回复@pipee: 技术领先本身就是护城河,但是确实不好量化,10万亿还是5万亿确实不太清楚//@pipee:回复@pipee:$特斯拉(TSLA)$ 今天Jensen首次公开承认特斯拉在FSD的断档领先优势, 引用原话"Tesla is far ahead in self-driving cars," Huang said. "But every single car, someday we will have to have autonomous capability."。特斯拉目前最大的问题还是筹码价格不够美,估算未来现金流也很不容易, $180每股很难说得上有安全边际。