저자: DanIves · 외국인
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Dan Ives는 중국 판매 회복과 Robotaxi(8월 공개) 기대를 근거로 테슬라 반등이 시작됐다고 주장. 트럼프 행정부가 EV 보조금을 축소하면 테슬라에 유리하다고 봄. 시가총액 1조 달러 도달 가능성 언급. Cathie Wood(ARK)는 2029년 목표가 $2,600(강세 $3,100, 약세 $2,000) 제시. 중국 시장은 2023년 부진 후 2024년 회복 조짐(주간 등록 17,500대). 영상 제작자는 테슬라 주식이 '좋은 매수'라고 결론.
다듬은 글
joining us now is the aforementioned Dan IES managing director of course at wed Bush what do you mean the recovery story has begun The Comeback story for it need a comeback I think it did because they had massive headwinds in China and now we're seeing the comeback play out now two c deliveries next week I think that's really going to be the last uh of really some of the worst that we've seen in China we're starting to see a mini recovery in China the comeback story for musk is starting with of course robot tax a day in August I believe this is a stock that's going to have a massive run uh second half of the year what do you think has been then that headwind that you talked about is there one thing you could point to look EV demands clearly been soft globally but it's really about China I mean China was a massive Talon for years became a headwind but now Brian you're not seeing those price Cuts anymore so you're starting to see stabilization China demands starting to increase and I think the Stock's telling you and we believe next week's just another sign of it is that the worse is in the rearview mirror for musk and Tesla recently wed Bush analyst Dan Ives made some resounding statements saying that Tesla's comeback has only just begun and adding that the upcoming presidential elections in the United States could be a major key in defining Tesla's future this is because one candidate being elected would be great news for musk's company which has faced numerous challenges of late so in today's video we're going to talk about why Ives is bullish on Tesla how would the Presidential elections affect the company's future and why Tesla stock is still a good buy for investors if if Trump wins and and rolls back some of these Eevee Financial incentives don't know if he will but let's say he did would Tesla have a natural advantage over its customers because of its price point in other words are they kind of dare I say a trumpy portfolio type company oh I'd say I mean Trump PR musk and I'd say it's bull a trump presidency would at the end of the day be bullish for Tesla negative for EVS then we saw that when you showed that across well rivy and others but and I think it also speaks to the Biden Administration musk has really been an afterthought in a trump Administration he's been actively ignored I mean President Biden I think two weeks ago tweeting out something like we're going to make EVS in America and like he got ratioed and people are like um Tesla M and I already does and I think if Trump's in the White House musk gets more front and center that's bullish for Tesla especially if you start to see those EV rebates roll back negative for the industry bullish for Tesla but that's the point if something is somebody buys decides to buy s an EV Silverado from GM in part because they get 7500 bucks right if that goes away they might say you know I just can't pay that you know I'm going to go with a Model X and they've already scale if you look at their scale and you look at their pricing they are in a massive position of strength and that's why I think as as you start see more signs a trump presidency that is bullish for Tesla Dan Ives stated recently that he believes that Trump in the white house would be good news for Elon Musk and by extension Tesla whom he believes was actively ignored by Biden's Administration in favor of unionmade electric vehicles although Trump has always been very critical of Biden's administration's continuous promotion of electric vehicles justifying this by saying that Americans should always have an option of buying gas cars musk has mentioned recently that Trump openly told him that he is a big fan of the Cyber truck bearing in mind that Trump has been vocal on numerous occasions about his admiration of Elon Musk as an investor and entrepreneur he even stated recently that he might offer musk an advisory role if he would wins the presidency IES believes that with Trump in the White House musk would get more front and center it would not be too surprising for him to see Trump's Administration openly supporting musk and Tesla as it is already among the companies that can function without federal tax credit furthermore Trump's Administration is known for its Pro bus stance which includes tax cuts not only that they are also known for not being super strict on regulatory aspects in business these these two factors combined can lead to an economic atmosphere that is in favor of businesses like Tesla which can lead to an increase in Investments and consumption rates subsequently leading to an overall economic growth and on top of these imaginations there are also other factors that can play a key role in Tesla's future as the company is witnessing big changes as we write this so what happened exactly uh what about you've got you mentioned that you think EVS or you're projecting that EVS are going to be 75% of the market in 5 to seven years so what happens when you have let's say a trump presidency who seems to be highly anti-e it's so interesting to see Elon Musk and uh former president Trump cozying up to one another again isn't it and um I I actually think if you think you know in terms of Tesla being becoming the Marquee auto manufacturer here in the US um I think he'll rally around that you know Trump trump can he's he's very practical is it's a great Insight I I love how you have this this view of Elon he's like he's doing that for a reason he's not a knucklehead he's doing for so why does he send all these political tweets do you have a rationalization for that you know I think uh Elon has learned that no publicity is bad public publicity and he's just out there effectively advertising himself and therefore his cars brilliant answer thank you for years Tesla has suffered in the Chinese market as they faced a significant challenge in the demand for its Vehicles due to the intense competition as local electric vehicle manufacturers offer a cheaper alternative to the American Tesla the year 