Toyota delivered an average of 2.6 million vehicles per quarter, while Tesla only delivered 300,000 vehicles per quarter, even $Great Wall Motor (601633.SH)$ No one can compare to 320,000
As for imagination, electric cars are not a requirement for basically anything. To take the simplest example, autonomous driving looks at the faces of CVs, chips, and algorithms. If the algorithm is mature, oil trucks can also drive autonomously
I understand that new energy is a political tool to break the hegemony of the US dollar, but I really don't understand Tesla's rise and fall like this
I also understand the growth rate. The current situation is that the average middle class household in the world has one car, and it won't be scrapped within five years. I personally don't feel that the remaining incremental markets can support this market capitalization
Who can match gross margin $Apple (AAPL.US)$ what? Apple only reached a market value of 1 trillion dollars in 2020. Let's recall the situation of people around us. In 2012, it was popular to sell kidneys to buy iPhones, and white-collar workers got an iPhone in 2020. The iPad stock is even more invincible. What about Tesla?
$Tesla (TSLA.US)$