저자: DanIves · 외국인
요약 보기
Dan Ives는 테슬라 주가가 6~12개월 내 300달러대(275~300달러)에 도달할 수 있다고 주장한다. 중국 시장 회복, 2024년 말 3만 달러 미만 저가 모델 출시 가능성, FSD 베타 사용자 40만명 이상과 로보택시 기대(8월 8일 이벤트)를 근거로 든다. 반면 영상 내 다른 발언자는 마진 축소와 실적 둔화를 우려하며 이사회 보상안 반대 가능성을 언급한다.
다듬은 글
hello everyone I mean I think the stock will have a three in front of it in 6 to 12 months if we look at it from a growth point of view I think it's back up above 300 this is more of an air bubble I believe that margins are starting to narrow and that numbers are likely to be lowo into next year taking into account what Dan said about Battery Technology FSD and autumns I believe it is likely one of the best AI plays out there I see this is more of a chance to pound a table a time to hide in a cave what if I told you that Tesla is about to go through a huge rise and no one is talking about it why do experts like Dan IES have so much Faith some even say I just put all my savings into Tesla what does aan have to hide though and why might Tesla be about to take off today's video will show you what Tesla's next big move will be and why analysts are so bullish on this stock we'll explain why Tesla could be about to have big growth that no one can see coming watch this space to learn what the lawn musk isn't telling investors about this skyrocketing price stay with us as we talk about Dan ives's big statements Tesla's upcoming event that will change the game and why some people are putting a lot of money on this electric giant you won't want to miss what Tesla has planned next as always make sure to subscribe to Tesla stock news for more Insider tips and the most recent news on all things Tesla do you think Tesla will reach 300 that's where we see it at 275 or 300 and I think Tesla is entering the next stage of their growth in other words I believe you are now beginning to turn the corner in China they've had to make some tough cuts to their staff in the end growing returns will go up because of profitability and August 8th Robo taxi day will be a big date for Tesla those who bet against the Tesla story thought that this was going to be the year that everything fell apart there's no question that they've had problems but I think we're now beginning to turn the corner which is part of our thesis the latest prediction by Dan Ives about Tesla is getting a lot of attention and for good reason he thinks that Tesla's stock could reach between $275 and $300 in the next 12 to 18 months thanks to important changes in the market and new technologies investors are giving extra attention to the electric vehicle EV Market in China where Tesla is likely to make a big comeback since more than 40% of all Tesla sales happen in China a big rise in demand there could have a huge effect on the company's bottom line IES is optimistic but it's not just because the market is recovering Tesla is always trying to make electric cars more cheap a model that costs less than $30,000 could come out in 2024 which could bring in a huge new customer base this would make owning an EV easier for millions of people giving Tesla a huge advantage of the mass Market that its Rivals can't easily match it's more interesting to look at the technology behind these forecast especially Tesla's progress in fully autonomous driving today there are more than 400,000 FSD beta users on the road which means that Tesla is almost done perfecting its software for self-driving cars analysts like IES think that once FSD is fully operational and legal hurdles are cleared it could open up a whole new income stream that would put Tesla at the top of the $2 trillion self-driving car market from self-driving cars to package delivery robots SSD could become Tesla's most valuable asset changing the future of transportation and a big reason for the skyrocketing price of its stock I for one think I will vote no take a look at what Elon has done he built one of the most important companies of our time but I think it's a bad idea to ask him for a $55 billion P/E increase right now when you've missed your quarterly numbers growth is slowing down and you've fired half of your staff a lot of Pension funds around the world let calps and K staras which are on the board are very likely to vote no that's what I think this is really about that's what I think will make people vote no next week is going to be a mess I believe everyone will be watching I'll tell you right away why when you look this means that a model price below below $30,000 would greatly undercut not only Tesla's own lineup but also many competitors further solidifying Tesla's position is the leader in the EV market cost isn't the only thing that makes things exciting Tesla's Innovations in self-driving cars could also be the main topic of this event Tesla is already way ahead of the competition when it comes to fully self-driving software the company could release new updates that bring its plans for a robot car closer to reality and imagine that towns all over the world are served by fleets of self-driving Tesla taxis this is what Elon Musk has been working toward and the event on August 8th could be a big step toward that goal as a result the robo taxi Fleet could change the way we travel by turning cars from personal belongings into tools that make money Elon Musk has said in the past that a fully operating network of robot taxis could make Tesla's value go into the trillions analysts think that by 2030 the world market for robo taxis could be worth as much as $1.2 trillion Tesla is likely to get a big piece of that pie since production for this Fleet could start as early as 2025 this event could be the start of Tesla's next big growth phase 2025 will be a turning point not only for Tesla but for the whole car industry it's not just the steel all of these new features include their own battery cells 800 volt design an oval steering wheel and you know Dynamic suspension sure there are a lot of cool things that I think are cool but to make sure that all of those cool things work there will be a lot of little Tech problems that keep coming up until they get it fixed that's what happens every time a new car is released at this point in the company's growth I find it strange that they picked a vehicle with so many things that could go wrong yeah and it's funny because in isaacson's history of musk it was revealed Dena that Tesla designers were so scared of this design that they were secretly planning to make and design their own truck some people like Dana Hull say that Elon musk's attention is too spread out between all of his projects from SpaceX to neuralink and now XI however a lot of investors see this as one of Tesla's best qualities musk's work on a number of Cutting Edge Technologies could actually help Tesla grow rather than being the nuisance is businesses especially those that deal with AI and self-driving cars not only work well with each other but they also help each other out this creates relationships that could speed up Innovation across all of his companies musk's new AI company aai for example is working on making Advanced AI models that could be added to Tesla's full self-driving technology in the future making it much better these AI models could help Tesla cars understand their surroundings better make better choices about how to drive and eventually lead the way level 5 autonomy which means that Vehicles can run themselves without any help from a person experts say the market for self-driving cars could reach $2.1 trillion by 2030 thanks to these Partnerships between companies Tesla is in a good situation to get a big piece of that musk's work at SpaceX also gives Tesla access to cuttingedge aircraft technologies that can be used in Tesla's electric cars and Manufacturing processes spacex's knowledge of material science for instance could help Tesla improve the development of its batteries or even help make cars lighter more fuel efficient and longer range one reason why musk's companies are often seen as competitors in their fields is that they allow ideas to flow between them neuralink another one of musk's businesses is making progress in brain machine interface technology eventually this could allow Tesla cars to directly communicate with human thoughts or neural commands which sounds like something out of Science Fiction but could completely change how we use machines even though this may still be a long way off musk is laying the groundwork with neuralink and Tesla for a future in which Ai and self-driving cars are deeply integrated into daily life many buyers still think Tesla is a good investment because of how everything is linked musk's many projects are not seen as distractions by them instead they are seen as working together to push Tesla to new heights these businesses could work better together which would not only help Tesla in the $46 billion market for electric cars but also put the company at the top of new industries that haven't even started yet don't forget to sign up for tesl stock newws to get more information breaking news and in-depth analysis about Elon Musk Tesla and the future of electric cars learn new things and stay ahead
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