芝能汽车出品两三年前,通用汽车和特斯拉的季度报告是没办法放在一起的,一家是以北美大尺寸SUV和皮卡赚钱的老牌企业(稳健的北美市场、强大的现金流和金融业务),另外一家是电车头牌(增长的电车交付量、能源业务扩张及垂直整合体系)。两者在利润结构、运营效率及战略路径上的分化,是汽车行业“现金流型企业”与“科技成长型企业”之间的差异。随着特斯拉把重心放在AI、机器人和Robotaxi上,特斯拉的电车业务现在...
Source Link芝能汽车出品两三年前,通用汽车和特斯拉的季度报告是没办法放在一起的,一家是以北美大尺寸SUV和皮卡赚钱的老牌企业(稳健的北美市场、强大的现金流和金融业务),另外一家是电车头牌(增长的电车交付量、能源业务扩张及垂直整合体系)。两者在利润结构、运营效率及战略路径上的分化,是汽车行业“现金流型企业”与“科技成长型企业”之间的差异。随着特斯拉把重心放在AI、机器人和Robotaxi上,特斯拉的电车业务现在...
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