테슬라 타이밍 사실상 공개한 캐시우드

요약 보기

테슬라 주가는 로보택시 상용화와 FSD 발전으로 향후 5년 내 주당 2,600달러에 도달할 것이라는 캐시 우드의 전망을 중심으로 한 영상이다. 국내 전기차 시장 현황: 8월 기준 국내 신차 판매에서 전기차 비중이 18.4%로 역대 최고를 기록했고, 수입차 중 전기차 비중은 40%에 달한다. 전기차 매출 1위는 테슬라 모델Y가 차지하고 있으며, 전기차 비중이 늘수록 테슬라 점유율도 더 커질 것으로 봤다. 중소 완성차 전망: 전기차 비중이 신차 판매의 50%까지 오르면 GM 한국, 르노 코리아, KG모빌리티, 쉐보레 등 중소 완성차 업체는 생존이 매우 어려워질 것이라고 주장했다. 기업명은 발언 원문 기준으로 정리했다. 캐시 우드 활동 재개: 올해 상반기에는 조용했으나 테슬라 로보택시가 6월 22일 텍사스에서 출시된 뒤 8월부터 활동을 재개했고, 9월부터 본격 운영되었다고 언급했다. 테슬라 목표 주가로 5년 내 2,600달러를 제시했다. 테슬라 경쟁력 논리: 포드, 지리 등은 대량 생산 능력은 있으나 자율주행 기술이 없고, 자율주행 기술 기업은 양산 능력이 없어 수익 구조가 나오지 않는다고 봤다. 테슬라만 대량생산과 자율주행을 모두 갖췄으며, 수직 계열화로 수익 구조를 만들 수 있다고 주장했다. 머스크가 사이버캡을 내년 본격 양산한다고 말한 점을 근거로 들었다. FSD 기술: FSD 버전 14(14.1)가 순차 배포 중이며, 버전 14는 버전 13보다 정밀하고 부드러우며 민첩하다는 평가를 인용했다. 사람의 손동작·표정 인식 등이 가능해졌다고 설명했다. 테슬라는 실제 영상이 아닌 신경망 기반 가상 월드 시뮬레이터로 엣지 케이스를 학습한다고 소개했다. 모건스탠리 등 평가: 모건스탠리의 애덤 조나스가 로보택시 기술이 모두의 예상보다 빠르게 개발되고 있다고 언급했다. 테슬라 자동차 사업 가치 평가가 정당하게 반영되면 자율주행 섹터에서 두드러질 것이라는 논리다. 결론적으로 로보틱스, 에너지 저장, AI의 융합이 로보택시와 휴머노이드 로봇 분야에서 핵심이며, 테슬라가 아이폰급 성장 엔진이 될 것이라는 것이 발언자의 핵심 주장이다. 캐시 우드의 타이밍을 신뢰해야 한다는 입장이다. 출연자 전망 요약: 테슬라 주가는 중장기적으로 상승 전망이며, 근거는 로보택시 상용화, FSD 발전, 전기차 시장 성장이다. 단기 구체적 가격 목표는 제시되지 않았다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. hello. Korea is also transitioning to the era of electric vehicles . They say that among the top ten new cars, four are electric vehicles and hybrids . A change in perception is beginning . Among them, the Model Y naturally takes first place in the electric vehicle segment . As of August, electric vehicles account for a whopping 18.4% of new car sales.

02. It is 4%. All-time highs are being recorded. Especially in the case of imported cars, 40% are electric vehicles. The place where the overwhelming number one in revenue in the electric vehicle market comes from is none other than Tesla and the Model Y. And since the proportion of electric vehicles is expected to rise in the future, Tesla's share of revenue will grow even larger.

03. As the proportion of electric vehicles gradually increases domestically and many Tesla cars enter the market, companies such as GM Korea, Renault Korea, KG Mobility, and Chongqing are bound to fall behind. If the proportion of electric vehicles in new car sales rises to 50%, it will be very difficult for mid-sized automakers to survive.

04. This is very natural. Just as feature phones disappeared with the advent of smartphones, the widespread adoption of computers has led to all documents being created on computers rather than written by hand . It can be seen as a very natural phenomenon . And now we need to focus a little more on Cathie's Wood .

