虎渣渣的个人主页 - 老虎社区

虎渣渣

虎渣渣

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IP属地：北京

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2主题

0勋章

2023-12-14

$东方甄选(01797)$ 管理层不稳

2023-08-15

$九洲大药房(CJJD)$ 这一堆托儿吧

2023-04-20

$Faraday Future(FFIE)$ 我怎么感觉老贾命不该绝的样子

2023-03-29

一个四川人，带着千万资产来宁夏种树治理生态，结果被断水到树要枯死。可悲可恨

中国神华透露：涉万亩林场水源纠纷煤矿属兄弟公司，国家能源集团正核实情况

2023-03-29

$中国神华(01088)$ 神华下属煤矿阻断宁夏生态林水源的事是否属实

2023-02-15

说说你对这篇新闻的看法...

贾跃亭八年画饼，法拉第未来下月交车？

2023-02-15

加油老贾，相信你不光会让投资者因梦想窒息[贱笑]

抱歉，原内容已删除

2023-02-14

$九洲大药房(CJJD)$ 看不懂了，为什么能涨成这样？

2023-01-13

不要急

特斯拉盘前跌超5%，此前在美国和欧洲降价

2023-01-06

这篇文章不错，转发给大家看看

老虎锐评 | 马斯克做了他这半年来最正确的事

2023-01-06

$特斯拉(TSLA)$

2022-12-23

$特斯拉(TSLA)$ 老马，冲[惊吓]

