德媒：马斯克的万亿美元构想，中国电动汽车让美国望尘莫及

Elon’s trillion dollar ideas, Chinese EVs leaving the US in the dust | The Dip Podcast

马斯克的万亿美元构想，中国电动汽车让美国望尘莫及

The dust is settling on the trillion dollar pay package being offered to Elon Musk if he can lead Tesla to meet some incredibly ambitious targets in the near future. But in an era of growing wealth inequality, how much is too much to keep the world's richest man focused on growing not only electric vehicles, but new industries of the future.

如果埃隆・马斯克能带领特斯拉在不久的将来达成一系列极具挑战性的目标，他将获得一份价值万亿美元的薪酬方案，如今相关争议渐趋平息。但在财富不平等日益加剧的当下，要让这位全球首富持续专注于电动汽车领域的拓展，以及未来新兴产业的布局，究竟多少薪酬才算 “过度”？

以下是各国网友的评论：

lifegamerpro4033
No more Tesla scams

别再搞特斯拉的骗局了！

objectivethinker3225
Tesla scams??? VW scams are at another level

特斯拉骗局？大众的骗局才是更高段位的。

alfwasmund9656
In October, in Germany, only 750 Tesla were newly registered. That's nearly nothing. BYD is new on the German market and registered more than 3300.

10月份，德国新上牌的特斯拉只有750辆，简直少得可怜。比亚迪刚进入德国市场，就上牌了3300多辆。

eprabhat
Tesla is profitable company while the BYD is subsidized company, so sustainability is big question. Also, in the package 60-70% or revenue is from things other than bare metal Cars.

特斯拉是盈利企业，而比亚迪靠补贴生存，所以可持续性是个大问题。另外，特斯拉60%-70%的收入来自汽车硬件之外的业务。

kamsunleong6648
Byd has a cash reserves of USD21 billion as of Dec 2024 even after spending USD7.6 billion in R&D. Pretty sure sustainability is not an issue.

截至2024年12月，比亚迪即便花了76亿美元研发，现金储备仍有210亿美元。可以肯定，可持续性根本不是问题。

CoralSea
First China sells you cheap EVs and bankrupts your car companies and then they raise the prices. And then they threaten to stop ship parts to you if you misbehave.

中国先卖你廉价电动车，搞垮你的汽车企业，然后就涨价。要是你不听话，他们还会威胁停止供应零部件。

mikehummel232
Losing it? We threw it in the trash.

输了？明明是我们自己扔了的。

DeoIlagan-s2b
just admit china's ev cars look good by appearance & performance and most impt. it is cheaper than other available ev cars in the market.

就承认吧，中国电动车颜值和性能都不错，最重要的是，比市面上其他电动车都便宜。

PhilippeDevienne-eh9tx
Losing? Has lost, USA is now no 2.

输了？早就输了，美国现在是第二名。

pennyshi6474
XPeng's P7 is a really good car. It's like a 90K USD car for only 30K USD.

小鹏P7真是款好车，花3万美元，能买到价值9万美元的品质。

lifegamerpro4033
Elon just ripped off americans, his 90% wealth is nothing but govt funds n so called ideas gambling.

埃隆就是在坑美国人，他90%的财富都是政府资金和所谓的概念炒作来的。

PhilippeDevienne-eh9tx
Baked beans AND beans with beef, a morale breaking menu.

烤豆子配牛肉豆子，这菜单能让人瞬间没士气。

legostud
I think there’s still demand for EVs in the US, but the EVs being sold are too expensive or don’t have the range needed. We also haven’t invested in charging stations which leads to EVs needing more range and thus costing more. We needed Biden’s infrastructure investment that Trump canceled in favor of giving that money to the rich.

我觉得美国对电动车还是有需求的，但现在卖的电动车要么太贵，要么续航不够。我们也没在充电站建设上投资，这就导致电动车需要更长续航，成本也随之上升。我们本该有拜登的基建投资，可特朗普取消了，把钱都给了富人。

peterh5165
Working poor in the US need a BYD Seagull for $8,000 to $9,000 (like what is sold in China). I am sure many, many people in the US would NOT want to drive a BYD Seagull, BUT: 33% of all US workers make under $20.00 an hour. 25% of all US workers make under $15.00 an hour. And every year vehicles get more and more expensive, and more and more complicated (and loaded with un-necessary options because it increase profits for manufacturers) which makes fixng them increasing expensive (and more things to break). Because of the cost, fewer and fewer buyers can afford to buy new vehicles. With fewer buyers able to purchase new vehicles, that means the pool of used vehicles will slowly shrink over time. Because of the cost of vehicles, seven year vehicle loans are not uncommon! Seven years! And: 'Americans Are Falling Behind on Their Car Payments' Wall Street Journal Oct. 10, 2025 5:30 am ET "Delinquency rates on subprime auto loans are at records". This is not sustainable! Something has to change!

