E*********r
发帖数: 4984 | 1 个人感觉Elon Musk比较会吹，但是现在看来TESLA的车问题还真是不少。 看看这段
A better comparison would pit the record of the Model S against other
electric vehicles. There might be a reason Musk didn’t do that. There are
nearly 90,000 Nissan Leaf electrics on the road, for example, and not one
vehicle fire has been reported. General Motors has sold about 50,000 Chevy
Volts, and the only known fire occurred three weeks after NHTSA crash-tested
one, as battery chemicals unleashed during the test leaked and eventually
began smoldering. Altogether, there are nearly 140,000 Leafs and Volts on
the road, without a single on-road fire between them. Suddenly, three fires
among 19,000 cars doesn't seem so impressive.
Musk还比较会耍赖
Musk is also making the wrong comparison when he cites the incidence of
fires in gasoline cars. A Merrill Lynch analyst has already called Musk out
for comparing apples and oranges, since the data for fires in gas-powered
cars include every possible cause, including owners who set their own cars
on fire to scam insurance companies. Musk’s data for Tesla, by contrast,
involves only on-the-road incidents in cars that by definition are less than
two years old.
我记得半年前曾经谈到过TESLA的投资者把所有利好因素全Price In了，根本没有考虑
到可能出现的事故和故障率。 现在问题出来了，股价估计要大跌一阵子了。 |
a*****e
发帖数: 16445 | 2 这哥们是极聪明的，但是有点星宿老先仙的感觉，希望他能及时修正 |
h*********r
发帖数: 2844 | 3 Elon Musk面像不善。
tested
fires
【在 E*********r 的大作中提到】
: 个人感觉Elon Musk比较会吹，但是现在看来TESLA的车问题还真是不少。 看看这段
: A better comparison would pit the record of the Model S against other
: electric vehicles. There might be a reason Musk didn’t do that. There are
: nearly 90,000 Nissan Leaf electrics on the road, for example, and not one
: vehicle fire has been reported. General Motors has sold about 50,000 Chevy
: Volts, and the only known fire occurred three weeks after NHTSA crash-tested
: one, as battery chemicals unleashed during the test leaked and eventually
: began smoldering. Altogether, there are nearly 140,000 Leafs and Volts on
: the road, without a single on-road fire between them. Suddenly, three fires
: among 19,000 cars doesn't seem so impressive.
|
E*********r
发帖数: 4984 | 4 比较心焦气躁，做事情喜欢一步登天。 看看这段
Tesla’s initial success stems largely from the must-do mentality of a
startup. But its survival may depend on whether it develops the
institutional defenses of the big, slow companies Musk often derides. They’
re not as foolish as they sometimes seem.
大车厂能够生存还是有厉害的地方。 难是难在普及上面，而且在成本控制方面，又不
影响到质量。象丰田都出过刹车失灵的情况，Tesla要做大，而且做低端的话，问题肯
定铺天盖地了。 |
A*******m
发帖数: 2326 | 5 别的不说，volt不能算作电车，加满油充满电才跑300mile，光充电没油只能跑不到
20mile |
h*********r
发帖数: 2844 | 6 曾经和detroit 的三大打过交道。他们有个parts上需要省的钱是0.01cents。这种精准
的计算和物流，质控是tesla 根本做不到的。
【在 E*********r 的大作中提到】
: 比较心焦气躁，做事情喜欢一步登天。 看看这段
: Tesla’s initial success stems largely from the must-do mentality of a
: startup. But its survival may depend on whether it develops the
: institutional defenses of the big, slow companies Musk often derides. They’
: re not as foolish as they sometimes seem.
