저자: MattPocius · 외국인
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테슬라 미국 재고가 크게 감소했다는 점을 긍정적 신호로 해석하며, 생산 중단 영향 가능성을 언급. 포드의 EV 생산 축소와 손실 확대, 테슬라의 인도·유럽 확장, 충전 인프라 성장 등을 다룸. 가격 경쟁과 EV 수요 관점에서 경쟁사 및 사이버트럭 출시 영향을 논의하며, 테슬라 주식이 아직 미개척 수요가 있어 매수 기회라고 주장.
다듬은 글
good news today for Tesla stock the inventory is down substantially in the US you can see that especially the model 3 in red is down a lot as well as the model S and X in green and orange and the model Y is down noticeably as well in blue of course this is at least partially related to Tesla shutting down the three month Factory temporarily but it was shut down for such a short period of time that it's not exactly clear if it indeed had a huge effect it still had some effect but did it have such a huge effect it's not clear but let's assume that it was 100 because of a factory shutdown then the Tesla Bears cannot say anymore oh well you know uh Tesla does not show duplicates in their inventory Tesla could have 100 vehicles but it may only show one but this suggests that Tesla's inventory in the US is very low because if such a short production shutdown can impact the inventory level by this much that's good news but also let's not forget that Tesla right now allows you to transfer your FSD software to a new vehicle so maybe this has some impact as well also a few days ago if you configured your vehicle on Tesla's website Tesla would show you similar vehicles that are already in inventory and maybe this also contributed to inventory going down but my guess is that most of this drop is because of the production shutdown because if it wasn't then you would see probably a similar decline in model y inventory as well the model less than x and 3 dropped a lot except for the model Y and guess why I think it was because model wise were still made didn't get taxes and therefore the drawdown on the model y inventory was not as high as compared to the model 3 and model snx in the market likes this news and perhaps other Tesla stock news as well today before the market closed Tesla stock was up 4.2 percent and surprise surprise Tesla stock actually ended up closing at 4.2 percent higher and on July 3rd Tesla stock closed 6.9 percent higher what a month we have another photo of the refresh model 3 out in the wild why do you think the windows are so tinted my guess is there's something substantially different on the inside also not surprisingly Ford pushed there 600 000 annually V capacity to 2024 from 2023.
capacity does not mean that Ford will actually end up or is targeting to produce that many actual vehicles I mean they will try but uh it's not very likely that they will actually make that many that soon Tesla continues redesigning its website you can still see Vehicles like this just like you were able to see them before but now if you scroll over these here you can also see everything else all at once which sort of simplifies some of the things a little bit you can have the whole picture all at once I personally like this news Tesla referral credits can now be earned with demo drives you won't get many credits from one demo drive but if you refer a lot of people to demo drives you will get a substantial amount most likely because one of them will actually end up buying the car we have some interesting predictions in terms of how big the charging infrastructure is going to be in the US and I think they are grossly underestimating Tesla here Tesla is right here in this color and as you can see the growth is a linear now we all know that Tesla grows exponentially but EV adoption LLC I guess did not learn their lesson yet speaking of exponentials Ford's losses from its EV business yeah well they were guiding a three billion dollars for this year but they have updated that projection to now 4.5 billion dollars in operating losses for the year to give you prospective Tesla's largest operating loss in its history was in Q2 of 2018 which was 600 million dollars roughly and the largest annual loss was 1.6 billion dollars speaking of rather quick growth this is the fifth V4 supercharger in the world this one is in France here's something I wasn't quite aware of in Europe all of the energy for supercharging comes from renewable energy 100 of it do you senior Tesla Executives discussed the company's plans to enter India with officials from the country's investment promotion arm in New Delhi two people with direct knowledge of the matter is set I think at this point it is pretty evident that Tesla is definitely interested in India the us-based executive senior public policy and Business Development executive Rohan Patel and the vice president for supply chain Roshan Thomas are currently in New Delhi and met officials from the invest India agency it's really just a question of when will Tesla build something in India it's not a question of will Tesla build something in India anymore there was a lot of police over at Giga taxes uh due to supposedly an active shooter there was a 9-1-1 call but thankfully it was eventually deemed a false alarm there's a little bit of a debate going on on Twitter about Tesla and advertising and how many people still don't know all of the benefits in Emmett wrote down a list of what many people in the general public still are not aware of they assume that Teslas are very expensive they think that Tesla's needs service which is not really true we haven't serviced our car in a while like an actual service they think that a dealer somehow also is involved they are not aware of the Superior Traction and snow ice none of our Superior entertainment not aware of superior safety and not aware of mobile app advantages not aware of how easy it is to use the autopilot and how fast and quickly FSD beta is improving they're not aware how easy it is to set up home charging etc etc etc in all the rewards it is still a Tesla stock buying opportunity because there's a lot of demand that has