特斯拉是一家富有远见的公司,但其当前估值远超基本面与增长前景所能支撑的水平。尽管特斯拉面临盈利增长放缓、利润率压缩,以及来自全球汽车制造商日益激烈的电动汽车竞争,其股票仍以高端科技公司的估值倍数交易。自动驾驶、机器人技术和储能业务的大部分上行潜力已被提前纳入当前价格,留给新投资者的安全边际微乎其微。分析师将特斯拉股票评级定为 “强烈卖出”,在当前市场环境下,更看好莫利纳医疗(MOH)、卡骆驰(...
Source Link特斯拉是一家富有远见的公司,但其当前估值远超基本面与增长前景所能支撑的水平。尽管特斯拉面临盈利增长放缓、利润率压缩,以及来自全球汽车制造商日益激烈的电动汽车竞争,其股票仍以高端科技公司的估值倍数交易。自动驾驶、机器人技术和储能业务的大部分上行潜力已被提前纳入当前价格,留给新投资者的安全边际微乎其微。分析师将特斯拉股票评级定为 “强烈卖出”,在当前市场环境下,更看好莫利纳医疗(MOH)、卡骆驰(...
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