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门_7322
2020-08-16
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Is it okay for Tesla to "refuse to submit the door" and let consumers get some benefits?
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href=\"https://laohu8.com/S/AGQ\">$2倍做多白银ETF-ProShares(AGQ)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/AGQ\">$2倍做多白银ETF-ProShares(AGQ)$ </a><v-v data-views=\"1\"></v-v> ","text":"$2倍做多白银ETF-ProShares(AGQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528277232194496","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490063365034864,"gmtCreate":1760671629475,"gmtModify":1760671632177,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"246737441473300","idStr":"246737441473300"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 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","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490063365034864","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":970062409,"gmtCreate":1597531978201,"gmtModify":1705055294670,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"246737441473300","idStr":"246737441473300"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/970062409","repostId":"2059616110","repostType":2,"repost":{"id":"2059616110","kind":"highlight","pubTimestamp":1597500780,"share":"https://ttm.financial/m/news/2059616110?lang=en_US&edition=fundamental","pubTime":"2020-08-15 22:13","market":"hk","language":"zh","title":"Is it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?","url":"https://stock-news.laohu8.com/highlight/detail?id=2059616110","media":"红星新闻","summary":"拼多多补贴特斯拉Model 3的活动，团购价格直降四万，虽然得到了消费者的欢迎，但却遭遇一些波折。特斯拉方认为拼多多的团购构成转卖，拒绝向拼多多“限时秒杀”频道团购车主交付Model 3。而拼多多回应","content":"<p><html><body><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>subsidy<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In the event of Model 3, the group purchase price dropped by 40,000 yuan. Although it was welcomed by consumers, it encountered some twists and turns. Tesla's side believes that the group purchase in Pinduoduo constitutes resale, and refuses to deliver Model 3 to the group purchase owners of Pinduoduo'\"limited time spike\" channel. Pinduoduo responded to the Tesla incident: there is no order resale, and consumers are supported to protect their rights.</p><p><strong>Which is right or wrong, look at the law first</strong></p><p>So, what is right and wrong? On right and wrong, of course, we have to look at it from a legal point of view.</p><p>First of all, the car must be the real thing. Pinduoduo won't go and can't go to copy Tesla. No one can copy Tesla. In fact, when the top executives of Tesla China directly say \"Don't fall for it\" on social media, they are essentially accusing Pinduoduo of selling fake cars. This already poses considerable legal risks.</p><p>Secondly, this is a promotional activity conducted by Pinduoduo. This activity involves Tesla, but it is not said to be an activity authorized by Tesla.</p><p>Third, this activity did not skip, nor could it skip, Tesla's direct sales model, and naturally, it couldn't talk about the business model that hurt Tesla. In this activity, although Pinduoduo gave subsidies and suffered losses by itself, the Anti-Unfair Competition Law of 2017 has cancelled the provision on \"selling goods at a price below cost\". Selling below cost and attracting users are the norm in the market now. Obviously, it cannot be said that it is illegal to give consumer welfare. Just like Didi subsidized taxi fares back then, no one said that it was illegal for Didi to give consumer welfare. No matter from the law itself or consumer feelings, no court will give such a judgment.</p><p>Fourth, the essence of this activity is that Pinduoduo subsidizes customers and then places orders on their behalf. It is a purchasing process, not reselling. To judge whether a car is resold, from the procedure, it is to look at the name of the vehicle registration certificate and whether there is any change; In essence, it is whether or not the car is being used by others. Obviously, neither of these situations has happened. Just like the train ticket purchasing business of major platforms, it does not constitute resale. Therefore, although Tesla tries to point consumers to sue Pinduoduo for selling used cars and deceive consumers, this is not legally feasible.</p><p>There is no doubt that when Tesla's interference exceeds the scope of legal protection, various embarrassing situations will happen. This time, Tesla is directly confronted with consumers. Moreover, all their responses can only be said with the word \"doubt\". Obviously, Tesla's refusal to sell the Model 3 to consumers has no basis in law, and they know that it is difficult to get legal support.