谁能给我普及下Tesla和电车为什么涨成这样

纯电动车肯定是趋势的，虽然发电也有碳排放，但是要烧油也要聚在一个地方烧才好管理啊，路上跑的每一个燃油车都是个小锅炉

l445250779 发表于 2021-01-07 18:58:10
首先从大方向上，美联储不断放水，每个月印几百亿的美元，这些钱最后都流入了股市。其次是从政治上，中国是所以要大力发展新能源，是因为可以打破美元石油垄断。美国人之所以不用干什么就可以这么富，是因为全世界的

"I've always said the easier thing to do is figure out who loses. And what you really should have done in 1905 or so, when you saw what was going to happen with the auto is you should have gone short horses. There were 20 million horses in 1900 and there's about 4 million horses now. So it's easy to figure out the losers, you know the loser is the horse. But the winner was the auto overall. But 2000 companies just about failed, a few merged out and so on.
There were three auto companies in the Dow Industrials in the 1920s and 30s: Studebaker, Nash-Kelvinator, and Hudson Motor. Now those names are all familiar to me, and maybe some of them are familiar to you, but they're not making any cars. They didn't make money. And yet at one time they were in the Dow 30, they were the aristocrats of American business. And they got creamed. So, figuring out the economic characteristics of the winners in a wonderful business is not easy."

l445250779 发表于 2021-01-07 18:58:10
首先从大方向上，美联储不断放水，每个月印几百亿的美元，这些钱最后都流入了股市。其次是从政治上，中国是所以要大力发展新能源，是因为可以打破美元石油垄断。美国人之所以不用干什么就可以这么富，是因为全世界的

前面我都同意，但是你这个马车比喻就有点优秀了。
拿马车和汽车比就像拿汽车和飞机比
燃油车和电动车的差别可不是汽车和飞机的区别。

要把Tesla 想成一个tech 公司，一个受追捧的tech产品/公司必定会有一波或很多波狂热的粉丝在背后疯狂支持, 更何况马斯克是CEO。现在Tesla的一系列问题都是很多tech公司的通病。你觉得买Tesla股票的人都在意Tesla真正的financial statement么？另外我也认为不能把电车和汽车拿马车和汽车比，但是电车毫无疑问是未来的趋势。

同不懂。。。

可以听听今天Chamath的采访
https://www.youtube.com/watch?v= ... nnel=CNBCTelevision
尽管答不上来lz的问题 但基于中长线投资下 tsla的大方向就是很让我信服 确实是Disruptive innovation的最好诠释
当然这也是基于我对elon和chamath的信仰 :D

Jeromestein 发表于 2021-1-8 13:19
因为按照musk的构想，特斯拉颠覆整个汽车行业。到时候一辆老头乐特斯拉<5w rmb，全世界几十亿人都开特斯 ...

因为按照中本聪的构想，数字货币颠覆整个主权货币。到时候一个比特币>100w rmb，全世界几十亿人都花比特币。
这个场景你能想象吗？
超市商场里结账的都是比特币。
区块链+互联网+金融，如果真的构想实现超越美元人民币只是时间问题。