저자: 미상 · 외국인
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결론: 진행자는 테슬라를 강하게 추천하며 장기적으로 크게 오를 것이라고 주장한다. [핵심 주장] 전기차 전환은 불가역적이며 토요타 등 전환이 늦은 기업은 도태될 것이다. 유럽·영국·캐나다·노르웨이 등의 내연기관차 판매 규제가 이를 뒷받침한다. [근거 수치] 테슬라 PER은 약 680배로 시장 평균(16~17배)보다 높지만, 에너지 사업이 자동차 판매 규모에 근접할 것이라 본다. 사이버트럭 사전주문 120만 대 중 80%가 완전자율주행(FSD)을 주문했다. [캐시 우드 전망] ARK의 2025년 목표가는 주당 3,000달러로, 당시 약 660달러 대비 큰 상승 여지를 제시했다. 목표가 달성 시 시가총액 약 2.9조 달러로 S&P500 최대 기업이 된다고 주장했다. 연환산 약 36% 수익률로 계산되며, 1만 달러 투자 시 2025년 약 4만 5천 달러가 된다는 예시를 들었다. [비교] 애플 PER은 약 28배로 낮다고 평가했다. S&P500 장기 연 10% 수익률과 비교해 테슬라 투자가 유리하다고 주장했다. [애널리스트 의견] CNBC 37명 중 29명 긍정, 9명 부정으로 집계했다. 모건스탠리는 매수 의견과 연말 목표가 약 1,000달러를 제시했다. TipRanks 기준 프랭크 슈와프(Frank Schwep)는 하락 전망(-62%)을 냈으나 성공률 28%로 하위 5%라고 평가했다. 상위권 애널리스트들은 매수를 추천한다고 언급했다. [리스크/조건] 완전자율주행 완성 시점은 불확실하며 2024년 이후로 미뤄질 수 있다고 인정했다. 판매 감소 등 업계 변화가 예상보다 늦을 가능성도 언급했다. [진행자 전망] 2025년 테슬라 주가는 3,000~5,000달러 수준이 될 것으로 보며, 2025년까지 FSD가 해결될 것이라고 믿는다고 밝혔다. [공개] 진행자는 테슬라 주식을 보유하고 있다고 공개했다.
다듬은 글
hello my friends and welcome to the channel now full disclosure i own tsla stock i own tesla stock for quite a while now a couple of years and i'm very pro tesla in fact i'm pro ev pro byd i'm pro any company decides to focus on evs 100 not be lukewarm not put a little toe in the water test the waters out dives in 100 because they're aware of exactly what is going on and the fact that some of them like toyota are not aware of what is going on is frankly shocking to me toyota they're sticking a little toe in the water and guess what they're going to lose because right now we're in a period of enormous disruption where the writing is on the wall for freak's sake i mean europa has already said a ban basically banning eve banning any cars that are not avs by 2030.
london is doing england's doing that the united kingdom is doing that canada in 2035 norway in 2025 the writing is on the wall the fact that companies like toyota are still not committed to evs still talking about hydrogen fuel or hydrogen fuel cells is insane so why do i recommend tesla stock what i own tesla stock well i've made another video about 15 reasons that i recommend you buy tesla stock but i mean i'm not a stock analyst am i you do your own research and then you decide if it makes sense but i'm going to show you some of the reasons why i think it makes sense tesla stock is well it would seem to be very overvalued right now wouldn't it based on its price to earnings ratio multiples at a 680 right now the market average is about 16 17 for the last 100 years but of course we're in a time of the greatest change in history the greatest disruption in history is happening right now to the two biggest industries in the world what are those two industries now tesla's energy department area i believe will grow to be similar size to their car sales potentially even bigger now this is not even including the potential for robo taxis and there's a lot of people that mock that idea however remember 80 of the 1.2 million pre-orders for the cyber truck have ordered full self-driving so 80 of that 1.2 million people believe it is happening so my friend if you don't you are probably in the minority now i understand it may not happen this year that will happen next year it may not even happen the following year in 2024 but by the time 26 27 28 rolls around you can bet it will be here and it will change the industry in fact it will make the sales of cars globally drastically declined yep car sales are on decline now from their peak in 2017 and that decline will continue all the way up until 2030.
so the sales of ice cars diesel and petrol cars will continue to decline and the sales of electric cars will continue to take up more of that space so it's kind of like a double pincer here happening the ice and petrol automakers as evs start to take market share and car sales start to decrease now if kathy wood is right and she's been proven to be right on many occasions she's a much smarter woman than i am and if stephen mark ryan is right and i've got to admit i think he's a smarter person than i am then tesla is a screaming by right now now remember kathy wood correctly predict predicted the price of tesla stock predicted that it would go up by 10x which it did and she looked like a lunatic i have to admit even i thought she was crazy even i thought she was being wildly over over optimistic and realistically i mean the fact that the stock has gone up this much even though tesla is yet to actually solve the full self-driving puzzle is really amazing and it shows what the where the market thinks tesla is going so if you're watching this video and you disagree with where tesla is remember you are in the minority now kathy woods 2025 price target for tesla is 3 000 us dollars per share now where is it right now well it's at around about 660 us dollars her target is 3 000 us dollars by 2025.
so let's say you did buy the stock now at its current price and it did hit 3 000 us dollars by 2025 then obviously you would make an enormous profit now if arc kathy woods hedge fund is right that means there's still nearly 360 upside potential in tesla stock from last week's close of 660 us dollars now a gain that big would make tesla worth 2.9 trillion dollars and it would be the most valuable company on the planet now whether tesla becomes the most valuable company on the planet by 2025 i am 100 certain that it will by 2030.
