$特斯拉 (TSLA.US)按照巴菲特的投资理论,例如安全边际,价格至少腰斩两次才适合入手。但是这种机会估计永远都等不到。目前的价格,包含了对自动驾驶和人形机器人很强的预期,还有已经对马斯克的信任。明年随着廉价车型和自动出租车的落地,股价估计要到 600 以上。如果新版 FSD 能够在中国获批,并且其他电动车商购买特斯拉 FSD 的服务,股价会更高
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