ã¡ãã£ã¢èšäº
ãã¹ã©ã21幎ã®EV販売93äžå°ãåå°äœå±æ©ã§ã87%å¢
ããºãææ°ããŒã¯ 119
twitterã³ã¡ã³ã 53ä»¶äž 1ïœ53件
ãããPayPay蚌åžã§1000åããå§ããŸãããïŒ
ç§ã®ã¯çŽ1幎ã§ãããªæãã§ãã
ç§ã®ã¯çŽ1幎ã§ãããªæãã§ãã
ãã¹ã©åã 絶奜調ãããã§ãã
ã¡ãã·ã³ã§ã»ã«ããããªïŒ¥ïŒ¶ãã»ã«ãã»ã«ãã£ãŠ
éæãã£ãã
é¢ä¿ããŠãã®ãã¯ç§ã¯ç¥ãããã©
ã¡ãã·ã³ã§ã»ã«ããããªïŒ¥ïŒ¶ãã»ã«ãã»ã«ãã£ãŠ
éæãã£ãã
é¢ä¿ããŠãã®ãã¯ç§ã¯ç¥ãããã©
åå°äœãèªç€Ÿè£œã«å€ãããããã«å°æ°ã䌞ã³ãã¯ã
åœè²»ãåºããŠæ¥æ¬ã«å·¥å ŽãèªèŽãã¹ããªã®ã¯ãã¹ã©
åœè²»ãåºããŠæ¥æ¬ã«å·¥å ŽãèªèŽãã¹ããªã®ã¯ãã¹ã©
çŽè»åå¢ã§æ ªäŸ¡ãçäžããã
ãªã¹ã¯ãã€ã¯ã®ã¬ãã«ãéãéããŠãä»ããã§ãè¿œãã€ããèªä¿¡æºã ã®æ¥æ¬ã®èªåè»äŒç€Ÿã®å§¿å¢ãçµæ§äžå®ããªã
äœéšãã®ãã®ã® ãã¶ã€ã³ã§å€§å¹ ã«è² ããŠãã®ã ããæ¥æ¬ãããããå€ããªããç¡çããªã
ãªã¹ã¯ãã€ã¯ã®ã¬ãã«ãéãéããŠãä»ããã§ãè¿œãã€ããèªä¿¡æºã ã®æ¥æ¬ã®èªåè»äŒç€Ÿã®å§¿å¢ãçµæ§äžå®ããªã
äœéšãã®ãã®ã® ãã¶ã€ã³ã§å€§å¹ ã«è² ããŠãã®ã ããæ¥æ¬ãããããå€ããªããç¡çããªã
ãã¹ã©ã¯8.91ïŒ
ã®å€§å¹
äžæã§ããã
ä»å€ããðºðžã®çžå Žå§ãŸããŸããð€© $TSLA 奜調ã§æåŸ
ð¥³
1幎å å®ãããŠãããŸãããð
1幎å å®ãããŠãããŸãããð
ãã¹ã©ãæšå¹Ž10ïŒ12æã®åºè·å°æ°ãéå»æé«ã«ïŒ30äž8600å° - Bloomberg
$TSLA ãã¬ã§+7%äžæ
$TSLA ãã¬ã§+7%äžæ
ðšð³47ïŒ
ã§ðºðž33ïŒ
ãé転â»ïžä»å¹Žð©ðªãã«ãªã³å·¥å Žæ¬æ ŒçšŒåðºðžãããµã¹å·¥å Žãµã€ããŒãã©ãã¯çç£éå§âšåŒãç¶ãå幎æ¯â50ïŒ
UPããããðŠŸ
ãã¹ã©ãã¯äžããããã¹ãã
ãªã³ãŒã«ã§EVé¢é£å·ããããªãšæã£ããã©äºæ³å€ð
ãªã³ãŒã«ã§EVé¢é£å·ããããªãšæã£ããã©äºæ³å€ð
ãã¹ã©ã®æ ªäŸ¡ã¯ããããå²å®ãã
ä»åŸãã®ã¬ãã¡ã¯ããªãŒãæ»ããªã皌åããã«æ¯äŸããŠå¶æ¥å©çãå¢ããŠãã
äœãã°äœãã»ã©å£²ããŠã売ãã°å£²ãã»ã©å²ãã
