Tesla developments in China could be key for the company, says RBC's Tom Narayan

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  • เผยแพร่เมื่อ 28 เม.ย. 2024
  • Tom Narayan, lead equity analyst of global autos at RBC Capital Markets, joins CNBC's 'The Exchange' to discuss Elon Musk's visit to China, the path forward for self-driving, and more.

ความคิดเห็น • 82

  • @emersonstagnitta65
    @emersonstagnitta65 16 วันที่ผ่านมา +19

    What does this mean for Tesla stocks? Is it advisable for somebody who wants to start investing in stocks for short term gains to start with Teslas?

    • @marguritekostecki2194
      @marguritekostecki2194 16 วันที่ผ่านมา +7

      I'd recommend you get yourself an FA if you're trying to go in big. They're not half as expensive as you think and know the market better. Experimenting with TH-cam based suggestions may not be the best for you. I know this from experience and as somebody who has made real money off stocks. Goodluck.

    • @LilyBlack-bs7hq
      @LilyBlack-bs7hq 16 วันที่ผ่านมา +3

      hi, please what are the steps for getting one?? like a really good one

    • @buryatiaducky4233
      @buryatiaducky4233 16 วันที่ผ่านมา +2

      Dont start with Tesla if you dont want to play the long game.

    • @marguritekostecki2194
      @marguritekostecki2194 16 วันที่ผ่านมา +5

      You should start by looking out for those from known firms and good track records. You should also make sure the person is licensed. Personally, I use Kelly Matwick. She's good and you could also look her up.

    • @planetsaver
      @planetsaver 16 วันที่ผ่านมา +2

      marguritekostecki2194 I met this pretty lady at a seminar a while ago. Small world right

  • @thebarryman
    @thebarryman 16 วันที่ผ่านมา +6

    5x safer sounds like a completely fake statistic especially given he states it has difficulty with urban environments

    • @HopeIsFleeting
      @HopeIsFleeting 16 วันที่ผ่านมา +1

      Many human drivers also have trouble with urban environments. The point is FSD is improving rapidly and is already better than many drivers on the road.

  • @christopherherbert2407
    @christopherherbert2407 15 วันที่ผ่านมา +31

    With around $250k to invest, what's your advice on entering the market? I'm considering replicating the strategies of experts instead of investing independently to avoid both financial losses and emotional stress. What are your thoughts on this approach?

    • @rodgertim2881
      @rodgertim2881 15 วันที่ผ่านมา

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

    • @finnnagner1755
      @finnnagner1755 15 วันที่ผ่านมา

      This is an insightful perspective to consider.

    • @aideedeoliveira6702
      @aideedeoliveira6702 15 วันที่ผ่านมา

      Agreed, my portfolio is well matched for every market season yielding 60% from early last year till date. I and my advisor are working on a 7 figure ball park

    • @RaymondJack-el2js
      @RaymondJack-el2js 15 วันที่ผ่านมา

      Your financial advisor must be really good, I hope it's okay to inquire if you're still working with the same Advisor and how can I get in touch with them?

    • @aideedeoliveira6702
      @aideedeoliveira6702 15 วันที่ผ่านมา

      That would be Eric Paul Elmer

  • @ArabicReja973
    @ArabicReja973 16 วันที่ผ่านมา +5

    China 🇨🇳 is using the same coercive tactics with Elon Musk as it did with Steve Wynn, the billionair owner of Wynn Casino in Macao.
    Wynn was asked by the Chinese government to act as its agent in exchange for an undisturbed business environment in China.

  • @feetforward75
    @feetforward75 16 วันที่ผ่านมา +2

    urban environment in China is not the same as urban environment in usa. china's driving rules are extremely different than that of US driving rules. this Tesla Salesman is lying.

  • @lastChang
    @lastChang 16 วันที่ผ่านมา +6

    The biggest concerns of business operating in China 🇨🇳 are:
    - IP thefts,
    - unfair competition and
    - human rights violations.

    • @i1iwell9
      @i1iwell9 16 วันที่ผ่านมา +3

      The biggest concerns of business operating in US are:
      - IP thefts,
      - unfair competition and
      - human rights violations.

    • @nemesiszz
      @nemesiszz 16 วันที่ผ่านมา

      ​@@i1iwell9 Funny, US publishes human rights data for other countries but not itself

    • @pureland2703
      @pureland2703 16 วันที่ผ่านมา

      China should allow tesla to build cars in China but no selling them in China.