2022-12-16

$特斯拉(TSLA)$ 这是怎么了？一天一个看空小作文

2022-09-29

滴滴

@捷克Jack:既然滴滴罚款尘埃落定，现在的价格值得追吗？

2022-09-26

$DiDi Global Inc.(DIDIY)$滴滴怎么了？

2022-06-22

$宁波建工(601789)$中标了怎么反跌得跟中毒了一样

2022-05-20

$特斯拉(TSLA)$老马是否有点坐不住了

2022-04-27

是不是搞错了

潍柴动力荣获中国上市公司最佳投资者关系奖

2022-04-22

$知乎(ZH)$如果退市知乎的美股可以换成港股吗？

2022-04-18

$爱奇艺(IQ)$看好爱奇艺当然这不是高科技但很多人喜欢看抛开政治因素这股票没问题

去老虎APP查看更多动态

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神华下属煤矿阻断宁夏生态林水源的事是否属实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659212929","isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625624949,"gmtCreate":1676448002982,"gmtModify":1676448004758,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625624949","repostId":"1181227430","repostType":4,"repost":{"id":"1181227430","pubTimestamp":1676444099,"share":"https://www.laohu8.com/m/news/1181227430?lang=&edition=full","pubTime":"2023-02-15 14:54","market":"us","language":"zh","title":"贾跃亭八年画饼，法拉第未来下月交车？","url":"https://stock-news.laohu8.com/highlight/detail?id=1181227430","media":"螺旋实验室","summary":"贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？","content":"<html><head></head><body><blockquote>一个车企造车八年却始终无法量产，但仍然能一笔又一笔拉来投资，贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？</blockquote><p>情人节当天，贾跃亭在大洋彼岸为投资人们送上了一份“大礼”，那就是苦苦造车八年的法拉第未来，终于“又”可以实现量产交付了。</p><p>据中国证券报消息称，法拉第未来全球首席CEO陈雪峰表示，FF将于2023年3月底开始生产可销售的FF 91Futurist，在资金都到账的情况下，<b>车辆将于4月初下线，并于4月底前交付。</b></p><p>不过，离4月的交付日还有一个多月，谁也不能保证贾跃亭不会再次“跳票”，毕竟在此之前，贾跃亭以及FF前任全球CEO毕福康，曾分别宣布FF91在2018、2020以及2022年量产，结果车还是没见到踪影。</p><p>况且这一次，法拉第方面还很鸡贼的加了个“资金都到账”的定语，万一再度跳票，也有充分的理由开脱。</p><p>不过，大家对贾跃亭的宽容度已经是非常高了，毕竟一个车企造车八年却始终无法量产，但仍然能一笔又一笔拉来投资，贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？</p><p><b>1 人没回国，车已先至</b></p><p>就在CEO陈雪峰官宣将在今年4月量产交付FF91的前一天，贾跃亭已经迫不及待地为新车造势，其在社交媒体上发文称，首辆最新的FF 91 Futurist准量产车已经运抵上海，将进行本地化测试验证，并表示这是FF产品进入中国市场的正式开端。</p><p><img src=\"https://static.tigerbbs.com/b97a3ef37c80984d0b0d85f30f660ccf\" tg-width=\"625\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>贾跃亭果然是擅长营销的人才，即便只是测试车进入中国，但FF官方微博仍直接为此做了一条视频宣传片，并在视频结尾大大的写上了“你好中国”，差点都要忘记FF原本就应该是一辆“中国车”。</p><p>但有一说一，FF如此重视中国市场，也并非没有原因，纵观全球，到底还是中国市场最香，无论是产业成熟度还是市场接受程度都要高于欧美地区。</p><p>就在春节前夕，FF表示已与中国黄冈市达成了不具约束力的合作框架协议，根据双方签署的框架协议，<b>未来的FF中国总部将迁至黄冈市，同时保留其位于美国加州洛杉矶的全球总部。</b></p><p>外界更称FF的这一波操作是帮助贾跃亭“曲线回国”，拿下黄冈市的合作项目后，FF将获得包括政策、资金、区位、产业链等资源的协作，对于未来FF在国内量产以及销售都大有裨益。</p><p>而拉上区域城市为自己站台的操作，贾跃亭也并非第一次尝试，早在2017年和2021年，FF就曾在广州南沙以及珠海市成立过公司，彼时就有猜测称FF的生产基地可能将落户在此两个城市，只是最后均不了了之。</p><p>值得一提的是，在FF单方面公布与黄冈市达成合作后，外界却发现相关部门的回应并不热烈，甚至可以说并不知详情。