$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 比较看不懂tsla的估值
1.如果是硬件公司。丰田和比亚迪就是估值天花板；
2.如果是软件公司。Google也有无人驾驶想搞这个的人多了去了，英伟达的gpu是cuda有壁垒的，tsla车没有苹果的粘性；
3.无人驾驶搞出来了。到时论数据比不过比亚迪，论算法大概率比不过google，论算力也比不过google；
所以它的未来到底是什么？能和nvd享受相同水平的估值

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

Aureliano
09-04
Aureliano
怎么得出数据不过比亚迪的……算法硅谷一线是差不多的，看过FSD V12评测吗？算力，dojo你是没听说过，张嘴就来的本事啊
戈仑
09-04
戈仑
你扒拉算盘一定是想不明白的。按你这个分析，比亚迪应该是天花板，即有造车有硬件，又有无人驾驶数据。那为什么股价没上天呢？？来来来，你告诉我比亚迪有什么？？
_______9671
09-04
_______9671
你是怎么觉得他这么多公里的车况数据对自动驾驶来说不值钱的[开心]
查理芒
09-04
查理芒
它的未来是人形机器人
Johnsonk
09-04
Johnsonk
做空就是了，闷声发财呗，敢么
草没了
09-05
草没了
你不用明白，长期做空就行了，不随随便便赚吗？

发表看法

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