Steering towards hybrids.
$Tesla (TSLA.US)$ It seems that internal combustion engines are still better.
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新div : I'm afraid of the beginning of the week ((;;))
The number of units sold in Q1 is terrible. (; -omega-) no
The number of EV cars sold in January and February across the United States in the previous year was lower than the previous year.
The factory production line was stopped due to manufacturing adjustments in China and the Giga Berlin transmission line.
Q1 is dangerous
Q2 sold 460,000 units the previous year the most in the previous year.
Price reduction price reduction price reduction
Q1 and Q2 are dangerous
新div : I don't know if this year will be the bottom or next year.
However, electric car prices have been reduced, weaknesses have almost disappeared, and electric cars GM and Ford have also shrunk
Strong 2 with China's BYD
Japan has strong HV and the current depreciation effect of the yen
Even for Japanese cars across the US, semiconductor supply anxiety has disappeared,
It's selling better than last year.
If I had money
I want shares of the Japanese version of Magnificent Seven.
Foreigners are Japanese semiconductor stocks and automobile stocks
I'm going shopping.
Japanese semiconductor stocks are too expensive to buy.
I only have SUBARU.
pinkotu OP 新div : If you don't sell in parallel with infrastructure, you won't be able to sell. Also, performance in cold regions is still lacking, so isn't it useless to force it to be deployed? I think it would have been better to target only relatively warm regions and only countries. If it's Japan, I think I can go to the Pacific side west of Kansai
What's going to happen?
新div : The spread of infrastructure quick chargers for electric vehicles
at night
there's still more to come.
Electric cars are used over long distances, or rather nearby
There are also concerns about cruising range, so convenient HVs are selling well.
The battery doesn't hurt when you charge it at home
If you repeatedly fill up the tank with quick chargers during the daytime, when it comes to covering the electricity supply and demand problem with current electricity
During the daytime, factories, manufacturing, etc. consume electricity
The current energy will no longer be able to cover it.
When AI is implemented, it takes quite a bit of electricity.
If the energy power problem is not solved,
tough?