不要被情绪支配的个人主页 - 老虎社区

不要被情绪支配

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0勋章

不要被情绪支配

04-22

$特斯拉(TSLA)$ 这是挖坑呢？准备盘后埋人？

不要被情绪支配

04-07

$特斯拉(TSLA)$ 疯了吗？猛上猛下？！

不要被情绪支配

04-07

$特斯拉(TSLA)$ 这股票爆涨暴跌，会埋葬很多人....

不要被情绪支配

04-04

$特斯拉(TSLA)$ 还有抄底的吗？不知道底在哪儿下周会继续跌吗？

不要被情绪支配

03-11

$TSLA 20250516 200.0 PUT$ 搞一把试试[开心]

不要被情绪支配

03-11

$特斯拉(TSLA)$ 猛啊。估计还要猛1，2次就消停了。到时就没啥人发帖，更没人喊抄底。那时候就差不多了。不要轻易抄底，这票补上次的缺口还需要到210。

不要被情绪支配

03-10

220不是底，不要猜测底。右侧建仓

不要被情绪支配

03-08

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ $特斯拉(TSLA)$ 这个票按以往的历史，跌到没人喊抄底的时候，才算到底了。那时候也没人发帖了.哈哈

不要被情绪支配

03-04

$TSLA 20261218 420.0 PUT$ 收割这个

不要被情绪支配

03-04

$TSLA 20250314 300.0 PUT$ 坚持✊

不要被情绪支配

02-25

$特斯拉(TSLA)$ 这个股票涨的飞快跌的飞快。这次低谷不知道到多低，下次再起来也不知道会等多久....

不要被情绪支配

2024-07-25

$特斯拉(TSLA)$ 这波干到200再说。

不要被情绪支配

2024-06-27

$特斯拉(TSLA)$ 有点反常。一般猛涨一把后都会跌下去。这次难道要连续开张？

不要被情绪支配

2023-10-23

$特斯拉(TSLA)$ 这个跌势，一般会跌一个月。稳住，到时抄底。

不要被情绪支配

2023-07-14

不靠谱程度：轻度中度重度印度

马斯克妥协了？报道称特斯拉正商谈在印度建厂

不要被情绪支配

2023-02-03

$特斯拉(TSLA)$ 真牛👍

不要被情绪支配

2022-12-28

$特斯拉(TSLA)$ 啥消息出来了？又猛涨？又想骗我进场？

不要被情绪支配

2022-12-28

$特斯拉(TSLA)$ 今天会破100吗？现在真是庆幸我160多时候全部割肉离场……

不要被情绪支配

2022-12-27

$特斯拉(TSLA)$ 木头姐这些天不停抄底不知道今天开盘会不会又来了

不要被情绪支配

2022-12-27

$特斯拉(TSLA)$ 跌的真是太狠了…… 哗啦啦的直降...