从这一点来推测，黄冈市政府或许基于盘活当地汽车产业而选择与FF合作，但相较而言，FF寻找中国项目落地的心情或许会更加迫切。</p><p><img src=\"https://static.tigerbbs.com/ac86049a94b0a578f91342e5602964f7\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>换一个角度来看，贾跃亭也不得不承认，海外市场不好做，还是中国市场香。从市场规模来看，2022年我国新能源汽车的销量为688.7万辆，仍保持近100% 的同比增长，并连续8年保持全球第一。</p><p>虽然考虑市场密度以及补贴退坡的影响，今年新能源车市场的增长速度或许会放缓，但纵观全球，也再难找到比中国更具有活力的市场了。</p><p>而另一方面，贾跃亭虽然长期深陷债务违约的负面新闻，但有讨论度也意味着有流量，光从这一点来看，贾跃亭个人的影响力还是能为FF“国产化”带来不少热度。因此，不管要兜多大一个弯，贾跃亭还是要“回国”的。</p><p><b>2 八年画饼，终见真章</b></p><p>不过，尽管贾跃亭一直活跃在线上，包括旗下的乐视公司也一直在立“欠债还钱”的人设，但到底FF能不能把车造出来，外界一直都不看好，甚至将贾跃亭造车视为“PPT造车”的代表。</p><p>外界并不看好贾跃亭，说到底还是跟资金有关。造车8年，FF曾不止一次陷入资金链断裂、破产等传闻中。</p><p>2017年1月的美国拉斯维加斯CES展上，贾跃亭曾表示将在2个月后发售首批300辆FF91梦想合伙人版本。但同年7月，贾跃亭搭上前往美国的飞机后便一去不回，同时由于资金断裂，FF加州汉福德工厂的建设被迫搁浅。</p><p>此后，FF陆续拿下包括来自恒大集团、Birch Lake Fund 、游戏公司第九城市的多笔融资，2021年年初，FF以SPAC的方式借壳登陆纳斯达克市场，成功融资10亿美元，据不完全统计，上市之后，FF拿下的融资金额估计在20亿美元以上。</p><p>但20亿美元却还是不够“烧”，<b>据公司2022年三季报显示，公司的账面现金仅剩3000多万美元。</b></p><p><img src=\"https://static.tigerbbs.com/4bad281450533ccb3ea638ce8a88118e\" tg-width=\"871\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p>这或许也是为什么CEO陈雪峰在官宣“量产”时提到了“在资金都到账的情况下（才能量产）”，因为FF刚获得 1.35 亿美元（约超9亿元人民币）的融资，目前FF已拿到了第一笔5000万美元的资金，能不能量产，就看钱能不能都到账了。</p><p>而且，FF不仅资金链一直在危险边缘徘徊，管理层也在不断轮换，包括贾跃亭自己，也曾在管理层里上演“宫斗大戏”。</p><p>去年4月，FF董事会发布了一份文件，称贾跃亭已被解除执行官职务，但仅不到半年，贾跃亭就率FF合伙人公司成功重组上市公司董事会，再次杀回FF管理层。贾总造车不行，但宫斗能力绝对是跟甄嬛学的。</p><p>此外，FF的CEO也多次换人，极擅长资本运作的贾跃亭外甥王佳伟也在2022年4月的“宫斗”中一同离职。</p><p>长达8年的时间里，FF一直都在“画饼”，但投资人却始终愿意“吃饼”。难怪有网友表示，如果贾跃亭愿意回国卖课，自己一定为此买单，比起创业能力，贾跃亭的“画饼能力”显然更值得学习。</p><p><b>3 四月量产，前景几何</b></p><p>曾有网友表示，贾跃亭卖的不是车，而是梦想，虽然是一句玩笑话，但也能看出贾跃亭为什么能让外界苦等FF91八年之久。</p><p>一方面，虽然FF91尚未量产，但其产品力却没有停留在8年前。回顾FF91六年前的首发，其不少造型设计放在今天来看，也并不显得与时代脱节，比如无边界的格栅前脸、贯穿式尾灯等设计，也是如今不少运动型轿车的配置。</p><p>此外，FF近日宣布，在PT Gen 1.0升级至PT Gen 2.0已在FF91 的最终测试和验证方面取得进展，<b>升级内容包括动力总成、电池、充电、底盘、内饰等13项关键升级，以及从计算、传感、通信、用户交互到I.A.I最新技术的13项关键升级。</b></p><p><img src=\"https://static.tigerbbs.com/3a983c280f59e015fa40f907c1a2a3af\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>另一方面，贾跃亭谈下来的几笔融资，其实并非单纯的“索要”关系，而是“互相需要”。比如当初跟恒大谈融资，站在新能源车风口，恒大确实急需一个靠谱的合作伙伴，而贾跃亭恰好补上了造车能力这一块缺口，只是谁能想到恒大比贾跃亭先倒下了呢？</p><p>最后，贾跃亭自身极擅长营销，从FF91的定位来看，高达200万元的车价，某种程度也避开了市面上大部分新能源汽车的市场定位，如果说理想是针对“奶爸”打造的品牌及产品，那么FF的定位也非常聚焦，或许能从中打开一个差异化市场也说不定，而资本看中的，或许也是这份“独特性”。</p><p>目前来看，假如资金到位，这一次FF91量产，或许真的有机会落地。但量产以后的仗，或许才会更难打，从量产到建厂，再到中国本土化，跟特斯拉不同，FF的造车能力尚未被验证，光靠营销，恐怕很难赢得消费者的青睐。</p></body></html>","source":"lsy1577693836437","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>贾跃亭八年画饼，法拉第未来下月交车？</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贾跃亭八年画饼，法拉第未来下月交车？