不装gms要过gms吗

科技2023-12-03 101

不装gms要过gms吗

In December 2016, a half year before Tesla released its mainstream-priced Model 3, GM delivered its first all-electric Bolts to customers. The arrival of the two vehicles marked a crucial moment in the industry, when it would finally be possible to know whether the mass market was prepared to buy electric vehicles in large numbers.

在特斯拉发布其主流价格的Model 3半年前的2016 年 12月，通用汽车向客户交付了首款全电动螺栓。这两款汽车的到来标志着行业中的关键时刻，届时人们将有可能最终知道大众市场是否准备大量购买电动汽车。

The Tesla was swankier, but in almost every other way the cars were comparable: Like the Model 3, the Bolt went more than 200 miles on a single charge and was priced at around $35,000 before government rebates. Technology experts gave the Bolt rave reviews, including Motor Trend, which declared it the 2017 Car of the Year. By the end of 2017, GM was looking very good indeed — it had sold about 24,000 Bolts, 13 times the 1,764 Model 3s sold by Tesla.

特斯拉是高档一点，但在几乎每一个Ø 牛逼的路上的汽车具有可比性：喜欢的模型3，博尔特又在一次充电超过200英里，当时售价为政府退税之前约35000 $。技术专家给了Bolt好评如潮，包括Motor Trend宣布其为2017 年度最佳汽车。到2017年底，通用汽车的确看上去非常不错-它售出了约24,000枚螺栓，是特斯拉售出的1,764辆Model 3的13倍。

But in 2018, the first full year in which both vehicles were available, the competition flipped: Tesla sold almost 146,000 Model 3s, while GM delivered just 18,000 Bolts. It was not only a complete drubbing by Tesla, but a 23% drop from the Bolt’s 2017 sales, which, with the benefit of a year, looked like a low bar. Since then,Tesla has sold more than a half-million Model 3s, while Bolts have yet to again reach even their 2017 numbers.

但是在2018年(这两种车都可用的第一个全年)中，竞争发生了转变：特斯拉售出了近14.6万辆Model 3，而通用汽车只售出了18,000辆螺栓。这不仅是特斯拉的彻底拖延，而且比博尔特(Bolt)2017年的销量下降了23％，而博尔特(Bolt)在一年的收益下看起来像是低门槛。自那时以来，特斯拉已经售出了超过50万辆Model 3 ，而Bolts甚至还没有达到 2017年的销量。

This Tuesday, GM announced a $2 billion all-stock deal to own 11% of Nikola, an electric truck startup mimicking Tesla’s name and model. GM will engineer and build the Nikola vehicles, starting with its Badger pickup, effectively from the ground up. The nerve center of the Nikola pickups — the battery — will be the GM Ultium, a first-rate system that appears to be state of the art (with the caveat that Tesla’s Battery Day is still two weeks away).

本周二，通用汽车宣布以20亿美元全股票交易，拥有电动卡车初创公司 Nikola的11％股份，该公司模仿特斯拉的名字和型号。通用汽车将从头开始有效地从Badger皮卡开始设计和制造Nikola车辆。尼古拉皮卡的神经中枢-电池-将是GM Ultium，这是一流的系统，它似乎是最先进的( 特斯拉的“电池日”离我们还有两个星期了)。

The tie-up sent Nikola’s shares surging by 51% and GM’s by 10%. Credit Suisse called it “a crucial validation datapoint on the GM EV strategy.” Barclays crowed that, given Wall Street’s ho-hum appreciation thus far of GM’s EV chops, marketing its know-how to other automakers was the way to go. But it was Wedbush that better understood what was going on. In its own note to clients, it called the news “a potential game-changing deal” — for Nikola.

两家公司的合并使尼古拉的股价上涨了51％，通用汽车的股价上涨了10％。瑞士信贷称其为“通用汽车电动汽车战略的关键验证数据点”。巴克莱认为，鉴于华尔街迄今为止对通用汽车的电动汽车的赞赏，向其他汽车制造商推广其技术诀窍是必经之路。但是正是Wedbush更好地了解了正在发生的事情。在给客户的说明中，它称该消息为尼古拉“潜在的改变游戏规则的交易”。

For those unfamiliar with GM’s history: With the iconic Corvette, it popularized the mainstream sports car. With the Camaro, it also made fast and sporty cars a family purchase. In short, GM has a daring spirit buried somewhere deep in its DNA. That is what the Bolt (and its hybrid predecessor, the Volt) were all about — recapturing the glory days.

对于那些不熟悉通用汽车历史的人：具有标志性的克尔维特(Corvette)普及了主流跑车。借助Camaro，它也使快速和运动型汽车成为家庭购买。简而言之，GM在其DNA的深处埋藏着大胆的精神。这就是Bolt(及其混合动力前身Volt)的全部目的-夺回辉煌的日子。

The deal with Nikola, conversely, is an embarrassing show of insecurity, a demonstration that GM does not believe in itself. This lack of confidence is apparent in GM’s failure to stand up tall and promote its own creations. GM CEO Mary Barra said the deal with Nikola is “the beginning of unlocking the value that’s within this company.” But the true value of GM’s value is in its vehicles — its electric Cadillac, to come out later this year, and even more important, its electric Hummer, due for delivery late next year — and not being the enabler of its rivals.

相反，与尼古拉的交易却令人尴尬地显示出不安全感，这是通用汽车不相信自己的证明。通用汽车未能站得住脚，无法推广自己的创造，这显然缺乏信心。通用汽车首席执行官玛丽·巴拉(Mary Barra)表示，与尼古拉的交易是“释放该公司内在价值的开始。” 但是，通用汽车价值的真正价值在于其车辆-其电动凯迪拉克(Cadillac)将于今年晚些时候问世，更重要的是其电动悍马(Hummer )将于明年下半年交付-而不是其竞争对手的推动者。

By trading on Thursday, GM’s share price dived, closing down 9% from the early surge at $30.17, just over its pre-deal $30 a share. Nikola, too, had plunged by 30% over two days, to $37.57, hovering just over its own pre-deal share price of $35.55 — a sign of the market catching up to the likelihood that this deal probably won’t end well for either company.

通过周四的交易，通用汽车的股价下跌了，较早前的上涨30.17美元下跌了9％，略高于交易前的每股30美元。尼古拉(Nikola)也在两天内暴跌30％，至37.57美元，徘徊在交易前的35.55美元上方，这表明市场正在追赶这笔交易可能不会顺利结束的可能性公司。

翻译自: https://marker.medium.com/gms-embarrassing-deal-with-nikola-a7de00e35755

不装gms要过gms吗