斯无的个人主页 - 老虎社区

斯无

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IP属地：北京

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7主题

0勋章

2023-01-06

降完价发现和2021年相比也就低了1万左右，还得降啊

特斯拉突然掀起“价格战”！崩盘之下的“自救”？

2022-12-17

拆分时40美元，现在157美元，这帖子怎么写的[捂脸] ，这么大漏洞

特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克

2022-11-10

$亚朵(ATAT)$ 酒店类品牌亚朵，始于住宿的生活方式品牌集团。从住宿出发，向追求品质生活的消费者，传递人文、温暖、有趣的生活方式，并以持续改进的优质产品、服务与体验，塑造和完善人们的未来生活。截至2021年3月31日，亚朵集团旗下已开业酒店数量608家，覆盖中国131座城市，客房数量达71121间，积累了超过 2500 万注册个人会员。在2018年中国连锁酒店高端品牌规模10强排行榜，亚朵凭借门店数和客房数的绝对优势，位居该榜单第一位。亚朵自有的差异化品牌矩阵及独创的“亚朵服务方法”（根据用户旅程细分出17个服务触点，通过服务产品化、标准个性化、全员授权制度满足用户需求，并进行服务的数字化迭代），有助于其在行业竞争中突围，为消费者提供更加优质的服务体验。钱途大好，值得打新！！！

2022-09-20

$零跑汽车(09863)$零跑汽车，领跑汽车

2022-08-17

$大健云仓(GCT)$大健云仓是全球领先的大件商品B2B交易平台，专注于服务国际大件商品贸易，通过数字化方式改造传统大件外贸模式，京东、红星美凯龙、元禾控股、DCM Ventures等为其主要股东。💰途大好，看好看好

