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Johnsonk

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- JohnsonkJohnsonk
  ·04-09
  你的意思是欧洲对中国对等关税了？
  295 评论
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- JohnsonkJohnsonk
  ·04-07
  中国人，对经济上的制裁并不敏感，不要怕因为这些受抵制，西方还是对农耕社会的人民不了解
  非常抱歉，此主贴已删除
  207 评论
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- JohnsonkJohnsonk
  ·03-27
  2019年8月20日，我那未成年的表弟拿着我所有的钱都买了特斯拉股票，整整170万啊，这几年我一直在申诉未成年人退款的事，现在我有点不想申诉了
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- JohnsonkJohnsonk
  ·03-27
  19年9月，我那未成年的表弟拿着我所有的钱都买了特斯拉股票，整整170万啊，这几年我一直在申诉未成年人退款的事，现在我有点不想申诉了
  508 评论
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- JohnsonkJohnsonk
  ·03-27
  有点东西
  470 评论
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- JohnsonkJohnsonk
  ·03-26
  Replying to @港乜嘢吖:原来抄底的含义是要等到涨，涨见识了//@港乜嘢吖:昨晚想抄底来着，结果开盘看是跌的就想再等等，结果还在继续涨！错失良机！
  224 评论
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- JohnsonkJohnsonk
  ·03-12
  停产，更新新产线，哪有MY可以卖
  511 评论
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- JohnsonkJohnsonk
  ·03-10
  万变不离其宗，就是刹车失灵的老套路
  腰斩！特斯拉口碑崩了
  口碑崩塌
  腰斩！特斯拉口碑崩了
  135 评论
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to <a href=\"https://laohu8.com/U/4130377405762172\">@港乜嘢吖</a>:原来抄底的含义是要等到涨，涨见识了//<a href=\"https://laohu8.com/U/4130377405762172\">@港乜嘢吖</a>:昨晚想抄底来着，结果开盘看是跌的就想再等等，结果还在继续涨！错失良机！","listText":"Replying to <a href=\"https://laohu8.com/U/4130377405762172\">@港乜嘢吖</a>:原来抄底的含义是要等到涨，涨见识了//<a href=\"https://laohu8.com/U/4130377405762172\">@港乜嘢吖</a>:昨晚想抄底来着，结果开盘看是跌的就想再等等，结果还在继续涨！错失良机！","text":"Replying to @港乜嘢吖:原来抄底的含义是要等到涨，涨见识了//@港乜嘢吖:昨晚想抄底来着，结果开盘看是跌的就想再等等，结果还在继续涨！错失良机！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417724336894232","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412671507243528,"gmtCreate":1741788992085,"gmtModify":1741788994077,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"htmlText":"停产，更新新产线，哪有MY可以卖","listText":"停产，更新新产线，哪有MY可以卖","text":"停产，更新新产线，哪有MY可以卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412671507243528","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411841817862568,"gmtCreate":1741580581991,"gmtModify":1741580583947,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"themes":[],"htmlText":"万变不离其宗，就是刹车失灵的老套路","listText":"万变不离其宗，就是刹车失灵的老套路","text":"万变不离其宗，就是刹车失灵的老套路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411841817862568","repostId":"2518288759","repostType":2,"repost":{"id":"2518288759","kind":"highlight","pubTimestamp":1741526711,"share":"https://www.laohu8.com/m/news/2518288759?lang=&edition=full","pubTime":"2025-03-09 21:25","market":"hk","language":"zh","title":"腰斩！