Musk Comments on China Rumor, China Begins Covid Pivot, Tesla Seeks Charging Standard (11.11.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 11 November 2022
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Elon Musk denies Reuters report on China exports
➤ China loosens Covid-zero policies
➤ Report on Tesla China plans
➤ Clarification on insurance bonuses
➤ Tesla opens charging connector in push for new standard
➤ Tesla to hold Semi delivery event
➤ Semi shows up in Tesla app
➤ Clarification on Musk Twitter comments
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, we're all an hour here. Happy Friday. Happy Veterans Day. Today we've got |
| 0:12.0 | quite a bit of news out of China. We do have some news on the Tesla semi and some updates |
| 0:17.4 | on Tesla charging, some pretty interesting stuff there as well. Do bear with me today |
| 0:22.0 | as we've got a little bit of a different setup. Hopefully everything is still working |
| 0:24.5 | okay. Let me know in the comments if there are any issues though. |
| 0:28.5 | All right, so we're starting off a little bit earlier here as I do have to catch a |
| 0:31.5 | flight later today. So we don't have the full final stock price yet, but Tesla fearing pretty well |
| 0:36.5 | alongside the markets this afternoon. Right now we're up about 2.5% and about $195 per share. |
| 0:42.1 | The NASDAQ also up about 2% on the day. So a little bit of an underperformance, |
| 0:46.8 | probably relative to our beta, but still outperforming the market kind of like we had seen |
| 0:51.2 | yesterday. Obviously the open question is still whether or not Elon Musk has been selling or |
| 0:56.2 | is continuing to sell. So hopefully we get some more information on that tonight. Unfortunately, |
| 1:00.1 | I won't be able to be on form four watch with the traveling, but obviously we'll keep an eye on |
| 1:04.8 | that as we move through the end of the day today. So one of the reasons the markets probably up |
| 1:10.0 | today in addition to I think just a continued impact from the CPI report and the good news that |
| 1:18.0 | we had there earlier this week. So probably good news here for the market as well in terms of China. |
| 1:22.9 | China pivoting a little bit on their zero-COVID policies or at least reducing restrictions a little |
| 1:28.3 | bit. Still, obviously some of those things in place, but reducing their quarantine requirements for |
| 1:33.5 | travelers, they're reducing some penalties on airlines and also limiting their contact tracing |
| 1:40.8 | and some of the other things around that in terms of the quarantines that they've had in place |
| 1:45.6 | and things like that. So a bit of a pivot in their strategy, which just like we talk about the CPI, |
| 1:50.8 | its expectations based, if people see this starting to happen in China, hopefully that signals |
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