去老虎APP查看更多动态

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这股票爆涨暴跌，会埋葬很多人....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421897913221128","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420850612269152,"gmtCreate":1743777696028,"gmtModify":1743777697324,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 还有抄底的吗？不知道底在哪儿 下周会继续跌吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 还有抄底的吗？不知道底在哪儿 下周会继续跌吗？","text":"$特斯拉(TSLA)$ 还有抄底的吗？不知道底在哪儿 下周会继续跌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420850612269152","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412335003750880,"gmtCreate":1741702527982,"gmtModify":1741703492626,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20250516 200.0 PUT\">$TSLA 20250516 200.0 PUT$</a> 搞一把试试[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250516 200.0 PUT\">$TSLA 20250516 200.0 PUT$</a> 搞一把试试[开心]&nbsp;&nbsp;","text":"$TSLA 20250516 200.0 PUT$ 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收割这个","text":"$TSLA 20261218 420.0 PUT$ 收割这个","images":[{"img":"https://static.tigerbbs.com/502314cf57800aab23f9a96cc94cb978","width":"972","height":"1630"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409972785332352","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":409973874692544,"gmtCreate":1741100911518,"gmtModify":1741101600855,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20250314 300.0 PUT\">$TSLA 20250314 300.0 PUT$</a> 坚持✊","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250314 300.0 PUT\">$TSLA 20250314 300.0 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跌的飞快。这次低谷不知道到多低，下次再起来也不知道会等多久....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/407463517454888","isVote":1,"tweetType":1,"viewCount":3356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"content":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久","text":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久","html":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331382893883680,"gmtCreate":1721911008817,"gmtModify":1721911010185,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这波干到200再说。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这波干到200再说。","text":"$特斯拉(TSLA)$ 这波干到200再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331382893883680","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321401951907864,"gmtCreate":1719497448292,"gmtModify":1719497449942,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有点反常。一般猛涨一把后都会跌下去。这次难道要连续开张？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 有点反常。一般猛涨一把后都会跌下去。这次难道要连续开张？","text":"$特斯拉(TSLA)$ 有点反常。一般猛涨一把后都会跌下去。这次难道要连续开张？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/321401951907864","isVote":1,"tweetType":1,"viewCount":3590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"我信了","avatar":"https://static.tigerbbs.com/4429f6d1a0f8d50b14a2e467280377e7","crmLevel":7,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"这不是下来了","text":"这不是下来了","html":"这不是下来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":233632595726592,"gmtCreate":1698068096451,"gmtModify":1698068097581,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>这个跌势，一般会跌一个月。稳住，到时抄底。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>这个跌势，一般会跌一个月。稳住，到时抄底。","text":"$特斯拉(TSLA)$ 这个跌势，一般会跌一个月。稳住，到时抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233632595726592","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197745141485784,"gmtCreate":1689293270934,"gmtModify":1689293272827,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"不靠谱程度：轻度 中度 重度 印度","listText":"不靠谱程度：轻度 中度 重度 印度","text":"不靠谱程度：轻度 中度 重度 印度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197745141485784","repostId":"1102943687","repostType":2,"repost":{"id":"1102943687","kind":"news","pubTimestamp":1689243921,"share":"https://www.laohu8.com/m/news/1102943687?lang=&edition=full","pubTime":"2023-07-13 18:25","market":"us","language":"zh","title":"马斯克妥协了？