모델Y 리콜에도 TSLA 주가 상승, 스페이스X IPO 기대감에 투자자들 관심
TSLA Stock Rises Premarket Despite Model Y Recalls — Retail Expects Musk To Reward Tesla Holders In 'Overpriced' IPO
모델 Y 리콜 소식은 스페이스X IPO 기대감으로 가려졌으며, 소매 투자자들 사이에서는 중립적인 분위기입니다. 따라서 단기적으로는 별다른 변동성이 예상되지 않습니다.
핵심 요약
모델Y 14,575대 리콜에도 TSLA 주가 1% 상승, 스페이스X IPO 기대감에 투자자들 관심
핵심요약
- 모델Y 14,575대 리콜로 가중치 인증 라벨 누락 문제 발생
- TSLA 주가 1% 상승, 스페이스X IPO 기대감에 투자자들 주목
- 일론 머스크의 테슬라 주주 보상 계획 언급으로 시장 관심 집중
- 스톡위츠의 소매 투자자들 중립적 분위기 유지
- TSLA 종가 417.85달러로 두 번째 주간 하락 가능성
도입
이번 테슬라의 모델Y 리콜 소식은 투자자들에게 중요한 시사점을 제공합니다. 특히 스페이스X의 IPO 계획과 연계된 일론 머스크의 테슬라 주주 보상 언급이 주목받고 있는 상황입니다. 이는 테슬라의 주가 동향을 예측하는 데 있어 중요한 변수가 될 수 있습니다.
본문 1: 모델Y 리콜의 시장 영향
모델Y 14,575대 리콜은 가중치 인증 라벨이 누락된 것으로, 규제당국은 과적으로 인한 사고 위험이 증가할 수 있다고 경고했습니다. 그러나 TSLA 주가는 1% 상승하며 프리마켓 거래를 마쳤습니다. 이는 투자자들이 리콜 소식보다 스페이스X IPO 기대감에 더 큰 관심을 보인 것으로 해석됩니다. 테슬라의 주가 동향은 단기적으로 리콜 소식보다는 스페이스X IPO와 일론 머스크의 테슬라 주주 보상 계획에 더 큰 영향을 받을 가능성이 있습니다.
본문 2: 스페이스X IPO의 테슬라 주가 영향
스페이스X의 IPO 계획은 테슬라 투자자들에게 중요한 시사점을 제공합니다. 스페이스X는 2조 달러의 평가액을 목표로 800억 달러를 모금할 예정이며, 이는 역사상 최대 규모의 IPO가 될 가능성이 있습니다. 일론 머스크는 과거에 테슬라 주주들에게 스페이스X IPO를 통해 보상할 것을 언급한 바 있습니다. 이는 테슬라 주주들에게 추가적인 수익 기회가 될 수 있는 가능성을 시사합니다.
본문 3: 테슬라의 장기적 전망
테슬라의 장기적 전망은 스페이스X IPO와 같은 외부 요인뿐만 아니라, 모델Y와 같은 제품의 안정성과 품질 관리에도 크게 의존할 것입니다. 모델Y 리콜 소식은 테슬라의 품질 관리 시스템에 대한 우려를 제기할 수 있지만, 스페이스X IPO 기대감으로 인해 단기적으로는 주가 하락의 영향이 제한될 수 있습니다. 테슬라의 장기적 성공을 위해서는 제품의 품질 향상과 안정적인 생산 시스템 구축이 필수적일 것입니다.
결론
이번 테슬라의 모델Y 리콜 소식은 스페이스X IPO 기대감으로 인해 단기적으로는 주가 하락의 영향이 제한될 수 있습니다. 그러나 테슬라의 장기적 성공을 위해서는 제품의 품질 향상과 안정적인 생산 시스템 구축이 필수적일 것입니다. 투자자들은 테슬라의 주가 동향을 예측할 때, 스페이스X IPO와 같은 외부 요인뿐만 아니라, 테슬라의 제품 품질과 생산 시스템에도 주목해야 할 것입니다.
