Tesla (TSLA) tau teem sijhawm tuav nws cov neeg ua lag luam hnub tom ntej no, nrog CEO Elon Musk teasing qhia txog "Master Plan 3" cov ntsiab lus. Ua raws li nws cov qauv yav dhau los ua ntej ntawm qhov kev tshwm sim, Tesla Tshuag tau booked nws thawj lub lis piam tom qab nce siab rau rau lub lim tiam.
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Ua ntej hnub Friday lub thim rov qab, Tesla Tshuag tau ze li ob npaug los ntawm nws lub Ib Hlis 6 dais-kev lag luam qis ntawm 101.81, ua raws li keeb kwm qauv ntawm TSLA shares khiav ua ntej ntawm cov xwm txheej zoo sib xws. Hauv 2016, Tesla Tshuag tau mus rau ib hlis ntev 22% khiav ua ntej Musk qhov thib ob "Master Plan" tshaj tawm rau Lub Xya Hli 20, 2016.
"Txawm hais tias tus qauv me me, TSLA muaj - tej zaum xav tsis thoob - ua tsis tau zoo hauv lub lis piam ua ntej (los ntawm 200 bps) thiab lub lim tiam tom qab (los ntawm 600 bps) cov neeg ua lag luam cov xwm txheej hauv peb lub xyoos dhau los," Bernstein tus kws tshuaj ntsuam Toni Sacconaghi tau sau hnub Wednesday.
"Txhua lub qhov muag yog nyob rau TSLA hnub yuav los tom ntej ntawm cov neeg ua lag luam nyob rau lub Peb Hlis 1 thiab peb nco ntsoov tias TSLA cov khoom lag luam tau nyiam ua ntej ntawm cov xwm txheej yav dhau los," CFRA tus kws tshuaj ntsuam Garrett Nelson ntxiv tsis ntev los no.
Tesla Tshuag poob 2.6% rau 196.82 hauv kev ua lag luam hnub Friday. TSLA sib koom siab tshaj 0.6% rau 202.07 Thursday. Nyob rau lub asthiv, Tesla Tshuag poob 5.5%, tab sis cov khoom lag luam tau nce ib ncig 90% txij li Lub Ib Hlis 6.
Tesla Tshuag zoo li tab tom tsim ib qho kev sib tw. Yog tias Tesla cov khoom lag luam sib sau ua ke kom txog rau thaum tus neeg ua lag luam hnub tshwm sim rau hnub Wednesday, qhov kev tawm tsam yuav muaj feem cuam tshuam nrog kev tshem tawm 200-hnub mus nruab nrab.
Master Plan Number 3
Tesla thawj Txoj Kev Npaj Ua Haujlwm, tau tshaj tawm thaum Lub Yim Hli 2006, nthuav qhia lub tuam txhab lub hom phiaj los tsim kom muaj ntau yam EVs. Nyob ib ncig ntawm 10 xyoo tom qab, Musk tau nthuav tawm nws qhov thib ob "Master Plan," uas tau tsom mus rau kev tsav tus kheej muaj peev xwm thiab roj teeb lub zog cia.
Musk hais tias nws "Master Plan 3" yog hais txog "txoj kev mus rau lub zog ruaj khov rau lub ntiaj teb yav tom ntej."
Txawm li cas los xij, tus CEO billionaire feem ntau yog niam ntawm cov ntsiab lus. Musk rau hnub Wednesday tau hais tias Lub Peb Hlis 1 yuav yog hnub ua lag luam uas tsis yog rau Tesla cov tub ua lag luam xwb tab sis rau cov tub ua lag luam "hauv ntiaj teb." Nws cov lus tuaj thaum lub sijhawm nthuav tawm Tesla's Engineering HQ hauv Palo Alto.
Musk tau hais ntxiv Lub Peb Hlis 1 yuav hais txog "piav qhia peb yuav ua li cas thiaj li tau txais lub zog ruaj khov rau yav tom ntej thiab tib neeg yuav tsum muaj kev cia siab thiab kev cia siab rau yav tom ntej."
Kev Ua Lag Luam Rally puas; Yuav Investor Day Roj Tesla?
Tesla Tshuag: Yuav ua li cas cov kws tshuaj ntsuam xav tau
Sacconaghi tau sau hnub Wednesday "qhov teeb meem tseem ceeb tshaj" rau Tesla mus rau hauv nws cov neeg ua lag luam hnub yog cov xwm txheej ntawm nws cov tiam tom ntej, tus nqi qis dua tsheb platform.
"Peb / cov neeg lag luam tsis muaj kev cia siab rau cov khoom tshaj tawm, tab sis kev nthuav dav ntxiv ntawm tus nqi, muab thiab tshwj xeeb tshaj yog lub sijhawm tseem ceeb tshaj," Sacconaghi tau sau.
Tesla tau rov hais dua ib qho EV uas yuav zaum ntawm $ 25,000 tus nqi taw tes. CFO Zachary Kirkhorn thaum lub sij hawm Q4 cov nyiaj tau los hu tau hais tias "tam sim no tsheb platform" yog qhov tseem ceeb. Qhov no tuaj yeem txhais tau tias pheej yig dua, tsis yooj yim, Tesla Model 2 tuaj yeem ntab rau lub Peb Hlis 1.
Txawm li cas los xij, Sacconaghi qhov kev xav yog Tesla yuav tsis tuaj yeem xa cov nqi qis dua hauv qhov ntim siab los ntawm 2025.
Deutsche Bank tus kws tshuaj ntsuam Emmanuel Rosner tseem cia siab tias Tesla yuav nthuav qhia nws tus nqi qis thib peb lub tsheb platform rau lub Peb Hlis 1. Rosner rau hnub Thursday tau sau tias EV loj heev yuav hais txog lub luag haujlwm ntawm kev tsim roj teeb hauv tsev, muaj peev xwm nthuav dav thiab ua haujlwm kom ruaj ntseg cov ntaub ntawv raw - suav nrog lithium.
Tswj Lithium Supply
Tesla tau tshaj tawm tias muaj peev xwm twv tau rau Sigma Lithium roj teeb (SGML), raws li Bloomberg. Sigma Lithium tsis muaj kev muag khoom, tab sis tau npaj yuav pib ua lag luam ntawm nws qhov chaw Brazil hauv lub Plaub Hlis. SGML shares tau nce 16% ntawm xov xwm Tuesday.
Tesla twb muaj lawm tau nce qib ntawm kev tsim cov khoom siv lithium hauv Texas, uas yuav yog thawj zaug hauv Asmeskas Tesla tau lees paub cov phiaj xwm nqis peev $ 365 lab hauv lithium cog. Lub tuam txhab tau hais tias kev tsim khoom lag luam tuaj yeem pib ua tiav thaum kawg ntawm 2024.
TSLA qhia qib plaub hauv IBD's Auto Manufacturers pab pawg. Tesla Tshuag muaj 72 Puas Ntsuam Xyuas tawm ntawm 99. Cov khoom lag luam kuj muaj 25 txheeb ze lub zog ntsuas. Cov EPS Kev Ntsuas Ntsuas yog 99.
Thov ua raws li Kit Norton ntawm Twitter @KitNorton rau kev pab them nqi ntxiv.
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Tau qhov twg los: https://www.investors.com/news/tesla-stock-what-will-teslas-investor-day-do-to-ev-giants-98-run/?src=A00220&yptr=yahoo