????????2015??????2015???????
?2015????????? Model S ?????17478???14????????76%???206?? Model X?Model S ???????25202???2014??16689????51.01%?
?????????????????Model S ???????????????????????????“????”????????
(???????????????????????)
???42????????????10.7????????????????20????
2015???????????????52.9?????2014????47%??????????17.5????
?????????????????????????????????????2015???????????????(non-GAAP)????1.14????
??????????????????????????????????????????????1.79????????????????????
(???2015????????????????)
?????2016?????????????????????????
??????????60%-80%?????8?-9?? Model S ? Model X
?????????Model S ?????????30%
??80????????????300??????
????? Model3???3?31???????????35000??
?????? Powerwall ??????????
???????????
????????????????????“???”??????????????????????????????????????????????????????????
????2016????????10???Q4???????14037???????????????????????????????????????????????????????????????????????????????????????15???????????????????????????
????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????
????“??????”?????????????????????????????????? Elon Musk????????????????
2015????????????
????
??????????????????????2014?12?????????????????????????
(????????????)
????2?????????? CEO ?????????????????
????2?11????????????????????????? CMO ????????????
????????????
4?30?????????????????????——Powerwall ?????????????? Powerpack?Powerwall ?????????10kWh ?????????7kWh ??
? Powerwall ??????Elon Musk ?? Powerwall ???????3.8????????????????????????????
????????????
2014?6??????????? Gigafactory ?????????????????????????????????????30%?
????????Gigafactory ?????580?????????7?16????????????????1200???????????“????”?
????
(?????Car And Driver)
2015?7?17???????????? Model S???????? Model S P90D?????? Models S90D/Model S90????? Model S70?P90D ????????????????????3????????2014?10? P85D3.3?????
?????????
?????? Consumer Reports ?2014???? P85D ???103????????????????100????????????????
???????? SUV
2015?9?29??????????????7? SUV ?? Model X??????????????????? P90D ??“????”?????????3.4??????458Italia ???
Model X ??????????(???????“???”)? SUV?450/470????????????????????????? Model X ?????????????? SUV ???
?????????????……
(??????????)
10?15?????????????? OTA ??????7.0????????????????????????????????????????????????
2016?1?13?????????7.1????????????????????????????????????
?????????????
11?24???????????????????????????????????????100??
??????????????????????????-?????-?????-??????????????????
????????????
???????????????11????????? Model S ???????????7.0??????????????????????
?????????????????2000??
????????
2015???????????????????????????????????????????????????????????????????????????????????????????????
?????????????
???????????2015??????
??????????Elon Musk ???????????????????????????2016??????????
?????Futurezone