저자: DanIves · 외국인
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결론: Dan Ives는 테슬라 주가가 향후 1년 내 35% 상승하며 2023년 말까지 3배가 될 수 있다고 주장한다. 주가 상승 근거 - 중국 가격 인하 효과: 중국에서 두 차례 가격을 인하했고, 500여 명 설문에서 76%가 테슬라 구매를 고려, 약 70%가 가격 인하가 구매 결정에 긍정적이었다고 응답. 사회적 변수 - 머스크의 트위터 경영 부담 완화: 트위터 CEO 후임 선임이 필요하며, 이것이 해결되면 테슬라에 대한 우려가 줄어든다는 입장. 미국 IRA 세액공제: 2022년 인플레이션감축법상 전기차 세액공제 대상 여부가 차종별로 갈리며, 모델 X·Cybertruck 등은 MSRP 한도 초과로 제외. 모델 Y 등 일부 차종은 공제 대상이 되어 수요 개선 기대. 기가팩토리 확장: 머스크는 향후 10~12개 기가팩토리 가능성을 언급, 연 최대 2,000만 대 생산 잠재력을 제시. 자동화로 생산 증가 여지. 금리 인상 둔화: 연준이 금리 인상 속도를 줄일 것이라는 기대(50bp 인상 논의)가 주식시장에 긍정적으로 작용. 인플레이션 둔화 신호와 연준 위원 발언 인용. 사이버트럭 주문: 주문 150만 건 이상이 집계됐고 환불 가능·구속력 없는 주문이지만, 출시 전 상당한 현금 유입 효과가 있다고 평가. 출시 속도가 수요 확대의 핵심. 리스크: 중국 수요 약세 지속, 전기차 경쟁 심화, 가격 인하에 따른 마진 압박, 사이버트럭 출시 지연 가능성, 트위터 관련 경영 집중 문제. 출연자(사회자/채널)의 별도 전망은 제외. 기간은 영상 기준 12개월 목표.
다듬은 글
the rising and negative Trends in the price of Tesla stock have demonstrated the extreme volatility of the stock market nevertheless despite the many difficulties facing the stock market there are certain elements that can drive up the price of Tesla stock according to Bush and Dan Ives these variables could triple the value of Tesla stock by the end of 2023 I everyone happy to be back at Tesla tomorrow previously Dan eyes predicted that Tesla stock may rise by 35% this year given its current pricing in China Cuts have already achieved great success Tesla continues to experience weak demand so the business slash prices twice in China in a poll of more than 500 Chinese consumers who plan to purchase an electric vehicle this year Webb discovered that 76% of respondents were thinking about purchasing a Tesla outpacing Regional Rivals like Ford and Neato additionally almost 70% of respondents claimed that the recent price reductions had positively influenced their decision to buy a Tesla short shortly after Tesla's model 3 SUVs pricing were cut the bush survey likewise came to an end Europe the US and Hawaii Dan Ives claims that Tesla's recent price reduction is a major achievement thus far he went on to say that China is at the center of the Tesla growth narrative globally and that it looks Eevee buyers have reacted favorably to the price reductions hastening their choice to buy ibes restated his 12-month price reduction projections for Tesla shares which entails a 35% increase from the current levels according to the stock research Tesla's price reductions in December were an indication that the business was becoming more aggressive as the competition for electric vehicles heated up Dan as I mentioned earlier valuation Watchers were beginning to take notice of the Steep decline in the price of Tesla shares in 2022 stating that Tesla has not traded at these levels since 2018 the Whiteboard Channel reported that when looking at Tesla's stock price on an EV Aida basis it was at its lowest valuation to date so what exact ly according to Dan IES will CA Tesla's stock to increase threefold before we find out don't forget to hit the like button subscribe and turn on notifications to stay up to date on all things Tesla hives stated that the first Factor was the global EV sales which are still sort of Zach the most ambitious climate law in American history the January tax credit by the inflation reduction Act of 2022 attempts to lower the cost of electric vehicles a little bit during $369 million have been set for climate action during the course of the measure that President Biden signed into law on August 16th a portion of the budget has been set aside to improve tax incentives for the purchase of electric vehicles while the Criterion for the tax credit May prevent certain Enterprises from taking advantage of this opportunity the car's batteries must reach a minimum threshold of Part Source from the US or nations with whom it has a fair trade agreement in order to be eligible for the credit a number of investors spot Tesla was unquestionably among the automakers eligible for this tax incentive even though this did happen the IRS claims that not all Tesla vehicles are eligible for tax credits for example the MSRP limits for electric cars and electric SUVs trucks and vents are $55,500 and $80,000 perspectively the model X SUV and state end version of Tesla in particular are not eligible for the $7,500 tax credit this is due to the fact that the mailx costs roughly 12100 while the modelist starts at about 105 it seemed the IRS only took the SUV and model I into account even though it has seven seats this is because the five- seat model I long range and the five seat model by performance are not qualified for the tax credit because their starting prices are less than $66,000 and less than $70,000 respectively at the moment the Tesla Model 3 Performance was is also not eligible because it starts at $62,900 and goes above the $55,000 threshold however the Tesla 5 seat model I has now been made eligible for the tax credit and it is believed that this will positively affect demand it is important to note that while the previous announcement of the tax credit had allegedly affected demand the fact that some of Tesla cars missed out on the tax credit does not translate to a future decline in the demand for these cars whether Tesla's EVS get the tax credit or not the car company is still in a good position to record enormous demand in the coming years for instance if Tesla keeps prices the same the demand for its cars will inevitably grow especially as the car company continues to