ã¬ãœãªã³è»ã§ã¯æ§é çã«ç¡çãªéç£å¹æãã
ä»åŸãã®ã¬ãã¡ã¯ããªãŒãæ»ããªã皌åããã«æ¯äŸããŠå¶æ¥å©çãå¢ããŠãã
äœãã°äœãã»ã©å£²ããŠã売ãã°å£²ãã»ã©å²ãã
ã¬ãœãªã³è»ã§ã¯æ§é çã«ç¡çãªéç£å¹æãã
Tesla ã® 2021 幎㮠EV 販売ã 93äžå°ã§ã2022 幎以éã幎平å 50% å¢ã®ããŒã¹ã§è²©å£²å°æ°ã®æé·ãç¶ããèãã ãšãå®çŸããã° 2025 幎ã«ã¯ããšã¿ã 2030 幎ã«ç®æšã«ãã幎é 350 äžå°ã»ã©ã«å°éããŠããŸãã
$TSLA
11æã®è²©å£²å°æ°ããæäœã§ã4Qã³ã³ã»ã³ãµã¹ã¯ãªã¢ã¯ç¢ºå®ãšèžãã§ããããŸãããããŸã§åŒ·ããšã¯æããªãã£ããçŽ çŽã«æ¬æãè¡šããããããããã¬ãããªå²ããããŠãã ãã(ïŸâïŸ)
11æã®è²©å£²å°æ°ããæäœã§ã4Qã³ã³ã»ã³ãµã¹ã¯ãªã¢ã¯ç¢ºå®ãšèžãã§ããããŸãããããŸã§åŒ·ããšã¯æããªãã£ããçŽ çŽã«æ¬æãè¡šããããããããã¬ãããªå²ããããŠãã ãã(ïŸâïŸ)
ã»ãŒã
çŸäžå°ã£ãŠäžå èªåè»ã¡ãŒã«ãŒãšåçã®çç£æ°ãªã®ã
ä»ãŸã§ãã¹ã©ã¯ãããŒã²ãŒã ã®åéã«å°ã è»ãäœãäŒæ¥ãšæã£ãŠãããã©ãæ䟡ç·é¡èãããšããããã£ã±ãããšæã
çŸäžå°ã£ãŠäžå èªåè»ã¡ãŒã«ãŒãšåçã®çç£æ°ãªã®ã
ä»ãŸã§ãã¹ã©ã¯ãããŒã²ãŒã ã®åéã«å°ã è»ãäœãäŒæ¥ãšæã£ãŠãããã©ãæ䟡ç·é¡èãããšããããã£ã±ãããšæã
ç±³ãã¹ã©EVã®å¹Žé販売å°æ°ã¯20幎æ¯87%å¢ã®93äž6172å°ãšéå»æé«ãæŽæ°ãå幎æ¯5å²å¢ã®75äžå°è¶
ãšããŠããåœåã®è²©å£²ç®æšã倧ããäžåã£ãã
åãã(ç¬)
EVãã¹ã©è»ïŒ
æ¥ç£EVãªãŒãããæŒãããŠè²©å£²ã䌞ã³ãŠãã®ããïŒ
ã©ãããŠãå€è»ã«æåŠææãæ¹ã¯ãåœç£è»ãéžã¶ãïŒ
泚æããéšåã®å ¥åº«ãæ¬åœã«ã€ãã€ããã(æ±)
EVãã¹ã©è»ïŒ
æ¥ç£EVãªãŒãããæŒãããŠè²©å£²ã䌞ã³ãŠãã®ããïŒ
ã©ãããŠãå€è»ã«æåŠææãæ¹ã¯ãåœç£è»ãéžã¶ãïŒ
泚æããéšåã®å ¥åº«ãæ¬åœã«ã€ãã€ããã(æ±)
â æ°ç¯ãŠããã·ã§ãã¯
ãã¹ã©ã®åŒ·ã¿
ã人工ç¥èœãå°çšåå°äœãèªç€Ÿã§èšèšã»éçºã§ãã人æã®åã¿ã匷ããçºæ®ããã
ãŠããã¯ã³ã®åŒ·ã¿
æšã®èãæ€ããæãã補ååãŸã§ã
å»ºå ·ãèéççŽ3ã®ãã¬ã«ãããŸã§åºè·ããããïŒ
