$Luminar T_老虎社区_美港股上老虎 - 老虎社区

$Luminar Technologies, Inc.(LAZR)$Luminar的技术的确是行业领先的，创始人兼CEO只有25岁，激光雷达未来的市场很大，而且公司目前已经斩获众多合作项目和订单。但是目前股价实在太贵了，内在回报率很难超过25%，对于一家还没有营收的公司来讲不是一个好的数字。会耐心等待LAZR股价回落到20左右入手，因为不想错过下一个可能的比尔盖茨和扎克伯格。

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小老弟liboshen
2020-12-15
小老弟liboshen
别想了，激光雷达市场并不大，公司现在盈利都困难，更别说垄断
- 才神回复阿里王:
  这样的估算也是我的想法，千亿级别可期 [财迷]
- 阿里王回复小老弟liboshen:
  2025年美国市场就预计170万汽车会装置激光雷达，按每个雷达1000美金的价格，市场保守估计有17亿的销售额。而且Luminar未来的可观收入会是在软件解决方案上，按照30%的市场占有率和和硬件相当的软件营收，2025公司可以有10亿营收，30倍PS对应估值300亿美金。如果自动驾驶应用加速，公司市场份额增大，那足以支撑起一家千亿级别的公司
- 小老弟liboshen回复阿里王:
  不是没市场，是市场不大，和微软没法比，微软的客户是广大群众，激光雷达并不是卖给群众的，利润是有限的
- 阿里王:
  激光雷达没市场你还要半仓Velodyne[笑哭]
从容的心
2021-10-29
从容的心
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