曾说电动车生意很难做的段永平,买入特斯拉

Group 1 - The core viewpoint is that despite initial skepticism towards Elon Musk and the electric vehicle (EV) business, investment in Tesla is being considered due to its unique market position and potential for profitability [1][2] - The investor, Duan Yongping, acknowledges that while most EV businesses face challenges due to minimal differentiation, Tesla stands out by achieving large-scale production with a limited product range, leading to lower costs and potential profitability [1][2] - Duan Yongping's investment strategy involves selling put options on Tesla, focusing on whether the price will be considered cheap in ten years, indicating a long-term investment perspective [1][2] Group 2 - Duan Yongping's research into Tesla was sparked by a recent speech by Elon Musk, which highlighted the energy-saving benefits of electric vehicles, particularly their charging patterns that utilize off-peak electricity [2] - The investor emphasizes that buying stocks equates to buying companies, and while the concept is simple, the execution is challenging due to the complexity of understanding business models and future cash flows [2] - As of Q3 2025, Duan Yongping's investment firm, H&H International Investment, reported a significant increase in total holdings, reaching approximately $14.679 billion, with a core portfolio including major tech stocks like Apple, Alibaba, Google, Microsoft, and Nvidia [3]

曾说电动车生意很难做的段永平,买入特斯拉 - Reportify