BYD股價今年上漲了44％，與特斯拉的37％下降相反。

隨著BYD在全球範圍內迅速擴展，投資者擔心特斯拉酋長埃隆·馬斯克（Elon Musk）在特朗普的政府中的新角色和SpaceX，Starlink，Xai和X的多個商業企業（以前是Twitter）都過於瘦弱。

Investors are concerned that Elon Musk is becoming "stretched too thin" with his new role in Trump's administration and multiple business ventures across SpaceX, Starlink, xAI, and X, formerly Twitter. Most of his business ventures are also facing stiff competition in global markets.

投資者擔心埃隆·馬斯克（Elon Musk）在特朗普的政府中的新角色和SpaceX，Starlink，Xai和X（以前是Twitter）的多個商業企業變得“太瘦”了。他的大多數商業企業也面臨著全球市場的激烈競爭。

After a strong start to the year, investors have largely pulled back from Tesla in 2024. This follows a period of rapid expansion by Chinese EV maker Build Your Dreams (BYD).

經過一年的強勁開端，投資者在2024年從特斯拉（Tesla）大部分退縮。這是在中國電動汽車製造商建立您的夢想（Byd）的一段時間之後。

As BYD rapidly expands globally, investors are worried that Tesla chief Elon Musk is stretched too thin with his new role in Trump’s administration and multiple business ventures across SpaceX, Starlink, xAI, and X, formerly Twitter. Most of his business ventures are also facing stiff competition in global markets.

隨著BYD在全球範圍內迅速擴展，投資者擔心特斯拉酋長埃隆·馬斯克（Elon Musk）在特朗普的政府中的新角色和SpaceX，Starlink，Xai和X的多個商業企業（以前是Twitter）都過於瘦弱。他的大多數商業企業也面臨著全球市場的激烈競爭。

Tesla customers against Musk’s political actions are already boycotting the company and switching to BYD’s electric vehicles. BYD sales reached a record high of 4.3 million cars in 2024, whereas Tesla sales declined by 1% to 1.8 million.

特斯拉的客戶反對馬斯克的政治行動已經抵制公司並改用BYD的電動汽車。 BYD銷售在2024年達到了創紀錄的430萬輛汽車，而特斯拉的銷售額下降了1％，至180萬。

Berkshire Hathaway chair Warren Buffett is an early investor in BYD. In 2008, he bought 225 million company shares for £177.39 million ($230 million), which turned out to be a massively profitable trade.

伯克希爾·海瑟薇（Berkshire Hathaway）主席沃倫·巴菲特（Warren Buffett）是比德（Byd）的早期投資者。 2008年，他以1.7739億英鎊（2.3億美元）的價格購買了2.25億股公司股票，事實證明這是一筆巨大的盈利交易。

Although Buffett offloaded almost half of the holdings in the past two years as the stock price skyrocketed nearly 600% since the first trade, the Oracle of Omaha continues to hold a significant stake in the EV maker.

儘管巴菲特在過去兩年中幾乎卸載了一半的股份，因為自第一批交易以來，股價飆升了近600％，但奧馬哈的甲骨文仍然在電動汽車製造商中持有大量股份。

While Tesla's value has markedly dropped since December 2024, BYD shares recently reached a high after the company claimed to charge its EVs in as much time as it takes to fill a car with petrol.

自2024年12月以來，特斯拉的價值顯著下降，但在該公司聲稱在用汽油填充汽油的汽車時，BYD股票最近達到了最高水平。

'Tesla's Chinese rival BYD is surpassing its competitor with a new fast-charging technology,' says CMC Markets' Jochen Stanzl.

CMC Markets的Jochen Stanzl說：“特斯拉的中國競爭對手Byd正在使用新的快速收費技術超越其競爭對手。”

While only half of the market analysts covering Tesla stock have a ‘buy’ rating, 90% of the 30 analysts covering BYD maintain a ‘buy’ rating on the stock.

儘管只有一半的市場分析師涵蓋特斯拉股票的評級為“買入”，但涵蓋Byd的30位分析師中有90％維持對該股票的“買入”評級。

BYD is listed in Hong Kong but can be purchased in US and UK markets through certain brokerages. Investors can also explore investment funds that hold BYD, including the London-listed Baillie Gifford China Growth Trust.

比德在香港列出，但可以通過某些經紀公司在美國和英國市場購買。投資者還可以探索持有BYD的投資基金，包括倫敦上市的Baillie Gifford中國增長信託基金。

However, Wedbush's Dan Ives, a renowned analyst, still maintains the view that Tesla will come out on top.

但是，著名的分析師Wedbush的丹·艾夫斯（Dan Ives）仍然堅持認為特斯拉將排在首位。

'BYD has gained market share versus Tesla, but over the long-term, Tesla will win the autonomous and robotics global market. Tesla has the scale and scope that is unmatched and there is only one Musk,' he noted.

'Byd與特斯拉相比已獲得市場份額，但從長遠來看，特斯拉將贏得自主和機器人的全球市場。特斯拉的規模和範圍是無與倫比的，只有一塊麝香。

Tesla share prices have faced immense selling pressure since mid-December 2024. This development has wiped out £600 billion ($777.91 billion) of company value and £120 billion ($155.58 billion) of Musk’s net worth.

自2024年12月中旬以來，特斯拉股價已經面臨著巨大的銷售壓力。這一開發已經消除了6000億英鎊（7779.1億美元）的公司價值和1200億英鎊（155.8億美元）的Musk淨資產。

In the past three months, hedge funds with short positions against Tesla have made an estimated £12.5 billion ($16.20 billion) in profits.

在過去的三個月中，針對特斯拉職位短缺的對沖基金估計獲得了125億英鎊（1,620億美元）的利潤。

Tesla faces competition beyond BYD, including from companies like Xiaomi and China’s Li Auto. Most analysts covering Xiaomi and Li Auto have a ‘buy rating on the stocks.

特斯拉（Tesla）面臨比德（Byd）以外的競爭，包括小米和中國李汽車（Li Auto）等公司。涵蓋小米和李自動的大多數分析師對股票的買入評級。

Orgueil Capital's Stephen Roberts thinks BYD shares are much cheaper than Tesla's. 'The only way in which Tesla has the lead on them is probably fully autonomous driving,' he said.

Orgueil Capital的Stephen Roberts認為Byd的股票比特斯拉便宜得多。他說：“特斯拉領導他們的唯一途徑可能是完全自主的駕駛。”

'It's becoming increasingly evident that China is making substantial strides in disrupting established players in the EV market, including industry leaders like Tesla.'

“越來越明顯的是，中國在破壞包括特斯拉這樣的行業領導者在內的電動汽車市場中的既定參與者都取得了長足的進步。”

UBS Joseph Spak's early March research note, predicting a 5% drop in Tesla's global sales in 2025, added to the selling pressure. The forecast, against 10% growth expectations, sent Tesla share prices down by 15% in one day.

瑞銀約瑟夫·斯帕克（UBS Joseph Spak）的3月初研究報告預測，特斯拉在2025年的全球銷售量下降了5％，這增加了銷售壓力。預測以10％的增長預期，特斯拉的股價在一天之內下跌了15％。