Value Investing with Sven Carlin, Ph.D. 对 $TSLA 的判断变化

2026-09-16看跌
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
看空TSLA;基本面疲弱(自由现金流为负、利润率下降),且受竞争影响长期可持续盈利可能性不大,尽管股价已经上涨。

特斯拉还是那个特斯拉,这一点没什么可补充的,不过我们也会讨论它。

Tesla remains Tesla nothing to add on that one but we'll discuss that too.

我们马上从所有汽车股中市值最大的那一个开始,当然就是特斯拉。我长期以来一直看空特斯拉,但股价就是一直涨。没有什么能拦住埃隆·马斯克。

Let's start immediately with the largest market capitalization car stock of them all, which is of course Tesla. Now, I have been a bear on Tesla for ages now, but the stock just keeps going up. Nothing can stop Elon Musk.