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● Tesla’s Stock Plunge – Misunderstood?

Elon Musk’s Political Involvement, Tesla’s Production Strategy, and the Development of Autonomous Driving Competition

1. Elon Musk and European Market Risks

One of the factors that significantly affects Tesla’s stock price and sales is Elon Musk’s political involvement.
Some media outlets report that Tesla’s vehicle sales in Europe have plummeted as Musk has become involved in British politics and has become entangled with politicians in various European countries such as Germany and Italy.
In fact, sales have fallen by about 45% in Europe and 60% in the UK.
However, it is difficult to attribute this solely to Musk’s political involvement.
The strategic method of reducing sales to zero in January and February during the Model Y facelift and production line transition process is a major factor.
In other words, the result is a combination of political risk and changes in production and sales strategies.

2. Tesla Model Y Facelift and Production Strategy Shift

Tesla’s Model Y facelift involves introducing a new production line to the existing production system and, if successful after testing, transitioning to mass production in a ‘copy and paste’ manner.
The production system has been converted in stages at various factories, including Shanghai, Texas, Berlin, and Fremont.
A strategy was adopted to start deliveries in March while creating a sales gap in January and February.
This has led to a short-term decrease in sales, but it is interpreted as a strategy aimed at improving production efficiency and cost reduction in the long term.
In other words, Tesla is focusing on expanding the ecosystem through autonomous driving technology and FSD license sales, rather than on sales.

3. Autonomous Driving Technology and Global Competitive Landscape

Competition surrounding Tesla is fierce worldwide.
In the United States, Tesla has strong data and production capabilities that differentiate it from other competitors.
In China, Europe, and Korea, however, various companies such as Huawei, Baidu, Naver, and Xiaomi
They are increasing competitive pressure with autonomous driving technology and entry into the electric vehicle market.
In particular, as the Chinese government and companies prioritize autonomous driving for national development,
It is fully entering the global market share competition.
In addition, big tech companies such as Google, Meta, and Microsoft are investing heavily in advanced technologies such as AI and cloud computing.
They are forming a competitive landscape based on autonomous driving and advertising revenue.

4. Future Prospects and Risk Factors

Despite short-term difficulties such as declining vehicle sales, Tesla
Through future new businesses such as Model Y facelift, FSD, and Optimus
We are looking for long-term growth potential.
However, production line transition, political risk, and uncertainty in the development of autonomous driving technology
Several risk factors exist simultaneously.
Therefore, investors should prepare for fluctuations in Tesla’s stock price and analyze the psychological warfare and market trends.
It is necessary to analyze carefully.
Like this, in the global electric vehicle and autonomous driving competition landscape
It is important to interpret from various angles the impact of Tesla’s strategic changes and Musk’s political involvement on stock prices and sales.

Summary

Tesla is due to Elon Musk’s political involvement and the Model Y facelift production strategy transition.
Experienced a short-term decline in sales in some regions, including Europe.
However, focusing on future new businesses such as FSD, autonomous driving, and Optimus
We are pursuing long-term growth in the global electric vehicle and autonomous driving competition landscape.
Political risk and changes in production strategy have a complex effect, resulting in stock price volatility.
Investors need to consider these various factors comprehensively.

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