报道称特斯拉正商谈在印度建厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1102943687","media":"华尔街见闻","summary":"年产能或达50万辆","content":"<html><head></head><body><p>作者：常嘉帅</p><p style=\"text-align: justify;\">历经2个月的谈判和满天飞的传闻之后，特斯拉进军印度的计划又见新眉目。</p><p style=\"text-align: justify;\">据印媒《印度时报》《经济时报》周四报道，特斯拉已开始与印度政府讨论在印度建厂事宜。报道指，计划中的特斯拉印度汽车工厂预计年产50万辆电动车，且印度版特斯拉起售价或为200万卢比（约17.46万人民币），这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。</p><p style=\"text-align: justify;\">此外，若建厂传闻得到特斯拉证实，即意味着特斯拉CEO马斯克同莫迪政府妥协，放弃了此前一直要求的“先进口、再建厂”策略。</p><h2 id=\"id_4131083779\" style=\"text-align: start;\">特斯拉印度计划：尽量本地化生产 汽车出口印太国家</h2><p style=\"text-align: justify;\">印媒周四的报道还提及，特斯拉考虑将印度作为其出口基地，将生产的汽车销往印度-太平洋地区。</p><p style=\"text-align: justify;\">此外，特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性，以及相关财政激励和税收优惠。</p><p style=\"text-align: justify;\">据印度时报援引消息人士称：</p><blockquote>“特斯拉向我们提出了一个雄心勃勃的计划，我们相信这次的方向会是积极的，尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判，政府希望在保持公平竞争的同时达成“良好协议”。</blockquote><p style=\"text-align: justify;\">印媒报道还称，印度政府试图说服特斯拉支持印度本土零部件制造商，强调印度拥有经验丰富的老牌企业。据《经济时报》，参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。</p><p style=\"text-align: justify;\">然而，<strong>考虑到印度相当薄弱的汽车工业基础，特斯拉很难实现彻底的本地化生产。</strong>经济时报报道指，特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。</p><p style=\"text-align: justify;\">此外，特斯拉高管近日在参与印度汽车制造商协会（SIAM）组织的行业会议时表示，该公司可能会将“特链”供应商引入印度，强调其生产依赖于一套特定的质量标准，而这套标准只能通过现有合作伙伴进行复制。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3692969\" title=\"华尔街见闻此前介绍过\" class=\"\">华尔街见闻此前介绍过</a>，特斯拉墨西哥超级工厂也遭遇了类似的阻碍，马斯克低估了墨西哥本地化生产的难度，因此需要推动特链大迁徙，跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成，预计新工厂将在2025年一季度建成投产。</p><p style=\"text-align: justify;\">值得指出的是，全球几乎所有的大型车企都在墨西哥设厂，工业基础远比印度发达。即便如此，特斯拉完成墨西哥本地化生产目标都极为困难，何况是工业基础逊于墨西哥的印度。</p><h2 id=\"id_1754852272\" style=\"text-align: start;\">特斯拉进军印度，谈判一波多折</h2><p style=\"text-align: justify;\">特斯拉进军印度计划始于去年一季度。</p><p style=\"text-align: justify;\">当时，特斯拉希望让印度政府降低关税，先通过进口的方式在印度卖车，以测试印度市场的需求，但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。</p><p style=\"text-align: justify;\">双方僵持不下，印度政府并不愿意退让。最终，去年5月，特斯拉彻底放弃了进入印度市场的计划。</p><p style=\"text-align: justify;\">直到今年5月，历经一年的停滞后，特斯拉才重启进军印度计划，派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判，彭博当时报道称，双方争议焦点仍是进口关税和建厂等议题，此间一直未传出突破性进展。</p><p style=\"text-align: justify;\">直到6月下旬莫迪访美并与马斯克会晤，特斯拉印度建厂计划才出现转机。</p><p style=\"text-align: justify;\">马斯克在莫迪访美期间，称自己是莫迪的“忠实粉丝”，并表示<a href=\"https://wallstreetcn.com/articles/3691646?keyword=%E7%89%B9%E6%96%AF%E6%8B%89++%E5%8D%B0%E5%BA%A6\" title=\"“特斯拉将很快进入印度”\" target=\"_blank\" class=\"\">“特斯拉将很快进入印度”</a>。</p><p style=\"text-align: justify;\">印度外交部发言人也发推表示，莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba8611bf7020eda1e5f53bf2b924681\" tg-width=\"554\" tg-height=\"627\"/></p><p style=\"text-align: justify;\">马斯克与莫迪会面几周后，即传出了特斯拉计划在印度建厂的消息。</p><h2 id=\"id_3398672039\" style=\"text-align: start;\">通用、小米、富士康等企业相继折戟印度，马斯克为何如此执着？</h2><p style=\"text-align: justify;\">印度并不是一个以营商环境友好闻名的国家。</p><p style=\"text-align: justify;\">前文提及，特斯拉初次进军印度谈判，遇到的关键阻力即是印度高昂的进口关税，按照印度关税体系，4万美元以下进口车关税为60%，4万美元以上的关税高达100%。</p><p style=\"text-align: justify;\">即使是最便宜的特斯拉Model 3，海外售价也超过4万美元，需要缴纳100%关税，超高关税会让特斯拉在印度本地车企面前没有任何竞争力。</p><p style=\"text-align: justify;\">此外，从过往记录来看，印度政府常在课税等方面有意刁难外企，此前进入印度市场的知名企业，大都已经缩小规模，或退出印度市场。