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谢嘉琪 Jiaqi (@XieJackie) “现在特斯拉的处境和2017-18年生产地狱无法比的。那时是每周达不到5000辆Model 3。公司” — TopicDigg

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谢嘉琪 Jiaqi
@XieJackie
软件工程师 特斯拉股票深度研究 吃透马斯克言论,预判股价走向
加入 May 2012
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现在特斯拉的处境和2017-18年生产地狱无法比的。那时是每周达不到5000辆Model 3。公司就可能倒闭。但是实际情况非常惨,生产线卡死,零部件短缺。马斯克亲自住进工厂,24/7督战。熬过去后股价翻了好快20倍。 现在特斯拉手握400多亿现金,坐拥自己的算力中心,手握最大数据,怕别人追上吗?
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Tesla stock was basically flat from 2013 to 2019. $TSLA has always been a stock that makes most of its gains in short periods of time, and then stays relatively flat for a long periods of time. Some people aren't cut out for that. In general, people focus too much on stock prices. Real pain was being all-in on Tesla stock in 2017/2018 and not knowing if the company would survive, while seeing constant short seller attacks and FUD. Or seeing the stock drop 75% from its peak in late 2021 to $101/share in early 2023. While $TSLA is 24% off its all-time high right now, it doesn't even come close to one the all-time biggest drawdown. With robotaxis and humanoid robots in the pipeline, I'm certainly not bearish. These things might be taking longer to play out than initially expected, but they both have the potential to change the world. Hopefully we get a good progress report on the Q2 earnings call.
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