저자: DanIves · 외국인
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Dan Ives는 중국 EV(BYD, NIO)가 유럽 시장을 공략할 것이며 미국 진출은 시간문제라고 봄. 중국 시장은 테슬라 성장의 핵심이라고 언급. 관세 관련 우려에 대해 중국의 보복 가능성은 낮다고 평가. 진행자 Mitch는 NIO를 최고의 EV 기업으로 치켜세우고 Pony AI 매수 의사를 밝힘. 진행자는 '금융 조언 아님'을 명시했으나 과도한 낙관 톤이 강함.
다듬은 글
we must stay informed as investors even on the weekend we do not have an off day hi guys welcome back to my channel the wealthy mindset it's yours truly money-making Mitch and as usual guys this is not Financial advice please do your own due diligence and research what do I have for you guys on a Saturday morning you see sometimes the truth is spoken out loud sometimes when some of these analysts go on these news stations uh the anchors and the reporters ask them questions but did not expect the type of answer they will get because it is not in line with the administration and with their red rck so take a look at this clip and then we shall discuss it if the barriers go up if the war gets a little bit higher for Chinese players do the Chinese do the same thing to us players that's the worry right I me the retaliatory is the last thing that you need from a Tesla perspective and I think this is something everyone's been waiting for because the reality is given the prices of the Chinese EVs and what I've seen firsthand it would be very tough from a competition perspective retaliatory definitely could happen this Game of Thrones continues to play out you mentioned the product can we talk about that a little bit more I don't think enough is said about that I think a lot of people often consider Chinese products to be cheap imitation of maybe us Innovation are you seeing that out of China how good is the product I mean byd is special I mean and I think that's I think from a competition perspective Tesla seeing that in China I still view it as there's going to be many winners there but when you look at byd you look at Neo and others that comes to the US that's a major competitive issue especially when it comes to Detroit the 313 area three has bet so much on EVS so they you're really protecting that for Detroit as well as ultimately even for Tesla domestically uh byd gave an interview to the Ft yesterday where they basically said by 2030 we're going to be the biggest EV car maker in Europe no one else is going to be able to hold a candle to us is Europe next is that the ne next risk for the Chinese EV sector yeah Europe's front and center I think that's going to be the Battleground and look and that's something not just for Tessa for a lot of the German autom makers and others and Beijing has sites there and I think what we're seeing here is even though EVS is moderated Global and of course that's been a black eye for the industry it's still the massive transformation probably the biggest one we've seen since 1950s and that really I think Europe's going to be the next Battleground I say that black eye for the industry it hit Tesla really hard and their Saving Grace was that they went to China that musk met with she and he got these measures that seem to indicate autopilot can exist in China so if that's taken away what happens to Tesla what happens to share prices and our confidence in them look and that's why must 10% politician 90% CEO we say the same thing with cook China is the hearts and lungs of the Tessa growth story when I look at FSD autonomous I in the first step now toward what could be you know I think a ultimately a golden Vision now from a from an autonomous perspective but China is the hearts and lungs of the Growth Store and that's well known it's been a headwind but we do believe that you'll start to see a tow in next coming quarter all right guys welcome back now even though the analyst IES uh very reputable analyst said that he's from we Bush that um he expect lashback from China with the tariffs possibly it could be targeting Tesla I don't I still say I don't believe that I don't think China will lashback in terms of the green industry because there's no reason to there's no competition um however there might be flashbacks with other industry like they might say like the last time when uh the Trump Administration banned wuwei and were putting heavy tariffs on Chinese Goods China lashed back with um corn and soy and different things like that like they were imposing har in fact they banned I believe soy at one point from the farmers so the farmers were allowed to plant hemp for the first time so in a long time so Dan IES said that Eevee makers will aggressively go after Europe and I said that was coming as the Biden Administration prepares to increase tariffs from 25 to 100% next week the this coming week here as a case in point I mentioned byd and Neo oh yes he did to show the superiority because I don't know if it was in this clip but the analyst asked him well a lot of Americans say it's cheap knockoffs you know and he I don't think he expected Dan IES to say the truth on there but Dan I said the truth right when he talked about byd and Neo uh no it's not cheap enough knockoffs my friend actually Tesla is a cheap knockoff compared to them both of which are present in several European markets he said you're going to see the Chinese players aggressively but why did he pinpoint byd and Neo finally the analysts are saying the truth you see they understand now that Neo like I've been saying is a raging volcano that's going to dominate the landscape because they all have to come to us like I jokingly always say they all have to bend the Nita emper Le but what do I mean by that they all have to come to us because we are the future of gas stations we are innovating at a faster Pace we are the top luxury premium brand in the world in the world we dominated the Chinese market Neo did in the premium SE segment and now we're going to dominate it in the sub brand segment because we have envo which is Superior in technology the the the CEO said that we we have battery as a service we have quick charging it's on the 900 volt um segment we have everything that is needed in