特斯拉111
2023-11-15
科技推动发展，可以提高人类的生活质量。愿特斯拉造出更多物美价廉的产品
Tesla (TSLA) warns it is in between ‘growth waves’ right now
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":241587576561824,"tweetId":"241587576561824","gmtCreate":1700009658329,"gmtModify":1700009661117,"author":{"id":3572566086916988,"idStr":"3572566086916988","authorId":3572566086916988,"authorIdStr":"3572566086916988","name":"特斯拉111","avatar":"https://static.tigerbbs.com/d7af57f6ce5da687414976d6a92175cb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>科技推动发展，可以提高人类的生活质量。愿特斯拉造出更多物美价廉的产品</p></body></html>","htmlText":"<html><head></head><body><p>科技推动发展，可以提高人类的生活质量。愿特斯拉造出更多物美价廉的产品</p></body></html>","text":"科技推动发展，可以提高人类的生活质量。愿特斯拉造出更多物美价廉的产品","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/241587576561824","repostId":2383312073,"repostType":2,"repost":{"id":"2383312073","kind":"highlight","pubTimestamp":1699994556,"share":"https://www.laohu8.com/m/news/2383312073?lang=&edition=full","pubTime":"2023-11-15 04:42","market":"us","language":"en","title":"Tesla (TSLA) warns it is in between ‘growth waves’ right now","url":"https://stock-news.laohu8.com/highlight/detail?id=2383312073","media":"Electrek","summary":"Tesla (TSLA) has warned investors that it is currently in between growth waves – potentially affecting its guided 50% growth rate.","content":"<html><body><div>\n<figure>\n<img fetchpriority=\"high\" height=\"818\" src=\"https://electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?quality=82&strip=all&w=1600\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=320&quality=82&strip=all&ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=640&quality=82&strip=all&ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=1024&quality=82&strip=all&ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=1500&quality=82&strip=all&ssl=1 1500w\" width=\"1600\"/>\n</figure>\n<p>Tesla (TSLA) has warned investors that it is currently in between growth waves – potentially affecting its guided 50% growth rate.</p>\n<span></span><ins></ins>\n<p>The growth Tesla has experienced in terms of vehicle production and deliveries over the last decade is undeniably impressive.</p>\n<p>Tesla went from a poorly funded EV startup to the most valuable automaker in the world with a capacity to produce 2 million new electric vehicles per year.</p>\n<p>With that comes a lot of credibility and that’s why more people took them seriously when they told investors that they plan to grow at a pace of roughly 50% per year.</p>\n<p>That’s the growth rate you would expect from a successful software startup – not from what is now a major automaker producing a highly complex product like an electric vehicle. </p>\n<p>It made no sense, but investors believed it because Tesla has accomplished a lot of other things that were deemed nearly impossible before.</p>\n<p>However, Tesla itself is now throwing some cold water on the guided growth rate.</p>\n<p>Tesla investor Gary Black reported new comments from Tesla’s investor relations during a recent investor conference.</p>\n<p>He said that Tesla warned that it “is now in an intermediate low-growth period”:</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">$TSLA bulls should reduce their expectations that $TSLA volumes can grow at +50% per year. I am at +37% vol growth in 2023 and +37% growth in 2024. WS is at +37% in 2023 and +22% in 2024. And apparently @MartinViecha head of $TSLA IR recently advised investors that TSLA “is… pic.twitter.com/iH5QxB03L6</p>— Gary Black (@garyblack00) November 14, 2023</blockquote>\n</div></figure>\n<p>Martin Viecha, Tesla’s head of investor relations, clarified the comment in a response to the post:</p>\n<blockquote>\n<p>“What I said specifically is that we’re between two major growth waves: the first driven by 3/Y platform since 2017 and the next one that will be driven by the next-gen vehicle.”</p>\n</blockquote>\n<p>Tesla has always said that the “~50% growth rate” would be long term and could vary year to year.</p>\n<p>More specifically, the long-term goal has been an annual production capacity of 20 million vehicles by 2030.</p>\n<h2>Electrek’s Take</h2>\n<p>Viecha’s comment makes sense. Tesla doesn’t appear to be in a position to grow in any significant way with its current vehicle lineup.</p>\n<p>Cybertruck is not likely to move the needle that much either with a planned capacity of 250,000 units.</p>\n<p>Tesla really need its next-generaiton vehicles, especially the cheaper “$25,000 Tesla”, to really go back to significant growth.</p>\n<p>The problem is that we don’t really know exactly when those next-gen vehicles are coming. We know that production lines are being developed at Gigafactory Texas as I write this, but it could still be years in the making.</p>\n<p>Therefore, this “intermediate low-growth period” could last a few years.</p>\n<p>What do you think? Let us know in the comment section below.</p>\n</div></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla (TSLA) warns it is in between ‘growth waves’ right now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla (TSLA) warns it is in between ‘growth waves’ right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-15 04:42 GMT+8 <a href=https://electrek.co/2023/11/14/tesla-tsla-warns-between-growth-phases/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) has warned investors that it is currently in between growth waves – potentially affecting its guided 50% growth rate.\n\nThe growth Tesla has experienced in terms of vehicle production and ...</p>\n\n<a href=\"https://electrek.co/2023/11/14/tesla-tsla-warns-between-growth-phases/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?quality=82&strip=all&w=1600","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - 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I am at +37% vol growth in 2023 and +37% growth in 2024. WS is at +37% in 2023 and +22% in 2024. And apparently @MartinViecha head of $TSLA IR recently advised investors that TSLA “is… pic.twitter.com/iH5QxB03L6— Gary Black (@garyblack00) November 14, 2023\n\nMartin Viecha, Tesla’s head of investor relations, clarified the comment in a response to the post:\n\n“What I said specifically is that we’re between two major growth waves: the first driven by 3/Y platform since 2017 and the next one that will be driven by the next-gen vehicle.”\n\nTesla has always said that the “~50% growth rate” would be long term and could vary year to year.\nMore specifically, the long-term goal has been an annual production capacity of 20 million vehicles by 2030.\nElectrek’s Take\nViecha’s comment makes sense. Tesla doesn’t appear to be in a position to grow in any significant way with its current vehicle lineup.\nCybertruck is not likely to move the needle that much either with a planned capacity of 250,000 units.\nTesla really need its next-generaiton vehicles, especially the cheaper “$25,000 Tesla”, to really go back to significant growth.\nThe problem is that we don’t really know exactly when those next-gen vehicles are coming. We know that production lines are being developed at Gigafactory Texas as I write this, but it could still be years in the making.\nTherefore, this “intermediate low-growth period” could last a few years.\nWhat do you think? Let us know in the comment section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1267,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":66,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/241587576561824"}
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