特斯拉$1200還能買嗎

Hello everyone, welcome back to the "TaiRui's Unresponsive" series of financial videos. First of all, congratulations to all the shareholders of Tesla. Actually, I didn't really want to make this video, but because too many people asked me, "Can Tesla still buy $1200, $1100, $1200?" Then my answer is, "Buy a $%&#!"

Alright, before we answer this question, as a new generation of rational investors, we need to talk about why Tesla is almost doubled in price in a few months. Actually, it's not doubled, it's really doubled. I remember when I bought it in May, the lowest price was about 540 yuan per share. Now, when I'm recording this video, the price is about $1,000 today.

I remember it was more than 200 dollars. It was 1208 dollars per share. Congratulations to those who watched my video about why I said I invested heavily in Tesla. If you joined the market at that time, the profit would be quite good. Of course, there are many other friends who are already shareholders of Tesla. They have been holding shares for many years and have been holding shares for many years. I feel very happy for you. At this time, I didn't feel very happy. Of course, when I saw the moment of the boom,

I think it's going to be a big deal. People will be in a big deal. Everyone will be in a big deal. It's normal. But when I calm down, I know that for us long-term investors, holding Tesla's stock is because we look at its basics. I think this company has the strength to become the world's highest-quality, highest-capacity company in the future. We've seen Tesla's efforts in the past few years.

whether it's the amount of car delivery, the AI technology of autonomous driving, or the financial situation of the company, there is a very large increase. But this time the stock price broke out like this, it's a bit too sudden. It is obvious that the institutions of Wall Street are operating behind the scenes, a large number of gas rings have been opened, and then they have to buy more of this stock.

The stock price has soared I think it's actually a little off the basics Although we have a lot of good news these two days Like Hertz and Tesla have ordered 100,000 Model 3s Hertz is a big car registration company all over the world The epidemic time almost closed He bought 100,000 Model 3s The total price paid is about 4.2 billion dollars If you only look at the revenue of 4.2 billion dollars There is no way to explain the stock price in a week It rose nearly 3 billion dollars Only today, on Monday, it rose 1 billion dollars

So why do I say that I'm actually a little worried about Buffett once said that when others are afraid, we are greedy When others are greedy, we are afraid Now it's very obvious that the market is in a very extreme phenomenon of greed Of course, I didn't say that the stock will be adjusted back after I just took this data to compare I don't think the basic face has a good reaction to the price of the stock So if you ask me, my suggestion is to be careful and cautious. It's best not to be impulsive for a moment. What to buy with the wind or O-in

Of course, it is also possible to rise all the way to 2000. It is also very possible. I don't know. No one can predict the market accurately. Anyway, I myself will not sell the current stock. But I will not add the price at this price for now. So today we are going to talk about one of the key points. How important is this deal? In fact, you know, the price of the stock often reflects the expectation value of the future. Usually the market's expectation value for the future development of this company. Not the value itself now. Especially this high-tech growth stock.

Why do you think the market thinks that the 100,000 Tesla is so important? First of all, they don't have any discount on buying these cars. You can count it, 422 million out of 100,000. It's about 42,000 dollars for every Model 3. This is basically the official price of Model 3 in the United States. And Elon Musk also confirmed on Twitter that they did not give any discount.

Everyone knows that Tesla itself is a company that does not advertise. Their biggest problem is that there are too many orders now. More so that they need to keep increasing the price of cars to reduce the market's demand for them. Usually a rental company buys 100,000 cars. If you buy with GM or Ford, there will be a discount on the purchase.

We can see from the surface that it's a very high-end investment to spend $420 million to buy such a expensive car. In fact, Hutz is very smart. The first thing he did was to take advantage of the hotness of Tesla. Anyone who gets in touch with Tesla can actually be on the news. If he said today that he bought 100,000 vans of Chevrolet Bolt, such a ugly thing, how could he be on the news?

