為什麼我重倉特斯拉

Hello everyone, I'm Terry. If you have watched my previous video, I shared my asset configuration. I mentioned that I have a large part of the stock is in Tesla. If you are paying attention to the stock market, you should know that high-tech growth stocks have been in a state of disarray since the end of February this year. The main reason is the rise and fall of US bonds, the threat of inflation through the world, and the monetary policy of the US dollar. Causing a normal market rebound, we call it the blockbuster.

I won't go into details here. If you're interested, you can go watch it yourself. There are many videos that have detailed introductions. Of course, I didn't give up this opportunity. I also bought a bunch of growth stocks and ARK ETFs. Today, I mainly want to talk to you about Tesla. I used to be a conservative investor. I prefer to buy large-scale ETFs to spread risk. If I choose a single stock, the stock I buy will not exceed 5% of my entire portfolio.

So today I want to share with you why I think Tesla will become the most valuable company in the world in the next few years. In fact, my own investment philosophy is very simple. Except for the basic face of the company, I will pay attention to a very important point. Is it possible for that company to change the future of human beings to a great extent? Solve the problem of human beings who are very difficult

We all know electric vehicles are the future. For example, in 2030, the United States, California and Canada will stop selling fuel in 2035. This means that the next 10 to 15 years will be the peak of renewable energy vehicles development. Since the market has been determined, how do we know that Tesla will continue to lead in the next 5 years, even 10 years, 15 years, as the leader of electric vehicles?

I believe many people are not willing to invest in Tesla because they think there are too many competitors. Traditional car manufacturers in the European and American industries have announced that they will invest heavily in the electric car market. In addition, China has new electric car brands such as the future, Xiaopeng, and ideal. These are Tesla's main competitors. First of all, I think competitors are very important. If Tesla has no other competitors today, it means that we are very far from the generalization of electric cars. This market has not been opened yet.

The charging network has not yet expanded, and without the demand, no matter how powerful the technology is, it will not work. Next, you have to survive in this competitive environment. The company itself needs to constantly innovate, improve productivity and technology, and reduce costs, otherwise it will be easily eliminated by competitors. The main reason I invested in Tesla is because its core technology is very strong. I think these things are impossible to compare with those traditional car brands. Tesla spent a lot of time and money investing in R&D technology to improve its car-building capacity.

The biggest difference between the electric car market and other traditional car markets is that it is capable of producing a lot of very high-quality electric cars to meet the needs of the current market. The current electric car market is in a situation where demand is greater than supply. You have to order a Tesla Model X online and wait until January next year to hand over the car to the United States. That doesn't mean other car manufacturers. If you want to order a Fiat F150 Pica, which is the latest F-150 Pica launched by Ford,

According to its official website, it will be delivered by next spring. According to the history of the delay of delivery of electric vehicles, it is now set to be available in the summer of next year.

Tesla can produce a lot of high-end electric vehicles Depend on its own investment in production line technology If you have a little understanding of the car manufacturing industry, you should know In fact, every car factory has the ability to make a 1000 horsepower super torque Perfect linear super high-end high-end electric vehicle But mass production is the key The hardest part of making a car is mass production How do you put thousands of small parts together? After all kinds of complex procedures, welding, glueing, spray testing It turns into a safe car in the end It's actually very difficult

Tesla now has very advanced production technologies that are beyond the same industry such as Giga Press, a one-piece compression manufacturing method that can greatly reduce the changes in production. The traditional manufacturing body needs to be assembled with hundreds of parts, then welded and glued together, and finally assembled into a body. The process is very long and complex, with a lot of procedures. It is very difficult to make each car exactly the same.

They are using this big Giga Press machine now. Just press the metal to build the body. This not only reduces the weight of the body Increased battery life Also greatly improves the safety and resistance of the car itself. Then you say this kind of machine Is it possible for other car manufacturers to directly blow a lot of money? You can also buy it for a good price.

Yes, you can buy a machine But traditional car manufacturers do the same thing They need to redesign their body If you don't have many years of R&D research and advanced material engineering You can't use this big machine to make the same body Tesla is not only a car manufacturer It also spent a lot of time and money on the machine Because Elon Musk is also the CEO of SpaceX So many of the high-strength aluminum alloy technologies applied on the aircraft and rocket are also applied on Tesla's car manufacturing process

This is the unfair advantage of Tesla competing with its peers. The Giga Press we are talking about is just one of the technology innovations of Tesla in hardware. There are also many innovations such as the Hit Pump, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon slip motor, carbon

These innovative technologies can bring Tesla How much potential can it bring in the future? And the standards of cars made And what we see most often is the mainstream media They're making noise there What's the brake lost? China's sales are decreasing Automatic driving kills people again When a company is doing something others are afraid to do In a fast-paced time In the past decades When these traditional car industries monopolize the market It will definitely offend a lot of politicians and companies

But what Tesla has shown us is the principle they have been sticking to, which is to keep innovating and making products the best they can. They don't waste any money advertising, and they don't waste time publicizing their reputation. This is my favorite corporate value. Tesla's ultimate goal is to make cars as simple as a high-end car like Gallagher.