</p><p>The law judges right and wrong, but for enterprises, it has to consider all aspects of gains and losses.</p><p><strong>Tesla Hurt Consumer Feelings</strong></p><p>Tesla's behavior hurt consumers' emotions. Some consumers said, \"Pinduoduo still needs your consent to give me a subsidy of 20,000 yuan?\" When someone is willing to give consumers some benefits, it is stupid to block them. The favorability of the brand is ultimately given by consumers.</p><p>Tesla's Chinese team would rather lose such an important thing. Tesla must be trying to get something and maintain something.</p><p><div sax-type=\"proxy\"></div>Tesla's prices, profits and rules have not been broken, but it still resists this activity. On the surface, it doesn't want the prices of its products to be depressed. But what if it is not Pinduoduo that gives subsidies, but state subsidies? Actually, Tesla has always had state subsidies. So, more deeply, they may not want to be associated with Pinduoduo.</p><p>It reminds me of an article that went viral on the Chinese internet 20 years ago. A highly educated marketing consultant who came out of the countryside attended a product research and development conference in a tissue factory. At the meeting, it was proposed to develop an after-dinner tissue for farmers, but the marketing consultant strongly opposed it, arguing that there was no market. A returned female executive who supported this product asked, what do they use after meals? The marketing consultant did a gesture of wiping his mouth with his sleeve, and then, he wrote down what happened in the article: She gave me a contemptuous look.</p><p>This is where elitism collides with Chinese reality. In the past 20 years, China's economy has experienced explosive development. The inclusive nature brought by the Internet, the development of technology, and the bright mind have created a platform like Pinduoduo, which has brought consumption upgrades all over China's vast territory, so that more people can use kitchen paper and napkins at cheap prices. However, this kind of populist inclusive consumption is still despised by the so-called elitism of high society.</p><p>Reject Pinduoduo, perhaps Tesla's Chinese team feels that it should distance itself from Pinduoduo and reject populism – you have to distance yourself from the platform that sells kitchen paper to small-town people.</p><p><strong>Don't look at the problem from an elite perspective</strong></p><p>However, this perception is wrong.</p><p>First of all, Tesla Model 3 is not a high-end model, but a popular model. Its advantage is the cost performance ratio.</p><p>Secondly, as business elites, they are also wrong about Pinduoduo. Pinduoduo is no longer the platform they imagined it to be. Driven by activities such as tens of billions of subsidies, its active buyer ARPU (average revenue per user) increased by 92% year-on-year, showing the rapid high-end trend of platform users. It is a powerful example to be able to gather so many Tesla users this time.</p><p>More importantly, Tesla China has lost Tesla's true temperament. In fact, Tesla's temperament has never been elitist. Musk, the founder of Tesla, is certainly a high-end business person, but his temperament is a geek. He eats pancakes, dances at ribbon-cutting ceremonies, dresses simply, but does one thing to the extreme. Whether it is Tesla vehicle, Falcon Heavy rocket or Starlink, it has achieved the ultimate and reduced costs under the existing technical conditions.</p><p>From this perspective, Pinduoduo is also in the commercial field, using the existing technology to achieve the ultimate and reduce the cost to the extreme. Company fields are different, but the temperament of doing things to the extreme is similar. There was no need, for fear of getting tainted. Moreover, people have done things that make consumers get affordable.</p><p>Brand positioning can be high-end, but it can't lose the inner enterprise spirit, and its attitude can't be superior and make behaviors that hurt consumer feelings. On a popular model, the salesperson poses<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>The face, not only losing right and wrong, will also be chaotic gains and losses, this is why the trouble?