so in my mind it's just a matter of time for when that happens now just for reference sake the most valuable company on the s p 500 right now is apple at 2 trillion us dollars now do you think apple has more of a future globally than tesla what market is apple disrupting right now they've done a lot of disruption apple it's a fact they completely destroyed nokia they completely destroyed blackberry those guys are more or less dead so apple certainly did disrupt the market but at this point investors are pricing in the likelihood of apple's continued disruption and it's very low apple's pe is around about 28 for a perceived growth stock that is astronomically low now arcs near price target actually works out at a compound average annual gain of only 36 percent when you look at it that way it sounds a lot more realistic so what would that mean for your portfolio let's say you invested 10 000 us dollars well that would mean that by 2025 it would be worth forty five thousand eight hundred and twelve dollars now obviously those kind of returns are very hard to find and they will blow away the s p 500 at their long term annual rates of 10 percent now putting 10 000 us dollars into tesla rather than the s p 500 by arcs numbers would leave you 184 percent or 30 000 u.s dollars richer now obviously if you put a hundred thousand dollars in well it's a completely different story isn't it now if you listen to anyone tesla it's up honestly everyone right now listens to arc on tesla because they got it right and they're only the only company the only only analyst that actually correctly predicted the stock price so they've made a name for themselves making bold calls on tesla if you didn't already know this tesla stock has been a millionaire maker for many retail investors who jumped in early the stock is up more than one thousand three hundred percent in the past five years that's a 70 percent annual gain on average the s p 500 is only up a fraction of that 91 over the past five years or 14 annually now if you don't watch solving the money problems channel stephen mark ryan has made a literal fortune from investing in tesla and full credit to him i think he's made a lot of people very rich because he's been recommending to his viewers to buy tesla for years now and he's been trying to give as much evidence as to why he still recommends tesla and i have to admit his reasons are very compelling to see some of those check out his channel i'll put a link in the description below now i just made a video today on tesla sales in the uk tesla was the top selling car and brand in june in 2021 but it's not in the top 10 in the uk for the year however the reason for that is tesla just doesn't have enough supply coming into the uk to satisfy demand in addition to that the price of tesla's is extraordinarily expensive in the uk it's around about 40 more than it is in the united states imagine what will happen when giga berlin opens and they're selling tesla's the tesla model 2 hatchback the perfect car for the uk market the tesla model y medium-sized suv the perfect car for the uk market at a cost that most people can afford the same story will play out all across europe all across china and really all across the world over the next decade now what are the so-called experts say right now well if you look at cnbc they have a list of analysts and out of their 37 most popular analysts while cnbc's probably hand-picked 37 analysts but eight of those say tesla is a strong buy right now six say buy 14 say hold four say sell and five say underperform so 9 out of 37 uh bearish on tesla and you can see 29 i would say bullish on tesla fair comment now morgan stanley i believe has turned the corner on tesla they've been fairly conservative in fact in the past they were feeling negative on tesla but they've very much changed their tune and now are kind of leading the mainstream analysts in terms of getting tesla predictions more or less i wouldn't say correct but much more closer to the ballpark of what tesla is doing and really doing a much better job of analyzing the company properly morgan stanley give tesla a buy rating they say it's overweight and predict the stock price to be at around a thousand dollars by the end of the year which i think is a fair target now one of the best websites on the internet for actually working out good stocks to buy or at least getting some recommendations from some of the smartest people in the world on what they think are the right stocks to buy is called tipranks.com now tip ranks dot com has 24 ratings for tesla 10 of those are buy seven are hold and seven sell now very interestingly you can actually see some of the rankings on tip ranks for some of the analysts and the interesting thing is you can see if those analysts actually were successful in the majority of their predictions the majority of their recommendations or if they weren't now one analyst really stands out and that is frank schweit now frank predicts that tesla's stock price will decrease by 62 percent within the next 12 months 62 he says so immediately you're about to go bankrupt well something along those lines obviously however frank schwepp has an alarmingly poor success rate out of his last 50 recommendations only 14 of those were right 36 were wrong he has zero stars out of five for his ranking ratings and a success rate of 28 percent putting him in the five percent worst analyst out of the 800 or so analysts on the tip ranks website very interestingly some of the best analysts on tip ranks do in fact recommend you buy tesla stock so it's not just me it's also people much smarter than me the person who's ranked number three out of eight thousand analysts on tip ranks recommends you buy tesla he is in the top 0.1 percent of analysts on tip ranks clearly he's much smarter than me has a success rate of about 88 and he also recommends you buy them along with kathy wood i think that's a pretty good reason to do it and don't forget steven mark ryan also a very smart guy so where do i personally see tesla going well i think by 2025 tesla will probably be worth in the region of between three and five thousand us dollars now what do i say that i honestly believe that tesla will solve the full self-driving puzzle by 2025 that's four years away that's a long time for them to use their super computer which will be one of the biggest super cube computers in the world within the next 12 months and to be able to analyze and use all the data that they're collecting every day from their fleet of well over a million cars now which is collecting data every day to continue to train their neural network i think it's very likely that four years of all that coming together will produce cars that are safe enough to be considered full self-driving and far far safer than any human on the road right now thanks for watching i hope you enjoyed the video i'll see you on the next one bye
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