2023 was quite disappointing for Tesla China as the sales were very poor and inadequate yet on the contrary 2024 has been a good one for Tesla so far a prime example is the last week of this year's June in the mentioned week solely Tesla China has witnessed 17,500 new vehicle registrations a record for the electric vehicle Giant in the Chinese market moreover according to many reports Tesla has been trying to boost and expand its Sales and Service teams in China rehiring many of the staff members who were laid off during the company's latest layoff round so after a long wait these challenges in the Chinese market are finally starting to diminish which is massively contributing to Tesla's comeback Story how important is China to Tesla the Chinese market comes second for Tesla in terms of Revenue generating around 21.75 billion in Revenue coming right after the American that generates $45.2 billion and in any case an improvement in a gigantic market like the Chinese marker is definitely big news for any company taking into account its staggering 1.4 billion population in addition to this news Tesla is set to unveil its self-driving Robo taxi in August and according to IES this is expected to be an incredible Catalyst that can push Tesla's market cap to an astounding $1 trillion again with all of this in mind what do investors think of Tesla's current stock nvesting in Tesla brilliant man somewhat tormented but in his own words he even said I shoot myself in the foot so often I should invest in cavalar Boots when he says something like that I'm wondering what kind of guardrails are there to protect us investors from his natural tendency I mean I love the man but I'm kind of like and Kevin I think sometimes you're frustrated by some of the things he does as well so I'm just kind of curious on your take yeah and I've had the the privilege of meeting him and the team around him which is really important um so I think and and Robin denholm chair um so learning about the people around him Robert's great I met her at the shareholder meting she is amazing um very solid very objective very um you know and so having met him I I feel like I know him in a way he cares so much about Humanity it's a big a big uh a big weight on his shoulder to save us from ourselves environmentally and you know whether it's you know prevent censorship or whatever um he he is a very good person and I realize he gets he gets he says crazy things and you know he is a little trump-like in some ways because because what I say to our investors I watch what he does from a technology point of view he is so laser focused more than any CEO and the other thing he has going for him that I don't think very many CEOs have going is he's he's a maestro of the convergence among technologies that is taking place in this technology Revolution uh Robo taxis or autonomous taxi networks are you know the convergence of robots energy storage and AI you know most people when they think of a company like Tesla they think of Autos sure he wasn't thinking that way at all and I think he's capitalizing on you know the convergence among Technologies and will continue to do so um in a way that are is going to surprise people I think so for my own um you we have to of course do our due diligence and make sure that uh you know that the management is strong intact and has the right kind of incentives and all of that um I think a lot of what he has done and been rewarded for is this thought that no publicity is bad publicity and so it gets everybody talking and up in arms but he says what he really thinks there's there's conviction there so um again we just have to and we regularly have calls with the management team around around more more so than Elon right uh but we do meet with Elon from time to time I don't like to meet with CEOs too often uh just because we need to keep objectivity and really the business people around him you know who are executing have to have to have their marching their leadership you know lead from investor relations Martin I know he just left but he was always a good oh he was wonderful Dan Ives believes that Tesla is indeed on its way to A1 trillion market cap from its current $620 billion despite the stock being down 20.3% year-to date after closing at 197 recently Cathy wood Ark invests CEO who's known for her extremely bullish opinions on the electric vehicle company has recently revealed her new price Target prediction for musk's company valuing it at $2,600 per share by the year 2029 with a bease price target of $2,000 and a bull case of $3,100 the new price Target forecast expects Robo taxis to represent 63% from Tesla's overall Revenue by 2029 electric vehicles to represent 23% and the remaining 1% to represent the revenue from insurance and energy storage wood expects Tesla's Revenue to reach unprecedented Heights $1.2 trillion by 2029 an ebit dah to stand at $440 billion and if Wood's price Target prediction comes true this would consequently enlarge Tesla's market cap to range between $7 trillion and $10.9 trillion making it the world's most valuable company this isn't Wood's first big prediction for the electric vehicle giant back in 2018 Wood's bullish predictions on musk's company weren't taken seriously but later they proved those who laughed at them wrong and in addition to their carefully manufactured Vehicles Tesla is working on a humanoid robot named Optimus and although it's expected to launch in 2025 it's already being utilized in Tesla's factories as of the time of this video allowing Tesla to test their newest Innovation and helping them reduce labor costs across all sectors and while it's hard to predict the revenue of these two brand new Innovations as there is no existent market for them where you can measure upon some analysts estimate optimus's total annual revenue to land up at 1 trillion and Robo taxes to get as far as $700 billion so given everything we've talked about there's a lot surrounding Tesla that can easily lead to a significant growth in terms of market cap and revenue especially with the company's recent surge in sales and its development of new inventive Technologies Tesla stock is inarguably a very good buy for the investors as it remains one of the most futuristic companies of our tim
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