g*******h
发帖数: 1327 | 1 80K+ model 3 sounds like another model s to me ....说好的35K呢，说好的mass
car呢？ |
H*****D
发帖数: 4462 | 2 明天再跌10块再说？
【在 g*******h 的大作中提到】
: 80K+ model 3 sounds like another model s to me ....说好的35K呢，说好的mass
: car呢？
|
g*******h
发帖数: 1327 | 3 不知道哇 按理说有本事卖各种trim对auto company是好事，增加margin。 不过说实话
这个trim真心有点贵。affordability是个大问题，离35k越走越远。
：明天再跌10块再说？
： |
m******c
发帖数: 1202 | 4 和皇帝新装差不多了，只差一个小孩跳出来喊没穿衣服。 |
g*******h
发帖数: 1327 | 5 已经改口风了， tsla最新官方文件不再称model 3为mass car了：
“Model 3 is already on the cusp of becoming the best-selling
mid-sized premium sedan in the US, and our deliveries continue to increase. ”
http://files.shareholder.com/downloads/ABEA-4CW8X0/2132809332x0x979026/44C49236-1FC2-4FD9-80B1-495ED74E4194/TSLA_Update_Letter_2018-1Q.pdf |
d********e
发帖数: 1720 | 6
. ”
Their SEC filing (Form 10-K) said M3 was for mass market:
http://www.sec.gov/Archives/edgar/data/1318605/000156459018002956/tsla-10k_20171231.htm
Page 1:
"We commenced deliveries of Model 3, a lower priced sedan designed for the
mass market, in July 2017 and continue to ramp its production."
Page 5:
"Moreover, we have designed Model 3 with a mix of materials to be
lightweight and safe while also increasing cost-effectiveness for this mass-
market vehicle."
Page 17:
"Our future growth and success is dependent upon consumers’ willingness to
adopt electric vehicles and specifically our vehicles, especially in the
mass market demographic which we are targeting with Model 3."
Page 39:
"Our production vehicle fleet includes our Model S premium sedan and our
Model X sport utility vehicle, which are our highest-performance vehicles,
and our Model 3, a lower priced sedan designed for the mass market which we
began to produce and deliver in the second half of 2017."
【在 g*******h 的大作中提到】
: 已经改口风了， tsla最新官方文件不再称model 3为mass car了：
: “Model 3 is already on the cusp of becoming the best-selling
: mid-sized premium sedan in the US, and our deliveries continue to increase. ”
: http://files.shareholder.com/downloads/ABEA-4CW8X0/2132809332x0x979026/44C49236-1FC2-4FD9-80B1-495ED74E4194/TSLA_Update_Letter_2018-1Q.pdf
|
r*****n
发帖数: 40 | |
m**n
发帖数: 1 | 8 有什么问题，又不是luxury sedan
. ”
【在 g*******h 的大作中提到】
: 已经改口风了， tsla最新官方文件不再称model 3为mass car了：
: “Model 3 is already on the cusp of becoming the best-selling
: mid-sized premium sedan in the US, and our deliveries continue to increase. ”
: http://files.shareholder.com/downloads/ABEA-4CW8X0/2132809332x0x979026/44C49236-1FC2-4FD9-80B1-495ED74E4194/TSLA_Update_Letter_2018-1Q.pdf
|
g*******h
发帖数: 1327 | 9 good research! 所以从2017 10K 到最近的 2018 quarter report的文字来看，确实是
model 3的定位变动了。
interesting。
mass-
【在 d********e 的大作中提到】
:
: . ”
: Their SEC filing (Form 10-K) said M3 was for mass market:
: http://www.sec.gov/Archives/edgar/data/1318605/000156459018002956/tsla-10k_20171231.htm
: Page 1:
: "We commenced deliveries of Model 3, a lower priced sedan designed for the
: mass market, in July 2017 and continue to ramp its production."
