{"id":228,"date":"2025-03-23T06:54:21","date_gmt":"2025-03-23T06:54:21","guid":{"rendered":"http:\/\/eautomobiliai.lt\/index.php\/2025\/03\/23\/muskui-tiesos-akimirka-tesla-investuotojas-sako\/"},"modified":"2025-03-23T06:54:21","modified_gmt":"2025-03-23T06:54:21","slug":"muskui-tiesos-akimirka-tesla-investuotojas-sako","status":"publish","type":"post","link":"http:\/\/eautomobiliai.lt\/index.php\/2025\/03\/23\/muskui-tiesos-akimirka-tesla-investuotojas-sako\/","title":{"rendered":"\u201eMuskui tiesos akimirka:\u201c Tesla investuotojas sako"},"content":{"rendered":"


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Vienas i\u0161 pirmaujan\u010di\u0173 \u201eTesla\u201c investuotoj\u0173 ir r\u0117m\u0117j\u0173 teig\u0117, kad EV mil\u017einas susiduria su \u201etiesos akimirka\u201c, ir pasi\u016bl\u0117, kad generaliniam direktoriui Elonui Muskui gali tekti atsisakyti d\u0117l laiko, kur\u012f jis i\u0161leid\u017eia savo de\u0161iniojo sparno politin\u0117ms kampanijoms, ir d\u0117l sukuriam\u0173 gin\u010d\u0173.<\/p>\n

\u201eTai virto prek\u0117s \u017eenklo krize, prek\u0117s \u017eenklo krize\u201c, – sako Danas Ivesas, \u201eWedbush\u201c vertybini\u0173 popieri\u0173 vadovas ir vienas i\u0161 labiausiai buli\u0173 investuotoj\u0173 \u201eTesla\u201c. Jis vis dar turi \u012fmon\u0117s pirkimo reiting\u0105, o kainos tikslas – 550 USD, du su puse karto didesnis nei jos dabartin\u0117 kaina.<\/p>\n

\u201ePrie\u0161 kelias savaites tai jaut\u0117si\u201c, – sako Ives. \u201eDabar tai virto prek\u0117s \u017eenklo krize, prek\u0117s \u017eenklo krize.<\/p>\n

\u201eIves\u201c komentarai yra reik\u0161mingi, nes daugelis \u201eTesla\u201c gerb\u0117j\u0173 ir akcinink\u0173 pasitrauk\u0117 prie\u0161 \u017einiasklaid\u0105 u\u017e tai, kad chronizavo automobili\u0173 pardavimo nuosmuk\u012f ir akcij\u0173 kain\u0105, kaltindami tam tikr\u0105 s\u0105moksl\u0105 prie\u0161 \u012fmon\u0119. Jie sako, kad tarp Musko politini\u0173 pa\u017ei\u016br\u0173 ir prek\u0117s \u017eenklo bei jo produkt\u0173, kurie pla\u010diai \u017eavisi, netur\u0117t\u0173 b\u016bti jokio ry\u0161io.<\/p>\n

Ta\u010diau Iveso komentarai rodo, kad tai yra svarbu. Ives ir kiti UBS, Morgan Stanley, Baird ir JP Morgan analitikai visi suma\u017eino savo pardavim\u0173 prognozes d\u0117l vartotojo atsakymo prie\u0161 Musko veiksmus, ir dabar sako, kad tai yra problema, kuriai turi priklausyti pats Muskas, o ne atstumti \u017einiasklaid\u0105.<\/p>\n

Yra du pagrindiniai klausimai – tai, kiek laiko Muskas i\u0161leid\u017eia savo politin\u0117ms kampanijoms, o ne \u201eTesla\u201c ir kitiems jo verslo interesams, ir atsakas \u012f savo de\u0161iniojo politinius tropes, taip pat jo i\u0161puolius prie\u0161 vyriausybines agent\u016bras, institucijas, teisingumo sistem\u0105 ir \u017einiasklaid\u0105.<\/p>\n

\u201e\u201e Tesla \u201ctapo politiniu simboliu ir tai yra blogas dalykas bet kokiam prek\u0117s \u017eenklui\u201c, – sako Ives. \u201ePrek\u0117s \u017eenklo suvokimas yra svarbus, nes dabartinis klientas perka daugiau\u201e Teslas \u201c.\u201c<\/p>\n

Tai yra kritinis momentas, nes \u201eTesla\u201c buvo dominuojantis elektrini\u0173 transporto priemoni\u0173 prek\u0117s \u017eenklas pasaulin\u0117je rinkoje ir i\u0161lieka tokiose \u0161alyse kaip JAV ir Australija, kur ji iki \u0161iol tur\u0117jo daugiau nei 50 procent\u0173. Tai, kas nutinka \u201eTesla\u201c, gal\u0117t\u0173 diktuoti EV per\u0117jimo tose \u0161alyse ateit\u012f ir visuomen\u0117s suvokim\u0105 apie j\u0105.<\/p>\n

