关于特斯拉的销售成本_老虎社区_美港股上老虎

何惑金
2023-01-03

关于特斯拉的销售成本：
1. 很多人认为特斯拉销售成本是恒定而不变的，其实不然，特斯拉的优势在于三点：持续的销量增长，以及多渠道策略，或许这个星球上最好的供应链人才。
2. 在工厂方面，只有奥斯汀和柏林还在持续peak capex。随着产能提高，单位成本会持续降低。
3. 新工厂对于当地供应导致的logistics的节省，也会将销售成本降低。
4. 所以当特斯拉决定降价，世界末日并不会到来。全世界这么大体量的公司谁能增长40%？只有特斯拉。供应商都在fighting for tesla business。

https://twitter.com/thejefflutz/status/1610145417487958016
$特斯拉(TSLA)$ $比亚迪(002594)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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低买高卖谁不会
·2023-01-03
国内能跟$特斯拉(TSLA)$ 掰手腕的企业不多，$比亚迪(002594)$ 算是一个
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迪士尼迪斯尼
·2023-01-03
能增长40%？特斯拉不是说要持续增长50%？
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小时候可帅了00
·2023-01-03
个人比较喜欢$比亚迪(002594)$ 的股票，但是有点怕股神老爷子
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RoadToTesla
·2023-01-03
+9股支持！
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刀哥拉丝
·2023-01-03
你读懂了特斯拉，你看到了事情的本质
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黄老怪
·2023-01-03
个人觉得现在的特斯拉就是最佳的抄底时机
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银河小铁骑00
·2023-01-03
特斯拉只要一降价，友商们就会很着急
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