浅笑红尘
2020-10-27
$特斯拉(TSLA)$
再怎么好的车企,现在已经3800亿市值了,还有多少想象空间?翻一倍就要7600亿了,冲万亿去啦?
大家一起分析下这个问题
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岚岚加油
2020-10-27
岚岚加油
电动汽车的模块化和产业链越来越完善。特斯拉的先发优势越来越弱。现在特斯拉能保持领先的,只有自动驾驶这块儿了。但是特斯拉的l4自动驾驶又迟迟不能落地。其他做的再好又有什么用呢?其他人做到9分,他做到10分没什么大区别。
浅笑红尘
回复
小虎牙sister
:
技术强领先了同行,同样也培养了供应链,供应链成熟后很多想法可以做到甚至超越,头部会被后面慢慢追上。是这个意思
小虎牙sister
:
产业链完善和领先优势强弱有啥关系?逻辑在哪里?难道不是看自己的技术实力吗,竞争对手买特斯拉的零件就能自己造出特斯拉?
阳光总在風雨后
2020-10-28
阳光总在風雨后
等传统车企的新能源都起来了以及中国新能源品牌都出海的前提下,特斯拉销量肯定会被稀释,所以马一龙自己也知道说未来特斯拉的主业并不是卖车,而是自动驾驶或者其他软件服务亦或者新发展的业务,比如有人说的太阳能,但是这都太遥远了,眼下撑起这么大的市值只有适当降价拼销量以及画大饼
浅笑红尘
:
这次工厂原因 上海特斯拉出口去了欧洲,又给了些许经验。
股市战神
2020-10-27
股市战神
能源龙头沙特阿美现在市值2万亿美金。特斯拉必然是未来的能源龙头,把沙特阿美的市值抢过来是迟早的。
三眼怪
回复
江湖恩仇录
:
內行的,不要說太多
江湖恩仇录
回复
浅笑红尘
:
傻子,特斯拉发展的太阳能,你不懂布局
浅笑红尘
:
但是特斯拉不生产电呀。
惊喜惊吓主宰人生
2020-10-27
惊喜惊吓主宰人生
只把特斯拉当成车企的话就千万别买它了……真的。
winter_lee
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浅笑红尘
:
不止汽车业务,还有能源业务,自动驾驶业务等
浅笑红尘
:
什么原因呢?
村口小店CEO
2020-10-27
村口小店CEO
要是自动驾驶的饼碎了,估值不会到丰田的三分子一。
村口小店CEO
回复
浅笑红尘
:
吹牛不缴税,反正都吹那么多年了。目前看还就waymo有干货,没有激光雷达的路线走不顺。
浅笑红尘
:
自动驾驶我们国内也落地了 会不会当头一棒?
plaispool
2020-10-27
plaispool
万亿市值是时间问题!
plaispool
:
最多一年,,快的话,明年上半年。
浅笑红尘
:
这个很范的回答,都知道是时间问题,十年还是半年?还是50年?哪怕上万亿也就一倍多的收益了
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