隨著robotaxi的揭露和本周末可能的中國刺激，問題是，已經有多少反映在價格中了 🤔
有什麼想法嗎？
有什麼想法嗎？
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第三季度最大的結果是中國股票潮流的改變。曾經被大多數人不受青睞並避之唯恐不及，但基本面仍在那裡，估值只是不合理。現在刺激措施出台，我們看到更多對中國股票的關注，也許遠離了其他過高估值的市場。金錢流向利潤增長的地方。更多將會來臨，可能會看到短期波動，但在長期內，我們應該會看到可觀的收益。
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目前，與中國及其消費市場有哪怕是微弱聯繫的公司或資產，股價都正在獲得提振。
然而，特斯拉，儘管收到相當大一部分交付來自中國，似乎未收到便條。![]()
讓我們看看即將到來的自駕出租車活動會帶來什麼。![]()
然而，特斯拉，儘管收到相當大一部分交付來自中國，似乎未收到便條。
讓我們看看即將到來的自駕出租車活動會帶來什麼。
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![[捂臉]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "捂臉"){kind=small}
但可能比巴菲特、帕布賴和李錄最近的進場情況要好。
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