2022-06-17

ttttt

2021-12-24

$山西汾酒(600809)$看好

2021-12-24

$Allakos Inc.(ALLK)$做任务

2021-12-22

$AMC院线(AMC)$做任务

2021-12-13

中签该高兴还是。。。

2021-12-09

$涂鸦智能(TUYA)$做任务

2021-12-09

$RLX科技(RLX)$做任务

2021-11-30

$小鹏汽车(XPEV)$玩

2021-11-08

$高途(GOTU)$做任务

2021-11-05

$山西汾酒(600809)$做任务

2021-11-05

$特斯拉(TSLA)$做任务

2021-11-04

$特斯拉(TSLA)$做任务

2021-10-31

$特斯拉(TSLA)$做任务

2021-10-29

$小米集团-W(01810)$做任务

2021-10-28

$小米集团-W(01810)$做任务

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href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼无奈的价格策略。</p><p>此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。</p><p><b>特斯拉“杀疯了”</b></p><p>特斯拉又在全球市场展开了一场“价格屠杀”。</p><p>1月6日，特斯拉突然官宣，国产车型大幅降价，Model 3起售价下调至22.99万元，Model Y起售价下调至25.99万元，交付周期均为1-4周。其中，降幅最大的是Model 3后驱版，降了3.6万元，降幅达13.54%；Model Y长续航版更是直降4.8万元。</p><p>同时，特斯拉还公布了全新的Model S、 Model X起售价，分别为78.99万元、87.99万元。</p><p>当天，特斯拉还宣布，将Model 3、Model Y在日本的价格下调约10%。</p><p>特斯拉官宣后，瞬间引爆了全网，有网友们高呼：杀疯了！被逼疯了！</p><p>而在1月6日前提车的消费者，可能无法接受特斯拉降价的事实，有消费者表示：“入手半个月亏3.6万”、“一个礼拜亏5万”、“再也不会买特斯拉了”.......</p><p><img src=\"https://static.tigerbbs.com/41fdb977ea3fdebad1c35313451027e3\" tg-width=\"580\" tg-height=\"948\" referrerpolicy=\"no-referrer\"/></p><p>其实，特斯拉在中国的降价策略早在2022年10月便已启动。当时，特斯拉宣布，国产车型全系下调售价，下调幅度在1.4万至3.7万元。同时，特斯拉经常推出保险优惠、现车优惠政策，试图提振中国国内需求。</p><p>2023年开年，特斯拉还推出了新年限时福利，即日至2月28日期间，完成交付的Model 3和Model Y的新车订单，可享受6000元限时交付激励方案。</p><p><img src=\"https://static.tigerbbs.com/ef3c5964034d664c66c5fcdea408acd2\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>一系列疯狂降价的背后是，特斯拉的焦虑。</p><p>特斯拉在中国市场的销量和市场份额，正在被国产新能源玩家蚕食。乘联会数据显示，2022年前三季度，特斯拉累计交付31.82万辆，市场份额为8.2%；2022年前11个月，特斯拉中国累计交付约39.8万辆，市场份额下降至7.9%。</p><p>相比之下，以<a href=\"https://laohu8.com/S/002594\">比亚迪</a>为首的国内新能源汽车厂商的市场份额则迅速快速增长，2022年前11个月，国产新能源厂商的市场份额合计达31.3%。</p><p>另外，据招银国际发布的一份报告数据显示，从2022年12月1日至12月25日，特斯拉在中国的平均每日零售额较2021年同期下降了28%。</p><p>如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼的价格策略。</p><p>有分析人士感慨，如此激进的降价促销，非常罕见，或许表明，特斯拉为了提高销量已经“杀红了眼”，也可能暗示，当下特斯拉的处境确实不妙。</p><p><b>特斯拉的焦虑</b></p><p>产能过剩、需求疲软，正在成为特斯拉最大的焦虑。</p><p>1月5日，乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，环比下降44%，同比下降21%，为五个月以来的最低水平。同时，特斯拉的上海超级工厂频频传出“放假、停产”的消息，引发了市场对于“特斯拉卖不动”了的担忧。</p><p>而特斯拉“产能过剩”更明确的数据来自于，其公布的2022年第四季度生产和交付报告。其中显示，四季度交付量为40.53万辆，不及市场预期的42-43万辆；四季度总产量为43.97万辆，略超预期的43.88万辆，为连续第3个月出现产能过剩。</p><p>同时，特斯拉2022年全年的总交付量为131万，未达到150万辆的交付目标。而在2022年全球新能源汽车销量排行榜上，特斯拉也被比亚迪以185.7万辆的总销量拉下销冠宝座。</p><p>另外，特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量正迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。