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-15 14:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/b7_CN-usLSublzSky3DxYQ><strong>螺旋实验室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个车企造车八年却始终无法量产，但仍然能一笔又一笔拉来投资，贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？情人节当天，贾跃亭在大洋彼岸为投资人们送上了一份“大礼”，那就是苦苦造车八年的法拉第未来，终于“又”可以实现量产交付了。据中国证券报消息称，法拉第未来全球首席CEO陈雪峰表示，FF将于2023年3月底开始生产可销售的FF 91Futurist，在资金都到账的情况下，车辆将于4月初下线，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b7_CN-usLSublzSky3DxYQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s/b7_CN-usLSublzSky3DxYQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181227430","content_text":"一个车企造车八年却始终无法量产，但仍然能一笔又一笔拉来投资，贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？情人节当天，贾跃亭在大洋彼岸为投资人们送上了一份“大礼”，那就是苦苦造车八年的法拉第未来，终于“又”可以实现量产交付了。据中国证券报消息称，法拉第未来全球首席CEO陈雪峰表示，FF将于2023年3月底开始生产可销售的FF 91Futurist，在资金都到账的情况下，车辆将于4月初下线，并于4月底前交付。不过，离4月的交付日还有一个多月，谁也不能保证贾跃亭不会再次“跳票”，毕竟在此之前，贾跃亭以及FF前任全球CEO毕福康，曾分别宣布FF91在2018、2020以及2022年量产，结果车还是没见到踪影。况且这一次，法拉第方面还很鸡贼的加了个“资金都到账”的定语，万一再度跳票，也有充分的理由开脱。不过，大家对贾跃亭的宽容度已经是非常高了，毕竟一个车企造车八年却始终无法量产，但仍然能一笔又一笔拉来投资，贾跃亭和法拉第未来，到底是给投资人们施了什么“魔法”？1 人没回国，车已先至就在CEO陈雪峰官宣将在今年4月量产交付FF91的前一天，贾跃亭已经迫不及待地为新车造势，其在社交媒体上发文称，首辆最新的FF 91 Futurist准量产车已经运抵上海，将进行本地化测试验证，并表示这是FF产品进入中国市场的正式开端。贾跃亭果然是擅长营销的人才，即便只是测试车进入中国，但FF官方微博仍直接为此做了一条视频宣传片，并在视频结尾大大的写上了“你好中国”，差点都要忘记FF原本就应该是一辆“中国车”。但有一说一，FF如此重视中国市场，也并非没有原因，纵观全球，到底还是中国市场最香，无论是产业成熟度还是市场接受程度都要高于欧美地区。就在春节前夕，FF表示已与中国黄冈市达成了不具约束力的合作框架协议，根据双方签署的框架协议，未来的FF中国总部将迁至黄冈市，同时保留其位于美国加州洛杉矶的全球总部。外界更称FF的这一波操作是帮助贾跃亭“曲线回国”，拿下黄冈市的合作项目后，FF将获得包括政策、资金、区位、产业链等资源的协作，对于未来FF在国内量产以及销售都大有裨益。而拉上区域城市为自己站台的操作，贾跃亭也并非第一次尝试，早在2017年和2021年，FF就曾在广州南沙以及珠海市成立过公司，彼时就有猜测称FF的生产基地可能将落户在此两个城市，只是最后均不了了之。值得一提的是，在FF单方面公布与黄冈市达成合作后，外界却发现相关部门的回应并不热烈，甚至可以说并不知详情。从这一点来推测，黄冈市政府或许基于盘活当地汽车产业而选择与FF合作，但相较而言，FF寻找中国项目落地的心情或许会更加迫切。换一个角度来看，贾跃亭也不得不承认，海外市场不好做，还是中国市场香。从市场规模来看，2022年我国新能源汽车的销量为688.7万辆，仍保持近100% 的同比增长，并连续8年保持全球第一。虽然考虑市场密度以及补贴退坡的影响，今年新能源车市场的增长速度或许会放缓，但纵观全球，也再难找到比中国更具有活力的市场了。而另一方面，贾跃亭虽然长期深陷债务违约的负面新闻，但有讨论度也意味着有流量，光从这一点来看，贾跃亭个人的影响力还是能为FF“国产化”带来不少热度。因此，不管要兜多大一个弯，贾跃亭还是要“回国”的。2 八年画饼，终见真章不过，尽管贾跃亭一直活跃在线上，包括旗下的乐视公司也一直在立“欠债还钱”的人设，但到底FF能不能把车造出来，外界一直都不看好，甚至将贾跃亭造车视为“PPT造车”的代表。外界并不看好贾跃亭，说到底还是跟资金有关。造车8年，FF曾不止一次陷入资金链断裂、破产等传闻中。2017年1月的美国拉斯维加斯CES展上，贾跃亭曾表示将在2个月后发售首批300辆FF91梦想合伙人版本。但同年7月，贾跃亭搭上前往美国的飞机后便一去不回，同时由于资金断裂，FF加州汉福德工厂的建设被迫搁浅。此后，FF陆续拿下包括来自恒大集团、Birch Lake Fund 、游戏公司第九城市的多笔融资，2021年年初，FF以SPAC的方式借壳登陆纳斯达克市场，成功融资10亿美元，据不完全统计，上市之后，FF拿下的融资金额估计在20亿美元以上。但20亿美元却还是不够“烧”，据公司2022年三季报显示，公司的账面现金仅剩3000多万美元。这或许也是为什么CEO陈雪峰在官宣“量产”时提到了“在资金都到账的情况下（才能量产）”，因为FF刚获得 1.35 亿美元（约超9亿元人民币）的融资，目前FF已拿到了第一笔5000万美元的资金，能不能量产，就看钱能不能都到账了。