Original Article
TSLA Stock Rises Premarket Despite Model Y Recalls — Retail Expects Musk To Reward Tesla Holders In 'Overpriced' IPO
The Model Y recalls are due to missing vehicle weight certification labels that regulators said could increase crash risk from overloading.Retail traders remained focused on SpaceX and Elon Musk’s upcoming IPO plans rather than the recall news.Traders speculated Tesla shareholders could eventually benefit from the SpaceX IPO, citing Musk’s past comments about rewarding TSLA holders.Shares of Tesla, Inc. (TSLA) rose nearly 1% in premarket trading on Friday, even after the EV giant recalled over 14,000 Model Y SUVs in the U.S., as investors largely brushed aside the safety issue and instead focused on Elon Musk’s blockbuster SpaceX IPO and the possibility of future benefits for Tesla shareholders.TSLA stock rose marginally on Friday to end at $417.85, but shares are poised to record their second straight weekly loss. Retail Shrugs Off Model Y RecallsThe National Highway Traffic Safety Administration (NHTSA) said on Friday that Tesla is recalling 14,575 Model Y vehicles due to missing certification labels showing vehicle weight specifications. According to NHTSA, the absence of the label could lead owners to unintentionally overload the vehicles, “increasing the risk of a crash.” Tesla said it will inspect affected vehicles and install the missing labels. Regulators added that there were no reported crashes, injuries, or fatalities linked to the issue.The SpaceX IPO Bull CaseDespite the recall headlines, Tesla traders continued speculating on their role in SpaceX’s massive IPO plans after the space firm released its prospectus on Wednesday. SpaceX could become the largest IPO in Wall Street history, as the company reportedly targets a $2 trillion valuation in an $80 billion raise. Retail sentiment on Stocktwits for Tesla was 'neutral' amid 'normal' message volumes.TSLA sentiment and message volume as of May 22 | Source: StocktwitsOne trader pointed to Musk’s long-standing comments about rewarding Tesla shareholders if SpaceX eventually went public. “Elon said his advice is to Hodl TSLA shares,” the user said. “He has also commented in the past about rewarding Tesla holders if or when SpaceX goes public. SpaceX is finally going public in June. Trust the process. He won’t screw over TSLA shareholders. Tesla Shareholders have everything to gain on top of everything in pipeline for Tesla.”Notably, the filing reinforced the growing overlap between Musk’s companies after the word “Tesla” appeared 87 times throughout the SpaceX S-1 filing, while "Musk" shows up 174 times. Another trader tied Tesla’s recent momentum directly to the SpaceX excitement, saying: “420.69 close. Elon wants it. Elon gets it… then rip up to the moon with SpaceX.”Prediction markets have also become increasingly bullish on the debut. According to Polymarket, traders currently assign the highest odds to a SpaceX first-day valuation between $2 trillion and $2.5 trillion, while smaller but notable odds still exist for valuations above $3 trillion.The SpaceX IPO Bear CaseNot all traders were bullish on the IPO structure itself. One user compared the situation to Tesla’s own historic inclusion into the S&P 500 in 2020, warning that passive investors may once again end up buying at elevated prices.“Remember when $TSLA got added to the S&P 500?” the user said. “It ran from $83 to over $400 on pure hype. Every index fund in America was forced to buy at the top.” The same user added, “Wall Street isn't opening the door for the common man. It's handing him the bag.”Another trader criticized both the IPO structure and the growing speculation around fast-tracked index inclusion rules. “This space ipo is sick stuff,” the user said. “Not only are they attempting to change seasoning and revenue requirements to enter S and P, for a company that lost four billion last year, but the S1 discloses over 170 million in related party cybertruck purchases!”Meanwhile, Future Fund managing partner Gary Black said on X that he was “not that interested in $SPCX,” arguing that he did not know of any $2 trillion companies trading at “300x EBITDA.” “Given all the hype, likely to be way overpriced,” Black said, adding that he would be interested in the stock if it declines 50%. SpaceX’s IPO filing showed that the company generated $18.6 billion in revenue last year but posted a net loss of $4.9 billion.Traders Unfazed By Starship DelaysRetail traders also appeared largely unfazed by SpaceX's delay of the latest launch attempt for its Starship V3 rocket. The company postponed Thursday’s launch after Musk said that a hydraulic pin issue had emerged on the launch tower. A new launch attempt is expected on Friday.The Starship V3 rocket is key to SpaceX’s long-term ambitions around Starlink deployment, orbital computing infrastructure, lunar missions and future Mars transportation systems. The company has reportedly spent more than $15 billion on the Starship program.Tesla Bulls Cheer China FSD RolloutPart of the bullish sentiment around Tesla also came from renewed optimism around the company’s Full Self-Driving (FSD) expansion in China. Tesla recently confirmed that “FSD Supervised” is now available in China, alongside several other global markets, following Musk’s Beijing visit during U.S. President Donald Trump’s trip to China.China recently legalized Level 3 autonomous driving systems, potentially creating a more favorable environment for Tesla’s advanced driver-assistance tech, even as regulators tighten oversight following several high-profile autonomous driving incidents across the industry.So far this year, TSLA stock has lagged its “Magnificent Seven” peers, making it the group’s third-worst performer, down 9%. For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: DXYZ, VCX Stocks Catch IPO Fever: Traders Chase SpaceX, OpenAI And Anthropic For Valuations Rivaling TSLA, META