    • @Just_a_random_birb
      @Just_a_random_birb 15 วันที่ผ่านมา +3

      @@i1iwell9 ok try beat this Chinese guy. GUTTER OIL, PAINTING TREES AND FRASS GREEN LITERALLY, HIGHER HEALTH RISK DUE TO FOOD

    • @AhmetTekin101
      @AhmetTekin101 15 วันที่ผ่านมา +1

      ​@@i1iwell9Use your own brain. The Chinese don't have to copycat on everything including YT comments. LOL

  • @Justsaying-cg2nz
    @Justsaying-cg2nz 16 วันที่ผ่านมา +3

    All for show.

  • @jdmather5755
    @jdmather5755 16 วันที่ผ่านมา +2

    When will Tesla complete a key milestone in the USA - that is, advance from level 2 supervised FSD-beta?

    • @billthecat7536
      @billthecat7536 16 วันที่ผ่านมา

      Stay tuned on Aug 8th this year. 😉

    • @jdmather5755
      @jdmather5755 16 วันที่ผ่านมา

      @@billthecat7536 For what? An announcement of closed loop Las Vegas Robotaxi? Sounds profound!

    • @HopeIsFleeting
      @HopeIsFleeting 16 วันที่ผ่านมา

      Whenever the want to. At the moment they’re telling Waymo battle with regulators so they don’t have to. Why get yourself into an unnecessary battle against the government when you don’t have to? Let others do the hard work and the go straight to level 5 when you’re ready.

  • @petagayeclarke6163
    @petagayeclarke6163 16 วันที่ผ่านมา +3

    Long-term bull dog!!!!

  • @mopthermopther
    @mopthermopther 16 วันที่ผ่านมา

    take out ?
    There are a hundred
    delivery services

  • @PluggedSpark2
    @PluggedSpark2 16 วันที่ผ่านมา +2

    RIP to short sellers

  • @arihantk
    @arihantk 15 วันที่ผ่านมา

    Tommy boy… Tommy boy 😂

  • @bennett3812
    @bennett3812 16 วันที่ผ่านมา +4

    Can you guys be more serious? The chinese official in the video is not even Premier Li.

  • @pauldannelachica2388
    @pauldannelachica2388 16 วันที่ผ่านมา

    The short name FSD is a vision learning process

    • @AhmetTekin101
      @AhmetTekin101 15 วันที่ผ่านมา

      Human life in China is cheap. It makes sense to try Elon Musk's self-crashing cars in China first.

  • @user-cf2px2ko8y
    @user-cf2px2ko8y 16 วันที่ผ่านมา +14

    Grabbing the bears 🐻 by the balls... lol 😂

    • @MatthewMS.
      @MatthewMS. 16 วันที่ผ่านมา +1

      The stock, company and financials are not in a good spot. Wake up.

    • @mckenleymason1212
      @mckenleymason1212 16 วันที่ผ่านมา +2

      Wake up to your lies?

    • @MrPJD17
      @MrPJD17 16 วันที่ผ่านมา +3

      @@MatthewMS. Who's paying you to insert these misleading comments?

    • @Just_a_random_birb
      @Just_a_random_birb 15 วันที่ผ่านมา

      @@MatthewMS. 🤦‍♂

  • @TeeHee-vo1bn
    @TeeHee-vo1bn 16 วันที่ผ่านมา +3

    Tesla stock went up for no reason today. FSD, or whatever they call it, is a nightmare anywhere in the world, especially in poor China's chaotic traffic.

  • @greentraveler4114
    @greentraveler4114 16 วันที่ผ่านมา

    meanwhile Chinese produced garlic was treated as a national security threat by the American authorities

  • @shandyashley3259
    @shandyashley3259 16 วันที่ผ่านมา +5

    Imagine getting in early with Bill Gates with Microsoft or Steve Jobs with Apple systems. Tesla has the full self driving operating system which may be licensed out to everyone in the world eventually, I’m excited about the future and I’m glad to say I’m in early.!

    • @JonHassellProphecy
      @JonHassellProphecy 16 วันที่ผ่านมา

      its gotta work first, a few thousand people paying 99 a month aint gonna cover their losses

    • @weirdshibainu
      @weirdshibainu 16 วันที่ผ่านมา

      FSD will never scale without trillions spent on infrastructure to link every vehicle with one another.

