2022. 1. 19. 테슬라 소식

1. 제프리스의 애널리스트 Phillippe Houchois 의 의견을 살펴보면, 테슬라에 대한 논의가 EV를 중심으로 이어지고 있는데, 이제는 테슬라의 중요성이 EV를 넘어 세계 자동차 시장에 있다고 합니다.

 

쉽게 말해, 테슬라가 내연기관 자동차 업체들을 강하게 위협하고 있다는 소리죠.

 

Houchois 의 테슬라 PT는 $ 1,400 이고, 등급은 'Buy'입니다.

Tesla’s importance as an automotive company is undoubtedly one of the most crucial in the storied history of car manufacturing. While Tesla’s influence undoubtedly shifted many legacy car companies to consider electrification as a potential outlet for growth and evolution, Jefferies analyst Phillippe Houchois says that now the electric automaker deserves to be in the conversation of “cars,” and not just electric ones.

“Too many Tesla discussions still revolve around EVs when the topic should be how much global share Tesla will gain this year and through 2023,” Houchois wrote in a note to investors on Tuesday. “Barring a quick and full recovery to 2019 levels, EV growth is set to throw traditional OEMs’ cost base off-balance as EVs most replace lost ICE sales.”

Houchois holds a $1,400 price target and a “Buy” rating on TSLA stock. He is ranked 183 out of 7,778 analysts on TipRanks and has a success rate of 65% with an average return of 32.8%.

<teslarati.com>

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2. FSD의 가격이 $12,000 로 인상되었습니다.

 

그런데, 아직 한국은 9백만원대네요.

 

Tesla has raised the price of its Full Self-Driving Capability to $12,000. The adjustment comes less than two years since the company raised FSD’s price from $8,000 to $10,000 back in 2020. 

The recent price increase was initially announced by CEO Elon Musk on Twitter earlier this month. In his update, Musk stated that FSD’s price would be rising to $12,000 on January 17, though he did highlight that the adjustment would only apply to the United States. Musk further noted that FSD should see some price increases as the system approaches its production release.

<teslarati.com>

 

인상 소식에 대해 머스크는, 사람들이 아직 자율주행이 얼마나 가치 있는지에 대해 이해하지 못한다는 트윗을 남겼습니다. 

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3. @SawyerMerritt 님이 Credit Suisse 의 애널리스트 Dan Levy 의 테슬라 PT를 공유했습니다.

 

기존 $830 에서 $ 1,025로 상향했네요.

또한 Blue sky 시나리오(Bull case)에서는 $ 1,200 에서 $ 1,700 로 가격을 올렸습니다.