$(TSLA)$ F_老虎社区_美港股上老虎

2021-10-25

$(TSLA)$ FSD: not much. Robotaxis: not happening. Insurance... What else you got to even half justify more market cap than the rest of the automakers combined considering their (ex-Tesla) massively higher revenues, and including Toyota with its own 25% EVs, industrial robots and finance subunits (and invention of Kanban FFS)?

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好无聊的老头
2021-10-26
好无聊的老头
怎么说呢，特斯拉盈利是有的，未来想象也大，但是后续盈利模式是个问题，光靠卖车估值并不会高，看传统车企就知道，至于软件啥的，很多人说和苹果一样，我但倒觉得首先大多数人不会一两年换车，软件收费，谁会傻到整天玩车，待车里好玩？顶多就以后各项功能收费，除非你各种app也像苹果一样收30%费，问题谁一直在车里玩app，不然不值这么多。

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