저자: RayDalio · 외국인
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결론: 레이 달리오는 테슬라 투자를 고려 중이라는 취지이나 구체적 매수 확언은 아님. 달리오의 머스크 평가: 머스크는 천재적 비전가이며 테슬라·스페이스X로 산업 전체를 바꾸고 있다는 긍정적 평가. 다만 과감하고 독단적인 행보에 대한 우려도 함께 언급. 테슬라 실적·주가: 2023년 상반기 주가는 전년 대비 약 98.9% 상승, S&P500은 약 17.6% 상승. 2분기 실적 발표 후 약 20% 급락 후 일부 회복. 2분기 생산 약 480,000대, 인도 약 466,000대(전년비 인도 86%, 생산 83% 증가). 가격 인하는 마진을 압박했으나 월가 우려보다는 양호. 향후 전망: 3분기 실적(주당 EPS 0.80달러, 매출 246.7억 달러 가정 시) 긍정적이면 주가 회복 기대, 목표 300달러 이상 언급. 현재 주가 1,245달러 기준 진입 권유 취지. 제품·기술 전망: 모델3 하이랜드 신차 출시 기대, FSD(완전자율주행)가 현재 레벨3이며 완전 자율화 시 수익원이 될 것이라는 전망. 슈퍼차저 네트워크를 GM·포드와 공유(2025년부터)하는 협력 관측. 투자 조건·리스크: 장기 투자 관점에서는 유망하나 단기 변동성이 크고 성장주 특성상 하락 폭도 큼. 개인의 재무 상황과 위험 감수 성향에 따라 판단 필요. 출연자 전망: 달리오 본인 발언은 테슬라에 대한 관심 표명 수준이며, 영상 제작자 주장과 해설 중심.
다듬은 글
musk Elan he is skilled at turning charity into practically successful businesses or to put it another way amazing self-sufficiency we're going to take you on a mental tour of two amazing people today the first is a renowned investor whose Holdings are as varied as the financial industry itself and the second is a mysterious Pathfinder who is transforming not just Transit but also the planet's future giant of the financial industry Ray doyo takes Center Stage to provide his thoughts on a guy who is come to represent Innovation itself according to dall's recent remarks the renowned founder of Bridgewater Associates may be thinking about investing in Tesla come along as we analyze the hints and investigate the potential driving forces behind du's decision to invest in the greatest business the world has ever seen musan the Visionary behind Tesla SpaceX and a plethora of other groundbreaking Endeavors is the epitome of unwavering ambition and transformative Vision do may not even need Elon to convince him to put millions of dollars into Tesla this talk has the potential to completely change your financial future it will cover everything from Elon musk's Brilliance to the incredible rise in Tesla's stock price and how much stock you should have in your portfolio come along as we explore the fascinating world of investing Innovation and Elon musk's Brilliance ladies and gentlemen welcome to a journey into the future via the eyes of Ray this journey will be fueled by Tesla so buckle up but not before hitting the like And subscribe buttons let's get this video underway and welcome to Tesla stock news let's now investigate the reasons why D would be keeping an eye on Tesla Dow is after all renowned for his astute investing judgment and non-conformist thinking what qualities would entice us to consider Tesla if we were in his position the name Elon Musk divides people's perspectives like a hot knife through butter some people will see him as the da Vinci of today a brilliant Visionary who paints the picture of the future some may perceive him as a renegade Gambler who is wildly tossing the dice of creativity but as you can see Rio is not the only one who has put in his two cents oh no Mania jar here's the inside scoop on this worldwide celebration of Acclaim and criticism my friend there's no immediate end in sight for the musk roller coaster nope only time as a front row seat and it alone can determine whether musk's Rocket Ride will conclude with Applause or tears The Mastermind behind the largest hedge fun in the world Bridgewater Associates Ray do has a soft spot for Elon Musk in his opinion the man has not only altered the world but also made himself a better person all right what's got well they all stared that's musk's tag team pair according to di musk Tesla and SpaceX are not just starting businesses rather he's writing a whole new script but there's always a butt Dio has his doubts he's not a musk cheerleader you know the whole rash issue and how musk would sometimes just drive off into the distance without even looking in the rearview mirror regarding being a team player let's just say that while musk may not be everyone's first choice for a playmate Dio being the impartial Arbiter that he is believes that musk's positive qualities exceed its negative ones musk plays high stakes poker like a pro constantly moving chips to the center of the table and taking chances that would cause the rest of us to perspire shall we slice it up into manageable chunks though Dalia worries about musks and promptu Antics like a magician pulling rabbits out of paths without considering where they will live Dio believes that musk's secret sauce lies in his crystal ball like Vision he's not just seeing the future he's making it happen and that takes guts oh and sometimes musk can be like a Rubik's cube hard to figure out and even harder to handle in the grand scheme of things Doo appears to consider musk to be a valuable jewel sure he has his eccentricities but he's worth the odd annoyance because of his capacity to change the world and Ray Do Is Right musks are similar to that crazy painter who may spatter or paint all over the canvas but yet creates a work of art that is so amazing that it stops people in their tracks but let's not Overlook the money aspect of things renowned for his painstaking research might find Tesla's Financial results intriguing Tesla's stock price is visible rise rapidly but what about its foundations the price of Tesla's stock fluctuates a lot after the second quarter earnings