저자: 미상 · 외국인
요약 보기
테슬라 슈퍼차저 네트워크가 포드·GM 등 타 완성차에 개방되며 수익화 잠재력이 커졌다는 내용. Dan Ives는 Q2 인도량(466k) 상회와 생산량 증가를 근거로 테슬라에 우호적이며, 슈퍼차저 제휴로 최대 약 200억 달러 매출 가능성과 정부 보조금(약 75억 달러) 확보 시도를 언급함. 다만 가격 인하에 따른 마진 압박은 1~2분기 바닥 후 회복 전망. 나스닥 조정 시 테슬라도 취약하며, 하반기 IT 강세장 시작을 주장함.
다듬은 글
the percent of overall EVs that ultimately are going to be using the charging stations what they're going to be charging per kilowatt hour and then the important things guys that you know most of the bears will say well today everyone just charges at home or they charge at their office the percentage of all EVs that will eventually use charging stations the amount of money they will charge per kilowatt hour and the most crucial part guys the fact that the majority of bears will respond well today everyone one just charges at home or they charge at their office.
Perhaps the best way to characterize Tesla and its stock is better than expected. Dan Ies, a Wedbush analyst, is spot on about that. Furthermore, he thinks that the EV leader has more room to run following its most recent optimistic Q2 delivery figures. For comparison, Tesla reported a record-breaking 466,000 deliveries in the second quarter, exceeding the consensus expectation of 447,000 from Wall Street.
In a research note, Ives claimed that the quarter's increased production of 479,000 was proof of better capacity and a more favorable macro environment. However, it also considers the future. How many people will use these charging stations? They will be the only game in town when you look at it right now.
That's why you have GM, Ford, and others going toward Tesla. And superchargers, I believe, are the trend today. Battery technology will come next, followed by FSD and AI. Similar to Apple, Ives discusses a services related thesis. Musk and Tesla are only just beginning to monetize. He went on to say that the figures support the idea of a hazy background and should cause the bears to go back into hibernation.
Dan Ies is undoubtedly a Tesla bull. As everyone knows, the announcement of Tesla's alliance with GM and Ford was warmly embraced. Indeed, a few days ago, Tesla's stock reached a new 8-month high, rising 4% to about $244 following the company's statement that it will expand its network of superchargers to include General Motors electric vehicles.
This announcement followed one for Ford EVS. For Tesla, this is a significant monetization potential. In a recent note to clients, Wedbush analyst Dan Ies increased his price target for Tesla by 4% to around $300 at that time. Where are we on the road map of price cuts in terms of Tesla, which Elon Musk has clearly clearly moved to put, you know, growth ahead of profitability.
Yes. And in my opinion, that was the perfect poker play and it has paid off handsomely, particularly in China. Now, look, we believe that 95 to 96% of those cuts are in North America and I believe that last week there was perhaps some overreaction and I believe that more investors are realizing it. So, you've undoubtedly seen a resurgence.
However, margins are currently being negatively impacted at the unit cost. At this point, I believe it bottoms over the next quarter or two before beginning to rise into the following year and that is the yin-yang they intend to attack. However, when it comes to EVs in general, Tesla still rules the planet and everyone else is paying rent and I believe that's getting more and more obvious.
Ies referred to Tesla as a golden EV success story in a letter to customers. "We expect additional names like Hyundai, Honda, Akira, and other major OEMs to follow suit," he said, highlighting the expanding use of Tesla's supercharger network. "Some did, in fact. Numerous competing automakers have given up and consented to join Tesla's network of superchargers." In May, Ford Motor Company was the first to defy convention, and General Motors and Rivian soon followed.
In quick succession, a number of other automakers, including Volvo, Polestar, MercedesBenz, and Nissan, embraced the trend. According to a recent note from Dan Ies of Wedbush, Tesla is expected to receive up to approximately $20 billion in revenue from its new supercharger arrangements with Ford, General Motors, and several other automakers.
Notably, Tesla is also attempting to obtain its portion of the approximately $7.5 billion in government subsidies in the United States that are intended to hasten the installation of up to 500,000 high-speed chargers on the nation's busiest roadways. The Biden administration has been clear that Tesla would only be eligible if other automakers were permitted access to its network.
Spending on Tesla's Supercharger network has been enormous with charging stations costing a whopping $42,000 per hookup. Despite the ensuing financial strain, a report claims that Tesla stations are far more affordable than competitors $100,000 to $250,000 per connector. Therefore, the stock is up 10% this week and down 10% over the past month.
The reason for this is that as I'm trying to figure out the correlation between it and the NASDAQ, if the NASDAQ continues to struggle and big tech as a whole pulls back, this stock will also be vulnerable to that. Do you not think? Yes, of course. We still consider Tesla to be an innovative technology business rather than an autoplay, don't we?
However, we believe that tech equities will rise sharply in the second half of the year. In my opinion, the new IT bull market has already started. Growth will, in my opinion, Ives referred to Tesla as a golden EV success story in a letter to customers. We expect additional names like Hyundai, Honda, Akira, and other major OEMs to follow suit, he said, highlighting the expanding use of Tesla's supercharger network.
Some did. In fact, numerous competing automakers have given up and consented to join Tesla's network of superchargers. In May, Ford Motor Company was the first to defy convention and General Motors and Rivian soon followed. In quick succession, a number of other automakers, including Volvo, Polestar, MercedesBenz, and Nissan, embraced the trend.
According to a recent note from Dan Ies of Wedbush, Tesla is expected to receive up to approximately $20 billion in revenue from its new supercharger arrangements with Ford, General Motors, and several other automakers. Notably, Tesla is also attempting to obtain its portion of the approximately $7.5 billion in government subsidies in the United States that are intended to hasten the installation of up to 500,000 high-speed chargers on the nation's busiest roadways.
The Biden administration has been clear that Tesla would only be eligible if other automakers were permitted access to its network. Spending on Tesla's Supercharger network has been enormous with charging stations costing a whopping 42
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