Hello, everyone. Those watching from the recording room, nice to meet you. July 1st marked the end of the first trading day of July in the U.S. The second half of the year started with an uptrend, although not a significant one. The S&P 500 was down 0.13%, Nasdaq fluctuated, initially dropping then closing higher. Many who followed the trend and bought are likely facing a challenging time now. The first half of the year was uneventful. Anyway, let's talk about Tesla today. Tesla saw a significant increase, reaching over 6%, which is rare. There may be various reasons for this surge. Let's discuss the reasons. First, as you all know, on August 2nd, Q2 delivery numbers were...

On July 2nd, it's not Korean time, but American time. It will likely be announced in the morning on July 2nd in the U.S. So there is anticipation for this, and there is an expectation. In fact, the number expected by Wall Street is between 403,000 to 436,000 units. They are expecting a decrease of about 6.5% compared to the same period last year, which is Q2 of 2023. So, they are not expecting it to be that good. That's the kind of expectation they have. First of all, there is an expectation for Q2 delivery. Secondly, today, the delivery numbers for Q2 of Chinese car companies were released. Therefore, Chinese electric car companies surged a lot today. Xpeng increased by 5.32%, Nio by around 6%, and Li Auto also by around 6% to 6.5%. So overall, the electric vehicle sector, especially Chinese electric cars,

The delivery performance is good, and with the improvement of the combined spirit, Tesla, the leader in that area, is also looking forward to tomorrow, including the delivery number. As for these guys, looking at the June delivery, I don't know how to pronounce it, but their June deliveries increased by 24%. And in the case of Nio, their Q2 deliveries increased by more than three times, 3%. Then, in the case of Rivian, similarly, the deliveries increased by a whopping three times, 15%. In addition, now, the June delivery is up by 13%. This indicates that there is some momentum in global electric vehicle demand, especially in China.

As the diffusion has occurred a bit, today the overall electric vehicle market showed an upward trend. Rivian went up today. But now, what we need to look forward to is the delivery numbers for tomorrow. Also, besides that, there was another positive factor. It's not just about that. Elon Musk followed someone on his Twitter account. Following someone, you know, subscribing, subscribing on Twitter. Who did he subscribe to? Travis Kalanick. Who is this person? He is the co-founder of Uber. Yes, the co-founder. And about five years ago or something, he left Uber for some reason. Anyway, Elon Musk started following this person's account. As a result, there was a positive impact on Tesla's stock price. So, this Kalanick effect is within this 6% range.

I think about 2 to 3% of thoughts are not in my mind right now. This is the kind of thought I have. Now, this guy, who is now a co-founder of Uber, had something related to robot taxis on August 8th. Speculative and hopeful circuits are running. Because of that, Tesla showed a rare sight of surpassing $200. When was the last time we saw $200? When was the last time we saw $200? Oh, it was at that time. It broke $200. So, now Tesla shareholders must feel good. Since it surpassed $200, those who trade charts are saying it's near the 200-day moving average and it's an amount that has surpassed that. So, we don't know how the numbers will turn out tomorrow, but if the numbers come out around this range...

When it comes out, I don't think Tesla's stock price will drop. The issue now is that these Chinese companies, in order to increase sales, have been conducting strong discount promotions, which can actually reduce margins. This aspect will likely be reflected in Tesla's earnings announcement, probably around May 20. After mid-July, around the end of July, they will do it. In the case of Tesla, there will be a lot of focus on how much the gross auto margin has actually dropped. So, how this will affect the stock price needs to be observed. However, as I have mentioned several times, Tesla's stock is backed by a cult, and the power of the cult is included in the stock price. So, you should consider this influence.

Even if the margin is a bit worse than we expected, there will be performance results in July until the end of July, and then, on August 8th, there will be robot taxis. So, there is a possibility that this atmosphere will continue. As for the stock price, unless it's a real shockingly low number, I think it will hold up to some extent until the robot taxis come out. That's why Uber dropped a bit today, from $72 to $69, then slightly went up. This is because Travis Kalanick from Uber sold his shares. When that news came out, the stock price moved like this. So, I'm done with what I wanted to say today. If you have any questions, please ask. Also, I posted on the community board, but for those attending the offline training this weekend, please make the payment for the tuition.

