저자: DanIves · 외국인
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한줄결론: 댄 아이브스는 테슬라 주가가 2023년 말까지 최대 3배 오를 수 있다고 주장하며 연말 목표가 175달러를 제시했다. 가격·밸류에이션: 2022년 테슬라 주가 급락은 밸류에이션 관점에서 관심을 끌 수준이며, 2018년 이후 이 수준에서 거래된 적이 없다고 언급했다. 현재 주가는 EV 기준 역대 최저 밸류에이션 수준이라는 주장. 중국 실적: 중국 가격 인하 2회 이후 구매 의향 조사(응답자 500명 이상)에서 76%가 테슬라 구매를 고려, 약 70%가 가격 인하로 구매 의사가 강해졌다고 응답. 중국 시장을 테슬라 글로벌 성장 스토리의 핵심으로 평가. 정책: IRA(2022) 전기차 세액공제 관련, 모델3·모델X 등은 MSRP 기준 미달로 7500달러 공제 제외, 모델Y 5인승 등은 자격 요건 충족 여부 쟁점. 테슬라는 최근 모델Y 5인승이 공제 대상이 되었다고 언급. 기가팩토리·생산: 머스크가 연간 2000만 대 생산 가능성 언급(2030년 목표). 10~12개 기가팩토리 필요, 3~5개 신규 공장이 올해 발표 가능성. 리스크: 머스크의 트위터(X) 인수 관련 집중도 분산 우려, 자율주행(FSD) 목표 지연 가능성. 트위터 CEO 후임 선임이 필요하다는 의견. 금리: 연준 기준금리 3~3.25%, 0.5%p 인상 가능성 언급. 브레이너드·월러 등 연준 인사들의 완화적 발언이 금리 인상 속도 둔화 기대를 높이며 주식 시장에 우호적이라는 전망. 사이버트럭: 주문 150만 대 이상(예약금 약 15억 달러 추정) 확보, 2023년 출시 목전. 가가렛 넬슨 등 테슬라 강세론자와 함께 대규모 수요를 강조. 실물 공개 후 관심과 프리미엄 상승 기대. 출연자 의견: 아이브스와 넬슨은 테슬라 강세 입장. 주요 촉매로 중국 가격 인하, 기가팩토리, 사이버트럭, 금리 인하 기대를 제시.
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the Securities Exchange is exceptionally unstable and this has been obvious in the vertical and descending patterns of Tesla stock cost anyway there are factors that can make Tesla stock cost go high in spite of the various difficulties of the financial exchange and what shrub and others Dan eyes has said that these impetuses can cause Tesla stock to significantly increase toward the end of 2023.
had recently said that Tesla stock could Revitalize 35 this year since its new cost trims have proactively made tremendous progress in China Tesla has cut costs in China twice as the organization keeps on confronting drowsy interest Webb reviewed north of 500 Shoppers in China who are hoping to purchase an electric vehicle this year and observed that 76 percent of those study said that they were thinking about purchasing a Tesla overtaking nearby Rivals like bide and Mido additionally almost 70 percent of those reviewed said they've been emphatically impacted to buy a Tesla because of the new cost trims when shrub overview addition is closed not long after cost Tesla's model 3 SUV Hawaii Europe and the us as perganized Tesla's new cost trim is a colossal example of overcoming adversity up to this point he added that China addresses the center of the Tesla worldwide development story and seems to be the cost trims have been generally welcomed by EB customers and consequently sped up buying choices Ives repeated his year-end cost Trend focus of 175 bucks for Tesla stock which suggests a Convention of 35 from flow levels the stock examination had said that Tesla's cost trims were an indication of the organization getting more forceful as the contest warms up in electric vehicles similarly in December Dan I said that the lofty slide in Tesla stock cost in 2022 was beginning to get the attention of valuation watches adding that not since around 2018 has Tesla exchanged at these levels Channel says expressed that on an EV a bit of premise Tesla stock cost at the time was its least expensive valuation to date so what variables will make Tesla's stock increment triple as per Dan IX we should figure it out yet before we do in the event that you like this kind of satisfied remember it hit like button Buy in and turn on mornings to push fully informed regarding everything Along on with Tesla the main Palace is expressed by Ives was the worldwide EV deals which keeps on arranging of Mitch January tax break by the expansion decrease the IRA of 2022 is the most aggressive environment regulation in U.S history and plans to make electric vehicles somewhat more feasible delivery needs to trust over the Long Haul the bill endorsed in regulation by President Biden on August 16 has distributed more than 369 million bucks for environment activity with a piece of the spending plan devoted to improving tax reductions for the electric vehicle buys for a vehicle to be qualified for the credit batteries in the vehicle should meet a base edge of Part Source from the U.S or nations with which it has a fair economic Alliance while the necessity for the tax break might hold a few organizations back from profiting from this honor a few Financial backers accepted that Tesla was certainly on the rundown of vehicle organizations to fit the bill for this tax reduction anyway while this occurred not all Tesla vehicles meet all requirements for the tax breaks as per the IRS since there's a relevant MSRP cutoff of 55 5 000 bucks for electric vehicles and 80 000 bucks and SRP limit for electric SUVs trucks and to Tesla pretty much specifically the car rendition it model X SUV were not qualified for the 7500 bucks tax break this is on the grounds that the model of Beginnings at around 105.000 and the male X is estimated from roughly 121.000 it gave the idea that the IRS possibly considers the model Y and SUV regardless of whether it has seven seats since the five-seat model High Long Reach begins at just shy of 66 000 bucks and the five-seat model e execution is evaluated from just shy of seventy thousand bucks making these variations ineligible for the tax break right now the Tesla Model 3 execution was additionally not qualified in light of the fact that it begins at 62 990 bucks and goes over the fifty five thousand bucks anyway the Tesla 5 seat model I has now been made qualify for the tax break and it is accepted that this will decidedly influence request it is vital to take note of that while the past Declaration of the tax break had supposedly impacted request the way that some of Tesla vehicles passed up the tax reduction doesn't mean a future decrease in that frame of mind for these vehicles regardless of whether Tesla's EVS strategically set the tax reduction the vehicle organization is still up to keep gigantic interest before very long for example assuming Tesla Stakes cost similarly interest for its Vehicles will unavoidably develop particularly as the vehicle organization keeps on enhancing atbs and in the event that the vehicle organization decides to increment costs throughout the next few years while the man may not be as high its net revenue is still certain to increment before long the gigafactory slope is additionally one more impetus distinguished by Dan Ives as Tesla intends to report new gigafactories in the following couple of years at Tesla's yearly investors meeting musks that he figures Tesla could ultimately work however many is 10 minutes 12 beta factories universally the chief additionally referenced that Tesla could create up to 20 million electric vehicles each year by 2030.
