供应商</b>的产业链结构，直接对接消费者。</p>\n<p>除了五菱宏光Mini EV这类A00级玩家剑走偏锋外，特斯拉全球纯电车市场销量仍是第一，尤其在美国本土已占据主导地位。<b>去年，特斯拉在美国电动汽车市场的份额高达79%</b>，这也就意味着，美国其他品牌电动汽车占比总和还不及特斯拉的1/3。</p>\n<p>资本面上，全球车企中，公司目前全球市值最高，“市梦率”持续抬升公司股价，PE估值来到上千倍，无数空头头寸还没等到特斯拉“杀估值”就已经凉了。</p>\n<p><img src=\"https://static.tigerbbs.com/aa9dc69817d4e045ca99b6ded8f8977d\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>业绩面上，特斯拉2020年归母净利润6.9亿美元，而三家中概股造车新势力（<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想）距离盈利还有距离；全年综合毛利率21.02%，在造车新势力中名列前茅，第二名的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>为16.38%。</p>\n<p>关于特斯拉毛利率，也许大家都心里有数。</p>\n<p>通过不断压低整车毛利率实现降价，进而扩大销量，通过软件生态赚钱，顺便挤压竞争对手生存空间，对于特斯拉的打法，市场已经有充足的预期——认为<b>软件将是公司下一个增长极</b>，所以“价格战”完全在意料之中。</p>\n<p>不过压低成本的做法，也带来了许多问题……</p>\n<p><i><b>02、</b></i><b>反正不是我的错</b></p>\n<p>首次坐上特斯拉，是在1年前的试驾活动上，当时对特斯拉国产Model 3最直观感受是：科技感拉满，辅助驾驶让人大呼过瘾，质感和舒适度却不及预期。后来也陆续试驾过几次，包括Model 3和后来的Model Y，特斯拉依旧在堆砌科技感上一路狂奔。</p>\n<p><img src=\"https://static.tigerbbs.com/e5c61ff003a9d10788458140dd416bc8\" tg-width=\"692\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>如果说内饰过于简单，导致舒适感、<a href=\"https://laohu8.com/S/DLX\">豪华</a>感有所欠缺，可以理解为接棒乔布斯“科技教主”头衔之后，对“极简风”“性冷淡”设计路线的承袭，那么在芯片上“偷工减料”就显然说不过去了。</p>\n<p>2020年3月，有特斯拉车主在网络上曝出所购的特斯拉国产Model 3装配HW2.5芯片，并非是随车环保清单上标注的HW3.0。此前特斯拉曾表示，新车都会装配HW3.0芯片。此举导致众多涉事车主强烈不满，表示已通过特斯拉官方400电话、“3·15”平台等渠道进行投诉和维权诉讼。</p>\n<p>身为CEO，马斯克对此事完全知情，只是在社交媒体上表示：<b>“很奇怪，那些抱怨的人没有购买自动驾驶服务。如果选装了特斯拉会免费为他们升级为HW 3.0芯片。”</b></p>\n<p>言下之意，似乎是把一切责任都甩给了车主，指责车主无理取闹。</p>\n<p>而这次在地方台“3·15”期间被曝光的问题，事关特斯拉二手车业务。一名车主购买特斯拉二手车，发现C柱曾被切割（影响结构件），经过质检、投诉、法律诉讼等一系列程序，结果都站在车主这边，可特斯拉仍咬定车辆没毛病，只是维修工艺问题，将会上诉。</p>\n<p>特斯拉今年甚至还曾把锅，甩到国家电网头上。</p>\n<p>1月，一名特斯拉车主充电后，车辆出现故障。特斯拉表示，这是由于国家电网电流太大导致。国家电网则毫不含糊地回怼，称在使用中电源线路电压稳定无异常，建议特斯拉公司请专业人士认真查找车辆充电故障原因。</p>\n<p><i><b>03、</b></i><b>绕不开的中国市场</b></p>\n<p>于是“3·15”不久前，特斯拉的幺蛾子，曾经引来了监管部门“关照”。</p>\n<p><b>国家市场监管总局与中央网信办、工业和信息化部、交通运输部以及应急管理部消防救援局5个部门，约谈了特斯拉在中国的相关公司</b>，谈话内容便是特斯拉最近被消费者投诉出现异常加速、车辆远程升级、电池起火等问题。</p>\n<p>5部门同时请喝茶，规格非常高。</p>\n<p>可以感受到，政府和监管部门对于特斯拉，有多重视。