The Acquirers Podcast 对 $TSLA 的判断变化

2026-09-20
《Why Chinese EVs Might Fail to Conquer the US Market | Charles Lemonides》
特斯拉的汽车业务正陷入困境(尤其是在欧洲),但鉴于埃隆·马斯克个人品牌/光环的高价值,做空 TSLA 并不明智。

我认为这是 Rivian 和 Tesla 做得极其出色的地方之一。Tesla 从市场的高端起步,是你能买到的最奢华、最出色的东西,而且价格昂贵。

And I think this is one of the things that Rivian and Tesla have done extremely well. Tesla started at the high end of the market, as the most luxurious and fabulous thing you could buy, and it was expensive.

Charles,在我看来,Tesla 在美国和欧洲的增长已经有些停滞了。而且在全世界都是如此。

Charles, it seems to me that Tesla's growth has stalled a bit in the US and Europe. And all over the world.