美国的工薪贫困人口需要一款8000到9000美元的比亚迪海鸥（就像中国卖的那样）。我知道很多美国人不想开比亚迪海鸥，但事实是：33%的美国劳动者时薪不到20美元，25%的人时薪不到15美元。而且汽车一年比一年贵、一年比一年复杂（厂商加了很多没必要的配置来提高利润），维修成本也越来越高（坏的地方也更多）。因为价格问题，越来越少的人买得起新车。买新车的人少了，二手车市场的存量也会慢慢减少。现在汽车价格这么高，七年期车贷都不稀奇了！整整七年啊！还有《华尔街日报》2025年10月10日早上5点30分的报道：“美国人汽车贷款违约率创新高”。这根本不可持续！必须有所改变！

sanjaymegavath5232
Musk Is A Grand Scam Of 21st Century Marketing and Show Off!

马斯克就是21世纪最大的营销骗局和炫技高手！

OJTPhD
Elon’ll never see that $1tn TSLA valuation has to grow from $1tn to $8tn (and BYD competition already beats TSLA). Plus Robotax/FSD has to succeed Doubtful! TSLA FSD behind Waymo, unlikely to catch up. Delaware sup court (Oct 2025) denied prior payday. Elon just got the golden handcuffs!

埃隆永远拿不到那笔钱。特斯拉要从1万亿美元估值涨到8万亿美元才能达标（而比亚迪的竞争力已经超过特斯拉了）。而且自动驾驶出租车（Robotax）/全自动驾驶（FSD）必须成功——这根本不可能！特斯拉的FSD落后于Waymo，想追上难如登天。特拉华州最高法院（2025年10月）已经驳回了他之前的薪酬方案。埃隆这是被戴上了“金手铐”啊！

cdang8742
Should be Europe/Japan/Korea losing. US never been a automobile powerhouse.

该输的是欧洲、日本、韩国，美国从来就不是汽车强国。

Deep_Sorcery
Tesla stock should not be over $100 per share. Eventually people will figure it out.

特斯拉股价不该超过100美元一股，人们迟早会醒悟的。

sergiomessina2037
Great point that BYD is now the top seller of EVs! Too bad they're not making any money from that though… And as far as a bad deal for Tesla, mention one CEO where performance is tired so closely to a pay package. Carlos Tavarez of the Stelantis made $40 million before running the company into the ground… Sad.

比亚迪现在是电动车销量冠军，这一点说得好！可惜他们没从中赚到钱……而且要说特斯拉的薪酬方案不合理，你找个薪酬和业绩绑定这么紧的CEO出来看看？斯特兰蒂斯集团的卡洛斯·塔瓦雷斯在把公司搞垮之前，还拿了4000万美元，真可悲。

krakken
BYD's profit margin is low - 4% - but not nothing. For Elon if you mean by performance stock price, sure. But if you mean actual performance, not so much.

比亚迪的利润率确实低，只有4%，但也不是没赚钱。至于埃隆，要是你说的业绩指股价，那确实还行；但要是指实际业务表现，就不怎么样了。

SendLubes
No, ofc not. But his company is subsidized by the us government. Cut all those government benefits and the company will close in less than 6 months. TESLA is a government funded buble.

当然不是，但他的公司靠美国政府补贴活着。要是取消所有政府福利，这公司不到6个月就倒闭了。特斯拉就是个政府资助的泡沫。

borinvlogs
cut all those gov benefits, china literally controls space, galaxy, mars. without SpaceX, there will be no NASA rockets taking off the ground.

取消政府补贴？那太空、星系、火星不就被中国彻底掌控了？没有太空探索技术公司（SpaceX），美国国家航空航天局（NASA）的火箭都发射不出去。

peterh5165
@borinvlogs And Blue Origin? And all the old Deltas, and all the rest of the rockets we used to launch satellites in orbit for the last 50 years?

那蓝色起源（Blue Origin）呢？还有过去50年里我们用来发射卫星进入轨道的所有老式德尔塔火箭，以及其他各种火箭呢？

goyasolidar
Elon couldn't even deliver on the Hyperloop and now he's trying to sell the idea of robots stop crime? Puh-lease.

埃隆连超级高铁都没搞成，现在居然想推销“机器人防犯罪”的概念？拜托，别搞笑了。

lindaSmith6588
US is losing the EV market because A -- Trump walked away from the subsidies to encourage growth. B -- Democrats are the market for the EV'S and we will not buy from musk. And neither will much of the rest of yhe world!

