저자: 김진우 · 한국인
요약 보기
테슬라는 중국 시장 중심의 저가형 Model Y·L 출시와 FSD·편의 기능 강화로 단기적으로 하락 전환 신호가 보이나, 조정 후 재상승 가능성을 주장. 팔란티어는 최근 급락 후 추가 하락 가능성을 언급하며 반등 시 숏커버링 등 변동성을 예상. 발언자는 텔레그램 채널을 통한 시나리오 공유를 강조하며 금전 요구는 없다고 밝힘.
다듬은 글
Well then, hello everyone. This is Jinwoo Kim. Now, the company I am going to talk about today is. I will now explain Tesla and Palantir together . First of all, Tesla's short-term direction is showing signs of shifting to a downward trend so far. So, accordingly, we looked into Tesla's future direction and issues amidst the current situation, and also , Palantir has recently dropped significantly.
So, let's take a look together at how we should respond to these issues and what is currently happening . Before starting the video, I would like to respectfully ask you to subscribe and like . I hope you will watch the video until the end today as well . Now, first, we are going to take a look at Tesla .
Uh, recently, it has been showing signs of entering the market with the Model YL at a reasonable price . Tesla is clearly making the most of the incoming tide, and one of the reasons Tesla is running wild right now is that while there is a variety of players in the electric vehicle market, including Tesla and BYD, BYD is currently showing a downward trend .
So, when we think about this BYY, what does China want? The price is low, and we are currently focusing on increasing sales volume while keeping the price low . So, what do these Chinese people like? You like BYYD, don't you? Now, but what is the important thing? The reality of BYYD that we are currently unaware of is that the inventory is too large and the number of accidents is too high, so even Chinese people are reluctant to buy BYYD.
BYYD, for which sales volume was the priority, is increasingly plummeting, and accordingly, Tesla, which had been continuously selling off its inventory, added the FSD feature because the software runs automatically as long as an update is available . There are cases where there is no problem even if the inventory continues to be sold .
So, along with these aspects, the plan is to enter the market with reasonable pricing for the Model Y and Model L, thereby targeting even the Chinese market . So, it's August 18th local time, right? With the official local launch in China on August 18th, the price is a whopping 65 million won, which is very affordable compared to the previous model and the usual price, and they are also preparing the S model.
S is now considering the 30 million won range. So, while maintaining the brand image of luxury vehicles, the price has dropped . In Korea as well, we expect the import price to be around 80 million won. I think the price is not bad at all, considering it is around the level of the Model Y and L. When looking at the situation where it previously exceeded 100 million won, prices are gradually decreasing while performance is increasing even more.
Since Elon Musker is confidently talking about the upcoming V14, specifically the FSD V14, I think it is a very reasonable price considering this feature . When analyzing the functions of Y and L this time, there are other advantages . Tesla vehicles are the first to feature electric rear armrests. Also, you can see that the second and third row seats can be electrically folded with a single electric button, and there are even independent air vents in the second and third rows.
So, the point is that Tesla is the very company that continues to develop new features day by day . Therefore, it emphasizes the inclusion of these new features and the optimized appearance of a family car, while also conveying a strong sense of luxury . The brand value continues to rise. And seeing them continue to take on new features that were not included in the car, the future looks bright.
Therefore, even in the family car market, eventually, it must establish itself as a family car to grow further . So, we are taking it all at once. It means we intend to capture the common elements of this design, which is optimized for both the younger generation and families . Looking at the additional details revealed, if you look at this photo, a manually adjustable head rate has been added.
And regarding the electric front and rear that Tesla first mentioned at the end, this is the part that looks like this. So, right? It even has a front seat thigh support that can be extended and retracted . So, by releasing these detailed photos, they are demonstrating improvements to convenience for future long-distance driving and enhancing convenience in a realistic manner .
So, as I explained earlier, as I mentioned back then, with this new challenge being optimized for family cars, what does Tesla want to achieve going forward? We must not create fatigue even while driving. Tesla's goal now is that driving should be a form of healing . So now, Tesla is adding him as well.
I'll include a secretary, too. What else is there? I'll include games too. The plan is to establish it as a relaxation space where you can include YouTube and enjoy various videos and games . So, in this regard, FSD will really demonstrate its capabilities in long-distance driving going forward. Also, if this part is established, it means that we are continuously adding design elements in advance to make the resting space more convenient in the future .
In accordance with that. Preparations for the robot are underway, and as for the design, it features a new light gold color and shows a redesigned look with new wheels. And looking at the elongated body, the Hilo, and the thickened rear, you can see that the interior space is very spacious, and it also displays a very overwhelming design .
So, what I am saying right now is that while there is talk about how good Tesla is, I am speaking from the perspective of China. I would like to reiterate that I am not speaking from a Korean perspective. We are focusing on this aspect because Tesla is currently concentrating on increasing revenue by targeting the Chinese market .
Furthermore, judging by the market reaction following the launch of Y and L, they have shown significant popularity, even entering the real-time search rankings on China's Weibo. A key point is that they are receiving an enthusiastic response on social media. It means they are showing a positive response .
In addition to the positive aspects that it will fundamentally change long-distance driving, the master space for space management is significantly wider because electric vehicles now place the battery underneath, so the space is definitely more spacious. And there is demand for the Model X, but with the YL, right?
It means I want to change it . Now, the important point we need to look at here is why China and the U.S. are trying to target this . First of all, in the case of China, the land area is very large. Right? The same goes for the U.S. So, the need to go down this road is no joke. So, that means the social media reaction in China is bound to be positive as well .
That is why people are saying they want to switch to the YL. This YL model is receiving favorable reviews for its spatial convenience and is currently generating a heated response on Chinese Weibo, proving its popularity . So, if we look at this, we can see that these aspects are being reflected in advance in terms of sales and growth.
