特斯拉的汽车收入占总_老虎社区_美港股上老虎

海底的鱼
2025-04-25

特斯拉的汽车收入占总收入的72%，名副其实的擎天柱，汽车销量不行了，大厦将倾，其他收入无法支撑业绩的增长，从毛利率来看，特斯拉和比亚迪汽车业务2024年都是18%，到了2025年一季度，特斯拉的毛利率降到了16%，而比亚迪的毛利率稳步上升。就算有特斯拉自动驾驶和人形机器人新的增长点，扭转也需要一个过程，而市场往往是短视的和现实的，因此中短期，起码是今年，看跌特斯拉

# 彻底闹掰！“特马对撕”之战，你站哪一边？

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