Speaking of hardware innovation, I have to mention software innovation. Currently, no car manufacturing company, including Tesla, has a complete automatic driving technology. Now the most is the so-called auxiliary automatic driving. It can help you control the car in the line or do basic auxiliary transmission. For the most part, the traffic situation still needs to be handled manually. The main reason is not because this automatic driving technology is not mature enough. In fact, there are already many companies like Waymo in the United States and Baile in China.

are developing robot taxis that can already be used. In fact, they have already done very well. Then why can't we see the autonomous driving being used on home vehicles now? The reason is the same as the ability to mass production we mentioned earlier. Now all autonomous driving technologies, in addition to Tesla, are dependent on LiDAR optical radar to calculate the distance between other objects and vehicles. It is very unsuitable for production cost to install LiDAR on home vehicles.

First, traditional car companies need to rely on companies like Waymo to provide technical support. Plus, the price of LiDAR is very expensive. And would you want to buy a car like this?

So now using LiDAR to realize the normal home car autonomous driving is unrealistic This will increase the cost of manufacturing of a car by tens of thousands And LiDAR also has a lot of limitations LiDAR will often not be able to determine what happens On the other hand, Tesla is completely using different directions to solve the problem of autonomous driving They use Pure Vision Simply put, it's a few corners of the car with cameras Using computer vision and big data machine learning to achieve the goal of autonomous driving

The main reason Tesla did this is the cost of production. Photos are much cheaper than LiDAR. The first principle of their belief is that since ancient times, humans have been driving with their eyes. Since humans can do things with two eyes, why can't we use multiple high-definition three-dimensional cameras to do the same thing? If it's purely computer vision, the cost of hardware will be very low. The requirements for machine learning and big data will be very high.

It needs a lot of high-quality data to continuously train its neural network The goal is to train the computer to be as human as possible Can drive visually To be honest, only Tesla is capable of doing this now Because there are no other companies like Tesla have so much real data on the road And this is a very expensive thing that requires a very professional technical team to do I can't imagine a traditional car industry like Ford or GM

to develop these things. As a car company, they are already very advanced in the field of AI. I think that sitting completely automatic driving is just a matter of time. You can imagine that the car will drive itself in the future, and then you sit on the driver's seat and play games or sleep. You don't have to worry about drinking and not being able to drive. These are no longer the scenes in the sci-fi movies.

Now it's slowly being realized. Speaking of AI technology, I would like to thank the sponsor of this video today. It is provided by Gorin, a service of this robot advisor. Its mother company Trading Valley is a new startup company of AI asset management in Taiwan. They help customers do asset investment management through artificial intelligence and big data. The most important direction is to help you understand your investment goals, needs, and clarify the risk. Then, through big data, it will automatically help you manage your investment combination based on your risk tolerance ability.

Their AI will adjust the stock holding risk based on historical data. In theory, this can reduce the loss when the bear market is in a bear market, and when the cow market is in a bull market, it can increase the risk of stock market to improve profits. This picture is their investment group. When the outbreak of the epidemic broke out last year, it was compared with the US S&P 500.

有效地降低了投資人的資本虧損。 同時隨著大盤的回調, 他們的演算法也自動調整成積極參與。 這樣子的策略可以比大盤有更亮眼的表現。 那Train-in-Valley是由美國SEC監管的一家投資顧問公司。 如果大家對他們推出的AI資產管理服務Growing有興趣的話, 可以在我影片底下的資訊欄裡面找到連結跟他們的Blog。

You can use the discount code to enjoy the discount for the first two months. Tesla has now become a supercharging company from a company that was not very good and had little influence. There are more than 25,000 supercharging stations in the world. There are very advanced and efficient AI machine company with charging technology. You may think that Tesla's stock looks very expensive now.

After they started production in Berlin, Germany and the Gigafactory in Germany, they will count the value of AI autonomous driving technology, the business of the automotive insurance industry, and even the business of charging stations and restaurants. There is also a place that is ignored, which is the development of solar panels and power walls. As the world slowly moves towards renewable energy, these are all future trends. In the future, the market value of the technology that sells AI autonomous driving technology may exceed the market value of Tesla's entire company. As a shareholder of Tesla, I really look forward to their future development.

I'm not worried about the short-term fluctuation of the stock market Control your emotions Dollar cost averaging Continue to buy into companies with value in the future Investment is actually that simple Ok, that's it for today. These are all my own opinions I believe that many people will oppose my statement Welcome everyone to leave a comment below to discuss Share your own opinions Then let's let time witness these things If you like my video, please give me a thumbs up See you next time