저자: ChamathPalihapitiya · 외국인
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결론: 연사는 글로벌 경기침체 가능성을 경고하며 테슬라 투자에 신중할 것을 권한다. 거시 경고: 인플레이션이 심각한 경기침체를 유발하며, 기업들이 상당한 타격을 받을 것이라고 주장한다. 경기침체 단계론: 공급 측면과 수요 측면의 두 단계로 침체가 진행되며, 현재는 1단계이고 통제에 실패하면 2단계로 넘어갈 수 있다고 본다. 2단계 신호로 노동 재진입 증가, 신용 연체 증가, 개인 저축 감소를 제시하며 그 시점에 주식이 압력을 받는다고 한다. 통화정책 비판: 과도한 통화 발행이 자산 가격을 올리고, 상품 가격을 급등시켜 통제가 어려워질 것이라고 주장한다. 테슬라 현황: 인플레이션으로 생산·인도 속도가 둔화되고 원자재 가격 상승으로 제조원가가 늘었다. 2023년 6월 전후 가격이 최대 6,000달러 인상되었고, 배터리 가격이 4년간 22% 오를 것으로 예상된다. 모델3 약 4만 달러 수준, 2만 5천 달러 저가 전기차 계획은 보류되었다. 머스크 발언: 리튬 채굴·정제가 충분히 늘지 않았고, 공급망 제약은 역대 최악이라 평가했다. CFO는 공급계약 만료 후 원가 압박이 커질 수 있다고 언급했다. 테슬라 긍정 평가: 기술력과 전기화 리더십은 인정하며 모델3 판매 성과도 긍정적으로 본다. 투자 조언: 개별 주식 성과는 경영진보다 시장 정책과 제약에 좌우되므로 투자 전 신중해야 한다. 배터리·칩 부족 경고도 함께 인용되었다. 출연자 전망: 테슬라는 단기적으로 큰 어려움이 예상되나, 수요 대응과 원가 관리에 성공하면 위기를 넘길 수 있다는 조건부 견해다.
다듬은 글
inflation is causing a severe recession in the global economy Chamas p habisha a well-known stock Bureau believes that most Enterprises would suffer significant setbacks as a result of this so you might have something for Tesla investors hey guys glad to see you back Tesla stock is no longer a topic of news several times in the past few months Tesla CEO Elon Musk has acknowledged the harsh effects of inflation on the company which have caused its production and delivery rates to slow down with the prices of raw materials constantly Rising as a result the cost of producing Tesla's cars has increased and the competition is growing stronger by the day in the upcoming months Tesla and other EV companies may need to brace themselves for a rough ride in a recent interview the CEO discussed their social capital chal habisha discusses the unsettling predictions for Tesla and the reasons why shareholders might wish to sell their shares before the major fall before we begin keep watching to learn more details don't forget to hit the like button subscribe and turn on on notifications if you enjoy this kind of information if you want stay informed about Tesla and Canadian venture capitalist and CEO of Social Capital CH P habisha has expressed his concerns about the current global economic downturn which has had a significant impact on companies like Tesla Tesla has been struggling during the inflation problem and despite its best attempts to improve production while containing expenses the automaker still finds it difficult to stay afloat despite the already dire economic circumstances according to jamat Pala Pia the global recession is still on the horizon and businesses will experience a severe slump in the next years the fact that Chum poly habitat is experienced in the financial sector and investing in general is undoubtedly one of the factors that helped you land a spot on the Forbes list of billionaires in 2021 he may be on to something with his most recent warning keep watching till the very end to find out why by doing so according to palet Abisha Tesla might not be a wise investment right now the stock investor predicts that the recession will manifest itself in two stages the supply side and the demand side the global economy is currently in the first phase of a recession and if appropriate controls are not put in place it might move into the second phase before the second stage of the recession can start according to Poh habisha the global economy must go through a process of removing all the extra money that has been injected and destroying demand the stock investor predicts that this phase which will be indicated by more people feeling compelled to re-enter the labor Rising credit delinquencies and declining personal savings will result in a point when stocks start to experience pressure in 2021 according to P habit the upcoming economy is at the start of a serious Financial catastrophe that will have a significant impact on a lot of businesses the venture capitalist predicted that excessive money printing at the time would raise asset prices when discussing monetary policies you go on to say that this will have the consequence of drastically raising commodity prices which will be be impossible to control expect some significant government reforms and the implementation of necessary policies the investors said that because there is too much money in circulation it is impossible to determine genuine supply and demand which will eventually result in higher prices and spending while income and revenue continue to decline the Pia pattis picture makes it clear that Tesla needs more than simply pronouncements to survive the crisis it also needs to act Elon Musk has acknowledged the negative effects of inflation in June the cost of most Goods Rose by more than 9.1% and in the same month Tesla raised the prices of all of its car models by as much as $6,000 in May it was predicted that the price of up batteries would rise by 22% over the next