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新天元投资
投资第二曲线
IP属地:浙江
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新天元投资
2023-05-16
$梅西百货(M)$
立个flag,美股就看他了。线上商业也差不多到头来,线下商业价值也该回归了。
新天元投资
2023-01-25
特斯拉的成本优势首先在于,汽车直销模式,减少了渠道中间环节的费用和支出;其次是广告少,销售费用更低;其三是,车型少但单车销量大,研发成本分摊降低;自动化程度高,降低了人工成本,一体化压铸这种压缩成本的破坏性创新,这也是为何特斯拉一个上海工厂就能达到百万产能的重要原因。
@王新喜:特斯拉成本再降54%:国产电车压力大,还是油车更难?
新天元投资
2021-06-18
啥时候公布。需要等着吗?
新天元投资
2021-06-18
什么时间公布啊?需要等着吗?
新天元投资
2021-03-19
很透彻[得意] 满仓!
抱歉,原内容已删除
新天元投资
2021-02-19
小米造车还是靠谱的
抱歉,原内容已删除
新天元投资
2021-02-16
$哔哩哔哩(BILI)$
价值投资的第一个成功案例。不到1000亿市值,坚决不出手。
新天元投资
2020-03-10
$云集(YJ)$
还有其他云集股东吗?
新天元投资
2020-03-03
$云集(YJ)$
为什么没有财报?
新天元投资
2018-10-02
$特斯拉(TSLA)$ 慢点涨,可以持续涨。大涨大跌都不好。现在特斯拉基本进入正轨,产销持续旺盛已经变成稳定预期。只有马老板不要疯狂投资,应该会进入收割期。
新天元投资
2018-08-24
造车是一件极其复杂的事情。很多号称的牛车,其实都只是ppt阶段,最多有几辆试乘试驾车。老马只要保持正常生产,就可以继续遥遥领先了。我坚持看多。
@crazydragon:$特斯拉(TSLA)$马斯克聘请摩根士丹利为顾问,为特斯拉私有化事宜提供咨询。(福克斯新闻) 华尔街见闻注:本周二,摩根士丹利取消了对特斯拉的评级和目标价。上周,高盛也采取了同样的做法。(来自华尔街见闻App)
新天元投资
2018-07-20
低价model3是给竞争对手做锚定的。不得不说,马斯克不光是个科技怪才,还是一个营销怪才。
@昨日美股:特斯拉已拉开了弓
新天元投资
2018-06-14
觉得好未来是好公司
抱歉,原内容已删除
去老虎APP查看更多动态
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立个flag,美股就看他了。线上商业也差不多到头来,线下商业价值也该回归了。","images":[{"img":"https://static.tigerbbs.com/fd8eabbda76233e692045bd19d063a6f","width":"1228","height":"2481"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652309268","isVote":1,"tweetType":1,"viewCount":2776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626579075,"gmtCreate":1674603339197,"gmtModify":1674603341478,"author":{"id":"3470710907569284","authorId":"3470710907569284","name":"新天元投资","avatar":"https://static.laohu8.com/0d85d087b57979b889a1cee402154427","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470710907569284","authorIdStr":"3470710907569284"},"themes":[],"htmlText":"特斯拉的成本优势首先在于,汽车直销模式,减少了渠道中间环节的费用和支出;其次是广告少,销售费用更低;其三是,车型少但单车销量大,研发成本分摊降低;自动化程度高,降低了人工成本,一体化压铸这种压缩成本的破坏性创新,这也是为何特斯拉一个上海工厂就能达到百万产能的重要原因。","listText":"特斯拉的成本优势首先在于,汽车直销模式,减少了渠道中间环节的费用和支出;其次是广告少,销售费用更低;其三是,车型少但单车销量大,研发成本分摊降低;自动化程度高,降低了人工成本,一体化压铸这种压缩成本的破坏性创新,这也是为何特斯拉一个上海工厂就能达到百万产能的重要原因。","text":"特斯拉的成本优势首先在于,汽车直销模式,减少了渠道中间环节的费用和支出;其次是广告少,销售费用更低;其三是,车型少但单车销量大,研发成本分摊降低;自动化程度高,降低了人工成本,一体化压铸这种压缩成本的破坏性创新,这也是为何特斯拉一个上海工厂就能达到百万产能的重要原因。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626579075","repostId":"626599766","repostType":1,"repost":{"id":626599766,"gmtCreate":1674395826655,"gmtModify":1674397267714,"author":{"id":"3497844628185391","authorId":"3497844628185391","name":"王新喜","avatar":"https://static.tigerbbs.com/b60bf98c3ddf7eb7ac3dec29e866cf5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497844628185391","authorIdStr":"3497844628185391"},"themes":[],"title":"特斯拉成本再降54%:国产电车压力大,还是油车更难?","htmlText":"特斯拉降价后,各种数据显示,价格战对市场的搅动作用是巨大了,特斯拉7天就卖了近9万辆车。部分门店订单数环比增幅达500%,多位消费者退订比亚迪转购特斯拉,但这还没完了,因为特斯拉降价空间依然还存在。 