</p><p style=\"text-align: justify;\">2022年5月份，小米印度公司555.1亿卢比（约6.8亿美元）资产遭印度执法部门扣押，理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉，也在今年4月遭印度法院驳回。</p><p style=\"text-align: justify;\">小米进入印度近10年，净利润恐怕都没有6.8亿美元，如果这笔钱要不回来，等于十年白干。</p><p style=\"text-align: justify;\">就在本周一，富士康也宣布<a href=\"https://wallstreetcn.com/articles/3692922\" title=\"退出\" target=\"_blank\" class=\"\">退出</a>规模高达195亿美元的印度芯片工厂计划。</p><p style=\"text-align: justify;\">据路透社援引知情人士透露，富士康与印度财团Vedanta合作建厂计划进展缓慢，印度政府允诺的财政补助一再延迟，且印度政府对合资工厂持股比例等细节提出了繁多的要求，因此富士康决定退出该合资企业。</p><p style=\"text-align: justify;\">印度政府和英企沃达丰之间，更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。</p><p style=\"text-align: justify;\">2007年，英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税，最后<strong>甚至不惜修改法律</strong>，向沃丰达索要税款、罚款、滞纳金累计50亿美元。<strong>印度最高法院在相关判决中一面倒支持印度政府，令国际社会瞠目。案子最终打上海牙国际仲裁庭，印度政府被判败诉，才作罢。</strong></p><p style=\"text-align: justify;\"><strong>据不完全统计，2014年至2021年，共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量，已经从每年200家已经缩减到去年年底不到70家。</strong></p><p style=\"text-align: justify;\">包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业，都已在最近几年间相继退出印度。此外，谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业，在简单试水印度业务之后，纷纷选择彻底退出该市场。</p><p style=\"text-align: justify;\">如此多企业相继折戟印度，马斯克为何还如此执着？</p><p style=\"text-align: justify;\">答案可能和特斯拉的长远规划有关，即“牺牲利润尽可能占领更多的市场”。</p><p style=\"text-align: justify;\">4月份发布的一季度财报显示，特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示，他愿意在短期内牺牲特斯拉的利润，以积极争取市场份额，目的是在实现“完全自动驾驶”时赚更多的钱，并通过“无人驾驶出租车”（robotaxis）的运营赚取额外收入。</p><p style=\"text-align: justify;\"><strong>考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场，如果特斯拉能成功在印度站稳脚跟，交付量有望在未来几年内大幅提升，也可为其自动驾驶技术贡献大量数据，推动特斯拉更快实现“完全自动驾驶”，推出无人驾驶出租车，占据市场先机。</strong></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克妥协了？报道称特斯拉正商谈在印度建厂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克妥协了？报道称特斯拉正商谈在印度建厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693175><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：常嘉帅历经2个月的谈判和满天飞的传闻之后，特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道，特斯拉已开始与印度政府讨论在印度建厂事宜。报道指，计划中的特斯拉印度汽车工厂预计年产50万辆电动车，且印度版特斯拉起售价或为200万卢比（约17.46万人民币），这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外，若建厂传闻得到特斯拉证实，即意味着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693175\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dfd4f9904b8ca8047b9f762d3ec98b4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3693175","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102943687","content_text":"作者：常嘉帅历经2个月的谈判和满天飞的传闻之后，特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道，特斯拉已开始与印度政府讨论在印度建厂事宜。报道指，计划中的特斯拉印度汽车工厂预计年产50万辆电动车，且印度版特斯拉起售价或为200万卢比（约17.46万人民币），这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外，若建厂传闻得到特斯拉证实，即意味着特斯拉CEO马斯克同莫迪政府妥协，放弃了此前一直要求的“先进口、再建厂”策略。特斯拉印度计划：尽量本地化生产 汽车出口印太国家印媒周四的报道还提及，特斯拉考虑将印度作为其出口基地，将生产的汽车销往印度-太平洋地区。此外，特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性，以及相关财政激励和税收优惠。据印度时报援引消息人士称：“特斯拉向我们提出了一个雄心勃勃的计划，我们相信这次的方向会是积极的，尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判，政府希望在保持公平竞争的同时达成“良好协议”。印媒报道还称，印度政府试图说服特斯拉支持印度本土零部件制造商，强调印度拥有经验丰富的老牌企业。据《经济时报》，参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。然而，考虑到印度相当薄弱的汽车工业基础，特斯拉很难实现彻底的本地化生产。经济时报报道指，特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。此外，特斯拉高管近日在参与印度汽车制造商协会（SIAM）组织的行业会议时表示，该公司可能会将“特链”供应商引入印度，强调其生产依赖于一套特定的质量标准，而这套标准只能通过现有合作伙伴进行复制。华尔街见闻此前介绍过，特斯拉墨西哥超级工厂也遭遇了类似的阻碍，马斯克低估了墨西哥本地化生产的难度，因此需要推动特链大迁徙，跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成，预计新工厂将在2025年一季度建成投产。值得指出的是，全球几乎所有的大型车企都在墨西哥设厂，工业基础远比印度发达。即便如此，特斯拉完成墨西哥本地化生产目标都极为困难，何况是工业基础逊于墨西哥的印度。特斯拉进军印度，谈判一波多折特斯拉进军印度计划始于去年一季度。当时，特斯拉希望让印度政府降低关税，先通过进口的方式在印度卖车，以测试印度市场的需求，但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。双方僵持不下，印度政府并不愿意退让。