Elektrikli otomobil sekt\u00f6r\u00fcnde geli\u015ftirdi\u011fi teknolojiler ve otonom s\u00fcr\u00fc\u015f alan\u0131ndaki iddial\u0131 hedefleriyle \u00f6ne \u00e7\u0131kan Tesla, ara\u00e7 teknolojisindeki ilerlemesini hisse piyasalar\u0131na yans\u0131tmakta zorlan\u0131yor.<\/p>\n
AA muhabirinin derledi\u011fi bilgilere g\u00f6re, ABD’li elektrikli otomobil \u00fcreticisi Tesla’n\u0131n teknolojik kapasitesine y\u00f6nelik beklentilere kar\u015f\u0131n hisselerinde ya\u015fanan d\u00fc\u015f\u00fc\u015f, yat\u0131r\u0131mc\u0131lar\u0131n \u015firketin b\u00fcy\u00fcme potansiyeli, karl\u0131l\u0131\u011f\u0131 ve mevcut piyasa de\u011ferlemesine ili\u015fkin de\u011ferlendirmelerini g\u00fcndeme ta\u015f\u0131yor.<\/p>\n
\u015eirket, ge\u00e7en hafta ‘u\u00e7an araba’s\u0131n\u0131 b\u00fcy\u00fck bir organizasyonla tan\u0131tt\u0131. Tesla, iki ki\u015filik spor otomobil Roadster’\u0131n yeni modelini sergiledi. Hem havada ilerlemek hem de yerdeyken h\u0131zla ivmelenmek i\u00e7in 10 nozul ve “ultra y\u00fcksek bas\u0131n\u00e7l\u0131 hava tanklar\u0131” kullan\u0131lan yeni modelinin tan\u0131t\u0131m\u0131 b\u00fcy\u00fck yank\u0131 uyand\u0131rd\u0131.<\/p>\n
Tan\u0131t\u0131m etkinli\u011fine kat\u0131lanlar arac\u0131n yer \u00e7ekimine direnen yeteneklerine \u015fahitlik etti. Yeni modelin alt\u0131ndaki emi\u015f g\u00fcc\u00fc sayesinde dik bir rampay\u0131 t\u0131rman\u0131p ba\u015f a\u015fa\u011f\u0131 as\u0131l\u0131 kalabildi\u011fi g\u00f6r\u00fcld\u00fc. Ard\u0131ndan rampadan f\u0131rlayarak havada takla atan arac\u0131n bas\u0131n\u00e7 kullanarak yere indi\u011fi ve Tesla’n\u0131n mevcut modellerinden olu\u015fan yan yana park edilmi\u015f ara\u00e7lar\u0131n \u00fczerinden atlad\u0131\u011f\u0131 da g\u00f6sterildi.<\/p>\n
Etkinlikte ayr\u0131ca, i\u00e7inde s\u00fcr\u00fcc\u00fc bulunmayan arac\u0131n 1 saniyeden az bir s\u00fcrede saatte yakla\u015f\u0131k 97 kilometre h\u0131za ula\u015ft\u0131\u011f\u0131 kaydedildi. Tesla \u00dcst Y\u00f6neticisi (CEO) Elon Musk, g\u00f6sterinin yapay zeka olmad\u0131\u011f\u0131n\u0131 kan\u0131tlamak i\u00e7in seyircilere ihtiya\u00e7 duyduklar\u0131n\u0131 belirterek, “\u00c7\u00fcnk\u00fc g\u00f6zlerinizle g\u00f6rd\u00fcklerinize inanamayacaks\u0131n\u0131z.” dedi.<\/p>\n
Musk, ayr\u0131ca arac\u0131n 2028’de \u00fcretime ge\u00e7mesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc vurgulayarak, otomobilin her piyasada yasal olarak kabul g\u00f6rmeyebilece\u011fi ihtimalinin de alt\u0131n\u0131 \u00e7izdi.<\/p>\n
– Hisseleri geriledi, CDS’i y\u00fckseldi<\/p>\n
\u00dcst d\u00fczey uzay teknolojisiyle \u00fcretilen arac\u0131 havalanan Tesla’n\u0131n hisseleri ise borsada irtifa kaybediyor. \u015eirket teknolojik iddias\u0131na kar\u015f\u0131n borsadaki performans\u0131yla yat\u0131r\u0131mc\u0131lar\u0131n\u0131 tatmin etmiyor.<\/p>\n
