$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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Sun99811224
2020-07-14

$特斯拉(TSLA)$作为整车厂，护城河深度值得思考。从传统车厂来看，护城河非常脆弱，大厂之间产品力相差不大，竞争极为激烈，一点点口碑问题就会造成品牌力严重折价，比如大众。未来特斯拉一家独大的竞争格局大概率不会出现。

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挥刀自宫要果断
·2020-07-14
重资产公司虽有先发优势但是技术壁垒太浅后面竞争激烈，也就创业公司成长性还可以。
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- Sun99811224:
  同意，现在新能源车由电池驱动被全球接纳后，整体行业确定性大增，不少行业龙头肯定有超涨的嫌疑
  2020-07-14
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