Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-12 02:22Core Insights - The investor Duan Yongping maintains a consistent view on Tesla, acknowledging Elon Musk's capabilities while expressing personal reservations about his character and business practices [3] - Duan believes that most electric vehicle (EV) businesses will struggle due to minimal differentiation, but Tesla has successfully created a unique product offering [3] - Despite initial enthusiasm for Tesla, Duan's dissatisfaction with the company's service led to a decision to sell his shares, which he now considers a mistake [3] - Regarding the impact of autonomous driving on the automotive industry, Duan suggests that if everyone adopts similar technologies, it may lead to homogenization and average profits across the sector [3] Company Insights - Tesla is recognized for its ability to maintain lower costs due to its limited product range and high volume, which positions it favorably for profitability [3] - The investor expresses a preference for Tesla's Starlink and SpaceX ventures, indicating a belief in their innovative potential [3] Industry Insights - The electric vehicle market is expected to be challenging for most players due to a lack of differentiation among products [3] - The future of autonomous driving may lead to a competitive landscape where companies struggle to achieve significant profit margins due to similar offerings [3]