</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">红星新闻</strong><span class=\"h-time small\">2020-08-15 22:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>subsidy<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In the event of Model 3, the group purchase price dropped by 40,000 yuan. Although it was welcomed by consumers, it encountered some twists and turns. Tesla's side believes that the group purchase in Pinduoduo constitutes resale, and refuses to deliver Model 3 to the group purchase owners of Pinduoduo'\"limited time spike\" channel. Pinduoduo responded to the Tesla incident: there is no order resale, and consumers are supported to protect their rights.</p><p><strong>Which is right or wrong, look at the law first</strong></p><p>So, what is right and wrong? On right and wrong, of course, we have to look at it from a legal point of view.</p><p>First of all, the car must be the real thing. Pinduoduo won't go and can't go to copy Tesla. No one can copy Tesla. In fact, when the top executives of Tesla China directly say \"Don't fall for it\" on social media, they are essentially accusing Pinduoduo of selling fake cars. This already poses considerable legal risks.</p><p>Secondly, this is a promotional activity conducted by Pinduoduo. This activity involves Tesla, but it is not said to be an activity authorized by Tesla.</p><p>Third, this activity did not skip, nor could it skip, Tesla's direct sales model, and naturally, it couldn't talk about the business model that hurt Tesla. In this activity, although Pinduoduo gave subsidies and suffered losses by itself, the Anti-Unfair Competition Law of 2017 has cancelled the provision on \"selling goods at a price below cost\". Selling below cost and attracting users are the norm in the market now. Obviously, it cannot be said that it is illegal to give consumer welfare. Just like Didi subsidized taxi fares back then, no one said that it was illegal for Didi to give consumer welfare. No matter from the law itself or consumer feelings, no court will give such a judgment.</p><p>Fourth, the essence of this activity is that Pinduoduo subsidizes customers and then places orders on their behalf. It is a purchasing process, not reselling. To judge whether a car is resold, from the procedure, it is to look at the name of the vehicle registration certificate and whether there is any change; In essence, it is whether or not the car is being used by others. Obviously, neither of these situations has happened. Just like the train ticket purchasing business of major platforms, it does not constitute resale. Therefore, although Tesla tries to point consumers to sue Pinduoduo for selling used cars and deceive consumers, this is not legally feasible.</p><p>There is no doubt that when Tesla's interference exceeds the scope of legal protection, various embarrassing situations will happen. This time, Tesla is directly confronted with consumers. Moreover, all their responses can only be said with the word \"doubt\". Obviously, Tesla's refusal to sell the Model 3 to consumers has no basis in law, and they know that it is difficult to get legal support.</p><p>The law judges right and wrong, but for enterprises, it has to consider all aspects of gains and losses.</p><p><strong>Tesla Hurt Consumer Feelings</strong></p><p>Tesla's behavior hurt consumers' emotions. Some consumers said, \"Pinduoduo still needs your consent to give me a subsidy of 20,000 yuan?\" When someone is willing to give consumers some benefits, it is stupid to block them. The favorability of the brand is ultimately given by consumers.</p><p>Tesla's Chinese team would rather lose such an important thing. Tesla must be trying to get something and maintain something.</p><p><div sax-type=\"proxy\"></div>Tesla's prices, profits and rules have not been broken, but it still resists this activity. On the surface, it doesn't want the prices of its products to be depressed. But what if it is not Pinduoduo that gives subsidies, but state subsidies? Actually, Tesla has always had state subsidies. So, more deeply, they may not want to be associated with Pinduoduo.</p><p>It reminds me of an article that went viral on the Chinese internet 20 years ago. A highly educated marketing consultant who came out of the countryside attended a product research and development conference in a tissue factory. At the meeting, it was proposed to develop an after-dinner tissue for farmers, but the marketing consultant strongly opposed it, arguing that there was no market. A returned female executive who supported this product asked, what do they use after meals? The marketing consultant did a gesture of wiping his mouth with his sleeve, and then, he wrote down what happened in the article: She gave me a contemptuous look.