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

2026-09-16看跌
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
大众汽车不值得买入;尽管有关税或分拆等短期因素,这家传统车企仍无法竞争。

大众汽车的股票在过去几年里看起来很难看。

Volkswagen stock looks ugly over the last few years.

然后你说市值是 200 亿。其中 75% 来自大众汽车,也就是 150 亿。所以如果大众汽车把保时捷之类的分拆出去,它实际上就只以 300 亿的市值在交易。

Then you say the market cap is 20 billion. 75% of that is from Volkswagen, which means 15 billion. So Volkswagen is practically trading at just 30 billion market cap if they would spin out Porsche or like that.