特斯拉口碑崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=2518288759","media":"格隆汇","summary":"口碑崩塌","content":"<html><body><p><img src=\"https://img3.gelonghui.com/aa7fa-58b3f0ea-5ea5-40bb-af95-2af4641dc2ea.jpg?guru_height=853&amp;guru_width=1280\"/></p><p><span><span><img src=\"https://img3.gelonghui.com/b83a5-cdd2dac5-3ed0-4a4c-8f97-cda3c6eb5eb0.jpg?guru_height=44&amp;guru_width=1080\"/></span></span></p><p><span><span><span>马斯克在政坛大杀四方、春风得意，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的日子却不太好过。</span></span></span></p><p><span><span><span>过去两个多月，特斯拉的股价，从</span></span><span><span>488</span></span><span><span>美元跌到现在的</span></span><span><span>263</span></span><span><span>美元，接近腰斩。</span></span></span></p><p><span><span><span>这背后，是特斯拉在全球市场遭遇滑铁卢，尤其是欧洲市场。</span></span></span></p><p><span><span><span>整个欧洲，交付量同比下降</span></span><span><span>46%</span></span><span><span>。</span></span></span></p><p><span><span><span>除了降幅最低的英国（</span></span><span><span>18%</span></span><span><span>），其他国家基本都下降三分之一以上。</span></span></span></p><p><span><span><span>讽刺的是，同期欧洲纯电动车整体销量增长</span></span><span><span>37%</span></span><span><span>。</span></span></span></p><p><span><img src=\"https://img3.gelonghui.com/78c5b-df32454a-8b8f-46a4-a403-7c9df2139769.png?guru_height=742&amp;guru_width=1080\"/></span></p><p><span><span><span>并非是车和市场出了什么问题。</span></span></span></p><p><span><span><span>很大程度上，完全就是马斯克本人的锅。</span></span></span></p><h3><strong><span><font color=\"#3daad6\"><br/></font></span></strong></h3><h3><strong><span><font color=\"#3daad6\">01</font></span></strong></h3><h3><span><strong><span><font color=\"#3daad6\">抗议席卷全球</font></span></strong></span></h3><div><span><strong><span><font color=\"#3daad6\"><br/></font></span></strong></span></div><p><span><span><span>不得不说，至少对欧洲人而言，马斯克的某些做法确实过分了。</span></span></span></p><p><span><span><span>他威胁撤回对乌克兰的星链支持、冻结美国对外援助，甚至将国际开发署称为</span></span><span><span>“毒蛇窝”。</span></span></span></p><p><span><span><span>在很多人看来，马斯克已从科技领袖蜕变为</span></span><span><span>“政治投机者”，特斯拉的品牌形象也彻底沦为牺牲品……</span></span></span></p><p><span><span><span>2</span></span><span><span>月</span></span><span><span>23</span></span><span><span>日，德国举行大选。</span></span></span></p><p><span><span><span>当天早上，马斯克在</span></span><span><span>X</span></span><span><span>上公开喊话，支持德国选择党（</span></span><span><span>AfD</span></span><span><span>）——能救美国的只有川普，能救德国的只有</span></span><span><span>AfD</span></span><span><span>。