2023. 4. 21. 테슬라 소식

1. 스타십이 우리 나라 시간으로 어제 밤 약 10시 33분경에 성공 발사했습니다.

 

발사 후 약 4분 후에 로켓이 우주선에서 분리되지 못하고 통제 불능으로 회전하긴 했지만, 확실히 다행성종을 위한 한걸음을 내딛었다고 생각할 수 있을 테스트였습니다.

 

SpaceX is developing Starship at the Starbase facility located at Boca Chica Beach, Texas. The one-of-a-kind methane-fueled stainless-steel vehicle is destined to become the world’s largest and most powerful rocket in history. SpaceX performed the long-awaited debut flight of the fully-integrated Starship Super Heavy launch vehicle on April 20. Thousands of space enthusiasts gathered at ‘Isla Blanca’ in South Padre Island, Texas, to watch SpaceX attempt to propel Starship to orbit. The Starbase launch site is visible across a ship channel. Spectators watched with excitement as the 394-foot-tall launch vehicle soared into the sunny sky at 8:33 a.m. Central Time with the mighty roar of 33 powerful Raptor V2 engines, capable of generating over 16.5 million pounds of thrust at liftoff! Everyone cheered as the shiny silver rocket-ship reached a max altitude of around 39 kilometers above the ground. Then around 4 minutes after liftoff, the rocket failed to separate from the spacecraft and spinned out of control in the distant sky.

https://www.tesmanian.com/blogs/tesmanian-blog/420-starship-launch

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2. 테슬라는 2023년 1분기에 전년 동기 대비 슈퍼차저 스테이션 수를 33% 늘렸습니다. 

 

현재 충전소 수는 약 4,947대이며 곧 5,000번째 슈퍼차저 스테이션 개소를 축하할 예정입니다.

 

 According to the data provided by Tesla in its Q1 2023 report, 269 new Supercharger stations were installed last quarter. This is 33% more than in Q1 2022. As of the end of the quarter, the total number of charging stations reached 4,947, so the company will soon celebrate the installation of its 5,000th Supercharger station.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-increased-the-number-of-superchargers-by-33-yoy-in-q1-expanding-ev-access-to-charging

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3. ARK Invest는 테슬라 장기 가이던스를 갱신했습니다.

 

2027년 평균 예상가치는 주당 $ 2,000(Bull $2,500 / Bear $1,400)로 발표했습니다.

 

어제의 큰 주가 하락에 실망하신 분들도 꽤 있으시겠지만, 아직 본게임이 시작된 것은 아니죠. 

 

https://twitter.com/TashaARK/status/1649151137080045581?s=20

트위터에서 즐기는 Tasha Keeney

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4. Wedbush 의 댄 아이브스는 테슬라 PT를 $225 → $215로 하향했습니다.

 

여전히 테슬라에 대해 불리쉬이지만, 월가의 예상 마진율 20.7% 낮았던 19.3% 로 인해 낮춘 것으로 보입니다.

 

While automotive gross margin came in at 19.3 percent, with Wall Street expecting 20.7 percent
, analysts like Dan Ives of Wedbush highlighted that the price cuts were used to “further stimulate consumer demand in a shaky macro amidst rising EV competition globally in this EV arms race.”

https://www.teslarati.com/tesla-tsla-margins-q1-2023-earnings/