\u201eTesla\u201c pardavimus l\u0117m\u0117 tai, kad jis yra pla\u010diai suvokiamas kaip geriausias EV kelyje ir geriausia vert\u0117. Ta\u010diau daugelis klient\u0173 taip pat nusipirko klimato poky\u010di\u0173 ir i\u0161kastinio kuro per\u0117jimo istorij\u0105, kuri\u0105 skatino Muskas. Jie nusivyl\u0117, kad jis dabar i\u0161met\u0117 tuos idealus.<\/p>\n

Problemos kaupiasi. Pardavimai suma\u017e\u0117jo, i\u0161 dalies d\u0117l to, kad lauk\u0117 ir pertvark\u0117 nauj\u0105j\u012f Y model\u012f, bet ir d\u0117l to vartotoj\u0173 past\u016bm\u0117jimo, d\u0117l kurio net patys buli\u0161kiausi analitikai suma\u017eino savo pardavim\u0173 prognozes. Konkurencija did\u0117ja d\u0117l Kinijos automobili\u0173 gamintoj\u0173 bangos, o \u201eTesla\u201c turi savo pagrindini\u0173 produkt\u0173 problem\u0173, ypa\u010d d\u0117l \u201eCyberTruck\u201c.<\/p>\n

\u0160i\u0105 savait\u0119 buvo atskleista, kad \u201eCyberTruck\u201c yra at\u0161aukiamas d\u0117l laminuoto metalo lak\u0161t\u0173, nulupo radikaliai suformuot\u0105 transporto priemon\u0119 ir nukrito ant kelio. I\u0161 viso prisimenami 46 000 vienet\u0173, kuriuos, pa\u017eym\u0117ta analitikai, si\u016bloma, kad pardavimai – nepaisant prieigos prie didel\u0117s nuolaidos ir nemokam\u0173 mokes\u010di\u0173 pasi\u016blym\u0173, nesiseka.<\/p>\n

Tuo tarpu did\u017eiausio konkurent\u0173 \u201eBYD\u201c akcijos padid\u0117jo, paskutin\u012f kart\u0105 \u017ead\u0117damas labai greit\u0105 \u012fkrovimo laik\u0105, kuris leis savo EV vos per penkias minutes, ma\u017edaug tuo pa\u010diu metu, kai reikia u\u017epildyti benzino ar dyzelino tank\u0105. \u201eTesla\u201c, kuris kadaise vadovavo naujov\u0117ms, dabar laikomas sustingusiu, o did\u017ei\u0105j\u0105 dal\u012f savo vert\u0117s pagr\u012fsta FSD ir AI viltimis.<\/p>\n

Muskas per\u0117jo \u012f nepaprast\u0105 ilg\u012f, kad gaut\u0173 param\u0105, \u012fskaitant tai, kad prezidentas Donaldas Trumpas patvirtino savo produktus prie\u0161 penkis savo transporto priemones Balt\u0173j\u0173 r\u016bm\u0173 vejoje ir pa\u017ead\u0117jo j\u0105 nusipirkti, ir priversti JAV komercijos sekretori\u0173 pateikti precedento neturint\u012f pritarim\u0105.<\/p>\n

Ta\u010diau atsitraukimas nuo bendruomen\u0117s sustipr\u0117ja. Daugelis savinink\u0173 turi antr\u0173 min\u010di\u0173 apie \u201eTeslas\u201c tur\u0117jim\u0105, kaip ir nauji klientai. Protestai JAV, Vokietijoje, JK ir Kanadoje yra pla\u010diai paplit\u0119 ir dabar pasiekia pavojing\u0105 lyg\u012f d\u0117l padegim\u0173 i\u0161puoli\u0173 ir vandalizmo.<\/p>\n

Apklausos pasi\u016bl\u0117, kad prek\u0117s \u017eenklo vert\u0117 taip pat blog\u0117ja. JP Morgan apib\u016bdino \u201eTesla\u201c prek\u0117s \u017eenklo sunaikinim\u0105 kaip \u201eprecedento neturint\u012f\u201c, ir net Morganas Stanley prane\u0161\u0117 apie pla\u010diai paplitus\u012f savo klient\u0173 atstum\u0105.<\/p>\n

Vienas vokie\u010di\u0173 internetinis leidinys \u201eT-online\u201c atliko apklaus\u0105, kurioje buvo sulaukta 100 000 atsakym\u0173 ir nustat\u0117, kad 94 proc. Nepirks \u201eTesla\u201c. Ma\u017edaug po dienos \u201eTesla-Booster\u201c leidinys \u201eTeslarati\u201c teig\u0117, kad i\u0161vados buvo suklastotos, nes gal\u0173 gale daugiau nei 300 000 balsavo ir daugiau nei du tre\u010ddaliai teig\u0117, kad pirks \u201eTesla\u201c.<\/p>\n

Ta\u010diau \u201eT Online\u201c v\u0117liau pa\u017eym\u0117jo, kad did\u017ei\u0105j\u0105 dal\u012f papildom\u0173 200 000 bals\u0173 buvo pateikta tik i\u0161 dviej\u0173 IP adres\u0173 JAV. Apklausa buvo s\u0105moningai u\u017egrobta robot\u0173, sakoma.<\/p>\n