So this news came out Even if I rent a car myself I would want to go find Hertz This is definitely a very smart approach The second one is actually the most important reason Still have to go back to the technology industry The threat of destructive innovation Ten years ago, I went abroad to travel It's all bookings hotels and hotels Now I travel abroad I usually book Airbnb I won't book hotels anymore

The same goes for the rental industry. Ten years ago, everyone would rent a car from a company like Hertz or Enterprise. Now the market is slowly being eaten by P2P rental services like Turo. Because their rental procedures are much simpler. In fact, Turo has a lot of Tesla already. You can rent it on it. Traditional rental companies like Hertz. I have experienced it myself. After you get off the plane, you have to go to the counter first.

You have to queue for at least half an hour during peak periods. Then do a bunch of procedures and sign a bunch of documents. If Hertz can automate the entire process of travel, it can compete with innovative companies like Turo. The entire user experience will be about ten times better. After you get off the plane, Tesla will drive directly to you. Then scan your phone and get on the car. After getting on the car, it will immediately provide a series of introductions. It's all automated. It doesn't need to be operated by humans at all. It doesn't need to be operated by a few people.

This is a chance for Hertz to transform as a traditional car rental company. Of course, it has to be followed up. If it is not followed up, it will only be eliminated by the times. The third one, we look at it from the perspective of the past. In fact, it is very reasonable. If it is a Tesla car, the rental fee will not be cheap. First of all, they can generate higher profits. Then there is the maintenance cost of the car itself. And the compensation is relatively low.

电动车基本上不太需要花什么钱去维护或是保养。 在会计账簿上面,每公里的成本也会低非常多。 之后要是淘汰了,卖掉的价钱也会比燃油车高了很多。 大家都知道现在特斯拉车非常的难买,因为晶片短缺,一定就要等好几个月才可以拿到。

Tesla has a high resale value in North America. It's a very valuable car. So from a long-term investment perspective, it's completely logical for Hutz to buy 100,000 Tesla cars. For Tesla, it's not just Tesla. The entire EV market is basically bribed by this thing. Today, Hutz did this. Smart traditional car rental companies like Enterprise are also going to follow up. When everyone follows up, the progress of the entire EV popularization will be faster.

Tesla is absolutely unable to handle all orders So many orders will also be digested by other EV companies The level of universalization of EV in the world will also increase Absolutely very beneficial to Tesla Elon Musk once said that he thinks competition is very important If there is no competition today, the market will not be opened Tesla will not have today So in fact, the price of $1200 per share is actually reflecting the possibility of Tesla's huge growth in the future The market has high expectations of him What am I worried about? Because the market is very pessimistic

For example, if today's supply chain chip shortfall continues to be very serious and deteriorate If Tesla does not reach the market's super high expectation value The stock may have a big rebound It's possible that a quarter of the stock market will be lost and it will drop a lot Of course, if that thing happens, it's another good opportunity to get in So you ask me if I can buy 1,200 I can only tell you that I see it as the result of Tesla in five years and ten years When the stock price is 51 million per share Maybe you buy at 1,000 or 800, maybe the difference is not too big

Alright, that's it for today's episode. These are not investment advice. All investment questions are your own business. Tesla is not just a car company. Don't compare it with Ford and Toyota. It is a energy company, a robot company, and an AI and AI intelligence company. If you like today's video, please give me a thumbs up. If you don't want to miss more of my investment ideas and opinions, please subscribe to my channel. See you next time. Did you see the stock I bought for you?

You take a picture for Ma to see. Because Ma didn't go to the internet. The original bank is locked again. You take a picture for me to see how much it is. I don't know. I'll show you. Can you see it? Look. You can see it. It's not good. Tesla. It's not very clear. It's not clear. What E? What E? It's not clear. It's 83. You take a picture of it and show it to me. Because I'm now. It's almost doubled.

Yes, it has grown a lot recently. The apple hasn't grown, right? The apple has grown a little bit. The apple has grown too.