RACE 全部观点

RACE 这一页 3 条观点条目,其中 0 条方向发生变化。

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《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
$RACE看跌
相对于其基本面,法拉利估值偏高。

Exor的表现没那么糟,因为他们有法拉利在救他们的命,不过就这样吧。

Exor not doing that terrible as they have Ferrari that is saving their behinds but okay

我们继续,我们有法拉利、Exor,现在说法拉利,我六个月前讨论过它,那是我的股票分析,也讨论了Exor。这一点没什么可补充的。在我看来,法拉利相对于它所提供的东西定价太高了。

we continue we have Ferrari exor now Ferrari I discussed it six months ago that's my stock analysis also discuss exor Nothing to add on that. Ferrari is too highly priced for what it offers in my eyes.

Financial Education发布 2026-08-24
《This Stock will make us RICH🤑AF》
$RACE看涨
法拉利是首选汽车制造商,因为其单车利润高(超过10万美元)且富裕客户的需求具有抗衰退性。

但是,如果你告诉我必须去买一家汽车制造商,你猜怎么着?我唯一会去买的就是法拉利。因为法拉利每辆车能赚超过10万美元。这是令人难以置信的利润,对吧?我宁愿选择他们,一个利基玩家,每辆车能赚超过10万美元的利润,而不是通用汽车,它可能只能赚2000美元,或者可能亏损。

或者比亚迪或丰田,可能试图这里赚1000美元,或者大众试图赚900美元,对吧?或者福特,可能某天盈利,第二天又亏损,对吧?或者那些亏损巨大的公司。所以,我对那些不感兴趣。如果你告诉我必须去买一家汽车制造商,我会去买法拉利。

是的,也许他们每年只卖,谁知道呢,1万辆车,或者不管什么数字,但对我来说没问题。我宁愿选择那家做高端市场的公司。他们很可能会有更强大的财务状况。你猜怎么着?他们的客户无论经济如何都会购买东西。

经济好,经济一般,经济差,他们的客户都会来花钱,因为富人总是有钱,对吧?

But, if you told me I had to go buy a an automaker, guess what, man? The only automaker I'd go buy is Ferrari. Cuz Ferrari makes like $100,000 plus on a vehicle. It's an incredible profit, right?

I'd much rather go with them, a niche player that can make $100,000 plus a profit a car, versus GM who could maybe make 2K, or maybe take a loss. A BYD or Toyota that's maybe trying to make $1,000 here and there, or Volkswagen trying to make 900 bucks, right?

Or Ford that might make profit one day and might lose money the next day, right? Or these other companies that lose huge money. So, I'm good on those. If you told me I had to go buy an automaker, I'd go buy, you know, Ferrari.

Yeah, maybe they only sell, who knows, 10,000 cars a year, or whatever number it is, but that's fine with me. I'd rather the company that is dealing with the high end. They're likely going to have be in a much stronger financial position.

Guess what? Their customers their customers are going to buy stuff regardless of the economy. Economy great, economy okay, economy bad, their customers are going to come through and spend money cuz rich people always got money, right?

《Exor NV (EXO): The Massive Discount Continues To Widen》
$RACE未站边
法拉利是一个高品质、有韧性的奢侈品牌,拥有强大的定价能力和完整的增长假设;然而,其当前估值(约36倍市盈率)相对于近期低点(约30倍)仍被认为昂贵,因此现在作为直接投资不如在Luce公告后立即投资那样有吸引力。

在2026年初,我们告诉过你,你可以通过持有意大利控股公司Exer来以50%的折扣购买法拉利。其下的核心资产法拉利又创下了创纪录的季度业绩。而且不仅再次创下纪录季度,他们还预计这将是有史以来最好的一年。

At the beginning of 2026, we told you that you could buy a Ferrari at a 50% discount by owning it through Exer, an Italian holding company. the crown jewel asset underneath, Ferrari, has posted yet another record quarter.

And not only did it post another record quarter, but they're guiding for its best year in history.

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