</p>\n<p>在特斯拉最为艰难的2018年，中国向特斯拉抛出了橄榄枝，允许特斯拉在上海独资建立超级工厂。中国与特斯拉的对赌协议，是从2023年年底起，特斯拉每年须纳税22.3亿元，如果不能达成这一条件，则必须归还相应土地。</p>\n<p><img src=\"https://static.tigerbbs.com/ebc2f484cf70d5ab31392bb4aeb61b0f\" tg-width=\"692\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>中国是馋特斯拉的税收吗？也许有一部分是。但更重要的原因在于，<b>特斯拉的入华，就像当年的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一样，能够将中国的产业格局进行锤炼整合，同时加速落后产能的淘汰</b>。</p>\n<p>反过来，特斯拉也需要中国。</p>\n<p>入华之后，特斯拉产销量、股价在疫情中逆势起飞，中国市场也是应对传统车企“反攻”的坚强后盾。</p>\n<p>特斯拉在欧洲主要纯电动汽车市场份额2021年首月大幅下滑。今年1月，<b>特斯拉纯电动汽车在欧洲18个主要市场注册量为1619辆，市场份额从5%下滑到3.5%</b>，原因是碳排放标准将日趋严格，促使大众、<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>等更多本土传统车企加紧发展新能源车。</p>\n<p>在美国，新任美国总统拜登的气候议程，将推动控制美国政府所有三个部门的民主党，采取更多行动促进新能源汽车发展，福特、通用等车企也势必将商业触角进一步伸向新能源车赛道。</p>\n<p>市场认为，中国市场对Model 3、Model Y的需求激增，是特斯拉逆境翻转的关键。坐落于中国上海的特斯拉Giga 3电池工厂，将推动特斯拉汽车的普及率在未来12~18个月中显著增长。伴随着中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场景气度提升，牛市情况下，将至少为特斯拉股价贡献每股100美元的估值溢价。</p>\n<p><img src=\"https://static.tigerbbs.com/1443fcfd084038ece74c4b588bfe2453\" tg-width=\"693\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p>所以说，中国市场很重要。再过几天，中国发展高层论坛将开幕，马斯克也会参加，这位“硅谷钢铁侠”从不吝惜对政府和人民展现出友好姿态。</p>\n<p>只是不知道，特斯拉最近在中国市场整出这些幺蛾子，马斯克心里是怎么想的？</p>\n<p><i><b>04、</b></i><b>特斯拉的生存焦虑</b></p>\n<p>质量方面整出幺蛾子，可以说，发生在特斯拉这种成长型公司身上，并不令人意外。</p>\n<p>马斯克曾经直言说，提升产能的那段生产时间，如同地狱一般。作为一家企业，谁都想做到完美，物美价廉，同时还能够得到市场认同。</p>\n<p><img src=\"https://static.tigerbbs.com/79ee4119202ce81db7f234ea96e3de72\" tg-width=\"689\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>可是<b>特斯拉还处于高速增长阶段，难免会伴随着各种问题</b>。</p>\n<p>从诞生之初，特斯拉就伴随着生存焦虑。公司推出的第一个量产车型Roadster首先就遇到了实际成本高于预期的窘迫，直到2019年，市场还在质疑这家公司的交付能力。特斯拉的利润率在过去10年里，有9年是负数，正如马斯克本人所言，“距离破产一度只差一个月时间”。</p>\n<p>当时，<b>特斯拉正面临一场信任危机，因为其新能源汽车产能的多项指标，比公司最初设定的2017年末每周产量达到5000辆要慢的多</b>。2015Q1~2019Q4一共20个季度中，特斯拉只有5个季度自由现金流为正。更悲催的是，特斯拉的现金流，还曾经用来填补SpaceX弄出来的窟窿。</p>\n<p><img src=\"https://static.tigerbbs.com/bf214cfe6f64701f3cb81931759ac6ff\" tg-width=\"693\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>如果不是马斯克融资能力非同一般，特斯拉早就在破产线上走了好几回。