而且，FF不仅资金链一直在危险边缘徘徊，管理层也在不断轮换，包括贾跃亭自己，也曾在管理层里上演“宫斗大戏”。去年4月，FF董事会发布了一份文件，称贾跃亭已被解除执行官职务，但仅不到半年，贾跃亭就率FF合伙人公司成功重组上市公司董事会，再次杀回FF管理层。贾总造车不行，但宫斗能力绝对是跟甄嬛学的。此外，FF的CEO也多次换人，极擅长资本运作的贾跃亭外甥王佳伟也在2022年4月的“宫斗”中一同离职。长达8年的时间里，FF一直都在“画饼”，但投资人却始终愿意“吃饼”。难怪有网友表示，如果贾跃亭愿意回国卖课，自己一定为此买单，比起创业能力，贾跃亭的“画饼能力”显然更值得学习。3 四月量产，前景几何曾有网友表示，贾跃亭卖的不是车，而是梦想，虽然是一句玩笑话，但也能看出贾跃亭为什么能让外界苦等FF91八年之久。一方面，虽然FF91尚未量产，但其产品力却没有停留在8年前。回顾FF91六年前的首发，其不少造型设计放在今天来看，也并不显得与时代脱节，比如无边界的格栅前脸、贯穿式尾灯等设计，也是如今不少运动型轿车的配置。此外，FF近日宣布，在PT Gen 1.0升级至PT Gen 2.0已在FF91 的最终测试和验证方面取得进展，升级内容包括动力总成、电池、充电、底盘、内饰等13项关键升级，以及从计算、传感、通信、用户交互到I.A.I最新技术的13项关键升级。另一方面，贾跃亭谈下来的几笔融资，其实并非单纯的“索要”关系，而是“互相需要”。比如当初跟恒大谈融资，站在新能源车风口，恒大确实急需一个靠谱的合作伙伴，而贾跃亭恰好补上了造车能力这一块缺口，只是谁能想到恒大比贾跃亭先倒下了呢？最后，贾跃亭自身极擅长营销，从FF91的定位来看，高达200万元的车价，某种程度也避开了市面上大部分新能源汽车的市场定位，如果说理想是针对“奶爸”打造的品牌及产品，那么FF的定位也非常聚焦，或许能从中打开一个差异化市场也说不定，而资本看中的，或许也是这份“独特性”。目前来看，假如资金到位，这一次FF91量产，或许真的有机会落地。但量产以后的仗，或许才会更难打，从量产到建厂，再到中国本土化，跟特斯拉不同，FF的造车能力尚未被验证，光靠营销，恐怕很难赢得消费者的青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625625795,"gmtCreate":1676447993517,"gmtModify":1676447995416,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"加油老贾，相信你不光会让投资者因梦想窒息[贱笑]&nbsp;","listText":"加油老贾，相信你不光会让投资者因梦想窒息[贱笑]&nbsp;","text":"加油老贾，相信你不光会让投资者因梦想窒息[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625625795","repostId":"1181227430","repostType":4,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625895350,"gmtCreate":1676349176270,"gmtModify":1676349177345,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CJJD\">$九洲大药房(CJJD)$&nbsp;</a>看不懂了，为什么能涨成这样？","listText":"<a href=\"https://laohu8.com/S/CJJD\">$九洲大药房(CJJD)$&nbsp;</a>看不懂了，为什么能涨成这样？","text":"$九洲大药房(CJJD)$ 看不懂了，为什么能涨成这样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625895350","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626076731,"gmtCreate":1673600703123,"gmtModify":1673600705556,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"不要急","listText":"不要急","text":"不要急","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626076731","repostId":"1164463684","repostType":2,"repost":{"id":"1164463684","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673600461,"share":"https://www.laohu8.com/m/news/1164463684?lang=&edition=full","pubTime":"2023-01-13 17:01","market":"us","language":"zh","title":"特斯拉盘前跌超5%，此前在美国和欧洲降价","url":"https://stock-news.laohu8.com/highlight/detail?id=1164463684","media":"老虎资讯综合","summary":"1月13日周五，特斯拉美股盘前跌超5%，此前在美国和欧洲下调电动汽车价格。","content":"<html><head></head><body><p>1月13日周五，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股盘前跌超5%，此前在美国和欧洲下调电动汽车价格。