图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍

格隆汇2025-08-01

格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。此外，路透将其股价定为145倍远期市盈率，这一水平通常只适用于早期的软件公司，而不是年产量180万辆的汽车制造商。虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑(同比-3%)的公司，同期英伟达、Meta分别录得...

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精彩评论

大作手杰克
2025-08-02
大作手杰克
汽车这块基本上也就这样了，未来可能还会进一步被压缩。主要是竞争太大卷的太狠，营收很难上去，除非未来在xai以及人形机器人上面寻求增长点，但是这两块卷得更狠，很难从几个大厂里面杀出重围，再加上马斯克被特朗普针对，日子特斯拉总体的日子肯定不好过。个人认为，特斯拉的估值极有可能会继续萎缩。
畜牧教主马斯克
2025-08-01
畜牧教主马斯克
多出来的都是信仰，认为特斯拉一定会成功。

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Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。他认为，Dojo超级计算机、Robotaxi车队以及Optimus人形机器人可能会随着时间的推移，释放出价值1万亿美元的收入流。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801155204972c5454&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。此外，路透将其股价定为145倍远期市盈率，这一水平通常只适用于早期的软件公司，而不是年产量180万辆的汽车制造商。 虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑(同比-3%)的公司，同期英伟达、Meta分别录得...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801155204972c5454&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SNVD.UK":"LS -1X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) 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THEMATIC OPPORTUNITIES \"A\" (USD) ACC","NVDA":"英伟达","LU1861558580.USD":"日兴方舟颠覆性创新基金B","HTZ":"赫兹租车","TSYW.SI":"TESLA 3xLongSG261006","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801155204972c5454&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2556860181","content_text":"格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。此外，路透将其股价定为145倍远期市盈率，这一水平通常只适用于早期的软件公司，而不是年产量180万辆的汽车制造商。 虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑(同比-3%)的公司，同期英伟达、Meta分别录得86%和22%的增长。 另一方面，特斯拉多头、Wedbush分析师Dan Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。他认为，Dojo超级计算机、Robotaxi车队以及Optimus人形机器人可能会随着时间的推移，释放出价值1万亿美元的收入流。","news_type":1,"symbols_score_info":{"NVDD":0.6,"TSLA":1,"NVD2.UK":0.6,"TSLL":1,"NVDU":0.6,"NVDX":0.6,"TSYW.SI":0.6,"HTZ":1,"NVDA":0.9,"2NVD.UK":0.6,"NVDS":0.6,"NVD":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"GM":1,"NVD3.UK":0.6,"NVIW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":463012200817152,"gmtCreate":1754045472042,"gmtModify":1754045473916,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":5,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"htmlText":"多出来的都是信仰，认为特斯拉一定会成功。","listText":"多出来的都是信仰，认为特斯拉一定会成功。","text":"多出来的都是信仰，认为特斯拉一定会成功。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463012200817152","repostId":2556860181,"repostType":2,"repost":{"id":"2556860181","kind":"news","pubTimestamp":1754034331,"share":"https://www.laohu8.com/m/news/2556860181?lang=zh_CN&edition=full","pubTime":"2025-08-01 15:45","market":"us","language":"zh","title":"图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2556860181","media":"格隆汇","summary":"格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑的公司，同期英伟达、Meta分别录得86%和22%的增长。另一方面，特斯拉多头、Wedbush分析师Dan Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。","content":"<html><body><article><p>格隆汇8月1日｜据统计，截至2025年7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的往绩市盈率高达189，约为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的2.4倍，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的4.7倍，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的22.6倍。此外，路透将其股价定为145倍远期市盈率，这一水平通常只适用于早期的软件公司，而不是年产量180万辆的汽车制造商。 虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑(同比-3%)的公司，同期英伟达、Meta分别录得86%和22%的增长。 另一方面，特斯拉多头、Wedbush分析师Dan Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。他认为，Dojo超级计算机、Robotaxi车队以及Optimus人形机器人可能会随着时间的推移，释放出价值1万亿美元的收入流。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n图解｜特斯拉估值之谜：市盈率高达189，约为英伟达的2.4倍、通用汽车的22.6倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801155204972c5454&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月1日｜据统计，截至2025年7月24日，特斯拉的往绩市盈率高达189，约为英伟达的2.4倍，苹果的4.7倍，通用汽车的22.6倍。此外，路透将其股价定为145倍远期市盈率，这一水平通常只适用于早期的软件公司，而不是年产量180万辆的汽车制造商。 虽然特斯拉的市盈率远超部分大型科技股及汽车业同行，但却是唯一一家在过去12个月录得收入下滑(同比-3%)的公司，同期英伟达、Meta分别录得...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801155204972c5454&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SNVD.UK":"LS -1X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) 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Ives认为，特斯拉是“最被低估的人工智能公司”，给出500美元的目标价。他认为，Dojo超级计算机、Robotaxi车队以及Optimus人形机器人可能会随着时间的推移，释放出价值1万亿美元的收入流。","news_type":1,"symbols_score_info":{"NVDD":0.6,"TSLA":1,"NVD2.UK":0.6,"TSLL":1,"NVDU":0.6,"NVDX":0.6,"TSYW.SI":0.6,"HTZ":1,"NVDA":0.9,"2NVD.UK":0.6,"NVDS":0.6,"NVD":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"GM":1,"NVD3.UK":0.6,"NVIW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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