题外话，Tesla销售量猛降，主要原因就不说了，怕刺激到某些人。 Tesla sales plunge far more than expected New YorkCNN — Tesla posted its first annual drop in sales since the first year of the pandemic, as increased electric vehicle competition from Chinese and Western automakers ate into demand. CEO Elon Musk’s electric car company reported it built 433,000 vehicles but delivered only 387,000. That’s down from the 484,507 cars it delivered in the final three months of 2023, and it’s also down from the 422,875 vehicle sales in the first quarter of last year. Tesla has responded to increased competition by cutting prices. Although Tesla is more profitable than traditional automakers, the price cuts have been squeezing the profit margins that helped boost the stock. Investors’ expectations that the company would grow sales in the future had also been supporting Tesla’s lofty stock price, which made it the world’s most valuable automaker. Shares of Tesla fell 5% Monday and have lost more than a third of their value this year. Tesla attributed the decline in volumes partially to the production ramp-up of the updated version of Model 3 at its Fremont factory and to factory shutdowns resulting from ships from China to Europe being diverted away from the Red Sea due to attacks there. It also cited a week long closure of its German factory due to an arson attack. But the increased competition in the EV space is a big factor in the decline in demand. In the fourth quarter, Tesla lost the title of the world’s best-selling maker of EVs to Chinese automaker BYD. And it is facing new competition from legacy automakers, most of which are introducing new EV models as they move forward with plans to shift from traditional internal combustion engine vehicles to electrics. Analysts had been expecting sales of as many as 440,000 to as few as 414,000 vehicles, said Dan Ives, analyst with Wedbush Securities, who has been bullish on Tesla shares. While he said he remains bullish long-term, he called the quarter “a train wreck into a brick wall quarter.” Ives said the biggest problem is likely Tesla’s sales in China, which he estimates fell 3% compared to a year earlier. He described Chinese demand as “very soft coming out of the gates for 2024.” “While we were anticipating a bad first quarter, this was an unmitigated disaster that is hard to explain away,” he said in a note to clients. “We view this as a seminal moment in the Tesla story for Musk to either turn this around and reverse the black eye first quarter performance. Otherwise, some darker days could clearly be ahead that could disrupt the long-term Tesla narrative.”
Calix 发表于 2024-04-02 13:37 题外话，Tesla销售量猛降，主要原因就不说了，怕刺激到某些人。 Tesla sales plunge far more than expected New YorkCNN — Tesla posted its first annual drop in sales since the first year of the pandemic, as increased electric vehicle competition from Chinese and Western automakers ate into demand. CEO Elon Musk’s electric car company reported it built 433,000 vehicles but delivered only 387,000. That’s down from the 484,507 cars it delivered in the final three months of 2023, and it’s also down from the 422,875 vehicle sales in the first quarter of last year. Tesla has responded to increased competition by cutting prices. Although Tesla is more profitable than traditional automakers, the price cuts have been squeezing the profit margins that helped boost the stock. Investors’ expectations that the company would grow sales in the future had also been supporting Tesla’s lofty stock price, which made it the world’s most valuable automaker. Shares of Tesla fell 5% Monday and have lost more than a third of their value this year. Tesla attributed the decline in volumes partially to the production ramp-up of the updated version of Model 3 at its Fremont factory and to factory shutdowns resulting from ships from China to Europe being diverted away from the Red Sea due to attacks there. It also cited a week long closure of its German factory due to an arson attack. But the increased competition in the EV space is a big factor in the decline in demand. In the fourth quarter, Tesla lost the title of the world’s best-selling maker of EVs to Chinese automaker BYD. And it is facing new competition from legacy automakers, most of which are introducing new EV models as they move forward with plans to shift from traditional internal combustion engine vehicles to electrics. Analysts had been expecting sales of as many as 440,000 to as few as 414,000 vehicles, said Dan Ives, analyst with Wedbush Securities, who has been bullish on Tesla shares. While he said he remains bullish long-term, he called the quarter “a train wreck into a brick wall quarter.” Ives said the biggest problem is likely Tesla’s sales in China, which he estimates fell 3% compared to a year earlier. He described Chinese demand as “very soft coming out of the gates for 2024.” “While we were anticipating a bad first quarter, this was an unmitigated disaster that is hard to explain away,” he said in a note to clients. “We view this as a seminal moment in the Tesla story for Musk to either turn this around and reverse the black eye first quarter performance. Otherwise, some darker days could clearly be ahead that could disrupt the long-term Tesla narrative.”
事实胜于雄辩
特斯拉当年无数人不看好， 认为是商业灾难， 造车肯定亏
人家造出来了胜过无数华尔街空头分析报告
是718 + taycan 吧
品貌非凡， 不尽相同。👍
你不知道Windows跟Mac的故事吗？
https://en.wikipedia.org/wiki/Apple_Computer,_Inc._v._Microsoft_Corp.
我c，哪个公司不是买买买？买来整合好就是自己的了，android是股沟的吗？youtube是股沟的吗？股沟家的自动驾驶哪来的？deepmind？
所以今天马英九去了比亚迪。。。
一个外壳而已。。。有什么技术含量吗？