Tesla Facing Stock Crash Due to Tariff Bomb

● Tesla,Tariffs,Robotaxi-Production-Woes

Tesla’s Autonomous Driving Production, Stock Fluctuations, and Tariff Impact – Key Analysis of the Latest Global Economic Outlook

1. Tesla Gigafactory’s Autonomous Driving Factory Innovation

Model Y vehicles have been spotted driving themselves inside the Tesla Gigafactory premises without drivers.
It is noteworthy that this autonomous driving technology is being applied to actual production processes, going beyond the simple experimental stage.
If a system where vehicles produced in the factory move autonomously becomes a reality, the day when ordered vehicles arrive at your doorstep on their own may not be far off.

2. Stock Price Decline and Poor Performance – Intensified Investor Anxiety

Tesla’s stock price fell by 4.93% today, and major analysis institutions such as Piper Sandler and BMP Paribas announced downward revisions to their target stock prices.
Concerns about deteriorating profitability have been amplified as first-quarter vehicle deliveries fell far short of expectations.
Stock price volatility is increasing due to internal problems and external policy factors, such as the sharp decline in the electric vehicle market share in California.

3. Tariff Increases and Supply Chain Crisis – Widespread Component Procurement Issues

The Trump administration’s tariff increase (up to 145%) on Chinese electric vehicle components is expected to have a significant impact on Tesla’s supply of key components.
In particular, the issue of parts procurement for new products such as Cybertruck and Semi may be readjusted due to tariffs, raising uncertainty.
Contrary to the claim of customs exemption for prototypes under U.S. customs regulations, products in the mass production preparation stage cannot be free from tariff burdens, increasing uncertainty.

4. Future Turning Point and Strategic Response – Autonomous Driving and Global Growth Prospects

Tesla has the potential to overcome short-term performance slumps as it views autonomous driving software and robotaxi businesses as future growth engines.
It is urgent to disclose specific information on the announcement schedule of new products such as Model 2 and Cybertruck, and reorganizing the production system along with solving tariff issues is an important task.
Considering the ripple effect Tesla will have on unmanned autonomous driving and the global automotive industry in the future, policy response and supply chain problem-solving will be a strategic turning point.

Summary

Tesla’s Autonomous Driving Factory Operation

Model Y drives without a driver in the Tesla Gigafactory, showing a real-world example of autonomous driving technology in use.

Stock Price and Performance Changes

Stock price declines, downward revisions of target stock prices, and poor first-quarter deliveries are amplifying investor anxiety.

Component Supply Crisis Due to Tariff Issues

The Trump administration’s tariff increase of up to 145% may affect the supply of parts for new products such as Cybertruck and Semi.

Future Growth Prospects and Strategic Response

Focusing on future mobility strategies such as autonomous driving and robotaxis, it is necessary to resolve tariff issues and specify production schedules.
Keywords: Tesla, Autonomous Driving, Tariff, Outlook, Stock Price
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*YouTube Source: [오늘의 테슬라 뉴스]

– 145% 테슬라 관세 직격탄! 로보택시 생산 차질? 로이터 독점 테슬라 사이버 캡과 세미트럭에 문제 있다! 프로토 타입은 관세 면제 진실은? 테슬라 예상 주가 하락 발표 이유는?

● Rate Freeze, Trade War Uncertainty

Background and Global Economic Outlook of the Bank of Korea’s Decision to Freeze Interest Rates

1. Decision-Making Process from Recent Interest Rate Cuts to Freezing

The Bank of Korea implemented three interest rate cuts from October to February.
After gradually lowering from 3.5% to 2.75%, the decision was made to freeze interest rates this time.
The decision to freeze reflects concerns about the gap between the base interest rates of Korea and the United States, and future policy changes by the U.S. Federal Reserve.
The interest rate freeze is a prudent monetary policy decision considering the trade war and inflationary pressures.

2. Comparative Analysis of Global Monetary Policy Changes

Major countries such as the United States, Canada, and the Eurozone are implementing gradual interest rate cuts or lowered interest rate policies.
In particular, Canada and Switzerland have lowered interest rates more aggressively than Korea.
Amid the global monetary policy pivot, the Bank of Korea’s decision is also closely related to the latest trends in the global economy as a whole.
Changes in interest rate levels in each country related to monetary policy are important indicators that consider exchange rates and financial instability simultaneously.

3. Price Stability and Inflation Outlook

Korea’s consumer price inflation rate is 2.1%, slightly above or below the target of 2%.
Core inflation is stable at 1.9%, suggesting that inflationary pressures are not significant.
Import prices are rising due to the weakness of the Korean Won, but are falling in dollar terms.
The price and inflation situation is a factor in the Bank of Korea’s decision to freeze interest rates.

4. Considering Trade War, Domestic Economy, and Financial Stability

Trade uncertainty is increasing due to the U.S.-China trade war and tariff war initiated by Trump.
The domestic economy continues to face difficulties due to the decline in the retail sales index, raising concerns about an economic recession.
In the financial market, global instability factors such as rising treasury bond yields and a weak dollar are emerging.
In this situation, it is intended to promote domestic economic and financial stability through a cautious interest rate freeze rather than an interest rate cut in the short term.

5. Future Outlook and Policy Direction

It is important to observe domestic and international economic indicators and the U.S. Federal Reserve’s interest rate policy trends over the next 4-6 months.
Depending on the U.S. Federal Reserve’s decision, the possibility of an interest rate cut around July cannot be ruled out.
The Bank of Korea is expected to maintain a policy stance that simultaneously considers three goals: price stability, domestic economic recovery, and financial stability.
The future policy direction is expected to change gradually depending on trade war uncertainty, inflation, and global economic trends.

Summary

The Bank of Korea has frozen interest rates this time after three previous interest rate cuts.
This decision is the result of comprehensively considering various factors such as the Korea-U.S. interest rate gap, changes in global monetary policy, inflation stability, trade war, and domestic economic recession.
Policy adjustments are expected depending on economic indicators and U.S. Federal Reserve trends over the next 4-6 months, and it is expected that a cautious approach will be maintained rather than an interest rate cut in the short term.
This analysis reflects all major economic keywords such as interest rate freeze, monetary policy, Bank of Korea, inflation, and trade war.

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– [속보] 한국은행 금리동결, 관세전쟁의 불확실성에 금리결정 미뤄 [즉시분석]