EPISODE · Jul 14, 2026 · 9 MIN
比亚迪估值逻辑重构！深度解析比亚迪的科技属性与市场偏见
from AI解研说
同样是造车，特斯拉被炒成万亿科技股，比亚迪却被死死按在传统车企估值！真实数据打脸：比亚迪研发投入、授权专利数量、硬核技术储备全面碾压特斯拉。特斯拉七成收入靠卖车、FSD 营收微乎其微，却坐拥科技高估值；而手握自研芯片、车规半导体、储能、超级快充的比亚迪，长期被市场低估。本期深度拆解巨大估值鸿沟背后的真相：比亚迪早已不是车企，下一轮估值重估即将到来！
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比亚迪估值逻辑重构！深度解析比亚迪的科技属性与市场偏见
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