利润率仅为同侪零头,特斯拉的“美股七巨头”标签还能贴多久?

华尔街见闻
Feb 13

特斯拉一直是“美股七巨头”中的异类,而其近期试图向人工智能转型的努力,反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现,但随着基本面数据的恶化,特斯拉与Alphabet、微软和英伟达等科技巨头之间的差距正在迅速拉大。 据彭博专栏作家Liam Denning分析,特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率,但这在很大程度上是因为盈利预期的下降,而非增长的...

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