https://www.youtube.com/watch?v=e9JWgApKvUs
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:05 [Music] 0:07 hey it's dave so we just got news tesla 0:09 increased their prices of their cars 0:11 almost across their entire lineup so how 0:14 much were these price increases why did 0:16 tesla increase its prices and what does 0:18 this mean for tesla and for people 0:20 buying their cars going forward all 0:22 right so let's take a look at some of 0:23 the price increases here sawyer mayor 0:25 tweeted and said that tesla increased 0:27 the price of the model y in the us by up 0:29 to three thousand dollars prices uh now 0:31 starting at sixty five thousand nine 0:33 hundred ninety dollars the model y base 0:35 long range goes up to sixty five 0:37 thousand model wide performance goes up 0:39 to actually sixty 0:40 um nine thousand so two thousand dollar 0:42 increase tesla also increased the other 0:44 vehicle prices too so the model s long 0:46 range goes up by six thousand dollars to 0:48 121 thousand dollars model s long range 0:52 five thousand dollar increase model 0:53 three long range is a two thousand 0:55 dollar increase i think the only car 0:56 that didn't get a price increase was the 0:58 model 3 standard range all right so 1:01 here's how much tesla's most popular 1:03 models have increased in price since the 1:04 start of 2021 model three standard range 1:07 ten thousand dollars model y long range 1:09 sixteen thousand dollars right from 1:11 fifty thousand to sixty six model s long 1:13 range twenty five thousand a model x 1:16 long range is a thirty one thousand uh 1:18 dollar increase in just probably what in 1:20 a year and a half or so all right so why 1:22 is tesla increasing their prices so much 1:25 right over recent months so here's what 1:27 zac kirkhorn had to say their cfo in 1:29 their most recent q1 2022 earnings call 1:32 he said on the price increase front i 1:34 should mention that it may seem like 1:36 maybe we're being unreasonable about 1:38 increasing the prices of our vehicles 1:39 given that we had a record profitability 1:41 this quarter but the wait list for our 1:43 vehicles is quite long and some of the 1:44 vehicles that people order the wait list 1:46 extends into next year so our prices of 1:49 vehicles ordered now are really 1:51 anticipating supplier and logistics cost 1:53 growth that we're aware of and believe 1:55 will happen over the next 6 to 12 months 1:58 so that's why we have the price 2:00 increases today because a court a car 2:02 order today will arrive in some cases a 2:04 year from now so here's why tesla is 2:06 raising their prices tesla lets 2:08 customers lock in a price at the time of 2:10 the reservation and tesla needs to avoid 2:12 a situation where you have too many 2:14 people locking in too low of a price for 2:17 a car that they're going to take 2:18 delivery let's say 12 months from now 2:20 especially in the case that inflation 2:22 accelerates faster than people expect 2:24 see reservations work one way meaning 2:26 you reserve a car and you lock in that 2:28 low price whether you take delivery