ãã¹ã©ã21幎ã®EV販売93äžå°
ãã¹ã©ã®åŒ·ã¿
ã人工ç¥èœãå°çšåå°äœãèªç€Ÿã§èšèšã»éçºã§ãã人æã®åã¿ã匷ããçºæ®ããã
ãŠããã¯ã³ã®åŒ·ã¿
æšã®èãæ€ããæãã補ååãŸã§ã
å»ºå ·ãèéççŽ3ã®ãã¬ã«ãããŸã§åºè·ããããïŒ
ãã¹ã©ã21幎ã®EV販売93äžå°
ã2æ¥çºè¡šãã ã® ã¯20幎æ¯87%å¢ã®93äž6172å°ãš ããŸãããåå°äœäžè¶³ã§ã©ã€ãã«ãæžç£ãªã©ãäœåãªãããããªãããã¹ã©ã¯ä»£æ¿åãžã®çœ®ãæããªã©ã«ãã£ãŠé«æ°Žæºã®çšŒåçãç¶æãåœåã®è²©å£²ç®æšã倧ããäžåããŸããã
2021幎ã®ãã¹ã©ð
ã»6ååæé£ç¶ã§è²©å£²å°æ°éå»æé«ãæŽæ°
ã»è²©å£²å°æ°ãå幎æ¯87%å¢
é©ç°çãããð
ã»6ååæé£ç¶ã§è²©å£²å°æ°éå»æé«ãæŽæ°
ã»è²©å£²å°æ°ãå幎æ¯87%å¢
é©ç°çãããð
$TSLA
âïžåœåç®æš75äžå°ã«å¯ŸããŠ93äžå°
âïžåœåç®æš75äžå°ã«å¯ŸããŠ93äžå°
âæ¬ åã«ã€ããŠã¯ãœãããŠãšã¢ã®æžãæããªã©ã«ãã£ãŠä»£æ¿åã«çœ®ãæããçç£ã販売ãžã®åœ±é¿ãæãããèªåé転çšã®äººå·¥ç¥èœïŒAIïŒãå°çšåå°äœãèªç€Ÿã§èšèšã»éçºã§ãããœããåéã®äººæã®åã¿ããå±æ©äžã§åŒ·ããçºæ®â
ããã«è²·ãå¢ãã ãªã
ããã ãã§ã¯ãªãããããããè²ã ãšä»èŸŒãã§ããããšãçºæ®ãããããæ°å·¥å ŽçšŒåãªã©ã
ããã ãã§ã¯ãªãããããããè²ã ãšä»èŸŒãã§ããããšãçºæ®ãããããæ°å·¥å ŽçšŒåãªã©ã
å®æçã«æ¥çµãã¥ãŒã¹ããå±ãããŸãïŒ
âŠ
âŠ
åå°äœäžè¶³äžã§ã®ãªã«ããªãåããã©ãé販è»ããã2è»çš®(ã¢ãã«3ãšY)ã§400äžå以äžã®BEVã幎é91äžå°ã販売ã§ããã®ãåãâš
æå¹³å7äžå°ä»¥äžã売ãã400äžåè¶ãã®è»âŠãããBEVâŒïž
ååœã®è£å©éãããã«ããâŠ
æå¹³å7äžå°ä»¥äžã売ãã400äžåè¶ãã®è»âŠãããBEVâŒïž
ååœã®è£å©éãããã«ããâŠ
ä»å€ã¯çäžãðââïž
ãã¹ã©å売ãäžæãã§ããð
ãã«ãªã³çšŒåãããã150äžå°
ãã ãäžåœäŸåçãé«ãã®ã¯æãð
äžåœè²©å£²ãŒãã§ã
é»åãåååºããæ§ã«
ãªã£ãããã©äœããªããŸããð
ãã«ãªã³çšŒåãããã150äžå°
ãã ãäžåœäŸåçãé«ãã®ã¯æãð
äžåœè²©å£²ãŒãã§ã
é»åãåååºããæ§ã«