</p>\n<p>虽然特斯拉在2020年已经实现盈利，销量也来到全球第一，跑赢了其他造车新势力，但三面围攻之下，稍有不慎就会跌下神坛。从欧洲、北美市场格局上看，这种趋势已经初现端倪。</p>\n<p>除了其他新势力的崛起和传统车企的“反攻”，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果、阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、华为等科技巨头，也相继入局新能源车赛道，这些公司既不缺钱，也不缺技术，缺的只是“弯道超车”的时间，随着时间推移，特斯拉这只“出头鸟”的生存将会更加艰难。</p>\n<p>所以说，现在还做不到完美，特斯拉只能顶着风雨奔跑，直至到达一个安全的屋檐下。</p>\n<p>马斯克对此也非常坦诚，称为了减少车主的交付等待期，特斯拉一直都是尽最大能力去提升产能，工厂的流水线速度达到最高，甚至没有足够的时间使汽车油漆晾干，这也会造成车辆质量参差不齐。</p>\n<p><i><b>05、</b></i><b>小结：不是对特斯拉的审判</b></p>\n<p>哈利·波特在得知自己拥有伏地魔的力量时，内心深陷善恶之争，寸步难行，人生导师邓布利多却一语破解：“决定一个人命运的不是他的能力，而是他的选择。”</p>\n<p>邓布利多还有一句名言：“<b>黑暗和困难笼罩着前行的道路,很快我们就要在正确的和轻松的进行选择</b>。”</p>\n<p><img src=\"https://static.tigerbbs.com/ecd67361323af9abf39220387805acda\" tg-width=\"680\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<p>此次特斯拉不幸登上地方“3·15”晚会舞台，但同时也很幸运，央视“3·15”晚会并没有进行“点名打击”。背后深意，即监管者已经开始注意特斯拉，但这一次先不把你架在火上烤，而是通过地方晚会进行敲打。对于特斯拉，中国市场保有很高的期待，希望它成为“鲶鱼”搅动市场。</p>\n<p>特斯拉此前挣扎在破产线上，直到现在依然面临生存挑战，而跑得太快，灵魂难免跟不上身体，这情有可原。加之特斯拉独资进入中国，对于中国市场的一些规则，或许并非完全理解，行事之中难免嫌隙频生。</p>\n<p><b>可消费者的底线非常清楚，有质疑不可怕，消极怠慢和甩锅却绝对不行</b>。</p>\n<p>如果正像马斯克自己所说，特斯拉质量问题已在2020年底解决，那么从2021年开始，面对消费者质疑、投诉，特斯拉应该可以大大方方，站出来直面问题了吧？</p>\n<p><img src=\"https://static.tigerbbs.com/ac38b00cc593cd08d8b93a903bae83bd\" tg-width=\"685\" tg-height=\"386\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117779825","content_text":"有质疑不可怕，消极怠慢和甩锅却绝对不行。\n\n昨晚央视“3·15”晚会之前，好几个行业群、车友群都在讨论、猜测，特斯拉是否会被曝光。\n这种猜测不是空穴来风。\n就在几天前的一次媒体投票中，近90%的网友认为特斯拉应该上“3·15”，网友纷纷高呼“不上对不起中国消费者”“没有谁比特斯拉更有资格上”。\n\n巧合的是，就在“3·15”之前，女车主车顶维权、海南特斯拉撞墙、佛罗里达特斯拉钻货车底……3起事故成功“预热”了一波情绪。在过去的一年多，质量疑团甚至事故，把特斯拉放到了聚光灯下，可这家造车新势力“吾辈楷模”面对问题时的骚操作，正在把自己拉下神坛，也直接导致了5部门同时约谈的结果。\n尽管特斯拉最终没有出现在央视“3·15”晚会上，但地方台对此前的一些骚操作进行了报道和渲染。显然，这意味着监管者仍在紧盯着特斯拉这条“鲶鱼”。\n\n其实在行业景气度爬坡阶段，质量受到质疑并不可怕，甚至是必然要面对的。\n但如何面对问题，才是特斯拉在这场试炼中的终极拷问。\n01、成本控制“狂魔”\n特斯拉可谓造车新势力“标杆”企业。\n技术上，特斯拉自主软件和三电（电池、电机、电控）技术在业内独领风骚。如果说电力续航、软件生态是新能源车“军备竞赛”最前沿，那么特斯拉自主FSD和电控技术，在业内暂时还没有对手。