</p><p><img src=\"https://static.tigerbbs.com/aaaa6c52dd4d91c51d8a217aec59f3f1\" tg-width=\"449\" tg-height=\"422\" width=\"100%\" height=\"auto\"/></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>特斯拉盘前跌超5%，此前在美国和欧洲降价</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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特斯拉盘前跌超5%，此前在美国和欧洲降价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-01-13 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月13日周五，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股盘前跌超5%，此前在美国和欧洲下调电动汽车价格。</p><p><img src=\"https://static.tigerbbs.com/aaaa6c52dd4d91c51d8a217aec59f3f1\" tg-width=\"449\" tg-height=\"422\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164463684","content_text":"1月13日周五，特斯拉美股盘前跌超5%，此前在美国和欧洲下调电动汽车价格。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628886847,"gmtCreate":1673015652089,"gmtModify":1673015655296,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628886847","repostId":"1121380085","repostType":2,"repost":{"id":"1121380085","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673011247,"share":"https://www.laohu8.com/m/news/1121380085?lang=&edition=full","pubTime":"2023-01-06 21:20","market":"us","language":"zh","title":"老虎锐评 | 马斯克做了他这半年来最正确的事","url":"https://stock-news.laohu8.com/highlight/detail?id=1121380085","media":"老虎锐评","summary":"在讲特斯拉之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分","content":"<html><head></head><body><p>在讲<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分析说出来日本央行为什么要变鹰，动机都不分析怎么能说服我。昨天日本央行表态，不着急调整利率，最近日本央行还增加了债券回购。我们从汇率更能看出问题，下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场，目前的日元汇率基本上收复了大部分失地。</p><p><img src=\"https://static.tigerbbs.com/e1cd31792877e60cb8c188ee0eea7a69\" tg-width=\"1866\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>有时候市场就是会一致性错误认知，市场也会跟着错误的方向走，但是经过一段时间之后，市场还是会找准方向，但这个时间有时候会比较漫长。</p><p>特斯拉在中国宣布大幅降价，惊吓了全中国和全世界，现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动，多头情绪崩溃（如果今天股价破100，那会再一次引发恐慌）。逻辑很简单，卖不出就要降价，降价就是不好的事情。特斯拉股价将继续承压，但我认为马斯克做了他这半年来最正确的事。</p><p>昨天有新闻说一家美国公司准备申请破产，Bed Bath Beyond。这家公司其实早就应该破产了，但是由于新冠期间资金的充裕（政府和私人），所以一直苟活着。看了华尔街日报的报道，有3个原因导致公司决定申请破产：1，再也没法融资；2，供应商不接受欠款；3，销售数据下降。这件事情就暗示着，随着<b>当前美国利率高企，私人融资环境紧张，全球消费都在降级，那么会有更多公司进入破产。电动车行业百花齐放不是常态，早就应该要有破产。</b></p><p><b>特斯拉选择在这个节骨眼上来打价格战，就像利用大盘下跌的时候，去做空有问题的股票。</b></p><p>对于绝大部分电动车企来说，现在正处于烧钱上产量的阶段，当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去，毛利也高，现在不打价格战难道等竞争对手都羽翼丰满再来打吗？