Tesla(US:TSLA) 大鱼聊电动·2025-09-18 10:34Valuation & Market Perception - Tesla is labeled as a meme stock due to its high P/E ratio exceeding 200x, compared to Apple and Nvidia around 30x, which some perceive as a bubble [1] - The report argues against valuing Tesla solely as a car company, advocating for recognition of its potential in disrupting global energy and labor markets [1] - The report criticizes traditional fundamental analysis as being backward-looking and failing to account for Tesla's future potential [1] Technological Innovation & Future Growth - The report emphasizes the importance of understanding the data and competitive advantage (moat) of Full Self-Driving (FSD) [1] - The report highlights the potential value of Optimus robots [1] Investment Strategy - The report suggests that investors who view Tesla as a meme stock are underestimating its future potential and innovative technologies [1] - The report advocates for a forward-looking investment approach based on insights into the future rather than relying solely on historical financial data [1]