저자: DanIves · 외국인
요약 보기
Dan Ives는 테슬라의 2024년 중국 분기 실적을 강세 신호로 보고, 가격 안정화와 수요 회복을 근거로 2024년을 테슬라의 황금기로 전망한다. 다만 ‘1조 달러 시총’ 목표를 제시하며 낙관적 시각을 유지한다. 진행자 측은 Larry Goldberg 등의 전망을 인용하며 2024년 테슬라 관련 촉매를 소개하지만, 일부 출연자(Goldberg 관련 내용)는 중국 마진 압박과 주가 영향 제한을 언급해 엇갈린 시각이 존재한다. 시장 전략가 Sam Stovall은 2024년 증시 전반에 대해 긍정적 전망을 내놓는다.
다듬은 글
and our next guest he was right about the big rally uh Dan Ives wbb Securities analyst you're going to I would guess by the end of this year you'll you'll be a top the leaderboard of CNBC appearances Dan um although I'm willing to take an over under on that and you know what I'm going to love every one of them so happy new year and it's great to be here year you had a good call um on um Tech overall you continue to be quite bullish let's start with Tesla though just give me your take on those numbers you know Phil just mentioned 2.3 million are you going to be towards the high end in terms of what you expect them to deliver this year yeah I think whisper expectations could be higher look this was this was a strong strong result you look what's happening in China there were fears there and it was actually a source of strength we think a record quarter in China so I do think this is an important I think sign that demands actually strengthening for Tesla it continues to be maybe EV demand soften but not Tesla demand and that's the important thing going into 24 yeah how do you but how where is that line why is that the case then and in particular in China where byd is such a strong competitor are they going to be able to maintain their Market sh yeah byd has done a phenomenal job but I I do think if you look in the driver seat it's Tesla and byd gained some net share from Neo and others and in China especially if you look at the last few quarters there were fears that this price war was going to continue it actually hasn't see now to Phil's Point you're seeing price stabilization that that's very important because now the gold lock scenario margins up ticking demand up ticking that's where in our opinion you see a trillion dollar Mark out for Tesla over the next year despite many of the haters continuing to he came out and he said 2024 is going to be a golden year for Tesla and you wanted me to put this up here you believe it's a golden year as well yeah I think Dan was reading my T my tweets I shouldn't say that Dan Ives is you know one of those one of my heroes I love the guy love I love the way dresses I love the way he speaks the guy's got an Inc I me mean he should be a a poet I mean he's amazing um and and he writes extremely well and you know he's been on target he's he's been a b a bull for years and years and he's been on Target and uh and I I think it he you know he brings a lot to the table but my word 2024 is going to be some year I mean if you think 23 has been a banner year and if you understand what happened in 2023 just wait until 2024 it's going to for sure be the golden year according to recent Revelations by Larry Goldberg 2024 will be a historic year for Tesla even though Tesla had a challenging year in 2023 the car maker managed to scale through notable increases in both production and deliveries now that a new year has begun we're looking forward to what lies ahead we turn to Sam stoval CF research Chief investment strategist um a great guy with stats on the market as well Sam it is great to see you I want to start where we were just talking about what Joshua was just talking about that is this broadening of the rally that we have started to see do you think that continues and does it indeed mean that more gains are coming here into 2024 hey Julian Josh good to talk to you too again um yes I think that 2024 is going to be a surprise inly Good Year historically good years follow great years we've actually seen an improvement in the average price change by 200 basis points an improvement by 10 percentage points in terms of frequency of Advance after a 20 plus perced uh gain so that's the first thought second thought is this is the uh election year uh first-term administrations usually they're up about 15.5% on a total return basis with every one of those years being positive so again another positive indication I think we might however be getting a little bit overbought in terms of uh percent of sub Industries above their 50-day stocks above their 50-day the CNN greed Fear Factor being at extreme greed levels Etc so I think maybe a post alltime High pause but as Josh said uh nothing really to fear uh because the next decline of 5% or more will probably come about 10% after a continued advance and would not likely lead into a new bare market so Sam so maybe some you know near-term overbought here but you know looking ahead some potential strong Tailwinds I am interested Sam you know after you seen the rally like this how does valuation look to you does it that still look attractive even at these levels well at at a 20 times forward 12-month earnings for the S&P 500 it is higher than the