2022. 8. 25. 테슬라 소식

1. S&P 글로벌에 의하면 2022년 5월 미국에서 테슬라 브랜드 충성도는 63%였다고 합니다. 

 

29.4% 였던 2021년 5월보다 2배 이상 상승했습니다. 

 

Tesla brand loyalty in the US in May 2022 was 63%, which is exceptional when viewed from almost any perspective, according to S&P Global. This is more than double the loyalty in May 2021, when it was 29.4%. In addition, this is the highest brand loyalty not only among luxury brands, but among all brands in the industry in May. This loyalty score is 12.3 points higher than the second-place Lincoln in the luxury car segment. This is the ninth month in a row that Tesla's loyalty has exceeded 60%. To top it off, Tesla is the only brand to break the 60 percent brand loyalty threshold between 2021 and May 2022, at a time when the entire automotive industry was suffering from component shortages.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-has-doubled-brand-loyalty-in-the-us-and-is-leading-among-all-brands

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2. 미국에서의 모델Y LR 배송 기간이 약 1달 단축됐습니다. 기존 2023년 4-7월에서 3-7월로 빨라졌습니다. 

 

그 이유는 기가 텍사스에서의 생산량 증대와 프리몬트 공장에서의 생산 능력 증대가 성공적으로 진전되었기 때문입니다.

 

Tesla is reducing the delivery time of Model Y Long Range to its US customers by approximately four weeks. This indicates progress in ramping up production at Giga Texas and consolidating success in increasing production capacity at the Fremont factory.

Tesla has shortened the delivery time of Model Y Long Range for its customers in the US, which has been noticed by @SawyerMerritt/Twitter. Now, when ordering a Model Y LR with 19” Gemini Wheels, as standard, the estimated delivery date is March-July 2023, which is a one-month reduction from April-July 2023 earlier. When ordering Model Y LR with 20” Induction Wheels, which are priced at $2,000, the lower cap of delivery time was also reduced by one month, to December 2022 from January 2023. At the same time, the upper cap of the estimated delivery date remains the same as it was, in April 2023.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-is-cutting-delivery-times-for-the-model-y-lr-in-the-us-in-some-configurations-indicating-progress-in-ramping-up-production

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3. 어제 한국 개인투자자들의 테슬라 보유액이 이슈가 되었죠.

 

코로나 기간 동안 100배 이상 증가하여 150억 달러($ 15B / 20조 880억원)를 기록하고 있다고 합니다.

South Korean retail investors have amassed large stakes in Tesla (NASDAQ: TSLA). Throughout the pandemic, their combined assets have more than 100-fold increased to more than $15 billion.

Retail South Korean investors continue to increase their stake in Tesla, hoping to multiply their savings. loomberg
 reported about the Park Sunghyun family, who sold their house in Seoul, moved into a rented apartment, and invested their $230,000 family savings in Tesla stock. They dreamed of buying a bigger house, but the money they made from selling their house was not enough as prices rose significantly and their purchasing power was drastically reduced due to COVID-19 and the situation in the country.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-is-the-largest-asset-of-south-korean-individual-investors-who-have-a-stake-on-it-of-15-billion

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4. 오늘 머스크와 T 모바일 CEO Mike Sievert가 연결성 강화 계획을 발표할 예정입니다. 

 

포스팅 하는 시간으로부터 약 22시간 남은 것 같습니다.

 

https://youtu.be/Qzli-Ww26Qs

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5. Wedbush 애널리스트 댄 아이브스는 주식 분할 후 가격대로 PT를 $360으로 상향했습니다. 

 

상향 이유는 기가 상하이의 조립 라인 업그레이드와 주식 분할 후의 상승력입니다.

 

Wedbush Securities analyst Dan Ives announced that the wealth management firm would raise its Tesla post-split price target to $360. 

Wedbush’s pre-split price target for TSLA stock was $1,000. Previously, it predicted that Tesla shares would hit $333 after the 3:1 stock split.

“We are adjusting our pre-split $1,000 price target ($333 post split) to $360 reflecting the 3:1 split as well as improved production from Tesla out of its key China Giga factory during the September quarter with clear momentum heading into year-end. We note Tesla’s last stock split was a 5:1 split announced in August 2020. We maintain our OUTPERFORM rating,” noted Wedbush in a Street Insider report.

https://www.teslarati.com/wedbush-tsla-stock-split-price-target/