Tesla (TSLA) warns it is in between ‘growth waves’ right now_老虎社区_美港股上老虎

Tesla (TSLA) warns it is in between ‘growth waves’ right now

Electrek2023-11-15

Tesla (TSLA) has warned investors that it is currently in between growth waves – potentially affecting its guided 50% growth rate. The growth Tesla has experienced in terms of vehicle production and ...

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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
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SGD","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"translate_title":"特斯拉（TSLA）警告称，它现在正处于“增长浪潮”之间","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"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 deliveries over the last decade is undeniably impressive.\nTesla 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.\nWith 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.\nThat’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. \nIt made no sense, but investors believed it because Tesla has accomplished a lot of other things that were deemed nearly impossible before.\nHowever, Tesla itself is now throwing some cold water on the guided growth rate.\nTesla investor Gary Black reported new comments from Tesla’s investor relations during a recent investor conference.\nHe said that Tesla warned that it “is now in an intermediate low-growth period”:\n\n$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— 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.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":241587576561824,"gmtCreate":1700009658329,"gmtModify":1700009661117,"author":{"id":"3572566086916988","authorId":"3572566086916988","name":"特斯拉111","avatar":"https://static.tigerbbs.com/d7af57f6ce5da687414976d6a92175cb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3572566086916988","idStr":"3572566086916988"},"htmlText":"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","listText":"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","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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":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&amp;strip=all&amp;w=1600\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2021/12/Tesla-all-casrs-hero.jpg?w=1500&amp;quality=82&amp;strip=all&amp;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&nbsp;&nbsp;&nbsp;<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":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}