02/02/2025, 09:16 AM UTC
特斯拉：无安全边际Tesla: No Safety Margin
1. 特斯拉第四季度财报表现不及预期；2. 尽管交付和生产增长稳健，但股价仍然高估；3. 比亚迪在全球纯电动汽车交付量上超过了特斯拉，并且毛利率表现更佳；4. 电动汽车普及速度放缓的潜在风险对特斯拉雄心勃勃的交付目标构成重大挑战；5. 特斯拉的业绩报告混合且估值过高，使其成为一个不具吸引力的投资对象。1. Tesla reported weaker-than-expected earnings for the fourth quarter; 2. Despite solid deliveries and production growth, the stock remains overvalued; 3. BYD surpassed Tesla in global BEV deliveries and has a stronger gross margin profile; 4. The potential slowdown in EV adoption poses a significant risk to Tesla's ambitious delivery targets; 5. Tesla's mixed earnings report and high valuation make it an unattractive investment.---
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