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今年二十七八岁 - 打造家庭影院新体验
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今年二十七八岁 - 打造家庭影院新体验

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来源:华尔街见闻

报道称,在马斯克看来,他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情,比如推出新车型以及迎合华尔街分析师的情绪。

据科技媒体TheInformation报道,马斯克似乎已对电动汽车业务失去兴趣,拒绝推出备受期待的2.5万美元经济型跨界SUV(Model2),转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。

报道写道,马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来,他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情,比如推出新车型以及迎合华尔街分析师的情绪。

马斯克拒绝了高管们提出的继续开发价格在2.5万美元的经济型跨界SUV的建议,转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。这一决定不仅忽视了公司内部不利于Robotaxi的市场分析,还导致了三位高级高管的出走。

在转型至AI公司之际,特斯拉遭遇了销售下滑、品牌危机等负面因素,使得特斯拉股价自去年12月的高点以来已下跌近50%。

考虑到特斯拉的高估值,如果销售不反弹,可能进一步下跌。

投资者现在面临的是,是否相信马斯克的AI愿景能够补偿甚至超过电动汽车业务放缓带来的损失,而这一切都取决于Robotaxi能否实现马斯克预期的宏伟预期。

内部分析显示Robotaxi市场前景堪忧

特斯拉内部未公开的分析报告对Robotaxi的前景提出了严重质疑。

这款无方向盘、无踏板、无后视镜的无人驾驶电动车,在马斯克看来可能售出数百万辆并获得巨额利润。

然而,内部分析显示,Robotaxi销售给个人和用于共享出行的数量可能只有数十万辆,且该车型可能永远无法盈利。

分析师们计算出,随着Robotaxi的普及,美国汽车市场可能从每年1500万辆萎缩至约300万辆,因为无人驾驶车辆的使用时间是私家车的五倍。

不过,在排除农村地区居民、郊区有孩子的家庭和经常携带大型装备的活跃人群后,预计Robotaxi的年销量远低于100万辆。

更关键的是,特斯拉2024年在美国销售的63.37万辆电动车中,有很大一部分可能无法被Robotaxi取代。

分析师预计,在来自Waymo和其他初创公司的竞争下,特斯拉的市场份额将进一步缩小。

高管反叛与"Model2之死"

2024年2月最后一周,在经过两年关于Model2的反复辩论后,马斯克在特斯拉帕洛阿尔托办公室召开了一次重要会议,这是对2.5万美元车型进行最后辩论的机会。

特斯拉高级管理团队强烈支持同时生产Model2和RoboTaxi,认为这款价格亲民的电动车每年可销售数百万辆,并为马斯克的AI雄心提供资金支持。

当反对意见不断积累,气氛变得紧张时,马斯克的坚定支持者OmeadAfshar甚至问道:"这是一场叛变吗?"

最终,马斯克做出决定:Model2项目彻底终止,特斯拉将转型为一家AI公司。

"归根结底,我认为埃隆只是对制造大众高尔夫那样的汽车不感兴趣,"一位了解情况的人士表示,"他的态度是'让别人去做吧'。"

在那次会议仅六周后,三位曾为Model2辩护的高管突然离职:动力系统高级副总裁DrewBaglino、全球公共政策和业务发展副总裁RohanPatel以及车辆项目总监DanielHo。Patel表示:

风险提示及免责条款

市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

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