Recently, foreign analyst Gene Munster said: "Tesla's valuation should not be benchmarked by traditional car manufacturers, because it can be "misleading"
Gene Munster said on CNBC: "It's misleading to use traditional cars as a benchmark for evaluating Tesla, and it's in the sense of trying to steer people in the wrong direction, and I think Tesla can achieve $400 billion in revenue by 2027."
In fact, Tesla can be seen as a tech company rather than a real car company, even when people talk about its cars, gene Munster later said in an interview that Tesla is essentially a computer on wheels rather than a car, and Tesla has largely changed the way people think about cars because their over-the-air software updates have made the car more like an iPhone than a traditional carriage style.
Gene Munster said Tesla may not feel pressure until companies like Apple get into electric vehicles, because they will not see traditional car companies like General Motors as a threat, but will take technology companies like Apple as opponents, especially when these technology companies enter the automotive industry, then they will redefine and change the auto industry.
Although Apple's car has been in a series of twists and turns, Apple seems to have had many preliminary negotiations with other automakers such as Toyota, and some people speculate that Apple has made some preparations for the development of cars, Gene Munster (Munster) even asserted that Apple may enter the automotive industry in a few years, while Huawei in China has been doing car systems or joint development and the like, but even then no one can be sure that Huawei will give up the big cake of the car. And when Huawei is entangled, Xiaomi has officially entered the auto market and will launch their first car in two years, and Japan's Sony has also turned to electric vehicles, so as competitors in the automotive industry become more and more diverse, we can no longer look at them with old eyes.