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?》
$MBGYY看跌
由于在新技术上资本开支过高，梅赛德斯缺乏护城河；当前7%的股息率风险较高，且在低迷期可能被下调。
同样，梅赛德斯，
Similarly, Mercedes,
那么，欧洲公司凭借 7% 的股息率会更好吗？首先我要说，在这一点上我同意特朗普。这是梅赛德斯的债券概览。看看他们随着时间推移所发行的票息价格。平均下来会是多少？1%。而且有很多更早的债券是 01。
所以，这太疯狂了。欧洲的补贴，然后你有融资部门以几乎零成本从欧洲央行拿钱，再以 4% 卖出去，就这样把车卖出去，这太疯狂了。
Now, are European better with 7% dividend yields? Let me first say that I agree with Trump on this. This is the bonds overview from Mercedes. Look at the coupon prices that they have issued that over time.
On average, what would that be? 1%. And there are many older bonds at 01. So, this is crazy. European subsidies where then you have the financing arms that take money from the ECB at practically zero charge 4% and sell their cars like that which is crazy.
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