tesla神話破滅 資金將流到中小型 - 股票
By Christine
at 2021-03-06T19:14
at 2021-03-06T19:14
Table of Contents
Tesla 最大的問題是護城河實在太弱了
他不像T S M
對手至少第二名都落後五年以上
Tesla目前還看不到很明顯的科技上的優勢
自動駕駛也還好 這點Google陣營會跟其他車廠合作解決這些事情而且還會做得更好
Apple我相信也很強
那就電池來說
為電網建立起來之後 基本上每個車廠的續航力都超過500公里 快充的技術大家也都有 不需要用到這麼好的電池
他的問題在於市值太高 他的理想是只是在T S M的3分之一
就算估值過高 tsm的一半也夠嗆
所以尋求科技的資金就機構的立場來說不會再投入這麼積極
取而代之的是 中小型有科技含量有綁專利的公司
也就是說機構在這些巨頭還沒有併購之前就會想先進入埋伏
大家要去了解國外機構的想法
並不是這邊鄉民在那邊無腦多這麼簡單一件事情
Ark做的事情其實只是一個開端
接下來所有的機構都會做得比他更細膩
Ark幾乎不碰$15以下的
就那幾隻大家都數的出來
所以未來的機構寧可冒著高風險去買入低市值有專利的公司
因為風險遠遠小於報酬
而現在的特斯拉是風險大於報酬
這很合理的事情
Fanng AMD 這個系列我絕對不會碰今年沒搞頭
Tsm 真正爆發的重要性是在今年的下半年
今年最有話語權的並不是特斯拉這種公司
TSM moderna 還有一些做基因的公司 癌症藥物
SaaS 我只看好雲端防毒的東西 因為今年的資訊安全比重會非常高 今年也就是駭客最活躍的一年
記住我說的這句話
還有傳統車廠Toyota ford今年都會不錯
特斯拉很多客人會跑過去
Tesla以後的重心會跑到太空通訊
電動車要開始衝獨佔市場進入寡占在走到完全競爭
這個過程會讓特斯拉的粉絲非常痛苦
大概是這樣
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Sent from JPTT on my iPhone
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