</p><p>This is where elitism collides with Chinese reality. In the past 20 years, China's economy has experienced explosive development. The inclusive nature brought by the Internet, the development of technology, and the bright mind have created a platform like Pinduoduo, which has brought consumption upgrades all over China's vast territory, so that more people can use kitchen paper and napkins at cheap prices. However, this kind of populist inclusive consumption is still despised by the so-called elitism of high society.</p><p>Reject Pinduoduo, perhaps Tesla's Chinese team feels that it should distance itself from Pinduoduo and reject populism – you have to distance yourself from the platform that sells kitchen paper to small-town people.</p><p><strong>Don't look at the problem from an elite perspective</strong></p><p>However, this perception is wrong.</p><p>First of all, Tesla Model 3 is not a high-end model, but a popular model. Its advantage is the cost performance ratio.</p><p>Secondly, as business elites, they are also wrong about Pinduoduo. Pinduoduo is no longer the platform they imagined it to be. Driven by activities such as tens of billions of subsidies, its active buyer ARPU (average revenue per user) increased by 92% year-on-year, showing the rapid high-end trend of platform users. It is a powerful example to be able to gather so many Tesla users this time.</p><p>More importantly, Tesla China has lost Tesla's true temperament. In fact, Tesla's temperament has never been elitist. Musk, the founder of Tesla, is certainly a high-end business person, but his temperament is a geek. He eats pancakes, dances at ribbon-cutting ceremonies, dresses simply, but does one thing to the extreme. Whether it is Tesla vehicle, Falcon Heavy rocket or Starlink, it has achieved the ultimate and reduced costs under the existing technical conditions.</p><p>From this perspective, Pinduoduo is also in the commercial field, using the existing technology to achieve the ultimate and reduce the cost to the extreme. Company fields are different, but the temperament of doing things to the extreme is similar. There was no need, for fear of getting tainted. Moreover, people have done things that make consumers get affordable.</p><p>Brand positioning can be high-end, but it can't lose the inner enterprise spirit, and its attitude can't be superior and make behaviors that hurt consumer feelings. On a popular model, the salesperson poses<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>The face, not only losing right and wrong, will also be chaotic gains and losses, this is why the trouble?</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2020-08-15/detail-iivhuipn8866932.d.html?vt=4\">红星新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20200204/78d4-inzcrxs3991040.jpg/w120h90l50t1fda.jpg","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2020-08-15/detail-iivhuipn8866932.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2059616110","content_text":"拼多多补贴特斯拉Model 3的活动，团购价格直降四万，虽然得到了消费者的欢迎，但却遭遇一些波折。特斯拉方认为拼多多的团购构成转卖，拒绝向拼多多“限时秒杀”频道团购车主交付Model 3。而拼多多回应特斯拉事件：不存在订单转卖，支持消费者维权。\n孰是孰非先看法律\n那么，孰是孰非呢？论是非，那当然就得从法律角度来看。\n首先，车肯定是真货。拼多多不会去也无法去仿造特斯拉。没人能够仿造特斯拉。实际上，当特斯拉中国的高层直接在社交媒体上说“大家别上当”，实质就是在指控拼多多卖假车。这已经构成相当的法律风险。\n其次，这是拼多多搞的一个促销活动，这个活动中涉及到特斯拉，但并没有说是特斯拉授权的活动。\n第三，这个活动并没有跳过、也无法跳过特斯拉的直销模式，自然也谈不到伤害特斯拉的商业模式。拼多多在这个活动中，虽然给了补贴，自行承担了亏损的，但2017年《反不正当竞争法》已经取消了关于“以低于成本的价格销售商品”的条款，低于成本销售，吸引用户的手段，是现在市场的常态。显然，不能说给到消费者福利是违法的。就像当年滴滴补贴出租车费，没人说滴滴给了消费者福利是违法的。不管从法律本身，还是消费者感情来说，没有法院会给出这样的判断。\n第四，这次活动的本质，是拼多多补贴客户，然后代客户去下订单，是一个代购过程，并不是转卖。判断一辆车是否被转卖，从程序上，是看车辆登记证的名字，有无变更；从实质上看，是这辆车是否被他人使用。显然这两种情况都没有发生，这就像各大平台的火车票代购业务一样，并不构成转卖。所以，虽然特斯拉试图把消费者指向去告拼多多卖二手车，欺骗消费者，但这在法律上是行不通的。\n毫无疑问，当特斯拉的干涉超过法律保护之外的范围时，就会发生各种尴尬的情况，这次，特斯拉算是直接和消费者怼上了。而且，他们的所有回应仅仅能用“怀疑”二字。显然，特斯拉拒绝向消费者出售model3于法无据，他们也知道，难以得到法律的支持。\n法律判断是非，而对企业来说，还要考虑各方面的得失。\n特斯拉伤害了消费者感情\n特斯拉的行为，伤害了消费者的情感。有消费者说：“拼多多给我补贴2万还需要你同意？” 当有人愿意给消费者一些好处，去阻挡是愚蠢的，品牌的好感度，终究是消费者给的。\n特斯拉的中国团队，宁愿失去这么重要的东西，特斯拉一定是为了得到什么，维护什么。\n特斯拉的的价格、利润、规则都并未被破坏，但仍然抵制这个活动，表面上看，是因为不想自己的产品被压低价格。但如果给补贴的不是拼多多，是国家补贴呢？实际上，特斯拉一直有国家补贴。所以，更深层次的，他们或许是不想与拼多多发生关联。\n这让我想起一个20年前在中国互联网上热传的文章。一位从乡村走出来的高学历营销顾问，参加一个纸巾厂的产品研发会议。会议上，提出为农民研发一款餐后纸巾，这位营销顾问强烈反对，认为没有市场。一位支持这款产品的海归女高管问，那他们饭后用什么呢？这位营销顾问做了一个用袖子擦嘴的动作，然后，他在文章中记下了当时发生的事：她轻蔑地看了我一眼。\n这就是精英主义与中国现实的碰撞。20年时间过去，中国经济经历了爆发式的发展，互联网带来的普惠性质，技术的发展，加之聪明的头脑，创生出拼多多这样的平台，其带来的消费升级遍及中国广袤的国土，让更多的人可以以便宜的价格，用上厨房用纸，用上餐巾纸。然而，这种平民主义的普惠消费，却仍然被所谓的上流社会的精英主义所鄙视。\n拒绝拼多多，或许是特斯拉的中国团队觉得，应该与拼多多保持距离，拒绝平民主义——你必须和卖给小城人厨房用纸的平台保持距离。\n别用精英视角看问题\n但是，这种看法是错误的。\n首先，特斯拉Model3，并不是高端车型，而是普及性车型，其优势，正是性价比。\n其次，作为商业精英，他们对拼多多的看法也是错误的。拼多多已经不再是他们想象中的那样一个平台。在百亿补贴等活动的带动下，其活跃买家ARPU（每用户平均收入）同比增长92%，显示出平台用户的迅速高端化趋势。此次能会聚这么多特斯拉用户，正是一个有力的例子。\n更重要得是，特斯拉中国丢失了特斯拉的真正气质。实际上，特斯拉的气质，从来不是精英主义。特斯拉的创始人马斯克，当然是高端商务人士，但其气质却是极客。他吃煎饼，在剪彩仪式上跳舞、穿着简单，但却把一件事做到极致。不管是特斯拉车，还是猎鹰重型火箭、还是星链，都是在现有的技术条件下，做到了极致，降低成本。\n从这个角度看，拼多多也是在商业领域，用现有技术做到极致，把成本降低到极致。公司领域不同，但把事情做到极致的气质却是相近的。大可不必，生怕沾上了的模样。况且，人家扎扎实实做了让消费者拿到实惠的事情。\n品牌定位可以高端，但却不能迷失了内在的企业精神，态度更不能高高在上，做出伤害消费感情的行为。