小鹏、理想能不能成为中国特斯拉?

价值投资道
Dec 02

©读懂新能源原创/出品作者:杨扬编辑:夏益军特斯拉活成了所有汽车股都羡慕的样子。虽然业绩绝大部分都是由汽车业务贡献,但AI能力的溢出,让它孵化出了FSD、Robotaxi和人形机器人等一系列愿景宏大、短期内又难以证伪的科技业务。这也使特斯拉的身份悄然转变,从一家制造企业变成了科技公司。目前,特斯拉市盈率(TTM)高达280倍,而全球销量第一的丰田仅8倍。特斯拉打了个样,有没有其他汽车股也能成为“下...

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