Elom新
--
Tesla's valuation is actually supported by imagination, not real performance.
Why is the valuation so high?
Everyone is buying into Musk's 'genius halo.'
The market has already given a full score to the leading position in autonomous driving.
The robotics sector hasn't even shown its face yet, but a premium has already been granted.
With a strong relationship with Trump, there is a layer of policy imagination.
Without Tesla, there would be no electric vehicle boom today—many people really believe this.
The problem lies here:
Musk is impressive, but for long-term investments, it's best to choose a model that can run regardless of who is at the helm.
Leading in autonomous driving? Let's not rush. Huawei, Xiaomi, BYD, and Toyota are all eyeing this piece of meat. Think about smartphones, aside from Apple, who else dares to say they are 'far ahead'?
Is there a large demand for humanoid robots? It's hard to say. Currently, aside from smartphones, other high-tech hardware struggles to become a necessity in people's lives.
Political benefits can come quickly but also fade quickly. With the stock price dropping like this, a lot of excess has already been squeezed out, but has it been completely squeezed out? Hard to say.
Faith is one thing, but spending real money requires calm.
Perhaps the above judgments are all wrong, but I prefer businesses with high certainty—so I continue to invest in Pinduoduo, steadily.
Why is the valuation so high?
Everyone is buying into Musk's 'genius halo.'
The market has already given a full score to the leading position in autonomous driving.
The robotics sector hasn't even shown its face yet, but a premium has already been granted.
With a strong relationship with Trump, there is a layer of policy imagination.
Without Tesla, there would be no electric vehicle boom today—many people really believe this.
The problem lies here:
Musk is impressive, but for long-term investments, it's best to choose a model that can run regardless of who is at the helm.
Leading in autonomous driving? Let's not rush. Huawei, Xiaomi, BYD, and Toyota are all eyeing this piece of meat. Think about smartphones, aside from Apple, who else dares to say they are 'far ahead'?
Is there a large demand for humanoid robots? It's hard to say. Currently, aside from smartphones, other high-tech hardware struggles to become a necessity in people's lives.
Political benefits can come quickly but also fade quickly. With the stock price dropping like this, a lot of excess has already been squeezed out, but has it been completely squeezed out? Hard to say.
Faith is one thing, but spending real money requires calm.
Perhaps the above judgments are all wrong, but I prefer businesses with high certainty—so I continue to invest in Pinduoduo, steadily.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.