I received the payment, but you didn't specify your name as the payer, just the region like Kim An. I don't know who has paid the tuition fee. So, if you have watched this video broadcast, please email me again or leave a comment to let me know who you are. Because I need to organize the payment confirmation. If I can't verify it, what should I do? Then you might not be able to participate. I won't send an email, so please, if you are watching, make sure to reply. Also, in the U.S., the cruise industry is really struggling. Royal Caribbean or Carnival, they are having a hard time, especially Carnival. They are struggling a lot in the Caribbean region in the U.S.

It seems like a hurricane is coming. What is the name of that barrier? It's very big, so companies with routes in that direction seem to be capitalizing a lot. Therefore, they seem to have gained a lot in that area. As far as I know, Royal Caribbean mainly focuses on Europe. So, it seems like they are less affected here. Among these three, their financial soundness seems quite similar, but Royal Caribbean seems to be the healthiest. If it rises by 2% today, it seems to have hit $10. I don't know if it reached the highest 7 today. Shall we take a look? Microsoft hit the intraday high, right? Yes, it hit 457.3. Then, Apple also rose a lot today, $26.75, and Apple is also at $210.

It seems like it's going down. But this doesn't seem to have hit the peak, right? Apple, yes, it was at 220 dollars, it dropped to 27 dollars during trading but then went up. Next, Nvidia seemed to take a break today, and Alphabet also seemed to be taking a break. Amazon is quite interesting. Oh, it hit a new high today, reaching 197 billion before. Over the weekend, what did Amazon announce? They announced that they will invest 100 billion dollars over the next 10 years in building data centers. 100 billion is huge. And it went up. Anyway, it's better to go up than down for Amazon. Meta also seemed to be taking a break, and then Tesla is dropping a bit these days, and the obesity treatment 1 Lari, that also increased by about 1%. I mentioned 1 Lari before, maybe

I'm looking ahead, wondering if among healthcare-related companies, there might be one that will exceed a market capitalization of a trillion for the first time. I've talked about this before, whether it was at the beginning of this year or at the end of last year, it's a bit hazy, but I remember mentioning it on a broadcast. At that time, around 112 companies were worth about 500 billion. Broadcom showed an increase after a long time, and Tesla maintained its position from 1st to 12th without significant changes. If you have any questions, please ask. Today, it's raining a lot in Seoul. Not only in Seoul, but also in the central region like Cheongju, Daejeon, and Sejong, it must be pouring rain. I'm not sure about the southern region, like Gyeongnam or Honam. Anyway, it's pouring rain in Seoul and the central region right now. I'm predicting the market capitalization rankings for this year.

It seems like you mentioned the story of one trillion won. I don't remember it, but I've talked about that before. I think it will be one trillion won. I've mentioned that before. In the southern region, it goes back and forth. Oh, it seems like the rainy season front has passed through Jeju Island, through the southern region, and now it has reached the central region. Then, what happens next is that the rainy season front goes down again, and then it seems like it rains heavily in the southern region, then it goes back up again, goes up north, and then it rains in Seoul and the central region. After that, it goes up further. The rainy season front always does that, and now the heatwave season begins. It's crazy, and the heatwave season starts. The heatwave usually lasts for about one or two months, right? Usually, about two months. After that, around Liberation Day, the temperature changes slightly in the morning and evening, but it's still hot. So, usually, people wear long sleeves to feel a bit cooler.

I always have a record of when I can walk around. Typically, it's early October, around October 3rd, which is the National Foundation Day. In Korea, it starts to get a bit chilly around that time, so you can start wearing long sleeves. September is still hot, so right now it's early July, around July 7th. In July, we have the rainy season, so if it rains, the temperature drops a bit and the humidity goes up. However, the heat doesn't rise too much, so that's okay. But later, when the rainy season ends and the monsoon starts moving northward, that's when it gets tough for us. It becomes challenging, right? It's tough, and this weekend and next week when I have the training, I will talk about it. After this training is over, I have a few things in mind. There are people who can secure a wide lecture hall for us.