05. Because Cathie's was very quiet during the first half of the year. You could say that this year's activities began in earnest starting in September. From this point on, he began appearing in media interviews again and started quoting Tesla's target stock price. Because Cathie Wood's activities resumed in August as Tesla's robot taxis were launched in Texas .

06. Until Robot City was released, Cathie's Wood was very quiet, but with its release, you can see that all of this starts again . In fact, the exact date was June 22, but as Robot City became known to the public and received media coverage, people began to realize that Tesla was operating robot taxis starting in August, and Cathie Wood also posted in August that Tesla robot taxis had started and began full-scale operations in September.

07. At the same time, they are saying that Tesla's target stock price will reach $2,600 within five years . Ultimately, to become a humanoid robot, it must become a robot taxi, but since robot taxis have not been released yet, it remained quiet until the robot taxi was released, at which point activities resumed .

08. So, in fact, it is a very easy game where you just have to hold out and win by calmly waiting for the number of cities in Robot City to keep increasing . This is because automakers like Ford and Jihang know how to mass-produce, but they do not have autonomous driving technology. Autonomous driving tech companies are constantly looking for ways to solve autonomous driving, but they do not know how to mass-produce cars.

09. In that case, would it work if automotive companies and tech companies merged and made it together? The profit structure will not be generated. The profit margin is low. Therefore, if you search both the East and the West, Tesla is the only company in the entire world capable of handling both mass production of automobiles and autonomous driving technology .

10. To make this a revenue structure, it must be built through vertical integration, and Tesla is the only one. Musk says that he is seeing Sawyer's writings accurately . In that case, the CyberCap, which will go into full-scale production starting next year, can be seen as the culmination of all the technology Tesla has accumulated over the years .

11. It will be the final masterpiece of the automotive world . As CyberCab is offered at a lower price than public transportation, it will lead to a massive increase in sales volume . And Tesla FSD is being transmitted up to version 14.14 1 . But not everyone gets version 14 . People in the U.S. are asking Musk to please use version 14, and Musk is posting that it will be available soon .

12. I think the wide release of version 14 might come out soon. As for the first impression of version 14 in Arc, compared to version 13, it is described as more precise, smoother, and agile in a reliable way . He says that he drove 90 miles from LA to Orange County using FSD, and it was amazing even though it was version 12 .

13. We can no longer criticize this recent FSD evaluation as a lie . It is now becoming a complete reality . FSD can recognize things like human hand gestures and facial expressions . It moves according to that . There were so many writings like this. Ultimately, when it comes to setting the ultimate goal that Tesla will reach, artificial intelligence must independently verify the state of the human condition.

14. Only then will the technological capabilities be directly transferred to Optimus, enabling Optimus to perform various tasks. And the point is that Tesla is currently the only company capable of this . Why did Cathie Wood start his activities in earnest after Robotech was released? All the answers are here.

15. Currently, Tesla states that it has built a neural-only world simulator to experience all edge cases and push autonomous driving to more extreme situations than reality. It is a virtual world where you can train your driving, although it is not actual footage . Tesla will experience far more accident cases than humans in the future, and naturally, it will become a much better driver than humans.

16. Actually, you could say that they are already doing well. Morgan Stellet and Adam Jonas say that robot taxi technology is being developed faster than everyone expected . It is time for Tesla's automotive business valuation to exit the scene. With the valuation of Big Se 7 coming in properly, it is set to stand out in the autonomous driving sector .

17. We must trust Cashwoody's timing right now . Because Tesla rarely engages in mergers and acquisitions and says that 90% of its growth comes from its own internal growth. Tesla created a core impact in the Euro from scratch, and that is why it is very difficult to match Tesla's technological prowess.

18. It means that a monopoly is possible, not competition . Actually, in the case of Apple, it is a company that started with computers . There are MacBooks and iMacs, but it was the iPhone that made Apple what it is today. Just as Tesla's electric cars were the MacBook and iMac, I think the recently emerging robot FSD technology is like the iPhone.

19. I believe the growth engine will be much larger than before . Have a great day today as well. See you in the next video. thank you 2600. What is capitalizing on is this convergence that I mentioned robotics, energy storage and AI that convergence in the robot taxi space is pretty much the same convergence in the humanoid robot space. Yeah.