</p><p>对于特斯拉来说，毛利率会下来，产量会上去，现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义，当下这个口，多头没有信心，空头信心爆棚，媒体又喜欢写特斯拉负面新闻，散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000，现在大家的目光只集中在自损100上面，特斯拉短期股价必定难看。</p><p>昨晚港股市场中概电动先跌，可能跌幅还不够。特斯拉这个降价措施，没有任何一家电动车扛得住，不再是交付量问题，而是生存问题。跟着特斯拉一起降价，自己就是赔本生意，不跟着特斯拉一起降价，那交付量要暴跌。别说卖情怀了，经济利益面前，大家都会选择质优价廉的产品。除了电动车厂商，传统油车厂商也会如坐针毡。</p><p>当年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>面对市场消费下滑的时候，也推出了低价版iPhone的策略，这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量，和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明，好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。</p><p>不要去纠结特斯拉还会跌10%还是20%，更应该思考电动三宝是跌30%还是50%。当然，如果价格大战持续，那么国内主管部门约谈是有可能，特斯拉即使只降价2次，对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机，谁还会去买安卓手机？特斯拉的降价策略应该会扩展到全球，现在老外传统车厂还在烧钱研发或者修厂房，进度比三宝还落后，生存更是令人担忧。</p><p>马斯克做了他这半年来最正确的事。</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>老虎锐评 | 马斯克做了他这半年来最正确的事</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老虎锐评 | 马斯克做了他这半年来最正确的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-06 21:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在讲<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分析说出来日本央行为什么要变鹰，动机都不分析怎么能说服我。昨天日本央行表态，不着急调整利率，最近日本央行还增加了债券回购。我们从汇率更能看出问题，下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场，目前的日元汇率基本上收复了大部分失地。</p><p><img src=\"https://static.tigerbbs.com/e1cd31792877e60cb8c188ee0eea7a69\" tg-width=\"1866\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>有时候市场就是会一致性错误认知，市场也会跟着错误的方向走，但是经过一段时间之后，市场还是会找准方向，但这个时间有时候会比较漫长。</p><p>特斯拉在中国宣布大幅降价，惊吓了全中国和全世界，现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动，多头情绪崩溃（如果今天股价破100，那会再一次引发恐慌）。逻辑很简单，卖不出就要降价，降价就是不好的事情。特斯拉股价将继续承压，但我认为马斯克做了他这半年来最正确的事。</p><p>昨天有新闻说一家美国公司准备申请破产，Bed Bath Beyond。这家公司其实早就应该破产了，但是由于新冠期间资金的充裕（政府和私人），所以一直苟活着。看了华尔街日报的报道，有3个原因导致公司决定申请破产：1，再也没法融资；2，供应商不接受欠款；3，销售数据下降。这件事情就暗示着，随着<b>当前美国利率高企，私人融资环境紧张，全球消费都在降级，那么会有更多公司进入破产。电动车行业百花齐放不是常态，早就应该要有破产。</b></p><p><b>特斯拉选择在这个节骨眼上来打价格战，就像利用大盘下跌的时候，去做空有问题的股票。</b></p><p>对于绝大部分电动车企来说，现在正处于烧钱上产量的阶段，当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去，毛利也高，现在不打价格战难道等竞争对手都羽翼丰满再来打吗？</p><p>对于特斯拉来说，毛利率会下来，产量会上去，现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义，当下这个口，多头没有信心，空头信心爆棚，媒体又喜欢写特斯拉负面新闻，散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000，现在大家的目光只集中在自损100上面，特斯拉短期股价必定难看。</p><p>昨晚港股市场中概电动先跌，可能跌幅还不够。特斯拉这个降价措施，没有任何一家电动车扛得住，不再是交付量问题，而是生存问题。跟着特斯拉一起降价，自己就是赔本生意，不跟着特斯拉一起降价，那交付量要暴跌。别说卖情怀了，经济利益面前，大家都会选择质优价廉的产品。除了电动车厂商，传统油车厂商也会如坐针毡。