去年歐洲是最大的電動_老虎社区_美港股上老虎

阿文顽股

2021-02-01

去年歐洲是最大的電動車市場

電動車早就不是藍海，而是紅海市場

未來只會越來越紅，直到幾年後廝殺淘汰不良企業

特斯拉必須做到比蘋果更好更強大

才配得上它的估值

但一個利潤需要靠賣積分的公司

隨著其他廠牌陸續推出電動車

這塊收入也變得越來越少

唯一希望就是自動駕駛可否創造出強大訂閱業績

這也將是之後$特斯拉(TSLA)$股價的關鍵

馬斯克是天才，但分心太多企業就會平均成一個庸才

財報解釋一堆估值計算，讓我想起約翰勞

想靠自動駕駛讓車子自己賺錢，先想想$優步(UBER)$都受到法律約束影響增長

現有計程車從業人員會群體抗爭，為了選票不會去圖利一家美國公司

希望不會是下一個密西西比公司

有夢最美，但夢總會有醒的時候

最終企業估值是靠業績說話

马斯克成首富，特斯拉还能买吗？

马斯克的身家超过1850亿美元，由此超越杰夫·贝佐斯成为新任世界首富，你认为特斯拉今年还会是新能源最佳投资选择吗？

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

谋远
2021-02-01
谋远
汽车行业出不了萍果，特丝拉也坐不稳老大，估值太高了，不是密西西比，也会大幅下跌。
- 阿文顽股:
  所以我看特斯拉是供需法則，信仰的太多，只能用時間認清事實，買2年後到期的put，躲避短多的風險
Mr_吴_2289
2021-02-01
Mr_吴_2289
欧洲电动车充电和市场这么发达了？
- 阿文顽股:
  你可以去查哦，先前閱讀到的，我只是分享電動車的競爭環境已經是紅海市場
- allen618回复allen618:
  以数据服人才有理有力，欧洲136+中国124~~~这样
- allen618回复阿文顽股:
  挪威7成，那也只是一个充电不要钱且免费停车的挪威，如何得出欧洲是最大的电动车市场，去年欧洲卖了多少？美国多少？中国多少？
- 阿文顽股:
  挪威已經是電動車最多了
虢虢2021
2021-02-01
虢虢2021
FSD确实如您所说非常难，可当初也说可回收火箭非常难……
- 虢虢2021回复阿文顽股:
  我就是杠精本杠美股新韭，您还回我太台举了，不用在意哈哈[龇牙]
- 阿文顽股:
  我也不一定對，只是分享觀點讓大家多知道一些聲音而已，對我的做空策略來說，其實最怕的是崩跌，漲對我不是壞事情
sonnylee
2021-02-02
sonnylee
只要实实在在掏钱对赌就是好汉，直说不出钱的都是瓜皮
Mr_吴_2289
2021-02-01
Mr_吴_2289
这篇很实在，数据说话
复兴计划
2021-02-01
复兴计划
点赞支持[666]

发表看法

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