話說TESLA- 套一句巴菲特的話：別人貪婪時我恐懼，別人恐懼時我貪婪

我嚴重懷疑一切是有原因的。Musk現在有律師限製，還不能多說，Delaware 官司不僅僅是對方律師貪婪動機，今年是大選年，很多事都是一個圈。。。 媒體的最大金主廣告商，曆史上向來是傳統車企，政治上的金主。。。。蛋糕被MUSK動了， 。。。

 

但是TSLA的基礎麵沒有變化和問題，相反非常好。 TEALS是目前唯一真正每輛車賣出都有幾千純利潤的，BYD都遠不及，其他的沒有一家不是賠本買賣。 

包括上周宣布倒閉的。做模型已不容易（蘋果花了這麽多年，投入10B， 2000多最好的ENGINEER，不得不關門也沒成。）從模型再開始量產， 尤其AI控製的高效量產，目前全世界沒有第二。

 

 

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion.

 

Since that day, @Tesla has accomplished:

 

• Producing 5 million Vehicles

• Record production and deliveries in 2023, exceeding 1.8 million vehicles.

• Record 96.8B in Revenue (2023) vs. 53.8B (2021)

• Average of 37.5% growth in deliveries since.

• Model Y became the bestselling global vehicle with over 1.2 million units delivered.

• Advancements in AI technology, including Tesla's hardware developments and the Dojo training system.

• S3XY ranked most American made cars

• Expanding sales to more countries

• Ramp up of Giga Factories

• 400,000 FSD Beta Users.

• FSD Beta v12 with end to end architecture.

• First Cybertruck’s delivered to customers.

• Cybertruck Production ramping.

• Strong focus on Next-Gen platform, with production starting at Giga Texas.

• Model 3 Refresh successfully launched.

• Tesla Semi production & deliveries.

• Optimus Bot & its potential.

• Advertisements are underway.

• Next-Gen Roadster production 2025

• 20M+ 4680 Cells produced

• Energy storage business reaching nearly 15 GWh.

• 600,000 Powerwalls installed worldwide

• SAE J3400 becomes NACS

• 6,000 Supercharging stations & 55,000 Superchargers

• Global Supercharging network opened to ALL EV’s.

• V4 Superchargers.

. Lithium refinery plant almost done.  Compute more than 3x.

 

. And, Tesla Energy is the Sleeping Giant.

 

And more…

 

Today, Tesla has a Market Cap of 520B. IMO the company is being way undervalued when accessing its recent  accomplishments, and future potential.

 

 

 

 

 

 

 

所有跟帖： 

• 你說得對 -xionger_- ♂ (234 bytes) () 03/14/2024 postreply 18:07:54

• 資本趨利很正常。 -NewLeaf2021- ♀ (0 bytes) () 03/14/2024 postreply 18:27:40

• 那就等著TSLA，AI，鼻涕鼻，三高～～～ -華灜- ♀ (0 bytes) () 03/14/2024 postreply 19:39:34

• 特斯拉今年可能會比較難，但是不會沒有future -2008VGirl- ♀ (0 bytes) () 03/14/2024 postreply 18:09:40

• 很難說，如果特斯拉的全自動駕駛正式上線，可能會暴漲，我不買也不看空TSLA。 -parentb- ♂ (0 bytes) () 03/14/2024 postreply 18:18:21

• 我有，但是我也比較客觀 -2008VGirl- ♀ (0 bytes) () 03/14/2024 postreply 18:28:39

• 關鍵是將來的盈利預期是否justify 目前160的股價 -fangyuan2009- ♂ (0 bytes) () 03/14/2024 postreply 18:57:32

• 現在預期明年不僅沒增長， 還衰退 -fangyuan2009- ♂ (0 bytes) () 03/14/2024 postreply 18:59:17

• 下個季度吧，現在沒有機會。 -Betapro- ♀ (103 bytes) () 03/14/2024 postreply 19:23:59

• 電動卡車肯定是個墳墓，F150都賣不出幾輛 -天氣晚來秋- ♂ (0 bytes) () 03/14/2024 postreply 20:08:00

• 不管基本麵怎麽好，我們做股民的隻能看股價。 -mobileuser- ♀ (0 bytes) () 03/14/2024 postreply 21:14:00