Tesla hisseleri y\u00fcksek de\u011ferleme endi\u015feleri ve genel piyasa ko\u015fullar\u0131n\u0131n etkisiyle y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 18’in \u00fczerinde de\u011fer kaybetti. Eyl\u00fclde y\u00fczde 3,57 gerileyen \u015firketin hisseleri ge\u00e7en hafta da yakla\u015f\u0131k y\u00fczde 7,3 d\u00fc\u015ft\u00fc.<\/p>\n
Hisselerdeki bu gerilemenin bir\u00e7ok nedeni bulunuyor. Analistler, Tesla’n\u0131n robotaksi, insans\u0131 robot Optimus ve yapay zeka altyap\u0131s\u0131na y\u00f6nelik yat\u0131r\u0131mlar\u0131 b\u00fcy\u00fcrken, bu alanlar\u0131n ne zaman ve ne \u00f6l\u00e7\u00fcde s\u00fcrd\u00fcr\u00fclebilir gelir yarataca\u011f\u0131n\u0131n belirsizli\u011fini korudu\u011funu aktard\u0131.<\/p>\n
Beklenen getiriler gecikti\u011finde y\u00fcksek yat\u0131r\u0131m harcamalar\u0131n\u0131n hisse \u00fczerinde bask\u0131 olu\u015fturabildi\u011fini an\u0131msatan analistler, Orta Do\u011fu’da jeopolitik risklerin etkisiyle bor\u00e7lanma maliyetlerindeki art\u0131\u015f\u0131n da \u015firketin nakit ak\u0131\u015f\u0131n\u0131 olumsuz etkileyebilece\u011fine y\u00f6nelik endi\u015feleri besledi\u011fini s\u00f6yledi.<\/p>\n
Tesla’n\u0131n hisse performans\u0131ndaki zay\u0131fl\u0131k, \u015firketin kredi risk primindeki g\u00f6r\u00fcn\u00fcmle birlikte de de\u011ferlendiriliyor. \u015eirketin 5 y\u0131ll\u0131k kredi risk primi (CDS) 188,1 baz puana \u00e7\u0131karak May\u0131s 2023’ten beri en y\u00fcksek seviyeyi g\u00f6rd\u00fc. S\u00f6z konusu g\u00f6sterge yat\u0131r\u0131mc\u0131lar\u0131n Tesla’n\u0131n bor\u00e7lar\u0131n\u0131 geri \u00f6deyememe riskine kar\u015f\u0131 talep etti\u011fi koruma maliyetini yans\u0131t\u0131yor.<\/p>\n
Analistler, hisse fiyat\u0131ndaki gerilemenin \u015firketin b\u00fcy\u00fcme beklentileri ve piyasa de\u011ferlemesine ili\u015fkin de\u011ferlendirmeleri \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131n\u0131 s\u00f6yleyerek, CDS priminin bor\u00e7 piyasas\u0131ndaki kredi risk alg\u0131s\u0131na ili\u015fkin ayr\u0131 bir g\u00f6sterge sundu\u011funu kaydetti.<\/p>\n
Mevcut geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda g\u00f6zler \u015firketin \u00e7ar\u015famba g\u00fcn\u00fc ABD piyasalar\u0131n\u0131n kapanmas\u0131n\u0131n ard\u0131ndan a\u00e7\u0131klayaca\u011f\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7osuna \u00e7evrildi.<\/p>\n
Piyasa beklentileri, ara\u00e7 teslimatlar\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fcn ve robotik yat\u0131r\u0131mlar\u0131n gelire ne \u00f6l\u00e7\u00fcde yans\u0131yaca\u011f\u0131 ve karl\u0131l\u0131ktaki zay\u0131fl\u0131\u011f\u0131n s\u00fcr\u00fcp s\u00fcrmeyece\u011fi \u00fczerinde yo\u011funla\u015f\u0131yor.<\/p>\n
\u015eirketin yakla\u015f\u0131k 28 milyar dolar \u00e7eyreklik kar edece\u011fi beklentilerinin yan\u0131 s\u0131ra hisse ba\u015f\u0131na kar\u0131n\u0131n 0,45 dolar ger\u00e7ekle\u015fmesi tahmin ediliyor.<\/p>\n