\n\n销售渠道上，特斯拉最先感受到新能源车与电子产品之间，估值体系的趋同，采用核心技术+供应商的产业链结构，直接对接消费者。\n除了五菱宏光Mini EV这类A00级玩家剑走偏锋外，特斯拉全球纯电车市场销量仍是第一，尤其在美国本土已占据主导地位。去年，特斯拉在美国电动汽车市场的份额高达79%，这也就意味着，美国其他品牌电动汽车占比总和还不及特斯拉的1/3。\n资本面上，全球车企中，公司目前全球市值最高，“市梦率”持续抬升公司股价，PE估值来到上千倍，无数空头头寸还没等到特斯拉“杀估值”就已经凉了。\n\n业绩面上，特斯拉2020年归母净利润6.9亿美元，而三家中概股造车新势力（蔚来、小鹏、理想）距离盈利还有距离；全年综合毛利率21.02%，在造车新势力中名列前茅，第二名的理想汽车为16.38%。\n关于特斯拉毛利率，也许大家都心里有数。\n通过不断压低整车毛利率实现降价，进而扩大销量，通过软件生态赚钱，顺便挤压竞争对手生存空间，对于特斯拉的打法，市场已经有充足的预期——认为软件将是公司下一个增长极，所以“价格战”完全在意料之中。\n不过压低成本的做法，也带来了许多问题……\n02、反正不是我的错\n首次坐上特斯拉，是在1年前的试驾活动上，当时对特斯拉国产Model 3最直观感受是：科技感拉满，辅助驾驶让人大呼过瘾，质感和舒适度却不及预期。后来也陆续试驾过几次，包括Model 3和后来的Model Y，特斯拉依旧在堆砌科技感上一路狂奔。\n\n如果说内饰过于简单，导致舒适感、豪华感有所欠缺，可以理解为接棒乔布斯“科技教主”头衔之后，对“极简风”“性冷淡”设计路线的承袭，那么在芯片上“偷工减料”就显然说不过去了。\n2020年3月，有特斯拉车主在网络上曝出所购的特斯拉国产Model 3装配HW2.5芯片，并非是随车环保清单上标注的HW3.0。此前特斯拉曾表示，新车都会装配HW3.0芯片。此举导致众多涉事车主强烈不满，表示已通过特斯拉官方400电话、“3·15”平台等渠道进行投诉和维权诉讼。\n身为CEO，马斯克对此事完全知情，只是在社交媒体上表示：“很奇怪，那些抱怨的人没有购买自动驾驶服务。如果选装了特斯拉会免费为他们升级为HW 3.0芯片。”\n言下之意，似乎是把一切责任都甩给了车主，指责车主无理取闹。\n而这次在地方台“3·15”期间被曝光的问题，事关特斯拉二手车业务。一名车主购买特斯拉二手车，发现C柱曾被切割（影响结构件），经过质检、投诉、法律诉讼等一系列程序，结果都站在车主这边，可特斯拉仍咬定车辆没毛病，只是维修工艺问题，将会上诉。\n特斯拉今年甚至还曾把锅，甩到国家电网头上。\n1月，一名特斯拉车主充电后，车辆出现故障。特斯拉表示，这是由于国家电网电流太大导致。国家电网则毫不含糊地回怼，称在使用中电源线路电压稳定无异常，建议特斯拉公司请专业人士认真查找车辆充电故障原因。\n03、绕不开的中国市场\n于是“3·15”不久前，特斯拉的幺蛾子，曾经引来了监管部门“关照”。\n国家市场监管总局与中央网信办、工业和信息化部、交通运输部以及应急管理部消防救援局5个部门，约谈了特斯拉在中国的相关公司，谈话内容便是特斯拉最近被消费者投诉出现异常加速、车辆远程升级、电池起火等问题。\n5部门同时请喝茶，规格非常高。\n可以感受到，政府和监管部门对于特斯拉，有多重视。\n在特斯拉最为艰难的2018年，中国向特斯拉抛出了橄榄枝，允许特斯拉在上海独资建立超级工厂。中国与特斯拉的对赌协议，是从2023年年底起，特斯拉每年须纳税22.3亿元，如果不能达成这一条件，则必须归还相应土地。\n\n中国是馋特斯拉的税收吗？也许有一部分是。但更重要的原因在于，特斯拉的入华，就像当年的苹果一样，能够将中国的产业格局进行锤炼整合，同时加速落后产能的淘汰。\n反过来，特斯拉也需要中国。\n入华之后，特斯拉产销量、股价在疫情中逆势起飞，中国市场也是应对传统车企“反攻”的坚强后盾。\n特斯拉在欧洲主要纯电动汽车市场份额2021年首月大幅下滑。今年1月，特斯拉纯电动汽车在欧洲18个主要市场注册量为1619辆，市场份额从5%下滑到3.5%，原因是碳排放标准将日趋严格，促使大众、雷诺等更多本土传统车企加紧发展新能源车。\n在美国，新任美国总统拜登的气候议程，将推动控制美国政府所有三个部门的民主党，采取更多行动促进新能源汽车发展，福特、通用等车企也势必将商业触角进一步伸向新能源车赛道。\n市场认为，中国市场对Model 3、Model Y的需求激增，是特斯拉逆境翻转的关键。坐落于中国上海的特斯拉Giga 3电池工厂，将推动特斯拉汽车的普及率在未来12~18个月中显著增长。