Grillo Insights on Ferrari N.V. (RACE)
主要经营地 Maranello（意大利）
详细的生意模式 豪华跑车制造+品牌授权；限量供给+高度定制推高ASP
护城河 极强品牌与稀缺性；定价权；二级市场支撑
估值水平 EV/EBITDA=23.7x；P/E=34.6x
EV/Market Cap 1.03x
网络观点 🟡 2025再创新高，产品线与定制化继续推ASP；认可复利但估值已反映高质量
AI的观点 ✅顶级生意但不便宜：更适合质量资产配置 ✅核对：订单簿、定制收入占比、稀缺性边界、EV转型执行 ⚠️价值策略若要求高FCF收益率，通常不匹配
作者简介 专业❌否；顶级❌否；13F❌否；回报-2.6% (11 trades)；@SuEricGP
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