Tesla.$Tesla Motors(TSLA)$
1. Tesla is currently the highest profit margin among new energy vehicle companies, and it does have the confidence to reduce prices.
2. From the end of the year's series of promotional activities and higher inventory, the sales of Model 3 and Model Y are weak. One of the most important elements to support Tesla's high profits is scale, so once sales decline, the story cannot continue to be scared.
3. Tesla's product concept is to maximize product advantages, rather than the "barrel theory" adopted by most car companies, where to make up for it; so what leads is that Model 3 and Model Y have strong advantages in driving control and intelligent related aspects, but also have very obvious shortcomings in ride comfort and luxurious interior. When there were fewer models in the market a year or two, Tesla was able to open the market with its own unique advantages, but when the number of models that everyone could choose from, Tesla's competitiveness would decline significantly.
4. The stock price plummeted, and sales growth was needed to boost the confidence of the capital market.
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