大空头：特斯拉只能靠降价活着，没有任何护城河_老虎社区_美港股上老虎

大空头：特斯拉只能靠降价活着，没有任何护城河

华尔街见闻2020-11-11

特斯拉的神话，终究有人不相信。不论特斯拉怎么涨，总有人不相信特斯拉的故事。 Stanphyl Capital就是长期以来对特斯拉抱持怀疑态度的机构之一。在2020年10月给投资者的信中，该机构称：我们继续看空现代股票市场史上最大的泡沫——特斯拉公司。如今，特斯拉公司的市值接近4000亿美元，几乎是丰田，大众，通用，戴姆勒，宝马和福特市值之和。但是，特斯拉每年的销量不到50万辆，但这些传统...

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特斯拉笑
·2020-11-12
还有空头嘴硬呢，走了一批又一批输得裤衩都没了。
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winter_lee
·2020-11-12
特斯拉降价就可以把其他厂家打趴下
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乾禛zhen
·2020-11-11
沙币又来了
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门_7322
·2020-11-11
做空没有
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Capital认为，和传统车企相比，特斯拉根本没有护城河。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"Big Short: Tesla can only live on price reduction without any moat,","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/179f8a4dce5e5d44d6af71cb21e8eb7a","symbols_score_info":{"TSLA":0.9},"content_text":"特斯拉的神话，终究有人不相信。\n不论特斯拉怎么涨，总有人不相信特斯拉的故事。\nStanphyl Capital就是长期以来对特斯拉抱持怀疑态度的机构之一。在2020年10月给投资者的信中，该机构称：\n\n 我们继续看空现代股票市场史上最大的泡沫——特斯拉公司。如今，特斯拉公司的市值接近4000亿美元，几乎是丰田，大众，通用，戴姆勒，宝马和福特市值之和。但是，特斯拉每年的销量不到50万辆，但这些传统车企的年销量近4000万辆。\n\nStanphyl Capital对特斯拉的主要观点是：\n\n 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