저자: DanIves · 외국인
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Dan Ives는 테슬라 주가 목표를 기본 $350, 낙관 $400으로 제시하며 가격 인하 전략을 긍정 평가. 가격 인하의 95%는 이미 지나갔지만 반응은 강할 것이라 주장. 슈퍼차저 네트워크가 2030년까지 매출의 3~6%(100~200억 달러)를 차지할 수 있다고 봄. FSD·AI, Dojo, 휴머노이드 봇, 배터리 사업(Redwood Materials 포함)을 장기 성장 동력으로 강조. 테슬라 비공개화 가능성도 언급.
다듬은 글
about Tesla. What is the bullish forecast for Tesla? We have 350—the base scenario, 400—the optimistic one. Listen, I think the price cuts have worked phenomenally so far, and we like that strategy. Although 95% of these price cuts are behind you, you will see a strong reaction, but it is hard to argue with what I think was a masterful poker move by Musk.
What is the bold prediction for Tesla? He wins, they worked, and we love this course. Even if 95% of these price drops are in the past, you will see an overreaction. But it 's hard to argue with what I feel was just a great poker move by Musk. A Tesla analyst just revealed some extremely important catalysts that could send Tesla stock soaring to $350 in no time.
Tesla holds a strong position in the electric vehicle industry. With sophisticated technologies, growing manufacturing capacity, and a broad product portfolio, it's easy to see why. The ultimate advantage is a loyal and growing customer base who love its products and what it creates, as well as its vision for various businesses that are likely to bring the company great revenues and profits in the future.
These are the thoughts of Dan Ives, an analyst at Weed Bull Securities, who has been following Tesla for a long time and recently noted in a new note: "This will push the company's stock back up the charts." Let's listen to what he just said. Buying Twitter, distractions at SpaceX, and Tesla facing stiff competition.
Examining Barons, they discuss BYD's market share and how Tesla is four times behind . Is Tesla becoming less popular? I know you've been a Tesla fan for a long time . Many people love Tesla. It was interesting to watch 232. It is also a battery company. You know, it's not just a car company. Where do you think Tesla is headed?
I think this is the Tesla universe. Everyone else is just renting space. I think this is just the first step in an unfolding growth story. The level of protection is as deep as what we see on superchargers. Ultimately, we feel it will be the battery. You will get FSD, not the " golden goose" in the field of AI.
And I talked to Gerber, the Gerber team, the Gerber hockey team, you know, thought leaders when it comes to the vision of Tesla. And I guess this is a moment to get out the popcorn, watching where it all leads in this " green" wave. Okay , but remember, it's not just success stories like Rivian, you'll get a lot of them quickly.
Ford, GM, and of course some European players will be among these transformational companies, which simply indicates that this $5 trillion green wave will have many winners. Ives believes Tesla's dominance will extend beyond just cars and extend to batteries, FSD, and even AI. In his opinion, production figures, a successful energy business, the continued development of Autopilot and FSD, an unrivaled battery ecosystem, and increased production scale—all contribute to Tesla's strong financial position .
Welcome back to the Tesla tomorrow channel, friends . Dan Ives explained in a recent interview why he believes the Supercharger network will generate 3 to 6% of Tesla 's total revenue by 2030, or $10 billion to $20 billion. According to him, this is due to the recent launch of the Tesla Magic Dock, an adapter that will allow electric vehicles from other manufacturers to charge using the NACS standard.
This gives Tesla an additional opportunity to expand its network of charging stations for its entire fleet of electric vehicles . He also noted that he sees this as another smart move by Elon Musk in the long term, as the Supercharger network is a significant source of monetization . Laying the foundation for a successful transition to electric vehicles over the next 10 years, Tesla is now gaining increasing market share in the home charger ecosystem.
The Tesla Supercharger network is more than just a collection of charging stations. This is a growing financial giant. But before we continue, if you like this kind of information, hit the like button, subscribe, and turn on notifications to stay up to date with everything that's happening with Tesla.
