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Chamath Palihapitiya: Tesla Will Reach $10,000!

EVERYDAY CRYPTO · 2023-09-15 · 유튜브 시청 1,064 · Board Views 8 · International

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저자: 미상 · 외국인

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결론: 테슬라 주가가 단기간에 200% 급등할 수 있다는 낙관론을 펼치는 영상이다. [최근 부진 상황] 2022년 주가는 시가총액 1조 달러 고점 대비 되돌림이 컸고, 실적 발표 후 11% 이상 하락했다. 시가총액은 약 8,320억 달러로 세계 6위 기업이다. 원인으로 우크라이나 사태와 러시아 제재에 따른 기술주·전기차 업종 전반의 위축, 전통 완성차 업체의 추격 우려, 머스크의 주식 매도(약 108억 달러 규모) 등이 거론됐다. [테슬라 고유 리스크] 머스크의 SEC와의 2018년 소셜미디어 합의 분쟁이 장기화되고 있다. 독일 공장 가동이 반복 지연됐고, 전기 픽업 사이버트럭 양산은 2022년 말에서 2023년 1분기 이후로 미뤄졌다. 차별 소송, 리콜, 자율주행 소프트웨어 관련 논란도 투자심리를 압박했다. [상승 논거 1: 러시아 제재 수혜] 여러 국가가 러시아산 석유를 대체할 수단을 찾으면서 전기·태양광 수요가 늘어나고, 이는 테슬라에 유리하다고 주장한다. 연료가격 상승이나 내연기관 규제 강화도 간접 수혜 요인이다. [상승 논거 2: 경쟁 우위] 미국 전기차 판매 1위이며, 2021년 글로벌 인도량은 약 93.6만 대로 제시됐다(원문 표기 기준). 기존 완성차 업체는 기술 격차로 따라잡기 어렵다는 판단이다. 배터리 기술과 가격 경쟁력, 생산 효율, 수직계열화된 공급망이 강점으로 꼽혔다. [상승 논거 3: 기가팩토리·성장 전망] 네바다 등 기가팩토리 가동과 독일 배터리 공장 건설이 진행 중이며, 연간 50GWh 이상 규모 배터리 공장이 언급됐다. 머스크는 사이버트럭 연간 25만 대 생산 목표를 밝혔으나 시간이 걸린다고 했고, 가격 경쟁력이 핵심 과제라고 말했다. [애널리스트 및 전망치] 크레딧스위스 보고서는 시각이 엇갈린다고 전했다. 성장 지속론과 고평가론이 공존한다. 딜로이트 인용으로 2020~2030년 전기차 시장이 연평균 29% 성장하고, 2030년 전기차 판매는 약 3,110만 대(2020년 250만 대)로 전망됐다. 2025년 신차 판매의 32%가 전기차가 될 것이라는 전망도 제시됐다. 알고리즘 기반 예측으로 1년 후 목표주가 1,270달러, 5년 후 주가 약 290만 달러라는 수치가 등장하나, 근거가 불명확하며 과장된 수치로 보인다. [출연자 견해] 테슬라의 시장 지위와 혁신 역량을 신뢰하며, 머스크 리더십 아래 추가 성장을 기대한다. 단기 급등 전망의 근거는 제재 수혜와 시장 심리 개선이다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. although there have been some difficult days for Tesla stock experts and analysts have told us that better times are really coming we have grounds to anticipate that Tesla Stock May soar 200 percent in next days to the significant number of bullish triggers are still in View and some are still in the works we'll be looking closely at these bullish catalysts in today's video discussing the relevant ramifications of their impact on the company and when they might cause Tesla's stock price to soar so make sure you continue to look despite a General market decline in Tech shares the value of Tesla's Incorporated stock which reached a trillion dollar valuation early this year has reversed somewhat in 2022 the company's fortunes could not be changed despite a stellar earnings report and record profits as the stock fell more than 11 percent on the call and has continued to fall since then the Austin texas-based company has a market valuation of 832 billion dollars ranking it as the sixth largest company in the world and the most expensive automaker despite the company being on course to achieve its objectives and overcoming the obstacles put in its path as of March 7.

