数字背后的荒诞现实粗略统计,上述17家全球主流车企的总市值约为1.16万亿美元,仍比特斯拉少约1300亿。这意味着,市场对特斯拉的估值,已默认它将“吃掉”整个汽车行业——甚至更多。更令人不安的是,特斯拉近年销量持续下滑,2024–2025年连续两年负增长,而比亚迪、现代、Stellantis等对手却在电动化浪潮中稳步扩张。一边是基本面走弱,一边是估值狂飙——这中间的裂缝,正在不断扩大。“当一家公司...
Source Link数字背后的荒诞现实粗略统计,上述17家全球主流车企的总市值约为1.16万亿美元,仍比特斯拉少约1300亿。这意味着,市场对特斯拉的估值,已默认它将“吃掉”整个汽车行业——甚至更多。更令人不安的是,特斯拉近年销量持续下滑,2024–2025年连续两年负增长,而比亚迪、现代、Stellantis等对手却在电动化浪潮中稳步扩张。一边是基本面走弱,一边是估值狂飙——这中间的裂缝,正在不断扩大。“当一家公司...
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