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$Tesla(TSLA.US)$
1) In 2021Q4, Tesla delivered a record 308,000 units, +70% year-on-year, and delivered 936,000 units throughout the year;
2) On the production capacity side, the Shanghai factory delivered 484,000 units, accounting for half of the supply, so it is expected to exert a stronger cost advantage, overcome supply chain disturbances, and promote Q4 earnings growth. The market is quite optimistic about the financial report;
3) Musk will return to this conference call and bring a "new product roadmap", which is expected to focus on Cybertruck design, pricing and mass production schedule updates, as well as information on the start of production in Texas and Berlin.
Although the company's fundamentals remain strong, the Fed is about to start a rate hike cycle, which has led to recent valuation pressures on growth stocks led by Tesla.
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