2021. 8. 21. 테슬라 소식

1. 기가 상하이에서 만든 모델Y 1300대가 노르웨이에 도착했고, 곧 딜리버리될 예정입니다.

A huge shipment of Model Y has arrived in Norway. 1,300 Giga Shanghai-made electric SUVs will soon be delivered to their owners.

<tesmanian.com>

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2. 테슬라에 대해 좋은 평가를 보여줬던 Wedbush 의 댄 아이브스는 휴머노이드에 대해서는 신중한 입장을 보이고 있습니다.

 

기존처럼, 1천달러의 목표주가와 우수 등급을 유지하고 있지만, 머스크가 중국의 수요, 안전 문제, 칩 부족 등의 핵심 과제에 초첨을 맞춰 주면 좋겠다는 의견입니다.

 

사실, 휴머노이드 발표 이전에도 ARK invest 에서 테슬라의 멀티플 산정을 할 수 없어, Monte Carlo 모델 적용을 통해 PT를 제시했는데, 하물며, AI 로봇 사업까지의 진출은 선언한 지금은 아예 예측 불가입니다.

 

이러한 측면에서 자동차 애널리스트만으로 테슬라를 분석하여 투자자들에게 의견과 방향을 제시한다는 것은 말도 안된다는 생각입니다.

 

우리 투자자들도 테슬라에 대해 더욱 다양한 시각으로 바라볼 필요성이 있습니다.

Wedbush analyst Dan Ives maintained his optimistic outlook on Tesla (NASDAQ:TSLA) following the company’s recently-held AI Day recruitment event. In a note, Ives mentioned the potential of innovations such as Project Dojo, as well as the company’s focus on Full Self-Driving. He did, however, share some caution about Elon Musk’s “sci-fi” projects such as the Tesla Bot. Despite his reservations, however, Ives still maintained his “Outperform” rating for the company, as well as a $1,000 12-month price target. 

“In a nutshell, last night showcased the massive AI technology underway at Tesla and speaks to a company which is much more than a traditional auto company. That said, the Street wants Musk to focus on driving near-term battery technology enhancements, capacity buildout (in Berlin and Austin), and fending off rising EV competition from all angles globally and not humanoid robots. We continue to believe Tesla is further building out its technology stronghold on EVs, however focusing on course-correcting the current issues (China demand, safety issues, and chip shortages) is the key task at hand for Musk and the stock,” Ives wrote. 

<teslarati.com>

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3. 어제 선보인 휴머노이드, 테슬라 봇은 내년 시제품 출시입니다.

 

사이버 트럭에 최초로, HW 4 컴퓨터가 탑재될 예정인데, 사이버 트럭도 내년 본격 양산 시작인 것을 보면, D1 칩을 적극 활용한 혁신은 내년에 본격 가속화 될 것으로 판단됩니다.

The Tesla Cybertruck will not only debut a revolutionary manufacturing process, it will also be the first vehicle in the company’s lineup to be equipped with Tesla’s Hardware 4 computer.

Hardware 4 is the successor to the custom HW 3.0 computer that’s currently being deployed to the company’s vehicles today. Comments about the Hardware 4 computer were made by Tesla CEO Elon Musk during AI Day, which featured an in-depth discussion on the company’s AI-driven initiatives.

<teslarati.com>

‘Tesla Bot’ prototype will arrive in 2022, Elon Musk says.

<teslarati.com>