上海这个补贴针对的是纯电动车，$理想汽车.US就不在内了。剩下主流的就是$特斯拉.US，小鹏，蔚来，比亚迪。特斯拉降价后，影响最大的应该就是小鹏和比亚迪了，因为特斯拉两款车型直接就跟他们正面竞争。所以单从政策来讲，特斯拉是比较受益的，本身有品牌优势，技术优势，降价后还有价格优势，再加这次还有额外 1 万块补贴，可谓是对其他厂家是降维打击。如果不考虑补贴，我个人看好理想，理想的车型目前完全是避开了特斯拉，而且理想非常务实专注与 SUV 车型，主打 “移动家” 的概念，定位非常精准，虽然针对用户群体没有蔚来，小鹏多，但卖的车明显比他们多，市场上竞争力明显比较强，在电动车 suv 市场上已经排名第一了。
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