    • @billthecat7536
      @billthecat7536 16 วันที่ผ่านมา

      @@weirdshibainu The cars have done that since day one. smh

    • @weirdshibainu
      @weirdshibainu 16 วันที่ผ่านมา

      @@billthecat7536 In order for FSD at scale, ALL vehicles need to be networked ad a system that communicates with each vehicle as it also accounts for pedestrians and cyclists. Even, then, it'll only operate correctly in urban areas under good weather conditions.SMH

  • @c.y.8939
    @c.y.8939 16 วันที่ผ่านมา +1

    If FSD can handle the city traffic in third-tier cities in China, it can certainly handle the traffic in any US cities. I have been driving in the US for over 25 years. When I go back to China my relatives asked me if I want to borrow their cars to drive, I simply said "No, I would rather walk."

    • @archstanton5973
      @archstanton5973 16 วันที่ผ่านมา

      *WHAT A LOAD OF TRASH: you've never been with 100,000 miles of China........*

    • @AhmetTekin101
      @AhmetTekin101 15 วันที่ผ่านมา +1

      Childish logic

    • @Gaarsl
      @Gaarsl 15 วันที่ผ่านมา

      ​@@AhmetTekin101does anyone wants to trust any ex-Chinese american who does best to badmonth hometown to earn a so called real citizenship

  • @ashk4155
    @ashk4155 16 วันที่ผ่านมา +1

    Lmfao Tesla becoming industry standard… hahahaha yea right NIO’s NOP will be the standard along with its battery swap

  • @feetforward75
    @feetforward75 16 วันที่ผ่านมา +2

    this Tesla salesman just said Tesla is 5X safer than other cars. that is a big fat lie.Tesla drivers have the highest accident rate. From Nov. 14, 2022, through Nov. 14, 2023, Tesla drivers had 23.54 accidents per 1,000 drivers. Ram (22.76) and Subaru (20.90) were the only other brands with more than 20.00 accidents per 1,000 drivers

    • @bredar5353
      @bredar5353 16 วันที่ผ่านมา

      He is talking about crashes while FSD is engaged.

    • @billthecat7536
      @billthecat7536 16 วันที่ผ่านมา

      Not with FSD engaged. Way to cherry pick your stats without clarifying.

    • @kashyappatel1988
      @kashyappatel1988 16 วันที่ผ่านมา

      @@billthecat7536he probably does not know what’s fsd. I bet he must be an oldie who is ice enthusiast. I won’t be surprised if China has self driving car before “the lone superpower”.

  • @MS-cs7gt
    @MS-cs7gt 16 วันที่ผ่านมา

    He visited China that’s the only way

  • @mrbkaal
    @mrbkaal 16 วันที่ผ่านมา

    CNBS is all about finding challenges/problems with Tesla and talk it down.

  • @danielb7253
    @danielb7253 16 วันที่ผ่านมา

    Chinese urban environments are very poor areas

  • @joevidrine
    @joevidrine 16 วันที่ผ่านมา +2

    Isn't this a BACK DOOR for China to illegally get the new Invidia chips ? IVDA/s most powerful chip is in this individual FSD computers in each car.

    • @zackwootensc
      @zackwootensc 16 วันที่ผ่านมา +3

      Tesla hasn't used Nvidia hardware in the cars in many years. They have their own FSD computer design, manufactured by TSMC. They do use Nvidia in their training at headquarters but not 100% Nvidia there either

    • @richardle3212
      @richardle3212 16 วันที่ผ่านมา

      @@zackwootensc I don't think you can beat nvidia for training and inference. They have a giant moat (cuda etc, built over a decade), and no one comes close.

    • @Sebster85
      @Sebster85 16 วันที่ผ่านมา +1

      ​@@richardle3212 I'm sure the Tesla team knows what it is doing. They've been using a combination of Nvidia and their own for a while now.

    • @zackwootensc
      @zackwootensc 16 วันที่ผ่านมา

      @@richardle3212I don’t know if you need to beat them. Their performance is impressive but I think the reason Tesla dropped them is they felt as if they were getting ripped off and also energy efficiency. They brought the design in house and seem pretty pleased. Autonomy day 2019 they explained why they designed it the way they did, it was pretty far ahead of Nvidia at the time and is probably much cheaper than them now. If you pay Nvidia $1000 per unit for 3 million vehicles… that’s 3 billion dollars so I think Tesla did “beat them”