---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40163686.md"
description: "High valuation, high inventory, and pressure on gross margins limit the upside potential (10%–15%)."
datetime: "2026-04-24T07:32:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40163686.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40163686.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40163686.md)
author: "[就陪你去看海](https://longbridge.com/en/profiles/9801258.md)"
---

# High valuation, high inventory, and pressure on gr…


## Comments (2)

- **在云上爱上你 · 2026-04-24T13:00:26.000Z**: Short-term view: valuation digestion + earnings pressure; long-term view: AI/robotics revolution.
  - **就陪你去看海** (2026-04-24T13:01:37.000Z): If the commercialization of FSD/Robotaxi falls short of expectations, the valuation may be halved, reverting to the logic of the core automotive business.