</p><p>摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。</p><p><img src=\"https://static.tigerbbs.com/4d55fc632aecb7e066c308e1a85ff8d2\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>一系列信号之下，华尔街机构开始发出悲观预期，认为特斯拉已出现供应过剩，并下调了特斯拉的评级与目标价。其中，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为“中性”。</p><p>瑞穗证券也发出警告称，短期内，特斯拉销售可能疲软，因为宏观‘逆风’和消费信心疲软可能会降低对高价电动汽车的需求。</p><p>悲观预期，正在冲击着特斯拉股价。继2022年“雪崩”后，特斯拉在2023年第一个交易日遭遇“开门黑”，股价一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。</p><p>截至当地时间1月5日收盘，特斯拉股价报110.34美元，相较于2022年年初，累计下跌幅度达72%，总市值跌至3484亿美元，相较于2022年年初，累计蒸发9037亿美元，成为2022年以来美股表现最差劲的科技巨头。</p><p><b>“杀一个措手不及”</b></p><p>面对特斯拉的突然大降价，其他新能源车企无疑被“杀了个措手不及”。</p><p>因为前不久，包括比亚迪、奇瑞、长安、大众、宝马等车企刚刚掀起了一轮新能源汽车涨价潮，单车最高涨幅达到2万元。</p><p>其背景是，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车购置补贴政策已于2022年12月31日终止，意味着，在此之后上牌的车辆国家将不再给予补贴。</p><p>此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。</p><p><img src=\"https://static.tigerbbs.com/e0b5c8f43cca4a2828934933dec3f9d4\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>受此消息影响，1月6日午后，港股造车新势力集体跳水。截至收盘，理想、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均大跌超6%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>则跌超3%。</p><p>未来，是否会引起其他车企的跟进降价，业内将持续关注。</p><p>对于特斯拉的突然降价，小鹏汽车内部相关人士对媒体表示，小鹏汽车有自己的销售节奏，会根据自身情况决定产品售价及促销活动，而非跟随其他车企。</p><p>另外，有分析人士认为，特斯拉挥起“价格镰刀”的底气是，其单车利润高达1万美元。且特斯拉的毛利率高于其他任何公司，这也给予了更多的降价空间。</p><p>如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则Model 3低配版最终的国内定价可能会降至17.51万元。</p></body></html>","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>特斯拉突然掀起“价格战”！崩盘之下的“自救”？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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特斯拉突然掀起“价格战”！崩盘之下的“自救”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090688601\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b30934034f584369aeef0c7ed4236314);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">侃见财经 </p>\n<p class=\"h-time\">2023-01-06 19:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>新能源的“价格屠夫”又掀起一场战争。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>又降价了，直接降到了历史最低价。1月6日，特斯拉突然官宣，国产车型大幅降价，单车最高降价降4.8万元，最大降幅达13.54%。随后关于“特斯拉降价”的话题直接冲上微博热搜榜第一。</p><p><img src=\"https://static.tigerbbs.com/9d2ad14055e3d53f5cb96ce9b9e8ff98\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></p><p>疯狂降价的背后是，特斯拉的焦虑：产能过剩、需求疲软。1月5日，乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，环比下降44%，同比下降21%。同时，特斯拉的上海超级工厂频频传出“放假、停产”的消息，引发了市场对于“特斯拉卖不动”了的担忧。</p><p>另外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼无奈的价格策略。