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TSLA 近 2 万亿美元的估值已计入过度乐观情绪，限制了上行空间并抬高了风险。
这就是我在 SpaceX 或 Tesla 这类公司身上看到的情况。股价中已经计入了大量热情。当然，这些都是拥有巨大潜力的优秀公司，但它们的估值已经接近 2 万亿美元，因此股价中已经包含了大量的希望和兴奋情绪，这减少了投资者的收益，而风险却在不断增加。
This is what I see with companies like SpaceX or Tesla . There is a lot of enthusiasm already factored into the stock price. Of course, these are great companies with enormous potential, but their valuations are already approaching $2 trillion, and therefore they already incorporate a lot of hope and excitement into the share price, reducing the gains for investors while the risks keep increasing .