4.2号特斯拉即将公布Q1交付！100x的P/E，到底是信仰还是泡沫？

悬赏1000虎币

今年Q1，截止周四， $特斯拉(TSLA)$ 跌幅36.9%，而去年销售额突破1000亿美元，营收超越特斯拉的 $比亚迪(002594)$ ，Q1股价累计涨幅35%。在小米、比亚迪等中国企业在电动汽车领域不断领先之时，特斯拉似乎在淡化其核心的电动汽车业务：[吃瓜]

大家更担心的是，4月2号特斯拉还要公布Q1交付数据，现在摩根大通大幅下调预期，大概从44万辆下调至35万辆，降幅20%。比亚迪20x的市盈率，特斯拉是100x，在2025年预计营收增长率只有12%左右的情况下，说特斯拉现在估值合理，要怎么才能说得过去呢。。。

各位小虎，大家是真的相信特斯拉吗？现在特斯拉100x的pe，你觉得合理吗？[疑问]

评论区分享你的观点和操作策略，一起赢取1000虎币奖励！

【讨论】特斯拉VS特朗普，马斯克最终会pick谁？

特朗普近日马斯克总有一天要回去经营公司，但会尽可能留住他！自带领DOGE帮助联邦政府“瘦身”以来，马斯克旗下的公司，尤其是$特斯拉 (TSLA.US)$，受到了诸多特别不利的影响。【一季度特斯拉领跌七巨头，特斯拉VS特朗普，马斯克最终会选谁？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

540虎币已分给23位参与者,剩余460虎币已退还至发起者

截止至04/18 13:23

精彩评论

是小卡拉米鸭
03-28
是小卡拉米鸭
赢得10虎币
太贵了
一路走来cd
03-28
一路走来cd
赢得30虎币
现在看贵，
往后看呢？要看数据的公布信息，判断估值大小
山外有山人
03-28
山外有山人
赢得30虎币
没点常识，支撑特斯拉这么大pe的根本就不是电动车业务
conan_gtxi
03-28
conan_gtxi
赢得30虎币
特斯拉早就不是汽车股了，不能以汽车销量来算估值，股价中早就计入机器人的价值了
小小虎AAA
03-28
小小虎AAA
赢得30虎币
特斯拉早就不是汽车股了，不能以汽车销量来算估值，股价中早就计入机器人的价值了
追梦999
03-28
追梦999
赢得30虎币
现在看贵，
往后看呢？要看数据的公布信息，判断估值大小

发表看法

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