</span></span></span></p><p><span><img src=\"https://img3.gelonghui.com/597ad-1f90825f-82e8-4f3b-9cf4-31df2d5b9a0c.png?guru_height=276&amp;guru_width=437\"/></span></p><p><span><span><span>AfD</span></span><span><span>成立于</span></span><span><span>2013</span></span><span><span>年，是一个极右翼政党，被普遍认为是德国新纳粹党。</span></span></span></p><p><span><span><span>成功干涉了美国大选，现在还想对德国指手画脚？</span></span></span></p><p><span><span><span>此举彻底激怒了部分德国人，本届大选投票率飙升至</span></span><span><span>84%</span></span><span><span>，创</span></span><span><span>90</span></span><span><span>年代以来最高记录。</span></span></span></p><p><span><span><span>如果不算</span></span><span><span>250</span></span><span><span>万穆斯林选民，这个数据还会更高……</span></span></span></p><p><span><span><span>结果大爆冷门，基督教民主联盟（</span></span><span><span>CDU/CSU</span></span><span><span>）以</span></span><span><span>29%</span></span><span><span>的支持率胜出，</span></span><span><span>AfD</span></span><span><span>以</span></span><span><span>19.5%</span></span><span><span>的支持率位居第二。</span></span></span></p><p><span><img src=\"https://img3.gelonghui.com/612b7-40f581bf-7f80-465d-bf3e-84f13b2161d0.png?guru_height=819&amp;guru_width=697\"/></span></p><p><span><span><span>CDU/CSU</span></span><span><span>虽然赢了，却创下历史第二差的记录；</span></span><span><span>AfD</span></span><span><span>虽然输了，却跃升为第二大党。</span></span></span></p><p><span><span><span>德国确实已经右转，但因为马斯克引起的强烈反感，好在还没那么彻底。</span></span></span></p><p><span><span><span>默茨明确表示，不会选择与</span></span><span><span>AfD</span></span><span><span>结盟</span></span></span><span><span><span>，并直言马斯克的行为</span></span><span><span>“令人不齿”。</span></span></span></p><p><span><span><span>恨屋及乌，特斯拉在德国销量暴跌</span></span><span><span>60%</span></span><span><span>。</span></span></span></p><p><span><span><span>简单的数字背后，是一连串的不和谐事件。</span></span></span></p><p><span><span><span>大选结果揭晓当晚，柏林超级充电站的特斯拉车机屏，集体播放《辛德勒名单》；慕尼黑特斯拉体验店外墙，被抗议人群喷上</span></span><span><span>“技术纳粹”字符……</span></span></span></p><p><span><span><span>勃兰登堡工厂因高压电线被左翼组织</span></span><span><span>“火山集团”纵火而停产两周，损失数亿欧元。</span></span></span></p><p><span><span><span>更早之前，去年</span></span><span><span>5</span></span><span><span>月，“颠覆特斯拉”组织近千名抗议者包围德国超级工厂，反对扩建计划。</span></span></span></p><p><span><span><span>示威者封锁高速公路和铁轨，使用烟火和油漆破坏车辆，并与警方发生冲突，导致多人受伤。</span></span></span></p><p><span><span><span>马斯克却怒斥德国警方不作为</span></span><span><span>……工会施压，柏林工厂陷入裁员、停工、抗议的恶性循环。</span></span></span></p><p><span><span><span>今年</span></span><span><span>3</span></span><span><span>月，因为电力供应问题，柏林工厂甚至停工了一整个星期。