Tesla(US:TSLA) 大鱼聊电动·2025-12-18 04:50Market Sentiment & Analyst Opinions - Some prominent investors, like Gary Black, sold Tesla shares at $358 due to high valuation (P/E ratio of 188), with a price target of $310, but the stock price subsequently increased [1] - Another investor, Fred Lambert, sold Tesla shares at $230 due to disagreements with Musk, missing out on substantial gains as the stock price doubled [1] - The report suggests that some investors may be swayed by short-term fluctuations and emotions, potentially missing long-term growth opportunities with Tesla [1] Tesla's Potential & Investment Strategy - The report emphasizes that investing in Tesla is a long-term bet on future developments like Full Self-Driving (FSD), Robotaxi, and Optimus, rather than focusing on short-term vehicle delivery numbers [1] - The core belief is that these future technologies will fundamentally reshape Tesla's business and justify its valuation [1] Risks & Challenges - The report acknowledges potential short-term challenges for Tesla, including declining deliveries, increased competition, and high valuation, which could lead to stock price volatility [1]