</p><p>此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。</p><p><b>特斯拉“杀疯了”</b></p><p>特斯拉又在全球市场展开了一场“价格屠杀”。</p><p>1月6日，特斯拉突然官宣，国产车型大幅降价，Model 3起售价下调至22.99万元，Model Y起售价下调至25.99万元，交付周期均为1-4周。其中，降幅最大的是Model 3后驱版，降了3.6万元，降幅达13.54%；Model Y长续航版更是直降4.8万元。</p><p>同时，特斯拉还公布了全新的Model S、 Model X起售价，分别为78.99万元、87.99万元。</p><p>当天，特斯拉还宣布，将Model 3、Model Y在日本的价格下调约10%。</p><p>特斯拉官宣后，瞬间引爆了全网，有网友们高呼：杀疯了！被逼疯了！</p><p>而在1月6日前提车的消费者，可能无法接受特斯拉降价的事实，有消费者表示：“入手半个月亏3.6万”、“一个礼拜亏5万”、“再也不会买特斯拉了”.......</p><p><img src=\"https://static.tigerbbs.com/41fdb977ea3fdebad1c35313451027e3\" tg-width=\"580\" tg-height=\"948\" referrerpolicy=\"no-referrer\"/></p><p>其实，特斯拉在中国的降价策略早在2022年10月便已启动。当时，特斯拉宣布，国产车型全系下调售价，下调幅度在1.4万至3.7万元。同时，特斯拉经常推出保险优惠、现车优惠政策，试图提振中国国内需求。</p><p>2023年开年，特斯拉还推出了新年限时福利，即日至2月28日期间，完成交付的Model 3和Model Y的新车订单，可享受6000元限时交付激励方案。</p><p><img src=\"https://static.tigerbbs.com/ef3c5964034d664c66c5fcdea408acd2\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>一系列疯狂降价的背后是，特斯拉的焦虑。</p><p>特斯拉在中国市场的销量和市场份额，正在被国产新能源玩家蚕食。乘联会数据显示，2022年前三季度，特斯拉累计交付31.82万辆，市场份额为8.2%；2022年前11个月，特斯拉中国累计交付约39.8万辆，市场份额下降至7.9%。</p><p>相比之下，以<a href=\"https://laohu8.com/S/002594\">比亚迪</a>为首的国内新能源汽车厂商的市场份额则迅速快速增长，2022年前11个月，国产新能源厂商的市场份额合计达31.3%。</p><p>另外，据招银国际发布的一份报告数据显示，从2022年12月1日至12月25日，特斯拉在中国的平均每日零售额较2021年同期下降了28%。</p><p>如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼的价格策略。</p><p>有分析人士感慨，如此激进的降价促销，非常罕见，或许表明，特斯拉为了提高销量已经“杀红了眼”，也可能暗示，当下特斯拉的处境确实不妙。</p><p><b>特斯拉的焦虑</b></p><p>产能过剩、需求疲软，正在成为特斯拉最大的焦虑。</p><p>1月5日，乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，环比下降44%，同比下降21%，为五个月以来的最低水平。同时，特斯拉的上海超级工厂频频传出“放假、停产”的消息，引发了市场对于“特斯拉卖不动”了的担忧。</p><p>而特斯拉“产能过剩”更明确的数据来自于，其公布的2022年第四季度生产和交付报告。其中显示，四季度交付量为40.53万辆，不及市场预期的42-43万辆；四季度总产量为43.97万辆，略超预期的43.88万辆，为连续第3个月出现产能过剩。</p><p>同时，特斯拉2022年全年的总交付量为131万，未达到150万辆的交付目标。而在2022年全球新能源汽车销量排行榜上，特斯拉也被比亚迪以185.7万辆的总销量拉下销冠宝座。</p><p>另外，特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量正迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。</p><p>摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。</p><p><img src=\"https://static.tigerbbs.com/4d55fc632aecb7e066c308e1a85ff8d2\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>一系列信号之下，华尔街机构开始发出悲观预期，认为特斯拉已出现供应过剩，并下调了特斯拉的评级与目标价。其中，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为“中性”。</p><p>瑞穗证券也发出警告称，短期内，特斯拉销售可能疲软，因为宏观‘逆风’和消费信心疲软可能会降低对高价电动汽车的需求。</p><p>悲观预期，正在冲击着特斯拉股价。继2022年“雪崩”后，特斯拉在2023年第一个交易日遭遇“开门黑”，股价一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。</p><p>截至当地时间1月5日收盘，特斯拉股价报110.34美元，相较于2022年年初，累计下跌幅度达72%，总市值跌至3484亿美元，相较于2022年年初，累计蒸发9037亿美元，成为2022年以来美股表现最差劲的科技巨头。