</span></span></span></p><p><span><span><span>全球新能源车的领头羊，居然缺电，这无疑是极大的讽刺。</span></span></span></p><p><span><img src=\"https://img3.gelonghui.com/d2116-bf15d486-515b-4e29-82b0-d775110cae59.png?guru_height=619&amp;guru_width=1033\"/></span></p><p><span><span><span>德国民众的做法总体还算温和，法国民间则直接进入到暴力阶段。</span></span></span></p><p><span><span><span>马克龙虽未点名，但公开批评</span></span><span><span>“有影响力人物干预欧洲民主”。</span></span></span></p><p><span><span><span>极端组织公开号召</span></span><span><span>“烧毁特斯拉”，威胁全国范围内的门店安全。</span></span></span></p><p><span><span><span>3</span></span><span><span>月</span></span><span><span>3</span></span><span><span>日，法国图卢兹特斯拉门店发生火灾，</span></span><span><span>12</span></span><span><span>两特斯拉车被烧毁，警方初步判断是人为纵火。</span></span></span></p><p><span><span><span>有的司机，因为开特斯拉而接不到单。</span></span></span></p><p><span><span><span>最狠的是，有些车主明知犯法，也要抠掉车标，强行把特斯拉</span></span><span><span>LOGO</span></span><span><span>换成别的牌子。</span></span></span></p><p><span><span><span>这股浪潮，甚至已经不仅仅局限于特斯拉，而是蔓延到了所有美国商品。</span></span></span></p><p><span><span><span>目前，法国民众在脸书上组建</span></span><span><span>“抵制美国：购买法国产品”的群组，相互鼓励在日常消费中用法国或欧洲产品替代<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、帮宝适等美国产品的方案。</span></span></span></p><p><span><span><span>……</span></span></span></p><p><span><span><span>除此之外。</span></span></span></p><p><span><span><span>瑞典工会联合抵制，邮政员工拒绝为特斯拉车主派送车牌，电工、港口工人等多行业工会联合抵制，要求特斯拉签署集体劳工协议。</span></span></span></p><p><span><span><span>荷兰特斯拉门店被喷涂</span></span><span><span>“</span></span><span><span>纳粹</span></span><span><span>”</span></span><span><span>字样，车辆被投掷燃烧弹，抗议者指责马斯克支持极右翼势力</span></span></span><span><span><span>。</span></span></span></p><p><span><span><span>……</span></span></span></p><p><span><span><span>更魔幻的是，美国本土的动静丝毫不比欧洲小，比如马萨诸塞州特斯拉充电桩纵火案。</span></span></span></p><p><span><span><span>马斯克耗时</span></span><span><span>20</span></span><span><span>年建立的新能源圣殿，被他自己点燃的政治导火索，一把烧成了行为艺术现场。</span></span></span></p><p><span><span><span>自由主义者一边开着电车要拯救环境，一边却又狂扔汽油瓶纵火</span></span><span><span>——理念与行为完全矛盾。</span></span></span></p><p><span><span><span>所有看到的只有混乱，对错谁又说得清？</span></span></span></p><h3><strong><span><font color=\"#3daad6\"><br/></font></span></strong></h3><h3><strong><span><font color=\"#3daad6\">02</font></span></strong></h3><h3><span><strong><span><font color=\"#3daad6\">自毁长城？</font></span></strong></span></h3><div><span><strong><span><font color=\"#3daad6\"><br/></font></span></strong></span></div><b></b><p><span><span><span>对于席卷全球的反对浪潮，马斯克暂时没有反思的意思。