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大起大落的特斯拉

PEITULAIZICanva

作为“硅谷钢铁侠”,马斯克总是能够吸引外界的注意,不论是成功商用的载人航天,还是颠覆人类交互方式的脑机接口,马斯克的一举一动似乎总是牵动着全世界的目光。

乐优彩票开户ZAIMASIKEXIYINZHONGDUOMUGUANGDETONGSHI,SpaceXHETONGYANGYESHOUDAOLEWAIJIEDEREPENG。YOUQISHITESILA,CONGJINNIANKAISHIGUJIAJIUHAOXIANGZUOSHANGLEHUOJIANYIYANG,CONGMEIGUSANSIBAIBIAOSHENGDAOLIANGQIANDUOMEIYUAN,YEZAISHIZHIFANGMIANBUDUANGANCHAOGEGELAOPAICHEQI。

DANSHI,JIUZAISHAONIANLANGTESILAYIQIFENGFAZHISHI,WENTIYEJIEZHONGERZHI。

特斯拉浮沉于狂热中

乐优彩票开户JINRI,YIZHISHUNFENGSHUNSHUIDETESILAZHENGZAIMIANLINYIGEBUDABUXIAODEWENTI,GUJIAXIADIE。

ZAI8YUE11RI,TESILAGONGBUJIANGYU8YUEDIDUIQIGUPIAOJINXING5BI1DEFENCHAI,WEILEXIYINGENGDUODESANHUYOUNENGLIGOUMAITESILADEGUPIAO,CONGERZAIDUANQINEIBANGZHUTESILASHIXIANGUJIADEZAIYICISHANGZHANG。ERZAI8YUE31RIXUANBUCHAIGUZHIHOU,TESILAGUJIAQUESHICHUXIANDAFUSHANGZHANG,DANSHIDAOLE9YUE4RI,QIGUJIAQUEBI8YUE31RIXIADIELE18%。

乐优彩票开户SHISHENMERANGZHENGZHENGRISHANGDETESILA,ZAIFENCHAIGUPIAOXIYINGENGDUOSANHUJINRUZHIHOUQUEYINLAILEDAFUDEXIADIENI?

SHOUXIAN,WAIJIEYIJIUDUITESILADEZISHENZAOXUENENGLIBIAOSHIDANYOU。ZHEISHIYINWEIZAI9YUE1RI,TESILAXUANBUJIANGTONGGUO“BUDINGQI”DEGUPIAOFAXINGFANGSHICHOUJIZUIDUO50YIMEIYUAN,DUIYUZHEICIDAJINEDERONGZISUIRANTESILAFANGMIANMEIYOUMINGQUEBIAOSHIYONGTU,DANSHIZUYIRANGWAIJIERENWEITESILARUJINYIJIUXUYAOYIKAOWAIBUSHUXUE。

乐优彩票开户QICI,ZIBENSHICHANGDUIYUTESILAYIJIUBAOCHIZHEYIDINGDEHUAIYI。BULUNSHIZAI9YUE2RITESILADEZUIDAWAIBUGUDONGBaillie GiffordBIAOSHIJIANGQIZAITESILADECANGWEICONG6.3%ZUOYOUJIANGZHI5%YIXIA,HAISHIZAI9YUE4RI“YIWAI”LUOXUANBIAOPU500,DOUCONGCEMIANBIAOXIANCHUZIBENSHICHANGDUITESILADEBUXINREN。

ERZHEIZHONGBUXINRENLAIZIHECHUNI?ZIRANSHITESILADEHEXINQICHEYEWUZHUANQIANNENGLI。DUIYUBIAOPUDAOQIONGSI(S&P Dow Jones)ERYAN,YIJIUCUNZAIFENGXIANDESHI,TESILACONGQIHEXINQICHEYEWUZHONGZHUANDAODEQIANKENENGRENGRANTAISHAOHUOZHEQIANZAIDEBODONGTAIDA。

外界对于特斯拉产生的怀疑,对于如日中天的特斯拉而言会产生很大的不良影响,而归根结底,这些质疑最根本的落点,依旧是怀疑特斯拉汽车业务能不能撑起其三千多近四千亿美元的市值。

明星车企的造血焦虑

JIYUQICHEYEWUYANSHENGERLAIDEZAOXUENENGLI,DUIYUTESILAERYANSHIFENZHONGYAO。

乐优彩票开户XIANLAIKANKANTESILAZAIQICHEFANGMIANDEBIAOXIAN。GENJUCAIBAOKEZHI,TESILAZAIDIERJIDUDEZONGYINGSHOUWEI60.36YIMEIYUAN,QIZHONGLAIZIYUQICHEYEWUDEYINGSHOUWEI51.79YIMEIYUAN,YUQUNIANTONGQIDE53.76YIMEIYUANXIANGBIXIAJIANG4%,YUSHANGYIJIDUDE51.32YIMEIYUANXIANGBIZENGZHANG1%,ERJIDUQICHEYEWUYINGSHOUZHANZONGYINGSHOU85.8%。