not been unlocked by Tesla yet yesterday A lot of people were talking about this tweet where Elon said I tested the version 12 alpha build today it is mind-blowing and people are saying that elon's mind is easily blown because he has tweeted these things before but this time he's saying that version 12 is not going to be beta so it's a little bit different but of course that could simply mean version 12 is not going to be released until full self driving is out of beta which could mean a lot of FSD 11 versions I also found this video where you get a glimpse of a cyber truck being built I assume they are still working out there issues with the Cyber truck and this is probably a release candidate although we can't be a hundred percent sure there's another sighting of a cyber truck this seems to have a different route than the previous ones doesn't it this one looks a little bit I don't know I like this one a little bit better the old one is on the right and the new one is on the left I guess they have the exact same pattern but the colors on the right side just don't look as good it's probably because of the camera and maybe how the light makes the Cyber truck look on the left is just a little bit better so yeah I was not a fan of this one at first but here I think it looks quite a bit better although I still prefer a cyber truck without a wrap what are the near-term headwinds that we have Ford saying they're going to cut back on production and even Elon musang Tesla will do the same in the near term I need a challenge here is is price really one of the things that really kind of shook investors in Tesla was the the suggestion by Elon Musk that maybe price Cuts aren't done uh this year that he wasn't he wasn't committing to this idea that he wasn't going to cut any more prices and and it really that's kind of gets at the overall the issue in the industry is electric cars are just more pricey than gas cars and what will Pro what will customers pay for and so we've seen a little bit of a price war and when we look at forged results and you see that they're losing what forty thousand dollars on the sale of the Maki ichimaki that's uh that's you know kind of something that shakes so investors it shakes the company needs the c-suite and it is worrisome if you're going to have an electric future I mean certainly not sustainable to continue to see losses when you sell a vehicle well it seems like the mainstream media agrees with Elon that pricing for electric vehicles is still a little bit too high I want to dig a little bit deeper in prices not only prices of EVS but also gas prices I'm taking a look at AAA right now regular unleaded 13 percent lower than a year ago 25 percent lower than the all-time high in June of last year do gas prices if they stay where they are does that continue to be pressure on the EV Market you know years ago when the Auto industry was was thinking about electric vehicles it thought it needed to compete against gas prices and that's why they really struggled with bringing out a kind of an affordable electric vehicle that really kind of you kind of compete in that area what the the Breakthrough that Tesla had was the sell and electric vehicle that was so cool that was so uh sexy that it wasn't about price it was about performance or something else and that was kind of the winning model for them as we tried as the industry tries to move forward to get more people into electric vehicles that their challenge with price is going to be the issue there uh just because you know a person is looking at it as maybe their daily driver and they're weighing all of these things range uh how far they can go on a charge of the cost of ownership these are kind of the major levers that are being pulled you look at every metric Canadian and winning not only do people really like the performance off Teslas they also like their reliability now in the gas powered vehicle world if you get a car that has high performance oh you better be prepared to deal with huge reliability issues well no more Viv TVs you don't have that problem let's talk about competition overall we're highlighting some of the biggest players Ford and Tesla and some of their plans to cut back production but we're also seeing increased competition our fill a bow came on I was a bit shocked he said the rivien r1t that's the best-selling electric pickup in the U.S are some of these upstarts are they starting to pull some of the market share away from the oems those are very interesting products out there and bringing excitement into the market but also making a competitor for making it more competitive for those established players Ford just does not uh is not the king of of pickups when it comes to the EV market and not to say that they're they're offering is an appealing to people but there is huge competition and it's only going to get harder later this year as as Tesla brings out its cyber truck which is going to kind of proudly appeal to a different kind of subset of buyers of pickup and nevertheless in the electric space to add a lot of spark and composition I think the Saba truck supposedly appealing to a different subset of people is actually going to be a great thing because I think a lot of these people would have never considered buying a pickup truck ever for example my wife never ever mentioned anything about you know maybe one day we should get a pickup truck until the Cyber truck was announced and then she went ahead and put a reservation out and I said okay yeah okay we can get a cyber truck so yes it was actually my wife putting down the deposit and not me I think the Cyber truck is going to surprise many many people and YouTube says you should watch this video next and if you haven't finished watching this Elon Musk interview watch this one first my name is malposius like And subscribe if you haven't yet and I w
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