</span></span></span></p><p><span><span><span>甚至已经开始反击，在</span></span><span><span>X</span></span><span><span>转发司法调查结果：</span></span></span></p><p><b><i><span><span>针对特斯拉的暴力行为，至少</span></span><span><span>5</span></span><span><span>个</span></span><span><span>Actblue</span></span><span><span>团体是幕后策划、收买恐怖分子打砸抢特斯拉的源头。</span></span></i></b><b><i></i></b></p><p><span><span><span>ActBlue</span></span><span><span>是竞选筹款平台，自</span></span><span><span>2004</span></span><span><span>年成立以来已经帮助民主党筹集了超过</span></span><span><span>160</span></span><span><span>亿美元，在近期，由于该筹款平台涉嫌接收非法外国资金被调查。</span></span></span></p><p><span><span><span>马斯克的意思是，他得罪了旧官僚群体，如今的一切乱象，都是失败者勾结恐怖分子或利用舆论误导民众所致。</span></span></span></p><p><span><span><span>这当然是很有可能的，八成就是这么回事。</span></span></span></p><p><span><span><span>但很明显，没有人在乎原因，大部分人能看到的只有结果。</span></span></span></p><p><span><span><span>普通人能看到的结果就是，特斯拉销量、股价暴跌</span></span><span><span>——这不更加说明，自己的抗议是对的，而马斯克是错的吗。</span></span></span></p><p><span><span><span>商人从政本不新鲜，但像马斯克这样高调且极端的，实属罕见。</span></span></span></p><p><span><span><span>特斯拉的困境，本质是马斯克的个人</span></span></span><span><span><span>形象</span></span></span><span><span><span>危机。</span></span></span></p><p><span><span><span>特斯拉在欧美的受众，多半是对环保议题比较看中的白左。</span></span></span></p><p><span><span><span>车主买车时，默认品牌代表技术进步和社会责任。</span></span></span></p><p><span><span><span>然而，马斯克将特斯拉现金流用于</span></span><span><span>AI</span></span><span><span>和机器人业务，甚至抽调资源支持</span></span><span><span>SpaceX</span></span><span><span>和</span></span><span><span>xAI</span></span><span><span>，导致</span></span><span><span>Model Y</span></span><span><span>改款延迟、低成本车型难产。</span></span></span></p><p><span><span><span>客户的钱未被用于产品迭代，反而成了</span></span><span><span>“火星梦”的燃料。</span></span></span></p><p><span><span><span>如果这还能接受，那马斯克本人站台</span></span><span><span>MAGA</span></span><span><span>等于是背刺了商业基本盘，甚至重拳出击给自己掏钱的客户。</span></span></span></p><p><span><span><span>以致于，部分车主不得不在车尾贴上</span></span><span><span>“我在他发疯前买了这辆车”的贴纸，试图与马斯克划清界限。</span></span></span></p><p><span><span><span>当消费者需要靠贴纸自证清白时，说明品牌忠诚度已经崩盘。</span></span></span></p><p><span><span><span>特斯拉的市场好感度已跌至历史低点，消费者直言</span></span><span><span>“</span></span><span><span>讨厌马斯克</span></span><span><span>”</span></span></span><span><span><span>。</span></span></span></p><p><span><img src=\"https://img3.gelonghui.com/35df1-d08bdf3e-4d7e-4674-af7e-e3a4ea72b354.png?guru_height=531&amp;guru_width=1024\"/></span></p><p><span><span><span>“</span></span></span><span><span><span>我</span></span></span><span><span><span>是在他发疯前买的</span></span><span><span>”</span></span></span></p><p><b><span><span>某种意义上，马斯克拥有权力的代价，就是让特斯拉这家企业成为人质。