저자: CathieWood · 외국인
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캐시 우드는 GM·포드 등 레거시 automaker가 전기차 전환 지연과 규제·경쟁 압박으로 실존적 위협에 직면해 5~10년 내 파산 또는 합병 가능성이 있다고 주장. 테슬라는 배터리 기술 리더십과 규모의 경제로 가격인하를 감당하며 마진이 개선될 것이라 봄. ARK는 GM 주식을 매수(보도 기준)했고 GM 투자를 검토 중이라 밝힘. 테슬라 목표주가는 2025년 $1,000(몬테카를로 기준). 테슬라 멕시코 기가팩토리 건설 관련 보도 포함. 일부 월가 애널리스트는 가격인하가 장기 평판·수익성에 부정적이라고 봄.
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as a well-known proponent of disruptive Technologies Kathy Wood CEO of AR invest has expressed her opinion that Ford GM and other Legacy automakers are facing an existential threat that could force them into bankruptcy and send Tesla stock prices to unimaginable Heights for those of us who believe in real life according to KES manager Tony star Elon agreed that if you enjoy this kind of film hit the like And subscribe buttons statement from Kathy Woods to Barons for GM and Ford man man in over the next 5 to 10 years will be very difficult famous money manager Kathy Wood who is bullish on Tesla and highly valued in the market has made a startling prediction for GM and Ford according to Kathy these companies will struggle to survive in their current state for the next 5 to 10 years ultimately Cathy believes that these companies will either go bankrupt or merge with another company W projects that if Tesla successful in developing autonomous vehicles it may take a sizable chunk of the global auto market in the next 5 years years and that its stock will hit $1,000 by 2025 however Morning Star analyst David Winston has a bright outlook for General Motors and believes that its stock is worth 68 vehicles from General Motors are the highest caliber and most stylish in decades I stated last month that GM is beginning to realize the scale to match its size because of a competitive lineup across all sectors and a significantly lower cost basis the management of Arkham medicine headed by well-known stock piaker Kathy made an unexpected move by buying 158 zero shares from GM on behalf of its robotics RQ Fund in autonomous technology this is a big change in the way she views Legacy automakers because she has previously been critical of them the specifics of the deal were revealed in an exclusive interview with Yahoo finance last month um which was included in the report that displayed the company's recent transactions the CEO and Creator AR invest uh disclosed that her team recently met with the CEO of General Motors marra to talk about the company's plans for electric vehicles and in chat with Yahoo finances Julie himman she also revealed that Arc was thinking about investing in GM and was keeping an open mind about it Kathy would stress the need of keeping an open mind and celebrating accomplishments she clarified that AR invest is still learning about General Motors and is considering making investment in the business in January W acknowledged her admiration for Mary Bear's approach to Reviving GM and concentrating on cruise automation during the Ford and jam stock price spike following their disclosure of their electric vehicle plans would in an earlier interview with Barons criticized their rallies and assert that the percentage of electric cars in their sales would be insufficient according to Kathy Wood would even projected that GM Ford might file for bankruptcy because she didn't think they had the right genetic makeup to be successful in the electric vehicle Market uh in a recent interview with Yahoo finance live a Tesla bull claims that the electric vehicle Maker's recent price reductions won't hurt its brand but rather present a challenge for other manufacturers looking to catch up uh according to the founder of Arc investment traditional manufacturers will struggle to match Tesla's price reductions because to its cost leadership and Battery technology according to Cathy wood Tesla Remains the largest holding in the woods Arc Innovation F fork in a Yahoo finance live chat wood said that while Tesla's recent price reductions won't hurt the company's reputation they might make it harder for rival automakers to catch up Tesla's captured leadership in Battery Technology is the source of the cuts she also thinks that in order for manufacturers to avoid losing money as Tesla's prices drop they must adopt this Battery Technology this means that as the company increases its production volume it becomes more cost-efficient and its profit margins improve secondly larger volumes of production can also enable Tesla to negotiate better deals with suppliers of raw materials parts and components leading to lower costs per unit lastly economies of scale can help test like gain a competitive advantage in the market as the company produces more electric vehicles it can reduce its prices to attract more customers tesas gross margins will continue to increase as it cuts prices due to economies of scale additionally as Tesla ramps up production it will be able to invest more and to enhance its offerings and create new