“大空头” 伯里矛头转向特斯拉！直指 “荒谬高估”，点名马斯克天价薪酬稀释股权

Core Viewpoint - Michael Burry criticizes Tesla's valuation as "absurdly overvalued" and highlights concerns over stock dilution due to stock compensation plans and lack of buybacks [1] Group 1: Michael Burry's Critique - Burry points out that Tesla dilutes its shares by 3.6% annually through new stock issuance without conducting buybacks [1] - He expresses skepticism about Tesla's strategic shifts, mocking the company's transitions from electric vehicles to autonomous driving and now to robotics, suggesting that competition will undermine these ventures [1] - Burry has not disclosed any positions in Tesla stock but has established significant short positions in Nvidia and Palantir through put options [1] Group 2: Market Reactions and Performance - Despite Burry's warnings, Wall Street analysts are increasingly optimistic about Tesla, with Melius Research labeling it a "must-have" stock due to advancements in autonomous driving and chip manufacturing [3] - Stifel raised its price target for Tesla, reaffirming a "buy" rating based on the company's advantages in full self-driving (FSD) and robotaxi services [3] - Tesla's November sales data reveals a significant decline in major European markets, with sales dropping 58% in France, 49% in Denmark, and 59% in Sweden, indicating ongoing weakness [3] - Conversely, Norway's sales surged by 175% in November, setting a new annual sales record, driven by consumer anticipation of future electric vehicle tax incentives [3]