</span></span></b></p><p><span><span><span>特斯拉曾是政府补贴的最大受益者，比如美国</span></span><span><span>7500</span></span><span><span>美元的电动车税收抵免。但特朗普计划取消补贴当天，特斯拉股价暴跌</span></span><span><span>6%</span></span><span><span>。</span></span></span></p><p><span><span><span>讽刺的是，加州州长纽森威胁</span></span><span><span>“若联邦取消补贴，加州也不给特斯拉发钱”，直接引发市场恐慌。</span></span></span></p><p><span><span><span>至少对特斯拉这家企业而言，老板从政非但没有</span></span><span><span>“近水楼台”，反而成了政策博弈的靶子。</span></span></span></p><p><span><span><span>不谈马斯克个人通过政治权利获得了多少，当</span></span><span><span>CEO</span></span><span><span>的个人立场与品牌价值观</span></span></span></p><p><span><span><span>切割，消费者、员工、投资人确实都被坑惨了。</span></span></span></p><p><span><span><span>马斯克忙着收购</span></span><span><span>OpenAI</span></span><span><span>、和</span></span><span><span>Sam Altman</span></span><span><span>打嘴仗、在政府里裁员，出尽了风头。</span></span></span></p><p><span><span><span>特斯拉的核心业务却被晾在一边。</span></span><span><span>Model Y</span></span><span><span>改款延迟、</span></span><span><span>FSD</span></span><span><span>（完全自动驾驶）在华卡审、低成本车型“鸽”了又鸽……</span></span></span></p><p><span><span><span>这也难怪投资人忍无可忍：</span></span><span><span>“你到底是</span></span><span><span>CEO</span></span><span><span>还是政客？”</span></span></span></p><p><span><span><span>就连长期支持特斯拉的电动车媒体</span></span><span><span>Cleantechnica</span></span><span><span>都发文呼吁车主卖车，甚至建议董事会罢免马斯克。</span></span></span></p><p><span><span><span>这当然是不可能的。没有马斯克的特斯拉，等于失去了灵魂。</span></span></span></p><p><span><span><span>但对马斯克而言，特斯拉只是事业的一环、是实现目标的工具之一，远远不是自己的事业的全部。</span></span></span></p><p><span><span><span>他想改变世界，不会允许特斯拉改变自己。</span></span></span></p><p><span><span><span>从商业的角度看，这是自毁长城；但对马斯克本人而言，这种牺牲未必就那么不值得。</span></span></span></p><h3><strong><span><font color=\"#3daad6\"><br/></font></span></strong></h3><h3><strong><span><font color=\"#3daad6\">03</font></span></strong></h3><h3><span><strong><span><font color=\"#3daad6\">尾声</font></span></strong></span></h3><div><span><strong><span><font color=\"#3daad6\"><br/></font></span></strong></span></div><b></b><p><span><span><span>马斯克在政治上参与太多了，在特朗普身上压的注太大了。</span></span></span></p><p><span><span><span>他已不像一个企业家，而更像一个十倍杠杆下注的赌徒。</span></span></span></p><p><span><span><span>在四年前，马斯克还是民主党的坚定支持者，和特朗普水火不容、隔空互怼。</span></span></span></p><p><span><span><span>没有人真正能搞明白，他为什么会</span></span><span><span>180</span></span><span><span>度大转向，不仅全力支持特朗普，还主动成为对方手中的刀，对旧体制疯狂砍杀。</span></span></span></p><p><span><span><span>权力是有保质期的，再过</span></span><span><span>4</span></span><span><span>年谁也说不准会怎样。