technologies thereby fortifying as competitive position contrast this with Ford or GM since these producers can only produce a certain quantity of electric vehicles and cannot benefit from economies of scale overall economy is a talent for Cathy wood can assist Tesla in cutting expenses improving productivity and gaining a Competitive Edge advantage that over time may result in increased revenues and steady growth Tesla just decrease the price of the model 3 Bas version and model 3 Performance variant by $3,000 and $9,000 respectively the model I extended range experienced a price cut of $113,000 to $52,900 and the performance model was lowered to $56,950 Ford responded by lowering prices to more effectively compete with Tesla while GM CFO Paul Jacobson has no intentions to lower V prices for cost of Tesla as Elon Musk stated in the company's most recent earnings conference cost reductions have raised demand gained market share however some Wall Street experts do not share this optimistic view of Tesla believing that the price John Murphy an analyst at Bank of America believes that making Cuts could have a long-term negative influence on the company's reputation as well as severely impact profit emergence according to Elon musk's claim on the fourth quarter earnings call that his demand is two times uh more than Supply it would be foolish to lower prices since doing so would just reduce profitability and prevent you from gaining any additional incremental volume in the near future Kathy Wood during the Morning Star investing conference on Wednesday Tess the CEO of Arc invest revealed the price at which her investment firm will sell its shares of the electric manufacturer wood said that Arc would begin selling its shares of the price of Tesla's stock $1,000 within the next year this cost Target is the Company's base case for the price of Tesla shares in 2025 and was established by Arc in March based on a Monte Carlo simulation the cost Arc prediction that as Tesla expands its gigafactories its product line will grow and its manufacturing capacity will rise help Target according to the governor of noo Leon Tesla just announced the development of a new gigafactory in neurol Leon Mexico as the Electric Vehicle Manufacturer is set to receive the last set of permits for building a Factory close to the US Mexico border Tesla may start producing its first cars in Mexico uh following year uh in interview Governor Samuel Garcia said that Tesla is awaiting the last set of permits before moving forward with the construction Governor said in her interview that the last permits for building the factory in navon were almost ready to be received if all goes according to plan construction will begin in March and the company hopes to start producing cars in Mexico by the following year he also expressed his belief that the first Vehicles will be rated by 20124 Elon Musk revealed his investment in Mexico last week saying that the next G Factory will be built there with intentions to create a Next Generation vehicle with the $5 billion investment the factory is anticipated to be the largest electric vehicle production facility in the world since Tesla has not yet provided an update on the production schedule let's review briefly would argues that one of the main reasons Legacy automakers are struggling is because they have been sluggish to adopt new technologies for instance they have been reluctant to invest in electric vehicles and have kept their attention on gas powered vehicles as a result they are lagging behind business businesses like Tesla which have made significant F technology Investments and are able to produce highquality reasonably priced electric cars another reason to think Legacy automakers are having problems is the increased rivalry they are up against from emerging competitors in the market finally wood believes that Legacy automakers are facing significant regulatory challenges Tesla rivan and Lucid Motors are all focused on building electric vehicle SS and they've been able to attract significant investment in contrast traditional car manufacturers have been struggling to attract investors and as a result their market share is shrinking governments everywhere are beginning to impose increasingly stringent pollution laws which will make it harder for automakers to keep making gas powered vehicles concurrently since Legacy automakers have dominated the Auto industry for more than a century Cathy would believe they are facing an existential threat unless they can quickly adapt to new technologies and changing regulations many of them are likely to go bankrupt leaving Tesla open field for $1,000 price Regulators are also pushing for greater investment in EVS which will further squeeze Legacy automakers that have been slow to make the transition overall please hit the like And subscribe buttons If you enjoyed this video I'll see you in the future one
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