fafa518
2020-02-04
$特斯拉(TSLA)$
严重泡沫,卖车的比卖飞机的估值还高,不现实
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村口小店CEO
2020-02-04
村口小店CEO
卖手机的更高
村口小店CEO
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fafa518
:
趋势不可逆
fafa518
:
太多因素,中东石油王子不同意电动车占领市场,他们石油还没卖完,这不是砸人饭碗.
村口小店CEO
回复
fafa518
:
请参考苹果和诺基亚。特斯拉未来拉开的潜力会更大！也可以说饼更大
fafa518
:
就算以后路上都是特斯拉,跟丰田一样的市占率,那么估值也就那么多,但是不可能短期超过丰田
村口小店CEO
回复
F浮生
:
麻烦看一下苹果手机的市占率，老年人不用车？公交车卡车货车都是啥？
全部11条回复
fafa518
2020-02-04
fafa518
石油主要被用于交通运输行业（56%），其次是工业生产（28%）和发电（5%），剩下的（11%）消耗于其他用途（医疗、服装、日用品等）.这一半的百分比被特斯拉占领,那么中东石油王子如何处理这一半的消耗量.
fafa518
2020-02-04
fafa518
大家要理性分析市场.卖车卖不过丰田,这么高估值不合理.就算代表新技术,电动车核心是电池.电池突破了,各家车企都能快速占领市场...
F浮生
:
待市场验证吧 用的松下和宁德的电池
fafa518
2020-02-04
fafa518
买手机的多少人,卖车的多少家.不一定都要买特斯拉.卖飞机的就波音空客
fafa518
2020-02-04
fafa518
车不是必需品,手机是必需品.车竞争激烈
日月神剑
2020-02-04
日月神剑
不急，还没超过卖酒的。
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