Entering 2024, A-shares will be as silent as ever, and then the second AI revolution set off by SORA will break out, causing the stock price to soar. Taking advantage of this, many fields have successively entered the collective stock price mode, including the new energy sector, which is repeated and fluctuating.
Always to "Wei Xiaoli" as the ideal of the representative of the new energy forces, naturally also reaped a large wave of dividends, to March 5, I did not expect the "slap in the face" or too fast, the opening fell 10%, * down 101%；U.S. stocks also suffered a 12% drop at the opening, and behind the double stock decline, people have to re-examine the car represented by new energy, whether it is a gust of wind or a conspiracy to cut leeks?
If you contact Tesla, which has always liked to "do things" around the world, I am afraid that after seeing Tesla's habit of being good at acting alone over the years, many investors who are optimistic about new energy may have to lose their voices, complaining that they are not good at learning and not being able to see people accurately, which will germinate the impulse to reinvent the furnace.
1. Success is also Musk, defeat is also Musk, and Tesla is a love-hate Tesla
Globally, whether it is in the automotive industry itself, or extending to AI, artificial intelligence, satellites, robots, Bitcoin, or social networking or other fields, the stock price and market value have soared under a good situation, and the sales volume has also dominated the world, and more importantly, Tesla CEO Musk's wealth has also climbed and reached the pinnacle of life. This was supposed to be the time to open a bottle of champagne and be celebrated, but the old horse had to do something, either to make some inappropriate remarks, or to make a lot of nonsense, but the next day I opened my eyes and looked: Damn, the stock price that was still imposing yesterday was actually collapsed by him!
Shareholders love and hate Elon Musk, and even hate him, not to mention that Zach Berg wants to fight him alone, I'm afraid many shareholders want to beat him! The wealth that is obviously at his fingertips, and the wealth that is about to be reached, is always scrapped by his own strength, and it seems to be nine out of ten, but it still falls short.
As for those shareholders and consumers who love him, they will thank him for bringing the world's best benefits to Tesla and building the world's most X-capable electric car.
Since Tesla, Musk has become famous in the world, Tesla has been unbeatable in the global electric vehicle field, and Musk himself and his team have also gone forever on the road of "doing things", and the more they are engaged, the more addicted they become.
Kill the charging pile and brew a large "power bank".
In terms of doing things, on a global scale, if Musk says that he is the second, no one should dare to say that he is the first, a person who runs the train with his mouth full and can turn the prophecy into reality is not a madman, that is a cow.
Over the years, Musk's rhetoric began to seem absurd, but when the prophecy is really close to reality and becomes a reality, the people who questioned it at the beginning will also shut up, and then the shareholders follow the trend to follow, chase and invest, while Tesla and Musk's wealth is becoming more and more amazing, those who are optimistic about Tesla are also really enjoying the pleasure brought by wealth, far more real than those brainless shouting.
As a result, when domestic electric vehicle users are still complaining about the lack of battery life and too few charging piles for holiday travel, Tesla is doing things again, this time, they want to eliminate those fixed power sources that are always in short supply, and replace most of the charging piles that are like decorations with movable "large charging treasures".
As early as July last year, Tesla announced that it was about to acquire the German wireless charging start-up wiferion, releasing the field of wireless charging technology, which relies on electromagnetic induction, electromagnetic resonance, radio frequency, microwave, laser and other technologies to achieve wireless power transmission technology, may be regarded as high-tech in the eyes of ordinary people, but in the professional field, it can be done in space power generation, and then transmitted to the earth by wireless means, which is consistent with Tesla's consistent "bragging", which can be said to be quite consistent. Once the wireless charging module is installed on the charging station, it can basically eliminate most of the charging piles and become a real movable "large power bank".
Realizing wireless charging, the electric vehicle industry will be subverted
Before Tesla broke out wireless charging, few people on the market may know that cars can also be charged wirelessly, and electric vehicles can actually last through space sensing. But for professionals, domestic Hongqi, Zhiji, BAIC, including BMW, Volvo and other car companies are developing this high-tech, it depends on who can take the lead in overcoming technical problems and become the first person to eat crabs.
Eliminating the need to plug and unplug the charging gun, fundamentally solve the problems of difficult and slow charging of lithium batteries, and achieve 11kw charging power, which is unimaginable compared with the current 250kw charging pile, and can even be said to be so cool that it flies, Tesla is invincible, and BYD becomes Ferrari in seconds!
Not only can it greatly save costs, but also can fully realize the freedom of charging and travel at will, which may bring earth-shaking changes to the new energy industry, and may also reshuffle the current new energy industry. It's just that how likely is this and whether it has the probability of landing, you still need to put a question mark, or go to Twitter @Musk and ask him if he can achieve it.
In Tesla's fiscal year 2023 annual report released in January, the company achieved revenue of 967$7.3 billion, an increase of 188%, net profit 149$7.4 billion, an increase of 1896%。What's more, the cumulative installed base of Tesla PowerWall announced in February reached 600,000 units, and the energy storage business has completed triple-digit growth in the past three years, and the sales volume of the first seven years in two years combined. It shows Tesla's astonishing wealth background and development speed, once one thing is identified, there may be shocking subversion. Electric vehicles are like this, satellites can also be built, and a small wireless charging is just a microcosm of Tesla's habit of "doing things", and it is very likely that the day when the technology breaks through, that is, when the new energy industry is facing a reshuffle.