1. Mizuho 가 테슬라 PT를 $230 → $300 으로 상향했습니다.
또한, 이번 분기 eps는 0.83에서 0.86으로 올렸습니다.
Mizuho 는 테슬라가 향후 10년간 EV 선두 주자가 될 것이라 신뢰하고 있습니다.
Tesla received an increase in its price target from $230 to $300 from Mizuho. The firm's analysts believe Tesla will be the EV leader in the next decade as its new factories continue to ramp up production.
Investment firms continue to raise their price targets for Tesla. This comes after the announcement of a very successful delivery quarter. Tesla announced on Sunday it had produced almost 480,000 vehicles in the second quarter and delivered more than 466,000 vehicles. This beat the consensus of 447,000 deliveries by nearly 20,000 units. After that, the manufacturer's shares have continued to rise, and analysts are increasing their price targets.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-received-an-increase-in-the-price-target-to-300-from-mizuho
2. 테슬라가 기가 상하이에서 가장 오래된 배터리 생산 공장은 가동을 중단하고 더 새롭고 효율적인 공장으로 교체할 예정입니다.
IRA 뿐만 아니라, 또다른 인원 감축 이유가 있었군요.
Tesla Giga Shanghai reorganizes battery production. According to a report, the factory's oldest battery production shop will cease operations and be replaced by a newer, more efficient shop.
According to a report by 36kr (via CnEVPost), Tesla Giga Shanghai recently stopped production on its Phase 1 battery line. Previously, the company received battery cells from suppliers and produced battery packs locally. This helped to better control costs and gave greater autonomy.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-shanghai-reorganizes-battery-production-increasing-its-efficiency
3. 메르세데스-벤츠도 NACS를 채택했습니다.
Last month, Mercedes-Benz stated that it was considering the adoption of Tesla’s North American Charging Standard (NACS) for its electric vehicles. Based on an announcement from the German luxury electric vehicle maker on Friday, it would appear that Mercedes-Benz has come to a decision about NACS.
https://www.teslarati.com/mercedes-benz-joins-tesla-nacs-coalition/
4. 어제 중국에서의 EV 가격 담합 소식을 올렸었는데, 캔슬했다네요 ㅎ
https://twitter.com/SawyerMerritt/status/1677563010041237504?s=20
트위터에서 즐기는 Sawyer Merritt
“UPDATE: This agreement has been cancelled. The China Association of Auto Manufacturers, citing antitrust law, retracted a pledge to avoid "abnormal pricing" made two days earlier by 16 automakers, including Tesla. CAAM said it recognized the pricing ple
twitter.com
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