美国输掉电动车市场有两个原因：第一，特朗普取消了促进电动车发展的补贴；第二，民主党人是电动车的主要消费群体，我们不会买马斯克的车，世界上很多人也不会！

ralfwasmund9656
Steady decrease of new Tesla registrations in Germany. Only 750 new in October.

德国的特斯拉新注册量持续下降，10月份只有750辆。

Randomdude21-e
Norwa 98% of new cars sold are EVs, ships busses trucks semis escavators alot is EV allso. In a few years all will be.

挪威98%的新车都是电动车，轮船、公交车、卡车、半挂货车、挖掘机也有很多是电动的。再过几年，所有交通工具都会电动化。

TabithaTabCat
Cybertrucks owners are lol

赛博卡车的车主们真可笑。

ambertgiang
BYD's profit ploughed back into R&D and Tesla

比亚迪把利润都投回了研发，特斯拉也该这么做。

TheKkpop1
Blame it on bipartisan flip flops on EV policy. Elon musk did well when Biden was the president. Trump would NOT interested in Subsidies to EV.

这要怪两党在电动车政策上反复无常。拜登当总统时，埃隆做得还不错；特朗普根本不想给电动车提供补贴。

sleepy_dobe
Useful humanoid robots? Still trying to train robots to work in a factory? Tesla is so far behind China in terms of robots and humanoid robots, Tesla investors and shareholders would do well to stop drinking the Musk Kool-Aid.

实用的人形机器人？还在费劲训练机器人进工厂干活？在机器人和人形机器人领域，特斯拉比中国落后太多了。特斯拉的投资者和股东们真该醒醒，别再被马斯克洗脑了。

jovanbregu2057
Becouse we American don't care about ev cars

我们美国人根本不在乎电动车。

entropyachieved750
Nope, Elons ideas army even with 100 billion either

没用的，就算给埃隆的“概念军团”1000亿美元也没用。

Ben-CHk
No one buys Chinese EV’s in the US

在美国没人买中国电动车。

PhilippeDevienne-eh9tx
True, but the rest of the world will. 350 millions Vs 7000 millions. The math is simple.

确实，但世界其他地方的人会买。3.5亿美国人对比70亿世界人口，道理很简单。

guagxclicque4152
Why? its actually very simple, China needs to get rid of fossil fuel dependency on other countries ASAP. In order to achieve that they need to push for everything related with electricity and nuclear powerplants. Thats the vulnerability of China on the same scale what was Japans problem at the start of the last century.

为什么？其实很简单，中国需要尽快摆脱对其他国家的化石燃料依赖。为了实现这一目标，他们必须大力推广所有与电力和核电站相关的产业。这是中国的软肋，和上世纪初日本面临的问题规模相当。

waynegore5291
From the conversation, you know that Obviously, european minds are in the past, American minds are in the future.

从对话中能明显看出来，欧洲人的思维停留在过去，美国人的思维面向未来。

richardcampbell7255
More like attempted trillion dollar grift.

说穿了就是一场企图骗取万亿美元的骗局。

chillxxx241
Every Chinese company is hemorrhaging billions of dollars. Their governments are just adding onto the national debt to subsidize them, ho everyone else will go out of business like they did with rare earths. That isn't really wng.

每个中国公司都在亏损数十亿美元。他们的政府只是在增加国债来补贴这些公司，想让其他国家的企业都倒闭，就像他们在稀土领域做的那样。这根本算不上胜利。

simonpageau6925
The number 1 car brand in China irrespective of power train is Tesla. The number 1 selling vehicle on planet earth is Tesla Model Y. And the new Model YL sold exclusively in China for now is back ordered big time.

在中国，不管动力类型如何，特斯拉都是销量第一的汽车品牌。特斯拉Model Y是全球销量最高的车型。而且目前仅在中国销售的新款Model YL，订单已经排到后面去了。

phillip76
Where do you get this from? A simple AI search give me: BYD is the #1 car brand in China. Not just #1 in EVs — #1 overall, outselling everyone: Volkswagen, Toyota, Honda, Geely, you name it. BYD is the top dog.

你这信息哪来的？简单用人工智能搜一下就知道：比亚迪是中国销量第一的汽车品牌。不只是电动车销量第一，而是整体销量第一，卖得比大众、丰田、本田、吉利都多，你能想到的品牌都不如它。比亚迪才是行业老大。

awel-g8x
Electric cars are very expensive and people will never buy them on such a massive scale as combustion cars. Electric cars = the end of motoring as we know it.

电动车太贵了，人们永远不会像买燃油车那样大规模购买电动车。电动车会终结我们所熟知的汽车时代。

donsullivan6199
Nope! America is not losing the EV race. EVs are junk and no one wants them without government subsidies.

不对！美国没有输掉电动车竞赛。电动车就是垃圾，没有政府补贴，没人会要。