Core Viewpoint - The founder of Bubugao, Duan Yongping, expresses a mixed view on Elon Musk, acknowledging the impressive nature of Tesla's products while maintaining a personal dislike for Musk's character. He emphasizes that investing in Tesla is largely speculative, based on "market dream rate" rather than solid fundamentals [1]. Group 1 - Duan Yongping has not changed his negative opinion about Musk, stating that he still dislikes certain aspects of him [1]. - The investment perspective on Tesla is primarily driven by speculation, with Duan referring to it as relying on "market dream rate" [1]. - Despite his reservations about Musk, Duan acknowledges the impressive achievements of Tesla, including FSD, Starlink, and rocket recovery, which he initially doubted but now recognizes as real accomplishments [1]. Group 2 - Duan has recently found Tesla's FSD to be useful and has no discomfort driving the Model Y, indicating a shift towards acceptance of Tesla's products [1]. - In a previous interview, Duan stated that he does not wish to be friends with Musk, highlighting a personal boundary despite the potential financial benefits [1].
段永平:投资特斯拉基本看“市梦率”