ãªã£ãããã©äœããªããŸããð
åå°äœå±æ©ã§ãäœãããŠããšã¯åå°äœãããŸäœ¿ã£ãŠãªãããããªãããª
10ïœ12æã®è²©å£²å°æ°ã¯å幎åææ¯71%å¢
21幎ã®æé·ãããåŒããã®ã¯äžåœ
ãã¹ã©ã¯å°åå¥ã®è²©å£²å°æ°ãé瀺ããªã
販売å°æ°å šäœã«å ããäžåœã¯47%ã33%ã«äœäžããç±³åœãé転
äžçã®æ°è»è²©å£²ã¯20幎æ¯4%å¢8100äžå°
87%å¢ã¯éç«ã£ãŠãã
æ䟡ç·é¡ã¯1å ãã«, ããšã¿ã«3å
21幎ã®æé·ãããåŒããã®ã¯äžåœ
ãã¹ã©ã¯å°åå¥ã®è²©å£²å°æ°ãé瀺ããªã
販売å°æ°å šäœã«å ããäžåœã¯47%ã33%ã«äœäžããç±³åœãé転
äžçã®æ°è»è²©å£²ã¯20幎æ¯4%å¢8100äžå°
87%å¢ã¯éç«ã£ãŠãã
æ䟡ç·é¡ã¯1å ãã«, ããšã¿ã«3å
ãã¹ã©ã®21幎ã®EVã®å¹Žé販売å°æ°ã¯20幎æ¯87%å¢ã®93äž6172å°ãšéå»æé«ãæŽæ°ãããããŒã¯ã©ã€ã³ãºã«ãããš21幎1ïœ11æã®è²©å£²å°æ°å
šäœã«å ããäžåœè²©å£²ã®å²åã¯47%ãšãªãã33%ã«äœäžããç±³åœãé転ããã
âãã¹ã©ã®å¿«é²æãç¶ãã2021幎ã
â»ä»å¹Žã¯ãæšå¹Žæ«ã®67äžå°ã®ãªã³ãŒã«æ¡ä»¶ãæ©æã«è§£æ±ºããå¿ èŠããã
â»ä»å¹Žã¯ãæšå¹Žæ«ã®67äžå°ã®ãªã³ãŒã«æ¡ä»¶ãæ©æã«è§£æ±ºããå¿ èŠããã
ãã¹ã©&ã€ãŒãã³ã»ãã¹ã¯æ°ã¯ã¹ãŽãð
CongratulationsâŒïž
ãŸ(â§ïžâœïžâŠïž*)âïžãŸ(*â§ïžâœïžâŠïž)âïž
CongratulationsâŒïž
ãŸ(â§ïžâœïžâŠïž*)âïžãŸ(*â§ïžâœïžâŠïž)âïž
åå¥ã¯ãããªãæ¹éã ãã©TSLAã ãã¯æ¬²ãããªããªã
ä¿æETFæ§æéæã®å²åèŠãŠæ°ããŸãããããã
ä¿æETFæ§æéæã®å²åèŠãŠæ°ããŸãããããã
ãããTSLAãããã§ð
93äžå°ã®ãã¹ã©ã®æ䟡ç·é¡ã120å
åã§ã1000äžå°ã®ããšã¿ã38å
åã47äžå°ã®ãªã³ãŒã«åºãããã¹ã©ã§äžçã®äž»èŠèªåè»äŒæ¥7瀟100å
åããè²·ãã(ç¬)
ãœããŒãNTTãªã©æ¥æ¬ããã5ã93å åã ãããè²·ãã(ç¬)
ãœããŒãNTTãªã©æ¥æ¬ããã5ã93å åã ãããè²·ãã(ç¬)
ãã¯ããããããŸãð
CNBCã§ãæãããã¹ã©ã®è©±é¡ã§ãã¡ããã
2022幎ã®è²©å£²å°æ°ã¯100äžå°ãè¶ ããŠãããšã®ããšã2022幎ããŸããŸã楜ãã¿ã§ãð