</p><p><b>“杀一个措手不及”</b></p><p>面对特斯拉的突然大降价，其他新能源车企无疑被“杀了个措手不及”。</p><p>因为前不久，包括比亚迪、奇瑞、长安、大众、宝马等车企刚刚掀起了一轮新能源汽车涨价潮，单车最高涨幅达到2万元。</p><p>其背景是，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车购置补贴政策已于2022年12月31日终止，意味着，在此之后上牌的车辆国家将不再给予补贴。</p><p>此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。</p><p><img src=\"https://static.tigerbbs.com/e0b5c8f43cca4a2828934933dec3f9d4\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>受此消息影响，1月6日午后，港股造车新势力集体跳水。截至收盘，理想、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均大跌超6%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>则跌超3%。</p><p>未来，是否会引起其他车企的跟进降价，业内将持续关注。</p><p>对于特斯拉的突然降价，小鹏汽车内部相关人士对媒体表示，小鹏汽车有自己的销售节奏，会根据自身情况决定产品售价及促销活动，而非跟随其他车企。</p><p>另外，有分析人士认为，特斯拉挥起“价格镰刀”的底气是，其单车利润高达1万美元。且特斯拉的毛利率高于其他任何公司，这也给予了更多的降价空间。</p><p>如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则Model 3低配版最终的国内定价可能会降至17.51万元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138505283","content_text":"新能源的“价格屠夫”又掀起一场战争。特斯拉又降价了，直接降到了历史最低价。1月6日，特斯拉突然官宣，国产车型大幅降价，单车最高降价降4.8万元，最大降幅达13.54%。随后关于“特斯拉降价”的话题直接冲上微博热搜榜第一。疯狂降价的背后是，特斯拉的焦虑：产能过剩、需求疲软。1月5日，乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，环比下降44%，同比下降21%。同时，特斯拉的上海超级工厂频频传出“放假、停产”的消息，引发了市场对于“特斯拉卖不动”了的担忧。另外，摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼无奈的价格策略。此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。特斯拉“杀疯了”特斯拉又在全球市场展开了一场“价格屠杀”。1月6日，特斯拉突然官宣，国产车型大幅降价，Model 3起售价下调至22.99万元，Model Y起售价下调至25.99万元，交付周期均为1-4周。其中，降幅最大的是Model 3后驱版，降了3.6万元，降幅达13.54%；Model Y长续航版更是直降4.8万元。同时，特斯拉还公布了全新的Model S、 Model X起售价，分别为78.99万元、87.99万元。当天，特斯拉还宣布，将Model 3、Model Y在日本的价格下调约10%。特斯拉官宣后，瞬间引爆了全网，有网友们高呼：杀疯了！被逼疯了！而在1月6日前提车的消费者，可能无法接受特斯拉降价的事实，有消费者表示：“入手半个月亏3.6万”、“一个礼拜亏5万”、“再也不会买特斯拉了”.......其实，特斯拉在中国的降价策略早在2022年10月便已启动。当时，特斯拉宣布，国产车型全系下调售价，下调幅度在1.4万至3.7万元。同时，特斯拉经常推出保险优惠、现车优惠政策，试图提振中国国内需求。2023年开年，特斯拉还推出了新年限时福利，即日至2月28日期间，完成交付的Model 3和Model Y的新车订单，可享受6000元限时交付激励方案。一系列疯狂降价的背后是，特斯拉的焦虑。特斯拉在中国市场的销量和市场份额，正在被国产新能源玩家蚕食。乘联会数据显示，2022年前三季度，特斯拉累计交付31.82万辆，市场份额为8.2%；2022年前11个月，特斯拉中国累计交付约39.8万辆，市场份额下降至7.9%。相比之下，以比亚迪为首的国内新能源汽车厂商的市场份额则迅速快速增长，2022年前11个月，国产新能源厂商的市场份额合计达31.3%。另外，据招银国际发布的一份报告数据显示，从2022年12月1日至12月25日，特斯拉在中国的平均每日零售额较2021年同期下降了28%。如此看来，特斯拉突然挥起的“价格镰刀”，更像是一场被逼的价格策略。有分析人士感慨，如此激进的降价促销，非常罕见，或许表明，特斯拉为了提高销量已经“杀红了眼”，也可能暗示，当下特斯拉的处境确实不妙。特斯拉的焦虑产能过剩、需求疲软，正在成为特斯拉最大的焦虑。1月5日，乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，环比下降44%，同比下降21%，为五个月以来的最低水平。同时，特斯拉的上海超级工厂频频传出“放假、停产”的消息，引发了市场对于“特斯拉卖不动”了的担忧。而特斯拉“产能过剩”更明确的数据来自于，其公布的2022年第四季度生产和交付报告。其中显示，四季度交付量为40.53万辆，不及市场预期的42-43万辆；四季度总产量为43.97万辆，略超预期的43.88万辆，为连续第3个月出现产能过剩。