Gigafactory ថ្មីរបស់ក្រុមហ៊ុន Tesla គឺជាកិច្ចខិតខំប្រឹងប្រែងយុទ្ធសាស្ត្រដ៏ធំបំផុតរបស់ខ្លួនក្នុងរយៈពេលមួយទសវត្សរ៍៖ អ្នកវិភាគ

របស់ក្រុមហ៊ុន Tesla (TSLA) Berlin Gigafactory is now live, and it will be super important to the EV giant’s future, analysts say.

On Tuesday, the factory received CEO Elon Musk, who presented customers with the first Model Ys made at the facility. Tesla’s new factory is 20 or so miles southeast of the German capital and houses roughly 10,000 employees. The factory cost north of $5.5 billion to construct.

“We view the opening of Giga Berlin as one of the biggest strategic endeavors for Tesla over the last decade and should further vault its market share within Europe over the coming years as more consumers aggressively head down the EV path,” Wedbush analyst Dan Ives said. “We cannot stress the production importance of Giga Berlin to the overall success of Tesla’s footprint in Europe and globally, as the current Rubik’s Cube logistics of producing cars in China at Giga Shanghai and delivering to customers throughout Europe was not a sustainable trend. The Berlin factory establishes a major beachhead for Tesla in Europe with potential to expand this factory to production of ~500k vehicles annually with Model Y front and center over the coming 12 to 18 months.”

Ives adds the opening of the site removes an “overhang” on the stock. The analyst rates Tesla Outperform with a 12-month price target of $1,400.

The factory should also help Tesla compete more aggressively with European behemoth Volkswagen, which is making a huge EV push, Vollkswagen Group of America President and CEO told Yahoo Finance Live Monday.

Other big bets

While Tesla unwraps its shiny new factory, Wall Street analysts are speculating the company has other bold moves up its sleeves.

“In our view, the chance that Tesla does not ultimately offer products and services to the eVTOL [electric vertical takeoff and landing aircraft]/UAM market is remote. The potential skills transferability and network adjacencies are too strong to ignore,” Morgan Stanley analyst Adam Jonas said in a new research note.

រឿងរ៉ាវនៅតែបន្ត

Jonas believes the segment would be called “Tesla Aviation,” and be a logical evolution of the company’s prowess making electric vehicles. It would also tap into a potentially lucrative market.

នៅឆ្នាំ 2030 Morgan Stanley ប៉ាន់ប្រមាណថា ទីផ្សារអាស័យដ្ឋានសរុប (TAM) សម្រាប់ឧស្សាហកម្ម eVTOL នៅសហរដ្ឋអាមេរិកអាចឡើងដល់ 12 ពាន់លានដុល្លារ ដែលដំណើរការដោយការចាប់អារម្មណ៍លើយន្តហោះដឹកជញ្ជូនខ្លីដែលដើរដោយថាមពលមិនប្រើប្រេង។

ក្រឡេកទៅមើលឆ្នាំ 2050 ធនាគារវិនិយោគបានព្យាករណ៍ថាទីផ្សារ eVTOL សកលអាចមានតម្លៃ 9 ពាន់ពាន់លានដុល្លារ ខណៈដែលក្រុមហ៊ុន និងរដ្ឋាភិបាលស្វែងរកវិធីកាត់បន្ថយការកកស្ទះផ្លូវតាមរយៈជម្រើសបៃតង។

Morgan Stanley’s Jonas thinks eVTOLs are just one area Tesla will venture into the decades to come. Another promising venture could be Tesla’s auto operations collaborating with CEO Elon Musk’s other companies, such as The Boring Company and SpaceX.

លោក Brian Sozzi គឺជាកម្មវិធីនិពន្ធនិងធំមួយ យុថ្កានៅក្រុមហ៊ុន Yahoo Finance។ បន្ទាប់សូមអនុវត្តតាមសូហ្ស៊ីនៅលើ Twitter @BrianSozzi ។ និងនៅលើ LinkedIn.

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