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Q4交付量遜於預期,特斯拉價值幾何?

1月3日,特斯拉一度跌超10%,收跌12.24%。消息面上,公司公佈了2022年Q4生產和交付數據,共生產超43.9萬輛汽車,交付了超過40.5萬輛汽車,遠低於受訪分析師估計的43.1萬輛中位數,受此影響,多家大行下調特斯拉目標價。特斯拉股價在2022年下跌超65%,此次交付數據 Show More
1月3日,特斯拉一度跌超10%,收跌12.24%。消息面上,公司公佈了2022年Q4生產和交付數據,共生產超43.9萬輛汽車,交付了超過40.5萬輛汽車,遠低於受訪分析師估計的43.1萬輛中位數,受此影響,多家大行下調特斯拉目標價。特斯拉股價在2022年下跌超65%,此次交付數據遜於預期,你認為特斯拉還具備投資價值嗎?
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    $Tesla (TSLA.US)$ Many people say they've run out of profit. Let me analyze it for you. The decline in delivery is only the beginning of a corporate decline; there are no special circumstances, it will only get worse and worse; there is no saying that the shortfall has run out at all. Referring to Chinese e-commerce stocks, it is obvious that Chinese e-commerce stocks will always have a population of 1.4 billion as the basic market as long as rents and store rents do not drop, and the difference is not much different. However, TSLA does not have its own basic market at all; it can be driven out of the electric vehicle market by rivals at any time. The defeat in the Chinese market has already been decided. Until established European and American car manufacturers enter the electric vehicle market one after another, TSLA, a company with no heritage and no brand value, will escape the fate of market share being divided. If you're not convinced, you can argue; don't just curse if you have no qualifications.
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