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Bloomberg Intelligence
BI Weekend: Tesla Deliveries, Luxury Sales
Jan 3, 2025
Sridhar Natarajan, a Bloomberg Senior Finance Reporter, shares intriguing insights about Wall Street's future and banking regulations. The conversation touches on Tesla's recent sales slump and the impact of EV incentives. Experts discuss the luxury market's resilience amid economic shifts, with booming demand for high-end brands like Hermes. Additionally, the dynamics of banking stocks in light of potential deregulation and challenges in the chip industry are explored, offering a comprehensive view of today's financial landscape.
38:54
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Quick takeaways
- Tesla's declining vehicle sales are attributed to increasing market competition and affordability concerns, prompting the need for ongoing incentives.
- The luxury goods market faces challenges due to economic uncertainties, specifically a slowdown in China, affecting overall growth expectations for brands.
Deep dives
Tesla's Sales Decline and Future Outlook
Tesla's annual vehicle sales have dropped for the first time in over a decade, primarily attributed to rising market competition and affordability concerns. Incentives have played a crucial role in maintaining demand, with the company likely to continue offering them to support sales. Looking ahead to 2025, analysts anticipate that Tesla will provide more optimistic sales forecasts, driven by the launch of new vehicles, including an affordable model expected to be priced under $30,000. Long-term projections suggest that as battery costs decline and additional models are introduced, sales are expected to recover beyond 2025.
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Discover
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