觀點特斯拉

Tesla is not a car company but it does a good impersonation
Lex專欄:特斯拉算是汽車製造商嗎?

Although its vehicles are yielding more profit, most of the $750bn carmaker’s value hangs on things that are yet to exist
仔細分析特斯拉的7500億美元估值,就會發現汽車只佔一小部分,另有很大一部分是對馬斯克想像力的「投資」。

Tesla’s rising profitability sets it apart among carmakers. Rivals such as Volkswagen and Stellantis have warned of a squeeze from weaker demand and rising costs. General Motors’ electric vehicles are still lossmaking. But there is another thing that sets Tesla apart: against its peers, it is barely a carmaker at all.

特斯拉(Tesla)不斷上升的盈利能力,使其在汽車製造商中脫穎而出。福斯汽車(Volkswagen)和斯特蘭蒂斯(Stellantis)等競爭對手近期紛紛警告稱,需求減弱和成本上升對其造成擠壓。通用汽車(General Motors)的電動汽車業務仍處於虧損狀態。但還有一點讓特斯拉與衆不同:與同行相比,它幾乎算不上一家汽車製造商。

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