improve on atbs and if the car company chooses to increase prices over the coming years while the man may not be as high its profit margin is still sure to increase in the coming years Dan IES also pointed out the g a factory Ram since Tesla intends to launch further gigafactories in next years musk stated during Tesla's annual stockholders meeting that he believed the company might someday produce up to 10 minutes 12 gigafactories worldwide Additionally the CEO stated that by 2030 Tesla might be able to create up to 20 million electric vehicles annually with each Factory producing between 1.5 and 2 million Vehicles annually Vermont is currently HED J factories for Tesla Calif ignites Nevada the Buffalo New Haven to reach 10 minutes Austin Texas and other non- Us locations in China and Germany 12 data Factory Elon Musk claims that Tesla May unveil a gigafactory this year but the company would also need to construct three to five other ones production at these gigafactories could reach previously unheard of levels thanks to automation another eight points for Tesla's development is the dissipation of worries around musk seal with Twitter Dan Ives stated in a recent note that finding a successor to lead the social media firm was the second biggest desire on his Christmas wish list he feels that in order to put put a stop to the recent Twitter chaos that has caused Tesla a great deal of headache mus should appoint a permanent CEO for Twitter although Tesla has successfully met with the delivery of its anticipated semi Tru many Tesla enthusiasts were concerned that musk was spending too much time and money on Twitter given that Tesla is still working towards full self-driving capabilities it may be even harder to accomplish this with musk's divided attention Elon Musk will need to be present and committed to the development of other cars like The Rock attacks and cyber truck which have not yet reached the market nonetheless the worries and anxieties have subsided because musk is actively searching for a successor to take over EST footer CEO regarding the Cyber trucks profitability and the potential growth of Tesla with this new technology it has also given investors something fresh to discuss the slowing of interest rate increases is what is driving Tesla given the signs of impending inflation it's possible that the fa will pause its interest rate hiking program policy makers are expected to approve another ratee hike perhaps by 50 basis points or 0.5 percentage Point as Market expectations continue to rise the Federal Reserve increased its Benchmark interest rate by 0.75 percentage points in September this was the third consecutive time that the rate increase was this large raising the rate to 3.25% the stock market was greatly impacted by this interest rate increase which also caused investors to become more pessimistic about the future however because the Federal Reserve has acknowledged reduced inflation these concerns appear to be abating in addition Vice chair of the Federal Reserve LEL Brainard expressed optimism about the last US inflation data which indicated a deceleration in price increases and predicted that the fade will soon scale down its rate hikes governor of the Federal Reserve Christopher Waller has stated that provided the economic data cooperates he is open to lowering the pace of interest rate hikes soon he claims that the data over the last several weeks has increased his comfort level and motivated him to think about stepping down to a 50 basis point raise and ultimately to the eagerly anticipated cider truck IES thinks this will be important for Tesla and so does Garrett Nelson and other Tesla Bulls after years of delays a Cybertron SAA is finally coming to a close and fortunately the electric truck is preparing for production without requiring any significant redesigns just this fact appears to have prompted more new orders and those who placed their initial orders years ago are continuing to do so over 1.5 million orders were just counted by the Cyber truck considering that all of the orders are totally refundable and non-binding this indicates that Tesla made $1.5 billion before ever delivering a single cyber truck the majority of people want to go through with the other there is no other vehicle in history of Automotive industries that has gathered so much interest with people willing to put down their money without actually knowing when they're going to get their car hopefully if all goes well with Tesla's plans for the Cyber Tru customers can finally get their chance to drive their own cyber truck especially those who ordered early on according to Garrett Nelson the best thing that musk can do is to be be focused on more than just Tesla and in getting the Cyber truck to Market as soon as possible he reiterated that the forthcoming model has the highest backlog of any forthcoming EV in the market by a wide margin and so the sooner Tesla can bring the new car to market the better he believes that when people actually see the vehicle on the road it's going to generate a whole lot more demand and more interest you think that these Catalyst can spurk Tesla's growth in the coming months let us know down below and don't forget to tell us what your valuation of Tesla is and if you want to know more about what Tesla's been up to in the last few days go ahead and click on this next video on your screen see you there
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