long-term average which is about 17 uh but I think because investors are anticipating an end to the rate tightening program expecting to see the first cut they the the street is looking for the first quarter I think that the fed's going to wait until the second quarter but still the market tends to advance about 14% in that 11-month period between the last rate hike and the First Rate cut uh lifting all boats if you will in terms of sizes Styles sectors and sub industry um are there those that particularly stand out though as doing better in that kind of a scenario Sam yes well financials are one of the groups that tend to be outperformers in this uh fed pause period uh real estate also does fairly well uh and so I think also that taking a look at the groups that has done so well this year uh they will likely carry over into 2024 history tells us that following a down year you want to buy last year's losers because they're the ones that have the most to recover and that's what we saw in 2023 but following an up year like 2023 you want to let your winners ride so consumer discretionary uh communication services and Tech but also the honorable mention as found in Industrials and financials yes we approached 2024 many investors and analysts are curious about what the future holds for Tesla and its stock one of the most bullish voices on Tesla is Larry Goldberg a renowned technology and finance expert who hosts the well-like podcast The Goldberg show Tesla is one of the most Innovative and disruptive companies in the world and is led by one of the most Visionary CEOs Tesla has achieved remarkable growth and profitability in the past few years despite facing intense competition and Regulatory challenges cber has been closely monitoring Tesla since its founding and has correctly predicted the business's perform performance and strategy multiple times the company is off to an intriguing start this year Cole we're going to examine these five catalysts for Tesla's growth in 2024 as well as what Tesla needs to accomplish in order to make them a reality Goldberg just released his five bullish Tesla forecast for 2024 and claims that they are the game-changing Catalyst for Tesla this year so grab a seat and let's embark on this fascinating journey is this you know NextGen dojo batteries new plant in China new you know I mean just so much stuff now a lot of it is not R&D you know building a factory is not R&D but the work going into the new production lines that's R&D you know the work that's going into the new batteries that's R&D there's going to be the next gen of batteries there's just so much R&D that they face you know optim I mean it to me it's it's going to be an increase and and the market the stock market may not treat it very well because of their uh accounting rules and so again you know I'm I'm not looking at 2024 for stock price movements of much consequence okay good thing that we know when we heard this from you that's important to understand this and watch it you have some thoughts on the margins in China what is this about this is shocking uh surprising to me what's your thoughts there yeah I think we're going to see uh margins in China under pressure in the first couple of quarters and I think we're going to see a very significant Improvement uh in in in the back end of the year the margin problem is going to be because you know China's under enormous stress at the moment enormous stress that and a huge production coming up of of of cars that are competing below the Tesla um uh current models and which are going to eat somewhat into the Tesla uh uh sales of their current models which is going to force the pricing down so I think we're going to see price pressure resulting in margin pressure even as volumes increase classic China um well certainly classic China in tougher times and China always goes through these ups and downs although this time may be a very bad down the development and production of Tesla's $25,000 vehicle which is anticipated to be built in Mexico and Target the mass Market the company's expansion globally particularly in India where it is negotiating New Deals and incentives with the government suck as well as the Innovation and design of its next Generation Vehicles which Elon Musk hinted at in 2023 are some of the factors that could affect Tesla's performance in 2024 hi everyone and welcome back to Savvy Tesla Tesla is a Visionary company that has shown it can overcome obstacles and upend the automotive industry but it is also a volatile and unpredictable business that faces many risks and uncertainties as a result it is difficult to predict what the company will look like in 2024 in this video we'll examine Larry Goldberg's five intriguing Tesla catalysts if you enjoy this kind of content please hit the like button subscribe to our Channel and enable notifications to stay up to dat on everything Tesla Goldberg believes that this will be an interesting and exciting year to watch
Comments 0