CNBCã§ãæãããã¹ã©ã®è©±é¡ã§ãã¡ããã
2022幎ã®è²©å£²å°æ°ã¯100äžå°ãè¶ ããŠãããšã®ããšã2022幎ããŸããŸã楜ãã¿ã§ãð
ãã¹ã© 2021幎å
šäžç販売ã¯93äžå°
èŠæš¡ã®ç«¶äºåãšãã芳ç¹ã ãšã¹ãã«ãäžè±ãšåçã ãããéšå/èšåã¡ãŒã«ãŒã®åã人ããå¶æ¥éšéã«ããã¹ã©è©£ãã®æ瀺ãé£ã³ãã
ãåèãæ¥ç³»äžå å®æè»ã¡ãŒã«ãŒä»æ販売èŠéãå°æ°
ã¹ãã«ïŒ86äžå°
äž è±ïŒ90äžå°
ãããïŒ131äžå°
èŠæš¡ã®ç«¶äºåãšãã芳ç¹ã ãšã¹ãã«ãäžè±ãšåçã ãããéšå/èšåã¡ãŒã«ãŒã®åã人ããå¶æ¥éšéã«ããã¹ã©è©£ãã®æ瀺ãé£ã³ãã
ãåèãæ¥ç³»äžå å®æè»ã¡ãŒã«ãŒä»æ販売èŠéãå°æ°
ã¹ãã«ïŒ86äžå°
äž è±ïŒ90äžå°
ãããïŒ131äžå°
ðŠä»¥åäºæž¬ãã以äžã®ãã¹ã©93äžå°ïŒäºæ³ã¯90äžå°ïŒ
ä»å¹Žã¯ããã€ããšã¢ã¡ãªã«ã®æ°å·¥å Žã皌å
ããŠäœå°è²©å£²ãããæ³åããŸãããã
ä»å¹Žã¯ããã€ããšã¢ã¡ãªã«ã®æ°å·¥å Žã皌å
ããŠäœå°è²©å£²ãããæ³åããŸãããã
å©ççããšã¿ã®3åãšããããšã ãã©ãé«çŽè»ã ããåçŽæ¯èŒã§ããªãã®ã§ã¯ããã¹ã©ã®10å以äžå£²ã£ãŠãèš³ã ãã
$TSLA
$TSLA
ãã¯ããããããŸã!
å³è©äžããã§ã¢ã¡ãªã«ä»¥å€ã®åžå Žãã©ãã©ãåºãããã¹ã©ã®ä»åŸã¯æ¥œãã¿ã§ããð€
ä»æ¥ããã1æ¥ãâšð
å³è©äžããã§ã¢ã¡ãªã«ä»¥å€ã®åžå Žãã©ãã©ãåºãããã¹ã©ã®ä»åŸã¯æ¥œãã¿ã§ããð€
ä»æ¥ããã1æ¥ãâšð
æ ªåŒãããä»äºããããããªãã
âãã¹ã¯æé«çµå¶è²¬ä»»è ïŒCEOïŒã¯2æ¥ããã€ãã¿ãŒã«ãäžçäžã®ãã¹ã©ããŒã ãçŽ æŽãããä»äºãããããšæçš¿ããåŸæ¥å¡ãããããã£ããâ
âãã¹ã¯æé«çµå¶è²¬ä»»è ïŒCEOïŒã¯2æ¥ããã€ãã¿ãŒã«ãäžçäžã®ãã¹ã©ããŒã ãçŽ æŽãããä»äºãããããšæçš¿ããåŸæ¥å¡ãããããã£ããâ
販売ã倧åã ããäœãããããã ã補é ã§ããããã«ãªã£ããšããããšããããã®ã ããããã©ã³ãã€ã¡ãŒãžãäœããè»çš®ãçµã蟌ã¿ãæåŸ
ãè¶
ããã¯ã«ããäœã£ããšããããšã ããã
Will rewriting the software solve the semiconductor shortage? Can the same be done in other industries?
