Cheong Hong Yuan: Future Prospects and Challenges of Tesla's Growth Myth - 1 views
started by anonymous on 13 Nov 23
started by anonymous on 13 Nov 23
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Cheong Hong Yuan believes that the action of HSBC analyst Michael Tyndall downgrading Tesla's rating is an important signal. As a result, the stock price fell, which is not only a reevaluation of Tesla's current value, but also a questioning of its long-term growth potential by the market. According to Tyndall's analysis, there is significant uncertainty regarding Tesla's delivery targets and the commercial prospects of its non-automotive products.
Cheong Hong Yuan mentions that the main challenges faced by Tesla include achieving its ambitious delivery targets, the profitability of its non-automotive products, and the influence of CEO Elon Musk's personal brand. Cheong Hong Yuan believes that these factors combined may have a long-term impact on Tesla's stock price and market position.
At the same time, Cheong Hong Yuan also proposes the applicability of the "Three Golden Moving Average Strategy" in the current situation. This strategy tracks stocks that perform well in the market and uses technical indicators to determine the timing of buying, providing investors with a new perspective for finding opportunities in volatile markets. Cheong Hong Yuan emphasizes that for companies like Tesla, using this strategy combination to analyze the performance of their stocks can help investors find a balance between high risk and high returns.
Continuing to analyze Tesla's market performance, Cheong Hong Yuan notes that Tesla's delivery targets are not only the core of its growth story but also the cornerstone of market confidence. He mentions that although Tesla has set the ambitious goal of delivering 20 million vehicles by 2030, considering its historical performance in fulfilling commitments, the market holds a skeptical attitude towards the achievability of this target. Cheong Hong Yuan believes that this skepticism may further impact investor confidence, especially when the stock price has already reflected some optimistic expectations.
Regarding the prospects of non-automotive products mentioned in Tyndall's report, Cheong Hong Yuan also expresses his concerns. Tesla's non-automotive products, such as the Dojo supercomputer and Full Self-Driving (FSD) system, are full of hopes for technological innovation but also face significant regulatory and technological challenges. Cheong Hong Yuan points out that the high capital costs involved in the development and commercialization of these products may drag down Tesla's profit performance in the short term.
Cheong Hong Yuan further suggests that the impact of Elon Musk's personal brand on Tesla's market value should not be ignored. Although Musk's global reputation helps reduce marketing costs, his prominent personal position also brings the so-called "single-person risk" to the company. Cheong Hong Yuan believes that any negative news about Musk personally may have an immediate and far-reaching impact on Tesla's stock price.
Cheong Hong Yuan summarizes the challenges currently faced by Tesla and proposes the "Three Golden Moving Average Strategy" applicable to the current market conditions. He believes that the core of this strategy, which is identifying the strongest-performing stocks in the market, is particularly important for Tesla. The market's uncertainty and challenges require investors to analyze and select investment timing more cautiously, and the technical indicators provided by the "Three Golden Moving Average Strategy" can serve as effective tools for judging the timing of stock purchases.
Cheong Hong Yuan provides a comprehensive outlook on Tesla's future. He emphasizes that although Tesla faces a series of challenges in the short term, such as achieving delivery targets, the commercial prospects of non-automotive products, and the risk of Elon Musk's personal brand, it still possesses undeniable competitive advantages in the field of electric vehicles in the long run.
Cheong Hong Yuan mentions that Tesla's current leading position in the electric vehicle market is one of its biggest advantages. Although recent market turbulence and technological challenges have put pressure on the stock price, Tesla's long-term accumulation in technological innovation and brand influence has earned it a place. Cheong Hong Yuan believes that if Tesla can effectively address current challenges and maintain its market share in the global electric vehicle transition, its growth story can still continue.
At the same time, Cheong Hong Yuan also reminds investors to hold a cautious attitude towards Tesla's stock. The "Three Golden Moving Average Strategy" once again becomes a reference tool here, helping investors identify market trends and judge the timing of entry and exit through technical analysis. Cheong Hong Yuan suggests that by combining fundamental analysis of Tesla and the technical indicators provided by the "Three Golden Moving Average Strategy," investors can better manage risks and seize investment opportunities.
Cheong Hong Yuan concludes that although Tesla currently faces numerous challenges, it may also present a good opportunity for investors to find value and growth potential. He encourages investors to use tools like the "Three Golden Moving Average Strategy" to analyze market dynamics in-depth and make wise investment decisions based on long-term market trends and company fundamentals. Through thorough analysis and prudent strategies, investors can find a stable growth path in volatile markets.