观点特斯拉

Tesla is not a car company but it does a good impersonation
Lex专栏:特斯拉算是汽车制造商吗?

Although its vehicles are yielding more profit, most of the $750bn carmaker’s value hangs on things that are yet to exist
仔细分析特斯拉的7500亿美元估值,就会发现汽车只占一小部分,另有很大一部分是对马斯克想象力的“投资”。

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)不断上升的盈利能力,使其在汽车制造商中脱颖而出。大众汽车(Volkswagen)和斯特兰蒂斯(Stellantis)等竞争对手近期纷纷警告称,需求减弱和成本上升对其造成挤压。通用汽车(General Motors)的电动汽车业务仍处于亏损状态。但还有一点让特斯拉与众不同:与同行相比,它几乎算不上一家汽车制造商。

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