最终，去年5月，特斯拉彻底放弃了进入印度市场的计划。直到今年5月，历经一年的停滞后，特斯拉才重启进军印度计划，派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判，彭博当时报道称，双方争议焦点仍是进口关税和建厂等议题，此间一直未传出突破性进展。直到6月下旬莫迪访美并与马斯克会晤，特斯拉印度建厂计划才出现转机。马斯克在莫迪访美期间，称自己是莫迪的“忠实粉丝”，并表示“特斯拉将很快进入印度”。印度外交部发言人也发推表示，莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。马斯克与莫迪会面几周后，即传出了特斯拉计划在印度建厂的消息。通用、小米、富士康等企业相继折戟印度，马斯克为何如此执着？印度并不是一个以营商环境友好闻名的国家。前文提及，特斯拉初次进军印度谈判，遇到的关键阻力即是印度高昂的进口关税，按照印度关税体系，4万美元以下进口车关税为60%，4万美元以上的关税高达100%。即使是最便宜的特斯拉Model 3，海外售价也超过4万美元，需要缴纳100%关税，超高关税会让特斯拉在印度本地车企面前没有任何竞争力。此外，从过往记录来看，印度政府常在课税等方面有意刁难外企，此前进入印度市场的知名企业，大都已经缩小规模，或退出印度市场。2022年5月份，小米印度公司555.1亿卢比（约6.8亿美元）资产遭印度执法部门扣押，理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉，也在今年4月遭印度法院驳回。小米进入印度近10年，净利润恐怕都没有6.8亿美元，如果这笔钱要不回来，等于十年白干。就在本周一，富士康也宣布退出规模高达195亿美元的印度芯片工厂计划。据路透社援引知情人士透露，富士康与印度财团Vedanta合作建厂计划进展缓慢，印度政府允诺的财政补助一再延迟，且印度政府对合资工厂持股比例等细节提出了繁多的要求，因此富士康决定退出该合资企业。印度政府和英企沃达丰之间，更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。2007年，英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税，最后甚至不惜修改法律，向沃丰达索要税款、罚款、滞纳金累计50亿美元。印度最高法院在相关判决中一面倒支持印度政府，令国际社会瞠目。案子最终打上海牙国际仲裁庭，印度政府被判败诉，才作罢。据不完全统计，2014年至2021年，共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量，已经从每年200家已经缩减到去年年底不到70家。包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业，都已在最近几年间相继退出印度。此外，谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业，在简单试水印度业务之后，纷纷选择彻底退出该市场。如此多企业相继折戟印度，马斯克为何还如此执着？答案可能和特斯拉的长远规划有关，即“牺牲利润尽可能占领更多的市场”。4月份发布的一季度财报显示，特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示，他愿意在短期内牺牲特斯拉的利润，以积极争取市场份额，目的是在实现“完全自动驾驶”时赚更多的钱，并通过“无人驾驶出租车”（robotaxis）的运营赚取额外收入。考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场，如果特斯拉能成功在印度站稳脚跟，交付量有望在未来几年内大幅提升，也可为其自动驾驶技术贡献大量数据，推动特斯拉更快实现“完全自动驾驶”，推出无人驾驶出租车，占据市场先机。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622681329,"gmtCreate":1675437760961,"gmtModify":1675445709826,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a 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那11.10日是什么呢？为什么那么关注11.10日呢？为什么9.20日一下翻了5倍呢？要是有语音就好了。懒得敲字了。自己查一下吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/325536","isVote":1,"tweetType":1,"viewCount":3205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440669905498071","authorId":"3440669905498071","name":"Emily700512","avatar":"https://static.tigerbbs.com/21c99680f84f92a8ffa528d1e30b0366","crmLevel":2,"crmLevelSwitch":0,"idStr":"3440669905498071","authorIdStr":"3440669905498071"},"content":"请下载，野兽生活研究所app,今天有一篇他酊类药物和心脏病的关系以及治疗效果，如果是真的，那与期望值相差太远，共同学习一下，谢谢！","text":"请下载，野兽生活研究所app,今天有一篇他酊类药物和心脏病的关系以及治疗效果，如果是真的，那与期望值相差太远，共同学习一下，谢谢！","html":"请下载，野兽生活研究所app,今天有一篇他酊类药物和心脏病的关系以及治疗效果，如果是真的，那与期望值相差太远，共同学习一下，谢谢！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603426910,"gmtCreate":1638442592547,"gmtModify":1638442592547,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>990的埋单等了好久…。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>990的埋单等了好久…。","text":"$特斯拉(TSLA)$990的埋单等了好久…。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/603426910","isVote":1,"tweetType":1,"viewCount":4590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290494,"gmtCreate":1538766058544,"gmtModify":1704776323706,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"$阿玛琳(AMRN)$ 我把最新的这个股票的文章转贴一个。想玩这个股票的认真读读。不懂英文你拿字典查查。盲目的瞎搞，也许会死的很惨。 靠，只能截图3张？算了，给链接自己看吧。见回复里","listText":"$阿玛琳(AMRN)$ 我把最新的这个股票的文章转贴一个。想玩这个股票的认真读读。不懂英文你拿字典查查。盲目的瞎搞，也许会死的很惨。 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靠，只能截图3张？算了，给链接自己看吧。