同时，特斯拉2022年全年的总交付量为131万，未达到150万辆的交付目标。而在2022年全球新能源汽车销量排行榜上，特斯拉也被比亚迪以185.7万辆的总销量拉下销冠宝座。另外，特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量正迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。一系列信号之下，华尔街机构开始发出悲观预期，认为特斯拉已出现供应过剩，并下调了特斯拉的评级与目标价。其中，花旗表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为“中性”。瑞穗证券也发出警告称，短期内，特斯拉销售可能疲软，因为宏观‘逆风’和消费信心疲软可能会降低对高价电动汽车的需求。悲观预期，正在冲击着特斯拉股价。继2022年“雪崩”后，特斯拉在2023年第一个交易日遭遇“开门黑”，股价一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。截至当地时间1月5日收盘，特斯拉股价报110.34美元，相较于2022年年初，累计下跌幅度达72%，总市值跌至3484亿美元，相较于2022年年初，累计蒸发9037亿美元，成为2022年以来美股表现最差劲的科技巨头。“杀一个措手不及”面对特斯拉的突然大降价，其他新能源车企无疑被“杀了个措手不及”。因为前不久，包括比亚迪、奇瑞、长安、大众、宝马等车企刚刚掀起了一轮新能源汽车涨价潮，单车最高涨幅达到2万元。其背景是，中国新能源汽车购置补贴政策已于2022年12月31日终止，意味着，在此之后上牌的车辆国家将不再给予补贴。此番特斯拉大幅降价无疑吹响了“价格战”的号角，2023年的新能源汽车行业竞争将更为激烈。受此消息影响，1月6日午后，港股造车新势力集体跳水。截至收盘，理想、小鹏汽车均大跌超6%，蔚来则跌超3%。未来，是否会引起其他车企的跟进降价，业内将持续关注。对于特斯拉的突然降价，小鹏汽车内部相关人士对媒体表示，小鹏汽车有自己的销售节奏，会根据自身情况决定产品售价及促销活动，而非跟随其他车企。另外，有分析人士认为，特斯拉挥起“价格镰刀”的底气是，其单车利润高达1万美元。且特斯拉的毛利率高于其他任何公司，这也给予了更多的降价空间。如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则Model 3低配版最终的国内定价可能会降至17.51万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623613458,"gmtCreate":1671284154874,"gmtModify":1671284156694,"author":{"id":"3585126555344113","authorId":"3585126555344113","name":"斯无","avatar":"https://static.tigerbbs.com/d10a262b286028dbfeaa21a54433a3dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585126555344113","authorIdStr":"3585126555344113"},"themes":[],"htmlText":"拆分时40美元，现在157美元，这帖子怎么写的[捂脸]&nbsp;，这么大漏洞","listText":"拆分时40美元，现在157美元，这帖子怎么写的[捂脸]&nbsp;，这么大漏洞","text":"拆分时40美元，现在157美元，这帖子怎么写的[捂脸] ，这么大漏洞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/623613458","repostId":"1154649089","repostType":2,"repost":{"id":"1154649089","kind":"news","pubTimestamp":1671279147,"share":"https://www.laohu8.com/m/news/1154649089?lang=&edition=full","pubTime":"2022-12-17 20:12","market":"us","language":"zh","title":"特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1154649089","media":"资管网","summary":"特斯拉需要也理应拥有一名全职CEO。","content":"<html><head></head><body><p>美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。</p><p><b>廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”</b></p><p>截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值35.7亿美元。廖凯原在新冠肺炎疫情初期开始增持特斯拉股票，当时特斯拉股票经拆分调整后的交易价格约为40美元，而现在的股价为157美元。</p><p>到目前为止，特斯拉股价今年已经累计下跌了55%。自马斯克10月底完成收购推特的交易以来，该公司市值已经蒸发了约2250亿美元。这与标准普尔500指数攀升超过3%形成了鲜明对比。</p><p>尽管对股价下跌感到沮丧，但廖凯原并没有出售他持有的特斯拉股票。