TESLA 一个美丽的传说

投资人

虽然电动车是大势所趋. 但TESLA目前野心膨胀过大; 容易吹爆自己. 花钱规模太大; 在利率上升的大趋势下,日子会很难过的. 自己在汽车规模制造上的经验和积累都不够. 走了些弯路. 在赢销策略上过于原始暴力. 为了强占市场. 有些做法有点象自倔坟墓 .最过分的就是买车还送终身免费冲电(感觉象买了个SUV,车厂包了我的汽油).现在,也就政府政策面的扶持.目前TESLA 日子还可以维持. 就象太阳能产业, 政府淡出后, 加上各汽车厂的竞争 (说不准加上苹果,狗狗), TESLA 会不会 有CHPT-11 "重组"的一天? 或在此之前就下嫁出去也是有可能的.

风行过

“买车还送终身免费冲电”。

哦，这我不知道。 如果只是充电，不是保换电池，也不会太大问题。
电费不会太贵的。如果是每月补贴电费钱，那就过分了。

mojideheng

烧材？

btw， 图很美！

snailittle

谁能解释一下为什么大多数版面对TESLA的评价都是负面的？
是不是因为它的cashflow看起来不好，一直只是投资，但是很少实际的盈利？
如果是这个原因，其实这符合一个正在崛起初期的公司的模式不是吗？

rightonmoney

苹果一直试图收购TESLA，看最近苹果的举动好像已经放弃了。

TESLA现在不卖，那就必须成功，否则就会很难看。

Hutong9999

model 3 is the key

snailittle

The way that Musk runs TESLA seems rationale to me personally.  
Sure, republican could reduce the government subsidy.  However under republican government, it is expected that the oil price would rise and that would be a big help to electric car companies.

The only way for Musk to be successful is to go mass production and increase volume.  That requires huge investment upfront.  It is amazing enough that MUSK could get together all the resources and investments to fund the infrastructure building for mass production.  To me I think this is the only way that the company can be successful.  

However I am open to second opinions and willing to hear if you do not think Musk is doing the right thing, what would you do if you were in his position?