ZnWC OP bullbearnme : Someone may say the projected GDP is biased as it is different from China official forecast. Gao (economist at SDIC security and based in China) also projected a similar GDP figure based on his analysis data.
Due to strict censorship in China, it is difficult to find other opposing voices. I have provided a YouTube video link which explained in clarity on how Gao used analysis data to point out the official GDP is not accurate.
- YouTube

ZnWC OP 102582901 : I think you didn't read point #1 about the purpose of this article. Neither have you read point #8 carefully.
I know you want the stock to go down badly. By suggesting this is about ignoring safety will not help.

ZnWC OP HSC_hipot : Even if Tesla delivery could not exceed 515,00 units, the number will be close.
If the Chinese government cancels the EV subsidy and incentive, many Chinese EV brands will collapse. The two largest brands, BYD and Tesla may survive but the economy will suffer.

ZnWC OP HSC_hipot : If the Chinese government really cancels the EV subsidy and incentive of one brand (which is unlikely), the people, the provincial government and ultimately the economy will suffer - less foreign investment and jobs for the people.
The country targeted will also retaliate by cancelling subsidy of Chinese brands or worse imposed higher tariffs on Chinese exported goods. I think the Chinese government is wise and sensible not to impose discriminating policy on one brand or one country.
China's Xi says he support Tesla's development in the country
https://www.moomoo.com/community/feed/111423773409294?share_code=00UM8d

ZnWC OP HSC_hipot : Chinese EVs are exporting to Mexico and Canada and selling their products to the US. They are also planning to produce cars in these countries (using Chinese batteries) and sell them in the US. The tariff imposing on Canada and Mexico is to stop this loophole.
Trump vows an additional 10% tariff on China, 25% tariffs on Canada and Mexico

ZnWC OP HSC_hipot : If not due to Trump threaten to impose tariffs on Canada and Mexico during the presidential campaign, BYD has already started building a factory in Mexico. If you think what the media reported is not true feel free to share your source of information with a post. I think I have share enough information.
BYD and other Chinese manufacturers may lose subsidies in Mexico
https://www.moomoo.com/community/feed/112382559125510?share_code=011meX
BYD plans to enter Canada’s auto market amid talks of tariffs on China EV imports
https://www.moomoo.com/community/feed/112882317918214?share_code=01hN9q

ZnWC OP 七爷 : Your personal risk tolerance and overall investment goals are also important to consider. A high PE ratio might indicate growth potential, appealing to some investors, but could be seen as overly speculative by others with different risk appetites.
We have different risk levels.  Others with higher risk appetite will think Tesla is a Tech company.

ZnWC OP DoRaeMi : The sources of information for this post are not from Yahoo, Reuters or Bloomberg. And my posts are balanced with views from the media which are less hostile to Tesla. But I encourage you to read both the negative and positive views.
In short, this post looks at the PE ratio of Tesla as a car maker and a tech company. It also includes forward PE, PEG and analysis from a prominent investor, Gary Black.
I shared Gary Black's view about Tesla because he has been under fire for trimming his Tesla's stake in November. His analysis can be considered more neutral and worth taking into consideration.

ZnWC OP 晴瓦林 : You are correct from your perspective because we have different risk management. This post is looking at the various metrics on how to find a fair value of Tesla.
What's a Fair Valuation for Tesla (TSLA) Today?
https://www.moomoo.com/community/feed/113699686121478?share_code=01KVZv

ZnWC OP blue fin : Xpeng is still making car at a loss.
BYD and Tesla are in profit. Nio and Xpeng are still making losses.
https://www.moomoo.com/community/feed/112463950053382?share_code=0105Cc