由于增长停滞且潜在衰退带来较高下行风险，比亚迪缺乏可持续的长期投资逻辑。
逐段跳播
比亚迪曾经火爆，现在有点停滞了。
BYD boomed now is stalling a little bit.
我们来看比亚迪。它曾经什么都不是。然后它火爆起来，现在它在那里稳定下来了。智能泊车的全损保障。他们正在推出自己的自动驾驶。销量一直在增长，稍微停滞了一点，但这也许是他们演示中的关键。
汽车如何不再是汽车。汽车现在是芯片，而汽车公司自己在做芯片。非常有意思。
We go to BYD. It was nothing. Then it boomed and now it's stabilized there. Full damage coverage for intelligent parking. They are launching their autonomous drive. Sales have been growing. stalled a little bit, but this is perhaps the key from their presentation.
How cars are not cars anymore. Cars are chips now and car companies doing their own chips. Very interesting.
因为这是一条不错的评论，小米的免费电动车，或者说具有开创性且设计极佳，他们的人工智能也非常好，唯一他们还没做到的就是像比亚迪那样的硬件整合，但请注意，他们也在设计自己的芯片，然后我们还有比亚迪的 34,000 辆 SUV。
还有什么我要说的吗？它很难看，尤其是在欧洲，但还不够难看。再给它加上一场衰退，那时候它也许就真的很难看了。如果我们能确定它能活下来，你就能赚到一些钱。但这不是沃伦·巴菲特所说的那种你可以投资、甚至犯了错也没关系的长期正向投资顺风。
as this was a nice comment Xiaomi free EV car or groundbreaking and superbly designed their AI is very good as well only thing they haven't go is the hardware integration like BYD but mind you they're designing their own chips as well and then we have this BYD's 34,000 SUVs.
Is there anything else I have to say? It is ugly, especially in Europe, but not ugly enough. Give it a recession on top of it and then it will be perhaps really ugly. If we can then nail the survival, you can make some money.
But this is not a long-term positive investing tailwind that Warren Buffett says you can invest in and then even make mistakes.
这个频道对 $BYDDY 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。