相反，他正计划买入更多股票，因为他认为该公司的股票价值被低估了，而且在招来专注于激光技术的首席执行官后，该股仍有很大上涨空间。</p><p>廖凯原表示：“坦白地说，我不在乎马斯克的去留。特斯拉是一家伟大的公司，每股160美元的价格很便宜。”他补充说，他希望看到一位像蒂姆·库克（Tim Cook，苹果首席执行官）那样的运营高管来接管公司。</p><p>他还在推特上写道：“<b>马斯克只是个雇工，他也是我们的雇员。尽管他是个骄傲的“创造者”，但特斯拉已经长大了，更需要像库克那样的专业人士。</b>我计划再投资10亿美元购买特斯拉股票，不管有没有马斯克，特斯拉都将成为世界上最大的公司。”</p><p>廖凯原称，如果特斯拉股价在几周内跌破160美元，他将以每股160美元的价格再买入300万股特斯拉股票。但让他感到不安的是，在他买入特斯拉股票的同时，马斯克却在大规模套现。</p><p><b>他在推特上写道：“今天，我又投入了5亿美元来支持特斯拉的股价（每股160美元），而马斯克卖出了价值超过35亿美元的股票，也许在过去的几天里卖得更多。”</b></p><p>在这条推文发布几个小时后，有消息称马斯克本周早些时候出售了2200万股特斯拉股票，套现近36亿美元。马斯克在一周内出售的股票数量与廖凯原持有的全部特斯拉股票相当。</p><p>廖凯原的最新评论与他在1月份发表的言论形成了鲜明对比。当时他在推特上说：“特斯拉的多头们，未来的彩虹就在这里。对幸运的自己微笑吧！”当时，特斯拉的市值为1.2万亿美元，是世界上市值最高的公司之一。但截至周三，该公司市值自2020年11月23日以来首次跌破5000亿美元。</p></body></html>","source":"lsy1599271986887","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>特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克</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特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 20:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ><strong>资管网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21a27825095c956f865e688478d91623","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154649089","content_text":"美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值35.7亿美元。廖凯原在新冠肺炎疫情初期开始增持特斯拉股票，当时特斯拉股票经拆分调整后的交易价格约为40美元，而现在的股价为157美元。到目前为止，特斯拉股价今年已经累计下跌了55%。自马斯克10月底完成收购推特的交易以来，该公司市值已经蒸发了约2250亿美元。这与标准普尔500指数攀升超过3%形成了鲜明对比。尽管对股价下跌感到沮丧，但廖凯原并没有出售他持有的特斯拉股票。相反，他正计划买入更多股票，因为他认为该公司的股票价值被低估了，而且在招来专注于激光技术的首席执行官后，该股仍有很大上涨空间。廖凯原表示：“坦白地说，我不在乎马斯克的去留。特斯拉是一家伟大的公司，每股160美元的价格很便宜。”他补充说，他希望看到一位像蒂姆·库克（Tim Cook，苹果首席执行官）那样的运营高管来接管公司。他还在推特上写道：“马斯克只是个雇工，他也是我们的雇员。尽管他是个骄傲的“创造者”，但特斯拉已经长大了，更需要像库克那样的专业人士。我计划再投资10亿美元购买特斯拉股票，不管有没有马斯克，特斯拉都将成为世界上最大的公司。”廖凯原称，如果特斯拉股价在几周内跌破160美元，他将以每股160美元的价格再买入300万股特斯拉股票。但让他感到不安的是，在他买入特斯拉股票的同时，马斯克却在大规模套现。他在推特上写道：“今天，我又投入了5亿美元来支持特斯拉的股价（每股160美元），而马斯克卖出了价值超过35亿美元的股票，也许在过去的几天里卖得更多。”在这条推文发布几个小时后，有消息称马斯克本周早些时候出售了2200万股特斯拉股票，套现近36亿美元。马斯克在一周内出售的股票数量与廖凯原持有的全部特斯拉股票相当。廖凯原的最新评论与他在1月份发表的言论形成了鲜明对比。当时他在推特上说：“特斯拉的多头们，未来的彩虹就在这里。对幸运的自己微笑吧！”当时，特斯拉的市值为1.2万亿美元，是世界上市值最高的公司之一。但截至周三，该公司市值自2020年11月23日以来首次跌破5000亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664674953,"gmtCreate":1668041680172,"gmtModify":1668041682579,"author":{"id":"3585126555344113","authorId":"3585126555344113","name":"斯无","avatar":"https://static.tigerbbs.com/d10a262b286028dbfeaa21a54433a3dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585126555344113","authorIdStr":"3585126555344113"},"themes":[],"htmlText":"<a 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