저자: CathieWood · 외국인
요약 보기
캐시 우드는 테슬라 1,400달러 목표를 언급하며 전기차·자율주행 확장을 낙관했다. 다만 혁신에 따른 디플레이션과 가격 인하로 수익성 압박 가능성을 경고했다. 생성형 AI·로보틱스·에너지저장·유전체 시퀀싱 등 혁신 비용 하락 사이클을 강조했고, 엔비디아 등 AI 반도체 관련 성장을 긍정적으로 평가했다. 전반적으로 장기 관점의 낙관이 중심이다.
다듬은 글
oh Melissa I'm glad to see you I appreciate the invitation the Traders and I were discussing Tesla here at the desk and you know your be case for the company is $1,400 per share this guy stated he would accept $1,400 that's still quite bullish you see what's in the be case to provide an example what business related assumptions are applied in order to reach that 1,400 by 2027 figure in any case EVs and their scalability account for almost onethird of our valuation additionally there is a turkey plant there as you indicated you know because this is the new world a lot of Nations do want a Tesla plant this is all working out so that's fantastic then autonomous and autonomous taxi platforms account for 2third of our valuation we have been trading Tesla at the margin as you can see if you have observed our trading which we do post at the conclusion of each day we will therefore make money when it is skyrocketing and everyone is thrilled about the good news as we transition to electric automobiles we have a 5-year investment time Horizon and Traders and investors are starting to worry that we're going to be in an air pocket we predict that the majority of automobile sales will be electric within 5 years and decreasing pricing will actually promote this trend given that the cost of electric drivetrains is declining that is the good def inflation all right Tesla can lower its price if we're in a poor area globally as we seem to be certainly in China and Europe and even here in the United States it can cause prices to drop however this is Kathy Wood's final warning about Tesla you heard correctly we're here to examine the ramifications of Kathy Wood's most recent warning Kathy Wood is a Visionary investor whose insight has influenced the direction of investment strategies Cathy has a reputation for seeing Trends before they become popular so her opinions are taken seriously in the financial industry investors pay attention when she speaks in this episode we'll analyze Cathy's pessimistic forecast and consider its implications for Tesla the stock market and The Innovation industry as a whole we'll do everything we can to learn more from the possible dangers of a market decline to the unmatched prospects offered by Tesla's Innovative Technologies please remember to hit the like button and subscribe to our channel before we begin greetings from Tesla stock news let's begin Alon musk is the Visionary entrepreneur behind Tesla the electric vehicle giant that has been making waves in the automotive and artificial intelligence I sectors in recent years Tesla's main goal has always been to transform Transportation with its stealth electric vehicles but the company has also been coverly creating its own artificial intelligence I Technologies to enhance its vehicle capabilities the creation of the full self-driving computer a proprietary a chip is among Tesla's most important initiatives in this area Tesla's autopilot and full self-driving Technologies which are powered by this chip allow its cars to drive themselves with an accuracy and dependability that distinguishes them from the competition However the fact that Tesla incorporates a directly into the hardware of its cars distinguish es its strategy from that of other industry participants including Vidia Tesla has chosen to design and manufacture its own AI technology inhouse in contrast to traditional automakers that rely on off-the-shelf AI chips from firms like Nvidia to power their autonomous Driving Systems Tesla has a competitive advantage in the race towards fully autonomous vehicles thanks to this strategic Choice which gives the business complete control over the creation and Improvement of its a systems Tesla has paved the road for a future in which self-driving cars are not just a possibility but a reality by utilizing its hardware and software skills to build a seamless interface between its a technology and its electric automobiles however driverless driving is only one aspect of Tesla's AI Venture the company's AI skills also apply to other business divisions like automobile production and energy management based on real-time data and customer choices Tesla's AI algorithms intelligently manage energy usage and storage to maximize the performance of its energy storage products including the power wall and power pack what does this all mean for investors then to put it briefly Tesla's entry into the a market offers a huge chance for development and Innovation investing in Tesla is more than just supporting a car manufacturer it means supporting a future in which artificial intelligence AI will transform energy transportation and other Industries given that Kathy continues to preach this is a fantastic chance speaking of taking advantage of opportunities you should definitely read what this has to say about Tesla it's not enough to merely watch Tesla's remarkable rise from the sidelines with the most recent information on Tesla stock price targets Innovation and all things along musk Seeking Alpha is the the greatest online source of prot Tesla news is Seeking Alpha get down to the facts and avoid the lam stream media's anti-tesla rhetoric for a unique discount click the link in the description let's now explore a Viewpoint that may deviate from the conventional wisdom a voice warns of a potentially harder fall even though many people expect a pleasant Landing according to Wood Innovation frequently results in deflation for for example Alon musk is cutting prices because his profit margins are higher than those of other companies in the car industry not necessarily because demand has fallen he has always pledged to lower prices in tandem with cost cutting measures it's the Innovation cycle in action speaking of innovation there is a lot of it going on at once on a number of fronts think about the five platforms that are changing our world artificial intelligence robots energy storage multiomic sequence Ing and driv Trin technology costs are being drastically reduced by each of these increasing their impact and accessibility let's examine DNA sequencing in more detail according to Cathy technological advancements have resulted in significant cost savings for every doubling of the number of human genomes sequenced in a similar ve industrial robots is transforming production processes and become 50% cheaper with each doubling additionally keeping in mind that the costs of AI and energy storage are continuously declining however why do some people still think otherwise well it depends on your point of view chips may appear more costly yet their enhanced capabilities greatly exceed the price rise it's the force of innovation at work always propelling advancement although Nvidia may have been the face of AI processors Kathy went on to say that Tesla's fora into the market Heralds a new age of competition and creativity furthermore the future is full of opportunities as costs continue to drop on a number of technical fronts the ride is just beginning so viewers fasten your seat belts it's critical to comprehend the broad implications of AI our chief futurist Brett Winton emphasizes the critical role a plays in fostering innovation in our asterisk Big Ideas 2023 asterisk study similar to the mutually beneficial link between Wireless and the internet which was exemplified by the introduction of the iPhone consider it a catalyst driving growth in a variety of Industries the elephant in the Rune however is NVIDIA and the larger AI scene it's interesting that in contrast to the early days of the internet when there were many Skeptics there seems to be an agreement on the importance of AI the significance of AI is undeniable this widespread recognition is comparable to the Revolutionary launch of the iPhone it is clear that investing patterns have changed from recognizing video's promise in 2014 to the current ad craze opportunities are many today and some people are making enormous profits from Endeavors like limited edition Tesla vehicles when Tasha keeni Cathy's analyst mentioned gpus for autonomous vehicles I was puzzled what inquired Cathy yep she replied confidently similar to the intricate world of video games she envisioned gpus as the brains or central nervous system of autonomous cars a parallel processing Powerhouse that can manage numerous tasks at once and taken data from multiple sensors like cameras and radar nvidia's stock was only $5 back then but boy did it sore it Rose to the top of both arkk and arkq our fund for autonomous technology and Robotics why well because autonomous cars and other forms of Robotics are
Comments 0