在一辆普及性的车型上，销售人员摆出一副劳斯莱斯的面孔，不但输了是非，也会乱了得失，这又是何苦呢？","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":528277232194496,"gmtCreate":1769994829815,"gmtModify":1769994832196,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGQ\">$2倍做多白银ETF-ProShares(AGQ)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/AGQ\">$2倍做多白银ETF-ProShares(AGQ)$ </a><v-v data-views=\"1\"></v-v> ","text":"$2倍做多白银ETF-ProShares(AGQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528277232194496","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490063365034864,"gmtCreate":1760671629475,"gmtModify":1760671632177,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 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","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490063365034864","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":970062409,"gmtCreate":1597531978201,"gmtModify":1705055294670,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/970062409","repostId":"2059616110","repostType":2,"repost":{"id":"2059616110","kind":"highlight","pubTimestamp":1597500780,"share":"https://ttm.financial/m/news/2059616110?lang=en_US&edition=fundamental","pubTime":"2020-08-15 22:13","market":"hk","language":"zh","title":"Is it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?","url":"https://stock-news.laohu8.com/highlight/detail?id=2059616110","media":"红星新闻","summary":"拼多多补贴特斯拉Model 3的活动，团购价格直降四万，虽然得到了消费者的欢迎，但却遭遇一些波折。特斯拉方认为拼多多的团购构成转卖，拒绝向拼多多“限时秒杀”频道团购车主交付Model 3。而拼多多回应","content":"<p><html><body><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>subsidy<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In the event of Model 3, the group purchase price dropped by 40,000 yuan. Although it was welcomed by consumers, it encountered some twists and turns. Tesla's side believes that the group purchase in Pinduoduo constitutes resale, and refuses to deliver Model 3 to the group purchase owners of Pinduoduo'\"limited time spike\" channel. Pinduoduo responded to the Tesla incident: there is no order resale, and consumers are supported to protect their rights.</p><p><strong>Which is right or wrong, look at the law first</strong></p><p>So, what is right and wrong? On right and wrong, of course, we have to look at it from a legal point of view.</p><p>First of all, the car must be the real thing. Pinduoduo won't go and can't go to copy Tesla. No one can copy Tesla. In fact, when the top executives of Tesla China directly say \"Don't fall for it\" on social media, they are essentially accusing Pinduoduo of selling fake cars. This already poses considerable legal risks.</p><p>Secondly, this is a promotional activity conducted by Pinduoduo. This activity involves Tesla, but it is not said to be an activity authorized by Tesla.</p><p>Third, this activity did not skip, nor could it skip, Tesla's direct sales model, and naturally, it couldn't talk about the business model that hurt Tesla. In this activity, although Pinduoduo gave subsidies and suffered losses by itself, the Anti-Unfair Competition Law of 2017 has cancelled the provision on \"selling goods at a price below cost\". Selling below cost and attracting users are the norm in the market now. Obviously, it cannot be said that it is illegal to give consumer welfare. Just like Didi subsidized taxi fares back then, no one said that it was illegal for Didi to give consumer welfare. No matter from the law itself or consumer feelings, no court will give such a judgment.</p><p>Fourth, the essence of this activity is that Pinduoduo subsidizes customers and then places orders on their behalf. It is a purchasing process, not reselling. To judge whether a car is resold, from the procedure, it is to look at the name of the vehicle registration certificate and whether there is any change; In essence, it is whether or not the car is being used by others. Obviously, neither of these situations has happened. Just like the train ticket purchasing business of major platforms, it does not constitute resale. Therefore, although Tesla tries to point consumers to sue Pinduoduo for selling used cars and deceive consumers, this is not legally feasible.</p><p>There is no doubt that when Tesla's interference exceeds the scope of legal protection, various embarrassing situations will happen. This time, Tesla is directly confronted with consumers. Moreover, all their responses can only be said with the word \"doubt\". Obviously, Tesla's refusal to sell the Model 3 to consumers has no basis in law, and they know that it is difficult to get legal support.</p><p>The law judges right and wrong, but for enterprises, it has to consider all aspects of gains and losses.