저자: DanIves · 외국인
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Tesla 하반기 반등 기대. 6월 말 Q2 인도량이 중국 부진의 마지막일 것이며, 8월 8일 로보택시 행사가 'Comeback' 내러티브를 만들어 주가가 하반기에 큰 상승을 보일 것이라 주장. 금리 인하가 수요를 늘릴 것으로 봄. 반면 대형 기술주(Mag 7 계열)는 선거 연도 조정 가능성과 차익실현 부담이 있다고 경고하며, 트럼프 재선 시 EV에 불리할 수 있다는 리스크도 언급. 2025년 EPS 약 15% 증가 전망.
다듬은 글
what do you mean Dan Ives managing director of wedbush that the recovery story has started Tesla's turnaround story requires a Resurgence they had tremendous obstacles in China and now we're witnessing the Resurgence so I believe it did next week is Q2 delivery and I believe it will be the last of some of the worst that China has seen in China a small recovery is beginning naturally Robo taxi day in August marks the beginning of musk's Comeback Kid narrative this stock is going to have a huge run in the second half of the year in my opinion Global demand for EVS has obviously been weak but China is the main source of the problem China was a huge Tailwind for years before turning into a headwind but now that those price reductions are ending Brian you're beginning to notice stability China demand is beginning to rise and I think the stock is telling you and we think next week is just another indication of that must Darkest Days experts on Tesla predict that the company's stock may experience a notable surge in the second half of 2024 as a result of a number of strategic initiatives such as their creative use of financial strategies to increase demand rather than just lowering prices there are many aspects of their possible Market influence to consider we'll go into great detail about the highly anticipated robotaxi event which is scheduled for August 8th and has the poti potential to revolutionize Tesla's revenue streams in addition we will examine the overall state of the economy including changes and interest rates and the possible outcomes of the next presidential election including the possibility of a trump Administration what potential effects might these have on Tesla's stock market performance come along as we dissect these Dynamics using in-depth Data Insights professional viewpoints and a market Trend analysis that may pave the way for Tesla to have an in inedible second half of 2024 this episode is full of insightful information regardless of your level of experience as an investor or your general curiosity about Tesla's future please remember to tick the like And subscribe buttons before we continue let's get started this is Tesla stock news leading Wall Street analyst Dan IES recently predicted that Tesla's stock would see a significant increase in the second half of 2024 the release of Tesla's second quarter delivery figures on July 2nd this coming Tuesday is crucial to this forecast the Stock's performance has risen according to observers as it broke through important resistance levels and momentarily over $200 a share last Friday despite closing somewhat lower this recent surge indicates that investors are becoming more confident that the Q2 numbers could be impressive and could spur additional increases let's now explore what lies ahead for Tesla other significant changes are expected in addition to the immediate attention on the Q2 delivery figures significant strategy advancements are anticipated at the robo taxi event on August 8th which will provide insight into Tesla's future plans according to wall Street's expectations this event could push the stock further higher it's crucial to keep in mind too that Tesla hasn't had a great first half of 2024 with price reductions and lower delivery rates however the second half looks promising due to possible loan rate reductions that would increase demand for Tesla automobiles generally Beyond Tesla the larger market dynamics are also very important with the exception of Tesla large tech companies have been the main drivers of the S and P 500's advances with significant EPS growth anticipated in 2025 a General market rally may be especially advantageous for Tesla stock what do you think will happen to Tesla in the upcoming months viewers do you think that Tesla's performance will be supported by the larger market trends let's talk about how these changes might affect the market environment please share your ideas keep in mind that next Tuesday's Q2 delivery data will be the real test it is anticipated that Tesla would do better than Wall Street predicts which could significantly boost the stock especially as the robo taxi event in August draws near watch how Tesla's stock reacts in the following days as it may signal whether the anticipated rally will occur the performance of Tesla's stock will surely be impacted by a number of factors as we move into 2024 including the Federal Reserves policies and general economic conditions would EV be considered a trumpy portfolio firm if Trump were to win and remove some of these Financial incentives I mean Trump PR musk I would say ultimately a trump presidency would be bad for EVS in imminent threat if economic indicators begin to falter and rapidly deteriorate the consequences could lead to Major Market disruptions this is especially trembling in light of the strong earnings per share increase of about 15% anticipated in 2025 a goal that could prove difficult to achieve in a difficult economic climate we might see significant market capitalization devaluations in such a situation ation especially if the recession is more severe and lasts longer than first thought it's important to realize that official and financial institution economic statistics frequently have a delay which could cause the Market's response to lag behind actual economic changes nonetheless the observable Financial well-being of people and companies frequently offers a quicker albeat anecdotal clue to underlying economic strains these realtime observations can occasionally present A rad radically different image indicating strain that is not inapparent in the more comprehensive e diversifying the Market's attention away from the leading Tech Titans known as the mag 5 or mag 6 which include firms like apple Nvidia Hogle and Amazon would be a more advantageous situation significant profit taking has already occurred for these companies at the end of the first half of the Year anomic statistics it becomes crucial to keep an eye on both the official economic data and the financial reality at the ground level since these factors collectively influence the market environment the Intriguing thing about this is how it fits in with the election season perhaps as a result of government initiatives historical Trends indicate that major downturns are generally avoided during election years therefore although there may not be significant changes in the near future the underlying economic stresses may become more apparent after the election regarding the overall Market if there are declines in large tech stocks like apple Amazon Nvidia and Google we may witness a more widespread Market rally as capital starts to move into other Industries in this scenario the concentrated benefits in big Tech would give way to a more widespread distribution across many Industries which could result in a more robust Market Dynamic overall a noteworthy pattern always shows up when we examine past Market patterns during election years the markets often undergo a large correction of roughly 13.3% on average this year has been unusual though as there has only been a 5% correction thus far this sharp Divergence from past Trends suggests that a more significant correction may be imminent especially in the industries that have propelled the market to almost all-time highs the technology industry particularly the large players known as the mag 5 or M 6 stocks is most likely to be affected by this anticipated correction these equi which include some of the most well-known technology companies have helped the market rise but now seem most susceptible to a decline given their recent quick rise and high valuations these equities have a strong risk of experiencing negative developments it's interesting to note that Tesla's stock appears to be more resilient to Future declines its present price which already accounts for some of the most negative eventualities may be the reason for its resiliency however companies like Nvidia Apple Google and Amazon may not be as well positioned to withstand a downturn in the economy looking ahead Tesla has a bright future in the second half of the Year particularly with the expected rise in demand in 2025 and possible increases in profits the robo taxi debut which will become clearer on August 8th is an important event to observe this invention may have a significant impact on Tesla's performance in the market the possibility of Donald Trump winning the presidency again is causing more Market speculation according to analyst Dan Ives if Trump were to reinl monetary policy his past position on rate Cuts May create a more welcoming atmosphere for companies such as Tesla Market expectations are already being shaped by the expectation of such a president which may help Tesla's stock in the near future given all of these factors it appears like Tesla has a bright future in the second half of the year corrections may occur in the larger market especially in the high-tech Industries but Tesla is well positioned to handle any difficulties head-on what do you think of these projections viewers will Tesla do better in face of more General market volatility please feel free to express your opinions below we always appreciate hearing from you in the long run Tesla's calculated choice to lower financing rates rather than cut pricing seem excitement
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