As a result, Musk's net assets increased by $654.38+0003 billion this year, and his net worth reached $654.38+04 billion. It has surpassed Bill Gates, who has been the richest man in the world for many years in a row, to become the second richest man in the world, second only to Bezos of Amazon, with a wealth value of $654.38+087 billion.
It may be incredible that billionaires like Bill Gates, Bezos and Buffett have been in business for many years. Musk's worth of $654.38+04 billion has accumulated more than $654.38+00 billion this year, which is as annoying as playing games with plug-ins. Just in June this year, 65438+ 10, he was ranked 35th, and he really made a fortune overnight.
Tesla's bear is welcoming the coldest winter. Perhaps this situation will develop for a while, and Tesla's $69.42 "short bear" can't afford it.
No wonder this wave is short-sighted. It is really amazing in the recent world, but any enterprise that touches the word "new energy" is rising. Among several typical new energy automobile companies in the new energy automobile stock market, Weilai, Tucki and Ideality beat Daimler, Honda and Ford respectively, ranking among the 15 automobile companies with the highest market value in the world.
Since Ideality landed on Nasdaq on July 30th this year, its share price has increased by more than 160%. Tucki, which was listed on August 27, has increased by 240%; Weilai, the earliest listed company, rose more than 650% in five months.
Last week, Guangzhou Auto Show Media Day, GAC New Energy announced that it had changed its name to GAC Aian, paving the way for its independence. On that day, Guangzhou Automobile Group closed at the daily limit, and its share price rose by 10.05438+0%. This week, SAIC announced the establishment of a "smart car", and SAIC Group also suffered the same good news.
From this perspective, the capital market is the real thing. The market value of the stock is not equal to the product value, that is to say, the present value also includes the part expected in the future, which leaves people with a beautiful imagination space, and how big this space can be depends on how bold the imagination can be.
In the last complete sales year, Tesla sold about 367,500 vehicles, only 3.4% of Toyota's 65,438+00,740 vehicles, which shows how much imagination Tesla has in the future.
Even Akio Toyoda couldn't help leaving the court to strangle Tesla himself. "Tesla is a restaurant that is still promoting novel recipes. Toyota is more like a restaurant that already has a large number of customers. Tesla believes that their recipes will become the standard of the future, but Toyota has a real kitchen and a real chef. "
Moreover, the sales scale of three golden flowers in China is not the same. During the period from 1 to 1 this year, the cumulative coverage of Weilai, Tucki and Ideal were 3 1 0,000, 22,000, 1 0,000 respectively, which was insufficient 1.
Many people who are good at capital market routines like to use smart phones to subvert Nokia to tell everyone that you have been abandoned by the times. In the future, as long as Tesla's car market share is 65,438+00%, the annual revenue from selling driverless software can reach 80 billion US dollars. After deducting R&D expenses, the profit is higher than that of apple now.
But in fact, in today's era of subversion and change, traditional car companies have not stopped, their technical reserves are still not to be underestimated, and they like to stage the drama of counterattack and round-up. Buffett said that a truly great enterprise must have a "moat" to resist competitors and protect itself from the high return on capital.
On the contrary, Ren is a "chicken thief" in this respect. He doesn't compete in vehicles, but he also focuses on the high-profit business of automotive software, while avoiding the low-profit but highly competitive vehicle business.
Huawei's independent booth appears at the auto show, which always seems to imply that it wants to build a car, which is why such news often comes out. Just this Wednesday, it was reported that it would be listed at the end of the year. This new car is made in cooperation with Chang 'an. The designer is the original Porsche chief designer and is positioned as a cross-border SUV. The price is 200,000 ~ 400,000, which can realize L4 automatic driving.
The story has a nose and eyes, which almost makes people believe it. However, in the afternoon, the voice community of Huawei's internal website released an internal document of "Resolution on the Management of Smart Auto Parts Business", reiterating that Huawei does not make complete vehicles, but focuses on ICT technology and becomes an incremental parts provider of intelligent networked vehicles to help car companies build good cars.
This document is issued by Ren. At the end of the article, it is particularly emphasized that "whoever makes suggestions and interferes with the company in the future can be transferred from the post and find another post." Neither Huawei, which sees the situation clearly, nor the new car-making forces that have been rushed to the forefront by high valuations can deprive them of their imagination and vivid ideals for the future.
However, there is also an unpretentious saying: you never know which comes first, tomorrow or accident. What is truly powerful still depends on its own strength to realize the valuation premium step by step. I just hope they don't end up with one sentence: all bubbles.
Text/Zheng Wen
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.