$Tesla (TSLA.US)$
Key Metrics for TSLA and Lucid
My analysis of the latest metrics for and concludes that Tesla is performing significantly better than Lucid.
On April 2, 2023, Tesla issued a press release stating that the company's deliveries reached 422,875 units in the first quarter of the year. This means that Tesla's deliveries in the most recent quarter were up 36% year-over-year and 4% year-over-year. More importantly, ...

$Tesla (TSLA.US)$ After the latest Apple financial report was released, the stock price surged again, closing at $173 on Friday, less than 10% away from its historical high. Similarly, NVIDIA is also approaching its historical high by around 15%. If we must pinpoint a time for a new high, it could be catalyzed by the financial report. Microsoft is also about 10% away from its new high. The chart below shows a few top ranked U.S. stocks by market cap, with Tesla being the furthest from its new high, needing a 143% increase to reach it. Among these giants, Tesla is the farthest away. Meta, previously heavily criticized, has recovered significantly and is close to a new high with less than a 2x increase.
This article is only for personal investment thinking records and does not constitute any investment advice.
Why did I list these companies? The reason is simple. These companies are all leading players in their respective industries, operate globally, have strong moats, and are technology-related. Another reason for bringing up these companies is to review the ghost stories from previous market crashes and reflect on where Tesla fell short. If it's not really that bad, why not consider buying at its lowest? Of course, you might argue that the current low price is because the capital consensus believes the fundamentals are not good. However, from a different perspective, if it's truly outstanding, can you buy it at this price?
For example, Meta, since the second half of last year, the company's operations have been relatively stable compared to the past...

$Tesla (TSLA.US)$ Preface:
At the beginning of May, $Tesla (TSLA)$ unexpectedly announced price hikes. On the 2nd, Tesla China raised the prices of all Model Y and Model 3 by 2000 yuan; On the 5th, Tesla China increased the prices of all new Model S and new Model X models by 19,000 yuan.
Not only raising prices in the Chinese market, Tesla also increased the prices of some models on sale in the USA, Japan, Canada, and Germany markets.
However, due to Tesla's previous price cuts in multiple global markets to stimulate demand, the prices of its models are still lower after this price increase than they were at the beginning of this year.
Some believe that while price reductions have brought Tesla more sales, the continuously declining gross margin has approached a critical point, with the auto gross margin nearing the 20% red line, perhaps making Musk uneasy.
What is Tesla's intention behind this price hike?
正文：
Tesla announced measures to raise prices in multiple markets globally, possibly to enhance its profitability and cash flow.
Although price reductions can stimulate demand, they can also weaken the company's profitability, especially when facing pressures from raw material costs and supply chains.
Furthermore, with the continuous impact of the pandemic, the uncertainty in the global economic environment may also compel Tesla to increase the intensity of its price adjustments to address potential risks.
In addition, Tesla is continuously introducing new models and more...