Tesla's new sales strategy has attracted a lot of attention.

For a car company, sales volume is definitely a symbol of the status and strength of car companies, and the reason why Toyota has been able to occupy the position of the car company with the highest market value for many years is because Toyota's sales are really high, higher than Volkswagen.

Therefore, Volkswagen can only be relegated to third place.

In second place is Daimler, the investor that Elon Mascu was looking for, to use Daimler, one of the German troika car companies, to save Tesla from its financial woes.

In fourth place is also German cars, BMW, which has not paid attention to the A-segment car market in 2010, although its market value lags behind the other two German car companies, but it is still strong for the German troika.

The reason why these four car companies can occupy the top four places in the global car market value list is because their car brands have very high sales. In the case of the fourth-ranked BMW, they sold 1.5 million units in 2007, and this is only one year of sales.

In 2009, global sales exceeded 1.3 million units, despite a decline due to the economic environment. After 2010, the global economy began to recover, and BMW's global sales were about to rush to 1.5 million units.

Under this premise, many people don't understand a problem, that is......

"Why is Tesla valued at $50 billion?"

A Wall Street investment firm is meeting to discuss whether or not to invest in Tesla.

"Although they have created 25,000 orders in two months, will these orders really be delivered on time?"

An analyst said: "Ordering and buying a car are completely two different concepts, and many consumers choose to pay a small deposit because they are fresh for a while, and then become part of Tesla's order." However, as Tesla's delivery time is extended, they will inevitably have other options because of this. In other words, Tesla's current sales orders of 50,000 units, in addition to the 6,000 deliveries, other orders cannot be counted in our valuation of Tesla. ”

Tesla's valuation reached $50 billion, which is actually very controversial because valuation is not the same as market capitalization.

The valuation is only recognized by some people, or even a very small number of people, just like Jack Ma in another world, he has found so many investors, and no one recognizes his entrepreneurial idea. Later, he met Masayoshi Son, who directly gave him 20 million US dollars, which is why Masayoshi Son recognized his valuation, while others thought that his entrepreneurial idea was not worth much.

But the market value is different, when the company goes public, how many shares are issued, and how much these stocks are worth per share, are all recognized by the market. Even if there is a possibility of a financial crisis, or a company's decision-making mistakes that cause the stock price to crash, before the crash, the market value is equal to how much it is worth.

Tesla's valuation of $50 billion is considered nonsense by many people, because Honda, which is currently ranked seventh in the global car market value rankings, is only $50.6 billion. And how many years has Honda been established?

"Even if Tesla's 50,000 orders are all delivered, this is their global sales. And how much does Honda sell globally? ”

The more analysts talked, the more emotional they became.

"Although market capitalization does not equate to sales, just like Nokia's global sales are higher than Apple's, but the market capitalization is not comparable to Apple's valuation. However, sales volume is definitely a crucial factor. ”

The analyst continued: "In addition to that, how many factories does Honda have around the world? If you count those joint venture factories, Honda doesn't know how much ahead of Tesla. So, why is Tesla's valuation able to reach $50 billion, which is at the same level as Honda? ”

"The most important thing is that the valuation has reached $50 billion, so what should Tesla's market value be after going public? If Tesla's market capitalization can't exceed $100 billion, then how can our investment be rewarded?

"Among the world's car companies, the market value can exceed 100 billion US dollars, only Toyota is currently the only one, and I don't think Tesla can surpass Toyota. Because Toyota has also begun to research pure electric vehicles, and there are gasoline-electric hybrid vehicles that are more suitable for the current market environment than Tesla. ”

"In addition to Toyota, Daimler, Dazhong, BMW, General Motors, Honda, etc., none of these car companies are still developing only fuel vehicles. With the strength of these car companies, it is only a matter of time before they surpass Tesla. ”

"At that point, what will Tesla count?"

Today's meeting is to discuss whether to invest in Tesla, and this analyst and Tesla have no grudges, everything is just in the company's interests.

In fact, his analysis has already made the rest of the investment firm beat the drums.

Someone said: "However, Sequoia Capital rarely makes mistakes, and now there is news that Sequoia Capital is ready to continue to invest in Tesla at a valuation of $50 billion." Our analysis may be different from Sequoia Capital, but we can follow Sequoia Capital. ”

The analyst who proposed it earlier laughed and said, "I admit that Sequoia Capital is very strong, both at the capital level and in terms of investment vision. However, when Sequoia Capital invested in Tesla, Tesla's valuation was only $23 billion. I don't need to remind you that everyone should be able to understand the difference between $23 billion and $50 billion. If Wen Ming had been able to talk to us at that time, I think we would have accepted this valuation. ”

"In addition, why can't the news of Sequoia Capital's additional investment be a smoke bomb released by Sequoia Capital?"

The analyst said confidently: "The purpose is to be able to get rid of their Tesla shares as soon as possible." Because only Sequoia Capital believes that Tesla's valuation is high and will be higher, other investment companies, including us, will have the idea of investing in Tesla. ”

"As long as we go to Tesla to negotiate and then start talking with Tesla about the second round of financing, then who can guarantee that the people at Sequoia Capital will not withdraw their capital and leave after we take a stake? Judging from the valuation of $50 billion, as long as Tesla's Series B financing level reaches 10% of the shares, then Sequoia Capital can make a lot of money and can also hold a part of Tesla's shares. ”

When this analysis was spoken, everyone in the room frowned.

The capital market is cruel, anything can happen for the sake of profit, if Sequoia Capital is not optimistic about Tesla, and releases a smokescreen to find someone to take over, it is also very possible.

The analyst continued: "Don't forget, Tesla hasn't released any news that it wants to raise a second round of funding, which we got from Sequoia Capital. The matter itself is also worth thinking about. ”

"The other thing is, none of us know why Tesla would suddenly choose to use this marketing method that makes the company less credible. Judging from the current situation, the income created by Apple for Wenming will definitely allow him to have endless money, so why is he so eager to let Tesla help him get a sum of cash? ”

While this investment firm was having a meeting, Wall Street and other investment firms in Silicon Valley also started such meetings.

Some of them see it as an opportunity, while others see it as a trap.

In addition to the impact on these investment companies, Tesla's new marketing strategy will have the greatest impact on those who have money, especially those who have already ordered Tesla vehicles.

In their opinion, Tesla has not completed the previous order, then, it is not eligible for a second round of sales. Even if you want to continue selling, you can't let latecomers cut the queue in this way.

First come, first served, this is true everywhere. Especially now the people who buy Tesla cars are rich people.

Rich people pay attention to the first word.

……

ps: I'm finally home.,But,Eating outside broke my stomach.,Pull my legs are weak.,If there's no accident today, it's going to be four chapters.。 I'm wondering if I'm going to sit on the toilet and code the word......