ZAIERJIDU,TESILADEQICHEZONGCHANLIANGWEI82271LIANG,BIQUNIANTONGQIDE87048LIANGXIAJIANG5%,BISHANGYIJIDUDE102672LIANGXIAJIANG20%。QIZHONGHECHANLIANGCHUXIAN56%DETONGBIXIAHUA,JINYOU6326LIANG,ERHEDEZONGCHANLIANGYOU5%DETONGBIZENGZHANG,DADAO75946LIANG。

乐优彩票开户KANDECHULAI,TESILADEZHULICHEXINGModel 3YIJINGJINRULELIANGCHANJIEDUAN,ERBANSUIZHETESILADESHANGHAICHAOJIGONGCHANGERQIJIJIANGWANGONG,Model YYEJIANGLIANGCHAN,BANGZHUTESILAZAISAIDAOZHONGJINYIBUJIAQIANGYOUSHI。

XIANGBIYUHAICHUZAI“ZAOYILIANGKUIYILIANG”GANGADIWEIDEQITAXINNENGYUANQICHEQIYE,TESILAYIJINGSUANDESHANGSHIXINNENGYUANQICHEXINGYEZHONGDEMOFANLE。KESHIRUJINDEZHEIZHONGCHENGJI,YUTESILAQUANQIUDIYICHEQIDEMINGHAOZIRANYOUZHEYIDINGDECHAJU。

具体来看,特斯拉的2020全年目标是50万销量,但是对比其他的老牌车企来看,只是九牛一毛。市值只有特斯拉十分之一的,2019年在华的销量就达到56.79万辆,另外市值相当于五分之一个特斯拉的,2020年全球销量目标为1070万辆。

乐优彩票开户ERBEITESILAFANCHAODEQICHE,JINJINZAI7YUEJIUGONGXIANLE69.11WANDEQUANQIUCHANLIANG。

乐优彩票开户SUIRANBUNENGWANQUANYONGQICHEQIYELAIHENGLIANGTESILA,“KEJIGONGSI”DEBIAOQIANDAOSHIGENGSHIHETESILA,DANSHIQICHEYEWUYIJIUSHITESILADEHEXINYEWU,ZHEIGUANHUTESILADEZISHENZAOXUENENGLI,JUEDINGLEWEILAIFAZHAN。

TESILAJIWAIJIEGOUJIANDEKEJIWEILAI,ZUIJICHUDEDONGXIYIJIUZAIQICHESHANG。BULUNSHIXINGLIANJIHUAHAISHIZHIHUIJIAOTONG,MASIKEXIANGSHIXIANDESHITIANSHANGDIXIADESHISHILIANDONG,WEIXINGHULIANWANGQIANGHUACHELIANWANG,RANGZHIHUIJIAOTONGGENGJIAYOUBAOZHANG。DANSHIZHEIXIEWEILAIGOUXIANGDEJICHU,YIJIUSHIQICHEDEXIAOLIANG。

乐优彩票开户YUSHITESILAWEILELADONGXIAOLIANG,YEWEILEWANSHANZISHENDEZAOXUENENGLI,JINXINGLEDUOFANGMIANDEYINGXIAODONGZUO。

拉动销量背后的问题

ZAIBUDUANTANXUNZENGLIANGSHICHANGDEDAHUANJINGZHIZHONG,POQUANYECHENGLEMEIGEQIYEDOUYAOZUODESHIQING。

YINWEIMASIKEGERENDEHUATIXING,TESILAZONGHUIYINWEIMASIKEDEZHONGZHONGDONGZUOERBEITUISHANGFENGKOULANGJIAN。ZUIJIANDANDELIZIJIUSHI,DANGMASIKECHENGGONGSHIXIANLEZAIRENHANGTIANSHANGYEHUAZHIHOU,WAIJIEDUIQIJISHUNENGLIHEZHIXINGNENGLIYOULEXINDERENSHI,ZHEISHIDETESILADEGUJIAYEXIANGSHIZUOSHANGLELIEYINGHUOJIAN,YILUBIAOSHENG。

乐优彩票开户ERZHIHOUZIBENSHICHANGYEDUIXINNENGYUANQICHEDETAIDUYOULEHAOZHUAN,HENDUODEXINNENGYUANCHEQIYEYEYINCIHUOYI。

DANGRAN,MANSHIHUATIDEMASIKEJITESILADAILAIPANGDALIULIANGDETONGSHI,TESILAYEZAIJINXINGZHEZIJIDEPOQUANYINGXIAO。ZAIJINNIANQIYUEFEN,TESILAXUANZELIANSHOUYIGEYIXIANGBUDAODEHUOBAN——SHOUYOU《HEPINGJINGYING》。