</span></span></span></p><p><span><span><span>为什么出这种不给自己留后路的事情？</span></span></span></p><p><span><span><span>这已经完全超出了一个商人的行为逻辑。</span></span></span></p><p><span><span><span>乐观点看，他衷心希望世界快速完成</span></span><span><span>“升级”，如此才有希望在有生之年实现殖民火星的终极理想。</span></span></span></p><p><span><span><span>全世界数十亿</span></span></span><span><span><span>庸人，确实期盼，一个强人，带来突破和变革。</span></span></span></p><p><span><span><span>一个科技狂人，他</span></span></span><span><span><span>可以</span></span></span><span><span><span>与普通人不同，包括到处生孩子，抽大麻，炒卖币</span></span></span><span><span><span>……</span></span></span><span><span><span>这些，我们都归类到私德之中，并不认为具有破坏力。</span></span></span></p><p><span><span><span>但悲观点看，若这个人的最终目标居然就是</span></span></span><span><span><span>掌握权力</span></span></span><span><span><span>。</span></span></span></p><p><span><span><span>一个科技商业领袖私德如何，人们可以不在乎，掌握权力的人却不可以是一个道德低劣的人。</span></span></span></p><p><span><span><span>没有人愿意看到一位暴君的诞生。</span><span>(全文完）</span></span></span></p></body></html>","source":"gelonghui_highlight","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腰斩！特斯拉口碑崩了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1869784><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克在政坛大杀四方、春风得意，特斯拉的日子却不太好过。过去两个多月，特斯拉的股价，从488美元跌到现在的263美元，接近腰斩。这背后，是特斯拉在全球市场遭遇滑铁卢，尤其是欧洲市场。整个欧洲，交付量同比下降46%。除了降幅最低的英国（18%），其他国家基本都下降三分之一以上。讽刺的是，同期欧洲纯电动车整体销量增长37%。并非是车和市场出了什么问题。很大程度上，完全就是马斯克本人的锅。01抗议席卷...</p>\n\n<a href=\"https://www.gelonghui.com/p/1869784\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/aa7fa-96fc4821-ab98-45fa-8066-f3b653c63136.jpg?guru_height=853&guru_width=1280","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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Growth Equity RA SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"source_url":"https://www.gelonghui.com/p/1869784","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2518288759","content_text":"马斯克在政坛大杀四方、春风得意，特斯拉的日子却不太好过。过去两个多月，特斯拉的股价，从488美元跌到现在的263美元，接近腰斩。这背后，是特斯拉在全球市场遭遇滑铁卢，尤其是欧洲市场。整个欧洲，交付量同比下降46%。除了降幅最低的英国（18%），其他国家基本都下降三分之一以上。讽刺的是，同期欧洲纯电动车整体销量增长37%。并非是车和市场出了什么问题。很大程度上，完全就是马斯克本人的锅。01抗议席卷全球不得不说，至少对欧洲人而言，马斯克的某些做法确实过分了。他威胁撤回对乌克兰的星链支持、冻结美国对外援助，甚至将国际开发署称为“毒蛇窝”。在很多人看来，马斯克已从科技领袖蜕变为“政治投机者”，特斯拉的品牌形象也彻底沦为牺牲品……2月23日，德国举行大选。当天早上，马斯克在X上公开喊话，支持德国选择党（AfD）——能救美国的只有川普，能救德国的只有AfD。AfD成立于2013年，是一个极右翼政党，被普遍认为是德国新纳粹党。成功干涉了美国大选，现在还想对德国指手画脚？此举彻底激怒了部分德国人，本届大选投票率飙升至84%，创90年代以来最高记录。如果不算250万穆斯林选民，这个数据还会更高……结果大爆冷门，基督教民主联盟（CDU/CSU）以29%的支持率胜出，AfD以19.5%的支持率位居第二。CDU/CSU虽然赢了，却创下历史第二差的记录；AfD虽然输了，却跃升为第二大党。德国确实已经右转，但因为马斯克引起的强烈反感，好在还没那么彻底。默茨明确表示，不会选择与AfD结盟，并直言马斯克的行为“令人不齿”。