$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

小虎牙sisters

$特斯拉(TSLA)$新能源车板块享受了高溢价，就得承受高波动。我比较少预测短期价格的，但是400-500应该就是底部了，某种程度上说，大跌是好事，一是打破心理的底线，二是把投机的人请出去。牛市时，每个人都是“投资大师”，熊市到来才见能力和视野之差别。不管怎样，不要做追涨杀跌的那个人，拿着别动，很快会有转机。

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。

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雄哥价值投资
2021-03-06
雄哥价值投资
最近被高高捧起的Ark基金反而可能会落井下石，因为基金的天然属性，大量赎回，卖出股票，股价下跌，大量赎回的恶性循环可能被触发
- 小虎牙sisters回复雄哥价值投资:
  总之现在是加仓好机会。
- 小虎牙sisters回复雄哥价值投资:
  跌了也会会来的，始终要长远看。华尔街和巴菲特老爷子都不太懂新经济，动辄就喊泡沫的，但现在只是伟大公司的起点，下个十年，强者恒强。
- 雄哥价值投资回复小虎牙sister:
  20世纪初的互联网泡沫时也有很多人认为估值理论已经不适用于互联网这样的新商业模式，后来泡沫破裂时连亚马逊都跌了95%。这不是说特斯拉没有潜力，就像亚马逊后来也远超互联网泡沫的高点了，投资要买好公司，还要买在便宜的价格
- 小虎牙sister回复雄哥价值投资:
  But….大部分人是基于上个世纪的PE or FCFF 估值方法得出“估值过高”的结论。如果你把自动驾驶+电池+能源板块的潜力都考虑进去，其实特斯拉是被低估的，而不是“靠信仰支撑”。这种感觉很难解释，就像iphone3GS的时代，诺基亚的拥簇者嘲笑苹果。现在我们就在这样的一个十字路口，强者恒强，而能源板块又是一个市场size巨大的板块，特斯拉的优势和潜力只会越来越大。
- 雄哥价值投资回复小虎牙sister:
  Burry可是会把自己关在房间里连续阅读数百份抵押债券说明书发现问题的投机“天才”，他指出的短期风险还是值得注意的，我也长期看好特斯拉，但特斯拉的股价确实脱离基本面太远了，没有办法用估值模型解释的股价只靠信仰支撑的话什么都可能发生[笑哭]

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