伴随着中国新能源汽车市场景气度提升，牛市情况下，将至少为特斯拉股价贡献每股100美元的估值溢价。\n\n所以说，中国市场很重要。再过几天，中国发展高层论坛将开幕，马斯克也会参加，这位“硅谷钢铁侠”从不吝惜对政府和人民展现出友好姿态。\n只是不知道，特斯拉最近在中国市场整出这些幺蛾子，马斯克心里是怎么想的？\n04、特斯拉的生存焦虑\n质量方面整出幺蛾子，可以说，发生在特斯拉这种成长型公司身上，并不令人意外。\n马斯克曾经直言说，提升产能的那段生产时间，如同地狱一般。作为一家企业，谁都想做到完美，物美价廉，同时还能够得到市场认同。\n\n可是特斯拉还处于高速增长阶段，难免会伴随着各种问题。\n从诞生之初，特斯拉就伴随着生存焦虑。公司推出的第一个量产车型Roadster首先就遇到了实际成本高于预期的窘迫，直到2019年，市场还在质疑这家公司的交付能力。特斯拉的利润率在过去10年里，有9年是负数，正如马斯克本人所言，“距离破产一度只差一个月时间”。\n当时，特斯拉正面临一场信任危机，因为其新能源汽车产能的多项指标，比公司最初设定的2017年末每周产量达到5000辆要慢的多。2015Q1~2019Q4一共20个季度中，特斯拉只有5个季度自由现金流为正。更悲催的是，特斯拉的现金流，还曾经用来填补SpaceX弄出来的窟窿。\n\n如果不是马斯克融资能力非同一般，特斯拉早就在破产线上走了好几回。\n虽然特斯拉在2020年已经实现盈利，销量也来到全球第一，跑赢了其他造车新势力，但三面围攻之下，稍有不慎就会跌下神坛。从欧洲、北美市场格局上看，这种趋势已经初现端倪。\n除了其他新势力的崛起和传统车企的“反攻”，谷歌、苹果、阿里、腾讯、华为等科技巨头，也相继入局新能源车赛道，这些公司既不缺钱，也不缺技术，缺的只是“弯道超车”的时间，随着时间推移，特斯拉这只“出头鸟”的生存将会更加艰难。\n所以说，现在还做不到完美，特斯拉只能顶着风雨奔跑，直至到达一个安全的屋檐下。\n马斯克对此也非常坦诚，称为了减少车主的交付等待期，特斯拉一直都是尽最大能力去提升产能，工厂的流水线速度达到最高，甚至没有足够的时间使汽车油漆晾干，这也会造成车辆质量参差不齐。\n05、小结：不是对特斯拉的审判\n哈利·波特在得知自己拥有伏地魔的力量时，内心深陷善恶之争，寸步难行，人生导师邓布利多却一语破解：“决定一个人命运的不是他的能力，而是他的选择。”\n邓布利多还有一句名言：“黑暗和困难笼罩着前行的道路,很快我们就要在正确的和轻松的进行选择。”\n\n此次特斯拉不幸登上地方“3·15”晚会舞台，但同时也很幸运，央视“3·15”晚会并没有进行“点名打击”。背后深意，即监管者已经开始注意特斯拉，但这一次先不把你架在火上烤，而是通过地方晚会进行敲打。对于特斯拉，中国市场保有很高的期待，希望它成为“鲶鱼”搅动市场。\n特斯拉此前挣扎在破产线上，直到现在依然面临生存挑战，而跑得太快，灵魂难免跟不上身体，这情有可原。加之特斯拉独资进入中国，对于中国市场的一些规则，或许并非完全理解，行事之中难免嫌隙频生。\n可消费者的底线非常清楚，有质疑不可怕，消极怠慢和甩锅却绝对不行。\n如果正像马斯克自己所说，特斯拉质量问题已在2020年底解决，那么从2021年开始，面对消费者质疑、投诉，特斯拉应该可以大大方方，站出来直面问题了吧？","news_type":1},"isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321203039,"gmtCreate":1615435001521,"gmtModify":1703489010053,"author":{"id":"3546318738763437","authorId":"3546318738763437","name":"剥咯菠萝蜜","avatar":"https://static.tigerbbs.com/0ca3bbf80361d0e1c3935a20fc4f3176","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546318738763437","authorIdStr":"3546318738763437"},"themes":[],"htmlText":"明显是河南郑州车主想讹人","listText":"明显是河南郑州车主想讹人","text":"明显是河南郑州车主想讹人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321203039","repostId":"2118460902","repostType":2,"