汽车这块基本上也就这_老虎社区_美港股上老虎 - 老虎社区

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大作手杰克
08-02

汽车这块基本上也就这样了，未来可能还会进一步被压缩。主要是竞争太大卷的太狠，营收很难上去，除非未来在xai以及人形机器人上面寻求增长点，但是这两块卷得更狠，很难从几个大厂里面杀出重围，再加上马斯克被特朗普针对，日子特斯拉总体的日子肯定不好过。个人认为，特斯拉的估值极有可能会继续萎缩。

图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍

格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑的公司，同期英伟达、Meta分别录得86%和22%的增长。另一方面，特斯拉多头、Wedbush分析师Dan Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。

图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍

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