Dan Ives of Wedbush Raises Tesla Price Target, But Beware of Expenses

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테슬라 목표가 상향 소식(Wedbush 애널리스트 Dan Ives, 베어 케이스 1,500달러 / 목표가 1,000달러)을 전하면서 중국 수요 강세와 배터리데이 기대감을 긍정적으로 언급하지만, 중국 슈퍼차저 네트워크 확장 등 대규모 지출이 실적에 부담이 될 수 있다고 경고한다. 목표가·애널리스트 발언: Wedbush의 Dan Ives가 테슬라 목표가를 1,000달러로 상향(강세 시나리오 1,500달러)했다고 소개된다. 근거는 중국 수요 강세와 배터리 업데이트 기대. 중국 수요: Model 3 수요가 예상보다 강하고 중국 EV 수요 가속, 연간 10만 대 인도 페이스라는 Ives의 진단을 전한다. 5월 중국 생산 Model 3 판매가 4월 대비 3배 늘었다는 보도도 언급된다. 배터리데이: 6월 말 또는 7월·8월 개최 가능성이 거론되며, 게임체인저 배터리 개발 발표가 주가 상승 여력을 줄 수 있다고 본다. 리스크: 중국 슈퍼차저 네트워크 대규모 증설 비용이 2분기 실적에 반영될 수 있다고 우려한다. 기가 상하이 셧다운 영향으로 2분기 실적에도 부담 가능성이 있다. 진행자 입장: 본인은 테슬라 주식 보유나 주식 투자를 하지 않는다고 밝힌다. 투자 권유가 아닌 뉴스 전달이라는 입장이다. 결론: 긍정 뉴스가 많지만 지출 부담을 감안해 주의가 필요하다는 신중한 관점으로 마무리된다.

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01. tesla price target is raised to one thousand dollars by redbush analyst daniel ives on strong china demand and upcoming game-changing battery update everyone today is reporting these news friends but i think there is one aspect that they're not reporting and i want to let you know about this i'm not tesla stock owner i'm not in the stock market but at least i want you to know this welcome back friends this is arm and haryan from torquenews.com if you are here for the first time please subscribe to our channel because we have a lot of tesla and electric car related developing stories if you would like to more know more about this please subscribe to our channel and also ring the bell so tesla price target is raised to one thousand dollars by weight bash analyst dan ives on strong china demand and upcoming game changing uh battery update i'm looking at seeking alpha this is what they say red bar securities lifts the best price target on tesla to 1 000 and the bull case price target is one thousand five hundred dollars now then i've said we believe with demand for model three is ram stronger than expectations in china heating into summer time frame the lockdown easing in the us and europe and some potentially game-changing battery developments on the horizon battery day likely in late june that tesla stock likely has room to run further reasons not um reasons says analyst don ives ive says ev demand in china is starting to accelerate and tesla appears to be on a run rate he to hit 100 100 000 unit deliveries in the first year out in the gates and out of the gates for giga gigafactory in shanghai looking ahead a number of new potential game-changing battery developments are expected to uh at tesla's highly anticipated battery day events and um so these are the developments today but i want to let you know recently tesla announced that it is planning a massive supercharger network upgrade in in china this is going to add to tesla's uh cost this is going to add this is going to be huge expenditure on part of tesla and the i don't know how this will affect the the tesla stock and i just want to i just want you to let to let you know about this and i want you to be aware of this that yes there is lots of positive news um i don't know if anyone has made any calculations of how much the uh expenditure tesla is going to make how much tesla is going to spend on expanding the supercharger network in china yes i agree that in in may like i resp reported um two days ago tesla sold three times more model there is made in china than tesla did in april which was a very good news i think tesla's sold 11 095 tesla model 3 is made in china which was a great news and then we have been expecting a lot of good news for tesla batteries which we hope the will will be officially announced during the tesla battery day in um which will probably be held in um end of june the online version and also the beginning of july or august the in-person event hopefully soon i don't know when that will be so these are very positive news and but i want you to be aware that tesla has also big expenses i don't know if any one of you or any analyst has covered the news of how much will it cost tesla to increase its its supercharger network in china and because i think tesla planned that it will make a huge supercharger increase in china this is a very positive thing that tesla is going to do because the chinese market is huge they're selling more model there is and they need to do this but this is going to add to the cost of tesla in china so just be aware of that and there is while there is a lot of exciting news about tesla's uh growth of stock price but also be aware of the expenses coming and that is going to be reflected in the quarter to quarter two reports uh and keep in mind that the three month factory was shut down most of the time during the second quarter but they may be aided by um increase of model 3 vehicles in uh coming from china so i don't know i haven't made these calculations i don't know what the expectation should be here but i just wanted to know that while there is a lot of positive news about tesla price about tesla sales in china about tesla um battery day and the exciting news about the battery but just keep in mind that tesla has been shut down most of the time in the second quarter and tesla has a huge expense coming the um advanced of supercharging network in china which may be adding to which will be adding to its uh cost in the of the second quarter so just be aware of this friends this is armin haryan from torpnews.com and again i state that i am i don't have any tesla stocks and i'm not in the stock market i'm just reporting tesla and automotive news and torque news channel have a wonderful day they subscribe to our channel please unlike this video to show your support and appreciation of our friends who helped me to bring these reports to you and i'll see you in our next report god bless you and stay safe