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321200019,"gmtCreate":1615434748831,"gmtModify":1703489007110,"author":{"id":"3546318738763437","authorId":"3546318738763437","name":"剥咯菠萝蜜","avatar":"https://static.tigerbbs.com/0ca3bbf80361d0e1c3935a20fc4f3176","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546318738763437","authorIdStr":"3546318738763437"},"themes":[],"htmlText":"河南车主拒接第三方检测，明显是想讹人","listText":"河南车主拒接第三方检测，明显是想讹人","text":"河南车主拒接第三方检测，明显是想讹人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321200019","repostId":"2118624109","repostType":2,"repost":{"id":"2118624109","kind":"news","pubTimestamp":1615357576,"share":"https://www.laohu8.com/m/news/2118624109?lang=&edition=full","pubTime":"2021-03-10 14:26","market":"us","language":"zh","title":"“特斯拉女车主坐车顶维权”上热搜 网友：为什么总是特斯拉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2118624109","media":"新浪财经","summary":"特斯拉女车主拉横幅坐车顶维权：刹车失灵致追尾3月10日，特斯拉女车主坐车顶维权登上热搜，引发关注。3月9日，一名河南安阳女子手持喇叭坐在特斯拉Model 3车顶维权，用白布黑字写道，“特斯拉刹车失灵”，同时喇叭播放“特斯拉Model 3春节期间刹车失灵，引发交通事故，一家四口险些丧命”的录音。另一部分网友则表示，“为什么电动车只有特斯拉一直在上新闻”？目前，特斯拉官方暂未此事做出回应。","content":"<html><body><span><img src=\"http://n.sinaimg.cn/front20210310ac/586/w1919h1067/20210310/4048-kmeeius3795459.jpg\"/></span><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>女车主拉横幅坐车顶维权：刹车失灵致追尾</p><p>3月10日，特斯拉女车主坐车顶维权登上热搜，引发关注。</p><div><img src=\"http://k.sinaimg.cn/n/finance/724/w1648h676/20210310/7087-kmeeius4096599.png/w720fin.jpg\"/></div><p>3月9日，一名河南安阳女子手持喇叭坐在特斯拉Model 3车顶维权，用白布黑字写道，“特斯拉刹车失灵”，同时喇叭播放“特斯拉Model 3春节期间刹车失灵，引发交通事故，一家四口险些丧命”的录音。当事人张女士介绍，当时她与家人驾驶Model 3出门游玩，其父在开车时看到远处红绿灯后，很自然的把脚从电门抬了起来，但是车并没有降速，反而以很快的速度追尾了前方多车，最后撞击路边的水泥防护栏才停了下来，事故造成张女士及其父母受伤住院。</p><p>对此，4S店回应道：是车主单方面认为，车辆已做封存，拒绝第三方检测，同时行车数据没有显示刹车有问题，事故说明认定为没有保持安全行车距离。对于客户维权行为，已和市场监督局进行调节，但客户依旧拒绝检测。</p><p>对于该新闻，网友们意见不一。一部分网友表示不理解为何车主拒绝检测，“倒是检测啊”。</p><div><img src=\"http://k.sinaimg.cn/n/finance/442/w1692h350/20210310/08f9-kmeeius4118066.png/w720fin.jpg\"/></div><p>另一部分网友则表示，“为什么电动车只有特斯拉一直在上新闻”？