Le média Gold Finance rapporte que Dan Levy, analyste principal chez Barclays, a publié un nouveau rapport de recherche, soulignant que bien que les résultats trimestriels de TSL ne soient pas bons, les investisseurs semblent relativement tolérants envers la fluctuation de ses performances à court terme, ce qui rappelle inévitablement le BTC. TSL semble progressivement se diriger vers une 'bitcoinisation', avec une corrélation de plus en plus faible entre son prix des actions et ses fondamentaux, et une influence croissante des émotions du marché et du récit.
Barclays mentions in its report that the P/E ratio of TSL's stock is currently as high as 120 times, indicating investors' high expectations for its future growth. This phenomenon suggests that its stock price is largely dependent on Elon Musk's influence and the company's narrative ability. TSL is more like a "meme stock", and its stock price is driven by various technical factors such as options, quantitative trading, and momentum investment, similar to the market performance of Bitcoin (BTC).
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Analyste de Barclays : TSL semble progressivement se diriger vers une “bitcoinisation”
Le média Gold Finance rapporte que Dan Levy, analyste principal chez Barclays, a publié un nouveau rapport de recherche, soulignant que bien que les résultats trimestriels de TSL ne soient pas bons, les investisseurs semblent relativement tolérants envers la fluctuation de ses performances à court terme, ce qui rappelle inévitablement le BTC. TSL semble progressivement se diriger vers une 'bitcoinisation', avec une corrélation de plus en plus faible entre son prix des actions et ses fondamentaux, et une influence croissante des émotions du marché et du récit. Barclays mentions in its report that the P/E ratio of TSL's stock is currently as high as 120 times, indicating investors' high expectations for its future growth. This phenomenon suggests that its stock price is largely dependent on Elon Musk's influence and the company's narrative ability. TSL is more like a "meme stock", and its stock price is driven by various technical factors such as options, quantitative trading, and momentum investment, similar to the market performance of Bitcoin (BTC).