恨屋及乌，特斯拉在德国销量暴跌60%。简单的数字背后，是一连串的不和谐事件。大选结果揭晓当晚，柏林超级充电站的特斯拉车机屏，集体播放《辛德勒名单》；慕尼黑特斯拉体验店外墙，被抗议人群喷上“技术纳粹”字符……勃兰登堡工厂因高压电线被左翼组织“火山集团”纵火而停产两周，损失数亿欧元。更早之前，去年5月，“颠覆特斯拉”组织近千名抗议者包围德国超级工厂，反对扩建计划。示威者封锁高速公路和铁轨，使用烟火和油漆破坏车辆，并与警方发生冲突，导致多人受伤。马斯克却怒斥德国警方不作为……工会施压，柏林工厂陷入裁员、停工、抗议的恶性循环。今年3月，因为电力供应问题，柏林工厂甚至停工了一整个星期。全球新能源车的领头羊，居然缺电，这无疑是极大的讽刺。德国民众的做法总体还算温和，法国民间则直接进入到暴力阶段。马克龙虽未点名，但公开批评“有影响力人物干预欧洲民主”。极端组织公开号召“烧毁特斯拉”，威胁全国范围内的门店安全。3月3日，法国图卢兹特斯拉门店发生火灾，12两特斯拉车被烧毁，警方初步判断是人为纵火。有的司机，因为开特斯拉而接不到单。最狠的是，有些车主明知犯法，也要抠掉车标，强行把特斯拉LOGO换成别的牌子。这股浪潮，甚至已经不仅仅局限于特斯拉，而是蔓延到了所有美国商品。目前，法国民众在脸书上组建“抵制美国：购买法国产品”的群组，相互鼓励在日常消费中用法国或欧洲产品替代可口可乐、麦当劳、星巴克、帮宝适等美国产品的方案。……除此之外。瑞典工会联合抵制，邮政员工拒绝为特斯拉车主派送车牌，电工、港口工人等多行业工会联合抵制，要求特斯拉签署集体劳工协议。荷兰特斯拉门店被喷涂“纳粹”字样，车辆被投掷燃烧弹，抗议者指责马斯克支持极右翼势力。……更魔幻的是，美国本土的动静丝毫不比欧洲小，比如马萨诸塞州特斯拉充电桩纵火案。马斯克耗时20年建立的新能源圣殿，被他自己点燃的政治导火索，一把烧成了行为艺术现场。自由主义者一边开着电车要拯救环境，一边却又狂扔汽油瓶纵火——理念与行为完全矛盾。所有看到的只有混乱，对错谁又说得清？02自毁长城？对于席卷全球的反对浪潮，马斯克暂时没有反思的意思。甚至已经开始反击，在X转发司法调查结果：针对特斯拉的暴力行为，至少5个Actblue团体是幕后策划、收买恐怖分子打砸抢特斯拉的源头。ActBlue是竞选筹款平台，自2004年成立以来已经帮助民主党筹集了超过160亿美元，在近期，由于该筹款平台涉嫌接收非法外国资金被调查。马斯克的意思是，他得罪了旧官僚群体，如今的一切乱象，都是失败者勾结恐怖分子或利用舆论误导民众所致。这当然是很有可能的，八成就是这么回事。但很明显，没有人在乎原因，大部分人能看到的只有结果。普通人能看到的结果就是，特斯拉销量、股价暴跌——这不更加说明，自己的抗议是对的，而马斯克是错的吗。商人从政本不新鲜，但像马斯克这样高调且极端的，实属罕见。特斯拉的困境，本质是马斯克的个人形象危机。特斯拉在欧美的受众，多半是对环保议题比较看中的白左。车主买车时，默认品牌代表技术进步和社会责任。然而，马斯克将特斯拉现金流用于AI和机器人业务，甚至抽调资源支持SpaceX和xAI，导致Model Y改款延迟、低成本车型难产。客户的钱未被用于产品迭代，反而成了“火星梦”的燃料。如果这还能接受，那马斯克本人站台MAGA等于是背刺了商业基本盘，甚至重拳出击给自己掏钱的客户。以致于，部分车主不得不在车尾贴上“我在他发疯前买了这辆车”的贴纸，试图与马斯克划清界限。当消费者需要靠贴纸自证清白时，说明品牌忠诚度已经崩盘。特斯拉的市场好感度已跌至历史低点，消费者直言“讨厌马斯克”。“我是在他发疯前买的”某种意义上，马斯克拥有权力的代价，就是让特斯拉这家企业成为人质。特斯拉曾是政府补贴的最大受益者，比如美国7500美元的电动车税收抵免。但特朗普计划取消补贴当天，特斯拉股价暴跌6%。讽刺的是，加州州长纽森威胁“若联邦取消补贴，加州也不给特斯拉发钱”，直接引发市场恐慌。至少对特斯拉这家企业而言，老板从政非但没有“近水楼台”，反而成了政策博弈的靶子。不谈马斯克个人通过政治权利获得了多少，当CEO的个人立场与品牌价值观切割，消费者、员工、投资人确实都被坑惨了。马斯克忙着收购OpenAI、和Sam Altman打嘴仗、在政府里裁员，出尽了风头。特斯拉的核心业务却被晾在一边。Model Y改款延迟、FSD（完全自动驾驶）在华卡审、低成本车型“鸽”了又鸽……这也难怪投资人忍无可忍：“你到底是CEO还是政客？”就连长期支持特斯拉的电动车媒体Cleantechnica都发文呼吁车主卖车，甚至建议董事会罢免马斯克。这当然是不可能的。没有马斯克的特斯拉，等于失去了灵魂。但对马斯克而言，特斯拉只是事业的一环、是实现目标的工具之一，远远不是自己的事业的全部。他想改变世界，不会允许特斯拉改变自己。从商业的角度看，这是自毁长城；但对马斯克本人而言，这种牺牲未必就那么不值得。03尾声马斯克在政治上参与太多了，在特朗普身上压的注太大了。他已不像一个企业家，而更像一个十倍杠杆下注的赌徒。在四年前，马斯克还是民主党的坚定支持者，和特朗普水火不容、隔空互怼。没有人真正能搞明白，他为什么会180度大转向，不仅全力支持特朗普，还主动成为对方手中的刀，对旧体制疯狂砍杀。权力是有保质期的，再过4年谁也说不准会怎样。为什么出这种不给自己留后路的事情？这已经完全超出了一个商人的行为逻辑。乐观点看，他衷心希望世界快速完成“升级”，如此才有希望在有生之年实现殖民火星的终极理想。全世界数十亿庸人，确实期盼，一个强人，带来突破和变革。一个科技狂人，他可以与普通人不同，包括到处生孩子，抽大麻，炒卖币……这些，我们都归类到私德之中，并不认为具有破坏力。但悲观点看，若这个人的最终目标居然就是掌握权力。一个科技商业领袖私德如何，人们可以不在乎，掌握权力的人却不可以是一个道德低劣的人。没有人愿意看到一位暴君的诞生。(全文完）","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}