即便特斯拉按时交付,一些买家或许也会认为以3.5万美元的基础价格购买Model 3不是很划算。有些人或许是因为购买电动车可获得7500美元的联邦补贴才下的订单。但是,当一家厂商的电动车产量超过20万辆后,联邦补贴会大幅降低。
Tesla will also face plenty of practical questions about building the Model 3. No one can be sure yet whether battery costs can be reduced sufficiently to make the car’s low price tag viable. Then there’s the question of whether Mr Musk can produce the vehicle in the sort of volumes that his now-groaning order book assumes.
特斯拉在制造Model 3方面也将面临大量实际问题。谁也不确定,电池成本能否降到足够低,使得这一车型能够保持低价特色。此外,订单目前在不断增多,马斯克能否实现那么高的产量,也存在疑问。
But, no matter: that is not the point of what Tesla calls “the single biggest one week launch of any product ever”. Its real purpose was to create a stock market “event” to encourage investors to focus on the scale of the potential opportunity. With the company still spending heavily on capex, and unlikely to generate significant profits until after 2020, it is these people who must ultimately foot the bill to fulfil Mr Musk’s dream.
但这没关系:Model 3的发布意义不在这里(特斯拉称,Model 3的发布是“任何产品有史以来单周预订规模最大的一次发布”)。这一发布的真实意图,在于创建一个股市“事件”,鼓励投资者关注这一潜在机会的规模。由于这家公司的资本支出仍很高,并且直到2020年之后才能产生显著盈利,最终必须为马斯克实现梦想的费用买单的正是股市上的这些投资者。
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