a sub brand which is actually almost like a premium brand if you think about it so he said you're going to see Chinese players aggressively go after Europe about zika initial public offering he said the analyst highlighted the performance of the stock in the first day as the shares of the premium brand from Gil group surged over 34% ironically but I still say guys I'm keeping my eye on Pony AI when they come out I'm going to be grabbing up some shares of that because I already have shares in and I'm going to continue to average down for my son in the number one EV company in the world that's going to dominate the landscape Neo because of their business model I want the number one robotaxi company in the world which is going to be which is is Pony AI at the at right now they have um they're actually testing Robo taxis in California I'm sure a lot of you guys didn't know that so they are secretly testing uh Robo taxis in California already Pony Ai and they already operating Robo taxis in China they are the largest Robo taxi company in the world so he said that ironically talking about what we saw today in terms of zika IPO uh ironic timing just showing how successful some of these Chinese eveve players are I've said stated about the possible expansion to the US the analyst said it's a matter of time it's a matter of time just like the Toyota Playbook like some people come some of the shorts will come out and say oh they will never be allowed to come here shut your mouth shut your mouth you fool so Dan Hive said about a possible expansion in the US the analyst said it's a matter of time and I said it and I'll say it again I believe it will be after the elections highlighting The increased adoption of electric vehicles over the last years but when it comes to the US look it's a matter of time I mean they're going to come here and when you look at the 313 area code and what's happening in Detroit a lot of EES I mean there's a lot of credibility of the line here for G on the line here for GM for Ford and others by the the administration you're starting to see more and more pressure that's why we're seeing these tariffs when asked about the concern of the listing Chinese firms from the New York Stock Exchange has happened with the ride healing giant DD listen to this let me say it again when asked about the concern on the listing Chinese firms from the New York Stock Exchange has happened with the ride haling giant DD which I still have shares in them in fact I have shares in them um with um Charles Schwab and they I can still hold my shares when asked about that the listing Prospect EES IES dismissed the idea however he admits a more restrictive process for IPO of Chinese firms I don't think there's a concern he says I think a lot of that's already been vetted you know the fact that it actually got here and rang the bell and I think also it's important in terms of what we saw for New York Stock Exchange in terms of IPO we're going to see some of these IPOs come through but it's going to be a much more restrictive process but I do not expect what we saw with DD to see a similar thing here he said on Friday all of all the other us listed Chinese Eevee stocks two and 5.5% on reports that the US Administration set to increase the tariffs so people panic right that the tariffs are going to increase but what he's saying is that it's just a matter of time they will come here and and it will be like you see the uneducated investor always do that they poop their pants and Run to the Hills like sheep and the lions come out feeding because right after they pooped their pants and sold this guy come out and said well they will come here it's just a matter of time he also went on to say before I forget let me say this that the Tailwinds are coming in the next quarter because you see people poop their pants and not realizing and I'll say it again China has the largest car market in the world this is why Tesla will fail if they had only stayed in America they had to go in the largest car market that's only when they become profitable so whether we come to America or not we will be profitable in China with envo with all of the other things we're doing the phones making our own inhouse chips selling back energy to the grid selling battery swapping which which we you know we're doing about 100,000 swaps a week that will increase to about about maybe 500,000 a week by the end of this year maybe a million a week so also he said Europe is the next Battleground but he described China as the heart and lungs of the growth story let me say that again he described China as the heart and the lungs of the growth story because here while it was being suppressed by the White House by you know the Republicans and Democrats keep fighting China is saying grow it let it go let it run we're claiming we want green energy in the world but yet we trying to suppress it h that does not make sense so China was the heart and lungs of the growth story and still is um so I expect like he's saying the Tailwinds are coming in the next quarter why especially for Neo because of envo the release of envo etc etc but also because we're going to be flooding Europe while and I've said it and now the analysts are saying it while we get left behind here in America because of policies Europe is going to be embracing it so I hope you guys on a Saturday found this video to give you more confidence to understand what's happening how the game and the political field is played and how we have to sift through the game and keep investing because the tides will turn it will turn if this video gave you guys confidence to keep buying more shares come Monday come next week come the following weeks in order for you to become millionaires because we have found a gem do not forget to hit that thumbs up guys if you haven't yet subscribed you might want to think about doing so because in this channel we have that Warrior mindset like 50 said we get rich oh we die trying guys
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