He, too, is now rising up in accordance with this . The controversy surrounding Model X due to Model YL is being discarded, and this part also needs to be checked . Now, if we look into it, there is talk that it would be desirable to stop production of the Tesla S and X, withdraw production of the Model 3 and Y from Fremont, and then build a new dedicated production facility for the completely flat robot and now the CyberCap drone .
And they continue to argue that the profit per flat plate part of the S and X lines will probably not have a template either . So, that means they are showing conflicting signs. So, looking at this person's argument, it might be unpopular, but seeing the Model YL, Model 3's performance, and Road appearing one after another, I think the answer is already clear.
In this regard, they are saying that production of the low-profit X should be stopped and the focus should continue on future-oriented products . Uh, since profitability is poor in this area—because the prices are high and sales aren't good— there are also opinions suggesting that we should focus on this.
Secondly, there is an argument that X is needed in this area. There is talk that models like the X are also necessary to focus on the luxury market, such as the S-Class, the Mercedes S- Class, and now Bentley, Porsche, and BMW . Therefore, since you can enjoy the features despite shooting at half the price, it is necessary to differentiate the price by adding a more upgraded version and clearly including the features to provide sufficient differentiation .
Therefore, YL's origin is demonstrating its impact by shaking even the very meaning of X's existence . However, since Elon Musk is currently pursuing products that are affordable yet high-functional to target this market, he is showing himself bickering and being active on social media regarding this debate .
Looking at YL's future prospects, we are anticipating the expansion of global sales and are even considering entering the Korean market . For now, they have announced plans to increase sales in China and continue global expansion with sales scheduled to open in Australia next year . These days, when it comes to AI, what is Tesla doing right now?
Regarding the recent issue concerning Samsung Electronics, we need to pay closer attention to the relationship between Tesla, Samsung Electronics, and Korea. Why are you structuring the scenario like this right now ? Why are Samsung and Tesla so closely connected? When asked why Elon Musk is stepping forward, from Tesla's perspective: I need Samsung.
Because they are blocking Grok right now. While the pace of AI development is growing, Apple apps are repeatedly blocking it . So, Tesla, which is closest to this AI, has now chosen Korea. So, I believe that the reason Samsung Electronics continues to maintain this status is due to these factors. If Tesla were to enter the Korean market, there could be opportunities to benefit from additional features like these .
So, people are paying attention and expecting a rapid introduction in this area. Therefore, I believe they will enter the Korean market very soon. We can see that they plan to start in China to boost sales and gradually expand, and I would say that this aspect is also worth paying attention to regarding their global expansion.
Now, if that happens, I would say that despite these short-term negative factors, Tesla's stock price could rise at any time. I mentioned this before, but I am revisiting the previous scenario to explain it again; I believe that the upward momentum still remains. So, regarding the one word that went up here, it is finally time for another word to come out all at once, but I would like to say that the sideways movement will just be prolonged a bit.
I think there could be further short-term declines from here . However, the point is that the stock price can be pumped up once again following this part . So, I would suggest that we wait for this pumping phase ahead and aim for a big rise. Also, was n't there the Palantir issue recently? So, if you look at Palantir, it's the same with Palantir.
I mention this Tesla every time, but I'm going to delete it now. I don't need this anymore . I will explain this in more detail later, but today I mentioned it again on Telegram . I additionally mentioned this new scenario . What I told you was, if you look here, I mentioned Palantir above, but it could drop even further from here .
Looking at the current situation, I think there should be a breakout in all these areas right now, but so far, it hasn't happened as much . So, I think that today, too, along with further decline, we need to show some signs of pushing it up. So, if things get pushed back like this, what happens ? This means that people who bought at the peak might cut their losses, or that the skids created by short sellers could emerge .
And with that, such a rise could occur once again. So it will go up, but this rise can eventually create a falling shape again . So, while a short-term rebound might be suppressed for a while, I am looking at a perspective where some shaking will form for the time being, followed by a rise. I have posted a more detailed announcement regarding this on Telegram, so I suggested that you join the Telegram group to check out my scenario.
With that, we discussed Tesla and Palantir today . So, as you can see, I have mentioned Telegram to you all and have been talking about it every time . You can access this Telegram channel via the link at the bottom of the video. If you look at the link at the bottom of the video, I have posted a Telegram join link here to make it easier for you to join.
So, as soon as you join this Telegram group, this message appears. If you click Open here, you can enter directly . So, the scenario I am currently thinking of keeps changing. This buying position keeps shifting. Why is it changing? As I keep mentioning, the price drops change depending on the trading volume and whether whales are accumulating .
Like this, continuously. So, I also said it would suddenly go up like this, but if these whales suddenly sell everything at market price, it will probably go down. So, it means we are conducting an analysis once again compared to what was determined. So, we continue to analyze in this way to tailor the scenario direction for you .
Then what's good about this? You probably won't easily fall victim to these whales or the people called these forces . So, as those of you who have watched my previous videos know, I have been helping you a lot since the past by accommodating you all. We were finishing up well this time, but changed the scenario due to the recent crash.
For those of you who have watched my videos before, your average purchase price is likely very low. Since the current crash might be confusing, I would like to say that you need to watch my videos a bit more deeply right now. I have written down the entire scenario . So, since you can receive help as you proceed in this area, I hope you all join Telegram and get a lot of support .
I will say it once again. I am not making any financial demands at this time. And I don't have any reason to talk to you one-on-one either. We are not even talking on KakaoTalk . So, if you save this profile, have a one-on-one conversation, and say you want to make a good profit, and ask me for money, then I am not.
All announcements are made exclusively through Kim Jin-hoo's Telegram room shown here, so please keep this in mind. I hope this will be of great help to you in your future investments. thank you
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