with every plant yielding between one and a half and two million units each year as of now Tesla has gigafactories in Vermont California flashes nevada-based in New York Austin Texas and others outside the U.S and China and Germany to accomplish 10 minutes 12 gigafactories Tesla would have to work no less than three to five new gigafactories notwithstanding the one musk says the automaker could declare this year on with the mechanization of these gigafactories creation my kit record-breaking levels the facilitation of worries around musk's seal of Twitter is likewise one more eight for Tesla's development in a new note by Dan Ives he composed that the second greatest solicitation on his Christmas list of things to get was for most to track down a replacement to run the virtual entertainment organization as per him with the new Twitter confusion which has brought about a significant migraine at overheim for Tesla he accepts that musk needs to name an extremely durable president of Twitter to end the aggravation numerous Tesla balls expected that musk was investing in excess of energy and cash on Twitter and since Tesla is yet to accomplish its objective of full self-driving it could be even challenging to accomplish it with musk's separated consideration in spite of the fact that Tesla has effectively met with the conveyance of its normal semi-truck different vehicles for example the digital truck and ransack assaults he has still yet to stir things up around town and this will request Elon Musk responsibility and presence anyway since musk is now searching for somebody to supplant him as Twitter president the feelings of dread and concerns have dialed down the digital truck has likewise given Financial backers a new thing to discuss as far as his productivity and the amount Tesla can develop with this new innovation and other of Dan eyes impetus for Tesla is bringing down of lung fee client that is plausible that the Fate will stop financing cost climb this expansion appear to becoming business sector assumptions are running higher that strategy creators will probably support another rate climb at this time picking a 0.5 rate focuses or 50 bases Point moves in September that they raised its Benchmark loan fee by 0.75 rate focuses which was the third of such outsized rate expansion straight carrying the Fed rate 3 to 3.25 percent this client in financing costs had essentially impacted stock costs and raised fears about what's on the horizon at presently the feelings of dread appear to be facilitating as The Faded has confessed to Bringing Down expansion rates Central Bank bad habits see lail Brainard likewise said that she was empowered by the new U.S expansion report which highlighted more slow cost increments and said that fegey would likely before long diminish the size of its loan fee claims Central Bank Lee representative Christopher Waller as of late said that he is available to diminish the degree of loan cost increments soon inasmuch as the monetary information coordinates as perhin the information the past couple of weeks has Megan more agreeable and prompts him to consider venturing down to a 50 premise Point climbed lastly to the hotly anticipated digital truck Ives as well as other Tesla Bulls like Garrett Nelson except that this will be enormous for Tesla the Cybertron Adventure is at last reaching a conclusion following quite a while of postponements and fortunately without major overhauls the electric truck is preparing for creation this reality alone appears to have prodded all the more new orders and individuals who requested it quite a while back are not surrendering their turns the digital truck has of late counted over 1.5 million orders this implies that Tesla made 1.5 billion bucks before selling a solitary digital truck albeit every one of the orders are not restricting and completely refundable most of individuals need to proceed with the other there could be no other vehicle in history of alternative Enterprises that has assembled such a lot of Revenue with individuals able to put down their cash Without Really knowing while they will get their vehicle ideally assuming all works out positively for Tesla's arrangements for the digital truck clients can at long last be able to drive their own digital truck particularly the people who requested almost immediately as per Garrett Nelson everything that musk can manage is to be centered around something Beyond Tesla and in getting the digital truck to Market one could be allowed he emphasized that the impending model has the most noteworthy buildup of any impending EV in the market overwhelmingly thus the stunner Tesla can put up the new vehicle for sale to public to better he accepts that when individuals truly see the vehicle out and about it will create significantly more interest and more premium how about that these impetus Spike Tesla's development before very long LED Us in on and
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