
Yuyue|Mar 12, 2025 06:41
Is Tesla really there?
I have had the habit of reading financial content on FT Chinese website for a long time. In Chinese financial media, I think this is quite objective. However, this morning's focus newspaper was full of Tesla's voices criticizing Tesla. Is it my information cocoon?
——Tesla's valuation is more like a moon landing project than a car manufacturer
——Tesla's position as a technological pioneer is being challenged, and Musk's political orientation and high-profile actions are just adding insult to injury
——After Tesla's stock price fell by 15%, the US President posted on social media late at night
The moon landing program and Musk's role in driving up stock prices from Dragon Quest are essentially no different from Meme
In terms of the fundamentals of car manufacturing, Tesla is a bit unsold:
-At present, the two markets in the United States and Europe are somewhat dangerous due to political opposition, and there are strong voices of resistance;
-In the main market of China, Tesla's intelligent driving FSD system performance and training are not as good as domestic intelligent driving systems. This is very obvious. China's road system is more complex, and the intelligent driving training of Xiaopeng, Ideal, BYD, and even Xiaomi has reached a very mature stage
Do you know what stage Tesla is currently in?
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