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$特斯拉(TSLA)$ 特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)最近在特斯拉和Elon Musk上明显不镇静了,其实也代表了不少特斯拉投资者的想法。

初衷是好的:廖凯原呼吁这家电动汽车制造商找人替换马斯克。希望特斯拉任命新的首席执行官代替马斯克,以便他能够专注于经营其他公司,比如SpaceX和推特。


抱怨也是可以理解的:廖凯原称,如果特斯拉股价在几周内跌破160美元,他将以每股160美元的价格再买入300万股特斯拉股票。但让他感到不安的是,在他买入特斯拉股票的同时,马斯克却在大规模套现。

廖凯原觉得:特斯拉已经长大成人,可以不需要Elon Musk了,找一个$苹果(AAPL)$ Cook那样的CEO就可以让特斯拉乘风破浪了。


1 .全球降价

中国最先降价,的确由于市场竞争激烈遇到了点市场需求问题,最近美国的降价显然是IRA的原因,但欧洲对库存车的降价,显然是为了冲刺年度增长目标(50+%)和交付量,其实中国和美国降价肯定也有这方面的因素。

2. Elon Musk减持股票

3. 制造了许多争议:攻击福奇;夹了CNN,《纽约时报》,《华盛顿邮报》等三媒体记者推特账号,也封了追踪自己飞机行程的账号,感觉马斯克这下就是直接表明我的地盘我做主,看不惯就直接封禁;之前还有Biden儿子的文件事件。

也许过不了多久,回头看这些算个啥?Elon Musk多聪明,他会自我拨乱反正,一切又会回到正轨。

全部讨论

2022-12-17 11:55

中国人了解中国人,知己知彼,他们已经发觉问题所在!

2022-12-17 11:42

大部分机构投资人不认同他政治观点,也不会惯着他的孩子脾气

2022-12-24 15:28

特斯拉400刀的时候不卖?还不是贪 贪就承担风险。真把自己当二老板了? $特斯拉(TSLA)$

2022-12-23 18:49

Several shareholders have been worried that Elon Musk’s focus on Twitter has been taking him away from Tesla. Elon Musk told Ross Gerber that he hasn’t missed a single important Tesla meeting.
“I was back in Austin just last week. There is literally not a single important Tesla meeting I have missed this entire time. I’m not MIA.”
He also told Gerber that he doesn’t have plants to sell any more Tesla stock until around 2025.
“I’m not selling any stock for another 18-24 months. Not until around 2025. I needed to sell. I’m not selling any stock until probably two years from now… I’m somewhat paranoid after going through two recessions.”$特斯拉(TSLA)$

2022-12-23 18:33

看看我的预言多正确,不止这段话,还有后来发表的几个雪球文:“也许过不了多久,回头看这些算个啥?Elon Musk多聪明,他会自我拨乱反正,一切又会回到正轨。”,来自teslarati : 网页链接 ,总结的Elon Musk 在Twitter Space谈话要点(五个):$特斯拉(TSLA)$ 

 
Elon Musk recently joined a Twitter Spaces talk covering Tesla on Thursday and spoke on several topics such as the lithium refining factory in Corpus Christi, Texas, the recession, his goal of not selling any more Tesla stock for another 18-24 months, and more. The Spaces were hosted by @StockMKTNewz, @WholeMarsBlog, and @StockTalkWeekly.

Elon is currently in here join up 网页链接
— StockMKTNewz – Evan (@StockMKTNewz) December 22, 2022

Although you can go back and listen to the recording, Elon Musk gave a lot of detailed information and reassured Tesla shareholders that he wasn’t he is still at Tesla. Here are five key takeaways from the live Twitter Spaces.

1. Elon Musk isn’t MIA at Tesla.


Several shareholders have been worried that Elon Musk’s focus on Twitter has been taking him away from Tesla. Elon Musk told Ross Gerber that he hasn’t missed a single important Tesla meeting.
“I was back in Austin just last week. There is literally not a single important Tesla meeting I have missed this entire time. I’m not MIA.”
He also told Gerber that he doesn’t have plants to sell any more Tesla stock until around 2025.
“I’m not selling any stock for another 18-24 months. Not until around 2025. I needed to sell. I’m not selling any stock until probably two years from now… I’m somewhat paranoid after going through two recessions.”

2. Tesla will weather any economic storms.


Regarding any upcoming economic issues, Elon Musk said he believed Tesla would weather it better than any company.
“I think Tesla will weather an upcoming economic storm better than any company. Unless the company is making bread.”
“If you are a ship in the storm, even if you have a great ship, you are still going to be hit. There is latency in the supply chain.”

3. Tesla’s lithium refinery.


In November, Tesla began negotiating for a battery-grade lithium refinery in Texas and discussed details of its planned $365 million plant with Nueces County commissioners. Elon Musk spoke briefly of the refinery during the Twitter Spaces.
“Tesla is building a lithium refinery in Texas to relieve the lithium refining choke point.”
“Seven years to build a refinery is insane. We are aiming to have meaningful volume out the factory in 2 years.”
“We are also cathode refining at Giga Texas for nickel-based cathodes.”

4. Next Gigafactory, recession & demand


Elon Musk added that the total automotive demand, especially the demand in China, will cause a reduction in the cost of battery materials. He added that Tesla is deploying capital at the fasted rate possible without being wasteful and then shared a bit of Gigafactory news.
“Deploying capital at the fastest rate we can without being wasteful. We are making investments, and can’t say too much, but we are close to picking a location for the next Gigafactory. We are being careful and deliberate about that. We are coming into recession in a strong position.”

5. Tesla Electric in Texas & Master Plan Part 3


Tesla recently launched Tesla Electric in Texas, which allows Powerwall owners to participate in virtual power plants (VPPs). This was a major milestone for both Tesla and Texas. Elon Musk said:
“The overarching purpose is to accelerate the advent of sustainable energy. Energy generation, storage of that energy, and electric transport. We are working on all three. The demand for large batteries is quasi-infinite. So long a Tesla battery pack is cheaper than a peaker plant, there will be insatiable demand.”
“1000+ GWh battery packs a year, if not 2000, is the goal. Master plan part 3 is really about scale. One should think of things in terms of tonnage. The fundamental rate limiter is how many gigawatt hours per year of battery packs can we make?”
“300 TWh of installed capacity for fully sustainable energy globally.”
Elon Musk also pointed out that the Tesla team is doing a phenomenal job and stands by his prediction that Tesla will be the most valuable company in the world.

2022-12-21 16:21

12月21日,据英国《金融时报》报道,特斯拉市值自2020年以来首次跌至埃克森美孚之下,原因是投资者纷纷转身回归石油巨头,逃离埃隆·马斯克的电动汽车制造商。标普全球市场情报的数据显示,美股周二收盘时,埃克森美孚股票总市值超过4390亿美元,特斯拉总市值为4351亿美元。据悉,今年以来,特斯拉股价已暴跌6000亿美元。


-媒体都开始制造恐慌了了,看起来特斯拉股价快到底了;长江黄河可能倒流,密西西比河、亚马逊河还能倒流?$特斯拉(TSLA)$

2022-12-17 16:02

还160美元买300万股,哈哈哈,这是急坏了

2022-12-17 16:02

怎么挣的,怎么加倍吐回来。这就是人性