저자: 미상) · 외국인
요약 보기
Tesla 주가는 월요일 급락 후 횡보하며 안정을 찾는 중이며, Model 3 생산 램프가 유지될 것이라는 신호가 긍정적 심리를 뒷받침한다는 내용의 영상입니다. 주가 흐름: 월요일 시간외 거래에서 307.20달러로 금요일 종가 318.87달러 대비 3.5% 가까이 하락했고, 화요일 장 시작 후 하락세가 진정되며 횡보했습니다. 영상 촬영 시점 기준 314.12달러로 1.3% 상승 거래 중이었습니다. 하락 배경: 머스크의 주말 트위터 발언(이후 삭제됨)에 대한 투자자 반발이 주가 급락의 원인으로 지목되었습니다. 생산 및 판매 지표: 2분기 말 주당 5,000대 Model 3 생산 목표 달성 발표 후 월가 일부 애널리스트들은 이 생산 속도가 지속 불가능하다고 봤습니다. 7월 10일 중국 3번째 기가팩토리 건설 발표로 잠시 반등했습니다. 긍정 신호: 주말 중 Model 3 Performance 모델의 쇼룸 시승차 출고가 시작되었고, 영국 굿우드 페스티벌 오브 스피드에서 큰 관심을 끌었습니다. VIN 등록 건수는 이번 달 들어 19,000대 이상으로 급증했습니다(2017년 중반 생산 시작 후 2018년 3월에야 19,000 누적 달성). 원가 및 수익성 분석: 자동차 분해 전문가 Sandy Munro는 초기에는 부정적이었으나 배터리 기술과 전자장치를 보고 평가를 바꿨습니다. 그는 Tesla가 Model 3에서 30% 이상의 이익률을 낼 수 있다고 보았고, 최저가 $35,000 Standard Range RWD 모델도 두 자릿수 매출총이익을 낼 것으로 전망했습니다. 독일 분해업체 추정 원재료비는 대당 약 18,000달러입니다. 배터리 및 원가 요인: 2170 셀은 모델 S/X의 18650 셀보다 20% 크고 전력은 50% 더 많습니다. Tesla는 비싼 코발트 사용을 줄이겠다고 약속했습니다. 결론: 영상은 Model 3 생산 문제가 해소되고 향후 1년이 매우 고무적일 것이라는 머스크의 Bloomberg Businessweek 인터뷰 발언이 실현될 것으로 봅니다. 리스크: 머스크 발언 관련 투자자 신뢰 문제, 생산 속도 지속성에 대한 월가 회의론이 남아 있습니다. 영상 제작자는 TSLA 보유 지분이 없으며 72시간 내 포지션 진입 계획이 없다고 공시했습니다.
다듬은 글
Tesla shares Nasdaq : TS l a hour holding steady following Monday's steep dive after investors weighed in on the now deleted wild remarks made by CEO Elon Musk over twitter assigns emerge that model 3 production ramp will remain consistent bolstered by positive sentiment from Detroit after veteran Sande Munroe concluded that Tesla could exceed a 30% profit margin on its mass-market electric car investors see these as indicators for potentially more upbeat sentiments to come Tesla stock has been a battleground since the company announced that it has hit its targets of producing 5000 Model 3 per week at the end of the second quarter amidst reservations from a number of Wall Street analysts who believe that the model threes optimal production pace is unsustainable the company's shares took a dive Tesla stock briefly got a reprieve on July the 10th after the company announced its plans of building its third Giga Factory in China since then however the electric car makers stock continued to be volatile until it's notable plunge on Monday when shares fell over three five percent amidst controversy resulting from Elon Musk's controversial and now deleted statements on Twitter during the weekend in Monday's after-hours trading Tesla shares were at three hundred and seven dollars and 20 cents a significant drop from Friday's close of 318 dollars $87.00 markets opened on Tuesday however Tesla's stock began holding as the backlash from musts incendiary weekend Twitter session appeared to taper off behind this weekend's report of Musk's donations to the GOP and his Twitter issues after all signs are emerging that Tesla's problems with the model 3 are ending this weekend alone Tesla started shipping till the 100 model free performance to its showrooms to be utilized as test-drive units this follows the compact electric cars successful appearance at the 2018 Goodwood Festival of Speed in England where it attracted a significant amount of interest from the events attendees Tesla's VIN registrations have also seen a notable spike since the end of the second quarter with the company registering more than 19,000 new model 3 Vince since the beginning of the month it should be noted that Tesla started manufacturing the model three in mid 2017 and it was only able to hit the 19,000 mark this March apart from signs that the model threes 5000 / Leake production could actually be sustained more encouraging news for Tesla came in the form of a new auto line network segment featuring Detroit veterans and a Monroe Monroe a teardown expert and CEO of Monroe and associates has been studying the model 3 for months and while his initial impressions on the vehicle were predominantly negative he was eventually won over by Tesla's battery technology and electronics according to Monroe Tesla could see more than 30 percent profit on the model 3 thanks to the california-based electric car company's in-house development and optimal utilization of the vehicle's components Monroe noted that the Tesla Model freeze electronics which he previously compared to a military-grade flight controller is a symphony of engineering close quote the Detroit veteran also praised Tesla as 2170 cells for the model 3 which are 20% larger than the Model S and X 18650 cells but carry 50 percent more power perhaps the most notable among Monroe's conclusion however was mentioned by auto line network in its videos comments section according to the network Munroe stated that he expects even the $35,000 standard range RWD model 3 to still make a double-digit gross profit close quote dot Monroe's findings are in line with the results outlined by German tear down company earlier this year which estimated that the materials used for the Model 3 cost around 18,000 dollars per vehicle coupled with Tesla's pledge to reduce its Cobalts use cobalt is among the most expensive components of its batteries over the next few years Tesla's profit margins for the model 3 appear to have a lot of potential daughter's the dust clears it seems like Elon Musk's recent statement in an interview with Bloomberg Businessweek will come to pass Tesla's production to hell with the model 3 is ending and the coming year would be very very encouraging as if writing Tesla shares are trading up 1.3 for ascent at 314 dollars and 12 cents per share dot disclosure I have no ownership in shares of TS LA and have no plans to initiate any positions within 72 hours you
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