</p><p><strong>Tesla Hurt Consumer Feelings</strong></p><p>Tesla's behavior hurt consumers' emotions. Some consumers said, \"Pinduoduo still needs your consent to give me a subsidy of 20,000 yuan?\" When someone is willing to give consumers some benefits, it is stupid to block them. The favorability of the brand is ultimately given by consumers.</p><p>Tesla's Chinese team would rather lose such an important thing. Tesla must be trying to get something and maintain something.</p><p><div sax-type=\"proxy\"></div>Tesla's prices, profits and rules have not been broken, but it still resists this activity. On the surface, it doesn't want the prices of its products to be depressed. But what if it is not Pinduoduo that gives subsidies, but state subsidies? Actually, Tesla has always had state subsidies. So, more deeply, they may not want to be associated with Pinduoduo.</p><p>It reminds me of an article that went viral on the Chinese internet 20 years ago. A highly educated marketing consultant who came out of the countryside attended a product research and development conference in a tissue factory. At the meeting, it was proposed to develop an after-dinner tissue for farmers, but the marketing consultant strongly opposed it, arguing that there was no market. A returned female executive who supported this product asked, what do they use after meals? The marketing consultant did a gesture of wiping his mouth with his sleeve, and then, he wrote down what happened in the article: She gave me a contemptuous look.</p><p>This is where elitism collides with Chinese reality. In the past 20 years, China's economy has experienced explosive development. The inclusive nature brought by the Internet, the development of technology, and the bright mind have created a platform like Pinduoduo, which has brought consumption upgrades all over China's vast territory, so that more people can use kitchen paper and napkins at cheap prices. However, this kind of populist inclusive consumption is still despised by the so-called elitism of high society.</p><p>Reject Pinduoduo, perhaps Tesla's Chinese team feels that it should distance itself from Pinduoduo and reject populism – you have to distance yourself from the platform that sells kitchen paper to small-town people.</p><p><strong>Don't look at the problem from an elite perspective</strong></p><p>However, this perception is wrong.</p><p>First of all, Tesla Model 3 is not a high-end model, but a popular model. Its advantage is the cost performance ratio.</p><p>Secondly, as business elites, they are also wrong about Pinduoduo. Pinduoduo is no longer the platform they imagined it to be. Driven by activities such as tens of billions of subsidies, its active buyer ARPU (average revenue per user) increased by 92% year-on-year, showing the rapid high-end trend of platform users. It is a powerful example to be able to gather so many Tesla users this time.</p><p>More importantly, Tesla China has lost Tesla's true temperament. In fact, Tesla's temperament has never been elitist. Musk, the founder of Tesla, is certainly a high-end business person, but his temperament is a geek. He eats pancakes, dances at ribbon-cutting ceremonies, dresses simply, but does one thing to the extreme. Whether it is Tesla vehicle, Falcon Heavy rocket or Starlink, it has achieved the ultimate and reduced costs under the existing technical conditions.</p><p>From this perspective, Pinduoduo is also in the commercial field, using the existing technology to achieve the ultimate and reduce the cost to the extreme. Company fields are different, but the temperament of doing things to the extreme is similar. There was no need, for fear of getting tainted. Moreover, people have done things that make consumers get affordable.</p><p>Brand positioning can be high-end, but it can't lose the inner enterprise spirit, and its attitude can't be superior and make behaviors that hurt consumer feelings. On a popular model, the salesperson poses<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>The face, not only losing right and wrong, will also be chaotic gains and losses, this is why the trouble?</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs it okay for Tesla to \"refuse to submit the door\" and let consumers get some benefits?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">红星新闻</strong><span class=\"h-time small\">2020-08-15 22:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>subsidy<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In the event of Model 3, the group purchase price dropped by 40,000 yuan. Although it was welcomed by consumers, it encountered some twists and turns. Tesla's side believes that the group purchase in Pinduoduo constitutes resale, and refuses to deliver Model 3 to the group purchase owners of Pinduoduo'\"limited time spike\" channel. Pinduoduo responded to the Tesla incident: there is no order resale, and consumers are supported to protect their rights.