저자: CathieWood · 외국인
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결론: 캐시 우드는 테슬라를 AI 데이터·자율주행 플랫폼 수혜주로 보고 장기 강세를 전망한다. 핵심 주장: 자율주행 데이터 우위가 AI 수혜의 핵심이며, 테슬라가 가장 큰 수혜주라고 주장. 근거 수치: 자율주행 택시 시장을 8~10조 달러로 추정, 테슬라 매출 대비 기업가치 약 7배. 언급 종목: 테슬라 (장기 상승 전망). 자율주행 플랫폼: 테슬라 매출은 대부분 전기차 판매에서 나오지만 향후 FSD 등 AI 서비스 매출이 커질 것. 목표가: ARK는 2028년까지 테슬라 주가 2,000달러 목표. 근거: 차량이 늘수록 학습 데이터가 기하급수적으로 증가, 자체 AI칩으로 처리 효율 우위. 분기 실적: 2023년 2분기 인도량 약 48만 대로 컨센서스 상회, 전년 대비 85% 증가. 옵션 전략: 진행자 Mike는 실적 발표 전후 한 달간 테슬라가 크게 움직인다고 언급하며 옵션 트레이드 관점 제시. 과거 3년간 실적 후 한 달 ±20% 움직임 언급. 리스크: 실적 발표 전 변동성, 사이버트럭 출시 시점 불확실. 출연자 전망: 캐시 우드는 장기 보유 관점, 테슬라 장기 리더십 유지 전망. 결론 재정리: 테슬라 장기 상승(2028년 2,000달러), 단기는 실적 변동성 주의.
다듬은 글
who are going to be the winners in AI it is going to be companies with uh Visionary management good distribution and proprietary data and we think the secret sauce and the real beneficiaries of AI are going to be those with uh proprietary data the biggest one being Tesla more data on real-world driving miles than all the other auto companies and tech companies focused on autonomous in the world Tesla now probably at seven times revenue is probably the biggest play out there in terms of the revenue potential it's going after the autonomous taxi platform Market which we think is going to be an eight to ten trillion dollar market globally anyone who knows of Tesla's existence is probably going to say it's a Vehicle Manufacturer first and foremost and in fact they may be right because almost all of Tesla's Revenue comes from its EV sales how however this won't be Tesla's title for too long and the EV maker is already making this clear today we're gonna delve into the comments which were made by The Arc invest CEO Kathy Wood and she shares Vital Information for every Tesla investor this is something that you should keep in mind if you plan to hold Tesla stock for the long term when we consider Tesla's future there's one thing that cannot be left out and that is artificial intelligence and how it's going to form the basis for Tesla's dominance in the future electric vehicles are becoming popular these days and a lot of car companies are already looking in this direction but there is more to it than just making cars it's all about transforming the Auto industry in a way that has never been seen before now for a name we can't help but talk about the most actively traded options name on paper and of course in our hearts which is Tesla the EV maker continuing its massive run this year up now more than 120 percent and last month Mike laid out an options trade to get in on the surge Tesla shares kept charging higher putting that one firmly in the green but now with earnings due out on Wednesday night he's laying out an update on the name Mike tell us what to do yeah so I think it's important to remember when earning Seasons come come along that this is really when stocks move the first four weeks of earnings season which is typically nowadays kicked off with JP Morgan's earnings the s p Rises about 90 basis points on average versus 60 basis points for all periods so this is when stocks really move and Tesla is no exception this is a stock that has moved nearly 20 percent higher or lower in the month following earnings over the past three years uh we have cyber truck probably coming out later this year and you know one of the things we're beginning to realize as cars are going EV that Tesla is now the Legacy EV automaker of course they are the Legacy EB automaker without all the baggage that most of the Legacy EV automakers have they don't have the dealer issues you know oftentimes when you have high in demand cars for the regular automakers it's the dealers that end up making the money Tesla has made significant efforts in artificial intelligence and how this can impact the company's stock price and that is the fact that every Tesla investor needs to be aware of by understanding the intersection of AI and Tesla and its potential implications on Tesla's stock investors can make informed decisions when it comes to the stock Tesla has been at the Forefront of AI Tech in the automotive industry the company's commitment to AI research and development has paved the way for significant advancements in autonomous driving and also enhanced driver assistance systems hey everyone welcome back to Tesla tomorrow the market demand for Innovative technological advancement on vehicles is on the rise and Tesla's Competitive Edge in AI positions the company well to capture this growing demand Tesla's AI potential explains why Kathy Wood and Ark invest have set a two thousand dollar price Target on Tesla stock by the year 2028.
