走投无路还是再次颠覆？马斯克的“帝国”已发生悄然变化_老虎社区_美港股上老虎

走投无路还是再次颠覆？马斯克的“帝国”已发生悄然变化

美港电讯2023-04-26

马斯克主导全球汽车制造的努力正在发生新的转变，并再次引发了分歧。有人认为他是Model T时代的亨利·福特，也有人认为他是开创了iPhone时代的乔布斯。但是，有没有一种可能，他是将通用汽车公司带入困境的里克·瓦格纳？瓦格纳在911事件后，没有接受通用汽车已经生产过多汽车的事实，而是在激励措施上加倍下注，提供大量购车优惠。名为“让美国继续奔驰”(Keep America Rolling)的公关活动...

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陆明
·2023-05-01
这文章可以说是毫无价值…
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回心转意
·2023-04-27
特斯拉控制产量，营造供不应求的现象不是一两天了
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zara
·2023-04-27
如果全世界都是自动驾驶且安全一百倍，你还会自己开车吗
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Jet2017
·2023-04-27
有路就有特斯拉
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龙腾虎乐
·2023-04-27
看趋势，比亚迪有可能成为阶段性赢家
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韭菜收割机cc
·2023-04-27
马斯克多去玩玩推特，死在推特里就更好了
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jjuuybnku
·2023-04-26
都想多了，这帮评论家比马斯克都着急
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起司_9213
·2023-04-26
特斯拉的定价策略是根据产能来定的，不是成本。如果按传统的成本来定价，肯定没法理解。他们努力降成本的原因之一就是要让价格低到能追上产能，也就是销售数量的目标，而且能继续盈利。
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色豆
·2023-04-26
我个人是不太会为自动驾驶付费的
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收起
- 大盘5000点见:
  现在都是辅助驾驶，如果真正并安全的自动驾驶，花点钱是可以的
  2023-04-26
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3即将迎来6岁生日，而且还没有进行重大的重新设计。路透社报道说，它也将在今年晚些时候更新。特斯拉凭借两款大批量生产的电动汽车实现了无与伦比的规模经济。通过车辆结构和电池的创新，特斯拉可以降低成本及价格。Rivian和Lucid等竞争对手远未达到收支平衡，福特和其他正在开展电动汽车业务的老牌企业也难以跟上步伐。但是，在电池成本与内燃机成本持平之前，这些业务可持续发展已经非常困难了。马斯克的新方向将使任务变得更加艰巨。传统汽车制造商早已习惯微薄的利润。但马斯克直到上周才说，特斯拉理论上可以在前期实现零利润，然后通过自动驾驶软件赚钱。特斯拉的汽车毛利率是投资者长期以来关注的焦点，特斯拉曾表示，今年这一数字将保持在20%以上。但上周的财报中，特斯拉并未给出汽车毛利率的数据。分析师和投资者不得不自行进行计算，认为利润率为19%，为11个季度以来的最低水平。目前尚不清楚他是否真的愿意牺牲特斯拉的利润率——哪怕他坐拥庞大且不断增长的现金储备，也不知道是否走投无路才作出这样的选择。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":658400229,"gmtCreate":1682876622062,"gmtModify":1682901332397,"author":{"id":"3494309682337094","authorId":"3494309682337094","name":"陆明","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"这文章可以说是毫无价值…","listText":"这文章可以说是毫无价值…","text":"这文章可以说是毫无价值…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658400229","repostId":1103836020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658609733,"gmtCreate":1682576332322,"gmtModify":1682576334583,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"特斯拉控制产量，营造供不应求的现象不是一两天了","listText":"特斯拉控制产量，营造供不应求的现象不是一两天了","text":"特斯拉控制产量，营造供不应求的现象不是一两天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658609733","repostId":1103836020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658829802,"gmtCreate":1682551677206,"gmtModify":1682551982938,"author":{"id":"3529649417410355","authorId":"3529649417410355","name":"zara","avatar":"https://static.tigerbbs.com/f5b3f32eca253c6f811b95740d6e9434","vip":1,"crmLevel":6,"crmLevelSwitch":1},"htmlText":"如果全世界都是自动驾驶且安全一百倍，你还会自己开车吗","listText":"如果全世界都是自动驾驶且安全一百倍，你还会自己开车吗","text":"如果全世界都是自动驾驶且安全一百倍，你还会自己开车吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658829802","repostId":1103836020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658864152,"gmtCreate":1682546563776,"gmtModify":1682546565388,"author":{"id":"3460824243893799","authorId":"3460824243893799","name":"Jet2017","avatar":"https://static.tigerbbs.com/c11ae55ec0562345c2b3032207464065","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"有路就有特斯拉","listText":"有路就有特斯拉","text":"有路就有特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658864152","repostId":1103836020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658866888,"gmtCreate":1682539025344,"gmtModify":1682539026958,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":7,"crmLevelSwitch":0},"htmlText":"看趋势，比亚迪有可能成为阶段性赢家","listText":"看趋势，比亚迪有可能成为阶段性赢家","text":"看趋势，比亚迪有可能成为阶段性赢家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658866888","repostId":1103836020,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658863609,"gmtCreate":1682527263901,"gmtModify":1682527265642,"author":{"id":"4126869795216692","authorId":"4126869795216692","name":"韭菜收割机cc","avatar":"https://static.tigerbbs.com/5d8500be235638f2ccbe313293579deb","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"马斯克多去玩玩推特，死在推特里就更好了","listText":"马斯克多去玩玩推特，死在推特里就更好了","text":"马斯克多去玩玩推特，死在推特里就更好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658863609","repostId":1103836020,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658881658,"gmtCreate":1682521854074,"gmtModify":1682524282353,"author":{"id":"3555388962524787","authorId":"3555388962524787","name":"jjuuybnku","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"都想多了，这帮评论家比马斯克都着急","listText":"都想多了，这帮评论家比马斯克都着急","text":"都想多了，这帮评论家比马斯克都着急","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commen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