</p><p>当年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>面对市场消费下滑的时候，也推出了低价版iPhone的策略，这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量，和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明，好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。</p><p>不要去纠结特斯拉还会跌10%还是20%，更应该思考电动三宝是跌30%还是50%。当然，如果价格大战持续，那么国内主管部门约谈是有可能，特斯拉即使只降价2次，对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机，谁还会去买安卓手机？特斯拉的降价策略应该会扩展到全球，现在老外传统车厂还在烧钱研发或者修厂房，进度比三宝还落后，生存更是令人担忧。</p><p>马斯克做了他这半年来最正确的事。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121380085","content_text":"在讲特斯拉之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分析说出来日本央行为什么要变鹰，动机都不分析怎么能说服我。昨天日本央行表态，不着急调整利率，最近日本央行还增加了债券回购。我们从汇率更能看出问题，下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场，目前的日元汇率基本上收复了大部分失地。有时候市场就是会一致性错误认知，市场也会跟着错误的方向走，但是经过一段时间之后，市场还是会找准方向，但这个时间有时候会比较漫长。特斯拉在中国宣布大幅降价，惊吓了全中国和全世界，现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动，多头情绪崩溃（如果今天股价破100，那会再一次引发恐慌）。逻辑很简单，卖不出就要降价，降价就是不好的事情。特斯拉股价将继续承压，但我认为马斯克做了他这半年来最正确的事。昨天有新闻说一家美国公司准备申请破产，Bed Bath Beyond。这家公司其实早就应该破产了，但是由于新冠期间资金的充裕（政府和私人），所以一直苟活着。看了华尔街日报的报道，有3个原因导致公司决定申请破产：1，再也没法融资；2，供应商不接受欠款；3，销售数据下降。这件事情就暗示着，随着当前美国利率高企，私人融资环境紧张，全球消费都在降级，那么会有更多公司进入破产。电动车行业百花齐放不是常态，早就应该要有破产。特斯拉选择在这个节骨眼上来打价格战，就像利用大盘下跌的时候，去做空有问题的股票。对于绝大部分电动车企来说，现在正处于烧钱上产量的阶段，当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去，毛利也高，现在不打价格战难道等竞争对手都羽翼丰满再来打吗？对于特斯拉来说，毛利率会下来，产量会上去，现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义，当下这个口，多头没有信心，空头信心爆棚，媒体又喜欢写特斯拉负面新闻，散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000，现在大家的目光只集中在自损100上面，特斯拉短期股价必定难看。昨晚港股市场中概电动先跌，可能跌幅还不够。特斯拉这个降价措施，没有任何一家电动车扛得住，不再是交付量问题，而是生存问题。跟着特斯拉一起降价，自己就是赔本生意，不跟着特斯拉一起降价，那交付量要暴跌。别说卖情怀了，经济利益面前，大家都会选择质优价廉的产品。除了电动车厂商，传统油车厂商也会如坐针毡。当年苹果面对市场消费下滑的时候，也推出了低价版iPhone的策略，这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量，和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明，好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。不要去纠结特斯拉还会跌10%还是20%，更应该思考电动三宝是跌30%还是50%。当然，如果价格大战持续，那么国内主管部门约谈是有可能，特斯拉即使只降价2次，对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机，谁还会去买安卓手机？特斯拉的降价策略应该会扩展到全球，现在老外传统车厂还在烧钱研发或者修厂房，进度比三宝还落后，生存更是令人担忧。马斯克做了他这半年来最正确的事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628886917,"gmtCreate":1673015547639,"gmtModify":1673015548677,"author":{"id":"4088292861070430","authorId":"4088292861070430","name":"虎渣渣","avatar":"https://static.tigerbbs.com/de2478c72e597ba1ca7cc3bc0c4e5430","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088292861070430","idStr":"4088292861070430"},"themes":[],"htmlText":"<a 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