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觀點:特斯拉股價政治化的“Meme 化”不合邏輯

2024-11-13 22:32:17

ChainCatcher 消息,据 Fortune 報導,特朗普勝選後,特斯拉股價已上漲 31%,市值暴增 2500 億美元。這驚人的漲幅促使部分華爾街人士發出警告,因為特斯拉當前的股價已經比分析師平均目標價高出 28%,為 2021 年疫情後科技股暴漲狂潮以來的最高水平。截至本週二收盤,特斯拉的市盈率高達未來收益的 104 倍,遠高於傳統汽車製造商的中位數倍數和"7 大科技巨頭"32 倍的平均水平。

50 Park Investments 創始人兼首席執行官亞當·薩爾罕(Adam Sarhan)表示,他對特斯拉的長期前景仍然持樂觀態度,但他仍指出,"特朗普勝選後,市場對特斯拉的反應是爆炸性的,儘管特朗普政府的確可能帶來一些利好,但目前的漲幅在短期內看起來有些過熱。"
"這輪上漲看起來難以維持,即便你相信該股的長期增長故事,"Aptus Capital Advisors 的投資組合經理、特斯拉的長期投資者戴維·瓦格納(David Wagner)說道,"特斯拉股價的這種政治化的'Meme 化'不合邏輯。"

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