$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$

分享一点思考

美国未来的排放政策是抑制燃油车，鼓励电车和混动车的，在这个前提下，几乎所有传统车厂商都减缓了电车的推进，这不是把纯电市场拱手让给特斯拉吗？

国内新能源车卷的你死我活，但除了比亚迪，大家都是在贴钱卷，特斯拉是赚着钱卷，而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的，谁有优势不明显吗？

特斯拉其他的业务发展，就不说了，哪个做成了，都能再造一个特斯拉，为什么在这种时候，这个价位，投行一边倒的唱衰特斯拉，前期反弹到299的时候怎么没人提呀，按他们的逻辑，299的时候更是高估的离谱呀，特斯拉的车型开发计划早就知道啊，很难不怀疑他们的用心。

当然，特斯拉先做truck后做2是重大误判，否则股价不会这么狼狈。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

硅谷铝合金虾
04-04
硅谷铝合金虾
季报就像每次考试成绩一样。尽管孩子聪明，总听他说以后要考好，但是每次出来成绩反而下降了。这就是有问题的。
- yifannafiy回复硅谷铝合金虾:
  对，我愿意相信这是暂时的困难，不是一蹶不振前的拐点
- 硅谷铝合金虾回复yifannafiy:
  近期有点乏力，或者说给市场的惊喜太少了。更何况热点都在AI，苹果今年也掉不少 [捂脸]
- yifannafiy:
  这孩子还是考的好的时候多，而且也还是全班第一[开心]
33_Tiger
04-04
33_Tiger
因为市场很难给fsd定价估值，分析师看不懂这个估值模型怎么做、fsd还是跟着每辆交付的车，所以只能单纯看交付
- yifannafiy:
  对，成长股估值本来就是玄学，尤其是引领行业的没有参照物的成长股，但是很多分析师对这一块业务视而不见也是挺有意思的，还有说股价应该14的[笑哭]，比木头姐估2000还离谱
雁门关向东二万五千里
04-04
雁门关向东二万五千里
赛博皮卡太贵没销量，廉价车型没跟上，青黄不接。
- yifannafiy:
  皮卡价格问题不大，毕竟还积压那么多订单呢，主要是产能爬坡比预想的慢，如果今年就能起量，明年上model 2，节奏就挺好，现在空了一年，没大的增长点
Cissyxulei
04-04
Cissyxulei
直线拉升了。打脸了吧
- yifannafiy:
  短期的涨跌和大趋势无关，日内的波动更是充满了偶然，而且，看内容你就会发现，我是多头
  耸人听闻的空头题目不是我起的[捂脸]
品子
04-05
品子
如果是国外市场，特斯拉应该不错了
alexsp
04-04
alexsp
是已经认输了，竞争不过

发表看法

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