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关于特斯拉面临的竞争问题

关于特斯拉面临的竞争问题# Stock

E*r2019-01-28 08:01

1 楼

刚才看了一篇比较早的CNBC的文章，其中提到几点
1. 四分之一的Model3 订单被取消，订单取消的速度很有可能超过新增的订单
2. 24个月之内，消费者将看到许多款电动车，包括Volvo,奥迪、宝马、奔驰和GM的，
都具备长途行驶的能力。更重要的是，这些电动车的新贵都可以享受7500美元的Fed
Credits。而特斯拉的7500美元好像已经用完。在这一点上特斯拉将会雪上加霜。
特斯拉现在是没有人陪它玩，所以还可以弄到几十万的订单，一旦对手们推出好的产品
，这些订单马上被Dilute。试想你以前开奥迪、现在奥迪出了电动车，价格也不算贵，
还有7500美元退税，你会选择Model3？

c*a2019-01-28 08:01

2 楼

醒醒吧，世界早变天了，不学习就跟不上时代。Audi的车差Tesla一大截。比特斯拉电
池塞得多，车比特斯拉轻（特斯拉安全上over design)，结果range和加速都不如特斯
拉，更别说联网功能，自动驾驶辅助基本不存在，充电网络不存在，各种好玩的彩蛋也
没有，和那个i-pace一样屏幕慢的一逼，还是以车商的观念在生产汽车。
说实话，就这样，jaguar和audi还算跟得快的，其他恐龙车厂更是看着都让人担心
Tesla has ‘no credible competition,’ analyst says
https://www.marketwatch.com/story/tesla-has-no-credible-competition-analyst-
says-2018-09-17

l*92019-01-28 08:01

3 楼

楼主一直不看好TSLA，这么长时间这么多的关于TSLA的分析，不错。
不知道楼主有没有去做空TSLA？如果没有，这功夫花得.......

E*r2019-01-28 08:01

4 楼

大牛，你开过奥迪的电动车了？或许真相会让你大吃一惊

analyst-

【在 c******a 的大作中提到】

: 醒醒吧，世界早变天了，不学习就跟不上时代。Audi的车差Tesla一大截。比特斯拉电
: 池塞得多，车比特斯拉轻（特斯拉安全上over design)，结果range和加速都不如特斯
: 拉，更别说联网功能，自动驾驶辅助基本不存在，充电网络不存在，各种好玩的彩蛋也
: 没有，和那个i-pace一样屏幕慢的一逼，还是以车商的观念在生产汽车。
: 说实话，就这样，jaguar和audi还算跟得快的，其他恐龙车厂更是看着都让人担心
: Tesla has ‘no credible competition,’ analyst says
: https://www.marketwatch.com/story/tesla-has-no-credible-competition-analyst-
: says-2018-09-17

s*o2019-01-28 08:01

5 楼

挨叮宝大牛拉盘，不加仓就后悔吧

c*a2019-01-28 08:01

6 楼

I don't want to argue about stock price. Pointless as none of us could move
the market. I only argue about the product.
Have you read the link I posted?
key stats like range and acceleration are not as good as what Tesla has
produced from 3 years ago. Tesla could refresh their S/X with a different
battery and leave Audi in the dust in terms of everything.
don't get me wrong, I welcome Audi's move into EVs.

【在 E*********r 的大作中提到】

: 大牛，你开过奥迪的电动车了？或许真相会让你大吃一惊
:
: analyst-

E*r2019-01-28 08:01

7 楼

Well, that is just one side of the opinons,, like you can bet long for Tesla
whereas others may go to the opposite direction. As I repeatedly briefed in
my previous posts, every car manufacturer has their own strategic plans.
The reality that all the major 6 world largest manufacturers are silent in
the e-car development does not coincide with the fact that they don't have
the capability to prevail in this supposedly next generation automobile
business. On the flip side, the debut of Tesla does not necessarily mean
that they would be the one to have the last laugh. Whatever is in those
traditional car makers parking lots is mysterious to everyone even including
those pro analysts. Remember one saying:"Whoever laughs last is the one
who laughs the best." A car means a car. That is to say, its main function
is to replace our feet so any additional frill is a plus but not a necessity
. Often time, most of the customers may opt for less settings for the sake
of budget concern. To this end, these traditional car makers are well
acquainted with what customers like and what they don't so the philosophy
embedded in their products demonstrates fully the type of compromise they
have made. At the end of the day, it is sales and profits that will govern
the success of the company but not the sexy-looking transient type of glory.

move

【在 c******a 的大作中提到】

: I don't want to argue about stock price. Pointless as none of us could move
: the market. I only argue about the product.
: Have you read the link I posted?
: key stats like range and acceleration are not as good as what Tesla has
: produced from 3 years ago. Tesla could refresh their S/X with a different
: battery and leave Audi in the dust in terms of everything.
: don't get me wrong, I welcome Audi's move into EVs.

E*r2019-01-28 08:01

8 楼

大牛认投了？

a*h2019-01-28 08:01

9 楼

well, in 10 years a car may not be merely a car to move from A to B
just think about what the phone does today beyond making a call 10 years ago
.

Tesla
in
including

【在 E*********r 的大作中提到】

: Well, that is just one side of the opinons,, like you can bet long for Tesla
: whereas others may go to the opposite direction. As I repeatedly briefed in
: my previous posts, every car manufacturer has their own strategic plans.
: The reality that all the major 6 world largest manufacturers are silent in
: the e-car development does not coincide with the fact that they don't have
: the capability to prevail in this supposedly next generation automobile
: business. On the flip side, the debut of Tesla does not necessarily mean
: that they would be the one to have the last laugh. Whatever is in those
: traditional car makers parking lots is mysterious to everyone even including
: those pro analysts. Remember one saying:"Whoever laughs last is the one