four years which would lead to further increases in the price of Tesla's car the model three of which is already selling for about $40,000 do you think Tesla will eventually lower the prices of its cars Elon Musk has stated that he intends to sell an electric car for as little as $25,000 in effort to make es more accessible and affordable but following the recent increase in production costs the soon announced that that plan was on hold for the time being while addressing the issue of rising costs let us know below with inflation of 40 to 50 year high and suppliers requesting 20 to 30% cost increases for parts from last year to the end of this year there may be a lot of pressure there as well it is evident that the EV company is going through some very difficult times that may be difficult to overcome if drastic measures are not taken and musk acknowledge that it may seem unreasonable to raise the prices of products we may say that Tesla took a rather tough measure to manage inflation especially for its consumers who will have to bear in the brunt of the price hike but on second thought the automaker may have just done what it had to do the company does not dispute that there is a long wait list for these vehicles and that may extend to next year given some of the vehicles that will still be ordered musk stated that although the government continues to produce excessive quantities of money neither the mining nor refinement of lithium has significantly increased there is a limited quantity of production and supply of these new raw materials which has forced businesses to compete for the various resources accessible if that continues to be the case the price of the items may increase further although the firm is not immediately impacted by The increased cost of raw materials Tesla CFO Zac kirkin hinted that cost constraints could increase after its contract with suppliers expires music with the recent inflation crisis things may change slightly in fact these Supply and production cost issues may be more serious than what the public perceives since it must contend that the official numbers are actually understated musket previously complained about the impact of supply chain constraints last year describing them as the most difficult supply chain challenges that Tesla has ever experienced in fact he has an optimistic outlook for Tesla's shares and thinks the firm will be able to weather the next financial crisis he thinks Tesla has unmatched technological expertise and sophistication and most Tesla devotees are likely to concur a stock Trader previously characterized Tesla as a business that has been expanding Taking Chances and ultimately discovering the model 3 is the product that will enable its market growth given that Tesla's model 3 stales have been phenomenal since its delivery we can concur with the p habit on this point the investor also thinks Tesla is an Undisputed leader in electrification and that its core principles are sound speaking of Elon Musk a friend said that while the company executive may have received criticism for missing a number of his project deadlines musk is still carrying out his commitment to commercial ass electrification with an experience that exceeds that of its Rivals Tesla isn't just waiting for things to get worse because doing so would not only spelled Doom for the business but also for its investors so the company is taking steps to reduce the effects of inflation musk has said that Tesla is working with its existing suppliers to determine how it can accelerate production of raw materials as quickly as as possible it is obvious and that the EV maker is unwilling to go back down on its quest to promote transition to sustainable energy even with the current inflation constraints and it could eventually live through the financial crisis if efforts are focused on limiting Supply costs and meeting the rising demand however even though paliative said that Tesla is maturing under enormous demand he still warns about the economic crisis and what it may have in store for the company stuck he stated that for Common Stocks like Tesla the stock performance is not controlled by the owner of a business business or its Executives but rather by market policies and unavoidable Market constraints and so individuals may need to get their effects right before investing in a stock likewise reviewing Coy Sky Rings warned that the EV industry is likely to face a devastating shortage of batteries for electric cars that could further aggravate the computer chip shortage what do you think of the warning from Chamas po habitat do you believe Tesla will make it through the impending inflation crisis please let us know in the comments section after which you can click on the next video to play hello there
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