02/17/2025, 07:32 AM UTC
法拉利:2025年投资论点Ferrari: The 2025 Investment Thesis
1、法拉利以强劲的业绩结束了2024年,超出预期,并为2025年提供了积极的展望;2、公司的商业模式由品牌吸引力和稀缺性驱动,执行一致,需求/供应比有利;3、2025年,法拉利预计将因新车型和非汽车业务板块的增长而实现更高的增长,包括电动汽车的推出和刘易斯·汉密尔顿的第一个赛季等关键催化剂。1. Ferrari ended 2024 with strong results, exceeding expectations and providing a positive outlook for 2025; 2. The company's business model is driven by brand desirability and scarcity, with consistent execution and favorable demand/supply ratios; 3. For 2025, Ferrari is expected to achieve higher growth due to new models and non-car segments, including key catalysts like the EV launch and Lewis Hamilton's first year.---
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