in a 2:30 week or in 12 months however if the 2:33 price actually decreases you're going to 2:35 cancel your reservation and get a lower 2:37 price with a new reservation so tesla 2:38 needs to be careful about these 2:40 reservations in the case right that they 2:42 come out to be priced too low so if 2:44 there's a wait list then tesla also 2:46 needs to anticipate the cost of goods 2:48 increasing over let's say a period of 12 2:50 months going forward another reason why 2:52 tesla might be increasing prices i think 2:54 is to shorten the wait time you see it 2:56 might be best actually to increase the 2:58 price of their cars to bring down the 2:59 wait time for example if the wait time
3:02 for tesla cars are at let's say two 3:04 months or so then tesla can sell a car 3:06 at basically their real-time cost plus 3:08 margin right without an anticipated 3:11 inflation cost on top of that so in 3:13 other words tesla gets a fair price and 3:14 the customer gets a fair price at that 3:16 time however if there's too long of a 3:19 wait time let's say it's a year out or 3:20 so this is actually a huge disadvantage 3:23 to tesla especially in times of 3:25 inflation because basically you're 3:26 giving a free discount right to people 3:28 with the reservations it's almost like 3:30 an option call right for the consumer or 3:32 the customer they get to put in a 3:33 reservation and actually get the price 3:35 locked in whether or not right they 3:37 choose to execute that option call or 3:39 not so tesla is showing that they're 3:41 taking inflation seriously i think this 3:43 is a good thing because it's better to 3:45 take inflation seriously as a company 3:47 right now rather than to take it too 3:49 lightly see tesla they could be lazy and 3:51 passive and not raise prices but that 3:53 would put them at a risk of being hit 3:55 hard later if inflation rises faster 3:57 than expected so i think all of this is 3:59 showing that tesla is displaying good
4:02 discipline and financial planning most 4:04 of this credit probably goes to their 4:05 cfo zach kierkon all right so some 4:07 takeaways first i personally wish prices 4:09 would stabilize and even decrease some 4:12 especially after some big price 4:14 increases over the past year and a half 4:16 but i do understand tesla's approach and 4:17 i think it's the wisest path 4:19 basically don't get burned by inflation 4:21 right by not increasing prices and 4:23 number two stay ahead of inflation by 4:25 bringing down your wait time don't give 4:27 too many customers right these free 4:29 option calls right to lock in perhaps um 4:31 what could be potentially low prices 4:33 right if inflation accelerates faster 4:34 than expected so overall i think this is 4:36 the right strategy to do and lastly this 4:38 is showing tesla really displaying 4:40 pricing power right they've got a great 4:42 brand a lot of demand for their products 4:44 and they're able to navigate right these 4:46 uncertain times of inflation and 4:48 possible right recession in coming 4:50 months as well being disciplined with 4:51 their operating expenses and by also 4:53 getting ahead of the inflation issue all 4:55 right hope this has been helpful if it 4:56 has good like and subscribe all my 4:58 videos can be found as an audio podcast