> äžççãªåå°äœäžè¶³ã¯ãã¹ã©ã«ã圱é¿ããããæ¬ åã«ã€ããŠã¯ãœãããŠãšã¢ã®æžãæããªã©ã«ãã£ãŠä»£æ¿åã«çœ®ãæããçç£ã販売ãžã®åœ±é¿ãæããã
> äžççãªåå°äœäžè¶³ã¯ãã¹ã©ã«ã圱é¿ããããæ¬ åã«ã€ããŠã¯ãœãããŠãšã¢ã®æžãæããªã©ã«ãã£ãŠä»£æ¿åã«çœ®ãæããçç£ã販売ãžã®åœ±é¿ãæããã
æ¯å¹Ž2åãšã¯ãåã䌞ã³ã ãªã
ãããªã«è©äŸ¡ãé«ãè»ãªã®ããªã
ã§ããŸã 幎é100äžå°ãªãã ã
ãããªã«è©äŸ¡ãé«ãè»ãªã®ããªã
ã§ããŸã 幎é100äžå°ãªãã ã
ãé£ã¶é³¥ãèœãšãå¢ãããšã¯ãŸãã«ãã®ããšããã¹ã©ãããŒãªãŒã
75äžå°äºæ³ã93äžå°ã«äžæ¯ã
Q4ã§ååæåã®30äžå°ã«ãå°éâïž
ã¿ãªããŸæ°å¹ŽæããŸããŠããã§ãšãããããŸãð
Q4ã§ååæåã®30äžå°ã«ãå°éâïž
ã¿ãªããŸæ°å¹ŽæããŸããŠããã§ãšãããããŸãð
ãã¹ã©ãç¢åŒµãåãâïž
ãã¯ããããããŸãâïž
ãã¥ãŒãâãããã®ãã¹ã©â
ãã¥ãŒãâãããã®ãã¹ã©â
幎é販売å°æ°ã¯20幎æ¯87%å¢ã®93äž6172å°ãšéå»æé«ãæŽæ°ãããå幎æ¯5å²å¢ã®75äžå°è¶
ãšããŠããåœåã®è²©å£²ç®æšã倧ããäžåã£ãã
å æ¥ãªã³ãŒã«ã®ãã¥ãŒã¹ããã£ãã®ã§ä»æ©ã®å€åãã¯ã©ããªãããªïŒð€
å æ¥ãªã³ãŒã«ã®ãã¥ãŒã¹ããã£ãã®ã§ä»æ©ã®å€åãã¯ã©ããªãããªïŒð€
$TSLA æ¥çµã§ãããã«ãã¹ã©ã®Q4販売å°æ°ãèšäºã«ãªããšã¯ã泚ç®åºŠããŸããŸãäžãã£ãŠããŠãã
äžççãªåå°äœäžè¶³ã®ãªãã§ãã®çµæã¯ããã
ããã ããTSLAæ ªã¯ææŸããªããã§ããã
販売ãäžåœã«äŸåããŠããã®ãæ°ããã....
ããã ããTSLAæ ªã¯ææŸããªããã§ããã
販売ãäžåœã«äŸåããŠããã®ãæ°ããã....
ææã®ç±³åœåžå Žã楜ãã¿ã§ããð¥Ž
ãã£ïŒïŒ
ãã£ãŠãããŸãã(ÂŽâïœ*)ïŸïŸ
åœå¥ã§ã¯äžåœ47%ãç±³åœ33%ã§ããã®2ãåœã§8å²ãå ãããšã