</p><div><img src=\"http://k.sinaimg.cn/n/finance/494/w1702h392/20210310/264c-kmeeius4113075.png/w720fin.jpg\"/></div><p>目前，特斯拉官方暂未此事做出回应。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“特斯拉女车主坐车顶维权”上热搜 网友：为什么总是特斯拉？</title>\n<style 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3出门游玩，其父在开车时看到远处红绿灯后，很自然的把脚从电门...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-03-10/doc-ikknscsi0481481.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1b0e16fd37f06133bb5ac71a924206a","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-03-10/doc-ikknscsi0481481.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118624109","content_text":"特斯拉女车主拉横幅坐车顶维权：刹车失灵致追尾3月10日，特斯拉女车主坐车顶维权登上热搜，引发关注。3月9日，一名河南安阳女子手持喇叭坐在特斯拉Model 3车顶维权，用白布黑字写道，“特斯拉刹车失灵”，同时喇叭播放“特斯拉Model 3春节期间刹车失灵，引发交通事故，一家四口险些丧命”的录音。当事人张女士介绍，当时她与家人驾驶Model 3出门游玩，其父在开车时看到远处红绿灯后，很自然的把脚从电门抬了起来，但是车并没有降速，反而以很快的速度追尾了前方多车，最后撞击路边的水泥防护栏才停了下来，事故造成张女士及其父母受伤住院。对此，4S店回应道：是车主单方面认为，车辆已做封存，拒绝第三方检测，同时行车数据没有显示刹车有问题，事故说明认定为没有保持安全行车距离。对于客户维权行为，已和市场监督局进行调节，但客户依旧拒绝检测。对于该新闻，网友们意见不一。一部分网友表示不理解为何车主拒绝检测，“倒是检测啊”。另一部分网友则表示，“为什么电动车只有特斯拉一直在上新闻”？目前，特斯拉官方暂未此事做出回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321677111,"gmtCreate":1615434657033,"gmtModify":1703489006592,"author":{"id":"3546318738763437","authorId":"3546318738763437","name":"剥咯菠萝蜜","avatar":"https://static.tigerbbs.com/0ca3bbf80361d0e1c3935a20fc4f3176","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546318738763437","authorIdStr":"3546318738763437"},"themes":[],"htmlText":"明显是车主想讹人","listText":"明显是车主想讹人","text":"明显是车主想讹人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321677111","repostId":"2118678492","repostType":2,"isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367415278,"gmtCreate":1614961032894,"gmtModify":1703483683073,"author":{"id":"3546318738763437","authorId":"3546318738763437","name":"剥咯菠萝蜜","avatar":"https://static.tigerbbs.com/0ca3bbf80361d0e1c3935a20fc4f3176","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546318738763437","authorIdStr":"3546318738763437"},"themes":[],"htmlText":"<a 