5:00 as well just search for dave lee on 5:01 investing in your favorite podcast 5:03 player i'm also on twitter at heyday7 5:05 alright we'll see you guys my next video 5:06 thanks 5:14 you
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0:07 嘿，我是戴夫，所以我們剛剛得到消息 特斯拉 0:09 提高了他們的汽車價格 0:11 幾乎在他們的整個陣容中，所以如何 0:14 這些價格上漲有多大，為什麼 0:16 特斯拉提高了它的價格和什麼 0:18 這對特斯拉和人們來說意味著 0:20 買他們的車 0:22 好吧，讓我們來看看一些 0:23 索耶市長這裡的物價上漲 0:25 發推說特斯拉漲價了 0:27 模型 y 在美國的價格上漲 0:29 現在到三千美元的價格 0:31 六萬五千九起 0:33 190 美元 Y 型底座 0:35 遠距離可達六十五 0:37 千模型範圍內的性能上升 0:39 到實際上六十 0:40 嗯九千所以兩千美元 0:42 增加特斯拉也增加了其他 0:44 車價太高所以車型長 0:46 範圍上升了六千美元到 0:48 121,000美元型號的長距離 0:52 五千元增長模型 0:53 三遠射程是兩千 0:55 美元增加我認為唯一的汽車 0:56 沒有漲價的是 0:58 模型3標準範圍好吧 1:01 這是特斯拉最受歡迎的 1:03 型號自推出以來價格上漲 1:04 2021 年開始型號三標準範圍 1:07 一萬美元的Y型遠程 1:09 一萬六千美元起 1:11 五萬到六十六個型號長 1:13 範圍 25,000 個模型 x 1:16 遠射是三萬一萬呃 1:18 美元增加可能是什麼 1:20 一年半左右 好吧 為什麼 1:22 特斯拉漲價這麼厲害嗎 1:25 就在最近幾個月所以這就是 1:27 zac kirkhorn 不得不說他們的首席財務官 1:29 他們最近的 2022 年第一季度財報電話會議 1:32 他說在價格上漲方面我 1:34 應該提到它可能看起來像 1:36 也許我們不合理 1:38 提高我們車輛的價格 1:39 鑑於我們有創紀錄的盈利能力 1:41 本季度，但我們的等候名單 1:43 車輛很長，有些 1:44 人們訂購等候名單的車輛 1:46 延長到明年，所以我們的價格 1:49 現在訂購的車輛真的 1:51 預計供應商和物流成本 1:53 我們知道並相信的增長 1:55 將在未來 6 到 12 個月內發生 1:58 所以這就是為什麼我們有價格 2:00 今天增加，因為法院一輛車 2:02 今天的訂單在某些情況下會到貨 2:04 從現在開始的一年，這就是為什麼特斯拉是 2:06 提高價格 特斯拉讓 2:08 客戶鎖定價格 2:10 預訂和特斯拉需要避免 2:12 你有太多的情況 2:14 人們鎖定的價格太低 2:17 他們將要乘坐的汽車 2:18 比方說從現在起 12 個月後交貨 2:20 尤其是在通貨膨脹的情況下 2:22 加速比人們預期的要快 2:24 看到預訂單向意義 2:26 你預定了一輛車然後你把它鎖起來 2:28 價格低廉，無論您是否提貨 2:30 一周或 12 個月內，但是如果 2:33 價格實際上會降低你要 2:35 取消您的預訂並獲得更低的價格 2:37 新預訂的價格，所以特斯拉 2:38 需要注意這些 2:40 對他們的案件權利的保留 2:42 出來定價太低所以如果 2:44 有一個等待名單然後特斯拉也 2:46 需要預測商品成本 2:48 增加比比方說 12 的時期 2:50 未來幾個月的另一個原因 2:52 我認為特斯拉可能會漲價 2:54 就是縮短你看到它的等待時間 2:56 實際上可能最好增加 2:58 他們的汽車價格降低了 2:59 等待時間，例如，如果等待時間 3:02 對於特斯拉汽車來說，假設是兩個 3:04 幾個月左右，特斯拉就可以賣車了 3:06 基本上是他們的實時成本加上 3:08 沒有預期的保證金權利 3:11 最重要的通貨膨脹成本，所以在 3:13 換句話說，特斯拉得到了一個公平的價格，並且 3:14 客戶得到一個公平的價格 3:16 但是如果時間太長 3:19 等待時間讓我們說這是一年或 3:20 所以這實際上是一個巨大的缺點 3:23 對特斯拉來說，尤其是在 3:25 通貨膨脹，因為基本上你是 3:26 給予人們免費折扣的權利 3:28 有了保留，這幾乎就像 3:30 消費者的期權認購權或 3:32 他們得到的客戶 3:33 預訂並實際得到價格 3:35 鎖定他們是否正確 3:37 選擇執行該選項調用或 3:39 不是那麼特斯拉表明他們是 3:41 認真對待通貨膨脹我認為這 3:43 是一件好事，因為它更好 3:45 作為一家公司認真對待通貨膨脹 3:47 現在而不是接受它 3:49 輕看特斯拉，他們可能是懶惰的， 3:51 被動而不是提高價格，而是 3:53 會使他們面臨被擊中的風險 3:55 如果通脹上升得更快，以後會很難 3:57 超出預期，所以我認為這一切都是 3:59 表明特斯拉表現良好 4:02 紀律和財務規劃最 4:04 這個功勞可能歸功於他們 4:05 首席財務官 zach kierkon 好吧，所以一些 4:07 外賣首先我個人希望價格 4:09 會穩定甚至減少一些 4:12 尤其是在一些大價錢之後 4:14 過去一年半的增長 4:16 但我確實理解特斯拉的做法和 4:17 我認為這是最明智的道路 4:19 基本不會被通貨膨脹燒死 4:21 正確的做法是不提高價格和 4:23 第二名領先於通貨膨脹 4:25 減少你的等待時間不要放棄 4:27 太多客戶對這些免費 4:29 選項調用權鎖定也許嗯 4:31 什麼可能是潛在的低價 4:33 如果通貨膨脹加速更快，那就對了 4:34 超出預期，所以總的來說我認為這是 4:36 正確的策略，最後這個 4:38 顯示特斯拉真的在顯示 4:40 定價權，他們有很好的 4:42 品牌對其產品有很多需求 4:44 他們能夠正確導航這些 4:46 通貨膨脹的不確定時期和 4:48 可能的經濟衰退即將到來 4:50 幾個月以及受到紀律處分 4:51 他們的運營費用以及 4:53 提前應對通脹問題 4:55 對，希望這對您有所幫助 4:56 喜歡並訂閱我所有的 4:58 視頻可以作為音頻播客找到 5:00 也只需搜索 dave lee on 5:01 投資您最喜歡的播客 5:03 玩家我也在全盛時期的推特上 5:05 好的，我們下個視頻見 5:06 謝謝 5:14 你
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