【γTimeb^o^b伽瑪時代EP20】Tesla Robotaxi 🚖：串起總經、產業與個股的投資視角 20250826Tue(20250828Thu補)

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【γTimeb^o^b伽瑪時代EP20】Tesla Robotaxi 🚖：串起總經、產業與個股的投資視角 20250826Tue(20250828Thu補) #特斯拉、#Tesla、#自動駕駛計程車、#Robotaxi、#Alphabet、#Waymo 【節目連結】 Apple Podcast： https://podcasts.apple.com/tw/podcast/%CE%B3timeb-o-b%E4%BC%BD%E7%91%AA%E6%99%82%E4%BB%A3/id1728305944 YouTube： https://youtube.com/@rGammaTime?si=0nJ3KLz-QNS46RYo Spotify： https://open.spotify.com/show/3tKksp91xaE41ofbxZ3tFS KKBOX： https://kkbox.fm/0t0IBi 【本集內容】 🎙成長動能 🔖營收結構 🔖結構性獲利能力Ｉ：毛利率、營業利益率、淨利率 🔖結構性獲利能力ＩＩ：營收與盈餘年複合成長率CAGR 🎙市場規模 🔖全球消費 🔖Robotaxi 🔖交通運輸 🎙同業競爭 🔖Alphabet：Waymo 🔖Tesla：Cybercab 🔖每股估值貢獻投資的本質，就是跟隨一流企業成長📊，讓全世界一流的企業為自己幹活！【參考資料】 🔗 【延伸內容】 🔗 【聲明啟事】 ⑴文章及案例純為學習心得及經驗分享，不負任何買賣及推介建議，請獨斷慎思風險。 ⑵沒有任何社群軟體群組，不會主動邀約，請慎防詐騙。 ⑶如有誤解、誤繕之處，歡迎指正及交流，請謹守禮節，嚴禁不當言論、謾罵及人身攻擊，敬請配合，謝謝🙏 【更新頻率】每月更新：預定［每月最後一個星期二］更新🌟 【同步發布】本文同步發表在方格子vocus、狄卡Dcard： 🏁方格子vocus🔗(連結如下或放留言) https://vocus.cc/article/68b03a2efd8978000130f8d8 🃏狄卡Dcard🔗(連結如下或放留言) https://www.dcard.tw/f/money/p/259649856 #γTimebob γTimeb^o^b -- Hosting provided by SoundOn

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【γTimeb^o^b伽瑪時代EP20】Tesla Robotaxi 🚖：串起總經、產業與個股的投資視角 20250826Tue(20250828Thu補)

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