Tesla's Vehicles Sales Have Investors Feeling Optimistic

单集文稿 ...

• 00:00

  This is an iHeart Podcast.

• 00:07

  .

• 00:08

  .

• 00:08

  .

• 00:33

  .

• 00:34

  .

• 00:57

  All right.

• 00:58

  We've been talking a lot about Tesla this morning.

• 01:01

  Delivery numbers came in weaker than expected.

• 01:03

  We had Dan Ives from What Bush Securities on earlier, and he was just saying, hey,

• 01:08

  relative to maybe the whisper number, they came in a little bit better than expected here.

• 01:12

  Let's get the broad overview of what's happening at our good friends at Tesla.

• 01:16

  The stock's up about 2.8% today,

• 01:18

  but it's down about 24% year-to-date return to Pierre Faragout,

• 01:22

  head of global technology infrastructure at New Street Research.

• 01:26

  Pierre, thanks so much for joining us here.

• 01:27

  How do you think about... these Tesla numbers.

• 01:30

  What does it mean for the near and intermediate term story at Tesla?

• 01:34

  Yes, as you say, there is a bit of a positive surprise,

• 01:37

  like people tracking very precisely deliveries in various markets were expecting slightly lower numbers.

• 全部文稿