: 大车厂能够生存还是有厉害的地方。 难是难在普及上面，而且在成本控制方面，又不
: 影响到质量。象丰田都出过刹车失灵的情况，Tesla要做大，而且做低端的话，问题肯
: 定铺天盖地了。
|
c****y
发帖数: 3592 | 7 tesla用的电池不一样，要维持高performing只能用稳定性低的电池 |
b*****e
发帖数: 53215 | 8 结果三大都搞得倒闭了
【在 h*********r 的大作中提到】
: 曾经和detroit 的三大打过交道。他们有个parts上需要省的钱是0.01cents。这种精准
: 的计算和物流，质控是tesla 根本做不到的。
|
E*********r
发帖数: 4984 | 9 倒闭不是车的原因，而是工会的搅局，让车厂无力支付退休员工的薪水，是制度问题，
车本身没有问题。
【在 b*****e 的大作中提到】
: 结果三大都搞得倒闭了
|
b*****e
发帖数: 53215 | 10 车没问题怎么卖不过倭车？
【在 E*********r 的大作中提到】
: 倒闭不是车的原因，而是工会的搅局，让车厂无力支付退休员工的薪水，是制度问题，
: 车本身没有问题。
|
|
|
E*********r
发帖数: 4984 | 11 通用和丰田轮流坐庄，福特也不错啊！ 那你说销量上奔驰比丰田差多了，奔驰不如丰
田？ |
M********i
发帖数: 4082 | 12 不就是碰撞后着火么 又不是好好开着突然就开始冒烟 找俩中学生研究一下怎样把鸡蛋
从四楼扔下来不破不就解决啦？ |
i**y
发帖数: 1170 | 13 那不是更应该着火么？ according to Musk.
【在 A*******m 的大作中提到】
: 别的不说，volt不能算作电车，加满油充满电才跑300mile，光充电没油只能跑不到
: 20mile
|
L****c
发帖数: 209 | 14 nice catch :)
【在 i**y 的大作中提到】
: 那不是更应该着火么？ according to Musk.
|
a*****e
发帖数: 16445 | 15 赶脚宝马弄出个酷电车的话，特斯拉就惨了。另外特斯拉电池在底盘，跑车底盘又低容
易碰到什么东西起火，这是致命设计缺陷。说到底特斯拉不过是个玩具，热度眼看着就
过去了。悲哀的一轮马思科，终究是没有自己的发明。 |
l****i
发帖数: 4609 | 16 这个 需要很长时间recovery
Russell 跑得最欢的前25 名 有17 个还是在赔钱的， 其中包括特斯拉， 泡泡破掉了
，市场就健康了 |
t*******x
发帖数: 264 | 17 宝马有电车
【在 a*****e 的大作中提到】
: 赶脚宝马弄出个酷电车的话，特斯拉就惨了。另外特斯拉电池在底盘，跑车底盘又低容
: 易碰到什么东西起火，这是致命设计缺陷。说到底特斯拉不过是个玩具，热度眼看着就
: 过去了。悲哀的一轮马思科，终究是没有自己的发明。
|
a*****e
发帖数: 16445 | 18 特斯拉可以耍酷，宝马更可以
Look at this car, you still think tesla is cooler?
http://reviews.cnet.com/8301-13746_7-20085403-48/bmw-i-reveals-
【在 t*******x 的大作中提到】
: 宝马有电车
|
T*U
发帖数: 22634 | 19 tesla的问题是，太多散户在里面。人家庄家$80就赚翻,拉高是为了吸引散户上车。不
见点血，下次拉到300百的过程，还有人敢上。
tested
fires
【在 E*********r 的大作中提到】
: 个人感觉Elon Musk比较会吹，但是现在看来TESLA的车问题还真是不少。 看看这段
: A better comparison would pit the record of the Model S against other
: electric vehicles. There might be a reason Musk didn’t do that. There are
: nearly 90,000 Nissan Leaf electrics on the road, for example, and not one
: vehicle fire has been reported. General Motors has sold about 50,000 Chevy
: Volts, and the only known fire occurred three weeks after NHTSA crash-tested
: one, as battery chemicals unleashed during the test leaked and eventually
: began smoldering. Altogether, there are nearly 140,000 Leafs and Volts on
: the road, without a single on-road fire between them. Suddenly, three fires
: among 19,000 cars doesn't seem so impressive.
|
E*********r
发帖数: 4984 | 20 这个股或许一辈子都到不了300，要上300，必须是电动车市场完全爆发，然后Tesla独
树一帜，销量达到20-30万辆/年。但是这可能吗？TESLA现在一年21000辆，要10倍的产
能。另外，其它大厂都有东西出来，消费者选择余地很大，这些大厂没有一个比Tesla
弱的。从根本上讲，电动车市场全面爆发还早着呢！ |