见回复里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/290494","isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499818301442972","authorId":"3499818301442972","name":"思念悠悠在远方","avatar":"https://static.tigerbbs.com/293f9329ba0451a4854cb580f874b868","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499818301442972","authorIdStr":"3499818301442972"},"content":"为什么没有涨到30呢，哪怕涨到25，我相信都没有空军了","text":"为什么没有涨到30呢，哪怕涨到25，我相信都没有空军了","html":"为什么没有涨到30呢，哪怕涨到25，我相信都没有空军了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612220182,"gmtCreate":1652362539146,"gmtModify":1652362539146,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a 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这个股票涨的飞快 跌的飞快。这次低谷不知道到多低，下次再起来也不知道会等多久....","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这个股票涨的飞快 跌的飞快。这次低谷不知道到多低，下次再起来也不知道会等多久....","text":"$特斯拉(TSLA)$ 这个股票涨的飞快 跌的飞快。这次低谷不知道到多低，下次再起来也不知道会等多久....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/407463517454888","isVote":1,"tweetType":1,"viewCount":3356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"content":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久","text":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久","html":"我估计要回到200多，然后上下盘整很久，再看啥时候再猛炒上来。这个股票每次涨很高后，都坚持不了多久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324644,"gmtCreate":1541527709475,"gmtModify":1704779983024,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"$AcelRx 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我又买了些。我觉得FDA过了，剩下就看这个团队的执行了。如果管理团队没能力，执行不好，那可以卖给大公司。我长期持有看看吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/324644","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500634483005595","authorId":"3500634483005595","name":"Tige愛wolf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500634483005595","authorIdStr":"3500634483005595"},"content":"糟糕的是不漂亮的季报与ceo“自己建设60人的销售团队”的决定以及大量的期权看跌持仓让股价应声下跌，他的资本是其安全便利高效迅速的疼痛管理模式、手握欧美批准和dod订单...究竟是没有大药厂对此药感兴趣还是准备圈地待价而沽，而导致这位ceo做出了与自己拿手的以擅长卖企业的特点截然相反的决定？","text":"糟糕的是不漂亮的季报与ceo“自己建设60人的销售团队”的决定以及大量的期权看跌持仓让股价应声下跌，他的资本是其安全便利高效迅速的疼痛管理模式、手握欧美批准和dod订单...究竟是没有大药厂对此药感兴趣还是准备圈地待价而沽，而导致这位ceo做出了与自己拿手的以擅长卖企业的特点截然相反的决定？","html":"糟糕的是不漂亮的季报与ceo“自己建设60人的销售团队”的决定以及大量的期权看跌持仓让股价应声下跌，他的资本是其安全便利高效迅速的疼痛管理模式、手握欧美批准和dod订单...究竟是没有大药厂对此药感兴趣还是准备圈地待价而沽，而导致这位ceo做出了与自己拿手的以擅长卖企业的特点截然相反的决定？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288100,"gmtCreate":1538589462982,"gmtModify":1704776047327,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"$阿玛琳(AMRN)$ 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Pharmaceuticals(ACRX)$ md, 赌对了！ adcom 过了！ 就看股票涨多少了！$Trevena Inc(TRVN)$ 昨天赌输了，希望这个能加倍赚回来！！恭喜所有看好的朋友们！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/305096","isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494310598416562","authorId":"3494310598416562","name":"端坐霜天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494310598416562","authorIdStr":"3494310598416562"},"content":"哥们看到几块？","text":"哥们看到几块？","html":"哥们看到几块？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621890898,"gmtCreate":1672145298215,"gmtModify":1672145299365,"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475953264104511","authorIdStr":"3475953264104511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>木头姐这些天不停抄底 不知道今天开盘会不会又来了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>木头姐这些天不停抄底 不知道今天开盘会不会又来了","text":"$特斯拉(TSLA)$ 木头姐这些天不停抄底 不知道今天开盘会不会又来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/621890898","isVote":1,"tweetType":1,"viewCount":13013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"权货多空","avatar":"https://static.tigerbbs.com/b84db6b69ddd9a2009dd889301c66ea5","crmLevel":8,"crmLevelSwitch":1,"idStr":"3463446769405484","authorIdStr":"3463446769405484"},"content":"抄底是一个形容词是一个结果，比喻那些买在山谷的人。而不是一个动词，她那叫接盘","text":"抄底是一个形容词是一个结果，比喻那些买在山谷的人。而不是一个动词，她那叫接盘","html":"抄底是一个形容词是一个结果，比喻那些买在山谷的人。而不是一个动词，她那叫接盘"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}