– Tesla’n\u0131n sat\u0131\u015flar\u0131 h\u0131zland\u0131<\/p>\n
Tesla’n\u0131n bu y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde ger\u00e7ekle\u015ftirdi\u011fi ara\u00e7 teslimatlar\u0131, 486 bin 532 ile piyasa beklentilerinin \u00fczerinde ger\u00e7ekle\u015fti. \u015eirket, y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 464 bin 391 ara\u00e7 \u00fcretti. \u015eirketin ara\u00e7 \u00fcretimi, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 3,8 artarken, \u015firket ge\u00e7en y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde 447 bin 450 ara\u00e7 \u00fcretmi\u015fti.<\/p>\n
Avrupa Birli\u011fi (AB) \u00fclkelerinde Tesla markal\u0131 otomobil sat\u0131\u015flar\u0131, bu y\u0131l\u0131n ocak-a\u011fustos d\u00f6neminde 142 bin 165 adet olurken, sadece a\u011fustos ay\u0131nda ise 12 bin 547 olarak ger\u00e7ekle\u015fti.<\/p>\n
Tesla’n\u0131n AB \u00fclkelerindeki sat\u0131\u015flar\u0131 y\u0131l\u0131n 8 ay\u0131nda \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 65,9, a\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 52,7 art\u0131\u015f kaydetti. Ocak-a\u011fustos d\u00f6neminde Tesla sat\u0131\u015flar\u0131, bu b\u00f6lgedeki toplam otomobil sat\u0131\u015flar\u0131n\u0131n y\u00fczde 1,9’unu olu\u015fturdu.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"
Elektrikli otomobil sekt\u00f6r\u00fcnde geli\u015ftirdi\u011fi teknolojiler ve otonom s\u00fcr\u00fc\u015f alan\u0131ndaki iddial\u0131 hedefleriyle \u00f6ne \u00e7\u0131kan Tesla, ara\u00e7 teknolojisindeki ilerlemesini hisse piyasalar\u0131na yans\u0131tmakta zorlan\u0131yor. AA muhabirinin derledi\u011fi bilgilere g\u00f6re, ABD’li elektrikli otomobil \u00fcreticisi Tesla’n\u0131n teknolojik kapasitesine y\u00f6nelik beklentilere kar\u015f\u0131n hisselerinde ya\u015fanan d\u00fc\u015f\u00fc\u015f, yat\u0131r\u0131mc\u0131lar\u0131n \u015firketin b\u00fcy\u00fcme potansiyeli, karl\u0131l\u0131\u011f\u0131 ve mevcut piyasa de\u011ferlemesine ili\u015fkin de\u011ferlendirmelerini g\u00fcndeme ta\u015f\u0131yor. \u015eirket, ge\u00e7en hafta …<\/p>\n","protected":false},"author":1,"featured_media":160940,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[19899,5793,50585,10960,50638],"class_list":["post-160939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-arabasi","tag-dusuyor","tag-hissesi","tag-teslanin","tag-ucuyor"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/160939"}],"collection":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/comments?post=160939"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/160939\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/160940"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=160939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=160939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=160939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}