Value Investing with Sven Carlin, Ph.D.发布 2026-09-16
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
$BYDDY看跌
由于增长停滞且潜在衰退带来较高下行风险，比亚迪缺乏可持续的长期投资逻辑。
比亚迪曾经火爆，现在有点停滞了。
BYD boomed now is stalling a little bit.
我们来看比亚迪。它曾经什么都不是。然后它火爆起来，现在它在那里稳定下来了。智能泊车的全损保障。他们正在推出自己的自动驾驶。销量一直在增长，稍微停滞了一点，但这也许是他们演示中的关键。
汽车如何不再是汽车。汽车现在是芯片，而汽车公司自己在做芯片。非常有意思。
We go to BYD. It was nothing. Then it boomed and now it's stabilized there. Full damage coverage for intelligent parking. They are launching their autonomous drive. Sales have been growing. stalled a little bit, but this is perhaps the key from their presentation.
How cars are not cars anymore. Cars are chips now and car companies doing their own chips. Very interesting.