02. the stock had only climbed by a little percentage before turning once more in the wrong direction there may be a number of causes for this this decline is undoubtedly being influenced by the shadow cast by the events in Ukraine and the imposition of sanctions against Russia high-tech businesses generally and the electric car industry specifically are likewise under a dark cloud additionally investors concerns about traditional original equipment manufacturers hatching up to Tesla and maybe surpassing the Pioneer brand have caused them to sell off shares according to Seth Goldstein senior Equity Market Analyst at Morningstar some of the sell-off may have been caused by the market revising its long-term expectations for the company in light of heightened competition he added that the stock price fell after Tesla CEO Elon Musk stated in November that he might sell additional shares after recently selling roughly seven billion dollars in the company's equity after the vote the billionaire sold 10.1 million Tesla shares for a total of 10.86 billion dollars unlike some investors his company remains steadfast and kept to their Target price Goldstein continued however several Tesla specific issues may be fueling Market unrest we do not believe that Management's likely move to sell stock should cause us to revise our Tesla prediction Elm the company CEO is engaged in a protracted bitter dispute with the Securities and Exchange Commission over a 2018 social media usage agreement despite assurances from the brand the inauguration date of the company's production facilities in Germany has been repeatedly delayed the facility is considered essential to Tesla's plans for expansion in Europe and ultimately as a whole the manufacture of its envisioned electric pickup truck has reportedly been postponed until at least the first quarter of 2023 according to readers it had been planned for late 2022 but it won't happen until at least the first quarter of 2023 now the only things we have so far highlighted are bad things therefore why do we think this stock will soar by 200 percent in the following days it's because the business is going through a turnaround on a number of fronts let's begin with what is happening in Ukraine investors are beginning to realize in contrast to the initial Panic that the Russian sanctions will undoubtedly have a good impact on the entire electric vehicle industry with Tesla leading the way numerous Nations will search for Alternatives in their attempt to boycott Russia one of the major oil exporters we don't need to tell you that electric and solar power are the exact needs that Tesla serves so the stock valuation will benefit the corporation might possibly benefit from any increases in fuel prices or government restrictions on more conventional internal combustion engine vehicles in the upcoming few years according to experts who seem to be in agreement with this statement what about Legacy original equipment manufacturers is the next consideration some claim they are already in the lead and will win a sizable portion of the market but we think this is blatantly false despite China and the us being two of Tesla's most significant markets the company leads the electric vehicle sales Market in the U.S While most Legacy original equipment manufacturers can't catch up and are presently having trouble with their technological aspects the corporation delivered over 900 and 36000 Automobiles worldwide in 2021 and is said to be well on their way to surpassing their deliveries from the previous quarter according to a Deutsche Bank analyst Tesla's excellent trajectory for its Battery Technology capacity and particularly price will continue to speed the world's transition to electric vehicles and significantly increase Tesla's lead in design Innovations more productive factories full production increase and improve material sourcing decreases in labor hours and localized Supply chains the expert according to roster stated that rivals in the electric vehicle Market haven't even begun this effort we wholeheartedly Concur and think that as more people become aware of this there will be a change in Market sentiment that will drive up the price of Tesla's shares the stock price hardly seemed to be impacted by Elon musk's antics the company's fervent supporters didn't seem to mind that Tesla was the target of several discrimination lawsuits recalls and social media posts showing its most recent self-driving software shooting a vehicle at a bike the digafactory bill is a whole other issue but it contributed to a decline in investor confidence in the Brand's performance this year particularly after the announcement that the delivery date for the Cyber truck had been delayed however the gigafactory bill is now operating which can pretend to rise in stock price in the future the project which will include a battery factory with a capacity of more than 50 gigawatt hours annually significantly beyond that of European competitors has finally begun construction by Tesla initially on-site automotive batteries will be purchased from China by the end of the following year according to musk volume manufacturing will start at the German battery plant with Volkswagen presently dominating the European market for cyber trucks this translates to increased car sales and higher profits for the electric vehicle company musk said he wants to build a quarter million cyber Vehicles a year but that it will take time because of the rapid development of new technologies with their partnership with Panasonic currently thriving it's unlikely that batteries would be the limiting factor in cyber truck manufacturing he said he also brought up the issue of affordability saying that while the Cyber truck has amazing technology he was more concerned about how to make it affordable it also appears that Tesla's cyber truck manufacturing has been delayed because the company is changing fee according to credit suisse's report analysts are divided on the stock price some think the company will continue to grow While others think it is expensive with less ambiguity about demand and significantly more uncertainty about EV Supply the company should be a major winner it has a product advantage over Rivals and the most thorough supply side strategy in place Tesla has a competitive advantage in supply-side vertical integration software product Simplicity and capital accessibility in addition to avoiding the difficulties that Legacy original equipment manufacturers encounter with regard to margin dilution production changeover and distribution the brand in his opinion will keep expanding he is supported by Deloitte experts who predict that over the next 10 years the worldwide EV would grow at a 29 compound annual growth rate they predict that by 2030 there will be 31.1 million electric car sales worldwide up from 2.5 million in 2020 and 11.2 million in 2025.

03. quote 32 percent of whole new automobile sales would be made up of electric vehicles the company has a good chance of experiencing significant growth in the near future according to wallet investors algorithmic forecasts it asserts that the stock is a fantastic long-term investment with a price target of one thousand two hundred and seventy dollars for the following year the company's five-year forecast for the Tesla stock price suggests that it could reach 2 million nine hundred and forty thousand dollars by then which supports our belief that the stock will soar in the near future in this rapidly expanding Market Tesla is in a great position already there are a lot more Model S model 3 Model X and model live vehicles on the road since they are not just technologically sophisticated but also aesthetically pleasing because of the company's flexibility of innovative Spirit we have faith that it will maintain its position as the industry leader regardless of the situation there is no question that tenacity together with offering value is essential for success and under the leadership of Elon Musk a Visionary we anticipate even greater things in the future do you believe that the price of Tesla will still been soar what growth rate do you anticipate post a comment below

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