: Page 5:
: "Moreover, we have designed Model 3 with a mix of materials to be
: lightweight and safe while also increasing cost-effectiveness for this mass-
|
g*******h
发帖数: 1327 | 10 现在的model 3官方定位从mass car，改为“mid-sized premium sedan”， 不知道你
所说的 “luxury sedan”是指什么
【在 m**n 的大作中提到】
: 有什么问题，又不是luxury sedan
:
: . ”
|
|
|
m**n
发帖数: 1 | 11 M3乞丐版3万五，和宝马3差不多，当然算premium car, 你说mass car难道是指东方不
败一类的？, lol
【在 g*******h 的大作中提到】
: 现在的model 3官方定位从mass car，改为“mid-sized premium sedan”， 不知道你
: 所说的 “luxury sedan”是指什么
|
d********e
发帖数: 1720 | 12
2018 10-Q (MARCH 31, 2018) still said it's for mass market:
http://ir.tesla.com/secfiling.cfm?filingID=1564590-18-11086&CIK=1318605
Not sure what Tesla web site called it before.
【在 g*******h 的大作中提到】
: good research! 所以从2017 10K 到最近的 2018 quarter report的文字来看，确实是
: model 3的定位变动了。
: interesting。
:
: mass-
|
B******r
发帖数: 94 | 13 Toyota Camry, Honda Accord 算 “mid-sized premium sedan”嗎？
【在 g*******h 的大作中提到】
: 现在的model 3官方定位从mass car，改为“mid-sized premium sedan”， 不知道你
: 所说的 “luxury sedan”是指什么
|
r*****n
发帖数: 40 | 14 musk 推特上有回复的
是不是又有意买进？ 呵呵
【在 g*******h 的大作中提到】
: good research! 所以从2017 10K 到最近的 2018 quarter report的文字来看，确实是
: model 3的定位变动了。
: interesting。
:
: mass-
|
d********e
发帖数: 1720 | 15
It was Tesla calling M3 as mass market car. You can find it in their 10-K/10
-Q.
【在 m**n 的大作中提到】
: M3乞丐版3万五，和宝马3差不多，当然算premium car, 你说mass car难道是指东方不
: 败一类的？, lol
|
r*****n
发帖数: 40 | 16 "Antwort an @ivanovi_ivaylo
With production, 1st you need achieve target rate & then smooth out flow to
achieve target cost. Shipping min cost Model 3 right away wd cause Tesla to
lose money & die. Need 3 to 6 months after 5k/wk to ship $35k Tesla & live."
for your information
【在 g*******h 的大作中提到】
: 80K+ model 3 sounds like another model s to me ....说好的35K呢，说好的mass
: car呢？
|
m**n
发帖数: 1 | 17 mass market就不能premium了？这是什逻辑
10
【在 d********e 的大作中提到】
:
: It was Tesla calling M3 as mass market car. You can find it in their 10-K/10
: -Q.
|
g*******h
发帖数: 1327 | 18 can't see 80K a mass car within next decade.
【在 m**n 的大作中提到】
: mass market就不能premium了？这是什逻辑
:
: 10
|
r*****n
发帖数: 40 | 19 bankruptcy is weiter away. So for day trading dont need hesitate to buy.
【在 g*******h 的大作中提到】
: can't see 80K a mass car within next decade.
|
d********e
发帖数: 1720 | 20
To be fair, the current M3 average is probably 50K. But I don't see 50K a
mass market car any time soon either. For 80K, I would rather to get Jaguar
i-Pace.
【在 g*******h 的大作中提到】
: can't see 80K a mass car within next decade.
|
|
|
B******r
发帖数: 94 | 21 $78K 是M3的頂配吧，dual motor + performance + long range + premium upgrades
【在 g*******h 的大作中提到】
: can't see 80K a mass car within next decade.
|
d********e
发帖数: 1720 | 22
upgrades
I think most people would agree that Toyota Camry is a true mass market car.
A fully loaded Camry SE costs less than $30K.
【在 B******r 的大作中提到】
: $78K 是M3的頂配吧，dual motor + performance + long range + premium upgrades
|
g*******h
发帖数: 1327 | 23 交钱提车的时候，不用顶配就轻松过80K了
upgrades
【在 B******r 的大作中提到】
: $78K 是M3的頂配吧，dual motor + performance + long range + premium upgrades
|
d********e
发帖数: 1720 | 24 I think the $78k doesn't include Autopilot. Fanboys willing to shell out $
78k are very likely to get the Autopilot as well. So have $90+k ready on
delivery LOL
：交钱提车的时候，不用顶配就轻松过80K了
： |