Large-scale entry into the field of electric vehicles . Tesla is still playing the nostalgia card. Remember the days when Model S and X owners could charge for free? Those days are gone, but Tesla still knows how to entice customers. As of June this year, Tesla was giving new Model 3 buyers three months of free unlimited charging at Superchargers.
This was a great benefit for consumers and a smart move to make the charging station network more attractive. Tesla is laying the groundwork for this additional business to turn into financial power through the use of Supercharger stations. In addition, Tesla's FSD and AI package is another important factor in the company's profitability growth, which, together with Autopilot, will expand its entire potential market.
This package has already collected over 150 million miles of data, continuing to improve its performance through training neural networks. If you know enough about Tesla, you understand that it is a corporation known for its progressive and innovative approach to technology. Tesla has recently made huge progress in AI and robotics.
Because the company believes that the future of autonomy lies in advanced AI for vision and planning, supported by efficient use of hardware for logical inference, Tesla has developed a number of AI-powered products, including vehicles, robots, and more. One of the most exciting developments in this field is the Tesla Bot—a versatile humanoid robot capable of performing a wide range of tasks.
Tesla Bot is designed to be safe, friendly, and easy to use. Another significant achievement of Tesla in the field of AI is the Dojo system. The Dojo system is a supercomputer designed to train AI models on a scale never seen before. The Dojo system can process huge amounts of data and quickly train artificial intelligence models.
Tesla's AI technologies have many more possible applications in the future. For example, they can be used to create fully autonomous cars capable of navigating their environment without human intervention. The technology can also be used to create robots capable of performing dangerous or repetitive tasks in a variety of environments.
Tesla's AI strategy is a promising development that could transform many industries thanks to its focus on advanced AI for vision and planning, complemented by efficient use of hardware. Tesla has every chance of becoming a leader in this field. Dan Ives also emphasized the importance of Tesla's battery business.
One of the main pillars of Tesla's strategy to accelerate the global transition to sustainable energy is its battery business. In addition to electric vehicles, the company produces solar panels and solar roofs for renewable energy, as well as energy storage systems for homes, businesses, and utilities.
Tesla has a competitive advantage in battery technology due to its significant investment in battery manufacturing, research, development, and processing. This is one of two reasons why Tesla's battery business will become an important source of revenue for the company, helping to achieve economies of scale and minimize prices.
Tesla has teamed up with Panasonic and other suppliers to produce its own batteries at its gigafactories. The company also has a subsidiary called Redwood Materials, which creates a closed battery supply chain by recycling valuable materials from old batteries and making new ones from them. Tesla has growing demand for its battery products, both for its own electric vehicle production and for external customers.
Tesla's patented battery packs, which deliver superior performance, range, and efficiency, power its electric vehicles. Such characteristics are critically important for every Tesla investor and should be kept in mind as they form the foundation of the company's value. Do you think Ives' views on Tesla's latest developments are justified?
Write in the comments below how much you think Tesla is worth. And to learn more interesting news about Tesla, click on this video on your screen. See you there. For example, financing the buyout and managing the transition process can become a very difficult task. Additionally, Tesla must ensure that all shareholders are treated fairly and that its mission to accelerate the world's transition to sustainable energy is not jeopardized.
Overall, this looks quite beneficial for Tesla, and the advantages of privatization clearly outweigh the disadvantages associated with it. This could be a game-changer if the automaker can pull it off. For now, it remains to be seen whether Tesla will become a private company. However, Elon Musk's history of out-of-the-box thinking suggests that this concept could resurface in the face of Tesla's ever-evolving market and electric vehicle industry .
We believe this move, if it becomes a reality, will undoubtedly be monumental and have far-reaching implications for Tesla and the future of sustainable transportation. What do you think about this ? Could Tesla take a step toward privatization? Let us know in the comments below, and let us know what your estimate of Tesla's value is.
Click on the following video that appears on your screen to learn more about what Tesla has been up to in recent days. See you there.
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