Kita \u201eBusiness Daily Handelsblatt\u201c atlikta apklausa taip pat atkreipia d\u0117mes\u012f \u012f reik\u0161ming\u0105 \u201eTesla EVS\u201c paklausos susilpn\u0117jim\u0105 Vokietijoje, kur Muskas palaiko kra\u0161tutini\u0173 de\u0161ini\u0173j\u0173 ADF ir tai, kas laikoma jo naci\u0173 stiliaus sveikinimais, yra ypa\u010d \u012f\u017eeid\u017eian\u010dios.<\/p>\n

Ta\u010diau korporacijos ir vyriausyb\u0117s taip pat stumia atgal. Kanadoje Britanijos Kolumbijos vyriausyb\u0117 ne\u012ftrauk\u0117 \u201eTesla\u201c \u012fkrovikli\u0173, baterij\u0173 ir keitikli\u0173 i\u0161 nuolaid\u0173 programos. \u201eTai d\u0117l Elono Musko\u201c, – sak\u0117 premjeras Davidas Elby. <\/p>\n

Dabar \u201eNewsweek\u201c prane\u0161a, kad \u201eTesla\u201c nebuvo \u012ftraukta \u012f vien\u0105 did\u017eiausi\u0173 \u0160iaur\u0117s Amerikos automobili\u0173 parod\u0173, vykstan\u010di\u0173 Vankuveryje d\u0117l susir\u016bpinimo d\u0117l saugumo. Nakt\u012f, Kanados naujien\u0173 prane\u0161imuose teigiama, kad 80 \u201eTesla\u201c automobili\u0173 buvo vandalizuoti u\u017e prekybos atstovyb\u0117s Hamiltone.<\/p>\n

Ives i\u0161 \u201eWedbush Ays\u201c yra politinis komponentas, kenkiantis Teslai. \u201eJei t\u0119site \u0161\u012f keli\u0105, b\u016btent ten j\u016bs turite nuolatin\u0119 prek\u0117s \u017eenklo \u017eal\u0105\u201c, – sak\u0117 jis.<\/p>\n

Ir \u017emon\u0117s yra ai\u0161kiai sumi\u0161\u0119. \u201eTesla\u201c vairuotojai da\u017enai buvo aukos, vadinamos \u201eangli\u0173 ried\u0117jimu\u201c – kur dideli dyzeliniai utes JAV skleid\u017eia juodus d\u016bmus prie\u0161ais \u201eTelsa EVS\u201c. Per nakt\u012f angli\u0173 ried\u0117jimas buvo nukreiptas \u012f \u201eTesla\u201c protestuotojus. Kaip nuo\u0161ird\u017eiai pa\u017eym\u0117jo \u201eElectrek\u201c: \u201eNiekas ne\u017eino, kuri pus\u0117 yra kokia daugiau\u201c.<\/p>\n

\u201eTesla\u201c akcijos nuo gruod\u017eio m\u0117nesio vir\u0161\u016bni\u0173 suma\u017e\u0117jo perpus, ta\u010diau per pastar\u0105sias prekybos dienas stabiliai ir ma\u017edaug 235 USD.<\/p>\n<\/p>\n<\/p>\n

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\"Gilesas<\/div>\n
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Gilesas Parkinsonas yra \u201eDriven\u201c \u012fk\u016br\u0117jas ir redaktorius, taip pat redaguoja ir \u012fk\u016br\u0117 atnaujinimo ekonomik\u0105 ir vien\u0105 \u017eingsn\u012f nuo tinklo interneto svetaini\u0173. Jis yra beveik 40 met\u0173 \u017eurnalistas, yra buv\u0119s Australijos finansin\u0117s ap\u017evalgos redaktoriaus ir \u201eTesla Model 3\u201c redaktoriaus pavaduotojas ir redaktoriaus pavaduotojas.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Vienas i\u0161 pirmaujan\u010di\u0173 \u201eTesla\u201c investuotoj\u0173 ir r\u0117m\u0117j\u0173 teig\u0117, kad EV mil\u017einas susiduria su \u201etiesos akimirka\u201c, ir pasi\u016bl\u0117, kad generaliniam direktoriui…<\/p>\n","protected":false},"author":1,"featured_media":229,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[39],"tags":[634,635,632,636,14,633],"class_list":["post-228","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-eautomobiliu-technine-puse","tag-akimirka","tag-investuotojas","tag-muskui","tag-sako","tag-tesla","tag-tiesos"],"aioseo_notices":[],"yoast_head":"\n\u201eMuskui tiesos akimirka:\u201c Tesla investuotojas sako - Eautomobiliai.lt<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/eautomobiliai.lt\/index.php\/2025\/03\/23\/muskui-tiesos-akimirka-tesla-investuotojas-sako\/\" \/>\n<meta property=\"og:locale\" content=\"lt_LT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u201eMuskui tiesos akimirka:\u201c Tesla investuotojas sako - 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