테슬라(Tesla)
2022. 2. 26. 테슬라 소식
TeslaZoa
2022. 2. 26. 09:30
1. Daiwa 증권에서 테슬라 매수 등급을 'Neutral' 에서 'Outperform' 으로 상향했고, PT는 $980 에서 $900으로 하향 조정했습니다.
이 증권사는 테슬라는 중국에서 효율적인 수출 능력을 갖췄고 칩 부족 관리 능력도 있기 때문에 러시아와 우크라이나 사건으로 유가가 급등한 가운데 경쟁력이 있다고 말했습니다.
근데 글쎄요.. PT 하향 조정은 탐탁진 않네요.
“Tesla’s ability to export out of cost-efficient China and history of better managing chip shortages in 2021 could strengthen its competitive position under the current Russia/Ukraine situation,” Nathan wrote in a note to investors this morning. “At the same time, higher oil prices and potential scenario of fuel shortages, especially in Europe, could accelerate the shift to EVs.”
The current situation in Ukraine also could have some effect on EV adoption in Europe, especially as crude oil prices were trading above $100 a barrel for the first time in nearly eight years yesterday, according to MarketWatch. Increased gas prices due to the conflict could lead consumers to sway toward EVs. The note from Daiwa also said that decreased profit contribution from automaker’s combustion engine sales could ultimately slow the adoption of EVs from manufacturers attempting to transition to electric powertrains. With Tesla expanding manufacturing and other automakers uncertain of the consumer climate for gas cars moving forward, the situation warranted an upgrade on $TSLA stock.
Nathan upgraded Tesla from “Neutral” to “Outperform” but also downgraded his price target from $980 to $900. At the time of writing, Tesla shares were trading at $801.83, up just 0.13 percent.
<teslarati.com>
2. 올해 2월 중순부터 생산된 모델S/X 차량에는 비전을 제외하고, 더이상 레이더를 활용해 기능 수행을 하지 않겠다고 홈페이지에서 공식 발표했습니다.
첫 언급은 2021년 5월이었습니다.
In May 2021, Tesla announced that all Model 3 and Model Y vehicles delivered from that month on would no longer equip radar. Instead, the vehicles would utilize Tesla’s “Pure Vision” approach, which only uses its eight external cameras to perform semi-autonomous driving functions.
Tesla officially announced on its “Transitioning to Tesla Vision” webpage last night that all Model S and Model X vehicles built from mid-February on would only equip Pure Vision, and no longer would utilize any radar to perform its functionalities. “As of mid-February 2022, all Model S and Model X built for the North American market utilize Tesla Vision. All Model S and Model X built for the North American market prior are equipped with radar,” Tesla said.
<teslarati.com>
3. 기가 텍사스에서 더 많은 프로젝트들을 위해 주변 근처의 땅을 사들이고 있다고 합니다.
최근 접수된 서류에 의하면 1100만 달러, 22만 평방 피트 규모의 창고는 올해 6월 1일 착공에 들어가 2023년 6월 1일 완공이라고 합니다. 다만, 예비 파일이기 때문에 증축 과정의 변화는 언제든 있을 수 있으며, 땅의 소유주는 Horse Ranch LLC 입니다.
It appears that Tesla is gathering more land for some more projects around the Gigafactory Texas area. As per recent filings to the Texas Department of Licensing and Regulation, plans seem to be underway to construct an $11 million, 220,000-square-foot warehouse just across the Colorado River, close to Tesla’s massive electric vehicle plant.
According to the recent filings, the $11 million, 220,000-square-foot warehouse will start construction on June 1, 2022, with a target completion date of June 1, 2023. Considering that such filings are often preliminary, however, there is a good chance that the project would still see changes over the course of the facility’s buildout.
<teslarati.com>
4. 트로이님이 올해 3월 20일 경 기가 상하이 신규 공장을 건설한다는 가정 하에, 기존 기가 상하이 건설 스케쥴과 비교한 결과 신규 공장에서의 양산 시작은 6월입니다.
5. Maryland 주 Sykesvill 경찰청에서 모델Y를 구매했습니다.
한 곳 한 곳, 한 대 한 대, 늘어나고 추가되고 있습니다.
Tesla vehicles are increasingly becoming the choice for police departments. The Sykesville, Maryland, Police Department added Tesla Model Y to their fleet because the vehicle best suited their requirements and will have a long service life as well as low operating costs.
<tesmanian.com>
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