</p><p><strong>Which is right or wrong, look at the law first</strong></p><p>So, what is right and wrong? On right and wrong, of course, we have to look at it from a legal point of view.</p><p>First of all, the car must be the real thing. Pinduoduo won't go and can't go to copy Tesla. No one can copy Tesla. In fact, when the top executives of Tesla China directly say \"Don't fall for it\" on social media, they are essentially accusing Pinduoduo of selling fake cars. This already poses considerable legal risks.</p><p>Secondly, this is a promotional activity conducted by Pinduoduo. This activity involves Tesla, but it is not said to be an activity authorized by Tesla.</p><p>Third, this activity did not skip, nor could it skip, Tesla's direct sales model, and naturally, it couldn't talk about the business model that hurt Tesla. In this activity, although Pinduoduo gave subsidies and suffered losses by itself, the Anti-Unfair Competition Law of 2017 has cancelled the provision on \"selling goods at a price below cost\". Selling below cost and attracting users are the norm in the market now. Obviously, it cannot be said that it is illegal to give consumer welfare. Just like Didi subsidized taxi fares back then, no one said that it was illegal for Didi to give consumer welfare. No matter from the law itself or consumer feelings, no court will give such a judgment.</p><p>Fourth, the essence of this activity is that Pinduoduo subsidizes customers and then places orders on their behalf. It is a purchasing process, not reselling. To judge whether a car is resold, from the procedure, it is to look at the name of the vehicle registration certificate and whether there is any change; In essence, it is whether or not the car is being used by others. Obviously, neither of these situations has happened. Just like the train ticket purchasing business of major platforms, it does not constitute resale. Therefore, although Tesla tries to point consumers to sue Pinduoduo for selling used cars and deceive consumers, this is not legally feasible.</p><p>There is no doubt that when Tesla's interference exceeds the scope of legal protection, various embarrassing situations will happen. This time, Tesla is directly confronted with consumers. Moreover, all their responses can only be said with the word \"doubt\". Obviously, Tesla's refusal to sell the Model 3 to consumers has no basis in law, and they know that it is difficult to get legal support.</p><p>The law judges right and wrong, but for enterprises, it has to consider all aspects of gains and losses.</p><p><strong>Tesla Hurt Consumer Feelings</strong></p><p>Tesla's behavior hurt consumers' emotions. Some consumers said, \"Pinduoduo still needs your consent to give me a subsidy of 20,000 yuan?\" When someone is willing to give consumers some benefits, it is stupid to block them. The favorability of the brand is ultimately given by consumers.</p><p>Tesla's Chinese team would rather lose such an important thing. Tesla must be trying to get something and maintain something.</p><p><div sax-type=\"proxy\"></div>Tesla's prices, profits and rules have not been broken, but it still resists this activity. On the surface, it doesn't want the prices of its products to be depressed. But what if it is not Pinduoduo that gives subsidies, but state subsidies? Actually, Tesla has always had state subsidies. So, more deeply, they may not want to be associated with Pinduoduo.</p><p>It reminds me of an article that went viral on the Chinese internet 20 years ago. A highly educated marketing consultant who came out of the countryside attended a product research and development conference in a tissue factory. At the meeting, it was proposed to develop an after-dinner tissue for farmers, but the marketing consultant strongly opposed it, arguing that there was no market. A returned female executive who supported this product asked, what do they use after meals? The marketing consultant did a gesture of wiping his mouth with his sleeve, and then, he wrote down what happened in the article: She gave me a contemptuous look.</p><p>This is where elitism collides with Chinese reality. In the past 20 years, China's economy has experienced explosive development. The inclusive nature brought by the Internet, the development of technology, and the bright mind have created a platform like Pinduoduo, which has brought consumption upgrades all over China's vast territory, so that more people can use kitchen paper and napkins at cheap prices. However, this kind of populist inclusive consumption is still despised by the so-called elitism of high society.