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08:04","market":"sh","language":"zh","title":"马斯克净资产缩水152亿美元 失去世界首富身份","url":"https://stock-news.laohu8.com/highlight/detail?id=2113006748","media":"凤凰科技","summary":"凤凰网科技讯北京时间2月23日消息，彭博亿万富翁指数显示，随着特斯拉股价在周一大跌8.6%，马斯克净资产缩水152亿美元，不再是世界首富。特斯拉股价的下跌一定程度上源于马斯克在上周末发表 ...","content":"<html><body><div>\n<p>　　凤凰网科技讯北京时间2月23日消息，彭博亿万富翁指数显示，随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在周一大跌8.6%，马斯克净资产缩水152亿美元，不再是世界首富。特斯拉股价的下跌一定程度上源于马斯克在上周末发表的评论。他当时表示，比特币和以太坊的价格“似乎过高了”。马斯克目前的净资产为1834亿美元，是世界第二大富豪。尽管<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫.贝佐斯(Jeff Bezos)的净资产也下降了37亿美元，但他的财富依旧达到1863亿美元，超过了马斯克。</p><p>　　随着押注疫情复苏的投资者远离科技巨头，转投周期性股票(随着经济周期的盛衰而涨落的股票)，特斯拉股价周一收盘大跌8.55%，创下自2020年9月23日重挫10.34%以来的最大跌幅。特斯拉股价也受到了比特币的拖累，后者在周一收盘后下跌大约6%。</p><strong></strong>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克净资产缩水152亿美元 失去世界首富身份</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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href=http://stock.10jqka.com.cn/usstock/20210223/c627179456.shtml><strong>凤凰科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯北京时间2月23日消息，彭博亿万富翁指数显示，随着特斯拉股价在周一大跌8.6%，马斯克净资产缩水152亿美元，不再是世界首富。特斯拉股价的下跌一定程度上源于马斯克在上周末发表的评论。他当时表示，比特币和以太坊的价格“似乎过高了”。马斯克目前的净资产为1834亿美元，是世界第二大富豪。尽管亚马逊创始人杰夫.贝佐斯(Jeff Bezos)的净资产也下降了37亿美元，但他的财富依旧达到...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210223/c627179456.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/164dc5093528f308c456aef1ad173b1e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://stock.10jqka.com.cn/usstock/20210223/c627179456.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2113006748","content_text":"凤凰网科技讯北京时间2月23日消息，彭博亿万富翁指数显示，随着特斯拉股价在周一大跌8.6%，马斯克净资产缩水152亿美元，不再是世界首富。特斯拉股价的下跌一定程度上源于马斯克在上周末发表的评论。他当时表示，比特币和以太坊的价格“似乎过高了”。马斯克目前的净资产为1834亿美元，是世界第二大富豪。尽管亚马逊创始人杰夫.贝佐斯(Jeff 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