百乐事
2019-12-26
$特斯拉(TSLA)$
快爆仓了。[喷血]
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123股市韭菜
2019-12-26
123股市韭菜
就怕交付量到达了,就怕财报继续超预期。哎呀,再来个30%涨幅,那可怎么办[笑哭]
百乐事
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123股市韭菜
:
福特的自动驾驶你可以体验下。关键是风险,像特斯拉这样愿意担风险的确实不多。这点为马斯克点赞。
123股市韭菜
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百乐事
:
特斯拉一个钥匙卖多少?开锁一个功能卖多少?现在当然比不上苹果,要是比的上就不是这个价了。假以时日呢?苹果做的是产品,也是生态。这些特斯拉以后都会有…自动驾驶福特和谷歌吹牛逼倒是牛,实用看不到,即使看的到,成本太高
百乐事
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123股市韭菜
:
苹果拿了手机市场80%的利润,appstore占了苹果20%以上的营收。苹果客户的粘性也是超乎想象,一个普通的蓝牙耳机能卖到1000多。特斯拉那一点能比得上?苹果做的是生态,不是产品,特斯拉比不了这一点。自动驾驶确实牛,但福特的不牛?谷歌的不牛?特斯拉还需要时间来验证自己的能力,对于空头而言,时间才会有优势,介入早了,可能会很惨。
123股市韭菜
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百乐事
:
以前的汽车厂没有互联网,现在的汽车有智能。你觉得苹果手机和诺基亚一样的估值空间?
百乐事
:
开了个不大的空单,特斯拉卖的再好,也是汽车,汽车厂该给什么估值?我不担心它飞天,很愿意看它飞。市场总要有点超乎预期。
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百乐事
2019-12-26
百乐事
挺厉害的,虽然坚持看空,不过可能要准备止损了。
百乐事
2019-12-26
百乐事
准备跳楼了,不要拦我。
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