Tesla 市值是 Ford 20 倍，这正常吗？ 难道人们有信心10年后路上的车tesla 比 Ford 多20倍？
不是说，10年后Tesla的车多20倍，而是十年二十年里净收入多20倍。
No difference from Toyota, GM and many other car makers, Tesla is more than a car maker, it's an AI company with FSD, Optimus robot etc. At least Ford has no FSD, Ford has no robot.
But Tesla will likely spin off robot business if it is profitable.
The existing sales Ford 150 is almost twice of the Tesla Y.
GM电车做的更烂。cash flow negative。 不明白为啥股价还不掉。好像机构持股比例特别高。不知道是好是坏。
Tesla 市值是 Ford 20 倍，这正常吗？ 难道人们有信心10年后路上的车tesla 比 Ford 多20倍？
不是说，10年后Tesla的车多20倍，而是十年二十年里净收入多20倍。
No difference from Toyota, GM and many other car makers, Tesla is more than a car maker, it's an AI company with FSD, Optimus robot etc. At least Ford has no FSD, Ford has no robot.
But Tesla will likely spin off robot business if it is profitable.
The existing sales Ford 150 is almost twice of the Tesla Y.
GM电车做的更烂。cash flow negative。 不明白为啥股价还不掉。好像机构持股比例特别高。不知道是好是坏。