announcement the stock experienced an exhilarating trip it fell by about 20% and it wasn't until last week that it pulled off a brave escape to prevent a terrifying 25% free fall but hold on this is where things start to get interesting year over-year with TSLA stock Rising by an astounding 98.9% it has been more thrilling than a lightning storm in contrast the SNP 500 Index has been slowly increasing at a rate of 17.6% so far this year let's now explore the reasons why Tesla's stock may continue to rise do you recall those Q2 findings they were spectacular nothing less with a whopping 400 80,000 Vehicles rolled out and 466,000 delivered Tesla made the numbers from the previous year seem like a warm-up act that is a massive 86% increase in delivery and an 83% increase in production yes here's the story twist Tesla tweaked prices throughout the year which did dig into quarterly margins however it didn't buite as badly as Wall Street Skeptics had anticipated so hold on to your seats my friend friend get ready for a thrilling Revelation Tesla is about to reveal their countermeasure against the model 3 Highland the audience is incredibly excited about this much anticipated addition to Tesla's lineup as it is about to hit Center State there is a lot of talk about this new model and its jaw-dropping price when it launches but hang on to your hat because this is where the story gets interesting to say that Tesla is orchestrating a full-blown Symphony Of Invention into the whole self-driving software is an understatement they are not just experimenting in small updates imagine this Tesla driving down the wide Road under the complete control of the FSD Wizardry without the need for a human driver as of right now FSD is at level 3 automation which essentially means that even though it's extremely Advanced a cautious driver must still maintain control of the vehicle however when FSD reaches full autonomy you won't just be witnessing a technological Marvel you'll be witnessing a financial coupa Grace for Tesla once Tesla's dream of robot access becomes a reality the FSD software will turn into a cash cow it will be like a recurring Symphony of Revenue this is a huge leap towards a future where convenience profitability and Innovation all Converge on One path not simply a step forward and now for the twist in the plot Tesla May invite other manufacturers of electric vehicles to join the FSD celebration that's right competitors might become partners and don't even get us started on Tesla's superchargers they're the gold standard in North America and Tesla's even sharing the plug with General Motors and Ford starting in 2025 GM electric vehicles will be drinking electricity from Tesla's charging connection imagine a future where not just Tesla vehicles but even GM electric automobiles gently drink electricity from Tesla's charging station it's like having a universal translation for electric vehicles where different manufacturers and models can speak the same language this isn't just about competition it's about cooperation Paving the groundwork for a more length and Efficient Electric Vehicle environment but here's the culmination Tesla's third quarter earnings show is planned up for late October in the Wall Street script goes like this 80 cents per share on Revenue of$ 24.6 7 billion compared to the same quarter last year when they rais in $15 per share on 21.96 billion in Revenue presuming Tesla Nails this performance and portrays an optimistic picture for the full year expect the stock to Stage a recovery if they additionally throw a spotlight on their supercharger Network energy Ventures and FSD road map brace yourself for Tesla's stock to go on a wild Journey towards the do 300 and Beyond so with Tesla's current stock price at $1,245 consider this your kind invitation to get on board before the next fascinating chapter occurs Also let's go deeper into the exciting world of Tesla stock as a prospective investment first off Tesla's climb to celebrity on the stock market has been nothing short of amazing it's like witnessing a talented newb seiz the spotlight at a talent show for investors eyeing their Golden Years the appeal of Tesla's stock can be highly seductive but as with any investment there are nuances to considering your decision to invest in Tesla for your retirement Nest Egg hinges on your specific financial status and risk appetite if you're thinking longterm with a horizon stretching far into the future and you're not too jittery about a roller coaster ride in the short term Tesla stock might just be the leading actor in your Investment Portfolio however if the idea of volatility makes you break into a cold sweat you might want to explore other investment avenues that offer a smoother ride now let's let address the elephant in the room risk Tesla is no ordinary stock it's a growth stock in simpler terms this means it's like the ambitious young athlete aiming to break records expected to grow its earnings and revenue at a faster clip than the broader Market but much like that athletes Journey the path can be filled with highs and lows and the stock price can swing like a pendulum in the short run leaving investors hanging on for the ride but here's where the Tesla story starts to
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