这次活动除了在特斯拉上海超级工厂门口建立了一个游戏原版空投箱,也在游戏中推出联动活动,在游戏地图中加入首个特斯拉虚拟车辆体验店以及充电桩,还可以和玩家在店内进行互动。

这种破圈联动,自然是为了吸引更多的潜在用户,拉动自身销量,促使特斯拉进一步释放产能,用以解决自身的造血问题。

ERZHIDEZHUYIDESHI,SUIZHELIANGCHANDEJINXING,TESILAQICHEZAIXIAOSHOUJIAGESHANGYEHUICHUXIANYIDINGCHENGDUDEXIAHUA。YONGJIAGEDEXIADIAOHUANLAIGENGDUODESHICHANGFENE,ZHEICONGZHEIXIENIANLAITESILAZAIZHULICHANPINSHANGBUDUANJIANGJIAJIUKEYIKANCHU。YIJIANGZAIJIANGDEModel 3,RUJINGUANWANGBAOJIAZHIYOU27WANRENMINBI。

DANSHI,TIXIAOLIANGHEJIANGJIAGEZHIJIANDEPINGHENGSHIFENZHONGYAO,YIBULIUSHENJIUHUICHUXIAN“SHAOQIANHUANXIAOLIANG”DEGANGAQINGKUANG,SUIRANRUJINDETESILABINGMEIYOUZHEIFANGMIANDEWENTI,DANSHIZHEIGEWENTIYIJIUXUYAOTESILASHIKETIFANG,YIMIANRANGZIJIZHONGHUIKUISUNSHENYUAN。

RUCIYILAI,JIUSUANFENGTOUZHENGSHENGDETESILA,ZAIMIANDUIZISHENHEXINQICHEYEWUSHI,YIJIUXUYAOXIAOXINJINSHEN,BIJINGZHEIDUIYUTESILAERYANSHIZUIWEIJICHUDEDONGXI。HEXINYEWUDEBUWENDING,ZAOCHENGLETESILARUJINGUJIADEDONGDANGHEXIADIE,DANSHIZAOCHENGZHEIZHONGJIEGUODEYUANYIN,BINGBUZHIZAITESILAERYI。

回归理性

乐优彩票开户HENDUOJIGOUDOURENWEITESILARUJINYIJINGMANSHIPAOMO。BIRUXIANGYUANYANJIUJIUCENGJINGZAITUITESHANGBIAOSHI,RUGUOMASIKESHIYIMINGJIJINJINGLIDEHUA,TAYEHUIXUANZEZUOKONGZHEIZHIGUPIAO。

乐优彩票开户SUIRANTESILABUNENGDAIBIAOZHENGGEXINNENGYUANLINGYU,DANSHIYEZUGOUSHUOMINGYIXIEWENTI:RUJINDEXINNENGYUANQICHELINGYUYIJINGGUOFENHUOBAO,TEBIESHIZAITESILAGUJIAYILUBIAOSHENGZHIHOU,HENDUORENHONGLEYANYIBANCHONGJINZHEIYIREMENBANKUAI,DANGRANYEZAIXIANGCHEQISHIFANGZHEYIBOBOHONGLI,LIXIANGHEXIAOPENGJIUSHIZHEIFENHONGLIDESHOUYIZHE。

但是市场终究会回归理性,过热的板块也终究会回到常态。而新能源汽车作为未来的必然趋势,势必会有长期的增长,只是这种增长是一种常态之中的增长。就像大通分析师认为的,2025年特斯拉市值可以达到1000亿美元,但是现如今的高价并不属于常态。

LINGWAI,YIWANGXINNENGYUANSHICHANGZHONGTESILAYIJIADUDADEQINGKUANGYIJINGZHUJIANXIAOSHI,、LIXIANGHEXIAOPENGZHEISANGUGUONEIZAOCHESANSHILIYEQIJUMEIGUSHICHANG,TONGGUOGEZIBUTONGDECEZHONGDIAN,DUITESILAZHANKAILEYICHANGWEIZHUIDUJIE。ERYUFADUOYUANHUADEJINGZHENG,YERANGWAIJIEZHONGDUIYUTESILAHUOSHIXINNENGYUANLINGYUDEKUANGREZHUJIANHUIGUILIXING。

XINNENGYUANQICHEZUOWEIWEILAIZHIHUIJIAOTONGDABANTUDEYIGEJIERUKOU,ZIRANSHIGEGEQIYEXIANGYAOZHUAZHUDEWEILAIQUSHI,DANSHIDUIYUWEILAIDEMEIHAOXIANGWANG,XUYAODEYIJIUSHILIXINGDUIDAIHEJIAOTASHIDIDEWENTIJIEJUE,ERBUSHIDANCHUNDEKUANGXIANG。

LAIYUAN:DIYIDIANDONGWANG

乐优彩票开户ZUOZHE:liukuang

本文地址:http://csdlwkp.cn/kol/126331

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