</p><p>Reject Pinduoduo, perhaps Tesla's Chinese team feels that it should distance itself from Pinduoduo and reject populism – you have to distance yourself from the platform that sells kitchen paper to small-town people.</p><p><strong>Don't look at the problem from an elite perspective</strong></p><p>However, this perception is wrong.</p><p>First of all, Tesla Model 3 is not a high-end model, but a popular model. Its advantage is the cost performance ratio.</p><p>Secondly, as business elites, they are also wrong about Pinduoduo. Pinduoduo is no longer the platform they imagined it to be. Driven by activities such as tens of billions of subsidies, its active buyer ARPU (average revenue per user) increased by 92% year-on-year, showing the rapid high-end trend of platform users. It is a powerful example to be able to gather so many Tesla users this time.</p><p>More importantly, Tesla China has lost Tesla's true temperament. In fact, Tesla's temperament has never been elitist. Musk, the founder of Tesla, is certainly a high-end business person, but his temperament is a geek. He eats pancakes, dances at ribbon-cutting ceremonies, dresses simply, but does one thing to the extreme. Whether it is Tesla vehicle, Falcon Heavy rocket or Starlink, it has achieved the ultimate and reduced costs under the existing technical conditions.</p><p>From this perspective, Pinduoduo is also in the commercial field, using the existing technology to achieve the ultimate and reduce the cost to the extreme. Company fields are different, but the temperament of doing things to the extreme is similar. There was no need, for fear of getting tainted. Moreover, people have done things that make consumers get affordable.</p><p>Brand positioning can be high-end, but it can't lose the inner enterprise spirit, and its attitude can't be superior and make behaviors that hurt consumer feelings. On a popular model, the salesperson poses<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>The face, not only losing right and wrong, will also be chaotic gains and losses, this is why the trouble?</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2020-08-15/detail-iivhuipn8866932.d.html?vt=4\">红星新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20200204/78d4-inzcrxs3991040.jpg/w120h90l50t1fda.jpg","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2020-08-15/detail-iivhuipn8866932.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2059616110","content_text":"拼多多补贴特斯拉Model 3的活动，团购价格直降四万，虽然得到了消费者的欢迎，但却遭遇一些波折。特斯拉方认为拼多多的团购构成转卖，拒绝向拼多多“限时秒杀”频道团购车主交付Model 3。而拼多多回应特斯拉事件：不存在订单转卖，支持消费者维权。\n孰是孰非先看法律\n那么，孰是孰非呢？论是非，那当然就得从法律角度来看。\n首先，车肯定是真货。拼多多不会去也无法去仿造特斯拉。没人能够仿造特斯拉。实际上，当特斯拉中国的高层直接在社交媒体上说“大家别上当”，实质就是在指控拼多多卖假车。这已经构成相当的法律风险。\n其次，这是拼多多搞的一个促销活动，这个活动中涉及到特斯拉，但并没有说是特斯拉授权的活动。\n第三，这个活动并没有跳过、也无法跳过特斯拉的直销模式，自然也谈不到伤害特斯拉的商业模式。拼多多在这个活动中，虽然给了补贴，自行承担了亏损的，但2017年《反不正当竞争法》已经取消了关于“以低于成本的价格销售商品”的条款，低于成本销售，吸引用户的手段，是现在市场的常态。显然，不能说给到消费者福利是违法的。就像当年滴滴补贴出租车费，没人说滴滴给了消费者福利是违法的。不管从法律本身，还是消费者感情来说，没有法院会给出这样的判断。\n第四，这次活动的本质，是拼多多补贴客户，然后代客户去下订单，是一个代购过程，并不是转卖。判断一辆车是否被转卖，从程序上，是看车辆登记证的名字，有无变更；从实质上看，是这辆车是否被他人使用。显然这两种情况都没有发生，这就像各大平台的火车票代购业务一样，并不构成转卖。所以，虽然特斯拉试图把消费者指向去告拼多多卖二手车，欺骗消费者，但这在法律上是行不通的。\n毫无疑问，当特斯拉的干涉超过法律保护之外的范围时，就会发生各种尴尬的情况，这次，特斯拉算是直接和消费者怼上了。而且，他们的所有回应仅仅能用“怀疑”二字。显然，特斯拉拒绝向消费者出售model3于法无据，他们也知道，难以得到法律的支持。\n法律判断是非，而对企业来说，还要考虑各方面的得失。\n特斯拉伤害了消费者感情\n特斯拉的行为，伤害了消费者的情感。有消费者说：“拼多多给我补贴2万还需要你同意？” 当有人愿意给消费者一些好处，去阻挡是愚蠢的，品牌的好感度，终究是消费者给的。\n特斯拉的中国团队，宁愿失去这么重要的东西，特斯拉一定是为了得到什么，维护什么。\n特斯拉的的价格、利润、规则都并未被破坏，但仍然抵制这个活动，表面上看，是因为不想自己的产品被压低价格。但如果给补贴的不是拼多多，是国家补贴呢？实际上，特斯拉一直有国家补贴。所以，更深层次的，他们或许是不想与拼多多发生关联。\n这让我想起一个20年前在中国互联网上热传的文章。一位从乡村走出来的高学历营销顾问，参加一个纸巾厂的产品研发会议。会议上，提出为农民研发一款餐后纸巾，这位营销顾问强烈反对，认为没有市场。一位支持这款产品的海归女高管问，那他们饭后用什么呢？这位营销顾问做了一个用袖子擦嘴的动作，然后，他在文章中记下了当时发生的事：她轻蔑地看了我一眼。\n这就是精英主义与中国现实的碰撞。20年时间过去，中国经济经历了爆发式的发展，互联网带来的普惠性质，技术的发展，加之聪明的头脑，创生出拼多多这样的平台，其带来的消费升级遍及中国广袤的国土，让更多的人可以以便宜的价格，用上厨房用纸，用上餐巾纸。然而，这种平民主义的普惠消费，却仍然被所谓的上流社会的精英主义所鄙视。\n拒绝拼多多，或许是特斯拉的中国团队觉得，应该与拼多多保持距离，拒绝平民主义——你必须和卖给小城人厨房用纸的平台保持距离。\n别用精英视角看问题\n但是，这种看法是错误的。\n首先，特斯拉Model3，并不是高端车型，而是普及性车型，其优势，正是性价比。\n其次，作为商业精英，他们对拼多多的看法也是错误的。拼多多已经不再是他们想象中的那样一个平台。在百亿补贴等活动的带动下，其活跃买家ARPU（每用户平均收入）同比增长92%，显示出平台用户的迅速高端化趋势。此次能会聚这么多特斯拉用户，正是一个有力的例子。\n更重要得是，特斯拉中国丢失了特斯拉的真正气质。实际上，特斯拉的气质，从来不是精英主义。特斯拉的创始人马斯克，当然是高端商务人士，但其气质却是极客。他吃煎饼，在剪彩仪式上跳舞、穿着简单，但却把一件事做到极致。不管是特斯拉车，还是猎鹰重型火箭、还是星链，都是在现有的技术条件下，做到了极致，降低成本。\n从这个角度看，拼多多也是在商业领域，用现有技术做到极致，把成本降低到极致。公司领域不同，但把事情做到极致的气质却是相近的。大可不必，生怕沾上了的模样。况且，人家扎扎实实做了让消费者拿到实惠的事情。\n品牌定位可以高端，但却不能迷失了内在的企业精神，态度更不能高高在上，做出伤害消费感情的行为。在一辆普及性的车型上，销售人员摆出一副劳斯莱斯的面孔，不但输了是非，也会乱了得失，这又是何苦呢？","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