近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","listText":"特斯拉降价后,各种数据显示,价格战对市场的搅动作用是巨大了,特斯拉7天就卖了近9万辆车。部分门店订单数环比增幅达500%,多位消费者退订比亚迪转购特斯拉,但这还没完了,因为特斯拉降价空间依然还存在。 近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 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特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 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近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","listText":"特斯拉降价后,各种数据显示,价格战对市场的搅动作用是巨大了,特斯拉7天就卖了近9万辆车。部分门店订单数环比增幅达500%,多位消费者退订比亚迪转购特斯拉,但这还没完了,因为特斯拉降价空间依然还存在。 近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","text":"特斯拉降价后,各种数据显示,价格战对市场的搅动作用是巨大了,特斯拉7天就卖了近9万辆车。部分门店订单数环比增幅达500%,多位消费者退订比亚迪转购特斯拉,但这还没完了,因为特斯拉降价空间依然还存在。 近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","images":[{"img":"https://static.tigerbbs.com/7fc9a4679700e55c695dd6d428fabf6e","width":"632","height":"474"},{"img":"https://static.tigerbbs.com/b28a1d3cbbff4b0dacd36de056fe7a10","width":"632","height":"355"},{"img":"https://static.tigerbbs.com/596e41c56cc9a36cb11e28d6d9d43115","width":"632","height":"422"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626599766","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166773561,"gmtCreate":1624026466153,"gmtModify":1624026466153,"author":{"id":"3470710907569284","authorId":"3470710907569284","name":"新天元投资","avatar":"https://static.laohu8.com/0d85d087b57979b889a1cee402154427","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470710907569284","authorIdStr":"3470710907569284"},"themes":[],"htmlText":"啥时候公布。需要等着吗?","listText":"啥时候公布。需要等着吗?","text":"啥时候公布。需要等着吗?","images":[{"img":"https://static.tigerbbs.com/bc781385b3d238d3d9dd3541a4cf1e96","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166773561","isVote":1,"tweetType":1,"viewCount":3216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":166796137,"gmtCreate":1624024518829,"gmtModify":1624024518829,"author":{"id":"3470710907569284","authorId":"3470710907569284","name":"新天元投资","avatar":"https://static.laohu8.com/0d85d087b57979b889a1cee402154427","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470710907569284","authorIdStr":"3470710907569284"},"themes":[],"htmlText":"什么时间公布啊?需要等着吗?","listText":"什么时间公布啊?需要等着吗?","text":"什么时间公布啊?需要等着吗?","images":[{"img":"https://static.tigerbbs.com/c54b06f3c2c37482fdd761f3f824ed88","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166796137","isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350920688,"gmtCreate":1616151722244,"gmtModify":1616151722244,"author":{"id":"3470710907569284","authorId":"3470710907569284","name":"新天元投资","avatar":"https://static.laohu8.com/0d85d087b57979b889a1cee402154427","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470710907569284","authorIdStr":"3470710907569284"},"themes":[],"htmlText":"很透彻[得意] 满仓!","listText":"很透彻[得意] 满仓!","text":"很透彻[得意] 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