wood understands that each vehicle sold today isn't just revenue on Tesla's income statement rather it's another piece in an eventual platform that should help Tesla generate significant revenue from future Services related to full self-driving or similar AI supported devices and services to make Tesla's AI plans to become a reality the company needs more of its vehicles on the road and you'll agree this is already happening there's a growing demand for Tesla cars and in a few years more will be on the roads and Tesla we're able to collect more data for its FSD software so how is this a big deal for Tesla investors and why do you need to pay attention to this part of Tesla's business keep watching as we're about to share some very intriguing insights but keep up to date on everything going on where's Tesla Tesla's continuous AI software updates provide a unique Advantage first these updates don't only enhance the functionality and performance of Tesla's vehicles but they also unlock new features and capabilities making the ownership experience more valuable over time Tesla recently announced second quarter production numbers that beat analysts expectations about 480 000 Vehicles would deliver to owners up 85 from the numbers just a year ago one of the key areas where Tesla has leveraged AI technology is with its autopilot system by incorporating AI powered self-driving capabilities Tesla vehicles analyze and interpret vast amounts of sensor data to navigate roads avoid obstacles and assist drivers in their own Journeys the integration of AI driven systems has not only enhanced the overall Driving Experience but also improved safety on the roads and that's not even all Tesla's AI technology relies on sophisticated neural networks and machine learning algorithms these systems continuously learn and adapt based on real-world driving data allowing Tesla vehicles to improve their performance over time as more Tesla vehicles will hit the roads the AI training data grows exponentially further enhancing the accuracy and reliability of Tesla's autonomous driving features Tesla will hold its leading position for a long time that is something we believe won't change anytime soon talking about FSD robots and the robot attack scene even the AI chip Tesla has been truly remarkable no doubt Tesla's in-house designed AI chip enables faster more efficient processing of AI algorithms maximizing the performance of Tesla's AI driven systems by developing its own AI chip Tesla has gained a competitive advantage in terms of processing power and the ability to optimize AI functionalities specific to its Vehicles furthermore Tesla's commitment to AI extends Beyond just autonomous driving I mean Tesla utilizes AI technology to drive various aspects including energy optimization vehicle performance analysis and predictive maintenance by harnessing the power of AI Tesla aims to continuously advance and enhance its vehicle's capabilities and provides an unparalleled ownership experience for its customers now let's discuss how Tesla's focus on AI can make the company's stock price and how it can also impact it this is where it gets interesting for Tesla investors investors often value companies based on their technological advancements and Market leadership for instance Tesla's pioneering efforts in AI technology particularly on autonomous driving reinforce its position as an industry front runner and so this Market recognition can positively influence Tesla's stock price attracting investors who believe in the company's ability to capitalize on the growing market for ai-powered vehicles one thing is certain as Tesla continues to push boundaries of AI technology and solidifies position as a leader in the field investors will recognize the immense potential of ai-powered vehicles so who would not want to take advantage of such an opportunity maybe the Bears so even every fan recognizes Tesla it's a profitable business Tesla's ongoing Innovation and Improvement in AI contribute to customer loyalty and can translate into higher demand for Tesla vehicles potentially driving the company's stock price higher as Tesla continues to advance its Aiko abilities and capture a larger share of the market the company's stock price could benefit from this growing recognition and investor optimism as Kathy Wood once noted Tesla's FSD is already becoming better than human driving who knows what this software will likely be like in just a few years well we're about to find out what are your thoughts on Dental stock right now let us know down below and let us know your valuation on Tesla and if you want to know more about what Tesla's been up to over the last two days go ahead and click on this next video on your screen see you there
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