$Tesla(TSLA.US) The market value is approaching half of the global automotive industry, and the major reshuffle has just begun. If in the future it closely aligns with Lei Jun's prediction, the top five globally will occupy about 80% of the market share, with consumer electronics + the addition of intelligent driving, the competitive landscape will become increasingly stable, and it is highly likely to change Buffett's past advice to avoid investing in industries with wheels. The future automotive industry is unlikely to accommodate so many car brands. $XIAOMI-W(01810.HK)
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