Later, when it gets cooler, I am thinking of having another meeting there. So, please participate actively in my channel. The important thing is that this week's team cake is the first one in July. It's the first team cake in the first half of the year, and this week is very short. There isn't much news and the trading volume is not high either because there is nothing special before the U.S. Independence Day on July 4th. So, if you look at the stock market now, the trading volume is low, and there isn't much significant news, mostly global news. Therefore, there may not be much content, but this week's team cake will have very important content. Please look forward to it. There are only three trading days this week, but there will be a lot of things to think about in this week's team cake, so it will be very busy.

It will be the weekend because on Saturday, we have offline education, then on Sunday morning, we have Team K broadcast, and in the afternoon, we will have offline education again. And on Monday morning, we will have another educational session. So, it will be a very busy weekend, but despite that, this week's Team K broadcast will be very fun. So, if anyone is worried that there won't be any special content about Team K this week, you can just throw away those worries. I have a lot to talk about. Now, it's lunchtime in Korea, so to those who are at work, enjoy your meal. Of course, there will be people watching Team K while having their meal, and I will see you again next time. Tomorrow, Tesla's numbers will be released, and I am thinking about making a video about it and posting it. Well, what was already...

You may see everything through the internet, but regarding those numbers, I have some thoughts that I plan to create into videos and upload. It can be done live, but I think it would be more convenient for you to just watch the videos. I'm not sure which one is more comfortable for you, so please let me know. Then I will adjust accordingly. I can upload it as a video or do it live. Well, everyone, thank you for your hard work today, and I will finish here.

#테슬라 오랜만에 폭등 한 이유

카톡방 리딩방등 절대 하지도, 할 필요도 없습니다. 
해외주식/경제 이야기는 ONLY 유튜브, 이곳에서만 합니다.
제 유튜브 채널명을 사칭하는 사기꾼들 주의 하시길 바랍니다.  
링크에 접속하셔서 꼭 읽어 주시고 피해 없으시길 바랍니다.
[ https://www.youtube.com/post/UgxRPioDhOsim-pqeHJ4AaABCQ ]

[주의요망]
James Lee 는 '문자', '카톡', '전화' 등을 통해 절대 주식 리딩방 가입을 권유하지 않습니다.
만일 이러한 연락을 받으셨다면 모두 제 이름을 악용하는 사기이므로, 링크 클릭하시어 스미싱 또는 사기 피해 받지 않으시도록 '절대' 주의하시기 바랍니다.

------------------------------------------------

안녕하세요, James 입니다.

저는 30년 넘는 주식 경험을 바탕으로 해외주식/해외경제 정보/교육 영상을 만듭니다.  이러한 내용을 추구하시는 분이시라면 구독 해 주세요.

. 해외주식 강의문의 : financebnb.com@gmail.com

. 오프라인 교육 역사
https://www.youtube.com/post/UgkxRcOdZpqI8i2qDcoCAfHvZX7KNmHjHddz

James Lee 유튜브 채널 콘텐츠는 개별종목에 대한 추천이 아니며 투자판단의 최종책임은 채널 시청자 본인에게 있습니다. 어떠한 경우에도 콘텐츠에서 제공되는 내용이 채널 시청자의 투자결과에 대한 법적 책임소재의 증빙자료로 사용할 수 없습니다.

(*) Wall Street 전문가들이 예상하는 2024년도 미국 S&P500 지수
https://youtu.be/VGGkmiOZgXU

(**) 2024년 유망주
https://www.youtube.com/post/UgkxxhFh_H5HSMw6OaEoAC31bFRF-bB_cBri 

(***) 2024년 예상변화
https://www.youtube.com/watch?v=6wwPcUPZz6c
