2022. 8. 10. 테슬라 소식
1. 미국 최대 전기차 구독 서비스 업체인 오토노미에서 테슬라 8,300대를 수주했습니다.
오토노미에서는 17개 업체에서 전기차를 23,000대 구입할 예정으로 이중 테슬라는 8,300대이기 때문에 점유율은 약 36% 입니다.
Autonomy has placed an order for 8,300 Tesla vehicles to expand its fleet. The order comes as part of a broader move to receive 23,000 electric vehicles from 17 different automakers.
Autonomy, the largest electric vehicle subscription-based company in the US, placed an order for 23,000 electric vehicles with 17 global automakers on Tuesday to expand and diversify its subscription fleet, according to a press release. Of these, 8,300 units are Tesla vehicles, which is a significant share, corresponding to more than 36%. The total fleet order is estimated at $1.2 billion.
https://www.tesmanian.com/blogs/tesmanian-blog/autonomy-has-placed-an-order-for-8-300-tesla-vehicles-to-expand-its-fleet
2. 테슬라 모델3/Y는 올해 캘리포니아에서 압도적인 판매량 1위였습니다.
모델Y는 42,320대가 모델3는 38,993대가 상반기에 등록됐으며, 작년 동기 대비 82% 증가했습니다.
Tesla Model Y and Model 3 were the absolute top sellers in California in the first half of 2022. The dominance of Tesla vehicles shows the strong desire of people to own an environmentally friendly and intelligent vehicle with superior performance.
California is the largest and most competitive auto market in the US and Tesla is well positioned there. Tesla Model Y became the state's best-selling vehicle in the first half of 2022, with 42,320 vehicle registrations, according to the California New Car Dealers Association (CNCDA). Model 3 became the second best-selling car in California with 38,993 units sold, further highlighting the growing demand for the company's electric vehicles in the state. The brand registered an 82% increase compared to the same period last year.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-y-and-model-3-are-the-absolute-top-sellers-in-california-in-1h-2022
3. Canacord Genuity 에서 테슬라 PT를 815 에서 881 로 상향 조정했습니다.
상향 이유는 프리몬트 공장 방문시 생산 규모가 제한되어 있음에도 불구하고 생산 능력을 높혔기 때문입니다.
Tesla (NASDAQ: TSLA) gets a price target boost from Canaccord as the Fremont factory has pushed the boundaries of what is possible, analysts said. The morale of the factory workers is very high, which is a strong positive indicator.
Canaccord Genuity has reiterated its “Buy” rating and raised its price target from $815 to $881 on Tesla after analysts visited the manufacturer's factory in Fremont, California. In a note, George Gianarikas wrote that during an analyst visit to the factory on Friday, they were “mesmerized by the factory's chaotic symphony and employee morale,” according to Proactive Investors. In addition, they were greatly impressed by management's ability to push the boundaries of what is possible at the plant. This refers to Tesla’s ability to increase production capacity of the factory despite the fact that it has a limited size compared to other Tesla facilities.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-gets-pt-boost-from-canaccord-as-fremont-factory-pushes-the-limits-of-possible
4. 기가 상하이에서 생산되는 모델Y 에 추가 에어백(사이드 에어백)이 기본 제공됩니다.
안전 향상을 위한 이 혁신은 최근 기가 상하이의 생산 라인을 업그레이드 한 후 도입되었다고 합니다.
All variants of the Tesla Model Y from Giga Shanghai now come with an extra airbag as standard. The move aims to improve all-round safety.
The Chinese-made Tesla Model Y now comes standard with an extra side airbag across all variants, the company announced on Tuesday via its Weibo account. The innovation was introduced following a recent upgrade of the production line at Giga Shanghai.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-y-made-in-giga-shanghai-now-comes-with-an-extra-airbag-to-ensure-all-round-safety
5. 머스크가 테슬라 주식을 매도했습니다.
8월 5일 330만주, 8월 8일 158만주, 8월 9일 304만주. 그래서 총 792만주를 매도한 것으로 파악됩니다.
filling 1 : http://archive.fast-edgar.com/20220809/ARZDT222ZM2SR2ZZ2O2M2CZ6R2KFZZ2SZ242/
filling 3 : http://archive.fast-edgar.com/20220809/ARZ2T222ZM2SR2ZZ2O2M2CZ7U2KFGZ2SZ242/
filling 4 : http://archive.fast-edgar.com/20220809/ARZDT222ZM2SR2ZZ2O2M2CZ7U2KFZZ2SZ242/
아직 머스크가 직접적인 언급을 하진 않았지만 커뮤니티에서는 트위터 인수를 위한 매도가 아닌가 조심스레 추측하고 있습니다.
머스크의 주식 매도로 강하게 오르던 주가의 성장세가 꺾인 것이 이번 만이 아닙니다. 그래서 주주분들 중에 불쾌감을 느끼시는 분들도 계실텐데,
우리방 테찬님(기억력 정말 좋으심)이 집어 주신 것처럼 저는 애매모호한 머스크의 단어 선택에서 다시 팔 수 있다고 생각했었고, 또, 이럴 때는 감정은 내려놓고 이성적으로 대응 매수를 하기 때문에 이번 매도로 받은 충격은 없습니다.
